Omair Saleh
c11bf4bea7
THE CORE PROBLEM:
Users didn't understand the appeal→link hierarchy.
Payment method was hidden inside appeal creation.
The widget was a separate, undiscoverable concept.
External platforms (JustGiving, LaunchGood) felt disconnected.
THE FIX:
1. ONE CREATION FLOW for everything:
Step 1: 'What are you raising for?' → creates the appeal
Step 2: 'How will donors pay?' → 3 big clear cards:
- Bank transfer (most popular, free)
- External platform (JustGiving, LaunchGood, etc.)
- Card payment (Stripe)
Step 3: 'Name your link' → shows summary, creates both
2. PAYMENT METHOD VISIBLE ON EVERY LINK:
Each link card shows a badge: 'Bank' or 'JustGiving' etc.
External links show 'After pledging, donors are sent to...'
No confusion about how money flows.
3. WIDGET IS A SHARING TAB, NOT A SEPARATE CONCEPT:
Every link card expands to show 3 tabs:
- Link (copy URL, WhatsApp, email, share)
- QR Code (download PNG for printing)
- Website Widget (iframe embed code with copy button)
The widget is just another way to share the same link.
4. FLAT LINK LIST (not appeal→link hierarchy):
All links shown in one flat list
Appeal name shown as subtitle when multiple appeals exist
'New link' adds to existing appeal
'New appeal' uses the full 3-step wizard
5. EDUCATIONAL RIGHT COLUMN:
'How it works' 5-step guide
'Which payment method should I choose?' comparison
'Can I mix payment methods?' FAQ
'What's an appeal?' explanation (demystifies the concept)
Leaderboard when 3+ links have pledges
313 lines
15 KiB
PHP
313 lines
15 KiB
PHP
<?php
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namespace App\Filament\Resources;
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use App\Filament\Resources\ScheduledGivingDonationResource\Pages\EditScheduledGivingDonation;
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use App\Filament\Resources\ScheduledGivingDonationResource\Pages\ListScheduledGivingDonations;
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use App\Filament\Resources\ScheduledGivingDonationResource\RelationManagers\ScheduledGivingDonationPayments;
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use App\Filament\RelationManagers\InternalNotesRelationManager;
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use App\Helpers;
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use App\Jobs\Zapier\Data\SendCustomer;
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use App\Models\DonationType;
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use App\Models\ScheduledGivingCampaign;
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use App\Models\ScheduledGivingDonation;
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use Filament\Forms\Components\Fieldset;
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use Filament\Forms\Components\Grid;
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use Filament\Forms\Components\Placeholder;
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use Filament\Forms\Components\Repeater;
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use Filament\Forms\Components\Section;
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use Filament\Forms\Components\TextInput;
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use Filament\Forms\Form;
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use Filament\Notifications\Notification;
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use Filament\Resources\Resource;
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use Filament\Tables\Actions\Action;
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use Filament\Tables\Actions\ActionGroup;
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use Filament\Tables\Actions\BulkAction;
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use Filament\Tables\Actions\BulkActionGroup;
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use Filament\Tables\Actions\ViewAction;
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use Filament\Tables\Columns\IconColumn;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Filters\Filter;
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use Filament\Tables\Filters\SelectFilter;
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use Filament\Tables\Table;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Support\Facades\Auth;
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use Illuminate\Support\HtmlString;
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class ScheduledGivingDonationResource extends Resource
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{
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protected static ?string $model = ScheduledGivingDonation::class;
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protected static ?string $navigationIcon = 'heroicon-o-user-group';
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protected static ?string $navigationGroup = 'Giving';
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protected static ?int $navigationSort = 1;
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protected static ?string $modelLabel = 'Scheduled Giving';
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protected static ?string $pluralModelLabel = 'Scheduled Giving';
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protected static ?string $navigationLabel = 'Subscribers';
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public static function form(Form $form): Form
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{
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return $form
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->schema([
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Section::make('Donation Details')
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->schema([
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Grid::make(5)->schema([
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Placeholder::make('status')
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->label('Status')
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->content(function (ScheduledGivingDonation $scheduledGivingDonation) {
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if ($scheduledGivingDonation->is_active) {
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return new HtmlString('<span class="bg-green-100 text-green-800 text-sm font-medium px-2 py-1 rounded-lg flex-1">Enabled</span>');
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} else {
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return new HtmlString('<span class="bg-yellow-100 text-yellow-800 text-sm font-medium px-2 py-1 rounded-lg flex-1">Disabled</span>');
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}
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}),
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Placeholder::make('scheduledGivingCampaign.title')
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->label('Campaign')
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->content(fn (ScheduledGivingDonation $record): HtmlString => new HtmlString('<b>' . $record->scheduledGivingCampaign->title . '</b>')),
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Placeholder::make('Amount')
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->content(fn (ScheduledGivingDonation $record): HtmlString => new Htmlstring('<b>' . Helpers::formatMoneyGlobal($record->total_amount) . '</b>')),
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Placeholder::make('admin_contribution')
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->label('Admin Contribution')
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->content(fn (ScheduledGivingDonation $record): HtmlString => new Htmlstring('<b>' . Helpers::formatMoneyGlobal($record->amount_admin) . '</b>')),
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Placeholder::make('is_zakat')
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->label('Zakat?')
