Add GST Tax Reports, Transaction Reports & Product Expiry to Laravel SaaS POS System

Add GST Tax Reports, Transaction Reports & Product Expiry to Laravel SaaS POS System

I have a Laravel-based SaaS POS & Inventory Management system.
The system currently supports billing, purchases, POS, and reports, but does not include GST-compliant tax reporting.

I want to enhance the system with GST-ready reports, transaction-type reports, Excel exports, and product expiry tracking, without breaking existing functionality.

This is a feature enhancement project, not a fresh build.

Scope of Work

1️⃣ GST Sales Report (New Report)

Create a new report under the Reports section with:
Filters
Date range (From – To)
Tenant-aware (SaaS safe)
Report Output
Total Sales Amount (Taxable value)
GST Collected:
CGST
SGST
IGST
Total GST Collected
Grand Total (Including Tax)
Requirements
Data must be calculated from actual sales invoices
Must respect existing tax configuration
Accurate aggregation for GST filing
Export
Excel (.xlsx)
Column structure suitable for GST filing

2️⃣ GST Purchase Report (New Report)

Create a purchase-side GST report with:

Filters
Date range
Report Output
Total Purchase Value

GST Paid:
CGST
SGST
IGST

Net Tax Paid
Supplier-wise or invoice-wise breakup (based on existing schema)
Export
Excel (.xlsx), GST-ready format

3️⃣ Transaction Type Report (New Report)

A separate report showing payment mode usage:

Transaction Types
Cash
UPI
Bank / Card / Online (as per existing system)

Filters
Date range
Report Output
Total amount per payment mode
Number of transactions
Grand total
Export
Excel (.xlsx)

4️⃣ Product Expiry Date Feature

Add a Product Expiry Date field:
Implementation Areas
Product creation/edit screen
Purchase entry screen (batch-level if supported)
Database
Add expiry_date column (nullable, backward compatible)
Behavior
Must not break existing products
Optional field (mandatory validation NOT required)

5️⃣ Excel Export (Mandatory for All Reports)

All new reports must include:
One-click Excel export
Clean headers
Numeric values (not strings)
No formatting issues while uploading to GST software

Technical Requirements

Framework: Laravel (existing system)
Follow existing coding standards
No core file overwrites unless required
SaaS / multi-tenant compatibility must be preserved
Use existing export utilities if present
Optimized SQL queries (large data safe)

Deliverables

Fully working GST Sales Report
Fully working GST Purchase Report
Transaction Mode Report
Poduct Expiry field integrated
Excel export for all reports
Tested on sample data
No existing feature regressions

Acceptance Criteria

Report totals must match actual invoice data
GST breakup must be mathematically accurate
Excel files must open correctly in Excel & Google Sheets
Feature must work for multiple tenants
No UI or performance degradation