ContactSummary - Add SearchKit display for Notes tab

diff --git a/ang/afform/afsearchNoteComments.aff.html b/ang/afform/afsearchNoteComments.aff.html
new file mode 100644 (file)
index 0000000..69d333e
--- /dev/null
+++ b/ang/afform/afsearchNoteComments.aff.html
@@ -0,0 +1,3 @@
+<div af-fieldset="">
+  <crm-search-display-table search-name="Contact_Summary_Notes" display-name="Note_Comments" filters="{entity_table: 'civicrm_note', entity_id: routeParams.parent_id}"></crm-search-display-table>
+</div>

diff --git a/ang/afform/afsearchNoteComments.aff.php b/ang/afform/afsearchNoteComments.aff.php
new file mode 100644 (file)
index 0000000..eb4788c
--- /dev/null
+++ b/ang/afform/afsearchNoteComments.aff.php
@@ -0,0 +1,13 @@
+<?php
+
+return [
+  'type' => 'search',
+  'title' => ts('Comments'),
+  'icon' => 'fa-list-alt',
+  'server_route' => 'civicrm/contact/view/note/comments',
+  'permission' => [
+    'access CiviCRM',
+    'view all notes',
+  ],
+  'permission_operator' => 'OR',
+];

diff --git a/ang/afform/afsearchTabNote.aff.html b/ang/afform/afsearchTabNote.aff.html
new file mode 100644 (file)
index 0000000..626cea7
--- /dev/null
+++ b/ang/afform/afsearchTabNote.aff.html
@@ -0,0 +1,3 @@
+<div af-fieldset="">
+  <crm-search-display-table search-name="Contact_Summary_Notes" display-name="Contact_Summary_Notes_Tab" filters="{entity_id: options.contact_id, entity_table: 'civicrm_contact'}"></crm-search-display-table>
+</div>

diff --git a/ang/afform/afsearchTabNote.aff.php b/ang/afform/afsearchTabNote.aff.php
new file mode 100644 (file)
index 0000000..c22bf3a
--- /dev/null
+++ b/ang/afform/afsearchTabNote.aff.php
@@ -0,0 +1,16 @@
+<?php
+
+return [
+  'type' => 'search',
+  'title' => ts('Notes'),
+  'description' => '',
+  'contact_summary' => 'tab',
+  'summary_weight' => 100,
+  'icon' => 'fa-sticky-note-o',
+  'summary_contact_type' => NULL,
+  'permission' => [
+    'access CiviCRM',
+  ],
+  'permission_operator' => 'AND',
+  'navigation' => NULL,
+];

