wip Recurring Invoices

app/Enums/Accounting/DocumentType.php

@@ -10,18 +10,22 @@ enum DocumentType: string implements HasIcon, HasLabel
     case Invoice = 'invoice';
     case Bill = 'bill';
     case Estimate = 'estimate';
+    case RecurringInvoice = 'recurring_invoice';
 
     public const DEFAULT = self::Invoice->value;
 
     public function getLabel(): ?string
     {
-        return $this->name;
+        return match ($this) {
+            self::Invoice, self::Bill, self::Estimate => $this->name,
+            self::RecurringInvoice => 'Recurring Invoice',
+        };
     }
 
     public function getIcon(): ?string
     {
         return match ($this->value) {
-            self::Invoice->value => 'heroicon-o-document-duplicate',
+            self::Invoice->value, self::RecurringInvoice->value => 'heroicon-o-document-duplicate',
             self::Bill->value => 'heroicon-o-clipboard-document-list',
             self::Estimate->value => 'heroicon-o-document-text',
         };
@@ -30,7 +34,7 @@ enum DocumentType: string implements HasIcon, HasLabel
     public function getTaxKey(): string
     {
         return match ($this) {
-            self::Invoice, self::Estimate => 'salesTaxes',
+            self::Invoice, self::RecurringInvoice, self::Estimate => 'salesTaxes',
             self::Bill => 'purchaseTaxes',
         };
     }
@@ -38,7 +42,7 @@ enum DocumentType: string implements HasIcon, HasLabel
     public function getDiscountKey(): string
     {
         return match ($this) {
-            self::Invoice, self::Estimate => 'salesDiscounts',
+            self::Invoice, self::RecurringInvoice, self::Estimate => 'salesDiscounts',
             self::Bill => 'purchaseDiscounts',
         };
     }
@@ -52,6 +56,15 @@ enum DocumentType: string implements HasIcon, HasLabel
                 'reference_number' => 'P.O/S.O Number',
                 'date' => 'Invoice Date',
                 'due_date' => 'Payment Due',
+                'amount_due' => 'Amount Due',
+            ],
+            self::RecurringInvoice => [
+                'title' => 'Recurring Invoice',
+                'number' => 'Invoice Number',
+                'reference_number' => 'P.O/S.O Number',
+                'date' => 'Invoice Date',
+                'due_date' => 'Payment Due',
+                'amount_due' => 'Amount Due',
             ],
             self::Estimate => [
                 'title' => 'Estimate',
@@ -59,6 +72,7 @@ enum DocumentType: string implements HasIcon, HasLabel
                 'reference_number' => 'Reference Number',
                 'date' => 'Estimate Date',
                 'due_date' => 'Expiration Date',
+                'amount_due' => 'Grand Total',
             ],
             self::Bill => [
                 'title' => 'Bill',
@@ -66,6 +80,7 @@ enum DocumentType: string implements HasIcon, HasLabel
                 'reference_number' => 'P.O/S.O Number',
                 'date' => 'Bill Date',
                 'due_date' => 'Payment Due',
+                'amount_due' => 'Amount Due',
             ],
         };
     }

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

@@ -320,6 +320,7 @@ class RecurringInvoiceResource extends Resource
                     Tables\Actions\EditAction::make(),
                     Tables\Actions\ViewAction::make(),
                     Tables\Actions\DeleteAction::make(),
+                    RecurringInvoice::getUpdateScheduleAction(Tables\Actions\Action::class),
                 ]),
             ])
             ->bulkActions([

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

@@ -3,20 +3,23 @@
 namespace App\Filament\Company\Resources\Sales\RecurringInvoiceResource\Pages;
 
 use App\Enums\Accounting\DayOfMonth;
-use App\Enums\Accounting\DayOfWeek;
-use App\Enums\Accounting\EndType;
-use App\Enums\Accounting\Frequency;
-use App\Enums\Accounting\IntervalType;
-use App\Enums\Accounting\Month;
+use App\Enums\Accounting\DocumentType;
+use App\Filament\Company\Resources\Sales\ClientResource;
 use App\Filament\Company\Resources\Sales\RecurringInvoiceResource;
-use App\Filament\Forms\Components\LabeledField;
-use App\Models\Setting\CompanyProfile;
-use App\Utilities\Localization\Timezone;
-use Filament\Forms;
-use Filament\Forms\Form;
+use App\Filament\Infolists\Components\DocumentPreview;
+use App\Models\Accounting\RecurringInvoice;
+use CodeWithDennis\SimpleAlert\Components\Infolists\SimpleAlert;
+use Filament\Actions;
+use Filament\Infolists\Components\Actions\Action;
+use Filament\Infolists\Components\Grid;
+use Filament\Infolists\Components\Section;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Infolist;
 use Filament\Resources\Pages\ViewRecord;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\IconPosition;
+use Filament\Support\Enums\IconSize;
 use Filament\Support\Enums\MaxWidth;
-use Guava\FilamentClusters\Forms\Cluster;
 
 class ViewRecurringInvoice extends ViewRecord
 {
@@ -35,285 +38,89 @@ class ViewRecurringInvoice extends ViewRecord
         return MaxWidth::SixExtraLarge;
     }
 
