Files
hub/app/Http/Controllers/Seller/Sales/ExportController.php
kelly 6c96aaa11b feat: add Export functionality for sales data (Sprint 6)
ExportController with CSV exports for:
- accounts: All assigned accounts with order history summary
- account-history: Detailed order history for meeting prep
- prospects: Lead data with insights for pitch preparation
- competitors: Competitor replacement mappings for sales training
- pitch: Pitch builder with contact info, insights, success stories

Added export buttons to:
- Accounts index (Export CSV button)
- Account show (Export History button)
- Prospects index (Export CSV button)
- Prospect show (Export Pitch button)
- Competitors index (Export CSV button)

All exports stream as CSV for instant download without memory issues.
2025-12-15 17:33:19 -07:00

335 lines
12 KiB
PHP

<?php
namespace App\Http\Controllers\Seller\Sales;
use App\Http\Controllers\Controller;
use App\Models\Business;
use App\Models\Crm\CrmLead;
use App\Models\Order;
use App\Models\SalesRepAssignment;
use Illuminate\Support\Facades\Auth;
use Illuminate\Support\Str;
use Symfony\Component\HttpFoundation\StreamedResponse;
class ExportController extends Controller
{
/**
* Export accounts assigned to the current sales rep as CSV.
*/
public function accounts(Business $business): StreamedResponse
{
$user = Auth::user();
// Get assigned account IDs
$assignedAccountIds = SalesRepAssignment::where('business_id', $business->id)
->where('user_id', $user->id)
->where('assignable_type', Business::class)
->pluck('assignable_id');
$accounts = Business::whereIn('id', $assignedAccountIds)
->with(['locations', 'contacts'])
->get();
$filename = 'my-accounts-'.now()->format('Y-m-d').'.csv';
return $this->streamCsv($filename, function () use ($accounts, $business) {
$handle = fopen('php://output', 'w');
// Header row
fputcsv($handle, [
'Account Name',
'Status',
'Primary Location',
'City',
'State',
'ZIP',
'Primary Contact',
'Email',
'Phone',
'Last Order Date',
'Last Order Total',
'Days Since Order',
]);
foreach ($accounts as $account) {
$location = $account->locations->first();
$contact = $account->contacts->first();
// Get last order
$lastOrder = Order::where('business_id', $account->id)
->whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
->orderBy('created_at', 'desc')
->first();
fputcsv($handle, [
$account->name,
$account->status ?? 'active',
$location?->name ?? '',
$location?->city ?? '',
$location?->state ?? '',
$location?->zipcode ?? '',
$contact?->name ?? '',
$contact?->email ?? '',
$contact?->phone ?? '',
$lastOrder?->created_at?->format('Y-m-d') ?? '',
$lastOrder ? '$'.number_format($lastOrder->total / 100, 2) : '',
$lastOrder ? now()->diffInDays($lastOrder->created_at) : '',
]);
}
fclose($handle);
});
}
/**
* Export a single account's order history for meeting prep.
*/
public function accountHistory(Business $business, Business $account): StreamedResponse
{
// Verify assignment
$isAssigned = SalesRepAssignment::where('business_id', $business->id)
->where('user_id', Auth::id())
->where('assignable_type', Business::class)
->where('assignable_id', $account->id)
->exists();
if (! $isAssigned) {
abort(403, 'Account not assigned to you');
}
$orders = Order::where('business_id', $account->id)
->whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
->with(['items.product'])
->orderBy('created_at', 'desc')
->limit(50)
->get();
$filename = Str::slug($account->name).'-history-'.now()->format('Y-m-d').'.csv';
return $this->streamCsv($filename, function () use ($orders, $account) {
$handle = fopen('php://output', 'w');
// Account summary header
fputcsv($handle, ['Account Summary: '.$account->name]);
fputcsv($handle, ['Generated: '.now()->format('F j, Y')]);
fputcsv($handle, ['Total Orders: '.$orders->count()]);
fputcsv($handle, ['']);
// Order details header
fputcsv($handle, [
'Order Number',
'Date',
'Status',
'Product',
'SKU',
'Quantity',
'Unit Price',
'Line Total',
'Order Total',
]);
foreach ($orders as $order) {
$firstItem = true;
foreach ($order->items as $item) {
fputcsv($handle, [
$firstItem ? $order->order_number : '',
$firstItem ? $order->created_at->format('Y-m-d') : '',
$firstItem ? ucfirst($order->status) : '',
$item->product?->name ?? 'Unknown',
$item->product?->sku ?? '',
$item->quantity,
'$'.number_format($item->price / 100, 2),
'$'.number_format(($item->price * $item->quantity) / 100, 2),
$firstItem ? '$'.number_format($order->total / 100, 2) : '',
]);
$firstItem = false;
}
}
fclose($handle);
});
}
/**
* Export prospect data with insights for pitch preparation.
*/
public function prospects(Business $business): StreamedResponse
{
