== Changelog (Older Versions) == Older changelog entries (v1.6.6 and earlier) are archived here to keep readme.txt within WordPress.org limits. = v1.6.6 -> September 25, 2020 = -------------------------- - [fix] Fixed category creating issue, set default value as 0 if no parent category assigned - [fix] Fixed notice display conflict - [fix] Fixed imported csv count issue = v1.6.5 -> September 24, 2020 = -------------------------- - [new] Added csv data validation when importing contact, company & employee - [new] Added csv data validation when importing holidays - [update] Updated parseCsv library to support php 7.4 - [update] Updated Trix Editor version - [fix] Fixed Menus responsive issue with iPad 11 inch view - [fix] Fixed email heading html tag support issue - [new] added support for "dd.mm.yyyy" as new ERP "Date Format" - [new] added new filter hook “erp_pre_contact_form_people_data” - [new] added new action hook “erp_crm_email_opened” - [new] added various tooltips for easy access of various features - [fix] Fixed responsive issue of leave application form - [fix] Fixed Leave requests table 'Employee Search' filter - [fix] fixed timezone problem of leave request modal - [new] added employee type filter on leave policy, now user can create leave policy based on employee types - [update] added proper redirect based on various actions on hrm leave related sections - [fix] Fixed issue with Company and contact filtering where data not loading correctly - [fix] Fixed Problem creating CRM schedule/notes(All text field) from Mobile - [fix] fixed Import contacts from WP users is broken - [new] Increased accounting DB fields limit to decimal(20,2) - [update] add transaction charge for payment - [update] add new sub head 'bank transaction charge' to ledger - [update] update opening balance/ acct financial year date picker problem - [update] update trial balance, Balance Sheet: total Cash At Bank, cash At Bank Breakdowns, total Loan At Bank = v1.6.4 -> August 25, 2020 = -------------------------- - [tweak] changed ERP PRO class references - [new] revoke access of hrm, crm and accounting modules if employee status is not active - [new] added various erp user count on Status report page - [fix] Optimized code for better security = v1.6.3 -> August 13, 2020 = -------------------------- - [enhancement] Support both old PHPMailer v5 (WordPress <=5.4) and PHPMailer v6 (WordPress >=5.5) - [new] Added Bank Transaction Charge on Accounting Module - [fix] Fixed life stage display issue when translating = v1.6.2 -> July 23, 2020 = -------------------------- - [new] added bulk action for leave requests - [fix] Fixed pdf attachment issue at transactional emails - [enhancement] Added missing string translation for Accounting module - [new] Added accounting emailer class - [new] Added tab view at email setting page - [new] Filter extension email base on criteria - [new] Registered switch check for email type & configure email for invoice - [new] Added accounting payment email template - [new] Added new purchase email template at accounting - [new] Fixes Cannot find taxes in Chart of Accounts #1066 - [new] Fixed Chart of account ledgers update issue - [new] Added email template for accounting product estimate - [new] Configured accounting new purchase order create email template - [new] Configured pay purchase email template for accounting - [new] Disallowing expense, bill & pay bill emails = v1.6.1 -> June 30, 2020 = -------------------------- - [fix] Fixed auto select issue of state while adding new company - [fix] Fixed vendor search issue while adding new product - [new] Added custom date range search for leave report - [fix] Fixed email Template is adding back slash (\) when using with single and double quote = v1.6.0 -> June 01, 2020 = -------------------------- - [enhancement] Rewritten HR leave feature from the ground up for better performance and better management. - [new] Introduced new tables related to leaves for better management - [new] Added Year support for leaves under Settings —> HR —> Leave Years - [new] Moved policy name under Leave Management —> Policies —> View Leave Types for better policy management. Now you can define all leave types eg: Annual Leave, Casual Leave, Sick Leave, etc in one place and reuse them when you create new policies - [new] Add new policy page moved to a standalone page - [new] Leave Year and Leave Type fields are mandatory to create new policies now - [new] Now policies can be customized for each leave year by leaving previous policy settings untouched - [new] Now policies can be duplicated depending on department, designation, location, gender, marital status filter - [new] Added copy feature for policies where you can copy an existing policy and reuse it for next year - [enhancement] Updated Leave Entitlements table for a more compact view. - [enhancement] Updated Leave Entitlements: Add New page with related policy filters, now to entitle employees to a policy, you’ve to select related filters to get desired leave policy - [enhancement] Now only full-time employees will be considered for leave entitlements - [new] Added related filters for leave entitlement list page - [enhancement] Moved policy and entitlement delete feature to debug mode. If you want to delete leave policies or leave entitlements, enable debug mode from Settings —> General —> Enable Debug Mode - [new] Added new Year field for New Leave Request form on admin and Take a Leave modal on employee end, if there are multiple leave years defined, users can choose which leave year they are going to apply leave for - [enhancement] Updated Leave History section under Employee —> Leave tab, so that user can view all request made from their end, view request status, filter through a leave year, approve status and policies, etc - [new] User can now apply for leaves for multiple leave year - [new] Added Approve message feature while approving a leave request - [new] Added new Approved By column on leave request table - [enhancement] Updated existing leave request table view for better information display, now you can get an overview of leave request on a more compact way - [tweak] Removed leave request bulk action from Leave Requests table - [tweak] Updated API related