7e5ea2bc10
Summary of completed work: - Complete buyer portal (browse, cart, checkout, orders, invoices) - Complete seller portal (orders, manifests, fleet, picking) - Business onboarding wizards (buyer 4-step, seller 5-step) - Email verification and registration flows - Notification system for buyers and sellers - Payment term surcharges and pickup/delivery workflows - Filament admin resources (Business, Brand, Product, Order, Invoice, User) - 51 migrations executed successfully Renamed Company -> Business throughout codebase for consistency. Unified authentication flows with password reset. Added audit trail and telescope for debugging. Next: Week 4 Data Migration (Days 22-28) - Product migration (883 products from cannabrands_crm) - Company migration (81 buyer companies) - User migration (preserve password hashes) - Order history migration
637 lines
18 KiB
PHP
637 lines
18 KiB
PHP
<?php
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namespace App\Models;
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use Illuminate\Database\Eloquent\Factories\HasFactory;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\Relations\BelongsToMany;
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use Illuminate\Database\Eloquent\Relations\HasMany;
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use Illuminate\Database\Eloquent\Relations\MorphMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use OwenIt\Auditing\Contracts\Auditable as AuditableContract;
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use OwenIt\Auditing\Auditable;
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class Business extends Model implements AuditableContract
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{
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use HasFactory, SoftDeletes, Auditable;
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// User type (buyer/seller/both)
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public const TYPES = [
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'buyer' => 'Buyer (Dispensary/Retailer)',
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'seller' => 'Seller (Brand/Manufacturer)',
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'both' => 'Both (Vertically Integrated)',
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];
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// Business types aligned with cannabis industry (stored in business_type column)
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public const BUSINESS_TYPES = [
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'brand' => 'Brand/Manufacturer',
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'retailer' => 'Retailer/Dispensary',
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'distributor' => 'Distributor',
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'cultivator' => 'Cultivator',
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'processor' => 'Processor/Manufacturer',
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'testing_lab' => 'Testing Laboratory',
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'both' => 'Vertically Integrated', // Brand + Retailer
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];
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// Setup Status constants
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// Services that can be offered
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public const SERVICES = [
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'cultivation',
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'manufacturing',
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'processing',
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'distribution',
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'retail',
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'delivery',
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'testing',
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'consulting',
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];
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protected $fillable = [
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// Account Ownership
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'owner_user_id',
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// Core Company Identity (LeafLink Company equivalent)
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'name',
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'slug',
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'dba_name', // Doing Business As
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'description',
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'logo',
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'website',
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// Company Classification
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'type', // buyer, seller, or both
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'industry_type', // Primary industry type
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'business_type', // Business type from onboarding (same as industry_type)
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'services', // JSON: Array of services offered
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// Corporate Structure
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'business_group', // For multi-location operators (corporate grouping)
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'parent_business_id', // For subsidiaries
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// Tax & Legal Information (LICENSE HOLDER DETAILS)
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'tin_ein', // Tax Identification Number
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'license_number', // Cannabis retail license number
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'legal_name', // Official legal entity name
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'legal_structure', // LLC, Corporation, Partnership, etc.
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// Compliance Documents (LeafLink requirement)
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'business_license_path', // State business license
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'cannabis_license_path', // Cannabis operation license
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'w9_form_path', // W-9 tax form
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'insurance_certificate_path', // General liability insurance
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'bond_certificate_path', // Surety bond if required
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'ato_document_path', // Arizona Transaction Privilege Tax
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'resale_certificate_path', // Resale certificate
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'compliance_documents_updated_at', // When docs were last updated
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// Corporate Address (headquarters/main office)
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'corporate_address',
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'corporate_city',
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'corporate_state',
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'corporate_zipcode',
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'corporate_unit',
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// Physical Address (business location)
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'physical_address',
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'physical_city',
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'physical_state',
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'physical_zipcode',
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// Location Contact
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'business_phone',
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'business_email',
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// Billing Address
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'billing_address',
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'billing_city',
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'billing_state',
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'billing_zipcode',
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// Shipping/Delivery Address
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'shipping_address',
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'shipping_city',
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'shipping_state',
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'shipping_zipcode',
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// AP Contact
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'ap_contact_first_name',
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'ap_contact_last_name',
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'ap_contact_phone',
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'ap_contact_email',
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// Delivery Contact
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'delivery_contact_first_name',
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'delivery_contact_last_name',
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'delivery_contact_phone',
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// Financial & Payment Settings
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'payment_terms', // net_30, net_15, etc.
