wip

app/Enums/Accounting/DocumentStatus.php

@@ -1,60 +0,0 @@
-<?php
-
-namespace App\Enums\Accounting;
-
-use Filament\Support\Contracts\HasColor;
-use Filament\Support\Contracts\HasLabel;
-
-enum DocumentStatus: string implements HasColor, HasLabel
-{
-    case Draft = 'draft';
-    case Sent = 'sent';
-
-    case Partial = 'partial';
-
-    case Paid = 'paid';
-
-    case Overdue = 'overdue';
-
-    case Void = 'void';
-
-    case Unpaid = 'unpaid';
-
-    public function getInvoiceStatuses(): array
-    {
-        return [
-            self::Draft,
-            self::Sent,
-            self::Partial,
-            self::Paid,
-            self::Overdue,
-            self::Void,
-        ];
-    }
-
-    public function getBillStatuses(): array
-    {
-        return [
-            self::Partial,
-            self::Paid,
-            self::Unpaid,
-            self::Void,
-        ];
-    }
-
-    public function getLabel(): ?string
-    {
-        return $this->name;
-    }
-
-    public function getColor(): string | array | null
-    {
-        return match ($this) {
-            self::Draft, self::Void => 'gray',
-            self::Sent => 'primary',
-            self::Partial, self::Unpaid => 'warning',
-            self::Paid => 'success',
-            self::Overdue => 'danger',
-        };
-    }
-}

app/Enums/Accounting/DocumentType.php

@@ -1,9 +0,0 @@
-<?php
-
-namespace App\Enums\Accounting;
-
-enum DocumentType: string
-{
-    case Invoice = 'invoice';
-    case Bill = 'bill';
-}

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

@@ -3,10 +3,22 @@
 namespace App\Filament\Company\Resources\Purchases;
 
 use App\Filament\Company\Resources\Purchases\BillResource\Pages;
+use App\Models\Accounting\Adjustment;
 use App\Models\Accounting\Bill;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Common\Offering;
+use App\Utilities\Currency\CurrencyAccessor;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Carbon\CarbonInterface;
+use Filament\Forms;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
+use Filament\Tables;
 use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\Auth;
 
 class BillResource extends Resource
 {
@@ -16,9 +28,228 @@ class BillResource extends Resource
 
