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📝 Pastoral Care v0.x (Next) Changelog

Release Date: TBD (Development Version)
Package Version: 0.x.dev
Compatibility: Salesforce Winter '25, NPSP 3.190+

🚀 New Features​

✨ Enhanced Caring Cases Management​

  • Improved case assignment workflow with bulk actions for efficient case distribution
  • Advanced filtering system by priority, status, assigned staff, and date ranges
  • Real-time notifications for case updates via email and in-app alerts
  • Deep integration with NPSP Engagement Plans for seamless care workflows

🎯 Communication Enhancements​

  • SMS/Text messaging integration with Twilio for instant communication
  • Drag-and-drop email template editor with rich formatting options
  • Automated follow-up sequences for caring cases with customizable triggers
  • Multi-language support for communications (English, Spanish, French)

📊 Reporting & Analytics​

  • Executive dashboard with key performance indicators and trends
  • Custom report builder with 15+ data sources and visual charts
  • Scheduled report delivery via email with automated distribution lists
  • Enhanced data export to Excel/CSV formats with filtering options

🔧 Administration Tools​

  • Bulk data import/export wizard for case migration
  • Advanced permission management with role-based access controls
  • Audit trail logging for all case modifications and system changes
  • Custom field mapping for organization-specific data requirements

🔧 Improvements​

⚡ Performance Optimizations​

  • 50% faster page load times for case management interfaces
  • Improved mobile responsiveness across all components and layouts
  • Reduced server response times by 30% through optimized queries
  • Enhanced search functionality with instant results and fuzzy matching

🎨 User Experience​

  • Redesigned navigation with contextual menus and breadcrumbs
  • Streamlined case creation workflow (reduced from 8 to 4 steps)
  • Enhanced accessibility with WCAG 2.1 AA compliance throughout
  • Dark mode support for improved user comfort during extended use

🛡️ Security & Compliance​

  • Enhanced data encryption for all sensitive case information
  • Single Sign-On (SSO) support with SAML 2.0 integration
  • HIPAA compliance features for healthcare organizations
  • Automated security scanning and vulnerability reporting

🐛 Bug Fixes​

🔍 Major Issues Resolved​

  • Fixed case duplication issue when importing from NPSP Engagement Plans
  • Resolved email template formatting problems in Microsoft Outlook
  • Fixed timezone handling for automated communications across regions
  • Corrected permission issues for volunteer users accessing restricted data
  • Resolved mobile app sync problems affecting offline case updates

🛠️ Minor Improvements​

  • Fixed sorting issues in case list views
  • Resolved attachment upload problems for large files
  • Corrected date picker formatting in Safari browser
  • Fixed notification sound settings not persisting
  • Resolved dashboard widget loading delays

📋 Migration & Upgrade Notes​

⚠️ Breaking Changes​

  • Custom field naming convention updated for consistency (see migration guide)
  • API endpoint structure modified for better RESTful compliance
  • Permission model updates require administrator review and reassignment

🔄 Migration Steps​

  1. Backup your data before upgrading (automatic backup recommended)
  2. Review custom field mappings and update automation rules
  3. Update API integrations if using custom applications (see API docs)
  4. Test user permissions after upgrade and reassign as needed
  5. Train staff on new features and updated workflows

📊 Data Migration Support​

  • Automated data migration for standard configurations
  • Custom migration assistance available for complex setups
  • Rollback support within 30 days of upgrade
  • Data validation tools to verify migration accuracy

🔗 Additional Resources​

Documentation & Training​

Support & Community​

Previous Versions​

🎉 What's Next?​

We're already working on v2.1.0 with exciting new features:

  • AI-powered case insights for predictive care recommendations
  • Advanced workflow automation with conditional logic
  • Enhanced mobile application with offline capabilities
  • Integration marketplace for third-party tools

Stay connected for updates and preview access to upcoming features!

For technical support or questions about this release, please contact our support team or visit our community forum.