Germany

<h1>Context (already done / provided)</h1><ul><li>WordPress on staging with:</li><li class="ql-indent-1">Paid Member Subscriptions (PMS) + JWT auth plugin installed</li><li>Our custom plugins:</li><li class="ql-indent-2">CBB Tenant Provisioner (creates tenant rows, Connect acct, Perfex customer, <code>/book/{slug}</code> page, <code>/cbb/v1/me</code>, onboarding-link)</li><li class="ql-indent-1">Cleaning Booking Bridge (booking form, PaymentIntent, confirm, complete/capture)</li><li>Stripe platform (Connect Express) test keys ready</li><li>Perfex CRM with REST API module enabled</li><li>Flutex (Flutter app) already connected to our APIs</li><li>Twilio API code present (calling screen exists; just needs token + status callback verification)</li><li>A standalone PHP gateway exists for Stripe/Perfex with logging &amp; webhooks (optional—use either gateway or WP for webhooks, not both)</li></ul><blockquote>Goal: No new features—just install/configure/verify the whole end-to-end MVP flow and make tiny fixes if needed.</blockquote><h1>Scope (do exactly this)</h1><ol><li>Provisioner plugin install &amp; config</li></ol><ul><li class="ql-indent-1">Ensure Stripe PHP SDK installed in plugin folder (Composer).</li><li class="ql-indent-1">Set constants (we provide): <code>CBBP_STRIPE_SECRET</code>, <code>CBBP_PERFEX_BASE</code>, <code>CBBP_PERFEX_API_KEY</code>, <code>CBBP_CONNECT_RETURN_URL/REFRESH_URL</code>.</li><li class="ql-indent-1">Activate plugin; confirm <code>wp_cbb_tenants</code> table &amp; roles exist.</li></ul><ol><li>PMS → Tenant provisioning (trial/active)</li></ol><ul><li class="ql-indent-1">Create test plan (7-day trial) in PMS.</li><li class="ql-indent-1">Sign up a test user via PMS.</li><li>Verify the plugin:</li><li class="ql-indent-2">Inserts tenant row (<code>tenant_slug</code>)</li><li class="ql-indent-2">Creates Stripe Connect Express account (<code>acct_…</code>)</li><li class="ql-indent-2">Creates Perfex customer (ID stored)</li><li class="ql-indent-1">Auto-creates booking page at <code>/book/{tenantSlug}</code> with our shortcode.</li></ul><ol><li>REST endpoints (JWT)</li></ol><ul><li>With JWT token:</li><li class="ql-indent-2"><code>GET /wp-json/cbb/v1/me</code> returns <code>is_active=true</code> for trial/active and shows Connect status.</li><li class="ql-indent-1"><code>POST /wp-json/cbb/v1/connect/onboarding-link</code> returns a valid onboarding URL.</li><li class="ql-indent-1">Confirm endpoints require JWT and work with the test user.</li></ul><ol><li>Stripe Connect – Direct charges (preauth + capture)</li></ol><ul><li>On booking create:</li><li class="ql-indent-1">Ensure PaymentIntent is created on the connected account using <code>stripe_account: acct_…</code>, <code>capture_method:'manual'</code>, and <code>application_fee_amount</code>.</li><li class="ql-indent-1">Test booking on <code>/book/{tenantSlug}</code> with Stripe test card → PaymentIntent is requires_capture on connected account (not platform) and fee is present.</li><li class="ql-indent-1">On job complete (from Flutex), verify capture succeeds on the connected account.</li></ul><ol><li>Perfex sync</li></ol><ul><li class="ql-indent-1">On booking: Lead + Task created with address/notes.</li><li class="ql-indent-1">On capture: a Paid Invoice is created (or payment recorded) for that tenant’s customer.</li><li class="ql-indent-1">Fix headers so real Perfex API key is used (<code>X-API-KEY</code>), and confirm a simple read/write passes (no “Token is not found”).</li></ul><ol><li>Flutter (Flutex) sanity</li></ol><ul><li class="ql-indent-1">App logs in (JWT) → calls <code>/cbb/v1/me</code>; respects <code>is_active</code>.