还没有用过 WPERP ？目前最新版为 v1.5.13 ，已通过 WordPress 5.3.2 兼容测试。
WordPress 版本：4.4 或更高版本
标签：Accounting, business manager, crm, ERP, HR，
WP ERP – Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses
1、方式一：进入网站后台（/wp-admin/），转到【插件】 =>【安装插件】并搜索 “WPERP”。找到之后，单击 “安装” 即可。
2、方式二：从 WordPress.org 下载到 erp.zip 压缩文件包。然后转到【插件】 =>【安装插件】 =>上传压缩包进行安装。
3、安装完毕后，可通过 WordPress 网站后台的左侧【插件】菜单选择启用。
4、如果您有任何 WPERP 问题，请到 WPERP 支持论坛中发帖，获取帮助。
如果您是从网站后台全新安装的 WPERP 且左侧翻译进度已是 100% ，那么可能目前已经有提供此插件的中文语言包，如果没有可通过手动安装的方式来更新翻译。
1、通过 WP 后台自动更新；
已翻译和校对过的 WPERP 中文语言包我们会定期提交至 WordPress Translate ，您将可以在网站后台收到翻译更新提示，前提是已安装了 WPERP 。
2、通过 FTP 手动上传；
在本站下载到 erp-zh_CN.zip 即最新版的 WPERP 中文语言包，解压后可得到两个文件，
这是基于 WordPress 的系统语言路径，注意，要能正常使用，需要看下语言文件是否正确，文件名必须是 erp-zh_CN.mo 才行。
操作完毕后，到网站后台的 WPERP 设置页面刷新即可看见变化。
1、下载的 .zip 语言文件无效？
① 从本页面下载的 erp-zh_CN.zip 内【文件没有前缀】的则为无效文件或尚未添加到翻译系统中；
② 上传后未生效或依旧为英语，若翻译完成度为【 30% 以下】则尚处于翻译准备阶段，仍需等待，其他问题请通过薇晓朵 WPERP 论坛发帖联系处理。
2、.po 和 .mo 有什么区别？
- erp-zh_CN.po 是可编辑文件，如需查看可将文件拖放至浏览器中看到源代码。
- erp-zh_CN.mo 是已编译的 WPERP 程序语言文件，可以被 WordPress 系统识别，也就是您网站语言显示所用的文件。
3、.po 和 .mo 都需要上传吗？
在 WPERP 中真正生效的语言文件是 erp-zh_CN.mo，而 .po 为可编辑文件是否上传由您自行决定， WPfanyi.com 均有提供。
当然可以，要切换语言，只需要在 WordPress 后台 => 设置 => 常规 =>站点语言，进行选择即可。已上传的语言包不会影响所有系统语言，仅在您当前网站设置为【简体中文】时生效。
肯定会过时，每当 WPERP 有版本更新都会需要进行新的翻译工作，所以请了解这是需要长期维护和进行的工作，如果 wpfanyi.com 对您有用，请协助推广我们！
由于近年来 WordPress 中文语系的翻译进程缓慢，同时包括 WPERP 在内的一大批优秀的主题、插件都没有提供中文版本，这对中国区用户造成了很多不便。
WordPress 翻译（WPfanyi.com）就是为了解决这一基本需求而存在。我们的目的是以中国人最熟悉的方式组建一个 WordPress 本地化翻译团队。
本站的账号体系与 Weixiaoduo.com 互通，若已有账号请直接【登录】或【免费注册】。
1、【加入团队】若您有一定的英语基础，和充足的空闲时间，请发送邮件到 wpfanyi#feibisi.com (将#替换为@) 告知想要加入 WPERP 中文翻译项目；
2、【分享翻译】若您已经对最新版的 WPERP 做了翻译及校对，请通过 WPERP 翻译系统导入语言包，以便志愿者和编辑进行审阅校正。
3、【成为管理】通过【加入我们】表单提交申请可成为 WPERP 翻译系统的翻译编辑；
1、先在 wpfanyi.com 上完成翻译和校对工作，然后导出语言包；
2、导入至 translate.wordpress.org 系统做审批；
3、审批通过自动释放语言包，对所有 WPERP 中文用户分发；
我们希望可以通过这几年的努力，让 WordPress 中文生态可以变得更加繁荣。
在使用 WPERP 的过程中如果遇到问题需要帮助，请到薇晓朵 WPERP 中文支持论坛发帖获取帮助，会有专业技术人员回复。
做为国内领先的 WordPress 综合服务平台，薇晓朵构建了一系列的基础设施以便为中国的 WPERP 用户提供服务，在提供免费支持的同时也有更多商业服务可选。
薇晓朵官方提供了一个全局搜索功能，涵盖了超过 100 多个 WordPress 中文资源及教学站点，您可以执行 WPERP 全局搜索获得更多信息；
本站由薇晓朵云平台接入维护，提供长期稳定的 WordPress 技术支持。
如果您想要将自己公司信息或者商业广告显示在此页，请考虑捐赠和赞助 WPfanyi.com ，以便让我们可以有更充足的资源和资金来做这些免费但有意义的事情。
以下为 2019 年度赞助商，欢迎访问相关站点获取更多信息。
完全免费，从现在到以后都是，只要这款源程序存在于 WordPress.org 上，那么 WPfanyi.com 提供的 WPERP 中文语言包都是免费的。
2、为什么要赞助 WordPress 中文翻译？
为了让 WPfanyi.com 能够长期健康的发展，我们接受商业赞助和关联性广告投放，广告内容应与 WordPress 或网站、互联网相关，积极健康符合《中华人民共和国广告法》相关标准。
产品更新日志一般会包括 WPERP 安全更新和问题修复，如果不清楚您目前所用的版本包含哪些新功能和 bug 修复，可在此处查询。
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.
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: WP 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
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 WP 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
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_queriesoptoin 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_include_popup_markupfunction 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
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_pathin 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
- [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
- [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] 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