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andrewdrakeandrewdrake
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Pipeline settings and migrations
1 parent f7cdeb8 commit 17fec22

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‎database/migrations/add_pipeline_to_laravel_crm_models_table.php.stub

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*
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* @return void
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*/
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public function up()
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{
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Schema::table(config('laravel-crm.db_table_prefix').'leads', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'deals', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'quotes', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'orders', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'invoices', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'deliveries', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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Schema::table(config('laravel-crm.db_table_prefix').'purchase_orders', function (Blueprint $table) {
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class)->nullable()->after('team_id');
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStage::class)->nullable()->after('pipeline_id');
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});
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}
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/**
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* Reverse the migrations.
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*
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* @return void
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*/
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public function down()
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{
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Schema::table(config('laravel-crm.db_table_prefix').'leads', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'deals', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'quotes', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'orders', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'invoices', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'deliveries', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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Schema::table(config('laravel-crm.db_table_prefix').'purchase_orders', function (Blueprint $table) {
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$table->dropColumn([
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'pipeline_id',
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'pipeline_stage_id'
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]);
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});
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}
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};

‎database/migrations/add_user_to_laravel_crm_settings_table.php.stub

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*
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* @return void
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*/
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public function up()
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{
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Schema::table(config('laravel-crm.db_table_prefix').'settings', function (Blueprint $table) {
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$table->unsignedBigInteger('user_id')->nullable()->after('team_id');
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$table->foreign('user_id')->references('id')->on('users');
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});
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}
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/**
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* Reverse the migrations.
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*
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* @return void
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*/
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public function down()
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{
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Schema::table(config('laravel-crm.db_table_prefix').'settings', function (Blueprint $table) {
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$table->dropForeign(['user_id']);
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$table->dropColumn('user_id');
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});
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}
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};

‎database/migrations/create_laravel_crm_pipeline_stage_probabilities_table.php.stub

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*
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* @return void
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*/
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public function up()
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{
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Schema::create(config('laravel-crm.db_table_prefix').'pipeline_stage_probabilities', function (Blueprint $table) {
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$table->id();
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$table->string('external_id');
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$table->unsignedBigInteger('team_id')->index()->nullable();
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$table->string('name');
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$table->unsignedTinyInteger('percent');
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$table->tinyInteger('limit')->nullable();
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$table->boolean('archive')->default(false);
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$table->timestamp('archived_at')->nullable();
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$table->timestamps();
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$table->softDeletes();
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});
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}
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/**
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* Reverse the migrations.
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*
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* @return void
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*/
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public function down()
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{
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Schema::dropIfExists(config('laravel-crm.db_table_prefix').'pipeline_stage_probabilities');
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}
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};

‎database/migrations/create_laravel_crm_pipeline_stages_table.php.stub

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*
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* @return void
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*/
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public function up()
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{
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Schema::create(config('laravel-crm.db_table_prefix').'pipeline_stages', function (Blueprint $table) {
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$table->id();
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$table->string('external_id');
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$table->unsignedBigInteger('team_id')->index()->nullable();
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$table->string('name');
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$table->text('description')->nullable();
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\Pipeline::class);
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$table->foreignIdFor(\VentureDrake\LaravelCrm\Models\PipelineStageProbability::class)->nullable();
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$table->tinyInteger('order')->default(0);
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$table->string('color')->nullable();
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$table->timestamps();
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$table->softDeletes();
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});
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}
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/**
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* Reverse the migrations.
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*
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* @return void
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*/
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public function down()
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{
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Schema::dropIfExists(config('laravel-crm.db_table_prefix').'pipeline_stages');
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}
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};

‎database/migrations/create_laravel_crm_pipelines_table.php.stub

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*
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* @return void
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*/
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public function up()
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{
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Schema::create(config('laravel-crm.db_table_prefix').'pipelines', function (Blueprint $table) {
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$table->id();
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$table->string('external_id');
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$table->unsignedBigInteger('team_id')->index()->nullable();
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$table->string('name');
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$table->string('model');
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$table->timestamps();
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$table->softDeletes();
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});
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}
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/**
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* Reverse the migrations.
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*
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* @return void
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*/
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public function down()
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{
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Schema::dropIfExists(config('laravel-crm.db_table_prefix').'pipelines');
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}
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};

‎resources/lang/en/lang.php

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'edit_custom_field_group' => 'edit custom field group',
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'back_to_custom_field_groups' => 'back to custom field groups',
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'pipelines' => 'pipelines',
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'add_pipeline' => 'add pipeline',
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'pipeline' => 'pipeline',
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'create_pipeline' => 'create pipeline',
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'edit_pipeline' => 'edit pipeline',
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'back_to_pipelines' => 'back to pipelines',
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'pipeline_updated' => 'pipeline updated',
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'pipeline_stored' => 'pipeline stored',
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'pipeline_deleted' => 'pipeline deleted',
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'stages' => 'stages',
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'pipeline_stages' => 'pipeline stages',
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'add_pipeline_stage' => 'add pipeline stage',
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'pipeline_stage' => 'pipeline stage',
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'create_pipeline_stage' => 'create pipeline stage',
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'back_to_pipeline_stages' => 'back to pipeline stages',
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'edit_pipeline_stage' => 'edit pipeline stage',
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];

