FxInvoice and HR Manager

1. Financial & Invoicing Suite

• Invoicing Engine: Complete invoice lifecycle management (Draft $\rightarrow$ Sent $\rightarrow$ Overdue / Partially Paid $\rightarrow$ Paid). Features line-item and invoice-level discounts along with a multi-tax engine supporting deductible and compound calculations.

• Quotations: Draft and send estimates with one-click conversion to invoices via QuotationService::convertToInvoice().

• Payments & Client Advances: Record payments via multiple modes (Cash, Credit Card, Bank Transfer, PayPal, Stripe, etc.). Handles client prepayments/deposits, automatically or manually applying unused advances to open balance invoices with overpayment protection.

• Expense Management: Categorized expense tracking with support for partial released/pending status updates.

• Product Catalog: Manage products with auto-generated SKUs (e.g., FX-00001), categories, and searchable item databases.

2. HR Management & Operations

• Organizational Structure: Manage Departments and Designations connected to Employee records.

• Payroll System: Process and track employee compensation records tied directly to staff profiles.

• Task Delegation: Create and assign internal tasks featuring priority levels (Low to Urgent) and status tracking (Pending to Completed).

3. CRM, Support & Communication

• Client Management: Maintain detailed CRM records with individual tax/VAT data, multiple addresses, and company associations. Includes a GDPR-compliant client portal allowing end-users to access, rectify, or request data erasure.

• Support Ticket System: Integrated ticketing platform for direct client communication and issue resolution.

• SMS Messaging Hub: Outbound SMS notification center supporting Twilio, Vonage, or local log drivers with complete logs stored in the database.

Configuration & Customization Options

• Multilingual & RTL Support: Out-of-the-box support for 13 languages (English, French, Spanish, German, Arabic, Chinese, Vietnamese, Filipino, Korean, Portuguese, Italian, Russian, Greek). Features automatic Right-to-Left (RTL) layout rendering when Arabic (ae) is active.

• Whitelabel Branding: Upload dynamic logos (Dark, Light, Small), favicons, and system titles via the administrative portal.

• PDF Invoice Designer: Adjust secondary accent colors, customize text labels, and toggle company branding elements on exported documents.

• Granular Role-Based Access Control (RBAC): Built-in roles (Super Admin, Manager, Staff) managing 73 individual permission settings covering view, create, edit, and delete operations across all system entities.

• System Maintenance & Resets: Built-in controls for localized data resets, including partial clearing of financial records or full database cleanups protected by confirmation parameters.

System Installation & Setup

1. Prerequisites Verification: Ensure the server is running PHP 8.2+ with required extensions (PDO, MySQL, cURL, mbstring, XML, BCMath, JSON, Tokenizer, Fileinfo).

2. Web-Based Installer: A built-in 5-step graphical setup tool guides users through:

   • System Requirements & Directory Permissions Audit (storage/, bootstrap/cache/).

   • Database Credentials & Prefix Configuration.

   • Application Parameters & Super Admin Account Creation.

   • Automatic Database Migration, Seeding, and Encryption Key Generation.

CHANGELOG
=========

v1.1.1 — August 2026
--------------------
- Mail: when no mail driver is chosen in Settings, the app now auto-detects
  the server — if a sendmail binary exists (cPanel/shared hosting) it uses
  sendmail out of the box like v1.0; otherwise it falls back to the log
  mailer so nothing crashes
- Mail: when the configured driver is "PHP Sendmail / mail()" but no sendmail
  binary exists on the server, the app now falls back to the log mailer
  instead of crashing with a 500 TransportException (exit code 127) on
  password-reset / OTP / invoice emails
- Mail: any send failure on a configured transport (sendmail or SMTP) is now
  caught, logged with the underlying error, and the message is delivered
  through the log mailer — the request no longer fails with a 500
- Client portal: an already-logged-in client visiting the client login or
  register page is now redirected to the client dashboard instead of being
  bounced to the admin login page
- Client portal: unauthenticated visitors hitting client-only pages are now
  sent to the client login page instead of the admin login page

v1.1 — August 2026
------------------
- Client portal: dashboard with stats (invoices, total due, open tickets,
  advance balance) plus invoices, invoice detail, payments, advances, and
  ticket creation/viewing for clients
- OTP-based client & staff registration (OtpService, email verification code,
  cooldown + resend limits) for preset accounts
- Client password reset flow (forgot/reset controllers + emails)
- Client portal layout/theme (adminhmd assets) with own auth pages
- Invoice & quotation pages show per-item discount/tax and totals
  (sub-total, discount, tax total, total due) and auto-fill terms & notes
- Quotation-to-invoice conversion now generates the invoice number
  (SequenceService) instead of failing on the NOT NULL column
- Default mail driver set to `log` (MAIL_MAILER=log) so outbound email
  never throws SMTP errors until real SMTP credentials are configured
- FAXBD license headers added to all source files (PHP, Blade, JS)
- Dashboard: invoice status pie chart now includes partially paid invoices,
  and the recent payments table / total paid stat include partial payments
  (previously only fully-paid invoices), ordered by payment date
- Client portal redesigned to use the main app theme: auth pages (login,
  register, forgot/reset password) now use the same design as the admin
  login, and portal pages use the main layout with sidebar, topbar,
  language switcher, and dark mode
- Client login now matches both email and phone regardless of input format
  (previously only one column depending on format, causing "no account
  found" for clients who registered via the other identifier), with a
  clearer message pointing to registration or support

v1.0 — July 2026
-----------------
- Initial release
- Multi-tenant removed, single-tenant architecture
- Laravel 12.18, PHP 8.2+, MySQL/MariaDB
- Modules: Invoicing, Quotations, Payments, Expenses, Products, Clients,
  HR (Departments, Designations, Employees, Payrolls), Tasks, Tickets, SMS
- 13 languages with RTL support
- Web installer with 5-step wizard
- REST API with Sanctum auth
- 73 permissions across 20 groups, 3 roles
- Whitelabel/ custom branding
- Invoice PDF designer
- Client portal with GDPR profile (access, rectify, erase)
- Performance indexes on key tables
- Service layer refactoring: InvoiceService, QuotationService, TaxCalculationService
- 100% localization of all UI strings