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#102 Create 'Ready for invoicing'-status, and associated ways to create invoices from bulk orders

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This commit is contained in:
Nisse Lommerde 2025-02-14 22:23:51 -05:00
parent 779d46d708
commit dddbbb8f9b
13 changed files with 190 additions and 94 deletions
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1
app/Enums/IconEnum.php
View File

@ -51,6 +51,7 @@ enum IconEnum: string
case APPROVED = 'lucide-check-check';
case PRODUCTION = 'lucide-refresh-cw';
case SHIPPED = 'lucide-send';
case INVOICING = 'lucide-calendar';
case INVOICED = 'lucide-credit-card';
// Shipping Types (THEY_SHIP => SHIPPING_ENTRY)

3
app/Enums/OrderStatus.php
View File

@ -12,6 +12,7 @@ enum OrderStatus: string implements HasColor, HasIcon, HasLabel
case APPROVED = 'Approved';
case PRODUCTION = 'Production';
case SHIPPED = 'Shipped';
case READY_FOR_INVOICE = 'Ready for Invoice';
case INVOICED = 'Invoiced';
public function getLabel(): ?string
@ -26,6 +27,7 @@ public function getColor(): string|array|null
self::APPROVED => 'success',
self::PRODUCTION => 'primary',
self::SHIPPED => 'warning',
self::READY_FOR_INVOICE => 'invoicing',
self::INVOICED => 'invoiced',
};
}
@ -37,6 +39,7 @@ public function getIcon(): ?string
self::APPROVED => IconEnum::APPROVED->value,
self::PRODUCTION => IconEnum::PRODUCTION->value,
self::SHIPPED => IconEnum::SHIPPED->value,
self::READY_FOR_INVOICE => IconEnum::INVOICING->value,
self::INVOICED => IconEnum::INVOICED->value,
};
}

4
app/Filament/Admin/Resources/InvoiceResource/Pages/ListInvoices.php
View File

@ -23,6 +23,10 @@ public function getTabs(): array
->query(fn ($query) => $query->where('status', InvoiceStatus::UNPAID))
->icon(InvoiceStatus::UNPAID->getIcon()),
'partially_paid' => Tab::make('Partially Paid')
->query(fn ($query) => $query->where('status', InvoiceStatus::PARTIALLY_PAID))
->icon(InvoiceStatus::PARTIALLY_PAID->getIcon()),
'paid' => Tab::make('Paid')
->query(fn ($query) => $query->where('status', InvoiceStatus::PAID))
->icon(InvoiceStatus::PAID->getIcon()),

98
app/Filament/Admin/Resources/OrderResource.php
View File

@ -3,10 +3,12 @@
namespace App\Filament\Admin\Resources;
use App\Enums\IconEnum;
use App\Enums\InvoiceStatus;
use App\Enums\OrderAttributes;
use App\Enums\OrderStatus;
use App\Enums\OrderType;
use App\Models\Customer;
use App\Models\Invoice;
use App\Models\Order;
use App\Models\OrderProduct;
use App\Models\ProductService;
@ -28,6 +30,8 @@
use Filament\Resources\Resource;
use Filament\Support\Enums\MaxWidth;
use Filament\Tables;
use Filament\Tables\Actions\BulkAction;
use Filament\Tables\Actions\BulkActionGroup;
use Filament\Tables\Columns\IconColumn\IconColumnSize;
use Filament\Tables\Columns\TextColumn;
use Filament\Tables\Table;
@ -202,13 +206,13 @@ public static function form(Form $form): Form
->createOptionUsing(function (array $data): int {
return ServiceType::create($data)->getKey();
}),
TextInput::make('placement')
->datalist(ProductService::all()->unique('placement')->pluck('placement')->toArray())
->columnSpan(3),
TextInput::make('serviceFileName')
->datalist(ServiceFile::all()->unique('name')->pluck('name')->toArray())
->columnSpan(3)
->label('Logo Name'),
TextInput::make('placement')
->datalist(ProductService::all()->unique('placement')->pluck('placement')->toArray())
->columnSpan(3),
TextInput::make('serviceFileSetupNumber')
->label('Setup')
->columnSpan(1)
@ -343,7 +347,6 @@ public static function table(Table $table): Table
Tables\Actions\EditAction::make(),
])
->bulkActions([
Tables\Actions\BulkAction::make('updateStatus')
->form([
Select::make('status')
@ -366,9 +369,92 @@ public static function table(Table $table): Table
->color('info')
->deselectRecordsAfterCompletion(),
Tables\Actions\BulkActionGroup::make([
BulkActionGroup::make([
BulkAction::make('Create individual invoices')
->icon(IconEnum::INVOICE->value)
->action(function (Collection $records): void {
[$invoiced, $toInvoice] = $records->partition(fn ($record) => $record->invoice);
$toInvoice->each(function ($record) {
$invoice = Invoice::create([
'customer_id' => $record->customer->id,
'date' => today(),
'status' => InvoiceStatus::UNPAID->value,
]);
$invoice->orders()->save($record);
$invoice->calculateTotals();
$record->update(['status' => OrderStatus::INVOICED->value]);
});
if ($invoiced->isNotEmpty()) {
Notification::make()
->title("{$invoiced->count()} orders are already invoiced")
->warning()
->send();
}
if ($toInvoice->isNotEmpty()) {
Notification::make()
->title("Successfully created {$toInvoice->count()} invoice(s)")
->success()
->send();
}
}),
BulkAction::make('Add all to new invoice')
->icon(IconEnum::REPEAT->value)
->action(function (Collection $records): void {
if ($records->pluck('customer_id')->unique()->count() !== 1) {
Notification::make()
->title('Invalid order combination')
->body('Make sure all orders are from the same customer')
->danger()
->send();
return;
}
[$invoiced, $validOrders] = $records->partition(fn ($record) => $record->invoice);
if ($validOrders->isNotEmpty()) {
$invoice = Invoice::create([
'customer_id' => $records->first()->customer_id,
'date' => today(),
'status' => InvoiceStatus::UNPAID->value,
]);
$invoice->orders()->saveMany($validOrders);
$invoice->calculateTotals(); // FIXME: Investigate why this is needed.
Order::whereIn('id', $validOrders->pluck('id'))->update([
'status' => OrderStatus::INVOICED->value,
]);
}
if ($invoiced->isNotEmpty()) {
Notification::make()
->title('Some orders are already invoiced')
->body("{$invoiced->count()} orders are already invoiced and will not be added")
->warning()
->send();
}
if ($validOrders->isNotEmpty()) {
Notification::make()
->title('Invoice created')
->body("{$validOrders->count()} orders have been added to this invoice")
->success()
->send();
}
}),
])
->label('Invoicing')
->hidden(fn () => ! auth()->user()->is_admin),
BulkActionGroup::make([
Tables\Actions\DeleteBulkAction::make(),
]),
])->label('Other actions'),
]);
}

