wip

app/Filament/Company/Resources/Accounting/TransactionResource/Pages/ListTransactions.php

@@ -7,6 +7,7 @@ use App\Enums\Accounting\TransactionType;
 use App\Filament\Actions\CreateTransactionAction;
 use App\Filament\Company\Pages\Service\ConnectedAccount;
 use App\Filament\Company\Resources\Accounting\TransactionResource;
+use App\Filament\Exports\Accounting\TransactionExporter;
 use App\Services\PlaidService;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
@@ -47,6 +48,9 @@ class ListTransactions extends ListRecords
                 ->icon('heroicon-m-chevron-down')
                 ->iconPosition(IconPosition::After),
             Actions\ActionGroup::make([
+                Actions\ExportAction::make()
+                    ->slideOver()
+                    ->exporter(TransactionExporter::class),
                 Actions\Action::make('connectBank')
                     ->label('Connect your bank')
                     ->visible(app(PlaidService::class)->isEnabled())

app/Filament/Exports/Accounting/TransactionExporter.php

@@ -0,0 +1,71 @@
+<?php
+
+namespace App\Filament\Exports\Accounting;
+
+use App\Enums\Accounting\PaymentMethod;
+use App\Enums\Accounting\TransactionType;
+use App\Models\Accounting\Transaction;
+use Carbon\Carbon;
+use Filament\Actions\Exports\ExportColumn;
+use Filament\Actions\Exports\Exporter;
+use Filament\Actions\Exports\Models\Export;
+
+class TransactionExporter extends Exporter
+{
+    protected static ?string $model = Transaction::class;
+
+    public static function getColumns(): array
+    {
+        return [
+            ExportColumn::make('posted_at')
+                ->formatStateUsing(function (?Carbon $state) {
+                    return $state?->toDateString();
+                }),
+            ExportColumn::make('description'),
+            ExportColumn::make('amount'),
+            ExportColumn::make('account.name')
+                ->label('Category'),
+            ExportColumn::make('bankAccount.account.name')
+                ->label('Account'),
+            ExportColumn::make('type')
+                ->formatStateUsing(function (?TransactionType $state) {
+                    return $state?->getLabel();
+                }),
+            ExportColumn::make('payeeable.name')
+                ->label('Payee'),
+            ExportColumn::make('payment_method')
+                ->formatStateUsing(function (?PaymentMethod $state) {
+                    return $state?->getLabel();
+                }),
+            ExportColumn::make('notes')
+                ->enabledByDefault(false),
+            ExportColumn::make('transactionable_type')
+                ->label('Source type')
+                ->formatStateUsing(static function ($state) {
+                    return class_basename($state);
+                })
+                ->enabledByDefault(false),
+            ExportColumn::make('payeeable_type')
+                ->label('Payee type')
+                ->formatStateUsing(static function ($state) {
+                    return class_basename($state);
+                })
+                ->enabledByDefault(false),
+            ExportColumn::make('is_payment')
+                ->enabledByDefault(false),
+            ExportColumn::make('reviewed')
+                ->enabledByDefault(false),
+        ];
+    }
+
+    public static function getCompletedNotificationBody(Export $export): string
+    {
+        $body = 'Your transaction export has completed and ' . number_format($export->successful_rows) . ' ' . str('row')->plural($export->successful_rows) . ' exported.';
+
+        if ($failedRowsCount = $export->getFailedRowsCount()) {
+            $body .= ' ' . number_format($failedRowsCount) . ' ' . str('row')->plural($failedRowsCount) . ' failed to export.';
+        }
+
+        return $body;
+    }
+}

app/Providers/Filament/CompanyPanelProvider.php

@@ -174,6 +174,7 @@ class CompanyPanelProvider extends PanelProvider
             })
             ->globalSearch(false)
             ->sidebarCollapsibleOnDesktop()
+            ->databaseNotifications()
             ->viteTheme('resources/css/filament/company/theme.css')
             ->brandLogo(static fn () => view('components.icons.logo'))
             ->tenant(Company::class)