Data Builder — Visual Reporting, REST API & GraphQL for Perfex CRM

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Notice: This Add-on capabilities as a module for Perfex CRM
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Create highly effective cross-module reviews in Perfex CRM — no SQL, only a visible builder for datasets, filters, and charts.
Rework Perfex CRM into an API-first platform with unified GraphQL and REST APIs for core Perfex CRM tables, customized datasets, reviews, and third-party module information.
Safe and scale your information workflows with granular permissions, tokenized entry management, and reusable API-driven information belongings.

Explorer now

• Dwell Demo:  Web site : https://databuilder.polyxgo.com/admin
• API Explorer & Documentation: https://databuilder.polyxgo.com/api_docs
• GraphQL Documentation: https://databuilder.polyxgo.com/api_docs#resource-graphql
• Public Chart Experiences Preview: https://databuilder.polyxgo.com/api_docs#charts

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Create cross-module reviews inside Perfex CRM with out writing SQL. Information Builder gives a visible editor for constructing customized datasets, reviews, report teams, filters, charts, and API-ready information views from a single interface.

Information Builder is a visible question builder, reporting engine, and API layer designed for Perfex CRM. It permits directors and workers to mix information from a number of CRM modules, construct reusable datasets, arrange reviews into tabbed teams, and expose these datasets by RESTful API and GraphQL with out manually writing SQL queries.

In lots of CRM environments, necessary information akin to purchasers, invoices, duties, initiatives, or customized module information resides throughout separate database tables. Information Builder addresses this limitation with a structured builder for becoming a member of tables, making use of limitless filter logic, producing report views, and publishing chart-ready outputs. Experiences and API entry are core options of the module, making it appropriate for each inside analytics and exterior system integrations.

Past inside reporting, Information Builder additionally helps unified GraphQL for Perfex CRM, RESTful API for Perfex, and full API for Perfex workflows in a single module. You may handle token-based entry, management CRUD permissions throughout core Perfex CRM tables and third-party modules, question customized report datasets from exterior functions, or publish public chart reviews and embed them through iframe on web sites, blogs, or different platforms.

Fast Begin

Observe these easy steps to construct a “Consumer Bill Report”:

• Go to Information Builder > Builder from the aspect menu.
• Kind “View Identify” as Consumer Invoices and “Route” as client-invoices.
• Choose Information:
  1. Search and add tblclients (Base Desk).
  2. Search and add tblinvoices. The system will auto-detect the be part of (tblclients.userid = tblinvoices.clientid).
• Design View:
  1. Drag firm discipline from tblclients to the canvas. Rename Alias to “Consumer Identify”.
  2. Drag whole and standing fields from tblinvoices.
• Filter: Click on “Add Filter” -> Choose tblinvoices.standing -> Operator = -> Worth 2 (Overdue).
• Preview: Click on the “Run Preview” button to see the information visually on display.
• Save: Click on “Save View”. Now you can entry this report at /admin/data_builder/runtime/view/client-invoices.

Core Options

1. Visible Builder & Dataset Editor

The builder interface is the core of the module. It helps groups create reusable views and datasets for reviews, charts, exports, and API consumption from one place.

• Drag & Drop Canvas: Intuitively organize your information columns.
• Concatenated Fields: Mix a number of database columns (e.g. First Identify + Final Identify) right into a single digital discipline with customized separators. Helps merging fields from completely different joined tables.
• Good Desk Search: Rapidly discover database tables by looking for their show title, inside system title (e.g., tblclients), or quick title. The module absolutely helps querying information from core Perfex tables in addition to any third-party module tables based mostly on the database schema.
• Discipline Administration: Rename columns with user-friendly Aliases. Toggle visibility to cover ID columns used just for becoming a member of/filtering.
• Dwell Preview: See the outcomes of your question in real-time as you design.
• Customized Dataset Views: Construct report-ready datasets that may be reused throughout reviews, charts, public views, and API requests.
• SQL-Free Workflow: Create structured reporting views with out handbook question writing, serving to groups transfer sooner whereas holding logic maintainable.

2. Relationship Supervisor

Information Builder means that you can be part of tables simply and construct broader reporting datasets throughout Perfex CRM and third-party modules.

• Auto-Detection: The engine scans database overseas keys and naming conventions (e.g. clientid -> userid) to recommend good joins.
• Customized Relations: Directors can outline customized relationships within the Desk Relations menu for tables that don’t share customary naming conventions.
• Be a part of Sorts: Assist for INNER JOIN (solely matching information), LEFT JOIN (all from left desk), and RIGHT JOIN.
• Third-Occasion Module Compatibility: Question and join tables created by exterior Perfex CRM modules based mostly on obtainable database schema.

