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Work on Payments

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This commit is contained in:
Nisse Lommerde 2025-01-24 21:37:05 -05:00
parent f937302159
commit b2c8ce7405
49 changed files with 2589 additions and 1412 deletions
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33
app/Enums/IconEnum.php
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@ -4,21 +4,20 @@
enum IconEnum: string
{
case DEFAULT = 'heroicon-o-rectangle-stack';
case INVOICE = 'lucide-receipt-text';
case ORDER = 'lucide-shopping-cart';
case QUOTE = 'lucide-quote';
case CUSTOMER = 'lucide-building';
case PACKING_SLIP = 'lucide-package';
case SHIPPING_ENTRY = 'lucide-truck';
case USER = 'lucide-users';
case TAX_RATE = 'lucide-circle-dollar-sign';
// case PRODUCT_SERVICE = 'heroicon-o-rectangle-stack';
// case CUSTOMER_SALES = 'heroicon-o-rectangle-stack';
// case INVOICE_REPORT = 'heroicon-o-rectangle-stack';
case TAB_ALL = 'lucide-layout-grid';
case TAB_OVERDUE = 'lucide-calendar-clock';
case TAB_UNPRINTED = 'lucide-printer';
case DEFAULT = 'heroicon-o-rectangle-stack';
case INVOICE = 'lucide-file-text';
case ORDER = 'lucide-shopping-cart';
case QUOTE = 'lucide-quote';
case CUSTOMER = 'lucide-building';
case PACKING_SLIP = 'lucide-package';
case SHIPPING_ENTRY = 'lucide-truck';
case USER = 'lucide-users';
case TAX_RATE = 'lucide-circle-dollar-sign';
case DISTRIBUTE_PAYMENTS = 'lucide-rotate-cw';
case PRODUCT_SERVICE = 'heroicon-o-rectangle';
case CUSTOMER_SALES = 'lucide-book-user';
case INVOICE_REPORT = 'lucide-files';
case TAB_ALL = 'lucide-layout-grid';
case TAB_OVERDUE = 'lucide-calendar-clock';
case TAB_UNPRINTED = 'lucide-printer';
}

33
app/Events/InvoiceCreated.php Normal file
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@ -0,0 +1,33 @@
<?php
namespace App\Events;
use Illuminate\Broadcasting\InteractsWithSockets;
use Illuminate\Broadcasting\PrivateChannel;
use Illuminate\Foundation\Events\Dispatchable;
use Illuminate\Queue\SerializesModels;
class InvoiceCreated
{
use Dispatchable, InteractsWithSockets, SerializesModels;
/**
* Create a new event instance.
*/
public function __construct()
{
//
}
/**
* Get the channels the event should broadcast on.
*
* @return array<int, \Illuminate\Broadcasting\Channel>
*/
public function broadcastOn(): array
{
return [
new PrivateChannel('channel-name'),
];
}
}

8
app/Filament/Admin/Resources/CustomerReportResource.php
View File

@ -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 = 2;
protected static ?int $navigationSort = 4;
public static function form(Form $form): Form
{

