Faza 3.1: CRM core — Leads, Deals, Appointments, Settings, Widgets, Users
Spatie Permission cu teams (team_foreign_key=company_id, teams=true): - migrations create_permission_tables (model_has_roles cu company_id scope) - HasRoles trait pe User - ResolveTenant middleware setează permissions team_id la tenant.id - Seed: 7 roluri default per tenant (admin/manager/receptionist/mechanic/parts_manager/accountant/marketer) Module noi: - Leads (cereri): name, phone, car/model, source, UTM, status, budget, assigned_to, acțiune "Convertește" → creează automat Client + Deal - Deals (pipeline): client/vehicle, stage (8 stage-uri), price, source, lost_reason - Posts + Appointments: post_id (boxă), master_id, date+time_start+time_end, status, color - UserResource (tenant): CRUD users cu role/status/locale; canViewAny doar pentru admin Custom Filament page "Setări" (tenant): - Brand & contact (display_name, city, phone, email) - Localizare (limba RO/RU/EN, currency, theme color picker) - Servicii & tarif (labor_rate) - Liste configurabile (services, cars) — păstrate în companies.settings JSON Widgets dashboard: - Tenant: StatsOverview (Clienți, Mașini, Cereri noi, Deal-uri active, Programări azi) - Central: PlatformStats (Companii total/active/trial, Expiră în 7 zile) Seed extins demo PSauto: - 3 posturi (Pod 1/2/3 cu culori) - 2 lead-uri demo (Alex Grosu Telegram, Irina Cojocaru WhatsApp) - 3 deal-uri demo (BMW done, Audi in_work, Porsche agree) - 2 programări (azi + mâine) Filament v5 fixes: - $navigationGroup type → string|UnitEnum|null (parent stricter signature) - Toate resources noi au tipurile corecte
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@@ -0,0 +1,55 @@
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<?php
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namespace App\Models\Tenant;
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use App\Models\Concerns\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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class Appointment extends Model
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{
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use BelongsToTenant;
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public const STATUSES = [
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'scheduled' => 'Programat',
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'arrived' => 'Sosit',
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'done' => 'Finalizat',
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'cancelled' => 'Anulat',
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'no_show' => 'Neprezentat',
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];
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protected $fillable = [
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'company_id', 'post_id', 'client_id', 'vehicle_id', 'master_id', 'deal_id',
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'date', 'time_start', 'time_end',
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'title', 'color', 'status', 'notes',
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];
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protected $casts = [
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'date' => 'date',
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];
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public function post(): BelongsTo
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{
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return $this->belongsTo(Post::class);
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}
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public function client(): BelongsTo
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{
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return $this->belongsTo(Client::class);
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}
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public function vehicle(): BelongsTo
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{
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return $this->belongsTo(Vehicle::class);
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}
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public function master(): BelongsTo
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{
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return $this->belongsTo(User::class, 'master_id');
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}
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public function deal(): BelongsTo
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{
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return $this->belongsTo(Deal::class);
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}
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}
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@@ -0,0 +1,56 @@
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<?php
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namespace App\Models\Tenant;
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use App\Models\Concerns\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class Deal extends Model
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{
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use BelongsToTenant, SoftDeletes;
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public const STAGES = [
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'new' => 'Nou',
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'contact' => 'Contact',
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'agree' => 'Aprobare',
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'scheduled' => 'Programat',
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'arrived' => 'Sosit',
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'in_work' => 'În lucru',
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'done' => 'Finalizat',
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'lost' => 'Pierdut',
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];
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protected $fillable = [
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'company_id', 'client_id', 'vehicle_id',
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'name', 'price', 'stage', 'source', 'note',
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'assigned_to', 'won_at', 'lost_at', 'lost_reason',
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];
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protected $casts = [
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'price' => 'decimal:2',
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'won_at' => 'datetime',
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'lost_at' => 'datetime',
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];
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public function client(): BelongsTo
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{
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return $this->belongsTo(Client::class);
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}
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public function vehicle(): BelongsTo
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{
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return $this->belongsTo(Vehicle::class);
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}
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public function assignedTo(): BelongsTo
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{
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return $this->belongsTo(User::class, 'assigned_to');
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}
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public function isOpen(): bool
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{
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return ! in_array($this->stage, ['done', 'lost'], true);
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}
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}
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@@ -0,0 +1,108 @@
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<?php
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namespace App\Models\Tenant;
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use App\Models\Concerns\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class Lead extends Model
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{
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use BelongsToTenant, SoftDeletes;
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public const STATUSES = [
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'new' => 'Nou',
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'contacted' => 'Contactat',
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'no_answer' => 'Fără răspuns',
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'scheduled' => 'Programat',
