Reconciliation embedded in Money — no more separate page
The reconcile feature was hidden behind a text link at the bottom of the Money page. That's backwards. Reconciliation IS the Money page. Aaisha's actual thought process: 1. People pledged 2. Some say they paid 3. 'Did the money actually arrive?' → opens bank website, downloads CSV 4. 'Let me match it' → THIS SHOULD BE RIGHT HERE, not behind a link 5. '8 out of 10 matched' → pledges auto-move to 'received' Changes: - Full bank statement upload area is NOW embedded directly in /dashboard/money With icon, description, drop zone — always visible, not a link - When CSV is selected: file name + detected bank format shown inline Column mapping is collapsed by default (auto-detected) but expandable - 'Match payments' button is blue, full-width, prominent - Results appear INLINE below the upload area: - Summary stats (gap-px grid): rows, incoming, matched, possible, auto-confirmed - Green success banner when pledges are auto-confirmed - Full match results table with confidence icons - 'Upload another' button to reset - After matching: dashboard data auto-refreshes to show updated pledge statuses - 'Said they paid' section now says 'Upload a bank statement above to confirm' instead of linking to a separate page - /dashboard/reconcile now redirects to /dashboard/money (backward compat) - Contextual sections (confirm/nudge) hide when match results are showing to avoid visual clutter Architecture is now: Stats → MATCH PAYMENTS → Confirm these → Need a nudge → All pledges table Not: Stats → table → small link at bottom → navigate away → separate page
This commit is contained in:
177
temp_files/v3/EditCustomer.php
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177
temp_files/v3/EditCustomer.php
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<?php
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namespace App\Filament\Resources\CustomerResource\Pages;
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use App\Filament\Resources\CustomerResource;
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use App\Filament\Resources\DonationResource;
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use App\Models\Customer;
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use Filament\Actions\Action;
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use Filament\Forms\Components\Select;
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use Filament\Forms\Components\Textarea;
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use Filament\Notifications\Notification;
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use Filament\Resources\Pages\EditRecord;
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use Illuminate\Support\Facades\Mail;
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use Illuminate\Support\HtmlString;
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class EditCustomer extends EditRecord
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{
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protected static string $resource = CustomerResource::class;
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// ─── Heading: Show who this person IS, not just a name ───────
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// When Sahibah opens a donor, she needs to immediately understand:
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// "Is this person important? Are they a monthly giver? Gift Aid?"
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// No clicking, no scrolling — right in the heading.
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public function getHeading(): string|HtmlString
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{
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$customer = $this->record;
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$total = $customer->donations()
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->sum('amount') / 100;
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$giftAid = $customer->donations()
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->whereHas('donationPreferences', fn ($q) => $q->where('is_gift_aid', true))
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->exists();
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$badges = '';
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if ($total >= 1000) {
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$badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-amber-100 text-amber-800 ml-2">⭐ Major Donor</span>';
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}
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if ($giftAid) {
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$badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800 ml-2">Gift Aid</span>';
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}
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$sg = $customer->scheduledGivingDonations()->where('is_active', true)->first();
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if ($sg) {
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$amt = '£' . number_format($sg->total_amount, 0);
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$badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-blue-100 text-blue-800 ml-2">💙 ' . $amt . '/month</span>';
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}
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// Check for incomplete (problem) donations in last 7 days
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$incompleteRecent = $customer->donations()
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->whereDoesntHave('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->where('created_at', '>=', now()->subDays(7))
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->count();
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if ($incompleteRecent > 0) {
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$badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-red-100 text-red-800 ml-2">⚠ ' . $incompleteRecent . ' incomplete</span>';
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}
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return new HtmlString($customer->name . $badges);
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}
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// ─── Subheading: The one-line story of this donor ────────────
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public function getSubheading(): ?string
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{
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$customer = $this->record;
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$confirmed = $customer->donations()
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'));
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$total = $confirmed->sum('amount') / 100;
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$count = $confirmed->count();
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$first = $customer->donations()->oldest()->first();
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$since = $first ? $first->created_at->format('M Y') : null;
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$parts = [];
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if ($total > 0) {
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$parts[] = '£' . number_format($total, 2) . ' donated across ' . $count . ' donations';
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} else {
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$parts[] = 'No confirmed donations yet';
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}
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if ($since) {
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$parts[] = 'Supporter since ' . $since;
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}
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return implode(' · ', $parts);
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}
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// ─── Header Actions: What staff DO when they find a donor ────
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// These are the actual tasks that take 4+ clicks today:
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// "Add a note", "Resend a receipt", "Look them up in Stripe"
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protected function getHeaderActions(): array
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{
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$customer = $this->record;
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return [
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// Quick note — the #1 thing support staff do
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Action::make('add_note')
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->label('Add Note')
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->icon('heroicon-o-chat-bubble-left-ellipsis')
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->color('gray')
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->form([
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Textarea::make('body')
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->label('Note')
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->placeholder("e.g. Called on " . now()->format('d M') . " — wants to update their address")
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->required()
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->rows(3),
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])
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->action(function (array $data) use ($customer) {
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$customer->internalNotes()->create([
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'user_id' => auth()->id(),
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'body' => $data['body'],
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]);
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Notification::make()->title('Note added')->success()->send();
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}),
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// Resend receipt — second most common request
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Action::make('resend_receipt')
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->label('Resend Receipt')
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->icon('heroicon-o-envelope')
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->color('info')
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->form([
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Select::make('donation_id')
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->label('Which donation?')
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->options(function () use ($customer) {
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return $customer->donations()
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->latest()
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->take(10)
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->get()
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->mapWithKeys(function ($d) {
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$label = '£' . number_format($d->amount / 100, 2)
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. ' on ' . $d->created_at->format('d M Y')
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. ' — ' . ($d->donationType?->display_name ?? 'Unknown');
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return [$d->id => $label];
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});
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})
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->required()
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->helperText('Select the donation to resend the receipt for'),
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])
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->visible(fn () => $customer->donations()
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->exists())
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->action(function (array $data) use ($customer) {
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$donation = $customer->donations()->find($data['donation_id']);
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if ($donation) {
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try {
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Mail::to($customer->email)
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->send(new \App\Mail\DonationConfirmed($donation));
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Notification::make()
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->title('Receipt sent to ' . $customer->email)
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->body('For donation of £' . number_format($donation->amount / 100, 2) . ' on ' . $donation->created_at->format('d M Y'))
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->success()
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->send();
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} catch (\Throwable $e) {
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Notification::make()->title('Failed to send receipt')->body($e->getMessage())->danger()->send();
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}
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}
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}),
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// View in Stripe — for investigating payment issues
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Action::make('view_in_stripe')
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->label('Stripe')
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->icon('heroicon-o-arrow-top-right-on-square')
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->color('gray')
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->url('https://dashboard.stripe.com/search?query=' . urlencode($customer->email))
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->openUrlInNewTab(),
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// Email the donor directly
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Action::make('email_donor')
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->label('Email')
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->icon('heroicon-o-at-symbol')
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->color('gray')
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->url('mailto:' . $customer->email)
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->openUrlInNewTab(),
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];
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}
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}
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