wip budgets

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

@@ -6,7 +6,6 @@ use App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 use App\Filament\Forms\Components\CustomSection;
 use App\Models\Accounting\Account;
 use App\Models\Accounting\Budget;
-use App\Models\Accounting\BudgetItem;
 use Filament\Forms;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
@@ -56,7 +55,6 @@ class BudgetResource extends Resource
                 Forms\Components\Section::make('Budget Items')
                     ->schema([
                         Forms\Components\Repeater::make('budgetItems')
-                            ->relationship()
                             ->columns(4)
                             ->hiddenLabel()
                             ->schema([
@@ -95,14 +93,41 @@ class BudgetResource extends Resource
     {
         return $table
             ->columns([
-                //
+                Tables\Columns\TextColumn::make('name')
+                    ->sortable()
+                    ->searchable(),
+
+                Tables\Columns\TextColumn::make('interval_type')
+                    ->label('Interval')
+                    ->sortable()
+                    ->badge()
+                    ->formatStateUsing(fn (string $state) => ucfirst($state)),
+
+                Tables\Columns\TextColumn::make('start_date')
+                    ->label('Start Date')
+                    ->date()
+                    ->sortable(),
+
+                Tables\Columns\TextColumn::make('end_date')
+                    ->label('End Date')
+                    ->date()
+                    ->sortable(),
+
+                Tables\Columns\TextColumn::make('total_budgeted_amount')
+                    ->label('Total Budgeted')
+                    ->money()
+                    ->sortable()
+                    ->alignEnd()
+                    ->formatStateUsing(fn (Budget $record) => $record->budgetItems->sum(fn ($item) => $item->allocations->sum('amount'))),
             ])
             ->filters([
                 //
             ])
             ->actions([
-                Tables\Actions\ViewAction::make(),
-                Tables\Actions\EditAction::make(),
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\EditAction::make(),
+                ]),
             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([
@@ -206,53 +231,6 @@ class BudgetResource extends Resource
         return $fields;
     }
 
-    /**
-     * Generates an array of interval labels (e.g., Jan 2024, Q1 2024, etc.).
-     */
-    private static function generateIntervals(string $startDate, string $endDate, string $intervalType): array
-    {
-        $start = Carbon::parse($startDate);
-        $end = Carbon::parse($endDate);
-        $intervals = [];
-
-        while ($start->lte($end)) {
-            if ($intervalType === 'month') {
-                $intervals[] = $start->format('M Y'); // Example: Jan 2024
-                $start->addMonth();
-            } elseif ($intervalType === 'quarter') {
-                $intervals[] = 'Q' . $start->quarter . ' ' . $start->year; // Example: Q1 2024
-                $start->addQuarter();
-            } elseif ($intervalType === 'year') {
-                $intervals[] = $start->year; // Example: 2024
-                $start->addYear();
-            }
-        }
-
-        return $intervals;
-    }
-
-    /**
-     * Saves budget allocations correctly in `budget_allocations` table.
-     */
-    public static function saveBudgetAllocations(BudgetItem $record, array $data): void
-    {
-        $record->update($data);
-
-        $intervals = self::generateIntervals($data['start_date'], $data['end_date'], $data['interval_type']);
-
-        foreach ($intervals as $interval) {
-            $record->allocations()->updateOrCreate(
-                ['period' => $interval],
-                [
-                    'interval_type' => $data['interval_type'],
-                    'start_date' => Carbon::parse($interval)->startOfMonth(),
-                    'end_date' => Carbon::parse($interval)->endOfMonth(),
-                    'amount' => $data['allocations'][$interval] ?? 0,
-                ]
-            );
-        }
-    }
-
     public static function getRelations(): array
     {
         return [

app/Filament/Company/Resources/Accounting/BudgetResource/Pages/CreateBudget.php

@@ -3,8 +3,11 @@
 namespace App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 
 use App\Filament\Company\Resources\Accounting\BudgetResource;
+use App\Models\Accounting\Budget;
+use App\Models\Accounting\BudgetItem;
 use Filament\Resources\Pages\CreateRecord;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
 
 class CreateBudget extends CreateRecord
 {
@@ -12,8 +15,47 @@ class CreateBudget extends CreateRecord
 
     protected function handleRecordCreation(array $data): Model
     {
-        ray($data);
+        /** @var Budget $budget */
+        $budget = Budget::create([
+            'name' => $data['name'],
+            'interval_type' => $data['interval_type'],
+            'start_date' => $data['start_date'],
+            'end_date' => $data['end_date'],
+            'notes' => $data['notes'] ?? null,
+        ]);
 
