WP-Plugins/glm-member-db-leads.git
7 years agoMerge tag 'v1.1.2' into develop
Steve Sutton [Mon, 2 Apr 2018 17:35:04 +0000 (13:35 -0400)]
Merge tag 'v1.1.2' into develop

Version 1.1.2

7 years agoMerge branch 'hotfix/1.1.2' v1.1.2
Steve Sutton [Mon, 2 Apr 2018 17:34:57 +0000 (13:34 -0400)]
Merge branch 'hotfix/1.1.2'

7 years agoUpdating export csv file to have interest fields in separate columns.
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.

7 years agoUpdate for member leads import
Steve Sutton [Thu, 8 Feb 2018 14:47:01 +0000 (09:47 -0500)]
Update for member leads import

updating the source_id

7 years agoUpdate the member leads import
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.

7 years agocheckbox value update
Steve Sutton [Tue, 30 Jan 2018 16:05:06 +0000 (11:05 -0500)]
checkbox value update

Checkboxes need to be true not 1.

7 years agoUpdating the leads plugin
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.

7 years agoMerge tag 'v1.1.1' into develop
Steve Sutton [Thu, 7 Sep 2017 17:23:42 +0000 (13:23 -0400)]
Merge tag 'v1.1.1' into develop

Version 1.1.1

7 years agoMerge branch 'release/1.1.1' v1.1.1
Steve Sutton [Thu, 7 Sep 2017 17:23:36 +0000 (13:23 -0400)]
Merge branch 'release/1.1.1'

7 years agoBump version number for release
Steve Sutton [Thu, 7 Sep 2017 17:23:12 +0000 (13:23 -0400)]
Bump version number for release

release 1.1.1

7 years agoSetup the default for boolean fields to null
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.

7 years agoRevert "Removing this enable members part"
Steve Sutton [Tue, 5 Sep 2017 12:25:16 +0000 (08:25 -0400)]
Revert "Removing this enable members part"

This reverts commit 0aea954bbde4f92adf9e22bc3f2d6239e42259c5.

7 years agoRemoving this enable members part
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.

7 years agoAdding management option for members to access leads.
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.

8 years agoRemove notice
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.

8 years agoAdd import option for Harbor Country leads.
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.

8 years agoOutput email if no fname lname is found.
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.

8 years agoDebug remove
Steve Sutton [Wed, 14 Dec 2016 16:15:59 +0000 (11:15 -0500)]
Debug remove

Removing debug for smarty

8 years agoTaking care of errors.
Steve Sutton [Wed, 14 Dec 2016 16:10:44 +0000 (11:10 -0500)]
Taking care of errors.

php error for undefined variables.

8 years agoUpdate for adding enable_member flag.
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.

8 years agoMerge tag 'v1.1.0' into develop
Steve Sutton [Wed, 19 Oct 2016 13:46:13 +0000 (09:46 -0400)]
Merge tag 'v1.1.0' into develop

Version 1.1.0

8 years agoMerge branch 'release/1.1.0' v1.1.0
Steve Sutton [Wed, 19 Oct 2016 13:46:07 +0000 (09:46 -0400)]
Merge branch 'release/1.1.0'

8 years agoBump version number
Steve Sutton [Wed, 19 Oct 2016 13:45:38 +0000 (09:45 -0400)]
Bump version number

New feature
Adding dashboard

8 years agoMerge branch 'feature/dashboard' into develop
Steve Sutton [Tue, 18 Oct 2016 16:29:16 +0000 (12:29 -0400)]
Merge branch 'feature/dashboard' into develop

8 years agoUpdating the dashboard model and view
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.

8 years agoHide the main dashboard widget for leads.
Steve Sutton [Tue, 4 Oct 2016 14:15:49 +0000 (10:15 -0400)]
Hide the main dashboard widget for leads.

Not complete yet.

8 years agoSwitching positions
Steve Sutton [Mon, 3 Oct 2016 15:00:56 +0000 (11:00 -0400)]
Switching positions

Switch positions with member contact dashboard.

8 years agoAdd link to header.
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.

8 years agoUpdate add_filter priority
Steve Sutton [Tue, 27 Sep 2016 20:25:54 +0000 (16:25 -0400)]
Update add_filter priority

To rearrange the dashboards

8 years agoMerge branch 'develop' into feature/dashboard
Steve Sutton [Tue, 27 Sep 2016 14:15:33 +0000 (10:15 -0400)]
Merge branch 'develop' into feature/dashboard

8 years agoTake care of undefined
Steve Sutton [Fri, 16 Sep 2016 15:39:32 +0000 (11:39 -0400)]
Take care of undefined

Remove dot from assignment.

