Merge pull request #356 from liberu-accounting/sweep/Add-Tax-Form-Man…

…agement-Feature-for-1099-Forms

Add Tax Form Management Feature for 1099 Forms

app/Filament/App/Resources/TaxFormResource.php

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+
+
+<?php
+
+namespace App\Filament\App\Resources;
+
+use App\Models\TaxForm;
+use Filament\Forms;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Forms\Form;
+use Filament\Tables\Table;
+use Filament\Forms\Components\Select;
+
+class TaxFormResource extends Resource
+{
+    protected static ?string $model = TaxForm::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-document-text';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Select::make('form_type')
+                    ->options([
+                        '1099-MISC' => '1099-MISC',
+                        '1099-NEC' => '1099-NEC',
+                    ])
+                    ->required(),
+                Forms\Components\Select::make('customer_id')
+                    ->relationship('customer', 'customer_name')
+                    ->required(),
+                Forms\Components\TextInput::make('tax_year')
+                    ->required()
+                    ->numeric()
+                    ->minValue(2000)
+                    ->maxValue(date('Y')),
+                Forms\Components\TextInput::make('total_payments')
+                    ->required()
+                    ->numeric()
+                    ->disabled(),
+                Forms\Components\TextInput::make('total_tax_withheld')
+                    ->required()
+                    ->numeric()
+                    ->disabled(),
+                Forms\Components\Select::make('status')
+                    ->options([
+                        'draft' => 'Draft',
+                        'generated' => 'Generated',
+                        'submitted' => 'Submitted',
+                    ])
+                    ->required(),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('form_type'),
+                Tables\Columns\TextColumn::make('customer.customer_name'),
+                Tables\Columns\TextColumn::make('tax_year'),
+                Tables\Columns\TextColumn::make('total_payments')
+                    ->money('USD'),
+                Tables\Columns\TextColumn::make('status'),
+            ])
+            ->filters([
+                Tables\Filters\SelectFilter::make('form_type'),
+                Tables\Filters\SelectFilter::make('status'),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\Action::make('generate_pdf')
+                    ->label('Generate PDF')
+                    ->icon('heroicon-o-document-arrow-down')
+                    ->action(fn (TaxForm $record) => $record->generatePDF()),
+            ]);
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListTaxForms::route('/'),
+            'create' => Pages\CreateTaxForm::route('/create'),
+            'edit' => Pages\EditTaxForm::route('/{record}/edit'),
+        ];
+    }
+}

app/Models/TaxForm.php

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+
+
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Barryvdh\DomPDF\Facade\Pdf;
+
+class TaxForm extends Model
+{
+    use HasFactory;
+
+    protected $primaryKey = 'tax_form_id';
+
+    protected $fillable = [
+        'form_type',
+        'customer_id',
+        'tax_year',
+        'total_payments',
+        'total_tax_withheld',
+        'status',
+        'form_data'
+    ];
+
+    protected $casts = [
+        'form_data' => 'array',
+        'total_payments' => 'decimal:2',
+        'total_tax_withheld' => 'decimal:2',
+    ];
+
+    public function customer()
+    {
+        return $this->belongsTo(Customer::class);
+    }
+
+    public function generatePDF()
+    {
+        $data = [
+            'form' => $this,
+            'customer' => $this->customer,
+        ];
+
+        $pdf = PDF::loadView('tax-forms.' . strtolower($this->form_type), $data);
+        return $pdf->download($this->form_type . '_' . $this->tax_year . '.pdf');
+    }
+
+    public function calculateTotals()
+    {
+        $invoices = Invoice::where('customer_id', $this->customer_id)
+            ->whereYear('invoice_date', $this->tax_year)
+            ->get();
+
+        $this->total_payments = $invoices->sum('total_amount');
+        $this->total_tax_withheld = $invoices->sum('tax_amount');
+        $this->save();
+    }
+}

database/migrations/2024_01_20_000000_create_tax_forms_table.php

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+
+
+<?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_forms', function (Blueprint $table) {
+            $table->id('tax_form_id');
+            $table->string('form_type'); // e.g., '1099-MISC'
+            $table->foreignId('customer_id')->constrained('customers', 'customer_id');
+            $table->year('tax_year');
+            $table->decimal('total_payments', 12, 2);
+            $table->decimal('total_tax_withheld', 12, 2);
+            $table->string('status'); // draft, generated, submitted
+            $table->json('form_data'); // Store additional form-specific data
+            $table->timestamps();
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('tax_forms');
+    }
+};

resources/views/tax-forms/1099-misc.blade.php

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+
+
+<!DOCTYPE html>
+<html>
+<head>
+    <title>Form 1099-MISC</title>
+    <style>
+        body { font-family: Arial, sans-serif; }
+        .form-header { text-align: center; margin-bottom: 20px; }
+        .form-section { margin-bottom: 15px; }
+        .field { margin: 5px 0; }
+    </style>
+</head>
+<body>
+    <div class="form-header">
+        <h1>Form 1099-MISC</h1>
+        <h2>Miscellaneous Income</h2>
+        <p>Tax Year: {{ $form->tax_year }}</p>
+    </div>
+
+    <div class="form-section">
+        <h3>Payer Information</h3>
+        <div class="field">Company Name: {{ config('app.name') }}</div>
+        <!-- Add company address and other details -->
+    </div>
+
+    <div class="form-section">
+        <h3>Recipient Information</h3>
+        <div class="field">Name: {{ $customer->customer_name }}</div>
+        <!-- Add customer address and tax ID -->
+    </div>
+
+    <div class="form-section">
+        <h3>Payment Information</h3>
+        <div class="field">Total Payments: ${{ number_format($form->total_payments, 2) }}</div>
+        <div class="field">Federal Tax Withheld: ${{ number_format($form->total_tax_withheld, 2) }}</div>
+    </div>
+</body>
+</html>