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

app/Actions/Balances/CreateBalanceAction.php

@@ -15,7 +15,7 @@ class CreateBalanceAction extends BaseAction
 
     public function __invoke(Data $payload, Closure $next)
     {
-        $this->createBalanceCommand->execute($payload->balanceDTO->except('amount')->toArray());
+        $this->createBalanceCommand->execute($payload->balanceDTO->except('amount', 'type')->toArray());
 
         return $next($payload);
     }

app/Actions/Transactions/CreateTransactionAction.php

@@ -71,15 +71,21 @@ class CreateTransactionAction extends BaseAction
     {
         $accountName = $isExpense ? 'Input Tax' : 'Output Tax';
         $type = $isExpense ? 'debit' : 'credit';
+        $clientId = $payload->transactionable->branch->client_id;
 
-        $taxAccount = Account::query()->where('account', $accountName)->whereHas('balances', function ($balance) use ($payload) {
+        $taxAccount = Account::query()
-            return $balance->where('branch_id', $payload->transactionable->branch_id);
+            ->where('account', $accountName)
-        })->first();
+            ->where('client_id', $clientId)
+            ->first();
 
-        if ($taxAccount) {
+        $amount = $isExpense 
+            ? ($payload->transactionable->input_tax ?? 0.00) 
+            : ($payload->transactionable->output_tax ?? 0.00);
+
+        if ($taxAccount && $amount > 0) {
             $ledgerPayload = new CreateLedgerDTO(
                 branch_id: $payload->transactionable->branch_id,
-                amount: $payload->transactionable->input_tax ?? 0.00, // Assuming input_tax holds the tax amount for both? Or output_tax?
+                amount: $amount,
                 transaction: $payload->transaction,
                 account: $taxAccount,
                 type: $type,
@@ -93,15 +99,19 @@ class CreateTransactionAction extends BaseAction
         $isExpense = $payload->transactionable instanceof \App\Models\Expense;
         $accountName = $isExpense ? 'Payable Withholding Tax' : 'Creditable Withholding Tax';
         $type = $isExpense ? 'credit' : 'debit';
+        $clientId = $payload->transactionable->branch->client_id;
 
-        $withholdingAccount = Account::query()->where('account', $accountName)->whereHas('balances', function ($balance) use ($payload) {
+        $withholdingAccount = Account::query()
-            return $balance->where('branch_id', $payload->transactionable->branch_id);
+            ->where('account', $accountName)
-        })->first();
+            ->where('client_id', $clientId)
+            ->first();
 
-        if ($withholdingAccount) {
+        $amount = $payload->transaction->payable_withholding_tax ?? 0.00;
+
+        if ($withholdingAccount && $amount > 0) {
             $ledgerPayload = new CreateLedgerDTO(
                 branch_id: $payload->transactionable->branch_id,
-                amount: $payload->transaction->payable_withholding_tax ?? 0.00,
+                amount: $amount,
                 transaction: $payload->transaction,
                 account: $withholdingAccount,
                 type: $type,
@@ -116,12 +126,14 @@ class CreateTransactionAction extends BaseAction
         $type = $isExpense ? 'credit' : 'debit';
         $wht = $isExpense ? ($payload->transaction->payable_withholding_tax ?? 0) : ($payload->transaction->creditable_withholding_tax ?? 0);
         $amount = ($payload->transaction->gross_amount ?? 0) - $wht;
+        $clientId = $payload->transactionable->branch->client_id;
 
-        $cashAccount = Account::query()->where('account', 'Cash')->whereHas('balances', function ($balance) use ($payload) {
+        $cashAccount = Account::query()
-            return $balance->where('branch_id', $payload->transactionable->branch_id);
+            ->where('account', 'Cash')
-        })->first();
+            ->where('client_id', $clientId)
+            ->first();
 
