Platform Update History

Dorothy Platform: Master Changelog

A consolidated view of all development updates and module introductions.

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⚙️ Platform Update: v0.118 (Configuration & Dynamic UX)

This release focused on centralizing application configuration for administrators and implementing dynamic loading of data on public-facing pages.

Core Features

  • Platform Settings (Admin Module): Introduced a new settings section within team.html for administrators.
  • Dynamic Version Control: Implemented a form in Team Settings allowing administrators to update the public-facing platform version number (stored in Firestore at /settings/platform_version).
  • Dynamic Landing Page (index.html): The version displayed on the homepage now dynamically loads from the Firestore settings via loadPlatformVersion(), instead of being hardcoded.

UX/Navigation

  • Changelog Visibility: Added a direct link to the changelog.html page in the main navigation bar of the landing page (index.html).

🚀 Platform Update: v0.100 to v0.115 (Modularization)

The primary focus of this update was to modularize the Service User profile views into dedicated pages and introduce dedicated document management for Health Action Plans, Risk Management Plans, and Contact Notes.

New Features & Dedicated Modules

  • Health Action Plan (HAP): Brand new, dedicated page (health-action-plan.html). Implements CRUD operations against a new Firestore collection (health-plans). Includes drafting/publishing and plan content copying.
  • Risk Management Plan (RMP): Brand new, dedicated page (risk-management-plan.html). Implements CRUD operations against a new Firestore collection (risk-plans). Includes drafting/publishing and assessment content copying.
  • Contact Notes: Brand new, dedicated page (contact-notes.html) for logging and reviewing chronological contact entries. Data stored in contact-notes collection.

Core Changes in Existing Files

  • Service User Profile (profile.html) Refactor: Significantly refactored to remove complex list views and modal logic, turning it into a pure **Overview** and **Accommodation** hub.
  • Structural Change (Critical): The embedded tabs/views for Health Action Plan and Risk Management Plan were **entirely removed** from profile.html.
  • Navigation Update: The sidebar navigation on profile.html was updated to point **externally** to the new, dedicated module pages (ISP, HAP, RMP, and the newly added Contact Notes).
  • Individual Support Plan (individual-support-plan.html): Integrated a shared navigation sidebar (#profileNavSidebar) to allow seamless switching between ISP, HAP, RMP, and Contact Notes pages.

File & Tab Decommissioning

Removed Feature Status in v0.115 Replacement / New File
profile.html (HAP Tab)Removedhealth-action-plan.html
profile.html (RMP Tab)Removedrisk-management-plan.html
N/AN/Acontact-notes.html

👤 Referrals Management Module

Core Functionality

  • Dedicated Module: Added a complete workflow for managing incoming candidate referrals, accessible via the Dashboard sidebar.
  • Referral Submission System: Implemented a "New Referral" modal capturing Candidate Info, Referring Agency Details, and Initial Assessment (Risks/Needs).
  • Referral-to-Placement Conversion: Added a **"Create Placement"** action that automatically converts an approved referral into a full Service User profile, carrying over demographic data and setting the referral status to "Approved."

Dashboard & List Management

  • Smart Dashboard Integration: Added a **"Pending Referrals"** statistic card and a "Referrals" quick-action card.
  • Advanced List View: Includes real-time search (by Candidate Name, Agency Name, Referrer) and a filter dropdown for status (Pending, Awaiting Assessment, Approved, Declined).
  • Priority Sorting: Automatically prioritizes "Pending" referrals at the top of the list, followed by date sorting.

Detailed Management View

  • Immersive Detail Interface: Referral viewing now uses a dedicated, full-screen detail view with a tabbed layout (Overview, Assessment, Management).
  • Status Workflow: Editable status dropdown with visual color-coding (Amber, Blue, Green, Red).