-    public function form(Form $form): Form
+    protected function getHeaderActions(): array
     {
-        return $form
-            ->disabled(false)
+        return [
+            Actions\ActionGroup::make([
+                Actions\EditAction::make(),
+                Actions\DeleteAction::make(),
+                RecurringInvoice::getUpdateScheduleAction(),
+                RecurringInvoice::getApproveDraftAction(),
+            ])
+                ->label('Actions')
+                ->button()
+                ->outlined()
+                ->dropdownPlacement('bottom-end')
+                ->icon('heroicon-c-chevron-down')
+                ->iconSize(IconSize::Small)
+                ->iconPosition(IconPosition::After),
+        ];
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
             ->schema([
-                Forms\Components\Section::make('Scheduling')
+                SimpleAlert::make('scheduleIsNotSet')
+                    ->info()
+                    ->title('Schedule Not Set')
+                    ->description('The schedule for this recurring invoice has not been set. You must set a schedule before you can approve this draft and start creating invoices.')
+                    ->visible(fn (RecurringInvoice $record) => ! $record->hasSchedule())
+                    ->columnSpanFull()
+                    ->actions([
+                        RecurringInvoice::getUpdateScheduleAction(Action::class)
+                            ->outlined(),
+                    ]),
+                Section::make('Invoice Details')
+                    ->columns(4)
                     ->schema([
-                        Forms\Components\Group::make([
-                            Forms\Components\Select::make('frequency')
-                                ->label('Repeat this invoice')
-                                ->inlineLabel()
-                                ->options(Frequency::class)
-                                ->softRequired()
-                                ->live()
-                                ->afterStateUpdated(function (Forms\Set $set, $state) {
-                                    $frequency = Frequency::parse($state);
-
-                                    if ($frequency->isDaily()) {
-                                        $set('interval_value', null);
-                                        $set('interval_type', null);
-                                    }
-
-                                    if ($frequency->isWeekly()) {
-                                        $currentDayOfWeek = now()->dayOfWeek;
-                                        $currentDayOfWeek = DayOfWeek::parse($currentDayOfWeek);
-                                        $set('day_of_week', $currentDayOfWeek);
-                                        $set('interval_value', null);
-                                        $set('interval_type', null);
-                                    }
-
-                                    if ($frequency->isMonthly()) {
-                                        $set('day_of_month', DayOfMonth::First);
-                                        $set('interval_value', null);
-                                        $set('interval_type', null);
-                                    }
-
-                                    if ($frequency->isYearly()) {
-                                        $currentMonth = now()->month;
-                                        $currentMonth = Month::parse($currentMonth);
-                                        $set('month', $currentMonth);
-
-                                        $currentDay = now()->dayOfMonth;
-                                        $currentDay = DayOfMonth::parse($currentDay);
-                                        $set('day_of_month', $currentDay);
-
-                                        $set('interval_value', null);
-                                        $set('interval_type', null);
-                                    }
-
-                                    if ($frequency->isCustom()) {
-                                        $set('interval_value', 1);
-                                        $set('interval_type', IntervalType::Month);
-
-                                        $currentDay = now()->dayOfMonth;
-                                        $currentDay = DayOfMonth::parse($currentDay);
-                                        $set('day_of_month', $currentDay);
-                                    }
-                                }),
-
-                            // Custom frequency fields
-
-                            LabeledField::make()
-                                ->prefix('every')
-                                ->schema([
-                                    Cluster::make([
-                                        Forms\Components\TextInput::make('interval_value')
-                                            ->label('every')
-                                            ->numeric()
-                                            ->default(1),
-                                        Forms\Components\Select::make('interval_type')
-                                            ->label('Interval Type')
-                                            ->options(IntervalType::class)
-                                            ->softRequired()
-                                            ->default(IntervalType::Month)
-                                            ->live()
-                                            ->afterStateUpdated(function (Forms\Set $set, $state) {
-                                                $intervalType = IntervalType::parse($state);
-
-                                                if ($intervalType->isWeek()) {
-                                                    $currentDayOfWeek = now()->dayOfWeek;
-                                                    $currentDayOfWeek = DayOfWeek::parse($currentDayOfWeek);
-                                                    $set('day_of_week', $currentDayOfWeek);
-                                                }
-
-                                                if ($intervalType->isMonth()) {
-                                                    $currentDay = now()->dayOfMonth;
-                                                    $currentDay = DayOfMonth::parse($currentDay);
-                                                    $set('day_of_month', $currentDay);
-                                                }
-
-                                                if ($intervalType->isYear()) {
-                                                    $currentMonth = now()->month;
-                                                    $currentMonth = Month::parse($currentMonth);
-                                                    $set('month', $currentMonth);
-
-                                                    $currentDay = now()->dayOfMonth;
-                                                    $currentDay = DayOfMonth::parse($currentDay);
-                                                    $set('day_of_month', $currentDay);
-                                                }
-                                            }),
-                                    ])
-                                        ->live()
-                                        ->hiddenLabel(),
-                                ])
-                                ->visible(fn (Forms\Get $get) => Frequency::parse($get('frequency'))->isCustom()),
-
-                            LabeledField::make()
-                                ->prefix(function (Forms\Get $get) {
-                                    $frequency = Frequency::parse($get('frequency'));
-                                    $intervalType = IntervalType::parse($get('interval_type'));
-
-                                    if ($frequency->isYearly()) {
-                                        return 'every';
-                                    }
-
-                                    if ($frequency->isCustom() && $intervalType?->isYear()) {
-                                        return 'in';
-                                    }
-
-                                    return null;
-                                })
-                                ->schema([
-                                    Forms\Components\Select::make('month')
-                                        ->hiddenLabel()
-                                        ->options(Month::class)
-                                        ->live()
-                                        ->softRequired(),
-                                ])
-                                ->visible(fn (Forms\Get $get) => Frequency::parse($get('frequency'))->isYearly() || IntervalType::parse($get('interval_type'))?->isYear()),
-
-                            LabeledField::make()
-                                ->prefix('on the')
-                                ->suffix(function (Forms\Get $get) {
-                                    $frequency = Frequency::parse($get('frequency'));
-                                    $intervalType = IntervalType::parse($get('interval_type'));
-
-                                    if ($frequency->isMonthly()) {
-                                        return 'day of every month';
-                                    }
-
-                                    if ($frequency->isYearly() || ($frequency->isCustom() && $intervalType->isMonth()) || ($frequency->isCustom() && $intervalType->isYear())) {
-                                        return 'day of the month';
-                                    }
-
-                                    return null;
-                                })
-                                ->schema([
-                                    Forms\Components\Select::make('day_of_month')
