Note Rework

app/Actions/CRM/Customer/UI/GetCustomerShowcase.php

@@ -20,6 +20,7 @@
 use App\Enums\Accounting\CreditTransaction\CreditTransactionReasonEnum;
 use App\Enums\Accounting\CreditTransaction\CreditTransactionTypeEnum;
 use App\Enums\Catalogue\Shop\ShopTypeEnum;
+use App\Enums\UI\NotesEnum;
 
 class GetCustomerShowcase
 {
@@ -136,12 +137,12 @@ public function handle(Customer $customer): array
                 ]
             ],
             'internal_note' => [
-                "label"       => __("Private"),
+                "label"       => NotesEnum::INTERNAL->label(),
                 "note"        => $customer->internal_notes ?? '',
                 "information" => __("This note is only visible to staff members. Staff can communicate with each other about the customer."),
                 "editable"    => true,
-                "bgColor"     => "#FF7DBD",
-                "field"       => "internal_notes"
+                "field"       => "internal_notes",
+                ...NotesEnum::INTERNAL->boilerPlate()
             ],
             'update_route' => [
                 'name'       => 'grp.models.customer.update',

app/Actions/CRM/Customer/UI/ShowCustomer.php

@@ -39,12 +39,13 @@
 use App\Models\Catalogue\Shop;
 use App\Models\CRM\Customer;
 use App\Models\SysAdmin\Organisation;
-use Arr;
 use Inertia\Inertia;
 use Inertia\Response;
 use Lorisleiva\Actions\ActionRequest;
 use App\Actions\Helpers\SalesChannel\GetSalesChannelOptions;
 use App\Actions\Traits\HasGrData;
+use App\Enums\UI\NotesEnum;
+use Illuminate\Support\Arr;
 
 class ShowCustomer extends OrgAction
 {
@@ -275,21 +276,35 @@ public function getCustomerNotes(Customer $customer): array
         return [
             "note_list" => [
                 [
-                    "label"       => __("Private"),
+                    "label"       => NotesEnum::INTERNAL->label(),
                     "note"        => $customer->internal_notes ?? '',
                     "information" => __("This note is only visible to staff members. Staff can communicate with each other about the customer."),
                     "editable"    => true,
-                    "bgColor"     => "#FF7DBD",
-                    "field"       => "internal_notes"
+                    "field"       => "internal_notes",
+                    ...NotesEnum::INTERNAL->boilerPlate()
                 ],
                 [
-                    "label"       => __("Sticky Note For Delivery Notes").' ('.__("Private").')',
+                    "label"       => __("Warehouse Note (Permanent)"),
                     "note"        => $customer->warehouse_internal_notes ?? '',
-                    "information" => __("Will be put as Order private note everytime the Order submitted. Visible only to customer service and warehouse's staff."),
+                    "information" => __("Will be put on every Order private note. Visible only to customer service and warehouse's staff."),
                     "editable"    => true,
-                    "bgColor"     => "#FCF4A3",
-                    "field"       => "warehouse_internal_notes"
+                    "field"       => "warehouse_internal_notes",
+                    ...NotesEnum::WAREHOUSE->boilerPlate()
                 ]
+            ],
+            "temporary_note"   => [
+                "label"         => NotesEnum::WAREHOUSE_TEMPORARY->label(),
+                "note"          => $customer->warehouse_temporary_notes ?? '',
+                "information"   => __("Will be put on the next Order private note"),
+                "editable"      => true,
+                "field"         => "warehouse_temporary_notes",
+                "updateRoute"   => [
+                    'name'       => 'grp.models.customer.update',
+                    'parameters' => [
+                        'customer' => $customer->id
+                    ]
+                ],
+                ...NotesEnum::WAREHOUSE_TEMPORARY->boilerPlate()
             ]
         ];
     }
@@ -339,7 +354,7 @@ public function getBreadcrumbs(string $routeName, array $routeParameters, string
                     $suffix
                 ),
             ),
-
+ 
             'grp.org.shops.show.crm.customers.show',
             'grp.org.shops.show.crm.customers.edit',
             'grp.org.shops.show.crm.customers.show.customer_sales_channels.index',

app/Actions/CRM/Customer/UpdateCustomer.php

@@ -269,7 +269,7 @@ public function handle(Customer $customer, array $modelData): Customer
             MatchCustomerProspects::run($customer);
         }
 
