wip

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

+<?php
+
+namespace App\Filament\Company\Resources\Accounting;
+
+use App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
+use App\Models\Accounting\Document;
+use App\Models\Common\Offering;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Filament\Forms;
+use Filament\Forms\Components\FileUpload;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Support\Facades\Auth;
+use Livewire\Features\SupportFileUploads\TemporaryUploadedFile;
+
+class DocumentResource extends Resource
+{
+    protected static ?string $model = Document::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        $company = Auth::user()->currentCompany;
+
+        return $form
+            ->schema([
+                Forms\Components\Section::make('Invoice Header')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                FileUpload::make('logo')
+                                    ->openable()
+                                    ->maxSize(1024)
+                                    ->localizeLabel()
+                                    ->visibility('public')
+                                    ->disk('public')
+                                    ->directory('logos/document')
+                                    ->imageResizeMode('contain')
+                                    ->imageCropAspectRatio('3:2')
+                                    ->panelAspectRatio('3:2')
+                                    ->maxWidth(MaxWidth::ExtraSmall)
+                                    ->panelLayout('integrated')
+                                    ->removeUploadedFileButtonPosition('center bottom')
+                                    ->uploadButtonPosition('center bottom')
+                                    ->uploadProgressIndicatorPosition('center bottom')
+                                    ->getUploadedFileNameForStorageUsing(
+                                        static fn (TemporaryUploadedFile $file): string => (string) str($file->getClientOriginalName())
+                                            ->prepend(Auth::user()->currentCompany->id . '_'),
+                                    )
+                                    ->acceptedFileTypes(['image/png', 'image/jpeg', 'image/gif']),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('header')
+                                    ->default(fn () => $company->defaultInvoice->header),
+                                Forms\Components\TextInput::make('subheader')
+                                    ->default(fn () => $company->defaultInvoice->subheader),
+                                Forms\Components\View::make('filament.forms.components.company-info')
+                                    ->viewData([
+                                        'company_name' => $company->name,
+                                        'company_address' => $company->profile->address,
+                                        'company_city' => $company->profile->city?->name,
+                                        'company_state' => $company->profile->state?->name,
+                                        'company_zip' => $company->profile->zip_code,
+                                        'company_country' => $company->profile->state?->country->name,
+                                    ]),
+                            ])->grow(true),
+                        ])->from('md'),
+                    ]),
+                Forms\Components\Section::make('Invoice Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('client_id')
+                                    ->relationship('client', 'name'),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('document_number')
+                                    ->label('Invoice Number')
+                                    ->default(fn () => $company->defaultInvoice->getNumberNext()),
+                                Forms\Components\TextInput::make('order_number')
+                                    ->label('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Invoice Date')
+                                    ->default(now()),
+                                Forms\Components\DatePicker::make('due_date')
+                                    ->label('Payment Due')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultInvoice->payment_terms->getDays());
+                                    }),
+                            ])->grow(true),
+                        ])->from('md'),
+                        TableRepeater::make('lineItems')
+                            ->relationship()
+                            ->headers([
+                                Header::make('Items'),
+                                Header::make('Description'),
+                                Header::make('Quantity'),
+                                Header::make('Price'),
+                                Header::make('Amount'),
+                            ])
+                            ->schema([
+                                Forms\Components\Select::make('offering_id')
+                                    ->relationship('offering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::find($offeringId);
+                                        $set('description', $offeringRecord->description);
+                                        $set('unit_price', $offeringRecord->price);
+                                        $set('total', $offeringRecord->price);
+                                    }),
+                                Forms\Components\TextInput::make('description')
+                                    ->required(),
+                                Forms\Components\TextInput::make('quantity')
+                                    ->required()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(1),
+                                Forms\Components\TextInput::make('unit_price')
+                                    ->required()
+                                    ->live()
+                                    ->numeric()
+                                    ->default(0),
+                                Forms\Components\Placeholder::make('total')
+                                    ->hiddenLabel()
+                                    ->content(function (Forms\Get $get) {
+                                        $quantity = $get('quantity');
+                                        $unitPrice = $get('unit_price');
+
+                                        if ($quantity && $unitPrice) {
+                                            return $quantity * $unitPrice;
+                                        }
+                                    }),
+                            ]),
+                        Forms\Components\Textarea::make('terms')
+                            ->columnSpanFull(),
+                    ]),
+                Forms\Components\Section::make('Invoice Footer')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Textarea::make('footer')
+                            ->columnSpanFull(),
+                    ]),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('company.name')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('client.name')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('vendor.name')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('type')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('logo')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('header')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('subheader')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('document_number')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('order_number')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('due_date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('status')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('currency_code')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('subtotal')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('tax_total')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('discount_total')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('total')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_paid')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_due')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('created_by')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('updated_by')
+                    ->numeric()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('created_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+                Tables\Columns\TextColumn::make('updated_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListDocuments::route('/'),
+            'create' => Pages\CreateDocument::route('/create'),
+            'edit' => Pages\EditDocument::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/CreateDocument.php

