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DealsDataTable.php
<?php namespace App\DataTables; use Carbon\Carbon; use App\Models\Deal; use App\Enums\Salutation; use App\Models\LeadAgent; use App\Models\CustomField; use App\Models\PipelineStage; use App\Models\CustomFieldGroup; use Yajra\DataTables\Html\Button; use Yajra\DataTables\Html\Column; use Illuminate\Support\Facades\DB; use App\Scopes\ActiveScope; class DealsDataTable extends BaseDataTable { private $editLeadPermission; private $viewLeadFollowUpPermission; private $deleteLeadPermission; private $addFollowUpPermission; private $changeLeadStatusPermission; private $viewLeadPermission; private $myAgentId; /** * @var \App\Models\LeadStatus[]|\Illuminate\Database\Eloquent\Collection */ private $status; public function __construct() { parent::__construct(); $this->editLeadPermission = user()->permission('edit_deals'); $this->deleteLeadPermission = user()->permission('delete_deals'); $this->viewLeadPermission = user()->permission('view_deals'); $this->addFollowUpPermission = user()->permission('add_lead_follow_up'); $this->changeLeadStatusPermission = user()->permission('change_deal_stages'); $this->viewLeadFollowUpPermission = user()->permission('view_lead_follow_up'); $this->myAgentId = LeadAgent::where('user_id', user()->id)->pluck('id')->toArray(); } /** * Build DataTable class. * * @param mixed $query Results from query() method. * @return \Yajra\DataTables\DataTableAbstract */ public function dataTable($query) { $currentDate = now(company()->timezone)->translatedFormat('Y-m-d'); $stagesData = PipelineStage::all(); $stages = $stagesData->filter(function ($value, $key) { return $value->lead_pipeline_id == $this->request()->pipeline; }); $datatables = datatables()->eloquent($query); $datatables->addIndexColumn(); $datatables->addColumn('check', fn($row) => $this->checkBox($row)); $datatables->addColumn('export_deal_watcher', fn($row) => $row->dealWatcher->name ?? '--'); $datatables->addColumn('action', function ($row) { $action = '<div class="task_view"> <div class="dropdown"> <a class="task_view_more d-flex align-items-center justify-content-center dropdown-toggle" type="link" id="dropdownMenuLink-' . $row->id . '" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false"> <i class="icon-options-vertical icons"></i> </a> <div class="dropdown-menu dropdown-menu-right" aria-labelledby="dropdownMenuLink-' . $row->id . '" tabindex="0">'; $action .= '<a href="' . route('deals.show', [$row->id]) . '" class="dropdown-item"><i class="fa fa-eye mr-2"></i>' . __('app.view') . '</a>'; if ( $this->editLeadPermission == 'all' || ($this->editLeadPermission == 'added' && user()->id == $row->added_by) || ($this->editLeadPermission == 'owned' && ((!is_null($row->agent_id) && !is_null($row->leadAgent) && user()->id == $row->leadAgent->user->id) || (!is_null($row->deal_watcher) && user()->id == $row->deal_watcher))) || ($this->editLeadPermission == 'both' && (((!is_null($row->agent_id) && !is_null($row->leadAgent) && user()->id == $row->leadAgent->user->id) || (!is_null($row->deal_watcher) && user()->id == $row->deal_watcher)) || user()->id == $row->added_by)) ) { $action .= '<a class="dropdown-item openRightModal" href="' . route('deals.edit', [$row->id]) . '"> <i class="fa fa-edit mr-2"></i> ' . trans('app.edit') . ' </a>'; } if ( $this->deleteLeadPermission == 'all' || ($this->deleteLeadPermission == 'added' && user()->id == $row->added_by) || ($this->deleteLeadPermission == 'owned' && ((!is_null($row->agent_id) && !is_null($row->leadAgent) && user()->id == $row->leadAgent->user->id) || (!is_null($row->deal_watcher) && user()->id == $row->deal_watcher))) || ($this->deleteLeadPermission == 'both' && (((!is_null($row->agent_id) && !is_null($row->leadAgent) && user()->id == $row->leadAgent->user->id) || (!is_null($row->deal_watcher) && user()->id == $row->deal_watcher)) || user()->id == $row->added_by)) ) { $action .= '<a class="dropdown-item delete-table-row" href="javascript:;" data-id="' . $row->id . '"> <i class="fa fa-trash mr-2"></i> ' . trans('app.delete') . ' </a>'; } if (($this->addFollowUpPermission == 'all' || ($this->addFollowUpPermission == 'added' && user()->id == $row->added_by)) && $row->next_follow_up == 'yes' && !in_array($row->leadStage?