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

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$59 $69 Offer Deal
12 sold 5.0 (2 reviews) 235 views
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SKU databuilder-perfex
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FAQ's Updates & Roadmap Non-profit Support Ratings Comments
Why are some modules, plugins, or products not available for direct purchase on the site?

For products sold outside the site - for example, polyxgo on Envato (CodeCanyon.net) - we are the exclusive authors under Envato’s platform. These products can only be sold and supported on Envato. Therefore, you cannot purchase them elsewhere if you wish to receive our official support and updates.

My Envato support period has expired. Can I still receive assistance?

Even if your support period has ended, we will still answer your current technical questions related to the module. However, for any requests that involve bug fixing, troubleshooting, integration, or hands-on assistance, you will need to renew your support first. We hope you understand this requirement. More details: https://help.market.envato.com/hc/en-us/articles/208191263-What-is-Item-Support

Can I get support if I only need to integrate some features from a module or plugin?

Yes. We handle feature integration based on customer requirements and descriptions. If a module has the features you need, you can send a separate request to polyxgo@gmail.com

How do I download and install the product?

You can download the product through the purchase receipt or your account dashboard right after you log in at https://headrandom.com/account/login. Installation steps are included in the documentation folder.

For products on Envato (Codecanyon) access the Download section after you log in.

Do you provide installation or setup support?

Yes, we provide basic installation and setup support for all purchased products.

Can I use the product on multiple sites?

Usage depends on the license type. Standard licenses typically allow one installation per purchase.

How do I receive updates after purchase?

Updates are delivered through your account dashboard or marketplace where you purchased the product.

What should I do if I encounter an error or conflict?

Please send us details, screenshots, and steps to reproduce the issue so our support team can assist you. You can create tickets on the system or email polyxgo@gmail.com.

How long does technical support last after purchase?

Support duration follows the policy of the marketplace or package you purchased, typically 6–12 months.

Do you provide documentation or a user guide?

Yes, all products include documentation to help you install and use the features. The data is connected to the system for each corresponding product project, and the documentation always provides the latest feature information and instructions from the project.

Can I request customization or additional features?

Yes, we offer custom development based on your requirements. For products sold exclusively and features already available on products listed on Envato, we integrate the additional features and update them through Envato. Only completely different features that require separate handling based on specific business workflows will be processed as a standalone service according to your detailed requirements.

Is there a demo site available for testing?

Yes, we provide a live demo so you can test features before purchasing.

How do I renew support after it expires?

You can renew support through your marketplace account or by contacting us directly.

What We're Working On

No feature updates scheduled currently.

