Release Notes: Difference between revisions

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Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 250213) ==
== Latest Version (Build 250627) ==


* '''Accounting'''
* '''Accounting'''
** [Change] Improved transaction validation criteria.
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Change] Improved account validation criteria.
** [Fix] False positive when validating transfer transactions.
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
* '''Billing'''
* '''Billing'''
** [Fix] Time records not grouped correctly.
** [Fix] Error listing time records for a contact.
** [Fix] Time record descriptions not building correctly.
** [New] Workgroup-specific disbursement types.
* '''Calendar'''
** [New] Related documents on task/calendar items.
* '''Contacts'''
* '''Contacts'''
** [Fix] Validation criteria for individual names.
** [Fix] Duplicate address prompt did not show the updated address.
** [Change] Protection from accidental deletion (Desktop App).
** [Fix] Destruction date appears on previous versions of a contact.
** [Change] Improved detection of duplicate addresses and communication entries.
** [Fix] Invalid communication entries could display errors instead of validation messages.
** [Change] All telephone numbers are now stored in their international form.
** [New] "Party" indicator.
** [New] Ownership indicator for custom domain names.
* '''Daemon'''
** [Fix] Job schedules failed to update upon completion.
* '''Documents'''
* '''Documents'''
** [Fix] Emails not generating properly on Linux.
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Error listing content markers in some Excel templates.
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Fix] Recursion error when listing folders.
** [Change] Document type picker now groups by category.
** [New] Link-only documents.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [New] Transformation to upgrade legacy text messages.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [New] Apply transformations to existing documents (Desktop App).
** [Change] Resources referenced by template configurations now appear as dependencies.
** [New] "Recommended" transformations applied during upload.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Basic audio player/recorder (Desktop App).
** [New] Dependencies tab on document type editor (Desktop App).
* '''Matters'''
** [New] Document types can now include comments/instructions for users.
** [Fix] Matter type can no longer be changed after creation.
** [Change] Conflict checking now applies to capacity subjects.
** [Change] Create matters without commencing (Desktop App).
** [New] "Continue on new" command (Desktop App).
* '''Search'''
** [Fix] Issues with searching by historical code.
** [Change] Context menus on search results (Desktop App).
** [Change] Explanations in tooltips for inexact matches (Desktop App).
** [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
* '''Workflow'''
* '''Workflow'''
** [Change] Improved validation for process/form rules.
** [Fix] Changes to process rules did not trigger the creation of previous versions.
* '''Workgroups'''
** [Fix] Duplicate roles/fields on summary.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Window border colour on Windows 11 (Desktop App).
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Validation errors not showing on specific fields (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Cannot remove member filter from audit log.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [Change] Ongoing implementation of change detection in editors (Desktop App).


== Previous Version (Build 250106) ==
== Previous Version (Build 250612) ==


* '''Accounting'''
*'''Accounting'''
** [Fix] Creditor invoice totals incorrect.
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
** [Fix] Transaction validation criteria.
**[Change] Compliance improvements for various trust reports.
** [Fix] Transfer transactions missing bank narration field (Desktop App).
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [Change] Transaction listing is now an exportable report.
**[New] Record of trust statements now retained on matters.
** [New] Options dialog for EOY Rollover Journal (Desktop App).
**[New] Scheduled job type for generating trust statements.
* '''Billing'''
*'''Calendar'''
** [Change] Time records can be marked non-chargeable.
**[Change] User preferences for calendar/tasks views (Desktop App).
** [Change] Generating documents from time records.
*'''Contacts'''
* '''Businesses'''
**[Change] Rules for business short codes (improves matter reference recognition).
** [Fix] Matter codes when business prefix changes.
*'''Documents'''
* '''Calendar'''
**[Fix] Identifying attachments to emails in MSG format.
** [Change] Different start/end time zones for items.
**[Change] Improved UI for uploading documents (Desktop App).
** [Change] Additional options for recurring items.
**[Change] Uploading large documents (chunked).
** [New] Holiday items, external service (Nager).
**[Change] Transform attachments during document creation (Desktop App).
* '''Contacts'''
**[Change] Default template for when multiple configurations exist for the same purpose.
** [Change] Evidence of release for packet items.
**[Change] Override description for templates with multiple configurations.
* '''Documents'''
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
** [Fix] Resilience when DMS App is unavailable (Desktop App).
**[New] "Compress to ZIP file" transformation.
** [Fix] Table styles in Word templates.
**[New] Categories for document types.
** [Fix] Complex Markdown.
**[New] Preview documents during upload.
** [Change] Clause picker no longer modal (Desktop App).
*'''Telephony'''
** [Change] Improved type conversion in expressions.
**[Fix] Shortening telephone numbers for dialling purposes.
* '''Other'''
*'''Workflow'''
** [Fix] New window when maximised (Desktop App).
**[Fix] Updating conditions in rules.
** [Change] Improved presentation for parties/fields (Desktop App).
**[New] Queuing activities (Desktop App).
** [Change] Improved change management for REST APIs.
*'''Other'''
**[Fix] Managing multiple concurrent database engines.
**[Fix] Closing audio recorder during recording/playback (Desktop App).
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
**[Fix] Change detection in various editors (Desktop App).
**[Fix] Scrolling in various editors (Desktop App).
**[Fix] Implementation for <code>Contains()</code> function in expressions.
**[Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
**[Change] Various UI enhancements (Desktop App).
**[Change] Improved editing experience for default values of custom fields (Desktop App).
**[New] Employment Hero integration (import general journals).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 14:30, 27 June 2025

