feat: add discount management and PDF export for transmittals

- Create Discount model, migration, and Filament resource with relation to Client
- Add PDF export functionality for transmittals using DomPDF
- Include discount type selection in sales transactions
- Fix account filtering logic in expense resource
- Update export job to generate PDF instead of Excel

app/Filament/Resources/ClientResource.php

@@ -10,6 +10,7 @@ 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\DiscountRelationManager;
 use App\Filament\Resources\ClientResource\RelationManagers\ExpensesRelationManager;
 use App\Filament\Resources\ClientResource\RelationManagers\JournalsRelationManager;
 use App\Filament\Resources\ClientResource\RelationManagers\SalesRelationManager;
@@ -109,6 +110,7 @@ class ClientResource extends Resource
             SalesRelationManager::class,
             ExpensesRelationManager::class,
             JournalsRelationManager::class,
+            DiscountRelationManager::class,
         ];
     }
 

app/Filament/Resources/ClientResource/RelationManagers/DiscountRelationManager.php

@@ -0,0 +1,50 @@
+<?php
+
+namespace App\Filament\Resources\ClientResource\RelationManagers;
+
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+
+class DiscountRelationManager extends RelationManager
+{
+    protected static string $relationship = 'discounts';
+
+    public function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('discount')
+                    ->required()
+                    ->maxLength(255),
+            ]);
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->recordTitleAttribute('discount')
+            ->columns([
+                Tables\Columns\TextColumn::make('discount'),
+            ])
+            ->filters([
+                //
+            ])
+            ->headerActions([
+                Tables\Actions\CreateAction::make(),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+}

app/Filament/Resources/DiscountResource.php

@@ -0,0 +1,73 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\DiscountResource\Pages;
+use App\Filament\Resources\DiscountResource\RelationManagers;
+use App\Models\Discount;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Forms\Get;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+
+class DiscountResource extends Resource
+{
+    protected static ?string $model = Discount::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    protected static bool $shouldRegisterNavigation = false;
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('discount')
+                    ->label('Discount')
+                    ->required(),
+                Forms\Components\Hidden::make('client_id')
+                    ->default(fn () => request()->client_id),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('discount')
+                    ->label('Discount')
+                    ->searchable(),
+            ])
+            ->filters([
+                //  
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListDiscounts::route('/'),
+            'create' => Pages\CreateDiscount::route('/create'),
+            'edit' => Pages\EditDiscount::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Resources/DiscountResource/Pages/CreateDiscount.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\Filament\Resources\DiscountResource\Pages;
+
+use App\Filament\Resources\DiscountResource;
+use Filament\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateDiscount extends CreateRecord
+{
+    protected static string $resource = DiscountResource::class;
+}

app/Filament/Resources/DiscountResource/Pages/EditDiscount.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Resources\DiscountResource\Pages;
+
+use App\Filament\Resources\DiscountResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditDiscount extends EditRecord
+{
+    protected static string $resource = DiscountResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Resources/DiscountResource/Pages/ListDiscounts.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Resources\DiscountResource\Pages;
+
+use App\Filament\Resources\DiscountResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListDiscounts extends ListRecords
+{
+    protected static string $resource = DiscountResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Resources/ExpenseResource.php

@@ -195,11 +195,11 @@ class ExpenseResource extends Resource
             'client_id' => $get('../../client'),
         ]);
 
-        if ($get('../../branch_id')) {
+        // if ($get('../../branch_id')) {
-            $query->whereHas('balances', function ($query) use ($get) {
+        //     $query->whereHas('balances', function ($query) use ($get) {
-                return $query->where('branch_id', $get('../../branch_id'));
+        //         return $query->where('branch_id', $get('../../branch_id'));
-            });
+        //     });
-        }
+        // }
 
         $query->whereHas('accountType', function ($query) {
             return $query->where('type', 'Expenses');
@@ -208,7 +208,6 @@ class ExpenseResource extends Resource
         return $query->get()->pluck('account', 'id');
     }
 
