feat: Progress towards upcoming 2.x release

app/Casts/MoneyCast.php

@@ -13,7 +13,11 @@ class MoneyCast implements CastsAttributes
     {
         $currency_code = $model->getAttribute('currency_code');
 
-        return $value ? money($value, $currency_code)->formatSimple() : '';
+        if ($value !== null) {
+            return money($value, $currency_code)->formatSimple();
+        }
+
+        return '';
     }
 
     /**
@@ -21,16 +25,18 @@ class MoneyCast implements CastsAttributes
      */
     public function set(Model $model, string $key, mixed $value, array $attributes): int
     {
-        if (is_int($value)) {
-            return $value;
-        }
-
         $currency_code = $model->getAttribute('currency_code') ?? CurrencyAccessor::getDefaultCurrency();
 
         if (! $currency_code) {
             throw new UnexpectedValueException('Currency code is not set');
         }
 
+        if (is_numeric($value)) {
+            $value = (string) $value;
+        } elseif (! is_string($value)) {
+            throw new UnexpectedValueException('Expected string or numeric value for money cast');
+        }
+
         return money($value, $currency_code, true)->getAmount();
     }
 }

app/Enums/AccountType.php

@@ -1,23 +0,0 @@
-<?php
-
-namespace App\Enums;
-
-use Filament\Support\Contracts\HasLabel;
-
-enum AccountType: string implements HasLabel
-{
-    case Checking = 'checking';
-    case Savings = 'savings';
-    case MoneyMarket = 'money_market';
-    case CreditCard = 'credit_card';
-    case Merchant = 'merchant';
-
-    public const DEFAULT = self::Checking->value;
-
-    public function getLabel(): ?string
-    {
-        $label = ucwords(str_replace('_', ' ', $this->value));
-
-        return translate($label);
-    }
-}

app/Enums/Accounting/AccountCategory.php

@@ -0,0 +1,51 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum AccountCategory: string implements HasLabel
+{
+    case Asset = 'asset';
+    case Liability = 'liability';
+    case Equity = 'equity';
+    case Revenue = 'revenue';
+    case Expense = 'expense';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getTypes(): array
+    {
+        return match ($this) {
+            self::Asset => [
+                AccountType::CurrentAsset,
+                AccountType::NonCurrentAsset,
+                AccountType::ContraAsset,
+            ],
+            self::Liability => [
+                AccountType::CurrentLiability,
+                AccountType::NonCurrentLiability,
+                AccountType::ContraLiability,
+            ],
+            self::Equity => [
+                AccountType::Equity,
+                AccountType::ContraEquity,
+            ],
+            self::Revenue => [
+                AccountType::OperatingRevenue,
+                AccountType::NonOperatingRevenue,
+                AccountType::ContraRevenue,
+                AccountType::UncategorizedRevenue,
+            ],
+            self::Expense => [
+                AccountType::OperatingExpense,
+                AccountType::NonOperatingExpense,
+                AccountType::ContraExpense,
+                AccountType::UncategorizedExpense,
+            ],
+        };
+    }
+}

app/Enums/Accounting/AccountType.php

@@ -0,0 +1,58 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum AccountType: string implements HasLabel
+{
+    case CurrentAsset = 'current_asset';
+    case NonCurrentAsset = 'non_current_asset';
+    case ContraAsset = 'contra_asset';
+    case CurrentLiability = 'current_liability';
+    case NonCurrentLiability = 'non_current_liability';
+    case ContraLiability = 'contra_liability';
+    case Equity = 'equity';
+    case ContraEquity = 'contra_equity';
+    case OperatingRevenue = 'operating_revenue';
+    case NonOperatingRevenue = 'non_operating_revenue';
+    case ContraRevenue = 'contra_revenue';
+    case UncategorizedRevenue = 'uncategorized_revenue';
+    case OperatingExpense = 'operating_expense';
+    case NonOperatingExpense = 'non_operating_expense';
+    case ContraExpense = 'contra_expense';
+    case UncategorizedExpense = 'uncategorized_expense';
+
+    public function getLabel(): ?string
+    {
+        return match ($this) {
+            self::CurrentAsset => 'Current Asset',
+            self::NonCurrentAsset => 'Non-Current Asset',
+            self::ContraAsset => 'Contra Asset',
+            self::CurrentLiability => 'Current Liability',
+            self::NonCurrentLiability => 'Non-Current Liability',
+            self::ContraLiability => 'Contra Liability',
+            self::Equity => 'Equity',
+            self::ContraEquity => 'Contra Equity',
+            self::OperatingRevenue => 'Operating Revenue',
+            self::NonOperatingRevenue => 'Non-Operating Revenue',
+            self::ContraRevenue => 'Contra Revenue',
+            self::UncategorizedRevenue => 'Uncategorized Revenue',
+            self::OperatingExpense => 'Operating Expense',
+            self::NonOperatingExpense => 'Non-Operating Expense',
+            self::ContraExpense => 'Contra Expense',
+            self::UncategorizedExpense => 'Uncategorized Expense',
+        };
+    }
+
+    public function getCategory(): AccountCategory
+    {
+        return match ($this) {
+            self::CurrentAsset, self::NonCurrentAsset, self::ContraAsset => AccountCategory::Asset,
+            self::CurrentLiability, self::NonCurrentLiability, self::ContraLiability => AccountCategory::Liability,
+            self::Equity, self::ContraEquity => AccountCategory::Equity,
+            self::OperatingRevenue, self::NonOperatingRevenue, self::ContraRevenue, self::UncategorizedRevenue => AccountCategory::Revenue,
+            self::OperatingExpense, self::NonOperatingExpense, self::ContraExpense, self::UncategorizedExpense => AccountCategory::Expense,
+        };
+    }
+}

app/Enums/BankAccountSubtype.php

@@ -0,0 +1,166 @@
+<?php
+
+namespace App\Enums;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum BankAccountSubtype: string implements HasLabel
+{
+    // Depository Types
+
+    case Checking = 'checking';
+    case Savings = 'savings';
+    case HealthSavingsAccountCash = 'cash_hsa';
+    case CertificateOfDeposit = 'cd';
+    case MoneyMarket = 'money_market';
+    case Paypal = 'paypal';
+    case Prepaid = 'prepaid';
+    case CashManagement = 'cash_management';
+    case ElectronicBenefitsTransfer = 'ebt';
+
+    // Credit Types
+    case CreditCard = 'credit_card';
+    case PaypalCredit = 'paypal_credit';
+
+    // Loan Types
+    case Auto = 'auto';
+    case Business = 'business';
+    case Commercial = 'commercial';
+    case Construction = 'construction';
+    case Consumer = 'consumer';
+    case HomeEquity = 'home_equity';
+    case Loan = 'loan'; // Generic loan
+    case Mortgage = 'mortgage';
+    case Overdraft = 'overdraft';
+    case LineOfCredit = 'line_of_credit'; // Pre-approved line of credit
+    case Student = 'student';
+    case Other = 'other';
+
+    // Investment Types
+    case CollegeSavings529 = '529';
+    case Retirement401a = '401a';
+    case Retirement401K = '401k';
+    case Retirement403b = '403b';
+    case DeferredCompensation457b = '457b';
+    case Brokerage = 'brokerage';
+    case CashIndividualSavingsAccount = 'cash_isa';
+    case CryptoCurrencyExchange = 'crypto_exchange';
+    case EducationSavingsAccount = 'esa';
+    case FixedAnnuity = 'fixed_annuity';
+    case GuaranteedInvestmentCertificate = 'gic';
+    case HealthReimbursementArrangement = 'hra';
+    case HealthSavingsAccountNonCash = 'non_cash_hsa';
+    case IndividualRetirementAccount = 'ira';
+    case IndividualSavingsAccount = 'isa';
+    case KeoghPlan = 'keogh';
+    case LifeIncomeFund = 'lif';
+    case LifeInsuranceAccount = 'life_insurance';
+    case LockedInRetirementAccount = 'lira'; // Instead of LIRA
+    case LockedInRetirementIncomeFund = 'lrif'; // Instead of LRIF
+    case LockedInRetirementSavingsPlan = 'lrsp'; // Instead of LRSP
+    case MutualFundAccount = 'mutual_fund'; // Instead of MutualFund
+    case CryptoCurrencyWallet = 'non_custodial_wallet'; // Instead of NonCustodialWallet
+    case NonTaxableBrokerageAccount = 'non_taxable_brokerage_account'; // Instead of NonTaxableBrokerageAccount
+    case AnnuityAccountOther = 'other_annuity'; // Instead of OtherAnnuity
+    case InsuranceAccountOther = 'other_insurance'; // Instead of OtherInsurance
+    case PensionAccount = 'pension'; // Instead of Pension
+    case PrescribedRetirementIncomeFund = 'prif'; // Instead of PRIF
+    case ProfitSharingPlanAccount = 'profit_sharing_plan'; // Instead of ProfitSharingPlan
+    case QualifyingShareAccount = 'qshr'; // Instead of QSHR
+    case RegisteredDisabilitySavingsPlan = 'rdsp'; // Instead of RDSP
+    case RegisteredEducationSavingsPlan = 'resp'; // Instead of RESP
+    case RetirementAccountOther = 'retirement'; // Instead of Retirement
+    case RestrictedLifeIncomeFund = 'rlif'; // Instead of RLIF
+    case RothIRA = 'roth'; // Instead of Roth
+    case Roth401k = 'roth_401k'; // Instead of RothFourOhOneK
+    case RegisteredRetirementIncomeFund = 'rrif'; // Instead of RRIF
+    case RegisteredRetirementSavingsPlan = 'rrsp'; // Instead of RRSP
+    case SalaryReductionSEPPlan = 'sarsep'; // Instead of SARSEP
+    case SimplifiedEmployeePensionIRA = 'sep_ira'; // Instead of SEPIRA
+    case SavingsIncentiveMatchPlanForEmployeesIRA = 'simple_ira'; // Instead of SIMPLEIRA
+    case SelfInvestedPersonalPension = 'sipp'; // Instead of SIPP
+    case StockPlanAccount = 'stock_plan'; // Instead of StockPlan
+    case TaxFreeSavingsAccount = 'tfsa'; // Instead of TFSA
+    case TrustAccount = 'trust'; // Instead of Trust
+    case UniformGiftToMinorsAct = 'ugma'; // Instead of UGMA
+    case UniformTransfersToMinorsAct = 'utma'; // Instead of UTMA
+    case VariableAnnuityAccount = 'variable_annuity'; // Instead of VariableAnnuity
+
+    public function getLabel(): ?string
+    {
+        $label = match ($this) {
+            self::Checking => 'Checking',
+            self::Savings => 'Savings',
+            self::HealthSavingsAccountCash => 'Health Savings Account (Cash)',
+            self::CertificateOfDeposit => 'Certificate of Deposit',
+            self::MoneyMarket => 'Money Market',
+            self::Paypal => 'PayPal',
+            self::Prepaid => 'Prepaid',
+            self::CashManagement => 'Cash Management',
+            self::ElectronicBenefitsTransfer => 'Electronic Benefits Transfer (EBT)',
+            self::CreditCard => 'Credit Card',
+            self::PaypalCredit => 'PayPal Credit',
+            self::Auto => 'Auto',
+            self::Business => 'Business',
+            self::Commercial => 'Commercial',
+            self::Construction => 'Construction',
+            self::Consumer => 'Consumer',
+            self::HomeEquity => 'Home Equity',
+            self::Loan => 'Loan',
+            self::Mortgage => 'Mortgage',
+            self::Overdraft => 'Overdraft',
+            self::LineOfCredit => 'Line of Credit',
+            self::Student => 'Student',
+            self::Other => 'Other',
+            self::CollegeSavings529 => '529 College Savings Plan',
+            self::Retirement401a => '401(a)',
+            self::Retirement401K => '401(k)',
+            self::Retirement403b => '403(b)',
+            self::DeferredCompensation457b => '457(b)',
+            self::Brokerage => 'Brokerage',
+            self::CashIndividualSavingsAccount => 'Cash Individual Savings Account (ISA)',
+            self::CryptoCurrencyExchange => 'Crypto Currency Exchange',
+            self::EducationSavingsAccount => 'Education Savings Account (ESA)',
+            self::FixedAnnuity => 'Fixed Annuity',
+            self::GuaranteedInvestmentCertificate => 'Guaranteed Investment Certificate (GIC)',
+            self::HealthSavingsAccountNonCash => 'Health Savings Account (Non-Cash)',
+            self::IndividualRetirementAccount => 'Individual Retirement Account (IRA)',
+            self::IndividualSavingsAccount => 'Individual Savings Account (ISA)',
+            self::KeoghPlan => 'Keogh Plan',
+            self::LifeIncomeFund => 'Life Income Fund (LIF)',
+            self::LifeInsuranceAccount => 'Life Insurance Account',
+            self::LockedInRetirementAccount => 'Locked-In Retirement Account (LIRA)',
+            self::LockedInRetirementIncomeFund => 'Locked-In Retirement Income Fund (LRIF)',
+            self::LockedInRetirementSavingsPlan => 'Locked-In Retirement Savings Plan (LRSP)',
+            self::MutualFundAccount => 'Mutual Fund Account',
+            self::CryptoCurrencyWallet => 'Non-Custodial Wallet',
+            self::NonTaxableBrokerageAccount => 'Non-Taxable Brokerage Account',
+            self::AnnuityAccountOther => 'Other Annuity',
+            self::InsuranceAccountOther => 'Other Insurance',
+            self::PensionAccount => 'Pension',
+            self::PrescribedRetirementIncomeFund => 'Prescribed Retirement Income Fund (PRIF)',
+            self::ProfitSharingPlanAccount => 'Profit Sharing Plan',
+            self::QualifyingShareAccount => 'Qualifying Share Account (QSHR)',
+            self::RegisteredDisabilitySavingsPlan => 'Registered Disability Savings Plan (RDSP)',
+            self::RegisteredEducationSavingsPlan => 'Registered Education Savings Plan (RESP)',
+            self::RetirementAccountOther => 'Retirement',
+            self::RestrictedLifeIncomeFund => 'Restricted Life Income Fund (RLIF)',
+            self::RothIRA => 'Roth IRA',
+            self::Roth401k => 'Roth 401(k)',
+            self::RegisteredRetirementIncomeFund => 'Registered Retirement Income Fund (RRIF)',
+            self::RegisteredRetirementSavingsPlan => 'Registered Retirement Savings Plan (RRSP)',
+            self::SalaryReductionSEPPlan => 'Salary Reduction SEP Plan (SARSEP)',
+            self::SimplifiedEmployeePensionIRA => 'Simplified Employee Pension IRA (SEP IRA)',
+            self::SavingsIncentiveMatchPlanForEmployeesIRA => 'Savings Incentive Match Plan for Employees IRA (SIMPLE IRA)',
+            self::SelfInvestedPersonalPension => 'Self-Invested Personal Pension (SIPP)',
+            self::StockPlanAccount => 'Stock Plan',
+            self::TaxFreeSavingsAccount => 'Tax-Free Savings Account (TFSA)',
+            self::TrustAccount => 'Trust',
+            self::UniformGiftToMinorsAct => 'Uniform Gift to Minors Act (UGMA)',
+            self::UniformTransfersToMinorsAct => 'Uniform Transfers to Minors Act (UTMA)',
+            self::VariableAnnuityAccount => 'Variable Annuity',
+        };
+
+        return $label;
+    }
+}

app/Enums/BankAccountType.php

@@ -0,0 +1,108 @@
+<?php
+
+namespace App\Enums;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum BankAccountType: string implements HasLabel
+{
+    case Investment = 'investment';
+    case Credit = 'credit';
+    case Depository = 'depository';
+    case Loan = 'loan';
+    case Other = 'other';
+
+    public const DEFAULT = self::Depository;
+
+    public function getLabel(): ?string
+    {
+        return translate($this->name);
+    }
+
+    public function getSubtypes(): array
+    {
+        return match ($this) {
+            self::Depository => [
+                BankAccountSubtype::Checking,
+                BankAccountSubtype::Savings,
+                BankAccountSubtype::HealthSavingsAccountCash,
+                BankAccountSubtype::CertificateOfDeposit,
+                BankAccountSubtype::MoneyMarket,
+                BankAccountSubtype::Paypal,
+                BankAccountSubtype::Prepaid,
+                BankAccountSubtype::CashManagement,
+                BankAccountSubtype::ElectronicBenefitsTransfer,
+            ],
+            self::Credit => [
+                BankAccountSubtype::CreditCard,
+                BankAccountSubtype::PaypalCredit,
+            ],
+            self::Loan => [
+                BankAccountSubtype::Auto,
+                BankAccountSubtype::Business,
+                BankAccountSubtype::Commercial,
+                BankAccountSubtype::Construction,
+                BankAccountSubtype::Consumer,
+                BankAccountSubtype::HomeEquity,
+                BankAccountSubtype::Loan,
+                BankAccountSubtype::Mortgage,
+                BankAccountSubtype::Overdraft,
+                BankAccountSubtype::LineOfCredit,
+                BankAccountSubtype::Student,
+                BankAccountSubtype::Other,
+            ],
+            self::Investment => [
+                BankAccountSubtype::CollegeSavings529,
+                BankAccountSubtype::Retirement401a,
+                BankAccountSubtype::Retirement401K,
+                BankAccountSubtype::Retirement403b,
+                BankAccountSubtype::DeferredCompensation457b,
+                BankAccountSubtype::Brokerage,
+                BankAccountSubtype::CashIndividualSavingsAccount,
+                BankAccountSubtype::CryptoCurrencyExchange,
+                BankAccountSubtype::EducationSavingsAccount,
+                BankAccountSubtype::FixedAnnuity,
+                BankAccountSubtype::GuaranteedInvestmentCertificate,
+                BankAccountSubtype::HealthSavingsAccountNonCash,
+                BankAccountSubtype::IndividualRetirementAccount,
+                BankAccountSubtype::IndividualSavingsAccount,
+                BankAccountSubtype::KeoghPlan,
+                BankAccountSubtype::LifeIncomeFund,
+                BankAccountSubtype::LifeInsuranceAccount,
+                BankAccountSubtype::LockedInRetirementAccount,
+                BankAccountSubtype::LockedInRetirementIncomeFund,
+                BankAccountSubtype::LockedInRetirementSavingsPlan,
+                BankAccountSubtype::MutualFundAccount,
+                BankAccountSubtype::CryptoCurrencyWallet,
+                BankAccountSubtype::NonTaxableBrokerageAccount,
+                BankAccountSubtype::AnnuityAccountOther,
+                BankAccountSubtype::InsuranceAccountOther,
+                BankAccountSubtype::PensionAccount,
+                BankAccountSubtype::PrescribedRetirementIncomeFund,
+                BankAccountSubtype::ProfitSharingPlanAccount,
+                BankAccountSubtype::QualifyingShareAccount,
+                BankAccountSubtype::RegisteredDisabilitySavingsPlan,
+                BankAccountSubtype::RegisteredEducationSavingsPlan,
+                BankAccountSubtype::RetirementAccountOther,
+                BankAccountSubtype::RestrictedLifeIncomeFund,
+                BankAccountSubtype::RothIRA,
+                BankAccountSubtype::Roth401k,
+                BankAccountSubtype::RegisteredRetirementIncomeFund,
+                BankAccountSubtype::RegisteredRetirementSavingsPlan,
+                BankAccountSubtype::SalaryReductionSEPPlan,
+                BankAccountSubtype::SimplifiedEmployeePensionIRA,
+                BankAccountSubtype::SavingsIncentiveMatchPlanForEmployeesIRA,
+                BankAccountSubtype::SelfInvestedPersonalPension,
+                BankAccountSubtype::StockPlanAccount,
+                BankAccountSubtype::TaxFreeSavingsAccount,
+                BankAccountSubtype::TrustAccount,
+                BankAccountSubtype::UniformGiftToMinorsAct,
+                BankAccountSubtype::UniformTransfersToMinorsAct,
+                BankAccountSubtype::VariableAnnuityAccount,
+            ],
+            self::Other => [
+                BankAccountSubtype::Other,
+            ],
+        };
+    }
+}

app/Events/PlaidSuccess.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace App\Events;
+
+use App\Models\Company;
+use Illuminate\Foundation\Events\Dispatchable;
+use Illuminate\Queue\SerializesModels;
+
+class PlaidSuccess
+{
+    use Dispatchable, SerializesModels;
+
+    public string $publicToken;
+    public string $accessToken;
+
+    public Company $company;
+
+    /**
+     * Create a new event instance.
+     */
+    public function __construct(string $publicToken, string $accessToken, Company $company)
+    {
+        $this->publicToken = $publicToken;
+        $this->accessToken = $accessToken;
+        $this->company = $company;
+    }
+}

app/Events/StartTransactionImport.php

@@ -0,0 +1,33 @@
+<?php
+
+namespace App\Events;
+
+use App\Models\Company;
+use Illuminate\Broadcasting\Channel;
+use Illuminate\Broadcasting\InteractsWithSockets;
+use Illuminate\Broadcasting\PresenceChannel;
+use Illuminate\Broadcasting\PrivateChannel;
+use Illuminate\Contracts\Broadcasting\ShouldBroadcast;
+use Illuminate\Foundation\Events\Dispatchable;
+use Illuminate\Queue\SerializesModels;
+
+class StartTransactionImport
+{
+    use Dispatchable, SerializesModels;
+
+    public Company $company;
+    public $connectedBankAccountId;
+    public $selectedBankAccountId;
+    public $startDate;
+
+    /**
+     * Create a new event instance.
+     */
+    public function __construct($company, $connectedBankAccountId, $selectedBankAccountId, $startDate)
+    {
+        $this->company = $company;
+        $this->connectedBankAccountId = $connectedBankAccountId;
+        $this->selectedBankAccountId = $selectedBankAccountId;
+        $this->startDate = $startDate;
+    }
+}

app/Filament/Company/Pages/Accounting/AccountChart.php

@@ -0,0 +1,177 @@
+<?php
+
+namespace App\Filament\Company\Pages\Accounting;
+
+use App\Models\Accounting\Account as ChartModel;
+use App\Enums\Accounting\AccountCategory;
+use App\Models\Accounting\AccountSubtype;
+use App\Utilities\Accounting\AccountCode;
+use App\Utilities\Currency\CurrencyAccessor;
+use Filament\Actions\Action;
+use Filament\Actions\CreateAction;
+use Filament\Actions\EditAction;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Components\Textarea;
+use Filament\Forms\Components\TextInput;
+use Filament\Forms\Form;
+use Filament\Forms\Get;
+use Filament\Forms\Set;
+use Filament\Pages\Page;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Support\Collection;
+use Livewire\Attributes\Computed;
+use Livewire\Attributes\Url;
+
+class AccountChart extends Page
+{
+    protected static ?string $navigationIcon = 'heroicon-o-clipboard-document-list';
+
+    protected static ?string $title = 'Chart of Accounts';
+
+    protected static ?string $navigationGroup = 'Accounting';
+
+    protected static ?string $slug = 'accounting/chart';
+
+    protected static string $view = 'filament.company.pages.accounting.chart';
+
+    public ?ChartModel $chart = null;
+
+    #[Url]
+    public ?string $activeTab = null;
+
+    public function mount(): void
+    {
+        $this->activeTab = $this->activeTab ?? AccountCategory::Asset->value;
+    }
+
+    protected function configureAction(Action $action): void
+    {
+        $action
+            ->modalWidth(MaxWidth::TwoExtraLarge)
+            ->stickyModalHeader()
+            ->stickyModalFooter();
+    }
+
+    #[Computed]
+    public function categories(): Collection
+    {
+        return AccountSubtype::withCount('accounts')
+            ->get()
+            ->groupBy('category');
+    }
+
+    public function editChartAction(): Action
+    {
+        return EditAction::make()
+            ->iconButton()
+            ->record($this->chart)
+            ->name('editChart')
+            ->label('Edit account')
+            ->modalHeading('Edit Account')
+            ->icon('heroicon-m-pencil-square')
+            ->mountUsing(function (array $arguments, Form $form) {
+                $chartId = $arguments['chart'];
+                $this->chart = ChartModel::find($chartId);
+
+                $form
+                    ->fill($this->chart->toArray())
+                    ->operation('edit')
+                    ->model($this->chart); // This is needed for form relationships to work (maybe a bug in Filament regarding passed arguments related to timing)
+            })
+            ->form($this->getChartForm());
+    }
+
+    public function createChartAction(): Action
+    {
+        return CreateAction::make()
+            ->link()
+            ->name('createChart')
+            ->form($this->getChartForm())
+            ->model(ChartModel::class)
+            ->label('Add a new account')
+            ->icon('heroicon-o-plus-circle')
+            ->mountUsing(function (array $arguments, Form $form) {
+                $subtypeId = $arguments['subtype'];
+                $this->chart = new ChartModel([
+                    'subtype_id' => $subtypeId,
+                ]);
+
+                if ($subtypeId) {
+                    $companyId = auth()->user()->currentCompany->id;
+                    $generatedCode = AccountCode::generate($companyId, $subtypeId);
+                    $this->chart->code = $generatedCode;
+                }
+
+                $form->fill($this->chart->toArray())
+                    ->operation('create');
+            });
+    }
+
+    private function getChartForm(bool $useActiveTab = true): array
+    {
+        return [
+            Select::make('subtype_id')
+                ->label('Type')
+                ->required()
+                ->live()
+                ->disabled(static fn (string $operation, ?ChartModel $record) => $operation === 'edit' && $record?->default === true)
+                ->options($this->getChartSubtypeOptions($useActiveTab))
+                ->afterStateUpdated(static function (?string $state, Set $set): void {
+                   if ($state) {
+                       $companyId = auth()->user()->currentCompany->id;
+                       $generatedCode = AccountCode::generate($companyId, $state);
+                       $set('code', $generatedCode);
+                   }
+                }),
+            TextInput::make('code')
+                ->label('Code')
+                ->required()
+                ->validationAttribute('account code')
+                ->unique(table: ChartModel::class, column: 'code', ignoreRecord: true)
+                ->validateAccountCode(static fn (Get $get) => $get('subtype_id')),
+            TextInput::make('name')
+                ->label('Name')
+                ->required(),
+            Select::make('currency_code')
+                ->localizeLabel('Currency')
+                ->relationship('currency', 'name')
+                ->default(CurrencyAccessor::getDefaultCurrency())
+                ->preload()
+                ->searchable()
+                ->visible(function (Get $get): bool {
+                    return filled($get('subtype_id')) && AccountSubtype::find($get('subtype_id'))->multi_currency;
+                })
+                ->live(),
+            Textarea::make('description')
+                ->label('Description')
+                ->autosize(),
+        ];
+    }
+
+    private function getChartSubtypeOptions($useActiveTab = true): array
+    {
+        $subtypes = $useActiveTab ?
+            AccountSubtype::where('category', $this->activeTab)->get() :
+            AccountSubtype::all();
+
+        return $subtypes->groupBy(fn(AccountSubtype $subtype) => $subtype->type->getLabel())
+            ->map(fn(Collection $subtypes, string $type) => $subtypes->mapWithKeys(static fn (AccountSubtype $subtype) => [$subtype->id => $subtype->name]))
+            ->toArray();
+    }
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            CreateAction::make()
+                ->button()
+                ->label('Add New Account')
+                ->model(ChartModel::class)
+                ->form($this->getChartForm(false)),
+        ];
+    }
+
+    public function getCategoryLabel($categoryValue): string
+    {
+        return AccountCategory::from($categoryValue)->getLabel();
+    }
+}

app/Filament/Company/Pages/Service/ConnectedAccount.php

@@ -0,0 +1,55 @@
+<?php
+
+namespace App\Filament\Company\Pages\Service;
+
+use Filament\Actions\Action;
+use Filament\Facades\Filament;
+use Filament\Pages\Page;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Contracts\Support\Htmlable;
+
+class ConnectedAccount extends Page
+{
+    protected static ?string $navigationIcon = 'heroicon-o-building-library';
+
+    protected static ?string $title = 'Connected Accounts';
+
+    protected static ?string $navigationGroup = 'Services';
+
+    protected static ?string $slug = 'services/connected-accounts';
+
+    protected static string $view = 'filament.company.pages.service.connected-account';
+
+    public function getTitle(): string|Htmlable
+    {
+        return translate(static::$title);
+    }
+
+    public static function getNavigationLabel(): string
+    {
+        return translate(static::$title);
+    }
+
+    public static function getNavigationParentItem(): ?string
+    {
+        if (Filament::hasTopNavigation()) {
+            return translate('Banking');
+        }
+
+        return null;
+    }
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Action::make('connect')
+                ->label('Connect Account')
+                ->dispatch('createToken'),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth|string|null
+    {
+        return MaxWidth::ScreenLarge;
+    }
+}

app/Filament/Company/Pages/Setting/Appearance.php

@@ -131,6 +131,7 @@ class Appearance extends Page
                     ->localizeLabel()
                     ->options(
                         collect(PrimaryColor::cases())
+                            ->sort(static fn ($a, $b) => $a->value <=> $b->value)
                             ->mapWithKeys(static fn ($case) => [
                                 $case->value => "<span class='flex items-center gap-x-4'>
                                 <span class='rounded-full w-4 h-4' style='background:rgb(" . $case->getColor()[600] . ")'></span>

app/Filament/Company/Pages/Setting/CompanyDefault.php

@@ -3,7 +3,7 @@
 namespace App\Filament\Company\Pages\Setting;
 
 use App\Events\CompanyDefaultUpdated;
-use App\Models\Banking\Account;
+use App\Models\Banking\BankAccount;
 use App\Models\Setting\CompanyDefault as CompanyDefaultModel;
 use App\Models\Setting\Currency;
 use App\Models\Setting\Discount;
@@ -127,12 +127,12 @@ class CompanyDefault extends Page
     {
         return Section::make('General')
             ->schema([
-                Select::make('account_id')
+                Select::make('bank_account_id')
                     ->localizeLabel()
-                    ->relationship('account', 'name')
-                    ->getOptionLabelFromRecordUsing(function (Account $record) {
-                        $name = $record->name;
-                        $currency = $this->renderBadgeOptionLabel($record->currency_code);
+                    ->relationship('bankAccount', 'name')
+                    ->getOptionLabelFromRecordUsing(function (BankAccount $record) {
+                        $name = $record->account->name;
+                        $currency = $this->renderBadgeOptionLabel($record->account->currency_code);
 