81
app/Filament/Admin/Resources/OrderResource/Pages/ListOrders.php
View File

@ -15,6 +15,25 @@ class ListOrders extends ListRecords
{
protected static string $resource = OrderResource::class;
private function excludeStatuses($query): mixed
{
return $query
->whereNot('status', OrderStatus::READY_FOR_INVOICE)
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', OrderStatus::SHIPPED);
}
private function getBadgeCount(callable $queryCallback): ?int
{
$count = Order::query()->when(true, $queryCallback)
->whereNot('status', OrderStatus::READY_FOR_INVOICE)
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', OrderStatus::SHIPPED)
->count();
return $count > 0 ? $count : null;
}
protected function getHeaderActions(): array
{
return [
@ -26,67 +45,37 @@ protected function getHeaderActions(): array
public function getTabs(): array
{
return [
'all' => Tab::make('All')
->icon(IconEnum::TAB_ALL->value),
'active' => Tab::make()
->query(function ($query) {
return $query
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', ORderStatus::SHIPPED);
})
->query(fn ($query) => $this->excludeStatuses($query))
->icon(OrderStatus::PRODUCTION->getIcon())
->badge(function () {
return Order::whereNot('status', OrderStatus::SHIPPED)
->whereNot('status', OrderStatus::INVOICED)
->count();
}),
->badge(fn () => $this->getBadgeCount(fn ($query) => $this->excludeStatuses($query))),
'unprinted' => Tab::make()
->query(function ($query) {
return $query->where('printed', false);
})
->query(fn ($query) => $this->excludeStatuses($query)->where('printed', false))
->icon(IconEnum::PRINT->value)
->badge(function () {
$count = Order::where('printed', false)->count();
return $count > 0 ? $count : null;
})
->badge(fn () => $this->getBadgeCount(fn ($query) => $query->where('printed', false)))
->badgeColor('success'),
'overdue' => Tab::make()
->query(function ($query) {
return $query->whereDate('due_date', '<=', today())
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', ORderStatus::SHIPPED);
})
->query(fn ($query) => $this->excludeStatuses($query)->whereDate('due_date', '<=', today()))
->icon(IconEnum::TAB_OVERDUE->value)
->badge(function () {
$count = Order::whereDate('due_date', '<=', today())
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', ORderStatus::SHIPPED)
->count();
return $count > 0 ? $count : null;
})
->badge(fn () => $this->getBadgeCount(fn ($query) => $query->whereDate('due_date', '<=', today())))
->badgeColor('danger'),
'rush' => Tab::make()
->query(function ($query) {
return $query->where('rush', true)
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', OrderStatus::SHIPPED);
})
->query(fn ($query) => $this->excludeStatuses($query)->where('rush', true))
->icon(OrderAttributes::rush->getIcon())
->badge(function () {
$count = Order::where('rush', true)
->whereNot('status', OrderStatus::INVOICED)
->whereNot('status', OrderStatus::SHIPPED)
->count();
return $count > 0 ? $count : null;
})
->badge(fn () => $this->getBadgeCount(fn ($query) => $query->where('rush', true)))
->badgeColor('warning'),
'all' => Tab::make('All')
->icon(IconEnum::TAB_ALL->value),
'ready_for_invoice' => Tab::make()
->query(fn ($query) => $query->where('status', OrderStatus::READY_FOR_INVOICE))
->icon(OrderStatus::READY_FOR_INVOICE->getIcon())
->badge(fn () => $this->getBadgeCount(fn ($query) => $query->where('status', OrderStatus::READY_FOR_INVOICE)))
->badgeColor(OrderStatus::READY_FOR_INVOICE->getColor()),
];
}
}

