Highlights
This release introduces Litigation matter creation end-to-end (Mackinac SDK integration, create modal, field metadata, debounced file-number validation, optional cascade-delete), adds the matter-side Allegations UI, and lands several Litigation reports and module-toolbar additions. It also continues the Document Template rollout with the System Management upload UI and the full M8 server pipeline.
Litigation Module
Matter creation
- Add "New" button and Create Matter full-screen modal to Litigation footer
- Create new Litigation matters via the Mackinac SDK
- Matter create field-metadata flow: server adapter, API route, hook, and modal UI
useFileNumberExistsquery hook anduseDebouncedValuewired into Create Matter- Delete matter with optional attachment deletion
- Move New button to left-most position in Litigation footer
- Place
PrimaryCauseGroupandPrimaryCauseon the same row - Require Title field in Litigation Matter creation form
- Handle unique Cause Code mapping
Matter Summary, Evaluation & Allegations
- Matter Evaluation Tab in Litigation Module
- Allegations UI v1, matter-side
- LI Summary Description PUT route adds missing Content-Type header
Toolbar, search & navigation
- Add Litigation module to App Menu File submenu
- Add Calendar Manager button to Litigation header with
CalendarState=1 - Add email import button
- Add File Number to LI Matter Search
- Additional Litigation Search fields
- Email attachments added to LI
- Fix tooltip z-index in Litigation toolbar
Matter Finance
- UI for Matter Finance Summary View
- Litigation Finance Summary
- Finance Select Clear UX + NGSelect Manual Clear support and tests
- Update reserves PATCH operations to use
amountfield per Mackinac SDK v1.3.4
Document Templates
Template pipeline (M8 milestones)
- System Management UI with SharePoint-backed document template upload
- M8.1 — Route handler for downloading template bytes from Graph
- M8.2 — Construct multi-part request to Mackinac API
- M8.3 — Handle 202 Accepted response from Mackinac template endpoint
- M8.4 — Verify and document template processing with explicit
userInput - M8.5 — Upload merged DOCX to SharePoint via Graph Upload Session
- M8.6 — Register DriveItem metadata with CLFS after SharePoint upload
- M8.7 — Integration tests for document template pipeline
Create-from-Template UI
- "New" button and full-screen modal shell for document-from-template flow
- Template selection modal with module-scoped filtering and client-side search
- Refactor template filtering to use Graph API
parentReference.path - Derive
templateDriveIdfromSHAREPOINT_DRIVE_IDenvironment variable - Wire template selection to orchestration endpoint in Matter Attachments UI
- Required Inputs form for template 202 responses
- User-specified filename step
- Org-wide SharePoint share link on Success step
- RTL regression tests for Create-from-Template modal flow
- Format payment dropdown labels in document template selection
- Fix multi-select modal bypassing string mapping in
secondaryAttorneys - Show all DOCX files in the Template List
Matter Attachments
- Drag and drop for Matter Attachments
- Matter Attachments now retain file extensions on initial upload
- Invalidate React Query cache after creating matter attachment metadata
Reports
Litigation Reports
- Department Statistics Report
- Calendar Statistics Report
- One-Line Reports with multi-variant support
- Export Risk Data Report
- Report component and tests
Assignments Reports
- Increase Calendar Statistics modal height to prevent scrolling
Assignments Module
- Real-time validation of manual File Number entry
- Status Tab Dispo Notes now save correctly
- Fix Status Tab completion date changes not persisting to Basic Tab
- Exclude routing parameters from assignment matter PATCH payload
- Fix AS Summary Basic tab not displaying saved changes
- Fix AS module matter update failing with matter-not-locked trigger
Search & Navigation
- Auto-open search results panel and add loading indicator for Assignments/Litigation
Notes
- Clear note content when filtered out in Litigation and Assignments Notes tabs
Global Toolbar & Calendar
- Personal and Group Calendar buttons launch Calendar Manager in new tab
Org Validation & Auth
- Org Validation Flow: backend status check, UI gating, mismatch UX, spinner, and cleanup
UI Polish
- Fix document color removal when selecting "None" in edit metadata dialog
Diagnostics
- Add LI Matter PATCH logging
Maintenance
- Fix failing E2E tests: import paths and Redux persistence checks
- Refactor and fix failing unit tests
- Fix TypeScript build error in
LitigationModuleFooterstaff_idtype assertion - Update README with Codespace URL instructions
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