wip

app/Enums/Accounting/InvoiceStatus.php

@@ -8,6 +8,7 @@ use Filament\Support\Contracts\HasLabel;
 enum InvoiceStatus: string implements HasColor, HasLabel
 {
     case Draft = 'draft';
+    case Unsent = 'unsent';
     case Sent = 'sent';
 
     case Partial = 'partial';
@@ -26,7 +27,7 @@ enum InvoiceStatus: string implements HasColor, HasLabel
     public function getColor(): string | array | null
     {
         return match ($this) {
-            self::Draft, self::Void => 'gray',
+            self::Draft, self::Unsent, self::Void => 'gray',
             self::Sent => 'primary',
             self::Partial => 'warning',
             self::Paid => 'success',

app/Filament/Company/Clusters/Settings/Pages/Appearance.php

@@ -4,8 +4,6 @@ namespace App\Filament\Company\Clusters\Settings\Pages;
 
 use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
 use App\Filament\Company\Clusters\Settings;
 use App\Models\Setting\Appearance as AppearanceModel;
 use App\Services\CompanySettingsService;
@@ -104,7 +102,6 @@ class Appearance extends Page
         return $form
             ->schema([
                 $this->getGeneralSection(),
-                $this->getDataPresentationSection(),
             ])
             ->model($this->record)
             ->statePath('data')
@@ -142,21 +139,6 @@ class Appearance extends Page
             ])->columns();
     }
 
-    protected function getDataPresentationSection(): Component
-    {
-        return Section::make('Data Presentation')
-            ->schema([
-                Select::make('table_sort_direction')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->options(TableSortDirection::class),
-                Select::make('records_per_page')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->options(RecordsPerPage::class),
-            ])->columns();
-    }
-
     protected function handleRecordUpdate(AppearanceModel $record, array $data): AppearanceModel
     {
         $record->fill($data);
@@ -166,19 +148,9 @@ class Appearance extends Page
             'font',
         ];
 
-        $cachedKeysToWatch = [
-            'primary_color',
-            'font',
-            'table_sort_direction',
-            'records_per_page',
-        ];
-
         if ($record->isDirty($keysToWatch)) {
-            $this->dispatch('appearanceUpdated');
-        }
-
-        if ($record->isDirty($cachedKeysToWatch)) {
             CompanySettingsService::invalidateSettings($record->company_id);
+            $this->dispatch('appearanceUpdated');
         }
 
         $record->save();

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

@@ -1,10 +1,10 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common;
+namespace App\Filament\Company\Resources\Purchases;
 
 use App\Enums\Common\ContractorType;
 use App\Enums\Common\VendorType;
-use App\Filament\Company\Resources\Common\VendorResource\Pages;
+use App\Filament\Company\Resources\Purchases\VendorResource\Pages;
 use App\Filament\Forms\Components\CreateCurrencySelect;
 use App\Filament\Forms\Components\CustomSection;
 use App\Filament\Forms\Components\PhoneBuilder;

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

@@ -1,9 +1,9 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\VendorResource\Pages;
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
 
 use App\Concerns\RedirectToListPage;
-use App\Filament\Company\Resources\Common\VendorResource;
+use App\Filament\Company\Resources\Purchases\VendorResource;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Enums\MaxWidth;
 

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

@@ -1,9 +1,9 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\VendorResource\Pages;
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
 
 use App\Concerns\RedirectToListPage;
-use App\Filament\Company\Resources\Common\VendorResource;
+use App\Filament\Company\Resources\Purchases\VendorResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
 use Filament\Support\Enums\MaxWidth;

app/Filament/Company/Resources/Common/VendorResource/Pages/ListVendors.php → app/Filament/Company/Resources/Purchases/VendorResource/Pages/ListVendors.php

@@ -1,8 +1,8 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\VendorResource\Pages;
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
 
-use App\Filament\Company\Resources\Common\VendorResource;
+use App\Filament\Company\Resources\Purchases\VendorResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
 

