wip

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

@@ -4,8 +4,7 @@ namespace App\Filament\Company\Clusters\Settings\Pages;
 
 use App\Enums\Setting\EntityType;
 use App\Filament\Company\Clusters\Settings;
-use App\Filament\Forms\Components\CountrySelect;
-use App\Models\Locale\State;
+use App\Filament\Forms\Components\AddressFields;
 use App\Models\Setting\CompanyProfile as CompanyProfileModel;
 use App\Utilities\Localization\Timezone;
 use CodeWithDennis\SimpleAlert\Components\Forms\SimpleAlert;
@@ -19,7 +18,6 @@ use Filament\Forms\Components\Section;
 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
-use Filament\Forms\Get;
 use Filament\Notifications\Notification;
 use Filament\Pages\Concerns\InteractsWithFormActions;
 use Filament\Pages\Page;
@@ -204,27 +202,8 @@ class CompanyProfile extends Page
             ->schema([
                 Hidden::make('type')
                     ->default('general'),
-                TextInput::make('address_line_1')
-                    ->label('Address Line 1')
-                    ->softRequired()
-                    ->maxLength(255),
-                TextInput::make('address_line_2')
-                    ->label('Address Line 2')
-                    ->maxLength(255),
-                CountrySelect::make('country')
-                    ->clearStateField()
+                AddressFields::make()
                     ->softRequired(),
-                Select::make('state_id')
-                    ->localizeLabel('State / Province')
-                    ->searchable()
-                    ->options(static fn (Get $get) => State::getStateOptions($get('country'))),
-                TextInput::make('city')
-                    ->localizeLabel('City / Town')
-                    ->softRequired()
-                    ->maxLength(255),
-                TextInput::make('postal_code')
-                    ->label('Postal Code / Zip Code')
-                    ->maxLength(255),
             ])
             ->columns(2);
     }

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

@@ -2,22 +2,23 @@
 
 namespace App\Filament\Company\Resources\Purchases;
 
+use App\Enums\Accounting\BillStatus;
 use App\Enums\Common\ContractorType;
 use App\Enums\Common\VendorType;
 use App\Filament\Company\Resources\Purchases\VendorResource\Pages;
-use App\Filament\Forms\Components\CountrySelect;
+use App\Filament\Forms\Components\AddressFields;
 use App\Filament\Forms\Components\CreateCurrencySelect;
 use App\Filament\Forms\Components\CustomSection;
 use App\Filament\Forms\Components\PhoneBuilder;
 use App\Filament\Tables\Columns;
 use App\Models\Common\Vendor;
-use App\Models\Locale\State;
+use App\Utilities\Currency\CurrencyConverter;
 use Filament\Forms;
 use Filament\Forms\Form;
-use Filament\Forms\Get;
 use Filament\Resources\Resource;
 use Filament\Tables;
 use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
 
