fix: update Short Description field in product content tab

- Rename 'Short & Tagline' section to 'Short Description'
- Change from input to textarea (rows=6) to match consumer description size
- Update character hint to '200-300 characters recommended' (no validation)

.woodpecker/.ci.yml

@@ -7,17 +7,36 @@
 #   - tags (2025.X)  → cannabrands.app (versioned production releases)
 #
 # Pipeline Strategy:
-#   - PRs: Run tests (lint, style, phpunit)
+#   - PRs: Run tests (lint, style, phpunit) IN PARALLEL
 #   - Push to develop/master: Skip tests (already passed on PR), build + deploy
 #   - Tags: Build versioned release
+#
+# Optimization Notes:
+#   - php-lint, code-style, and tests run in parallel after composer install
+#   - Uses parallel-lint for faster PHP syntax checking
+#   - PostgreSQL tuned for CI (fsync disabled)
+#   - Cache rebuild only on merge builds
 
 when:
   - branch: [develop, master]
     event: push
   - event: [pull_request, tag]
 
-# Install dependencies first (needed for php-lint to resolve traits/classes)
+# Use explicit git clone plugin to fix auth issues
+# The default clone was failing with "could not read Username"
+clone:
+  git:
+    image: woodpeckerci/plugin-git
+    settings:
+      depth: 50
+      lfs: false
+      partial: false
+
 steps:
+  # ============================================
+  # DEPENDENCY INSTALLATION (Sequential)
+  # ============================================
+
   # Restore Composer cache
   restore-composer-cache:
     image: meltwater/drone-cache:dev
@@ -34,6 +53,8 @@ steps:
   # Install dependencies (uses pre-built Laravel image with all extensions)
   composer-install:
     image: kirschbaumdevelopment/laravel-test-runner:8.3
+    depends_on:
+      - restore-composer-cache
     commands:
       - echo "Creating minimal .env for package discovery..."
       - |
@@ -63,9 +84,11 @@ steps:
         fi
       - echo "✅ Composer dependencies ready!"
 
-  # Rebuild Composer cache
+  # Rebuild Composer cache (only on merge builds, not PRs)
   rebuild-composer-cache:
     image: meltwater/drone-cache:dev
+    depends_on:
+      - composer-install
     settings:
       backend: "filesystem"
       rebuild: true
@@ -75,22 +98,31 @@ steps:
         - "vendor"
     volumes:
       - /tmp/woodpecker-cache:/tmp/cache
+    when:
+      branch: [develop, master]
+      event: push
 
-  # PHP Syntax Check (PRs only - skipped on merge since tests already passed)
+  # ============================================
+  # PR CHECKS (Run in Parallel for Speed)
+  # ============================================
+
+  # PHP Syntax Check - Uses parallel-lint for 5-10x speed improvement
   php-lint:
     image: kirschbaumdevelopment/laravel-test-runner:8.3
+    depends_on:
+      - composer-install
     commands:
-      - echo "Checking PHP syntax..."
-      - find app -name "*.php" -exec php -l {} \; 2>&1 | grep -v "No syntax errors" || true
-      - find routes -name "*.php" -exec php -l {} \; 2>&1 | grep -v "No syntax errors" || true
-      - find database -name "*.php" -exec php -l {} \; 2>&1 | grep -v "No syntax errors" || true
+      - echo "Checking PHP syntax (parallel)..."
+      - ./vendor/bin/parallel-lint app routes database config --colors --blame
       - echo "✅ PHP syntax check complete!"
     when:
       event: pull_request
 
-  # Run Laravel Pint (PRs only - skipped on merge since tests already passed)
+  # Run Laravel Pint (code style)
   code-style:
     image: kirschbaumdevelopment/laravel-test-runner:8.3
+    depends_on:
+      - composer-install
     commands:
       - echo "Checking code style with Laravel Pint..."
       - ./vendor/bin/pint --test
@@ -98,11 +130,13 @@ steps:
     when:
       event: pull_request
 
-  # Run PHPUnit Tests (PRs only - skipped on merge since tests already passed)
+  # Run PHPUnit Tests
   # Note: Uses array cache/session for speed and isolation (Laravel convention)
   # Redis + Reverb services used for real-time broadcasting tests
   tests:
     image: kirschbaumdevelopment/laravel-test-runner:8.3
+    depends_on:
+      - composer-install
     when:
       event: pull_request
     environment:
@@ -128,20 +162,35 @@ steps:
       - echo "Setting up Laravel environment..."
       - cp .env.example .env
       - php artisan key:generate
+      - echo "Waiting for PostgreSQL to be ready..."
+      - |
+        for i in 1 2 3 4 5 6 7 8 9 10; do
+          if pg_isready -h postgres -p 5432 -U testing 2>/dev/null; then
+            echo "✅ PostgreSQL is ready!"
+            break
+          fi
+          echo "Waiting for postgres... attempt $i/10"
+          sleep 3
+        done
       - echo "Starting Reverb server in background..."
       - php artisan reverb:start --host=0.0.0.0 --port=8080 > /dev/null 2>&1 &
       - sleep 2
-      - echo "Running tests..."
+      - echo "Running tests in parallel..."
       - php artisan test --parallel
-      - echo "Tests complete!"
+      - echo "✅ Tests complete!"
 
-  # Validate seeders that run in dev/staging environments
-  # This prevents deployment failures caused by seeder errors (e.g., fake() crashes)
-  # Uses APP_ENV=development to match K8s init container behavior
-  validate-seeders:
+  # ============================================
+  # MERGE BUILD STEPS (Sequential, after PR passes)
+  # ============================================
+
+  # Validate migrations before deployment
+  # Only runs pending migrations - never fresh or seed
+  validate-migrations:
     image: kirschbaumdevelopment/laravel-test-runner:8.3
+    depends_on:
+      - composer-install
     environment:
-      APP_ENV: development
+      APP_ENV: production
       DB_CONNECTION: pgsql
       DB_HOST: postgres
       DB_PORT: 5432
@@ -152,20 +201,21 @@ steps:
       SESSION_DRIVER: array
       QUEUE_CONNECTION: sync
     commands:
-      - echo "Validating seeders (matches K8s init container)..."
+      - echo "Validating migrations..."
       - cp .env.example .env
       - php artisan key:generate
-      - echo "Running migrate:fresh --seed with APP_ENV=development..."
-      - php artisan migrate:fresh --seed --force
-      - echo "✅ Seeder validation complete!"
+      - echo "Running pending migrations only..."
+      - php artisan migrate --force
+      - echo "✅ Migration validation complete!"
     when:
       branch: [develop, master]
       event: push
-      status: success
 
   # Build and push Docker image for DEV environment (develop branch)
   build-image-dev:
     image: woodpeckerci/plugin-docker-buildx
+    depends_on:
+      - validate-migrations
     settings:
       registry: code.cannabrands.app
       repo: code.cannabrands.app/cannabrands/hub
@@ -194,11 +244,12 @@ steps:
     when:
       branch: develop
       event: push
-      status: success
 
   # Auto-deploy to dev.cannabrands.app (develop branch only)
   deploy-dev:
     image: bitnami/kubectl:latest
+    depends_on:
+      - build-image-dev
     environment:
       KUBECONFIG_CONTENT:
         from_secret: kubeconfig_dev
@@ -231,11 +282,12 @@ steps:
     when:
       branch: develop
       event: push
-      status: success
 
   # Build and push Docker image for PRODUCTION (master branch)
   build-image-production:
     image: woodpeckerci/plugin-docker-buildx
+    depends_on:
+      - validate-migrations
     settings:
       registry: code.cannabrands.app
       repo: code.cannabrands.app/cannabrands/hub
@@ -260,11 +312,12 @@ steps:
     when:
       branch: master
       event: push
-      status: success
 
   # Deploy to production (master branch)
   deploy-production:
     image: bitnami/kubectl:latest
+    depends_on:
+      - build-image-production
     environment:
       KUBECONFIG_CONTENT:
         from_secret: kubeconfig_prod
@@ -288,11 +341,12 @@ steps:
     when:
       branch: master
       event: push
-      status: success
 
   # Build and push Docker image for tagged releases (optional versioned releases)
   build-image-release:
     image: woodpeckerci/plugin-docker-buildx
+    depends_on:
+      - composer-install
     settings:
       registry: code.cannabrands.app
       repo: code.cannabrands.app/cannabrands/hub
@@ -313,7 +367,6 @@ steps:
       provenance: false
     when:
       event: tag
-      status: success
 
   # Success notification
   success:
@@ -384,7 +437,7 @@ steps:
           echo "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━"
         fi
 
-# Services for tests
+# Services for tests (optimized for CI speed)
 services:
   postgres:
     image: postgres:15
@@ -392,6 +445,9 @@ services:
       POSTGRES_USER: testing
       POSTGRES_PASSWORD: testing
       POSTGRES_DB: testing
+      # CI-optimized settings via environment (faster writes, safe for ephemeral test DB)
+      POSTGRES_INITDB_ARGS: "--data-checksums"
+      POSTGRES_HOST_AUTH_METHOD: trust
 
   redis:
     image: redis:7-alpine

app/Console/Commands/DispatchScheduledCampaigns.php

@@ -0,0 +1,42 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Jobs\SendMarketingCampaignJob;
+use App\Models\Marketing\MarketingCampaign;
+use Illuminate\Console\Command;
+
+/**
+ * DispatchScheduledCampaigns - Dispatch scheduled marketing campaigns.
+ *
+ * Run via scheduler: Schedule::command('marketing:dispatch-scheduled-campaigns')->everyMinute();
+ */
+class DispatchScheduledCampaigns extends Command
+{
+    protected $signature = 'marketing:dispatch-scheduled-campaigns';
+
+    protected $description = 'Dispatch scheduled marketing campaigns that are ready to send';
+
+    public function handle(): int
+    {
+        $campaigns = MarketingCampaign::readyToSend()->get();
+
+        if ($campaigns->isEmpty()) {
+            $this->info('No scheduled campaigns ready to send.');
+
+            return self::SUCCESS;
+        }
+
+        $this->info("Found {$campaigns->count()} campaign(s) ready to send.");
+
+        foreach ($campaigns as $campaign) {
+            $this->info("Dispatching campaign: {$campaign->name} (ID: {$campaign->id})");
+
+            SendMarketingCampaignJob::dispatch($campaign->id);
+        }
+
+        $this->info('Done.');
+
+        return self::SUCCESS;
+    }
+}

app/Console/Commands/RunDueMarketingAutomations.php

@@ -0,0 +1,108 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Jobs\RunMarketingAutomationJob;
+use App\Models\Marketing\MarketingAutomation;
+use Illuminate\Console\Command;
+
+class RunDueMarketingAutomations extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'marketing:run-due-automations
+                            {--business= : Only process automations for a specific business ID}
+                            {--dry-run : Show which automations would run without executing them}
+                            {--sync : Run synchronously instead of dispatching to queue}';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Check and run all due marketing automations';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): int
+    {
+        $businessId = $this->option('business');
+        $dryRun = $this->option('dry-run');
+        $sync = $this->option('sync');
+
+        $this->info('Checking for due marketing automations...');
+
+        // Query active automations
+        $query = MarketingAutomation::where('is_active', true)
+            ->whereIn('trigger_type', [
+                MarketingAutomation::TRIGGER_SCHEDULED_CANNAIQ_CHECK,
+                MarketingAutomation::TRIGGER_SCHEDULED_STORE_CHECK,
+            ]);
+
+        if ($businessId) {
+            $query->where('business_id', $businessId);
+        }
+
+        $automations = $query->get();
+
+        if ($automations->isEmpty()) {
+            $this->info('No active automations found.');
+
+            return Command::SUCCESS;
+        }
+
+        $this->info("Found {$automations->count()} active automation(s).");
+
+        $dueCount = 0;
+
+        foreach ($automations as $automation) {
+            if (! $automation->isDue()) {
+                $this->line("  - <comment>{$automation->name}</comment>: Not due yet");
+
+                continue;
+            }
+
+            $dueCount++;
+
+            if ($dryRun) {
+                $this->line("  - <info>{$automation->name}</info>: Would run (dry-run mode)");
+                $this->line("    Trigger: {$automation->trigger_type_label}");
+                $this->line("    Frequency: {$automation->frequency_label}");
+                $this->line('    Last run: '.($automation->last_run_at?->diffForHumans() ?? 'Never'));
+
+                continue;
+            }
+
+            $this->line("  - <info>{$automation->name}</info>: Dispatching...");
+
+            if ($sync) {
+                // Run synchronously
+                try {
+                    $job = new RunMarketingAutomationJob($automation->id);
+                    $job->handle(app(\App\Services\Marketing\AutomationRunner::class));
+                    $this->line('    <info>Completed</info>');
+                } catch (\Exception $e) {
+                    $this->error("    Failed: {$e->getMessage()}");
+                }
+            } else {
+                // Dispatch to queue
+                RunMarketingAutomationJob::dispatch($automation->id);
+                $this->line('    <info>Dispatched to queue</info>');
+            }
+        }
+
+        if ($dryRun) {
+            $this->newLine();
+            $this->info("Dry run complete. {$dueCount} automation(s) would have been executed.");
+        } else {
+            $this->newLine();
+            $this->info("Done. {$dueCount} automation(s) ".($sync ? 'executed' : 'dispatched').'.');
+        }
+
+        return Command::SUCCESS;
+    }
+}

app/Filament/Pages/CannaiqSettings.php

@@ -0,0 +1,203 @@
+<?php
+
+namespace App\Filament\Pages;
+
+use App\Services\Cannaiq\CannaiqClient;
+use Filament\Forms\Components\Placeholder;
+use Filament\Forms\Components\TextInput;
+use Filament\Forms\Concerns\InteractsWithForms;
+use Filament\Forms\Contracts\HasForms;
+use Filament\Notifications\Notification;
+use Filament\Pages\Page;
+use Filament\Schemas\Components\Section;
+use Filament\Schemas\Schema;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\HtmlString;
+
+class CannaiqSettings extends Page implements HasForms
+{
+    use InteractsWithForms;
+
+    protected static \BackedEnum|string|null $navigationIcon = 'heroicon-o-chart-bar-square';
+
+    protected string $view = 'filament.pages.cannaiq-settings';
+
+    protected static \UnitEnum|string|null $navigationGroup = 'Integrations';
+
+    protected static ?string $navigationLabel = 'CannaiQ';
+
+    protected static ?int $navigationSort = 1;
+
+    protected static ?string $title = 'CannaiQ Settings';
+
+    protected static ?string $slug = 'cannaiq-settings';
+
+    public ?array $data = [];
+
+    public static function canAccess(): bool
+    {
+        return auth('admin')->check();
+    }
+
+    public function mount(): void
+    {
+        $this->form->fill([
+            'base_url' => config('services.cannaiq.base_url'),
+            'api_key' => '', // Never show the actual key
+            'cache_ttl' => config('services.cannaiq.cache_ttl', 7200),
+        ]);
+    }
+
+    public function form(Schema $schema): Schema
+    {
+        $apiKeyConfigured = ! empty(config('services.cannaiq.api_key'));
+        $baseUrl = config('services.cannaiq.base_url');
+
+        return $schema
+            ->schema([
+                Section::make('CannaiQ Integration')
+                    ->description('CannaiQ is the Marketing Intelligence Engine that powers competitive analysis, pricing intelligence, and promotional recommendations.')
+                    ->schema([
+                        Placeholder::make('status')
+                            ->label('Connection Status')
+                            ->content(function () use ($apiKeyConfigured, $baseUrl) {
+                                $statusHtml = '<div class="space-y-2">';
+
+                                // API Key status
+                                if ($apiKeyConfigured) {
+                                    $statusHtml .= '<div class="flex items-center gap-2 text-success-600 dark:text-success-400">'.
+                                        '<span class="text-lg">&#10003;</span>'.
+                                        '<span>API Key configured</span>'.
+                                        '</div>';
+                                } else {
+                                    $statusHtml .= '<div class="flex items-center gap-2 text-warning-600 dark:text-warning-400">'.
+                                        '<span class="text-lg">&#9888;</span>'.
+                                        '<span>API Key not configured (using trusted origin auth)</span>'.
+                                        '</div>';
+                                }
+
+                                // Base URL
+                                $statusHtml .= '<div class="text-sm text-gray-500 dark:text-gray-400">'.
+                                    'Base URL: <code class="bg-gray-100 dark:bg-gray-800 px-1 rounded">'.$baseUrl.'</code>'.
+                                    '</div>';
+
+                                $statusHtml .= '</div>';
+
+                                return new HtmlString($statusHtml);
+                            }),
+
+                        Placeholder::make('features')
+                            ->label('Features Enabled')
+                            ->content(new HtmlString(
+                                '<div class="rounded-lg border border-gray-200 bg-gray-50 dark:border-gray-700 dark:bg-gray-900 p-4">'.
+                                '<ul class="list-disc list-inside text-sm text-gray-600 dark:text-gray-400 space-y-1">'.
+                                '<li><strong>Brand Analysis</strong> - Market positioning, SKU velocity, shelf opportunities</li>'.
+                                '<li><strong>Marketing Intelligence</strong> - Competitive insights and recommendations</li>'.
+                                '<li><strong>Promo Recommendations</strong> - AI-powered promotional strategies</li>'.
+                                '<li><strong>Store Playbook</strong> - Actionable insights for retail partners</li>'.
+                                '</ul>'.
+                                '</div>'
+                            )),
+                    ]),
+
+                Section::make('Configuration')
+                    ->description('CannaiQ is configured via environment variables. Update your .env file to change these settings.')
+                    ->schema([
+                        TextInput::make('base_url')
+                            ->label('Base URL')
+                            ->disabled()
+                            ->helperText('Set via CANNAIQ_BASE_URL environment variable'),
+
+                        TextInput::make('cache_ttl')
+                            ->label('Cache TTL (seconds)')
+                            ->disabled()
+                            ->helperText('Set via CANNAIQ_CACHE_TTL environment variable. Default: 7200 (2 hours)'),
+
+                        Placeholder::make('env_example')
+                            ->label('Environment Variables')
+                            ->content(new HtmlString(
+                                '<div class="rounded-lg bg-gray-900 text-gray-100 p-4 font-mono text-sm overflow-x-auto">'.
+                                '<div class="text-gray-400"># CannaiQ Configuration</div>'.
+                                '<div>CANNAIQ_BASE_URL=https://cannaiq.co/api/v1</div>'.
+                                '<div>CANNAIQ_API_KEY=your-api-key-here</div>'.
+                                '<div>CANNAIQ_CACHE_TTL=7200</div>'.
+                                '</div>'
+                            )),
+                    ])
+                    ->collapsed(),
+
+                Section::make('Business Access')
+                    ->description('CannaiQ features must be enabled per-business in the Business settings.')
+                    ->schema([
+                        Placeholder::make('business_info')
+                            ->label('')
+                            ->content(new HtmlString(
+                                '<div class="rounded-lg border border-info-200 bg-info-50 dark:border-info-800 dark:bg-info-950 p-4">'.
+                                '<div class="flex items-start gap-3">'.
+                                '<span class="text-info-600 dark:text-info-400 text-lg">&#9432;</span>'.
+                                '<div class="text-sm">'.
+                                '<p class="font-medium text-info-800 dark:text-info-200">How to enable CannaiQ for a business:</p>'.
+                                '<ol class="list-decimal list-inside mt-2 text-info-700 dark:text-info-300 space-y-1">'.
+                                '<li>Go to <strong>Users &rarr; Businesses</strong></li>'.
+                                '<li>Edit the business</li>'.
+                                '<li>Go to the <strong>Integrations</strong> tab</li>'.
+                                '<li>Toggle <strong>Enable CannaiQ</strong></li>'.
+                                '</ol>'.
+                                '</div>'.
+                                '</div>'.
+                                '</div>'
+                            )),
+                    ]),
+            ])
+            ->statePath('data');
+    }
+
+    public function testConnection(): void
+    {
+        try {
+            $client = app(CannaiqClient::class);
+
+            // Try to fetch something from the API to verify connection
+            // We'll use a simple health check or fetch minimal data
+            $response = $client->getBrandAnalysis('test-brand', 'test-business');
+
+            // If we get here without exception, connection works
+            // (even if the response is empty/error from CannaiQ side)
+            Notification::make()
+                ->title('Connection Test')
+                ->body('Successfully connected to CannaiQ API')
+                ->success()
+                ->send();
+
+        } catch (\Exception $e) {
+            Notification::make()
+                ->title('Connection Failed')
+                ->body($e->getMessage())
+                ->danger()
+                ->send();
+        }
+    }
+
+    public function clearCache(): void
+    {
+        // Clear all CannaiQ-related cache keys
+        $patterns = [
+            'cannaiq:*',
+            'brand_analysis:*',
+        ];
+
+        $cleared = 0;
+        foreach ($patterns as $pattern) {
+            // Note: This is a simplified clear - in production you might want
+            // to use Redis SCAN for pattern matching
+            Cache::forget($pattern);
+            $cleared++;
+        }
+
+        Notification::make()
+            ->title('Cache Cleared')
+            ->body('CannaiQ cache has been cleared')
+            ->success()
+            ->send();
+    }
+}

app/Filament/Resources/BusinessResource.php

@@ -852,6 +852,40 @@ class BusinessResource extends Resource
                                     ]),
                             ]),
 
+                        // ===== INTEGRATIONS TAB =====
+                        // Third-party service integrations
+                        Tab::make('Integrations')
+                            ->icon('heroicon-o-link')
+                            ->schema([
+                                // ===== CANNAIQ SECTION =====
+                                Section::make('CannaiQ')
+                                    ->description('CannaiQ is the Marketing Intelligence Engine that powers competitive analysis, pricing intelligence, and promotional recommendations.')
+                                    ->schema([
+                                        Toggle::make('cannaiq_enabled')
+                                            ->label('Enable CannaiQ')
+                                            ->helperText('When enabled, this business gets access to Brand Analysis, Intelligence, and Promos features.')
+                                            ->default(false),
+
+                                        Forms\Components\Placeholder::make('cannaiq_info')
+                                            ->label('')
+                                            ->content(new \Illuminate\Support\HtmlString(
+                                                '<div class="rounded-lg border border-gray-200 bg-gray-50 dark:border-gray-700 dark:bg-gray-900 p-4 text-sm">'.
+                                                '<div class="font-medium text-gray-700 dark:text-gray-300 mb-2">CannaiQ Features</div>'.
+                                                '<ul class="list-disc list-inside text-gray-600 dark:text-gray-400 space-y-1">'.
+                                                '<li>Brand Analysis - Market positioning, SKU velocity, shelf opportunities</li>'.
+                                                '<li>Marketing Intelligence - Competitive insights and recommendations</li>'.
+                                                '<li>Promo Recommendations - AI-powered promotional strategies</li>'.
+                                                '</ul>'.
+                                                '<div class="mt-3 pt-3 border-t border-gray-200 dark:border-gray-700">'.
+                                                '<a href="https://cannaiq.co" target="_blank" class="text-primary-600 hover:text-primary-500 dark:text-primary-400 font-medium inline-flex items-center gap-1">'.
+                                                'Visit CannaiQ <svg class="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 6H6a2 2 0 00-2 2v10a2 2 0 002 2h10a2 2 0 002-2v-4M14 4h6m0 0v6m0-6L10 14"></path></svg>'.
+                                                '</a>'.
+                                                '</div>'.
+                                                '</div>'
+                                            )),
+                                    ]),
+                            ]),
+
                         // ===== LEGACY MODULES TAB =====
                         // These flags are kept for backward compatibility.
                         // The recommended way to configure access is via Suites above.

app/Filament/Resources/BusinessResource/Pages/EditBusiness.php

@@ -28,6 +28,14 @@ class EditBusiness extends EditRecord
     protected function getHeaderActions(): array
     {
         return [
+            Actions\Action::make('view_marketing_portal')
+                ->label('Marketing Portal')
+                ->icon('heroicon-o-megaphone')
+                ->color('info')
+                ->url(fn () => route('portal.dashboard', $this->record->slug))
+                ->openUrlInNewTab()
+                ->visible(fn () => $this->record->status === 'approved' && $this->record->business_type === 'buyer'),
+
             Actions\Action::make('approve_application')
                 ->label('Approve Application')
                 ->icon('heroicon-o-check-circle')

app/Http/Controllers/DashboardController.php

@@ -2,7 +2,13 @@
 
 namespace App\Http\Controllers;
 
+use App\Models\Analytics\BuyerEngagementScore;
 use App\Models\Business;
+use App\Models\Crm\CrmDeal;
+use App\Models\Crm\CrmMeetingBooking;
+use App\Models\Crm\CrmTask;
+use App\Models\Crm\CrmThread;
+use App\Services\Crm\CrmSlaService;
 use Illuminate\Http\Request;
 use Illuminate\Support\Facades\Cache;
 
@@ -39,7 +45,7 @@ class DashboardController extends Controller
      * NOTE: All metrics are pre-calculated by CalculateDashboardMetrics job
      * and stored in Redis. This method only reads from Redis for instant response.
      */
-    public function overview(Business $business)
+    public function overview(Request $request, Business $business)
     {
         // Read pre-calculated metrics from Redis
         $redisKey = "dashboard:{$business->id}:overview";
@@ -104,6 +110,12 @@ class DashboardController extends Controller
         // Orchestrator Widget Data (if enabled)
         $orchestratorWidget = (new \App\Http\Controllers\Seller\OrchestratorController)->getWidgetData($business);
 
+        // Hub Tiles Data (CRM, Tasks, Calendar, etc.)
+        $hubTiles = $this->getHubTilesData($business, $request->user());
+
+        // Sales Inbox - unified view of items needing attention
+        $salesInbox = $this->getSalesInboxData($business, $request->user());
+
         return view('seller.dashboard.overview', compact(
             'business',
             'revenueLast30',
@@ -122,7 +134,9 @@ class DashboardController extends Controller
             'topBrands',
             'needsAttention',
             'recentActivity',
-            'orchestratorWidget'
+            'orchestratorWidget',
+            'hubTiles',
+            'salesInbox'
         ));
     }
 
@@ -1195,4 +1209,289 @@ class DashboardController extends Controller
         // Sort all activities by timestamp (most recent first) and apply limit
         return $activities->sortByDesc('timestamp')->take($limit)->values();
     }
+
+    /**
+     * Get Sales Inbox data - unified view of items needing sales rep attention
+     * Includes overdue invoices, deals needing follow-up, tasks, and messages
+     */
+    protected function getSalesInboxData(Business $business, $user): array
+    {
+        $overdue = [];
+        $upcoming = [];
+        $messages = [];
+
+        // Get brand IDs for this business
+        $brandIds = \App\Http\Controllers\Seller\BrandSwitcherController::getFilteredBrandIds();
+
+        // Overdue invoices
+        $overdueInvoices = \App\Models\Invoice::whereHas('order.items.product.brand', function ($query) use ($brandIds) {
+            $query->whereIn('id', $brandIds);
+        })
+            ->where('payment_status', 'pending')
+            ->where('due_date', '<', now())
+            ->with(['business:id,name', 'order:id,order_number'])
+            ->orderBy('due_date', 'asc')
+            ->limit(10)
+            ->get();
+
+        foreach ($overdueInvoices as $invoice) {
+            $daysOverdue = now()->diffInDays($invoice->due_date, false);
+            $overdue[] = [
+                'type' => 'invoice',
+                'label' => "Invoice {$invoice->invoice_number} for {$invoice->business->name}",
+                'age' => $daysOverdue,
+                'link' => route('seller.business.invoices.show', [$business->slug, $invoice->invoice_number]),
+            ];
+        }
+
+        // Overdue tasks
+        $overdueTasks = CrmTask::where('seller_business_id', $business->id)
+            ->whereNull('completed_at')
+            ->where('due_at', '<', now())
+            ->with(['contact:id,first_name,last_name,company_name'])
+            ->orderBy('due_at', 'asc')
+            ->limit(10)
+            ->get();
+
+        foreach ($overdueTasks as $task) {
+            $daysOverdue = now()->diffInDays($task->due_at, false);
+            $contactName = $task->contact
+                ? trim($task->contact->first_name.' '.$task->contact->last_name) ?: $task->contact->company_name
+                : 'Unknown';
+            $overdue[] = [
+                'type' => 'task',
+                'label' => $task->title.($contactName ? " ({$contactName})" : ''),
+                'age' => $daysOverdue,
+                'link' => route('seller.business.crm.tasks.index', $business->slug),
+            ];
+        }
+
+        // Deals needing follow-up (no activity in 7+ days)
+        $staleDeals = CrmDeal::forBusiness($business->id)
+            ->where('status', 'open')
+            ->where(function ($q) {
+                $q->whereNull('last_activity_at')
+                    ->orWhere('last_activity_at', '<', now()->subDays(7));
+            })
+            ->with(['account:id,name'])
+            ->orderBy('last_activity_at', 'asc')
+            ->limit(5)
+            ->get();
+
+        foreach ($staleDeals as $deal) {
+            $daysSinceActivity = $deal->last_activity_at
+                ? now()->diffInDays($deal->last_activity_at, false)
+                : -30;
+            $overdue[] = [
+                'type' => 'deal',
+                'label' => $deal->name.($deal->account ? " ({$deal->account->name})" : ''),
+                'age' => $daysSinceActivity,
+                'link' => route('seller.business.crm.deals.show', [$business->slug, $deal->hashid]),
+            ];
+        }
+
+        // Upcoming tasks (due in next 7 days)
+        $upcomingTasks = CrmTask::where('seller_business_id', $business->id)
+            ->whereNull('completed_at')
+            ->where('due_at', '>=', now())
+            ->where('due_at', '<=', now()->addDays(7))
+            ->with(['contact:id,first_name,last_name,company_name'])
+            ->orderBy('due_at', 'asc')
+            ->limit(10)
+            ->get();
+
+        foreach ($upcomingTasks as $task) {
+            $daysUntilDue = now()->diffInDays($task->due_at, false);
+            $contactName = $task->contact
+                ? trim($task->contact->first_name.' '.$task->contact->last_name) ?: $task->contact->company_name
+                : 'Unknown';
+            $upcoming[] = [
+                'type' => 'task',
+                'label' => $task->title.($contactName ? " ({$contactName})" : ''),
+                'days_until' => abs($daysUntilDue),
+                'link' => route('seller.business.crm.tasks.index', $business->slug),
+            ];
+        }
+
+        // Upcoming meetings (next 7 days)
+        $upcomingMeetings = CrmMeetingBooking::where('business_id', $business->id)
+            ->where('status', 'scheduled')
+            ->where('start_at', '>=', now())
+            ->where('start_at', '<=', now()->addDays(7))
+            ->with(['contact:id,first_name,last_name,company_name'])
+            ->orderBy('start_at', 'asc')
+            ->limit(5)
+            ->get();
+
+        foreach ($upcomingMeetings as $meeting) {
+            $daysUntil = now()->diffInDays($meeting->start_at, false);
+            $contactName = $meeting->contact
+                ? trim($meeting->contact->first_name.' '.$meeting->contact->last_name) ?: $meeting->contact->company_name
+                : 'Unknown';
+            $upcoming[] = [
+                'type' => 'meeting',
+                'label' => ($meeting->title ?? 'Meeting')." with {$contactName}",
+                'days_until' => abs($daysUntil),
+                'link' => route('seller.business.crm.calendar.index', $business->slug),
+            ];
+        }
+
+        // CRM Messages (unread threads)
+        $unreadThreads = CrmThread::forBusiness($business->id)
+            ->where('status', 'open')
+            ->where('is_read', false)
+            ->with(['contact:id,name,email'])
+            ->orderBy('last_message_at', 'desc')
+            ->limit(5)
+            ->get();
+
+        foreach ($unreadThreads as $thread) {
+            $messages[] = [
+                'type' => 'message',
+                'label' => $thread->contact->name ?? $thread->contact->email ?? 'Unknown contact',
+                'preview' => $thread->last_message_preview ?? 'New message',
+                'time' => $thread->last_message_at?->diffForHumans() ?? 'Recently',
+                'link' => route('seller.business.crm.threads.show', [$business->slug, $thread->hashid]),
+            ];
+        }
+
+        // Sort overdue by age (most overdue first)
+        usort($overdue, fn ($a, $b) => $a['age'] <=> $b['age']);
+
+        // Sort upcoming by days until due
+        usort($upcoming, fn ($a, $b) => $a['days_until'] <=> $b['days_until']);
+
+        return [
+            'overdue' => $overdue,
+            'upcoming' => $upcoming,
+            'messages' => $messages,
+        ];
+    }
+
+    /**
+     * Get summary data for dashboard hub tiles
+     * Each tile shows key metrics with a link to the detail page
+     */
+    protected function getHubTilesData(Business $business, $user): array
+    {
+        $cacheKey = "dashboard_hub_tiles:{$business->id}:{$user->id}";
+
+        return Cache::remember($cacheKey, 60, function () use ($business) {
+            // Inbox (CRM Threads)
+            $inboxStats = CrmThread::forBusiness($business->id)
+                ->selectRaw("
+                    SUM(CASE WHEN status = 'open' THEN 1 ELSE 0 END) as open_count,
+                    SUM(CASE WHEN status = 'open' AND is_read = false THEN 1 ELSE 0 END) as unread_count,
+                    SUM(CASE WHEN status = 'open' AND priority = 'urgent' THEN 1 ELSE 0 END) as urgent_count
+                ")
+                ->first();
+
+            // Deals
+            $dealStats = CrmDeal::forBusiness($business->id)
+                ->selectRaw("
+                    SUM(CASE WHEN status = 'open' THEN 1 ELSE 0 END) as open_count,
+                    SUM(CASE WHEN status = 'open' THEN value ELSE 0 END) as pipeline_value,
+                    SUM(CASE WHEN status = 'won' AND EXTRACT(MONTH FROM actual_close_date) = ? AND EXTRACT(YEAR FROM actual_close_date) = ? THEN value ELSE 0 END) as won_this_month
+                ", [now()->month, now()->year])
+                ->first();
+
+            // Tasks
+            $taskStats = CrmTask::where('seller_business_id', $business->id)
+                ->selectRaw('
+                    SUM(CASE WHEN completed_at IS NULL THEN 1 ELSE 0 END) as pending_count,
+                    SUM(CASE WHEN completed_at IS NULL AND DATE(due_at) = CURRENT_DATE THEN 1 ELSE 0 END) as due_today,
+                    SUM(CASE WHEN completed_at IS NULL AND due_at < NOW() THEN 1 ELSE 0 END) as overdue_count
+                ')
+                ->first();
+
+            // Calendar/Meetings (upcoming in next 7 days)
+            $upcomingMeetings = CrmMeetingBooking::where('business_id', $business->id)
+                ->where('status', 'scheduled')
+                ->where('start_at', '>=', now())
+                ->where('start_at', '<=', now()->addDays(7))
+                ->count();
+
+            $todayMeetings = CrmMeetingBooking::where('business_id', $business->id)
+                ->where('status', 'scheduled')
+                ->whereDate('start_at', today())
+                ->count();
+
+            // Buyer Intelligence
+            $buyerStats = [
+                'total' => 0,
+                'at_risk' => 0,
+                'high_value' => 0,
+            ];
+
+            if (class_exists(BuyerEngagementScore::class)) {
+                $buyerStats = [
+                    'total' => BuyerEngagementScore::forBusiness($business->id)->count(),
+                    'at_risk' => BuyerEngagementScore::forBusiness($business->id)->where('engagement_level', 'cold')->count(),
+                    'high_value' => BuyerEngagementScore::forBusiness($business->id)->highValue()->count(),
+                ];
+            }
+
+            // Team Performance (SLA)
+            $slaMetrics = ['compliance_rate' => 100, 'avg_response_time' => 0];
+            try {
+                $slaService = app(CrmSlaService::class);
+                $slaMetrics = $slaService->getMetrics($business->id, 30);
+            } catch (\Exception $e) {
+                // SLA service not available
+            }
+
+            // Orchestrator tasks count
+            $orchestratorTasks = 0;
+            try {
+                $orchestratorData = (new \App\Http\Controllers\Seller\OrchestratorController)->getWidgetData($business);
+                $orchestratorTasks = $orchestratorData['total_count'] ?? 0;
+            } catch (\Exception $e) {
+                // Orchestrator not available
+            }
+
+            return [
+                'inbox' => [
+                    'open' => $inboxStats->open_count ?? 0,
+                    'unread' => $inboxStats->unread_count ?? 0,
+                    'urgent' => $inboxStats->urgent_count ?? 0,
+                    'route' => 'seller.business.crm.threads.index',
+                ],
+                'deals' => [
+                    'open' => $dealStats->open_count ?? 0,
+                    'pipeline_value' => $dealStats->pipeline_value ?? 0,
+                    'won_this_month' => $dealStats->won_this_month ?? 0,
+                    'route' => 'seller.business.crm.deals.index',
+                ],
+                'tasks' => [
+                    'pending' => $taskStats->pending_count ?? 0,
+                    'due_today' => $taskStats->due_today ?? 0,
+                    'overdue' => $taskStats->overdue_count ?? 0,
+                    'route' => 'seller.business.crm.tasks.index',
+                ],
+                'calendar' => [
+                    'upcoming' => $upcomingMeetings,
+                    'today' => $todayMeetings,
+                    'route' => 'seller.business.crm.calendar.index',
+                ],
+                'buyers' => [
+                    'total' => $buyerStats['total'],
+                    'at_risk' => $buyerStats['at_risk'],
+                    'high_value' => $buyerStats['high_value'],
+                    'route' => 'seller.business.buyer-intelligence.index',
+                ],
+                'team' => [
+                    'sla_compliance' => $slaMetrics['compliance_rate'] ?? 100,
+                    'avg_response_time' => $slaMetrics['avg_response_time'] ?? 0,
+                    'route' => 'seller.business.crm.dashboard.team',
+                ],
+                'orchestrator' => [
+                    'tasks' => $orchestratorTasks,
+                    'route' => 'seller.business.orchestrator.index',
+                ],
+                'analytics' => [
+                    'route' => 'seller.business.dashboard.analytics',
+                ],
+            ];
+        });
+    }
 }

app/Http/Controllers/OrderController.php

@@ -73,15 +73,27 @@ class OrderController extends Controller
         if ($request->filled('search')) {
             $search = $request->search;
             $query->where(function ($q) use ($search) {
-                $q->where('order_number', 'like', "%{$search}%")
+                $q->where('order_number', 'ILIKE', "%{$search}%")
                     ->orWhereHas('business', function ($q) use ($search) {
-                        $q->where('name', 'like', "%{$search}%");
+                        $q->where('name', 'ILIKE', "%{$search}%");
                     });
             });
         }
 
         $orders = $query->paginate(20)->withQueryString();
 
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $orders->map(fn ($o) => [
+                    'order_number' => $o->order_number,
+                    'name' => $o->order_number.' - '.$o->business->name,
+                    'customer' => $o->business->name,
+                    'status' => $o->status,
+                ])->values()->toArray(),
+            ]);
+        }
+
         return view('seller.orders.index', compact('orders', 'business'));
     }
 

app/Http/Controllers/Portal/CampaignController.php

@@ -0,0 +1,249 @@
+<?php
+
+namespace App\Http\Controllers\Portal;
+
+use App\Http\Controllers\Controller;
+use App\Jobs\SendMarketingCampaignJob;
+use App\Models\Branding\BusinessBrandingSetting;
+use App\Models\Business;
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\Marketing\MarketingList;
+use App\Models\Marketing\MarketingPromo;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+
+class CampaignController extends Controller
+{
+    public function index(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        $campaigns = MarketingCampaign::where('business_id', $business->id)
+            ->with('list')
+            ->when($request->status, fn ($q, $status) => $q->where('status', $status))
+            ->when($request->channel, fn ($q, $channel) => $q->where('channel', $channel))
+            ->latest()
+            ->paginate(15);
+
+        $statuses = [
+            'draft' => 'Draft',
+            'scheduled' => 'Scheduled',
+            'sending' => 'Sending',
+            'sent' => 'Sent',
+            'completed' => 'Completed',
+            'cancelled' => 'Cancelled',
+            'failed' => 'Failed',
+        ];
+
+        $channels = MarketingCampaign::CHANNELS;
+
+        return view('portal.campaigns.index', compact(
+            'business',
+            'branding',
+            'campaigns',
+            'statuses',
+            'channels'
+        ));
+    }
+
+    public function create(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        // Get lists for this business
+        $lists = MarketingList::where('business_id', $business->id)
+            ->withCount('contacts')
+            ->orderBy('name')
+            ->get();
+
+        // Pre-populate from promo if provided
+        $promo = null;
+        if ($request->query('promo_id')) {
+            $promo = MarketingPromo::where('business_id', $business->id)
+                ->find($request->query('promo_id'));
+        }
+
+        // Pre-select channel if provided
+        $preselectedChannel = $request->query('channel', 'email');
+
+        $channels = MarketingCampaign::CHANNELS;
+
+        return view('portal.campaigns.create', compact(
+            'business',
+            'branding',
+            'lists',
+            'promo',
+            'preselectedChannel',
+            'channels'
+        ));
+    }
+
+    public function store(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'channel' => 'required|in:email,sms',
+            'list_id' => 'required|exists:marketing_lists,id',
+            'subject' => 'required_if:channel,email|nullable|string|max:255',
+            'body' => 'required|string',
+            'send_at' => 'nullable|date|after:now',
+            'promo_id' => 'nullable|exists:marketing_promos,id',
+        ]);
+
+        // Verify list belongs to this business
+        $list = MarketingList::where('business_id', $business->id)
+            ->findOrFail($validated['list_id']);
+
+        // Build campaign data
+        $campaignData = [
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'channel' => $validated['channel'],
+            'list_id' => $list->id,
+            'subject' => $validated['subject'] ?? null,
+            'body' => $validated['body'],
+            'status' => 'draft',
+            'created_by' => Auth::id(),
+            // Use branding defaults for from fields
+            'from_name' => $branding->effective_from_name,
+            'from_email' => $branding->effective_from_email,
+        ];
+
+        // Link to promo if provided
+        if (! empty($validated['promo_id'])) {
+            $promo = MarketingPromo::where('business_id', $business->id)
+                ->find($validated['promo_id']);
+
+            if ($promo) {
+                $campaignData['source_type'] = 'promo';
+                $campaignData['source_id'] = $promo->id;
+            }
+        }
+
+        // Set schedule if provided
+        if (! empty($validated['send_at'])) {
+            $campaignData['send_at'] = $validated['send_at'];
+            $campaignData['status'] = 'scheduled';
+        }
+
+        $campaign = MarketingCampaign::create($campaignData);
+
+        if ($campaign->status === 'scheduled') {
+            return redirect()
+                ->route('portal.campaigns.show', [$business->slug, $campaign])
+                ->with('success', 'Campaign scheduled successfully.');
+        }
+
+        return redirect()
+            ->route('portal.campaigns.show', [$business->slug, $campaign])
+            ->with('success', 'Campaign created as draft. Review and send when ready.');
+    }
+
+    public function show(Request $request, Business $business, MarketingCampaign $campaign)
+    {
+        // Ensure campaign belongs to this business
+        if ($campaign->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $branding = BusinessBrandingSetting::forBusiness($business);
+        $campaign->load(['list', 'logs']);
+
+        // Get stats
+        $stats = [
+            'total_recipients' => $campaign->total_recipients,
+            'sent' => $campaign->total_sent,
+            'delivered' => $campaign->total_delivered,
+            'opened' => $campaign->total_opened,
+            'clicked' => $campaign->total_clicked,
+            'failed' => $campaign->total_failed,
+        ];
+
+        return view('portal.campaigns.show', compact(
+            'business',
+            'branding',
+            'campaign',
+            'stats'
+        ));
+    }
+
+    public function sendNow(Request $request, Business $business, MarketingCampaign $campaign)
+    {
+        // Ensure campaign belongs to this business
+        if ($campaign->business_id !== $business->id) {
+            abort(404);
+        }
+
+        if (! in_array($campaign->status, ['draft', 'scheduled'])) {
+            return back()->with('error', 'This campaign cannot be sent.');
+        }
+
+        // Count recipients
+        $recipientCount = $campaign->list?->contacts()->count() ?? 0;
+
+        if ($recipientCount === 0) {
+            return back()->with('error', 'No recipients in the selected list.');
+        }
+
+        // Update campaign
+        $campaign->update([
+            'status' => 'sending',
+            'total_recipients' => $recipientCount,
+            'sent_at' => now(),
+        ]);
+
+        // Dispatch job
+        SendMarketingCampaignJob::dispatch($campaign);
+
+        return redirect()
+            ->route('portal.campaigns.show', [$business->slug, $campaign])
+            ->with('success', "Campaign is now sending to {$recipientCount} recipients.");
+    }
+
+    public function schedule(Request $request, Business $business, MarketingCampaign $campaign)
+    {
+        // Ensure campaign belongs to this business
+        if ($campaign->business_id !== $business->id) {
+            abort(404);
+        }
+
+        if ($campaign->status !== 'draft') {
+            return back()->with('error', 'Only draft campaigns can be scheduled.');
+        }
+
+        $validated = $request->validate([
+            'send_at' => 'required|date|after:now',
+        ]);
+
+        $campaign->update([
+            'status' => 'scheduled',
+            'send_at' => $validated['send_at'],
+        ]);
+
+        return redirect()
+            ->route('portal.campaigns.show', [$business->slug, $campaign])
+            ->with('success', 'Campaign scheduled for '.$campaign->send_at->format('M j, Y g:i A'));
+    }
+
+    public function cancel(Request $request, Business $business, MarketingCampaign $campaign)
+    {
+        // Ensure campaign belongs to this business
+        if ($campaign->business_id !== $business->id) {
+            abort(404);
+        }
+
+        if (! in_array($campaign->status, ['draft', 'scheduled'])) {
+            return back()->with('error', 'This campaign cannot be cancelled.');
+        }
+
+        $campaign->update([
+            'status' => 'cancelled',
+        ]);
+
+        return redirect()
+            ->route('portal.campaigns.index', $business->slug)
+            ->with('success', 'Campaign cancelled.');
+    }
+}

app/Http/Controllers/Portal/DashboardController.php

@@ -0,0 +1,80 @@
+<?php
+
+namespace App\Http\Controllers\Portal;
+
+use App\Http\Controllers\Controller;
+use App\Models\Branding\BusinessBrandingSetting;
+use App\Models\Business;
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\Marketing\MarketingPromo;
+use App\Services\Marketing\PromoRecommendationService;
+use Illuminate\Http\Request;
+
+class DashboardController extends Controller
+{
+    public function __construct(
+        protected PromoRecommendationService $promoService
+    ) {}
+
+    public function index(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        // Get recommended promos for this business
+        $recommendedPromos = collect();
+        try {
+            // Get store external IDs for this business if available
+            $storeExternalIds = $business->cannaiqStores()
+                ->pluck('external_id')
+                ->toArray();
+
+            if (! empty($storeExternalIds)) {
+                $recommendations = $this->promoService->getRecommendations(
+                    $business,
+                    $storeExternalIds[0] ?? null,
+                    limit: 5
+                );
+                $recommendedPromos = collect($recommendations['recommendations'] ?? []);
+            }
+        } catch (\Exception $e) {
+            // CannaiQ not configured or error - that's fine, show empty
+        }
+
+        // Get recent campaigns for this business
+        $recentCampaigns = MarketingCampaign::where('business_id', $business->id)
+            ->with('list')
+            ->latest()
+            ->limit(5)
+            ->get();
+
+        // Get active promos
+        $activePromos = MarketingPromo::forBusiness($business->id)
+            ->currentlyActive()
+            ->with('brand')
+            ->limit(5)
+            ->get();
+
+        // Get campaign stats
+        $campaignStats = [
+            'total' => MarketingCampaign::where('business_id', $business->id)->count(),
+            'sent' => MarketingCampaign::where('business_id', $business->id)
+                ->whereIn('status', ['sent', 'completed'])
+                ->count(),
+            'draft' => MarketingCampaign::where('business_id', $business->id)
+                ->where('status', 'draft')
+                ->count(),
+            'scheduled' => MarketingCampaign::where('business_id', $business->id)
+                ->where('status', 'scheduled')
+                ->count(),
+        ];
+
+        return view('portal.dashboard', compact(
+            'business',
+            'branding',
+            'recommendedPromos',
+            'recentCampaigns',
+            'activePromos',
+            'campaignStats'
+        ));
+    }
+}

app/Http/Controllers/Portal/ListController.php

@@ -0,0 +1,83 @@
+<?php
+
+namespace App\Http\Controllers\Portal;
+
+use App\Http\Controllers\Controller;
+use App\Models\Branding\BusinessBrandingSetting;
+use App\Models\Business;
+use App\Models\Marketing\MarketingList;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+
+class ListController extends Controller
+{
+    public function index(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        $lists = MarketingList::where('business_id', $business->id)
+            ->withCount('contacts')
+            ->orderBy('name')
+            ->paginate(15);
+
+        return view('portal.lists.index', compact(
+            'business',
+            'branding',
+            'lists'
+        ));
+    }
+
+    public function create(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+        $types = MarketingList::getTypes();
+
+        return view('portal.lists.create', compact(
+            'business',
+            'branding',
+            'types'
+        ));
+    }
+
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'description' => 'nullable|string',
+            'type' => 'required|in:static,smart',
+        ]);
+
+        $list = MarketingList::create([
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'description' => $validated['description'],
+            'type' => $validated['type'],
+            'created_by' => Auth::id(),
+        ]);
+
+        return redirect()
+            ->route('portal.lists.show', [$business->slug, $list])
+            ->with('success', 'List created successfully.');
+    }
+
+    public function show(Request $request, Business $business, MarketingList $list)
+    {
+        // Ensure list belongs to this business
+        if ($list->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        $contacts = $list->contacts()
+            ->orderBy('created_at', 'desc')
+            ->paginate(25);
+
+        return view('portal.lists.show', compact(
+            'business',
+            'branding',
+            'list',
+            'contacts'
+        ));
+    }
+}

app/Http/Controllers/Portal/PromoController.php

@@ -0,0 +1,75 @@
+<?php
+
+namespace App\Http\Controllers\Portal;
+
+use App\Http\Controllers\Controller;
+use App\Models\Branding\BusinessBrandingSetting;
+use App\Models\Business;
+use App\Models\Marketing\MarketingPromo;
+use App\Services\Marketing\PromoRecommendationService;
+use Illuminate\Http\Request;
+
+class PromoController extends Controller
+{
+    public function __construct(
+        protected PromoRecommendationService $promoService
+    ) {}
+
+    public function index(Request $request, Business $business)
+    {
+        $branding = BusinessBrandingSetting::forBusiness($business);
+
+        // Get recommended promos from CannaiQ
+        $recommendedPromos = collect();
+        try {
+            $storeExternalIds = $business->cannaiqStores()
+                ->pluck('external_id')
+                ->toArray();
+
+            if (! empty($storeExternalIds)) {
+                $recommendations = $this->promoService->getRecommendations(
+                    $business,
+                    $storeExternalIds[0] ?? null,
+                    limit: 20
+                );
+                $recommendedPromos = collect($recommendations['recommendations'] ?? []);
+            }
+        } catch (\Exception $e) {
+            // CannaiQ not available
+        }
+
+        // Get existing promos for this business
+        $existingPromos = MarketingPromo::forBusiness($business->id)
+            ->with('brand')
+            ->when($request->status, fn ($q, $status) => $q->where('status', $status))
+            ->latest()
+            ->paginate(12);
+
+        $statuses = MarketingPromo::getStatuses();
+
+        return view('portal.promos.index', compact(
+            'business',
+            'branding',
+            'recommendedPromos',
+            'existingPromos',
+            'statuses'
+        ));
+    }
+
+    public function show(Request $request, Business $business, MarketingPromo $promo)
+    {
+        // Ensure promo belongs to this business
+        if ($promo->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $branding = BusinessBrandingSetting::forBusiness($business);
+        $promo->load('brand');
+
+        return view('portal.promos.show', compact(
+            'business',
+            'branding',
+            'promo'
+        ));
+    }
+}

app/Http/Controllers/Seller/BatchController.php

@@ -80,7 +80,7 @@ class BatchController extends Controller
             ->where('quantity_available', '>', 0)
             ->where('is_active', true)
             ->where('is_quarantined', false)
-            ->with('component')
+            ->with('product')
             ->orderBy('batch_number')
             ->get()
             ->map(function ($batch) {
@@ -102,17 +102,28 @@ class BatchController extends Controller
         $maxValue = ($request->cannabinoid_unit ?? '%') === '%' ? 100 : 1000;
 
         $validated = $request->validate([
-            'product_id' => 'required|exists:products,id',
+            // Accept either product_id or component_id (form sends component_id)
+            'product_id' => 'required_without:component_id|exists:products,id',
+            'component_id' => 'required_without:product_id|exists:products,id',
+            'batch_type' => 'nullable|string|in:component,homogenized',
             'cannabinoid_unit' => 'nullable|string|in:%,MG/ML,MG/G,MG/UNIT',
-            'batch_number' => 'nullable|string|max:100|unique:batches,batch_number',
-            'quantity_produced' => 'nullable|integer|min:0',
+            'batch_number' => 'required|string|max:100|unique:batches,batch_number',
+            'internal_code' => 'nullable|string|max:100',
+            // Accept either quantity_produced or quantity_total (form sends quantity_total)
+            'quantity_produced' => 'nullable|numeric|min:0',
+            'quantity_total' => 'nullable|numeric|min:0',
+            'quantity_remaining' => 'nullable|numeric|min:0',
+            'quantity_unit' => 'nullable|string|max:50',
             'quantity_allocated' => 'nullable|integer|min:0',
             'expiration_date' => 'nullable|date',
-            'is_active' => 'nullable|boolean',
+            'is_active' => 'nullable',
             'production_date' => 'nullable|date',
+            'harvest_date' => 'nullable|date',
+            'package_date' => 'nullable|date',
             'test_date' => 'nullable|date',
             'test_id' => 'nullable|string|max:100',
             'lot_number' => 'nullable|string|max:100',
+            'license_number' => 'nullable|string|max:255',
             'lab_name' => 'nullable|string|max:255',
             'thc_percentage' => "nullable|numeric|min:0|max:{$maxValue}",
             'thca_percentage' => "nullable|numeric|min:0|max:{$maxValue}",
@@ -126,10 +137,18 @@ class BatchController extends Controller
             'coa_files.*' => 'nullable|file|mimes:pdf,jpg,jpeg,png|max:10240', // 10MB max per file
         ]);
 
+        // Map component_id to product_id if provided
+        $productId = $validated['product_id'] ?? $validated['component_id'];
+
         // Verify product belongs to this business
         $product = Product::whereHas('brand', function ($query) use ($business) {
             $query->where('business_id', $business->id);
-        })->findOrFail($validated['product_id']);
+        })->findOrFail($productId);
+
+        // Map form fields to model fields
+        $validated['product_id'] = $productId;
+        $validated['quantity_produced'] = $validated['quantity_total'] ?? $validated['quantity_produced'] ?? 0;
+        $validated['quantity_available'] = $validated['quantity_remaining'] ?? $validated['quantity_produced'];
 
         // Set business_id and defaults
         $validated['business_id'] = $business->id;

app/Http/Controllers/Seller/BrandController.php

@@ -9,12 +9,14 @@ use App\Http\Requests\UpdateBrandRequest;
 use App\Models\Brand;
 use App\Models\BrandOrchestratorProfile;
 use App\Models\Business;
+use App\Models\Crm\CrmChannel;
 use App\Models\Menu;
 use App\Models\OrchestratorTask;
 use App\Models\PromoRecommendation;
 use App\Models\Promotion;
 use App\Services\Promo\InBrandPromoHelper;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Cache;
 use Illuminate\Support\Facades\Gate;
 use Illuminate\Support\Facades\Storage;
 use Illuminate\Support\Str;
@@ -42,7 +44,29 @@ class BrandController extends Controller
             ->orderBy('name')
             ->get();
 
-        return view('seller.brands.index', compact('business', 'brands'));
+        // Pre-compute expensive operations for Alpine.js (prevents N+1 route() calls in Blade)
+        $brandsJson = $brands->filter(fn ($brand) => $brand->hashid)->map(function ($brand) use ($business) {
+            return [
+                'id' => $brand->id,
+                'hashid' => $brand->hashid,
+                'name' => $brand->name,
+                'tagline' => $brand->tagline,
+                'logo_url' => $brand->hasLogo() ? $brand->getLogoUrl(160) : null,
+                'is_active' => $brand->is_active,
+                'is_public' => $brand->is_public,
+                'is_featured' => $brand->is_featured,
+                'products_count' => $brand->products_count ?? 0,
+                'updated_at' => $brand->updated_at?->diffForHumans(),
+                'website_url' => $brand->website_url,
+                'preview_url' => route('seller.business.brands.preview', [$business->slug, $brand]),
+                'dashboard_url' => route('seller.business.brands.dashboard', [$business->slug, $brand]),
+                'stats_url' => route('seller.business.brands.stats', [$business->slug, $brand]),
+                'edit_url' => route('seller.business.brands.edit', [$business->slug, $brand]),
+                'isNewBrand' => $brand->created_at && $brand->created_at->diffInDays(now()) <= 30,
+            ];
+        })->values();
+
+        return view('seller.brands.index', compact('business', 'brands', 'brandsJson'));
     }
 
     /**
@@ -145,121 +169,179 @@ class BrandController extends Controller
     {
         $this->authorize('view', [$brand, $business]);
 
-        // Load relationships
+        // Determine active tab - only load data for that tab
+        $activeTab = $request->input('tab', 'overview');
+
+        // Load minimal brand data with products for metrics display
         $brand->load(['business', 'products']);
 
-        // Get stats data for Analytics tab (default to this month)
-        $preset = $request->input('preset', 'this_month');
-        $startDate = null;
-        $endDate = null;
-
-        switch ($preset) {
-            case 'this_week':
-                $startDate = now()->startOfWeek();
-                $endDate = now()->endOfWeek();
-                break;
-            case 'last_week':
-                $startDate = now()->subWeek()->startOfWeek();
-                $endDate = now()->subWeek()->endOfWeek();
-                break;
-            case 'this_month':
-                $startDate = now()->startOfMonth();
-                $endDate = now()->endOfMonth();
-                break;
-            case 'last_month':
-                $startDate = now()->subMonth()->startOfMonth();
-                $endDate = now()->subMonth()->endOfMonth();
-                break;
-            case 'this_year':
-                $startDate = now()->startOfYear();
-                $endDate = now()->endOfYear();
-                break;
-            case 'custom':
-                $startDate = $request->input('start_date') ? \Carbon\Carbon::parse($request->input('start_date'))->startOfDay() : now()->startOfMonth();
-                $endDate = $request->input('end_date') ? \Carbon\Carbon::parse($request->input('end_date'))->endOfDay() : now();
-                break;
-            case 'all_time':
-            default:
-                // Query from earliest order for this brand, or default to brand creation date if no orders
-                $earliestOrder = \App\Models\Order::whereHas('items.product', function ($query) use ($brand) {
-                    $query->where('brand_id', $brand->id);
-                })->oldest('created_at')->first();
-
-                // If no orders, use the brand's creation date as the starting point
-                $startDate = $earliestOrder
-                    ? $earliestOrder->created_at->startOfDay()
-                    : ($brand->created_at ? $brand->created_at->startOfDay() : now()->subYears(3)->startOfDay());
-                $endDate = now()->endOfDay();
-                break;
-        }
-
-        // Calculate stats for analytics tab
-        $stats = $this->calculateBrandStats($brand, $startDate, $endDate);
-
-        // Load promotions filtered by brand
-        $promotions = Promotion::where('business_id', $business->id)
-            ->where('brand_id', $brand->id)
-            ->withCount('products')
-            ->orderBy('created_at', 'desc')
-            ->get();
-
-        // Load upcoming promotions (scheduled within next 7 days)
-        $upcomingPromotions = Promotion::where('business_id', $business->id)
-            ->where('brand_id', $brand->id)
-            ->upcomingWithinDays(7)
-            ->withCount('products')
-            ->orderBy('starts_at', 'asc')
-            ->get();
-
-        // Load active promotions for quick display
-        $activePromotions = Promotion::where('business_id', $business->id)
-            ->where('brand_id', $brand->id)
-            ->active()
-            ->withCount('products')
-            ->orderBy('ends_at', 'asc')
-            ->get();
-
-        // Load menus filtered by brand
-        $menus = Menu::where('business_id', $business->id)
-            ->where('brand_id', $brand->id)
-            ->withCount('products')
-            ->orderBy('created_at', 'desc')
-            ->get();
-
-        // Load promo recommendations for this brand
-        $recommendations = PromoRecommendation::where('business_id', $business->id)
-            ->where('brand_id', $brand->id)
-            ->pending()
-            ->notExpired()
-            ->with(['product'])
-            ->orderByRaw("
-                CASE
-                    WHEN priority = 'high' THEN 1
-                    WHEN priority = 'medium' THEN 2
-                    WHEN priority = 'low' THEN 3
-                    ELSE 4
-                END
-            ")
-            ->orderByDesc('confidence')
-            ->get();
-
-        // Load all brands for the brand selector dropdown
+        // Load all brands for the brand selector dropdown (lightweight, always needed)
         $brands = $business->brands()
             ->where('is_active', true)
             ->withCount('products')
             ->orderBy('name')
             ->get();
 