</li><li class="ql-indent-1">Lists bookings for tenant (current endpoints OK).</li><li class="ql-indent-1">Complete job from app → WordPress captures PI; verify success.</li></ul><ol><li>Twilio sanity (already coded)</li></ol><ul><li class="ql-indent-1">Add/confirm Access Token endpoint (if already present, just test).</li><li class="ql-indent-1">Place a test outbound call from calling screen; verify status callback hits WP/gateway and is logged under the correct tenant.</li></ul><ol><li>Membership gating</li></ol><ul><li class="ql-indent-1">Set test membership to expired/canceled.</li><li class="ql-indent-1">Confirm <code>/cbb/v1/me</code> → <code>is_active=false</code> and app blocks job actions.</li></ul><ol><li>Webhooks &amp; idempotency</li></ol><ul><li class="ql-indent-1">Use a single Stripe webhook receiver (either WP or the gateway). Disable the other.</li><li class="ql-indent-1">Verify signature check + idempotency (replay an event → no duplicate capture/invoice).</li></ul><h1>Deliverables</h1><ul><li>Screenshots or a short screencast proving:</li><li class="ql-indent-1">Tenant DB row in <code>wp_cbb_tenants</code></li><li class="ql-indent-1">Stripe acct_… (connected account) created</li><li class="ql-indent-1">Perfex customer created (ID stored)</li><li class="ql-indent-1"><code>/book/{tenantSlug}</code> page live</li><li class="ql-indent-1">PaymentIntent on connected account = requires_capture with application fee</li><li class="ql-indent-1">Capture success on completion (Stripe dashboard)</li><li class="ql-indent-1">Perfex Lead/Task and paid invoice visible</li><li class="ql-indent-1"><code>/wp-json/cbb/v1/me</code> JSON (active + connect status)</li><li class="ql-indent-1">Twilio test call and status callback log</li><li>A one-page handover (bullets):</li><li class="ql-indent-1">Any config edits (≤ 50 LOC)</li><li class="ql-indent-1">Which webhook endpoint is enabled</li><li class="ql-indent-1">Test accounts used and how to repeat the flow</li></ul><h1>Constraints (for $22 micro-task)</h1><ul><li>No new UI/UX or styling</li><li>No production keys (test mode only)</li><li>No DNS or server migrations</li><li>Code changes limited to minor fixes/config; anything bigger → note it, don’t refactor</li></ul><h1>What we provide</h1><ul><li>WP admin (staging)</li><li>Stripe test platform key + webhook secret</li><li>Perfex base URL + real API key (REST module enabled)</li><li>Twilio test creds (App SID, API keys) if needed to validate</li><li>Our two plugin ZIPs + (optional) gateway endpoint</li><li>Test user &amp; sample data</li></ul><h1>Acceptance Criteria (must pass)</h1><ul><li>New PMS trial sign-up auto-provisions tenant (Connect acct, Perfex customer, booking page)</li><li>Booking → PI on connected acct (requires_capture) with application fee</li><li>Flutex Complete → capture succeeds on connected acct</li><li>Perfex: Lead/Task on booking; Invoice/payment on capture</li><li><code>/cbb/v1/me</code> reflects membership state and Connect status; app gates access when inactive</li><li>Twilio: outbound call &amp; status callback logged</li><li>Clear notes + screenshots/screencast delivered</li></ul><h1>To Apply (brief)</h1><ol><li>One line on Stripe Connect (Express) with Direct charges + application fees.</li><li>One line on Perfex REST API experience.</li><li>Confirm you can run Composer inside a WP plugin folder.</li><li>Confirm you’ll deliver screenshots and a short handover doc.</li></ol>

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Finish MVP Wiring: WordPress + Stripe Connect + Perfex Sync + Flutter

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