WIP Work on Payments

app/Enums/IconEnum.php

@@ -5,7 +5,7 @@
 enum IconEnum: string
 {
     case DEFAULT        = 'heroicon-o-rectangle-stack';
-    case INVOICE        = 'lucide-receipt-text';
+    case INVOICE        = 'lucide-file-text';
     case ORDER          = 'lucide-shopping-cart';
     case QUOTE          = 'lucide-quote';
     case CUSTOMER       = 'lucide-building';
@@ -15,8 +15,8 @@ enum IconEnum: string
     case TAX_RATE       = 'lucide-circle-dollar-sign';
 
     //    case PRODUCT_SERVICE = 'heroicon-o-rectangle-stack';
-    //    case CUSTOMER_SALES  = 'heroicon-o-rectangle-stack';
+    case CUSTOMER_SALES = 'lucide-book-user';
-    //    case INVOICE_REPORT  = 'heroicon-o-rectangle-stack';
+    case INVOICE_REPORT = 'lucide-files';
 
     case TAB_ALL       = 'lucide-layout-grid';
     case TAB_OVERDUE   = 'lucide-calendar-clock';

app/Filament/Admin/Resources/CustomerReportResource.php

@@ -18,13 +18,13 @@ class CustomerReportResource extends Resource
 {
     protected static ?string $model = Customer::class;
 
+    protected static ?string $navigationIcon = IconEnum::CUSTOMER_SALES->value;
+
     protected static ?string $navigationGroup = 'Reports';
 
-    protected static ?string $navigationIcon = IconEnum::DEFAULT->value;
+    protected static ?string $navigationLabel = 'Customer Reports';
 
-    protected static ?string $navigationLabel = 'Customer Sales';
+    protected static ?int $navigationSort = 4;
-
-    protected static ?int $navigationSort = 2;
 
     public static function form(Form $form): Form
     {

app/Filament/Admin/Resources/InvoiceReportResource.php

@@ -17,7 +17,7 @@
 
 class InvoiceReportResource extends Resource
 {
-    protected static ?string $navigationIcon = IconEnum::DEFAULT->value;
+    protected static ?string $navigationIcon = IconEnum::INVOICE_REPORT->value;
 
     protected static ?string $navigationGroup = 'Reports';
 

app/Filament/Admin/Resources/InvoiceResource.php

@@ -31,9 +31,9 @@ class InvoiceResource extends Resource
 
     protected static ?string $navigationIcon = IconEnum::INVOICE->value;
 
-    protected static ?string $navigationGroup = 'Production';
+    protected static ?string $navigationGroup = 'Financial';
 
-    protected static ?int $navigationSort = 2;
+    protected static ?int $navigationSort = 1;
 
     public static function form(Form $form): Form
     {

app/Filament/Admin/Resources/PackingSlipResource.php

@@ -24,7 +24,7 @@ class PackingSlipResource extends Resource
 
     protected static ?string $navigationIcon = IconEnum::PACKING_SLIP->value;
 
-    protected static ?string $navigationGroup = 'Management';
+    protected static ?string $navigationGroup = 'Production';
 
     protected static ?int $navigationSort = 2;
 

app/Filament/Admin/Resources/PaymentResource.php

@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Filament\Admin\Resources;
+
+use App\Filament\Admin\Resources\PaymentResource\Pages;
+use App\Models\Payment;
+use Filament\Forms\Components\Section;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+
+class PaymentResource extends Resource
+{
+    protected static ?string $model = Payment::class;
+
+    protected static ?string $navigationIcon = 'lucide-hand-coins';
+
+    protected static ?string $navigationGroup = 'Financial';
+
+    protected static ?int $navigationSort = 2;
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Section::make([
+                    Select::make('customer_id')
+                        ->relationship('customer', 'company_name'),
+                ]),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                //
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function canAccess(): bool
+    {
+        return auth()->user()->is_admin;
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index'  => Pages\ListPayments::route('/'),
+            'create' => Pages\CreatePayment::route('/create'),
+            'edit'   => Pages\EditPayment::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Admin/Resources/PaymentResource/Pages/CreatePayment.php

@@ -0,0 +1,11 @@
+<?php
+
+namespace App\Filament\Admin\Resources\PaymentResource\Pages;
+
+use App\Filament\Admin\Resources\PaymentResource;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreatePayment extends CreateRecord
+{
+    protected static string $resource = PaymentResource::class;
+}

app/Filament/Admin/Resources/PaymentResource/Pages/EditPayment.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Admin\Resources\PaymentResource\Pages;
+
+use App\Filament\Admin\Resources\PaymentResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditPayment extends EditRecord
+{
+    protected static string $resource = PaymentResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Admin/Resources/PaymentResource/Pages/ListPayments.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Admin\Resources\PaymentResource\Pages;
+
+use App\Filament\Admin\Resources\PaymentResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListPayments extends ListRecords
+{
+    protected static string $resource = PaymentResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Admin/Resources/ServiceTypeResource.php