-    #[NoReturn]
     public static function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state): void
     {
 

app/Filament/Resources/SaleResource.php

@@ -6,6 +6,7 @@ use App\Filament\Resources\SaleResource\Pages;
 use App\Models\Account;
 use App\Models\Branch;
 use App\Models\Client;
+use App\Models\Discount;
 use App\Models\Sale;
 use Awcodes\TableRepeater\Components\TableRepeater;
 use Awcodes\TableRepeater\Header;
@@ -30,17 +31,17 @@ class SaleResource extends Resource
 
     protected static bool $shouldRegisterNavigation = false;
 
+    
     public static function form(Form $form): Form
     {
         return $form
             ->schema([
                 Select::make('client')
-                    ->default(request()->query('client_id'))
+                    ->default(fn () => request()->integer('client_id'))
                     ->options(Client::query()->get()->pluck('company', 'id'))
                     ->afterStateUpdated(function ($set, $get) {
                         $set('branch_id', '');
                     })
-                    ->disabled()
                     ->required()
                     ->live(),
                 Select::make('branch_id')
@@ -72,6 +73,8 @@ class SaleResource extends Resource
             ]);
     }
 
+    
+
     public static function getSeries(Get $get): string
     {
         $branch = Branch::find($get('branch_id'));
@@ -98,6 +101,7 @@ class SaleResource extends Resource
                 Header::make('Output Tax'),
                 Header::make('Withholding Tax'),
                 Header::make('Discount'),
+                Header::make('Discount Type'),
                 Header::make('Net Amount'),
             ];
         }
@@ -136,7 +140,7 @@ class SaleResource extends Resource
                 ->numeric()
                 ->nullable()
                 ->live()
-                ->readOnly()
+                ->readOnly(fn (Get $get) => $get('exempt') == 0)
                 ->default(0),
             Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
             Hidden::make('with_discount')->default(fn (Get $get) => $get('../../with_discount')),
@@ -159,6 +163,9 @@ class SaleResource extends Resource
                 ->readOnly()
                 ->visible(fn (Get $get) => $get('../../with_discount'))
                 ->live(),
+            Select::make('discount_type')
+                ->options(fn (Get $get) => static::getDiscountOptions($get))
+                ->visible(fn (Get $get) => $get('../../with_discount')),
             TextInput::make('net_amount')->numeric()->default(0),
         ];
     }
@@ -184,6 +191,13 @@ class SaleResource extends Resource
         return $query->get()->pluck('account', 'id');
     }
 
+    private static function getDiscountOptions(Get $get)
+    {
+        $query = Discount::query()->where('client_id', $get('../../client'));
+ 
+        return $query->pluck('discount', 'id');
+    }
+
     private static function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state)
     {
         $exempt = (float) $get('exempt');

app/Filament/Resources/TransmittalResource.php

@@ -4,7 +4,6 @@ namespace App\Filament\Resources;
 
 use App\Commands\Transmittal\GenerateTransmittalSeries;
 use App\Commands\Transmittal\StoreTransmittalCommand;
-use App\Exports\TransmittalsExport;
 use App\Filament\Resources\TransmittalResource\Pages;
 use App\Jobs\ExportCompleteJob;
 use App\Models\Branch;
@@ -26,6 +25,7 @@ use Filament\Tables\Filters\SelectFilter;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Facades\Auth;
 use Malzariey\FilamentDaterangepickerFilter\Filters\DateRangeFilter;
 
 class TransmittalResource extends Resource
@@ -147,13 +147,11 @@ class TransmittalResource extends Resource
 
     public static function exportTransmittal(array $id): void
     {
-        $recipient = auth()->user();
+        $recipient = Auth::user();
 
         static::generateExportNotification();
 
-        (new TransmittalsExport([$id]))->store('public/transmittal-export.xlsx')->chain([
+        ExportCompleteJob::dispatch($recipient, Arr::flatten($id));
-            app(ExportCompleteJob::class, ['user' => $recipient]),
-        ]);
     }
 
     public static function generateExportNotification(): Notification

app/Jobs/ExportCompleteJob.php

@@ -2,6 +2,8 @@
 
 namespace App\Jobs;
 
