Merge pull request #3791 from turbo124/v2

Fixes for payments affecting the client ledger balance

README.md

@@ -26,7 +26,7 @@ npm i
 npm run production
 ```
 
-Please Note: Your APP_KEY in the .env file is used to encrypt data, if you loose this you will not be able to run the application.
+Please Note: Your APP_KEY in the .env file is used to encrypt data, if you lose this you will not be able to run the application.
 
 Run if you want to load sample data, remember to configure .env
 ```

app/Http/Controllers/BaseController.php

@@ -291,7 +291,7 @@ class BaseController extends Controller
          * Thresholds for displaying large account on first load
          */
         if (request()->has('first_load') && request()->input('first_load') == 'true') {
-            if (auth()->user()->getCompany()->invoices->count() > 1000) {
+            if (auth()->user()->getCompany()->invoices->count() > 1000 || auth()->user()->getCompany()->products->count() > 1000) {
                 $data = $mini_load;
             } else {
                 $data = $first_load;

app/Http/Controllers/CompanyController.php

@@ -11,6 +11,7 @@
 
 namespace App\Http\Controllers;
 
+use App\DataMapper\CompanySettings;
 use App\DataMapper\DefaultSettings;
 use App\Http\Requests\Company\CreateCompanyRequest;
 use App\Http\Requests\Company\DestroyCompanyRequest;
@@ -218,6 +219,7 @@ class CompanyController extends BaseController
             'is_locked' => 0,
             'permissions' => '',
             'settings' => null,
+            'notifications' => CompanySettings::notificationDefaults(),
             //'settings' => DefaultSettings::userSettings(),
         ]);
 

app/Http/Controllers/InvoiceController.php

@@ -662,6 +662,13 @@ class InvoiceController extends BaseController
             case 'download':
                     return response()->download(TempFile::path($invoice->pdf_file_path()), basename($invoice->pdf_file_path()));
                 break;
+            case 'restore':
+                $this->invoice_repo->restore($invoice);
+
+                if (!$bulk) {
+                    return $this->listResponse($invoice);
+                }
+                break;
             case 'archive':
                 $this->invoice_repo->archive($invoice);
 

app/Http/Requests/Payment/UpdatePaymentRequest.php

@@ -38,6 +38,7 @@ class UpdatePaymentRequest extends Request
     {
         return [
             'invoices' => ['required','array','min:1',new PaymentAppliedValidAmount,new ValidCreditsPresentRule],
+            'invoices.*.invoice_id' => 'distinct',
             'documents' => 'mimes:png,ai,svg,jpeg,tiff,pdf,gif,psd,txt,doc,xls,ppt,xlsx,docx,pptx',
         ];
     }
@@ -77,4 +78,11 @@ class UpdatePaymentRequest extends Request
         }
         $this->replace($input);
     }
+
+    public function messages()
+    {
+        return [
+            'distinct' => 'Attemping duplicate payment on the same invoice Invoice',
+        ];
+    }
 }

app/Listeners/Invoice/UpdateInvoiceActivity.php

@@ -50,7 +50,8 @@ class UpdateInvoiceActivity implements ShouldQueue
         $fields->user_id = $event->invoice->user_id;
         $fields->company_id = $event->invoice->company_id;
         $fields->activity_type_id = Activity::UPDATE_INVOICE;
-
+        $fields->invoice_id = $event->invoice->id;
+        
         $this->activity_repo->save($fields, $event->invoice);
     }
 }

app/Models/Client.php

@@ -251,12 +251,12 @@ class Client extends BaseModel implements HasLocalePreference
      * @param  float $amount Adjustment amount
      * @return Client
      */
-    public function processUnappliedPayment($amount) :Client
-    {
-        return $this->service()->updatePaidToDate($amount)
-                                ->adjustCreditBalance($amount)
-                                ->save();
-    }
+    // public function processUnappliedPayment($amount) :Client
+    // {
+    //     return $this->service()->updatePaidToDate($amount)
+    //                             ->adjustCreditBalance($amount)
+    //                             ->save();
+    // }
 