2
app/Filament/Admin/Widgets/ActiveOrdersTable.php
View File

@ -12,6 +12,8 @@ class ActiveOrdersTable extends BaseWidget
{
protected static ?int $sort = 2;
protected string|int|array $columnSpan = 2;
public function table(Table $table): Table
{
return $table

2
app/Filament/Admin/Widgets/RushOrdersTable.php
View File

@ -10,6 +10,8 @@
class RushOrdersTable extends BaseWidget
{
protected string|int|array $columnSpan = 2;
public function table(Table $table): Table
{
return $table

8
app/Observers/OrderObserver.php
View File

@ -12,7 +12,7 @@ class OrderObserver
*/
public function created(Order $order): void
{
if ($order->invoice()->exists()) {
if ($order->invoice != null) {
$order->invoice->calculateTotals();
}
}
@ -22,7 +22,7 @@ public function created(Order $order): void
*/
public function updated(Order $order): void
{
if ($order->invoice()->exists()) {
if ($order->invoice != null) {
$order->invoice->calculateTotals();
}
}
@ -33,16 +33,18 @@ public function updated(Order $order): void
public function saved(Order $order): void
{
if ($order->isDirty(['invoice_id']) && Invoice::where('id', $order->invoice_id)->exists()) {
if ($order->invoice != null) {
$order->invoice->calculateTotals();
}
}
}
/**
* Handle the Order "deleted" event.
*/
public function deleted(Order $order): void
{
if ($order->invoice()->exists()) {
if ($order->invoice != null) {
$order->invoice->calculateTotals();
}
}

1
app/Providers/Filament/AdminPanelProvider.php
View File

@ -31,6 +31,7 @@ public function panel(Panel $panel): Panel
->colors([
'primary' => Color::Blue,
'code' => Color::hex('#d63384'),
'invoicing' => Color::hex('#DD00DD'),
'invoiced' => Color::hex('#900090'),
])
->discoverResources(in: app_path('Filament/Admin/Resources/'), for: 'App\\Filament\\Admin\\Resources')

3
database/factories/TaxRateFactory.php
View File

@ -17,7 +17,8 @@ class TaxRateFactory extends Factory
public function definition(): array
{
return [
//
'name' => strtoupper($this->faker->randomLetter()).'ST',
'value' => random_int(1, 15),
];
}
}

16
tests/Unit/InvoiceTest.php
View File

@ -29,9 +29,13 @@
$user = User::factory(['is_admin' => true])->create();
$this->actingAs($user);
TaxRate::factory(['name' => 'GST'])->create();
TaxRate::factory(['name' => 'PST'])->create();
TaxRate::factory(['name' => 'HST'])->create();
$customer = Customer::factory()->create(); // Generates a customer
$pst_rate = TaxRate::where('name', 'PST')->value('value') ?? 0;
$gst_rate = TaxRate::where('name', 'GST')->value('value') ?? 0;
$pst_rate = TaxRate::where('name', 'PST')->value('value') ?? 0;
$hst_rate = TaxRate::where('name', 'HST')->value('value') ?? 0;
$formData = [
@ -39,9 +43,9 @@
'date' => now()->toDateString(),
'due_date' => now()->addDays(7)->toDateString(),
'status' => InvoiceStatus::UNPAID->value,
'has_gst' => true,
'has_pst' => true,
'has_hst' => false,
'has_gst' => 1,
'has_pst' => 1,
'has_hst' => 0,
];
$this->livewire(CreateInvoice::class)
@ -50,7 +54,7 @@
->assertHasNoErrors();
$this->assertDatabaseHas('invoices', [
'internal_id' => 'INV40001',
'internal_id' => 'TN40001',
'customer_id' => $formData['customer_id'],
'status' => $formData['status'],
'has_gst' => $formData['has_gst'],
@ -61,7 +65,7 @@
'hst_rate' => $hst_rate,
]);
$invoice = Invoice::where('internal_id', 'INV40001')->firstOrFail();
$invoice = Invoice::where('internal_id', 'TN40001')->firstOrFail();
$this->assertEquals($invoice->orders->isEmpty(), true);
});

1
tests/Unit/OrderTest.php
View File

@ -21,6 +21,7 @@
uses(DatabaseMigrations::class);
it('can render the list page', function () {
$this->actingAs(User::factory(['is_admin' => true])->create());
livewire(ListOrders::class)->assertSuccessful();
});

6
tests/Unit/QuoteTest.php
View File

@ -90,12 +90,12 @@
'color_amount' => 2,
'setup_amount' => 2,
'run_charge' => 10,
'color_match' => true,
'color_change' => true,
'color_match' => 5.10,
'color_change' => 5.15,
'flash' => 5.20,
'fleece' => 5.30,
'poly_ink' => 5.40,
'other_charges' => 5.50,
'artwork_fee' => 5.50,
],
],
];