wip

app/Enums/Accounting/BillStatus.php

@@ -0,0 +1,28 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasColor;
+use Filament\Support\Contracts\HasLabel;
+
+enum BillStatus: string implements HasColor, HasLabel
+{
+    case Partial = 'partial';
+    case Paid = 'paid';
+    case Unpaid = 'unpaid';
+    case Void = 'void';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getColor(): string | array | null
+    {
+        return match ($this) {
+            self::Partial, self::Unpaid => 'warning',
+            self::Paid => 'success',
+            self::Void => 'gray',
+        };
+    }
+}

app/Enums/Accounting/InvoiceStatus.php

@@ -0,0 +1,36 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasColor;
+use Filament\Support\Contracts\HasLabel;
+
+enum InvoiceStatus: string implements HasColor, HasLabel
+{
+    case Draft = 'draft';
+    case Sent = 'sent';
+
+    case Partial = 'partial';
+
+    case Paid = 'paid';
+
+    case Overdue = 'overdue';
+
+    case Void = '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 => 'warning',
+            self::Paid => 'success',
+            self::Overdue => 'danger',
+        };
+    }
+}

app/Filament/Company/Pages/Reports.php

@@ -11,6 +11,7 @@ use App\Filament\Company\Pages\Reports\TrialBalance;
 use App\Infolists\Components\ReportEntry;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Infolist;
+use Filament\Navigation\NavigationItem;
 use Filament\Pages\Page;
 use Filament\Support\Colors\Color;
 
@@ -20,6 +21,25 @@ class Reports extends Page
 
     protected static string $view = 'filament.company.pages.reports';
 
+    public static function getNavigationItems(): array
+    {
+        return [
+            NavigationItem::make(static::getNavigationLabel())
+                ->group(static::getNavigationGroup())
+                ->parentItem(static::getNavigationParentItem())
+                ->icon(static::getNavigationIcon())
+                ->activeIcon(static::getActiveNavigationIcon())
+                ->isActiveWhen(fn (): bool => request()->routeIs([
+                    static::getRouteName(),
+                    static::getRouteName() . '.*',
+                ]))
+                ->sort(static::getNavigationSort())
+                ->badge(static::getNavigationBadge(), color: static::getNavigationBadgeColor())
+                ->badgeTooltip(static::getNavigationBadgeTooltip())
+                ->url(static::getNavigationUrl()),
+        ];
+    }
+
     public function reportsInfolist(Infolist $infolist): Infolist
     {
         return $infolist

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

@@ -1,465 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Accounting;
-
-use App\Enums\Accounting\AdjustmentCategory;
-use App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
-use App\Models\Accounting\Adjustment;
-use App\Models\Accounting\Document;
-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\Components\FileUpload;
-use Filament\Forms\Form;
-use Filament\Resources\Resource;
-use Filament\Support\Enums\MaxWidth;
-use Filament\Tables;
-use Filament\Tables\Table;
-use Illuminate\Database\Eloquent\Model;
-use Illuminate\Support\Carbon;
-use Illuminate\Support\Facades\Auth;
-use Livewire\Features\SupportFileUploads\TemporaryUploadedFile;
-
-class DocumentResource extends Resource
-{
-    protected static ?string $model = Document::class;
-
-    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
-
-    public static function form(Form $form): Form
-    {
-        $company = Auth::user()->currentCompany;
-
-        return $form
-            ->schema([
-                Forms\Components\Section::make('Invoice Header')
-                    ->collapsible()
-                    ->schema([
-                        Forms\Components\Split::make([
-                            Forms\Components\Group::make([
-                                FileUpload::make('logo')
-                                    ->openable()
-                                    ->maxSize(1024)
-                                    ->localizeLabel()
-                                    ->visibility('public')
-                                    ->disk('public')
-                                    ->directory('logos/document')
-                                    ->imageResizeMode('contain')
-                                    ->imageCropAspectRatio('3:2')
-                                    ->panelAspectRatio('3:2')
-                                    ->maxWidth(MaxWidth::ExtraSmall)
-                                    ->panelLayout('integrated')
-                                    ->removeUploadedFileButtonPosition('center bottom')
-                                    ->uploadButtonPosition('center bottom')
-                                    ->uploadProgressIndicatorPosition('center bottom')
-                                    ->getUploadedFileNameForStorageUsing(
-                                        static fn (TemporaryUploadedFile $file): string => (string) str($file->getClientOriginalName())
-                                            ->prepend(Auth::user()->currentCompany->id . '_'),
-                                    )
-                                    ->acceptedFileTypes(['image/png', 'image/jpeg', 'image/gif']),
-                            ]),
-                            Forms\Components\Group::make([
-                                Forms\Components\TextInput::make('header')
-                                    ->default(fn () => $company->defaultInvoice->header),
-                                Forms\Components\TextInput::make('subheader')
-                                    ->default(fn () => $company->defaultInvoice->subheader),
-                                Forms\Components\View::make('filament.forms.components.company-info')
-                                    ->viewData([
-                                        'company_name' => $company->name,
-                                        'company_address' => $company->profile->address,
-                                        'company_city' => $company->profile->city?->name,
-                                        'company_state' => $company->profile->state?->name,
-                                        'company_zip' => $company->profile->zip_code,
-                                        'company_country' => $company->profile->state?->country->name,
-                                    ]),
-                            ])->grow(true),
-                        ])->from('md'),
-                    ]),
-                Forms\Components\Section::make('Invoice Details')
-                    ->schema([
-                        Forms\Components\Split::make([
-                            Forms\Components\Group::make([
-                                Forms\Components\Select::make('client_id')
-                                    ->relationship('client', 'name')
-                                    ->preload()
-                                    ->searchable()
-                                    ->required(),
-                            ]),
-                            Forms\Components\Group::make([
-                                Forms\Components\TextInput::make('document_number')
-                                    ->label('Invoice Number')
-                                    ->default(fn () => Document::getNextDocumentNumber()),
-                                Forms\Components\TextInput::make('order_number')
-                                    ->label('P.O/S.O Number'),
-                                Forms\Components\DatePicker::make('date')
-                                    ->label('Invoice Date')
-                                    ->default(now()),
-                                Forms\Components\DatePicker::make('due_date')
-                                    ->label('Payment Due')
-                                    ->default(function () use ($company) {
-                                        return now()->addDays($company->defaultInvoice->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 Document $document */
-                                $document = $component->getRecord();
-
-                                // Recalculate totals for line items
-                                $document->lineItems()->each(function (DocumentLineItem $lineItem) {
-                                    $lineItem->updateQuietly([
-                                        'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
-                                        'discount_total' => $lineItem->calculateDiscountTotal()->getAmount(),
-                                    ]);
-                                });
-
-                                $subtotal = $document->lineItems()->sum('subtotal') / 100;
-                                $taxTotal = $document->lineItems()->sum('tax_total') / 100;
-                                $discountTotal = $document->lineItems()->sum('discount_total') / 100;
-                                $grandTotal = $subtotal + $taxTotal - $discountTotal;
-
-                                $document->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'),
-                            ])
-                            ->live()
-                            ->schema([
-                                Forms\Components\Select::make('offering_id')
-                                    ->relationship('offering', 'name')
-                                    ->preload()
-                                    ->searchable()
-                                    ->required()
-                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
-                                        $offeringId = $state;
-                                        $offeringRecord = Offering::with('salesTaxes')->find($offeringId);
-
-                                        if ($offeringRecord) {
-                                            $set('description', $offeringRecord->description);
-                                            $set('unit_price', $offeringRecord->price);
-                                            $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray());
-                                            $set('salesDiscounts', $offeringRecord->salesDiscounts->pluck('id')->toArray());
-                                        }
-                                    }),
-                                Forms\Components\TextInput::make('description'),
-                                Forms\Components\TextInput::make('quantity')
-                                    ->required()
-                                    ->numeric()
-                                    ->default(1),
-                                Forms\Components\TextInput::make('unit_price')
-                                    ->hiddenLabel()
-                                    ->numeric()
-                                    ->default(0),
-                                Forms\Components\Select::make('salesTaxes')
-                                    ->relationship('salesTaxes', 'name')
-                                    ->preload()
-                                    ->multiple()
-                                    ->searchable(),
-                                Forms\Components\Select::make('salesDiscounts')
-                                    ->relationship('salesDiscounts', 'name')
-                                    ->preload()
-                                    ->multiple()
-                                    ->searchable(),
-                                Forms\Components\Placeholder::make('total')
-                                    ->hiddenLabel()
-                                    ->content(function (Forms\Get $get) {
-                                        $quantity = $get('quantity') ?? 0;
-                                        $unitPrice = $get('unit_price') ?? 0;
-                                        $salesTaxes = $get('salesTaxes') ?? [];
-                                        $salesDiscounts = $get('salesDiscounts') ?? [];
-
-                                        // Base total (subtotal)
-                                        $subtotal = $quantity * $unitPrice;
-
-                                        // Calculate tax amount based on subtotal
-                                        $taxAmount = 0;
-                                        if (! empty($salesTaxes)) {
-                                            $taxRates = Adjustment::whereIn('id', $salesTaxes)->pluck('rate');
-                                            $taxAmount = collect($taxRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
-                                        }
-
-                                        // Calculate discount amount based on subtotal
-                                        $discountAmount = 0;
-                                        if (! empty($salesDiscounts)) {
-                                            $discountRates = Adjustment::whereIn('id', $salesDiscounts)->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.invoice-totals'),
-                            ]),
-                        //                        Forms\Components\Repeater::make('lineItems')
-                        //                            ->relationship()
-                        //                            ->columns(8)
-                        //                            ->schema([
-                        //                                Forms\Components\Select::make('offering_id')
-                        //                                    ->relationship('offering', 'name')
-                        //                                    ->preload()
-                        //                                    ->columnSpan(2)
-                        //                                    ->searchable()
-                        //                                    ->required()
-                        //                                    ->live()
-                        //                                    ->afterStateUpdated(function (Forms\Set $set, $state) {
-                        //                                        $offeringId = $state;
-                        //                                        $offeringRecord = Offering::with('salesTaxes')->find($offeringId);
-                        //
-                        //                                        if ($offeringRecord) {
-                        //                                            $set('description', $offeringRecord->description);
-                        //                                            $set('unit_price', $offeringRecord->price);
-                        //                                            $set('total', $offeringRecord->price);
-                        //
-                        //                                            $salesTaxes = $offeringRecord->salesTaxes->map(function ($tax) {
-                        //                                                return [
-                        //                                                    'id' => $tax->id,
-                        //                                                    'amount' => null, // Amount will be calculated dynamically
-                        //                                                ];
-                        //                                            })->toArray();
-                        //
-                        //                                            $set('taxes', $salesTaxes);
-                        //                                        }
-                        //                                    }),
-                        //                                Forms\Components\TextInput::make('description')
-                        //                                    ->columnSpan(3)
-                        //                                    ->required(),
-                        //                                Forms\Components\TextInput::make('quantity')
-                        //                                    ->required()
-                        //                                    ->numeric()
-                        //                                    ->live()
-                        //                                    ->default(1),
-                        //                                Forms\Components\TextInput::make('unit_price')
-                        //                                    ->live()
-                        //                                    ->numeric()
-                        //                                    ->default(0),
-                        //                                Forms\Components\Placeholder::make('total')
-                        //                                    ->content(function (Forms\Get $get) {
-                        //                                        $quantity = $get('quantity');
-                        //                                        $unitPrice = $get('unit_price');
-                        //
-                        //                                        if ($quantity && $unitPrice) {
-                        //                                            return $quantity * $unitPrice;
-                        //                                        }
-                        //                                    }),
-                        //                                TableRepeater::make('taxes')
-                        //                                    ->relationship()
-                        //                                    ->columnSpanFull()
-                        //                                    ->columnStart(6)
-                        //                                    ->headers([
-                        //                                        Header::make('')->width('200px'),
-                        //                                        Header::make('')->width('50px')->align('right'),
-                        //                                    ])
-                        //                                    ->defaultItems(0)
-                        //                                    ->schema([
-                        //                                        Forms\Components\Select::make('id') // The ID of the adjustment being attached.
-                        //                                            ->label('Tax Adjustment')
-                        //                                            ->options(
-                        //                                                Adjustment::query()
-                        //                                                    ->where('category', AdjustmentCategory::Tax)
-                        //                                                    ->pluck('name', 'id')
-                        //                                            )
-                        //                                            ->preload()
-                        //                                            ->searchable()
-                        //                                            ->required()
-                        //                                            ->live(),
-                        //                                        Forms\Components\Placeholder::make('amount')
-                        //                                            ->hiddenLabel()
-                        //                                            ->content(function (Forms\Get $get) {
-                        //                                                $quantity = $get('../../quantity') ?? 0; // Get parent quantity
-                        //                                                $unitPrice = $get('../../unit_price') ?? 0; // Get parent unit price
-                        //                                                $rate = Adjustment::find($get('id'))->rate ?? 0;
-                        //
-                        //                                                $total = $quantity * $unitPrice;
-                        //
-                        //                                                return $total * ($rate / 100);
-                        //                                            }),
-                        //                                    ]),
-                        //                            ]),
-                        Forms\Components\Textarea::make('terms')
-                            ->columnSpanFull(),
-                    ]),
-                Forms\Components\Section::make('Invoice Footer')
-                    ->collapsible()
-                    ->schema([
-                        Forms\Components\Textarea::make('footer')
-                            ->columnSpanFull(),
-                    ]),
-            ]);
-    }
-
-    public static function table(Table $table): Table
-    {
-        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('document_number')
-                    ->label('Number')
-                    ->searchable(),
-                Tables\Columns\TextColumn::make('client.name')
-                    ->numeric()
-                    ->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(),
-            ])
-            ->filters([
-                //
-            ])
-            ->actions([
-                Tables\Actions\EditAction::make(),
-            ])
-            ->bulkActions([
-                Tables\Actions\BulkActionGroup::make([
-                    Tables\Actions\DeleteBulkAction::make(),
-                ]),
-            ]);
-    }
-
-    public static function getRelations(): array
-    {
-        return [
-            //
-        ];
-    }
-
-    public static function getPages(): array
-    {
-        return [
-            'index' => Pages\ListDocuments::route('/'),
-            'create' => Pages\CreateDocument::route('/create'),
-            'edit' => Pages\EditDocument::route('/{record}/edit'),
-        ];
-    }
-}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/CreateDocument.php

