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[ADVAPP-2295]: Improve the unified inbox wizard by updating the step names and improving the touch controls for the recipient #2232

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Merged
Orrison merged 16 commits into from
Jan 28, 2026
Merged

[ADVAPP-2295]: Improve the unified inbox wizard by updating the step names and improving the touch controls for the recipient #2232

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a3f0daf
Rename engagement sending wizard steps
rebecca-canyon Jan 26, 2026
885b3bb
Update code formatting and copyright headers
rebecca-canyon Jan 26, 2026
bfffb8f
Upgrade Filament to v4.6.0
rebecca-canyon Jan 26, 2026
e27319e
Apply toggle buttons to educatable select and message type select
rebecca-canyon Jan 27, 2026
14f09b2
Update code formatting and copyright headers
rebecca-canyon Jan 27, 2026
53a2caf
Commit to trigger CI
rebecca-canyon Jan 27, 2026
38eabd6
Update code formatting and copyright headers
rebecca-canyon Jan 27, 2026
43c77da
Address failing test
rebecca-canyon Jan 27, 2026
024333a
Address PR feedback
rebecca-canyon Jan 28, 2026
f5b0d02
Address request from product
rebecca-canyon Jan 28, 2026
23cce8d
Update code formatting and copyright headers
rebecca-canyon Jan 28, 2026
3f3cfb6
Ensure consistancy across engagement modals on holistic profile
rebecca-canyon Jan 28, 2026
6dddb5e
Hide unavailable options from UI
rebecca-canyon Jan 28, 2026
21f2af6
Update code formatting and copyright headers
rebecca-canyon Jan 28, 2026
e057783
Correct message type visibility condition
rebecca-canyon Jan 28, 2026
e2e3b8d
Update code formatting and copyright headers
rebecca-canyon Jan 28, 2026
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61 changes: 34 additions & 27 deletions app-modules/basic-needs/src/Filament/Actions/SendEmailAction.php
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Original file line number Diff line number Diff line change
Expand Up @@ -48,8 +48,10 @@
use Filament\Forms\Components\DateTimePicker;
use Filament\Forms\Components\Select;
use Filament\Forms\Components\Toggle;
use Filament\Forms\Components\ToggleButtons;
use Filament\Pages\Page;
use Filament\Schemas\Components\Grid;
use Filament\Schemas\Components\Section;
use Filament\Schemas\Components\Utilities\Get;
use Filament\Schemas\Components\Utilities\Set;
use Filament\Schemas\Components\Wizard\Step;
Expand All @@ -73,7 +75,7 @@ public static function make(string $view): Action
return Action::make('send_email')
->label('Send Email')
->icon('heroicon-m-chat-bubble-bottom-center-text')
->modalHeading('Send Engagement')
->modalHeading('Send Message')
->model(Engagement::class)
->authorize(fn () => Auth::user()->can('create', Engagement::class))
->steps(fn (): array => self::getSteps($view))
Expand Down Expand Up @@ -107,31 +109,36 @@ protected static function getSteps(string $view): array
*/
protected static function getContactInformationStep(string $view): Step
{
return Step::make('Contact Information')
return Step::make('Recipient Details')
->schema([
Select::make('recipient_type')
->label('Recipient Type')
->options([
'student' => 'Student',
'prospect' => 'Prospect',
])
->live()
->afterStateUpdated(fn (Set $set) => $set('recipient_id', null))
->required(),
Select::make('recipient_id')
->label('Recipient')
->searchable()
->hidden(fn (Get $get) => ! filled($get('recipient_type')))
->options(fn (Get $get) => self::getRecipientOptions($get))
->getSearchResultsUsing(fn (string $search, Get $get) => self::getRecipientSearchResults($search, $get))
->getOptionLabelUsing(fn (string $value, Get $get) => self::getRecipientOptionLabel($value, $get))
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Orrison marked this conversation as resolved.
->afterStateUpdated(function (Get $get, Set $set, Component $livewire) use ($view) {
$record = method_exists($livewire, 'getRecord') ? $livewire->getRecord() : null;

self::updateBodyAndRouteId($get, $set, $record, $view);
})
->live()
->required(),
Section::make()
->label('Recipient Info')
->schema([
ToggleButtons::make('recipient_type')
->label('Recipient Type')
->options([
'student' => 'Student',
'prospect' => 'Prospect',
])
->inline()
->live()
->afterStateUpdated(fn (Set $set) => $set('recipient_id', null))
->required(),
Select::make('recipient_id')
->label('Recipient')
->searchable()
->hidden(fn (Get $get) => ! filled($get('recipient_type')))
->options(fn (Get $get) => self::getRecipientOptions($get))
->getSearchResultsUsing(fn (string $search, Get $get) => self::getRecipientSearchResults($search, $get))
->getOptionLabelUsing(fn (string $value, Get $get) => self::getRecipientOptionLabel($value, $get))
->afterStateUpdated(function (Get $get, Set $set, Component $livewire) use ($view) {
$record = method_exists($livewire, 'getRecord') ? $livewire->getRecord() : null;

self::updateBodyAndRouteId($get, $set, $record, $view);
})
->live()
->required(),
]),

Grid::make(1)
->schema(fn (Get $get) => self::getRecipientRouteIdSchema($get))
Expand All @@ -144,7 +151,7 @@ protected static function getContactInformationStep(string $view): Step
*/
protected static function getContentStep(string $view): Step
{
return Step::make('Content')
return Step::make('Message Details')
->schema(function (Get $get) use ($view): array {
$educatable = self::resolveRecipient($get('recipient_type'), $get('recipient_id'));

Expand Down Expand Up @@ -197,7 +204,7 @@ protected static function getSignatureStep(): Step

protected static function getSendLaterStep(): Step
{
return Step::make('Send Your Message')
return Step::make('Delivery Details')
->schema([
Toggle::make('send_later')
->reactive()
Expand Down
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