Contact person: Upgrade Perfex CRM (v2.8.4 & v2.9.3) to Latest Version with Customizations

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Location: Riyadh, Saudi Arabia

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Introduction

I currently have two versions of Perfex CRM:

Version 2.8.4

Version 2.9.3

Both versions have been heavily customized in several core areas. I now require an upgrade of these versions to the latest stable release of Perfex CRM, while ensuring that all existing customizations are preserved and continue to function correctly.

Scope of Work
1. Required Upgrades

Upgrade versions 2.8.4 and 2.9.3 to the latest stable release of Perfex.

Merge the new updates introduced in the official release with my custom developments.

2. Existing Customizations to Be Preserved

Projects (Custom Projects Section):

A new projects section has been created with independent database tables.

All official Perfex project updates must also be applied to this custom projects section.

Any integrations available for the core projects (Invoices, Tasks, etc.) must also be available for the custom projects section.

Tasks:

A duplicated tasks module has been created with different information, while still using the same tasks table.

Tasks have also been linked to the new custom projects section.

These task customizations and relationships must be preserved.

Invoices:

In the default system, invoices can be linked to projects.

A custom enhancement allows invoices to also be linked to the new custom projects section.

This integration must continue to work seamlessly after the upgrade.

Clients:

Modifications have been made to the clients table (additional fields/customization).

These changes must be preserved while merging any new updates from the latest release.

Other Custom Enhancements:

Additional database and functionality changes (to be detailed at project initiation).

3. Upgrade Requirements

Perform a diff and code analysis between the customized versions and the official releases.

Refactor customizations where possible into independent Modules/Hooks to minimize future conflicts.

Implement Database Migrations to ensure data integrity and proper schema updates.

Conduct full testing in a staging environment with a cloned database before production deployment.

Provide comprehensive documentation of the upgrade process and a Rollback Plan in case of issues.

4. Git-Based Version Control & Deployment

The entire project must be managed using Git for proper version control.

Customizations should be maintained in a separate branch, while official releases are tracked in another branch.

For new Perfex releases:

Fetch the latest official release.

Perform a merge or rebase with the customization branch.

Resolve conflicts systematically.

Develop a deployment mechanism to update all sites running Perfex from the Git repository.

Submodules or deployment scripts may be used for multi-site updates.

A CI/CD pipeline is preferred to run automated tests and database checks before deploying to production.

Expected Deliverables

A fully upgraded Perfex CRM system running on the latest official release.

Preservation of all existing customizations (custom projects section, tasks, clients, invoices, and other integrations).

Full compatibility with the new official features.

A Git-based deployment workflow to manage multiple Perfex installations.

Documentation package including:

Details of merged customizations.

Step-by-step upgrade guide.

User Acceptance Testing (UAT) checklist.

Rollback plan.

Additional Requirements

Follow best development practices (Git, Modules, Hooks).

Provide a clear project timeline and delivery milestones.

Submit a proposal including:

Estimated cost.

Estimated time to complete.

Work plan and methodology." (client-provided description)