to leave features - [tweak] Updated some string on various pages - [enhancement] On CRM Contact Activity Feeds Filter added a new filter to display all activities, thanks to Andrija Naglic - [fix] updated schedule event hooks to avoid duplicate events - [fix] updated validation for extra leave requests = v1.5.16 -> April 17, 2020 = -------------------------- - [fix] [Accounting] Fixed Trial Balance bank balance-loan calculation - [fix] [Accounting] Fixed balance of ledger report debit-credit label: Wrong Dr/Cr label is showing at the rightmost balance column in the list row of accounting ledger details report page. - [fix] [Accounting] moved Chart of Accounts "Sales Returns and Allowance:1403" from Income to Expense section - [fix] fixed tooltip display issue on ERP -> Tools -> Status page - [fix] fixed a notice on “Latest ERP Blogs” section under ERP -> Dashboard page = v1.5.15 -> March 31, 2020 = - [fix] Plugin update capability of the user - [fix] Fixed pay bill duplicate entry issue on the ledger_details - [fix] Fixed the Check single view- which was not showing properly - [fix] Fixed dashboard CSS conflict with wpdatatable - [fix] Fixed accounting load issue with different permalink structure - [fix] Fixed Contact Group-based permission issue for the CRM agent - [fix] Contact Owner was not being updated from the CRM contact profile, Which has been fixed = v1.5.14 -> March 03, 2020 = - [fix] Show owners equity ledger account balance in chart of accounts - [fix] Bank balance transfer issue with opening balance cash - [fix] Subscription widget is not working issue - [fix] Email attachment is not working - [fix] Opening balance doesn't support fraction amounts - [fix] States/provinces are missing for most of the country - [tweak] Conditionally required vendor field on product creation - [tweak] Add expiration field at employee education section = v1.5.13 -> February 11, 2020 = - [new] Add document attachment field at leave application form - [new] Add csv import feature for uploading bulk holidays - [fix] Problem with announcement publication for selected employees & department - [fix] Default email format or HTML tags are not working with ERP Email notifications - [fix] Add disabled props in multi-select for people selection - [fix] Fix tax component validation - [fix] Fix missing company custom field csv export issue - [fix] Fix most of the CRM list table translation related issues - [fix] Fix CRM subscription issue = v1.5.12 -> January 23, 2020 = [fix] - Some import related issues for wrong sanitize functions [fix] - HR: Cannot set AC Manager permission for an employee [fix] - CR: Email templates could not be enabled [fix] - CR: View meeting details from widget [fix] - CR: New contact & assigned task email configuration issue [fix] - AC: Broken journal link from admin bar menu [fix] - AC: Prevent creating a tax rate without component values [fix] - AC: Banks cannot be deleted from opening balance [tweak] - AC: Update address field formation in transactions [tweak] - AC: Support for alphanumeric post code in people creation = v1.5.11 -> January 09, 2020 = [fix] - Unicode characters saving issue during CSV import [fix] - CR: Removed extra slash when saving company name [fix] - CR: Contact owner field value is not saving where contact or company is a wp user [fix] - AC: Save journal entries "Error: Debit and Credit must be Equal" [fix] - AC: When viewing an expense transaction the bank and check fields appear although paying with Cash [tweak] - Optimize code for better security [tweak] - CR: Make first_name and email as required fields to avoid duplicate entry during CSV import [tweak] - AC: Display only products of selected vendor in purchase transaction = v1.5.10 -> December 19, 2019 = [fix] CR: Fixed file attachment issue. [tweak] Add privacy policy in readme.txt = v1.5.9 -> December 11, 2019 = [fix] Updated: CRM js loading sequence. Which was causing CRM single page view not working properly. [fix] Fixed: Redirect to CRM overview page after login as CRM Agent = v1.5.8 -> December 10, 2019 = [fix] HR: Fixed country, state schema type for customer & vendor. [fix] CRM: Made the strings translatable that are not translatable. [tweak] CRM: Moved customer statistics from admin dashboard to crm dashboard. [fix] AC: Fixed the Customer transactions wrong balance issue. [fix] AC: Amount was not showing on PDF invoice, which has been fixed. [fix] AC: Decimals valus were not appearing in the Pay Purchase. It has fixed now. [fix] AC: Particulars were not showing in journal entries. Fixed now. [fix] AC: Unit price was showing Zero in purchase single view. It has been fixed. [fix] AC: Fixed the Void transaction related issues. [fix] AC: Fixed the wrong balance issue in the People details. [fix] AC: Show only the products of selected vendor in purchase. [tweak] AC: Disabled Product type while editing product to preserve reports. [tweak] AC: Updated modal style. = v1.5.7 -> November 15, 2019 = [fix] Fixed the SQL syntax error for DB collate which was causing installation error in some cases. [fix] AC: Fixed financial year creating an issue. [fix] AC: Changing currency position was not reflecting Accounting, this has been fixed now. [fix] AC: Changing currency was not working and it was always fixed for USD, this has been fixed now. [fix] AC: Added decimal amount support to pay the purchases. [fix] AC: After the Purchase edit, the trial balance mismatch issue has been fixed. [tweak] Added form changes saving alert in Settings. = v1.5.6 -> November 01, 2019 = [new] HR: Hiring date anniversary reminder and wishing email to employees. [new] HR: Add dashboard widget for the HR manager (trainee & contractual). [new] HR: Add inactive status and change status style. [new] HR: Weekly digest email. [new] HR: Contract & trainee is about to end can only be seen by HR manager. [new] CR: Add enable/disable section at CRM settings for sending birthday greeting. [new] AC: Add photo for customer/vendor. [fix] HR: Apostrophe is generating an extra backslash on the holiday. Closes #900 [fix] HR: Send SMS if all employees are selected. Closes #906 [fix] AC: Bank transfer is not working after opening balance creation. [fix] AC: Check single page duplicate entry [fix] AC: Invoice