- Add new TransmittalPDFExportJob to generate PDFs using dompdf
- Remove old Excel export implementation (TransmittalsExport)
- Update ExportCompleteJob to use new PDF job instead of Excel
- Add TestQueueJob for queue testing with new route
- Update notification label from "Download File" to "Download PDF File"
- Fix auth() helper usage by importing Auth facade consistently
- Add discount_type column to transactions table via migration
- Update Sale model to use fillable instead of guarded for better security
- Implement discount account ledger creation when discount is applied
- Fix net amount calculation to include discount in CreateSaleAction
- Remove unused "Exempt" column from sale transaction table
- Make discount_type required when discount is enabled in form
- Update form data mutation to properly handle discount calculations
- 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
When a client is associated with the sale, redirect to the client's view page with the sales relation manager active instead of the default list page. This improves the user workflow by keeping the context focused on the client.
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.
- 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.
- Install Horizon package and configure with default settings
- Add HorizonServiceProvider with access gate for super_admin role only
- Integrate Horizon dashboard link into Filament admin panel navigation
- Update composer dependencies including Horizon and related package updates
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.
Add FilamentUser interface to allow access control within Filament admin panel. The canAccessPanel method currently returns true for all users, providing a foundation for future permission-based access restrictions.
Previously HTTPS was only enforced in production, which could lead to insecure URLs in other environments like staging. This change ensures consistent URL generation across all environments.
Add URL::forceScheme('https') in AppServiceProvider to ensure all generated URLs use HTTPS when the application is in production. This improves security by enforcing secure connections.
Update foreign key constraints on accounts and transmittals tables to cascade deletions, ensuring data integrity when referenced clients or branches are removed. The down migrations revert to the previous behavior.
- 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
Ensure data integrity by cleaning up dependent records when deleting Sale or Expense models. This prevents orphaned transactions and ledgers in the database.
- 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