     /**
      *

app/Models/Presenters/ClientPresenter.php

@@ -25,15 +25,20 @@ class ClientPresenter extends EntityPresenter
      */
     public function name()
     {
+        if($this->entity->name)
+            return $this->entity->name;
+
         $contact = $this->entity->primary_contact->first();
 
         $contact_name = 'No Contact Set';
 
-        if ($contact) {
+        if ($contact && (strlen($contact->first_name) >=1 || strlen($contact->last_name) >=1)) {
             $contact_name = $contact->first_name. ' '. $contact->last_name;
         }
+        elseif($contact && (strlen($contact->email)))
+            $contact_name = $contact->email;
 
-        return $this->entity->name ?: $contact_name;
+        return $contact_name;
     }
 
     public function primary_contact_name()

app/Repositories/BaseRepository.php

@@ -263,7 +263,7 @@ class BaseRepository
                     //make sure we are creating an invite for a contact who belongs to the client only!
                     $contact = ClientContact::find($invitation['client_contact_id']);
 
-                    if ($model->client_id == $contact->client_id);
+                    if ($contact && $model->client_id == $contact->client_id);
                     {
                         $new_invitation = $invitation_factory_class::create($model->company_id, $model->user_id);
                         $new_invitation->{$lcfirst_resource_id} = $model->id;

app/Repositories/PaymentRepository.php

@@ -46,7 +46,6 @@ class PaymentRepository extends BaseRepository
     /**
      * Saves and updates a payment. //todo refactor to handle refunds and payments.
      *
-     *
      * @param array $data the request object
      * @param Payment $payment The Payment object
      * @return Payment|null Payment $payment
@@ -57,61 +56,85 @@ class PaymentRepository extends BaseRepository
             return $this->applyPayment($data, $payment);
         }
 
-        return $this->refundPayment($data, $payment);
+        return $payment;
     }
 
     /**
      * Handles a positive payment request
-     * @param array $data The data object
-     * @param Payment $payment The $payment entity
+     * @param  array $data      The data object
+     * @param  Payment $payment The $payment entity
      * @return Payment          The updated/created payment object
      */
     private function applyPayment(array $data, Payment $payment): ?Payment
     {
+
         //check currencies here and fill the exchange rate data if necessary
         if (!$payment->id) {
             $this->processExchangeRates($data, $payment);
+
+            /*We only update the paid to date ONCE per payment*/
+            if (array_key_exists('invoices', $data) && is_array($data['invoices']) && count($data['invoices']) > 0) {
+
+                if($data['amount'] == '')
+                    $data['amount'] = array_sum(array_column($data['invoices'], 'amount'));
+                
+                $client = Client::find($data['client_id']);
+                $client->service()->updatePaidToDate($data['amount'])->save();
+
+            }
         }
 
+        /*Fill the payment*/
         $payment->fill($data);
-
         $payment->status_id = Payment::STATUS_COMPLETED;
-
         $payment->save();
 
+
+        /*Ensure payment number generated*/
         if (!$payment->number || strlen($payment->number) == 0) {
             $payment->number = $payment->client->getNextPaymentNumber($payment->client);
         }
 
-        $payment->client->service()->updatePaidToDate($payment->amount)->save();
-
         $invoice_totals = 0;
         $credit_totals = 0;
 
-        if (array_key_exists('invoices', $data) && is_array($data['invoices'])) {
+        /*Iterate through invoices and apply payments*/
+        if (array_key_exists('invoices', $data) && is_array($data['invoices']) && count($data['invoices']) > 0) {
             $invoice_totals = array_sum(array_column($data['invoices'], 'amount'));
 
             $invoices = Invoice::whereIn('id', array_column($data['invoices'], 'invoice_id'))->get();
 
             $payment->invoices()->saveMany($invoices);
 