This page lists the changes in each software update for ContactsLaw.

Updates typically affect multiple system components. Notes which relate specifically to the Desktop App are marked separately.

Latest Version (Build 250627)

  • Accounting
    • [Fix] False positive when validating creditor invoices and disbursement journals.
    • [Fix] False positive when validating transfer transactions.
    • [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
  • Billing
    • [Fix] Error listing time records for a contact.
  • Contacts
    • [Fix] Duplicate address prompt did not show the updated address.
    • [Fix] Destruction date appears on previous versions of a contact.
    • [Fix] Invalid communication entries could display errors instead of validation messages.
  • Documents
    • [Fix] Template body not displayed after uploading a Markdown document.
    • [Fix] Error listing content markers in some Excel templates.
    • [Change] "Author" is now a built-in role that defaults to the current member.
    • [Change] Document type picker now groups by category.
    • [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
    • [Change] Default path for document type is now presented as a drop-down (Desktop App).
    • [Change] Resources referenced by template configurations now appear as dependencies.
    • [Change] Document type picker now distinguishes between workgroups (Desktop App).
    • [New] Dependencies tab on document type editor (Desktop App).
    • [New] Document types can now include comments/instructions for users.
  • Workflow
    • [Fix] Changes to process rules did not trigger the creation of previous versions.
  • Workgroups
    • [Fix] Duplicate roles/fields on summary.
    • [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
    • [Fix] List of assets did not update when changing parent workgroup (Desktop App).
  • Other
    • [Fix] Inconsistent error messages when switching between servers (Desktop App).
    • [Fix] Various bugs when editing rich text (Desktop App).
    • [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
    • [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
    • [Change] Various resources that use categories now display uncategorised items at the bottom.
    • [Change] Reduced flicker when updating various views (Desktop App).
    • [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
    • [Change] Ongoing implementation of change detection in editors (Desktop App).

Previous Version (Build 250612)

  • Accounting
    • [Fix] Trust receipts by cheque/cash can now only be processed via bank deposit.
    • [Change] Compliance improvements for various trust reports.
    • [Change] Capturing/suggesting bank name for receipts by cheque.
    • [New] Record of trust statements now retained on matters.
    • [New] Scheduled job type for generating trust statements.
  • Calendar
    • [Change] User preferences for calendar/tasks views (Desktop App).
  • Contacts
    • [Change] Rules for business short codes (improves matter reference recognition).
  • Documents
    • [Fix] Identifying attachments to emails in MSG format.
    • [Change] Improved UI for uploading documents (Desktop App).
    • [Change] Uploading large documents (chunked).
    • [Change] Transform attachments during document creation (Desktop App).
    • [Change] Default template for when multiple configurations exist for the same purpose.
    • [Change] Override description for templates with multiple configurations.
    • [Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
    • [New] "Compress to ZIP file" transformation.
    • [New] Categories for document types.
    • [New] Preview documents during upload.
  • Telephony
    • [Fix] Shortening telephone numbers for dialling purposes.
  • Workflow
    • [Fix] Updating conditions in rules.
    • [New] Queuing activities (Desktop App).
  • Other
    • [Fix] Managing multiple concurrent database engines.
    • [Fix] Closing audio recorder during recording/playback (Desktop App).
    • [Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
    • [Fix] Change detection in various editors (Desktop App).
    • [Fix] Scrolling in various editors (Desktop App).
    • [Fix] Implementation for Contains() function in expressions.
    • [Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
    • [Change] Various UI enhancements (Desktop App).
    • [Change] Improved editing experience for default values of custom fields (Desktop App).
    • [New] Employment Hero integration (import general journals).

Earlier Versions

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