Add project invoice terms

Modules/Invoice/Console/SendUpcomingInvoiceReminder.php

@@ -0,0 +1,37 @@
+<?php
+
+namespace Modules\Invoice\Console;
+
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Mail;
+use Modules\Invoice\Emails\SendInvoiceReminderMail;
+use Modules\Invoice\Services\InvoiceService;
+
+class SendUpcomingInvoiceReminder extends Command
+{
+    /**
+     * The console command name.
+     *
+     * @var string
+     */
+    protected $name = 'invoice:send-upcoming-invoice-list';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Send a list of all the upcoming invoices to the finance team.';
+
+    /**
+     * Execute the console command.
+     *
+     * @return mixed
+     */
+    public function handle()
+    {
+        $service = app(InvoiceService::class);
+        $upcomingInvoices = $service->getScheduledInvoicesForMail();
+        Mail::send(new SendInvoiceReminderMail($upcomingInvoices));
+    }
+}

Modules/Invoice/Emails/SendInvoiceReminderMail.php

@@ -0,0 +1,39 @@
+<?php
+
+namespace Modules\Invoice\Emails;
+
+use Illuminate\Bus\Queueable;
+use Illuminate\Database\Eloquent\Collection;
+use Illuminate\Mail\Mailable;
+use Illuminate\Queue\SerializesModels;
+
+class SendInvoiceReminderMail extends Mailable
+{
+    use Queueable, SerializesModels;
+
+    protected $upcomingInvoices;
+
+    /**
+     * Create a new message instance.
+     *
+     * @return void
+     */
+    public function __construct(Collection $upcomingInvoices)
+    {
+        $this->upcomingInvoices = $upcomingInvoices;
+    }
+
+    /**
+     * Build the message.
+     *
+     * @return $this
+     */
+    public function build()
+    {
+        return $this->to(config('constants.finance.scheduled-invoice.email'))
+            ->from(config('mail.from.address'))
+            ->subject('Upcoming Scheduled Invoices Notification')
+            ->view('invoice::mail.upcoming-invoice-list')
+            ->with(['upcomingInvoices' => $this->upcomingInvoices]);
+    }
+}

Modules/Invoice/Http/Controllers/InvoiceController.php

@@ -32,8 +32,7 @@ public function index(Request $request)
         if ($invoiceStatus == 'sent') {
             unset($filters['invoice_status']);
             $filters = $filters ?: $this->service->defaultFilters();
-        } else {
-            $invoiceStatus = 'ready';
+        } elseif ($invoiceStatus == 'ready') {
             $filters = $request->all();
         }
 

Modules/Invoice/Providers/InvoiceServiceProvider.php

@@ -138,6 +138,7 @@ protected function registerCommands()
         $this->commands([
             \Modules\Invoice\Console\SendUnpaidInvoiceList::class,
             \Modules\Invoice\Console\FixInvoiceAmountsCommand::class,
+            \Modules\Invoice\Console\SendUpcomingInvoiceReminder::class,
         ]);
     }
 

Modules/Invoice/Resources/views/mail/upcoming-invoice-list.blade.php

@@ -0,0 +1,63 @@
+<div>
+    <style>
+        .line {
+            line-height: 1px;
+        }
+        .table {
+            width: 100%;
+            border-collapse: collapse;
+        }
+        .table th, .table td {
+            border: 1px solid #ddd;
+            padding: 8px;
+        }
+        .table th {
+            background-color: #f2f2f2;
+        }
+        .text-danger {
+            color: red;
+        }
+        .theme-info {
+            color: blue;
+        }
+        .underline {
+            text-decoration: underline;
+        }
+    </style>
+    <p>Hello Finance Team!</p>
+    <p>Please find a list of scheduled invoices.</p>
+    <p>Total upcoming invoices: {{ $upcomingInvoices->count() }}</p>
+
+    <div>
+        <table class="table">
+            <thead>
+                <tr>
+                    <th>Project Name</th>
+                    <th>Invoice Date</th>
+                    <th>Delivery Report</th>
+                </tr>
+            </thead>
+            <tbody>
+                @foreach($upcomingInvoices as $index => $invoice)
+                    <tr>
+                        <td>{{ $invoice->project->name }}</td>
+                        <td>{{ \Carbon\Carbon::parse($invoice->invoice_date)->format('d-m-Y') }}</td>
+                        <td>
+                            @if ($invoice->delivery_report)
+                                <a id="delivery_report_{{ $index }}" href="{{ route('delivery-report.show', $invoice->id) }}" target="_blank">
+                                    <span class="mr-1 underline theme-info fz-16">{{ basename($invoice->delivery_report) }}</span>
+                                </a>
+                            @else
+                                <span class="text-danger">Not Uploaded Yet.</span>
+                            @endif
+                        </td>
+                    </tr>
+                @endforeach
+            </tbody>
+        </table>
+    </div>
+
+    <p><a href="{{ route('invoice.index', ['invoice_status' => 'scheduled']) }}">You can see more details here.</a></p>
+
+    <p>Please reach out in case you want to make some changes to this email.</p>
+</div>

