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.
129 lines
3.1 KiB
Markdown
129 lines
3.1 KiB
Markdown
# 🚀 Desk-Moloni Quick Start Guide
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## ⚡ **5-Minute Setup**
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### **Step 1: Installation** (2 minutes)
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```bash
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# Upload module to Perfex CRM
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1. Upload desk_moloni folder to /modules/
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2. Set permissions: chmod -R 755 modules/desk_moloni/
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3. Go to Setup → Modules in admin panel
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4. Find "Desk-Moloni Integration v3.0" and click **Install**
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```
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### **Step 2: Configuration** (2 minutes)
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```bash
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1. Go to Desk-Moloni → Configuration
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2. Enter your Moloni API credentials:
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- Client ID: [your_moloni_client_id]
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- Client Secret: [your_moloni_secret]
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- Company ID: [your_company_id]
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3. Click "Test Connection" ✅
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4. Click "Save Configuration" 💾
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```
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### **Step 3: First Sync** (1 minute)
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```bash
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1. Go to Desk-Moloni → Dashboard
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2. Click "Sync Now" button
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3. Watch real-time progress! 📊
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4. Done! ✨
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```
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---
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## 🔑 **Getting API Credentials**
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### **From Moloni Dashboard:**
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1. Login to [moloni.pt](https://moloni.pt)
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2. Go to **Configurações → API**
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3. Create new application:
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- Name: "Perfex CRM Integration"
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- Redirect URI: `https://your-perfex.com/admin/desk_moloni/oauth/callback`
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4. Copy **Client ID** and **Client Secret**
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---
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## ✅ **Verification Checklist**
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After installation, verify:
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- [ ] ✅ Module appears in admin sidebar
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- [ ] ✅ Configuration page loads without errors
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- [ ] ✅ API connection test passes
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- [ ] ✅ Dashboard shows sync statistics
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- [ ] ✅ No PHP errors in logs
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---
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## 🔧 **Common Issues & Quick Fixes**
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### **❌ "Connection Failed"**
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```bash
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Solution: Check API credentials in Configuration
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→ Verify Client ID, Secret, and Company ID
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→ Test connection again
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```
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### **❌ "Permission Denied"**
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```bash
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Solution: Check user permissions
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→ Go to Setup → Staff
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→ Edit user role
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→ Enable "Desk-Moloni" permissions
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```
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### **❌ "Module Not Found"**
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```bash
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Solution: Check file permissions
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→ chmod -R 755 modules/desk_moloni/
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→ Refresh modules page
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```
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---
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## 🎯 **What's Next?**
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### **Immediate Actions:**
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1. **Configure Sync Settings** - Set automatic sync frequency
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2. **Map Entities** - Configure client/product mappings
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3. **Test Workflows** - Try creating a client → sync to Moloni
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### **Advanced Setup:**
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- **Real-time Sync**: Enable webhooks for instant updates
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- **Custom Fields**: Map additional Perfex fields
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- **Bulk Operations**: Import/export large datasets
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---
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## 📞 **Need Help?**
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### **Documentation**
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- 📖 [Complete User Guide](README.md)
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- 🔧 [Troubleshooting Guide](TROUBLESHOOTING.md)
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- 🧪 [Developer Guide](DEVELOPER.md)
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### **Debug Mode**
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```php
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// Add to config.php for detailed logs
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$config['desk_moloni_debug'] = true;
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```
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### **Support**
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- 📧 Email: suporte@descomplicar.pt
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- 🌐 Website: https://descomplicar.pt
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- 📚 Docs: https://docs.descomplicar.pt/desk-moloni
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---
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## 🎉 **Success!**
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Your **Desk-Moloni integration** is now ready!
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Clients created in Perfex will automatically sync to Moloni, and invoices generated will be seamlessly integrated between both systems.
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**Next**: Explore the Dashboard to monitor sync operations and performance metrics.
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---
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*Generated by Desk-Moloni v3.0 - Built with ❤️ by [Descomplicar®](https://descomplicar.pt)* |