Adds ability to view and create notes from the customer details page

assets/src/api.ts

@@ -6,6 +6,7 @@ import {
   BrowserSession,
   Conversation,
   Customer,
+  CustomerNote,
   Tag,
   User,
   WidgetSettings,
@@ -1087,16 +1088,20 @@ export const enableAccountUser = async (
     .then((res) => res.body.data);
 };
 
+export type CustomerNotesListResponse = {
+  data: Array<CustomerNote>;
+};
+
 export const fetchCustomerNotes = async (
   customerId: string,
   token = getAccessToken()
-) => {
+): Promise<CustomerNote[]> => {
   if (!token) {
     throw new Error('Invalid token!');
   }
 
   return request
-    .get(`/api/notes`)
+    .get('/api/notes')
     .query({customer_id: customerId})
     .set('Authorization', token)
     .then((res) => res.body.data);

assets/src/components/customers/CustomerDetailsMainSection.tsx

@@ -5,6 +5,7 @@ import {Box} from 'theme-ui';
 import {Tabs} from '../common';
 import CustomerDetailsCard from './CustomerDetailsCard';
 import CustomerDetailsConversations from './CustomerDetailsConversations';
+import CustomerDetailsNotes from './CustomerDetailsNotes';
 
 const {TabPane} = Tabs;
 
@@ -31,7 +32,7 @@ const CustomerDetailsMainSection = ({customerId, history}: Props) => {
             />
           </TabPane>
           <TabPane tab={TAB_KEYS.Notes} key={TAB_KEYS.Notes}>
-            Notes
+            <CustomerDetailsNotes customerId={customerId} />
           </TabPane>
         </Tabs>
       </Box>

assets/src/components/customers/CustomerDetailsNewNoteInput.tsx

@@ -0,0 +1,70 @@
+import React, {useState} from 'react';
+import * as API from '../../api';
+import {Box} from 'theme-ui';
+import logger from '../../logger';
+import {CustomerNote} from '../../types';
+import {TextArea, Text, Button} from '../common';
+import {formatServerError} from '../../utils';
+
+const CustomerDetailNewNoteInput = ({
+  customerId,
+  onCreateNote,
+}: {
+  customerId: string;
+  onCreateNote: (note: CustomerNote) => void;
+}) => {
+  const [isSaving, setIsSaving] = useState(false);
+  const [errorMessage, setErrorMessage] = useState('');
+  const [note, setNote] = useState('');
+
+  const handleNoteChange = (e: React.ChangeEvent<HTMLTextAreaElement>) => {
+    setNote(e.target.value);
+  };
+
+  const handleSaveNote = async () => {
+    if (isSaving || note.length < 1) {
+      return;
+    }
+
+    setIsSaving(true);
+
+    try {
+      const newNote = await API.createCustomerNote(customerId, note);
+      onCreateNote(newNote);
+      setNote('');
+    } catch (error) {
+      logger.error('Error creating customer note:', error);
+      const errorMessage = formatServerError(error);
+      setErrorMessage(errorMessage);
+    }
+
+    setIsSaving(false);
+  };
+
+  return (
+    <Box mb={2}>
+      <TextArea
+        style={{background: 'transparent'}}
+        placeholder="Add a note"
+        autoSize={{minRows: 2}}
+        disabled={isSaving}
+        value={note}
+        onChange={handleNoteChange}
+      />
+      {errorMessage && (
+        <Box mt={3}>
+          <Text type="danger" strong>
+            {errorMessage}
+          </Text>
+        </Box>
+      )}
+      <Box mt={3}>
+        <Button onClick={handleSaveNote} disabled={isSaving || note.length < 1}>
+          Add Note
+        </Button>
+      </Box>
+    </Box>
+  );
+};
+
+export default CustomerDetailNewNoteInput;

