wip

app/Actions/Banking/CreateCurrencyFromAccount.php

+<?php
+
+namespace App\Actions\Banking;
+
+use App\Models\Setting\Currency;
+use Illuminate\Support\Facades\Auth;
+
+class CreateCurrencyFromAccount
+{
+    public function create(string $code, string $name, string $rate): Currency
+    {
+        $companyId = Auth::user()->currentCompany->id;
+
+        $hasDefaultCurrency = Currency::where('company_id', $companyId)->where('enabled', true)->exists();
+
+        return Currency::create([
+            'name' => $name,
+            'code' => $code,
+            'rate' => $rate,
+            'precision' => config("money.{$code}.precision"),
+            'symbol' => config("money.{$code}.symbol"),
+            'symbol_first' => config("money.{$code}.symbol_first"),
+            'decimal_mark' => config("money.{$code}.decimal_mark"),
+            'thousands_separator' => config("money.{$code}.thousands_separator"),
+            'enabled' => !$hasDefaultCurrency,
+            'company_id' => $companyId,
+        ]);
+    }
+}

app/Filament/Pages/Widgets/Companies/Charts/CompanyStatsOverview.php

     }
 
     /**
-     * Holt's Linear Trend
+     * Holt's Linear Trend Method
      */
     protected function holtLinearTrend($data, $alpha, $beta): array
     {
         return $forecast;
     }
 
+    /**
+     * Adjusts the alpha and beta parameters based on the model's performance
+     */
+    protected function adjustTrendParameters($data, $alpha, $beta): array
+    {
+        $minError = PHP_INT_MAX;
+        $bestAlpha = $alpha;
+        $bestBeta = $beta;
+
+        // try different alpha and beta values within a reasonable range
+        for ($alpha = 0.1; $alpha <= 1; $alpha += 0.1) {
+            for ($beta = 0.1; $beta <= 1; $beta += 0.1) {
+                $forecast = $this->holtLinearTrend($data, $alpha, $beta);
+                $error = $this->calculateError($data, $forecast);
+                if ($error < $minError) {
+                    $minError = $error;
+                    $bestAlpha = $alpha;
+                    $bestBeta = $beta;
+                }
+            }
+        }
+
+        return [$bestAlpha, $bestBeta];
+    }
+
+    /**
+     * Calculates the sum of squared errors between the actual data and the forecast
+     */
+    protected function calculateError($data, $forecast): float
+    {
+        $error = 0;
+        for ($i = 0; $i < count($data); $i++) {
+            $error += pow($data[$i] - $forecast[$i], 2);
+        }
+
+        return $error;
+    }
+
     /**
      * Chart Options
      */
             $weeks[$week->format('oW')] = 0;
         }
 
-        // Get Weekly Data
+        // Get Weekly Data for Company Data
         $weeklyData = collect($weeks)->mapWithKeys(static function ($value, $week) use ($companyData) {
             $matchingData = $companyData->firstWhere('week', $week);
             return [$week => $matchingData ? $matchingData->aggregate : 0];
         });
 
-        // Calculate total companies
+        // Calculate total companies per week
         $totalCompanies = $weeklyData->reduce(static function ($carry, $value) {
             $carry[] = ($carry ? end($carry) : 0) + $value;
             return $carry;
         }, []);
 
-        // Calculate new companies and percentage change
+        // Calculate new companies and percentage change per week
         $newCompanies = [0];
         $weeklyPercentageChange = [0];
         for ($i = 1; $i < count($totalCompanies); $i++) {
 
         // Calculate average weekly growth rate
         $totalWeeks = $startOfYear->diffInWeeks($today);
-        $averageWeeklyGrowthRate = round(array_sum($weeklyPercentageChange) / ($totalWeeks), 2);
+        $averageWeeklyGrowthRate = round(array_sum($weeklyPercentageChange) / $totalWeeks, 2);
 
-        // Calculate Holt's forecast
         $weeklyDataArray = $weeklyData->values()->toArray();
-        $holt_forecast = $this->holtLinearTrend($weeklyDataArray, $alpha, $beta);
-        $expectedNewCompanies = round(end($holt_forecast));
 
-        // Prepare cards for return
+        // Adjust alpha and beta parameters
+        [$alpha, $beta] = $this->adjustTrendParameters($weeklyDataArray, $alpha, $beta);
+
+        // Calculate Holt's Linear Trend Forecast for next week
+        $holtForecast = $this->holtLinearTrend($weeklyDataArray, $alpha, $beta);
+        $expectedNewCompanies = round(end($holtForecast));
+
+        // Company Stats Overview Cards
         return [
-            StatsOverviewWidget\Card::make("New Companies Forecast (Holt's Trend)", $expectedNewCompanies),
+            StatsOverviewWidget\Card::make("New Companies Forecast (Holt's Linear Trend)", $expectedNewCompanies),
             StatsOverviewWidget\Card::make('Average Weekly Growth Rate', $averageWeeklyGrowthRate . '%'),
             StatsOverviewWidget\Card::make('Personal Companies', Company::sum('personal_company')),
         ];

