📚 PS Smart Business

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Priorisiert (verwandte Kapitel):

• Übersicht
• Allgemeine Dokumentation
• Einrichtung & Berechtigungen
• CRM & Prozessmanagement
• Dokumente, Angebote & Rechnungen
• Buchhaltung & Abrechnung
• Integrationen, API & Erweiterbarkeit
• Dev-Referenz: Integrationen, Hooks & Actions
• PWA & Frontend-Module
• WebApp-Funktion (PWA/App-Modus)
• PS-Bloghosting Integrations-README
• Über das Projekt

Dev-Referenz: Integrationen, Hooks & Actions

Diese Seite ist die technische Referenz für Entwickler zur Integration von PS Smart Business mit anderen PSOURCE-Plugins.

Scope & Stand

Dieser Katalog basiert auf dem aktuellen Code-Stand im Plugin und ist nach Hook-Typ gruppiert:

• Custom Extension Hooks (vom Plugin angeboten)
• Incoming Hooks (WordPress / PSOURCE / Drittplugins, auf die das Plugin hört)
• AJAX Action Catalog (alle registrierten wp_ajax_* Endpunkte)

Stand: März 2026

1) Custom Extension Hooks (vom Plugin angeboten)

Action-Hooks (do_action)

Filter-Hooks (apply_filters)

2) Incoming Hooks (auf die das Plugin hört)

PSOURCE / Drittplugin Hooks

Integrationsbeispiele (Dokureferenz)

In inc/integrations/ps-bloghosting-examples.php zusätzlich gezeigt:

• psts_extend
• psts_upgrade
• psts_downgrade
• psts_activated

3) AJAX Action Catalog

Legacy CRM AJAX (wp_ajax_WPsCRM_*)

WPsCRM_get_clients2, WPsCRM_get_clients3, WPsCRM_get_client_contacts, WPsCRM_get_client_schedule, WPsCRM_get_agenda_item, WPsCRM_delete_agenda_item, WPsCRM_save_client_contact, WPsCRM_delete_client_contact, WPsCRM_delete_activity, WPsCRM_get_products, WPsCRM_get_products_document, WPsCRM_get_documents, WPsCRM_get_documents_for_customer, WPsCRM_delete_document_row, WPsCRM_save_pdf_document, WPsCRM_make_invoice, WPsCRM_get_scheduler, WPsCRM_get_client_scheduler, WPsCRM_get_client_info, WPsCRM_save_activity, WPsCRM_get_product_manual_info, WPsCRM_get_CRM_users, WPsCRM_get_CRM_users_customer, WPsCRM_get_CRM_display_name, WPsCRM_get_registered_roles, WPsCRM_add_rule, WPsCRM_edit_rule, WPsCRM_delete_rule, WPsCRM_edit_step, WPsCRM_save_todo, WPsCRM_save_appuntamento, WPsCRM_save_annotation, WPsCRM_delete_annotation, WPsCRM_reload_annotation, WPsCRM_register_invoices, WPsCRM_import_customers, WPsCRM_is_user_registrable, WPsCRM_mail_to_customer, WPsCRM_save_client, WPsCRM_syncro_newsletter, WPsCRM_save_crm_user_fields, WPsCRM_view_activity_modal, WPsCRM_update_options_modal, WPsCRM_scheduler_update, WPsCRM_dismiss_notice, WPsCRM_save_client_partial, WPsCRM_set_payment_status, WPsCRM_reverse_invoice.

Nopriv:

• wp_ajax_nopriv_WPsCRM_is_user_registrable

Settings/Buchhaltung AJAX

• wp_ajax_wpscrm_get_terms
• wp_ajax_wpscrm_add_term
• wp_ajax_wpscrm_delete_term
• wp_ajax_wpscrm_add_expense
• wp_ajax_wpscrm_add_income
• wp_ajax_wpscrm_delete_transaction

Timetracking AJAX

• wp_ajax_wpscrm_start_timer
• wp_ajax_wpscrm_stop_timer
• wp_ajax_wpscrm_pause_timer
• wp_ajax_wpscrm_get_active_timer
• wp_ajax_wpscrm_update_timer_entry
• wp_ajax_wpscrm_delete_timer_entry
• wp_ajax_crm_add_manual_time

Frontend/API AJAX (wp_ajax_crm_*)

• crm_create_frontend_page
• crm_customer_get_documents
• crm_customer_download_pdf
• crm_customer_get_summary
• crm_customer_get_invoices (+ nopriv)
• crm_create_todo
• crm_create_appointment
• crm_create_quotation
• crm_create_invoice
• crm_create_proforma
• crm_agent_timetracking_toggle
• crm_agent_get_stats
• crm_agent_get_active_tracking
• crm_toggle_task
• crm_get_agent_customers
• crm_get_customer_data
• crm_frontend_save_customer
• crm_get_customer_documents
• crm_get_customer_contacts
• crm_frontend_save_contact

Hinweis: Einige crm_* Hooks sind mehrfach registriert (API + Modulklasse) und sollten bei Refactoring auf Kollisionen geprüft werden.

PWA/WebApp AJAX

• wp_ajax_wpscrm_subscribe_push
• wp_ajax_wpscrm_unsubscribe_push
• wp_ajax_wpscrm_save_push_prefs
• wp_ajax_wpscrm_create_ticket
• wp_ajax_wpscrm_add_ticket_reply
• wp_ajax_wpscrm_vote_faq (+ wp_ajax_nopriv_wpscrm_vote_faq)

4) WordPress Lifecycle Hooks (Core Integration)

Hauptsächlich verwendet: plugins_loaded, init, admin_init, admin_menu, admin_head, admin_footer, template_redirect, wp_head, wp_footer, wp_enqueue_scripts, widgets_init, login_redirect, template_include, show_user_profile, edit_user_profile, personal_options_update, edit_user_profile_update.

5) Dev-Checkliste für neue Integration

1. Integration über WPsCRM_accounting_integrations registrieren
2. Externen Payment-/Order-Hook anbinden
3. Idempotenz und Duplikat-Guard umsetzen
4. Datenmapping (Netto/Steuer/Brutto, Datum, Referenzen) definieren
5. AJAX-Endpoints mit Nonce und Capability absichern
6. Eigene Extension-Hooks (do_action/apply_filters) dokumentieren

6) Beispiel: Eigene Integration andocken

add_filter('WPsCRM_accounting_integrations', function($integrations) {
  $integrations['my-plugin'] = array(
    'name' => 'My Plugin',
    'plugin' => 'my-plugin/my-plugin.php',
    'status' => 'available',
    'fields' => array(
      'sync_enabled' => array(
        'type' => 'checkbox',
        'label' => __('Automatische Synchronisation aktivieren', 'cpsmartcrm'),
      ),
    ),
  );

  return $integrations;
});

add_action('my_plugin_order_paid', 'my_sync_into_wpscrm');

function my_sync_into_wpscrm($order) {
  if (empty($order)) {
    return;
  }

  // Mapping + Insert in smartcrm_incomes
}

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