feat(payments): add customer ledgers and allocations (#744)

app/Http/Controllers/Company/Customer/CustomerStatementController.php

@@ -0,0 +1,36 @@
+<?php
+
+namespace App\Http\Controllers\Company\Customer;
+
+use App\Http\Controllers\Controller;
+use App\Http\Requests\CustomerStatementRequest;
+use App\Http\Resources\CustomerStatementResource;
+use App\Models\Customer;
+use App\Services\CustomerStatementService;
+use Carbon\Carbon;
+
+class CustomerStatementController extends Controller
+{
+    public function __construct(
+        private readonly CustomerStatementService $customerStatementService,
+    ) {}
+
+    public function __invoke(CustomerStatementRequest $request, Customer $customer): CustomerStatementResource
+    {
+        $this->authorize('view', $customer);
+        $this->authorize('view report', $customer->company);
+
+        $type = $request->validated('type');
+
+        $statement = $this->customerStatementService->statement(
+            $customer,
+            $type,
+            Carbon::createFromFormat('Y-m-d', $request->validated('from_date')),
+            Carbon::createFromFormat('Y-m-d', $request->validated($type === CustomerStatementService::TYPE_OUTSTANDING ? 'as_of' : 'to_date')),
+            (int) $request->validated('per_page', 50),
+            (int) $request->validated('page', 1),
+        );
+
+        return new CustomerStatementResource($statement);
+    }
+}

app/Http/Controllers/Company/Customer/CustomerStatsController.php

@@ -6,12 +6,14 @@ use App\Http\Controllers\Controller;
 use App\Http\Resources\CustomerResource;
 use App\Models\Customer;
 use App\Services\CustomerService;
+use App\Services\CustomerStatementService;
 use Illuminate\Http\Request;
 
 class CustomerStatsController extends Controller
 {
     public function __construct(
         private readonly CustomerService $customerService,
+        private readonly CustomerStatementService $customerStatementService,
     ) {}
 
     public function __invoke(Request $request, Customer $customer)
@@ -25,6 +27,7 @@ class CustomerStatsController extends Controller
         );
 
         $customer = Customer::find($customer->id);
+        $this->customerStatementService->hydrateAccountSummaries([$customer]);
 
         return (new CustomerResource($customer))
             ->additional(['meta' => [

app/Http/Controllers/Company/Customer/CustomersController.php

@@ -8,13 +8,16 @@ use App\Http\Requests\DeleteCustomersRequest;
 use App\Http\Resources\CustomerResource;
 use App\Models\Customer;
 use App\Services\CustomerService;
+use App\Services\CustomerStatementService;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Http\Request;
+use Illuminate\Pagination\LengthAwarePaginator;
 
 class CustomersController extends Controller
 {
     public function __construct(
         private readonly CustomerService $customerService,
+        private readonly CustomerStatementService $customerStatementService,
     ) {}
 
     /**
@@ -31,10 +34,12 @@ class CustomersController extends Controller
         $customers = Customer::with('creator')
             ->whereCompany()
             ->applyFilters($request->all())
-            ->withSum('invoices as base_due_amount', 'base_due_amount')
-            ->withSum('invoices as due_amount', 'due_amount')
             ->paginateData($limit);
 
+        $this->customerStatementService->hydrateAccountSummaries(
+            $customers instanceof LengthAwarePaginator ? $customers->getCollection() : $customers
+        );
+
         return CustomerResource::collection($customers)
             ->additional(['meta' => [
                 'customer_total_count' => Customer::whereCompany()->count(),
@@ -52,6 +57,7 @@ class CustomersController extends Controller
         $this->authorize('create', Customer::class);
 
         $customer = $this->customerService->create($request);
+        $this->customerStatementService->hydrateAccountSummaries([$customer]);
 
         return new CustomerResource($customer);
     }
@@ -65,6 +71,8 @@ class CustomersController extends Controller
     {
         $this->authorize('view', $customer);
 
+        $this->customerStatementService->hydrateAccountSummaries([$customer]);
+
         return new CustomerResource($customer);
     }
 
@@ -79,6 +87,7 @@ class CustomersController extends Controller
         $this->authorize('update', $customer);
 
