Steve Sutton [Wed, 17 Oct 2018 17:55:53 +0000 (13:55 -0400)]
Update for the leads plugin to add new lead.
Testing adding lead without any leads for some reason wasn't showing
form. When creating the newEntry status wasn't being set. Looking for
status or adding new lead to show the form.
Steve Sutton [Wed, 11 Jul 2018 15:41:51 +0000 (11:41 -0400)]
Update for Harbor Country
different field id for contact form zip
Steve Sutton [Wed, 11 Jul 2018 13:18:52 +0000 (09:18 -0400)]
Update to fix MAVB zip
Somehow in Feb 2018 zip codes stopped going into our leads. Was the
Gravity Form changed.
Steve Sutton [Mon, 2 Apr 2018 17:55:53 +0000 (13:55 -0400)]
Merge tag 'v1.1.3' into develop
Version 1.1.3
Steve Sutton [Mon, 2 Apr 2018 17:55:47 +0000 (13:55 -0400)]
Merge branch 'release/1.1.3'
Steve Sutton [Mon, 2 Apr 2018 17:55:31 +0000 (13:55 -0400)]
Bump version number
New release
Steve Sutton [Mon, 2 Apr 2018 17:54:40 +0000 (13:54 -0400)]
Update for interest names with html entities.
Need to fix any interest with html entities in the names.
Steve Sutton [Mon, 2 Apr 2018 17:45:44 +0000 (13:45 -0400)]
Update the html_entity_decode
Do this when putting the interest together.
Steve Sutton [Mon, 2 Apr 2018 17:42:11 +0000 (13:42 -0400)]
Update for ampersands.
Decode these.
Steve Sutton [Mon, 2 Apr 2018 17:35:04 +0000 (13:35 -0400)]
Merge tag 'v1.1.2' into develop
Version 1.1.2
Steve Sutton [Mon, 2 Apr 2018 17:34:57 +0000 (13:34 -0400)]
Merge branch 'hotfix/1.1.2'
Steve Sutton [Mon, 2 Apr 2018 17:34:09 +0000 (13:34 -0400)]
Updating export csv file to have interest fields in separate columns.
Use separate columns for the interest fields.
Steve Sutton [Thu, 8 Feb 2018 14:47:01 +0000 (09:47 -0500)]
Update for member leads import
updating the source_id
Steve Sutton [Thu, 8 Feb 2018 13:45:12 +0000 (08:45 -0500)]
Update the member leads import
Have it run import categories when start is 0.
Steve Sutton [Tue, 30 Jan 2018 16:05:06 +0000 (11:05 -0500)]
checkbox value update
Checkboxes need to be true not 1.
Steve Sutton [Mon, 29 Jan 2018 20:20:51 +0000 (15:20 -0500)]
Updating the leads plugin
Needed update for getting wmta leads into our leads system.
Steve Sutton [Thu, 7 Sep 2017 17:23:42 +0000 (13:23 -0400)]
Merge tag 'v1.1.1' into develop
Version 1.1.1
Steve Sutton [Thu, 7 Sep 2017 17:23:36 +0000 (13:23 -0400)]
Merge branch 'release/1.1.1'
Steve Sutton [Thu, 7 Sep 2017 17:23:12 +0000 (13:23 -0400)]
Bump version number for release
release 1.1.1
Steve Sutton [Tue, 5 Sep 2017 12:41:03 +0000 (08:41 -0400)]
Setup the default for boolean fields to null
This will correctly setup the mailOK and memberOK dropdowns.
Steve Sutton [Tue, 5 Sep 2017 12:25:16 +0000 (08:25 -0400)]
Revert "Removing this enable members part"
This reverts commit
0aea954bbde4f92adf9e22bc3f2d6239e42259c5.
Steve Sutton [Tue, 5 Sep 2017 12:20:11 +0000 (08:20 -0400)]
Removing this enable members part
This was added originally in the wrong place. This needs to be a
management option not in settings.