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

@@ -1,8 +1,8 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common;
+namespace App\Filament\Company\Resources\Sales;
 
-use App\Filament\Company\Resources\Common\ClientResource\Pages;
+use App\Filament\Company\Resources\Sales\ClientResource\Pages;
 use App\Filament\Forms\Components\CreateCurrencySelect;
 use App\Filament\Forms\Components\CustomSection;
 use App\Filament\Forms\Components\PhoneBuilder;

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

@@ -1,9 +1,9 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\ClientResource\Pages;
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
 
 use App\Concerns\RedirectToListPage;
-use App\Filament\Company\Resources\Common\ClientResource;
+use App\Filament\Company\Resources\Sales\ClientResource;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Enums\MaxWidth;
 

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

@@ -1,9 +1,9 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\ClientResource\Pages;
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
 
 use App\Concerns\RedirectToListPage;
-use App\Filament\Company\Resources\Common\ClientResource;
+use App\Filament\Company\Resources\Sales\ClientResource;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
 use Filament\Support\Enums\MaxWidth;

app/Filament/Company/Resources/Common/ClientResource/Pages/ListClients.php → app/Filament/Company/Resources/Sales/ClientResource/Pages/ListClients.php

@@ -1,8 +1,8 @@
 <?php
 
-namespace App\Filament\Company\Resources\Common\ClientResource\Pages;
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
 
-use App\Filament\Company\Resources\Common\ClientResource;
+use App\Filament\Company\Resources\Sales\ClientResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
 

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

@@ -440,6 +440,7 @@ class InvoiceResource extends Resource
             ])
             ->actions([
                 Tables\Actions\EditAction::make(),
+                Tables\Actions\ViewAction::make(),
             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([
@@ -460,6 +461,7 @@ class InvoiceResource extends Resource
         return [
             'index' => Pages\ListInvoices::route('/'),
             'create' => Pages\CreateInvoice::route('/create'),
+            'view' => Pages\ViewInvoice::route('/{record}'),
             'edit' => Pages\EditInvoice::route('/{record}/edit'),
         ];
     }

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

@@ -0,0 +1,108 @@
+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use Carbon\CarbonInterface;
+use Filament\Infolists\Components\Actions\Action;
+use Filament\Infolists\Components\Grid;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Components\ViewEntry;
+use Filament\Infolists\Infolist;
+use Filament\Resources\Pages\ViewRecord;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Support\Carbon;
+
+class ViewInvoice extends ViewRecord
+{
+    protected static string $resource = InvoiceResource::class;
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
+            ->columns(1)
+            ->schema([
+                Grid::make(5)
+                    ->schema([
+                        TextEntry::make('invoice_number')
+                            ->label('Invoice #')
+                            ->size(TextEntry\TextEntrySize::Large),
+                        TextEntry::make('status')
+                            ->badge()
+                            ->size(TextEntry\TextEntrySize::Large),
+                        TextEntry::make('client.name')
+                            ->color('primary')
+                            ->weight(FontWeight::SemiBold)
+                            ->size(TextEntry\TextEntrySize::Large)
+                            ->url(fn ($record) => ClientResource::getUrl('edit', ['record' => $record->client_id]), true),
+                        TextEntry::make('amount_due')
+                            ->label('Amount Due')
+                            ->money()
+                            ->size(TextEntry\TextEntrySize::Large),
+                        TextEntry::make('due_date')
+                            ->label('Due')
+                            ->formatStateUsing(function (TextEntry $entry, mixed $state) {
+                                if (blank($state)) {
+                                    return null;
+                                }
+
+                                $date = Carbon::parse($state)
+                                    ->setTimezone($timezone ?? $entry->getTimezone());
+
+                                if ($date->isToday()) {
+                                    return 'Today';
+                                }
+
+                                return $date->diffForHumans([
+                                    'options' => CarbonInterface::ONE_DAY_WORDS,
+                                ]);
+                            })
+                            ->size(TextEntry\TextEntrySize::Large),
+                    ]),
+                ViewEntry::make('create')
+                    ->view('filament.infolists.invoice-create-step')
+                    ->registerActions([
+                        Action::make('approveDraft')
+                            ->label('Approve Draft')
+                            ->action('approveDraft')
+                            ->visible(fn ($record) => $record->status === InvoiceStatus::Draft),
+                        Action::make('edit')
+                            ->label('Edit')
+                            ->outlined()
+                            ->url(fn ($record) => InvoiceResource::getUrl('edit', ['record' => $record->id]), true),
+                        Action::make('markAsSent')
+                            ->label('Mark as Sent')
+                            ->outlined()
+                            ->action('markAsSent'),
+                        Action::make('sendInvoice')
+                            ->label('Send Invoice')
+                            ->action('sendInvoice'),
+                        Action::make('recordPayment')
+                            ->label('Record Payment')
+                            ->action('recordPayment'),
+                    ]),
+            ]);
+    }
+
+    public function approveDraft(): void
+    {
+        $this->record->update([
+            'status' => InvoiceStatus::Unsent,
+        ]);
+    }
+
+    public function markAsSent(): void
+    {
+        $this->record->update([
+            'status' => InvoiceStatus::Sent,
+        ]);
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FiveExtraLarge;
+    }
+}

