feat(transmittal): replace PDF export with Excel export and add logo

- Remove PDF export functionality from TransmittalResource and CreateTransmittal page
- Add new TransmittalExcelExport class for formatted Excel exports with company logo
- Update export jobs to generate unique filenames per user and refresh user data
- Replace PDF export action with Excel export in table actions
- Comment out logo in PDF view template as it's no longer used
- Fix import alias for Excel export action in GeneralLedger

app/Filament/Exports/TransmittalExcelExport.php

@@ -0,0 +1,142 @@
+<?php
+
+namespace App\Filament\Exports;
+
+use App\Models\Transmittal;
+use pxlrbt\FilamentExcel\Columns\Column;
+use pxlrbt\FilamentExcel\Exports\ExcelExport;
+use Maatwebsite\Excel\Events\AfterSheet;
+use PhpOffice\PhpSpreadsheet\Worksheet\Drawing;
+use PhpOffice\PhpSpreadsheet\Style\Alignment;
+use PhpOffice\PhpSpreadsheet\Style\Border;
+
+class TransmittalExcelExport extends ExcelExport
+{
+    public function setUp(): void
+    {
+        $this->fromTable()
+            ->withFilename('transmittals-' . now()->format('Y-m-d'))
+            ->modifyQueryUsing(
+                fn ($query) => $query->with([
+                    'client',
+                    'branch',
+                    'files.notes',
+                    'files.remarks',
+                ])
+            )
+            ->withColumns([
+                Column::make('series')
+                    ->heading('series'),
+                Column::make('client')
+                    ->heading('Client')
+                    ->formatStateUsing(fn (Transmittal $record) => $record->client?->company),
+                Column::make('branch')
+                    ->heading('Branch')
+                    ->formatStateUsing(fn (Transmittal $record) => $record->branch?->code),
+                Column::make('files')
+                    ->heading('files')
+                    ->formatStateUsing(
+                        fn (Transmittal $record) => $record->files
+                            ->pluck('description')
+                            ->filter()
+                            ->join(PHP_EOL)
+                    ),
+            ]);
+    }
+
+    public function registerEvents(): array
+    {
+        $recordIds = $this->getRecordIds();
+
+        return [
+            AfterSheet::class => function (AfterSheet $event) use ($recordIds) {
+                $sheet = $event->sheet->getDelegate();
+
+                $sheet->insertNewRowBefore(1, 2);
+                $sheet->mergeCells('A1:F1');
+                $sheet->getRowDimension(1)->setRowHeight(90);
+                $sheet->getStyle('A1:F1')
+                    ->getAlignment()
+                    ->setHorizontal(Alignment::HORIZONTAL_CENTER);
+                
+
+                $logo = new Drawing();
+                $logo->setName('MKM Logo');
+                $logo->setDescription('MKM Tax & Accounting Services');
+                $logo->setPath(public_path('images/logo-light.png'));
+                $logo->setHeight(100);
+                $logo->setOffsetX(120);
+                $logo->setOffsetY(10);
+
+                $logo->setCoordinates('A1');
+                $logo->setWorksheet($sheet);
+
+                $transmittal = Transmittal::with(['client', 'branch', 'files.notes', 'files.remarks'])->find($recordIds[0] ?? null);
+
+                if ($transmittal) {
+                    $sheet->mergeCells('A2:F2');
+                    $sheet->setCellValue('A2', $transmittal->client?->company);
+
+                    $sheet->getStyle('A2')->getFont()->setBold(true);
+                    $sheet->getStyle('A2')->getAlignment()->setHorizontal('center');
+                }
+
+                // Headings row
+                $sheet->setCellValue('A3', 'series');
+                $sheet->setCellValue('B3', 'Client');
+                $sheet->setCellValue('C3', 'Branch');
+                $sheet->setCellValue('D3', 'files');
+                $sheet->setCellValue('E3', 'notes');
+                $sheet->setCellValue('F3', 'remarks');
+
+                $sheet->getStyle('A3:F3')->getFont()->setBold(true);
+                $sheet->getStyle('A3:F3')->getAlignment()->setHorizontal('center');
+
+                $rows = [];
+                $firstRow = true;
+
+                if ($transmittal) {
+                    foreach ($transmittal->files as $file) {
+                        $fileNotes = $file->notes->pluck('comment')->values();
+                        $fileRemarks = $file->remarks->pluck('remark')->values();
+
+                        $maxLines = max(1, $fileNotes->count(), $fileRemarks->count());
+
+                        for ($i = 0; $i < $maxLines; $i++) {
+                            $rows[] = [
+                                'series' => $firstRow ? $transmittal->series : '',
+                                'client' => $firstRow ? $transmittal->client?->company : '',
+                                'branch' => $firstRow ? $transmittal->branch?->code : '',
+                                'file' => $i === 0 ? $file->description : '',
+                                'note' => $fileNotes[$i] ?? '',
+                                'remark' => $fileRemarks[$i] ?? '',
+                            ];
+
+                            $firstRow = false;
+                        }
+                    }
+                }
+
+                $currentRow = 4;
+
+                foreach ($rows as $dataRow) {
+                    $sheet->setCellValue("A{$currentRow}", $dataRow['series']);
+                    $sheet->setCellValue("B{$currentRow}", $dataRow['client']);
+                    $sheet->setCellValue("C{$currentRow}", $dataRow['branch']);
+                    $sheet->setCellValue("D{$currentRow}", $dataRow['file']);
+                    $sheet->setCellValue("E{$currentRow}", $dataRow['note']);
+                    $sheet->setCellValue("F{$currentRow}", $dataRow['remark']);
+
+                    $currentRow++;
+                }
+
+                $lastRow = max($currentRow - 1, 3);
+
+                $sheet->getStyle("A3:F{$lastRow}")
+                    ->getBorders()
+                    ->getAllBorders()
+                    ->setBorderStyle(Border::BORDER_THIN);
+            },
+        ];
+    }
+}

