62 lines
3.1 KiB
Markdown
62 lines
3.1 KiB
Markdown
# Release Summary — 2026-03-20
|
|
|
|
---
|
|
|
|
## 1. QCR Sheet Creation (Non-EB Lead)
|
|
|
|
- Added **QCR** button in the Non-EB lead row dropdown (leads list page).
|
|
- Clicking QCR copies the existing RFQ Google Sheet for that lead, renames the copy by replacing "RFQ" with "QCR" in the filename, and places it in the same parent folder.
|
|
- The created sheet's Google File ID is saved to `leads.misc` (as `qcr_sheet_id`).
|
|
- Lead status is updated to `qcr_created` upon successful creation.
|
|
- If a QCR sheet already exists for the lead, the existing sheet URL is returned directly (no duplicate creation).
|
|
- A full-screen "Creating RFQ/QCR file, this may take a while, please wait..." overlay is shown during the AJAX call and hidden on completion.
|
|
|
|
---
|
|
|
|
## 2. RFQ/QCR Parent Folder ID — Environment Variable
|
|
|
|
- `RFQ_PARENT_FOLDER_ID` is now loaded from the `.env` file instead of being hardcoded in `RfqConfig.php`.
|
|
- Placeholder key added to `.env.sample` for environment setup reference.
|
|
|
|
---
|
|
|
|
## 3. RFQ/QCR File Viewers (Non-EB Lead Form)
|
|
|
|
- Added a **"RFQ/QCR File Viewers"** searchable multi-select field (Select2) on the Non-EB lead create/edit form, positioned before the Sales Person and Status fields.
|
|
- Populated with sales team email addresses.
|
|
- At least one viewer must be selected (validated on submit).
|
|
- Selected viewer emails are stored as a JSON array in a new database column `leads.rfq_qcr_viewers`.
|
|
- When an RFQ or QCR sheet is created, the selected viewer emails are applied as Google Sheet **viewer** permissions automatically.
|
|
|
|
> **DB Change Required:**
|
|
> ```sql
|
|
> ALTER TABLE leads ADD COLUMN rfq_qcr_viewers TEXT NULL;
|
|
> ```
|
|
|
|
---
|
|
|
|
## 4. Lead Attachment File Upload (All Mail Modals)
|
|
|
|
- Added a **file upload control** (label, file input, "Upload & Add" button) inside the attachment section of all four mail modals: Internal Mail, Client Mail, Insurer Mail, and Placement Mail.
|
|
- On upload:
|
|
- File is saved to the server under `uploads/lead_files/`.
|
|
- A record is inserted into the `lead_files` table.
|
|
- The attachment selection list in the modal is refreshed automatically to include the newly uploaded file.
|
|
|
|
---
|
|
|
|
## 5. External CC Field (Client Mail & Placement Mail)
|
|
|
|
- Added a manual **External CC** input field (comma-separated email addresses) to:
|
|
- **Client Mail modal** — visible only when sending a Client Mail (hidden for Insurer Mail).
|
|
- **Placement Mail modal** — always visible.
|
|
- On send:
|
|
1. The field value is validated as a comma-separated list of valid email addresses. Invalid entries show an error toast.
|
|
2. If valid external emails are present, a **Bootstrap confirmation modal** warns the user that the mail will be sent to external addresses.
|
|
3. On confirmation, the mail is sent; on cancel, the action is aborted.
|
|
- **Merge strategy:**
|
|
- **Placement Mail**: external CC emails are merged directly into the CC array (both are email strings) on the client side before the AJAX call.
|
|
- **Client Mail**: external CC emails are kept as a separate field and merged into the CC list on the server side, after internal user CC addresses are resolved from user IDs.
|
|
|
|
---
|