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('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') ->live() ->default(now()) ->disabled(function (?Invoice $record) { return $record?->hasPayments(); }) ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) { $date = $state; $dueDate = $get('due_date'); if ($date && $dueDate && $date > $dueDate) { $set('due_date', $date); } }), Forms\Components\DatePicker::make('due_date') ->label('Payment Due') ->default(function () use ($company) { return now()->addDays($company->defaultInvoice->payment_terms->getDays()); }) ->minDate(static function (Forms\Get $get) { return $get('date') ?? now(); }), ])->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 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' => $grandTotal, ]); if ($invoice->approved_at && $invoice->approvalTransaction) { $invoice->updateApprovalTransaction(); } }) ->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('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()); $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 - $discountAmount); return CurrencyConverter::formatToMoney($total); }), ]), Forms\Components\Grid::make(6) ->schema([ Forms\Components\ViewField::make('totals') ->columnStart(5) ->columnSpan(2) ->view('filament.forms.components.invoice-totals'), ]), 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 ->defaultSort('due_date') ->columns([ Tables\Columns\TextColumn::make('status') ->badge() ->searchable(), Tables\Columns\TextColumn::make('due_date') ->label('Due') ->asRelativeDay() ->sortable(), Tables\Columns\TextColumn::make('date') ->date() ->sortable(), Tables\Columns\TextColumn::make('invoice_number') ->label('Number') ->searchable() ->sortable(), Tables\Columns\TextColumn::make('client.name') ->sortable() ->searchable(), Tables\Columns\TextColumn::make('total') ->currency() ->sortable(), Tables\Columns\TextColumn::make('amount_paid') ->label('Amount Paid') ->currency() ->sortable(), Tables\Columns\TextColumn::make('amount_due') ->label('Amount Due') ->currency() ->sortable(), ]) ->filters([ Tables\Filters\SelectFilter::make('client') ->relationship('client', 'name') ->searchable() ->preload(), Tables\Filters\SelectFilter::make('status') ->options(InvoiceStatus::class) ->native(false), Tables\Filters\TernaryFilter::make('has_payments') ->label('Has Payments') ->queries( true: fn (Builder $query) => $query->whereHas('payments'), false: fn (Builder $query) => $query->whereDoesntHave('payments'), ), DateRangeFilter::make('date') ->fromLabel('From Date') ->untilLabel('To Date') ->indicatorLabel('Date'), DateRangeFilter::make('due_date') ->fromLabel('From Due Date') ->untilLabel('To Due Date') ->indicatorLabel('Due'), ]) ->actions([ Tables\Actions\ActionGroup::make([ Tables\Actions\EditAction::make(), Tables\Actions\ViewAction::make(), Tables\Actions\DeleteAction::make(), 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() ->stickyModalFooter() ->modalFooterActionsAlignment(Alignment::End) ->modalWidth(MaxWidth::TwoExtraLarge) ->icon('heroicon-o-credit-card') ->visible(function (Invoice $record) { return $record->canRecordPayment(); }) ->mountUsing(function (Invoice $record, Form $form) { $form->fill([ 'posted_at' => now(), 'amount' => $record->status === InvoiceStatus::Overpaid ? ltrim($record->amount_due, '-') : $record->amount_due, ]); }) ->databaseTransaction() ->successNotificationTitle('Payment Recorded') ->form([ Forms\Components\DatePicker::make('posted_at') ->label('Date'), Forms\Components\TextInput::make('amount') ->label('Amount') ->required() ->money() ->live(onBlur: true) ->helperText(function (Invoice $record, $state) { if (! CurrencyConverter::isValidAmount($state)) { return null; } $amountDue = $record->getRawOriginal('amount_due'); $amount = CurrencyConverter::convertToCents($state); if ($amount <= 0) { return 'Please enter a valid positive amount'; } if ($record->status === InvoiceStatus::Overpaid) { $newAmountDue = $amountDue + $amount; } else { $newAmountDue = $amountDue - $amount; } return match (true) { $newAmountDue > 0 => 'Amount due after payment will be ' . CurrencyConverter::formatCentsToMoney($newAmountDue), $newAmountDue === 0 => 'Invoice will be fully paid', default => 'Invoice will be overpaid by ' . CurrencyConverter::formatCentsToMoney(abs($newAmountDue)), }; }) ->rules([ static fn (): Closure => static function (string $attribute, $value, Closure $fail) { if (! CurrencyConverter::isValidAmount($value)) { $fail('Please enter a valid amount'); } }, ]), Forms\Components\Select::make('payment_method') ->label('Payment Method') ->required() ->options(PaymentMethod::class), Forms\Components\Select::make('bank_account_id') ->label('Account') ->required() ->options(BankAccount::query() ->get() ->pluck('account.name', 'id')) ->searchable(), Forms\Components\Textarea::make('notes') ->label('Notes'), ]) ->action(function (Invoice $record, Tables\Actions\Action $action, array $data) { $record->recordPayment($data); $action->success(); }), ]), ]) ->bulkActions([ Tables\Actions\BulkActionGroup::make([ Tables\Actions\DeleteBulkAction::make(), ReplicateBulkAction::make() ->label('Replicate') ->modalWidth(MaxWidth::Large) ->modalDescription('Replicating invoices will also replicate their line