noogen / laravel-crm-filament

Creating CRM with Filament

Laravel CRM with filament project

Step by step

1. Install Laravel and Filament

   • Laravel Installation: create-project laravel/laravel laravel-crm-filament
   • Filament Installation

         composer require filament/filament
         php artisan filament:install --panels
         php artisan make:filament-user
     

   • Logging Into Filament

2. Creating Lead Sources Resource

   • Create lead_sources DB structure: Model/Migration and a belongsTo relationship with customers
   • Create Seeds with semi-real data without factories
   • Create a Filament Resource for Lead sources
   • Add a DeleteAction to the table with validation if that record is used
   • Add lead source information to the Customer Resource table/form
   • Divide the menu into two levels: introduce Settings parent menu item

3. Creating Customers Resource

   • Create DB structure for Customers: Model/Migration
   • Create Factories/Seeds for testing data
   • Generate Filament Resource directly from the DB structure
   • Hide the deleted_at column from the table
   • Merge first_name and last_name into one table column

4. Creating Tags for Customers

   • Create tags DB structure: Model/Migration and a belongsToMany relationship with customers
   • Create Seeds with semi-real data without factories
   • Create a Filament Resource for Tags
   • Add a ColorPicker field to the form and a ColorColumn column to the table
   • Add a DeleteAction to the table with validation if that record is used
   • Add tags to the Customer form with Select::make()->multiple()
   • Add tags to the Customer table in the same column of name using formatStateUsing() and rendering a separate Blade View

5. Pipeline Stages Resource: Reorderable

   • Create pipeline_stages DB structure: Model/Migration and a hasMany relationship to customers
   • Create Seeds with semi-real data without factories
   • Create a Filament Resource for Pipeline Stages
   • Auto-assign the new position to a new Pipeline Stage
   • Make the table reorderable with the position field
   • Add a Custom Action Set Default with confirmation
   • Add a DeleteAction to the table with validation if that record is used
   • Add pipeline stage information to the Customer Resource table/form

6. Moving Customers through Pipeline Stages

   • Create a CustomerPipelineStage Model to save the history of the Customer's Pipeline Stage changes and any comments added.
   • Add a custom Table Action to move customers to other pipeline stages.
   • Add creating and updating action Observers to our Customer Model to save the history.

7. Customers by Stage: Tabs with Numbers

   • Dynamically create tabs for each Pipeline Stage
   • Create a new tab called All to show all Customers
   • Add counters to each tab to show how many Customers are in each group

8. SoftDeletes: Archive and Restore Customers

   • Add the Archived tab to the Customers table
   • Add Delete button to the table
   • Add the Restore button to the Archived tab
   • Disable row click on the Archived tab

9. Customer View Page with Infolist

10. Customer Documents: Upload/Download

11. Custom Fields for Customers

12. Customers in a Draggable Kanban Board

    • Creating Custom Page - Our Customer Board php artisan make:filament-page ManageCustomerStages

13. Roles/Permissions: Manage Employees

    • Creating Roles Model and Database structure
    • Creating Users Resource
    • Adding Employees to Customers
    • Adding Employee Changes to Customer History
    • Limiting Employee Access

14. Employee User Invitations Process

    • Create Invitation Model and Database tables
    • Modify UserResource Create Button Action - to Invite the Employee
    • Creating Custom Registration Page
    • Creating and Sending the Email

15. Customer Tasks and Calendar View

    • Create Task Model and Database
    • Add Create Task button to the Customer list
    • Add Task List to the Customer Page
    • Add Task Resource with Tabs
    • Adding Tabs to the Task Resource
    • Add a Calendar Page for Tasks

16. Create Customer Quotes with Products

    • Creating the Product Model
    • Creating Product Resource
    • Creating the Quote Model
    • Creating Quote Resource
    • Create Quotes From Customer Table

17. Generate Quote PDF

    • Creating a Simple View Page for Quote
    • Installing PDF Package
    • Generating PDF
    • Displaying PDF in View Page