Important highlights from this release
- Minor Bugs & Minor Improvements.
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| New Feature | A4L-8966 | The BCC feature is now available when sending Emails | ||
| New Feature | A4L-8915 | Money module reports now include Bank reconciliation report | The Bank reconciliation report matches the balances in an entity's accounting records for a cash/bank account to the corresponding information on a bank statement. | |
| New Feature | A4L-8770 | Company Branches option has been added to Related companies | A new tab has been added to the company page, called "Related Companies" A company can have more than one branch, the branch is a company of type branch The grid can show only one company license (last released license) and the ability to show all licenses in the link "show more". | |
| New Feature | A4L-8623 | Email Engine is now available for Contra/Matter/IP level | Users will be able to send/receive emails within every matter/contract/IP. | |
| New Feature | A4L-8579 | Contra/Document Generic Forms | 1-the "Upload Document/Contract" should be also a Dynamic Form coming from a Template of Questionnaires it means, I can have a pdf and I need to upload it but I need to define its meta-data based on a certain template that I configure its fields instead of having a pre-set static fields in the meta-data form 2- Now, we renamed the menu to "Contracts & Documents" : I need you to check the need to add a flag field specifying if it's a Document or a Contract. (we need to think about Reports and Dashboard if we need this flag to be able to create KPIs and Reports specific for Contracts or for other Documents) [1:15|https://app4legal.slack.com/archives/CT4MEDC1J/p1663841723005249] example not all Documents have Expiry Dates or Jurisdiction or Money Value or ... or Parties with S | |
| New Feature | A4L-8511 | Add Email Engine for Matter - Contra | Support Email Engine on: 1- Matter (Corporate & Litigation) 2- IP 3- Contra. | |
| New Feature | A4L-8358 | Revamp Client Portal UI/UX | ||
| New Feature | A4L-8266 | MFA : multi-factor authentication | Multi-factor authentication using SMS Requirments : - SMS servive/gateway (Twilio) - TOTP (timestamp one-time password) generator (spomky-labs/otphp) | |
| New Feature | A4L-7634 | Contra Inline edit | Plan: * checking out the inplace edit library in syncfusion (/) * [https://ej2.syncfusion.com/javascript/documentation/api/inplace-editor/#enablertl] * [https://ej2.syncfusion.com/javascript/documentation/in-place-editor/data-binding/] * creating a common API to edit all fields (drop down, text, date...) * front-end work * testing Hijri calendar added to inline edit. [https://developer.mozilla.org/en-US/docs/Web/API/HTMLElement/lang] [https://ej2.syncfusion.com/demos/#/bootstrap5/inplace-editor/default.html] [https://ej2.syncfusion.com/javascript/documentation/in-place-editor/es5-getting-started/|https://ej2.syncfusion.com/documentation/inplace-editor/getting-started/] Partial edit: * all fields that are related to contract main table to be in 1 function * those are related to external tables: Contributors Privacy users custom fields parties client(depends on person/company) we can add notify me before action if there is an end date In view: value and currency are displayed together * fields need to be whitelisted to avoid any security issue * be careful about permissions (who has edit permission can do the partial edit) | |
| New Feature | A4L-6916 | Add related expenses to the contract | # Add related expenses tab to contracts ## Add related expenses grid *(6h)* ## Add expense (from money) *(6h)* ## Bulk expenses *(3h)* ## Statement of expenses (with export to excel and word) *(2h)* ## export to excel *(30m)* # Add expense from money : ## add related contract to the add expense form *(1h)* # Expenses list in money: ## add related contract to advanced search *(1h)* ## add contract id and name to grid *(1h)* # New Bulk Expenses from money (money/vouchers/expenses_add_bulk) : ## add related contract field *(1h)* # Add related contract to edit expense *(1h)* # Check how to display the Balance (billable/non billable/ total) # Expenses per Client Report *(1h 30m)* # database changes # mssql testing # full testing | |
| Improvement | A4L-9036 | Add the contributor field in the advanced filter | Add the contributor field in the advanced filter of contracts and documents | |
| Improvement | A4L-9009 | Internal- Remove Contract and collaborate code | Since we removed the contract & collaborate tab then we need to clean the code | |
| Improvement | A4L-8989 | Change DMS Encryption | change DMS encryption method from 'AES-128-CBC' to 'AES-128-CTR' | |
| Improvement | A4L-8987 | Nader Al Awadhi Attorneys and Legal Consultants - GLA Co- Time Entries | The “Comments” field in the Time Entry screen to be renamed as “Description”. (check all forms/grids) | |
| Improvement | A4L-8982 | Kaplitt Legal- show the description in time grid | [stephen@kaplittlegal.com|mailto:stephen@kaplittlegal.com] The description should be visible in the time grid under the calendar and not in More Details section | |
| Improvement | A4L-8977 | Comments and Notes History - Contracts Approval Center | In the notification email for approval, we need to show/list the history of all notes of the creator/uploader of the contract. | |
| Improvement | A4L-8947 | Merge the response class with the apiResponse | Merge the response class with the apiResponse use resources on billing module | |
