- Introduce CreateRecordTransactionsAction to handle transaction creation for any model
- Introduce SyncAccountsAction to encapsulate account synchronization logic
- Refactor CreateSaleAction to use new actions and handle full sale creation flow
- Simplify CreateExpense and CreateSale pages by delegating to actions
- Ensure proper transaction handling with database rollback on failure
- Replace SaleService with CreateSaleCommand and CreateSaleAction for better separation of concerns
- Move sale creation logic into dedicated command class following command pattern
- Update CreateSale.php to use new action instead of direct service call
- Wrap sale creation in database transaction for data consistency
- 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
- 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
The branch filter was incorrectly limiting available revenue accounts in certain scenarios. Temporarily added debug output to investigate account query results.
Implement wildcard search on transmittal series, notes, and files to improve user experience when filtering records. Also extend search capabilities to client company and branch code fields for more comprehensive filtering.
- 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
- 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
- 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