+use App\Models\Transmittal;
+use Barryvdh\DomPDF\Facade\Pdf;
 use Filament\Notifications\Actions\Action as NotificationAction;
 use Filament\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
@@ -13,30 +15,37 @@ use Illuminate\Support\Facades\Storage;
 
 class ExportCompleteJob implements ShouldQueue
 {
+    use Dispatchable;
+    use InteractsWithQueue;
     use Queueable;
+    use SerializesModels;
 
-
+    public function __construct(private $user, private array $ids)
-    /**
-     * Create a new job instance.
-     */
-    public function __construct(private $user)
     {
     }
 
-    /**
-     * Execute the job.
-     */
     public function handle(): void
     {
-        Notification::make()->success()
+        $transmittals = Transmittal::query()
+            ->with(['client', 'branch', 'files.notes', 'files.remarks'])
+            ->whereIn('id', $this->ids)
+            ->get();
+
+        $pdf = Pdf::loadView('transmittal.export.transmittal-export-pdf', [
+            'transmittals' => $transmittals,
+        ]);
+
+        Storage::disk('public')->put('transmittal-export.pdf', $pdf->output());
+
+        Notification::make()
+            ->success()
             ->title('Export Completed')
             ->actions([
-                    NotificationAction::make('download_transmittal-export.xlsx')
+                NotificationAction::make('download_transmittal-export.pdf')
                     ->label('Download File')
-                        ->url(url: Storage::url('public/transmittal-export.xlsx') ,shouldOpenInNewTab: true)
+                    ->url(Storage::url('transmittal-export.pdf'), true)
                     ->markAsRead(),
-                ]
+            ])
-            )
             ->sendToDatabase($this->user);
     }
 }

app/Models/Client.php

@@ -78,4 +78,9 @@ class Client extends Model
     {
         return $this->hasManyThrough(Journal::class, Branch::class);
     }
+
+    public function discounts(): HasMany
+    {
+        return $this->hasMany(Discount::class);
+    }
 }

app/Models/Discount.php

@@ -0,0 +1,10 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+
+class Discount extends Model
+{
+    protected $fillable = ['discount'];
+}

composer.json

@@ -10,6 +10,7 @@
     "require": {
         "php": "^8.2",
         "awcodes/filament-table-repeater": "^3.0",
+        "barryvdh/laravel-dompdf": "^2.0",
         "bezhansalleh/filament-shield": "^3.2",
         "filament/filament": "^3.2",
         "laravel/framework": "^11.9",

database/migrations/2026_02_17_142648_create_discounts_table.php

@@ -0,0 +1,29 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('discounts', function (Blueprint $table) {
+            $table->id();
+            $table->text('discount');
+            $table->foreignId('client_id')->constrained()->onDelete('cascade');
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('discounts');
+    }
+};

resources/views/transmittal/export/transmittal-export-pdf.blade.php

@@ -0,0 +1,47 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Transmittal Report</title>
+    <style>
+        body {
+            font-family: DejaVu Sans, sans-serif;
+            font-size: 12px;
+        }
+        .header {
+            text-align: center;
+            margin-bottom: 20px;
+        }
+        .header-logo {
+            height: 60px;
+            margin-bottom: 10px;
+        }
+        .header-title {
+            font-size: 20px;
+            font-weight: bold;
+        }
+        table {
+            width: 100%;
+            border-collapse: collapse;
+        }
+        th, td {
+            border: 1px solid #000;
+            padding: 4px;
+        }
+        th {
+            text-transform: capitalize;
+            text-align: center;
+        }
+    </style>
+</head>
+<body>
+<div class="header">
+    <img src="{{ public_path('images/logo.png') }}" alt="Logo" class="header-logo">
+    <div class="header-title">Transmittal Report</div>
+</div>
+
+@include('transmittal.export.transmittal-export-table', ['transmittals' => $transmittals])
+
+</body>
+</html>
+