Commit Graph

8 Commits

Author SHA1 Message Date
Jp
f5c8ec04ad 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
2026-02-15 18:57:18 +08:00
Jp
fbc01bf1a4 feat(client): add client context to sales and expenses creation
- Disable branch selection in sale form when creating from client context
- Pass client ID to create pages via URL parameter
- Update breadcrumbs to reflect client navigation path
- Simplify relation managers by reusing resource tables and adding custom create actions
2026-02-15 17:43:33 +08:00
Jp
ff07f6f810 fix: remove debug statement from account options query
The dd() statement was accidentally left in production code, causing debug output to be displayed. This removes it to ensure proper functionality.
2026-02-14 14:14:33 +08:00
Jp
2bd8e99f64 fix: remove branch filter and add debug output for revenue accounts
The branch filter was incorrectly limiting available revenue accounts in certain scenarios. Temporarily added debug output to investigate account query results.
2026-02-14 14:13:24 +08:00
Jp
0131193b8d refactor: streamline sales and expenses management in client resource
- Move create/edit logic from relation managers to dedicated resource pages
- Add transaction handling with proper rollback in sale create/update
- Fix expense transaction creation by using correct array access
- Set default client from query parameter in sale/expense forms
- Exclude 'type' field from balance creation to prevent errors
2026-02-10 15:05:36 +08:00
Jp
207f4c1609 feat(client): add financial reports and ledger management
- Add trial balance and general ledger pages to client resource with interactive tables
- Implement sales and expenses relation managers for client-specific transactions
- Enhance transaction handling with proper tax and withholding calculations
- Add date casting to Transaction model and define client relationships
- Configure super admin role bypass in AppServiceProvider
- Update Filament components and fix JavaScript formatting issues
2026-02-09 16:20:55 +08:00
JP
92178271e4 feat: updates on sales 2024-11-18 16:36:37 +08:00
JP
52431a2c61 feat: updates 2024-08-11 20:03:49 +08:00