Guide to Install an Use Data Builder for Perfex CRM

Restful API & GraphQL for Perfex CRM

RESTful API & GraphQL — Developer Documentation

TASKS IN PROGRESS

Features processed and integrated in version 2.2.0

- (No tasks in progress)

TASKS COMPLETED (PENDING RELEASE)

- (No completed tasks)

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 2.2.0 (April 27, 2026)

NEW

- Added free companion module "API Data Builder Sample" to help developers quickly reference and integrate REST API & GraphQL with Data Builder. Source: https://github.com/PolyXGO/api_data_builder_sample (April 26, 2026)
- OWASP Security Headers: All API responses now include X-Content-Type-Options (nosniff), X-Frame-Options (DENY), Referrer-Policy, and X-XSS-Protection (0) headers. (April 26, 2026)
- HTTP Cache Control: All API responses include Cache-Control: no-store and Pragma: no-cache to prevent proxy/browser caching of dynamic CRM data. (April 26, 2026)
- Auth Test Endpoint: GET /api/v1/auth/test — Validates API token and returns connection metadata (token name, scopes, tables count, server time) without exposing CRM data. Designed for Zapier, Make.com, and n8n connection setup. (April 26, 2026)
- Polling Support (?since=): All list endpoints (GET /api/v1/{resource}) now accept a ?since=ISO8601 parameter to filter records by creation/modification timestamp. Auto-detects Perfex CRM timestamp columns (dateadded, datecreated, etc.) and returns results sorted newest-first. Enables polling triggers for automation platforms. (April 26, 2026)
- Endpoint Registry: Auth Test and ?since= parameter now appear in API Explorer sidebar and Public API Docs. (April 26, 2026)
- Template Catalog — Client Reports: New category with 5 ready-to-use report templates designed for automated weekly/monthly client reporting via API or PDF export. Includes Weekly Project Maintenance Summary, Tickets This Week by Client, Timesheet Summary by Project & Staff, Monthly Tasks Completed by Project, and Ticket Resolution Summary by Client. (April 27, 2026)
- Formatter — Task Priority: New task_priority formatter converts numeric priority values (1–4) to human-readable labels (Low, Medium, High, Urgent) using Perfex's native task_priority() helper. Available in Builder dropdown for any priority field on task tables. (April 27, 2026)
- Formatter — Payment Mode: New payment_mode formatter resolves payment mode IDs to their display names via static-cached DB lookup (single query per request). Auto-detected for paymentmode fields. Applied to Daily Sales by Item template. (April 27, 2026)

CHANGED

- Db_api_response: Added _set_standard_headers() method called from success(), error(), and from_context() — single point of control for all response headers. (April 26, 2026)
- QueryBuilderTrait: Added _apply_since_filter() method for shared polling timestamp logic across Db_resources and Db_tables controllers. (April 26, 2026)
- Db_api_base: _parse_query_params() now includes 'since' parameter in the returned array. (April 26, 2026)
- EndpointRegistryBuilder: GET list endpoints now document 'since' as an available query parameter. (April 26, 2026)
- my_routes.php: Added api/v1/auth/test route before wildcard patterns. (April 26, 2026)
- EndpointRegistryBuilder: GET list endpoints now document 'since' as an available query parameter. (April 27, 2026)
- Template_catalog_model: sync_catalog_templates() now updates existing system templates (tables_required, config_json, description) instead of skipping them, ensuring preset file changes propagate to the database on next page load. (April 27, 2026)

FIXED

- API Token Form: Fixed JavaScript SyntaxError ("Unexpected end of input") on /admin/data_builder/api_tokens/form caused by missing IIFE closure `})();`. Cascaded failures: toggleAllPerms undefined (Check All checkboxes), #tablePermFilter unresponsive, HMAC toggle non-functional. (April 26, 2026)
- ResourceNameResolver: Fixed payments resource mapping from non-existent 'tblpaymentsrecords' to the actual 'tblinvoicepaymentrecords', which caused 403/404 on GET /api/v1/payments. (April 26, 2026)
- AuthGateMiddleware: Moved raw_body caching (php://input) before AdminSessionBypass early-return. GraphQL endpoint received null raw_body under session bypass, causing "Empty Body" (400) on POST /api/v1/graphql. (April 26, 2026)
- Template Catalog: Fixed non-existent table reference tblstaff_tasks → tbltask_assigned in Monthly Tasks Completed by Project template. Fixed JOIN order (tbltask_assigned before tblstaff) to prevent "Unknown column" SQL error. (April 27, 2026)

Version 2.1.0 (April 26, 2026)