-                                        ->hiddenLabel()
-                                        ->inlineLabel()
-                                        ->options(DayOfMonth::class)
-                                        ->live()
-                                        ->softRequired(),
-                                ])
-                                ->visible(fn (Forms\Get $get) => Frequency::parse($get('frequency'))?->isMonthly() || Frequency::parse($get('frequency'))?->isYearly() || IntervalType::parse($get('interval_type'))?->isMonth() || IntervalType::parse($get('interval_type'))?->isYear()),
-
-                            LabeledField::make()
-                                ->prefix(function (Forms\Get $get) {
-                                    $frequency = Frequency::parse($get('frequency'));
-                                    $intervalType = IntervalType::parse($get('interval_type'));
-
-                                    if ($frequency->isWeekly()) {
-                                        return 'every';
-                                    }
-
-                                    if ($frequency->isCustom() && $intervalType->isWeek()) {
-                                        return 'on';
-                                    }
-
-                                    return null;
-                                })
-                                ->schema([
-                                    Forms\Components\Select::make('day_of_week')
-                                        ->hiddenLabel()
-                                        ->options(DayOfWeek::class)
-                                        ->live()
-                                        ->softRequired(),
-                                ])
-                                ->visible(fn (Forms\Get $get) => Frequency::parse($get('frequency'))?->isWeekly() || IntervalType::parse($get('interval_type'))?->isWeek()),
-                        ])->columns(2),
-
-                        Forms\Components\Group::make([
-                            Forms\Components\DatePicker::make('start_date')
-                                ->label('Create first invoice on')
-                                ->inlineLabel()
-                                ->softRequired(),
-
-                            LabeledField::make()
-                                ->prefix('and end')
-                                ->suffix(function (Forms\Get $get) {
-                                    $endType = EndType::parse($get('end_type'));
-
-                                    if ($endType->isAfter()) {
-                                        return 'invoices';
-                                    }
-
-                                    return null;
-                                })
-                                ->schema(function (Forms\Get $get) {
-                                    $components = [];
-
-                                    $components[] = Forms\Components\Select::make('end_type')
-                                        ->hiddenLabel()
-                                        ->options(EndType::class)
-                                        ->softRequired()
-                                        ->live()
-                                        ->afterStateUpdated(function (Forms\Set $set, $state) {
-                                            $endType = EndType::parse($state);
-
-                                            if ($endType->isNever()) {
-                                                $set('max_occurrences', null);
-                                                $set('end_date', null);
-                                            }
-
-                                            if ($endType->isAfter()) {
-                                                $set('max_occurrences', 1);
-                                                $set('end_date', null);
-                                            }
-
-                                            if ($endType->isOn()) {
-                                                $set('max_occurrences', null);
-                                                $set('end_date', now()->addMonth()->startOfMonth());
-                                            }
-                                        });
-
-                                    $endType = EndType::parse($get('end_type'));
-
-                                    if ($endType->isAfter()) {
-                                        $components[] = Forms\Components\TextInput::make('max_occurrences')
-                                            ->numeric()
-                                            ->live();
-                                    }
-
-                                    if ($endType->isOn()) {
-                                        $components[] = Forms\Components\DatePicker::make('end_date')
-                                            ->live();
-                                    }
-
-                                    return [
-                                        Cluster::make($components)
-                                            ->hiddenLabel(),
-                                    ];
-                                }),
-                        ])->columns(2),
-
-                        Forms\Components\Group::make([
-                            LabeledField::make()
-                                ->prefix('Create in')
-                                ->suffix('time zone')
-                                ->schema([
-                                    Forms\Components\Select::make('timezone')
-                                        ->softRequired()
-                                        ->hiddenLabel()
-                                        ->options(Timezone::getTimezoneOptions(CompanyProfile::first()->country))
-                                        ->searchable(),
-                                ])
-                                ->columns(1),
-                        ])->columns(2),
-                    ])
-                    ->headerActions([
-                        Forms\Components\Actions\Action::make('save')
-                            ->label('Submit and Approve')
-                            ->button()
-                            ->successNotificationTitle('Scheduling saved')
-                            ->action(function (Forms\Components\Actions\Action $action) {
-                                $this->save();
-
-                                $action->success();
-                            }),
+                        Grid::make(1)
+                            ->schema([
+                                TextEntry::make('status')
+                                    ->badge(),
+                                TextEntry::make('client.name')
+                                    ->label('Client')
+                                    ->color('primary')
+                                    ->weight(FontWeight::SemiBold)
+                                    ->url(static fn (RecurringInvoice $record) => ClientResource::getUrl('edit', ['record' => $record->client_id])),
+                                TextEntry::make('last_date')
+                                    ->label('Last Invoice')
+                                    ->date()
+                                    ->placeholder('Not Created'),
+                                TextEntry::make('next_date')
+                                    ->label('Next Invoice')
+                                    ->placeholder('Not Scheduled')
+                                    ->date(),
+                                TextEntry::make('schedule')
+                                    ->label('Schedule')
+                                    ->getStateUsing(function (RecurringInvoice $record) {
+                                        return $record->getScheduleDescription();
+                                    })
+                                    ->helperText(function (RecurringInvoice $record) {
+                                        return $record->getTimelineDescription();
+                                    }),
+                                TextEntry::make('occurrences_count')
+                                    ->label('Invoices Created')
+                                    ->visible(fn (RecurringInvoice $record) => $record->occurrences_count > 0),
+                                TextEntry::make('end_date')
+                                    ->label('Ends On')
+                                    ->date()
+                                    ->visible(fn (RecurringInvoice $record) => $record->end_type?->isOn()),
+                                TextEntry::make('approved_at')
+                                    ->label('Approved At')
+                                    ->placeholder('Not Approved')
+                                    ->date(),
+                                TextEntry::make('ended_at')
+                                    ->label('Ended At')
+                                    ->date()
+                                    ->visible(fn (RecurringInvoice $record) => $record->ended_at),
+                                TextEntry::make('total')
+                                    ->label('Invoice Amount')
+                                    ->currency(static fn (RecurringInvoice $record) => $record->currency_code),
+                            ])->columnSpan(1),
+                        DocumentPreview::make()
+                            ->type(DocumentType::RecurringInvoice),
                     ]),
             ]);
     }
-
-    public function save(): void
-    {
-        $state = $this->form->getState();
-
-        $this->getRecord()->update($state);
-
-        $this->getRecord()->markAsApproved();
-    }
 }

