Tax Period Tests

app/Http/ValidationRules/Account/BlackListRule.php

@@ -22,6 +22,7 @@ class BlackListRule implements ValidationRule
 {
     /** Bad domains +/- disposable email domains */
     private array $blacklist = [
+        "moonfee.com",
         "edus2.us",
         "educj.org",
         "edu0.org",

app/Listeners/Invoice/InvoiceTransactionEventEntry.php

@@ -17,6 +17,10 @@ use App\Models\Invoice;
 use App\Models\TransactionEvent;
 use Illuminate\Support\Collection;
 use App\DataMapper\TransactionEventMetadata;
+/**
+ * Handles entries for invoices.
+ * Used for end of month aggregation of accrual accounting.
+ */
 class InvoiceTransactionEventEntry
 {
 

app/Listeners/Invoice/InvoiceTransactionEventEntryCash.php

@@ -13,17 +13,14 @@
 namespace App\Listeners\Invoice;
 
 use App\Models\Invoice;
-use App\Models\Activity;
 use App\Models\TransactionEvent;
 use Illuminate\Support\Collection;
-use App\DataMapper\TaxReport\TaxDetail;
-use App\DataMapper\TaxReport\TaxReport;
-use App\DataMapper\TaxReport\TaxSummary;
-use App\Repositories\ActivityRepository;
-use Illuminate\Contracts\Queue\ShouldQueue;
 use App\DataMapper\TransactionEventMetadata;
-use Illuminate\Queue\Middleware\WithoutOverlapping;
 
+/**
+ * Handles entries for vanilla payments on an invoice.
+ * Used for end of month aggregation of cash payments.
+ */
 class InvoiceTransactionEventEntryCash
 {
     private Collection $payments;
@@ -91,95 +88,9 @@ class InvoiceTransactionEventEntryCash
         return round($amount * $this->paid_ratio, 2);
     }
 
-    /**
-     * Existing tax details are not deleted, but pending taxes are set to 0
-     *
-     * @param  mixed $invoice
-     */
-    // private function getCancelledMetaData($invoice)
-    // {
-
-    //     $calc = $invoice->calc();
-
-    //     $details = [];
-
-    //     $taxes = array_merge($calc->getTaxMap()->merge($calc->getTotalTaxMap())->toArray());
-
-    //     foreach ($taxes as $tax) {
-    //         $tax_detail = [
-    //             'tax_name' => $tax['name'],
-    //             'tax_rate' => $tax['tax_rate'],
-    //             'taxable_amount' => $tax['base_amount'] ?? $calc->getNetSubtotal(),
-    //             'tax_amount' => $this->calculateRatio($tax['total']),
-    //             'tax_amount_paid' => $this->calculateRatio($tax['total']),
-    //             'tax_amount_remaining' => 0,
-    //         ];
-    //         $details[] = $tax_detail;
-    //     }
-
-    //     return new TransactionEventMetadata([
-    //         'tax_report' => [
-    //             'tax_details' => $details,
-    //             'payment_history' => $this->payments->toArray(),
-    //             'tax_summary' => [
-    //                 'total_taxes' => $invoice->total_taxes,
-    //                 'total_paid' => $this->getTotalTaxPaid($invoice),
-    //                 'status' => 'cancelled',
-    //             ],
-    //         ],
-    //     ]);
-
-    // }
-
-    /**
-     * Set all tax details to 0
-     *
-     * @param  mixed $invoice
-     */
-    // private function getDeletedMetaData($invoice)
-    // {
-
-    //     $calc = $invoice->calc();
-
-    //     $details = [];
-
-    //     $taxes = array_merge($calc->getTaxMap()->merge($calc->getTotalTaxMap())->toArray());
-
-    //     foreach ($taxes as $tax) {
-    //         $tax_detail = [
-    //             'tax_name' => $tax['name'],
-    //             'tax_rate' => $tax['tax_rate'],
-    //             'taxable_amount' => $tax['base_amount'] ?? $calc->getNetSubtotal(),
-    //             'tax_amount' => $tax['total'],
-    //             'tax_amount_paid' => $this->calculateRatio($tax['total']),
-    //             'tax_amount_remaining' => 0,
-    //         ];
-    //         $details[] = $tax_detail;
-    //     }
-
-    //     return new TransactionEventMetadata([
-    //         'tax_report' => [
-    //             'tax_details' => $details,
-    //             'payment_history' => $this->payments->toArray(),
-    //             'tax_summary' => [
-    //                 'total_taxes' => $invoice->total_taxes,
-    //                 'total_paid' => $this->getTotalTaxPaid($invoice),0,
-    //                 'status' => 'deleted',
-    //             ],
-    //         ],
-    //     ]);
-
-    // }
-
     private function getMetadata($invoice)
     {
 
-        // if ($invoice->status_id == Invoice::STATUS_CANCELLED) {
-        //     return $this->getCancelledMetaData($invoice);
-        // } elseif ($invoice->is_deleted) {
-        //     return $this->getDeletedMetaData($invoice);
-        // }
-
         $calc = $invoice->calc();
 
         $details = [];
@@ -206,6 +117,9 @@ class InvoiceTransactionEventEntryCash
                     'total_taxes' => $invoice->total_taxes,
                     'total_paid' => $this->getTotalTaxPaid($invoice),
                     'status' => 'updated',
+                    'taxable_amount' => $calc->getNetSubtotal(),
+                    'adjustment' => 0,
+                    'tax_adjustment' => 0,
                 ],
             ],
         ]);

app/Listeners/Payment/PaymentTransactionEventEntry.php

@@ -173,8 +173,10 @@ class PaymentTransactionEventEntry implements ShouldQueue
                 'tax_summary' => [
                     'total_taxes' => $invoice->total_taxes,
                     'total_paid' => $this->getTotalTaxPaid($invoice),
-                    'adjustment' => round($invoice->total_taxes - $this->getTotalTaxPaid($invoice), 2) * -1,
+                    'tax_adjustment' => round($invoice->total_taxes - $this->getTotalTaxPaid($invoice), 2) * -1,
                     'status' => 'adjustment',
+                    'taxable_amount' => $calc->getNetSubtotal(),
+                    'adjustment' => 0,
                 ],
             ],
         ]);
@@ -197,7 +199,6 @@ class PaymentTransactionEventEntry implements ShouldQueue
 
         foreach ($taxes as $tax) {
 
-            
             $base_amount = $tax['base_amount'] ?? $calc->getNetSubtotal();
             
             if($this->invoice_adjustment > 0)
@@ -226,7 +227,9 @@ class PaymentTransactionEventEntry implements ShouldQueue
                 'tax_summary' => [
                     'total_taxes' => $invoice->total_taxes,
                     'total_paid' => $this->getTotalTaxPaid($invoice),
-                    'adjustment' => round($invoice->total_taxes - $this->getTotalTaxPaid($invoice), 2) * -1,
+                    'taxable_amount' => $calc->getNetSubtotal(),
+                    'adjustment' => 0,
+                    'tax_adjustment' => round($invoice->total_taxes - $this->getTotalTaxPaid($invoice), 2) * -1,
                     'status' => 'adjustment',
                 ],
             ],

tests/Feature/Export/TaxPeriodReportTest.php

@@ -498,4 +498,9 @@ class TaxPeriodReportTest extends TestCase
 
     // Updated invoices with payments in the same period
     // Updated invoices with payments in the next period
+
+    //cash accounting.
+
+    // What happens when a payment is deleted?
+    // What happens when a paid invoice is deleted?
 }