Steve Sutton [Fri, 1 Sep 2017 16:11:57 +0000 (12:11 -0400)]
Adding management option for members to access leads.
default to turning it on.
Steve Sutton [Mon, 27 Feb 2017 19:45:39 +0000 (14:45 -0500)]
Remove notice
Notice from array if there's no contact plugin enabled.
Steve Sutton [Wed, 11 Jan 2017 20:52:27 +0000 (15:52 -0500)]
Add import option for Harbor Country leads.
This will need work on it to make it usable by another client.
Steve Sutton [Wed, 11 Jan 2017 20:48:41 +0000 (15:48 -0500)]
Output email if no fname lname is found.
If there's no name for contact need to output the email.
Steve Sutton [Wed, 14 Dec 2016 16:15:59 +0000 (11:15 -0500)]
Debug remove
Removing debug for smarty
Steve Sutton [Wed, 14 Dec 2016 16:10:44 +0000 (11:10 -0500)]
Taking care of errors.
php error for undefined variables.
Steve Sutton [Fri, 21 Oct 2016 14:27:21 +0000 (10:27 -0400)]
Update for adding enable_member flag.
This effects the setting page.
Need to pass the enable_members flag.
For the header part.
Steve Sutton [Wed, 19 Oct 2016 13:46:13 +0000 (09:46 -0400)]
Merge tag 'v1.1.0' into develop
Version 1.1.0
Steve Sutton [Wed, 19 Oct 2016 13:46:07 +0000 (09:46 -0400)]
Merge branch 'release/1.1.0'
Steve Sutton [Wed, 19 Oct 2016 13:45:38 +0000 (09:45 -0400)]
Bump version number
New feature
Adding dashboard
Steve Sutton [Tue, 18 Oct 2016 16:29:16 +0000 (12:29 -0400)]
Merge branch 'feature/dashboard' into develop
Steve Sutton [Tue, 11 Oct 2016 14:33:58 +0000 (10:33 -0400)]
Updating the dashboard model and view
Making this one model and view work for both a member contact logged in
and a member manager.
Steve Sutton [Tue, 4 Oct 2016 14:15:49 +0000 (10:15 -0400)]
Hide the main dashboard widget for leads.
Not complete yet.
Steve Sutton [Mon, 3 Oct 2016 15:00:56 +0000 (11:00 -0400)]
Switching positions
Switch positions with member contact dashboard.
Steve Sutton [Tue, 27 Sep 2016 20:30:32 +0000 (16:30 -0400)]
Add link to header.
So they can easily get the plugins main page for that member.
Steve Sutton [Tue, 27 Sep 2016 20:25:54 +0000 (16:25 -0400)]
Update add_filter priority
To rearrange the dashboards
Steve Sutton [Tue, 27 Sep 2016 14:15:33 +0000 (10:15 -0400)]
Merge branch 'develop' into feature/dashboard
Steve Sutton [Fri, 16 Sep 2016 15:39:32 +0000 (11:39 -0400)]
Take care of undefined
Remove dot from assignment.
Chuck Scott [Fri, 9 Sep 2016 20:31:42 +0000 (16:31 -0400)]
Cleaned up require/include parens.
Steve Sutton [Thu, 8 Sep 2016 20:41:31 +0000 (16:41 -0400)]
Update for the user id.
Need the wpUser for the correct user id.
The other one is the member id.
Steve Sutton [Thu, 8 Sep 2016 20:31:32 +0000 (16:31 -0400)]
Setting up the dashboard content for the leads.
Link to search form.
Link to the last search download.
Steve Sutton [Thu, 8 Sep 2016 13:01:15 +0000 (09:01 -0400)]
Merge branch 'develop' into feature/dashboard
Steve Sutton [Thu, 8 Sep 2016 12:59:07 +0000 (08:59 -0400)]
Line up comments
To keep this file organized
Chuck Scott [Mon, 29 Aug 2016 18:23:25 +0000 (14:23 -0400)]
Removed all parens from require and include statements.
