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feat(perfex-dev): adiciona plugin perfex-dev (agents, skills, knowledge e metadados do projeto)

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perfex-dev/skills/perfex-forms/SKILL.md
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---
name: perfex-forms
description: Gestao de formularios em modulos Perfex CRM -- form_open(), tokens CSRF, validacao e AJAX. Baseado apenas na documentacao oficial.
layer: wiki
---
# /perfex-forms - Formularios Perfex CRM
Gestao de formularios em modulos. **Zero assumptions, zero hallucinations** - apenas documentacao oficial.
---
## Documentacao Base
- [Working With Forms](https://help.perfexcrm.com/working-with-forms/)
- [CodeIgniter Form Helper](https://codeigniter.com/userguide3/helpers/form_helper.html)
---
## Regra Fundamental: form_open()
**SEMPRE usar `form_open()` para gerar token CSRF automaticamente.**
```php
<?php echo form_open(admin_url('meu_modulo/save')); ?>
<!-- Inputs aqui -->
<?php echo form_close(); ?>
```
**NUNCA usar `<form>` HTML directo** - sem CSRF protection.
---
## Sintaxe form_open()
```php
// Basico
echo form_open(admin_url('meu_modulo/save'));
// Com atributos
echo form_open(admin_url('meu_modulo/save'), [
'id' => 'form-meu-modulo',
'class' => 'form-horizontal',
]);
// Com upload de ficheiros
echo form_open_multipart(admin_url('meu_modulo/upload'), [
'id' => 'form-upload',
]);
// Fechar formulario
echo form_close();
```
---
## Elementos de Formulario
Todos os elementos com exemplos completos em: `references/elementos-formulario.md`
Elementos disponiveis: Input Text, Textarea, Select, Select AJAX, Checkbox, Radio, Date Picker, DateTime Picker, File Upload, Hidden.
**Padrao geral:**
```php
<div class="form-group">
<label for="CAMPO" class="control-label">
<?php echo _l('CAMPO'); ?>
<span class="text-danger">*</span> <!-- se obrigatorio -->
</label>
<input type="text" id="CAMPO" name="CAMPO" class="form-control"
value="<?php echo isset($item) ? html_escape($item->CAMPO) : ''; ?>">
</div>
```
---
## Validacao Client-Side
O Perfex usa jQuery Validation. Usar `appValidateForm()`:
```php
<?php init_tail(); ?>
<script>
$(function(){
appValidateForm($('#form-meu-modulo'), {
name: {
required: true,
minlength: 3
},
email: {
required: true,
email: true
},
amount: {
required: true,
number: true,
min: 0
}
});
});
</script>
</body>
</html>
```
### Regras de Validacao
| Regra | Descricao |
|-------|-----------|
| `required: true` | Campo obrigatorio |
| `email: true` | Email valido |
| `number: true` | Numero |
| `digits: true` | Apenas digitos |
| `minlength: N` | Minimo N caracteres |
| `maxlength: N` | Maximo N caracteres |
| `min: N` | Valor minimo |
| `max: N` | Valor maximo |
| `equalTo: '#field'` | Igual a outro campo |
---
## Validacao Server-Side
```php
public function save()
{
if (!$this->input->post()) {
redirect(admin_url('meu_modulo'));
}
$this->load->library('form_validation');
$this->form_validation->set_rules('name', _l('name'), 'required|min_length[3]');
$this->form_validation->set_rules('email', _l('email'), 'required|valid_email');
$this->form_validation->set_rules('amount', _l('amount'), 'required|numeric');
if ($this->form_validation->run() === false) {
set_alert('danger', validation_errors());
redirect(admin_url('meu_modulo/create'));
}
$data = [
'name' => $this->input->post('name'),
'email' => $this->input->post('email'),
'amount' => $this->input->post('amount'),
];
// ... guardar
}
```
---
## AJAX com jQuery
### POST Simples
```javascript
$.post(admin_url + 'meu_modulo/ajax_save', {
name: $('#name').val(),
description: $('#description').val()
}).done(function(response) {
response = JSON.parse(response);
if (response.success) {
alert_float('success', response.message);
} else {
alert_float('danger', response.message);
}
});
```
### Controller AJAX
```php
public function ajax_save()
{
if (!$this->input->is_ajax_request()) {
show_404();
}
if (!staff_can('create', 'meu_modulo')) {
echo json_encode(['success' => false, 'message' => _l('access_denied')]);
return;
}
$data = [
'name' => $this->input->post('name'),
'description' => $this->input->post('description'),
];
$id = $this->meu_modulo_model->add($data);
echo json_encode([
'success' => (bool) $id,
'id' => $id,
'message' => $id ? _l('added_successfully') : _l('error_occurred'),
]);
}
```
---
## Excluir CSRF para Webhooks
Para endpoints que recebem callbacks externos:
```php
// modules/meu_modulo/config/csrf_exclude_uris.php
<?php
defined('BASEPATH') or exit('No direct script access allowed');
return [
'meu_modulo/webhook',
'meu_modulo/callback',
'meu_modulo/api/.*', // Regex
];
```
---
## Anti-Patterns (NUNCA FAZER)
| Anti-Pattern | Risco | Alternativa |
|--------------|-------|-------------|
| `<form>` HTML directo | CSRF bypass
perfex-dev/skills/perfex-forms/references/elementos-formulario.md
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# Elementos de Formulario Perfex CRM
Referencia completa de todos os elementos HTML/PHP para formularios em modulos Perfex.
