wip

app/Enums/Accounting/BillStatus.php

@@ -7,6 +7,7 @@ use Filament\Support\Contracts\HasLabel;
 
 enum BillStatus: string implements HasColor, HasLabel
 {
+    case Overdue = 'overdue';
     case Partial = 'partial';
     case Paid = 'paid';
     case Unpaid = 'unpaid';
@@ -20,6 +21,7 @@ enum BillStatus: string implements HasColor, HasLabel
     public function getColor(): string | array | null
     {
         return match ($this) {
+            self::Overdue => 'danger',
             self::Partial, self::Unpaid => 'warning',
             self::Paid => 'success',
             self::Void => 'gray',

app/Filament/Company/Pages/Accounting/Transactions.php

@@ -12,6 +12,7 @@ use App\Filament\Forms\Components\DateRangeSelect;
 use App\Filament\Forms\Components\JournalEntryRepeater;
 use App\Filament\Tables\Actions\ReplicateBulkAction;
 use App\Models\Accounting\Account;
+use App\Models\Accounting\Invoice;
 use App\Models\Accounting\JournalEntry;
 use App\Models\Accounting\Transaction;
 use App\Models\Banking\BankAccount;
@@ -262,7 +263,16 @@ class Transactions extends Page implements HasTable
                     'account',
                     'bankAccount.account',
                     'journalEntries.account',
-                ]);
+                ])
+                    ->where(function (Builder $query) {
+                        $query->whereDoesntHaveMorph(
+                            'transactionable',
+                            [Invoice::class],
+                            function (Builder $query) {
+                                $query->where('type', TransactionType::Journal);
+                            }
+                        );
+                    });
             })
             ->columns([
                 Tables\Columns\TextColumn::make('posted_at')
@@ -275,7 +285,7 @@ class Transactions extends Page implements HasTable
                     ->toggleable(isToggledHiddenByDefault: true),
                 Tables\Columns\TextColumn::make('description')
                     ->label('Description')
-                    ->limit(30)
+                    ->limit(50)
                     ->toggleable(),
                 Tables\Columns\TextColumn::make('bankAccount.account.name')
                     ->label('Account')
@@ -320,7 +330,7 @@ class Transactions extends Page implements HasTable
                     ->options(TransactionType::class),
                 $this->buildDateRangeFilter('posted_at', 'Posted', true),
                 $this->buildDateRangeFilter('updated_at', 'Last Modified'),
-            ], layout: Tables\Enums\FiltersLayout::Modal)
+            ])
             ->filtersFormSchema(fn (array $filters): array => [
                 Grid::make()
                     ->schema([

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

@@ -29,6 +29,7 @@ use Filament\Support\Enums\Alignment;
 use Filament\Support\Enums\MaxWidth;
 use Filament\Tables;
 use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\Collection;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Carbon;
@@ -447,7 +448,8 @@ class InvoiceResource extends Resource
                     ->sortable(),
                 Tables\Columns\TextColumn::make('invoice_number')
                     ->label('Number')
-                    ->searchable(),
+                    ->searchable()
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('client.name')
                     ->sortable(),
                 Tables\Columns\TextColumn::make('total')
@@ -460,24 +462,28 @@ class InvoiceResource extends Resource
                     ->currency(),
             ])
             ->filters([
-                Tables\Filters\SelectFilter::make('status')
-                    ->options(InvoiceStatus::class)
-                    ->native(false),
                 Tables\Filters\SelectFilter::make('client')
                     ->relationship('client', 'name')
                     ->searchable()
                     ->preload(),
+                Tables\Filters\SelectFilter::make('status')
+                    ->options(InvoiceStatus::class)
+                    ->native(false),
+                Tables\Filters\TernaryFilter::make('has_payments')
+                    ->label('Has Payments')
+                    ->queries(
+                        true: fn (Builder $query) => $query->whereHas('payments'),
+                        false: fn (Builder $query) => $query->whereDoesntHave('payments'),
+                    ),
                 DateRangeFilter::make('date')
                     ->fromLabel('From Date')
-                    ->untilLabel('Until Date')
-                    ->indicatorLabel('Date Range'),
-            ], layout: Tables\Enums\FiltersLayout::Modal)
-            ->filtersFormWidth(MaxWidth::Small)
-            ->filtersTriggerAction(
-                fn (Tables\Actions\Action $action) => $action
-                    ->label('Filter')
-                    ->slideOver(),
-            )
+                    ->untilLabel('To Date')
+                    ->indicatorLabel('Date'),
+                DateRangeFilter::make('due_date')
+                    ->fromLabel('From Due Date')
+                    ->untilLabel('To Due Date')
+                    ->indicatorLabel('Due'),
+            ])
             ->actions([
                 Tables\Actions\ActionGroup::make([
                     Tables\Actions\EditAction::make(),