app/Models/Accounting/RecurringInvoice.php

@@ -17,9 +17,18 @@ use App\Enums\Accounting\IntervalType;
 use App\Enums\Accounting\Month;
 use App\Enums\Accounting\RecurringInvoiceStatus;
 use App\Enums\Setting\PaymentTerms;
+use App\Filament\Forms\Components\CustomSection;
 use App\Models\Common\Client;
+use App\Models\Setting\CompanyProfile;
 use App\Models\Setting\Currency;
 use App\Observers\RecurringInvoiceObserver;
+use App\Utilities\Localization\Timezone;
+use Filament\Actions\Action;
+use Filament\Actions\MountableAction;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Support\Enums\MaxWidth;
+use Guava\FilamentClusters\Forms\Cluster;
 use Illuminate\Database\Eloquent\Attributes\CollectedBy;
 use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
@@ -153,7 +162,7 @@ class RecurringInvoice extends Model
 
     public function canBeApproved(): bool
     {
-        return $this->isDraft() && ! $this->wasApproved();
+        return $this->isDraft() && $this->hasSchedule() && ! $this->wasApproved();
     }
 
     public function canBeEnded(): bool
@@ -166,6 +175,11 @@ class RecurringInvoice extends Model
         return $this->lineItems()->exists();
     }
 