PDF Export issue. Closes #882 [fix] AC: Transfer decimal contained amount on bank transfer. [fix] AC: Errors in transaction single page if no particulars available. Closes #894 [fix] AC: Journal reference is not available on the single journal entry view. Closes #893 [fix] AC: Chart of accounts editing error. Closes #887 [fix] AC: Vendor Update details does not show custom field. Closes #885 = v1.5.5 -> October 04, 2019 = [new] Accounting: Estimate to Invoice create shortcut. [new] Accounting: Purchase Order to Purchase create shortcut. [fix] Accounting: Wrong Invoice & Purchase unit price on edit. [fix] Accounting: Customers & Vendors pagination with search. Closes #858, #876 [fix] Accounting: Create invoice & purchase can not retrieve more than 20 products/services. Closes #859 [fix] Accounting: Dashboard income-expense chart remains at $ currency. Closes #866 [fix] Accounting: Purchase unit price needs to be able to accept decimal values. Closes #868 [fix] General: Auto import option of Customers from CRM. Closes #874 [fix] Accounting: ERP accounting mega menu links. Closes #871 [fix] Accounting: Calculation for sales invoice with multi line entries. Closes #875 [fix] Accounting: Tax payment form does not show up. Closes #877 [fix] Accounting: Ledger migration. Closes #878 [tweak] Remove button to send a birthday email to employees from HR dashboard. [tweak] Update DB collate in class install to proper support for Arabic font. [tweak] Accounting: Proper formatting of transaction particulars. Closes #854 = v1.5.4 -> September 24, 2019 = [fix] Accounting: Fix various pdf related issue. [fix] Accounting: Company is not showing in vendor list. [fix] Accounting: Transaction particular is not showing in single view and pdf. [fix] Accounting: Fix permission related issue on product and product category API. [fix] HRM: Employee designations and departments are not showing properly. [fix] HRM: API restriction for leave request if applied for extra leave. = v1.5.3 -> September 17, 2019 = [fix] CRM: Search segment issue. [fix] Accounting: Topbar menu permission issue. [fix] Accounting: Customer & Vendor display issue. [fix] Accounitng: Menu highlighting issue. [fix] Accounting: Add option to directly export pdf invoice. [fix] Accounting: Fix translation issue. [tweak] Accounting: Void accounting transactions. = v1.5.2 -> September 12, 2019 = [fix] Updater file not found issue. = v1.5.1 -> September 10, 2019 = [fix] Showing people transaction in single user view. [fix] Fix various small accounting related issue. = v1.5.0 -> September 09, 2019 = [new] Rewrite accounting module from the ground-up. [new] Add Philippines provinces. Closes #836 [tweak] Add a filter for `custom attr` length. Closes #837 [fix] Fix printing issue in menu. Closes #839 [fix] Company location delete not working. Closes #843 [fix] Fix a broken link under status page. Closes #844 = v1.4.6 -> July 24, 2019 = [new] Added 'switch to' button at the employee list if 'User Switching' plugin activated. [tweak] Changed contact & company deleting message when checking if it has a relationship. [fix] Terminated employees are also shown at leave entitlement list. [fix] Prevent cron job to duplicate existing job entitlement at the same financial year or policy update. [fix] Company or contact does not get trashed. [fix] CRM mail template issues. = v1.4.5 -> June 12, 2019 = [tweak] Leave reason field is made required. Closes #824 [fix] Saving Leave entitlement was redirecting to the leave requests rather than the Entitlements. It has been fixed now. Closes #820 [fix] Employee ERP Permission was not saving from the Employee profile, which has been fixed. Closes #827 [fix] CRM email template tag parsing issue. Closes #829 = v1.4.4 -> May 02, 2019 = [new] Added a new feature to send a notification email when a new contact is assigned to an agent. [new] Added a new feature to send birthday greetings to contacts with the customizable email template. [fix] Previously, CRM agents were able to see all the CRM activities including the activity of the contacts that he/she doesn't belong to. This has been limited now and CRM agents can see the activity that he/she own only. Closes #814 [fix] Vendor details were taking to the Accounting overview page instead of taking to the Vendor profile. This has been fixed. Closes #815 = v1.4.3 -> April 04, 2019 = [fix] CRM Agents should not delete contact groups. Closes #802 [fix] Printing invoice getting the header informations along with the top menus. Closes #792 [fix] Portugal states are missing. Closes #731 [fix] Problem with CRM inbound email. Closes #787 [fix] Modal select box style. Closes #794 [fix] Can't select state on vendor create. [fix] Missing contact owner when importing contact. = v1.4.2 -> February 14, 2019 = [fix] Exclude terminated employees from Who is Out widget. Closes #727 [fix] Fix upload company logo. Closes #732 [fix] States selection changing according to country selection in company edit page. Closes #733 [fix] Profile image can't be deleted once uploaded. Closes #748 [fix] Fix responsive issue with HR overview page and employee's my profile page [fix] Fix leave request email sending from API [fix] Fix various reports issue with terminated employees (e.g. salary history, leave reports, gender reports). [fix] Fix contact list view and edit for crm agent [fix] Fix ninja contact form integration [fix] Fix issue with leave entitlement creation [new] Add employee blood groups in employee creation [new] Add project manager plugin in setup wizard to improve project management with employees = v1.4.1 -> November 06, 2018 = [new] Revoke access to ERP for terminated employees [fix] Problem with rejecting leave requests #721 [fix] Fixed state not showing while editing contact #722 [fix] Employee create or update not saving employee name [tweak] Added script versioning to avoid unwanted cache of scripts = v1.4.0 -> October 30, 2018 = [new] Add ERP main menu in Dashboard sidebar and Admin bar [new] HR menu moved under new ERP menu [new] CRM menu moved under new ERP menu [new] Accounting menu moved under new ERP menu [new] Add gmail API for CRM email connectivity [fix] Transfer amount from main account. Fixed #708 [fix] Sales transaction list issue [tweak] Replace