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Business Suite 0.1.1

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@Devtest-Dan Devtest-Dan released this 08 Oct 07:22

Business Suite 0.1.1: a new Leads app, and security and reliability fixes. Installed for real from cloud-init on a 2 GB test server with all seven apps (see EVIDENCE.md section 8).

New: Leads. Lead forms for your own website (a hosted page, an iframe or plain HTML), with spam protection and the page, referrer and campaign each lead came from. A lead inbox with a speed-to-lead timer, phone alerts and What needs me. One click turns a lead into a contact and a deal in Customers. Email follow-up sequences wait for one approval, carry an unsubscribe link and your postal address, and stop when the lead replies or is converted. A funnel report by source, with a CSV export. No text messages. Guide: docs/apps/funnel.md.

Security

  • The example setup code in cloud-init.yaml can no longer claim a new suite. If it is left unchanged (or is shorter than 8 characters), the installer makes a random code and prints it. The docker compose helpers no longer let the install environment override .env.
  • With "Redact personal details" on, names the suite knows (your team, your customers' contacts and companies) are sent to the AI as references and put back on your server, so the assistant can look a customer up by name without sending the name. The asker's own name is sent the same way.

Fixes

  • Chat labels a post another app sends ("from Tasks") instead of "drafted by the assistant".
  • Customers accepts phone numbers with brackets, such as (512) 555-0101.
  • A form whose save is refused keeps what you typed.
  • After a restore onto a new server with a different secret key, phone push makes a new key pair instead of failing.
  • business-suite secret-key show prints the key to write down; backups do not include it.
  • pnpm release writes the filled-in cloud-init.yaml and makes the same tarball from the same commit.

Upgrading from 0.1.0: sudo business-suite update https://github.com/Devtest-Dan/business-suite/releases/download/v0.1.1/business-suite-0.1.1.tar.gz (it checks the SHA-256 from the .sha256 file next to it and rolls back if the new version does not start). Two database migrations run automatically.

Install in a few clicks: download cloud-init.yaml below (the address and SHA-256 are filled in), change SUITE_SETUP_CODE, paste it into your provider's "User data" box for an Ubuntu 24.04 server with 2 vCPU and 4 GB, and open https://<IP with dashes>.sslip.io after about ten minutes.

Not yet checked on a real public server: a Let's Encrypt certificate, a live DeepSeek key, phone push, a real SMTP provider and an off-site S3 backup. Report problems in Issues.

MIT licence.

Business Suite 0.1.0

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@Devtest-Dan Devtest-Dan released this 07 Oct 20:16

The first release of the Business Suite: a small business's own apps, on its own server.

Apps: team chat, tasks and projects, customers (light CRM), docs and procedures, announcements, and the assistant with an optional business brain. Every change proposed by AI or by a bulk import waits in one approvals inbox.

Install in a few clicks

  1. Download cloud-init.yaml below. The release address and its SHA-256 are already filled in.
  2. Change SUITE_SETUP_CODE to a code only you know. Optionally set your domain and timezone.
  3. At your provider, create an Ubuntu 24.04 server with at least 2 vCPU and 4 GB of memory (see docs/HOSTING.md) and paste the file into its "User data" or "Cloud config" box.
  4. After about ten minutes, open https://<the server's IP with dashes>.sslip.io (or your domain) and use your setup code.

Without user data: curl -fsSLO <release address>, check it with sha256sum, unpack it and run sudo bash deploy/install.sh (see docs/DEPLOY.md).

Verify the download: business-suite-0.1.0.tar.gz.sha256 holds its SHA-256.

Not yet checked on a real public server: a Let's Encrypt certificate, a live DeepSeek key, phone push notifications, real SMTP and an off-site S3 backup. Report problems in Issues.

MIT licence.