     public static function form(Form $form): Form
     {
+        $company = Auth::user()->currentCompany;
+
         return $form
             ->schema([
-                //
+                Forms\Components\Section::make('Bill Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('vendor_id')
+                                    ->relationship('vendor', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required(),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('bill_number')
+                                    ->label('Bill Number')
+                                    ->default(fn () => Bill::getNextDocumentNumber()),
+                                Forms\Components\TextInput::make('order_number')
+                                    ->label('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Bill Date')
+                                    ->default(now()),
+                                Forms\Components\DatePicker::make('due_date')
+                                    ->label('Due Date')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultBill->payment_terms->getDays());
+                                    }),
+                            ])->grow(true),
+                        ])->from('md'),
+                        TableRepeater::make('lineItems')
+                            ->relationship()
+                            ->saveRelationshipsUsing(function (TableRepeater $component, Forms\Contracts\HasForms $livewire, ?array $state) {
+                                if (! is_array($state)) {
+                                    $state = [];
+                                }
+
+                                $relationship = $component->getRelationship();
+
+                                $existingRecords = $component->getCachedExistingRecords();
+
+                                $recordsToDelete = [];
+
+                                foreach ($existingRecords->pluck($relationship->getRelated()->getKeyName()) as $keyToCheckForDeletion) {
+                                    if (array_key_exists("record-{$keyToCheckForDeletion}", $state)) {
+                                        continue;
+                                    }
+
+                                    $recordsToDelete[] = $keyToCheckForDeletion;
+                                    $existingRecords->forget("record-{$keyToCheckForDeletion}");
+                                }
+
+                                $relationship
+                                    ->whereKey($recordsToDelete)
+                                    ->get()
+                                    ->each(static fn (Model $record) => $record->delete());
+
+                                $childComponentContainers = $component->getChildComponentContainers(
+                                    withHidden: $component->shouldSaveRelationshipsWhenHidden(),
+                                );
+
+                                $itemOrder = 1;
+                                $orderColumn = $component->getOrderColumn();
+
+                                $translatableContentDriver = $livewire->makeFilamentTranslatableContentDriver();
+
+                                foreach ($childComponentContainers as $itemKey => $item) {
+                                    $itemData = $item->getState(shouldCallHooksBefore: false);
+
+                                    if ($orderColumn) {
+                                        $itemData[$orderColumn] = $itemOrder;
+
+                                        $itemOrder++;
+                                    }
+
+                                    if ($record = ($existingRecords[$itemKey] ?? null)) {
+                                        $itemData = $component->mutateRelationshipDataBeforeSave($itemData, record: $record);
+
+                                        if ($itemData === null) {
+                                            continue;
+                                        }
+
+                                        $translatableContentDriver ?
+                                            $translatableContentDriver->updateRecord($record, $itemData) :
+                                            $record->fill($itemData)->save();
+
+                                        continue;
+                                    }
+
+                                    $relatedModel = $component->getRelatedModel();
+
+                                    $itemData = $component->mutateRelationshipDataBeforeCreate($itemData);
+
+                                    if ($itemData === null) {
+                                        continue;
+                                    }
+
+                                    if ($translatableContentDriver) {
+                                        $record = $translatableContentDriver->makeRecord($relatedModel, $itemData);
+                                    } else {
+                                        $record = new $relatedModel;
+                                        $record->fill($itemData);
+                                    }
+
+                                    $record = $relationship->save($record);
+                                    $item->model($record)->saveRelationships();
+                                    $existingRecords->push($record);
+                                }
+
+                                $component->getRecord()->setRelation($component->getRelationshipName(), $existingRecords);
+
+                                /** @var Bill $bill */
+                                $bill = $component->getRecord();
+
+                                // Recalculate totals for line items
+                                $bill->lineItems()->each(function (DocumentLineItem $lineItem) {
+                                    $lineItem->updateQuietly([
+                                        'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
+                                        'discount_total' => $lineItem->calculateDiscountTotal()->getAmount(),
+                                    ]);
+                                });
+
+                                $subtotal = $bill->lineItems()->sum('subtotal') / 100;
+                                $taxTotal = $bill->lineItems()->sum('tax_total') / 100;
+                                $discountTotal = $bill->lineItems()->sum('discount_total') / 100;
+                                $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+                                $bill->updateQuietly([
+                                    'subtotal' => $subtotal,
+                                    'tax_total' => $taxTotal,
+                                    'discount_total' => $discountTotal,
+                                    'total' => $grandTotal,
+                                ]);
+                            })
+                            ->headers([
+                                Header::make('Items')->width('15%'),
+                                Header::make('Description')->width('25%'),
+                                Header::make('Quantity')->width('10%'),
+                                Header::make('Price')->width('10%'),
+                                Header::make('Taxes')->width('15%'),
+                                Header::make('Discounts')->width('15%'),
+                                Header::make('Amount')->width('10%')->align('right'),
+                            ])
+                            ->schema([
+                                Forms\Components\Select::make('offering_id')
+                                    ->relationship('purchasableOffering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::with('purchaseTaxes')->find($offeringId);
+
+                                        if ($offeringRecord) {
+                                            $set('description', $offeringRecord->description);
+                                            $set('unit_price', $offeringRecord->price);
+                                            $set('purchaseTaxes', $offeringRecord->purchaseTaxes->pluck('id')->toArray());
+                                            $set('purchaseDiscounts', $offeringRecord->purchaseDiscounts->pluck('id')->toArray());
+                                        }
+                                    }),
+                                Forms\Components\TextInput::make('description'),
+                                Forms\Components\TextInput::make('quantity')
+                                    ->required()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(1),
+                                Forms\Components\TextInput::make('unit_price')
+                                    ->hiddenLabel()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(0),
+                                Forms\Components\Select::make('purchaseTaxes')
+                                    ->relationship('purchaseTaxes', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Select::make('purchaseDiscounts')
+                                    ->relationship('purchaseDiscounts', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Placeholder::make('total')
+                                    ->hiddenLabel()
+                                    ->content(function (Forms\Get $get) {
+                                        $quantity = max((float) ($get('quantity') ?? 0), 0);
+                                        $unitPrice = max((float) ($get('unit_price') ?? 0), 0);
+                                        $purchaseTaxes = $get('purchaseTaxes') ?? [];
+                                        $purchaseDiscounts = $get('purchaseDiscounts') ?? [];
+
+                                        $subtotal = $quantity * $unitPrice;
+
+                                        // Calculate tax amount based on subtotal
+                                        $taxAmount = 0;
+                                        if (! empty($purchaseTaxes)) {
+                                            $taxRates = Adjustment::whereIn('id', $purchaseTaxes)->pluck('rate');
+                                            $taxAmount = collect($taxRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Calculate discount amount based on subtotal
+                                        $discountAmount = 0;
+                                        if (! empty($purchaseDiscounts)) {
+                                            $discountRates = Adjustment::whereIn('id', $purchaseDiscounts)->pluck('rate');
+                                            $discountAmount = collect($discountRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Final total
+                                        $total = $subtotal + ($taxAmount - $discountAmount);
+
+                                        return money($total, CurrencyAccessor::getDefaultCurrency(), true)->format();
+                                    }),
+                            ]),
+                        Forms\Components\Grid::make(6)
+                            ->schema([
+                                Forms\Components\ViewField::make('totals')
+                                    ->columnStart(5)
+                                    ->columnSpan(2)
+                                    ->view('filament.forms.components.bill-totals'),
+                            ]),
+                    ]),
             ]);
     }
 
