autocrm

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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	06696727dd	Faza 6: Activity log + Kanban + Payroll + cleanup ══════ Activity log (Spatie) ══════ - spatie/laravel-activitylog v5 instalat - Migration cu company_id pentru tenant scoping - Trait Auditable (App\Models\Concerns\Auditable): - LogOptions cu logFillable + logOnlyDirty + dontSubmitEmptyLogs - tapActivity auto-fill company_id + causer - Descrieri RO (creat/modificat/șters/restaurat) - Aplicat pe: Client, Vehicle, Lead, Deal, WorkOrder, Payment, Expense - ActivityResource (group Admin → Jurnal activitate) - Listă read-only, scope pe tenant, filtre by description/today ══════ Kanban Work Orders ══════ - Custom Filament page la /app/kanban (group Service) - 6 coloane (new → diagnosis → agreement → in_work → awaiting_parts → ready) - Drag-drop nativ HTML5 cu wire:click moveCard() - Cards arată: număr fișă, client, auto, plate, master, total - Link 'Deschide' direct la editare WO ══════ Payroll (Salarii) ══════ Schema: - employee_profiles: user_id, position, base_salary, works_pct, parts_pct - payroll_runs: period (YYYY-MM), base, works_revenue/pct, parts_margin/pct, bonus, fines, advance, total auto-calculat - payroll_adjustments: bonus/fine/advance per period PayrollCalculator service: - compute($userId, $period) — calculează auto: - Manopere finalizate de mecanic în luna respectivă (sum total) - Marja pieselor montate de el (sell-buy * qty) - Bonus + fines + advance from adjustments - Total = base + works% + parts% + bonus - fines - advance Resources Filament (group Finanțe): - EmployeeProfileResource: profil cu % comisioane - PayrollRunResource: salarii cu action 'Calculează luna curentă' (toți userii) + per-row 'Recalculează'; Sum summary pe total - PayrollAdjustmentResource: gestionare bonus/penalizări/avansuri ══════ Cleanup ══════ - Șterse toate /__debug, /__seed, /__try-login, /__force-login, /__whoami, /__coolify-check (security) - Routes/web.php conține doar / redirect, /manifest.json, /sw.js Total Filament tenant routes: 92.	2026-05-07 09:52:01 +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

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

06696727dd

Faza 6: Activity log + Kanban + Payroll + cleanup

══════ Activity log (Spatie) ══════
- spatie/laravel-activitylog v5 instalat
- Migration cu company_id pentru tenant scoping
- Trait Auditable (App\Models\Concerns\Auditable):
  - LogOptions cu logFillable + logOnlyDirty + dontSubmitEmptyLogs
  - tapActivity auto-fill company_id + causer
  - Descrieri RO (creat/modificat/șters/restaurat)
- Aplicat pe: Client, Vehicle, Lead, Deal, WorkOrder, Payment, Expense
- ActivityResource (group Admin → Jurnal activitate)
  - Listă read-only, scope pe tenant, filtre by description/today

══════ Kanban Work Orders ══════
- Custom Filament page la /app/kanban (group Service)
- 6 coloane (new → diagnosis → agreement → in_work → awaiting_parts → ready)
- Drag-drop nativ HTML5 cu wire:click moveCard()
- Cards arată: număr fișă, client, auto, plate, master, total
- Link 'Deschide' direct la editare WO

══════ Payroll (Salarii) ══════
Schema:
- employee_profiles: user_id, position, base_salary, works_pct, parts_pct
- payroll_runs: period (YYYY-MM), base, works_revenue/pct, parts_margin/pct,
  bonus, fines, advance, total auto-calculat
- payroll_adjustments: bonus/fine/advance per period

PayrollCalculator service:
- compute($userId, $period) — calculează auto:
  - Manopere finalizate de mecanic în luna respectivă (sum total)
  - Marja pieselor montate de el (sell-buy * qty)
  - Bonus + fines + advance from adjustments
  - Total = base + works% + parts% + bonus - fines - advance

Resources Filament (group Finanțe):
- EmployeeProfileResource: profil cu % comisioane
- PayrollRunResource: salarii cu action 'Calculează luna curentă' (toți userii)
  + per-row 'Recalculează'; Sum summary pe total
- PayrollAdjustmentResource: gestionare bonus/penalizări/avansuri

══════ Cleanup ══════
- Șterse toate /__debug, /__seed, /__try-login, /__force-login, /__whoami,
  /__coolify-check (security)
- Routes/web.php conține doar / redirect, /manifest.json, /sw.js

Total Filament tenant routes: 92.

2026-05-07 09:52:01 +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

3 Commits