->slug, ['win', 'lost'])) { $action .= '<a onclick="followUp(' . $row->id . ')" class="dropdown-item" href="javascript:;"> <i class="fa fa-thumbs-up mr-2"></i> ' . trans('modules.lead.addFollowUp') . ' </a>'; } $action .= '</div> </div> </div>'; return $action; }); $datatables->addColumn('employee_name', fn($row) => $row->leadAgent->user->name ?? '--'); $datatables->addColumn('mobile', fn($row) => !empty($row->mobile) ? '<a href="tel:' . $row->mobile . '" class="text-darkest-grey"><u>' . $row->mobile . '</u></a>' : '--'); $datatables->addColumn('lead_email', fn($row) => !empty($row->client_email) ? '<a href="mailto:' . $row->client_email . '" class="text-darkest-grey"><u>' . str($row->client_email)->limit(25) . '</u></a>' .'<p>'.$row->mobile.'</p>' : '--'); $datatables->addColumn('export_mobile', fn($row) => $row->contact->mobile ?? '--'); $datatables->addColumn('export_email', fn($row) => $row->client_email); $datatables->addColumn('lead_value', fn($row) => currency_format($row->value, $row->currency_id)); $datatables->addColumn('lead', 'client_name'); $datatables->addColumn('category_name', fn($row) => $row->contact->category->category_name ?? null); $datatables->addColumn('leadStage', fn($row) => $row->leadStage->name ?? '--'); $datatables->addColumn('stage', function ($row) use ($stages, $stagesData) { $action = '--'; if (count($stages) == 0) { $stages = $stagesData->filter(function ($value) use ($row) { return $value->lead_pipeline_id == $row->lead_pipeline_id; }); } $stages = $stages->sortBy('priority'); if ($this->changeLeadStatusPermission == 'all') { $action = '<select class="form-control select-picker statusChange" data-size="4" name="statusChange" onchange="changeStage(' . $row->id . ', this)">'; foreach ($stages as $item) { $action .= '<option '; if ($item->id == $row->pipeline_stage_id) { $action .= 'selected'; } $action .= ' data-content="<i class=\'fa fa-circle mr-2\' style=\'color: ' . $item->label_color . '\'></i> ' . $item->name . '" data-id="' . $item->id . '" data-slug="' . $item->slug . '" value="' . $item->id . '">' . $item->name . '</option>'; } $action .= '</select>'; } else { foreach ($stages as $st) { if ($row->pipeline_stage_id == $st->id) { $action = "<div class='media align-items-center mw-120'><i class='fa fa-circle mr-1' style='color: ". $st->label_color ." '></i> " . str($st->name)->limit(10) . '</div>'; } } } return $action; }); $datatables->addColumn('client_name', function ($row) { $label = ''; if ($row->client_id != null && $row->client_id != '') { $label = '<label class="badge badge-secondary">' . __('app.client') . '</label>'; } $client_name = $row->client_name; if ($row->salutation instanceof Salutation || is_string($row->salutation)) { $salutationLabel = ($row->salutation instanceof Salutation) ? $row->salutation->label() : Salutation::from($row->salutation)->label(); $client_name = $salutationLabel . ' ' . $client_name; } return ' <div class="media-body"> <h5 class="mb-0 f-13 text-truncate"><a href="' . route('lead-contact.show', [$row->contact_id]) . '">' . str($client_name)->limit(18) . '</a></h5> <p class="mb-0">' . $label . '</p> <p class="mb-0 f-12 text-dark-grey text-truncate"> ' . str($row->company_name)->limit(18) . ' </p> </div> '; }); $datatables->editColumn('name', function ($row) { return ' <div class="media-body"> <h5 class="mb-0 f-13 "><a href="' . route('deals.show', [$row->id]) . '">' . $row->name . '</a></h5> </div> '; }); $datatables->editColumn('next_follow_up_date', function ($row) use ($currentDate) { $date = ''; if ($row->next_follow_up_date != null && $row->next_follow_up_date != '') { $date = $row->next_follow_up_date->translatedFormat($this->company->date_format) . '<br> ' . $row->next_follow_up_date->translatedFormat($this->company->time_format); } if ($row->next_follow_up_date < $currentDate && $row->next_follow_up_status == 'incomplete' && $date != '--') { return $date . '<br><label class="badge badge-danger">' . __('app.pending') . '</label>'; } return $date; }); $datatables->editColumn('close_date', fn($row) => $row->close_date ? $row->close_date->translatedFormat($this->company->date_format) : '--'); $datatables->editColumn('lead_pipeline_id', fn($row) => $row->lead_pipeline_id ? $row->pipeline->name : '--'); $datatables->editColumn('agent_name', fn($row) => $row->agent_id ? view('components.employee', ['user' => $row->leadAgent->user]) : '--'); $datatables->addColumn('deal_watcher_user', fn($row) => $row->dealWatcher ? view('components.employee', ['user' => $row->dealWatcher]) : '--'); $datatables->smart(false); $datatables->setRowId(fn($row) => 'row-' . $row->id); $datatables->removeColumn('status_id'); $datatables->removeColumn('client_id'); $datatables->removeColumn('source'); $datatables->removeColumn('next_follow_up'); $datatables->removeColumn('statusName'); $datatables->removeColumn('statusName'); $customFieldColumns = CustomField::customFieldData($datatables, Deal::CUSTOM_FIELD_MODEL); $datatables->rawColumns(array_merge(['status', 'action', 'name', 'client_name', 'next_follow_up_date', 'agent_name', 'check', 'mobile', 'stage', 'lead_email'], $customFieldColumns)); return $datatables; } /** * @return \Illuminate\Database\Eloquent\Builder */ public function query(Deal $model) { $lead = $model->with(['leadAgent','products', 'dealWatcher' => function ($query) { $query->withoutGlobalScope(ActiveScope::class); } , 'leadAgent.user', 'category', 'contact', 'pipeline', 'leadStage', 'leadAgent.user.employeeDetail.designation:id,name', 'leadAgent.user.employeeDetail.department:id,team_name']) ->select( 'deals.id', 'deals.name', 'deals.deal_watcher', 'deals.lead_id', 'deals.lead_pipeline_id', 'deals.agent_id', 'deals.added_by', 'leads.client_id', 'deals.next_follow_up', 'deals.value', 'pipeline_stages.name as stageName', 'pipeline_stage_id', 'deals.created_at', 'deals.close_date', 'deals.updated_at', 'users.name as agent_name', 'users.image', 'leads.company_name', 'leads.mobile', 'leads.salutation as salutation', 'leads.id as contact_id', 'leads.client_name as client_name', 'leads.client_email as client_email', DB::raw("(select next_follow_up_date from lead_follow_up where deal_id = deals.id and deals.next_follow_up = 'yes' and lead_follow_up.status = 'pending' ORDER BY next_follow_up_date asc limit 1) as next_follow_up_date"), DB::raw("(select lead_follow_status.status from lead_follow_up as lead_follow_status where deal_id = deals.id and deals.next_follow_up = 'yes' ORDER BY next_follow_up_date asc limit 1) as next_follow_up_status") ) ->leftJoin('pipeline_stages', 'pipeline_stages.id', 'deals.pipeline_stage_id') ->leftJoin('lead_agents', 'lead_agents.id', 'deals.agent_id') ->leftJoin('users', 'users.id', 'lead_agents.user_id') ->leftJoin('leads', 'leads.id', 'deals.lead_id') ->leftJoin('lead_products', 'lead_products.deal_id', 'deals.id') ->leftJoin('products', 'products.id', 'lead_products.product_id'); if ($this->request()->followUp != 'all' && $this->request()->followUp != '') { $lead = $lead->leftJoin('lead_follow_up', 'lead_follow_up.deal_id', 'deals.id'); if ($this->request()->followUp == 'yes') { $lead = $lead->where('deals.next_follow_up', 'yes'); } else { $lead = $lead->where('deals.next_follow_up', 'no'); } } if (!is_null($this->request()->min) || !is_null($this->request()->max)) { $min = $this->request()->min; $lead = $lead->where('value', '>=', $min); } if (!is_null($this->request()->max)) { $max = $this->request()->max; $lead = $lead->where('value', '<=', $max); } if ($this->request()->type != 'all' && $this->request()->type != '') { if ($this->request()->type == 'lead') { $lead = $lead->whereNull('leads.client_id'); } else { $lead = $lead->whereNotNull('leads.client_id'); } } if ($this->request()->startDate !== null && $this->request()->startDate != 'null' && $this->request()->startDate != '' && request()->date_filter_on == 'created_at') { $startDate = Carbon::createFromFormat($this->company->date_format, $this->request()->startDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(deals.`created_at`)'), '>=', $startDate); } if ($this->request()->pipeline !== null && $this->request()->pipeline != 'null' && $this->request()->pipeline != '' && request()->pipeline != 'all') { $lead = $lead->where('deals.lead_pipeline_id', $this->request()->pipeline); } if ($this->request()->category !