wip

app/Collections/Accounting/InvoiceCollection.php

@@ -24,4 +24,13 @@ class InvoiceCollection extends Collection
 
         return CurrencyConverter::convertCentsToFormatSimple($totalCents, $currency);
     }
+
+    public function sumMoneyFormatted(string $column, ?string $currency = null): string
+    {
+        $currency ??= CurrencyAccessor::getDefaultCurrency();
+
+        $totalCents = $this->sumMoneyInCents($column);
+
+        return CurrencyConverter::formatCentsToMoney($totalCents, $currency);
+    }
 }

app/Filament/Company/Pages/Accounting/Transactions.php

@@ -88,6 +88,11 @@ class Transactions extends Page implements HasTable
         return static::getModel()::query();
     }
 
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
     protected function getHeaderActions(): array
     {
         return [

app/Filament/Company/Resources/Banking/AccountResource/Pages/ListAccounts.php

@@ -5,6 +5,7 @@ namespace App\Filament\Company\Resources\Banking\AccountResource\Pages;
 use App\Filament\Company\Resources\Banking\AccountResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListAccounts extends ListRecords
 {
@@ -16,4 +17,9 @@ class ListAccounts extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Common/OfferingResource/Pages/ListOfferings.php

@@ -5,6 +5,7 @@ namespace App\Filament\Company\Resources\Common\OfferingResource\Pages;
 use App\Filament\Company\Resources\Common\OfferingResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListOfferings extends ListRecords
 {
@@ -16,4 +17,9 @@ class ListOfferings extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Purchases/BillResource/Pages/ListBills.php

@@ -5,6 +5,7 @@ namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
 use App\Filament\Company\Resources\Purchases\BillResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListBills extends ListRecords
 {
@@ -16,4 +17,9 @@ class ListBills extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Purchases/VendorResource/Pages/ListVendors.php

@@ -5,6 +5,7 @@ namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
 use App\Filament\Company\Resources\Purchases\VendorResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListVendors extends ListRecords
 {
@@ -16,4 +17,9 @@ class ListVendors extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Sales/ClientResource/Pages/ListClients.php

@@ -5,6 +5,7 @@ namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
 use App\Filament\Company\Resources\Sales\ClientResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListClients extends ListRecords
 {
@@ -16,4 +17,9 @@ class ListClients extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Sales/InvoiceResource.php

@@ -7,6 +7,7 @@ use App\Enums\Accounting\InvoiceStatus;
 use App\Enums\Accounting\PaymentMethod;
 use App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 use App\Filament\Company\Resources\Sales\InvoiceResource\RelationManagers;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
 use App\Filament\Tables\Actions\ReplicateBulkAction;
 use App\Filament\Tables\Filters\DateRangeFilter;
 use App\Models\Accounting\Adjustment;
@@ -420,6 +421,7 @@ class InvoiceResource extends Resource
     public static function table(Table $table): Table
     {
         return $table
+            ->defaultSort('due_date')
             ->columns([
                 Tables\Columns\TextColumn::make('status')
                     ->badge()
@@ -451,15 +453,19 @@ class InvoiceResource extends Resource
                     ->searchable()
                     ->sortable(),
                 Tables\Columns\TextColumn::make('client.name')
-                    ->sortable(),
+                    ->sortable()
+                    ->searchable(),
                 Tables\Columns\TextColumn::make('total')
-                    ->currency(),
+                    ->currency()
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('amount_paid')
                     ->label('Amount Paid')
-                    ->currency(),
+                    ->currency()
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('amount_due')
                     ->label('Amount Due')
-                    ->currency(),
+                    ->currency()
+                    ->sortable(),
             ])
             ->filters([
                 Tables\Filters\SelectFilter::make('client')
@@ -545,7 +551,7 @@ class InvoiceResource extends Resource
                         })
                         ->successNotificationTitle('Invoice Sent')
                         ->action(function (Invoice $record, Tables\Actions\Action $action) {
-                            $record->updateQuietly([
+                            $record->update([
                                 'status' => InvoiceStatus::Sent,
                             ]);
 
@@ -845,4 +851,11 @@ class InvoiceResource extends Resource
             'edit' => Pages\EditInvoice::route('/{record}/edit'),
         ];
     }
+
+    public static function getWidgets(): array
+    {
+        return [
+            Widgets\InvoiceOverview::class,
+        ];
+    }
 }