 class VendorResource extends Resource
 {
@@ -45,12 +46,12 @@ class VendorResource extends Resource
                                     ->columnSpanFull(),
                                 CreateCurrencySelect::make('currency_code')
                                     ->nullable()
-                                    ->visible(fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Regular),
+                                    ->visible(static fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Regular),
                                 Forms\Components\Select::make('contractor_type')
                                     ->label('Contractor Type')
                                     ->required()
                                     ->live()
-                                    ->visible(fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Contractor)
+                                    ->visible(static fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Contractor)
                                     ->options(ContractorType::class),
                                 Forms\Components\TextInput::make('ssn')
                                     ->label('Social Security Number')
@@ -59,7 +60,7 @@ class VendorResource extends Resource
                                     ->mask('999-99-9999')
                                     ->stripCharacters('-')
                                     ->maxLength(11)
-                                    ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Individual)
+                                    ->visible(static fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Individual)
                                     ->maxLength(255),
                                 Forms\Components\TextInput::make('ein')
                                     ->label('Employer Identification Number')
@@ -68,7 +69,7 @@ class VendorResource extends Resource
                                     ->mask('99-9999999')
                                     ->stripCharacters('-')
                                     ->maxLength(10)
-                                    ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Business)
+                                    ->visible(static fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Business)
                                     ->maxLength(255),
                                 Forms\Components\TextInput::make('account_number')
                                     ->maxLength(255),
@@ -145,29 +146,7 @@ class VendorResource extends Resource
                     ->schema([
                         Forms\Components\Hidden::make('type')
                             ->default('general'),
-                        Forms\Components\TextInput::make('address_line_1')
-                            ->label('Address Line 1')
-                            ->required()
-                            ->maxLength(255),
-                        Forms\Components\TextInput::make('address_line_2')
-                            ->label('Address Line 2')
-                            ->maxLength(255),
-                        CountrySelect::make('country')
-                            ->clearStateField()
-                            ->required(),
-                        Forms\Components\Select::make('state_id')
-                            ->localizeLabel('State / Province')
-                            ->searchable()
-                            ->options(static fn (Get $get) => State::getStateOptions($get('country')))
-                            ->nullable(),
-                        Forms\Components\TextInput::make('city')
-                            ->localizeLabel('City / Town')
-                            ->required()
-                            ->maxLength(255),
-                        Forms\Components\TextInput::make('postal_code')
-                            ->label('Postal Code / Zip Code')
-                            ->required()
-                            ->maxLength(255),
+                        AddressFields::make(),
                     ])
                     ->columns(2),
             ]);
@@ -180,16 +159,53 @@ class VendorResource extends Resource
                 Columns::id(),
                 Tables\Columns\TextColumn::make('type')
                     ->badge()
-                    ->searchable(),
+                    ->searchable()
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('name')
                     ->searchable()
-                    ->description(fn (Vendor $vendor) => $vendor->contact?->full_name),
+                    ->sortable()
+                    ->description(static fn (Vendor $vendor) => $vendor->contact?->full_name),
                 Tables\Columns\TextColumn::make('contact.email')
                     ->label('Email')
                     ->searchable(),
-                Tables\Columns\TextColumn::make('primaryContact.phones')
+                Tables\Columns\TextColumn::make('contact.first_available_phone')
                     ->label('Phone')
-                    ->state(fn (Vendor $vendor) => $vendor->contact?->first_available_phone),
+                    ->state(static fn (Vendor $vendor) => $vendor->contact?->first_available_phone),
+                Tables\Columns\TextColumn::make('address.address_string')
+                    ->label('Address')
+                    ->searchable()
+                    ->toggleable(isToggledHiddenByDefault: true)
+                    ->listWithLineBreaks(),
+                Tables\Columns\TextColumn::make('payable_balance')
+                    ->label('Payable Balance')
+                    ->getStateUsing(function (Vendor $vendor) {
+                        return $vendor->bills()
+                            ->outstanding()
+                            ->get()
+                            ->sumMoneyInDefaultCurrency('amount_due');
+                    })
+                    ->coloredDescription(function (Vendor $vendor) {
+                        $overdue = $vendor->bills()
+                            ->where('status', BillStatus::Overdue)
+                            ->get()
+                            ->sumMoneyInDefaultCurrency('amount_due');
+
+                        if ($overdue <= 0) {
+                            return null;
+                        }
+
+                        $formattedOverdue = CurrencyConverter::formatCentsToMoney($overdue);
+
+                        return "Overdue: {$formattedOverdue}";
+                    })
+                    ->sortable(query: function (Builder $query, string $direction) {
+                        return $query
+                            ->withSum(['bills' => fn (Builder $query) => $query->outstanding()], 'amount_due')
+                            ->orderBy('bills_sum_amount_due', $direction);
+                    })
+                    ->currency(convert: false)
+                    ->alignEnd(),
+
             ])
             ->filters([
                 //

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

@@ -3,14 +3,13 @@
 namespace App\Filament\Company\Resources\Sales;
 
 use App\Filament\Company\Resources\Sales\ClientResource\Pages;
-use App\Filament\Forms\Components\CountrySelect;
+use App\Filament\Forms\Components\AddressFields;
 use App\Filament\Forms\Components\CreateCurrencySelect;
 use App\Filament\Forms\Components\CustomSection;
 use App\Filament\Forms\Components\PhoneBuilder;
 use App\Filament\Tables\Columns;
 use App\Models\Common\Address;
 use App\Models\Common\Client;
-use App\Models\Locale\State;
 use App\Utilities\Currency\CurrencyConverter;
 use Filament\Forms;
 use Filament\Forms\Form;
@@ -20,7 +19,6 @@ use Filament\Resources\Resource;
 use Filament\Tables;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Support\HtmlString;
 