== null && $this->request()->category != 'null' && $this->request()->category != '' && $this->request()->category != 'all') { $lead = $lead->where('deals.category_id', $this->request()->category); } if ($this->request()->product !== null && $this->request()->product != 'null' && $this->request()->pipeline != '' && request()->product != 'all') { $lead = $lead->where('products.id', $this->request()->product); } if ($this->request()->startDate !== null && $this->request()->startDate != 'null' && $this->request()->startDate != '' && request()->date_filter_on == 'next_follow_up_date') { $startDate = Carbon::createFromFormat($this->company->date_format, $this->request()->startDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(`next_follow_up_date`)'), '>=', $startDate); } if ($this->request()->endDate !== null && $this->request()->endDate != 'null' && $this->request()->endDate != '' && request()->date_filter_on == 'created_at') { $endDate = Carbon::createFromFormat($this->company->date_format, $this->request()->endDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(deals.`created_at`)'), '<=', $endDate); } if ($this->request()->endDate !== null && $this->request()->endDate != 'null' && $this->request()->endDate != '' && request()->date_filter_on == 'next_follow_up_date') { $endDate = Carbon::createFromFormat($this->company->date_format, $this->request()->endDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(`next_follow_up_date`)'), '<=', $endDate); } if ($this->request()->startDate !== null && $this->request()->startDate != 'null' && $this->request()->startDate != '' && request()->date_filter_on == 'updated_at') { $startDate = Carbon::createFromFormat($this->company->date_format, $this->request()->startDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(deals.`updated_at`)'), '>=', $startDate); } if ($this->request()->endDate !== null && $this->request()->endDate != 'null' && $this->request()->endDate != '' && request()->date_filter_on == 'updated_at') { $endDate = Carbon::createFromFormat($this->company->date_format, $this->request()->endDate)->toDateString(); $lead = $lead->having(DB::raw('DATE(deals.`updated_at`)'), '<=', $endDate); } if (($this->request()->agent != 'all' && $this->request()->agent != '') || $this->viewLeadPermission == 'added') { $lead = $lead->where(function ($query) { if ($this->request()->agent != 'all' && $this->request()->agent != '') { $AgentIds = LeadAgent::where('user_id', $this->request()->agent)->get()->pluck('id'); $query->whereIn('agent_id', $AgentIds); } if ($this->viewLeadPermission == 'added') { $query->where('deals.added_by', user()->id); } }); } if ($this->viewLeadPermission == 'owned') { $lead = $lead->where(function ($query) { if (!empty($this->myAgentId)) { $query->whereIn('agent_id', $this->myAgentId); } $query->orWhere('deals.deal_watcher', user()->id); }); } if ($this->viewLeadPermission == 'both') { $lead = $lead->where(function ($query) { if (!empty($this->myAgentId)) { $query->whereIn('agent_id', $this->myAgentId); } $query->orWhere('deals.added_by', user()->id) ->orWhere('deals.deal_watcher', user()->id); }); } if ($this->request()->deal_watcher_id !== null && $this->request()->deal_watcher_id != 'all' && $this->request()->deal_watcher_id != '') { $lead = $lead->where('deals.deal_watcher', $this->request()->deal_watcher_id); } if ($this->request()->stage_id != 'all' && $this->request()->stage_id != '') { $lead = $lead->where('deals.pipeline_stage_id', $this->request()->stage_id); } if ($this->request()->leadId !== null && $this->request()->leadId != 'null' && $this->request()->leadId != '' && $this->request()->leadId != 'all') { $lead = $lead->where('deals.lead_id', $this->request()->leadId); } if ($this->request()->lead_agent_id !