app/Filament/Resources/AccountResource.php

+<?php
+
+namespace App\Filament\Resources;
+
+use App\Actions\Banking\CreateCurrencyFromAccount;
+use App\Filament\Resources\AccountResource\Pages;
+use App\Filament\Resources\AccountResource\RelationManagers;
+use App\Models\Banking\Account;
+use Closure;
+use Exception;
+use Filament\Forms;
+use Filament\Forms\Components\TextInput\Mask;
+use Filament\Notifications\Notification;
+use Filament\Resources\Form;
+use Filament\Resources\Resource;
+use Filament\Resources\Table;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Validation\Rule;
+use Illuminate\Validation\Rules\Unique;
+
+class AccountResource extends Resource
+{
+    protected static ?string $model = Account::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-credit-card';
+
+    protected static ?string $navigationGroup = 'Banking';
+
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()->where('company_id', Auth::user()->currentCompany->id);
+    }
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\Radio::make('type')
+                            ->label('Type')
+                            ->options(Account::getAccountTypes())
+                            ->inline()
+                            ->default('bank')
+                            ->reactive()
+                            ->afterStateUpdated(static fn (Closure $set, $state) => $state === 'card' ? $set('enabled', 'hidden'): $set('enabled', null))
+                            ->required()
+                            ->columnSpanFull(),
+                        Forms\Components\TextInput::make('name')
+                            ->label('Name')
+                            ->maxLength(100)
+                            ->required(),
+                        Forms\Components\TextInput::make('number')
+                            ->label('Account Number')
+                            ->unique(callback: static function (Unique $rule, $state) {
+                                $companyId = Auth::user()->currentCompany->id;
+
+                                return $rule->where('company_id', $companyId)->where('number', $state);
+                            }, ignoreRecord: true)
+                            ->maxLength(20)
+                            ->required(),
+                        Forms\Components\Select::make('currency_code')
+                            ->label('Currency')
+                            ->relationship('currency', 'name', static fn (Builder $query) => $query->where('company_id', Auth::user()->currentCompany->id))
+                            ->preload()
+                            ->default(Account::getDefaultCurrencyCode())
+                            ->searchable()
+                            ->reactive()
+                            ->required()
+                            ->createOptionForm([
+                                Forms\Components\Select::make('currency.code')
+                                    ->label('Code')
+                                    ->searchable()
+                                    ->options(Account::getCurrencyCodes())
+                                    ->reactive()
+                                    ->afterStateUpdated(static function (callable $set, $state) {
+                                        $code = $state;
+                                        $name = config("money.{$code}.name");
+                                        $set('currency.name', $name);
+                                    })
+                                    ->required(),
+                                Forms\Components\TextInput::make('currency.name')
+                                    ->label('Name')
+                                    ->maxLength(100)
+                                    ->required(),
+                                Forms\Components\TextInput::make('currency.rate')
+                                    ->label('Rate')
+                                    ->numeric()
+                                    ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
+                                        ->numeric()
+                                        ->decimalPlaces(4)
+                                        ->signed(false)
+                                        ->padFractionalZeros(false)
+                                        ->normalizeZeros(false)
+                                        ->minValue(0.0001)
+                                        ->maxValue(999999.9999)
+                                        ->lazyPlaceholder(false))
+                                    ->required(),
+                            ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
+                                return $action
+                                    ->label('Add Currency')
+                                    ->modalHeading('Add Currency')
+                                    ->modalButton('Add')
+                                    ->action(static function (array $data) {
+                                        return DB::transaction(static function () use ($data) {
+                                            $code = $data['currency']['code'];
+                                            $name = $data['currency']['name'];
+                                            $rate = $data['currency']['rate'];
+
+                                            return (new CreateCurrencyFromAccount())->create($code, $name, $rate);
+                                        });
+                                    });
+                            }),
+                        Forms\Components\TextInput::make('opening_balance')
+                            ->label('Opening Balance')
+                            ->required()
+                            ->default('0')
+                            ->numeric()
+                            ->mask(static fn (Forms\Components\TextInput\Mask $mask, Closure $get) => $mask
+                                ->patternBlocks([
+                                    'money' => static fn (Mask $mask) => $mask
+                                        ->numeric()
+                                        ->decimalPlaces(config('money.' . $get('currency_code') . '.precision'))
+                                        ->decimalSeparator(config('money.' . $get('currency_code') . '.decimal_mark'))
+                                        ->thousandsSeparator(config('money.' . $get('currency_code') . '.thousands_separator'))
+                                        ->signed()
+                                        ->padFractionalZeros()
+                                        ->normalizeZeros(false),
+                            ])
+                            ->pattern(config('money.' . $get('currency_code') . '.symbol_first') ? config('money.' . $get('currency_code') . '.symbol') . 'money' : 'money' . config('money.' . $get('currency_code') . '.symbol'))
+                            ->lazyPlaceholder(false)),
+                        Forms\Components\Toggle::make('enabled')
+                            ->hidden(fn (Closure $get) => $get('type') === 'card')
+                            ->label('Default Account'),
+                    ])->columns(),
+                Forms\Components\Section::make('Bank')
+                    ->schema([
+                        Forms\Components\TextInput::make('bank_name')
+                            ->label('Bank Name')
+                            ->maxLength(100),
+                        Forms\Components\TextInput::make('bank_phone')
+                            ->label('Bank Phone')
+                            ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask->pattern('(000) 000-0000'))
+                            ->maxLength(20),
+                        Forms\Components\Textarea::make('bank_address')
+                            ->label('Bank Address')
+                            ->columnSpanFull(),
+                        ])->columns(),
+            ]);
+    }
+
+    /**
+     * @throws Exception
+     */
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->searchable()
+                    ->weight('semibold')
+                    ->icon(static fn (Account $record) => $record->enabled ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (Account $record) => $record->enabled ? 'Default Account' : null)
+                    ->iconPosition('after')
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('number')
+                    ->label('Account Number')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('bank_name')
+                    ->label('Bank Name')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('bank_phone')
+                    ->label('Phone')
+                    ->formatStateUsing(static fn ($record) => ($record->bank_phone !== '') ? vsprintf('(%d%d%d) %d%d%d-%d%d%d%d', str_split($record->bank_phone)) : '-'),
+                Tables\Columns\TextColumn::make('opening_balance')
+                    ->label('Current Balance')
+                    ->sortable()
+                    ->money(static fn ($record) => $record->currency_code, true),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make()
+                    ->before(static function (Tables\Actions\DeleteAction $action, Account $record) {
+                        if ($record->enabled) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(__('The :name account is currently set as your default account and cannot be deleted. Please set a different account as your default before attempting to delete this one.', ['name' => $record->name]))
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make()
+                    ->before(static function (Tables\Actions\DeleteBulkAction $action, Collection $records) {
+                        foreach ($records as $record) {
+                            if ($record->enabled) {
+                                Notification::make()
+                                    ->danger()
+                                    ->title('Action Denied')
+                                    ->body(__('The :name account is currently set as your default account and cannot be deleted. Please set a different account as your default before attempting to delete this one.', ['name' => $record->name]))
+                                    ->persistent()
+                                    ->send();
+
+                                $action->cancel();
+                            }
+                        }
+                    }),
+            ]);
+    }
+    
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+    
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListAccounts::route('/'),
+            'create' => Pages\CreateAccount::route('/create'),
+            'edit' => Pages\EditAccount::route('/{record}/edit'),
+        ];
+    }    
+}

