Release Notes & Version Control

New Features:

1. Medical Exam Option for Post-Accident: New decision-tree option for Post-Accident cases where a Drug and Alcohol test is not required, with notifications sent to the Location Agency and other designated stakeholders for Post-Accident, Reasonable Suspicion, and Medical Exam scenarios.
2. Enable Multiple Post-Accident and Reasonable Suspicion Tests: Employees can now have multiple concurrent Post-Accident or Reasonable Suspicion tests created through the decision tree, properly grouped by activation.
3. Image Attachments for Decision Tree Questions: Evidence photos can now be attached directly to decision tree answers and are included in the final PDF report.
4. Drag & Drop File Uploads: General drag-and-drop file upload capability added across the Nexus platform.
5. Mandatory Field Indicator: New reusable [M] badge that clearly marks mandatory forms in popovers and tree views.
6. Unified Status Color System: Consistent vivid/pastel status color scheme applied across popovers and list views.
7. Activation-Based Grouping: Testing list popovers and the Drug & Alcohol tree (Person Hub, History, and Testing dialog) now group forms by activation, consistent with the Person Hub view.
8. Hub Content Permissions: Added permission controls for content within the Hub functionality.
9. Case Management – Real-Time Summary: Case records now generate a real-time summary, giving case owners faster visibility into a case's current status as it progresses.
10. Case Management – Clearer Participant Roles: Participant role labels were refined based on HR/ER team feedback — for example, renaming "PBP/ER Partner" to "Case Owner" and introducing a dedicated "HR Partner" role — so it's clearer who owns a case versus who is supporting it.
11. Case Management – AI-Assisted Policy Suggestions: Uploading a document now automatically suggests related case policies using AI, along with an AI-generated case name and priority reasoning.
12. Post-Accident and Reasonable Suspicion Decision Tree Updates: Collection Site and Collection Agency options were swapped to match the correct field; Collection Site now includes an "Other" option with a free-text field (also reflected in notifications); Job Title now auto-fills from the custom column; a new conditional Work Comp question was added to Post-Accident; and the manual "Testing Authority" question was removed from Reasonable Suspicion, now determined automatically based on the employee's organization.

Minor Improvements:

1. Random Carry-Over Tooltip Column: Added a new column to the carry-over tooltip in Random.
2. Random Pool Process Enhancements: New modal to review carry-over eligible employees in a table view, a security-hardened endpoint for organization retrieval (SOC 2), and a new identifier showing whether an employee's forms are New or Carry-Over.
3. Data Table Column Resize: Enabled native column resizing on shared data tables used across the platform.
4. Case Management – Responsibilities & Assignee Display: The "Total" count on the Responsibilities view now reflects what's actually loaded, and default assignee chips show the person's name instead of a raw ID.

Fixes:

1. Critical Hotfix – Employee Edit Selects: Resolved a crash and a silent data-corruption issue when changing Organization, Secondary Organization, or Form Status on the employee edit screen.
2. Random Pool Drag & Drop: Fixed file drag-and-drop not working on Random Pool CCF/Upload Result screens, and uploaded files now display readable file names.
3. Employee Import Notification Email: Fixed a notification email failure caused by an unauthorized sender address for Sempra imports.
4. Random Pool Navigation: Fixed navigation to redirect to the Random Pool History screen after running a distribution.
5. Case Management – Policy Deletion: Fixed an issue that prevented deleting a case policy when it had documents attached.
6. Location Selection for New Candidates: Fixed the Location dropdown appearing empty when adding the first candidate for an organization.
7. List Views – Missing Records on Large Datasets: Fixed several list views (Person DOT/Non-DOT, Random Pool, Vendor, Random Pool History) silently dropping records for organizations with large datasets.
8. Access Management – Users List: Fixed the Users list not displaying people with an existing account for organizations with more than 2,000 employees.

