feat: updates on expenses

2024-08-21 05:37:35 +08:00
parent 3af7207ec3
commit daa6f692e1
9 changed files with 277 additions and 21 deletions
--- a/app/Actions/Balances/CreateBalanceAction.php
+++ b/app/Actions/Balances/CreateBalanceAction.php
@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Actions\Balances;
+
+use App\Actions\BaseAction;
+use App\Commands\Balances\CreateBalanceCommand;
+use Closure;
+use Spatie\LaravelData\Data;
+
+class CreateBalanceAction extends BaseAction
+{
+    public function __construct(
+        private CreateBalanceCommand $createBalanceCommand
+    ) {}
+
+    public function __invoke(Data $payload, Closure $next)
+    {
+        $this->createBalanceCommand->execute($payload->balanceDTO->except('amount')->toArray());
+
+        return $next($payload);
+    }
+}
--- a/app/Actions/Ledgers/CreateLedgerAction.php
+++ b/app/Actions/Ledgers/CreateLedgerAction.php
@@ -4,6 +4,7 @@ namespace App\Actions\Ledgers;

 use App\Actions\BaseAction;
 use App\Commands\Ledgers\CreateLedgerCommand;
+use App\DataObjects\CreateBalanceDTO;
 use App\DataObjects\CreateLedgerDTO;
 use Closure;
 use Spatie\LaravelData\Data;
@@ -16,7 +17,15 @@ class CreateLedgerAction extends BaseAction

    public function __invoke(CreateLedgerDTO|Data $payload, Closure $next)
    {
-        $this->createLedgerCommand->execute($payload->data);
+        $ledger = $this->createLedgerCommand->execute($payload->data);
+
+        $payload->balanceDTO = new CreateBalanceDTO(
+            amount: $payload->amount,
+            is_starting: false,
+            ledger_id: $ledger->id,
+            account_id: $ledger->account_id,
+            branch_id: $ledger->branch_id,
+        );

        return $next($payload);
    }
--- a/app/Actions/Transactions/CreateTransactionAction.php
+++ b/app/Actions/Transactions/CreateTransactionAction.php
@@ -2,6 +2,7 @@

 namespace App\Actions\Transactions;

+use App\Actions\Balances\CreateBalanceAction;
 use App\Actions\BaseAction;
 use App\Actions\Ledgers\CreateLedgerAction;
 use App\DataObjects\CreateLedgerDTO;
@@ -21,6 +22,8 @@ class CreateTransactionAction extends BaseAction

        $this->withHoldingAccountLedger($payload);

+        $this->cashAccountLedger($payload);
+
        return $next($payload);
    }

@@ -56,6 +59,7 @@ class CreateTransactionAction extends BaseAction
    {
        return Pipeline::send(passable: $ledgerPayload)->through([
            CreateLedgerAction::class,
+            CreateBalanceAction::class,
        ])->thenReturn();
    }