$user = Auth::user();
$leads = CrmLead::where('business_id', $business->id)
->where('assigned_to', $user->id)
->with(['insights'])
->get();
$filename = 'prospects-'.now()->format('Y-m-d').'.csv';
return $this->streamCsv($filename, function () use ($leads) {
$handle = fopen('php://output', 'w');
// Header row
fputcsv($handle, [
'Company Name',
'Contact Name',
'Email',
'Phone',
'City',
'State',
'Status',
'Source',
'License Number',
'Gaps',
'Pain Points',
'Opportunities',
'Notes',
]);
foreach ($leads as $lead) {
$gaps = $lead->insights->where('insight_type', 'gap')->pluck('description')->implode('; ');
$painPoints = $lead->insights->where('insight_type', 'pain_point')->pluck('description')->implode('; ');
$opportunities = $lead->insights->where('insight_type', 'opportunity')->pluck('description')->implode('; ');
fputcsv($handle, [
$lead->company_name,
$lead->contact_name ?? '',
$lead->email ?? '',
$lead->phone ?? '',
$lead->city ?? '',
$lead->state ?? '',
ucfirst($lead->status),
$lead->source ?? '',
$lead->license_number ?? '',
$gaps,
$painPoints,
$opportunities,
$lead->notes ?? '',
]);
}
fclose($handle);
});
}
/**
* Export competitor replacement data for sales training.
*/
public function competitors(Business $business): StreamedResponse
{
$replacements = \App\Models\CompetitorReplacement::where('business_id', $business->id)
->with(['product.brand'])
->orderBy('competitor_name')
->get();
$filename = 'competitor-replacements-'.now()->format('Y-m-d').'.csv';
return $this->streamCsv($filename, function () use ($replacements) {
$handle = fopen('php://output', 'w');
fputcsv($handle, [
'Competitor Brand',
'Competitor Product',
'Our Product',
'Our SKU',
'Our Brand',
'Why Ours is Better',
]);
foreach ($replacements as $replacement) {
fputcsv($handle, [
$replacement->competitor_name,
$replacement->competitor_product_name ?? 'Any product',
$replacement->product->name,
$replacement->product->sku,
$replacement->product->brand?->name ?? '',
$replacement->advantage_notes ?? '',
]);
}
fclose($handle);
});
}
/**
* Generate a pitch builder export for a specific prospect.
*/
public function pitchBuilder(Business $business, CrmLead $lead): StreamedResponse
{
// Verify assignment
if ($lead->assigned_to !== Auth::id()) {
abort(403, 'Lead not assigned to you');
}
// Get similar successful accounts for reference
$successStories = Business::where('type', 'buyer')
->whereHas('orders', function ($query) use ($business) {
$query->whereHas('items.product.brand', fn ($q) => $q->where('business_id', $business->id))
->where('created_at', '>=', now()->subMonths(3));
})
->when($lead->city, fn ($q) => $q->whereHas('locations', fn ($l) => $l->where('city', $lead->city)))
->with(['locations'])
->limit(5)
->get();
$filename = 'pitch-'.Str::slug($lead->company_name).'-'.now()->format('Y-m-d').'.csv';
return $this->streamCsv($filename, function () use ($lead, $successStories) {
$handle = fopen('php://output', 'w');
// Prospect info
fputcsv($handle, ['PITCH PREPARATION: '.$lead->company_name]);
fputcsv($handle, ['Generated: '.now()->format('F j, Y')]);
fputcsv($handle, ['']);
// Contact info
fputcsv($handle, ['CONTACT INFORMATION']);
fputcsv($handle, ['Contact Name', $lead->contact_name ?? 'N/A']);
fputcsv($handle, ['Email', $lead->email ?? 'N/A']);
fputcsv($handle, ['Phone', $lead->phone ?? 'N/A']);
fputcsv($handle, ['Location', ($lead->city ?? '').($lead->city && $lead->state ? ', ' : '').($lead->state ?? '')]);
fputcsv($handle, ['License', $lead->license_number ?? 'N/A']);
fputcsv($handle, ['']);
// Insights
fputcsv($handle, ['IDENTIFIED GAPS & OPPORTUNITIES']);
foreach ($lead->insights as $insight) {
fputcsv($handle, [
ucfirst(str_replace('_', ' ', $insight->insight_type)),
$insight->description,
]);
}
fputcsv($handle, ['']);
// Success stories
fputcsv($handle, ['SIMILAR SUCCESSFUL ACCOUNTS (Reference for pitch)']);
fputcsv($handle, ['Account Name', 'Location']);
foreach ($successStories as $account) {
$location = $account->locations->first();
fputcsv($handle, [
$account->name,
($location?->city ?? '').($location?->city && $location?->state ? ', ' : '').($location?->state ?? ''),
]);
}
fputcsv($handle, ['']);
fputcsv($handle, ['NOTES']);
fputcsv($handle, [$lead->notes ?? 'No additional notes']);
fclose($handle);
});
}
/**
* Helper to stream a CSV response.
*/
private function streamCsv(string $filename, callable $callback): StreamedResponse
{
return response()->stream($callback, 200, [
'Content-Type' => 'text/csv',
'Content-Disposition' => 'attachment; filename="'.$filename.'"',
'Pragma' => 'no-cache',
'Cache-Control' => 'must-revalidate, post-check=0, pre-check=0',
'Expires' => '0',
]);
}
}