3. Superior Question Logic, Filters & Aggregation

Create versatile reviews with detailed segmentation logic and abstract metrics.

• Filters: Visible UI for creating WHERE clauses. Supported operators embrace: Equals (=) / Not Equals (!=), Accommodates (LIKE), Higher Than (>) / Much less Than (<), Between, In Checklist (IN), and Is Null / Is Not Null. Simply mix a number of situations utilizing AND or OR logical operators.
• Customized Filter Presets: Save per-report filter presets for sooner switching between frequent report views and recurring evaluation situations.
• Limitless Filtering Logic: Apply as many customized situations as wanted for complicated report use instances throughout operational, monetary, or CRM exercise datasets.
• Aggregations & Grouping: Summarize your information utilizing SUM, COUNT, AVG, MIN, or MAX capabilities. Mix this with “Group By” to create abstract reviews.
• Column Aggregation Row: Add sum, avg, or rely calculations on the report footer for fast evaluation inside report tables.

4. Experiences, Report Teams & Charts

Information Builder turns saved views into organized reporting belongings for inside dashboards or public presentation.

• Report Views: Use customized datasets as report sources for operational monitoring, finance reporting, pipeline visibility, or customized enterprise evaluation.
• Report Teams: Arrange impartial reviews into tabbed navigation for cleaner analytics workflows and higher group usability.
• Date Comparability Charts: Evaluate day by day, weekly, month-to-month, quarterly, or yearly information developments immediately from saved datasets.
• Supported Chart Sorts: Bar, Line, Space, Doughnut, Radar, Bubble, Combo (Bar+Line), Pie, Scatter, Stepped Line, Level-styling, and Interpolation.
• Public Experiences & Teams: Publish chosen reviews or grouped analytics for exterior viewing with out requiring API integration.
• Iframe Embedding: Embed public chart views into web sites, blogs, touchdown pages, portals, or different methods by iframe.

5. Runtime Engine & Efficiency Layer

The runtime engine executes saved views securely and optimizes question execution for reviews, exports, charts, and API responses.

• Safety: All queries are constructed utilizing CodeIgniter’s Question Builder with strict whitelist validation to completely forestall SQL injection.
• Server-side Pagination: Ensures quick web page load instances even when scanning hundreds of thousands of database information.
• Server-Facet Question Caching: Advantageous-grained file-based question caching with configurable Cache TTL from the Admin Builder UI to scale back database queries to nearly zero.
• Centralized Cache Supervisor: A devoted administration dashboard to bulk allow, disable, or clear cache throughout all reviews with customizable TTL settings.
• Admin Drive Refresh: A safe, real-time “Clear Cache” button on each the admin UI and public embeds to fetch stay information on demand.
• Index Advisor: Clever analyzer which inspects customized JOINs, WHERE filters, and GROUP BY fields to recommend optimum SQL indexes.
• Interactive Embed Generator: Visually configure and generate responsive iframe codes with Chart/Desk toggles and Darkish Theme help.
• Export All CSV: Export the whole filtered outcome set immediately into CSV format, bypassing customary datatable pagination limits.
• Full Excel Export: Export full outcome units into professionally structured Excel (XLSX) spreadsheets.
• Public Clean Chart View: Devoted chart rendering view for light-weight public embedding situations.

6. Interactive Dashboards & Widgets

Create interactive dashboards from built-in role-based presets or construct absolutely customized dashboards from scratch utilizing a drag-and-drop widget format.

• Dashboard Presets: 5 premium built-in templates — CEO Overview, Finance Abstract, Advertising, Venture Supervisor, and Assist Middle — prepared to make use of immediately.
• Customized Dashboard Creation: Construct your personal dashboards from scratch, choosing which widgets and information views to show.
• Dashboard Switcher: Swap between dashboards immediately through dropdown. The system routinely remembers every person’s last-used dashboard.
• Widget Library: 4 extremely customizable widget sorts — Chart, DataTable, KPI Card, and Textual content/Notice.
• Chart Widget: Connect with any Information Builder view and show dynamic charts. Helps 7 chart sorts (Bar, Line, Space, Pie, Doughnut, Radar, Polar Space) switchable on-the-fly.
• Drag-and-Drop Structure: Rearrange widgets intuitively with configurable column widths for versatile grid layouts.
• Auto-Refresh: Mechanically refresh dashboard information at configurable intervals (1, 5, 10, or half-hour).
• Dashboard Sharing: Share dashboards with particular group members or roles utilizing granular permission controls.

GraphQL & API for Perfex CRM

Uncover a completely customizable information reporting integration with limitless reporting capabilities and a complete API — all packed right into a single highly effective module for Perfex CRM.

