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Add Purchase Order Management to Accounting System #361

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@sweep-ai sweep-ai bot commented Dec 24, 2024

This pull request was created by Sweep to resolve the following request by @curtisdelicata:

Description: Implement a system for managing purchase orders from vendors.

Tasks:
Create PurchaseOrder model and migration.
Develop UI for creating and managing purchase orders.
Link purchase orders to vendors and expenses.
Acceptance Criteria:
Users can create and manage purchase orders.
Purchase orders are linked to vendor expenses.

Continue chatting at https://sweep-chat-demo.vercel.app/c/db3cba21-f281-4bf5-9ba3-6aff2b51f393.

Purpose

Implement a comprehensive Purchase Order management system to enhance the accounting workflow, allowing businesses to track and manage their procurement processes more effectively.

Description

This pull request introduces a complete Purchase Order management feature to the Liberu Accounting system. The implementation includes:

  • Creation of database migrations for purchase_orders and purchase_order_items tables
  • Development of Eloquent models for Purchase Orders with robust relationship definitions
  • Filament resource for managing Purchase Orders with a user-friendly interface
  • Integration with existing models like Suppliers and Transactions
  • Automatic generation of unique Purchase Order numbers
  • Comprehensive status tracking for purchase orders

The new feature allows users to:

  • Create purchase orders with detailed line items
  • Track order status (draft, sent, received, cancelled)
  • Link purchase orders to suppliers
  • Manage expected delivery dates and total amounts
  • Generate sequential purchase order numbers automatically

Summary

  • Added new database migrations: purchase_orders and purchase_order_items
  • Created models: PurchaseOrder, PurchaseOrderItem
  • Updated Transaction model to support purchase order relationships
  • Implemented PurchaseOrderResource in Filament for management
  • Added automatic PO number generation
  • Supported multiple purchase order statuses
  • Integrated with existing supplier and transaction models

@curtisdelicata curtisdelicata merged commit 156d9d9 into main Dec 24, 2024
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