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2026-05-28 05:53 UTC · 46 messages · cli

You2026-05-28 05:56 UTC
Add MRR/churn/LTV dashboard widgets, billing settings page, subscription triggers and actions to the Profe CRM plugin at /var/www/html/wp-content/plugins/profe-crm/.
Donna2026-05-28 05:56 UTC
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Admin UI for Profe CRM.\n 4| * Registers WP Admin menu pages and enqueues assets.\n 5| */\n 6|\n 7|defined('ABSPATH') || exit;\n 8|\n 9|class Profe_CRM_Admin {\n 10|\n 11| /**\n 12| * Register admin menu pages a...
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Main plugin class. Singleton bootstrap that initializes all components.\n 4| */\n 5|\n 6|defined('ABSPATH') || exit;\n 7|\n 8|class Profe_CRM {\n 9|\n 10| private static $instance = null;\n 11|\n 12| /** @var Pro...
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Triggers registry for Profe CRM Automation Engine.\n 4| * Manages trigger definitions and fires automations when triggers occur.\n 5| */\n 6|\n 7|defined('ABSPATH') || exit;\n 8|\n 9|class Profe_CRM_Triggers {\n 10|\n 11|...
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Actions registry and executor for Profe CRM Automation Engine.\n 4| * Manages action definitions and executes actions against contacts.\n 5| */\n 6|\n 7|defined('ABSPATH') || exit;\n 8|\n 9|class Profe_CRM_Actions {\n 10|\n ...
Tool2026-05-28 05:56 UTC
{"content": "", "total_lines": 0, "file_size": 0, "truncated": false, "is_binary": false, "is_image": false, "error": "File not found: /var/www/html/wp-content/plugins/profe-crm/includes/admin/views/dashboard.php"}
Tool2026-05-28 05:56 UTC
{"content": "", "total_lines": 0, "file_size": 0, "truncated": false, "is_binary": false, "is_image": false, "error": "File not found: /var/www/html/wp-content/plugins/profe-crm/includes/admin/views/contact-detail.php"}
Donna2026-05-28 05:56 UTC
Let me find the actual paths for the view files and main plugin directory.
Tool2026-05-28 05:56 UTC
{"total_count": 1, "files": ["/var/www/html/wp-content/plugins/profe-crm/admin/views/dashboard.php"]}
Tool2026-05-28 05:56 UTC
{"total_count": 1, "files": ["/var/www/html/wp-content/plugins/profe-crm/admin/views/contact-detail.php"]}
Tool2026-05-28 05:56 UTC
{"output": "total 24\ndrwxr-xr-x 4 root root 4096 May 28 04:06 .\ndrwxr-xr-x 4 root root 4096 May 28 05:49 ..\ndrwxr-xr-x 5 root root 4096 May 28 04:01 admin\ndrwxr-xr-x 2 root root 4096 May 28 04:06 includes\n-rw-r--r-- 1 root root 2695 May 28 03:48 profe-crm.php\n-rw-r--r-- 1 root root 968 May 28...
Donna2026-05-28 05:56 UTC
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Dashboard view for Profe CRM.\n 4| * Shows summary cards with overview stats.\n 5| */\n 6|\n 7|defined('ABSPATH') || exit;\n 8|\n 9|global $wpdb;\n 10|$t = $wpdb->prefix . 'profe_crm_';\n 11|\n 12|// Stats\n 13|$tot...
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Contact detail view for Profe CRM.\n 4| */\n 5|\n 6|defined('ABSPATH') || exit;\n 7|\n 8|$contact_id = isset($_GET['contact_id']) ? intval($_GET['contact_id']) : 0;\n 9|$contact = $contact_id > 0 ? Profe_CRM_Contact::get($co...
Tool2026-05-28 05:56 UTC
{"content": " 1|<?php\n 2|/**\n 3| * Plugin Name: Profe CRM\n 4| * Description: Member relationship management for the Profe community platform.\n 5| * Contact management, labels, segmentation, automation funnels,\n 6| * activity tracking, and REST A...
Donna2026-05-28 05:56 UTC
Let me check the existing admin CSS for card styling patterns.
Tool2026-05-28 05:56 UTC
{"total_count": 1, "files": ["/var/www/html/wp-content/plugins/profe-crm/admin/css/admin.css"]}
Donna2026-05-28 05:56 UTC
Tool2026-05-28 05:56 UTC
{"content": " 1|/**\n 2| * Profe CRM Admin Styles\n 3| * Color scheme: #6366f1 primary\n 4| */\n 5|\n 6|/* ===== Layout ===== */\n 7|.profe-crm-wrap {\n 8| margin: 20px 0;\n 9|}\n 10|\n 11|.profe-crm-panel {\n 12| background: #fff;\n 13| borde...
Donna2026-05-28 05:56 UTC
Now I have a complete picture. Let me implement all changes. I'll start with the modifications and new files. **1. MODIFY class-triggers.php** — Add 3 new subscription triggers:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-triggers.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-triggers.php\n@@ -234,6 +234,18 @@\n 'label' => __('User Logged In', 'profe-crm'),\n 'descrip...
Donna2026-05-28 05:56 UTC
**2. MODIFY class-actions.php** — Add `update_membership_level` action:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n@@ -485,5 +485,20 @@\n ['key' => 'delay_minutes', 'label' => __('Delay (minutes)', 'profe-crm'), 'type'...
Donna2026-05-28 05:56 UTC
Now add the `update_membership_level` case to the execute switch:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n@@ -106,6 +106,9 @@\n case 'wait':\n // This is handled by the runner; signal success here\...
Donna2026-05-28 05:56 UTC
Now add the `execute_update_membership_level` method before `get_contact`:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-actions.php\n@@ -368,6 +368,53 @@\n }\n \n /**\n+ * Execute update_membership_level action.\n+ * Updates the user's ...
