Add invoice tax summary data

app/Casts/TransactionEventMetadataCast.php

@@ -0,0 +1,45 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Casts;
+
+use App\DataMapper\TransactionEventMetadata;
+use Illuminate\Contracts\Database\Eloquent\CastsAttributes;
+
+class TransactionEventMetadataCast implements CastsAttributes
+{
+    public function get($model, string $key, $value, array $attributes)
+    {
+        if (is_null($value)) {
+            return null;
+        }
+
+        $data = json_decode($value, true);
+
+        if (!is_array($data)) {
+            return null;
+        }
+
+        return new TransactionEventMetadata($data);
+    }
+
+    public function set($model, string $key, $value, array $attributes)
+    {
+        if (is_null($value)) {
+            return [$key => null];
+        }
+
+        return [
+            $key => json_encode($value->toArray())
+        ];
+    }
+}

app/Console/Kernel.php

@@ -34,6 +34,7 @@ use App\Jobs\Ninja\BankTransactionSync;
 use App\Jobs\Cron\RecurringExpensesCron;
 use App\Jobs\Cron\RecurringInvoicesCron;
 use App\Jobs\EDocument\EInvoicePullDocs;
+use App\Jobs\Cron\InvoiceTaxSummary;
 use Illuminate\Console\Scheduling\Schedule;
 use App\Jobs\Invoice\InvoiceCheckLateWebhook;
 use App\Jobs\Subscription\CleanStaleInvoiceOrder;
@@ -72,6 +73,32 @@ class Kernel extends ConsoleKernel
         /* Checks for scheduled tasks */
         $schedule->job(new TaskScheduler())->hourlyAt(10)->withoutOverlapping()->name('task-scheduler-job')->onOneServer();
 
+        /* Generates the tax summary for invoices */
+        $schedule->job(new InvoiceTaxSummary())->monthly('23:30')->withoutOverlapping()->name('invoice-tax-summary-job')->onOneServer();
+
+        // Run hourly over 26-hour period for complete timezone coverage
+        $schedule->job(new InvoiceTaxSummary())
+            ->hourly()
+            ->when(function () {
+                $now = now();
+                $hour = $now->hour;
+                
+                // Run for 26 hours starting from UTC 10:00 on last day of month
+                // This covers the transition period when timezones move to next month
+                if ($now->isLastOfMonth()) {
+                    // Start at UTC 10:00 (when UTC+14 moves to next day)
+                    return $hour >= 10;
+                } elseif ($now->isFirstOfMonth()) {
+                    // Continue until UTC 12:00 (when UTC-12 moves to next day)
+                    return $hour <= 12;
+                }
+                
+                return false;
+            })
+            ->withoutOverlapping()
+            ->name('invoice-tax-summary-26hour-coverage')
+            ->onOneServer();
+
         /* Checks Rotessa Transactions */
         $schedule->job(new TransactionReport())->dailyAt('01:48')->withoutOverlapping()->name('rotessa-transaction-report')->onOneServer();
 

app/DataMapper/TaxReport/PaymentHistory.php

@@ -0,0 +1,42 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper\TaxReport;
+
+/**
+ * Payment history for tracking partial payments across periods
+ */
+class PaymentHistory
+{
+    public string $number;
+    public string $date;
+    public float $amount;
+    public float $refunded;
+
+    public function __construct(array $attributes = [])
+    {
+        $this->number = $attributes['number'] ?? '';
+        $this->date = $attributes['date'] ?? '';
+        $this->amount = $attributes['amount'] ?? 0.0;
+        $this->refunded = $attributes['refunded'] ?? 0.0;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'number' => $this->number,
+            'date' => $this->date,
+            'amount' => $this->amount,
+            'refunded' => $this->refunded,
+        ];
+    }
+}