21
app/Filament/Admin/Resources/CustomerResource.php
View File

@ -4,6 +4,8 @@
use App\Enums\IconEnum;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\ContactsRelationManager;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\InvoicesRelationManager;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\PaymentsRelationManager;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\ShippingEntriesRelationManager;
use App\Models\Customer;
use Filament\Forms\Components\Section;
@ -29,7 +31,8 @@ public static function form(Form $form): Form
return $form
->schema([
Section::make([
TextInput::make('company_name'),
TextInput::make('company_name')
->required(),
TextInput::make('phone'),
TextInput::make('shipping_address_line_1'),
TextInput::make('shipping_address_line_2'),
@ -44,10 +47,14 @@ public static function table(Table $table): Table
return $table
->columns([
TextColumn::make('company_name')
->extraHeaderAttributes(['class' => 'w-full'])
->searchable()
->sortable(),
// TextColumn::make('shipping_address'),
TextColumn::make('phone'),
TextColumn::make('balance')
->getStateUsing(fn (Customer $customer) => $customer->calculateBalance())
->money()
->hidden(! auth()->user()->is_admin),
])
->filters([
//
@ -65,19 +72,19 @@ public static function table(Table $table): Table
public static function getRelations(): array
{
return [
// RelationGroup::make('Relations', [
InvoicesRelationManager::class,
PaymentsRelationManager::class,
ContactsRelationManager::class,
ShippingEntriesRelationManager::class,
// ]),
];
}
public static function getPages(): array
{
return [
'index' => \App\Filament\Admin\Resources\CustomerResource\Pages\ListCustomers::route('/'),
'create' => \App\Filament\Admin\Resources\CustomerResource\Pages\CreateCustomer::route('/create'),
'edit' => \App\Filament\Admin\Resources\CustomerResource\Pages\EditCustomer::route('/{record}/edit'),
'index' => \App\Filament\Admin\Resources\CustomerResource\Pages\ListCustomers::route('/'),
// 'create' => \App\Filament\Admin\Resources\CustomerResource\Pages\CreateCustomer::route('/create'),
'edit' => \App\Filament\Admin\Resources\CustomerResource\Pages\EditCustomer::route('/{record}/edit'),
];
}
}

2
app/Filament/Admin/Resources/CustomerResource/Pages/EditCustomer.php
View File

@ -12,7 +12,7 @@ class EditCustomer extends EditRecord
protected function getHeaderActions(): array
{
//todo: make report
// todo: make report
return [
Actions\DeleteAction::make(),

17
app/Filament/Admin/Resources/CustomerResource/RelationManagers/InvoicesRelationManager.php Normal file
View File

@ -0,0 +1,17 @@
<?php
namespace App\Filament\Admin\Resources\CustomerResource\RelationManagers;
use App\Filament\Admin\Resources\InvoiceResource;
use Filament\Resources\RelationManagers\RelationManager;
use Filament\Tables\Table;
class InvoicesRelationManager extends RelationManager
{
protected static string $relationship = 'invoices';
public function table(Table $table): Table
{
return InvoiceResource::table($table);
}
}

40
app/Filament/Admin/Resources/CustomerResource/RelationManagers/PaymentsRelationManager.php Normal file
View File

@ -0,0 +1,40 @@
<?php
namespace App\Filament\Admin\Resources\CustomerResource\RelationManagers;
use App\Filament\Admin\Resources\PaymentResource;
use Filament\Forms;
use Filament\Forms\Form;
use Filament\Resources\RelationManagers\RelationManager;
use Filament\Tables;
use Filament\Tables\Table;
class PaymentsRelationManager extends RelationManager
{
protected static string $relationship = 'payments';
public function form(Form $form): Form
{
return $form
->schema([
// PaymentResource
// Forms\Components\TextInput::make('amount')
// ->required()
// ->maxLength(255),
]);
}
public function table(Table $table): Table
{
return PaymentResource::table($table);
/* return $table
->recordTitleAttribute('amount')
->columns([
Tables\Columns\TextColumn::make('amount'),
])
->headerActions([
Tables\Actions\CreateAction::make(),
]);*/
}
}

2
app/Filament/Admin/Resources/InvoiceReportResource.php
View File

@ -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';

5
app/Filament/Admin/Resources/InvoiceReportResource/RelationManagers/InvoicesRelationManager.php
View File

@ -3,6 +3,7 @@
namespace App\Filament\Admin\Resources\InvoiceReportResource\RelationManagers;
use App\Filament\Admin\Resources\InvoiceResource;
use App\Models\Invoice;
use Filament\Forms;
use Filament\Forms\Form;
use Filament\Resources\RelationManagers\RelationManager;
@ -50,9 +51,9 @@ public function table(Table $table): Table
->formatStateUsing(function ($state) {
return $state == 0.00 ? '-' : '$'.$state;
}),
TextColumn::make('total')
->label('Balance Due')
TextColumn::make('balance')
->alignRight()
->getStateUsing(fn (Invoice $record) => $record->remainingBalance())
->money()
->weight(FontWeight::Bold),
TextColumn::make('status'),