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'commission_rate',
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'credit_limit',
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'payment_method_preference',
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// Onboarding & Application
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'referral_source',
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'referral_code',
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'status', // not_started, in_progress, submitted, approved, rejected
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'rejected_at',
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'rejection_reason',
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'application_submitted_at',
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'onboarding_completed',
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// Status & Settings (LeafLink archival pattern)
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'is_active', // Active vs Archived
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'approved_at',
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'approved_by',
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'archived_at',
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'archived_reason',
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'settings', // JSON for additional settings
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'notes',
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// Business Setup Form Fields (from CRM migration)
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'payment_method',
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'delivery_unit',
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'delivery_directions',
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'delivery_preferences',
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'delivery_schedule',
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'buyer_name',
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'buyer_phone',
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'buyer_email',
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'preferred_contact_method',
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'tpt_document_path',
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'form_5000a_path',
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'setup_completed_at',
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'setup_progress',
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// Additional contact fields from comprehensive CRM form
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'physical_address',
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'physical_city',
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'physical_state',
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'physical_zipcode',
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'business_phone',
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'business_email',
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'license_number',
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'billing_address',
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'billing_city',
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'billing_state',
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'billing_zipcode',
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'shipping_address',
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'shipping_city',
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'shipping_state',
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'shipping_zipcode',
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'ap_contact_first_name',
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'ap_contact_last_name',
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'ap_contact_phone',
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'ap_contact_email',
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'ap_contact_sms',
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'ap_preferred_contact_method',
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'delivery_contact_first_name',
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'delivery_contact_last_name',
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'delivery_contact_phone',
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'delivery_contact_email',
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'delivery_contact_sms',
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];
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protected $casts = [
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'services' => 'array',
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'settings' => 'array',
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'setup_progress' => 'array',
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'setup_completed_at' => 'datetime',
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'is_active' => 'boolean',
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'onboarding_completed' => 'boolean',
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'approved_at' => 'datetime',
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'rejected_at' => 'datetime',
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'application_submitted_at' => 'datetime',
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'archived_at' => 'datetime',
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'compliance_documents_updated_at' => 'datetime',
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'commission_rate' => 'decimal:2',
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'credit_limit' => 'decimal:2',
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];
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// LeafLink-aligned Relationships
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public function users(): BelongsToMany
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{
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return $this->belongsToMany(User::class, 'business_user')
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->withPivot('contact_type', 'is_primary', 'permissions')
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->withTimestamps();
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}
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public function owner(): BelongsTo
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{
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return $this->belongsTo(User::class, 'owner_user_id');
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}
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public function locations(): HasMany
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{
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// TODO: Locations not yet implemented - table is empty placeholder
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// When implemented, should use 'business_id' foreign key for consistency
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return $this->hasMany(Location::class, 'business_id');
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}
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public function licenses(): HasMany
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{
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return $this->hasMany(License::class);
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}
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public function contacts(): HasMany
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{
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return $this->hasMany(Contact::class);
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}
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public function addresses(): MorphMany
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{
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return $this->morphMany(Address::class, 'addressable');
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}
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public function products(): HasMany
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{
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return $this->hasMany(Product::class);
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}
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public function orders(): HasMany
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{
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return $this->hasMany(Order::class);
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}
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public function brands(): HasMany
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{
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return $this->hasMany(Brand::class);
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}
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// Corporate Structure
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public function parentBusiness()
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{
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return $this->belongsTo(Business::class, 'parent_business_id');
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}
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public function subsidiaries(): HasMany
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{
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return $this->hasMany(Business::class, 'parent_business_id');
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}
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public function approver()
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{
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return $this->belongsTo(User::class, 'approved_by');
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}
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// Scopes
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public function scopeActive($query)
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{
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return $query->where('is_active', true);
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}
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public function scopeApproved($query)