☀️ Daily Overview Module

Core Functionality: Centralized Shift Handovers

  • Dedicated Module: Introduced a new **Daily Overview** module, accessible via the main dashboard, designed to manage shift handover logs across all service providers.
  • Log Structure: Each daily log is segmented into three distinct shifts: **Morning** (Sunrise), **Evening** (Sunset), and **Night** (Moon).
  • Creation Workflow: Requires users to specify the **Service Provider** and **Log Date** before entry.
  • Data Captured Per Shift: Summary Notes, Telephone Calls Log, Emails/Correspondence Log, and Other Relevant Information/Incidents.

Detail View, Editing, and Management

  • Shift-Based Editing: Primary log view uses separate, color-coded tabs to allow staff to focus solely on their current shift.
  • Audit Trail: Tracks detailed metadata including overall log creation time/author and the specific **Last Updated** time and author for each individual shift.
  • Finalization Lock: Logs can be marked as **FINALIZED** (isComplete), which locks all shift fields to prevent standard editing.
  • Admin Unlock: Administrators have a clear action button to **Unlock Editing** on finalized logs.

📝 Contact Notes Module

Core Functionality

  • Dedicated Page: Introduced a new, dedicated page (contact-notes.html) accessible from the Service User Profile sidebar.
  • Data Points: Captures **Contact Date**, **Contact Type** (In-person, Phone Call, Email/Message, Appointment, Incident), **Subject/Summary**, and **Detailed Note/Outcome**.

List and View Features

  • Chronological List View: Notes are displayed in reverse chronological order (newest first).
  • Expand/Collapse Detail: Note content is truncated by default, with a toggle to expand the full note inline.
  • Cross-Module Navigation: Integrated Contact Notes into the persistent profile navigation sidebar across all user document pages.
  • UX/UI Improvements: Type color-coding for visual distinction, and a clean modal interface for entry/editing.

🛠️ Early Development Versions (0.001 - 0.100)

v0.100 - Major Structural Rearchitecture (vs v0.002)

  • Added (New Modules):
    • Dedicated profile.html for Service User management (all plans and documents are centralized here).
    • Dedicated team.html admin panel for managing user roles and permissions.
  • Changed (User Creation): The "Add Service User" modal was heavily expanded, replacing the simple fullName field with discrete fields (First Name, Last Name, DOB, NI Number, Nationality, Service Provider, etc.) to capture detailed demographic and service data upon profile creation.
  • Changed (Dashboard): The Service Users list view was updated to link to the new profile.html instead of embedding management functions.
  • Removed: The initial roomNumber field and logic were deprecated in the core user creation flow, reflecting the separation of user data from specific property data.
  • Refactored: All Profile-related JavaScript functions (editing, listing, duplicate checks) were removed from dashboard.html and migrated to the new profile.html file.

v0.022

  • Added: "Active" badge (green) for top plan, "Archived" badge (grey) for older plans.
  • Added: Drafts feature ("Save as Draft" or "Publish Plan").
  • Updated: When creating a new plan, it automatically copies the Needs, Goals, and Actions from the currently Active plan.

v0.021

  • Added: Support Plan tab.
  • Added: "View in New Tab" Feature for printable plan pages.

v0.020

  • Added: Duplicate profile flag (Red Badge) and a Duplicate Profile tab.
  • Added: Delete service user button.
  • Added: Cards for "Profile Photo" and "Proof of ID".
  • Added: "General Notes" card with separate saveGeneralNotes() function.
  • Changed: Renamed "service provider" to **"Current Service"**.
  • Fixed: Potential Duplicate Profiles not displaying due to conflicting element IDs, resolved by using unique IDs (duplicateListOverview and duplicateListTab).

v0.010

  • Added: User permissions and an admin control panel called **Team Management**.
  • Added: "save changes" button that updates the record in the database.
  • Updated: Add User Modal updated to capture specific fields (First Name, Last Name, DOB, NI Number, Service Provider, start date).

v0.003 - 21/11/2025

  • Added: Service user profiles - demo.

v0.001 & v0.002

  • v0.001: Base concept, service users are local, running a test environment.
  • v0.002: Rebuild, barebones with shared database.