@@ -26,7 +257,44 @@ class BillResource extends Resource
     {
         return $table
             ->columns([
-                //
+                Tables\Columns\TextColumn::make('status')
+                    ->badge()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('due_date')
+                    ->label('Due')
+                    ->formatStateUsing(function (Tables\Columns\TextColumn $column, mixed $state) {
+                        if (blank($state)) {
+                            return null;
+                        }
+
+                        $date = Carbon::parse($state)
+                            ->setTimezone($timezone ?? $column->getTimezone());
+
+                        if ($date->isToday()) {
+                            return 'Today';
+                        }
+
+                        return $date->diffForHumans([
+                            'options' => CarbonInterface::ONE_DAY_WORDS,
+                        ]);
+                    })
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('bill_number')
+                    ->label('Number')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('vendor.name')
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('total')
+                    ->currency(),
+                Tables\Columns\TextColumn::make('amount_paid')
+                    ->label('Amount Paid')
+                    ->currency(),
+                Tables\Columns\TextColumn::make('amount_due')
+                    ->label('Amount Due')
+                    ->currency(),
             ]);
     }
 

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

@@ -2,10 +2,19 @@
 
 namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Purchases\BillResource;
 use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
 
 class CreateBill extends CreateRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = BillResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
 }

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

@@ -2,12 +2,16 @@
 
 namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Purchases\BillResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
 
 class EditBill extends EditRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = BillResource::class;
 
     protected function getHeaderActions(): array
@@ -16,4 +20,9 @@ class EditBill extends EditRecord
             Actions\DeleteAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
 }

