Improve campaign personalization and contact duplicate handling.
Add merge tags for email/SMS, paginated removable recipients, PCM event panels for postcard campaigns, and a portal modal when phone/address matches an existing contact.
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@@ -4,10 +4,32 @@
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{% block topbar_title %}New contact{% endblock %}
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{% block extra_head %}
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<link rel="stylesheet" href="{% static 'css/address-autocomplete.css' %}">
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<style>
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.portal-modal-backdrop {
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position: fixed; inset: 0; background: rgba(17, 24, 39, 0.45);
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display: flex; align-items: center; justify-content: center;
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z-index: 1000; padding: 16px;
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}
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.portal-modal {
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background: #fff; border: 1px solid var(--monica-border);
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max-width: 480px; width: 100%; padding: 20px 22px;
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box-shadow: 0 12px 40px rgba(0,0,0,0.18);
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}
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.portal-modal h3 { margin: 0 0 8px; font-size: 18px; }
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.portal-modal p { margin: 0 0 12px; font-size: 14px; color: var(--monica-muted); line-height: 1.45; }
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.portal-modal .match-card {
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background: #f8fafc; border: 1px solid var(--monica-border);
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padding: 12px; margin: 0 0 16px; font-size: 14px;
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}
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.portal-modal .match-card strong { display: block; margin-bottom: 4px; }
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.portal-modal-actions { display: flex; gap: 8px; flex-wrap: wrap; }
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</style>
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{% endblock %}
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{% block portal_content %}
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<form method="post">
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<form method="post" id="contact-create-form">
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{% csrf_token %}
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<input type="hidden" name="resolve_match" id="id_resolve_match" value="">
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<input type="hidden" name="match_id" id="id_match_id" value="{% if match_prompt %}{{ match_prompt.contact.pk }}{% endif %}">
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<div class="split">
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<div class="panel">
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<div class="panel-h"><h2>Profile</h2></div>
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@@ -87,14 +109,67 @@
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<label class="check-row"><input type="checkbox" name="consent_postcard" value="1" {% if form.consent_postcard %}checked{% endif %}> Postcard mailings</label>
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</div>
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<p class="hint-block" style="margin-top:16px">
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Matches existing contacts by email, phone, or address when possible.
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Postcard defaults on when an address is saved.
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Same email always updates that contact. Same phone or address asks whether to update or create new.
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</p>
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</div>
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</div>
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</div>
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</form>
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{% if match_prompt %}
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<div class="portal-modal-backdrop" id="match-modal" role="dialog" aria-modal="true" aria-labelledby="match-modal-title">
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<div class="portal-modal">
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<h3 id="match-modal-title">Possible duplicate</h3>
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<p>
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An existing contact shares this {{ match_prompt.reason_label }}.
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Update that record, or create a separate contact anyway?
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</p>
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<div class="match-card">
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<strong>{{ match_prompt.contact }}</strong>
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{% if match_prompt.contact.email %}<div>{{ match_prompt.contact.email }}</div>{% endif %}
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{% if match_prompt.contact.phone %}<div>{{ match_prompt.contact.phone }}</div>{% endif %}
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{% if match_prompt.contact.postal_address.line1 %}
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<div class="muted">
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{{ match_prompt.contact.postal_address.line1 }}{% if match_prompt.contact.postal_address.city %}, {{ match_prompt.contact.postal_address.city }}{% endif %}
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</div>
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{% endif %}
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<div style="margin-top:8px">
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<a href="{% url 'contacts:detail' match_prompt.contact.pk %}" target="_blank" rel="noopener">Open existing contact</a>
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</div>
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</div>
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<div class="portal-modal-actions">
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<button class="btn btn-primary" type="button" id="match-update">Update existing</button>
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<button class="btn btn-ghost" type="button" id="match-create">Create new contact</button>
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<button class="btn btn-ghost" type="button" id="match-cancel">Cancel</button>
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</div>
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</div>
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</div>
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{% endif %}
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{% endblock %}
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{% block extra_js %}
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<script src="{% static 'js/address-autocomplete.js' %}"></script>
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{% if match_prompt %}
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<script>
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(function () {
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var form = document.getElementById('contact-create-form');
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var resolve = document.getElementById('id_resolve_match');
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var modal = document.getElementById('match-modal');
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function submitWith(choice) {
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if (resolve) resolve.value = choice;
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if (modal) modal.hidden = true;
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form.submit();
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}
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document.getElementById('match-update')?.addEventListener('click', function () {
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submitWith('update');
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});
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document.getElementById('match-create')?.addEventListener('click', function () {
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submitWith('create');
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});
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document.getElementById('match-cancel')?.addEventListener('click', function () {
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if (resolve) resolve.value = '';
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if (modal) modal.remove();
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});
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})();
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</script>
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{% endif %}
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{% endblock %}
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@@ -13,12 +13,24 @@
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<div class="panel-h"><h2>Profile</h2></div>
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<div class="panel-b form-grid">
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<div class="form-grid cols-2">
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<div class="field"><label>First name</label><input value="{{ contact.first_name }}" readonly></div>
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<div class="field"><label>Last name</label><input value="{{ contact.last_name }}" readonly></div>
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<div class="field">
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<label for="id_first_name">First name</label>
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<input id="id_first_name" name="first_name" value="{{ contact.first_name }}" required>
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</div>
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<div class="field">
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<label for="id_last_name">Last name</label>
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<input id="id_last_name" name="last_name" value="{{ contact.last_name }}">
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</div>
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</div>
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<div class="form-grid cols-2">
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<div class="field"><label>Email</label><input value="{{ contact.email }}" readonly></div>
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<div class="field"><label>Phone</label><input value="{{ contact.phone }}" readonly></div>
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<div class="field">
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<label for="id_email">Email</label>
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<input id="id_email" name="email" type="email" value="{{ contact.email }}" required>
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</div>
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<div class="field">
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<label for="id_phone">Phone</label>
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<input id="id_phone" name="phone" value="{{ contact.phone }}">
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</div>
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</div>
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<div class="field"><label>Source</label><input value="{{ contact.get_source_display }}" readonly></div>
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