wip

app/Enums/Accounting/InvoiceStatus.php

@@ -17,6 +17,8 @@ enum InvoiceStatus: string implements HasColor, HasLabel
 
     case Overdue = 'overdue';
 
+    case Overpaid = 'overpaid';
+
     case Void = 'void';
 
     public function getLabel(): ?string
@@ -30,7 +32,7 @@ enum InvoiceStatus: string implements HasColor, HasLabel
             self::Draft, self::Unsent, self::Void => 'gray',
             self::Sent => 'primary',
             self::Partial => 'warning',
-            self::Paid => 'success',
+            self::Paid, self::Overpaid => 'success',
             self::Overdue => 'danger',
         };
     }

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

@@ -2,12 +2,15 @@
 
 namespace App\Filament\Company\Resources\Sales;
 
+use App\Enums\Accounting\InvoiceStatus;
 use App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 use App\Models\Accounting\Adjustment;
 use App\Models\Accounting\DocumentLineItem;
 use App\Models\Accounting\Invoice;
+use App\Models\Banking\BankAccount;
 use App\Models\Common\Offering;
 use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
 use Awcodes\TableRepeater\Components\TableRepeater;
 use Awcodes\TableRepeater\Header;
 use Carbon\CarbonInterface;
@@ -439,8 +442,133 @@ class InvoiceResource extends Resource
                 //
             ])
             ->actions([
-                Tables\Actions\EditAction::make(),
-                Tables\Actions\ViewAction::make(),
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make(),
+                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\DeleteAction::make(),
+                    Tables\Actions\ReplicateAction::make()
+                        ->label('Duplicate')
+                        ->excludeAttributes(['status', 'amount_paid', 'amount_due', 'created_by', 'updated_by', 'created_at', 'updated_at', 'invoice_number', 'date', 'due_date'])
+                        ->modal(false)
+                        ->beforeReplicaSaved(function (Invoice $original, Invoice $replica) {
+                            $replica->status = InvoiceStatus::Draft;
+                            $replica->invoice_number = Invoice::getNextDocumentNumber();
+                            $replica->date = now();
+                            $replica->due_date = now()->addDays($original->company->defaultInvoice->payment_terms->getDays());
+                        })
+                        ->after(function (Invoice $original, Invoice $replica) {
+                            $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
+                                $replicaLineItem = $lineItem->replicate([
+                                    'documentable_id',
+                                    'documentable_type',
+                                    'subtotal',
+                                    'total',
+                                    'created_by',
+                                    'updated_by',
+                                    'created_at',
+                                    'updated_at',
+                                ]);
+
+                                $replicaLineItem->documentable_id = $replica->id;
+                                $replicaLineItem->documentable_type = $replica->getMorphClass();
+
+                                $replicaLineItem->save();
+
+                                $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
+                            });
+                        })
+                        ->successRedirectUrl(function (Invoice $replica) {
+                            return InvoiceResource::getUrl('edit', ['record' => $replica]);
+                        }),
+                    Tables\Actions\Action::make('approveDraft')
+                        ->label('Approve')
+                        ->icon('heroicon-o-check-circle')
+                        ->visible(function (Invoice $record) {
+                            return $record->isDraft();
+                        })
+                        ->action(function (Invoice $record) {
+                            $record->updateQuietly([
+                                'status' => InvoiceStatus::Unsent,
+                            ]);
+                        }),
+                    Tables\Actions\Action::make('markAsSent')
+                        ->label('Mark as Sent')
+                        ->icon('heroicon-o-paper-airplane')
+                        ->visible(function (Invoice $record) {
+                            return $record->status === InvoiceStatus::Unsent;
+                        })
+                        ->action(function (Invoice $record) {
+                            $record->updateQuietly([
+                                'status' => InvoiceStatus::Sent,
+                            ]);
+                        }),
+                    Tables\Actions\Action::make('recordPayment')
+                        ->label('Record Payment')
+                        ->modalWidth(MaxWidth::TwoExtraLarge)
+                        ->icon('heroicon-o-credit-card')
+                        ->visible(function (Invoice $record) {
+                            return $record->canRecordPayment();
+                        })
+                        ->mountUsing(function (Invoice $record, Form $form) {
+                            $form->fill([
+                                'date' => now(),
+                                'amount' => $record->amount_due,
+                            ]);
+                        })
+                        ->form([
+                            Forms\Components\DatePicker::make('date')
+                                ->label('Payment Date'),
+                            Forms\Components\TextInput::make('amount')
+                                ->label('Amount')
+                                ->required()
+                                ->money(),
+                            Forms\Components\Select::make('payment_method')
+                                ->label('Payment Method')
+                                ->options([
+                                    'bank_payment' => 'Bank Payment',
+                                    'cash' => 'Cash',
+                                    'check' => 'Check',
+                                    'credit_card' => 'Credit Card',
+                                    'paypal' => 'PayPal',
+                                    'other' => 'Other',
+                                ]),
+                            Forms\Components\Select::make('bank_account_id')
+                                ->label('Account')
+                                ->options(BankAccount::query()
+                                    ->get()
+                                    ->pluck('account.name', 'id'))
+                                ->searchable(),
+                            Forms\Components\Textarea::make('notes')
+                                ->label('Notes'),
+                        ])
+                        ->action(function (Invoice $record, array $data) {
+                            $payment = $record->payments()->create([
+                                'date' => $data['date'],
+                                'amount' => $data['amount'],
+                                'payment_method' => $data['payment_method'],
+                                'bank_account_id' => $data['bank_account_id'],
+                                'notes' => $data['notes'],
+                            ]);
+
+                            $amountPaid = $record->getRawOriginal('amount_paid');
+                            $paymentAmount = $payment->getRawOriginal('amount');
+                            $totalAmount = $record->getRawOriginal('total');
+
+                            $newAmountPaid = $amountPaid + $paymentAmount;
+
+                            $record->amount_paid = CurrencyConverter::convertCentsToFloat($newAmountPaid);
+
+                            if ($newAmountPaid > $totalAmount) {
+                                $record->status = InvoiceStatus::Overpaid;
+                            } elseif ($newAmountPaid === $totalAmount) {
+                                $record->status = InvoiceStatus::Paid;
+                            } else {
+                                $record->status = InvoiceStatus::Partial;
+                            }
+
+                            $record->save();
+                        }),
+                ]),
             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([