app/DataMapper/TaxReport/TaxDetail.php

@@ -0,0 +1,67 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper\TaxReport;
+
+/**
+ * Individual tax detail object with status tracking
+ */
+class TaxDetail
+{
+    public string $tax_name; // e.g., Sales Tax
+    public float $tax_rate = 0; //21%
+    public string $nexus; // Tax jurisdiction nexus (e.g. "CA", "NY", "FL")
+    public string $country_nexus; // Country nexus (e.g. "US", "UK", "CA")
+    public float $taxable_amount; // net amount exclusive of taxes
+    public float $tax_amount; // total tax amount
+    public float $tax_amount_paid; // Amount actually paid (Based on the payment history)
+    public float $tax_amount_remaining; // Amount still pending
+    public string $tax_status; // "collected", "pending", "refundable", "partially_paid", "adjustment"
+    
+    // Adjustment-specific fields (used when tax_status is "adjustment")
+    public ?string $adjustment_reason; // "invoice_cancelled", "tax_rate_change", "exemption_applied", "correction"
+    
+    public function __construct(array $attributes = [])
+    {
+        $this->tax_name = $attributes['tax_name'] ?? '';
+        $this->tax_rate = $attributes['tax_rate'] ?? 0;
+        $this->nexus = $attributes['nexus'] ?? '';
+        $this->country_nexus = $attributes['country_nexus'] ?? '';
+        $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';
+     
+        // Adjustment fields
+        $this->adjustment_reason = $attributes['adjustment_reason'] ?? null;
+     
+    }
+
+    public function toArray(): array
+    {
+        $data = [
+            'tax_name' => $this->tax_name,
+            'tax_rate' => $this->tax_rate,
+            'nexus' => $this->nexus,
+            'country_nexus' => $this->country_nexus,
+            '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,
+            'adjustment_reason' => $this->adjustment_reason,
+        ];
+
+        return $data;
+    }
+}

app/DataMapper/TaxReport/TaxReport.php

@@ -0,0 +1,49 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper\TaxReport;
+
+use App\DataMapper\TaxReport\TaxDetail;
+use App\DataMapper\TaxReport\TaxSummary;
+
+/**
+ * Tax report object for InvoiceSync - tracks incremental tax history
+ */
+class TaxReport
+{
+    public ?TaxSummary $tax_summary; // Summary totals
+    public ?array $tax_details; // Array of TaxDetail objects (includes adjustments)
+    public float $amount; // The total amount of the invoice
+    public ?array $payment_history; // Array of PaymentHistory objects
+
+    public function __construct(array $attributes = [])
+    {
+        $this->tax_summary = isset($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;
+        $this->payment_history = isset($attributes['payment_history'])
+            ? array_map(fn ($payment) => new PaymentHistory($payment), $attributes['payment_history'])
+            : null;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'tax_summary' => $this->tax_summary?->toArray(),
+            'tax_details' => $this->tax_details ? array_map(fn ($detail) => $detail->toArray(), $this->tax_details) : null,
+            'payment_history' => $this->payment_history ? array_map(fn ($payment) => $payment->toArray(), $this->payment_history) : null,
+        ];
+    }
+}

app/DataMapper/TaxReport/TaxSummary.php

@@ -0,0 +1,39 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper\TaxReport;
+
+/**
+ * Tax summary with totals for different tax states
+ */
+class TaxSummary
+{
+    public float $total_taxes; // Tax collected and confirmed (ie. Invoice Paid)
+    public float $total_paid; // Tax pending collection (Outstanding tax of balance owing)
+    public string $status;
+
+    public function __construct(array $attributes = [])
+    {
+        $this->total_taxes = $attributes['total_taxes'] ?? 0.0;
+        $this->total_paid = $attributes['total_paid'] ?? 0.0;
+        $this->status = $attributes['status'] ?? 'updated';
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'total_taxes' => $this->total_taxes,
+            'total_paid' => $this->total_paid,
+            'status' => $this->status,
+        ];
+    }
+}

app/DataMapper/TransactionEventMetadata.php

@@ -0,0 +1,54 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\DataMapper;
+
+use App\Casts\TransactionEventMetadataCast;
+use App\DataMapper\TaxReport\TaxReport;
+use Illuminate\Contracts\Database\Eloquent\Castable;
+
+/**
+ * TransactionEventMetadata.
+ */
+class TransactionEventMetadata implements Castable
+{
+    public TaxReport $tax_report;
+
+    public function __construct(array $attributes = [])
+    {
+        $this->tax_report = isset($attributes['tax_report']) 
+            ? new TaxReport($attributes['tax_report']) 
+            : new TaxReport([]);
+    }
+
+    /**
+     * Get the name of the caster class to use when casting from / to this cast target.
+     *
+     * @param  array<string, mixed>  $arguments
+     */
+    public static function castUsing(array $arguments): string
+    {
+        return TransactionEventMetadataCast::class;
+    }
+
+    public static function fromArray(array $data): self
+    {
+        return new self($data);
+    }
+
+    public function toArray(): array
+    {
+        return [
+            'tax_report' => $this->tax_report->toArray(),
+        ];
+    }
+}

app/Http/Controllers/InvoiceController.php

@@ -241,14 +241,6 @@ class InvoiceController extends BaseController
 
         event(new InvoiceWasCreated($invoice, $invoice->company, Ninja::eventVars($user ? $user->id : null)));
 
