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claudeclaude
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feat(finance): Phase 78 — CRM Leads Pipeline with activities and win/loss tracking
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent f309372 commit 47e2b86

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‎erp/app/Modules/Finance/Http/Controllers/LeadController.php‎

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<?php
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namespace App\Modules\Finance\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Models\User;
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use App\Modules\Finance\Models\Lead;
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use App\Modules\Finance\Models\LeadActivity;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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use Inertia\Response;
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class LeadController extends Controller
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{
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public function index(Request $request): Response
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{
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$this->authorize('viewAny', Lead::class);
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$query = Lead::with('assignedTo');
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if ($request->filled('stage')) {
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$query->where('stage', $request->stage);
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}
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$leads = $query->latest()->paginate(20)->withQueryString();
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return Inertia::render('Finance/Leads/Index', [
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'leads' => $leads,
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'filters' => $request->only('stage'),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', Lead::class);
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$users = User::orderBy('name')->get(['id', 'name']);
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return Inertia::render('Finance/Leads/Create', [
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'users' => $users,
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]);
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}
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public function store(Request $request): RedirectResponse
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{
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$this->authorize('create', Lead::class);
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$data = $request->validate([
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'name' => ['required', 'string'],
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'email' => ['nullable', 'email'],
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'phone' => ['nullable', 'string', 'max:30'],
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'company' => ['nullable', 'string'],
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'source' => ['required', 'in:website,referral,cold_call,trade_show,social_media,other'],
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'stage' => ['nullable', 'in:new,contacted,qualified,proposal,negotiation,won,lost'],
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'estimated_value' => ['nullable', 'numeric'],
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'probability' => ['nullable', 'integer', 'min:0', 'max:100'],
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'notes' => ['nullable', 'string'],
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'assigned_to' => ['nullable', 'exists:users,id'],
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'expected_close_date' => ['nullable', 'date'],
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]);
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$data['tenant_id'] = app('tenant')->id;
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$data['stage'] = $data['stage'] ?? 'new';
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$lead = Lead::create($data);
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return redirect()->route('finance.leads.show', $lead);
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}
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public function show(Lead $lead): Response
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{
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$this->authorize('view', $lead);
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$lead->load(['activities' => function ($q) {
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$q->with('user')->orderBy('activity_date', 'desc');
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}]);
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$lead->append('weighted_value');
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return Inertia::render('Finance/Leads/Show', [
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'lead' => $lead,
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]);
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}
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public function update(Request $request, Lead $lead): RedirectResponse
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{
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$this->authorize('update', $lead);
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$data = $request->validate([
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'stage' => ['nullable', 'in:new,contacted,qualified,proposal,negotiation,won,lost'],
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'probability' => ['nullable', 'integer', 'min:0', 'max:100'],
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'estimated_value' => ['nullable', 'numeric'],
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'notes' => ['nullable', 'string'],
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'expected_close_date' => ['nullable', 'date'],
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'assigned_to' => ['nullable', 'exists:users,id'],
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]);
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$lead->update($data);
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return back()->with('success', 'Lead updated successfully.');
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}
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public function destroy(Lead $lead): RedirectResponse
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{
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$this->authorize('delete', $lead);
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$lead->delete();
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return redirect()->route('finance.leads.index');
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}
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public function markWon(Lead $lead): RedirectResponse
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{
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$this->authorize('update', $lead);
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$lead->markWon();
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return back()->with('success', 'Lead marked as won.');
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}
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public function markLost(Request $request, Lead $lead): RedirectResponse
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{
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$this->authorize('update', $lead);
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$data = $request->validate([
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'reason' => ['required', 'string'],
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]);
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$lead->markLost($data['reason']);
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return back()->with('success', 'Lead marked as lost.');
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}
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public function addActivity(Request $request, Lead $lead): RedirectResponse
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{
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$this->authorize('create', Lead::class);
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$data = $request->validate([
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'type' => ['required', 'in:call,email,meeting,note,task'],
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'description' => ['required', 'string'],
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'activity_date' => ['required', 'date'],
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'outcome' => ['nullable', 'string'],
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'duration_minutes' => ['nullable', 'integer', 'min:1'],
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]);
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$data['tenant_id'] = app('tenant')->id;
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$data['lead_id'] = $lead->id;
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$data['user_id'] = auth()->id();
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LeadActivity::create($data);
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return back()->with('success', 'Activity added successfully.');
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}
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}

‎erp/app/Modules/Finance/Models/Lead.php‎

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<?php
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namespace App\Modules\Finance\Models;
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use App\Models\User;
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use App\Modules\Core\Traits\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\Relations\HasMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use Illuminate\Support\Carbon;
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class Lead extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $table = 'leads';
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protected $fillable = [
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'tenant_id',
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'name',
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'email',
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'phone',
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'company',
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'source',
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'stage',
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'assigned_to',
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'estimated_value',
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'probability',
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'notes',
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'lost_reason',
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'won_at',
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'lost_at',
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'expected_close_date',
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];
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protected $casts = [
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'estimated_value' => 'decimal:2',
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'probability' => 'integer',
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'won_at' => 'date',
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'lost_at' => 'date',
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'expected_close_date' => 'date',
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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 activities(): HasMany
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{
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return $this->hasMany(LeadActivity::class);
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}
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public function markWon(): void
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{
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$this->stage = 'won';
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$this->won_at = Carbon::today();
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$this->probability = 100;
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$this->save();
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}
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public function markLost(string $reason): void
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{
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$this->stage = 'lost';
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$this->lost_at = Carbon::today();
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$this->lost_reason = $reason;
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$this->probability = 0;
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$this->save();
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}
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public function moveStage(string $stage): void
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{
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$this->stage = $stage;
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$this->save();
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}
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public function getWeightedValueAttribute(): float
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{
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if ($this->estimated_value === null) {
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return 0.0;
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}
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return (float) $this->estimated_value * $this->probability / 100;
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}
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}