 class ClientResource extends Resource
 {
@@ -185,29 +183,7 @@ class ClientResource extends Resource
                             ->schema([
                                 Forms\Components\Hidden::make('type')
                                     ->default('billing'),
-                                Forms\Components\TextInput::make('address_line_1')
-                                    ->label('Address Line 1')
-                                    ->required()
-                                    ->maxLength(255),
-                                Forms\Components\TextInput::make('address_line_2')
-                                    ->label('Address Line 2')
-                                    ->maxLength(255),
-                                CountrySelect::make('country')
-                                    ->clearStateField()
-                                    ->required(),
-                                Forms\Components\Select::make('state_id')
-                                    ->localizeLabel('State / Province')
-                                    ->searchable()
-                                    ->options(static fn (Get $get) => State::getStateOptions($get('country')))
-                                    ->nullable(),
-                                Forms\Components\TextInput::make('city')
-                                    ->label('City')
-                                    ->required()
-                                    ->maxLength(255),
-                                Forms\Components\TextInput::make('postal_code')
-                                    ->label('Postal Code / Zip Code')
-                                    ->required()
-                                    ->maxLength(255),
+                                AddressFields::make(),
                             ])->columns(),
                     ])
                     ->columns(1),
@@ -260,33 +236,8 @@ class ClientResource extends Resource
                                         }
                                     })
                                     ->columnSpanFull(),
-                                Forms\Components\Grid::make()
-                                    ->schema([
-                                        Forms\Components\TextInput::make('address_line_1')
-                                            ->label('Address Line 1')
-                                            ->required()
-                                            ->maxLength(255),
-                                        Forms\Components\TextInput::make('address_line_2')
-                                            ->label('Address Line 2')
-                                            ->maxLength(255),
-                                        CountrySelect::make('country')
-                                            ->clearStateField()
-                                            ->required(),
-                                        Forms\Components\Select::make('state_id')
-                                            ->localizeLabel('State / Province')
-                                            ->searchable()
-                                            ->options(static fn (Get $get) => State::getStateOptions($get('country')))
-                                            ->nullable(),
-                                        Forms\Components\TextInput::make('city')
-                                            ->label('City')
-                                            ->required()
-                                            ->maxLength(255),
-                                        Forms\Components\TextInput::make('postal_code')
-                                            ->label('Postal Code / Zip Code')
-                                            ->required()
-                                            ->maxLength(255),
-                                    ])
-                                    ->visible(fn (Get $get) => ! $get('same_as_billing')),
+                                AddressFields::make()
+                                    ->visible(static fn (Get $get) => ! $get('same_as_billing')),
                                 Forms\Components\Textarea::make('notes')
                                     ->label('Delivery Instructions')
                                     ->maxLength(255)
@@ -304,7 +255,7 @@ class ClientResource extends Resource
                 Tables\Columns\TextColumn::make('name')
                     ->searchable()
                     ->sortable()
-                    ->description(fn (Client $client) => $client->primaryContact->full_name),
+                    ->description(static fn (Client $client) => $client->primaryContact->full_name),
                 Tables\Columns\TextColumn::make('primaryContact.email')
                     ->label('Email')
                     ->searchable()
@@ -312,7 +263,7 @@ class ClientResource extends Resource
                 Tables\Columns\TextColumn::make('primaryContact.phones')
                     ->label('Phone')
                     ->toggleable()
-                    ->state(fn (Client $client) => $client->primaryContact->first_available_phone),
+                    ->state(static fn (Client $client) => $client->primaryContact->first_available_phone),
                 Tables\Columns\TextColumn::make('billingAddress.address_string')
                     ->label('Billing Address')
                     ->searchable()
@@ -326,7 +277,7 @@ class ClientResource extends Resource
                             ->get()
                             ->sumMoneyInDefaultCurrency('amount_due');
                     })
-                    ->description(function (Client $client) {
+                    ->coloredDescription(function (Client $client) {
                         $overdue = $client->invoices()
                             ->overdue()
                             ->get()
@@ -338,21 +289,24 @@ class ClientResource extends Resource
 
                         $formattedOverdue = CurrencyConverter::formatCentsToMoney($overdue);
 
-                        return new HtmlString("<span class='text-danger-700 dark:text-danger-400'>Overdue: {$formattedOverdue}</span>");
+                        return "Overdue: {$formattedOverdue}";
                     })
                     ->sortable(query: function (Builder $query, string $direction) {
                         return $query
                             ->withSum(['invoices' => fn (Builder $query) => $query->unpaid()], 'amount_due')
                             ->orderBy('invoices_sum_amount_due', $direction);
                     })
-                    ->currency(fn (Client $client) => $client->currency_code, false)
+                    ->currency(convert: false)
                     ->alignEnd(),
             ])
             ->filters([
                 //
             ])
             ->actions([
-                Tables\Actions\EditAction::make(),
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make(),
+                    Tables\Actions\ViewAction::make(),
+                ]),
             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([
@@ -373,6 +327,7 @@ class ClientResource extends Resource
         return [
             'index' => Pages\ListClients::route('/'),
             'create' => Pages\CreateClient::route('/create'),
+            'view' => Pages\ViewClient::route('/{record}'),
             'edit' => Pages\EditClient::route('/{record}/edit'),
         ];
     }

