#Upgrade Guide

#Upgrading from 1.x to 2.x

Version 2.x is a major rewrite of the user interface and frontend stack. The backend API and model layer remain largely compatible.

#Breaking Changes

• UI stack: Bootstrap 4 + jQuery replaced with Tailwind CSS v4 + DaisyUI v5 + MaryUI
• Livewire: Upgraded from Livewire 2 to Livewire 3 or 4. All Livewire components have been rewritten.
• PHP requirement: Minimum PHP version is now 8.1 (was 7.3)
• Laravel requirement: Minimum Laravel version is now 10 (was 6)
• Views: All Blade views have been rewritten. If you published and customized views, you will need to re-apply customizations to the new templates.

#New Modules

• Chat — Live chat with embeddable visitor widget — see Chat
• Email Marketing — Campaign and template management with open/click tracking — see Email Marketing
• SMS Marketing — Campaign and template management via ClickSend — see SMS Marketing

#Step 1. Update Package

composer require venturedrake/laravel-crm

#Step 2. Publish & Migrate

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 3. Run the v2 Migration Helper

The package ships a one-shot command that backfills new 2.x columns, normalises existing data, and seeds new lookup tables required by the rewritten UI:

php artisan laravelcrm:v2

Run this once after migrating from a 1.x installation.

#Step 4. Update Permissions & Custom Fields

php artisan laravelcrm:permissions
php artisan laravelcrm:fields

#Step 5. Clear Caches

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

#Upgrading Within 2.x

Follow these steps when upgrading between 2.x releases.

#Step 1. Update the Package

composer require venturedrake/laravel-crm

#Step 2. Run the Update Routine

The laravelcrm:update command re-publishes config/migrations/assets, runs new migrations, and re-seeds permissions, labels, and custom fields in one step:

php artisan laravelcrm:update

If you prefer to run each step manually, the equivalent commands are:

php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="migrations"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="assets" --force
php artisan migrate
php artisan laravelcrm:permissions
php artisan laravelcrm:labels
php artisan laravelcrm:fields

#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.