← R&D requests / New

New R&D request

Not saved

Request info

filled by Sales at creation

Request #

Series RND-{yyyy}-{seq} — next sequence suggested, editable.

Customer *

FK customers.id — Sales creates the request from the customer conversation.

Contact person

Contact number

Product name *

Product type *

Target ingredients

Reference product

Target price point

Target quantity

Raw materials

Requested date

defaults to today

Deadline * (the only priority)

The ONLY prioritisation signal — no priority field (founder decision). List sorts by deadline ascending.

Factory *

Filament tenant — determines which factory works the request.

Assignment

PIC

R&D lead assigns

Designer

Design is a parallel side-track — never blocks the R&D status.

Client context

Visible to Sales + Boss + R&D lead ONLY

Section-level visibility policy — hidden from FM / QC / QA / operators (never rendered, not just disabled).

Cancel Create request

On create: status = Requested (5-status model: Requested → In development → Sample sent → Confirmed / Cancelled), auto-logs the first progress entry “— → Requested. Created by Sales (customer tagged).” (see RND-2026-00011 log).

Project Gaia — static mockup in Filament v3 idiom. No backend. Create navigates to the RND-2026-00011 worked example; RND-2026-00015 would be the next number in the series (snapshot 2026-04-12).

Field	Filament component	Type	Source	FK target
Request #	TextInput (series RND-{yyyy}-{seq,5})	string	stored: rnd_requests.code — next sequence suggested at create, user-editable	—
Customer	Select::searchable() + createOptionForm	FK	stored: rnd_requests.customer_id — Sales creates the request from the customer conversation	customers.id
Contact person / number	TextInput ×2	string	stored: contact_name, contact_phone — free text, not the customer master contact	—
Product name / type	TextInput + Select	string + enum	stored: product_name, product_type enum (Sachet / Capsule / Gummy / Drink / Tea)	—
Target ingredients	TextInput	text	stored: target_ingredients — free text at request stage, structured later in the formulation	—
Reference product	TextInput	text	stored: reference_product — what the customer pointed at ("same as current blend but no sugar")	—
Target price / quantity	TextInput ×2	text	stored: target_price, target_qty — kept as text (ranges like "RM 12–15 per box" are normal at intake)	—
Raw materials	Select	enum	stored: raw_material_status — Existing (all in item master) / Requesting (waiting supplier samples)	—
Requested date	DatePicker::default(today)	date	stored: requested_date	—
Deadline	DatePicker::required()	date	stored: deadline — the ONLY priority signal (founder decision: no priority field); list default-sorts by deadline ascending	—
Factory	Select (Filament tenant)	FK	stored: factory_id — determines which factory works the request	factories.id
Assignment	Select → users ×2	FK ×2	stored: pic_user_id (R&D lead assigns), designer_user_id (nullable — parallel design side-track)	users.id
Client context	Textarea in Section::visible(fn)	text	stored: rnd_requests.client_context — section-level visibility policy: Sales + Boss + R&D lead only; hidden from FM / QC / QA / operators (never rendered, not just disabled)	—

Field

Filament component

Type

Source

FK target

Request #

TextInput (series RND-{yyyy}-{seq,5})

string

stored: rnd_requests.code — next sequence suggested at create, user-editable

—

Customer

Select::searchable() + createOptionForm

stored: rnd_requests.customer_id — Sales creates the request from the customer conversation

customers.id

Contact person / number

TextInput ×2

string

stored: contact_name, contact_phone — free text, not the customer master contact

—

Product name / type

TextInput + Select

string + enum

stored: product_name, product_type enum (Sachet / Capsule / Gummy / Drink / Tea)

—

Target ingredients

TextInput

text

stored: target_ingredients — free text at request stage, structured later in the formulation

—

Reference product

TextInput

text

stored: reference_product — what the customer pointed at ("same as current blend but no sugar")

—

Target price / quantity

TextInput ×2

text

stored: target_price, target_qty — kept as text (ranges like "RM 12–15 per box" are normal at intake)

—

Raw materials

Select

enum

stored: raw_material_status — Existing (all in item master) / Requesting (waiting supplier samples)

—

Requested date

DatePicker::default(today)

date

stored: requested_date

—

Deadline

DatePicker::required()

date

stored: deadline — the ONLY priority signal (founder decision: no priority field); list default-sorts by deadline ascending

—

Factory

Select (Filament tenant)

stored: factory_id — determines which factory works the request

factories.id

Assignment

Select → users ×2

FK ×2

stored: pic_user_id (R&D lead assigns), designer_user_id (nullable — parallel design side-track)

users.id

Client context

Textarea in Section::visible(fn)

text

stored: rnd_requests.client_context — section-level visibility policy: Sales + Boss + R&D lead only; hidden from FM / QC / QA / operators (never rendered, not just disabled)

—

New R&D request

Request info

Assignment

Client context

New R&D request — field manifest

Engine notes