-        $transaction = [
-            'invoice' => $invoice->transaction_event(),
-            'payment' => [],
-            'client' => $invoice->client->transaction_event(),
-            'credit' => [],
-            'metadata' => [],
-        ];
-
         return $this->itemResponse($invoice);
     }
 

app/Jobs/Cron/InvoiceTaxSummary.php

@@ -0,0 +1,162 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Jobs\Cron;
+
+use App\Models\Invoice;
+use App\Models\Webhook;
+use App\Models\Company;
+use App\Models\Timezone;
+use App\Libraries\MultiDB;
+use Illuminate\Bus\Queueable;
+use App\Jobs\Entity\EmailEntity;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Carbon\Carbon;
+use App\Listeners\Invoice\InvoiceTransactionEventEntry;
+
+class InvoiceTaxSummary implements ShouldQueue
+{
+    use Dispatchable;
+    use InteractsWithQueue;
+    use Queueable;
+    use SerializesModels;
+
+    public $tries = 1;
+
+    public function __construct()
+    {
+
+    }
+
+    public function handle()
+    {
+        $currentUtcHour = now()->hour;
+        $transitioningTimezones = $this->getTransitioningTimezones($currentUtcHour);
+     
+        foreach(MultiDB::$dbs as $db) {
+            MultiDB::setDB($db);
+            // Only process companies in timezones that just transitioned
+            $companies = $this->getCompaniesInTimezones($transitioningTimezones);
+            
+            foreach ($companies as $company) {
+                
+                $this->processCompanyTaxSummary($company);
+            }
+        }
+    }
+
+    private function getTransitioningTimezones($utcHour)
+    {
+        $transitioningTimezones = [];
+        
+        // Get all timezones from the database
+        $timezones = app('timezones');
+        
+        foreach ($timezones as $timezone) {
+            // Calculate the current UTC offset for this timezone (accounting for DST)
+            $currentOffset = $this->getCurrentUtcOffset($timezone->name);
+            
+            // Calculate when this timezone transitions to the next day
+            $transitionHour = $this->getTimezoneTransitionHour($currentOffset);
+            
+            // If this timezone transitions at the current UTC hour, include it
+            if ($transitionHour === $utcHour) {
+                $transitioningTimezones[] = $timezone->id;
+            }
+        }
+
+        return $transitioningTimezones;
+    }
+
+    private function getCurrentUtcOffset($timezoneName)
+    {
+        try {
+            $dateTime = new \DateTime('now', new \DateTimeZone($timezoneName));
+            return $dateTime->getOffset();
+        } catch (\Exception $e) {
+            // Fallback to UTC if timezone is invalid
+            return 0;
+        }
+    }
+
+    private function getTimezoneTransitionHour($utcOffset)
+    {
+        // Calculate which UTC hour this timezone transitions to the next day
+        // A timezone with UTC offset +X transitions at UTC hour (24 - X)
+        // For example: UTC+14 transitions at UTC 10:00 (24 - 14 = 10)
+        // UTC-12 transitions at UTC 12:00 (24 - (-12) = 36, but we use modulo 24)
+        
+        $transitionHour = (24 - ($utcOffset / 3600)) % 24;
+        
+        // Handle negative offsets properly
+        if ($transitionHour < 0) {
+            $transitionHour += 24;
+        }
+        
+        return (int) $transitionHour;
+    }
+
+    private function getCompaniesInTimezones($timezoneIds)
+    {
+        if (empty($timezoneIds)) {
+            return collect(); // No companies to process
+        }
+
+        // Get companies that have timezone_id in their JSON settings matching the transitioning timezones
+        return Company::whereRaw("JSON_EXTRACT(settings, '$.timezone_id') IN (" . implode(',', $timezoneIds) . ")")->get();
+    }
+
+    private function processCompanyTaxSummary($company)
+    {
+        // Your existing tax summary logic here
+        // This will only run for companies in timezones that just transitioned
+        
+        $startDate = now()->subMonth()->startOfMonth()->format('Y-m-d');
+        $endDate = now()->subMonth()->endOfMonth()->format('Y-m-d');
+        
+        // Process tax summary for the company
+        $this->generateTaxSummary($company, $startDate, $endDate);
+    }
+
+    private function generateTaxSummary($company, $startDate, $endDate)
+    {
+        $todayStart = now()->subHours(15)->timestamp;
+        $todayEnd = now()->endOfDay()->timestamp;
+        
+        Invoice::withTrashed()
+                ->with('payments')
+                ->where('company_id', $company->id)
+                ->whereIn('status_id', [2,3,4,5])
+                ->where('is_deleted', 0)
+                ->whereHas('client', function ($query) {
+                    $query->where('is_deleted', false);
+                })
+                ->whereHas('company', function ($query) {
+                    $query->where('is_disabled', 0)
+                    ->whereHas('account', function ($q) {
+                        $q->where('is_flagged', false);
+                    });
+                })
+                ->whereBetween('date', [$startDate, $endDate])
+                ->whereDoesntHave('transaction_events', function ($query) use ($todayStart, $todayEnd) {
+                    $query->where('timestamp', '>=', $todayStart)
+                          ->where('timestamp', '<=', $todayEnd);
+                })
+                ->cursor()
+                ->each(function (Invoice $invoice) {
+                    (new InvoiceTransactionEventEntry())->run($invoice);
+                });
+    }
+}

