This article documents the Tasks module of the WPResidence real estate CRM plugin: custom table, CRUD API, AJAX endpoints, overdue detection, and the daily notification cron.

Storage — wp_wpresidence_crm_tasks

19 columns, created in libs/db-setup.php. Like Deals, the schema keeps legacy and new column names side by side during the rename transition.

Dual Column Names

Legacy	New
task_title	title
task_status	status
task_type	type
task_priority	priority

Default task_status values: Pending / to_do. Default task_priority: Medium / medium.

Additional Columns

task_id, description, due_date, completed_at, contact_id, deal_id, entity_type, entity_id, assigned_to, user_id, created_at, updated_at.

Indexes: user_id, task_status, contact_id, deal_id, status, due_date.

CRUD API — libs/task-crud.php

Function	Purpose
wpestate_crm_insert_task($data)	Insert; fires wpestate_crm_after_insert_task
wpestate_crm_get_task($id)	Fetch one
wpestate_crm_get_tasks($args)	Filters: user_id, assigned_to, contact_id, deal_id, task_status, task_type, task_priority, due range, search
wpestate_crm_update_task($id, $data)	Update; triggers wpestate_crm_after_complete_task when status becomes Done
wpestate_crm_delete_task($id)	Delete
wpestate_crm_bulk_delete_tasks($ids)	Bulk delete

AJAX Endpoints

Action	Nonce
wpestate_crm_save_task	wpestate_crm_save_task
wpestate_crm_delete_task	wpestate_crm_delete_task
wpestate_crm_bulk_delete_tasks	wpestate_crm_bulk_delete_tasks
wpestate_crm_bulk_update_tasks	wpestate_crm_bulk_update_tasks

Templates

• page-templates/wpestate-crm-dashboard_tasks.php — list with 7 filters.
• templates/crm_add_task.php — add/edit form.
• templates/dashboard_task_unit.php — row partial.

Default Picklists

• crm_task_statuses — To Do, In Progress, Done
• crm_task_types — Call, Email, Meeting, Showing, Follow Up, Paperwork, Other
• crm_task_priorities — Low, Medium, High, Urgent

Overdue Detection

A task is overdue when due_date < CURDATE() AND task_status NOT IN (‘Done’, ‘Completed’, ‘Cancelled’). The helper wpestate_crm_stats_tasks_overdue() in libs/stats-functions.php returns the count.

Daily Notification Cron

Cron event wpestate_crm_daily_notifications (scheduled at plugin activation) runs wpestate_crm_daily_task_notifications() in libs/notifications.php. The function:

1. Queries overdue tasks grouped by user_id.
2. Queries tasks due today, same grouping.
3. Sends one task_overdue email per agent, templated with placeholders.
4. Sends one task_due_today email per agent.
5. Both templates are editable in Theme Options → Email Management → CRM Emails (legacy keys) or CRM Settings.

Hooks

• wpestate_crm_after_insert_task — fires after insert.
• wpestate_crm_after_complete_task — fires when status transitions to Done; webhooks consume it as task.completed.

Permissions and Scope

wpestate_crm_user_can(‘tasks’, $action) enforces role-level access. Non-admin queries filter by user_id or assigned_to. The list page also respects wpestate_crm_get_ownership_where().