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Add employee name search in call records journal #860

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jorikfon opened this issue Feb 7, 2025 · 0 comments
Open

Add employee name search in call records journal #860

jorikfon opened this issue Feb 7, 2025 · 0 comments
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enhancement New feature or request

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@jorikfon
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jorikfon commented Feb 7, 2025

Add the ability to search call records by employee name in the call records journal.

Current Behavior

Currently, the call records journal doesn't provide direct search functionality by employee name.

Proposed Solution

Add a new search field/filter for employee names in the call records journal that would:

  • Allow searching by employee name or part of the name
  • Filter the call records to show only calls related to the searched employee
  • Work in conjunction with existing search filters

Technical Implementation

  1. Add a new column in the search form for employee names

  2. Modify the backend search query to include:

    // Add join with employees table
    $query->leftJoin(
        'employees AS e',
        'e.id = call_records.employee_id'
    );
    
    // Add search condition for employee name
    if (!empty($filters['employee_name'])) {
        $query->andWhere(
            'e.name LIKE :employee_name',
            ['employee_name' => '%' . $filters['employee_name'] . '%']
        );
    }
  3. Update the frontend to:

    • Add employee name search field in the filter form
    • Handle the new search parameter in AJAX requests
    • Update the UI to show the employee name filter status

Benefits

  • Improved user experience for administrators and managers
  • Faster access to specific employee call records
  • Better call monitoring and quality assessment capabilities

Additional Notes

  • The search should be case-insensitive
  • Consider adding autocomplete for employee names
  • Ensure proper indexing for optimal search performance
@jorikfon jorikfon added the enhancement New feature or request label Feb 7, 2025
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