Demo Builder for Perfex

TASKS IN PROGRESS

Features processed and integrated in version 1.2.4

- [New Feature] - Limit menu items displayed on demo. (February 1, 2026)
- [New Feature] - Manage demo data templates by industry. (February 1, 2026)
- [New Feature] - Personalize and simulate data, randomly generated each time a customer visits the demo site. (February 1, 2026)
- [New Feature] - Allow integration to select third-party custom data tables: configure SQL queries to generate accurate data. (February 1, 2026)
- [New Feature] - Integrate a setting for the URL to redirect to after successful login. Supports redirecting users to the corresponding module feature for demo. (October 28, 2025)

TASKS COMPLETED (PENDING RELEASE)

- [Improvement] - Enhanced Item Generation: Item names now have a minimum length of 6 words for increased realism. (February 26, 2026)
- [Improvement] - Naming Conventions: Implemented Title Case formatting (e.g., "Category Name") for Item names and Item Group names. (February 26, 2026)
- [Improvement] - Clean Data Logic: Automatically strips HTML tags from Item descriptions and long descriptions for better editor compatibility. (February 26, 2026)
- [Improvement] - Unified Sales Logic: Invoices, Estimates, and Credit Notes now use a 50/50 mix of existing database items and freshly generated items. (February 26, 2026)
- [Improvement] - Enhanced Bulk Generation: "Generate All" now provides individual result logging for each entity type for better visibility. (February 26, 2026)
- [Bug Fix] - Corrected Tax Assignment: Items now correctly store Tax IDs instead of name|rate strings. (February 26, 2026)
- [Bug Fix] - Tax Auto-Generation: If no taxes are found in the system, default tax rates (VAT 5%, 10%, etc.) are automatically created during item generation. (February 26, 2026)
- [Bug Fix] - Plain Text Signatures: Switched to plain text "Your Company Name or Brand Name" signatures for sales items to prevent HTML rendering issues. (February 26, 2026)
- [Bug Fix] - Estimate Request Truncation: Fixed naming mismatch and dependency logic to ensure "Truncate All" correctly removes Estimate Requests. (February 26, 2026)
- [Bug Fix] - Customers & Todos Fix: Resolved issues where Customer counts wouldn't update and Todos were missing from "Generate All" due to table naming mismatches. (February 26, 2026)
- [Bug Fix] - Generation Stability: Fixed Credit Notes generation by adding fallbacks for unpaid invoices and resolved "Generate All" crashes for Todos by cleaning up option parameters. (February 26, 2026)
- [Improvement] - Financial Data Formatting: All prices, rates, and amounts are now generated as whole numbers to prevent fractional discrepancies. (February 28, 2026)

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 1.2.3 (February 24, 2026)

NEW

- Added auto-generation fallbacks for missing dependencies. When generating Tickets or Expenses, the system will now automatically spin up default Departments, Customers, and Contacts behind the scenes if none exist, preventing blockers on a fresh installation. (February 24, 2026)

CHANGED

- Improved error handling in DataGenerator. Core generation methods (Tickets, Expenses, Estimate Requests) now catch fatal `\Throwable` errors to display explicit red UI alerts instead of failing silently with "0 tickets generated successfully". (February 24, 2026)

FIXED

- Fixed silent MySQL error when generating Expenses due to invalid column `name` (changed to `expense_name`). (February 24, 2026)
- Fixed silent MySQL error when generating Estimate Requests due to attempting insertion into non-existent table `tblestimate_request_form`. Form fields are now properly JSON serialized into the `submission` column of `tblestimate_requests`. (February 24, 2026)
- Explicitly loaded `clients_model` and `projects_model` in DataGenerator to prevent internal dependency crash hooks from failing. (February 24, 2026)

Version 1.2.2 (February 1, 2026)

NEW

- Integrate Maintenance Mode feature, allowing easy enable/disable at any time for convenient demo site adjustment. (January 1, 2026)
- Separate system restore timer configuration for admin and client interfaces. (January 31, 2026)
- Allow admin ID 1 to select and manage own demo account. Other admins with ID not equal to 1 have no permission to configure this feature. Support easy switching between different roles on system without needing to remember passwords. (January 31, 2026)
- Add redirect_url field for demo accounts to redirect after successful login. Support redirect to specific feature needed for demo. (January 31, 2026)

CHANGED

- Staff user #1 able to toggle active/inactive status for superadmin ID 1. (January 31, 2026)
- Improved demo account management for admin ID 1 (January 31, 2026)
- Add countdown timer UI customization: gradient background (angle, blend %), border/shadow settings. Positions: Custom (Drag & Drop), Header (Next to Logo), After Search Form, Top Right Corner. (January 31, 2026)

FIXED

- Fix issue where, after login, system does not redirect to specified URL. (January 1, 2026)

Version 1.2.1 (November 30, 2025)

NEW

- Integrate additional restricted permissions for Admin Access Demo Builder Permissions. (November 28, 2025)
- Integrate data generation for Todos items. (November 30, 2025)
- Integrate automatic cleanup of backup files according to specified time. (November 30, 2025)

CHANGED

- Integrate backup and restore functionality for Demo Builder. (November 30, 2025)
- Support download backup files from directory. (November 30, 2025)
- Integrate additional restricted permissions for Admin Access Demo Builder Permissions. (November 30, 2025)

Version 1.2.0 (November 17, 2025)

NEW

- Countdown timer to automatically restore the system.
- Integrate scheduled automatic system restore & backups for Perfex CRM.
- Telegram bots receive Backup & Restore information and automatically perform scheduled Backup & Restore for the demo site.
- Set custom domain for customer emails during fake-data generation. Example: helloworld@polyxgo.com
- Append a content suffix to the end of detailed content types - by Demo Builder for Perfex CRM.
- Configure automatic random insertion of specified content to be interleaved during data generation.
- Add excluded tables option in backup settings.
- Remove domain-specific URLs to make backup portable across different domains.
- Signature & watermark settings: customize hidden signature keywords, signature text, and auto refresh signature within the data generation process.
- Integrate shortcode feature (similar to WordPress shortcode). Support other modules to register and use shortcodes to display data on the Perfex CRM system.

FIXED

- Fix incorrect timestamp in filename when creating data backups.
- Fix missing files named Backup and Restore when backing up Perfex CRM module directory.

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