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'converted' => 'Convertit',
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'lost' => 'Pierdut',
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];
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public const SOURCES = [
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'manual' => 'Manual',
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'call' => 'Apel',
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'site' => 'Site',
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'telegram' => 'Telegram',
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'whatsapp' => 'WhatsApp',
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'viber' => 'Viber',
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'facebook' => 'Facebook',
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'instagram' => 'Instagram',
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'tiktok' => 'TikTok',
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'google' => 'Google',
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'google_maps' => 'Google Maps',
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'seo' => 'SEO',
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'recommend' => 'Recomandare',
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];
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protected $fillable = [
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'company_id', 'client_id', 'vehicle_id',
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'name', 'phone', 'email', 'car', 'model', 'message',
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'source', 'marketing_channel',
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'utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',
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'status', 'budget', 'assigned_to', 'deal_id',
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'contacted_at', 'converted_at', 'notes',
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];
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protected $casts = [
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'budget' => 'decimal:2',
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'contacted_at' => 'datetime',
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'converted_at' => 'datetime',
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];
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public function client(): BelongsTo
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{
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return $this->belongsTo(Client::class);
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}
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public function vehicle(): BelongsTo
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{
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return $this->belongsTo(Vehicle::class);
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}
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public function assignedTo(): BelongsTo
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{
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return $this->belongsTo(User::class, 'assigned_to');
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}
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public function deal(): BelongsTo
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{
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return $this->belongsTo(Deal::class);
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}
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/** Convert lead → client + deal (idempotent if already converted). */
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public function convert(?array $dealAttrs = null): Deal
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{
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if ($this->deal_id) {
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return $this->deal;
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}
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$client = $this->client_id
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? $this->client
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: Client::firstOrCreate(
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['company_id' => $this->company_id, 'phone' => $this->phone],
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['type' => 'individual', 'name' => $this->name, 'email' => $this->email, 'source' => $this->source]
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);
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$deal = Deal::create(array_merge([
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'company_id' => $this->company_id,
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'client_id' => $client->id,
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'name' => trim(($this->car ?? '') . ' ' . ($this->model ?? '')) ?: $this->name,
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'price' => $this->budget,
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'stage' => 'new',
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'source' => $this->source,
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'note' => $this->message,
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'assigned_to' => $this->assigned_to,
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], $dealAttrs ?? []));
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$this->update([
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'client_id' => $client->id,
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'deal_id' => $deal->id,
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'status' => 'converted',
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'converted_at' => now(),
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]);
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return $deal;
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}
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}
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@@ -0,0 +1,23 @@
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<?php
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namespace App\Models\Tenant;
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use App\Models\Concerns\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\HasMany;
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class Post extends Model
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{
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use BelongsToTenant;
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protected $fillable = ['company_id', 'name', 'color', 'is_active', 'sort_order'];
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protected $casts = [
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'is_active' => 'boolean',
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];
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public function appointments(): HasMany
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{
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return $this->hasMany(Appointment::class);
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}
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}
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@@ -9,6 +9,7 @@ use Illuminate\Database\Eloquent\Factories\HasFactory;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use Illuminate\Foundation\Auth\User as Authenticatable;
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use Illuminate\Notifications\Notifiable;
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use Spatie\Permission\Traits\HasRoles;
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/**
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* Tenant-bound user. Belongs to exactly one Company.
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@@ -17,7 +18,10 @@ use Illuminate\Notifications\Notifiable;
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*/
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class User extends Authenticatable implements FilamentUser
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{
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use BelongsToTenant, HasFactory, Notifiable, SoftDeletes;
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use BelongsToTenant, HasFactory, HasRoles, Notifiable, SoftDeletes;
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/** Spatie Permission scope key matches the team_foreign_key (company_id). */
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protected $guard_name = 'web';
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protected $fillable = [
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'company_id', 'name', 'email', 'phone', 'avatar_url',
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Reference in New Issue
Block a user