Discover now:

• API Explorer & Documentation: https://databuilder.polyxgo.com/api_docs
• GraphQL Documentation: https://databuilder.polyxgo.com/api_docs#graphql
• Public Chart Experiences Preview: https://databuilder.polyxgo.com/api_docs#charts

=> Begin constructing smarter reviews and integrations at present.

Information Builder additionally works as a unified API platform for Perfex CRM. As an alternative of constructing separate connectors for information entry, reviews, and exterior integrations, you should utilize one module to handle structured REST and GraphQL entry throughout core Perfex CRM tables, Information Builder views, reviews, and third-party module tables.

• RESTful API for Perfex: Versioned read-only endpoints underneath /v1/ for querying Perfex CRM tables and Information Builder views. Helps filtering, sorting, discipline choice, and cursor pagination with HATEOAS hyperlinks.
• GraphQL for Perfex CRM: Single-endpoint querying with auto-generated schema per desk and examine, together with question depth and complexity controls for safer manufacturing utilization.
  
• GraphQL Mutations: Full CRUD help for create, replace, and delete operations with auto-generated InputObjectTypes, major key detection, write scope enforcement, and safety column exclusions.
• API for Perfex Experiences: Question customized report datasets, grouped views, and analytics-ready information sources from exterior methods with out recreating report logic outdoors Perfex CRM.
• Token Governance: Handle API tokens with scoped entry to tables, views, and GraphQL permissions, together with IP allowlist (CIDR), area allowlist, per-token fee limiting, optionally available HMAC request signing, and configurable expiry.
• Admin Session Bypass: Enable authenticated Perfex admins to name the API from the identical website by the API Explorer sandbox with no Bearer token, based mostly on configurable settings and same-site request validation.
• API Explorer: Browse endpoints, take a look at requests stay, generate cURL/JS/PHP/Python code samples, and export Postman v2.1 or OpenAPI 3.0 definitions.
• One Module, Full Protection: Use a single module to handle reporting datasets, inside analytics, public charts, exterior API entry, and managed CRUD workflows throughout core and third-party information buildings.

Safety & Permissions

Entry management is a prime precedence for information integrity throughout reviews, datasets, and APIs.

• Desk Whitelist: Directors should explicitly permit tables to be queried on the Module Settings web page earlier than they turn out to be obtainable. Delicate tables (like tblstaff_password, tbloptions, and many others.) ought to by no means be whitelisted.
• Position-Based mostly Entry: Use Perfex’s native Permission system to manage who can View, Handle, or Export information.
• View Scopes: Assist for a number of scopes:
  1. Public: Seen to all workers members who’ve View Builder view permission.
  2. Non-public: Seen solely to the creator of the report.
  3. Shared & Hybrid Logic: Entry could be granted to particular roles or particular person customers. Permissions are merged utilizing impartial OR logic: entry is granted if (Person is explicitly allowed) OR (Person’s Position is explicitly allowed).
• API Token Scopes: Limit entry by tables, views, and GraphQL capabilities to make sure integrations solely attain accredited datasets.
• 7-Stage Safety Middleware Pipeline: Contains DDoS protect, CORS, Admin Session Bypass, auth, fee limiter, scope verifier, and request logger.
• Standardized Error Responses: API errors return as RFC 9457 Drawback Particulars for extra constant integration dealing with.

What’s New

• Interactive Dashboards: Create dashboards from 5 built-in Presets (CEO Overview, Finance Abstract, Advertising, Venture Supervisor, Assist Middle) or construct Customized dashboards from scratch.
• Dashboard Switcher: Swap between dashboards immediately through dropdown, last-used dashboard remembered per person.
• Widget Library: 4 widget sorts — Chart, DataTable, KPI Card, Textual content/Notice — with drag-and-drop format and configurable column widths.
• Chart Widget: Helps 7 chart sorts (Bar, Line, Space, Pie, Doughnut, Radar, Polar Space) switchable on-the-fly.
• Auto-Refresh: Configurable automated dashboard refresh intervals (1/5/10/half-hour).
• Dashboard Sharing: Share dashboards with particular group members securely.
• Export All CSV: Export total filtered reviews as CSV, bypassing page-size limits.
• Server-Facet Question Caching: Configurable Cache TTL from Admin Builder UI for fast report supply.
• Centralized Cache Supervisor: Bulk allow, disable, and clear cache throughout all reviews.
• Index Advisor: Analyze view configurations and recommend optimum SQL indexes.
• Interactive Embed Generator: Configure and generate iframe codes with chart/desk toggle and Darkish Theme.
• Report teams for organizing impartial reviews into tabbed navigation.
• Customized filter presets per report view for conditional information show.
• Column-level aggregation row for sum, avg, and rely at report desk footer.
• Visible charts with date comparability throughout day by day, weekly, month-to-month, quarterly, and yearly durations.
• REST API with versioned read-only endpoints for Perfex CRM tables and Information Builder views.
• GraphQL API with schema era per desk and examine.
• GraphQL mutations with full CRUD capabilities.
• Scoped API tokens with allowlists, fee limits, HMAC signing, and expiry controls.
• 7-stage safety middleware pipeline and RFC 9457 Drawback Particulars responses.
• Admin Session Bypass for same-site API Explorer utilization by authenticated admins.
• API Explorer with stay sandbox, code generator, and export instruments.
• Public clean chart view for iframe embedding.
• Chart.js upgraded to 4.5.0 and regionally built-in.
• Information Builder settings moved to Perfex core (Setup -> Settings -> Information Builder).