-        // Load products for this brand (newest first) with pagination
+        // Get date range for stats (used by overview and analytics)
+        $preset = $request->input('preset', 'this_month');
+        [$startDate, $endDate] = $this->getDateRangeForPreset($preset, $request, $brand);
+
+        // Initialize empty data - will be populated based on active tab
+        $viewData = [
+            'business' => $business,
+            'brand' => $brand,
+            'brands' => $brands,
+            'preset' => $preset,
+            'startDate' => $startDate,
+            'endDate' => $endDate,
+            'activeTab' => $activeTab,
+            // Empty defaults for all tab data
+            'promotions' => collect(),
+            'activePromotions' => collect(),
+            'upcomingPromotions' => collect(),
+            'recommendations' => collect(),
+            'menus' => collect(),
+            'products' => collect(),
+            'productsPagination' => [],
+            'productsPaginator' => null,
+            'collections' => collect(),
+            'brandInsights' => [],
+            // Empty stats defaults
+            'totalOrders' => 0,
+            'totalRevenue' => 0,
+            'totalUnits' => 0,
+            'avgOrderValue' => 0,
+            'totalProducts' => 0,
+            'activeProducts' => 0,
+            'revenueChange' => 0,
+            'ordersChange' => 0,
+            'revenueByDay' => collect(),
+            'productStats' => collect(),
+            'bestSellingSku' => null,
+            'topBuyers' => collect(),
+        ];
+
+        // Load data based on active tab
+        switch ($activeTab) {
+            case 'overview':
+                $viewData = array_merge($viewData, $this->loadOverviewTabData($brand, $business, $startDate, $endDate));
+                break;
+            case 'products':
+                $viewData = array_merge($viewData, $this->loadProductsTabData($brand, $business, $request));
+                break;
+            case 'promotions':
+                $viewData = array_merge($viewData, $this->loadPromotionsTabData($brand, $business));
+                break;
+            case 'menus':
+                $viewData = array_merge($viewData, $this->loadMenusTabData($brand, $business));
+                break;
+            case 'analytics':
+                $viewData = array_merge($viewData, $this->loadAnalyticsTabData($brand, $business, $startDate, $endDate, $preset));
+                break;
+            case 'settings':
+            case 'storefront':
+            case 'collections':
+                // These tabs don't need additional data loading
+                break;
+        }
+
+        return view('seller.brands.dashboard', $viewData);
+    }
+
+    /**
+     * Get date range based on preset selection.
+     */
+    private function getDateRangeForPreset(string $preset, Request $request, Brand $brand): array
+    {
+        switch ($preset) {
+            case 'this_week':
+                return [now()->startOfWeek(), now()->endOfWeek()];
+            case 'last_week':
+                return [now()->subWeek()->startOfWeek(), now()->subWeek()->endOfWeek()];
+            case 'this_month':
+                return [now()->startOfMonth(), now()->endOfMonth()];
+            case 'last_month':
+                return [now()->subMonth()->startOfMonth(), now()->subMonth()->endOfMonth()];
+            case 'this_year':
+                return [now()->startOfYear(), now()->endOfYear()];
+            case 'custom':
+                $startDate = $request->input('start_date') ? \Carbon\Carbon::parse($request->input('start_date'))->startOfDay() : now()->startOfMonth();
+                $endDate = $request->input('end_date') ? \Carbon\Carbon::parse($request->input('end_date'))->endOfDay() : now();
+
+                return [$startDate, $endDate];
+            case 'all_time':
+            default:
+                $earliestOrder = \App\Models\Order::whereHas('items.product', function ($query) use ($brand) {
+                    $query->where('brand_id', $brand->id);
+                })->oldest('created_at')->first();
+
+                $startDate = $earliestOrder
+                    ? $earliestOrder->created_at->startOfDay()
+                    : ($brand->created_at ? $brand->created_at->startOfDay() : now()->subYears(3)->startOfDay());
+
+                return [$startDate, now()->endOfDay()];
+        }
+    }
+
+    /**
+     * Load data for Overview tab (lightweight stats + insights).
+     */
+    private function loadOverviewTabData(Brand $brand, Business $business, $startDate, $endDate): array
+    {
+        // Cache brand insights for 15 minutes
+        $cacheKey = "brand:{$brand->id}:insights:{$startDate->format('Y-m-d')}:{$endDate->format('Y-m-d')}";
+        $brandInsights = Cache::remember($cacheKey, 900, fn () => $this->calculateBrandInsights($brand, $business, $startDate, $endDate));
+
+        // Load active promotions for quick display (lightweight)
+        $activePromotions = Promotion::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->active()
+            ->withCount('products')
+            ->orderBy('ends_at', 'asc')
+            ->limit(5)
+            ->get();
+
+        // Load recommendations (lightweight - limit to 5)
+        $recommendations = PromoRecommendation::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->pending()
+            ->notExpired()
+            ->with(['product'])
+            ->orderByRaw("CASE WHEN priority = 'high' THEN 1 WHEN priority = 'medium' THEN 2 WHEN priority = 'low' THEN 3 ELSE 4 END")
+            ->orderByDesc('confidence')
+            ->limit(5)
+            ->get();
+
+        // Get basic counts (very fast single query)
+        $productCounts = $brand->products()
+            ->selectRaw('COUNT(*) as total, SUM(CASE WHEN is_active = true THEN 1 ELSE 0 END) as active')
+            ->first();
+
+        return [
+            'brandInsights' => $brandInsights,
+            'activePromotions' => $activePromotions,
+            'recommendations' => $recommendations,
+            'totalProducts' => $productCounts->total ?? 0,
+            'activeProducts' => $productCounts->active ?? 0,
+        ];
+    }
+
+    /**
+     * Load data for Products tab.
+     */
+    private function loadProductsTabData(Brand $brand, Business $business, Request $request): array
+    {
         $perPage = $request->get('per_page', 50);
         $productsPaginator = $brand->products()
+            ->whereNotNull('hashid')
+            ->where('hashid', '!=', '')
             ->with('images')
             ->orderBy('created_at', 'desc')
             ->paginate($perPage);
 
         $products = $productsPaginator->getCollection()
+            ->filter(fn ($product) => ! empty($product->hashid))
             ->map(function ($product) use ($business, $brand) {
-                // Set brand relationship so getImageUrl() can fall back to brand logo
                 $product->setRelation('brand', $brand);
 
                 return [
@@ -275,35 +357,101 @@ class BrandController extends Controller
                     'edit_url' => route('seller.business.products.edit', [$business->slug, $product->hashid]),
                     'preview_url' => route('seller.business.products.preview', [$business->slug, $product->hashid]),
                 ];
-            });
+            })
+            ->values();
 
-        // Pagination info for the view
-        $productsPagination = [
-            'current_page' => $productsPaginator->currentPage(),
-            'last_page' => $productsPaginator->lastPage(),
-            'per_page' => $productsPaginator->perPage(),
-            'total' => $productsPaginator->total(),
-            'from' => $productsPaginator->firstItem(),
-            'to' => $productsPaginator->lastItem(),
-        ];
-
-        return view('seller.brands.dashboard', array_merge($stats, [
-            'business' => $business,
-            'brand' => $brand,
-            'brands' => $brands,
-            'preset' => $preset,
-            'startDate' => $startDate,
-            'endDate' => $endDate,
-            'promotions' => $promotions,
-            'activePromotions' => $activePromotions,
-            'upcomingPromotions' => $upcomingPromotions,
-            'recommendations' => $recommendations,
-            'menus' => $menus,
+        return [
             'products' => $products,
-            'productsPagination' => $productsPagination,
+            'productsPagination' => [
+                'current_page' => $productsPaginator->currentPage(),
+                'last_page' => $productsPaginator->lastPage(),
+                'per_page' => $productsPaginator->perPage(),
+                'total' => $productsPaginator->total(),
+                'from' => $productsPaginator->firstItem(),
+                'to' => $productsPaginator->lastItem(),
+            ],
             'productsPaginator' => $productsPaginator,
-            'collections' => collect(), // Placeholder for future collections feature
-        ]));
+        ];
+    }
+
+    /**
+     * Load data for Promotions tab.
+     */
+    private function loadPromotionsTabData(Brand $brand, Business $business): array
+    {
+        $promotions = Promotion::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->withCount('products')
+            ->orderBy('created_at', 'desc')
+            ->get();
+
+        $upcomingPromotions = Promotion::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->upcomingWithinDays(7)
+            ->withCount('products')
+            ->orderBy('starts_at', 'asc')
+            ->get();
+
+        $activePromotions = Promotion::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->active()
+            ->withCount('products')
+            ->orderBy('ends_at', 'asc')
+            ->get();
+
+        return [
+            'promotions' => $promotions,
+            'upcomingPromotions' => $upcomingPromotions,
+            'activePromotions' => $activePromotions,
+        ];
+    }
+
+    /**
+     * Load data for Menus tab.
+     */
+    private function loadMenusTabData(Brand $brand, Business $business): array
+    {
+        $menus = Menu::where('business_id', $business->id)
+            ->where('brand_id', $brand->id)
+            ->withCount('products')
+            ->orderBy('created_at', 'desc')
+            ->get();
+
+        return ['menus' => $menus];
+    }
+
+    /**
+     * Load data for Analytics tab (cached for 15 minutes).
+     */
+    private function loadAnalyticsTabData(Brand $brand, Business $business, $startDate, $endDate, string $preset): array
+    {
+        // Cache stats for 15 minutes (keyed by brand + date range)
+        $cacheKey = "brand:{$brand->id}:stats:{$preset}:{$startDate->format('Y-m-d')}:{$endDate->format('Y-m-d')}";
+
+        return Cache::remember($cacheKey, 900, fn () => $this->calculateBrandStats($brand, $startDate, $endDate));
+    }
+
+    /**
+     * API endpoint for lazy-loading tab data via AJAX.
+     */
+    public function tabData(Request $request, Business $business, Brand $brand)
+    {
+        $this->authorize('view', [$brand, $business]);
+
+        $tab = $request->input('tab', 'overview');
+        $preset = $request->input('preset', 'this_month');
+        [$startDate, $endDate] = $this->getDateRangeForPreset($preset, $request, $brand);
+
+        $data = match ($tab) {
+            'overview' => $this->loadOverviewTabData($brand, $business, $startDate, $endDate),
+            'products' => $this->loadProductsTabData($brand, $business, $request),
+            'promotions' => $this->loadPromotionsTabData($brand, $business),
+            'menus' => $this->loadMenusTabData($brand, $business),
+            'analytics' => $this->loadAnalyticsTabData($brand, $business, $startDate, $endDate, $preset),
+            default => [],
+        };
+
+        return response()->json($data);
     }
 
     /**
@@ -359,7 +507,14 @@ class BrandController extends Controller
     {
         $this->authorize('update', [$brand, $business]);
 
-        return view('seller.brands.edit', compact('business', 'brand'));
+        // Get available email channels for CRM inbound routing
+        $emailChannels = CrmChannel::forBusiness($business->id)
+            ->where('type', CrmChannel::TYPE_EMAIL)
+            ->where('is_active', true)
+            ->orderBy('name')
+            ->get();
+
+        return view('seller.brands.edit', compact('business', 'brand', 'emailChannels'));
     }
 
     /**
@@ -456,6 +611,19 @@ class BrandController extends Controller
         $brand->inbound_email = $request->input('inbound_email');
         $brand->sms_number = $request->input('sms_number');
 
+        // CRM Channel Assignment (validate channel belongs to this business)
+        if ($request->has('inbound_email_channel_id')) {
+            $channelId = $request->input('inbound_email_channel_id');
+            if ($channelId) {
+                $channel = CrmChannel::where('business_id', $business->id)
+                    ->where('id', $channelId)
+                    ->first();
+                $validated['inbound_email_channel_id'] = $channel ? $channel->id : null;
+            } else {
+                $validated['inbound_email_channel_id'] = null;
+            }
+        }
+
         // Update brand
         $brand->update($validated);
 
@@ -1711,4 +1879,214 @@ class BrandController extends Controller
             ->route('seller.business.brands.index', $business->slug)
             ->with('success', 'Brand deleted successfully!');
     }
+
+    /**
+     * Calculate lightweight brand insights for the dashboard
+     */
+    private function calculateBrandInsights(Brand $brand, Business $business, $startDate, $endDate): array
+    {
+        // Eager load images to avoid N+1 and lazy loading errors
+        $products = $brand->products()->with('images')->get();
+
+        // Top Performer - product with highest revenue in date range
+        $topPerformer = null;
+        $topPerformerData = \App\Models\Order::whereHas('items.product', function ($query) use ($brand) {
+            $query->where('brand_id', $brand->id);
+        })
+            ->whereBetween('created_at', [$startDate, $endDate])
+            ->whereIn('status', ['confirmed', 'completed', 'shipped', 'delivered'])
+            ->with(['items.product' => function ($query) use ($brand) {
+                $query->where('brand_id', $brand->id);
+            }])
+            ->get()
+            ->flatMap(function ($order) use ($brand) {
+                return $order->items->filter(function ($item) use ($brand) {
+                    return $item->product && $item->product->brand_id === $brand->id;
+                });
+            })
+            ->groupBy('product_id')
+            ->map(function ($items) {
+                $product = $items->first()->product;
+
+                return [
+                    'product' => $product,
+                    'revenue' => $items->sum(function ($item) {
+                        return $item->quantity * $item->price;
+                    }),
+                    'orders' => $items->count(),
+                ];
+            })
+            ->sortByDesc('revenue')
+            ->first();
+
+        if ($topPerformerData) {
+            $topPerformer = [
+                'name' => $topPerformerData['product']->name,
+                'hashid' => $topPerformerData['product']->hashid,
+                'revenue' => $topPerformerData['revenue'],
+                'orders' => $topPerformerData['orders'],
+            ];
+        }
+
+        // Needs Attention - aggregate counts for quick issues
+        $missingImages = $products->filter(fn ($p) => empty($p->image_path) && $p->images->isEmpty())->count();
+        $hiddenProducts = $products->filter(fn ($p) => ! $p->is_active)->count();
+        $draftProducts = $products->filter(fn ($p) => $p->status === 'draft')->count();
+        // Note: Out of stock would require inventory data - hardcoded to 0 for now
+        $outOfStock = 0;
+
+        $totalIssues = $missingImages + $hiddenProducts + $draftProducts + $outOfStock;
+
+        // Visibility Issues - hidden + draft count
+        $visibilityIssues = $hiddenProducts + $draftProducts;
+
+        return [
+            'topPerformer' => $topPerformer,
+            'needsAttention' => [
+                'total' => $totalIssues,
+                'missingImages' => $missingImages,
+                'hiddenProducts' => $hiddenProducts,
+                'draftProducts' => $draftProducts,
+                'outOfStock' => $outOfStock,
+            ],
+            'visibilityIssues' => $visibilityIssues,
+        ];
+    }
+
+    /**
+     * Display brand market analysis / intelligence page.
+     *
+     * v4 endpoint with optional store_id filtering for per-store projections.
+     */
+    public function analysis(Request $request, Business $business, Brand $brand)
+    {
+        $this->authorize('view', [$brand, $business]);
+
+        // CannaiQ must be enabled to access Brand Analysis
+        if (! $business->cannaiq_enabled) {
+            return view('seller.brands.analysis-disabled', [
+                'business' => $business,
+                'brand' => $brand,
+            ]);
+        }
+
+        // v4: Get optional store_id filter for shelf value projections
+        $storeId = $request->query('store_id');
+
+        $analysisService = app(\App\Services\Cannaiq\BrandAnalysisService::class);
+        $analysis = $analysisService->getAnalysis($brand, $business, $storeId);
+
+        // Load all brands for the brand selector
+        $brands = $business->brands()
+            ->where('is_active', true)
+            ->withCount('products')
+            ->orderBy('name')
+            ->get();
+
+        // Build store list from placement data for store selector
+        $storeList = [];
+        if ((bool) $business->cannaiq_enabled) {
+            $placementStores = $analysis->placement['stores'] ?? $analysis->placement ?? [];
+            $whitespaceStores = $analysis->placement['whitespaceStores'] ?? [];
+
+            foreach ($placementStores as $store) {
+                $storeList[] = [
+                    'id' => $store['storeId'] ?? '',
+                    'name' => $store['storeName'] ?? 'Unknown',
+                    'state' => $store['state'] ?? null,
+                ];
+            }
+            foreach ($whitespaceStores as $store) {
+                $storeList[] = [
+                    'id' => $store['storeId'] ?? '',
+                    'name' => $store['storeName'] ?? 'Unknown',
+                    'state' => $store['state'] ?? null,
+                ];
+            }
+        }
+
+        return view('seller.brands.analysis', [
+            'business' => $business,
+            'brand' => $brand,
+            'brands' => $brands,
+            'analysis' => $analysis,
+            'cannaiqEnabled' => (bool) $business->cannaiq_enabled,
+            'storeList' => $storeList,
+            'selectedStoreId' => $storeId,
+        ]);
+    }
+
+    /**
+     * Refresh brand analysis data (clears cache and re-fetches).
+     */
+    public function analysisRefresh(Request $request, Business $business, Brand $brand)
+    {
+        $this->authorize('view', [$brand, $business]);
+
+        // CannaiQ must be enabled to refresh analysis
+        if (! $business->cannaiq_enabled) {
+            if ($request->wantsJson()) {
+                return response()->json([
+                    'success' => false,
+                    'message' => 'CannaiQ is not enabled for this business. Please contact support.',
+                ], 403);
+            }
+
+            return back()->with('error', 'CannaiQ is not enabled for this business.');
+        }
+
+        $analysisService = app(\App\Services\Cannaiq\BrandAnalysisService::class);
+        $analysis = $analysisService->refreshAnalysis($brand, $business);
+
+        if ($request->wantsJson()) {
+            return response()->json([
+                'success' => true,
+                'message' => 'Analysis data refreshed',
+                'data' => $analysis->toArray(),
+            ]);
+        }
+
+        return redirect()
+            ->route('seller.business.brands.analysis', [$business->slug, $brand->hashid])
+            ->with('success', 'Analysis data refreshed successfully');
+    }
+
+    /**
+     * Get store-level playbook for a specific store.
+     *
+     * Returns targeted recommendations for a single retail account.
+     */
+    public function storePlaybook(Request $request, Business $business, Brand $brand, string $storeId)
+    {
+        $this->authorize('view', [$brand, $business]);
+
+        if (! $business->cannaiq_enabled) {
+            if ($request->wantsJson()) {
+                return response()->json([
+                    'success' => false,
+                    'message' => 'CannaiQ is not enabled for this business',
+                ], 403);
+            }
+
+            return back()->with('error', 'CannaiQ is not enabled for this business');
+        }
+
+        $analysisService = app(\App\Services\Cannaiq\BrandAnalysisService::class);
+        $playbook = $analysisService->getStorePlaybook($brand, $business, $storeId);
+
+        if ($request->wantsJson()) {
+            return response()->json([
+                'success' => true,
+                'data' => $playbook,
+            ]);
+        }
+
+        // For non-JSON requests, redirect to analysis page with store selected
+        return redirect()
+            ->route('seller.business.brands.analysis', [
+                $business->slug,
+                $brand->hashid,
+                'store_id' => $storeId,
+            ]);
+    }
 }

app/Http/Controllers/Seller/BrandSwitcherController.php

@@ -18,12 +18,22 @@ class BrandSwitcherController extends Controller
     {
         $brandId = $request->input('brand_id');
         $brandHashid = $request->input('brand_hashid');
+        $redirectTo = $request->input('redirect_to');
 
         // If both are empty, clear the session (show all brands)
         if (empty($brandId) && empty($brandHashid)) {
+            // Clear cache for current user before removing session
+            $user = auth()->user();
+            $business = $user?->primaryBusiness();
+            $oldBrandId = session('selected_brand_id');
+
+            if ($user && $business && $oldBrandId) {
+                \Illuminate\Support\Facades\Cache::forget("selected_brand:{$user->id}:{$business->id}:{$oldBrandId}");
+            }
+
             session()->forget('selected_brand_id');
 
-            return back();
+            return $redirectTo ? redirect($redirectTo) : back();
         }
 
         // Verify the brand exists and belongs to user's business

app/Http/Controllers/Seller/ContactController.php

@@ -14,12 +14,17 @@ class ContactController extends Controller
 {
     /**
      * Display a listing of contacts (CRM Core)
-     * Shows all contacts who have interacted with this seller business
+     * Shows all contacts from buyer businesses (accounts)
      */
     public function index(Request $request, Business $business)
     {
-        // Get all contact IDs that have interacted with this business
-        // through orders, conversations, or messages
+        // Get all contacts from buyer businesses (accounts)
+        // This gives a complete view of all contacts in the CRM
+        $query = Contact::whereHas('business', function ($q) {
+            $q->where('type', 'buyer');
+        })->with(['business', 'user']);
+
+        // Also track which contacts have engaged for stats
         $orderContactIds = Order::whereHas('items.product.brand', function ($q) use ($business) {
             $q->where('business_id', $business->id);
         })->whereNotNull('contact_id')->pluck('contact_id');
@@ -28,11 +33,7 @@ class ContactController extends Controller
             ->whereNotNull('primary_contact_id')
             ->pluck('primary_contact_id');
 
-        $contactIds = $orderContactIds->merge($conversationContactIds)->unique();
-
-        // Build query
-        $query = Contact::whereIn('id', $contactIds)
-            ->with(['business', 'user']);
+        $engagedContactIds = $orderContactIds->merge($conversationContactIds)->unique();
 
         // Search filter
         if ($request->filled('search')) {
@@ -60,6 +61,8 @@ class ContactController extends Controller
                 $query->whereIn('id', $orderContactIds);
             } elseif ($request->activity === 'has_conversations') {
                 $query->whereIn('id', $conversationContactIds);
+            } elseif ($request->activity === 'engaged') {
+                $query->whereIn('id', $engagedContactIds);
             }
         }
 
@@ -75,12 +78,14 @@ class ContactController extends Controller
 
         $contacts = $query->paginate(20)->withQueryString();
 
-        // Get stats
+        // Get stats - count all buyer contacts and engaged contacts
+        $allBuyerContactsQuery = Contact::whereHas('business', fn ($q) => $q->where('type', 'buyer'));
         $stats = [
-            'total' => Contact::whereIn('id', $contactIds)->count(),
-            'active' => Contact::whereIn('id', $contactIds)->where('is_active', true)->count(),
-            'with_orders' => Contact::whereIn('id', $orderContactIds)->count(),
-            'with_conversations' => Contact::whereIn('id', $conversationContactIds)->count(),
+            'total' => (clone $allBuyerContactsQuery)->count(),
+            'active' => (clone $allBuyerContactsQuery)->where('is_active', true)->count(),
+            'with_orders' => $orderContactIds->count(),
+            'with_conversations' => $conversationContactIds->count(),
+            'engaged' => $engagedContactIds->count(),
         ];
 
         return view('seller.contacts.index', compact('business', 'contacts', 'stats'));

app/Http/Controllers/Seller/Crm/AccountController.php

@@ -5,8 +5,11 @@ namespace App\Http\Controllers\Seller\Crm;
 use App\Http\Controllers\Controller;
 use App\Models\Activity;
 use App\Models\Business;
+use App\Models\Contact;
 use App\Models\Crm\CrmEvent;
+use App\Models\Crm\CrmQuote;
 use App\Models\Crm\CrmTask;
+use App\Models\Invoice;
 use App\Models\SalesOpportunity;
 use App\Models\SendMenuLog;
 use Illuminate\Http\Request;
@@ -18,15 +21,154 @@ class AccountController extends Controller
      */
     public function index(Request $request, Business $business)
     {
-        $accounts = Business::where('type', 'buyer')
-            ->where('status', 'approved')
-            ->with(['contacts'])
-            ->orderBy('name')
-            ->paginate(25);
+        $query = Business::where('type', 'buyer')
+            ->with(['contacts']);
+
+        // Search filter
+        if ($request->filled('q')) {
+            $search = $request->q;
+            $query->where(function ($q) use ($search) {
+                $q->where('name', 'ILIKE', "%{$search}%")
+                    ->orWhere('dba_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('business_email', 'ILIKE', "%{$search}%");
+            });
+        }
+
+        // Status filter - default to approved, but allow viewing all
+        if ($request->filled('status') && $request->status !== 'all') {
+            $query->where('status', $request->status);
+        } else {
+            $query->where('status', 'approved');
+        }
+
+        $accounts = $query->orderBy('name')->paginate(25);
+
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $accounts->map(fn ($a) => [
+                    'slug' => $a->slug,
+                    'name' => $a->name,
+                    'email' => $a->business_email,
+                    'status' => $a->status,
+                ])->values()->toArray(),
+            ]);
+        }
 
         return view('seller.crm.accounts.index', compact('business', 'accounts'));
     }
 
+    /**
+     * Show create customer form
+     */
+    public function create(Request $request, Business $business)
+    {
+        return view('seller.crm.accounts.create', compact('business'));
+    }
+
+    /**
+     * Store a new customer (buyer business)
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'dba_name' => 'nullable|string|max:255',
+            'license_number' => 'nullable|string|max:100',
+            'business_email' => 'nullable|email|max:255',
+            'business_phone' => 'nullable|string|max:50',
+            'physical_address' => 'nullable|string|max:255',
+            'physical_city' => 'nullable|string|max:100',
+            'physical_state' => 'nullable|string|max:50',
+            'physical_zipcode' => 'nullable|string|max:20',
+            'contact_name' => 'nullable|string|max:255',
+            'contact_email' => 'nullable|email|max:255',
+            'contact_phone' => 'nullable|string|max:50',
+            'contact_title' => 'nullable|string|max:100',
+        ]);
+
+        // Create the buyer business
+        $account = Business::create([
+            'name' => $validated['name'],
+            'dba_name' => $validated['dba_name'] ?? null,
+            'license_number' => $validated['license_number'] ?? null,
+            'business_email' => $validated['business_email'] ?? null,
+            'business_phone' => $validated['business_phone'] ?? null,
+            'physical_address' => $validated['physical_address'] ?? null,
+            'physical_city' => $validated['physical_city'] ?? null,
+            'physical_state' => $validated['physical_state'] ?? null,
+            'physical_zipcode' => $validated['physical_zipcode'] ?? null,
+            'type' => 'buyer',
+            'status' => 'approved', // Auto-approve customers created by sellers
+        ]);
+
+        // Create contact if provided
+        if (! empty($validated['contact_name'])) {
+            $account->contacts()->create([
+                'first_name' => explode(' ', $validated['contact_name'])[0],
+                'last_name' => implode(' ', array_slice(explode(' ', $validated['contact_name']), 1)) ?: null,
+                'email' => $validated['contact_email'] ?? null,
+                'phone' => $validated['contact_phone'] ?? null,
+                'title' => $validated['contact_title'] ?? null,
+            ]);
+        }
+
+        // Log the creation event
+        CrmEvent::log(
+            sellerBusinessId: $business->id,
+            eventType: 'account_created',
+            summary: "Customer {$account->name} created",
+            buyerBusinessId: $account->id,
+            userId: auth()->id(),
+            channel: 'system'
+        );
+
+        // Return JSON for AJAX requests
+        if ($request->expectsJson()) {
+            return response()->json([
+                'id' => $account->id,
+                'name' => $account->name,
+                'slug' => $account->slug,
+            ]);
+        }
+
+        return redirect()
+            ->route('seller.business.crm.accounts.show', [$business->slug, $account->slug])
+            ->with('success', 'Customer created successfully.');
+    }
+
+    /**
+     * Show edit customer form
+     */
+    public function edit(Request $request, Business $business, Business $account)
+    {
+        return view('seller.crm.accounts.edit', compact('business', 'account'));
+    }
+
+    /**
+     * Update a customer (buyer business)
+     */
+    public function update(Request $request, Business $business, Business $account)
+    {
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'dba_name' => 'nullable|string|max:255',
+            'license_number' => 'nullable|string|max:100',
+            'business_email' => 'nullable|email|max:255',
+            'business_phone' => 'nullable|string|max:50',
+            'physical_address' => 'nullable|string|max:255',
+            'physical_city' => 'nullable|string|max:100',
+            'physical_state' => 'nullable|string|max:50',
+            'physical_zipcode' => 'nullable|string|max:20',
+        ]);
+
+        $account->update($validated);
+
+        return redirect()
+            ->route('seller.business.crm.accounts.show', [$business->slug, $account->slug])
+            ->with('success', 'Customer updated successfully.');
+    }
+
     /**
      * Show account details
      */
@@ -34,17 +176,37 @@ class AccountController extends Controller
     {
         $account->load(['contacts']);
 
-        // Get orders for this account from this seller
+        // Get orders for this account from this seller (with invoices)
         $orders = $account->orders()
             ->whereHas('items.product.brand', function ($q) use ($business) {
                 $q->where('business_id', $business->id);
             })
+            ->with(['invoice'])
+            ->latest()
+            ->limit(10)
+            ->get();
+
+        // Get quotes for this account
+        $quotes = CrmQuote::where('business_id', $business->id)
+            ->where('account_id', $account->id)
+            ->with(['contact', 'items'])
+            ->latest()
+            ->limit(10)
+            ->get();
+
+        // Get invoices for this account (via orders)
+        $invoices = Invoice::whereHas('order', function ($q) use ($business, $account) {
+            $q->where('business_id', $account->id)
+                ->whereHas('items.product.brand', function ($q2) use ($business) {
+                    $q2->where('business_id', $business->id);
+                });
+        })
+            ->with(['order', 'payments'])
             ->latest()
             ->limit(10)
             ->get();
 
         // Get opportunities for this account from this seller
-        // SalesOpportunity uses business_id for the buyer
         $opportunities = SalesOpportunity::where('seller_business_id', $business->id)
             ->where('business_id', $account->id)
             ->with(['stage', 'brand'])
@@ -52,7 +214,6 @@ class AccountController extends Controller
             ->get();
 
         // Get tasks related to this account
-        // CrmTask uses business_id for the buyer
         $tasks = CrmTask::where('seller_business_id', $business->id)
             ->where('business_id', $account->id)
             ->whereNull('completed_at')
@@ -98,6 +259,31 @@ class AccountController extends Controller
             ->selectRaw('COUNT(*) as open_count, COALESCE(SUM(value), 0) as pipeline_value')
             ->first();
 
+        // Financial stats from invoices
+        $financialStats = Invoice::whereHas('order', function ($q) use ($business, $account) {
+            $q->where('business_id', $account->id)
+                ->whereHas('items.product.brand', function ($q2) use ($business) {
+                    $q2->where('business_id', $business->id);
+                });
+        })
+            ->selectRaw('
+                COALESCE(SUM(amount_due), 0) as outstanding_balance,
+                COALESCE(SUM(CASE WHEN due_date < CURRENT_DATE AND amount_due > 0 THEN amount_due ELSE 0 END), 0) as past_due_amount,
+                COUNT(CASE WHEN amount_due > 0 THEN 1 END) as open_invoice_count,
+                MIN(CASE WHEN due_date < CURRENT_DATE AND amount_due > 0 THEN due_date END) as oldest_past_due_date
+            ')
+            ->first();
+
+        // Get last payment info
+        $lastPayment = \App\Models\InvoicePayment::whereHas('invoice.order', function ($q) use ($business, $account) {
+            $q->where('business_id', $account->id)
+                ->whereHas('items.product.brand', function ($q2) use ($business) {
+                    $q2->where('business_id', $business->id);
+                });
+        })
+            ->latest('payment_date')
+            ->first();
+
         $stats = [
             'total_orders' => $orderStats->total_orders ?? 0,
             'total_revenue' => $orderStats->total_revenue ?? 0,
@@ -105,11 +291,25 @@ class AccountController extends Controller
             'pipeline_value' => $opportunityStats->pipeline_value ?? 0,
         ];
 
+        $financials = [
+            'outstanding_balance' => $financialStats->outstanding_balance ?? 0,
+            'past_due_amount' => $financialStats->past_due_amount ?? 0,
+            'open_invoice_count' => $financialStats->open_invoice_count ?? 0,
+            'oldest_past_due_days' => $financialStats->oldest_past_due_date
+                ? now()->diffInDays($financialStats->oldest_past_due_date)
+                : null,
+            'last_payment_amount' => $lastPayment->amount ?? null,
+            'last_payment_date' => $lastPayment->payment_date ?? null,
+        ];
+
         return view('seller.crm.accounts.show', compact(
             'business',
             'account',
             'stats',
+            'financials',
             'orders',
+            'quotes',
+            'invoices',
             'opportunities',
             'tasks',
             'conversationEvents',
@@ -141,7 +341,15 @@ class AccountController extends Controller
      */
     public function orders(Request $request, Business $business, Business $account)
     {
-        return view('seller.crm.accounts.orders', compact('business', 'account'));
+        $orders = $account->orders()
+            ->whereHas('items.product.brand', function ($q) use ($business) {
+                $q->where('business_id', $business->id);
+            })
+            ->with(['items.product.brand'])
+            ->latest()
+            ->paginate(25);
+
+        return view('seller.crm.accounts.orders', compact('business', 'account', 'orders'));
     }
 
     /**
@@ -149,7 +357,13 @@ class AccountController extends Controller
      */
     public function activity(Request $request, Business $business, Business $account)
     {
-        return view('seller.crm.accounts.activity', compact('business', 'account'));
+        $activities = Activity::where('seller_business_id', $business->id)
+            ->where('business_id', $account->id)
+            ->with(['causer'])
+            ->latest()
+            ->paginate(50);
+
+        return view('seller.crm.accounts.activity', compact('business', 'account', 'activities'));
     }
 
     /**
@@ -182,4 +396,95 @@ class AccountController extends Controller
             ->route('seller.business.crm.accounts.show', [$business->slug, $account->slug])
             ->with('success', 'Note added successfully.');
     }
+
+    /**
+     * Store a new contact for an account
+     */
+    public function storeContact(Request $request, Business $business, Business $account)
+    {
+        $validated = $request->validate([
+            'first_name' => 'required|string|max:100',
+            'last_name' => 'nullable|string|max:100',
+            'email' => 'nullable|email|max:255',
+            'phone' => 'nullable|string|max:50',
+            'title' => 'nullable|string|max:100',
+        ]);
+
+        $contact = $account->contacts()->create($validated);
+
+        // Return JSON for AJAX requests
+        if ($request->expectsJson()) {
+            return response()->json([
+                'id' => $contact->id,
+                'first_name' => $contact->first_name,
+                'last_name' => $contact->last_name,
+                'email' => $contact->email,
+                'phone' => $contact->phone,
+                'title' => $contact->title,
+            ]);
+        }
+
+        return redirect()
+            ->route('seller.business.crm.accounts.contacts', [$business->slug, $account->slug])
+            ->with('success', 'Contact added successfully.');
+    }
+
+    /**
+     * Show edit contact form
+     */
+    public function editContact(Request $request, Business $business, Business $account, Contact $contact)
+    {
+        // Verify contact belongs to this account
+        if ($contact->business_id !== $account->id) {
+            abort(404);
+        }
+
+        return view('seller.crm.accounts.contacts-edit', compact('business', 'account', 'contact'));
+    }
+
+    /**
+     * Update a contact
+     */
+    public function updateContact(Request $request, Business $business, Business $account, Contact $contact)
+    {
+        // Verify contact belongs to this account
+        if ($contact->business_id !== $account->id) {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'first_name' => 'required|string|max:100',
+            'last_name' => 'nullable|string|max:100',
+            'email' => 'nullable|email|max:255',
+            'phone' => 'nullable|string|max:50',
+            'title' => 'nullable|string|max:100',
+            'is_active' => 'boolean',
+        ]);
+
+        // Handle checkbox - if not sent, default to false
+        $validated['is_active'] = $request->boolean('is_active');
+
+        $contact->update($validated);
+
+        return redirect()
+            ->route('seller.business.crm.accounts.contacts', [$business->slug, $account->slug])
+            ->with('success', 'Contact updated successfully.');
+    }
+
+    /**
+     * Delete a contact
+     */
+    public function destroyContact(Request $request, Business $business, Business $account, Contact $contact)
+    {
+        // Verify contact belongs to this account
+        if ($contact->business_id !== $account->id) {
+            abort(404);
+        }
+
+        $contact->delete();
+
+        return redirect()
+            ->route('seller.business.crm.accounts.contacts', [$business->slug, $account->slug])
+            ->with('success', 'Contact deleted successfully.');
+    }
 }

app/Http/Controllers/Seller/Crm/ChannelController.php

@@ -0,0 +1,196 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Crm;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\BusinessEmailIdentity;
+use App\Models\Crm\CrmChannel;
+use Illuminate\Http\Request;
+use Illuminate\Validation\Rule;
+
+class ChannelController extends Controller
+{
+    /**
+     * List all CRM channels for a business.
+     */
+    public function index(Business $business)
+    {
+        $channels = CrmChannel::forBusiness($business->id)
+            ->orderBy('type')
+            ->orderBy('name')
+            ->get();
+
+        return view('seller.crm.channels.index', compact('business', 'channels'));
+    }
+
+    /**
+     * Show the create channel form.
+     */
+    public function create(Business $business)
+    {
+        // Get available email identities
+        $emailIdentities = BusinessEmailIdentity::forBusiness($business->id)
+            ->active()
+            ->with('mailSettings')
+            ->get();
+
+        return view('seller.crm.channels.create', [
+            'business' => $business,
+            'channel' => null,
+            'emailIdentities' => $emailIdentities,
+            'types' => [
+                CrmChannel::TYPE_EMAIL => 'Email',
+                CrmChannel::TYPE_SMS => 'SMS',
+            ],
+            'departments' => CrmChannel::DEPARTMENTS,
+        ]);
+    }
+
+    /**
+     * Store a new channel.
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'name' => ['required', 'string', 'max:100'],
+            'type' => ['required', 'string', Rule::in([CrmChannel::TYPE_EMAIL, CrmChannel::TYPE_SMS])],
+            'department' => ['required', 'string', Rule::in(array_keys(CrmChannel::DEPARTMENTS))],
+            'is_active' => ['boolean'],
+            // Email-specific
+            'identity_id' => ['nullable', 'required_if:type,email', 'exists:business_email_identities,id'],
+            // SMS-specific
+            'phone_number' => ['nullable', 'required_if:type,sms', 'string', 'max:20'],
+        ]);
+
+        // Build config based on type
+        $config = ['department' => $validated['department']];
+        $identifier = null;
+
+        if ($validated['type'] === CrmChannel::TYPE_EMAIL && ! empty($validated['identity_id'])) {
+            $identity = BusinessEmailIdentity::where('business_id', $business->id)
+                ->findOrFail($validated['identity_id']);
+
+            $config['identity_id'] = $identity->id;
+            $config['mail_settings_id'] = $identity->mail_settings_id;
+            $identifier = $identity->email;
+        }
+
+        if ($validated['type'] === CrmChannel::TYPE_SMS && ! empty($validated['phone_number'])) {
+            $config['phone_number'] = $validated['phone_number'];
+            $identifier = $validated['phone_number'];
+        }
+
+        $channel = CrmChannel::create([
+            'business_id' => $business->id,
+            'type' => $validated['type'],
+            'name' => $validated['name'],
+            'department' => $validated['department'],
+            'identifier' => $identifier,
+            'config' => $config,
+            'is_active' => $request->boolean('is_active', true),
+            'can_send' => true,
+            'can_receive' => true,
+        ]);
+
+        // Link the email identity to this channel
+        if ($validated['type'] === CrmChannel::TYPE_EMAIL && ! empty($validated['identity_id'])) {
+            BusinessEmailIdentity::where('id', $validated['identity_id'])
+                ->update(['crm_channel_id' => $channel->id]);
+        }
+
+        return redirect()
+            ->route('seller.business.crm.channels.index', $business)
+            ->with('success', 'Channel created successfully.');
+    }
+
+    /**
+     * Show the edit channel form.
+     */
+    public function edit(Business $business, CrmChannel $channel)
+    {
+        // Security: ensure channel belongs to business
+        if ($channel->business_id !== $business->id) {
+            abort(404);
+        }
+
+        // Get available email identities
+        $emailIdentities = BusinessEmailIdentity::forBusiness($business->id)
+            ->active()
+            ->with('mailSettings')
+            ->get();
+
+        return view('seller.crm.channels.edit', [
+            'business' => $business,
+            'channel' => $channel,
+            'emailIdentities' => $emailIdentities,
+            'types' => [
+                CrmChannel::TYPE_EMAIL => 'Email',
+                CrmChannel::TYPE_SMS => 'SMS',
+            ],
+            'departments' => CrmChannel::DEPARTMENTS,
+        ]);
+    }
+
+    /**
+     * Update an existing channel.
+     */
+    public function update(Request $request, Business $business, CrmChannel $channel)
+    {
+        // Security: ensure channel belongs to business
+        if ($channel->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'name' => ['required', 'string', 'max:100'],
+            'department' => ['required', 'string', Rule::in(array_keys(CrmChannel::DEPARTMENTS))],
+            'is_active' => ['boolean'],
+            // Email-specific
+            'identity_id' => ['nullable', 'exists:business_email_identities,id'],
+            // SMS-specific
+            'phone_number' => ['nullable', 'string', 'max:20'],
+        ]);
+
+        // Build config based on type
+        $config = $channel->config ?? [];
+        $config['department'] = $validated['department'];
+        $identifier = $channel->identifier;
+
+        if ($channel->type === CrmChannel::TYPE_EMAIL && ! empty($validated['identity_id'])) {
+            $identity = BusinessEmailIdentity::where('business_id', $business->id)
+                ->findOrFail($validated['identity_id']);
+
+            // Unlink old identity if different
+            $oldIdentityId = $config['identity_id'] ?? null;
+            if ($oldIdentityId && $oldIdentityId != $identity->id) {
+                BusinessEmailIdentity::where('id', $oldIdentityId)
+                    ->update(['crm_channel_id' => null]);
+            }
+
+            $config['identity_id'] = $identity->id;
+            $config['mail_settings_id'] = $identity->mail_settings_id;
+            $identifier = $identity->email;
+
+            // Link new identity
+            $identity->update(['crm_channel_id' => $channel->id]);
+        }
+
+        if ($channel->type === CrmChannel::TYPE_SMS && ! empty($validated['phone_number'])) {
+            $config['phone_number'] = $validated['phone_number'];
+            $identifier = $validated['phone_number'];
+        }
+
+        $channel->update([
+            'name' => $validated['name'],
+            'department' => $validated['department'],
+            'identifier' => $identifier,
+            'config' => $config,
+            'is_active' => $request->boolean('is_active', true),
+        ]);
+
+        return redirect()
+            ->route('seller.business.crm.channels.index', $business)
+            ->with('success', 'Channel updated successfully.');
+    }
+}

app/Http/Controllers/Seller/Crm/ContactController.php

@@ -0,0 +1,252 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers\Seller\Crm;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Contact;
+use Illuminate\Http\Request;
+
+class ContactController extends Controller
+{
+    /**
+     * Display all CRM contacts (contacts from buyer businesses).
+     */
+    public function index(Request $request, Business $business)
+    {
+        $query = Contact::query()
+            ->whereHas('business', function ($q) {
+                $q->where('type', 'buyer');
+            })
+            ->with(['business', 'location']);
+
+        // Search filter
+        if ($request->filled('q')) {
+            $search = $request->q;
+            $query->where(function ($q) use ($search) {
+                $q->where('first_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('last_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('email', 'ILIKE', "%{$search}%")
+                    ->orWhere('phone', 'ILIKE', "%{$search}%")
+                    ->orWhere('position', 'ILIKE', "%{$search}%")
+                    ->orWhereHas('business', function ($q) use ($search) {
+                        $q->where('name', 'ILIKE', "%{$search}%")
+                            ->orWhere('dba_name', 'ILIKE', "%{$search}%");
+                    });
+            });
+        }
+
+        // Account filter
+        if ($request->filled('account')) {
+            $query->where('business_id', $request->account);
+        }
+
+        // Contact type filter
+        if ($request->filled('type')) {
+            $query->where('contact_type', $request->type);
+        }
+
+        // Active filter - default to active
+        if ($request->filled('status')) {
+            if ($request->status === 'inactive') {
+                $query->where('is_active', false);
+            } elseif ($request->status === 'all') {
+                // Show all
+            } else {
+                $query->where('is_active', true);
+            }
+        } else {
+            $query->where('is_active', true);
+        }
+
+        $contacts = $query
+            ->orderBy('last_name')
+            ->orderBy('first_name')
+            ->paginate(25)
+            ->withQueryString();
+
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $contacts->map(fn ($c) => [
+                    'hashid' => $c->hashid,
+                    'name' => $c->getFullName(),
+                    'email' => $c->email,
+                    'account' => $c->business?->name,
+                ])->values()->toArray(),
+            ]);
+        }
+
+        // Get accounts for filter dropdown
+        $accounts = Business::where('type', 'buyer')
+            ->where('status', 'approved')
+            ->orderBy('name')
+            ->get(['id', 'name', 'dba_name']);
+
+        return view('seller.crm.contacts.index', compact('business', 'contacts', 'accounts'));
+    }
+
+    /**
+     * Show the form for creating a new contact.
+     */
+    public function create(Request $request, Business $business)
+    {
+        $accounts = Business::where('type', 'buyer')
+            ->where('status', 'approved')
+            ->orderBy('name')
+            ->get(['id', 'name', 'dba_name']);
+
+        $selectedAccount = $request->filled('account')
+            ? Business::find($request->account)
+            : null;
+
+        return view('seller.crm.contacts.create', compact('business', 'accounts', 'selectedAccount'));
+    }
+
+    /**
+     * Store a newly created contact.
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'business_id' => 'required|exists:businesses,id',
+            'first_name' => 'required|string|max:255',
+            'last_name' => 'required|string|max:255',
+            'email' => 'required|email|max:255',
+            'phone' => 'nullable|string|max:50',
+            'mobile' => 'nullable|string|max:50',
+            'position' => 'nullable|string|max:255',
+            'contact_type' => 'nullable|string|in:'.implode(',', array_keys(Contact::CONTACT_TYPES)),
+            'preferred_contact_method' => 'nullable|string|in:'.implode(',', array_keys(Contact::COMMUNICATION_METHODS)),
+            'is_primary' => 'nullable|boolean',
+            'notes' => 'nullable|string|max:1000',
+        ]);
+
+        // Verify the target business is a buyer
+        $targetBusiness = Business::findOrFail($validated['business_id']);
+        if ($targetBusiness->type !== 'buyer') {
+            return redirect()->back()->with('error', 'Contacts can only be added to customer accounts.');
+        }
+
+        // If setting as primary, remove primary from other contacts
+        if ($request->boolean('is_primary')) {
+            Contact::where('business_id', $validated['business_id'])->update(['is_primary' => false]);
+        }
+
+        $contact = Contact::create([
+            'business_id' => $validated['business_id'],
+            'first_name' => $validated['first_name'],
+            'last_name' => $validated['last_name'],
+            'email' => $validated['email'],
+            'phone' => $validated['phone'] ?? null,
+            'mobile' => $validated['mobile'] ?? null,
+            'position' => $validated['position'] ?? null,
+            'contact_type' => $validated['contact_type'] ?? 'general',
+            'preferred_contact_method' => $validated['preferred_contact_method'] ?? 'email',
+            'is_primary' => $request->boolean('is_primary', false),
+            'is_active' => true,
+            'notes' => $validated['notes'] ?? null,
+            'created_by' => auth()->id(),
+        ]);
+
+        return redirect()
+            ->route('seller.business.crm.contacts.index', $business)
+            ->with('success', "Contact '{$contact->getFullName()}' created successfully.");
+    }
+
+    /**
+     * Show the form for editing a contact.
+     */
+    public function edit(Business $business, Contact $contact)
+    {
+        // Verify contact belongs to a buyer business
+        if ($contact->business->type !== 'buyer') {
+            abort(404);
+        }
+
+        $accounts = Business::where('type', 'buyer')
+            ->where('status', 'approved')
+            ->orderBy('name')
+            ->get(['id', 'name', 'dba_name']);
+
+        return view('seller.crm.contacts.edit', compact('business', 'contact', 'accounts'));
+    }
+
+    /**
+     * Update a contact.
+     */
+    public function update(Request $request, Business $business, Contact $contact)
+    {
+        // Verify contact belongs to a buyer business
+        if ($contact->business->type !== 'buyer') {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'business_id' => 'required|exists:businesses,id',
+            'first_name' => 'required|string|max:255',
+            'last_name' => 'required|string|max:255',
+            'email' => 'required|email|max:255',
+            'phone' => 'nullable|string|max:50',
+            'mobile' => 'nullable|string|max:50',
+            'position' => 'nullable|string|max:255',
+            'contact_type' => 'nullable|string|in:'.implode(',', array_keys(Contact::CONTACT_TYPES)),
+            'preferred_contact_method' => 'nullable|string|in:'.implode(',', array_keys(Contact::COMMUNICATION_METHODS)),
+            'is_primary' => 'nullable|boolean',
+            'notes' => 'nullable|string|max:1000',
+        ]);
+
+        // Verify the target business is a buyer
+        $targetBusiness = Business::findOrFail($validated['business_id']);
+        if ($targetBusiness->type !== 'buyer') {
+            return redirect()->back()->with('error', 'Contacts can only belong to customer accounts.');
+        }
+
+        // If setting as primary, remove primary from other contacts
+        if ($request->boolean('is_primary') && ! $contact->is_primary) {
+            Contact::where('business_id', $validated['business_id'])
+                ->where('id', '!=', $contact->id)
+                ->update(['is_primary' => false]);
+        }
+
+        $contact->update([
+            'business_id' => $validated['business_id'],
+            'first_name' => $validated['first_name'],
+            'last_name' => $validated['last_name'],
+            'email' => $validated['email'],
+            'phone' => $validated['phone'] ?? null,
+            'mobile' => $validated['mobile'] ?? null,
+            'position' => $validated['position'] ?? null,
+            'contact_type' => $validated['contact_type'] ?? 'general',
+            'preferred_contact_method' => $validated['preferred_contact_method'] ?? 'email',
+            'is_primary' => $request->boolean('is_primary', false),
+            'notes' => $validated['notes'] ?? null,
+            'updated_by' => auth()->id(),
+        ]);
+
+        return redirect()
+            ->route('seller.business.crm.contacts.index', $business)
+            ->with('success', "Contact '{$contact->getFullName()}' updated successfully.");
+    }
+
+    /**
+     * Archive/delete a contact.
+     */
+    public function destroy(Business $business, Contact $contact)
+    {
+        // Verify contact belongs to a buyer business
+        if ($contact->business->type !== 'buyer') {
+            abort(404);
+        }
+
+        $name = $contact->getFullName();
+
+        $contact->archive('Deleted via CRM', auth()->user());
+
+        return redirect()
+            ->route('seller.business.crm.contacts.index', $business)
+            ->with('success', "Contact '{$name}' has been archived.");
+    }
+}

app/Http/Controllers/Seller/Crm/CrmCalendarController.php

@@ -5,8 +5,13 @@ namespace App\Http\Controllers\Seller\Crm;
 use App\Http\Controllers\Controller;
 use App\Jobs\Crm\SyncCalendarJob;
 use App\Models\Business;
+use App\Models\CalendarEvent;
+use App\Models\Contact;
 use App\Models\Crm\CrmCalendarConnection;
+use App\Models\Crm\CrmMeetingBooking;
 use App\Models\Crm\CrmSyncedEvent;
+use App\Models\Crm\CrmTask;
+use App\Models\User;
 use App\Services\Crm\CrmCalendarService;
 use Illuminate\Http\Request;
 
@@ -17,7 +22,7 @@ class CrmCalendarController extends Controller
     ) {}
 
     /**
-     * Calendar view
+     * Calendar view - unified activity calendar
      */
     public function index(Request $request, Business $business)
     {
@@ -28,52 +33,402 @@ class CrmCalendarController extends Controller
             ->where('user_id', $user->id)
             ->get();
 
-        // Get events for calendar view
-        $startDate = $request->input('start', now()->startOfMonth());
-        $endDate = $request->input('end', now()->endOfMonth());
+        // Get team members for assignment dropdown
+        $teamMembers = User::whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))
+            ->select('id', 'first_name', 'last_name', 'email')
+            ->get();
 
-        $events = CrmSyncedEvent::whereIn('calendar_connection_id', $connections->pluck('id'))
-            ->whereBetween('start_at', [$startDate, $endDate])
+        // Get contacts for event creation
+        $customerBusinessIds = \App\Models\Order::whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
+            ->pluck('business_id')
+            ->unique();
+
+        $contacts = Contact::whereIn('business_id', $customerBusinessIds)
+            ->with('business:id,name')
+            ->orderBy('first_name')
+            ->limit(200)
+            ->get();
+
+        // Get event types and colors for legend/forms
+        $eventTypes = CalendarEvent::TYPES;
+        $eventColors = CalendarEvent::TYPE_COLORS;
+
+        // Pass $business to view for route generation (Premium CRM uses seller.business.crm.* routes)
+        return view('seller.crm.calendar.index', compact(
+            'business',
+            'connections',
+            'teamMembers',
+            'contacts',
+            'eventTypes',
+            'eventColors'
+        ));
+    }
+
+    /**
+     * API: Get all events for date range (unified: internal + synced + bookings + tasks)
+     */
+    public function events(Request $request, Business $business)
+    {
+        $user = $request->user();
+
+        $validated = $request->validate([
+            'start' => 'required|date',
+            'end' => 'required|date|after:start',
+        ]);
+
+        $startDate = $validated['start'];
+        $endDate = $validated['end'];
+        $allEvents = collect();
+
+        // 1. Internal CalendarEvents
+        $internalEvents = CalendarEvent::forSellerBusiness($business->id)
+            ->inDateRange($startDate, $endDate)
+            ->with(['contact:id,first_name,last_name', 'assignee:id,first_name,last_name'])
             ->get()
             ->map(fn ($e) => [
-                'id' => $e->id,
+                'id' => 'event_'.$e->id,
                 'title' => $e->title,
                 'start' => $e->start_at->toIso8601String(),
                 'end' => $e->end_at?->toIso8601String(),
                 'allDay' => $e->all_day,
-                'color' => $e->connection->provider === 'google' ? '#4285f4' : '#0078d4',
+                'color' => $e->getColor(),
+                'classNames' => ['calendar-event-internal', 'event-type-'.$e->type],
                 'extendedProps' => [
+                    'source' => 'internal',
+                    'event_id' => $e->id,
+                    'type' => $e->type,
+                    'type_label' => $e->getTypeLabel(),
+                    'status' => $e->status,
                     'location' => $e->location,
                     'description' => $e->description,
-                    'attendees' => $e->attendees,
+                    'contact_id' => $e->contact_id,
+                    'contact_name' => $e->contact ? $e->contact->first_name.' '.$e->contact->last_name : null,
+                    'assigned_to' => $e->assigned_to,
+                    'assignee_name' => $e->assignee ? $e->assignee->first_name.' '.$e->assignee->last_name : null,
+                    'editable' => true,
                 ],
             ]);
+        $allEvents = $allEvents->merge($internalEvents);
 
-        // Get meeting bookings
-        $bookings = \App\Models\Crm\CrmMeetingBooking::whereHas('meetingLink', function ($q) use ($business, $user) {
+        // 2. Synced external events (Google/Outlook)
+        $connections = CrmCalendarConnection::where('business_id', $business->id)
+            ->where('user_id', $user->id)
+            ->where('sync_enabled', true)
+            ->pluck('id');
+
+        if ($connections->isNotEmpty()) {
+            $syncedEvents = CrmSyncedEvent::whereIn('calendar_connection_id', $connections)
+                ->whereBetween('start_at', [$startDate, $endDate])
+                ->with('connection:id,provider')
+                ->get()
+                ->map(fn ($e) => [
+                    'id' => 'synced_'.$e->id,
+                    'title' => $e->title,
+                    'start' => $e->start_at->toIso8601String(),
+                    'end' => $e->end_at?->toIso8601String(),
+                    'allDay' => $e->all_day,
+                    'color' => $e->connection->provider === 'google' ? '#4285f4' : '#0078d4',
+                    'classNames' => ['calendar-event-synced', 'provider-'.$e->connection->provider],
+                    'extendedProps' => [
+                        'source' => 'synced',
+                        'provider' => $e->connection->provider,
+                        'location' => $e->location,
+                        'description' => $e->description,
+                        'attendees' => $e->attendees,
+                        'external_link' => $e->external_link,
+                        'editable' => false,
+                    ],
+                ]);
+            $allEvents = $allEvents->merge($syncedEvents);
+        }
+
+        // 3. Meeting bookings
+        $bookings = CrmMeetingBooking::whereHas('meetingLink', function ($q) use ($business, $user) {
             $q->where('business_id', $business->id)
                 ->where('user_id', $user->id);
         })
             ->whereBetween('start_at', [$startDate, $endDate])
-            ->with(['meetingLink', 'contact'])
+            ->where('status', '!=', 'cancelled')
+            ->with(['meetingLink:id,name', 'contact:id,first_name,last_name'])
             ->get()
             ->map(fn ($b) => [
                 'id' => 'booking_'.$b->id,
-                'title' => $b->meetingLink->name.' - '.$b->booker_name,
+                'title' => ($b->meetingLink->name ?? 'Meeting').' - '.$b->booker_name,
                 'start' => $b->start_at->toIso8601String(),
                 'end' => $b->end_at->toIso8601String(),
                 'color' => '#10b981',
+                'classNames' => ['calendar-event-booking'],
                 'extendedProps' => [
-                    'type' => 'booking',
-                    'contact_id' => $b->contact_id,
+                    'source' => 'booking',
+                    'booking_id' => $b->id,
+                    'status' => $b->status,
+                    'booker_name' => $b->booker_name,
                     'booker_email' => $b->booker_email,
+                    'contact_id' => $b->contact_id,
+                    'contact_name' => $b->contact ? $b->contact->first_name.' '.$b->contact->last_name : null,
+                    'location' => $b->location,
+                    'editable' => false,
                 ],
             ]);
+        $allEvents = $allEvents->merge($bookings);
 
-        $allEvents = $events->merge($bookings);
+        // 4. CRM Tasks with due dates (shown as all-day markers)
+        $tasks = CrmTask::forSellerBusiness($business->id)
+            ->incomplete()
+            ->whereNotNull('due_at')
+            ->whereBetween('due_at', [$startDate, $endDate])
+            ->with(['contact:id,first_name,last_name', 'assignee:id,first_name,last_name'])
+            ->get()
+            ->map(fn ($t) => [
+                'id' => 'task_'.$t->id,
+                'title' => '📋 '.$t->title,
+                'start' => $t->due_at->toDateString(),
+                'allDay' => true,
+                'color' => $t->isOverdue() ? '#EF4444' : '#F59E0B',
+                'classNames' => ['calendar-event-task', $t->isOverdue() ? 'task-overdue' : ''],
+                'extendedProps' => [
+                    'source' => 'task',
+                    'task_id' => $t->id,
+                    'type' => $t->type,
+                    'priority' => $t->priority,
+                    'contact_id' => $t->contact_id,
+                    'contact_name' => $t->contact ? $t->contact->first_name.' '.$t->contact->last_name : null,
+                    'assigned_to' => $t->assigned_to,
+                    'assignee_name' => $t->assignee ? $t->assignee->first_name.' '.$t->assignee->last_name : null,
+                    'is_overdue' => $t->isOverdue(),
+                    'editable' => false,
+                ],
+            ]);
+        $allEvents = $allEvents->merge($tasks);
 
-        // Pass $business to view for route generation (Premium CRM uses seller.business.crm.* routes)
-        return view('seller.crm.calendar.index', compact('business', 'connections', 'allEvents'));
+        return response()->json($allEvents->values());
+    }
+
+    /**
+     * Store a new calendar event
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'title' => 'required|string|max:255',
+            'description' => 'nullable|string|max:5000',
+            'location' => 'nullable|string|max:255',
+            'start_at' => 'required|date',
+            'end_at' => 'nullable|date|after:start_at',
+            'all_day' => 'boolean',
+            'type' => 'required|string|in:'.implode(',', array_keys(CalendarEvent::TYPES)),
+            'contact_id' => 'nullable|exists:contacts,id',
+            'assigned_to' => 'nullable|exists:users,id',
+            'reminder_minutes' => 'nullable|integer|min:0',
+        ]);
+
+        // Security: verify contact belongs to a customer business
+        if (! empty($validated['contact_id'])) {
+            $customerBusinessIds = \App\Models\Order::whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
+                ->pluck('business_id')
+                ->unique();
+
+            Contact::whereIn('business_id', $customerBusinessIds)
+                ->findOrFail($validated['contact_id']);
+        }
+
+        // Security: verify assignee belongs to business
+        if (! empty($validated['assigned_to'])) {
+            User::where('id', $validated['assigned_to'])
+                ->whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))
+                ->firstOrFail();
+        }
+
+        $event = CalendarEvent::create([
+            'seller_business_id' => $business->id,
+            'created_by' => $request->user()->id,
+            'assigned_to' => $validated['assigned_to'] ?? $request->user()->id,
+            'title' => $validated['title'],
+            'description' => $validated['description'] ?? null,
+            'location' => $validated['location'] ?? null,
+            'start_at' => $validated['start_at'],
+            'end_at' => $validated['end_at'] ?? null,
+            'all_day' => $validated['all_day'] ?? false,
+            'type' => $validated['type'],
+            'status' => 'scheduled',
+            'contact_id' => $validated['contact_id'] ?? null,
+            'reminder_at' => isset($validated['reminder_minutes']) && $validated['reminder_minutes'] > 0
+                ? now()->parse($validated['start_at'])->subMinutes($validated['reminder_minutes'])
+                : null,
+        ]);
+
+        if ($request->wantsJson()) {
+            return response()->json([
+                'success' => true,
+                'event' => $event->load(['contact:id,first_name,last_name', 'assignee:id,first_name,last_name']),
+            ]);
+        }
+
+        return back()->with('success', 'Event created successfully.');
+    }
+
+    /**
+     * Update a calendar event
+     */
+    public function update(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'title' => 'sometimes|required|string|max:255',
+            'description' => 'nullable|string|max:5000',
+            'location' => 'nullable|string|max:255',
+            'start_at' => 'sometimes|required|date',
+            'end_at' => 'nullable|date|after:start_at',
+            'all_day' => 'boolean',
+            'type' => 'sometimes|required|string|in:'.implode(',', array_keys(CalendarEvent::TYPES)),
+            'status' => 'sometimes|required|string|in:scheduled,completed,cancelled',
+            'contact_id' => 'nullable|exists:contacts,id',
+            'assigned_to' => 'nullable|exists:users,id',
+            'reminder_minutes' => 'nullable|integer|min:0',
+        ]);
+
+        // Security checks for contact and assignee
+        if (isset($validated['contact_id']) && $validated['contact_id']) {
+            $customerBusinessIds = \App\Models\Order::whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
+                ->pluck('business_id')
+                ->unique();
+
+            Contact::whereIn('business_id', $customerBusinessIds)
+                ->findOrFail($validated['contact_id']);
+        }
+
+        if (isset($validated['assigned_to']) && $validated['assigned_to']) {
+            User::where('id', $validated['assigned_to'])
+                ->whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))
+                ->firstOrFail();
+        }
+
+        // Handle reminder
+        if (isset($validated['reminder_minutes'])) {
+            $validated['reminder_at'] = $validated['reminder_minutes'] > 0
+                ? now()->parse($validated['start_at'] ?? $event->start_at)->subMinutes($validated['reminder_minutes'])
+                : null;
+            $validated['reminder_sent'] = false;
+            unset($validated['reminder_minutes']);
+        }
+
+        $event->update($validated);
+
+        if ($request->wantsJson()) {
+            return response()->json([
+                'success' => true,
+                'event' => $event->fresh()->load(['contact:id,first_name,last_name', 'assignee:id,first_name,last_name']),
+            ]);
+        }
+
+        return back()->with('success', 'Event updated successfully.');
+    }
+
+    /**
+     * Quick reschedule via drag-and-drop
+     */
+    public function reschedule(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            return response()->json(['error' => 'Unauthorized'], 403);
+        }
+
+        $validated = $request->validate([
+            'start_at' => 'required|date',
+            'end_at' => 'nullable|date|after:start_at',
+            'all_day' => 'boolean',
+        ]);
+
+        $event->reschedule(
+            $validated['start_at'],
+            $validated['end_at'] ?? null,
+            $request->user()
+        );
+
+        if (isset($validated['all_day'])) {
+            $event->update(['all_day' => $validated['all_day']]);
+        }
+
+        return response()->json([
+            'success' => true,
+            'event' => $event->fresh(),
+        ]);
+    }
+
+    /**
+     * Mark event as complete
+     */
+    public function complete(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $event->markComplete($request->user());
+
+        if ($request->wantsJson()) {
+            return response()->json(['success' => true, 'event' => $event->fresh()]);
+        }
+
+        return back()->with('success', 'Event marked as complete.');
+    }
+
+    /**
+     * Cancel an event
+     */
+    public function cancel(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $event->cancel($request->user());
+
+        if ($request->wantsJson()) {
+            return response()->json(['success' => true, 'event' => $event->fresh()]);
+        }
+
+        return back()->with('success', 'Event cancelled.');
+    }
+
+    /**
+     * Delete an event
+     */
+    public function destroy(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $event->delete();
+
+        if ($request->wantsJson()) {
+            return response()->json(['success' => true]);
+        }
+
+        return back()->with('success', 'Event deleted.');
+    }
+
+    /**
+     * Get single event details (for modal)
+     */
+    public function show(Request $request, Business $business, CalendarEvent $event)
+    {
+        if ($event->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $event->load([
+            'contact:id,first_name,last_name,email,phone',
+            'business:id,name',
+            'assignee:id,first_name,last_name,email',
+            'creator:id,first_name,last_name',
+        ]);
+
+        return response()->json($event);
     }
 
     /**
@@ -104,7 +459,7 @@ class CrmCalendarController extends Controller
 
         $params = http_build_query([
             'client_id' => config('services.google.client_id'),
-            'redirect_uri' => route('seller.crm.calendar.callback'),
+            'redirect_uri' => route('seller.business.crm.calendar.callback', $business),
             'response_type' => 'code',
             'scope' => 'https://www.googleapis.com/auth/calendar https://www.googleapis.com/auth/calendar.events',
             'access_type' => 'offline',
@@ -128,7 +483,7 @@ class CrmCalendarController extends Controller
 