                         return "{$name} ⁓ {$currency}";
                     })

app/Filament/Company/Pages/Setting/Invoice.php

@@ -15,6 +15,7 @@ use Filament\Forms\Components\ColorPicker;
 use Filament\Forms\Components\Component;
 use Filament\Forms\Components\FileUpload;
 use Filament\Forms\Components\Grid;
+use Filament\Forms\Components\MarkdownEditor;
 use Filament\Forms\Components\Section;
 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\Textarea;
@@ -169,8 +170,7 @@ class Invoice extends Page
                 TextInput::make('subheader')
                     ->localizeLabel()
                     ->nullable(),
-                Textarea::make('terms')
-                    ->localizeLabel()
+                MarkdownEditor::make('terms')
                     ->nullable(),
                 Textarea::make('footer')
                     ->localizeLabel('Footer / Notes')
@@ -303,17 +303,17 @@ class Invoice extends Page
                         ViewField::make('preview.default')
                             ->columnSpan(2)
                             ->hiddenLabel()
-                            ->visible(static fn (callable $get) => $get('template') === 'default')
+                            ->visible(static fn (Get $get) => $get('template') === 'default')
                             ->view('filament.company.components.invoice-layouts.default'),
                         ViewField::make('preview.modern')
                             ->columnSpan(2)
                             ->hiddenLabel()
-                            ->visible(static fn (callable $get) => $get('template') === 'modern')
+                            ->visible(static fn (Get $get) => $get('template') === 'modern')
                             ->view('filament.company.components.invoice-layouts.modern'),
                         ViewField::make('preview.classic')
                             ->columnSpan(2)
                             ->hiddenLabel()
-                            ->visible(static fn (callable $get) => $get('template') === 'classic')
+                            ->visible(static fn (Get $get) => $get('template') === 'classic')
                             ->view('filament.company.components.invoice-layouts.classic'),
                     ])->columnSpan(2),
             ])->columns(3);

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

@@ -0,0 +1,134 @@
+<?php
+
+namespace App\Filament\Company\Resources\Accounting;
+
+use App\Enums\DateFormat;
+use App\Filament\Company\Resources\Accounting\TransactionResource\Pages;
+use App\Filament\Company\Resources\Accounting\TransactionResource\RelationManagers;
+use App\Models\Accounting\Transaction;
+use App\Models\Banking\Account;
+use App\Models\Setting\Localization;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Support\Enums\FontWeight;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Carbon;
+
+class TransactionResource extends Resource
+{
+    protected static ?string $model = Transaction::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\DatePicker::make('posted_at')
+                    ->label('Posted At')
+                    ->required()
+                    ->default(now()),
+                Forms\Components\TextInput::make('description')
+                    ->label('Description'),
+                Forms\Components\Select::make('type')
+                    ->label('Type')
+                    ->options([
+                        'expense' => 'Expense',
+                        'income' => 'Income',
+                        'transfer' => 'Transfer',
+                    ])
+                    ->required(),
+                Forms\Components\Select::make('method')
+                    ->label('Method')
+                    ->options([
+                        'deposit' => 'Deposit',
+                        'withdrawal' => 'Withdrawal',
+                    ])
+                    ->required(),
+                Forms\Components\TextInput::make('amount')
+                    ->label('Amount')
+                    ->money(static function (Forms\Get $get) {
+                        $account = $get('account_id');
+
+                        if ($account) {
+                            $account = Account::find($account);
+
+                            if ($account) {
+                                return $account->currency_code;
+                            }
+                        }
+
+                        return 'USD';
+                    })
+                    ->required(),
+                Forms\Components\Select::make('category_id')
+                    ->label('Category')
+                    ->relationship('category', 'name')
+                    ->searchable()
+                    ->preload()
+                    ->required(),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('posted_at')
+                    ->label('Date')
+                    ->formatStateUsing(static function ($state) {
+                        $dateFormat = Localization::firstOrFail()->date_format->value ?? DateFormat::DEFAULT;
+
+                        return Carbon::parse($state)->translatedFormat($dateFormat);
+                    }),
+                Tables\Columns\TextColumn::make('description')
+                    ->wrap()
+                    ->label('Description'),
+                Tables\Columns\TextColumn::make('category.name')
+                    ->label('Category')
+                    ->html()
+                    ->formatStateUsing(function ($state, Transaction $record) {
+                        $color = $record->category->color ?? '#000000';
+
+                        return "<span style='display: inline-block; width: 8px; height: 8px; background-color: {$color}; border-radius: 50%; margin-right: 3px;'></span> {$state}";
+                    }),
+                Tables\Columns\TextColumn::make('amount')
+                    ->label('Amount')
+                    ->sortable()
+                    ->weight(FontWeight::Medium)
+                    ->color(static fn (Transaction $record) => $record->type === 'expense' ? 'danger' : null)
+                    ->currency(static fn (Transaction $record) => $record->account->currency_code, true),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListTransactions::route('/'),
+            'create' => Pages\CreateTransaction::route('/create'),
+            'edit' => Pages\EditTransaction::route('/{record}/edit'),
+        ];
+    }
+}

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

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\Filament\Company\Resources\Accounting\TransactionResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\TransactionResource;
+use Filament\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateTransaction extends CreateRecord
+{
+    protected static string $resource = TransactionResource::class;
+}

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

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Company\Resources\Accounting\TransactionResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\TransactionResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditTransaction extends EditRecord
+{
+    protected static string $resource = TransactionResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

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

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Filament\Company\Resources\Accounting\TransactionResource\Pages;
+
+use App\Filament\Company\Resources\Accounting\TransactionResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListTransactions extends ListRecords
+{
+    protected static string $resource = TransactionResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Company/Resources/Banking/AccountResource.php

@@ -3,12 +3,16 @@
 namespace App\Filament\Company\Resources\Banking;
 
 use App\Actions\OptionAction\CreateCurrency;
-use App\Enums\AccountType;
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Enums\BankAccountType;
 use App\Facades\Forex;
 use App\Filament\Company\Resources\Banking\AccountResource\Pages;
-use App\Models\Banking\Account;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
 use App\Utilities\Currency\CurrencyAccessor;
 use App\Utilities\Currency\CurrencyConverter;
+use BackedEnum;
 use Filament\Facades\Filament;
 use Filament\Forms;
 use Filament\Forms\Form;
@@ -17,14 +21,16 @@ use Filament\Resources\Resource;
 use Filament\Support\Enums\FontWeight;
 use Filament\Tables;
 use Filament\Tables\Table;
+use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 use Illuminate\Validation\Rules\Unique;
+use Livewire\Component as Livewire;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class AccountResource extends Resource
 {
-    protected static ?string $model = Account::class;
+    protected static ?string $model = BankAccount::class;
 
     protected static ?string $modelLabel = 'Account';
 
@@ -52,200 +58,152 @@ class AccountResource extends Resource
     {
         return $form
             ->schema([
-                Forms\Components\Group::make()
+                Forms\Components\Section::make('Account Information')
                     ->schema([
-                        Forms\Components\Section::make('Account Information')
+                        Forms\Components\Select::make('type')
+                            ->options(BankAccountType::class)
+                            ->localizeLabel()
+                            ->searchable()
+                            ->default(BankAccountType::DEFAULT)
+                            ->live()
+                            ->afterStateUpdated(static function (Forms\Set $set, $state, ?BankAccount $record, string $operation) {
+                                if ($operation === 'create') {
+                                    $set('account.subtype_id', null);
+                                } elseif ($operation === 'edit' && $record !== null) {
+                                    if ($state !== $record->type->value) {
+                                        $set('account.subtype_id', null);
+                                    } else {
+                                        $set('account.subtype_id', $record->account->subtype_id);
+                                    }
+                                }
+                            })
+                            ->required(),
+                        Forms\Components\Group::make()
+                            ->relationship('account')
                             ->schema([
-                                Forms\Components\Select::make('type')
-                                    ->options(AccountType::class)
+                                Forms\Components\Select::make('subtype_id')
+                                    ->options(static function (Forms\Get $get) {
+                                        $typeValue = $get('data.type', true); // Bug: $get('type') returns string on edit, but returns Enum type on create
+                                        $typeString = $typeValue instanceof BackedEnum ? $typeValue->value : $typeValue;
+
+                                        return static::groupSubtypesBySubtypeType($typeString);
+                                    })
                                     ->localizeLabel()
                                     ->searchable()
-                                    ->default(AccountType::DEFAULT)
                                     ->live()
                                     ->required(),
+                            ]),
+                        Forms\Components\Group::make()
+                            ->relationship('account')
+                            ->schema([
                                 Forms\Components\TextInput::make('name')
                                     ->maxLength(100)
                                     ->localizeLabel()
                                     ->required(),
-                                Forms\Components\TextInput::make('number')
-                                    ->localizeLabel('Account Number')
-                                    ->unique(ignoreRecord: true, modifyRuleUsing: static function (Unique $rule, $state) {
-                                        $companyId = Auth::user()->currentCompany->id;
+                            ]),
+                        Forms\Components\TextInput::make('number')
+                            ->localizeLabel('Account Number')
+                            ->unique(ignoreRecord: true, modifyRuleUsing: static function (Unique $rule, $state) {
+                                $companyId = Auth::user()->currentCompany->id;
 
-                                        return $rule->where('company_id', $companyId)->where('number', $state);
-                                    })
-                                    ->maxLength(20)
-                                    ->validationAttribute('account number')
-                                    ->required(),
-                                ToggleButton::make('enabled')
-                                    ->localizeLabel('Default')
-                                    ->onLabel(translate('Yes'))
-                                    ->offLabel(translate('No'))
-                                    ->hidden(static fn (Forms\Get $get) => $get('type') === AccountType::CreditCard->value),
-                            ])->columns(),
-                        Forms\Components\Section::make('Currency & Balance')
-                            ->schema([
-                                Forms\Components\Select::make('currency_code')
-                                    ->localizeLabel('Currency')
-                                    ->relationship('currency', 'name')
-                                    ->default(CurrencyAccessor::getDefaultCurrency())
-                                    ->saveRelationshipsUsing(null)
-                                    ->disabledOn('edit')
-                                    ->dehydrated()
-                                    ->preload()
+                                return $rule->where('company_id', $companyId)->where('number', $state);
+                            })
+                            ->maxLength(20)
+                            ->validationAttribute('account number')
+                            ->required(),
+                        ToggleButton::make('enabled')
+                            ->localizeLabel('Default'),
+                    ])->columns(),
+                Forms\Components\Section::make('Financial Details')
+                    ->relationship('account')
+                    ->schema([
+                        Forms\Components\Select::make('currency_code')
+                            ->localizeLabel('Currency')
+                            ->relationship('currency', 'name')
+                            ->default(CurrencyAccessor::getDefaultCurrency())
+                            ->preload()
+                            ->searchable()
+                            ->live()
+                            ->afterStateUpdated(static function (Forms\Set $set, $state, $old, Forms\Get $get) {
+                                $starting_balance = CurrencyConverter::convertAndSet($state, $old, $get('starting_balance'));
+
+                                if ($starting_balance !== null) {
+                                    $set('starting_balance', $starting_balance);
+                                }
+                            })
+                            ->required()
+                            ->createOptionForm([
+                                Forms\Components\Select::make('code')
+                                    ->localizeLabel()
                                     ->searchable()
+                                    ->options(CurrencyAccessor::getAvailableCurrencies())
                                     ->live()
-                                    ->afterStateUpdated(static function (Forms\Set $set, $state, $old, Forms\Get $get) {
-                                        $opening_balance = CurrencyConverter::convertAndSet($state, $old, $get('opening_balance'));
+                                    ->afterStateUpdated(static function (callable $set, $state) {
+                                        if ($state === null) {
+                                            return;
+                                        }
+
+                                        $currency_code = currency($state);
+                                        $defaultCurrencyCode = currency()->getCurrency();
+                                        $forexEnabled = Forex::isEnabled();
+                                        $exchangeRate = $forexEnabled ? Forex::getCachedExchangeRate($defaultCurrencyCode, $state) : null;
 
-                                        if ($opening_balance !== null) {
-                                            $set('opening_balance', $opening_balance);
+                                        $set('name', $currency_code->getName() ?? '');
+
+                                        if ($forexEnabled && $exchangeRate !== null) {
+                                            $set('rate', $exchangeRate);
                                         }
                                     })
-                                    ->required()
-                                    ->createOptionForm([
-                                        Forms\Components\Select::make('currency.code')
-                                            ->localizeLabel()
-                                            ->searchable()
-                                            ->options(CurrencyAccessor::getAvailableCurrencies())
-                                            ->live()
-                                            ->afterStateUpdated(static function (callable $set, $state) {
-                                                if ($state === null) {
-                                                    return;
-                                                }
-
-                                                $currency_code = currency($state);
-                                                $defaultCurrencyCode = currency()->getCurrency();
-                                                $forexEnabled = Forex::isEnabled();
-                                                $exchangeRate = $forexEnabled ? Forex::getCachedExchangeRate($defaultCurrencyCode, $state) : null;
-
-                                                $set('currency.name', $currency_code->getName() ?? '');
-
-                                                if ($forexEnabled && $exchangeRate !== null) {
-                                                    $set('currency.rate', $exchangeRate);
-                                                }
-                                            })
-                                            ->required(),
-                                        Forms\Components\TextInput::make('currency.name')
-                                            ->localizeLabel()
-                                            ->maxLength(100)
-                                            ->required(),
-                                        Forms\Components\TextInput::make('currency.rate')
-                                            ->localizeLabel()
-                                            ->numeric()
-                                            ->required(),
-                                    ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
-                                        return $action
-                                            ->label('Add Currency')
-                                            ->slideOver()
-                                            ->modalWidth('md')
-                                            ->action(static function (array $data) {
-                                                return DB::transaction(static function () use ($data) {
-                                                    $code = $data['currency']['code'];
-                                                    $name = $data['currency']['name'];
-                                                    $rate = $data['currency']['rate'];
-
-                                                    return (new CreateCurrency())->create($code, $name, $rate);
-                                                });
-                                            });
-                                    }),
-                                Forms\Components\TextInput::make('opening_balance')
-                                    ->required()
+                                    ->required(),
+                                Forms\Components\TextInput::make('name')
                                     ->localizeLabel()
-                                    ->disabledOn('edit')
-                                    ->dehydrated()
-                                    ->money(static fn (Forms\Get $get) => $get('currency_code')),
-                            ])->columns(),
-                        Forms\Components\Tabs::make('Account Specifications')
-                            ->tabs([
-                                Forms\Components\Tabs\Tab::make('Bank Information')
-                                    ->icon('heroicon-o-credit-card')
-                                    ->schema([
-                                        Forms\Components\TextInput::make('bank_name')
-                                            ->localizeLabel()
-                                            ->maxLength(100),
-                                        Forms\Components\TextInput::make('bank_phone')
-                                            ->tel()
-                                            ->localizeLabel()
-                                            ->maxLength(20),
-                                        Forms\Components\Textarea::make('bank_address')
-                                            ->localizeLabel()
-                                            ->columnSpanFull(),
-                                    ])->columns(),
-                                Forms\Components\Tabs\Tab::make('Additional Information')
-                                    ->icon('heroicon-o-information-circle')
-                                    ->schema([
-                                        Forms\Components\TextInput::make('description')
-                                            ->localizeLabel()
-                                            ->maxLength(100),
-                                        Forms\Components\SpatieTagsInput::make('tags')
-                                            ->localizeLabel()
-                                            ->placeholder('Enter tags...')
-                                            ->type('statuses')
-                                            ->suggestions([
-                                                'Business',
-                                                'Personal',
-                                                'College Fund',
-                                            ]),
-                                        Forms\Components\MarkdownEditor::make('notes')
-                                            ->columnSpanFull(),
-                                    ])->columns(),
-                            ]),
-                    ])->columnSpan(['lg' => 2]),
+                                    ->maxLength(100)
+                                    ->required(),
+                                Forms\Components\TextInput::make('rate')
+                                    ->localizeLabel()
+                                    ->numeric()
+                                    ->required(),
+                            ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
+                                return $action
+                                    ->label('Add Currency')
+                                    ->slideOver()
+                                    ->modalWidth('md')
+                                    ->action(static function (array $data) {
+                                        return DB::transaction(static function () use ($data) {
+                                            $code = $data['code'];
+                                            $name = $data['name'];
+                                            $rate = $data['rate'];
 
-                Forms\Components\Group::make()
-                    ->schema([
-                        Forms\Components\Section::make('Routing Information')
-                            ->schema([
-                                Forms\Components\TextInput::make('aba_routing_number')
-                                    ->localizeLabel('ABA Number')
-                                    ->integer()
-                                    ->length(9),
-                                Forms\Components\TextInput::make('ach_routing_number')
-                                    ->localizeLabel('ACH Number')
-                                    ->integer()
-                                    ->length(9),
-                            ]),
-                        Forms\Components\Section::make('International Bank Information')
-                            ->schema([
-                                Forms\Components\TextInput::make('bic_swift_code')
-                                    ->localizeLabel('BIC/SWIFT Code')
-                                    ->maxLength(11),
-                                Forms\Components\TextInput::make('iban')
-                                    ->localizeLabel('IBAN')
-                                    ->maxLength(34),
-                            ]),
-                    ])->columnSpan(['lg' => 1]),
-            ])->columns(3);
+                                            return (new CreateCurrency())->create($code, $name, $rate);
+                                        });
+                                    });
+                            }),
+                        Forms\Components\TextInput::make('starting_balance')
+                            ->required()
+                            ->localizeLabel()
+                            ->dehydrated()
+                            ->money(static fn (Forms\Get $get) => $get('currency_code')),
+                    ])->columns(),
+            ]);
     }
 
     public static function table(Table $table): Table
     {
         return $table
             ->columns([
-                Tables\Columns\TextColumn::make('name')
+                Tables\Columns\TextColumn::make('account.name')
                     ->localizeLabel('Account')
                     ->searchable()
                     ->weight(FontWeight::Medium)
-                    ->icon(static fn (Account $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null)
-                    ->tooltip(static fn (Account $record) => $record->isEnabled() ? 'Default Account' : null)
+                    ->icon(static fn (BankAccount $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (BankAccount $record) => $record->isEnabled() ? 'Default Account' : null)
                     ->iconPosition('after')
-                    ->description(static fn (Account $record) => $record->number ?: 'N/A')
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('bank_name')
-                    ->localizeLabel('Bank')
-                    ->placeholder('N/A')
-                    ->description(static fn (Account $record) => $record->bank_phone ?: 'N/A')
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('status')
-                    ->badge()
-                    ->localizeLabel()
+                    ->description(static fn (BankAccount $record) => $record->number ?: 'N/A')
                     ->sortable(),
-                Tables\Columns\TextColumn::make('balance')
+                Tables\Columns\TextColumn::make('account.starting_balance')
                     ->localizeLabel('Current Balance')
                     ->sortable()
-                    ->currency(static fn (Account $record) => $record->currency_code, true),
+                    ->currency(static fn (BankAccount $record) => $record->account->currency_code, true),
             ])
             ->filters([
                 //
@@ -253,10 +211,10 @@ class AccountResource extends Resource
             ->actions([
                 Tables\Actions\EditAction::make(),
                 Tables\Actions\Action::make('update_balance')
-                    ->hidden(function (Account $record) {
-                        $usesDefaultCurrency = $record->currency->isEnabled();
+                    ->hidden(function (BankAccount $record) {
+                        $usesDefaultCurrency = $record->account->currency->isEnabled();
                         $forexDisabled = Forex::isDisabled();
-                        $sameExchangeRate = $record->currency->rate === $record->currency->live_rate;
+                        $sameExchangeRate = $record->account->currency->rate === $record->account->currency->live_rate;
 
                         return $usesDefaultCurrency || $forexDisabled || $sameExchangeRate;
                     })
@@ -264,10 +222,10 @@ class AccountResource extends Resource
                     ->icon('heroicon-o-currency-dollar')
                     ->requiresConfirmation()
                     ->modalDescription('Are you sure you want to update the balance with the latest exchange rate?')
-                    ->before(static function (Tables\Actions\Action $action, Account $record) {
-                        if ($record->currency->isDisabled()) {
+                    ->before(static function (Tables\Actions\Action $action, BankAccount $record) {
+                        if ($record->account->currency->isDisabled()) {
                             $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
-                            $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->currency_code);
+                            $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->account->currency_code);
                             if ($exchangeRate === null) {
                                 Notification::make()
                                     ->warning()
@@ -280,30 +238,30 @@ class AccountResource extends Resource
                             }
                         }
                     })
-                    ->action(static function (Account $record) {
-                        if ($record->currency->isDisabled()) {
+                    ->action(static function (BankAccount $record) {
+                        if ($record->account->currency->isDisabled()) {
                             $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
-                            $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->currency_code);
-                            $oldExchangeRate = $record->currency->rate;
+                            $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->account->currency_code);
+                            $oldExchangeRate = $record->account->currency->rate;
 
                             if ($exchangeRate !== null && $exchangeRate !== $oldExchangeRate) {
 
-                                $scale = 10 ** $record->currency->precision;
-                                $cleanedBalance = (int) filter_var($record->opening_balance, FILTER_SANITIZE_NUMBER_INT);
+                                $scale = 10 ** $record->account->currency->precision;
+                                $cleanedBalance = (int) filter_var($record->account->starting_balance, FILTER_SANITIZE_NUMBER_INT);
 
                                 $newBalance = ($exchangeRate / $oldExchangeRate) * $cleanedBalance;
                                 $newBalanceInt = (int) round($newBalance, $scale);
 
-                                $record->opening_balance = money($newBalanceInt, $record->currency_code)->getValue();
-                                $record->currency->rate = $exchangeRate;
+                                $record->account->starting_balance = money($newBalanceInt, $record->account->currency_code)->getValue();
+                                $record->account->currency->rate = $exchangeRate;
 
-                                $record->currency->save();
+                                $record->account->currency->save();
                                 $record->save();
 
                                 Notification::make()
                                     ->success()
                                     ->title('Balance Updated Successfully')
-                                    ->body(__('The :name account balance has been updated to reflect the current exchange rate.', ['name' => $record->name]))
+                                    ->body(__('The :name account balance has been updated to reflect the current exchange rate.', ['name' => $record->account->name]))
                                     ->send();
                             }
                         }
@@ -314,7 +272,6 @@ class AccountResource extends Resource
                     Tables\Actions\DeleteBulkAction::make(),
                 ]),
             ])
-            ->checkIfRecordIsSelectableUsing(static fn (Account $record) => $record->isDisabled())
             ->emptyStateActions([
                 Tables\Actions\CreateAction::make(),
             ]);
@@ -328,4 +285,23 @@ class AccountResource extends Resource
             'edit' => Pages\EditAccount::route('/{record}/edit'),
         ];
     }
+
+    public static function groupSubtypesBySubtypeType($typeString): array
+    {
+        $category = match ($typeString) {
+            BankAccountType::Depository->value, BankAccountType::Investment->value => AccountCategory::Asset,
+            BankAccountType::Credit->value, BankAccountType::Loan->value => AccountCategory::Liability,
+            default => null,
+        };
+
+        if ($category === null) {
+            return [];
+        }
+
+        $subtypes = AccountSubtype::where('category', $category)->get();
+
+        return $subtypes->groupBy(fn(AccountSubtype $subtype) => $subtype->type->getLabel())
+            ->map(fn(Collection $subtypes, string $type) => $subtypes->mapWithKeys(static fn (AccountSubtype $subtype) => [$subtype->id => $subtype->name]))
+            ->toArray();
+    }
 }

app/Filament/Company/Resources/Banking/AccountResource/Pages/CreateAccount.php

@@ -3,16 +3,16 @@
 namespace App\Filament\Company\Resources\Banking\AccountResource\Pages;
 
 use App\Filament\Company\Resources\Banking\AccountResource;
-use App\Models\Banking\Account;
+use App\Models\Banking\BankAccount;
 use App\Traits\HandlesResourceRecordCreation;
 use Filament\Resources\Pages\CreateRecord;
 use Filament\Support\Exceptions\Halt;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Log;
 
 class CreateAccount extends CreateRecord
 {
-    use HandlesResourceRecordCreation;
 
     protected static string $resource = AccountResource::class;
 
@@ -25,20 +25,15 @@ class CreateAccount extends CreateRecord
     {
         $data['enabled'] = (bool) ($data['enabled'] ?? false);
 
+        Log::info('CreateAccount::mutateFormDataBeforeCreate', $data);
+
         return $data;
     }
 
-    /**
-     * @throws Halt
-     */
     protected function handleRecordCreation(array $data): Model
     {
-        $user = Auth::user();
-
-        if (! $user) {
-            throw new Halt('No authenticated user found.');
-        }
+        Log::info('CreateAccount::handleRecordCreation', $data);
 
-        return $this->handleRecordCreationWithUniqueField($data, new Account(), $user);
+        return parent::handleRecordCreation($data);
     }
 }

app/Filament/Company/Resources/Banking/AccountResource/Pages/EditAccount.php

@@ -3,7 +3,6 @@
 namespace App\Filament\Company\Resources\Banking\AccountResource\Pages;
 
 use App\Filament\Company\Resources\Banking\AccountResource;
-use App\Models\Banking\Account;
 use App\Traits\HandlesResourceRecordUpdate;
 use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
@@ -31,22 +30,8 @@ class EditAccount extends EditRecord
 
     protected function mutateFormDataBeforeSave(array $data): array
     {
-        $data['enabled'] = (bool) $data['enabled'];
+        $data['enabled'] = (bool) ($data['enabled'] ?? false);
 
         return $data;
     }
-
-    /**
-     * @throws Halt
-     */
-    protected function handleRecordUpdate(Account | Model $record, array $data): Model | Account
-    {
-        $user = Auth::user();
-
-        if (! $user) {
-            throw new Halt('No authenticated user found.');
-        }
-
-        return $this->handleRecordUpdateWithUniqueField($record, $data, $user);
-    }
 }

app/Filament/Company/Resources/Core/DepartmentResource/RelationManagers/ChildrenRelationManager.php