Documentation & Assist

The downloaded package deal features a full set up information and have documentation so you’ll be able to configure Information Builder shortly. It covers report constructing, desk relationships, filter logic, chart configuration, token-secured API utilization, GraphQL queries and mutations, public report publishing, and iframe embedding workflows.

For help, submit a help ticket by the Codecanyon remark part. Our group responds as quickly as doable with detailed steering.

Ceaselessly Requested Questions (FAQs)

Q: Do SaaS suppliers must buy a number of licenses for every buyer utilizing module?

A: Not essentially. In line with Envato’s licensing coverage, a single license is legitimate for one finish product. In case you are working a centralized SaaS system (a single codebase/shared set up), you should utilize one license and supply the module as a characteristic to all of your tenants.

Nevertheless:

• In case your SaaS is a paid service (customers are charged to entry it), an Prolonged License is required.
• If you happen to deploy separate cases for every buyer (multi-instance or white-label setups), every occasion is taken into account a separate finish product and requires its personal license.

For extra particulars, please confer with Envato’s licensing phrases: https://codecanyon.net/licenses/standard

Assist and updates are offered based on Envato’s help coverage, so please guarantee your help package deal stays energetic if wanted.

Q: Is white-label utilization allowed (no reference to authentic creator)?

A: The module is deliberately designed with a impartial, non-personalized construction, so full white-labeling is mostly not vital. Nevertheless, in case you require customization for branding functions, you’re free to regulate it. Assist requests for such adjustments could be submitted and shall be thought-about inside the help scope.

Q: Do I would like SQL information to construct reviews?

A: No. The module is designed to remove the necessity for SQL information by offering a visible builder interface. Moreover, report templates shall be repeatedly expanded over time. Throughout an energetic help interval, you might also request help for particular report necessities.

Q: Can I mix information from a number of modules/tables?

A: Sure. The module is constructed to permit combining information from a number of tables, so long as relationships between these tables exist.

Q: Does it help third-party module tables?

A: Sure. The module helps querying and connecting tables from each core system and third-party modules, so long as they’re included within the allowed tables record. The identical flexibility applies to REST API and GraphQL, with no question limitations except explicitly restricted through token permissions.

Adjustments

NOTE: Minimal PerfexCRM model required is 3.2.0
P/S: In case you encounter any conflicts throughout utilization, please go away suggestions or contact me at [email protected]. I'll help you immediately! Thanks.

-------- Model 2.3.0 (Could 28, 2026) --------
NEW
- Dashboard View: Create dashboards from built-in Presets (CEO Overview, Finance Abstract, Advertising, Venture Supervisor, Assist Middle) or construct Customized dashboards from scratch
- Dashboard Switcher: change between dashboards immediately through dropdown, last-used dashboard remembered per person
- Widget Library: 4 widget sorts — Chart, DataTable, KPI Card, Textual content/Notice
- Chart Widget helps 7 chart sorts: Bar, Line, Space, Pie, Doughnut, Radar, Polar Space — switchable on-the-fly
- Drag-and-drop widget format with configurable column widths
- Auto-refresh with configurable interval (1/5/10/half-hour)
- Share dashboards with group members
- Export All CSV: export the whole filtered report as CSV, bypassing page-size limits
- Server-Facet Question Caching with configurable Cache TTL from Admin Builder UI
- Admin Drive Refresh: "Clear Cache" button for real-time information on demand
- Index Advisor: analyze view configurations and recommend optimum SQL indexes
- Interactive Embed Report Generator with chart/desk toggle and Darkish Theme
- Centralized Cache Supervisor: bulk allow, disable, and clear cache throughout all reviews

