feat: add account linking and improve sales table

- Add many-to-many relationships between Sale/Expense and Account models
- Create pivot tables for account_sale and account_expense with migrations
- Implement account syncing during sale/expense creation and editing
- Add accounts_list attribute to display comma-separated account names
- Introduce SaleService with DTO for sale creation logic
- Simplify sales table columns to show branch, reference, date, and creator
- Calculate and store aggregated financial fields from transactions
- Make series field read-only instead of disabled in sale form
This commit is contained in:
Jp
2026-02-15 18:57:18 +08:00
parent 7bbe6e2d2a
commit f5c8ec04ad
10 changed files with 189 additions and 12 deletions

View File

@@ -273,6 +273,7 @@ class ExpenseResource extends Resource
Tables\Columns\TextColumn::make('branch.client.company'),
Tables\Columns\TextColumn::make('branch.code'),
Tables\Columns\TextColumn::make('happened_on'),
Tables\Columns\TextColumn::make('accounts_list')->label('Accounts'),
];
}

View File

@@ -58,6 +58,16 @@ class CreateExpense extends CreateRecord
public function getFormDataMutation(array $data): array
{
$transactions = $data['transactions'] ?? [];
$data['gross_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['gross_amount'] ?? 0));
$data['exempt'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['exempt'] ?? 0));
$data['zero_rated'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['zero_rated'] ?? 0));
$data['vatable_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['vatable_amount'] ?? 0));
$data['input_tax'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['input_tax'] ?? 0));
$data['payable_withholding_tax'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['payable_withholding_tax'] ?? 0));
$data['net_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['net_amount'] ?? 0));
return Arr::except($data, ['client', 'transactions']);
}
@@ -85,6 +95,15 @@ class CreateExpense extends CreateRecord
)->thenReturn();
}
$accountIds = collect($transactions)
->pluck('account_id')
->filter()
->unique()
->values()
->all();
$this->getRecord()->accounts()->sync($accountIds);
$this->commitDatabaseTransaction();
} catch (Exception $exception) {
$this->rollBackDatabaseTransaction();

View File

@@ -54,7 +54,7 @@ class SaleResource extends Resource
->live(),
TextInput::make('current_series')
->label('Series')
->disabled(),
->readOnly(),
DatePicker::make('happened_on')->label('Date')
->required()
->afterStateUpdated(function ($set, $get) {
@@ -220,17 +220,10 @@ class SaleResource extends Resource
{
return $table
->columns([
TextColumn::make('id')->label('ID')->sortable(),
TextColumn::make('client.name')->label('Client')->sortable(),
TextColumn::make('branch.name')->label('Branch')->sortable(),
TextColumn::make('branch.code')->label('Branch')->sortable(),
TextColumn::make('reference_number')->label('Reference Number')->sortable(),
TextColumn::make('happened_on')->label('Date')->date()->sortable(),
TextColumn::make('gross_amount')->label('Gross Amount')->numeric()->sortable(),
TextColumn::make('exempt')->label('Exempt')->numeric()->sortable(),
TextColumn::make('vatable_amount')->label('Vatable Amount')->numeric()->sortable(),
TextColumn::make('output_tax')->label('Output Tax')->numeric()->sortable(),
TextColumn::make('payable_withholding_tax')->label('Payable Withholding Tax')->numeric()->sortable(),
TextColumn::make('discount')->label('Discount')->numeric()->sortable(),
TextColumn::make('net_amount')->label('Net Amount')->numeric()->sortable(),
TextColumn::make('user.name')->label('Created By')->sortable(),
])
->filters([
//

View File

@@ -9,6 +9,7 @@ use App\Filament\Resources\SaleResource;
use App\Models\Branch;
use App\Models\Client;
use App\Models\Sale;
use App\Services\Sales\SaleService;
use Filament\Resources\Pages\CreateRecord;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Support\Arr;
@@ -65,6 +66,16 @@ class CreateSale extends CreateRecord
public function getFormDataMutation(array $data): array
{
$transactions = $data['transactions'] ?? [];
$data['gross_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['gross_amount'] ?? 0));
$data['exempt'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['exempt'] ?? 0));
$data['vatable_amount'] = collect($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));
return Arr::except($data, ['client', 'transactions', 'with_discount']);
}
@@ -72,7 +83,7 @@ class CreateSale extends CreateRecord
{
try {
DB::beginTransaction();
$record = Sale::create($data);
$record = app(SaleService::class)->create($this->getFormDataMutation($data));
$branch = $record->branch;
foreach ($transactions as $transaction) {
@@ -90,6 +101,16 @@ class CreateSale extends CreateRecord
]
)->thenReturn();
}
$accountIds = collect($transactions)
->pluck('account_id')
->filter()
->unique()
->values()
->all();
$record->accounts()->sync($accountIds);
DB::commit();
} catch (\Exception $exception) {
DB::rollBack();

View File

@@ -36,6 +36,16 @@ class EditSale extends EditRecord
public function getFormDataMutation(array $data): array
{
$transactions = $data['transactions'] ?? [];
$data['gross_amount'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['gross_amount'] ?? 0));
$data['exempt'] = collect($transactions)->sum(fn (array $transaction) => (float) ($transaction['exempt'] ?? 0));
$data['vatable_amount'] = collect($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));
return Arr::except($data, ['client', 'transactions', 'with_discount']);
}
@@ -71,6 +81,16 @@ class EditSale extends EditRecord
]
)->thenReturn();
}
$accountIds = collect($transactions)
->pluck('account_id')
->filter()
->unique()
->values()
->all();
$record->accounts()->sync($accountIds);
DB::commit();
} catch (\Exception $exception) {
DB::rollBack();