Custom Date Trigger FluentCRM Plugin

The goal of this project is to create a custom plugin/extension for FluentCRM that introduces a new trigger functionality. This trigger will allow automation workflows to be executed based on any custom date field defined within the custom fields of FluentCRM subscribers. The new trigger will operate similarly to the existing "Birthday" trigger, but with the flexibility to work with any specified date field. Key Features and Functionality Trigger Based on Custom Date Field The extension must provide the ability to select any custom date field from the subscriber's profile in FluentCRM as the trigger basis. Example use case: If a custom date field is defined for "Contract Renewal Date," automation can trigger workflows when the current date matches or approaches this date. Dynamic Workflow Automation The trigger must integrate seamlessly into FluentCRM's automation builder, appearing as an additional trigger option in the workflow setup interface. Users should be able to specify the desired timing for the trigger, such as: On the exact date. A specified number of days before or after the date. Recurring annually or on other intervals. Behavior Similar to Birthday Trigger The new trigger should behave similarly to the "Birthday" trigger already provided by FluentCRM. It should: Allow for easy selection of the date field. Support both one-time and recurring triggers. Be intuitive for users who are already familiar with FluentCRM’s interface. Custom Field Integration The plugin must dynamically detect all custom fields of type "date" created in FluentCRM. Only these fields should be selectable for the trigger. The interface for the new trigger should blend seamlessly with FluentCRM's existing UI/UX. The trigger setup screen must include: A dropdown to select the desired custom date field. Options to define the timing of the trigger (e.g., days before/after, exact date, yearly recurrence). Error Handling and Logs The extension should include proper error handling mechanisms to ensure stability. Activity logs should capture information related to the execution of this trigger, providing insights into which automations were activated and why. Technical Requirements Compatibility The plugin must be compatible with the latest version of FluentCRM and WordPress. It should use FluentCRM's API and adhere to WordPress coding standards. Scalability and Performance The plugin must handle large subscriber lists efficiently without negatively impacting site performance. Ensure optimized queries and operations for high performance. Documentation Provide detailed documentation, including: Installation and setup instructions. User guide for configuring the custom date trigger. Developer notes for maintenance or future updates. Testing and Quality Assurance Thoroughly test the plugin to ensure compatibility with common FluentCRM setups, themes, and other plugins. Provide a testing plan or report to validate its functionality. Codebase and Security The plugin should follow best practices for secure coding and avoid introducing vulnerabilities. Provide clean and well-commented code to facilitate future development or debugging. Deliverables A fully functional plugin/extension that adds the custom date-based trigger to FluentCRM. Installation package for WordPress. Comprehensive documentation, including user and developer guides. Test results or QA validation report. Timeline and Budget Expected Delivery: [Specify your timeline, e.g., 4–6 weeks from project approval] Budget: [Specify your budget or leave it open for developer evaluation] Notes for Developers Familiarity with FluentCRM's API and WordPress plugin development is essential. Previous experience with CRM customization or similar automation tools is highly desirable.