Notebook Module
Module Overview
Notebook keeps notes in web2project. A note has a title, a plain-text body, a category, a status and an optional URL. Notes can be filed on a company, a project or a task, and those pages get a Notes tab listing their notes. Each user’s page has a Notes tab with the notes they wrote.
The Notebook page lists every note you can see, with a tab per category, filters for company, project and status, and a search box that looks in titles and bodies. Notes are also found by SmartSearch.
Private notes are shown only to the user who wrote them. A note filed on a project or company is shown only to users who can see that project or company.
Categories and statuses are System Lookup Values (NoteCategory and NoteStatus).
Requirements
Version 5.0.0 needs web2project 5.0 or later and PHP 8.3 or later. Versions 3.x and 4.x are for web2project 3.x and 4.x.
Upgrading from 3.x or 4.x
Back up your database first. The upgrade converts note bodies written with the old TinyMCE editor to plain text: paragraphs, line breaks, list items and links are kept, but images, tables and text formatting are lost. It also fills in each note’s creator from web2project’s history where it can.
Release Notes
5.0.0
- Works on web2project 5.0 and PHP 8.3. TinyMCE is gone: note bodies are plain text.
- Security: the list search is no longer open to SQL injection, the add/edit form escapes stored values, and the pages check module access and project/company permissions.
- Private notes are private, and Private can be unticked.
- Notes keep their project, task and company; the creator is saved.
- The category tabs, the Users tab, the filters and the page links on the Notes tabs work.
- Bootstrap buttons, an English locale file, and a rewritten README.
4.0.0
- For web2project 4.x. The list uses the core list table.