@@ -1,17 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
-
-use App\Filament\Company\Resources\Accounting\DocumentResource;
-use Filament\Resources\Pages\CreateRecord;
-use Filament\Support\Enums\MaxWidth;
-
-class CreateDocument extends CreateRecord
-{
-    protected static string $resource = DocumentResource::class;
-
-    public function getMaxContentWidth(): MaxWidth | string | null
-    {
-        return MaxWidth::Full;
-    }
-}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/EditDocument.php

@@ -1,27 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
-
-use App\Filament\Company\Resources\Accounting\DocumentResource;
-use Filament\Actions;
-use Filament\Resources\Pages\EditRecord;
-use Illuminate\Database\Eloquent\Model;
-
-class EditDocument extends EditRecord
-{
-    protected static string $resource = DocumentResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\DeleteAction::make(),
-        ];
-    }
-
-    protected function handleRecordUpdate(Model $record, array $data): Model
-    {
-        ray($data);
-
-        return parent::handleRecordUpdate($record, $data); // TODO: Change the autogenerated stub
-    }
-}

app/Filament/Company/Resources/Accounting/DocumentResource/Pages/ListDocuments.php

@@ -1,19 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Accounting\DocumentResource\Pages;
-
-use App\Filament\Company\Resources\Accounting\DocumentResource;
-use Filament\Actions;
-use Filament\Resources\Pages\ListRecords;
-
-class ListDocuments extends ListRecords
-{
-    protected static string $resource = DocumentResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\CreateAction::make(),
-        ];
-    }
-}

app/Filament/Company/Resources/Common/ClientResource.php

@@ -261,7 +261,7 @@ class ClientResource extends Resource
                     ->searchable(),
                 Tables\Columns\TextColumn::make('primaryContact.phones')
                     ->label('Phone')
-                    ->state(fn (Client $client) => $client->primaryContact->primary_phone),
+                    ->state(fn (Client $client) => $client->primaryContact->first_available_phone),
             ])
             ->filters([
                 //

app/Filament/Company/Resources/Common/ClientResource/Pages/CreateClient.php

@@ -2,12 +2,15 @@
 
 namespace App\Filament\Company\Resources\Common\ClientResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Common\ClientResource;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Enums\MaxWidth;
 
 class CreateClient extends CreateRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = ClientResource::class;
 
     public function getMaxContentWidth(): MaxWidth | string | null

app/Filament/Company/Resources/Common/ClientResource/Pages/EditClient.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Company\Resources\Common\ClientResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Common\ClientResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
@@ -9,6 +10,8 @@ use Filament\Support\Enums\MaxWidth;
 
 class EditClient extends EditRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = ClientResource::class;
 
     protected function getHeaderActions(): array

app/Filament/Company/Resources/Common/VendorResource.php

@@ -187,7 +187,7 @@ class VendorResource extends Resource
                     ->searchable(),
                 Tables\Columns\TextColumn::make('primaryContact.phones')
                     ->label('Phone')
-                    ->state(fn (Vendor $vendor) => $vendor->contact?->primary_phone),
+                    ->state(fn (Vendor $vendor) => $vendor->contact?->first_available_phone),
             ])
             ->filters([
                 //

app/Filament/Company/Resources/Common/VendorResource/Pages/CreateVendor.php

@@ -2,12 +2,15 @@
 
 namespace App\Filament\Company\Resources\Common\VendorResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Common\VendorResource;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Enums\MaxWidth;
 
 class CreateVendor extends CreateRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = VendorResource::class;
 
     public function getMaxContentWidth(): MaxWidth | string | null

app/Filament/Company/Resources/Common/VendorResource/Pages/EditVendor.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Company\Resources\Common\VendorResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Common\VendorResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
@@ -9,6 +10,8 @@ use Filament\Support\Enums\MaxWidth;
 
 class EditVendor extends EditRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = VendorResource::class;
 
     protected function getHeaderActions(): array

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

@@ -0,0 +1,48 @@
+<?php
+
+namespace App\Filament\Company\Resources\Purchases;
+
+use App\Filament\Company\Resources\Purchases\BillResource\Pages;
+use App\Models\Accounting\Bill;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables\Table;
+
+class BillResource extends Resource
+{
+    protected static ?string $model = Bill::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                //
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                //
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListBills::route('/'),
+            'create' => Pages\CreateBill::route('/create'),
+            'edit' => Pages\EditBill::route('/{record}/edit'),
+        ];
+    }
+}

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

@@ -0,0 +1,11 @@
+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Filament\Company\Resources\Purchases\BillResource;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateBill extends CreateRecord
+{
+    protected static string $resource = BillResource::class;
+}

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

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Filament\Company\Resources\Purchases\BillResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditBill extends EditRecord
+{
+    protected static string $resource = BillResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

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

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Filament\Company\Resources\Purchases\BillResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListBills extends ListRecords
+{
+    protected static string $resource = BillResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

