Release Notes: Difference between revisions

From ContactsLaw Documentation
No edit summary
No edit summary
 
(21 intermediate revisions by the same user not shown)
Line 3: Line 3:
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 250417) ==
== Latest Version (Build 251211) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
** [Change] Transactions can now be held for review.
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
** [Change] Transaction authority can now be revoked.
** [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
** [Change] Warning if transaction particulars differ from financial entries on payee.
** [New] Transaction fees and surcharges (including credit card surcharges).
** [New] Transaction requests listing.
* '''Billing'''
** [Fix] Clients not notified when time records changed/deleted by work items.
** [Change] Invoice templates can now draw upon product charge policies.
* '''Calendar'''
* '''Calendar'''
** [New] Read/unread status for task/calendar items.
** [Change] To-do items can now be marked as complete from the properties window (Desktop App).
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate detection.
** [New] Age for individual contacts.
** [New] Financial entry verification.
* '''Documents'''
* '''Documents'''
** [Fix] New blank document command (Desktop App).
** [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
** [Fix] Invalid markup when inserting tables into Word documents.
** [Fix] Service accounts could not be used to send emails using Microsoft 365.
** [Fix] Authentication errors (DMS App).
** [Fix] Document type was not applied when generating documents non-interactively.
** [Fix] Potential race condition when deleting documents.
** [Change] Improved compatibility when inserting SVG images into Word documents.
** [Fix] Better detection of inline attachments to emails.
** [Change] Filter documents by term (Desktop App).
** [Change] Convert from MSG to EML before extracting attachments.
** [New] Markdown templates can be used to generate HTML files.
** [Change] Streamline page counting for PDFs.
** [New] Format-specific options for templates.
** [New] Bottom-up mode for creating briefs.
* '''Matters'''
** [New] Additional document conversions.
** [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
** [New] Page stamping for PDFs.
** [Change] API improvements for working with lists of matters, as well as custom fields.
* '''Workflow'''
* '''Workflow'''
** [Fix] Updating addresses and communication entries using rules.
** [Fix] The output of a process was not returned by the API unless it was paused.
** [Fix] Potentially unreachable entry points.
** [Change] Rules which update fields can now store their result.
** [New] Additional rule types.
** [Change] Rules to add existing item(s) can now update multiple assets.
** [New] Indirect activities, treat processes as activities.
** [Change] Rule log entries now include the duration of each rule or action.
** [New] Process categories.
** [New] Transaction particulars can now be set using rules.
* '''Other'''
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [Change] Implemented change detection in various editors.
** [Fix] Improved caching of frequently-accessed data.
** [Change] Updates to design language (Desktop App).
** [Change] Upgraded to .NET 10.
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
** [New] Audio player/recorder plug-in (Desktop App).
** [Change] Improvements to the Dark theme (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [New] External linking to resources (Desktop App).


== Previous Version (Build 250213) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
*'''Documents'''
** [Change] Improved transaction validation criteria.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Change] Improved account validation criteria.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
* '''Billing'''
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Fix] Time records not grouped correctly.
** [Change] Improved consistency of mapping options for assets.
** [Fix] Time record descriptions not building correctly.
** [Change] Default content specifications for emails now include the sender's name.
** [New] Workgroup-specific disbursement types.
** [New] Ability to nominate a successor when deleting a document type.
* '''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'''
** [Fix] Emails not generating properly on Linux.
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Fix] Recursion error when listing folders.
** [New] Link-only documents.
** [New] Transformation to upgrade legacy text messages.
** [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).


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


* [[Release Notes Build 251027|Build 251027]]
* [[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 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 16:55, 11 December 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 251211)

  • Accounting
    • [Change] Sub-ledgers of Accounts Payable are now required to be creditor contacts.
    • [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for Monies Held on Trust).
  • Calendar
    • [Change] To-do items can now be marked as complete from the properties window (Desktop App).
  • Contacts
    • [New] Age for individual contacts.
  • Documents
    • [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
    • [Fix] Service accounts could not be used to send emails using Microsoft 365.
    • [Fix] Document type was not applied when generating documents non-interactively.
    • [Change] Improved compatibility when inserting SVG images into Word documents.
    • [Change] Filter documents by term (Desktop App).
    • [New] Markdown templates can be used to generate HTML files.
    • [New] Format-specific options for templates.
  • Matters
    • [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
    • [Change] API improvements for working with lists of matters, as well as custom fields.
  • Workflow
    • [Fix] The output of a process was not returned by the API unless it was paused.
    • [Change] Rules which update fields can now store their result.
    • [Change] Rules to add existing item(s) can now update multiple assets.
    • [Change] Rule log entries now include the duration of each rule or action.
    • [New] Transaction particulars can now be set using rules.
  • Other
    • [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
    • [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
    • [Fix] Improved caching of frequently-accessed data.
    • [Change] Upgraded to .NET 10.
    • [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
    • [Change] Improvements to the Dark theme (Desktop App).

Previous 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).

Earlier Versions

Retrieved from "https://docs.contactslaw.com.au/index.php?title=Release_Notes&oldid=2439"