Development 3.x

app/Concerns/ManagesLineItems.php

@@ -0,0 +1,119 @@
+<?php
+
+namespace App\Concerns;
+
+use App\Enums\Accounting\AdjustmentComputation;
+use App\Enums\Accounting\DocumentDiscountMethod;
+use App\Models\Accounting\Bill;
+use App\Models\Accounting\DocumentLineItem;
+use App\Utilities\Currency\CurrencyConverter;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Collection;
+
+trait ManagesLineItems
+{
+    protected function handleLineItems(Model $record, Collection $lineItems): void
+    {
+        foreach ($lineItems as $itemData) {
+            $lineItem = isset($itemData['id'])
+                ? $record->lineItems->find($itemData['id'])
+                : $record->lineItems()->make();
+
+            $lineItem->fill([
+                'offering_id' => $itemData['offering_id'],
+                'description' => $itemData['description'],
+                'quantity' => $itemData['quantity'],
+                'unit_price' => $itemData['unit_price'],
+            ]);
+
+            if (! $lineItem->exists) {
+                $lineItem->documentable()->associate($record);
+            }
+
+            $lineItem->save();
+
+            $this->handleLineItemAdjustments($lineItem, $itemData, $record->discount_method);
+            $this->updateLineItemTotals($lineItem, $record->discount_method);
+        }
+    }
+
+    protected function deleteRemovedLineItems(Model $record, Collection $lineItems): void
+    {
+        $existingLineItemIds = $record->lineItems->pluck('id');
+        $updatedLineItemIds = $lineItems->pluck('id')->filter();
+        $lineItemsToDelete = $existingLineItemIds->diff($updatedLineItemIds);
+
+        if ($lineItemsToDelete->isNotEmpty()) {
+            $record
+                ->lineItems()
+                ->whereIn('id', $lineItemsToDelete)
+                ->each(fn (DocumentLineItem $lineItem) => $lineItem->delete());
+        }
+    }
+
+    protected function handleLineItemAdjustments(DocumentLineItem $lineItem, array $itemData, DocumentDiscountMethod $discountMethod): void
+    {
+        $isBill = $lineItem->documentable instanceof Bill;
+
+        $taxType = $isBill ? 'purchaseTaxes' : 'salesTaxes';
+        $discountType = $isBill ? 'purchaseDiscounts' : 'salesDiscounts';
+
+        $adjustmentIds = collect($itemData[$taxType] ?? [])
+            ->merge($discountMethod->isPerLineItem() ? ($itemData[$discountType] ?? []) : [])
+            ->filter()
+            ->unique();
+
+        $lineItem->adjustments()->sync($adjustmentIds);
+        $lineItem->refresh();
+    }
+
+    protected function updateLineItemTotals(DocumentLineItem $lineItem, DocumentDiscountMethod $discountMethod): void
+    {
+        $lineItem->updateQuietly([
+            'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
+            'discount_total' => $discountMethod->isPerLineItem()
+                ? $lineItem->calculateDiscountTotal()->getAmount()
+                : 0,
+        ]);
+    }
+
+    protected function updateDocumentTotals(Model $record, array $data): array
+    {
+        $subtotalCents = $record->lineItems()->sum('subtotal');
+        $taxTotalCents = $record->lineItems()->sum('tax_total');
+        $discountTotalCents = $this->calculateDiscountTotal(
+            DocumentDiscountMethod::parse($data['discount_method']),
+            AdjustmentComputation::parse($data['discount_computation']),
+            $data['discount_rate'] ?? null,
+            $subtotalCents,
+            $record
+        );
+
+        $grandTotalCents = $subtotalCents + $taxTotalCents - $discountTotalCents;
+
+        return [
+            'subtotal' => CurrencyConverter::convertCentsToFormatSimple($subtotalCents),
+            'tax_total' => CurrencyConverter::convertCentsToFormatSimple($taxTotalCents),
+            'discount_total' => CurrencyConverter::convertCentsToFormatSimple($discountTotalCents),
+            'total' => CurrencyConverter::convertCentsToFormatSimple($grandTotalCents),
+        ];
+    }
+
+    protected function calculateDiscountTotal(
+        DocumentDiscountMethod $discountMethod,
+        ?AdjustmentComputation $discountComputation,
+        ?string $discountRate,
+        int $subtotalCents,
+        Model $record
+    ): int {
+        if ($discountMethod->isPerLineItem()) {
+            return $record->lineItems()->sum('discount_total');
+        }
+
+        if ($discountComputation?->isPercentage()) {
+            return (int) ($subtotalCents * ((float) $discountRate / 100));
+        }
+
+        return CurrencyConverter::convertToCents($discountRate);
+    }
+}

app/Enums/Accounting/AdjustmentComputation.php

@@ -2,15 +2,28 @@
 
 namespace App\Enums\Accounting;
 