-        if ($cashAccount) {
+        if ($cashAccount && $amount > 0) {
             $ledgerPayload = new CreateLedgerDTO(
                 branch_id: $payload->transactionable->branch_id,
                 amount: $amount, 

app/Filament/Resources/ClientResource/RelationManagers/AccountsRelationManager.php

@@ -37,7 +37,7 @@ class AccountsRelationManager extends RelationManager
             ->columns([
                 Tables\Columns\TextColumn::make('account')->description(fn (Account $record): string => $record->description ?? ''),
                 Tables\Columns\TextColumn::make('accountType.type'),
-                Tables\Columns\TextColumn::make('accountType.normal_balance'),
+                Tables\Columns\TextColumn::make('accountType.normal_balance')->label('Normal Balance'),
             ])
             ->filters([
                 //

app/Filament/Resources/ClientResource/RelationManagers/ExpensesRelationManager.php

@@ -2,30 +2,13 @@
 
 namespace App\Filament\Resources\ClientResource\RelationManagers;
 
-use App\Actions\Transactions\CreateTransactionAction;
+use App\Filament\Resources\ExpenseResource;
-use App\DataObjects\CreateTransactionDTO;
+use App\Models\Expense;
-use App\Models\Account;
-use App\Models\Branch;
-use App\Models\Client;
-use Awcodes\TableRepeater\Components\TableRepeater;
-use Awcodes\TableRepeater\Header;
-use Filament\Forms;
-use Filament\Forms\Components\DatePicker;
-use Filament\Forms\Components\Hidden;
-use Filament\Forms\Components\Select;
-use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
-use Filament\Forms\Get;
-use Filament\Forms\Set;
 use Filament\Resources\RelationManagers\RelationManager;
 use Filament\Tables;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Table;
-use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
-use Illuminate\Support\Arr;
-use Illuminate\Support\Collection;
-use Illuminate\Support\Facades\Pipeline;
 
 class ExpensesRelationManager extends RelationManager
 {
@@ -36,155 +19,7 @@ class ExpensesRelationManager extends RelationManager
     public function form(Form $form): Form
     {
         return $form
-            ->schema([
+            ->schema([]);
-                Select::make('branch_id')
-                    ->relationship('branch', 'code', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
-                    ->afterStateUpdated(function ($set, $get) {
-                        $set('voucher_number', static::getVoucherNumber($get));
-                        $set('transactions.*.branch_id', $get('branch_id'));
-                    })
-                    ->required()
-                    ->live(),
-                TextInput::make('supplier')->label('Supplier Name')->required(),
-                TextInput::make('reference_number')->label('Reference Number'),
-                TextInput::make('voucher_number')->label('Voucher Number')
-                    ->default(fn ($get) => static::getVoucherNumber($get))
-                    ->readOnly(),
-                DatePicker::make('happened_on')->label('Date')
-                    ->required()
-                    ->afterStateUpdated(function ($set, $get) {
-                        $set('transactions.*.happened_on', $get('happened_on'));
-                    })
-                    ->live()
-                    ->native(false),
-
-                TableRepeater::make('transactions')
-                    ->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
-                    ->relationship('transactions')
-                    ->schema(fn (Get $get): array => $this->getTransactionTableFormSchema($get))
-                    ->visible(fn (Get $get) => $get('branch_id') != null)
-                    ->columnSpan('full'),
-            ]);
-    }
-
-    public static function getVoucherNumber(Get $get): string
-    {
-        $branch = Branch::find($get('branch_id'));
-
-        if ($branch) {
-            return GenerateVoucher::execute($branch);
-        }
-
-        return '';
-    }
-
-    private static function getTransactionTableHeader(Get $get): array
-    {
-        return [
-            Header::make('Charge Account'),
-            Header::make('Description'),
-            Header::make('Gross Amount'),
-            Header::make('Exempt'),
-            Header::make('Zero Rated'),
-            Header::make('Vatable Amount'),
-            Header::make('Input Tax'),
-            Header::make('Withholding Tax'),
-            Header::make('Net Amount'),
-        ];
-    }
-
-    private function getTransactionTableFormSchema(Get $get): array
-    {
-        return [
-            Select::make('account_id')->options(fn ($get) => $this->getAccountOptions($get)),
-            TextInput::make('description')->label('Description'),
-            Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
-            TextInput::make('gross_amount')
-                ->numeric()
-                ->live(false, 500)
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('exempt')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('zero_rated')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('vatable_amount')
-                ->numeric()
-                ->nullable()
-                ->live()
-                ->readOnly()
-                ->default(0),
-            Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
-            TextInput::make('input_tax')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('payable_withholding_tax')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('net_amount')->numeric()->default(0),
-        ];
-    }
-
-    private function getAccountOptions(Get $get): Collection
-    {
-        $query = Account::query();
-
-        $query->where([
-            'client_id' => $this->getOwnerRecord()->id,
-        ]);
-
-        if ($get('../../branch_id')) {
-            $query->whereHas('balances', function ($query) use ($get) {
-                return $query->where('branch_id', $get('../../branch_id'));
-            });
-        }
-
-        $query->whereHas('accountType', function ($query) {
-            return $query->where('type', 'Expenses');
-        });
-
-        return $query->get()->pluck('account', 'id');
-    }
-
-    private function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state): void
-    {
-        $exempt = (float) $get('exempt');
-        $withHoldingTax = (float) $get('payable_withholding_tax');
-        $vatableSales = $get('gross_amount');
-        $vatableAmount = 0;
-        if ($vatableSales) {
-            $vatableAmount = $vatableSales / 1.12;
-        }
-
-        $inputTax = $vatableAmount * 0.12;
-
-        $netAmount = (int) $vatableSales - $get('payable_withholding_tax');
-
-        if ($this->getOwnerRecord()->vatable) {
-            $netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
-        }
-
-        $set('input_tax', number_format($inputTax, 2, '.', ''));
-        $set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
-        $set('net_amount', number_format($netAmount, 2, '.', ''));
     }
 