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

@@ -2,39 +2,451 @@
 
 namespace App\Filament\Company\Resources\Sales;
 
-use App\Enums\Accounting\DocumentType;
-use App\Filament\Company\Resources\Accounting\DocumentResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
-use App\Models\Accounting\Document;
+use App\Models\Accounting\Adjustment;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Accounting\Invoice;
+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\Components\FileUpload;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
 use Filament\Tables\Table;
-use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\Auth;
+use Livewire\Features\SupportFileUploads\TemporaryUploadedFile;
 
 class InvoiceResource extends Resource
 {
-    protected static ?string $model = Document::class;
+    protected static ?string $model = Invoice::class;
 
     protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
 
-    protected static ?string $pluralModelLabel = 'Invoices';
+    public static function form(Form $form): Form
+    {
+        $company = Auth::user()->currentCompany;
 
-    protected static ?string $modelLabel = 'Invoice';
+        return $form
+            ->schema([
+                Forms\Components\Section::make('Invoice Header')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                FileUpload::make('logo')
+                                    ->openable()
+                                    ->maxSize(1024)
+                                    ->localizeLabel()
+                                    ->visibility('public')
+                                    ->disk('public')
+                                    ->directory('logos/document')
+                                    ->imageResizeMode('contain')
+                                    ->imageCropAspectRatio('3:2')
+                                    ->panelAspectRatio('3:2')
+                                    ->maxWidth(MaxWidth::ExtraSmall)
+                                    ->panelLayout('integrated')
+                                    ->removeUploadedFileButtonPosition('center bottom')
+                                    ->uploadButtonPosition('center bottom')
+                                    ->uploadProgressIndicatorPosition('center bottom')
+                                    ->getUploadedFileNameForStorageUsing(
+                                        static fn (TemporaryUploadedFile $file): string => (string) str($file->getClientOriginalName())
+                                            ->prepend(Auth::user()->currentCompany->id . '_'),
+                                    )
+                                    ->acceptedFileTypes(['image/png', 'image/jpeg', 'image/gif']),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('header')
+                                    ->default(fn () => $company->defaultInvoice->header),
+                                Forms\Components\TextInput::make('subheader')
+                                    ->default(fn () => $company->defaultInvoice->subheader),
+                                Forms\Components\View::make('filament.forms.components.company-info')
+                                    ->viewData([
+                                        'company_name' => $company->name,
+                                        'company_address' => $company->profile->address,
+                                        'company_city' => $company->profile->city?->name,
+                                        'company_state' => $company->profile->state?->name,
+                                        'company_zip' => $company->profile->zip_code,
+                                        'company_country' => $company->profile->state?->country->name,
+                                    ]),
+                            ])->grow(true),
+                        ])->from('md'),
+                    ]),
+                Forms\Components\Section::make('Invoice Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('client_id')
+                                    ->relationship('client', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required(),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('invoice_number')
+                                    ->label('Invoice Number')
+                                    ->default(fn () => Invoice::getNextDocumentNumber()),
+                                Forms\Components\TextInput::make('order_number')
+                                    ->label('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Invoice Date')
+                                    ->default(now()),
+                                Forms\Components\DatePicker::make('due_date')
+                                    ->label('Payment Due')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultInvoice->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 = [];
+                                }
 
-    public static function getEloquentQuery(): Builder
-    {
-        return parent::getEloquentQuery()
-            ->where('type', DocumentType::Invoice);
-    }
+                                $relationship = $component->getRelationship();
 
-    public static function form(Form $form): Form
-    {
-        return DocumentResource::form($form);
+                                $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 Invoice $invoice */
+                                $invoice = $component->getRecord();
+
+                                // Recalculate totals for line items
+                                $invoice->lineItems()->each(function (DocumentLineItem $lineItem) {
+                                    $lineItem->updateQuietly([
+                                        'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
+                                        'discount_total' => $lineItem->calculateDiscountTotal()->getAmount(),
+                                    ]);
+                                });
+
+                                $subtotal = $invoice->lineItems()->sum('subtotal') / 100;
+                                $taxTotal = $invoice->lineItems()->sum('tax_total') / 100;
+                                $discountTotal = $invoice->lineItems()->sum('discount_total') / 100;
+                                $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+                                $invoice->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('offering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::with('salesTaxes')->find($offeringId);
+
+                                        if ($offeringRecord) {
+                                            $set('description', $offeringRecord->description);
+                                            $set('unit_price', $offeringRecord->price);
+                                            $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray());
+                                            $set('salesDiscounts', $offeringRecord->salesDiscounts->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('salesTaxes')
+                                    ->relationship('salesTaxes', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Select::make('salesDiscounts')
+                                    ->relationship('salesDiscounts', '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);
+                                        $salesTaxes = $get('salesTaxes') ?? [];
+                                        $salesDiscounts = $get('salesDiscounts') ?? [];
+
+                                        $subtotal = $quantity * $unitPrice;
+
+                                        // Calculate tax amount based on subtotal
+                                        $taxAmount = 0;
+                                        if (! empty($salesTaxes)) {
+                                            $taxRates = Adjustment::whereIn('id', $salesTaxes)->pluck('rate');
+                                            $taxAmount = collect($taxRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Calculate discount amount based on subtotal
+                                        $discountAmount = 0;
+                                        if (! empty($salesDiscounts)) {
+                                            $discountRates = Adjustment::whereIn('id', $salesDiscounts)->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.invoice-totals'),
+                            ]),
+                        //                        Forms\Components\Repeater::make('lineItems')
+                        //                            ->relationship()
+                        //                            ->columns(8)
+                        //                            ->schema([
+                        //                                Forms\Components\Select::make('offering_id')
+                        //                                    ->relationship('offering', 'name')
+                        //                                    ->preload()
+                        //                                    ->columnSpan(2)
+                        //                                    ->searchable()
+                        //                                    ->required()
+                        //                                    ->live()
+                        //                                    ->afterStateUpdated(function (Forms\Set $set, $state) {
+                        //                                        $offeringId = $state;
+                        //                                        $offeringRecord = Offering::with('salesTaxes')->find($offeringId);
+                        //
+                        //                                        if ($offeringRecord) {
+                        //                                            $set('description', $offeringRecord->description);
+                        //                                            $set('unit_price', $offeringRecord->price);
+                        //                                            $set('total', $offeringRecord->price);
+                        //
+                        //                                            $salesTaxes = $offeringRecord->salesTaxes->map(function ($tax) {
+                        //                                                return [
+                        //                                                    'id' => $tax->id,
+                        //                                                    'amount' => null, // Amount will be calculated dynamically
+                        //                                                ];
+                        //                                            })->toArray();
+                        //
+                        //                                            $set('taxes', $salesTaxes);
+                        //                                        }
+                        //                                    }),
+                        //                                Forms\Components\TextInput::make('description')
+                        //                                    ->columnSpan(3)
+                        //                                    ->required(),
+                        //                                Forms\Components\TextInput::make('quantity')
+                        //                                    ->required()
+                        //                                    ->numeric()
+                        //                                    ->live()
+                        //                                    ->default(1),
+                        //                                Forms\Components\TextInput::make('unit_price')
+                        //                                    ->live()
+                        //                                    ->numeric()
+                        //                                    ->default(0),
+                        //                                Forms\Components\Placeholder::make('total')
+                        //                                    ->content(function (Forms\Get $get) {
+                        //                                        $quantity = $get('quantity');
+                        //                                        $unitPrice = $get('unit_price');
+                        //
+                        //                                        if ($quantity && $unitPrice) {
+                        //                                            return $quantity * $unitPrice;
+                        //                                        }
+                        //                                    }),
+                        //                                TableRepeater::make('taxes')
+                        //                                    ->relationship()
+                        //                                    ->columnSpanFull()
+                        //                                    ->columnStart(6)
+                        //                                    ->headers([
+                        //                                        Header::make('')->width('200px'),
+                        //                                        Header::make('')->width('50px')->align('right'),
+                        //                                    ])
+                        //                                    ->defaultItems(0)
+                        //                                    ->schema([
+                        //                                        Forms\Components\Select::make('id') // The ID of the adjustment being attached.
+                        //                                            ->label('Tax Adjustment')
+                        //                                            ->options(
+                        //                                                Adjustment::query()
+                        //                                                    ->where('category', AdjustmentCategory::Tax)
+                        //                                                    ->pluck('name', 'id')
+                        //                                            )
+                        //                                            ->preload()
+                        //                                            ->searchable()
+                        //                                            ->required()
+                        //                                            ->live(),
+                        //                                        Forms\Components\Placeholder::make('amount')
+                        //                                            ->hiddenLabel()
+                        //                                            ->content(function (Forms\Get $get) {
+                        //                                                $quantity = $get('../../quantity') ?? 0; // Get parent quantity
+                        //                                                $unitPrice = $get('../../unit_price') ?? 0; // Get parent unit price
+                        //                                                $rate = Adjustment::find($get('id'))->rate ?? 0;
+                        //
+                        //                                                $total = $quantity * $unitPrice;
+                        //
+                        //                                                return $total * ($rate / 100);
+                        //                                            }),
+                        //                                    ]),
+                        //                            ]),
+                        Forms\Components\Textarea::make('terms')
+                            ->columnSpanFull(),
+                    ]),
+                Forms\Components\Section::make('Invoice Footer')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Textarea::make('footer')
+                            ->columnSpanFull(),
+                    ]),
+            ]);
     }
 
     public static function table(Table $table): Table
     {
-        return DocumentResource::table($table);
+        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('invoice_number')
+                    ->label('Number')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('client.name')
+                    ->numeric()
+                    ->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(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
     }
 
     public static function getRelations(): array

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

@@ -2,23 +2,19 @@
 
 namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Enums\MaxWidth;
 
 class CreateInvoice extends CreateRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = InvoiceResource::class;
 
     public function getMaxContentWidth(): MaxWidth | string | null
     {
         return MaxWidth::Full;
     }
-
-    protected function mutateFormDataBeforeCreate(array $data): array
-    {
-        $data['type'] = 'invoice';
-
-        return parent::mutateFormDataBeforeCreate($data);
-    }
 }

