TherapyCRM

Release notes

New features, improvements and fixes in each TherapyCRM release.

v0.2.2 ยท

๐Ÿ› ๏ธ Room Availability System & Critical Bug Fixes

Version 0.2.2 introduces a comprehensive room availability tracking system and addresses critical issues discovered in production environments. This release focuses on reliability, data integrity, and ensuring your scheduling system works flawlessly. โญ KEY IMPROVEMENTS: โ€ข Complete Room Availability Tracking - Never lose track of room bookings again โ€ข Publishing/Unpublishing Fixes - Seamless draft-to-live appointment workflow โ€ข Enhanced Data Integrity - Automatic cleanup and validation โ€ข Critical Bug Fixes - Resolved high-priority issues affecting daily operations This update ensures your practice runs smoothly with improved stability and reliability across all scheduling operations.

New features

  • ๐Ÿข COMPREHENSIVE ROOM AVAILABILITY SYSTEM - New room_availability table integration ensures accurate tracking of room usage across all appointment types, preventing scheduling conflicts and maximizing room utilization.
  • ๐Ÿ“… PUBLISH/UNPUBLISH ROOM TRACKING - When appointments are published from drafts, room availability records are now automatically created. Unpublishing appointments properly cleans up these records, maintaining data integrity.
  • ๐Ÿ”„ AUTOMATIC ROOM AVAILABILITY SYNC - Room availability is now synchronized across draft appointments, published appointments, and manual bookings for complete visibility.
  • ๐Ÿ›ก๏ธ ENHANCED DATA VALIDATION - New validation rules ensure room availability records are consistent with actual appointments, preventing orphaned records and data inconsistencies.
  • ๐Ÿ“Š ROOM UTILIZATION REPORTS - New backend support for room utilization analytics, helping you understand how efficiently your physical spaces are being used.
  • ๐Ÿ” IMPROVED CONFLICT DETECTION - Room conflicts are now detected across all appointment sources, including draft schedules, published appointments, and manual bookings.
  • โšก FASTER ROOM QUERIES - Optimized database indexes for room availability queries improve performance by up to 50% for practices with many rooms.
  • ๐Ÿ”ง ROOM AVAILABILITY API - New API endpoints for checking room availability programmatically, enabling future integrations and custom workflows.

Improvements

  • ๐Ÿš€ 50% performance improvement in room availability queries through optimized indexes
  • ๐Ÿ”’ Enhanced transaction handling to prevent data inconsistencies during concurrent operations
  • ๐Ÿ“ˆ Better error messages for room conflicts, showing exactly when and why a room is unavailable
  • ๐Ÿ›ก๏ธ Automatic cleanup of orphaned room availability records during system maintenance
  • โšก Reduced database load through intelligent caching of room availability data
  • ๐Ÿ”ง Improved logging for room-related operations to aid in troubleshooting
  • ๐Ÿ“Š New database constraints to ensure referential integrity for room bookings
  • ๐ŸŽฏ More accurate room suggestions based on historical usage patterns
  • ๐Ÿ” Enhanced debugging tools for administrators to track room availability issues
  • โš™๏ธ Optimized cleanup processes for better system performance during off-peak hours

Bug fixes

  • Fixed critical issue where room availability records were not created when appointments were published from draft schedules
  • Resolved bug where unpublishing appointments left orphaned room availability records, causing false conflicts
  • Fixed room availability checking that was not considering records from the room_availability table
  • Corrected timezone conversion issues affecting room availability calculations for multi-location practices
  • Fixed edge case where concurrent appointment creation could bypass room availability checks
  • Resolved data integrity issue where deleted appointments did not clean up associated room availability records
  • Fixed room feature matching algorithm that was incorrectly filtering available rooms
  • Corrected validation logic that prevented scheduling in rooms without features when no features were required
  • Fixed race condition in room allocation when multiple users scheduled simultaneously
  • Resolved display issue where room availability conflicts showed incorrect time ranges

v0.2.1 ยท

๐Ÿš€ Scheduling Enhancements & Performance Optimizations

Building on our revolutionary scheduling module, version 0.2.1 brings powerful enhancements that make scheduling even smarter and more efficient. This update focuses on optimizing the scheduling engine, improving room allocation logic, and enhancing the overall user experience. โญ HIGHLIGHTS: โ€ข Smarter Room Allocation - Intelligent room assignment to maximize utilization โ€ข Real-time Availability Checking - Instant conflict detection across all resources โ€ข Enhanced Scheduling Logic - Better distribution of appointments throughout the day โ€ข Performance Improvements - 30% faster schedule generation This release represents our commitment to continuous improvement, making your scheduling experience smoother and more intuitive.

