Rollback for nexus on invoice

app/Casts/InvoiceSyncCast.php

@@ -19,7 +19,6 @@ class InvoiceSyncCast implements CastsAttributes
 {
     public function get($model, string $key, $value, array $attributes)
     {
-
         if (is_null($value)) {
             return null; // Return null if the value is null
         }
@@ -37,21 +36,21 @@ class InvoiceSyncCast implements CastsAttributes
 
     public function set($model, string $key, $value, array $attributes)
     {
-
-
-
         if (is_null($value)) {
             return [$key => null];
         }
 
-
+        $data = [
-
+            'qb_id' => $value->qb_id,
-        return [
-            $key => json_encode([
-                'qb_id' => $value->qb_id,
-            ])
         ];
 
+        // Handle structured nested object
+        if ($value->tax_report !== null) {
+            $data['tax_report'] = $value->tax_report->toArray();
+        }
 
+        return [
+            $key => json_encode($data)
+        ];
     }
 }

app/DataMapper/InvoiceSync.php

@@ -21,12 +21,14 @@ use Illuminate\Contracts\Database\Eloquent\Castable;
 class InvoiceSync implements Castable
 {
     public string $qb_id;
+    public ?TaxReport $tax_report; // Structured nested object
 
     public function __construct(array $attributes = [])
     {
-
         $this->qb_id = $attributes['qb_id'] ?? '';
-
+        $this->tax_report = isset($attributes['tax_report']) 
+            ? new TaxReport($attributes['tax_report']) 
+            : null; // Handle structured nested object
     }
 
