Added Matter Finance Summary view and Finance Summary integration
Added Master Calendar Report and Calendar Manager entry point
Added Trial Date, Date Range, Citywide, and Completion Statistics reports
Added “My Open Matters” button
Added email import button
Added RTF support to Notes and Description workflows
Added Litigation module to App Menu “File” submenu
Fixed Summary/Overview UX issues, including edit-mode value persistence and race condition handling
Fixed missing Content-Type header in Summary Description PUT route
Fixed note clearing behavior when filtered out
Matter Finance & Payments
Added Matter Finance Payments CRUD (TanStack Table list view + comprehensive form fields)
Improved Finance select clear UX and added NGSelect manual clear support + tests
Fixed Finance tab not refreshing when switching matters in search results
Assignments Module
Added real-time validation for manual File Number entry
Renamed “Coded Fields” to “Basic Matter Data” in Assignments search
Replaced card-based search with table-based MatterSearchResultsView
Added close button to Assignment matter header
Fixed multiple persistence and UX issues in Assignment Summary/Status/Description flows (unmounting during save, edits not persisting, Basic tab not reflecting saved changes, disposition/status clearing)
Fixed selection highlighting and clear button behavior in search/edit flows
Fixed assignments freeze when switching matters and added query caching to prevent request storms
Fixed routing parameters leaking into Assignment PATCH payload
Attachments & Documents
Relabeled Email button to “Email File(s)” in Attachments
Added folder creation and management UI for Matter Attachments
Fixed document color removal when selecting “None” in edit metadata dialog
Fixed React Query cache invalidation after creating matter attachment metadata
Navigation, Search, and App UX
Kept displayed matters and search results open when navigating between modules
Disabled module toolbar buttons when no matter is open
Auto-selected first matter on consecutive searches
Cleared search results when navigating from Dashboard to a matter
Sorted fiscal year dropdown descending (newest first)
Notes table enhancements: clearer backdated entries and added Created timestamp
Added hyperlink styling to TipTap rich text editor
Fixed multi-line rendering in disabled FormTextArea components
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