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The customer and equipment modules form the foundation of ElectroFix AI’s service management. Customers own equipment, equipment requires service, and service orders track repair history.

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Customer Management

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Customer Structure

Each customer record contains essential contact information: 
protected $fillable = [
    'company_id',
    'name',
    'email',
    'phone',
    'address',
];
See: app/Models/Customer.php:14-20

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Creating Customers

Workers and admins create customers through the interface:
Customer::create([
    'company_id' => $user->company_id,
    'name' => 'María González',
    'email' => '[email protected]',
    'phone' => '+52 33 1234 5678',
    'address' => 'Av. Revolución 123, Guadalajara',
]);
See: app/Http/Controllers/Worker/CustomerController.php:36-44

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Validation Rules

From app/Http/Requests/StoreCustomerRequest.php:14-22:
FieldTypeRules
namestringRequired, max 255 chars
emailstringRequired, valid email, max 255
phonestringOptional, max 50 chars
addressstringOptional, max 255 chars
Authorization: Workers, admins, and developers can create customers. Find customers by name, email, or phone: 
if ($search = trim($request->query('search'))) {
    $query->where(function ($q) use ($search) {
        $q->where('name', 'like', "%{$search}%")
            ->orWhere('email', 'like', "%{$search}%")
            ->orWhere('phone', 'like', "%{$search}%");
    });
}
See: app/Http/Controllers/Worker/CustomerController.php:21-27

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Customer Display Name

Billing documents show appropriate customer names: 
public function customerDisplayName(): string
{
    if ($this->customer_mode === 'walk_in') {
        return $this->walk_in_name ?: 'Cliente de Mostrador';
    }
    
    return $this->customer?->name ?: 'Cliente no disponible';
}
See: app/Models/BillingDocument.php:63-70

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Equipment Management

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Equipment Structure

Equipment records track devices requiring service: 
protected $fillable = [
    'company_id',
    'customer_id',
    'type',           // e.g., "Refrigerador", "Lavadora"
    'brand',          // e.g., "Samsung", "LG"
    'model',          // e.g., "RT38K5930SL"
    'serial_number',  // Optional unique identifier
];
See: app/Models/Equipment.php:16-23

​
Creating Equipment

Link equipment to existing customers:
$customer = Customer::findOrFail($request->integer('customer_id'));

if ($customer->company_id !== $user->company_id) {
    abort(403, 'Customer does not belong to your company.');
}

Equipment::create([
    'company_id' => $customer->company_id,
    'customer_id' => $customer->id,
    'type' => 'Refrigerador',
    'brand' => 'Samsung',
    'model' => 'RT38K5930SL',
    'serial_number' => 'A1B2C3D4',
]);
See: app/Http/Controllers/Worker/EquipmentController.php:44-58

​
Validation Rules

From app/Http/Requests/StoreEquipmentRequest.php:14-23:
FieldTypeRules
customer_idintegerRequired, must exist
typestringRequired, max 100 chars
brandstringRequired, max 100 chars
modelstringOptional, max 150 chars
serial_numberstringOptional, max 150 chars

By Brand

where('brand', 'like', "%Samsung%")

By Model

where('model', 'like', "%RT38K%")

By Type

where('type', 'like', "%Refri%")
Also searches by customer name: 
$equipments->where(function ($q) use ($search) {
    $q->where('brand', 'like', "%{$search}%")
        ->orWhere('model', 'like', "%{$search}%")
        ->orWhere('type', 'like', "%{$search}%")
        ->orWhereHas('customer', function ($cq) use ($search) {
            $cq->where('name', 'like', "%{$search}%");
        });
});
See: app/Http/Controllers/Worker/EquipmentController.php:25-34

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Service History

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Customer Service History

Customers maintain relationships with all their service orders: 
public function orders(): HasMany
{
    return $this->hasMany(Order::class);
}
Example query for customer history: 
$customer = Customer::with([
    'orders' => function ($query) {
        $query->latest()->limit(10);
    },
    'orders.equipment'
])->find($customerId);

