Epesi BIM Free & Open Source CRM / News: Recent posts

The second release candidate of epesi 2.0 is out. epesi 2.0 is a full rewrite of the CRM on Laravel and Filament, and this build adds languages and calendars and is faster.

New languages

• epesi now ships in 13 languages: Arabic, German, English, Spanish, Persian, French, Hebrew, Italian, Japanese, Polish, Portuguese, Russian and Chinese.
• Arabic, Persian and Hebrew display right-to-left.
• Many German, Russian, Chinese, Italian and Spanish interface terms were reworded.... read more

Epesi 2.0 RC1 is out. It is a from-scratch rewrite of Epesi on Laravel 12, Filament 5 and Livewire, and the first release candidate of the 2.0 line.

What's in it

• CRM recordsets: Companies, Contacts, Phone Calls, Tasks, Meetings, plus a calendar.
• Dashboard applets, messages, reminders, sticky notes and a priority list.
• Attachments, watchdog, follow-ups, and e-mail with Roundcube.
• Custom fields, field-level edit history, and row-level access rules.
• A module system with an Administration panel.
• Five languages: English, Polish, German, Spanish, French.
• An importer for data and edit history from an Epesi 1.x database.... read more

This release is a major release and addresses PHP 7.3 and 7.4 compatibility.
It contains mostly cosmetic changes, and new Admin Panel.

Enjoy,

Janusz Tylek
Epesi Team

Changelog

Fixed

• sql error in commondata
• copy patch for csv export params array to commondata to RB install
• csv exporting ascii translation
• get old link if exists for attachments
• sorting menu error if non array passed
• limit xss protection to utils_attachment
• add xss protection for notes in view and history mode
• check if mod_rewrite supported for RC multiwin support

Feature

• set watchdog applet title for better segregation
• file field email actionbar in leightbox... read more

Changelog

Fixed

• column visibility if no records (georgehristov)
• invalid "from" header in mails from epesi, missing name before email address
• timeless tasks deadline
• fixed xss vulnerabilities
• file attachments display (georgehristov)
• properly display overflow for dropzone file field (georgehristov)
• quickjump error
• avoid exception and display missing file text in case file hash not found
• fixed quick new records... read more

Changelog

Added

• File field available in RB
• Files panel for administrator
• Codeception for unit testing (Dev)
• Psy shell (Dev)
• Console command to create patch (Dev)

Fixed

• Allow attachments to be encrypted using openssl if mcrypt not installed (Dev)
• Notice for non well formated numeric values on php >= 7.0 (Dev)
• Using $this in non object on php >= 7.0 (Dev)
• Block cross-origin framing (Dev)
• Watchdog notify employees about phone calls
• Date display for empty value
• RB filter issue after refresh (Dev)
• Block the view of the record during add
• Issue with crits validation
• Update composer.json to work on windows (Dev)
• Checking add crits - restore original behavior
• Update get_element_by_array callback type - call with reference as argument (Dev)
• JS currency calculation method - issue occured when value was smaller than 0.1
• Update watchdog record access
• Update update_access - ignore 'grant' and 'restrict' ids - throw exception on non numeric id (Dev)
• Extend login audit hostname col length
• Description fields to allow use comma in quoted string
• Check if method exists in update.php script - for older versions of epesi (Dev)
• Renaming fields without DB entries (georgehristov)
• Add possibility to open multiple roundcube accounts
• Logged out user was still in the whoisonline applet
• Set default cache ttl to 24h (Dev)
• Quickjump feature (Dev)
• Improve RB search code (Dev)
• Commondata crits - return empty set if records not matched
• Set tray filters with fixed RB method
• Allow to override saved filter values
• Quickform row/column display templates
• Module create command - add version method to install (Dev)
• Session locking issue (Dev)
• Do not require linked fields in RBO select field (Dev)
• Module uninstall console command - fix messages (Dev)
• Display users online count (georgehristov)
• Next CSV export modification based on AJB comments (praski)
• Crits validation - add preg_quote
• Display callbacks with PHP code not working (Dev)
• QFfield callback with PHP code embedded calling (Dev)
• Issue with bbcode when callback is not callable (Dev)
• Issue with calendar when module with event handler has been disabled
• Set order of watchdog notifications... read more

Changelog

Added

• Allow to define fields to use as default record label
• Allow to assign multiple contacts to company by related field (georgehristov)
• New console commands:
  • create backups of db (mysql only) and files
  • enable all disabled modules at once
  • create module files (Dev)
• Show recordset caption and record id if label would be empty
• Show requirement of PHP gd library during installation... read more

This is a minor release to fix important issues. Most of the changes are PHP code fixes. It only uses one patch to fix recordset's caption, so it's pretty safe to update from 1.7.1 version.

We have dropped support for CRM/Assets module. If you're using it right now - don't worry, it will be working, but we won't update it's code anymore.