@@ -22,7 +22,6 @@ class ChildrenRelationManager extends RelationManager
             ->schema([
                 Forms\Components\TextInput::make('name')
                     ->localizeLabel()
-                    ->autofocus()
                     ->required()
                     ->maxLength(100),
                 Forms\Components\Select::make('manager_id')
@@ -40,10 +39,7 @@ class ChildrenRelationManager extends RelationManager
                     ->searchable()
                     ->preload()
                     ->nullable(),
-                Forms\Components\Textarea::make('description')
-                    ->localizeLabel()
-                    ->autosize()
-                    ->nullable(),
+                Forms\Components\MarkdownEditor::make('description')->required(),
             ]);
     }
 

app/Filament/Company/Resources/Setting/CategoryResource.php

@@ -2,10 +2,12 @@
 
 namespace App\Filament\Company\Resources\Setting;
 
+use App\Enums\Accounting\AccountCategory;
 use App\Enums\CategoryType;
 use App\Filament\Company\Resources\Setting\CategoryResource\Pages;
+use App\Models\Accounting\Account;
 use App\Models\Setting\Category;
-use App\Traits\NotifiesOnDelete;
+use BackedEnum;
 use Closure;
 use Exception;
 use Filament\Facades\Filament;
@@ -19,8 +21,6 @@ use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class CategoryResource extends Resource
 {
-    use NotifiesOnDelete;
-
     protected static ?string $model = Category::class;
 
     protected static ?string $modelLabel = 'Category';
@@ -50,44 +50,62 @@ class CategoryResource extends Resource
     public static function form(Form $form): Form
     {
         return $form
+            ->columns(1)
             ->schema([
-                Forms\Components\Section::make('General')
-                    ->schema([
-                        Forms\Components\TextInput::make('name')
-                            ->localizeLabel()
-                            ->autofocus()
-                            ->required()
-                            ->maxLength(255)
-                            ->rule(static function (Forms\Get $get, Forms\Components\Component $component): Closure {
-                                return static function (string $attribute, $value, Closure $fail) use ($get, $component) {
-                                    $existingCategory = Category::where('company_id', auth()->user()->currentCompany->id)
-                                        ->where('name', $value)
-                                        ->where('type', $get('type'))
-                                        ->first();
-
-                                    if ($existingCategory && $existingCategory->getKey() !== $component->getRecord()?->getKey()) {
-                                        $message = translate('The :Type :record ":name" already exists.', [
-                                            'Type' => $existingCategory->type->getLabel(),
-                                            'record' => strtolower(static::getModelLabel()),
-                                            'name' => $value,
-                                        ]);
-
-                                        $fail($message);
-                                    }
-                                };
-                            }),
-                        Forms\Components\Select::make('type')
-                            ->localizeLabel()
-                            ->options(CategoryType::class)
-                            ->required(),
-                        Forms\Components\ColorPicker::make('color')
-                            ->localizeLabel()
-                            ->required(),
-                        ToggleButton::make('enabled')
-                            ->localizeLabel('Default')
-                            ->onLabel(Category::enabledLabel())
-                            ->offLabel(Category::disabledLabel()),
-                    ])->columns(),
+                Forms\Components\TextInput::make('name')
+                    ->localizeLabel()
+                    ->required()
+                    ->maxLength(255)
+                    ->rule(static function (Forms\Get $get, Forms\Components\Component $component): Closure {
+                        return static function (string $attribute, $value, Closure $fail) use ($get, $component) {
+                            $existingCategory = Category::where('company_id', auth()->user()->currentCompany->id)
+                                ->where('name', $value)
+                                ->where('type', $get('type'))
+                                ->first();
+
+                            if ($existingCategory && $existingCategory->getKey() !== $component->getRecord()?->getKey()) {
+                                $message = translate('The :Type :record ":name" already exists.', [
+                                    'Type' => $existingCategory->type->getLabel(),
+                                    'record' => strtolower(static::getModelLabel()),
+                                    'name' => $value,
+                                ]);
+
+                                $fail($message);
+                            }
+                        };
+                    }),
+                Forms\Components\Select::make('type')
+                    ->localizeLabel()
+                    ->options(CategoryType::class)
+                    ->live()
+                    ->required()
+                    ->afterStateUpdated(static function (Forms\Set $set, $state, ?Category $record, string $operation) {
+                        $accountOptions = static::getAccountOptions($state);
+
+                        if ($operation === 'create') {
+                            $set('account_id', null);
+                        } elseif ($operation === 'edit' && $record !== null) {
+                            if (! array_key_exists($record->account_id, $accountOptions)) {
+                                $set('account_id', null);
+                            } else {
+                                $set('account_id', $record->account_id);
+                            }
+                        }
+                    }),
+                Forms\Components\Select::make('account_id')
+                    ->label('Account')
+                    ->searchable()
+                    ->preload()
+                    ->options(static function (Forms\Get $get) {
+                        return static::getAccountOptions($get('type'));
+                    }),
+                Forms\Components\ColorPicker::make('color')
+                    ->localizeLabel()
+                    ->required(),
+                ToggleButton::make('enabled')
+                    ->localizeLabel('Default')
+                    ->onLabel(Category::enabledLabel())
+                    ->offLabel(Category::disabledLabel()),
             ]);
     }
 
@@ -125,6 +143,7 @@ class CategoryResource extends Resource
                 Tables\Filters\SelectFilter::make('type')
                     ->label('Type')
                     ->multiple()
+                    ->searchable()
                     ->options(CategoryType::class),
             ])
             ->actions([
@@ -138,18 +157,32 @@ class CategoryResource extends Resource
             ])
             ->checkIfRecordIsSelectableUsing(static function (Category $record) {
                 return $record->isDisabled();
-            })
-            ->emptyStateActions([
-                Tables\Actions\CreateAction::make(),
-            ]);
+            });
     }
 
     public static function getPages(): array
     {
         return [
-            'index' => Pages\ListCategories::route('/'),
-            'create' => Pages\CreateCategory::route('/create'),
-            'edit' => Pages\EditCategory::route('/{record}/edit'),
+            'index' => Pages\ManageCategory::route('/'),
         ];
     }
+
+    public static function getAccountOptions($typeValue): array
+    {
+        $typeString = $typeValue instanceof BackedEnum ? $typeValue->value : $typeValue;
+
+        $accountCategory = match ($typeString) {
+            CategoryType::Income->value => AccountCategory::Revenue,
+            CategoryType::Expense->value => AccountCategory::Expense,
+            default => null,
+        };
+
+        if ($accountCategory) {
+            $accounts = Account::where('category', $accountCategory)->get();
+        } else {
+            $accounts = Account::all();
+        }
+
+        return $accounts->pluck('name', 'id')->toArray();
+    }
 }

app/Filament/Company/Resources/Setting/CategoryResource/Pages/CreateCategory.php

@@ -1,46 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Setting\CategoryResource\Pages;
-
-use App\Enums\CategoryType;
-use App\Filament\Company\Resources\Setting\CategoryResource;
-use App\Models\Setting\Category;
-use App\Traits\HandlesResourceRecordCreation;
-use Filament\Resources\Pages\CreateRecord;
-use Filament\Support\Exceptions\Halt;
-use Illuminate\Database\Eloquent\Model;
-
-class CreateCategory extends CreateRecord
-{
-    use HandlesResourceRecordCreation;
-
-    protected static string $resource = CategoryResource::class;
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->previousUrl;
-    }
-
-    protected function mutateFormDataBeforeCreate(array $data): array
-    {
-        $data['enabled'] = (bool) $data['enabled'];
-
-        return $data;
-    }
-
-    /**
-     * @throws Halt
-     */
-    protected function handleRecordCreation(array $data): Model
-    {
-        $user = auth()->user();
-
-        if (! $user) {
-            throw new Halt('No authenticated user found');
-        }
-
-        $evaluatedTypes = [CategoryType::Income, CategoryType::Expense];
-
-        return $this->handleRecordCreationWithUniqueField($data, new Category(), $user, 'type', $evaluatedTypes);
-    }
-}

app/Filament/Company/Resources/Setting/CategoryResource/Pages/EditCategory.php

@@ -1,53 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Setting\CategoryResource\Pages;
-
-use App\Enums\CategoryType;
-use App\Filament\Company\Resources\Setting\CategoryResource;
-use App\Traits\HandlesResourceRecordUpdate;
-use Filament\Actions;
-use Filament\Resources\Pages\EditRecord;
-use Filament\Support\Exceptions\Halt;
-use Illuminate\Database\Eloquent\Model;
-
-class EditCategory extends EditRecord
-{
-    use HandlesResourceRecordUpdate;
-
-    protected static string $resource = CategoryResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\DeleteAction::make(),
-        ];
-    }
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->previousUrl;
-    }
-
-    protected function mutateFormDataBeforeSave(array $data): array
-    {
-        $data['enabled'] = (bool) $data['enabled'];
-
-        return $data;
-    }
-
-    /**
-     * @throws Halt
-     */
-    protected function handleRecordUpdate(Model $record, array $data): Model
-    {
-        $user = auth()->user();
-
-        if (! $user) {
-            throw new Halt('No authenticated user found');
-        }
-
-        $evaluatedTypes = [CategoryType::Income, CategoryType::Expense];
-
-        return $this->handleRecordUpdateWithUniqueField($record, $data, $user, 'type', $evaluatedTypes);
-    }
-}

app/Filament/Company/Resources/Setting/CategoryResource/Pages/ListCategories.php

@@ -1,19 +0,0 @@
-<?php
-
-namespace App\Filament\Company\Resources\Setting\CategoryResource\Pages;
-
-use App\Filament\Company\Resources\Setting\CategoryResource;
-use Filament\Actions;
-use Filament\Resources\Pages\ListRecords;
-
-class ListCategories extends ListRecords
-{
-    protected static string $resource = CategoryResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\CreateAction::make(),
-        ];
-    }
-}

app/Filament/Company/Resources/Setting/CategoryResource/Pages/ManageCategory.php

@@ -0,0 +1,52 @@
+<?php
+
+namespace App\Filament\Company\Resources\Setting\CategoryResource\Pages;
+
+use App\Enums\CategoryType;
+use App\Filament\Company\Resources\Setting\CategoryResource;
+use App\Models\Setting\Category;
+use App\Traits\HandlesResourceRecordCreation;
+use App\Traits\HandlesResourceRecordUpdate;
+use Filament\Actions;
+use Filament\Resources\Pages\ManageRecords;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Model;
+
+class ManageCategory extends ManageRecords
+{
+    use HandlesResourceRecordCreation;
+    use HandlesResourceRecordUpdate;
+
+    protected static string $resource = CategoryResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make()
+                ->using(function (array $data): Model {
+                    $user = auth()->user();
+
+                    $evaluatedTypes = [CategoryType::Income, CategoryType::Expense];
+
+                    return $this->handleRecordCreationWithUniqueField($data, new Category(), $user, 'type', $evaluatedTypes);
+                })
+                ->modalWidth(MaxWidth::TwoExtraLarge),
+        ];
+    }
+
+    protected function configureEditAction(Tables\Actions\EditAction $action): void
+    {
+        parent::configureEditAction($action);
+
+        $action
+            ->modalWidth(MaxWidth::TwoExtraLarge)
+            ->using(function (Model $record, array $data): Model {
+                $user = auth()->user();
+
+                $evaluatedTypes = [CategoryType::Income, CategoryType::Expense];
+
+                return $this->handleRecordUpdateWithUniqueField($record, $data, $user, 'type', $evaluatedTypes);
+            });
+    }
+}

app/Http/Controllers/PlaidController.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\Services\PlaidService;
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+
+class PlaidController extends Controller
+{
+    /**
+     * Handle the incoming request.
+     */
+    public function __invoke(Request $request, PlaidService $plaidService)
+    {
+        $publicTokenResponse = $plaidService->createSandboxPublicToken();
+        $publicToken = $publicTokenResponse->public_token;
+
+        $accessTokenResponse = $plaidService->exchangePublicToken($publicToken);
+        $accessToken = $accessTokenResponse->access_token;
+
+        $authResponse = $plaidService->getAuth($accessToken);
+        $account = $authResponse;
+
+        $institutionId = $account->item->institution_id;
+
+        $institutionResponse = $plaidService->getInstitution($institutionId);
+
+        return response()->json([
+            'public_token' => $publicToken,
+            'public_token_response' => $publicTokenResponse,
+            'access_token_response' => $accessTokenResponse,
+            'access_token' => $accessToken,
+            'account' => $account,
+            'institution' => $institutionResponse,
+        ]);
+    }
+}

app/Listeners/ConfigureChartOfAccounts.php

@@ -0,0 +1,92 @@
+<?php
+
+namespace App\Listeners;
+
+use App\Enums\Accounting\AccountType;
+use App\Events\CompanyGenerated;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Company;
+use App\Utilities\Currency\CurrencyAccessor;
+
+class ConfigureChartOfAccounts
+{
+    /**
+     * Create the event listener.
+     */
+    public function __construct()
+    {
+        //
+    }
+
+    /**
+     * Handle the event.
+     */
+    public function handle(CompanyGenerated $event): void
+    {
+        $company = $event->company;
+
+        $this->createChartOfAccounts($company);
+    }
+
+    public function createChartOfAccounts(Company $company): void
+    {
+        $chartOfAccounts = config('chart-of-accounts.default');
+
+        foreach ($chartOfAccounts as $type => $subtypes) {
+            foreach ($subtypes as $subtypeName => $subtypeConfig) {
+                $subtype = AccountSubtype::create([
+                    'company_id' => $company->id,
+                    'multi_currency' => $subtypeConfig['multi_currency'] ?? false,
+                    'category' => AccountType::from($type)->getCategory()->value,
+                    'type' => $type,
+                    'name' => $subtypeName,
+                    'description' => $subtypeConfig['description'] ?? 'No description available.',
+                ]);
+
+                $this->createDefaultAccounts($company, $subtype, $subtypeConfig);
+            }
+        }
+
+        $this->linkCategoriesToAccounts($company);
+    }
+
+    private function createDefaultAccounts(Company $company, AccountSubtype $subtype, array $subtypeConfig): void
+    {
+        if (isset($subtypeConfig['accounts']) && is_array($subtypeConfig['accounts'])) {
+            $baseCode = $subtypeConfig['base_code'];
+
+            foreach ($subtypeConfig['accounts'] as $accountName => $accountDetails) {
+                Account::create([
+                    'company_id' => $company->id,
+                    'category' => $subtype->type->getCategory()->value,
+                    'type' => $subtype->type->value,
+                    'subtype_id' => $subtype->id,
+                    'code' => $baseCode++,
+                    'name' => $accountName,
+                    'description' => $accountDetails['description'] ?? 'No description available.',
+                    'ending_balance' => 0,
+                    'active' => true,
+                    'default' => true,
+                    'currency_code' => CurrencyAccessor::getDefaultCurrency(),
+                    'created_by' => $company->owner->id,
+                    'updated_by' => $company->owner->id,
+                ]);
+            }
+        }
+    }
+
+    private function linkCategoriesToAccounts(Company $company): void
+    {
+        $categories = config('chart-of-accounts.category_account_map');
+
+        foreach ($categories as $categoryName => $accountName) {
+            $category = $company->categories()->where('name', $categoryName)->first();
+            $account = $company->accounts()->where('name', $accountName)->first();
+
+            if ($category && $account) {
+                $category->update(['account_id' => $account->id]);
+            }
+        }
+    }
+}

app/Listeners/ConfigureCompanyNavigation.php

@@ -3,6 +3,7 @@
 namespace App\Listeners;
 
 use App\Events\CompanyConfigured;
+use App\Filament\Company\Pages\Service\ConnectedAccount;
 use App\Filament\Company\Pages\Service\LiveCurrency;
 use App\Filament\Company\Pages\Setting\Appearance;
 use App\Filament\Company\Pages\Setting\CompanyDefault;
@@ -66,7 +67,7 @@ class ConfigureCompanyNavigation
      */
     protected function buildSettingsGroup(): NavigationGroup
     {
-        return NavigationGroup::make(translate('Settings'))
+        return NavigationGroup::make('Settings')
             ->items([
                 ...CategoryResource::getNavigationItems(),
                 ...CurrencyResource::getNavigationItems(),
@@ -85,10 +86,11 @@ class ConfigureCompanyNavigation
      */
     protected function buildResourcesGroup(): NavigationGroup
     {
-        return NavigationGroup::make(translate('Resources'))
+        return NavigationGroup::make('Resources')
             ->items([
-                ...LiveCurrency::getNavigationItems(),
                 ...AccountResource::getNavigationItems(),
+                ...ConnectedAccount::getNavigationItems(),
+                ...LiveCurrency::getNavigationItems(),
                 ...DepartmentResource::getNavigationItems(),
             ]);
     }

app/Listeners/CreateConnectedAccount.php

@@ -0,0 +1,81 @@
+<?php
+
+namespace App\Listeners;
+
+use App\Events\PlaidSuccess;
+use App\Models\Banking\Institution;
+use App\Models\Company;
+use App\Services\PlaidService;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Support\Facades\DB;
+
+class CreateConnectedAccount
+{
+    protected PlaidService $plaid;
+
+    /**
+     * Create the event listener.
+     */
+    public function __construct(PlaidService $plaid)
+    {
+        $this->plaid = $plaid;
+    }
+
+    /**
+     * Handle the event.
+     */
+    public function handle(PlaidSuccess $event): void
+    {
+        DB::transaction(function () use ($event) {
+            $this->processPlaidSuccess($event);
+        });
+    }
+
+    public function processPlaidSuccess(PlaidSuccess $event): void
+    {
+        $accessToken = $event->accessToken;
+
+        $company = $event->company;
+
+        $authResponse = $this->plaid->getAccounts($accessToken);
+
+        $institutionResponse = $this->plaid->getInstitution($authResponse->item->institution_id, $company->profile->country);
+
+        $this->processInstitution($authResponse, $institutionResponse, $company, $accessToken);
+    }
+
+    public function processInstitution($authResponse, $institutionResponse, Company $company, $accessToken): void
+    {
+        $institution = Institution::updateOrCreate([
+            'external_institution_id' => $authResponse->item->institution_id ?? null,
+        ], [
+            'name' => $institutionResponse->institution->name ?? null,
+            'logo' => $institutionResponse->institution->logo ?? null,
+            'website' => $institutionResponse->institution->url ?? null,
+        ]);
+
+        foreach ($authResponse->accounts as $plaidAccount) {
+            $this->processConnectedBankAccount($plaidAccount, $company, $institution, $authResponse, $accessToken);
+        }
+    }
+
+    public function processConnectedBankAccount($plaidAccount, Company $company, Institution $institution, $authResponse, $accessToken): void
+    {
+        $identifierHash = md5($institution->external_institution_id . $plaidAccount->name . $plaidAccount->mask);
+
+        $company->connectedBankAccounts()->updateOrCreate([
+            'identifier' => $identifierHash,
+        ], [
+            'institution_id' => $institution->id,
+            'external_account_id' => $plaidAccount->account_id,
+            'access_token' => $accessToken,
+            'item_id' => $authResponse->item->item_id,
+            'name' => $plaidAccount->name,
+            'mask' => $plaidAccount->mask,
+            'type' => $plaidAccount->type,
+            'subtype' => $plaidAccount->subtype,
+            'import_transactions' => false,
+        ]);
+    }
+}

app/Listeners/HandleTransactionImport.php

@@ -0,0 +1,143 @@
+<?php
+
+namespace App\Listeners;
+
+use App\Events\StartTransactionImport;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+use App\Models\Setting\Currency;
+use App\Services\PlaidService;
+use App\Utilities\Currency\CurrencyAccessor;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Support\Facades\DB;
+
+class HandleTransactionImport
+{
+    protected PlaidService $plaid;
+
+    /**
+     * Create the event listener.
+     */
+    public function __construct(PlaidService $plaid)
+    {
+        $this->plaid = $plaid;
+    }
+
+    /**
+     * Handle the event.
+     */
+    public function handle(StartTransactionImport $event): void
+    {
+        DB::transaction(function () use ($event) {
+            $this->processTransactionImport($event);
+        });
+    }
+
+    public function processTransactionImport(StartTransactionImport $event): void
+    {
+        $company = $event->company;
+        $connectedBankAccountId = $event->connectedBankAccountId;
+        $selectedBankAccountId = $event->selectedBankAccountId;
+        $startDate = $event->startDate;
+
+        $connectedBankAccount = ConnectedBankAccount::find($connectedBankAccountId);
+
+        if ($connectedBankAccount === null) {
+            return;
+        }
+
+        $accessToken = $connectedBankAccount->access_token;
+
+        if ($selectedBankAccountId === 'new') {
+            $bankAccount = $this->processNewBankAccount($company, $connectedBankAccount, $accessToken);
+        } else {
+            $bankAccount = BankAccount::find($selectedBankAccountId);
+
+            if ($bankAccount === null) {
+                return;
+            }
+        }
+
+        $connectedBankAccount->update([
+            'bank_account_id' => $bankAccount->id,
+            'import_transactions' => true,
+        ]);
+    }
+
+    public function processNewBankAccount(Company $company, ConnectedBankAccount $connectedBankAccount, $accessToken): BankAccount
+    {
+        $bankAccount = $connectedBankAccount->bankAccount()->create([
+            'company_id' => $company->id,
+            'institution_id' => $connectedBankAccount->institution_id,
+            'type' => $connectedBankAccount->type,
+            'number' => $connectedBankAccount->mask,
+            'enabled' => BankAccount::where('company_id', $company->id)->where('enabled', true)->doesntExist(),
+        ]);
+
+        $this->mapAccountDetails($bankAccount, $company, $accessToken, $connectedBankAccount);
+
+        return $bankAccount;
+    }
+
+    public function mapAccountDetails(BankAccount $bankAccount, Company $company, $accessToken, ConnectedBankAccount $connectedBankAccount): void
+    {
+        $this->ensureCurrencyExists($company->id, 'USD');
+
+        $accountSubtype = $this->getAccountSubtype($bankAccount->type->value);
+
+        $accountSubtypeId = $this->resolveAccountSubtypeId($company, $accountSubtype);
+
+        $bankAccount->account()->create([
+            'company_id' => $company->id,
+            'name' => $connectedBankAccount->name,
+            'currency_code' => 'USD',
+            'description' => $connectedBankAccount->name,
+            'subtype_id' => $accountSubtypeId,
+            'active' => true,
+        ]);
+    }
+
+    public function ensureCurrencyExists(int $companyId, string $currencyCode): void
+    {
+        $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
+
+        $hasDefaultCurrency = $defaultCurrency !== null;
+
+        $currency_code = currency($currencyCode);
+
+        Currency::firstOrCreate([
+            'company_id' => $companyId,
+            'code' => $currencyCode,
+        ], [
+            'name' => $currency_code->getName(),
+            'rate' => $currency_code->getRate(),
+            'precision' => $currency_code->getPrecision(),
+            'symbol' => $currency_code->getSymbol(),
+            'symbol_first' => $currency_code->isSymbolFirst(),
+            'decimal_mark' => $currency_code->getDecimalMark(),
+            'thousands_separator' => $currency_code->getThousandsSeparator(),
+            'enabled' => ! $hasDefaultCurrency,
+        ]);
+    }
+
+    public function getAccountSubtype(string $plaidType): string
+    {
+        return match ($plaidType) {
+            'depository' => 'Cash and Cash Equivalents',
+            'credit' => 'Short-Term Borrowings',
+            'loan' => 'Long-Term Borrowings',
+            'investment' => 'Long-Term Investments',
+            'other' => 'Other Current Assets',
+        };
+    }
+
+    public function resolveAccountSubtypeId(Company $company, string $accountSubtype): int
+    {
+        return AccountSubtype::where('company_id', $company->id)
+            ->where('name', $accountSubtype)
+            ->value('id');
+    }
+}

app/Listeners/PopulateAccountFromPlaid.php

@@ -0,0 +1,177 @@
+<?php
+
+namespace App\Listeners;
+
+use App\Events\PlaidSuccess;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\Institution;
+use App\Models\Company;
+use App\Models\Setting\Currency;
+use App\Services\PlaidService;
+use App\Utilities\Currency\CurrencyAccessor;
+use Illuminate\Support\Facades\DB;
+
+class PopulateAccountFromPlaid
+{
+    protected PlaidService $plaid;
+
+    /**
+     * Create the event listener.
+     */
+    public function __construct(PlaidService $plaid)
+    {
+        $this->plaid = $plaid;
+    }
+
+    /**
+     * Handle the event.
+     */
+    public function handle(PlaidSuccess $event): void
+    {
+        DB::transaction(function () use ($event) {
+            $this->processPlaidSuccess($event);
+        });
+    }
+
+    public function processPlaidSuccess(PlaidSuccess $event): void
+    {
+        $accessToken = $event->accessToken;
+
+        $company = $event->company;
+
+        $authResponse = $this->plaid->getAccounts($accessToken);
+
+        $institutionResponse = $this->plaid->getInstitution($authResponse->item->institution_id, $company->profile->country);
+
+        $this->processInstitution($authResponse, $institutionResponse, $company);
+    }
+
+    public function processInstitution($authResponse, $institutionResponse, Company $company): void
+    {
+        $institution = Institution::updateOrCreate([
+            'external_institution_id' => $authResponse->item->institution_id ?? null,
+        ], [
+            'name' => $institutionResponse->institution->name ?? null,
+            'logo' => $institutionResponse->institution->logo ?? null,
+            'website' => $institutionResponse->institution->url ?? null,
+        ]);
+
+        foreach ($authResponse->accounts as $plaidAccount) {
+            $this->processBankAccount($plaidAccount, $company, $institution, $authResponse);
+        }
+    }
+
+    public function processBankAccount($plaidAccount, Company $company, Institution $institution, $authResponse): void
+    {
+        $identifierHash = md5($institution->external_institution_id . $plaidAccount->name . $plaidAccount->mask);
+
+        $bankAccount = BankAccount::updateOrCreate([
+            'company_id' => $company->id,
+            'identifier' => $identifierHash,
+        ], [
+            'is_connected_account' => true,
+            'external_account_id' => $plaidAccount->account_id,
+            'item_id' => $authResponse->item->item_id,
+            'enabled' => BankAccount::where('company_id', $company->id)->where('enabled', true)->doesntExist(),
+            'type' => $plaidAccount->type,
+            'number' => $plaidAccount->mask,
+            'institution_id' => $institution->id,
+        ]);
+
+        $this->mapAccountDetails($bankAccount, $plaidAccount, $company);
+    }
+
+    public function mapAccountDetails(BankAccount $bankAccount, $plaidAccount, Company $company): void
+    {
+        $this->ensureCurrencyExists($company->id, $plaidAccount->balances->iso_currency_code);
+
+        $accountSubtype = $this->getAccountSubtype($plaidAccount->type);
+
+        $accountSubtypeId = $this->resolveAccountSubtypeId($company, $accountSubtype);
+
+        $bankAccount->account()->updateOrCreate([], [
+            'name' => $plaidAccount->name,
+            'currency_code' => $plaidAccount->balances->iso_currency_code,
+            'description' => $plaidAccount->official_name ?? $plaidAccount->name,
+            'subtype_id' => $accountSubtypeId,
+            'active' => true,
+        ]);
+    }
+
+    public function getAccountSubtype(string $plaidType): string
+    {
+        return match ($plaidType) {
+            'depository' => 'Cash and Cash Equivalents',
+            'credit' => 'Short-Term Borrowings',
+            'loan' => 'Long-Term Borrowings',
+            'investment' => 'Long-Term Investments',
+            'other' => 'Other Current Assets',
+        };
+    }
+
+    public function resolveAccountSubtypeId(Company $company, string $accountSubtype): int
+    {
+        return AccountSubtype::where('company_id', $company->id)
+            ->where('name', $accountSubtype)
+            ->value('id');
+    }
+
+    public function ensureCurrencyExists(int $companyId, string $currencyCode): void
+    {
+        $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
+
+        $hasDefaultCurrency = $defaultCurrency !== null;
+
+        $currency_code = currency($currencyCode);
+
+        Currency::firstOrCreate([
+            'company_id' => $companyId,
+            'code' => $currencyCode,
+        ], [
+            'name' => $currency_code->getName(),
+            'rate' => $currency_code->getRate(),
+            'precision' => $currency_code->getPrecision(),
+            'symbol' => $currency_code->getSymbol(),
+            'symbol_first' => $currency_code->isSymbolFirst(),
+            'decimal_mark' => $currency_code->getDecimalMark(),
+            'thousands_separator' => $currency_code->getThousandsSeparator(),
+            'enabled' => ! $hasDefaultCurrency,
+        ]);
+    }
+
+    public function getRoutingNumber($accountId, $numbers): array
+    {
+        foreach ($numbers as $type => $numberList) {
+            foreach ($numberList as $number) {
+                if ($number->account_id === $accountId) {
+                    return match ($type) {
+                        'ach' => ['routing_number' => $number->routing],
+                        'bacs' => ['routing_number' => $number->sort_code],
+                        'eft' => ['routing_number' => $number->branch],
+                        'international' => [
+                            'bic' => $number->bic,
+                            'iban' => $number->iban,
+                        ],
+                        default => [],
+                    };
+                }
+            }
+        }
+
+        return [];
+    }
+
+    public function getFullAccountNumber($accountId, $numbers)
+    {
+        foreach ($numbers as $numberList) {
+            foreach ($numberList as $number) {
+                if ($number->account_id === $accountId && property_exists($number, 'account')) {
+                    return $number->account;
+                }
+            }
+        }
+
+        return null;
+    }
+}

app/Listeners/SyncAssociatedModels.php

@@ -39,7 +39,7 @@ class SyncAssociatedModels
         $diff = array_diff_assoc($data, $record_array);
 