app/Listeners/ConfigureCompanyDefault.php

@@ -3,7 +3,6 @@
 namespace App\Listeners;
 
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
 use App\Events\CompanyConfigured;
 use App\Services\CompanySettingsService;
 use App\Utilities\Currency\ConfigureCurrencies;
@@ -13,7 +12,6 @@ use Filament\Forms\Components\Section;
 use Filament\Forms\Components\Tabs\Tab;
 use Filament\Resources\Components\Tab as ResourcesTab;
 use Filament\Support\Facades\FilamentColor;
-use Filament\Tables\Table;
 
 class ConfigureCompanyDefault
 {
@@ -34,16 +32,6 @@ class ConfigureCompanyDefault
         config(['app.timezone' => $settings['default_timezone']]);
         date_default_timezone_set($settings['default_timezone']);
 
-        $paginationPageOptions = RecordsPerPage::caseValues();
-
-        Table::configureUsing(static function (Table $table) use ($settings, $paginationPageOptions): void {
-
-            $table
-                ->paginationPageOptions($paginationPageOptions)
-                ->defaultSort(column: 'id', direction: $settings['default_sort'])
-                ->defaultPaginationPageOption($settings['default_pagination_page_option']);
-        }, isImportant: true);
-
         FilamentColor::register([
             'primary' => PrimaryColor::from($settings['default_primary_color'])->getColor(),
         ]);

app/Models/Setting/Appearance.php

@@ -6,8 +6,6 @@ use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
 use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
 use Database\Factories\Setting\AppearanceFactory;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
@@ -25,8 +23,6 @@ class Appearance extends Model
         'company_id',
         'primary_color',
         'font',
-        'table_sort_direction',
-        'records_per_page',
         'created_by',
         'updated_by',
     ];
@@ -34,8 +30,6 @@ class Appearance extends Model
     protected $casts = [
         'primary_color' => PrimaryColor::class,
         'font' => Font::class,
-        'table_sort_direction' => TableSortDirection::class,
-        'records_per_page' => RecordsPerPage::class,
     ];
 
     protected static function newFactory(): Factory

app/Providers/FilamentCompaniesServiceProvider.php

@@ -26,10 +26,10 @@ 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\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\Purchases\VendorResource;
+use App\Filament\Company\Resources\Sales\ClientResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Filament\Components\PanelShiftDropdown;
 use App\Filament\User\Clusters\Account;
@@ -261,6 +261,10 @@ class FilamentCompaniesServiceProvider extends PanelProvider
         Forms\Components\DateTimePicker::configureUsing(static function (Forms\Components\DateTimePicker $component) {
             $component->native(false);
         });
+
+        Tables\Table::configureUsing(static function (Tables\Table $table): void {
+            $table->paginationPageOptions([5, 10, 25, 50, 100]);
+        }, isImportant: true);
     }
 
