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feat(client): add financial reports and ledger management

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- Add trial balance and general ledger pages to client resource with interactive tables
- Implement sales and expenses relation managers for client-specific transactions
- Enhance transaction handling with proper tax and withholding calculations
- Add date casting to Transaction model and define client relationships
- Configure super admin role bypass in AppServiceProvider
- Update Filament components and fix JavaScript formatting issues
This commit is contained in:
Jp
2026-02-09 16:20:55 +08:00
parent 91eb1fbe63
commit 207f4c1609
43 changed files with 3412 additions and 2967 deletions
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23
app/DataObjects/CreateBalanceDTO.php
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@@ -15,16 +15,27 @@ class CreateBalanceDTO extends Data
public ?int $id = null,
public ?int $ledger_id = null,
public ?int $account_id = null,
public ?int $branch_id = null
public ?int $branch_id = null,
public string $type = 'debit'
) {
$account = Account::query()->where('id', $this->account_id)->first();
$account = Account::with('accountType')->where('id', $this->account_id)->first();
$currentBalance = $account ? $account->current_balance : 0;
$normalBalance = strtolower($account->accountType->normal_balance ?? 'debit');
$transactionType = strtolower($this->type);
if ($account->normal_balance == 'credit') {
$this->balance = $currentBalance - $this->amount;
} else {
$this->balance = $currentBalance + $this->amount;
if ($transactionType === 'debit') {
if ($normalBalance === 'debit') {
$this->balance = $currentBalance + $this->amount;
} else {
$this->balance = $currentBalance - $this->amount;
}
} else { // credit
if ($normalBalance === 'credit') {
$this->balance = $currentBalance + $this->amount;
} else {
$this->balance = $currentBalance - $this->amount;
}
}
}
}