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
2026-02-09 16:20:55 +08:00
parent 91eb1fbe63
commit 207f4c1609
43 changed files with 3412 additions and 2967 deletions

View File

@@ -6,8 +6,13 @@ use App\DataObjects\CreateBranchDTO;
use App\Filament\Resources\ClientResource\Pages\EditClient;
use App\Filament\Resources\ClientResource\Pages\ListClients;
use App\Filament\Resources\ClientResource\Pages\ViewClient;
use App\Filament\Resources\ClientResource\Pages\GeneralLedger;
use App\Filament\Resources\ClientResource\Pages\TrialBalance;
use App\Filament\Resources\ClientResource\RelationManagers\AccountsRelationManager;
use App\Filament\Resources\ClientResource\RelationManagers\BranchesRelationManager;
use App\Filament\Resources\ClientResource\RelationManagers\ExpensesRelationManager;
use App\Filament\Resources\ClientResource\RelationManagers\JournalsRelationManager;
use App\Filament\Resources\ClientResource\RelationManagers\SalesRelationManager;
use App\Filament\Resources\ClientResource\RelationManagers\TransmittalsRelationManager;
use App\Models\Branch;
use App\Models\Client;
@@ -19,6 +24,8 @@ use Filament\Tables;
use Filament\Tables\Table;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Database\Eloquent\Model;
use Filament\Pages\SubNavigationPosition;
use Filament\Resources\Pages\Page;
class ClientResource extends Resource
{
@@ -26,11 +33,25 @@ class ClientResource extends Resource
protected static ?string $navigationIcon = 'heroicon-o-user';
protected static ?string $recordTitleAttribute = 'company';
protected static SubNavigationPosition $subNavigationPosition = SubNavigationPosition::Top;
public static function authorizeView(Model $record): void
{
parent::authorizeView($record);
}
public static function getRecordSubNavigation(Page $page): array
{
return $page->generateNavigationItems([
ViewClient::class,
EditClient::class,
GeneralLedger::class,
TrialBalance::class,
]);
}
public static function form(Form $form): Form
{
return $form
@@ -85,6 +106,9 @@ class ClientResource extends Resource
AccountsRelationManager::class,
BranchesRelationManager::class,
TransmittalsRelationManager::class,
SalesRelationManager::class,
ExpensesRelationManager::class,
JournalsRelationManager::class,
];
}
@@ -94,6 +118,8 @@ class ClientResource extends Resource
'view' => ViewClient::route('/{record}'),
'edit' => EditClient::route('/{record}/edit'),
'index' => ListClients::route('/'),
'general-ledger' => GeneralLedger::route('/{record}/general-ledger'),
'trial-balance' => TrialBalance::route('/{record}/trial-balance'),
];
}