101
app/Filament/Admin/Resources/InvoiceResource.php
View File

@ -4,6 +4,7 @@
use App\Enums\IconEnum;
use App\Enums\InvoiceStatus;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\InvoicesRelationManager;
use App\Filament\Admin\Resources\InvoiceResource\RelationManagers\OrdersRelationManager;
use App\Filament\Admin\Resources\InvoiceResource\RelationManagers\ProductServicesRelationManager;
use App\Models\Customer;
@ -19,6 +20,7 @@
use Filament\Forms\Form;
use Filament\Notifications\Notification;
use Filament\Resources\Resource;
use Filament\Support\Enums\FontWeight;
use Filament\Tables;
use Filament\Tables\Columns\TextColumn;
use Filament\Tables\Table;
@ -31,9 +33,9 @@ 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
{
@ -42,40 +44,30 @@ public static function form(Form $form): Form
Group::make()
->schema([
Section::make([
Grid::make(2)
->schema([
Select::make('customer_id')
->required()
->label('Customer')
->options(Customer::all()->pluck('company_name', 'id'))
->reactive()
->searchable()
->disabledOn('edit')
->columnSpan(2),
Select::make('customer_id')
->required()
->label('Customer')
->options(Customer::all()->pluck('company_name', 'id'))
->reactive()
->searchable()
->disabledOn('edit')
->columnSpan(2),
Split::make([
DatePicker::make('date')
->required()
->default(today()),
DatePicker::make('due_date'),
])
->columnSpan(2),
Split::make([
DatePicker::make('date')
->required()
->default(today()),
DatePicker::make('due_date'),
])
->columnSpan(2),
ToggleButtons::make('status')
->options(InvoiceStatus::class)
->required()
->inline()
->default(InvoiceStatus::UNPAID)
->columnSpan(2),
])->columnSpan(2),
Grid::make(1)
Grid::make(3)
->schema([
ToggleButtons::make('has_gst')
->label('GST')
->boolean('On', 'Off')
->default(true)
->inline()
// ->inline()
->colors([
'true' => 'info',
'false' => 'info',
@ -85,7 +77,7 @@ public static function form(Form $form): Form
->label('PST')
->boolean('On', 'Off')
->default(false)
->inline()
// ->inline()
->colors([
'true' => 'info',
'false' => 'info',
@ -95,14 +87,22 @@ public static function form(Form $form): Form
->label('HST')
->boolean('On', 'Off')
->default(false)
->inline()
// ->inline()
->colors([
'true' => 'info',
'false' => 'info',
]),
])->columnSpan(1),
ToggleButtons::make('status')
->options(InvoiceStatus::class)
->required()
->inline()
->default(InvoiceStatus::UNPAID)
->columnSpan(1),
])
->columns(3)
->columns(2)
->columnSpan(2),
Section::make()
@ -111,16 +111,15 @@ public static function form(Form $form): Form
->label('ID')
->content(fn (Invoice $record): ?string => $record->internal_id),
Placeholder::make('Tax Rates '.'(if applicable)')
Placeholder::make('Amounts')
->content(fn (Invoice $record): ?string => 'Total: $'.$record->total.', balance: $'.$record->remainingBalance()),
Placeholder::make('Tax Rates when created')
->content(fn (Invoice $record): ?string => $record->gst_rate.'% GST, '.$record->pst_rate.'% PST, '.$record->hst_rate.'% HST'),
Placeholder::make('created_at')
->label('Created')
->content(fn (Invoice $record): ?string => $record->created_at->format('Y-m-d')),
Placeholder::make('updated_at')
->label('Last modified')
->content(fn (Invoice $record): ?string => $record->updated_at->format('Y-m-d')),
->label('Timestamps')
->content(fn (Invoice $record): ?string => 'Created at '.$record->created_at->format('Y-m-d').', updated at '.$record->updated_at->format('Y-m-d')),
])
->columnSpan(1)
@ -138,6 +137,7 @@ public static function table(Table $table): Table
return $table
->columns([
TextColumn::make('internal_id')
->extraHeaderAttributes(fn ($livewire) => $livewire::class === InvoicesRelationManager::class ? ['class' => 'w-full'] : false)
->label('ID')
->fontFamily('mono')
->color('primary')
@ -151,6 +151,7 @@ public static function table(Table $table): Table
}),
TextColumn::make('customer.company_name')
->hidden(fn ($livewire) => $livewire::class === InvoicesRelationManager::class)
->sortable()
->extraHeaderAttributes(['class' => 'w-full'])
->searchable(),
@ -186,22 +187,11 @@ public static function table(Table $table): Table
return '-';
})
->alignRight(),
TextColumn::make('has_hst')
->label('HST')
TextColumn::make('balance')
->getStateUsing(fn (Invoice $record) => $record->remainingBalance())
->money()
->formatStateUsing(function (Invoice $record) {
if ($record->has_hst) {
return '$'.number_format($record->hst_amount, 2);
}
return '-';
})
->alignRight(),
TextColumn::make('total')
->label('Total')
->money()
->weight('bold')
->alignRight(),
->alignRight()
->weight(FontWeight::Bold),
TextColumn::make('status')
->badge(InvoiceStatus::class)
->sortable(),
@ -239,7 +229,8 @@ public static function table(Table $table): Table
->defaultSort('id', 'desc')
->actions([
Tables\Actions\EditAction::make(),
Tables\Actions\EditAction::make()
->hidden(fn ($livewire) => $livewire::class === InvoicesRelationManager::class),
])
->bulkActions([

