Documentation

TASKS IN PROGRESS

Features processed and integrated in version 1.2.1

- (No tasks in progress)

TASKS COMPLETED (PENDING RELEASE)

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P/S: These features will be integrated to meet the needs of customers using the module and requiring integration within the system.

VERSION HISTORY

Version 1.2.0 (May 2, 2026)

UPDATED

- Implement interactive charts to display total revenue generated across all connected WooCommerce stores. (April 30, 2026)
- Add filtering capabilities to allow users to drill down and view revenue performance for specific, individual stores over customizable time ranges (daily, weekly, monthly). (April 30, 2026)
- Add visual reporting to track the total quantity of items sold over time. (April 30, 2026)
- Compare product volume performance across all stores simultaneously or filter by a specific store to monitor local sales trends. (April 30, 2026)
- Add detailed charts identifying which products are driving the most revenue. (April 30, 2026)
- View the "Best Sellers" globally across the entire network of stores, or isolate the data to see the top-performing products within a designated store. (April 30, 2026)
- Automatically normalize the revenue charts into the Perfex CRM base currency (based on exchange rates) for an accurate global revenue overview when managing stores in different countries. (April 30, 2026)
- Automatically update the WooCommerce order status (e.g., from 'Processing' to 'Completed') when the corresponding Perfex CRM Invoice is marked as 'Paid'. (April 30, 2026)
- Automatically generate a Credit Note or Expense in Perfex CRM when an order is marked as 'Refunded' in WooCommerce to keep the accounting books perfectly balanced. (April 30, 2026)
- Allow users to visually map custom WooCommerce checkout fields (e.g., VAT Number, Company Tax ID, Delivery Date) directly to Perfex CRM Client/Invoice Custom Fields. (April 30, 2026)
- Add a "View in WooCommerce" button on synced Orders or Invoices in Perfex CRM, allowing staff to click and open the exact order editing page directly in the WordPress backend. (Also includes deep dual-links directly inside the Customers and Orders datatables). (April 30, 2026)
- Sync the specific WooCommerce Coupon Codes used in an order and save them to the Perfex CRM Invoice notes or custom fields, enabling CRM users to track marketing campaign ROI. (April 30, 2026)
- Add inline quick statistics (Products, Categories, Tags, Orders, Customers) directly under the store name in the Stores datatable. (April 30, 2026)
- Integrate Webpack building pipeline to automatically minify CSS and JavaScript assets, significantly reducing load times and improving overall system performance. (April 30, 2026)

CHANGED

- Added a comprehensive log details modal that displays the complete Action, Message, and raw Request Payload data — greatly simplifying the debugging of WooCommerce webhooks and API synchronization issues. (April 30, 2026)
- Enhanced the Sync Logs datatable with an interactive "View" option. (April 30, 2026)

FIXED

- Resolved a 401 Unauthorized error in the webhook receiver where HMAC signatures were being strictly validated even if the store's "Use HMAC" setting was explicitly disabled by the administrator. (April 30, 2026)

Version 1.1.0 (April 26, 2026)

NEW

- Add toggle to enable or disable HMAC (query_string_auth) for WooCommerce REST API connection to improve compatibility with strict server environments. (April 24, 2026)
- Integrate Auto-Retry mechanism (Exponential Backoff) to automatically retry up to 3 times on server error or timeout during sync process. (April 22, 2026)
- Add validation to prevent duplicate stores with same URL to protect sync data integrity. (April 22, 2026)
- Integrate SweetAlert2 (v11) library to manage notification dialogs and synchronize UI/UX across module system. (April 22, 2026)
- Implement file-based locking mechanism with 15-minute failsafe timeout to prevent overlapping executions and race conditions in cronjob sync process. (April 22, 2026)
- Add invoice idempotency guard using exact adminnote signature match to prevent duplicate invoices on Clear Data and Resync scenarios. (April 22, 2026)
- Add client idempotency guard in order upsert flow: separate Lookup (email check) from Create (requires auto_create_client flag) to prevent duplicate Perfex Clients. (April 22, 2026)

CHANGED

- Update interaction method for "Clear Data" and "Delete Store" actions, using SweetAlert2 with native theme CSS classes instead of default browser confirm dialog. (April 22, 2026)
- Make WooCommerce API credentials (Consumer Key, Consumer Secret) optional during store editing to preserve existing keys without triggering strict form validation. (April 22, 2026)
- Preserve Perfex Clients and Invoices on store data clearing or deletion to maintain financial record integrity (Standard behavior). (April 22, 2026)

FIXED

- Eliminate incorrect status sync: Block abandoned draft orders (`checkout-draft` generated by WooCommerce Blocks) in both manual API fetch and Webhook flows. (April 22, 2026)
- Fix force-create client logic in Orders model that bypassed email deduplication and auto_create_client setting, causing duplicate Clients on resync. (April 22, 2026)

Version 1.0.0 (April 22, 2026)

NEW

- Release version (April 22, 2026)
- Real-Time Webhook Architecture: Instant zero-latency sync for Products, Orders, and Customers.
- Background Delta Cron Engine: Continuous automated data fetching with smart timezone resolution.
- Smart Auto-Invoicing: Automatically generate Perfex Invoices strictly for 'Completed' orders. Configurable per store.
- Silent Sync Protocol: Securely import customers. Generates hashed passwords and blocks native CRM welcome email spam.
- Multi-Store Management: Connect unlimited WooCommerce stores. Centralize control via single CRM dashboard.
- HMAC-SHA256 Security: Cryptographic webhook verification. Instantly block malicious payloads via strict routing.
- Guest Checkout Support: Auto-resolves guest orders via pseudo-client fallback. Guarantees uninterrupted invoice flow.
- High-Performance Server-Side UI: Lightning-fast Ajax datatables. Process 50,000+ records effortlessly without browser lag.
- Pseudo-Cron Debug Mode: Built-in local testing environment. Bypass Linux crontab limitations flawlessly.

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