8 years agoCleaned up require/include parens.
Chuck Scott [Fri, 9 Sep 2016 20:31:42 +0000 (16:31 -0400)]
Cleaned up require/include parens.

8 years agoUpdate for the user id.
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.

8 years agoSetting up the dashboard content for the leads.
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.

8 years agoMerge branch 'develop' into feature/dashboard
Steve Sutton [Thu, 8 Sep 2016 13:01:15 +0000 (09:01 -0400)]
Merge branch 'develop' into feature/dashboard

8 years agoLine up comments
Steve Sutton [Thu, 8 Sep 2016 12:59:07 +0000 (08:59 -0400)]
Line up comments

To keep this file organized

8 years agoRemoved all parens from require and include statements.
Chuck Scott [Mon, 29 Aug 2016 18:23:25 +0000 (14:23 -0400)]
Removed all parens from require and include statements.

8 years agoFix an error if nothing is passed in.
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.

8 years agoMerge branch 'feature/leadStats' into develop
Steve Sutton [Thu, 25 Aug 2016 14:05:15 +0000 (10:05 -0400)]
Merge branch 'feature/leadStats' into develop

8 years agoSetup the cron task and make sure we cleaning up
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.

8 years agoUpdated the weekly and monthly date ranges
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.

8 years agoStill working on the date range
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

8 years agoadjusting dates again
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

8 years agoUpdate the date to search for leads data.
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.

8 years agoUpdating weekly monthly stats
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.

8 years agoWIP weekly stats
Steve Sutton [Wed, 24 Aug 2016 13:44:42 +0000 (09:44 -0400)]
WIP weekly stats

Working out the issue with weekly stats.

8 years agoGenerate lead stats WIP
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.

8 years agoMerge tag 'v1.0.2' into develop
Steve Sutton [Mon, 1 Aug 2016 16:04:13 +0000 (12:04 -0400)]
Merge tag 'v1.0.2' into develop

Version 1.0.2

8 years agoMerge branch 'hotfix/1.0.2' v1.0.2
Steve Sutton [Mon, 1 Aug 2016 16:04:07 +0000 (12:04 -0400)]
Merge branch 'hotfix/1.0.2'

8 years agoBug fix for first time in leads
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.

8 years agoMerge tag 'v1.0.1' into develop
Steve Sutton [Mon, 1 Aug 2016 13:41:51 +0000 (09:41 -0400)]
Merge tag 'v1.0.1' into develop

Version 1.0.1

8 years agoMerge branch 'hotfix/1.0.1' v1.0.1
Steve Sutton [Mon, 1 Aug 2016 13:41:46 +0000 (09:41 -0400)]
Merge branch 'hotfix/1.0.1'

8 years agoUpdate for the csv download file.
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.

8 years agoMerge tag 'v1.0.0' into develop
Steve Sutton [Wed, 27 Jul 2016 18:43:12 +0000 (14:43 -0400)]
Merge tag 'v1.0.0' into develop

Version 1.0.0

8 years agoMerge branch 'release/1.0.0' v1.0.0
Steve Sutton [Wed, 27 Jul 2016 18:43:05 +0000 (14:43 -0400)]
Merge branch 'release/1.0.0'

8 years agoRelease for version 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.

8 years agoBug fix for gravityform initial import.
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.

8 years agoUpdate to fix the csv file for different groups of interests.
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.

8 years agoLeads table updates for stats.
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.

8 years agoUpdate code with documentation.
Steve Sutton [Tue, 26 Jul 2016 18:14:15 +0000 (14:14 -0400)]
Update code with documentation.

Documenting the GlmMembersAdmin_management_leads class methods.

8 years agoUpdates for the gravity form intergration
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.

8 years agoUpdated author name
Chuck Scott [Tue, 26 Jul 2016 17:32:26 +0000 (13:32 -0400)]
Updated author name

8 years agoSources should only get ones with enabled as true.
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.

8 years agoUpdating how to get the lead entry records for the csv file
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.

8 years agoFixing issue with lead entry update insert and date_created
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.

8 years agoRemove vim session file
Steve Sutton [Fri, 22 Jul 2016 18:41:20 +0000 (14:41 -0400)]
Remove vim session file

Not needed in plugin

8 years agoDB updates and getting the leads and interest fields to import.
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.

