#Upgrade Guide

#Upgrading from >= 0.2

Follow these steps when upgrading from version 0.2 or later.

#Step 1. Update Package & Publish Assets

composer require venturedrake/laravel-crm
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="migrations"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="config"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="assets" --force
php artisan migrate

#Step 2. Run the Database Seeder

php artisan db:seed --class="VentureDrake\LaravelCrm\Database\Seeders\LaravelCrmTablesSeeder"

#Step 3. Update Permissions (Teams Only)

If you are using teams support, run the permissions update command:

php artisan laravelcrm:permissions

#Step 4. Run the Update Command

php artisan laravelcrm:update

This command applies any necessary database updates for the new version.

#Upgrading from < 0.2

If you are upgrading from a version before 0.2, there are additional steps required due to breaking changes.

#Step 1. Update Package & Publish Assets

composer require venturedrake/laravel-crm
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="migrations"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="config"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="assets" --force
php artisan migrate

#Step 2. Delete Previously Published Views

Remove the old package views that were published to your application:

rm -rf resources/views/vendor/laravel-crm

#Step 3. Update User Model

Add the HasCrmAccess, HasCrmTeams and HasRoles traits to your App\User model:

use Spatie\Permission\Traits\HasRoles;
use VentureDrake\LaravelCrm\Traits\HasCrmAccess;
use VentureDrake\LaravelCrm\Traits\HasCrmTeams;

class User extends Authenticatable
{
    use HasRoles;
    use HasCrmAccess;
    use HasCrmTeams;

    // ...
}

See the Installation guide for full details on user model setup.

#General Upgrade Tips

• Back up your database before upgrading to any new version.
• Review the changelog for breaking changes and new features.
• Clear caches after upgrading:

php artisan cache:clear
php artisan config:clear
php artisan view:clear

• Run tests to ensure your customisations still work with the updated package.