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->content(fn (ScheduledGivingDonation $record): HtmlString => new Htmlstring('<b>' . ($record->is_zakat ? 'Yes' : 'No') . '</b>')),
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Placeholder::make('is_gift_aid')
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->label('Gift Aid?')
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->content(fn (ScheduledGivingDonation $record): HtmlString => new Htmlstring('<b>' . ($record->is_gift_aid ? 'Yes' : 'No') . '</b>')),
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]),
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Fieldset::make('Customer Details')
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->columns(3)
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->schema([
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Placeholder::make('name')
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->label('Name')
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->content(fn (ScheduledGivingDonation $donation) => $donation->customer->name),
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Placeholder::make('email')
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->label('Email')
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->content(fn (ScheduledGivingDonation $donation) => $donation->customer->email),
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Placeholder::make('phone')
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->label('Phone')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($phone = $donation->customer->phone)) > 0 ? $phone : new HtmlString('<i>(Not given)</i>')),
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])
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->visible(fn (ScheduledGivingDonation $donation) => (bool) $donation->customer),
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Fieldset::make('Address')
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->columns(3)
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->schema([
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Placeholder::make('house')
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->label('House')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->house)) ? $v : new HtmlString('<i>(Not given)</i>')),
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Placeholder::make('street')
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->label('Street')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->street)) ? $v : new HtmlString('<i>(Not given)</i>')),
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Placeholder::make('town')
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->label('Town')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->town)) ? $v : new HtmlString('<i>(Not given)</i>')),
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Placeholder::make('state')
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->label('State')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->state)) ? $v : new HtmlString('<i>(Not given)</i>')),
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Placeholder::make('postcode')
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->label('Postcode')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->postcode)) ? $v : new HtmlString('<i>(Not given)</i>')),
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Placeholder::make('country_code')
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->label('Country')
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->content(fn (ScheduledGivingDonation $donation) => strlen(trim($v = $donation->address->country_code)) ? $v : new HtmlString('<i>(Not given)</i>')),
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])
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->visible(fn (ScheduledGivingDonation $donation) => (bool) $donation->address),
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Fieldset::make('Appeal')
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->columns(2)
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->schema([
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Placeholder::make('appeal.name')
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->label('Name')
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->content(fn (ScheduledGivingDonation $donation) => $donation->appeal->name),
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Placeholder::make('appeal.url')
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->label('URL')
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->content(fn (ScheduledGivingDonation $donation): HtmlString => new HtmlString('<a href="' . $donation->appeal->url() . '">' . $donation->appeal->url() . '</a>')),
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])
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->visible(fn (ScheduledGivingDonation $donation) => (bool) $donation->appeal),
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Repeater::make('allocations')
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->schema([
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TextInput::make('type')
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->label('Donation Type')
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->required()
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->disabled(),
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TextInput::make('amount')
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->label('Amount')
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->numeric()
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->required()
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->disabled(),
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])
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->columns()
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->formatStateUsing(function ($state) {
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return collect($state)
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->map(fn ($amount, $type) => ['type' => DonationType::find($type)?->display_name, 'amount' => $amount])
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->values()
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->toArray();
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})
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->addable(false)
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->deletable(false),
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]),
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]);
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}
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public static function getEloquentQuery(): Builder
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{
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return parent::getEloquentQuery()
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->withCount(['payments as paid_payments_count' => fn ($q) => $q->where('is_paid', true)->whereNull('deleted_at')]);
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}
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public static function table(Table $table): Table
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{
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return $table
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->columns([
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IconColumn::make('is_active')
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->label('')
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->boolean()
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->trueIcon('heroicon-o-check-circle')
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->falseIcon('heroicon-o-x-circle')
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->trueColor('success')
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->falseColor('danger')
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->tooltip(fn (ScheduledGivingDonation $r) => $r->is_active ? 'Active' : 'Cancelled'),
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TextColumn::make('customer.name')
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->label('Donor')
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->description(fn (ScheduledGivingDonation $d) => $d->customer?->email)
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->sortable()
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->searchable(query: function (Builder $query, string $search) {