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

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
+use App\Concerns\RedirectToListPage;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
@@ -9,6 +10,8 @@ use Filament\Support\Enums\MaxWidth;
 
 class EditInvoice extends EditRecord
 {
+    use RedirectToListPage;
+
     protected static string $resource = InvoiceResource::class;
 
     protected function getHeaderActions(): array

app/Models/Accounting/Bill.php

@@ -0,0 +1,68 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\BillStatus;
+use App\Models\Banking\Payment;
+use App\Models\Common\Vendor;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
+
+class Bill extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'bills';
+
+    protected $fillable = [
+        'company_id',
+        'vendor_id',
+        'bill_number',
+        'order_number',
+        'date',
+        'due_date',
+        'status',
+        'currency_code',
+        'subtotal',
+        'tax_total',
+        'discount_total',
+        'total',
+        'amount_paid',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'due_date' => 'date',
+        'status' => BillStatus::class,
+        'subtotal' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+        'amount_paid' => MoneyCast::class,
+        'amount_due' => MoneyCast::class,
+    ];
+
+    public function vendor(): BelongsTo
+    {
+        return $this->belongsTo(Vendor::class);
+    }
+
+    public function lineItems(): MorphMany
+    {
+        return $this->morphMany(DocumentLineItem::class, 'documentable');
+    }
+
+    public function payments(): MorphMany
+    {
+        return $this->morphMany(Payment::class, 'payable');
+    }
+}

app/Models/Accounting/DocumentLineItem.php

@@ -16,6 +16,7 @@ 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\MorphTo;
 use Illuminate\Database\Eloquent\Relations\MorphToMany;
 
 #[ObservedBy(DocumentLineItemObserver::class)]
@@ -29,7 +30,6 @@ class DocumentLineItem extends Model
 
     protected $fillable = [
         'company_id',
-        'document_id',
         'offering_id',
         'description',
         'quantity',
@@ -48,9 +48,9 @@ class DocumentLineItem extends Model
         'total' => MoneyCast::class,
     ];
 
-    public function document(): BelongsTo
+    public function documentable(): MorphTo
     {
-        return $this->belongsTo(Document::class);
+        return $this->morphTo();
     }
 
     public function offering(): BelongsTo

app/Models/Accounting/Document.php → app/Models/Accounting/Invoice.php

@@ -5,36 +5,29 @@ namespace App\Models\Accounting;
 use App\Casts\MoneyCast;
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
-use App\Enums\Accounting\DocumentStatus;
-use App\Enums\Accounting\DocumentType;
+use App\Enums\Accounting\InvoiceStatus;
 use App\Models\Banking\Payment;
 use App\Models\Common\Client;
-use App\Models\Common\Vendor;
-use App\Observers\DocumentObserver;
-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;
 
-#[ObservedBy(DocumentObserver::class)]
-class Document extends Model
+class Invoice extends Model
 {
     use Blamable;
     use CompanyOwned;
     use HasFactory;
 
-    protected $table = 'documents';
+    protected $table = 'invoices';
 
     protected $fillable = [
         'company_id',
         'client_id',
-        'vendor_id',
-        'type',
         'logo',
         'header',
         'subheader',
-        'document_number',
+        'invoice_number',
         'order_number',
         'date',
         'due_date',
@@ -52,10 +45,9 @@ class Document extends Model
     ];
 
     protected $casts = [
-        'type' => DocumentType::class,
         'date' => 'date',
         'due_date' => 'date',
-        'status' => DocumentStatus::class,
+        'status' => InvoiceStatus::class,
         'subtotal' => MoneyCast::class,
         'tax_total' => MoneyCast::class,
         'discount_total' => MoneyCast::class,
@@ -69,22 +61,17 @@ class Document extends Model
         return $this->belongsTo(Client::class);
     }
 
-    public function vendor(): BelongsTo
+    public function lineItems(): MorphMany
     {
-        return $this->belongsTo(Vendor::class);
+        return $this->morphMany(DocumentLineItem::class, 'documentable');
     }
 
-    public function lineItems(): HasMany
+    public function payments(): MorphMany
     {
-        return $this->hasMany(DocumentLineItem::class);
+        return $this->morphMany(Payment::class, 'payable');
     }
 
-    public function payments(): HasMany
-    {
-        return $this->hasMany(Payment::class);
-    }
-
-    public static function getNextDocumentNumber(DocumentType $documentType = DocumentType::Invoice): string
+    public static function getNextDocumentNumber(): string
     {
         $company = auth()->user()->currentCompany;
 
@@ -98,9 +85,8 @@ class Document extends Model
         $numberDigits = $defaultInvoiceSettings->number_digits;
 
         $latestDocument = static::query()
-            ->whereNotNull('document_number')
-            ->where('type', $documentType)
-            ->latest('document_number')
+            ->whereNotNull('invoice_number')
+            ->latest('invoice_number')
             ->first();
 
         $lastNumberNumericPart = $latestDocument

app/Models/Banking/Payment.php

@@ -5,10 +5,10 @@ namespace App\Models\Banking;
 use App\Casts\MoneyCast;
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
-use App\Models\Accounting\Document;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
 
 class Payment extends Model
 {
@@ -18,7 +18,6 @@ class Payment extends Model
 
     protected $fillable = [
         'company_id',
-        'document_id',
         'date',
         'amount',
         'payment_method',
@@ -33,9 +32,9 @@ class Payment extends Model
         'amount' => MoneyCast::class,
     ];
 
-    public function document(): BelongsTo
+    public function payable(): MorphTo
     {
-        return $this->belongsTo(Document::class);
+        return $this->morphTo();
     }
 
     public function bankAccount(): BelongsTo

app/Models/Common/Client.php

@@ -4,9 +4,8 @@ namespace App\Models\Common;
 
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
-use App\Enums\Accounting\DocumentType;
 use App\Enums\Common\AddressType;
-use App\Models\Accounting\Document;
+use App\Models\Accounting\Invoice;
 use App\Models\Setting\Currency;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -75,7 +74,6 @@ class Client extends Model
 
     public function invoices(): HasMany
     {
-        return $this->hasMany(Document::class, 'client_id')
-            ->where('type', DocumentType::Invoice);
+        return $this->hasMany(Invoice::class);
     }
 }

app/Models/Common/Contact.php

@@ -77,6 +77,22 @@ class Contact extends Model
         });
     }
 
+    protected function firstAvailablePhone(): Attribute
+    {
+        return Attribute::get(function () {
+            $priority = ['primary', 'mobile', 'toll_free', 'fax'];
+
+            foreach ($priority as $type) {
+                $phone = $this->getPhoneByType($type);
+                if ($phone) {
+                    return $phone;
+                }
+            }
+
+            return null; // Return null if no phone numbers are available
+        });
+    }
+
     private function getPhoneByType(string $type): ?string
     {
         if (! is_array($this->phones)) {

app/Models/Common/Vendor.php

@@ -4,10 +4,9 @@ namespace App\Models\Common;
 
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
-use App\Enums\Accounting\DocumentType;
 use App\Enums\Common\ContractorType;
 use App\Enums\Common\VendorType;
-use App\Models\Accounting\Document;
+use App\Models\Accounting\Bill;
 use App\Models\Setting\Currency;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -47,8 +46,7 @@ class Vendor extends Model
 
     public function bills(): HasMany
     {
-        return $this->hasMany(Document::class, 'vendor_id')
-            ->where('type', DocumentType::Bill);
+        return $this->hasMany(Bill::class);
     }
 
     public function currency(): BelongsTo

app/Models/Company.php

@@ -89,6 +89,11 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->hasMany(BankAccount::class, 'company_id');
     }
 
+    public function bills(): HasMany
+    {
+        return $this->hasMany(Accounting\Bill::class, 'company_id');
+    }
+
     public function appearance(): HasOne
     {
         return $this->hasOne(Appearance::class, 'company_id');
@@ -137,9 +142,9 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->hasMany(Department::class, 'company_id');
     }
 
-    public function documents(): HasMany
+    public function invoices(): HasMany
     {
-        return $this->hasMany(Accounting\Document::class, 'company_id');
+        return $this->hasMany(Accounting\Invoice::class, 'company_id');
     }
 
     public function locale(): HasOne
@@ -147,6 +152,11 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->hasOne(Localization::class, 'company_id');
     }
 
