wip budgets

app/Enums/Accounting/BudgetIntervalType.php

@@ -0,0 +1,46 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use App\Enums\Concerns\ParsesEnum;
+use Filament\Support\Contracts\HasLabel;
+
+enum BudgetIntervalType: string implements HasLabel
+{
+    use ParsesEnum;
+
+    case Week = 'week';
+    case Month = 'month';
+    case Quarter = 'quarter';
+    case Year = 'year';
+
+    public function getLabel(): ?string
+    {
+        return match ($this) {
+            self::Week => 'Weekly',
+            self::Month => 'Monthly',
+            self::Quarter => 'Quarterly',
+            self::Year => 'Yearly',
+        };
+    }
+
+    public function isWeek(): bool
+    {
+        return $this === self::Week;
+    }
+
+    public function isMonth(): bool
+    {
+        return $this === self::Month;
+    }
+
+    public function isQuarter(): bool
+    {
+        return $this === self::Quarter;
+    }
+
+    public function isYear(): bool
+    {
+        return $this === self::Year;
+    }
+}

app/Filament/Company/Resources/Accounting/BudgetResource.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Company\Resources\Accounting;
 
+use App\Enums\Accounting\BudgetIntervalType;
 use App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 use App\Filament\Forms\Components\CustomSection;
 use App\Models\Accounting\Account;
@@ -31,14 +32,8 @@ class BudgetResource extends Resource
                             ->maxLength(255),
                         Forms\Components\Select::make('interval_type')
                             ->label('Budget Interval')
-                            ->options([
-                                'day' => 'Daily',
-                                'week' => 'Weekly',
-                                'month' => 'Monthly',
-                                'quarter' => 'Quarterly',
-                                'year' => 'Yearly',
-                            ])
-                            ->default('month')
+                            ->options(BudgetIntervalType::class)
+                            ->default(BudgetIntervalType::Month->value)
                             ->required()
                             ->live(),
                         Forms\Components\DatePicker::make('start_date')
@@ -75,7 +70,7 @@ class BudgetResource extends Resource
                                             ->label('Disperse')
                                             ->icon('heroicon-m-bars-arrow-down')
                                             ->color('primary')
-                                            ->action(fn (Forms\Set $set, Forms\Get $get, $state) => self::disperseTotalAmount($set, $get, $state))
+                                            ->action(static fn (Forms\Set $set, Forms\Get $get, $state) => self::disperseTotalAmount($set, $get, $state))
                                     ),
 
                                 CustomSection::make('Budget Allocations')
@@ -100,8 +95,7 @@ class BudgetResource extends Resource
                 Tables\Columns\TextColumn::make('interval_type')
                     ->label('Interval')
                     ->sortable()
-                    ->badge()
-                    ->formatStateUsing(fn (string $state) => ucfirst($state)),
+                    ->badge(),
 
                 Tables\Columns\TextColumn::make('start_date')
                     ->label('Start Date')
@@ -118,7 +112,7 @@ class BudgetResource extends Resource
                     ->money()
                     ->sortable()
                     ->alignEnd()
-                    ->formatStateUsing(fn (Budget $record) => $record->budgetItems->sum(fn ($item) => $item->allocations->sum('amount'))),
+                    ->getStateUsing(fn (Budget $record) => $record->budgetItems->sum(fn ($item) => $item->allocations->sum('amount'))),
             ])
             ->filters([
                 //
@@ -175,20 +169,23 @@ class BudgetResource extends Resource
     {
         $start = Carbon::parse($startDate);
         $end = Carbon::parse($endDate);
+        $intervalTypeEnum = BudgetIntervalType::parse($intervalType);
         $labels = [];
 
         while ($start->lte($end)) {
-            $labels[] = match ($intervalType) {
-                'month' => $start->format('M'), // Example: Jan, Feb, Mar
-                'quarter' => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
-                'year' => (string) $start->year, // Example: 2024, 2025
+            $labels[] = match ($intervalTypeEnum) {
+                BudgetIntervalType::Week => 'W' . $start->weekOfYear . ' ' . $start->year, // Example: W10 2024
+                BudgetIntervalType::Month => $start->format('M'), // Example: Jan, Feb, Mar
+                BudgetIntervalType::Quarter => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
+                BudgetIntervalType::Year => (string) $start->year, // Example: 2024, 2025
                 default => '',
             };
 