         $keyToMethodMap = [
-            'account_id' => 'account',
+            'bank_account_id' => 'bankAccount',
             'currency_code' => 'currency',
             'sales_tax_id' => 'salesTax',
             'purchase_tax_id' => 'purchaseTax',

app/Listeners/SyncTransactionsFromPlaid.php

@@ -0,0 +1,154 @@
+<?php
+
+namespace App\Listeners;
+
+use App\Enums\Accounting\AccountType;
+use App\Events\PlaidSuccess;
+use App\Models\Accounting\Chart;
+use App\Models\Company;
+use App\Models\Setting\Category;
+use App\Services\PlaidService;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Str;
+
+class SyncTransactionsFromPlaid
+{
+    protected PlaidService $plaid;
+
+    /**
+     * Create the event listener.
+     */
+    public function __construct(PlaidService $plaid)
+    {
+        $this->plaid = $plaid;
+    }
+
+    /**
+     * Handle the event.
+     */
+    public function handle(PlaidSuccess $event): void
+    {
+        $accessToken = $event->accessToken;
+        $company = $event->company;
+
+        $syncResponse = $this->plaid->syncTransactions($accessToken);
+
+        foreach ($syncResponse->added as $transaction) {
+            $this->storeTransaction($company, $transaction);
+        }
+    }
+
+    public function storeTransaction(Company $company, $transaction): void
+    {
+        $account = $company->accounts()->where('external_account_id', $transaction->account_id)->first();
+
+        if ($account === null) {
+            return;
+        }
+
+        $transactionType = $transaction->amount < 0 ? 'income' : 'expense';
+        $method = $transactionType === 'income' ? 'deposit' : 'withdrawal';
+        $paymentChannel = $transaction->payment_channel ?? 'other';
+        $category = $this->getCategoryFromTransaction($company, $transaction, $transactionType);
+        $chart = $category->account ?? $this->getChartFromTransaction($company, $transaction, $transactionType);
+
+        // Use datetime and if null, then use date and convert to datetime
+        $postedAt = $transaction->datetime ?? Carbon::parse($transaction->date)->toDateTimeString();
+
+        $description = $transaction->original_description ?? $transaction->name;
+        $cleanDescription = preg_replace('/\\*\\/\\/$/', '', $description);
+        $cleanDescription = trim(preg_replace('/\\s+/', ' ', $cleanDescription));
+
+        $account->transactions()->create([
+            'company_id' => $company->id,
+            'account_id' => $account->id,
+            'category_id' => $category->id,
+            'chart_id' => $chart->id,
+            'amount' => abs($transaction->amount),
+            'type' => $transactionType,
+            'method' => $method,
+            'payment_channel' => $paymentChannel,
+            'posted_at' => $postedAt,
+            'description' => $cleanDescription,
+            'pending' => $transaction->pending,
+            'reviewed' => false,
+        ]);
+    }
+
+    public function getCategoryFromTransaction(Company $company, $transaction, string $transactionType): Category
+    {
+        $acceptableConfidenceLevels = ['VERY_HIGH', 'HIGH'];
+
+        $userCategories = $company->categories()->get();
+        $plaidDetail = $transaction->personal_finance_category->detailed ?? null;
+        $plaidPrimary = $transaction->personal_finance_category->primary ?? null;
+
+        $category = null;
+
+        if ($plaidDetail !== null && in_array($transaction->personal_finance_category->confidence_level, $acceptableConfidenceLevels, true)) {
+            $category = $this->matchCategory($userCategories, $plaidDetail, $transactionType);
+        }
+
+        if ($plaidPrimary !== null && ($category === null || $this->isUncategorized($category))) {
+            $category = $this->matchCategory($userCategories, $plaidPrimary, $transactionType);
+        }
+
+        return $category ?? $this->getUncategorizedCategory($company, $transaction, $transactionType);
+    }
+
+    public function isUncategorized(Category $category): bool
+    {
+        return Str::contains(strtolower($category->name), 'other');
+    }
+
+    public function matchCategory($userCategories, $plaidCategory, string $transactionType): ?Category
+    {
+        $plaidWords = explode(' ', strtolower($plaidCategory));
+
+        $bestMatchCategory = null;
+        $bestMatchScore = 0; // Higher is better
+
+        foreach ($userCategories as $category) {
+            if (strtolower($category->type->value) !== strtolower($transactionType)) {
+                continue;
+            }
+
+            $categoryWords = explode(' ', strtolower($category->name));
+            $matchScore = count(array_intersect($plaidWords, $categoryWords));
+
+            if ($matchScore > $bestMatchScore) {
+                $bestMatchScore = $matchScore;
+                $bestMatchCategory = $category;
+            }
+        }
+
+        return $bestMatchCategory;
+    }
+
+    public function getUncategorizedCategory(Company $company, $transaction, string $transactionType): Category
+    {
+        $uncategorizedCategoryName = 'Other ' . ucfirst($transactionType);
+        $uncategorizedCategory = $company->categories()->where('type', $transactionType)->where('name', $uncategorizedCategoryName)->first();
+
+        if ($uncategorizedCategory === null) {
+            $uncategorizedCategory = $company->categories()->where('type', $transactionType)->where('name', 'Other')->first();
+
+            if ($uncategorizedCategory === null) {
+                $uncategorizedCategory = $company->categories()->where('name', 'Other')->first();
+            }
+        }
+
+        return $uncategorizedCategory;
+    }
+
+    public function getChartFromTransaction(Company $company, $transaction, string $transactionType): Chart
+    {
+        if ($transactionType === 'income') {
+            $chart = $company->charts()->where('type', AccountType::OperatingRevenue)->where('name', 'Uncategorized Income')->first();
+        } else {
+            $chart = $company->charts()->where('type', AccountType::OperatingExpense)->where('name', 'Uncategorized Expense')->first();
+        }
+
+        return $chart;
+    }
+}

app/Listeners/SyncWithCompanyDefaults.php

@@ -60,7 +60,7 @@ class SyncWithCompanyDefaults
             'Tax' => $this->handleTax($default, $type, $model->getKey()),
             'Category' => $this->handleCategory($default, $type, $model->getKey()),
             'Currency' => $default->currency_code = $model->getAttribute('code'),
-            'Account' => $default->account_id = $model->getKey(),
+            'BankAccount' => $default->bank_account_id = $model->getKey(),
             default => null,
         };
 

app/Livewire/Company/Service/ConnectedAccount/ListInstitutions.php

@@ -0,0 +1,220 @@
+<?php
+
+namespace App\Livewire\Company\Service\ConnectedAccount;
+
+use App\Events\PlaidSuccess;
+use App\Events\StartTransactionImport;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Banking\Institution;
+use App\Models\User;
+use App\Services\PlaidService;
+use Filament\Actions\Action;
+use Filament\Actions\Concerns\InteractsWithActions;
+use Filament\Actions\Contracts\HasActions;
+use Filament\Forms\Components\DatePicker;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Concerns\InteractsWithForms;
+use Filament\Forms\Contracts\HasForms;
+use Filament\Forms\Form;
+use Filament\Forms\Get;
+use Filament\Notifications\Notification;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Contracts\View\View;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Collection;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Log;
+use JsonException;
+use Livewire\Attributes\Computed;
+use Livewire\Attributes\On;
+use Livewire\Component;
+use RuntimeException;
+
+class ListInstitutions extends Component implements HasForms, HasActions
+{
+    use InteractsWithForms;
+    use InteractsWithActions;
+
+    protected PlaidService $plaidService;
+
+    public User $user;
+
+    public ?ConnectedBankAccount $connectedBankAccount = null;
+
+    public function boot(PlaidService $plaidService): void
+    {
+        $this->plaidService = $plaidService;
+    }
+
+    public function mount(): void
+    {
+        $this->user = Auth::user();
+    }
+
+    #[Computed]
+    public function connectedInstitutions(): Collection|array
+    {
+        return Institution::withWhereHas('connectedBankAccounts')
+            ->get();
+    }
+
+    public function startImportingTransactions(): Action
+    {
+        return Action::make('startImportingTransactions')
+            ->link()
+            ->icon('heroicon-o-cloud-arrow-down')
+            ->label('Start Importing Transactions')
+            ->modalWidth(MaxWidth::TwoExtraLarge)
+            ->stickyModalHeader()
+            ->stickyModalFooter()
+            ->record($this->connectedBankAccount)
+            ->mountUsing(function (array $arguments, Form $form) {
+                $connectedAccountId = $arguments['connectedBankAccount'];
+
+                $this->connectedBankAccount = ConnectedBankAccount::find($connectedAccountId);
+
+                $form
+                    ->fill($this->connectedBankAccount->toArray())
+                    ->operation('edit')
+                    ->model($this->connectedBankAccount);
+            })
+            ->form([
+                Select::make('bank_account_id')
+                    ->label('Select Account')
+                    ->visible(static fn (?ConnectedBankAccount $connectedBankAccount) => $connectedBankAccount?->bank_account_id === null)
+                    ->options(fn () => $this->getBankAccountOptions())
+                    ->required()
+                    ->placeholder('Select an account to start importing transactions for.'),
+                DatePicker::make('start_date')
+                    ->label('Start Date')
+                    ->required()
+                    ->placeholder('Select a start date for importing transactions.'),
+            ])
+            ->action(function (array $arguments, array $data, ConnectedBankAccount $connectedBankAccount) {
+                $connectedBankAccountId = $arguments['connectedBankAccount'];
+                $selectedBankAccountId = $data['bank_account_id'] ?? $connectedBankAccount->bank_account_id;
+                $startDate = $data['start_date'];
+                $company = $this->user->currentCompany;
+
+                StartTransactionImport::dispatch($company, $connectedBankAccountId, $selectedBankAccountId, $startDate);
+
+                unset($this->connectedInstitutions);
+            });
+    }
+
+    public function getBankAccountOptions(): array
+    {
+        $institutionId = $this->connectedBankAccount->institution_id ?? null;
+
+        $options = BankAccount::query()
+            ->where('company_id', $this->user->currentCompany->id)
+            ->when($institutionId, static fn($query) => $query->where('institution_id', $institutionId))
+            ->whereDoesntHave('connectedBankAccount')
+            ->with('account')
+            ->get()
+            ->pluck('account.name', 'id')
+            ->toArray();
+
+        return ['new' => 'New Account'] + $options;
+    }
+
+    public function stopImportingTransactions(): Action
+    {
+        return Action::make('stopImportingTransactions')
+            ->link()
+            ->icon('heroicon-o-stop-circle')
+            ->label('Stop Importing Transactions')
+            ->color('danger')
+            ->requiresConfirmation()
+            ->modalHeading('Stop Importing Transactions')
+            ->modalDescription('Importing transactions automatically helps keep your bookkeeping up to date. Are you sure you want to turn this off?')
+            ->modalSubmitActionLabel('Turn Off')
+            ->modalCancelActionLabel('Keep On')
+            ->action(function (array $arguments) {
+                $connectedBankAccount = ConnectedBankAccount::find($arguments['connectedBankAccount']);
+
+                if ($connectedBankAccount) {
+                    $connectedBankAccount->update([
+                        'import_transactions' => !$connectedBankAccount->import_transactions,
+                    ]);
+                }
+
+                unset($this->connectedInstitutions);
+            });
+    }
+
+    public function deleteBankConnection(): Action
+    {
+        return Action::make('deleteBankConnection')
+            ->iconButton()
+            ->icon('heroicon-o-trash')
+            ->requiresConfirmation()
+            ->modalHeading('Delete Bank Connection')
+            ->modalDescription('Deleting this bank connection will stop the import of transactions for all accounts associated with this bank. Existing transactions will remain unchanged.')
+            ->action(function (array $arguments) {
+                $institutionId = $arguments['institution'];
+
+                $institution = Institution::find($institutionId);
+
+                if ($institution) {
+                    $institution->connectedBankAccounts()->delete();
+                }
+
+                unset($this->connectedInstitutions);
+            });
+    }
+
+    #[On('createToken')]
+    public function createLinkToken(): void
+    {
+        $company = $this->user->currentCompany;
+
+        $companyLanguage = $company->locale->language ?? 'en';
+        $companyCountry = $company->profile->country ?? 'US';
+
+        $plaidUser = $this->plaidService->createPlaidUser($company);
+
+        try {
+            $response = $this->plaidService->createToken($companyLanguage, $companyCountry, $plaidUser, ['transactions']);
+
+            $plaidLinkToken = $response->link_token;
+
+            $this->dispatch('initializeLink', $plaidLinkToken)->self();
+        } catch (RuntimeException) {
+            Log::error("Error creating Plaid token.");
+
+            $this->sendErrorNotification("We're currently experiencing issues connecting your account. Please try again in a few moments.");
+        }
+    }
+
+    #[On('linkSuccess')]
+    public function handleLinkSuccess($publicToken, $metadata): void
+    {
+        $response = $this->plaidService->exchangePublicToken($publicToken);
+
+        $accessToken = $response->access_token;
+
+        $company = $this->user->currentCompany;
+
+        PlaidSuccess::dispatch($publicToken, $accessToken, $company);
+
+        unset($this->connectedInstitutions);
+    }
+
+    public function sendErrorNotification(string $message): void
+    {
+        Notification::make()
+            ->title('Hold On...')
+            ->danger()
+            ->body($message)
+            ->persistent()
+            ->send();
+    }
+
+    public function render(): View
+    {
+        return view('livewire.company.service.connected-account.list-institutions');
+    }
+}

app/Livewire/UpdatePassword.php

@@ -0,0 +1,171 @@
+<?php
+
+namespace App\Livewire;
+
+use Filament\Facades\Filament;
+use Filament\Forms;
+use Filament\Forms\Concerns\InteractsWithForms;
+use Filament\Forms\Contracts\HasForms;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Support\Exceptions\Halt;
+use Illuminate\Contracts\Auth\Authenticatable;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Hash;
+use Illuminate\Validation\Rules\Password;
+use Livewire\Component;
+use Illuminate\Contracts\View\View;
+use RuntimeException;
+
+/**
+ * @property Form $form
+ */
+class UpdatePassword extends Component implements HasForms
+{
+    use InteractsWithForms;
+
+    /**
+     * @var array<string, mixed> | null
+     */
+    public ?array $data = [];
+
+    public function mount(): void
+    {
+        $this->fillForm();
+    }
+
+    public function getUser(): Authenticatable|Model
+    {
+        $user = Filament::auth()->user();
+
+        if (! $user instanceof Model) {
+            throw new RuntimeException('The authenticated user object must be an Eloquent model to allow profile information to be updated.');
+        }
+
+        return $user;
+    }
+
+    public function fillForm(): void
+    {
+        $data = $this->getUser()->attributesToArray();
+
+        $data = $this->mutateFormDataBeforeFill($data);
+
+        $this->form->fill($data);
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     * @return array<string, mixed>
+     */
+    protected function mutateFormDataBeforeFill(array $data): array
+    {
+        return $data;
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     * @return array<string, mixed>
+     */
+    protected function mutateFormDataBeforeSave(array $data): array
+    {
+        return $data;
+    }
+
+    public function save(): void
+    {
+        try {
+            $data = $this->form->getState();
+
+            $data = $this->mutateFormDataBeforeSave($data);
+
+            $this->handleRecordUpdate($this->getUser(), $data);
+        } catch (Halt $exception) {
+            return;
+        }
+
+        if (session() !== null) {
+            session()->put([
+                'password_hash_' . Filament::getAuthGuard() => Filament::auth()->user()?->getAuthPassword(),
+            ]);
+        }
+
+        $this->getSavedNotification()?->send();
+
+        $this->fillForm();
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     */
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        $record->update($data);
+
+        return $record;
+    }
+
+    protected function getSavedNotification(): ?Notification
+    {
+        $title = $this->getSavedNotificationTitle();
+
+        if (blank($title)) {
+            return null;
+        }
+
+        return Notification::make()
+            ->success()
+            ->title($this->getSavedNotificationTitle())
+            ->body($this->getSavedNotificationBody());
+    }
+
+    protected function getSavedNotificationTitle(): ?string
+    {
+        return __('filament-companies::default.notifications.profile_information_updated.title');
+    }
+
+    protected function getSavedNotificationBody(): ?string
+    {
+        return __('filament-companies::default.notifications.profile_information_updated.body');
+    }
+
+    public function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('current_password')
+                    ->label(__('filament-companies::default.fields.current_password'))
+                    ->password()
+                    ->currentPassword()
+                    ->revealable()
+                    ->validationMessages([
+                        'current_password' => __('filament-companies::default.errors.password_does_not_match'),
+                    ])
+                    ->autocomplete('current-password')
+                    ->required(),
+                Forms\Components\TextInput::make('password')
+                    ->label(__('filament-companies::default.labels.new_password'))
+                    ->password()
+                    ->autocomplete('new-password')
+                    ->rule(Password::default())
+                    ->required()
+                    ->dehydrated(static fn ($state): bool => filled($state))
+                    ->dehydrateStateUsing(static fn ($state): string => Hash::make($state))
+                    ->same('password_confirmation'),
+                Forms\Components\TextInput::make('password_confirmation')
+                    ->label(__('filament-companies::default.labels.password_confirmation'))
+                    ->password()
+                    ->autocomplete('new-password')
+                    ->required()
+                    ->dehydrated(false),
+            ])
+            ->operation('edit')
+            ->model($this->getUser())
+            ->statePath('data');
+    }
+
+    public function render(): View
+    {
+        return view('livewire.update-password-form');
+    }
+}

app/Livewire/UpdateProfileInformation.php

@@ -0,0 +1,183 @@
+<?php
+
+namespace App\Livewire;
+
+use App\Models\User;
+use Filament\Facades\Filament;
+use Filament\Forms;
+use Filament\Forms\Concerns\InteractsWithForms;
+use Filament\Forms\Contracts\HasForms;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Support\Exceptions\Halt;
+use Illuminate\Contracts\Auth\Authenticatable;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Http\UploadedFile;
+use Illuminate\Support\Facades\Blade;
+use Illuminate\Support\HtmlString;
+use Livewire\Component;
+use Illuminate\Contracts\View\View;
+use RuntimeException;
+use Wallo\FilamentCompanies\Features;
+
+/**
+ * @property Form $form
+ */
+class UpdateProfileInformation extends Component implements HasForms
+{
+    use InteractsWithForms;
+
+    /**
+     * @var array<string, mixed> | null
+     */
+    public ?array $data = [];
+
+    public function mount(): void
+    {
+        $this->fillForm();
+    }
+
+    public function getUser(): Authenticatable|Model
+    {
+        $user = Filament::auth()->user();
+
+        if (! $user instanceof Model) {
+            throw new RuntimeException('The authenticated user object must be an Eloquent model to allow profile information to be updated.');
+        }
+
+        return $user;
+    }
+
+    public function fillForm(): void
+    {
+        $data = $this->getUser()->withoutRelations()->toArray();
+
+        $data = $this->mutateFormDataBeforeFill($data);
+
+        $this->form->fill($data);
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     * @return array<string, mixed>
+     */
+    protected function mutateFormDataBeforeFill(array $data): array
+    {
+        return $data;
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     * @return array<string, mixed>
+     */
+    protected function mutateFormDataBeforeSave(array $data): array
+    {
+        return $data;
+    }
+
+    public function save(): void
+    {
+        try {
+            $data = $this->form->getState();
+
+            $data = $this->mutateFormDataBeforeSave($data);
+
+            $this->handleRecordUpdate($this->getUser(), $data);
+        } catch (Halt $exception) {
+            return;
+        }
+
+        $this->getSavedNotification()?->send();
+
+        $this->fillForm();
+    }
+
+    /**
+     * @param  array<string, mixed>  $data
+     */
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        $record->update($data);
+
+        return $record;
+    }
+
+    protected function getSavedNotification(): ?Notification
+    {
+        $title = $this->getSavedNotificationTitle();
+
+        if (blank($title)) {
+            return null;
+        }
+
+        return Notification::make()
+            ->success()
+            ->title($this->getSavedNotificationTitle())
+            ->body($this->getSavedNotificationBody());
+    }
+
+    protected function getSavedNotificationTitle(): ?string
+    {
+        return __('filament-companies::default.notifications.profile_information_updated.title');
+    }
+
+    protected function getSavedNotificationBody(): ?string
+    {
+        return __('filament-companies::default.notifications.profile_information_updated.body');
+    }
+
+    public function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\FileUpload::make('profile_photo_path')
+                    ->label('Photo')
+                    ->avatar()
+                    ->extraAttributes([
+                        'style' => 'width: 6rem; height: 6rem;',
+                    ])
+                    ->placeholder(static function () {
+                        return new HtmlString('
+                            <div style="display: inline-block; cursor: pointer;">
+                                <div class="flex items-center justify-center bg-gray-50 dark:bg-gray-800" style="
+                                    border-radius: 50%;
+                                    width: 50px;
+                                    height: 50px;">
+                                   ' . Blade::render('<x-heroicon-o-camera class="w-8 h-8 text-gray-800 dark:text-gray-300" />') . '
+                                </div>
+                            </div>
+                        ');
+                    })
+                    ->disk(Features::profilePhotoDisk())
+                    ->directory(Features::profilePhotoStoragePath())
+                    ->saveUploadedFileUsing(function (User $record, UploadedFile $file) {
+                        $record->updateProfilePhoto($file);
+                    })
+                    ->deleteUploadedFileUsing(function (User $record) {
+                        $record->deleteProfilePhoto();
+                    })
+                    ->image()
+                    ->nullable(),
+                Forms\Components\TextInput::make('name')
+                    ->label(__('Name'))
+                    ->required()
+                    ->maxLength(255)
+                    ->autofocus(),
+                Forms\Components\TextInput::make('email')
+                    ->label(__('Email'))
+                    ->email()
+                    ->required()
+                    ->autocomplete('username')
+                    ->maxLength(255)
+                    ->unique(ignoreRecord: true),
+            ])
+            ->operation('edit')
+            ->model($this->getUser())
+            ->statePath('data');
+    }
+
+    public function render(): View
+    {
+        return view('livewire.update-profile-information');
+    }
+}

app/Models/Accounting/Account.php

@@ -0,0 +1,126 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Models\Setting\Category;
+use App\Models\Setting\Currency;
+use App\Traits\Blamable;
+use App\Traits\CompanyOwned;
+use Database\Factories\Accounting\AccountFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\HasManyThrough;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class Account extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'accounts';
+
+    protected $fillable = [
+        'company_id',
+        'subtype_id',
+        'parent_id',
+        'category',
+        'type',
+        'code',
+        'name',
+        'currency_code',
+        'starting_balance',
+        'debit_balance',
+        'credit_balance',
+        'ending_balance',
+        'description',
+        'active',
+        'default',
+        'accountable_id',
+        'accountable_type',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'starting_balance' => MoneyCast::class,
+        'debit_balance' => MoneyCast::class,
+        'credit_balance' => MoneyCast::class,
+        'ending_balance' => MoneyCast::class,
+        'active' => 'boolean',
+        'default' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function categories(): HasMany
+    {
+        return $this->hasMany(Category::class, 'account_id');
+    }
+
+    public function subtype(): BelongsTo
+    {
+        return $this->belongsTo(AccountSubtype::class, 'subtype_id');
+    }
+
+    public function parent(): BelongsTo
+    {
+        return $this->belongsTo(__CLASS__, 'parent_id')
+            ->whereKeyNot($this->getKey());
+    }
+
+    public function children(): HasMany
+    {
+        return $this->hasMany(__CLASS__, 'parent_id');
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
+    public function accountable(): MorphTo
+    {
+        return $this->morphTo();
+    }
+
+    public function transactions(): HasManyThrough
+    {
+        return $this->hasManyThrough(
+            Transaction::class,
+            JournalEntry::class,
+            'account_id',
+            'id',
+            'id',
+            'transaction_id',
+        );
+    }
+
+    public function journalEntries(): HasMany
+    {
+        return $this->hasMany(JournalEntry::class, 'account_id');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return AccountFactory::new();
+    }
+}

app/Models/Accounting/AccountSubtype.php

@@ -0,0 +1,53 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Traits\CompanyOwned;
+use Database\Factories\Accounting\AccountSubtypeFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class AccountSubtype extends Model
+{
+    use HasFactory;
+    use CompanyOwned;
+
+    protected $table = 'account_subtypes';
+
+    protected $fillable = [
+        'company_id',
+        'multi_currency',
+        'category',
+        'type',
+        'name',
+        'description',
+    ];
+
+    protected $casts = [
+        'multi_currency' => 'boolean',
+        'category' => AccountCategory::class,
+        'type' => AccountType::class,
+    ];
+
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function accounts(): HasMany
+    {
+        return $this->hasMany(Account::class, 'subtype_id');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return AccountSubtypeFactory::new();
+    }
+}

app/Models/Accounting/JournalEntry.php

@@ -0,0 +1,75 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Traits\Blamable;
+use App\Traits\CompanyOwned;
+use Database\Factories\Accounting\JournalEntryFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class JournalEntry extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'account_id',
+        'transaction_id',
+        'type', // debit or credit
+        'amount',
+        'description',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'amount' => MoneyCast::class,
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function account(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'account_id');
+    }
+
+    public function transaction(): BelongsTo
+    {
+        return $this->belongsTo(Transaction::class, 'transaction_id');
+    }
+
+    public function scopeDebit($query)
+    {
+        return $query->where('type', 'debit');
+    }
+
+    public function scopeCredit($query)
+    {
+        return $query->where('type', 'credit');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return JournalEntryFactory::new();
+    }
+}

app/Models/Accounting/Transaction.php

@@ -0,0 +1,83 @@
+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Models\Common\Contact;
+use App\Models\Setting\Category;
+use App\Traits\Blamable;
+use App\Traits\CompanyOwned;
+use Database\Factories\Accounting\TransactionFactory;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class Transaction extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'category_id',
+        'contact_id',
+        'type',
+        'method',
+        'payment_channel',
+        'description',
+        'notes',
+        'reference',
+        'amount',
+        'pending',
+        'reviewed',
+        'posted_at',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'amount' => MoneyCast::class,
+        'pending' => 'boolean',
+        'reviewed' => 'boolean',
+        'posted_at' => 'datetime',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function category(): BelongsTo
+    {
+        return $this->belongsTo(Category::class, 'category_id');
+    }
+
+    public function contact(): BelongsTo
+    {
+        return $this->belongsTo(Contact::class, 'contact_id');
+    }
+
+    public function journalEntries(): HasMany
+    {
+        return $this->hasMany(JournalEntry::class, 'transaction_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return TransactionFactory::new();
+    }
+}

app/Models/Banking/Account.php → app/Models/Banking/BankAccount.php

@@ -2,65 +2,50 @@
 
 namespace App\Models\Banking;
 