‎erp/app/Modules/Finance/Models/LeadActivity.php‎

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<?php
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namespace App\Modules\Finance\Models;
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use App\Models\User;
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use App\Modules\Core\Traits\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 LeadActivity extends Model
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{
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use BelongsToTenant;
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protected $table = 'lead_activities';
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protected $fillable = [
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'tenant_id',
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'lead_id',
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'user_id',
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'type',
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'description',
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'activity_date',
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'outcome',
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'duration_minutes',
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];
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protected $casts = [
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'activity_date' => 'date',
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'duration_minutes' => 'integer',
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];
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public function lead(): BelongsTo
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{
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return $this->belongsTo(Lead::class);
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}
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public function user(): BelongsTo
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{
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return $this->belongsTo(User::class);
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}
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}

‎erp/app/Modules/Finance/Policies/LeadPolicy.php‎

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<?php
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namespace App\Modules\Finance\Policies;
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use App\Models\User;
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use App\Modules\Finance\Models\Lead;
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class LeadPolicy
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{
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public function viewAny(User $user): bool { return $user->can('finance.view'); }
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public function view(User $user, Lead $lead): bool { return $user->can('finance.view'); }
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public function create(User $user): bool { return $user->can('finance.create'); }
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public function update(User $user, Lead $lead): bool { return $user->can('finance.create'); }
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public function delete(User $user, Lead $lead): bool { return $user->can('finance.delete'); }
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}

‎erp/app/Modules/Finance/Providers/FinanceServiceProvider.php‎

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use App\Modules\Finance\Models\MaintenanceLog;
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use App\Modules\Finance\Policies\ServiceAgreementPolicy;
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use App\Modules\Finance\Models\LoyaltyProgram;
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use App\Modules\Finance\Models\Lead;
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use App\Modules\Finance\Models\LeadActivity;
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use App\Modules\Finance\Policies\LeadPolicy;
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use App\Modules\Finance\Models\LoyaltyEnrollment;
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use App\Modules\Finance\Models\LoyaltyTransaction;
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use App\Modules\Finance\Policies\LoyaltyPolicy;
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Gate::policy(MaintenanceLog::class, ServiceAgreementPolicy::class);
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Gate::policy(LoyaltyProgram::class, LoyaltyPolicy::class);
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Gate::policy(Lead::class, LeadPolicy::class);
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Gate::policy(LeadActivity::class, LeadPolicy::class);
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Gate::policy(LoyaltyEnrollment::class, LoyaltyPolicy::class);
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Gate::policy(LoyaltyTransaction::class, LoyaltyPolicy::class);
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‎erp/app/Modules/Finance/routes/finance.php‎

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use App\Modules\Finance\Http\Controllers\TaxGroupController;
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use App\Modules\Finance\Http\Controllers\ServiceAgreementController;
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use App\Modules\Finance\Http\Controllers\LoyaltyProgramController;
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use App\Modules\Finance\Http\Controllers\LeadController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post("loyalty-programs/{loyaltyProgram}/redeem-points", [LoyaltyProgramController::class, "redeemPoints"])->name("loyalty-programs.redeem-points");
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Route::resource("loyalty-programs", LoyaltyProgramController::class)->except(["edit", "update"]);
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// Leads
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Route::post('leads/{lead}/mark-won', [LeadController::class, 'markWon'])->name('leads.mark-won');
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Route::post('leads/{lead}/mark-lost', [LeadController::class, 'markLost'])->name('leads.mark-lost');
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Route::post('leads/{lead}/activities', [LeadController::class, 'addActivity'])->name('leads.activities.add');
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Route::resource('leads', LeadController::class)->except(['edit']);
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});

‎erp/database/migrations/2026_07_08_100001_create_leads_table.php‎

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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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public function up(): void
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{
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Schema::create('leads', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->string('name');
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$table->string('email')->nullable();
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$table->string('phone', 30)->nullable();
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$table->string('company')->nullable();
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$table->string('source', 30)->default('other');
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$table->string('stage', 20)->default('new');
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$table->unsignedBigInteger('assigned_to')->nullable();
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$table->decimal('estimated_value', 14, 2)->nullable();
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$table->unsignedTinyInteger('probability')->default(0);
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$table->text('notes')->nullable();
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$table->text('lost_reason')->nullable();
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$table->date('won_at')->nullable();
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$table->date('lost_at')->nullable();
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$table->date('expected_close_date')->nullable();
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$table->softDeletes();
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$table->timestamps();
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$table->index(['tenant_id', 'stage']);
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});
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}
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public function down(): void
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{
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Schema::dropIfExists('leads');
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}
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};

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