Donna2026-05-28 05:56 UTC
**3. CREATE billing-settings.php**:
Tool2026-05-28 05:56 UTC
{"bytes_written": 13524, "dirs_created": true, "lint": {"status": "skipped", "message": "No linter for .php files"}}
Donna2026-05-28 05:56 UTC
**4. MODIFY class-admin.php** — Add billing submenu page:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-admin.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-admin.php\n@@ -83,6 +83,15 @@\n 'profe-crm-settings',\n [$this, 'render_settings']\n );\n+\n+ a...
Donna2026-05-28 05:56 UTC
Now add the `render_billing` method:
Tool2026-05-28 05:56 UTC
{"success": true, "diff": "--- a//var/www/html/wp-content/plugins/profe-crm/includes/class-admin.php\n+++ b//var/www/html/wp-content/plugins/profe-crm/includes/class-admin.php\n@@ -161,4 +161,8 @@\n public function render_settings() {\n include PROFE_CRM_PLUGIN_DIR . 'admin/views/setting...
Donna2026-05-28 05:56 UTC
**5. MODIFY dashboard.php** — Add MRR/Revenue section and billing stats:
Tool2026-05-28 05:56 UTC
{"bytes_written": 15392, "dirs_created": true, "lint": {"status": "skipped", "message": "No linter for .php files"}}
Donna2026-05-28 05:56 UTC
**6. MODIFY contact-detail.php** — Add Subscription tab:
Tool2026-05-28 05:56 UTC
{"bytes_written": 22081, "dirs_created": true, "lint": {"status": "skipped", "message": "No linter for .php files"}}
Donna2026-05-28 05:56 UTC
Let me verify all changes are correctly applied by reviewing the modified files:
Tool2026-05-28 05:56 UTC
{"output": "237: 'subscription_created' => [\n241: 'subscription_cancelled' => [\n245: 'subscription_renewed' => [", "exit_code": 0, "error": null}
Tool2026-05-28 05:56 UTC
{"output": "110: case 'update_membership_level':\n111: return $this->execute_update_membership_level($contact_id, $settings);\n371: * Execute update_membership_level action.\n378: private function execute_update_membership_level($contact_id, $settings) {\n540: ...
Tool2026-05-28 05:56 UTC
{"output": "92: 'profe-crm-billing',\n93: [$this, 'render_billing']\n165: public function render_billing() {", "exit_code": 0, "error": null}
Tool2026-05-28 05:56 UTC
{"output": "8", "exit_code": 0, "error": null}
Tool2026-05-28 05:56 UTC
{"output": "5", "exit_code": 0, "error": null}
Tool2026-05-28 05:56 UTC
{"output": "EXISTS", "exit_code": 0, "error": null}
Donna2026-05-28 05:56 UTC
All changes verified successfully. Here's the summary: --- ## Summary of Changes ### Files Modified (4) 1. **`includes/class-triggers.php`** — Added 3 new subscription triggers to `register_defaults()`: - `subscription_created` — fires when a user subscribes to a paid plan - `subscription_cancelled` — fires when a user cancels their subscription - `subscription_renewed` — fires when a subscription is renewed (invoice paid) 2. **`includes/class-actions.php`** — Added `update_membership_level` action: - Registered with settings schema: `{level: int (required)}` - `execute_update_membership_level()` method creates/updates a `membership_level` row in `profe_main.profe_user_meta` via PDO upsert - Wired into the `execute()` switch statement 3. **`includes/class-admin.php`** — Added "Billing" submenu page: - Slug: `profe-crm-billing`, parent: `profe-crm`, capability: `manage_options` - New `render_billing()` method includes `billing-settings.php` 4. **`admin/views/dashboard.php`** — Added MRR & Revenue section: - New `profe_crm_get_billing_stats()` helper function with static PDO caching - **6 new cards** below the existing ones: MRR ($), Active Subscribers, Churn Rate (30d), Average LTV, Revenue This Month, Lite/Standard Sub counts - **Recent Transactions table** (last 10 from `profe_transactions`) - All data queried from `profe_main` via PDO (host=db) 5. **`admin/views/contact-detail.php`** — Added Subscription tab: - New "Subscription" tab appears only for contacts with a `user_id` - Queries `profe_subscriptions` + `profe_subscription_plans` via PDO - Shows: plan name badge, status badge, interval, amount, next billing date, cancel date (if cancelled) - Transaction history table for the user from `profe_transactions` - Falls back to "No subscription found" message if none exists - New `profe_crm_get_contact_subscription()` helper function with static PDO caching ### Files Created (1) 6. **`admin/views/billing-settings.php`** — Stripe configuration page: - Stripe Publishable Key input (stored as WP option `profe_stripe_publishable_key`) - Stripe Secret Key input (stored as `profe_stripe_secret_key`) - Webhook Signing Secret input (stored as `profe_stripe_webhook_secret`) - Save button with nonce verification via WordPress Settings API pattern - Webhook URL display: `https://staging.jaimisaunders.com/wp-json/profe/v1/billing/webhook/stripe` - Manual cohort calculation button triggering `profe_crm_calculate_retention_cohorts()` function - Full cohort engine that queries `profe_subscriptions` + `profe_subscription_plans`, calculates period-by-period retention, churn, MRR per cohort, and writes into `profe_retention_cohorts` ### Design Decisions - All PDO connections use static variable caching to avoid multiple connections per page load - Card styling matches existing `.profe-crm-card` CSS classes (color variants: primary, green, red, purple, blue, teal) - All text is properly escaped with `esc_html()`/`esc_attr()` for security - PDO errors are caught silently — dashboard falls back to zero/empty defaults if `profe_main` is unreachable