feat(sales): add discount support with ledger accounting

- Add discount_type column to transactions table via migration
- Update Sale model to use fillable instead of guarded for better security
- Implement discount account ledger creation when discount is applied
- Fix net amount calculation to include discount in CreateSaleAction
- Remove unused "Exempt" column from sale transaction table
- Make discount_type required when discount is enabled in form
- Update form data mutation to properly handle discount calculations

.devdbrc

@@ -0,0 +1,11 @@
+[
+    {
+		"name": "My test MySQL database",
+		"type": "mysql",
+		"host": "192.168.100.105",
+		"port": "3306",
+		"username": "root",
+		"password": "root",
+		"database": "mkm_admin" 
+	}
+]

app/Actions/Sales/CreateSaleAction.php

@@ -24,7 +24,6 @@ class CreateSaleAction
         
          try {
             DB::beginTransaction();
-
             //create transactions for the sale
             app(CreateRecordTransactionsAction::class)($record, $transactions);
 

app/Actions/Transactions/CreateTransactionAction.php

@@ -24,6 +24,10 @@ class CreateTransactionAction extends BaseAction
 
         $this->cashAccountLedger($payload);
 
+        if ($payload->transaction->discount !== 0) {
+            $this->discountAccountLedger($payload);
+        }
+
         return $next($payload);
     }
 
@@ -33,11 +37,13 @@ class CreateTransactionAction extends BaseAction
         $isExpense = $payload->transactionable instanceof \App\Models\Expense;
         $type = $isExpense ? 'debit' : 'credit';
 
+        $discount = $payload->transaction->discount ?? 0.00;
+
         if ($branch->isClientVatable) {
             //create transaction account ledger
             $ledgerPayload = new CreateLedgerDTO(
                 branch_id: $payload->transactionable->branch_id,
-                amount: $payload->transaction->net_amount ?? 0.00,
+                amount: $payload->transaction->net_amount + $discount ?? 0.00,
                 transaction: $payload->transaction,
                 account: $payload->transaction->account,
                 type: $type,
@@ -144,4 +150,28 @@ class CreateTransactionAction extends BaseAction
             $this->ledgerPipe($ledgerPayload);
         }
     }
+
+    public function discountAccountLedger($payload): void
+    {
+        $isExpense = $payload->transactionable instanceof \App\Models\Expense;
+        $type = $isExpense ? 'credit' : 'debit';
+        $amount = $payload->transaction->discount ?? 0.00;
+        $clientId = $payload->transactionable->branch->client_id;
+
+        $discountAccount = Account::query()
+            ->where('account', 'Sales Discount')
+            ->where('client_id', $clientId)
+            ->first();
+
+        if ($discountAccount && $amount > 0) {
+            $ledgerPayload = new CreateLedgerDTO(
+                branch_id: $payload->transactionable->branch_id,
+                amount: $amount,
+                transaction: $payload->transaction,
+                account: $discountAccount,
+                type: $type,
+            );
+            $this->ledgerPipe($ledgerPayload);
+        }
+    }
 }

app/Filament/Resources/SaleResource.php

@@ -96,7 +96,7 @@ class SaleResource extends Resource
                 Header::make('Charge Account'),
                 Header::make('Description'),
                 Header::make('Gross Amount'),
-                Header::make('Exempt'),
+                // Header::make('Exempt'),
                 Header::make('Vatable Amount'),
                 Header::make('Output Tax'),
                 Header::make('Withholding Tax'),
@@ -110,7 +110,7 @@ class SaleResource extends Resource
             Header::make('Charge Account'),
             Header::make('Description'),
             Header::make('Gross Amount'),
-            Header::make('Exempt'),
+            // Header::make('Exempt'),
             Header::make('Vatable Amount'),
             Header::make('Output Tax'),
             Header::make('Withholding Tax'),
@@ -133,6 +133,7 @@ class SaleResource extends Resource
             TextInput::make('exempt')
                 ->numeric()
                 ->live()
+                ->hidden()
                 ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
                     static::setDefaultFormValues($get, $set, $old, $state);
                 })->default(0),
@@ -155,16 +156,16 @@ class SaleResource extends Resource
                 ->numeric()
                 ->live()
                 ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
                     static::setDefaultFormValues($get, $set, $old, $state);
                 })->default(0),
             TextInput::make('discount')
                 ->numeric()
-                ->readOnly()
+                // ->readOnly()
                 ->visible(fn (Get $get) => $get('../../with_discount'))
                 ->live(),
             Select::make('discount_type')
                 ->options(fn (Get $get) => static::getDiscountOptions($get))
+                ->required(fn (Get $get) => $get('../../with_discount'))
                 ->visible(fn (Get $get) => $get('../../with_discount')),
             TextInput::make('net_amount')->numeric()->default(0),
         ];
@@ -225,7 +226,7 @@ class SaleResource extends Resource
         }
 
         $set('output_tax', number_format($outputTax, 2, '.', ''));
-        $set('discount', number_format($discount, 2, '.', ''));
+        // $set('discount', number_format($discount, 2, '.', ''));
         $set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
         $set('net_amount', number_format($netAmount, 2, '.', ''));
     }

app/Filament/Resources/SaleResource/Pages/CreateSale.php

@@ -76,10 +76,11 @@ class CreateSale extends CreateRecord
         $data['vatable_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['vatable_amount'] ?? 0));
         $data['output_tax'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['output_tax'] ?? 0));
         $data['payable_withholding_tax'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['payable_withholding_tax'] ?? 0));
-        $data['discount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['discount'] ?? 0));
-        $data['net_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['net_amount'] ?? 0));
+        $discount = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['discount'] ?? 0));
+        $data['discount'] = $discount;
+        $data['net_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['net_amount'] ?? 0)) + $discount;
 
-        return Arr::except($data, ['client', 'transactions', 'with_discount']);
+        return Arr::except($data, ['client', 'transactions']);
     }
 
     public function processCreate(array $data, array $transactions): Model

app/Models/Sale.php

@@ -12,7 +12,14 @@ class Sale extends Model
 {
     use HasFactory;
 
-    protected $guarded = [];
+    protected $fillable = [
+        'branch_id',
+        'user_id',
+        'client_id',
+        'happened_on',
+        'reference_number',
+        'buyer'
+    ];
 
     protected $casts = [
         'happened_on' => 'date:Y-m-d',

database/migrations/2026_02_17_175416_add_discount_type_on_transaction_table.php

@@ -0,0 +1,28 @@
+<?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::table('transactions', function (Blueprint $table) {
+            $table->string('discount_type')->after('with_discount')->nullable();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->dropColumn('discount_type');
+        });
+    }
+};