app/Filament/Resources/Clients/Pages/GeneralLedger.php

@@ -14,7 +14,7 @@ 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\Actions\ExportAction as ExcelExportAction;
 use pxlrbt\FilamentExcel\Exports\ExcelExport;
 use pxlrbt\FilamentExcel\Columns\Column;
 
@@ -108,7 +108,7 @@ class GeneralLedger extends Page implements HasTable
                 'account.account',
             ])
             ->headerActions([
-                ExportAction::make()
+                ExcelExportAction::make()
                     ->label('Export General Ledger')
                     ->exports([
                         ExcelExport::make()

app/Filament/Resources/Transmittals/Pages/CreateTransmittal.php

@@ -3,51 +3,12 @@
 namespace App\Filament\Resources\Transmittals\Pages;
 
 use App\Filament\Resources\Transmittals\TransmittalResource;
-use Filament\Actions\Action;
 use Filament\Resources\Pages\CreateRecord;
-use Throwable;
 
 class CreateTransmittal extends CreateRecord
 {
     protected static string $resource = TransmittalResource::class;
 
-    public bool $willExport = false;
-
-    /**
-     * @throws Throwable
-     */
-    public function createAndExport(): void
-    {
-        $this->willExport = true;
-        $this->create();
-    }
-
-    public function afterCreate()
-    {
-        if ($this->willExport) {
-            TransmittalResource::exportTransmittal([$this->record->id]);
-        }
-    }
-
-    public function getCreatedNotificationMessage(): ?string
-    {
-        if ($this->willExport) {
-            return 'Transmittal Was Created Successfully!, Check your notification for file download link';
-        }
-
-        return 'Transmittal Was Created Successfully!';
-    }
-
-    protected function getFormActions(): array
-    {
-        return [
-            $this->getCreateFormAction(),
-            $this->getCreateAnotherFormAction(),
-            Action::make('Create and Export')->action('createAndExport')->color('success'),
-            $this->getCancelFormAction(),
-        ];
-    }
-
     protected function getRedirectUrl(): string
     {
         return $this->previousUrl ?? $this->getResource()::getUrl('index');

app/Filament/Resources/Transmittals/TransmittalResource.php

@@ -8,7 +8,6 @@ use Filament\Tables\Columns\Layout\Stack;
 use Filament\Tables\Columns\Layout\View;
 use Filament\Actions\BulkActionGroup;
 use Filament\Actions\DeleteBulkAction;
-use Filament\Actions\BulkAction;
 use Filament\Actions\Action;
 use Filament\Actions\ViewAction;
 use Filament\Actions\EditAction;
@@ -21,8 +20,7 @@ use App\Filament\Resources\Transmittals\Pages\EditTransmittal;
 use App\Commands\Transmittal\GenerateTransmittalSeries;
 use App\Commands\Transmittal\StoreTransmittalCommand;
 use App\Filament\Resources\TransmittalResource\Pages;
-use App\Jobs\ExportCompleteJob;
+use App\Filament\Exports\TransmittalExcelExport;
-use App\Jobs\TransmittalPDFExportJob;
 use App\Models\Branch;
 use App\Models\Client;
 use App\Models\Transmittal;
@@ -33,14 +31,12 @@ use Filament\Forms\Components\Repeater;
 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\Textarea;
 use Filament\Forms\Components\TextInput;
-use Filament\Notifications\Notification;
 use Filament\Resources\Resource;
 use Filament\Support\Enums\FontWeight;
 use Filament\Tables;
 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;
 
