Changelog
Perfex Cash & Capacity release notes
Every version of Perfex Cash & Capacity, newest first: what is new, improved and fixed, and what to check before you upgrade.
- Current version
- v1.1.6
- Released
- Releases
- 9
Upgrade Database while the module is inactive
1 improved1 fixedUpdates
- FixedFix: Upgrade Database no longer stops with an error when Cash & Capacity is not active (for example after uploading a new version before activating it again): every update step now loads what it needs itself
- ImprovedUpload the new files and run Perfex's Upgrade Database for the module: no manual step, every setting and record is kept
Upgrade Database from any earlier release
1 improved1 fixedUpdates
- FixedFix: Upgrade Database works from any earlier release (no gap in the migration sequence)
- ImprovedUpload the new files and run Perfex's Upgrade Database for the module: no manual step, every setting and record is kept
Margins include costs from other modules
3 improvedProfit
- ImprovedProject and customer margins now include costs that other SellMyCode modules report, such as approved and paid sales commission from Perfex Sales Growth, shown as "Costs From Other Modules" on the project's Profit tab
- ImprovedPerfex expenses that such a module already counts (for example a commission payout) are left out, so nothing is counted twice
- ImprovedThe monthly chart, margin trend, customer view, Client Value Score and Brain Pro widgets use the same figures
License checks name the product
3 improvedLicense
- ImprovedEvery license call (activate, check, pause) now sends Cash & Capacity's sellmycode.net item id, as sellmycode.net requires
- ImprovedA purchase code bought for another product, or an unknown one, only shows "This purchase code is not valid for Perfex Cash & Capacity." It is never activated, and nothing about the other product is shown
- ImprovedAn activation made by an older version with another product's purchase code is paused automatically and removed from this install; enter your Cash & Capacity purchase code to switch Cash & Capacity back on
Domain changes need your confirmation
7 improvedLicense
- ImprovedWhen the site moves to another domain (a new address, a staging or test copy), the license is never activated for the new domain on its own: not when the module is switched on again, not by the scheduled check, not when a page opens. Cash & Capacity stays switched off until an administrator confirms: the License page and the admin banner say "This site now runs on <new domain>. Activate your license for this domain?" with an "Activate on <new domain>" button. When all activation slots are in use, the page shows sellmycode.net's hint and the Request a Transfer button
- ImprovedThe old domain is never paused from the new one (module deactivation and the Pause button only use a token of this domain); it keeps its slot until the author releases it
- ImprovedPaused, revoked or otherwise invalid licenses: besides Reactivate, "Use a different purchase code" opens a code field on the page. The stored code is replaced only when sellmycode.net confirms the new one; if it fails, the current code stays and the error is shown
- ImprovedSwitching the module on again on the same domain still reactivates the kept purchase code automatically
- ImprovedBlocked licenses: when the author blocks the purchase code (License Blocked) or this domain for it (This Site Is Blocked for This License), Cash & Capacity switches off on the next check and the License page and admin banner show sellmycode.net's hint with an Appeal / Contact the Author button; Reactivate is hidden, a different purchase code can still be used
- ImprovedThe license is checked every 6 hours instead of once a day, and also when an administrator or staff member opens a Cash & Capacity page and the last check is more than 6 hours old. That check runs after the page is sent (or in the background), so pages never wait for it, and several pages opened at once make one check at most
- ImprovedNew texts in all 9 languages
License activation
1 new2 improved2 fixed1 securityLicense
- FixedOpening the License page address of a deactivated module answers "page not found" instead of a server error
- NewNew License page (Cash & Capacity › License and Setup › Module Licenses): activate with your sellmycode.net purchase code, see the license type, domain, activations used and limit, update period, last check and how long the install works without a check; Verify Now, Pause License on This Site and Reactivate, in an in-page dialog, light and dark, in all 9 languages. Only administrators can activate; other staff see "contact your administrator"
- SecurityAnswers from the license server are signed (Ed25519) and checked against the key built into the module; when the server cannot be reached the module keeps working until the grace deadline of the last confirmed answer
- FixedWithout a valid license (not activated, paused, revoked, a code for another product, or past the grace deadline) Cash & Capacity switches off and Perfex works as without the module: Perfex sends its own overdue reminders again on every invoice the module had taken over, collections, promise-to-pay follow-ups, budget alerts, nightly scores and snapshots stop, the invoice strip, customer tab and project tabs go away, customer links answer "License not valid" (HTTP 403), and AI Staff's Cash & Capacity tools are no longer offered. Nothing is deleted; activating the license brings everything back (the next cron takes the reminders over again)
- ImprovedInstalls on localhost, *.localhost, *.test, *.local and private network addresses need no license
- ImprovedDeactivating the module pauses this site (the slot stays reserved for the domain), activating it again resumes it; uninstalling pauses and removes the stored purchase code
Capacity
15 new2 improved1 fixedCapacity (new pillar, menu Cash & Capacity › Capacity)
- NewWorking hours per weekday (Settings › Capacity) with per-person changes from a date; billable utilisation target, week start, default range, roles kept off the board
- NewCompany holidays, whole or part day, for everyone or one department; import from CSV or iCalendar (.ics)
- NewTime off (vacation, sick, personal, training, other; full days or hours a day); approved leave and holidays from Timesheets & Leave and HRM read automatically, read only, each source can be switched off
