3.x #68
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3.x #68
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add comprehensive data import system for crm migration: - import center page with quick import, history, and migration wizard tabs - excel to csv conversion via phpspreadsheet - importers for companies, people, opportunities, tasks, and notes - duplicate handling strategy with user choice (skip/update/create) - custom fields integration via weakmap storage - migration batch tracking for multi-entity imports - dependency enforcement (companies before people, etc) - failed rows download for error recovery
- redesign entity cards with cleaner hover states and visual hierarchy - simplify import tips section with minimal bullet styling - improve step progress indicator with connecting lines - refine entity selection cards with subtle borders and transitions - add collapsible progress section in migration wizard step 2 - update completion step with success icon and cleaner summary - add pointer-events-none to icon containers to prevent click issues
- conditionally show logo only on guest pages (login/register/forgot) - fix svg overflow in logo container causing invisible clickable area - change sidebar nav overflow from visible to hidden
- keep brandName for page title display - use empty logo view for authenticated pages - show full logo only on guest pages
- only mark as stuck if processing actually started then stopped - show pending when processed_rows is 0 regardless of total_rows - update test to expect pending for old unprocessed imports
remove MigrationBatch model, factory, migration and migration_batch_id column as they provided no user-facing value - batch data was tracked but never displayed clean up MigrationWizard by removing unused methods (recordImportComplete, getRecentImports) and batch-related code while preserving wizard functionality simplify ImportCenter by removing dead getImportAction and getHeaderActions methods, and simplify hasImportJobFailed from 4 complex queries to 1 remove 9 batch-related tests that no longer apply, update remaining tests
- extract HasImportEntities trait for shared entity configuration - fix PeopleImporter to respect duplicate handling strategy - remove unused CreationSource import from BaseImporter - delete unused column_mappings/duplicate_strategy migration - simplify MigrationWizard with collect() helpers - remove redundant getEntityTypes() alias method
…nd enhancing readability
…in import preview
Feature/import wizard error filter
Track unique new company names during import preview processing. Shows count of companies that will be created when importing People/Opportunities with company references. - Add newCompanies property to ImportSessionData - Accumulate unique new company names across chunks - Display new companies count in preview stats area - Remove per-row match badges (simplify UI)
…ning - Fix bug: enrichRowWithCompanyMatch was reading $row['id'] (person/opportunity ID) instead of $row['company_id'] (actual company ID) - Add hasMappingWarnings() to detect multiple warning conditions - Add hasCompanyNameWithoutId() to detect company_name without company_id mapping - Add getMappingWarningsHtml() to generate dynamic modal content - Extend existing warning modal to show both unique identifier and company warnings
Improvements
add intelligent date format detection that analyzes csv values to determine whether dates are iso, european (dd/mm), or american (mm/dd) format based on unambiguous evidence (values where day > 12). - add DateFormat and TimestampFormat enums with parsing support - add DateFormatResult dto for detection results with confidence - add DateValidator service for validating dates with format awareness - add date format detection to DataTypeInferencer - integrate date validation into CsvAnalyzer for date/datetime fields - add date format selector dropdown to review step ui - extend ColumnAnalysis with date format properties and helpers - extend ValueIssue with issue type for date ambiguity warnings
completely rewrites the import documentation to: - fix incorrect required fields (people: company_name is not required) - correct duplicate detection methods (only companies/people have non-id matching; opportunities, tasks, notes use id-only matching) - add comprehensive date format detection section explaining iso, european, and american formats with ambiguity handling - document company matching priority for people imports (id > domain > name) - simplify structure using tables instead of verbose prose - reduce file size by 40% while improving accuracy also fixes config/custom-fields.php to remove non-existent feature enum
add commonmark tableextension to markdown config so tables render as html instead of raw pipe-separated text also moves system_sections_enabled to disabled features in custom-fields
- Replace 5 overlapping docs with 4 focused guides - Add getting-started.md (actionable user onboarding) - Add developer-guide.md (streamlined technical docs) - Update api-guide.md with Coming Soon banner - Keep import-guide.md (already accurate) - Delete business-guide.md, quick-start-guide.md, technical-guide.md - Fix inaccuracies: auth is Jetstream not Fortify - Fix inaccuracies: Task/Note use morphToMany relationships - Remove non-existent keyboard shortcuts - Update config and icon mappings
3x/import wizard date formats
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