+    public function payments(): HasMany
+    {
+        return $this->hasMany(Banking\Payment::class, 'company_id');
+    }
+
     public function profile(): HasOne
     {
         return $this->hasOne(CompanyProfile::class, 'company_id');

app/Observers/DocumentObserver.php

@@ -1,68 +0,0 @@
-<?php
-
-namespace App\Observers;
-
-use App\Models\Accounting\Document;
-
-class DocumentObserver
-{
-    /**
-     * Handle the Document "created" event.
-     */
-    public function created(Document $document): void
-    {
-        //
-    }
-
-    /**
-     * Handle the Document "deleted" event.
-     */
-    public function deleted(Document $document): void
-    {
-        //
-    }
-
-    /**
-     * Handle the Document "restored" event.
-     */
-    public function restored(Document $document): void
-    {
-        //
-    }
-
-    public function saved(Document $document): void
-    {
-        $this->recalculateTotals($document);
-    }
-
-    protected function recalculateTotals(Document $document): void
-    {
-        // Sum up values from line items
-        $subtotalCents = $document->lineItems()->sum('subtotal'); // Use the computed column directly
-        $taxTotalCents = $document->lineItems()->sum('tax_total'); // Sum from line items
-        $discountTotalCents = $document->lineItems()->sum('discount_total'); // Sum from line items
-        $grandTotalCents = $subtotalCents + $taxTotalCents - $discountTotalCents; // Calculated as before
-
-        // Convert from cents to dollars
-        $subtotal = $subtotalCents / 100;
-        $taxTotal = $taxTotalCents / 100;
-        $discountTotal = $discountTotalCents / 100;
-        $grandTotal = $grandTotalCents / 100;
-
-        // Update document totals
-        $document->updateQuietly([
-            'subtotal' => $subtotal, // Use database-computed subtotal
-            'tax_total' => $taxTotal,
-            'discount_total' => $discountTotal,
-            'total' => $grandTotal, // Use calculated grand total
-        ]);
-    }
-
-    /**
-     * Handle the Document "force deleted" event.
-     */
-    public function forceDeleted(Document $document): void
-    {
-        //
-    }
-}

app/Providers/FilamentCompaniesServiceProvider.php

@@ -25,11 +25,11 @@ use App\Filament\Company\Pages\ManageCompany;
 use App\Filament\Company\Pages\Reports;
 use App\Filament\Company\Pages\Service\ConnectedAccount;
 use App\Filament\Company\Pages\Service\LiveCurrency;
-use App\Filament\Company\Resources\Accounting\DocumentResource;
 use App\Filament\Company\Resources\Banking\AccountResource;
 use App\Filament\Company\Resources\Common\ClientResource;
 use App\Filament\Company\Resources\Common\OfferingResource;
 use App\Filament\Company\Resources\Common\VendorResource;
+use App\Filament\Company\Resources\Purchases\BillResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Filament\Components\PanelShiftDropdown;
 use App\Filament\User\Clusters\Account;
@@ -135,13 +135,15 @@ class FilamentCompaniesServiceProvider extends PanelProvider
                         NavigationGroup::make('Purchases')
                             ->label('Purchases')
                             ->icon('heroicon-o-shopping-cart')
-                            ->items(VendorResource::getNavigationItems()),
+                            ->items([
+                                ...BillResource::getNavigationItems(),
+                                ...VendorResource::getNavigationItems(),
+                            ]),
                         NavigationGroup::make('Accounting')
                             ->localizeLabel()
                             ->icon('heroicon-o-clipboard-document-list')
                             ->extraSidebarAttributes(['class' => 'es-sidebar-group'])
                             ->items([
-                                ...DocumentResource::getNavigationItems(),
                                 ...AccountChart::getNavigationItems(),
                                 ...Transactions::getNavigationItems(),
                             ]),

app/Providers/MacroServiceProvider.php

@@ -37,7 +37,7 @@ class MacroServiceProvider extends ServiceProvider
         TextInput::macro('money', function (string | Closure | null $currency = null): static {
             $currency ??= CurrencyAccessor::getDefaultCurrency();
 
-            $this->extraAttributes(['wire:key' => Str::random()])
+            $this
                 ->prefix(static function (TextInput $component) use ($currency) {
                     $currency = $component->evaluate($currency);
 

app/View/Models/InvoiceTotalViewModel.php

@@ -3,13 +3,13 @@
 namespace App\View\Models;
 
 use App\Models\Accounting\Adjustment;
-use App\Models\Accounting\Document;
+use App\Models\Accounting\Invoice;
 use App\Utilities\Currency\CurrencyConverter;
 
 class InvoiceTotalViewModel
 {
     public function __construct(
-        public ?Document $invoice,
+        public ?Invoice $invoice,
         public ?array $data = null
     ) {}
 
@@ -17,11 +17,16 @@ class InvoiceTotalViewModel
     {
         $lineItems = collect($this->data['lineItems'] ?? []);
 
-        $subtotal = $lineItems->sum(fn ($item) => ($item['quantity'] ?? 0) * ($item['unit_price'] ?? 0));
+        $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 = $item['quantity'] ?? 0;
-            $unitPrice = $item['unit_price'] ?? 0;
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
             $salesTaxes = $item['salesTaxes'] ?? [];
             $lineTotal = $quantity * $unitPrice;
 
@@ -33,8 +38,8 @@ class InvoiceTotalViewModel
         }, 0);
 
         $discountTotal = $lineItems->reduce(function ($carry, $item) {
-            $quantity = $item['quantity'] ?? 0;
-            $unitPrice = $item['unit_price'] ?? 0;
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
             $salesDiscounts = $item['salesDiscounts'] ?? [];
             $lineTotal = $quantity * $unitPrice;
 
@@ -47,16 +52,11 @@ class InvoiceTotalViewModel
 
         $grandTotal = $subtotal + ($taxTotal - $discountTotal);
 
-        $subTotalFormatted = CurrencyConverter::formatToMoney($subtotal);
-        $taxTotalFormatted = CurrencyConverter::formatToMoney($taxTotal);
-        $discountTotalFormatted = CurrencyConverter::formatToMoney($discountTotal);
-        $grandTotalFormatted = CurrencyConverter::formatToMoney($grandTotal);
-
         return [
-            'subtotal' => $subTotalFormatted,
-            'taxTotal' => $taxTotalFormatted,
-            'discountTotal' => $discountTotalFormatted,
-            'grandTotal' => $grandTotalFormatted,
+            'subtotal' => CurrencyConverter::formatToMoney($subtotal),
+            'taxTotal' => CurrencyConverter::formatToMoney($taxTotal),
+            'discountTotal' => CurrencyConverter::formatToMoney($discountTotal),
+            'grandTotal' => CurrencyConverter::formatToMoney($grandTotal),
         ];
     }
 }

