Approval Workflow Module for Perfex CRM

Important: ApprovalFlow is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it. ApprovalFlow — the approval engine your Perfex CRM was missing Right now, any staff member with write access to your Perfex CRM can create a $50,000 invoice, apply a 40% discount, sign a contract or submit an expense without a single manager seeing it first. ApprovalFlow fixes that. One blocked unauthorized transaction pays for this module a hundred times over. ApprovalFlow installs in under 2 minutes, requires zero code changes and adds a configurable approval-request system to the five core financial document types in Perfex: invoices, estimates, proposals, contracts and expenses. Unlike generic staff-request modules, this is governance for your actual CRM transactions — the documents that directly represent money in or money out. Why ApprovalFlow is different The only module on CodeCanyon that covers all 5 Perfex financial documents in one install. Invoices, estimates, proposals, contracts and expenses — unified under a single rule engine. Competitors cover HR requests or task automation. ApprovalFlow covers your money. Rule engine with 7 configurable conditions. Set thresholds by amount, discount percentage, specific client, specific staff creator, document status, contract type or expense category. Combine any conditions with logical AND — no code required. One request per document, priority-ordered rules. When multiple rules match the same document, the highest-priority rule wins. No duplicate notifications, no conflicting requests. Visual enforcement via persistent warning banners. The approval banner appears inline in the native Perfex invoice, estimate, proposal, contract and expense views. It stays visible until resolved — survives page reloads and user sessions. Immutable audit history. Every state transition (created, approved, rejected, cancelled, reassigned, reminder sent) is recorded in a dedicated history table that is never modified. Compliance-friendly by design. Self-hosted, source included. No external API calls, no cloud, no monthly fee. Install once on your server and own it. Zero telemetry. What’s inside Dashboard 6 KPI cards: Pending approvals, Approved this month, Rejected this month, Average approval time, Highest-value approval, Top requester Hero CTA jumps straight to the pending queue sorted by oldest first — reduces approver decision latency Recent pending approvals widget with direct deep-links to each affected document Recent activity feed showing the latest state transitions across the organization Scope-aware: regular staff see only their own metrics; view_all unlocks the organization-wide view Rule Engine Create unlimited approval rules per document type 7 condition types: amount > X, discount % > X, specific client, specific staff creator, document status, contract type, expense category Searchable Select2 dropdowns for client, staff, contract type and expense category — no more digging for internal IDs Conditions combined with logical AND — every condition must match for the rule to fire Priority ordering when multiple rules match the same document Real-time rule preview card: see in plain English what the rule will do before saving Activate / deactivate rules without deleting them — perfect for seasonal policies Pending Approvals Server-side paginated list of every request waiting for action Columns: Type, Document (linked), Client, Amount, Requester, Approver, Status, Waiting time Bulk approve: select multiple rows, approve all with an optional shared comment in one click Single-request approve and reject with CSRF protection on every AJAX action Filter by document type and resolve in-place without page reloads Stacked-card mobile layout for on-the-go approvers Rejection with mandatory comment Dedicated rejection modal with mandatory comment field (configurable minimum length) Reject button stays disabled until the comment requirement is met Comment stored in the immutable audit history and emailed back to the requester Static-backdrop modal — never lose a rejection comment by clicking outside the dialog Approval History Complete immutable audit log of every state transition on every request Filters: document type, action, date range, performed-by staff Scope-aware: staff with view see their own requests; view_all unlocks the full organization view History entries survive document deletion — the entity snapshot is preserved at request creation Server-side pagination ready for tens of thousands of historic entries Notifications & Reminders Native Perfex in-app notification (bell icon) for the approver on new request and the requester on resolution Email notification via Perfex’s own SMTP system — no external mail service required Reminder system: on-login sweep (immediate when the approver arrives) + cron sweep (batch processing) Configurable reminder window in days — set to 0 to disable reminders entirely Debug logging mode: records every rule evaluation decision in the logs table without spamming inboxes — safe to enable on a live production install 8 Granular Permissions view — access the module and own requests view_all — see all requests across the organization create_rules, edit_rules, delete_rules — rule management approve, reject — resolution actions settings — modify module configuration Settings Per-entity on/off toggles (invoices, estimates, proposals, contracts, expenses) Internal notifications on/off, email notifications on/off — independently configurable Require comment on reject (default: on) Auto-approve for admins (default: off, audit trail preserved either way) Reminder interval in days, debug logging toggle, log retention period Settings live inside Perfex’s native Setup → Settings → Integrations tab — familiar UX, persistent values Security & reliability CSRF-protected AJAX on every action html_escape() on every dynamic value rendered in views CodeIgniter Query Builder only — zero raw SQL with interpolated variables IDOR guard on every endpoint: staff with view only see their own requests; the view_request page enforces ownership before rendering Whitelisted ENUM filters on history queries — no parameter injection surface Idempotent installer (safe to re-activate), versioned migration framework, clean uninstaller (drops only the module’s 4 tables — your invoices, estimates, contracts and CRM data stay intact) No external API calls, no telemetry, no third-party JS bundled — runs on the jQuery, Bootstrap and Font Awesome that Perfex already loads Internationalization English and Spanish language packs included (over 270 strings each, identical key set) Every UI string runs through Perfex’s _l() helper — ready for community translation Full UTF-8, zero mojibake on accents, percent signs or HTML entities How it scales ApprovalFlow uses Perfex’s native hooks for instant request creation (after_invoice_added, after_estimate_added, proposal_created, after_contract_added, after_expense_added) so policy evaluation runs in O(1) at document save time — no background scan, no polling. Reminder sweeps run inside the standard Perfex cron tick (no extra worker process, no extra cron container) and process requests in cursor-based batches ordered by oldest pending first. A 10,000-request install adds negligible overhead to each Perfex cron pass. All listing views are server-side paginated — the dashboard, pending queue, rules list and history page never load the full table into memory.  

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• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.