app/Filament/Company/Resources/Sales/ClientResource/Pages/ViewClient.php

@@ -0,0 +1,75 @@
+<?php
+
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
+
+use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\ClientResource\RelationManagers;
+use App\Models\Common\Client;
+use Filament\Infolists\Components\Section;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Infolist;
+use Filament\Resources\Pages\ViewRecord;
+use Illuminate\Support\Number;
+
+class ViewClient extends ViewRecord
+{
+    protected static string $resource = ClientResource::class;
+
+    public function getRelationManagers(): array
+    {
+        return [
+            RelationManagers\InvoicesRelationManager::class,
+        ];
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
+            ->schema([
+                Section::make('Financial Overview')
+                    ->columns(4)
+                    ->schema([
+                        TextEntry::make('last_12_months_paid')
+                            ->label('Last 12 Months Paid')
+                            ->getStateUsing(function (Client $record) {
+                                return $record->invoices()
+                                    ->whereNotNull('paid_at')
+                                    ->where('paid_at', '>=', now()->subMonths(12))
+                                    ->get()
+                                    ->sumMoneyInDefaultCurrency('total');
+                            })
+                            ->currency(convert: false),
+                        TextEntry::make('total_unpaid')
+                            ->label('Total Unpaid')
+                            ->getStateUsing(function (Client $record) {
+                                return $record->invoices()
+                                    ->unpaid()
+                                    ->get()
+                                    ->sumMoneyInDefaultCurrency('amount_due');
+                            })
+                            ->currency(convert: false),
+                        TextEntry::make('total_overdue')
+                            ->label('Total Overdue')
+                            ->getStateUsing(function (Client $record) {
+                                return $record->invoices()
+                                    ->overdue()
+                                    ->get()
+                                    ->sumMoneyInDefaultCurrency('amount_due');
+                            })
+                            ->currency(convert: false),
+                        TextEntry::make('average_payment_time')
+                            ->label('Average Payment Time')
+                            ->getStateUsing(function (Client $record) {
+                                return $record->invoices()
+                                    ->whereNotNull('paid_at')
+                                    ->selectRaw('AVG(TIMESTAMPDIFF(DAY, date, paid_at)) as avg_days')
+                                    ->value('avg_days');
+                            })
+                            ->suffix(' days')
+                            ->formatStateUsing(function ($state) {
+                                return Number::format($state ?? 0, maxPrecision: 1);
+                            }),
+                    ]),
+            ]);
+    }
+}

app/Filament/Company/Resources/Sales/ClientResource/RelationManagers/InvoicesRelationManager.php

@@ -0,0 +1,29 @@
+<?php
+
+namespace App\Filament\Company\Resources\Sales\ClientResource\RelationManagers;
+
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables;
+use Filament\Tables\Table;
+
+class InvoicesRelationManager extends RelationManager
+{
+    protected static string $relationship = 'invoices';
+
+    protected static bool $isLazy = false;
+
+    public function isReadOnly(): bool
+    {
+        return false;
+    }
+
+    public function table(Table $table): Table
+    {
+        return InvoiceResource::table($table)
+            ->headerActions([
+                Tables\Actions\CreateAction::make()
+                    ->url(InvoiceResource\Pages\CreateInvoice::getUrl(['client' => $this->getOwnerRecord()->getKey()])),
+            ]);
+    }
+}

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

@@ -298,10 +298,12 @@ class InvoiceResource extends Resource
         return $table
             ->defaultSort('due_date')
             ->modifyQueryUsing(function (Builder $query, Tables\Contracts\HasTable $livewire) {
-                $recurringInvoiceId = $livewire->recurringInvoice;
+                if (property_exists($livewire, 'recurringInvoice')) {
+                    $recurringInvoiceId = $livewire->recurringInvoice;
 
-                if (! empty($recurringInvoiceId)) {
-                    $query->where('recurring_invoice_id', $recurringInvoiceId);
+                    if (! empty($recurringInvoiceId)) {
+                        $query->where('recurring_invoice_id', $recurringInvoiceId);
+                    }
                 }
 
                 return $query;
@@ -388,8 +390,10 @@ class InvoiceResource extends Resource
             ])
             ->actions([
                 Tables\Actions\ActionGroup::make([
-                    Tables\Actions\EditAction::make(),
-                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\EditAction::make()
+                        ->url(static fn (Invoice $record) => Pages\EditInvoice::getUrl(['record' => $record])),
+                    Tables\Actions\ViewAction::make()
+                        ->url(static fn (Invoice $record) => Pages\ViewInvoice::getUrl(['record' => $record])),
                     Tables\Actions\DeleteAction::make(),
                     Invoice::getReplicateAction(Tables\Actions\ReplicateAction::class),
                     Invoice::getApproveDraftAction(Tables\Actions\Action::class),