---
## Input Text
```php
<div class="form-group">
<label for="name" class="control-label">
<?php echo _l('name'); ?>
<span class="text-danger">*</span>
</label>
<input type="text"
id="name"
name="name"
class="form-control"
value="<?php echo isset($item) ? html_escape($item->name) : ''; ?>"
required>
</div>
```
## Textarea
```php
<div class="form-group">
<label for="description" class="control-label">
<?php echo _l('description'); ?>
</label>
<textarea id="description"
name="description"
class="form-control"
rows="4"><?php echo isset($item) ? html_escape($item->description) : ''; ?></textarea>
</div>
```
## Select
```php
<div class="form-group">
<label for="client_id" class="control-label">
<?php echo _l('client'); ?>
</label>
<select id="client_id" name="client_id" class="selectpicker"
data-live-search="true" data-width="100%">
<option value=""><?php echo _l('select'); ?></option>
<?php foreach ($clients as $client): ?>
<option value="<?php echo $client['userid']; ?>"
<?php echo (isset($item) && $item->client_id == $client['userid']) ? 'selected' : ''; ?>>
<?php echo html_escape($client['company']); ?>
</option>
<?php endforeach; ?>
</select>
</div>
```
## Select com AJAX (Clientes)
```php
<div class="form-group">
<label for="clientid" class="control-label">
<?php echo _l('client'); ?>
</label>
<select id="clientid" name="clientid" data-live-search="true"
data-width="100%" class="ajax-search"
data-none-selected-text="<?php echo _l('dropdown_non_selected_tex'); ?>">
<?php if (isset($item) && $item->clientid): ?>
<option value="<?php echo $item->clientid; ?>" selected>
<?php echo html_escape(get_company_name($item->clientid)); ?>
</option>
<?php endif; ?>
</select>
</div>
```
## Checkbox
```php
<div class="checkbox checkbox-primary">
<input type="checkbox"
id="is_active"
name="is_active"
value="1"
<?php echo (isset($item) && $item->is_active == 1) ? 'checked' : ''; ?>>
<label for="is_active"><?php echo _l('active'); ?></label>
</div>
```
## Radio
```php
<div class="form-group">
<label class="control-label"><?php echo _l('status'); ?></label>
<div class="radio radio-primary">
<input type="radio" name="status" id="status_pending" value="pending"
<?php echo (!isset($item) || $item->status == 'pending') ? 'checked' : ''; ?>>
<label for="status_pending"><?php echo _l('pending'); ?></label>
</div>
<div class="radio radio-primary">
<input type="radio" name="status" id="status_active" value="active"
<?php echo (isset($item) && $item->status == 'active') ? 'checked' : ''; ?>>
<label for="status_active"><?php echo _l('active'); ?></label>
</div>
</div>
```
## Date Picker
```php
<div class="form-group">
<label for="date" class="control-label">
<?php echo _l('date'); ?>
</label>
<input type="text"
id="date"
name="date"
class="form-control datepicker"
value="<?php echo isset($item) ? _d($item->date) : _d(date('Y-m-d')); ?>"
autocomplete="off">
</div>
```
## Date Time Picker
```php
<div class="form-group">
<label for="datetime" class="control-label">
<?php echo _l('date_time'); ?>
</label>
<input type="text"
id="datetime"
name="datetime"
class="form-control datetimepicker"
value="<?php echo isset($item) ? _dt($item->datetime) : ''; ?>"
autocomplete="off">
</div>
```
## File Upload
```php
<?php echo form_open_multipart(admin_url('meu_modulo/upload')); ?>
<div class="form-group">
<label for="attachment" class="control-label">
<?php echo _l('attachment'); ?>
</label>
<input type="file" id="attachment" name="attachment" class="form-control">
</div>
<?php echo form_close(); ?>
```
## Hidden
```php
<input type="hidden" name="id" value="<?php echo $item->id; ?>">
```
perfex-dev/skills/perfex-forms/references/formulario-completo-exemplo.md
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# Formulario Completo Exemplo - Perfex CRM
Exemplo completo de view com formulario, validacao client-side e todos os elementos tipicos.