-            match ($intervalType) {
-                'month' => $start->addMonth(),
-                'quarter' => $start->addQuarter(),
-                'year' => $start->addYear(),
+            match ($intervalTypeEnum) {
+                BudgetIntervalType::Week => $start->addWeek(),
+                BudgetIntervalType::Month => $start->addMonth(),
+                BudgetIntervalType::Quarter => $start->addQuarter(),
+                BudgetIntervalType::Year => $start->addYear(),
                 default => null,
             };
         }
@@ -204,13 +201,15 @@ class BudgetResource extends Resource
 
         $start = Carbon::parse($startDate);
         $end = Carbon::parse($endDate);
+        $intervalTypeEnum = BudgetIntervalType::parse($intervalType);
         $fields = [];
 
         while ($start->lte($end)) {
-            $label = match ($intervalType) {
-                'month' => $start->format('M'), // Example: Jan, Feb, Mar
-                'quarter' => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
-                'year' => (string) $start->year, // Example: 2024, 2025
+            $label = match ($intervalTypeEnum) {
+                BudgetIntervalType::Week => 'W' . $start->weekOfYear . ' ' . $start->year, // Example: W10 2024
+                BudgetIntervalType::Month => $start->format('M'), // Example: Jan, Feb, Mar
+                BudgetIntervalType::Quarter => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
+                BudgetIntervalType::Year => (string) $start->year, // Example: 2024, 2025
                 default => '',
             };
 
@@ -220,10 +219,11 @@ class BudgetResource extends Resource
                 ->required();
 
             // Move to the next period
-            match ($intervalType) {
-                'month' => $start->addMonth(),
-                'quarter' => $start->addQuarter(),
-                'year' => $start->addYear(),
+            match ($intervalTypeEnum) {
+                BudgetIntervalType::Week => $start->addWeek(),
+                BudgetIntervalType::Month => $start->addMonth(),
+                BudgetIntervalType::Quarter => $start->addQuarter(),
+                BudgetIntervalType::Year => $start->addYear(),
                 default => null,
             };
         }

app/Filament/Company/Resources/Accounting/BudgetResource/Pages/CreateBudget.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 
+use App\Enums\Accounting\BudgetIntervalType;
 use App\Filament\Company\Resources\Accounting\BudgetResource;
 use App\Models\Accounting\Budget;
 use App\Models\Accounting\BudgetItem;
@@ -33,7 +34,7 @@ class CreateBudget extends CreateRecord
             $allocationStart = Carbon::parse($data['start_date']);
 
             foreach ($itemData['amounts'] as $periodLabel => $amount) {
-                $allocationEnd = self::calculateEndDate($allocationStart, $data['interval_type']);
+                $allocationEnd = self::calculateEndDate($allocationStart, BudgetIntervalType::parse($data['interval_type']));
 
                 $budgetItem->allocations()->create([
                     'period' => $periodLabel,
@@ -50,12 +51,13 @@ class CreateBudget extends CreateRecord
         return $budget;
     }
 
-    private static function calculateEndDate(Carbon $startDate, string $intervalType): Carbon
+    private static function calculateEndDate(Carbon $startDate, BudgetIntervalType $intervalType): Carbon
     {
         return match ($intervalType) {
-            'quarter' => $startDate->copy()->addMonths(2)->endOfMonth(),
-            'year' => $startDate->copy()->endOfYear(),
-            default => $startDate->copy()->endOfMonth(),
+            BudgetIntervalType::Week => $startDate->copy()->endOfWeek(),
+            BudgetIntervalType::Month => $startDate->copy()->endOfMonth(),
+            BudgetIntervalType::Quarter => $startDate->copy()->endOfQuarter(),
+            BudgetIntervalType::Year => $startDate->copy()->endOfYear(),
         };
     }
 }

app/Filament/Company/Resources/Accounting/BudgetResource/Pages/EditBudget.php

@@ -2,8 +2,10 @@
 
 namespace App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 
+use App\Enums\Accounting\BudgetIntervalType;
 use App\Filament\Company\Resources\Accounting\BudgetResource;
 use App\Models\Accounting\Budget;
+use App\Models\Accounting\BudgetAllocation;
 use App\Models\Accounting\BudgetItem;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
@@ -27,12 +29,12 @@ class EditBudget extends EditRecord
         /** @var Budget $budget */
         $budget = $this->record;
 
