CHANGELOG

What's new in PracticeFlow360

Improvements and fixes, shipped regularly.

v0.6.0MAJOR2026-06-15

Compliance engine and professional workflows

  • Compliance engine with 95-form library, auto-applicability per client, FY 2026-27 calendar, cascade reminders (15/7/3/1/0/+3 days).
  • UDIN registry with official 18-character validation and partner-level recording.
  • DSC tracker with 60/30/7-day expiry alerts.
  • Notice + Hearing + Order + Appeal + Case management with chronological timeline.
  • Engagement delivery flow connecting clients, projects, tasks, documents, time and reports.
  • People operations foundation for firms that choose to enable the optional section.
  • 5 master reports + scheduled report cron (CSV).
v0.5.0MAJOR2026-05-26

Client portal + email pipeline + dashboard KPI v2

  • Client portal at /portal with magic-link auth (separate session lane from firm dashboard).
  • Portal pages for secure documents, requests, compliance and firm messages.
  • Email pipeline wired into 7 transactional + reminder + campaign use cases.
  • Single-call dashboard KPI bundle covering tasks / revenue / compliance / utilization / team.
  • Statement of Account + Aging report endpoints.
v0.4.0MAJOR2026-05-20

Sprint 1-3 schema + APIs land

  • Foundational schema and APIs expanded for future modules without exposing uncertified workflows.
  • Service playbook library: 13 system playbooks covering ITR / GST / Audit / ROC.
  • Email template library: 38 system templates.
v0.3.0MAJOR2026-05-15

Foundation hardening complete

  • Schema drift reconciled; baseline indexes added.
  • Standard API envelope + withRoute wrapper across 108 routes.
  • Logger with PII redaction; console.log codemod swept 81 files.
  • RBAC expanded from 16 to 95 permission keys.
  • Feature flags + PostHog telemetry helpers.
  • Portal route group scaffolded + PWA manifest + service worker.

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