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

+<?php
+
+namespace App\Filament\Resources\AccountResource\Pages;
+
+use App\Filament\Resources\AccountResource;
+use App\Models\Banking\Account;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+
+class CreateAccount extends CreateRecord
+{
+    protected static string $resource = AccountResource::class;
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = auth()->user()->currentCompany->id;
+        return $data;
+    }
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        $currentCompanyId = auth()->user()->currentCompany->id;
+        $accountId = $data['id'] ?? null;
+        $enabledAccountsCount = Account::where('company_id', $currentCompanyId)
+            ->where('enabled', true)
+            ->where('id', '!=', $accountId)
+            ->count();
+
+        if ($data['enabled'] === true && $enabledAccountsCount > 0) {
+            $this->disableOtherAccounts($currentCompanyId, $accountId);
+        } elseif ($data['enabled'] === false && $enabledAccountsCount < 1) {
+            $data['enabled'] = true;
+        }
+
+        return parent::handleRecordCreation($data);
+    }
+
+    protected function disableOtherAccounts($companyId, $accountId): void
+    {
+        DB::table('accounts')
+            ->where('company_id', $companyId)
+            ->where('id', '!=', $accountId)
+            ->update(['enabled' => false]);
+    }
+}

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

+<?php
+
+namespace App\Filament\Resources\AccountResource\Pages;
+
+use App\Filament\Resources\AccountResource;
+use App\Models\Banking\Account;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+
+class EditAccount extends EditRecord
+{
+    protected static string $resource = AccountResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeSave(array $data): array
+    {
+        $data['company_id'] = auth()->user()->currentCompany->id;
+        return $data;
+    }
+
+    protected function handleRecordUpdate(Model|Account $record, array $data): Model|Account
+    {
+        $currentCompanyId = auth()->user()->currentCompany->id;
+        $accountId = $record->id;
+        $enabledAccountsCount = Account::where('company_id', $currentCompanyId)
+            ->where('enabled', true)
+            ->where('id', '!=', $accountId)
+            ->count();
+
+        if ($data['enabled'] === true && $enabledAccountsCount > 0) {
+            $this->disableOtherAccounts($currentCompanyId, $accountId);
+        } elseif ($data['enabled'] === false && $enabledAccountsCount < 1) {
+            $data['enabled'] = true;
+        }
+
+        return parent::handleRecordUpdate($record, $data);
+    }
+
+    protected function disableOtherAccounts($companyId, $accountId): void
+    {
+        DB::table('accounts')
+            ->where('company_id', $companyId)
+            ->where('id', '!=', $accountId)
+            ->update(['enabled' => false]);
+    }
+}

app/Filament/Resources/AccountResource/Pages/ListAccounts.php

+<?php
+
+namespace App\Filament\Resources\AccountResource\Pages;
+
+use App\Filament\Resources\AccountResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListAccounts extends ListRecords
+{
+    protected static string $resource = AccountResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Resources/CurrencyResource.php