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

@@ -219,7 +219,7 @@ class InvoiceResource extends Resource
                             ])
                             ->schema([
                                 Forms\Components\Select::make('offering_id')
-                                    ->relationship('offering', 'name')
+                                    ->relationship('sellableOffering', 'name')
                                     ->preload()
                                     ->searchable()
                                     ->required()
@@ -425,7 +425,6 @@ class InvoiceResource extends Resource
                     ->label('Number')
                     ->searchable(),
                 Tables\Columns\TextColumn::make('client.name')
-                    ->numeric()
                     ->sortable(),
                 Tables\Columns\TextColumn::make('total')
                     ->currency(),

app/Models/Accounting/Bill.php

@@ -65,4 +65,37 @@ class Bill extends Model
     {
         return $this->morphMany(Payment::class, 'payable');
     }
+
+    public static function getNextDocumentNumber(): string
+    {
+        $company = auth()->user()->currentCompany;
+
+        if (! $company) {
+            throw new \RuntimeException('No current company is set for the user.');
+        }
+
+        $defaultBillSettings = $company->defaultBill;
+
+        $numberPrefix = $defaultBillSettings->number_prefix;
+        $numberDigits = $defaultBillSettings->number_digits;
+
+        $latestDocument = static::query()
+            ->whereNotNull('bill_number')
+            ->latest('bill_number')
+            ->first();
+
+        $lastNumberNumericPart = $latestDocument
+            ? (int) substr($latestDocument->bill_number, strlen($numberPrefix))
+            : 0;
+
+        $numberNext = $lastNumberNumericPart + 1;
+
+        return $defaultBillSettings->getNumberNext(
+            padded: true,
+            format: true,
+            prefix: $numberPrefix,
+            digits: $numberDigits,
+            next: $numberNext
+        );
+    }
 }

app/Models/Accounting/DocumentLineItem.php

@@ -58,6 +58,16 @@ class DocumentLineItem extends Model
         return $this->belongsTo(Offering::class);
     }
 
+    public function sellableOffering(): BelongsTo
+    {
+        return $this->offering()->where('sellable', true);
+    }
+
+    public function purchasableOffering(): BelongsTo
+    {
+        return $this->offering()->where('purchasable', true);
+    }
+
     public function adjustments(): MorphToMany
     {
         return $this->morphToMany(Adjustment::class, 'adjustmentable', 'adjustmentables');
@@ -68,11 +78,21 @@ class DocumentLineItem extends Model
         return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Sales);
     }
 
+    public function purchaseTaxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Purchase);
+    }
+
     public function salesDiscounts(): MorphToMany
     {
         return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Sales);
     }
 
+    public function purchaseDiscounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Purchase);
+    }
+
     public function taxes(): MorphToMany
     {
         return $this->adjustments()->where('category', AdjustmentCategory::Tax);

app/Models/Accounting/Invoice.php

@@ -90,7 +90,7 @@ class Invoice extends Model
             ->first();
 
         $lastNumberNumericPart = $latestDocument
-            ? (int) substr($latestDocument->document_number, strlen($numberPrefix))
+            ? (int) substr($latestDocument->invoice_number, strlen($numberPrefix))
             : 0;
 
         $numberNext = $lastNumberNumericPart + 1;

