Pipeline Stages Resource: Reorderable

app/Filament/Resources/CustomerResource.php

@@ -5,6 +5,7 @@
 use App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource\RelationManagers;
 use App\Models\Customer;
+use App\Models\PipelineStage;
 use Filament\Forms;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
@@ -41,6 +42,13 @@ public static function form(Form $form): Form
                     ->relationship('tags', 'name')
                     ->preload()
                     ->multiple(),
+                Forms\Components\Select::make('pipeline_stage_id')
+                    ->relationship('pipelineStage', 'name', function ($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),
             ]);
     }
 
@@ -62,6 +70,7 @@ public static function table(Table $table): Table
                 Tables\Columns\TextColumn::make('phone_number')
                     ->searchable(),
                 Tables\Columns\TextColumn::make('leadSource.name'),
+                Tables\Columns\TextColumn::make('pipelineStage.name'),
                 Tables\Columns\TextColumn::make('created_at')
                     ->dateTime()
                     ->sortable()

app/Filament/Resources/PipelineStageResource.php

@@ -0,0 +1,114 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\PipelineStageResource\Pages;
+use App\Filament\Resources\PipelineStageResource\RelationManagers;
+use App\Models\PipelineStage;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+
+class PipelineStageResource extends Resource
+{
+    protected static ?string $model = PipelineStage::class;
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('name')
+                    ->required()
+                    ->maxLength(255),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->searchable(),
+                Tables\Columns\IconColumn::make('is_default')
+                    ->boolean(),
+                Tables\Columns\TextColumn::make('created_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+                Tables\Columns\TextColumn::make('updated_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+            ])
+            ->defaultSort('position')
+            ->reorderable('position')
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\Action::make('Set Default')
+                    ->icon('heroicon-o-star')
+                    ->hidden(fn ($record) => $record->is_default)
+                    ->requiresConfirmation(function (Tables\Actions\Action $action, $record) {
+                        $action->modalDescription('Are you sure you want to set this as the default pipeline stage?');
+                        $action->modalHeading('Set "' . $record->name . '" as Default');
+
+                        return $action;
+                    })
+                    ->action(function (PipelineStage $record) {
+                        PipelineStage::where('is_default', true)->update(['is_default' => false]);
+
+                        $record->is_default = true;
+                        $record->save();
+                    }),
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make()
+                    ->action(function ($data, $record) {
+                        if ($record->customers()->count() > 0) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Pipeline Stage is in use')
+                                ->body('Pipeline Stage is in use by customers.')
+                                ->send();
+
+                            return;
+                        }
+
+                        Notification::make()
+                            ->success()
+                            ->title('Pipeline Stage deleted')
+                            ->body('Pipeline Stage has been deleted.')
+                            ->send();
+
+                        $record->delete();
+                    })
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListPipelineStages::route('/'),
+            'create' => Pages\CreatePipelineStage::route('/create'),
+            'edit' => Pages\EditPipelineStage::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Resources/PipelineStageResource/Pages/CreatePipelineStage.php

@@ -0,0 +1,20 @@
+<?php
+
+namespace App\Filament\Resources\PipelineStageResource\Pages;
+
+use App\Filament\Resources\PipelineStageResource;
+use App\Models\PipelineStage;
+use Filament\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreatePipelineStage extends CreateRecord
+{
+    protected static string $resource = PipelineStageResource::class;
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['position'] = PipelineStage::max('position') + 1;
+
+        return $data;
+    }
+}

app/Filament/Resources/PipelineStageResource/Pages/EditPipelineStage.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Resources\PipelineStageResource\Pages;
+
+use App\Filament\Resources\PipelineStageResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditPipelineStage extends EditRecord
+{
+    protected static string $resource = PipelineStageResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Resources/PipelineStageResource/Pages/ListPipelineStages.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Resources\PipelineStageResource\Pages;
+
+use App\Filament\Resources\PipelineStageResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListPipelineStages extends ListRecords
+{
+    protected static string $resource = PipelineStageResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Models/Customer.php

