Pay As You Grow Portal (WordPress Plugin)

# Pay As You Grow Portal (WordPress Plugin)

A comprehensive WordPress business plugin that combines price calculator, client portal, quote management, and access control system. Designed for service-based businesses that need dynamic pricing and client self-service capabilities.

Purpose and Philosophy

The Problem

Service-based businesses face challenges with:

Complex pricing: Multiple services with varying rates, add-ons, and GST calculations
Manual quotes: Creating quotes via email is time-consuming
Client access: No secure way for clients to view their quotes and history
Payment tracking: Difficulty tracking partial payments and addon requests

The Solution

This plugin provides an all-in-one solution:

Dynamic Price Calculator — Real-time quote generation based on selected services
Client Portal — Secure access for clients to view their quotes and history
Quote Management — Custom post type for storing and managing quotations
Access Tokens — Secure, token-based access without requiring user accounts
GST Handling — Configurable inclusive/exclusive tax calculations
Addon System — Allow clients to request additional services after initial quote

Architecture

Parsing system architecture diagram...

Core Features

1. Custom Post Types

php

// Register Quotation CPT
function bps_register_post_types_and_taxonomies() {
    // Quotation CPT
    register_post_type(BPS_CPT_QUOTATION_SLUG, [
        'labels' => ['name' => 'Quotations', 'singular_name' => 'Quotation'],
        'public' => false,
        'show_ui' => true,
        'supports' => ['title', 'editor', 'custom-fields'],
        'menu_icon' => 'dashicons-clipboard',
    ]);
    
    // Service CPT
    register_post_type(BPS_CPT_SERVICE_SLUG, [
        'labels' => ['name' => 'Services', 'singular_name' => 'Service'],
        'public' => false,
        'show_ui' => true,
        'supports' => ['title', 'editor', 'thumbnail', 'custom-fields'],
        'menu_icon' => 'dashicons-cart',
    ]);
    
    // Service Categories Taxonomy
    register_taxonomy(BPS_TAXONOMY_SLUG, [BPS_CPT_SERVICE_SLUG], [
        'labels' => ['name' => 'Service Categories'],
        'hierarchical' => true,
    ]);
}

2. Dynamic Price Calculator

The price calculator processes selected services in real-time:

php

function bps_calculate_total() {
    $selected_services = $_POST['services'];
    $base_total = 0;
    $addon_total = 0;
    $gst_rate = 0.20; // 20% GST
    
    foreach ($selected_services as $service_id) {
        $price = get_post_meta($service_id, '_bps_service_price', true);
        $base_total += floatval($price);
    }
    
    // Calculate GST
    $gst_inclusive = get_option(BPS_GST_OPTION_KEY) === '1';
    
    if ($gst_inclusive) {
        $gst_amount = $base_total - ($base_total / (1 + $gst_rate));
        $subtotal = $base_total - $gst_amount;
    } else {
        $gst_amount = $base_total * $gst_rate;
        $subtotal = $base_total;
    }
    
    return [
        'subtotal' => $subtotal,
        'gst' => $gst_amount,
        'total' => $subtotal + $gst_amount
    ];
}

3. Client Access System

Token-based authentication without requiring WordPress accounts:

php

function bps_validate_access_token($token) {
    global $wpdb;
    
    $table_name = $wpdb->prefix . 'postmeta';
    $result = $wpdb->get_row($wpdb->prepare(
        "SELECT post_id FROM $table_name 
         WHERE meta_key = %s AND meta_value = %s",
        BPS_TOKEN_META_KEY, $token
    ));
    
    if ($result) {
        $quote = get_post($result->post_id);
        return [
            'valid' => true,
            'quote_id' => $quote->ID,
            'client_name' => get_post_meta($quote->ID, '_bps_client_name', true)
        ];
    }
    
    return ['valid' => false];
}

4. Quote Generation

php

function bps_create_quotation($services, $client_data, $total) {
    $quote_data = [
        'post_type' => BPS_CPT_QUOTATION_SLUG,
        'post_title' => 'Quote-' . date('Ymd') . '-' . uniqid(),
        'post_status' => 'publish',
        'post_content' => json_encode($services)
    ];
    