+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\CurrencyResource\Pages;
+use App\Filament\Resources\CurrencyResource\RelationManagers;
+use App\Models\Banking\Account;
+use App\Models\Setting\Currency;
+use Closure;
+use Exception;
+use Filament\Forms;
+use Filament\Notifications\Notification;
+use Filament\Resources\Form;
+use Filament\Resources\Resource;
+use Filament\Resources\Table;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Auth;
+
+class CurrencyResource extends Resource
+{
+    protected static ?string $model = Currency::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-currency-dollar';
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()->where('company_id', Auth::user()->currentCompany->id);
+    }
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\Select::make('code')
+                            ->label('Code')
+                            ->options(Currency::getCurrencyCodes())
+                            ->searchable()
+                            ->placeholder('- Select Code -')
+                            ->reactive()
+                            ->afterStateUpdated(static function (Closure $set, $state) {
+                                $code = $state;
+                                $name = config("money.{$code}.name");
+                                $precision = config("money.{$code}.precision");
+                                $symbol = config("money.{$code}.symbol");
+                                $symbol_first = config("money.{$code}.symbol_first");
+                                $decimal_mark = config("money.{$code}.decimal_mark");
+                                $thousands_separator = config("money.{$code}.thousands_separator");
+
+                                $set('name', $name);
+                                $set('precision', $precision);
+                                $set('symbol', $symbol);
+                                $set('symbol_first', $symbol_first);
+                                $set('decimal_mark', $decimal_mark);
+                                $set('thousands_separator', $thousands_separator);
+                            })
+                            ->required(),
+                        Forms\Components\TextInput::make('name')
+                            ->translateLabel()
+                            ->placeholder('Enter Name')
+                            ->maxLength(100)
+                            ->required(),
+                        Forms\Components\TextInput::make('rate')
+                            ->label('Rate')
+                            ->placeholder('Enter Rate')
+                            ->dehydrateStateUsing(static fn (Closure $get, $state): bool => $get('enabled') === true ? '1' : $state) // rate is 1 when enabled is true
+                            ->numeric()
+                            ->disabled(static fn (Closure $get): bool => $get('enabled') === true) // disabled is true when enabled is true
+                            ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
+                                ->numeric()
+                                ->decimalPlaces(4)
+                                ->signed(false)
+                                ->padFractionalZeros(false)
+                                ->normalizeZeros(false)
+                                ->minValue(0.0001)
+                                ->maxValue(999999.9999)
+                                ->lazyPlaceholder(false))
+                            ->required(),
+                        Forms\Components\Select::make('precision')
+                            ->label('Precision')
+                            ->searchable()
+                            ->placeholder('- Select Precision -')
+                            ->options(['0', '1', '2', '3', '4'])
+                            ->required(),
+                        Forms\Components\TextInput::make('symbol')
+                            ->label('Symbol')
+                            ->placeholder('Enter Symbol')
+                            ->maxLength(5)
+                            ->required(),
+                        Forms\Components\Select::make('symbol_first')
+                            ->label('Symbol Position')
+                            ->searchable()
+                            ->boolean('Before Amount', 'After Amount', '- Select Symbol Position -')
+                            ->required(),
+                        Forms\Components\TextInput::make('decimal_mark')
+                            ->label('Decimal Separator')
+                            ->placeholder('Enter Decimal Separator')
+                            ->maxLength(1)
+                            ->required(),
+                        Forms\Components\TextInput::make('thousands_separator')
+                            ->label('Thousands Separator')
+                            ->placeholder('Enter Thousands Separator')
+                            ->maxLength(1)
+                            ->required(),
+                        Forms\Components\Toggle::make('enabled')
+                            ->label('Default Currency')
+                            ->reactive()
+                            ->inline()
+                            ->afterStateUpdated(static fn (Closure $set, $state) => $state ? $set('rate', '1') : $set('rate', null))
+                            ->default(false),
+                    ])->columns(),
+            ]);
+    }
+
+    /**
+     * @throws Exception
+     */
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->label('Name')
+                    ->weight('semibold')
+                    ->icon(static fn (Currency $record) => $record->enabled ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (Currency $record) => $record->enabled ? 'Default Currency' : null)
+                    ->iconPosition('after')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('code')
+                    ->label('Code')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('symbol')
+                    ->label('Symbol')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('rate')
+                    ->label('Rate')
+                    ->formatStateUsing(static fn ($state) => str_contains($state, '.') ? rtrim(rtrim($state, '0'), '.') : null)
+                    ->searchable()
+                    ->sortable(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make()
+                    ->before(static function (Tables\Actions\DeleteAction $action, Currency $record) {
+                        $defaultCurrency = $record->enabled;
+                        $accountUsesCurrency = Account::where('currency_code', $record->code)->exists();
+
+                        if ($defaultCurrency) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(__('The :name currency is currently set as the default currency and cannot be deleted. Please set a different currency as your default before attempting to delete this one.', ['name' => $record->name]))
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        } elseif ($accountUsesCurrency) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(__('The :name currency is currently in use by one or more accounts and cannot be deleted. Please remove this currency from all accounts before attempting to delete it.', ['name' => $record->name]))
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make()
+                    ->before(static function (Tables\Actions\DeleteBulkAction $action, Collection $records) {
+                        foreach ($records as $record) {
+                            $defaultCurrency = $record->enabled;
+                            $accountUsesCurrency = Account::where('currency_code', $record->code)->exists();
+
+                            if ($defaultCurrency) {
+                                Notification::make()
+                                    ->danger()
+                                    ->title('Action Denied')
+                                    ->body(__('The :name currency is currently set as the default currency and cannot be deleted. Please set a different currency as your default before attempting to delete this one.', ['name' => $record->name]))
+                                    ->persistent()
+                                    ->send();
+
+                                $action->cancel();
+                            } elseif ($accountUsesCurrency) {
+                                Notification::make()
+                                    ->danger()
+                                    ->title('Action Denied')
+                                    ->body(__('The :name currency is currently in use by one or more accounts and cannot be deleted. Please remove this currency from all accounts before attempting to delete it.', ['name' => $record->name]))
+                                    ->persistent()
+                                    ->send();
+
+                                $action->cancel();
+                            }
+                        }
+                    }),
+            ]);
+    }
+    
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+    
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListCurrencies::route('/'),
+            'create' => Pages\CreateCurrency::route('/create'),
+            'edit' => Pages\EditCurrency::route('/{record}/edit'),
+        ];
+    }    
+}

app/Filament/Resources/CurrencyResource/Pages/CreateCurrency.php

+<?php
+
+namespace App\Filament\Resources\CurrencyResource\Pages;
+
+use App\Filament\Resources\CurrencyResource;
+use App\Models\Setting\Currency;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+
+class CreateCurrency extends CreateRecord
+{
+    protected static string $resource = CurrencyResource::class;
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = auth()->user()->currentCompany->id;
+
+        return $data;
+    }
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        $currentCompanyId = auth()->user()->currentCompany->id;
+        $currencyId = $data['id'] ?? null;
+        $enabledCurrenciesCount = Currency::where('company_id', $currentCompanyId)
+            ->where('enabled', '1')
+            ->where('id', '!=', $currencyId)
+            ->count();
+
+        if ($data['enabled'] === '1' && $enabledCurrenciesCount > 0) {
+            $this->disableOtherCurrencies($currentCompanyId, $currencyId);
+        } elseif ($data['enabled'] === '0' && $enabledCurrenciesCount < 1) {
+            $data['enabled'] = '1';
+        }
+
+        return parent::handleRecordCreation($data);
+    }
+
+    protected function disableOtherCurrencies($companyId, $currencyId): void
+    {
+        DB::table('currencies')
+            ->where('company_id', $companyId)
+            ->where('id', '!=', $currencyId)
+            ->update(['enabled' => '0']);
+    }
+}