     public function table(Table $table): Table
@@ -203,40 +38,11 @@ class ExpensesRelationManager extends RelationManager
             ])
             ->headerActions([
                 Tables\Actions\CreateAction::make()
-                    ->using(function (array $data, string $model) {
+                    ->url(fn () => ExpenseResource::getUrl('create', ['client_id' => $this->getOwnerRecord()->id])),
-                        $transactions = $data['transactions'] ?? [];
-                        $data = Arr::except($data, ['transactions']);
-                        
-                        $record = $model::create($data);
-
-                        try {
-                            $branch = $record->branch;
-                
-                            foreach ($transactions as $transaction) {
-                
-                                $tData = [
-                                    'branch_id' => $branch->id,
-                                    'happened_on' => $record->happened_on,
-                                    ...$transaction,
-                                ];
-                
-                                $payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
-                
-                                Pipeline::send(passable: $payload)->through(
-                                    [
-                                        CreateTransactionAction::class,
-                                    ]
-                                )->thenReturn();
-                            }
-                        } catch (\Exception $exception) {
-                            throw new \Exception('Failed to save transactions : '.$exception->getMessage());
-                        }
-
-                        return $record;
-                    }),
             ])
             ->actions([
-                Tables\Actions\EditAction::make(),
+                Tables\Actions\EditAction::make()
+                    ->url(fn (Expense $record) => ExpenseResource::getUrl('edit', ['record' => $record])),
                 Tables\Actions\DeleteAction::make(),
             ])
             ->bulkActions([

app/Filament/Resources/ClientResource/RelationManagers/JournalsRelationManager.php