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{
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return $query->where('is_approved', true);
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}
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public function scopeSellers($query)
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{
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return $query->whereIn('type', ['seller', 'both']);
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}
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public function scopeBuyers($query)
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{
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return $query->whereIn('type', ['buyer', 'both']);
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}
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// Helper methods (LeafLink-aligned)
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public function isSeller(): bool
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{
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return in_array($this->type, ['seller', 'both']);
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}
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public function isBuyer(): bool
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{
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return in_array($this->type, ['buyer', 'both']);
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}
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public function isVerticallyIntegrated(): bool
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{
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return $this->type === 'both';
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}
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public function hasService(string $service): bool
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{
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return in_array($service, $this->services ?? []);
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}
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public function needsOnboarding(): bool
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{
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return !$this->onboarding_completed;
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}
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public function isArchived(): bool
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{
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return !is_null($this->archived_at);
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}
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public function isPending(): bool
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{
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return $this->status === 'submitted';
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}
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public function isApproved(): bool
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{
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return $this->status === 'approved';
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}
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public function isRejected(): bool
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{
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return $this->status === 'rejected';
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}
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// Corporate Structure Helpers
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public function getGroupedCompanies()
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{
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if (!$this->business_group) {
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return collect([$this]);
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}
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return static::where('business_group', $this->business_group)
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->where('is_active', true)
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->get();
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}
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public function getPrimaryLocation()
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{
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return $this->locations()->where('is_primary', true)->first();
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}
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public function getCorporateAddress()
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{
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return $this->addresses()->where('type', 'corporate')->first();
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}
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public function getActiveLicenses()
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{
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return $this->licenses()->where('status', 'active')->get();
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}
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public function getPrimaryContact()
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{
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return $this->contacts()->where('is_primary', true)->first();
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}
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public function getAccountOwner()
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{
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return $this->owner;
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}
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// COMPLIANCE & LICENSE HOLDER METHODS
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/**
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* Check if business has all required compliance documents
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* (Required for LeafLink-style platform operation)
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*/
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public function hasRequiredComplianceDocs(): bool
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{
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$requiredDocs = [
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'business_license_path',
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'cannabis_license_path',
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'w9_form_path',
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'insurance_certificate_path',
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];
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foreach ($requiredDocs as $doc) {
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if (empty($this->$doc)) {
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return false;
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}
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}
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return true;
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}
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/**
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* Get missing compliance documents
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*/
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public function getMissingComplianceDocs(): array
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{
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$requiredDocs = [
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'business_license_path' => 'Business License',
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'cannabis_license_path' => 'Cannabis License',
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'w9_form_path' => 'W-9 Tax Form',
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'insurance_certificate_path' => 'Insurance Certificate',
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];
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$missing = [];
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foreach ($requiredDocs as $field => $name) {
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if (empty($this->$field)) {
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$missing[] = $name;
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}
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}
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return $missing;
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}
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/**
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* Check if company can legally sell cannabis products
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* (Has active licenses and compliance docs)
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*/
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public function canSellCannabis(): bool
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{
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return $this->isApproved() &&
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$this->hasRequiredComplianceDocs() &&
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$this->getActiveLicenses()->isNotEmpty() &&
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$this->is_active;
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}
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/**
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* Check if compliance documents are up to date
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*/
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public function hasCurrentComplianceDocs(): bool
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{
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if (!$this->compliance_documents_updated_at) {
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return false;
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}
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// Documents should be updated within last year
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return $this->compliance_documents_updated_at->isAfter(now()->subYear());
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}
