TherapyCRM

Release notes

New features, improvements and fixes in each TherapyCRM release.

v0.2.24 ·

Full-Day Schedule Constraints - Intelligent Treatment Plan Coordination

This release introduces intelligent scheduling constraints that automatically ensure clients enrolled in full-day treatment programs have all their additional services scheduled only during program hours. This enhancement eliminates scheduling conflicts and ensures clients receive services when they are actually present at the facility.

New features

  • Full-Day Schedule Constraints: Automatic enforcement of scheduling boundaries based on full-day program enrollment
  • Multi-Program Support: Intelligent merging of time windows when clients have multiple full-day programs
  • Smart Conflict Detection: Clear, actionable messages when appointments cannot be scheduled due to full-day constraints
  • Day-Specific Windows: Support for different hours on different days based on program schedules
  • Automatic Time Window Management: System automatically determines valid scheduling windows per client

Improvements

  • Scheduling Engine Enhancement: Full-day plans now processed first to establish proper constraints
  • Performance Optimization: Constraint checking adds less than 5ms to optimization runs with O(1) lookups
  • Conflict Reporting: New CLIENT_FULL_DAY_CONSTRAINT type with detailed explanatory messages
  • Memory Efficiency: Constraint map built once per optimization run for optimal performance
  • Processing Order: Improved plan sorting - full-day first, then fixed schedules, then flexible
  • Validation Logic: Robust time window validation ensuring appointments fit completely within constraints
  • Documentation: Comprehensive technical and user documentation for the new feature

Bug fixes

  • Prevention of Invalid Scheduling: Appointments can no longer be scheduled outside full-day program hours
  • Elimination of Scheduling Conflicts: Automatic prevention of logistical conflicts for full-day program clients
  • Improved Constraint Handling: Better handling of overlapping time windows from multiple programs
  • Enhanced Error Messages: Clear explanations when scheduling constraints prevent appointment placement

v0.2.23 ·

Enhanced Staff Management & Treatment Plan Flexibility

This release delivers a completely redesigned staff management interface with intuitive tabbed navigation, flexible treatment plan scheduling options, and improved database architecture for better performance and scalability.

New features

  • Redesigned Staff Form: Brand new tabbed interface makes managing staff information more intuitive and organized
  • Enhanced Treatment Plans: Improved scheduling indicators and visual cues help you understand treatment plan status at a glance
  • Flexible Treatment Plan Assignment: Treatment plans can now be assigned to multiple rotation groups for greater scheduling flexibility
  • Scheduling Flow Documentation: Clear pseudocode documentation helps understand how scheduling decisions are made
  • Improved User Experience: Streamlined forms and better visual feedback throughout the application

Improvements

  • Staff Management Interface: Complete redesign with tabbed layout for better organization of staff information
  • Treatment Plan Visualization: Added scheduling indicators below treatment plan names for better status awareness
  • Database Architecture: Converted treatment plan rotation groups to many-to-many relationships for greater flexibility
  • Code Quality: Resolved duplicate code issues and syntax errors for improved system stability
  • Developer Experience: Added comprehensive documentation for scheduling flows and system processes
  • Form Usability: Enhanced form layouts and navigation patterns across the application
  • System Reliability: Improved error handling and validation throughout the platform

Bug fixes

  • Fixed Schedule Detail Syntax Error: Resolved duplicate code causing compilation errors in schedule detail components
  • Improved Database Migration: Fixed SQL syntax and structure issues in migration files
  • Enhanced Form Validation: Better error handling and user feedback in staff and treatment plan forms
  • Code Cleanup: Removed duplicate code blocks that were causing system instability
  • Migration System: Improved migration validation and rollback procedures for safer deployments

v0.2.22 ·

GitHub Configuration, Email Notifications & Password Reset UI Enhancement

This update improves email notifications, enhances password security features, and makes behind-the-scenes improvements for a more reliable and user-friendly experience.

New features

  • Email Notifications: You will now reliably receive emails about important updates, account activity, and system changes
  • Clearer Updates: Communication has been improved so you always know what is happening without missing key details
  • Behind-the-Scenes Enhancements: We have strengthened our internal workflow, so updates roll out more safely and efficiently
  • Better Password Security: Enhanced password creation with visual feedback to help you create stronger, more secure passwords
  • Enhanced Lead Form Validation: Clear error messages and visual indicators help you understand exactly what needs to be corrected when saving lead information
  • Improved Form User Experience: Real-time validation and comprehensive error feedback make form completion faster and more intuitive

Improvements

  • Better organization of guides and resources to help you find information more easily
  • Stronger checks to ensure smooth updates with minimal disruption
  • Improved password creation experience with clear visual guidance on password strength
  • More consistent user interface across different password reset screens
  • Enhanced system reliability and performance behind the scenes
  • Improved Lead Management: Dropdown fields in lead forms now save and load values more reliably
  • Better Form Validation: Form submit buttons are now disabled when validation errors exist, preventing confusion about why forms will not save
  • Enhanced Visual Feedback: Form fields with errors now have clear red borders and validation messages