@@ -35,7 +35,7 @@ class JournalsRelationManager extends RelationManager
             ->schema([
                 Select::make('branch_id')
                     ->label('Branch')
-                    ->options(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->pluck('name', 'id'))
+                    ->options(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->pluck('code', 'id'))
                     ->required()
                     ->default(fn () => Branch::where('client_id', $this->getOwnerRecord()->id)->first()?->id),
                 

app/Filament/Resources/ClientResource/RelationManagers/SalesRelationManager.php

@@ -2,31 +2,14 @@
 
 namespace App\Filament\Resources\ClientResource\RelationManagers;
 
-use App\Actions\Transactions\CreateTransactionAction;
+use App\Filament\Resources\SaleResource;
-use App\DataObjects\CreateTransactionDTO;
+use App\Models\Sale;
-use Illuminate\Support\Facades\Pipeline;
-use App\Models\Account;
-use App\Models\Branch;
-use App\Models\Client;
-use Awcodes\TableRepeater\Components\TableRepeater;
-use Awcodes\TableRepeater\Header;
 use Filament\Forms;
-use Filament\Forms\Components\Checkbox;
-use Filament\Forms\Components\DatePicker;
-use Filament\Forms\Components\Hidden;
-use Filament\Forms\Components\Select;
-use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
-use Filament\Forms\Get;
-use Filament\Forms\Set;
 use Filament\Resources\RelationManagers\RelationManager;
 use Filament\Tables;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Table;
-use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
-use Illuminate\Support\Arr;
-use Illuminate\Support\Collection;
 
 class SalesRelationManager extends RelationManager
 {
@@ -36,178 +19,7 @@ class SalesRelationManager extends RelationManager
 