+use App\Enums\Concerns\ParsesEnum;
 use Filament\Support\Contracts\HasLabel;
 
 enum AdjustmentComputation: string implements HasLabel
 {
+    use ParsesEnum;
+
     case Percentage = 'percentage';
     case Fixed = 'fixed';
 
     public function getLabel(): ?string
     {
         return translate($this->name);
     }
+
+    public function isPercentage(): bool
+    {
+        return $this == self::Percentage;
+    }
+
+    public function isFixed(): bool
+    {
+        return $this == self::Fixed;
+    }
 }

app/Enums/Accounting/DocumentDiscountMethod.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use App\Enums\Concerns\ParsesEnum;
+use Filament\Support\Contracts\HasLabel;
+
+enum DocumentDiscountMethod: string implements HasLabel
+{
+    use ParsesEnum;
+
+    case PerLineItem = 'per_line_item';
+    case PerDocument = 'per_document';
+
+    public function getLabel(): string
+    {
+        return match ($this) {
+            self::PerLineItem => 'Per Line Item',
+            self::PerDocument => 'Per Document',
+        };
+    }
+
+    public function isPerLineItem(): bool
+    {
+        return $this == self::PerLineItem;
+    }
+
+    public function isPerDocument(): bool
+    {
+        return $this == self::PerDocument;
+    }
+}

app/Filament/Company/Clusters/Settings/Pages/CompanyDefault.php

@@ -6,8 +6,6 @@
 use App\Filament\Company\Clusters\Settings;
 use App\Models\Banking\BankAccount;
 use App\Models\Setting\CompanyDefault as CompanyDefaultModel;
-use App\Models\Setting\Discount;
-use App\Models\Setting\Tax;
 use Filament\Actions\Action;
 use Filament\Actions\ActionGroup;
 use Filament\Forms\Components\Component;
@@ -108,7 +106,6 @@ public function form(Form $form): Form
         return $form
             ->schema([
                 $this->getGeneralSection(),
-                // $this->getModifiersSection(),
             ])
             ->model($this->record)
             ->statePath('data')
@@ -140,76 +137,6 @@ protected function getGeneralSection(): Component
             ])->columns();
     }
 
-    protected function getModifiersSection(): Component
-    {
-        return Section::make('Taxes & Discounts')
-            ->schema([
-                Select::make('sales_tax_id')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->relationship('salesTax', 'name')
-                    ->getOptionLabelFromRecordUsing(function (Tax $record) {
-                        $currencyCode = $this->record->currency_code;
-
-                        $rate = rateFormat($record->rate, $record->computation->value, $currencyCode);
-
-                        $rateBadge = $this->renderBadgeOptionLabel($rate);
-
-                        return "{$record->name} ⁓ {$rateBadge}";
-                    })
-                    ->allowHtml()
-                    ->saveRelationshipsUsing(null)
-                    ->searchable(),
-                Select::make('purchase_tax_id')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->relationship('purchaseTax', 'name')
-                    ->getOptionLabelFromRecordUsing(function (Tax $record) {
-                        $currencyCode = $this->record->currency_code;
-
-                        $rate = rateFormat($record->rate, $record->computation->value, $currencyCode);
-
-                        $rateBadge = $this->renderBadgeOptionLabel($rate);
-
-                        return "{$record->name} ⁓ {$rateBadge}";
-                    })
-                    ->allowHtml()
-                    ->saveRelationshipsUsing(null)
-                    ->searchable(),
-                Select::make('sales_discount_id')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->relationship('salesDiscount', 'name')
-                    ->getOptionLabelFromRecordUsing(function (Discount $record) {
-                        $currencyCode = $this->record->currency_code;
-
-                        $rate = rateFormat($record->rate, $record->computation->value, $currencyCode);
-
-                        $rateBadge = $this->renderBadgeOptionLabel($rate);
-
-                        return "{$record->name} ⁓ {$rateBadge}";
-                    })
-                    ->saveRelationshipsUsing(null)
-                    ->allowHtml()
-                    ->searchable(),
-                Select::make('purchase_discount_id')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->relationship('purchaseDiscount', 'name')
-                    ->getOptionLabelFromRecordUsing(function (Discount $record) {
-                        $currencyCode = $this->record->currency_code;
-                        $rate = rateFormat($record->rate, $record->computation->value, $currencyCode);
-
-                        $rateBadge = $this->renderBadgeOptionLabel($rate);
-
-                        return "{$record->name} ⁓ {$rateBadge}";
-                    })
-                    ->allowHtml()
-                    ->saveRelationshipsUsing(null)
-                    ->searchable(),
-            ])->columns();
-    }
-
     public function renderBadgeOptionLabel(string $label): string
     {
         return Blade::render('filament::components.badge', [

app/Filament/Company/Clusters/Settings/Resources/AdjustmentResource.php

@@ -53,7 +53,7 @@ public static function form(Form $form): Form
                         ToggleButton::make('recoverable')
                             ->label('Recoverable')
                             ->default(false)
-                            ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category')) === AdjustmentCategory::Tax && AdjustmentType::parse($get('type')) === AdjustmentType::Purchase),
+                            ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category'))->isTax() && AdjustmentType::parse($get('type'))->isPurchase()),
                     ])
                     ->columns()
                     ->visibleOn('create'),
@@ -80,7 +80,7 @@ public static function form(Form $form): Form
                         Forms\Components\DateTimePicker::make('end_date'),
                     ])
                     ->columns()
-                    ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category')) === AdjustmentCategory::Discount),
+                    ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category'))->isDiscount()),
             ]);
     }