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Added call later, option to limit auto mail so for a client person email you can limit which decision activity will be send to that specific email and moved SMS packages from admin panel to default app view

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This commit is contained in:
Simon Pocrnjič
2026-03-08 21:42:39 +01:00
parent c16dd51199
commit b0d2aa93ab
32 changed files with 1103 additions and 174 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/Http/Controllers/Admin/PackageController.php
+3 -4
View File
@@ -12,7 +12,6 @@
use App\Models\SmsTemplate;
use App\Services\Contact\PhoneSelector;
use App\Services\Sms\SmsService;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Http\RedirectResponse;
use Illuminate\Http\Request;
use Illuminate\Support\Facades\Bus;
@@ -30,7 +29,7 @@ public function index(Request $request): Response
->latest('id')
->paginate($perPage);
return Inertia::render('Admin/Packages/Index', [
return Inertia::render('Packages/Index', [
'packages' => $packages,
]);
}
@@ -70,7 +69,7 @@ public function create(Request $request): Response
})
->values();
return Inertia::render('Admin/Packages/Create', [
return Inertia::render('Packages/Create', [
'profiles' => $profiles,
'senders' => $senders,
'templates' => $templates,
@@ -213,7 +212,7 @@ public function show(Package $package, SmsService $sms): Response
}
}
return Inertia::render('Admin/Packages/Show', [
return Inertia::render('Packages/Show', [
'package' => $package,
'items' => $items,
'preview' => $preview,
app/Http/Controllers/CallLaterController.php
+53
View File
@@ -0,0 +1,53 @@
<?php
namespace App\Http\Controllers;
use App\Models\CallLater;
use Illuminate\Http\Request;
use Inertia\Inertia;
class CallLaterController extends Controller
{
public function index(Request $request): \Inertia\Response
{
$query = CallLater::query()
->with([
'clientCase.person',
'contract',
'user',
'activity',
])
->whereNull('completed_at')
->orderBy('call_back_at', 'asc');
if ($request->filled('date_from')) {
$query->whereDate('call_back_at', '>=', $request->date_from);
}
if ($request->filled('date_to')) {
$query->whereDate('call_back_at', '<=', $request->date_to);
}
if ($request->filled('search')) {
$term = '%'.$request->search.'%';
$query->whereHas('clientCase.person', function ($q) use ($term) {
$q->where('first_name', 'ilike', $term)
->orWhere('last_name', 'ilike', $term)
->orWhere('full_name', 'ilike', $term)
->orWhereRaw("CONCAT(first_name, ' ', last_name) ILIKE ?", [$term]);
});
}
$callLaters = $query->paginate(50)->withQueryString();
return Inertia::render('CallLaters/Index', [
'callLaters' => $callLaters,
'filters' => $request->only(['date_from', 'date_to', 'search']),
]);
}
public function complete(CallLater $callLater): \Illuminate\Http\RedirectResponse
{
$callLater->update(['completed_at' => now()]);
return back()->with('success', 'Klic označen kot opravljen.');
}
}
app/Http/Controllers/ClientCaseContoller.php
+37 -29
View File
@@ -306,6 +306,7 @@ public function storeActivity(ClientCase $clientCase, Request $request)
try {
$attributes = $request->validate([
'due_date' => 'nullable|date',
'call_back_at' => 'nullable|date_format:Y-m-d H:i:s|after_or_equal:now',
'amount' => 'nullable|decimal:0,4',
'note' => 'nullable|string',
'action_id' => 'exists:\App\Models\Action,id',
@@ -326,14 +327,14 @@ public function storeActivity(ClientCase $clientCase, Request $request)
// Determine which contracts to process
$contractIds = [];
if ($createForAll && !empty($contractUuids)) {
if ($createForAll && ! empty($contractUuids)) {
// Get all contract IDs from the provided UUIDs
$contracts = Contract::withTrashed()
->whereIn('uuid', $contractUuids)
->where('client_case_id', $clientCase->id)
->get();
$contractIds = $contracts->pluck('id')->toArray();
} elseif (!empty($contractUuids) && isset($contractUuids[0])) {
} elseif (! empty($contractUuids) && isset($contractUuids[0])) {
// Single contract mode
$contract = Contract::withTrashed()
->where('uuid', $contractUuids[0])
@@ -342,7 +343,7 @@ public function storeActivity(ClientCase $clientCase, Request $request)
if ($contract) {
$contractIds = [$contract->id];
}
} elseif (!empty($attributes['contract_uuid'])) {
} elseif (! empty($attributes['contract_uuid'])) {
// Legacy single contract_uuid support