old urls according to new ERP menu [tweak] Change links in rest response according to wp style. Closes #715 = v1.3.14 -> September 03, 2018 = [new] New employee login details api added [new] Assign pending status to rejected/approved leave request, resolved #696 [fix] Fixed employee report generation issue showing warnings [fix] Fixed showing invalid end time in calendar if not set, resolved #687 [fix] Fixed CRM contact quick edit not showing unsubscribe message, resolved #674 [fix] Unable to import users to CRM contacts, fixed #695 [fix] CRM email template loading issue fixed [fix] HRM Headcount report doesn't exclude terminated employees, resolved #655 [tweak] No Information about Settings update is displayed upon saving the settings from "ERP Settings" Menu, resolved #697 = v1.3.13 -> Jul 30, 2018 = [new] Search functionality for email, tasks, schedules etc in CRM contact. Closes #670 [new] Employee image upload API added. [new] Add memo for invoice pdf. [fix] Fix employee import problem. [fix] Expense chart information update. [fix] Leave entitlement remove system add. [fix] Autofill customer address to the invoice billing address. [fix] Email Template is adding back slash (\) on edit with single and double quote. Closes #672 [fix] Unable to apply for leave longer than 1 day. Closes #668 [fix] Unable to edit an existing employee. Closes #678 [fix] Unable to terminate an employee. Closes #679 [fix] An Employee can send multiple leave requests on the same date. Closes #682 [tweak] Update pot file = v1.3.12 -> June 21, 2018 = [fix] Postal Code does not appear on a customer's user details tab. Closes #591 [fix] A Payment voucher's total amount is not formatted as currency. Closes #592 [tweak] A vendor text field on an add customer form is confusing. Closes #593 [fix] Department delete not working. Closes #661 [fix] Not all the employees are receiving announcement. Closes #663 [fix] Can't create leave request with api. Closes #664 [fix] Contact Owner is assigned as "Nobody" for newly imported contacts. Closes #665 [fix] Creating multiple employees with the same email address replace the previous employee and keep the last one. Closes #666 [fix] Invoice total price should not be zero. Closes #667 [fix] Fix state select on click when add new contact. = v1.3.11 -> May 29, 2018 = [fix] Employee list conflicts with reporting to. Closes #649 [fix] Unable to void payment entry in sales tab. Closes #658 [fix] Payment amount is more than due. Closes #659 [fix] Unable to import contacts from CSV. [tweak] NPM packages update. [tweak] Employee single link update. = v1.3.10 -> Apr 25, 2018 = [fix] Fix contact life stage sync. [fix] User ID is always 0 when check for restricted employee data. Closes #650 [fix] Enable/Disable email notification. Closes #289 [fix] Currency choice in setup wizard does not work. #651 [tweak] Compatibility fix. = v1.3.9 -> Apr 08 2018 = [new] Department head review employees. Closes #334 [new] CRM email attachments. Closes #642 [fix] Unable to select state. Closes #643 [fix] Prevent duplicate vendor creation. Closes #644 [fix] Employee profile edit permission. Closes #646 [fix] CRM tag is not saving without clicking on "Add". Closes #647 = v1.3.8 -> Mar 29 2018 = [new] Filter contact by company added in CRM. Closes #464 [fix] CRM growth report graph not showing properly. Closes #640 = v1.3.7 -> Mar 22 2018 = [fix] Missing important fields in HRM Closes #639 [fix] Unable to add new contact group in CRM #638 = v1.3.6 -> Mar 20, 2018 = [fix] Status report guide URL. Closes #630 [fix] CRM activity search is not working properly. Closes #628 [fix] The calendar function on ERP doesn't go back than 1968. Closes #633 [fix] Unable to assign Department lead. Closes #634 [fix] Unable to edit/update designation. Closes #636 [new] CRM reporting. Closes #560 [new] Company wise activity. Closes #626 [new] CRM contact tagging add. [new] Add CRM tag in save search. [tweak] PDF separated as extension. [tweak] Employee modal elements placement change. [tweak] Modify pop-up modal design. = v1.3.5 -> Feb 25, 2018 = [fix] CRM segment is saved with the same name multiple times and there is no way to delete. Closes #318 [fix] When a payment is mailed, it is automatically changed to invoice. Closes #482 [fix] Create New (Customer) on the Add Payment form will remove info from an existing CRM Contact. Closes #554 [fix] Invoice and payment section 'Bill to' name error. Closes #622 [fix] Holidays created without any range are generating wrong end date. Closes #623 [fix] Employee Get Events API not returning leaves. Closes #624 [fix] New employee compensation data missing. Closes #625 [new] Send birthday wish email to the employee. Closes #150 [new] Add invoice filtering based on customer name, status and date. Closes #310 [new] Add search fields on leave entitlements page. Closes #618 [tweak] Fix input field width on employee create form. = v1.3.4 -> Feb 8, 2018 = [tweak] Sales and expenses status text change. Closes #401 [tweak] Invoice formatting. Closes #397 [fix] Employee avatar get reset on employee edit when update other information. Closes #610 [fix] Invoice Amount (USD works fine. EURO doesn't work). Closes #512 [fix] Assign to company is searching for contacts instead of companies. Closes #609 [fix] Accounting invoice add payment issue with thousand separator. Closes #615 [fix] WP existing user is not importing as employee. Closes #616 [fix] Update Setup wizard. Closes #611 [fix] Leave entitlements is being created for non active employees. Closes #617 [fix] Accounting Issue with Partial Payment. Closes #578 [fix] Updating employee job history removes employee's meta data. Closes #619 [new] Remove WP user when removing employee. Closes #614 [new] System status report. Closes #250 = v1.3.3 -> Feb 1, 2018 = [fix] Employee API returns wrong event data. Closes #605 [fix] CRM overview links are not working as expected. Closes #596 [fix] CRM contact owner is not updating. Closes #606 [fix[ CRM filter by Owner is not working. Closes #597 [fix] CRM selected life stage is not assigned while importing. Closes #603 [fix] Showing phone number twice in HRM -> My Profile. Closes #607 [fix] Months are not showing properly in ERP Settings. Closes #608 [fix] Add announcement