=== Sales Workspace ===
Contributors: mairaforesto
Tags: quote, quotes, crm, clients, products
Requires at least: 6.0
Tested up to: 7.1
Requires PHP: 7.4
Stable tag: 1.1.6
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

A simple quote and sales workspace for managing clients, products and quote documents inside WordPress.

== Description ==

Sales Workspace gives small businesses, freelancers and sales teams a practical place to manage everyday sales and quote work inside WordPress.

Instead of jumping between spreadsheets, notes and disconnected files, you can keep your clients, products and quote documents organized from the same admin area you already use.

The free plugin focuses on the essentials: a simple CRM-style client list, a lightweight product catalog and quote documents you can create, edit, view and print.

= What you can do with the free plugin =

* Manage clients with company/name, email, phone, tax ID, location, payment details and notes.
* Search and organize your client list from WordPress, including sales rep assignments.
* Create and maintain a basic product catalog.
* Add product name, price, category and active/inactive status.
* Create quote documents connected to clients and products.
* Edit quantities, prices, totals and internal quote details.
* View, print or save quote documents from the browser.
* Give sales reps a dedicated portal role with access limited to their assigned work.
* Use a dedicated sales portal login without replacing the normal site login for customers or other WordPress users.
* Start from English source strings and use standard WordPress translation catalogs for localized interfaces.
* Use the WooCommerce store currency when available, with USD as the neutral fallback for sites without WooCommerce.
* Keep the workflow simple, fast and easy to understand.
* Use the plugin without artificial limits on clients, products or quotes.

= Built for real sales work =

Sales Workspace is designed for people who need a useful quote and sales tool, not a bloated platform.

It is a good fit for:

* Web agencies that prepare quotes for clients.
* Local businesses that sell products or services by quotation.
* Freelancers who want a cleaner sales workflow inside WordPress.
* Small teams that need a shared place for clients, products and quotes.
* WooCommerce site owners who want a more sales-focused workspace around their catalog and customers.

= Why this plugin is different =

Many CRM plugins are too complex for small teams. Sales Workspace keeps the free experience focused on the quote workflow that matters most:

* Add the client.
* Add or select products.
* Create the quote.
* Review the total.
* Print or save the document.
* Keep the record inside WordPress.

No unnecessary setup. No artificial free limits. No complicated onboarding.

= Optional Pro add-on =

Sales Workspace Pro is an optional separate add-on for teams that need advanced sales tools.

The Pro add-on is intended for teams that need more advanced workflows, such as enhanced quote actions, custom branding, professional printable documents, CSV import/export, WooCommerce-connected product workflows, product images, sales rep tools, client assignment tools, WhatsApp/email sharing and sales team reporting.

The free plugin remains fully functional for basic clients, products and quotes management.

= External services =

The free plugin does not connect to external services automatically and does not send your site data to third-party services for its core functionality.

The admin banner includes an optional **Suggestions** button. It opens the administrator's email client with a message addressed to `suggestions@calliope.com.ar`. The plugin does not send suggestion emails automatically from your server.

Quote sharing buttons may open WhatsApp Web (`https://api.whatsapp.com/`) or Gmail (`https://mail.google.com/`) in the administrator's browser when the administrator chooses to share a quote. The plugin only builds the link with the quote text selected by the administrator; it does not send the message automatically and does not contact those services in the background.

== Installation ==

1. Upload the plugin folder to `/wp-content/plugins/`, or install it from the WordPress Plugins screen.
2. Activate **Sales Workspace**.
3. Open **Sales Workspace** in the WordPress admin menu.
4. Add your first client.
5. Add products or services.
6. Create your first quote.

== Frequently Asked Questions ==

= Does the free plugin have limits for clients, products or quotes? =

No. The free plugin does not add artificial limits for basic clients, products or quotes.

= Is Sales Workspace limited to Spanish-speaking or Argentine sites? =

No. English is the source and default interface language. Other languages are loaded through the standard WordPress translation system. New records use the WooCommerce store currency when available (USD otherwise), site-local date and time formats, a neutral 0% default tax rate, and country-neutral WhatsApp phone handling. Developers can adjust regional defaults with the `calliope_sales_workspace_default_currency`, `calliope_sales_workspace_default_tax_percent`, and `calliope_sales_workspace_whatsapp_phone` filters.

= Can I use it without WooCommerce? =

Yes. The free plugin can be used as a standalone sales workspace inside WordPress.

= Can I print or save a quote as PDF? =

Yes. Quotes include a browser-based view/print screen. You can print the document or save it as PDF using your browser.

= Does the free plugin require an external service? =

No. The free plugin works inside WordPress and does not require external services for its core functionality.