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

@@ -2,9 +2,13 @@
 
 namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
+use App\Enums\Accounting\InvoiceStatus;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Models\Accounting\Invoice;
 use Filament\Actions;
+use Filament\Resources\Components\Tab;
 use Filament\Resources\Pages\ListRecords;
+use Illuminate\Database\Eloquent\Builder;
 
 class ListInvoices extends ListRecords
 {
@@ -16,4 +20,41 @@ class ListInvoices extends ListRecords
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getTabs(): array
+    {
+        return [
+            'all' => Tab::make()
+                ->label('All'),
+
+            'overdue' => Tab::make()
+                ->label('Overdue')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->where('status', InvoiceStatus::Overdue);
+                })
+                ->badge(Invoice::where('status', InvoiceStatus::Overdue)->count()),
+
+            'unpaid' => Tab::make()
+                ->label('Unpaid')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->whereIn('status', [
+                        InvoiceStatus::Unsent,
+                        InvoiceStatus::Sent,
+                        InvoiceStatus::Partial,
+                    ]);
+                })
+                ->badge(Invoice::whereIn('status', [
+                    InvoiceStatus::Unsent,
+                    InvoiceStatus::Sent,
+                    InvoiceStatus::Partial,
+                ])->count()),
+
+            'draft' => Tab::make()
+                ->label('Draft')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->where('status', InvoiceStatus::Draft);
+                })
+                ->badge(Invoice::where('status', InvoiceStatus::Draft)->count()),
+        ];
+    }
 }

app/Models/Accounting/Invoice.php

@@ -13,6 +13,7 @@ use App\Models\Common\Client;
 use App\Observers\InvoiceObserver;
 use Illuminate\Database\Eloquent\Attributes\CollectedBy;
 use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
@@ -100,6 +101,13 @@ class Invoice extends Model
             ->where('type', TransactionType::Journal);
     }
 
+    protected function isCurrentlyOverdue(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->due_date->isBefore(today()) && $this->canBeOverdue();
+        });
+    }
+
     public function isDraft(): bool
     {
         return $this->status === InvoiceStatus::Draft;

app/Observers/InvoiceObserver.php

@@ -33,7 +33,7 @@ class InvoiceObserver
 
     public function saving(Invoice $invoice): void
     {
-        if ($invoice->due_date->isBefore(today()) && $invoice->canBeOverdue()) {
+        if ($invoice->is_currently_overdue) {
             $invoice->status = InvoiceStatus::Overdue;
         }
     }

app/Providers/FilamentCompaniesServiceProvider.php

@@ -52,6 +52,7 @@ use Filament\Pages\Dashboard;
 use Filament\Panel;
 use Filament\PanelProvider;
 use Filament\Support\Colors\Color;
+use Filament\Support\Enums\MaxWidth;
 use Filament\Tables;
 use Filament\Widgets;
 use Illuminate\Cookie\Middleware\AddQueuedCookiesToResponse;
@@ -266,7 +267,10 @@ class FilamentCompaniesServiceProvider extends PanelProvider
         });
 
         Tables\Table::configureUsing(static function (Tables\Table $table): void {
-            $table->paginationPageOptions([5, 10, 25, 50, 100]);
+            $table
+                ->paginationPageOptions([5, 10, 25, 50, 100])
+                ->filtersFormWidth(MaxWidth::Small)
+                ->filtersTriggerAction(fn (Tables\Actions\Action $action) => $action->slideOver());
         }, isImportant: true);
     }
 

database/factories/Accounting/DocumentLineItemFactory.php

@@ -30,7 +30,7 @@ class DocumentLineItemFactory extends Factory
 
         return [
             'company_id' => 1,
-            'offering_id' => 1,
+            'offering_id' => $offering->id,
             'description' => $this->faker->sentence,
             'quantity' => $quantity,
             'unit_price' => $unitPrice,
@@ -49,6 +49,8 @@ class DocumentLineItemFactory extends Factory
                 $lineItem->salesDiscounts()->sync($offering->salesDiscounts->pluck('id')->toArray());
             }
 
+            $lineItem->refresh();
+
             $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
             $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
 

database/factories/Accounting/InvoiceFactory.php

@@ -58,6 +58,8 @@ class InvoiceFactory extends Factory
                 return;
             }
 
+            $this->recalculateTotals($invoice);
+
             $invoice->approveDraft();
         });
     }
@@ -66,11 +68,12 @@ class InvoiceFactory extends Factory
     {
         return $this->afterCreating(function (Invoice $invoice) use ($invoiceStatus, $max, $min) {
             if ($invoice->isDraft()) {
+
+                $this->recalculateTotals($invoice);
+
                 $invoice->approveDraft();
             }
 
-            $this->recalculateTotals($invoice);
-
             $invoice->refresh();
 
             $totalAmountDue = $invoice->getRawOriginal('amount_due');
@@ -125,7 +128,7 @@ class InvoiceFactory extends Factory
 
             $this->recalculateTotals($invoice);
 
-            if ($invoice->due_date->isBefore(today()) && $invoice->canBeOverdue()) {
+            if ($invoice->is_currently_overdue) {
                 $invoice->updateQuietly([
                     'status' => InvoiceStatus::Overdue,
                 ]);
@@ -136,6 +139,7 @@ class InvoiceFactory extends Factory
     protected function recalculateTotals(Invoice $invoice): void
     {
         if ($invoice->lineItems()->exists()) {
+            $invoice->refresh();
             $subtotal = $invoice->lineItems()->sum('subtotal') / 100;
             $taxTotal = $invoice->lineItems()->sum('tax_total') / 100;
             $discountTotal = $invoice->lineItems()->sum('discount_total') / 100;