v5.0.0 — Notes, Pipeline and UI improvements

What's new in v5.0.0

Block 1 — Data model improvements

• Activities now have a type field (call, email, meeting, demo, proposal)
• Activities can be associated to a specific contact
• Clients now have a status field (lead, active, inactive, lost) with badge and filter

Block 2 — New features

• Client detail page shows activity stats (total, completed, pending, last activity)
• CSV export available for clients, activities and contacts
• Bell icon in topbar shows upcoming activities (next 3 days), clears per activity

Block 3 — Notes and Pipeline

• Notes with optional polymorphic association to clients, contacts or activities
• Global notes page with side panel for create and edit
• Notes section integrated in client, contact and activity detail/edit pages
• Pipeline kanban view with four columns (lead, active, inactive, lost)
• Clients can be moved between pipeline columns with instant optimistic updates

UI fixes and improvements

• Client pagination increased to 8 per page
• Status filter replaced with custom dropdown component
• Notes resource selector uses name-based dropdowns instead of manual ID input
• Bell badge clears per activity using localStorage
• Profile page fully redesigned with unified card layout
• ResourceNotes integrated in ClientEditPage
• Pipeline title deduplicated
• Error messages now show real backend response

v4.0.0

v4.0.0

Dashboard

• Added bar chart for completed activities (last 6 months)
• Added donut chart for completed vs pending ratio
• Added recent activities section
• Fixed upcoming activities fields (title, date)
• Fixed activity_chart to group by month instead of daily UserActivityLog
• Added PostgreSQL compatibility for month grouping

Global Search

• New GET /api/search?q= endpoint
• Searches clients, contacts and activities using LIKE
• Results limited to 5 per type, respects ownership rules
• Frontend component in topbar with debounce 300ms
• Dropdown with grouped results and direct navigation
• Updated OpenAPI documentation

Contacts

• Complete CRUD overhaul
• New avatar list design with initials colored by first letter
• Modal for creating contacts (with client selector)
• Modal pre-selects client when opened from client view
• Added position field to create and edit forms
• Added delete button to global contacts list
• Smart redirect after edit (?from=contacts)
• Removed ContactCreatePage in favour of modal

Clients

• New card grid layout with colored initials avatar
• Modal for creating clients
• Pagination changed to 6 items per page
• Removed ClientCreatePage in favour of modal

Activities

• Modal for creating activities
• Fixed date format in list (removed ISO timestamp)
• Removed ActivityCreatePage in favour of modal

Auth

• Login, Register and Welcome pages now always render in dark mode
  regardless of user theme preference

README

• Complete rewrite with full stack documentation
• Added live demo URLs, screenshots, tech stack tables
• Added frontend installation instructions
• Added deployment section for Render
• Added Git workflow section

Tests

101 passing, 238 assertions

v3.0.0

What's new in v3

Infrastructure

• Full Docker setup with 4 containers: app, db, nginx, frontend
• Nginx configured as reverse proxy routing /api to Laravel and / to React
• Multi-stage frontend build (Node 20 + Nginx Alpine)

Backend

• Fix 405 on POST routes — Nginx root directive restructured
• Global contacts endpoint GET /api/contacts with client context
• Pagination reduced to 7 items per page
• ContactResource includes client_name field

Frontend

• Welcome landing page (public)
• Global contacts view with client column and pagination
• Dashboard updated with new backend fields
• All UI strings translated to English
• Scroll removed from all views
• Sidebar logo aligned with topbar

v2.0.0

Release: v2.0.0

Full frontend implementation

What's included

Authentication

• Login and register with OAuth2 (Passport)
• Private route protection with ProtectedRoute
• Admin route protection with AdminRoute

Clients

• List, detail, create, edit and delete clients

Contacts

• List, create and edit contacts per client

Activities

• List, detail, create and edit activities

Profile

• View and update personal data
• Change password

Admin panel

• Users list and detail (admin only)

Stack

• React 19 + Vite + TypeScript
• React Router DOM v7
• Axios

v1.0.0

Release v1.0.0

First stable release of CRM REST API.

What's included

• Authentication with Laravel Passport (login, register, me)
• Profile management (show, update, update password)
• User management (admin only)
• Clients CRUD with ownership rules
• Contacts CRUD nested under clients
• Activities CRUD with automatic user assignment
• Dashboard with aggregated metrics and pending activity alerts
• Role-based authorization (user / admin)
• Domain events (ClientCreated, ActivityCreated, ActivityUpdated, ActivityDeleted)
• DDD-inspired architecture with services, DTOs and middleware
• Docker setup with PHP 8.2, MySQL 8.0 and Nginx
• GitHub Actions CI pipeline
• OpenAPI 3.0 documentation with Swagger UI

Notes

No breaking changes. This is the first production-ready version.