MainWP-Client-Notes-For-Pro-Report/README.md

MainWP-Client-Notes-For-Pro-Report

Note: This extension requires MainWP Pro Reports.

What’s It Do?

This plugin allows you to add work notes and client notes on a per-site basis, filtered by date range, and automatically included in your MainWP Pro Reports using a special token.

Usage Instructions

1. Install the Extension

   

2. Access "Work Notes" from a Child Site Menu

   

3. Open the Work Notes Page

   

4. Add Your Notes and Use the Token
   Use [client.customwork.notes] in your Pro Report template to include these notes in client-facing reports.

   

5. Your Notes Render in the Final Report

   

Coming in v1.3.0

• Notes are now saved to a dedicated database table (wp_mainwp_work_notes) for better scalability and performance.

• Flatpickr date selector with localized display format.

• Automatically populates today's date when creating a new note.

• Dynamic "Save Note" / "Update Note" button based on context.

• Seamless automatic migration of existing notes from wp_options.

• Admin bar fallback allows manual migration trigger if needed.

• Future-proof cleanup logic to remove legacy data in v1.3.2+.

This extension now exposes three tokens so you can choose the right output for your report/email workflow:

• [client.customwork.notes] — Legacy output (kept exactly as before). Quick drop-in, minimal styling control.

• [client.customwork.notes_table] — Class-based HTML (no inline styles). Best for HTML/PDF reports where you can add Custom CSS.

• [client.customwork.notes_email] — Email-safe output using inline styles only (broad email client compatibility).

Quick examples

Class-based token + CSS (reports/PDFs):

[client.customwork.notes_table]

Add CSS in your Pro Reports template:

.client-notes { margin: 24px 0; font-size: 14px; line-height: 1.5; }
.client-notes__table { width: 100%; border-collapse: collapse; border: 1px solid #e5e7eb; }
.client-notes__table thead th { background: #f3f4f6; text-align: left; padding: 10px 12px; font-weight: 600; border-bottom: 1px solid #e5e7eb; }
.client-notes__table td { padding: 10px 12px; vertical-align: top; border-top: 1px solid #f1f5f9; }
.client-notes__table tbody tr:nth-child(odd) td { background: #fafafa; }
.client-notes__date { white-space: nowrap; width: 160px; }
.client-notes__content { word-break: break-word; }

 

Legacy & no styles table output

Example Styles applied

 

Email token (inline styles):

[client.customwork.notes_email]

Example Branded Email token filter styled

add_filter( 'mainwp_client_notes_email_modes', function( $modes ) {
    $modes['branded'] = array(
        'table'      => 'border-collapse:collapse;border:1px solid #d1d9e0;width:100%;min-width:100%;font-family:Arial,Helvetica,sans-serif;font-size:15px;line-height:1.6;background:#ffffff;',
        'th'         => 'background:#3a4c58;color:#ffffff;text-align:left;padding:12px 14px;border-bottom:2px solid #7fb100;',
        'td'         => 'padding:12px 14px;vertical-align:top;border-top:1px solid #eef2f7;color:#3a4c58;',
        'date_td'    => 'white-space:nowrap;width:160px;font-weight:bold;',
        'content_td' => 'word-break:break-word;',
        'odd_bg'     => '#F8FBFF',
        'even_bg'    => '#FFFFFF',
        'table_role' => 'presentation',
        // optional: set to true if you want a header-less list look
        // 'hide_header' => false,
    );
    return $modes;
} );

add_filter( 'mainwp_client_notes_email_active_mode', function( $mode ) {
    return 'branded';
}, 10, 1 );

Works without extra CSS and stays compatible with most email clients.

Developer Hooks (Filters)

You can tailor both the class-based and email tokens without editing core.

Columns

Filter labels, order, or hide a column entirely.

add_filter( 'mainwp_client_notes_columns', function( $cols ) {
    // Rename headers or remove a column
    $cols['date']    = __( 'Work Date', 'textdomain' );
    // unset( $cols['content'] ); // to hide
    return $cols;
} );

Per-cell HTML (both tokens)

Modify or decorate cell content (icons, badges, etc.).

add_filter( 'mainwp_client_notes_cell_content', function( $html, $key, $note ) {
    if ( 'date' === $key ) {
        return '<strong>' . $html . '</strong>';
    }
    // Example: prepend a bullet
    return '• ' . $html;
}, 10, 3 );

Class-based token: classes

Swap class names globally.

add_filter( 'mainwp_client_notes_table_classes', function( $classes ) {
    return array(
        'wrapper' => 'my-notes',
        'table'   => 'my-notes__table',
        'date'    => 'my-notes__date',
        'content' => 'my-notes__content',
    );
} );

Class-based token: attributes

Add arbitrary attributes (ids, data-*).

add_filter( 'mainwp_client_notes_table_attributes', function( $attrs ) {
    $attrs['wrapper']['id'] = 'client-notes-scope';
    $attrs['table']['data-report'] = 'work-notes';
    return $attrs;
} );

Email token: inline styles

Central place to brand colors, spacing, fonts.

add_filter( 'mainwp_client_notes_email_styles', function( $s ) {
    $s['table']   = 'border-collapse:collapse;border:1px solid #d0d7de;width:100%;font-family:Arial,Helvetica,sans-serif;font-size:15px;line-height:1.6;';
    $s['th']      = 'background:#0f172a;color:#fff;text-align:left;padding:12px 14px;border-bottom:1px solid #0b1220;';
    $s['td']      = 'padding:12px 14px;vertical-align:top;border-top:1px solid #eef2f7;';
    $s['odd_bg']  = '#f8fafc';
    $s['even_bg'] = '#ffffff';
    $s['date_td']    = 'white-space:nowrap;width:160px;';
    $s['content_td'] = 'word-break:break-word;';
    return $s;
} );

Email token: per-row styles

Compute backgrounds (or future row-level props) per row/note.

add_filter( 'mainwp_client_notes_email_row_styles', function( $row_styles, $row, $note ) {
    // Example: highlight rows in the last 3 days
    $is_recent = ( time() - strtotime( $note->work_date ) ) < 3 * DAY_IN_SECONDS;
    if ( $is_recent ) {
        $row_styles['bg'] = '#fffbe6'; // soft highlight
    }
    return $row_styles;
}, 10, 3 );

Which token should I use?

• Reports/PDFs (support for CSS): use [client.customwork.notes_table] and add CSS.

• Emails (no CSS support): use [client.customwork.notes_email].

• Legacy templates: continue using [client.customwork.notes].  

 

Upgrade Notes (1.3.0-beta)

• Strict Date Validation:
  Work Notes will now only save if the date is in strict YYYY-MM-DD format (selected via the date picker). Manually typed dates that don’t match this format will be rejected.
  → If you see an “Invalid date format” error, reselect the date using the picker.

• Database Safety Improvements:
  All queries for saving, loading, and deleting notes are now fully parameterized to improve security and stability.

• Migration Toolbar Reliability:
  The admin toolbar migration button now loads its JavaScript more reliably. If legacy wp_options-based notes still exist, migration should complete smoothly.

• Date Picker UX Fixes:
  JavaScript handling has been updated to avoid deprecated jQuery shorthands and to better sync Flatpickr with manual date input.