items. Are you sure you want to proceed?') ->successNotificationTitle('Invoices Replicated Successfully') ->failureNotificationTitle('Failed to Replicate Invoices') ->databaseTransaction() ->deselectRecordsAfterCompletion() ->excludeAttributes([ 'status', 'amount_paid', 'amount_due', 'created_by', 'updated_by', 'created_at', 'updated_at', 'invoice_number', 'date', 'due_date', ]) ->beforeReplicaSaved(function (Invoice $replica) { $replica->status = InvoiceStatus::Draft; $replica->invoice_number = Invoice::getNextDocumentNumber(); $replica->date = now(); $replica->due_date = now()->addDays($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('Invoices Approved') ->failureNotificationTitle('Failed to Approve Invoices') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $containsNonDrafts = $records->contains(fn (Invoice $record) => ! $record->isDraft()); if ($containsNonDrafts) { Notification::make() ->title('Approval Failed') ->body('Only draft invoices 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 (Invoice $record) { $record->approveDraft(); }); $action->success(); }), Tables\Actions\BulkAction::make('markAsSent') ->label('Mark as Sent') ->icon('heroicon-o-paper-airplane') ->databaseTransaction() ->successNotificationTitle('Invoices Sent') ->failureNotificationTitle('Failed to Mark Invoices as Sent') ->before(function (Collection $records, Tables\Actions\BulkAction $action) { $doesntContainUnsent = $records->contains(fn (Invoice $record) => $record->status !== InvoiceStatus::Unsent); if ($doesntContainUnsent) { Notification::make() ->title('Sending Failed') ->body('Only unsent invoices 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 (Invoice $record) { $record->updateQuietly([ 'status' => InvoiceStatus::Sent, ]); }); $action->success(); }), Tables\Actions\BulkAction::make('recordPayments') ->label('Record Payments') ->icon('heroicon-o-credit-card') ->stickyModalHeader() ->stickyModalFooter() ->modalFooterActionsAlignment(Alignment::End) ->modalWidth(MaxWidth::TwoExtraLarge) ->databaseTransaction() ->successNotificationTitle('Payments Recorded') ->failureNotificationTitle('Failed to Record Payments') ->deselectRecordsAfterCompletion() ->beforeFormFilled(function (Collection $records, Tables\Actions\BulkAction $action) { $cantRecordPayments = $records->contains(fn (Invoice $record) => ! $record->canBulkRecordPayment()); if ($cantRecordPayments) { Notification::make() ->title('Payment Recording Failed') ->body('Invoices that are either draft, paid, overpaid, or voided cannot be processed through bulk payments. Please adjust your selection and try again.') ->persistent() ->danger() ->send(); $action->cancel(true); } }) ->mountUsing(function (InvoiceCollection $records, Form $form) { $totalAmountDue = $records->sumMoneyFormattedSimple('amount_due'); $form->fill([ 'posted_at' => now(), 'amount' => $totalAmountDue, ]); }) ->form([ Forms\Components\DatePicker::make('posted_at') ->label('Date'), Forms\Components\TextInput::make('amount') ->label('Amount') ->required() ->money() ->rules([ static fn (): Closure => static function (string $attribute, $value, Closure $fail) { if (! CurrencyConverter::isValidAmount($value)) { $fail('Please enter a valid amount'); } }, ]), Forms\Components\Select::make('payment_method') ->label('Payment Method') ->required() ->options(PaymentMethod::class), Forms\Components\Select::make('bank_account_id') ->label('Account') ->required() ->options(BankAccount::query() ->get() ->pluck('account.name', 'id')) ->searchable(), Forms\Components\Textarea::make('notes') ->label('Notes'), ]) ->before(function (InvoiceCollection $records, Tables\Actions\BulkAction $action, array $data) { $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']); $totalAmountDue = $records->sumMoneyInCents('amount_due'); if ($totalPaymentAmount > $totalAmountDue) { $formattedTotalAmountDue = CurrencyConverter::formatCentsToMoney($totalAmountDue); Notification::make() ->title('Excess Payment Amount') ->body("The payment amount exceeds the total amount due of {$formattedTotalAmountDue}. Please adjust the payment amount and try again.") ->persistent() ->warning() ->send(); $action->halt(true); } }) ->action(function (InvoiceCollection $records, Tables\Actions\BulkAction $action, array $data) { $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']); $remainingAmount = $totalPaymentAmount; $records->each(function (Invoice $record) use (&$remainingAmount, $data) { $amountDue = $record->getRawOriginal('amount_due'); if ($amountDue <= 0 || $remainingAmount <= 0) { return; } $paymentAmount = min($amountDue, $remainingAmount); $data['amount'] = CurrencyConverter::convertCentsToFormatSimple($paymentAmount); $record->recordPayment($data); $remainingAmount -= $paymentAmount; }); $action->success(); }), ]), ]); } public static function getRelations(): array { return [ RelationManagers\PaymentsRelationManager::class, ]; } public static function getPages(): array { return [ 'index' => Pages\ListInvoices::route('/'), 'create' => Pages\CreateInvoice::route('/create'), 'view' => Pages\ViewInvoice::route('/{record}'), 'edit' => Pages\EditInvoice::route('/{record}/edit'), ]; } public static function getWidgets(): array { return [ Widgets\InvoiceOverview::class, ]; } }