app/Filament/Resources/CurrencyResource/Pages/EditCurrency.php

+<?php
+
+namespace App\Filament\Resources\CurrencyResource\Pages;
+
+use App\Filament\Resources\CurrencyResource;
+use App\Models\Setting\Currency;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
+
+class EditCurrency extends EditRecord
+{
+    protected static string $resource = CurrencyResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeSave(array $data): array
+    {
+        $data['company_id'] = auth()->user()->currentCompany->id;
+        return $data;
+    }
+
+    protected function handleRecordUpdate(Model|Currency $record, array $data): Model|Currency
+    {
+        $currentCompanyId = auth()->user()->currentCompany->id;
+        $currencyId = $record->id;
+        $enabledCurrenciesCount = Currency::where('company_id', $currentCompanyId)
+            ->where('enabled', true)
+            ->where('id', '!=', $currencyId)
+            ->count();
+
+        if ($data['enabled'] === true && $enabledCurrenciesCount > 0) {
+            $this->disableOtherCurrencies($currentCompanyId, $currencyId);
+        } elseif ($data['enabled'] === false && $enabledCurrenciesCount < 1) {
+            $data['enabled'] = true;
+        }
+
+        return parent::handleRecordUpdate($record, $data);
+    }
+
+    protected function disableOtherCurrencies($companyId, $currencyId): void
+    {
+        DB::table('currencies')
+            ->where('company_id', $companyId)
+            ->where('id', '!=', $currencyId)
+            ->update(['enabled' => false]);
+    }
+}

app/Filament/Resources/CurrencyResource/Pages/ListCurrencies.php

+<?php
+
+namespace App\Filament\Resources\CurrencyResource\Pages;
+
+use App\Filament\Resources\CurrencyResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListCurrencies extends ListRecords
+{
+    protected static string $resource = CurrencyResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Resources/CustomerResource.php

+<?php
+
+namespace App\Filament\Resources;
+
+use App\Actions\Banking\CreateCurrencyFromAccount;
+use App\Filament\Resources\CustomerResource\Pages;
+use App\Filament\Resources\CustomerResource\RelationManagers;
+use App\Models\Banking\Account;
+use App\Models\Contact;
+use Filament\Forms;
+use Filament\Resources\Form;
+use Filament\Resources\Resource;
+use Filament\Resources\Table;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+
+class CustomerResource extends Resource
+{
+    protected static ?string $model = Contact::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-collection';
+
+    protected static ?string $navigationGroup = 'Sales';
+
+    protected static ?string $navigationLabel = 'Customers';
+
+    protected static ?string $modelLabel = 'customer';
+
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()
+            ->where('type', 'customer')
+            ->where('company_id', Auth::user()->currentCompany->id);
+    }
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\Radio::make('entity')
+                            ->options([
+                                'company' => 'Company',
+                                'individual' => 'Individual',
+                            ])
+                            ->inline()
+                            ->default('company')
+                            ->required()
+                            ->columnSpanFull(),
+                        Forms\Components\TextInput::make('name')
+                            ->maxLength(100)
+                            ->placeholder('Enter Name')
+                            ->required(),
+                        Forms\Components\TextInput::make('email')
+                            ->email()
+                            ->placeholder('Enter Email')
+                            ->nullable(),
+                        Forms\Components\TextInput::make('phone')
+                            ->label('Phone')
+                            ->tel()
+                            ->placeholder('Enter Phone')
+                            ->maxLength(20),
+                        Forms\Components\TextInput::make('website')
+                            ->maxLength(100)
+                            ->prefix('https://')
+                            ->placeholder('Enter Website')
+                            ->nullable(),
+                        Forms\Components\TextInput::make('reference')
+                            ->maxLength(100)
+                            ->placeholder('Enter Reference')
+                            ->nullable(),
+                    ])->columns(2),
+                Forms\Components\Section::make('Billing')
+                    ->schema([
+                        Forms\Components\TextInput::make('tax_number')
+                            ->maxLength(100)
+                            ->placeholder('Enter Tax Number')
+                            ->nullable(),
+                        Forms\Components\Select::make('currency_code')
+                            ->label('Currency')
+                            ->relationship('currency', 'name', static fn (Builder $query) => $query->where('company_id', Auth::user()->currentCompany->id))
+                            ->preload()
+                            ->default(Account::getDefaultCurrencyCode())
+                            ->searchable()
+                            ->reactive()
+                            ->required()
+                            ->createOptionForm([
+                                Forms\Components\Select::make('currency.code')
+                                    ->label('Code')
+                                    ->searchable()
+                                    ->options(Account::getCurrencyCodes())
+                                    ->reactive()
+                                    ->afterStateUpdated(static function (callable $set, $state) {
+                                        $code = $state;
+                                        $name = config("money.{$code}.name");
+                                        $set('currency.name', $name);
+                                    })
+                                    ->required(),
+                                Forms\Components\TextInput::make('currency.name')
+                                    ->label('Name')
+                                    ->maxLength(100)
+                                    ->required(),
+                                Forms\Components\TextInput::make('currency.rate')
+                                    ->label('Rate')
+                                    ->numeric()
+                                    ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
+                                        ->numeric()
+                                        ->decimalPlaces(4)
+                                        ->signed(false)
+                                        ->padFractionalZeros(false)
+                                        ->normalizeZeros(false)
+                                        ->minValue(0.0001)
+                                        ->maxValue(999999.9999)
+                                        ->lazyPlaceholder(false))
+                                    ->required(),
+                            ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
+                                return $action
+                                    ->label('Add Currency')
+                                    ->modalHeading('Add Currency')
+                                    ->modalButton('Add')
+                                    ->action(static function (array $data) {
+                                        return DB::transaction(static function () use ($data) {
+                                            $code = $data['currency']['code'];
+                                            $name = $data['currency']['name'];
+                                            $rate = $data['currency']['rate'];
+
+                                            return (new CreateCurrencyFromAccount())->create($code, $name, $rate);
+                                        });
+                                    });
+                            }),
+                ])->columns(2),
+                Forms\Components\Section::make('Address')
+                    ->schema([
+                        Forms\Components\Textarea::make('address')
+                            ->label('Address')
+                            ->maxLength(100)
+                            ->placeholder('Enter Address')
+                            ->columnSpanFull()
+                            ->nullable(),
+                        Forms\Components\TextInput::make('city')
+                            ->label('Town/City')
+                            ->maxLength(100)
+                            ->placeholder('Enter Town/City')
+                            ->nullable(),
+                        Forms\Components\TextInput::make('zip_code')
+                            ->label('Postal/Zip Code')
+                            ->maxLength(100)
+                            ->placeholder('Enter Postal/Zip Code')
+                            ->nullable(),
+                        Forms\Components\TextInput::make('state')
+                            ->label('Province/State')
+                            ->maxLength(100)
+                            ->placeholder('Enter Province/State')
+                            ->required(),
+                        Forms\Components\TextInput::make('country')
+                            ->label('Country')
+                            ->maxLength(100)
+                            ->placeholder('Enter Country')
+                            ->required(),
+                    ])->columns(2),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->weight('semibold')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('tax_number')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('email')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('phone')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('country')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('currency.name')
+                    ->searchable()
+                    ->sortable(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make(),
+            ]);
+    }
+    
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+    
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListCustomers::route('/'),
+            'create' => Pages\CreateCustomer::route('/create'),
+            'edit' => Pages\EditCustomer::route('/{record}/edit'),
+        ];
+    }    
+}