@@ -18,7 +18,8 @@ class Customer extends Model
         'email',
         'phone_number',
         'description',
-        'lead_source_id'
+        'lead_source_id',
+        'pipeline_stage_id'
     ];
 
     public function leadSource(): BelongsTo
@@ -30,4 +31,9 @@ public function tags(): BelongsToMany
     {
         return $this->belongsToMany(Tag::class);
     }
+
+    public function pipelineStage(): BelongsTo
+    {
+        return $this->belongsTo(PipelineStage::class);
+    }
 }

app/Models/PipelineStage.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+class PipelineStage extends Model
+{
+    use HasFactory;
+
+    protected $fillable = [
+        'name',
+        'position',
+        'is_default',
+    ];
+
+    public function customers(): HasMany
+    {
+        return $this->hasMany(Customer::class);
+    }
+}

database/migrations/2023_10_15_094706_create_pipeline_stages_table.php

@@ -0,0 +1,30 @@
+<?php
+
+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('pipeline_stages', function (Blueprint $table) {
+            $table->id();
+            $table->string('name');
+            $table->integer('position');
+            $table->boolean('is_default')->default(false);
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('pipeline_stages');
+    }
+};

database/migrations/2023_10_15_094727_create_customers_table.php

@@ -1,6 +1,7 @@
 <?php
 
 use App\Models\LeadSource;
+use App\Models\PipelineStage;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
 use Illuminate\Support\Facades\Schema;
@@ -20,6 +21,7 @@ public function up(): void
             $table->string('phone_number')->nullable();
             $table->text('description')->nullable();
             $table->foreignIdFor(LeadSource::class)->nullable()->constrained();
+            $table->foreignIdFor(PipelineStage::class)->nullable()->constrained();
             $table->timestamps();
             $table->softDeletes();
 

database/seeders/DatabaseSeeder.php

@@ -3,6 +3,11 @@
 namespace Database\Seeders;
 
 // use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use App\Models\Customer;
+use App\Models\LeadSource;
+use App\Models\PipelineStage;
+use App\Models\Tag;
+use App\Models\User;
 use Illuminate\Database\Seeder;
 use Illuminate\Support\Facades\Hash;
 
@@ -15,14 +20,12 @@ public function run(): void
     {
         // \App\Models\User::factory(10)->create();
 
-        \App\Models\User::factory()->create([
+        User::factory()->create([
             'name' => 'tuantq',
             'email' => '[email protected]',
             'password' => Hash::make('12341234'),
         ]);
 
-
-
         $leadSources = [
             'Website',
             'Online AD',
@@ -33,20 +36,49 @@ public function run(): void
             'Referral',
         ];
         foreach ($leadSources as $leadSource) {
-            \App\Models\LeadSource::create(['name' => $leadSource]);
+            LeadSource::create(['name' => $leadSource]);
         }
 
-        \App\Models\Customer::factory()
-        ->count(10)
-        ->create();
-
         $tags = [
             'Priority',
             'VIP'
         ];
 
         foreach ($tags as $tag) {
-            \App\Models\Tag::create(['name' => $tag]);
+            Tag::create(['name' => $tag]);
         }
+
+        $pipelineStages = [
+            [
+                'name' => 'Lead',
+                'position' => 1,
+                'is_default' => true,
+            ],
+            [
+                'name' => 'Contact Made',
+                'position' => 2,
+            ],
+            [
+                'name' => 'Proposal Made',
+                'position' => 3,
+            ],
+            [
+                'name' => 'Proposal Rejected',
+                'position' => 4,
+            ],
+            [
+                'name' => 'Customer',
+                'position' => 5,
+            ]
+        ];
+
+        foreach ($pipelineStages as $stage) {
+            PipelineStage::create($stage);
+        }
+
+        $defaultPipelineStage = PipelineStage::where('is_default', true)->first()->id;
+        Customer::factory()->count(10)->create([
+            'pipeline_stage_id' => $defaultPipelineStage,
+        ]);
     }
 }