Recent Releases

v2.3.0 (28/05/2026)
NEW
-Dashboard View: Create dashboards from built-in Presets (CEO Overview, Finance Summary, Marketing, Project Manager, Support Center) or build Custom dashboards from scratch (May 24, 2026)
-Dashboard Switcher: switch between dashboards instantly via dropdown, last-used dashboard remembered per user (May 24, 2026)
-Widget Library: 4 widget types — Chart, DataTable, KPI Card, Text/Note (May 24, 2026)
-Chart Widget supports 7 chart types: Bar, Line, Area, Pie, Doughnut, Radar, Polar Area — switchable on-the-fly (May 24, 2026)
-Drag-and-drop widget layout with configurable column widths (May 24, 2026)
-Auto-refresh with configurable interval (1/5/10/30 minutes) (May 24, 2026)
-Share dashboards with team members (May 24, 2026)
-Export All CSV: export the entire filtered report as CSV, bypassing page-size limits (May 24, 2026)
-Server-Side Query Caching with configurable Cache TTL from Admin Builder UI (May 24, 2026)
-Admin Force Refresh: "Clear Cache" button for real-time data on demand (May 24, 2026)
-Index Advisor: analyze view configurations and suggest optimal SQL indexes (May 24, 2026)
-Interactive Embed Report Generator with chart/table toggle and Dark Theme (May 24, 2026)
-Centralized Cache Manager: bulk enable, disable, and clear cache across all reports (May 24, 2026)
CHANGED
-Confirmation Modals: changed native confirm dialogs in "Report Groups" and "Webhooks" to styled SweetAlert2 modals for consistency with "Delete View" (May 24, 2026)
-Webhooks Action Buttons: styled actions inside the webhooks management view with clean, modern flat icons to match the /admin/data_builder view style (May 24, 2026)
FIXED
-Expression Join Totals: fixed Total row calculation in "Monthly Expense vs Payment" and "Net Result by Month" templates to correctly compute SUM(Payment) - SUM(Expense); negative values now display properly (May 24, 2026)
-Embed Report Styling: fixed Total row dark/light mode colors in public embed table (May 24, 2026)
-Chart Zoom UX: hide zoom controls for chart types that do not support axis zooming (Pie, Doughnut, Radar, PolarArea) (May 24, 2026)
v2.2.4 (18/05/2026)
NEW
-Monthly Expense vs Payment (Expression Join): An essential cash flow comparison template and business financial health dashboard that empowers CFOs to track monthly expenses vs payments, identifying liquidity gaps within their Perfex CRM finance reports. (May 17, 2026)
-Net Result by Month (Payment - Expense): An automated business profitability tracking tool and monthly profit and loss template that calculates payment minus expense, helping owners perform accurate P&L reporting and net result analysis. (May 17, 2026)
-Revenue by Year & Revenue by Quarter: A comprehensive quarterly revenue report and annual sales revenue template for sales directors to track invoice volume and measure Perfex CRM year-over-year growth for quarterly business performance reporting. (May 17, 2026)
-Payments (Income) by Quarter & Year: An advanced cash collection report and payments received dashboard designed for accounts receivable analytics, enabling teams to perform accurate quarterly income tracking and cash flow generation. (May 17, 2026)
-Expenses by Quarter & Year: A detailed quarterly expense report and annual corporate spending analysis that provides operations teams with an operational cost dashboard and expense transaction tracking to streamline budget management. (May 17, 2026)
v2.2.3 (05/05/2026)
CHANGED
-Time Duration Formatter: Introduced a new "Time Duration (HH:MM)" formatter to the Builder interface, allowing decimal hours to be properly displayed as `HH:MM` while maintaining backend aggregation integrity. (May 5, 2026)
-Thousands Separator in Time Formats: Enhanced the time duration formatting logic to include thousands separators for extreme hour counts (e.g., `57,614:01`). (May 5, 2026)
-Time Breakdown Logic: Added dynamic "sub-hours" rendering (Days, Weeks, Months, Years) into the new `time_duration` formatter for durations exceeding 24 hours. (May 5, 2026)
-Preset Updates: Updated the "Timesheet Summary by Project & Staff" template preset to feature side-by-side time columns: "Time (h)" utilizing the new `time_duration` formatter and "Time (decimal)" retaining the standard `number` formatter for better reporting flexibility. (May 5, 2026)
v2.2.2 (02/05/2026)
NEW
-Date Macros: Officially implemented {{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 generation to ensure exact bounds matching using DATE_FORMAT formatting. (May 1, 2026)
CHANGED
-Frontend Consistency: Extended the time-breakdown formatter logic across all Data Builder datatables, including runtime view, the Data Preview modal in the builder interface, and the public embedded report viewer. (May 1, 2026)
-Smart Time Breakdown: Implemented dynamic "sub-hours" rendering (Days, Weeks, Months, Years) with thousand separators for long-duration task hour columns exceeding 24 hours. (May 1, 2026)
-Template Preset Modal: Unified status badge and button sizing with consistent gap spacing. Shortened "Already in Views/Reports" label to "Saved View" for cleaner layout. (May 1, 2026)
-Builder Tips & Guide: Added a contextual help modal (?) to the View Builder toolbar describing Templates, Save as Template, JSON Import/Export, Preview Data, and Preview SQL features. (May 1, 2026)
-UI Inconsistency: Removed custom bootstrap-select checkbox styling in runtime.css that was overriding and conflicting with standard Perfex CRM core UI components. (May 1, 2026)
FIXED
-Timesheet Calculation: Standardized hour calculations across all Data Builder templates (e.g., timesheet-by-project-staff, billable-hours) using robust SQL Unix timestamp arithmetic ((COALESCE(end_time, UNIX_TIMESTAMP()) - start_time) / 3600) instead of the unreliable TIMESTAMPDIFF, ensuring accurate decimals for both active and completed timers. (May 1, 2026)
-Timestamp Filtering Bug: Fixed a critical issue where filtering by date on UNIX timestamp columns (like tbltaskstimers.start_time) failed due to MySQL string vs integer comparison. The query builder now automatically wraps known UNIX fields in FROM_UNIXTIME(). (May 1, 2026)
-Dynamic Filter Duplication: Resolved a logical flaw in Runtime_model where dynamic UI filters were redundantly appended without FROM_UNIXTIME formatting via legacy apply_filters methods, preventing macros like {{CURDATE}} from accurately returning data. (May 1, 2026)
-Footer Totals Ignoring Filters: Fixed a bug where the footer Total row in report views always showed aggregated values from the full dataset instead of recalculating based on the user's active dynamic filters. The totals rebuild query now passes dynamic_filters to build_query. (May 1, 2026)
-JSON Import Hardening: Added file size limit (2 MB), version compatibility check (2.x), strict Array.isArray validation for tables/fields, and XSS-safe HTML escaping for user-controlled name/description before rendering in the confirmation dialog. (May 1, 2026)
v2.2.0 (27/04/2026)
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)

Looking for full roadmap, documentation, or interactive release logs?

Explore Our Project Portal

Non-profit organizations, charities, and community initiatives supporting elderly people, children, people with disabilities, and other vulnerable groups are always welcome to reach out to us.

If your organization uses Perfex CRM and requires any of our modules, plugins, or related products, we will gladly provide assistance with installation, customization, training, and long-term operation.

As part of our commitment to supporting meaningful social impact projects, we offer lifetime free support for all products used by eligible non-profit organizations. Our goal is to help you streamline operations, reduce technology costs, and focus more resources on serving your community.

For inquiries and support, please contact us at polyxgo@gmail.com. We will do our best to assist your organization as quickly as possible.

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Average Rating

5.0

Based on 2 ratings

Ratings Source Breakdown

Envato Market 0.0 ★ (2 ratings)
Local Website 0.0 ★ (0 reviews)
Merged Total 5.0 ★ (2 ratings)
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