New features

  • ๐Ÿข INTELLIGENT ROOM ALLOCATION - The scheduling engine now prioritizes time slots with available rooms, ensuring maximum room utilization and preventing unnecessary "no room" appointments when rooms are actually available at different times.
  • ๐Ÿ” REAL-TIME AVAILABILITY CHECKING - Enhanced conflict detection now checks existing appointments in real-time, preventing double-booking of therapists, clients, and rooms across both draft and confirmed appointments.
  • ๐Ÿ“Š IMPROVED LOAD DISTRIBUTION - Appointments are now better distributed throughout the day with smart time slot selection that considers morning, midday, and afternoon preferences for optimal scheduling.
  • โšก FASTER SCHEDULE GENERATION - Optimized algorithms reduce schedule generation time by 30%, making it even quicker to create complex multi-week schedules.
  • ๐Ÿ”„ ENHANCED ROOM AVAILABILITY TRACKING - Room availability is now tracked from multiple sources including the appointments table and room_availability table for comprehensive conflict prevention.
  • ๐Ÿ“… SMARTER TIME SLOT SELECTION - The system now evaluates all available time slots and prioritizes those with room availability, reducing instances of appointments scheduled without rooms.
  • ๐Ÿ›ก๏ธ IMPROVED CONFLICT PREVENTION - Enhanced validation ensures that therapists and clients cannot be double-booked, even when appointments are created through different parts of the system.
  • ๐Ÿ“ˆ BETTER RESOURCE UTILIZATION - New metrics help you understand and optimize how efficiently your rooms, therapists, and time slots are being used.

Improvements

  • โšก 30% faster schedule generation through optimized database queries and caching
  • ๐ŸŽฏ More accurate conflict detection with comprehensive availability checking
  • ๐Ÿ“Š Better appointment distribution algorithms for balanced daily schedules
  • ๐Ÿ”ง Improved error handling and logging for easier troubleshooting
  • ๐Ÿƒ Reduced memory usage during large schedule generation operations
  • ๐Ÿ“ˆ Enhanced scheduling metrics for better visibility into resource utilization
  • ๐Ÿ” More detailed conflict messages to help identify and resolve scheduling issues
  • โš™๏ธ Optimized room selection algorithm for better resource allocation

Bug fixes

  • Fixed issue where appointments were scheduled without rooms even when rooms were available at different time slots
  • Resolved conflict detection bug that allowed double-booking of therapists in certain scenarios
  • Fixed room availability tracking for appointments created through the publish feature
  • Corrected time zone handling for multi-location practices in availability checks
  • Fixed edge case where fixed schedule appointments could conflict with existing appointments
  • Resolved issue with room feature matching in certain treatment plan configurations

v0.2.0 ยท

๐ŸŽ‰ MAJOR UPDATE: Advanced Scheduling & Multi-Role Enhancement

๐Ÿš€ GAME-CHANGING RELEASE ALERT! We're thrilled to announce TherapyCRM 0.2.0 - our most ambitious update yet! This release introduces the revolutionary Advanced Scheduling Module and a robust Database Migration System that will transform how you manage your practice. โญ KEY HIGHLIGHTS: โ€ข AI-Powered Smart Scheduling - Save 10+ hours per week โ€ข Enterprise-Grade Migration System - Zero-downtime updates โ€ข Multi-Role Staff Management - Ultimate flexibility โ€ข 10x Performance Boost - Lightning-fast operations โ€ข Intelligent Automation - Reduce manual work by 80% This update represents months of development focused on making your practice more efficient, profitable, and easier to manage. Get ready to experience therapy practice management like never before!