-use App\Casts\MoneyCast;
-use App\Enums\AccountStatus;
-use App\Enums\AccountType;
-use App\Models\History\AccountHistory;
-use App\Models\Setting\Currency;
+use App\Enums\BankAccountSubtype;
+use App\Enums\BankAccountType;
+use App\Models\Accounting\Account;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use App\Traits\HasDefault;
 use App\Traits\SyncsWithCompanyDefaults;
-use Database\Factories\Banking\AccountFactory;
+use Database\Factories\Banking\BankAccountFactory;
+use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
-use Illuminate\Database\Eloquent\Relations\HasMany;
-use Spatie\Tags\HasTags;
+use Illuminate\Database\Eloquent\Relations\HasOne;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
-class Account extends Model
+class BankAccount extends Model
 {
     use Blamable;
     use CompanyOwned;
     use HasDefault;
     use HasFactory;
-    use HasTags;
     use SyncsWithCompanyDefaults;
 
-    protected $table = 'accounts';
+    protected $table = 'bank_accounts';
 
     protected $fillable = [
         'company_id',
+        'institution_id',
         'type',
-        'name',
         'number',
-        'currency_code',
-        'opening_balance',
-        'balance',
-        'description',
-        'notes',
-        'status',
-        'bank_name',
-        'bank_phone',
-        'bank_address',
-        'bank_website',
-        'bic_swift_code',
-        'iban',
-        'aba_routing_number',
-        'ach_routing_number',
         'enabled',
         'created_by',
         'updated_by',
     ];
 
     protected $casts = [
-        'type' => AccountType::class,
-        'status' => AccountStatus::class,
+        'type' => BankAccountType::class,
         'enabled' => 'boolean',
-        'opening_balance' => MoneyCast::class,
-        'balance' => MoneyCast::class,
+    ];
+
+    protected $appends = [
+        'mask',
     ];
 
     public function company(): BelongsTo
@@ -68,9 +53,19 @@ class Account extends Model
         return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
     }
 
-    public function currency(): BelongsTo
+    public function connectedBankAccount(): HasOne
+    {
+        return $this->hasOne(ConnectedBankAccount::class, 'bank_account_id');
+    }
+
+    public function account(): MorphOne
+    {
+        return $this->morphOne(Account::class, 'accountable');
+    }
+
+    public function institution(): BelongsTo
     {
-        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+        return $this->belongsTo(Institution::class, 'institution_id');
     }
 
     public function createdBy(): BelongsTo
@@ -83,13 +78,15 @@ class Account extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
     }
 
-    public function histories(): HasMany
+    protected function mask(): Attribute
     {
-        return $this->hasMany(AccountHistory::class, 'account_id');
+        return Attribute::get(static function (mixed $value, array $attributes): ?string {
+            return $attributes['number'] ? '****' . substr($attributes['number'], -4) : null;
+        });
     }
 
     protected static function newFactory(): Factory
     {
-        return AccountFactory::new();
+        return BankAccountFactory::new();
     }
 }

app/Models/Banking/ConnectedBankAccount.php

@@ -0,0 +1,78 @@
+<?php
+
+namespace App\Models\Banking;
+
+use App\Enums\BankAccountType;
+use App\Traits\Blamable;
+use App\Traits\CompanyOwned;
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class ConnectedBankAccount extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+
+    protected $table = 'connected_bank_accounts';
+
+    protected $fillable = [
+        'company_id',
+        'institution_id',
+        'bank_account_id',
+        'external_account_id',
+        'access_token',
+        'identifier',
+        'item_id',
+        'name',
+        'mask',
+        'type',
+        'subtype',
+        'import_transactions',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'import_transactions' => 'boolean',
+        'type' => BankAccountType::class,
+        'access_token' => 'encrypted',
+    ];
+
+    protected $appends = [
+        'masked_number',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function institution(): BelongsTo
+    {
+        return $this->belongsTo(Institution::class, 'institution_id');
+    }
+
+    public function bankAccount(): BelongsTo
+    {
+        return $this->belongsTo(BankAccount::class, 'bank_account_id');
+    }
+
+    protected function maskedNumber(): Attribute
+    {
+        return Attribute::get(static function (mixed $value, array $attributes): ?string {
+            return $attributes['mask'] ? '****' . $attributes['mask'] : null;
+        });
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+}

app/Models/Banking/Institution.php

@@ -0,0 +1,67 @@
+<?php
+
+namespace App\Models\Banking;
+
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Support\Facades\Storage;
+
+class Institution extends Model
+{
+    use HasFactory;
+
+    protected $table = 'institutions';
+
+    protected $fillable = [
+        'external_institution_id',
+        'name',
+        'logo',
+        'website',
+        'phone',
+        'address',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $appends = [
+        'logo_url',
+    ];
+
+    public function bankAccounts(): HasMany
+    {
+        return $this->hasMany(BankAccount::class, 'institution_id');
+    }
+
+    public function connectedBankAccounts(): HasMany
+    {
+        return $this->hasMany(ConnectedBankAccount::class, 'institution_id');
+    }
+
+    protected function logoUrl(): Attribute
+    {
+        return Attribute::get(static function (mixed $value, array $attributes): ?string {
+            if ($attributes['logo']) {
+                return Storage::disk('public')->url($attributes['logo']);
+            }
+
+            return null;
+        });
+    }
+
+    public function logo(): Attribute
+    {
+        return Attribute::set(static function (mixed $value): ?string {
+            if ($value) {
+                $decoded = base64_decode($value);
+                $filename = 'institution_logo_' . uniqid('', true) . '.png';
+                Storage::disk('public')->put($filename, $decoded);
+
+                return $filename;
+            }
+
+            return null;
+        });
+    }
+}

app/Models/Company.php

@@ -3,7 +3,9 @@
 namespace App\Models;
 
 use App\Enums\DocumentType;
-use App\Models\Banking\Account;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
 use App\Models\Common\Contact;
 use App\Models\Core\Department;
 use App\Models\History\AccountHistory;
@@ -64,9 +66,14 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->profile->logo_url ?? $this->owner->profile_photo_url;
     }
 
+    public function connectedBankAccounts(): HasMany
+    {
+        return $this->hasMany(ConnectedBankAccount::class, 'company_id');
+    }
+
     public function accounts(): HasMany
     {
-        return $this->hasMany(Account::class, 'company_id');
+        return $this->hasMany(Accounting\Account::class, 'company_id');
     }
 
     public function accountHistories(): HasMany
@@ -74,6 +81,11 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->hasMany(AccountHistory::class, 'company_id');
     }
 
+    public function bankAccounts(): HasMany
+    {
+        return $this->hasMany(BankAccount::class, 'company_id');
+    }
+
     public function appearance(): HasOne
     {
         return $this->hasOne(Appearance::class, 'company_id');
@@ -84,6 +96,12 @@ class Company extends FilamentCompaniesCompany implements HasAvatar
         return $this->hasMany(Category::class, 'company_id');
     }
 
+    public function accountSubtypes(): HasMany
+    {
+        return $this->hasMany(AccountSubtype::class, 'company_id');
+
+    }
+
     public function contacts(): HasMany
     {
         return $this->hasMany(Contact::class, 'company_id');

app/Models/Setting/Category.php

@@ -3,6 +3,7 @@
 namespace App\Models\Setting;
 
 use App\Enums\CategoryType;
+use App\Models\Accounting\Account;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use App\Traits\HasDefault;
@@ -27,6 +28,7 @@ class Category extends Model
 
     protected $fillable = [
         'company_id',
+        'account_id',
         'name',
         'type',
         'color',
@@ -45,6 +47,11 @@ class Category extends Model
         return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
     }
 
+    public function account(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'account_id');
+    }
+
     public function defaultIncomeCategory(): HasOne
     {
         return $this->hasOne(CompanyDefault::class, 'income_category_id');

app/Models/Setting/CompanyDefault.php

@@ -5,7 +5,7 @@ namespace App\Models\Setting;
 use App\Enums\CategoryType;
 use App\Enums\DiscountType;
 use App\Enums\TaxType;
-use App\Models\Banking\Account;
+use App\Models\Banking\BankAccount;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use Database\Factories\Setting\CompanyDefaultFactory;
@@ -25,7 +25,7 @@ class CompanyDefault extends Model
 
     protected $fillable = [
         'company_id',
-        'account_id',
+        'bank_account_id',
         'currency_code',
         'sales_tax_id',
         'purchase_tax_id',
@@ -42,9 +42,9 @@ class CompanyDefault extends Model
         return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
     }
 
-    public function account(): BelongsTo
+    public function bankAccount(): BelongsTo
     {
-        return $this->belongsTo(Account::class, 'account_id');
+        return $this->belongsTo(BankAccount::class, 'bank_account_id');
     }
 
     public function currency(): BelongsTo

app/Models/Setting/CompanyProfile.php

@@ -52,7 +52,11 @@ class CompanyProfile extends Model
     protected function logoUrl(): Attribute
     {
         return Attribute::get(static function (mixed $value, array $attributes): ?string {
-            return $attributes['logo'] ? Storage::disk('public')->url($attributes['logo']) : null;
+            if ($attributes['logo']) {
+                return Storage::disk('public')->url($attributes['logo']);
+            }
+
+            return null;
         });
     }
 

app/Models/Setting/Currency.php

@@ -4,7 +4,7 @@ namespace App\Models\Setting;
 
 use App\Casts\CurrencyRateCast;
 use App\Facades\Forex;
-use App\Models\Banking\Account;
+use App\Models\Accounting\Account;
 use App\Models\History\AccountHistory;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;

app/Models/Setting/Localization.php

@@ -8,6 +8,7 @@ use App\Enums\TimeFormat;
 use App\Enums\WeekStart;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
+use Carbon\Carbon;
 use Database\Factories\Setting\LocalizationFactory;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
@@ -78,6 +79,7 @@ class Localization extends Model
 
     public static function getWeekStart(string $locale): int
     {
+        /** @var Carbon $date */
         $date = now()->locale($locale);
 
         $firstDay = $date->startOfWeek()->dayOfWeekIso;

app/Models/User.php

@@ -84,7 +84,7 @@ class User extends Authenticatable implements FilamentUser, HasAvatar, HasDefaul
 
     public function getDefaultTenant(Panel $panel): ?Model
     {
-        return $this->currentCompany;
+        return $this->personalCompany();
     }
 
     public function getFilamentAvatarUrl(): string

app/Observers/AccountObserver.php

@@ -2,24 +2,51 @@
 
 namespace App\Observers;
 
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
 use App\Enums\AccountStatus;
-use App\Models\Banking\Account;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
+use App\Utilities\Accounting\AccountCode;
 
 class AccountObserver
 {
-    protected array $actions = [
-        'exchange_rate_changed' => 'balance',
-        'currency_changed' => 'currency_code',
-        'status_changed' => 'status',
-        'default_account_changed' => 'enabled',
-        'type_changed' => 'type',
-        'name_changed' => 'name',
-        'number_changed' => 'number',
-    ];
-
     public function creating(Account $account): void
     {
-        $account->balance = $account->opening_balance;
+        $this->setCategoryAndType($account, true);
+
+        // $bankAccount = $account->accountable;
+        if (($account->accountable_type === BankAccount::class) && $account->code === null) {
+            $this->setFieldsForBankAccount($account);
+        }
+    }
+
+    public function updating(Account $account): void
+    {
+        if ($account->isDirty('subtype_id')) {
+            $this->setCategoryAndType($account, false);
+        }
+    }
+
+    private function setCategoryAndType(Account $account, bool $isCreating): void
+    {
+        $subtype = $account->subtype_id ? AccountSubtype::find($account->subtype_id) : null;
+
+        if ($subtype) {
+            $account->category = $subtype->category;
+            $account->type = $subtype->type;
+        } elseif ($isCreating) {
+            $account->category = AccountCategory::Asset;
+            $account->type = AccountType::CurrentAsset;
+        }
+    }
+
+    private function setFieldsForBankAccount(Account $account): void
+    {
+        $generatedAccountCode = AccountCode::generate($account->company_id, $account->subtype_id);
+
+        $account->code = $generatedAccountCode;
     }
 
     /**
@@ -27,21 +54,21 @@ class AccountObserver
      */
     public function created(Account $account): void
     {
-        $account->histories()->create([
-            'company_id' => $account->company_id,
-            'account_id' => $account->id,
-            'type' => $account->type,
-            'name' => $account->name,
-            'number' => $account->number,
-            'currency_code' => $account->currency_code,
-            'opening_balance' => $account->opening_balance,
-            'balance' => $account->balance,
-            'exchange_rate' => $account->currency->rate,
-            'status' => AccountStatus::Open,
-            'actions' => ['account_created'],
-            'enabled' => $account->enabled,
-            'changed_by' => $account->created_by,
-        ]);
+        //$account->histories()->create([
+           // 'company_id' => $account->company_id,
+          //  'account_id' => $account->id,
+           // 'type' => $account->type,
+          //  'name' => $account->name,
+          //  'number' => $account->number,
+           // 'currency_code' => $account->currency_code,
+         //   'opening_balance' => $account->opening_balance,
+         //   'balance' => $account->balance,
+         //   'exchange_rate' => $account->currency->rate,
+          //  'status' => AccountStatus::Open,
+          //  'actions' => ['account_created'],
+         //   'enabled' => $account->enabled,
+          //  'changed_by' => $account->created_by,
+        //]);
     }
 
     /**
@@ -49,31 +76,31 @@ class AccountObserver
      */
     public function updated(Account $account): void
     {
-        $actionsTaken = [];
+        //$actionsTaken = [];
 
-        foreach ($this->actions as $action => $attribute) {
-            if ($account->isDirty($attribute)) {
-                $actionsTaken[] = $action;
-            }
-        }
+        //foreach ($this->actions as $action => $attribute) {
+            //if ($account->isDirty($attribute)) {
+                //$actionsTaken[] = $action;
+           // }
+        //}
 
-        if (count($actionsTaken) > 0) {
-            $account->histories()->create([
-                'company_id' => $account->company_id,
-                'account_id' => $account->id,
-                'type' => $account->getOriginal('type'),
-                'name' => $account->getOriginal('name'),
-                'number' => $account->getOriginal('number'),
-                'currency_code' => $account->getOriginal('currency_code'),
-                'opening_balance' => $account->getRawOriginal('opening_balance'),
-                'balance' => $account->getRawOriginal('balance'),
-                'exchange_rate' => $account->currency->getRawOriginal('rate'),
-                'status' => $account->getOriginal('status'),
-                'actions' => $actionsTaken,
-                'enabled' => $account->getOriginal('enabled'),
-                'changed_by' => $account->updated_by,
-            ]);
-        }
+        //if (count($actionsTaken) > 0) {
+            //$account->histories()->create([
+                //'company_id' => $account->company_id,
+               // 'account_id' => $account->id,
+               // 'type' => $account->getOriginal('type'),
+               // 'name' => $account->getOriginal('name'),
+               // 'number' => $account->getOriginal('number'),
+               // 'currency_code' => $account->getOriginal('currency_code'),
+               // 'opening_balance' => $account->getRawOriginal('opening_balance'),
+               // 'balance' => $account->getRawOriginal('balance'),
+               // 'exchange_rate' => $account->currency->getRawOriginal('rate'),
+               // 'status' => $account->getOriginal('status'),
+               // 'actions' => $actionsTaken,
+               // 'enabled' => $account->getOriginal('enabled'),
+               // 'changed_by' => $account->updated_by,
+            //]);
+        //}
     }
 
     /**
@@ -99,4 +126,62 @@ class AccountObserver
     {
         //
     }
+
+    private function getDefaultChartForBankAccount(Account $account): Account
+    {
+        $defaultChartCategory = AccountCategory::Asset;
+        $defaultChartType = AccountType::CurrentAsset;
+
+        //if ($account->type->isCreditCard()) {
+            //$defaultChartCategory = ChartCategory::Liability;
+            //$defaultChartType = ChartType::CurrentLiability;
+        //}
+
+        $subTypeId = $this->getSubTypeId($account->company_id, $defaultChartType);
+
+        $latestChartCode = Account::where('company_id', $account->company_id)
+            ->where('category', $defaultChartCategory)
+            ->where('type', $defaultChartType)
+            ->max('code');
+
+        $newChartCode = $latestChartCode ? ++$latestChartCode : '1000';
+
+        return Account::create([
+            'company_id' => $account->company_id,
+            'category' => $defaultChartCategory,
+            'type' => $defaultChartType,
+            'subtype_id' => $subTypeId,
+            'code' => $newChartCode,
+            'name' => $account->name,
+            'currency_code' => $account->currency_code,
+            'description' => $account->description ?? $account->name,
+            'balance' => 0,
+            'active' => true,
+            'default' => false,
+            'created_by' => $account->created_by,
+            'updated_by' => $account->updated_by,
+        ]);
+    }
+
+    private function getSubTypeId(int $companyId, AccountType $type): ?int
+    {
+        $subType = AccountSubtype::where('company_id', $companyId)
+            ->where('name', 'Cash and Cash Equivalents')
+            ->where('type', $type)
+            ->first();
+
+        if (!$subType) {
+            $subType = AccountSubtype::where('company_id', $companyId)
+                ->where('type', $type)
+                ->first();
+        }
+
+        return $subType?->id;
+    }
+
+    private function updateChartBalance(Account $chart, mixed $amount): void
+    {
+        //$chart->balance += $amount;
+        //$chart->save();
+    }
 }

app/Observers/BankAccountObserver.php

@@ -0,0 +1,80 @@
+<?php
+
+namespace App\Observers;
+
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\AccountSubtype;
+use App\Models\Banking\BankAccount;
+use Illuminate\Support\Facades\Log;
+
+class BankAccountObserver
+{
+    /**
+     * Handle the BankAccount "created" event.
+     */
+    public function created(BankAccount $bankAccount): void
+    {
+        //
+    }
+
+    /**
+     * Handle the BankAccount "creating" event.
+     */
+    public function creating(BankAccount $bankAccount): void
+    {
+        //
+    }
+
+    /**
+     * Get the default bank account subtype.
+     */
+    protected function getDefaultBankAccountSubtype(int $companyId, AccountType $type)
+    {
+        $subType = AccountSubtype::where('company_id', $companyId)
+            ->where('name', 'Cash and Cash Equivalents')
+            ->where('type', $type)
+            ->first();
+
+        if (!$subType) {
+            $subType = AccountSubtype::where('company_id', $companyId)
+                ->where('type', $type)
+                ->first();
+        }
+
+        return $subType?->id;
+    }
+
+    /**
+     * Handle the BankAccount "updated" event.
+     */
+    public function updated(BankAccount $bankAccount): void
+    {
+        //
+    }
+
+    /**
+     * Handle the BankAccount "deleted" event.
+     */
+    public function deleted(BankAccount $bankAccount): void
+    {
+        //
+    }
+
+    /**
+     * Handle the BankAccount "restored" event.
+     */
+    public function restored(BankAccount $bankAccount): void
+    {
+        //
+    }
+
+    /**
+     * Handle the BankAccount "force deleted" event.
+     */
+    public function forceDeleted(BankAccount $bankAccount): void
+    {
+        //
+    }
+}

app/Providers/AppServiceProvider.php

@@ -29,7 +29,7 @@ class AppServiceProvider extends ServiceProvider
         $this->configurePanelSwitch();
 
         FilamentAsset::register([
-            Js::make('top-navigation', __DIR__ . '/../../resources/js/top-navigation.js'),
+            Js::make('TopNavigation', __DIR__ . '/../../resources/js/TopNavigation.js'),
         ]);
     }
 

app/Providers/AuthServiceProvider.php

@@ -39,7 +39,7 @@ class AuthServiceProvider extends ServiceProvider
             Setting\Category::class,
             Setting\Discount::class,
             Setting\Tax::class,
-            Banking\Account::class,
+            Banking\BankAccount::class,
         ];
 
         foreach ($models as $model) {

app/Providers/EventServiceProvider.php

@@ -8,20 +8,30 @@ use App\Events\CompanyDefaultUpdated;
 use App\Events\CompanyGenerated;
 use App\Events\CurrencyRateChanged;
 use App\Events\DefaultCurrencyChanged;
+use App\Events\PlaidSuccess;
+use App\Events\StartTransactionImport;
+use App\Listeners\ConfigureChartOfAccounts;
 use App\Listeners\ConfigureCompanyDefault;
 use App\Listeners\ConfigureCompanyNavigation;
 use App\Listeners\CreateCompanyDefaults;
+use App\Listeners\CreateConnectedAccount;
+use App\Listeners\HandleTransactionImport;
+use App\Listeners\PopulateAccountFromPlaid;
 use App\Listeners\SyncAssociatedModels;
+use App\Listeners\SyncTransactionsFromPlaid;
 use App\Listeners\SyncWithCompanyDefaults;
 use App\Listeners\UpdateAccountBalances;
 use App\Listeners\UpdateCurrencyRates;
-use App\Models\Banking\Account;
+use App\Models\Accounting\Account;
+use App\Models\Banking\BankAccount;
 use App\Models\Setting\Currency;
 use App\Observers\AccountObserver;
+use App\Observers\BankAccountObserver;
 use App\Observers\CurrencyObserver;
 use Illuminate\Auth\Events\Registered;
 use Illuminate\Auth\Listeners\SendEmailVerificationNotification;
 use Illuminate\Foundation\Support\Providers\EventServiceProvider as ServiceProvider;
+use Wallo\FilamentCompanies\Events\CompanyCreated;
 
 class EventServiceProvider extends ServiceProvider
 {
@@ -46,6 +56,7 @@ class EventServiceProvider extends ServiceProvider
         ],
         CompanyGenerated::class => [
             CreateCompanyDefaults::class,
+            ConfigureChartOfAccounts::class,
         ],
         DefaultCurrencyChanged::class => [
             UpdateCurrencyRates::class,
@@ -53,6 +64,15 @@ class EventServiceProvider extends ServiceProvider
         CurrencyRateChanged::class => [
             UpdateAccountBalances::class,
         ],
+        PlaidSuccess::class => [
+            CreateConnectedAccount::class,
+            // PopulateAccountFromPlaid::class,
+            // SyncTransactionsFromPlaid::class,
+        ],
+        StartTransactionImport::class => [
+            // SyncTransactionsFromPlaid::class,
+            HandleTransactionImport::class,
+        ],
     ];
 
     /**
@@ -62,6 +82,7 @@ class EventServiceProvider extends ServiceProvider
      */
     protected $observers = [
         Currency::class => [CurrencyObserver::class],
+        BankAccount::class => [BankAccountObserver::class],
         Account::class => [AccountObserver::class],
     ];
 

app/Providers/Filament/AdminPanelProvider.php

@@ -2,6 +2,7 @@
 
 namespace App\Providers\Filament;
 
+use Exception;
 use Filament\Http\Middleware\Authenticate;
 use Filament\Http\Middleware\DisableBladeIconComponents;
 use Filament\Http\Middleware\DispatchServingFilamentEvent;
@@ -20,6 +21,9 @@ use Illuminate\View\Middleware\ShareErrorsFromSession;
 
 class AdminPanelProvider extends PanelProvider
 {
+    /**
+     * @throws Exception
+     */
     public function panel(Panel $panel): Panel
     {
         return $panel

app/Providers/Filament/UserPanelProvider.php

@@ -3,6 +3,7 @@
 namespace App\Providers\Filament;
 
 use App\Http\Middleware\Authenticate;
+use Exception;
 use Filament\Http\Middleware\DisableBladeIconComponents;
 use Filament\Http\Middleware\DispatchServingFilamentEvent;
 use Filament\Navigation\MenuItem;
@@ -24,6 +25,9 @@ use Wallo\FilamentCompanies\Pages\User\Profile;
 
 class UserPanelProvider extends PanelProvider
 {
+    /**
+     * @throws Exception
+     */
     public function panel(Panel $panel): Panel
     {
         return $panel

app/Providers/FilamentCompaniesServiceProvider.php

@@ -19,7 +19,11 @@ use App\Actions\FilamentCompanies\UpdateUserPassword;
 use App\Actions\FilamentCompanies\UpdateUserProfileInformation;
 use App\Filament\Company\Pages\CreateCompany;
 use App\Http\Middleware\ConfigureCurrentCompany;
+use App\Livewire\UpdatePassword;
+use App\Livewire\UpdateProfileInformation;
 use App\Models\Company;
+use Exception;
+use Filament\Actions\CreateAction;
 use Filament\Forms\Components\DatePicker;
 use Filament\Forms\Components\DateTimePicker;
 use Filament\Forms\Components\Select;
@@ -48,6 +52,9 @@ use Wallo\FilamentCompanies\Socialite;
 
 class FilamentCompaniesServiceProvider extends PanelProvider
 {
+    /**
+     * @throws Exception
+     */
     public function panel(Panel $panel): Panel
     {
         return $panel
@@ -61,8 +68,8 @@ class FilamentCompaniesServiceProvider extends PanelProvider
                 FilamentCompanies::make()
                     ->userPanel('user')
                     ->switchCurrentCompany()
-                    ->updateProfileInformation()
-                    ->updatePasswords()
+                    ->updateProfileInformation(component: UpdateProfileInformation::class)
+                    ->updatePasswords(component: UpdatePassword::class)
                     ->setPasswords()
                     ->connectedAccounts()
                     ->manageBrowserSessions()
@@ -173,6 +180,10 @@ class FilamentCompaniesServiceProvider extends PanelProvider
     {
         $this->configureSelect();
 
+        CreateAction::configureUsing(static function (CreateAction $action) {
+            $action->createAnother(false);
+        });
+
         DatePicker::configureUsing(static function (DatePicker $component) {
             $component->native(false);
         });

app/Providers/MacroServiceProvider.php

@@ -4,6 +4,8 @@ namespace App\Providers;
 
 use Akaunting\Money\Currency;
 use Akaunting\Money\Money;
+use App\Models\Accounting\AccountSubtype;
+use App\Utilities\Accounting\AccountCode;
 use BackedEnum;
 use Closure;
 use Filament\Forms\Components\Field;
@@ -102,6 +104,25 @@ class MacroServiceProvider extends ServiceProvider
             return $this;
         });
 