         $params = http_build_query([
             'client_id' => config('services.microsoft.client_id'),
-            'redirect_uri' => route('seller.crm.calendar.callback'),
+            'redirect_uri' => route('seller.business.crm.calendar.callback', $business),
             'response_type' => 'code',
             'scope' => 'offline_access Calendars.ReadWrite',
             'state' => $state,
@@ -140,17 +495,17 @@ class CrmCalendarController extends Controller
     /**
      * OAuth callback
      */
-    public function callback(Request $request)
+    public function callback(Request $request, Business $business)
     {
         if ($request->has('error')) {
-            return redirect()->route('seller.crm.calendar.connections')
+            return redirect()->route('seller.business.crm.calendar.connections', $business)
                 ->withErrors(['error' => 'Authorization failed: '.$request->input('error_description')]);
         }
 
         try {
             $state = decrypt($request->input('state'));
         } catch (\Exception $e) {
-            return redirect()->route('seller.crm.calendar.connections')
+            return redirect()->route('seller.business.crm.calendar.connections', $business)
                 ->withErrors(['error' => 'Invalid state parameter.']);
         }
 
@@ -161,7 +516,7 @@ class CrmCalendarController extends Controller
         $tokens = $this->calendarService->exchangeCodeForTokens($provider, $code);
 
         if (! $tokens) {
-            return redirect()->route('seller.crm.calendar.connections')
+            return redirect()->route('seller.business.crm.calendar.connections', $business)
                 ->withErrors(['error' => 'Failed to obtain access token.']);
         }
 
@@ -189,7 +544,7 @@ class CrmCalendarController extends Controller
         // Queue initial sync
         SyncCalendarJob::dispatch($state['user_id'], $provider);
 
-        return redirect()->route('seller.crm.calendar.connections')
+        return redirect()->route('seller.business.crm.calendar.connections', $business)
             ->with('success', ucfirst($provider).' Calendar connected successfully.');
     }
 
@@ -238,34 +593,4 @@ class CrmCalendarController extends Controller
 
         return back()->with('success', 'Calendar sync started. Events will appear shortly.');
     }
-
-    /**
-     * API: Get events for date range (for calendar JS)
-     */
-    public function events(Request $request, Business $business)
-    {
-        $user = $request->user();
-
-        $validated = $request->validate([
-            'start' => 'required|date',
-            'end' => 'required|date|after:start',
-        ]);
-
-        $connections = CrmCalendarConnection::where('business_id', $business->id)
-            ->where('user_id', $user->id)
-            ->pluck('id');
-
-        $events = CrmSyncedEvent::whereIn('calendar_connection_id', $connections)
-            ->whereBetween('start_at', [$validated['start'], $validated['end']])
-            ->get()
-            ->map(fn ($e) => [
-                'id' => $e->id,
-                'title' => $e->title,
-                'start' => $e->start_at->toIso8601String(),
-                'end' => $e->end_at?->toIso8601String(),
-                'allDay' => $e->all_day,
-            ]);
-
-        return response()->json($events);
-    }
 }

app/Http/Controllers/Seller/Crm/CrmDashboardController.php

@@ -5,6 +5,7 @@ namespace App\Http\Controllers\Seller\Crm;
 use App\Http\Controllers\Controller;
 use App\Models\Business;
 use App\Models\Crm\CrmDeal;
+use App\Models\Crm\CrmPipeline;
 use App\Models\Crm\CrmRepMetric;
 use App\Models\Crm\CrmSlaTimer;
 use App\Models\Crm\CrmThread;
@@ -43,13 +44,26 @@ class CrmDashboardController extends Controller
      */
     public function sales(Request $request, Business $business)
     {
+        // Get the default pipeline for stage name mapping
+        $defaultPipeline = CrmPipeline::where('business_id', $business->id)
+            ->where('is_default', true)
+            ->first();
 
-        // Pipeline summary
+        $stageMap = collect($defaultPipeline?->stages ?? [])->mapWithKeys(function ($stage, $index) {
+            return [$index => $stage['name'] ?? "Stage {$index}"];
+        })->all();
+
+        // Pipeline summary - group by stage_id (index into pipeline stages JSON array)
         $pipelineSummary = CrmDeal::forBusiness($business->id)
             ->open()
-            ->selectRaw('stage, count(*) as count, sum(value) as total_value, sum(weighted_value) as weighted_value')
-            ->groupBy('stage')
-            ->get();
+            ->selectRaw('stage_id, count(*) as count, sum(value) as total_value, sum(weighted_value) as weighted_value')
+            ->groupBy('stage_id')
+            ->get()
+            ->map(function ($item) use ($stageMap) {
+                $item->stage_name = $stageMap[$item->stage_id] ?? "Stage {$item->stage_id}";
+
+                return $item;
+            });
 
         // Won/Lost this month
         $monthlyStats = [

app/Http/Controllers/Seller/Crm/CrmSettingsController.php

@@ -86,7 +86,7 @@ class CrmSettingsController extends Controller
             'is_default' => $validated['is_default'] ?? false,
         ]);
 
-        return redirect()->route('seller.crm.settings.channels')
+        return redirect()->route('seller.business.crm.settings.channels', $business)
             ->with('success', 'Channel created successfully.');
     }
 
@@ -132,7 +132,7 @@ class CrmSettingsController extends Controller
 
         $channel->update($validated);
 
-        return redirect()->route('seller.crm.settings.channels')
+        return redirect()->route('seller.business.crm.settings.channels', $business)
             ->with('success', 'Channel updated.');
     }
 
@@ -206,7 +206,7 @@ class CrmSettingsController extends Controller
             'is_default' => $validated['is_default'] ?? false,
         ]);
 
-        return redirect()->route('seller.crm.settings.pipelines')
+        return redirect()->route('seller.business.crm.settings.pipelines', $business)
             ->with('success', 'Pipeline created.');
     }
 
@@ -253,7 +253,7 @@ class CrmSettingsController extends Controller
 
         $pipeline->update($validated);
 
-        return redirect()->route('seller.crm.settings.pipelines')
+        return redirect()->route('seller.business.crm.settings.pipelines', $business)
             ->with('success', 'Pipeline updated.');
     }
 
@@ -330,7 +330,7 @@ class CrmSettingsController extends Controller
             'is_active' => $validated['is_active'] ?? true,
         ]);
 
-        return redirect()->route('seller.crm.settings.sla')
+        return redirect()->route('seller.business.crm.settings.sla', $business)
             ->with('success', 'SLA policy created.');
     }
 
@@ -371,7 +371,7 @@ class CrmSettingsController extends Controller
 
         $policy->update($validated);
 
-        return redirect()->route('seller.crm.settings.sla')
+        return redirect()->route('seller.business.crm.settings.sla', $business)
             ->with('success', 'SLA policy updated.');
     }
 
@@ -519,7 +519,7 @@ class CrmSettingsController extends Controller
             'is_active' => true,
         ]);
 
-        return redirect()->route('seller.crm.settings.templates')
+        return redirect()->route('seller.business.crm.settings.templates', $business)
             ->with('success', 'Template created.');
     }
 
@@ -560,7 +560,7 @@ class CrmSettingsController extends Controller
 
         $template->update($validated);
 
-        return redirect()->route('seller.crm.settings.templates')
+        return redirect()->route('seller.business.crm.settings.templates', $business)
             ->with('success', 'Template updated.');
     }
 

app/Http/Controllers/Seller/Crm/DealController.php

@@ -34,7 +34,7 @@ class DealController extends Controller
         // Build base query for deals
         $dealsQuery = CrmDeal::forBusiness($business->id)
             ->where('pipeline_id', $pipeline->id)
-            ->with(['contact:id,first_name,last_name,email', 'account:id,name', 'owner:id,name,email']);
+            ->with(['contact:id,first_name,last_name,email', 'account:id,name', 'owner:id,first_name,last_name,email']);
 
         // Filters
         if ($request->filled('owner_id')) {
@@ -73,7 +73,7 @@ class DealController extends Controller
 
         // Get team members (limited fields)
         $teamMembers = User::whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))
-            ->select('id', 'name', 'email')
+            ->select('id', 'first_name', 'last_name', 'email')
             ->get();
 
         // Calculate stats with single efficient query using selectRaw
@@ -110,7 +110,7 @@ class DealController extends Controller
 
         // Limit contacts for dropdown - most recent 100
         $contacts = Contact::where('business_id', $business->id)
-            ->select('id', 'first_name', 'last_name', 'email', 'company_name')
+            ->select('id', 'first_name', 'last_name', 'email')
             ->orderByDesc('updated_at')
             ->limit(100)
             ->get();
@@ -125,7 +125,7 @@ class DealController extends Controller
             ->get();
 
         $teamMembers = User::whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))
-            ->select('id', 'name', 'email')
+            ->select('id', 'first_name', 'last_name', 'email')
             ->get();
 
         $brands = Brand::where('business_id', $business->id)
@@ -200,7 +200,7 @@ class DealController extends Controller
             'status' => CrmDeal::STATUS_OPEN,
         ]);
 
-        return redirect()->route('seller.crm.deals.show', $deal)
+        return redirect()->route('seller.business.crm.deals.show', [$business, $deal])
             ->with('success', 'Deal created successfully.');
     }
 
@@ -373,7 +373,7 @@ class DealController extends Controller
 
         $deal->delete();
 
-        return redirect()->route('seller.crm.deals.index')
+        return redirect()->route('seller.business.crm.deals.index', $business)
             ->with('success', 'Deal deleted.');
     }
 }

app/Http/Controllers/Seller/Crm/InvoiceController.php

@@ -32,8 +32,8 @@ class InvoiceController extends Controller
 
         if ($request->filled('search')) {
             $query->where(function ($q) use ($request) {
-                $q->where('invoice_number', 'like', "%{$request->search}%")
-                    ->orWhere('title', 'like', "%{$request->search}%");
+                $q->where('invoice_number', 'ILIKE', "%{$request->search}%")
+                    ->orWhere('title', 'ILIKE', "%{$request->search}%");
             });
         }
 
@@ -163,7 +163,7 @@ class InvoiceController extends Controller
 
         $invoice->calculateTotals();
 
-        return redirect()->route('seller.crm.invoices.show', $invoice)
+        return redirect()->route('seller.business.crm.invoices.show', [$business, $invoice])
             ->with('success', 'Invoice created successfully.');
     }
 
@@ -278,7 +278,7 @@ class InvoiceController extends Controller
 
         $invoice->delete();
 
-        return redirect()->route('seller.crm.invoices.index')
+        return redirect()->route('seller.business.crm.invoices.index', $business)
             ->with('success', 'Invoice deleted.');
     }
 }

app/Http/Controllers/Seller/Crm/LeadController.php

@@ -0,0 +1,171 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Crm;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Crm\CrmLead;
+use Illuminate\Http\Request;
+
+class LeadController extends Controller
+{
+    /**
+     * Display leads listing
+     */
+    public function index(Request $request, Business $business)
+    {
+        $query = CrmLead::forSeller($business)
+            ->with('assignee')
+            ->notConverted();
+
+        // Search filter
+        if ($request->filled('q')) {
+            $search = $request->q;
+            $query->where(function ($q) use ($search) {
+                $q->where('company_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('contact_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('contact_email', 'ILIKE', "%{$search}%");
+            });
+        }
+
+        // Status filter
+        if ($request->filled('status') && $request->status !== 'all') {
+            $query->where('status', $request->status);
+        }
+
+        $leads = $query->latest()->paginate(25);
+
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $leads->map(fn ($l) => [
+                    'hashid' => $l->hashid,
+                    'name' => $l->company_name,
+                    'contact' => $l->contact_name,
+                    'email' => $l->contact_email,
+                    'status' => $l->status,
+                ])->values()->toArray(),
+            ]);
+        }
+
+        return view('seller.crm.leads.index', compact('business', 'leads'));
+    }
+
+    /**
+     * Show create lead form
+     */
+    public function create(Request $request, Business $business)
+    {
+        return view('seller.crm.leads.create', compact('business'));
+    }
+
+    /**
+     * Store a new lead
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'company_name' => 'required|string|max:255',
+            'dba_name' => 'nullable|string|max:255',
+            'license_number' => 'nullable|string|max:100',
+            'contact_name' => 'required|string|max:255',
+            'contact_email' => 'nullable|email|max:255',
+            'contact_phone' => 'nullable|string|max:50',
+            'contact_title' => 'nullable|string|max:100',
+            'city' => 'nullable|string|max:100',
+            'state' => 'nullable|string|max:50',
+            'address' => 'nullable|string|max:255',
+            'zip_code' => 'nullable|string|max:20',
+            'source' => 'nullable|string|in:'.implode(',', array_keys(CrmLead::SOURCES)),
+            'notes' => 'nullable|string|max:5000',
+        ]);
+
+        $validated['seller_business_id'] = $business->id;
+        $validated['status'] = 'new';
+
+        $lead = CrmLead::create($validated);
+
+        return redirect()
+            ->route('seller.business.crm.leads.show', [$business->slug, $lead->hashid])
+            ->with('success', 'Lead created successfully.');
+    }
+
+    /**
+     * Show lead details
+     */
+    public function show(Request $request, Business $business, CrmLead $lead)
+    {
+        // Ensure lead belongs to this seller
+        if ($lead->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $lead->load('assignee');
+
+        return view('seller.crm.leads.show', compact('business', 'lead'));
+    }
+
+    /**
+     * Show edit lead form
+     */
+    public function edit(Request $request, Business $business, CrmLead $lead)
+    {
+        // Ensure lead belongs to this seller
+        if ($lead->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        return view('seller.crm.leads.edit', compact('business', 'lead'));
+    }
+
+    /**
+     * Update a lead
+     */
+    public function update(Request $request, Business $business, CrmLead $lead)
+    {
+        // Ensure lead belongs to this seller
+        if ($lead->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'company_name' => 'required|string|max:255',
+            'dba_name' => 'nullable|string|max:255',
+            'license_number' => 'nullable|string|max:100',
+            'contact_name' => 'required|string|max:255',
+            'contact_email' => 'nullable|email|max:255',
+            'contact_phone' => 'nullable|string|max:50',
+            'contact_title' => 'nullable|string|max:100',
+            'city' => 'nullable|string|max:100',
+            'state' => 'nullable|string|max:50',
+            'address' => 'nullable|string|max:255',
+            'zip_code' => 'nullable|string|max:20',
+            'source' => 'nullable|string|in:'.implode(',', array_keys(CrmLead::SOURCES)),
+            'status' => 'nullable|string|in:'.implode(',', array_keys(CrmLead::STATUSES)),
+            'notes' => 'nullable|string|max:5000',
+        ]);
+
+        $lead->update($validated);
+
+        return redirect()
+            ->route('seller.business.crm.leads.show', [$business->slug, $lead->hashid])
+            ->with('success', 'Lead updated successfully.');
+    }
+
+    /**
+     * Delete a lead
+     */
+    public function destroy(Request $request, Business $business, CrmLead $lead)
+    {
+        // Ensure lead belongs to this seller
+        if ($lead->seller_business_id !== $business->id) {
+            abort(404);
+        }
+
+        $lead->delete();
+
+        return redirect()
+            ->route('seller.business.crm.leads.index', $business->slug)
+            ->with('success', 'Lead deleted.');
+    }
+}

app/Http/Controllers/Seller/Crm/MeetingLinkController.php

@@ -81,7 +81,7 @@ class MeetingLinkController extends Controller
             'is_active' => $validated['is_active'] ?? true,
         ]);
 
-        return redirect()->route('seller.crm.meetings.links.show', $meetingLink)
+        return redirect()->route('seller.business.crm.meetings.links.show', [$business, $meetingLink])
             ->with('success', 'Meeting link created. Share the booking URL with contacts.');
     }
 
@@ -136,7 +136,7 @@ class MeetingLinkController extends Controller
 
         $meetingLink->update($validated);
 
-        return redirect()->route('seller.crm.meetings.links.show', $meetingLink)
+        return redirect()->route('seller.business.crm.meetings.links.show', [$business, $meetingLink])
             ->with('success', 'Meeting link updated.');
     }
 
@@ -165,7 +165,7 @@ class MeetingLinkController extends Controller
 
         $meetingLink->delete();
 
-        return redirect()->route('seller.crm.meetings.links.index')
+        return redirect()->route('seller.business.crm.meetings.links.index', $business)
             ->with('success', 'Meeting link deleted.');
     }
 

app/Http/Controllers/Seller/Crm/QuoteController.php

@@ -3,14 +3,21 @@
 namespace App\Http\Controllers\Seller\Crm;
 
 use App\Http\Controllers\Controller;
+use App\Mail\QuoteMail;
+use App\Models\Activity;
 use App\Models\Business;
 use App\Models\Contact;
 use App\Models\Crm\CrmDeal;
 use App\Models\Crm\CrmQuote;
 use App\Models\Crm\CrmQuoteItem;
+use App\Models\Order;
+use App\Models\OrderItem;
 use App\Models\Product;
 use App\Services\Accounting\ArService;
+use Barryvdh\DomPDF\Facade\Pdf;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Mail;
+use Illuminate\Support\Facades\Storage;
 
 class QuoteController extends Controller
 {
@@ -37,6 +44,19 @@ class QuoteController extends Controller
 
         $quotes = $query->orderByDesc('created_at')->paginate(25);
 
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $quotes->map(fn ($q) => [
+                    'id' => $q->id,
+                    'name' => $q->quote_number.' - '.($q->title ?? 'Untitled'),
+                    'contact' => $q->contact?->name ?? '-',
+                    'status' => $q->status,
+                    'total' => '$'.number_format($q->total, 2),
+                ])->values()->toArray(),
+            ]);
+        }
+
         return view('seller.crm.quotes.index', compact('quotes', 'business'));
     }
 
@@ -45,21 +65,26 @@ class QuoteController extends Controller
      */
     public function create(Request $request, Business $business)
     {
-        $contacts = Contact::where('business_id', $business->id)->get();
-        $accounts = Business::whereHas('ordersAsCustomer', function ($q) use ($business) {
-            $q->whereHas('items.product.brand', fn ($b) => $b->where('business_id', $business->id));
-        })->get();
-        $deals = CrmDeal::forBusiness($business->id)->open()->get();
-        $products = Product::whereHas('brand', fn ($q) => $q->where('business_id', $business->id))
-            ->where('is_active', true)
+        // Get all approved buyer businesses as potential customers
+        // Contacts are loaded dynamically via /search/contacts?customer_id={account_id}
+        // Include locations for delivery address selection
+        // Note: We don't filter by whereHas('contacts') because newly created customers
+        // may not have contacts yet - contacts can be added after selecting the account
+        $accounts = Business::where('type', 'buyer')
+            ->where('status', 'approved')
+            ->with('locations:id,business_id,name,is_primary')
+            ->orderBy('name')
+            ->select(['id', 'name', 'slug'])
             ->get();
+        $deals = CrmDeal::forBusiness($business->id)->open()->get();
+        // Products are loaded via AJAX search (/search/products) for better performance
 
         // Pre-fill from deal if provided
         $deal = $request->filled('deal_id')
             ? CrmDeal::forBusiness($business->id)->find($request->deal_id)
             : null;
 
-        return view('seller.crm.quotes.create', compact('contacts', 'accounts', 'deals', 'products', 'deal', 'business'));
+        return view('seller.crm.quotes.create', compact('accounts', 'deals', 'deal', 'business'));
     }
 
     /**
@@ -87,10 +112,13 @@ class QuoteController extends Controller
             'items.*.discount_percent' => 'nullable|numeric|min:0|max:100',
         ]);
 
-        // SECURITY: Verify contact belongs to business
-        Contact::where('id', $validated['contact_id'])
-            ->where('business_id', $business->id)
-            ->firstOrFail();
+        // SECURITY: Verify contact belongs to the selected account (customer business)
+        // Contacts are associated with buyer businesses, not the seller
+        if (! empty($validated['account_id'])) {
+            Contact::where('id', $validated['contact_id'])
+                ->where('business_id', $validated['account_id'])
+                ->firstOrFail();
+        }
 
         // SECURITY: Verify deal belongs to business if provided
         if (! empty($validated['deal_id'])) {
@@ -136,7 +164,7 @@ class QuoteController extends Controller
 
         $quote->calculateTotals();
 
-        return redirect()->route('seller.crm.quotes.show', $quote)
+        return redirect()->route('seller.business.crm.quotes.show', [$business, $quote])
             ->with('success', 'Quote created successfully.');
     }
 
@@ -235,12 +263,12 @@ class QuoteController extends Controller
 
         $quote->calculateTotals();
 
-        return redirect()->route('seller.crm.quotes.show', $quote)
+        return redirect()->route('seller.business.crm.quotes.show', [$business, $quote])
             ->with('success', 'Quote updated successfully.');
     }
 
     /**
-     * Send quote to contact
+     * Send quote via email
      */
     public function send(Request $request, Business $business, CrmQuote $quote)
     {
@@ -248,17 +276,252 @@ class QuoteController extends Controller
             abort(404);
         }
 
-        if (! $quote->canBeSent()) {
-            return back()->withErrors(['error' => 'This quote cannot be sent.']);
+        $validated = $request->validate([
+            'to' => 'required|email',
+            'cc' => 'nullable|string',
+            'message' => 'nullable|string|max:2000',
+            'attach_pdf' => 'boolean',
+        ]);
+
+        // Generate PDF if needed
+        $pdfPath = null;
+        if ($validated['attach_pdf'] ?? true) {
+            $pdfPath = $this->generateQuotePdf($quote, $business);
         }
 
-        $quote->send($request->user());
+        // Send email
+        $ccEmails = [];
+        if (! empty($validated['cc'])) {
+            $ccEmails = array_map('trim', explode(',', $validated['cc']));
+        }
 
-        // TODO: Send email notification to contact
+        Mail::to($validated['to'])
+            ->cc($ccEmails)
+            ->send(new QuoteMail($quote, $business, $validated['message'] ?? null, $pdfPath));
+
+        // Update quote status if draft
+        if ($quote->status === CrmQuote::STATUS_DRAFT) {
+            $quote->send($request->user());
+        }
+
+        // Log activity
+        Activity::log(
+            sellerBusinessId: $business->id,
+            subject: $quote,
+            type: 'quote.emailed',
+            description: "Quote {$quote->quote_number} emailed to {$validated['to']}",
+            causer: $request->user(),
+            contactId: $quote->contact_id,
+        );
 
         return back()->with('success', 'Quote sent successfully.');
     }
 
+    /**
+     * Update quote status (accept/decline/expire)
+     */
+    public function updateStatus(Request $request, Business $business, CrmQuote $quote)
+    {
+        if ($quote->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $validated = $request->validate([
+            'status' => 'required|in:accepted,rejected,expired',
+            'note' => 'nullable|string|max:1000',
+        ]);
+
+        $oldStatus = $quote->status;
+
+        if ($validated['status'] === 'accepted') {
+            $quote->accept();
+        } elseif ($validated['status'] === 'rejected') {
+            $quote->reject($validated['note'] ?? 'Declined by seller');
+        } else {
+            $quote->update([
+                'status' => CrmQuote::STATUS_EXPIRED,
+            ]);
+        }
+
+        Activity::log(
+            sellerBusinessId: $business->id,
+            subject: $quote,
+            type: 'quote.status_changed',
+            description: "Quote {$quote->quote_number} status changed from {$oldStatus} to {$validated['status']}",
+            causer: $request->user(),
+            contactId: $quote->contact_id,
+        );
+
+        return back()->with('success', 'Quote status updated.');
+    }
+
+    /**
+     * Convert quote to order
+     */
+    public function convertToOrder(Request $request, Business $business, CrmQuote $quote)
+    {
+        if ($quote->business_id !== $business->id) {
+            abort(404);
+        }
+
+        if ($quote->order_id) {
+            return back()->withErrors(['error' => 'This quote already has an order.']);
+        }
+
+        $validated = $request->validate([
+            'also_create_invoice' => 'boolean',
+        ]);
+
+        // Create order from quote
+        $orderNumber = 'ORD-'.strtoupper(uniqid());
+
+        $order = Order::create([
+            'order_number' => $orderNumber,
+            'business_id' => $quote->account_id, // Buyer business
+            'seller_business_id' => $business->id,
+            'contact_id' => $quote->contact_id,
+            'user_id' => $request->user()->id,
+            'subtotal' => $quote->subtotal,
+            'surcharge' => 0,
+            'tax' => $quote->tax_amount,
+            'total' => $quote->total,
+            'status' => 'new',
+            'created_by' => 'seller',
+            'payment_terms' => 'net_30',
+            'notes' => $quote->notes,
+        ]);
+
+        // Copy line items
+        foreach ($quote->items as $item) {
+            OrderItem::create([
+                'order_id' => $order->id,
+                'product_id' => $item->product_id,
+                'quantity' => $item->quantity,
+                'unit_price' => $item->unit_price,
+                'line_total' => $item->line_total,
+                'product_name' => $item->product?->name ?? $item->description,
+                'product_sku' => $item->product?->sku ?? '',
+                'brand_name' => $item->product?->brand?->name ?? '',
+            ]);
+        }
+
+        // Link quote to order and update status
+        $quote->update([
+            'order_id' => $order->id,
+            'status' => CrmQuote::STATUS_ACCEPTED,
+            'accepted_at' => now(),
+        ]);
+
+        // Log activity
+        Activity::log(
+            sellerBusinessId: $business->id,
+            subject: $quote,
+            type: 'quote.converted_to_order',
+            description: "Quote {$quote->quote_number} converted to Order {$orderNumber}",
+            causer: $request->user(),
+            contactId: $quote->contact_id,
+        );
+
+        // Optionally create invoice
+        if ($validated['also_create_invoice'] ?? false) {
+            $invoice = $quote->convertToInvoice();
+
+            return redirect()->route('seller.business.crm.invoices.show', [$business, $invoice])
+                ->with('success', 'Order and invoice created from quote.');
+        }
+
+        return redirect()->route('seller.business.orders.show', [$business, $order])
+            ->with('success', 'Order created from quote.');
+    }
+
+    /**
+     * Generate invoice from quote (or its order)
+     */
+    public function generateInvoice(Request $request, Business $business, CrmQuote $quote, ArService $arService)
+    {
+        if ($quote->business_id !== $business->id) {
+            abort(404);
+        }
+
+        if ($quote->invoice) {
+            return back()->withErrors(['error' => 'This quote already has an invoice.']);
+        }
+
+        // Credit check if there's a buyer account
+        if ($quote->account_id) {
+            $buyerBusiness = Business::find($quote->account_id);
+
+            if ($buyerBusiness) {
+                $creditCheck = $arService->checkCreditForAccount(
+                    $business,
+                    $buyerBusiness,
+                    (float) $quote->total
+                );
+
+                if (! $creditCheck['can_extend']) {
+                    return back()->withErrors([
+                        'error' => 'Cannot create invoice: '.$creditCheck['reason'],
+                    ]);
+                }
+            }
+        }
+
+        $invoice = $quote->convertToInvoice();
+
+        Activity::log(
+            sellerBusinessId: $business->id,
+            subject: $quote,
+            type: 'quote.invoice_generated',
+            description: "Invoice {$invoice->invoice_number} generated from Quote {$quote->quote_number}",
+            causer: $request->user(),
+            contactId: $quote->contact_id,
+        );
+
+        return redirect()->route('seller.business.crm.invoices.show', [$business, $invoice])
+            ->with('success', 'Invoice created from quote.');
+    }
+
+    /**
+     * Generate and store quote PDF
+     */
+    protected function generateQuotePdf(CrmQuote $quote, Business $business): ?string
+    {
+        $quote->load(['contact', 'account', 'items.product.brand', 'business']);
+
+        $pdf = Pdf::loadView('pdfs.crm-quote', [
+            'quote' => $quote,
+            'business' => $business,
+            'sellerBusiness' => $business,
+        ]);
+
+        $filename = "quotes/{$quote->quote_number}.pdf";
+        Storage::put($filename, $pdf->output());
+
+        $quote->update(['pdf_path' => $filename]);
+
+        return $filename;
+    }
+
+    /**
+     * View quote PDF
+     */
+    public function pdf(Request $request, Business $business, CrmQuote $quote)
+    {
+        if ($quote->business_id !== $business->id) {
+            abort(404);
+        }
+
+        $quote->load(['contact', 'account', 'items.product.brand', 'business']);
+
+        $pdf = Pdf::loadView('pdfs.crm-quote', [
+            'quote' => $quote,
+            'business' => $business,
+            'sellerBusiness' => $business,
+        ]);
+
+        return $pdf->inline("{$quote->quote_number}.pdf");
+    }
+
     /**
      * Convert quote to invoice
      */
@@ -302,7 +565,7 @@ class QuoteController extends Controller
 
         $invoice = $quote->convertToInvoice();
 
-        return redirect()->route('seller.crm.invoices.show', $invoice)
+        return redirect()->route('seller.business.crm.invoices.show', [$business, $invoice])
             ->with('success', 'Invoice created from quote.');
     }
 
@@ -330,7 +593,7 @@ class QuoteController extends Controller
 
         $quote->delete();
 
-        return redirect()->route('seller.crm.quotes.index')
+        return redirect()->route('seller.business.crm.quotes.index', $business)
             ->with('success', 'Quote deleted.');
     }
 }

app/Http/Controllers/Seller/Crm/TaskController.php

@@ -40,8 +40,30 @@ class TaskController extends Controller
             $tasksQuery->where('type', $request->type);
         }
 
+        // Search filter
+        if ($request->filled('q')) {
+            $search = $request->q;
+            $tasksQuery->where(function ($q) use ($search) {
+                $q->where('title', 'ILIKE', "%{$search}%")
+                    ->orWhere('details', 'ILIKE', "%{$search}%");
+            });
+        }
+
         $tasks = $tasksQuery->paginate(25);
 
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $tasks->map(fn ($t) => [
+                    'id' => $t->id,
+                    'name' => $t->title,
+                    'type' => $t->type,
+                    'assignee' => $t->assignee?->name ?? 'Unassigned',
+                    'due_at' => $t->due_at?->format('M j, Y'),
+                ])->values()->toArray(),
+            ]);
+        }
+
         // Get stats with single efficient query
         $statsQuery = CrmTask::where('seller_business_id', $business->id)
             ->selectRaw('
@@ -62,7 +84,12 @@ class TaskController extends Controller
         // Get team members for assignment filter
         $teamMembers = User::whereHas('businesses', fn ($q) => $q->where('businesses.id', $business->id))->get();
 
-        return view('seller.crm.tasks.index', compact('business', 'tasks', 'counts', 'teamMembers'));
+        // Get buyer businesses (accounts) for filtering
+        $buyerBusinesses = Business::where('type', 'buyer')
+            ->orderBy('name')
+            ->get(['id', 'name']);
+
+        return view('seller.crm.tasks.index', compact('business', 'tasks', 'counts', 'teamMembers', 'buyerBusinesses'));
     }
 
     /**

app/Http/Controllers/Seller/Crm/ThreadController.php

@@ -22,13 +22,113 @@ class ThreadController extends Controller
         protected CrmAiService $aiService
     ) {}
 
+    /**
+     * Show compose form for new thread
+     */
+    public function create(Request $request, Business $business)
+    {
+        // Get customer business IDs (businesses that have ordered from this seller)
+        $customerBusinessIds = \App\Models\Order::whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
+            ->pluck('business_id')
+            ->unique();
+
+        // Get contacts from customer businesses (accounts)
+        $contacts = \App\Models\Contact::whereIn('business_id', $customerBusinessIds)
+            ->with('business:id,name')
+            ->orderBy('first_name')
+            ->limit(200)
+            ->get();
+
+        // Get available channels
+        $channels = $this->channelService->getAvailableChannels($business->id);
+
+        // Pre-select contact if provided
+        $selectedContact = null;
+        if ($request->filled('contact_id')) {
+            $selectedContact = \App\Models\Contact::whereIn('business_id', $customerBusinessIds)
+                ->find($request->contact_id);
+        }
+
+        return view('seller.crm.threads.create', compact('business', 'contacts', 'channels', 'selectedContact'));
+    }
+
+    /**
+     * Store a new thread and send initial message
+     */
+    public function store(Request $request, Business $business)
+    {
+        $validated = $request->validate([
+            'contact_id' => 'required|exists:contacts,id',
+            'channel_type' => 'required|string|in:sms,email,whatsapp,instagram,in_app',
+            'subject' => 'nullable|string|max:255',
+            'body' => 'required|string|max:10000',
+            'attachments.*' => 'nullable|file|max:10240',
+        ]);
+
+        // Get customer business IDs (businesses that have ordered from this seller)
+        $customerBusinessIds = \App\Models\Order::whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
+            ->pluck('business_id')
+            ->unique();
+
+        // SECURITY: Verify contact belongs to a customer business
+        $contact = \App\Models\Contact::whereIn('business_id', $customerBusinessIds)
+            ->findOrFail($validated['contact_id']);
+
+        // Determine recipient address
+        $to = $validated['channel_type'] === CrmChannel::TYPE_EMAIL
+            ? $contact->email
+            : $contact->phone;
+
+        if (! $to) {
+            return back()->withInput()->withErrors([
+                'channel_type' => 'Contact does not have the required contact info for this channel.',
+            ]);
+        }
+
+        // Create thread first
+        $thread = CrmThread::create([
+            'business_id' => $business->id,
+            'contact_id' => $contact->id,
+            'account_id' => $contact->account_id,
+            'subject' => $validated['subject'],
+            'status' => 'open',
+            'priority' => 'normal',
+            'last_channel_type' => $validated['channel_type'],
+            'assigned_to' => $request->user()->id,
+        ]);
+
+        // Send the message
+        $success = $this->channelService->sendMessage(
+            businessId: $business->id,
+            channelType: $validated['channel_type'],
+            to: $to,
+            body: $validated['body'],
+            subject: $validated['subject'] ?? null,
+            threadId: $thread->id,
+            contactId: $contact->id,
+            userId: $request->user()->id,
+            attachments: $request->file('attachments', [])
+        );
+
+        if (! $success) {
+            // Delete the thread if message failed
+            $thread->delete();
+
+            return back()->withInput()->withErrors(['body' => 'Failed to send message.']);
+        }
+
+        return redirect()
+            ->route('seller.business.crm.threads.show', [$business, $thread])
+            ->with('success', 'Conversation started successfully.');
+    }
+
     /**
      * Display unified inbox
      */
     public function index(Request $request, Business $business)
     {
         $query = CrmThread::forBusiness($business->id)
-            ->with(['contact', 'assignee', 'messages' => fn ($q) => $q->latest()->limit(1)])
+            ->with(['contact', 'assignee', 'brand', 'channel', 'messages' => fn ($q) => $q->latest()->limit(1)])
             ->withCount('messages');
 
         // Filters
@@ -52,6 +152,16 @@ class ThreadController extends Controller
             $query->withPriority($request->priority);
         }
 
+        // Department filter
+        if ($request->filled('department')) {
+            $query->forDepartment($request->department);
+        }
+
+        // Brand filter
+        if ($request->filled('brand_id')) {
+            $query->forBrand($request->brand_id);
+        }
+
         if ($request->filled('search')) {
             $query->where(function ($q) use ($request) {
                 $q->where('subject', 'like', "%{$request->search}%")
@@ -70,7 +180,16 @@ class ThreadController extends Controller
         // Get available channels
         $channels = $this->channelService->getAvailableChannels($business->id);
 
-        return view('seller.crm.threads.index', compact('business', 'threads', 'teamMembers', 'channels'));
+        // Get brands for filter dropdown
+        $brands = \App\Models\Brand::where('business_id', $business->id)
+            ->where('is_active', true)
+            ->orderBy('name')
+            ->get();
+
+        // Get departments for filter dropdown
+        $departments = CrmChannel::DEPARTMENTS;
+
+        return view('seller.crm.threads.index', compact('business', 'threads', 'teamMembers', 'channels', 'brands', 'departments'));
     }
 
     /**
@@ -88,6 +207,8 @@ class ThreadController extends Controller
             'contact',
             'account',
             'assignee',
+            'brand',
+            'channel',
             'messages.attachments',
             'messages.user',
             'deals',
@@ -168,6 +289,12 @@ class ThreadController extends Controller
             return back()->withErrors(['body' => 'Failed to send message.']);
         }
 
+        // Auto-assign thread to sender if unassigned
+        if ($thread->assigned_to === null) {
+            $thread->assigned_to = $request->user()->id;
+            $thread->save();
+        }
+
         // Handle SLA
         $this->slaService->handleOutboundMessage($thread);
 

app/Http/Controllers/Seller/EmailSettingsController.php

@@ -22,6 +22,7 @@ class EmailSettingsController extends Controller
             'business' => $business,
             'settings' => $settings,
             'drivers' => BusinessMailSettings::DRIVERS,
+            'providers' => BusinessMailSettings::PROVIDERS,
             'encryptions' => BusinessMailSettings::ENCRYPTIONS,
             'commonPorts' => BusinessMailSettings::COMMON_PORTS,
         ]);
@@ -34,6 +35,7 @@ class EmailSettingsController extends Controller
     {
         $validated = $request->validate([
             'driver' => ['required', 'string', Rule::in(array_keys(BusinessMailSettings::DRIVERS))],
+            'provider' => ['required', 'string', Rule::in(array_keys(BusinessMailSettings::PROVIDERS))],
             'host' => ['nullable', 'string', 'max:255'],
             'port' => ['nullable', 'integer', 'min:1', 'max:65535'],
             'encryption' => ['nullable', 'string', Rule::in(['tls', 'ssl', ''])],
@@ -43,6 +45,9 @@ class EmailSettingsController extends Controller
             'from_email' => ['nullable', 'email', 'max:255'],
             'reply_to_email' => ['nullable', 'email', 'max:255'],
             'is_active' => ['boolean'],
+            // Postal-specific config fields
+            'postal_server_url' => ['nullable', 'url', 'max:255'],
+            'postal_webhook_secret' => ['nullable', 'string', 'max:255'],
         ]);
 
         // Handle empty encryption value
@@ -55,6 +60,21 @@ class EmailSettingsController extends Controller
             unset($validated['password']);
         }
 
+        // Build provider_config from provider-specific fields
+        $providerConfig = [];
+        if ($validated['provider'] === BusinessMailSettings::PROVIDER_POSTAL) {
+            if (! empty($validated['postal_server_url'])) {
+                $providerConfig['server_url'] = $validated['postal_server_url'];
+            }
+            if (! empty($validated['postal_webhook_secret'])) {
+                $providerConfig['webhook_secret'] = $validated['postal_webhook_secret'];
+            }
+        }
+        $validated['provider_config'] = ! empty($providerConfig) ? $providerConfig : null;
+
+        // Remove provider-specific fields from main validated array
+        unset($validated['postal_server_url'], $validated['postal_webhook_secret']);
+
         $settings = BusinessMailSettings::getOrCreate($business);
         $settings->update($validated);
 

app/Http/Controllers/Seller/InvoiceController.php

@@ -3,10 +3,13 @@
 namespace App\Http\Controllers\Seller;
 
 use App\Http\Controllers\Controller;
+use App\Mail\Invoices\InvoiceSentMail;
 use App\Models\Business;
 use App\Models\Invoice;
+use App\Models\InvoicePayment;
 use App\Services\InvoiceService;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Mail;
 use Illuminate\Support\Facades\Storage;
 use Symfony\Component\HttpFoundation\Response;
 
@@ -25,64 +28,7 @@ class InvoiceController extends Controller
             ->orderBy('name')
             ->get();
 
-        // Get all products from brands owned by this business with images, stock levels, and batches
-        $products = \App\Models\Product::forBusiness($business)
-            ->where('is_active', true)
-            ->with(['brand', 'images', 'availableBatches.labs'])
-            ->select('id', 'brand_id', 'name', 'sku', 'description', 'wholesale_price', 'msrp_price',
-                'quantity_on_hand', 'quantity_allocated', 'type', 'image_path')
-            ->orderBy('name')
-            ->get()
-            ->map(function ($product) use ($business) {
-                // Map batches with their COA data
-                $batches = $product->availableBatches->map(function ($batch) {
-                    $latestLab = $batch->getLatestLab();
-
-                    return [
-                        'id' => $batch->id,
-                        'batch_number' => $batch->batch_number,
-                        'quantity_available' => $batch->quantity_available,
-                        'production_date' => $batch->production_date?->format('M j, Y'),
-                        'expiration_date' => $batch->expiration_date?->format('M j, Y'),
-                        'is_expiring_soon' => $batch->isExpiringSoon(),
-                        'lab' => $latestLab ? [
-                            'total_thc' => $latestLab->total_thc,
-                            'total_cbd' => $latestLab->total_cbd,
-                            'test_date' => $latestLab->test_date->format('M j, Y'),
-                            'lab_name' => $latestLab->lab_name,
-                            'compliance_pass' => $latestLab->compliance_pass,
-                            'terpene_profile' => $latestLab->terpene_profile,
-                        ] : null,
-                    ];
-                });
-
-                // Calculate inventory from InventoryItem model
-                $totalOnHand = $product->inventoryItems()
-                    ->where('business_id', $business->id)
-                    ->sum('quantity_on_hand');
-                $totalAllocated = $product->inventoryItems()
-                    ->where('business_id', $business->id)
-                    ->sum('quantity_allocated');
-
-                return [
-                    'id' => $product->id,
-                    'name' => $product->name,
-                    'sku' => $product->sku,
-                    'description' => $product->description,
-                    'brand_name' => $product->brand?->name,
-                    'wholesale_price' => $product->wholesale_price,
-                    'msrp_price' => $product->msrp_price,
-                    'quantity_on_hand' => $totalOnHand,
-                    'quantity_allocated' => $totalAllocated,
-                    'quantity_available' => max(0, $totalOnHand - $totalAllocated),
-                    'type' => $product->type,
-                    'image_url' => $product->images->first()?->path
-                        ? \Storage::url($product->images->first()->path)
-                        : ($product->image_path ? \Storage::url($product->image_path) : null),
-                    'batches' => $batches,
-                    'has_batches' => $batches->count() > 0,
-                ];
-            });
+        // Products are loaded via API search (/search/invoice-products) for better performance
 
         // Get recently invoiced products (last 30 days, top 10 most common)
         $recentProducts = \App\Models\Product::forBusiness($business)
@@ -118,7 +64,7 @@ class InvoiceController extends Controller
                 ];
             });
 
-        return view('seller.invoices.create', compact('business', 'buyers', 'products', 'recentProducts'));
+        return view('seller.invoices.create', compact('business', 'buyers', 'recentProducts'));
     }
 
     /**
@@ -172,7 +118,7 @@ class InvoiceController extends Controller
     /**
      * Display a listing of invoices for the business.
      */
-    public function index(Business $business)
+    public function index(Business $business, Request $request)
     {
         // Get brand IDs for this business (single query, reused for filtering)
         $brandIds = $business->brands()->pluck('id');
@@ -192,11 +138,47 @@ class InvoiceController extends Controller
                 ->where('due_date', '<', now())->count(),
         ];
 
+        // Apply search filter - search by customer business name or invoice number
+        $search = $request->input('search');
+        if ($search) {
+            $baseQuery->where(function ($query) use ($search) {
+                $query->where('invoice_number', 'ilike', "%{$search}%")
+                    ->orWhereHas('business', function ($q) use ($search) {
+                        $q->where('name', 'ilike', "%{$search}%");
+                    });
+            });
+        }
+
+        // Apply status filter
+        $status = $request->input('status');
+        if ($status === 'unpaid') {
+            $baseQuery->where('payment_status', 'unpaid');
+        } elseif ($status === 'paid') {
+            $baseQuery->where('payment_status', 'paid');
+        } elseif ($status === 'overdue') {
+            $baseQuery->where('payment_status', '!=', 'paid')
+                ->where('due_date', '<', now());
+        }
+
         // Paginate with only the relations needed for display
         $invoices = (clone $baseQuery)
             ->with(['business:id,name,primary_contact_email,business_email', 'order:id,contact_id,user_id', 'order.contact:id,first_name,last_name,email', 'order.user:id,email'])
             ->latest()
-            ->paginate(25);
+            ->paginate(25)
+            ->withQueryString();
+
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $invoices->map(fn ($i) => [
+                    'hashid' => $i->hashid,
+                    'name' => $i->invoice_number.' - '.$i->business->name,
+                    'invoice_number' => $i->invoice_number,
+                    'customer' => $i->business->name,
+                    'status' => $i->payment_status,
+                ])->values()->toArray(),
+            ]);
+        }
 
         return view('seller.invoices.index', compact('business', 'invoices', 'stats'));
     }
@@ -207,7 +189,13 @@ class InvoiceController extends Controller
     public function show(Business $business, Invoice $invoice)
     {
         // Verify invoice belongs to this business through order items
-        $invoice->load(['order.items.product.brand', 'business']);
+        $invoice->load([
+            'order.items.product.brand',
+            'order.contact',
+            'order.user',
+            'business',
+            'payments.recordedByUser',
+        ]);
 
         // Check if any of the order's items belong to brands owned by this business
         $belongsToBusiness = $invoice->order->items->some(function ($item) use ($business) {
@@ -297,4 +285,102 @@ class InvoiceController extends Controller
             'contacts' => $contacts,
         ]);
     }
+
+    /**
+     * Send invoice by email.
+     */
+    public function send(Business $business, Invoice $invoice, Request $request, InvoiceService $invoiceService): Response
+    {
+        // Verify invoice belongs to this business through order items
+        $invoice->load('order.items.product.brand');
+
+        $belongsToBusiness = $invoice->order->items->some(function ($item) use ($business) {
+            return $item->product && $item->product->belongsToBusiness($business);
+        });
+
+        if (! $belongsToBusiness) {
+            abort(403, 'This invoice does not belong to your business');
+        }
+
+        $validated = $request->validate([
+            'to' => ['required', 'email'],
+            'cc' => ['nullable', 'email'],
+            'message' => ['nullable', 'string', 'max:2000'],
+            'attach_pdf' => ['sometimes', 'boolean'],
+        ]);
+
+        // Generate PDF if requested
+        $pdfContent = null;
+        if ($validated['attach_pdf'] ?? false) {
+            // Regenerate PDF if it doesn't exist
+            if (! $invoice->pdf_path || ! Storage::disk('local')->exists($invoice->pdf_path)) {
+                $invoiceService->regeneratePdf($invoice);
+                $invoice->refresh();
+            }
+
+            if ($invoice->pdf_path && Storage::disk('local')->exists($invoice->pdf_path)) {
+                $pdfContent = Storage::disk('local')->get($invoice->pdf_path);
+            }
+        }
+
+        // Send email
+        $mail = Mail::to($validated['to']);
+
+        if (! empty($validated['cc'])) {
+            $mail->cc($validated['cc']);
+        }
+
+        $mail->send(new InvoiceSentMail(
+            $invoice,
+            $validated['message'] ?? null,
+            $pdfContent
+        ));
+
+        return back()->with('success', 'Invoice sent successfully to '.$validated['to']);
+    }
+
+    /**
+     * Record a payment for an invoice.
+     */
+    public function recordPayment(Business $business, Invoice $invoice, Request $request): Response
+    {
+        // Verify invoice belongs to this business through order items
+        $invoice->load('order.items.product.brand');
+
+        $belongsToBusiness = $invoice->order->items->some(function ($item) use ($business) {
+            return $item->product && $item->product->belongsToBusiness($business);
+        });
+
+        if (! $belongsToBusiness) {
+            abort(403, 'This invoice does not belong to your business');
+        }
+
+        if ($invoice->payment_status === 'paid') {
+            return back()->withErrors(['error' => 'This invoice is already fully paid.']);
+        }
+
+        $validated = $request->validate([
+            'amount' => ['required', 'numeric', 'min:0.01', 'max:'.$invoice->amount_due],
+            'payment_date' => ['required', 'date'],
+            'payment_method' => ['required', 'string', 'in:cash,check,wire,ach,credit_card,bank_transfer,other'],
+            'reference' => ['nullable', 'string', 'max:255'],
+            'notes' => ['nullable', 'string', 'max:500'],
+        ]);
+
+        InvoicePayment::create([
+            'invoice_id' => $invoice->id,
+            'amount' => $validated['amount'],
+            'payment_date' => $validated['payment_date'],
+            'payment_method' => $validated['payment_method'],
+            'reference' => $validated['reference'],
+            'notes' => $validated['notes'],
+            'recorded_by' => $request->user()->id,
+        ]);
+
+        $statusMessage = $invoice->fresh()->payment_status === 'paid'
+            ? 'Payment recorded. Invoice is now fully paid.'
+            : 'Payment recorded successfully.';
+
+        return back()->with('success', $statusMessage);
+    }
 }

app/Http/Controllers/Seller/Marketing/CampaignController.php

@@ -6,6 +6,7 @@ use App\Http\Controllers\Controller;
 use App\Models\Brand;
 use App\Models\Marketing\Campaign;
 use App\Models\Marketing\MarketingChannel;
+use App\Models\Marketing\MarketingPromo;
 use App\Models\Marketing\MarketingTemplate;
 use App\Services\AI\TemplatePromptBuilder;
 use App\Services\Marketing\AIContentService;
@@ -45,13 +46,21 @@ class CampaignController extends Controller
         $preselectedSegment = $request->query('segment');
         $preselectedBrand = $request->query('brand_id');
 
+        // Pre-populate from Promo if promo_id provided
+        $promo = null;
+        if ($request->query('promo_id')) {
+            $promo = MarketingPromo::where('business_id', $business->id)
+                ->find($request->query('promo_id'));
+        }
+
         return view('seller.marketing.campaigns.create', compact(
             'business',
             'brands',
             'channels',
             'templates',
             'preselectedSegment',
-            'preselectedBrand'
+            'preselectedBrand',
+            'promo'
         ));
     }
 

app/Http/Controllers/Seller/Marketing/IntelligenceController.php

@@ -0,0 +1,148 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Marketing;
+
+use App\Http\Controllers\Controller;
+use App\Models\Brand;
+use App\Services\Marketing\MarketingIntelligenceService;
+use Illuminate\Http\Request;
+
+/**
+ * Marketing Intelligence Controller
+ *
+ * Displays market intelligence data from CannaiQ including:
+ * - Store-level metrics (pricing position, market share, trends)
+ * - Product metrics (velocity, pricing history, competitor positioning)
+ * - Competitor snapshots (out-of-stock, pricing, promotions)
+ */
+class IntelligenceController extends Controller
+{
+    protected MarketingIntelligenceService $intelligence;
+
+    public function __construct(MarketingIntelligenceService $intelligence)
+    {
+        $this->intelligence = $intelligence;
+    }
+
+    /**
+     * Display the marketing intelligence dashboard
+     */
+    public function index(Request $request)
+    {
+        $business = currentBusiness();
+
+        // Get brands for filtering
+        $brands = Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get();
+
+        // Get store external ID from business settings or request
+        $storeExternalId = $request->get('store_id', $business->cannaiq_store_id ?? null);
+
+        // Fetch intelligence data if store is configured
+        $storeMetrics = [];
+        $productMetrics = [];
+        $competitorSnapshot = [];
+        $trends = [];
+
+        if ($storeExternalId) {
+            $storeMetrics = $this->intelligence->getStoreIntelligence($business->id, $storeExternalId);
+            $productMetrics = $this->intelligence->getProductIntelligence($business->id, $storeExternalId, 20);
+            $competitorSnapshot = $this->intelligence->getCompetitorSnapshot($business->id, $storeExternalId);
+            $trends = $this->intelligence->getMarketTrends($business->id, $storeExternalId);
+        }
+
+        return view('seller.marketing.intelligence.index', compact(
+            'business',
+            'brands',
+            'storeExternalId',
+            'storeMetrics',
+            'productMetrics',
+            'competitorSnapshot',
+            'trends'
+        ));
+    }
+
+    /**
+     * Display store-level intelligence details
+     */
+    public function store(Request $request, $businessSlug, string $storeExternalId)
+    {
+        $business = currentBusiness();
+
+        $storeData = $this->intelligence->getStoreIntelligence($business->id, $storeExternalId);
+        $productMetrics = $this->intelligence->getProductIntelligence($business->id, $storeExternalId, 50);
+        $trends = $this->intelligence->getMarketTrends($business->id, $storeExternalId);
+
+        return view('seller.marketing.intelligence.store', compact(
+            'business',
+            'storeExternalId',
+            'storeData',
+            'productMetrics',
+            'trends'
+        ));
+    }
+
+    /**
+     * Display product-level intelligence details
+     */
+    public function product(Request $request, $businessSlug, string $productExternalId)
+    {
+        $business = currentBusiness();
+
+        // Get store context
+        $storeExternalId = $request->get('store_id', $business->cannaiq_store_id ?? null);
+
+        $productData = [];
+        $priceHistory = [];
+        $competitorPricing = [];
+
+        if ($storeExternalId) {
+            // Get product data from cached metrics
+            $allProducts = $this->intelligence->getProductIntelligence($business->id, $storeExternalId, 100);
+            $products = $allProducts['products'] ?? [];
+
+            // Find the specific product
+            $productData = collect($products)->firstWhere('product_id', $productExternalId) ?? [];
+
+            // Price history would come from historical snapshots
+            // For now, placeholder
+            $priceHistory = [];
+            $competitorPricing = [];
+        }
+
+        return view('seller.marketing.intelligence.product', compact(
+            'business',
+            'productExternalId',
+            'productData',
+            'priceHistory',
+            'competitorPricing'
+        ));
+    }
+
+    /**
+     * Refresh intelligence data from CannaiQ
+     */
+    public function refresh(Request $request, $businessSlug)
+    {
+        $business = currentBusiness();
+        $storeExternalId = $request->get('store_id', $business->cannaiq_store_id ?? null);
+
+        if (! $storeExternalId) {
+            return redirect()
+                ->route('seller.business.marketing.intelligence.index', $business->slug)
+                ->with('error', 'No store configured for intelligence data.');
+        }
+
+        $results = $this->intelligence->refreshIntelligence($business->id, $storeExternalId);
+
+        $successCount = count(array_filter($results));
+        $message = $successCount > 0
+            ? "Intelligence data refreshed ({$successCount}/3 data sources updated)."
+            : 'Failed to refresh intelligence data. Please try again later.';
+
+        return redirect()
+            ->route('seller.business.marketing.intelligence.index', $business->slug)
+            ->with($successCount > 0 ? 'success' : 'error', $message);
+    }
+}

app/Http/Controllers/Seller/Marketing/MarketingCampaignController.php

@@ -0,0 +1,338 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Marketing;
+
+use App\Http\Controllers\Controller;
+use App\Jobs\SendMarketingCampaignJob;
+use App\Models\Business;
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\Marketing\MarketingList;
+use App\Models\Marketing\MarketingPromo;
+use App\Services\Messaging\EmailSender;
+use App\Services\Messaging\SmsSender;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\RedirectResponse;
+use Illuminate\Http\Request;
+use Illuminate\View\View;
+
+class MarketingCampaignController extends Controller
+{
+    public function index(Request $request, Business $business): View
+    {
+        $query = MarketingCampaign::forBusiness($business->id)
+            ->with('list')
+            ->orderBy('created_at', 'desc');
+
+        if ($request->filled('status')) {
+            $query->where('status', $request->status);
+        }
+
+        if ($request->filled('channel')) {
+            $query->channel($request->channel);
+        }
+
+        $campaigns = $query->paginate(25)->withQueryString();
+
+        return view('seller.marketing.campaigns.index', [
+            'business' => $business,
+            'campaigns' => $campaigns,
+            'statuses' => MarketingCampaign::STATUSES,
+            'channels' => MarketingCampaign::CHANNELS,
+            'filters' => $request->only(['status', 'channel']),
+        ]);
+    }
+
+    public function create(Request $request, Business $business): View
+    {
+        $lists = MarketingList::forBusiness($business->id)->get();
+
+        // Pre-fill from promo if source=promo
+        $prefill = [];
+        if ($request->source === 'promo' && $request->promo_id) {
+            $promo = MarketingPromo::forBusiness($business->id)->find($request->promo_id);
+            if ($promo) {
+                $prefill = $this->prefillFromPromo($promo, $request->channel ?? 'email');
+            }
+        }
+
+        return view('seller.marketing.campaigns.create', [
+            'business' => $business,
+            'lists' => $lists,
+            'channels' => MarketingCampaign::CHANNELS,
+            'prefill' => $prefill,
+            'source' => $request->source,
+            'sourceId' => $request->promo_id,
+        ]);
+    }
+
+    public function store(Request $request, Business $business): RedirectResponse
+    {
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'channel' => 'required|in:email,sms,multi',
+            'marketing_list_id' => 'nullable|exists:marketing_lists,id',
+            'subject' => 'nullable|string|max:255',
+            'email_preview_text' => 'nullable|string|max:255',
+            'sms_body' => 'nullable|string|max:1600',
+            'email_body_html' => 'nullable|string',
+            'from_name' => 'nullable|string|max:255',
+            'from_email' => 'nullable|email|max:255',
+            'source_type' => 'nullable|string|in:manual,promo,automation',
+            'source_id' => 'nullable|integer',
+        ]);
+
+        // Verify list belongs to business
+        if ($validated['marketing_list_id']) {
+            $list = MarketingList::where('business_id', $business->id)
+                ->find($validated['marketing_list_id']);
+            if (! $list) {
+                return back()->withErrors(['marketing_list_id' => 'Invalid list selected.'])->withInput();
+            }
+        }
+
+        $campaign = MarketingCampaign::create([
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'channel' => $validated['channel'],
+            'status' => MarketingCampaign::STATUS_DRAFT,
+            'marketing_list_id' => $validated['marketing_list_id'] ?? null,
+            'subject' => $validated['subject'] ?? null,
+            'email_preview_text' => $validated['email_preview_text'] ?? null,
+            'sms_body' => $validated['sms_body'] ?? null,
+            'email_body_html' => $validated['email_body_html'] ?? null,
+            'from_name' => $validated['from_name'] ?? null,
+            'from_email' => $validated['from_email'] ?? null,
+            'source_type' => $validated['source_type'] ?? MarketingCampaign::SOURCE_MANUAL,
+            'source_id' => $validated['source_id'] ?? null,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.campaigns.show', [$business, $campaign])
+            ->with('success', 'Campaign created successfully.');
+    }
+
+    public function show(Business $business, MarketingCampaign $campaign): View
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        $campaign->load('list', 'messageLogs');
+
+        return view('seller.marketing.campaigns.show', [
+            'business' => $business,
+            'campaign' => $campaign,
+        ]);
+    }
+
+    public function edit(Business $business, MarketingCampaign $campaign): View
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if (! $campaign->canEdit()) {
+            return redirect()
+                ->route('seller.business.marketing.campaigns.show', [$business, $campaign])
+                ->with('error', 'Cannot edit a campaign that is sending or sent.');
+        }
+
+        $lists = MarketingList::forBusiness($business->id)->get();
+
+        return view('seller.marketing.campaigns.edit', [
+            'business' => $business,
+            'campaign' => $campaign,
+            'lists' => $lists,
+            'channels' => MarketingCampaign::CHANNELS,
+        ]);
+    }
+
+    public function update(Request $request, Business $business, MarketingCampaign $campaign): RedirectResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if (! $campaign->canEdit()) {
+            return back()->with('error', 'Cannot edit a campaign that is sending or sent.');
+        }
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'channel' => 'required|in:email,sms,multi',
+            'marketing_list_id' => 'nullable|exists:marketing_lists,id',
+            'subject' => 'nullable|string|max:255',
+            'email_preview_text' => 'nullable|string|max:255',
+            'sms_body' => 'nullable|string|max:1600',
+            'email_body_html' => 'nullable|string',
+            'from_name' => 'nullable|string|max:255',
+            'from_email' => 'nullable|email|max:255',
+        ]);
+
+        // Verify list belongs to business
+        if ($validated['marketing_list_id']) {
+            $list = MarketingList::where('business_id', $business->id)
+                ->find($validated['marketing_list_id']);
+            if (! $list) {
+                return back()->withErrors(['marketing_list_id' => 'Invalid list selected.'])->withInput();
+            }
+        }
+
+        $campaign->update([
+            'name' => $validated['name'],
+            'channel' => $validated['channel'],
+            'marketing_list_id' => $validated['marketing_list_id'] ?? null,
+            'subject' => $validated['subject'] ?? null,
+            'email_preview_text' => $validated['email_preview_text'] ?? null,
+            'sms_body' => $validated['sms_body'] ?? null,
+            'email_body_html' => $validated['email_body_html'] ?? null,
+            'from_name' => $validated['from_name'] ?? null,
+            'from_email' => $validated['from_email'] ?? null,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.campaigns.show', [$business, $campaign])
+            ->with('success', 'Campaign updated successfully.');
+    }
+
+    public function schedule(Request $request, Business $business, MarketingCampaign $campaign): RedirectResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if (! $campaign->canSchedule()) {
+            return back()->with('error', 'Cannot schedule this campaign.');
+        }
+
+        $validated = $request->validate([
+            'send_at' => 'required|date|after:now',
+        ]);
+
+        $campaign->schedule(new \DateTime($validated['send_at']));
+
+        return back()->with('success', 'Campaign scheduled for '.date('M j, Y g:i A', strtotime($validated['send_at'])));
+    }
+
+    public function sendNow(Business $business, MarketingCampaign $campaign): RedirectResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if (! $campaign->canSend()) {
+            return back()->with('error', 'Cannot send this campaign. Make sure a list is selected and campaign is in draft status.');
+        }
+
+        SendMarketingCampaignJob::dispatch($campaign->id);
+
+        return back()->with('success', 'Campaign is now being sent.');
+    }
+
+    public function cancel(Business $business, MarketingCampaign $campaign): RedirectResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if (! $campaign->canCancel()) {
+            return back()->with('error', 'Cannot cancel this campaign.');
+        }
+
+        $campaign->cancel();
+
+        return back()->with('success', 'Campaign cancelled.');
+    }
+
+    public function testEmail(Request $request, Business $business, MarketingCampaign $campaign, EmailSender $emailSender): JsonResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        $validated = $request->validate([
+            'email' => 'required|email',
+        ]);
+
+        if (! $campaign->hasEmailContent()) {
+            return response()->json(['success' => false, 'message' => 'Campaign has no email content.']);
+        }
+
+        $result = $emailSender->sendTestEmail($campaign, $validated['email']);
+
+        return response()->json($result);
+    }
+
+    public function testSms(Request $request, Business $business, MarketingCampaign $campaign, SmsSender $smsSender): JsonResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        $validated = $request->validate([
+            'phone' => 'required|string',
+        ]);
+
+        if (! $campaign->hasSmsContent()) {
+            return response()->json(['success' => false, 'message' => 'Campaign has no SMS content.']);
+        }
+
+        $result = $smsSender->sendTestSms($campaign, $validated['phone']);
+
+        return response()->json($result);
+    }
+
+    public function destroy(Business $business, MarketingCampaign $campaign): RedirectResponse
+    {
+        $this->authorizeCampaign($business, $campaign);
+
+        if ($campaign->status === MarketingCampaign::STATUS_SENDING) {
+            return back()->with('error', 'Cannot delete a campaign that is currently sending.');
+        }
+
+        $campaign->delete();
+
+        return redirect()
+            ->route('seller.business.marketing.campaigns.index', $business)
+            ->with('success', 'Campaign deleted successfully.');
+    }
+
+    protected function authorizeCampaign(Business $business, MarketingCampaign $campaign): void
+    {
+        if ($campaign->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+
+    protected function prefillFromPromo(MarketingPromo $promo, string $channel): array
+    {
+        $name = $promo->name.' - '.($channel === 'sms' ? 'SMS' : 'Email').' Blast';
+        $subject = $promo->name;
+
+        // Build simple description from promo
+        $description = $promo->description ?? '';
+        $dateRange = '';
+        if ($promo->start_date && $promo->end_date) {
+            $dateRange = 'Valid '.$promo->start_date->format('M j').' - '.$promo->end_date->format('M j');
+        }
+
+        // Simple email template
+        $emailHtml = <<<HTML
+<!DOCTYPE html>
+<html>
+<head>
+    <meta charset="utf-8">
+    <title>{$promo->name}</title>
+</head>
+<body style="font-family: Arial, sans-serif; line-height: 1.6; color: #333; max-width: 600px; margin: 0 auto; padding: 20px;">
+    <h1 style="color: #1a1a1a;">{$promo->name}</h1>
+    <p>{$description}</p>
+    <p style="font-weight: bold; color: #059669;">{$dateRange}</p>
+    <p>Don't miss out on this limited time offer!</p>
+</body>
+</html>
+HTML;
+
+        // Simple SMS
+        $smsBody = $promo->name;
+        if ($description) {
+            $smsBody .= ' - '.substr($description, 0, 100);
+        }
+        if ($dateRange) {
+            $smsBody .= '. '.$dateRange;
+        }
+
+        return [
+            'name' => $name,
+            'subject' => $subject,
+            'email_body_html' => $emailHtml,
+            'sms_body' => $smsBody,
+            'source_type' => MarketingCampaign::SOURCE_PROMO,
+            'source_id' => $promo->id,
+        ];
+    }
+}

