c19f6fd9ee
- Bump DESK_MOLONI version to 3.0.1 across module - Normalize hooks to after_client_* and instantiate PerfexHooks safely - Fix OAuthController view path and API client class name - Add missing admin views for webhook config/logs; adjust view loading - Harden client portal routes and admin routes mapping - Make Dashboard/Logs/Queue tolerant to optional model methods - Align log details query with existing schema; avoid broken joins This makes the module operational in Perfex (admin + client), reduces 404s, and avoids fatal errors due to inconsistent tables/methods.
3.1 KiB
3.1 KiB
🚀 Desk-Moloni Quick Start Guide
⚡ 5-Minute Setup
Step 1: Installation (2 minutes)
# Upload module to Perfex CRM
1. Upload desk_moloni folder to /modules/
2. Set permissions: chmod -R 755 modules/desk_moloni/
3. Go to Setup → Modules in admin panel
4. Find "Desk-Moloni Integration v3.0" and click **Install**
Step 2: Configuration (2 minutes)
1. Go to Desk-Moloni → Configuration
2. Enter your Moloni API credentials:
- Client ID: [your_moloni_client_id]
- Client Secret: [your_moloni_secret]
- Company ID: [your_company_id]
3. Click "Test Connection" ✅
4. Click "Save Configuration" 💾
Step 3: First Sync (1 minute)
1. Go to Desk-Moloni → Dashboard
2. Click "Sync Now" button
3. Watch real-time progress! 📊
4. Done! ✨
🔑 Getting API Credentials
From Moloni Dashboard:
- Login to moloni.pt
- Go to Configurações → API
- Create new application:
- Name: "Perfex CRM Integration"
- Redirect URI:
https://your-perfex.com/admin/desk_moloni/oauth/callback
- Copy Client ID and Client Secret
✅ Verification Checklist
After installation, verify:
- ✅ Module appears in admin sidebar
- ✅ Configuration page loads without errors
- ✅ API connection test passes
- ✅ Dashboard shows sync statistics
- ✅ No PHP errors in logs
🔧 Common Issues & Quick Fixes
❌ "Connection Failed"
Solution: Check API credentials in Configuration
→ Verify Client ID, Secret, and Company ID
→ Test connection again
❌ "Permission Denied"
Solution: Check user permissions
→ Go to Setup → Staff
→ Edit user role
→ Enable "Desk-Moloni" permissions
❌ "Module Not Found"
Solution: Check file permissions
→ chmod -R 755 modules/desk_moloni/
→ Refresh modules page
🎯 What's Next?
Immediate Actions:
- Configure Sync Settings - Set automatic sync frequency
- Map Entities - Configure client/product mappings
- Test Workflows - Try creating a client → sync to Moloni
Advanced Setup:
- Real-time Sync: Enable webhooks for instant updates
- Custom Fields: Map additional Perfex fields
- Bulk Operations: Import/export large datasets
📞 Need Help?
Documentation
Debug Mode
// Add to config.php for detailed logs
$config['desk_moloni_debug'] = true;
Support
- 📧 Email: suporte@descomplicar.pt
- 🌐 Website: https://descomplicar.pt
- 📚 Docs: https://docs.descomplicar.pt/desk-moloni
🎉 Success!
Your Desk-Moloni integration is now ready!
Clients created in Perfex will automatically sync to Moloni, and invoices generated will be seamlessly integrated between both systems.
Next: Explore the Dashboard to monitor sync operations and performance metrics.
Generated by Desk-Moloni v3.0 - Built with ❤️ by Descomplicar®