author name in the API response. [fix] API date response fix. = v1.3.2 -> Jan 25, 2018 = [fix] Leave report filters are not working as expected. Closes #600 [fix] Employee profile fields are not updating when empty. Closes #599 [fix] Employee create leave request permission denied. Closes #598 [fix] Employee is not receiving email notification on leave request rejection. Closes #589 [fix] Employees on Leave on the same date is not showing in 'Who is out' postbox. Closes #587 [fix] 500 Internal Server Error when filtering and searching employees. Closes #586 [fix] Duplicate department title. Closes #584 [fix] Duplicate designation title. Closes #585 [fix] HR overview page is taking long time to load. Closes #583 [fix] Employee custom avatar image not working. Closes #580 [fix] Assigning Leave policy to employee generates fatal error. Closes #577 [fix] Leave entitlements should not be generated for inactive employees. Closes #573 [fix] Fix single employee performance required fields. [fix] Fix upcoming birthdays for next week. [fix] Leave report filters add. [new] Search option in Leave Requests. Closes #574 = v1.3.1 -> Jan 11, 2018 = [Fix] HRM Overview page blank when CRM module is not active.Closes #575 = v1.3.0 -> Jan 09, 2018 = [tweak] Improved employee API. [tweak] Remove unnecessary validation with security improvement. [tweak] Job information tab improvement. [tweak] Employee class optimized. [tweak] Reports API improvement. [tweak] HRM endpoints optimized. [tweak] Leave balance view improvement. [tweak] Updater improved. [new] Add HRM birthday API support. [new] Add HRM leave API support. [new] Add HRM upcoming leave request API support. [new] Add HRM note API support. [new] Add HRM job history rest API support. [new] Add HRM permission/roles rest API support. [new] Add HRM head counts rest API support. [new] Add HRM employee termination API. [fix] Employee and Department API search option. Closes #569. [fix] Payments are shown on an invoice in the popup. Closes #552. [fix] HRM gender reporting count error. Closes #565. [fix] Fix CRM contact inbound mail tracker. [fix] Employee full name not showing. [fix] Fix alert on department delete which contains employees. = v1.2.8 -> Oct 30, 2017 = [fix] Partially created invoice can't be approved, void or deleted. Closes #522. [fix] The search function is not working on accounting customers and vendors list page. Closes #540. [fix] Deactivated Accounting module gives a fatal error. Closes #545. = v1.2.7 -> Oct 26, 2017 = [new] Import CRM users into accounting module. Closes #394. [new] Send emails to different users from different email address. Closes #465. [new] Add Bulk Action in accounting module. Closes #538. [new] Database SQL query optimization. [fix] Help pages link fixed. [fix] Create employee form data sanitization. Closes #473. [fix] Exported (pdf) Invoice does not show TAX (%) and TAX amount. Closes #493. [fix] Contact adding issue from frontend with Ninja Forms. Closes #501. [fix] CRM contact groups search option. Closes #524. [fix] Woocommerce order synchronization issue when the discount is more than 100. Closes #526. [fix] Accounting sales page customer search issue. Closes #527. [fix] Large description is not aligned in PDF. Closes #528. [fix] Searching for a non listed employee takes to a different page. Closes #532. [fix] Load time increases for unnecessary query on the settings page. Closes #533. = v1.2.6 -> Oct 05, 2017 = [new] Add help submenu pages under HRM, CRM and Accounting menu. [new] Add subscription form shortcode placeholder support. [new] Add get started employee page. [new] Add customer statics admin widget. Closes #26. [new] Capability to create a contact group with the result (list of contacts) of a search (filter search). Closes #516. [new] Add 'By Departments' and 'By Designations' option to create/send an announcement. Closes #519. [fix] Accounting insert transaction discount issue. = v1.2.5 -> Sep 14, 2017 = [new] Redirect users to their role specific pages. Closes #337. [new] Employees can apply for leave even after remaining days in the policies are 0. Closes #486. [new] Add .github CONTRIBUTING.md and PULL_REQUEST_TEMPLATE.md files. [tweak] Add indexing for DB table optimization [tweak] Deleting and Editing option on single Leave Entitlements. Closes #291. [tweak] Updated readme with FAQ questions [fix] Unable to add leave request from the backend. Fixes #514. [fix] Enqueue scripts for email testing only in settings page [fix] CRM overview page css issue. Fixes #502. [fix] Accounting enqueue issue due to translation. Fixes #505. [fix] CRM overview page wrong links. Fixes #508. [fix] CRM fetch few number of contacts. Fixes #509. [fix] Create contact from created user conflicts. = v1.2.4 -> Aug 24, 2017 = [new] `erp_get_editable_roles` provides a filtered list of user roles. [fix] Prevent CRM Manager to convert a contact as administrator. Fixes #497. = v1.2.3 -> Aug 10, 2017 = [new] Add hook after subscriber confirmation [new] Add erp_save_contact_form_data hook [new] Make sure employees can make only one leave request per day. Fixes #485. [new] Added help text for leave policy option. [new] Add support for Saudi Arabia regions (states). [new] Added help text for leave policy option. [tweak] Use image file path instead of url for PDF Invoice logo. [tweak] Bind subscription form submit action to body. [tweak] Check for valid subscriber before unsubscribe it. [fix] While importing contacts ERP is adding dump email address. Fixes #475. [fix] Removed due date from the payment. Fixes #481. = v1.2.2 -> Jul 13, 2017 = [new] Add private option for contact groups [new] Add edit subscription page [new] Add module activate and deactivate CLI commands [tweak] Improve people search query [tweak] Exclude past requests from Who is out metabox [tweak] Insert people hash key when insert new people or assign a group [fix] Remove assigning dummy email address when importing contacts [fix] Fix new leave request notification email recipients filter [fix] Fix erp_crm_customer_get_status_count query [fix] Change _assign_crm_agent meta key to contact_owner in API function [fix] Throw exception if accounting transaction failed = v1.2.1 -> Jun 18, 2017 = [new] Add force_subscribe_to