8
app/Filament/Admin/Resources/PackingSlipResource.php
View File

@ -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;
@ -112,9 +112,9 @@ public static function getRelations(): array
public static function getPages(): array
{
return [
'index' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\ListPackingSlips::route('/'),
'create' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\CreatePackingSlip::route('/create'),
'edit' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\EditPackingSlip::route('/{record}/edit'),
'index' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\ListPackingSlips::route('/'),
// 'create' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\CreatePackingSlip::route('/create'),
// 'edit' => \App\Filament\Admin\Resources\PackingSlipResource\Pages\EditPackingSlip::route('/{record}/edit'),
];
}
}

109
app/Filament/Admin/Resources/PaymentResource.php Normal file
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@ -0,0 +1,109 @@
<?php
namespace App\Filament\Admin\Resources;
use App\Filament\Admin\Resources\CustomerResource\RelationManagers\PaymentsRelationManager;
use App\Filament\Admin\Resources\PaymentResource\Pages;
use App\Models\Payment;
use Filament\Forms\Components\Section;
use Filament\Forms\Components\Select;
use Filament\Forms\Components\Textarea;
use Filament\Forms\Components\TextInput;
use Filament\Forms\Form;
use Filament\Resources\Resource;
use Filament\Tables;
use Filament\Tables\Actions\ViewAction;
use Filament\Tables\Columns\TextColumn;
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')
->required()
->searchable()
->preload(),
TextInput::make('amount')
->required()
->minValue(0)
->maxValue(99999999)
->numeric(),
Textarea::make('notes'),
]),
]);
}
public static function table(Table $table): Table
{
return $table
->columns([
TextColumn::make('created_at')
->label('Date')
->date('Y-m-d')
->searchable(),
TextColumn::make('customer.company_name')
->hidden(fn ($livewire) => $livewire::class === PaymentsRelationManager::class)
->searchable(),
TextColumn::make('notes')
->limit(100)
->extraHeaderAttributes(['class' => 'w-full']),
TextColumn::make('amount')
->searchable()
->numeric()
->money(),
TextColumn::make('unapplied_amount')
->label('Balance')
->money(),
])
->filters([
//
])
->actions([
ViewAction::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('/'),
// 'view' => Pages\ViewPayment::route('/{record}'),
// 'create' => Pages\CreatePayment::route('/create'),
// 'edit' => Pages\EditPayment::route('/{record}/edit'),
];
}
}

