# Changelog All notable changes to this project will be documented in this file. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html). ## [Unreleased] - Documents - Calendar - CSV Import / Export - SMS - Payments ## 1.2.2 - 2024-08-25 ### Fixed - Kanban board search - Search when not using encrypted fields - Bug when custom field has been deleted ## 1.2.1 - 24-08-24 ### Fixed - Force seed pipeline settings ## 1.2.0 - 2024-08-24 ### Added - Kanban boards - Custom Fields - Disabled double click on form submits - Lead prefix - Deal prefix ### Changed - Improved logo sizing on pdfs - Vertical navigation for settings - Imporved updating process ### Fixed - Unreject quotes functionality - But when added organization - Version check ## 1.1.0 - 2024-06-17 ### Added - Support for Laravel 11 - Product barcode - Create multiple purchase orders from an order - Show purchase orders tab on orders - Custom fields to various models - Download, show and send Xero invoices - Search invoices, deliveries & purchase orders - Email purchase orders - Delivery types ### Changed - Product code renamed as SKU - Updates to custom fields - Updated purchase order PDF - Added setting for checking for global field scope - Updated totals, tax totals checks ### Fixed - Edit/delete purchase orders ### Removed ## 1.0.0 - 2024-03-09 ### Added - Comments on invoice lines - Purchase orders - Purchase order Xero integration - Some statistics totals widgets on dashboard - Set default tax rate when creating products - Setting to disable adding products dynamically when creating quotes, orders, invoices - Added VAT / Sales Tax number - Added some extra fields to organisations - Email validate helper - Tax type on tax rates ### Changed - Updated form request validation on settings - Moved global view settings to view composer - Updated some setting variable names to avoid conflicts - Don't apply the teams scope when using Laravel Nova - Order search results on leads, orders & quotes by latest ### Fixed - Issue when query string too long when many filters added - Allow null tax name and rate on settings - But in multi-tenant mode when adding orders - Bug when adding invoice line items ### Removed - Duplicated notes tab removed - Auth checker package removed ## 0.19.10 - 2023-09-25 ### Added - Phone, emails & address to settings and users - VAT/ABN to settings - Added setting to disable update notifications - Address multiple lines helper ### Changed - No longer adds zero quantity items to deliveries ### Fixed - Adding new organisation or person bug when creating invoice - Produce code required to post products to Xero api ## 0.19.9 - 2023-09-04 ### Fixed - Database update for tax amounts ## 0.19.8 - 2023-09-04 ### Added - Tax rates and tax amount added to quote products, order products & invoice lines - Indicate on products whether exist in Xero items ### Fixed - Bug with create new products setting when creating quotes, orders, invoices - Tax rate show view ### Removed - Save/Cancel buttons on product category show view ## 0.19.7 - 2023-09-01 ### Changed - Switched cs from laravel to prs12 ### Fixed - Related contacts bug when deleting peron or organisation - Bug when allowing null value on custom field - Fixed bug by disabling create new labels when adding leads, contacts, etc ## 0.19.6 - 2023-08-29 ### Fixed - Error when sending quotes and missing organization name setting - Error when deleting custom fields and attached models - Error when showing deliveries when order has been deleted - Ensure address isset on pdf before displaying - Error on PDF when person not set ## 0.19.5 - 2023-08-29 ### Fixed - Consider soft deleted models when incrementing numbers ## 0.19.4 - 2023-08-28 ### Added - Delivery number ### Fixed - Copying billing & shipping address from quote to order - Copying shipping address from order to delivery ## 0.19.3 - 2023-08-28 ### Added - Show quote orders - Show order invoices - Show order deliveries ### Changed - Update command for order related deliveries ## 0.19.2 - 2023-08-28 ### Fixed - Version 0.19.1 database update check ## 