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 250717) ==
== Latest Version (Build 251107) ==


* '''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Change] Reconciliation transactions can now be exported in CSV format.
* '''Billing'''
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
* '''Calendar'''
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
* '''Documents'''
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [New] User preferences for the template editor (Desktop App).
** [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'''
* '''Matters'''
** [Fix] Hard copy location can now be referenced in expressions.
** [New] Granular permissions for custom fields on matters.
** [Fix] The role/member picker did not always include the manager role.
** [Change] Matters exported for offline viewing can now include documents and time records.
* '''Workflow'''
* '''Workflow'''
** [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
** [Fix] Exporting processes containing forms.
** [Fix] False positive validation errors when starting processes.
** [Fix] Updating dependencies in processes during merge/replace.
** [Fix] Entry points not triggering for some processes.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
** [New] Entry points can now trigger when a document is generated from a template.
** [New] Added conditions for rules that query documents and check custom fields.
** [New] Assets can now be renamed while editing rules (Desktop App).
** [New] User preferences for the process editor (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Change] Removed delay before loading various views (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
** [New] Users can now override example values in the expression browser (Desktop App).
** [Fix] Processing escape characters inside Markdown.
** [New] Embedded content can now subscribe to push notifications.
** [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 250627) ==
== Previous Version (Build 251027) ==


*'''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'''
* '''Billing'''
** [Fix] Error listing time records for a contact.
** [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'''
* '''Contacts'''
** [Fix] Duplicate address prompt did not show the updated address.
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
** [Fix] Destruction date appears on previous versions of a contact.
** [Fix] Invalid communication entries could display errors instead of validation messages.
* '''Documents'''
* '''Documents'''
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Copying clauses containing tables (Desktop App).
** [Fix] Error listing content markers in some Excel templates.
** [Fix] Deleting party definitions from document types.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [Change] Document type picker now groups by category.
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Fix] Uploading blank documents to MinIO stores.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Change] Resources referenced by template configurations now appear as dependencies.
** [Fix] Race condition when checking documents out.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [New] Dependencies tab on document type editor (Desktop App).
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [New] Document types can now include comments/instructions for users.
** [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'''
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
** [Fix] Nested rules executed in the wrong order after resuming the process.
* '''Workgroups'''
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [Fix] Duplicate roles/fields on summary.
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] Task/calendar items preventing processes from ending.
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
** [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] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Various items permitted creation of invalid relationships.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] Percent sign now implicitly added to percentage fields (Desktop App).
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Presentation of search options (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
** [Change] Ongoing implementation of change detection in editors (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 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250509|Build 250509]]

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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