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