@@ -117,10 +113,6 @@ class TransmittalResource extends Resource
             ->toolbarActions([
                 BulkActionGroup::make([
                     DeleteBulkAction::make(),
-                    BulkAction::make('Bulk Export')->action(function ($records) {
-
-                        static::exportTransmittal(Arr::flatten($records->pluck('id')));
-                    }),
                 ]),
             ]);
     }
@@ -128,7 +120,18 @@ class TransmittalResource extends Resource
     public static function getTableActions(): array
     {
         return [
-            Action::make('Export')->label('Export as PDF')->action(fn ($record) => static::exportTransmittal([$record->id])),
+            Action::make('Export')
+                ->label('Export as Excel')
+                ->icon('heroicon-o-arrow-down-tray')
+                ->action(function (Transmittal $record, $livewire) {
+                    $export = TransmittalExcelExport::make('transmittal');
+
+                    return app()->call([$export, 'hydrate'], [
+                        'livewire' => $livewire,
+                        'records' => collect([$record]),
+                        'formData' => null,
+                    ])->export();
+                }),
             ViewAction::make(),
             Action::make('Update Status')
                 ->fillForm(function ($record) {
@@ -161,24 +164,6 @@ class TransmittalResource extends Resource
         ];
     }
 
-    public static function exportTransmittal(array $id): void
-    {
-        $recipient = Auth::user();
-
-        static::generateExportNotification();
-
-        dispatch(new TransmittalPDFExportJob($recipient, $id)); 
-    }
-
-    public static function generateExportNotification(): Notification
-    {
-
-        return Notification::make()
-            ->title('Your export will be ready. check your notification for file download link.')
-            ->success()
-            ->send();
-    }
-
     public static function form(Schema $schema): Schema
     {
         return $schema

app/Jobs/ExportCompleteJob.php

@@ -4,6 +4,7 @@ namespace App\Jobs;
 
 use Filament\Actions\Action;
 use App\Models\Transmittal;
+use App\Models\User;
 use Barryvdh\DomPDF\Facade\Pdf;
 use Filament\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
@@ -20,12 +21,14 @@ class ExportCompleteJob implements ShouldQueue
     use Queueable;
     use SerializesModels;
 
-    public function __construct(private $user, private array $ids)
+    public function __construct(private User $user, private array $ids)
     {
     }
 
     public function handle(): void
     {
+        $this->user->refresh();
+
         $transmittals = Transmittal::query()
             ->with(['client', 'branch', 'files.notes', 'files.remarks'])
             ->whereIn('id', $this->ids)
@@ -35,15 +38,17 @@ class ExportCompleteJob implements ShouldQueue
             'transmittals' => $transmittals,
         ]);
 
-        Storage::disk('public')->put('transmittal-export.pdf', $pdf->output());
+        $filename = 'transmittal-export-'.$this->user->id.'-'.now()->format('YmdHis').'.pdf';
+
+        Storage::disk('public')->put($filename, $pdf->output());
 
         Notification::make()
             ->success()
             ->title('Export Completed')
             ->actions([
-                Action::make('download_transmittal-export.pdf')
+                Action::make('download_transmittal_export')
                     ->label('Download PDF File')
-                    ->url(Storage::url('transmittal-export.pdf'), true)
+                    ->url(Storage::url($filename), true)
                     ->markAsRead(),
             ])
             ->sendToDatabase($this->user);

app/Jobs/TransmittalPDFExportJob.php

@@ -4,6 +4,7 @@ namespace App\Jobs;
 
 use Filament\Actions\Action;
 use App\Models\Transmittal;
+use App\Models\User;
 use Barryvdh\DomPDF\Facade\Pdf;
 use Filament\Notifications\Notification;
 use Illuminate\Contracts\Queue\ShouldQueue;
@@ -20,7 +21,7 @@ class TransmittalPDFExportJob implements ShouldQueue
     /**
      * Create a new job instance.
      */
-    public function __construct(private $user, private array $ids)
+    public function __construct(private User $user, private array $ids)
     {}
 
     /**
@@ -28,6 +29,8 @@ class TransmittalPDFExportJob implements ShouldQueue
      */
     public function handle(): void
     {
+        $this->user->refresh();
+
         $transmittals = Transmittal::query()
             ->with(['client', 'branch', 'files.notes', 'files.remarks'])
             ->whereIn('id', $this->ids)
@@ -37,15 +40,17 @@ class TransmittalPDFExportJob implements ShouldQueue
             'transmittals' => $transmittals,
         ]);
 
-        Storage::disk('public')->put('transmittal-export.pdf', $pdf->output());
+        $filename = 'transmittal-export-'.$this->user->id.'-'.now()->format('YmdHis').'.pdf';
+
+        Storage::disk('public')->put($filename, $pdf->output());
 
         Notification::make()
             ->success()
             ->title('Export Completed')
             ->actions([
-                Action::make('download_transmittal-export.pdf')
+                Action::make('download_transmittal_export')
                     ->label('Download PDF File')
-                    ->url(Storage::url('transmittal-export.pdf'), true)
+                    ->url(Storage::url($filename), true)
                     ->markAsRead(),
             ])
             ->sendToDatabase($this->user);

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

@@ -36,7 +36,7 @@
 </head>
 <body>
 <div class="header">
-    <img src="{{ public_path('images/logo.png') }}" alt="Logo" class="header-logo">
+    {{-- <img src="{{ asset('images/logo-dark.png') }}" alt="Logo" class="header-logo"> --}}
     <div class="header-title">Transmittal Report</div>
 </div>