Merge pull request #350 from liberu-accounting/sweep/Add-Tax-Rate-Man…

…agement-and-Invoice-Tax-Calculation-Features

Add Tax Rate Management and Invoice Tax Calculation Features

app/Filament/App/Resources/InvoiceResource.php

@@ -33,7 +33,30 @@ public static function form(Form $form): Form
                     ->label('Customer'),
                 DatePicker::make('invoice_date'),
                 TextInput::make('total_amount')
-                    ->numeric(),
+                    ->numeric()
+                    ->reactive()
+                    ->afterStateUpdated(function ($state, callable $set, $get) {
+                        if ($get('tax_rate_id')) {
+                            $taxRate = TaxRate::find($get('tax_rate_id'));
+                            $taxAmount = $state * ($taxRate->rate / 100);
+                            $set('tax_amount', $taxAmount);
+                        }
+                    }),
+                BelongsToSelect::make('tax_rate_id')
+                    ->relationship('taxRate', 'name')
+                    ->label('Tax Rate')
+                    ->reactive()
+                    ->afterStateUpdated(function ($state, callable $set, $get) {
+                        if ($state && $get('total_amount')) {
+                            $taxRate = TaxRate::find($state);
+                            $taxAmount = $get('total_amount') * ($taxRate->rate / 100);
+                            $set('tax_amount', $taxAmount);
+                        }
+                    }),
+                TextInput::make('tax_amount')
+                    ->numeric()
+                    ->disabled()
+                    ->label('Tax Amount'),
                 Select::make('payment_status')
                     ->options([
                         'pending' => 'Pending',

app/Filament/App/Resources/TaxRateResource.php

@@ -0,0 +1,82 @@
+
+
+<?php
+
+namespace App\Filament\App\Resources;
+
+use App\Models\TaxRate;
+use Filament\Forms;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Forms\Form;
+use Filament\Tables\Table;
+
+class TaxRateResource extends Resource
+{
+    protected static ?string $model = TaxRate::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-calculator';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('name')
+                    ->required()
+                    ->maxLength(255),
+                Forms\Components\TextInput::make('rate')
+                    ->required()
+                    ->numeric()
+                    ->step(0.01)
+                    ->suffix('%'),
+                Forms\Components\Textarea::make('description')
+                    ->maxLength(65535),
+                Forms\Components\Toggle::make('is_compound')
+                    ->label('Compound Tax')
+                    ->helperText('Apply this tax after other taxes'),
+                Forms\Components\Toggle::make('is_active')
+                    ->label('Active')
+                    ->default(true),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('rate')
+                    ->suffix('%')
+                    ->sortable(),
+                Tables\Columns\IconColumn::make('is_active')
+                    ->boolean(),
+                Tables\Columns\TextColumn::make('created_at')
+                    ->dateTime()
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+            ])
+            ->filters([
+                Tables\Filters\TernaryFilter::make('is_active')
+                    ->label('Active'),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListTaxRates::route('/'),
+            'create' => Pages\CreateTaxRate::route('/create'),
+            'edit' => Pages\EditTaxRate::route('/{record}/edit'),
+        ];
+    }
+}

app/Models/Invoice.php

@@ -15,11 +15,39 @@ class Invoice extends Model
         "customer_id",
         "invoice_date",
         "total_amount",
+        "tax_amount",
+        "tax_rate_id",
         "payment_status"
     ];
 
+    protected $casts = [
+        'total_amount' => 'decimal:2',
+        'tax_amount' => 'decimal:2',
+    ];
+
     public function customer()
     {
         return $this->belongsTo(Customer::class);
     }
+
+    public function taxRate()
+    {
+        return $this->belongsTo(TaxRate::class);
+    }
+
+    public function calculateTax()
+    {
+        if (!$this->taxRate) {
+            return 0;
+        }
+
+        $taxAmount = $this->total_amount * ($this->taxRate->rate / 100);
+        $this->tax_amount = $taxAmount;
+        return $taxAmount;
+    }
+
+    public function getTotalWithTax()
+    {
+        return $this->total_amount + $this->tax_amount;
+    }
 }

app/Models/TaxRate.php

@@ -0,0 +1,44 @@
+
+
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+
+class TaxRate extends Model
+{
+    use HasFactory;
+
+    protected $primaryKey = 'tax_rate_id';
+
+    protected $fillable = [
+        'name',
+        'rate',
+        'description',
+        'is_compound',
+        'is_active'
+    ];
+
+    protected $casts = [
+        'rate' => 'float',
+        'is_compound' => 'boolean',
+        'is_active' => 'boolean'
+    ];
+
+    public function invoices()
+    {
+        return $this->hasMany(Invoice::class);
+    }
+
+    public function customers()
+    {
+        return $this->belongsToMany(Customer::class);
+    }
+
+    public function suppliers()
+    {
+        return $this->belongsToMany(Supplier::class);
+    }
+}

database/migrations/2024_01_10_000000_create_tax_rates_table.php

@@ -0,0 +1,42 @@
+
+
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('tax_rates', function (Blueprint $table) {
+            $table->id('tax_rate_id');
+            $table->string('name');
+            $table->decimal('rate', 5, 2);
+            $table->text('description')->nullable();
+            $table->boolean('is_compound')->default(false);
+            $table->boolean('is_active')->default(true);
+            $table->timestamps();
+        });
+
+        Schema::create('customer_tax_rate', function (Blueprint $table) {
+            $table->foreignId('customer_id')->constrained('customers', 'customer_id');
+            $table->foreignId('tax_rate_id')->constrained('tax_rates', 'tax_rate_id');
+            $table->primary(['customer_id', 'tax_rate_id']);
+        });
+
+        Schema::create('supplier_tax_rate', function (Blueprint $table) {
+            $table->foreignId('supplier_id')->constrained('suppliers', 'supplier_id');
+            $table->foreignId('tax_rate_id')->constrained('tax_rates', 'tax_rate_id');
+            $table->primary(['supplier_id', 'tax_rate_id']);
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('supplier_tax_rate');
+        Schema::dropIfExists('customer_tax_rate');
+        Schema::dropIfExists('tax_rates');
+    }
+};