Custom Fields for Customers

app/Filament/Resources/CustomFieldResource.php

@@ -0,0 +1,75 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\CustomFieldResource\Pages;
+use App\Filament\Resources\CustomFieldResource\RelationManagers;
+use App\Models\CustomField;
+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 CustomFieldResource extends Resource
+{
+    protected static ?string $model = CustomField::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\TextColumn::make('created_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+                Tables\Columns\TextColumn::make('updated_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListCustomFields::route('/'),
+            'create' => Pages\CreateCustomField::route('/create'),
+            'edit' => Pages\EditCustomField::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Resources/CustomFieldResource/Pages/CreateCustomField.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\Filament\Resources\CustomFieldResource\Pages;
+
+use App\Filament\Resources\CustomFieldResource;
+use Filament\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateCustomField extends CreateRecord
+{
+    protected static string $resource = CustomFieldResource::class;
+}

app/Filament/Resources/CustomFieldResource/Pages/EditCustomField.php

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

app/Filament/Resources/CustomFieldResource/Pages/ListCustomFields.php

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

app/Filament/Resources/CustomerResource.php

@@ -4,10 +4,12 @@
 
 use App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource\RelationManagers;
+use App\Models\CustomField;
 use App\Models\Customer;
 use App\Models\PipelineStage;
 use Filament\Forms;
 use Filament\Forms\Form;
+use Filament\Forms\Get;
 use Filament\Infolists\Components\RepeatableEntry;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Components\TextEntry;
@@ -78,7 +80,34 @@ public static function form(Form $form): Form
                                 Forms\Components\Textarea::make('comments'),
                             ])
                             ->columns()
-                    ])
+                    ]),
+                Forms\Components\Section::make('Additional fields')
+                    ->schema([
+                        Forms\Components\Repeater::make('fields')
+                            ->hiddenLabel()
+                            ->relationship('customFields')
+                            ->schema([
+                                Forms\Components\Select::make('custom_field_id')
+                                    ->label('Field Type')
+                                    ->options(CustomField::pluck('name', 'id')->toArray())
+                                    // We will disable already selected fields
+                                    ->disableOptionWhen(function ($value, $state, Get $get) {
+                                        return collect($get('../*.custom_field_id'))
+                                            ->reject(fn ($id) => $id === $state)
+                                            ->filter()
+                                            ->contains($value);
+                                    })
+                                    ->required()
+                                    // Adds search bar to select
+                                    ->searchable()
+                                    // Live is required to make sure that the options are updated
+                                    ->live(),
+                                Forms\Components\TextInput::make('value')
+                                    ->required()
+                            ])
+                            ->addActionLabel('Add another Field')
+                            ->columns(),
+                    ]),
 
             ]);
     }
@@ -197,6 +226,17 @@ public static function infoList(Infolist $infolist): Infolist
                         TextEntry::make('pipelineStage.name'),
                     ])
                     ->columns(),
+                Section::make('Additional fields')
+                    ->hidden(fn ($record) => $record->customFields->isEmpty())
+                    ->schema(
+                        // We are looping within our relationship, then creating a TextEntry for each Custom Field
+                        fn ($record) => $record->customFields->map(function ($customField) {
+                            return TextEntry::make($customField->customField->name)
+                                ->label($customField->customField->name)
+                                ->default($customField->value);
+                        })->toArray()
+                    )
+                    ->columns(),
                 Section::make('Documents')
                     // This will hide the section if there are no documents
                     ->hidden(fn ($record) => $record->documents->isEmpty())
@@ -208,7 +248,6 @@ public static function infoList(Infolist $infolist): Infolist
                                     ->label('Document')
                                     // This will rename the column to "Download Document" (otherwise, it's just the file name)
                                     ->formatStateUsing(fn () => "Download Document")
-                                    // URL to be used for the download (link), and the second parameter is for the new tab
                                     ->url(fn ($record) => Storage::url($record->file_path), true)
                                     // This will make the link look like a "badge" (blue)
                                     ->badge()
@@ -217,6 +256,7 @@ public static function infoList(Infolist $infolist): Infolist
                             ])
                             ->columns()
                     ]),
+
                 Section::make('Pipeline Stage History and Notes')
                     ->schema([
                         ViewEntry::make('pipelineStageLogs')

app/Models/CustomField.php

@@ -0,0 +1,15 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+
+class CustomField extends Model
+{
+    use HasFactory;
+
+    protected $fillable = [
+        'name'
+    ];
+}

app/Models/CustomFieldCustomer.php

@@ -0,0 +1,25 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+// pivot Model
+class CustomFieldCustomer extends Model
+{
+    use HasFactory;
+
+    protected $guarded = ['id'];
+
+    public function customer(): BelongsTo
+    {
+        return $this->belongsTo(Customer::class);
+    }
+
+    public function customField(): BelongsTo
+    {
+        return $this->belongsTo(CustomField::class);
+    }
+}

app/Models/Customer.php

@@ -58,4 +58,9 @@ public function documents(): HasMany
     {
         return $this->hasMany(Document::class);
     }
+
+    public function customFields(): HasMany
+    {
+        return $this->hasMany(CustomFieldCustomer::class);
+    }
 }

database/migrations/2023_10_15_110351_create_custom_fields_table.php

@@ -0,0 +1,28 @@
+<?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('custom_fields', function (Blueprint $table) {
+            $table->id();
+            $table->string('name');
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('custom_fields');
+    }
+};

database/migrations/2023_10_15_110359_create_custom_field_customers_table.php

@@ -0,0 +1,32 @@
+<?php
+
+use App\Models\CustomField;
+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('custom_field_customers', function (Blueprint $table) {
+            $table->id();
+            $table->foreignIdFor(Customer::class)->constrained();
+            $table->foreignIdFor(CustomField::class)->constrained();
+            $table->string('value');
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('custom_field_customers');
+    }
+};

database/seeders/DatabaseSeeder.php

@@ -3,6 +3,7 @@
 namespace Database\Seeders;
 
 // use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use App\Models\CustomField;
 use App\Models\Customer;
 use App\Models\LeadSource;
 use App\Models\PipelineStage;
@@ -80,5 +81,16 @@ public function run(): void
         Customer::factory()->count(10)->create([
             'pipeline_stage_id' => $defaultPipelineStage,
         ]);
+
+        $customFields = [
+            'Birth Date',
+            'Company',
+            'Job Title',
+            'Family Members',
+        ];
+
+        foreach ($customFields as $customField) {
+            CustomField::create(['name' => $customField]);
+        }
     }
 }