Technical Improvements & DevOps:

1. Database Cleanup: Removed the obsolete test_location_detail_id column from form_person.
2. Random Pool Generation Data: Added new columns to random_pool to persist generation details (drug/alcohol target values and percentage vs. quantity mode).

Major Highlights:

1. Complete Platform Redesign: Comprehensive visual and functional overhaul of the Nexus33 platform including frontend modernization, login interface redesign, landing page enhancements, and standardized modal behaviors across all views.

New Features:

1. Medical Exam Option for Post-Accident: New capability to record and track medical examination requirements for post-accident testing scenarios with integrated notification system for scheduling and status updates.
2. Editable Specimen ID from Lists: Ability to edit Specimen ID directly from service list views without navigating to detail page.
3. Specimen ID and Scheduling Date Management: Add and edit Specimen ID and Scheduling Date directly in Drug and Alcohol service lists.
4. Test Cancellation and Re-testing: Allow tests to be canceled with ability to re-test and maintain complete testing history.
5. Advanced Smart Report Filter Operators: New Smart Report operators including is not null, is null, not equals, does not contain, and multi-criteria filtering (is not one of).
6. Data Timestamp Type Support: New timestamp field type for Smart Reports with proper timezone handling and auto-sizing Excel export functionality.
7. MIS Report Multi-Agency DOT Support: MIS Report redesign with support for multiple DOT agencies, compliance alerts for missing employee category and test results.
8. Download Master List from History: Ability to download complete random pool master list from history view.
9. Improved Random History Visualization: Enhanced Random > History view with better filtering and data presentation.
10. Delete Employee from Random: New role and function for controlled employee removal from random pools.
11. Veriport XML Validation Improvements: Enhanced XML review and validation process with detailed error messaging and improved validation to reduce false rejections of valid reports.
12. Specimen ID Column in Veriport Reports: New Specimen ID column in Veriport integration reports.
13. Veriport Notification Parameter Control: New parameter to enable/disable external notification ingestion.
14. Asynchronous Veriport Integration: Dedicated thread pool for Veriport integration processing for improved performance.
15. Failed Integration Reprocessing: Individual, bulk, and automatic reprocessing of failed Veriport integrations.

Minor Improvements:

1. Modal Tooltip Standardization: Improved and standardized information display on hover over list items with tabular formatting.
2. Random Pool & Employee Leave Status Integration: Proper handling of employees on leave status (EE_STATUS = L) in random pool operations.
3. Hub Page Load Optimization: Resolved page load latency on Hub page through query optimization.
4. Email Placeholder Validation: Enforced strict validation and formatting for email placeholders to prevent template rendering errors.
5. Navigation Improvements: Better menu hierarchy and accessibility across the platform.
6. Visual Consistency: Standardized colors, spacing, and typography across the platform.

Fixes:

1. Positive Substances Duplication: Fixed duplicate positive substances in form_person_result_test.
2. Random Carry-Over Error: Corrected errors when using random carry-over functionality and enabled dual random eligibility for employees with active carry-over records.
3. Smart Report Operators: Fixed crashes when using unsupported backend operators (not equals, does not contain).
4. Form Reset Bug: Fixed notification date not being preserved in history after form reset.
5. Bi-State Connection Issues: Hotfix for connection issues with BI-State from localhost.
6. form_person Column Impact: Fixed DAO invocation errors when creating new form_person columns.
7. Employee Category Alerts: New alert system to identify employees missing Category/Workgroup assignments.
8. Accept Operation Navigation: Fixed unwanted navigation to Personal view when accepting certain operations.
9. MIS Report Generation: Fixed bug in generating MIS report with Jasper and corrected calculations for Total Amount of Tests and Positivity Rate by test type/substance.
10. Smart Report Timezone Issues: Fixed timezone and date column handling in Smart Reports with auto-sizing for Excel exports.
11. Empty Data Handling: Improved form and report display when no data is available.
12. Veriport Document Extension: Corrected incorrect file extensions for CCF2 and MRO documents.
13. CCF2 Document Correction: Fixed issues with CCF2 documents saved in Sempra (Veriport).
14. MDMA Substance Variant: Fixed error with MDMA substances lacking variant relationship.
15. Veriport Internal Error Recovery: Fixed reprocessing failures due to internal errors (individual, bulk, automatic).
16. User Creation Error Fix: Resolved errors encountered when creating users for employees in DEMO environment.
17. File Upload Error Handling: Fixed issue where file list is not cleared when test upload encounters errors.
18. Service Visibility Control: Corrected services that should not appear in specific contexts.
19. Random Test Selection Notification Removal: Removed automatic notification for Random Test selection.
20. Notification Date Email Field: Corrected Notification Date fields appearing in email notifications.
21. Role Naming Validation: New validation to automatically prefix ROLE_ when creating new roles with improved role and function assignment.