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/ListInvoices.php

@@ -4,14 +4,19 @@ namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
 use App\Enums\Accounting\InvoiceStatus;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
 use App\Models\Accounting\Invoice;
 use Filament\Actions;
+use Filament\Pages\Concerns\ExposesTableToWidgets;
 use Filament\Resources\Components\Tab;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 use Illuminate\Database\Eloquent\Builder;
 
 class ListInvoices extends ListRecords
 {
+    use ExposesTableToWidgets;
+
     protected static string $resource = InvoiceResource::class;
 
     protected function getHeaderActions(): array
@@ -21,6 +26,18 @@ class ListInvoices extends ListRecords
         ];
     }
 
+    protected function getHeaderWidgets(): array
+    {
+        return [
+            Widgets\InvoiceOverview::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
     public function getTabs(): array
     {
         return [

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/ViewInvoice.php

@@ -2,7 +2,6 @@
 
 namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
-use App\Enums\Accounting\InvoiceStatus;
 use App\Filament\Company\Resources\Sales\ClientResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Models\Accounting\Invoice;
@@ -27,7 +26,7 @@ class ViewInvoice extends ViewRecord
         return $infolist
             ->schema([
                 Section::make('Invoice Details')
-                    ->columns(3)
+                    ->columns(4)
                     ->schema([
                         TextEntry::make('invoice_number')
                             ->label('Invoice #'),
@@ -44,8 +43,11 @@ class ViewInvoice extends ViewRecord
                         TextEntry::make('amount_due')
                             ->label('Amount Due')
                             ->money(),
+                        TextEntry::make('date')
+                            ->label('Date')
+                            ->date(),
                         TextEntry::make('due_date')
-                            ->label('Due Date')
+                            ->label('Due')
                             ->formatStateUsing(function (TextEntry $entry, mixed $state) {
                                 if (blank($state)) {
                                     return null;
@@ -62,21 +64,19 @@ class ViewInvoice extends ViewRecord
                                     'options' => CarbonInterface::ONE_DAY_WORDS,
                                 ]);
                             }),
+                        TextEntry::make('approved_at')
+                            ->label('Approved At')
+                            ->placeholder('Not Approved')
+                            ->date(),
+                        TextEntry::make('last_sent')
+                            ->label('Last Sent')
+                            ->placeholder('Never')
+                            ->date(),
+                        TextEntry::make('paid_at')
+                            ->label('Paid At')
+                            ->placeholder('Not Paid')
+                            ->date(),
                     ]),
             ]);
     }
-
-    public function approveDraft(): void
-    {
-        $this->record->update([
-            'status' => InvoiceStatus::Unsent,
-        ]);
-    }
-
-    public function markAsSent(): void
-    {
-        $this->record->update([
-            'status' => InvoiceStatus::Sent,
-        ]);
-    }
 }