+            info("iterating through payment invoices");
+
             foreach ($data['invoices'] as $paid_invoice) {
-                $invoice = Invoice::whereId($paid_invoice['invoice_id'])->first();
+
+                $invoice = Invoice::whereId($paid_invoice['invoice_id'])->with('client')->first();
+
+                info("current client balance = {$invoice->client->balance}");
 
                 if ($invoice) {
-                    $invoice->service()->applyPayment($payment, $paid_invoice['amount'])->save();
+                
+                    info("apply payment amount {$paid_invoice['amount']}");
+                    
+                    $invoice = $invoice->service()->markSent()->applyPayment($payment, $paid_invoice['amount'])->save();
+
+                    info("after processing invoice the client balance is now {$invoice->client->balance}");
+
                 }
+
+                
             }
         } else {
-            //payment is made, but not to any invoice, therefore we are applying the payment to the clients credit
-            $payment->client->processUnappliedPayment($payment->amount);
+            //payment is made, but not to any invoice, therefore we are applying the payment to the clients paid_to_date only
+            $payment->client->service()->updatePaidToDate($payment->amount)->save(); 
         }
 
         if (array_key_exists('credits', $data) && is_array($data['credits'])) {
             $credit_totals = array_sum(array_column($data['credits'], 'amount'));
 
             $credits = Credit::whereIn('id', $this->transformKeys(array_column($data['credits'], 'credit_id')))->get();
-
             $payment->credits()->saveMany($credits);
 
             foreach ($data['credits'] as $paid_credit) {
@@ -136,57 +159,9 @@ class PaymentRepository extends BaseRepository
         }
 
         $payment->save();
-
         return $payment->fresh();
     }
 
-    /**
-     * @deprecated Refundable trait replaces this.
-     */
-    private function refundPayment(array $data, Payment $payment): string
-    {
-        // //temp variable to sum the total refund/credit amount
-        // $invoice_total_adjustment = 0;
-
-        // if (array_key_exists('invoices', $data) && is_array($data['invoices'])) {
-
-        //     foreach ($data['invoices'] as $adjusted_invoice) {
-
-        //         $invoice = Invoice::whereId($adjusted_invoice['invoice_id'])->first();
-
-        //         $invoice_total_adjustment += $adjusted_invoice['amount'];
-
-        //         if (array_key_exists('credits', $adjusted_invoice)) {
-
-        //             //process and insert credit notes
-        //             foreach ($adjusted_invoice['credits'] as $credit) {
-
-        //                 $credit = $this->credit_repo->save($credit, CreditFactory::create(auth()->user()->id, auth()->user()->id), $invoice);
-
-        //             }
-
-        //         } else {
-        //             //todo - generate Credit Note for $amount on $invoice - the assumption here is that it is a FULL refund
-        //         }
-
-        //     }
-
-        //     if (array_key_exists('amount', $data) && $data['amount'] != $invoice_total_adjustment)
-        //         return 'Amount must equal the sum of invoice adjustments';
-        // }
-
-
-        // //adjust applied amount
-        // $payment->applied += $invoice_total_adjustment;
-
-        // //adjust clients paid to date
-        // $client = $payment->client;
-        // $client->paid_to_date += $invoice_total_adjustment;
-
-        // $payment->save();
-        // $client->save();
-    }
-
 
     /**
      * If the client is paying in a currency other than

app/Services/Invoice/ApplyPayment.php

@@ -37,7 +37,14 @@ class ApplyPayment extends AbstractService
              ->ledger()
              ->updatePaymentBalance($this->payment_amount*-1);
 
-        $this->payment->client->service()->updateBalance($this->payment_amount*-1)->save();
+        info("apply paymenet method - current client balance = {$this->payment->client->balance}");
+
+        info("reducing client balance by payment amount {$this->payment_amount}");
+
+        $this->invoice->client->service()->updateBalance($this->payment_amount*-1)->save();
+//        $this->invoice->client->service()->updateBalance($this->payment_amount*-1)->updatePaidToDate($this->payment_amount)->save();
+
+        info("post client balance = {$this->invoice->client->balance}");
 