‎resources/views/layouts/partials/nav-settings.blade.php

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<li class="nav-item">
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<a class="nav-link {{ (strpos(Route::currentRouteName(), 'laravel-crm.pipelines') === 0) ? 'active' : '' }}" href="{{ url(route('laravel-crm.pipelines.index')) }}" role="tab" aria-controls="pipelines" aria-selected="false">{{ ucwords(__('laravel-crm::lang.pipelines')) }}</a>
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</li>
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<li class="nav-item">
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<a class="nav-link {{ (strpos(Route::currentRouteName(), 'laravel-crm.pipeline-stages') === 0) ? 'active' : '' }}" href="{{ url(route('laravel-crm.pipeline-stages.index')) }}" role="tab" aria-controls="pipeline-stages" aria-selected="false">{{ ucwords(__('laravel-crm::lang.pipeline_stages')) }}</a>
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</li>
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@endcan
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@can('view crm product categories')
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<li class="nav-item">

‎resources/views/leads/partials/card-index.blade.php

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@endslot
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@slot('actions')
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@include('laravel-crm::partials.view-types', [
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'model' => 'leads',
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'viewSetting' => $viewSetting ?? 'list'
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])
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@if($pipeline)
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@include('laravel-crm::partials.view-types', [
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'model' => 'leads',
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'viewSetting' => $viewSetting ?? 'list'
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])
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@endif
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@include('laravel-crm::partials.filters', [
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'action' => route('laravel-crm.leads.filter'),
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'model' => '\VentureDrake\LaravelCrm\Models\Lead'

‎resources/views/leads/partials/fields.blade.php

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</div>
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</div>
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@include('laravel-crm::partials.form.select',[
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'name' => 'pipeline_stage_id',
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'label' => ucfirst(__('laravel-crm::lang.stage')),
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'options' => $pipeline->pipelineStages()
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->orderBy('order')
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->orderBy('id')
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->pluck('name', 'id') ?? [],
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'value' => old('pipeline_stage_id', $lead->pipelineStage->id ?? $stage ?? $pipeline->pipelineStages()
46-
->orderBy('order')
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->orderBy('id')
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->first()->id ?? null),
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@if($pipeline)
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@include('laravel-crm::partials.form.select',[
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'name' => 'pipeline_stage_id',
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'label' => ucfirst(__('laravel-crm::lang.stage')),
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'options' => $pipeline->pipelineStages()
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->orderBy('order')
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->orderBy('id')
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->pluck('name', 'id') ?? [],
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'value' => old('pipeline_stage_id', $lead->pipelineStage->id ?? $stage ?? $pipeline->pipelineStages()
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->orderBy('order')
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->orderBy('id')
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->first()->id ?? null),
4950
])
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@endif
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@include('laravel-crm::partials.form.multiselect',[
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'name' => 'labels',

‎resources/views/pipeline-stages/create.blade.php

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@extends('laravel-crm::layouts.app')
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@section('content')
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<form method="POST" action="{{ url(route('laravel-crm.pipeline-stages.store')) }}">
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@csrf
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<div class="container-fluid pl-0">
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<div class="row">
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<div class="col col-md-2">
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<div class="card">
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<div class="card-body py-3 px-2">
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@include('laravel-crm::layouts.partials.nav-settings')
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</div>
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</div>
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</div>
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<div class="col col-md-10">
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<div class="card">
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<div class="card-header">
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<h3 class="card-title float-left m-0"> {{ ucfirst(trans('laravel-crm::lang.create_pipeline_stage')) }}</h3>
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<span class="float-right"><a type="button" class="btn btn-outline-secondary btn-sm" href="{{ url(route('laravel-crm.pipeline-stages.index')) }}"><span class="fa fa-angle-double-left"></span> {{ ucfirst(trans('laravel-crm::lang.back_to_pipeline_stages')) }}</a></span>
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</div>
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<div class="card-body">
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@include('laravel-crm::pipeline-stages.partials.fields')
24+
</div>
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@component('laravel-crm::components.card-footer')
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<a href="{{ url(route('laravel-crm.pipeline-stages.index')) }}" class="btn btn-outline-secondary">{{ ucfirst(trans('laravel-crm::lang.cancel')) }}</a>
27+
<button type="submit" class="btn btn-primary">{{ ucwords(trans('laravel-crm::lang.save')) }}</button>
28+
@endcomponent
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</div>
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</div>
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</div>
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</div>
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</form>
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@endsection

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