app/Filament/Resources/CustomerResource/Pages/CreateCustomer.php

+<?php
+
+namespace App\Filament\Resources\CustomerResource\Pages;
+
+use App\Filament\Resources\CustomerResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateCustomer extends CreateRecord
+{
+    protected static string $resource = CustomerResource::class;
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['type'] = 'customer';
+        $data['created_by'] = auth()->id();
+        return $data;
+    }
+}

app/Filament/Resources/CustomerResource/Pages/EditCustomer.php

+<?php
+
+namespace App\Filament\Resources\CustomerResource\Pages;
+
+use App\Filament\Resources\CustomerResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditCustomer extends EditRecord
+{
+    protected static string $resource = CustomerResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Resources/CustomerResource/Pages/ListCustomers.php

+<?php
+
+namespace App\Filament\Resources\CustomerResource\Pages;
+
+use App\Filament\Resources\CustomerResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListCustomers extends ListRecords
+{
+    protected static string $resource = CustomerResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Filament/Resources/InvoiceResource.php

+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\InvoiceResource\Pages;
+use App\Filament\Resources\InvoiceResource\RelationManagers;
+use App\Models\Document\Document;
+use Filament\Forms;
+use Filament\Resources\Form;
+use Filament\Resources\Resource;
+use Filament\Resources\Table;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Facades\Auth;
+
+class InvoiceResource extends Resource
+{
+    protected static ?string $model = Document::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-collection';
+
+    protected static ?string $navigationGroup = 'Sales';
+
+    protected static ?string $navigationLabel = 'Invoices';
+
+    protected static ?string $modelLabel = 'invoice';
+
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()
+            ->where('type', 'invoice')
+            ->where('company_id', Auth::user()->currentCompany->id);
+    }
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                //
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                //
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make(),
+            ]);
+    }
+    
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+    
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListInvoices::route('/'),
+            'create' => Pages\CreateInvoice::route('/create'),
+            'edit' => Pages\EditInvoice::route('/{record}/edit'),
+        ];
+    }    
+}

app/Filament/Resources/InvoiceResource/Pages/CreateInvoice.php

+<?php
+
+namespace App\Filament\Resources\InvoiceResource\Pages;
+
+use App\Filament\Resources\InvoiceResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateInvoice extends CreateRecord
+{
+    protected static string $resource = InvoiceResource::class;
+}

app/Filament/Resources/InvoiceResource/Pages/EditInvoice.php

+<?php
+
+namespace App\Filament\Resources\InvoiceResource\Pages;
+
+use App\Filament\Resources\InvoiceResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+
+class EditInvoice extends EditRecord
+{
+    protected static string $resource = InvoiceResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+}

app/Filament/Resources/InvoiceResource/Pages/ListInvoices.php

+<?php
+
+namespace App\Filament\Resources\InvoiceResource\Pages;
+
+use App\Filament\Resources\InvoiceResource;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\ListRecords;
+
+class ListInvoices extends ListRecords
+{
+    protected static string $resource = InvoiceResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+}

app/Models/Banking/Account.php

+<?php
+
+namespace App\Models\Banking;
+
+use App\Models\Setting\Currency;
+use Database\Factories\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\Support\Facades\Auth;
+use Illuminate\Support\Facades\Config;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class Account extends Model
+{
+    use HasFactory;
+
+    protected $table = 'accounts';
+
+    protected $fillable = [
+        'type',
+        'name',
+        'number',
+        'currency_code',
+        'opening_balance',
+        'enabled',
+        'bank_name',
+        'bank_phone',
+        'bank_address',
+        'company_id',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function owner(): BelongsTo
+    {
+        return $this->company->owner;
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public static function getAccountTypes(): array
+    {
+        return [
+            'bank' => 'Bank',
+            'card' => 'Credit Card',
+        ];
+    }
+
+    public static function getCurrencyCodes(): array
+    {
+        $codes = array_keys(Config::get('money'));
+
+        return array_combine($codes, $codes);
+    }
+
+    public static function getDefaultCurrencyCode(): ?string
+    {
+        $defaultCurrency = Currency::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->first();
+
+        return $defaultCurrency?->code;
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return AccountFactory::new();
+    }
+}

app/Models/Company.php

 
 namespace App\Models;
 