0.19.1 - 2023-08-28 ### Changed - Now using Laravel Pint and Laravel preset for code style - Create multiple invoices from an order ### Fixed - Typo on quote show view ### Removed - Travis config - cs fixer config ## 0.19.0 - 2023-08-25 ### Added - Update command for updating database - Make some of the models optional with config setting - Show related contact activity setting - Client search - Using Pint and Laravel preset for code style - Tax rates setting - Invoice contact details setting - Check app is running on correct subdomain setting - Added setting default config - Show users with update permissions update alerts - Send task, call, meeting and lunch reminder emails ### Changed - Add related contacts to person and use contacts relation - Update some dependencies for Laravel 10 support - PDF download filenames updated - Default invoice, order & quote number set to 1000 - Allowing products to be added during order, quote, invoice create ### Fixed - Disabled settings no longer throws error - Bug when no activity - Support for removed Jetstream personal team - Invoice title fixed - Missing product on invoice - Invoice due badge - Timezone global view share - Tax amount on invoice lines - Validation on phone number & email type ### Removed ## 0.18.1 - 2023-06-04 ### Added - Laravel 10 support ## 0.18.0 - 2023-06-02 ### Added - Show product code on quote, order & invoice lines - Default sales account for xero integration - Purchase & sales account codes on products - Quote prefix setting - Order prefix setting - Indicate related invoice order - Indicate related quote on order - Split quote into multiple orders - Split order into multiple deliveries - Added checks on totals and indicted when errors ### Changed - Activate select2 when adding quote, order & invoice items - Improved PDF formatting ### Fixed - Copy reference to invoice created from order - Bug with deleting notes & related activity - Bug with issue & due dates on xero invoices - Fixed error when creating order without a quote - Don't show unordered list when zero notes, removes extra padding above tabs ## 0.17.1 - 2023-04-23 ### Added - Date & time format setting - Option to show specific addresses on orders ### Fixed - Missing invoice number, issue and due date on PDF - Missing delivery date on delivery PDF - Bug with non numeric values in price & quantity on quote, order, invoice items - Bug when missing address and creating or editing orders - Bug when settings have no value ## 0.17.0 - 2023-04-12 ### Added - Number formatting on quotes, orders & invoice items - Add products to xero when adding to crm - Add reference to xero invoice - Row delete on quote, order & invoice items - Added received by on deliveries - Added delivery contact to delivery pdf - Added pdf attachment to send quotes email - Added pdf attachment to send invoices email - Indicate if a contact is in xero - Indicate required fields - Customer on orders - Added expected and actual delivery dates - Added customer to leads, deals, quotes & orders - Create leads, deals, quotes & orders from customers, organisations & people ### Changed - Load select2 options from data array - Quote, Orders & Invoice PDF formatting - Improved title generation on leads & orders - Client now called customer - Invoice number not required when using xero integration ### Fixed - Fixed quote to order error - Fixed error on pdf when contact person not set - Fixed organisation name on invoice pdf - Fixed support for db seeder when using teams - Fixed bug showing delivery when order is deleted - Fixed bug on lead form fields ## 0.16.0 - 2023-03-12 ### Added - Menu icons - User model relations trait - Client model - Invoice generation in xero integration - Billing & shipping addresses on orders - Shipping address on Deliveries ### Changed - No text wrapping on responsive tables - Quote items now using Select2 - Order items now using Select2 - Invoice lines now using Select2 - Improved layout for quote items, order items & invoice lines ### Fixed - Typo in delivery products migration - Bug when retrieving related