erpsaas/app/Filament/Company/Resources/Accounting/BudgetResource.php

<?php

namespace App\Filament\Company\Resources\Accounting;

use App\Enums\Accounting\BudgetIntervalType;
use App\Filament\Company\Resources\Accounting\BudgetResource\Pages;
use App\Filament\Forms\Components\CustomSection;
use App\Models\Accounting\Account;
use App\Models\Accounting\Budget;
use Filament\Forms;
use Filament\Forms\Form;
use Filament\Resources\Resource;
use Filament\Tables;
use Filament\Tables\Table;
use Illuminate\Support\Carbon;

class BudgetResource extends Resource
{
    protected static ?string $model = Budget::class;

    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';

    public static function form(Form $form): Form
    {
        return $form
            ->schema([
                Forms\Components\Section::make('Budget Details')
                    ->columns()
                    ->schema([
                        Forms\Components\TextInput::make('name')
                            ->required()
                            ->maxLength(255),
                        Forms\Components\Select::make('interval_type')
                            ->label('Budget Interval')
                            ->options(BudgetIntervalType::class)
                            ->default(BudgetIntervalType::Month->value)
                            ->required()
                            ->live(),
                        Forms\Components\DatePicker::make('start_date')
                            ->required()
                            ->default(now()->startOfYear())
                            ->live(),
                        Forms\Components\DatePicker::make('end_date')
                            ->required()
                            ->default(now()->endOfYear())
                            ->live()
                            ->disabled(static fn (Forms\Get $get) => blank($get('start_date')))
                            ->minDate(fn (Forms\Get $get) => match (BudgetIntervalType::parse($get('interval_type'))) {
                                BudgetIntervalType::Week => Carbon::parse($get('start_date'))->addWeek(),
                                BudgetIntervalType::Month => Carbon::parse($get('start_date'))->addMonth(),
                                BudgetIntervalType::Quarter => Carbon::parse($get('start_date'))->addQuarter(),
                                BudgetIntervalType::Year => Carbon::parse($get('start_date'))->addYear(),
                                default => Carbon::parse($get('start_date'))->addDay(),
                            })
                            ->maxDate(fn (Forms\Get $get) => Carbon::parse($get('start_date'))->endOfYear()),
                        Forms\Components\Textarea::make('notes')
                            ->columnSpanFull(),
                    ]),

                Forms\Components\Section::make('Budget Items')
                    ->headerActions([
                        Forms\Components\Actions\Action::make('addAccounts')
                            ->label('Add Accounts')
                            ->icon('heroicon-m-plus')
                            ->outlined()
                            ->color('primary')
                            ->form(fn (Forms\Get $get) => [
                                Forms\Components\Select::make('selected_accounts')
                                    ->label('Choose Accounts to Add')
                                    ->options(function () use ($get) {
                                        $existingAccounts = collect($get('budgetItems'))->pluck('account_id')->toArray();

                                        return Account::query()
                                            ->budgetable()
                                            ->whereNotIn('id', $existingAccounts) // Prevent duplicate selections
                                            ->pluck('name', 'id');
                                    })
                                    ->searchable()
                                    ->multiple()
                                    ->hint('Select the accounts you want to add to this budget'),
                            ])
                            ->action(static fn (Forms\Set $set, Forms\Get $get, array $data) => self::addSelectedAccounts($set, $get, $data)),

                        Forms\Components\Actions\Action::make('addAllAccounts')
                            ->label('Add All Accounts')
                            ->icon('heroicon-m-folder-plus')
                            ->outlined()
                            ->color('primary')
                            ->action(static fn (Forms\Set $set, Forms\Get $get) => self::addAllAccounts($set, $get))
                            ->hidden(static fn (Forms\Get $get) => filled($get('budgetItems'))),

                        Forms\Components\Actions\Action::make('increaseAllocations')
                            ->label('Increase Allocations')
                            ->icon('heroicon-m-arrow-up')
                            ->outlined()
                            ->color('success')
                            ->form(fn (Forms\Get $get) => [
                                Forms\Components\Select::make('increase_type')
                                    ->label('Increase Type')
                                    ->options([
                                        'percentage' => 'Percentage (%)',
                                        'fixed' => 'Fixed Amount',
                                    ])
                                    ->default('percentage')
                                    ->live()
                                    ->required(),

