Commit Graph

10 Commits

Author SHA1 Message Date
Jp
5d427cdea4 feat: add discount management and PDF export for transmittals
- Create Discount model, migration, and Filament resource with relation to Client
- Add PDF export functionality for transmittals using DomPDF
- Include discount type selection in sales transactions
- Fix account filtering logic in expense resource
- Update export job to generate PDF instead of Excel
2026-02-18 01:42:44 +08:00
Jp
8c6fa6cb08 refactor(client): extract base account generation to command
Move the logic for generating base accounts for a new client from the ClientObserver into a dedicated command class (GenerateBaseAccountCommand). This improves code organization and reusability.

- The command is now used in the ClientObserver::created method.
- The command is also made available as a manual action in the AccountsRelationManager table header, allowing admins to generate base accounts for existing clients that lack them.
- Added necessary imports to the CreateSale page, though the command is not directly used there in this diff, suggesting preparatory work for future integration.
2026-02-16 02:02:26 +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
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
1548e178bc feat(client): add journals relation and improve transaction ledger handling
- Add journals relation to Client model via Branch
- Update branch selection in JournalsRelationManager to use code instead of name
- Improve tax, withholding, and cash account ledger queries by adding client_id filter and amount checks
- Add missing import for GenerateVoucher command in ExpensesRelationManager
- Label 'Normal Balance' column in AccountsRelationManager
2026-02-09 22:16:10 +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
06a2035cc8 feat: updates on expenses 2024-10-31 00:53:13 +08:00
JP
3af7207ec3 feat: updates 2024-08-15 20:11:21 +08:00
JP
52431a2c61 feat: updates 2024-08-11 20:03:49 +08:00
JP
140e821e0c feat: initial commit 2024-08-05 08:04:35 +08:00