Customer List

First-Pass Node Dossier

This page is an evidence-backed node dossier generated from the domain hierarchy and node questionnaire.

What It Is

Customer List is the customer-owned product list concept in Pyle. It is a list of products attached to a customer and a user, with a visibility setting that controls whether the list stays private or can be shared.

Parent hierarchy:

• Customer Management
• Customer-Owned Records
• Customer List

Primary implementation paths:

• packages/framework/src/Models/CustomerList.php
• packages/framework/src/Actions/CustomerList
• packages/storefront/src/Livewire/Storefront/CustomerList
• packages/storefront/src/Livewire/Storefront/MyAccount/Lists
• packages/storefront/src/Livewire/Storefront/MyAccount/List

What Users Can Do With It

Direct capabilities

Storefront users can:

• create a new list
• rename or update a list
• switch a list between private and public
• add products to a list
• remove products from a list
• download a list as a PDF
• open the quote flow from a list

Indirect capabilities

Other workflows use customer lists without treating them as a standalone admin object:

• product cards and cart items can add products to a list
• shared lists can be opened by link when visibility allows it
• wishlist content can be migrated into customer lists
• list contents can be reused later as a quote or follow-up workflow

Where It Is Managed

Channel	Role	Notes
Storefront my-account lists page	Direct	Users see their saved lists here
Storefront list page	Direct	Users manage one list, share it, download it, or open quote-related flows
Storefront add-to-list dialog	Direct	Users create a list or add products into an existing list
Product card and cart item buttons	Indirect	Users can add products to a list from shopping surfaces
Wishlist migration	Direct system-owned	Legacy wishlist content can be moved into customer lists

Sources:

• packages/storefront/src/Livewire/Storefront/MyAccount/Lists/Page.php
• packages/storefront/src/Livewire/Storefront/MyAccount/List/Page.php
• packages/storefront/src/Livewire/Storefront/CustomerList/CreateDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/EditDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/ShareDialog.php
• packages/framework/src/Actions/CustomerList/MigrateWishlistsToCustomerList.php

Channel-Level Field Coverage

List creation and editing

The packaged list workflow exposes:

• name
• project_name
• visibility_status

The backend also stores:

• customer_id
• user_id
• uuid

Source:

• packages/storefront/src/Livewire/Storefront/CustomerList/CreateDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/EditDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/ShareDialog.php
• packages/framework/src/Models/CustomerList.php

Product membership

List items carry:

• product_id
• quantity

Source:

• packages/framework/src/Models/CustomerListProduct.php

Configuration And Data Model

Key model characteristics:

• customer-owned
• user-owned
• soft-deletable
• visibility-aware
• product-list pivot based

Important field groups:

Field Group	Purpose
identity	uuid
ownership	customer_id, user_id
display	name, project_name
visibility	visibility_status

Visibility behavior:

• private lists stay within the owner context
• public lists can be shared through a link
• shared lists remain tied to the original user and customer

Sources:

• packages/framework/src/Models/CustomerList.php
• packages/framework/src/Enums/CustomerListVisiblityEnum.php

Relationships

Customer List directly relates to:

• customer
• user
• products
• comments

Source:

• packages/framework/src/Models/CustomerList.php

Rules And Downstream Effects

Important rules and effects:

• a list belongs to the current customer account context
• a public list can be opened through its share URL
• the quote/open flow dispatches the list into a separate follow-up dialog
• list updates refresh storefront list state after save

Sources:

• packages/storefront/src/Livewire/Storefront/MyAccount/List/Page.php
• packages/storefront/src/Livewire/Storefront/CustomerList/ShareDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/EditDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/AddToCustomerListDialog.php

Integrations And Automation

PDF download

The list page can render a PDF export of the current list and its products.

Source:

• packages/storefront/src/Livewire/Storefront/MyAccount/List/Page.php

Wishlist migration

The framework includes a migration path that converts wishlists into customer lists.

Source:

• packages/framework/src/Actions/CustomerList/MigrateWishlistsToCustomerList.php

Product entry points

Products can be added to lists from product cards and cart item surfaces.

Sources:

• packages/storefront/src/Livewire/Storefront/Product/Card/AddToCustomerListButton.php
• packages/storefront/src/Livewire/Storefront/Cart/Items/ItemBlock/AddToCustomerListButton.php

Where It Appears To End Users

Customer List appears in:

• the my-account lists page
• the individual list page
• the add-to-list dialog from product and cart surfaces

Sources:

• packages/storefront/src/Livewire/Storefront/MyAccount/Lists/Page.php
• packages/storefront/src/Livewire/Storefront/MyAccount/List/Page.php
• packages/storefront/src/Livewire/Storefront/CustomerList/AddToCustomerListDialog.php

Current Documentation Takeaways

• Customer lists are the storefront list-keeping concept, not an admin-only data table.
• Public/private visibility is the main sharing control.
• The feature overlaps with wishlists, but the framework now exposes customer lists as the stronger workflow.

Open Questions

• This sprint did not find a dedicated admin-side customer-list management screen.
• The quote/open dialog is dispatched from the list page, but the downstream quoting destination lives elsewhere in the storefront app.

Sources

• packages/framework/src/Models/CustomerList.php
• packages/framework/src/Models/CustomerListProduct.php
• packages/framework/src/Actions/CustomerList/CreateCustomerList.php
• packages/framework/src/Actions/CustomerList/UpdateCustomerList.php
• packages/framework/src/Actions/CustomerList/DeleteCustomerList.php
• packages/framework/src/Actions/CustomerList/MigrateWishlistsToCustomerList.php
• packages/storefront/src/Livewire/Storefront/CustomerList/CreateDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/EditDialog.php
• packages/storefront/src/Livewire/Storefront/CustomerList/ShareDialog.php
• packages/storefront/src/Livewire/Storefront/MyAccount/Lists/Page.php
• packages/storefront/src/Livewire/Storefront/MyAccount/List/Page.php