wip

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

@@ -321,91 +321,6 @@ class InvoiceResource extends Resource
                                     ->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(),
                     ]),
@@ -495,68 +410,9 @@ class InvoiceResource extends Resource
                     Tables\Actions\EditAction::make(),
                     Tables\Actions\ViewAction::make(),
                     Tables\Actions\DeleteAction::make(),
-                    Tables\Actions\ReplicateAction::make()
-                        ->label('Duplicate')
-                        ->excludeAttributes(['status', 'amount_paid', 'amount_due', 'created_by', 'updated_by', 'created_at', 'updated_at', 'invoice_number', 'date', 'due_date'])
-                        ->modal(false)
-                        ->beforeReplicaSaved(function (Invoice $original, Invoice $replica) {
-                            $replica->status = InvoiceStatus::Draft;
-                            $replica->invoice_number = Invoice::getNextDocumentNumber();
-                            $replica->date = now();
-                            $replica->due_date = now()->addDays($original->company->defaultInvoice->payment_terms->getDays());
-                        })
-                        ->databaseTransaction()
-                        ->after(function (Invoice $original, Invoice $replica) {
-                            $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
-                                $replicaLineItem = $lineItem->replicate([
-                                    'documentable_id',
-                                    'documentable_type',
-                                    'subtotal',
-                                    'total',
-                                    'created_by',
-                                    'updated_by',
-                                    'created_at',
-                                    'updated_at',
-                                ]);
-
-                                $replicaLineItem->documentable_id = $replica->id;
-                                $replicaLineItem->documentable_type = $replica->getMorphClass();
-
-                                $replicaLineItem->save();
-
-                                $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
-                            });
-                        })
-                        ->successRedirectUrl(function (Invoice $replica) {
-                            return InvoiceResource::getUrl('edit', ['record' => $replica]);
-                        }),
-                    Tables\Actions\Action::make('approveDraft')
-                        ->label('Approve')
-                        ->icon('heroicon-o-check-circle')
-                        ->visible(function (Invoice $record) {
-                            return $record->isDraft();
-                        })
-                        ->databaseTransaction()
-                        ->successNotificationTitle('Invoice Approved')
-                        ->action(function (Invoice $record, Tables\Actions\Action $action) {
-                            $record->approveDraft();
-
-                            $action->success();
-                        }),
-                    Tables\Actions\Action::make('markAsSent')
-                        ->label('Mark as Sent')
-                        ->icon('heroicon-o-paper-airplane')
-                        ->visible(function (Invoice $record) {
-                            return $record->status === InvoiceStatus::Unsent;
-                        })
-                        ->successNotificationTitle('Invoice Sent')
-                        ->action(function (Invoice $record, Tables\Actions\Action $action) {
-                            $record->update([
-                                'status' => InvoiceStatus::Sent,
-                            ]);
-
-                            $action->success();
-                        }),
+                    Invoice::getReplicateAction(Tables\Actions\ReplicateAction::class),
+                    Invoice::getApproveDraftAction(Tables\Actions\Action::class),
+                    Invoice::getMarkAsSentAction(Tables\Actions\Action::class),
                     Tables\Actions\Action::make('recordPayment')
                         ->label(fn (Invoice $record) => $record->status === InvoiceStatus::Overpaid ? 'Refund Overpayment' : 'Record Payment')
                         ->stickyModalHeader()

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

@@ -6,11 +6,14 @@ use App\Filament\Company\Resources\Sales\ClientResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Models\Accounting\Invoice;
 use Carbon\CarbonInterface;
+use Filament\Actions;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Components\TextEntry;
 use Filament\Infolists\Infolist;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\IconPosition;
+use Filament\Support\Enums\IconSize;
 use Illuminate\Support\Carbon;
 
 class ViewInvoice extends ViewRecord
@@ -21,6 +24,26 @@ class ViewInvoice extends ViewRecord
         'refresh' => '$refresh',
     ];
 
