Merge pull request #1 from tqt97/Extra-Features

Extra features

README.md

@@ -67,3 +67,35 @@
 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)**
+12. **[Customers in a Draggable Kanban Board](https://github.com/tqt97/laravel-crm-filament)**
+    - Creating Custom Page - Our Customer Board ```php artisan make:filament-page ManageCustomerStages```
+13. **[Roles/Permissions: Manage Employees](https://github.com/tqt97/laravel-crm-filament)**
+    - Creating Roles Model and Database structure
+    - Creating Users Resource
+    - Adding Employees to Customers
+    - Adding Employee Changes to Customer History
+    - Limiting Employee Access
+14. **[Employee User Invitations Process](https://github.com/tqt97/laravel-crm-filament)**
+    - Create Invitation Model and Database tables
+    - Modify UserResource Create Button Action - to Invite the Employee
+    - Creating Custom Registration Page
+    - Creating and Sending the Email
+15. **[Customer Tasks and Calendar View](https://github.com/tqt97/laravel-crm-filament)**
+    - Create Task Model and Database
+    - Add Create Task button to the Customer list
+    - Add Task List to the Customer Page
+    - Add Task Resource with Tabs
+    - Adding Tabs to the Task Resource
+    - Add a Calendar Page for Tasks
+16. **[Create Customer Quotes with Products](https://github.com/tqt97/laravel-crm-filament)**
+    - Creating the Product Model
+    - Creating Product Resource
+    - Creating the Quote Model
+    - Creating Quote Resource
+    - Create Quotes From Customer Table
+17. **[Generate Quote PDF](https://github.com/tqt97/laravel-crm-filament)**
+    - Creating a Simple View Page for Quote
+    - Installing PDF Package
+    - Generating PDF
+    - Displaying PDF in View Page
+

app/Filament/Pages/ManageCustomerStages.php

@@ -0,0 +1,109 @@
+<?php
+
+namespace App\Filament\Pages;
+
+use App\Models\Customer;
+use Filament\Pages\Page;
+use Livewire\Attributes\On;
+use App\Models\PipelineStage;
+use Illuminate\Support\Collection;
+use Filament\Notifications\Notification;
+
+
+class ManageCustomerStages extends Page
+{
+    protected static ?string $navigationIcon = 'heroicon-s-queue-list';
+
+    protected static string $view = 'filament.pages.manage-customer-stages';
+
+    // Our Custom heading to be displayed on the page
+    protected ?string $heading = 'Customer Board';
+    // Custom Navigation Link name
+    protected static ?string $navigationLabel = 'Customer Board';
+
+    // We will be listening for the `statusChangeEvent` event to update the record status
+    #[On('statusChangeEvent')]
+    public function changeRecordStatus($id, $pipeline_stage_id): void
+    {
+        // Find the customer and update the pipeline_stage_id
+        $customer = Customer::find($id);
+        $customer->pipeline_stage_id = $pipeline_stage_id;
+        $customer->save();
+
+        // Don't forget to write the log
+        $customer->pipelineStageLogs()->create([
+            'pipeline_stage_id' => $pipeline_stage_id,
+            'notes' => null,
+            'user_id' => auth()->id()
+        ]);
+
+        // Inform the user that the status has been updated
+        $customerName = $customer->first_name . ' ' . $customer->last_name;
+
+        Notification::make()
+            ->title($customerName . ' Pipeline Stage Updated')
+            ->success()
+            ->send();
+    }
+
+    // Data that we will pass to our View
+    protected function getViewData(): array
+    {
+        $statuses = $this->statuses();
+
+        $records = $this->records();
+
+        // We are mapping through the statuses and adding the records to each status
+        // This will form multiple lists dynamically based on the records
+        $statuses = $statuses
+            ->map(function ($status) use ($records) {
+                $status['group'] = $this->getId();
+                $status['kanbanRecordsId'] = "{$this->getId()}-{$status['id']}";
+                $status['records'] = $records
+                    ->filter(function ($record) use ($status) {
+                        return $this->isRecordInStatus($record, $status);
+                    });
+
+                return $status;
+            });
+
+        return [
+            'records' => $records,
+            'statuses' => $statuses,
+        ];
+    }
+
+    // Loading the statuses from the database and mapping them
+    // to have id and title. ID will be checked against Customers
+    protected function statuses(): Collection
+    {
+        return PipelineStage::query()
+            ->orderBy('position')
+            ->get()
+            ->map(function (PipelineStage $stage) {
+                return [
+                    'id' => $stage->id,
+                    'title' => $stage->name,
+                ];
+            });
+    }
+
+    // We are loading all the customers and mapping them to have ID, title, and status
+    protected function records(): Collection
+    {
+        return Customer::all()
+            ->map(function (Customer $item) {
+                return [
+                    'id' => $item->id,
+                    'title' => $item->first_name . ' ' . $item->last_name,
+                    'status' => $item->pipeline_stage_id,
+                ];
+            });
+    }
+
+    // We are checking if the record is in the status
+    protected function isRecordInStatus($record, $status): bool
+    {
+        return $record['status'] === $status['id'];
+    }
+}

app/Filament/Pages/TaskCalendar.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\Filament\Pages;
+
+use Filament\Pages\Page;
+
+class TaskCalendar extends Page
+{
+    protected static ?string $navigationIcon = 'heroicon-o-document-text';
+
+    protected static string $view = 'filament.pages.task-calendar';
+}