-        if (Arr::hasAny($changes, ['internal_notes', 'warehouse_internal_notes'])) {
+        if (Arr::hasAny($changes, ['internal_notes', 'warehouse_internal_notes', 'warehouse_temporary_notes'])) {
             $customer->auditEvent    = AuditEventEnum::CUSTOMER_NOTE->value;
             $customer->isCustomEvent = true;
 
@@ -352,6 +352,7 @@ public function rules(): array
             'internal_notes'                                        => ['sometimes', 'nullable', 'string'],
             'warehouse_internal_notes'                              => ['sometimes', 'nullable', 'string'],
             'warehouse_public_notes'                                => ['sometimes', 'nullable', 'string'],
+            'warehouse_temporary_notes'                             => ['sometimes', 'nullable', 'string'],
             'tax_number'                                            => ['sometimes', 'nullable', 'array'],
             'tags'                                                  => ['sometimes', 'array'],
             'email_subscriptions'                                   => ['sometimes', 'array'],
@@ -370,7 +371,6 @@ public function rules(): array
             'gr_extended_until'                                     => ['sometimes', 'nullable', 'date'],
             'fiscal_name'                                           => ['sometimes', 'nullable', 'string', 'max:255'],
             'is_vip'                                                => ['sometimes', 'boolean'],
-
         ];
 
         if ($this?->asAction) {

app/Actions/Dispatching/DeliveryNote/UI/ShowDeliveryNote.php

@@ -36,6 +36,7 @@
 use App\Enums\Dispatching\DeliveryNoteItem\DeliveryNoteItemStateEnum;
 use App\Enums\Ordering\Platform\PlatformTypeEnum;
 use App\Enums\UI\Dispatch\DeliveryNoteTabsEnum;
+use App\Enums\UI\NotesEnum;
 use App\Http\Resources\CRM\CustomerResource;
 use App\Http\Resources\Dispatching\DeliveryNoteItemsResource;
 use App\Http\Resources\Dispatching\DeliveryNoteItemsStateHandlingResource;
@@ -1399,28 +1400,28 @@ public function getDeliveryNoteNotes(DeliveryNote $deliveryNote): array
         return [
             "note_list" => [
                 [
-                    "label"       => __("Shipping label message").' ('.__("Customer").')',
+                    "label"       => NotesEnum::SHIPPING_LABEL->label(),
                     "note"        => $deliveryNote->shipping_notes ?? '',
                     "information" => __("Note from crm. First 34 char. Will be printed on the shipping label."),
-                    "editable"    => true,
-                    "bgColor"     => "#38bdf8",
-                    "field"       => "shipping_notes"
+                    "editable"    => false,
+                    "field"       => "shipping_notes",
+                    ...NotesEnum::SHIPPING_LABEL->boilerPlate()
                 ],
                 [
-                    "label"       => __("Customer's note"),
+                    "label"       => NotesEnum::CUSTOMER->label(),
                     "note"        => $deliveryNote->customer_notes ?? '',
                     "information" => __("This note is from customer in the platform. Not editable."),
                     "editable"    => false,
-                    "bgColor"     => "#FF7DBD",
-                    "field"       => "customer_notes"
+                    "field"       => "customer_notes",
+                    ...NotesEnum::CUSTOMER->boilerPlate()
                 ],
                 [
-                    "label"       => __("Private warehouse note"),
+                    "label"       => NotesEnum::WAREHOUSE->label(),
                     "note"        => $deliveryNote->private_warehouse_note ?? '',
                     "information" => __("This note is only visible to staff members. You can communicate each other about the order."),
                     "editable"    => true,
-                    "bgColor"     => "#FFD8A8",
-                    "field"       => "private_warehouse_note"
+                    "field"       => "private_warehouse_note",
+                    ...NotesEnum::WAREHOUSE->boilerPlate()
                 ]
             ]
         ];

