feat(client): add financial reports and ledger management
- 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
142
app/Filament/Resources/ClientResource/Pages/GeneralLedger.php
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142
app/Filament/Resources/ClientResource/Pages/GeneralLedger.php
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@@ -0,0 +1,142 @@
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<?php
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namespace App\Filament\Resources\ClientResource\Pages;
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use App\Filament\Resources\ClientResource;
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use App\Models\Ledger;
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use Filament\Resources\Pages\Page;
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use Filament\Tables\Concerns\InteractsWithTable;
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use Filament\Tables\Contracts\HasTable;
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use Filament\Tables\Table;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Filters\SelectFilter;
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use Filament\Tables\Filters\Filter;
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use Filament\Forms\Components\DatePicker;
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use Illuminate\Database\Eloquent\Builder;
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use Filament\Resources\Pages\Concerns\InteractsWithRecord;
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use pxlrbt\FilamentExcel\Actions\Tables\ExportAction;
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use pxlrbt\FilamentExcel\Exports\ExcelExport;
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use pxlrbt\FilamentExcel\Columns\Column;
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class GeneralLedger extends Page implements HasTable
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{
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use InteractsWithTable;
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use InteractsWithRecord;
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protected static string $resource = ClientResource::class;
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protected static ?string $navigationIcon = 'heroicon-o-document-text';
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protected static string $view = 'filament.resources.client-resource.pages.general-ledger';
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public function mount(int | string $record): void
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{
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$this->record = $this->resolveRecord($record);
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}
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public function table(Table $table): Table
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{
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return $table
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->query(
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Ledger::query()
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->where('client_id', $this->getRecord()->id)
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->with(['account', 'transaction', 'journal'])
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)
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->columns([
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TextColumn::make('date')
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->label('Date')
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->state(function (Ledger $record) {
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return $record->transaction?->happened_on?->format('Y-m-d')
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?? $record->journal?->happened_on?->format('Y-m-d')
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?? $record->created_at->format('Y-m-d');
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})
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->sortable(),
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TextColumn::make('account.account')
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->label('Account')
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->searchable()
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->sortable(),
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TextColumn::make('description')
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->limit(50)
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->tooltip(function (TextColumn $column): ?string {
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$state = $column->getState();
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if (strlen($state) <= $column->getCharacterLimit()) {
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return null;
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}
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return $state;
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}),
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TextColumn::make('debit_amount')
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->label('Debit')
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->money('PHP')
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->sortable(),
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TextColumn::make('credit_amount')
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->label('Credit')
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->money('PHP')
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->sortable(),
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])
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->filters([
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SelectFilter::make('account')