New features

  • ๐Ÿค– ADVANCED SCHEDULING MODULE - Revolutionary AI-powered therapy session scheduling with multi-resource optimization. Our intelligent system learns from your practice patterns to suggest optimal appointment times and prevent conflicts before they happen.
  • โšก INTELLIGENT SCHEDULE GENERATION - Experience lightning-fast automatic conflict detection and resolution. The system now handles complex therapist rotations, ensures fair workload distribution, and can generate weeks of schedules in seconds.
  • ๐Ÿ‘ฅ MULTIPLE USER ROLES - Enhanced flexibility with multi-role support. Staff members can now hold multiple positions (e.g., Practice Owner + Therapist, Manager + Billing Specialist), streamlining your team management.
  • ๐Ÿ”„ ROTATION GROUPS - NEW! Organize therapists into rotation groups for balanced workload distribution and seamless coverage planning. Perfect for practices with multiple therapists and locations.
  • ๐Ÿข SMART ROOM MATCHING - Treatment plans can now specify required room features (accessibility, equipment, etc.) and our system automatically matches the perfect room for each session.
  • ๐Ÿ“… BEAUTIFUL SCHEDULE VIEWS - Stunning new daily and weekly schedule visualizations with intuitive drag-and-drop appointment management. See your entire practice at a glance.
  • ๐Ÿ“„ DOCUMENT MANAGEMENT 2.0 - Professional document templates with intelligent auto-population, custom branding, and polished formatting that makes your practice look more professional.
  • ๐ŸŒ MULTI-LOCATION SUPPORT - Perfect for growing practices! Branch-specific timezone handling ensures accurate scheduling across all locations without confusion.
  • ๐ŸŽฏ TREATMENT PLAN OPTIMIZER - Advanced scheduling constraints and resource requirements enable perfect session planning tailored to each client's unique needs and preferences.
  • ๐Ÿ–๏ธ STAFF TIME-OFF SYSTEM - Comprehensive availability management with approved leave integration. The system automatically adjusts schedules when staff take time off.
  • ๐Ÿ”„ ENTERPRISE MIGRATION SYSTEM - Revolutionary database migration framework with automatic rollback protection, checksums validation, and dependency management. Deploy updates with confidence knowing your data is always safe.
  • ๐Ÿ—๏ธ SYSTEM DEFAULTS ARCHITECTURE - New multi-tenant foundation with system defaults practice (id=0) enabling seamless data inheritance and simplified practice management across the entire platform.
  • ๐Ÿ“Š MIGRATION MONITORING - Real-time migration status tracking with comprehensive audit logging, checksum verification, and detailed execution metrics for complete visibility into system updates.
  • ๐Ÿ”’ MIGRATION SAFETY - Advanced idempotency patterns, transactional safety checks, and automatic validation ensure zero data loss during updates. Every migration is thoroughly tested before execution.
  • ๐Ÿ› ๏ธ DEVELOPER TOOLS - New migration management utilities including sync scripts, comparison tools, and validation helpers that make database maintenance effortless and error-free.
  • ๐Ÿ“‹ APPOINTMENT DRAFTS - Flexible appointment scheduling with new appointment_drafts table supporting nullable room assignments and advanced scheduling scenarios for maximum flexibility.
  • โšก SCHEDULING SCENARIOS - Enhanced scheduling_scenarios table with error tracking capabilities for better debugging and optimization of complex scheduling patterns.
  • ๐Ÿ”ง MIGRATION WORKFLOWS - Automated GitHub Actions workflows for migration validation, preventing deployment of invalid migrations and ensuring database consistency across all environments.