     public function form(Form $form): Form
     {
-        return $form
+        return $form->schema([]);
-            ->schema([
-                Select::make('branch_id')
-                    ->relationship('branch', 'code', fn (Builder $query) => $query->where('client_id', $this->getOwnerRecord()->id))
-                    ->required()
-                    ->afterStateUpdated(function ($set, $get) {
-                        $set('current_series', static::getSeries($get));
-                        $set('transactions.*.branch_id', $get('branch_id'));
-                    })
-                    ->live(),
-                TextInput::make('current_series')
-                    ->label('Series')
-                    ->disabled(),
-                DatePicker::make('happened_on')->label('Date')
-                    ->required()
-                    ->afterStateUpdated(function ($set, $get) {
-                        $set('transactions.*.happened_on', $get('happened_on'));
-                    })
-                    ->native(false),
-                Checkbox::make('with_discount')->label('With Discount?')->default(false)->live(),
-
-                TableRepeater::make('transactions')
-                    ->headers(fn (Get $get): array => static::getTransactionTableHeader($get))
-                    ->relationship('transactions')
-                    ->schema(fn (Get $get): array => $this->getTransactionTableFormSchema($get))
-                    ->visible(fn (Get $get) => $get('branch_id') != null)
-                    ->columnSpan('full'),
-            ]);
-    }
-
-    public static function getSeries(Get $get): string
-    {
-        $branch = Branch::find($get('branch_id'));
-
-        if ($branch) {
-            $currentSeries = $branch->current_series;
-
-            return str_pad($currentSeries + 1, 6, '0', STR_PAD_LEFT);
-        }
-
-        return '';
-
-    }
-
-    private static function getTransactionTableHeader(Get $get): array
-    {
-        if ($get('with_discount')) {
-            return [
-                Header::make('Charge Account'),
-                Header::make('Description'),
-                Header::make('Gross Amount'),
-                Header::make('Exempt'),
-                Header::make('Vatable Amount'),
-                Header::make('Output Tax'),
-                Header::make('Withholding Tax'),
-                Header::make('Discount'),
-                Header::make('Net Amount'),
-            ];
-        }
-
-        return [
-            Header::make('Charge Account'),
-            Header::make('Description'),
-            Header::make('Gross Amount'),
-            Header::make('Exempt'),
-            Header::make('Vatable Amount'),
-            Header::make('Output Tax'),
-            Header::make('Withholding Tax'),
-            Header::make('Net Amount'),
-        ];
-    }
-
-    private function getTransactionTableFormSchema(Get $get): array
-    {
-        return [
-            Select::make('account_id')->options(fn ($get) => $this->getAccountOptions($get)),
-            TextInput::make('description')->label('Description'),
-            Hidden::make('branch_id')->default(fn (Get $get) => $get('../../branch_id')),
-            TextInput::make('gross_amount')
-                ->numeric()
-                ->live(false, 500)
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('exempt')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('vatable_amount')
-                ->numeric()
-                ->nullable()
-                ->live()
-                ->readOnly()
-                ->default(0),
-            Hidden::make('happened_on')->default(fn (Get $get) => $get('../../happened_on')),
-            Hidden::make('with_discount')->default(fn (Get $get) => $get('../../with_discount')),
-            TextInput::make('output_tax')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('payable_withholding_tax')
-                ->numeric()
-                ->live()
-                ->afterStateUpdated(function (Get $get, Set $set, ?string $old, ?string $state) {
-
-                    $this->setDefaultFormValues($get, $set, $old, $state);
-                })->default(0),
-            TextInput::make('discount')
-                ->numeric()
-                ->readOnly()
-                ->visible(fn (Get $get) => $get('../../with_discount'))
-                ->live(),
-            TextInput::make('net_amount')->numeric()->default(0),
-        ];
-    }
-
-    private function getAccountOptions($get)
-    {
-        $query = Account::query();
-
-        $query->where([
-            'client_id' => $this->getOwnerRecord()->id,
-        ]);
-
-        if ($get('../../branch_id')) {
-            $query->whereHas('balances', function ($query) use ($get) {
-                return $query->where('branch_id', $get('../../branch_id'));
-            });
-        }
-
-        $query->whereHas('accountType', function ($query) {
-            return $query->where('type', 'Revenue');
-        });
-
-        return $query->get()->pluck('account', 'id');
-    }
-
-    private function setDefaultFormValues(Get $get, Set $set, ?string $old, ?string $state)
-    {
-        $exempt = (float) $get('exempt');
-        $withHoldingTax = (float) $get('payable_withholding_tax');
-        $vatableSales = $get('gross_amount');
-        $vatableAmount = 0;
-        if ($vatableSales) {
-            $vatableAmount = $vatableSales / 1.12;
-        }
-
-        $discount = $exempt * .20;
-        $outputTax = $vatableAmount * 0.12;
-
-        //default net amount
-        $netAmount = (int) $vatableSales - $get('payable_withholding_tax');
-
-        //net amount if vatable
-        if ($this->getOwnerRecord()->vatable) {
-            $netAmount = ($vatableAmount + $exempt) - $withHoldingTax;
-        }
-
-        //if discounted
-        if ($get('../../with_discount')) {
-            $netAmount = $netAmount - $discount;
-        }
-
-        $set('output_tax', number_format($outputTax, 2, '.', ''));
-        $set('discount', number_format($discount, 2, '.', ''));
-        $set('vatable_amount', number_format($vatableAmount, 2, '.', ''));
-        $set('net_amount', number_format($netAmount, 2, '.', ''));
     }
 
     public function table(Table $table): Table
@@ -231,39 +43,11 @@ class SalesRelationManager extends RelationManager
             ])
             ->headerActions([
                 Tables\Actions\CreateAction::make()
-                    ->using(function (array $data, string $model) {
+                    ->url(fn () => SaleResource::getUrl('create', ['client_id' => $this->getOwnerRecord()->id])),
-                        $transactions = $data['transactions'] ?? [];
-                        $data = Arr::except($data, ['transactions']);
-                        
-                        $record = $model::create($data);
-
-                        try {
-                            $branch = $record->branch;
-                
-                            foreach ($transactions as $transaction) {
-                                $tData = [
-                                    'branch_id' => $branch->id,
-                                    'happened_on' => $record->happened_on,
-                                    ...$transaction,
-                                ];
-                
-                                $payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
-                
-                                Pipeline::send(passable: $payload)->through(
-                                    [
-                                        CreateTransactionAction::class,
-                                    ]
-                                )->thenReturn();
-                            }
-                        } catch (\Exception $exception) {
-                            throw new \Exception('Failed to save transactions : '.$exception->getMessage());
-                        }
-
-                        return $record;
-                    }),
             ])
             ->actions([
-                Tables\Actions\EditAction::make(),
+                Tables\Actions\EditAction::make()
+                    ->url(fn (Sale $record) => SaleResource::getUrl('edit', ['record' => $record])),
                 Tables\Actions\DeleteAction::make(),
             ])
             ->bulkActions([