$contract = Contract::withTrashed()
->where('uuid', $attributes['contract_uuid'])
@@ -360,7 +361,7 @@ public function storeActivity(ClientCase $clientCase, Request $request)
$createdActivities = [];
$sendFlag = (bool) ($attributes['send_auto_mail'] ?? true);
// Disable auto mail if creating activities for multiple contracts
if ($sendFlag && count($contractIds) > 1) {
$sendFlag = false;
@@ -371,6 +372,7 @@ public function storeActivity(ClientCase $clientCase, Request $request)
// Create activity
$row = $clientCase->activities()->create([
'due_date' => $attributes['due_date'] ?? null,
'call_back_at' => $attributes['call_back_at'] ?? null,
'amount' => $attributes['amount'] ?? null,
'note' => $attributes['note'] ?? null,
'action_id' => $attributes['action_id'],
@@ -417,29 +419,29 @@ public function storeActivity(ClientCase $clientCase, Request $request)
->whereIn('id', $attachmentIds)
->pluck('id');
$validAttachmentIds = Document::query()
->where('documentable_type', Contract::class)
->where('documentable_id', $contractId)
->whereIn('id', $attachmentIds)
->pluck('id');
->where('documentable_type', Contract::class)
->where('documentable_id', $contractId)
->whereIn('id', $attachmentIds)
->pluck('id');
}
$result = app(\App\Services\AutoMailDispatcher::class)->maybeQueue($row, $sendFlag, [
'attachment_ids' => $validAttachmentIds->all(),
]);
if (($result['skipped'] ?? null) === 'missing-contract' && $sendFlag) {
// If template requires contract and user attempted to send, surface a validation message
logger()->warning('Email not queued: required contract is missing for the selected template.');
}
if (($result['skipped'] ?? null) === 'no-recipients' && $sendFlag) {
logger()->warning('Email not queued: no eligible client emails to receive auto mails.');
}
} catch (\Throwable $e) {
// Do not fail activity creation due to mailing issues
logger()->warning('Auto mail dispatch failed: '.$e->getMessage());
}
$result = app(\App\Services\AutoMailDispatcher::class)->maybeQueue($row, $sendFlag, [
'attachment_ids' => $validAttachmentIds->all(),
]);
if (($result['skipped'] ?? null) === 'missing-contract' && $sendFlag) {
// If template requires contract and user attempted to send, surface a validation message
logger()->warning('Email not queued: required contract is missing for the selected template.');
}
if (($result['skipped'] ?? null) === 'no-recipients' && $sendFlag) {
logger()->warning('Email not queued: no eligible client emails to receive auto mails.');
}
} catch (\Throwable $e) {
// Do not fail activity creation due to mailing issues
logger()->warning('Auto mail dispatch failed: '.$e->getMessage());
}
}
$activityCount = count($createdActivities);
$successMessage = $activityCount > 1
$successMessage = $activityCount > 1
? "Successfully created {$activityCount} activities!"
: 'Successfully created activity!';
@@ -867,6 +869,9 @@ public function show(ClientCase $clientCase)
'decisions.emailTemplate' => function ($q) {
$q->select('id', 'name', 'entity_types', 'allow_attachments');
},
'decisions.events' => function ($q) {
$q->select('events.id', 'events.key', 'events.name');
},
])
->get(['id', 'name', 'color_tag', 'segment_id']),
'types' => $types,
@@ -888,6 +893,7 @@ public function show(ClientCase $clientCase)
->select(['id', 'name', 'content', 'allow_custom_body'])
->orderBy('name')
->get(),
'auto_mail_decisions' => \App\Models\Decision::query()->where('auto_mail', true)->orderBy('name')->get(['id', 'name']),
]);
}
@@ -1101,6 +1107,7 @@ public function archiveBatch(Request $request)
if (! $setting) {
\Log::warning('No archive settings found for batch archive');
return back()->with('flash', [
'error' => 'No archive settings found',
]);
@@ -1114,13 +1121,14 @@ public function archiveBatch(Request $request)
foreach ($validated['contracts'] as $contractUuid) {
try {
$contract = Contract::where('uuid', $contractUuid)->firstOrFail();
// Skip if contract is already archived (active = 0)
if (!$contract->active) {
if (! $contract->active) {
$skippedCount++;
continue;
}
$clientCase = $contract->clientCase;
$context = [
@@ -1207,8 +1215,8 @@ public function archiveBatch(Request $request)
if ($skippedCount > 0) {
$message .= ", skipped $skippedCount already archived";
}
$message .= ", " . count($errors) . " failed";
$message .= ', '.count($errors).' failed';
