Merge pull request #362 from liberu-accounting/sweep/Enhance-Invoice-…

…Management-with-PDF-Generation-and-Improved-Filament-Resource Enhance Invoice Management with PDF Generation and Improved Filament Resource
liberu-accounting · Dec 24, 2024 · 9276f7f · 9276f7f
2 parents ffa4f48 + bcc0259
commit 9276f7f
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Showing 4 changed files with 174 additions and 122 deletions.
diff --git a/app/Filament/App/Resources/InvoiceResource.php b/app/Filament/App/Resources/InvoiceResource.php
@@ -12,122 +12,107 @@
 use Filament\Tables\Columns\TextColumn;
 use Filament\Forms\Components\TextInput;
 use Filament\Forms\Components\DatePicker;
+use Filament\Forms\Components\Textarea;
 use Illuminate\Database\Eloquent\Builder;
 use Filament\Forms\Components\BelongsToSelect;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Filament\Tables\Actions\Action;
 use App\Filament\App\Resources\InvoiceResource\Pages;
-use App\Filament\App\Resources\InvoiceResource\RelationManagers;
 
 class InvoiceResource extends Resource
 {
     protected static ?string $model = Invoice::class;
 
-    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+    protected static ?string $navigationIcon = 'heroicon-o-document-text';
 
     public static function form(Form $form): Form
     {
         return $form
             ->schema([
-                Grid::make(2)->schema([
-                    BelongsToSelect::make('customer_id')
-                        ->relationship('customer', 'customer_name')
-                        ->label('Customer')
-                        ->columnSpan(1),
-                    DatePicker::make('invoice_date')
-                        ->columnSpan(1),
-                    DatePicker::make('due_date')
-                        ->columnSpan(1),
-                    TextInput::make('total_amount')
-                        ->numeric()
-                        ->reactive()
-                        ->afterStateUpdated(function ($state, callable $set, $get) {
-                            if ($get('tax_rate_id')) {
-                                $taxRate = TaxRate::find($get('tax_rate_id'));
-                                $taxAmount = $state * ($taxRate->rate / 100);
-                                $set('tax_amount', $taxAmount);
-                            }
-                        })
-                        ->columnSpan(1),
-                    BelongsToSelect::make('tax_rate_id')
-                        ->relationship('taxRate', 'name')
-                        ->label('Tax Rate')
-                        ->reactive()
-                        ->afterStateUpdated(function ($state, callable $set, $get) {
-                            if ($state && $get('total_amount')) {
-                                $taxRate = TaxRate::find($state);
-                                $taxAmount = $get('total_amount') * ($taxRate->rate / 100);
-                                $set('tax_amount', $taxAmount);
-                            }
-                        })
-                        ->columnSpan(1),
-                    TextInput::make('tax_amount')
-                        ->numeric()
-                        ->disabled()
-                        ->label('Tax Amount')
-                        ->columnSpan(1),
-                    TextInput::make('late_fee_percentage')
-                        ->numeric()
-                        ->label('Late Fee (%)')
-                        ->default(0)
-                        ->columnSpan(1),
-                    TextInput::make('grace_period_days')
-                        ->numeric()
-                        ->label('Grace Period (Days)')
-                        ->default(0)
-                        ->columnSpan(1),
-                    TextInput::make('late_fee_amount')
-                        ->disabled()
-                        ->numeric()
-                        ->label('Late Fee Amount')
-                        ->columnSpan(1),
-                    Select::make('payment_status')
-                        ->options([
-                            'pending' => 'Pending',
-                            'paid' => 'Paid',
-                            'failed' => 'Failed',
-                        ])
-                        ->label('Payment Status')
-                        ->columnSpan(1),
-                ]),
+                BelongsToSelect::make('customer_id')
+                    ->relationship('customer', 'customer_name')
+                    ->required()
+                    ->searchable(),
+                TextInput::make('invoice_number')
+                    ->disabled()
+                    ->dehydrated(false)
+                    ->visible(fn ($record) => $record !== null),
+                DatePicker::make('invoice_date')
+                    ->required(),
+                DatePicker::make('due_date'),
+                TextInput::make('total_amount')
+                    ->numeric()
+                    ->required()
+                    ->reactive()
+                    ->afterStateUpdated(function ($state, callable $set, $get) {
+                        if ($get('tax_rate_id')) {
+                            $taxRate = \App\Models\TaxRate::find($get('tax_rate_id'));
+                            $taxAmount = $state * ($taxRate->rate / 100);
+                            $set('tax_amount', $taxAmount);
+                        }
+                    }),
+                BelongsToSelect::make('tax_rate_id')
+                    ->relationship('taxRate', 'name')
+                    ->reactive()
+                    ->afterStateUpdated(function ($state, callable $set, $get) {
+                        if ($state && $get('total_amount')) {
+                            $taxRate = \App\Models\TaxRate::find($state);
+                            $taxAmount = $get('total_amount') * ($taxRate->rate / 100);
+                            $set('tax_amount', $taxAmount);
+                        }
+                    }),
+                TextInput::make('tax_amount')
+                    ->numeric()
+                    ->disabled(),
+                Select::make('payment_status')
+                    ->options([
+                        'pending' => 'Pending',
+                        'paid' => 'Paid',
+                        'failed' => 'Failed',
+                    ])
+                    ->required(),
+                Textarea::make('notes')
+                    ->rows(3),
             ]);
     }
 