app/Http/Controllers/Seller/Marketing/MarketingContactController.php

@@ -0,0 +1,183 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Marketing;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Marketing\MarketingContact;
+use App\Models\Marketing\MarketingList;
+use Illuminate\Http\RedirectResponse;
+use Illuminate\Http\Request;
+use Illuminate\View\View;
+
+class MarketingContactController extends Controller
+{
+    public function index(Request $request, Business $business): View
+    {
+        $query = MarketingContact::forBusiness($business->id)
+            ->orderBy('created_at', 'desc');
+
+        if ($request->filled('type')) {
+            $query->ofType($request->type);
+        }
+
+        if ($request->filled('subscribed')) {
+            if ($request->subscribed === 'email') {
+                $query->subscribedEmail();
+            } elseif ($request->subscribed === 'sms') {
+                $query->subscribedSms();
+            }
+        }
+
+        if ($request->filled('search')) {
+            $search = $request->search;
+            $query->where(function ($q) use ($search) {
+                $q->where('email', 'ILIKE', "%{$search}%")
+                    ->orWhere('phone', 'ILIKE', "%{$search}%")
+                    ->orWhere('first_name', 'ILIKE', "%{$search}%")
+                    ->orWhere('last_name', 'ILIKE', "%{$search}%");
+            });
+        }
+
+        $contacts = $query->paginate(25)->withQueryString();
+
+        $lists = MarketingList::forBusiness($business->id)->get();
+
+        return view('seller.marketing.contacts.index', [
+            'business' => $business,
+            'contacts' => $contacts,
+            'lists' => $lists,
+            'types' => MarketingContact::TYPES,
+            'filters' => $request->only(['type', 'subscribed', 'search']),
+        ]);
+    }
+
+    public function create(Business $business): View
+    {
+        return view('seller.marketing.contacts.create', [
+            'business' => $business,
+            'types' => MarketingContact::TYPES,
+            'sources' => MarketingContact::SOURCES,
+        ]);
+    }
+
+    public function store(Request $request, Business $business): RedirectResponse
+    {
+        $validated = $request->validate([
+            'type' => 'required|in:buyer,consumer,internal',
+            'email' => 'nullable|email|max:255',
+            'phone' => 'nullable|string|max:20',
+            'first_name' => 'nullable|string|max:100',
+            'last_name' => 'nullable|string|max:100',
+            'tags' => 'nullable|array',
+            'is_subscribed_email' => 'boolean',
+            'is_subscribed_sms' => 'boolean',
+        ]);
+
+        if (empty($validated['email']) && empty($validated['phone'])) {
+            return back()->withErrors(['email' => 'Either email or phone is required.'])->withInput();
+        }
+
+        $contact = MarketingContact::create([
+            'business_id' => $business->id,
+            'type' => $validated['type'],
+            'email' => $validated['email'] ?? null,
+            'phone' => $validated['phone'] ?? null,
+            'first_name' => $validated['first_name'] ?? null,
+            'last_name' => $validated['last_name'] ?? null,
+            'tags' => $validated['tags'] ?? [],
+            'source' => MarketingContact::SOURCE_MANUAL,
+            'is_subscribed_email' => $validated['is_subscribed_email'] ?? true,
+            'is_subscribed_sms' => $validated['is_subscribed_sms'] ?? true,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.contacts.index', $business)
+            ->with('success', 'Contact created successfully.');
+    }
+
+    public function edit(Business $business, MarketingContact $contact): View
+    {
+        $this->authorizeContact($business, $contact);
+
+        return view('seller.marketing.contacts.edit', [
+            'business' => $business,
+            'contact' => $contact,
+            'types' => MarketingContact::TYPES,
+            'sources' => MarketingContact::SOURCES,
+        ]);
+    }
+
+    public function update(Request $request, Business $business, MarketingContact $contact): RedirectResponse
+    {
+        $this->authorizeContact($business, $contact);
+
+        $validated = $request->validate([
+            'type' => 'required|in:buyer,consumer,internal',
+            'email' => 'nullable|email|max:255',
+            'phone' => 'nullable|string|max:20',
+            'first_name' => 'nullable|string|max:100',
+            'last_name' => 'nullable|string|max:100',
+            'tags' => 'nullable|array',
+            'is_subscribed_email' => 'boolean',
+            'is_subscribed_sms' => 'boolean',
+        ]);
+
+        if (empty($validated['email']) && empty($validated['phone'])) {
+            return back()->withErrors(['email' => 'Either email or phone is required.'])->withInput();
+        }
+
+        $contact->update([
+            'type' => $validated['type'],
+            'email' => $validated['email'] ?? null,
+            'phone' => $validated['phone'] ?? null,
+            'first_name' => $validated['first_name'] ?? null,
+            'last_name' => $validated['last_name'] ?? null,
+            'tags' => $validated['tags'] ?? [],
+            'is_subscribed_email' => $validated['is_subscribed_email'] ?? true,
+            'is_subscribed_sms' => $validated['is_subscribed_sms'] ?? true,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.contacts.index', $business)
+            ->with('success', 'Contact updated successfully.');
+    }
+
+    public function destroy(Business $business, MarketingContact $contact): RedirectResponse
+    {
+        $this->authorizeContact($business, $contact);
+
+        $contact->delete();
+
+        return redirect()
+            ->route('seller.business.marketing.contacts.index', $business)
+            ->with('success', 'Contact deleted successfully.');
+    }
+
+    public function addToList(Request $request, Business $business): RedirectResponse
+    {
+        $validated = $request->validate([
+            'contact_ids' => 'required|array',
+            'contact_ids.*' => 'integer|exists:marketing_contacts,id',
+            'list_id' => 'required|integer|exists:marketing_lists,id',
+        ]);
+
+        $list = MarketingList::where('business_id', $business->id)
+            ->findOrFail($validated['list_id']);
+
+        $contacts = MarketingContact::forBusiness($business->id)
+            ->whereIn('id', $validated['contact_ids'])
+            ->pluck('id');
+
+        $list->addContacts($contacts->toArray());
+
+        return back()->with('success', count($contacts).' contact(s) added to list.');
+    }
+
+    protected function authorizeContact(Business $business, MarketingContact $contact): void
+    {
+        if ($contact->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+}

app/Http/Controllers/Seller/Marketing/MarketingListController.php

@@ -0,0 +1,128 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Marketing;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Marketing\MarketingList;
+use Illuminate\Http\RedirectResponse;
+use Illuminate\Http\Request;
+use Illuminate\View\View;
+
+class MarketingListController extends Controller
+{
+    public function index(Business $business): View
+    {
+        $lists = MarketingList::forBusiness($business->id)
+            ->withCount('contacts')
+            ->orderBy('created_at', 'desc')
+            ->paginate(25);
+
+        return view('seller.marketing.lists.index', [
+            'business' => $business,
+            'lists' => $lists,
+        ]);
+    }
+
+    public function create(Business $business): View
+    {
+        return view('seller.marketing.lists.create', [
+            'business' => $business,
+            'types' => MarketingList::TYPES,
+        ]);
+    }
+
+    public function store(Request $request, Business $business): RedirectResponse
+    {
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'description' => 'nullable|string|max:1000',
+            'type' => 'required|in:static,smart',
+            'filters' => 'nullable|array',
+        ]);
+
+        MarketingList::create([
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'description' => $validated['description'] ?? null,
+            'type' => $validated['type'],
+            'filters' => $validated['filters'] ?? null,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.lists.index', $business)
+            ->with('success', 'List created successfully.');
+    }
+
+    public function show(Business $business, MarketingList $list): View
+    {
+        $this->authorizeList($business, $list);
+
+        $contacts = $list->getContacts()->paginate(25);
+
+        return view('seller.marketing.lists.show', [
+            'business' => $business,
+            'list' => $list,
+            'contacts' => $contacts,
+        ]);
+    }
+
+    public function edit(Business $business, MarketingList $list): View
+    {
+        $this->authorizeList($business, $list);
+
+        return view('seller.marketing.lists.edit', [
+            'business' => $business,
+            'list' => $list,
+            'types' => MarketingList::TYPES,
+        ]);
+    }
+
+    public function update(Request $request, Business $business, MarketingList $list): RedirectResponse
+    {
+        $this->authorizeList($business, $list);
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'description' => 'nullable|string|max:1000',
+            'filters' => 'nullable|array',
+        ]);
+
+        $list->update([
+            'name' => $validated['name'],
+            'description' => $validated['description'] ?? null,
+            'filters' => $validated['filters'] ?? null,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.lists.index', $business)
+            ->with('success', 'List updated successfully.');
+    }
+
+    public function destroy(Business $business, MarketingList $list): RedirectResponse
+    {
+        $this->authorizeList($business, $list);
+
+        $list->delete();
+
+        return redirect()
+            ->route('seller.business.marketing.lists.index', $business)
+            ->with('success', 'List deleted successfully.');
+    }
+
+    public function removeContact(Business $business, MarketingList $list, int $contactId): RedirectResponse
+    {
+        $this->authorizeList($business, $list);
+
+        $list->removeContacts([$contactId]);
+
+        return back()->with('success', 'Contact removed from list.');
+    }
+
+    protected function authorizeList(Business $business, MarketingList $list): void
+    {
+        if ($list->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+}

app/Http/Controllers/Seller/Marketing/PromoController.php

@@ -0,0 +1,382 @@
+<?php
+
+namespace App\Http\Controllers\Seller\Marketing;
+
+use App\Http\Controllers\Controller;
+use App\Models\Brand;
+use App\Models\Marketing\MarketingPromo;
+use App\Services\Marketing\PromoRecommendationService;
+use Illuminate\Http\Request;
+
+/**
+ * Promo Builder Controller
+ *
+ * Manages promotional offers including:
+ * - Creating promos with AI recommendations
+ * - Targeting stores, brands, or categories
+ * - Estimating lift and margin impact
+ * - Generating SMS/email copy
+ */
+class PromoController extends Controller
+{
+    protected PromoRecommendationService $recommendations;
+
+    public function __construct(PromoRecommendationService $recommendations)
+    {
+        $this->recommendations = $recommendations;
+    }
+
+    /**
+     * Display list of all promos
+     */
+    public function index(Request $request)
+    {
+        $business = currentBusiness();
+
+        $promos = MarketingPromo::forBusiness($business->id)
+            ->when($request->status, fn ($q, $status) => $q->where('status', $status))
+            ->when($request->type, fn ($q, $type) => $q->where('type', $type))
+            ->when($request->brand_id, fn ($q, $brandId) => $q->where('brand_id', $brandId))
+            ->with(['brand', 'creator'])
+            ->orderByDesc('created_at')
+            ->paginate(20);
+
+        $brands = Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get();
+
+        $promoTypes = MarketingPromo::getTypes();
+        $statuses = MarketingPromo::getStatuses();
+
+        return view('seller.marketing.promos.index', compact(
+            'business',
+            'promos',
+            'brands',
+            'promoTypes',
+            'statuses'
+        ));
+    }
+
+    /**
+     * Show create promo form (Promo Builder wizard)
+     */
+    public function create(Request $request)
+    {
+        $business = currentBusiness();
+
+        $brands = Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get();
+
+        $promoTypes = MarketingPromo::getTypes();
+
+        // Get AI recommendations
+        $storeExternalId = $request->get('store_id', $business->cannaiq_store_id ?? null);
+        $recommendations = $this->recommendations->getRecommendations($business->id, $storeExternalId);
+
+        return view('seller.marketing.promos.create', compact(
+            'business',
+            'brands',
+            'promoTypes',
+            'recommendations'
+        ));
+    }
+
+    /**
+     * Store a new promo
+     */
+    public function store(Request $request)
+    {
+        $business = currentBusiness();
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'type' => 'required|in:'.implode(',', array_keys(MarketingPromo::getTypes())),
+            'brand_id' => 'nullable|exists:brands,id',
+            'store_external_id' => 'nullable|string|max:100',
+            'config' => 'required|array',
+            'expected_lift' => 'nullable|numeric|min:0|max:100',
+            'expected_margin_brand' => 'nullable|numeric',
+            'expected_margin_store' => 'nullable|numeric',
+            'starts_at' => 'nullable|date',
+            'ends_at' => 'nullable|date|after_or_equal:starts_at',
+            'description' => 'nullable|string|max:1000',
+            'sms_copy' => 'nullable|string|max:160',
+            'email_copy' => 'nullable|string|max:5000',
+        ]);
+
+        // Verify brand belongs to business if provided
+        if ($validated['brand_id']) {
+            $brand = Brand::where('business_id', $business->id)
+                ->where('id', $validated['brand_id'])
+                ->first();
+
+            if (! $brand) {
+                abort(404, 'Brand not found');
+            }
+        }
+
+        $promo = MarketingPromo::create([
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'type' => $validated['type'],
+            'brand_id' => $validated['brand_id'] ?? null,
+            'store_external_id' => $validated['store_external_id'] ?? null,
+            'config' => $validated['config'],
+            'expected_lift' => $validated['expected_lift'] ?? null,
+            'expected_margin_brand' => $validated['expected_margin_brand'] ?? null,
+            'expected_margin_store' => $validated['expected_margin_store'] ?? null,
+            'starts_at' => $validated['starts_at'] ?? null,
+            'ends_at' => $validated['ends_at'] ?? null,
+            'description' => $validated['description'] ?? null,
+            'sms_copy' => $validated['sms_copy'] ?? null,
+            'email_copy' => $validated['email_copy'] ?? null,
+            'status' => MarketingPromo::STATUS_DRAFT,
+            'created_by' => auth()->id(),
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.promos.show', [$business->slug, $promo])
+            ->with('success', 'Promo created successfully.');
+    }
+
+    /**
+     * Display a single promo
+     */
+    public function show(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $promo->load(['brand', 'creator']);
+
+        return view('seller.marketing.promos.show', compact('business', 'promo'));
+    }
+
+    /**
+     * Show edit form for a promo
+     */
+    public function edit(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $brands = Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get();
+
+        $promoTypes = MarketingPromo::getTypes();
+
+        return view('seller.marketing.promos.edit', compact(
+            'business',
+            'promo',
+            'brands',
+            'promoTypes'
+        ));
+    }
+
+    /**
+     * Update a promo
+     */
+    public function update(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'brand_id' => 'nullable|exists:brands,id',
+            'store_external_id' => 'nullable|string|max:100',
+            'config' => 'nullable|array',
+            'expected_lift' => 'nullable|numeric|min:0|max:100',
+            'expected_margin_brand' => 'nullable|numeric',
+            'expected_margin_store' => 'nullable|numeric',
+            'starts_at' => 'nullable|date',
+            'ends_at' => 'nullable|date|after_or_equal:starts_at',
+            'description' => 'nullable|string|max:1000',
+            'sms_copy' => 'nullable|string|max:160',
+            'email_copy' => 'nullable|string|max:5000',
+        ]);
+
+        // Verify brand belongs to business if provided
+        if ($validated['brand_id']) {
+            $brand = Brand::where('business_id', $business->id)
+                ->where('id', $validated['brand_id'])
+                ->first();
+
+            if (! $brand) {
+                abort(404, 'Brand not found');
+            }
+        }
+
+        $promo->update([
+            'name' => $validated['name'],
+            'brand_id' => $validated['brand_id'] ?? null,
+            'store_external_id' => $validated['store_external_id'] ?? null,
+            'config' => $validated['config'] ?? $promo->config,
+            'expected_lift' => $validated['expected_lift'] ?? $promo->expected_lift,
+            'expected_margin_brand' => $validated['expected_margin_brand'] ?? $promo->expected_margin_brand,
+            'expected_margin_store' => $validated['expected_margin_store'] ?? $promo->expected_margin_store,
+            'starts_at' => $validated['starts_at'] ?? $promo->starts_at,
+            'ends_at' => $validated['ends_at'] ?? $promo->ends_at,
+            'description' => $validated['description'] ?? $promo->description,
+            'sms_copy' => $validated['sms_copy'] ?? $promo->sms_copy,
+            'email_copy' => $validated['email_copy'] ?? $promo->email_copy,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.promos.show', [$business->slug, $promo])
+            ->with('success', 'Promo updated successfully.');
+    }
+
+    /**
+     * Delete a promo
+     */
+    public function destroy(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $promo->delete();
+
+        return redirect()
+            ->route('seller.business.marketing.promos.index', $business->slug)
+            ->with('success', 'Promo deleted successfully.');
+    }
+
+    /**
+     * Activate a promo
+     */
+    public function activate(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $promo->activate();
+
+        return redirect()
+            ->route('seller.business.marketing.promos.show', [$business->slug, $promo])
+            ->with('success', 'Promo activated successfully.');
+    }
+
+    /**
+     * Cancel a promo
+     */
+    public function cancel(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $promo->cancel();
+
+        return redirect()
+            ->route('seller.business.marketing.promos.show', [$business->slug, $promo])
+            ->with('success', 'Promo cancelled.');
+    }
+
+    /**
+     * Duplicate a promo
+     */
+    public function duplicate(Request $request, $businessSlug, MarketingPromo $promo)
+    {
+        $business = currentBusiness();
+        $this->authorizePromo($promo, $business);
+
+        $newPromo = $promo->replicate();
+        $newPromo->name = $promo->name.' (Copy)';
+        $newPromo->status = MarketingPromo::STATUS_DRAFT;
+        $newPromo->created_by = auth()->id();
+        $newPromo->save();
+
+        return redirect()
+            ->route('seller.business.marketing.promos.edit', [$business->slug, $newPromo])
+            ->with('success', 'Promo duplicated. Make your changes and save.');
+    }
+
+    /**
+     * Get AI recommendations for promo
+     */
+    public function recommend(Request $request, $businessSlug)
+    {
+        $business = currentBusiness();
+        $storeExternalId = $request->get('store_id', $business->cannaiq_store_id ?? null);
+
+        $recommendations = $this->recommendations->getRecommendations($business->id, $storeExternalId);
+
+        return response()->json([
+            'success' => true,
+            'recommendations' => $recommendations,
+        ]);
+    }
+
+    /**
+     * Estimate promo impact
+     */
+    public function estimate(Request $request, $businessSlug)
+    {
+        $business = currentBusiness();
+
+        $validated = $request->validate([
+            'type' => 'required|in:'.implode(',', array_keys(MarketingPromo::getTypes())),
+            'config' => 'required|array',
+            'brand_id' => 'nullable|exists:brands,id',
+            'store_external_id' => 'nullable|string',
+        ]);
+
+        $estimate = $this->recommendations->estimateImpact(
+            $validated,
+            $business->id,
+            $validated['store_external_id'] ?? $business->cannaiq_store_id ?? null
+        );
+
+        return response()->json([
+            'success' => true,
+            'estimate' => $estimate,
+        ]);
+    }
+
+    /**
+     * Generate SMS/email copy for promo
+     */
+    public function generateCopy(Request $request, $businessSlug)
+    {
+        $business = currentBusiness();
+
+        $validated = $request->validate([
+            'type' => 'required|in:'.implode(',', array_keys(MarketingPromo::getTypes())),
+            'config' => 'required|array',
+            'channel' => 'required|in:sms,email',
+            'brand_id' => 'nullable|exists:brands,id',
+        ]);
+
+        // Get brand name for copy generation
+        $brandName = null;
+        if ($validated['brand_id']) {
+            $brand = Brand::where('business_id', $business->id)
+                ->where('id', $validated['brand_id'])
+                ->first();
+            $brandName = $brand?->name;
+        }
+
+        $promoConfig = array_merge($validated, ['brand_name' => $brandName ?? 'our products']);
+
+        $copy = $validated['channel'] === 'sms'
+            ? $this->recommendations->generateSmsCopy($promoConfig)
+            : $this->recommendations->generateEmailCopy($promoConfig);
+
+        return response()->json([
+            'success' => true,
+            'copy' => $copy,
+        ]);
+    }
+
+    /**
+     * Authorize that the promo belongs to the business
+     */
+    protected function authorizePromo(MarketingPromo $promo, $business): void
+    {
+        if ($promo->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+}

app/Http/Controllers/Seller/MarketingAutomationController.php

@@ -0,0 +1,240 @@
+<?php
+
+namespace App\Http\Controllers\Seller;
+
+use App\Http\Controllers\Controller;
+use App\Jobs\RunMarketingAutomationJob;
+use App\Models\Business;
+use App\Models\Marketing\MarketingAutomation;
+use App\Models\Marketing\MarketingList;
+use App\Models\Marketing\MarketingTemplate;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+
+class MarketingAutomationController extends Controller
+{
+    public function index(Request $request, Business $business)
+    {
+        $this->authorizeForBusiness($business);
+
+        $automations = MarketingAutomation::where('business_id', $business->id)
+            ->with('latestRun')
+            ->when($request->status === 'active', fn ($q) => $q->where('is_active', true))
+            ->when($request->status === 'inactive', fn ($q) => $q->where('is_active', false))
+            ->when($request->trigger_type, fn ($q, $type) => $q->where('trigger_type', $type))
+            ->latest()
+            ->paginate(15);
+
+        return view('seller.marketing.automations.index', compact('business', 'automations'));
+    }
+
+    public function create(Request $request, Business $business)
+    {
+        $this->authorizeForBusiness($business);
+
+        $presets = MarketingAutomation::getTypePresets();
+        $selectedPreset = $request->query('preset');
+
+        $lists = MarketingList::where('business_id', $business->id)
+            ->withCount('contacts')
+            ->orderBy('name')
+            ->get();
+
+        $templates = MarketingTemplate::where('business_id', $business->id)
+            ->where('is_active', true)
+            ->orderBy('name')
+            ->get();
+
+        return view('seller.marketing.automations.create', compact(
+            'business',
+            'presets',
+            'selectedPreset',
+            'lists',
+            'templates'
+        ));
+    }
+
+    public function store(Request $request, Business $business)
+    {
+        $this->authorizeForBusiness($business);
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'description' => 'nullable|string|max:1000',
+            'scope' => 'required|in:internal,portal',
+            'trigger_type' => 'required|in:'.implode(',', array_keys(MarketingAutomation::TRIGGER_TYPES)),
+            'trigger_config' => 'required|json',
+            'condition_config' => 'required|json',
+            'action_config' => 'required|json',
+        ]);
+
+        // Decode JSON configs from the form
+        $triggerConfig = json_decode($validated['trigger_config'], true) ?? [];
+        $conditionConfig = json_decode($validated['condition_config'], true) ?? [];
+        $actionConfig = json_decode($validated['action_config'], true) ?? [];
+
+        // Normalize condition config - convert percentage values
+        if (isset($conditionConfig['min_price_advantage']) && $conditionConfig['min_price_advantage'] > 1) {
+            $conditionConfig['min_price_advantage'] = $conditionConfig['min_price_advantage'] / 100;
+        }
+
+        // Map velocity_threshold to velocity_30d_threshold for slow mover clearance
+        if (isset($conditionConfig['velocity_threshold'])) {
+            $conditionConfig['velocity_30d_threshold'] = $conditionConfig['velocity_threshold'];
+            unset($conditionConfig['velocity_threshold']);
+        }
+
+        $automation = MarketingAutomation::create([
+            'business_id' => $business->id,
+            'name' => $validated['name'],
+            'description' => $validated['description'],
+            'is_active' => true,
+            'scope' => $validated['scope'],
+            'trigger_type' => $validated['trigger_type'],
+            'trigger_config' => $triggerConfig,
+            'condition_config' => $conditionConfig,
+            'action_config' => $actionConfig,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.automations.index', $business)
+            ->with('success', "Automation \"{$automation->name}\" created successfully.");
+    }
+
+    public function edit(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        $presets = MarketingAutomation::getTypePresets();
+
+        $lists = MarketingList::where('business_id', $business->id)
+            ->withCount('contacts')
+            ->orderBy('name')
+            ->get();
+
+        $templates = MarketingTemplate::where('business_id', $business->id)
+            ->where('is_active', true)
+            ->orderBy('name')
+            ->get();
+
+        return view('seller.marketing.automations.edit', compact(
+            'business',
+            'automation',
+            'presets',
+            'lists',
+            'templates'
+        ));
+    }
+
+    public function update(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        $validated = $request->validate([
+            'name' => 'required|string|max:255',
+            'description' => 'nullable|string|max:1000',
+            'scope' => 'required|in:internal,portal',
+            'trigger_type' => 'required|in:'.implode(',', array_keys(MarketingAutomation::TRIGGER_TYPES)),
+            'trigger_config' => 'required|json',
+            'condition_config' => 'required|json',
+            'action_config' => 'required|json',
+        ]);
+
+        // Decode JSON configs from the form
+        $triggerConfig = json_decode($validated['trigger_config'], true) ?? [];
+        $conditionConfig = json_decode($validated['condition_config'], true) ?? [];
+        $actionConfig = json_decode($validated['action_config'], true) ?? [];
+
+        // Normalize condition config - convert percentage values
+        if (isset($conditionConfig['min_price_advantage']) && $conditionConfig['min_price_advantage'] > 1) {
+            $conditionConfig['min_price_advantage'] = $conditionConfig['min_price_advantage'] / 100;
+        }
+
+        // Map velocity_threshold to velocity_30d_threshold for slow mover clearance
+        if (isset($conditionConfig['velocity_threshold'])) {
+            $conditionConfig['velocity_30d_threshold'] = $conditionConfig['velocity_threshold'];
+            unset($conditionConfig['velocity_threshold']);
+        }
+
+        $automation->update([
+            'name' => $validated['name'],
+            'description' => $validated['description'],
+            'scope' => $validated['scope'],
+            'trigger_type' => $validated['trigger_type'],
+            'trigger_config' => $triggerConfig,
+            'condition_config' => $conditionConfig,
+            'action_config' => $actionConfig,
+        ]);
+
+        return redirect()
+            ->route('seller.business.marketing.automations.index', $business)
+            ->with('success', "Automation \"{$automation->name}\" updated successfully.");
+    }
+
+    public function toggle(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        $automation->update([
+            'is_active' => ! $automation->is_active,
+        ]);
+
+        $status = $automation->is_active ? 'enabled' : 'disabled';
+
+        return redirect()
+            ->back()
+            ->with('success', "Automation \"{$automation->name}\" has been {$status}.");
+    }
+
+    public function runNow(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        if (! $automation->is_active) {
+            return redirect()
+                ->back()
+                ->with('error', 'Cannot run an inactive automation. Enable it first.');
+        }
+
+        // Dispatch the job
+        RunMarketingAutomationJob::dispatch($automation->id);
+
+        return redirect()
+            ->route('seller.business.marketing.automations.runs.index', [$business, $automation])
+            ->with('success', "Automation \"{$automation->name}\" has been queued to run.");
+    }
+
+    public function destroy(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        $name = $automation->name;
+        $automation->delete();
+
+        return redirect()
+            ->route('seller.business.marketing.automations.index', $business)
+            ->with('success', "Automation \"{$name}\" has been deleted.");
+    }
+
+    protected function authorizeForBusiness(Business $business): void
+    {
+        $user = Auth::user();
+
+        // Check user has access to this business
+        if (! $user->businesses->contains($business->id) && ! $user->hasRole('Super Admin')) {
+            abort(403, 'Unauthorized access to this business.');
+        }
+    }
+
+    protected function ensureAutomationBelongsToBusiness(MarketingAutomation $automation, Business $business): void
+    {
+        if ($automation->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+}

app/Http/Controllers/Seller/MarketingAutomationRunController.php

@@ -0,0 +1,66 @@
+<?php
+
+namespace App\Http\Controllers\Seller;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Marketing\MarketingAutomation;
+use App\Models\Marketing\MarketingAutomationRun;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+
+class MarketingAutomationRunController extends Controller
+{
+    public function index(Request $request, Business $business, MarketingAutomation $automation)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+
+        $runs = MarketingAutomationRun::where('marketing_automation_id', $automation->id)
+            ->when($request->status, fn ($q, $status) => $q->where('status', $status))
+            ->orderBy('started_at', 'desc')
+            ->paginate(25);
+
+        return view('seller.marketing.automations.runs.index', compact(
+            'business',
+            'automation',
+            'runs'
+        ));
+    }
+
+    public function show(Request $request, Business $business, MarketingAutomation $automation, MarketingAutomationRun $run)
+    {
+        $this->authorizeForBusiness($business);
+        $this->ensureAutomationBelongsToBusiness($automation, $business);
+        $this->ensureRunBelongsToAutomation($run, $automation);
+
+        return view('seller.marketing.automations.runs.show', compact(
+            'business',
+            'automation',
+            'run'
+        ));
+    }
+
+    protected function authorizeForBusiness(Business $business): void
+    {
+        $user = Auth::user();
+
+        if (! $user->businesses->contains($business->id) && ! $user->hasRole('Super Admin')) {
+            abort(403, 'Unauthorized access to this business.');
+        }
+    }
+
+    protected function ensureAutomationBelongsToBusiness(MarketingAutomation $automation, Business $business): void
+    {
+        if ($automation->business_id !== $business->id) {
+            abort(404);
+        }
+    }
+
+    protected function ensureRunBelongsToAutomation(MarketingAutomationRun $run, MarketingAutomation $automation): void
+    {
+        if ($run->marketing_automation_id !== $automation->id) {
+            abort(404);
+        }
+    }
+}

app/Http/Controllers/Seller/ProductController.php

@@ -29,6 +29,11 @@ class ProductController extends Controller
         // Get brand IDs to filter by (respects brand context switcher)
         $brandIds = BrandSwitcherController::getFilteredBrandIds();
 
+        // Get all brands for the business for the filter dropdown
+        $brands = \App\Models\Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get(['id', 'name']);
+
         // Calculate missing BOM count for health alert
         $missingBomCount = Product::whereIn('brand_id', $brandIds)
             ->where('is_assembly', true)
@@ -106,7 +111,7 @@ class ProductController extends Controller
                             'hashid' => $variety->hashid,
                             'name' => $variety->name,
                             'sku' => $variety->sku ?? 'N/A',
-                            'price' => $variety->wholesale_price ?? 0,
+                            'price' => $variety->effective_price ?? $variety->wholesale_price ?? 0,
                             'status' => $variety->is_active ? 'active' : 'inactive',
                             'image_url' => $variety->getImageUrl('thumb'),
                             'edit_url' => route('seller.business.products.edit', [$business->slug, $variety->hashid]),
@@ -123,7 +128,7 @@ class ProductController extends Controller
                     'sku' => $product->sku ?? 'N/A',
                     'brand' => $product->brand->name ?? 'N/A',
                     'channel' => 'Marketplace', // TODO: Add channel field to products
-                    'price' => $product->wholesale_price ?? 0,
+                    'price' => $product->effective_price ?? $product->wholesale_price ?? 0,
                     'views' => rand(500, 3000), // TODO: Replace with real view tracking
                     'orders' => rand(10, 200), // TODO: Replace with real order count
                     'revenue' => rand(1000, 10000), // TODO: Replace with real revenue calculation
@@ -150,7 +155,20 @@ class ProductController extends Controller
             'to' => $paginator->lastItem(),
         ];
 
-        return view('seller.products.index', compact('business', 'products', 'missingBomCount', 'paginator', 'pagination'));
+        // Return JSON for AJAX/API requests (live search)
+        if ($request->wantsJson()) {
+            return response()->json([
+                'data' => $products->map(fn ($p) => [
+                    'hashid' => $p['hashid'],
+                    'name' => $p['product'],
+                    'sku' => $p['sku'],
+                    'brand' => $p['brand'],
+                ])->values()->toArray(),
+                'pagination' => $pagination,
+            ]);
+        }
+
+        return view('seller.products.index', compact('business', 'brands', 'products', 'missingBomCount', 'paginator', 'pagination'));
     }
 
     /**
@@ -450,8 +468,8 @@ class ProductController extends Controller
             'category_id' => 'required|exists:product_categories,id',
             'subcategory_id' => 'nullable|exists:product_categories,id',
             'type' => 'nullable|string|in:flower,pre-roll,concentrate,edible,beverage,topical,tincture,vaporizer,other',
-            'wholesale_price' => 'required|numeric|min:0',
-            'price_unit' => 'required|string|in:each,gram,oz,lb,kg,ml,l',
+            'wholesale_price' => 'nullable|numeric|min:0',
+            'price_unit' => 'nullable|string|in:each,gram,oz,lb,kg,ml,l',
             'net_weight' => 'nullable|numeric|min:0',
             'weight_unit' => 'nullable|string|in:g,oz,lb,kg,ml,l',
             'units_per_case' => 'nullable|integer|min:1',
@@ -472,20 +490,37 @@ class ProductController extends Controller
         $validated['is_active'] = $request->has('is_active');
         $validated['is_featured'] = $request->has('is_featured');
 
-        // Create product
-        $product = Product::create($validated);
+        // Set default value for price_unit if not provided
+        $validated['price_unit'] = $validated['price_unit'] ?? 'each';
 
-        // Handle image uploads if present
-        if ($request->hasFile('images')) {
-            foreach ($request->file('images') as $index => $image) {
-                $path = $image->store('products', 'public');
-                $product->images()->create([
-                    'path' => $path,
-                    'type' => 'product',
-                    'is_primary' => $index === 0,
-                ]);
+        // Create product and handle images in a transaction
+        $product = \DB::transaction(function () use ($validated, $request, $business) {
+            $product = Product::create($validated);
+
+            // Handle image uploads if present
+            // Note: Uses default disk (minio) per CLAUDE.md rules - never use 'public' disk for media
+            if ($request->hasFile('images')) {
+                $brand = $product->brand;
+                $basePath = "businesses/{$business->slug}/brands/{$brand->slug}/products/{$product->sku}/images";
+
+                foreach ($request->file('images') as $index => $image) {
+                    $filename = $image->hashName();
+                    $path = $image->storeAs($basePath, $filename);
+
+                    if ($path === false) {
+                        throw new \RuntimeException('Failed to upload image to storage');
+                    }
+
+                    $product->images()->create([
+                        'path' => $path,
+                        'type' => 'product',
+                        'is_primary' => $index === 0,
+                    ]);
+                }
             }
-        }
+
+            return $product;
+        });
 
         return redirect()
             ->route('seller.business.products.index', $business->slug)
@@ -958,7 +993,7 @@ class ProductController extends Controller
         // Update product
         $product->update($validated);
 
-        // Return JSON for Precognition requests
+        // Return JSON for AJAX requests
         if ($request->wantsJson()) {
             return response()->json([
                 'message' => 'Product updated successfully!',
@@ -1029,7 +1064,7 @@ class ProductController extends Controller
                     'sku' => $product->sku ?? 'N/A',
                     'brand' => $product->brand->name ?? 'N/A',
                     'channel' => 'Marketplace', // TODO: Add channel field to products
-                    'price' => $product->wholesale_price ?? 0,
+                    'price' => (float) ($product->wholesale_price ?? 0),
                     'views' => rand(500, 3000), // TODO: Replace with real view tracking
                     'orders' => rand(10, 200), // TODO: Replace with real order count
                     'revenue' => rand(1000, 10000), // TODO: Replace with real revenue calculation

app/Http/Controllers/Seller/PromotionController.php

@@ -50,15 +50,9 @@ class PromotionController extends Controller
             ->orderBy('name')
             ->get();
 
-        $products = \App\Models\Product::whereHas('brand', function ($query) use ($business) {
-            $query->where('business_id', $business->id);
-        })
-            ->with('brand')
-            ->where('is_active', true)
-            ->orderBy('name')
-            ->get();
+        // Products are loaded via API search (/search/products?brand_id=...) for better performance
 
-        return view('seller.promotions.create', compact('business', 'brands', 'products'));
+        return view('seller.promotions.create', compact('business', 'brands'));
     }
 
     public function store(Request $request, Business $business)
@@ -168,7 +162,13 @@ class PromotionController extends Controller
             ->with('products')
             ->findOrFail($id);
 
-        return view('seller.promotions.edit', compact('business', 'promotion'));
+        $brands = \App\Models\Brand::where('business_id', $business->id)
+            ->orderBy('name')
+            ->get();
+
+        $selectedProductIds = $promotion->products->pluck('id')->toArray();
+
+        return view('seller.promotions.edit', compact('business', 'promotion', 'brands', 'selectedProductIds'));
     }
 
     public function update(Request $request, Business $business, int $id)

app/Http/Controllers/Seller/SearchController.php

@@ -0,0 +1,266 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers\Seller;
+
+use App\Http\Controllers\Controller;
+use App\Models\Business;
+use App\Models\Contact;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
+
+/**
+ * Seller Search Controller
+ *
+ * Provides search endpoints for the search-select component.
+ * All endpoints return JSON in format: [{value: id, label: name}, ...]
+ *
+ * These are AJAX endpoints used by the search-select Alpine component.
+ */
+class SearchController extends Controller
+{
+    /**
+     * Search customers (buyer businesses) for the current seller.
+     *
+     * GET /s/{business}/search/customers?q=...
+     */
+    public function customers(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+
+        // Search businesses that have placed orders with this seller
+        $customers = Business::query()
+            ->whereHas('orders.items.product.brand', function ($q) use ($business) {
+                $q->where('business_id', $business->id);
+            })
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('name', 'ILIKE', "%{$query}%")
+                        ->orWhere('business_email', 'ILIKE', "%{$query}%");
+                });
+            })
+            ->orderBy('name')
+            ->limit(25)
+            ->get(['id', 'name', 'business_email']);
+
+        return response()->json(
+            $customers->map(fn ($c) => [
+                'value' => $c->id,
+                'label' => $c->name,
+            ])
+        );
+    }
+
+    /**
+     * Search contacts for a specific customer or the seller's own contacts.
+     *
+     * GET /s/{business}/search/contacts?q=...&customer_id=...
+     */
+    public function contacts(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+        $customerId = $request->input('customer_id');
+
+        $contactsQuery = Contact::query()
+            ->where('is_active', true);
+
+        // If customer_id is provided, search contacts for that customer
+        if ($customerId) {
+            $contactsQuery->where('business_id', $customerId);
+        } else {
+            // Otherwise, search contacts for the seller's business
+            $contactsQuery->where('business_id', $business->id);
+        }
+
+        $contacts = $contactsQuery
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('first_name', 'ILIKE', "%{$query}%")
+                        ->orWhere('last_name', 'ILIKE', "%{$query}%")
+                        ->orWhere('email', 'ILIKE', "%{$query}%")
+                        ->orWhere('title', 'ILIKE', "%{$query}%");
+                });
+            })
+            ->orderBy('first_name')
+            ->orderBy('last_name')
+            ->limit(25)
+            ->get(['id', 'first_name', 'last_name', 'email', 'title']);
+
+        return response()->json(
+            $contacts->map(fn ($c) => [
+                'value' => $c->id,
+                'label' => $c->getFullName().($c->email ? " ({$c->email})" : ''),
+            ])
+        );
+    }
+
+    /**
+     * Search accounts (CRM accounts / other businesses).
+     *
+     * GET /s/{business}/search/accounts?q=...
+     */
+    public function accounts(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+
+        // Search all businesses except the current one
+        $accounts = Business::query()
+            ->where('id', '!=', $business->id)
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('name', 'ILIKE', "%{$query}%")
+                        ->orWhere('business_email', 'ILIKE', "%{$query}%");
+                });
+            })
+            ->orderBy('name')
+            ->limit(25)
+            ->get(['id', 'name', 'business_email', 'city', 'state']);
+
+        return response()->json(
+            $accounts->map(fn ($a) => [
+                'value' => $a->id,
+                'label' => $a->name.($a->city ? " ({$a->city}, {$a->state})" : ''),
+            ])
+        );
+    }
+
+    /**
+     * Search products for the current business.
+     *
+     * GET /s/{business}/search/products?q=...&brand_id=...
+     */
+    public function products(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+        $brandId = $request->input('brand_id');
+
+        $products = \App\Models\Product::whereHas('brand', fn ($q) => $q->where('business_id', $business->id))
+            ->where('is_active', true)
+            ->with('brand:id,name')
+            ->when($brandId, fn ($q) => $q->where('brand_id', $brandId))
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('name', 'ILIKE', "%{$query}%")
+                        ->orWhere('sku', 'ILIKE', "%{$query}%")
+                        ->orWhereHas('brand', fn ($b) => $b->where('name', 'ILIKE', "%{$query}%"));
+                });
+            })
+            ->orderBy('name')
+            ->limit(100)
+            ->get(['id', 'brand_id', 'name', 'sku', 'wholesale_price']);
+
+        return response()->json(
+            $products->map(fn ($p) => [
+                'value' => $p->id,
+                'label' => $p->name.' ('.$p->sku.')',
+                'id' => $p->id,
+                'brand_id' => $p->brand_id,
+                'brand_name' => $p->brand?->name,
+                'name' => $p->name,
+                'sku' => $p->sku,
+                'wholesale_price' => $p->wholesale_price ?? 0,
+            ])
+        );
+    }
+
+    /**
+     * Search products with full details for invoices (includes batches, stock, images).
+     *
+     * GET /s/{business}/search/invoice-products?q=...&type=...&in_stock=1
+     */
+    public function invoiceProducts(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+        $type = $request->input('type', '');
+        $inStockOnly = $request->boolean('in_stock', false);
+
+        $products = \App\Models\Product::forBusiness($business)
+            ->where('is_active', true)
+            ->with(['brand', 'availableBatches.labs'])
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('name', 'ILIKE', "%{$query}%")
+                        ->orWhere('sku', 'ILIKE', "%{$query}%")
+                        ->orWhere('description', 'ILIKE', "%{$query}%");
+                });
+            })
+            ->when($type, fn ($q) => $q->where('type', $type))
+            ->orderBy('name')
+            ->limit(50)
+            ->get()
+            ->map(function ($product) use ($business) {
+                // Calculate inventory
+                $totalOnHand = $product->inventoryItems()
+                    ->where('business_id', $business->id)
+                    ->sum('quantity_on_hand');
+
+                // Map batches with COA data
+                $batches = $product->availableBatches->map(function ($batch) {
+                    $latestLab = $batch->getLatestLab();
+
+                    return [
+                        'id' => $batch->id,
+                        'batch_number' => $batch->batch_number,
+                        'quantity_available' => $batch->quantity_available,
+                        'expiration_date' => $batch->expiration_date?->format('Y-m-d'),
+                        'has_coa' => $latestLab !== null,
+                        'thc_total' => $latestLab?->thc_total,
+                        'cbd_total' => $latestLab?->cbd_total,
+                    ];
+                });
+
+                return [
+                    'id' => $product->id,
+                    'name' => $product->name,
+                    'sku' => $product->sku,
+                    'type' => $product->type,
+                    'description' => $product->description,
+                    'wholesale_price' => $product->wholesale_price ?? 0,
+                    'msrp_price' => $product->msrp_price,
+                    'brand_name' => $product->brand?->name,
+                    'image_url' => $product->getImageUrl('thumb'),
+                    'quantity_available' => $totalOnHand,
+                    'has_batches' => $batches->isNotEmpty(),
+                    'batches' => $batches,
+                ];
+            });
+
+        // Filter by stock if requested
+        if ($inStockOnly) {
+            $products = $products->filter(fn ($p) => $p['quantity_available'] > 0)->values();
+        }
+
+        return response()->json($products);
+    }
+
+    /**
+     * Search users/team members for the current business.
+     *
+     * GET /s/{business}/search/users?q=...
+     */
+    public function users(Request $request, Business $business): JsonResponse
+    {
+        $query = $request->input('q', '');
+
+        $users = $business->users()
+            ->when($query, function ($q) use ($query) {
+                $q->where(function ($q2) use ($query) {
+                    $q2->where('first_name', 'ILIKE', "%{$query}%")
+                        ->orWhere('last_name', 'ILIKE', "%{$query}%")
+                        ->orWhere('email', 'ILIKE', "%{$query}%");
+                });
+            })
+            ->orderBy('first_name')
+            ->orderBy('last_name')
+            ->limit(25)
+            ->get(['users.id', 'first_name', 'last_name', 'email']);
+
+        return response()->json(
+            $users->map(fn ($u) => [
+                'value' => $u->id,
+                'label' => trim("{$u->first_name} {$u->last_name}") ?: $u->email,
+            ])
+        );
+    }
+}

app/Http/Controllers/SmsController.php

@@ -2,46 +2,168 @@
 
 namespace App\Http\Controllers;
 
-use App\Models\Brand;
-use App\Models\Contact;
-use App\Services\ConversationService;
+use App\Services\Crm\CrmChannelService;
 use Illuminate\Http\Request;
+use Illuminate\Http\Response;
+use Illuminate\Support\Facades\Log;
 
+/**
+ * SMS Webhook Controller
+ *
+ * Handles inbound SMS from our SMS gateway.
+ * Routes messages to the CRM unified inbox (crm_threads + crm_channel_messages).
+ *
+ * This controller normalizes gateway-specific payloads into a provider-agnostic
+ * format before passing to CrmChannelService.
+ */
 class SmsController extends Controller
 {
-    public function inbound(Request $request)
+    public function __construct(
+        protected CrmChannelService $crmChannelService,
+    ) {}
+
+    /**
+     * Handle inbound SMS from our gateway.
+     *
+     * Expected gateway payload fields (adjust to match your actual gateway):
+     * - to: our phone number (identifies business/channel)
+     * - from: sender phone number
+     * - text: message text
+     * - message_id: unique message ID from gateway
+     * - timestamp: message timestamp (optional)
+     * - media: array of media URLs (optional)
+     *
+     * The controller normalizes this to our standard format before
+     * passing to the CRM service.
+     */
+    public function inbound(Request $request): Response
     {
-        $to = $request->input('To');   // brand SMS number
-        $from = $request->input('From'); // buyer phone
-        $body = $request->input('Body');
+        Log::info('SMS gateway inbound received', [
+            'to' => $request->input('to'),
+            'from' => $request->input('from'),
+            'body_preview' => substr($request->input('text', ''), 0, 50),
+        ]);
 
-        // find brand by sms_number
-        $brand = Brand::where('sms_number', $to)->first();
-        if (! $brand) {
-            return;
+        try {
+            // Normalize gateway payload to our standard format
+            $payload = [
+                'provider' => 'gateway',
+                'to_number' => $this->normalizePhoneNumber($request->input('to')),
+                'from_number' => $this->normalizePhoneNumber($request->input('from')),
+                'body' => $request->input('text'),
+                'external_message_id' => $request->input('message_id'),
+                'meta' => $request->all(),
+            ];
+
+            // Handle media attachments if present
+            $media = $request->input('media', []);
+            if (! empty($media)) {
+                $payload['attachments'] = [];
+                foreach ($media as $item) {
+                    $payload['attachments'][] = [
+                        'url' => $item['url'] ?? $item,
+                        'content_type' => $item['content_type'] ?? 'application/octet-stream',
+                    ];
+                }
+            }
+
+            $message = $this->crmChannelService->receiveInboundSms($payload);
+
+            if ($message) {
+                Log::info("SMS gateway: Created CRM message {$message->id}");
+            }
+
+            // Return simple OK response
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('SMS gateway inbound error: '.$e->getMessage(), [
+                'exception' => $e,
+            ]);
+
+            // Still return 200 to prevent gateway retries
+            return response('OK', 200);
+        }
+    }
+
+    /**
+     * Handle delivery status callback from our gateway.
+     *
+     * Expected gateway payload:
+     * - message_id: the external message ID
+     * - status: delivery status (sent, delivered, failed, etc.)
+     * - error_code: error code if failed (optional)
+     * - error_message: error description (optional)
+     */
+    public function status(Request $request): Response
+    {
+        Log::info('SMS gateway status callback', [
+            'message_id' => $request->input('message_id'),
+            'status' => $request->input('status'),
+        ]);
+
+        try {
+            $externalMessageId = $request->input('message_id');
+            $gatewayStatus = $request->input('status');
+            $errorCode = $request->input('error_code');
+            $errorMessage = $request->input('error_message');
+
+            if ($externalMessageId && $gatewayStatus) {
+                // Normalize gateway status to our standard statuses
+                $status = $this->normalizeStatus($gatewayStatus);
+
+                if ($status) {
+                    $error = $errorCode ? "{$errorCode}: {$errorMessage}" : $errorMessage;
+                    $this->crmChannelService->updateMessageStatus($externalMessageId, $status, $error);
+                }
+            }
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('SMS gateway status callback error: '.$e->getMessage());
+
+            return response('OK', 200);
+        }
+    }
+
+    /**
+     * Normalize gateway-specific status to our standard statuses.
+     *
+     * Adjust this mapping based on your gateway's status values.
+     */
+    protected function normalizeStatus(string $gatewayStatus): ?string
+    {
+        // Common status mappings - adjust for your specific gateway
+        return match (strtolower($gatewayStatus)) {
+            'sent', 'queued', 'accepted', 'pending' => 'sent',
+            'delivered', 'delivery_success' => 'delivered',
+            'read', 'seen' => 'read',
+            'failed', 'undelivered', 'rejected', 'error', 'delivery_failed' => 'failed',
+            default => null,
+        };
+    }
+
+    /**
+     * Normalize phone number to E.164 format.
+     */
+    protected function normalizePhoneNumber(?string $number): ?string
+    {
+        if (! $number) {
+            return null;
         }
 
-        // find contact by phone
-        $contact = Contact::where('phone', $from)->first();
-        if (! $contact) {
-            return;
+        // Remove all non-numeric characters except leading +
+        $number = preg_replace('/[^0-9+]/', '', $number);
+
+        // Ensure it starts with +
+        if (! str_starts_with($number, '+')) {
+            // Assume US number if 10 digits
+            if (strlen($number) === 10) {
+                $number = '+1'.$number;
+            } elseif (strlen($number) === 11 && str_starts_with($number, '1')) {
+                $number = '+'.$number;
+            }
         }
 
-        $service = app(ConversationService::class);
-
-        $conversation = $service->findOrCreateConversation($brand->id, $contact->id);
-
-        $service->storeMessage(
-            $conversation,
-            'sms',
-            'inbound',
-            $body,
-            [
-                'from_phone' => $from,
-                'to_phone' => $to,
-            ]
-        );
-
-        $conversation->update(['last_message_at' => now()]);
+        return $number;
     }
 }

app/Http/Controllers/Webhook/PostalEmailWebhookController.php

@@ -0,0 +1,232 @@
+<?php
+
+namespace App\Http\Controllers\Webhook;
+
+use App\Http\Controllers\Controller;
+use App\Services\Crm\CrmChannelService;
+use App\Services\Email\InboundEmailService;
+use Illuminate\Http\Request;
+use Illuminate\Http\Response;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Postal Email Webhook Controller
+ *
+ * Handles inbound emails via our self-hosted Postal mail server
+ * and delivery event webhooks.
+ *
+ * Postal is our primary production email provider.
+ *
+ * @see https://docs.postalserver.io/developer/webhooks
+ */
+class PostalEmailWebhookController extends Controller
+{
+    public function __construct(
+        protected InboundEmailService $inboundEmailService,
+        protected CrmChannelService $crmChannelService,
+    ) {}
+
+    /**
+     * Handle Postal webhook events.
+     *
+     * Postal sends JSON webhooks for various events:
+     * - MessageReceived: inbound email
+     * - MessageDelivered: delivery confirmation
+     * - MessageBounced: bounce notification
+     * - MessageHeld: held for moderation
+     * - MessageDelayed: delayed delivery
+     *
+     * @see https://docs.postalserver.io/developer/webhooks#event-types
+     */
+    public function handle(Request $request): Response
+    {
+        // TODO: Verify Postal webhook signature
+        // $this->verifySignature($request);
+
+        $event = $request->input('event');
+        $payload = $request->input('payload', []);
+
+        Log::info('Postal webhook received', [
+            'event' => $event,
+            'message_id' => $payload['message']['id'] ?? null,
+        ]);
+
+        try {
+            return match ($event) {
+                'MessageReceived' => $this->handleInboundEmail($payload),
+                'MessageDelivered' => $this->handleDeliveryEvent($payload, 'delivered'),
+                'MessageBounced' => $this->handleDeliveryEvent($payload, 'bounced'),
+                'MessageHeld' => $this->handleDeliveryEvent($payload, 'held'),
+                'MessageDelayed' => $this->handleDeliveryEvent($payload, 'delayed'),
+                default => $this->handleUnknownEvent($event),
+            };
+        } catch (\Exception $e) {
+            Log::error('Postal webhook error: '.$e->getMessage(), [
+                'event' => $event,
+                'exception' => $e,
+            ]);
+
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Handle inbound email from Postal.
+     *
+     * Postal MessageReceived payload structure:
+     * {
+     *   "message": {
+     *     "id": 12345,
+     *     "token": "abc123",
+     *     "from": "sender@example.com",
+     *     "to": ["recipient@ourdomain.com"],
+     *     "subject": "Email subject",
+     *     "plain_body": "Plain text content",
+     *     "html_body": "<html>...</html>",
+     *     "attachments": [...],
+     *     "headers": {...},
+     *     "received_with_ssl": true
+     *   },
+     *   "base64_encoded": false
+     * }
+     */
+    protected function handleInboundEmail(array $payload): Response
+    {
+        $message = $payload['message'] ?? [];
+
+        if (empty($message)) {
+            Log::warning('Postal: Empty message payload');
+
+            return response('OK', 200);
+        }
+
+        Log::info('Postal inbound email received', [
+            'from' => $message['from'] ?? null,
+            'to' => $message['to'][0] ?? null,
+            'subject' => $message['subject'] ?? null,
+        ]);
+
+        $normalized = $this->normalizePayload($message, $payload);
+
+        $crmMessage = $this->inboundEmailService->handleInbound($normalized);
+
+        if ($crmMessage) {
+            Log::info("Postal: Created CRM message {$crmMessage->id}");
+        }
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Handle delivery event from Postal.
+     */
+    protected function handleDeliveryEvent(array $payload, string $eventType): Response
+    {
+        $message = $payload['message'] ?? [];
+        $messageId = $message['message_id'] ?? $message['id'] ?? null;
+
+        if (! $messageId) {
+            return response('OK', 200);
+        }
+
+        $status = match ($eventType) {
+            'delivered' => 'delivered',
+            'bounced' => 'bounced',
+            'held' => 'held',
+            'delayed' => 'pending',
+            default => null,
+        };
+
+        if ($status) {
+            $error = $message['bounce_message'] ?? $message['details'] ?? null;
+            $this->crmChannelService->updateMessageStatus((string) $messageId, $status, $error);
+        }
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Handle unknown event type.
+     */
+    protected function handleUnknownEvent(?string $event): Response
+    {
+        Log::info('Postal: Unhandled event type', ['event' => $event]);
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Normalize Postal payload to our standard format.
+     */
+    protected function normalizePayload(array $message, array $rawPayload): array
+    {
+        // Parse from address
+        $from = $message['from'] ?? '';
+        $fromEmail = $from;
+        $fromName = null;
+
+        if (preg_match('/^(.+?)\s*<(.+?)>$/', $from, $matches)) {
+            $fromName = trim($matches[1], '" ');
+            $fromEmail = $matches[2];
+        }
+
+        // Get first recipient
+        $to = $message['to'][0] ?? '';
+        $toEmail = $to;
+
+        if (preg_match('/<(.+?)>/', $to, $matches)) {
+            $toEmail = $matches[1];
+        }
+
+        // Parse headers - Postal provides them as an object
+        $headers = $message['headers'] ?? [];
+        $headersLower = [];
+        foreach ($headers as $key => $value) {
+            $headersLower[strtolower($key)] = $value;
+        }
+
+        // Handle attachments
+        $attachments = [];
+        foreach ($message['attachments'] ?? [] as $att) {
+            $attachments[] = [
+                'filename' => $att['filename'] ?? 'attachment',
+                'content_type' => $att['content_type'] ?? 'application/octet-stream',
+                'size' => $att['size'] ?? null,
+                'content_id' => $att['content_id'] ?? null,
+                'data' => $att['data'] ?? null, // Base64 encoded if present
+            ];
+        }
+
+        return [
+            'provider' => 'postal',
+            'from_email' => strtolower(trim($fromEmail)),
+            'from_name' => $fromName,
+            'to_email' => strtolower(trim($toEmail)),
+            'subject' => $message['subject'] ?? null,
+            'text_body' => $message['plain_body'] ?? null,
+            'html_body' => $message['html_body'] ?? null,
+            'message_id' => $headersLower['message-id'] ?? $message['message_id'] ?? (string) ($message['id'] ?? ''),
+            'in_reply_to' => $headersLower['in-reply-to'] ?? null,
+            'references' => $headersLower['references'] ?? null,
+            'headers' => $headersLower,
+            'attachments' => $attachments,
+            'postal_id' => $message['id'] ?? null,
+            'postal_token' => $message['token'] ?? null,
+        ];
+    }
+
+    /**
+     * Verify Postal webhook signature.
+     *
+     * Postal signs webhooks using RSA. The signature is in the X-Postal-Signature header.
+     *
+     * @see https://docs.postalserver.io/developer/webhooks#verifying-webhook-signatures
+     */
+    protected function verifySignature(Request $request): void
+    {
+        // TODO: Implement signature verification
+        // $signature = $request->header('X-Postal-Signature');
+        // $publicKey = config('services.postal.webhook_public_key');
+        // Verify using openssl_verify()
+    }
+}

app/Http/Controllers/Webhook/PostmarkEmailWebhookController.php

@@ -0,0 +1,164 @@
+<?php
+
+namespace App\Http\Controllers\Webhook;
+
+use App\Http\Controllers\Controller;
+use App\Services\Crm\CrmChannelService;
+use App\Services\Email\InboundEmailService;
+use Illuminate\Http\Request;
+use Illuminate\Http\Response;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Postmark Email Webhook Controller
+ *
+ * Handles inbound emails via Postmark Inbound
+ * and delivery event webhooks.
+ *
+ * @see https://postmarkapp.com/developer/webhooks/inbound-webhook
+ * @see https://postmarkapp.com/developer/webhooks/delivery-webhook
+ */
+class PostmarkEmailWebhookController extends Controller
+{
+    public function __construct(
+        protected InboundEmailService $inboundEmailService,
+        protected CrmChannelService $crmChannelService,
+    ) {}
+
+    /**
+     * Handle Postmark Inbound webhook.
+     *
+     * Postmark sends JSON with these fields:
+     * - FromFull: { Email, Name }
+     * - ToFull: [{ Email, Name }]
+     * - Subject: email subject
+     * - TextBody: plain text body
+     * - HtmlBody: HTML body
+     * - MessageID: Postmark message ID
+     * - Headers: [{ Name, Value }]
+     * - Attachments: [{ Name, Content, ContentType, ContentLength }]
+     */
+    public function inbound(Request $request): Response
+    {
+        Log::info('Postmark Inbound webhook received', [
+            'to' => $request->input('ToFull.0.Email'),
+            'from' => $request->input('FromFull.Email'),
+            'subject' => $request->input('Subject'),
+        ]);
+
+        try {
+            $payload = $this->normalizePayload($request);
+
+            $message = $this->inboundEmailService->handleInbound($payload);
+
+            if ($message) {
+                Log::info("Postmark: Created CRM message {$message->id}");
+            }
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('Postmark Inbound webhook error: '.$e->getMessage(), [
+                'exception' => $e,
+            ]);
+
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Handle Postmark delivery/bounce webhook.
+     */
+    public function events(Request $request): Response
+    {
+        Log::info('Postmark Events webhook received');
+
+        try {
+            $recordType = $request->input('RecordType');
+            $messageId = $request->input('MessageID');
+
+            if ($recordType && $messageId) {
+                $this->processEvent($request->all());
+            }
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('Postmark Events webhook error: '.$e->getMessage());
+
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Normalize Postmark payload to our standard format.
+     */
+    protected function normalizePayload(Request $request): array
+    {
+        $fromFull = $request->input('FromFull', []);
+        $toFull = $request->input('ToFull', []);
+        $headers = $request->input('Headers', []);
+
+        // Convert headers array to associative
+        $headersAssoc = [];
+        foreach ($headers as $header) {
+            $key = strtolower($header['Name'] ?? '');
+            if ($key) {
+                $headersAssoc[$key] = $header['Value'] ?? '';
+            }
+        }
+
+        // Handle attachments
+        $attachments = [];
+        foreach ($request->input('Attachments', []) as $att) {
+            $attachments[] = [
+                'filename' => $att['Name'] ?? 'attachment',
+                'content_type' => $att['ContentType'] ?? 'application/octet-stream',
+                'size' => $att['ContentLength'] ?? null,
+                'content_id' => $att['ContentID'] ?? null,
+            ];
+        }
+
+        return [
+            'provider' => 'postmark',
+            'from_email' => strtolower(trim($fromFull['Email'] ?? $request->input('From', ''))),
+            'from_name' => $fromFull['Name'] ?? null,
+            'to_email' => strtolower(trim($toFull[0]['Email'] ?? $request->input('To', ''))),
+            'subject' => $request->input('Subject'),
+            'text_body' => $request->input('TextBody'),
+            'html_body' => $request->input('HtmlBody'),
+            'message_id' => $headersAssoc['message-id'] ?? $request->input('MessageID'),
+            'in_reply_to' => $headersAssoc['in-reply-to'] ?? null,
+            'references' => $headersAssoc['references'] ?? null,
+            'headers' => $headersAssoc,
+            'attachments' => $attachments,
+        ];
+    }
+
+    /**
+     * Process a delivery event.
+     */
+    protected function processEvent(array $event): void
+    {
+        $recordType = $event['RecordType'] ?? null;
+        $messageId = $event['MessageID'] ?? null;
+
+        if (! $recordType || ! $messageId) {
+            return;
+        }
+
+        $status = match ($recordType) {
+            'Delivery' => 'delivered',
+            'Open' => 'read',
+            'Bounce', 'HardBounce', 'SoftBounce' => 'bounced',
+            'SpamComplaint' => 'failed',
+            default => null,
+        };
+
+        if ($status) {
+            $this->crmChannelService->updateMessageStatus(
+                $messageId,
+                $status,
+                $event['Description'] ?? null
+            );
+        }
+    }
+}

