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Release 31/03/2023

Assembler 2

Data Extraction

  • Add pdf-lib to merge PDFs in circle up (#362256, #34532).

  • Improvements in saving information to persist data.

  • Enhancements in PDF visualization when reopening the modal.

Cases

Agenda

  • Improvements in how dates and times behave in registration to facilitate input.

  • Default columns that cannot be disabled in all task tables.

  • Table for agenda module with pagination and number of items in view.

  • Professional agenda filter shows only items where the user is the executor.

  • Professional lists show only active professionals.

  • Title filter for the agenda module.

  • Agenda “complete” button is now “execute.”

  • 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

  • Fixes and adjustments in the functionality of calculation buttons + update messages.

  • 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.

  • Request risks follow the main risk to simplify input.

  • Updated forecasted and contingency values respect the percentage of risk defined in the calculation template.

  • Request groups linked to case types.

  • View of requests by group in the request list.

  • Guarantees can be associated with requests.

  • Warning of existing guarantee/request linked when removing a guarantee or request.

  • 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

  • Process information report no longer shows errors when the firm does not have a logo associated with the Cases database.

  • Case closure modal shows uncompleted items and lists guarantees.

  • View of subcase hierarchy within the case file.

  • Local hierarchy of consultative cases now shows country, state, and city.

  • Removed the requirement for court and forum in editing.

  • Display names for contract cases.

  • Use of ID (cdprocesso) as the primary number for locating cases.

  • Usability improvements in editing parties.

  • Main party appears as the first party in the case file header.

  • Removed the requirement for the involvement field in the party section.

  • Added active and passive party columns to the case list (displays the main party or the first party in alphabetical order).

  • Attachments working correctly and integrated with Looplex GED.

  • External number not mandatory for consultative cases.

  • Deactivation of additional information (supplementary data).

  • Mandatory supplementary data fields.

  • Supplementary text information with a scroll bar in card view.

  • Search in supplementary information content.

  • Search functions only with 3+ characters.

  • Case phase displayed on the Timeline.

  • Added responsible office field to the responsible parties card.