Codersly ERP

Codersly ERP is an ERP for Small Business plugin for WordPress. Version 1.0.6 keeps the sidebar compact around major ERP areas, with HR operations consolidated under a dedicated HRM menu and related HR submodules exposed as tabs. The Free plugin includes employee management, leave, CRM, basic accounting, products/services, company setup, centralized reports, tools, settings, CSV utilities, activity logging, and a single focused Pro upgrade experience. Premium business logic stays in Codersly ERP Pro. Sidebar Structure

• Dashboard - direct ERP overview with setup and operational summaries
• HRM - Overview, People, Leave, Requests, plus visible Pro placeholders for Attendance, Payroll, Recruitment, Assets, Documents, Performance, Training, and Approvals
• People inside HRM - Employees, Departments, Designations, Announcements; Pro adds CV Import, Custom Fields, and Org Chart
• CRM - contacts/companies, tasks, and follow-ups; Pro adds Deals/Pipeline, Automation, and Advanced Contact fields
• Accounting - Free overview, customers/vendors, transactions, and settings; Pro adds Sales/Invoices, Purchases/Bills, Banking, Books & Statements, Tax/VAT, and Reimbursements
• Inventory & Purchase - Free product/service catalogue; Pro adds Stock, Warehouses, Stock Movements, Transfers, Goods Receipts, Purchase Orders, Low Stock, and valuation
• WooCommerce - visible Pro placeholder in Free; the actual order/customer/product/inventory/accounting sync engine is supplied only by Pro
• Reports - Free HR, CRM, and Accounting summaries; Pro adds Attendance, Payroll, Inventory, Assets, Recruitment, Documents, Training, Performance, Approvals, WooCommerce, scheduled CSV, and PDF reporting
• Company - profile, working days, fiscal year/currency; Pro adds Company Documents and Branding
• Tools - import/export, demo data, system information; Pro adds centralized Audit Logs
• Settings - general, notifications, permissions, data/privacy; Pro adds Employee Portal, integrations, notification rules/templates, and advanced permissions
• Upgrade Pro / License - Free shows Upgrade Pro; Pro replaces the upgrade entry with its License screen

Role-based ERP Access Version 1.0.6 adds real WordPress capabilities for ERP modules and bundled ERP HR Manager, ERP Accountant, and ERP CRM Manager roles. WordPress administrators retain full access. Module actions, exports, approvals, settings, and WooCommerce integration use the matching ERP capability instead of relying only on manage_options. Free Business Features

• Employee, department, designation, announcement, leave request, holiday, policy, entitlement/balance, and leave-calendar records
• CRM contacts, companies, groups, notes, tasks, and follow-ups
• Accounting customers, vendors, income/expense transactions, and basic profit/loss summary
• Product/service records in the Products & Services workspace
• Company profile, working days, fiscal year, and currency settings
• Centralized reports and core activity history
• CSV import/export with spreadsheet-formula neutralization for safer exports
• Demo data, system information, settings, and Upgrade Pro guidance

Pro Upgrade Guidance Free keeps premium business logic out of the package. It may show Pro-labelled tabs/placeholders for Payroll, Attendance, Assets, Recruitment, Documents, Training, Performance, Approvals, Org Chart, CV Import, Custom Fields, CRM Deals and Automation, advanced Accounting, Inventory/Purchasing, WooCommerce Integration, Advanced Reports, Audit Logs, Employee Portal, White Label, and Integrations. Their execution engines, handlers, and premium assets are supplied only by Codersly ERP Pro. Upgrade to Codersly ERP Pro for premium ERP features: https://codersly.com/product/codersly-erp-pro-for-small-business-wordpress-plugin-license/ Data Preservation Codersly ERP Free does not delete saved business data when the plugin is deactivated or removed. Single-record archive actions are soft-delete; Delete All clears the selected collection.

1.0.6

• Fixed WordPress Plugin Check escaping and translator-comment findings in admin forms/System Info.
• Converted operational table queries to WordPress 6.2+ identifier placeholders (%i) with prepared SQL; minimum WordPress is now 6.2.
• Updated WordPress compatibility metadata to Tested up to 7.1.
• Positioned the Codersly ERP top-level admin menu immediately after the visible WordPress Media menu using a runtime-calculated position instead of a fixed numeric menu position.
• Reorganized the ERP sidebar around major business areas while restoring HRM as the primary human-resources menu.
• Consolidated Employees/People, Leave, Requests, Attendance, Payroll, Recruitment, Assets, Documents, Performance, Training, and Approvals as tabs under HRM instead of separate sidebar rows.
• Kept Pro-labelled HRM/CRM/Accounting/Inventory/WooCommerce/Reports/Company/Tools/Settings placeholders visible in Free while keeping their implementation code in Pro only.
• Centralized reporting instead of repeating report tabs inside operational modules.
• Moved the setup checklist out of the permanent Company tabs while keeping it accessible from Dashboard.
• Added ERP HR Manager, ERP Accountant, and ERP CRM Manager roles with granular WordPress capabilities.
• Applied module-specific capability checks to core record actions, approvals, exports, settings, Pro modules, and WooCommerce integration.
• Restricted accounting settings writes to accounting-capable users and general settings to settings administrators.
• Hardened CSV exports against spreadsheet formula injection values beginning with =, +, -, or @.
• Kept Products / Services as the Free catalogue inside Inventory & Purchase, with Pro placeholders for warehouses, movements, transfers, receipts, purchase orders, low stock, and valuation.
• Added a Books & Statements Accounting area for Pro Chart of Accounts, Journals, General Ledger, Trial Balance, Profit & Loss, Balance Sheet, and Cash Flow.
• Restored Documents, Training, and Approvals to centralized Pro reporting navigation.
• Improved Free-to-Pro focused rendering so embedded Pro screens only show tabs relevant to the selected sidebar area.
• Added real yearly employee Leave Entitlements with approved-leave usage and remaining-balance calculations.
• Added a month-based Leave Calendar combining holidays with pending/approved employee leave.
• Added WordPress Personal Data Exporter/Eraser integration for ERP employee, CRM, customer, and vendor data.
• Removed mailbox Email Sync advertising from the Free upgrade placeholders until a provider OAuth connector is implemented.
• Moved the CV import/parser engine to the Pro add-on so premium parser logic is not shipped in Free.
• Added dedicated indexed operational record storage with automatic migration from legacy option arrays while preserving the legacy options as rollback backups.
• Simplified the Free sidebar while keeping premium scope discoverable as contextual Pro tabs/placeholders; Free contains no premium execution implementation.
• Retained employee form compatibility, compact UI, and previous 1.0.x fixes in the 1.0.6 package.

1.0.4

• Added Company setup, demo data, employee profile, leave approval actions, CRM follow-ups, reports, basic accounting summary, WooCommerce holders, and upgrade comparison.

1.0.3

• Added WooCommerce Integration Pro placeholders and module-specific dashboard/sidebar icons.

1.0.2

• Improved WordPress.org metadata, embedded Pro form rendering, and Free-to-Pro routing.

1.0.1

• Initial Codersly ERP release with HRM, CRM, Accounting, Company, Settings, CSV utilities, security checks, and Pro placeholders.