11
app/Filament/Admin/Resources/PaymentResource/Pages/CreatePayment.php Normal file
View File

@ -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;
}

19
app/Filament/Admin/Resources/PaymentResource/Pages/EditPayment.php Normal file
View File

@ -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(),
];
}
}

34
app/Filament/Admin/Resources/PaymentResource/Pages/ListPayments.php Normal file
View File

@ -0,0 +1,34 @@
<?php
namespace App\Filament\Admin\Resources\PaymentResource\Pages;
use App\Enums\IconEnum;
use App\Filament\Admin\Resources\PaymentResource;
use App\Services\PaymentService;
use Filament\Actions;
use Filament\Notifications\Notification;
use Filament\Resources\Pages\ListRecords;
class ListPayments extends ListRecords
{
protected static string $resource = PaymentResource::class;
protected function getHeaderActions(): array
{
return [
Actions\Action::make('distributePayments')
->icon(IconEnum::DISTRIBUTE_PAYMENTS->value)
->action(function (PaymentService $paymentService) {
$paymentService->distributePayments();
Notification::make()
->title('Success!')
->body('Payments have been distributed')
->success()
->send();
}),
Actions\CreateAction::make(),
];
}
}

11
app/Filament/Admin/Resources/PaymentResource/Pages/ViewPayment.php Normal file
View File

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

2
app/Filament/Admin/Resources/ServiceTypeResource.php
View File

@ -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 [

65
app/Filament/Admin/Resources/UserResource.php
View File

@ -4,10 +4,11 @@
use App\Enums\IconEnum;
use App\Models\User;
use Filament\Forms\Components\Checkbox;
use Filament\Forms\Components\Grid;
use Filament\Forms\Components\Section;
use Filament\Forms\Components\Select;
use Filament\Forms\Components\TextInput;
use Filament\Forms\Components\Toggle;
use Filament\Forms\Form;
use Filament\Resources\Resource;
use Filament\Tables;
@ -28,32 +29,49 @@ public static function form(Form $form): Form
{
return $form
->schema([
Section::make()
Section::make('Login details')
->description(fn (string $operation) => $operation == 'edit' ? 'To leave the password unchanged, leave both fields empty,' : false)
->schema([
TextInput::make('username')
->autocomplete(false)
->autocomplete('new-username')
->unique()
->required(),
->required()
->columnSpan(1),
TextInput::make('password')
->password()
->autocomplete(false)
->dehydrated(fn ($state) => ! empty($state))
->required(fn (string $operation): bool => $operation === 'create'),
Grid::make(2)
->schema([
TextInput::make('password')
->password()
->autocomplete('new-password')
->revealable()
->dehydrated(fn ($state) => ! empty($state))
->required(fn (string $operation): bool => $operation === 'create'),
TextInput::make('password_verify')
->label('Verify password')
->password()
->same('password')
->dehydrated(false)
->autocomplete(false)
->required(fn (string $operation) => $operation === 'create'),
TextInput::make('password_verify')
->label('Verify password')
->password()
->revealable()
->same('password')
->dehydrated(false)
->required(fn (string $operation) => $operation === 'create'),
])
->columnSpan(2),
]),
Checkbox::make('is_admin')
->label('Admin')
Section::make('Permissions')
->description('Administrators can access financial information and change settings.')
->schema([
Toggle::make('is_admin')
->label('User is an administrator')
->reactive()
->afterStateUpdated(fn ($state, callable $set) => $set('customer_id', null))
->disabled(fn (?User $record, $operation) => $operation !== 'create' && auth()->user()->id === $record->id),
])
->columns(2),
Section::make('Customer Login')
->description('If this account is for a customer, select them here.')
->schema([
Select::make('customer_id')
->relationship('customer', 'company_name')
@ -73,7 +91,8 @@ public static function table(Table $table): Table
TextColumn::make('username')
->extraHeaderAttributes(['class' => 'w-full']),
TextColumn::make('customer.company_name')
->sortable(),
->sortable()
->placeholder('Internal'),
Tables\Columns\IconColumn::make('is_admin')
->label('Admin')
->boolean()
@ -83,7 +102,7 @@ public static function table(Table $table): Table
//
])
->actions([
Tables\Actions\EditAction::make(),
Tables\Actions\EditAction::make()->modal(),
])
->defaultSort('customer_id', 'asc');
}
@ -103,9 +122,9 @@ public static function getRelations(): array
public static function getPages(): array
{
return [
'index' => \App\Filament\Admin\Resources\UserResource\Pages\ListUsers::route('/'),
'create' => \App\Filament\Admin\Resources\UserResource\Pages\CreateUser::route('/create'),
'edit' => \App\Filament\Admin\Resources\UserResource\Pages\EditUser::route('/{record}/edit'),
'index' => \App\Filament\Admin\Resources\UserResource\Pages\ListUsers::route('/'),
];
}
private static function Grid() {}
}

