Implement Payment Plan Feature for Flexible Invoice

app/Filament/Resources/PaymentPlanResource.php

@@ -0,0 +1,76 @@
+
+
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\PaymentPlanResource\Pages;
+use App\Models\PaymentPlan;
+use Filament\Forms;
+use Filament\Resources\Resource;
+use Filament\Tables;
+
+class PaymentPlanResource extends Resource
+{
+    protected static ?string $model = PaymentPlan::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-calendar';
+
+    public static function form(Forms\Form $form): Forms\Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Select::make('invoice_id')
+                    ->relationship('invoice', 'invoice_number')
+                    ->required(),
+                Forms\Components\TextInput::make('total_installments')
+                    ->required()
+                    ->numeric()
+                    ->minValue(2),
+                Forms\Components\Select::make('frequency')
+                    ->options([
+                        'weekly' => 'Weekly',
+                        'monthly' => 'Monthly',
+                        'quarterly' => 'Quarterly',
+                    ])
+                    ->required(),
+                Forms\Components\DatePicker::make('start_date')
+                    ->required(),
+            ]);
+    }
+
+    public static function table(Tables\Table $table): Tables\Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('invoice.invoice_number'),
+                Tables\Columns\TextColumn::make('total_installments'),
+                Tables\Columns\TextColumn::make('installment_amount'),
+                Tables\Columns\TextColumn::make('frequency'),
+                Tables\Columns\TextColumn::make('status'),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make(),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListPaymentPlans::route('/'),
+            'create' => Pages\CreatePaymentPlan::route('/create'),
+            'edit' => Pages\EditPaymentPlan::route('/{record}/edit'),
+        ];
+    }
+}

app/Models/Invoice.php

@@ -21,6 +21,8 @@ class Invoice extends Model
         'total_amount',
         'currency',
         'status',
+        'parent_invoice_id',
+        'is_installment',
     ];
 
     public function currency()
@@ -33,8 +35,53 @@ public function customer()
         return $this->belongsTo(Customer::class);
     }
 
+    public function paymentPlan()
+    {
+        return $this->hasOne(PaymentPlan::class);
+    }
+
+    public function parentInvoice()
+    {
+        return $this->belongsTo(Invoice::class, 'parent_invoice_id');
+    }
+
+    public function installments()
+    {
+        return $this->hasMany(Invoice::class, 'parent_invoice_id');
+    }
+
     public function sendInvoiceEmail()
     {
         Mail::to($this->customer->email)->send(new InvoiceGenerated($this));
     }
+
+    public function createPaymentPlan($totalInstallments, $frequency = 'monthly')
+    {
+        if ($this->is_installment) {
+            throw new \Exception('Cannot create payment plan for an installment invoice');
+        }
+
+        $installmentAmount = round($this->total_amount / $totalInstallments, 2);
+        $startDate = now();
+
+        return PaymentPlan::create([
+            'invoice_id' => $this->id,
+            'total_installments' => $totalInstallments,
+            'installment_amount' => $installmentAmount,
+            'frequency' => $frequency,
+            'start_date' => $startDate,
+            'next_due_date' => $this->calculateNextDueDate($startDate, $frequency),
+            'status' => 'active',
+        ]);
+    }
+
+    private function calculateNextDueDate($date, $frequency)
+    {
+        return match($frequency) {
+            'weekly' => $date->addWeek(),
+            'monthly' => $date->addMonth(),
+            'quarterly' => $date->addMonths(3),
+            default => $date->addMonth(),
+        };
+    }
 }

app/Models/PaymentPlan.php

@@ -0,0 +1,40 @@
+
+
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use App\Traits\HasTeam;
+
+class PaymentPlan extends Model
+{
+    use HasFactory;
+    use HasTeam;
+
+    protected $fillable = [
+        'invoice_id',
+        'total_installments',
+        'installment_amount',
+        'frequency',
+        'start_date',
+        'next_due_date',
+        'status',
+    ];
+
+    protected $casts = [
+        'start_date' => 'datetime',
+        'next_due_date' => 'datetime',
+    ];
+
+    public function invoice()
+    {
+        return $this->belongsTo(Invoice::class);
+    }
+
+    public function installments()
+    {
+        return $this->hasMany(Invoice::class, 'parent_invoice_id');
+    }
+}

app/Services/BillingService.php

@@ -16,10 +16,14 @@
 class BillingService
 {
     protected $serviceProvisioningService;
+    protected $paymentPlanService;
 