| Improvement | A4L-8939 | CP UI/UX Enhancements V2 | # colors for litigation/matters/contracts # new clients/matter containers hide show(hidden by default for new ones) # Login Page # Email form # Add client(from core) # bug in change password accept same old password*{color:#00875a} (*done*){color}* | |
| Improvement | A4L-8936 | Allow approvers not to be required in Approval Center | add an option in the approval center per row to allow the user to enable saving without this row being validated as mandatory field. enhance the design of approver row to be same as signee row (add draggable option, place order input at the left, ..) change *"Specify the user(s) / user groups(s) to whom the approval request should be assigned"* to : *"Specify to whom the approval request should be assigned"* change *Approvers *to *Users/Collaborators* Make grip sorting icon displayed even if set order checkbox is not checked Make set order checkbox automatically checked when sorting | |
| Improvement | A4L-8854 | Abdullah Mohammed bin Hamad Al-Nujaiban Law-إظهار المراحل في نافذة العملاء | هل بالامكان إظهار المراحل في العقود في نافذة العملاء؟ View the milestones in CP and make it optional from Cp milestones per contract and to make it enable by default if the contract is visible from CP | |
| Improvement | A4L-8841 | B&Q- change values to Arabic | هل بإمكانكم تغيير هذه القيم في اللغة العربية في بناء التقرير لتصبح : نعم/كلا؟ !image-2022-10-25-14-17-51-442.png|width=747,height=199! Steps to reach this page: # after signing in to App4Legal, Click on the arrows in top menu (next to iDocs) # Click on Reports from the menu # Click on " Report Builder" under the section "Matters" # from the right list of matter fields, click on the plus icon next to the field "Name" then "Judged?" # Switch to Arabic interface under the profile icon # you will see the values of second column are still written in english yes/no where it should be translated to نعم\كلا As you can see below in the page "Hearings", the values are translated to arabic where the problem is only in the report !screenshot-1.png|thumbnail! | |
| Improvement | A4L-8780 | System notification action by to accept cp users | currently action by are only users=> we need to make it accept cp users(by adding a channel) as we are using system notifications in contracts and we can use it in matters also to notify users when a matter is added !image-2022-10-19-00-29-55-019.png! | |
| Improvement | A4L-8714 | Option to remove watermark from a document | In contracts > attachments , we can add a watermark to a document but there is no option to remove it . https://www.phpdocx.com/api-documentation/docxutilities/removes-watermark-Word-document-with-PHP | |
| Improvement | A4L-8713 | Upgrade phpdocx to 13 | [https://www.phpdocx.com/documentation] for all the actions that used phpdocx12 | |
| Improvement | A4L-8625 | Rad- Quotes grid improvement | It would be helpful if we have a column for the related invoice in the quotes grid. | |
| Improvement | A4L-8602 | tag in contract negotiations | apply same tag concept in contract comments to the contract negotiations add the ability to tag all current watchers php 8 update | |
| Improvement | A4L-8580 | Invoice Template Revamp- Money Module | *Summary:* Supporting Zatca Layout in Invoice Templates. Handling Export Invoice Templates. *HLD:* Structuring the templates database and removing serialized arrays into json. File Structuring & Revamping the whole files in templates (JavaScript files, views into sections). Supporting a new layout (Zatca layout). Handling the export into docs & pdf. Customizations: # logo position (left-right-center) # show/hide table sub totals (Services/Expenses/Timelogs) # support sub totals translations for each category(Services/Expenses/Timelogs) # add new total to the total summary (in case discount is at both levels) which is the invoice discount total | |
| Improvement | A4L-8531 | Add contract to time entry calendar | * add contract and contract lookup to the vue frontend * edit the laravel API * add controller and routes to contracts API !image-2022-09-21-00-17-34-780.png! | |
| Improvement | A4L-8465 | Zamil-Contract Approval - Assignee | Enable the Contract Approvers list to include the assignee on the Contract alone When we assign a contract to someone, that assignee should be the only one included in the approver's list. Issue Design: - From the approval center -> check if there is assignee --> if yes, the approver type must be set to assignee and the assignee must be selected alone. | |
| Improvement | A4L-8370 | send email notifications when apis are called | send email notifications when apis are called for all existing triggers in contract High level design: * add contract * add contract from template * edit * move status Testing | |
| Improvement | A4L-8110 | Mile stone gantt chart per contract | To apply this grant chart per contract https://www.projectmanager.com/blog/milestones-project-management | |
| Improvement | A4L-7978 | Add User - Access types | When adding a user, if the instance does not have Contracts license then hide the "Contracts" option in access type (and unselected by default) + If an instance doesn't have Collaborator license then hide the "Collaborator" option when adding a Client Portal user + when changing password and all actions that has update on the users to be tested | |
| Improvement | A4L-7873 | Add related bills in the matter in the core side | Add related bills in the matter in the core side | |