+<?php
+
+namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\DocumentResource;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateDocument extends CreateRecord
+{
+    protected static string $resource = DocumentResource::class;
+}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/EditDocument.php

+<?php
+
+namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\DocumentResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditDocument extends EditRecord
+{
+    protected static string $resource = DocumentResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/ListDocuments.php

+<?php
+
+namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\DocumentResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListDocuments extends ListRecords
+{
+    protected static string $resource = DocumentResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

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

                                     ->columnSpanFull(),
                                 CreateCurrencySelect::make('currency_code')
                                     ->relationship('currency', 'name')
+                                    ->nullable()
                                     ->visible(fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Regular),
                                 Forms\Components\Select::make('contractor_type')
                                     ->label('Contractor Type')
                                     ->label('Social Security Number')
                                     ->required()
                                     ->live()
+                                    ->mask('999-99-9999')
+                                    ->stripCharacters('-')
+                                    ->maxLength(11)
                                     ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Individual)
                                     ->maxLength(255),
                                 Forms\Components\TextInput::make('ein')
                                     ->label('Employer Identification Number')
                                     ->required()
                                     ->live()
+                                    ->mask('99-9999999')
+                                    ->stripCharacters('-')
+                                    ->maxLength(10)
                                     ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Business)
                                     ->maxLength(255),
                                 Forms\Components\TextInput::make('account_number')
                     ->searchable(),
                 Tables\Columns\TextColumn::make('name')
                     ->searchable()
-                    ->description(fn (Vendor $vendor) => $vendor->contact->full_name),
+                    ->description(fn (Vendor $vendor) => $vendor->contact?->full_name),
                 Tables\Columns\TextColumn::make('contact.email')
                     ->label('Email')
                     ->searchable(),
                 Tables\Columns\TextColumn::make('primaryContact.phones')
                     ->label('Phone')
-                    ->state(fn (Vendor $vendor) => $vendor->contact->primary_phone),
+                    ->state(fn (Vendor $vendor) => $vendor->contact?->primary_phone),
             ])
             ->filters([
                 //

app/Models/Accounting/Document.php

 
 namespace App\Models\Accounting;
 
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Models\Banking\Payment;
+use App\Models\Common\Client;
+use App\Models\Common\Vendor;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
 
 class Document extends Model
 {
-    /** @use HasFactory<\Database\Factories\Accounting\DocumentFactory> */
+    use Blamable;
+    use CompanyOwned;
     use HasFactory;
+
+    protected $table = 'documents';
+
+    protected $fillable = [
+        'company_id',
+        'client_id',
+        'vendor_id',
+        'type',
+        'logo',
+        'header',
+        'subheader',
+        'document_number',
+        'order_number',
+        'date',
+        'due_date',
+        'status',
+        'currency_code',
+        'subtotal',
+        'tax_total',
+        'discount_total',
+        'total',
+        'amount_paid',
+        'terms',
+        'footer',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'due_date' => 'date',
+        'subtotal' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+        'amount_paid' => MoneyCast::class,
+    ];
+
+    public function client(): BelongsTo
+    {
+        return $this->belongsTo(Client::class);
+    }
+
+    public function vendor(): BelongsTo
+    {
+        return $this->belongsTo(Vendor::class);
+    }
+
+    public function lineItems(): HasMany
+    {
+        return $this->hasMany(DocumentLineItem::class);
+    }
+
+    public function payments(): HasMany
+    {
+        return $this->hasMany(Payment::class);
+    }
 }

app/Models/Accounting/DocumentLineItem.php

 
 namespace App\Models\Accounting;
 
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\AdjustmentCategory;
+use App\Models\Common\Offering;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphToMany;
 
 class DocumentLineItem extends Model
 {
-    /** @use HasFactory<\Database\Factories\Accounting\DocumentLineItemFactory> */
+    use Blamable;
+    use CompanyOwned;
     use HasFactory;
+
+    protected $table = 'document_line_items';
+
+    protected $fillable = [
+        'company_id',
+        'document_id',
+        'offering_id',
+        'description',
+        'quantity',
+        'unit_price',
+        'total',
+        'tax_total',
+        'discount_total',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'unit_price' => MoneyCast::class,
+        'total' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+    ];
+
+    public function document(): BelongsTo
+    {
+        return $this->belongsTo(Document::class);
+    }
+
+    public function offering(): BelongsTo
+    {
+        return $this->belongsTo(Offering::class);
+    }
+
+    public function adjustments(): MorphToMany
+    {
+        return $this->morphToMany(Adjustment::class, 'adjustmentable', 'adjustmentables');
+    }
+
+    public function taxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax);
+    }
+
+    public function discounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount);
+    }
 }

app/Models/Banking/Payment.php

 
 namespace App\Models\Banking;
 
