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 250912) ==
== Latest Version (Build 251211) ==
This version does not affect the Desktop App.


* '''Accounting'''
* '''Accounting'''
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
** [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'''
* '''Contacts'''
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [New] Age for individual contacts.
** [New] GST registration status as a separate financial entry type.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Documents'''
* '''Documents'''
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
** [Change] Duplicating a template now also duplicates its configurations.
** [Fix] Service accounts could not be used to send emails using Microsoft 365.
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Fix] Document type was not applied when generating documents non-interactively.
** [Change] Improved performance when checking document size.
** [Change] Improved compatibility when inserting SVG images into Word documents.
** [Change] Folder listings in the DMS App now support pagination.
** [Change] Filter documents by term (Desktop App).
** [Change] Significant performance improvement when authenticating via MS-OFBA.
** [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'''
** [Change] The values of field assets can now be set directly in rules.
** [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'''
* '''Other'''
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [Fix] Removing deleted items from the search index.
** [Fix] Improved caching of frequently-accessed data.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Upgraded to .NET 10.
** [Change] Tables can now be loaded directly from field assets.
** [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 250905) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
**[Change] Client names for trust compliance purposes now include known aliases.
*'''Documents'''
*'''Documents'''
**[Fix] Failure to read metadata from a document would also cause upload to fail.
** [Fix] Email templates containing tables could not override the width using styles/classes.
**[Fix] Unused roles/fields were not removed as intended.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
**[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
**[Fix] Document destination not correctly passed down to fragments.
** [Change] Improved consistency of mapping options for assets.
**[Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
** [Change] Default content specifications for emails now include the sender's name.
**[Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
** [New] Ability to nominate a successor when deleting a document type.
**[Change] Additional options when configuring related document assets.
* '''Matters'''
**[Change] Improved handling of attachments for document formats that do not support them.
** [New] Granular permissions for custom fields on matters.
**[Change] Fragments can now include information about related documents.
* '''Workflow'''
**[Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
** [Fix] Exporting processes containing forms.
**[Change] Placeholder images and sample attachments when testing templates.
** [Fix] Updating dependencies in processes during merge/replace.
**[Change] Field assets no longer require a parent asset.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
**[Change] New assets no longer added as children of the selected asset by default (Desktop App).
* '''Other'''
**[Change] Template categories are now collapsible in document creation (Desktop App).
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
**[Change] Assets can now be duplicated in the template editor (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
**[Change] Template configurations can now be pinned to the top of the view.
** [Fix] Processing escape characters inside Markdown.
**[Change] Multi-select for assets in the template editor (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
**[Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
**[New] Non-breaking spaces can now be inserted into Word documents.
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).
**[New] Support for images in SVG format.
*'''Matters'''
**[Fix] Matter summary not updating when the workgroup changes.
*'''Workflow'''
**[Fix] Rules using the "or" condition did not evaluate correctly.
**[Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
**[Fix] Pagination not working for rule logs (Desktop App).
**[Fix] Validation criteria for rules that create task/calendar items.
**[Fix] Drop-downs clearing after changing the order of rules (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.


== 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 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250717|Build 250717]]

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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