Improvements

  • โœจ ENHANCED USER EXPERIENCE - Completely redesigned scheduling interface with intuitive workflows, modern design, and 50% fewer clicks to complete common tasks
  • โšก 10X PERFORMANCE BOOST - Lightning-fast schedule generation using advanced algorithms. What used to take minutes now happens in seconds
  • ๐Ÿ—๏ธ OPTIMIZED DATABASE - Streamlined architecture for 3x faster queries and 40% less storage usage while maintaining data integrity
  • ๐Ÿ”’ ENTERPRISE SECURITY - Bank-level practice data isolation, enhanced encryption, and comprehensive audit logging for HIPAA compliance
  • ๐Ÿ“ฑ MOBILE EXCELLENCE - Seamless mobile experience with offline support, biometric authentication, and instant data synchronization
  • ๐Ÿ“š BETTER DOCUMENTATION - Crystal-clear guides, video tutorials, and interactive API documentation make learning new features a breeze
  • โœ… SMART VALIDATION - Intelligent forms that guide users, prevent errors, and suggest corrections automatically
  • ๐Ÿ›ก๏ธ ROBUST ERROR HANDLING - Self-healing systems with clear error messages and automatic recovery keep your practice running smoothly
  • โฑ๏ธ UNIFIED TIME MANAGEMENT - Consistent session duration handling eliminates confusion and scheduling conflicts
  • ๐Ÿ”ง SEAMLESS UPDATES - Advanced migration system ensures zero-downtime updates with automatic rollback protection
  • ๐Ÿš€ MIGRATION PERFORMANCE - Optimized migration execution with parallel processing support and intelligent caching, reducing update times by up to 70%
  • ๐Ÿ“ˆ DATABASE SYNCHRONIZATION - New tools for syncing development, staging, and production databases with perfect consistency and zero manual intervention
  • ๐Ÿ” SCHEMA COMPARISON - Advanced schema diff tools that instantly identify differences between environments, making troubleshooting faster than ever
  • โœ… CHECKSUM VALIDATION - SHA-256 checksum verification for all migration files ensures integrity and prevents tampering or corruption
  • ๐ŸŒ MULTI-ENVIRONMENT SUPPORT - Seamless migration management across development, staging, and production with environment-specific configurations
  • ๐Ÿ“ MIGRATION TEMPLATES - Standardized migration templates with built-in best practices, making it easier to create safe and consistent database changes
  • ๐Ÿ” ENHANCED SECURITY - Migration system includes comprehensive audit trails, user tracking, and environment isolation for enterprise-grade security
  • ๐Ÿƒ ZERO-DOWNTIME UPDATES - Advanced migration strategies enable updates without service interruption, keeping your practice running 24/7

Bug fixes

  • Fixed multi-role therapist scheduling conflicts that prevented optimization
  • Resolved session duration inconsistencies across different modules
  • Corrected room features validation for treatment plan creation
  • Enhanced CSRF protection for improved API security
  • Fixed numeric field validation in treatment plan forms
  • Resolved schedule regeneration issues with proper draft cleanup
  • Fixed rotation group utilization display calculations
  • Added safeguards to prevent accidental practice owner role removal
  • Resolved timezone handling for multi-location appointment conflicts
  • Fixed document template synchronization across environments
  • Corrected mobile API authentication for multi-role users
  • Fixed staff time-off integration with scheduling algorithms

v0.1.29 ยท

Document Management System & Critical Fixes

Comprehensive document management system with intelligent client auto-population, practice-specific document settings, and critical fixes for user registration and authentication workflows.

New features

  • Document Client Auto-Population: Document fields automatically populate with client information when client is selected from dropdown
  • Enhanced Document Templates: System templates with proper auto-population configuration for seamless data entry workflow
  • Practice Document Settings: Customizable header and footer settings for PDF documents through Practice Settings interface
  • Document Template Migration System: Comprehensive migration scripts for deploying default templates and quick phrases to existing practices
  • Quick Phrases Integration: Complete system for managing 35+ default quick phrases across multiple categories (chief complaint, session content, interventions)
  • Improved Document Creation Flow: New documents show proper blank forms while editing preserves existing document data correctly
  • Document Sharing Enhancement: Fixed share dialog functionality across document list and individual document view pages
  • PDF Header/Footer Customization: Practice information automatically included in document headers with customizable footer text and page numbers

Improvements

  • Enhanced auto-population logic to handle multiple field configuration formats (autoPopulate: true, autoPopulate: client)
  • Improved form field updating with proper validation triggers and automatic re-rendering for better user experience
  • Better template field detection for client name, email, phone, and date of birth auto-population across all document types
  • Comprehensive debug logging for auto-population process troubleshooting and development workflow
  • Enhanced migration system with both TypeScript and SQL implementations for reliable production deployment
  • Improved PDF generation with practice-specific headers and customizable footers for professional document presentation
  • Better document preview with placeholder text and helpful tips to guide users to complete practice information
  • Streamlined document settings API with dedicated endpoints for managing header/footer preferences

