fix financial and certificates

2026-06-05 01:51:08 -04:00
parent d28d11e2e5
commit ad968eaff7
94 changed files with 9654 additions and 214 deletions
@@ -0,0 +1,136 @@
+<?php
+
+namespace App\Services\Finance;
+
+use App\Models\InvoiceInstallment;
+use App\Models\InvoiceInstallmentPlan;
+use App\Models\PaymentInstallmentAllocation;
+use Carbon\Carbon;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Schema;
+
+class InstallmentPlanService
+{
+    public function list(array $filters): array
+    {
+        $q = InvoiceInstallmentPlan::query();
+        foreach (['invoice_id','parent_id','school_year','status'] as $field) {
+            if (!empty($filters[$field])) $q->where($field, $filters[$field]);
+        }
+        return ['rows' => $q->orderByDesc('id')->paginate((int)($filters['per_page'] ?? 25))];
+    }
+
+    public function createForInvoice(int $invoiceId, array $payload, ?int $actorId): array
+    {
+        return DB::transaction(function () use ($invoiceId, $payload, $actorId) {
+            $invoice = DB::table('invoices')->where('id', $invoiceId)->first();
+            abort_if(!$invoice, 404, 'Invoice not found.');
+            $total = (float) ($payload['total_amount'] ?? ($invoice->balance ?? $invoice->total_amount ?? 0));
+            $count = (int) $payload['number_of_installments'];
+            $plan = InvoiceInstallmentPlan::query()->create([
+                'invoice_id' => $invoiceId,
+                'parent_id' => $invoice->parent_id,
+                'school_year' => $invoice->school_year ?? null,
+                'plan_name' => $payload['plan_name'] ?? ('Invoice #' . $invoiceId . ' installment plan'),
+                'total_amount' => $total,
+                'number_of_installments' => $count,
+                'status' => 'draft',
+                'created_by' => $actorId,
+            ]);
+
+            $firstDue = Carbon::parse($payload['first_due_date']);
+            $interval = (int) ($payload['interval_months'] ?? 1);
+            $base = floor(($total / $count) * 100) / 100;
+            $allocated = 0.0;
+            for ($i = 1; $i <= $count; $i++) {
+                $amount = $i === $count ? round($total - $allocated, 2) : $base;
+                $allocated += $amount;
+                InvoiceInstallment::query()->create([
+                    'installment_plan_id' => $plan->id,
+                    'invoice_id' => $invoiceId,
+                    'sequence' => $i,
+                    'due_date' => $firstDue->copy()->addMonths(($i - 1) * $interval)->toDateString(),
+                    'amount_due' => $amount,
+                    'amount_paid' => 0,
+                    'balance' => $amount,
+                    'status' => 'pending',
+                ]);
+            }
+
+            return $this->show($plan->id);
+        });
+    }
+
+    public function show(int $id): array
+    {
+        $plan = InvoiceInstallmentPlan::query()->findOrFail($id)->toArray();
+        $plan['installments'] = InvoiceInstallment::query()->where('installment_plan_id', $id)->orderBy('sequence')->get()->toArray();
+        return $plan;
+    }
+
+    public function activate(int $id, ?int $actorId): array
+    {
+        $plan = InvoiceInstallmentPlan::query()->findOrFail($id);
+        $plan->fill(['status' => 'active', 'approved_by' => $actorId])->save();
+        InvoiceInstallment::query()->where('installment_plan_id', $id)->where('status', 'pending')->update(['status' => 'due']);
+        return $this->show($id);
+    }
+
+    public function cancel(int $id): array
+    {
+        InvoiceInstallmentPlan::query()->whereKey($id)->update(['status' => 'cancelled']);
+        InvoiceInstallment::query()->where('installment_plan_id', $id)->whereNotIn('status', ['paid'])->update(['status' => 'cancelled']);
+        return $this->show($id);
+    }
+
+    public function allocatePayment(int $paymentId, array $payload): array
+    {
+        return DB::transaction(function () use ($paymentId, $payload) {
+            $payment = DB::table('payments')->where('id', $paymentId)->first();
+            abort_if(!$payment, 404, 'Payment not found.');
+            $allocations = $payload['installments'] ?? null;
+            if (!$allocations) {
+                $remaining = (float) ($payment->paid_amount ?? 0);
+                $installments = InvoiceInstallment::query()->where('invoice_id', $payment->invoice_id)->where('balance', '>', 0)->orderBy('due_date')->lockForUpdate()->get();
+                $allocations = [];
+                foreach ($installments as $inst) {
+                    if ($remaining <= 0) break;
+                    $amount = min($remaining, (float) $inst->balance);
+                    $allocations[] = ['installment_id' => $inst->id, 'amount' => $amount];
+                    $remaining -= $amount;
+                }
+            }
+
+            $created = [];
+            foreach ($allocations as $a) {
+                $inst = InvoiceInstallment::query()->lockForUpdate()->findOrFail($a['installment_id']);
+                $amount = min((float) $a['amount'], (float) $inst->balance);
+                if ($amount <= 0) continue;
+                $created[] = PaymentInstallmentAllocation::query()->create([
+                    'payment_id' => $paymentId,
+                    'invoice_id' => $inst->invoice_id,
+                    'installment_id' => $inst->id,
+                    'amount' => $amount,
+                ])->toArray();
+                $inst->amount_paid = (float) $inst->amount_paid + $amount;
+                $inst->balance = max(0, (float) $inst->amount_due - (float) $inst->amount_paid);
+                $inst->status = $inst->balance <= 0 ? 'paid' : 'partially_paid';
+                $inst->paid_at = $inst->balance <= 0 ? now() : null;
+                $inst->save();
+            }
+            return ['allocations' => $created];
+        });
+    }
+
+    public function due(bool $overdue = false): array
+    {
+        $q = InvoiceInstallment::query()->where('balance', '>', 0);
+        $overdue ? $q->whereDate('due_date', '<', now()->toDateString()) : $q->whereDate('due_date', '>=', now()->toDateString());
+        return ['rows' => $q->orderBy('due_date')->get()->toArray()];
+    }
+
+    public function markOverdue(): int
+    {
+        return InvoiceInstallment::query()->where('balance', '>', 0)->whereDate('due_date', '<', now()->toDateString())->whereNotIn('status', ['paid','cancelled','waived'])->update(['status' => 'overdue']);
+    }
+}