Release 31/03/2023
Assembler 2
Data Extraction
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Add pdf-lib to merge PDFs in circle up (#362256, #34532).
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Improvements in saving information to persist data.
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Enhancements in PDF visualization when reopening the modal.
Cases
Agenda
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Improvements in how dates and times behave in registration to facilitate input.
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Default columns that cannot be disabled in all task tables.
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Table for agenda module with pagination and number of items in view.
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Professional agenda filter shows only items where the user is the executor.
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Professional lists show only active professionals.
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Title filter for the agenda module.
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Agenda “complete” button is now “execute.”
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Ability to link a URL to the completion of an agenda (to function correctly, it must be associated with a workflow).
Values, Requests, Calculations, and Guarantees
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Fixes and adjustments in the functionality of calculation buttons + update messages.
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Forecasted and contingency values are no longer free and now reflect the sum of request values; legacy remains divergent until the user edits the screen via cases.
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Request risks follow the main risk to simplify input.
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Updated forecasted and contingency values respect the percentage of risk defined in the calculation template.
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Request groups linked to case types.
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View of requests by group in the request list.
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Guarantees can be associated with requests.
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Warning of existing guarantee/request linked when removing a guarantee or request.
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Fixed error that failed to calculate on a day of the month when the index had not yet been included for calculation.
Search, Case List, and General Registration
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Process information report no longer shows errors when the firm does not have a logo associated with the Cases database.
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Case closure modal shows uncompleted items and lists guarantees.
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View of subcase hierarchy within the case file.
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Local hierarchy of consultative cases now shows country, state, and city.
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Removed the requirement for court and forum in editing.
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Display names for contract cases.
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Use of ID (cdprocesso) as the primary number for locating cases.
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Usability improvements in editing parties.
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Main party appears as the first party in the case file header.
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Removed the requirement for the involvement field in the party section.
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Added active and passive party columns to the case list (displays the main party or the first party in alphabetical order).
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Attachments working correctly and integrated with Looplex GED.
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External number not mandatory for consultative cases.
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Deactivation of additional information (supplementary data).
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Mandatory supplementary data fields.
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Supplementary text information with a scroll bar in card view.
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Search in supplementary information content.
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Search functions only with 3+ characters.
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Case phase displayed on the Timeline.
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Added responsible office field to the responsible parties card.