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/**
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* Get legal entity information for contracts/invoices
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*/
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public function getLegalEntityInfo(): array
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{
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return [
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'legal_name' => $this->legal_name ?: $this->name,
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'dba_name' => $this->dba_name,
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'legal_structure' => $this->legal_structure,
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'tin_ein' => $this->tin_ein,
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'corporate_address' => $this->getCorporateAddress(),
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];
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}
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/**
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* Update compliance documents timestamp
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*/
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public function updateComplianceDocuments()
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{
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$this->update(['compliance_documents_updated_at' => now()]);
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}
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// Archive/Restore (LeafLink pattern)
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public function archive(string $reason = null)
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{
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$this->update([
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'is_active' => false,
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'archived_at' => now(),
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'archived_reason' => $reason,
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]);
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// Archive related entities
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$this->locations()->update(['is_active' => false]);
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$this->contacts()->update(['is_active' => false]);
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}
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public function restore()
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{
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$this->update([
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'is_active' => true,
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'archived_at' => null,
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'archived_reason' => null,
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]);
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}
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// Company Setup Progress Tracking (Based on CRM Form Analysis)
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/**
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* Calculate company setup progress percentage and step details
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* Based on the 5-step form from the old CRM: Company → Billing → Delivery → Documents → Review
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*/
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public function getSetupProgress(): array
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{
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$steps = [
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'company_profile' => [
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'name' => 'Company Profile',
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'weight' => 20,
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'fields' => ['name', 'dba_name', 'license_number', 'tin_ein', 'business_type', 'physical_address', 'physical_city', 'physical_state']
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],
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'contact_billing' => [
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'name' => 'Contact & Billing',
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'weight' => 25,
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'fields' => ['business_phone', 'business_email', 'billing_address', 'billing_city', 'billing_state', 'ap_contact_first_name', 'ap_contact_last_name', 'ap_contact_email']
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],
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'delivery_info' => [
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'name' => 'Delivery Information',
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'weight' => 15,
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'fields' => ['shipping_address', 'shipping_city', 'delivery_preferences', 'delivery_contact_name', 'delivery_contact_phone']
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],
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'compliance_docs' => [
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'name' => 'Compliance Documents',
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'weight' => 30,
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'fields' => ['cannabis_license_path', 'w9_form_path', 'insurance_certificate_path', 'business_license_path']
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],
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'final_review' => [
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'name' => 'Final Review',
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'weight' => 10,
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'fields' => ['buyer_name', 'buyer_email', 'preferred_contact_method']
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]
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];
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$stepResults = [];
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$totalProgress = 0;
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foreach ($steps as $stepKey => $stepConfig) {
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$requiredFields = collect($stepConfig['fields']);
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$filledFields = $requiredFields->filter(function($field) {
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return !empty($this->$field);
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});
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$stepPercentage = $requiredFields->count() > 0
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? ($filledFields->count() / $requiredFields->count()) * 100
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: 0;
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$stepResults[$stepKey] = [
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'name' => $stepConfig['name'],
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'completed' => $stepPercentage >= 100,
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'percentage' => $stepPercentage,
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'weight' => $stepConfig['weight'],
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'filled_fields' => $filledFields->count(),
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'total_fields' => $requiredFields->count(),
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];
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$totalProgress += ($stepPercentage / 100) * $stepConfig['weight'];
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}
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return [
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'percentage' => round($totalProgress, 1),
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'steps' => $stepResults,
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'is_complete' => $totalProgress >= 95, // 95% threshold for completion
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'completed_at' => $this->setup_completed_at,
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];
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}
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/**
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* Check if company setup is complete enough to enable purchasing
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*/
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public function canPurchase(): bool
|
|
{
|
|
$progress = $this->getSetupProgress();
|
|
|
|
// Must have minimum required fields
|
|
$requiredForPurchase = [
|
|
'name', 'license_number', 'business_phone', 'business_email',
|
|
'billing_address', 'payment_method',
|
|
'cannabis_license_path', 'w9_form_path', 'business_license_path'
|
|
];
|
|
|
|
foreach ($requiredForPurchase as $field) {
|
|
if (empty($this->$field)) {
|
|
return false;
|
|
}
|
|
}
|
|
|
|
return $progress['percentage'] >= 75; // 75% minimum for purchasing
|
|
}
|
|
|
|
/**
|
|
* Mark company setup as complete and submit for approval
|
|
*/
|
|
public function markSetupComplete(): void
|
|
{
|
|
$this->update([
|
|
'setup_completed_at' => now(),
|
|
'onboarding_completed' => true,
|
|
'status' => 'submitted', // Submit for admin approval
|
|
'application_submitted_at' => now(),
|
|
]);
|
|
}
|
|
|
|
/**
|
|
* Get setup status for dashboard display
|
|
*/
|
|
public function getSetupStatus(): array
|
|
{
|
|
$progress = $this->getSetupProgress();
|
|
|
|
if ($progress['is_complete']) {
|
|
return [
|
|
'status' => 'complete',
|
|
'message' => 'Company setup complete! You can now purchase cannabis products.',
|
|
'color' => 'success'
|
|
];
|
|
} elseif ($progress['percentage'] >= 75) {
|
|
return [
|
|
'status' => 'ready',
|
|
'message' => 'Setup nearly complete. You can start purchasing!',
|
|
'color' => 'primary'
|
|
];
|
|
} elseif ($progress['percentage'] >= 50) {
|
|
return [
|
|
'status' => 'in_progress',
|
|
'message' => 'Good progress! Complete your setup to start purchasing.',
|
|
'color' => 'warning'
|
|
];
|
|
} else {
|
|
return [
|
|
'status' => 'started',
|
|
'message' => 'Complete your company setup to start purchasing cannabis products.',
|
|
'color' => 'info'
|
|
];
|
|
}
|
|
}
|
|
}
|