         /* Update Pivot Record amount */
         $this->payment->invoices->each(function ($inv) {
@@ -47,6 +54,10 @@ class ApplyPayment extends AbstractService
             }
         });
 
+        $this->invoice->fresh('client');
+
+        info("1 end of apply payment method the client balnace = {$this->invoice->client->balance}");
+
         if ($this->invoice->hasPartial()) {
             //is partial and amount is exactly the partial amount
             if ($this->invoice->partial == $this->payment_amount) {
@@ -61,9 +72,11 @@ class ApplyPayment extends AbstractService
         } elseif ($this->payment_amount < $this->invoice->balance) { //partial invoice payment made
             $this->invoice->service()->clearPartial()->setStatus(Invoice::STATUS_PARTIAL)->updateBalance($this->payment_amount*-1);
         }
+        info("2 end of apply payment method the client balnace = {$this->invoice->client->balance}");
 
         $this->invoice->service()->applyNumber()->save();
 
+        info("3 end of apply payment method the client balnace = {$this->invoice->client->balance}");
         return $this->invoice;
     }
 }

app/Services/Invoice/MarkSent.php

@@ -48,10 +48,14 @@ class MarkSent extends AbstractService
              ->setDueDate()
              ->save();
 
+        info("marking invoice sent currently client balance = {$this->client->balance}");
+
         $this->client->service()->updateBalance($this->invoice->balance)->save();
 
+        info("after marking invoice sent currently client balance = {$this->client->balance}");
+
         $this->invoice->ledger()->updateInvoiceBalance($this->invoice->balance);
 
-        return $this->invoice;
+        return $this->invoice->fresh();
     }
 }

app/Utils/Traits/Notifications/UserNotifies.php

@@ -50,6 +50,9 @@ trait UserNotifies
         $notifiable_methods = [];
         $notifications = $company_user->notifications;
 
+        if(!$notifications)
+            return [];
+
         if ($entity->user_id == $company_user->_user_id || $entity->assigned_user_id == $company_user->user_id) {
             array_push($required_permissions, "all_user_notifications");
         }

database/factories/AccountFactory.php

@@ -7,5 +7,6 @@ $factory->define(App\Models\Account::class, function (Faker $faker) {
     return [
         'default_company_id' => 1,
         'key' => Str::random(32),
+        'report_errors' => 1,
     ];
 });

tests/Integration/CompanyLedgerTest.php

@@ -171,6 +171,7 @@ class CompanyLedgerTest extends TestCase
 
         $invoice = Invoice::find($this->decodePrimaryKey($acc['data']['id']));
 
+        //client->balance should = 10
         $invoice->service()->markSent()->save();
 
         $this->assertEquals($invoice->client->balance, 10);
@@ -193,6 +194,7 @@ class CompanyLedgerTest extends TestCase
         $invoice = Invoice::find($this->decodePrimaryKey($acc['data']['id']));
         $invoice->service()->markSent()->save();
 
+        //client balance should = 20
         $this->assertEquals($invoice->client->balance, 20);
         $invoice_ledger = $invoice->company_ledger->sortByDesc('id')->first();
 
@@ -211,7 +213,6 @@ class CompanyLedgerTest extends TestCase
                 ],
             ],
             'date' => '2020/12/11',
-
         ];
 
         $response = $this->withHeaders([
@@ -224,7 +225,8 @@ class CompanyLedgerTest extends TestCase
         $payment = Payment::find($this->decodePrimaryKey($acc['data']['id']));
 
         $payment_ledger = $payment->company_ledger->sortByDesc('id')->first();
-        $invoice->fresh();
+
+info($payment->client->balance);
 
         $this->assertEquals($payment->client->balance, $payment_ledger->balance);
         $this->assertEquals($payment->client->paid_to_date, 10);