     /**

app/Services/CompanySettingsService.php

@@ -5,8 +5,6 @@ namespace App\Services;
 use App\Enums\Setting\DateFormat;
 use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
 use App\Enums\Setting\WeekStart;
 use App\Models\Company;
 use Illuminate\Support\Facades\Cache;
@@ -28,8 +26,6 @@ class CompanySettingsService
                 'default_language' => $company->locale->language ?? config('transmatic.source_locale'),
                 'default_timezone' => $company->locale->timezone ?? config('app.timezone'),
                 'default_currency' => $company->currency_code ?? 'USD',
-                'default_pagination_page_option' => $company->appearance->records_per_page->value ?? RecordsPerPage::DEFAULT,
-                'default_sort' => $company->appearance->table_sort_direction->value ?? TableSortDirection::DEFAULT,
                 'default_primary_color' => $company->appearance->primary_color->value ?? PrimaryColor::DEFAULT,
                 'default_font' => $company->appearance->font->value ?? Font::DEFAULT,
                 'default_date_format' => $company->locale->date_format->value ?? DateFormat::DEFAULT,
@@ -50,8 +46,6 @@ class CompanySettingsService
             'default_language' => config('transmatic.source_locale'),
             'default_timezone' => config('app.timezone'),
             'default_currency' => 'USD',
-            'default_pagination_page_option' => RecordsPerPage::DEFAULT,
-            'default_sort' => TableSortDirection::DEFAULT,
             'default_primary_color' => PrimaryColor::DEFAULT,
             'default_font' => Font::DEFAULT,
             'default_date_format' => DateFormat::DEFAULT,
@@ -81,13 +75,23 @@ class CompanySettingsService
         return self::getSpecificSetting($companyId, 'default_currency', 'USD');
     }
 
-    public static function getDefaultPaginationOption(int $companyId): int
+    public static function getDefaultPrimaryColor(int $companyId): string
     {
-        return self::getSpecificSetting($companyId, 'default_pagination_page_option', RecordsPerPage::DEFAULT);
+        return self::getSpecificSetting($companyId, 'default_primary_color', PrimaryColor::DEFAULT);
     }
 
-    public static function getDefaultPrimaryColor(int $companyId): string
+    public static function getDefaultFont(int $companyId): string
     {
-        return self::getSpecificSetting($companyId, 'default_primary_color', PrimaryColor::DEFAULT);
+        return self::getSpecificSetting($companyId, 'default_font', Font::DEFAULT);
+    }
+
+    public static function getDefaultDateFormat(int $companyId): string
+    {
+        return self::getSpecificSetting($companyId, 'default_date_format', DateFormat::DEFAULT);
+    }
+
+    public static function getDefaultWeekStart(int $companyId): string
+    {
+        return self::getSpecificSetting($companyId, 'default_week_start', WeekStart::DEFAULT);
     }
 }

database/migrations/2023_09_12_014413_create_appearances_table.php

@@ -16,8 +16,6 @@ return new class extends Migration
             $table->foreignId('company_id')->constrained()->onDelete('cascade');
             $table->string('primary_color')->default('indigo');
             $table->string('font')->default('inter');
-            $table->string('table_sort_direction')->default('asc');
-            $table->unsignedTinyInteger('records_per_page')->default(10);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();

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

@@ -6,6 +6,7 @@ export default {
         './app/Filament/Company/**/*.php',
         './resources/views/filament/company/**/*.blade.php',
         './resources/views/filament/forms/**/*.blade.php',
+        './resources/views/filament/infolists/**/*.blade.php',
         './resources/views/livewire/company/**/*.blade.php',
         './resources/views/components/**/*.blade.php',
         './vendor/filament/**/*.blade.php',

resources/data/lang/en.json

@@ -212,5 +212,6 @@
     "Invoice Details": "Invoice Details",
     "Footer": "Footer",
     "Invoice Footer": "Invoice Footer",
-    "Bill Details": "Bill Details"
+    "Bill Details": "Bill Details",
+    "Create": "Create"
 }