Bug fixes

  • Issues that caused some emails (like notification or release update emails) not to send correctly have been fixed
  • Delays and missing messages in the notification system have been resolved
  • Password reset screens now work consistently across the entire application
  • Overall system stability and reliability have been improved
  • Fixed Lead Form Data Corruption: Resolved issue where lead form values would concatenate with previous values instead of replacing them
  • Fixed Dropdown Persistence: Lead Status, Preferred Contact Method, Lead Source, and Assigned To fields now properly save and load their values
  • Resolved Form Validation Issues: Forms now properly validate all required fields and show clear error messages when validation fails
  • Fixed Form State Management: Lead forms no longer experience data loss or incorrect values when switching between different leads

v0.2.21 ·

Password Reset & Code Standardization

This release introduces secure password reset functionality and standardizes the codebase with improved build processes and deployment infrastructure.

New features

  • Complete password reset functionality with secure token-based authentication
  • Email-based password reset with secure tokens
  • Token expiration and validation system
  • Secure password update workflow
  • Integration with existing authentication system
  • Email templates for password reset notifications

Improvements

  • Standardized and optimized the build process for better reliability and performance
  • Fixed build script compilation issues with missing environment-config.ts
  • Replaced missing environment-config.ts with existing config.ts
  • Added npx prefixes to all build commands for better compatibility
  • Removed duplicate module compilation to improve build speed
  • Enhanced build verification and file structure validation
  • Improved error handling and fallback strategies in build process
  • Enhanced CI/CD pipeline and deployment processes
  • Resolved merge conflicts between main and production branches
  • Improved GitHub Actions workflow for production deployments
  • Added AI development tool directories to .gitignore
  • Enhanced release notes validation in PR checks
  • Streamlined branch synchronization processes
  • Improved code organization and development workflow
  • Standardized TypeScript configuration across modules
  • Improved ESBuild configuration for production builds
  • Enhanced Vite configuration with better fallback strategies
  • Optimized bundle sizes and build performance
  • Better error messages and debugging capabilities

Bug fixes

  • Resolved critical build failures preventing production deployments
  • Fixed missing environment configuration file causing esbuild errors
  • Fixed command not found errors for vite and esbuild by adding npx prefixes
  • Successfully resolved complex merge conflicts between main and production branches

v0.2.17 ·

PR Validation Enhancements and Bug Fixes

This release introduces automated validation for release notes migrations in pull requests and fixes various test failures and TypeScript errors throughout the codebase.

New features

  • Added GitHub Actions workflow to validate release notes migrations in PRs
  • Added shell script for comprehensive release notes migration validation
  • Automated version number verification against git tags

Improvements

  • Enhanced CI/CD pipeline with release notes validation
  • Improved release management process with automated checks
  • Better version consistency across migrations and git tags
  • Fixed PR validation workflow to ensure preview deployment waits for all checks

Bug fixes

  • Fixed SQL version extraction to handle multi-line VALUES format in migrations
  • Fixed test webhook secret configuration to differ from actual webhook secret
  • Fixed leadStatus references to use correct status field in TypeScript
  • Added missing rotationGroupId to treatment plan select queries
  • Fixed TypeScript type annotation for leadsBySource object

v0.2.13 ·

Treatment Plan Validations, Scheduling Enhancements & UI Standardization

This release introduces comprehensive treatment plan validation, enhanced scheduling visualization with full-day indicators, and a standardized tooltip system across the application. These improvements ensure data integrity, provide better visual feedback for complex schedules, and deliver a more consistent user experience.

New features

  • Comprehensive treatment plan validation system with real-time feedback
  • Full-day treatment plan visual indicators in schedule views
  • Standardized tooltip component system with consistent styling
  • New tooltip variants for different contexts (info, warning, error, success, scheduling, help)
  • Tooltip demo page for developers at /tooltip-demo
  • Enhanced schedule visualization with improved appointment card layout
  • Visual warnings for missing therapist specializations
  • Advanced scheduling tooltips with contextual information

Improvements

  • Strict validation for treatment plan dates ensuring logical consistency
  • Prevention of invalid date combinations (start after end, authorization outside plan dates)
  • Improved visual distinction for full-day therapy sessions
  • Better schedule table layout with consistent spacing
  • Enhanced appointment card display with clearer time formatting
  • Consistent tooltip styling across all modules
  • Professional tooltip appearance with appropriate color coding
  • Dark mode support for all tooltip variants
  • Smooth tooltip animations and transitions
  • Better error messaging for treatment plan validation failures
  • Improved scheduling tooltip readability with clean design

Bug fixes

  • Fixed treatment plan saving with invalid date ranges
  • Corrected authorization dates that exceed plan duration
  • Resolved schedule visualization overflow issues
  • Fixed appointment card time display formatting
  • Corrected tooltip positioning and z-index issues
  • Fixed inconsistent tooltip colors in scheduling module
  • Resolved tooltip background color readability issues
  • Fixed missing specialization warnings not displaying properly
  • Corrected weekly hours tooltip display in staff management
  • Fixed tooltip icon alignment in form fields