From 28288ee722cb2d2bc0f6cd996ffbac6640222ae2 Mon Sep 17 00:00:00 2001
From: Matt Young <matt@mattyoung.us>
Date: Wed, 28 Jan 2026 22:09:27 -0600
Subject: [PATCH] Show total payments and balance

---
 app/Models/Invoice.php                        | 31 +++++++++++++++----
 app/Models/InvoiceLine.php                    |  4 +++
 app/Models/Payment.php                        | 19 ++++++++++++
 ...ents_and_balance_due_to_invoices_table.php | 29 +++++++++++++++++
 .../components/⚡create-payment.blade.php     |  2 +-
 .../views/components/⚡invoice-list.blade.php | 12 ++++++-
 6 files changed, 89 insertions(+), 8 deletions(-)
 create mode 100644 database/migrations/2026_01_29_034256_add_total_payments_and_balance_due_to_invoices_table.php

diff --git a/app/Models/Invoice.php b/app/Models/Invoice.php
index 8b6b610..c0801b7 100644
--- a/app/Models/Invoice.php
+++ b/app/Models/Invoice.php
@@ -14,11 +14,12 @@ use Illuminate\Support\Str;
 class Invoice extends Model
 {
     use HasFactory;
+
     public static function booted(): void
     {
         static::creating(function (Invoice $invoice) {
             $invoice->invoice_number ??= static::generateInvoiceNumber();
-            $invoice->uuid = (string) Str::uuid();
+            $invoice->uuid           = (string) Str::uuid();
         });
     }
 
@@ -45,11 +46,13 @@ class Invoice extends Model
     ];
 
     protected $casts = [
-        'total' => MoneyCast::class,
-        'status' => InvoiceStatus::class,
-        'invoice_date' => 'date',
-        'due_date' => 'date',
-        'sent_at' => 'date',
+        'total'          => MoneyCast::class,
+        'total_payments' => MoneyCast::class,
+        'balance_due'    => MoneyCast::class,
+        'status'         => InvoiceStatus::class,
+        'invoice_date'   => 'date',
+        'due_date'       => 'date',
+        'sent_at'        => 'date',
     ];
 
     /**
@@ -84,6 +87,22 @@ class Invoice extends Model
         $this->saveQuietly();
     }
 
+    public function recalculateTotalPayments(): void
+    {
+        $this->attributes['total_payments'] = $this->payments()->sum('amount');
+        $this->saveQuietly();
+
+        $this->refresh();
+
+        if ($this->status === InvoiceStatus::POSTED && $this->balance_due == 0) {
+            $this->status = InvoiceStatus::PAID;
+            $this->saveQuietly();
+        } elseif ($this->status === InvoiceStatus::PAID && $this->balance_due != 0) {
+            $this->status = InvoiceStatus::POSTED;
+            $this->saveQuietly();
+        }
+    }
+
     public function isLocked(): bool
     {
         return in_array($this->status, [InvoiceStatus::POSTED, InvoiceStatus::PAID, InvoiceStatus::VOID]);
diff --git a/app/Models/InvoiceLine.php b/app/Models/InvoiceLine.php
index 797c389..2f968d2 100644
--- a/app/Models/InvoiceLine.php
+++ b/app/Models/InvoiceLine.php
@@ -33,6 +33,10 @@ class InvoiceLine extends Model
                 throw new InvoiceLockedException;
             }
 
+            if ($line->exists && $line->isDirty('invoice_id')) {
+                throw new \RuntimeException('Cannot move invoice line to another invoice');
+            }
+
             $line->amount = $line->unit_price * $line->quantity;
         });
 
diff --git a/app/Models/Payment.php b/app/Models/Payment.php
index 55b9b71..56d4f48 100644
--- a/app/Models/Payment.php
+++ b/app/Models/Payment.php
@@ -31,6 +31,25 @@ class Payment extends Model
         'payment_method' => PaymentMethod::class,
     ];
 
