docs: add PRD and implementation task list
PRD.md defines product requirements across 4 phases (critical fixes, React admin, frontend enhancements, missing features). TASKLIST.md breaks all work into checkable tasks with file references. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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PRD.md
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# Formipay — Product Requirements Document
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**Version:** 1.0
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**Date:** April 17, 2026
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**Status:** Approved for Implementation
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---
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## 1. Current State
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Formipay is a WordPress payment form plugin (~60 files, ~15,000 lines). It supports:
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- Custom post types for Forms, Products, Coupons, Access Items, Licenses
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- Payment gateways: PayPal, Bank Transfer
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- Custom database tables for Orders, Customers, Tokens, Notification Logs
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- Admin pages via WPCFTO framework + Vue.js partial editor
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- Public form rendering via PHP shortcode `[formipay]`
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A comprehensive audit (`FINDINGS.md`) identified **6 critical bugs**, **6 moderate bugs**, **10 security concerns**, and **12 performance issues**. Several features are stubs or incomplete (ExchangeRateAPI, License API, stock management, tax system).
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---
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## 2. Product Vision
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Transform Formipay into a production-ready, modern WordPress payment plugin using an **incremental modernization** strategy:
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- **Fix all critical bugs** immediately (Phase 1)
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- **Introduce React for admin UX** (Phase 2)
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- **Enhance frontend with React islands** while preserving SSR as default (Phase 3)
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- **Complete missing features** (Phase 4)
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This follows the same pattern used by WooCommerce, GiveWP, and Gravity Forms: SSR for public forms, React for admin.
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---
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## 3. Phase 1 — Critical Fixes & Stabilization (Weeks 1–2)
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### Goal
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Make the plugin production-ready. Zero fatal errors, no critical security holes, acceptable performance.
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### Requirements
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| ID | Requirement | Files |
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|----|-------------|-------|
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| F1.1 | Fix `Customer::update()` undefined `$table_name` and `$new_args` — fatal error on every update | `includes/Customer.php` |
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| F1.2 | Fix `Order::delete()` — uses `$id` instead of `$order_id` parameter | `includes/Order.php` |
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| F1.3 | Fix `Order::formipay_bulk_delete_order()` — iterates `$ids` but calls `delete($order_id)` instead of loop variable | `includes/Order.php` |
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| F1.4 | Fix `Email::send_email()` — calls non-existent `\Formipay_Notification::` instead of `parent::` | `includes/Notification/Email.php` |
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| F1.5 | Fix `Paypal::auto_cancel_order_on_timeout()` — missing `use Formipay\Order as Order` import | `includes/Integration/Paypal.php` |
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| F1.6 | Fix `Paypal::paypal_settings` — undefined property, no declaration | `includes/Integration/Paypal.php` |
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| F1.7 | Fix `BankTransfer::add_unique_code_details()` — calls `check_unique_code()` 3 times, may get different values | `includes/Payment/BankTransfer.php` |
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| F1.8 | Fix color field label showing "Number" instead of "Color" | `admin/functions.php` |
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| F1.9 | Add nonce check to `Customer::formipay_tabledata_customers()` | `includes/Customer.php` |
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| F1.10 | Replace `maybe_serialize()` in cookie handling with `json_encode()` | `includes/Order.php` |
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| F1.11 | Move `flush_rewrite_rules()` from `init` to activation hook only (Thankyou + Payment) | `includes/Thankyou.php`, `includes/Payment/Payment.php` |
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| F1.12 | Add PayPal webhook signature verification | `includes/Integration/Paypal.php` |
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| F1.13 | Cache `formipay_currency_array()` and `formipay_country_array()` JSON reads in static variables | `admin/functions.php` |
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| F1.14 | Add pagination to `Customer::formipay_tabledata_customers()` | `includes/Customer.php` |
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| F1.15 | Optimize `Order::formipay_tabledata_orders()` — use `COUNT(*) GROUP BY status` | `includes/Order.php` |
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| F1.16 | Delete `Paypal.phpbak` backup file from production | `includes/Integration/Paypal.phpbak` |
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| F1.17 | Add `uninstall.php` for cleanup (options, tables, scheduled events) | `uninstall.php` (new) |
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### Success Criteria
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- Zero PHP fatal errors on all CRUD operations (Customer, Order, Product, Coupon)
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- All admin-ajax endpoints have nonce verification
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- `flush_rewrite_rules()` fires only on activation/deactivation
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- PayPal webhook rejects unsigned payloads
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- Customer table pagination works for 10,000+ records
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---
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## 4. Phase 2 — React Admin Foundation (Weeks 3–6)
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### Goal
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Set up React build pipeline and migrate the highest-value admin pages to React.
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### Requirements
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| ID | Requirement | Deliverable |
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|----|-------------|-------------|
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| F2.1 | Set up `@wordpress/scripts` build pipeline with webpack | `package.json`, `webpack.config.js` |
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| F2.2 | Create React component library structure (DataTable, SettingsPanel, Modal, StatusBadge) | `src/admin/components/` |
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| F2.3 | Create API client layer with nonce handling | `src/admin/api/client.js` |
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| F2.4 | Build drag-and-drop form builder (replace Vue editor) | `src/admin/pages/FormBuilder/` |
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| F2.5 | Build order list page with filters and status management | `src/admin/pages/Orders/` |
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| F2.6 | Build order detail view (replace Handlebars templates) | `src/admin/pages/Orders/Detail.jsx` |
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| F2.7 | Build analytics dashboard (orders, revenue, charts) | `src/admin/pages/Dashboard/` |
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| F2.8 | Build global settings page (replace WPCFTO dependency) | `src/admin/pages/Settings/` |
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| F2.9 | Build product editor page | `src/admin/pages/Products/` |
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| F2.10 | Build coupon editor page | `src/admin/pages/Coupons/` |
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| F2.11 | Build notification log viewer | `src/admin/pages/Notifications/` |
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| F2.12 | Build license management page | `src/admin/pages/Licenses/` |
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### Success Criteria
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- `npm run build` produces working admin bundle
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- Form builder supports drag-and-drop, live preview, field settings
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- Order management supports filtering, status changes, pagination
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- All existing WPCFTO settings migrated to React UI
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- Vue admin code deprecated but not yet removed
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---
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## 5. Phase 3 — Frontend Enhancements (Weeks 7–10)
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### Goal
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Add React-powered frontend features while keeping SSR as the default rendering mode.