= Does the Suggestions button send data automatically? =

No. The button only opens the administrator's email client with a prefilled address. The site does not send the suggestion automatically.

= Is there a Pro version? =

Yes. Sales Workspace Pro is a separate optional add-on for advanced quote and sales workflows. The free plugin remains fully usable on its own.

= Who is this plugin for? =

It is built for small businesses, freelancers, agencies and sales teams that want a simple way to manage clients, products and quote documents inside WordPress.

== Changelog ==

= 1.1.6 =
* Fix: Localized shared quote quantities using the WordPress number format instead of forcing a comma decimal separator.
* Fix: Centralized country-neutral WhatsApp phone normalization so Base and Pro use the same filter and validation rules.
* Fix: Completed the Spanish sales rep welcome email translation.

= 1.1.5 =
* Compatibility: Tested with WordPress 7.1 and PHP 7.4 through 8.5.
* Security: Centralized quote ownership checks and hardened CSV exports against spreadsheet formula injection.
* Security: Added bounded XLSX worksheet parsing and invalid-column protection.
* Fix: Stopped the sales portal from replacing login/logout redirects for unrelated WordPress and WooCommerce users.
* Fix: Preserved special characters in passwords and corrected portal redirect encoding.
* Fix: Replaced unreliable request readers across login, clients, products, quotes, sales reps, settings and synchronization screens.
* Fix: Allowed authorized Sales Workspace Pro actions to reach their handlers for sales reps.
* Fix: Corrected the printable quote discount column, which previously repeated the tax percentage.
* Fix: Made exported English client CSV headers importable again.
* Internationalization: Made admin, client, product, quote and printable document labels translatable from English source strings.
* Internationalization: Removed Argentine-only defaults from new records; currency now follows WooCommerce or USD, tax defaults to 0%, dates follow the site locale, and WhatsApp no longer prepends Argentina's country code.

= Version 1.1.2 =
* Refined the Sales Workspace visual identity across admin screens, fixed the WordPress menu icon, reduced the hero logo size, removed the repeated hero kicker, and aligned remaining green accents with the new cyan/blue palette.

= Version 1.1.1 =
* Updated admin branding, banner logo, menu icon, and visual color palette for the Sales Workspace identity.

= 1.1 =
* Release: Updated the WordPress.org contributor username.
* Readme: Shortened the short description to stay under the repository limit.

= 1.0.35 =
* Compatibility: Tested with WordPress 7.0.
* Maintenance: Removed the manual plugin textdomain loader for WordPress.org compatibility.
* Improvement: Added file-based cache busting for login and print assets.
* Improvement: Moved print document actions into an enqueued JavaScript file.
* Improvement: Replaced inline admin confirmation handlers with enqueued JavaScript.
* Readme: Clarified optional WhatsApp and Gmail sharing links.

= 1.0.34 =
* Replaced the dashboard suggestions form with a safer mailto Suggestions button in the admin banner.
* Removed server-side suggestion email handling to avoid mail configuration errors.
* Updated bundled translation files for the Suggestions button.

= 1.0.33 =
* Updated the free dashboard metrics to show approved quote amount instead of closed sales.
* Kept Pro closed-sale reporting intact when the Sales Workspace Pro add-on is active.

= 1.0.32 =
* Added plugin and author URLs so the CalliopeWP author link points to the official CalliopeWP website from the WordPress plugins screen.

= 1.0.31 =
* Added documentation and support buttons to the admin banner.
* Added a dashboard suggestions form using WordPress mail.
* Reworked the dashboard metric layout and added a bottom review reminder.
* Updated bundled translation files for the new admin strings.

= 1.0.29 =
* Replaced the WordPress admin menu dashicon with the Sales Workspace brand icon.

= 1.0.28 =
* Updated the public plugin title to Sales Workspace and improved quote-focused wording for WordPress.org discovery.

= 1.0.27 =
* Fix fatal error when rendering/editing quote share details caused by the missing budget status label helper.

= 1.0.24 =
* Improved the WordPress.org readme for clearer positioning and better discovery.
* Refined the optional Pro add-on messaging to avoid overpromising unavailable report modules.

= 1.0.23 =
* Fixed Spanish translation encoding so accented characters display correctly.

= 1.0.22 =
* Added packaged Spanish translations for es_ES and es_AR.

= 1.0.21 =
* Cleaned prefixed variable names in admin views.

= 1.0.20 =
* Improved WordPress Plugin Check compatibility.

= 1.0.13 =
* Hide the optional Pro add-on presentation when Sales Workspace Pro is already active.

= 1.0.12 =
* Free scope cleanup for basic clients, products, and quotes.
* Removed visible advanced workflows from the free admin screens.