Steve Sutton [Thu, 25 Aug 2016 17:31:42 +0000 (13:31 -0400)]
Fix an error if nothing is passed in.
If no id then don't do anything.
Steve Sutton [Thu, 25 Aug 2016 14:05:15 +0000 (10:05 -0400)]
Merge branch 'feature/leadStats' into develop
Steve Sutton [Thu, 25 Aug 2016 13:25:09 +0000 (09:25 -0400)]
Setup the cron task and make sure we cleaning up
Clean up by deactivate class.
Deactivating the plugin will clear all cron tasks for this plugin.
Steve Sutton [Wed, 24 Aug 2016 20:44:45 +0000 (16:44 -0400)]
Updated the weekly and monthly date ranges
Now I'm getting the correct lead counts for weeks daily and monthly
stats.
Steve Sutton [Wed, 24 Aug 2016 19:51:59 +0000 (15:51 -0400)]
Still working on the date range
Trying it with both set to 1 week and 1 month
Steve Sutton [Wed, 24 Aug 2016 19:50:03 +0000 (15:50 -0400)]
adjusting dates again
make sure monthly $date is correctly created using mktime
Steve Sutton [Wed, 24 Aug 2016 19:44:57 +0000 (15:44 -0400)]
Update the date to search for leads data.
Adjusting the start and end range for pulling weekly and monthly data.
Steve Sutton [Wed, 24 Aug 2016 19:07:15 +0000 (15:07 -0400)]
Updating weekly monthly stats
The weekly stats and monthly stats are now being created and added into
the db.
Steve Sutton [Wed, 24 Aug 2016 13:44:42 +0000 (09:44 -0400)]
WIP weekly stats
Working out the issue with weekly stats.
Steve Sutton [Tue, 16 Aug 2016 20:44:24 +0000 (16:44 -0400)]
Generate lead stats WIP
I'm setting up an ajax model which will generate the lead stats.
Daily is working so far.
Working on Weekly stats.
Steve Sutton [Mon, 1 Aug 2016 16:04:13 +0000 (12:04 -0400)]
Merge tag 'v1.0.2' into develop
Version 1.0.2
Steve Sutton [Mon, 1 Aug 2016 16:04:07 +0000 (12:04 -0400)]
Merge branch 'hotfix/1.0.2'
Steve Sutton [Mon, 1 Aug 2016 16:02:23 +0000 (12:02 -0400)]
Bug fix for first time in leads
Bug Fix for #
0000023
When you first get to leads it was showing only the member contact view.
This is now fixed and it will now show the proper screen when going to
leads for first time.
Steve Sutton [Mon, 1 Aug 2016 13:41:51 +0000 (09:41 -0400)]
Merge tag 'v1.0.1' into develop
Version 1.0.1
Steve Sutton [Mon, 1 Aug 2016 13:41:46 +0000 (09:41 -0400)]
Merge branch 'hotfix/1.0.1'
Steve Sutton [Mon, 1 Aug 2016 13:41:10 +0000 (09:41 -0400)]
Update for the csv download file.
Need to get email and the source name because these are reference ids.
Steve Sutton [Wed, 27 Jul 2016 18:43:12 +0000 (14:43 -0400)]
Merge tag 'v1.0.0' into develop
Version 1.0.0
Steve Sutton [Wed, 27 Jul 2016 18:43:05 +0000 (14:43 -0400)]
Merge branch 'release/1.0.0'
Steve Sutton [Wed, 27 Jul 2016 18:42:17 +0000 (14:42 -0400)]
Release for version 1.0.0
This is the first version of the glm associate leads plugin.
Do not have stats running or the dashboard done yet.
Steve Sutton [Wed, 27 Jul 2016 18:38:38 +0000 (14:38 -0400)]
Bug fix for gravityform initial import.
When adding the intersts table had to adjust the insert statement
because I moved the gf_field_id from here into new table.
Steve Sutton [Tue, 26 Jul 2016 20:37:49 +0000 (16:37 -0400)]
Update to fix the csv file for different groups of interests.