resources/views/filament/infolists/invoice-create-step.blade.php

@@ -0,0 +1,89 @@
+@use('App\Utilities\Currency\CurrencyConverter')
+
+<div class="space-y-1">
+    <!-- Create Section -->
+    <x-filament::section>
+        <div class="flex justify-between items-start">
+            <!-- Left section -->
+            <div class="flex items-center space-x-3">
+                <!-- Icon -->
+                <x-filament::icon
+                    icon="heroicon-o-document-text"
+                    class="h-8 w-8 text-primary-600 dark:text-primary-500 flex-shrink-0 mr-4"
+                />
+                <!-- Text content -->
+                <div>
+                    <h1 class="text-lg font-semibold text-gray-900 dark:text-gray-100">Create</h1>
+                    <p class="text-sm text-gray-600 dark:text-gray-400">Created: {{ $getRecord()->created_at->diffForHumans() }}</p>
+                </div>
+            </div>
+
+            <!-- Right section -->
+            <div class="flex flex-row items-center space-x-2">
+                @if($getRecord()->status->value === 'draft')
+                    {{ $getAction('approveDraft') }}
+                @endif
+                {{ $getAction('edit') }}
+            </div>
+        </div>
+    </x-filament::section>
+
+    <div class="border-l-4 h-8 border-solid border-gray-300 dark:border-gray-700 ms-8"></div>
+
+    <!-- Send Section -->
+    <x-filament::section :class="$getRecord()->status->value === 'draft' ? 'opacity-50 pointer-events-none' : ''">
+        <div class="flex justify-between items-start">
+            <!-- Left section -->
+            <div class="flex items-center space-x-3">
+                <!-- Icon -->
+                <x-filament::icon
+                    icon="heroicon-o-paper-airplane"
+                    class="h-8 w-8 text-primary-600 dark:text-primary-500 flex-shrink-0 mr-4"
+                />
+                <!-- Text content -->
+                <div>
+                    <h1 class="text-lg font-semibold text-gray-900 dark:text-gray-100">Send</h1>
+                    <p class="text-sm text-gray-600 dark:text-gray-400">Last Sent: just a moment ago</p>
+                </div>
+            </div>
+
+            <!-- Right section -->
+            @if($getRecord()->status->value !== 'draft')
+                <div class="flex flex-row items-center space-x-2">
+                    @if($getRecord()->status->value !== 'sent')
+                        {{ $getAction('markAsSent') }}
+                    @endif
+                    {{ $getAction('sendInvoice') }}
+                </div>
+            @endif
+        </div>
+    </x-filament::section>
+
+    <div class="border-l-4 h-8 border-solid border-gray-300 dark:border-gray-700 ms-8"></div>
+
+    <!-- Manage Payments Section -->
+    <x-filament::section :class="$getRecord()->status->value === 'draft' ? 'opacity-50 pointer-events-none' : ''">
+        <div class="flex justify-between items-start">
+            <!-- Left section -->
+            <div class="flex items-center space-x-3">
+                <!-- Icon -->
+                <x-filament::icon
+                    icon="heroicon-o-credit-card"
+                    class="h-8 w-8 text-primary-600 dark:text-primary-500 flex-shrink-0 mr-4"
+                />
+                <!-- Text content -->
+                <div>
+                    <h1 class="text-lg font-semibold text-gray-900 dark:text-gray-100">Manage Payments</h1>
+                    <p class="text-sm text-gray-600 dark:text-gray-400">Amount Due: {{ CurrencyConverter::formatToMoney($getRecord()->amount_due) }}</p>
+                </div>
+            </div>
+
+            <!-- Right section -->
+            @if($getRecord()->status->value !== 'draft')
+                <div class="flex flex-row items-center space-x-2">
+                    {{ $getAction('recordPayment') }}
+                </div>
+            @endif
+        </div>
+    </x-filament::section>
+</div>