Skip to content

Commit

Permalink
Feature: Contact Notes / Interactions - Create an Add Model and displ…
Browse files Browse the repository at this point in the history 
…ay cpontact notes under contact details
  • Loading branch information
@johnnyq
johnnyq committed Nov 23, 2024
1 parent 1766b95 commit 724d4a3
Show file tree
Hide file tree
Showing 4 changed files with 144 additions and 0 deletions.
44 changes: 44 additions & 0 deletions client_contact_create_note_modal.php
View file
Original file line number Diff line number Diff line change
@@ -0,0 +1,44 @@
<div class="modal" id="createContactNoteModal<?php echo $contact_id; ?>" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-sticky-note mr-2"></i>Creating note: <strong><?php echo $contact_name; ?></strong></h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="contact_id" value="<?php echo $contact_id; ?>">

<div class="modal-body bg-white">

<div class="form-group">
<label>Type</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-comment"></i></span>
</div>
<select class="form-control select2" name="type">
<option>Call</option>
<option>Email</option>
<option>Meeting</option>
<option>In Person</option>
<option>Note</option>
</select>
</div>
</div>

<div class="form-group">
<textarea class="form-control" rows="6" name="note" placeholder="Notes, eg Personal tidbits to spark convo, temperment, etc"></textarea>
</div>

</div>

<div class="modal-footer bg-white">
<button type="submit" name="add_contact_note" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Create</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
</div>
</form>
</div>
</div>
</div>
69 changes: 69 additions & 0 deletions client_contact_details.php
View file
Original file line number Diff line number Diff line change
Expand Up @@ -94,6 +94,10 @@
}
$contact_tags_display = implode('', $contact_tag_name_display_array);

// Notes
$sql_related_notes = mysqli_query($mysqli, "SELECT * FROM contact_notes LEFT JOIN users ON contact_note_created_by = user_id WHERE contact_note_contact_id = $contact_id ORDER BY contact_note_created_at DESC");
$note_count = mysqli_num_rows($sql_related_notes);

?>

<div class="row">
Expand Down Expand Up @@ -614,6 +618,71 @@
</div>
</div>
</div>

<div class="card card-dark <?php if ($note_count == 0) { echo "d-none"; } ?>">
<div class="card-header">
<h3 class="card-title"><i class="fa fa-fw fa-sticky-note mr-2"></i>Notes</h3>
</div>
<div class="card-body">
<div class="table-responsive-sm">
<table class="table table-striped table-borderless table-hover dataTables" style="width:100%">
<thead class="text-dark">
<tr>
<th>Type</th>
<th>Note</th>
<th>By</th>
<th>Created</th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
<?php

while ($row = mysqli_fetch_array($sql_related_notes)) {
$contact_note_id = intval($row['contact_note_id']);
$contact_note_type = nullable_htmlentities($row['contact_note_type']);
$contact_note = nullable_htmlentities($row['contact_note']);
$note_by = nullable_htmlentities($row['user_name']);
$contact_note_created_at = nullable_htmlentities($row['contact_note_created_at']);

?>

<tr>
<td><?php echo $contact_note_type; ?></td>
<td><?php echo $contact_note; ?></td>
<td><?php echo $note_by; ?></td>
<td><?php echo $contact_note_created_at; ?></td>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editContactNoteModal<?php echo $contact_note_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<?php if ($session_user_role == 3) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold" href="post.php?delete_contact_note=<?php echo $contact_note_id; ?>">
<i class="fas fa-fw fa-trash mr-2"></i>Delete
</a>
<?php } ?>
</div>
</div>
</td>
</tr>

<?php

}

?>

</tbody>
</table>
</div>
</div>
</div>

</div>

Expand Down
4 changes: 4 additions & 0 deletions client_contacts.php
View file
Original file line number Diff line number Diff line change
Expand Up @@ -382,6 +382,9 @@ class="btn btn-<?php if($archived == 1){ echo "primary"; } else { echo "default"
<a class="dropdown-item" href="client_contact_details.php?client_id=<?php echo $client_id; ?>&contact_id=<?php echo $contact_id; ?>">
<i class="fas fa-fw fa-eye mr-2"></i>Details
</a>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#createContactNoteModal<?php echo $contact_id; ?>">
<i class="fas fa-fw fa-sticky-note mr-2"></i>Make Note
</a>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editContactModal<?php echo $contact_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
Expand Down Expand Up @@ -416,6 +419,7 @@ class="btn btn-<?php if($archived == 1){ echo "primary"; } else { echo "default"

<?php

require "client_contact_create_note_modal.php";
require "client_contact_edit_modal.php";

}
Expand Down
27 changes: 27 additions & 0 deletions post/user/contact.php
View file
Original file line number Diff line number Diff line change
Expand Up @@ -216,6 +216,33 @@

}

if (isset($_POST['add_contact_note'])) {

enforceUserPermission('module_client', 2);

$contact_id = intval($_POST['contact_id']);
$type = sanitizeInput($_POST['type']);
$note = sanitizeInput($_POST['note']);

// Get Contact details for logging and alerting
$sql = mysqli_query($mysqli,"SELECT contact_name, contact_client_id FROM contacts WHERE contact_id = $contact_id");
$row = mysqli_fetch_array($sql);
$contact_name = sanitizeInput($row['contact_name']);
$client_id = intval($row['contact_client_id']);

mysqli_query($mysqli, "INSERT INTO contact_notes SET contact_note_type = '$type', contact_note = '$note', contact_note_created_by = $session_user_id, contact_note_contact_id = $contact_id");

$contact_note_id = mysqli_insert_id($mysqli);

//Logging
logAction("Contact", "Edit", "$session_name created a $type note for contact $contact_name", $client_id, $contact_id);

$_SESSION['alert_message'] = "Note <strong>$type</strong> created for <strong>$contact_name</strong>";

header("Location: " . $_SERVER["HTTP_REFERER"]);

}

if (isset($_POST['bulk_assign_contact_location'])) {

enforceUserPermission('module_client', 2);
Expand Down

0 comments on commit 724d4a3

Please sign in to comment.