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$query->whereHas('customer', fn (Builder $q) => $q
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->where('first_name', 'like', "%{$search}%")
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->orWhere('last_name', 'like', "%{$search}%")
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->orWhere('email', 'like', "%{$search}%"));
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}),
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TextColumn::make('scheduledGivingCampaign.title')
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->label('Campaign')
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->badge()
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->color(fn ($state) => match ($state) {
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'30 Nights of Giving' => 'primary',
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'10 Days of Giving' => 'success',
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'Night of Power' => 'warning',
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default => 'gray',
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}),
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TextColumn::make('total_amount')
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->label('Per Night')
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->money('gbp', divideBy: 100)
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->sortable(),
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TextColumn::make('payments_count')
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->label('Progress')
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->counts('payments')
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->formatStateUsing(function ($state, ScheduledGivingDonation $record) {
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$total = (int) $state;
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if ($total === 0) return '—';
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$paid = (int) ($record->paid_payments_count ?? 0);
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$pct = round($paid / $total * 100);
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return "{$paid}/{$total} ({$pct}%)";
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})
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->color(function ($state, ScheduledGivingDonation $record) {
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$total = (int) $state;
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if ($total === 0) return 'gray';
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$paid = (int) ($record->paid_payments_count ?? 0);
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$pct = $paid / $total * 100;
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return $pct >= 80 ? 'success' : ($pct >= 40 ? 'warning' : 'danger');
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})
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->badge(),
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TextColumn::make('created_at')
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->label('Signed Up')
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->date('d M Y')
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->description(fn (ScheduledGivingDonation $d) => $d->created_at?->diffForHumans())
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->sortable(),
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TextColumn::make('reference_code')
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->label('Ref')
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->searchable()
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->fontFamily('mono')
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->copyable()
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->toggleable(isToggledHiddenByDefault: true),
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])
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->searchable()
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->bulkActions(static::getBulkActions())
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->actions(static::getTableRowActions())
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->defaultSort('created_at', 'desc')
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->filters([
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Filter::make('confirmed')
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->query(fn (Builder $query): Builder => $query->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))),
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SelectFilter::make('scheduled_giving_campaign_id')
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->options(ScheduledGivingCampaign::get()->pluck('title', 'id')),
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]);
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}
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public static function getRelations(): array
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{
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return [
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ScheduledGivingDonationPayments::class,
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InternalNotesRelationManager::class,
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];
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}
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public static function getPages(): array
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{
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return [
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'index' => ListScheduledGivingDonations::route('/'),
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'edit' => EditScheduledGivingDonation::route('/{record}/edit'),
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];
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}
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private static function getTableRowActions(): array
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{
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return [
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ViewAction::make(),
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ActionGroup::make([
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Action::make('view_customer')
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->label('View Customer')
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->icon('heroicon-s-eye')
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->visible(fn () => (Auth::user()?->hasPermissionTo('view-customer') || Auth::user()?->hasRole('Superadmin')) || Auth::user()?->hasRole('Superadmin')),
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]),
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];
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}
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private static function getBulkActions()
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{
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return BulkActionGroup::make([
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BulkAction::make('send_to_zapier')
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->label('Send to Zapier')
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->icon('heroicon-s-envelope')
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->visible(fn (ScheduledGivingDonation $donation) => (Auth::user()?->hasPermissionTo('view-donation') || Auth::user()?->hasRole('Superadmin')))
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->action(function ($records) {
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foreach ($records as $donation) {
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dispatch(new SendCustomer($donation->customer));
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Notification::make()
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->success()
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->title($donation->reference_code . ' pushed to Zapier.')
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->send();
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}
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}),
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]);
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}
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}
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