                                Forms\Components\TextInput::make('percentage')
                                    ->label('Increase by %')
                                    ->numeric()
                                    ->suffix('%')
                                    ->required()
                                    ->hidden(fn (Forms\Get $get) => $get('increase_type') !== 'percentage'),

                                Forms\Components\TextInput::make('fixed_amount')
                                    ->label('Increase by Fixed Amount')
                                    ->numeric()
                                    ->suffix('USD')
                                    ->required()
                                    ->hidden(fn (Forms\Get $get) => $get('increase_type') !== 'fixed'),

                                Forms\Components\Select::make('apply_to_accounts')
                                    ->label('Apply to Accounts')
                                    ->options(function () use ($get) {
                                        $budgetItems = $get('budgetItems') ?? [];
                                        $accountIds = collect($budgetItems)
                                            ->pluck('account_id')
                                            ->filter()
                                            ->unique()
                                            ->toArray();

                                        return Account::query()
                                            ->whereIn('id', $accountIds)
                                            ->pluck('name', 'id')
                                            ->toArray();
                                    })
                                    ->searchable()
                                    ->multiple()
                                    ->hint('Leave blank to apply to all accounts'),

                                Forms\Components\Select::make('apply_to_periods')
                                    ->label('Apply to Periods')
                                    ->options(static function () use ($get) {
                                        $startDate = $get('start_date');
                                        $endDate = $get('end_date');
                                        $intervalType = $get('interval_type');

                                        if (blank($startDate) || blank($endDate) || blank($intervalType)) {
                                            return [];
                                        }

                                        $labels = self::generateFormattedLabels($startDate, $endDate, $intervalType);

                                        return array_combine($labels, $labels);
                                    })
                                    ->searchable()
                                    ->multiple()
                                    ->hint('Leave blank to apply to all periods'),
                            ])
                            ->action(static fn (Forms\Set $set, Forms\Get $get, array $data) => self::increaseAllocations($set, $get, $data))
                            ->visible(static fn (Forms\Get $get) => filled($get('budgetItems'))),
                    ])
                    ->schema([
                        Forms\Components\Repeater::make('budgetItems')
                            ->columns(4)
                            ->hiddenLabel()
                            ->schema([
                                Forms\Components\Select::make('account_id')
                                    ->label('Account')
                                    ->options(Account::query()
                                        ->budgetable()
                                        ->pluck('name', 'id'))
                                    ->searchable()
                                    ->disableOptionsWhenSelectedInSiblingRepeaterItems()
                                    ->columnSpan(1)
                                    ->required(),

                                Forms\Components\TextInput::make('total_amount')
                                    ->label('Total Amount')
                                    ->numeric()
                                    ->columnSpan(1)
                                    ->suffixAction(
                                        Forms\Components\Actions\Action::make('disperse')
                                            ->label('Disperse')
                                            ->icon('heroicon-m-bars-arrow-down')
                                            ->color('primary')
                                            ->action(static fn (Forms\Set $set, Forms\Get $get, $state) => self::disperseTotalAmount($set, $get, $state))
                                    ),

                                CustomSection::make('Budget Allocations')
                                    ->contained(false)
                                    ->columns(4)
                                    ->schema(static fn (Forms\Get $get) => self::getAllocationFields($get('../../start_date'), $get('../../end_date'), $get('../../interval_type'))),
                            ])
                            ->defaultItems(0)
                            ->addActionLabel('Add Budget Item'),
                    ]),
            ]);
    }

    public static function table(Table $table): Table
    {
        return $table
            ->columns([
                Tables\Columns\TextColumn::make('name')
                    ->sortable()
                    ->searchable(),

                Tables\Columns\TextColumn::make('interval_type')
                    ->label('Interval')
                    ->sortable()
                    ->badge(),