         $customer = $this->customerService->update($request, $customer);
+        $this->customerStatementService->hydrateAccountSummaries([$customer]);
 
         return new CustomerResource($customer);
     }

app/Http/Controllers/Company/Customer/SendCustomerStatementController.php

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Http\Controllers\Company\Customer;
+
+use App\Http\Controllers\Controller;
+use App\Http\Requests\SendCustomerStatementRequest;
+use App\Mail\SendCustomerStatementMail;
+use App\Models\Customer;
+use App\Services\CustomerStatementPdfService;
+use App\Services\CustomerStatementService;
+use App\Services\Mail\CompanyMailConfigService;
+use Carbon\Carbon;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Mail;
+
+class SendCustomerStatementController extends Controller
+{
+    public function __construct(
+        private readonly CustomerStatementService $customerStatementService,
+        private readonly CustomerStatementPdfService $customerStatementPdfService,
+    ) {}
+
+    public function __invoke(SendCustomerStatementRequest $request, Customer $customer): JsonResponse
+    {
+        $this->authorize('view', $customer);
+        $this->authorize('view report', $customer->company);
+
+        $type = $request->validated('type');
+
+        $statement = $this->customerStatementService->statement(
+            $customer,
+            $type,
+            Carbon::createFromFormat('Y-m-d', $request->validated('from_date')),
+            Carbon::createFromFormat('Y-m-d', $request->validated($type === CustomerStatementService::TYPE_OUTSTANDING ? 'as_of' : 'to_date')),
+            PHP_INT_MAX,
+        );
+        $pdf = $this->customerStatementPdfService->render($statement);
+
+        CompanyMailConfigService::apply($customer->company_id);
+
+        $mail = Mail::to($request->validated('to'));
+        if ($request->filled('cc')) {
+            $mail->cc($request->validated('cc'));
+        }
+        if ($request->filled('bcc')) {
+            $mail->bcc($request->validated('bcc'));
+        }
+
+        $mail->send(new SendCustomerStatementMail([
+            ...$request->safe()->only(['to', 'cc', 'bcc', 'subject', 'body']),
+            'from' => config('mail.from.address'),
+            'from_name' => config('mail.from.name'),
+            'customer' => $customer,
+            'pdf' => $pdf,
+            'filename' => __('Customer Statement').' '.$customer->name.'.pdf',
+        ]));
+
+        return response()->json(['success' => true]);
+    }
+}

app/Http/Controllers/Company/Invoice/InvoicesController.php

@@ -93,6 +93,7 @@ class InvoicesController extends Controller
         return new InvoiceResource($invoice->load([
             'creditNotes:id,related_invoice_id,invoice_number,total',
             'creditNotes.items:id,invoice_id,source_invoice_item_id,quantity',
+            'allocations.payment',
         ]));
     }
 

app/Http/Controllers/Company/Payment/CreditAllocationsController.php

@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Http\Controllers\Company\Payment;
+
+use App\Http\Controllers\Controller;
+use App\Http\Requests\CreditAllocationRequest;
+use App\Models\Customer;
+use App\Models\Payment;
+use App\Services\Document\PaymentAllocationService;
+
+class CreditAllocationsController extends Controller
+{
+    public function __construct(
+        private readonly PaymentAllocationService $paymentAllocationService,
+    ) {}
+
+    public function store(CreditAllocationRequest $request, Customer $customer)
+    {
+        $this->authorize('view', $customer);
+
+        abort_unless((int) $customer->company_id === (int) $request->header('company'), 404);
+
+        $payments = Payment::query()
+            ->where('company_id', $customer->company_id)
+            ->where('customer_id', $customer->id)
+            ->whereIn('id', collect($request->validated('allocations'))->pluck('payment_id')->unique())
+            ->get();
+
+        foreach ($payments as $payment) {
+            $this->authorize('update', $payment);
+        }
+
+        $this->paymentAllocationService->applyCustomerCredits(
+            (int) $request->header('company'),
+            $customer->id,
+            $request->validated('allocations'),
+        );
+
+        return response()->json(['success' => true]);
+    }
+}

app/Http/Controllers/Company/Payment/PaymentsController.php

@@ -5,9 +5,11 @@ namespace App\Http\Controllers\Company\Payment;
 use App\Http\Controllers\Controller;
 use App\Http\Requests\DeletePaymentsRequest;
 use App\Http\Requests\PaymentRequest;
+use App\Http\Requests\ReplacePaymentAllocationsRequest;
 use App\Http\Requests\SendPaymentRequest;
 use App\Http\Resources\PaymentResource;
 use App\Models\Payment;
+use App\Services\Document\PaymentAllocationService;
 use App\Services\Document\PaymentService;
 use Illuminate\Http\Request;
 use Illuminate\Http\Response;
@@ -16,6 +18,7 @@ use Illuminate\Mail\Markdown;
 class PaymentsController extends Controller
 {
     public function __construct(
+        private readonly PaymentAllocationService $paymentAllocationService,
         private readonly PaymentService $paymentService,
     ) {}
 
@@ -30,12 +33,12 @@ class PaymentsController extends Controller
 
         $limit = $request->has('limit') ? $request->limit : 10;
 