+    public function hasSchedule(): bool
+    {
+        return $this->start_date !== null;
+    }
+
     public function getScheduleDescription(): string
     {
         $frequency = $this->frequency;
@@ -181,7 +195,7 @@ class RecurringInvoice extends Model
 
             $frequency->isCustom() => $this->getCustomScheduleDescription(),
 
-            default => 'Schedule not configured'
+            default => 'Not Configured',
         };
     }
 
@@ -245,7 +259,7 @@ class RecurringInvoice extends Model
     /**
      * Get next occurrence date based on the schedule.
      */
-    public function calculateNextDate(): ?\Carbon\Carbon
+    public function calculateNextDate(): ?Carbon
     {
         $lastDate = $this->last_date ?? $this->start_date;
         if (! $lastDate) {
@@ -274,6 +288,21 @@ class RecurringInvoice extends Model
         return $nextDate;
     }
 
+    public function calculateNextDueDate(): ?Carbon
+    {
+        $nextDate = $this->calculateNextDate();
+        if (! $nextDate) {
+            return null;
+        }
+
+        $terms = $this->payment_terms;
+        if (! $terms) {
+            return $nextDate;
+        }
+
+        return $nextDate->addDays($terms->getDays());
+    }
+
     /**
      * Calculate next date for custom intervals
      */
@@ -310,10 +339,253 @@ class RecurringInvoice extends Model
         };
     }
 