app/Filament/Resources/ExpenseResource.php

@@ -43,6 +43,7 @@ class ExpenseResource extends Resource
     {
         return [
             Select::make('client')
+                ->default(request()->query('client_id'))
                 ->options(Client::query()->get()->pluck('company', 'id'))
                 ->afterStateUpdated(function ($set, $get) {
                     $set('branch_id', '');

app/Filament/Resources/ExpenseResource/Pages/CreateExpense.php

@@ -28,7 +28,7 @@ class CreateExpense extends CreateRecord
 
     protected function afterCreate(): void
     {
-        $transactions = Arr::only($this->form->getState(), ['transactions']);
+        $transactions = $this->form->getState()['transactions'] ?? [];
 
         try {
             $branch = $this->getRecord()->branch;
@@ -38,7 +38,7 @@ class CreateExpense extends CreateRecord
                 $data = [
                     'branch_id' => $branch->id,
                     'happened_on' => $this->getRecord()->happened_on,
-                    ...Arr::first($transaction),
+                    ...$transaction,
                 ];
 
                 $payload = new CreateTransactionDTO(data: $data, transactionable: $this->getRecord());

app/Filament/Resources/SaleResource.php

@@ -35,6 +35,7 @@ class SaleResource extends Resource
         return $form
             ->schema([
                 Select::make('client')
+                    ->default(request()->query('client_id'))
                     ->options(Client::query()->get()->pluck('company', 'id'))
                     ->afterStateUpdated(function ($set, $get) {
                         $set('branch_id', '');

app/Filament/Resources/SaleResource/Pages/CreateSale.php

@@ -2,10 +2,16 @@
 
 namespace App\Filament\Resources\SaleResource\Pages;
 
+use App\Actions\Transactions\CreateTransactionAction;
+use App\DataObjects\CreateTransactionDTO;
 use App\Filament\Resources\SaleResource;
 use App\Models\Branch;
+use App\Models\Sale;
 use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Pipeline;
 
 class CreateSale extends CreateRecord
 {
@@ -16,11 +22,48 @@ class CreateSale extends CreateRecord
         return $this->getFormDataMutation($data);
     }
 
+    protected function handleRecordCreation(array $data): Model
+    {
+        $transactions = $this->data['transactions'] ?? [];
+        return $this->processCreate($data, $transactions);
+    }
+
     public function getFormDataMutation(array $data): array
     {
         return Arr::except($data, ['client', 'transactions', 'with_discount']);
     }
 
+    public function processCreate(array $data, array $transactions): Model
+    {
+        try {
+            DB::beginTransaction();
+            $record = Sale::create($data);
+            $branch = $record->branch;
+
+            foreach ($transactions as $transaction) {
+                $tData = [
+                    'branch_id' => $branch->id,
+                    'happened_on' => $record->happened_on,
+                    ...$transaction,
+                ];
+
+                $payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
+
+                Pipeline::send(passable: $payload)->through(
+                    [
+                        CreateTransactionAction::class,
+                    ]
+                )->thenReturn();
+            }
+            DB::commit();
+        } catch (\Exception $exception) {
+            DB::rollBack();
+            throw new \Exception('Failed to save transactions : '.$exception->getMessage());
+        }
+
+        return $record;
+    }
+
     protected function afterCreate(): void
     {
         $branch = Branch::find($this->data['branch_id']);

app/Filament/Resources/SaleResource/Pages/EditSale.php

@@ -2,9 +2,15 @@
 
 namespace App\Filament\Resources\SaleResource\Pages;
 