@@ -22,6 +22,8 @@ class ServiceTypeResource extends Resource
 
     protected static ?string $label = 'Product Services';
 
+    protected static ?int $navigationSort = 2;
+
     public static function getWidgets(): array
     {
         return [

app/Models/Invoice.php

@@ -54,6 +54,13 @@ class Invoice extends Model
         'total'      => 'float',
     ];
 
+    public function remainingBalance(): float
+    {
+        $applied = $this->payments()->sum('pivot.applied_amount');
+
+        return max(0, $this->total - $applied);
+    }
+
     public function calculateTotals(): void
     {
         $this->refresh();
@@ -120,4 +127,11 @@ public function invoiceReports(): BelongsToMany
     {
         return $this->belongsToMany(InvoiceReport::class);
     }
+
+    public function payments(): BelongsToMany
+    {
+        return $this->belongsToMany(Payment::class)
+            ->withPivot('applied_amount')
+            ->withTimestamps();
+    }
 }

app/Models/Payment.php

@@ -0,0 +1,64 @@
+<?php
+
+namespace App\Models;
+
+use App\Enums\InvoiceStatus;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\BelongsToMany;
+
+class Payment extends Model
+{
+    use HasFactory;
+
+    protected $fillable = [
+        'customer_id',
+        'amount',
+        'unapplied_amount',
+    ];
+
+    public function applyToInvoices()
+    {
+        $remaning = $this->unapplied_amount ?? $this->amount;
+
+        $invoices = Invoice::where('customer_id', $this->customer_id)
+            ->where('status', '==', 'UNPAID')
+            ->orderBy('date')
+            ->get();
+
+        foreach ($invoices as $invoice) {
+            $balance = $invoice->remainingBalance();
+
+            if ($remaning <= 0) {
+                break;
+            }
+
+            $applied = min($remaining, $balance);
+            $invoice->payments()->attach($this->id, ['applied_amount' => $applied]);
+
+            $remaining -= $applied;
+
+            if ($invoice->remainingBalance() == 0) {
+                $invoice->setStatus(InvoiceStatus::PAID);
+            } elseif ($applied > 0) {
+                $invoice->setStatus(InvoiceStatus::UNPAID);
+            }
+        }
+
+        $this->unapplied_amount = $remaining;
+        $this->save();
+    }
+
+    public function customer(): BelongsTo
+    {
+        return $this->belongsTo(Customer::class);
+    }
+
+    public function invoices(): BelongsToMany
+    {
+        return $this->belongsToMany(Invoice::class)
+            ->withPivot('applied_amount')
+            ->withTimestamps();
+    }
+}

app/Providers/Filament/AdminPanelProvider.php

@@ -6,6 +6,7 @@
 use Filament\Http\Middleware\Authenticate;
 use Filament\Http\Middleware\DisableBladeIconComponents;
 use Filament\Http\Middleware\DispatchServingFilamentEvent;
+use Filament\Navigation\NavigationGroup;
 use Filament\Pages;
 use Filament\Panel;
 use Filament\PanelProvider;
@@ -53,6 +54,13 @@ public function panel(Panel $panel): Panel
             ->authMiddleware([
                 Authenticate::class,
             ])
-            ->sidebarWidth('13rem');
+            ->sidebarWidth('13rem')
+            ->navigationGroups([
+                NavigationGroup::make('Production'),
+                NavigationGroup::make('Management'),
+                NavigationGroup::make('Financial'),
+                NavigationGroup::make('Reports'),
+                NavigationGroup::make('Settings'),
+            ]);
     }
 }

database/migrations/018_create_payments_table.php

@@ -0,0 +1,32 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('payments', function (Blueprint $table) {
+            $table->id();
+
+            $table->foreignId('customer_id')->constrained();
+            $table->decimal('amount', 8, 2);
+            $table->decimal('unapplied_amount', 8, 2)->nullable();
+
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('payments');
+    }
+};

database/migrations/019_create_invoice_payment_table.php

@@ -0,0 +1,31 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('invoice_payment', function (Blueprint $table) {
+            $table->id();
+
+            $table->foreignId('invoice_id')->constrained();
+            $table->foreignId('payment_id')->constrained();
+            $table->decimal('applied_amount', 8, 2);
+
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('invoice_payment');
+    }
+};