+        Field::macro('validateAccountCode', function (string | Closure | null $subtype = null): static {
+            $this
+                ->rules([
+                    fn (Field $component): Closure => static function (string $attribute, $value, Closure $fail) use ($subtype, $component) {
+                    $subtype = $component->evaluate($subtype);
+                    $chartSubtype = AccountSubtype::find($subtype);
+                    $type = $chartSubtype->type;
+
+                    if (!AccountCode::isValidCode($value, $type)) {
+                        $message = AccountCode::getMessage($type);
+
+                        $fail($message);
+                    }
+                },
+            ]);
+
+            return $this;
+        });
+
         TextColumn::macro('rate', function (string | Closure | null $computation = null): static {
             $this->formatStateUsing(static function (TextColumn $column, $state) use ($computation): ?string {
                 $computation = $column->evaluate($computation);

app/Services/CompanyDefaultService.php

@@ -6,7 +6,6 @@ use App\Enums\CategoryType;
 use App\Models\Company;
 use App\Models\Setting\Appearance;
 use App\Models\Setting\Category;
-use App\Models\Setting\CompanyDefault;
 use App\Models\Setting\Currency;
 use App\Models\Setting\Discount;
 use App\Models\Setting\DocumentDefault;
@@ -20,119 +19,99 @@ class CompanyDefaultService
     public function createCompanyDefaults(Company $company, User $user, string $currencyCode, string $countryCode, string $language): void
     {
         DB::transaction(function () use ($company, $user, $currencyCode, $countryCode, $language) {
-            $categories = $this->createCategories($company, $user);
-            $currency = $this->createCurrency($company, $user, $currencyCode);
-            $salesTax = $this->createSalesTax($company, $user);
-            $purchaseTax = $this->createPurchaseTax($company, $user);
-            $salesDiscount = $this->createSalesDiscount($company, $user);
-            $purchaseDiscount = $this->createPurchaseDiscount($company, $user);
+            $this->createCategories($company, $user);
+            $this->createCurrency($company, $user, $currencyCode);
+            $this->createSalesTax($company, $user);
+            $this->createPurchaseTax($company, $user);
+            $this->createSalesDiscount($company, $user);
+            $this->createPurchaseDiscount($company, $user);
             $this->createAppearance($company, $user);
             $this->createDocumentDefaults($company, $user);
             $this->createLocalization($company, $user, $countryCode, $language);
-
-            $companyDefaults = [
-                'company_id' => $company->id,
-                'income_category_id' => $categories['income_category_id'],
-                'expense_category_id' => $categories['expense_category_id'],
-                'currency_code' => $currency->code,
-                'sales_tax_id' => $salesTax->id,
-                'purchase_tax_id' => $purchaseTax->id,
-                'sales_discount_id' => $salesDiscount->id,
-                'purchase_discount_id' => $purchaseDiscount->id,
-                'created_by' => $user->id,
-                'updated_by' => $user->id,
-            ];
-
-            CompanyDefault::firstOrCreate(['company_id' => $company->id], $companyDefaults);
         }, 5);
     }
 
-    private function createCategories(Company $company, User $user): array
+    private function createCategories(Company $company, User $user): void
     {
-        $incomeCategories = ['Salary', 'Bonus', 'Interest', 'Dividends', 'Rentals'];
-        $expenseCategories = ['Rent', 'Utilities', 'Food', 'Transportation', 'Entertainment'];
-
-        $shuffledCategories = [
-            ...array_map(static fn ($name) => ['name' => $name, 'type' => CategoryType::Income->value], $incomeCategories),
-            ...array_map(static fn ($name) => ['name' => $name, 'type' => CategoryType::Expense->value], $expenseCategories),
-        ];
+        $incomeCategories = ['Dividends', 'Interest Earned', 'Wages', 'Sales', 'Other Income'];
+        $expenseCategories = ['Rent or Mortgage', 'Utilities', 'Groceries', 'Transportation', 'Other Expense'];
+        $otherCategories = ['Transfer', 'Other'];
 
-        shuffle($shuffledCategories);
+        $defaultIncomeCategory = 'Sales';
+        $defaultExpenseCategory = 'Rent or Mortgage';
 
-        $incomeEnabled = $expenseEnabled = false;
+        $this->createCategory($company, $user, $defaultIncomeCategory, CategoryType::Income, true);
+        $this->createCategory($company, $user, $defaultExpenseCategory, CategoryType::Expense, true);
 
-        $enabledIncomeCategoryId = null;
-        $enabledExpenseCategoryId = null;
-
-        foreach ($shuffledCategories as $category) {
-            $enabled = false;
-            if (! $incomeEnabled && $category['type'] === CategoryType::Income->value) {
-                $enabled = $incomeEnabled = true;
-            } elseif (! $expenseEnabled && $category['type'] === CategoryType::Expense->value) {
-                $enabled = $expenseEnabled = true;
+        foreach ($incomeCategories as $incomeCategory) {
+            if ($incomeCategory !== $defaultIncomeCategory) {
+                $this->createCategory($company, $user, $incomeCategory, CategoryType::Income);
             }
+        }
 
-            $categoryModel = Category::factory()->create([
-                'company_id' => $company->id,
-                'name' => $category['name'],
-                'type' => $category['type'],
-                'enabled' => $enabled,
-                'created_by' => $user->id,
-                'updated_by' => $user->id,
-            ]);
-
-            if ($enabled && $category['type'] === CategoryType::Income->value) {
-                $enabledIncomeCategoryId = $categoryModel->id;
-            } elseif ($enabled && $category['type'] === CategoryType::Expense->value) {
-                $enabledExpenseCategoryId = $categoryModel->id;
+        foreach ($expenseCategories as $expenseCategory) {
+            if ($expenseCategory !== $defaultExpenseCategory) {
+                $this->createCategory($company, $user, $expenseCategory, CategoryType::Expense);
             }
         }
 
-        return [
-            'income_category_id' => $enabledIncomeCategoryId,
-            'expense_category_id' => $enabledExpenseCategoryId,
-        ];
+        foreach ($otherCategories as $otherCategory) {
+            $this->createCategory($company, $user, $otherCategory, CategoryType::Other);
+        }
+
+    }
+
+    private function createCategory(Company $company, User $user, string $name, CategoryType $type, bool $enabled = false): void
+    {
+        Category::factory()->create([
+            'company_id' => $company->id,
+            'name' => $name,
+            'type' => $type,
+            'enabled' => $enabled,
+            'created_by' => $user->id,
+            'updated_by' => $user->id,
+        ]);
     }
 
-    private function createCurrency(Company $company, User $user, string $currencyCode)
+    private function createCurrency(Company $company, User $user, string $currencyCode): void
     {
-        return Currency::factory()->forCurrency($currencyCode)->create([
+        Currency::factory()->forCurrency($currencyCode)->create([
             'company_id' => $company->id,
             'created_by' => $user->id,
             'updated_by' => $user->id,
         ]);
     }
 
-    private function createSalesTax(Company $company, User $user)
+    private function createSalesTax(Company $company, User $user): void
     {
-        return Tax::factory()->salesTax()->create([
+        Tax::factory()->salesTax()->create([
             'company_id' => $company->id,
             'created_by' => $user->id,
             'updated_by' => $user->id,
         ]);
     }
 
-    private function createPurchaseTax(Company $company, User $user)
+    private function createPurchaseTax(Company $company, User $user): void
     {
-        return Tax::factory()->purchaseTax()->create([
+        Tax::factory()->purchaseTax()->create([
             'company_id' => $company->id,
             'created_by' => $user->id,
             'updated_by' => $user->id,
         ]);
     }
 
-    private function createSalesDiscount(Company $company, User $user)
+    private function createSalesDiscount(Company $company, User $user): void
     {
-        return Discount::factory()->salesDiscount()->create([
+        Discount::factory()->salesDiscount()->create([
             'company_id' => $company->id,
             'created_by' => $user->id,
             'updated_by' => $user->id,
         ]);
     }
 
-    private function createPurchaseDiscount(Company $company, User $user)
+    private function createPurchaseDiscount(Company $company, User $user): void
     {
-        return Discount::factory()->purchaseDiscount()->create([
+        Discount::factory()->purchaseDiscount()->create([
             'company_id' => $company->id,
             'created_by' => $user->id,
             'updated_by' => $user->id,

app/Services/PlaidService.php

@@ -0,0 +1,293 @@
+<?php
+
+namespace App\Services;
+
+use App\Models\Company;
+use GuzzleHttp\Psr7\Message;
+use Illuminate\Contracts\Config\Repository as Config;
+use Illuminate\Http\Client\Factory as HttpClient;
+use Illuminate\Http\Client\RequestException;
+use Illuminate\Http\Client\Response;
+use Illuminate\Support\Facades\Log;
+use RuntimeException;
+
+class PlaidService
+{
+    public const string API_VERSION = '2020-09-14';
+
+    protected ?string $client_id;
+
+    protected ?string $client_secret;
+
+    protected ?string $environment;
+
+    protected ?string $base_url;
+
+    protected HttpClient $client;
+
+    protected Config $config;
+
+    protected array $plaidSupportedLanguages = [
+        'da', 'nl', 'en',
+        'et', 'fr', 'de',
+        'it', 'lv', 'lt',
+        'no', 'pl', 'pt',
+        'ro', 'es', 'sv',
+    ];
+
+    protected array $plaidSupportedCountries = [
+        'US', 'GB', 'ES',
+        'NL', 'FR', 'IE',
+        'CA', 'DE', 'IT',
+        'PL', 'DK', 'NO',
+        'SE', 'EE', 'LT',
+        'LV', 'PT', 'BE',
+    ];
+
+    public function __construct(HttpClient $client, Config $config)
+    {
+        $this->client = $client;
+        $this->config = $config;
+        $this->client_id = $this->config->get('plaid.client_id');
+        $this->client_secret = $this->config->get('plaid.client_secret');
+        $this->environment = $this->config->get('plaid.environment', 'sandbox');
+
+        $this->setBaseUrl($this->environment);
+    }
+
+    public function setClientCredentials(?string $client_id, ?string $client_secret): self
+    {
+        $this->client_id = $client_id ?? $this->client_id;
+        $this->client_secret = $client_secret ?? $this->client_secret;
+
+        return $this;
+    }
+
+    public function setEnvironment(?string $environment): self
+    {
+        $this->environment = $environment ?? $this->environment;
+
+        $this->setBaseUrl($this->environment);
+
+        return $this;
+    }
+
+    public function setBaseUrl(?string $environment): void
+    {
+        $this->base_url = match ($environment) {
+            'development' => 'https://development.plaid.com',
+            'production' => 'https://production.plaid.com',
+            default => 'https://sandbox.plaid.com', // Default to sandbox, including if environment is null
+        };
+    }
+
+    public function getBaseUrl(): string
+    {
+        return $this->base_url;
+    }
+
+    public function getEnvironment(): string
+    {
+        return $this->environment;
+    }
+
+    public function buildRequest(string $method, string $endpoint, array $data = []): Response
+    {
+        $request = $this->client->withHeaders([
+            'Plaid-Version' => self::API_VERSION,
+            'Content-Type' => 'application/json',
+        ])->baseUrl($this->base_url);
+
+        if ($method === 'post') {
+            $request = $request->withHeaders([
+                'PLAID-CLIENT-ID' => $this->client_id,
+                'PLAID-SECRET' => $this->client_secret,
+            ]);
+        }
+
+        return $request->{$method}($endpoint, $data);
+    }
+
+    public function sendRequest(string $endpoint, array $data = []): object
+    {
+        try {
+            $response = $this->buildRequest('post', $endpoint, $data)->throw()->object();
+
+            if ($response === null) {
+                throw new RuntimeException('Plaid API returned null response.');
+            }
+
+            return $response;
+        } catch (RequestException $e) {
+            $statusCode = $e->response->status();
+
+            $message = "Plaid API request returned status code {$statusCode}";
+
+            $summary = Message::bodySummary($e->response->toPsrResponse(), 1000);
+
+            if ($summary !== null) {
+                $message .= ":\n{$summary}\n";
+            }
+
+            Log::error($message);
+
+            throw new RuntimeException('An error occurred while communicating with the Plaid API.');
+        }
+    }
+
+    public function createPlaidUser(Company $company): array
+    {
+        return array_filter([
+            'client_user_id' => (string) $company->owner->id,
+            'legal_name' => $company->owner->name,
+            'phone_number' => $company->profile->phone_number,
+            'email_address' => $company->owner->email,
+        ], static fn ($value): bool => $value !== null);
+    }
+
+    public function getLanguage(string $language): string
+    {
+        if (in_array($language, $this->plaidSupportedLanguages, true)) {
+            return $language;
+        }
+
+        return 'en';
+    }
+
+    public function getCountry(string $country): string
+    {
+        if (in_array($country, $this->plaidSupportedCountries, true)) {
+            return $country;
+        }
+
+        return 'US';
+    }
+
+    public function createSandboxPublicToken(): object
+    {
+        return $this->createPublicToken('ins_109508', ['auth']);
+    }
+
+    public function createPublicToken(string $institution_id, array $initial_products, array $options = []): object
+    {
+        $data = [
+            'institution_id' => $institution_id,
+            'initial_products' => $initial_products,
+            'options' => (object) $options,
+        ];
+
+        return $this->sendRequest('sandbox/public_token/create', $data);
+    }
+
+    public function createToken(string $language, string $country, array $user, array $products = []): object
+    {
+        $plaidLanguage = $this->getLanguage($language);
+
+        $plaidCountry = $this->getCountry($country);
+
+        return $this->createLinkToken(
+            'ERPSAAS',
+            $plaidLanguage,
+            [$plaidCountry],
+            $user,
+            $products,
+        );
+    }
+
+    public function createLinkToken(string $client_name, string $language, array $country_codes, array $user, array $products = []): object
+    {
+        $data = [
+            'client_name' => $client_name,
+            'language' => $language,
+            'country_codes' => $country_codes,
+            'user' => (object) $user,
+        ];
+
+        if ($products) {
+            $data['products'] = $products;
+        }
+
+        return $this->sendRequest('link/token/create', $data);
+    }
+
+    public function exchangePublicToken(string $public_token): object
+    {
+        $data = compact('public_token');
+
+        return $this->sendRequest('item/public_token/exchange', $data);
+    }
+
+    public function getAccounts(string $accessToken, array $options = []): object
+    {
+        $data = [
+            'access_token' => $accessToken,
+            'options' => (object) $options,
+        ];
+
+        return $this->sendRequest('accounts/get', $data);
+    }
+
+    public function getAuth($access_token): object
+    {
+        return $this->authGet($access_token);
+    }
+
+    public function authGet(string $access_token, array $options = []): object
+    {
+        $data = [
+            'access_token' => $access_token,
+            'options' => (object) $options,
+        ];
+
+        return $this->sendRequest('auth/get', $data);
+    }
+
+    public function getInstitution(string $institution_id, string $country): object
+    {
+        $options = [
+            'include_optional_metadata' => true,
+        ];
+
+        $plaidCountry = $this->getCountry($country);
+
+        return $this->getInstitutionById($institution_id, [$plaidCountry], $options);
+    }
+
+    public function getInstitutions(int $count, int $offset, array $country_codes, array $options = []): object
+    {
+        $data = [
+            'count' => $count,
+            'offset' => $offset,
+            'country_codes' => $country_codes,
+            'options' => (object) $options,
+        ];
+
+        return $this->sendRequest('institutions/get', $data);
+    }
+
+    public function getInstitutionById(string $institution_id, array $country_codes, array $options = []): object
+    {
+        $data = [
+            'institution_id' => $institution_id,
+            'country_codes' => $country_codes,
+            'options' => (object) $options,
+        ];
+
+        return $this->sendRequest('institutions/get_by_id', $data);
+    }
+
+    public function syncTransactions(string $access_token, string|null $cursor = null, int $count = 100, array $options = []): object
+    {
+        $data = [
+            'access_token' => $access_token,
+            'count' => $count,
+            'options' => (object) $options,
+        ];
+
+        if ($cursor !== null) {
+            $data['cursor'] = $cursor;
+        }
+
+        return $this->sendRequest('transactions/sync', $data);
+    }
+}

app/Traits/Blamable.php

@@ -8,14 +8,14 @@ trait Blamable
 {
     public static function bootBlamable(): void
     {
-        $auth = Auth::check() ? Auth::id() : null;
-
-        static::creating(static function ($model) use ($auth) {
+        static::creating(static function ($model) {
+            $auth = Auth::id();
             $model->created_by = $auth;
             $model->updated_by = $auth;
         });
 
-        static::updating(static function ($model) use ($auth) {
+        static::updating(static function ($model) {
+            $auth = Auth::id();
             $model->updated_by = $auth;
         });
     }

app/Traits/HandlesResourceRecordCreation.php

@@ -12,7 +12,7 @@ trait HandlesResourceRecordCreation
     protected function handleRecordCreationWithUniqueField(array $data, Model $model, User $user, ?string $uniqueField = null, ?array $evaluatedTypes = null): Model
     {
         if (is_array($evaluatedTypes)) {
-            $evaluatedTypes = $this->ensureEnumValues($evaluatedTypes);
+            $evaluatedTypes = $this->ensureCreationEnumValues($evaluatedTypes);
         }
 
         if ($uniqueField && ! in_array($data[$uniqueField] ?? '', $evaluatedTypes ?? [], true)) {
@@ -43,7 +43,7 @@ trait HandlesResourceRecordCreation
         return $instance;
     }
 
-    private function ensureEnumValues(array $evaluatedTypes): array
+    private function ensureCreationEnumValues(array $evaluatedTypes): array
     {
         return array_map(static function ($type) {
             return $type instanceof BackedEnum ? $type->value : $type;

app/Traits/HandlesResourceRecordUpdate.php

@@ -12,7 +12,7 @@ trait HandlesResourceRecordUpdate
     protected function handleRecordUpdateWithUniqueField(Model $record, array $data, User $user, ?string $uniqueField = null, ?array $evaluatedTypes = null): Model
     {
         if (is_array($evaluatedTypes)) {
-            $evaluatedTypes = $this->ensureEnumValues($evaluatedTypes);
+            $evaluatedTypes = $this->ensureUpdateEnumValues($evaluatedTypes);
         }
 
         if ($uniqueField && ! in_array($data[$uniqueField] ?? '', $evaluatedTypes ?? [], true)) {
@@ -51,7 +51,7 @@ trait HandlesResourceRecordUpdate
         return tap($record)->update($data);
     }
 
-    private function ensureEnumValues(array $evaluatedTypes): array
+    private function ensureUpdateEnumValues(array $evaluatedTypes): array
     {
         return array_map(static function ($type) {
             return $type instanceof BackedEnum ? $type->value : $type;

app/Utilities/Accounting/AccountCode.php

@@ -0,0 +1,83 @@
+<?php
+
+namespace App\Utilities\Accounting;
+
+use App\Enums\Accounting\AccountType;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\AccountSubtype;
+use RuntimeException;
+
+class AccountCode
+{
+    public static function isValidCode($code, AccountType $type): bool
+    {
+        $range = self::getRangeForType($type);
+
+        $mainAccountPart = explode('-', $code)[0];
+
+        $numericValue = (int) $mainAccountPart;
+
+        return $numericValue >= $range[0] && $numericValue <= $range[1];
+    }
+
+    public static function getMessage(AccountType $type): string
+    {
+        $range = self::getRangeForType($type);
+
+        return "The account code must range from {$range[0]} to {$range[1]} for a {$type->getLabel()}.";
+    }
+
+    public static function getRangeForType(AccountType $type): array
+    {
+        return match ($type) {
+            AccountType::CurrentAsset => [1000, 1499],
+            AccountType::NonCurrentAsset => [1500, 1899],
+            AccountType::ContraAsset => [1900, 1999],
+            AccountType::CurrentLiability => [2000, 2499],
+            AccountType::NonCurrentLiability => [2500, 2899],
+            AccountType::ContraLiability => [2900, 2999],
+            AccountType::Equity => [3000, 3899],
+            AccountType::ContraEquity => [3900, 3999],
+            AccountType::OperatingRevenue => [4000, 4499],
+            AccountType::NonOperatingRevenue => [4500, 4899],
+            AccountType::ContraRevenue => [4900, 4949],
+            AccountType::UncategorizedRevenue => [4950, 4999],
+            AccountType::OperatingExpense => [5000, 5499],
+            AccountType::NonOperatingExpense => [5500, 5899],
+            AccountType::ContraExpense => [5900, 5949],
+            AccountType::UncategorizedExpense => [5950, 5999],
+        };
+    }
+
+    public static function generate(int $companyId, string $subtypeId): string
+    {
+        $subtype = AccountSubtype::find($subtypeId);
+        $type = $subtype->type;
+
+        $range = self::getRangeForType($type);
+
+        $lastAccount = Account::where('subtype_id', $subtypeId)
+            ->where('company_id', $companyId)
+            ->orderBy('code', 'desc')
+            ->first(); // maybe handle subaccounts (parent-child) in the future (not using max() because of subaccounts)
+
+        if ($lastAccount) {
+            $lastCode = $lastAccount->code;
+            $lastAccountPart = explode('-', $lastCode)[0]; // possibly handle subaccounts (parent-child) in the future
+            $numericValue = (int) $lastAccountPart;
+            $numericValue++;
+        } else {
+            $numericValue = $range[0];
+        }
+
+        while (Account::where('company_id', $companyId)->where('code', '=', (string) $numericValue)->exists() || $numericValue > $range[1]) {
+            if ($numericValue > $range[1]) {
+                throw new RuntimeException('No more account codes available for this type.');
+            }
+
+            $numericValue++;
+        }
+
+        return (string) $numericValue;
+    }
+}

app/Utilities/Localization/Timezone.php

@@ -5,11 +5,12 @@ namespace App\Utilities\Localization;
 use App\Enums\TimeFormat;
 use App\Models\Setting\Localization;
 use DateTimeZone;
+use IntlTimeZone;
 use Symfony\Component\Intl\Timezones;
 
 class Timezone
 {
-    public static function getTimezoneOptions(#[\SensitiveParameter] ?string $countryCode = null): array
+    public static function getTimezoneOptions(?string $countryCode = null): array
     {
         if (empty($countryCode)) {
             return [];
@@ -26,7 +27,8 @@ class Timezone
         $results = [];
 
         foreach ($countryTimezones as $timezoneIdentifier) {
-            $translatedName = $localizedTimezoneNames[$timezoneIdentifier] ?? $timezoneIdentifier;
+            $timezoneConical = IntlTimeZone::getCanonicalID($timezoneIdentifier);
+            $translatedName = $localizedTimezoneNames[$timezoneConical] ?? $timezoneConical;
             $cityName = self::extractCityName($translatedName);
             $localTime = self::getLocalTime($timezoneIdentifier);
             $timezoneAbbreviation = now($timezoneIdentifier)->format('T');

app/Utilities/Plaid/AccountTypeMapper.php

@@ -0,0 +1,121 @@
+<?php
+
+namespace App\Utilities\Plaid;
+
+use App\Enums\BankAccountSubtype;
+use App\Enums\BankAccountType;
+
+class AccountTypeMapper
+{
+    public static function mapToEnums(string $plaidType, string $plaidSubtype): array {
+        $mappedType = self::mapType($plaidType);
+        $mappedSubtype = self::mapSubtype($plaidType, $plaidSubtype);
+
+        return [
+            'type' => $mappedType,
+            'subtype' => $mappedSubtype,
+        ];
+    }
+
+    private static function mapType(string $plaidType): BankAccountType {
+        return match ($plaidType) {
+            'depository' => BankAccountType::Depository,
+            'credit' => BankAccountType::Credit,
+            'loan' => BankAccountType::Loan,
+            'investment' => BankAccountType::Investment,
+            default => BankAccountType::Other,
+        };
+    }
+
+    private static function mapSubtype(string $plaidType, string $plaidSubtype): ?BankAccountSubtype
+    {
+        return match ($plaidType) {
+            'depository' => match ($plaidSubtype) {
+                'checking' => BankAccountSubtype::Checking,
+                'savings' => BankAccountSubtype::Savings,
+                'hsa' => BankAccountSubtype::HealthSavingsAccountCash,
+                'cd' => BankAccountSubtype::CertificateOfDeposit,
+                'money market' => BankAccountSubtype::MoneyMarket,
+                'paypal' => BankAccountSubtype::Paypal,
+                'prepaid' => BankAccountSubtype::Prepaid,
+                'cash management' => BankAccountSubtype::CashManagement,
+                'ebt' => BankAccountSubtype::ElectronicBenefitsTransfer,
+                default => BankAccountSubtype::Other,
+            },
+            'credit' => match ($plaidSubtype) {
+                'credit card' => BankAccountSubtype::CreditCard,
+                'paypal' => BankAccountSubtype::PaypalCredit,
+                default => BankAccountSubtype::Other,
+            },
+            'loan' => match ($plaidSubtype) {
+                'auto' => BankAccountSubtype::Auto,
+                'business' => BankAccountSubtype::Business,
+                'commercial' => BankAccountSubtype::Commercial,
+                'construction' => BankAccountSubtype::Construction,
+                'consumer' => BankAccountSubtype::Consumer,
+                'home equity' => BankAccountSubtype::HomeEquity,
+                'loan' => BankAccountSubtype::Loan,
+                'mortgage' => BankAccountSubtype::Mortgage,
+                'overdraft' => BankAccountSubtype::Overdraft,
+                'line of credit' => BankAccountSubtype::LineOfCredit,
+                'student' => BankAccountSubtype::Student,
+                default => BankAccountSubtype::Other,
+            },
+            'investment' => match ($plaidSubtype) {
+                '529' => BankAccountSubtype::CollegeSavings529,
+                '401a' => BankAccountSubtype::Retirement401a,
+                '401k' => BankAccountSubtype::Retirement401K,
+                '403B' => BankAccountSubtype::Retirement403b,
+                '457b' => BankAccountSubtype::DeferredCompensation457b,
+                'brokerage' => BankAccountSubtype::Brokerage,
+                'cash isa' => BankAccountSubtype::CashIndividualSavingsAccount,
+                'crypto exchange' => BankAccountSubtype::CryptoCurrencyExchange,
+                'education savings account' => BankAccountSubtype::EducationSavingsAccount,
+                'fixed annuity' => BankAccountSubtype::FixedAnnuity,
+                'gic' => BankAccountSubtype::GuaranteedInvestmentCertificate,
+                'health reimbursement arrangement' => BankAccountSubtype::HealthReimbursementArrangement,
+                'hsa' => BankAccountSubtype::HealthSavingsAccountNonCash,
+                'ira' => BankAccountSubtype::IndividualRetirementAccount,
+                'isa' => BankAccountSubtype::IndividualSavingsAccount,
+                'keogh' => BankAccountSubtype::KeoghPlan,
+                'lif' => BankAccountSubtype::LifeIncomeFund,
+                'life insurance' => BankAccountSubtype::LifeInsuranceAccount,
+                'lira' => BankAccountSubtype::LockedInRetirementAccount,
+                'lrif' => BankAccountSubtype::LockedInRetirementIncomeFund,
+                'lrsp' => BankAccountSubtype::LockedInRetirementSavingsPlan,
+                'mutual fund' => BankAccountSubtype::MutualFundAccount,
+                'non-custodial wallet' => BankAccountSubtype::CryptoCurrencyWallet,
+                'non-taxable brokerage account' => BankAccountSubtype::NonTaxableBrokerageAccount,
+                'other annuity' => BankAccountSubtype::AnnuityAccountOther,
+                'other insurance' => BankAccountSubtype::InsuranceAccountOther,
+                'pension' => BankAccountSubtype::PensionAccount,
+                'prif' => BankAccountSubtype::PrescribedRetirementIncomeFund,
+                'profit sharing plan' => BankAccountSubtype::ProfitSharingPlanAccount,
+                'qshr' => BankAccountSubtype::QualifyingShareAccount,
+                'rdsp' => BankAccountSubtype::RegisteredDisabilitySavingsPlan,
+                'resp' => BankAccountSubtype::RegisteredEducationSavingsPlan,
+                'retirement' => BankAccountSubtype::RetirementAccountOther,
+                'rlif' => BankAccountSubtype::RestrictedLifeIncomeFund,
+                'roth' => BankAccountSubtype::RothIRA,
+                'roth 401k' => BankAccountSubtype::Roth401k,
+                'rrif' => BankAccountSubtype::RegisteredRetirementIncomeFund,
+                'rrsp' => BankAccountSubtype::RegisteredRetirementSavingsPlan,
+                'sarsep' => BankAccountSubtype::SalaryReductionSEPPlan,
+                'sep ira' => BankAccountSubtype::SimplifiedEmployeePensionIRA,
+                'simple ira' => BankAccountSubtype::SavingsIncentiveMatchPlanForEmployeesIRA,
+                'sipp' => BankAccountSubtype::SelfInvestedPersonalPension,
+                'stock plan' => BankAccountSubtype::StockPlanAccount,
+                'tfsa' => BankAccountSubtype::TaxFreeSavingsAccount,
+                'trust' => BankAccountSubtype::TrustAccount,
+                'ugma' => BankAccountSubtype::UniformGiftToMinorsAct,
+                'utma' => BankAccountSubtype::UniformTransfersToMinorsAct,
+                'variable annuity' => BankAccountSubtype::VariableAnnuityAccount,
+                default => BankAccountSubtype::Other,
+            },
+
+            default => BankAccountSubtype::Other,
+
+        };
+
+    }
+}