                Tables\Columns\TextColumn::make('start_date')
                    ->label('Start Date')
                    ->date()
                    ->sortable(),

                Tables\Columns\TextColumn::make('end_date')
                    ->label('End Date')
                    ->date()
                    ->sortable(),

                Tables\Columns\TextColumn::make('total_budgeted_amount')
                    ->label('Total Budgeted')
                    ->money()
                    ->sortable()
                    ->alignEnd()
                    ->getStateUsing(fn (Budget $record) => $record->budgetItems->sum(fn ($item) => $item->allocations->sum('amount'))),
            ])
            ->filters([
                //
            ])
            ->actions([
                Tables\Actions\ActionGroup::make([
                    Tables\Actions\ViewAction::make(),
                    Tables\Actions\EditAction::make(),
                ]),
            ])
            ->bulkActions([
                Tables\Actions\BulkActionGroup::make([
                    Tables\Actions\DeleteBulkAction::make(),
                ]),
            ]);
    }

    private static function addAllAccounts(Forms\Set $set, Forms\Get $get): void
    {
        $accounts = Account::query()
            ->budgetable()
            ->pluck('id');

        $budgetItems = $accounts->map(static fn ($accountId) => [
            'account_id' => $accountId,
            'total_amount' => 0, // Default to 0 until the user inputs amounts
            'amounts' => self::generateDefaultAllocations($get('start_date'), $get('end_date'), $get('interval_type')),
        ])->toArray();

        $set('budgetItems', $budgetItems);
    }

    private static function addSelectedAccounts(Forms\Set $set, Forms\Get $get, array $data): void
    {
        $selectedAccountIds = $data['selected_accounts'] ?? [];

        if (empty($selectedAccountIds)) {
            return; // No accounts selected, do nothing.
        }

        $existingAccountIds = collect($get('budgetItems'))
            ->pluck('account_id')
            ->unique()
            ->filter()
            ->toArray();

        // Only add accounts that aren't already in the budget items
        $newAccounts = array_diff($selectedAccountIds, $existingAccountIds);

        $newBudgetItems = collect($newAccounts)->map(static fn ($accountId) => [
            'account_id' => $accountId,
            'total_amount' => 0,
            'amounts' => self::generateDefaultAllocations($get('start_date'), $get('end_date'), $get('interval_type')),
        ])->toArray();

        // Merge new budget items with existing ones
        $set('budgetItems', array_merge($get('budgetItems') ?? [], $newBudgetItems));
    }

    private static function generateDefaultAllocations(?string $startDate, ?string $endDate, ?string $intervalType): array
    {
        if (! $startDate || ! $endDate || ! $intervalType) {
            return [];
        }

        $labels = self::generateFormattedLabels($startDate, $endDate, $intervalType);

        return collect($labels)->mapWithKeys(static fn ($label) => [$label => 0])->toArray();
    }

    private static function increaseAllocations(Forms\Set $set, Forms\Get $get, array $data): void
    {
        $increaseType = $data['increase_type']; // 'percentage' or 'fixed'
        $percentage = $data['percentage'] ?? 0;
        $fixedAmount = $data['fixed_amount'] ?? 0;

        $selectedAccounts = $data['apply_to_accounts'] ?? []; // Selected account IDs
        $selectedPeriods = $data['apply_to_periods'] ?? []; // Selected period labels

        $budgetItems = $get('budgetItems') ?? [];

        foreach ($budgetItems as $index => $budgetItem) {
            // Skip if this account isn't selected (unless all accounts are being updated)
            if (! empty($selectedAccounts) && ! in_array($budgetItem['account_id'], $selectedAccounts)) {
                continue;
            }

            if (empty($budgetItem['amounts'])) {
                continue; // Skip if no allocations exist
            }

            $updatedAmounts = $budgetItem['amounts']; // Clone existing amounts
            foreach ($updatedAmounts as $label => $amount) {
                // Skip if this period isn't selected (unless all periods are being updated)
                if (! empty($selectedPeriods) && ! in_array($label, $selectedPeriods)) {
                    continue;
                }