FIXED
- Expression Be a part of Totals: fastened Complete row calculation in "Month-to-month Expense vs Cost" and "Web Outcome by Month" templates to accurately compute SUM(Cost) - SUM(Expense); adverse values now show correctly
- Embed Report Styling: fastened Complete row darkish/mild mode colours in public embed desk
- Chart Zoom UX: cover zoom controls for chart sorts that don't help axis zooming (Pie, Doughnut, Radar, PolarArea)
- Safari Date Parsing: resolved "Invalid date" error on Safari by passing strict customary format patterns to second() and falling again to server-formatted dates

CHANGED
- Affirmation Modals: modified native affirm dialogs in "Report Teams" and "Webhooks" to styled SweetAlert2 modals for consistency with "Delete View" 
- Webhooks Motion Buttons: styled actions contained in the webhooks administration view with clear, trendy flat icons to match the /admin/data_builder view type

-------- 2.2.3 (Could 05, 2026) --------
CHANGED
- Time Length Formatter: Launched a brand new "Time Length (HH:MM)" formatter to the Builder interface, permitting decimal hours to be correctly displayed as `HH:MM` whereas sustaining backend aggregation integrity.
- 1000's Separator in Time Codecs: Enhanced the time period formatting logic to incorporate 1000's separators for excessive hour counts (e.g., `57,614:01`).
- Time Breakdown Logic: Added dynamic "sub-hours" rendering (Days, Weeks, Months, Years) into the brand new `time_duration` formatter for durations exceeding 24 hours.
- Preset Updates: Up to date the "Timesheet Abstract by Venture & Workers" template preset to characteristic side-by-side time columns: "Time (h)" using the brand new `time_duration` formatter and "Time (decimal)" retaining the usual `quantity` formatter for higher reporting flexibility.

-------- Model 2.2.2 (Could 02, 2026) --------
NEW
- Date Macros: Formally applied {{CURRENT_WEEK_START}} and {{CURRENT_MONTH_START}} dynamic date macros into the SQL parser (Runtime_model) and added quick-access UI buttons to the Builder interface. Improved CURDATE date era to make sure actual bounds matching utilizing DATE_FORMAT formatting. (Could 1, 2026)

CHANGED
- Frontend Consistency: Prolonged the time-breakdown formatter logic throughout all Information Builder datatables, together with runtime view, the Information Preview modal within the builder interface, and the general public embedded report viewer. (Could 1, 2026)
- Good Time Breakdown: Applied dynamic "sub-hours" rendering (Days, Weeks, Months, Years) with thousand separators for long-duration process hour columns exceeding 24 hours. (Could 1, 2026)
- Template Preset Modal: Unified standing badge and button sizing with constant hole spacing. Shortened "Already in Views/Experiences" label to "Saved View" for cleaner format. (Could 1, 2026)
- Builder Ideas & Information: Added a contextual assist modal (?) to the View Builder toolbar describing Templates, Save as Template, JSON Import/Export, Preview Information, and Preview SQL options. (Could 1, 2026)

FIXED
- Timesheet Calculation: Standardized hour calculations throughout all Information Builder templates (e.g., timesheet-by-project-staff, billable-hours) utilizing sturdy SQL Unix timestamp arithmetic ((COALESCE(end_time, UNIX_TIMESTAMP()) - start_time) / 3600) as a substitute of the unreliable TIMESTAMPDIFF, making certain correct decimals for each energetic and accomplished timers. (Could 1, 2026)
- Timestamp Filtering Bug: Mounted a important difficulty the place filtering by date on UNIX timestamp columns (like tbltaskstimers.start_time) failed attributable to MySQL string vs integer comparability. The question builder now routinely wraps recognized UNIX fields in FROM_UNIXTIME(). (Could 1, 2026)
- Dynamic Filter Duplication: Resolved a logical flaw in Runtime_model the place dynamic UI filters had been redundantly appended with out FROM_UNIXTIME formatting through legacy apply_filters strategies, stopping macros like {{CURDATE}} from precisely returning information. (Could 1, 2026)
- UI Inconsistency: Eliminated customized bootstrap-select checkbox styling in runtime.css that was overriding and conflicting with customary Perfex CRM core UI parts. (Could 1, 2026)
- Footer Totals Ignoring Filters: Mounted a bug the place the footer Complete row in report views at all times confirmed aggregated values from the total dataset as a substitute of recalculating based mostly on the person's energetic dynamic filters. The totals rebuild question now passes dynamic_filters to build_query. (Could 1, 2026)
- JSON Import Hardening: Added file dimension restrict (2 MB), model compatibility examine (2.x), strict Array.isArray validation for tables/fields, and XSS-safe HTML escaping for user-controlled title/description earlier than rendering within the affirmation dialog. (Could 1, 2026)