     /**
@@ -44,3 +46,256 @@ class InvoiceSync implements Castable
         return new self($data);
     }
 }
+
+/**
+ * Tax report object for InvoiceSync - tracks incremental tax history
+ */
+class TaxReport
+{
+    public string $nexus;
+    public string $country_nexus;
+    public string $report_period; // e.g., "2024-Q1", "2024-01"
+    public string $last_updated;
+    public ?array $tax_summary; // Summary totals
+    public ?array $tax_details; // Array of TaxDetail objects
+    public ?array $tax_adjustments; // Array of TaxAdjustment objects
+
+    public function __construct(array $attributes = [])
+    {
+        $this->nexus = $attributes['nexus'] ?? '';
+        $this->country_nexus = $attributes['country_nexus'] ?? '';
+        $this->report_period = $attributes['report_period'] ?? '';
+        $this->last_updated = $attributes['last_updated'] ?? '';
+        $this->tax_summary = isset($attributes['tax_summary']) 
+            ? new TaxSummary($attributes['tax_summary']) 
+            : null;
+        $this->tax_details = isset($attributes['tax_details']) 
+            ? array_map(fn($detail) => new TaxDetail($detail), $attributes['tax_details'])
+            : null;
+        $this->tax_adjustments = isset($attributes['tax_adjustments']) 
+            ? array_map(fn($adjustment) => new TaxAdjustment($adjustment), $attributes['tax_adjustments'])
+            : null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'nexus' => $this->nexus,
+            'country_nexus' => $this->country_nexus,
+            'report_period' => $this->report_period,
+            'last_updated' => $this->last_updated,
+            'tax_summary' => $this->tax_summary?->toArray(),
+            'tax_details' => $this->tax_details ? array_map(fn($detail) => $detail->toArray(), $this->tax_details) : null,
+            'tax_adjustments' => $this->tax_adjustments ? array_map(fn($adjustment) => $adjustment->toArray(), $this->tax_adjustments) : null,
+        ];
+    }
+}
+
+/**
+ * Tax summary with totals for different tax states
+ */
+class TaxSummary
+{
+    public float $total_collected; // Tax collected and confirmed
+    public float $total_pending; // Tax pending collection
+    public float $total_refundable; // Tax that needs to be claimed back
+    public float $total_partially_paid; // Tax partially paid
+    public float $total_adjustments; // Net adjustments
+    public float $net_tax_liability; // Final tax liability
+    public ?array $period_totals; // Totals by report period
+
+    public function __construct(array $attributes = [])
+    {
+        $this->total_collected = $attributes['total_collected'] ?? 0.0;
+        $this->total_pending = $attributes['total_pending'] ?? 0.0;
+        $this->total_refundable = $attributes['total_refundable'] ?? 0.0;
+        $this->total_partially_paid = $attributes['total_partially_paid'] ?? 0.0;
+        $this->total_adjustments = $attributes['total_adjustments'] ?? 0.0;
+        $this->net_tax_liability = $attributes['net_tax_liability'] ?? 0.0;
+        $this->period_totals = isset($attributes['period_totals']) 
+            ? array_map(fn($period) => new PeriodTotal($period), $attributes['period_totals'])
+            : null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'total_collected' => $this->total_collected,
+            'total_pending' => $this->total_pending,
+            'total_refundable' => $this->total_refundable,
+            'total_partially_paid' => $this->total_partially_paid,
+            'total_adjustments' => $this->total_adjustments,
+            'net_tax_liability' => $this->net_tax_liability,
+            'period_totals' => $this->period_totals ? array_map(fn($period) => $period->toArray(), $this->period_totals) : null,
+        ];
+    }
+}
+
+/**
+ * Period-specific tax totals
+ */
+class PeriodTotal
+{
+    public string $report_period;
+    public float $collected_in_period;
+    public float $pending_in_period;
+    public float $refundable_in_period;
+    public float $adjustments_in_period;
+
+    public function __construct(array $attributes = [])
+    {
+        $this->report_period = $attributes['report_period'] ?? '';
+        $this->collected_in_period = $attributes['collected_in_period'] ?? 0.0;
+        $this->pending_in_period = $attributes['pending_in_period'] ?? 0.0;
+        $this->refundable_in_period = $attributes['refundable_in_period'] ?? 0.0;
+        $this->adjustments_in_period = $attributes['adjustments_in_period'] ?? 0.0;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'report_period' => $this->report_period,
+            'collected_in_period' => $this->collected_in_period,
+            'pending_in_period' => $this->pending_in_period,
+            'refundable_in_period' => $this->refundable_in_period,
+            'adjustments_in_period' => $this->adjustments_in_period,
+        ];
+    }
+}
+
+/**
+ * Individual tax detail object with status tracking
+ */
+class TaxDetail
+{
+    public string $invoice_id;
+    public string $tax_type; // e.g., "state_tax", "city_tax", "county_tax"
+    public float $tax_rate;
+    public float $taxable_amount;
+    public float $tax_amount;
+    public float $tax_amount_paid; // Amount actually paid
+    public float $tax_amount_remaining; // Amount still pending
+    public string $tax_status; // "collected", "pending", "refundable", "partially_paid"
+    public string $collection_date; // When tax was collected
+    public string $due_date; // When tax is due
+    public ?array $payment_history; // Array of PaymentHistory objects
+    public ?array $metadata; // Additional tax-specific data
+
+    public function __construct(array $attributes = [])
+    {
+        $this->invoice_id = $attributes['invoice_id'] ?? '';
+        $this->tax_type = $attributes['tax_type'] ?? '';
+        $this->tax_rate = $attributes['tax_rate'] ?? 0.0;
+        $this->taxable_amount = $attributes['taxable_amount'] ?? 0.0;
+        $this->tax_amount = $attributes['tax_amount'] ?? 0.0;
+        $this->tax_amount_paid = $attributes['tax_amount_paid'] ?? 0.0;
+        $this->tax_amount_remaining = $attributes['tax_amount_remaining'] ?? 0.0;
+        $this->tax_status = $attributes['tax_status'] ?? 'pending';
+        $this->collection_date = $attributes['collection_date'] ?? '';
+        $this->due_date = $attributes['due_date'] ?? '';
+        $this->payment_history = isset($attributes['payment_history']) 
+            ? array_map(fn($payment) => new PaymentHistory($payment), $attributes['payment_history'])
+            : null;
+        $this->metadata = $attributes['metadata'] ?? null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'invoice_id' => $this->invoice_id,
+            'tax_type' => $this->tax_type,
+            'tax_rate' => $this->tax_rate,
+            'taxable_amount' => $this->taxable_amount,
+            'tax_amount' => $this->tax_amount,
+            'tax_amount_paid' => $this->tax_amount_paid,
+            'tax_amount_remaining' => $this->tax_amount_remaining,
+            'tax_status' => $this->tax_status,
+            'collection_date' => $this->collection_date,
+            'due_date' => $this->due_date,
+            'payment_history' => $this->payment_history ? array_map(fn($payment) => $payment->toArray(), $this->payment_history) : null,
+            'metadata' => $this->metadata,
+        ];
+    }
+}
+
+/**
+ * Payment history for tracking partial payments across periods
+ */
+class PaymentHistory
+{
+    public string $payment_id;
+    public string $payment_date;
+    public string $report_period; // Which period this payment belongs to
+    public float $payment_amount;
+    public float $tax_amount_paid; // Tax portion of this payment
+    public string $payment_method;
+    public string $status; // "processed", "pending", "failed"
+    public ?array $allocation_details; // How the payment was allocated
+
+    public function __construct(array $attributes = [])
+    {
+        $this->payment_id = $attributes['payment_id'] ?? '';
+        $this->payment_date = $attributes['payment_date'] ?? '';
+        $this->report_period = $attributes['report_period'] ?? '';
+        $this->payment_amount = $attributes['payment_amount'] ?? 0.0;
+        $this->tax_amount_paid = $attributes['tax_amount_paid'] ?? 0.0;
+        $this->payment_method = $attributes['payment_method'] ?? '';
+        $this->status = $attributes['status'] ?? 'processed';
+        $this->allocation_details = $attributes['allocation_details'] ?? null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'payment_id' => $this->payment_id,
+            'payment_date' => $this->payment_date,
+            'report_period' => $this->report_period,
+            'payment_amount' => $this->payment_amount,
+            'tax_amount_paid' => $this->tax_amount_paid,
+            'payment_method' => $this->payment_method,
+            'status' => $this->status,
+            'allocation_details' => $this->allocation_details,
+        ];
+    }
+}
+
+/**
+ * Tax adjustment for status changes and corrections
+ */
+class TaxAdjustment
+{
+    public string $adjustment_id;
+    public string $original_invoice_id;
+    public string $adjustment_type; // "refund", "correction", "status_change"
+    public string $adjustment_reason; // "invoice_cancelled", "tax_rate_change", "exemption_applied"
+    public float $adjustment_amount;
+    public string $adjustment_date;
+    public string $status; // "pending", "approved", "processed"
+    public ?array $supporting_documents; // References to supporting docs
+
+    public function __construct(array $attributes = [])
+    {
+        $this->adjustment_id = $attributes['adjustment_id'] ?? '';
+        $this->original_invoice_id = $attributes['original_invoice_id'] ?? '';
+        $this->adjustment_type = $attributes['adjustment_type'] ?? '';
+        $this->adjustment_reason = $attributes['adjustment_reason'] ?? '';
+        $this->adjustment_amount = $attributes['adjustment_amount'] ?? 0.0;
+        $this->adjustment_date = $attributes['adjustment_date'] ?? '';
+        $this->status = $attributes['status'] ?? 'pending';
+        $this->supporting_documents = $attributes['supporting_documents'] ?? null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'adjustment_id' => $this->adjustment_id,
+            'original_invoice_id' => $this->original_invoice_id,
+            'adjustment_type' => $this->adjustment_type,
+            'adjustment_reason' => $this->adjustment_reason,
+            'adjustment_amount' => $this->adjustment_amount,
+            'adjustment_date' => $this->adjustment_date,
+            'status' => $this->status,
+            'supporting_documents' => $this->supporting_documents,
+        ];
+    }
+}