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\ActionGroup::make([
+                Actions\EditAction::make(),
+                Actions\DeleteAction::make(),
+                Invoice::getApproveDraftAction(),
+                Invoice::getMarkAsSentAction(),
+                Invoice::getReplicateAction(),
+            ])
+                ->label('Actions')
+                ->button()
+                ->outlined()
+                ->dropdownPlacement('bottom-end')
+                ->icon('heroicon-c-chevron-down')
+                ->iconSize(IconSize::Small)
+                ->iconPosition(IconPosition::After),
+        ];
+    }
+
     public function infolist(Infolist $infolist): Infolist
     {
         return $infolist

app/Models/Accounting/Invoice.php

@@ -9,8 +9,12 @@ use App\Concerns\CompanyOwned;
 use App\Enums\Accounting\InvoiceStatus;
 use App\Enums\Accounting\JournalEntryType;
 use App\Enums\Accounting\TransactionType;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Models\Common\Client;
 use App\Observers\InvoiceObserver;
+use Filament\Actions\Action;
+use Filament\Actions\MountableAction;
+use Filament\Actions\ReplicateAction;
 use Illuminate\Database\Eloquent\Attributes\CollectedBy;
 use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Casts\Attribute;
@@ -253,4 +257,78 @@ class Invoice extends Model
             'status' => InvoiceStatus::Unsent,
         ]);
     }
+
+    public static function getApproveDraftAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('approveDraft')
+            ->label('Approve')
+            ->icon('heroicon-o-check-circle')
+            ->visible(function (Invoice $record) {
+                return $record->isDraft();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Invoice Approved')
+            ->action(function (Invoice $record, MountableAction $action) {
+                $record->approveDraft();
+
+                $action->success();
+            });
+    }
+
+    public static function getMarkAsSentAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('markAsSent')
+            ->label('Mark as Sent')
+            ->icon('heroicon-o-paper-airplane')
+            ->visible(function (Invoice $record) {
+                return ! $record->last_sent;
+            })
+            ->successNotificationTitle('Invoice Sent')
+            ->action(function (Invoice $record, MountableAction $action) {
+                $record->update([
+                    'status' => InvoiceStatus::Sent,
+                    'last_sent' => now(),
+                ]);
+
+                $action->success();
+            });
+    }
+
+    public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
+    {
+        return $action::make()
+            ->excludeAttributes(['status', 'amount_paid', 'amount_due', 'created_by', 'updated_by', 'created_at', 'updated_at', 'invoice_number', 'date', 'due_date'])
+            ->modal(false)
+            ->beforeReplicaSaved(function (Invoice $original, Invoice $replica) {
+                $replica->status = InvoiceStatus::Draft;
+                $replica->invoice_number = Invoice::getNextDocumentNumber();
+                $replica->date = now();
+                $replica->due_date = now()->addDays($original->company->defaultInvoice->payment_terms->getDays());
+            })
+            ->databaseTransaction()
+            ->after(function (Invoice $original, Invoice $replica) {
+                $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
+                    $replicaLineItem = $lineItem->replicate([
+                        'documentable_id',
+                        'documentable_type',
+                        'subtotal',
+                        'total',
+                        'created_by',
+                        'updated_by',
+                        'created_at',
+                        'updated_at',
+                    ]);
+
+                    $replicaLineItem->documentable_id = $replica->id;
+                    $replicaLineItem->documentable_type = $replica->getMorphClass();
+
+                    $replicaLineItem->save();
+
+                    $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
+                });
+            })
+            ->successRedirectUrl(function (Invoice $replica) {
+                return InvoiceResource::getUrl('edit', ['record' => $replica]);
+            });
+    }
 }

app/Observers/InvoiceObserver.php

@@ -23,12 +23,7 @@ class InvoiceObserver
      */
     public function updated(Invoice $invoice): void
     {
-        if ($invoice->wasChanged('status')) {
-            match ($invoice->status) {
-                InvoiceStatus::Sent => $invoice->updateQuietly(['last_sent' => now()]),
-                default => null,
-            };
-        }
+        //
     }
 
     public function deleting(Invoice $invoice): void