wip Recurring Invoices

app/Enums/Accounting/IntervalType.php

@@ -24,6 +24,26 @@ enum IntervalType: string implements HasLabel
         };
     }
 
+    public function getSingularLabel(): ?string
+    {
+        return match ($this) {
+            self::Day => 'Day',
+            self::Week => 'Week',
+            self::Month => 'Month',
+            self::Year => 'Year',
+        };
+    }
+
+    public function getPluralLabel(): ?string
+    {
+        return match ($this) {
+            self::Day => 'Days',
+            self::Week => 'Weeks',
+            self::Month => 'Months',
+            self::Year => 'Years',
+        };
+    }
+
     public function isDay(): bool
     {
         return $this === self::Day;

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

@@ -283,12 +283,22 @@ class RecurringInvoiceResource extends Resource
                 Tables\Columns\TextColumn::make('client.name')
                     ->sortable()
                     ->searchable(),
+                Tables\Columns\TextColumn::make('schedule')
+                    ->label('Schedule')
+                    ->getStateUsing(function (RecurringInvoice $record) {
+                        return $record->getScheduleDescription();
+                    })
+                    ->description(function (RecurringInvoice $record) {
+                        return $record->getTimelineDescription();
+                    }),
                 Tables\Columns\TextColumn::make('last_date')
                     ->label('Last Invoice')
+                    ->date()
                     ->sortable()
                     ->searchable(),
                 Tables\Columns\TextColumn::make('next_date')
                     ->label('Next Invoice')
+                    ->date()
                     ->sortable()
                     ->searchable(),
                 Tables\Columns\TextColumn::make('total')

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

@@ -296,7 +296,7 @@ class ViewRecurringInvoice extends ViewRecord
                     ])
                     ->headerActions([
                         Forms\Components\Actions\Action::make('save')
-                            ->label('Save')
+                            ->label('Submit and Approve')
                             ->button()
                             ->successNotificationTitle('Scheduling saved')
                             ->action(function (Forms\Components\Actions\Action $action) {
@@ -313,5 +313,7 @@ class ViewRecurringInvoice extends ViewRecord
         $state = $this->form->getState();
 
         $this->getRecord()->update($state);
+
+        $this->getRecord()->markAsApproved();
     }
 }

app/Models/Accounting/RecurringInvoice.php

@@ -19,14 +19,18 @@ use App\Enums\Accounting\RecurringInvoiceStatus;
 use App\Enums\Setting\PaymentTerms;
 use App\Models\Common\Client;
 use App\Models\Setting\Currency;
+use App\Observers\RecurringInvoiceObserver;
 use Illuminate\Database\Eloquent\Attributes\CollectedBy;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Database\Eloquent\Relations\MorphMany;
+use Illuminate\Support\Carbon;
 
