[ADVAPP-1154]: Introduce the ability to create confidential interactions and to share those with other users or teams of users

app-modules/interaction/database/factories/InteractionConfidentialTeamFactory.php

@@ -0,0 +1,60 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+namespace AdvisingApp\Interaction\Database\Factories;
+
+use AdvisingApp\Interaction\Models\InteractionConfidentialTeam;
+use AdvisingApp\Team\Database\Factories\TeamFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<InteractionConfidentialTeam>
+ */
+class InteractionConfidentialTeamFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            'interaction_id' => InteractionFactory::new()->create(),
+            'team_id' => TeamFactory::new()->create(),
+        ];
+    }
+}

app-modules/interaction/database/factories/InteractionConfidentialUserFactory.php

@@ -0,0 +1,60 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+namespace AdvisingApp\Interaction\Database\Factories;
+
+use AdvisingApp\Interaction\Models\InteractionConfidentialUser;
+use Database\Factories\UserFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<InteractionConfidentialUser>
+ */
+class InteractionConfidentialUserFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            'interaction_id' => InteractionFactory::new()->create(),
+            'user_id' => UserFactory::new()->create(),
+        ];
+    }
+}

app-modules/interaction/database/migrations/2025_01_24_141857_add_is_confidential_to_interactions_table.php

@@ -0,0 +1,55 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class () extends Migration {
+    public function up(): void
+    {
+        Schema::table('interactions', function (Blueprint $table) {
+            $table->boolean('is_confidential')->default(false);
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::table('interactions', function (Blueprint $table) {
+            $table->dropColumn('is_confidential');
+        });
+    }
+};

app-modules/interaction/database/migrations/2025_01_24_162843_create_interaction_confidential_users_table.php

@@ -0,0 +1,56 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class () extends Migration {
+    public function up(): void
+    {
+        Schema::create('interaction_confidential_users', function (Blueprint $table) {
+            $table->uuid('id')->primary();
+            $table->foreignUuid('interaction_id')->constrained()->cascadeOnDelete();
+            $table->foreignUuid('user_id')->constrained()->cascadeOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('interaction_confidential_users');
+    }
+};

app-modules/interaction/database/migrations/2025_01_24_162901_create_interaction_confidential_teams_table.php

@@ -0,0 +1,56 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class () extends Migration {
+    public function up(): void
+    {
+        Schema::create('interaction_confidential_teams', function (Blueprint $table) {
+            $table->uuid('id')->primary();
+            $table->foreignUuid('interaction_id')->constrained()->cascadeOnDelete();
+            $table->foreignUuid('team_id')->constrained()->cascadeOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('interaction_confidential_teams');
+    }
+};

app-modules/interaction/database/migrations/2025_01_29_043853_data_activate_confidential_interaction_feature.php

@@ -0,0 +1,50 @@
+<?php
+
+/*
+<COPYRIGHT>
+
+    Copyright © 2016-2025, Canyon GBS LLC. All rights reserved.
+
+    Advising App™ is licensed under the Elastic License 2.0. For more details,
+    see https://github.com/canyongbs/advisingapp/blob/main/LICENSE.
+
+    Notice:
+
+    - You may not provide the software to third parties as a hosted or managed
+      service, where the service provides users with access to any substantial set of
+      the features or functionality of the software.
+    - You may not move, change, disable, or circumvent the license key functionality
+      in the software, and you may not remove or obscure any functionality in the
+      software that is protected by the license key.
+    - You may not alter, remove, or obscure any licensing, copyright, or other notices
+      of the licensor in the software. Any use of the licensor’s trademarks is subject
+      to applicable law.
+    - Canyon GBS LLC respects the intellectual property rights of others and expects the
+      same in return. Canyon GBS™ and Advising App™ are registered trademarks of
+      Canyon GBS LLC, and we are committed to enforcing and protecting our trademarks
+      vigorously.
+    - The software solution, including services, infrastructure, and code, is offered as a
+      Software as a Service (SaaS) by Canyon GBS LLC.
+    - Use of this software implies agreement to the license terms and conditions as stated
+      in the Elastic License 2.0.
+
+    For more information or inquiries please visit our website at
+    https://www.canyongbs.com or contact us via email at legal@canyongbs.com.
+
+</COPYRIGHT>
+*/
+
+use App\Features\ConfidentialInteractionFeatureFlag;
+use Illuminate\Database\Migrations\Migration;
+
+return new class () extends Migration {
+    public function up(): void
+    {
+        ConfidentialInteractionFeatureFlag::activate();
+    }
+
+    public function down(): void
+    {
+        ConfidentialInteractionFeatureFlag::deactivate();
+    }
+};

app-modules/interaction/src/Filament/Concerns/HasManyMorphedInteractionsTrait.php

@@ -38,15 +38,18 @@
 
 use AdvisingApp\Interaction\Models\Interaction;
 use AdvisingApp\Prospect\Models\Prospect;
+use App\Features\ConfidentialInteractionFeatureFlag;
 use App\Filament\Tables\Columns\IdColumn;
 use Carbon\CarbonInterface;
 use Filament\Infolists\Components\Fieldset;
+use Filament\Infolists\Components\IconEntry;
 use Filament\Infolists\Components\TextEntry;
 use Filament\Infolists\Infolist;
 use Filament\Tables\Actions\CreateAction;
 use Filament\Tables\Actions\DeleteAction;
 use Filament\Tables\Actions\EditAction;
 use Filament\Tables\Actions\ViewAction;
+use Filament\Tables\Columns\IconColumn;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Table;
 
@@ -56,6 +59,11 @@ public function infolist(Infolist $infolist): Infolist
     {
         return $infolist
             ->schema([
+                IconEntry::make('is_confidential')
+                    ->label('')
+                    ->icon(fn (string $state): ?string => $state ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(fn (string $state): ?string => $state ? 'Confidential Interaction' : null)
+                    ->visible(fn ($record): bool => ConfidentialInteractionFeatureFlag::active() && $record->is_confidential),
                 TextEntry::make('user.name')
                     ->label('Created By'),
                 Fieldset::make('Details')
@@ -94,6 +102,12 @@ public function table(Table $table): Table
             ->recordTitleAttribute('id')
             ->columns([
                 IdColumn::make(),
+                IconColumn::make('is_confidential')
+                    ->label('Confidential')
+                    ->trueIcon('heroicon-o-lock-closed')
+                    ->falseIcon('')
+                    ->tooltip(fn (string $state): ?string => $state ? 'Confidential Interaction' : null)
+                    ->visible(fn (): bool => ConfidentialInteractionFeatureFlag::active()),
                 TextColumn::make('initiative.name'),
                 TextColumn::make('driver.name'),
                 TextColumn::make('division.name'),