currentCompany; return $form ->schema([ Forms\Components\Section::make('Estimate Header') ->collapsible() ->collapsed() ->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('Estimate'), Forms\Components\TextInput::make('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('Estimate Details') ->schema([ Forms\Components\Split::make([ Forms\Components\Group::make([ Forms\Components\Select::make('client_id') ->relationship('client', 'name') ->preload() ->searchable() ->required() ->live() ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) { if (! $state) { return; } $currencyCode = Client::find($state)?->currency_code; if ($currencyCode) { $set('currency_code', $currencyCode); } }), CreateCurrencySelect::make('currency_code'), ]), Forms\Components\Group::make([ Forms\Components\TextInput::make('estimate_number') ->label('Estimate Number') ->default(fn () => Estimate::getNextDocumentNumber()), Forms\Components\TextInput::make('reference_number') ->label('Reference Number'), Forms\Components\DatePicker::make('date') ->label('Estimate Date') ->live() ->default(now()) ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) { $date = $state; $expirationDate = $get('expiration_date'); if ($date && $expirationDate && $date > $expirationDate) { $set('expiration_date', $date); } }), Forms\Components\DatePicker::make('expiration_date') ->label('Expiration Date') ->default(function () use ($company) { return now()->addDays($company->defaultInvoice->payment_terms->getDays()); }) ->minDate(static function (Forms\Get $get) { return $get('date') ?? now(); }), Forms\Components\Select::make('discount_method') ->label('Discount Method') ->options(DocumentDiscountMethod::class) ->selectablePlaceholder(false) ->default(DocumentDiscountMethod::PerLineItem) ->afterStateUpdated(function ($state, Forms\Set $set) { $discountMethod = DocumentDiscountMethod::parse($state); if ($discountMethod->isPerDocument()) { $set('lineItems.*.salesDiscounts', []); } }) ->live(), ])->grow(true), ])->from('md'), TableRepeater::make('lineItems') ->relationship() ->saveRelationshipsUsing(null) ->dehydrated(true) ->headers(function (Forms\Get $get) { $hasDiscounts = DocumentDiscountMethod::parse($get('discount_method'))->isPerLineItem(); $headers = [ Header::make('Items')->width($hasDiscounts ? '15%' : '20%'), Header::make('Description')->width($hasDiscounts ? '25%' : '30%'), // Increase when no discounts Header::make('Quantity')->width('10%'), Header::make('Price')->width('10%'), Header::make('Taxes')->width($hasDiscounts ? '15%' : '20%'), // Increase when no discounts ]; if ($hasDiscounts) { $headers[] = Header::make('Discounts')->width('15%'); } $headers[] = Header::make('Amount')->width('10%')->align('right'); return $headers; }) ->schema([ Forms\Components\Select::make('offering_id') ->relationship('sellableOffering', 'name') ->preload() ->searchable() ->required() ->live() ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) { $offeringId = $state; $offeringRecord = Offering::with(['salesTaxes', 'salesDiscounts'])->find($offeringId); if ($offeringRecord) { $set('description', $offeringRecord->description); $set('unit_price', $offeringRecord->price); $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray()); $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method')); if ($discountMethod->isPerLineItem()) { $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') ->saveRelationshipsUsing(null) ->dehydrated(true) ->preload() ->multiple() ->live() ->searchable(), Forms\Components\Select::make('salesDiscounts') ->relationship('salesDiscounts', 'name') ->saveRelationshipsUsing(null) ->dehydrated(true) ->preload() ->multiple() ->live() ->hidden(function (Forms\Get $get) { $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method')); return $discountMethod->isPerDocument(); }) ->searchable(), Forms\Components\Placeholder::make('total') ->hiddenLabel() ->extraAttributes(['class' => 'text-left