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
@@ -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 $state) {
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$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()
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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('net_amount')->numeric()->default(0),
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];
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}
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private function getAccountOptions(Get $get): Collection
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{
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$query = Account::query();
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$query->where([
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'client_id' => $this->getOwnerRecord()->id,
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]);
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if ($get('../../branch_id')) {
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$query->whereHas('balances', function ($query) use ($get) {
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return $query->where('branch_id', $get('../../branch_id'));
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});
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}
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$query->whereHas('accountType', function ($query) {
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return $query->where('type', 'Expenses');
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});
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return $query->get()->pluck('account', 'id');
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}
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private function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state): void
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{
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$exempt = (float) $get('exempt');
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$withHoldingTax = (float) $get('payable_withholding_tax');
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$vatableSales = $get('gross_amount');
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$vatableAmount = 0;
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if ($vatableSales) {
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$vatableAmount = $vatableSales / 1.12;
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}
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$inputTax = $vatableAmount * 0.12;
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$netAmount = (int) $vatableSales - $get('payable_withholding_tax');
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if ($this->getOwnerRecord()->vatable) {
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$netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
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}
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$set('input_tax', number_format($inputTax, 2, '.', ''));
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$set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
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$set('net_amount', number_format($netAmount, 2, '.', ''));
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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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->recordTitleAttribute('client_id')
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->recordTitleAttribute('supplier')
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->columns([
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Tables\Columns\TextColumn::make('client_id'),
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TextColumn::make('supplier'),
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TextColumn::make('reference_number'),
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TextColumn::make('voucher_number'),
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TextColumn::make('branch.code'),
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TextColumn::make('happened_on'),
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])
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->filters([
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//
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])
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->headerActions([
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Tables\Actions\CreateAction::make(),
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Tables\Actions\CreateAction::make()
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->using(function (array $data, string $model) {
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$transactions = $data['transactions'] ?? [];
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$data = Arr::except($data, ['transactions']);
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$record = $model::create($data);
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try {
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$branch = $record->branch;
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foreach ($transactions as $transaction) {
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$tData = [
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'branch_id' => $branch->id,
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'happened_on' => $record->happened_on,
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...$transaction,
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];
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$payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
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Pipeline::send(passable: $payload)->through(
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[
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CreateTransactionAction::class,
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]
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)->thenReturn();
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}
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} catch (\Exception $exception) {
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throw new \Exception('Failed to save transactions : '.$exception->getMessage());
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}
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return $record;
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}),
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])
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->actions([
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Tables\Actions\EditAction::make(),
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@@ -0,0 +1,161 @@
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<?php
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namespace App\Filament\Resources\ClientResource\RelationManagers;
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use App\Actions\Balances\CreateBalanceAction;
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use App\Actions\Ledgers\CreateLedgerAction;
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use App\DataObjects\CreateLedgerDTO;
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use App\Models\Branch;
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use App\Models\Journal;
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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\Select;
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use Filament\Forms\Components\TextInput;
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use Filament\Forms\Components\Textarea;
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use Filament\Forms\Form;
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use Filament\Resources\RelationManagers\RelationManager;
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use Filament\Tables;
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use Filament\Tables\Table;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Support\Arr;
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use Illuminate\Support\Facades\DB;
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use Illuminate\Support\Facades\Pipeline;
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class JournalsRelationManager extends RelationManager
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{
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protected static string $relationship = 'journals';
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protected static ?string $title = 'Journal Entries (Adjustments)';
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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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Select::make('branch_id')
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->label('Branch')
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->options(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->pluck('name', 'id'))
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->required()
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->default(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->first()?->id),
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DatePicker::make('happened_on')
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->label('Date')
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->required()
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->default(now()),
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TextInput::make('series')
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->label('Reference/Series #')
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->required(),
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Textarea::make('description')
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->label('Description')
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->columnSpanFull(),
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TableRepeater::make('ledgers')
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->relationship('ledgers')
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->headers([
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Header::make('Account'),
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Header::make('Description'),