app/Models/Accounting/Invoice.php

@@ -71,6 +71,21 @@ class Invoice extends Model
         return $this->morphMany(Payment::class, 'payable');
     }
 
+    public function isDraft(): bool
+    {
+        return $this->status === InvoiceStatus::Draft;
+    }
+
+    public function canRecordPayment(): bool
+    {
+        return ! in_array($this->status, [
+            InvoiceStatus::Draft,
+            InvoiceStatus::Paid,
+            InvoiceStatus::Overpaid,
+            InvoiceStatus::Void,
+        ]);
+    }
+
     public static function getNextDocumentNumber(): string
     {
         $company = auth()->user()->currentCompany;

app/Models/Banking/BankAccount.php

@@ -51,14 +51,14 @@ class BankAccount extends Model
         'mask',
     ];
 
-    public function connectedBankAccount(): HasOne
+    public function account(): BelongsTo
     {
-        return $this->hasOne(ConnectedBankAccount::class, 'bank_account_id');
+        return $this->belongsTo(Account::class, 'account_id');
     }
 
-    public function account(): BelongsTo
+    public function connectedBankAccount(): HasOne
     {
-        return $this->belongsTo(Account::class, 'account_id');
+        return $this->hasOne(ConnectedBankAccount::class, 'bank_account_id');
     }
 
     public function institution(): BelongsTo
@@ -66,6 +66,11 @@ class BankAccount extends Model
         return $this->belongsTo(Institution::class, 'institution_id');
     }
 
+    public function payments(): HasMany
+    {
+        return $this->hasMany(Payment::class, 'bank_account_id');
+    }
+
     public function transactions(): HasMany
     {
         return $this->hasMany(Transaction::class, 'bank_account_id');

app/Providers/MacroServiceProvider.php

@@ -34,25 +34,28 @@ class MacroServiceProvider extends ServiceProvider
      */
     public function boot(): void
     {
-        TextInput::macro('money', function (string | Closure | null $currency = null): static {
+        TextInput::macro('money', function (string | Closure | null $currency = null, bool $useAffix = true): static {
             $currency ??= CurrencyAccessor::getDefaultCurrency();
 
-            $this
-                ->prefix(static function (TextInput $component) use ($currency) {
-                    $currency = $component->evaluate($currency);
+            if ($useAffix) {
+                $this
+                    ->prefix(static function (TextInput $component) use ($currency) {
+                        $currency = $component->evaluate($currency);
 
-                    return currency($currency)->getPrefix();
-                })
-                ->suffix(static function (TextInput $component) use ($currency) {
-                    $currency = $component->evaluate($currency);
+                        return currency($currency)->getPrefix();
+                    })
+                    ->suffix(static function (TextInput $component) use ($currency) {
+                        $currency = $component->evaluate($currency);
 
-                    return currency($currency)->getSuffix();
-                })
-                ->mask(static function (TextInput $component) use ($currency) {
-                    $currency = $component->evaluate($currency);
+                        return currency($currency)->getSuffix();
+                    });
+            }
 
-                    return moneyMask($currency);
-                });
+            $this->mask(static function (TextInput $component) use ($currency) {
+                $currency = $component->evaluate($currency);
+
+                return moneyMask($currency);
+            });
 
             return $this;
         });