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 250627) ==
== Latest Version (Build 251211) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
** [Fix] False positive when validating transfer transactions.
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
* '''Calendar'''
* '''Billing'''
** [Change] To-do items can now be marked as complete from the properties window (Desktop App).
** [Fix] Error listing time records for a contact.
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate address prompt did not show the updated address.
** [New] Age for individual contacts.
** [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] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
** [Fix] Error listing content markers in some Excel templates.
** [Fix] Service accounts could not be used to send emails using Microsoft 365.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Fix] Document type was not applied when generating documents non-interactively.
** [Change] Document type picker now groups by category.
** [Change] Improved compatibility when inserting SVG images into Word documents.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Filter documents by term (Desktop App).
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [New] Markdown templates can be used to generate HTML files.
** [Change] Resources referenced by template configurations now appear as dependencies.
** [New] Format-specific options for templates.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
* '''Matters'''
** [New] Dependencies tab on document type editor (Desktop App).
** [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
** [New] Document types can now include comments/instructions for users.
** [Change] API improvements for working with lists of matters, as well as custom fields.
* '''Workflow'''
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
** [Fix] The output of a process was not returned by the API unless it was paused.
* '''Workgroups'''
** [Change] Rules which update fields can now store their result.
** [Fix] Duplicate roles/fields on summary.
** [Change] Rules to add existing item(s) can now update multiple assets.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Change] Rule log entries now include the duration of each rule or action.
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
** [New] Transaction particulars can now be set using rules.
* '''Other'''
* '''Other'''
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Fix] Improved caching of frequently-accessed data.
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Upgraded to .NET 10.
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Improvements to the Dark theme (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) ==
== Previous Version (Build 251107) ==


*'''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'''
*'''Documents'''
**[Fix] Identifying attachments to emails in MSG format.
** [Fix] Email templates containing tables could not override the width using styles/classes.
**[Change] Improved UI for uploading documents (Desktop App).
** [Fix] Auto-mapping feature for template configurations (Desktop App).
**[Change] Uploading large documents (chunked).
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
**[Change] Transform attachments during document creation (Desktop App).
** [Change] Improved consistency of mapping options for assets.
**[Change] Default template for when multiple configurations exist for the same purpose.
** [Change] Default content specifications for emails now include the sender's name.
**[Change] Override description for templates with multiple configurations.
** [New] Ability to nominate a successor when deleting a document type.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
* '''Matters'''
**[New] "Compress to ZIP file" transformation.
** [New] Granular permissions for custom fields on matters.
**[New] Categories for document types.
* '''Workflow'''
**[New] Preview documents during upload.
** [Fix] Exporting processes containing forms.
*'''Telephony'''
** [Fix] Updating dependencies in processes during merge/replace.
**[Fix] Shortening telephone numbers for dialling purposes.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
*'''Workflow'''
* '''Other'''
**[Fix] Updating conditions in rules.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
**[New] Queuing activities (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
*'''Other'''
** [Fix] Processing escape characters inside Markdown.
**[Fix] Managing multiple concurrent database engines.
** [Fix] Copying some text content to the clipboard (Desktop App).
**[Fix] Closing audio recorder during recording/playback (Desktop App).
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
** [Change] Improved performance when editing expressions (outside of content specifications) (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 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 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250417|Build 250417]]

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

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