app/Listeners/Invoice/InvoiceTransactionEventEntry.php

@@ -0,0 +1,224 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2025. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+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;
+
+class InvoiceTransactionEventEntry
+{
+
+    private Collection $payments;
+
+    private float $paid_ratio;
+
+    /**
+     * Handle the event.
+     *
+     * @param  Invoice  $invoice
+     * @return void
+     */
+    public function run($invoice)
+    {
+        
+        $this->setPaidRatio($invoice);
+
+        $this->payments = $invoice->payments->flatMap(function ($payment) {
+            return $payment->invoices()->get()->map(function ($invoice) use ($payment) {
+                return [
+                    'number' => $payment->number,
+                    'amount' => $invoice->pivot->amount,
+                    'refunded' => $invoice->pivot->refunded,
+                    'date' => $invoice->pivot->created_at->format('Y-m-d'),
+                ];
+            });
+        });
+
+        TransactionEvent::create([
+            'invoice_id' => $invoice->id,
+            'client_id' => $invoice->client_id,
+            'client_balance' => $invoice->client->balance,
+            'client_paid_to_date' => $invoice->client->paid_to_date,
+            'client_credit_balance' => $invoice->client->credit_balance,
+            'invoice_balance' => $invoice->balance ?? 0,
+            'invoice_amount' => $invoice->amount ?? 0  ,
+            'invoice_partial' => $invoice->partial ?? 0,
+            'invoice_paid_to_date' => $invoice->paid_to_date ?? 0,
+            'invoice_status' => $invoice->is_deleted ? 7 : $invoice->status_id,
+            'event_id' => $invoice->is_deleted ? TransactionEvent::INVOICE_DELETED : TransactionEvent::INVOICE_UPDATED,
+            'timestamp' => now()->timestamp,
+            'metadata' => $this->getMetadata($invoice),
+        ]);
+    }
+
+    private function setPaidRatio(Invoice $invoice): self
+    {
+        if($invoice->amount == 0){
+            $this->paid_ratio = 0;
+            return $this;
+        }
+
+        $this->paid_ratio = $invoice->paid_to_date / $invoice->amount;
+
+        return $this;
+    }
+
+    private function calculateRatio(float $amount): float
+    {
+        return round($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 = [];
+
+        $taxes = array_merge($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' => $tax['total'] - $this->calculateRatio($tax['total']),
+            ];
+            $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' => 'updated',
+                ],
+            ],
+        ]);
+
+    }
+
+    private function getTotalTaxPaid($invoice)
+    {
+        if($invoice->amount == 0){
+            return 0;
+        }
+
+        $total_paid = $this->payments->sum('amount') - $this->payments->sum('refunded');
+
+        return round($invoice->total_taxes * ($total_paid / $invoice->amount), 2);
+
+    }
+
+    
+}

app/Models/Client.php

@@ -982,19 +982,7 @@ class Client extends BaseModel implements HasLocalePreference
 
         return $offset;
     }
-
+    
-    public function transaction_event()
-    {
-        $client = $this->fresh();
-
-        return [
-            'client_id' => $client->id,
-            'client_balance' => $client->balance ?: 0,
-            'client_paid_to_date' => $client->paid_to_date ?: 0,
-            'client_credit_balance' => $client->credit_balance ?: 0,
-        ];
-    }
-
     public function translate_entity(): string
     {
         return ctrans('texts.client');