                // Apply increase based on selected type
                $updatedAmounts[$label] = match ($increaseType) {
                    'percentage' => round($amount * (1 + $percentage / 100), 2),
                    'fixed' => round($amount + $fixedAmount, 2),
                    default => $amount,
                };
            }

            $set("budgetItems.{$index}.amounts", $updatedAmounts);
            $set("budgetItems.{$index}.total_amount", round(array_sum($updatedAmounts), 2));
        }
    }

    private static function disperseTotalAmount(Forms\Set $set, Forms\Get $get, float $totalAmount): void
    {
        $startDate = $get('../../start_date');
        $endDate = $get('../../end_date');
        $intervalType = $get('../../interval_type');

        if (! $startDate || ! $endDate || ! $intervalType || $totalAmount <= 0) {
            return;
        }

        $labels = self::generateFormattedLabels($startDate, $endDate, $intervalType);
        $numPeriods = count($labels);

        if ($numPeriods === 0) {
            return;
        }

        $baseAmount = floor($totalAmount / $numPeriods);
        $remainder = $totalAmount - ($baseAmount * $numPeriods);

        foreach ($labels as $index => $label) {
            $amount = $baseAmount + ($index === 0 ? $remainder : 0);
            $set("amounts.{$label}", $amount);
        }
    }

    private static function generateFormattedLabels(string $startDate, string $endDate, string $intervalType): array
    {
        $start = Carbon::parse($startDate);
        $end = Carbon::parse($endDate);
        $intervalTypeEnum = BudgetIntervalType::parse($intervalType);
        $labels = [];

        while ($start->lte($end)) {
            $labels[] = match ($intervalTypeEnum) {
                BudgetIntervalType::Week => 'W' . $start->weekOfYear . ' ' . $start->year, // Example: W10 2024
                BudgetIntervalType::Month => $start->format('M'), // Example: Jan, Feb, Mar
                BudgetIntervalType::Quarter => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
                BudgetIntervalType::Year => (string) $start->year, // Example: 2024, 2025
                default => '',
            };

            match ($intervalTypeEnum) {
                BudgetIntervalType::Week => $start->addWeek(),
                BudgetIntervalType::Month => $start->addMonth(),
                BudgetIntervalType::Quarter => $start->addQuarter(),
                BudgetIntervalType::Year => $start->addYear(),
                default => null,
            };
        }

        return $labels;
    }

    private static function getAllocationFields(?string $startDate, ?string $endDate, ?string $intervalType): array
    {
        if (! $startDate || ! $endDate || ! $intervalType) {
            return [];
        }

        $start = Carbon::parse($startDate);
        $end = Carbon::parse($endDate);
        $intervalTypeEnum = BudgetIntervalType::parse($intervalType);
        $fields = [];

        while ($start->lte($end)) {
            $label = match ($intervalTypeEnum) {
                BudgetIntervalType::Week => 'W' . $start->weekOfYear . ' ' . $start->year, // Example: W10 2024
                BudgetIntervalType::Month => $start->format('M'), // Example: Jan, Feb, Mar
                BudgetIntervalType::Quarter => 'Q' . $start->quarter, // Example: Q1, Q2, Q3
                BudgetIntervalType::Year => (string) $start->year, // Example: 2024, 2025
                default => '',
            };

            $fields[] = Forms\Components\TextInput::make("amounts.{$label}")
                ->label($label)
                ->numeric()
                ->required();

            match ($intervalTypeEnum) {
                BudgetIntervalType::Week => $start->addWeek(),
                BudgetIntervalType::Month => $start->addMonth(),
                BudgetIntervalType::Quarter => $start->addQuarter(),
                BudgetIntervalType::Year => $start->addYear(),
                default => null,
            };
        }

        return $fields;
    }

    public static function getRelations(): array
    {
        return [
            //
        ];
    }

    public static function getPages(): array
    {
        return [
            'index' => Pages\ListBudgets::route('/'),
            'create' => Pages\CreateBudget::route('/create'),
            'view' => Pages\ViewBudget::route('/{record}'),
            'edit' => Pages\EditBudget::route('/{record}/edit'),
        ];
    }
}