composer.lock

@@ -497,16 +497,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.330.2",
+            "version": "3.331.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "4ac43cc8356fb16a494c3631c8f39f6e7555f00a"
+                "reference": "0f8b3f63ba7b296afedcb3e6a43ce140831b9400"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/4ac43cc8356fb16a494c3631c8f39f6e7555f00a",
-                "reference": "4ac43cc8356fb16a494c3631c8f39f6e7555f00a",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/0f8b3f63ba7b296afedcb3e6a43ce140831b9400",
+                "reference": "0f8b3f63ba7b296afedcb3e6a43ce140831b9400",
                 "shasum": ""
             },
             "require": {
@@ -535,7 +535,7 @@
                 "nette/neon": "^2.3",
                 "paragonie/random_compat": ">= 2",
                 "phpunit/phpunit": "^5.6.3 || ^8.5 || ^9.5",
-                "psr/cache": "^1.0",
+                "psr/cache": "^1.0 || ^2.0 || ^3.0",
                 "psr/simple-cache": "^1.0 || ^2.0 || ^3.0",
                 "sebastian/comparator": "^1.2.3 || ^4.0",
                 "yoast/phpunit-polyfills": "^1.0"
@@ -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/3.330.2"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.331.0"
             },
-            "time": "2024-11-26T19:07:56+00:00"
+            "time": "2024-11-27T19:12:58+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",
@@ -1664,16 +1664,16 @@
         },
         {
             "name": "filament/actions",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/actions.git",
-                "reference": "631b38a36f5209a3884182acee60a0db682c6d24"
+                "reference": "56d5d6f288cc5793b6da0cd85db45ffd98d06c6a"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/actions/zipball/631b38a36f5209a3884182acee60a0db682c6d24",
-                "reference": "631b38a36f5209a3884182acee60a0db682c6d24",
+                "url": "https://api.github.com/repos/filamentphp/actions/zipball/56d5d6f288cc5793b6da0cd85db45ffd98d06c6a",
+                "reference": "56d5d6f288cc5793b6da0cd85db45ffd98d06c6a",
                 "shasum": ""
             },
             "require": {
@@ -1713,20 +1713,20 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:31+00:00"
+            "time": "2024-11-27T16:52:06+00:00"
         },
         {
             "name": "filament/filament",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/panels.git",
-                "reference": "3f170b1c57033ad8e9e6bd71f3dc3f0665bf3ae9"
+                "reference": "f76abb738d64cbb71fddb04d4c34e97b7e7ed86c"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/panels/zipball/3f170b1c57033ad8e9e6bd71f3dc3f0665bf3ae9",
-                "reference": "3f170b1c57033ad8e9e6bd71f3dc3f0665bf3ae9",
+                "url": "https://api.github.com/repos/filamentphp/panels/zipball/f76abb738d64cbb71fddb04d4c34e97b7e7ed86c",
+                "reference": "f76abb738d64cbb71fddb04d4c34e97b7e7ed86c",
                 "shasum": ""
             },
             "require": {
@@ -1778,20 +1778,20 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:35+00:00"
+            "time": "2024-11-27T16:52:10+00:00"
         },
         {
             "name": "filament/forms",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/forms.git",
-                "reference": "c73351c086036bd8de24e8671fd97018942d6d61"
+                "reference": "7fadc5def6c9fbaf5ab68d1e65829ec4f2859a56"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/forms/zipball/c73351c086036bd8de24e8671fd97018942d6d61",
-                "reference": "c73351c086036bd8de24e8671fd97018942d6d61",
+                "url": "https://api.github.com/repos/filamentphp/forms/zipball/7fadc5def6c9fbaf5ab68d1e65829ec4f2859a56",
+                "reference": "7fadc5def6c9fbaf5ab68d1e65829ec4f2859a56",
                 "shasum": ""
             },
             "require": {
@@ -1834,11 +1834,11 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:31+00:00"
+            "time": "2024-11-27T16:52:07+00:00"
         },
         {
             "name": "filament/infolists",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/infolists.git",
@@ -1889,7 +1889,7 @@
         },
         {
             "name": "filament/notifications",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/notifications.git",
@@ -1941,27 +1941,27 @@
         },
         {
             "name": "filament/support",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/support.git",
-                "reference": "13b1e485d3bc993950c9e61a3f6a8cb05efd2b96"
+                "reference": "4bd6a02e096742ec68d0ed955b285579b21d02a4"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/support/zipball/13b1e485d3bc993950c9e61a3f6a8cb05efd2b96",
-                "reference": "13b1e485d3bc993950c9e61a3f6a8cb05efd2b96",
+                "url": "https://api.github.com/repos/filamentphp/support/zipball/4bd6a02e096742ec68d0ed955b285579b21d02a4",
+                "reference": "4bd6a02e096742ec68d0ed955b285579b21d02a4",
                 "shasum": ""
             },
             "require": {
-                "blade-ui-kit/blade-heroicons": "^2.2.1",
+                "blade-ui-kit/blade-heroicons": "^2.5",
                 "doctrine/dbal": "^3.2|^4.0",
                 "ext-intl": "*",
                 "illuminate/contracts": "^10.45|^11.0",
                 "illuminate/support": "^10.45|^11.0",
                 "illuminate/view": "^10.45|^11.0",
                 "kirschbaum-development/eloquent-power-joins": "^3.0|^4.0",
-                "livewire/livewire": "^3.4.10",
+                "livewire/livewire": "3.5.12",
                 "php": "^8.1",
                 "ryangjchandler/blade-capture-directive": "^0.2|^0.3|^1.0",
                 "spatie/color": "^1.5",
@@ -1996,20 +1996,20 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:51+00:00"
+            "time": "2024-11-27T16:52:24+00:00"
         },
         {
             "name": "filament/tables",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/tables.git",
-                "reference": "5f1b04952080e71f3f72bae3801f2757619722e7"
+                "reference": "85b23e7222e4b3df8531fc62b480a11e2dfb00c4"
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                 "type": "zip",
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-                "reference": "5f1b04952080e71f3f72bae3801f2757619722e7",
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@@ -2048,20 +2048,20 @@
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                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:47+00:00"
+            "time": "2024-11-27T16:52:27+00:00"
         },
         {
             "name": "filament/widgets",
-            "version": "v3.2.124",
+            "version": "v3.2.125",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/widgets.git",
-                "reference": "59a907af93c9027180e2bac5879f35b5fb11c96f"
+                "reference": "6de1c84d71168fd1c6a5b1ae1e1b4ec5ee4b6f55"
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-                "reference": "59a907af93c9027180e2bac5879f35b5fb11c96f",
+                "url": "https://api.github.com/repos/filamentphp/widgets/zipball/6de1c84d71168fd1c6a5b1ae1e1b4ec5ee4b6f55",
+                "reference": "6de1c84d71168fd1c6a5b1ae1e1b4ec5ee4b6f55",
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@@ -2092,7 +2092,7 @@
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                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-11-13T16:35:48+00:00"
+            "time": "2024-11-27T16:52:29+00:00"
         },
         {
             "name": "firebase/php-jwt",
@@ -2982,16 +2982,16 @@
         },
         {
             "name": "laravel/framework",
-            "version": "v11.34.1",
+            "version": "v11.34.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/framework.git",
-                "reference": "ed07324892c87277b7d37ba76b1a6f93a37401b5"
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-                "reference": "ed07324892c87277b7d37ba76b1a6f93a37401b5",
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@@ -3191,7 +3191,7 @@
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                 "source": "https://github.com/laravel/framework"
             },
-            "time": "2024-11-26T21:32:01+00:00"
+            "time": "2024-11-27T15:43:57+00:00"
         },
         {
             "name": "laravel/prompts",
@@ -4265,12 +4265,12 @@
             "type": "library",
             "extra": {
                 "laravel": {
-                    "providers": [
-                        "Livewire\\LivewireServiceProvider"
-                    ],
                     "aliases": {
                         "Livewire": "Livewire\\Livewire"
-                    }
+                    },
+                    "providers": [
+                        "Livewire\\LivewireServiceProvider"
+                    ]
                 }
             },
             "autoload": {
@@ -6821,16 +6821,16 @@
         },
         {
             "name": "symfony/deprecation-contracts",
-            "version": "v3.5.0",
+            "version": "v3.5.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/deprecation-contracts.git",
-                "reference": "0e0d29ce1f20deffb4ab1b016a7257c4f1e789a1"
+                "reference": "74c71c939a79f7d5bf3c1ce9f5ea37ba0114c6f6"
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-                "reference": "0e0d29ce1f20deffb4ab1b016a7257c4f1e789a1",
+                "url": "https://api.github.com/repos/symfony/deprecation-contracts/zipball/74c71c939a79f7d5bf3c1ce9f5ea37ba0114c6f6",
+                "reference": "74c71c939a79f7d5bf3c1ce9f5ea37ba0114c6f6",
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@@ -6868,7 +6868,7 @@
             "description": "A generic function and convention to trigger deprecation notices",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/deprecation-contracts/tree/v3.5.0"
+                "source": "https://github.com/symfony/deprecation-contracts/tree/v3.5.1"
             },
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                 {
@@ -6884,7 +6884,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-04-18T09:32:20+00:00"
+            "time": "2024-09-25T14:20:29+00:00"
         },
         {
             "name": "symfony/error-handler",
@@ -7043,16 +7043,16 @@
         },
         {
             "name": "symfony/event-dispatcher-contracts",
-            "version": "v3.5.0",
+            "version": "v3.5.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/event-dispatcher-contracts.git",
-                "reference": "8f93aec25d41b72493c6ddff14e916177c9efc50"
+                "reference": "7642f5e970b672283b7823222ae8ef8bbc160b9f"
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-                "url": "https://api.github.com/repos/symfony/event-dispatcher-contracts/zipball/8f93aec25d41b72493c6ddff14e916177c9efc50",
-                "reference": "8f93aec25d41b72493c6ddff14e916177c9efc50",
+                "url": "https://api.github.com/repos/symfony/event-dispatcher-contracts/zipball/7642f5e970b672283b7823222ae8ef8bbc160b9f",
+                "reference": "7642f5e970b672283b7823222ae8ef8bbc160b9f",
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             },
             "require": {
@@ -7099,7 +7099,7 @@
                 "standards"
             ],
             "support": {
-                "source": "https://github.com/symfony/event-dispatcher-contracts/tree/v3.5.0"
+                "source": "https://github.com/symfony/event-dispatcher-contracts/tree/v3.5.1"
             },
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                 {
@@ -7115,7 +7115,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-04-18T09:32:20+00:00"
+            "time": "2024-09-25T14:20:29+00:00"
         },
         {
             "name": "symfony/finder",
@@ -7252,16 +7252,16 @@
         },
         {
             "name": "symfony/http-foundation",
-            "version": "v7.1.8",
+            "version": "v7.1.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/http-foundation.git",
-                "reference": "f4419ec69ccfc3f725a4de7c20e4e57626d10112"
+                "reference": "82765842fb599c7ed839b650214680c7ee5779be"
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-                "url": "https://api.github.com/repos/symfony/http-foundation/zipball/f4419ec69ccfc3f725a4de7c20e4e57626d10112",
-                "reference": "f4419ec69ccfc3f725a4de7c20e4e57626d10112",
+                "url": "https://api.github.com/repos/symfony/http-foundation/zipball/82765842fb599c7ed839b650214680c7ee5779be",
+                "reference": "82765842fb599c7ed839b650214680c7ee5779be",
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             "require": {
@@ -7309,7 +7309,7 @@
             "description": "Defines an object-oriented layer for the HTTP specification",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/http-foundation/tree/v7.1.8"
+                "source": "https://github.com/symfony/http-foundation/tree/v7.1.9"
             },
             "funding": [
                 {
@@ -7325,20 +7325,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-11-09T09:16:45+00:00"
+            "time": "2024-11-13T18:58:36+00:00"
         },
         {
             "name": "symfony/http-kernel",
-            "version": "v7.1.8",
+            "version": "v7.1.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/http-kernel.git",
-                "reference": "33fef24e3dc79d6d30bf4936531f2f4bd2ca189e"
+                "reference": "649d0e23c571344ef1153d4ffb2564f534b85a45"
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             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/http-kernel/zipball/33fef24e3dc79d6d30bf4936531f2f4bd2ca189e",
-                "reference": "33fef24e3dc79d6d30bf4936531f2f4bd2ca189e",
+                "url": "https://api.github.com/repos/symfony/http-kernel/zipball/649d0e23c571344ef1153d4ffb2564f534b85a45",
+                "reference": "649d0e23c571344ef1153d4ffb2564f534b85a45",
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             "require": {
@@ -7423,7 +7423,7 @@
             "description": "Provides a structured process for converting a Request into a Response",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/http-kernel/tree/v7.1.8"
+                "source": "https://github.com/symfony/http-kernel/tree/v7.1.9"
             },
             "funding": [
                 {
@@ -7439,7 +7439,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-11-13T14:25:32+00:00"
+            "time": "2024-11-27T12:55:11+00:00"
         },
         {
             "name": "symfony/intl",
@@ -8387,16 +8387,16 @@
         },
         {
             "name": "symfony/routing",
-            "version": "v7.1.6",
+            "version": "v7.1.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/routing.git",
-                "reference": "66a2c469f6c22d08603235c46a20007c0701ea0a"
+                "reference": "a27bb8e0cc3ca4baf17159d053910c9736c3aa4c"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/routing/zipball/66a2c469f6c22d08603235c46a20007c0701ea0a",
-                "reference": "66a2c469f6c22d08603235c46a20007c0701ea0a",
+                "url": "https://api.github.com/repos/symfony/routing/zipball/a27bb8e0cc3ca4baf17159d053910c9736c3aa4c",
+                "reference": "a27bb8e0cc3ca4baf17159d053910c9736c3aa4c",
                 "shasum": ""
             },
             "require": {
@@ -8448,7 +8448,7 @@
                 "url"
             ],
             "support": {
-                "source": "https://github.com/symfony/routing/tree/v7.1.6"
+                "source": "https://github.com/symfony/routing/tree/v7.1.9"
             },
             "funding": [
                 {
@@ -8464,20 +8464,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-10-01T08:31:23+00:00"
+            "time": "2024-11-13T16:12:35+00:00"
         },
         {
             "name": "symfony/service-contracts",
-            "version": "v3.5.0",
+            "version": "v3.5.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/service-contracts.git",
-                "reference": "bd1d9e59a81d8fa4acdcea3f617c581f7475a80f"
+                "reference": "e53260aabf78fb3d63f8d79d69ece59f80d5eda0"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/service-contracts/zipball/bd1d9e59a81d8fa4acdcea3f617c581f7475a80f",
-                "reference": "bd1d9e59a81d8fa4acdcea3f617c581f7475a80f",
+                "url": "https://api.github.com/repos/symfony/service-contracts/zipball/e53260aabf78fb3d63f8d79d69ece59f80d5eda0",
+                "reference": "e53260aabf78fb3d63f8d79d69ece59f80d5eda0",
                 "shasum": ""
             },
             "require": {
@@ -8531,7 +8531,7 @@
                 "standards"
             ],
             "support": {
-                "source": "https://github.com/symfony/service-contracts/tree/v3.5.0"
+                "source": "https://github.com/symfony/service-contracts/tree/v3.5.1"
             },
             "funding": [
                 {
@@ -8547,7 +8547,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-04-18T09:32:20+00:00"
+            "time": "2024-09-25T14:20:29+00:00"
         },
         {
             "name": "symfony/string",
@@ -8732,16 +8732,16 @@
         },
         {
             "name": "symfony/translation-contracts",
-            "version": "v3.5.0",
+            "version": "v3.5.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/translation-contracts.git",
-                "reference": "b9d2189887bb6b2e0367a9fc7136c5239ab9b05a"
+                "reference": "4667ff3bd513750603a09c8dedbea942487fb07c"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/translation-contracts/zipball/b9d2189887bb6b2e0367a9fc7136c5239ab9b05a",
-                "reference": "b9d2189887bb6b2e0367a9fc7136c5239ab9b05a",
+                "url": "https://api.github.com/repos/symfony/translation-contracts/zipball/4667ff3bd513750603a09c8dedbea942487fb07c",
+                "reference": "4667ff3bd513750603a09c8dedbea942487fb07c",
                 "shasum": ""
             },
             "require": {
@@ -8790,7 +8790,7 @@
                 "standards"
             ],
             "support": {
-                "source": "https://github.com/symfony/translation-contracts/tree/v3.5.0"
+                "source": "https://github.com/symfony/translation-contracts/tree/v3.5.1"
             },
             "funding": [
                 {
@@ -8806,7 +8806,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-04-18T09:32:20+00:00"
+            "time": "2024-09-25T14:20:29+00:00"
         },
         {
             "name": "symfony/uid",
@@ -9702,16 +9702,16 @@
         },
         {
             "name": "laravel/sail",
-            "version": "v1.39.0",
+            "version": "v1.39.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/sail.git",
-                "reference": "be9d67a11133535811f9ec4ab5c176a2f47250fc"
+                "reference": "1a3c7291bc88de983b66688919a4d298d68ddec7"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/sail/zipball/be9d67a11133535811f9ec4ab5c176a2f47250fc",
-                "reference": "be9d67a11133535811f9ec4ab5c176a2f47250fc",
+                "url": "https://api.github.com/repos/laravel/sail/zipball/1a3c7291bc88de983b66688919a4d298d68ddec7",
+                "reference": "1a3c7291bc88de983b66688919a4d298d68ddec7",
                 "shasum": ""
             },
             "require": {
@@ -9761,7 +9761,7 @@
                 "issues": "https://github.com/laravel/sail/issues",
                 "source": "https://github.com/laravel/sail"
             },
-            "time": "2024-11-25T23:48:26+00:00"
+            "time": "2024-11-27T15:42:28+00:00"
         },
         {
             "name": "mockery/mockery",