return back()->with('flash', [
'error' => $message,
'details' => $errors,
@@ -1218,7 +1226,7 @@ public function archiveBatch(Request $request)
$message = $reactivate
? "Successfully reactivated $successCount contracts"
: "Successfully archived $successCount contracts";
if ($skippedCount > 0) {
$message .= " ($skippedCount already archived)";
}
app/Http/Controllers/ClientController.php
+5 -3
View File
@@ -27,7 +27,7 @@ public function index(Client $client, Request $request)
->where('person.full_name', 'ilike', '%'.$search.'%')
->groupBy('clients.id');
})
//->where('clients.active', 1)
// ->where('clients.active', 1)
// Use LEFT JOINs for aggregated data to avoid subqueries
->leftJoin('client_cases', 'client_cases.client_id', '=', 'clients.id')
->leftJoin('contracts', function ($join) {
@@ -71,6 +71,7 @@ public function show(Client $client, Request $request)
return Inertia::render('Client/Show', [
'client' => $data,
'auto_mail_decisions' => \App\Models\Decision::query()->where('auto_mail', true)->orderBy('name')->get(['id', 'name']),
'client_cases' => $data->clientCases()
->select('client_cases.*')
->when($request->input('search'), function ($que, $search) {
@@ -162,6 +163,7 @@ public function contracts(Client $client, Request $request)
return Inertia::render('Client/Contracts', [
'client' => $data,
'auto_mail_decisions' => \App\Models\Decision::query()->where('auto_mail', true)->orderBy('name')->get(['id', 'name']),
'contracts' => $contractsQuery
->paginate($perPage, ['*'], 'contracts_page', $pageNumber)
->withQueryString(),
@@ -175,7 +177,7 @@ public function exportContracts(ExportClientContractsRequest $request, Client $c
{
$data = $request->validated();
$columns = array_values(array_unique($data['columns']));
$from = $data['from'] ?? null;
$to = $data['to'] ?? null;
$search = $data['search'] ?? null;
@@ -236,7 +238,7 @@ private function buildExportFilename(Client $client): string
{
$datePrefix = now()->format('dmy');
$clientName = $this->slugify($client->person?->full_name ?? 'stranka');
return sprintf('%s_%s-Pogodbe.xlsx', $datePrefix, $clientName);
}
app/Http/Controllers/PersonController.php
+14 -9
View File
@@ -2,7 +2,6 @@
namespace App\Http\Controllers;
use App\Models\BankAccount;
use App\Models\Person\Person;
use Illuminate\Http\Request;
@@ -27,9 +26,7 @@ public function update(Person $person, Request $request)
$person->update($attributes);
return back()->with('success', 'Person updated')->with('flash_method', 'PUT');
}
public function createAddress(Person $person, Request $request)
@@ -72,7 +69,7 @@ public function updateAddress(Person $person, int $address_id, Request $request)
$address->update($attributes);
return back()->with('success', 'Address updated')->with('flash_method', 'PUT');
}
public function deleteAddress(Person $person, int $address_id, Request $request)
@@ -80,7 +77,6 @@ public function deleteAddress(Person $person, int $address_id, Request $request)
$address = $person->addresses()->findOrFail($address_id);
$address->delete(); // soft delete
return back()->with('success', 'Address deleted')->with('flash_method', 'DELETE');
}
@@ -142,8 +138,14 @@ public function createEmail(Person $person, Request $request)
'verified_at' => 'nullable|date',
'preferences' => 'nullable|array',
'meta' => 'nullable|array',
'decision_ids' => 'nullable|array',
'decision_ids.*' => 'integer|exists:decisions,id',
]);
$decisionIds = array_map('intval', $attributes['decision_ids'] ?? []);
unset($attributes['decision_ids']);
$attributes['preferences'] = array_merge($attributes['preferences'] ?? [], ['decision_ids' => $decisionIds]);
// Dedup: avoid duplicate email per person by value
$email = $person->emails()->firstOrCreate([
'value' => $attributes['value'],
@@ -164,10 +166,16 @@ public function updateEmail(Person $person, int $email_id, Request $request)
'verified_at' => 'nullable|date',
'preferences' => 'nullable|array',
'meta' => 'nullable|array',
'decision_ids' => 'nullable|array',
'decision_ids.*' => 'integer|exists:decisions,id',
]);
$email = $person->emails()->findOrFail($email_id);
$decisionIds = array_map('intval', $attributes['decision_ids'] ?? []);
unset($attributes['decision_ids']);
$attributes['preferences'] = array_merge($email->preferences ?? [], $attributes['preferences'] ?? [], ['decision_ids' => $decisionIds]);