+    public static function booted(): void
+    {
+        static::saved(function (Payment $payment) {
+            // If invoice_id changed, recalculate the old invoice too
+            if ($payment->wasChanged('invoice_id')) {
+                $originalInvoiceId = $payment->getOriginal('invoice_id');
+                if ($originalInvoiceId) {
+                    Invoice::find($originalInvoiceId)?->recalculateTotalPayments();
+                }
+            }
+
+            $payment->invoice->recalculateTotalPayments();
+        });
+
+        static::deleted(function (Payment $payment) {
+            $payment->invoice->recalculateTotalPayments();
+        });
+    }
+
     public function invoice(): BelongsTo
     {
         return $this->belongsTo(Invoice::class);
diff --git a/database/migrations/2026_01_29_034256_add_total_payments_and_balance_due_to_invoices_table.php b/database/migrations/2026_01_29_034256_add_total_payments_and_balance_due_to_invoices_table.php
new file mode 100644
index 0000000..30d55fa
--- /dev/null
+++ b/database/migrations/2026_01_29_034256_add_total_payments_and_balance_due_to_invoices_table.php
@@ -0,0 +1,29 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::table('invoices', function (Blueprint $table) {
+            $table->bigInteger('total_payments')->default(0)->after('total');
+            $table->bigInteger('balance_due')->storedAs('total - total_payments')->after('total_payments');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::table('invoices', function (Blueprint $table) {
+            $table->dropColumn(['balance_due', 'total_payments']);
+        });
+    }
+};
diff --git a/resources/views/components/⚡create-payment.blade.php b/resources/views/components/⚡create-payment.blade.php
index 87d89a7..07e443c 100644
--- a/resources/views/components/⚡create-payment.blade.php
+++ b/resources/views/components/⚡create-payment.blade.php
@@ -104,7 +104,7 @@ new class extends Component {
                 <option value="">Select an invoice...</option>
                 @foreach ($this->invoices as $invoice)
                     <option value="{{ $invoice->id }}">{{ $invoice->client->abbreviation }}
-                        - {{ $invoice->invoice_number }}</option>
+                        - {{ $invoice->invoice_number }} - Balance: {{ formatMoney($invoice->balance_due) }}</option>
                 @endforeach
             </flux:select>
 
diff --git a/resources/views/components/⚡invoice-list.blade.php b/resources/views/components/⚡invoice-list.blade.php
index 04e5ccc..05777ed 100644
--- a/resources/views/components/⚡invoice-list.blade.php
+++ b/resources/views/components/⚡invoice-list.blade.php
@@ -70,7 +70,15 @@ new class extends Component {
             </flux:table.column>
             <flux:table.column sortable :sorted="$sortBy === 'total'" :direction="$sortDirection"
                                wire:click="sort('total')">
-                Total
+                Invoice Total
+            </flux:table.column>
+            <flux:table.column sortable :sorted="$sortBy === 'total_payments'" :direction="$sortDirection"
+                               wire:click="sort('total_payments')">
+                Total Payments
+            </flux:table.column>
+            <flux:table.column sortable :sorted="$sortBy === 'balance_due'" :direction="$sortDirection"
+                               wire:click="sort('balance_due')">
+                Balance Due
             </flux:table.column>
             <flux:table.column></flux:table.column>
         </flux:table.columns>
@@ -104,6 +112,8 @@ new class extends Component {
                         @endif
                     </flux:table.cell>
                     <flux:table.cell>{{ formatMoney($invoice->total) }}</flux:table.cell>
+                    <flux:table.cell>{{ formatMoney($invoice->total_payments) }}</flux:table.cell>
+                    <flux:table.cell>{{ formatMoney($invoice->balance_due) }}</flux:table.cell>
                     <flux:table.cell>
                         <flux:dropdown position="bottom" align="start">
                             <flux:button variant="ghost" size="sm" icon="ellipsis-horizontal" inset="top bottom"></flux:button>