OmniMention for Perfex CRM

Universal mention & entity tagging ecosystem for Perfex CRM.

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OmniMention for Perfex CRM establishes a centralized collaboration and tagging foundation designed to keep teams aligned and informed. By transforming how users reference colleagues and CRM records across discussions, OmniMention eliminates lost feedback and speeds up project execution.

Architectural Overview

OmniMention is engineered as a zero-dependency Perfex CRM module built on top of the native CodeIgniter application framework. The module hooks cleanly into administrative and client portal views, dynamically injecting its lightweight frontend controller script while maintaining strict database separation.

flowchart TD
    subgraph UI["User Interaction Layer"]
        A["TinyMCE Rich Text Editor"] 
        B["Standard Form Textareas"]
        C["Task Todo Items & Notes"]
        D["Smart '?' Guide Button"]
    end

    subgraph SEC["Security & Guard Layer"]
        S1["Staff Authentication Guard"]
        S2["Client Portal Permission Scope"]
        S3["Public Guest Decorator Mode"]
    end

    subgraph FE["OmniMention Frontend Engine"]
        K1["Keyup Interceptor (@, $, #)"]
        K2["Autocomplete Finder Panel"]
        K3["Token Inserter & HTML Badge Decorator"]
    end

    subgraph BE["Backend Controller & Model"]
        M1["Api::get_users() with Avatar Resolution"]
        M2["Api::get_entities() Across 8 Modules"]
        M3["Omnimention_model Parser & Cleaner"]
    end

    subgraph DISPATCH["Notification Dispatch"]
        N1["In-App Bell Alerts"]
        N2["Automated HTML Email Delivery"]
        N3["Notification Matrix Settings"]
    end

    subgraph DB["Composite Indexed Storage"]
        D1[("tblomnimention_mentions")]
        D2[("tblomnimention_entity_tags")]
        D3[("tblomnimention_settings")]
    end

    UI --> K1
    SEC -.-> FE
    K1 --> K2
    K2 --> M1
    K2 --> M2
    K2 --> K3
    K3 --> M3
    M3 --> N1
    M3 --> N2
    M3 --> D1
    M3 --> D2
    DISPATCH -.-> D3

Core Engineering Pillars

  1. Intelligent Event Interception: Listens to input triggers in both TinyMCE iframe instances and standard textarea DOM nodes, measuring caret coordinates for pixel-perfect popup alignment.
  2. Deterministic Token Transformation: Mentions created in plain text areas are encoded as markdown tokens, ensuring clean storage in text database columns while being gracefully hydrated into interactive badges on page render.
  3. Sub-Millisecond Query Performance: Tailored composite indexes on InnoDB tables guarantee that high-volume timeline queries run directly from RAM with zero filesort overhead.
sequenceDiagram
    actor User as Staff Member
    participant Editor as TinyMCE / Textarea
    participant Engine as OmniMention JS Engine
    participant API as Backend API Endpoint
    participant DB as MySQL InnoDB Tables
    participant Notif as Notification Dispatcher
    actor Target as Tagged Colleague

    User->>Editor: Type '@' or '$'
    Editor->>Engine: Trigger Autocomplete Event
    Engine->>API: GET /omnimention/api/users or entities
    API->>DB: Query with Composite Index Lookup
    DB-->>API: Return Ranked Matches (Avatars, Badges)
    API-->>Engine: JSON Response
    Engine->>User: Display Autocomplete Finder Panel
    User->>Engine: Select Target Colleague / Record
    Engine->>Editor: Insert Badge Pill / Markdown Token
    User->>Editor: Submit Comment / Task Note
    Editor->>API: Post Content Payload
    API->>DB: Store Record & Differential Mentions
    API->>Notif: Trigger Notification Matrix
    Notif->>Target: In-App Bell Alert + Contextual Email

Security & Access Isolation

OmniMention enforces strict permission checks at every level. Guest visitors accessing public proposal or contract links are completely blocked from executing autocompleter queries or viewing internal directory details, ensuring that enterprise data remains secure.