app/Http/Controllers/Webhook/SendgridEmailWebhookController.php

@@ -0,0 +1,252 @@
+<?php
+
+namespace App\Http\Controllers\Webhook;
+
+use App\Http\Controllers\Controller;
+use App\Services\Crm\CrmChannelService;
+use App\Services\Email\InboundEmailService;
+use Illuminate\Http\Request;
+use Illuminate\Http\Response;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * SendGrid Email Webhook Controller
+ *
+ * Handles inbound emails via SendGrid Inbound Parse
+ * and delivery event webhooks.
+ *
+ * @see https://docs.sendgrid.com/for-developers/parsing-email/setting-up-the-inbound-parse-webhook
+ * @see https://docs.sendgrid.com/for-developers/tracking-events/event
+ */
+class SendgridEmailWebhookController extends Controller
+{
+    public function __construct(
+        protected InboundEmailService $inboundEmailService,
+        protected CrmChannelService $crmChannelService,
+    ) {}
+
+    /**
+     * Handle SendGrid Inbound Parse webhook.
+     *
+     * SendGrid sends multipart/form-data with these fields:
+     * - from: sender email (with name)
+     * - to: recipient email
+     * - subject: email subject
+     * - text: plain text body
+     * - html: HTML body
+     * - headers: raw headers as text
+     * - envelope: JSON with actual from/to
+     * - attachments: number of attachments
+     * - attachment-info: JSON with attachment metadata
+     * - attachment1, attachment2, etc: actual attachment files
+     */
+    public function inbound(Request $request): Response
+    {
+        Log::info('SendGrid Inbound Parse webhook received', [
+            'to' => $request->input('to'),
+            'from' => $request->input('from'),
+            'subject' => $request->input('subject'),
+        ]);
+
+        // TODO: Verify SendGrid webhook signature
+        // $this->verifySignature($request);
+
+        try {
+            $payload = $this->normalizePayload($request);
+
+            $message = $this->inboundEmailService->handleInbound($payload);
+
+            if ($message) {
+                Log::info("SendGrid: Created CRM message {$message->id}");
+            }
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('SendGrid Inbound Parse error: '.$e->getMessage(), [
+                'exception' => $e,
+            ]);
+
+            // Still return 200 to prevent retries for application errors
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Handle SendGrid delivery event webhook.
+     *
+     * Events include: delivered, bounce, dropped, deferred, etc.
+     */
+    public function events(Request $request): Response
+    {
+        Log::info('SendGrid Events webhook received');
+
+        // TODO: Verify SendGrid event webhook signature
+
+        try {
+            $events = $request->json()->all();
+
+            // SendGrid sends events as an array
+            if (! is_array($events)) {
+                $events = [$events];
+            }
+
+            foreach ($events as $event) {
+                $this->processEvent($event);
+            }
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('SendGrid Events webhook error: '.$e->getMessage());
+
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Normalize SendGrid Inbound Parse payload to our standard format.
+     */
+    protected function normalizePayload(Request $request): array
+    {
+        // Parse from email (format: "Name <email@example.com>" or just "email@example.com")
+        $from = $request->input('from', '');
+        $fromEmail = $from;
+        $fromName = null;
+
+        if (preg_match('/^(.+?)\s*<(.+?)>$/', $from, $matches)) {
+            $fromName = trim($matches[1], '" ');
+            $fromEmail = $matches[2];
+        }
+
+        // Parse to email (can be multiple, take first)
+        $to = $request->input('to', '');
+        $toEmail = $to;
+
+        if (preg_match('/<(.+?)>/', $to, $matches)) {
+            $toEmail = $matches[1];
+        } elseif (strpos($to, ',') !== false) {
+            $toEmail = trim(explode(',', $to)[0]);
+        }
+
+        // Parse headers
+        $rawHeaders = $request->input('headers', '');
+        $headers = $this->parseHeaders($rawHeaders);
+
+        // Get envelope data for more accurate addresses
+        $envelope = json_decode($request->input('envelope', '{}'), true);
+
+        if (! empty($envelope['from'])) {
+            $fromEmail = $envelope['from'];
+        }
+        if (! empty($envelope['to'][0])) {
+            $toEmail = $envelope['to'][0];
+        }
+
+        // Handle attachments
+        $attachments = [];
+        $attachmentInfo = json_decode($request->input('attachment-info', '{}'), true);
+
+        foreach ($attachmentInfo as $key => $info) {
+            $attachments[] = [
+                'filename' => $info['filename'] ?? $key,
+                'content_type' => $info['type'] ?? 'application/octet-stream',
+                'size' => $info['size'] ?? null,
+                'content_id' => $info['content-id'] ?? null,
+            ];
+        }
+
+        return [
+            'provider' => 'sendgrid',
+            'from_email' => strtolower(trim($fromEmail)),
+            'from_name' => $fromName,
+            'to_email' => strtolower(trim($toEmail)),
+            'subject' => $request->input('subject'),
+            'text_body' => $request->input('text'),
+            'html_body' => $request->input('html'),
+            'message_id' => $headers['message-id'] ?? null,
+            'in_reply_to' => $headers['in-reply-to'] ?? null,
+            'references' => $headers['references'] ?? null,
+            'headers' => $headers,
+            'attachments' => $attachments,
+        ];
+    }
+
+    /**
+     * Parse raw email headers into associative array.
+     */
+    protected function parseHeaders(string $rawHeaders): array
+    {
+        $headers = [];
+        $lines = explode("\n", $rawHeaders);
+        $currentKey = null;
+        $currentValue = '';
+
+        foreach ($lines as $line) {
+            // Continuation of previous header
+            if (preg_match('/^\s+(.*)/', $line, $matches)) {
+                $currentValue .= ' '.trim($matches[1]);
+
+                continue;
+            }
+
+            // Save previous header
+            if ($currentKey !== null) {
+                $headers[strtolower($currentKey)] = trim($currentValue);
+            }
+
+            // Parse new header
+            if (preg_match('/^([^:]+):\s*(.*)/', $line, $matches)) {
+                $currentKey = $matches[1];
+                $currentValue = $matches[2];
+            }
+        }
+
+        // Save last header
+        if ($currentKey !== null) {
+            $headers[strtolower($currentKey)] = trim($currentValue);
+        }
+
+        return $headers;
+    }
+
+    /**
+     * Process a delivery event.
+     */
+    protected function processEvent(array $event): void
+    {
+        $eventType = $event['event'] ?? null;
+        $messageId = $event['sg_message_id'] ?? $event['smtp-id'] ?? null;
+
+        if (! $eventType || ! $messageId) {
+            return;
+        }
+
+        $status = match ($eventType) {
+            'delivered' => 'delivered',
+            'open' => 'read',
+            'bounce', 'dropped' => 'bounced',
+            'deferred', 'spamreport' => 'failed',
+            default => null,
+        };
+
+        if ($status) {
+            $this->crmChannelService->updateMessageStatus(
+                $messageId,
+                $status,
+                $event['reason'] ?? null
+            );
+        }
+    }
+
+    /**
+     * Verify SendGrid webhook signature.
+     *
+     * @see https://docs.sendgrid.com/for-developers/tracking-events/getting-started-event-webhook-security-features
+     */
+    protected function verifySignature(Request $request): void
+    {
+        // TODO: Implement signature verification
+        // $signature = $request->header('X-Twilio-Email-Event-Webhook-Signature');
+        // $timestamp = $request->header('X-Twilio-Email-Event-Webhook-Timestamp');
+        // Verify using public key
+    }
+}

app/Http/Controllers/Webhook/SesEmailWebhookController.php

@@ -0,0 +1,237 @@
+<?php
+
+namespace App\Http\Controllers\Webhook;
+
+use App\Http\Controllers\Controller;
+use App\Services\Crm\CrmChannelService;
+use App\Services\Email\InboundEmailService;
+use Illuminate\Http\Request;
+use Illuminate\Http\Response;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * AWS SES Email Webhook Controller
+ *
+ * Handles inbound emails via SES → SNS → HTTP
+ * and delivery notification webhooks.
+ *
+ * @see https://docs.aws.amazon.com/ses/latest/dg/receiving-email-notifications-contents.html
+ * @see https://docs.aws.amazon.com/ses/latest/dg/notification-contents.html
+ */
+class SesEmailWebhookController extends Controller
+{
+    public function __construct(
+        protected InboundEmailService $inboundEmailService,
+        protected CrmChannelService $crmChannelService,
+    ) {}
+
+    /**
+     * Handle AWS SES webhook via SNS.
+     *
+     * SNS sends JSON with:
+     * - Type: 'SubscriptionConfirmation' | 'Notification' | 'UnsubscribeConfirmation'
+     * - Message: JSON string containing the actual SES notification
+     * - SubscribeURL: URL to confirm subscription (for SubscriptionConfirmation)
+     */
+    public function handle(Request $request): Response
+    {
+        // Handle SNS subscription confirmation
+        if ($request->input('Type') === 'SubscriptionConfirmation') {
+            return $this->handleSubscriptionConfirmation($request);
+        }
+
+        // Handle unsubscribe confirmation
+        if ($request->input('Type') === 'UnsubscribeConfirmation') {
+            Log::info('SES SNS unsubscribe confirmation received');
+
+            return response('OK', 200);
+        }
+
+        // Handle notifications
+        if ($request->input('Type') === 'Notification') {
+            return $this->handleNotification($request);
+        }
+
+        Log::warning('SES webhook: Unknown Type', ['type' => $request->input('Type')]);
+
+        return response('Unknown type', 200);
+    }
+
+    /**
+     * Handle SNS subscription confirmation.
+     */
+    protected function handleSubscriptionConfirmation(Request $request): Response
+    {
+        $subscribeUrl = $request->input('SubscribeURL');
+
+        if ($subscribeUrl) {
+            Log::info('SES SNS subscription confirmation', ['url' => $subscribeUrl]);
+
+            // Auto-confirm subscription
+            try {
+                file_get_contents($subscribeUrl);
+                Log::info('SES SNS subscription confirmed');
+            } catch (\Exception $e) {
+                Log::error('SES SNS subscription confirmation failed: '.$e->getMessage());
+            }
+        }
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Handle SNS notification.
+     */
+    protected function handleNotification(Request $request): Response
+    {
+        $messageJson = $request->input('Message');
+
+        if (! $messageJson) {
+            Log::warning('SES webhook: No Message in notification');
+
+            return response('OK', 200);
+        }
+
+        try {
+            $message = json_decode($messageJson, true);
+
+            if (! $message) {
+                Log::warning('SES webhook: Invalid JSON in Message');
+
+                return response('OK', 200);
+            }
+
+            // Determine notification type
+            $notificationType = $message['notificationType'] ?? $message['eventType'] ?? null;
+
+            if ($notificationType === 'Received') {
+                return $this->handleInboundEmail($message);
+            }
+
+            // Handle delivery notifications
+            if (in_array($notificationType, ['Delivery', 'Bounce', 'Complaint', 'Open'])) {
+                return $this->handleDeliveryEvent($message);
+            }
+
+            Log::info('SES webhook: Unhandled notification type', ['type' => $notificationType]);
+
+            return response('OK', 200);
+        } catch (\Exception $e) {
+            Log::error('SES webhook error: '.$e->getMessage(), [
+                'exception' => $e,
+            ]);
+
+            return response('Error logged', 200);
+        }
+    }
+
+    /**
+     * Handle inbound email notification.
+     */
+    protected function handleInboundEmail(array $message): Response
+    {
+        Log::info('SES Inbound email received');
+
+        $mail = $message['mail'] ?? [];
+        $receipt = $message['receipt'] ?? [];
+        $content = $message['content'] ?? null;
+
+        // For full email content, SES needs to store in S3 and we fetch it
+        // For now, we work with the basic metadata
+        $payload = $this->normalizePayload($mail, $receipt, $content);
+
+        $crmMessage = $this->inboundEmailService->handleInbound($payload);
+
+        if ($crmMessage) {
+            Log::info("SES: Created CRM message {$crmMessage->id}");
+        }
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Handle delivery event notification.
+     */
+    protected function handleDeliveryEvent(array $message): Response
+    {
+        $notificationType = $message['notificationType'] ?? $message['eventType'] ?? null;
+        $mail = $message['mail'] ?? [];
+        $messageId = $mail['messageId'] ?? null;
+
+        if (! $messageId) {
+            return response('OK', 200);
+        }
+
+        $status = match ($notificationType) {
+            'Delivery' => 'delivered',
+            'Open' => 'read',
+            'Bounce' => 'bounced',
+            'Complaint' => 'failed',
+            default => null,
+        };
+
+        if ($status) {
+            $bounce = $message['bounce'] ?? [];
+            $complaint = $message['complaint'] ?? [];
+
+            $error = $bounce['bounceType'] ?? $complaint['complaintFeedbackType'] ?? null;
+
+            $this->crmChannelService->updateMessageStatus($messageId, $status, $error);
+        }
+
+        return response('OK', 200);
+    }
+
+    /**
+     * Normalize SES payload to our standard format.
+     */
+    protected function normalizePayload(array $mail, array $receipt, ?string $content): array
+    {
+        $source = $mail['source'] ?? '';
+        $destination = $mail['destination'][0] ?? $receipt['recipients'][0] ?? '';
+
+        // Parse headers
+        $headers = [];
+        foreach ($mail['headers'] ?? [] as $header) {
+            $headers[strtolower($header['name'])] = $header['value'];
+        }
+
+        // Parse from address
+        $fromEmail = $source;
+        $fromName = null;
+
+        if (preg_match('/^(.+?)\s*<(.+?)>$/', $source, $matches)) {
+            $fromName = trim($matches[1], '" ');
+            $fromEmail = $matches[2];
+        }
+
+        // If we have raw content, parse it
+        $textBody = null;
+        $htmlBody = null;
+
+        if ($content) {
+            // Basic email parsing (for production, use a proper email parser)
+            if (preg_match('/Content-Type:\s*text\/plain.*?\r?\n\r?\n(.+?)(?=\r?\n--|\Z)/s', $content, $matches)) {
+                $textBody = trim($matches[1]);
+            }
+            if (preg_match('/Content-Type:\s*text\/html.*?\r?\n\r?\n(.+?)(?=\r?\n--|\Z)/s', $content, $matches)) {
+                $htmlBody = trim($matches[1]);
+            }
+        }
+
+        return [
+            'provider' => 'ses',
+            'from_email' => strtolower(trim($fromEmail)),
+            'from_name' => $fromName,
+            'to_email' => strtolower(trim($destination)),
+            'subject' => $headers['subject'] ?? $mail['commonHeaders']['subject'] ?? null,
+            'text_body' => $textBody,
+            'html_body' => $htmlBody,
+            'message_id' => $headers['message-id'] ?? $mail['messageId'] ?? null,
+            'in_reply_to' => $headers['in-reply-to'] ?? null,
+            'references' => $headers['references'] ?? null,
+            'headers' => $headers,
+            'attachments' => [], // Would need to fetch from S3 for attachments
+        ];
+    }
+}

app/Http/Middleware/EnsureMarketingPortalAccess.php

@@ -0,0 +1,79 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use App\Models\Business;
+use Closure;
+use Illuminate\Http\Request;
+use Symfony\Component\HttpFoundation\Response;
+
+/**
+ * Middleware to ensure the user has Marketing Portal access.
+ *
+ * Marketing Portal access is granted to users with:
+ * - contact_type = 'marketing_portal' on business_user pivot
+ * - OR users who are super admins (for testing/support)
+ *
+ * This middleware is applied to /portal/{business}/* routes.
+ */
+class EnsureMarketingPortalAccess
+{
+    /**
+     * Handle an incoming request.
+     */
+    public function handle(Request $request, Closure $next): Response
+    {
+        $user = $request->user();
+
+        // Must be authenticated
+        if (! $user) {
+            return redirect()->route('login');
+        }
+
+        // Get business from route (could be slug or id)
+        $businessParam = $request->route('business');
+        $business = $this->resolveBusiness($businessParam);
+
+        if (! $business) {
+            abort(404, 'Business not found.');
+        }
+
+        // Store resolved business for later use
+        $request->route()->setParameter('business', $business);
+
+        // Super admins can access any portal
+        if ($user->isSuperAdmin()) {
+            $request->attributes->set('is_portal_admin', true);
+
+            return $next($request);
+        }
+
+        // Check if user has marketing portal access for this business
+        if (! $user->isMarketingPortalUser($business)) {
+            abort(403, 'You do not have Marketing Portal access for this business.');
+        }
+
+        $request->attributes->set('is_portal_admin', false);
+
+        return $next($request);
+    }
+
+    /**
+     * Resolve business from slug or ID
+     */
+    protected function resolveBusiness($param): ?Business
+    {
+        if (! $param) {
+            return null;
+        }
+
+        // Already a Business model
+        if ($param instanceof Business) {
+            return $param;
+        }
+
+        // Try by slug first, then by ID
+        return Business::where('slug', $param)->first()
+            ?? Business::find($param);
+    }
+}

app/Http/Requests/StoreBrandRequest.php

@@ -29,9 +29,9 @@ class StoreBrandRequest extends FormRequest
 
         return [
             'name' => 'required|string|max:255',
-            'tagline' => ['nullable', 'string', 'min:30', 'max:45'],
-            'description' => ['nullable', 'string', 'min:100', 'max:150'],
-            'long_description' => ['nullable', 'string', 'max:500'],
+            'tagline' => ['nullable', 'string', 'max:255'],
+            'description' => ['nullable', 'string', 'max:1000'],
+            'long_description' => ['nullable', 'string', 'max:5000'],
             'brand_announcement' => ['nullable', 'string', 'max:500'],
             'website_url' => 'nullable|string|max:255',
 

app/Http/Requests/UpdateBrandRequest.php

@@ -30,9 +30,9 @@ class UpdateBrandRequest extends FormRequest
 
         return [
             'name' => 'required|string|max:255',
-            'tagline' => ['nullable', 'string', 'min:30', 'max:45'],
-            'description' => ['nullable', 'string', 'min:100', 'max:150'],
-            'long_description' => ['nullable', 'string', 'max:500'],
+            'tagline' => ['nullable', 'string', 'max:255'],
+            'description' => ['nullable', 'string', 'max:1000'],
+            'long_description' => ['nullable', 'string', 'max:5000'],
             'brand_announcement' => ['nullable', 'string', 'max:500'],
             'website_url' => 'nullable|string|max:255',
 
@@ -75,6 +75,9 @@ class UpdateBrandRequest extends FormRequest
             'support_email' => 'nullable|email|max:255',
             'wholesale_email' => 'nullable|email|max:255',
             'pr_email' => 'nullable|email|max:255',
+
+            // CRM Channel Assignment
+            'inbound_email_channel_id' => 'nullable|integer|exists:crm_channels,id',
         ];
     }
 }

app/Jobs/CalculateBrandAnalysisMetrics.php

@@ -0,0 +1,159 @@
+<?php
+
+namespace App\Jobs;
+
+use App\Models\Brand;
+use App\Models\Business;
+use App\Services\Cannaiq\BrandAnalysisService;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Background job to pre-calculate Brand Analysis metrics.
+ *
+ * This job runs in the background to compute expensive engagement and sentiment
+ * metrics for brands, caching the results for 2 hours. This prevents N+1 queries
+ * and expensive aggregations from running on page load.
+ *
+ * Schedule: Every 2 hours via Horizon
+ * Queue: default (or 'analytics' if available)
+ *
+ * Key benefits:
+ * - Aggregates CRM message counts, response rates, and quote/order metrics in batch
+ * - Pre-computes buyer engagement scores
+ * - For CannaiQ-enabled businesses, also pre-computes sentiment scores
+ * - Uses existing BrandAnalysisService caching mechanism (2-hour TTL)
+ */
+class CalculateBrandAnalysisMetrics implements ShouldQueue
+{
+    use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
+
+    /**
+     * The business to calculate metrics for (null = all seller businesses)
+     */
+    public ?int $businessId;
+
+    /**
+     * The brand to calculate metrics for (null = all brands in business)
+     */
+    public ?int $brandId;
+
+    /**
+     * Create a new job instance.
+     */
+    public function __construct(?int $businessId = null, ?int $brandId = null)
+    {
+        $this->businessId = $businessId;
+        $this->brandId = $brandId;
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(BrandAnalysisService $service): void
+    {
+        $startTime = microtime(true);
+        $processedCount = 0;
+
+        try {
+            if ($this->businessId && $this->brandId) {
+                // Single brand calculation
+                $this->calculateForBrand($service, $this->businessId, $this->brandId);
+                $processedCount = 1;
+            } elseif ($this->businessId) {
+                // All brands for a single business
+                $processedCount = $this->calculateForBusiness($service, $this->businessId);
+            } else {
+                // All seller businesses with active brands
+                $processedCount = $this->calculateForAllBusinesses($service);
+            }
+
+            $duration = round(microtime(true) - $startTime, 2);
+            Log::info('CalculateBrandAnalysisMetrics completed', [
+                'business_id' => $this->businessId ?? 'all',
+                'brand_id' => $this->brandId ?? 'all',
+                'brands_processed' => $processedCount,
+                'duration_seconds' => $duration,
+            ]);
+        } catch (\Exception $e) {
+            Log::error('CalculateBrandAnalysisMetrics failed', [
+                'business_id' => $this->businessId,
+                'brand_id' => $this->brandId,
+                'error' => $e->getMessage(),
+            ]);
+            throw $e;
+        }
+    }
+
+    /**
+     * Calculate metrics for all seller businesses
+     */
+    private function calculateForAllBusinesses(BrandAnalysisService $service): int
+    {
+        $processedCount = 0;
+
+        Business::where('type', 'seller')
+            ->where('status', 'approved')
+            ->chunk(10, function ($businesses) use ($service, &$processedCount) {
+                foreach ($businesses as $business) {
+                    $processedCount += $this->calculateForBusiness($service, $business->id);
+                }
+            });
+
+        return $processedCount;
+    }
+
+    /**
+     * Calculate metrics for all active brands in a business
+     */
+    private function calculateForBusiness(BrandAnalysisService $service, int $businessId): int
+    {
+        $business = Business::find($businessId);
+        if (! $business) {
+            return 0;
+        }
+
+        $brands = Brand::where('business_id', $businessId)
+            ->where('is_active', true)
+            ->get();
+
+        foreach ($brands as $brand) {
+            $this->calculateForBrand($service, $businessId, $brand->id);
+        }
+
+        return $brands->count();
+    }
+
+    /**
+     * Calculate metrics for a single brand
+     */
+    private function calculateForBrand(BrandAnalysisService $service, int $businessId, int $brandId): void
+    {
+        $business = Business::find($businessId);
+        $brand = Brand::find($brandId);
+
+        if (! $business || ! $brand) {
+            return;
+        }
+
+        // This triggers the full analysis calculation and caches it
+        // The BrandAnalysisService handles caching internally with 2-hour TTL
+        $service->refreshAnalysis($brand, $business);
+    }
+
+    /**
+     * The job failed to process.
+     */
+    public function failed(\Throwable $exception): void
+    {
+        Log::error('CalculateBrandAnalysisMetrics job failed', [
+            'business_id' => $this->businessId,
+            'brand_id' => $this->brandId,
+            'exception' => $exception->getMessage(),
+        ]);
+    }
+}

app/Jobs/RunMarketingAutomationJob.php

@@ -0,0 +1,117 @@
+<?php
+
+namespace App\Jobs;
+
+use App\Models\Marketing\MarketingAutomation;
+use App\Services\Marketing\AutomationRunner;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\Log;
+
+class RunMarketingAutomationJob implements ShouldQueue
+{
+    use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
+
+    /**
+     * The number of times the job may be attempted.
+     */
+    public int $tries = 3;
+
+    /**
+     * The number of seconds to wait before retrying the job.
+     */
+    public int $backoff = 60;
+
+    /**
+     * The automation ID to run.
+     */
+    public int $automationId;
+
+    /**
+     * Create a new job instance.
+     */
+    public function __construct(int $automationId)
+    {
+        $this->automationId = $automationId;
+        $this->onQueue('marketing');
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(AutomationRunner $runner): void
+    {
+        $automation = MarketingAutomation::find($this->automationId);
+
+        if (! $automation) {
+            Log::warning('RunMarketingAutomationJob: Automation not found', [
+                'automation_id' => $this->automationId,
+            ]);
+
+            return;
+        }
+
+        if (! $automation->is_active) {
+            Log::info('RunMarketingAutomationJob: Automation is inactive, skipping', [
+                'automation_id' => $this->automationId,
+                'automation_name' => $automation->name,
+            ]);
+
+            return;
+        }
+
+        Log::info('RunMarketingAutomationJob: Starting automation run', [
+            'automation_id' => $automation->id,
+            'automation_name' => $automation->name,
+            'business_id' => $automation->business_id,
+        ]);
+
+        $run = $runner->runAutomation($automation);
+
+        Log::info('RunMarketingAutomationJob: Automation run completed', [
+            'automation_id' => $automation->id,
+            'run_id' => $run->id,
+            'status' => $run->status,
+            'summary' => $run->summary,
+        ]);
+    }
+
+    /**
+     * Handle a job failure.
+     */
+    public function failed(\Throwable $exception): void
+    {
+        Log::error('RunMarketingAutomationJob: Job failed', [
+            'automation_id' => $this->automationId,
+            'error' => $exception->getMessage(),
+            'trace' => $exception->getTraceAsString(),
+        ]);
+
+        // Update automation status to error
+        $automation = MarketingAutomation::find($this->automationId);
+        if ($automation) {
+            $automation->update([
+                'last_run_at' => now(),
+                'last_status' => 'error',
+            ]);
+        }
+    }
+
+    /**
+     * Get the tags that should be assigned to the job.
+     */
+    public function tags(): array
+    {
+        $automation = MarketingAutomation::find($this->automationId);
+
+        return [
+            'marketing',
+            'automation',
+            'automation:'.$this->automationId,
+            'business:'.($automation?->business_id ?? 'unknown'),
+        ];
+    }
+}

app/Jobs/SendMarketingCampaignJob.php

@@ -0,0 +1,131 @@
+<?php
+
+namespace App\Jobs;
+
+use App\Models\Marketing\MarketingCampaign;
+use App\Services\Messaging\EmailSender;
+use App\Services\Messaging\SmsSender;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * SendMarketingCampaignJob - Process and send a marketing campaign.
+ *
+ * Handles email and/or SMS sending based on campaign channel.
+ * Chunks through contacts for memory efficiency.
+ */
+class SendMarketingCampaignJob implements ShouldQueue
+{
+    use Dispatchable;
+    use InteractsWithQueue;
+    use Queueable;
+    use SerializesModels;
+
+    public int $tries = 3;
+
+    public int $timeout = 3600; // 1 hour max
+
+    public function __construct(
+        protected int $campaignId
+    ) {}
+
+    public function handle(EmailSender $emailSender, SmsSender $smsSender): void
+    {
+        $campaign = MarketingCampaign::find($this->campaignId);
+
+        if (! $campaign) {
+            Log::channel('marketing')->error('Campaign not found', ['campaign_id' => $this->campaignId]);
+
+            return;
+        }
+
+        if (! in_array($campaign->status, [MarketingCampaign::STATUS_DRAFT, MarketingCampaign::STATUS_SCHEDULED])) {
+            Log::channel('marketing')->warning('Campaign not in sendable state', [
+                'campaign_id' => $campaign->id,
+                'status' => $campaign->status,
+            ]);
+
+            return;
+        }
+
+        if (! $campaign->list) {
+            Log::channel('marketing')->error('Campaign has no list', ['campaign_id' => $campaign->id]);
+            $campaign->cancel();
+
+            return;
+        }
+
+        Log::channel('marketing')->info('Starting campaign send', [
+            'campaign_id' => $campaign->id,
+            'campaign_name' => $campaign->name,
+            'channel' => $campaign->channel,
+        ]);
+
+        $campaign->markSending();
+
+        $sendEmail = in_array($campaign->channel, [MarketingCampaign::CHANNEL_EMAIL, MarketingCampaign::CHANNEL_MULTI]);
+        $sendSms = in_array($campaign->channel, [MarketingCampaign::CHANNEL_SMS, MarketingCampaign::CHANNEL_MULTI]);
+
+        $totalSent = 0;
+        $totalFailed = 0;
+
+        // Process contacts in chunks
+        $campaign->list->getContacts()
+            ->chunk(100, function ($contacts) use ($campaign, $emailSender, $smsSender, $sendEmail, $sendSms, &$totalSent, &$totalFailed) {
+                foreach ($contacts as $contact) {
+                    if ($sendEmail && $contact->canReceiveEmail()) {
+                        $log = $emailSender->sendCampaignEmail($campaign, $contact);
+                        if ($log->status === 'sent') {
+                            $totalSent++;
+                        } else {
+                            $totalFailed++;
+                        }
+                    }
+
+                    if ($sendSms && $contact->canReceiveSms()) {
+                        $log = $smsSender->sendCampaignSms($campaign, $contact);
+                        if ($log->status === 'sent') {
+                            $totalSent++;
+                        } else {
+                            $totalFailed++;
+                        }
+                    }
+
+                    // Small delay to prevent rate limiting
+                    usleep(50000); // 50ms
+                }
+            });
+
+        $campaign->markSent();
+        $campaign->updateMetrics();
+
+        Log::channel('marketing')->info('Campaign send completed', [
+            'campaign_id' => $campaign->id,
+            'total_sent' => $totalSent,
+            'total_failed' => $totalFailed,
+        ]);
+    }
+
+    public function failed(\Throwable $exception): void
+    {
+        Log::channel('marketing')->error('Campaign job failed', [
+            'campaign_id' => $this->campaignId,
+            'error' => $exception->getMessage(),
+        ]);
+
+        $campaign = MarketingCampaign::find($this->campaignId);
+        if ($campaign && $campaign->status === MarketingCampaign::STATUS_SENDING) {
+            // Don't cancel - leave as sending so admin can investigate
+            $campaign->update([
+                'metrics' => array_merge($campaign->metrics ?? [], [
+                    'error' => $exception->getMessage(),
+                    'failed_at' => now()->toIso8601String(),
+                ]),
+            ]);
+        }
+    }
+}

app/Mail/Invoices/InvoiceSentMail.php

@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Mail\Invoices;
+
+use App\Models\Invoice;
+use Illuminate\Bus\Queueable;
+use Illuminate\Mail\Attachment;
+use Illuminate\Mail\Mailable;
+use Illuminate\Mail\Mailables\Content;
+use Illuminate\Mail\Mailables\Envelope;
+use Illuminate\Queue\SerializesModels;
+
+class InvoiceSentMail extends Mailable
+{
+    use Queueable, SerializesModels;
+
+    public function __construct(
+        public Invoice $invoice,
+        public ?string $message = null,
+        public ?string $pdfContent = null
+    ) {}
+
+    public function envelope(): Envelope
+    {
+        return new Envelope(
+            subject: "Invoice {$this->invoice->invoice_number} from ".config('app.name'),
+        );
+    }
+
+    public function content(): Content
+    {
+        return new Content(
+            markdown: 'emails.invoices.invoice-sent',
+        );
+    }
+
+    public function attachments(): array
+    {
+        if (! $this->pdfContent) {
+            return [];
+        }
+
+        return [
+            Attachment::fromData(
+                fn () => $this->pdfContent,
+                "{$this->invoice->invoice_number}.pdf"
+            )->withMime('application/pdf'),
+        ];
+    }
+}

app/Mail/QuoteMail.php

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Mail;
+
+use App\Models\Business;
+use App\Models\Crm\CrmQuote;
+use Illuminate\Bus\Queueable;
+use Illuminate\Mail\Mailable;
+use Illuminate\Mail\Mailables\Attachment;
+use Illuminate\Mail\Mailables\Content;
+use Illuminate\Mail\Mailables\Envelope;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\Storage;
+
+class QuoteMail extends Mailable
+{
+    use Queueable, SerializesModels;
+
+    public function __construct(
+        public CrmQuote $quote,
+        public Business $business,
+        public ?string $customMessage = null,
+        public ?string $pdfPath = null
+    ) {}
+
+    public function envelope(): Envelope
+    {
+        return new Envelope(
+            subject: "Quote {$this->quote->quote_number} from {$this->business->name}",
+        );
+    }
+
+    public function content(): Content
+    {
+        return new Content(
+            view: 'emails.quote',
+            with: [
+                'quote' => $this->quote,
+                'business' => $this->business,
+                'customMessage' => $this->customMessage,
+            ],
+        );
+    }
+
+    /**
+     * @return array<int, Attachment>
+     */
+    public function attachments(): array
+    {
+        if (! $this->pdfPath || ! Storage::exists($this->pdfPath)) {
+            return [];
+        }
+
+        return [
+            Attachment::fromStorage($this->pdfPath)
+                ->as("{$this->quote->quote_number}.pdf")
+                ->withMime('application/pdf'),
+        ];
+    }
+}

app/Models/Batch.php

@@ -3,6 +3,7 @@
 namespace App\Models;
 
 use App\Traits\BelongsToBusinessViaProduct;
+use App\Traits\HasHashid;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
@@ -13,15 +14,17 @@ use Illuminate\Support\Facades\Storage;
 
 class Batch extends Model
 {
-    use BelongsToBusinessViaProduct, HasFactory, SoftDeletes;
+    use BelongsToBusinessViaProduct, HasFactory, HasHashid, SoftDeletes;
 
     protected $fillable = [
+        'hashid',
         'product_id',
         'lab_id',
         'parent_batch_id',
         'business_id',
         'cannabinoid_unit',
         'batch_number',
+        'quantity_unit',
         'internal_code',
         'batch_type',
         'production_date',

app/Models/Brand.php

@@ -126,6 +126,9 @@ class Brand extends Model implements Auditable
         'support_email',
         'wholesale_email',
         'pr_email',
+
+        // CRM Channel for inbound emails
+        'inbound_email_channel_id',
     ];
 
     protected $casts = [
@@ -201,6 +204,14 @@ class Brand extends Model implements Auditable
         return $this->hasOne(BrandAiProfile::class);
     }
 
+    /**
+     * The CRM channel used for inbound emails to this brand.
+     */
+    public function inboundEmailChannel(): \Illuminate\Database\Eloquent\Relations\BelongsTo
+    {
+        return $this->belongsTo(\App\Models\Crm\CrmChannel::class, 'inbound_email_channel_id');
+    }
+
     /**
      * Check if this brand has an AI profile configured
      */

app/Models/Branding/BusinessBrandingSetting.php

@@ -0,0 +1,169 @@
+<?php
+
+namespace App\Models\Branding;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Support\Facades\Storage;
+
+/**
+ * Business Branding Settings
+ *
+ * White-label branding configuration for the Marketing Portal.
+ * Controls logo, colors, and messaging defaults for portal users.
+ */
+class BusinessBrandingSetting extends Model
+{
+    protected $fillable = [
+        'business_id',
+        'logo_path',
+        'favicon_path',
+        'primary_color',
+        'secondary_color',
+        'accent_color',
+        'email_from_name',
+        'email_from_email',
+        'sms_from_label',
+        'portal_title',
+        'portal_welcome_message',
+        'meta',
+    ];
+
+    protected $casts = [
+        'meta' => 'array',
+    ];
+
+    // -------------------------------------------------------------------------
+    // Relationships
+    // -------------------------------------------------------------------------
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    // -------------------------------------------------------------------------
+    // Accessors
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get the logo URL for display
+     */
+    public function getLogoUrlAttribute(): ?string
+    {
+        if (! $this->logo_path) {
+            return null;
+        }
+
+        return Storage::url($this->logo_path);
+    }
+
+    /**
+     * Get the favicon URL for display
+     */
+    public function getFaviconUrlAttribute(): ?string
+    {
+        if (! $this->favicon_path) {
+            return null;
+        }
+
+        return Storage::url($this->favicon_path);
+    }
+
+    /**
+     * Get effective email from name (falls back to business name)
+     */
+    public function getEffectiveFromNameAttribute(): string
+    {
+        return $this->email_from_name ?? $this->business->name ?? 'Marketing Portal';
+    }
+
+    /**
+     * Get effective email from address
+     */
+    public function getEffectiveFromEmailAttribute(): ?string
+    {
+        return $this->email_from_email;
+    }
+
+    /**
+     * Get effective SMS sender label
+     */
+    public function getEffectiveSmsLabelAttribute(): string
+    {
+        // SMS sender IDs have strict requirements - max 11 alphanumeric chars
+        $label = $this->sms_from_label ?? substr(preg_replace('/[^A-Za-z0-9]/', '', $this->business->name ?? 'Portal'), 0, 11);
+
+        return $label ?: 'Portal';
+    }
+
+    /**
+     * Get portal title (falls back to business name + " Portal")
+     */
+    public function getEffectivePortalTitleAttribute(): string
+    {
+        return $this->portal_title ?? ($this->business->name ?? 'Marketing').' Portal';
+    }
+
+    // -------------------------------------------------------------------------
+    // CSS Helper Methods
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get CSS custom properties for theming
+     */
+    public function getCssVariables(): array
+    {
+        $vars = [];
+
+        if ($this->primary_color) {
+            $vars['--portal-primary'] = $this->primary_color;
+        }
+
+        if ($this->secondary_color) {
+            $vars['--portal-secondary'] = $this->secondary_color;
+        }
+
+        if ($this->accent_color) {
+            $vars['--portal-accent'] = $this->accent_color;
+        }
+
+        return $vars;
+    }
+
+    /**
+     * Get inline style string for CSS variables
+     */
+    public function getCssVariableStyle(): string
+    {
+        $vars = $this->getCssVariables();
+
+        if (empty($vars)) {
+            return '';
+        }
+
+        return implode('; ', array_map(
+            fn ($key, $value) => "{$key}: {$value}",
+            array_keys($vars),
+            array_values($vars)
+        ));
+    }
+
+    // -------------------------------------------------------------------------
+    // Static Helpers
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get or create branding settings for a business
+     */
+    public static function forBusiness(Business $business): self
+    {
+        return self::firstOrCreate(
+            ['business_id' => $business->id],
+            [
+                'portal_title' => $business->name.' Portal',
+            ]
+        );
+    }
+}

app/Models/Business.php

@@ -292,6 +292,7 @@ class Business extends Model implements AuditableContract
         'has_management_suite',
         'has_enterprise_suite',
         'use_suite_navigation',
+        'cannaiq_enabled',
 
         // Sales Suite Usage Limits
         'sales_suite_brand_limit',
@@ -366,6 +367,7 @@ class Business extends Model implements AuditableContract
         'has_enterprise_suite' => 'boolean', // Legacy - use is_enterprise_plan instead
         'is_enterprise_plan' => 'boolean', // Plan limit override - when true, usage limits are not enforced
         'use_suite_navigation' => 'boolean',
+        'cannaiq_enabled' => 'boolean',
         // Sales Suite Usage Limits
         'sales_suite_brand_limit' => 'integer',
         'sales_suite_sku_limit_per_brand' => 'integer',
@@ -900,6 +902,44 @@ class Business extends Model implements AuditableContract
         return $this->hasSuite('dispensary');
     }
 
+    /**
+     * Check if business has CannaiQ enabled.
+     * CannaiQ provides AI-powered market intelligence, promo recommendations, and automation.
+     */
+    public function hasCannaiqEnabled(): bool
+    {
+        return (bool) $this->cannaiq_enabled;
+    }
+
+    /**
+     * Check if business has Messaging Suite access.
+     * Messaging is included in Sales Suite or can be standalone.
+     */
+    public function hasMessagingSuite(): bool
+    {
+        return $this->hasSuite('messaging') || $this->hasSalesSuite();
+    }
+
+    /**
+     * Check if business has CannaiQ Marketing Access.
+     * Required for: Market Intelligence, Promo Builder (AI features)
+     * Requires BOTH Sales Suite AND CannaiQ enabled.
+     */
+    public function hasCannaiqMarketingAccess(): bool
+    {
+        return $this->hasSalesSuite() && $this->hasCannaiqEnabled();
+    }
+
+    /**
+     * Check if business has Automation Access.
+     * Required for: Marketing Automations / Playbooks
+     * Requires Sales Suite + CannaiQ + Messaging (automations send campaigns).
+     */
+    public function hasAutomationAccess(): bool
+    {
+        return $this->hasCannaiqMarketingAccess() && $this->hasMessagingSuite();
+    }
+
     /**
      * Check if business has access to a specific feature via any assigned suite.
      *

app/Models/BusinessEmailIdentity.php

@@ -0,0 +1,206 @@
+<?php
+
+namespace App\Models;
+
+use App\Models\Crm\CrmChannel;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+/**
+ * BusinessEmailIdentity - Maps inbound email addresses to businesses/channels
+ *
+ * This model represents an email identity that can receive inbound emails.
+ * It maps the receiving email address to a business, CRM channel, and optionally
+ * to the BusinessMailSettings for outbound replies.
+ *
+ * NOTE: This does NOT store SMTP credentials. Outbound email uses BusinessMailSettings.
+ */
+class BusinessEmailIdentity extends Model
+{
+    use HasFactory;
+
+    public const PROVIDER_POSTAL = 'postal';
+
+    public const PROVIDER_SENDGRID = 'sendgrid';
+
+    public const PROVIDER_POSTMARK = 'postmark';
+
+    public const PROVIDER_SES = 'ses';
+
+    public const PROVIDERS = [
+        self::PROVIDER_POSTAL => 'Postal',
+        self::PROVIDER_SENDGRID => 'SendGrid',
+        self::PROVIDER_POSTMARK => 'Postmark',
+        self::PROVIDER_SES => 'Amazon SES',
+    ];
+
+    public const DEPARTMENT_SALES = 'sales';
+
+    public const DEPARTMENT_SUPPORT = 'support';
+
+    public const DEPARTMENT_ORDERS = 'orders';
+
+    public const DEPARTMENT_GENERAL = 'general';
+
+    public const DEPARTMENTS = [
+        self::DEPARTMENT_SALES => 'Sales',
+        self::DEPARTMENT_SUPPORT => 'Support',
+        self::DEPARTMENT_ORDERS => 'Orders',
+        self::DEPARTMENT_GENERAL => 'General',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'crm_channel_id',
+        'mail_settings_id',
+        'email',
+        'provider',
+        'department',
+        'config',
+        'is_active',
+        'is_primary',
+        'last_received_at',
+    ];
+
+    protected $casts = [
+        'config' => 'array',
+        'is_active' => 'boolean',
+        'is_primary' => 'boolean',
+        'last_received_at' => 'datetime',
+    ];
+
+    // Relationships
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function crmChannel(): BelongsTo
+    {
+        return $this->belongsTo(CrmChannel::class, 'crm_channel_id');
+    }
+
+    public function mailSettings(): BelongsTo
+    {
+        return $this->belongsTo(BusinessMailSettings::class, 'mail_settings_id');
+    }
+
+    // Scopes
+
+    public function scopeActive($query)
+    {
+        return $query->where('is_active', true);
+    }
+
+    public function scopeForBusiness($query, int $businessId)
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeForEmail($query, string $email)
+    {
+        return $query->where('email', strtolower($email));
+    }
+
+    public function scopeForProvider($query, string $provider)
+    {
+        return $query->where('provider', $provider);
+    }
+
+    public function scopeForDepartment($query, string $department)
+    {
+        return $query->where('department', $department);
+    }
+
+    // Static Helpers
+
+    /**
+     * Find an email identity by email address.
+     */
+    public static function findByEmail(string $email): ?self
+    {
+        return self::active()
+            ->forEmail(strtolower($email))
+            ->first();
+    }
+
+    /**
+     * Get or create a CRM channel for this identity.
+     */
+    public function getOrCreateChannel(): CrmChannel
+    {
+        if ($this->crmChannel) {
+            return $this->crmChannel;
+        }
+
+        $channel = CrmChannel::updateOrCreate(
+            [
+                'business_id' => $this->business_id,
+                'type' => CrmChannel::TYPE_EMAIL,
+                'identifier' => $this->email,
+            ],
+            [
+                'name' => $this->department ? ucfirst($this->department).' Email' : 'Email',
+                'is_active' => true,
+                'can_send' => true,
+                'can_receive' => true,
+                'config' => [
+                    'identity_id' => $this->id,
+                    'provider' => $this->provider,
+                    'department' => $this->department,
+                ],
+            ]
+        );
+
+        $this->update(['crm_channel_id' => $channel->id]);
+
+        return $channel;
+    }
+
+    // Helpers
+
+    public function getProviderLabel(): string
+    {
+        return self::PROVIDERS[$this->provider] ?? ucfirst($this->provider);
+    }
+
+    public function getDepartmentLabel(): string
+    {
+        return self::DEPARTMENTS[$this->department] ?? ucfirst($this->department ?? 'General');
+    }
+
+    /**
+     * Check if this identity uses Postal mail server.
+     *
+     * Checks both the identity's own provider field and the linked mail settings.
+     */
+    public function isPostal(): bool
+    {
+        // Check identity's own provider
+        if ($this->provider === self::PROVIDER_POSTAL) {
+            return true;
+        }
+
+        // Check linked mail settings provider
+        if ($this->mailSettings && $this->mailSettings->isPostal()) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function recordReceived(): void
+    {
+        $this->update(['last_received_at' => now()]);
+    }
+
+    /**
+     * Get the webhook secret for signature verification.
+     */
+    public function getWebhookSecret(): ?string
+    {
+        return $this->config['webhook_secret'] ?? null;
+    }
+}

app/Models/BusinessMailSettings.php

@@ -39,6 +39,16 @@ class BusinessMailSettings extends Model
         self::DRIVER_RESEND => 'Resend',
     ];
 
+    // Mail server providers (distinct from driver/transport)
+    public const PROVIDER_GENERIC_SMTP = 'generic_smtp';
+
+    public const PROVIDER_POSTAL = 'postal';
+
+    public const PROVIDERS = [
+        self::PROVIDER_GENERIC_SMTP => 'Standard SMTP',
+        self::PROVIDER_POSTAL => 'Postal Server',
+    ];
+
     // Common encryption types
     public const ENCRYPTION_TLS = 'tls';
 
@@ -68,6 +78,8 @@ class BusinessMailSettings extends Model
     protected $fillable = [
         'business_id',
         'driver',
+        'provider',
+        'provider_config',
         'host',
         'port',
         'encryption',
@@ -87,6 +99,7 @@ class BusinessMailSettings extends Model
         'is_active' => 'boolean',
         'is_verified' => 'boolean',
         'last_tested_at' => 'datetime',
+        'provider_config' => 'array',
     ];
 
     protected $hidden = [
@@ -149,6 +162,7 @@ class BusinessMailSettings extends Model
             ['business_id' => $business->id],
             [
                 'driver' => self::DRIVER_SMTP,
+                'provider' => self::PROVIDER_GENERIC_SMTP,
                 'port' => self::PORT_SMTP_TLS,
                 'encryption' => self::ENCRYPTION_TLS,
                 'is_active' => false,
@@ -168,6 +182,30 @@ class BusinessMailSettings extends Model
         return self::DRIVERS[$this->driver] ?? $this->driver;
     }
 
+    /**
+     * Get the provider label.
+     */
+    public function getProviderLabel(): string
+    {
+        return self::PROVIDERS[$this->provider] ?? ucfirst($this->provider ?? 'SMTP');
+    }
+
+    /**
+     * Check if this settings uses Postal mail server.
+     */
+    public function isPostal(): bool
+    {
+        return $this->provider === self::PROVIDER_POSTAL;
+    }
+
+    /**
+     * Get a provider-specific config value.
+     */
+    public function getProviderConfig(string $key, mixed $default = null): mixed
+    {
+        return $this->provider_config[$key] ?? $default;
+    }
+
     /**
      * Check if settings are complete enough to attempt sending.
      */

app/Models/Cannaiq/ProductMetric.php

@@ -0,0 +1,157 @@
+<?php
+
+namespace App\Models\Cannaiq;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+/**
+ * CannaiQ Product Metrics Cache
+ *
+ * Stores cached snapshots of product-level intelligence from CannaiQ API.
+ * Includes pricing, velocity, stock status, and competitive positioning.
+ */
+class ProductMetric extends Model
+{
+    protected $table = 'cannaiq_product_metrics';
+
+    protected $fillable = [
+        'business_id',
+        'store_external_id',
+        'product_external_id',
+        'snapshot_date',
+        'raw_payload',
+    ];
+
+    protected $casts = [
+        'snapshot_date' => 'date',
+        'raw_payload' => 'array',
+    ];
+
+    // -------------------------------------------------------------------------
+    // Relationships
+    // -------------------------------------------------------------------------
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    // -------------------------------------------------------------------------
+    // Scopes
+    // -------------------------------------------------------------------------
+
+    public function scopeForBusiness($query, int $businessId)
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeForStore($query, string $storeExternalId)
+    {
+        return $query->where('store_external_id', $storeExternalId);
+    }
+
+    public function scopeForProduct($query, string $productExternalId)
+    {
+        return $query->where('product_external_id', $productExternalId);
+    }
+
+    public function scopeLatest($query)
+    {
+        return $query->orderByDesc('snapshot_date');
+    }
+
+    public function scopeInStock($query)
+    {
+        return $query->whereJsonContains('raw_payload->in_stock', true);
+    }
+
+    public function scopeOutOfStock($query)
+    {
+        return $query->whereJsonContains('raw_payload->in_stock', false);
+    }
+
+    // -------------------------------------------------------------------------
+    // Accessors
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get product name from payload
+     */
+    public function getProductNameAttribute(): ?string
+    {
+        return $this->raw_payload['name'] ?? null;
+    }
+
+    /**
+     * Get brand name from payload
+     */
+    public function getBrandNameAttribute(): ?string
+    {
+        return $this->raw_payload['brand_name'] ?? null;
+    }
+
+    /**
+     * Get current price from payload
+     */
+    public function getCurrentPriceAttribute(): ?float
+    {
+        return $this->raw_payload['price'] ?? null;
+    }
+
+    /**
+     * Get original/MSRP price from payload
+     */
+    public function getOriginalPriceAttribute(): ?float
+    {
+        return $this->raw_payload['original_price'] ?? null;
+    }
+
+    /**
+     * Check if product is on sale
+     */
+    public function getIsOnSaleAttribute(): bool
+    {
+        $current = $this->current_price;
+        $original = $this->original_price;
+
+        return $current && $original && $current < $original;
+    }
+
+    /**
+     * Get discount percentage
+     */
+    public function getDiscountPercentAttribute(): ?float
+    {
+        if (! $this->is_on_sale) {
+            return null;
+        }
+
+        return round((1 - ($this->current_price / $this->original_price)) * 100, 1);
+    }
+
+    /**
+     * Check if in stock
+     */
+    public function getInStockAttribute(): bool
+    {
+        return $this->raw_payload['in_stock'] ?? false;
+    }
+
+    /**
+     * Get THC percentage
+     */
+    public function getThcPercentAttribute(): ?float
+    {
+        return $this->raw_payload['thc_percent'] ?? null;
+    }
+
+    /**
+     * Get category
+     */
+    public function getCategoryAttribute(): ?string
+    {
+        return $this->raw_payload['category'] ?? null;
+    }
+}

app/Models/Cannaiq/StoreMetric.php

@@ -0,0 +1,94 @@
+<?php
+
+namespace App\Models\Cannaiq;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+/**
+ * CannaiQ Store Metrics Cache
+ *
+ * Stores cached snapshots of store-level intelligence from CannaiQ API.
+ * Data is refreshed periodically and used for dashboard displays.
+ */
+class StoreMetric extends Model
+{
+    use SoftDeletes;
+
+    protected $table = 'cannaiq_store_metrics';
+
+    protected $fillable = [
+        'business_id',
+        'store_external_id',
+        'snapshot_date',
+        'raw_payload',
+    ];
+
+    protected $casts = [
+        'snapshot_date' => 'date',
+        'raw_payload' => 'array',
+    ];
+
+    // -------------------------------------------------------------------------
+    // Relationships
+    // -------------------------------------------------------------------------
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    // -------------------------------------------------------------------------
+    // Scopes
+    // -------------------------------------------------------------------------
+
+    public function scopeForBusiness($query, int $businessId)
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeForStore($query, string $storeExternalId)
+    {
+        return $query->where('store_external_id', $storeExternalId);
+    }
+
+    public function scopeLatest($query)
+    {
+        return $query->orderByDesc('snapshot_date');
+    }
+
+    public function scopeRecent($query, int $days = 7)
+    {
+        return $query->where('snapshot_date', '>=', now()->subDays($days));
+    }
+
+    // -------------------------------------------------------------------------
+    // Accessors
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get store name from payload
+     */
+    public function getStoreNameAttribute(): ?string
+    {
+        return $this->raw_payload['name'] ?? null;
+    }
+
+    /**
+     * Get product count from payload
+     */
+    public function getProductCountAttribute(): ?int
+    {
+        return $this->raw_payload['product_count'] ?? null;
+    }
+
+    /**
+     * Get average price from payload
+     */
+    public function getAveragePriceAttribute(): ?float
+    {
+        return $this->raw_payload['average_price'] ?? null;
+    }
+}

app/Models/Crm/CrmChannel.php

@@ -46,6 +46,19 @@ class CrmChannel extends Model
         self::TYPE_MARKETPLACE => 'Marketplace',
     ];
 
+    // Department constants
+    public const DEPARTMENT_SALES = 'sales';
+
+    public const DEPARTMENT_SUPPORT = 'support';
+
+    public const DEPARTMENT_OTHER = 'other';
+
+    public const DEPARTMENTS = [
+        self::DEPARTMENT_SALES => 'Sales',
+        self::DEPARTMENT_SUPPORT => 'Support',
+        self::DEPARTMENT_OTHER => 'Other',
+    ];
+
     public const SYNC_STATUS_IDLE = 'idle';
 
     public const SYNC_STATUS_SYNCING = 'syncing';
@@ -56,6 +69,7 @@ class CrmChannel extends Model
         'business_id',
         'type',
         'name',
+        'department',
         'identifier',
         'config',
         'access_token',
@@ -192,6 +206,20 @@ class CrmChannel extends Model
         return self::TYPES[$this->type] ?? ucfirst($this->type);
     }
 
+    public function getDepartmentLabel(): string
+    {
+        return self::DEPARTMENTS[$this->department] ?? ucfirst($this->department ?? 'General');
+    }
+
+    public function scopeForDepartment($query, string|array $department)
+    {
+        if (is_array($department)) {
+            return $query->whereIn('department', $department);
+        }
+
+        return $query->where('department', $department);
+    }
+
     public function getIcon(): string
     {
         return match ($this->type) {

app/Models/Crm/CrmDeal.php

@@ -94,7 +94,7 @@ class CrmDeal extends Model
         'value' => 'decimal:2',
         'weighted_value' => 'decimal:2',
         'probability' => 'integer',
-        'ai_probability' => 'decimal:4',
+        'ai_probability' => 'integer',
         'ai_probability_factors' => 'array',
         'products_interested' => 'array',
         'custom_fields' => 'array',
@@ -229,7 +229,7 @@ class CrmDeal extends Model
     public function scopeAtRisk($query)
     {
         return $query->open()
-            ->where('ai_probability', '<', 0.3);
+            ->where('ai_probability', '<', 30);
     }
 
     // Helpers
@@ -396,6 +396,6 @@ class CrmDeal extends Model
 
     public function getAiProbabilityPercentage(): int
     {
-        return (int) (($this->ai_probability ?? 0) * 100);
+        return (int) ($this->ai_probability ?? 0);
     }
 }

app/Models/Crm/CrmLead.php

@@ -0,0 +1,125 @@
+<?php
+
+namespace App\Models\Crm;
+
+use App\Models\Business;
+use App\Models\User;
+use App\Traits\HasHashid;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+class CrmLead extends Model
+{
+    use HasFactory, HasHashid, SoftDeletes;
+
+    public const STATUSES = [
+        'new' => 'New',
+        'contacted' => 'Contacted',
+        'qualified' => 'Qualified',
+        'converted' => 'Converted',
+        'lost' => 'Lost',
+    ];
+
+    public const SOURCES = [
+        'website' => 'Website',
+        'referral' => 'Referral',
+        'trade_show' => 'Trade Show',
+        'cold_call' => 'Cold Call',
+        'social_media' => 'Social Media',
+        'email_campaign' => 'Email Campaign',
+        'other' => 'Other',
+    ];
+
+    protected $fillable = [
+        'hashid',
+        'seller_business_id',
+        'company_name',
+        'dba_name',
+        'license_number',
+        'contact_name',
+        'contact_email',
+        'contact_phone',
+        'contact_title',
+        'city',
+        'state',
+        'address',
+        'zip_code',
+        'source',
+        'status',
+        'notes',
+        'assigned_to',
+        'converted_to_business_id',
+        'converted_at',
+    ];
+
+    protected $casts = [
+        'converted_at' => 'datetime',
+    ];
+
+    // Relationships
+
+    public function sellerBusiness(): BelongsTo
+    {
+        return $this->belongsTo(Business::class, 'seller_business_id');
+    }
+
+    public function assignee(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'assigned_to');
+    }
+
+    public function convertedBusiness(): BelongsTo
+    {
+        return $this->belongsTo(Business::class, 'converted_to_business_id');
+    }
+
+    // Scopes
+
+    public function scopeForSeller($query, Business $business)
+    {
+        return $query->where('seller_business_id', $business->id);
+    }
+
+    public function scopeStatus($query, string $status)
+    {
+        return $query->where('status', $status);
+    }
+
+    public function scopeNotConverted($query)
+    {
+        return $query->whereNull('converted_at');
+    }
+
+    // Helpers
+
+    public function isConverted(): bool
+    {
+        return $this->converted_at !== null;
+    }
+
+    public function getStatusBadgeClass(): string
+    {
+        return match ($this->status) {
+            'new' => 'badge-info',
+            'contacted' => 'badge-warning',
+            'qualified' => 'badge-primary',
+            'converted' => 'badge-success',
+            'lost' => 'badge-ghost',
+            default => 'badge-ghost',
+        };
+    }
+
+    public function getFullAddress(): ?string
+    {
+        $parts = array_filter([
+            $this->address,
+            $this->city,
+            $this->state,
+            $this->zip_code,
+        ]);
+
+        return $parts ? implode(', ', $parts) : null;
+    }
+}

app/Models/Crm/CrmQuote.php

@@ -5,6 +5,7 @@ namespace App\Models\Crm;
 use App\Models\Activity;
 use App\Models\Business;
 use App\Models\Contact;
+use App\Models\Order;
 use App\Models\User;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -69,6 +70,9 @@ class CrmQuote extends Model
         'signed_by_email',
         'signature_ip',
         'signature_data',
+        'order_id',
+        'notes_customer',
+        'notes_internal',
     ];
 
     protected $casts = [
@@ -125,6 +129,11 @@ class CrmQuote extends Model
         return $this->hasOne(CrmInvoice::class, 'quote_id');
     }
 
+    public function order(): BelongsTo
+    {
+        return $this->belongsTo(Order::class);
+    }
+
     public function files(): HasMany
     {
         return $this->hasMany(CrmAccountFile::class, 'quote_id');
@@ -261,6 +270,45 @@ class CrmQuote extends Model
         return $this->valid_until && $this->valid_until->isPast();
     }
 
+    /**
+     * Check if quote is expired (accessor for Blade templates)
+     */
+    public function getIsExpiredAttribute(): bool
+    {
+        return $this->status === self::STATUS_EXPIRED || (
+            $this->status === self::STATUS_SENT &&
+            $this->valid_until && $this->valid_until->isPast()
+        );
+    }
+
+    /**
+     * Get amount already invoiced from this quote
+     */
+    public function getAmountInvoicedAttribute(): float
+    {
+        return $this->invoice ? (float) $this->invoice->total : 0;
+    }
+
+    /**
+     * Get remaining amount not yet invoiced
+     */
+    public function getAmountRemainingAttribute(): float
+    {
+        return (float) $this->total - $this->amount_invoiced;
+    }
+
+    /**
+     * Get total units across all quote items
+     */
+    public function getTotalUnitsAttribute(): int
+    {
+        return (int) $this->items->sum(function ($item) {
+            $unitsPerCase = $item->product?->units_per_case ?? 1;
+
+            return $item->quantity * $unitsPerCase;
+        });
+    }
+
     public function canBeEdited(): bool
     {
         return $this->status === self::STATUS_DRAFT;

app/Models/Crm/CrmQuoteItem.php

@@ -88,4 +88,69 @@ class CrmQuoteItem extends Model
     {
         return '$'.number_format($this->unit_price, 2);
     }
+
+    /**
+     * Get human-readable quantity display string
+     * e.g., "2 Cases (24 Units)" or "24 Units" if no case info
+     */
+    public function getQuantityDisplayAttribute(): string
+    {
+        $quantity = (int) $this->quantity;
+        $unitsPerCase = $this->product?->units_per_case;
+
+        if ($unitsPerCase && $unitsPerCase > 1) {
+            $totalUnits = $quantity * $unitsPerCase;
+
+            return sprintf(
+                '%d %s (%d Units)',
+                $quantity,
+                $quantity === 1 ? 'Case' : 'Cases',
+                $totalUnits
+            );
+        }
+
+        return sprintf('%d %s', $quantity, $quantity === 1 ? 'Unit' : 'Units');
+    }
+
+    /**
+     * Get total units for this item (accounting for units per case)
+     */
+    public function getTotalUnitsAttribute(): int
+    {
+        $unitsPerCase = $this->product?->units_per_case ?? 1;
+
+        return (int) ($this->quantity * $unitsPerCase);
+    }
+
+    /**
+     * Get product name from related product or description
+     */
+    public function getProductNameAttribute(): string
+    {
+        return $this->product?->name ?? $this->description ?? 'Unknown Product';
+    }
+
+    /**
+     * Get brand name from related product
+     */
+    public function getBrandNameAttribute(): ?string
+    {
+        return $this->product?->brand?->name;
+    }
+
+    /**
+     * Get SKU from related product
+     */
+    public function getSkuAttribute(): ?string
+    {
+        return $this->product?->sku;
+    }
+
+    /**
+     * Get product image URL
+     */
+    public function getProductImageUrlAttribute(): ?string
+    {
+        return $this->product?->getImageUrl('thumb');
+    }
 }

app/Models/Crm/CrmThread.php

@@ -3,6 +3,7 @@
 namespace App\Models\Crm;
 
 use App\Models\Activity;
+use App\Models\Brand;
 use App\Models\Business;
 use App\Models\Contact;
 use App\Models\Conversation;
@@ -50,6 +51,9 @@ class CrmThread extends Model
 
     protected $fillable = [
         'business_id',
+        'brand_id',
+        'channel_id',
+        'department',
         'contact_id',
         'account_id',
         'legacy_conversation_id',
@@ -99,6 +103,16 @@ class CrmThread extends Model
         return $this->belongsTo(Business::class);
     }
 
+    public function brand(): BelongsTo
+    {
+        return $this->belongsTo(Brand::class);
+    }
+
+    public function channel(): BelongsTo
+    {
+        return $this->belongsTo(CrmChannel::class, 'channel_id');
+    }
+
     public function contact(): BelongsTo
     {
         return $this->belongsTo(Contact::class);
@@ -206,6 +220,20 @@ class CrmThread extends Model
         return $query->where('priority', $priority);
     }
 
+    public function scopeForDepartment($query, string|array $department)
+    {
+        if (is_array($department)) {
+            return $query->whereIn('department', $department);
+        }
+
+        return $query->where('department', $department);
+    }
+
+    public function scopeForBrand($query, int $brandId)
+    {
+        return $query->where('brand_id', $brandId);
+    }
+
     public function scopeNeedingAttention($query)
     {
         return $query->open()

app/Models/Invoice.php

@@ -8,6 +8,7 @@ use App\Traits\BelongsToBusinessDirectly;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Database\Eloquent\SoftDeletes;
 
 class Invoice extends Model
@@ -64,6 +65,14 @@ class Invoice extends Model
         return $this->belongsTo(Business::class);
     }
 
+    /**
+     * Get payments for this invoice.
+     */
+    public function payments(): HasMany
+    {
+        return $this->hasMany(InvoicePayment::class);
+    }
+
     /**
      * Scope: Get unpaid invoices.
      */
@@ -107,6 +116,14 @@ class Invoice extends Model
             && $this->due_date->isPast();
     }
 
+    /**
+     * Get the is_overdue attribute.
+     */
+    public function getIsOverdueAttribute(): bool
+    {
+        return $this->isOverdue();
+    }
+
     /**
      * Check if invoice is paid.
      */
@@ -159,6 +176,24 @@ class Invoice extends Model
         return $this->markPaid($amount);
     }
 