-------- Model 2.2.0 (April 27, 2026) --------
NEW
- Added free companion module "API Information Builder Pattern" to assist builders shortly reference and combine REST API & GraphQL with Information Builder. Supply: https://github.com/PolyXGO/api_data_builder_sample (April 26, 2026)
- OWASP Safety Headers: All API responses now embrace X-Content material-Kind-Choices (nosniff), X-Body-Choices (DENY), Referrer-Coverage, and X-XSS-Safety (0) headers. (April 26, 2026)
- HTTP Cache Management: All API responses embrace Cache-Management: no-store and Pragma: no-cache to forestall proxy/browser caching of dynamic CRM information. (April 26, 2026)
- Auth Take a look at Endpoint: GET /api/v1/auth/take a look at — Validates API token and returns connection metadata (token title, scopes, tables rely, server time) with out exposing CRM information. Designed for Zapier, Make.com, and n8n connection setup. (April 26, 2026)
- Polling Assist (?since=): All record endpoints (GET /api/v1/{useful resource}) now settle for a ?since=ISO8601 parameter to filter information by creation/modification timestamp. Auto-detects Perfex CRM timestamp columns (dateadded, datecreated, and many others.) and returns outcomes sorted newest-first. Permits polling triggers for automation platforms. (April 26, 2026)
- Endpoint Registry: Auth Take a look at and ?since= parameter now seem in API Explorer sidebar and Public API Docs. (April 26, 2026)
- Template Catalog — Consumer Experiences: New class with 5 ready-to-use report templates designed for automated weekly/month-to-month shopper reporting through API or PDF export. Contains Weekly Venture Upkeep Abstract, Tickets This Week by Consumer, Timesheet Abstract by Venture & Workers, Month-to-month Duties Accomplished by Venture, and Ticket Decision Abstract by Consumer. (April 27, 2026)
- Formatter — Activity Precedence: New task_priority formatter converts numeric precedence values (1–4) to human-readable labels (Low, Medium, Excessive, Pressing) utilizing Perfex's native task_priority() helper. Obtainable in Builder dropdown for any precedence discipline on process tables. (April 27, 2026)
- Formatter — Cost Mode: New payment_mode formatter resolves fee mode IDs to their show names through static-cached DB lookup (single question per request). Auto-detected for paymentmode fields. Utilized to Day by day Gross sales by Merchandise template. (April 27, 2026)

CHANGED
- Db_api_response: Added _set_standard_headers() technique referred to as from success(), error(), and from_context() — single level of management for all response headers. (April 26, 2026)
- QueryBuilderTrait: Added _apply_since_filter() technique for shared polling timestamp logic throughout Db_resources and Db_tables controllers. (April 26, 2026)
- Db_api_base: _parse_query_params() now contains 'since' parameter within the returned array. (April 26, 2026)
- EndpointRegistryBuilder: GET record endpoints now doc 'since' as an obtainable question parameter. (April 26, 2026)
- my_routes.php: Added api/v1/auth/take a look at route earlier than wildcard patterns. (April 26, 2026)
- EndpointRegistryBuilder: GET record endpoints now doc 'since' as an obtainable question parameter. (April 27, 2026)
- Template_catalog_model: sync_catalog_templates() now updates present system templates (tables_required, config_json, description) as a substitute of skipping them, making certain preset file adjustments propagate to the database on subsequent web page load. (April 27, 2026)

FIXED
- API Token Type: Mounted JavaScript SyntaxError ("Sudden finish of enter") on /admin/data_builder/api_tokens/kind attributable to lacking IIFE closure `})();`. Cascaded failures: toggleAllPerms undefined (Test All checkboxes), #tablePermFilter unresponsive, HMAC toggle non-functional. (April 26, 2026)
- ResourceNameResolver: Mounted funds useful resource mapping from non-existent 'tblpaymentsrecords' to the precise 'tblinvoicepaymentrecords', which precipitated 403/404 on GET /api/v1/funds. (April 26, 2026)
- AuthGateMiddleware: Moved raw_body caching (php://enter) earlier than AdminSessionBypass early-return. GraphQL endpoint obtained null raw_body underneath session bypass, inflicting "Empty Physique" (400) on POST /api/v1/graphql. (April 26, 2026)
- Template Catalog: Mounted non-existent desk reference tblstaff_tasks → tbltask_assigned in Month-to-month Duties Accomplished by Venture template. Mounted JOIN order (tbltask_assigned earlier than tblstaff) to forestall "Unknown column" SQL error. (April 27, 2026)