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### Requirements
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| ID | Requirement | Deliverable |
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|----|-------------|-------------|
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| F3.1 | Implement React island architecture — optional React mode alongside SSR | `src/frontend/widgets/FormRenderer.jsx` |
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| F3.2 | Add render mode setting per form: "Classic (SSR)" or "Modern (React)" | Admin setting + Render.php update |
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| F3.3 | Implement multi-step form navigation (missing in current SSR) | `src/frontend/widgets/MultiStepForm.jsx` |
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| F3.4 | Register Gutenberg block `formipay/form` with `block.json` | `src/frontend/blocks/formipay-form/` |
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| F3.5 | Build customer order history page | `src/frontend/widgets/CustomerPortal/` |
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| F3.6 | Build order detail / download access page | `src/frontend/widgets/OrderDetail.jsx` |
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| F3.7 | Add `[formipay_my_orders]` shortcode for customer portal | PHP + React widget |
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### Success Criteria
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- SSR mode works identically to current behavior (no regression)
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- React mode provides multi-step navigation and real-time validation
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- Gutenberg block renders form in editor with live preview
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- Customer portal shows order history and download links
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- Both render modes share the same PHP backend API
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---
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## 6. Phase 4 — Missing Features (Weeks 11–16)
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### Goal
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Complete all stubbed and missing features identified in the audit.
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### Requirements
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| ID | Requirement | Priority |
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|----|-------------|----------|
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| F4.1 | Implement ExchangeRateAPI (currently empty class) | High |
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| F4.2 | Implement License API endpoints (verify, activate, deactivate, revoke — currently stubs) | High |
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| F4.3 | Add Stripe payment gateway | High |
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| F4.4 | Add tax calculation engine | Medium |
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| F4.5 | Implement stock management (decrement on order, validation, "out of stock" UI) | Medium |
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| F4.6 | Add product variations on frontend (variation dropdown rendered) | Medium |
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| F4.7 | Build donation form mode (pay-what-you-want, suggested amounts) | Medium |
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| F4.8 | Add refund workflow (full and partial refunds) | Medium |
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| F4.9 | Add PDF invoice generation | Medium |
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| F4.10 | Add CSV export for orders, customers, products | Low |
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| F4.11 | Add outgoing webhook system (Zapier, Slack, custom endpoints) | Low |
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| F4.12 | Add rate limiting on public endpoints (retrieve_form_data, check_coupon_code) | Medium |
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| F4.13 | Add form analytics (view tracking, conversion rate, abandonment) | Low |
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| F4.14 | Full i18n — generate .pot file, wrap all hardcoded strings in `__()` | Medium |
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### Success Criteria
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- Exchange rates fetched and cached with configurable TTL
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- License API actually validates, activates, deactivates licenses against DB
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- Stripe payments complete end-to-end with webhook verification
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- Stock decrements on successful order, prevents overselling
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- Tax calculated per-product or per-order based on settings
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- PDF invoices downloadable from order detail page
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---
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## 7. Non-Functional Requirements
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| Category | Requirement |
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|----------|-------------|
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| **Security** | All AJAX/REST endpoints have nonce checks + capability checks (`manage_options` for admin) |
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| **Security** | No `maybe_serialize()` in cookie/session handling |
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| **Security** | All payment webhooks verify signatures |
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| **Performance** | `flush_rewrite_rules()` only on activation/settings save |
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| **Performance** | `dbDelta()` runs only on activation or schema version change |
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| **Performance** | Currency/country data cached in static vars or transients |
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| **Performance** | Admin tables use server-side pagination |
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| **Compatibility** | PHP 7.4+ minimum, tested through PHP 8.3 |
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| **Compatibility** | WordPress 6.0+ minimum |
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| **Code Quality** | PSR-4 autoloading via Composer |
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| **Code Quality** | Remove `.phpbak` files, commented-out code, dead code |
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| **Build** | `npm run build` produces optimized production bundles |
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| **Build** | `.distignore` for clean WordPress.org packaging |
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---
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## 8. Architecture Overview
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```
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PHP Backend (existing, fixed) React Admin (new)
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├── Custom Post Types ├── Form Builder
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├── Custom DB Tables ├── Order Management
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├── Payment Gateways ├── Product/Coupon Editor
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├── Email Notifications ├── Dashboard/Analytics
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├── REST API Endpoints ◄──────► ├── Settings Pages
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├── Webhook Handlers └── Notification Log
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└── Cron Jobs
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React Frontend (optional)
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SSR Form Renderer (default) ├── Multi-step Navigation
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├── [formipay] shortcode ├── Customer Portal
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├── Thank-you page └── Gutenberg Block
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└── No-JS fallback
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```
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---
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*End of PRD.*
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