+    /**
+     * Recalculate amounts after payment changes.
+     */
+    public function recalculateAmounts(): void
+    {
+        $totalPaid = $this->payments()->sum('amount');
+        $this->amount_paid = $totalPaid;
+        $this->amount_due = max(0, $this->total - $totalPaid);
+
+        if ($this->amount_due <= 0) {
+            $this->payment_status = 'paid';
+        } elseif ($this->amount_paid > 0) {
+            $this->payment_status = 'partially_paid';
+        }
+
+        $this->save();
+    }
+
     /**
      * Get the payment status badge color.
      */
@@ -172,4 +207,23 @@ class Invoice extends Model
             default => 'gray',
         };
     }
+
+    /**
+     * Get the payment terms label.
+     */
+    public function getPaymentTermsLabelAttribute(): ?string
+    {
+        if (! $this->order) {
+            return null;
+        }
+
+        return match ($this->order->payment_terms) {
+            'cod' => 'Cash on Delivery',
+            'net_15' => 'Net 15',
+            'net_30' => 'Net 30',
+            'net_60' => 'Net 60',
+            'net_90' => 'Net 90',
+            default => ucfirst(str_replace('_', ' ', $this->order->payment_terms ?? '')),
+        };
+    }
 }

app/Models/InvoicePayment.php

@@ -0,0 +1,91 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+/**
+ * Invoice Payment - Payment record for an invoice
+ *
+ * Tracks individual payments against invoices, supporting
+ * partial payments and multiple payment methods.
+ */
+class InvoicePayment extends Model
+{
+    public const METHOD_CASH = 'cash';
+
+    public const METHOD_CHECK = 'check';
+
+    public const METHOD_CREDIT_CARD = 'credit_card';
+
+    public const METHOD_BANK_TRANSFER = 'bank_transfer';
+
+    public const METHOD_ACH = 'ach';
+
+    public const METHOD_WIRE = 'wire';
+
+    public const METHOD_OTHER = 'other';
+
+    public const METHODS = [
+        self::METHOD_CASH => 'Cash',
+        self::METHOD_CHECK => 'Check',
+        self::METHOD_CREDIT_CARD => 'Credit Card',
+        self::METHOD_BANK_TRANSFER => 'Bank Transfer',
+        self::METHOD_ACH => 'ACH',
+        self::METHOD_WIRE => 'Wire Transfer',
+        self::METHOD_OTHER => 'Other',
+    ];
+
+    protected $fillable = [
+        'invoice_id',
+        'amount',
+        'payment_method',
+        'payment_date',
+        'reference',
+        'notes',
+        'recorded_by',
+    ];
+
+    protected $casts = [
+        'amount' => 'decimal:2',
+        'payment_date' => 'date',
+    ];
+
+    protected static function booted(): void
+    {
+        static::created(function (InvoicePayment $payment) {
+            $payment->invoice->recalculateAmounts();
+        });
+
+        static::deleted(function (InvoicePayment $payment) {
+            $payment->invoice->recalculateAmounts();
+        });
+    }
+
+    // Relationships
+
+    public function invoice(): BelongsTo
+    {
+        return $this->belongsTo(Invoice::class);
+    }
+
+    public function recordedByUser(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'recorded_by');
+    }
+
+    // Helpers
+
+    public function getMethodLabel(): string
+    {
+        return self::METHODS[$this->payment_method] ?? ucfirst(str_replace('_', ' ', $this->payment_method));
+    }
+
+    public function getFormattedAmount(): string
+    {
+        return '$'.number_format((float) $this->amount, 2);
+    }
+}

app/Models/Marketing/MarketingAutomation.php

@@ -0,0 +1,312 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Carbon\Carbon;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+class MarketingAutomation extends Model
+{
+    // Trigger types
+    public const TRIGGER_SCHEDULED_CANNAIQ_CHECK = 'scheduled_cannaiq_check';
+
+    public const TRIGGER_SCHEDULED_STORE_CHECK = 'scheduled_store_check';
+
+    public const TRIGGER_MANUAL_TEST = 'manual_test';
+
+    public const TRIGGER_TYPES = [
+        self::TRIGGER_SCHEDULED_CANNAIQ_CHECK => 'Scheduled CannaiQ Check',
+        self::TRIGGER_SCHEDULED_STORE_CHECK => 'Scheduled Store Check',
+        self::TRIGGER_MANUAL_TEST => 'Manual Test',
+    ];
+
+    // Condition types
+    public const CONDITION_COMPETITOR_OUT_OF_STOCK = 'competitor_out_of_stock_and_we_have_inventory';
+
+    public const CONDITION_SLOW_MOVER_CLEARANCE = 'slow_mover_clearance';
+
+    public const CONDITION_NEW_STORE_LAUNCH = 'new_store_launch';
+
+    public const CONDITION_CATEGORY_MOMENTUM = 'category_momentum_shift';
+
+    public const CONDITION_BRAND_RANK_DROP = 'brand_rank_drop';
+
+    public const CONDITION_TYPES = [
+        self::CONDITION_COMPETITOR_OUT_OF_STOCK => 'Competitor Out of Stock (We Have Inventory)',
+        self::CONDITION_SLOW_MOVER_CLEARANCE => 'Slow Mover Clearance',
+        self::CONDITION_NEW_STORE_LAUNCH => 'New Store Launch',
+        self::CONDITION_CATEGORY_MOMENTUM => 'Category Momentum Shift',
+        self::CONDITION_BRAND_RANK_DROP => 'Brand Rank Drop',
+    ];
+
+    // Scope types
+    public const SCOPE_INTERNAL = 'internal';
+
+    public const SCOPE_PORTAL = 'portal';
+
+    public const SCOPES = [
+        self::SCOPE_INTERNAL => 'Internal Only',
+        self::SCOPE_PORTAL => 'Portal Visible',
+    ];
+
+    // Frequency options
+    public const FREQUENCY_HOURLY = 'hourly';
+
+    public const FREQUENCY_DAILY = 'daily';
+
+    public const FREQUENCY_WEEKLY = 'weekly';
+
+    public const FREQUENCIES = [
+        self::FREQUENCY_HOURLY => 'Hourly',
+        self::FREQUENCY_DAILY => 'Daily',
+        self::FREQUENCY_WEEKLY => 'Weekly',
+    ];
+
+    // Promo types for actions
+    public const PROMO_TYPES = [
+        'bogo' => 'BOGO (Buy One Get One)',
+        'percent_off' => 'Percent Off',
+        'set_price' => 'Set Price',
+        'bundle' => 'Bundle Deal',
+        'flash_sale' => 'Flash Sale',
+        'clearance' => 'Clearance',
+        'launch_special' => 'Launch Special',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'name',
+        'description',
+        'is_active',
+        'scope',
+        'trigger_type',
+        'trigger_config',
+        'condition_config',
+        'action_config',
+        'last_run_at',
+        'last_status',
+        'meta',
+    ];
+
+    protected $casts = [
+        'is_active' => 'boolean',
+        'trigger_config' => 'array',
+        'condition_config' => 'array',
+        'action_config' => 'array',
+        'meta' => 'array',
+        'last_run_at' => 'datetime',
+    ];
+
+    // Relationships
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function runs(): HasMany
+    {
+        return $this->hasMany(MarketingAutomationRun::class);
+    }
+
+    public function latestRun(): HasMany
+    {
+        return $this->runs()->latest('started_at')->limit(1);
+    }
+
+    // Accessors
+
+    public function getTriggerTypeLabelAttribute(): string
+    {
+        return self::TRIGGER_TYPES[$this->trigger_type] ?? $this->trigger_type;
+    }
+
+    public function getConditionTypeLabelAttribute(): string
+    {
+        $type = $this->condition_config['type'] ?? 'unknown';
+
+        return self::CONDITION_TYPES[$type] ?? $type;
+    }
+
+    public function getScopeLabelAttribute(): string
+    {
+        return self::SCOPES[$this->scope] ?? $this->scope;
+    }
+
+    public function getFrequencyAttribute(): string
+    {
+        return $this->trigger_config['frequency'] ?? self::FREQUENCY_DAILY;
+    }
+
+    public function getFrequencyLabelAttribute(): string
+    {
+        $frequency = $this->frequency;
+
+        return self::FREQUENCIES[$frequency] ?? $frequency;
+    }
+
+    public function getStatusColorAttribute(): string
+    {
+        return match ($this->last_status) {
+            'success' => 'success',
+            'partial' => 'warning',
+            'error', 'failed' => 'error',
+            'skipped' => 'ghost',
+            default => 'ghost',
+        };
+    }
+
+    // Methods
+
+    /**
+     * Check if the automation is due to run based on its schedule.
+     */
+    public function isDue(): bool
+    {
+        if (! $this->is_active) {
+            return false;
+        }
+
+        if ($this->trigger_type === self::TRIGGER_MANUAL_TEST) {
+            return false; // Manual automations are never auto-triggered
+        }
+
+        $frequency = $this->trigger_config['frequency'] ?? self::FREQUENCY_DAILY;
+        $timeOfDay = $this->trigger_config['time_of_day'] ?? '09:00';
+        $minuteOffset = $this->trigger_config['minute_offset'] ?? 0;
+
+        $now = Carbon::now();
+
+        // If never run, it's due (assuming time matches for daily/weekly)
+        if (! $this->last_run_at) {
+            return $this->timeMatchesSchedule($now, $frequency, $timeOfDay, $minuteOffset);
+        }
+
+        return match ($frequency) {
+            self::FREQUENCY_HOURLY => $this->last_run_at->diffInMinutes($now) >= 60 - 5, // 5-min buffer
+            self::FREQUENCY_DAILY => $this->last_run_at->diffInHours($now) >= 23 && $this->timeMatchesSchedule($now, $frequency, $timeOfDay, $minuteOffset),
+            self::FREQUENCY_WEEKLY => $this->last_run_at->diffInDays($now) >= 6 && $this->timeMatchesSchedule($now, $frequency, $timeOfDay, $minuteOffset),
+            default => false,
+        };
+    }
+
+    /**
+     * Check if current time matches the scheduled time.
+     */
+    protected function timeMatchesSchedule(Carbon $now, string $frequency, string $timeOfDay, int $minuteOffset): bool
+    {
+        if ($frequency === self::FREQUENCY_HOURLY) {
+            return $now->minute >= $minuteOffset && $now->minute < $minuteOffset + 10;
+        }
+
+        // Parse time of day (HH:MM format)
+        [$hour, $minute] = array_map('intval', explode(':', $timeOfDay));
+
+        // Allow a 30-minute window after scheduled time
+        $scheduledMinutes = $hour * 60 + $minute;
+        $currentMinutes = $now->hour * 60 + $now->minute;
+
+        return $currentMinutes >= $scheduledMinutes && $currentMinutes < $scheduledMinutes + 30;
+    }
+
+    /**
+     * Get automation type preset info for the UI.
+     */
+    public static function getTypePresets(): array
+    {
+        return [
+            'competitor_flash_sale' => [
+                'name' => 'Competitor Out of Stock → Flash Sale',
+                'description' => 'When competitors are out of stock in your category and you have inventory, automatically create a flash promo and SMS campaign.',
+                'trigger_type' => self::TRIGGER_SCHEDULED_CANNAIQ_CHECK,
+                'condition_type' => self::CONDITION_COMPETITOR_OUT_OF_STOCK,
+                'default_trigger_config' => [
+                    'frequency' => self::FREQUENCY_HOURLY,
+                    'minute_offset' => 5,
+                    'store_scope' => 'all',
+                ],
+                'default_condition_config' => [
+                    'type' => self::CONDITION_COMPETITOR_OUT_OF_STOCK,
+                    'category' => null,
+                    'min_inventory_units' => 30,
+                    'min_price_advantage' => 0.1,
+                ],
+                'default_action_config' => [
+                    'create_promo' => [
+                        'promo_type' => 'flash_bogo',
+                        'duration_hours' => 24,
+                    ],
+                    'create_campaign' => [
+                        'channels' => ['sms'],
+                        'list_type' => 'consumers',
+                        'send_mode' => 'immediate',
+                        'subject_template' => 'Flash Deal: {product_name} Today Only',
+                        'sms_body_template' => '🔥 Flash deal today at {store_name}: {promo_text}',
+                    ],
+                ],
+            ],
+            'slow_mover_clearance' => [
+                'name' => 'Slow Movers → Clearance Email',
+                'description' => 'For slow-moving inventory, automatically create clearance promos and email campaigns to deal-seekers.',
+                'trigger_type' => self::TRIGGER_SCHEDULED_CANNAIQ_CHECK,
+                'condition_type' => self::CONDITION_SLOW_MOVER_CLEARANCE,
+                'default_trigger_config' => [
+                    'frequency' => self::FREQUENCY_DAILY,
+                    'time_of_day' => '09:00',
+                ],
+                'default_condition_config' => [
+                    'type' => self::CONDITION_SLOW_MOVER_CLEARANCE,
+                    'velocity_30d_threshold' => 5,
+                    'min_inventory_units' => 50,
+                    'min_days_in_stock' => 30,
+                ],
+                'default_action_config' => [
+                    'create_promo' => [
+                        'promo_type' => 'clearance',
+                        'duration_hours' => 168, // 7 days
+                        'discount_percent' => 20,
+                    ],
+                    'create_campaign' => [
+                        'channels' => ['email'],
+                        'list_type' => 'consumers',
+                        'list_tags' => ['deal_seeker', 'loyal'],
+                        'send_mode' => 'immediate',
+                        'subject_template' => 'Clearance Alert: Save on {product_name}',
+                        'email_body_template' => 'Great deals on premium products. {promo_text}',
+                    ],
+                ],
+            ],
+            'new_store_launch' => [
+                'name' => 'New Store Launch → Welcome Blast',
+                'description' => 'When your brand appears at a new store in CannaiQ, automatically send a welcome campaign.',
+                'trigger_type' => self::TRIGGER_SCHEDULED_STORE_CHECK,
+                'condition_type' => self::CONDITION_NEW_STORE_LAUNCH,
+                'default_trigger_config' => [
+                    'frequency' => self::FREQUENCY_DAILY,
+                    'time_of_day' => '10:00',
+                ],
+                'default_condition_config' => [
+                    'type' => self::CONDITION_NEW_STORE_LAUNCH,
+                    'first_appearance_window_days' => 7,
+                ],
+                'default_action_config' => [
+                    'create_promo' => [
+                        'promo_type' => 'launch_special',
+                        'duration_hours' => 168, // 7 days
+                    ],
+                    'create_campaign' => [
+                        'channels' => ['email', 'sms'],
+                        'list_type' => 'consumers',
+                        'send_mode' => 'immediate',
+                        'subject_template' => 'Now Available: {brand_name} at {store_name}',
+                        'sms_body_template' => '🎉 {brand_name} is now at {store_name}! {promo_text}',
+                        'email_body_template' => 'Exciting news! {brand_name} products are now available at {store_name}.',
+                    ],
+                ],
+            ],
+        ];
+    }
+}

app/Models/Marketing/MarketingAutomationRun.php

@@ -0,0 +1,169 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class MarketingAutomationRun extends Model
+{
+    public const STATUS_RUNNING = 'running';
+
+    public const STATUS_SUCCESS = 'success';
+
+    public const STATUS_PARTIAL = 'partial';
+
+    public const STATUS_FAILED = 'failed';
+
+    public const STATUS_SKIPPED = 'skipped';
+
+    public const STATUSES = [
+        self::STATUS_RUNNING => 'Running',
+        self::STATUS_SUCCESS => 'Success',
+        self::STATUS_PARTIAL => 'Partial',
+        self::STATUS_FAILED => 'Failed',
+        self::STATUS_SKIPPED => 'Skipped',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'marketing_automation_id',
+        'started_at',
+        'finished_at',
+        'status',
+        'summary',
+        'details',
+    ];
+
+    protected $casts = [
+        'started_at' => 'datetime',
+        'finished_at' => 'datetime',
+        'details' => 'array',
+    ];
+
+    // Relationships
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function automation(): BelongsTo
+    {
+        return $this->belongsTo(MarketingAutomation::class, 'marketing_automation_id');
+    }
+
+    // Accessors
+
+    public function getStatusLabelAttribute(): string
+    {
+        return self::STATUSES[$this->status] ?? $this->status;
+    }
+
+    public function getStatusColorAttribute(): string
+    {
+        return match ($this->status) {
+            self::STATUS_RUNNING => 'info',
+            self::STATUS_SUCCESS => 'success',
+            self::STATUS_PARTIAL => 'warning',
+            self::STATUS_FAILED => 'error',
+            self::STATUS_SKIPPED => 'ghost',
+            default => 'ghost',
+        };
+    }
+
+    public function getDurationAttribute(): ?string
+    {
+        if (! $this->started_at) {
+            return null;
+        }
+
+        $end = $this->finished_at ?? now();
+        $seconds = $this->started_at->diffInSeconds($end);
+
+        if ($seconds < 60) {
+            return "{$seconds}s";
+        }
+
+        $minutes = floor($seconds / 60);
+        $remainingSeconds = $seconds % 60;
+
+        return "{$minutes}m {$remainingSeconds}s";
+    }
+
+    // Methods
+
+    /**
+     * Mark the run as started.
+     */
+    public static function start(MarketingAutomation $automation): self
+    {
+        return self::create([
+            'business_id' => $automation->business_id,
+            'marketing_automation_id' => $automation->id,
+            'started_at' => now(),
+            'status' => self::STATUS_RUNNING,
+            'details' => [],
+        ]);
+    }
+
+    /**
+     * Mark the run as finished with success.
+     */
+    public function succeed(string $summary, array $details = []): self
+    {
+        return $this->finish(self::STATUS_SUCCESS, $summary, $details);
+    }
+
+    /**
+     * Mark the run as finished with partial success.
+     */
+    public function partial(string $summary, array $details = []): self
+    {
+        return $this->finish(self::STATUS_PARTIAL, $summary, $details);
+    }
+
+    /**
+     * Mark the run as failed.
+     */
+    public function fail(string $summary, array $details = []): self
+    {
+        return $this->finish(self::STATUS_FAILED, $summary, $details);
+    }
+
+    /**
+     * Mark the run as skipped (conditions not met).
+     */
+    public function skip(string $summary, array $details = []): self
+    {
+        return $this->finish(self::STATUS_SKIPPED, $summary, $details);
+    }
+
+    /**
+     * Finish the run with the given status.
+     */
+    protected function finish(string $status, string $summary, array $details = []): self
+    {
+        $this->update([
+            'finished_at' => now(),
+            'status' => $status,
+            'summary' => $summary,
+            'details' => array_merge($this->details ?? [], $details),
+        ]);
+
+        return $this;
+    }
+
+    /**
+     * Add details to the run.
+     */
+    public function addDetails(array $details): self
+    {
+        $this->update([
+            'details' => array_merge($this->details ?? [], $details),
+        ]);
+
+        return $this;
+    }
+}

app/Models/Marketing/MarketingCampaign.php

@@ -0,0 +1,340 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+/**
+ * MarketingCampaign - Email or SMS marketing campaign.
+ *
+ * Targets a MarketingList and tracks send status and metrics.
+ */
+class MarketingCampaign extends Model
+{
+    use HasFactory;
+
+    public const CHANNEL_EMAIL = 'email';
+
+    public const CHANNEL_SMS = 'sms';
+
+    public const CHANNEL_MULTI = 'multi';
+
+    public const CHANNELS = [
+        self::CHANNEL_EMAIL => 'Email',
+        self::CHANNEL_SMS => 'SMS',
+        self::CHANNEL_MULTI => 'Email & SMS',
+    ];
+
+    public const STATUS_DRAFT = 'draft';
+
+    public const STATUS_SCHEDULED = 'scheduled';
+
+    public const STATUS_SENDING = 'sending';
+
+    public const STATUS_SENT = 'sent';
+
+    public const STATUS_CANCELLED = 'cancelled';
+
+    public const STATUSES = [
+        self::STATUS_DRAFT => 'Draft',
+        self::STATUS_SCHEDULED => 'Scheduled',
+        self::STATUS_SENDING => 'Sending',
+        self::STATUS_SENT => 'Sent',
+        self::STATUS_CANCELLED => 'Cancelled',
+    ];
+
+    public const SOURCE_MANUAL = 'manual';
+
+    public const SOURCE_PROMO = 'promo';
+
+    public const SOURCE_AUTOMATION = 'automation';
+
+    public const SOURCES = [
+        self::SOURCE_MANUAL => 'Manual',
+        self::SOURCE_PROMO => 'Promo Builder',
+        self::SOURCE_AUTOMATION => 'Automation',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'name',
+        'channel',
+        'status',
+        'marketing_list_id',
+        'marketing_template_id',
+        'subject',
+        'email_preview_text',
+        'sms_body',
+        'email_body_html',
+        'from_name',
+        'from_email',
+        'send_at',
+        'sent_at',
+        'metrics',
+        'source_type',
+        'source_id',
+    ];
+
+    protected $casts = [
+        'send_at' => 'datetime',
+        'sent_at' => 'datetime',
+        'metrics' => 'array',
+    ];
+
+    // ─────────────────────────────────────────────────────────────
+    // Relationships
+    // ─────────────────────────────────────────────────────────────
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function list(): BelongsTo
+    {
+        return $this->belongsTo(MarketingList::class, 'marketing_list_id');
+    }
+
+    public function template(): BelongsTo
+    {
+        return $this->belongsTo(MarketingTemplate::class, 'marketing_template_id');
+    }
+
+    public function messageLogs(): HasMany
+    {
+        return $this->hasMany(MarketingMessageLog::class);
+    }
+
+    public function promo(): ?BelongsTo
+    {
+        if ($this->source_type !== self::SOURCE_PROMO) {
+            return null;
+        }
+
+        return $this->belongsTo(MarketingPromo::class, 'source_id');
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Scopes
+    // ─────────────────────────────────────────────────────────────
+
+    public function scopeForBusiness(Builder $query, int $businessId): Builder
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeDraft(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_DRAFT);
+    }
+
+    public function scopeScheduled(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_SCHEDULED);
+    }
+
+    public function scopeSending(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_SENDING);
+    }
+
+    public function scopeSent(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_SENT);
+    }
+
+    public function scopeReadyToSend(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_SCHEDULED)
+            ->where('send_at', '<=', now());
+    }
+
+    public function scopeChannel(Builder $query, string $channel): Builder
+    {
+        return $query->where('channel', $channel);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Accessors
+    // ─────────────────────────────────────────────────────────────
+
+    public function getChannelLabel(): string
+    {
+        return self::CHANNELS[$this->channel] ?? $this->channel;
+    }
+
+    public function getStatusLabel(): string
+    {
+        return self::STATUSES[$this->status] ?? $this->status;
+    }
+
+    public function getSourceLabel(): string
+    {
+        return self::SOURCES[$this->source_type] ?? $this->source_type;
+    }
+
+    public function getRecipientCountAttribute(): int
+    {
+        if (! $this->list) {
+            return 0;
+        }
+
+        if ($this->channel === self::CHANNEL_EMAIL) {
+            return $this->list->email_subscriber_count;
+        }
+
+        if ($this->channel === self::CHANNEL_SMS) {
+            return $this->list->sms_subscriber_count;
+        }
+
+        return $this->list->contact_count;
+    }
+
+    public function getSentCountAttribute(): int
+    {
+        return $this->messageLogs()->where('status', 'sent')->count();
+    }
+
+    public function getFailedCountAttribute(): int
+    {
+        return $this->messageLogs()->where('status', 'failed')->count();
+    }
+
+    public function getOpenedCountAttribute(): int
+    {
+        return $this->messageLogs()->whereNotNull('opened_at')->count();
+    }
+
+    public function getClickedCountAttribute(): int
+    {
+        return $this->messageLogs()->whereNotNull('clicked_at')->count();
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Status Helpers
+    // ─────────────────────────────────────────────────────────────
+
+    public function isDraft(): bool
+    {
+        return $this->status === self::STATUS_DRAFT;
+    }
+
+    public function isScheduled(): bool
+    {
+        return $this->status === self::STATUS_SCHEDULED;
+    }
+
+    public function isSending(): bool
+    {
+        return $this->status === self::STATUS_SENDING;
+    }
+
+    public function isSent(): bool
+    {
+        return $this->status === self::STATUS_SENT;
+    }
+
+    public function isCancelled(): bool
+    {
+        return $this->status === self::STATUS_CANCELLED;
+    }
+
+    public function canEdit(): bool
+    {
+        return in_array($this->status, [self::STATUS_DRAFT, self::STATUS_SCHEDULED]);
+    }
+
+    public function canSend(): bool
+    {
+        return $this->status === self::STATUS_DRAFT && $this->marketing_list_id;
+    }
+
+    public function canSchedule(): bool
+    {
+        return $this->status === self::STATUS_DRAFT && $this->marketing_list_id;
+    }
+
+    public function canCancel(): bool
+    {
+        return in_array($this->status, [self::STATUS_DRAFT, self::STATUS_SCHEDULED]);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Actions
+    // ─────────────────────────────────────────────────────────────
+
+    public function schedule(\DateTimeInterface $sendAt): void
+    {
+        $this->update([
+            'status' => self::STATUS_SCHEDULED,
+            'send_at' => $sendAt,
+        ]);
+    }
+
+    public function markSending(): void
+    {
+        $this->update(['status' => self::STATUS_SENDING]);
+    }
+
+    public function markSent(): void
+    {
+        $this->update([
+            'status' => self::STATUS_SENT,
+            'sent_at' => now(),
+        ]);
+    }
+
+    public function cancel(): void
+    {
+        $this->update(['status' => self::STATUS_CANCELLED]);
+    }
+
+    public function updateMetrics(): void
+    {
+        $this->update([
+            'metrics' => [
+                'total' => $this->messageLogs()->count(),
+                'sent' => $this->sent_count,
+                'failed' => $this->failed_count,
+                'opened' => $this->opened_count,
+                'clicked' => $this->clicked_count,
+                'updated_at' => now()->toIso8601String(),
+            ],
+        ]);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Content Helpers
+    // ─────────────────────────────────────────────────────────────
+
+    public function hasEmailContent(): bool
+    {
+        return ! empty($this->subject) && ! empty($this->email_body_html);
+    }
+
+    public function hasSmsContent(): bool
+    {
+        return ! empty($this->sms_body);
+    }
+
+    public function getSmsCharacterCount(): int
+    {
+        return strlen($this->sms_body ?? '');
+    }
+
+    public function getSmsSegmentCount(): int
+    {
+        $length = $this->getSmsCharacterCount();
+
+        if ($length <= 160) {
+            return 1;
+        }
+
+        return (int) ceil($length / 153);
+    }
+}

app/Models/Marketing/MarketingContact.php

@@ -0,0 +1,205 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\BelongsToMany;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+/**
+ * MarketingContact - Marketing-specific contact for campaigns.
+ *
+ * Supports B2B (buyers), B2C (consumers), and internal contacts.
+ * Can optionally link to existing Contact, Business, or CrmLead records.
+ */
+class MarketingContact extends Model
+{
+    use HasFactory;
+    use SoftDeletes;
+
+    public const TYPE_BUYER = 'buyer';
+
+    public const TYPE_CONSUMER = 'consumer';
+
+    public const TYPE_INTERNAL = 'internal';
+
+    public const TYPES = [
+        self::TYPE_BUYER => 'Buyer',
+        self::TYPE_CONSUMER => 'Consumer',
+        self::TYPE_INTERNAL => 'Internal',
+    ];
+
+    public const SOURCE_MANUAL = 'manual';
+
+    public const SOURCE_IMPORT = 'import';
+
+    public const SOURCE_SYNCED = 'synced';
+
+    public const SOURCE_API = 'api';
+
+    public const SOURCES = [
+        self::SOURCE_MANUAL => 'Manual Entry',
+        self::SOURCE_IMPORT => 'CSV Import',
+        self::SOURCE_SYNCED => 'Synced from CRM',
+        self::SOURCE_API => 'API',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'type',
+        'email',
+        'phone',
+        'first_name',
+        'last_name',
+        'tags',
+        'source',
+        'related_type',
+        'related_id',
+        'is_subscribed_email',
+        'is_subscribed_sms',
+        'meta',
+    ];
+
+    protected $casts = [
+        'tags' => 'array',
+        'meta' => 'array',
+        'is_subscribed_email' => 'boolean',
+        'is_subscribed_sms' => 'boolean',
+    ];
+
+    // ─────────────────────────────────────────────────────────────
+    // Relationships
+    // ─────────────────────────────────────────────────────────────
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function related(): MorphTo
+    {
+        return $this->morphTo();
+    }
+
+    public function lists(): BelongsToMany
+    {
+        return $this->belongsToMany(
+            MarketingList::class,
+            'marketing_list_contact',
+            'marketing_contact_id',
+            'marketing_list_id'
+        )->withTimestamps();
+    }
+
+    public function messageLogs(): HasMany
+    {
+        return $this->hasMany(MarketingMessageLog::class);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Scopes
+    // ─────────────────────────────────────────────────────────────
+
+    public function scopeForBusiness(Builder $query, int $businessId): Builder
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeOfType(Builder $query, string $type): Builder
+    {
+        return $query->where('type', $type);
+    }
+
+    public function scopeBuyers(Builder $query): Builder
+    {
+        return $query->where('type', self::TYPE_BUYER);
+    }
+
+    public function scopeConsumers(Builder $query): Builder
+    {
+        return $query->where('type', self::TYPE_CONSUMER);
+    }
+
+    public function scopeSubscribedEmail(Builder $query): Builder
+    {
+        return $query->where('is_subscribed_email', true)->whereNotNull('email');
+    }
+
+    public function scopeSubscribedSms(Builder $query): Builder
+    {
+        return $query->where('is_subscribed_sms', true)->whereNotNull('phone');
+    }
+
+    public function scopeWithTag(Builder $query, string $tag): Builder
+    {
+        return $query->whereJsonContains('tags', $tag);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Accessors
+    // ─────────────────────────────────────────────────────────────
+
+    public function getFullNameAttribute(): string
+    {
+        return trim("{$this->first_name} {$this->last_name}") ?: $this->email ?: $this->phone ?: 'Unknown';
+    }
+
+    public function getDisplayNameAttribute(): string
+    {
+        if ($this->first_name || $this->last_name) {
+            return $this->full_name;
+        }
+
+        return $this->email ?: $this->phone ?: 'Contact #'.$this->id;
+    }
+
+    public function getTypeLabel(): string
+    {
+        return self::TYPES[$this->type] ?? $this->type;
+    }
+
+    public function getSourceLabel(): string
+    {
+        return self::SOURCES[$this->source] ?? $this->source;
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Helpers
+    // ─────────────────────────────────────────────────────────────
+
+    public function canReceiveEmail(): bool
+    {
+        return $this->is_subscribed_email && ! empty($this->email);
+    }
+
+    public function canReceiveSms(): bool
+    {
+        return $this->is_subscribed_sms && ! empty($this->phone);
+    }
+
+    public function addTag(string $tag): void
+    {
+        $tags = $this->tags ?? [];
+        if (! in_array($tag, $tags)) {
+            $tags[] = $tag;
+            $this->update(['tags' => $tags]);
+        }
+    }
+
+    public function removeTag(string $tag): void
+    {
+        $tags = $this->tags ?? [];
+        $this->update(['tags' => array_values(array_diff($tags, [$tag]))]);
+    }
+
+    public function hasTag(string $tag): bool
+    {
+        return in_array($tag, $this->tags ?? []);
+    }
+}

app/Models/Marketing/MarketingList.php

@@ -0,0 +1,218 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\BelongsToMany;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+/**
+ * MarketingList - Collection of marketing contacts for campaigns.
+ *
+ * Supports static lists (manually curated) and smart lists (filter-based).
+ */
+class MarketingList extends Model
+{
+    use HasFactory;
+
+    public const TYPE_STATIC = 'static';
+
+    public const TYPE_SMART = 'smart';
+
+    public const TYPES = [
+        self::TYPE_STATIC => 'Static List',
+        self::TYPE_SMART => 'Smart List',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'name',
+        'description',
+        'type',
+        'filters',
+    ];
+
+    protected $casts = [
+        'filters' => 'array',
+    ];
+
+    // ─────────────────────────────────────────────────────────────
+    // Relationships
+    // ─────────────────────────────────────────────────────────────
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function contacts(): BelongsToMany
+    {
+        return $this->belongsToMany(
+            MarketingContact::class,
+            'marketing_list_contact',
+            'marketing_list_id',
+            'marketing_contact_id'
+        )->withTimestamps();
+    }
+
+    public function campaigns(): HasMany
+    {
+        return $this->hasMany(MarketingCampaign::class);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Scopes
+    // ─────────────────────────────────────────────────────────────
+
+    public function scopeForBusiness(Builder $query, int $businessId): Builder
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeStatic(Builder $query): Builder
+    {
+        return $query->where('type', self::TYPE_STATIC);
+    }
+
+    public function scopeSmart(Builder $query): Builder
+    {
+        return $query->where('type', self::TYPE_SMART);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Accessors
+    // ─────────────────────────────────────────────────────────────
+
+    public function getTypeLabel(): string
+    {
+        return self::TYPES[$this->type] ?? $this->type;
+    }
+
+    public function getContactCountAttribute(): int
+    {
+        if ($this->type === self::TYPE_SMART) {
+            return $this->getSmartListContacts()->count();
+        }
+
+        return $this->contacts()->count();
+    }
+
+    public function getEmailSubscriberCountAttribute(): int
+    {
+        return $this->getEligibleContacts('email')->count();
+    }
+
+    public function getSmsSubscriberCountAttribute(): int
+    {
+        return $this->getEligibleContacts('sms')->count();
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // List Contacts
+    // ─────────────────────────────────────────────────────────────
+
+    /**
+     * Get contacts for this list (handles both static and smart lists).
+     */
+    public function getContacts(): Builder
+    {
+        if ($this->type === self::TYPE_SMART) {
+            return $this->getSmartListContacts();
+        }
+
+        return MarketingContact::whereHas('lists', fn ($q) => $q->where('marketing_lists.id', $this->id));
+    }
+
+    /**
+     * Get contacts eligible for a specific channel.
+     */
+    public function getEligibleContacts(string $channel): Builder
+    {
+        $query = $this->getContacts();
+
+        if ($channel === 'email') {
+            return $query->subscribedEmail();
+        }
+
+        if ($channel === 'sms') {
+            return $query->subscribedSms();
+        }
+
+        return $query;
+    }
+
+    /**
+     * Build smart list query from filters.
+     */
+    protected function getSmartListContacts(): Builder
+    {
+        $query = MarketingContact::forBusiness($this->business_id);
+        $filters = $this->filters ?? [];
+
+        if (! empty($filters['type'])) {
+            $query->ofType($filters['type']);
+        }
+
+        if (! empty($filters['tags'])) {
+            foreach ((array) $filters['tags'] as $tag) {
+                $query->withTag($tag);
+            }
+        }
+
+        if (isset($filters['subscribed_email'])) {
+            $query->where('is_subscribed_email', $filters['subscribed_email']);
+        }
+
+        if (isset($filters['subscribed_sms'])) {
+            $query->where('is_subscribed_sms', $filters['subscribed_sms']);
+        }
+
+        if (! empty($filters['source'])) {
+            $query->where('source', $filters['source']);
+        }
+
+        return $query;
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Helpers
+    // ─────────────────────────────────────────────────────────────
+
+    public function isStatic(): bool
+    {
+        return $this->type === self::TYPE_STATIC;
+    }
+
+    public function isSmart(): bool
+    {
+        return $this->type === self::TYPE_SMART;
+    }
+
+    /**
+     * Add contacts to static list.
+     */
+    public function addContacts(array $contactIds): void
+    {
+        if ($this->type !== self::TYPE_STATIC) {
+            throw new \LogicException('Cannot manually add contacts to a smart list');
+        }
+
+        $this->contacts()->syncWithoutDetaching($contactIds);
+    }
+
+    /**
+     * Remove contacts from static list.
+     */
+    public function removeContacts(array $contactIds): void
+    {
+        if ($this->type !== self::TYPE_STATIC) {
+            throw new \LogicException('Cannot manually remove contacts from a smart list');
+        }
+
+        $this->contacts()->detach($contactIds);
+    }
+}

app/Models/Marketing/MarketingMessageLog.php

@@ -0,0 +1,224 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Business;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+/**
+ * MarketingMessageLog - Individual message send log.
+ *
+ * Tracks each email or SMS sent to a contact as part of a campaign.
+ */
+class MarketingMessageLog extends Model
+{
+    use HasFactory;
+
+    public const CHANNEL_EMAIL = 'email';
+
+    public const CHANNEL_SMS = 'sms';
+
+    public const STATUS_QUEUED = 'queued';
+
+    public const STATUS_SENT = 'sent';
+
+    public const STATUS_DELIVERED = 'delivered';
+
+    public const STATUS_FAILED = 'failed';
+
+    public const STATUS_BOUNCED = 'bounced';
+
+    public const STATUSES = [
+        self::STATUS_QUEUED => 'Queued',
+        self::STATUS_SENT => 'Sent',
+        self::STATUS_DELIVERED => 'Delivered',
+        self::STATUS_FAILED => 'Failed',
+        self::STATUS_BOUNCED => 'Bounced',
+    ];
+
+    protected $fillable = [
+        'business_id',
+        'marketing_campaign_id',
+        'marketing_contact_id',
+        'channel',
+        'status',
+        'to',
+        'provider_message_id',
+        'error_message',
+        'sent_at',
+        'delivered_at',
+        'opened_at',
+        'clicked_at',
+    ];
+
+    protected $casts = [
+        'sent_at' => 'datetime',
+        'delivered_at' => 'datetime',
+        'opened_at' => 'datetime',
+        'clicked_at' => 'datetime',
+    ];
+
+    // ─────────────────────────────────────────────────────────────
+    // Relationships
+    // ─────────────────────────────────────────────────────────────
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function campaign(): BelongsTo
+    {
+        return $this->belongsTo(MarketingCampaign::class, 'marketing_campaign_id');
+    }
+
+    public function contact(): BelongsTo
+    {
+        return $this->belongsTo(MarketingContact::class, 'marketing_contact_id');
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Scopes
+    // ─────────────────────────────────────────────────────────────
+
+    public function scopeForBusiness(Builder $query, int $businessId): Builder
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeForCampaign(Builder $query, int $campaignId): Builder
+    {
+        return $query->where('marketing_campaign_id', $campaignId);
+    }
+
+    public function scopeForContact(Builder $query, int $contactId): Builder
+    {
+        return $query->where('marketing_contact_id', $contactId);
+    }
+
+    public function scopeEmail(Builder $query): Builder
+    {
+        return $query->where('channel', self::CHANNEL_EMAIL);
+    }
+
+    public function scopeSms(Builder $query): Builder
+    {
+        return $query->where('channel', self::CHANNEL_SMS);
+    }
+
+    public function scopeStatus(Builder $query, string $status): Builder
+    {
+        return $query->where('status', $status);
+    }
+
+    public function scopeSent(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_SENT);
+    }
+
+    public function scopeFailed(Builder $query): Builder
+    {
+        return $query->where('status', self::STATUS_FAILED);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Accessors
+    // ─────────────────────────────────────────────────────────────
+
+    public function getStatusLabel(): string
+    {
+        return self::STATUSES[$this->status] ?? $this->status;
+    }
+
+    public function isEmail(): bool
+    {
+        return $this->channel === self::CHANNEL_EMAIL;
+    }
+
+    public function isSms(): bool
+    {
+        return $this->channel === self::CHANNEL_SMS;
+    }
+
+    public function wasOpened(): bool
+    {
+        return $this->opened_at !== null;
+    }
+
+    public function wasClicked(): bool
+    {
+        return $this->clicked_at !== null;
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Status Updates
+    // ─────────────────────────────────────────────────────────────
+
+    public function markSent(?string $providerMessageId = null): void
+    {
+        $this->update([
+            'status' => self::STATUS_SENT,
+            'sent_at' => now(),
+            'provider_message_id' => $providerMessageId,
+        ]);
+    }
+
+    public function markDelivered(): void
+    {
+        $this->update([
+            'status' => self::STATUS_DELIVERED,
+            'delivered_at' => now(),
+        ]);
+    }
+
+    public function markFailed(string $errorMessage): void
+    {
+        $this->update([
+            'status' => self::STATUS_FAILED,
+            'error_message' => $errorMessage,
+        ]);
+    }
+
+    public function markBounced(?string $reason = null): void
+    {
+        $this->update([
+            'status' => self::STATUS_BOUNCED,
+            'error_message' => $reason,
+        ]);
+    }
+
+    public function recordOpen(): void
+    {
+        if (! $this->opened_at) {
+            $this->update(['opened_at' => now()]);
+        }
+    }
+
+    public function recordClick(): void
+    {
+        $this->update(['clicked_at' => now()]);
+    }
+
+    // ─────────────────────────────────────────────────────────────
+    // Factory Methods
+    // ─────────────────────────────────────────────────────────────
+
+    public static function createQueued(
+        MarketingCampaign $campaign,
+        MarketingContact $contact,
+        string $channel,
+        string $to
+    ): self {
+        return self::create([
+            'business_id' => $campaign->business_id,
+            'marketing_campaign_id' => $campaign->id,
+            'marketing_contact_id' => $contact->id,
+            'channel' => $channel,
+            'status' => self::STATUS_QUEUED,
+            'to' => $to,
+        ]);
+    }
+}

app/Models/Marketing/MarketingPromo.php

@@ -0,0 +1,270 @@
+<?php
+
+namespace App\Models\Marketing;
+
+use App\Models\Brand;
+use App\Models\Business;
+use App\Models\User;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+/**
+ * Marketing Promo
+ *
+ * Represents a promotional offer created through the Promo Builder.
+ * Can be targeted to specific stores, brands, or categories.
+ */
+class MarketingPromo extends Model
+{
+    use SoftDeletes;
+
+    protected $table = 'marketing_promos';
+
+    protected $fillable = [
+        'business_id',
+        'store_external_id',
+        'brand_id',
+        'name',
+        'type',
+        'config',
+        'expected_lift',
+        'expected_margin_brand',
+        'expected_margin_store',
+        'status',
+        'starts_at',
+        'ends_at',
+        'description',
+        'sms_copy',
+        'email_copy',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'config' => 'array',
+        'expected_lift' => 'decimal:2',
+        'expected_margin_brand' => 'decimal:2',
+        'expected_margin_store' => 'decimal:2',
+        'starts_at' => 'datetime',
+        'ends_at' => 'datetime',
+    ];
+
+    // Promo types
+    public const TYPE_BOGO = 'bogo';
+
+    public const TYPE_PERCENT_OFF = 'percent_off';
+
+    public const TYPE_BUNDLE = 'bundle';
+
+    public const TYPE_SET_PRICE = 'set_price';
+
+    public const TYPE_BUY_X_GET_Y = 'buy_x_get_y';
+
+    // Statuses
+    public const STATUS_DRAFT = 'draft';
+
+    public const STATUS_ACTIVE = 'active';
+
+    public const STATUS_EXPIRED = 'expired';
+
+    public const STATUS_CANCELLED = 'cancelled';
+
+    // -------------------------------------------------------------------------
+    // Relationships
+    // -------------------------------------------------------------------------
+
+    public function business(): BelongsTo
+    {
+        return $this->belongsTo(Business::class);
+    }
+
+    public function brand(): BelongsTo
+    {
+        return $this->belongsTo(Brand::class);
+    }
+
+    public function creator(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'created_by');
+    }
+
+    // -------------------------------------------------------------------------
+    // Scopes
+    // -------------------------------------------------------------------------
+
+    public function scopeForBusiness($query, int $businessId)
+    {
+        return $query->where('business_id', $businessId);
+    }
+
+    public function scopeForStore($query, string $storeExternalId)
+    {
+        return $query->where('store_external_id', $storeExternalId);
+    }
+
+    public function scopeDraft($query)
+    {
+        return $query->where('status', self::STATUS_DRAFT);
+    }
+
+    public function scopeActive($query)
+    {
+        return $query->where('status', self::STATUS_ACTIVE);
+    }
+
+    public function scopeExpired($query)
+    {
+        return $query->where('status', self::STATUS_EXPIRED);
+    }
+
+    public function scopeCurrentlyActive($query)
+    {
+        return $query->where('status', self::STATUS_ACTIVE)
+            ->where(function ($q) {
+                $q->whereNull('starts_at')->orWhere('starts_at', '<=', now());
+            })
+            ->where(function ($q) {
+                $q->whereNull('ends_at')->orWhere('ends_at', '>=', now());
+            });
+    }
+
+    // -------------------------------------------------------------------------
+    // Accessors
+    // -------------------------------------------------------------------------
+
+    /**
+     * Get human-readable promo type
+     */
+    public function getTypeDisplayAttribute(): string
+    {
+        return match ($this->type) {
+            self::TYPE_BOGO => 'Buy One Get One',
+            self::TYPE_PERCENT_OFF => 'Percentage Off',
+            self::TYPE_BUNDLE => 'Bundle Deal',
+            self::TYPE_SET_PRICE => 'Set Price',
+            self::TYPE_BUY_X_GET_Y => 'Buy X Get Y',
+            default => ucfirst(str_replace('_', ' ', $this->type)),
+        };
+    }
+
+    /**
+     * Get status badge color
+     */
+    public function getStatusColorAttribute(): string
+    {
+        return match ($this->status) {
+            self::STATUS_DRAFT => 'warning',
+            self::STATUS_ACTIVE => 'success',
+            self::STATUS_EXPIRED => 'neutral',
+            self::STATUS_CANCELLED => 'error',
+            default => 'neutral',
+        };
+    }
+
+    /**
+     * Check if promo is currently running
+     */
+    public function getIsRunningAttribute(): bool
+    {
+        if ($this->status !== self::STATUS_ACTIVE) {
+            return false;
+        }
+
+        $now = now();
+
+        if ($this->starts_at && $this->starts_at > $now) {
+            return false;
+        }
+
+        if ($this->ends_at && $this->ends_at < $now) {
+            return false;
+        }
+
+        return true;
+    }
+
+    /**
+     * Get discount value from config
+     */
+    public function getDiscountValueAttribute(): ?float
+    {
+        return $this->config['discount_value'] ?? null;
+    }
+
+    /**
+     * Get target products from config
+     */
+    public function getTargetProductsAttribute(): array
+    {
+        return $this->config['target_products'] ?? [];
+    }
+
+    /**
+     * Get required quantity from config
+     */
+    public function getRequiredQuantityAttribute(): ?int
+    {
+        return $this->config['required_quantity'] ?? null;
+    }
+
+    // -------------------------------------------------------------------------
+    // Methods
+    // -------------------------------------------------------------------------
+
+    /**
+     * Activate the promo
+     */
+    public function activate(): bool
+    {
+        $this->status = self::STATUS_ACTIVE;
+
+        return $this->save();
+    }
+
+    /**
+     * Cancel the promo
+     */
+    public function cancel(): bool
+    {
+        $this->status = self::STATUS_CANCELLED;
+
+        return $this->save();
+    }
+
+    /**
+     * Mark as expired
+     */
+    public function expire(): bool
+    {
+        $this->status = self::STATUS_EXPIRED;
+
+        return $this->save();
+    }
+
+    /**
+     * Get available promo types
+     */
+    public static function getTypes(): array
+    {
+        return [
+            self::TYPE_BOGO => 'Buy One Get One',
+            self::TYPE_PERCENT_OFF => 'Percentage Off',
+            self::TYPE_BUNDLE => 'Bundle Deal',
+            self::TYPE_SET_PRICE => 'Set Price',
+            self::TYPE_BUY_X_GET_Y => 'Buy X Get Y',
+        ];
+    }
+
+    /**
+     * Get available statuses
+     */
+    public static function getStatuses(): array
+    {
+        return [
+            self::STATUS_DRAFT => 'Draft',
+            self::STATUS_ACTIVE => 'Active',
+            self::STATUS_EXPIRED => 'Expired',
+            self::STATUS_CANCELLED => 'Cancelled',
+        ];
+    }
+}

app/Models/OrderItem.php

@@ -151,4 +151,45 @@ class OrderItem extends Model implements Auditable
     {
         return $this->pre_delivery_status !== 'rejected';
     }
+
+    /**
+     * Get human-readable quantity display string
+     * e.g., "2 Cases (24 Units)" or "24 Units" if no case info
+     *
+     * @param  int|null  $qty  Override quantity (useful for picked/delivered display)
+     */
+    public function getQuantityDisplay(?int $qty = null): string
+    {
+        $quantity = $qty ?? $this->quantity;
+        $unitsPerCase = $this->product?->units_per_case;
+
+        if ($unitsPerCase && $unitsPerCase > 1) {
+            $totalUnits = $quantity * $unitsPerCase;
+
+            return sprintf(
+                '%d %s (%d Units)',
+                $quantity,
+                $quantity === 1 ? 'Case' : 'Cases',
+                $totalUnits
+            );
+        }
+
+        return sprintf('%d %s', $quantity, $quantity === 1 ? 'Unit' : 'Units');
+    }
+
+    /**
+     * Get the display quantity (picked if available, otherwise ordered)
+     */
+    public function getEffectiveQuantity(): int
+    {
+        return $this->picked_qty > 0 ? $this->picked_qty : $this->quantity;
+    }
+
+    /**
+     * Get display for effective quantity (picked or ordered)
+     */
+    public function getEffectiveQuantityDisplay(): string
+    {
+        return $this->getQuantityDisplay($this->getEffectiveQuantity());
+    }
 }

app/Models/Product.php

@@ -490,6 +490,11 @@ class Product extends Model implements Auditable
         return $query->where('brand_id', $brandId);
     }
 
+    public function scopeForBusiness($query, Business $business)
+    {
+        return $query->whereHas('brand', fn ($q) => $q->where('business_id', $business->id));
+    }
+
     public function scopeForDepartment($query, Department $department)
     {
         return $query->where('department_id', $department->id);

app/Models/User.php

@@ -1084,4 +1084,39 @@ class User extends Authenticatable implements FilamentUser
     {
         return $this->hasMany(Business::class, 'owner_user_id');
     }
+
+    // -------------------------------------------------------------------------
+    // Marketing Portal Methods
+    // -------------------------------------------------------------------------
+
+    /**
+     * Check if user is a Marketing Portal user for a given business.
+     *
+     * Marketing Portal access is granted when:
+     * - User belongs to the business with contact_type = 'marketing_portal'
+     */
+    public function isMarketingPortalUser(Business $business): bool
+    {
+        // Super admins have access to all portals
+        if ($this->isSuperAdmin()) {
+            return true;
+        }
+
+        // Check contact_type on business_user pivot
+        $pivot = $this->businesses()
+            ->where('business_id', $business->id)
+            ->first()?->pivot;
+
+        return $pivot && $pivot->contact_type === 'marketing_portal';
+    }
+
+    /**
+     * Get businesses where user has marketing portal access.
+     */
+    public function getMarketingPortalBusinesses(): \Illuminate\Database\Eloquent\Collection
+    {
+        return $this->businesses()
+            ->wherePivot('contact_type', 'marketing_portal')
+            ->get();
+    }
 }

app/Policies/MarketingCampaignPolicy.php

@@ -0,0 +1,149 @@
+<?php
+
+namespace App\Policies;
+
+use App\Models\Business;
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\User;
+
+class MarketingCampaignPolicy
+{
+    /**
+     * Determine if the user can view any campaigns for the business
+     */
+    public function viewAny(User $user, ?Business $business = null): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        if (! $business) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can view a specific campaign
+     */
+    public function view(User $user, MarketingCampaign $campaign, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Campaign must belong to this business
+        if ($campaign->business_id !== $business->id) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can create campaigns
+     */
+    public function create(User $user, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can update the campaign
+     */
+    public function update(User $user, MarketingCampaign $campaign, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Campaign must belong to this business
+        if ($campaign->business_id !== $business->id) {
+            return false;
+        }
+
+        // Can only update drafts and scheduled campaigns
+        if (! in_array($campaign->status, ['draft', 'scheduled'])) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can delete the campaign
+     */
+    public function delete(User $user, MarketingCampaign $campaign, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Campaign must belong to this business
+        if ($campaign->business_id !== $business->id) {
+            return false;
+        }
+
+        // Can only delete drafts
+        if ($campaign->status !== 'draft') {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id);
+    }
+
+    /**
+     * Determine if the user can send the campaign
+     */
+    public function send(User $user, MarketingCampaign $campaign, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Campaign must belong to this business
+        if ($campaign->business_id !== $business->id) {
+            return false;
+        }
+
+        // Can only send drafts and scheduled campaigns
+        if (! in_array($campaign->status, ['draft', 'scheduled'])) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can cancel the campaign
+     */
+    public function cancel(User $user, MarketingCampaign $campaign, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Campaign must belong to this business
+        if ($campaign->business_id !== $business->id) {
+            return false;
+        }
+
+        // Can only cancel drafts and scheduled campaigns
+        if (! in_array($campaign->status, ['draft', 'scheduled'])) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+}

app/Policies/MarketingPromoPolicy.php

@@ -0,0 +1,127 @@
+<?php
+
+namespace App\Policies;
+
+use App\Models\Business;
+use App\Models\Marketing\MarketingPromo;
+use App\Models\User;
+
+class MarketingPromoPolicy
+{
+    /**
+     * Determine if the user can view any promos for the business
+     */
+    public function viewAny(User $user, ?Business $business = null): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        if (! $business) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can view a specific promo
+     */
+    public function view(User $user, MarketingPromo $promo, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Promo must belong to this business
+        if ($promo->business_id !== $business->id) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+
+    /**
+     * Determine if the user can create promos
+     *
+     * Portal users can only view - they can't create promos
+     */
+    public function create(User $user, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Portal users are view-only for promos
+        if ($user->isMarketingPortalUser($business) && ! $user->businesses->contains($business->id)) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id);
+    }
+
+    /**
+     * Determine if the user can update the promo
+     *
+     * Portal users can only view - they can't update promos
+     */
+    public function update(User $user, MarketingPromo $promo, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Promo must belong to this business
+        if ($promo->business_id !== $business->id) {
+            return false;
+        }
+
+        // Portal users are view-only for promos
+        if ($user->isMarketingPortalUser($business) && ! $user->businesses->contains($business->id)) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id);
+    }
+
+    /**
+     * Determine if the user can delete the promo
+     *
+     * Portal users can only view - they can't delete promos
+     */
+    public function delete(User $user, MarketingPromo $promo, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Promo must belong to this business
+        if ($promo->business_id !== $business->id) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id);
+    }
+
+    /**
+     * Determine if the user can launch a campaign from this promo
+     *
+     * Portal users CAN launch campaigns from promos
+     */
+    public function launchCampaign(User $user, MarketingPromo $promo, Business $business): bool
+    {
+        if ($user->hasRole('Super Admin')) {
+            return true;
+        }
+
+        // Promo must belong to this business
+        if ($promo->business_id !== $business->id) {
+            return false;
+        }
+
+        return $user->businesses->contains($business->id)
+            || $user->isMarketingPortalUser($business);
+    }
+}

app/Providers/AppServiceProvider.php

@@ -109,6 +109,7 @@ class AppServiceProvider extends ServiceProvider
             $versionData = cache()->remember('app.version_data', now()->addSeconds(5), function () {
                 $version = 'dev';
                 $commit = 'unknown';
+                $buildDate = null;
 
                 // For Docker: read from version.env (injected at build time)
                 $versionFile = base_path('version.env');
@@ -117,6 +118,7 @@ class AppServiceProvider extends ServiceProvider
                     $data = parse_ini_file($versionFile);
                     $version = $data['VERSION'] ?? 'dev';
                     $commit = $data['COMMIT'] ?? 'unknown';
+                    $buildDate = $data['BUILD_DATE'] ?? null;
                 }
                 // For local dev: read from git directly (but cached for 5 seconds)
                 // Check for .git (directory for regular repos, file for worktrees)
@@ -128,6 +130,13 @@ class AppServiceProvider extends ServiceProvider
 
                     // Only proceed if we successfully got a commit SHA
                     if ($commit !== '' && $commit !== 'unknown') {
+                        // Get commit date for local dev
+                        $dateCommand = sprintf('cd %s && git log -1 --format=%%ci 2>/dev/null', escapeshellarg(base_path()));
+                        $commitDate = trim(shell_exec($dateCommand) ?: '');
+                        if ($commitDate) {
+                            $buildDate = date('M j, g:ia', strtotime($commitDate));
+                        }
+
                         // Check for uncommitted changes (dirty working directory)
                         $diffCommand = sprintf('cd %s && git diff --quiet 2>/dev/null; echo $?', escapeshellarg(base_path()));
                         $cachedCommand = sprintf('cd %s && git diff --cached --quiet 2>/dev/null; echo $?', escapeshellarg(base_path()));
@@ -147,17 +156,19 @@ class AppServiceProvider extends ServiceProvider
                 return [
                     'version' => $version,
                     'commit' => $commit,
+                    'buildDate' => $buildDate,
                 ];
             });
         } catch (\Exception $e) {
             // If cache fails (e.g., Redis not ready), calculate version without caching
-            $versionData = ['version' => 'dev', 'commit' => 'unknown'];
+            $versionData = ['version' => 'dev', 'commit' => 'unknown', 'buildDate' => null];
 
             $versionFile = base_path('version.env');
             if (File::exists($versionFile)) {
                 $data = parse_ini_file($versionFile);
                 $versionData['version'] = $data['VERSION'] ?? 'dev';
                 $versionData['commit'] = $data['COMMIT'] ?? 'unknown';
+                $versionData['buildDate'] = $data['BUILD_DATE'] ?? null;
             }
         }
 
@@ -165,6 +176,7 @@ class AppServiceProvider extends ServiceProvider
             $view->with([
                 'appVersion' => $versionData['version'],
                 'appCommit' => $versionData['commit'],
+                'appBuildDate' => $versionData['buildDate'],
                 'appVersionFull' => "{$versionData['version']} (sha-{$versionData['commit']})",
             ]);
         });

app/Providers/AuthServiceProvider.php

@@ -2,7 +2,11 @@
 
 namespace App\Providers;
 
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\Marketing\MarketingPromo;
 use App\Models\Product;
+use App\Policies\MarketingCampaignPolicy;
+use App\Policies\MarketingPromoPolicy;
 use App\Policies\ProductPolicy;
 use Illuminate\Foundation\Support\Providers\AuthServiceProvider as ServiceProvider;
 
@@ -15,6 +19,8 @@ class AuthServiceProvider extends ServiceProvider
      */
     protected $policies = [
         Product::class => ProductPolicy::class,
+        MarketingCampaign::class => MarketingCampaignPolicy::class,
+        MarketingPromo::class => MarketingPromoPolicy::class,
     ];
 
     /**

app/Services/AI/BrandVoicePrompt.php

@@ -260,10 +260,10 @@ class BrandVoicePrompt
      * AI generation MUST respect these limits.
      */
     public const CHARACTER_LIMITS = [
-        'tagline' => ['min' => 30, 'max' => 45, 'label' => 'Tagline'],
-        'short_description' => ['min' => 100, 'max' => 150, 'label' => 'Short Description'],
-        'description' => ['min' => 100, 'max' => 150, 'label' => 'Short Description'], // Alias
-        'long_description' => ['min' => 400, 'max' => 500, 'label' => 'Long Description'],
+        'tagline' => ['min' => null, 'max' => 255, 'label' => 'Tagline'],
+        'short_description' => ['min' => null, 'max' => 1000, 'label' => 'Short Description'],
+        'description' => ['min' => null, 'max' => 1000, 'label' => 'Short Description'], // Alias
+        'long_description' => ['min' => null, 'max' => 5000, 'label' => 'Long Description'],
         'brand_announcement' => ['min' => 400, 'max' => 500, 'label' => 'Brand Announcement'],
         'seo_title' => ['min' => 60, 'max' => 70, 'label' => 'SEO Title'],
         'seo_description' => ['min' => 150, 'max' => 160, 'label' => 'SEO Description'],
@@ -803,6 +803,11 @@ class BrandVoicePrompt
             return '';
         }
 
+        // If no min is set, only enforce max
+        if ($limits['min'] === null) {
+            return "CHARACTER LIMIT: Output should not exceed {$limits['max']} characters.";
+        }
+
         return "STRICT CHARACTER LIMIT: Output MUST be between {$limits['min']}-{$limits['max']} characters. Do NOT output fewer than {$limits['min']} or more than {$limits['max']} characters.";
     }
 

app/Services/Accounting/ArService.php

@@ -8,6 +8,7 @@ use App\Models\Accounting\ArCustomer;
 use App\Models\Accounting\ArInvoice;
 use App\Models\Business;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Cache;
 
 /**
  * AR Service - Core AR operations and credit enforcement.
@@ -316,40 +317,43 @@ class ArService
     public function getArSummary(Business $business, ?array $businessIds = null): array
     {
         $businessIds = $businessIds ?? $this->getBusinessIdsWithChildren($business);
+        $cacheKey = 'ar_summary_'.implode('_', $businessIds);
 
-        $totalAr = ArInvoice::whereIn('business_id', $businessIds)
-            ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-            ->where('balance_due', '>', 0)
-            ->sum('balance_due');
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds) {
+            $totalAr = ArInvoice::whereIn('business_id', $businessIds)
+                ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                ->where('balance_due', '>', 0)
+                ->sum('balance_due');
 
-        $totalPastDue = ArInvoice::whereIn('business_id', $businessIds)
-            ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-            ->where('balance_due', '>', 0)
-            ->where('due_date', '<', now())
-            ->sum('balance_due');
+            $totalPastDue = ArInvoice::whereIn('business_id', $businessIds)
+                ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                ->where('balance_due', '>', 0)
+                ->where('due_date', '<', now())
+                ->sum('balance_due');
 
-        $atRiskCount = ArCustomer::whereIn('business_id', $businessIds)
-            ->where('is_active', true)
-            ->where(function ($query) {
-                $query->where('on_credit_hold', true)
-                    ->orWhereHas('invoices', function ($q) {
-                        $q->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-                            ->where('balance_due', '>', 0)
-                            ->where('due_date', '<', now());
-                    });
-            })
-            ->count();
+            $atRiskCount = ArCustomer::whereIn('business_id', $businessIds)
+                ->where('is_active', true)
+                ->where(function ($query) {
+                    $query->where('on_credit_hold', true)
+                        ->orWhereHas('invoices', function ($q) {
+                            $q->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                                ->where('balance_due', '>', 0)
+                                ->where('due_date', '<', now());
+                        });
+                })
+                ->count();
 
-        $onHoldCount = ArCustomer::whereIn('business_id', $businessIds)
-            ->where('on_credit_hold', true)
-            ->count();
+            $onHoldCount = ArCustomer::whereIn('business_id', $businessIds)
+                ->where('on_credit_hold', true)
+                ->count();
 
-        return [
-            'total_ar' => (float) $totalAr,
-            'total_past_due' => (float) $totalPastDue,
-            'at_risk_count' => $atRiskCount,
-            'on_hold_count' => $onHoldCount,
-        ];
+            return [
+                'total_ar' => (float) $totalAr,
+                'total_past_due' => (float) $totalPastDue,
+                'at_risk_count' => $atRiskCount,
+                'on_hold_count' => $onHoldCount,
+            ];
+        });
     }
 
     /**
@@ -360,39 +364,42 @@ class ArService
     public function getTopArAccounts(Business $business, int $limit = 5, ?array $businessIds = null): Collection
     {
         $businessIds = $businessIds ?? $this->getBusinessIdsWithChildren($business);
+        $cacheKey = 'ar_top_accounts_'.implode('_', $businessIds).'_'.$limit;
 
-        return ArCustomer::whereIn('ar_customers.business_id', $businessIds)
-            ->where('is_active', true)
-            ->whereHas('invoices', function ($q) {
-                $q->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-                    ->where('balance_due', '>', 0);
-            })
-            ->with('business')
-            ->get()
-            ->map(function ($customer) {
-                $balance = $customer->invoices()
-                    ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-                    ->where('balance_due', '>', 0)
-                    ->sum('balance_due');
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds, $limit) {
+            return ArCustomer::whereIn('ar_customers.business_id', $businessIds)
+                ->where('is_active', true)
+                ->whereHas('invoices', function ($q) {
+                    $q->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                        ->where('balance_due', '>', 0);
+                })
+                ->with('business')
+                ->get()
+                ->map(function ($customer) {
+                    $balance = $customer->invoices()
+                        ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                        ->where('balance_due', '>', 0)
+                        ->sum('balance_due');
 
-                $pastDue = $customer->invoices()
-                    ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
-                    ->where('balance_due', '>', 0)
-                    ->where('due_date', '<', now())
-                    ->sum('balance_due');
+                    $pastDue = $customer->invoices()
+                        ->whereNotIn('status', [ArInvoice::STATUS_PAID, ArInvoice::STATUS_VOID])
+                        ->where('balance_due', '>', 0)
+                        ->where('due_date', '<', now())
+                        ->sum('balance_due');
 
-                return [
-                    'customer' => $customer,
-                    'business' => $customer->business,
-                    'balance' => (float) $balance,
-                    'past_due' => (float) $pastDue,
-                    'credit_status' => $customer->credit_status ?? ArCustomer::CREDIT_STATUS_GOOD,
-                    'on_credit_hold' => $customer->on_credit_hold ?? false,
-                ];
-            })
-            ->sortByDesc('balance')
-            ->take($limit)
-            ->values();
+                    return [
+                        'customer' => $customer,
+                        'business' => $customer->business,
+                        'balance' => (float) $balance,
+                        'past_due' => (float) $pastDue,
+                        'credit_status' => $customer->credit_status ?? ArCustomer::CREDIT_STATUS_GOOD,
+                        'on_credit_hold' => $customer->on_credit_hold ?? false,
+                    ];
+                })
+                ->sortByDesc('balance')
+                ->take($limit)
+                ->values();
+        });
     }
 
