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 250912) ==
== Latest Version (Build 251107) ==
This version does not affect the Desktop App.


* '''Accounting'''
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
* '''Contacts'''
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [New] GST registration status as a separate financial entry type.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Documents'''
* '''Documents'''
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Change] Duplicating a template now also duplicates its configurations.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Change] Improved performance when checking document size.
** [Change] Improved consistency of mapping options for assets.
** [Change] Folder listings in the DMS App now support pagination.
** [Change] Default content specifications for emails now include the sender's name.
** [Change] Significant performance improvement when authenticating via MS-OFBA.
** [New] Ability to nominate a successor when deleting a document type.
* '''Matters'''
** [New] Granular permissions for custom fields on matters.
* '''Workflow'''
* '''Workflow'''
** [Change] The values of field assets can now be set directly in 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] Invalid Markdown caused issues with parsing.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Fix] Removing deleted items from the search index.
** [Fix] Processing escape characters inside Markdown.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Fix] Copying some text content to the clipboard (Desktop App).
** [Change] Tables can now be loaded directly from field assets.
** [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 250905) ==
== Previous Version (Build 251027) ==


*'''Accounting'''
* '''Billing'''
**[Change] Client names for trust compliance purposes now include known aliases.
** [Fix] Items on quotes created using rules did not apply charge policies.
*'''Documents'''
** [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
**[Fix] Failure to read metadata from a document would also cause upload to fail.
** [New] Invoices can now be finalised using rules.
**[Fix] Unused roles/fields were not removed as intended.
** [New] Historical code for invoices.
**[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
* '''Contacts'''
**[Fix] Document destination not correctly passed down to fragments.
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
**[Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
* '''Documents'''
**[Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
** [Fix] Copying clauses containing tables (Desktop App).
**[Change] Additional options when configuring related document assets.
** [Fix] Deleting party definitions from document types.
**[Change] Improved handling of attachments for document formats that do not support them.
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
**[Change] Fragments can now include information about related documents.
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
**[Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
** [Fix] Uploading blank documents to MinIO stores.
**[Change] Placeholder images and sample attachments when testing templates.
** [Fix] Issues with default behaviour for document assets when used as attachments.
**[Change] Field assets no longer require a parent asset.
** [Fix] Race condition when checking documents out.
**[Change] New assets no longer added as children of the selected asset by default (Desktop App).
** [Fix] Document descriptions using parties on matter instead of parties on the document.
**[Change] Template categories are now collapsible in document creation (Desktop App).
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
**[Change] Assets can now be duplicated in the template editor (Desktop App).
** [Change] Prompt to copy an existing template configuration (Desktop App).
**[Change] Template configurations can now be pinned to the top of the view.
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
**[Change] Multi-select for assets in the template editor (Desktop App).
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
**[Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
* '''Matter'''
**[New] Non-breaking spaces can now be inserted into Word documents.
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
**[New] Support for images in SVG format.
** [Change] Additional options for related contact assets.
*'''Matters'''
** [New] Linking Trust/CMA authority documents.
**[Fix] Matter summary not updating when the workgroup changes.
** [New] Matters can now be commenced/concluded using rules.
*'''Workflow'''
* '''Workflow'''
**[Fix] Rules using the "or" condition did not evaluate correctly.
** [Fix] Nested rules executed in the wrong order after resuming the process.
**[Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
** [Fix] Copy/paste nested blocks in forms (Desktop App).
**[Fix] Pagination not working for rule logs (Desktop App).
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
**[Fix] Validation criteria for rules that create task/calendar items.
** [Fix] Task/calendar items preventing processes from ending.
**[Fix] Drop-downs clearing after changing the order of rules (Desktop App).
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
**[Change] Rules that start other processes can now map each property of a custom asset separately.
** [Change] Labels on form controls can now be updated by rules.
**[Change] Improved validation when starting processes manually.
** [Change] Controls on forms can now bind to the current asset in a repetition block.
**[Change] Additional options for conditions on rules.
** [Change] Table functions now work with table controls (as well as table fields).
*'''Other'''
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
**[Fix] Improved resilience of REST API client when connecting to newer server versions.
** [Change] Hidden form controls are now treated as empty.
**[Fix] Reading/writing to custom fields with percentage formatting.
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
**[Fix] Some formatting not applied to custom fields during initial display (Desktop App).
** [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
**[Fix] Expressions now follow more consistent rules for empty values and conversion between data types.
** [Change] Document assets in processes can now be associated with a specific document type (affects rules).
**[Fix] Table functions in expressions ignored filters on rows.
** [Change] Editing assets in processes now consistent with document template editor (Desktop App).
**[Fix] Improved performance during scrolling (Desktop App).
* '''Other'''
**[Fix] Expression formatting reinstated immediately after being toggled off by the user (Desktop App).
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
**[Change] Vertical scroll position now resets when switching between pages (Desktop App).
** [Fix] Various items permitted creation of invalid relationships.
**[Change] Syntax highlighting now shows mismatched parentheses and function arguments (Desktop App).
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
**[Change] Suggested expressions now favour prefix matches (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
**[New] Additional functions for use in expressions.
** [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 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250717|Build 250717]]

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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