app/View/Models/BillTotalViewModel.php

@@ -0,0 +1,62 @@
+<?php
+
+namespace App\View\Models;
+
+use App\Models\Accounting\Adjustment;
+use App\Models\Accounting\Bill;
+use App\Utilities\Currency\CurrencyConverter;
+
+class BillTotalViewModel
+{
+    public function __construct(
+        public ?Bill $bill,
+        public ?array $data = null
+    ) {}
+
+    public function buildViewData(): array
+    {
+        $lineItems = collect($this->data['lineItems'] ?? []);
+
+        $subtotal = $lineItems->sum(function ($item) {
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
+
+            return $quantity * $unitPrice;
+        });
+
+        $taxTotal = $lineItems->reduce(function ($carry, $item) {
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
+            $purchaseTaxes = $item['purchaseTaxes'] ?? [];
+            $lineTotal = $quantity * $unitPrice;
+
+            $taxAmount = Adjustment::whereIn('id', $purchaseTaxes)
+                ->pluck('rate')
+                ->sum(fn ($rate) => $lineTotal * ($rate / 100));
+
+            return $carry + $taxAmount;
+        }, 0);
+
+        $discountTotal = $lineItems->reduce(function ($carry, $item) {
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
+            $purchaseDiscounts = $item['purchaseDiscounts'] ?? [];
+            $lineTotal = $quantity * $unitPrice;
+
+            $discountAmount = Adjustment::whereIn('id', $purchaseDiscounts)
+                ->pluck('rate')
+                ->sum(fn ($rate) => $lineTotal * ($rate / 100));
+
+            return $carry + $discountAmount;
+        }, 0);
+
+        $grandTotal = $subtotal + ($taxTotal - $discountTotal);
+
+        return [
+            'subtotal' => CurrencyConverter::formatToMoney($subtotal),
+            'taxTotal' => CurrencyConverter::formatToMoney($taxTotal),
+            'discountTotal' => CurrencyConverter::formatToMoney($discountTotal),
+            'grandTotal' => CurrencyConverter::formatToMoney($grandTotal),
+        ];
+    }
+}

database/migrations/2024_11_27_221657_create_bills_table.php

@@ -19,7 +19,7 @@ return new class extends Migration
             $table->string('order_number')->nullable(); // PO, SO, etc.
             $table->date('date')->nullable();
             $table->date('due_date')->nullable();
-            $table->string('status')->default('draft');
+            $table->string('status')->default('unpaid');
             $table->string('currency_code')->nullable();
             $table->integer('subtotal')->default(0);
             $table->integer('tax_total')->default(0);

resources/data/lang/en.json

@@ -211,5 +211,6 @@
     "Invoice Header": "Invoice Header",
     "Invoice Details": "Invoice Details",
     "Footer": "Footer",
-    "Invoice Footer": "Invoice Footer"
+    "Invoice Footer": "Invoice Footer",
+    "Bill Details": "Bill Details"
 }

resources/views/filament/forms/components/bill-totals.blade.php

@@ -0,0 +1,34 @@
+@use('App\Utilities\Currency\CurrencyAccessor')
+
+@php
+    $data = $this->form->getRawState();
+    $viewModel = new \App\View\Models\BillTotalViewModel($this->record, $data);
+    extract($viewModel->buildViewData(), \EXTR_SKIP);
+@endphp
+
+<div class="totals-summary w-full pr-14">
+    <table class="w-full text-right table-fixed">
+        <tbody>
+            <tr>
+                <td class="w-2/3 text-sm px-4 py-2 font-medium leading-6 text-gray-950 dark:text-white">Subtotal:</td>
+                <td class="w-1/3 text-sm pl-4 py-2 leading-6">{{ $subtotal }}</td>
+            </tr>
+            <tr>
+                <td class="w-2/3 text-sm px-4 py-2 font-medium leading-6 text-gray-950 dark:text-white">Taxes:</td>
+                <td class="w-1/3 text-sm pl-4 py-2 leading-6">{{ $taxTotal }}</td>
+            </tr>
+            <tr>
+                <td class="w-2/3 text-sm px-4 py-2 font-medium leading-6 text-gray-950 dark:text-white">Discounts:</td>
+                <td class="w-1/3 text-sm pl-4 py-2 leading-6">({{ $discountTotal }})</td>
+            </tr>
+            <tr class="font-semibold">
+                <td class="w-2/3 text-sm px-4 py-2 font-medium leading-6 text-gray-950 dark:text-white">Total:</td>
+                <td class="w-1/3 text-sm pl-4 py-2 leading-6">{{ $grandTotal }}</td>
+            </tr>
+        </tbody>
+    </table>
+</div>
+
+
+
+