Option to add installment to contract/account to increace balance amount same as payment and can be deleted which will reduce balance amount by new amount of the installment deleted, call later added badge to show active call laters

2026-03-11 21:04:20 +01:00
parent 5f9d00b575
commit 9c6878d1bd
17 changed files with 910 additions and 2 deletions
@@ -0,0 +1,132 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\Http\Requests\StoreInstallmentRequest;
+use App\Models\Account;
+use App\Models\Activity;
+use App\Models\Booking;
+use App\Models\Installment;
+use App\Models\InstallmentSetting;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\RedirectResponse;
+
+class AccountInstallmentController extends Controller
+{
+    public function list(Account $account): JsonResponse
+    {
+        $installments = Installment::query()
+            ->where('account_id', $account->id)
+            ->orderByDesc('installment_at')
+            ->get(['id', 'amount', 'balance_before', 'currency', 'reference', 'installment_at', 'created_at'])
+            ->map(function (Installment $i) {
+                return [
+                    'id' => $i->id,
+                    'amount' => (float) $i->amount,
+                    'balance_before' => (float) ($i->balance_before ?? 0),
+                    'currency' => $i->currency,
+                    'reference' => $i->reference,
+                    'installment_at' => optional($i->installment_at)?->toDateString(),
+                    'created_at' => optional($i->created_at)?->toDateTimeString(),
+                ];
+            });
+
+        return response()->json([
+            'account' => [
+                'id' => $account->id,
+                'balance_amount' => $account->balance_amount,
+            ],
+            'installments' => $installments,
+        ]);
+    }
+
+    public function store(StoreInstallmentRequest $request, Account $account): RedirectResponse
+    {
+        $validated = $request->validated();
+
+        $amountCents = (int) round(((float) $validated['amount']) * 100);
+
+        $settings = InstallmentSetting::query()->first();
+        $defaultCurrency = strtoupper($settings->default_currency ?? 'EUR');
+
+        $installment = Installment::query()->create([
+            'account_id' => $account->id,
+            'balance_before' => (float) ($account->balance_amount ?? 0),
+            'amount' => (float) $validated['amount'],
+            'currency' => strtoupper($validated['currency'] ?? $defaultCurrency),
+            'reference' => $validated['reference'] ?? null,
+            'installment_at' => $validated['installment_at'] ?? now(),
+            'meta' => $validated['meta'] ?? null,
+            'created_by' => $request->user()?->id,
+        ]);
+
+        // Debit booking — increases the account balance
+        Booking::query()->create([
+            'account_id' => $account->id,
+            'payment_id' => null,
+            'amount_cents' => $amountCents,
+            'type' => 'debit',
+            'description' => $installment->reference ? ('Obremenitev '.$installment->reference) : 'Obremenitev',
+            'booked_at' => $installment->installment_at ?? now(),
+        ]);
+
+        if ($settings && ($settings->create_activity_on_installment ?? false)) {
+            $note = $settings->activity_note_template ?? 'Dodan obrok';
+            $note = str_replace(['{amount}', '{currency}'], [number_format($amountCents / 100, 2, ',', '.'), $installment->currency], $note);
+
+            $account->refresh();
+            $beforeStr = number_format((float) ($installment->balance_before ?? 0), 2, ',', '.').' '.$installment->currency;
+            $afterStr = number_format((float) ($account->balance_amount ?? 0), 2, ',', '.').' '.$installment->currency;
+            $note .= " (Stanje pred: {$beforeStr}, Stanje po: {$afterStr}; Izvor: obrok)";
+
+            $account->loadMissing('contract');
+            $clientCaseId = $account->contract?->client_case_id;
+            if ($clientCaseId) {
+                $activity = Activity::query()->create([
+                    'due_date' => null,
+                    'amount' => $amountCents / 100,
+                    'note' => $note,
+                    'action_id' => $settings->default_action_id,
+                    'decision_id' => $settings->default_decision_id,
+                    'client_case_id' => $clientCaseId,
+                    'contract_id' => $account->contract_id,
+                ]);
+                $installment->update(['activity_id' => $activity->id]);
+            }
+        }
+
+        return back()->with('success', 'Installment created.');
+    }
+
+    public function destroy(Account $account, Installment $installment): RedirectResponse|JsonResponse
+    {
+        if ($installment->account_id !== $account->id) {
+            abort(404);
+        }
+
+        // Delete related debit booking(s) to revert balance via model events
+        Booking::query()
+            ->where('account_id', $account->id)
+            ->where('type', 'debit')