contacts by type - Bug with decimal missing from product pricing in xero integration - Layout issues fixed on smaller screens ## 0.15.0 - 2023-02-24 ### Added - Usage request logging - Custom fields and field groups - Disable UI setting - Deliveries - Quote, Order, Invoice & Delivery PDF downloads - Default Quote & Invoice Terms setting ### Changed - Use mail template for outgoing emails ### Fixed - Validate signed urls for quotes and invoices - Only run xero schedule commands with integration enabled - Fixed multi-tenant xero connection - Increase url fields size on usage requests table ## 0.14.1 - 2023-01-20 ### Added - Laravel Breeze profile section support ### Changed - Completed the CLI installer ## 0.14.0 - 2023-01-17 ### Added - Invoicing ## 0.13.0 - 2023-01-06 ### Added - Orders - Calls, meetings and lunches - Logo and favicon ### Changed - Merged notes and tasks into activities ### Fixed - Button background colors - Zero tasks, notes and orders ## 0.12.2 - 2022-12-10 ### Added - Lead source observer - Invoices permissions - Retain filters when searching - Return to search results ### Changed - Only run xero scheduled tasks when relevant setting is true - Moved model filters to a modal for better UX - Set multi-select max height ### Fixed - Xero middleware check if auth user before setting tenant id - Sorting working with encrypted table fields - Default owner user filter - Support for browser back button with search ## 0.12.1 - 2022-12-03 ### Added - Aggregated notes - Support for xero integration multi-tenancy ### Changed - Quote items in a table - Disable autofill on noted_at field ### Fixed - Xero integration when using teams - Deleting of activity when notes, tasks or files deleted ## 0.12.0 - 2022-11-19 ### Added - Quote builder - Send quotes - Accept/Reject quotes - Tasks - Files upload - Xero integration - Noted at field on notes - Pin notes - Toast notifications - Timezone setting - Logo setting ### Fixed - Support for country domains when using subdomain - Issue with spatie permissions when conflicting tables exist - Various minor bugs and typos ## 0.11.0 - 2022-09-03 ### Added - Laravel 9 support - Default settings in config - Better subdomain support so not to conflict with other routes - Noted at datetime on notes ### Changed - Replaced countries package for Laravel 9 support ### Fixed - Laravel 6 support - PHP 7 support - Team settings - Bug when not using teams support causing issue with permissions and seeder ## 0.10.1 - 2022-03-22 ### Fixed - Issue with middleware affecting access to non-crm API ## 0.10.0 - 2022-03-11 ### Added - Link to owner profile on contacts - Clear filters button - Sort functionality on filters where available - Auto build lead title ### Fixed - Remove organisation from a person - Problem when query has joins and using teams - https://github.com/venturedrake/laravel-crm/issues/33 - https://github.com/venturedrake/laravel-crm/issues/34 ## 0.9.9 - 2021-12-15 ### Added - Show related notes from related contacts ### Fixed - Notes when using teams ## 0.9.8 - 2021-12-08 ### Fixed - Issue with loading team roles, settings when not using teams mode ## 0.9.7 - 2021-11-27 ### Fixed - Issue with adding owner role when creating new team ## 0.9.6 - 2021-11-24 ### Added - Related organisations and people - AU & GP language variables ## 0.9.5 - 2021-11-16 ### Fixed - Missing command from service provider ## 0.9.4 - 2021-11-15 ### Added - Ability to add notes to leads, deals & contacts - Auth logging - Organisation types - Search option on multiselect search filters ### Fixed - Incorrectly names morph fields on notes table - Typo in lang file - Formatting of delete button on phone, email and addresses ## 0.9.3 - 2021-11-05 ### Changed - Filters now use post request and stored in session ## 0.9.2 - 2021-11-03 ### Fixed - Address types migration command ## 0.9.1 - 2021-11-03 ### Fixed - Missing command in service provider ## 0.9.0 - 2021-11-02 ### Added - Model audit logging - Config for spatie permissions ### Fixed - Address types teams support ## 0.8.1 - 2021-10-28 ### Fixed - Editing roles in teams mode ## 0.8.0 - 2021-10-27 ### Added - Spatie permissions team support - allTeams scope ### Fixed - Search filter scope - Problem with team permissions cache ## 0.7.2 - 2021-10-20 ### Added - Added owner and label browsing filters ### Changed - Use owner rather than assigned to field ### Fixed - Issue with address and contact types migrations - Search leads and deals - Settings menu active main menu issue ### Removed ## 0.7.1 - 2021-10-08 ### Added - Name field on address ### Fixed - Issue with copying labels to teams ### Removed - Don't set a team if not using teams ## 0.7.0 - 2021-09-24 ### Added - Labels admin - Labels description - Multiple contact addresses - Mutliple contact phone numbers - Mutliple contact emails - Fax number type - Select2 for labels ## 0.6.8 - 2021-09-12 ### Fixed - Roles & Permissions team owner role missing ## 0.6.7 - 2021-09-12 ### Added - Roles & Permissions team support ## 0.6.6 - 2021-09-03 ### Changed - Default field level encryption security setting to false ### Fixed - Issue with table field size when using field level encryption ## 0.6.5 - 2021-08-29 ### Fixed - Issue with user policy when user in models directory ## 0.6.4 - 2021-08-13 ### Changed - Dual listbox for managing crm team users ### Fixed - Show crm team users only ## 0.6.3 - 2021-07-29 ### Fixed - Issue with publishing migrations ## 0.6.2 - 2021-07-28 ### Added - blade directives to show/hide CRUD buttons ### Fixed - Missing lang keys - Bug where converted leads were still showing - Hide on team users from latest online users dashboard widget ## 0.6.1 - 2021-07-15 ### Fixed - Users in teams ## 0.6.0 - 2021-07-14 ### Added - Support for Jetstream/Spark teams ### Fixed - Model observers - https://github.com/venturedrake/laravel-crm/issues/29 - Assign role instead of sync - https://github.com/venturedrake/laravel-crm/pull/28 ## 0.5.1 - 2021-05-31 ### Fixed - Missing key in lang file ## 0.5.0 - 2021-05-31 ### Added - Language support ### Fixed - Bug when converting lead to deal ## 0.4.0 - 2021-05-21 ### Added - Products & product categories - Product & product category permissions ### Fixed - Issue with editing a role name - Issue with dashboard chart ## 0.3.1 - 2021-05-12 ### Added - Version check on updates route ## 0.3.0 - 2021-05-11 ### Added - Dashboard - team_id to models ### Removed - User model class ## 0.2.7 - 2021-04-04 ### Fixed - Conflict with Laravel 8 Jetstream teams route ## 0.2.6 - 2021-04-26 ### Fixed - Conflict with Laravel 8 default routes ## 0.2.5 - 2021-04-25 ### Added - Support for Laravel 8 App\Models\User - Config file comments and updated readme ### Fixed - Conflict with default Laravel auth routes ## 0.2.4 - 2021-04-23 ### Fixed - Issue with timestamp on published migrations ## 0.2.3 - 2021-04-23 ### Fixed - Issue with migrations being before spatie permissions ## 0.2.2 - 2021-04-23 ### Fixed - Typo in readme - Issue with order of published migrations ## 0.2.1 - 2021-04-22 ### Changed - Moved lead, deal, person, organisation, users & team views to partials & components ### Fixed - Bug with LeadPolicy - Bug with checking user on team ## 0.2.0 - 2021-04-15 ### Added - Roles / Permissions - Traits HasCrmAccess & HasCrmTeams for App\User model ### Changed - Contacts created when adding leads - Use the App\User model by default ### Fixed - New contact badge - Role not required when editing user - Check if settings table exists and create if not - Version check bug - btn hover style on table rows - form group for crm access toggle ### Removed - VentureDrake\LaravelCrm\Models\User model ## 0.1.6 - 2021-04-07 ### Changed - Updated crm middleware group ## 0.1.5 - 2021-04-01 ### Fixed - Bug with seeder not working after assets published ## 0.1.4 - 2021-04-01 ### Changed - Support for Laravel 7/8 - Livewire support for Laravel 7/8 ## 0.1.3 - 2021-04-01 ### Removed - Livewire dependency ## 0.1.2 - 2021-03-19 ### Added - Version checking ## 0.1.1 - 2021-03-19 ### Removed - Disabled seeding sample data ## 0.1.0 - 2021-03-18 ### Added - Leads - Deals - People - Organisations - Users - Teams