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Add Quick Send Quote / Invoice to replicate the old single click to Send Email

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johnnyq
2026-08-28 14:40:25 -04:00
parent 68b15ca49b
commit 86ba041cdc
9 changed files with 222 additions and 47 deletions
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24
functions/app.php
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@@ -814,6 +814,30 @@ function documentContactFilterSql($document_type) {
return "AND (contact_primary = 1 OR contact_billing = 1)";
}
/*
* Which of the offered contacts are selected by default, as a SQL fragment.
*
* Two things read this and they must agree: the Send Email picker uses it to
* decide which boxes open ticked, and Quick Send uses it as the whole
* recipient list - Quick Send is exactly "send to the ticked ones without
* opening the modal".
*
* invoice - primary and billing, which is everyone the picker offers. A bill
* has no recipient you would routinely leave out.
* quote - primary only. Technical and important contacts are offered
* because they often want the quote, but sending unasked to
* someone who did not request pricing is not a safe default.
*
* Always a subset of documentContactFilterSql() for the same document type.
*/
function documentDefaultContactFilterSql($document_type) {
if ($document_type === 'quote') {
return "AND contact_primary = 1";
}
return "AND (contact_primary = 1 OR contact_billing = 1)";
}
/*
* The delivery methods offered by the Mark Sent modal on invoices and quotes.
*