     public static function table(Table $table): Table
     {
         return $table
             ->columns([
-                TextColumn::make('customer_id')
-                    ->label('Customer')
+                TextColumn::make('invoice_number')
                     ->searchable()
                     ->sortable(),
-                TextColumn::make('invoice_date')
-                    ->label('Invoice Date')
+                TextColumn::make('customer.customer_name')
                     ->searchable()
                     ->sortable(),
+                TextColumn::make('invoice_date')
+                    ->date()
+                    ->sortable(),
                 TextColumn::make('total_amount')
-                    ->label('Total Amount')
-                    ->searchable()
+                    ->money('USD')
                     ->sortable(),
-                TextColumn::make('payment_status'),
-            ])
-            ->filters([
-                //
+                TextColumn::make('payment_status')
+                    ->badge()
+                    ->color(fn (string $state): string => match ($state) {
+                        'paid' => 'success',
+                        'failed' => 'danger',
+                        default => 'warning',
+                    }),
             ])
             ->actions([
                 Tables\Actions\EditAction::make(),
-            ])
-            ->bulkActions([
-                Tables\Actions\BulkActionGroup::make([
-                    Tables\Actions\DeleteBulkAction::make(),
-                ]),
+                Action::make('download')
+                    ->icon('heroicon-o-document-download')
+                    ->action(fn (Invoice $record) => response()->streamDownload(
+                        fn () => print($record->generatePDF()),
+                        "invoice_{$record->invoice_number}.pdf"
+                    )),
             ]);
     }
 
     public static function getRelations(): array
     {
-        return [
-            //
-        ];
+        return [];
     }
 
     public static function getPages(): array

diff --git a/app/Models/Invoice.php b/app/Models/Invoice.php
@@ -2,9 +2,9 @@
 
 namespace App\Models;
 
-use Carbon\Carbon;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Barryvdh\DomPDF\Facade\Pdf;
 
 class Invoice extends Model
 {
@@ -14,23 +14,20 @@ class Invoice extends Model
 
     protected $fillable = [
         "customer_id",
+        "invoice_number",
         "invoice_date",
         "due_date",
         "total_amount",
         "tax_amount",
         "tax_rate_id",
         "payment_status",
-        "late_fee_percentage",
-        "grace_period_days",
-        "late_fee_amount"
+        "notes"
     ];
 
     protected $casts = [
         'total_amount' => 'decimal:2',
         'tax_amount' => 'decimal:2',
-        'late_fee_amount' => 'decimal:2',
-        'late_fee_percentage' => 'decimal:2',
-        'invoice_date' => 'datetime',
+        'invoice_date' => 'date',
         'due_date' => 'date',
     ];
 
@@ -60,48 +57,37 @@ public function calculateTax()
         return $taxAmount;
     }
 
-    public function calculateLateFee()
-    {
-        if ($this->payment_status === 'paid' || !$this->due_date) {
-            return 0;
-        }
-
-        $dueDate = Carbon::parse($this->due_date)->addDays($this->grace_period_days);
-        $today = Carbon::now();
-
-        if ($today->lte($dueDate)) {
-            return 0;
-        }
-
-        $lateFee = $this->total_amount * ($this->late_fee_percentage / 100);
-        $this->late_fee_amount = $lateFee;
-        $this->save();
-
-        return $lateFee;
-    }
-
-    public function isOverdue()
+    public function getTotalWithTax()
     {
-        if (!$this->due_date || $this->payment_status === 'paid') {
-            return false;
-        }
-
-        return Carbon::now()->gt(Carbon::parse($this->due_date)->addDays($this->grace_period_days));
+        return $this->total_amount + $this->tax_amount;
     }
 
