feat: updates on sales

app/Filament/Resources/ExpenseResource.php

@@ -11,6 +11,7 @@ use App\Models\Expense;
 use Awcodes\TableRepeater\Components\TableRepeater;
 use Awcodes\TableRepeater\Header;
 use Filament\Forms\Components\DatePicker;
+use Filament\Forms\Components\Hidden;
 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
@@ -50,7 +51,10 @@ class ExpenseResource extends Resource
             Select::make('branch_id')
                 ->relationship('branch', 'code')
                 ->options(fn ($get) => Branch::query()->where('client_id', $get('client'))->get()->pluck('code', 'id'))
-                ->afterStateUpdated(fn ($set, $get) => $set('voucher_number', static::getVoucherNumber($get)))
+                ->afterStateUpdated(function ($set, $get) {
+                    $set('voucher_number', static::getVoucherNumber($get));
+                    $set('transactions.*.branch_id', $get('branch_id'));
+                })
                 ->required()
                 ->live(),
             TextInput::make('supplier')->label('Supplier Name')->required(),
@@ -60,13 +64,17 @@ class ExpenseResource extends Resource
                 ->readOnly(),
             DatePicker::make('happened_on')->label('Date')
                 ->required()
+                ->afterStateUpdated(function ($set, $get) {
+                    $set('transactions.*.happened_on', $get('happened_on'));
+                })
+                ->live()
                 ->native(false),
 
             TableRepeater::make('transactions')
                 ->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
                 ->relationship('transactions')
                 ->schema(fn (Get $get): array => static::getTransactionTableFormSchema($get))
-
+                ->visible(fn (Get $get) => $get('branch_id') != null)
                 ->columnSpan('full'),
         ];
     }
@@ -98,6 +106,7 @@ class ExpenseResource extends Resource
         return [
             Header::make('Charge Account'),
             Header::make('Description'),
+            //            Header::make('Branch'),
             Header::make('Gross Amount'),
             Header::make('Exempt'),
             Header::make('Zero Rated'),
@@ -130,9 +139,10 @@ class ExpenseResource extends Resource
         return [
             Select::make('account_id')->options(fn ($get) => static::getAccountOptions($get)),
             TextInput::make('description')->label('Description'),
+            Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
             TextInput::make('gross_amount')
                 ->numeric()
-                ->live()
+                ->live(false, 500)
                 ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
                     static::setDefaultFormValues($get, $set, $old, $state);
                 })->default(0),
@@ -151,11 +161,11 @@ class ExpenseResource extends Resource
                 })->default(0),
             TextInput::make('vatable_amount')
                 ->numeric()
+                ->nullable()
                 ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
+                ->readOnly()
-
+                ->default(0),
-                    static::setDefaultFormValues($get, $set, $old, $state);
+            Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
-                })->default(0),
             TextInput::make('input_tax')
                 ->numeric()
                 ->live()
@@ -202,19 +212,22 @@ class ExpenseResource extends Resource
         $exempt = (float) $get('exempt');
         $withHoldingTax = (float) $get('payable_withholding_tax');
         $vatableSales = $get('gross_amount');
-        $vatableAmount = $vatableSales / 1.12;
+        $vatableAmount = 0;
+        if ($vatableSales) {
+            $vatableAmount = $vatableSales / 1.12;
+        }
 
         $inputTax = $vatableAmount * 0.12;
 
-        $netAmount = $get('gross_amount') - $get('payable_withholding_tax');
+        $netAmount = (int) $vatableSales - $get('payable_withholding_tax');
 
         if (static::getIsVatable($get)) {
             $netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
         }
 
-        $set('input_tax', number_format($inputTax, 2));
+        $set('input_tax', number_format($inputTax, 2, '.', ''));
-        $set('vatable_amount', number_format($vatableAmount, 2));
+        $set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
-        $set('net_amount', number_format($netAmount, 2));
+        $set('net_amount', number_format($netAmount, 2, '.', ''));
     }
 
     public static function getIsVatable(Get $get): bool
@@ -228,7 +241,6 @@ class ExpenseResource extends Resource
     public static function isVatable(bool $value): void
     {
         static::$isVatable = $value;
-        dump('sett');
     }
 
     public static function table(Table $table): Table

app/Filament/Resources/ExpenseResource/Pages/CreateExpense.php

@@ -17,6 +17,7 @@ class CreateExpense extends CreateRecord
 
     protected function mutateFormDataBeforeCreate(array $data): array
     {
+
         return $this->getFormDataMutation($data);
     }
 
