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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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142
app/Filament/Resources/ClientResource/Pages/GeneralLedger.php Normal file
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<?php
namespace App\Filament\Resources\ClientResource\Pages;
use App\Filament\Resources\ClientResource;
use App\Models\Ledger;
use Filament\Resources\Pages\Page;
use Filament\Tables\Concerns\InteractsWithTable;
use Filament\Tables\Contracts\HasTable;
use Filament\Tables\Table;
use Filament\Tables\Columns\TextColumn;
use Filament\Tables\Filters\SelectFilter;
use Filament\Tables\Filters\Filter;
use Filament\Forms\Components\DatePicker;
use Illuminate\Database\Eloquent\Builder;
use Filament\Resources\Pages\Concerns\InteractsWithRecord;
use pxlrbt\FilamentExcel\Actions\Tables\ExportAction;
use pxlrbt\FilamentExcel\Exports\ExcelExport;
use pxlrbt\FilamentExcel\Columns\Column;
class GeneralLedger extends Page implements HasTable
{
use InteractsWithTable;
use InteractsWithRecord;
protected static string $resource = ClientResource::class;
protected static ?string $navigationIcon = 'heroicon-o-document-text';
protected static string $view = 'filament.resources.client-resource.pages.general-ledger';
public function mount(int | string $record): void
{
$this->record = $this->resolveRecord($record);
}
public function table(Table $table): Table
{
return $table
->query(
Ledger::query()
->where('client_id', $this->getRecord()->id)
->with(['account', 'transaction', 'journal'])
)
->columns([
TextColumn::make('date')
->label('Date')
->state(function (Ledger $record) {
return $record->transaction?->happened_on?->format('Y-m-d')
?? $record->journal?->happened_on?->format('Y-m-d')
?? $record->created_at->format('Y-m-d');
})
->sortable(),
TextColumn::make('account.account')
->label('Account')
->searchable()
->sortable(),
TextColumn::make('description')
->limit(50)
->tooltip(function (TextColumn $column): ?string {
$state = $column->getState();
if (strlen($state) <= $column->getCharacterLimit()) {
return null;
}
return $state;
}),
TextColumn::make('debit_amount')
->label('Debit')
->money('PHP')
->sortable(),
TextColumn::make('credit_amount')
->label('Credit')
->money('PHP')
->sortable(),
])
->filters([
SelectFilter::make('account')
->relationship('account', 'account', fn (Builder $query) => $query->where('client_id', $this->getRecord()->id))
->searchable()
->preload(),
Filter::make('date_range')
->form([
DatePicker::make('from'),
DatePicker::make('to'),
])
->query(function (Builder $query, array $data): Builder {
return $query
->when(
$data['from'],
fn (Builder $query, $date): Builder => $query->where(function ($q) use ($date) {
$q->whereHas('transaction', fn ($q) => $q->whereDate('happened_on', '>=', $date))
->orWhereHas('journal', fn ($q) => $q->whereDate('happened_on', '>=', $date))
->orWhere(fn($q) => $q->whereDoesntHave('transaction')->whereDoesntHave('journal')->whereDate('created_at', '>=', $date));
})
)
->when(
$data['to'],
fn (Builder $query, $date): Builder => $query->where(function ($q) use ($date) {
$q->whereHas('transaction', fn ($q) => $q->whereDate('happened_on', '<=', $date))
->orWhereHas('journal', fn ($q) => $q->whereDate('happened_on', '<=', $date))
->orWhere(fn($q) => $q->whereDoesntHave('transaction')->whereDoesntHave('journal')->whereDate('created_at', '<=', $date));
})
);
})
])
->defaultSort('created_at', 'desc')
->groups([
'account.account',
])
->headerActions([
ExportAction::make()
->label('Export General Ledger')
->exports([
ExcelExport::make()
->fromTable()
->withFilename(fn () => $this->getRecord()->name . ' - General Ledger - ' . date('Y-m-d'))
->withColumns([
Column::make('date')
->heading('Date')
->formatStateUsing(fn ($record) => $record->transaction?->happened_on?->format('Y-m-d')
?? $record->journal?->happened_on?->format('Y-m-d')
?? $record->created_at->format('Y-m-d')),
Column::make('reference')
->heading('Reference')
->formatStateUsing(fn ($record) => match(true) {
$record->transaction && $record->transaction->transactionable =>
$record->transaction->transactionable->voucher_number
?? $record->transaction->transactionable->reference_number
?? 'TR-'.$record->transaction->id,
$record->transaction => 'TR-'.$record->transaction->id,
$record->journal => $record->journal->series ?? 'JV-'.$record->journal->id,
default => 'L-'.$record->id,
}),
Column::make('account.account')->heading('Account'),
Column::make('description')->heading('Description'),
Column::make('debit_amount')->heading('Debit'),
Column::make('credit_amount')->heading('Credit'),
])
])
]);
}
}