option for subscribing users [new] Add with-groups optional parameter for CRM delete command [tweak] Sort employee list table by employee name. [tweak] Improve assinging Admin as HR, CRM and Accounting Manager logic [tweak] db schema changed for fractional qty [fix] Fix erp_hr_leave_get_balance query. [fix] Fix 'From Name' for emails sending from CRM single pages. [fix] Fix main plugin class singleton instance call [fix] Fix symbol for South African rand [fix] Fix eventLimit for Leave Calendar [fix] Fix warning issue due to run loop on an empty array [fix] Fix invoice number in exported Sales Invoice = v1.2.0 -> May 22, 2017 = [new] Add function to get employee work location id [new] Show unconfirmed column in contact group list tables [new] Add support for importing employee when related WP users exist [new] Add new leave request notification recipients filter [new] Add HR CLI class [tweak] Refactor and fix queries for leave management [tweak] Employee tabs URL changed to erp-my-profile. Fixes #451 [tweak] Hide message when change email address in accounting - customer page [tweak] Remove setup_database hook from init action and call immediately [tweak] Refactor Subscription class. [tweak] Export employee with all kind of status [tweak] After delete an employee, remove HR roles instead of delete the related wp user [tweak] Improve CSV parsing during import ERP data [fix] Audit log erroneous pagination. Fix #460 [fix] Remove rejected requests from calendar. Fixes #449 [fix] Fix request list table ordering. Fixes #450 [fix] Remove terminated employee on Who is Out widget. Fixes #455 [fix] Leave request status colors CSS. Fixes #458 [fix] Fix entitlements list table filter [fix] Leave rejection message in Leave rejection email .Fixes #453 [fix] Template names in comments corrected [fix] Dix expense created by one manager can be seen by other managers too. Issue#444 = v1.1.19 -> Apr 27, 2017 = [tweak] Import partial data in case of existing contacts during WP User to CRM import or CSV import [tweak] Log each time a contact opens an email. [tweak] Improve insert_people function [fix] `From` name mismatch in emails sending from CRM single contact page = v1.1.18 -> Apr 13, 2017 = [fix] Fix owner avatar in contact and company single pages [fix] Fix export error handle when no field is given [fix] Fix leave available count in employee profile Leave tab [fix] Fix erp_hr_leave_get_balance query [tweak] Load CRM scripts only in specific pages [tweak] Check permission before convert a contact to WP User [tweak] Prevent woocommerce from redirecting ERP users to my account page = v1.1.17 -> Mar 30, 2017 = * [new] Add email opt-in with subscription form * [tweak] Change employee pay_rate column int to decimal in db = v1.1.16 -> Mar 27, 2017 = * [new] added function `erp_get_client_ip()` for getting client IP address * [fix] Fix CRM dashboard Today's Schedule metabox * [fix] Remove a contact from all groups after delete it * [fix] TypeError when deleting search segment. Fixes #421. * [fix] Update unsubscribed contact/company data properly * [fix] Fixes CRM Dashboard metaboxes display issue. * [fix] Using dynamic life stages instead of statics in CRM dashboard * [fix] Append extra life stage label after the filter applied * [tweak] Added some file types in file_upload option = v1.1.15 -> Mar 16, 2017 = * [fix] Allow export fields like checkbox or multiselect for Contact or Company * [fix] Fix import export undefined field_builder_contacts_fields error * [fix] Fix condition to hide dashboard metabox * [fix] Pagination problem on leave request page. Fixes #419 = v1.1.14 -> Mar 07, 2017 = * [new] Added CRM cli command for clearing up the contacts * [new] Add most of the current circulating currencies * [new] Add `post_where_queries` optoin for erp_get_peoples query * [new] Add param to print erp meta values * [fix] Fix contact editor error when assigned to one group in single page * [fix] Email Template adding back slash (\) on edit with single and double quote * [fix] Proper error handle for contact form integration * [tweak] Hide HR Permission tab in own profile page * [tweak] Remove terminated employees from Birthday Buddies list * [tweak] Added created_at field to enable adding log in a past date = v1.1.13 -> Feb 16, 2017 = * [fix] Show tasks based on permission and tab in CRM Schedule calendar * [fix] Fix contact editor error when assigned to one group * [fix] Update ERP_Settings_Page class. Fix #409. * [fix] Fix core Updates class * [fix] Fix WP User to CRM importer meta sync error * [fix] Fix comapny default address zip error * [new] Add function to remove select2 enqueued by other plugins = v1.1.12 -> Feb 01, 2017 = * [fix] Fix employee editor popup country dropdown * [fix] Fix announcement mark as read process * [fix] Fix people conversion from another type or from WP User * [fix] Fix people total counting issues in `erp_get_peoples` function * [new] `erp_include_popup_markup` function to include erp-popup markup * [new] Add toastr.js plugin * [new] Add filterable company default location name * [tweak] Refactor single employee permissions update process = v1.1.11 -> Jan 22, 2017 = * [fix] Update minified JavaScript files = v1.1.10 -> Jan 18, 2017 = * [new] Introduce REST API * [new] Meta query support in advance search segmentaion * [new] Date and number range type filter in crm search segmentation * [new] Pakistani Rupee currency * [new] Contact age filter in advance search filter CRM * [new] Pagination system for individual ledger * [new] Closing balance for individual ledger * [new] Added filter `erp_crm_js_template_file_path` in js template path * [tweak] Remove edit functionality from single transaction page * [tweak] Change label for dashboard net income * [tweak] Update select2 v4.0.3 * [fix] Leave request deleting issue = v1.1.9 -> Dec 22, 2016 = * [new] Can input data from older financial year (balance c/f) * [new] Added email validation for new customer and vendor * [new] Include journal tax in sales tax report * [tweak] Customers and vendors are searchable and limit lifted * [tweak] Tax receivable accounts moved to expense * [tweak] Date picker range enhanced * [fix] ERP updater is now working * [fix] Removed journal edit option from individual chart