+use App\Actions\Transactions\CreateTransactionAction;
+use App\DataObjects\CreateTransactionDTO;
 use App\Filament\Resources\SaleResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Pipeline;
 
 class EditSale extends EditRecord
 {
@@ -16,4 +22,61 @@ class EditSale extends EditRecord
             Actions\DeleteAction::make(),
         ];
     }
+
+    protected function mutateFormDataBeforeSave(array $data): array
+    {
+        return $this->getFormDataMutation($data);
+    }
+
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        $transactions = $this->data['transactions'] ?? [];
+        return $this->processUpdate($record, $data, $transactions);
+    }
+
+    public function getFormDataMutation(array $data): array
+    {
+        return Arr::except($data, ['client', 'transactions', 'with_discount']);
+    }
+
+    public function processUpdate(Model $record, array $data, array $transactions): Model
+    {
+        try {
+            DB::beginTransaction();
+            $record->update($data);
+            $branch = $record->branch;
+
+            // Delete existing transactions and their related ledgers/balances
+            $record->transactions->each(function ($transaction) {
+                $transaction->ledgers->each(function ($ledger) {
+                    $ledger->balances()->delete();
+                    $ledger->delete();
+                });
+                $transaction->delete();
+            });
+
+            // Create new transactions
+            foreach ($transactions as $transaction) {
+                $tData = [
+                    'branch_id' => $branch->id,
+                    'happened_on' => $record->happened_on,
+                    ...$transaction,
+                ];
+
+                $payload = new CreateTransactionDTO(data: $tData, transactionable: $record);
+
+                Pipeline::send(passable: $payload)->through(
+                    [
+                        CreateTransactionAction::class,
+                    ]
+                )->thenReturn();
+            }
+            DB::commit();
+        } catch (\Exception $exception) {
+            DB::rollBack();
+            throw new \Exception('Failed to save transactions : '.$exception->getMessage());
+        }
+
+        return $record;
+    }
 }

app/Models/Client.php

@@ -73,4 +73,9 @@ class Client extends Model
     {
         return $this->hasManyThrough(Expense::class, Branch::class);
     }
+
+    public function journals(): HasManyThrough
+    {
+        return $this->hasManyThrough(Journal::class, Branch::class);
+    }
 }

app/Models/Expense.php

@@ -25,6 +25,20 @@ class Expense extends Model
         return $this->morphMany(Transaction::class, 'transactionable');
     }
 
+    protected static function booted()
+    {
+        static::deleting(function ($expense) {
+            $expense->transactions->each(function ($transaction) {
+                // Delete associated ledgers first to trigger any ledger deletion logic if exists
+                $transaction->ledgers->each(function ($ledger) {
+                    $ledger->balances()->delete(); // Delete balances associated with ledger
+                    $ledger->delete();
+                });
+                $transaction->delete();
+            });
+        });
+    }
+
     public function branch(): BelongsTo
     {
         return $this->belongsTo(Branch::class);

app/Models/Sale.php

@@ -25,6 +25,20 @@ class Sale extends Model
         return $this->morphMany(Transaction::class, 'transactionable');
     }
 
+    protected static function booted()
+    {
+        static::deleting(function ($sale) {
+            $sale->transactions->each(function ($transaction) {
+                // Delete associated ledgers first to trigger any ledger deletion logic if exists
+                $transaction->ledgers->each(function ($ledger) {
+                    $ledger->balances()->delete(); // Delete balances associated with ledger
+                    $ledger->delete();
+                });
+                $transaction->delete();
+            });
+        });
+    }
+
     public function branch(): BelongsTo
     {
         return $this->belongsTo(Branch::class);