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' => $company->profile->state?->country->name, ]), ])->grow(true), ])->from('md'), ]), Forms\Components\Section::make('Invoice Details') ->schema([ Forms\Components\Split::make([ Forms\Components\Group::make([ Forms\Components\Select::make('client_id') ->relationship('client', 'name') ->preload() ->searchable() ->required(), ]), Forms\Components\Group::make([ Forms\Components\TextInput::make('invoice_number') ->label('Invoice Number') ->default(fn () => Invoice::getNextDocumentNumber()), Forms\Components\TextInput::make('order_number') ->label('P.O/S.O Number'), Forms\Components\DatePicker::make('date') ->label('Invoice Date') ->default(now()), Forms\Components\DatePicker::make('due_date') ->label('Payment Due') ->default(function () use ($company) { return now()->addDays($company->defaultInvoice->payment_terms->getDays()); }), ])->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, ]); }) ->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; $offeringRecord = Offering::with('salesTaxes')->find($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 - $discountAmount); return money($total, CurrencyAccessor::getDefaultCurrency(), true)->format(); }), ]), Forms\Components\Grid::make(6) ->schema([ Forms\Components\ViewField::make('totals') ->columnStart(5) ->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(), ]), Forms\Components\Section::make('Invoice Footer') ->collapsible() ->schema([ Forms\Components\Textarea::make('footer') ->columnSpanFull(), ]), ]); } public static function table(Table $table): Table { return $table ->columns([ Tables\Columns\TextColumn::make('status') ->badge() ->searchable(), Tables\Columns\TextColumn::make('due_date') ->label('Due') ->formatStateUsing(function (Tables\Columns\TextColumn $column, mixed $state) { if (blank($state)) { return null; } $date = Carbon::parse($state) ->setTimezone($timezone ?? $column->getTimezone()); if ($date->isToday()) { return 'Today'; } return $date->diffForHumans([ 'options' => CarbonInterface::ONE_DAY_WORDS, ]); }) ->sortable(), Tables\Columns\TextColumn::make('date') ->date() ->sortable(), Tables\Columns\TextColumn::make('invoice_number') ->label('Number') ->searchable(), Tables\Columns\TextColumn::make('client.name') ->sortable(), Tables\Columns\TextColumn::make('total') ->currency(), Tables\Columns\TextColumn::make('amount_paid') ->label('Amount Paid') ->currency(), Tables\Columns\TextColumn::make('amount_due') ->label('Amount Due') ->currency(), ]) ->filters([ // ]) ->actions([ Tables\Actions\ActionGroup::make([ 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()); }) ->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(); }) ->action(function (Invoice $record) { $transaction = $record->transactions()->create([ 'type' => TransactionType::Journal, 'posted_at' => now(), 'amount' => $record->total, 'description' => 'Invoice Approval for Invoice #' . $record->invoice_number, ]); $transaction->journalEntries()->create([ 'type' => JournalEntryType::Debit, 'account_id' => Account::where('name', 'Accounts Receivable')->first()->id, 'amount' => $record->total, 'description' => $transaction->description, ]); foreach ($record->lineItems as $lineItem) { $transaction->journalEntries()->create([ 'type' => JournalEntryType::Credit, 'account_id' => $lineItem->offering->income_account_id, 'amount' => $lineItem->subtotal, 'description' => $transaction->description, ]); foreach ($lineItem->adjustments as $adjustment) { $transaction->journalEntries()->create([ 'type' => $adjustment->category->isDiscount() ? JournalEntryType::Debit : JournalEntryType::Credit, 'account_id' => $adjustment->account_id, 'amount' => $lineItem->calculateAdjustmentTotal($adjustment)->getAmount(), 'description' => $transaction->description, ]); } } $record->updateQuietly([ 'status' => InvoiceStatus::Unsent, ]); }), Tables\Actions\Action::make('markAsSent') ->label('Mark as Sent') ->icon('heroicon-o-paper-airplane') ->visible(function (Invoice $record) { return $record->status === InvoiceStatus::Unsent; }) ->action(function (Invoice $record) { $record->updateQuietly([ 'status' => InvoiceStatus::Sent, ]); }), Tables\Actions\Action::make('recordPayment') ->label('Record Payment') ->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->amount_due, ]); }) ->form([ Forms\Components\DatePicker::make('posted_at') ->label('Payment Date'), Forms\Components\TextInput::make('amount') ->label('Amount') ->required() ->money(), Forms\Components\Select::make('payment_method') ->label('Payment Method') ->options([ 'bank_payment' => 'Bank Payment', 'cash' => 'Cash', 'check' => 'Check', 'credit_card' => 'Credit Card', 'paypal' => 'PayPal', 'other' => 'Other', ]), Forms\Components\Select::make('bank_account_id') ->label('Account') ->options(BankAccount::query() ->get() ->pluck('account.name', 'id')) ->searchable(), Forms\Components\Textarea::make('notes') ->label('Notes'), ]) ->action(function (Invoice $record, array $data) { $payment = $record->transactions()->create([ 'type' => TransactionType::Deposit, 'is_payment' => true, 'posted_at' => $data['posted_at'], 'amount' => $data['amount'], 'payment_method' => $data['payment_method'], 'bank_account_id' => $data['bank_account_id'], 'account_id' => Account::where('name', 'Accounts Receivable')->first()?->id, 'description' => 'Payment for Invoice #' . $record->invoice_number, 'notes' => $data['notes'] ?? null, ]); $amountPaid = $record->getRawOriginal('amount_paid'); $paymentAmount = $payment->getRawOriginal('amount'); $totalAmount = $record->getRawOriginal('total'); $newAmountPaid = $amountPaid + $paymentAmount; $record->amount_paid = CurrencyConverter::convertCentsToFloat($newAmountPaid); if ($newAmountPaid > $totalAmount) { $record->status = InvoiceStatus::Overpaid; } elseif ($newAmountPaid === $totalAmount) { $record->status = InvoiceStatus::Paid; } else { $record->status = InvoiceStatus::Partial; } $record->save(); }), ]), ]) ->bulkActions([ Tables\Actions\BulkActionGroup::make([ Tables\Actions\DeleteBulkAction::make(), ]), ]); } public static function getRelations(): array { return [ // ]; } 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'), ]; } }