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Phases 166-170 (partial): CRM Module — backend complete
Migrations, models (CrmStage/CrmLead/CrmActivity), controllers (Dashboard/Stage/Lead/Activity/Report), routes, CRMServiceProvider, and CoreServiceProvider registration. React pages pending. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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15 files changed

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‎erp/app/Modules/CRM/Http/Controllers/CrmActivityController.php‎

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<?php
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namespace App\Modules\CRM\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\CRM\Models\CrmActivity;
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use App\Modules\CRM\Models\CrmLead;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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class CrmActivityController extends Controller
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{
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public function store(Request $request, CrmLead $lead): RedirectResponse
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{
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$validated = $request->validate([
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'type' => 'required|in:call,meeting,email,task,note',
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'subject' => 'required|string|max:255',
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'description' => 'nullable|string',
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'scheduled_at' => 'nullable|date',
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'assigned_to' => 'nullable|exists:users,id',
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]);
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$lead->activities()->create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'created_by' => auth()->id(),
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]);
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return back()->with('success', 'Activity added.');
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}
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public function markDone(CrmActivity $activity): RedirectResponse
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{
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$activity->markDone();
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return back()->with('success', 'Activity marked as done.');
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}
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public function destroy(CrmActivity $activity): RedirectResponse
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{
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$activity->delete();
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return back()->with('success', 'Activity deleted.');
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}
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}

‎erp/app/Modules/CRM/Http/Controllers/CrmDashboardController.php‎

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<?php
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namespace App\Modules\CRM\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\CRM\Models\CrmLead;
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use App\Modules\CRM\Models\CrmStage;
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use Illuminate\Support\Carbon;
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use Inertia\Inertia;
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use Inertia\Response;
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class CrmDashboardController extends Controller
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{
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public function index(): Response
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{
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$now = Carbon::now();
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$startOfMonth = $now->copy()->startOfMonth();
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$thirtyDaysAgo = $now->copy()->subDays(30);
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$totalLeads = CrmLead::where('type', 'lead')
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->where('status', 'open')
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->count();
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$totalOpportunities = CrmLead::where('type', 'opportunity')
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->where('status', 'open')
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->count();
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$totalExpectedRevenue = CrmLead::where('status', 'open')
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->sum('expected_revenue');
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$wonThisMonth = CrmLead::where('status', 'won')
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->where('won_at', '>=', $startOfMonth)
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->count();
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$wonRevenueThisMonth = CrmLead::where('status', 'won')
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->where('won_at', '>=', $startOfMonth)
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->sum('expected_revenue');
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$wonLast30 = CrmLead::where('status', 'won')
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->where('won_at', '>=', $thirtyDaysAgo)
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->count();
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$lostLast30 = CrmLead::where('status', 'lost')
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->where('lost_at', '>=', $thirtyDaysAgo)
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->count();
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$total30 = $wonLast30 + $lostLast30;
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$conversionRate = $total30 > 0
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? round(($wonLast30 / $total30) * 100, 1)
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: 0;
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$pipelineByStage = CrmStage::withCount([
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'leads as lead_count' => fn ($q) => $q->where('status', 'open'),
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])->withSum(
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['leads as expected_revenue_sum' => fn ($q) => $q->where('status', 'open')],
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'expected_revenue'
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)->orderBy('sequence')->get(['id', 'name', 'color', 'sequence']);
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$recentLeads = CrmLead::with(['stage', 'assignee'])
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->orderByDesc('created_at')
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->limit(5)
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->get(['id', 'reference', 'title', 'stage_id', 'assigned_to', 'priority', 'expected_close_date', 'status']);
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return Inertia::render('CRM/Dashboard', [
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'stats' => [
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'totalLeads' => $totalLeads,
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'totalOpportunities' => $totalOpportunities,
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'totalExpectedRevenue' => (float) $totalExpectedRevenue,
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'wonThisMonth' => $wonThisMonth,
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'wonRevenueThisMonth' => (float) $wonRevenueThisMonth,
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'conversionRate' => $conversionRate,
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],
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'pipelineByStage' => $pipelineByStage,
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'recentLeads' => $recentLeads,
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]);
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}
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}