app/Models/Credit.php

@@ -407,18 +407,6 @@ class Credit extends BaseModel
         });
     }
 
-    public function transaction_event()
-    {
-        $credit = $this->fresh();
-
-        return [
-            'credit_id' => $credit->id,
-            'credit_amount' => $credit->amount ?: 0,
-            'credit_balance' => $credit->balance ?: 0,
-            'credit_status' => $credit->status_id ?: 1,
-        ];
-    }
-
     public function translate_entity(): string
     {
         return ctrans('texts.credit');

app/Models/Invoice.php

@@ -127,6 +127,7 @@ use App\Utils\Number;
  * @property-read int|null $tasks_count
  * @property-read \App\Models\User $user
  * @property-read \App\Models\Vendor|null $vendor
+ * @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\TransactionEvent> $transaction_events
  * @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Activity> $activities
  * @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\CompanyLedger> $company_ledger
  * @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Credit> $credits
@@ -349,6 +350,11 @@ class Invoice extends BaseModel
         return $this->hasMany(InvoiceInvitation::class);
     }
 
+    public function transaction_events(): \Illuminate\Database\Eloquent\Relations\HasMany
+    {
+        return $this->hasMany(TransactionEvent::class);
+    }    
+
     public function client(): \Illuminate\Database\Eloquent\Relations\BelongsTo
     {
         return $this->belongsTo(Client::class)->withTrashed();
@@ -684,21 +690,7 @@ class Invoice extends BaseModel
                 break;
         }
     }
-
+    
-    public function transaction_event()
-    {
-        $invoice = $this->fresh();
-
-        return [
-            'invoice_id' => $invoice->id,
-            'invoice_amount' => $invoice->amount ?: 0,
-            'invoice_partial' => $invoice->partial ?: 0,
-            'invoice_balance' => $invoice->balance ?: 0,
-            'invoice_paid_to_date' => $invoice->paid_to_date ?: 0,
-            'invoice_status' => $invoice->status_id ?: 1,
-        ];
-    }
-
     public function expense_documents()
     {
         $line_items = $this->line_items;

app/Models/Payment.php

@@ -481,21 +481,6 @@ class Payment extends BaseModel
         return $domain.'/client/payment/'.$this->client->contacts()->first()->contact_key.'/'.$this->hashed_id.'?next=/client/payments/'.$this->hashed_id;
     }
 
-    public function transaction_event()
-    {
-        $payment = $this->fresh();
-
-        return [
-            'payment_id' => $payment->id,
-            'payment_amount' => $payment->amount ?: 0,
-            'payment_applied' => $payment->applied ?: 0,
-            'payment_refunded' => $payment->refunded ?: 0,
-            'payment_status' => $payment->status_id ?: 1,
-            'paymentables' => $payment->paymentables->toArray(),
-            'payment_request' => [],
-        ];
-    }
-
     public function translate_entity(): string
     {
         return ctrans('texts.payment');

app/Models/TransactionEvent.php

@@ -12,6 +12,8 @@
 
 namespace App\Models;
 
+use App\DataMapper\TransactionEventMetadata;
+
 /**
  * Class Bank.
  *
@@ -42,34 +44,6 @@ namespace App\Models;
  * @property int|null $credit_status
  * @method static \Illuminate\Database\Eloquent\Builder|StaticModel company()
  * @method static \Illuminate\Database\Eloquent\Builder|StaticModel exclude($columns)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent newModelQuery()
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent newQuery()
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent query()
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereClientBalance($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereClientCreditBalance($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereClientId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereClientPaidToDate($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereCreditAmount($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereCreditBalance($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereCreditId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereCreditStatus($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereEventId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoiceAmount($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoiceBalance($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoiceId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoicePaidToDate($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoicePartial($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereInvoiceStatus($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereMetadata($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentAmount($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentApplied($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentId($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentRefunded($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentRequest($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentStatus($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent wherePaymentables($value)
- * @method static \Illuminate\Database\Eloquent\Builder|TransactionEvent whereTimestamp($value)
  * @mixin \Eloquent
  */
 class TransactionEvent extends StaticModel
@@ -79,36 +53,14 @@ class TransactionEvent extends StaticModel
     public $guarded = ['id'];
 
     public $casts = [
-        'metadata' => 'array',
+        'metadata' => TransactionEventMetadata::class,
         'payment_request' => 'array',
         'paymentables' => 'array',
     ];
 