@@ -82,10 +86,27 @@ class CreateTransactionAction extends BaseAction

        $ledgerPayload = new CreateLedgerDTO(
            branch_id: $payload->transactionable->branch_id,
-            amount: $payload->transaction->payable_withholding_tax,
+            amount: $payload->transaction->payable_withholding_tax ?? 0.00,
            transaction: $payload->transaction,
            account: $withholdingAccount,
        );
        $this->ledgerPipe($ledgerPayload);
    }
+
+    public function cashAccountLedger($payload): void
+    {
+        $cashAccount = Account::query()->where('account', 'Cash')->whereHas('balances', function ($balance) use ($payload) {
+            return $balance->where('branch_id', $payload->transactionable->branch_id);
+        })->first();
+
+        $amount = $payload->transaction->gross_amount - $payload->transaction->creditable_withholding_tax;
+
+        $ledgerPayload = new CreateLedgerDTO(
+            branch_id: $payload->transactionable->branch_id,
+            amount: $amount ?? 0.00,
+            transaction: $payload->transaction,
+            account: $cashAccount,
+        );
+        $this->ledgerPipe($ledgerPayload);
+    }
 }
--- a/app/Commands/Balances/CreateBalanceCommand.php
+++ b/app/Commands/Balances/CreateBalanceCommand.php
@@ -0,0 +1,21 @@
+<?php
+
+namespace App\Commands\Balances;
+
+use App\Commands\Command;
+use App\Models\Balance;
+use Illuminate\Support\Facades\DB;
+
+class CreateBalanceCommand implements Command
+{
+    public function execute(array $data): mixed
+    {
+        return DB::transaction(
+            callback: fn () => Balance::query()->updateOrCreate([
+                'id' => $data['id'],
+                'account_id' => $data['account_id'],
+            ], $data),
+            attempts: 2
+        );
+    }
+}
--- a/app/DataObjects/CreateBalanceDTO.php
+++ b/app/DataObjects/CreateBalanceDTO.php
@@ -0,0 +1,30 @@
+<?php
+
+namespace App\DataObjects;
+
+use App\Models\Account;
+use Spatie\LaravelData\Data;
+
+class CreateBalanceDTO extends Data
+{
+    public int $balance;
+
+    public function __construct(
+        public float $amount,
+        public bool $is_starting,
+        public ?int $id = null,
+        public ?int $ledger_id = null,
+        public ?int $account_id = null,
+        public ?int $branch_id = null
+    ) {
+        $account = Account::query()->where('id', $this->account_id)->first();
+
+        $currentBalance = $account ? $account->current_balance : 0;
+
+        if ($account->normal_balance == 'credit') {
+            $this->balance = $currentBalance - $this->amount;
+        } else {
+            $this->balance = $currentBalance + $this->amount;
+        }
+    }
+}
--- a/app/DataObjects/CreateLedgerDTO.php
+++ b/app/DataObjects/CreateLedgerDTO.php
@@ -36,6 +36,7 @@ class CreateLedgerDTO extends Data
        public ?Model $ledger = null,
        public ?Model $transaction = null,
        public ?Model $account = null,
+        public ?CreateBalanceDTO $balanceDTO = null,
    ) {
        $this->transaction_id = $this->transaction->id;
        $this->account_id = $this->account->id;
--- a/app/Filament/Resources/ExpenseResource.php
+++ b/app/Filament/Resources/ExpenseResource.php
@@ -15,15 +15,19 @@ 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;
 use Illuminate\Support\Collection;
+use JetBrains\PhpStorm\NoReturn;

 class ExpenseResource extends Resource
 {
    protected static ?string $model = Expense::class;

+    protected static bool $isVatable;
+
    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';

    public static function form(Form $form): Form
@@ -36,29 +40,147 @@ class ExpenseResource extends Resource
    {
        return [
            Select::make('client')
-                ->options(Client::query()->get()->pluck('company', 'id'))->live(),
-            Select::make('branch_id')->options(fn ($get) => Branch::query()->where('client_id', $get('client'))->get()->pluck('code', 'id'))
-                ->afterStateUpdated(fn ($state, $set) => $set('voucher_number', GenerateVoucher::execute(Branch::find($state))))->live(),
+                ->options(Client::query()->get()->pluck('company', 'id'))
+                ->afterStateUpdated(function ($set, $get) {
+                    $set('branch_id', '');
+                    $set('voucher_number', static::getVoucherNumber($get));
+                })
+                ->live(),
+            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)))
+                ->live(),
            TextInput::make('supplier')->label('Supplier Name'),
            TextInput::make('reference_number')->label('Reference Number'),
-            TextInput::make('voucher_number')->label('Voucher Number'),
+            TextInput::make('voucher_number')->label('Voucher Number')
+                ->default(fn ($get) => static::getVoucherNumber($get))
+                ->readOnly(),
            DatePicker::make('happened_on')->label('Date')->native(false),