-------- Model 2.1.0 (April 26, 2026) --------
NEW
- Outbound Webhook Dispatcher with Pluggable Channel Structure. (April 4, 2026)
- WebhookEventBus: fires occasions on REST and GraphQL Create/Replace/Delete operations. (April 4, 2026)
- ChannelRegistry: extensible adapter registry (built-in: HTTP/cURL with HMAC-SHA256). (April 4, 2026)
- FieldMapper: per-subscription discipline embrace/exclude/rename transformations. (April 4, 2026)
- Admin UI for managing webhook subscriptions, testing, and viewing supply logs. (April 4, 2026)
- Webhook supply audit log with response codes and timing. (April 4, 2026)
- Computerized delicate column redaction on outbound payloads. (April 4, 2026)
- Hook `data_builder_register_webhook_channels` for third-party channel registration. (April 4, 2026)
- Assist dynamic relative date macros in WHERE situations: {{CURDATE}}, {{CURDATE-7}}, {{CURDATE-30}}, or customized {{CURDATE-n}}, {{CURMONTH-n}}, {{CURYEAR-n}}. (April 20, 2026)
- Add "Save as New" filter button in Runtime Information View for simpler filter duplication. (April 20, 2026)
- Customizable Header/Footer branding ("Powered by...") on Public Chart pages through Settings. Defaults to Firm Identify and Most important Area. (April 20, 2026)
- Add "Set as Default Filter" checkbox when saving filters. The chosen filter shall be routinely utilized when loading the report in each Admin and Public views. (April 20, 2026)
- Add Toggle Chart visibility button to each Admin and Public views for higher focus when viewing giant information tables. (April 20, 2026)
- Add "Set as Default Filter" checkbox when saving filters. The chosen filter shall be routinely utilized when loading the report in each Admin and Public views. (April 21, 2026)
- Add Toggle Chart visibility button to each Admin and Public views for higher focus when viewing giant information tables. (April 21, 2026)
- New report template: "Day by day Gross sales by Bill Merchandise" — one-click report setup to trace day by day gross sales breakdown by merchandise description, with shopper title, gross sales agent, fee mode, and line-item quantities. (April 21, 2026)
- New report template: "Day by day Bill Cost Information" — one-click report setup to view at present's fee collections with shopper title, bill quantity, gross sales agent, fee mode, and quantity. Auto-filtered by present date with grand whole. (April 21, 2026)
- Add "Minute" and "Hourly" choices to the Chart Interval selector, permitting detailed intraday information visualization for reviews like Bill Cost Information. (April 21, 2026)
- Add new seasonal report templates for complete gross sales breakdown: "Month Gross sales by Bill Merchandise", "Q1/Q2/Q3/This fall Gross sales by Bill Merchandise", and "H1/H2 Gross sales by Bill Merchandise". (April 21, 2026)
- Extends dynamic date macros to help strict vary matches for: {{CURYEAR_Q1}} by {{CURYEAR_Q4}}, {{CURYEAR_H1}}, and {{CURYEAR_H2}}. For different timeframes, customized WHERE situations can be utilized to filter desired durations. (April 21, 2026)

CHANGED
- Enhance Template Teams format to intuitively show templates in a nested format. (April 20, 2026)
- Assist deleting customized templates. (April 20, 2026)
- Assist drag-to-zoom and drag-to-pan interactions for charts. (April 20, 2026)
- Optimize Public Chart web page format for higher chart visibility. (April 20, 2026)
- Take away hardcoded ORDER BY / Sorting constraints when creating reviews, permitting dynamic datatable sorting. (April 20, 2026)
- Secured embedded public filters by limiting frontend payloads to pre-saved Server-side Filter IDs, stopping arbitrary question modifications. (April 20, 2026)
- Secured embedded public filters by limiting frontend payloads to pre-saved Server-side Filter IDs, stopping arbitrary question modifications. (April 21, 2026)
- Whitelist error dialogs (Preview Information / Preview SQL) now render translated instruction textual content as clickable HTML with direct hyperlink to Settings web page, as a substitute of stripping HTML and displaying plain textual content. (April 21, 2026)
- Enhanced be part of engine to help Bill Objects and Expense-linked Invoices for versatile customized report constructing through the Visible Builder. (April 21, 2026)
- Template whitelist validation: when loading a preset template, the builder now checks if all required tables can be found. If any are lacking, a warning dialog lists them with a direct hyperlink to Settings. (April 21, 2026)

FIXED
- Repair information desk synchronization points between Admin reviews and Public Charts (e.g. lacking column totals). (April 20, 2026)
- Repair lacking forex symbols within the Public Chart information desk. (April 20, 2026)
- Repair whitelist instruction not displaying correctly in error dialogs when utilizing non-whitelisted tables. (April 21, 2026)