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->relationship('account', 'account', fn (Builder $query) => $query->where('client_id', $this->getRecord()->id))
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->searchable()
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->preload(),
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Filter::make('date_range')
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->form([
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DatePicker::make('from'),
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DatePicker::make('to'),
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])
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->query(function (Builder $query, array $data): Builder {
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return $query
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->when(
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$data['from'],
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fn (Builder $query, $date): Builder => $query->where(function ($q) use ($date) {
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$q->whereHas('transaction', fn ($q) => $q->whereDate('happened_on', '>=', $date))
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->orWhereHas('journal', fn ($q) => $q->whereDate('happened_on', '>=', $date))
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->orWhere(fn($q) => $q->whereDoesntHave('transaction')->whereDoesntHave('journal')->whereDate('created_at', '>=', $date));
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})
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)
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->when(
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$data['to'],
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fn (Builder $query, $date): Builder => $query->where(function ($q) use ($date) {
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$q->whereHas('transaction', fn ($q) => $q->whereDate('happened_on', '<=', $date))
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->orWhereHas('journal', fn ($q) => $q->whereDate('happened_on', '<=', $date))
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->orWhere(fn($q) => $q->whereDoesntHave('transaction')->whereDoesntHave('journal')->whereDate('created_at', '<=', $date));
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})
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);
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})
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])
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->defaultSort('created_at', 'desc')
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->groups([
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'account.account',
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])
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->headerActions([
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ExportAction::make()
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->label('Export General Ledger')
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->exports([
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ExcelExport::make()
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->fromTable()
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->withFilename(fn () => $this->getRecord()->name . ' - General Ledger - ' . date('Y-m-d'))
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->withColumns([
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Column::make('date')
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->heading('Date')
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->formatStateUsing(fn ($record) => $record->transaction?->happened_on?->format('Y-m-d')
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?? $record->journal?->happened_on?->format('Y-m-d')
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?? $record->created_at->format('Y-m-d')),
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Column::make('reference')
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->heading('Reference')
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->formatStateUsing(fn ($record) => match(true) {
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$record->transaction && $record->transaction->transactionable =>
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$record->transaction->transactionable->voucher_number
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?? $record->transaction->transactionable->reference_number
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?? 'TR-'.$record->transaction->id,
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$record->transaction => 'TR-'.$record->transaction->id,
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$record->journal => $record->journal->series ?? 'JV-'.$record->journal->id,
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default => 'L-'.$record->id,
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}),
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Column::make('account.account')->heading('Account'),
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Column::make('description')->heading('Description'),
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Column::make('debit_amount')->heading('Debit'),
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Column::make('credit_amount')->heading('Credit'),
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])
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])
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]);
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}
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}
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100
app/Filament/Resources/ClientResource/Pages/TrialBalance.php
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100
app/Filament/Resources/ClientResource/Pages/TrialBalance.php
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@@ -0,0 +1,100 @@