 #[CollectedBy(DocumentCollection::class)]
+#[ObservedBy(RecurringInvoiceObserver::class)]
 class RecurringInvoice extends Model
 {
     use Blamable;
@@ -161,4 +165,156 @@ class RecurringInvoice extends Model
     {
         return $this->lineItems()->exists();
     }
+
+    public function getScheduleDescription(): string
+    {
+        $frequency = $this->frequency;
+
+        return match (true) {
+            $frequency->isDaily() => 'Repeat daily',
+
+            $frequency->isWeekly() && $this->day_of_week => "Repeat weekly every {$this->day_of_week->getLabel()}",
+
+            $frequency->isMonthly() && $this->day_of_month => "Repeat monthly on the {$this->day_of_month->getLabel()} day",
+
+            $frequency->isYearly() && $this->month && $this->day_of_month => "Repeat yearly on {$this->month->getLabel()} {$this->day_of_month->getLabel()}",
+
+            $frequency->isCustom() => $this->getCustomScheduleDescription(),
+
+            default => 'Schedule not configured'
+        };
+    }
+
+    private function getCustomScheduleDescription(): string
+    {
+        $interval = $this->interval_value > 1
+            ? "{$this->interval_value} {$this->interval_type->getPluralLabel()}"
+            : $this->interval_type->getSingularLabel();
+
+        $dayDescription = match (true) {
+            $this->interval_type->isWeek() && $this->day_of_week => " on {$this->day_of_week->getLabel()}",
+
+            $this->interval_type->isMonth() && $this->day_of_month => " on the {$this->day_of_month->getLabel()} day",
+
+            $this->interval_type->isYear() && $this->month && $this->day_of_month => " on {$this->month->getLabel()} {$this->day_of_month->getLabel()}",
+
+            default => ''
+        };
+
+        return "Repeat every {$interval}{$dayDescription}";
+    }
+
+    /**
+     * Get a human-readable description of when the schedule ends.
+     */
+    public function getEndDescription(): string
+    {
+        if (! $this->end_type) {
+            return 'Not configured';
+        }
+
+        return match (true) {
+            $this->end_type->isNever() => 'Never',
+
+            $this->end_type->isAfter() && $this->max_occurrences => "After {$this->max_occurrences} " . str($this->max_occurrences === 1 ? 'invoice' : 'invoices'),
+
+            $this->end_type->isOn() && $this->end_date => 'On ' . $this->end_date->toDefaultDateFormat(),
+
+            default => 'Not configured'
+        };
+    }
+
+    /**
+     * Get the schedule timeline description.
+     */
+    public function getTimelineDescription(): string
+    {
+        $parts = [];
+
+        if ($this->start_date) {
+            $parts[] = 'First Invoice: ' . $this->start_date->toDefaultDateFormat();
+        }
+
+        if ($this->end_type) {
+            $parts[] = 'Ends: ' . $this->getEndDescription();
+        }
+
+        return implode(', ', $parts);
+    }
+
+    /**
+     * Get next occurrence date based on the schedule.
+     */
+    public function calculateNextDate(): ?\Carbon\Carbon
+    {
+        $lastDate = $this->last_date ?? $this->start_date;
+        if (! $lastDate) {
+            return null;
+        }
+
+        $nextDate = match (true) {
+            $this->frequency->isDaily() => $lastDate->addDay(),
+
+            $this->frequency->isWeekly() => $lastDate->addWeek(),
+
+            $this->frequency->isMonthly() => $lastDate->addMonth(),
+
+            $this->frequency->isYearly() => $lastDate->addYear(),
+
+            $this->frequency->isCustom() => $this->calculateCustomNextDate($lastDate),
+
+            default => null
+        };
+
+        // Check if we've reached the end
+        if ($this->hasReachedEnd($nextDate)) {
+            return null;
+        }
+
+        return $nextDate;
+    }
+
+    /**
+     * Calculate next date for custom intervals
+     */
+    protected function calculateCustomNextDate(Carbon $lastDate): ?\Carbon\Carbon
+    {
+        $value = $this->interval_value ?? 1;
+
+        return match ($this->interval_type) {
+            IntervalType::Day => $lastDate->addDays($value),
+            IntervalType::Week => $lastDate->addWeeks($value),
+            IntervalType::Month => $lastDate->addMonths($value),
+            IntervalType::Year => $lastDate->addYears($value),
+            default => null
+        };
+    }
+
+    /**
+     * Check if the schedule has reached its end
+     */
+    public function hasReachedEnd(?Carbon $nextDate = null): bool
+    {
+        if (! $this->end_type) {
+            return false;
+        }
+
+        return match (true) {
+            $this->end_type->isNever() => false,
+
+            $this->end_type->isAfter() => ($this->occurrences_count ?? 0) >= ($this->max_occurrences ?? 0),
+
+            $this->end_type->isOn() && $this->end_date && $nextDate => $nextDate->greaterThan($this->end_date),
+
+            default => false
+        };
+    }
+
+    public function markAsApproved(): void
+    {
+        $this->update([
+            'approved_at' => now(),
+            'status' => RecurringInvoiceStatus::Active,
+        ]);
+    }
 }

app/Observers/RecurringInvoiceObserver.php

@@ -0,0 +1,26 @@
+<?php
+
+namespace App\Observers;
+
+use App\Models\Accounting\RecurringInvoice;
+
+class RecurringInvoiceObserver
+{
+    /**
+     * Handle the RecurringInvoice "updated" event.
+     */
+    public function updated(RecurringInvoice $recurringInvoice): void
+    {
+        $recurringInvoice->updateQuietly([
+            'next_date' => $recurringInvoice->calculateNextDate(),
+        ]);
+    }
+
+    /**
+     * Handle the RecurringInvoice "deleted" event.
+     */
+    public function deleted(RecurringInvoice $recurringInvoice): void
+    {
+        //
+    }
+}

resources/data/lang/en.json

@@ -218,5 +218,6 @@
     "Estimate Details": "Estimate Details",
     "Estimate Footer": "Estimate Footer",
     "Scheduling": "Scheduling",
-    "Scheduling Form": "Scheduling Form"
+    "Scheduling Form": "Scheduling Form",
+    "Approve": "Approve"
 }