4
app/Filament/Admin/Resources/UserResource/Pages/EditUser.php
View File

@ -3,6 +3,7 @@
namespace App\Filament\Admin\Resources\UserResource\Pages;
use App\Filament\Admin\Resources\UserResource;
use App\Models\User;
use Filament\Actions;
use Filament\Resources\Pages\EditRecord;
@ -13,7 +14,8 @@ class EditUser extends EditRecord
protected function getHeaderActions(): array
{
return [
Actions\DeleteAction::make(),
Actions\DeleteAction::make()
->disabled(fn (User $record) => $record->id == auth()->user()->id),
];
}
}

3
app/Filament/Admin/Resources/UserResource/Pages/ListUsers.php
View File

@ -13,7 +13,8 @@ class ListUsers extends ListRecords
protected function getHeaderActions(): array
{
return [
Actions\CreateAction::make(),
Actions\CreateAction::make()
->modal(),
];
}
}

2
app/Http/Controllers/PackingSlipController.php
View File

@ -25,7 +25,7 @@ public function store(PackingSlipRequest $request): RedirectResponse
]);
}
return redirect()->back(); //todo: change to packing slips page
return redirect()->back(); // todo: change to packing slips page
}
public function show($id): void {}

13
app/Models/Customer.php
View File

@ -31,6 +31,14 @@ class Customer extends Model
'total',
];
public function calculateBalance(): float
{
$invoiceTotal = $this->invoices->sum('total');
$paymentTotal = $this->payments->sum('amount');
return $paymentTotal - $invoiceTotal;
}
public function getSubtotalAttribute($created_at = null, $created_until = null): float
{
return $this->invoices()
@ -106,4 +114,9 @@ public function user(): HasOne
{
return $this->hasOne(User::class);
}
public function payments(): HasMany
{
return $this->hasMany(Payment::class);
}
}

14
app/Models/Invoice.php
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@ -54,6 +54,13 @@ class Invoice extends Model
'total' => 'float',
];
public function remainingBalance(): float
{
$applied = $this->payments()->sum('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();
}
}

69
app/Models/Payment.php Normal file
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@ -0,0 +1,69 @@
<?php
namespace App\Models;
use App\Enums\InvoiceStatus;
use App\Observers\PaymentObserver;
use Illuminate\Database\Eloquent\Attributes\ObservedBy;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\BelongsTo;
use Illuminate\Database\Eloquent\Relations\BelongsToMany;
use Illuminate\Database\Eloquent\SoftDeletes;
#[ObservedBy(PaymentObserver::class)]
class Payment extends Model
{
use SoftDeletes;
protected $fillable = [
'customer_id',
'amount',
'unapplied_amount',
'notes',
];
public function applyToInvoices(): void
{
$remaining = $this->unapplied_amount ?? $this->amount;
$invoices = Invoice::where('customer_id', $this->customer_id)
->where('status', InvoiceStatus::UNPAID)
->orderBy('date')
->get();
foreach ($invoices as $invoice) {
$balance = $invoice->remainingBalance();
if ($remaining <= 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->saveQuietly();
}
public function customer(): BelongsTo
{
return $this->belongsTo(Customer::class);
}
public function invoices(): BelongsToMany
{
return $this->belongsToMany(Invoice::class)
->withPivot('applied_amount')
->withTimestamps();
}
}