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<?php
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namespace App\Filament\Resources\ClientResource\Pages;
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use App\Filament\Resources\ClientResource;
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use App\Models\Account;
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use Filament\Resources\Pages\Page;
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use Filament\Tables\Concerns\InteractsWithTable;
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use Filament\Tables\Contracts\HasTable;
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use Filament\Tables\Table;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Columns\Summarizers\Summarizer;
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use Filament\Tables\Columns\Summarizers\Sum;
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use Filament\Resources\Pages\Concerns\InteractsWithRecord;
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use Illuminate\Database\Eloquent\Builder;
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class TrialBalance extends Page implements HasTable
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{
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use InteractsWithTable;
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use InteractsWithRecord;
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protected static string $resource = ClientResource::class;
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protected static ?string $navigationIcon = 'heroicon-o-scale';
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protected static string $view = 'filament.resources.client-resource.pages.trial-balance';
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public function mount(int | string $record): void
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{
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$this->record = $this->resolveRecord($record);
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}
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public function table(Table $table): Table
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{
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return $table
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->query(
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Account::query()
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->where('client_id', $this->getRecord()->id)
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->with(['accountType', 'latestBalance'])
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)
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->columns([
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TextColumn::make('account')
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->label('Account Name')
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->sortable()
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->searchable(),
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TextColumn::make('debit')
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->label('Debit')
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->money('PHP')
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->state(function (Account $record) {
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$balance = $record->latestBalance?->balance ?? 0;
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$normal = strtolower($record->accountType->normal_balance ?? 'debit');
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return ($normal == 'debit' && $balance >= 0) || ($normal == 'credit' && $balance < 0)
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? abs($balance) : 0;
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})
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->summarize(Summarizer::make()
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->label('Total Debit')
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->money('PHP')
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->using(function ($query) {
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return Account::query()
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->whereIn('id', $query->clone()->pluck('accounts.id'))
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->with(['accountType', 'latestBalance'])
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->get()
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->sum(function ($record) {
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$balance = $record->latestBalance?->balance ?? 0;
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$normal = strtolower($record->accountType->normal_balance ?? 'debit');
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return ($normal == 'debit' && $balance >= 0) || ($normal == 'credit' && $balance < 0)
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? abs($balance) : 0;
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});
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})
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),
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TextColumn::make('credit')
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->label('Credit')
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->money('PHP')
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->state(function (Account $record) {
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$balance = $record->latestBalance?->balance ?? 0;
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$normal = strtolower($record->accountType->normal_balance ?? 'debit');
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return ($normal == 'credit' && $balance >= 0) || ($normal == 'debit' && $balance < 0)
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? abs($balance) : 0;
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})
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->summarize(Summarizer::make()
