Customer Documents: Upload/Download

app/Filament/Resources/CustomerResource.php

@@ -8,16 +8,19 @@
 use App\Models\PipelineStage;
 use Filament\Forms;
 use Filament\Forms\Form;
+use Filament\Infolists\Components\RepeatableEntry;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Components\TextEntry;
 use Filament\Infolists\Components\ViewEntry;
 use Filament\Infolists\Infolist;
 use Filament\Notifications\Notification;
 use Filament\Resources\Resource;
+use Filament\Support\Colors\Color;
 use Filament\Tables;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Facades\Storage;
 
 class CustomerResource extends Resource
 {
@@ -29,31 +32,54 @@ public static function form(Form $form): Form
     {
         return $form
             ->schema([
-                Forms\Components\TextInput::make('first_name')
-                    ->maxLength(255),
-                Forms\Components\TextInput::make('last_name')
-                    ->maxLength(255),
-                Forms\Components\TextInput::make('email')
-                    ->email()
-                    ->maxLength(255),
-                Forms\Components\TextInput::make('phone_number')
-                    ->maxLength(255),
-                Forms\Components\Textarea::make('description')
-                    ->maxLength(65535)
-                    ->columnSpanFull(),
-                Forms\Components\Select::make('lead_source_id')
-                    ->relationship('leadSource', 'name'),
-                Forms\Components\Select::make('tags')
-                    ->relationship('tags', 'name')
-                    ->preload()
-                    ->multiple(),
-                Forms\Components\Select::make('pipeline_stage_id')
-                    ->relationship('pipelineStage', 'name', function ($query) {
-                        // It is important to order by position to display the correct order
-                        $query->orderBy('position', 'asc');
-                    })
-                    // We are setting the default value to the default Pipeline Stage
-                    ->default(PipelineStage::where('is_default', true)->first()?->id),
+
+                Forms\Components\Section::make('Customer Details')
+                    ->schema([
+                        Forms\Components\TextInput::make('first_name')
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('last_name')
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('email')
+                            ->email()
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('phone_number')
+                            ->maxLength(255),
+                        Forms\Components\Textarea::make('description')
+                            ->maxLength(65535)
+                            ->columnSpanFull(),
+                    ])
+                    ->columns(),
+                Forms\Components\Section::make('Lead Details')
+                    ->schema([
+                        Forms\Components\Select::make('lead_source_id')
+                            ->relationship('leadSource', 'name'),
+                        Forms\Components\Select::make('tags')
+                            ->relationship('tags', 'name')
+                            ->multiple(),
+                        Forms\Components\Select::make('pipeline_stage_id')
+                            ->relationship('pipelineStage', 'name', function ($query) {
+                                $query->orderBy('position', 'asc');
+                            })
+                            ->default(PipelineStage::where('is_default', true)->first()?->id)
+                    ])
+                    ->columns(3),
+                Forms\Components\Section::make('Documents')
+                    // This will make the section visible only on the edit page
+                    ->visibleOn('edit')
+                    ->schema([
+                        Forms\Components\Repeater::make('documents')
+                            ->relationship('documents')
+                            ->hiddenLabel()
+                            ->reorderable(false)
+                            ->addActionLabel('Add Document')
+                            ->schema([
+                                Forms\Components\FileUpload::make('file_path')
+                                    ->required(),
+                                Forms\Components\Textarea::make('comments'),
+                            ])
+                            ->columns()
+                    ])
+
             ]);
     }
 
@@ -171,6 +197,26 @@ public static function infoList(Infolist $infolist): Infolist
                         TextEntry::make('pipelineStage.name'),
                     ])
                     ->columns(),
+                Section::make('Documents')
+                    // This will hide the section if there are no documents
+                    ->hidden(fn ($record) => $record->documents->isEmpty())
+                    ->schema([
+                        RepeatableEntry::make('documents')
+                            ->hiddenLabel()
+                            ->schema([
+                                TextEntry::make('file_path')
+                                    ->label('Document')
+                                    // This will rename the column to "Download Document" (otherwise, it's just the file name)
+                                    ->formatStateUsing(fn () => "Download Document")
+                                    // URL to be used for the download (link), and the second parameter is for the new tab
+                                    ->url(fn ($record) => Storage::url($record->file_path), true)
+                                    // This will make the link look like a "badge" (blue)
+                                    ->badge()
+                                    ->color(Color::Blue),
+                                TextEntry::make('comments'),
+                            ])
+                            ->columns()
+                    ]),
                 Section::make('Pipeline Stage History and Notes')
                     ->schema([
                         ViewEntry::make('pipelineStageLogs')

app/Models/Customer.php

@@ -2,6 +2,7 @@
 
 namespace App\Models;
 
+use App\Models\Document;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
@@ -52,4 +53,9 @@ public static function booted(): void
             ]);
         });
     }
+
+    public function documents(): HasMany
+    {
+        return $this->hasMany(Document::class);
+    }
 }

app/Models/Document.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Models;
+
+use App\Models\Customer;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Support\Facades\Storage;
+
+class Document extends Model
+{
+    use HasFactory;
+
+    protected $fillable = [
+        'customer_id',
+        'file_path',
+        'comments'
+    ];
+
+    protected static function booted(): void
+    {
+        self::deleting(function (Document $customerDocument) {
+            Storage::disk('public')->delete($customerDocument->file_path);
+        });
+    }
+
+    public function customer(): BelongsTo
+    {
+        return $this->belongsTo(Customer::class);
+    }
+}

database/migrations/2023_10_15_105238_create_documents_table.php

@@ -0,0 +1,31 @@
+<?php
+
+use App\Models\Customer;
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('documents', function (Blueprint $table) {
+            $table->id();
+            $table->foreignIdFor(Customer::class)->constrained();
+            $table->string('file_path');
+            $table->text('comments')->nullable();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('documents');
+    }
+};