Release Notes: Difference between revisions

From ContactsLaw Documentation
No edit summary
No edit summary
Line 3: Line 3:
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 251013) ==
== Latest Version (Build 251027) ==
 
* '''Billing'''
** [Fix] Items on quotes created using rules did not apply charge policies.
** [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
** [New] Invoices can now be finalised using rules.
** [New] Historical code for invoices.
* '''Contacts'''
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
* '''Documents'''
** [Fix] Copying clauses containing tables (Desktop App).
** [Fix] Deleting party definitions from document types.
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [Fix] Uploading blank documents to MinIO stores.
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Fix] Race condition when checking documents out.
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [Change] Prompt to copy an existing template configuration (Desktop App).
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
* '''Matter'''
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
** [Change] Additional options for related contact assets.
** [New] Linking Trust/CMA authority documents.
** [New] Matters can now be commenced/concluded using rules.
* '''Workflow'''
** [Fix] Nested rules executed in the wrong order after resuming the process.
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [Fix] Task/calendar items preventing processes from ending.
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
** [Change] Labels on form controls can now be updated by rules.
** [Change] Controls on forms can now bind to the current asset in a repetition block.
** [Change] Table functions now work with table controls (as well as table fields).
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
** [Change] Hidden form controls are now treated as empty.
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
** [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
** [Change] Document assets in processes can now be associated with a specific document type (affects rules).
** [Change] Editing assets in processes now consistent with document template editor (Desktop App).
* '''Other'''
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
** [Fix] Various items permitted creation of invalid relationships.
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
** [Change] Percent sign now implicitly added to percentage fields (Desktop App).
** [Change] Presentation of search options (Desktop App).
** [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
** [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).
 
== Previous Version (Build 251013) ==
This version does not affect the Desktop App.
This version does not affect the Desktop App.
* '''Calendar'''
* '''Calendar'''
** [Fix] Conflict detection for all-day events (affected MySQL only).
** [Fix] Conflict detection for all-day events (affected MySQL only).
Line 28: Line 79:
** [New] Custom event types.
** [New] Custom event types.
** [New] Custom related documents for businesses and members.
** [New] Custom related documents for businesses and members.
== Previous Version (Build 250926) ==
*'''Accounting'''
** [Fix] Filtering accounts in the transaction editor (Desktop App).
** [New] Copy command on transaction context menu (Desktop App).
** [New] Transaction importer (Desktop App).
* '''Calendar'''
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
* '''Contacts'''
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
* '''Documents'''
** [Fix] Listing templates with a particular file format produced incorrect results.
** [Fix] Exporting templates that depend on other templates (fragments).
** [Fix] Templates with mismatched BEGIN and END markers could cause document generation to fail (errors are supposed to appear as comments in the final document).
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [Fix] Word templates where content markers are placed inside Content Controls.
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
** [Change] Parties on documents can now be initially populated with parties on a matter.
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
** [New] Previews for SVG files.
* '''Workflow'''
** [Fix] Deleting forms.
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
** [Change] Forms can now be associated with checklist items on matters.
** [New] Condition type for checklist items.
** [New] Automatic clean-up of rule logs.
* '''Other'''
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [Fix] Dropdowns in grid cells not updating (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
** [Fix] Hyperlink fields now display as links on summary views (Desktop App).
** [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
** [New] Option to disable spell-checking in Markdown editors (Desktop App).
** [New] Check size of cache and manually clear data (Desktop App).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 250926|Build 250926]]
* [[Release Notes Build 250912|Build 250912]]
* [[Release Notes Build 250912|Build 250912]]
* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250905|Build 250905]]

Revision as of 16:41, 27 October 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 251027)

  • Billing
    • [Fix] Items on quotes created using rules did not apply charge policies.
    • [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
    • [New] Invoices can now be finalised using rules.
    • [New] Historical code for invoices.
  • Contacts
    • [New] Pairs of contacts can now be marked "not duplicates" via relationships.
  • Documents
    • [Fix] Copying clauses containing tables (Desktop App).
    • [Fix] Deleting party definitions from document types.
    • [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
    • [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
    • [Fix] Uploading blank documents to MinIO stores.
    • [Fix] Issues with default behaviour for document assets when used as attachments.
    • [Fix] Race condition when checking documents out.
    • [Fix] Document descriptions using parties on matter instead of parties on the document.
    • [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
    • [Change] Prompt to copy an existing template configuration (Desktop App).
    • [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
    • [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
  • Matter
    • [Fix] Erroneous "party not in conflict" message when updating clients/parties.
    • [Change] Additional options for related contact assets.
    • [New] Linking Trust/CMA authority documents.
    • [New] Matters can now be commenced/concluded using rules.
  • Workflow
    • [Fix] Nested rules executed in the wrong order after resuming the process.
    • [Fix] Copy/paste nested blocks in forms (Desktop App).
    • [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
    • [Fix] Task/calendar items preventing processes from ending.
    • [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
    • [Change] Labels on form controls can now be updated by rules.
    • [Change] Controls on forms can now bind to the current asset in a repetition block.
    • [Change] Table functions now work with table controls (as well as table fields).
    • [Change] Choice controls can now store either the choice text or the number (starting from 1).
    • [Change] Hidden form controls are now treated as empty.
    • [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
    • [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
    • [Change] Document assets in processes can now be associated with a specific document type (affects rules).
    • [Change] Editing assets in processes now consistent with document template editor (Desktop App).
  • Other
    • [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
    • [Fix] Various items permitted creation of invalid relationships.
    • [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
    • [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
    • [Change] Percent sign now implicitly added to percentage fields (Desktop App).
    • [Change] Presentation of search options (Desktop App).
    • [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
    • [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).

Previous Version (Build 251013)

This version does not affect the Desktop App.

  • Calendar
    • [Fix] Conflict detection for all-day events (affected MySQL only).
    • [Change] Removed unread status for holidays and resource reservations.
  • Documents
    • [Fix] Smart Tags are now ignored when validating Word documents.
    • [Fix] Changes to emails were lost after sending when checked out to Outlook.
    • [Fix] Incorrect character set for generated emails (issues with non-ASCII characters).
    • [Fix] Entry points not triggered when sending documents electronically.
    • [Change] Template comments.
    • [Change] Email headers for identifying subscriptions and matters are now added automatically.
    • [Change] Folder can now be pre-filled when generating documents.
    • [Change] Square brackets no longer required for matter reference detection.
    • [Change] Improved metadata handling for emails.
    • [Change] Improvements when converting Markdown documents to HTML.
    • [New] Mailbox rules.
  • Workflow
    • [Change] Process comments.
    • [New] Rules can now send existing documents electronically.
  • Other
    • [Change] REST API now supports HTTP/2 by default, and can opt-in to use HTTP/3.
    • [New] Custom event types.
    • [New] Custom related documents for businesses and members.

Earlier Versions

Retrieved from "https://docs.contactslaw.com.au/index.php?title=Release_Notes&oldid=2413"