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->label('Total Credit')
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->money('PHP')
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->using(function ($query) {
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return Account::query()
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->whereIn('id', $query->clone()->pluck('accounts.id'))
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->with(['accountType', 'latestBalance'])
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->get()
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->sum(function ($record) {
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$balance = $record->latestBalance?->balance ?? 0;
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$normal = strtolower($record->accountType->normal_balance ?? 'debit');
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return ($normal == 'credit' && $balance >= 0) || ($normal == 'debit' && $balance < 0)
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? abs($balance) : 0;
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});
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})
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),
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]);
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}
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}
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@@ -2,38 +2,238 @@
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namespace App\Filament\Resources\ClientResource\RelationManagers;
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use App\Actions\Transactions\CreateTransactionAction;
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use App\DataObjects\CreateTransactionDTO;
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use App\Models\Account;
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use App\Models\Branch;
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use App\Models\Client;
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use Awcodes\TableRepeater\Components\TableRepeater;
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use Awcodes\TableRepeater\Header;
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use Filament\Forms;
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use Filament\Forms\Components\DatePicker;
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use Filament\Forms\Components\Hidden;
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use Filament\Forms\Components\Select;
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use Filament\Forms\Components\TextInput;
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use Filament\Forms\Form;
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use Filament\Forms\Get;
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use Filament\Forms\Set;
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use Filament\Resources\RelationManagers\RelationManager;
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use Filament\Tables;
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use Filament\Tables\Columns\TextColumn;
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use Filament\Tables\Table;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Database\Eloquent\SoftDeletingScope;
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use Illuminate\Support\Arr;
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use Illuminate\Support\Collection;
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use Illuminate\Support\Facades\Pipeline;
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class ExpensesRelationManager extends RelationManager
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{
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protected static string $relationship = 'expenses';
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protected static ?string $title = 'Expenses';
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public function form(Form $form): Form
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{
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return $form
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->schema([
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Forms\Components\TextInput::make('client_id')
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Select::make('branch_id')
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->relationship('branch', 'code', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
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->afterStateUpdated(function ($set, $get) {
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$set('voucher_number', static::getVoucherNumber($get));
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$set('transactions.*.branch_id', $get('branch_id'));
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})
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->required()
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->maxLength(255),
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->live(),
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TextInput::make('supplier')->label('Supplier Name')->required(),
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TextInput::make('reference_number')->label('Reference Number'),
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TextInput::make('voucher_number')->label('Voucher Number')
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->default(fn ($get) => static::getVoucherNumber($get))
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->readOnly(),
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DatePicker::make('happened_on')->label('Date')
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->required()
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->afterStateUpdated(function ($set, $get) {
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$set('transactions.*.happened_on', $get('happened_on'));
