Omair Saleh
b771858280
## New: Community Leader role Who: Imam Yusuf, Sister Mariam, Uncle Tariq — the person who rallies their mosque, WhatsApp group, neighbourhood to pledge. Not an admin. Not a volunteer. A logged-in coordinator who needs more than a live feed but less than full admin access. /dashboard/community — their scoped dashboard: - 'How are WE doing?' — their stats vs the whole appeal (dark hero section) - Contribution percentage bar - Their links with full share buttons (Copy/WhatsApp/Email/QR) - Create new links (auto-tagged with their name) - Leaderboard: 'How communities compare' with 'You' badge - Read-only pledge list (no status changes, no bank details) Navigation changes for community_leader role: - Sees: My Community → Share Links → Reports (3 items) - Does NOT see: Home, Money, Settings, New Appeal button - Does NOT see: Bank details, WhatsApp config, reconciliation ## New: Team management API + UI GET/POST/PATCH/DELETE /api/team — CRUD for team members - Only org_admin/super_admin can invite - Temp password generated on invite (shown once) - Copy credentials or send via WhatsApp button - Role selector with descriptions (Admin, Community Leader, Staff, Volunteer) - Role change via dropdown, remove with trash icon - Can't change own role or remove self ## Settings page redesign Reordered by Aaisha's thinking: 1. WhatsApp (unchanged — most important) 2. Team (NEW — 'who has access? invite community leaders') 3. Bank account 4. Charity details 5. Direct Debit (collapsed in <details>) Team section shows: - All members with role icons (Crown/Users/Eye) - Inline role change dropdown - Remove button - Invite form with role cards and descriptions - Credentials shown once with copy + WhatsApp share buttons ## Admin page redesign Brand-consistent: no more shadcn Card/Badge/Table - Dark hero section with 7 platform stats - Pipeline status breakdown (gap-px grid) - Pill tab switcher (not shadcn Tabs) - Grid tables matching the rest of the dashboard - Role badges color-coded (blue super, green admin, amber leader) 6 files changed, 4 new routes/pages
494 lines
23 KiB
PHP
494 lines
23 KiB
PHP
<?php
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namespace App\Filament\Resources;
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use App\Definitions\DonationOccurrence;
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use App\Filament\Exports\DonationExporter;
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use App\Filament\Resources\DonationResource\Pages\EditDonation;
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use App\Filament\Resources\DonationResource\Pages\ListDonations;
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use App\Filament\Resources\DonationResource\RelationManagers\EventLogsRelationManager;
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use App\Filament\RelationManagers\InternalNotesRelationManager;
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use App\Helpers;
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use App\Jobs\N3O\Data\SendDonation;
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use App\Jobs\Zapier\Data\SendCustomer;
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use App\Mail\DonationConfirmed;
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use App\Models\Donation;
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use App\Models\DonationCountry;
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use App\Models\DonationType;
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use App\Models\EverGiveDonation;
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use Filament\Forms\Components\DatePicker;
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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\Section;
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use Filament\Forms\Components\Select;
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use Filament\Forms\Form;
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use Filament\GlobalSearch\Actions\Action as GlobalSearchAction;
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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\ExportAction;
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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\Enums\FiltersLayout;
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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\Filters\TernaryFilter;
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use Filament\Tables\Table;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Support\Facades\Auth;
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use Illuminate\Support\Facades\Log;
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use Illuminate\Support\Facades\Mail;
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use Illuminate\Support\HtmlString;
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use Throwable;
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class DonationResource extends Resource
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{
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protected static ?string $model = Donation::class;
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protected static ?string $navigationIcon = 'heroicon-o-banknotes';
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protected static ?string $navigationGroup = 'Donations';
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protected static ?string $navigationLabel = 'All Donations';
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protected static ?string $modelLabel = 'Donation';
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protected static ?string $pluralModelLabel = 'Donations';
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protected static ?int $navigationSort = 1;
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// ─── Global Search ────────────────────────────────────────────
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// Staff search by donor name, email, or payment reference.
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// "Someone called about payment ref pi_3xxx" → finds it instantly.