+use App\Models\Banking\Account;
+use App\Models\Document\Document;
+use App\Models\Document\DocumentItem;
+use App\Models\Document\DocumentTotal;
+use App\Models\Setting\Currency;
+use App\Models\Setting\Category;
+use App\Models\Setting\Discount;
+use App\Models\Setting\Tax;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Relations\HasMany;
 use Wallo\FilamentCompanies\Company as FilamentCompaniesCompany;
 use Wallo\FilamentCompanies\Events\CompanyCreated;
 use Wallo\FilamentCompanies\Events\CompanyDeleted;
         'updated' => CompanyUpdated::class,
         'deleted' => CompanyDeleted::class,
     ];
+
+    public function accounts(): HasMany
+    {
+        return $this->hasMany(Account::class);
+    }
+
+    public function currencies(): HasMany
+    {
+        return $this->hasMany(Currency::class);
+    }
+
+    public function categories(): HasMany
+    {
+        return $this->hasMany(Category::class);
+    }
+
+    public function taxes(): HasMany
+    {
+        return $this->hasMany(Tax::class);
+    }
+
+    public function discounts(): HasMany
+    {
+        return $this->hasMany(Discount::class);
+    }
+
+    public function contacts(): HasMany
+    {
+        return $this->hasMany(Contact::class);
+    }
+
+    public function customers(): HasMany
+    {
+        return $this->contacts()->where('type', 'customer');
+    }
+
+    public function company_customers(): HasMany
+    {
+        return $this->contacts()->where('type', 'customer')
+            ->where('entity', 'company');
+    }
+
+    public function individual_customers(): HasMany
+    {
+        return $this->contacts()->where('type', 'customer')
+            ->where('entity', 'individual');
+    }
+
+    public function vendors(): HasMany
+    {
+        return $this->contacts()->where('type', 'vendor');
+    }
+
+    public function company_vendors(): HasMany
+    {
+        return $this->contacts()->where('type', 'vendor')
+            ->where('entity', 'company');
+    }
+
+    public function individual_vendors(): HasMany
+    {
+        return $this->contacts()->where('type', 'vendor')
+            ->where('entity', 'individual');
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(Item::class);
+    }
+
+    public function documents(): HasMany
+    {
+        return $this->hasMany(Document::class);
+    }
+
+    public function document_items(): HasMany
+    {
+        return $this->hasMany(DocumentItem::class);
+    }
+
+    public function document_totals(): HasMany
+    {
+        return $this->hasMany(DocumentTotal::class);
+    }
+
+    public function bills(): HasMany
+    {
+        return $this->documents()->where('type', 'bill');
+    }
+
+    public function invoices(): HasMany
+    {
+        return $this->documents()->where('type', 'invoice');
+    }
+
+    public function bill_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'bill');
+    }
+
+    public function bill_totals(): HasMany
+    {
+        return $this->document_totals()->where('type', 'bill');
+    }
+
+    public function invoice_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'invoice');
+    }
+
+    public function invoice_totals(): HasMany
+    {
+        return $this->document_totals()->where('type', 'invoice');
+    }
 }

app/Models/Contact.php

+<?php
+
+namespace App\Models;
+
+use App\Models\Document\Document;
+use App\Models\Setting\Currency;
+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 Contact extends Model
+{
+    use HasFactory;
+
+    protected $table = 'contacts';
+
+    protected $fillable = [
+        'company_id',
+        'entity',
+        'type',
+        'name',
+        'email',
+        'tax_number',
+        'phone',
+        'address',
+        'city',
+        'zip_code',
+        'state',
+        'country',
+        'website',
+        'currency_code',
+        'reference',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function documents(): HasMany
+    {
+        return $this->hasMany(Document::class);
+    }
+
+    public function bills(): HasMany
+    {
+        return $this->documents()->where('type', 'bill');
+    }
+
+    public function invoices(): HasMany
+    {
+        return $this->documents()->where('type', 'invoice');
+    }
+
+    public function scopeVendor($query)
+    {
+        return $query->where('type', 'vendor');
+    }
+
+    public function scopeCustomer($query)
+    {
+        return $query->where('type', 'customer');
+    }
+
+    public function scopeEmployee($query)
+    {
+        return $query->where('type', 'employee');
+    }
+
+    public function scopeCompany($query)
+    {
+        return $query->where('entity', 'company');
+    }
+
+    public function scopeIndividual($query)
+    {
+        return $query->where('entity', 'individual');
+    }
+}

app/Models/Document/Document.php

+<?php
+
+namespace App\Models\Document;
+
+use App\Models\Contact;
+use App\Models\Setting\Category;
+use App\Models\Setting\Currency;
+use App\Models\Setting\Discount;
+use App\Models\Setting\Tax;
+use Database\Factories\DocumentFactory;
+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\HasOne;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class Document extends Model
+{
+    use HasFactory;
+
+    protected $table = 'documents';
+
+    protected $fillable = [
+        'company_id',
+        'type',
+        'document_number',
+        'order_number',
+        'status',
+        'document_date',
+        'due_date',
+        'paid_date',
+        'amount',
+        'tax_id',
+        'discount_id',
+        'reference',
+        'currency_code',
+        'category_id',
+        'contact_id',
+        'notes',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'document_date' => 'datetime',
+        'due_date' => 'datetime',
+        'paid_date' => 'datetime',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function tax(): BelongsTo
+    {
+        return $this->belongsTo(Tax::class);
+    }
+
+    public function discount(): BelongsTo
+    {
+        return $this->belongsTo(Discount::class);
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function category(): BelongsTo
+    {
+        return $this->belongsTo(Category::class);
+    }
+
+    public function contact(): BelongsTo
+    {
+        return $this->belongsTo(Contact::class);
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(DocumentItem::class);
+    }
+
+    public function total(): HasOne
+    {
+        return $this->hasOne(DocumentTotal::class);
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return DocumentFactory::new();
+    }
+}