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})
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->live()
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->native(false),
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TableRepeater::make('transactions')
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->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
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->relationship('transactions')
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->schema(fn (Get $get): array => $this->getTransactionTableFormSchema($get))
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->visible(fn (Get $get) => $get('branch_id') != null)
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->columnSpan('full'),
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]);
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}
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public static function getVoucherNumber(Get $get): string
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{
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$branch = Branch::find($get('branch_id'));
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if ($branch) {
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return GenerateVoucher::execute($branch);
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}
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return '';
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}
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private static function getTransactionTableHeader(Get $get): array
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{
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return [
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Header::make('Charge Account'),
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Header::make('Description'),
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Header::make('Gross Amount'),
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Header::make('Exempt'),
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Header::make('Zero Rated'),
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Header::make('Vatable Amount'),
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Header::make('Input Tax'),
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Header::make('Withholding Tax'),
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Header::make('Net Amount'),
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];
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}
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private function getTransactionTableFormSchema(Get $get): array
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{
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return [
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Select::make('account_id')->options(fn ($get) => $this->getAccountOptions($get)),
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TextInput::make('description')->label('Description'),
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Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
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TextInput::make('gross_amount')
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->numeric()
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->live(false, 500)
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->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
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$this->setDefaultFormValues($get, $set, $old, $state);
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})->default(0),
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TextInput::make('exempt')
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->numeric()
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->live()
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->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
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$this->setDefaultFormValues($get, $set, $old, $state);
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})->default(0),
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TextInput::make('zero_rated')
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->numeric()
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->live()
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->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
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$this->setDefaultFormValues($get, $set, $old, $state);
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})->default(0),
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TextInput::make('vatable_amount')
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->numeric()
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->nullable()
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->live()
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->readOnly()
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->default(0),
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Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
|
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TextInput::make('input_tax')
|
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->numeric()
|
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->live()
|
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->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
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|
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$this->setDefaultFormValues($get, $set, $old, $state);
|
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})->default(0),
|
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TextInput::make('payable_withholding_tax')
|
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->numeric()
|
||||
->live()
|
||||
->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