sm:text-right']) ->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') ?? []; $currencyCode = $get('../../currency_code') ?? CurrencyAccessor::getDefaultCurrency(); $subtotal = $quantity * $unitPrice; $subtotalInCents = CurrencyConverter::convertToCents($subtotal, $currencyCode); $taxAmountInCents = Adjustment::whereIn('id', $salesTaxes) ->get() ->sum(function (Adjustment $adjustment) use ($subtotalInCents) { if ($adjustment->computation->isPercentage()) { return RateCalculator::calculatePercentage($subtotalInCents, $adjustment->getRawOriginal('rate')); } else { return $adjustment->getRawOriginal('rate'); } }); $discountAmountInCents = Adjustment::whereIn('id', $salesDiscounts) ->get() ->sum(function (Adjustment $adjustment) use ($subtotalInCents) { if ($adjustment->computation->isPercentage()) { return RateCalculator::calculatePercentage($subtotalInCents, $adjustment->getRawOriginal('rate')); } else { return $adjustment->getRawOriginal('rate'); } }); // Final total $totalInCents = $subtotalInCents + ($taxAmountInCents - $discountAmountInCents); return CurrencyConverter::formatCentsToMoney($totalInCents, $currencyCode); }), ]), DocumentTotals::make() ->type(DocumentType::Estimate), Forms\Components\Textarea::make('terms') ->columnSpanFull(), ]), Forms\Components\Section::make('Estimate Footer') ->collapsible() ->collapsed() ->schema([ Forms\Components\Textarea::make('footer') ->columnSpanFull(), ]), ]); } public static function table(Table $table): Table { return $table ->defaultSort('expiration_date') ->columns([ Columns::id(), Tables\Columns\TextColumn::make('status') ->badge() ->searchable(), Tables\Columns\TextColumn::make('expiration_date') ->label('Expiration Date') ->asRelativeDay() ->sortable(), Tables\Columns\TextColumn::make('date') ->date() ->sortable(), Tables\Columns\TextColumn::make('estimate_number') ->label('Number') ->searchable() ->sortable(), Tables\Columns\TextColumn::make('client.name') ->sortable() ->searchable(), Tables\Columns\TextColumn::make('total') ->currencyWithConversion(static fn (Estimate $record) => $record->currency_code) ->sortable() ->alignEnd(), ]) ->filters([ Tables\Filters\SelectFilter::make('client') ->relationship('client', 'name') ->searchable() ->preload(), Tables\Filters\SelectFilter::make('status') ->options(EstimateStatus::class) ->native(false), DateRangeFilter::make('date') ->fromLabel('From Date') ->untilLabel('To Date') ->indicatorLabel('Date'), DateRangeFilter::make('expiration_date') ->fromLabel('From Expiration Date') ->untilLabel('To Expiration Date') ->indicatorLabel('Due'), ]) ->actions([ Tables\Actions\ActionGroup::make([ Tables\Actions\ActionGroup::make([ Tables\Actions\EditAction::make(), Tables\Actions\ViewAction::make(), Estimate::getReplicateAction(Tables\Actions\ReplicateAction::class), Estimate::getApproveDraftAction(Tables\Actions\Action::class), Estimate::getMarkAsSentAction(Tables\Actions\Action::class), Estimate::getMarkAsAcceptedAction(Tables\Actions\Action::class), Estimate::getMarkAsDeclinedAction(Tables\Actions\Action::class), Estimate::getConvertToInvoiceAction(Tables\Actions\Action::class), ])->dropdown(false), Tables\Actions\DeleteAction::make(), ]), ]) ->bulkActions([ Tables\Actions\BulkActionGroup::make([ Tables\Actions\DeleteBulkAction::make(), ReplicateBulkAction::make() ->label('Replicate') ->modalWidth(MaxWidth::Large) ->modalDescription('Replicating estimates will also replicate their line items. Are you sure you want to proceed?') ->successNotificationTitle('Estimates Replicated Successfully') ->failureNotificationTitle('Failed to Replicate Estimates') ->databaseTransaction() ->deselectRecordsAfterCompletion() ->excludeAttributes([ 'estimate_number', 'date', 'expiration_date', 'approved_at', 'accepted_at', 'converted_at', 'declined_at', 'last_sent_at', 'last_viewed_at', 'status', 'created_by', 'updated_by', 'created_at', 'updated_at', ]) ->beforeReplicaSaved(function (Estimate $replica) { $replica->status = EstimateStatus::Draft; $replica->estimate_number = Estimate::getNextDocumentNumber(); $replica->date = now(); $replica->expiration_date = now()->addDays($replica->company->defaultInvoice->payment_terms->getDays()); }) ->withReplicatedRelationships(['lineItems']) ->withExcludedRelationshipAttributes('lineItems', [ 'subtotal', 'total', 'created_by', 'updated_by', 'created_at', 'updated_at', ]), Tables\Actions\BulkAction::make('approveDrafts') ->label('Approve') ->icon('heroicon-o-check-circle') ->databaseTransaction() ->successNotificationTitle('Estimates Approved') ->failureNotificationTitle('Failed to Approve Estimates') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeApproved()); if ($isInvalid) { Notification::make() ->title('Approval Failed') ->body('Only draft estimates can be approved. Please adjust your selection and try again.') ->persistent() ->danger() ->send(); $action->cancel(true); } }) ->action(function (Collection $records, Tables\Actions\BulkAction $action) { $records->each(function (Estimate $record) { $record->approveDraft(); }); $action->success(); }), Tables\Actions\BulkAction::make('markAsSent') ->label('Mark as Sent') ->icon('heroicon-o-paper-airplane') ->databaseTransaction() ->successNotificationTitle('Estimates Sent') ->failureNotificationTitle('Failed to Mark Estimates as Sent') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsSent()); if ($isInvalid) { Notification::make() ->title('Sending Failed') ->body('Only unsent estimates can be marked as sent. Please adjust your selection and try again.') ->persistent() ->danger() ->send(); $action->cancel(true); } }) ->action(function (Collection $records, Tables\Actions\BulkAction $action) { $records->each(function (Estimate $record) { $record->markAsSent(); }); $action->success(); }), Tables\Actions\BulkAction::make('markAsAccepted') ->label('Mark as Accepted') ->icon('heroicon-o-check-badge') ->databaseTransaction() ->successNotificationTitle('Estimates Accepted') ->failureNotificationTitle('Failed to Mark Estimates as Accepted') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsAccepted()); if ($isInvalid) { Notification::make() ->title('Acceptance Failed') ->body('Only sent estimates that haven\'t been accepted can be marked as accepted. Please adjust your selection and try again.') ->persistent() ->danger() ->send(); $action->cancel(true); } }) ->action(function (Collection $records, Tables\Actions\BulkAction $action) { $records->each(function (Estimate $record) { $record->markAsAccepted(); }); $action->success(); }), Tables\Actions\BulkAction::make('markAsDeclined') ->label('Mark as Declined') ->icon('heroicon-o-x-circle') ->requiresConfirmation() ->databaseTransaction() ->color('danger') ->modalHeading('Mark Estimates as Declined') ->modalDescription('Are you sure you want to mark the selected estimates as declined? This action cannot be undone.') ->successNotificationTitle('Estimates Declined') ->failureNotificationTitle('Failed to Mark Estimates as Declined') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsDeclined()); if ($isInvalid) { Notification::make() ->title('Declination Failed') ->body('Only sent estimates that haven\'t been declined can be marked as declined. Please adjust your selection and try again.') ->persistent() ->danger() ->send(); $action->cancel(true); } }) ->action(function (Collection $records, Tables\Actions\BulkAction $action) { $records->each(function (Estimate $record) { $record->markAsDeclined(); }); $action->success(); }), ]), ]); } public static function getRelations(): array { return [ // ]; } public static function getPages(): array { return [ 'index' => Pages\ListEstimates::route('/'), 'create' => Pages\CreateEstimate::route('/create'), 'view' => Pages\ViewEstimate::route('/{record}'), 'edit' => Pages\EditEstimate::route('/{record}/edit'), ]; } public static function getWidgets(): array { return [ Widgets\EstimateOverview::class, ]; } }