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 251107) ==


* '''Accounting'''
** [Change] Improved transaction validation criteria.
** [Change] Improved account validation criteria.
* '''Billing'''
** [Fix] Time records not grouped correctly.
** [Fix] Time record descriptions not building correctly.
** [New] Workgroup-specific disbursement types.
* '''Calendar'''
** [New] Related documents on task/calendar items.
* '''Contacts'''
** [Fix] Validation criteria for individual names.
** [Change] Protection from accidental deletion (Desktop App).
** [Change] Improved detection of duplicate addresses and communication entries.
** [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] Email templates containing tables could not override the width using styles/classes.
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Fix] Recursion error when listing folders.
** [Change] Improved consistency of mapping options for assets.
** [New] Link-only documents.
** [Change] Default content specifications for emails now include the sender's name.
** [New] Transformation to upgrade legacy text messages.
** [New] Ability to nominate a successor when deleting a document type.
** [New] Apply transformations to existing documents (Desktop App).
** [New] "Recommended" transformations applied during upload.
** [New] Basic audio player/recorder (Desktop App).
* '''Matters'''
* '''Matters'''
** [Fix] Matter type can no longer be changed after creation.
** [New] Granular permissions for custom fields on matters.
** [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] Exporting processes containing forms.
** [Fix] Updating dependencies in processes during merge/replace.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
* '''Other'''
* '''Other'''
** [Fix] Window border colour on Windows 11 (Desktop App).
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Fix] Validation errors not showing on specific fields (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Fix] Cannot remove member filter from audit log.
** [Fix] Processing escape characters inside Markdown.
** [Fix] Copying some text content to the clipboard (Desktop App).
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).


== Previous Version (Build 250106) ==
== Previous Version (Build 251027) ==


* '''Accounting'''
** [Fix] Creditor invoice totals incorrect.
** [Fix] Transaction validation criteria.
** [Fix] Transfer transactions missing bank narration field (Desktop App).
** [Change] Transaction listing is now an exportable report.
** [New] Options dialog for EOY Rollover Journal (Desktop App).
* '''Billing'''
* '''Billing'''
** [Change] Time records can be marked non-chargeable.
** [Fix] Items on quotes created using rules did not apply charge policies.
** [Change] Generating documents from time records.
** [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
* '''Businesses'''
** [New] Invoices can now be finalised using rules.
** [Fix] Matter codes when business prefix changes.
** [New] Historical code for invoices.
* '''Calendar'''
** [Change] Different start/end time zones for items.
** [Change] Additional options for recurring items.
** [New] Holiday items, external service (Nager).
* '''Contacts'''
* '''Contacts'''
** [Change] Evidence of release for packet items.
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
* '''Documents'''
* '''Documents'''
** [Fix] Resilience when DMS App is unavailable (Desktop App).
** [Fix] Copying clauses containing tables (Desktop App).
** [Fix] Table styles in Word templates.
** [Fix] Deleting party definitions from document types.
** [Fix] Complex Markdown.
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [Change] Clause picker no longer modal (Desktop App).
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [Change] Improved type conversion in expressions.
** [Fix] Uploading blank documents to MinIO stores.
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Fix] Race condition when checking documents out.
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [Change] Prompt to copy an existing template configuration (Desktop App).
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
* '''Matter'''
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
** [Change] Additional options for related contact assets.
** [New] Linking Trust/CMA authority documents.
** [New] Matters can now be commenced/concluded using rules.
* '''Workflow'''
** [Fix] Nested rules executed in the wrong order after resuming the process.
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [Fix] Task/calendar items preventing processes from ending.
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
** [Change] Labels on form controls can now be updated by rules.
** [Change] Controls on forms can now bind to the current asset in a repetition block.
** [Change] Table functions now work with table controls (as well as table fields).
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
** [Change] Hidden form controls are now treated as empty.
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
** [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
** [Change] Document assets in processes can now be associated with a specific document type (affects rules).
** [Change] Editing assets in processes now consistent with document template editor (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] New window when maximised (Desktop App).
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
** [Change] Improved presentation for parties/fields (Desktop App).
** [Fix] Various items permitted creation of invalid relationships.
** [Change] Improved change management for REST APIs.
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
** [Change] Percent sign now implicitly added to percentage fields (Desktop App).
** [Change] Presentation of search options (Desktop App).
** [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
** [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).


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


* [[Release Notes Build 251013|Build 251013]]
* [[Release Notes Build 250926|Build 250926]]
* [[Release Notes Build 250912|Build 250912]]
* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[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 10:09, 7 November 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 251107)

  • Documents
    • [Fix] Email templates containing tables could not override the width using styles/classes.
    • [Fix] Auto-mapping feature for template configurations (Desktop App).
    • [Fix] Saving changes to template configurations after asset hierarchy has changed.
    • [Change] Improved consistency of mapping options for assets.
    • [Change] Default content specifications for emails now include the sender's name.
    • [New] Ability to nominate a successor when deleting a document type.
  • Matters
    • [New] Granular permissions for custom fields on matters.
  • Workflow
    • [Fix] Exporting processes containing forms.
    • [Fix] Updating dependencies in processes during merge/replace.
    • [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
  • Other
    • [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
    • [Fix] Literal text inside expressions could be modified during evaluation.
    • [Fix] Processing escape characters inside Markdown.
    • [Fix] Copying some text content to the clipboard (Desktop App).
    • [Fix] Encryption routines would sometimes fail due to incorrect implementation.
    • [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).

Previous Version (Build 251027)

  • Billing
    • [Fix] Items on quotes created using rules did not apply charge policies.
    • [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
    • [New] Invoices can now be finalised using rules.
    • [New] Historical code for invoices.
  • Contacts
    • [New] Pairs of contacts can now be marked "not duplicates" via relationships.
  • Documents
    • [Fix] Copying clauses containing tables (Desktop App).
    • [Fix] Deleting party definitions from document types.
    • [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
    • [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
    • [Fix] Uploading blank documents to MinIO stores.
    • [Fix] Issues with default behaviour for document assets when used as attachments.
    • [Fix] Race condition when checking documents out.
    • [Fix] Document descriptions using parties on matter instead of parties on the document.
    • [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
    • [Change] Prompt to copy an existing template configuration (Desktop App).
    • [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
    • [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
  • Matter
    • [Fix] Erroneous "party not in conflict" message when updating clients/parties.
    • [Change] Additional options for related contact assets.
    • [New] Linking Trust/CMA authority documents.
    • [New] Matters can now be commenced/concluded using rules.
  • Workflow
    • [Fix] Nested rules executed in the wrong order after resuming the process.
    • [Fix] Copy/paste nested blocks in forms (Desktop App).
    • [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
    • [Fix] Task/calendar items preventing processes from ending.
    • [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
    • [Change] Labels on form controls can now be updated by rules.
    • [Change] Controls on forms can now bind to the current asset in a repetition block.
    • [Change] Table functions now work with table controls (as well as table fields).
    • [Change] Choice controls can now store either the choice text or the number (starting from 1).
    • [Change] Hidden form controls are now treated as empty.
    • [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
    • [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
    • [Change] Document assets in processes can now be associated with a specific document type (affects rules).
    • [Change] Editing assets in processes now consistent with document template editor (Desktop App).
  • Other
    • [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
    • [Fix] Various items permitted creation of invalid relationships.
    • [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
    • [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
    • [Change] Percent sign now implicitly added to percentage fields (Desktop App).
    • [Change] Presentation of search options (Desktop App).
    • [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
    • [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).

Earlier Versions

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