- NewBookings for a person or a placeholder role on a project, or tentative on an estimate, proposal, lead or named work; hours per day or total hours spread over the available days; confirmed or tentative, billable or not
- NewSchedule board: drag to move, pull the edges to resize, drop on another person to reassign, click to add or edit; week colours by booked against available hours, tentative work hatched, holiday and leave shading, today line; weeks or days zoom (days up to 8 weeks), 4/8/12/26 weeks, search, filters, grouping, read-only list on phones
- NewTime off wins: days off get no booked hours and the booking is flagged with the hours it lost
- FixedConflicts: over-allocated weeks, over-allocated with tentative work, bookings on time off, people no longer planned
- NewWon work to confirm: suggestions when an estimate or proposal is accepted, an estimate becomes a project or a lead becomes a customer; notification to the person who booked it; nothing is confirmed automatically
- NewUtilisation: planned vs actual and billable % against available hours, by person, department or role, CSV export
- NewForecast of free hours for the next 4, 8 or 12 weeks and a Who's Free finder (dates, hours, role, department, skill)
- NewPlanned cost, revenue and margin on the board and per project, only for staff with Profit access
- NewCapacity section inside the project tab (planned vs actual by week, budget, people) and a Projects overview with plan at completion against budget hours and the tentative pipeline
- NewOverview: Capacity card (booked next 4 weeks, hours free) and over-allocation / won work in Needs Attention
- NewNew permission group Cash & Capacity: Capacity (view, view own, create, edit, delete)
- NewConcurrency-safe edits: a change made on an outdated booking is refused and the board shows the current one
Perfex Brain Pro
- Improved6 new widgets (25 in total): Team Utilisation, Planned vs Actual; Booked, Next 4 Weeks; Free Capacity Ahead; Over-allocated People; Booked Hours by Project; Tentative Pipeline Hours
- NewNew "Team Capacity" dashboard template
- ImprovedAI wording works with OpenAI-compatible servers on your private network (LiteLLM proxy, Ollama, vLLM) once an administrator allows it; API key optional for servers that do not use one
Automatic WhatsApp
6 improvedGet Paid
- ImprovedWhatsApp steps sent automatically through WhatsBot or the WhatsApp Cloud API Business Integration module (sold separately), using the WhatsApp account and the Meta-approved templates synced in that module
- ImprovedSequence editor: pick an approved template per WhatsApp step and a merge field for each header, text and link-button variable (numbered or named), with a preview of the message as the customer reads it
- ImprovedMessages go straight to Meta's WhatsApp Cloud API; the message id and any error code are kept per message
- ImprovedWhen a message cannot go out (no module, no template, invalid number, template not approved, expired token, WhatsApp error) the step becomes a worklist task with a ready chat link and the reason
- ImprovedSettings: WhatsApp modules found and their status; Automatic, WhatsBot, WhatsApp Cloud API, Chat link task or Off (administrators only); default country code for numbers saved without one
- ImprovedAI wording does not apply to WhatsApp template steps
Initial release
28 newProfit
- NewStaff cost rates with history by date: own rate, from monthly salary, role defaults, CSV import
- NewFallback for hours without a rate (staff hourly rate, default rate or uncosted) with warnings on every screen
- NewOverhead on labour, target margin, revenue basis (work done or invoiced, or invoiced only)
- NewProject P&L for Fixed Rate, Project Hours and Task Hours billing: invoiced, collected, earned, unbilled, recognised
- NewProfitability tab on every project: live P&L, revenue and cost by month, margin trend, cost by staff and task
- NewHours and cost budgets with burn bars, cost at completion, alerts at 75/90/100% (bell, email, Brain Pro channels)
- NewCustomer profitability, team view (billable %, cost, billable value, contribution), CSV export
- NewMargins only in the base currency; other currencies shown side by side, never mixed
Get Paid
- NewInvoices picked up automatically; reminders stop when paid, cancelled or deleted
- NewReminder sequences timed around the due date: Standard, Gentle (VIP) and Strict included, fully editable
- NewEmail (with invoice PDF and copy to the sale agent), SMS through Perfex's active gateway, call tasks, WhatsApp as a worklist task with a ready-made chat link
- NewTemplates per language with merge fields and a preview against a real invoice
- NewTracked pay link to the invoice's own Perfex payment page; customer response page to promise a date or report a problem
- NewPromises to pay (kept / broken with grace days) and disputes, written to the invoice activity log
- NewOptional take-over of Perfex's own due and overdue reminders, restored when switched off or uninstalled
- NewDaily worklist: calls, broken promises, disputes, promises due, no contact for 14 days, failed sends
- NewPer-customer rules: own sequence, collector, pause, allowed channels, exclusion; excluded customer groups
- NewAR ageing by customer and invoice, DSO (count-back or simple) with a 12-month trend, CSV export
- NewExpected payment date per invoice and an 8-week cash-in forecast
- NewOptional AI wording (draft for approval or automatic) and "who to chase first"; no contact details sent; OpenAI, Anthropic, Google Gemini, OpenAI-compatible servers or Brain Pro's AI settings
- NewCollections strip and Reminders tab on the invoice page; Cash & Value tab on the customer profile
Client Value Score
- NewNightly score 0-100 and grade A-D from margin, payment, revenue and reliability (adjustable weights)
- NewGrow / Fix Price / Fix Payment / Fire quadrants with a margin vs days-late chart and recommendations
- NewScore history by month; "Use Strict Reminders" in one click
General
- NewOverview page: margin this month, receivables, today's worklist, grade split, needs attention, cash-in
- NewFour permission groups, including a separate one for salary-sensitive cost rates
- New19 widgets and a dashboard template for Perfex Brain Pro (optional)
- NewLight, dark and follow-the-device themes; Perfex SaaS tenants supported; data kept on uninstall unless asked