-    public function __construct(ServiceProvisioningService $serviceProvisioningService)
-    {
+    public function __construct(
+        ServiceProvisioningService $serviceProvisioningService,
+        PaymentPlanService $paymentPlanService = null
+    ) {
         $this->serviceProvisioningService = $serviceProvisioningService;
+        $this->paymentPlanService = $paymentPlanService ?? new PaymentPlanService($this);
     }
 
     public function generateInvoice(Subscription $subscription)
@@ -53,6 +57,20 @@ public function generateInvoice(Subscription $subscription)
 
         return $invoice;
     }
+
+    public function setupPaymentPlan(Invoice $invoice, $totalInstallments, $frequency = 'monthly')
+    {
+        if ($invoice->paymentPlan) {
+            throw new \Exception('Invoice already has a payment plan');
+        }
+
+        return $invoice->createPaymentPlan($totalInstallments, $frequency);
+    }
+
+    public function processPaymentPlans()
+    {
+        $this->paymentPlanService->processPaymentPlans();
+    }
 
     public function convertCurrency($amount, $fromCurrency, $toCurrency)
     {

app/Services/PaymentPlanService.php

@@ -0,0 +1,76 @@
+
+
+<?php
+
+namespace App\Services;
+
+use App\Models\Invoice;
+use App\Models\PaymentPlan;
+use Carbon\Carbon;
+
+class PaymentPlanService
+{
+    protected $billingService;
+
+    public function __construct(BillingService $billingService)
+    {
+        $this->billingService = $billingService;
+    }
+
+    public function createInstallmentInvoice(PaymentPlan $paymentPlan)
+    {
+        $parentInvoice = $paymentPlan->invoice;
+
+        $installmentInvoice = Invoice::create([
+            'customer_id' => $parentInvoice->customer_id,
+            'invoice_number' => $this->generateInstallmentNumber($parentInvoice),
+            'issue_date' => now(),
+            'due_date' => $paymentPlan->next_due_date,
+            'total_amount' => $paymentPlan->installment_amount,
+            'currency' => $parentInvoice->currency,
+            'status' => 'pending',
+            'parent_invoice_id' => $parentInvoice->id,
+            'is_installment' => true,
+        ]);
+
+        $paymentPlan->update([
+            'next_due_date' => $this->calculateNextDueDate(
+                $paymentPlan->next_due_date,
+                $paymentPlan->frequency
+            ),
+        ]);
+
+        return $installmentInvoice;
+    }
+
+    public function processPaymentPlans()
+    {
+        $activePlans = PaymentPlan::where('status', 'active')
+            ->where('next_due_date', '<=', now())
+            ->get();
+
+        foreach ($activePlans as $plan) {
+            $this->createInstallmentInvoice($plan);
+
+            if ($plan->installments->count() >= $plan->total_installments) {
+                $plan->update(['status' => 'completed']);
+            }
+        }
+    }
+
+    private function generateInstallmentNumber(Invoice $parentInvoice)
+    {
+        $count = $parentInvoice->installments()->count() + 1;
+        return $parentInvoice->invoice_number . "-INST{$count}";
+    }
+
+    private function calculateNextDueDate($date, $frequency)
+    {
+        return match($frequency) {
+            'weekly' => Carbon::parse($date)->addWeek(),
+            'monthly' => Carbon::parse($date)->addMonth(),
+            'quarterly' => Carbon::parse($date)->addMonths(3),
+            default => Carbon::parse($date)->addMonth(),
+        };
+    }
+}

database/migrations/2024_01_25_000001_create_payment_plans_table.php

@@ -0,0 +1,39 @@
+
+
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('payment_plans', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('invoice_id')->constrained()->onDelete('cascade');
+            $table->integer('total_installments');
+            $table->decimal('installment_amount', 10, 2);
+            $table->string('frequency');
+            $table->timestamp('start_date');
+            $table->timestamp('next_due_date');
+            $table->string('status')->default('active');
+            $table->timestamps();
+        });
+
+        Schema::table('invoices', function (Blueprint $table) {
+            $table->foreignId('parent_invoice_id')->nullable()->constrained('invoices')->onDelete('cascade');
+            $table->boolean('is_installment')->default(false);
+        });
+    }
+
+    public function down()
+    {
+        Schema::table('invoices', function (Blueprint $table) {
+            $table->dropForeign(['parent_invoice_id']);
+            $table->dropColumn(['parent_invoice_id', 'is_installment']);
+        });
+        Schema::dropIfExists('payment_plans');
+    }
+};