$email->update($attributes);
return back()->with('success', 'Email updated successfully')->with('flash_method', 'PUT');
@@ -204,10 +212,8 @@ public function createTrr(Person $person, Request $request)
// Create without dedup (IBAN may be null or vary); could dedup by IBAN if provided
$trr = $person->bankAccounts()->create($attributes);
return back()->with('success', 'TRR added successfully')->with('flash_method', 'POST');
}
public function updateTrr(Person $person, int $trr_id, Request $request)
@@ -238,8 +244,7 @@ public function deleteTrr(Person $person, int $trr_id, Request $request)
$trr = $person->bankAccounts()->findOrFail($trr_id);
$trr->delete();
return back()->with('success', 'TRR deleted')->with('flash_method', 'DELETE');
}
}
app/Models/Activity.php
+13
View File
@@ -18,6 +18,7 @@ class Activity extends Model
protected $fillable = [
'due_date',
'call_back_at',
'amount',
'note',
'action_id',
@@ -27,6 +28,13 @@ class Activity extends Model
'client_case_id',
];
protected function casts(): array
{
return [
'call_back_at' => 'datetime',
];
}
protected $hidden = [
'action_id',
'decision_id',
@@ -146,4 +154,9 @@ public function user(): BelongsTo
{
return $this->belongsTo(\App\Models\User::class);
}
public function callLaters(): \Illuminate\Database\Eloquent\Relations\HasMany
{
return $this->hasMany(\App\Models\CallLater::class);
}
}
app/Models/CallLater.php
+46
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@@ -0,0 +1,46 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\BelongsTo;
class CallLater extends Model
{
protected $fillable = [
'activity_id',
'client_case_id',
'contract_id',
'user_id',
'call_back_at',
'completed_at',
];
protected function casts(): array
{
return [
'call_back_at' => 'datetime',
'completed_at' => 'datetime',
];
}
public function activity(): BelongsTo
{
return $this->belongsTo(Activity::class);
}
public function clientCase(): BelongsTo
{
return $this->belongsTo(ClientCase::class);
}
public function contract(): BelongsTo
{
return $this->belongsTo(Contract::class);
}
public function user(): BelongsTo
{
return $this->belongsTo(User::class);
}
}
app/Services/AutoMailDispatcher.php
+14 -1
View File
@@ -59,10 +59,23 @@ public function maybeQueue(Activity $activity, bool $sendFlag = true, array $opt
// Resolve eligible recipients: client's person emails with receive_auto_mails = true
$recipients = [];
if ($client && $client->person) {
$recipients = Email::query()
$emails = Email::query()
->where('person_id', $client->person->id)
->where('is_active', true)
->where('receive_auto_mails', true)
->get(['value', 'preferences']);
$recipients = $emails
->filter(function (Email $email) use ($decision): bool {
$decisionIds = $email->preferences['decision_ids'] ?? [];
// Empty list means "all decisions" — always receive
if (empty($decisionIds)) {
return true;
}
return in_array((int) $decision->id, array_map('intval', $decisionIds), true);
})
->pluck('value')
->map(fn ($v) => strtolower(trim((string) $v)))
->filter(fn ($v) => filter_var($v, FILTER_VALIDATE_EMAIL))
app/Services/DecisionEvents/Handlers/CallLaterHandler.php
+27
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@@ -0,0 +1,27 @@
<?php
namespace App\Services\DecisionEvents\Handlers;
use App\Models\CallLater;
use App\Services\DecisionEvents\Contracts\DecisionEventHandler;
use App\Services\DecisionEvents\DecisionEventContext;
class CallLaterHandler implements DecisionEventHandler
{
public function handle(DecisionEventContext $context, array $config = []): void
{
$activity = $context->activity;
if (empty($activity->call_back_at)) {
return;
}
CallLater::create([
'activity_id' => $activity->id,
'client_case_id' => $activity->client_case_id,
'contract_id' => $activity->contract_id,
'user_id' => $activity->user_id,
'call_back_at' => $activity->call_back_at,
]);
}
}
app/Services/DecisionEvents/Registry.php
+1
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@@ -17,6 +17,7 @@ class Registry
'add_segment' => AddSegmentHandler::class,
'archive_contract' => \App\Services\DecisionEvents\Handlers\ArchiveContractHandler::class,
'end_field_job' => \App\Services\DecisionEvents\Handlers\EndFieldJobHandler::class,
'add_call_later' => \App\Services\DecisionEvents\Handlers\CallLaterHandler::class,
];
public static function resolve(string $key): DecisionEventHandler