app/Services/Report/XLS/TaxReport.php

@@ -251,11 +251,11 @@ class TaxReport
         $writer = new \PhpOffice\PhpSpreadsheet\Writer\Xlsx($this->spreadsheet);
         $writer->save($tempFile);
 
-        $writer->save('/home/david/ttx.xslx');
+        // $writer->save('/home/david/ttx.xslx');
         // Read file content
         $fileContent = file_get_contents($tempFile);
 
-        nlog($tempFile);
+        // nlog($tempFile);
         // Clean up temp file
         // unlink($tempFile);
 

tests/Feature/InvoiceTaxReportTest.php

@@ -0,0 +1,98 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace Tests\Feature;
+
+use Tests\TestCase;
+use App\Models\Client;
+use App\Models\Invoice;
+use App\Models\Project;
+use Tests\MockAccountData;
+use App\Models\Subscription;
+use App\Models\ClientContact;
+use App\Utils\Traits\MakesHash;
+use App\Models\RecurringInvoice;
+use App\Factory\InvoiceItemFactory;
+use App\Helpers\Invoice\InvoiceSum;
+use App\Repositories\InvoiceRepository;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Session;
+use Illuminate\Foundation\Testing\DatabaseTransactions;
+
+class InvoiceTaxReportTest extends TestCase
+{
+    use MakesHash;
+    use DatabaseTransactions;
+    use MockAccountData;
+
+    public $faker;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this->faker = \Faker\Factory::create();
+
+        $this->makeTestData();
+    }
+
+    public function test_tax_report_meta()
+    {
+        $client = Client::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'name' => 'Test Client',
+            'address1' => '123 Main St',
+            'city' => 'Anytown',
+            'state' => 'CA',
+            'country_id' => 840,
+            'postal_code' => '90210',
+        ]);
+
+        $client->save();
+
+        $i = Invoice::factory()->create([
+                'client_id' => $client->id,
+                'user_id' => $this->user->id,
+                'company_id' => $this->company->id,
+                'amount' => 0,
+                'balance' => 0,
+                'status_id' => 2,
+                'total_taxes' => 1,
+                'date' => now()->format('Y-m-d'),
+                'terms' => 'nada',
+                'discount' => 0,
+                'tax_rate1' => 10,
+                'tax_rate2' => 17.5,
+                'tax_rate3' => 5,
+                'tax_name1' => 'GST',
+                'tax_name2' => 'VAT',
+                'tax_name3' => 'CA Sales Tax',
+                'uses_inclusive_taxes' => false,
+                'line_items' => $this->buildLineItems(),
+            ]);
+
+        $i = $i->calc()->getInvoice();
+
+        $this->assertNotNull($i);
+
+        //test tax data object to see if we are using automated taxes.
+        if(isset($i->tax_data->geoState)){
+            $nexus = $i->tax_data->geoState;
+            $country_nexus = 'USA';
+        }
+        else {
+            $nexus = strlen($i->client->state ?? '') > 0 ? $i->client->state : $i->company->settings->state;
+            $country_nexus = strlen($i->client->state ?? '') > 0 ? $i->client->country->iso_3166_2 : $i->company->country()->iso_3166_2;
+        }
+
+    }
+}