-    public function markAsApproved(): void
+    public static function getUpdateScheduleAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('updateSchedule')
+            ->label(fn (self $record) => $record->hasSchedule() ? 'Update Schedule' : 'Set Schedule')
+            ->icon('heroicon-o-calendar-date-range')
+            ->slideOver()
+            ->modalWidth(MaxWidth::FiveExtraLarge)
+            ->successNotificationTitle('Schedule Updated')
+            ->mountUsing(function (self $record, Form $form) {
+                $data = $record->attributesToArray();
+
+                $data['day_of_month'] ??= DayOfMonth::First;
+                $data['start_date'] ??= now()->addMonth()->startOfMonth();
+
+                $form->fill($data);
+            })
+            ->form([
+                CustomSection::make('Frequency')
+                    ->contained(false)
+                    ->schema([
+                        Forms\Components\Select::make('frequency')
+                            ->label('Repeats')
+                            ->options(Frequency::class)
+                            ->softRequired()
+                            ->live()
+                            ->afterStateUpdated(function (Forms\Set $set, $state) {
+                                $frequency = Frequency::parse($state);
+
+                                if ($frequency->isDaily()) {
+                                    $set('interval_value', null);
+                                    $set('interval_type', null);
+                                }
+
+                                if ($frequency->isWeekly()) {
+                                    $currentDayOfWeek = now()->dayOfWeek;
+                                    $currentDayOfWeek = DayOfWeek::parse($currentDayOfWeek);
+                                    $set('day_of_week', $currentDayOfWeek);
+                                    $set('interval_value', null);
+                                    $set('interval_type', null);
+                                }
+
+                                if ($frequency->isMonthly()) {
+                                    $set('day_of_month', DayOfMonth::First);
+                                    $set('interval_value', null);
+                                    $set('interval_type', null);
+                                }
+
+                                if ($frequency->isYearly()) {
+                                    $currentMonth = now()->month;
+                                    $currentMonth = Month::parse($currentMonth);
+                                    $set('month', $currentMonth);
+
+                                    $currentDay = now()->dayOfMonth;
+                                    $currentDay = DayOfMonth::parse($currentDay);
+                                    $set('day_of_month', $currentDay);
+
+                                    $set('interval_value', null);
+                                    $set('interval_type', null);
+                                }
+
+                                if ($frequency->isCustom()) {
+                                    $set('interval_value', 1);
+                                    $set('interval_type', IntervalType::Month);
+
+                                    $currentDay = now()->dayOfMonth;
+                                    $currentDay = DayOfMonth::parse($currentDay);
+                                    $set('day_of_month', $currentDay);
+                                }
+                            }),
+
+                        // Custom frequency fields in a nested grid
+                        Cluster::make([
+                            Forms\Components\TextInput::make('interval_value')
+                                ->label('every')
+                                ->softRequired()
+                                ->numeric()
+                                ->default(1),
+                            Forms\Components\Select::make('interval_type')
+                                ->label('Interval Type')
+                                ->options(IntervalType::class)
+                                ->softRequired()
+                                ->default(IntervalType::Month)
+                                ->live()
+                                ->afterStateUpdated(function (Forms\Set $set, $state) {
+                                    $intervalType = IntervalType::parse($state);
+
+                                    if ($intervalType->isWeek()) {
+                                        $currentDayOfWeek = now()->dayOfWeek;
+                                        $currentDayOfWeek = DayOfWeek::parse($currentDayOfWeek);
+                                        $set('day_of_week', $currentDayOfWeek);
+                                    }
+
+                                    if ($intervalType->isMonth()) {
+                                        $currentDay = now()->dayOfMonth;
+                                        $currentDay = DayOfMonth::parse($currentDay);
+                                        $set('day_of_month', $currentDay);
+                                    }
+
+                                    if ($intervalType->isYear()) {
+                                        $currentMonth = now()->month;
+                                        $currentMonth = Month::parse($currentMonth);
+                                        $set('month', $currentMonth);
+
+                                        $currentDay = now()->dayOfMonth;
+                                        $currentDay = DayOfMonth::parse($currentDay);
+                                        $set('day_of_month', $currentDay);
+                                    }
+                                }),
+                        ])
+                            ->live()
+                            ->label('Interval')
+                            ->required()
+                            ->markAsRequired(false)
+                            ->visible(fn (Forms\Get $get) => Frequency::parse($get('frequency'))?->isCustom()),
+
+                        // Specific schedule details
+                        Forms\Components\Select::make('month')
+                            ->label('Month')
+                            ->options(Month::class)
+                            ->softRequired()
+                            ->visible(
+                                fn (Forms\Get $get) => Frequency::parse($get('frequency'))->isYearly() ||
+                                IntervalType::parse($get('interval_type'))?->isYear()
+                            ),
+
+                        Forms\Components\Select::make('day_of_month')
+                            ->label('Day of Month')
+                            ->options(DayOfMonth::class)
+                            ->softRequired()
+                            ->visible(
+                                fn (Forms\Get $get) => Frequency::parse($get('frequency'))?->isMonthly() ||
+                                Frequency::parse($get('frequency'))?->isYearly() ||
+                                IntervalType::parse($get('interval_type'))?->isMonth() ||
+                                IntervalType::parse($get('interval_type'))?->isYear()
+                            ),
+
+                        Forms\Components\Select::make('day_of_week')
+                            ->label('Day of Week')
+                            ->options(DayOfWeek::class)
+                            ->softRequired()
+                            ->visible(
+                                fn (Forms\Get $get) => Frequency::parse($get('frequency'))?->isWeekly() ||
+                                IntervalType::parse($get('interval_type'))?->isWeek()
+                            ),
+                    ])->columns(2),
+
+                CustomSection::make('Dates')
+                    ->contained(false)
+                    ->schema([
+                        Forms\Components\DatePicker::make('start_date')
+                            ->label('Create First Invoice')
+                            ->softRequired(),
+
+                        Forms\Components\Group::make(function (Forms\Get $get) {
+                            $components = [];
+
+                            $components[] = Forms\Components\Select::make('end_type')
+                                ->label('End Schedule')
+                                ->options(EndType::class)
+                                ->softRequired()
+                                ->live()
+                                ->afterStateUpdated(function (Forms\Set $set, $state) {
+                                    $endType = EndType::parse($state);
+
+                                    if ($endType?->isNever()) {
+                                        $set('max_occurrences', null);
+                                        $set('end_date', null);
+                                    }
+
+                                    if ($endType?->isAfter()) {
+                                        $set('max_occurrences', 1);
+                                        $set('end_date', null);
+                                    }
+
+                                    if ($endType?->isOn()) {
+                                        $set('max_occurrences', null);
+                                        $set('end_date', now()->addMonth()->startOfMonth());
+                                    }
+                                });
+
+                            $endType = EndType::parse($get('end_type'));
+
+                            if ($endType?->isAfter()) {
+                                $components[] = Forms\Components\TextInput::make('max_occurrences')
+                                    ->numeric()
+                                    ->live();
+                            }
+
+                            if ($endType?->isOn()) {
+                                $components[] = Forms\Components\DatePicker::make('end_date')
+                                    ->live();
+                            }
+
+                            return [
+                                Cluster::make($components)
+                                    ->label('Ends')
+                                    ->required()
+                                    ->markAsRequired(false),
+                            ];
+                        }),
+                    ])
+                    ->columns(2),
+
+                CustomSection::make('Time Zone')
+                    ->contained(false)
+                    ->columns(2)
+                    ->schema([
+                        Forms\Components\Select::make('timezone')
+                            ->options(Timezone::getTimezoneOptions(CompanyProfile::first()->country))
+                            ->searchable()
+                            ->softRequired(),
+                    ]),
+            ])
+            ->action(function (self $record, array $data, MountableAction $action) {
+                $record->update($data);
+
+                $action->success();
+            });
+    }
+
+    public static function getApproveDraftAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('approveDraft')
+            ->label('Approve')
+            ->icon('heroicon-o-check-circle')
+            ->visible(function (self $record) {
+                return $record->canBeApproved();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Recurring Invoice Approved')
+            ->action(function (self $record, MountableAction $action) {
+                $record->approveDraft();
+
+                $action->success();
+            });
+    }
+
+    public function approveDraft(?Carbon $approvedAt = null): void
     {
+        if (! $this->isDraft()) {
+            throw new \RuntimeException('Invoice is not in draft status.');
+        }
+
+        $approvedAt ??= now();
+
         $this->update([
-            'approved_at' => now(),
+            'approved_at' => $approvedAt,
             'status' => RecurringInvoiceStatus::Active,
         ]);
     }

