Version 9.1.165 (30 June 2025)

People Management

[My Profile] Error shown when user clicks on My Profile (#132878)

Problem

• When a user who does not have an admin role tries to view their own profile, the page breaks.
• The problem is that it tries to fetch the active products for the tenant/ruleset, but the call to get ruleset information is admin-authorised only.

Solution

• Changed to get the tenantid from the available anonymous call, which is then used to fetch the tenant subscription information.

[Imports] Error with future-dated appointment (#132805)

Problem

• When a user is added with a future-dated appointment, the appointment saves on V9 but does not sync with V8.
• When the User Import is manually executed, an error is encountered.

Solution

• Investigation in progress.

Performance Management

[Agreement] Manager Ratings not updated when Manager and Final Ratings can be completed simultaneously (#127230)

Problem

• With the setting to do both final rating and manager rating, the banner scores for Manager Rating are not being updated on the contract.

Solution

• Add a new check to update the Manager Rating along with the Final Rating when both are captured.

[Agreement] Radio buttons not behaving correctly when typing your own KPAs or selecting from the library (#121338)

Problem

• When adding a new KPA/KPI, the radio buttons do not work correctly when navigating between each toggle.

Solution

• Fixed the check to not overwrite the toggle's state.

Login

[Login] Person cannot log in if all MFA options are turned off on a ruleset (#132853)

Problem

• A user is unable to log in when none of the multi-factor authentication options have been enabled.

Solution

• Fixed the local redirect after login to handle the new redirecturl to ensure that users can log in whether MFA is enabled or disabled.

[3rd Party Login] Unable to log in with Microsoft (#132846)

Problem

• A user is unable to log in with Microsoft, and an error displays after account validation.

Solution

• Fixed the local redirect after login to handle the new redirecturl to ensure that users can log in with their Microsoft account.

System Access

Improve Performance opening V8 links from V9 (#131794)

Problem

• The encrypted querystring causes low performance when accessing V8 pages from V9.

Solution

• Replace the encrypted querystring with a time-based security key.
  • The security key is valid for 30 minutes and remains unchanged for the period.
  • It is built using the username, encryption key and time constant.
• Add deep links to quick links.

Imports

Implement log for import requests (#124033)

Problem

• Currently, onboarding and synchronisation are the biggest issues encountered by the consultants (between V8 and V9 and vice versa).

Proposed Solution

• When doing an import request, on the notification tab, indicate that the import was requested and by whom.
• Change the transactions and error log reports for the import requests to call the V8 integration API to download sysprocess log data when clicking transactions/ errors.

Developer Solution

• In V8, create two procedures: sysExternalImportTransactions, sysExternalImportErrors.
• Read from the sysProcessLog and export the data for the request.
• Add a nullable field in sysProcessLog, ExternalRequestId, this field will contain Import.Imports.Id from V9.
• Add the procedures to the sysObjectWhitelist table to be available in the API.
• When the user clicks on export transactions or export errors, make an API call to the above and export the data as normal.
• Move the singular import requests to log an import like the bulk imports do. 
• Add status "In Progress" when the import starts.
• Communicate completion of the import from V8 to V9.

Tenant/Ruleset Management

System Summary Page (#124038)

Problem

• Old V8 installation has documentation on Master Builder, with all client URLs, etc.
• For V9, this seems to have fallen away – is there a way to automatically insert this on Master Builder (Product Table)

Proposed Solution

• Add a system summary page to the tools page that can be accessed by any support impersonator.
• Include the following fields:
  • Tenant Id, Tenant Name, SystemCloseDate, RulesetId, RulesetName, LoginURL, SupportURL, ActiveProducts, ActiveUserCount, BaseLicenceCount, SchemaCreatedMessage.
• LoginUrl is going to have an entry for each theme.

Developer Solution

• Add a new button on the tools page to access the system summary.
• Create a new page with a table with paging,  50 per page and global search.
  • Includes useful information for support (such as Tenant Id, Tenant Name, RulesetId, RulesetName, SystemCloseDate, LoginURL, SupportURL, and ActiveProducts).
  • Includes a list of Subscriptions, ActiveUserCount, BaseLicenceCount, and SchemaCreatedMessage.
• Add a gPRC call in the Account Service to do the query with the requested fields.

General

Upgrade nuget packages on Signify repository (#129990, #129991)

Problem

• .NET 8 is still used on the Signify solution.

Solution

• Upgrade the Signify solution to .NET 9 and test that the modules are still working.