-        $data['budgetItems'] = $budget->budgetItems->map(function ($budgetItem) {
+        $data['budgetItems'] = $budget->budgetItems->map(function (BudgetItem $budgetItem) {
             return [
                 'id' => $budgetItem->id,
                 'account_id' => $budgetItem->account_id,
                 'total_amount' => $budgetItem->allocations->sum('amount'), // Calculate total dynamically
-                'amounts' => $budgetItem->allocations->mapWithKeys(function ($allocation) {
+                'amounts' => $budgetItem->allocations->mapWithKeys(static function (BudgetAllocation $allocation) {
                     return [$allocation->period => $allocation->amount]; // Use the correct period label
                 })->toArray(),
             ];
@@ -70,7 +72,7 @@ class EditBudget extends EditRecord
             $allocationStart = Carbon::parse($data['start_date']);
 
             foreach ($itemData['amounts'] as $periodLabel => $amount) {
-                $allocationEnd = self::calculateEndDate($allocationStart, $data['interval_type']);
+                $allocationEnd = self::calculateEndDate($allocationStart, BudgetIntervalType::parse($data['interval_type']));
 
                 // Recreate allocations
                 $budgetItem->allocations()->create([
@@ -90,12 +92,13 @@ class EditBudget extends EditRecord
         return $budget;
     }
 
-    private static function calculateEndDate(Carbon $startDate, string $intervalType): Carbon
+    private static function calculateEndDate(Carbon $startDate, BudgetIntervalType $intervalType): Carbon
     {
         return match ($intervalType) {
-            'quarter' => $startDate->copy()->addMonths(2)->endOfMonth(),
-            'year' => $startDate->copy()->endOfYear(),
-            default => $startDate->copy()->endOfMonth(),
+            BudgetIntervalType::Week => $startDate->copy()->endOfWeek(),
+            BudgetIntervalType::Month => $startDate->copy()->endOfMonth(),
+            BudgetIntervalType::Quarter => $startDate->copy()->endOfQuarter(),
+            BudgetIntervalType::Year => $startDate->copy()->endOfYear(),
         };
     }
 }

app/Filament/Company/Resources/Accounting/BudgetResource/Pages/ViewBudget.php

@@ -4,6 +4,8 @@ namespace App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 
 use App\Filament\Company\Resources\Accounting\BudgetResource;
 use Filament\Actions;
+use Filament\Forms\Form;
+use Filament\Infolists\Infolist;
 use Filament\Resources\Pages\ViewRecord;
 
 class ViewBudget extends ViewRecord
@@ -16,4 +18,21 @@ class ViewBudget extends ViewRecord
             Actions\EditAction::make(),
         ];
     }
+
+    public function getRelationManagers(): array
+    {
+        return [
+            BudgetResource\RelationManagers\BudgetItemsRelationManager::class,
+        ];
+    }
+
+    public function form(Form $form): Form
+    {
+        return $form->schema([]);
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist->schema([]);
+    }
 }

app/Filament/Company/Resources/Accounting/BudgetResource/RelationManagers/BudgetItemsRelationManager.php

@@ -0,0 +1,48 @@
+<?php
+
+namespace App\Filament\Company\Resources\Accounting\BudgetResource\RelationManagers;
+
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables;
+use Filament\Tables\Table;
+
+class BudgetItemsRelationManager extends RelationManager
+{
+    protected static string $relationship = 'budgetItems';
+
+    protected static bool $isLazy = false;
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->recordTitleAttribute('account_id')
+            ->columns([
+                Tables\Columns\TextColumn::make('account.name')
+                    ->label('Account')
+                    ->sortable()
+                    ->searchable(),
+
+                Tables\Columns\TextColumn::make('allocations_sum_amount')
+                    ->label('Total Allocations')
+                    ->sortable()
+                    ->alignEnd()
+                    ->sum('allocations', 'amount')
+                    ->money(divideBy: 100),
+            ])
+            ->filters([
+                //
+            ])
+            ->headerActions([
+                // Tables\Actions\CreateAction::make(),
+            ])
+            ->actions([
+                // Tables\Actions\EditAction::make(),
+                // Tables\Actions\DeleteAction::make(),
+            ])
+            ->bulkActions([
+                //                Tables\Actions\BulkActionGroup::make([
+                //                    Tables\Actions\DeleteBulkAction::make(),
+                //                ]),
+            ]);
+    }
+}

app/Models/Accounting/Budget.php

@@ -4,6 +4,7 @@ namespace App\Models\Accounting;
 
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\BudgetIntervalType;
 use App\Enums\Accounting\BudgetStatus;
 use App\Filament\Company\Resources\Accounting\BudgetResource;
 use Filament\Actions\Action;
@@ -41,6 +42,7 @@ class Budget extends Model
         'start_date' => 'date',
         'end_date' => 'date',
         'status' => BudgetStatus::class,
+        'interval_type' => BudgetIntervalType::class,
         'approved_at' => 'datetime',
         'closed_at' => 'datetime',
     ];