wip

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

@@ -8,6 +8,7 @@ use App\Enums\Accounting\AdjustmentCategory;
 use App\Enums\Accounting\AdjustmentType;
 use App\Enums\Common\OfferingType;
 use App\Filament\Company\Resources\Common\OfferingResource\Pages;
+use App\Filament\Forms\Components\Banner;
 use App\Filament\Forms\Components\CreateAccountSelect;
 use App\Filament\Forms\Components\CreateAdjustmentSelect;
 use App\Models\Common\Offering;
@@ -18,6 +19,7 @@ use Filament\Resources\Resource;
 use Filament\Tables;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\HtmlString;
 use Illuminate\Support\Str;
 use JaOcero\RadioDeck\Forms\Components\RadioDeck;
 
@@ -31,6 +33,29 @@ class OfferingResource extends Resource
     {
         return $form
             ->schema([
+                Banner::make('inactiveAdjustments')
+                    ->label('Inactive adjustments')
+                    ->warning()
+                    ->icon('heroicon-o-exclamation-triangle')
+                    ->visible(fn (Offering $record) => $record->hasInactiveAdjustments())
+                    ->columnSpanFull()
+                    ->description(function (Offering $record) {
+                        $inactiveAdjustments = collect();
+
+                        foreach ($record->adjustments as $adjustment) {
+                            if ($adjustment->isInactive() && $inactiveAdjustments->doesntContain($adjustment->name)) {
+                                $inactiveAdjustments->push($adjustment->name);
+                            }
+                        }
+
+                        $adjustmentsList = $inactiveAdjustments->map(static function ($name) {
+                            return "<span class='font-medium'>{$name}</span>";
+                        })->join(', ');
+
+                        $output = "<p class='text-sm'>This offering contains inactive adjustments that need to be addressed: {$adjustmentsList}</p>";
+
+                        return new HtmlString($output);
+                    }),
                 Forms\Components\Section::make('General')
                     ->schema([
                         RadioDeck::make('type')

app/Filament/Company/Resources/Sales/RecurringInvoiceResource/Pages/ViewRecurringInvoice.php

@@ -20,6 +20,7 @@ use Filament\Support\Enums\FontWeight;
 use Filament\Support\Enums\IconPosition;
 use Filament\Support\Enums\IconSize;
 use Filament\Support\Enums\MaxWidth;
+use Illuminate\Support\HtmlString;
 use Illuminate\Support\Str;
 
 class ViewRecurringInvoice extends ViewRecord
@@ -59,6 +60,31 @@ class ViewRecurringInvoice extends ViewRecord
     {
         return $infolist
             ->schema([
+                BannerEntry::make('inactiveAdjustments')
+                    ->label('Inactive adjustments')
+                    ->warning()
+                    ->icon('heroicon-o-exclamation-triangle')
+                    ->visible(fn (RecurringInvoice $record) => $record->hasInactiveAdjustments() && $record->canBeApproved())
+                    ->columnSpanFull()
+                    ->description(function (RecurringInvoice $record) {
+                        $inactiveAdjustments = collect();
+
+                        foreach ($record->lineItems as $lineItem) {
+                            foreach ($lineItem->adjustments as $adjustment) {
+                                if ($adjustment->isInactive() && $inactiveAdjustments->doesntContain($adjustment->name)) {
+                                    $inactiveAdjustments->push($adjustment->name);
+                                }
+                            }
+                        }
+
+                        $adjustmentsList = $inactiveAdjustments->map(static function ($name) {
+                            return "<span class='font-medium'>{$name}</span>";
+                        })->join(', ');
+
+                        $output = "<p class='text-sm'>This recurring invoice contains inactive adjustments that need to be addressed before approval: {$adjustmentsList}</p>";
+
+                        return new HtmlString($output);
+                    }),
                 BannerEntry::make('scheduleIsNotSet')
                     ->info()
                     ->title('Schedule not set')
@@ -73,7 +99,7 @@ class ViewRecurringInvoice extends ViewRecord
                     ->info()
                     ->title('Ready to Approve')
                     ->description('This recurring invoice is ready for approval. Review the details, and approve it when you’re ready to start generating invoices.')
-                    ->visible(fn (RecurringInvoice $record) => $record->canBeApproved())
+                    ->visible(fn (RecurringInvoice $record) => $record->canBeApproved() && ! $record->hasInactiveAdjustments())
                     ->columnSpanFull()
                     ->actions([
                         RecurringInvoice::getApproveDraftAction(Action::class)

