Pipeline Stages Resource: Reorderable

Next up, each of our Customers has to go in a Pipeline to advance from one status to another. For example, we start at Contact Made and then progress to Meeting Scheduled. To do this, we need to create a new resource Pipeline Stages:

In this lesson, we will:

• 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

Creating Pipeline Stages Database

These are the fields for our DB:

• id
• name
• position - Order of the stages
• is_default

This will be seeded by default workflow but can be changed by admins to suit their needs.

Let's start with our migration:

Migration

Schema::create('pipeline_stages', function (Blueprint $table) {
    $table->id();
    $table->string('name');
    $table->integer('position');
    $table->boolean('is_default')->default(false);
    $table->timestamps();
});

Then, we need to create a model:

app/Models/PipelineStage.php

use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\HasMany;
 
class PipelineStage extends Model
{
    protected $fillable = [
        'name',
        'position',
        'is_default',
    ];
 
    public function customers(): HasMany
    {
        return $this->hasMany(Customer::class);
    }
}

Next, we will make sure that we have some Default data in our database:

database/seeders/DatabaseSeeder.php

public function run(): void
{
    User::factory()->create([
        'name' => 'Test Admin',
        'email' => '[email protected]',
    ]);
 
    Customer::factory()
        ->count(10)
        ->create();
 
    $leadSources = [
        'Website',
        'Online AD',
        'Twitter',
        'LinkedIn',
        'Webinar',
        'Trade Show',
        'Referral',
    ];
 
    foreach ($leadSources as $leadSource) {
        LeadSource::create(['name' => $leadSource]);
    }
 
    $tags = [
        'Priority',
        'VIP'
    ];
 
    foreach ($tags as $tag) {
        Tag::create(['name' => $tag]);
    }
 
    $pipelineStages = [
        [
            'name' => 'Lead',
            'position' => 1,
            'is_default' => true,
        ],
        [
            'name' => 'Contact Made',
            'position' => 2,
        ],
        [
            'name' => 'Proposal Made',
            'position' => 3,
        ],
        [
            'name' => 'Proposal Rejected',
            'position' => 4,
        ],
        [
            'name' => 'Customer',
            'position' => 5,
        ]
    ];
 
    foreach ($pipelineStages as $stage) {
        PipelineStage::create($stage);
    }
 
    $defaultPipelineStage = PipelineStage::where('is_default', true)->first()->id;
    Customer::factory()->count(10)->create([
        'pipeline_stage_id' => $defaultPipelineStage,
    ]);
}

One thing to note here is that we have...