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 251211) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
** [Change] Reconciliation transactions can now be exported in CSV format.
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
* '''Billing'''
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
* '''Calendar'''
* '''Calendar'''
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
** [Change] To-do items can now be marked as complete from the properties window (Desktop App).
* '''Contacts'''
** [New] Age for individual contacts.
* '''Documents'''
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
** [New] User preferences for the template editor (Desktop App).
** [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'''
* '''Matters'''
** [Fix] Hard copy location can now be referenced in expressions.
** [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
** [Fix] The role/member picker did not always include the manager role.
** [Change] API improvements for working with lists of matters, as well as custom fields.
** [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] The output of a process was not returned by the API unless it was paused.
** [Fix] False positive validation errors when starting processes.
** [Change] Rules which update fields can now store their result.
** [Fix] Entry points not triggering for some processes.
** [Change] Rules to add existing item(s) can now update multiple assets.
** [New] Entry points can now trigger when a document is generated from a template.
** [Change] Rule log entries now include the duration of each rule or action.
** [New] Added conditions for rules that query documents and check custom fields.
** [New] Transaction particulars can now be set using rules.
** [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] Configuration files could become corrupted due to a race condition (Desktop App).
** [Change] Removed delay before loading various views (Desktop App).
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [New] Users can now override example values in the expression browser (Desktop App).
** [Fix] Improved caching of frequently-accessed data.
** [New] Embedded content can now subscribe to push notifications.
** [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 250627) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
*'''Documents'''
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Fix] False positive when validating transfer transactions.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
* '''Billing'''
** [Change] Improved consistency of mapping options for assets.
** [Fix] Error listing time records for a contact.
** [Change] Default content specifications for emails now include the sender's name.
* '''Contacts'''
** [New] Ability to nominate a successor when deleting a document type.
** [Fix] Duplicate address prompt did not show the updated address.
* '''Matters'''
** [Fix] Destruction date appears on previous versions of a contact.
** [New] Granular permissions for custom fields on matters.
** [Fix] Invalid communication entries could display errors instead of validation messages.
* '''Documents'''
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Error listing content markers in some Excel templates.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Change] Document type picker now groups by category.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Change] Resources referenced by template configurations now appear as dependencies.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Dependencies tab on document type editor (Desktop App).
** [New] Document types can now include comments/instructions for users.
* '''Workflow'''
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
** [Fix] Exporting processes containing forms.
* '''Workgroups'''
** [Fix] Updating dependencies in processes during merge/replace.
** [Fix] Duplicate roles/fields on summary.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Fix] Processing escape characters inside Markdown.
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Improved performance when editing expressions (outside of content specifications) (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).


== 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 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250509|Build 250509]]

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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