Modules/Invoice/Services/InvoiceService.php

@@ -26,6 +26,7 @@
 use Modules\Invoice\Exports\YearlyInvoiceReportExport;
 use Modules\Invoice\Notifications\GoogleChat\SendPaymentReceivedNotification;
 use Modules\Project\Entities\Project;
+use Modules\Project\Entities\ProjectInvoiceTerm;
 
 class InvoiceService implements InvoiceServiceContract
 {
@@ -37,16 +38,22 @@ public function index($filters = [], $invoiceStatus = 'sent')
             'year' => $filters['year'] ?? null,
             'status' => $filters['status'] ?? null,
         ];
+
+        $invoices = [];
+        $clientsReadyToSendInvoicesData = [];
+        $projectsReadyToSendInvoicesData = [];
+        $totalReceivableAmount = 0.00;
+
         if ($invoiceStatus == 'sent') {
             $invoices = Invoice::query()->with('client', 'client.contactPersons', 'client.billingDetails')->applyFilters($filters)->leftjoin('clients', 'invoices.client_id', '=', 'clients.id')
                 ->select('invoices.*', 'clients.name')
                 ->where('clients.is_billable', true)
                 ->orderBy('name', 'asc')->orderBy('sent_on', 'desc')
                 ->get();
-            $clientsReadyToSendInvoicesData = [];
-            $projectsReadyToSendInvoicesData = [];
+            $totalReceivableAmount = $this->getTotalReceivableAmountInINR($invoices);
+        } elseif ($invoiceStatus == 'scheduled') {
+            $invoices = $this->getScheduledInvoices();
         } else {
-            $invoices = [];
             $clientsReadyToSendInvoicesData = Client::status('active')->billable()->invoiceReadyToSend()->orderBy('name')->get();
             $projectsReadyToSendInvoicesData = Project::billable()->whereHas('meta', function ($query) {
                 return $query->where([
@@ -60,7 +67,7 @@ public function index($filters = [], $invoiceStatus = 'sent')
             'invoices' => $invoices,
             'clients' => $this->getClientsForInvoice(),
             'currencyService' => $this->currencyService(),
-            'totalReceivableAmount' => $this->getTotalReceivableAmountInINR($invoices),
+            'totalReceivableAmount' => $totalReceivableAmount,
             'filters' => $filters,
             'invoiceStatus' => $invoiceStatus,
             'clientsReadyToSendInvoicesData' => $clientsReadyToSendInvoicesData,
@@ -160,6 +167,7 @@ public function store($data)
         $invoice = Invoice::create($data);
         $this->saveInvoiceFile($invoice, $data['invoice_file']);
         $this->setInvoiceNumber($invoice, $data['sent_on']);
+        $this->updateScheduledInvoice($invoice);
 
         return $invoice;
     }
@@ -185,6 +193,7 @@ public function update($data, $invoice)
             $this->saveInvoiceFile($invoice, $data['invoice_file']);
             $this->setInvoiceNumber($invoice, $data['sent_on']);
         }
+        $this->updateScheduledInvoice($invoice);
 
         return $invoice;
     }
@@ -769,6 +778,45 @@ public function storeLedgerAccountData(array $data)
         LedgerAccount::destroy($ledgerAccountsIdToDelete);
     }
 