When getting the entries for the file each one has to have all the group
name fields so it can properly put them into the file.
Steve Sutton [Tue, 26 Jul 2016 19:12:06 +0000 (15:12 -0400)]
Leads table updates for stats.
Chuck and I discussed the tables for the leads stats need to change.
We're removing the original tables and using one called
{prefix}lead_stats which will store the daily weekly monthly stats.
Then we could very simply add more types like yearly or whatever.
Steve Sutton [Tue, 26 Jul 2016 18:14:15 +0000 (14:14 -0400)]
Update code with documentation.
Documenting the GlmMembersAdmin_management_leads class methods.
Steve Sutton [Tue, 26 Jul 2016 17:46:32 +0000 (13:46 -0400)]
Updates for the gravity form intergration
Worked out some issues with the Leads and how to manage some interests
groups that aren't the same on some forms. adding new records when the
get submitted to the gravity form and our leads tables. Testing out
the leads entries with other forms and found issue with forms that
don't have a member_ok field set it updates that field.
Updated the code to fix that.
Chuck Scott [Tue, 26 Jul 2016 17:32:26 +0000 (13:32 -0400)]
Updated author name
Steve Sutton [Mon, 25 Jul 2016 12:34:21 +0000 (08:34 -0400)]
Sources should only get ones with enabled as true.
If the form is not enabled then don't show it in the list.
Steve Sutton [Mon, 25 Jul 2016 12:15:45 +0000 (08:15 -0400)]
Updating how to get the lead entry records for the csv file
To not get timeouts or memory errors use direct wordpress query instead
of the DataAbstract method to get the list.
Steve Sutton [Fri, 22 Jul 2016 20:42:03 +0000 (16:42 -0400)]
Fixing issue with lead entry update insert and date_created
Wasn't setting the date_submitted from the entry data was using
current_time which won't work. We need to see when the entry was in the
gravity form.
Steve Sutton [Fri, 22 Jul 2016 18:41:20 +0000 (14:41 -0400)]
Remove vim session file
Not needed in plugin
Steve Sutton [Fri, 22 Jul 2016 17:46:35 +0000 (13:46 -0400)]
DB updates and getting the leads and interest fields to import.
For importing of the interest fields from the forms I setup new table
for linking the gravity form field id to the interest. This is so we
don't have duplicate named interest but can figure out which ones are
coming from the gravity form on the GF import.
GP import does 200 at a time now.
Steve Sutton [Thu, 21 Jul 2016 21:16:32 +0000 (17:16 -0400)]
WIP for working on the lead import from GF
Working through gravity form leads to import them into our leads and
lead_entry tables.
Can only import ones with email addresses.
Steve Sutton [Wed, 20 Jul 2016 20:45:21 +0000 (16:45 -0400)]
WIP for gravity form lead import
Working on the member lead import from gravity forms
working out which fields to pull from the gravity leads.
I have a form to set these up based on the field setup from gravity form.
Steve Sutton [Wed, 20 Jul 2016 14:37:18 +0000 (10:37 -0400)]
Correction in setting up tables.
Create database script had an error.
Setting up default value for members field in one of the tables.
Steve Sutton [Wed, 20 Jul 2016 13:27:34 +0000 (09:27 -0400)]
WIP for import of gravity forms
Adding tab in the management section for the leads.
Gravity Form.
This will give stats on form entries and give choices of which form to
import into our leads table.
Steve Sutton [Tue, 19 Jul 2016 21:02:41 +0000 (17:02 -0400)]
Updating member leads with new field for group_interests
Adding members boolean field. When checked for a group interests it will
output on the member contact (member only) lead search form.
Jodie said that the member contact will only be able to search for
interest not how did you hear about us stuff like what is setup for
saultstemarie.
I called the field members because interest is already used for a table.
Steve Sutton [Tue, 19 Jul 2016 17:46:49 +0000 (13:46 -0400)]
tarting out with the dashboard
This is only test stuff for now.