app/Actions/Ordering/Order/UI/ShowOrder.php

@@ -36,6 +36,7 @@
 use App\Enums\Ordering\Order\OrderPayStatusEnum;
 use App\Enums\Ordering\Order\OrderStateEnum;
 use App\Enums\Ordering\Platform\PlatformTypeEnum;
+use App\Enums\UI\NotesEnum;
 use App\Enums\UI\Ordering\OrdersBacklogTabsEnum;
 use App\Enums\UI\Ordering\OrderTabsEnum;
 use App\Http\Resources\Accounting\InvoicesResource;
@@ -187,45 +188,45 @@ public function getOrderNotes(Order $order): array
         return [
             "note_list" => [
                 [
-                    "label"       => __("Shipping label message") . ' ('  . __("Customer") . ')',
+                    "label"       => NotesEnum::SHIPPING_LABEL->label(),
                     "note"        => $order->shipping_notes ?? '',
                     "information" => __("Note from crm. First 34 char. Will be printed on the shipping label."),
                     "editable"    => true,
-                    "bgColor"     => "#38bdf8",
-                    "field"       => "shipping_notes"
+                    "field"       => "shipping_notes",
+                    ...NotesEnum::SHIPPING_LABEL->boilerPlate()
                 ],
                 [
-                    "label"       => __("Customer"),
+                    "label"       => NotesEnum::CUSTOMER->label(),
                     "note"        => $order->customer_notes ?? '',
                     "information" => __("This note is from customer in the platform. Not editable."),
                     "editable"    => false,
-                    "bgColor"     => "#FF7DBD",
-                    "field"       => "customer_notes"
+                    "field"       => "customer_notes",
+                    ...NotesEnum::CUSTOMER->boilerPlate()
                 ],
                 [
-                    "label"       => __("Public"),
+                    "label"       => NotesEnum::PUBLIC->label(),
                     "note"        => $order->public_notes ?? '',
                     "information" => __("This note will be visible to public, both staff and the customer can see."),
                     "editable"    => true,
                     "warning"     => __('Customer can see this note'),
-                    "bgColor"     => "#94DB84",
-                    "field"       => "public_notes"
+                    "field"       => "public_notes",
+                    ...NotesEnum::PUBLIC->boilerPlate()
                 ],
                 [
-                    "label"       => __("Private CRM note"),
+                    "label"       => NotesEnum::INTERNAL->label(),
                     "note"        => $order->internal_notes ?? '',
                     "information" => __("This note is only visible to staff members in the order. It is not shown in the delivery note."),
                     "editable"    => true,
-                    "bgColor"     => "#FCF4A3",
-                    "field"       => "internal_notes"
+                    "field"       => "internal_notes",
+                    ...NotesEnum::INTERNAL->boilerPlate()
                 ],
                 [
-                    "label"       => __("Private warehouse note"),
+                    "label"       => NotesEnum::WAREHOUSE->label(),
                     "note"        => $order->private_warehouse_note ?? '',
                     "information" => __("This note is only visible to staff members and is shown in the delivery note."),
                     "editable"    => true,
-                    "bgColor"     => "#FFD8A8",
-                    "field"       => "private_warehouse_note"
+                    "field"       => "private_warehouse_note",
+                    ...NotesEnum::WAREHOUSE->boilerPlate()
                 ]
             ]
         ];

app/Actions/Ordering/Order/UpdateState/SubmitOrder.php

@@ -12,6 +12,7 @@
 use App\Actions\Comms\Email\SendNewOrderEmailToSubscribers;
 use App\Actions\CRM\Customer\Hydrators\CustomerHydrateBasket;
 use App\Actions\CRM\Customer\Hydrators\CustomerHydrateTrafficSource;
+use App\Actions\CRM\Customer\UpdateCustomer;
 use App\Actions\Dropshipping\CustomerClient\Hydrators\CustomerClientHydrateBasket;
 use App\Actions\Dropshipping\CustomerSalesChannel\Hydrators\CustomerSalesChannelsHydrateOrders;
 use App\Actions\Ordering\Order\HasOrderHydrators;
@@ -69,7 +70,7 @@ public function handle(Order $order): Order
         $modelData = [
             'state'          => OrderStateEnum::SUBMITTED,
             'status'         => OrderStatusEnum::PROCESSING,
-            'private_warehouse_note' => collect([$order->private_warehouse_note, $order->customer->warehouse_internal_notes])
+            'private_warehouse_note' => collect([$order->private_warehouse_note, $order->customer->warehouse_internal_notes, $order->customer->warehouse_temporary_notes])
                 ->filter()
                 ->unique()
                 ->implode(' — ') ?: null,
@@ -113,6 +114,12 @@ public function handle(Order $order): Order
         }
 