Technical Improvements & DevOps:

1. Continued Angular Modernization: Building on Angular 17 foundation with TailwindCSS styling for modern UI framework.
2. Spring Boot Stability: Maintenance and optimization of Spring Boot 2.7.18 backend microservices.
3. Enhanced Backend Logging: Detailed logging processes for real-time sync monitoring and debugging of integration issues.
4. Asana Integration Improvements: Improved ticket format support (NEXDEV, NEXSUP, APPP) in workflows.
5. HubSpot Integration Patch: New HubSpot patch request factory implementation for better data synchronization.
6. Jenkins Build & Deployment: Added build and deployment configuration for microservices.

New Features:

1. VERIPORT Integration Module: Full implementation of the VERIPORT integration, exposing public endpoints without JWT restrictions, introducing a dedicated integration list table with filters, bypassing XML validations for instant OK responses, and adding bulk report import and mass reprocessing actions.
2. VERIPORT Audit Trail Enhancements: Upgraded the audit log view to display specific validation errors and render the raw XML payload.
3. Welcome Page: Integrated a welcome landing page for users who do not have an active dashboard assigned.
4. Single Sign-On (SSO) for TEST: Developed and configured a dedicated SSO application for testing authentication flows in the TEST environment.

Minor Improvements:

1. Smart Template Portability: Added import and export capabilities for Smart Validation and Smart Report templates, enabling configurations to be easily copied between different client profiles (e.g. from Bi-State to Sempra).
2. Partial Specimen ID Save: Enabled the capability to save a Specimen ID record independently without requiring a test result to be submitted at the same time.
3. Email Notification Cron Scheduling: Implemented CRON-based scheduling configurations for email notification templates (supporting both standard EMAIL and CRON_JOB notification types).
4. Notification Date Tracking: Added a new notification date tracking column to the notifications database structure to audit alert trigger dates.
5. Verix Configuration: Configured Verix decision-tree settings in the config files, defining MAX_NUMBER_OF_VERIX_DECISION_TREES limits.

Fixes:

1. Employee Dashboard Tables: Resolved layout, sorting, and data alignment bugs in the employee dashboard tables.
2. Hub Employee Tests & Modules: Fixed the sorting order of tests assigned to employees inside the Hub and resolved an intermittent bug where modules failed to load or display.
3. ForgotPassword Null Safety: Introduced null safety checks within the security server's password recovery flow.
4. Failed Integrations Cron: Cleaned up test comments and validated the cron job execution (cronJobFailedVeriportIntegrations) for failed integrations.

Technical Improvements & DevOps:

1. Angular 17 & TailwindCSS Upgrade: Successfully upgraded the frontend framework to Angular 17 (compiling through versions 14, 15, and 16) and integrated TailwindCSS, completely removing legacy Nebular (nb) dependencies for modern styling.
2. Server Provisioning & Technical Documentation: Successfully provisioned and configured the new application server (Ubuntu) on AWS EC2 and documented step-by-step installation guides inside the local wiki.
3. Gemini Chatbot Logging: Added detailed debug logging for the Gemini AI chatbot responses.