app/Filament/Company/Resources/Sales/InvoiceResource/Widgets/InvoiceOverview.php

@@ -0,0 +1,84 @@
+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Pages\ListInvoices;
+use App\Utilities\Currency\CurrencyConverter;
+use Filament\Widgets\Concerns\InteractsWithPageTable;
+use Filament\Widgets\StatsOverviewWidget as BaseWidget;
+use Filament\Widgets\StatsOverviewWidget\Stat;
+use Illuminate\Support\Number;
+
+class InvoiceOverview extends BaseWidget
+{
+    use InteractsWithPageTable;
+
+    protected static ?string $pollingInterval = null;
+
+    protected function getTablePage(): string
+    {
+        return ListInvoices::class;
+    }
+
+    protected function getStats(): array
+    {
+        $outstandingInvoices = $this->getPageTableQuery()
+            ->whereNotIn('status', [
+                InvoiceStatus::Paid,
+                InvoiceStatus::Void,
+                InvoiceStatus::Draft,
+                InvoiceStatus::Overpaid,
+            ]);
+
+        $amountOutstanding = $outstandingInvoices
+            ->clone()
+            ->sum('amount_due');
+
+        $amountOverdue = $outstandingInvoices
+            ->clone()
+            ->where('status', InvoiceStatus::Overdue)
+            ->sum('amount_due');
+
+        $amountDueWithin30Days = $outstandingInvoices
+            ->clone()
+            ->where('due_date', '>=', today())
+            ->where('due_date', '<=', today()->addDays(30))
+            ->sum('amount_due');
+
+        $validInvoices = $this->getPageTableQuery()
+            ->whereNotIn('status', [
+                InvoiceStatus::Void,
+                InvoiceStatus::Draft,
+            ]);
+
+        $totalValidInvoiceAmount = $validInvoices->clone()->sum('amount_due');
+
+        $totalValidInvoiceCount = $validInvoices->clone()->count();
+
+        $averageInvoiceTotal = $totalValidInvoiceCount > 0 ? $totalValidInvoiceAmount / $totalValidInvoiceCount : 0;
+
+        $averagePaymentTime = $this->getPageTableQuery()
+            ->withWhereHas('statusHistories', function ($query) {
+                $query->where('new_status', InvoiceStatus::Paid);
+            })
+            ->selectRaw('AVG(TIMESTAMPDIFF(DAY, date, (
+                SELECT changed_at
+                FROM invoice_status_histories
+                WHERE invoice_status_histories.invoice_id = invoices.id
+                AND status = ?
+                LIMIT 1
+            ))) as avg_days', [InvoiceStatus::Paid])
+            ->value('avg_days');
+
+        return [
+            Stat::make('Total Outstanding', CurrencyConverter::formatCentsToMoney($amountOutstanding))
+                ->description('Includes ' . CurrencyConverter::formatCentsToMoney($amountOverdue) . ' overdue'),
+            Stat::make('Due Within 30 Days', CurrencyConverter::formatCentsToMoney($amountDueWithin30Days)),
+            Stat::make('Average Payment Time', Number::format($averagePaymentTime ?? 0, maxPrecision: 1) . ' days')
+                ->description('From invoice date to payment received'),
+            Stat::make('Average Invoice Total', CurrencyConverter::formatCentsToMoney($averageInvoiceTotal))
+                ->description('Excludes void and draft invoices'),
+        ];
+    }
+}

app/Models/Accounting/Invoice.php

@@ -17,8 +17,10 @@ use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Database\Eloquent\Relations\MorphMany;
 use Illuminate\Database\Eloquent\Relations\MorphOne;
+use Illuminate\Support\Carbon;
 
 #[ObservedBy(InvoiceObserver::class)]
 #[CollectedBy(InvoiceCollection::class)]
@@ -95,12 +97,46 @@ class Invoice extends Model
         return $this->transactions()->where('type', TransactionType::Withdrawal)->where('is_payment', true);
     }
 
+    protected function lastSent(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getStatusChangedAt(InvoiceStatus::Sent);
+        });
+    }
+
+    protected function approvedAt(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getStatusChangedAt(InvoiceStatus::Unsent);
+        });
+    }
+
+    protected function paidAt(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getStatusChangedAt(InvoiceStatus::Paid);
+        });
+    }
+
+    protected function getStatusChangedAt(InvoiceStatus $status): ?Carbon
+    {
+        return $this->statusHistories
+            ->where('new_status', $status)
+            ->sortByDesc('changed_at')
+            ->first()?->changed_at;
+    }
+
     public function approvalTransaction(): MorphOne
     {
         return $this->morphOne(Transaction::class, 'transactionable')
             ->where('type', TransactionType::Journal);
     }
 
+    public function statusHistories(): HasMany
+    {
+        return $this->hasMany(InvoiceStatusHistory::class);
+    }
+
     protected function isCurrentlyOverdue(): Attribute
     {
         return Attribute::get(function () {

app/Models/Accounting/InvoiceStatusHistory.php

@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\InvoiceStatus;
+use App\Models\User;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class InvoiceStatusHistory extends Model
+{
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'invoice_id',
+        'old_status',
+        'new_status',
+        'changed_by',
+        'changed_at',
+    ];
+
+    protected $casts = [
+        'changed_at' => 'datetime',
+        'old_status' => InvoiceStatus::class,
+        'new_status' => InvoiceStatus::class,
+    ];
+
+    public function invoice(): BelongsTo
+    {
+        return $this->belongsTo(Invoice::class);
+    }
+
+    public function changedBy(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'changed_by');
+    }
+}

app/Models/Company.php

@@ -171,4 +171,9 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
     {
         return $this->hasMany(Common\Vendor::class, 'company_id');
     }
+
+    public function invoiceStatusHistories(): HasMany
+    {
+        return $this->hasMany(Accounting\InvoiceStatusHistory::class, 'company_id');
+    }
 }