‎erp/app/Modules/CRM/Http/Controllers/CrmLeadController.php‎

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<?php
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namespace App\Modules\CRM\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Models\User;
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use App\Modules\CRM\Models\CrmLead;
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use App\Modules\CRM\Models\CrmStage;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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use Inertia\Response;
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class CrmLeadController extends Controller
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{
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public function index(Request $request): Response
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{
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$leads = CrmLead::with(['stage', 'assignee'])
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->when($request->type, fn ($q) => $q->where('type', $request->type))
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->when($request->stage_id, fn ($q) => $q->where('stage_id', $request->stage_id))
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->when($request->assigned_to, fn ($q) => $q->where('assigned_to', $request->assigned_to))
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->when($request->search, fn ($q) => $q->where(function ($q2) use ($request) {
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$q2->where('title', 'like', "%{$request->search}%")
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->orWhere('contact_name', 'like', "%{$request->search}%");
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}))
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->orderByDesc('created_at')
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->paginate(25)
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->withQueryString();
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return Inertia::render('CRM/Leads/Index', [
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'leads' => $leads,
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'filters' => $request->only(['type', 'status', 'stage_id', 'assigned_to', 'search']),
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]);
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}
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public function create(): Response
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{
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return Inertia::render('CRM/Leads/Create', [
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'stages' => CrmStage::where('is_active', true)->orderBy('sequence')->get(['id', 'name', 'type']),
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'users' => User::orderBy('name')->get(['id', 'name']),
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]);
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}
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public function store(Request $request): RedirectResponse
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{
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$validated = $request->validate([
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'title' => 'required|string|max:255',
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'type' => 'required|in:lead,opportunity',
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'stage_id' => 'nullable|exists:crm_stages,id',
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'contact_name' => 'nullable|string|max:255',
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'company_name' => 'nullable|string|max:255',
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'email' => 'nullable|email|max:255',
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'phone' => 'nullable|string|max:50',
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'website' => 'nullable|string|max:255',
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'source' => 'nullable|string|max:50',
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'expected_revenue' => 'nullable|numeric|min:0',
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'probability' => 'nullable|numeric|min:0|max:100',
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'expected_close_date' => 'nullable|date',
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'priority' => 'required|in:low,normal,high,urgent',
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'description' => 'nullable|string',
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'assigned_to' => 'nullable|exists:users,id',
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]);
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$lead = CrmLead::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'created_by' => auth()->id(),
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]);
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if (! $lead->reference) {
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$lead->reference = $lead->generateReference();
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$lead->saveQuietly();
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}
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return redirect()->route('crm.leads.show', $lead)->with('success', 'Lead created.');
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}
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public function show(CrmLead $lead): Response
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{
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$lead->load(['stage', 'assignee', 'activities.assignee']);
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return Inertia::render('CRM/Leads/Show', [
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'lead' => $lead,
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'stages' => CrmStage::where('is_active', true)->orderBy('sequence')->get(['id', 'name']),
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'users' => User::orderBy('name')->get(['id', 'name']),
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]);
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}
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public function edit(CrmLead $lead): Response
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{
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return Inertia::render('CRM/Leads/Edit', [
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'lead' => $lead,
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'stages' => CrmStage::where('is_active', true)->orderBy('sequence')->get(['id', 'name', 'type']),
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'users' => User::orderBy('name')->get(['id', 'name']),
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]);
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}
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public function update(Request $request, CrmLead $lead): RedirectResponse
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{
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$validated = $request->validate([
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'title' => 'required|string|max:255',
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'type' => 'required|in:lead,opportunity',
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'stage_id' => 'nullable|exists:crm_stages,id',
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'contact_name' => 'nullable|string|max:255',
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'company_name' => 'nullable|string|max:255',
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'email' => 'nullable|email|max:255',
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'phone' => 'nullable|string|max:50',
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'website' => 'nullable|string|max:255',
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'source' => 'nullable|string|max:50',
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'expected_revenue' => 'nullable|numeric|min:0',
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'probability' => 'nullable|numeric|min:0|max:100',
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'expected_close_date' => 'nullable|date',
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'priority' => 'required|in:low,normal,high,urgent',
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'description' => 'nullable|string',
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'assigned_to' => 'nullable|exists:users,id',
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]);
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$lead->update($validated);
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return redirect()->route('crm.leads.show', $lead)->with('success', 'Lead updated.');
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}
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public function destroy(CrmLead $lead): RedirectResponse
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{
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$lead->delete();
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return redirect()->route('crm.leads.index')->with('success', 'Lead deleted.');
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}
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public function markWon(CrmLead $lead): RedirectResponse
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{
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$lead->markWon();
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return redirect()->route('crm.leads.show', $lead)->with('success', 'Lead marked as won.');
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}
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public function markLost(Request $request, CrmLead $lead): RedirectResponse
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{
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$request->validate([
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'lost_reason' => 'nullable|string|max:1000',
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]);
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$lead->markLost($request->lost_reason ?? '');
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return redirect()->route('crm.leads.show', $lead)->with('success', 'Lead marked as lost.');
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}
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public function convert(CrmLead $lead): RedirectResponse
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{
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$lead->convertToOpportunity();
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return redirect()->route('crm.leads.show', $lead)->with('success', 'Converted to opportunity.');
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}
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}

