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[Directory](/) 2. / 3. ashokdubariya/casms ActiveProject ashokdubariya/casms =================== Client Approval & Sign-Off Management System - A focused Laravel application for managing client approvals with version history and audit records. 00Blade Since Feb 4Pushed 3mo agoCompare [ Source](https://github.com/ashokdubariya/laravel-casms)[ Packagist](https://packagist.org/packages/ashokdubariya/casms)[ RSS](/packages/ashokdubariya-casms/feed)WikiDiscussions main Synced 1mo ago READMEChangelogDependenciesVersions (1)Used By (0) Client Approval & Sign-Off Management System ================================================ [](#client-approval--sign-off-management-system) 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A professional, self-hosted Laravel application for managing client approvals and sign-offs with version history, secure token-based access, and comprehensive audit trails. --- 📸 Application Screenshots ------------------------- [](#-application-screenshots) [![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/01-dashboard.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/01-dashboard.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/02-client-management.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/02-client-management.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/03-view-client.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/03-view-client.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/04-approval-requests.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/04-approval-requests.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/05-view-approval-requests.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/05-view-approval-requests.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/06-activity-history.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/06-activity-history.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/07-email-templates.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/07-email-templates.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/08-user-management.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/08-user-management.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/09-user-profile-management.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/09-user-profile-management.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/10-role-management.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/10-role-management.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/11-role-details.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/11-role-details.png)[![](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/12-edit-role.png)](https://raw.githubusercontent.com/ashokdubariya/laravel-casms/main/screenshots/12-edit-role.png)--- Table of Contents ----------------- [](#table-of-contents) - [What This Is](#what-this-is) - [What This Is Not](#what-this-is-not) - [Key Features](#key-features) - [Requirements](#requirements) - [Installation](#installation) - [Configuration](#configuration) - [Usage Guide](#usage-guide) - [Testing](#testing) - [Security](#security) - [Support](#support) - [License](#license) --- What This Is ------------ [](#what-this-is) A **focused approval tracking system** designed for: - Agencies managing client approvals - Freelancers tracking project sign-offs - Consultants requiring verifiable acceptance records - Service providers needing audit trails This system centralizes approval workflows, eliminates email-based approvals, and provides legally useful proof of client decisions. --- What This Is Not ---------------- [](#what-this-is-not) This is **NOT**: - A project management system - A CRM platform - An invoicing or payment solution - A time tracking tool - A messaging or collaboration suite - A task management system If you need those features, this product is not for you. This application is **deliberately focused** on approval workflows only. --- Key Features ------------ [](#key-features) ### Core Approval Management [](#core-approval-management) - Create approval requests with title, description, and version - Attach files, images, and URLs - Add internal team notes (never shown to clients) - Track approval status: Pending, Approved, Rejected ### Secure Client Access [](#secure-client-access) - Token-based approval links (no client login required) - Time-limited expiry (default: 7 days) - Single-use tokens prevent reuse - IP address and user agent tracking ### Approval Workflow [](#approval-workflow) - Clients approve with one click - Clients reject with mandatory feedback - Email notifications to team and clients - Reminder emails for pending approvals ### Audit & History [](#audit--history) - Immutable