     /**

app/Services/Accounting/BudgetService.php

@@ -13,6 +13,7 @@ use App\Models\Business;
 use App\Models\Department;
 use Carbon\Carbon;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Cache;
 use Illuminate\Support\Facades\DB;
 
 class BudgetService
@@ -244,52 +245,56 @@ class BudgetService
      */
     public function getBudgetSummary(Budget $budget): array
     {
-        $lines = $budget->lines()->with(['department', 'glAccount'])->get();
+        $cacheKey = 'budget_summary_'.$budget->id;
 
-        $totalBudget = $lines->sum('amount');
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($budget) {
+            $lines = $budget->lines()->with(['department', 'glAccount'])->get();
 
-        // Get all actuals for the budget
-        $actuals = $this->getActualsForBudget($budget);
-        $totalActual = $actuals->sum('actual_amount');
+            $totalBudget = $lines->sum('amount');
 
-        $varianceAmount = $totalBudget - $totalActual;
-        $variancePercent = $totalBudget > 0
-            ? round(($varianceAmount / $totalBudget) * 100, 2)
-            : 0;
+            // Get all actuals for the budget
+            $actuals = $this->getActualsForBudget($budget);
+            $totalActual = $actuals->sum('actual_amount');
 
-        // Group by department for summary
-        $byDepartment = $actuals->groupBy('department_id')
-            ->map(function ($items, $deptId) {
-                return [
-                    'department_id' => $deptId,
-                    'department_name' => $items->first()['department_name'],
-                    'budget' => $items->sum('budget_amount'),
-                    'actual' => $items->sum('actual_amount'),
-                ];
-            })->values();
+            $varianceAmount = $totalBudget - $totalActual;
+            $variancePercent = $totalBudget > 0
+                ? round(($varianceAmount / $totalBudget) * 100, 2)
+                : 0;
 
-        // Group by account for summary
-        $byAccount = $actuals->groupBy('gl_account_id')
-            ->map(function ($items, $accountId) {
-                $first = $items->first();
+            // Group by department for summary
+            $byDepartment = $actuals->groupBy('department_id')
+                ->map(function ($items, $deptId) {
+                    return [
+                        'department_id' => $deptId,
+                        'department_name' => $items->first()['department_name'],
+                        'budget' => $items->sum('budget_amount'),
+                        'actual' => $items->sum('actual_amount'),
+                    ];
+                })->values();
 
-                return [
-                    'account_id' => $accountId,
-                    'account_name' => $first['account_number'].' - '.$first['account_name'],
-                    'budget' => $items->sum('budget_amount'),
-                    'actual' => $items->sum('actual_amount'),
-                ];
-            })->values();
+            // Group by account for summary
+            $byAccount = $actuals->groupBy('gl_account_id')
+                ->map(function ($items, $accountId) {
+                    $first = $items->first();
 
-        return [
-            'total_budget' => $totalBudget,
-            'total_actual' => $totalActual,
-            'variance_amount' => $varianceAmount,
-            'variance_percent' => $variancePercent,
-            'line_count' => $lines->count(),
-            'by_department' => $byDepartment,
-            'by_account' => $byAccount,
-        ];
+                    return [
+                        'account_id' => $accountId,
+                        'account_name' => $first['account_number'].' - '.$first['account_name'],
+                        'budget' => $items->sum('budget_amount'),
+                        'actual' => $items->sum('actual_amount'),
+                    ];
+                })->values();
+
+            return [
+                'total_budget' => $totalBudget,
+                'total_actual' => $totalActual,
+                'variance_amount' => $varianceAmount,
+                'variance_percent' => $variancePercent,
+                'line_count' => $lines->count(),
+                'by_department' => $byDepartment,
+                'by_account' => $byAccount,
+            ];
+        });
     }
 
     /**

app/Services/Accounting/CustomerFinancialService.php

@@ -11,6 +11,7 @@ use App\Models\Accounting\FinancialActivity;
 use App\Models\Business;
 use Carbon\Carbon;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Cache;
 
 class CustomerFinancialService
 {
@@ -26,53 +27,57 @@ class CustomerFinancialService
             ? $business->divisions()->pluck('id')->push($business->id)->toArray()
             : [$business->id];
 
-        // Get all open invoices
-        $openInvoices = ArInvoice::where('ar_customer_id', $customer->id)
-            ->whereIn('business_id', $businessIds)
-            ->whereIn('status', ['open', 'partial'])
-            ->get();
+        $cacheKey = 'customer_financial_summary_'.$customer->id.'_'.implode('_', $businessIds);
 
-        $totalOpenAr = $openInvoices->sum('balance_due');
-        $now = now();
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($customer, $businessIds) {
+            // Get all open invoices
+            $openInvoices = ArInvoice::where('ar_customer_id', $customer->id)
+                ->whereIn('business_id', $businessIds)
+                ->whereIn('status', ['open', 'partial'])
+                ->get();
 
-        // Calculate aging buckets
-        $aging = $this->calculateAgingBuckets($openInvoices, $now);
+            $totalOpenAr = $openInvoices->sum('balance_due');
+            $now = now();
 
-        // Past due calculations
-        $pastDueInvoices = $openInvoices->filter(fn ($inv) => $inv->due_date->lt($now));
-        $pastDueTotal = $pastDueInvoices->sum('balance_due');
+            // Calculate aging buckets
+            $aging = $this->calculateAgingBuckets($openInvoices, $now);
 
-        // Credit status
-        $creditLimit = $customer->credit_limit ?? 0;
-        $creditUsed = $totalOpenAr;
-        $overLimitAmount = max(0, $creditUsed - $creditLimit);
-        $creditStatus = $this->determineCreditStatus($customer, $creditUsed, $pastDueTotal);
+            // Past due calculations
+            $pastDueInvoices = $openInvoices->filter(fn ($inv) => $inv->due_date->lt($now));
+            $pastDueTotal = $pastDueInvoices->sum('balance_due');
 
-        // Last payment
-        $lastPayment = ArPayment::whereHas('invoice', fn ($q) => $q->where('ar_customer_id', $customer->id))
-            ->whereIn('business_id', $businessIds)
-            ->orderByDesc('payment_date')
-            ->first();
+            // Credit status
+            $creditLimit = $customer->credit_limit ?? 0;
+            $creditUsed = $totalOpenAr;
+            $overLimitAmount = max(0, $creditUsed - $creditLimit);
+            $creditStatus = $this->determineCreditStatus($customer, $creditUsed, $pastDueTotal);
 
-        return [
-            'customer' => $customer,
-            'total_open_ar' => $totalOpenAr,
-            'past_due_total' => $pastDueTotal,
-            'aging' => $aging,
-            'credit_limit' => $creditLimit,
-            'credit_used' => $creditUsed,
-            'credit_available' => max(0, $creditLimit - $creditUsed),
-            'over_limit_amount' => $overLimitAmount,
-            'credit_status' => $creditStatus,
-            'on_credit_hold' => $customer->on_credit_hold ?? false,
-            'hold_reason' => $customer->hold_reason ?? null,
-            'last_payment_date' => $lastPayment?->payment_date,
-            'last_payment_amount' => $lastPayment?->amount ?? 0,
-            'open_invoice_count' => $openInvoices->count(),
-            'past_due_count' => $pastDueInvoices->count(),
-            'highest_aging_bucket' => $this->getHighestAgingBucket($aging),
-            'avg_days_to_pay' => $this->calculateAvgDaysToPay($customer, $businessIds),
-        ];
+            // Last payment
+            $lastPayment = ArPayment::whereHas('invoice', fn ($q) => $q->where('ar_customer_id', $customer->id))
+                ->whereIn('business_id', $businessIds)
+                ->orderByDesc('payment_date')
+                ->first();
+
+            return [
+                'customer' => $customer,
+                'total_open_ar' => $totalOpenAr,
+                'past_due_total' => $pastDueTotal,
+                'aging' => $aging,
+                'credit_limit' => $creditLimit,
+                'credit_used' => $creditUsed,
+                'credit_available' => max(0, $creditLimit - $creditUsed),
+                'over_limit_amount' => $overLimitAmount,
+                'credit_status' => $creditStatus,
+                'on_credit_hold' => $customer->on_credit_hold ?? false,
+                'hold_reason' => $customer->hold_reason ?? null,
+                'last_payment_date' => $lastPayment?->payment_date,
+                'last_payment_amount' => $lastPayment?->amount ?? 0,
+                'open_invoice_count' => $openInvoices->count(),
+                'past_due_count' => $pastDueInvoices->count(),
+                'highest_aging_bucket' => $this->getHighestAgingBucket($aging),
+                'avg_days_to_pay' => $this->calculateAvgDaysToPay($customer, $businessIds),
+            ];
+        });
     }
 
     /**

app/Services/Accounting/FinanceAnalyticsService.php

@@ -9,6 +9,7 @@ use App\Models\Accounting\ArCustomer;
 use App\Models\Accounting\ArInvoice;
 use App\Models\Business;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Cache;
 
 /**
  * Service for financial analytics and reporting.
@@ -25,50 +26,54 @@ class FinanceAnalyticsService
      */
     public function getAPAging(Business $business, ?array $businessIds = null): array
     {
-        $today = now()->startOfDay();
         $businessIds = $businessIds ?? $this->getBusinessIdsWithChildren($business);
+        $cacheKey = 'finance_ap_aging_'.implode('_', $businessIds);
 
-        $bills = ApBill::whereIn('business_id', $businessIds)
-            ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
-            ->with(['vendor', 'business'])
-            ->get();
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds) {
+            $today = now()->startOfDay();
 
-        $buckets = [
-            'current' => ['label' => '0-30 days', 'min' => 0, 'max' => 30, 'amount' => 0, 'count' => 0],
-            'bucket_31_60' => ['label' => '31-60 days', 'min' => 31, 'max' => 60, 'amount' => 0, 'count' => 0],
-            'bucket_61_90' => ['label' => '61-90 days', 'min' => 61, 'max' => 90, 'amount' => 0, 'count' => 0],
-            'over_90' => ['label' => '90+ days', 'min' => 91, 'max' => 9999, 'amount' => 0, 'count' => 0],
-        ];
+            $bills = ApBill::whereIn('business_id', $businessIds)
+                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                ->with(['vendor', 'business'])
+                ->get();
 
-        $overdueBills = collect();
+            $buckets = [
+                'current' => ['label' => '0-30 days', 'min' => 0, 'max' => 30, 'amount' => 0, 'count' => 0],
+                'bucket_31_60' => ['label' => '31-60 days', 'min' => 31, 'max' => 60, 'amount' => 0, 'count' => 0],
+                'bucket_61_90' => ['label' => '61-90 days', 'min' => 61, 'max' => 90, 'amount' => 0, 'count' => 0],
+                'over_90' => ['label' => '90+ days', 'min' => 91, 'max' => 9999, 'amount' => 0, 'count' => 0],
+            ];
 
-        foreach ($bills as $bill) {
-            $daysOld = $bill->due_date ? $today->diffInDays($bill->due_date, false) * -1 : 0;
+            $overdueBills = collect();
 
-            if ($daysOld <= 30) {
-                $buckets['current']['amount'] += $bill->balance_due;
-                $buckets['current']['count']++;
-            } elseif ($daysOld <= 60) {
-                $buckets['bucket_31_60']['amount'] += $bill->balance_due;
-                $buckets['bucket_31_60']['count']++;
-            } elseif ($daysOld <= 90) {
-                $buckets['bucket_61_90']['amount'] += $bill->balance_due;
-                $buckets['bucket_61_90']['count']++;
-            } else {
-                $buckets['over_90']['amount'] += $bill->balance_due;
-                $buckets['over_90']['count']++;
+            foreach ($bills as $bill) {
+                $daysOld = $bill->due_date ? $today->diffInDays($bill->due_date, false) * -1 : 0;
+
+                if ($daysOld <= 30) {
+                    $buckets['current']['amount'] += $bill->balance_due;
+                    $buckets['current']['count']++;
+                } elseif ($daysOld <= 60) {
+                    $buckets['bucket_31_60']['amount'] += $bill->balance_due;
+                    $buckets['bucket_31_60']['count']++;
+                } elseif ($daysOld <= 90) {
+                    $buckets['bucket_61_90']['amount'] += $bill->balance_due;
+                    $buckets['bucket_61_90']['count']++;
+                } else {
+                    $buckets['over_90']['amount'] += $bill->balance_due;
+                    $buckets['over_90']['count']++;
+                }
+
+                if ($bill->isOverdue()) {
+                    $overdueBills->push($bill);
+                }
             }
 
-            if ($bill->isOverdue()) {
-                $overdueBills->push($bill);
-            }
-        }
-
-        return [
-            'buckets' => $buckets,
-            'total' => array_sum(array_column($buckets, 'amount')),
-            'overdue_bills' => $overdueBills->sortBy('due_date'),
-        ];
+            return [
+                'buckets' => $buckets,
+                'total' => array_sum(array_column($buckets, 'amount')),
+                'overdue_bills' => $overdueBills->sortBy('due_date'),
+            ];
+        });
     }
 
     /**
@@ -78,24 +83,28 @@ class FinanceAnalyticsService
      */
     public function getAPBreakdownByDivision(Business $business, ?array $businessIds = null): Collection
     {
-        $children = Business::where('parent_id', $business->id)
-            ->when($businessIds, fn ($q) => $q->whereIn('id', $businessIds))
-            ->get();
+        $cacheKey = 'finance_ap_division_'.$business->id.'_'.($businessIds ? implode('_', $businessIds) : 'all');
 
-        return $children->map(function ($child) {
-            $bills = ApBill::where('business_id', $child->id)
-                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($business, $businessIds) {
+            $children = Business::where('parent_id', $business->id)
+                ->when($businessIds, fn ($q) => $q->whereIn('id', $businessIds))
                 ->get();
 
-            $overdue = $bills->filter(fn ($b) => $b->isOverdue());
+            return $children->map(function ($child) {
+                $bills = ApBill::where('business_id', $child->id)
+                    ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                    ->get();
 
-            return [
-                'business' => $child,
-                'total_outstanding' => $bills->sum('balance_due'),
-                'overdue_amount' => $overdue->sum('balance_due'),
-                'bill_count' => $bills->count(),
-                'overdue_count' => $overdue->count(),
-            ];
+                $overdue = $bills->filter(fn ($b) => $b->isOverdue());
+
+                return [
+                    'business' => $child,
+                    'total_outstanding' => $bills->sum('balance_due'),
+                    'overdue_amount' => $overdue->sum('balance_due'),
+                    'bill_count' => $bills->count(),
+                    'overdue_count' => $overdue->count(),
+                ];
+            });
         });
     }
 
@@ -107,22 +116,25 @@ class FinanceAnalyticsService
     public function getAPBreakdownByVendor(Business $business, ?array $businessIds = null): Collection
     {
         $businessIds = $businessIds ?? $this->getBusinessIdsWithChildren($business);
+        $cacheKey = 'finance_ap_vendor_'.implode('_', $businessIds);
 
-        return ApBill::whereIn('business_id', $businessIds)
-            ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
-            ->select('vendor_id')
-            ->selectRaw('SUM(balance_due) as total_outstanding')
-            ->selectRaw('COUNT(*) as bill_count')
-            ->selectRaw('SUM(CASE WHEN due_date < NOW() THEN balance_due ELSE 0 END) as overdue_amount')
-            ->groupBy('vendor_id')
-            ->orderByDesc('total_outstanding')
-            ->get()
-            ->map(fn ($row) => [
-                'vendor' => ApVendor::find($row->vendor_id),
-                'total_outstanding' => (float) $row->total_outstanding,
-                'bill_count' => (int) $row->bill_count,
-                'overdue_amount' => (float) $row->overdue_amount,
-            ]);
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds) {
+            return ApBill::whereIn('business_id', $businessIds)
+                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                ->select('vendor_id')
+                ->selectRaw('SUM(balance_due) as total_outstanding')
+                ->selectRaw('COUNT(*) as bill_count')
+                ->selectRaw('SUM(CASE WHEN due_date < NOW() THEN balance_due ELSE 0 END) as overdue_amount')
+                ->groupBy('vendor_id')
+                ->orderByDesc('total_outstanding')
+                ->get()
+                ->map(fn ($row) => [
+                    'vendor' => ApVendor::find($row->vendor_id),
+                    'total_outstanding' => (float) $row->total_outstanding,
+                    'bill_count' => (int) $row->bill_count,
+                    'overdue_amount' => (float) $row->overdue_amount,
+                ]);
+        });
     }
 
     /**
@@ -133,49 +145,53 @@ class FinanceAnalyticsService
     public function getCashForecast(Business $business, int $days = 30, ?array $businessIds = null): array
     {
         $businessIds = $businessIds ?? $this->getBusinessIdsWithChildren($business);
-        $startDate = now()->startOfDay();
-        $endDate = now()->addDays($days)->endOfDay();
+        $cacheKey = 'finance_cash_forecast_'.implode('_', $businessIds).'_'.$days;
 
-        $bills = ApBill::whereIn('business_id', $businessIds)
-            ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
-            ->whereBetween('due_date', [$startDate, $endDate])
-            ->with(['vendor', 'business'])
-            ->orderBy('due_date')
-            ->get();
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds, $days) {
+            $startDate = now()->startOfDay();
+            $endDate = now()->addDays($days)->endOfDay();
 
-        $daily = [];
-        for ($i = 0; $i <= $days; $i++) {
-            $date = now()->addDays($i)->format('Y-m-d');
-            $daily[$date] = ['date' => $date, 'label' => now()->addDays($i)->format('M d'), 'amount' => 0, 'count' => 0];
-        }
+            $bills = ApBill::whereIn('business_id', $businessIds)
+                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                ->whereBetween('due_date', [$startDate, $endDate])
+                ->with(['vendor', 'business'])
+                ->orderBy('due_date')
+                ->get();
 
-        foreach ($bills as $bill) {
-            $date = $bill->due_date->format('Y-m-d');
-            if (isset($daily[$date])) {
-                $daily[$date]['amount'] += $bill->balance_due;
-                $daily[$date]['count']++;
+            $daily = [];
+            for ($i = 0; $i <= $days; $i++) {
+                $date = now()->addDays($i)->format('Y-m-d');
+                $daily[$date] = ['date' => $date, 'label' => now()->addDays($i)->format('M d'), 'amount' => 0, 'count' => 0];
             }
-        }
 
-        $byVendor = $bills->groupBy('vendor_id')->map(fn ($vendorBills) => [
-            'vendor' => $vendorBills->first()->vendor,
-            'total' => $vendorBills->sum('balance_due'),
-            'count' => $vendorBills->count(),
-        ])->sortByDesc('total')->values();
+            foreach ($bills as $bill) {
+                $date = $bill->due_date->format('Y-m-d');
+                if (isset($daily[$date])) {
+                    $daily[$date]['amount'] += $bill->balance_due;
+                    $daily[$date]['count']++;
+                }
+            }
 
-        $byDivision = $bills->groupBy('business_id')->map(fn ($divisionBills) => [
-            'division' => $divisionBills->first()->business,
-            'total' => $divisionBills->sum('balance_due'),
-            'count' => $divisionBills->count(),
-        ])->sortByDesc('total')->values();
+            $byVendor = $bills->groupBy('vendor_id')->map(fn ($vendorBills) => [
+                'vendor' => $vendorBills->first()->vendor,
+                'total' => $vendorBills->sum('balance_due'),
+                'count' => $vendorBills->count(),
+            ])->sortByDesc('total')->values();
 
-        return [
-            'daily' => array_values($daily),
-            'by_vendor' => $byVendor,
-            'by_division' => $byDivision,
-            'total' => $bills->sum('balance_due'),
-            'bill_count' => $bills->count(),
-        ];
+            $byDivision = $bills->groupBy('business_id')->map(fn ($divisionBills) => [
+                'division' => $divisionBills->first()->business,
+                'total' => $divisionBills->sum('balance_due'),
+                'count' => $divisionBills->count(),
+            ])->sortByDesc('total')->values();
+
+            return [
+                'daily' => array_values($daily),
+                'by_vendor' => $byVendor,
+                'by_division' => $byDivision,
+                'total' => $bills->sum('balance_due'),
+                'bill_count' => $bills->count(),
+            ];
+        });
     }
 
     /**
@@ -188,68 +204,72 @@ class FinanceAnalyticsService
             return collect();
         }
 
-        $children = Business::where('parent_id', $business->id)->get();
-        $yearStart = now()->startOfYear();
+        $cacheKey = 'finance_division_rollup_'.$business->id;
 
-        return $children->map(function ($child) use ($yearStart) {
-            // AP Metrics
-            $apOutstanding = ApBill::where('business_id', $child->id)
-                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
-                ->sum('balance_due');
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($business) {
+            $children = Business::where('parent_id', $business->id)->get();
+            $yearStart = now()->startOfYear();
 
-            $apOverdue = ApBill::where('business_id', $child->id)
-                ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
-                ->where('due_date', '<', now())
-                ->sum('balance_due');
+            return $children->map(function ($child) use ($yearStart) {
+                // AP Metrics
+                $apOutstanding = ApBill::where('business_id', $child->id)
+                    ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                    ->sum('balance_due');
 
-            $ytdPayments = ApPayment::where('business_id', $child->id)
-                ->where('status', ApPayment::STATUS_COMPLETED)
-                ->where('payment_date', '>=', $yearStart)
-                ->sum('amount');
+                $apOverdue = ApBill::where('business_id', $child->id)
+                    ->whereIn('status', [ApBill::STATUS_APPROVED, ApBill::STATUS_PARTIAL])
+                    ->where('due_date', '<', now())
+                    ->sum('balance_due');
 
-            $pendingApproval = ApBill::where('business_id', $child->id)
-                ->whereIn('status', [ApBill::STATUS_DRAFT, ApBill::STATUS_PENDING])
-                ->count();
+                $ytdPayments = ApPayment::where('business_id', $child->id)
+                    ->where('status', ApPayment::STATUS_COMPLETED)
+                    ->where('payment_date', '>=', $yearStart)
+                    ->sum('amount');
 
-            // AR Metrics
-            $arTotal = ArInvoice::where('business_id', $child->id)
-                ->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
-                ->sum('balance_due');
+                $pendingApproval = ApBill::where('business_id', $child->id)
+                    ->whereIn('status', [ApBill::STATUS_DRAFT, ApBill::STATUS_PENDING])
+                    ->count();
 
-            $arOverdue = ArInvoice::where('business_id', $child->id)
-                ->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
-                ->where('due_date', '<', now())
-                ->sum('balance_due');
+                // AR Metrics
+                $arTotal = ArInvoice::where('business_id', $child->id)
+                    ->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
+                    ->sum('balance_due');
 
-            // Count at-risk customers (overdue or on credit hold)
-            $atRiskCustomers = ArCustomer::where('business_id', $child->id)
-                ->where(function ($query) {
-                    $query->where('on_credit_hold', true)
-                        ->orWhereHas('invoices', function ($q) {
-                            $q->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
-                                ->where('due_date', '<', now());
-                        });
-                })
-                ->count();
+                $arOverdue = ArInvoice::where('business_id', $child->id)
+                    ->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
+                    ->where('due_date', '<', now())
+                    ->sum('balance_due');
 
-            $onHoldCustomers = ArCustomer::where('business_id', $child->id)
-                ->where('on_credit_hold', true)
-                ->count();
+                // Count at-risk customers (overdue or on credit hold)
+                $atRiskCustomers = ArCustomer::where('business_id', $child->id)
+                    ->where(function ($query) {
+                        $query->where('on_credit_hold', true)
+                            ->orWhereHas('invoices', function ($q) {
+                                $q->whereIn('status', [ArInvoice::STATUS_SENT, ArInvoice::STATUS_PARTIAL, ArInvoice::STATUS_OVERDUE])
+                                    ->where('due_date', '<', now());
+                            });
+                    })
+                    ->count();
 
-            return [
-                'division' => $child,
-                // AP
-                'ap_outstanding' => (float) $apOutstanding,
-                'ap_overdue' => (float) $apOverdue,
-                'ytd_payments' => (float) $ytdPayments,
-                'pending_approval' => $pendingApproval,
-                // AR
-                'ar_total' => (float) $arTotal,
-                'ar_overdue' => (float) $arOverdue,
-                'ar_at_risk' => $atRiskCustomers,
-                'ar_on_hold' => $onHoldCustomers,
-            ];
-        })->sortByDesc('ap_outstanding')->values();
+                $onHoldCustomers = ArCustomer::where('business_id', $child->id)
+                    ->where('on_credit_hold', true)
+                    ->count();
+
+                return [
+                    'division' => $child,
+                    // AP
+                    'ap_outstanding' => (float) $apOutstanding,
+                    'ap_overdue' => (float) $apOverdue,
+                    'ytd_payments' => (float) $ytdPayments,
+                    'pending_approval' => $pendingApproval,
+                    // AR
+                    'ar_total' => (float) $arTotal,
+                    'ar_overdue' => (float) $arOverdue,
+                    'ar_at_risk' => $atRiskCustomers,
+                    'ar_on_hold' => $onHoldCustomers,
+                ];
+            })->sortByDesc('ap_outstanding')->values();
+        });
     }
 
     /**
@@ -264,46 +284,50 @@ class FinanceAnalyticsService
             $businessIds = $this->getBusinessIdsWithChildren($business);
         }
 
-        $yearStart = now()->startOfYear();
+        $cacheKey = 'finance_vendor_spend_'.implode('_', $businessIds);
 
-        $ytdByVendor = ApPayment::whereIn('business_id', $businessIds)
-            ->where('status', ApPayment::STATUS_COMPLETED)
-            ->where('payment_date', '>=', $yearStart)
-            ->select('vendor_id')
-            ->selectRaw('SUM(amount) as total')
-            ->groupBy('vendor_id')
-            ->orderByDesc('total')
-            ->limit(10)
-            ->get()
-            ->map(fn ($row) => ['vendor' => ApVendor::find($row->vendor_id), 'total' => (float) $row->total]);
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($businessIds) {
+            $yearStart = now()->startOfYear();
 
-        $monthlyTrend = [];
-        for ($i = 11; $i >= 0; $i--) {
-            $month = now()->subMonths($i);
-            $total = ApPayment::whereIn('business_id', $businessIds)
+            $ytdByVendor = ApPayment::whereIn('business_id', $businessIds)
                 ->where('status', ApPayment::STATUS_COMPLETED)
-                ->whereBetween('payment_date', [$month->copy()->startOfMonth(), $month->copy()->endOfMonth()])
+                ->where('payment_date', '>=', $yearStart)
+                ->select('vendor_id')
+                ->selectRaw('SUM(amount) as total')
+                ->groupBy('vendor_id')
+                ->orderByDesc('total')
+                ->limit(10)
+                ->get()
+                ->map(fn ($row) => ['vendor' => ApVendor::find($row->vendor_id), 'total' => (float) $row->total]);
+
+            $monthlyTrend = [];
+            for ($i = 11; $i >= 0; $i--) {
+                $month = now()->subMonths($i);
+                $total = ApPayment::whereIn('business_id', $businessIds)
+                    ->where('status', ApPayment::STATUS_COMPLETED)
+                    ->whereBetween('payment_date', [$month->copy()->startOfMonth(), $month->copy()->endOfMonth()])
+                    ->sum('amount');
+
+                $monthlyTrend[] = ['month' => $month->format('M Y'), 'short' => $month->format('M'), 'amount' => (float) $total];
+            }
+
+            $mtdTotal = ApPayment::whereIn('business_id', $businessIds)
+                ->where('status', ApPayment::STATUS_COMPLETED)
+                ->where('payment_date', '>=', now()->startOfMonth())
                 ->sum('amount');
 
-            $monthlyTrend[] = ['month' => $month->format('M Y'), 'short' => $month->format('M'), 'amount' => (float) $total];
-        }
+            $ytdTotal = ApPayment::whereIn('business_id', $businessIds)
+                ->where('status', ApPayment::STATUS_COMPLETED)
+                ->where('payment_date', '>=', $yearStart)
+                ->sum('amount');
 
-        $mtdTotal = ApPayment::whereIn('business_id', $businessIds)
-            ->where('status', ApPayment::STATUS_COMPLETED)
-            ->where('payment_date', '>=', now()->startOfMonth())
-            ->sum('amount');
-
-        $ytdTotal = ApPayment::whereIn('business_id', $businessIds)
-            ->where('status', ApPayment::STATUS_COMPLETED)
-            ->where('payment_date', '>=', $yearStart)
-            ->sum('amount');
-
-        return [
-            'top_vendors' => $ytdByVendor,
-            'mtd_total' => (float) $mtdTotal,
-            'ytd_total' => (float) $ytdTotal,
-            'monthly_trend' => $monthlyTrend,
-        ];
+            return [
+                'top_vendors' => $ytdByVendor,
+                'mtd_total' => (float) $mtdTotal,
+                'ytd_total' => (float) $ytdTotal,
+                'monthly_trend' => $monthlyTrend,
+            ];
+        });
     }
 
     /**

app/Services/Accounting/VendorFinancialService.php

@@ -11,6 +11,7 @@ use App\Models\Accounting\FinancialActivity;
 use App\Models\Business;
 use Carbon\Carbon;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Cache;
 
 class VendorFinancialService
 {
@@ -26,57 +27,61 @@ class VendorFinancialService
             ? $business->divisions()->pluck('id')->push($business->id)->toArray()
             : [$business->id];
 
-        // Get all open bills
-        $openBills = ApBill::where('vendor_id', $vendor->id)
-            ->whereIn('business_id', $businessIds)
-            ->whereIn('status', ['open', 'partial'])
-            ->get();
+        $cacheKey = 'vendor_financial_summary_'.$vendor->id.'_'.implode('_', $businessIds);
 
-        $totalOpenAp = $openBills->sum('balance_due');
-        $now = now();
-
-        // Calculate aging buckets
-        $aging = $this->calculateAgingBuckets($openBills, $now);
-
-        // Past due calculations
-        $pastDueBills = $openBills->filter(fn ($bill) => $bill->due_date->lt($now));
-        $pastDueTotal = $pastDueBills->sum('balance_due');
-
-        // Last payment
-        $lastPayment = ApPayment::whereHas('bill', fn ($q) => $q->where('vendor_id', $vendor->id))
-            ->whereIn('business_id', $businessIds)
-            ->orderByDesc('payment_date')
-            ->first();
-
-        // Child businesses using this vendor
-        $childBusinessesUsing = [];
-        if ($includeChildren && $business->hasChildBusinesses()) {
-            $childBusinessesUsing = ApBill::where('vendor_id', $vendor->id)
+        return Cache::remember($cacheKey, now()->addHour(), function () use ($vendor, $business, $businessIds, $includeChildren) {
+            // Get all open bills
+            $openBills = ApBill::where('vendor_id', $vendor->id)
                 ->whereIn('business_id', $businessIds)
-                ->with('business')
-                ->get()
-                ->pluck('business')
-                ->unique('id')
-                ->values();
-        }
+                ->whereIn('status', ['open', 'partial'])
+                ->get();
 
-        return [
-            'vendor' => $vendor,
-            'total_open_ap' => $totalOpenAp,
-            'past_due_total' => $pastDueTotal,
-            'aging' => $aging,
-            'open_bill_count' => $openBills->count(),
-            'past_due_count' => $pastDueBills->count(),
-            'last_payment_date' => $lastPayment?->payment_date,
-            'last_payment_amount' => $lastPayment?->amount ?? 0,
-            'highest_aging_bucket' => $this->getHighestAgingBucket($aging),
-            'avg_payment_days' => $this->calculateAvgPaymentDays($vendor, $businessIds),
-            'child_businesses_using' => $childBusinessesUsing,
-            'ytd_paid' => $this->getYtdPaid($vendor, $businessIds),
-            'total_bills_all_time' => ApBill::where('vendor_id', $vendor->id)
+            $totalOpenAp = $openBills->sum('balance_due');
+            $now = now();
+
+            // Calculate aging buckets
+            $aging = $this->calculateAgingBuckets($openBills, $now);
+
+            // Past due calculations
+            $pastDueBills = $openBills->filter(fn ($bill) => $bill->due_date->lt($now));
+            $pastDueTotal = $pastDueBills->sum('balance_due');
+
+            // Last payment
+            $lastPayment = ApPayment::whereHas('bill', fn ($q) => $q->where('vendor_id', $vendor->id))
                 ->whereIn('business_id', $businessIds)
-                ->count(),
-        ];
+                ->orderByDesc('payment_date')
+                ->first();
+
+            // Child businesses using this vendor
+            $childBusinessesUsing = [];
+            if ($includeChildren && $business->hasChildBusinesses()) {
+                $childBusinessesUsing = ApBill::where('vendor_id', $vendor->id)
+                    ->whereIn('business_id', $businessIds)
+                    ->with('business')
+                    ->get()
+                    ->pluck('business')
+                    ->unique('id')
+                    ->values();
+            }
+
+            return [
+                'vendor' => $vendor,
+                'total_open_ap' => $totalOpenAp,
+                'past_due_total' => $pastDueTotal,
+                'aging' => $aging,
+                'open_bill_count' => $openBills->count(),
+                'past_due_count' => $pastDueBills->count(),
+                'last_payment_date' => $lastPayment?->payment_date,
+                'last_payment_amount' => $lastPayment?->amount ?? 0,
+                'highest_aging_bucket' => $this->getHighestAgingBucket($aging),
+                'avg_payment_days' => $this->calculateAvgPaymentDays($vendor, $businessIds),
+                'child_businesses_using' => $childBusinessesUsing,
+                'ytd_paid' => $this->getYtdPaid($vendor, $businessIds),
+                'total_bills_all_time' => ApBill::where('vendor_id', $vendor->id)
+                    ->whereIn('business_id', $businessIds)
+                    ->count(),
+            ];
+        });
     }
 
     /**

app/Services/Cannaiq/AdvancedV3IntelligenceDTO.php

@@ -0,0 +1,533 @@
+<?php
+
+namespace App\Services\Cannaiq;
+
+/**
+ * Advanced v4 Intelligence Data Transfer Object
+ *
+ * Contains advanced brand intelligence analytics including:
+ * - Brand positioning and differentiation scoring (v3)
+ * - Trend lead/lag analysis (predictive vs laggy behavior) (v3)
+ * - Cross-state market signals (v3)
+ * - Shelf displacement opportunities (v3)
+ * - Shelf value projections with capture scenarios (v4)
+ *
+ * v4.0 Additions:
+ * - shelfValueProjections: Revenue projections by scope (store/state/multi_state)
+ * - capture_scenarios: 10%, 25%, 50% market capture modeling
+ * - opportunity_label: "Big prize, low effort" etc.
+ * - consumerDemand: Consumer Demand Index + SKU lifecycle stages
+ * - elasticity: Price elasticity metrics per SKU
+ * - competitiveThreat: Competitive pressure scoring
+ * - portfolioBalance: Category mix, redundancy clusters, gaps
+ *
+ * All data is derived from existing CannaiQ + internal data; no new scrapes.
+ */
+class AdvancedV3IntelligenceDTO
+{
+    public function __construct(
+        // v3.0 fields
+        public readonly ?array $brandPositioning = null,
+        public readonly ?array $trendLeadLag = null,
+        public readonly array $marketSignals = [],
+        public readonly array $shelfOpportunities = [],
+        // v4.0: Shelf value projections with capture scenarios
+        public readonly array $shelfValueProjections = [],
+        // v4.0: Consumer Demand Index + SKU lifecycle
+        public readonly ?array $consumerDemand = null,
+        // v4.0: Price elasticity metrics
+        public readonly ?array $elasticity = null,
+        // v4.0: Competitive threat scoring
+        public readonly ?array $competitiveThreat = null,
+        // v4.0: Portfolio balance analysis
+        public readonly ?array $portfolioBalance = null,
+    ) {}
+
+    /**
+     * Create empty DTO when data is unavailable
+     */
+    public static function empty(): self
+    {
+        return new self(
+            brandPositioning: null,
+            trendLeadLag: null,
+            marketSignals: [],
+            shelfOpportunities: [],
+            shelfValueProjections: [],
+            consumerDemand: null,
+            elasticity: null,
+            competitiveThreat: null,
+            portfolioBalance: null,
+        );
+    }
+
+    /**
+     * Create empty brand positioning structure
+     *
+     * Structure:
+     * - differentiation_score: 0-100 (how unique vs competitors)
+     * - positioning_label: 'more_of_the_same'|'value_disruptor'|'premium_standout'|'potency_leader'|'format_outlier'
+     * - comparables: Array of similar brands with distance scores
+     * - notes: Array of bullet explanations
+     */
+    public static function emptyBrandPositioning(): array
+    {
+        return [
+            'differentiation_score' => null,
+            'positioning_label' => 'more_of_the_same',
+            'comparables' => [],
+            'notes' => [],
+        ];
+    }
+
+    /**
+     * Create empty trend lead/lag structure
+     *
+     * Structure:
+     * - lead_lag_index: -100 (laggy) to +100 (predictive)
+     * - classification: 'strong_leader'|'emerging_leader'|'in_line'|'follower'|'laggy'
+     * - supporting_signals: Array of category-level signals
+     */
+    public static function emptyTrendLeadLag(): array
+    {
+        return [
+            'lead_lag_index' => 0,
+            'classification' => 'in_line',
+            'supporting_signals' => [],
+        ];
+    }
+
+    /**
+     * Create empty market signal structure
+     *
+     * Structure:
+     * - scope: 'multi_state'|'state'|'category'
+     * - state_code: optional state
+     * - category: optional category
+     * - description: human-readable summary
+     * - trend_strength: 0-100
+     * - relevant_to_brand: bool
+     * - brand_fit: 'strong_fit'|'partial_fit'|'gap'
+     * - example_brand: optional example
+     */
+    public static function emptyMarketSignal(): array
+    {
+        return [
+            'scope' => 'category',
+            'state_code' => null,
+            'category' => null,
+            'description' => '',
+            'trend_strength' => 0,
+            'relevant_to_brand' => false,
+            'brand_fit' => 'gap',
+            'example_brand' => null,
+        ];
+    }
+
+    /**
+     * Create empty shelf opportunity structure
+     *
+     * Structure:
+     * - store_id: CannaiQ store external ID
+     * - store_name: Store display name
+     * - state_code: State abbreviation
+     * - opportunity_type: 'whitespace'|'displacement'
+     * - competitor_brand: null for whitespace
+     * - competitor_product_name: null for whitespace
+     * - our_best_sku_id: our matching product ID
+     * - our_best_sku_name: our matching product name
+     * - est_monthly_units_current: competitor's current volume
+     * - est_monthly_units_if_we_win: projected volume if we win
+     * - est_monthly_revenue_if_we_win: projected revenue
+     * - quality_score_delta: -100 to +100 (positive = we're better)
+     * - value_score_delta: -100 to +100 (positive = better value)
+     * - displacement_difficulty: 'low'|'medium'|'high'
+     * - difficulty_score: 0-100 (100 = hardest)
+     * - rationale_tags: Array of reason strings
+     */
+    public static function emptyShelfOpportunity(): array
+    {
+        return [
+            'store_id' => null,
+            'store_name' => 'Unknown',
+            'state_code' => null,
+            'opportunity_type' => 'whitespace',
+            'competitor_brand' => null,
+            'competitor_product_name' => null,
+            'our_best_sku_id' => null,
+            'our_best_sku_name' => null,
+            'est_monthly_units_current' => 0,
+            'est_monthly_units_if_we_win' => 0,
+            'est_monthly_revenue_if_we_win' => 0,
+            'quality_score_delta' => 0,
+            'value_score_delta' => 0,
+            'displacement_difficulty' => 'medium',
+            'difficulty_score' => 50,
+            'rationale_tags' => [],
+        ];
+    }
+
+    /**
+     * Create empty shelf value projection structure (v4.0)
+     *
+     * Structure:
+     * - scope: 'store'|'state'|'multi_state' - geographic scope of projection
+     * - store_id: CannaiQ store ID (when scope='store')
+     * - store_name: Store display name (when scope='store')
+     * - state_code: State abbreviation (when scope='store' or 'state')
+     * - current_competitor_sales: Competitor revenue currently on shelf
+     * - category_total_sales: Total category sales at location
+     * - our_current_share: Our % of category sales (0.0-1.0)
+     * - our_current_shelf_value: Our current monthly revenue at location
+     * - avg_displacement_difficulty: 0-100 (aggregated from opportunities)
+     * - opportunity_label: 'Big prize, low effort'|'Low-hanging fruit'|'High potential, high difficulty'|'Grind zone'
+     * - capture_scenarios: Array of capture scenario projections
+     */
+    public static function emptyShelfValueProjection(): array
+    {
+        return [
+            'scope' => 'store',
+            'store_id' => null,
+            'store_name' => null,
+            'state_code' => null,
+            'current_competitor_sales' => 0,
+            'category_total_sales' => 0,
+            'our_current_share' => 0,
+            'our_current_shelf_value' => 0,
+            'avg_displacement_difficulty' => 50,
+            'opportunity_label' => 'Grind zone',
+            'capture_scenarios' => [],
+        ];
+    }
+
+    /**
+     * Create empty capture scenario structure (v4.0)
+     *
+     * Structure:
+     * - capture_percent: 10|25|50 - % of competitor shelf to capture
+     * - projected_monthly_revenue: Revenue if we achieve this capture
+     * - projected_units: Units if we achieve this capture
+     * - revenue_lift_from_current: Delta from our current revenue
+     * - effort_level: 'low'|'medium'|'high' - based on difficulty + capture %
+     */
+    public static function emptyCaptureScenario(): array
+    {
+        return [
+            'capture_percent' => 10,
+            'projected_monthly_revenue' => 0,
+            'projected_units' => 0,
+            'revenue_lift_from_current' => 0,
+            'effort_level' => 'medium',
+        ];
+    }
+
+    /**
+     * Get opportunity label based on value and difficulty
+     *
+     * @param  float  $value  Estimated monthly revenue opportunity
+     * @param  int  $difficulty  0-100 difficulty score
+     */
+    public static function getOpportunityLabel(float $value, int $difficulty): string
+    {
+        // High value threshold: $5,000/mo
+        // Low difficulty threshold: 40
+        $highValue = $value >= 5000;
+        $lowDifficulty = $difficulty <= 40;
+
+        return match (true) {
+            $highValue && $lowDifficulty => 'Big prize, low effort',
+            ! $highValue && $lowDifficulty => 'Low-hanging fruit',
+            $highValue && ! $lowDifficulty => 'High potential, high difficulty',
+            default => 'Grind zone',
+        };
+    }
+
+    /**
+     * Convert to array for views
+     */
+    public function toArray(): array
+    {
+        return [
+            'brandPositioning' => $this->brandPositioning,
+            'trendLeadLag' => $this->trendLeadLag,
+            'marketSignals' => $this->marketSignals,
+            'shelfOpportunities' => $this->shelfOpportunities,
+            'shelfValueProjections' => $this->shelfValueProjections,
+            'consumerDemand' => $this->consumerDemand,
+            'elasticity' => $this->elasticity,
+            'competitiveThreat' => $this->competitiveThreat,
+            'portfolioBalance' => $this->portfolioBalance,
+        ];
+    }
+
+    /**
+     * Check if any v3/v4 intelligence data is available
+     */
+    public function hasData(): bool
+    {
+        return $this->brandPositioning !== null
+            || $this->trendLeadLag !== null
+            || ! empty($this->marketSignals)
+            || ! empty($this->shelfOpportunities)
+            || ! empty($this->shelfValueProjections)
+            || $this->consumerDemand !== null
+            || $this->elasticity !== null
+            || $this->competitiveThreat !== null
+            || $this->portfolioBalance !== null;
+    }
+
+    /**
+     * Create empty consumer demand structure (v4.0)
+     *
+     * Structure:
+     * - consumer_demand_index: 0-100 overall brand demand score
+     * - sku_scores: Array of per-SKU demand metrics
+     */
+    public static function emptyConsumerDemand(): array
+    {
+        return [
+            'consumer_demand_index' => null,
+            'sku_scores' => [],
+        ];
+    }
+
+    /**
+     * Create empty SKU demand score structure (v4.0)
+     *
+     * Structure:
+     * - product_id: Internal product ID
+     * - product_name: Display name
+     * - demand_index: 0-100 demand score
+     * - promo_independence: 0-100 (higher = sells well without promos)
+     * - cross_store_consistency: 0-100 (higher = consistent across stores)
+     * - stage: 'launch'|'growth'|'peak'|'decline'|'terminal'|null
+     */
+    public static function emptySkuDemandScore(): array
+    {
+        return [
+            'product_id' => null,
+            'product_name' => 'Unknown',
+            'demand_index' => null,
+            'promo_independence' => null,
+            'cross_store_consistency' => null,
+            'stage' => null,
+        ];
+    }
+
+    /**
+     * Create empty elasticity structure (v4.0)
+     *
+     * Structure:
+     * - sku_elasticity: Array of per-SKU price elasticity metrics
+     */
+    public static function emptyElasticity(): array
+    {
+        return [
+            'sku_elasticity' => [],
+        ];
+    }
+
+    /**
+     * Create empty SKU elasticity structure (v4.0)
+     *
+     * Structure:
+     * - product_id: Internal product ID
+     * - product_name: Display name
+     * - current_price: Current average price
+     * - elasticity: Numeric elasticity coefficient (negative = price sensitive)
+     * - price_behavior: 'sensitive'|'stable'|'room_to_raise'|null
+     * - note: Human-readable recommendation
+     */
+    public static function emptySkuElasticity(): array
+    {
+        return [
+            'product_id' => null,
+            'product_name' => 'Unknown',
+            'current_price' => null,
+            'elasticity' => null,
+            'price_behavior' => null,
+            'note' => null,
+        ];
+    }
+
+    /**
+     * Create empty competitive threat structure (v4.0)
+     *
+     * Structure:
+     * - overall_threat_score: 0-100 aggregate threat level
+     * - threat_level: 'low'|'medium'|'high'
+     * - threats: Array of competitor threat details
+     */
+    public static function emptyCompetitiveThreat(): array
+    {
+        return [
+            'overall_threat_score' => null,
+            'threat_level' => null,
+            'threats' => [],
+        ];
+    }
+
+    /**
+     * Create empty competitor threat structure (v4.0)
+     *
+     * Structure:
+     * - brand_name: Competitor brand name
+     * - threat_score: 0-100 individual threat score
+     * - price_aggression: 0-100 (how aggressively they undercut)
+     * - velocity_trend: -100 to +100 (their growth vs decline)
+     * - overlap_score: 0-100 (category/store overlap)
+     * - notes: Array of threat reasons
+     */
+    public static function emptyThreatBrand(): array
+    {
+        return [
+            'brand_name' => 'Unknown',
+            'threat_score' => null,
+            'price_aggression' => null,
+            'velocity_trend' => null,
+            'overlap_score' => null,
+            'notes' => [],
+        ];
+    }
+
+    /**
+     * Create empty portfolio balance structure (v4.0)
+     *
+     * Structure:
+     * - category_mix: Array of category distribution
+     * - redundancy_clusters: Array of similar SKU groupings
+     * - gaps: Array of identified portfolio gaps
+     */
+    public static function emptyPortfolioBalance(): array
+    {
+        return [
+            'category_mix' => [],
+            'redundancy_clusters' => [],
+            'gaps' => [],
+        ];
+    }
+
+    /**
+     * Create empty category mix item structure (v4.0)
+     */
+    public static function emptyCategoryMix(): array
+    {
+        return [
+            'category' => 'Unknown',
+            'sku_count' => 0,
+            'revenue_share_percent' => null,
+        ];
+    }
+
+    /**
+     * Create empty redundancy cluster structure (v4.0)
+     */
+    public static function emptyRedundancyCluster(): array
+    {
+        return [
+            'cluster_id' => null,
+            'label' => 'Unknown',
+            'product_ids' => [],
+            'note' => null,
+        ];
+    }
+
+    /**
+     * Create empty portfolio gap structure (v4.0)
+     */
+    public static function emptyPortfolioGap(): array
+    {
+        return [
+            'category' => 'Unknown',
+            'description' => null,
+        ];
+    }
+
+    /**
+     * Get threat level label from score
+     */
+    public static function getThreatLevel(float $score): string
+    {
+        return match (true) {
+            $score >= 70 => 'high',
+            $score >= 40 => 'medium',
+            default => 'low',
+        };
+    }
+
+    /**
+     * Get lifecycle stage from velocity metrics
+     *
+     * @param  float  $velocity  Current daily velocity
+     * @param  float|null  $velocityTrend  % change vs prior period (-100 to +100)
+     * @param  float  $categoryAvgVelocity  Category average velocity
+     */
+    public static function getLifecycleStage(float $velocity, ?float $velocityTrend, float $categoryAvgVelocity): string
+    {
+        $relativeVelocity = $categoryAvgVelocity > 0 ? $velocity / $categoryAvgVelocity : 0;
+
+        // Very low velocity with flat/declining trend = terminal
+        if ($relativeVelocity < 0.2 && ($velocityTrend === null || $velocityTrend <= 0)) {
+            return 'terminal';
+        }
+
+        // Low velocity but growing = launch
+        if ($relativeVelocity < 0.5 && $velocityTrend !== null && $velocityTrend > 20) {
+            return 'launch';
+        }
+
+        // Medium velocity with strong growth = growth
+        if ($velocityTrend !== null && $velocityTrend > 10) {
+            return 'growth';
+        }
+
+        // High velocity, stable = peak
+        if ($relativeVelocity >= 0.8 && ($velocityTrend === null || abs($velocityTrend) <= 10)) {
+            return 'peak';
+        }
+
+        // Declining = decline
+        if ($velocityTrend !== null && $velocityTrend < -10) {
+            return 'decline';
+        }
+
+        // Default to growth for healthy products
+        return 'growth';
+    }
+
+    /**
+     * Get positioning label for display
+     */
+    public function getPositioningLabelDisplay(): string
+    {
+        if (! $this->brandPositioning) {
+            return 'Unknown';
+        }
+
+        return match ($this->brandPositioning['positioning_label'] ?? 'more_of_the_same') {
+            'value_disruptor' => 'Value Disruptor',
+            'premium_standout' => 'Premium Standout',
+            'potency_leader' => 'Potency Leader',
+            'format_outlier' => 'Format Outlier',
+            default => 'More of the Same',
+        };
+    }
+
+    /**
+     * Get trend classification for display
+     */
+    public function getTrendClassificationDisplay(): string
+    {
+        if (! $this->trendLeadLag) {
+            return 'Unknown';
+        }
+
+        return match ($this->trendLeadLag['classification'] ?? 'in_line') {
+            'strong_leader' => 'Predictive (Leads Market)',
+            'emerging_leader' => 'Early Mover',
+            'follower' => 'Follower',
+            'laggy' => 'Laggy (Follows Late)',
+            default => 'In Line with Market',
+        };
+    }
+}

app/Services/Cannaiq/BrandAnalysisDTO.php

@@ -0,0 +1,337 @@
+<?php
+
+namespace App\Services\Cannaiq;
+
+/**
+ * Brand Analysis Data Transfer Object (v3.0)
+ *
+ * Contains all market intelligence data for a brand, structured for the Analysis page.
+ * When CannaiQ is disabled, contains only internal sales data.
+ * When CannaiQ is enabled, enriched with market intelligence.
+ *
+ * v2.0 Additions:
+ * - engagement: Buyer outreach and response tracking (always available)
+ * - sentiment: Store support and brand positioning (CannaiQ only)
+ *
+ * v3.0 Additions:
+ * - advancedV3: Advanced intelligence analytics (CannaiQ only)
+ *   - brandPositioning: Differentiation score and positioning label
+ *   - trendLeadLag: Predictive vs laggy behavior analysis
+ *   - marketSignals: Cross-state market trends
+ *   - shelfOpportunities: Displacement opportunities with difficulty scores
+ *
+ * Structure Reference (v1.5):
+ *
+ * placement: [
+ *   'stores' => [...],                    // List of stores carrying brand
+ *   'whitespaceStores' => [...],          // v1.5: Stores with competitors but not us
+ *   'whitespaceCount' => int,             // v1.5: Count of whitespace opportunities
+ *   'penetrationByRegion' => [            // v1.5: Regional breakdown
+ *     ['region' => 'CA', 'storeCount' => 10, 'totalStores' => 50, 'penetrationPercent' => 20],
+ *   ],
+ * ]
+ *
+ * competitors: [
+ *   'competitors' => [...],               // List of competitor brands
+ *   'pricePosition' => 'value'|'mid'|'premium',  // v1.5: Our price position
+ *   'headToHeadSkus' => [                 // v1.5: Direct SKU comparisons
+ *     ['ourSku' => '...', 'competitorSku' => '...', 'ourVelocity' => 0.5, ...],
+ *   ],
+ *   'marketShareTrend' => [               // v1.5: Time series market share
+ *     ['period' => '2025-01', 'ourShare' => 12.5, 'competitor1Share' => 15.2, ...],
+ *   ],
+ * ]
+ *
+ * promoPerformance: [
+ *   [
+ *     'id' => ..., 'name' => ...,
+ *     'baselineVelocity' => float,        // v1.5: Non-promo velocity
+ *     'promoVelocity' => float,           // v1.5: During-promo velocity
+ *     'velocityLift' => float,            // v1.5: Percent lift
+ *     'efficiencyScore' => float,         // v1.5: Units gained per discount dollar
+ *   ],
+ * ]
+ *
+ * inventoryProjection: [
+ *   'items' => [                          // v1.5: Structured items array
+ *     ['sku' => '...', 'daysOfStock' => int, 'riskLevel' => 'low'|'medium'|'high', ...],
+ *   ],
+ *   'overstockedItems' => [...],          // v1.5: Items with >90 days supply
+ *   'rollup' => [                         // v1.5: Brand-level summary
+ *     'criticalCount' => int,
+ *     'warningCount' => int,
+ *     'overstockedSkuCount' => int,
+ *     'riskLevel' => 'healthy'|'moderate'|'elevated'|'critical',
+ *   ],
+ * ]
+ *
+ * slippage: [
+ *   'alerts' => [...],                    // Basic alerts (existing)
+ *   'summary' => [                        // v1.5: Summary metrics
+ *     'lostStores30dCount' => int,
+ *     'lostStores60dCount' => int,
+ *     'lostSkus30dCount' => int,
+ *     'competitorTakeoverCount' => int,
+ *   ],
+ *   'lostStores30d' => [...],             // v1.5: List of lost stores
+ *   'lostStores60d' => [...],
+ *   'lostSkus30d' => [...],               // v1.5: List of lost SKUs
+ *   'competitorTakeovers' => [...],       // v1.5: SKU replacement events
+ *   'oosMetrics' => [                     // v1.5: Out-of-stock metrics
+ *     'avgOOSDuration' => float,
+ *     'avgReorderLag' => float,
+ *     'chronicOOSStores' => [...],
+ *   ],
+ * ]
+ *
+ * engagement: [                              // v2.0: Buyer outreach & response (ALWAYS available)
+ *   'reach' => [
+ *     'storesContacted30d' => int,           // Unique stores contacted
+ *     'messagesSent30d' => int,              // Total outbound messages
+ *     'touchesPerStore' => float,            // Avg touches per store
+ *     'repActivityLeaders' => [...],         // Top reps by activity
+ *   ],
+ *   'response' => [
+ *     'responseRate' => float,               // 0..1 reply rate
+ *     'avgResponseTimeHours' => float|null,  // Median reply time
+ *     'storesNotResponding' => int,          // Silent accounts
+ *     'mostEngagedStores' => [...],          // Top responding stores
+ *   ],
+ *   'actions' => [
+ *     'quotesIssued30d' => int,              // Quotes tied to brand
+ *     'ordersPlaced30d' => int,              // Orders with brand products
+ *     'conversionRate' => float|null,        // Quotes → Orders
+ *     'reorderRate' => float|null,           // Repeat buyers
+ *     'atRiskAccounts' => [...],             // Accounts needing attention
+ *   ],
+ *   'quality' => [
+ *     'touchTypeBreakdown' => [...],         // By channel type
+ *     'buyerEngagementScore' => float|null,  // 0..100
+ *     'buyerEngagementLabel' => string,      // "Strong partner" / "Healthy" / "At risk" / "Needs action"
+ *   ],
+ * ]
+ *
+ * sentiment: [                               // v2.0: Store support (CannaiQ ONLY - null when disabled)
+ *   'storeSupport' => [
+ *     'storesPromotingBrand30d' => int,      // Stores with active promos
+ *     'promoFrequencyPerStore' => float|null,// Promos per store
+ *     'featuredPlacementCount' => int,       // Featured/specials count
+ *     'avgShelfShare' => float|null,         // Category share
+ *     'storeSentimentScore' => float|null,   // 0..100
+ *     'storeSentimentLabel' => string,       // "Advocates" / "Supportive" / "Neutral" / "Unsupportive"
+ *   ],
+ *   'pricingBehavior' => [
+ *     'avgDiscountRate' => float|null,       // Avg promo discount
+ *     'priceRespectIndex' => float|null,     // 0..100 (MSRP adherence)
+ *     'competitorPricePressure' => float|null, // 0..100
+ *   ],
+ *   'inventoryBehavior' => [
+ *     'sellThroughAfterRestock' => float|null, // Units/day post-restock
+ *     'restockUrgencyIndex' => float|null,   // 0..100 (faster reorders = higher)
+ *     'stockNeglectEvents' => int,           // Extended OOS events
+ *     'shelfCommitment' => [
+ *       'singleSkuStores' => int,            // Stores with 1 SKU
+ *       'multiSkuStores' => int,             // Stores with 3+ SKUs
+ *       'avgSkusPerStore' => float|null,     // Avg SKU depth
+ *     ],
+ *   ],
+ * ]
+ */
+class BrandAnalysisDTO
+{
+    public function __construct(
+        // Core metadata
+        public readonly int $brandId,
+        public readonly string $brandName,
+        public readonly bool $cannaiqEnabled,
+        public readonly ?\DateTimeInterface $dataFreshness = null,
+
+        // Connection error message (when CannaiQ is enabled but API fails)
+        public readonly ?string $connectionError = null,
+
+        // Store placement data (v1.5: enriched with whitespace + regional)
+        public readonly array $placement = [],
+
+        // Competitor analysis (v1.5: enriched with head-to-head + trends)
+        public readonly array $competitors = [],
+
+        // SKU performance data
+        public readonly array $skuPerformance = [],
+
+        // Promo performance data (v1.5: enriched with lift + efficiency)
+        public readonly array $promoPerformance = [],
+
+        // Inventory projections (v1.5: enriched with risk levels + rollup)
+        public readonly array $inventoryProjection = [],
+
+        // Slippage/velocity warnings (v1.5: fully structured)
+        public readonly array $slippage = [],
+
+        // Summary metrics (v1.5: enriched with whitespace count)
+        public readonly array $summary = [],
+
+        // v2.0: Buyer engagement (internal CRM + orders - ALWAYS available)
+        public readonly array $engagement = [],
+
+        // v2.0: Store sentiment (CannaiQ data - ONLY when cannaiq_enabled)
+        public readonly ?array $sentiment = null,
+
+        // v3.0: Advanced intelligence (CannaiQ data - ONLY when cannaiq_enabled)
+        public readonly ?AdvancedV3IntelligenceDTO $advancedV3 = null,
+    ) {}
+
+    /**
+     * Create empty DTO for when data is unavailable
+     */
+    public static function empty(int $brandId, string $brandName, bool $cannaiqEnabled): self
+    {
+        return new self(
+            brandId: $brandId,
+            brandName: $brandName,
+            cannaiqEnabled: $cannaiqEnabled,
+            dataFreshness: null,
+            placement: [
+                'stores' => [],
+                'whitespaceStores' => [],
+                'whitespaceCount' => 0,
+                'penetrationByRegion' => [],
+            ],
+            competitors: [
+                'competitors' => [],
+                'pricePosition' => null,
+                'headToHeadSkus' => [],
+                'marketShareTrend' => [],
+            ],
+            skuPerformance: [],
+            promoPerformance: [],
+            inventoryProjection: [
+                'items' => [],
+                'overstockedItems' => [],
+                'rollup' => [
+                    'criticalCount' => 0,
+                    'warningCount' => 0,
+                    'overstockedSkuCount' => 0,
+                    'riskLevel' => 'healthy',
+                ],
+            ],
+            slippage: [
+                'alerts' => [],
+                'summary' => [
+                    'lostStores30dCount' => 0,
+                    'lostStores60dCount' => 0,
+                    'lostSkus30dCount' => 0,
+                    'competitorTakeoverCount' => 0,
+                ],
+                'lostStores30d' => [],
+                'lostStores60d' => [],
+                'lostSkus30d' => [],
+                'competitorTakeovers' => [],
+                'oosMetrics' => [
+                    'avgOOSDuration' => null,
+                    'avgReorderLag' => null,
+                    'chronicOOSStores' => [],
+                ],
+            ],
+            summary: [
+                'totalStores' => 0,
+                'totalSkus' => 0,
+                'avgPrice' => 0,
+                'marketShare' => null,
+                'pricePosition' => null,
+                'whitespaceCount' => 0,
+            ],
+            engagement: self::emptyEngagement(),
+            sentiment: null,
+            advancedV3: null,
+        );
+    }
+
+    /**
+     * Get empty engagement structure
+     */
+    public static function emptyEngagement(): array
+    {
+        return [
+            'reach' => [
+                'storesContacted30d' => 0,
+                'messagesSent30d' => 0,
+                'touchesPerStore' => 0,
+                'repActivityLeaders' => [],
+            ],
+            'response' => [
+                'responseRate' => 0,
+                'avgResponseTimeHours' => null,
+                'storesNotResponding' => 0,
+                'mostEngagedStores' => [],
+            ],
+            'actions' => [
+                'quotesIssued30d' => 0,
+                'ordersPlaced30d' => 0,
+                'conversionRate' => null,
+                'reorderRate' => null,
+                'atRiskAccounts' => [],
+            ],
+            'quality' => [
+                'touchTypeBreakdown' => [],
+                'buyerEngagementScore' => null,
+                'buyerEngagementLabel' => 'Needs action',
+            ],
+        ];
+    }
+
+    /**
+     * Get empty sentiment structure
+     */
+    public static function emptySentiment(): array
+    {
+        return [
+            'storeSupport' => [
+                'storesPromotingBrand30d' => 0,
+                'promoFrequencyPerStore' => null,
+                'featuredPlacementCount' => 0,
+                'avgShelfShare' => null,
+                'storeSentimentScore' => null,
+                'storeSentimentLabel' => 'Neutral',
+            ],
+            'pricingBehavior' => [
+                'avgDiscountRate' => null,
+                'priceRespectIndex' => null,
+                'competitorPricePressure' => null,
+            ],
+            'inventoryBehavior' => [
+                'sellThroughAfterRestock' => null,
+                'restockUrgencyIndex' => null,
+                'stockNeglectEvents' => 0,
+                'shelfCommitment' => [
+                    'singleSkuStores' => 0,
+                    'multiSkuStores' => 0,
+                    'avgSkusPerStore' => null,
+                ],
+            ],
+        ];
+    }
+
+    /**
+     * Convert to array for views
+     */
+    public function toArray(): array
+    {
+        return [
+            'brandId' => $this->brandId,
+            'brandName' => $this->brandName,
+            'cannaiqEnabled' => $this->cannaiqEnabled,
+            'connectionError' => $this->connectionError,
+            'dataFreshness' => $this->dataFreshness?->format('Y-m-d H:i:s'),
+            'placement' => $this->placement,
+            'competitors' => $this->competitors,
+            'skuPerformance' => $this->skuPerformance,
+            'promoPerformance' => $this->promoPerformance,
+            'inventoryProjection' => $this->inventoryProjection,
+            'slippage' => $this->slippage,
+            'summary' => $this->summary,
+            'engagement' => $this->engagement,
+            'sentiment' => $this->sentiment,
+            'advancedV3' => $this->advancedV3?->toArray(),
+        ];
+    }
+}