‎erp/app/Modules/CRM/Http/Controllers/CrmReportController.php‎

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<?php
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namespace App\Modules\CRM\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\CRM\Models\CrmLead;
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use App\Modules\CRM\Models\CrmStage;
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use Illuminate\Support\Carbon;
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use Inertia\Inertia;
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use Inertia\Response;
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class CrmReportController extends Controller
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{
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public function pipeline(): Response
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{
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$stages = CrmStage::withCount([
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'leads as lead_count' => fn ($q) => $q->where('type', 'lead'),
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'leads as opportunity_count' => fn ($q) => $q->where('type', 'opportunity'),
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])->withSum(
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['leads as expected_revenue_sum' => fn ($q) => $q->whereIn('status', ['open', 'won'])],
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'expected_revenue'
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)->withAvg(
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['leads as avg_probability' => fn ($q) => $q->where('status', 'open')],
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'probability'
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)->orderBy('sequence')->get();
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return Inertia::render('CRM/Reports/Pipeline', [
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'stages' => $stages,
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]);
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}
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public function winLoss(): Response
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{
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$months = collect(range(5, 0))->map(function ($i) {
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$month = Carbon::now()->subMonths($i);
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$won = CrmLead::where('status', 'won')
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->whereYear('won_at', $month->year)
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->whereMonth('won_at', $month->month)
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->count();
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$wonRevenue = CrmLead::where('status', 'won')
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->whereYear('won_at', $month->year)
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->whereMonth('won_at', $month->month)
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->sum('expected_revenue');
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$lost = CrmLead::where('status', 'lost')
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->whereYear('lost_at', $month->year)
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->whereMonth('lost_at', $month->month)
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->count();
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$total = $won + $lost;
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return [
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'month' => $month->format('M Y'),
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'won' => $won,
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'won_revenue' => (float) $wonRevenue,
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'lost' => $lost,
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'conversion_rate'=> $total > 0 ? round(($won / $total) * 100, 1) : 0,
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];
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});
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return Inertia::render('CRM/Reports/WinLoss', [
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'months' => $months,
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'totals' => [
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'won' => $months->sum('won'),
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'lost' => $months->sum('lost'),
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'won_revenue' => $months->sum('won_revenue'),
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],
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]);
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}
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public function source(): Response
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{
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$sources = CrmLead::selectRaw(
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"COALESCE(source, 'Unknown') as source_name,
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COUNT(*) as total_count,
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SUM(CASE WHEN type = 'lead' THEN 1 ELSE 0 END) as lead_count,
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SUM(CASE WHEN type = 'opportunity' THEN 1 ELSE 0 END) as opportunity_count,
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SUM(CASE WHEN status = 'won' THEN 1 ELSE 0 END) as won_count,
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SUM(CASE WHEN status = 'won' THEN expected_revenue ELSE 0 END) as total_revenue"
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)
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->groupBy('source_name')
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->orderByDesc('total_count')
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->get()
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->map(function ($row) {
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$row->win_rate = $row->total_count > 0
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? round(($row->won_count / $row->total_count) * 100, 1)
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: 0;
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return $row;
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});
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return Inertia::render('CRM/Reports/Source', [
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'sources' => $sources,
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]);
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}
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}

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