DaybydayCRM

What's Changed

• Bump phpseclib/phpseclib from 2.0.28 to 2.0.31 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/240
• Bump y18n from 4.0.0 to 4.0.1 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/238
• Bump axios from 0.18.1 to 0.21.1 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/220
• Bump ssri from 6.0.1 to 6.0.2 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/246
• Bump vis-timeline from 7.3.4 to 7.4.4 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/244
• Bump laravel/framework from 7.25.0 to 7.30.4 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/229
• Bump facade/ignition from 2.3.6 to 2.4.2 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/242
• Bump elliptic from 6.5.3 to 6.5.4 by @dependabot in https://github.com/Bottelet/DaybydayCRM/pull/233

Full Changelog: https://github.com/Bottelet/DaybydayCRM/compare/2.2.0...2.2.1

Added a new offer -> sales flow.
Create modal for vue
Fixed test namespaces.

Added spanish localization
Added spain as a country option with currency
Upgraded to Laravel 7
Roles can now only be updated and accsed by admin and owners
Removed last of the repository pattern

Upgrade Guide:
Very simple
Pull down the latest changes into your own project.
Do and composer update.

That should be it.

For detailed information go to:
https://medium.com/@casperbottelet/daybydaycrm-becomes-open-source-d40a4041ce6c

1. Introduced a horizontal calendar for users to see appointments they have and other users have, with the ability to link to a lead, task, or project.
2. Absence tracking, the ability for users with the “HR permission” to see users’ absence and add absence for given user, all users can add absence on their profile, absences are reflected in the calendar, so it’s easy to get an overview
3. A lead will start by being unqualified and can now be converted to a qualified lead, to an order/invoice, or be directly closed in the new sidebar view, for unqualified leads which have been re-written to VueJs.
4. Information and activity sidebar has been added for Tasks, Projects and leads, to easily get an overview of the necessary information, and the flow of a given source.
5. Added the option to attach files to tasks, clients, and projects, which can be everything from contracts on the customers to wireframes on a given project.
6. Overall a lot of design changes, new colors, and better flow through different screens.
7. Added a topbar, to easily access user’s settings, the possibility to register absence, see the notification, actions, etc.
8. Made Status Polymorphic, so down the road, it’s possible to add your status from the UI for the different sources such as tasks.8.
9. Made more settings, able to set Company name, country, vat percentage, and open business hours.
10. Set a starting Invoice number, and the customer number the default is 10000 and will increment for each created invoice, and customer.
11. It’s now possible to set Currency and vat percentage.
12. Made invoices more a bit more complex with calculating taxes, adding the currency for the given country.
13. The first time logging in the user will be prompted to give some basic information from step 9.
14. Global search, users can activate or deactivate Elasticsearch in config/services if Elasticsearch is disabled(default) it will user query search.
15. Projects have been introduced as a project is a wrapper for many tasks, and give you the options to move tasks around in their different status on a scrum like board.
16. Generally, a lot of refactoring of the code, some for better some for worse, add some more tests.

This update standardizes the way anyData and myData methods are written for Clients, Contacts, Leads and Tasks. It is not necessary for existing users to upgrade to this version.

This update also adds the application version to the page title once the user has logged in successfully.

If you're tracking the master branch using git, issue the following command to update from 1.2 or newer:

git checkout 1.3.7

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgrading through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

This update adds a DummyDatabaseSeeder class which makes it easier for admins installing Flarepoint to quickly seed the database with dummy data. It is not necessary for existing users to upgrade to this version.

If you're tracking the master branch using git, issue the following command to update from 1.2 or newer:

git checkout 1.3.6

The wiki page for Insertion of Dummy Data has also been updated to reflect this change.

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgrading through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

fixed #120

This update simplifies and fixes issues with deleting a user. Please take a look at the tooltip in the Delete User modal for how clients are handled when you choose to delete all clients assigned to the user.

If you're tracking the master branch using git, issue the following command to update from 1.2 or newer:

git checkout 1.3.5

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgrading through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

This hotfix fixes an issue were user selects in the Delete User modal weren't populated. If you're tracking releases with git, the following command will upgrade you to 1.3.4:

git checkout 1.3.4

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgrading through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

For those who would like to run Flarepoint in a Docker container, the Docker configuration was updated to support PHP 7.2 and simplify the configuration overall. If you're tracking the master branch using git, run this command to update

git checkout 1.3.3

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgraded through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

Thanks, @slayerbleast for the contribution!

This release fixes issue #118. You can update to this release with the following command, if you're tracking releases with git:

git checkout 1.3.2

No database changes if you're upgrading from 1.2 or newer. If you're upgrading from a version earlier than 1.2, you're strongly encouraged to backup your database and read the release notes for the the newer versions you'll be upgraded through/to. We strongly recommend stepping through each release to make sure you're completing all the upgrade requirements.

This version introduces "my" views for clients, contacts, tasks and leads. These views show only the records assigned to you.

This update doesn't make any changes to the database. So it's safe to upgrade from Flarepoint 1.2. If you are upgrading from 1.1.6 or older, you are strongly encouraged to make a backup of your Flarepoint database before attempting to upgrade to Flarepoint 1.3. You should also read the notes from the 1.2 release, since that made changes to the Client model and added a new Contact model for separate contact management.

The upgrade instructions below assume that you cloned this repository using git rather than downloading a release ZIP file. Future versions of Flarepoint may include instructions for installing and upgrading using the ZIP. But at this time, you're on your own.

To upgrade from 1.2 to 1.3, perform the following steps:

• Run: git checkout 1.3

This version introduces separate contact management from the client record. This allows a user to create multiple contacts for a client. If there is only one contact for a client, you may still put primary contact information in the client record.

Any existing client records you've created in Flarepoint 1.1.6 will be split into a client record and a single contact record when you migrate. For safety, the contact information in the client record is not deleted. It is only copied to a new contact record.

Also note that end-users should switch to the master branch, since develop will no longer be considered stable enough for production use.

You are strongly encouraged to make a backup of your Flarepoint database before attempting to upgrade to Flarepoint 1.2.

The upgrade instructions below assume that you cloned this repository using git rather than downloading a release ZIP file. Future versions of Flarepoint may include instructions for installing and upgrading using the ZIP. But at this time, you're on your own.

To upgrade from 1.1.6 to 1.2, perform the following steps:

• Run: git checkout master
• Run: git pull
• Run: composer install
• Run: php artisan migrate
• In production, make sure APP_DEBUG is set to false in your .env file. Otherwise, Debugbar will show up.
• Login to Flarepoint as the admin user.
• Go to Settings -> Overall Settings.
• Enable the "Create contact", "Update contact" and "Delete contact" permissions for each role that should have those permissions.

Now using Vue for flash messages, and fixed a few minor bugs, that made some modals submit not working.

Vuejs has been upgraded from v1 to v2, the user show blade has been updated to use tabs, and includes graphs aswell now, element-UI has been added, and there is a better use of elixir to include bootstrap Vue Vue-resources etc.

Notifications are fixed now... Everything is built into events and listeners, which means more logging, and more notifications.

Added repositories, clean up, invoice feature etc

This is the first release of Flarepoint