         $this->update($order, $modelData);
+
+        if ($order->customer->warehouse_temporary_notes) {
+            UpdateCustomer::make()->action($order->customer, [
+                'warehouse_temporary_notes' => null
+            ]);
+        }
 
         if ($order->shop->masterShop) {
             $order->shop->masterShop->orderingStats->update(

app/Enums/UI/NotesEnum.php

@@ -0,0 +1,71 @@
+<?php
+
+/*
+ * Author Louis Perez
+ * Created on 27-08-2026-12h-03m
+ * GitHub: https://github.com/louis-perez
+ * Copyright 2026
+*/
+
+namespace App\Enums\UI;
+
+use Illuminate\Support\Arr;
+
+enum NotesEnum: string
+{
+    case SHIPPING_LABEL         = 'shipping';
+    case CUSTOMER               = 'customer';
+    case PUBLIC                 = 'public';
+    case INTERNAL               = 'internal';
+    case WAREHOUSE              = 'warehouse';
+    case WAREHOUSE_TEMPORARY    = 'warehouse_temporary';
+    case CREDIT_TRANSACTION     = 'credit_transaction';
+
+
+    public function label(): string
+    {
+        return match ($this) {
+            self::SHIPPING_LABEL        => __("Shippings Label (From Customer)"),
+            self::CUSTOMER              => __("Customer Instructions"),
+            self::PUBLIC                => __("Public Note"),
+            self::INTERNAL              => __("CRMs Note (Private)"),
+            self::WAREHOUSE             => __("Warehouse Note (Private)"),
+            self::WAREHOUSE_TEMPORARY   => __("Warehouse Note (Temporary)"),
+            self::CREDIT_TRANSACTION    => __("Credit Transaction Note"),
+        };
+    }
+
+    public function boilerPlate(array $excludedKeys = ['textColor']): array
+    {
+        return Arr::except(match ($this) {
+            self::SHIPPING_LABEL        => [
+                "bgColor"       => "#93C5FD",
+                "textColor"     => "#93C5FD",
+            ],
+            self::CUSTOMER              => [
+                "bgColor"       => "#599FF0",
+                "textColor"     => "#599FF0",
+            ],
+            self::PUBLIC                => [
+                "bgColor"       => "#AAAAAA",
+                "textColor"     => "#AAAAAA",
+            ],
+            self::INTERNAL              => [
+                "bgColor"       => "#D8B4FE",
+                "textColor"     => "#D8B4FE",
+            ],
+            self::WAREHOUSE             => [
+                "bgColor"       => "#FCD34D",
+                "textColor"     => "#FCD34D",
+            ],
+            self::WAREHOUSE_TEMPORARY   => [
+                "bgColor"       => "#FF9C62",
+                "textColor"     => "#FF9C62",
+            ],
+            self::CREDIT_TRANSACTION    => [
+                "bgColor"       => "#B873F5",
+                "textColor"     => "#B873F5",
+            ],
+        },  $excludedKeys);
+    }
+}

database/migrations/2026_08_27_063651_add_temporary_note_field_to_customers.php

@@ -0,0 +1,32 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     *
+     * @return void
+     */
+    public function up()
+    {
+        Schema::table('customers', function (Blueprint $table) {
+            $table->text('warehouse_temporary_notes')->nullable();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     *
+     * @return void
+     */
+    public function down()
+    {
+        Schema::table('customers', function (Blueprint $table) {
+            $table->dropColumn('warehouse_temporary_notes');
+        });
+    }
+};