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 250905) ==
== Latest Version (Build 251211) ==


*'''Accounting'''
* '''Accounting'''
**[Change] Client names for trust compliance purposes now include known aliases.
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
*'''Documents'''
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
**[Fix] Failure to read metadata from a document would also cause upload to fail.
* '''Calendar'''
**[Fix] Unused roles/fields were not removed as intended.
** [Change] To-do items can now be marked as complete from the properties window (Desktop App).
**[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] Age for individual contacts.
**[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] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
**[Change] Additional options when configuring related document assets.
** [Fix] Service accounts could not be used to send emails using Microsoft 365.
**[Change] Improved handling of attachments for document formats that do not support them.
** [Fix] Document type was not applied when generating documents non-interactively.
**[Change] Fragments can now include information about related documents.
** [Change] Improved compatibility when inserting SVG images into Word documents.
**[Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
** [Change] Filter documents by term (Desktop App).
**[Change] Placeholder images and sample attachments when testing templates.
** [New] Markdown templates can be used to generate HTML files.
**[Change] Field assets no longer require a parent asset.
** [New] Format-specific options for templates.
**[Change] New assets no longer added as children of the selected asset by default (Desktop App).
* '''Matters'''
**[Change] Template categories are now collapsible in document creation (Desktop App).
** [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
**[Change] Assets can now be duplicated in the template editor (Desktop App).
** [Change] API improvements for working with lists of matters, as well as custom fields.
**[Change] Template configurations can now be pinned to the top of the view.
* '''Workflow'''
**[Change] Multi-select for assets in the template editor (Desktop App).
** [Fix] The output of a process was not returned by the API unless it was paused.
**[Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
** [Change] Rules which update fields can now store their result.
**[New] Non-breaking spaces can now be inserted into Word documents.
** [Change] Rules to add existing item(s) can now update multiple assets.
**[New] Support for images in SVG format.
** [Change] Rule log entries now include the duration of each rule or action.
*'''Matters'''
** [New] Transaction particulars can now be set using rules.
**[Fix] Matter summary not updating when the workgroup changes.
* '''Other'''
*'''Workflow'''
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
**[Fix] Rules using the "or" condition did not evaluate correctly.
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
**[Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
** [Fix] Improved caching of frequently-accessed data.
**[Fix] Pagination not working for rule logs (Desktop App).
** [Change] Upgraded to .NET 10.
**[Fix] Validation criteria for rules that create task/calendar items.
** [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
**[Fix] Drop-downs clearing after changing the order of rules (Desktop App).
** [Change] Improvements to the Dark theme (Desktop App).
**[Change] Rules that start other processes can now map each property of a custom asset separately.
**[Change] Improved validation when starting processes manually.
**[Change] Additional options for conditions on rules.
*'''Other'''
**[Fix] Improved resilience of REST API client when connecting to newer server versions.
**[Fix] Reading/writing to custom fields with percentage formatting.
**[Fix] Some formatting not applied to custom fields during initial display (Desktop App).
**[Fix] Expressions now follow more consistent rules for empty values and conversion between data types.
**[Fix] Table functions in expressions ignored filters on rows.
**[Fix] Improved performance during scrolling (Desktop App).
**[Fix] Expression formatting reinstated immediately after being toggled off by the user (Desktop App).
**[Change] Vertical scroll position now resets when switching between pages (Desktop App).
**[Change] Syntax highlighting now shows mismatched parentheses and function arguments (Desktop App).
**[Change] Suggested expressions now favour prefix matches (Desktop App).
**[New] Additional functions for use in expressions.


== Previous Version (Build 250814) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
*'''Documents'''
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Change] Transaction totals can now be referenced in expressions.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
** [Change] Improved consistency of mapping options for assets.
** [New] Duplication command for transactions.
** [Change] Default content specifications for emails now include the sender's name.
* '''Billing'''
** [New] Ability to nominate a successor when deleting a document type.
** [New] Product definitions at the subscription level.
* '''Matters'''
* '''Calendar'''
** [New] Granular permissions for custom fields on matters.
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
* '''Workflow'''
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] Exporting processes containing forms.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Fix] Updating dependencies in processes during merge/replace.
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
** [Change] Form editor now selects first page by default (Desktop App).
* '''Other'''
** [Change] More layout choices for labels and images on forms.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Change] Simplified flow charts for processes.
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Change] Rules on processes/forms are now included in dependency checks.
** [Fix] Processing escape characters inside Markdown.
** [New] User preferences for the form editor (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [New] Rules can now populate assets using relationships between existing resources.
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).
** [New] Forms can now declare their preferred width on the screen.
** [New] Read-only controls on forms.
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
*'''Other'''
**[Fix] Logic error when updating custom fields.
**[Change] Auto-number option now works with date columns in table fields.
**[New] Short-hand versions of many of the functions that can be used in expressions.
**[New] REST API caching (Desktop App).
**[New] Help buttons added to various editors and wizards (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 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250627|Build 250627]]

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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