| Improvement | A4L-7046 | API for Client Portal | 1- User authenticate 2- Get File Information 3- Download File 4- Upload File We need to inform ADD to use the new API structure for the CP. Then, we need to finish the rest Apis, and then work on the frontend side. | |
| Improvement | A4L-7039 | fetch contact as requester in cp instead of cp user | In CP, when adding a contract requester lookup is fetching CP users, then the contract requester id is being set as the cp user then the contact id related to this cp user is being fetched to replace the cp user id. it is better to fetch contact id from the beginning. | |
| Improvement | A4L-6722 | Revamp Contract Templates Design | [https://xd.adobe.com/view/3f2dda63-7a18-4468-a273-a189fbd147e7-6a7e/] - Apply new design provided by Reda - show variable names as a dropdown instead of input by fetching variables from template | |
| Improvement | A4L-6558 | SADERLEX Phase 2 | - upload doc design broken (contract template) |how to manage safa in a4l (we might have different providers also) -how to protect the subscription? what if it is expired? -how to update a template in safa? Is it from our side or theirs?They will give us Safa contract, are we going to update it? By track changes? Every time they change a contract? -Where we will save the templates? -Are we going to show the templates as a view with the variables replaced to the user? -how saderLex will be done? Is it an addon? or will the data be on our clauses| | |
| Bug | A4L-8877 | in contract export to word separate value from currency | !image-2022-11-03-16-51-01-687.png! | |
| Bug | A4L-8852 | file too big alert in attachments not being translated | !image-2022-10-31-13-08-34-286.png|thumbnail! file is too big alert in attachments not being translated in all system since we are using the minified dropzone.min.js and it's being hardcoded. | |
| Bug | A4L-8827 | bug in header on small screen | !image-2022-10-21-16-35-42-914.png|thumbnail! | |
| Bug | A4L-8804 | Multiple milestones added on invalid attachment | In contract , milestones are saving twice on invalid attachment. Scenario : # Add a milestone with an attachment greater than 50mbs and then another valid attachment in the same form. # After error shows, remove the invalid file and keep the valid file. # Two milestones are added for the same milestone. | |
| Bug | A4L-8553 | bug in contract advanced field | not equal not working for approvers search for approvers and signees not working properly whether equal or not equal is chosen. custom fields lookup not working. milestone bug if only start date is entered it will be displayed as none. | |
| Bug | A4L-8393 | bugs in cp signup | * When signing up the client portal , if we dont fill the fields an error message will only show on the email. Once we fill the email , the error will start showing on other fields. * In client portal, on sign up, wrong error on confirm password, should show that it is a required field. | |
| Bug | A4L-8260 | Notification icon bug in add contract from template | If already in the upload contract page, and opened the add contract from template in the same page, the notification icon is not working. | |
| Bug | A4L-8091 | Contract-SQL Injection | ||
| Bug | A4L-7005 | Bug in client portal when the requester is related to 2 cp users | *Scenario:* When 2 cp users are created with the same first name and last name, they are being related to the same person, so when a contract/case/matter container is shared in cp, 2 records are appearing each have different requester (the 2 different cp users with identical name). *Suggested Solutions:* 1- when a new cp user is created, check the combination of first name - last name - email to know if their is a person it should be related to instead of only first name and last name. in this way, it wont link more than 1 cp user to the same person since cp user email is unique. (It was working like that previously but it was changed because of a problem in active directory because person email is not required, so if this solution was applied the active directory import users should be checked). 2- when a new cp user is created, and a person with the same name and last name is added, a check should be done if the person is already linked to a cp user, and if it is linked, a new person should be created with the new email and linked to the new user. However, There should be migration for old data for cp users linked to same person, where a new person should be created for every cp user, this can be done by going through every person, checking if it has more than 1 cp user linked to it, if yes, checking which one has the same email => keep this user linked to this person=> create new persons with the other user emails => link the new persons to each cp_user | |
| Bug | A4L-9047 | PHP Error when adding license and waivers in a company | A php error occurred when adding a license and waiver for a company while letting the remind(required field) *empty * And it will be saved in the database as a license and waivers without being showed in the license and waivers grid | |
| Bug | A4L-8992 | Invoice Template - Firm's Description in header if empty gives an error | If the Firm's Description is left empty and selected in the invoice template, then the exported invoice in word gives an error. | |
| Task | A4L-9031 | Allow/Deny User from Linking Matters to Invoice/Bills/Expenses Based on his License | In A4L-6916, We Allowed the user with a contract license to access Money Module, and we introduced the ability to record expenses from a contract.
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