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tqt97 committed Oct 15, 2023
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## Step by step

1. **Install Laravel and Filament**
1. **[Install Laravel and Filament](https://github.com/tqt97/laravel-crm-filament/commit/f23830243bacd4772de841d9d503e010ca311566)**

- Laravel Installation: ```create-project laravel/laravel laravel-crm-filament```
- Filament Installation
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php artisan make:filament-user
```
- Logging Into Filament
2. **Creating Lead Sources Resource**
2. **[Creating Lead Sources Resource](https://github.com/tqt97/laravel-crm-filament/commit/fc2622217ed54bf67d1775b41869820961345696)**
- Create lead_sources DB structure: Model/Migration and a belongsTo relationship with customers
- Create Seeds with semi-real data without factories
- Create a Filament Resource for Lead sources
- Add a DeleteAction to the table with validation if that record is used
- Add lead source information to the Customer Resource table/form
- Divide the menu into two levels: introduce Settings parent menu item
3. **Creating Customers Resource**
3. **[Creating Customers Resource](https://github.com/tqt97/laravel-crm-filament/commit/3784a997dd0388c3da9d78e2ab65a7252d30ef3a)**
- Create DB structure for Customers: Model/Migration
- Create Factories/Seeds for testing data
- Generate Filament Resource directly from the DB structure
- Hide the deleted_at column from the table
- Merge first_name and last_name into one table column
4. **Creating Tags for Customers**
4. **[Creating Tags for Customers](https://github.com/tqt97/laravel-crm-filament/commit/c22677088acbeb812ffd469118bdd63d25350e0e)**
- Create tags DB structure: Model/Migration and a belongsToMany relationship with customers
- Create Seeds with semi-real data without factories
- Create a Filament Resource for Tags
- Add a ColorPicker field to the form and a ColorColumn column to the table
- Add a DeleteAction to the table with validation if that record is used
- Add tags to the Customer form with Select::make()->multiple()
- Add tags to the Customer table in the same column of name using formatStateUsing() and rendering a separate Blade View
5. **Pipeline Stages Resource: Reorderable**
5. **[Pipeline Stages Resource: Reorderable](https://github.com/tqt97/laravel-crm-filament/commit/d2ad40259aeb6ed6c9823f0610e00d4e0dc99df6)**
- Create pipeline_stages DB structure: Model/Migration and a hasMany relationship to customers
- Create Seeds with semi-real data without factories
- Create a Filament Resource for Pipeline Stages
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- Add a Custom Action Set Default with confirmation
- Add a DeleteAction to the table with validation if that record is used
- Add pipeline stage information to the Customer Resource table/form
6. **Moving Customers through Pipeline Stages**
6. **[Moving Customers through Pipeline Stages](https://github.com/tqt97/laravel-crm-filament/commit/93410a572e3b6f630e1536e353a921ff1a6d651f)**
- Create a CustomerPipelineStage Model to save the history of the Customer's Pipeline Stage changes and any comments added.
- Add a custom Table Action to move customers to other pipeline stages.
- Add creating and updating action Observers to our Customer Model to save the history.
7. **Customers by Stage: Tabs with Numbers**
7. **[Customers by Stage: Tabs with Numbers](https://github.com/tqt97/laravel-crm-filament/commit/69b0ebe6d3d79f2afdfb9ca98534f407a8869c48)**
- Dynamically create tabs for each Pipeline Stage
- Create a new tab called All to show all Customers
- Add counters to each tab to show how many Customers are in each group
8. **SoftDeletes: Archive and Restore Customers**
8. **[SoftDeletes: Archive and Restore Customers](https://github.com/tqt97/laravel-crm-filament/commit/92c4523cd3bc408a8698bced145928043c4e98f8)**
- Add the Archived tab to the Customers table
- Add Delete button to the table
- Add the Restore button to the Archived tab
- Disable row click on the Archived tab
9. **Customer View Page with Infolist**
10. **Customer Documents: Upload/Download**
11. **Custom Fields for Customers**
9. **[Customer View Page with Infolist](https://github.com/tqt97/laravel-crm-filament/commit/59beb89b72011939b720d8a7ef33d3f7c99a717d)**
10. **[Customer Documents: Upload/Download](https://github.com/tqt97/laravel-crm-filament/commit/c18cef80ab740af812dd5cca90f25ae761db6e72)**
11. **[Custom Fields for Customers](https://github.com/tqt97/laravel-crm-filament/commit/db6e66bf036002f98a166fbfabd046bf48262879)**

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