list table = v1.1.8 -> Dec 11, 2016 = * [new] Add filter for hiding dashboard metaboxes * [fix] Fix leave request datetime calculation * [fix] Fix journal entry item problem * [fix] Move tax receivable accounts from expense to assets * [fix] Update number formating for transaction unit price * [fix] Remove employee role checkbox from wp user edit profile * [Update] Update moment.js to v2.17.1 = v1.1.7 -> Dec 7, 2016 = * [new] Label added in tax form * [new] Added editing system in journal * [new] Should be able to transform a CRM Contact into a WP_User * [new] Add localize support for fullcalendar * [new] Add date range in all date picker. * [new] Add flot chart stack and categories plugins * [new] Added age field in contact * [fix] Joining date does not display on the employee welcome email * [fix] Employee Privileges are Removed upon role change * [fix] Checkbox toggling in all list tables * [fix] Expense pie chart is set to 100% by default * [fix] Holidays editing and deleting * [fix] Fix screen, screen base and form handler hook for HR and Leave pages * [fix] Calculation in dashboard all charts * [fix] Calculation fixed in bank charts * [fix] Dejavusanscondensed font paths for FPDF * [fix] Change contact get query sql * [fix] Change people meta key `_assign_crm_agent` to `contact_owner` * [fix] Email duplication problem when people create * [fix] Conflicting with accounting customer when contact create * [fix] Tax amount processing during transaction * [fix] Discount field range only 0 to 100 at transaction time * [fix] Quantity field make grater than 0 at transaction time * [fix] Required minimum amount for bank transfer * [fix] Refactor & add journal new function = v1.1.6 -> Nov 9, 2016 = * [Fix] Query fix dashboard income & expense, business expense, net income, invoice payable to and bill you need to pay * [Fix] Fix overdue payment problem * [Fix] Unnecessary select checkboxes in accounting module * [Fix] Transaction list table total item query * [Fix] Unsubscribe contact from a specific group * [Fix] Unable to change CRM contact owner problem * [Fix] Menu item are not in open/fixed mode when announcement is selected * [Fix] Contact status refreshing problem during edit and add contact * [Fix] Permission for CRM manager to delete others contacts * [Fix] Custom field fix on csv export * [New] Add Currency option in Settings - General Options * [New] Unicode support added to PDF * [New] Add new column `email_status` and `data_id` in `erp_hr_announcement` and `erp_audit_log` table respectively * [Update] Set default current date for new invoice, payment, vendor credit and payment voucher * [Update] Button status for all new transaction time * [Update] Sales and expense list table according with transaction status * [Update] Sales and expense bulk action for different transaction section * [Update] All transaction report query * [Update] Journal query and journal list table class for filtering only journal type transaction * [Update] Improve announcement functionality * [Update] Chosen js removed from core = v1.1.5 -> Sep 19, 2016 = * [fix] Holiday date calculation problem fixed * [fix] Ajax request for edit holiday * [fix] Change holiday listing order * [fix] Update leave holiday search, table end column for iCal * [fix] Fix payment dropdown button in Payment Voucher create page * [fix] Remove currency option in vendor and customer add, edit * [fix] Contact deleting permission issues * [fix] Pdf invoice class undefined problem * [fix] Fix issue_date problem in chart of accounting * [fix] Reloading employee list problem fixed in js * [fix] Change some style in employee note section and added loading effect * [new] Add letter support to company location zip code * [new] Added country and state select2 in accounting vendor and customer * [new] Custom Fields support in contact form * [new] Added erp_create_new_people hook if people is an existing wp user * [new] Added Saudi Riyal currency = v1.1.4 -> Aug 28, 2016 = * [fix] New expense time undefined invoice_number problem fixed * [fix] Ignore rejected leaves during validating duration * [fix] Tax calculation problem fixed * [fix] Announcement permission problem fixed * [fix] Employee can not take leave in weekend * [fix] Problem to take leave when no leave days available fixed * [fix] Duplicate row item created in payemnt and invoice fixed * [fix] Employee birthday check hook changes * [fix] Fixed save search segment reset filter functionality * [fix] Updated some crm permissions * [new] Delete functionality in save search segment * [new] Voucher create time from account is required * [new] Action hook 'erp_crm_contact_inbound_email' added = v1.1.3 -> Aug 4, 2016 = * [fix] Added loading feedback when submitting form for all popup * [fix] Invoice number formatting functionality * [fix] HR all capabilities problem fixed * [fix] Hook contact form integration to plugins_loaded hook * [fix] Removed logged in user check for cron job * [fix] Hide plugin updater for non-admin * [new] Life stage, contact owner & group added on CSV contact importer form * [new] added some hooks and filters = v1.1.2 -> June 26, 2016 = * [new] Settings for invoice formatting * [new] Set submit group button for sales payment and invoice * [new] Set submit group button for expense payment voucher and vendor credit * [new] Add email search in contact and company listing * [new] Display dropdown text instead of value in save search filter details * [new] Add contact group filter option in saved search segment * [new] Added Iranian Rial currency and change India currency symbol * [new] Bulk users to contacts importer tools added * [new] Contact Forms Integration: add contact owner field * [new] Added localization for js string in activity feeds * [new] CSV sample file generator added * [fix] Transaction update time check for invoice number uniquness * [fix] Transaction due date should be greater than issue date * [fix] Leave request quota validation problem when apply leave * [fix] Select2 rendering problem in expense * [fix] Defualt invoice prefix set at transaction time * [fix] Error message problem fixed when company settings updated * [fix] Employee edit their own Employee ID * [fix] Employees without manager or agent permission