app/Models/Accounting/RecurringInvoice.php

@@ -17,6 +17,7 @@ use App\Enums\Accounting\InvoiceStatus;
 use App\Enums\Accounting\Month;
 use App\Enums\Accounting\RecurringInvoiceStatus;
 use App\Enums\Setting\PaymentTerms;
+use App\Filament\Company\Resources\Sales\RecurringInvoiceResource\Pages\ViewRecurringInvoice;
 use App\Filament\Forms\Components\Banner;
 use App\Filament\Forms\Components\CustomSection;
 use App\Models\Common\Client;
@@ -28,6 +29,7 @@ use Filament\Actions\Action;
 use Filament\Actions\MountableAction;
 use Filament\Forms;
 use Filament\Forms\Form;
+use Filament\Notifications\Notification;
 use Guava\FilamentClusters\Forms\Cluster;
 use Illuminate\Database\Eloquent\Attributes\CollectedBy;
 use Illuminate\Database\Eloquent\Attributes\ObservedBy;
@@ -35,6 +37,7 @@ use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Support\Carbon;
+use Livewire\Component;
 
 #[CollectedBy(DocumentCollection::class)]
 #[ObservedBy(RecurringInvoiceObserver::class)]
@@ -557,16 +560,32 @@ class RecurringInvoice extends Document
     {
         return $action::make('approveDraft')
             ->label('Approve')
-            ->icon('heroicon-o-check-circle')
+            ->icon('heroicon-m-check-circle')
             ->visible(function (self $record) {
                 return $record->canBeApproved();
             })
+            ->requiresConfirmation()
             ->databaseTransaction()
             ->successNotificationTitle('Recurring invoice approved')
-            ->action(function (self $record, MountableAction $action) {
-                $record->approveDraft();
-
-                $action->success();
+            ->action(function (self $record, MountableAction $action, Component $livewire) {
+                if ($record->hasInactiveAdjustments()) {
+                    $isViewPage = $livewire instanceof ViewRecurringInvoice;
+
+                    if (! $isViewPage) {
+                        redirect(ViewRecurringInvoice::getUrl(['record' => $record->id]));
+                    } else {
+                        Notification::make()
+                            ->warning()
+                            ->title('Cannot approve recurring invoice')
+                            ->body('This recurring invoice has inactive adjustments that must be addressed first.')
+                            ->persistent()
+                            ->send();
+                    }
+                } else {
+                    $record->approveDraft();
+
+                    $action->success();
+                }
             });
     }
 

app/Models/Common/Offering.php

@@ -111,4 +111,11 @@ class Offering extends Model
     {
         return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Purchase);
     }
+
+    public function hasInactiveAdjustments(): bool
+    {
+        return $this->adjustments->contains(function (Adjustment $adjustment) {
+            return $adjustment->isInactive();
+        });
+    }
 }

app/Observers/AdjustmentObserver.php

@@ -39,6 +39,21 @@ class AdjustmentObserver
         }
     }
 
+    public function saved(Adjustment $adjustment): void
+    {
+        if ($adjustment->wasChanged('status') || $adjustment->wasRecentlyCreated) {
+            if ($adjustment->isInactive()) {
+                $adjustment->account?->update([
+                    'archived' => true,
+                ]);
+            } else {
+                $adjustment->account?->update([
+                    'archived' => false,
+                ]);
+            }
+        }
+    }
+
     /**
      * Handle the Adjustment "saving" event.
      */