app/View/Models/DocumentPreviewViewModel.php

@@ -70,11 +70,18 @@ class DocumentPreviewViewModel
 
     private function getDocumentMetadata(): array
     {
+        $number = match ($this->documentType) {
+            DocumentType::Invoice => $this->document->invoice_number,
+            DocumentType::RecurringInvoice => 'Auto-generated',
+            DocumentType::Bill => $this->document->bill_number,
+            DocumentType::Estimate => $this->document->estimate_number,
+        };
+
         return [
-            'number' => $this->document->invoice_number ?? $this->document->estimate_number,
+            'number' => $number,
             'reference_number' => $this->document->order_number ?? $this->document->reference_number,
-            'date' => $this->document->date?->toDefaultDateFormat(),
-            'due_date' => $this->document->due_date?->toDefaultDateFormat() ?? $this->document->expiration_date?->toDefaultDateFormat(),
+            'date' => $this->document->date?->toDefaultDateFormat() ?? $this->document->calculateNextDate()?->toDefaultDateFormat(),
+            'due_date' => $this->document->due_date?->toDefaultDateFormat() ?? $this->document->expiration_date?->toDefaultDateFormat() ?? $this->document->calculateNextDueDate()?->toDefaultDateFormat(),
             'currency_code' => $this->document->currency_code ?? CurrencyAccessor::getDefaultCurrency(),
         ];
     }
@@ -101,7 +108,7 @@ class DocumentPreviewViewModel
             'discount' => CurrencyConverter::formatToMoney($this->document->discount_total, $currencyCode),
             'tax' => CurrencyConverter::formatToMoney($this->document->tax_total, $currencyCode),
             'total' => CurrencyConverter::formatToMoney($this->document->total, $currencyCode),
-            'amount_due' => $this->document->amount_due ? CurrencyConverter::formatToMoney($this->document->amount_due, $currencyCode) : null,
+            'amount_due' => $this->document->amount_due ? CurrencyConverter::formatToMoney($this->document->amount_due, $currencyCode) : CurrencyConverter::formatToMoney($this->document->total, $currencyCode),
         ];
     }
 

composer.json

@@ -17,6 +17,7 @@
         "andrewdwallo/transmatic": "^1.1",
         "awcodes/filament-table-repeater": "^3.0",
         "barryvdh/laravel-snappy": "^1.0",
+        "codewithdennis/filament-simple-alert": "^3.0",
         "filament/filament": "^3.2",
         "guava/filament-clusters": "^1.1",
         "guzzlehttp/guzzle": "^7.8",