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public static function getGloballySearchableAttributes(): array
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{
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return ['reference_code', 'provider_reference'];
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}
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public static function getGlobalSearchResultTitle(Model $record): string|HtmlString
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{
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$status = $record->isConfirmed() ? '✓' : '✗';
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return $status . ' £' . number_format($record->amount / 100, 2) . ' — ' . ($record->customer?->name ?? 'Unknown donor');
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}
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public static function getGlobalSearchResultDetails(Model $record): array
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{
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return [
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'Cause' => $record->donationType?->display_name ?? '—',
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'Date' => $record->created_at?->format('d M Y H:i'),
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'Ref' => $record->reference_code ?? '—',
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'Status' => $record->isConfirmed() ? 'Confirmed' : 'Incomplete',
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];
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}
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public static function getGlobalSearchResultActions(Model $record): array
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{
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return [
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GlobalSearchAction::make('edit')
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->label('View Donation')
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->url(static::getUrl('edit', ['record' => $record])),
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];
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}
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public static function getGlobalSearchEloquentQuery(): Builder
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{
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return parent::getGlobalSearchEloquentQuery()
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->with(['customer', 'donationType', 'donationConfirmation'])
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->latest('created_at');
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}
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public static function getGlobalSearchResultsLimit(): int
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{
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return 8;
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}
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// ─── Form (Edit/View screen) ─────────────────────────────────
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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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->collapsible()
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->schema([
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Grid::make(5)->schema([
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Placeholder::make('Confirmed?')
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->content(fn (Donation $record) => new HtmlString(
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$record->isConfirmed()
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? '<span class="text-green-600 font-bold">✓ Confirmed</span>'
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: '<span class="text-red-600 font-bold">✗ Incomplete</span>'
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)),
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Placeholder::make('Amount')
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->content(fn (Donation $record) => new HtmlString('<b>' . Helpers::formatMoneyGlobal($record->donationTotal()) . '</b>')),
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Placeholder::make('Admin Contribution')
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->content(fn (Donation $record) => new HtmlString('<b>' . Helpers::formatMoneyGlobal($record->donationAdminAmount()) . '</b>')),
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Placeholder::make('Gift Aid?')
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->content(fn (Donation $record) => new HtmlString(
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$record->isGiftAid()
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? '<span class="text-green-600 font-bold">✓ Yes</span>'
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: '<span class="text-gray-400">No</span>'
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)),
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Placeholder::make('Zakat?')
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->content(fn (Donation $record) => new HtmlString(
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$record->isZakat()
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? '<span class="text-green-600 font-bold">✓ Yes</span>'
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: '<span class="text-gray-400">No</span>'
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)),
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]),
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Fieldset::make('Donor')
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->columns(3)
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->schema([
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Placeholder::make('name')
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->content(fn (Donation $donation) => $donation->customer?->name ?? '—'),
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Placeholder::make('email')
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->content(fn (Donation $donation) => $donation->customer?->email ?? '—'),
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Placeholder::make('phone')
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->content(fn (Donation $donation) => strlen(trim($phone = $donation->customer?->phone ?? '')) > 0 ? $phone : new HtmlString('<i class="text-gray-400">Not provided</i>')),
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])
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->visible(fn (Donation $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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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->house ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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Placeholder::make('street')
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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->street ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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Placeholder::make('town')
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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->town ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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Placeholder::make('state')
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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->state ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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Placeholder::make('postcode')
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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->postcode ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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Placeholder::make('country_code')
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->content(fn (Donation $donation) => strlen(trim($v = $donation->address?->country_code ?? '')) ? $v : new HtmlString('<i class="text-gray-400">—</i>')),
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])
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->visible(fn (Donation $donation) => (bool) $donation->address),
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Fieldset::make('Allocation')
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->schema([
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Select::make('donation_type_id')
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->label('Cause')
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->relationship('donationType', 'display_name')
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->required()
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->disabled(),
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Select::make('donation_country_id')
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->label('Country')
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->relationship('donationCountry', 'name')
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->required()
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->disabled(),
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Select::make('appeal_id')
