4 Commits

Author SHA1 Message Date
Vasyka 3603c0e43b feat: rich Pipeline board — unified Lead/Deal/WO Kanban with SLA + drag-drop transitions
Replaces the bare 6-status WO Kanban with the unified Pipeline view from
/tmp/service/todo/psauto-pipeline-redesign.html. Six columns now span the
entire customer journey end-to-end:

  Cerere nouă → Calculație → Programat → În lucru → Gata → Achitat azi
  └─ Lead/Deal  └─ Deal      └─ Deal     └─ WO       └─ WO    └─ WO+Payment

Cross-model drag-drop transitions:
- Lead → Calculație: Lead::convert() creates Deal at stage=contact, marks
  quote_sent_at = now, quote_status = sent
- Deal (any earlier stage) → În lucru: spawns a WorkOrder from the deal
  (client, vehicle, master, total, complaint), sets deal.stage=in_work,
  links wo.deal_id
- WO → Gata: status=ready + fires NotificationDispatcher::workOrderReady
  so client gets Telegram/email automatically
- WO → Achitat: creates Payment for remaining balance + status=done,
  closed_at=today (pay_status syncs to paid via Payment booted hook)

Rich card content per the mockup:
- Red urgent stripe (left border) for Deal.urgent or WO.urgency!=normal
- Source tag (Instagram/Site/Apel/etc.) on lead/deal cards
- Quote status badge ("Trimis · fără răspuns" amber / "Văzut ✓" blue /
  "A răspuns" green) based on deal.quote_status
- Scheduled time + bay tag ("05.06 · 09:00" + "Post 2")
- Fișă FL-NNN purple tag on WO cards
- "Necesită aprobare" amber tag when wo.status=agreement
- Progress bar (purple, 0-100%) on in-work cards: works_done + parts_installed
  over total lines
- SLA time line per card with overdue red color:
  * Lead 60+ min not contacted = overdue
  * Quote 2h+ no response = overdue
  * Ready 30+ min not paid = overdue (with phone icon)
  * WO past ETA = overdue
- Assignee avatar (deterministic CRC32 color: blue/green/purple/amber)
- Amount in MDL, formatted

Stat strip (6 metrics computed live):
- Total deals active (sum of cols 1-5)
- MDL pipeline total
- MDL closed today (Payment sum where paid_at=today)
- Necesită acțiune (overdue + urgent + pending approval)
- Rata conversie 30d (won / (won+lost) %)
- Depășit termen (count WO past eta_at)

Filter chips wire-driven: Toate / Ale mele (assigned_to=me) /
Urgente (urgent=true OR wo.urgency!=normal) / Azi.

View toggle: Kanban ↔ Listă (table with all cards flat, sortable by stage).

Slide-in detail panel:
- 6-step stage stepper highlighting current
- Client / Telefon (blue clickable) / Auto / Sursă / Responsabil / Sumă /
  De achitat (live computed balanceDue for WOs)
- Note / Reclamație
- Linked Fișă card with status badge, progress, ETA, "necesită aprobare"
  alert + tracking link
- Activity timeline from Spatie activity-log
- Quick actions: WhatsApp (wa.me/<phone>), Sună (tel:), SMS (sms:),
  Deschide (jumps to Filament resource edit)

DealResource hidden from nav (shouldRegisterNavigation=false) since
PipelineBoard is the canonical entry, but its edit/create routes stay
intact — the panel deep-links to them.

Auto-refresh: wire:poll.10s keeps the board live without WebSocket
dependency. Drag-drop is HTML5 native + Livewire wire:click for ops.

Dark mode supported via CSS variables overridden in .dark scope.

Migration: extend deals table with urgent, quote_sent_at, quote_status,
quote_seen_at, scheduled_at, bay, confirmed_at, confirmed_via,
last_action_at. Idempotent (hasColumn guards). Deal model auto-updates
last_action_at on saving.

Tests: 7 new + full suite 180/180 green (was 173).
- partition leads/deals/wos by column
- stats computation: active, pipeline_mdl, closed_today_mdl
- lead→quote transition converts lead into deal
- deal→in_work creates WorkOrder linked back to deal
- wo→paid creates payment for balance + marks done
- filter "mine" narrows to assigned user
- openCard loads panel detail with correct stepper position

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-04 20:02:44 +00:00
Vasyka 721c57ff97 Filament v5: Forms\Components\Section → Schemas\Components\Section, Forms\Get → Schemas\Components\Utilities\Get
Layout components (Section, Grid, Tabs, etc.) au fost mutate din
Filament\Forms\Components în Filament\Schemas\Components.
Forms\Components păstrează doar field-urile (TextInput, Select, etc.).

Forms\Get s-a mutat în Schemas\Components\Utilities\Get.
2026-05-06 18:07:10 +00:00
Vasyka b1d4926cae Filament v5: move Tables\Actions\* → Actions\* namespace
Filament v5 a unificat actions într-un singur namespace Filament\Actions.
Tables\Actions\EditAction et al. nu mai există → fix global pe toate resources.
2026-05-06 17:52:33 +00:00
Vasyka c9cb3560ef 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
2026-05-06 17:36:32 +00:00