||||
|
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$this->setDefaultFormValues($get, $set, $old, $state);
|
||||
})->default(0),
|
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TextInput::make('net_amount')->numeric()->default(0),
|
||||
];
|
||||
}
|
||||
|
||||
private function getAccountOptions(Get $get): Collection
|
||||
{
|
||||
$query = Account::query();
|
||||
|
||||
$query->where([
|
||||
'client_id' => $this->getOwnerRecord()->id,
|
||||
]);
|
||||
|
||||
if ($get('../../branch_id')) {
|
||||
$query->whereHas('balances', function ($query) use ($get) {
|
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return $query->where('branch_id', $get('../../branch_id'));
|
||||
});
|
||||
}
|
||||
|
||||
$query->whereHas('accountType', function ($query) {
|
||||
return $query->where('type', 'Expenses');
|
||||
});
|
||||
|
||||
return $query->get()->pluck('account', 'id');
|
||||
}
|
||||
|
||||
private function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state): void
|
||||
{
|
||||
$exempt = (float) $get('exempt');
|
||||
$withHoldingTax = (float) $get('payable_withholding_tax');
|
||||
$vatableSales = $get('gross_amount');
|
||||
$vatableAmount = 0;
|
||||
if ($vatableSales) {
|
||||
$vatableAmount = $vatableSales / 1.12;
|
||||
}
|
||||
|
||||
$inputTax = $vatableAmount * 0.12;
|
||||
|
||||
$netAmount = (int) $vatableSales - $get('payable_withholding_tax');
|
||||
|
||||
if ($this->getOwnerRecord()->vatable) {
|
||||
$netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
|
||||
}
|
||||
|
||||
$set('input_tax', number_format($inputTax, 2, '.', ''));
|
||||
$set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
|
||||
$set('net_amount', number_format($netAmount, 2, '.', ''));
|
||||
}
|
||||
|
||||
public function table(Table $table): Table
|
||||
{
|
||||
return $table
|
||||
->recordTitleAttribute('client_id')
|
||||
->recordTitleAttribute('supplier')
|
||||
->columns([
|
||||
Tables\Columns\TextColumn::make('client_id'),
|
||||
TextColumn::make('supplier'),
|
||||
TextColumn::make('reference_number'),
|
||||
TextColumn::make('voucher_number'),
|
||||
TextColumn::make('branch.code'),
|
||||
TextColumn::make('happened_on'),
|
||||
])
|
||||
->filters([
|
||||
//
|
||||
])
|
||||
->headerActions([
|
||||
Tables\Actions\CreateAction::make(),
|
||||
Tables\Actions\CreateAction::make()
|
||||
->using(function (array $data, string $model) {
|
||||
$transactions = $data['transactions'] ?? [];
|
||||
$data = Arr::except($data, ['transactions']);
|
||||
|
||||
$record = $model::create($data);
|
||||
|
||||
try {
|
||||
$branch = $record->branch;
|
||||
|
||||
foreach ($transactions as $transaction) {
|
||||
|
||||
$tData = [
|
||||
'branch_id' => $branch->id,
|
||||
'happened_on' => $record->happened_on,
|
||||
...$transaction,
|
||||
];
|
||||
|
||||
$payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
|
||||
|
||||
Pipeline::send(passable: $payload)->through(
|
||||
[
|
||||
CreateTransactionAction::class,
|
||||
]
|
||||
)->thenReturn();
|
||||
}
|
||||
} catch (\Exception $exception) {
|
||||
throw new \Exception('Failed to save transactions : '.$exception->getMessage());
|
||||
}
|
||||
|
||||
return $record;
|
||||
}),
|
||||
])
|
||||
->actions([
|
||||
Tables\Actions\EditAction::make(),
|
||||
|
||||
@@ -0,0 +1,161 @@
|
||||
<?php
|
||||
|
||||
namespace App\Filament\Resources\ClientResource\RelationManagers;
|
||||
|
||||
use App\Actions\Balances\CreateBalanceAction;
|
||||
use App\Actions\Ledgers\CreateLedgerAction;
|
||||
use App\DataObjects\CreateLedgerDTO;
|
||||
use App\Models\Branch;
|
||||
use App\Models\Journal;
|
||||
use Awcodes\TableRepeater\Components\TableRepeater;
|
||||
use Awcodes\TableRepeater\Header;
|
||||
use Filament\Forms;
|
||||
use Filament\Forms\Components\DatePicker;
|
||||
use Filament\Forms\Components\Select;
|
||||
use Filament\Forms\Components\TextInput;
|
||||
use Filament\Forms\Components\Textarea;
|
||||
use Filament\Forms\Form;
|
||||
use Filament\Resources\RelationManagers\RelationManager;
|
||||
use Filament\Tables;
|
||||
use Filament\Tables\Table;
|
||||
use Illuminate\Database\Eloquent\Builder;
|
||||
use Illuminate\Support\Arr;
|
||||
use Illuminate\Support\Facades\DB;
|
||||
use Illuminate\Support\Facades\Pipeline;
|
||||
|
||||
class JournalsRelationManager extends RelationManager
|
||||
{
|
||||
protected static string $relationship = 'journals';
|
||||
|
||||
protected static ?string $title = 'Journal Entries (Adjustments)';
|
||||
|
||||
public function form(Form $form): Form
|
||||
{
|
||||
return $form
|
||||
->schema([
|
||||
Select::make('branch_id')
|
||||
->label('Branch')
|
||||
->options(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->pluck('name', 'id'))
|
||||
->required()
|
||||
->default(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->first()?->id),
|
||||
|
||||
DatePicker::make('happened_on')
|
||||
->label('Date')
|
||||
->required()
|
||||
->default(now()),
|
||||
|
||||
TextInput::make('series')
|
||||
->label('Reference/Series #')
|
||||
->required(),
|
||||
|
||||
Textarea::make('description')
|
||||
->label('Description')
|
||||
->columnSpanFull(),
|
||||
|
||||
TableRepeater::make('ledgers')
|
||||
->relationship('ledgers')
|
||||
->headers([
|
||||
Header::make('Account'),
|
||||
Header::make('Description'),
|
||||
Header::make('Debit'),
|
||||
Header::make('Credit'),
|
||||
])
|
||||
->schema([
|
||||
Select::make('account_id')
|
||||
->relationship('account', 'account', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
|
||||
->searchable()
|
||||
->preload()
|
||||
->required(),
|
||||
TextInput::make('description'),
|
||||
TextInput::make('debit_amount')
|
||||
->numeric()
|
||||
->default(0),
|
||||
TextInput::make('credit_amount')
|
||||
->numeric()
|
||||
->default(0),
|
||||
])
|
||||
->columnSpanFull()
|
||||
->minItems(2)
|
||||
->live()
|
||||
->rules([
|
||||
fn (): \Closure => function (string $attribute, $value, \Closure $fail) {
|
||||