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->label('Fundraiser')
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->relationship('appeal', 'name')
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->searchable()
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->live()
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->disabled()
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->visible(fn (Donation $donation) => $donation->appeal_id !== null),
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Placeholder::make('ever_give_donation')
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->content(fn (Donation $donation) =>
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'£' . number_format(
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EverGiveDonation::where('donation_id', $donation->id)->value('amount') ?? 0,
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2
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)
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)->visible(function (Donation $donation) {
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return EverGiveDonation::where('donation_id', $donation->id)->where('status', '!=', 'failed_to_send_to_ever_give_api')->first();
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}),
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]),
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]),
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]);
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}
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// ─── Table ────────────────────────────────────────────────────
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// Designed for two workflows:
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// 1. "Find a specific donation" (search by donor name/email/ref)
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// 2. "What happened today?" (default sort, quick status scan)
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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_confirmed')
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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 (Donation $d) => $d->isConfirmed() ? 'Payment confirmed' : 'Payment incomplete — may need follow-up'),
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TextColumn::make('created_at')
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->label('Date')
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->dateTime('d M Y H:i')
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->sortable()
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->description(fn (Donation $d) => $d->created_at?->diffForHumans()),
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TextColumn::make('customer.name')
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->label('Donor')
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->description(fn (Donation $d) => $d->customer?->email)
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->searchable(query: function (Builder $query, string $search) {
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$query->whereHas('customer', fn ($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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})
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->sortable(),
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TextColumn::make('amount')
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->label('Amount')
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->money('gbp', divideBy: 100)
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->sortable()
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->weight('bold'),
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TextColumn::make('donationType.display_name')
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->label('Cause')
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->badge()
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->color('info')
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->toggleable(),
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TextColumn::make('reoccurrence')
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->label('Type')
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->formatStateUsing(fn ($state) => match ((int) $state) {
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-1 => 'One-off',
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2 => 'Monthly',
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default => DonationOccurrence::translate($state),
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})
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->badge()
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->color(fn ($state) => match ((int) $state) {
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-1 => 'gray',
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2 => 'success',
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default => 'warning',
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}),
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TextColumn::make('appeal.name')
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->label('Fundraiser')
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->toggleable()
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->limit(25)
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->placeholder('Direct'),
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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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TextColumn::make('provider_reference')
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->label('Payment 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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->filters(static::getTableFilters(), layout: FiltersLayout::AboveContentCollapsible)
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->actions(static::getTableRowActions())
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->bulkActions(static::getBulkActions())
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->headerActions([
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ExportAction::make('donations')
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->visible(fn () => Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation'))
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->label('Export')
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->icon('heroicon-o-arrow-down-on-square')
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->exporter(DonationExporter::class),
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])
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->defaultSort('created_at', 'desc')
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->searchPlaceholder('Search by donor name, email, or reference...')
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->poll('30s');
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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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EventLogsRelationManager::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' => ListDonations::route('/'),
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'edit' => EditDonation::route('/{record}/edit'),
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];
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}
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// ─── Table Actions ───────────────────────────────────────────
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// Quick actions that solve problems without navigating away.
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// "See a failed donation? → Resend receipt. See unknown donor? → Open profile."
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private static function getTableRowActions(): array
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{
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return [
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Action::make('view_donor')
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->label('Donor')
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->icon('heroicon-o-user')
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->color('gray')
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->url(fn (Donation $d) => $d->customer_id
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? CustomerResource::getUrl('edit', ['record' => $d->customer_id])
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: null)
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->visible(fn (Donation $d) => (bool) $d->customer_id)
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->openUrlInNewTab(),
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ActionGroup::make([
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ViewAction::make(),
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Action::make('send_receipt')
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->label('Send Receipt')
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->icon('heroicon-o-envelope')
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->requiresConfirmation()
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->modalDescription(fn (Donation $d) => 'Send receipt to ' . ($d->customer?->email ?? '?'))