composer.json

@@ -11,7 +11,6 @@
         "php": "^8.2",
         "ext-bcmath": "*",
         "ext-intl": "*",
-        "ext-simplexml": "*",
         "akaunting/laravel-money": "^5.1",
         "andrewdwallo/filament-companies": "^3.0",
         "andrewdwallo/filament-selectify": "^2.0",

config/chart-of-accounts.php

@@ -0,0 +1,424 @@
+<?php
+
+return [
+    'default' => [
+        'current_asset' => [
+            'Cash and Cash Equivalents' => [
+                'description' => 'The most liquid assets a company holds. This includes physical currency, bank balances, and short-term investments a company can quickly convert to cash.',
+                'multi_currency' => true,
+                'base_code' => '1000',
+                'accounts' => [
+                    'Cash on Hand' => [
+                        'description' => 'The amount of money held by the company in the form of cash.',
+                    ],
+                ],
+            ],
+            'Receivables' => [
+                'description' => 'Amounts owed to the company for goods sold or services rendered, including accounts receivable, notes receivable, and other receivables.',
+                'multi_currency' => false,
+                'base_code' => '1100',
+                'accounts' => [
+                    'Accounts Receivable' => [
+                        'description' => 'The amount of money owed to the company by customers who have not yet paid for goods or services received.',
+                    ],
+                ],
+            ],
+            'Inventory' => [
+                'description' => 'The raw materials, work-in-progress goods and completely finished goods that are considered to be the portion of a business\'s assets that are ready or will be ready for sale.',
+                'multi_currency' => true,
+                'base_code' => '1200',
+            ],
+            'Prepaid and Deferred Charges' => [
+                'description' => 'Payments made in advance for future goods or services, such as insurance premiums, rent, and prepaid taxes.',
+                'multi_currency' => false,
+                'base_code' => '1300',
+            ],
+            'Other Current Assets' => [
+                'description' => 'Other assets that are expected to be converted to cash, sold, or consumed within one year or the business\'s operating cycle.',
+                'multi_currency' => true,
+                'base_code' => '1400',
+            ],
+        ],
+        'non_current_asset' => [
+            'Long-Term Investments' => [
+                'description' => 'Investments in securities like bonds and stocks, investments in other companies, or real estate held for more than one year, aiming for long-term benefits.',
+                'multi_currency' => true,
+                'base_code' => '1500',
+            ],
+            'Fixed Assets' => [
+                'description' => 'Physical, tangible assets used in the business\'s operations with a useful life exceeding one year, such as buildings, machinery, and vehicles. These assets are subject to depreciation.',
+                'multi_currency' => false,
+                'base_code' => '1600',
+            ],
+            'Intangible Assets' => [
+                'description' => 'Assets lacking physical substance but offering value to the business, like patents, copyrights, trademarks, software, and goodwill.',
+                'multi_currency' => false,
+                'base_code' => '1700',
+            ],
+            'Other Non-Current Assets' => [
+                'description' => 'Includes long-term assets not classified in the above categories, such as long-term prepaid expenses, deferred tax assets, and loans made to other entities that are not expected to be settled within the next year.',
+                'multi_currency' => true,
+                'base_code' => '1800',
+            ],
+        ],
+        'contra_asset' => [
+            'Depreciation and Amortization' => [
+                'description' => 'Accounts that accumulate depreciation of tangible assets and amortization of intangible assets, reflecting the reduction in value over time.',
+                'multi_currency' => false,
+                'base_code' => '1900',
+            ],
+            'Allowances for Receivables' => [
+                'description' => 'Accounts representing estimated uncollectible receivables, used to adjust the value of gross receivables to a realistic collectible amount.',
+                'multi_currency' => false,
+                'base_code' => '1940',
+            ],
+            'Valuation Adjustments' => [
+                'description' => 'Accounts used to record adjustments in asset values due to impairments, market changes, or other factors affecting their recoverable amount.',
+                'multi_currency' => false,
+                'base_code' => '1950',
+            ],
+        ],
+        'current_liability' => [
+            'Supplier Obligations' => [
+                'description' => 'Liabilities arising from purchases of goods or services from suppliers, not yet paid for. This can include individual accounts payable and trade credits.',
+                'multi_currency' => true,
+                'base_code' => '2000',
+                'accounts' => [
+                    'Accounts Payable' => [
+                        'description' => 'The amount of money owed by the company to suppliers for goods or services received.',
+                    ],
+                ],
+            ],
+            'Accrued Expenses and Liabilities' => [
+                'description' => 'Expenses that have been incurred but not yet paid, including wages, utilities, interest, and taxes. This category can house various accrued expense accounts.',
+                'multi_currency' => false,
+                'base_code' => '2100',
+                'accounts' => [
+                    'Sales Tax Payable' => [
+                        'description' => 'The amount of money owed to the government for sales tax collected from customers.',
+                    ],
+                ],
+            ],
+            'Short-Term Borrowings' => [
+                'description' => 'Debt obligations due within the next year, such as bank loans, lines of credit, and short-term notes. This category can cover multiple short-term debt accounts.',
+                'multi_currency' => true,
+                'base_code' => '2200',
+            ],
+            'Customer Deposits and Advances' => [
+                'description' => 'Funds received in advance for goods or services to be provided in the future, including customer deposits and prepayments.',
+                'multi_currency' => true,
+                'base_code' => '2300',
+            ],
+            'Other Current Liabilities' => [
+                'description' => 'A grouping for miscellaneous short-term liabilities not covered in other categories, like the current portion of long-term debts, short-term provisions, and other similar obligations.',
+                'multi_currency' => true,
+                'base_code' => '2400',
+            ],
+        ],
+        'non_current_liability' => [
+            'Long-Term Borrowings' => [
+                'description' => 'Obligations such as bonds, mortgages, and loans with a maturity of more than one year, covering various types of long-term debt instruments.',
+                'multi_currency' => true,
+                'base_code' => '2500',
+            ],
+            'Deferred Tax Liabilities' => [
+                'description' => 'Taxes incurred in the current period but payable in a future period, typically due to differences in accounting methods between tax reporting and financial reporting.',
+                'multi_currency' => false,
+                'base_code' => '2600',
+            ],
+            'Other Long-Term Liabilities' => [
+                'description' => 'Liabilities not due within the next year and not classified as long-term debt or deferred taxes, including pension liabilities, lease obligations, and long-term provisions.',
+                'multi_currency' => true,
+                'base_code' => '2700',
+            ],
+        ],
+        'contra_liability' => [
+            'Accumulated Amortization of Debt Discount' => [
+                'description' => 'Accumulated amount representing the reduction of bond or loan liabilities, reflecting the difference between the face value and the discounted issuance price over time.',
+                'multi_currency' => false,
+                'base_code' => '2900',
+            ],
+            'Valuation Adjustments for Liabilities' => [
+                'description' => 'Adjustments made to the recorded value of liabilities, such as changes in fair value of derivative liabilities or adjustments for hedging activities.',
+                'multi_currency' => false,
+                'base_code' => '2950',
+            ],
+        ],
+        'equity' => [
+            'Contributed Capital' => [
+                'description' => 'Funds provided by owners or shareholders for starting the business and subsequent capital injections. Reflects the financial commitment of the owner(s) or shareholders to the business.',
+                'multi_currency' => true,
+                'base_code' => '3000',
+                'accounts' => [
+                    'Owner\'s Equity' => [
+                        'description' => 'The owner\'s financial interest in the business, representing the residual interest in the assets of the business after deducting liabilities.',
+                    ],
+                ],
+            ],
+            'Retained Earnings' => [
+                'description' => 'Cumulative profits retained in the business and not distributed as dividends. Indicates the company\'s financial health and profit-generating ability.',
+                'multi_currency' => false,
+                'base_code' => '3100',
+            ],
+            'Drawings' => [
+                'description' => 'The amount of money taken out of the business by the owner(s) for personal use.',
+                'multi_currency' => false,
+                'base_code' => '3200',
+            ],
+            'Equity Reserves and Adjustments' => [
+                'description' => 'Includes adjustments like revaluation reserves, foreign exchange adjustments, or other components of comprehensive income that affect the equity but are not classified under capital, retained earnings, or drawings.',
+                'multi_currency' => true,
+                'base_code' => '3300',
+            ],
+        ],
+        'contra_equity' => [
+            'Contra Equity' => [
+                'description' => 'Equity that is deducted from gross equity to arrive at net equity. This includes treasury stock, which is stock that has been repurchased by the company.',
+                'multi_currency' => false,
+                'base_code' => '3900',
+            ],
+        ],
+        'operating_revenue' => [
+            'Product Sales' => [
+                'description' => 'Income from selling physical or digital products. Includes revenue from all product lines or categories.',
+                'multi_currency' => false,
+                'base_code' => '4000',
+                'accounts' => [
+                    'Product Sales' => [
+                        'description' => 'The amount of money earned from selling physical or digital products.',
+                    ],
+                ],
+            ],
+            'Service Revenue' => [
+                'description' => 'Income earned from providing services, encompassing activities like consulting, maintenance, and repair services.',
+                'multi_currency' => false,
+                'base_code' => '4100',
+            ],
+            'Other Operating Revenue' => [
+                'description' => 'Income from other business operations not classified as product sales or services, such as rental income, royalties, or income from licensing agreements.',
+                'multi_currency' => false,
+                'base_code' => '4200',
+            ],
+        ],
+        'non_operating_revenue' => [
+            'Investment Income' => [
+                'description' => 'Earnings from investments, including dividends, interest from securities, and profits from real estate investments.',
+                'multi_currency' => false,
+                'base_code' => '4500',
+                'accounts' => [
+                    'Dividends' => [
+                        'description' => 'The amount of money received from investments in shares of other companies.',
+                    ],
+                    'Interest Earned' => [
+                        'description' => 'The amount of money earned from interest-bearing investments like bonds, certificates of deposit, or savings accounts.',
+                    ],
+                ],
+            ],
+            'Gains from Asset Disposition' => [
+                'description' => 'Profits from selling assets like property, equipment, or investments, excluding regular sales of inventory.',
+                'multi_currency' => false,
+                'base_code' => '4600',
+            ],
+            'Other Non-Operating Revenue' => [
+                'description' => 'Income from sources not related to the main business activities, such as legal settlements, insurance recoveries, or gains from foreign exchange transactions.',
+                'multi_currency' => false,
+                'base_code' => '4700',
+                'accounts' => [
+                    'Gain on Foreign Exchange' => [
+                        'description' => 'The amount of money earned from foreign exchange transactions due to favorable exchange rate changes.',
+                    ],
+                ],
+            ],
+        ],
+        'contra_revenue' => [
+            'Contra Revenue' => [
+                'description' => 'Revenue that is deducted from gross revenue to arrive at net revenue. This includes sales discounts, returns, and allowances.',
+                'multi_currency' => false,
+                'base_code' => '4900',
+                'accounts' => [
+                    'Sales Returns and Allowances' => [
+                        'description' => 'The amount of money returned to customers or deducted from sales due to returned goods or allowances granted.',
+                    ],
+                    'Sales Discounts' => [
+                        'description' => 'The amount of money deducted from sales due to discounts offered to customers for early payment or other reasons.',
+                    ],
+                ],
+            ],
+        ],
+        'uncategorized_revenue' => [
+            'Uncategorized Revenue' => [
+                'description' => 'Revenue that has not been categorized into other revenue categories.',
+                'multi_currency' => false,
+                'base_code' => '4950',
+                'accounts' => [
+                    'Uncategorized Income' => [
+                        'description' => 'Revenue from other business operations that don\'t fall under regular sales or services. This account is used as the default for all new transactions.',
+                    ],
+                ],
+            ],
+        ],
+        'operating_expense' => [
+            'Cost of Goods Sold' => [
+                'description' => 'Direct costs attributable to the production of goods sold by a company. This includes material costs and direct labor.',
+                'multi_currency' => false,
+                'base_code' => '5000',
+            ],
+            'Payroll and Employee Benefits' => [
+                'description' => 'Expenses related to employee compensation, including salaries, wages, bonuses, commissions, and payroll taxes.',
+                'multi_currency' => false,
+                'base_code' => '5050',
+                'accounts' => [
+                    'Salaries and Wages' => [
+                        'description' => 'The amount of money paid to employees for their work, including regular salaries and hourly wages.',
+                    ],
+                    'Payroll Employer Taxes and Contributions' => [
+                        'description' => 'The amount of money paid by the employer for payroll taxes and contributions, such as social security, unemployment, and workers\' compensation.',
+                    ],
+                    'Employee Benefits' => [
+                        'description' => 'The amount of money spent on employee benefits, such as health insurance, retirement plans, and other benefits.',
+                    ],
+                    'Payroll Processing Fees' => [
+                        'description' => 'The amount of money paid to third-party payroll processors for payroll services.',
+                    ],
+                ],
+            ],
+            'Facility Expenses' => [
+                'description' => 'Costs incurred for business premises, including rent or lease payments, property taxes, utilities, and building maintenance.',
+                'multi_currency' => false,
+                'base_code' => '5100',
+                'accounts' => [
+                    'Rent or Lease Payments' => [
+                        'description' => 'The amount of money paid for renting or leasing business premises.',
+                    ],
+                    'Property Taxes' => [
+                        'description' => 'The amount of money paid for taxes on business property.',
+                    ],
+                    'Building Maintenance' => [
+                        'description' => 'The amount of money spent on maintaining business premises, including repairs and cleaning.',
+                    ],
+                    'Utilities' => [
+                        'description' => 'The amount of money paid for business utilities, such as electricity, water, and gas.',
+                    ],
+                    'Property Insurance' => [
+                        'description' => 'The amount of money paid for insurance on business property.',
+                    ],
+                ],
+            ],
+            'General and Administrative' => [
+                'description' => 'Expenses related to general business operations, such as office supplies, insurance, and professional fees.',
+                'multi_currency' => false,
+                'base_code' => '5150',
+                'accounts' => [
+                    'Food and Drink' => [
+                        'description' => 'The amount of money spent on food and drink for business purposes, such as office snacks, meals, and catering.',
+                    ],
+                    'Transportation' => [
+                        'description' => 'The amount of money spent on business transportation, such as fuel, vehicle maintenance, and public transportation.',
+                    ],
+                    'Travel' => [
+                        'description' => 'The amount of money spent on business travel, such as airfare, hotels, and rental cars.',
+                    ],
+                    'Entertainment' => [
+                        'description' => 'The amount of money spent on business entertainment, such as client dinners, events, and tickets.',
+                    ],
+                    'Office Supplies' => [
+                        'description' => 'The amount of money spent on office supplies, such as paper, ink, and stationery.',
+                    ],
+                    'Office Equipment and Furniture' => [
+                        'description' => 'The amount of money spent on office equipment and furniture, such as computers, printers, and desks.',
+                    ],
+                    'Legal and Professional Fees' => [
+                        'description' => 'The amount of money paid for legal and professional services, such as legal advice, accounting, and consulting.',
+                    ],
+                    'Software and Subscriptions' => [
+                        'description' => 'The amount of money spent on software and subscriptions, such as SaaS products, cloud services, and digital tools.',
+                    ],
+                ],
+            ],
+            'Marketing and Advertising' => [
+                'description' => 'Expenses related to marketing and advertising activities, such as advertising campaigns, promotional events, and marketing materials.',
+                'multi_currency' => false,
+                'base_code' => '5200',
+                'accounts' => [
+                    'Advertising' => [
+                        'description' => 'The amount of money spent on advertising campaigns, including print, digital, and outdoor advertising.',
+                    ],
+                    'Marketing' => [
+                        'description' => 'The amount of money spent on marketing activities, such as content creation, social media, and email marketing.',
+                    ],
+                ],
+            ],
+            'Research and Development' => [
+                'description' => 'Expenses incurred in the process of researching and developing new products or services.',
+                'multi_currency' => false,
+                'base_code' => '5250',
+            ],
+            'Other Operating Expenses' => [
+                'description' => 'Miscellaneous expenses not categorized elsewhere, such as research and development costs, legal fees, and other irregular expenses.',
+                'multi_currency' => false,
+                'base_code' => '5300',
+            ],
+        ],
+        'non_operating_expense' => [
+            'Interest and Financing Costs' => [
+                'description' => 'Expenses related to borrowing and financing, such as interest payments on loans, bonds, and credit lines.',
+                'multi_currency' => false,
+                'base_code' => '5500',
+            ],
+            'Tax Expenses' => [
+                'description' => 'Various taxes incurred by the business, including income tax, sales tax, property tax, and payroll tax.',
+                'multi_currency' => false,
+                'base_code' => '5600',
+            ],
+            'Other Non-Operating Expense' => [
+                'description' => 'Expenses not related to primary business activities, like losses from asset disposals, legal settlements, restructuring costs, or foreign exchange losses.',
+                'multi_currency' => false,
+                'base_code' => '5700',
+                'accounts' => [
+                    'Loss on Foreign Exchange' => [
+                        'description' => 'The amount of money lost from foreign exchange transactions due to unfavorable exchange rate changes.',
+                    ],
+                ],
+            ],
+        ],
+        'contra_expense' => [
+             'Contra Expenses' => [
+                'description' => 'Expenses that are deducted from gross expenses to arrive at net expenses. This includes purchase discounts, returns, and allowances.',
+                'multi_currency' => false,
+                'base_code' => '5900',
+                'accounts' => [
+                    'Purchase Returns and Allowances' => [
+                        'description' => 'The amount of money returned to suppliers or deducted from purchases due to returned goods or allowances granted.',
+                    ],
+                    'Purchase Discounts' => [
+                        'description' => 'The amount of money deducted from purchases due to discounts offered by suppliers for early payment or other reasons.',
+                    ],
+                ],
+             ],
+        ],
+        'uncategorized_expense' => [
+            'Uncategorized Expense' => [
+                'description' => 'Expenses that have not been categorized into other expense categories.',
+                'multi_currency' => false,
+                'base_code' => '5950',
+                'accounts' => [
+                    'Uncategorized Expense' => [
+                        'description' => 'Expenses not classified into regular expense categories. This account is used as the default for all new transactions.',
+                    ],
+                ],
+            ],
+        ],
+    ],
+    'category_account_map' => [
+        'Dividends' => 'Dividends',
+        'Interest Earned' => 'Interest Earned',
+        'Wages' => 'Salaries and Wages',
+        'Sales' => 'Product Sales',
+        'Other Income' => 'Uncategorized Income',
+        'Rent or Mortgage' => 'Rent or Lease Payments',
+        'Utilities' => 'Utilities',
+        'Groceries' => 'Food and Drink',
+        'Transportation' => 'Transportation',
+        'Other Expenses' => 'Uncategorized Expense',
+    ],
+];

config/plaid.php

@@ -0,0 +1,7 @@
+<?php
+
+return [
+    'client_id' => env('PLAID_CLIENT_ID'),
+    'client_secret' => env('PLAID_CLIENT_SECRET'),
+    'environment' => env('PLAID_ENVIRONMENT', 'sandbox'),
+];

config/services.php

@@ -42,4 +42,9 @@ return [
         'base_url' => 'https://v6.exchangerate-api.com/v6',
     ],
 
+    'plaid' => [
+        'client_id' => env('PLAID_CLIENT_ID'),
+        'client_secret' => env('PLAID_CLIENT_SECRET'),
+        'environment' => env('PLAID_ENVIRONMENT', 'sandbox'),
+    ]
 ];

database/factories/Accounting/AccountFactory.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use App\Models\Accounting\Account;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<Account>
+ */
+class AccountFactory extends Factory
+{
+
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Account::class;
+
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/Accounting/AccountSubtypeFactory.php

@@ -0,0 +1,26 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use App\Models\Accounting\AccountSubtype;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<AccountSubtype>
+ */
+class AccountSubtypeFactory extends Factory
+{
+    protected $model = AccountSubtype::class;
+
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/Accounting/JournalEntryFactory.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use App\Models\Accounting\JournalEntry;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<JournalEntry>
+ */
+class JournalEntryFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/Accounting/TransactionFactory.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Database\Factories\Accounting;
+
+use App\Models\Accounting\Transaction;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<Transaction>
+ */
+class TransactionFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/Banking/AccountFactory.php → database/factories/Banking/BankAccountFactory.php

@@ -2,13 +2,13 @@
 
 namespace Database\Factories\Banking;
 
-use App\Models\Banking\Account;
+use App\Models\Banking\BankAccount;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends Factory<Account>
+ * @extends Factory<BankAccount>
  */
-class AccountFactory extends Factory
+class BankAccountFactory extends Factory
 {
     /**
      * Define the model's default state.

database/factories/Banking/InstitutionFactory.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Database\Factories\Banking;
+
+use App\Models\Banking\Institution;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<Institution>
+ */
+class InstitutionFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/migrations/2023_09_03_100000_create_accounting_tables.php

@@ -0,0 +1,108 @@
+<?php
+
+use App\Enums\BankAccountType;
+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::create('institutions', function (Blueprint $table) {
+            $table->id();
+            $table->string('external_institution_id')->nullable(); // Plaid
+            $table->string('name')->index();
+            $table->string('logo')->nullable();
+            $table->string('website')->nullable();
+            $table->string('phone', 20)->nullable();
+            $table->text('address')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+
+        Schema::create('account_subtypes', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->boolean('multi_currency')->default(false);
+            $table->string('category');
+            $table->string('type');
+            $table->string('name');
+            $table->text('description')->nullable();
+            $table->timestamps();
+        });
+
+        Schema::create('accounts', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('subtype_id')->nullable()->constrained('account_subtypes')->nullOnDelete();
+            $table->foreignId('parent_id')->nullable()->constrained('accounts')->nullOnDelete();
+            $table->string('category')->nullable();
+            $table->string('type')->nullable();
+            $table->string('code')->nullable()->index();
+            $table->string('name')->nullable()->index();
+            $table->string('currency_code')->nullable();
+            $table->bigInteger('starting_balance')->default(0);
+            $table->bigInteger('debit_balance')->default(0);
+            $table->bigInteger('credit_balance')->default(0);
+            $table->bigInteger('ending_balance')->default(0);
+            $table->text('description')->nullable();
+            $table->boolean('active')->default(true);
+            $table->boolean('default')->default(false);
+            $table->unsignedBigInteger('accountable_id')->nullable();
+            $table->string('accountable_type')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+
+            $table->unique(['company_id', 'code']);
+        });
+
+        Schema::create('bank_accounts', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('institution_id')->nullable()->constrained('institutions')->nullOnDelete();
+            $table->string('type')->default(BankAccountType::DEFAULT);
+            $table->string('number', 20);
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+
+        Schema::create('connected_bank_accounts', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('institution_id')->nullable()->constrained('institutions')->nullOnDelete();
+            $table->foreignId('bank_account_id')->nullable()->constrained('bank_accounts')->nullOnDelete();
+            $table->string('external_account_id')->nullable();
+            $table->text('access_token')->nullable();
+            $table->string('identifier')->unique()->nullable(); // Plaid
+            $table->string('item_id')->nullable();
+            $table->string('name');
+            $table->string('mask');
+            $table->string('type')->default(BankAccountType::DEFAULT);
+            $table->string('subtype')->nullable();
+            $table->boolean('import_transactions')->default(false);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('institutions');
+        Schema::dropIfExists('account_subtypes');
+        Schema::dropIfExists('accounts');
+        Schema::dropIfExists('bank_accounts');
+        Schema::dropIfExists('connected_bank_accounts');
+    }
+};

database/migrations/2023_09_04_103821_create_accounts_table.php

@@ -1,57 +0,0 @@
-<?php
-
-use App\Enums\AccountStatus;
-use App\Enums\AccountType;
-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::create('accounts', function (Blueprint $table) {
-            $table->id();
-            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->string('type')->default(AccountType::DEFAULT);
-            $table->string('name', 100)->index();
-            $table->string('number', 20);
-            $table->string('currency_code');
-            $table->bigInteger('opening_balance')->default(0);
-            $table->bigInteger('balance')->default(0);
-            $table->string('description')->nullable();
-            $table->text('notes')->nullable();
-            $table->string('status')->default(AccountStatus::DEFAULT);
-            $table->string('bank_name', 100)->nullable();
-            $table->string('bank_phone', 20)->nullable();
-            $table->text('bank_address')->nullable();
-            $table->string('bank_website', 255)->nullable();
-            $table->string('bic_swift_code', 11)->nullable();
-            $table->string('iban', 34)->nullable();
-            $table->string('aba_routing_number', 9)->nullable();
-            $table->string('ach_routing_number', 9)->nullable();
-            $table->boolean('enabled')->default(true);
-            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
-            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
-            $table->timestamps();
-
-            $table->unique(['company_id', 'number']);
-
-            $table->foreign(['company_id', 'currency_code'])
-                ->references(['company_id', 'code'])
-                ->on('currencies')
-                ->restrictOnDelete();
-        });
-    }
-
-    /**
-     * Reverse the migrations.
-     */
-    public function down(): void
-    {
-        Schema::dropIfExists('accounts');
-    }
-};

database/migrations/2023_09_07_193412_create_categories_table.php

@@ -14,10 +14,12 @@ return new class extends Migration
         Schema::create('categories', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('account_id')->nullable()->constrained()->nullOnDelete();
             $table->string('name')->index();
             $table->string('type');
             $table->string('color');
             $table->boolean('enabled')->default(true);
+            $table->boolean('is_default')->default(false);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();

database/migrations/2023_09_08_040159_create_company_defaults_table.php

@@ -13,15 +13,15 @@ return new class extends Migration
     {
         Schema::create('company_defaults', function (Blueprint $table) {
             $table->id();
-            $table->foreignId('company_id')->constrained()->onDelete('cascade');
-            $table->foreignId('account_id')->nullable()->constrained('accounts')->restrictOnDelete();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('bank_account_id')->nullable()->constrained('bank_accounts')->restrictOnDelete();
             $table->string('currency_code')->nullable();
-            $table->foreignId('sales_tax_id')->nullable()->constrained('taxes')->restrictOnDelete();
-            $table->foreignId('purchase_tax_id')->nullable()->constrained('taxes')->restrictOnDelete();
-            $table->foreignId('sales_discount_id')->nullable()->constrained('discounts')->restrictOnDelete();
-            $table->foreignId('purchase_discount_id')->nullable()->constrained('discounts')->restrictOnDelete();
-            $table->foreignId('income_category_id')->nullable()->constrained('categories')->restrictOnDelete();
-            $table->foreignId('expense_category_id')->nullable()->constrained('categories')->restrictOnDelete();
+            $table->foreignId('sales_tax_id')->nullable()->constrained('taxes')->cascadeOnDelete();
+            $table->foreignId('purchase_tax_id')->nullable()->constrained('taxes')->cascadeOnDelete();
+            $table->foreignId('sales_discount_id')->nullable()->constrained('discounts')->cascadeOnDelete();
+            $table->foreignId('purchase_discount_id')->nullable()->constrained('discounts')->cascadeOnDelete();
+            $table->foreignId('income_category_id')->nullable()->constrained('categories')->cascadeOnDelete();
+            $table->foreignId('expense_category_id')->nullable()->constrained('categories')->cascadeOnDelete();
             $table->foreignId('created_by')->nullable()->constrained('users')->restrictOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->restrictOnDelete();
             $table->timestamps();