$debit = collect($value)->sum('debit_amount');
|
||||
$credit = collect($value)->sum('credit_amount');
|
||||
if (abs($debit - $credit) > 0.01) {
|
||||
$fail("Total Debit (" . number_format($debit, 2) . ") must equal Total Credit (" . number_format($credit, 2) . ").");
|
||||
}
|
||||
},
|
||||
])
|
||||
->afterStateUpdated(function ($state, $component) {
|
||||
// Optional: Validation logic
|
||||
}),
|
||||
]);
|
||||
}
|
||||
|
||||
public function table(Table $table): Table
|
||||
{
|
||||
return $table
|
||||
->recordTitleAttribute('description')
|
||||
->columns([
|
||||
Tables\Columns\TextColumn::make('happened_on')
|
||||
->date()
|
||||
->sortable(),
|
||||
Tables\Columns\TextColumn::make('series')
|
||||
->searchable(),
|
||||
Tables\Columns\TextColumn::make('description')
|
||||
->limit(50),
|
||||
Tables\Columns\TextColumn::make('total_debit')
|
||||
->label('Total Debit')
|
||||
->state(fn (Journal $record) => $record->ledgers->sum('debit_amount'))
|
||||
->money('PHP'),
|
||||
Tables\Columns\TextColumn::make('total_credit')
|
||||
->label('Total Credit')
|
||||
->state(fn (Journal $record) => $record->ledgers->sum('credit_amount'))
|
||||
->money('PHP'),
|
||||
])
|
||||
->filters([
|
||||
//
|
||||
])
|
||||
->headerActions([
|
||||
Tables\Actions\CreateAction::make()
|
||||
->label('Add Adjustment Entry')
|
||||
->using(function (array $data, string $model) {
|
||||
return DB::transaction(function () use ($data, $model) {
|
||||
$ledgersData = $data['ledgers'] ?? [];
|
||||
$journalData = Arr::except($data, ['ledgers']);
|
||||
$journalData['client_id'] = $this->getOwnerRecord()->id;
|
||||
|
||||
$journal = $model::create($journalData);
|
||||
|
||||
foreach ($ledgersData as $ledger) {
|
||||
$ledgerPayload = new CreateLedgerDTO(
|
||||
branch_id: $journal->branch_id,
|
||||
amount: ($ledger['debit_amount'] > 0) ? $ledger['debit_amount'] : $ledger['credit_amount'],
|
||||
ledger: null, // Will be created
|
||||
transaction: null, // No transaction
|
||||
journal: $journal,
|
||||
account: \App\Models\Account::find($ledger['account_id']),
|
||||
type: ($ledger['debit_amount'] > 0) ? 'debit' : 'credit'
|
||||
);
|
||||
|
||||
Pipeline::send(passable: $ledgerPayload)->through(
|
||||
[
|
||||
CreateLedgerAction::class,
|
||||
]
|
||||
)->thenReturn();
|
||||
}
|
||||
return $journal;
|
||||
});
|
||||
}),
|
||||
])
|
||||
->actions([
|
||||
Tables\Actions\EditAction::make(),
|
||||
Tables\Actions\DeleteAction::make(),
|
||||
])
|
||||
->bulkActions([
|
||||
Tables\Actions\BulkActionGroup::make([
|
||||
Tables\Actions\DeleteBulkAction::make(),
|
||||
]),
|
||||
]);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,275 @@
|
||||
<?php
|
||||
|
||||
namespace App\Filament\Resources\ClientResource\RelationManagers;
|
||||
|
||||
use App\Actions\Transactions\CreateTransactionAction;
|
||||
use App\DataObjects\CreateTransactionDTO;
|
||||
use Illuminate\Support\Facades\Pipeline;
|
||||
use App\Models\Account;
|
||||
use App\Models\Branch;
|
||||
use App\Models\Client;
|
||||
use Awcodes\TableRepeater\Components\TableRepeater;
|
||||
use Awcodes\TableRepeater\Header;
|
||||
use Filament\Forms;
|
||||
use Filament\Forms\Components\Checkbox;
|
||||
use Filament\Forms\Components\DatePicker;
|
||||
use Filament\Forms\Components\Hidden;
|
||||
use Filament\Forms\Components\Select;
|
||||
use Filament\Forms\Components\TextInput;
|
||||
use Filament\Forms\Form;
|
||||
use Filament\Forms\Get;
|
||||
use Filament\Forms\Set;
|
||||
use Filament\Resources\RelationManagers\RelationManager;
|
||||
use Filament\Tables;
|
||||
use Filament\Tables\Columns\TextColumn;
|
||||
use Filament\Tables\Table;
|
||||
use Illuminate\Database\Eloquent\Builder;
|
||||
use Illuminate\Database\Eloquent\SoftDeletingScope;
|
||||
use Illuminate\Support\Arr;
|
||||
use Illuminate\Support\Collection;
|
||||
|
||||
class SalesRelationManager extends RelationManager
|
||||
{
|
||||
protected static string $relationship = 'sales';
|
||||
|
||||
protected static ?string $title = 'Sales';
|
||||
|
||||
public function form(Form $form): Form
|
||||
{
|
||||
return $form
|
||||
->schema([
|
||||
Select::make('branch_id')
|
||||
->relationship('branch', 'code', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
|
||||
->required()
|
||||
->afterStateUpdated(function ($set, $get) {
|
||||
$set('current_series', static::getSeries($get));
|
||||
$set('transactions.*.branch_id', $get('branch_id'));
|
||||
})
|
||||
->live(),
|
||||
TextInput::make('current_series')
|
||||
->label('Series')
|
||||
->disabled(),
|
||||
DatePicker::make('happened_on')->label('Date')
|
||||
->required()
|
||||
->afterStateUpdated(function ($set, $get) {
|
||||
$set('transactions.*.happened_on', $get('happened_on'));
|
||||
})
|
||||
->native(false),
|
||||
Checkbox::make('with_discount')->label('With Discount?')->default(false)->live(),
|
||||
|
||||
TableRepeater::make('transactions')
|
||||
->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
|
||||
->relationship('transactions')
|
||||
->schema(fn (Get $get): array => $this->getTransactionTableFormSchema($get))
|
||||
->visible(fn (Get $get) => $get('branch_id') != null)
|
||||
->columnSpan('full'),
|
||||
]);
|
||||
}
|
||||
|
||||
public static function getSeries(Get $get): string
|
||||
{
|
||||
$branch = Branch::find($get('branch_id'));
|
||||
|
||||
if ($branch) {
|
||||
$currentSeries = $branch->current_series;
|
||||
|
||||
return str_pad($currentSeries + 1, 6, '0', STR_PAD_LEFT);
|
||||
}
|
||||
|
||||
return '';
|
||||
|
||||
}
|
||||
|
||||
private static function getTransactionTableHeader(Get $get): array
|
||||
{
|
||||
if ($get('with_discount')) {
|
||||
return [
|
||||
Header::make('Charge Account'),
|
||||
Header::make('Description'),
|
||||
Header::make('Gross Amount'),
|
||||
Header::make('Exempt'),
|
||||
Header::make('Vatable Amount'),
|
||||
Header::make('Output Tax'),
|
||||
Header::make('Withholding Tax'),
|
||||
Header::make('Discount'),
|
||||
Header::make('Net Amount'),
|
||||
];
|
||||
}
|