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

@@ -17,6 +17,17 @@ class CreateInvoice extends CreateRecord
 
     protected static string $resource = InvoiceResource::class;
 
+    public function mount(): void
+    {
+        parent::mount();
+
+        $clientId = request()->query('client');
+
+        if ($clientId) {
+            $this->data['client_id'] = $clientId;
+        }
+    }
+
     public function getMaxContentWidth(): MaxWidth | string | null
     {
         return MaxWidth::Full;

app/Filament/Forms/Components/AddressFields.php

@@ -0,0 +1,58 @@
+<?php
+
+namespace App\Filament\Forms\Components;
+
+use Filament\Forms\Components\Field;
+use Filament\Forms\Components\Grid;
+use Filament\Forms\Components\TextInput;
+
+class AddressFields extends Grid
+{
+    protected bool $isSoftRequired = false;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this->schema([
+            TextInput::make('address_line_1')
+                ->label('Address Line 1')
+                ->required()
+                ->maxLength(255),
+            TextInput::make('address_line_2')
+                ->label('Address Line 2')
+                ->maxLength(255),
+            CountrySelect::make('country')
+                ->clearStateField()
+                ->required(),
+            StateSelect::make('state_id'),
+            TextInput::make('city')
+                ->label('City')
+                ->required()
+                ->maxLength(255),
+            TextInput::make('postal_code')
+                ->label('Postal Code / Zip Code')
+                ->maxLength(255),
+        ]);
+    }
+
+    public function softRequired(bool $condition = true): static
+    {
+        $this->setSoftRequired($condition);
+
+        return $this;
+    }
+
+    protected function setSoftRequired(bool $condition): void
+    {
+        $this->isSoftRequired = $condition;
+
+        $childComponents = $this->getChildComponents();
+
+        foreach ($childComponents as $component) {
+            if ($component instanceof Field && $component->isRequired()) {
+                $component->markAsRequired(! $condition);
+            }
+        }
+    }
+}

app/Filament/Forms/Components/StateSelect.php

@@ -0,0 +1,20 @@
+<?php
+
+namespace App\Filament\Forms\Components;
+
+use App\Models\Locale\State;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Get;
+
+class StateSelect extends Select
+{
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this
+            ->localizeLabel('State / Province')
+            ->searchable()
+            ->options(static fn (Get $get) => State::getStateOptions($get('country')));
+    }
+}

app/Providers/MacroServiceProvider.php

@@ -20,7 +20,9 @@ use Filament\Forms\Components\TextInput;
 use Filament\Infolists\Components\TextEntry;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Contracts\HasTable;
+use Illuminate\Contracts\Support\Htmlable;
 use Illuminate\Support\Carbon;
+use Illuminate\Support\HtmlString;
 use Illuminate\Support\ServiceProvider;
 
 class MacroServiceProvider extends ServiceProvider
@@ -114,6 +116,16 @@ class MacroServiceProvider extends ServiceProvider
                 });
         });
 
+        TextColumn::macro('coloredDescription', function (string | Htmlable | Closure | null $description, string $color = 'danger') {
+            $this->description(static function (TextColumn $column) use ($description, $color): Htmlable {
+                $description = $column->evaluate($description);
+
+                return new HtmlString("<span class='text-{$color}-700 dark:text-{$color}-400'>{$description}</span>");
+            });
+
+            return $this;
+        });
+
         TextColumn::macro('hideOnTabs', function (array $tabs): static {
             $this->toggleable(isToggledHiddenByDefault: function (HasTable $livewire) use ($tabs) {
                 return in_array($livewire->activeTab, $tabs);

database/factories/Common/ContactFactory.php

@@ -71,19 +71,15 @@ class ContactFactory extends Factory
 
     public function primary(): self
     {
-        return $this->state(function (array $attributes) {
-            return [
-                'is_primary' => true,
-            ];
-        });
+        return $this->state([
+            'is_primary' => true,
+        ]);
     }
 
     public function secondary(): self
     {
-        return $this->state(function (array $attributes) {
-            return [
-                'is_primary' => false,
-            ];
-        });
+        return $this->state([
+            'is_primary' => false,
+        ]);
     }
 }