---
## View
```php
<?php defined('BASEPATH') or exit('No direct script access allowed'); ?>
<?php init_head(); ?>
<div id="wrapper">
<div class="content">
<div class="row">
<div class="col-md-8 col-md-offset-2">
<div class="panel_s">
<div class="panel-body">
<h4 class="no-margin">
<?php echo isset($item) ? _l('edit') : _l('create'); ?>
<?php echo _l('meu_modulo_item'); ?>
</h4>
<hr class="hr-panel-heading" />
<?php
$action = isset($item)
? admin_url('meu_modulo/save/' . $item->id)
: admin_url('meu_modulo/save');
echo form_open($action, ['id' => 'form-meu-modulo']);
?>
<!-- Nome -->
<div class="form-group">
<label for="name" class="control-label">
<?php echo _l('name'); ?>
<span class="text-danger">*</span>
</label>
<input type="text" id="name" name="name"
class="form-control"
value="<?php echo isset($item) ? html_escape($item->name) : ''; ?>">
</div>
<!-- Cliente -->
<div class="form-group">
<label for="client_id" class="control-label">
<?php echo _l('client'); ?>
</label>
<select id="client_id" name="client_id"
class="selectpicker"
data-live-search="true"
data-width="100%">
<option value=""><?php echo _l('select'); ?></option>
<?php foreach ($clients as $client): ?>
<option value="<?php echo $client['userid']; ?>"
<?php echo (isset($item) && $item->client_id == $client['userid']) ? 'selected' : ''; ?>>
<?php echo html_escape($client['company']); ?>
</option>
<?php endforeach; ?>
</select>
</div>
<!-- Valor -->
<div class="form-group">
<label for="amount" class="control-label">
<?php echo _l('amount'); ?>
</label>
<input type="number" id="amount" name="amount"
class="form-control" step="0.01" min="0"
value="<?php echo isset($item) ? $item->amount : '0.00'; ?>">
</div>
<!-- Data -->
<div class="form-group">
<label for="date" class="control-label">
<?php echo _l('date'); ?>
</label>
<input type="text" id="date" name="date"
class="form-control datepicker"
value="<?php echo isset($item) ? _d($item->date) : _d(date('Y-m-d')); ?>"
autocomplete="off">
</div>
<!-- Descricao -->
<div class="form-group">
<label for="description" class="control-label">
<?php echo _l('description'); ?>
</label>
<textarea id="description" name="description"
class="form-control"
rows="4"><?php echo isset($item) ? html_escape($item->description) : ''; ?></textarea>
</div>
<!-- Activo -->
<div class="checkbox checkbox-primary">
<input type="checkbox" id="is_active" name="is_active" value="1"
<?php echo (!isset($item) || $item->is_active == 1) ? 'checked' : ''; ?>>
<label for="is_active"><?php echo _l('active'); ?></label>
</div>
<!-- Botoes -->
<div class="btn-bottom-toolbar text-right">
<button type="submit" class="btn btn-primary">
<?php echo _l('save'); ?>
</button>
<a href="<?php echo admin_url('meu_modulo'); ?>" class="btn btn-default">
<?php echo _l('cancel'); ?>
</a>
</div>
<?php echo form_close(); ?>
</div>
</div>
</div>
</div>
</div>
</div>
<?php init_tail(); ?>
<script>
$(function(){
// Validacao
appValidateForm($('#form-meu-modulo'), {
name: {
required: true,
minlength: 3
},
amount: {
number: true,
min: 0
}
});
// Inicializar datepicker (ja auto via classe)
// Inicializar selectpicker (ja auto via classe)
});
</script>
</body>
</html>
```