4
app/Observers/InvoiceObserver.php
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@ -22,12 +22,16 @@ public function creating(Invoice $invoice): void
*/
public function created(Invoice $invoice): void
{
$invoice->internal_id = 'INV4'.str_pad($invoice->id, 5, '0', STR_PAD_LEFT);
$invoice->saveQuietly();
$invoice->calculateTotals();
}
public function saved(Invoice $invoice) {}
/**
* Handle the Invoice "updated" event.
*/

56
app/Observers/PaymentObserver.php Normal file
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@ -0,0 +1,56 @@
<?php
namespace App\Observers;
use App\Models\Payment;
class PaymentObserver
{
/**
* Handle the Payment "saved" event.
*/
public function saved(Payment $payment): void
{
$payment->applyToInvoices();
}
/**
* Handle the Payment "created" event.
*/
public function created(Payment $payment): void
{
//
}
/**
* Handle the Payment "updated" event.
*/
public function updated(Payment $payment): void
{
//
}
/**
* Handle the Payment "deleted" event.
*/
public function deleted(Payment $payment): void
{
//
}
/**
* Handle the Payment "restored" event.
*/
public function restored(Payment $payment): void
{
//
}
/**
* Handle the Payment "force deleted" event.
*/
public function forceDeleted(Payment $payment): void
{
//
}
}

16
app/Policies/InvoicePolicy.php Normal file
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@ -0,0 +1,16 @@
<?php
namespace App\Policies;
use App\Models\User;
class InvoicePolicy
{
/**
* Determine whether the user can view any models.
*/
public function viewAny(User $user): bool
{
return auth()->user()->is_admin;
}
}

10
app/Providers/Filament/AdminPanelProvider.php
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@ -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'),
]);
}
}

18
app/Services/PaymentService.php Normal file
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@ -0,0 +1,18 @@
<?php
namespace App\Services;
use App\Models\Payment;
class PaymentService
{
public function distributePayments()
{
$payments = Payment::where('unapplied_amount', '>', 0)->get();
foreach ($payments as $payment) {
$payment->applyToInvoices(); // Apply remaining amounts to the new invoice
}
}
}

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2
database/factories/InvoiceFactory.php
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@ -26,7 +26,7 @@ public function definition(): array
'has_pst' => $this->faker->boolean(40),
'has_hst' => false,
'date' => Carbon::now()->subDays(rand(1, 60)),
'status' => $this->faker->randomElement(InvoiceStatus::cases())->value,
'status' => InvoiceStatus::UNPAID->value,
'customer_id' => $customer->id,
'updated_at' => Carbon::now(),
];

12
database/migrations/000_create_customers_table.php
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@ -12,12 +12,12 @@ public function up()
$table->id();
$table->string('company_name');
$table->string('internal_name');
$table->string('shipping_address_line_1');
$table->string('shipping_address_line_2');
$table->string('billing_address_line_1');
$table->string('billing_address_line_2');
$table->string('phone');
$table->string('internal_name')->nullable();
$table->string('shipping_address_line_1')->nullable();
$table->string('shipping_address_line_2')->nullable();
$table->string('billing_address_line_1')->nullable();
$table->string('billing_address_line_2')->nullable();
$table->string('phone')->nullable();
$table->softDeletes();
$table->timestamps();

2
database/migrations/009_create_packing_slips_table.php
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@ -11,7 +11,7 @@ public function up(): void
Schema::create('packing_slips', function (Blueprint $table) {
$table->id();
$table->foreignId('order_id')->nullable()->constrained(); //todo: replace this once orders are actually in da system
$table->foreignId('order_id')->nullable()->constrained(); // todo: replace this once orders are actually in da system
$table->foreignId('customer_id')->nullable()->constrained();
$table->date('date_received');
$table->string('amount')->nullable();