database/factories/Accounting/DocumentFactory.php → database/factories/Accounting/BillFactory.php

@@ -5,9 +5,9 @@ namespace Database\Factories\Accounting;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Accounting\Document>
+ * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Accounting\Bill>
  */
-class DocumentFactory extends Factory
+class BillFactory extends Factory
 {
     /**
      * Define the model's default state.

database/factories/Accounting/InvoiceFactory.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Accounting\Invoice>
+ */
+class InvoiceFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/Common/AddressFactory.php

@@ -2,13 +2,20 @@
 
 namespace Database\Factories\Common;
 
+use App\Enums\Common\AddressType;
+use App\Models\Common\Address;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Common\Address>
+ * @extends Factory<Address>
  */
 class AddressFactory extends Factory
 {
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Address::class;
+
     /**
      * Define the model's default state.
      *
@@ -17,7 +24,40 @@ class AddressFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'company_id' => 1,
+            'type' => $this->faker->randomElement(AddressType::cases()),
+            'recipient' => $this->faker->name,
+            'phone' => $this->faker->phoneNumber,
+            'address_line_1' => $this->faker->streetAddress,
+            'address_line_2' => $this->faker->streetAddress,
+            'city' => $this->faker->city,
+            'state' => $this->faker->state('US'),
+            'postal_code' => $this->faker->postcode,
+            'country' => 'US',
+            'notes' => $this->faker->sentence,
+            'created_by' => 1,
+            'updated_by' => 1,
         ];
     }
+
+    public function billing(): self
+    {
+        return $this->state([
+            'type' => AddressType::Billing,
+        ]);
+    }
+
+    public function shipping(): self
+    {
+        return $this->state([
+            'type' => AddressType::Shipping,
+        ]);
+    }
+
+    public function general(): self
+    {
+        return $this->state([
+            'type' => AddressType::General,
+        ]);
+    }
 }

database/factories/Common/ClientFactory.php

@@ -2,13 +2,21 @@
 
 namespace Database\Factories\Common;
 
+use App\Models\Common\Address;
+use App\Models\Common\Client;
+use App\Models\Common\Contact;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Common\Client>
+ * @extends Factory<Client>
  */
 class ClientFactory extends Factory
 {
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Client::class;
+
     /**
      * Define the model's default state.
      *
@@ -17,7 +25,31 @@ class ClientFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'company_id' => 1,
+            'name' => $this->faker->company,
+            'currency_code' => 'USD',
+            'account_number' => $this->faker->unique()->numerify(str_repeat('#', 12)),
+            'website' => $this->faker->url,
+            'notes' => $this->faker->sentence,
+            'created_by' => 1,
+            'updated_by' => 1,
         ];
     }
+
+    public function withContacts(int $count = 1): self
+    {
+        return $this->has(Contact::factory()->count($count));
+    }
+
+    public function withPrimaryContact(): self
+    {
+        return $this->has(Contact::factory()->primary());
+    }
+
+    public function withAddresses(): self
+    {
+        return $this
+            ->has(Address::factory()->billing())
+            ->has(Address::factory()->shipping());
+    }
 }

database/factories/Common/ContactFactory.php

@@ -10,6 +10,11 @@ use Illuminate\Database\Eloquent\Factories\Factory;
  */
 class ContactFactory extends Factory
 {
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Contact::class;
+
     /**
      * Define the model's default state.
      *
@@ -18,8 +23,67 @@ class ContactFactory extends Factory
     public function definition(): array
     {
         return [
-            'name' => $this->faker->name(),
-            'email' => $this->faker->unique()->safeEmail(),
+            'company_id' => 1,
+            'first_name' => $this->faker->firstName,
+            'last_name' => $this->faker->lastName,
+            'email' => $this->faker->unique()->safeEmail,
+            'phones' => $this->generatePhones(),
+            'is_primary' => $this->faker->boolean(50),
+            'created_by' => 1,
+            'updated_by' => 1,
         ];
     }
+
+    protected function generatePhones(): array
+    {
+        $phones = [];
+
+        if ($this->faker->boolean(80)) {
+            $phones[] = [
+                'data' => ['number' => $this->faker->phoneNumber],
+                'type' => 'primary',
+            ];
+        }
+
+        if ($this->faker->boolean(50)) {
+            $phones[] = [
+                'data' => ['number' => $this->faker->phoneNumber],
+                'type' => 'mobile',
+            ];
+        }
+
+        if ($this->faker->boolean(30)) {
+            $phones[] = [
+                'data' => ['number' => $this->faker->phoneNumber],
+                'type' => 'toll_free',
+            ];
+        }
+
+        if ($this->faker->boolean(10)) {
+            $phones[] = [
+                'data' => ['number' => $this->faker->phoneNumber],
+                'type' => 'fax',
+            ];
+        }
+
+        return $phones;
+    }
+
+    public function primary(): self
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'is_primary' => true,
+            ];
+        });
+    }
+
+    public function secondary(): self
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'is_primary' => false,
+            ];
+        });
+    }
 }

database/factories/Common/OfferingFactory.php

@@ -2,13 +2,25 @@
 
 namespace Database\Factories\Common;
 