assets/src/components/customers/CustomerDetailsNotes.tsx

@@ -0,0 +1,150 @@
+import React from 'react';
+import dayjs from 'dayjs';
+import {Box, Flex} from 'theme-ui';
+
+import {colors, Divider, Empty, Popconfirm, Text} from '../common';
+import {CustomerNote} from '../../types';
+import {formatRelativeTime} from '../../utils';
+import * as API from '../../api';
+import CustomerDetailsNewNoteInput from './CustomerDetailsNewNoteInput';
+import logger from '../../logger';
+import Spinner from '../Spinner';
+
+type Props = {customerId: string};
+type State = {
+  customerNotes: CustomerNote[];
+  isLoading: boolean;
+};
+
+class CustomerDetailsNotes extends React.Component<Props, State> {
+  state: State = {
+    customerNotes: [],
+    isLoading: true,
+  };
+
+  componentDidMount() {
+    this.fetchCustomerNotes();
+  }
+
+  fetchCustomerNotes = async () => {
+    this.setState({isLoading: true});
+
+    try {
+      const customerNotes = await API.fetchCustomerNotes(this.props.customerId);
+      this.setState({customerNotes, isLoading: false});
+    } catch (error) {
+      logger.error('Failed to fetch cutsomer notes', error);
+    }
+  };
+
+  handleCreateNote = () => {
+    this.fetchCustomerNotes();
+  };
+
+  handleDeleteNote = async (note: CustomerNote) => {
+    try {
+      await API.deleteCustomerNote(note.id);
+      await this.fetchCustomerNotes();
+    } catch (error) {
+      logger.error('Failed to delete customer note', error);
+    }
+  };
+
+  render() {
+    const {customerId} = this.props;
+    const {isLoading, customerNotes} = this.state;
+
+    if (isLoading) {
+      return (
+        <Flex
+          p={4}
+          sx={{
+            flex: 1,
+            justifyContent: 'center',
+            alignItems: 'center',
+            height: '100%',
+          }}
+        >
+          <Spinner size={40} />
+        </Flex>
+      );
+    }
+
+    return (
+      <Box p={3}>
+        <CustomerDetailsNewNoteInput
+          customerId={customerId}
+          onCreateNote={this.handleCreateNote}
+        />
+
+        <Divider dashed />
+
+        {customerNotes.length === 0 ? (
+          <Empty image={Empty.PRESENTED_IMAGE_SIMPLE} />
+        ) : (
+          <Box>
+            {customerNotes
+              .sort((a: CustomerNote, b: CustomerNote) => {
+                return +new Date(b.created_at) - +new Date(a.created_at);
+              })
+              .map((note) => (
+                <CustomerDetailNote
+                  key={note.id}
+                  note={note}
+                  onDeleteNote={this.handleDeleteNote}
+                />
+              ))}
+          </Box>
+        )}
+      </Box>
+    );
+  }
+}
+
+const CustomerDetailNote = ({
+  note,
+  onDeleteNote,
+}: {
+  note: CustomerNote;
+  onDeleteNote: (note: CustomerNote) => void;
+}) => {
+  const {created_at: createdAt} = note;
+  let authorIdentifier;
+
+  if (note.author) {
+    const {display_name: displayName, full_name: fullName, email} = note.author;
+    const authorName = displayName || fullName;
+    authorIdentifier = !!authorName ? `${authorName} · ${email}` : email;
+  }
+
+  return (
+    <Popconfirm
+      title="Delete this note?"
+      okText="Delete"
+      cancelText="Cancel"
+      placement="left"
+      onConfirm={() => onDeleteNote(note)}
+    >
+      <Box
+        py={2}
+        px={3}
+        mb={2}
+        sx={{
+          bg: colors.note,
+          borderRadius: 2,
+          cursor: 'pointer',
+        }}
+      >
+        <Box mb={3} sx={{whiteSpace: 'break-spaces'}}>
+          {note.body}
+        </Box>
+        <Flex sx={{justifyContent: 'space-between'}}>
+          <Text type="secondary">{authorIdentifier}</Text>
+          <Text type="secondary">{formatRelativeTime(dayjs(createdAt))}</Text>
+        </Flex>
+      </Box>
+    </Popconfirm>
+  );
+};
+
+export default CustomerDetailsNotes;

assets/src/types.ts

@@ -113,6 +113,7 @@ export type CustomerNote = {
   author_id: number;
   created_at: string;
   updated_at: string;
+  author?: User;
 };
 
 export type Tag = {

lib/chat_api/notes.ex

@@ -24,6 +24,7 @@ defmodule ChatApi.Notes do
     |> where(^filter_where(filters))
     |> order_by(desc: :inserted_at)
     |> Repo.all()
+    |> Repo.preload(author: :profile)
   end
 
   @spec get_note!(binary()) :: Note.t()

lib/chat_api_web/views/note_view.ex

@@ -1,6 +1,12 @@
 defmodule ChatApiWeb.NoteView do
   use ChatApiWeb, :view
-  alias ChatApiWeb.NoteView
+
+  alias ChatApiWeb.{
+    NoteView,
+    UserView
+  }
+
+  alias ChatApi.Users.User
 
   def render("index.json", %{notes: notes}) do
     %{data: render_many(notes, NoteView, "note.json")}
@@ -20,5 +26,19 @@ defmodule ChatApiWeb.NoteView do
       created_at: note.inserted_at,
       updated_at: note.updated_at
     }
+    |> maybe_render_author(note)
+  end
+
+  defp maybe_render_author(json, %{author: author}) do
+    case author do
+      nil ->
+        Map.merge(json, %{author: nil})
+
+      %User{} = author ->
+        Map.merge(json, %{author: render_one(author, UserView, "user.json")})
+
+      _ ->
+        json
+    end
   end
 end