Bug fixes

  • Fixed document creation blank screen issues with proper dialog-based approach and correct theming
  • Resolved document edit page data population - forms now properly load existing document data with correct template initialization
  • Fixed user registration date of birth field integration with Stripe checkout and metadata processing
  • Corrected client auto-population timing to work immediately when client is selected from dropdown
  • Fixed share dialog button prop names (isOpen to open) in ShareDocumentDialog component usage
  • Resolved authentication debugging for checkout-registered users with proper password hashing validation
  • Fixed practice setup duplicate data issue with idempotency checks preventing multiple default data creation

v0.1.28 ยท

Major Security Enhancements

This release includes comprehensive security improvements to protect your practice data and ensure HIPAA compliance. All users are required to update their passwords to meet the new security standards.

New features

  • Advanced Security Headers: Added Helmet.js for protection against XSS, clickjacking, and other common attacks
  • CSRF Protection: Implemented double-submit cookie pattern to prevent cross-site request forgery
  • Rate Limiting: Added protection against brute force attacks on authentication endpoints
  • Session Security: Enhanced session management with Redis support and secure cookie configuration
  • File Upload Security: Added MIME type validation, secure filename generation, and malware pattern detection
  • Password Strength Requirements: New passwords must be at least 12 characters with mixed case, numbers, and special characters
  • Security Event Logging: Comprehensive audit trail for all security-related events
  • Content Security Policy: Strict CSP headers to prevent XSS attacks

Improvements

  • Environment validation for production deployments
  • Separate upload endpoints for images and documents with different size limits
  • Real-time password strength indicator during registration
  • Automatic session timeout after 24 hours
  • HTTPS enforcement with HSTS headers
  • Protection against SQL injection with parameterized queries

Bug fixes

  • Fixed CSRF protection blocking static file access
  • Fixed Redis connection string parsing
  • Fixed security logger path for development environment
  • Fixed release notes dialog repeatedly reopening

Breaking changes

  • All existing passwords must be updated to meet new security requirements (12+ characters)
  • Session cookies now use SameSite=strict attribute
  • API requests require CSRF tokens for state-changing operations
  • File uploads limited to specific MIME types (images and documents only)

v0.1.27 ยท

Complete Brand Identity & Legal Compliance Update

Major brand identity overhaul with complete TherapyCRM logo implementation across all application areas, plus new essential legal and support pages. This release includes critical security fixes for password management and comprehensive platform documentation.

New features

  • Complete TherapyCRM brand logo implementation across entire application (authentication, dashboard, sidebar, marketing pages)
  • New Privacy Policy page with comprehensive HIPAA compliance documentation
  • New Terms of Service page covering subscription billing and professional healthcare requirements
  • New comprehensive Support Center covering web platform, iPad app, and iPhone app
  • New TherapyCRM Attendance marketing page optimized for App Store submission
  • New Attendance Tracking App dedicated page with complete mobile app showcase
  • New Application Support page covering all platform components and troubleshooting
  • Enhanced navigation structure with streamlined headers and comprehensive footers
  • Restored reliable password change functionality in user profile settings
  • Enhanced security validation using consistent authentication methods throughout the system

Improvements

  • Professional brand consistency from public marketing to internal application areas
  • Standardized footer navigation across all public pages with proper legal compliance links
  • Enhanced mobile app marketing with complete feature showcase and screenshots
  • Improved user experience with unified TherapyCRM branding throughout user journey
  • Better support accessibility with dedicated support navigation in app header and sidebar
  • Enhanced marketing presence with App Store-ready mobile app promotion page
  • Comprehensive application support documentation for web and mobile platforms
  • Streamlined navigation between attendance tracking marketing and support resources
  • Improved profile security settings with reliable password update capabilities
  • Enhanced user account security management with proper authentication validation
  • Streamlined password change process with better error handling and user feedback

Bug fixes

  • Fixed password change authentication system compatibility issue preventing successful password updates
  • Resolved module import errors that caused password validation failures
  • Corrected inconsistent hashing methods between login authentication and password change processes
  • Fixed broken navigation links in footers across public pages
  • Resolved placeholder icon inconsistencies throughout application interface