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 250814) ==
== Latest Version (Build 251211) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
** [Change] Transaction totals can now be referenced in expressions.
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
* '''Calendar'''
* '''Calendar'''
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (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] 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'''
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] The output of a process was not returned by the API unless it was paused.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Change] Rules which update fields can now store their result.
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Change] Rules to add existing item(s) can now update multiple assets.
** [Change] Form editor now selects first page by default (Desktop App).
** [Change] Rule log entries now include the duration of each rule or action.
** [Change] More layout choices for labels and images on forms.
** [New] Transaction particulars can now be set using rules.
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
* '''Other'''
** [New] Rules can now populate assets using relationships between existing resources.
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [New] Forms can now declare their preferred width on the screen.
** [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 250717) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
*'''Documents'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Change] Reconciliation transactions can now be exported in CSV format.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
* '''Billing'''
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
** [Change] Improved consistency of mapping options for assets.
* '''Calendar'''
** [Change] Default content specifications for emails now include the sender's name.
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
** [New] Ability to nominate a successor when deleting a document type.
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [New] User preferences for the template editor (Desktop App).
** [New] Added support for on-premises storage using MinIO.
* '''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).
** [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
** [Fix] Processing escape characters inside Markdown.
** [Change] Removed delay before loading various views (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
** [New] Users can now override example values in the expression browser (Desktop App).
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [New] Embedded content can now subscribe to push notifications.
** [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 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250612|Build 250612]]

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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