database/migrations/2024_01_01_234943_create_transactions_table.php

@@ -0,0 +1,42 @@
+<?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::create('transactions', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('category_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
+            $table->string('type'); // income, expense, other
+            $table->string('method'); // deposit, withdrawal
+            $table->string('payment_channel')->nullable(); // online, in store, other
+            $table->string('description')->nullable();
+            $table->text('notes')->nullable();
+            $table->string('reference')->nullable();
+            $table->bigInteger('amount')->default(0);
+            $table->boolean('pending')->default(false);
+            $table->boolean('reviewed')->default(false);
+            $table->dateTime('posted_at');
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('transactions');
+    }
+};

database/migrations/2024_01_11_062614_create_journal_entries_table.php

@@ -0,0 +1,35 @@
+<?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::create('journal_entries', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('account_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('transaction_id')->constrained()->cascadeOnDelete();
+            $table->string('type'); // debit, credit
+            $table->bigInteger('amount')->default(0);
+            $table->text('description')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('journal_entries');
+    }
+};

package-lock.json

@@ -379,6 +379,23 @@
                 "node": ">=12"
             }
         },
+        "node_modules/@isaacs/cliui": {
+            "version": "8.0.2",
+            "resolved": "https://registry.npmjs.org/@isaacs/cliui/-/cliui-8.0.2.tgz",
+            "integrity": "sha512-O8jcjabXaleOG9DQ0+ARXWZBTfnP4WNAqzuiJK7ll44AmxGKv/J2M4TPjxjY3znBCfvBXFzucm1twdyFybFqEA==",
+            "dev": true,
+            "dependencies": {
+                "string-width": "^5.1.2",
+                "string-width-cjs": "npm:string-width@^4.2.0",
+                "strip-ansi": "^7.0.1",
+                "strip-ansi-cjs": "npm:strip-ansi@^6.0.1",
+                "wrap-ansi": "^8.1.0",
+                "wrap-ansi-cjs": "npm:wrap-ansi@^7.0.0"
+            },
+            "engines": {
+                "node": ">=12"
+            }
+        },
         "node_modules/@jridgewell/gen-mapping": {
             "version": "0.3.3",
             "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.3.tgz",
@@ -418,9 +435,9 @@
             "dev": true
         },
         "node_modules/@jridgewell/trace-mapping": {
-            "version": "0.3.20",
-            "resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.20.tgz",
-            "integrity": "sha512-R8LcPeWZol2zR8mmH3JeKQ6QRCFb7XgUhV9ZlGhHLGyg4wpPiPZNQOOWhFZhxKw8u//yTbNGI42Bx/3paXEQ+Q==",
+            "version": "0.3.22",
+            "resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.22.tgz",
+            "integrity": "sha512-Wf963MzWtA2sjrNt+g18IAln9lKnlRp+K2eH4jjIoF1wYeq3aMREpG09xhlhdzS0EjwU7qmUJYangWa+151vZw==",
             "dev": true,
             "dependencies": {
                 "@jridgewell/resolve-uri": "^3.1.0",
@@ -462,6 +479,16 @@
                 "node": ">= 8"
             }
         },
+        "node_modules/@pkgjs/parseargs": {
+            "version": "0.11.0",
+            "resolved": "https://registry.npmjs.org/@pkgjs/parseargs/-/parseargs-0.11.0.tgz",
+            "integrity": "sha512-+1VkjdD0QBLPodGrJUeqarH8VAIvQODIbwh9XpP5Syisf7YoQgsJKPNFoqqLQlu+VQ/tVSshMR6loPMn8U+dPg==",
+            "dev": true,
+            "optional": true,
+            "engines": {
+                "node": ">=14"
+            }
+        },
         "node_modules/@tailwindcss/forms": {
             "version": "0.5.7",
             "resolved": "https://registry.npmjs.org/@tailwindcss/forms/-/forms-0.5.7.tgz",
@@ -489,6 +516,30 @@
                 "tailwindcss": ">=3.0.0 || insiders"
             }
         },
+        "node_modules/ansi-regex": {
+            "version": "6.0.1",
+            "resolved": "https://registry.npmjs.org/ansi-regex/-/ansi-regex-6.0.1.tgz",
+            "integrity": "sha512-n5M855fKb2SsfMIiFFoVrABHJC8QtHwVx+mHWP3QcEqBHYienj5dHSgjbxtC0WEZXYt4wcD6zrQElDPhFuZgfA==",
+            "dev": true,
+            "engines": {
+                "node": ">=12"
+            },
+            "funding": {
+                "url": "https://github.com/chalk/ansi-regex?sponsor=1"
+            }
+        },
+        "node_modules/ansi-styles": {
+            "version": "6.2.1",
+            "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-6.2.1.tgz",
+            "integrity": "sha512-bN798gFfQX+viw3R7yrGWRqnrN2oRkEkUjjl4JNn4E8GxxbjtG3FbrEIIY3l8/hrwUwIeCZvi4QuOTP4MErVug==",
+            "dev": true,
+            "engines": {
+                "node": ">=12"
+            },
+            "funding": {
+                "url": "https://github.com/chalk/ansi-styles?sponsor=1"
+            }
+        },
         "node_modules/any-promise": {
             "version": "1.3.0",
             "resolved": "https://registry.npmjs.org/any-promise/-/any-promise-1.3.0.tgz",
@@ -521,9 +572,9 @@
             "dev": true
         },
         "node_modules/autoprefixer": {
-            "version": "10.4.16",
-            "resolved": "https://registry.npmjs.org/autoprefixer/-/autoprefixer-10.4.16.tgz",
-            "integrity": "sha512-7vd3UC6xKp0HLfua5IjZlcXvGAGy7cBAXTg2lyQ/8WpNhd6SiZ8Be+xm3FyBSYJx5GKcpRCzBh7RH4/0dnY+uQ==",
+            "version": "10.4.17",
+            "resolved": "https://registry.npmjs.org/autoprefixer/-/autoprefixer-10.4.17.tgz",
+            "integrity": "sha512-/cpVNRLSfhOtcGflT13P2794gVSgmPgTR+erw5ifnMLZb0UnSlkK4tquLmkd3BhA+nLo5tX8Cu0upUsGKvKbmg==",
             "dev": true,
             "funding": [
                 {
@@ -540,9 +591,9 @@
                 }
             ],
             "dependencies": {
-                "browserslist": "^4.21.10",
-                "caniuse-lite": "^1.0.30001538",
-                "fraction.js": "^4.3.6",
+                "browserslist": "^4.22.2",
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+            },
+            "engines": {
+                "node": ">=16 || 14 >=14.17"
+            },
+            "funding": {
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+            }
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@@ -1437,9 +1579,9 @@
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@@ -1581,6 +1723,39 @@
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+        "node_modules/shebang-command": {
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+            "resolved": "https://registry.npmjs.org/shebang-command/-/shebang-command-2.0.0.tgz",
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+            "dev": true,
+            "engines": {
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+            "funding": {
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             "resolved": "https://registry.npmjs.org/source-map-js/-/source-map-js-1.0.2.tgz",
@@ -1590,15 +1765,111 @@
                 "node": ">=0.10.0"
             }
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+        "node_modules/string-width": {
+            "version": "5.1.2",
+            "resolved": "https://registry.npmjs.org/string-width/-/string-width-5.1.2.tgz",
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+            }
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+                "node": ">=8"
+            }
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+            "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-8.0.0.tgz",
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+            "dev": true
+        },
+        "node_modules/string-width-cjs/node_modules/strip-ansi": {
+            "version": "6.0.1",
+            "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-6.0.1.tgz",
+            "integrity": "sha512-Y38VPSHcqkFrCpFnQ9vuSXmquuv5oXOKpGeT6aGrr3o3Gc9AlVa6JBfUSOCnbxGGZF+/0ooI7KrPuUSztUdU5A==",
+            "dev": true,
+            "dependencies": {
+                "ansi-regex": "^5.0.1"
+            },
+            "engines": {
+                "node": ">=8"
+            }
+        },
+        "node_modules/strip-ansi": {
+            "version": "7.1.0",
+            "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.0.tgz",
+            "integrity": "sha512-iq6eVVI64nQQTRYq2KtEg2d2uU7LElhTJwsH4YzIHZshxlgZms/wIc4VoDQTlG/IvVIrBKG06CrZnp0qv7hkcQ==",
+            "dev": true,
+            "dependencies": {
+                "ansi-regex": "^6.0.1"
+            },
+            "engines": {
+                "node": ">=12"
+            },
+            "funding": {
+                "url": "https://github.com/chalk/strip-ansi?sponsor=1"
+            }
+        },
+        "node_modules/strip-ansi-cjs": {
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+            "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-6.0.1.tgz",
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+            "dev": true,
+            "dependencies": {
+                "ansi-regex": "^5.0.1"
+            },
+            "engines": {
+                "node": ">=8"
+            }
+        },
+        "node_modules/strip-ansi-cjs/node_modules/ansi-regex": {
+            "version": "5.0.1",
+            "resolved": "https://registry.npmjs.org/ansi-regex/-/ansi-regex-5.0.1.tgz",
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+            "dev": true,
+            "engines": {
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+            }
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-            "resolved": "https://registry.npmjs.org/sucrase/-/sucrase-3.34.0.tgz",
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                 "commander": "^4.0.0",
-                "glob": "7.1.6",
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                 "pirates": "^4.0.1",
@@ -1609,7 +1880,7 @@
                 "sucrase-node": "bin/sucrase-node"
             },
             "engines": {
-                "node": ">=8"
+                "node": ">=16 || 14 >=14.17"
             }
         },
         "node_modules/supports-preserve-symlinks-flag": {
@@ -1625,9 +1896,9 @@
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-            "resolved": "https://registry.npmjs.org/tailwindcss/-/tailwindcss-3.3.6.tgz",
-            "integrity": "sha512-AKjF7qbbLvLaPieoKeTjG1+FyNZT6KaJMJPFeQyLfIp7l82ggH1fbHJSsYIvnbTFQOlkh+gBYpyby5GT1LIdLw==",
+            "version": "3.4.1",
+            "resolved": "https://registry.npmjs.org/tailwindcss/-/tailwindcss-3.4.1.tgz",
+            "integrity": "sha512-qAYmXRfk3ENzuPBakNK0SRrUDipP8NQnEY6772uDhflcQz5EhRdD7JNZxyrFHVQNCwULPBn6FNPp9brpO7ctcA==",
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@@ -1662,9 +1933,9 @@
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         "node_modules/tailwindcss/node_modules/postcss-selector-parser": {
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+            "version": "6.0.15",
+            "resolved": "https://registry.npmjs.org/postcss-selector-parser/-/postcss-selector-parser-6.0.15.tgz",
+            "integrity": "sha512-rEYkQOMUCEMhsKbK66tbEU9QVIxbhN18YiniAwA7XQYTVBqrBy+P2p5JcdqsHgKM2zWylp8d7J6eszocfds5Sw==",
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@@ -1750,9 +2021,9 @@
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-            "resolved": "https://registry.npmjs.org/vite/-/vite-4.5.1.tgz",
-            "integrity": "sha512-AXXFaAJ8yebyqzoNB9fu2pHoo/nWX+xZlaRwoeYUxEqBO+Zj4msE5G+BhGBll9lYEKv9Hfks52PAF2X7qDYXQA==",
+            "version": "4.5.2",
+            "resolved": "https://registry.npmjs.org/vite/-/vite-4.5.2.tgz",
+            "integrity": "sha512-tBCZBNSBbHQkaGyhGCDUGqeo2ph8Fstyp6FMSvTtsXeZSPpSMGlviAOav2hxVTqFcx8Hj/twtWKsMJXNY0xI8w==",
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                 "esbuild": "^0.18.10",
@@ -1814,12 +2085,112 @@
                 "picomatch": "^2.3.1"
             }
         },
-        "node_modules/wrappy": {
-            "version": "1.0.2",
-            "resolved": "https://registry.npmjs.org/wrappy/-/wrappy-1.0.2.tgz",
-            "integrity": "sha512-l4Sp/DRseor9wL6EvV2+TuQn63dMkPjZ/sp9XkghTEbV9KlPS1xUsZ3u7/IQO4wxtcFB4bgpQPRcR3QCvezPcQ==",
+        "node_modules/which": {
+            "version": "2.0.2",
+            "resolved": "https://registry.npmjs.org/which/-/which-2.0.2.tgz",
+            "integrity": "sha512-BLI3Tl1TW3Pvl70l3yq3Y64i+awpwXqsGBYWkkqMtnbXgrMD+yj7rhW0kuEDxzJaYXGjEW5ogapKNMEKNMjibA==",
+            "dev": true,
+            "dependencies": {
+                "isexe": "^2.0.0"
+            },
+            "bin": {
+                "node-which": "bin/node-which"
+            },
+            "engines": {
+                "node": ">= 8"
+            }
+        },
+        "node_modules/wrap-ansi": {
+            "version": "8.1.0",
+            "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-8.1.0.tgz",
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+            "dependencies": {
+                "ansi-styles": "^6.1.0",
+                "string-width": "^5.0.1",
+                "strip-ansi": "^7.0.1"
+            },
+            "engines": {
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+            },
+            "funding": {
+                "url": "https://github.com/chalk/wrap-ansi?sponsor=1"
+            }
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+        "node_modules/wrap-ansi-cjs": {
+            "name": "wrap-ansi",
+            "version": "7.0.0",
+            "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-7.0.0.tgz",
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+                "ansi-styles": "^4.0.0",
+                "string-width": "^4.1.0",
+                "strip-ansi": "^6.0.0"
+            },
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+                "node": ">=10"
+            },
+            "funding": {
+                "url": "https://github.com/chalk/wrap-ansi?sponsor=1"
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+        "node_modules/wrap-ansi-cjs/node_modules/ansi-regex": {
+            "version": "5.0.1",
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+            "dev": true,
+            "engines": {
+                "node": ">=8"
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+        },
+        "node_modules/wrap-ansi-cjs/node_modules/ansi-styles": {
+            "version": "4.3.0",
+            "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-4.3.0.tgz",
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resources/css/filament/company/tailwind.config.js

@@ -5,16 +5,19 @@ export default {
     content: [
         './app/Filament/Company/**/*.php',
         './resources/views/filament/company/**/*.blade.php',
-        './resources/views/components/company/**/*.blade.php',
+        './resources/views/livewire/company/**/*.blade.php',
+        './resources/views/components/**/*.blade.php',
         './vendor/filament/**/*.blade.php',
         './vendor/andrewdwallo/filament-companies/resources/views/**/*.blade.php',
         './vendor/andrewdwallo/filament-selectify/resources/views/**/*.blade.php',
+        './resources/views/vendor/**/*.blade.php',
         './vendor/bezhansalleh/filament-panel-switch/resources/views/panel-switch-menu.blade.php',
     ],
     theme: {
         extend: {
             colors: {
-                white: '#F6F5F3',
+                white: '#F3F4F6',
+                platinum: '#E8E9EB',
             },
         }
     }

resources/css/filament/company/theme.css

@@ -1,7 +1,57 @@
 @import '../../../../vendor/filament/filament/resources/css/theme.css';
+@import 'tooltip.css';
 
 @config './tailwind.config.js';
 
+.choices:focus-visible {
+    outline: none;
+}
+
+.es-table__header-ctn, .es-table__footer-ctn {
+    @apply divide-y divide-gray-200 dark:divide-white/10 h-12;
+}
+
+.es-table__row {
+    @apply [@media(hover:hover)]:transition [@media(hover:hover)]:duration-75 hover:bg-gray-50 dark:hover:bg-white/5;
+}
+
+.es-table .es-table__rowgroup td:first-child {
+    padding-left: 3rem;
+}
+
+.es-table .es-table__rowgroup .es-table__row > td:nth-child(2) {
+    word-wrap: break-word;
+    word-break: break-word;
+    white-space: normal;
+}
+
+.es-table .es-table__rowgroup .es-table__row > td:nth-child(3) {
+    word-wrap: break-word;
+    word-break: break-word;
+    white-space: normal;
+}
+
+.es-table .es-table__rowgroup .es-table__row > td:nth-child(4) {
+    white-space: nowrap;
+}
+
+.es-table .es-table__rowgroup .es-table__row > td:last-child {
+    padding-right: 3rem;
+}
+
+.choices__group {
+    color: rgba(var(--gray-900), 1);
+    font-weight: bold;
+}
+
+.connected-account-header .fi-icon-btn.fi-ac-icon-btn-action {
+    @apply text-primary-500 hover:text-danger-600 focus-visible:text-danger-600 focus-visible:ring-danger-500 dark:text-primary-400 dark:hover:text-danger-300 dark:focus-visible:text-danger-300 dark:focus-visible:ring-danger-500;
+}
+
+.fi-ta-empty-state-icon-ctn {
+    @apply bg-platinum;
+}
+
 .fi-body {
     position: relative;
     background-color: #E8E9EB;
@@ -193,7 +243,7 @@
     }
 }
 
-.choices__inner {
+.choices[data-type="select-one"] .choices__inner {
     height: 2.25rem;
 }
 

resources/css/filament/company/tooltip.css

@@ -0,0 +1,76 @@
+.es-toolip .tippy-arrow {
+    border-color: inherit;
+}
+
+.es-tooltip .tippy-box[data-placement^='right'] > .tippy-arrow::before {
+    transform: scale(1.75);
+}
+
+.es-tooltip .tippy-box[data-placement^='right'] > .tippy-arrow::after {
+    content: "";
+    z-index: -1;
+    position: absolute;
+    border-color: transparent;
+    border-style: solid;
+    top: 0;
+    border-width: 8px 8px 8px 0;
+    border-right-color: inherit;
+    left: -11px;
+    transform: scale(1.75);
+}
+
+
+.es-tooltip .tippy-box[data-theme~='light'][data-placement^='right'] {
+    border-radius: 8px;
+    border: 1px solid #d4dde3;
+    box-shadow: 0 20px 25px -5px rgb(0 0 0 / 0.1), 0 8px 10px -6px rgb(0 0 0 / 0.1);
+}
+
+.es-tooltip .tippy-box[data-theme~='dark'][data-placement^='right'] {
+    border-radius: 8px;
+    border: 1px solid #555555;
+    box-shadow: 0 4px 16px 0 rgba(0, 0, 0, .7);
+}
+
+.es-close-tooltip {
+    cursor: pointer;
+    position: absolute;
+    top: 8px;
+    right: 8px;
+    width: 16px;
+    height: 16px;
+    border: 0;
+    background: none;
+    padding: 0;
+
+    &::before {
+        transform: rotate(45deg);
+    }
+
+    &::after {
+        transform: rotate(-45deg);
+    }
+
+    &::before, &::after {
+        content: '';
+        position: absolute;
+        top: 2px;
+        left: 7px;
+        width: 2px;
+        height: 12px;
+        background-color: #92a0aa;
+        transition: background-color 0.2s;
+    }
+}
+
+.es-close-tooltip:hover::before, .es-close-tooltip:hover::after {
+    background-color: #707070;
+}
+
+:is(.dark) .es-close-tooltip::before, :is(.dark) .es-close-tooltip::after {
+    background-color: #dddddd;
+}
+
+:is(.dark) .es-close-tooltip:hover::before, :is(.dark) .es-close-tooltip:hover::after {
+    background-color: #bbbbbb;
+}

resources/css/filament/user/tailwind.config.js

@@ -12,7 +12,7 @@ export default {
     theme: {
         extend: {
             colors: {
-                white: '#F6F5F3',
+                white: '#F3F4F6',
                 platinum: '#E8E9EB',
                 moonlight: '#F6F5F3',
                 'translucent': {

resources/css/filament/user/theme.css

@@ -3,7 +3,58 @@
 @config './tailwind.config.js';
 
 .fi-body {
-    @apply bg-platinum;
+    position: relative;
+    background-color: #E8E9EB;
+    z-index: 1;
+}
+
+.fi-input-password-revealable::-ms-reveal {
+    display: none;
+}
+
+.fi-body::before {
+    content: '';
+    position: absolute;
+    top: 0;
+    left: 0;
+    width: 100%;
+    height: 100%;
+    background-image:
+        linear-gradient(99.6deg,
+            rgba(232, 233, 235, 1) 10.6%,
+            rgba(240, 241, 243, 1) 32.9%,
+            rgba(248, 249, 251, 0.7) 50%,
+            rgba(240, 241, 243, 1) 67.1%,
+            rgba(232, 233, 235, 1) 83.4%);
+    pointer-events: none;
+    z-index: -1;
+}
+
+:is(.dark .fi-body) {
+    position: relative;
+    background-color: rgb(3, 7, 18);
+    z-index: 1;
+}
+
+:is(.dark .fi-body)::before {
+    content: '';
+    position: absolute;
+    top: 0;
+    right: 0;
+    background-image: radial-gradient(
+        ellipse at top right,
+        rgba(var(--primary-950), 1) 0%,
+        rgba(var(--primary-950), 0.9) 15%,
+        rgba(var(--primary-900), 0.7) 30%,
+        rgba(var(--primary-900), 0.5) 45%,
+        rgba(var(--primary-950), 0.3) 60%,
+        rgba(var(--primary-950), 0.1) 75%,
+        rgba(3,7,18,0) 100%
+    );
+    width: 100%;
+    height: 100%;
+    pointer-events: none;
+    z-index: -1;
 }
 
 .fi-topbar > nav, .fi-sidebar-header {
@@ -24,13 +75,17 @@
 }
 
 .fi-topbar > nav.topbar-hovered, .fi-sidebar-header.topbar-hovered {
-    @apply bg-translucent dark:bg-translucent-dark !important;
+    background-color: rgba(255, 255, 255, 0.75) !important;
+}
+
+:is(.dark .fi-topbar > nav.topbar-hovered, .dark .fi-sidebar-header.topbar-hovered) {
+    background-color: rgba(10, 16, 33, 0.75) !important;
 }
 
-.fi-dropdown.fi-topbar-dropdown .fi-dropdown-panel {
-    @apply absolute -translate-x-1/2 left-1/2 !important;
+.fi-topbar > nav.topbar-scrolled, .fi-sidebar-header.topbar-scrolled {
+    background-color: rgba(255, 255, 255, 0.5) !important;
 }
 
-.fi-icon-btn.bg-gray-100.\!rounded-full.dark\:bg-custom-500\/20 {
-    @apply bg-translucent;
+:is(.dark .fi-topbar > nav.topbar-scrolled, .dark .fi-sidebar-header.topbar-scrolled) {
+    background-color: rgba(10, 16, 33, 0.5) !important;
 }

resources/data/lang/ar.json

@@ -229,5 +229,16 @@
     "Website": "الموقع الإلكتروني",
     "Resources": "الموارد",
     "Finance": "التمويل",
-    "Personalization": "التخصيص"
-}
+    "Personalization": "التخصيص",
+    "Connected": "متصل",
+    "Manual": "دليل",
+    "Accounts": "الحسابات",
+    "Connected Accounts": "الحسابات المتصلة",
+    "Subtype": "نوع فرعي",
+    "Credit": "الائتمان",
+    "Investment": "الاستثمار",
+    "Routing Number": "رقم التوجيه",
+    "Depository": "جهة الإيداع",
+    "Brokerage": "الوساطة",
+    "Loan": "قرض"
+}

resources/data/lang/de.json

@@ -229,5 +229,16 @@
     "Management": "Verwaltung",
     "Finance": "Finanzen",
     "Company": "Firma",
-    "Personalization": "Personalisierung"
-}
+    "Personalization": "Personalisierung",
+    "Investment": "Investition",
+    "Subtype": "Subtyp",
+    "Routing Number": "Routing-Nummer",
+    "Credit": "Kredit",
+    "Connected Accounts": "Verbundene Konten",
+    "Connected": "Verbunden",
+    "Accounts": "Konten",
+    "Manual": "Manuell",
+    "Loan": "Darlehen",
+    "Brokerage": "Maklertätigkeit",
+    "Depository": "Verwahrstelle"
+}

resources/data/lang/en.json

@@ -229,5 +229,23 @@
     "Resources": "Resources",
     "Finance": "Finance",
     "Personalization": "Personalization",
-    "Company": "Company"
-}
+    "Company": "Company",
+    "Connected Accounts": "Connected Accounts",
+    "Subtype": "Subtype",
+    "Routing Number": "Routing Number",
+    "Investment": "Investment",
+    "Credit": "Credit",
+    "Depository": "Depository",
+    "Loan": "Loan",
+    "Brokerage": "Brokerage",
+    "Connected": "Connected",
+    "Manual": "Manual",
+    "Accounts": "Accounts",
+    "Accounting": "Accounting",
+    "Bank Account": "Bank Account",
+    "Starting Balance": "Starting Balance",
+    "Account Identification": "Account Identification",
+    "Account Settings": "Account Settings",
+    "Financial Details": "Financial Details",
+    "Oh Yes": "Oh Yes"
+}

resources/data/lang/es.json

@@ -229,5 +229,23 @@
     "Website": "Sitio web",
     "Management": "Administración",
     "Finance": "Finanzas",
-    "Personalization": "Personalización"
-}
+    "Personalization": "Personalización",
+    "Subtype": "Subtipo",
+    "Investment": "Inversión",
+    "Connected": "Conectado",
+    "Loan": "préstamo",
+    "Manual": "Manual",
+    "Accounts": "Cuentas",
+    "Credit": "Crédito",
+    "Routing Number": "Número de ruta",
+    "Brokerage": "Corretaje",
+    "Depository": "Depositario",
+    "Connected Accounts": "Cuentas conectadas",
+    "Account Identification": "Account Identification",
+    "Account Settings": "Account Settings",
+    "Financial Details": "Financial Details",
+    "Accounting": "Accounting",
+    "Bank Account": "Bank Account",
+    "Starting Balance": "Starting Balance",
+    "Oh Yes": "Oh Yes"
+}

resources/data/lang/fr.json

@@ -229,5 +229,16 @@
     "Resources": "Ressources",
     "Finance": "Finances",
     "Company": "Entreprise",
-    "Personalization": "Personnalisation"
-}
+    "Personalization": "Personnalisation",
+    "Manual": "manuel",
+    "Connected": "Connecté",
+    "Connected Accounts": "Comptes connectés",
+    "Subtype": "Sous-type",
+    "Routing Number": "Numéro de routage",
+    "Loan": "Prêt",
+    "Brokerage": "Courtage",
+    "Credit": "Crédit",
+    "Investment": "Investissement",
+    "Depository": "Dépositaire",
+    "Accounts": "Comptes"
+}

resources/data/lang/id.json

@@ -229,5 +229,16 @@
     "Website": "Situs Web",
     "Resources": "Sumber daya",
     "Finance": "Keuangan",
-    "Personalization": "Personalisasi"
-}
+    "Personalization": "Personalisasi",
+    "Connected": "Terhubung",
+    "Manual": "Manual",
+    "Subtype": "Subtipe",
+    "Connected Accounts": "Akun Terhubung",
+    "Brokerage": "Pialang",
+    "Investment": "Investasi",
+    "Routing Number": "Nomor Routing",
+    "Credit": "Kredit",
+    "Loan": "Pinjaman",
+    "Depository": "Depository",
+    "Accounts": "Akun"
+}

resources/data/lang/it.json

@@ -229,5 +229,16 @@
     "Website": "Sito Web",
     "Finance": "Finanza",
     "Personalization": "Personalizzazione",
-    "Management": "Direzione"
-}
+    "Management": "Direzione",
+    "Connected Accounts": "Account connessi",
+    "Subtype": "Sottotipo",
+    "Connected": "Connesso",
+    "Depository": "Depositario",
+    "Loan": "Prestito",
+    "Investment": "Investimento",
+    "Brokerage": "Intermediazione",
+    "Routing Number": "Numero di routing",
+    "Manual": "Manuale",
+    "Accounts": "Account",
+    "Credit": "Credito"
+}