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Header::make('Debit'),
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Header::make('Credit'),
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])
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->schema([
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Select::make('account_id')
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->relationship('account', 'account', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
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->searchable()
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->preload()
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->required(),
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TextInput::make('description'),
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TextInput::make('debit_amount')
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->numeric()
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->default(0),
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TextInput::make('credit_amount')
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->numeric()
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->default(0),
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])
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->columnSpanFull()
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->minItems(2)
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->live()
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->rules([
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fn (): \Closure => function (string $attribute, $value, \Closure $fail) {
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$debit = collect($value)->sum('debit_amount');
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$credit = collect($value)->sum('credit_amount');
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if (abs($debit - $credit) > 0.01) {
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$fail("Total Debit (" . number_format($debit, 2) . ") must equal Total Credit (" . number_format($credit, 2) . ").");
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}
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},
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])
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->afterStateUpdated(function ($state, $component) {
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// Optional: Validation logic
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}),
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]);
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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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->recordTitleAttribute('description')
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->columns([
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Tables\Columns\TextColumn::make('happened_on')
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->date()
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->sortable(),
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Tables\Columns\TextColumn::make('series')
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->searchable(),
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Tables\Columns\TextColumn::make('description')
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->limit(50),
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Tables\Columns\TextColumn::make('total_debit')
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->label('Total Debit')
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->state(fn (Journal $record) => $record->ledgers->sum('debit_amount'))
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->money('PHP'),
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Tables\Columns\TextColumn::make('total_credit')
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->label('Total Credit')
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->state(fn (Journal $record) => $record->ledgers->sum('credit_amount'))
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->money('PHP'),
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])
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->filters([
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//
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])
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->headerActions([
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Tables\Actions\CreateAction::make()
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->label('Add Adjustment Entry')
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->using(function (array $data, string $model) {
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return DB::transaction(function () use ($data, $model) {
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$ledgersData = $data['ledgers'] ?? [];
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$journalData = Arr::except($data, ['ledgers']);
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$journalData['client_id'] = $this->getOwnerRecord()->id;
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$journal = $model::create($journalData);
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foreach ($ledgersData as $ledger) {
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$ledgerPayload = new CreateLedgerDTO(
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branch_id: $journal->branch_id,
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amount: ($ledger['debit_amount'] > 0) ? $ledger['debit_amount'] : $ledger['credit_amount'],
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ledger: null, // Will be created
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transaction: null, // No transaction
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journal: $journal,
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account: \App\Models\Account::find($ledger['account_id']),
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type: ($ledger['debit_amount'] > 0) ? 'debit' : 'credit'
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);
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Pipeline::send(passable: $ledgerPayload)->through(
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[
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CreateLedgerAction::class,
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]
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)->thenReturn();
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}
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return $journal;
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});
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}),
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])
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->actions([
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Tables\Actions\EditAction::make(),
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Tables\Actions\DeleteAction::make(),
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])
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->bulkActions([
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Tables\Actions\BulkActionGroup::make([
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Tables\Actions\DeleteBulkAction::make(),
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]),
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]);
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}
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}
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@@ -0,0 +1,275 @@
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<?php
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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 Illuminate\Support\Facades\Pipeline;
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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\Checkbox;
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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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class SalesRelationManager extends RelationManager
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{
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protected static string $relationship = 'sales';
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protected static ?string $title = 'Sales';
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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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Select::make('branch_id')
|
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->relationship('branch', 'code', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
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->required()
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->afterStateUpdated(function ($set, $get) {
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$set('current_series', static::getSeries($get));
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$set('transactions.*.branch_id', $get('branch_id'));
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})
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->live(),
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TextInput::make('current_series')
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->label('Series')
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->disabled(),
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DatePicker::make('happened_on')->label('Date')
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->required()
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->afterStateUpdated(function ($set, $get) {
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$set('transactions.*.happened_on', $get('happened_on'));
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})
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->native(false),
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Checkbox::make('with_discount')->label('With Discount?')->default(false)->live(),
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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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||||
public static function getSeries(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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$currentSeries = $branch->current_series;
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return str_pad($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