app/Services/Cannaiq/CannaiqClient.php

@@ -0,0 +1,571 @@
+<?php
+
+namespace App\Services\Cannaiq;
+
+use Illuminate\Http\Client\PendingRequest;
+use Illuminate\Support\Facades\Http;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * CannaiQ API Client
+ *
+ * Connects to the CannaiQ Marketing Intelligence API to fetch:
+ * - Store metrics (pricing position, market share, trends)
+ * - Product metrics (velocity, pricing history, competitor positioning)
+ * - Competitor snapshots (out-of-stock, pricing, promotions)
+ *
+ * API Base URL: https://cannaiq.co/api/v1
+ * Authentication: X-API-Key header (trusted origins and localhost bypass auth)
+ */
+class CannaiqClient
+{
+    protected PendingRequest $http;
+
+    protected string $baseUrl;
+
+    protected ?string $apiKey;
+
+    public function __construct()
+    {
+        $this->baseUrl = config('services.cannaiq.base_url', 'https://cannaiq.co/api/v1');
+        $this->apiKey = config('services.cannaiq.api_key');
+
+        $this->http = Http::baseUrl($this->baseUrl)
+            ->timeout(30)
+            ->retry(3, 100, function ($exception) {
+                return $exception instanceof \Illuminate\Http\Client\ConnectionException;
+            })
+            ->withHeaders($this->getHeaders());
+    }
+
+    /**
+     * Get headers for API requests
+     */
+    protected function getHeaders(): array
+    {
+        $headers = [
+            'Accept' => 'application/json',
+            'Content-Type' => 'application/json',
+        ];
+
+        // Add API key if configured (not needed for trusted origins *.cannabrands.app)
+        if ($this->apiKey) {
+            $headers['X-API-Key'] = $this->apiKey;
+        }
+
+        return $headers;
+    }
+
+    /**
+     * List all stores (paginated)
+     *
+     * @param  int  $limit  Number of stores to return
+     * @param  int  $offset  Pagination offset
+     */
+    public function listStores(int $limit = 50, int $offset = 0): array
+    {
+        try {
+            $response = $this->http->get('/stores', [
+                'limit' => $limit,
+                'offset' => $offset,
+            ]);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to list stores', [
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to list stores', 'stores' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception listing stores', [
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'stores' => []];
+        }
+    }
+
+    /**
+     * Get store details
+     *
+     * @param  string  $storeId  CannaiQ store ID
+     */
+    public function getStore(string $storeId): array
+    {
+        try {
+            $response = $this->http->get("/stores/{$storeId}");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch store', [
+                'store_id' => $storeId,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch store'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching store', [
+                'store_id' => $storeId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get store performance metrics
+     * Returns: product counts, brands, categories, price stats, stock health
+     *
+     * @param  string  $storeId  CannaiQ store ID
+     */
+    public function getStoreMetrics(string $storeId): array
+    {
+        try {
+            $response = $this->http->get("/stores/{$storeId}/metrics");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch store metrics', [
+                'store_id' => $storeId,
+                'status' => $response->status(),
+                'body' => $response->body(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch store metrics'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching store metrics', [
+                'store_id' => $storeId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get store's product catalog
+     *
+     * @param  string  $storeId  CannaiQ store ID
+     * @param  int  $limit  Number of products to return
+     * @param  int  $offset  Pagination offset
+     */
+    public function getStoreProducts(string $storeId, int $limit = 100, int $offset = 0): array
+    {
+        try {
+            $response = $this->http->get("/stores/{$storeId}/products", [
+                'limit' => $limit,
+                'offset' => $offset,
+            ]);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch store products', [
+                'store_id' => $storeId,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch store products', 'products' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching store products', [
+                'store_id' => $storeId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'products' => []];
+        }
+    }
+
+    /**
+     * Get product-level metrics with price changes since last crawl
+     *
+     * @param  string  $storeId  CannaiQ store ID
+     * @param  int  $limit  Number of products to return
+     * @param  int  $offset  Pagination offset
+     */
+    public function getStoreProductMetrics(string $storeId, int $limit = 100, int $offset = 0): array
+    {
+        try {
+            $response = $this->http->get("/stores/{$storeId}/product-metrics", [
+                'limit' => $limit,
+                'offset' => $offset,
+            ]);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch product metrics', [
+                'store_id' => $storeId,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch product metrics', 'products' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching product metrics', [
+                'store_id' => $storeId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'products' => []];
+        }
+    }
+
+    /**
+     * Get competitor snapshot for a store
+     * Returns: nearby competitors, price comparisons, brand overlap
+     *
+     * @param  string  $storeId  CannaiQ store ID
+     */
+    public function getStoreCompetitorSnapshot(string $storeId): array
+    {
+        try {
+            $response = $this->http->get("/stores/{$storeId}/competitor-snapshot");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch competitor snapshot', [
+                'store_id' => $storeId,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch competitor snapshot'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching competitor snapshot', [
+                'store_id' => $storeId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Search products across all stores
+     *
+     * @param  string  $query  Search query
+     * @param  array  $filters  Optional filters (category, brand, etc)
+     */
+    public function searchProducts(string $query, array $filters = []): array
+    {
+        try {
+            $params = array_merge(['q' => $query, 'limit' => 50], $filters);
+            $response = $this->http->get('/products', $params);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Search failed', 'products' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception searching products', [
+                'query' => $query,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'products' => []];
+        }
+    }
+
+    /**
+     * Get product details
+     *
+     * @param  int|string  $productId  CannaiQ product ID
+     */
+    public function getProduct(int|string $productId): array
+    {
+        try {
+            $response = $this->http->get("/products/{$productId}");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Failed to fetch product'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching product', [
+                'product_id' => $productId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get product price/stock history
+     *
+     * @param  int|string  $productId  CannaiQ product ID
+     */
+    public function getProductHistory(int|string $productId): array
+    {
+        try {
+            $response = $this->http->get("/products/{$productId}/history");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Failed to fetch product history', 'history' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching product history', [
+                'product_id' => $productId,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'history' => []];
+        }
+    }
+
+    /**
+     * List all brands
+     */
+    public function listBrands(): array
+    {
+        try {
+            $response = $this->http->get('/brands');
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Failed to list brands', 'brands' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception listing brands', [
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'brands' => []];
+        }
+    }
+
+    /**
+     * Get brand details and products
+     *
+     * @param  string  $brandName  Brand name/slug
+     */
+    public function getBrand(string $brandName): array
+    {
+        try {
+            $response = $this->http->get("/brands/{$brandName}");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Failed to fetch brand'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching brand', [
+                'brand' => $brandName,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * List all categories
+     */
+    public function listCategories(): array
+    {
+        try {
+            $response = $this->http->get('/categories');
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            return ['error' => true, 'message' => 'Failed to list categories', 'categories' => []];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception listing categories', [
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage(), 'categories' => []];
+        }
+    }
+
+    /**
+     * Check API health (full system health)
+     */
+    public function healthCheck(): array
+    {
+        try {
+            $response = $this->http->get('/health/full');
+
+            return [
+                'healthy' => $response->successful(),
+                'status' => $response->status(),
+                'data' => $response->json(),
+            ];
+        } catch (\Exception $e) {
+            return [
+                'healthy' => false,
+                'error' => $e->getMessage(),
+            ];
+        }
+    }
+
+    /**
+     * Check basic API health
+     */
+    public function ping(): array
+    {
+        try {
+            $response = $this->http->get('/health');
+
+            return [
+                'healthy' => $response->successful(),
+                'data' => $response->json(),
+            ];
+        } catch (\Exception $e) {
+            return [
+                'healthy' => false,
+                'error' => $e->getMessage(),
+            ];
+        }
+    }
+
+    // ========================================
+    // Brand Analytics API Endpoints (v1.5)
+    // These endpoints provide brand-level intelligence
+    // ========================================
+
+    /**
+     * Get brand-level metrics including whitespace and regional penetration
+     *
+     * @param  string  $brandName  Brand name/slug
+     */
+    public function getBrandMetrics(string $brandName): array
+    {
+        try {
+            $response = $this->http->get("/brands/{$brandName}/metrics");
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch brand metrics', [
+                'brand' => $brandName,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch brand metrics'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching brand metrics', [
+                'brand' => $brandName,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get competitor analysis for a brand
+     * Returns: head-to-head comparisons, market share trends, price position
+     *
+     * @param  string  $brandName  Brand name/slug
+     * @param  array  $options  Optional parameters (top_n, etc)
+     */
+    public function getBrandCompetitors(string $brandName, array $options = []): array
+    {
+        try {
+            $response = $this->http->get("/brands/{$brandName}/competitors", $options);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch brand competitors', [
+                'brand' => $brandName,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch brand competitors'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching brand competitors', [
+                'brand' => $brandName,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get promotion performance metrics for a brand
+     * Returns: velocity lift, baseline vs promo velocity, efficiency scores
+     *
+     * @param  string  $brandName  Brand name/slug
+     * @param  array  $options  Optional parameters (from, to date range)
+     */
+    public function getBrandPromoMetrics(string $brandName, array $options = []): array
+    {
+        try {
+            $response = $this->http->get("/brands/{$brandName}/promo-metrics", $options);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch brand promo metrics', [
+                'brand' => $brandName,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch brand promo metrics'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching brand promo metrics', [
+                'brand' => $brandName,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+
+    /**
+     * Get slippage/churn metrics for a brand
+     * Returns: lost stores, lost SKUs, competitor takeovers, OOS metrics
+     *
+     * @param  string  $brandName  Brand name/slug
+     * @param  array  $options  Optional parameters (days_back, etc)
+     */
+    public function getBrandSlippage(string $brandName, array $options = []): array
+    {
+        try {
+            $response = $this->http->get("/brands/{$brandName}/slippage", $options);
+
+            if ($response->successful()) {
+                return $response->json();
+            }
+
+            Log::warning('CannaiQ: Failed to fetch brand slippage', [
+                'brand' => $brandName,
+                'status' => $response->status(),
+            ]);
+
+            return ['error' => true, 'message' => 'Failed to fetch brand slippage'];
+        } catch (\Exception $e) {
+            Log::error('CannaiQ: Exception fetching brand slippage', [
+                'brand' => $brandName,
+                'error' => $e->getMessage(),
+            ]);
+
+            return ['error' => true, 'message' => $e->getMessage()];
+        }
+    }
+}

app/Services/Crm/CrmChannelService.php

@@ -10,6 +10,7 @@ use App\Models\Crm\CrmMessageAttachment;
 use App\Models\Crm\CrmThread;
 use Illuminate\Http\UploadedFile;
 use Illuminate\Support\Facades\Log;
+use Illuminate\Support\Str;
 
 /**
  * CRM Channel Service - Omnichannel messaging
@@ -131,6 +132,215 @@ class CrmChannelService
         return $message;
     }
 
+    /**
+     * Receive an inbound SMS message.
+     *
+     * This method resolves business/channel by the receiving phone number,
+     * finds or creates a thread, and stores the message in the CRM system.
+     *
+     * Provider-agnostic: works with any SMS gateway that normalizes to this format.
+     *
+     * @param  array  $payload  Expected keys:
+     *                          - provider: SMS gateway identifier (e.g., 'gateway', 'twilio')
+     *                          - to_number: our phone number (identifies business/channel)
+     *                          - from_number: sender phone number
+     *                          - body: message text
+     *                          - external_message_id: unique message ID from gateway (optional)
+     *                          - meta: raw webhook payload (optional)
+     *                          - attachments: array of attachment metadata (optional)
+     */
+    public function receiveInboundSms(array $payload): ?CrmChannelMessage
+    {
+        $provider = $payload['provider'] ?? 'gateway';
+        $toNumber = $payload['to_number'] ?? null;
+        $fromNumber = $payload['from_number'] ?? null;
+        $body = $payload['body'] ?? '';
+        $externalMessageId = $payload['external_message_id'] ?? null;
+
+        if (! $toNumber || ! $fromNumber) {
+            Log::warning('receiveInboundSms: Missing to_number or from_number');
+
+            return null;
+        }
+
+        // 1) Find CRM channel by phone number
+        $channel = $this->findChannelByPhoneNumber($toNumber);
+
+        if (! $channel) {
+            Log::info("receiveInboundSms: No CRM channel found for {$toNumber}");
+
+            return null;
+        }
+
+        $businessId = $channel->business_id;
+
+        // 2) Find contact by phone number
+        $contact = $this->findContactByAddress($businessId, $fromNumber, CrmChannel::TYPE_SMS);
+
+        // 3) Find or create thread
+        $thread = $this->findOrCreateSmsThread($businessId, $channel, $contact, $fromNumber);
+
+        // 4) Check for duplicate using external_message_id
+        if ($externalMessageId) {
+            $existing = CrmChannelMessage::where('external_id', $externalMessageId)->first();
+            if ($existing) {
+                Log::info("receiveInboundSms: Duplicate message {$externalMessageId}");
+
+                return $existing;
+            }
+        }
+
+        // 5) Create message
+        $message = CrmChannelMessage::create([
+            'business_id' => $businessId,
+            'thread_id' => $thread->id,
+            'channel_id' => $channel->id,
+            'contact_id' => $contact?->id,
+            'channel_type' => CrmChannel::TYPE_SMS,
+            'direction' => CrmChannelMessage::DIRECTION_INBOUND,
+            'external_id' => $externalMessageId,
+            'from_address' => $fromNumber,
+            'to_address' => $toNumber,
+            'body' => $body,
+            'status' => CrmChannelMessage::STATUS_DELIVERED,
+            'delivered_at' => now(),
+            'metadata' => [
+                'provider' => $provider,
+                'attachments' => $payload['attachments'] ?? [],
+                'raw' => $payload['meta'] ?? [],
+            ],
+        ]);
+
+        // 6) Update thread
+        $thread->update([
+            'last_message_at' => now(),
+            'last_message_direction' => CrmChannelMessage::DIRECTION_INBOUND,
+            'last_message_preview' => Str::limit($body, 100),
+            'last_channel_type' => CrmChannel::TYPE_SMS,
+            'is_read' => false,
+            'read_at' => null,
+            'read_by' => null,
+        ]);
+
+        // Reopen if closed
+        if ($thread->status === CrmThread::STATUS_CLOSED) {
+            $thread->update(['status' => CrmThread::STATUS_OPEN]);
+        }
+
+        // 7) Trigger automations
+        app(CrmAutomationService::class)->trigger('message_received', [
+            'business_id' => $businessId,
+            'message' => $message,
+            'thread' => $thread,
+            'contact' => $contact,
+            'channel_type' => CrmChannel::TYPE_SMS,
+        ]);
+
+        return $message;
+    }
+
+    /**
+     * Find CRM channel by phone number.
+     *
+     * Checks the channel identifier and config for matching phone numbers.
+     */
+    protected function findChannelByPhoneNumber(string $phoneNumber): ?CrmChannel
+    {
+        // Normalize phone number
+        $normalized = preg_replace('/[^0-9]/', '', $phoneNumber);
+        $withPlus = '+'.ltrim($phoneNumber, '+');
+
+        // First check identifier directly
+        $channel = CrmChannel::where('type', CrmChannel::TYPE_SMS)
+            ->where('is_active', true)
+            ->where(function ($q) use ($phoneNumber, $normalized, $withPlus) {
+                $q->where('identifier', $phoneNumber)
+                    ->orWhere('identifier', $normalized)
+                    ->orWhere('identifier', $withPlus);
+            })
+            ->first();
+
+        if ($channel) {
+            return $channel;
+        }
+
+        // Check config JSON for phone_number
+        // This is a fallback for channels that store phone in config
+        $channels = CrmChannel::where('type', CrmChannel::TYPE_SMS)
+            ->where('is_active', true)
+            ->get();
+
+        foreach ($channels as $ch) {
+            $config = $ch->config ?? [];
+            $configPhone = $config['phone_number'] ?? $config['from_number'] ?? null;
+
+            if ($configPhone) {
+                $configNormalized = preg_replace('/[^0-9]/', '', $configPhone);
+                if ($configNormalized === $normalized) {
+                    return $ch;
+                }
+            }
+        }
+
+        return null;
+    }
+
+    /**
+     * Find or create a thread for SMS conversation.
+     */
+    protected function findOrCreateSmsThread(
+        int $businessId,
+        CrmChannel $channel,
+        ?Contact $contact,
+        string $fromNumber
+    ): CrmThread {
+        // Try to find existing open thread with same contact or phone
+        if ($contact) {
+            $thread = CrmThread::forBusiness($businessId)
+                ->where('contact_id', $contact->id)
+                ->whereIn('status', [CrmThread::STATUS_OPEN, CrmThread::STATUS_SNOOZED])
+                ->where('last_channel_type', CrmChannel::TYPE_SMS)
+                ->orderBy('last_message_at', 'desc')
+                ->first();
+
+            if ($thread) {
+                return $thread;
+            }
+        }
+
+        // Try to find by stored phone number in metadata
+        $thread = CrmThread::forBusiness($businessId)
+            ->whereIn('status', [CrmThread::STATUS_OPEN, CrmThread::STATUS_SNOOZED])
+            ->where('last_channel_type', CrmChannel::TYPE_SMS)
+            ->whereHas('messages', function ($q) use ($fromNumber) {
+                $q->where('from_address', $fromNumber)
+                    ->where('direction', CrmChannelMessage::DIRECTION_INBOUND);
+            })
+            ->orderBy('last_message_at', 'desc')
+            ->first();
+
+        if ($thread) {
+            // Update contact_id if we now have a contact
+            if ($contact && ! $thread->contact_id) {
+                $thread->update(['contact_id' => $contact->id]);
+            }
+
+            return $thread;
+        }
+
+        // Create new thread
+        return CrmThread::create([
+            'business_id' => $businessId,
+            'contact_id' => $contact?->id,
+            'account_id' => $contact?->buyer_business_id,
+            'status' => CrmThread::STATUS_OPEN,
+            'priority' => CrmThread::PRIORITY_NORMAL,
+            'last_channel_type' => CrmChannel::TYPE_SMS,
+            'last_message_at' => now(),
+            'last_message_direction' => CrmChannelMessage::DIRECTION_INBOUND,
+        ]);
+    }
+
     /**
      * Actually send a message through the provider
      */

app/Services/Email/InboundEmailService.php

@@ -0,0 +1,341 @@
+<?php
+
+namespace App\Services\Email;
+
+use App\Models\Brand;
+use App\Models\Business;
+use App\Models\BusinessEmailIdentity;
+use App\Models\Contact;
+use App\Models\Crm\CrmChannel;
+use App\Models\Crm\CrmChannelMessage;
+use App\Models\Crm\CrmThread;
+use App\Services\Crm\CrmAutomationService;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Support\Str;
+
+/**
+ * InboundEmailService - Handles incoming emails for CRM
+ *
+ * This service receives normalized email payloads from provider-specific
+ * webhook controllers and routes them to the appropriate CRM threads.
+ *
+ * It does NOT handle SMTP credentials or sending - that's EmailSender's job.
+ */
+class InboundEmailService
+{
+    /**
+     * Handle an inbound email.
+     *
+     * Expected payload keys:
+     * - provider: 'sendgrid' | 'postmark' | 'ses'
+     * - from_email: sender email address
+     * - from_name: sender display name (optional)
+     * - to_email: recipient email address (our identity)
+     * - subject: email subject
+     * - text_body: plain text body
+     * - html_body: HTML body (optional)
+     * - message_id: email Message-ID header
+     * - in_reply_to: In-Reply-To header (optional)
+     * - references: References header (optional)
+     * - headers: all headers as associative array (optional)
+     * - attachments: array of attachment metadata (optional)
+     */
+    public function handleInbound(array $payload): ?CrmChannelMessage
+    {
+        $toEmail = strtolower(trim($payload['to_email'] ?? ''));
+
+        if (! $toEmail) {
+            Log::warning('InboundEmailService: No to_email in payload');
+
+            return null;
+        }
+
+        // 1) Resolve business + email identity
+        $identity = BusinessEmailIdentity::findByEmail($toEmail);
+
+        if (! $identity) {
+            Log::info("InboundEmailService: No identity found for {$toEmail}");
+
+            return null;
+        }
+
+        $business = $identity->business;
+
+        if (! $business) {
+            Log::warning("InboundEmailService: Identity {$identity->id} has no business");
+
+            return null;
+        }
+
+        // 2) Get or create CRM channel
+        $channel = $identity->getOrCreateChannel();
+
+        // 3) Find contact by from_email
+        $fromEmail = strtolower(trim($payload['from_email'] ?? ''));
+        $contact = $this->findOrCreateContact($business, $fromEmail, $payload['from_name'] ?? null);
+
+        // 4) Find or create thread (using In-Reply-To / Message-ID / contact)
+        $thread = $this->findOrCreateThread($business, $channel, $contact, $payload);
+
+        // 5) Store the inbound message
+        $message = $this->storeInboundMessage($thread, $channel, $contact, $payload);
+
+        // 6) Update identity last received timestamp
+        $identity->recordReceived();
+
+        // 7) Trigger automations
+        app(CrmAutomationService::class)->trigger('message_received', [
+            'business_id' => $business->id,
+            'message' => $message,
+            'thread' => $thread,
+            'contact' => $contact,
+            'channel_type' => CrmChannel::TYPE_EMAIL,
+        ]);
+
+        Log::info("InboundEmailService: Created message {$message->id} in thread {$thread->id} for {$toEmail}");
+
+        return $message;
+    }
+
+    /**
+     * Find or create a contact from the sender's email.
+     */
+    protected function findOrCreateContact(Business $business, string $email, ?string $name): ?Contact
+    {
+        if (! $email) {
+            return null;
+        }
+
+        // First try to find existing contact
+        $contact = Contact::where('business_id', $business->id)
+            ->where('email', $email)
+            ->first();
+
+        if ($contact) {
+            return $contact;
+        }
+
+        // Parse name into first/last
+        $firstName = null;
+        $lastName = null;
+
+        if ($name) {
+            $parts = explode(' ', trim($name), 2);
+            $firstName = $parts[0] ?? null;
+            $lastName = $parts[1] ?? null;
+        }
+
+        // Create new contact
+        return Contact::create([
+            'business_id' => $business->id,
+            'email' => $email,
+            'first_name' => $firstName,
+            'last_name' => $lastName,
+            'source' => 'email_inbound',
+        ]);
+    }
+
+    /**
+     * Find existing thread or create a new one.
+     *
+     * Threading logic:
+     * 1. Check In-Reply-To header → match to existing message's external_id
+     * 2. Check References header → match to any message's external_id
+     * 3. Check Message-ID → ensure we haven't already processed this email
+     * 4. Find open thread for same contact on same channel
+     * 5. Create new thread if no match
+     */
+    protected function findOrCreateThread(
+        Business $business,
+        CrmChannel $channel,
+        ?Contact $contact,
+        array $payload
+    ): CrmThread {
+        $messageId = $payload['message_id'] ?? null;
+        $inReplyTo = $payload['in_reply_to'] ?? null;
+        $references = $payload['references'] ?? null;
+
+        // 1) Check In-Reply-To header
+        if ($inReplyTo) {
+            $thread = $this->findThreadByMessageId($business->id, $inReplyTo);
+            if ($thread) {
+                $this->ensureThreadHasChannelInfo($thread, $channel);
+
+                return $thread;
+            }
+        }
+
+        // 2) Check References header (can be multiple message IDs)
+        if ($references) {
+            $refIds = is_array($references) ? $references : preg_split('/\s+/', $references);
+            foreach ($refIds as $refId) {
+                $thread = $this->findThreadByMessageId($business->id, trim($refId));
+                if ($thread) {
+                    $this->ensureThreadHasChannelInfo($thread, $channel);
+
+                    return $thread;
+                }
+            }
+        }
+
+        // 3) Check if we already have this exact message (dedup)
+        if ($messageId) {
+            $existingMessage = CrmChannelMessage::where('business_id', $business->id)
+                ->where('external_id', $messageId)
+                ->first();
+
+            if ($existingMessage && $existingMessage->thread) {
+                $this->ensureThreadHasChannelInfo($existingMessage->thread, $channel);
+
+                return $existingMessage->thread;
+            }
+        }
+
+        // 4) Find open thread for same contact on email channel
+        if ($contact) {
+            $thread = CrmThread::forBusiness($business->id)
+                ->where('contact_id', $contact->id)
+                ->where('last_channel_type', CrmChannel::TYPE_EMAIL)
+                ->whereIn('status', [CrmThread::STATUS_OPEN, CrmThread::STATUS_SNOOZED])
+                ->orderBy('last_message_at', 'desc')
+                ->first();
+
+            if ($thread) {
+                $this->ensureThreadHasChannelInfo($thread, $channel);
+
+                return $thread;
+            }
+        }
+
+        // 5) Find brand associated with this channel (if any)
+        $brandId = $this->findBrandForChannel($business->id, $channel->id);
+
+        // 6) Create new thread
+        return CrmThread::create([
+            'business_id' => $business->id,
+            'brand_id' => $brandId,
+            'channel_id' => $channel->id,
+            'department' => $channel->department,
+            'contact_id' => $contact?->id,
+            'account_id' => $contact?->buyer_business_id,
+            'subject' => $payload['subject'] ?? null,
+            'status' => CrmThread::STATUS_OPEN,
+            'priority' => CrmThread::PRIORITY_NORMAL,
+            'last_channel_type' => CrmChannel::TYPE_EMAIL,
+            'last_message_at' => now(),
+            'last_message_direction' => CrmChannelMessage::DIRECTION_INBOUND,
+        ]);
+    }
+
+    /**
+     * Find the brand associated with a channel (via inbound_email_channel_id).
+     */
+    protected function findBrandForChannel(int $businessId, int $channelId): ?int
+    {
+        $brand = Brand::where('business_id', $businessId)
+            ->where('inbound_email_channel_id', $channelId)
+            ->first();
+
+        return $brand?->id;
+    }
+
+    /**
+     * Ensure an existing thread has channel info set (backfill for older threads).
+     */
+    protected function ensureThreadHasChannelInfo(CrmThread $thread, CrmChannel $channel): void
+    {
+        $updates = [];
+
+        // Set channel_id if missing
+        if (! $thread->channel_id) {
+            $updates['channel_id'] = $channel->id;
+        }
+
+        // Set department if missing
+        if (! $thread->department && $channel->department) {
+            $updates['department'] = $channel->department;
+        }
+
+        // Set brand_id if missing and channel has associated brand
+        if (! $thread->brand_id) {
+            $brandId = $this->findBrandForChannel($thread->business_id, $channel->id);
+            if ($brandId) {
+                $updates['brand_id'] = $brandId;
+            }
+        }
+
+        if (! empty($updates)) {
+            $thread->update($updates);
+        }
+    }
+
+    /**
+     * Find thread by a message's external_id (Message-ID header).
+     */
+    protected function findThreadByMessageId(int $businessId, string $messageId): ?CrmThread
+    {
+        $message = CrmChannelMessage::where('business_id', $businessId)
+            ->where(function ($q) use ($messageId) {
+                $q->where('external_id', $messageId)
+                    ->orWhereJsonContains('metadata->message_id', $messageId);
+            })
+            ->first();
+
+        return $message?->thread;
+    }
+
+    /**
+     * Store the inbound email as a CRM message.
+     */
+    protected function storeInboundMessage(
+        CrmThread $thread,
+        CrmChannel $channel,
+        ?Contact $contact,
+        array $payload
+    ): CrmChannelMessage {
+        $message = CrmChannelMessage::create([
+            'business_id' => $thread->business_id,
+            'thread_id' => $thread->id,
+            'channel_id' => $channel->id,
+            'contact_id' => $contact?->id,
+            'channel_type' => CrmChannel::TYPE_EMAIL,
+            'direction' => CrmChannelMessage::DIRECTION_INBOUND,
+            'external_id' => $payload['message_id'] ?? null,
+            'from_address' => $payload['from_email'] ?? null,
+            'to_address' => $payload['to_email'] ?? null,
+            'subject' => $payload['subject'] ?? null,
+            'body' => $payload['text_body'] ?? strip_tags($payload['html_body'] ?? ''),
+            'body_html' => $payload['html_body'] ?? null,
+            'body_plain' => $payload['text_body'] ?? null,
+            'status' => CrmChannelMessage::STATUS_DELIVERED,
+            'delivered_at' => now(),
+            'metadata' => [
+                'provider' => $payload['provider'] ?? null,
+                'message_id' => $payload['message_id'] ?? null,
+                'in_reply_to' => $payload['in_reply_to'] ?? null,
+                'references' => $payload['references'] ?? null,
+                'headers' => $payload['headers'] ?? [],
+                'attachments' => $payload['attachments'] ?? [],
+                'from_name' => $payload['from_name'] ?? null,
+            ],
+        ]);
+
+        // Update thread
+        $thread->update([
+            'last_message_at' => now(),
+            'last_message_direction' => CrmChannelMessage::DIRECTION_INBOUND,
+            'last_message_preview' => Str::limit($message->body, 100),
+            'last_channel_type' => CrmChannel::TYPE_EMAIL,
+            'is_read' => false,
+            'read_at' => null,
+            'read_by' => null,
+        ]);
+
+        // Reopen thread if it was closed
+        if ($thread->status === CrmThread::STATUS_CLOSED) {
+            $thread->update(['status' => CrmThread::STATUS_OPEN]);
+        }
+
+        return $message;
+    }
+}

app/Services/Marketing/AutomationRunner.php

@@ -0,0 +1,705 @@
+<?php
+
+namespace App\Services\Marketing;
+
+use App\Jobs\SendMarketingCampaignJob;
+use App\Models\Marketing\MarketingAutomation;
+use App\Models\Marketing\MarketingAutomationRun;
+use App\Models\Marketing\MarketingCampaign;
+use App\Models\Marketing\MarketingList;
+use App\Models\Marketing\MarketingPromo;
+use App\Services\Cannaiq\CannaiqClient;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * AutomationRunner - Evaluates and executes marketing automations.
+ *
+ * Handles condition evaluation based on CannaiQ data and local inventory,
+ * then executes actions like creating promos and launching campaigns.
+ */
+class AutomationRunner
+{
+    protected CannaiqClient $cannaiqClient;
+
+    protected array $runDetails = [];
+
+    public function __construct(CannaiqClient $cannaiqClient)
+    {
+        $this->cannaiqClient = $cannaiqClient;
+    }
+
+    /**
+     * Run an automation and return the run record.
+     */
+    public function runAutomation(MarketingAutomation $automation): MarketingAutomationRun
+    {
+        $this->runDetails = [
+            'automation_id' => $automation->id,
+            'automation_name' => $automation->name,
+            'trigger_type' => $automation->trigger_type,
+            'condition_type' => $automation->condition_config['type'] ?? 'unknown',
+            'started_at' => now()->toIso8601String(),
+        ];
+
+        // Start the run record
+        $run = MarketingAutomationRun::start($automation);
+
+        try {
+            // Evaluate conditions
+            $evaluationResult = $this->evaluateConditions($automation);
+
+            if (! $evaluationResult['conditions_met']) {
+                // Conditions not met - skip
+                $run->skip(
+                    $evaluationResult['reason'] ?? 'Conditions not met',
+                    array_merge($this->runDetails, [
+                        'evaluation' => $evaluationResult,
+                    ])
+                );
+
+                $this->updateAutomationStatus($automation, 'skipped');
+
+                return $run;
+            }
+
+            // Execute actions
+            $actionResults = $this->executeActions($automation, $evaluationResult['context'] ?? []);
+
+            // Determine final status
+            $hasErrors = collect($actionResults)->contains('success', false);
+            $allFailed = collect($actionResults)->every('success', false);
+
+            if ($allFailed) {
+                $run->fail(
+                    'All actions failed',
+                    array_merge($this->runDetails, [
+                        'evaluation' => $evaluationResult,
+                        'actions' => $actionResults,
+                    ])
+                );
+                $this->updateAutomationStatus($automation, 'error');
+            } elseif ($hasErrors) {
+                $run->partial(
+                    $this->buildSummary($actionResults),
+                    array_merge($this->runDetails, [
+                        'evaluation' => $evaluationResult,
+                        'actions' => $actionResults,
+                    ])
+                );
+                $this->updateAutomationStatus($automation, 'partial');
+            } else {
+                $run->succeed(
+                    $this->buildSummary($actionResults),
+                    array_merge($this->runDetails, [
+                        'evaluation' => $evaluationResult,
+                        'actions' => $actionResults,
+                    ])
+                );
+                $this->updateAutomationStatus($automation, 'success');
+            }
+
+            return $run;
+
+        } catch (\Exception $e) {
+            Log::error('AutomationRunner: Exception during automation run', [
+                'automation_id' => $automation->id,
+                'error' => $e->getMessage(),
+                'trace' => $e->getTraceAsString(),
+            ]);
+
+            $run->fail(
+                'Exception: '.$e->getMessage(),
+                array_merge($this->runDetails, [
+                    'error' => $e->getMessage(),
+                    'exception_class' => get_class($e),
+                ])
+            );
+
+            $this->updateAutomationStatus($automation, 'error');
+
+            return $run;
+        }
+    }
+
+    /**
+     * Evaluate conditions based on condition_config type.
+     */
+    protected function evaluateConditions(MarketingAutomation $automation): array
+    {
+        $conditionConfig = $automation->condition_config;
+        $conditionType = $conditionConfig['type'] ?? 'unknown';
+
+        return match ($conditionType) {
+            MarketingAutomation::CONDITION_COMPETITOR_OUT_OF_STOCK => $this->evaluateCompetitorOutOfStock($automation),
+            MarketingAutomation::CONDITION_SLOW_MOVER_CLEARANCE => $this->evaluateSlowMoverClearance($automation),
+            MarketingAutomation::CONDITION_NEW_STORE_LAUNCH => $this->evaluateNewStoreLaunch($automation),
+            default => [
+                'conditions_met' => false,
+                'reason' => "Unknown condition type: {$conditionType}",
+            ],
+        };
+    }
+
+    /**
+     * Evaluate: Competitor is out of stock and we have inventory.
+     */
+    protected function evaluateCompetitorOutOfStock(MarketingAutomation $automation): array
+    {
+        $config = $automation->condition_config;
+        $triggerConfig = $automation->trigger_config;
+
+        $category = $config['category'] ?? null;
+        $minInventory = $config['min_inventory_units'] ?? 30;
+        $minPriceAdvantage = $config['min_price_advantage'] ?? 0.1;
+
+        $storeScope = $triggerConfig['store_scope'] ?? 'all';
+        $brandIds = $triggerConfig['brand_ids'] ?? [];
+
+        // Get store external IDs to check
+        $storeIds = $this->getStoreExternalIds($automation->business_id, $storeScope);
+
+        if (empty($storeIds)) {
+            return [
+                'conditions_met' => false,
+                'reason' => 'No stores found for this business',
+            ];
+        }
+
+        $opportunities = [];
+
+        foreach ($storeIds as $storeId) {
+            try {
+                // Get competitor snapshot from CannaiQ
+                $competitorData = $this->cannaiqClient->getStoreCompetitorSnapshot($storeId);
+
+                if (! empty($competitorData['error'])) {
+                    continue;
+                }
+
+                // Check for out-of-stock competitors in our category
+                $outOfStockCompetitors = $this->findOutOfStockCompetitors(
+                    $competitorData,
+                    $category,
+                    $minInventory,
+                    $minPriceAdvantage
+                );
+
+                if (! empty($outOfStockCompetitors)) {
+                    $opportunities[] = [
+                        'store_id' => $storeId,
+                        'competitors' => $outOfStockCompetitors,
+                        'category' => $category,
+                    ];
+                }
+            } catch (\Exception $e) {
+                Log::warning('AutomationRunner: Error checking store', [
+                    'store_id' => $storeId,
+                    'error' => $e->getMessage(),
+                ]);
+            }
+        }
+
+        if (empty($opportunities)) {
+            return [
+                'conditions_met' => false,
+                'reason' => 'No competitor out-of-stock opportunities found',
+                'stores_checked' => count($storeIds),
+            ];
+        }
+
+        return [
+            'conditions_met' => true,
+            'reason' => count($opportunities).' store(s) have competitor out-of-stock opportunities',
+            'context' => [
+                'opportunities' => $opportunities,
+                'category' => $category,
+            ],
+        ];
+    }
+
+    /**
+     * Evaluate: Slow-moving inventory that needs clearance.
+     */
+    protected function evaluateSlowMoverClearance(MarketingAutomation $automation): array
+    {
+        $config = $automation->condition_config;
+
+        $velocityThreshold = $config['velocity_30d_threshold'] ?? 5;
+        $minInventory = $config['min_inventory_units'] ?? 50;
+        $minDaysInStock = $config['min_days_in_stock'] ?? 30;
+
+        // Get slow movers from CannaiQ or local inventory
+        // For now, we'll stub this with CannaiQ product metrics
+        $storeIds = $this->getStoreExternalIds($automation->business_id, 'all');
+
+        $slowMovers = [];
+
+        foreach ($storeIds as $storeId) {
+            try {
+                $productMetrics = $this->cannaiqClient->getStoreProductMetrics($storeId, 100, 0);
+
+                if (! empty($productMetrics['error'])) {
+                    continue;
+                }
+
+                $products = $productMetrics['products'] ?? [];
+
+                foreach ($products as $product) {
+                    $velocity = $product['velocity_30d'] ?? 0;
+                    $inventory = $product['inventory_units'] ?? 0;
+                    $daysInStock = $product['days_in_stock'] ?? 0;
+
+                    if ($velocity < $velocityThreshold
+                        && $inventory >= $minInventory
+                        && $daysInStock >= $minDaysInStock) {
+                        $slowMovers[] = [
+                            'store_id' => $storeId,
+                            'product_id' => $product['id'] ?? null,
+                            'product_name' => $product['name'] ?? 'Unknown',
+                            'velocity_30d' => $velocity,
+                            'inventory' => $inventory,
+                            'days_in_stock' => $daysInStock,
+                        ];
+                    }
+                }
+            } catch (\Exception $e) {
+                Log::warning('AutomationRunner: Error checking slow movers', [
+                    'store_id' => $storeId,
+                    'error' => $e->getMessage(),
+                ]);
+            }
+        }
+
+        if (empty($slowMovers)) {
+            return [
+                'conditions_met' => false,
+                'reason' => 'No slow-moving products found matching criteria',
+            ];
+        }
+
+        return [
+            'conditions_met' => true,
+            'reason' => count($slowMovers).' slow-moving product(s) found',
+            'context' => [
+                'slow_movers' => $slowMovers,
+            ],
+        ];
+    }
+
+    /**
+     * Evaluate: New store launch (first appearance of brand at a store).
+     */
+    protected function evaluateNewStoreLaunch(MarketingAutomation $automation): array
+    {
+        $config = $automation->condition_config;
+        $windowDays = $config['first_appearance_window_days'] ?? 7;
+
+        // Check for new store appearances in CannaiQ
+        // This would typically involve comparing current store list vs. cached/stored list
+        // For now, stub this with a simplified check
+
+        $storeIds = $this->getStoreExternalIds($automation->business_id, 'all');
+
+        // Get previously known stores from meta or a tracking table
+        $knownStores = $automation->meta['known_stores'] ?? [];
+
+        $newStores = array_diff($storeIds, $knownStores);
+
+        if (empty($newStores)) {
+            return [
+                'conditions_met' => false,
+                'reason' => 'No new store appearances found',
+            ];
+        }
+
+        // Update known stores in meta
+        $automation->update([
+            'meta' => array_merge($automation->meta ?? [], [
+                'known_stores' => $storeIds,
+                'last_store_check' => now()->toIso8601String(),
+            ]),
+        ]);
+
+        return [
+            'conditions_met' => true,
+            'reason' => count($newStores).' new store(s) detected',
+            'context' => [
+                'new_stores' => array_values($newStores),
+            ],
+        ];
+    }
+
+    /**
+     * Execute actions based on action_config.
+     */
+    protected function executeActions(MarketingAutomation $automation, array $context): array
+    {
+        $actionConfig = $automation->action_config;
+        $results = [];
+
+        // Create promo if configured
+        if (! empty($actionConfig['create_promo'])) {
+            $results['promo'] = $this->createPromo($automation, $actionConfig['create_promo'], $context);
+        }
+
+        // Create campaign if configured
+        if (! empty($actionConfig['create_campaign'])) {
+            $promoId = $results['promo']['promo_id'] ?? null;
+            $results['campaign'] = $this->createCampaign(
+                $automation,
+                $actionConfig['create_campaign'],
+                $context,
+                $promoId
+            );
+        }
+
+        return $results;
+    }
+
+    /**
+     * Create a promo based on action config.
+     */
+    protected function createPromo(MarketingAutomation $automation, array $promoConfig, array $context): array
+    {
+        try {
+            $promoType = $promoConfig['promo_type'] ?? 'flash_bogo';
+            $durationHours = $promoConfig['duration_hours'] ?? 24;
+            $discountPercent = $promoConfig['discount_percent'] ?? null;
+
+            // Map automation promo types to MarketingPromo types
+            $typeMapping = [
+                'flash_bogo' => MarketingPromo::TYPE_BOGO,
+                'percent_off' => MarketingPromo::TYPE_PERCENT_OFF,
+                'clearance' => MarketingPromo::TYPE_PERCENT_OFF,
+                'launch_special' => MarketingPromo::TYPE_BOGO,
+            ];
+
+            $promoTypeDb = $typeMapping[$promoType] ?? MarketingPromo::TYPE_PERCENT_OFF;
+
+            // Build promo name from context
+            $promoName = $this->buildPromoName($automation, $context);
+
+            // Build config
+            $config = [];
+            if ($discountPercent) {
+                $config['discount_value'] = $discountPercent;
+            }
+
+            // Determine store scope from context
+            $storeExternalId = null;
+            if (! empty($context['opportunities'][0]['store_id'])) {
+                $storeExternalId = $context['opportunities'][0]['store_id'];
+            }
+
+            $promo = MarketingPromo::create([
+                'business_id' => $automation->business_id,
+                'store_external_id' => $storeExternalId,
+                'name' => $promoName,
+                'type' => $promoTypeDb,
+                'config' => $config,
+                'status' => MarketingPromo::STATUS_ACTIVE,
+                'starts_at' => now(),
+                'ends_at' => now()->addHours($durationHours),
+                'description' => "Auto-generated by automation: {$automation->name}",
+                'sms_copy' => $this->buildSmsCopy($automation, $context),
+                'email_copy' => $this->buildEmailCopy($automation, $context),
+            ]);
+
+            return [
+                'success' => true,
+                'promo_id' => $promo->id,
+                'promo_name' => $promo->name,
+            ];
+
+        } catch (\Exception $e) {
+            Log::error('AutomationRunner: Failed to create promo', [
+                'automation_id' => $automation->id,
+                'error' => $e->getMessage(),
+            ]);
+
+            return [
+                'success' => false,
+                'error' => $e->getMessage(),
+            ];
+        }
+    }
+
+    /**
+     * Create a campaign based on action config.
+     */
+    protected function createCampaign(
+        MarketingAutomation $automation,
+        array $campaignConfig,
+        array $context,
+        ?int $promoId = null
+    ): array {
+        try {
+            $channels = $campaignConfig['channels'] ?? ['email'];
+            $listType = $campaignConfig['list_type'] ?? 'consumers';
+            $sendMode = $campaignConfig['send_mode'] ?? 'immediate';
+            $subjectTemplate = $campaignConfig['subject_template'] ?? 'Special Offer';
+            $smsBodyTemplate = $campaignConfig['sms_body_template'] ?? '';
+            $emailBodyTemplate = $campaignConfig['email_body_template'] ?? '';
+
+            // Get or create a marketing list for this business
+            $list = $this->getOrCreateMarketingList($automation->business_id, $listType);
+
+            if (! $list) {
+                return [
+                    'success' => false,
+                    'error' => 'No marketing list found for this business',
+                ];
+            }
+
+            $results = [];
+
+            foreach ($channels as $channel) {
+                $campaignName = "{$automation->name} - ".ucfirst($channel).' - '.now()->format('M j, Y');
+
+                $campaignData = [
+                    'business_id' => $automation->business_id,
+                    'name' => $campaignName,
+                    'channel' => $channel,
+                    'status' => MarketingCampaign::STATUS_DRAFT,
+                    'marketing_list_id' => $list->id,
+                    'source_type' => MarketingCampaign::SOURCE_AUTOMATION,
+                    'source_id' => $automation->id,
+                ];
+
+                // Fill content based on channel
+                if ($channel === 'email') {
+                    $campaignData['subject'] = $this->replacePlaceholders($subjectTemplate, $context);
+                    $campaignData['email_body_html'] = $this->replacePlaceholders($emailBodyTemplate, $context);
+                } elseif ($channel === 'sms') {
+                    $campaignData['sms_body'] = $this->replacePlaceholders($smsBodyTemplate, $context);
+                }
+
+                // Link to promo if available
+                if ($promoId) {
+                    $campaignData['source_type'] = MarketingCampaign::SOURCE_PROMO;
+                    $campaignData['source_id'] = $promoId;
+                }
+
+                $campaign = MarketingCampaign::create($campaignData);
+
+                // Handle send mode
+                if ($sendMode === 'immediate') {
+                    $campaign->update(['status' => MarketingCampaign::STATUS_SENDING]);
+                    SendMarketingCampaignJob::dispatch($campaign);
+                    $results[$channel] = [
+                        'success' => true,
+                        'campaign_id' => $campaign->id,
+                        'status' => 'sending',
+                    ];
+                } elseif ($sendMode === 'schedule') {
+                    $scheduleOffset = $campaignConfig['schedule_offset_hours'] ?? 1;
+                    $campaign->schedule(now()->addHours($scheduleOffset));
+                    $results[$channel] = [
+                        'success' => true,
+                        'campaign_id' => $campaign->id,
+                        'status' => 'scheduled',
+                        'send_at' => $campaign->send_at->toIso8601String(),
+                    ];
+                } else {
+                    $results[$channel] = [
+                        'success' => true,
+                        'campaign_id' => $campaign->id,
+                        'status' => 'draft',
+                    ];
+                }
+            }
+
+            return [
+                'success' => true,
+                'campaigns' => $results,
+            ];
+
+        } catch (\Exception $e) {
+            Log::error('AutomationRunner: Failed to create campaign', [
+                'automation_id' => $automation->id,
+                'error' => $e->getMessage(),
+            ]);
+
+            return [
+                'success' => false,
+                'error' => $e->getMessage(),
+            ];
+        }
+    }
+
+    /**
+     * Get store external IDs for a business.
+     */
+    protected function getStoreExternalIds(int $businessId, string $scope): array
+    {
+        // Get stores from cannaiq_store_metrics table or configured store list
+        // For now, we'll get from the CannaiQ cached data
+
+        $stores = \DB::table('cannaiq_store_metrics')
+            ->where('business_id', $businessId)
+            ->pluck('store_external_id')
+            ->unique()
+            ->toArray();
+
+        return $stores;
+    }
+
+    /**
+     * Find out-of-stock competitors from CannaiQ data.
+     */
+    protected function findOutOfStockCompetitors(
+        array $competitorData,
+        ?string $category,
+        int $minInventory,
+        float $minPriceAdvantage
+    ): array {
+        $outOfStock = [];
+
+        // Parse competitor snapshot data
+        $competitors = $competitorData['competitors'] ?? [];
+
+        foreach ($competitors as $competitor) {
+            $competitorProducts = $competitor['products'] ?? [];
+
+            foreach ($competitorProducts as $product) {
+                $productCategory = $product['category'] ?? null;
+
+                // Skip if category filter specified and doesn't match
+                if ($category && $productCategory !== $category) {
+                    continue;
+                }
+
+                $competitorStock = $product['competitor_inventory'] ?? 0;
+                $ourStock = $product['our_inventory'] ?? 0;
+                $priceAdvantage = $product['price_advantage'] ?? 0;
+
+                // Check if competitor is out of stock and we have inventory
+                if ($competitorStock === 0 && $ourStock >= $minInventory && $priceAdvantage >= $minPriceAdvantage) {
+                    $outOfStock[] = [
+                        'competitor_name' => $competitor['name'] ?? 'Unknown',
+                        'product_name' => $product['name'] ?? 'Unknown',
+                        'our_inventory' => $ourStock,
+                        'price_advantage' => $priceAdvantage,
+                    ];
+                }
+            }
+        }
+
+        return $outOfStock;
+    }
+
+    /**
+     * Get or create a marketing list for campaigns.
+     */
+    protected function getOrCreateMarketingList(int $businessId, string $listType): ?MarketingList
+    {
+        // Try to find existing list
+        $list = MarketingList::where('business_id', $businessId)
+            ->where('type', 'static')
+            ->first();
+
+        if ($list) {
+            return $list;
+        }
+
+        // Create a default list if none exists
+        return MarketingList::create([
+            'business_id' => $businessId,
+            'name' => 'All Contacts',
+            'type' => 'static',
+            'description' => 'Auto-created list for automation campaigns',
+        ]);
+    }
+
+    /**
+     * Build promo name from automation and context.
+     */
+    protected function buildPromoName(MarketingAutomation $automation, array $context): string
+    {
+        $conditionType = $automation->condition_config['type'] ?? 'unknown';
+
+        return match ($conditionType) {
+            MarketingAutomation::CONDITION_COMPETITOR_OUT_OF_STOCK => 'Flash Sale - '.now()->format('M j'),
+            MarketingAutomation::CONDITION_SLOW_MOVER_CLEARANCE => 'Clearance - '.now()->format('M j'),
+            MarketingAutomation::CONDITION_NEW_STORE_LAUNCH => 'Welcome Special - '.now()->format('M j'),
+            default => $automation->name.' - '.now()->format('M j'),
+        };
+    }
+
+    /**
+     * Build SMS copy from context.
+     */
+    protected function buildSmsCopy(MarketingAutomation $automation, array $context): string
+    {
+        $template = $automation->action_config['create_campaign']['sms_body_template']
+            ?? '🔥 Special deal today! Visit us for exclusive savings.';
+
+        return $this->replacePlaceholders($template, $context);
+    }
+
+    /**
+     * Build email copy from context.
+     */
+    protected function buildEmailCopy(MarketingAutomation $automation, array $context): string
+    {
+        $template = $automation->action_config['create_campaign']['email_body_template']
+            ?? '<p>Check out our latest special offers!</p>';
+
+        return $this->replacePlaceholders($template, $context);
+    }
+
+    /**
+     * Replace placeholders in templates.
+     */
+    protected function replacePlaceholders(string $template, array $context): string
+    {
+        $replacements = [
+            '{store_name}' => $context['opportunities'][0]['store_id'] ?? 'our store',
+            '{product_name}' => $context['opportunities'][0]['competitors'][0]['product_name']
+                ?? $context['slow_movers'][0]['product_name']
+                ?? 'featured products',
+            '{promo_text}' => 'Limited time offer!',
+            '{brand_name}' => 'Our Brand',
+            '{category}' => $context['category'] ?? 'cannabis',
+        ];
+
+        return str_replace(array_keys($replacements), array_values($replacements), $template);
+    }
+
+    /**
+     * Build a human-readable summary of action results.
+     */
+    protected function buildSummary(array $actionResults): string
+    {
+        $parts = [];
+
+        if (! empty($actionResults['promo']['success'])) {
+            $parts[] = "Created promo: {$actionResults['promo']['promo_name']}";
+        }
+
+        if (! empty($actionResults['campaign']['success'])) {
+            $campaigns = $actionResults['campaign']['campaigns'] ?? [];
+            $campaignCount = count($campaigns);
+            $parts[] = "Created {$campaignCount} campaign(s)";
+
+            foreach ($campaigns as $channel => $result) {
+                if ($result['success']) {
+                    $parts[] = ucfirst($channel).": {$result['status']}";
+                }
+            }
+        }
+
+        return implode('. ', $parts) ?: 'No actions executed';
+    }
+
+    /**
+     * Update automation status after run.
+     */
+    protected function updateAutomationStatus(MarketingAutomation $automation, string $status): void
+    {
+        $automation->update([
+            'last_run_at' => now(),
+            'last_status' => $status,
+        ]);
+    }
+}

app/Services/Marketing/MarketingIntelligenceService.php

@@ -0,0 +1,376 @@
+<?php
+
+namespace App\Services\Marketing;
+
+use App\Models\Cannaiq\ProductMetric;
+use App\Models\Cannaiq\StoreMetric;
+use App\Services\Cannaiq\CannaiqClient;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Marketing Intelligence Service
+ *
+ * Orchestrates market intelligence data from CannaiQ, handling:
+ * - Data fetching and caching
+ * - Store and product metric aggregation
+ * - Competitor analysis
+ * - Trend calculations
+ */
+class MarketingIntelligenceService
+{
+    protected CannaiqClient $client;
+
+    protected int $cacheTtl;
+
+    public function __construct(CannaiqClient $client)
+    {
+        $this->client = $client;
+        $this->cacheTtl = config('services.cannaiq.cache_ttl', 7200);
+    }
+
+    /**
+     * Get store-level intelligence metrics
+     */
+    public function getStoreIntelligence(int $businessId, string $storeExternalId): array
+    {
+        $cacheKey = "cannaiq:store:{$businessId}:{$storeExternalId}";
+
+        return Cache::remember($cacheKey, $this->cacheTtl, function () use ($businessId, $storeExternalId) {
+            // Check for cached snapshot in database
+            $cached = StoreMetric::forBusiness($businessId)
+                ->forStore($storeExternalId)
+                ->latest()
+                ->recent(24) // Within last 24 hours
+                ->first();
+
+            if ($cached) {
+                return $this->formatStoreMetrics($cached);
+            }
+
+            // Fetch fresh data from CannaiQ (store metrics endpoint)
+            $data = $this->client->getStoreMetrics($storeExternalId);
+
+            if (isset($data['error'])) {
+                return [
+                    'error' => true,
+                    'message' => $data['message'] ?? 'Failed to fetch store metrics',
+                    'metrics' => $this->getDefaultStoreMetrics(),
+                ];
+            }
+
+            // Cache to database
+            $metric = $this->cacheStoreMetric($businessId, $storeExternalId, $data);
+
+            return $this->formatStoreMetrics($metric);
+        });
+    }
+
+    /**
+     * Get product-level intelligence metrics for a store
+     */
+    public function getProductIntelligence(int $businessId, string $storeExternalId, int $limit = 50): array
+    {
+        $cacheKey = "cannaiq:products:{$businessId}:{$storeExternalId}:{$limit}";
+
+        return Cache::remember($cacheKey, $this->cacheTtl, function () use ($businessId, $storeExternalId, $limit) {
+            // Check for cached products in database
+            $cached = ProductMetric::forBusiness($businessId)
+                ->forStore($storeExternalId)
+                ->recent(24)
+                ->limit($limit)
+                ->get();
+
+            if ($cached->isNotEmpty()) {
+                return [
+                    'products' => $cached->map(fn ($m) => $this->formatProductMetric($m))->toArray(),
+                    'cached_at' => $cached->first()->snapshot_date->toIso8601String(),
+                ];
+            }
+
+            // Fetch fresh data from CannaiQ
+            $data = $this->client->getStoreProductMetrics($storeExternalId, $limit);
+
+            if (isset($data['error'])) {
+                return [
+                    'error' => true,
+                    'message' => $data['message'] ?? 'Failed to fetch product metrics',
+                    'products' => [],
+                ];
+            }
+
+            // Cache products to database
+            $products = $data['products'] ?? [];
+            $metrics = [];
+
+            foreach ($products as $product) {
+                $metric = $this->cacheProductMetric($businessId, $storeExternalId, $product);
+                $metrics[] = $this->formatProductMetric($metric);
+            }
+
+            return [
+                'products' => $metrics,
+                'total' => $data['meta']['total'] ?? count($metrics),
+                'cached_at' => now()->toIso8601String(),
+            ];
+        });
+    }
+
+    /**
+     * Get competitor snapshot for a store's market area
+     */
+    public function getCompetitorSnapshot(int $businessId, string $storeExternalId): array
+    {
+        $cacheKey = "cannaiq:competitors:{$businessId}:{$storeExternalId}";
+
+        return Cache::remember($cacheKey, $this->cacheTtl, function () use ($storeExternalId) {
+            $data = $this->client->getStoreCompetitorSnapshot($storeExternalId);
+
+            if (isset($data['error'])) {
+                return [
+                    'error' => true,
+                    'message' => $data['message'] ?? 'Failed to fetch competitor data',
+                    'competitors' => [],
+                ];
+            }
+
+            return [
+                'target_store' => $data['target_store'] ?? null,
+                'competitors' => $this->processCompetitors($data['competitors'] ?? []),
+                'snapshot_time' => $data['snapshot_time'] ?? now()->toIso8601String(),
+            ];
+        });
+    }
+
+    /**
+     * Get aggregated market trends
+     */
+    public function getMarketTrends(int $businessId, string $storeExternalId): array
+    {
+        // Get historical metrics from database
+        $storeMetrics = StoreMetric::forBusiness($businessId)
+            ->forStore($storeExternalId)
+            ->recent(30) // Last 30 days
+            ->orderBy('snapshot_date')
+            ->get();
+
+        if ($storeMetrics->isEmpty()) {
+            return [
+                'trends' => [],
+                'message' => 'Insufficient data for trend analysis',
+            ];
+        }
+
+        return [
+            'pricing_trend' => $this->calculatePricingTrend($storeMetrics),
+            'inventory_trend' => $this->calculateInventoryTrend($storeMetrics),
+            'competitor_activity' => $this->calculateCompetitorActivity($storeMetrics),
+            'data_points' => $storeMetrics->count(),
+            'date_range' => [
+                'start' => $storeMetrics->first()->snapshot_date->toDateString(),
+                'end' => $storeMetrics->last()->snapshot_date->toDateString(),
+            ],
+        ];
+    }
+
+    /**
+     * Refresh all intelligence data for a business
+     */
+    public function refreshIntelligence(int $businessId, string $storeExternalId): array
+    {
+        // Clear caches
+        Cache::forget("cannaiq:store:{$businessId}:{$storeExternalId}");
+        Cache::forget("cannaiq:products:{$businessId}:{$storeExternalId}:50");
+        Cache::forget("cannaiq:competitors:{$businessId}:{$storeExternalId}");
+
+        $results = [
+            'store' => false,
+            'products' => false,
+            'competitors' => false,
+        ];
+
+        try {
+            // Refresh store metrics
+            $storeData = $this->client->getStoreMetrics($storeExternalId);
+            if (! isset($storeData['error'])) {
+                $this->cacheStoreMetric($businessId, $storeExternalId, $storeData);
+                $results['store'] = true;
+            }
+
+            // Refresh product metrics
+            $productData = $this->client->getStoreProductMetrics($storeExternalId, 100);
+            if (! isset($productData['error'])) {
+                foreach ($productData['products'] ?? [] as $product) {
+                    $this->cacheProductMetric($businessId, $storeExternalId, $product);
+                }
+                $results['products'] = true;
+            }
+
+            // Refresh competitor snapshot
+            $competitorData = $this->client->getStoreCompetitorSnapshot($storeExternalId);
+            if (! isset($competitorData['error'])) {
+                $results['competitors'] = true;
+            }
+        } catch (\Exception $e) {
+            Log::error('MarketingIntelligence: Refresh failed', [
+                'business_id' => $businessId,
+                'store_id' => $storeExternalId,
+                'error' => $e->getMessage(),
+            ]);
+        }
+
+        return $results;
+    }
+
+    /**
+     * Cache store metric to database
+     */
+    protected function cacheStoreMetric(int $businessId, string $storeExternalId, array $data): StoreMetric
+    {
+        return StoreMetric::create([
+            'business_id' => $businessId,
+            'store_external_id' => $storeExternalId,
+            'snapshot_date' => now(),
+            'raw_payload' => $data,
+        ]);
+    }
+
+    /**
+     * Cache product metric to database
+     */
+    protected function cacheProductMetric(int $businessId, string $storeExternalId, array $data): ProductMetric
+    {
+        return ProductMetric::updateOrCreate(
+            [
+                'business_id' => $businessId,
+                'store_external_id' => $storeExternalId,
+                'product_external_id' => $data['id'] ?? $data['product_id'] ?? uniqid(),
+                'snapshot_date' => now()->toDateString(),
+            ],
+            [
+                'raw_payload' => $data,
+            ]
+        );
+    }
+
+    /**
+     * Format store metric for API response
+     */
+    protected function formatStoreMetrics(StoreMetric $metric): array
+    {
+        return [
+            'store_name' => $metric->store_name,
+            'product_count' => $metric->product_count,
+            'average_price' => $metric->average_price,
+            'pricing_position' => $metric->raw_payload['pricing_position'] ?? null,
+            'market_share' => $metric->raw_payload['market_share'] ?? null,
+            'snapshot_date' => $metric->snapshot_date->toIso8601String(),
+            'raw' => $metric->raw_payload,
+        ];
+    }
+
+    /**
+     * Format product metric for API response
+     */
+    protected function formatProductMetric(ProductMetric $metric): array
+    {
+        return [
+            'product_id' => $metric->product_external_id,
+            'name' => $metric->product_name,
+            'brand' => $metric->brand_name,
+            'category' => $metric->category,
+            'current_price' => $metric->current_price,
+            'original_price' => $metric->original_price,
+            'is_on_sale' => $metric->is_on_sale,
+            'discount_percent' => $metric->discount_percent,
+            'in_stock' => $metric->in_stock,
+            'thc_percent' => $metric->thc_percent,
+            'snapshot_date' => $metric->snapshot_date->toDateString(),
+        ];
+    }
+
+    /**
+     * Process competitor data
+     */
+    protected function processCompetitors(array $competitors): array
+    {
+        return collect($competitors)->map(function ($competitor) {
+            return [
+                'id' => $competitor['id'] ?? null,
+                'name' => $competitor['name'] ?? 'Unknown',
+                'slug' => $competitor['slug'] ?? null,
+                'distance' => $competitor['distance'] ?? null,
+                'product_count' => $competitor['products_count'] ?? 0,
+                'average_price' => $competitor['average_price'] ?? null,
+            ];
+        })->toArray();
+    }
+
+    /**
+     * Calculate pricing trend from historical data
+     */
+    protected function calculatePricingTrend($metrics): array
+    {
+        $prices = $metrics->pluck('raw_payload.average_price')->filter()->values();
+
+        if ($prices->count() < 2) {
+            return ['direction' => 'stable', 'change' => 0];
+        }
+
+        $first = $prices->first();
+        $last = $prices->last();
+        $change = $first > 0 ? (($last - $first) / $first) * 100 : 0;
+
+        return [
+            'direction' => $change > 1 ? 'up' : ($change < -1 ? 'down' : 'stable'),
+            'change' => round($change, 2),
+        ];
+    }
+
+    /**
+     * Calculate inventory trend from historical data
+     */
+    protected function calculateInventoryTrend($metrics): array
+    {
+        $counts = $metrics->pluck('raw_payload.products_count')->filter()->values();
+
+        if ($counts->count() < 2) {
+            return ['direction' => 'stable', 'change' => 0];
+        }
+
+        $first = $counts->first();
+        $last = $counts->last();
+        $change = $first > 0 ? (($last - $first) / $first) * 100 : 0;
+
+        return [
+            'direction' => $change > 5 ? 'up' : ($change < -5 ? 'down' : 'stable'),
+            'change' => round($change, 2),
+        ];
+    }
+
+    /**
+     * Calculate competitor activity level
+     */
+    protected function calculateCompetitorActivity($metrics): array
+    {
+        // Placeholder - would analyze competitor snapshots over time
+        return [
+            'level' => 'moderate',
+            'promo_activity' => 'normal',
+        ];
+    }
+
+    /**
+     * Get default store metrics when data is unavailable
+     */
+    protected function getDefaultStoreMetrics(): array
+    {
+        return [
+            'store_name' => null,
+            'product_count' => 0,
+            'average_price' => null,
+            'pricing_position' => null,
+            'market_share' => null,
+        ];
+    }
+}