are listed in Activities page - Create By filter * [fix] Contact Source is not showing in single view sidebar in CRM * [fix] User's role isn't showing correctly on edit page * [fix] Fixing select2 derective issues * [fix] Announcement select2 issue fixed when select employee * [fix] Leave policy rendering problem in employee my profile page * [fix] HR dashboard calendar loading error * [fix] Contact editing problem * [fix] Line breaking problem in announcement email * [update] Transaction insert form filtering for table row and column * [update] Currency schema update * [update] Update query according with submit group button for sales and expenses * [update] transaction table column name change from invoice to invoice_number * [update] Table column field length increase for decimal type * [update] Set default invoice prefix * [update] Customer and vendor fields are required when add new transaction * [update] Vendor name is required when new verndor is created * [update] Save search labeling change to search segment * [update] Users to contacts tool progress changes * [update] CRM contacts CSV imported improvements * [update] Change crm activity component structure for extending thirdparty integration * [update] Change invoice url format for sharing * [update] Set wp mysql timezone instead of carbon = v1.1.1 -> June 22, 2016 = * [fix] Accounting report query optimzation * [fix] Partial payment amount problem fixed * [fix] Contact and company permission problem fixed for CRM agent * [fix] Bulkaction permission fixed for contact and company listing * [fix] Javascript null date problem fixed * [Fix] Fixed enable disable problem at reference number entry time * [Fix] Save search dropdown default value problem fixed * [Fix] Fixed CRM contact table after a bulk action, items don't get deselect * [Fix] Fixed schedule calander styling problem * [fix] CRM agent permission problem fixed * [fix] Fix assign group permission problem * [fix] Fix assign contact issue when deal with wp user contacts * [fix] Contact group edit and assign problem fixed * [fix] Fixed total number counting when add new contact * [fix] Fixed schedule notification problem * [fix] Timeline date issue in contact single page * [new] Added loading effect when assign contact owner * [new] Invoice number generator functionality in accounting * [new] Added support for Omanian Rial currency * [new] Added some filter and action hook in sales transaction * [new] Added restore functionality in HRM employee table * [new] Export invoices as PDF and send via email * [Update] Accounting dashaboard updated * [Update] Updated filter and hook for people query sql = v1.1.0 -> June 8, 2016 = * [new] Merge accounting module * [new] Currency formating * [new] Income tax settings * [new] Income tax report * [new] Income statement report * [new] Balance sheet report * [new] Permission management system * [new] Save as draft for all transaction * [new] Convert wp list table into vue js in contact and company listing page * [new] SMTP and IMAP/POP3 integration added into core * [fix] Bank chart * [fix] Customer and vendor create time email field is required * [fix] ref number make unique * [fix] Role updating fixed when contact edit * [fix] Contact group assign and editing problem fixed * [fix] Trix editor firefox compability fixed * [fix] Adding and editing feed problem fixed when using firefox browser * [fix] Dashboard page contact fetching error fixed * [fix] Activity page loading problem fixed * [fix] Schedule page loading problem fixed * [fix] Select2 conflict fixed with accounting * [improve] All transaction table with balance column and short view popup link * [imporve] Save search filter improvement * [imporve] People insert and fetching query optimized * [imporve] Contact and company single page converted into vue js * [imporve] Added more filter into advance search segment * [update] Transaction query update for current financial year. * [update] Include tax field in transaction form * [update] Vuejs updated * [update] Select2 updated * [update] Trix editor js updated = v1.0.1 -> April 27, 2016 = * [fix] Employee performance fetching was returning all entries * [fix] WP_User importing into contact was not refering the right WP_User * [fix] License key was not saving * [fix] Imported contact counting issues * [fix] Social field url issues in contact profile = v1.0 -> April 25, 2016 = * [improved] Change people table structure. * [new] New CRM agent role added * [new] CSV import/export tool added * [new] Added CRM email templating system * [new] Save reply added in CRM contact activities * [new] Added quick view schedules details from CRM dashboard * [new] Assign contact to CRM agents * [new] Add progress-bar when activity delete for better UX * [new] License management feature added * [new] CRM activity email read tracker * [new] HR reporting headcount chart now shows department-wise * [new] New life stage added in CRM contacts * [new] Added contact group and contact owner field in new contact or company creation * [new] Added inbounding reply emails in CRM activity * [new] Bulk importer WP User to CRM contacts * [new] Added directly replying from CRM email activities feeds * [new] Added address options in employee details, add and edit * [new] Added plugin updater functionalities * [new] Added more hooks and filters * [fix] Re-factor contact forms integration * [fix] Re-factor CRM permissions * [fix] Contact pagination problem fixed * [fix] Re-factor save search query builder * [fix] Logs and schedules add and displaying problem in schedule page * [fix] ERP date format problem * [fix] Manage user role during plugin activation and deactivation * [fix] Who is out widget in HR dashboard * [fix] Leave request bulk actions * [fix] All ERP users show their own attachments * [fix] Added file uploading permission for Employee, HR Manager, CRM Manager and CRM Agents * [fix] Contact mail functionality improvements * [fix] Fix employee termination issues * [fix] Leave entitlement problem fixed * [fix] Employee list table now focus on "active" subnav by default * [fix] Employee and Contact record duplication remove with better UX * [update] - Trix editor js, Select2, Vuejs = v0.1 -> March 18, 2016 = * Beta Release