Steve Sutton [Mon, 18 Jul 2016 17:59:10 +0000 (13:59 -0400)]
Make the group id required.
This is to prevent them form entering interests that won't be shown
anywhere.
Steve Sutton [Mon, 18 Jul 2016 17:33:11 +0000 (13:33 -0400)]
Update for interest names with specialchars
Do htmlspecialchars_decode to check for matches.
Steve Sutton [Mon, 18 Jul 2016 12:18:06 +0000 (08:18 -0400)]
Don't hide the search form if there are no results.
Use the haveLeads variable to test for results.
Steve Sutton [Fri, 15 Jul 2016 19:07:16 +0000 (15:07 -0400)]
Get back to search link to work.
I have the Back to Search link working for the add edit page.
This works if they area adding or editing the lead also.
Steve Sutton [Fri, 15 Jul 2016 17:46:43 +0000 (13:46 -0400)]
Add Lead Entry Form done
Also have put in success messages for the update insert parts.
And hide the search form when searching and add button to toggle the
form.
Steve Sutton [Thu, 14 Jul 2016 20:59:22 +0000 (16:59 -0400)]
Working more on the add edit form.
Adding to the edit template the mail_ok and member_ok fields.
Getting the info from the main leads record.
Steve Sutton [Thu, 14 Jul 2016 13:18:19 +0000 (09:18 -0400)]
Adding the source and mail_ok to search form
Can now search by the Source (like contact types) and mail_ok field.
Steve Sutton [Wed, 13 Jul 2016 14:52:10 +0000 (10:52 -0400)]
Adding csv file download from Leads.
I have the search results output a link for the download of the leads.
The download file is a CSV file format.
Steve Sutton [Tue, 12 Jul 2016 20:54:11 +0000 (16:54 -0400)]
Start working on the ajax for lead downloads.
Should be setup much like the other ajax stuff I setup on events.
Steve Sutton [Tue, 12 Jul 2016 19:10:36 +0000 (15:10 -0400)]
Update the search form and adding the source table entries.
Members in the members only will not be able to edit leads.
Lead sources not setup so they're entered into the sources table.
Also adding new fields for the sources table and the searches table.
Steve Sutton [Mon, 11 Jul 2016 20:55:16 +0000 (16:55 -0400)]
Adding edit entry screen to admin leads
Working still on the interest edit part.
I have the other fields saving their info.
Using just the data abstract for the edit entry form.
Steve Sutton [Mon, 11 Jul 2016 13:26:26 +0000 (09:26 -0400)]
clean up errors
When adding form it was giving error message about variables.
Cleaned up the code to check for the variables first.
Steve Sutton [Mon, 11 Jul 2016 13:08:22 +0000 (09:08 -0400)]
Clean up frontHooks
Removing the echo statement (debug stuff)
Steve Sutton [Mon, 11 Jul 2016 13:04:41 +0000 (09:04 -0400)]
remove the debug
clean up
Steve Sutton [Mon, 11 Jul 2016 13:04:01 +0000 (09:04 -0400)]
Name search, date search working
Name search now can have different formats first and last and either.
Date search using STR_TO_DATE format and BETWEEN date AND date sql.
Steve Sutton [Sun, 10 Jul 2016 11:57:13 +0000 (07:57 -0400)]
WIP for the search form.
I have the search form searching for company and contact.
Need to work on the Contact search to better match one of the words.
Need to also include the interests into the search.
I have the form holding the searched parameters.
Steve Sutton [Fri, 8 Jul 2016 21:01:06 +0000 (17:01 -0400)]
WIP for leads sub menu
Working on the member leads data abstract classes for leads and lead_entry.
building the page which will be the search for leads.
testing getting the lead entries first to output into a table for the leads.
Steve Sutton [Fri, 8 Jul 2016 19:30:12 +0000 (15:30 -0400)]
bug fix
Was adding incorrect interest id to the table.
Can't use the forms id's they're based on the choice numbers.