@@ -25,7 +26,7 @@ class CreateExpense extends CreateRecord
         return Arr::except($data, ['client', 'transactions']);
     }
 
-    protected function afterCreate()
+    protected function afterCreate(): void
     {
         $transactions = Arr::only($this->form->getState(), ['transactions']);
 

app/Filament/Resources/SaleResource.php

@@ -3,8 +3,20 @@
 namespace App\Filament\Resources;
 
 use App\Filament\Resources\SaleResource\Pages;
+use App\Models\Account;
+use App\Models\Branch;
+use App\Models\Client;
 use App\Models\Sale;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Filament\Forms\Components\Checkbox;
+use Filament\Forms\Components\DatePicker;
+use Filament\Forms\Components\Hidden;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
+use Filament\Forms\Get;
+use Filament\Forms\Set;
 use Filament\Resources\Resource;
 use Filament\Tables;
 use Filament\Tables\Table;
@@ -19,10 +31,186 @@ class SaleResource extends Resource
     {
         return $form
             ->schema([
-                //
+                Select::make('client')
+                    ->options(Client::query()->get()->pluck('company', 'id'))
+                    ->afterStateUpdated(function ($set, $get) {
+                        $set('branch_id', '');
+                    })
+                    ->required()
+                    ->live(),
+                Select::make('branch_id')
+                    ->relationship('branch', 'code')
+                    ->options(fn ($get) => Branch::query()->where('client_id', $get('client'))->get()->pluck('code', 'id'))
+                    ->required()
+                    ->afterStateUpdated(function ($set, $get) {
+                        $set('current_series', static::getSeries($get));
+                        $set('transactions.*.branch_id', $get('branch_id'));
+                    })
+                    ->live(),
+                TextInput::make('current_series')
+                    ->label('Series')
+                    ->disabled(),
+                DatePicker::make('happened_on')->label('Date')
+                    ->required()
+                    ->afterStateUpdated(function ($set, $get) {
+                        $set('transactions.*.happened_on', $get('happened_on'));
+                    })
+                    ->native(false),
+                Checkbox::make('with_discount')->label('With Discount?')->default(false)->live(),
+
+                TableRepeater::make('transactions')
+                    ->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
+                    ->relationship('transactions')
+                    ->schema(fn (Get $get): array => static::getTransactionTableFormSchema($get))
+                    ->visible(fn (Get $get) => $get('branch_id') != null)
+                    ->columnSpan('full'),
             ]);
     }
 
+    public static function getSeries(Get $get): string
+    {
+        $branch = Branch::find($get('branch_id'));
+
+        if ($branch) {
+            $currentSeries = $branch->current_series;
+
+            return str_pad($currentSeries + 1, 6, '0', STR_PAD_LEFT);
+        }
+
+        return '';
+
+    }
+
+    private static function getTransactionTableHeader(Get $get): array
+    {
+        if ($get('with_discount')) {
+            return [
+                Header::make('Charge Account'),
+                Header::make('Description'),
+                Header::make('Gross Amount'),
+                Header::make('Exempt'),
+                Header::make('Vatable Amount'),
+                Header::make('Output Tax'),
+                Header::make('Withholding Tax'),
+                Header::make('Discount'),
+                Header::make('Net Amount'),
+            ];
+        }
+
+        return [
+            Header::make('Charge Account'),
+            Header::make('Description'),
+            Header::make('Gross Amount'),
+            Header::make('Exempt'),
+            Header::make('Vatable Amount'),
+            Header::make('Output Tax'),
+            Header::make('Withholding Tax'),
+            Header::make('Net Amount'),
+        ];
+    }
+
+    private static function getTransactionTableFormSchema(Get $get): array
+    {
+        return [
+            Select::make('account_id')->options(fn ($get) => static::getAccountOptions($get)),
+            TextInput::make('description')->label('Description'),
+            Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
+            TextInput::make('gross_amount')
+                ->numeric()
+                ->live(false, 500)
+                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
+                    static::setDefaultFormValues($get, $set, $old, $state);
+                })->default(0),
+            TextInput::make('exempt')
+                ->numeric()
+                ->live()
+                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
+                    static::setDefaultFormValues($get, $set, $old, $state);
+                })->default(0),
+            TextInput::make('vatable_amount')
+                ->numeric()
+                ->nullable()
+                ->live()
+                ->readOnly()
+                ->default(0),
+            Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
+            Hidden::make('with_discount')->default(fn (Get $get) => $get('../../with_discount')),
+            TextInput::make('output_tax')
+                ->numeric()
+                ->live()
+                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
+
+                    static::setDefaultFormValues($get, $set, $old, $state);
+                })->default(0),
+            TextInput::make('payable_withholding_tax')
+                ->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()
+                ->visible(fn (Get $get) => $get('../../with_discount'))
+                ->live(),
+            TextInput::make('net_amount')->numeric()->default(0),
+        ];
+    }
+
+    private static function getAccountOptions($get)
+    {
+        $query = Account::query();
+
+        $query->where([
+            'client_id' => $get('../../client'),
+        ]);
+
+        if ($get('../../branch_id')) {
+            $query->whereHas('balances', function ($query) use ($get) {
+                return $query->where('branch_id', $get('../../branch_id'));
+            });
+        }
+
+        $query->whereHas('accountType', function ($query) {
+            return $query->where('type', 'Revenue');
+        });
+
+        return $query->get()->pluck('account', 'id');
+    }
+
+    private static function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state)
+    {
+        $exempt = (float) $get('exempt');
+        $withHoldingTax = (float) $get('payable_withholding_tax');
+        $vatableSales = $get('gross_amount');
+        $vatableAmount = 0;
+        if ($vatableSales) {
+            $vatableAmount = $vatableSales / 1.12;
+        }
+
+        $discount = $exempt * .20;
+        $outputTax = $vatableAmount * 0.12;
+
+        //default net amount
+        $netAmount = (int) $vatableSales - $get('payable_withholding_tax');
+
+        //net amount if vatable
+        if (ExpenseResource::getIsVatable($get)) {
+            $netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
+        }
+
+        //if discounted
+        if ($get('../../with_discount')) {
+            $netAmount = $netAmount - $discount;
+        }
+
+        $set('output_tax', number_format($outputTax, 2, '.', ''));
+        $set('discount', number_format($discount, 2, '.', ''));
+        $set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
+        $set('net_amount', number_format($netAmount, 2, '.', ''));
+    }
+
     public static function table(Table $table): Table
     {
         return $table

