Customer History Add-On

The Customer History add-on (MageB2B_StaffCustomerHistory) adds a structured customer history/timeline for staff users, including configurable topics, attachments, and optional email alerts.

Installation

composer config bearer.repo.softwaresilo.io composer config repositories.softwaresilo composer https://repo.softwaresilo.io/ composer require mageb2b/staff-customerhistory:* php bin/magento module:enable MageB2B_StaffCustomerHistory php bin/magento setup:upgrade php bin/magento cache:flush

What It Adds

Customer history entries with configurable topics (label + color)
Optional automatic entries when staff places an order
File attachments with allowed extensions + limits
Optional email alert template
Admin UI components (grid/form) and frontend staff pages

Screenshot placeholder: customer history timeline inside staff customer view

Configuration

Location: Stores >Configuration > MageB2B > Staff > Customer history

Defaults:

staff/history/add_order_history_as_customer_history (default: No)
staff/history/topics (default: preconfigured list like General, Support, Quote, Sales, …)
staff/history/customer_rating_rules (default: JSON rule list)
staff/history/customer_rating_default (default: New)
staff/history/allowed_extensions (default: pdf,doc,docx,odt,xls,csv,jpg,jpeg,png)
staff/history/files_upload_path (default: customer_history)
staff/history/maximum_file_size (default: empty = system limit)
staff/history/max_files_per_entry (default: 5)
staff/history/allow_delete_own_history (default: Yes)

Location: Stores >Configuration > MageB2B > Staff > Email settings

staff/email/history_email_alert (default: staff_email_history_email_alert)

Topics

Topics are defined in configuration as a list of objects (code, value, color). Example:

[ {"code":"support","value":"Support","color":"#3b82f6"}, {"code":"quote","value":"Quote","color":"#11b981"} ]

File Attachments

Allowed file types are controlled via staff/history/allowed_extensions
Maximum files per entry is controlled via staff/history/max_files_per_entry
Base upload path is controlled via staff/history/files_upload_path

Notes

If you want order actions to appear as history, enable Add order history as customer history.
For heavy attachments usage, consider setting a maximum_file_size and restricting extensions.