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Enums\Accounting\AdjustmentType;
+use App\Enums\Common\OfferingType;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\Adjustment;
+use App\Models\Common\Offering;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Common\Offering>
+ * @extends Factory<Offering>
  */
 class OfferingFactory extends Factory
 {
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Offering::class;
+
     /**
      * Define the model's default state.
      *
@@ -17,7 +29,87 @@ class OfferingFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'company_id' => 1,
+            'name' => $this->faker->words(3, true),
+            'description' => $this->faker->sentence,
+            'type' => $this->faker->randomElement(OfferingType::cases()),
+            'price' => $this->faker->numberBetween(5, 1000),
+            'sellable' => $this->faker->boolean(80),
+            'purchasable' => $this->faker->boolean(80),
+            'income_account_id' => function (array $attributes) {
+                return $attributes['sellable'] ? 10 : null;
+            },
+            'expense_account_id' => function (array $attributes) {
+                return $attributes['purchasable'] ? $this->faker->numberBetween(17, 35) : null;
+            },
+            'created_by' => 1,
+            'updated_by' => 1,
         ];
     }
+
+    public function sellable(): self
+    {
+        $incomeAccount = Account::query()
+            ->where('category', AccountCategory::Revenue)
+            ->where('type', AccountType::OperatingRevenue)
+            ->inRandomOrder()
+            ->first();
+
+        return $this->state(function (array $attributes) use ($incomeAccount) {
+            return [
+                'sellable' => true,
+                'income_account_id' => $incomeAccount?->id ?? 10,
+            ];
+        });
+    }
+
+    public function purchasable(): self
+    {
+        $expenseAccount = Account::query()
+            ->where('category', AccountCategory::Expense)
+            ->where('type', AccountType::OperatingExpense)
+            ->inRandomOrder()
+            ->first();
+
+        return $this->state(function (array $attributes) use ($expenseAccount) {
+            return [
+                'purchasable' => true,
+                'expense_account_id' => $expenseAccount?->id ?? $this->faker->numberBetween(17, 35),
+            ];
+        });
+    }
+
+    public function withSalesAdjustments(): self
+    {
+        return $this->afterCreating(function (Offering $offering) {
+            if ($offering->sellable) {
+                $adjustments = $offering->company?->adjustments()
+                    ->where('type', AdjustmentType::Sales)
+                    ->pluck('id');
+
+                $adjustmentsToAttach = $adjustments->isNotEmpty()
+                    ? $adjustments->random(min(2, $adjustments->count()))
+                    : Adjustment::factory()->salesTax()->count(2)->create()->pluck('id');
+
+                $offering->salesAdjustments()->attach($adjustmentsToAttach);
+            }
+        });
+    }
+
+    public function withPurchaseAdjustments(): self
+    {
+        return $this->afterCreating(function (Offering $offering) {
+            if ($offering->purchasable) {
+                $adjustments = $offering->company?->adjustments()
+                    ->where('type', AdjustmentType::Purchase)
+                    ->pluck('id');
+
+                $adjustmentsToAttach = $adjustments->isNotEmpty()
+                    ? $adjustments->random(min(2, $adjustments->count()))
+                    : Adjustment::factory()->purchaseTax()->count(2)->create()->pluck('id');
+
+                $offering->purchaseAdjustments()->attach($adjustmentsToAttach);
+            }
+        });
+    }
 }

database/factories/Common/VendorFactory.php

@@ -2,13 +2,23 @@
 
 namespace Database\Factories\Common;
 
+use App\Enums\Common\ContractorType;
+use App\Enums\Common\VendorType;
+use App\Models\Common\Address;
+use App\Models\Common\Contact;
+use App\Models\Common\Vendor;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\Common\Vendor>
+ * @extends Factory<Vendor>
  */
 class VendorFactory extends Factory
 {
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Vendor::class;
+
     /**
      * Define the model's default state.
      *
@@ -17,7 +27,64 @@ class VendorFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'company_id' => 1,
+            'name' => $this->faker->company,
+            'type' => $this->faker->randomElement(VendorType::cases()),
+            'contractor_type' => function (array $attributes) {
+                return $attributes['type'] === VendorType::Contractor ? $this->faker->randomElement(ContractorType::cases()) : null;
+            },
+            'ssn' => function (array $attributes) {
+                return $attributes['contractor_type'] === ContractorType::Individual ? $this->faker->numerify(str_repeat('#', 9)) : null;
+            },
+            'ein' => function (array $attributes) {
+                return $attributes['contractor_type'] === ContractorType::Business ? $this->faker->numerify(str_repeat('#', 9)) : null;
+            },
+            'currency_code' => 'USD',
+            'account_number' => $this->faker->unique()->numerify(str_repeat('#', 12)),
+            'website' => $this->faker->url,
+            'notes' => $this->faker->sentence,
+            'created_by' => 1,
+            'updated_by' => 1,
         ];
     }
+
+    public function regular(): self
+    {
+        return $this->state([
+            'type' => VendorType::Regular,
+        ]);
+    }
+
+    public function contractor(): self
+    {
+        return $this->state([
+            'type' => VendorType::Contractor,
+        ]);
+    }
+
+    public function individualContractor(): self
+    {
+        return $this->state([
+            'type' => VendorType::Contractor,
+            'contractor_type' => ContractorType::Individual,
+        ]);
+    }
+
+    public function businessContractor(): self
+    {
+        return $this->state([
+            'type' => VendorType::Contractor,
+            'contractor_type' => ContractorType::Business,
+        ]);
+    }
+
+    public function withContact(): self
+    {
+        return $this->has(Contact::factory()->primary());
+    }
+
+    public function withAddress(): self
+    {
+        return $this->has(Address::factory()->general());
+    }
 }

database/factories/CompanyFactory.php

@@ -3,6 +3,9 @@
 namespace Database\Factories;
 
 use App\Models\Accounting\Transaction;
+use App\Models\Common\Client;
+use App\Models\Common\Offering;
+use App\Models\Common\Vendor;
 use App\Models\Company;
 use App\Models\Setting\CompanyProfile;
 use App\Models\User;
@@ -65,4 +68,31 @@ class CompanyFactory extends Factory
                 ]);
         });
     }
+
+    public function withClients(int $count = 10): self
+    {
+        return $this->has(Client::factory()->count($count)->withPrimaryContact()->withAddresses());
+    }
+
+    public function withVendors(int $count = 10): self
+    {
+        return $this->has(Vendor::factory()->count($count)->withContact()->withAddress());
+    }
+
+    public function withOfferings(int $count = 10): self
+    {
+        return $this->afterCreating(function (Company $company) use ($count) {
+            Offering::factory()
+                ->count($count)
+                ->sellable()
+                ->withSalesAdjustments()
+                ->purchasable()
+                ->withPurchaseAdjustments()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+        });
+    }
 }

database/migrations/2024_11_13_215818_create_payments_table.php

@@ -14,7 +14,7 @@ return new class extends Migration
         Schema::create('payments', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->morphs('payable');
             $table->date('date');
             $table->integer('amount');
             $table->string('payment_method');

database/migrations/2024_11_13_220301_create_document_line_items_table.php

@@ -14,7 +14,7 @@ return new class extends Migration
         Schema::create('document_line_items', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->morphs('documentable');
             $table->foreignId('offering_id')->nullable()->constrained()->nullOnDelete();
             $table->string('description')->nullable();
             $table->integer('quantity')->default(1);

database/migrations/2024_11_27_221657_create_bills_table.php

@@ -0,0 +1,43 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('bills', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('vendor_id')->nullable()->constrained('vendors')->nullOnDelete();
+            $table->string('bill_number')->nullable();
+            $table->string('order_number')->nullable(); // PO, SO, etc.
+            $table->date('date')->nullable();
+            $table->date('due_date')->nullable();
+            $table->string('status')->default('draft');
+            $table->string('currency_code')->nullable();
+            $table->integer('subtotal')->default(0);
+            $table->integer('tax_total')->default(0);
+            $table->integer('discount_total')->default(0);
+            $table->integer('total')->default(0);
+            $table->integer('amount_paid')->default(0);
+            $table->integer('amount_due')->storedAs('total - amount_paid');
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('bills');
+    }
+};

database/migrations/2024_11_13_214900_create_documents_table.php → database/migrations/2024_11_27_223015_create_invoices_table.php

@@ -11,16 +11,14 @@ return new class extends Migration
      */
     public function up(): void
     {
-        Schema::create('documents', function (Blueprint $table) {
+        Schema::create('invoices', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->foreignId('client_id')->nullable()->constrained('clients')->nullOnDelete();
-            $table->foreignId('vendor_id')->nullable()->constrained('vendors')->nullOnDelete();
-            $table->string('type'); // invoice, bill, etc.
             $table->string('logo')->nullable();
             $table->string('header')->nullable();
             $table->string('subheader')->nullable();
-            $table->string('document_number')->nullable();
+            $table->string('invoice_number')->nullable();
             $table->string('order_number')->nullable(); // PO, SO, etc.
             $table->date('date')->nullable();
             $table->date('due_date')->nullable();
@@ -45,6 +43,6 @@ return new class extends Migration
      */
     public function down(): void
     {
-        Schema::dropIfExists('documents');
+        Schema::dropIfExists('invoices');
     }
 };

database/seeders/DatabaseSeeder.php

@@ -20,7 +20,10 @@ class DatabaseSeeder extends Seeder
                     ->state([
                         'name' => 'ERPSAAS',
                     ])
-                    ->withTransactions();
+                    ->withTransactions()
+                    ->withOfferings()
+                    ->withClients()
+                    ->withVendors();
             })
             ->create([
                 'name' => 'Admin',