CHANGELOG

What's new in PracticeFlow360

Improvements and fixes, shipped regularly.

v0.6.0MAJOR2026-06-15

Compliance engine + billing + payroll go live

  • Compliance engine with 95-form library, auto-applicability per client, FY 2026-27 calendar, cascade reminders (15/7/3/1/0/+3 days).
  • UDIN tracker with ICAI 60-per-FY cap enforcement.
  • DSC tracker with 60/30/7-day expiry alerts.
  • Notice + Hearing + Order + Appeal + Case management with chronological timeline.
  • Quote → Engagement → Invoice → Payment → Receipt → Statement flow.
  • GST-compliant invoice PDF (3 templates) with CGST/SGST/IGST split and reverse-charge support.
  • Payroll: Indian PF/ESI/PT/TDS auto-deduction, monthly run wizard (preview → release), payslip generation.
  • 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: invoices, compliance, documents.
  • 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

  • ~50 new Prisma models added across Sprints 1–6 (service playbooks, task templates, quotes, invoices, payments, credit/debit notes, compliance forms + obligations, UDIN, DSC, notices/cases/hearings/orders/appeals, branches, leaves, salary structures, payslips, CPE, assets, email templates, campaigns, newsletter, portal users).
  • 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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