+    public function updateScheduledInvoice($invoice)
+    {
+        $project = $invoice->project;
+        if (! $project) {
+            return;
+        }
+
+        $invoiceSentOn = Carbon::parse($invoice->sent_on)->toDateString();
+        $invoiceStatus = $invoice->status;
+        $invoiceId = $invoice->id;
+
+        foreach ($project->invoiceTerms as $scheduledInvoice) {
+            if (Carbon::parse($scheduledInvoice->invoice_date)->toDateString() === $invoiceSentOn) {
+                $scheduledInvoice->update([
+                    'status' => $invoiceStatus,
+                    'invoice_id' => $invoiceId,
+                ]);
+            }
+        }
+    }
+
+    public function getScheduledInvoices()
+    {
+        return ProjectInvoiceTerm::with('project')
+            ->whereNotIn('status', ['sent', 'paid'])
+            ->get();
+    }
+
+    public function getScheduledInvoicesForMail()
+    {
+        $currentDate = Carbon::now();
+
+        return ProjectInvoiceTerm::where('invoice_date', '<=', Carbon::now()->addDays(config('constants.finance.scheduled-invoice.finance-team-invoice-reminder-days')))
+            ->whereNotIn('status', ['sent', 'paid'])
+            ->whereMonth('invoice_date', strval($currentDate->month))
+            ->with('project')
+            ->get();
+    }
+
     private function setInvoiceNumber($invoice, $sent_date)
     {
         $invoice->invoice_number = $this->getInvoiceNumber($invoice->client_id, $invoice->project_id, $sent_date, $invoice->billing_level);

Modules/Project/Console/DeliveryReportReminder.php

@@ -0,0 +1,39 @@
+<?php
+
+namespace Modules\Project\Console;
+
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Mail;
+use Modules\Project\Emails\DeliveryReportReminderMail;
+use Modules\Project\Services\ProjectService;
+
+class DeliveryReportReminder extends Command
+{
+    /**
+     * The console command name.
+     *
+     * @var string
+     */
+    protected $signature = 'project:send-pending-delivery-report-reminder';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Send reminders about pending delivery reports to key account managers.';
+
+    /**
+     * Execute the console command.
+     *
+     * @return void
+     */
+    public function handle()
+    {
+        $service = app(ProjectService::class);
+        $keyAccountManagers = $service->getPendingDeliveryReportInvoices();
+        foreach ($keyAccountManagers as $keyAccountManager) {
+            Mail::send(new DeliveryReportReminderMail($keyAccountManager));
+        }
+    }
+}

Modules/Project/Database/Migrations/2024_06_21_103448_create_project_invoice_terms.php

@@ -0,0 +1,45 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+class CreateProjectInvoiceTerms extends Migration
+{
+    /**
+     * Run the migrations.
+     *
+     * @return void
+     */
+    public function up()
+    {
+        Schema::create('project_invoice_terms', function (Blueprint $table) {
+            $table->id();
+            $table->unsignedBigInteger('project_id');
+            $table->unsignedBigInteger('invoice_id')->nullable();
+            $table->date('invoice_date')->nullable();
+            $table->decimal('amount', 10, 2)->nullable();
+            $table->string('status')->nullable();
+            $table->boolean('client_acceptance_required')->nullable();
+            $table->boolean('is_accepted')->nullable();
+            $table->boolean('report_required')->nullable();
+            $table->string('delivery_report')->nullable();
+            $table->timestamps();
+
+            $table->foreign('project_id')->references('id')->on('projects')->onDelete('cascade');
+            $table->foreign('invoice_id')->references('id')->on('invoices')->onDelete('cascade');
+            $table->index('project_id');
+            $table->index('invoice_id');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     *
+     * @return void
+     */
+    public function down()
+    {
+        Schema::dropIfExists('project_invoice_terms');
+    }
+}

Modules/Project/Emails/DeliveryReportReminderMail.php

@@ -0,0 +1,37 @@
+<?php
+
+namespace Modules\Project\Emails;
+
+use Illuminate\Bus\Queueable;
+use Illuminate\Mail\Mailable;
+use Illuminate\Queue\SerializesModels;
+
+class DeliveryReportReminderMail extends Mailable
+{
+    use Queueable, SerializesModels;
+
+    public $keyAccountManager;
+
+    /**
+     * Create a new message instance.
+     *
+     * @return void
+     */
+    public function __construct($keyAccountManager)
+    {
+        $this->keyAccountManager = $keyAccountManager;
+    }
+
+    /**
+     * Build the message.
+     *
+     * @return $this
+     */
+    public function build()
+    {
+        return $this->subject('Action Required: Missing Delivery Reports for Scheduled Invoices')
+                    ->from(config('mail.from.address'))
+                    ->to($this->keyAccountManager->email)
+                    ->view('project::mail.delivery-report-reminder');
+    }
+}