-        $payments = Payment::whereCompany()
+        $payments = Payment::with(['allocations.invoice'])
+            ->whereCompany()
             ->join('customers', 'customers.id', '=', 'payments.customer_id')
-            ->leftJoin('invoices', 'invoices.id', '=', 'payments.invoice_id')
             ->leftJoin('payment_methods', 'payment_methods.id', '=', 'payments.payment_method_id')
             ->applyFilters($request->all())
-            ->select('payments.*', 'customers.name', 'invoices.invoice_number', 'payment_methods.name as payment_mode')
+            ->select('payments.*', 'customers.name', 'payment_methods.name as payment_mode')
             ->latest()
             ->paginateData($limit);
 
@@ -64,7 +67,7 @@ class PaymentsController extends Controller
     {
         $this->authorize('view', $payment);
 
-        return new PaymentResource($payment);
+        return new PaymentResource($payment->load(['allocations.invoice']));
     }
 
     public function update(PaymentRequest $request, Payment $payment)
@@ -76,6 +79,17 @@ class PaymentsController extends Controller
         return new PaymentResource($payment);
     }
 
+    public function replaceAllocations(ReplacePaymentAllocationsRequest $request, Payment $payment)
+    {
+        $this->authorize('update', $payment);
+
+        abort_unless((int) $payment->company_id === (int) $request->header('company'), 404);
+
+        $payment = $this->paymentAllocationService->replace($payment, $request->validated('allocations'));
+
+        return new PaymentResource($payment->load(['allocations.invoice']));
+    }
+
     public function delete(DeletePaymentsRequest $request)
     {
         $this->authorize('delete multiple payments');

app/Http/Controllers/Company/Report/CustomerStatementReportController.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace App\Http\Controllers\Company\Report;
+
+use App\Http\Controllers\Controller;
+use App\Http\Requests\CustomerStatementRequest;
+use App\Models\Customer;
+use App\Services\CustomerStatementPdfService;
+use App\Services\CustomerStatementService;
+use Carbon\Carbon;
+use Silber\Bouncer\BouncerFacade;
+
+class CustomerStatementReportController extends Controller
+{
+    public function __construct(
+        private readonly CustomerStatementService $customerStatementService,
+        private readonly CustomerStatementPdfService $customerStatementPdfService,
+    ) {}
+
+    public function __invoke(CustomerStatementRequest $request, Customer $customer)
+    {
+        BouncerFacade::scope()->to($customer->company_id);
+
+        $this->authorize('view', $customer);
+        $this->authorize('view report', $customer->company);
+
+        $type = $request->validated('type');
+
+        $statement = $this->customerStatementService->statement(
+            $customer,
+            $type,
+            Carbon::createFromFormat('Y-m-d', $request->validated('from_date')),
+            Carbon::createFromFormat('Y-m-d', $request->validated($type === CustomerStatementService::TYPE_OUTSTANDING ? 'as_of' : 'to_date')),
+            PHP_INT_MAX,
+        );
+        $pdf = $this->customerStatementPdfService->render($statement);
+
+        if ($request->boolean('preview')) {
+            return view('app.pdf.reports.customer-statement', [
+                'statement' => $statement,
+                'customer' => $customer,
+                'company' => $customer->company,
+                'currency' => $statement['currency'],
+                'logo' => $customer->company->logo_path,
+            ]);
+        }
+
+        if ($request->boolean('download')) {
+            return $pdf->download(__('Customer Statement').' '.$customer->name.'.pdf');
+        }
+
+        return $pdf->stream();
+    }
+}

app/Http/Controllers/CustomerPortal/Payment/PaymentsController.php

@@ -21,16 +21,15 @@ class PaymentsController extends Controller
     {
         $limit = $request->has('limit') ? $request->limit : 10;
 
-        $payments = Payment::with(['customer', 'invoice', 'paymentMethod', 'creator'])
+        $payments = Payment::with(['customer', 'allocations.invoice', 'paymentMethod', 'creator'])
             ->whereCustomer(Auth::guard('customer')->id())
-            ->leftJoin('invoices', 'invoices.id', '=', 'payments.invoice_id')
             ->applyFilters($request->only([
                 'payment_number',
                 'payment_method_id',
                 'orderByField',
                 'orderBy',
             ]))
-            ->select('payments.*', 'invoices.invoice_number')
+            ->select('payments.*')
             ->latest()
             ->paginateData($limit);
 
@@ -57,6 +56,6 @@ class PaymentsController extends Controller
             return response()->json(['error' => 'payment_not_found'], 404);
         }
 
-        return new PaymentResource($payment);
+        return new PaymentResource($payment->load(['allocations.invoice']));
     }
 }