NEW

- Outbound Webhook Dispatcher with Pluggable Channel Architecture. (April 4, 2026)
- WebhookEventBus: fires events on REST and GraphQL Create/Update/Delete operations. (April 4, 2026)
- ChannelRegistry: extensible adapter registry (built-in: HTTP/cURL with HMAC-SHA256). (April 4, 2026)
- FieldMapper: per-subscription field include/exclude/rename transformations. (April 4, 2026)
- Admin UI for managing webhook subscriptions, testing, and viewing delivery logs. (April 4, 2026)
- Webhook delivery audit log with response codes and timing. (April 4, 2026)
- Automatic sensitive column redaction on outbound payloads. (April 4, 2026)
- Hook `data_builder_register_webhook_channels` for third-party channel registration. (April 4, 2026)
- Support dynamic relative date macros in WHERE conditions: {{CURDATE}}, {{CURDATE-7}}, {{CURDATE-30}}, or custom {{CURDATE-n}}, {{CURMONTH-n}}, {{CURYEAR-n}}. (April 20, 2026)
- Add "Save as New" filter button in Runtime Data View for easier filter duplication. (April 20, 2026)
- Customizable Header/Footer branding ("Powered by...") on Public Chart pages via Settings. Defaults to Company Name and Main Domain. (April 20, 2026)
- Add "Set as Default Filter" checkbox when saving filters. The selected filter will be automatically applied when loading the report in both Admin and Public views. (April 20, 2026)
- Add Toggle Chart visibility button to both Admin and Public views for better focus when viewing large data tables. (April 20, 2026)
- Add "Set as Default Filter" checkbox when saving filters. The selected filter will be automatically applied when loading the report in both Admin and Public views. (April 21, 2026)
- Add Toggle Chart visibility button to both Admin and Public views for better focus when viewing large data tables. (April 21, 2026)
- New report template: "Daily Sales by Invoice Item" — one-click report setup to track daily sales breakdown by item description, with client name, sales agent, payment mode, and line-item amounts. (April 21, 2026)
- New report template: "Daily Invoice Payment Records" — one-click report setup to view today's payment collections with client name, invoice number, sales agent, payment mode, and amount. Auto-filtered by current date with grand total. (April 21, 2026)
- Add "Minute" and "Hourly" options to the Chart Period selector, allowing detailed intraday data visualization for reports like Invoice Payment Records. (April 21, 2026)
- Add new seasonal report templates for comprehensive sales breakdown: "Month Sales by Invoice Item", "Q1/Q2/Q3/Q4 Sales by Invoice Item", and "H1/H2 Sales by Invoice Item". (April 21, 2026)
- Extends dynamic date macros to support strict range matches for: {{CURYEAR_Q1}} through {{CURYEAR_Q4}}, {{CURYEAR_H1}}, and {{CURYEAR_H2}}. For other timeframes, custom WHERE conditions can be used to filter desired periods. (April 21, 2026)

CHANGED

- Improve Template Groups layout to intuitively display templates in a nested format. (April 20, 2026)
- Support deleting custom templates. (April 20, 2026)
- Support drag-to-zoom and drag-to-pan interactions for charts. (April 20, 2026)
- Optimize Public Chart page layout for better chart visibility. (April 20, 2026)
- Remove hardcoded ORDER BY / Sorting constraints when creating reports, allowing dynamic datatable sorting. (April 20, 2026)
- Secured embedded public filters by restricting frontend payloads to pre-saved Server-side Filter IDs, preventing arbitrary query modifications. (April 20, 2026)
- Secured embedded public filters by restricting frontend payloads to pre-saved Server-side Filter IDs, preventing arbitrary query modifications. (April 21, 2026)
- Whitelist error dialogs (Preview Data / Preview SQL) now render translated instruction text as clickable HTML with direct link to Settings page, instead of stripping HTML and showing plain text. (April 21, 2026)
- Enhanced join engine to support Invoice Items and Expense-linked Invoices for flexible custom report building via the Visual Builder. (April 21, 2026)
- Template whitelist validation: when loading a preset template, the builder now checks if all required tables are available. If any are missing, a warning dialog lists them with a direct link to Settings. (April 21, 2026)

FIXED

- Fix data table synchronization issues between Admin reports and Public Charts (e.g. missing column totals). (April 20, 2026)
- Fix missing currency symbols in the Public Chart data table. (April 20, 2026)
- Fix whitelist instruction not displaying properly in error dialogs when using non-whitelisted tables. (April 21, 2026)

Version 2.0.1 (April 1, 2026)