activity timeline - Complete approval lifecycle tracking - PDF export of approval proof - Search and filter approvals ### Team Management [](#team-management) - Admin and Team Member roles - Active/inactive user management - Permission-based access control --- Requirements ------------ [](#requirements) ### Server Requirements [](#server-requirements) - **PHP**: 8.2 or higher - **Database**: MySQL 5.7+ or MariaDB 10.3+ - **Web Server**: Apache or Nginx - **Composer**: 2.x - **Node.js**: 18.x or higher (for asset compilation, optional) ### PHP Extensions [](#php-extensions) - BCMath - Ctype - Fileinfo - JSON - Mbstring - OpenSSL - PDO - Tokenizer - XML - GD or Imagick (for PDF generation) --- Installation ------------ [](#installation) ### Step 1: Upload Files [](#step-1-upload-files) Extract the ZIP file to your web server directory: ``` /var/www/html/your-domain/ ``` ### Step 2: Install Dependencies [](#step-2-install-dependencies) ``` cd /var/www/html/your-domain composer install --no-dev --optimize-autoloader ``` ### Step 3: Environment Configuration [](#step-3-environment-configuration) Copy the example environment file: ``` cp .env.example .env ``` Edit `.env` and configure: ``` APP_NAME="Client Approval System" APP_ENV=production APP_DEBUG=false APP_URL=https://your-domain.com DB_CONNECTION=mysql DB_HOST=127.0.0.1 DB_PORT=3306 DB_DATABASE=your_database_name DB_USERNAME=your_database_user DB_PASSWORD=your_database_password MAIL_MAILER=smtp MAIL_HOST=smtp.mailtrap.io MAIL_PORT=2525 MAIL_USERNAME=your_mail_username MAIL_PASSWORD=your_mail_password MAIL_FROM_ADDRESS="noreply@your-domain.com" MAIL_FROM_NAME="${APP_NAME}" ``` ### Step 4: Generate Application Key [](#step-4-generate-application-key) ``` php artisan key:generate ``` ### Step 5: Run Migrations [](#step-5-run-migrations) ``` php artisan migrate --force ``` ### Step 6: Create Storage Symlink [](#step-6-create-storage-symlink) ``` php artisan storage:link ``` ### Step 7: Set Permissions [](#step-7-set-permissions) ``` chmod -R 775 storage bootstrap/cache chown -R www-data:www-data storage bootstrap/cache ``` ### Step 8: Create Admin User [](#step-8-create-admin-user) ``` php artisan tinker ``` Then run: ``` \App\Models\User::create([ 'name' => 'Admin', 'email' => 'admin@example.com', 'password' => bcrypt('secure-password'), 'role' => 'admin', 'is_active' => true, ]); ``` ### Step 9: Configure Web Server [](#step-9-configure-web-server) **For Apache (.htaccess included)**: Ensure `mod_rewrite` is enabled. **For Nginx**: ``` server { listen 80; server_name your-domain.com; root /var/www/html/your-domain/public; add_header X-Frame-Options "SAMEORIGIN"; add_header X-Content-Type-Options "nosniff"; index index.php; charset utf-8; location / { try_files $uri $uri/ /index.php?$query_string; } location = /favicon.ico { access_log off; log_not_found off; } location = /robots.txt { access_log off; log_not_found off; } error_page 404 /index.php; location ~ \.php$ { fastcgi_pass unix:/var/run/php/php8.2-fpm.sock; fastcgi_param SCRIPT_FILENAME $realpath_root$fastcgi_script_name; include fastcgi_params; } location ~ /\.(?!well-known).* { deny all; } } ``` ### Step 10: Access the Application [](#step-10-access-the-application) Navigate to: `https://your-domain.com` Login with the admin credentials created in Step 8. --- Configuration ------------- [](#configuration) ### Email Configuration [](#email-configuration) Configure email in `.env`: **For SMTP**: ``` MAIL_MAILER=smtp MAIL_HOST=smtp.gmail.com MAIL_PORT=587 MAIL_USERNAME=your-email@gmail.com MAIL_PASSWORD=your-app-password MAIL_ENCRYPTION=tls ``` **For Mailgun, Postmark, SES**: See [Laravel Mail Documentation](https://laravel.com/docs/11.x/mail) ### Approval Settings [](#approval-settings) Edit `config/approval.php`: ``` 'token' => [ 'expiry_days' => 7, // Token expiry in days ], 'attachments' => [ 'max_count' => 10, // Maximum attachments per approval 'max_file_size' => 20480, // Max file size in KB (20MB) ], ``` Or use `.env`: ``` APPROVAL_TOKEN_EXPIRY_DAYS=7 APPROVAL_MAX_ATTACHMENTS=10 APPROVAL_MAX_FILE_SIZE=20480 ``` ### PDF Configuration [](#pdf-configuration) PDF generation uses DomPDF. Customize in `config/approval.php`: ``` 'pdf' => [ 'orientation' => 'portrait', 'paper_size' => 'a4', 'company_name' => env('APP_NAME', 'Client Approval System'), ], ``` --- Usage Guide ----------- [](#usage-guide) ### Creating an Approval Request [](#creating-an-approval-request) 1. **Navigate to Dashboard**: Click "New Approval Request" 2. **Fill in Details**: - **Title**: Brief description (required) - **Description**: Detailed context (optional) - **Version**: e.g., v1, v2.1 (optional) - **Client Name**: Full name (required) - **Client Email**: Valid email (required) - **Internal Notes**: Team-only notes (optional) 3. **Add Attachments**: Upload images, documents, or add URLs 4. **Submit**: System generates secure approval link ### Sending Approval to Client [](#sending-approval-to-client) After creating an approval: 1. Copy the **secure approval link** 2. Email it to the client (or use built-in reminder feature) 3. Link expires in 7 days by default 4. Client can approve or reject (once only) ### Client Approval Process [](#client-approval-process) Clients receive a link and can: 1. **View** approval details and attachments 2. **Approve** with one click 3. **Reject** with mandatory feedback 4. No login or account required 5. Secure, single-use token ### Managing Approvals [](#managing-approvals) - **Filter**: By status, client email, or date range - **Edit**: Pending approvals only (completed are immutable) - **Send Reminder**: Nudge clients for pending approvals - **Regenerate Link**: Create new token if needed - **View History**: See complete audit trail - **Download PDF**: Export approval proof ### Admin Features [](#admin-features) Admins can: - Manage all users (create, deactivate) - Delete any approval request - Access all approvals (not just their own) --- Testing ------- [](#testing) Run the complete test suite: ``` php artisan test ``` ### Test Coverage [](#test-coverage) - **Feature Tests**: Full workflow testing - **Unit Tests**: Model logic and helpers - **Validation Tests**: Input sanitization - **Security Tests**: Token security, authorization, SQL injection prevention --- Security -------- [](#security) ### Token Security [](#token-security) - Cryptographically secure random generation (64 characters) - SHA-256 hashing with entropy - Single-use enforcement - Time-based expiry - IP and user agent tracking ### Authorization [](#authorization) - Laravel Policy-based authorization - Role-based access control (Admin, Team Member) - Active user enforcement - Owner-based approval access ### Data Protection [](#data-protection) - Immutable audit history - Internal notes isolation - SQL injection prevention - XSS protection via Blade templating - CSRF token validation ### Best Practices [](#best-practices) - HTTPS enforcement recommended - Strong password requirements - Session security - Input validation and sanitization --- Support ------- [](#support) ### Common Issues [](#common-issues) **Issue**: Emails not sending - **Solution**: Check `.env` mail configuration - Verify SMTP credentials - Check firewall/port blocking **Issue**: File upload fails - **Solution**: Check `upload_max_filesize` in `php.ini` - Verify storage permissions: `chmod 775 storage` **Issue**: Token link shows "expired" - **Solution**: Token expired (default 7 days) - Regenerate new link from approval details page **Issue**: 500 error after installation - **Solution**: Check storage permissions - Run `php artisan config:cache` - Check error logs: `storage/logs/laravel.log` --- Version History --------------- [](#version-history) ### v1.0.0 (January 2026) [](#v100-january-2026) - Initial release - Core approval workflow - Token-based client access - PDF export - Audit history - Email notifications - Comprehensive test coverage --- Credits ------- [](#credits) Built with: - [Laravel](https://laravel.com/) - PHP Framework - [Tailwind CSS](https://tailwindcss.com/) - Styling - [Alpine.js](https://alpinejs.dev/) - Interactivity - [DomPDF](https://github.com/barryvdh/laravel-dompdf) - PDF Generation --- **Thank you for choosing Client Approval & Sign-Off Management System!** ### Health Score 18 — LowBetter than 8% of packages Maintenance55 Moderate activity, may be stable Popularity0 Limited adoption so far Community6 Small or concentrated contributor base Maturity12 Early-stage or recently created project Bus Factor1 Top contributor holds 100% of commits — single point of failure How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window. **Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores. **Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement. **Maturity (30%)** — Project age, version count, PHP version support, and release stability. ### Community Maintainers ![](https://www.gravatar.com/avatar/f09ff3ec3fc22f4d87f788868b887484162170a1c44377ec74e23e45c217face?d=identicon)[ashokdubariya](/maintainers/ashokdubariya) --- Top Contributors [![ashokdubariya](https://avatars.githubusercontent.com/u/12961793?v=4)](https://github.com/ashokdubariya "ashokdubariya (2 commits)") ### Embed Badge ![Health badge](/badges/ashokdubariya-casms/health.svg) ``` [![Health](https://phpackages.com/badges/ashokdubariya-casms/health.svg)](https://phpackages.com/packages/ashokdubariya-casms) ``` PHPackages © 2026 [Directory](/)[Categories](/categories)[Trending](/trending)[Changelog](/changelog)[Analyze](/analyze)