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->visible(fn (Donation $d) => $d->isConfirmed() && (Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation')))
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->action(function (Donation $donation) {
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try {
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Mail::to($donation->customer->email)->send(new DonationConfirmed($donation));
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Notification::make()->title('Receipt sent to ' . $donation->customer->email)->success()->send();
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} catch (Throwable $e) {
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Log::error($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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Action::make('view_in_stripe')
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->label('View in Stripe')
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->icon('heroicon-o-arrow-top-right-on-square')
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->visible(fn (Donation $d) => (bool) $d->provider_reference)
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->url(fn (Donation $d) => 'https://dashboard.stripe.com/search?query=' . urlencode($d->provider_reference))
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->openUrlInNewTab(),
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Action::make('send_to_engage')
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->label('Send to Engage')
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->icon('heroicon-o-arrow-up-on-square')
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->visible(fn (Donation $d) => $d->isConfirmed() && (Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation')))
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->action(function (Donation $donation) {
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dispatch(new SendDonation($donation));
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Notification::make()->title('Sent to Engage')->success()->send();
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}),
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Action::make('send_to_zapier')
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->label('Send to Zapier')
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->icon('heroicon-o-arrow-up-on-square')
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->visible(fn (Donation $d) => $d->isConfirmed() && (Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation')))
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->action(function (Donation $donation) {
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dispatch(new SendCustomer($donation->customer));
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Notification::make()->title('Sent to Zapier')->success()->send();
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}),
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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_receipt')
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->label('Send Receipts')
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->icon('heroicon-o-envelope')
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->requiresConfirmation()
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->visible(fn () => Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation'))
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->action(function ($records) {
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$sent = 0;
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foreach ($records as $donation) {
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try {
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Mail::to($donation->customer->email)->send(new DonationConfirmed($donation));
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$sent++;
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} catch (Throwable $e) {
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Log::error($e);
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}
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}
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Notification::make()->title($sent . ' receipts sent')->success()->send();
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}),
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BulkAction::make('send_to_engage')
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->label('Send to Engage')
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->icon('heroicon-o-arrow-up-on-square')
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->visible(fn () => Auth::user()?->hasRole('Superadmin') || Auth::user()?->hasPermissionTo('view-donation'))
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->action(function ($records) {
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foreach ($records as $donation) {
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dispatch(new SendDonation($donation));
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}
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Notification::make()->title(count($records) . ' sent to Engage')->success()->send();
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}),
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]);
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}
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// ─── Filters ─────────────────────────────────────────────────
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// Designed around real questions:
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// "Show me today's incomplete donations" (investigating failures)
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// "Show me Zakat donations this month" (reporting)
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// "Show me donations to a specific cause" (allocation check)
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private static function getTableFilters(): array
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{
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return [
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TernaryFilter::make('confirmed')
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->label('Payment Status')
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->placeholder('All')
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->trueLabel('Confirmed only')
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->falseLabel('Incomplete only')
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->queries(
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true: fn (Builder $q) => $q->whereHas('donationConfirmation', fn ($q2) => $q2->whereNotNull('confirmed_at')),
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false: fn (Builder $q) => $q->whereDoesntHave('donationConfirmation', fn ($q2) => $q2->whereNotNull('confirmed_at')),
|
|
blank: fn (Builder $q) => $q,
|
|
)
|
|
->default(true),
|
|
|
|
SelectFilter::make('donation_type_id')
|
|
->label('Cause')
|
|
->options(fn () => DonationType::orderBy('display_name')->pluck('display_name', 'id'))
|
|
->searchable(),
|
|
|
|
SelectFilter::make('donation_country_id')
|
|
->label('Country')
|
|
->options(fn () => DonationCountry::orderBy('name')->pluck('name', 'id'))
|
|
->searchable(),
|
|
|
|
Filter::make('date_range')
|
|
->form([
|
|
DatePicker::make('from')->label('From'),
|
|
DatePicker::make('to')->label('To'),
|
|
])
|
|
->query(function (Builder $query, array $data): Builder {
|
|
return $query
|
|
->when($data['from'], fn (Builder $q) => $q->whereDate('created_at', '>=', $data['from']))
|
|
->when($data['to'], fn (Builder $q) => $q->whereDate('created_at', '<=', $data['to']));
|
|
})
|
|
->columns(2),
|
|
|
|
Filter::make('is_zakat')
|
|
->label('Zakat')
|
|
->toggle()
|
|
->query(fn (Builder $q) => $q->whereHas('donationPreferences', fn ($q2) => $q2->where('is_zakat', true))),
|
|
|
|
Filter::make('is_gift_aid')
|
|
->label('Gift Aid')
|
|
->toggle()
|
|
->query(fn (Builder $q) => $q->whereHas('donationPreferences', fn ($q2) => $q2->where('is_gift_aid', true))),
|
|
|
|
Filter::make('has_fundraiser')
|
|
->label('Via Fundraiser')
|
|
->toggle()
|
|
->query(fn (Builder $q) => $q->whereNotNull('appeal_id')),
|
|
];
|
|
}
|
|
}
|