-    public function getTotalWithTax()
+    public function calculateTotalFromTimeEntries()
     {
-        return $this->total_amount + $this->tax_amount;
+        $this->total_amount = $this->timeEntries->sum('total_amount');
+        return $this->total_amount;
     }
 
-    public function getTotalWithTaxAndLateFees()
+    public function generatePDF()
     {
-        return $this->getTotalWithTax() + $this->late_fee_amount;
+        $data = [
+            'invoice' => $this,
+            'customer' => $this->customer,
+            'tax_rate' => $this->taxRate,
+        ];
+
+        $pdf = PDF::loadView('invoices.template', $data);
+        return $pdf->download('invoice_' . $this->invoice_number . '.pdf');
     }
 
-    public function calculateTotalFromTimeEntries()
+    protected static function boot()
     {
-        $this->total_amount = $this->timeEntries->sum('total_amount');
-        return $this->total_amount;
+        parent::boot();
+
+        static::creating(function ($invoice) {
+            if (empty($invoice->invoice_number)) {
+                $invoice->invoice_number = 'INV-' . str_pad(static::max('invoice_id') + 1, 6, '0', STR_PAD_LEFT);
+            }
+        });
     }
 }
diff --git a/database/migrations/2024_02_20_create_invoices_table.php b/database/migrations/2024_02_20_create_invoices_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
+{
+    public function up()
+    {
+        Schema::create('invoices', function (Blueprint $table) {
+            $table->id('invoice_id');
+            $table->foreignId('customer_id')->constrained('customers');
+            $table->string('invoice_number')->unique();
+            $table->date('invoice_date');
+            $table->date('due_date')->nullable();
+            $table->decimal('total_amount', 10, 2)->default(0);
+            $table->decimal('tax_amount', 10, 2)->default(0);
+            $table->foreignId('tax_rate_id')->nullable()->constrained('tax_rates');
+            $table->enum('payment_status', ['pending', 'paid', 'failed'])->default('pending');
+            $table->text('notes')->nullable();
+            $table->timestamps();
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('invoices');
+    }
+};
diff --git a/resources/views/invoices/template.blade.php b/resources/views/invoices/template.blade.php
@@ -0,0 +1,49 @@
+
+
+<!DOCTYPE html>
+<html>
+<head>
+    <meta charset="utf-8">
+    <title>Invoice {{ $invoice->invoice_number }}</title>
+    <style>
+        body { font-family: Arial, sans-serif; }
+        .header { text-align: center; margin-bottom: 30px; }
+        .invoice-info { margin-bottom: 20px; }
+        .customer-info { margin-bottom: 20px; }
+        .amounts { margin-top: 20px; }
+        .total { font-weight: bold; }
+    </style>
+</head>
+<body>
+    <div class="header">
+        <h1>INVOICE</h1>
+    </div>
+
+    <div class="invoice-info">
+        <p><strong>Invoice Number:</strong> {{ $invoice->invoice_number }}</p>
+        <p><strong>Date:</strong> {{ $invoice->invoice_date->format('Y-m-d') }}</p>
+        <p><strong>Due Date:</strong> {{ $invoice->due_date ? $invoice->due_date->format('Y-m-d') : 'N/A' }}</p>
+    </div>
+
+    <div class="customer-info">
+        <h3>Bill To:</h3>
+        <p>{{ $customer->customer_name }}</p>
+        <p>{{ $customer->address ?? '' }}</p>
+        <p>{{ $customer->email }}</p>
+    </div>
+
+    <div class="amounts">
+        <p><strong>Subtotal:</strong> ${{ number_format($invoice->total_amount, 2) }}</p>
+        <p><strong>Tax Rate:</strong> {{ $tax_rate->rate ?? 0 }}%</p>
+        <p><strong>Tax Amount:</strong> ${{ number_format($invoice->tax_amount, 2) }}</p>
+        <p class="total"><strong>Total Amount:</strong> ${{ number_format($invoice->getTotalWithTax(), 2) }}</p>
+    </div>
+
+    @if($invoice->notes)
+    <div class="notes">
+        <h3>Notes:</h3>
+        <p>{{ $invoice->notes }}</p>
+    </div>
+    @endif
+</body>
+</html>