Custom fields defined on an estimate are now carried over to the
invoice when using Convert to Invoice. Uses the same pattern as
the clone method.
Fixes#282
New backend endpoint POST /invoices/{id}/convert-to-estimate that
creates a draft estimate from an invoice, copying items, taxes,
custom fields, and financial data. Frontend wired with dropdown
action, store method, and API service call.
- Fix exchange-rate service types to match actual backend response shapes
(exchangeRate array, activeProvider success/error, used currencies as strings)
- Add ExchangeRateConverter to payments, expenses, and recurring invoices
- Set currency_id from customer currency in invoice/estimate selectCustomer()
- Load globalStore.currencies in ExchangeRateConverter on mount
- Pass driver/key/driver_config params to getSupportedCurrencies in provider modal
- Fix OpenExchangeRateDriver validateConnection to use base=USD (free plan compat)
- Fix checkActiveCurrencies SQLite whereJsonContains with array values
- Remove broken currency/companyCurrency props from ExpenseCreateView, use stores
- Show base currency equivalent in document line items and totals when exchange
rate is active
- Add manifest.json generation script (scripts/generate-manifest.php)
- Add Updater::cleanStaleFiles() that removes files not in manifest
- Add /api/v1/update/clean endpoint with backward compatibility
- Add configurable update_protected_paths in config/invoiceshelf.php
- Update frontend to use clean step instead of delete step
- Add GitHub Actions release workflow triggered on version tags
- Add .github/release.yml for auto-generated changelog categories
- Update Makefile to include manifest generation and scripts directory
The CompanyInvitationMail accesses company, role, and invitedBy
relationships which weren't loaded before sending. Also wrap mail
send in try-catch so the invitation is still created even if the
mailer is misconfigured (logs a warning instead of crashing).
Redistribute methods:
- show() -> BootstrapController::currentCompany()
- store(), destroy(), userCompanies() -> Admin\CompaniesController
- transferOwnership() -> CompanySettingsController
Security fix: introduce 'owner' role for company-level admin, distinct
from 'super admin' which is now global platform admin only.
- CompanyService::setupRoles() creates 'owner' role per company
- Company creation assigns scoped 'owner' role instead of global 'super admin'
- Seeders updated to assign 'owner'
Migration renames all existing company-scoped 'super admin' roles to
'owner' and ensures every company owner has the role assigned.
Replace duplicated switch/case blocks across 4 methods with a clean
abstract driver pattern:
- ExchangeRateDriver (abstract): defines getExchangeRate(),
getSupportedCurrencies(), validateConnection()
- CurrencyFreakDriver, CurrencyLayerDriver, OpenExchangeRateDriver,
CurrencyConverterDriver: concrete implementations
- ExchangeRateDriverFactory: resolves driver name to class, with
register() method for module extensibility
Delete ExchangeRateProvidersTrait — all logic now lives in driver
classes and ExchangeRateProviderService. Adding a new exchange rate
provider only requires implementing ExchangeRateDriver and calling
ExchangeRateDriverFactory::register() in a module service provider.
Split PDFService.php (3 classes + 2 interfaces in one file) into separate
files. Move GotenbergPDFDriver from app/Services/PDFDrivers/ into
app/Services/Pdf/. Normalize casing from ALL-CAPS PDF to Pdf throughout:
facade, provider, service, driver factory, and Gotenberg driver.
Fix PaymentService using Barryvdh DomPDF facade directly instead of the
app's PDF facade (bypassed the driver factory). Report controllers also
updated to use the app facade.
Relocate all 14 files from the catch-all app/Space namespace into proper
locations: data providers to Support/Formatters, installation utilities to
Services/Installation, PDF utils to Services/Pdf, module/update classes to
Services/Module and Services/Update, SiteApi trait to Traits, and helpers
to Support.
Extract ~1,400 lines of business logic from 8 fat models (Invoice, Payment,
Estimate, RecurringInvoice, Company, Customer, Expense, User) into 9 new
service classes with constructor injection. Controllers now depend on
services instead of calling static model methods. Shared item/tax creation
logic consolidated into DocumentItemService.
- Add Administration sidebar section (super-admin only) with Companies, Users, and Global Settings pages
- Add super-admin middleware, controllers, and API routes under /api/v1/super-admin/
- Allow super-admins to manage all companies and users across tenants
- Add user impersonation with short-lived tokens, audit logging, and UI banner
- Move system-level settings (Mail, PDF, Backup, Update, File Disk) from per-company to Administration > Global Settings
- Convert save_pdf_to_disk from CompanySetting to global Setting
- Add per-company mail configuration overrides (optional, falls back to global)
- Add CompanyMailConfigService to apply company mail config before sending emails
* Convert string references to `::class`
PHP 5.5.9 adds the new static `class` property which provides the fully qualified class name. This is preferred over using strings for class names since the `class` property references are checked by PHP.
* Use Faker methods
Accessing Faker properties was deprecated in Faker 1.14.
* Convert route options to fluent methods
Laravel 8 adopts the tuple syntax for controller actions. Since the old options array is incompatible with this syntax, Shift converted them to use modern, fluent methods.
* Adopt class based routes
* Remove default `app` files
* Shift core files
* Streamline config files
* Set new `ENV` variables
* Default new `bootstrap/app.php`
* Re-register HTTP middleware
* Consolidate service providers
* Re-register service providers
* Re-register routes
* Re-register scheduled commands
* Bump Composer dependencies
* Use `<env>` tags for configuration
`<env>` tags have a lower precedence than system environment variables making it easier to overwrite PHPUnit configuration values in additional environments, such a CI.
Review this blog post for more details on configuration precedence when testing Laravel: https://jasonmccreary.me/articles/laravel-testing-configuration-precedence/
* Adopt anonymous migrations
* Rename `password_resets` table
* Convert `$casts` property to method
* Adopt Laravel type hints
* Mark base controller as `abstract`
* Remove `CreatesApplication` testing trait
* Shift cleanup
* Fix shift first issues
* Updating Rules for laravel 11, sanctum config and pint
* Fix Carbon issue on dashboard
* Temporary fix for tests while migration is issue fixed on laravel side
* Carbon needs numerical values, not strings
* Minimum php version
* Fix domain installation step not fetching the correct company_id
* Fix Role Policy wasn't properly registered
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