New Features:

1. Chatbot Knowledge Integration: Refactored the chatbot engine to strictly query and retrieve context from local Nexus data, the Wiki, and documents uploaded to AWS S3.
2. Pre-Employment Source Identification: Added database and API support to record and track how each pre-employment candidate was generated.

Minor Improvements:

1. Gemini DOT Guardrails: Restructured and adjusted the Gemini AI engine instructions and constraints to focus exclusively on DOT compliance industry rules and guidelines.
2. Service List Columns Expansion: Standardized and expanded detail columns across all service lists (Follow-up, Pre-Employment, Post-Accident, Reasonable, Return-to-Duty, and Randoms History) by adding the new Specimen ID column and removing the obsolete Work Group column.
3. Smart Report Filtering: Added Location and Organization filters and enabled filtering by custom columns. Adjusted scheduled reports to correctly handle future date ranges.
4. Specific Location Visibility Override: Added a FORCE_SHOW_LOCATION parameter to force the display of specific locations (bypassing default filtering/restrictions) and enforced alphabetical sorting by location name.
5. Hub Page Optimization: Resolved page load latency and loading delays on the Hub page in Angular.
6. Specimen ID Search Filter: Integrated search by Specimen ID within the service list filter panels.

Fixes:

1. Angular 13 & Visual Adjustments: Upgraded Angular to version 13, resolved visual layout issues, and completed integration testing.
2. Carry-Over Parameter Configuration: Corrected Carry-Over record editing behavior driven by the CARRY_OVER_TO_COMPLETE parameter.
3. Follow-up Days CSV Import: Fixed a bug where follow-up testing days were not being saved to the person record during CSV imports.
4. Notification Placeholders: Enforced strict validation and formatting for email placeholders (such as ${randomPool.name}) to prevent template rendering errors.
5. Statistics Report Query: Corrected calculations for the "Total Amount of Tests" and "Positivity Rate" reports by test type/substance.
6. Upload Safety Controls: Added checks to validate that files are not null or empty before initiating uploads.
7. Index Out of Bounds: Added a row size check before reading the observed flag to prevent system crashes.

Technical Improvements:

1. Spring Boot Modernization: Successfully completed the backend migration across microservices to Spring Boot 2.7.18.
2. Backend Logging: Added detailed logging processes to monitor real-time sync transactions and debug issues.

New Features:

1. Cryptographic Random Generator (SOC 2): Implementation of a Cryptographically Secure Pseudorandom Number Generator (CSPRNG) to guarantee strict SOC 2 compliance for Random Pool selections.
2. Enhanced Dashboard Management: Added a new section to display services with pending tasks to manage and comprehensive employee task tables directly in the dashboard.
3. Random Page & Pool Views: Introduced a new list view for Random Pool and added yearly categorization for random pages.

Minor Improvements:

1. Random Pool & History Filtering: Excluded carry-over status employees when downloading Random history and created a dedicated API to aggregate active/inactive employees on leave status (EE_STATUS = L).
2. Service List Filters: Added search capabilities by SPECIMEN ID and supervisor across service lists.
3. Expanded Table Columns: Added detailed information columns across main listing views (Follow-up, Pre-Employment, PA, RD, Rea, and Randoms).
4. Hub Navigation Enhancements: Added service-based filtering directly within the Hub module for faster person lookup.
5. Simultaneous Random / Carry-Over Logic: Enabled dual random eligibility for employees selected in random pools who also hold active carry-over records.

Fixes:

1. Resolved date validation errors within the Test Result Status notifications.
2. Fixed download failures when exporting Random Pool .zip packages.
   
3. Fixed leave of absence (LOA) data handling and carry-over type inconsistencies.
4. Resolved post-deployment login session glitches by streamlining token data structures.