diff --git a/managed/contactSummary/SavedSearch_Contact_Summary_Notes.mgd.php b/managed/contactSummary/SavedSearch_Contact_Summary_Notes.mgd.php
new file mode 100644 (file)
index 0000000..b9a376a
--- /dev/null
+++ b/managed/contactSummary/SavedSearch_Contact_Summary_Notes.mgd.php
@@ -0,0 +1,424 @@
+<?php
+
+return [
+  [
+    'name' => 'SavedSearch_Contact_Summary_Notes',
+    'entity' => 'SavedSearch',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Contact_Summary_Notes',
+        'label' => ts('Contact Summary Notes'),
+        'form_values' => NULL,
+        'mapping_id' => NULL,
+        'search_custom_id' => NULL,
+        'api_entity' => 'Note',
+        'api_params' => [
+          'version' => 4,
+          'select' => [
+            'id',
+            'subject',
+            'note',
+            'note_date',
+            'modified_date',
+            'contact_id.sort_name',
+            'GROUP_CONCAT(UNIQUE Note_EntityFile_File_01.file_name) AS GROUP_CONCAT_Note_EntityFile_File_01_file_name',
+            'COUNT(Note_Note_entity_id_01.id) AS COUNT_Note_Note_entity_id_01_id',
+          ],
+          'orderBy' => [],
+          'where' => [],
+          'groupBy' => [
+            'id',
+          ],
+          'join' => [
+            [
+              'File AS Note_EntityFile_File_01',
+              'LEFT',
+              'EntityFile',
+              [
+                'id',
+                '=',
+                'Note_EntityFile_File_01.entity_id',
+              ],
+              [
+                'Note_EntityFile_File_01.entity_table',
+                '=',
+                "'civicrm_note'",
+              ],
+            ],
+            [
+              'Note AS Note_Note_entity_id_01',
+              'LEFT',
+              [
+                'id',
+                '=',
+                'Note_Note_entity_id_01.entity_id',
+              ],
+              [
+                'Note_Note_entity_id_01.entity_table',
+                '=',
+                "'civicrm_note'",
+              ],
+            ],
+          ],
+          'having' => [],
+        ],
+        'expires_date' => NULL,
+        'description' => NULL,
+      ],
+      'match' => [
+        'name',
+      ],
+    ],
+  ],
+  [
+    'name' => 'SavedSearch_Contact_Summary_Notes_SearchDisplay_Contact_Summary_Notes_Tab',
+    'entity' => 'SearchDisplay',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Contact_Summary_Notes_Tab',
+        'label' => ts('Contact Summary Notes Tab'),
+        'saved_search_id.name' => 'Contact_Summary_Notes',
+        'type' => 'table',
+        'settings' => [
+          'description' => NULL,
+          'sort' => [
+            ['note_date', 'DESC'],
+          ],
+          'limit' => 25,
+          'pager' => [
+            'hide_single' => TRUE,
+            'show_count' => FALSE,
+            'expose_limit' => TRUE,
+          ],
+          'placeholder' => 5,
+          'columns' => [
+            [
+              'type' => 'field',
+              'key' => 'subject',
+              'dataType' => 'String',
+              'label' => ts('Subject'),
+              'sortable' => TRUE,
+              'editable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'note',
+              'dataType' => 'Text',
+              'label' => ts('Note'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'note_date',
+              'dataType' => 'Timestamp',
+              'label' => ts('Note Date'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'modified_date',
+              'dataType' => 'Timestamp',
+              'label' => ts('Modified'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'contact_id.sort_name',
+              'dataType' => 'String',
+              'label' => ts('Created By'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'GROUP_CONCAT_Note_EntityFile_File_01_file_name',
+              'dataType' => 'String',
+              'label' => ts('Attachments'),
+              'sortable' => TRUE,
+              'link' => [
+                'path' => '[GROUP_CONCAT_Note_EntityFile_File_01_url]',
+                'entity' => '',
+                'action' => '',
+                'join' => '',
+                'target' => '',
+              ],
+              'icons' => [
+                [
+                  'field' => 'Note_EntityFile_File_01.icon',
+                  'side' => 'left',
+                ],
+              ],
+              'cssRules' => [
+                [
+                  'crm-image-popup',
+                  'Note_EntityFile_File_01.is_image',
+                  '=',
+                  TRUE,
+                ],
+              ],
+            ],
+            [
+              'size' => 'btn-xs',
+              'links' => [
+                [
+                  'path' => 'civicrm/note?action=add&reset=1&entity_table=civicrm_note&entity_id=[id]',
+                  'icon' => 'fa-comment-o',
+                  'text' => '0',
+                  'style' => 'default',
+                  'condition' => [
+                    'COUNT_Note_Note_entity_id_01_id',
+                    'IS EMPTY',
+                  ],
+                  'task' => '',
+                  'entity' => '',
+                  'action' => '',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+                [
+                  'path' => 'civicrm/contact/view/note/comments#?parent_id=[id]',
+                  'icon' => 'fa-comments',
+                  'text' => '[COUNT_Note_Note_entity_id_01_id]',
+                  'style' => 'info',
+                  'condition' => [
+                    'COUNT_Note_Note_entity_id_01_id',
+                    'IS NOT EMPTY',
+                  ],
+                  'task' => '',
+                  'entity' => '',
+                  'action' => '',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+              ],