+            ->whereDate('booked_at', optional($installment->installment_at)?->toDateString())
+            ->where('amount_cents', (int) round(((float) $installment->amount) * 100))
+            ->whereNull('payment_id')
+            ->get()
+            ->each->delete();
+
+        if ($installment->activity_id) {
+            $activity = Activity::query()->find($installment->activity_id);
+            if ($activity) {
+                $activity->delete();
+            }
+        }
+
+        $installment->delete();
+
+        if (request()->wantsJson()) {
+            return response()->json(['success' => true]);
+        }
+
+        return back()->with('success', 'Installment deleted.');
+    }
+}
@@ -0,0 +1,66 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\Http\Requests\UpdateInstallmentSettingRequest;
+use App\Models\Action;
+use App\Models\Decision;
+use App\Models\InstallmentSetting;
+use Illuminate\Http\RedirectResponse;
+use Inertia\Inertia;
+use Inertia\Response;
+
+class InstallmentSettingController extends Controller
+{
+    public function edit(): Response
+    {
+        $setting = InstallmentSetting::query()->first();
+        if (! $setting) {
+            $setting = InstallmentSetting::query()->create([
+                'default_currency' => 'EUR',
+                'create_activity_on_installment' => false,
+                'default_decision_id' => null,
+                'default_action_id' => null,
+                'activity_note_template' => 'Dodan obrok: {amount} {currency}',
+            ]);
+        }
+
+        $decisions = Decision::query()->orderBy('name')->get(['id', 'name']);
+        $actions = Action::query()
+            ->with(['decisions:id'])
+            ->orderBy('name')
+            ->get()
+            ->map(function (Action $a) {
+                return [
+                    'id' => $a->id,
+                    'name' => $a->name,
+                    'decision_ids' => $a->decisions->pluck('id')->values(),
+                ];
+            });
+
+        return Inertia::render('Settings/Installments/Index', [
+            'setting' => [
+                'id' => $setting->id,
+                'default_currency' => $setting->default_currency,
+                'create_activity_on_installment' => (bool) $setting->create_activity_on_installment,
+                'default_decision_id' => $setting->default_decision_id,
+                'default_action_id' => $setting->default_action_id,
+                'activity_note_template' => $setting->activity_note_template,
+            ],
+            'decisions' => $decisions,
+            'actions' => $actions,
+        ]);
+    }
+
+    public function update(UpdateInstallmentSettingRequest $request): RedirectResponse
+    {
+        $data = $request->validated();
+        $setting = InstallmentSetting::query()->firstOrFail();
+
+        $data['create_activity_on_installment'] = (bool) ($data['create_activity_on_installment'] ?? false);
+
+        $setting->update($data);
+
+        return back()->with('success', 'Nastavitve shranjene.');
+    }
+}
@@ -59,6 +59,15 @@ public function share(Request $request): array
                'info' => fn () => $request->session()->get('info'),
                'method' => fn () => $request->session()->get('flash_method'), // HTTP method for toast styling
            ],
+            'callLaterCount' => function () use ($request) {
+                if (! $request->user()) {
+                    return 0;
+                }
+
+                return \App\Models\CallLater::query()
+                    ->whereNull('completed_at')
+                    ->count();
+            },
            'notifications' => function () use ($request) {
                try {
                    $user = $request->user();
@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest;
+
+class StoreInstallmentRequest extends FormRequest
+{
+    public function authorize(): bool
+    {
+        return true;
+    }
+
+    public function rules(): array
+    {
+        return [
+            'amount' => ['required', 'numeric', 'min:0.01'],
+            'currency' => ['nullable', 'string', 'size:3'],
+            'reference' => ['nullable', 'string', 'max:100'],
+            'installment_at' => ['nullable', 'date'],
+            'meta' => ['nullable', 'array'],
+        ];
+    }
+}
@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Http\Requests;
+
+use Illuminate\Foundation\Http\FormRequest;
+
+class UpdateInstallmentSettingRequest extends FormRequest
+{
+    public function authorize(): bool
+    {
+        return true;
+    }
+
+    public function rules(): array
+    {
+        return [
+            'default_currency' => ['required', 'string', 'size:3'],
+            'create_activity_on_installment' => ['sometimes', 'boolean'],
+            'default_decision_id' => ['nullable', 'integer', 'exists:decisions,id'],
+            'default_action_id' => ['nullable', 'integer', 'exists:actions,id'],
+            'activity_note_template' => ['nullable', 'string', 'max:255'],
+        ];
+    }
+}