composer.lock

@@ -4,7 +4,7 @@
         "Read more about it at https://getcomposer.org/doc/01-basic-usage.md#installing-dependencies",
         "This file is @generated automatically"
     ],
-    "content-hash": "a04479d57fe01a2694ad92a8901363ea",
+    "content-hash": "095bb4040f9910ddd128bd53c0670a55",
     "packages": [
         {
             "name": "akaunting/laravel-money",
@@ -497,16 +497,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.336.7",
+            "version": "3.336.8",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "3ebc383239f93d6f1e74573112c9d179070d2620"
+                "reference": "933da0d1b9b1ac9b37d5e32e127d4581b1aabaf6"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/3ebc383239f93d6f1e74573112c9d179070d2620",
-                "reference": "3ebc383239f93d6f1e74573112c9d179070d2620",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/933da0d1b9b1ac9b37d5e32e127d4581b1aabaf6",
+                "reference": "933da0d1b9b1ac9b37d5e32e127d4581b1aabaf6",
                 "shasum": ""
             },
             "require": {
@@ -589,9 +589,9 @@
             "support": {
                 "forum": "https://forums.aws.amazon.com/forum.jspa?forumID=80",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.7"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.8"
             },
-            "time": "2025-01-02T19:07:47+00:00"
+            "time": "2025-01-03T19:06:11+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",
@@ -1027,6 +1027,79 @@
             ],
             "time": "2024-02-09T16:56:22+00:00"
         },
+        {
+            "name": "codewithdennis/filament-simple-alert",
+            "version": "v3.0.15",
+            "source": {
+                "type": "git",
+                "url": "https://github.com/CodeWithDennis/filament-simple-alert.git",
+                "reference": "8fd7dfa48bb98061bcc3f5fbaacb82dce7a09c7b"
+            },
+            "dist": {
+                "type": "zip",
+                "url": "https://api.github.com/repos/CodeWithDennis/filament-simple-alert/zipball/8fd7dfa48bb98061bcc3f5fbaacb82dce7a09c7b",
+                "reference": "8fd7dfa48bb98061bcc3f5fbaacb82dce7a09c7b",
+                "shasum": ""
+            },
+            "require": {
+                "filament/filament": "^3.0",
+                "php": "^8.1",
+                "spatie/laravel-package-tools": "^1.15.0"
+            },
+            "require-dev": {
+                "laravel/pint": "^1.16",
+                "nunomaduro/collision": "^7.9",
+                "orchestra/testbench": "^8.0",
+                "pestphp/pest": "^2.1",
+                "pestphp/pest-plugin-arch": "^2.0",
+                "pestphp/pest-plugin-laravel": "^2.0"
+            },
+            "type": "library",
+            "extra": {
+                "laravel": {
+                    "aliases": {
+                        "SimpleAlert": "CodeWithDennis\\SimpleAlert\\Facades\\SimpleAlert"
+                    },
+                    "providers": [
+                        "CodeWithDennis\\SimpleAlert\\SimpleAlertServiceProvider"
+                    ]
+                }
+            },
+            "autoload": {
+                "psr-4": {
+                    "CodeWithDennis\\SimpleAlert\\": "src/",
+                    "CodeWithDennis\\SimpleAlert\\Database\\Factories\\": "database/factories/"
+                }
+            },
+            "notification-url": "https://packagist.org/downloads/",
+            "license": [
+                "MIT"
+            ],
+            "authors": [
+                {
+                    "name": "CodeWithDennis",
+                    "role": "Developer"
+                }
+            ],
+            "description": "A plugin for adding straightforward alerts to your filament pages",
+            "homepage": "https://github.com/codewithdennis/filament-simple-alert",
+            "keywords": [
+                "CodeWithDennis",
+                "filament-simple-alert",
+                "laravel"
+            ],
+            "support": {
+                "issues": "https://github.com/codewithdennis/filament-simple-alert/issues",
+                "source": "https://github.com/codewithdennis/filament-simple-alert"
+            },
+            "funding": [
+                {
+                    "url": "https://github.com/CodeWithDennis",
+                    "type": "github"
+                }
+            ],
+            "time": "2024-12-03T16:17:47+00:00"
+        },
         {
             "name": "danharrin/date-format-converter",
             "version": "v0.3.1",

resources/css/filament/company/tailwind.config.js

@@ -13,6 +13,7 @@ export default {
         './vendor/andrewdwallo/filament-selectify/resources/views/**/*.blade.php',
         './vendor/awcodes/filament-table-repeater/resources/**/*.blade.php',
         './vendor/jaocero/radio-deck/resources/views/**/*.blade.php',
+        './vendor/codewithdennis/filament-simple-alert/resources/**/*.blade.php',
     ],
     theme: {
         extend: {

resources/data/lang/en.json

@@ -219,5 +219,8 @@
     "Estimate Footer": "Estimate Footer",
     "Scheduling": "Scheduling",
     "Scheduling Form": "Scheduling Form",
-    "Approve": "Approve"
+    "Approve": "Approve",
+    "Frequency": "Frequency",
+    "Schedule Bounds": "Schedule Bounds",
+    "Time Zone": "Time Zone"
 }

resources/views/filament/infolists/components/document-preview.blade.php

@@ -145,19 +145,11 @@
                 @if($totals['amount_due'])
                     <tr>
                         <td class="pl-6 py-2" colspan="2"></td>
-                        <td class="text-right font-semibold border-t-4 border-double py-2">Amount Due
+                        <td class="text-right font-semibold border-t-4 border-double py-2">{{ $labels['amount_due'] }}
                             ({{ $metadata['currency_code'] }}):
                         </td>
                         <td class="text-right border-t-4 border-double pr-6 py-2">{{ $totals['amount_due'] }}</td>
                     </tr>
-                @else
-                    <tr>
-                        <td class="pl-6 py-2" colspan="2"></td>
-                        <td class="text-right font-semibold border-t-4 border-double py-2">Grand Total
-                            ({{ $metadata['currency_code'] }}):
-                        </td>
-                        <td class="text-right border-t-4 border-double pr-6 py-2">{{ $totals['total'] }}</td>
-                    </tr>
                 @endif
                 </tfoot>
             </table>