Technical Improvements:

1. Legacy Infrastructure Cleanup: Completely removed deprecated dependencies including RabbitMQ, Zipkin, and residual MySQL connectors, resulting in a cleaner architecture.
2. JWT Token Architecture Optimization: Restructured authentication payloads and reduced JWT token size by offloading encoded metadata, successfully eliminating 431 Request Header Fields Too Large errors.
3. Rigorous Unit Testing Coverage: Restored and updated Random Pool unit tests to ensure robust validation for pool generation logic.

Minor Improvements:

1. Improved notification system with support for dynamic placeholders.
2. Improved Random process behavior, including carry-over handling.
3. Optimized query performance in paginated lists.
4. Enhanced dashboard visibility and filtering capabilities.
   

New Features:

1. Audit Enhancements: Inclusion of Smart Validation tracking in audit logs.
2. Pre-Employment Management: Ability to create and manage candidates in Pre-Employment lists.
3. News Module: New section to display Drug & Alcohol updates, with detailed view redirected to the landing page.
4. Random Review Enhancements: Improved review and validation process for Random selections, including better handling of carry-over scenarios.

Fixes:

1. Resolved issues when editing notifications that caused schedule loss.
2. Fixed inconsistencies in Random history and selection logic.
3. Corrected issues in employee assignment and listing completeness.
4. Fixed errors in chatbot interactions.
5. Resolved issues in BI-State map visualization.
6. Fixed file filtering by organization.

Technical Improvements:

1. Implementation of automated builds for development and production branches.
2. Backend logging improvements for better traceability.
3. Dynamic versioning based on commits.
   

Minor Improvements:

1. Improved AI prediction accuracy and overall performance.
2. Enhanced notification configuration and delivery handling.
3. Optimized Collection Site autocomplete for a smoother user experience.
4. General UX/UI improvements across the platform.
5. Standardized field labels and naming conventions.
6. Improved MIS Report behavior with better user feedback messages.

New Features:

1. Case Management Module: Full implementation including case creation, tracking, and closure.
2. Decision Tree Engine: Ability to create, manage, and execute dynamic rule-based decision flows.
3. AI Prediction Enhancements: Integration of improved predictive logic within Nexus.
4. Collector Site Module: New module for managing collection-related operations.
5. Configurable Notifications: Enhanced notification system with customizable templates and delivery rules.
6. Heat Map Visualization: New graphical representation for data analysis.
7. Smart Validation

Fixes:

1. Fixed notification delivery timing and reliability issues.
2. Resolved timezone inconsistencies affecting schedules and alerts.
3. Fixed session expiration message display under network (CORS) errors.
4. Corrected calendar inconsistencies and null validation issues.
5. Fixed issues in Case Management workflows.
6. Removed hardcoded data causing inconsistencies.
7. Fixed navigation menu alignment and behavior.

Visual Changes:

1. Improved header menu behavior (auto-close and alignment).
2. Cleaner feedback messages across the application.
3. Improved form and report display when no data is available.

Minor Improvements:

1. An adjustment was made to allow the creation of notes according to the type of note and the corresponding module, as well as the display of the reasons for the note according to the type of note and the module.
2. An adjustment was made to the carry-over forms to allow users to fill them out later when they are selected from the random pool.

New Features:

1. Smart Report: You can generate dynamic and customized reports, as well as configure their automatic delivery by email, defining the frequency and recipients.
2. Configurable Notifications: An editing panel is included that allows you to customize the content of notifications and associate them with specific services or forms.
3. Reset Form Option: A feature has been added to reset a form to its complete state, allowing it to be filled out again when necessary.
4. User Manager: A module for creating, editing, and managing users, roles, and permissions, enabling flexible and secure access control.
5. Import Employees: A view that allows creating, editing, searching, and mapping fields to import employee data from files.
6. Decision Tree: Functionality to build decision trees assigned by service and organization. Based on responses, the system determines and executes the corresponding action.

Visual Changes:

1. When the icon shown below is available, it redirects to the user guide for that functionality and is displayed only when documentation exists.
   
2. The form configuration view now displays active and inactive records and includes pagination.