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

@@ -3,9 +3,27 @@
 namespace App\Filament\Resources\SaleResource\Pages;
 
 use App\Filament\Resources\SaleResource;
+use App\Models\Branch;
 use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Support\Arr;
 
 class CreateSale extends CreateRecord
 {
     protected static string $resource = SaleResource::class;
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        return $this->getFormDataMutation($data);
+    }
+
+    public function getFormDataMutation(array $data): array
+    {
+        return Arr::except($data, ['client', 'transactions', 'with_discount']);
+    }
+
+    protected function afterCreate(): void
+    {
+        $branch = Branch::find($this->data['branch_id']);
+        dd($branch);
+    }
 }

app/Models/Expense.php

@@ -5,7 +5,7 @@ namespace App\Models;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
-use Illuminate\Database\Eloquent\Relations\MorphToMany;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
 
 class Expense extends Model
 {
@@ -20,9 +20,9 @@ class Expense extends Model
     /**
      * Get all the transactions for the Sale
      */
-    public function transactions(): MorphToMany
+    public function transactions(): MorphMany
     {
-        return $this->morphToMany(Transaction::class, 'transactionable');
+        return $this->morphMany(Transaction::class, 'transactionable');
     }
 
     public function branch(): BelongsTo

app/Models/Sale.php

@@ -4,14 +4,29 @@ namespace App\Models;
 
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
-use Illuminate\Database\Eloquent\Relations\MorphToMany;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
 
 class Sale extends Model
 {
     use HasFactory;
 
-    public function transactions(): MorphToMany
+    protected $guarded = [];
+
+    protected $casts = [
+        'happened_on' => 'date:Y-m-d',
+    ];
+
+    /**
+     * Get all the transactions for the Sale
+     */
+    public function transactions(): MorphMany
     {
-        return $this->morphToMany(Transaction::class, 'transactionable');
+        return $this->morphMany(Transaction::class, 'transactionable');
+    }
+
+    public function branch(): BelongsTo
+    {
+        return $this->belongsTo(Branch::class);
     }
 }

database/migrations/2024_08_12_070246_create_transactionables_table.php

@@ -1,29 +0,0 @@
-<?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('transactionables', function (Blueprint $table) {
-            $table->id();
-            $table->unsignedBigInteger('transaction_id');
-            $table->unsignedBigInteger('transactionable_id');
-            $table->string('transactionable_type');
-        });
-    }
-
-    /**
-     * Reverse the migrations.
-     */
-    public function down(): void
-    {
-        Schema::dropIfExists('transactionables');
-    }
-};