Changelog

• Fix birthday applet
• Fix RB search and sort for calculated and select fields
• Fix crits - allow to query by date field with LIKE operator
• Fix calendar event drags - revert to original position on invalid drop
• Fix tasks printout from calendar
• Remove unsupported CRM/Assets module
• Allow to block network update with .noupdate file or when .git exists
• Fix RB permission rules save on PostgreSQL
• Fix permission editor issue after editing rule
• Fix WhoIsOnline module installation
• Whitelabel integration fixes
• Fix Roundcube memcache
• Fix sending email with bug report - use files absolute path
• Fix tabbed browser - pick last tab if trying to select page out of range
• Fix Query Builder integration with QuickForm
• Allow to disable expandable rows per RB instance
• Add missing Exception class
• Reorganize installation files and modules installed by default... read more

A new version of EPESI has been released - 1.7.1 (20160127)

Important changes

• Fix agenda sort order
• Fix quick search - save categories selection
• Add japanese, chinese and korean font support to PDF printing
• Add activity report for each user as addon
• Fix access restrictions in RB queries using nested queries
• Remove update EPESI from /admin - replaced with update.php
• Update Roundcube to 1.1.4

Other fixes and improvements... read more

A new version of EPESI has been released - 1.6.5 (20150324)

This is a minor release to fix issues found in the last one.
Please update your installation.

Changelog and update instructions are available here.

Thanks for using EPESI!
EPESI team

A new version of EPESI has been released - 1.6.4 (20150316)

Here are the most important improvements:

• Set default customer for phonecalls, tasks and meetings
• Update ckeditor to the latest version
• Add option to export RB report to csv file
• Add filtering in RB for currency, integer and float fields
• Add resizable columns to GB (georgehristov)
• Add record info tooltips for every default linked label in RB
• Translate watchdog email notifications to user's language and improve template
• Confirm leaving edit form... read more

A new version of EPESI has been released - 1.6.3 (20150107)

This update fixes a lot of issues and brings new features.
Here are the most important improvements:

• Update RoundCube to 1.0.3
• Add desktop notifications for Shoutbox, Watchdog and Messenger modules (georgehristov)
• Allow to set custom caption for every field in RB
• Add related records concept to meetings, tasks and phone calls
• Add default currency concept... read more

http://sourceforge.net/projects/epesi/#reviews

We had to release a new package due to issues with birthday applet.

If you've already updated your installation to 1.6.2, then you can use Update EPESI option in /admin panel or just extract files from archive. No patches are applied, no significant changes - pretty safe operation.
All other than 1.6.2 installations - please refer previous news and perform standard update process - with backup, etc.... read more

A new version of EPESI has been released today - 1.6.2 (20141017)

The most important changes:

• Decrypt note in view - allows to enter crypted note from search
• Search file downloads just by token
• Index records for search without cron
• Fix blank index page issue
• Fix bad character at the bottom of the page
• Make display_as_row to wrap fields
• Improve module install failure message
• Reopen leightbox when error occured in a form - community contribution!
• Admin tools - add Update Manager to download updates
• New update script can extract ei (easy install) package. Details... read more

A new version of EPESI has been released today - 1.6.1 (20140913)

Most important changes:

• RecordBrowser - add ability to print any record
• RecordBrowser - save filters per user
• Set "Company Name" and "Tax ID" fields as unique
• Add field to select from multiple recordsets in RecordBrowser
• Allow negative integer numbers in RecordBrowser
• Add Cron Management to Administrator Panel
• Add Custom Recordsets tool to RecordBrowser
• Add time and timestamp fields to RB GUI admin
• Add ability to sort RB fields with drag n drop
• Add button to switch full toolbar in ckeditor
• Configurable edited_on field format in Attachments
• Allow to disable expandable rows in user settings
• Search improvements - optimization, set defaults, disable certain recordsets
• Update translations... read more

A new version of EPESI has been released today - 1.6.0 (20140710)

Changelog:

• New attachments based on RecordBrowser
• Add exception handling
• Fix Base/Print uninstall method
• Fix attachments when mcrypt module is not loaded
• Do not show files in attachments when note is not decrypted
• Add DEBUG_JS option for better js errors handling
• Add option to forbid autologin
• Add another admin access level to control ban and autologin
• Do not generate watchdog notification when user doesn't have view access to modified field
• Fix Roundcube rc_contactgroups reference
• Fix RecordBrowser's field tooltip for select and multiselect fields
• Fix Month View applet issue related to the daylight saving shift
• Fix new langpack rule issue.
• Remove duplicated codes from countries list and calling codes
• Move jump to id setting to database (remove function Utils_RecordBrowser::disable_jump_to_record)
• Add option to run update procedure from commandline interface
• Add maintenance mode
• Add Utils_CurrencyFieldCommon::parse_currency method
• Improve RB uninstall method to remove processing callbacks and others
• Add option to create mailto: links even when RoundCube accounts are set
• Time management for patches
• Allow patches to save some state and run from that place
• Update process reinvented to match new patches with restart

A new version of EPESI has been released today - 1.5.6 (20140305)

Changelog:

• Crypted notes
• New module to generate printouts
• Change cron mechanism
• Trigger error, when patch has failed during update
• Fix HomePage template installation
• Add mod_alias rules to show 404 on .svn and .git directories
• Set read-only attribute in commondata
• Fix access restrictions and use proper data directory in check.php script
• Fix logo file in Utils/FrontPage
• Properly sanitize language variable in setup.php script
• Fix get_access method to respect temporary user_id changes
• Fix icon in RecordBrowser for different template
• Extend session_id length
• Allow filtering of custom status in task applet
• Fix commondata edit form - do not allow to override values
• Remove unused code that caused performance issues in CRM/Filters
• Do not validate form in RB during soft submit
• Fix Related Notes company addon
• Fix module_manager to generate proper list of module requirements
• Fix some issues in reset pass script
• Fix TCPDF top margin when logo is set but it's hidden
• Update translations

A new version of EPESI has been released today - 1.5.5 (20140113)

Changelog:

• Fix recurrent meeting issue in Activities tab - Forum thread
• Fix "Paste company data" button - Forum thread
• Add option to use "Reply-to" header in SMTP settings
• Fix BBCode url matching
• Remove ckeditor's internal save button, that wasn't used
• Fix moving notes - some rare issue with directories
• Fix deleting files upon note removal
• Update RoundCube version to 0.9.5
• Fix dashboard's tab management
• Fix RecordBrowserReports column summary to not show last row doubled
• Fix wrong time and date in mobile view - Forum thread
• Add new possible Home Page - company of current user
• Check access when copying company data into contact
• Clean up include path
• Fix creating new contact - Forum thread
• Fix calendar event with duration less than 1h
• Several fixes for PostgreSQL engine
• Fix broken Contact's template (#2)
• Fix printing all records from RecordBrowser
• Fix watchdog email notifications (#3)
• Update translations

Take part in EPESI Programming Competition!

If you already know EPESI and tried to build a custom module or application
on top of EPESI CRM then please share your experience with us.
From all entries we will choose the best and most interesting cases and
award prizes:

1st place - $1,000 USD
2nd place - $500 USD
3rd place - $200 USD

All participants of the programming contest will be also evaluated for a
paid Internship position with the possibility of employment as a Web
Application Developer at Telaxus LLC (for interested participants).... read more

Important! This is a minor update to previously released version 1.5.4 rev. 11044

It includes all features and bugfixes as in original 1.5.4 version:

• bug fixes in RecordBrowser and Attachments
• change admin view for currencies
• do not report E_DEPRECATED errors - PHP 5.5.x deprecates some features used by Smarty templating engine
• RoundCube 0.9.4
• EPESI - RoundCube archiving fixes
• RoundCube imap cache fixes
• fix RecordBrowser's field edit error when param is empty
• use reply-to header as default when sending emails from EPESI
• fix time issues in mobile view - Forum thread
• improved CSV export... read more

A new version of EPESI has been released today - 1.5.4 (rev 11044)

Changelog:

• bug fixes in RecordBrowser and Attachments
• change admin view for currencies
• do not report E_DEPRECATED errors - PHP 5.5.x deprecates some features used by Smarty templating engine
• RoundCube 0.9.4
• EPESI - RoundCube archiving fixes
• RoundCube imap cache fixes
• fix RecordBrowser's field edit error when param is empty
• use reply-to header as default when sending emails from EPESI
• fix time issues in mobile view - Forum thread
• improved CSV export

A new version of EPESI has been released today - 1.5.3 (rev 10944)

• fix calendar month view in certain timezone configuration - http://forum.epesibim.com/viewtopic.php?f=6&t=1523&p=5959#p5959
• fix adding new record - rare issue
• add patch to create one of the ban variables - sometimes after installation admin could get error "undefined variable"
• fix template html for launchpad
• fix deprecated hook name in RoundCube EPESI plugin
• fix leightbox js issues
• fix searching for a lot of records
• sort meetings in activities tab
• fix issues with field names in record's history
• add filtering for currency field
• RBO - add set_style method for field definition, add get_access method to recordset
• fix add note from table view and record view - http://forum.epesibim.com/viewtopic.php?f=6&t=1760
• updated translations
• NEW archived messages threaded view
• change RoundCube account names display in applet
• fix RoundCube archive issues - http://forum.epesibim.com/viewtopic.php?f=6&t=1702

A new version of EPESI has been released today - 1.5.2 (rev 10766)

• Full version of CKEditor included.
• Fixed bugs:
  • commondata field created by user was causing error during search - Forum thread
  • tooltips in calendar events were broken - Polish forum thread
  • print browse mode of company or contact field didn't indicate record type.
• Icon of company or contact field has been changed to text indicator ([Company] / [Contact]) in some places. It's related to third bug listed above.

A new version of EPESI has been released today - 1.5.1 (rev 10757)

• A new version of CKEditor
• Fixed bug in Utils/Attachments - user was unable to edit note using Firefox.
  Now notes edit box is always on top of the notes.
• Updated translations