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Equipment Service History

Equipment tracks all repairs performed: 
public function orders(): HasMany
{
    return $this->hasMany(Order::class);
}
Example query for equipment history: 
$equipment = Equipment::with([
    'orders' => function ($query) {
        $query->orderByDesc('created_at');
    }
])->find($equipmentId);

foreach ($equipment->orders as $order) {
    echo $order->symptoms;
    echo $order->status;
    echo $order->created_at;
}
See: app/Models/Equipment.php:35-38

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Billing History

Customers link to all billing documents: 
public function billingDocuments(): HasMany
{
    return $this->hasMany(BillingDocument::class);
}
Retrieve customer’s invoices: 
$invoices = BillingDocument::query()
    ->where('customer_id', $customer->id)
    ->where('document_type', 'invoice')
    ->with('items')
    ->latest()
    ->get();
See: app/Models/Customer.php:37-40

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Relations

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Customer Relations

public function company(): BelongsTo
{
    return $this->belongsTo(Company::class);
}

public function equipments(): HasMany
{
    return $this->hasMany(Equipment::class);
}

public function orders(): HasMany
{
    return $this->hasMany(Order::class);
}

public function billingDocuments(): HasMany
{
    return $this->hasMany(BillingDocument::class);
}
Relationship hierarchy:
  • Company → Customers (one-to-many)
  • Customer → Equipment (one-to-many)
  • Customer → Orders (one-to-many)
  • Customer → Billing Documents (one-to-many)
See: app/Models/Customer.php:22-40

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Equipment Relations

public function company(): BelongsTo
{
    return $this->belongsTo(Company::class);
}

public function customer(): BelongsTo
{
    return $this->belongsTo(Customer::class);
}

public function orders(): HasMany
{
    return $this->hasMany(Order::class);
}
Relationship hierarchy:
  • Company → Equipment (one-to-many)
  • Customer → Equipment (one-to-many)
  • Equipment → Orders (one-to-many)
See: app/Models/Equipment.php:25-38

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Business Rules

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Cross-Company Restrictions

Users can only view and manage customers from their own company:
if ($request->user()->role !== 'developer') {
    $query->where('company_id', $request->user()->company_id);
}
Developers can access all companies.
When creating equipment, customer must belong to user’s company:
if ($request->user()->role !== 'developer' && 
    $customer->company_id !== $request->user()->company_id) {
    abort(403, 'Customer does not belong to your company.');
}
Customer and equipment must belong to same company:
if ($customer->company_id !== $equipment->company_id) {
    abort(422, 'Customer and equipment must belong to same company.');
}
See: app/Services/OrderCreationService.php:28-30

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Data Display

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Customer List View

Typical customer listing: 
$customers = Customer::query()
    ->where('company_id', $user->company_id)
    ->orderByDesc('created_at')
    ->paginate(20);

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Equipment with Customer

Show equipment with owner information: 
$equipments = Equipment::query()
    ->with('customer')
    ->where('company_id', $user->company_id)
    ->orderByDesc('created_at')
    ->paginate(18);

foreach ($equipments as $equipment) {
    echo $equipment->brand . ' ' . $equipment->model;
    echo 'Owner: ' . $equipment->customer->name;
}
See: app/Http/Controllers/Worker/EquipmentController.php:16-22

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Order Context Loading

When displaying orders, load related customer and equipment: 
$orders = Order::query()
    ->with(['customer', 'equipment'])
    ->where('company_id', $companyId)
    ->orderByDesc('created_at')
    ->get();

foreach ($orders as $order) {
    echo 'Customer: ' . $order->customer->name;
    echo 'Equipment: ' . $order->equipment->brand . ' ' . $order->equipment->model;
    echo 'Status: ' . $order->status;
}
See: app/Http/Controllers/Worker/OrderController.php:25-27

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