@extends('layouts.portal') @section('title', 'Financial Report') @section('page_title', 'Financial Report') @section('page_subtitle', 'Detailed financial analysis by will') @section('sidebar') @include('admin.partials.sidebar', ['active' => 'reports-master']) @endsection @section('content')

Financial Report

Total Documents (Wills & Trusts): {{ $documents->total() }}

Reset Excel PDF

Total Invoice

RM {{ number_format($stats['total_invoice'], 2) }}

Total Commission

RM {{ number_format($stats['total_commission'], 2) }}

Total Payment

RM {{ number_format($stats['total_payment'], 2) }}

Total Profit

RM {{ number_format($stats['total_all'], 2) }}

@forelse($documents as $document) @empty @endforelse
Document ID Type Client Name Created By Role Invoice (RM) Invoice Status L1 Commission (RM) L2 Commission (RM) L3 Commission (RM) Lawyer Commission (RM) Total Commission (RM) Net Profit (RM) Version Version Changes Payment Status Payment (RM) Payment Method Tax (RM) Tax Rate % Discount (RM) Discount % Total Paid (RM) Edit Request Amount (RM) Total Profit (RM)
{{ $document['id'] }} {{ $document['document_type'] }} {{ $document['client_name'] }} {{ $document['created_by_name'] }} @php $roleClass = match($document['created_by_role']) { 'Agent' => 'bg-blue-100 text-blue-800', 'Lawyer' => 'bg-purple-100 text-purple-800', default => 'bg-gray-100 text-gray-800' }; @endphp {{ $document['created_by_role'] }} {{ number_format($document['invoice_amount'], 2) }} {{ ucfirst($document['invoice_status']) }} {{ number_format($document['l1_commission'], 2) }} {{ number_format($document['l2_commission'], 2) }} {{ number_format($document['l3_commission'], 2) }} {{ number_format($document['lawyer_commission'], 2) }} {{ number_format($document['total_commission'], 2) }} {{ number_format($document['profit'], 2) }} v{{ $document['document_version'] }} {{ $document['version_changes'] }} {{ $document['payment_status'] }} {{ number_format($document['payment_amount'], 2) }} {{ $document['payment_method'] }} {{ number_format($document['tax_amount'], 2) }} {{ number_format($document['tax_rate'], 2) }}% {{ number_format($document['discount_amount'], 2) }} {{ number_format($document['discount_rate'], 2) }}% {{ number_format($document['total_paid_amount'], 2) }} {{ number_format($document['edit_request_profit'], 2) }} {{ number_format($document['total_profit'], 2) }}
No financial data found
{{ $documents->appends(request()->query())->links() }}
@endsection