NEW

- Comprehensive "Testing with Postman" guide in the Public API Docs. (April 1, 2026)
- Intelligent sample data formatting for Postman Collection exports, automatically recognizing column types for realistic Request Bodies. (April 1, 2026)
- Dynamic GraphQL Template generator built into the API Explorer and Public Docs, supporting automatic query and mutation creation to simplify integration development. (April 1, 2026)
- "Testing with OpenAPI" documentation section with download link, Swagger UI / Insomnia import guides, and step-by-step ChatGPT Custom GPT Actions integration. (April 1, 2026)
- Real-world use case gallery for AI-powered CRM analysis (data analysis, project status, client insights, unpaid invoices, revenue reports, AI reports). (April 1, 2026)
- Multi-language HMAC code samples (PHP, Node.js, Python, cURL) with copy-to-clipboard in the Authentication section. (April 1, 2026)
- Automated HMAC pre-request script embedded in both Postman Collection exports (Public Docs + API Explorer) with `hmac_secret` collection variable. (April 1, 2026)
- Integrated "Toggle All" functionality for managing Allowed Tables. (April 1, 2026)
- Implemented per-token HMAC signature toggles for granular security control. (April 1, 2026)

FIXED

- Resolved blank URL issues in Postman Collection v2.1 export by structuring URLs with `{{baseUrl}}` integration. (April 1, 2026)
- Query parameters (page, per_page, sort, fields, filter) now correctly display in the Postman Params tab as optional inputs. (April 1, 2026)
- Fixed OpenAPI YAML export producing invalid `responses` format (sequences instead of status-code mappings) caused by PHP `array_merge()` re-indexing numeric-string keys; replaced with `+` operator. (April 1, 2026)

Version 2.0.0 (March 30, 2026)

NEW

- Public blank chart view for embedding via iframe. (March 20, 2026)
- Report groups: organize independent reports into tabbed navigation. (March 20, 2026)
- Custom filter presets per report view for conditional data display. (March 20, 2026)
- Column-level aggregation row (sum, avg, count) at report table footer. (March 20, 2026)
- Visual charts with date comparison (daily/weekly/monthly/quarterly/yearly). Supported types: Bar, Line, Area, Doughnut, Radar, Bubble, Combo (Bar+Line), Pie, Scatter, Stepped Line, Point-styling, Interpolation. (March 20, 2026)
- REST API: versioned read-only endpoints (/v1/) for querying Perfex CRM tables and Data Builder views; supports filtering, sorting, field selection, and cursor pagination with HATEOAS links. (March 20, 2026)
- GraphQL API: single-endpoint querying with query depth and complexity controls; auto-generated schema per table and view; introspection restricted to admin explorer context. (March 22, 2026)
- GraphQL Mutations: full CRUD via GraphQL (create, update, delete) with auto-generated InputObjectTypes, primary key detection, write scope enforcement, and security column exclusions. Compliant with GraphQL Spec §6.3.1. (March 22, 2026)
- API Tokens: scoped access keys (tables/views/GraphQL); IP allowlist (CIDR), domain allowlist, per-token rate limiting, optional HMAC request signing, and configurable expiry. (March 20, 2026)
- 7-stage security middleware pipeline (DDoS shield, CORS, Admin Session Bypass, auth, rate limiter, scope verifier, request logger); all errors returned as RFC 9457 Problem Details. (March 20, 2026)
- Admin Session Bypass (middleware): allows authenticated Perfex admins to call the API from within the same site (API Explorer sandbox) without a Bearer token. Governed by a configurable setting (data_builder_api_admin_session_bypass); verifies admin session + same-site Origin/Referer/XHR dynamically via base_url() — no hardcoded values. (March 22, 2026)
- API Explorer: endpoint browser, live sandbox, code generator (cURL/JS/PHP/Python), Postman v2.1 and OpenAPI 3.0 export. (March 20, 2026)
- Public blank chart view for embedding via iframe. (March 14, 2026)
- Report Export / Import JSON: portable report definition workflow for backup, sharing, and migration between environments. (March 27, 2026)
- Report Templates for no-SQL users: pre-built templates plus "Save as Template" to speed up report creation without SQL. (March 27, 2026)
- Template Group management: organize templates by business domains; useful when systems include extra tables from third-party modules. (March 27, 2026)

CHANGED

- Chart.js upgraded to 4.5.0, locally integrated. (March 15, 2026)
- Data Builder settings moved to Perfex core (Setup -> Settings -> Data Builder). (March 18, 2026)

Version 1.0.0 (March 10, 2026)

NEW

- Release version

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