currentCompany; $settings = $company->defaultInvoice; return $form ->schema([ DocumentHeaderSection::make('Invoice Header') ->defaultHeader($settings->header) ->defaultSubheader($settings->subheader), Forms\Components\Section::make('Invoice Details') ->schema([ Forms\Components\Split::make([ Forms\Components\Group::make([ CreateClientSelect::make('client_id') ->label('Client') ->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', $currencyCode); } }), CreateCurrencySelect::make('currency_code'), ]), Forms\Components\Group::make([ Forms\Components\Placeholder::make('invoice_number') ->label('Invoice number') ->content('Auto-generated'), Forms\Components\TextInput::make('order_number') ->label('P.O/S.O Number'), Forms\Components\Placeholder::make('date') ->label('Invoice date') ->content('Auto-generated'), Forms\Components\Select::make('payment_terms') ->label('Payment due') ->options(PaymentTerms::class) ->softRequired() ->default($settings->payment_terms) ->live(), Forms\Components\Select::make('discount_method') ->label('Discount method') ->options(DocumentDiscountMethod::class) ->softRequired() ->default($settings->discount_method) ->afterStateUpdated(function ($state, Forms\Set $set) { $discountMethod = DocumentDiscountMethod::parse($state); if ($discountMethod->isPerDocument()) { $set('lineItems.*.salesDiscounts', []); } }) ->live(), ])->grow(true), ])->from('md'), CustomTableRepeater::make('lineItems') ->hiddenLabel() ->relationship() ->saveRelationshipsUsing(null) ->dehydrated(true) ->reorderable() ->orderColumn('line_number') ->reorderAtStart() ->cloneable() ->addActionLabel('Add an item') ->headers(function (Forms\Get $get) use ($settings) { $hasDiscounts = DocumentDiscountMethod::parse($get('discount_method'))->isPerLineItem(); $headers = [ Header::make($settings->resolveColumnLabel('item_name', 'Items')) ->width('30%'), Header::make($settings->resolveColumnLabel('unit_name', 'Quantity')) ->width('10%'), Header::make($settings->resolveColumnLabel('price_name', 'Price')) ->width('10%'), ]; if ($hasDiscounts) { $headers[] = Header::make('Adjustments')->width('30%'); } else { $headers[] = Header::make('Taxes')->width('30%'); } $headers[] = Header::make($settings->resolveColumnLabel('amount_name', 'Amount')) ->width('10%') ->align('right'); return $headers; }) ->schema([ Forms\Components\Group::make([ CreateOfferingSelect::make('offering_id') ->label('Item') ->hiddenLabel() ->placeholder('Select item') ->required() ->live() ->inlineSuffix() ->sellable() ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state, ?DocumentLineItem $record) { $offeringId = $state; $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method')); $isPerLineItem = $discountMethod->isPerLineItem(); $existingTaxIds = []; $existingDiscountIds = []; if ($record) { $existingTaxIds = $record->salesTaxes()->pluck('adjustments.id')->toArray(); if ($isPerLineItem) { $existingDiscountIds = $record->salesDiscounts()->pluck('adjustments.id')->toArray(); } } $with = [ 'salesTaxes' => static function ($query) use ($existingTaxIds) { $query->where(static function ($query) use ($existingTaxIds) { $query->where('status', AdjustmentStatus::Active) ->orWhereIn('adjustments.id', $existingTaxIds); }); }, ]; if ($isPerLineItem) { $with['salesDiscounts'] = static function ($query) use ($existingDiscountIds) { $query->where(static function ($query) use ($existingDiscountIds) { $query->where('status', AdjustmentStatus::Active) ->orWhereIn('adjustments.id', $existingDiscountIds); }); }; } $offeringRecord = Offering::with($with)->find($offeringId); if (! $offeringRecord) { return; } $unitPrice = CurrencyConverter::convertCentsToFormatSimple($offeringRecord->price, 'USD'); $set('description', $offeringRecord->description); $set('unit_price', $unitPrice); $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray()); if ($isPerLineItem) { $set('salesDiscounts', $offeringRecord->salesDiscounts->pluck('id')->toArray()); } }), Forms\Components\TextInput::make('description') ->placeholder('Enter item