Omair Saleh
8366054bd7
Automations: - 2-column layout: WhatsApp phone LEFT, education RIGHT - Right column: 'How it works' (5 numbered steps), performance stats, timing controls, reply commands, tips - Hero spans full width with photo+dark panel - Improvement CTA is a prominent card, not floating text - No misalignment — phone fills left column naturally Collect: - Appeals shown as visible gap-px grid cards (not hidden dropdown) - Each card shows name, platform, amount raised, pledge count, collection rate - Active appeal has border-l-2 blue indicator - Platform integration clarity: shows 'Donors redirected to JustGiving' etc - Educational section: 'Where to share your link' + 'How payment works' - Explains bank transfer vs JustGiving vs card payment inline AI model: Stripped all model name comments from code (no user-facing references existed)
278 lines
13 KiB
PHP
278 lines
13 KiB
PHP
<?php
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namespace App\Filament\Resources\CustomerResource\Pages;
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use App\Definitions\PaymentProviders;
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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 App\Services\StripeRefundService;
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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 $resource = CustomerResource::class;
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// ─── Heading: Show who this person IS, not just a name ───────
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public function getHeading(): string|HtmlString
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{
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$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 / 100, 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">💙 ' . $amt . '/night</span>';
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}
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// Monthly donations (reoccurrence=2)
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$monthly = $customer->donations()
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->where('reoccurrence', 2)
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->first();
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if ($monthly) {
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$mAmt = '£' . number_format($monthly->amount / 100, 0);
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$badges .= ' <span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-indigo-100 text-indigo-800 ml-2">🔄 ' . $mAmt . '/month</span>';
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}
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// Recent incomplete donations
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$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">⚠ ' . $incompleteRecent . ' incomplete</span>';
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}
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return new HtmlString(e($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(' · ', $parts);
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}
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// ─── Header Actions ─────────────────────────────────────────
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protected function getHeaderActions(): array
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{
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$customer = $this->record;
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// Pre-compute recurring counts for visibility checks
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$activeScheduled = $customer->scheduledGivingDonations()
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->where('is_active', true)->count();
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$activeMonthly = $customer->donations()
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->where('reoccurrence', 2)
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->where('provider_type', PaymentProviders::STRIPE)
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->count();
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$hasRecurring = $activeScheduled > 0 || $activeMonthly > 0;
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return array_values(array_filter([
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// ── CANCEL ALL RECURRING ────────────────────────────
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$hasRecurring ? Action::make('cancel_all_recurring')
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->label('Cancel All Recurring')
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->icon('heroicon-o-x-circle')
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->color('danger')
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->requiresConfirmation()
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->modalIcon('heroicon-o-exclamation-triangle')
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->modalHeading('Cancel All Recurring Giving')
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->modalDescription(function () use ($customer, $activeScheduled, $activeMonthly) {
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$parts = [];
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if ($activeScheduled > 0) {
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$sgTotal = $customer->scheduledGivingDonations()
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->where('is_active', true)->sum('total_amount') / 100;
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$parts[] = $activeScheduled . ' regular giving '
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. ($activeScheduled === 1 ? 'subscription' : 'subscriptions')
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. ' (£' . number_format($sgTotal, 2) . ' total)';
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}
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if ($activeMonthly > 0) {
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$parts[] = $activeMonthly . ' monthly '
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. ($activeMonthly === 1 ? 'donation' : 'donations');
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}
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return "This will cancel:\n"
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. implode("\n", array_map(fn ($p) => "• {$p}", $parts))
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. "\n\nAll Stripe payment methods will be detached. "
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. "Previously collected payments will NOT be refunded.";
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})
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->modalSubmitActionLabel('Cancel All Recurring')
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->action(function () use ($customer) {
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$service = app(StripeRefundService::class);
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$cancelled = 0;
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// Cancel active scheduled giving
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$activeGiving = $customer->scheduledGivingDonations()
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->where('is_active', true)->get();
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foreach ($activeGiving as $sg) {
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$sg->update(['is_active' => false]);
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if ($sg->stripe_setup_intent_id) {
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$service->detachPaymentMethod($sg->stripe_setup_intent_id);
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}
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if (method_exists($sg, 'internalNotes')) {
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$sg->internalNotes()->create([
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'user_id' => auth()->id(),
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'body' => 'Cancelled via donor profile "Cancel All Recurring".',
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]);
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}
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$cancelled++;
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}
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// Cancel monthly Stripe donations
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$monthlyDonations = $customer->donations()
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->where('reoccurrence', 2)
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->where('provider_type', PaymentProviders::STRIPE)
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->get();
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foreach ($monthlyDonations as $d) {
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$ref = $d->provider_reference ?? '';
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if (str_starts_with($ref, 'seti_')) {
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$service->detachPaymentMethod($ref);
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}
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$d->donationConfirmation?->update(['confirmed_at' => null]);
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$d->internalNotes()->create([
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'user_id' => auth()->id(),
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'body' => 'Monthly giving cancelled via donor profile "Cancel All Recurring".',
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]);
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$cancelled++;
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}
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// Log on the customer too
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$customer->internalNotes()->create([
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'user_id' => auth()->id(),
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'body' => "All recurring giving cancelled ({$cancelled} items). Payment methods detached from Stripe.",
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]);
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Notification::make()
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->title("Cancelled {$cancelled} recurring " . ($cancelled === 1 ? 'item' : 'items'))
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->success()
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->send();
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}) : null,
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// ── ADD NOTE ────────────────────────────────────────
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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' => $data['body'],
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]);
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Notification::make()->title('Note added')->success()->send();
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}),
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// ── RESEND RECEIPT ──────────────────────────────────
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$customer->donations()
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->whereHas('donationConfirmation', fn ($q) => $q->whereNotNull('confirmed_at'))
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->exists()
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? Action::make('resend_receipt')
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->label('Resend Receipt')
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->icon('heroicon-o-envelope')
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->color('info')
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->form([
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Select::make('donation_id')
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->label('Which donation?')
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->options(function () use ($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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->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 ' . $customer->email)
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->body('For £' . number_format($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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}) : null,
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// ── VIEW IN STRIPE ──────────────────────────────────
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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($customer->email))
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->openUrlInNewTab(),
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// ── EMAIL ───────────────────────────────────────────
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$customer->email ? 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() : null,
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]));
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}
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}
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