System Improvements

This page includes some of the planned system improvements and small fixes for better code structure as well as better user experience.

Cypress Test

GitHub Issue Cypress

• Cypress testing implementation.

Admin Pages - BgColour

Change background colour slightly so that it is obvious when you are in admin mode, like Metabase does. Maybe use light purple.

Disable Office Selection for Matter

GitHub Issue 1471

Prefill office selection according to Staff

• Office selection should only be available for System Admin

Field masking (UI library, AUS)

Standard masking for telephone numbers. Take out all spaces in data.

Standard masking ## #### ### ###

UI Top Bar

• Small amount of padding required around top and bottom of logo.
• Have quick button for time entry so it is just one click away at all times, as this is the most commonly used modal.
  • currently we need to click + button and then time entry button.
• Notifications should include router link to relevant Matter, Client etc and open them up in new window so that you can look at what you have been assigned to.

Sharepoint integration

Sharepoint integration into Portal ‘view’ for Matter

Dashboard refactor

• Replace Metabase. Replace with Portal data info to ‘start day’.

To improve Lawyer efficiency.

• recent actions/activities.
• Recent Matters, etc. Links.

Activities to turn into time entires. Linked to other features via Dashboard. Secondary flow.

UI review

• Review core elements of UI to improve look-and-feel and usability.

Efficiency

• Reduce the number of clicks to do common tasks.
• Reduce necessity to open and close pages to complete things, e.g. use of pop-up for common tasks. GlobalModal

Graphs

• Embed graphs within Portal. Chart.js

Email

• New Email to be draggable and resizable instead of the current right bottom

Improve Security

• Data security. Immutability of data changes record.
• Trust accounting. Immutability of data changes record.

Projects and Routines

• Make Projects only relate to VC projects.
• Create a new type of entity – ‘Routine’.

This should replace most of the Projects. We could relabel all existing Projects into Routines and then create a new table for Projects, or just create metadata for Projects to split between Routines and Projects.

• Consider moving Routine calendars into Portal.
• Create TO DO lists of Tasks on Dashboard.

Migration to Pinia

The officially recommended state management tool for Vue projects has changed to Pinia.

What is Pinia?

Pinia is a lightweight alternative to Vuex for state management in Vue.js applications.

It provides a simpler and more intuitive API, better type-safety, and improved performance.

Migration

Migrating from Vuex to Pinia involves updating the state management code in the application to use the Pinia API instead of Vuex.

Migration is planned for version to be released in 2023 Q4.

Improve Efficiency

• BusOps efficiency improvement. Reducing systems, etc.
• Lawyer efficiency improvement.
• Detailed audit logs and queries. Portal-wide.
• Query optimization – speed improvement.
• Lawyer-led.
• Quick wins to improve efficiency and sort out lawyer-led issues/obstacles.

Code Refactoring

• Syntaq implementation – refactor.