-------- Model 2.0.1 (April 01, 2026) --------
NEW
- Complete "Testing with Postman" information within the Public API Docs. (April 1, 2026)
- Clever pattern information formatting for Postman Assortment exports, routinely recognizing column sorts for practical Request Our bodies. (April 1, 2026)
- Dynamic GraphQL Template generator constructed into the API Explorer and Public Docs, supporting automated question and mutation creation to simplify integration growth. (April 1, 2026)
- "Testing with OpenAPI" documentation part with obtain hyperlink, Swagger UI / Insomnia import guides, and step-by-step ChatGPT Customized GPT Actions integration. (April 1, 2026)
- Actual-world use case gallery for AI-powered CRM evaluation (information evaluation, undertaking standing, shopper insights, unpaid invoices, income reviews, AI reviews). (April 1, 2026)
- Multi-language HMAC code samples (PHP, Node.js, Python, cURL) with copy-to-clipboard within the Authentication part. (April 1, 2026)
- Automated HMAC pre-request script embedded in each Postman Assortment exports (Public Docs + API Explorer) with `hmac_secret` assortment variable. (April 1, 2026)
- Built-in "Toggle All" performance for managing Allowed Tables. (April 1, 2026)
- Applied per-token HMAC signature toggles for granular safety management. (April 1, 2026)

FIXED
- Resolved clean URL points in Postman Assortment v2.1 export by structuring URLs with `{{baseUrl}}` integration. (April 1, 2026)
- Question parameters (web page, per_page, kind, fields, filter) now accurately show within the Postman Params tab as optionally available inputs. (April 1, 2026)
- Mounted OpenAPI YAML export producing invalid `responses` format (sequences as a substitute of status-code mappings) attributable to PHP `array_merge()` re-indexing numeric-string keys; changed with `+` operator. (April 1, 2026)

-------- Model 2.0.0 (March 30, 2026) --------
NEW
- Public clean chart view for embedding through iframe. (March 20, 2026)
- Report Export / Import JSON: transportable report definition workflow for backup, sharing, and migration between environments. (March 27, 2026)
- Report Templates for no-SQL customers: pre-built templates plus "Save as Template" to hurry up report creation with out SQL. (March 27, 2026)
- Template Group administration: arrange templates by enterprise domains; helpful when methods embrace additional tables from third-party modules. (March 27, 2026)
- Public clean chart view for embedding through iframe. (March 20, 2026)
- Report teams: arrange impartial reviews into tabbed navigation. (March 20, 2026)
- Customized filter presets per report view for conditional information show. (March 20, 2026)
- Column-level aggregation row (sum, avg, rely) at report desk footer. (March 20, 2026)
- Visible charts with date comparability (day by day/weekly/month-to-month/quarterly/yearly). Supported sorts: Bar, Line, Space, Doughnut, Radar, Bubble, Combo (Bar+Line), Pie, Scatter, Stepped Line, Level-styling, Interpolation. (March 20, 2026)
- REST API: versioned read-only endpoints (/v1/) for querying Perfex CRM tables and Information Builder views; helps filtering, sorting, discipline choice, and cursor pagination with HATEOAS hyperlinks. (March 20, 2026)
- GraphQL API: single-endpoint querying with question depth and complexity controls; auto-generated schema per desk and examine; introspection restricted to admin explorer context. (March 22, 2026)
- GraphQL Mutations: full CRUD through GraphQL (create, replace, delete) with auto-generated InputObjectTypes, major key detection, write scope enforcement, and safety column exclusions. Compliant with GraphQL Spec §6.3.1. (March 22, 2026)
- API Tokens: scoped entry keys (tables/views/GraphQL); IP allowlist (CIDR), area allowlist, per-token fee limiting, optionally available HMAC request signing, and configurable expiry. (March 20, 2026)
- 7-stage safety middleware pipeline (DDoS protect, CORS, Admin Session Bypass, auth, fee limiter, scope verifier, request logger); all errors returned as RFC 9457 Drawback Particulars. (March 20, 2026)
- Admin Session Bypass (middleware): permits authenticated Perfex admins to name the API from inside the identical website (API Explorer sandbox) with no Bearer token. Ruled by a configurable setting (data_builder_api_admin_session_bypass); verifies admin session + same-site Origin/Referer/XHR dynamically through base_url() — no hardcoded values. (March 22, 2026)
- API Explorer: endpoint browser, stay sandbox, code generator (cURL/JS/PHP/Python), Postman v2.1 and OpenAPI 3.0 export. (March 20, 2026)
- Public clean chart view for embedding through iframe. (March 14, 2026)

UPDATED
- Chart.js upgraded to 4.5.0, regionally built-in. (March 15, 2026)
- Information Builder settings moved to Perfex core (Setup -> Settings -> Information Builder). (March 18, 2026)

-------- Model 1.0.0 (March 10, 2026) --------
NEW
- Launch model

Source