8 years agoWIP for working on the lead import from GF
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.

8 years agoWIP for gravity form lead import
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.

8 years agoCorrection in setting up tables.
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.

8 years agoWIP for import of gravity forms
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.

8 years agoUpdating member leads with new field for group_interests
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.

8 years agotarting out with the dashboard
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.

8 years agoMake the group id required.
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.

8 years agoUpdate for interest names with specialchars
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.

8 years agoDon't hide the search form if there are no results.
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.

8 years agoGet back to search link to work.
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.

8 years agoAdd Lead Entry Form done
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.

8 years agoWorking more on the add edit 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.

8 years agoAdding the source and mail_ok to search form
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.

8 years agoAdding csv file download from Leads.
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.

8 years agoStart working on the ajax for lead downloads.
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.

8 years agoUpdate the search form and adding the source table entries.
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.

8 years agoAdding edit entry screen to admin leads
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.

8 years agoclean up errors
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.

8 years agoClean up frontHooks
Steve Sutton [Mon, 11 Jul 2016 13:08:22 +0000 (09:08 -0400)]
Clean up frontHooks

Removing the echo statement (debug stuff)

8 years agoremove the debug
Steve Sutton [Mon, 11 Jul 2016 13:04:41 +0000 (09:04 -0400)]
remove the debug

clean up

8 years agoName search, date search working
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.

8 years agoWIP for the search form.
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.

8 years agoWIP for leads sub menu
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.

8 years agobug fix
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.

8 years agoIntegrate the group interest with the new lead field
Steve Sutton [Fri, 8 Jul 2016 18:36:10 +0000 (14:36 -0400)]
Integrate the group interest with the new lead field

I have the forms fields going into the leads tables now.
What I'm using from gravity forms is the "Paramater Name" or inputName
from Advanced field setting under Allow field to be populated dynamically.
I have a new field type in gravity forms Called Leads. It's under the group
Advanced. When you add the field you can setup the label to how you want it
to be labelled on the front end. You need to assign a group to that field
by setting the paramater name for that field the same name as the group
name under settings.

8 years agoWIP for gravity forms leads entry integration.
Steve Sutton [Fri, 8 Jul 2016 17:22:03 +0000 (13:22 -0400)]
WIP for gravity forms leads entry integration.

I have the gravity forms entering the data from the forms into our tables.
I'm using the dymanic field setting to set the inputName for the field.
This will be used to pull each field needed for the leads form entries.

8 years agoWIP For adding field type to gravity forms
Steve Sutton [Thu, 7 Jul 2016 21:00:15 +0000 (17:00 -0400)]
WIP For adding field type to gravity forms

Setting up a simple field add on.
Should be able to use this for adding Leads field to any gravity form.
When the field exists we know to store the form data.
Also this will inject the checkboxes for all of the assigned groups.
They will be able to pick which group they want for the form.
And can place this field anywhere on the form they want.

8 years agoSolved issue with php notice
Steve Sutton [Thu, 7 Jul 2016 13:09:06 +0000 (09:09 -0400)]
Solved issue with php notice

Was giving an notice about undefined stuff in smarty template.
Adding selected key to the groups array fixed this.

8 years agoFix front hooks
Steve Sutton [Tue, 5 Jul 2016 20:08:14 +0000 (16:08 -0400)]
Fix front hooks

adding to form to test what can be done.

8 years agoAdd filter for the groups.
Steve Sutton [Thu, 23 Jun 2016 20:28:52 +0000 (16:28 -0400)]
Add filter for the groups.

On the interest list view add a search filter for groups.
Using the multiselect plugin that chuck is using elsewhere.

8 years agoAdding functionality for interest and interest groups.
Steve Sutton [Thu, 23 Jun 2016 16:09:02 +0000 (12:09 -0400)]
Adding functionality for interest and interest groups.

Started with copying the amenities and groups from the main
glm-member-db plugin and working with that.
Made the Group a select drop down.

8 years agoSome database adjustments and additional descriptive information
Chuck Scott [Tue, 21 Jun 2016 16:20:40 +0000 (12:20 -0400)]
Some database adjustments and additional descriptive information

8 years agoLeads Add-On Roughed in, now creates database tables, ready for mode and view code
Chuck Scott [Mon, 13 Jun 2016 17:48:27 +0000 (13:48 -0400)]
Leads Add-On Roughed in, now creates database tables, ready for mode and view code