Perfex Command Palette

Linear/Notion-style ⌘K / Ctrl+K palette for Perfex CRM. Fuzzy-search anything, jump anywhere, create anything — without leaving your keyboard.

Press ⌘K (or Ctrl+K). Type. Hit Enter. That's it.

---

What it does

A keyboard-driven launcher that searches across:

• Clients (company, VAT)
• Invoices (number, prefix, client)
• Estimates (number, prefix, client)
• Projects (name, client)
• Tasks (name)
• Tickets (subject, ticket key)
• Leads (name, company, email)
• Contracts (subject, client)
• Expenses (name, note)

Plus quick-create actions: new invoice, new estimate, new client, new project, new task, new lead, new ticket, new expense, and jumps to dashboard / reports / settings.

Recent items are tracked in localStorage and shown when you open the palette with an empty query.

Why you want it

• Speed: hitting "Invoices → list → filter → find INV-001234" is 6 clicks. ⌘K, type 1234, Enter is 4 keystrokes.
• Discovery: new staff members find features they didn't know existed.
• Muscle memory: it works the way every modern app works (Linear, Notion, GitHub, Slack, VS Code).
• Zero footprint: no menu entry, no setup, no external API. Just a keyboard shortcut.

Install

1. Copy the command_palette/ folder into <perfex-root>/modules/.
2. Setup → Modules → activate Command Palette.
3. Press ⌘K (macOS) or Ctrl+K (Windows/Linux) from any admin page.

That's the whole installation. No DB migration, no permissions setup, no config.

How it works

• app_admin_footer hook injects the palette HTML + command_palette.js + command_palette.css into every admin page.
• The JS listens for ⌘K / Ctrl+K globally, opens the modal, and proxies queries to /admin/command_palette/search?q=… (debounced 130 ms, AbortController for in-flight cancellation).
• The PHP controller runs ~9 LIKE queries with LIMIT 5-8 each → typically under 30 ms on a populated CRM.
• Results are flat-rendered with highlight of the matched substring. Arrow keys to navigate, Enter to open.

Compatibility with multi_entity

If you use perfex-multi-entity, search results are automatically scoped by the listing hooks — staff only see records from entities they have access to. No extra config needed.

Extending it from another module

Two filter hooks let any custom module plug in:

// Add custom quick actions (always shown when palette is empty / matched by keyword)
hooks()->add_filter('cmdpal_extra_actions', function ($actions) {
    $actions[] = [
        'type' => 'action',
        'icon' => 'fa-solid fa-bolt',
        'label'=> 'My custom action',
        'sub'  => '',
        'url'  => admin_url('my_module/do_thing'),
    ];
    return $actions;
});

// Add custom live search results
hooks()->add_filter('cmdpal_extra_results', function ($results, $query) {
    $rows = get_instance()->db->like('name', $query)->limit(5)->get('tblmy_thing')->result_array();
    foreach ($rows as $r) {
        $results[] = [
            'type' => 'mything',
            'icon' => 'fa-solid fa-cube',
            'label'=> $r['name'],
            'sub'  => 'My thing',
            'url'  => admin_url('my_module/view/' . $r['id']),
        ];
    }
    return $results;
}, 10, 2);

Roadmap

• Configurable keyboard shortcut — v1.1 (Cmd+K, Cmd+P, Alt+K, Alt+Space, Ctrl+Space)
• Search inside invoice line items, project notes, ticket replies — v1.1
• Custom actions defined by other modules via a hook — v1.1
• Recently viewed records synced server-side — v1.1 (DB table tblcmdpal_recent, per-staff)

License

MIT — © 2026 MogaCode.