-    public const INVOICE_MARK_PAID = 1;
+    public const INVOICE_UPDATED = 1;
 
-    public const INVOICE_UPDATED = 2;
+    public const INVOICE_DELETED = 2;
 
-    public const INVOICE_DELETED = 3;
+    public const PAYMENT_DELETED = 3;
-
-    public const INVOICE_PAYMENT_APPLIED = 4;
-
-    public const INVOICE_CANCELLED = 5;
-
-    public const INVOICE_FEE_APPLIED = 6;
-
-    public const INVOICE_REVERSED = 7;
-
-    public const PAYMENT_MADE = 100;
-
-    public const PAYMENT_APPLIED = 101;
-
-    public const PAYMENT_REFUND = 102;
-
-    public const PAYMENT_FAILED = 103;
-
-    public const GATEWAY_PAYMENT_MADE = 104;
-
-    public const PAYMENT_DELETED = 105;
-
-    public const CLIENT_STATUS = 200;
 }

app/Services/Invoice/ApplyPayment.php

@@ -88,7 +88,7 @@ class ApplyPayment extends AbstractService
              ->workFlow()
              ->unlockDocuments()
              ->save();
-
+        
         return $this->invoice;
     }
 }

app/Services/Payment/DeletePayment.php

@@ -156,6 +156,8 @@ class DeletePayment
                     $paymentable_invoice->delete();
 
                 }
+                
+
             });
         }
 

app/Services/Payment/PaymentService.php

@@ -65,6 +65,7 @@ class PaymentService
                         ->updatePaidToDate($invoice->pivot->amount * -1)
                         ->setStatus(Invoice::STATUS_SENT)
                         ->save();
+
             }
         });
 

app/Services/Payment/RefundPayment.php

@@ -309,6 +309,7 @@ class RefundPayment
                 if ($invoice->is_deleted) {
                     $invoice->delete();
                 }
+
             }
 
         } else {

app/Services/Payment/UpdateInvoicePayment.php

@@ -163,6 +163,8 @@ class UpdateInvoicePayment
                 $invoice->service()
                         ->applyNumber()
                         ->save();
+
+                    
             }
 
             /* Updates the company ledger */

app/Services/Report/TaxSummaryReport.php

@@ -24,7 +24,6 @@ use App\Export\CSV\BaseExport;
 use App\Utils\Traits\MakesDates;
 use Illuminate\Support\Facades\App;
 use App\Services\Template\TemplateService;
-use App\Jobs\Invoice\InvoiceTaxReportUpdate;
 
 class TaxSummaryReport extends BaseExport
 {

app/Services/Report/XLS/TaxReport.php

@@ -36,49 +36,20 @@ class TaxReport
         $t->replace(Ninja::transformTranslations($this->company->settings));
 
         $this->spreadsheet = new Spreadsheet();
-
-        $this->updateTaxData();
-
         
-            // ->createGroupedTaxSummarySheetAccrual()
+        $this->buildData()
-            // ->createGroupedTaxSummarySheetCash();
+                ->setCurrencyFormat()
+                ->createSummarySheet()
+                ->createInvoiceSummarySheetAccrual()
+                ->createInvoiceSummarySheetCash()
+                ->createInvoiceItemSummarySheetAccrual()
+                ->createInvoiceItemSummarySheetCash();
+
 
         return $this;
 
     }
 
-    private function postUpdateContinuation()
-    {
-        $this->buildData()
-            ->setCurrencyFormat()
-            ->createSummarySheet()
-            ->createInvoiceSummarySheetAccrual()
-            ->createInvoiceSummarySheetCash()
-            ->createInvoiceItemSummarySheetAccrual()
-            ->createInvoiceItemSummarySheetCash();
-    }
-
-    private function updateTaxData()
-    {
-
-    $batch_key = Str::uuid();
-
-    $updates = Invoice::withTrashed()
-                    ->whereIn('id', $this->ids)
-                    ->get()
-                    ->map(function ($invoice) use ($batch_key) {
-                        return new InvoiceTaxReportUpdate($invoice, $this->company->db);
-                    })->toArray();
-
-
-    $batch = Bus::batch($updates)
-                ->then(function (Batch $batch) {
-                    $this->postUpdateContinuation();
-                })
-                ->name($batch_key)->dispatch();
-
-    }
-
     public function setCurrencyFormat()
     {
         $currency = $this->company->currency();