            TableRepeater::make('transactions')
-                ->headers([
-                    Header::make('Charge Account'),
-                    Header::make('Description'),
-                    Header::make('Gross Amount'),
-                    Header::make('Withholding Tax'),
-                    Header::make('Net Amount'),
-                ])
-                ->schema([
-                    Select::make('account_id')->options(fn ($get) => static::getAccountOptions($get)),
-                    TextInput::make('description')->label('Description'),
-                    TextInput::make('gross_amount'),
-                    TextInput::make('payable_withholding_tax'),
-                    TextInput::make('net_amount'),
-                ])->columnSpan('full'),
+                ->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
+                ->relationship('transactions')
+                ->schema(fn (Get $get): array => static::getTransactionTableFormSchema($get))
+
+                ->columnSpan('full'),
+        ];
+    }
+
+    public static function getVoucherNumber(Get $get): string
+    {
+        $branch = Branch::find($get('branch_id'));
+
+        if ($branch) {
+            return GenerateVoucher::execute($branch);
+        }
+
+        return '';
+    }
+
+    public static function getTransactionTableHeader(Get $get): array
+    {
+
+        if (! static::getIsVatable($get)) {
+            return [
+                Header::make('Charge Account'),
+                Header::make('Description'),
+                Header::make('Gross Amount'),
+                Header::make('Withholding Tax'),
+                Header::make('Net Amount'),
+            ];
+        }
+
+        return [
+            Header::make('Charge Account'),
+            Header::make('Description'),
+            Header::make('Gross Amount'),
+            Header::make('Exempt'),
+            Header::make('Zero Rated'),
+            Header::make('Vatable Amount'),
+            Header::make('Input Tax'),
+            Header::make('Withholding Tax'),
+            Header::make('Net Amount'),
+        ];
+    }
+
+    public static function getIsVatable(Get $get): bool
+    {
+        $client = Client::find($get('client'));
+
+        return $client && $client->vatable;
+
+    }
+
+    public static function isVatable(bool $value): void
+    {
+        static::$isVatable = $value;
+        dump('sett');
+    }
+
+    public static function getTransactionTableFormSchema(Get $get): array
+    {
+        if (! static::getIsVatable($get)) {
+            return [
+                Select::make('account_id')->options(fn ($get) => static::getAccountOptions($get)),
+                TextInput::make('description')->label('Description'),
+                TextInput::make('gross_amount')->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, $state);
+                    })->default(0),
+                TextInput::make('net_amount')->numeric()->default(0),
+            ];
+        }
+
+        return [
+            Select::make('account_id')->options(fn ($get) => static::getAccountOptions($get)),
+            TextInput::make('description')->label('Description'),
+            TextInput::make('gross_amount')
+                ->numeric()
+                ->live()
+                ->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('zero_rated')
+                ->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()
+                ->live()
+                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
+
+                    static::setDefaultFormValues($get, $set, $old, $state);
+                })->default(0),
+            TextInput::make('input_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('net_amount')->numeric()->default(0),
        ];
    }

@@ -83,6 +205,28 @@ class ExpenseResource extends Resource
        return $query->get()->pluck('account', 'id');
    }

+    #[NoReturn]
+    public static function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state): void
+    {
+
+        $exempt = (float) $get('exempt');
+        $withHoldingTax = (float) $get('payable_withholding_tax');
+        $vatableSales = $get('gross_amount');
+        $vatableAmount = $vatableSales / 1.12;
+
+        $inputTax = $vatableAmount * 0.12;
+
+        $netAmount = $get('gross_amount') - $get('payable_withholding_tax');
+
+        if (static::getIsVatable($get)) {
+            $netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
+        }
+
+        $set('input_tax', number_format($inputTax, 2));
+        $set('vatable_amount', number_format($vatableAmount, 2));
+        $set('net_amount', number_format($netAmount, 2));
+    }
+
    public static function table(Table $table): Table
    {
        return $table
--- a/app/Filament/Resources/ExpenseResource/Pages/EditExpense.php
+++ b/app/Filament/Resources/ExpenseResource/Pages/EditExpense.php
@@ -16,4 +16,12 @@ class EditExpense extends EditRecord
            Actions\DeleteAction::make(),
        ];
    }
+
+    protected function mutateFormDataBeforeFill(array $data): array
+    {
+        return [
+            'client' => $this->getRecord()->branch->client->id,
+            ...$this->getRecord()->toArray(),
+        ];
+    }
 }
--- a/app/Models/Client.php
+++ b/app/Models/Client.php
@@ -26,7 +26,7 @@ class Client extends Model

    public function getVatableAttribute(): bool
    {
-        return $this->type->type == 'Vatable' ? true : false;
+        return $this->type->type == 'Vatable';
    }

    /**