Registry grows from 14 → 25 hints. New entries:
- wo.dashboard.topbar_actions / meta / tabs / history / finance /
timeline / bottom
- wo.create.overview
- crm.clients.overview / vehicles.overview
- finante.dashboard.stats / expenses.overview
"?" icons injected into:
- WO dashboard: top-bar actions, meta header, tabs bar, history card,
finance card, timeline card, bottom action bar (in addition to the
existing dashboard title, PDF preview, chat)
- CalendarBoard: title
- PipelineBoard: title
- Excel import wizard: step 1
- Main tenant dashboard (via PanelsRenderHook::PAGE_START scoped to
Dashboard::class): small banner with a "?" and a shortcut to the
FAQ page for users who don't see the icons
Users now see hint icons on the primary daily-use screens; more can
be added by dropping <x-hint key="..." /> anywhere.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Audit pass against /tmp/service/todo/psauto-pipeline-redesign.html — 10
gaps closed.
1. In-page TOPBAR (mockup had it; was missing): "Pipeline" title,
sep, search box "Caută client, mașină, număr...", and right-side
Filtre / Export / + Deal nou (primary) buttons. Search input is
wire:model.live.debounce 300ms.
2. SEARCH actually filters cards: $searchQuery property in
PipelineBoard scans subject + client_name + plate + code + phone
across all 6 columns, case-insensitive.
3. "+ Deal nou" + "+ Adaugă cerere" (per-column bottom) now open the
SAME right-side panel in "new form" mode. Inline create form:
Nume / Telefon / Auto / Sursă / Notițe → createNewLead() inserts
Lead with status=new, lands in col 1 instantly without leaving page.
Validation: name + phone required.
4. EXPORT button calls exportCsv() — streams a CSV of current filtered
columns (etapă, cod, subiect, client, telefon, auto, sumă,
responsabil, stare timp).
5. PERIOD selector chip shows current month in Romanian
(now()->locale('ro')->isoFormat('MMMM YYYY')) — matches "Iunie 2026".
6. HOVER icons now match mockup exactly per column:
- request: 📅 schedule / 📞 phone / ⋮ edit
- quote: 📅 schedule / 💬 wa / ⋮ edit
- scheduled: 📄 file-plus (start WO) / 💬 wa / ⋮ edit
- in_work: 👁 eye (open WO) / 💬 wa / ✓ mark Gata
- ready: 💰 cash (mark paid) / 📞 phone / ⋮ edit
- paid: NONE (col 6 has no hover actions per mockup)
7. Col 6 "Achitat azi" cards now opacity:0.65, no hover actions,
no time line, no assignee name (just avatar) — exactly as in mockup.
8. Sum display: amount == 0 renders "—" instead of "0 MDL", both in
card footer and list view.
9. "Avans achitat" tag (blue) appears on Ready cards with partial
payment (pay_status='partial'); "Neachitat" amber only when fully
unpaid. Matches mockup col 5 example "Nissan Qashqai · Gata +
Avans achitat".
10. Link tracking quick-action: appears in detail panel "Acțiuni rapide"
grid when WO has tracking_url. Sits alongside WhatsApp / Sună / SMS.
Two-panel architecture: $showNewForm and $openCardKey are mutually
exclusive. Click outside or ✕ closes the panel; opening one closes
the other.
Tests: +4 (createNewLead happy path, validation, search filter,
partial payment tag). Suite 185/185 (was 181).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Addresses the gaps surfaced after the first redesign — the board was still
boxed in Filament chrome (not truly full-page), hover floating-actions and
"+ Adaugă" CTAs were missing, and the P0 "Programează" from deal card had
no calendar wiring.
Full-page:
- getMaxContentWidth() = Width::Full
- getHeading()/getSubheading() return empty so Filament's title bar
disappears, leaving the kanban edge-to-edge
- CSS uses :has(.pb-shell) to strip Filament's page padding + heading
block at the layout level
- Board height = calc(100vh - 64px); columns scroll independently
Hover floating-actions on every card (column-aware):
- Cols 1-2 (Cerere / Calculație): 📅 quickSchedule
- Col 3 (Programat): ▶ start work (creates WO)
- Col 4 (În lucru): ✓ mark Gata
- Col 5 (Gata): 💰 mark Achitat
- All cards with phone: 📞 tel: + 💬 wa.me
- All cards: ↗ open in resource edit
- Shown only on .pb-deal:hover, positioned absolute top-right
"+ Adaugă" CTA at column bottom:
- Cols 1-3 → /app/leads/create
- Cols 4-5 → /app/work-orders/create
Programare → Calendar (P0 AAA):
- quickSchedule($key) on PipelineBoard creates a real Appointment row for
tomorrow 10:00 linked to (client_id, vehicle_id, master_id, deal_id),
sets deal.stage='scheduled' + scheduled_at, then shows a toast
- Panel bottom action bar gains "📅 Programează" CTA for lead/deal cards
- "📅 Calendar" jump CTA for WO cards
- calendarUrl() returns the canonical filament.tenant.pages.calendar-board
route
Empty column state now reads "Gol — trage un card aici" instead of just
"Gol" so the drop affordance is explicit.
Stat strip + filter bar sticky at top; board fills the remaining viewport.
Tests: +1 (quickSchedule creates Appointment + moves deal). Suite 181/181.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Vasyka