app/Observers/InvoiceObserver.php

@@ -23,7 +23,14 @@ class InvoiceObserver
      */
     public function updated(Invoice $invoice): void
     {
-        //
+        if ($invoice->wasChanged('status')) {
+            $invoice->statusHistories()->create([
+                'company_id' => $invoice->company_id,
+                'old_status' => $invoice->getOriginal('status'),
+                'new_status' => $invoice->status,
+                'changed_by' => $invoice->updated_by,
+            ]);
+        }
     }
 
     public function deleting(Invoice $invoice): void

composer.lock

@@ -497,16 +497,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.333.0",
+            "version": "3.334.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "11bb2709885c9954004620d3648e9355feb92a41"
+                "reference": "8afe50cb2a93051dafef21eb616e297a449764aa"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/11bb2709885c9954004620d3648e9355feb92a41",
-                "reference": "11bb2709885c9954004620d3648e9355feb92a41",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/8afe50cb2a93051dafef21eb616e297a449764aa",
+                "reference": "8afe50cb2a93051dafef21eb616e297a449764aa",
                 "shasum": ""
             },
             "require": {
@@ -589,9 +589,9 @@
             "support": {
                 "forum": "https://forums.aws.amazon.com/forum.jspa?forumID=80",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.333.0"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.334.0"
             },
-            "time": "2024-12-03T19:06:47+00:00"
+            "time": "2024-12-04T19:09:04+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",

database/factories/Accounting/InvoiceStatusHistoryFactory.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Accounting\InvoiceStatusHistory>
+ */
+class InvoiceStatusHistoryFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/CompanyFactory.php

@@ -129,6 +129,7 @@ class CompanyFactory extends Factory
             Invoice::factory()
                 ->count($paidCount)
                 ->withLineItems()
+                ->approved()
                 ->withPayments(max: 4)
                 ->create([
                     'company_id' => $company->id,
@@ -139,6 +140,7 @@ class CompanyFactory extends Factory
             Invoice::factory()
                 ->count($partialCount)
                 ->withLineItems()
+                ->approved()
                 ->withPayments(max: 4, invoiceStatus: InvoiceStatus::Partial)
                 ->create([
                     'company_id' => $company->id,
@@ -149,6 +151,7 @@ class CompanyFactory extends Factory
             Invoice::factory()
                 ->count($overpaidCount)
                 ->withLineItems()
+                ->approved()
                 ->withPayments(max: 4, invoiceStatus: InvoiceStatus::Overpaid)
                 ->create([
                     'company_id' => $company->id,

database/migrations/2024_12_05_003805_create_invoice_status_histories_table.php

@@ -0,0 +1,33 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('invoice_status_histories', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('invoice_id')->constrained()->cascadeOnDelete();
+            $table->string('old_status');
+            $table->string('new_status');
+            $table->foreignId('changed_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamp('changed_at')->useCurrent();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('invoice_status_histories');
+    }
+};

package-lock.json

@@ -945,9 +945,9 @@
             }
         },
         "node_modules/axios": {
-            "version": "1.7.8",
-            "resolved": "https://registry.npmjs.org/axios/-/axios-1.7.8.tgz",
-            "integrity": "sha512-Uu0wb7KNqK2t5K+YQyVCLM76prD5sRFjKHbJYCP1J7JFGEQ6nN7HWn9+04LAeiJ3ji54lgS/gZCH1oxyrf1SPw==",
+            "version": "1.7.9",
+            "resolved": "https://registry.npmjs.org/axios/-/axios-1.7.9.tgz",
+            "integrity": "sha512-LhLcE7Hbiryz8oMDdDptSrWowmB4Bl6RCt6sIJKpRB4XtVf0iEgewX3au/pJqm+Py1kCASkb/FFKjxQaLtxJvw==",
             "dev": true,
             "license": "MIT",
             "dependencies": {

resources/css/filament/company/tailwind.config.js

@@ -20,6 +20,9 @@ export default {
                 white: '#F3F4F6',
                 platinum: '#E8E9EB',
             },
+            maxWidth: {
+                '8xl': '88rem',
+            },
             transitionTimingFunction: {
                 'ease-smooth': 'cubic-bezier(0.08, 0.52, 0.52, 1)',
             }