Add GraphQL Support and Notes Integration for Users and Contacts#264
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JoseSzycho wants to merge 7 commits intomainfrom
Open
Add GraphQL Support and Notes Integration for Users and Contacts#264JoseSzycho wants to merge 7 commits intomainfrom
JoseSzycho wants to merge 7 commits intomainfrom
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- Implemented `useNotes`, `useNoteCreate`, `useNoteUpdate`, and `useNoteDelete` hooks for managing notes. - Created GraphQL request functions for listing, creating, updating, and deleting notes. - Added tests for note request functions to ensure correct API interactions. - Updated environment configuration to include optional `GRAPHQL_URL` setting.
- Integrated `AddNoteDialog` for creating notes related to users. - Implemented `NoteList` to display notes associated with the user. - Added state management for refreshing the note list upon creation of new notes.
- Integrated `AddNoteDialog` and `ShowNotesDialog` for managing notes related to contacts. - Added state management to refresh notes upon creation. - Updated UI to include note management components in the contact information section.
- Integrated `MyFollowUpsDialog` for managing notes follow-ups in the user navigation menu. - Updated the dropdown menu to include an option for accessing notes follow-ups with a new icon.
- Introduced a new `maxWidth` prop to the `Tooltip` component to allow customization of tooltip width. - Updated the `TooltipContent` to apply the maxWidth style dynamically based on the new prop.
Collaborator
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@JoseSzycho great work here! I think notes should live on their own tab. That's too much for the overview page. Maybe in the overview page, you could just list the follow ups for the user. My 2 cents. |
Contributor
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@JoseSzycho pls pull the latest changes from main, and I’ll review it afterward |
Author
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Seems that the Notes API is going to change, so I will wait to make the changes on the API and then come back to fix this. |
This was referenced Dec 15, 2025
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Add GraphQL Support and Notes Integration for Users and Contacts
Description
This PR introduces GraphQL support to the staff portal and implements a comprehensive notes management system for Users and Contacts. Staff members can now add, edit, and manage notes with follow-up tracking capabilities.
Closes #249
📹 Video Walkthrough: View Demo Video
Changes
🚀 GraphQL Integration
codegen.ts)GRAPHQL_URLfor API configuration📝 Notes Feature
Note Management Components
NoteList- Display and manage notes with inline editingNoteForm- Create and edit notes with follow-up optionsShowNotesDialog- Modal dialog to view notes on entitiesFollowUpsList- List of notes marked for follow-upMyFollowUpsDialog- Quick access to personal follow-ups from sidebarNote Capabilities
🔧 Additional Improvements
Tooltipcomponent withmaxWidthprop for better customizationScreenshots
Add screenshots of the notes feature in action here
Testing