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Models\Accounting\Document;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
 
 class Payment extends Model
 {
-    /** @use HasFactory<\Database\Factories\Banking\PaymentFactory> */
+    use Blamable;
+    use CompanyOwned;
     use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'document_id',
+        'date',
+        'amount',
+        'payment_method',
+        'bank_account_id',
+        'notes',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'amount' => MoneyCast::class,
+    ];
+
+    public function document(): BelongsTo
+    {
+        return $this->belongsTo(Document::class);
+    }
+
+    public function bankAccount(): BelongsTo
+    {
+        return $this->belongsTo(BankAccount::class);
+    }
 }

app/Providers/FilamentCompaniesServiceProvider.php

 use App\Filament\Company\Pages\Reports;
 use App\Filament\Company\Pages\Service\ConnectedAccount;
 use App\Filament\Company\Pages\Service\LiveCurrency;
+use App\Filament\Company\Resources\Accounting\DocumentResource;
 use App\Filament\Company\Resources\Banking\AccountResource;
 use App\Filament\Company\Resources\Common\ClientResource;
 use App\Filament\Company\Resources\Common\OfferingResource;
                             ->icon('heroicon-o-clipboard-document-list')
                             ->extraSidebarAttributes(['class' => 'es-sidebar-group'])
                             ->items([
+                                ...DocumentResource::getNavigationItems(),
                                 ...AccountChart::getNavigationItems(),
                                 ...Transactions::getNavigationItems(),
                             ]),

database/migrations/2024_11_13_214900_create_documents_table.php

     {
         Schema::create('documents', function (Blueprint $table) {
             $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('client_id')->nullable()->constrained('clients')->nullOnDelete();
+            $table->foreignId('vendor_id')->nullable()->constrained('vendors')->nullOnDelete();
+            $table->string('type'); // invoice, bill, etc.
+            $table->string('logo')->nullable();
+            $table->string('header')->nullable();
+            $table->string('subheader')->nullable();
+            $table->string('document_number')->nullable();
+            $table->string('order_number')->nullable(); // PO, SO, etc.
+            $table->date('date')->nullable();
+            $table->date('due_date')->nullable();
+            $table->string('status')->default('draft');
+            $table->string('currency_code')->nullable();
+            $table->integer('subtotal')->default(0);
+            $table->integer('tax_total')->default(0);
+            $table->integer('discount_total')->default(0);
+            $table->integer('total')->default(0);
+            $table->integer('amount_paid')->default(0);
+            $table->integer('amount_due')->storedAs('total - amount_paid');
+            $table->text('terms')->nullable(); // terms, notes
+            $table->text('footer')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2024_11_13_215818_create_payments_table.php

     {
         Schema::create('payments', function (Blueprint $table) {
             $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->date('date');
+            $table->integer('amount');
+            $table->string('payment_method');
+            $table->foreignId('bank_account_id')->nullable()->constrained()->nullOnDelete();
+            $table->text('notes')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2024_11_13_220301_create_document_line_items_table.php

     {
         Schema::create('document_line_items', function (Blueprint $table) {
             $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('offering_id')->nullable()->constrained()->nullOnDelete();
+            $table->string('description')->nullable();
+            $table->integer('quantity')->default(1);
+            $table->integer('unit_price')->default(0);
+            $table->integer('total')->default(0);
+            $table->integer('tax_total')->default(0);
+            $table->integer('discount_total')->default(0);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

package-lock.json

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                 "fsevents": "~2.3.2"
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resources/data/lang/en.json

     "Billing Address": "Billing Address",
     "Shipping Address": "Shipping Address",
     "Secondary Contacts": "Secondary Contacts",
-    "Address Information": "Address Information"
+    "Address Information": "Address Information",
+    "Invoice Header": "Invoice Header",
+    "Invoice Details": "Invoice Details",
+    "Footer": "Footer",
+    "Invoice Footer": "Invoice Footer"
 }

resources/views/filament/forms/components/company-info.blade.php

+<div class="text-xs text-right">
+    <h2 class="text-base font-semibold">{{ $company_name }}</h2>
+    @if($company_address && $company_city && $company_state && $company_zip)
+        <p>{{ $company_address }}</p>
+        <p>{{ $company_city }}, {{ $company_state }} {{ $company_zip }}</p>
+        <p>{{ $company_country }}</p>
+    @endif
+</div>