||||
|
||||
return [
|
||||
Header::make('Charge Account'),
|
||||
Header::make('Description'),
|
||||
Header::make('Gross Amount'),
|
||||
Header::make('Exempt'),
|
||||
Header::make('Vatable Amount'),
|
||||
Header::make('Output Tax'),
|
||||
Header::make('Withholding Tax'),
|
||||
Header::make('Net Amount'),
|
||||
];
|
||||
}
|
||||
|
||||
private function getTransactionTableFormSchema(Get $get): array
|
||||
{
|
||||
return [
|
||||
Select::make('account_id')->options(fn ($get) => $this->getAccountOptions($get)),
|
||||
TextInput::make('description')->label('Description'),
|
||||
Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
|
||||
TextInput::make('gross_amount')
|
||||
->numeric()
|
||||
->live(false, 500)
|
||||
->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
||||
$this->setDefaultFormValues($get, $set, $old, $state);
|
||||
})->default(0),
|
||||
TextInput::make('exempt')
|
||||
->numeric()
|
||||
->live()
|
||||
->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
||||
$this->setDefaultFormValues($get, $set, $old, $state);
|
||||
})->default(0),
|
||||
TextInput::make('vatable_amount')
|
||||
->numeric()
|
||||
->nullable()
|
||||
->live()
|
||||
->readOnly()
|
||||
->default(0),
|
||||
Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
|
||||
Hidden::make('with_discount')->default(fn (Get $get) => $get('../../with_discount')),
|
||||
TextInput::make('output_tax')
|
||||
->numeric()
|
||||
->live()
|
||||
->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
||||
|
||||
$this->setDefaultFormValues($get, $set, $old, $state);
|
||||
})->default(0),
|
||||
TextInput::make('payable_withholding_tax')
|
||||
->numeric()
|
||||
->live()
|
||||
->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
|
||||
|
||||
$this->setDefaultFormValues($get, $set, $old, $state);
|
||||
})->default(0),
|
||||
TextInput::make('discount')
|
||||
->numeric()
|
||||
->readOnly()
|
||||
->visible(fn (Get $get) => $get('../../with_discount'))
|
||||
->live(),
|
||||
TextInput::make('net_amount')->numeric()->default(0),
|
||||
];
|
||||
}
|
||||
|
||||
private function getAccountOptions($get)
|
||||
{
|
||||
$query = Account::query();
|
||||
|
||||
$query->where([
|
||||
'client_id' => $this->getOwnerRecord()->id,
|
||||
]);
|
||||
|
||||
if ($get('../../branch_id')) {
|
||||
$query->whereHas('balances', function ($query) use ($get) {
|
||||
return $query->where('branch_id', $get('../../branch_id'));
|
||||
});
|
||||
}
|
||||
|
||||
$query->whereHas('accountType', function ($query) {
|
||||
return $query->where('type', 'Revenue');
|
||||
});
|
||||
|
||||
return $query->get()->pluck('account', 'id');
|
||||
}
|
||||
|
||||
private function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state)
|
||||
{
|
||||
$exempt = (float) $get('exempt');
|
||||
$withHoldingTax = (float) $get('payable_withholding_tax');
|
||||
$vatableSales = $get('gross_amount');
|
||||
$vatableAmount = 0;
|
||||
if ($vatableSales) {
|
||||
$vatableAmount = $vatableSales / 1.12;
|
||||
}
|
||||
|
||||
$discount = $exempt * .20;
|
||||
$outputTax = $vatableAmount * 0.12;
|
||||
|
||||
//default net amount
|
||||
$netAmount = (int) $vatableSales - $get('payable_withholding_tax');
|
||||
|
||||
//net amount if vatable
|
||||
if ($this->getOwnerRecord()->vatable) {
|
||||
$netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
|
||||
}
|
||||
|
||||
//if discounted
|
||||
if ($get('../../with_discount')) {
|
||||
$netAmount = $netAmount - $discount;
|
||||
}
|
||||
|
||||
$set('output_tax', number_format($outputTax, 2, '.', ''));
|
||||
$set('discount', number_format($discount, 2, '.', ''));
|
||||
$set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
|
||||
$set('net_amount', number_format($netAmount, 2, '.', ''));
|
||||
}
|
||||
|
||||
public function table(Table $table): Table
|
||||
{
|
||||
return $table
|
||||
->recordTitleAttribute('title')
|
||||
->columns([
|
||||
TextColumn::make('id')->label('ID')->sortable(),
|
||||
TextColumn::make('branch.code')->label('Branch')->sortable(),
|
||||
TextColumn::make('happened_on')->label('Date')->date()->sortable(),
|
||||
TextColumn::make('gross_amount')->label('Gross Amount')->numeric()->sortable(),
|
||||
TextColumn::make('exempt')->label('Exempt')->numeric()->sortable(),
|
||||
TextColumn::make('vatable_amount')->label('Vatable Amount')->numeric()->sortable(),
|
||||
TextColumn::make('output_tax')->label('Output Tax')->numeric()->sortable(),
|
||||
TextColumn::make('payable_withholding_tax')->label('Payable Withholding Tax')->numeric()->sortable(),
|
||||
TextColumn::make('discount')->label('Discount')->numeric()->sortable(),
|
||||
TextColumn::make('net_amount')->label('Net Amount')->numeric()->sortable(),
|
||||
])
|
||||
->filters([
|
||||
//
|
||||
])
|
||||
->headerActions([
|
||||
Tables\Actions\CreateAction::make()
|
||||
->using(function (array $data, string $model) {
|
||||
$transactions = $data['transactions'] ?? [];
|
||||
$data = Arr::except($data, ['transactions']);
|
||||
|
||||
$record = $model::create($data);
|
||||
|
||||
try {
|
||||
$branch = $record->branch;
|
||||
|
||||
foreach ($transactions as $transaction) {
|
||||
$tData = [
|
||||
'branch_id' => $branch->id,
|
||||
'happened_on' => $record->happened_on,
|
||||
...$transaction,
|
||||
];
|
||||
|
||||
$payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
|
||||
|
||||
Pipeline::send(passable: $payload)->through(
|
||||
[
|
||||
CreateTransactionAction::class,
|
||||
]
|
||||
)->thenReturn();
|
||||
}
|
||||
} catch (\Exception $exception) {
|
||||
throw new \Exception('Failed to save transactions : '.$exception->getMessage());
|
||||
}
|
||||
|
||||
return $record;
|
||||
}),
|
||||
])
|
||||
->actions([
|
||||
Tables\Actions\EditAction::make(),
|
||||
Tables\Actions\DeleteAction::make(),
|
||||
])
|
||||
->bulkActions([
|
||||
Tables\Actions\BulkActionGroup::make([
|
||||
Tables\Actions\DeleteBulkAction::make(),
|
||||
]),
|
||||
]);
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user