+              'type' => 'buttons',
+              'alignment' => '',
+              'label' => ts('Comments'),
+            ],
+            [
+              'size' => 'btn-xs',
+              'links' => [
+                [
+                  'icon' => 'fa-external-link',
+                  'text' => ts('View'),
+                  'style' => 'default',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'view',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+                [
+                  'icon' => 'fa-pencil',
+                  'text' => ts('Edit'),
+                  'style' => 'default',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'update',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+                [
+                  'icon' => 'fa-trash',
+                  'text' => ts('Delete'),
+                  'style' => 'danger',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'delete',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+              ],
+              'type' => 'buttons',
+              'alignment' => 'text-right',
+            ],
+          ],
+          'actions' => FALSE,
+          'classes' => [
+            'table',
+            'table-striped',
+          ],
+          'headerCount' => FALSE,
+          'toolbar' => [
+            [
+              'text' => ts('Add Note'),
+              'icon' => 'fa-plus',
+              'style' => 'primary',
+              'entity' => 'Note',
+              'action' => 'add',
+              'target' => 'crm-popup',
+            ],
+          ],
+        ],
+        'acl_bypass' => FALSE,
+      ],
+      'match' => [
+        'name',
+        'saved_search_id',
+      ],
+    ],
+  ],
+  [
+    'name' => 'SavedSearch_Contact_Summary_Notes_SearchDisplay_Note_Comments',
+    'entity' => 'SearchDisplay',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Note_Comments',
+        'label' => ts('Note Comments'),
+        'saved_search_id.name' => 'Contact_Summary_Notes',
+        'type' => 'table',
+        'settings' => [
+          'description' => NULL,
+          'sort' => [
+            ['note_date', 'DESC'],
+          ],
+          'limit' => 25,
+          'pager' => [
+            'hide_single' => TRUE,
+            'show_count' => TRUE,
+            'expose_limit' => TRUE,
+          ],
+          'placeholder' => 5,
+          'columns' => [
+            [
+              'type' => 'field',
+              'key' => 'subject',
+              'dataType' => 'String',
+              'label' => ts('Subject'),
+              'sortable' => TRUE,
+              'editable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'note',
+              'dataType' => 'Text',
+              'label' => ts('Note'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'note_date',
+              'dataType' => 'Timestamp',
+              'label' => ts('Note Date'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'modified_date',
+              'dataType' => 'Timestamp',
+              'label' => ts('Modified'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'contact_id.sort_name',
+              'dataType' => 'String',
+              'label' => ts('Created By'),
+              'sortable' => TRUE,
+            ],
+            [
+              'type' => 'field',
+              'key' => 'GROUP_CONCAT_Note_EntityFile_File_01_file_name',
+              'dataType' => 'String',
+              'label' => ts('Attachments'),
+              'sortable' => TRUE,
+              'link' => [
+                'path' => '[GROUP_CONCAT_Note_EntityFile_File_01_url]',
+                'entity' => '',
+                'action' => '',
+                'join' => '',
+                'target' => '',
+              ],
+              'icons' => [
+                [
+                  'field' => 'Note_EntityFile_File_01.icon',
+                  'side' => 'left',
+                ],
+              ],
+              'cssRules' => [
+                [
+                  'crm-image-popup',
+                  'Note_EntityFile_File_01.is_image',
+                  '=',
+                  TRUE,
+                ],
+              ],
+            ],
+            [
+              'size' => 'btn-xs',
+              'links' => [
+                [
+                  'icon' => 'fa-external-link',
+                  'text' => ts('View'),
+                  'style' => 'default',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'view',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+                [
+                  'icon' => 'fa-pencil',
+                  'text' => ts('Edit'),
+                  'style' => 'default',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'update',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+                [
+                  'icon' => 'fa-trash',
+                  'text' => ts('Delete'),
+                  'style' => 'danger',
+                  'condition' => [],
+                  'task' => '',
+                  'entity' => 'Note',
+                  'action' => 'delete',
+                  'join' => '',
+                  'target' => 'crm-popup',
+                ],
+              ],
+              'type' => 'buttons',
+              'alignment' => 'text-right',
+            ],
+          ],
+          'actions' => FALSE,
+          'classes' => [
+            'table',
+            'table-striped',
+          ],
+          'headerCount' => FALSE,
+          'toolbar' => [
+            [
+              'text' => ts('Add Comment'),
+              'icon' => 'fa-plus',
+              'style' => 'primary',
+              'entity' => 'Note',
+              'action' => 'add',
+              'target' => 'crm-popup',
+            ],
+          ],
+        ],
+        'acl_bypass' => FALSE,
+      ],
+      'match' => [
+        'name',
+        'saved_search_id',
+      ],
+    ],
+  ],
+];