-        return parent::handleRecordCreation($data); // TODO: Change the autogenerated stub
+        foreach ($data['budgetItems'] as $itemData) {
+            /** @var BudgetItem $budgetItem */
+            $budgetItem = $budget->budgetItems()->create([
+                'account_id' => $itemData['account_id'],
+            ]);
+
+            $allocationStart = Carbon::parse($data['start_date']);
+
+            foreach ($itemData['amounts'] as $periodLabel => $amount) {
+                $allocationEnd = self::calculateEndDate($allocationStart, $data['interval_type']);
+
+                $budgetItem->allocations()->create([
+                    'period' => $periodLabel,
+                    'interval_type' => $data['interval_type'],
+                    'start_date' => $allocationStart->toDateString(),
+                    'end_date' => $allocationEnd->toDateString(),
+                    'amount' => $amount,
+                ]);
+
+                $allocationStart = $allocationEnd->addDay();
+            }
+        }
+
+        return $budget;
+    }
+
+    private static function calculateEndDate(Carbon $startDate, string $intervalType): Carbon
+    {
+        return match ($intervalType) {
+            'quarter' => $startDate->copy()->addMonths(2)->endOfMonth(),
+            'year' => $startDate->copy()->endOfYear(),
+            default => $startDate->copy()->endOfMonth(),
+        };
     }
 }

app/Filament/Company/Resources/Accounting/BudgetResource/Pages/EditBudget.php

@@ -3,8 +3,12 @@
 namespace App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
 
 use App\Filament\Company\Resources\Accounting\BudgetResource;
+use App\Models\Accounting\Budget;
+use App\Models\Accounting\BudgetItem;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
 
 class EditBudget extends EditRecord
 {
@@ -17,4 +21,81 @@ class EditBudget extends EditRecord
             Actions\DeleteAction::make(),
         ];
     }
+
+    protected function mutateFormDataBeforeFill(array $data): array
+    {
+        /** @var Budget $budget */
+        $budget = $this->record;
+
+        $data['budgetItems'] = $budget->budgetItems->map(function ($budgetItem) {
+            return [
+                'id' => $budgetItem->id,
+                'account_id' => $budgetItem->account_id,
+                'total_amount' => $budgetItem->allocations->sum('amount'), // Calculate total dynamically
+                'amounts' => $budgetItem->allocations->mapWithKeys(function ($allocation) {
+                    return [$allocation->period => $allocation->amount]; // Use the correct period label
+                })->toArray(),
+            ];
+        })->toArray();
+
+        return $data;
+    }
+
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        /** @var Budget $budget */
+        $budget = $record;
+
+        $budget->update([
+            'name' => $data['name'],
+            'interval_type' => $data['interval_type'],
+            'start_date' => $data['start_date'],
+            'end_date' => $data['end_date'],
+            'notes' => $data['notes'] ?? null,
+        ]);
+
+        $budgetItemIds = [];
+
+        foreach ($data['budgetItems'] as $itemData) {
+            /** @var BudgetItem $budgetItem */
+            $budgetItem = $budget->budgetItems()->updateOrCreate(
+                ['id' => $itemData['id'] ?? null],
+                ['account_id' => $itemData['account_id']]
+            );
+
+            $budgetItemIds[] = $budgetItem->id;
+
+            $budgetItem->allocations()->delete();
+
+            $allocationStart = Carbon::parse($data['start_date']);
+
+            foreach ($itemData['amounts'] as $periodLabel => $amount) {
+                $allocationEnd = self::calculateEndDate($allocationStart, $data['interval_type']);
+
+                // Recreate allocations
+                $budgetItem->allocations()->create([
+                    'period' => $periodLabel,
+                    'interval_type' => $data['interval_type'],
+                    'start_date' => $allocationStart->toDateString(),
+                    'end_date' => $allocationEnd->toDateString(),
+                    'amount' => $amount,
+                ]);
+
+                $allocationStart = $allocationEnd->addDay();
+            }
+        }
+
+        $budget->budgetItems()->whereNotIn('id', $budgetItemIds)->delete();
+
+        return $budget;
+    }
+
+    private static function calculateEndDate(Carbon $startDate, string $intervalType): Carbon
+    {
+        return match ($intervalType) {
+            'quarter' => $startDate->copy()->addMonths(2)->endOfMonth(),
+            'year' => $startDate->copy()->endOfYear(),
+            default => $startDate->copy()->endOfMonth(),
+        };
+    }
 }

app/Models/Accounting/BudgetAllocation.php

@@ -2,7 +2,7 @@
 
 namespace App\Models\Accounting;
 
-use App\Casts\MoneyCast;
+use App\Casts\DocumentMoneyCast;
 use App\Concerns\CompanyOwned;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -26,7 +26,7 @@ class BudgetAllocation extends Model
     protected $casts = [
         'start_date' => 'date',
         'end_date' => 'date',
-        'amount' => MoneyCast::class,
+        'amount' => DocumentMoneyCast::class,
     ];
 
     public function budgetItem(): BelongsTo