== null && $this->request()->lead_agent_id != 'null' && $this->request()->lead_agent_id != '' && $this->request()->lead_agent_id != 'all') { $lead = $lead->where('deals.lead_id', $this->request()->lead_agent_id); } if ($this->request()->source_id != 'all' && $this->request()->source_id != '') { $lead = $lead->where('leads.source_id', $this->request()->source_id); } if ($this->request()->searchText != '') { $lead = $lead->where(function ($query) { $query->where('leads.client_name', 'like', '%' . request('searchText') . '%') ->orWhere('leads.client_email', 'like', '%' . request('searchText') . '%') ->orWhere('leads.company_name', 'like', '%' . request('searchText') . '%') ->orwhere('leads.mobile', 'like', '%' . request('searchText') . '%') ->orwhere('deals.name', 'like', '%' . request('searchText') . '%'); }); } return $lead->groupBy('deals.id'); } /** * Optional method if you want to use html builder. * * @return \Yajra\DataTables\Html\Builder */ public function html() { $dataTable = $this->setBuilder('leads-table', 2) ->parameters([ 'initComplete' => 'function () { window.LaravelDataTables["leads-table"].buttons().container() .appendTo("#table-actions") }', 'fnDrawCallback' => 'function( oSettings ) { $(".select-picker").selectpicker(); }', ]); if (canDataTableExport()) { $dataTable->buttons(Button::make(['extend' => 'excel', 'text' => '<i class="fa fa-file-export"></i> ' . trans('app.exportExcel')])); } return $dataTable; } /** * Get columns. * * @return array */ protected function getColumns() { $data = [ 'check' => [ 'title' => '<input type="checkbox" name="select_all_table" id="select-all-table" onclick="selectAllTable(this)">', 'exportable' => false, 'orderable' => false, 'searchable' => false ], '#' => ['data' => 'DT_RowIndex', 'orderable' => false, 'searchable' => false, 'visible' => false, 'title' => '#'], __('app.id') => ['data' => 'id', 'name' => 'id', 'title' => __('app.id'), 'visible' => showId()], __('modules.deal.dealName') => ['data' => 'name', 'name' => 'name', 'title' => __('modules.deal.dealName')], __('modules.leadContact.leadName') => ['data' => 'client_name', 'name' => 'leads.client_name', 'title' => __('modules.leadContact.leadName')], __('modules.lead.email') => ['data' => 'lead_email', 'name' => 'email', 'title' => __('app.contactDetails'), 'exportable' => false], __('app.lead') . ' ' . __('modules.lead.email') => ['data' => 'export_email', 'name' => 'email', 'title' => __('app.lead') . ' ' . __('modules.lead.email'), 'exportable' => true, 'visible' => false], __('modules.deal.pipeline') => ['data' => 'lead_pipeline_id', 'name' => 'lead_pipeline_id', 'exportable' => true, 'visible' => false, 'title' => __('modules.deal.pipeline')], // __('modules.lead.mobile') => ['data' => 'mobile', 'name' => 'mobile', 'title' => __('modules.lead.mobile'), 'exportable' => false], __('app.lead') . ' ' . __('modules.lead.mobile') => ['data' => 'export_mobile', 'name' => 'mobile', 'title' => __('app.lead') . ' ' . __('modules.lead.mobile'), 'exportable' => true, 'visible' => false], __('modules.deal.dealValue') => ['data' => 'lead_value', 'name' => 'value', 'title' => __('app.value'), 'exportable' => true], __('modules.deal.closeDate') => ['data' => 'close_date', 'name' => 'close_date', 'title' => __('modules.deal.closeDate')], __('modules.lead.nextFollowUp') => ['data' => 'next_follow_up_date', 'name' => 'next_follow_up_date', 'searchable' => false, 'exportable' => ($this->viewLeadFollowUpPermission != 'none'), 'title' => __('modules.lead.nextFollowUp'), 'visible' => ($this->viewLeadFollowUpPermission != 'none')], __('modules.deal.dealAgent') => ['data' => 'agent_name', 'name' => 'users.name', 'exportable' => false, 'title' => __('modules.deal.dealAgent')], __('app.leadAgent') => ['data' => 'employee_name', 'name' => 'users.name', 'visible' => false, 'title' => __('app.leadAgent')], __('app.addedBy') => ['data' => 'export_deal_watcher', 'name' => 'users.name', 'exportable' => true, 'visible' => false, 'title' => __('app.dealWatcher')], __('app.dealWatcher') => ['data' => 'deal_watcher_user', 'name' => 'users.name', 'exportable' => false, 'title' => __('app.dealWatcher')], __('modules.leadContact.stage') => ['data' => 'stage', 'name' => 'deals.pipeline_stage_id', 'exportable' => false, 'visible' => true, 'title' => __('modules.leadContact.stage')], __('modules.leadContact.leadStage') => ['data' => 'leadStage', 'name' => 'leadStage', 'visible' => false, 'orderable' => false, 'searchable' => false, 'title' => __('modules.leadContact.leadStage')] ]; $action = [ Column::computed('action', __('app.action')) ->exportable(false) ->printable(false) ->orderable(false) ->searchable(false) ->addClass('text-right pr-20') ]; return array_merge($data, CustomFieldGroup::customFieldsDataMerge(new Deal()), $action); } }