    $quote_id = wp_insert_post($quote_data);
    
    // Store client details
    update_post_meta($quote_id, '_bps_client_name', $client_data['name']);
    update_post_meta($quote_id, '_bps_client_email', $client_data['email']);
    update_post_meta($quote_id, '_bps_client_company', $client_data['company']);
    update_post_meta($quote_id, '_bps_total_amount', $total['total']);
    update_post_meta($quote_id, '_bps_subtotal', $total['subtotal']);
    update_post_meta($quote_id, '_bps_gst_amount', $total['gst']);
    
    // Generate access token
    $token = wp_generate_password(32, false);
    update_post_meta($quote_id, BPS_TOKEN_META_KEY, $token);
    
    return ['quote_id' => $quote_id, 'access_token' => $token];
}

5. Admin Dashboard

Comprehensive admin interface for managing all aspects:

php

function bps_admin_dashboard_shortcode() {
    ob_start();
    ?>
    <div class="bps-admin-dashboard">
        <h2>Quotation Dashboard</h2>
        
        <div class="bps-stats-grid">
            <div class="bps-stat-card">
                <h3>Total Quotations</h3>
                <p class="stat-number"><?php echo bps_count_quotes(); ?></p>
            </div>
            <div class="bps-stat-card">
                <h3>Pending</h3>
                <p class="stat-number"><?php echo bps_count_quotes('pending'); ?></p>
            </div>
            <div class="bps-stat-card">
                <h3>Accepted</h3>
                <p class="stat-number"><?php echo bps_count_quotes('accepted'); ?></p>
            </div>
            <div class="bps-stat-card">
                <h3>Total Value</h3>
                <p class="stat-number"><?php echo bps_total_quote_value(); ?></p>
            </div>
        </div>
        
        <h3>Recent Quotations</h3>
        <?php echo bps_render_quotes_table(); ?>
        
        <h3>Services Management</h3>
        <?php echo bps_render_services_table(); ?>
    </div>
    <?php
    return ob_get_clean();
}

6. Client Portal

Secure area for clients to view their quotes:

php

function bps_client_portal_shortcode() {
    $token = $_GET['token'] ?? $_POST['token'] ?? '';
    
    if (!$token) {
        return bps_render_login_form();
    }
    
    $access = bps_validate_access_token($token);
    
    if (!$access['valid']) {
        return '<div class="bps-error">Invalid access token.</div>';
    }
    
    $quote = get_post($access['quote_id']);
    $services = json_decode($quote->post_content, true);
    
    ob_start();
    ?>
    <div class="bps-client-portal">
        <h2>Welcome, <?php echo esc_html($access['client_name']); ?></h2>
        
        <div class="bps-quote-details">
            <h3>Quote: <?php echo get_the_title($quote->ID); ?></h3>
            
            <table class="bps-services-table">
                <tr>
                    <th>Service</th>
                    <th>Description</th>
                    <th>Price</th>
                </tr>
                <?php foreach ($services as $service): ?>
                <tr>
                    <td><?php echo esc_html($service['name']); ?></td>
                    <td><?php echo esc_html($service['description'] ?? '-'); ?></td>
                    <td>₹<?php echo number_format($service['price'], 2); ?></td>
                </tr>
                <?php endforeach; ?>
                <tr class="bps-total-row">
                    <td colspan="2"><strong>Total</strong></td>
                    <td><strong>₹<?php echo number_format(get_post_meta($quote->ID, '_bps_total_amount', true), 2); ?></strong></td>
                </tr>
            </table>
            
            <div class="bps-actions">
                <a href="<?php echo add_query_arg('action', 'addon', bps_get_portal_url()); ?>" class="bps-btn">
                    Request Addon
                </a>
            </div>
        </div>
    </div>
    <?php
    return ob_get_clean();
}

Required Pages

The plugin requires specific pages with shortcodes:

Page Slug	Shortcode	Purpose
`quote-thank-you`	(auto-created)	Shown after quote submission
`client-portal`	`[bps_client_portal]`	Client quote viewing
`request-addon`	`[bps_client_portal action="addon"]`	Addon request form
`terms-and-conditions`	Manual	Legal terms
`privacy-policy`	Manual	Privacy policy
`admin-dashboard`	`[bps_admin_dashboard]`	Admin management

Database Schema

Custom Tables

sql

-- Service Categories stored in wp_terms and wp_term_taxonomy
-- Quotations stored in wp_posts with post_type 'bps_quotation'
-- Services stored in wp_posts with post_type 'bps_service'

-- Meta stored in wp_postmeta
-- _bps_service_price - Service price
-- _bps_service_duration - Estimated duration
-- _bps_access_token - Client access token
-- _bps_client_name - Client name
-- _bps_client_email - Client email
-- _bps_total_amount - Quote total
-- _bps_quote_status - pending/accepted/rejected

Post Meta Fields

Meta Key	Post Type	Description
`_bps_service_price`	bps_service	Service price
`_bps_service_duration`	bps_service	Duration in hours
`_bps_access_token`	bps_quotation	Unique access token
`_bps_client_name`	bps_quotation	Client name
`_bps_client_email`	bps_quotation	Client email
`_bps_total_amount`	bps_quotation	Total with GST
`_bps_quote_status`	bps_quotation	pending/accepted/rejected

Configuration Options

php

// Configuration constants
define('BPS_CPT_QUOTATION_SLUG', 'bps_quotation');
define('BPS_CPT_SERVICE_SLUG', 'bps_service');
define('BPS_TAXONOMY_SLUG', 'bps_service_category');
define('BPS_GST_OPTION_KEY', 'bps_prices_include_gst');

Settings stored in wp_options:

bps_prices_include_gst - '1' for inclusive, '0' for exclusive
Admin email (default BPS_ADMIN_EMAIL)
Site name (default BPS_FROM_NAME)

Pricing Logic

GST Handling

php

function bps_format_price($amount, $include_gst = true) {
    if ($include_gst) {
        $gst_rate = 0.20; // 20%
        $gst_amount = $amount - ($amount / (1 + $gst_rate));
        return [
            'subtotal' => $amount - $gst_amount,
            'gst' => $gst_amount,
            'total' => $amount
        ];
    } else {
        $gst_amount = $amount * $gst_rate;
        return [
            'subtotal' => $amount,
            'gst' => $gst_amount,
            'total' => $amount + $gst_amount
        ];
    }
}

Dynamic Calculations

Base price from selected services
Add-ons calculated separately
GST applied based on setting
Total updated in real-time via AJAX

Shortcodes

Shortcode	Description
`[bps_price_calculator]`	Interactive price calculator form
`[bps_client_login_form]`	Token entry form for clients
`[bps_client_portal]`	Client dashboard with quote details
`[bps_admin_dashboard]`	Admin overview and management

Security Features

Token-based access — No WordPress user accounts needed
Nonced forms — All forms use wp_nonce verification
Input sanitization — All inputs sanitized before processing
Access validation — Tokens validated before displaying data
URL hashing — Access tokens are randomly generated

Email Notifications

php

function bps_send_quote_email($quote_id, $client_email) {
    $quote = get_post($quote_id);
    $token = get_post_meta($quote_id, BPS_TOKEN_META_KEY, true);
    
    $portal_url = add_query_arg('token', $token, get_permalink_by_slug('client-portal'));
    
    $subject = 'Your Quote from ' . get_bloginfo('name');
    $message = "Your quote is ready!\n\n";
    $message .= "Quote: " . get_the_title($quote_id) . "\n";
    $message .= "Total: ₹" . number_format(get_post_meta($quote_id, '_bps_total_amount', true), 2) . "\n\n";
    $message .= "View your quote: $portal_url";
    
    wp_mail($client_email, $subject, $message);
}

Workflow