34
database/migrations/018_create_payments_table.php Normal file
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@ -0,0 +1,34 @@
<?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->text('notes')->nullable();
$table->softDeletes();
$table->timestamps();
});
}
/**
* Reverse the migrations.
*/
public function down(): void
{
Schema::dropIfExists('payments');
}
};

31
database/migrations/019_create_invoice_payment_table.php Normal file
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@ -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()->cascadeOnDelete();
$table->foreignId('payment_id')->constrained()->cascadeOnDelete();
$table->decimal('applied_amount', 8, 2);
$table->timestamps();
});
}
/**
* Reverse the migrations.
*/
public function down(): void
{
Schema::dropIfExists('invoice_payment');
}
};

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public/css/filament/filament/app.css
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public/css/filament/forms/forms.css
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public/js/filament/filament/echo.js
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2
public/js/filament/forms/components/color-picker.js
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18
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2
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14
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2
public/js/filament/widgets/components/chart.js
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22
routes/web.php
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@ -12,22 +12,22 @@
use App\Http\Controllers\ShippingEntryController;
use Illuminate\Support\Facades\Route;
//Route::get('/', function () {
// Route::get('/', function () {
// return redirect()->route('dashboard');
//});
// });
//
//Auth::routes();
// Auth::routes();
Route::get('/pdf/invoicereport/{id}', [PdfController::class, 'invoiceReport'])->name('pdf.invoice-report');
Route::get('orders/{order}/pdf', [OrderController::class, 'pdf'])->name('orders.pdf');
Route::get('invoices/{invoice}/pdf', [InvoiceController::class, 'pdf'])->name('invoice.pdf');
Route::get('customers/{customer}/pdf', [CustomerController::class, 'pdf'])->name('customer.pdf');
//Route::get('/dashboard', [DashboardController::class, 'index'])->name('dashboard');
//Route::get('/management/{tab?}', [ManagementController::class, 'index'])->name('management.index');
//Route::resource('order-products', OrderProductController::class);
//Route::resource('contacts', ContactController::class);
//Route::post('/contacts/request-destroy', [ContactController::class, 'requestDestroy'])->name('contacts.requestDestroy');
//Route::resource('packing-slips', PackingSlipController::class);
//Route::resource('shipping-entries', ShippingEntryController::class);
//Route::resource('orders', OrderController::class);
// Route::get('/dashboard', [DashboardController::class, 'index'])->name('dashboard');
// Route::get('/management/{tab?}', [ManagementController::class, 'index'])->name('management.index');
// Route::resource('order-products', OrderProductController::class);
// Route::resource('contacts', ContactController::class);
// Route::post('/contacts/request-destroy', [ContactController::class, 'requestDestroy'])->name('contacts.requestDestroy');
// Route::resource('packing-slips', PackingSlipController::class);
// Route::resource('shipping-entries', ShippingEntryController::class);
// Route::resource('orders', OrderController::class);

4
tests/Pest.php
View File

@ -35,9 +35,9 @@
|
*/
//expect()->extend('toBeOne', function () {
// expect()->extend('toBeOne', function () {
// return $this->toBe(1);
//});
// });
/*
|--------------------------------------------------------------------------

26
tests/Unit/PaymentTest.php Normal file
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@ -0,0 +1,26 @@
<?php
use App\Filament\Admin\Resources\PaymentResource\Pages\CreatePayment;
use App\Models\Customer;
use App\Models\User;
it('can create a payment', function () {
$user = User::factory(['is_admin' => true])->create();
$this->actingAs($user);
$customer = Customer::factory()->create();
$formData = [
'customer_id' => $customer->id,
'amount' => 500,
];
$this->livewire(CreatePayment::class)
->fillForm($formData)
->call('create')
->assertHasNoErrors();
$this->assertDatabaseHas('payments', [
'customer_id' => $formData['customer_id'],
'amount' => $formData['amount'],
]);
});

2
todos
View File

@ -14,7 +14,7 @@ Customer report
- Save to PDF
Others
-------
- Change price calculations to round to two
- customer name to invoice title / filename