Highlights

  • Stronger and more flexible permissions and roles for case management
  • New and enhanced reports and dashboards for better oversight
  • Improved communication channels (email/phone/chat) and notifications
  • Better dossier and user data consistency
  • A set of usability and stability fixes across key workflows


New Features & Major Improvements


1. Case Management & Dashboards

  • Welcome screen. Added a dedicated dashboard screen for employees without roles. Buttons to start certain procedures and register cases.
  • Deployment history page. Added a screen for deployment history to make it easier to track when and how changes were rolled out.
  • Editable cases improvements. Refined columns and layout in editable cases, including conclusion updates and an additional text field.
  • Initial report copies. Added the ability to download a print/PDF copy of the initial report and case files directly from the case. Another copy of the initial report is now available in the Report section.
  • Shared / default templates. Added and refined shared and default templates used internally in editable cases.


2. Permissions, Roles & Access Control

  • More granular case permissions
    • Extended and corrected the permissions matrix to better reflect real‑world case manager needs
    • Split comment permissions so internal comments and reporter comments can be controlled separately.
    • Added explicit permission for editing due dates in the matrix.
    • Introduced a setting to hide specific roles from the user admin interface (e.g. Support admin).
    • Added a dedicated permission to control who can copy registration forms.
  • Role handling in involvements and dossiers
    • Added and finalized new roles in the Involvements section and ensured they are correctly available in the case report.
    • Fixed extra/unconfigured roles appearing in dossiers.
    • Linked investigation users more clearly into dossiers and clarified who is which line manager.
  • User and role import & limitations
    • Extended Manage:Admin::User permission with limitations to specific roles.
    • Added user_manager into user/counterparty tables for import scenarios.
  • Private comments management. Enabled editing and deletion of private comments with appropriate permission controls.
  • Status configuration. Added status options that can only be triggered when certain conditions are met, allowing more complex workflows.


3. Reporting & Analytics

  • New reports
    • Status Duration report – track how long cases spend in each status.
    • Timing Rate report – additional timing metrics for case processing.
  • Period report enhancements
    • Added new fields and introduced a report generator to build reports from the Period report.
    • Fixed the region selector to ensure correct filtering by region.
  • Groups report improvements
    • Added new charts and organizational levels, and introduced an Open/Closed dimension.
  • User report fix
    • Corrected chart label issues in the User report.


4. Multi‑domain Support

  • Multi‑form, multi‑language. For multi‑registration‑form setups, different forms can now use different languages.
  • Multi‑domain for additional buttons. Extended the “Additional buttons” feature with multi‑domain support.


5. Communication Channels & Notifications

  • Phone‑based login and notifications
    • Phone number is now supported as a dedicated user attribute, both in user profiles and dossiers.
    • Phone can be used as a login attribute and as a basis for OTP login.
    • Enabled phone notifications from investigations to users.
  • Email and chat channel reliability
    • Added a configurable setting for hiding/showing the email channel button, similar to the existing phone channel setting.
    • Resolved issues where an email channel did not process all emails.
    • Fixed an issue where chat with the reporter was not working.
  • Communication channel consistency
    • Fixed communication_channel data and related migrations.


6. Dossiers, Users & Data Quality

  • User–dossier linking and creation flows
    • Ensured user dossiers are correctly tied to users as they appear in Involved.
    • Ensured a person record is created properly when a user is added via the admin/users page.
    • Fixed an issue where a person was not added to the main case team.
  • User photos and avatars
    • Added support for userpics in new card designs and fixed issues with avatar sizing.
    • Fixed an issue preventing admins from changing user photos in the admin zone.
  • Units and exports
    • Added unit name as a column on the units index and ensured it is included in exports.
    • Added unit_id to the UNITS table and exports for more precise referencing.


Bug Fixes & Stability


Case Registry, Editable Cases & Logs

  • Case registry performance. Optimised the /cm case registry page for better loading and responsiveness.
  • Editable cases exports and auditing
    • Fixed issues where editable case changes were not visible in the auditor log.
    • Corrected problems with editable cases export so that exports now work as expected.
  • Case files download. Resolved a bug where the Download button for case files didn’t appear even when the user had the download_documents permission.
  • Activity log fixes. Adjusted activity records to use the correct user_id instead of the previous personage_id for investigators.
  • UI/UX Fixes
    • Corrected tooltip text about access limitations.
    • Fixed a button overflow issue in the UI.
    • Added default values to status durations to avoid empty/invalid states.
    • Resolved validation issues when updating a user who has a country_code but no phone_number.