description') ->hiddenLabel(), ])->columnSpan(1), Forms\Components\TextInput::make('quantity') ->required() ->numeric() ->live() ->maxValue(9999999999.99) ->default(1), Forms\Components\TextInput::make('unit_price') ->hiddenLabel() ->money(useAffix: false) ->live() ->default(0), Forms\Components\Group::make([ CreateAdjustmentSelect::make('salesTaxes') ->label('Taxes') ->hiddenLabel() ->placeholder('Select taxes') ->category(AdjustmentCategory::Tax) ->type(AdjustmentType::Sales) ->adjustmentsRelationship('salesTaxes') ->saveRelationshipsUsing(null) ->dehydrated(true) ->inlineSuffix() ->preload() ->multiple() ->live() ->searchable(), CreateAdjustmentSelect::make('salesDiscounts') ->label('Discounts') ->hiddenLabel() ->placeholder('Select discounts') ->category(AdjustmentCategory::Discount) ->type(AdjustmentType::Sales) ->adjustmentsRelationship('salesDiscounts') ->saveRelationshipsUsing(null) ->dehydrated(true) ->inlineSuffix() ->multiple() ->live() ->hidden(function (Forms\Get $get) { $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method')); return $discountMethod->isPerDocument(); }) ->searchable(), ])->columnSpan(1), 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); $unitPrice = CurrencyConverter::isValidAmount($get('unit_price'), 'USD') ? CurrencyConverter::convertToFloat($get('unit_price'), 'USD') : 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, $currencyCode); }), ]), DocumentTotals::make() ->type(DocumentType::Invoice), Forms\Components\Textarea::make('terms') ->default($settings->terms) ->columnSpanFull(), ]), DocumentFooterSection::make('Invoice Footer') ->defaultFooter($settings->footer), ]); } public static function table(Table $table): Table { return $table ->defaultSort('next_date') ->columns([ Columns::id(), Tables\Columns\TextColumn::make('status') ->badge() ->searchable(), Tables\Columns\TextColumn::make('client.name') ->sortable() ->searchable() ->hiddenOn(RecurringInvoicesRelationManager::class), Tables\Columns\TextColumn::make('schedule') ->label('Schedule') ->getStateUsing(function (RecurringInvoice $record) { return $record->getScheduleDescription(); }) ->description(function (RecurringInvoice $record) { return $record->getTimelineDescription(); }), Tables\Columns\TextColumn::make('created_at') ->label('Created') ->date() ->sortable() ->showOnTabs(['draft']), Tables\Columns\TextColumn::make('start_date') ->label('First invoice') ->date() ->sortable() ->showOnTabs(['draft']), Tables\Columns\TextColumn::make('last_date') ->label('Last invoice') ->date() ->sortable() ->hideOnTabs(['draft']), Tables\Columns\TextColumn::make('next_date') ->label('Next invoice') ->date() ->sortable() ->hideOnTabs(['draft']), Tables\Columns\TextColumn::make('total') ->currencyWithConversion(static fn (RecurringInvoice $record) => $record->currency_code) ->sortable() ->toggleable() ->alignEnd(), ]) ->filters([ Tables\Filters\SelectFilter::make('client') ->relationship('client', 'name') ->searchable() ->preload() ->hiddenOn(RecurringInvoicesRelationManager::class), Tables\Filters\SelectFilter::make('status') ->options(RecurringInvoiceStatus::class) ->native(false), ]) ->headerActions([ Tables\Actions\ExportAction::make() ->exporter(RecurringInvoiceExporter::class), ]) ->actions([ Tables\Actions\ActionGroup::make([ Tables\Actions\ActionGroup::make([ Tables\Actions\EditAction::make() ->url(static fn (RecurringInvoice $record): string => Pages\EditRecurringInvoice::getUrl(['record' => $record])), Tables\Actions\ViewAction::make() ->url(static fn (RecurringInvoice $record): string => Pages\ViewRecurringInvoice::getUrl(['record' => $record])), RecurringInvoice::getManageScheduleAction(Tables\Actions\Action::class), ])->dropdown(false), Tables\Actions\DeleteAction::make(), ]), ]) ->bulkActions([ Tables\Actions\BulkActionGroup::make([ Tables\Actions\DeleteBulkAction::make(), ]), ]); } public static function getRelations(): array { return [ // ]; } public static function getPages(): array { return [ 'index' => Pages\ListRecurringInvoices::route('/'), 'create' => Pages\CreateRecurringInvoice::route('/create'), 'view' => Pages\ViewRecurringInvoice::route('/{record}'), 'edit' => Pages\EditRecurringInvoice::route('/{record}/edit'), ]; } }