app/Models/Document/DocumentItem.php

+<?php
+
+namespace App\Models\Document;
+
+use App\Models\Item;
+use App\Models\Setting\Discount;
+use App\Models\Setting\Tax;
+use Database\Factories\DocumentItemFactory;
+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 DocumentItem extends Model
+{
+    use HasFactory;
+
+    protected $table = 'document_items';
+
+    protected $fillable = [
+        'company_id',
+        'document_id',
+        'item_id',
+        'type',
+        'name',
+        'description',
+        'quantity',
+        'price',
+        'tax_id',
+        'discount_id',
+        'total',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'quantity' => 'decimal:2',
+        'price' => 'decimal:4',
+        'total' => 'decimal:4',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function document(): BelongsTo
+    {
+        return $this->belongsTo(Document::class);
+    }
+
+    public function item(): BelongsTo
+    {
+        return $this->belongsTo(Item::class);
+    }
+
+    public function tax(): BelongsTo
+    {
+        return $this->belongsTo(Tax::class);
+    }
+
+    public function discount(): BelongsTo
+    {
+        return $this->belongsTo(Discount::class);
+    }
+
+    public function scopeBill($query)
+    {
+        return $query->where('type', 'bill');
+    }
+
+    public function scopeInvoice($query)
+    {
+        return $query->where('type', 'invoice');
+    }
+
+    /**
+     * Calculate and return the net price (price - discount + tax)
+     */
+    public function getNetPriceAttribute()
+    {
+        $discountAmount = $this->discount ? ($this->price * $this->discount->rate / 100) : 0;
+        $taxAmount = $this->tax ? ($this->price * $this->tax->rate / 100) : 0;
+
+        return $this->price - $discountAmount + $taxAmount;
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return DocumentItemFactory::new();
+    }
+}

app/Models/Document/DocumentTotal.php

+<?php
+
+namespace App\Models\Document;
+
+use Database\Factories\DocumentTotalFactory;
+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 DocumentTotal extends Model
+{
+    use HasFactory;
+
+    protected $table = 'document_totals';
+
+    protected $fillable = [
+        'company_id',
+        'document_id',
+        'type',
+        'code',
+        'name',
+        'subtotal',
+        'discount',
+        'tax',
+        'total',
+        'created_by',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function document(): BelongsTo
+    {
+        return $this->belongsTo(Document::class);
+    }
+
+    public function scopeInvoice($query)
+    {
+        return $query->where('type', 'invoice');
+    }
+
+    public function scopeBill($query)
+    {
+        return $query->where('type', 'bill');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return DocumentTotalFactory::new();
+    }
+}

app/Models/Item.php

+<?php
+
+namespace App\Models;
+
+use App\Models\Document\DocumentItem;
+use App\Models\Setting\Category;
+use App\Models\Setting\Discount;
+use App\Models\Setting\Tax;
+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 Item extends Model
+{
+    use HasFactory;
+
+    protected $table = 'items';
+
+    protected $fillable = [
+        'company_id',
+        'type',
+        'name',
+        'sku',
+        'description',
+        'sale_price',
+        'purchase_price',
+        'quantity',
+        'category_id',
+        'tax_id',
+        'discount_id',
+        'enabled',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function category(): BelongsTo
+    {
+        return $this->belongsTo(Category::class, 'category_id')->withDefault([
+            'name' => 'General',
+        ]);
+    }
+
+    public function tax(): BelongsTo
+    {
+        return $this->belongsTo(Tax::class, 'tax_id');
+    }
+
+    public function discount(): BelongsTo
+    {
+        return $this->belongsTo(Discount::class, 'discount_id');
+    }
+
+    public function document_items(): HasMany
+    {
+        return $this->hasMany(DocumentItem::class);
+    }
+
+    public function bill_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'bill');
+    }
+
+    public function invoice_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'invoice');
+    }
+}

app/Models/Setting/Category.php

+<?php
+
+namespace App\Models\Setting;
+
+use App\Models\Document\Document;
+use App\Models\Item;
+use Database\Factories\CategoryFactory;
+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 Category extends Model
+{
+    use HasFactory;
+
+    protected $table = 'categories';
+
+    protected $fillable = [
+        'company_id',
+        'name',
+        'type',
+        'color',
+        'enabled',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(Item::class);
+    }
+
+    public function documents(): HasMany
+    {
+        return $this->hasMany(Document::class);
+    }
+
+    public function bills(): HasMany
+    {
+        return $this->documents()->where('type', 'bill');
+    }
+
+    public function invoices(): HasMany
+    {
+        return $this->documents()->where('type', 'invoice');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return CategoryFactory::new();
+    }
+}

app/Models/Setting/Currency.php

+<?php
+
+namespace App\Models\Setting;
+
+use App\Models\Banking\Account;
+use Database\Factories\CurrencyFactory;
+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\Support\Facades\Auth;
+use Illuminate\Support\Facades\Config;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class Currency extends Model
+{
+    use HasFactory;
+
+    protected $table = 'currencies';
+
+    protected $fillable = [
+        'name',
+        'code',
+        'rate',
+        'precision',
+        'symbol',
+        'symbol_first',
+        'decimal_mark',
+        'thousands_separator',
+        'enabled',
+        'company_id',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+        'symbol_first' => 'boolean',
+    ];
+
+    public function accounts(): HasMany
+    {
+        return $this->hasMany(Account::class, 'currency_code', 'code');
+    }
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public static function getCurrencyCodes(): array
+    {
+        $allCodes = array_keys(Config::get('money'));
+
+        $storedCodes = static::query()
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->pluck('code')
+            ->toArray();
+
+        $codes = array_diff($allCodes, $storedCodes);
+
+        return array_combine($codes, $codes);
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return CurrencyFactory::new();
+    }
+}

app/Models/Setting/Discount.php

+<?php
+
+namespace App\Models\Setting;
+
+use App\Models\Document\DocumentItem;
+use App\Models\Item;
+use App\Models\User;
+use Database\Factories\DiscountFactory;
+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;
+
+class Discount extends Model
+{
+    use HasFactory;
+
+    protected $table = 'discounts';
+
+    protected $fillable = [
+        'name',
+        'description',
+        'rate',
+        'computation',
+        'type',
+        'scope',
+        'enabled',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'created_by');
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(Item::class);
+    }
+
+    public function document_items(): HasMany
+    {
+        return $this->hasMany(DocumentItem::class);
+    }
+
+    public function bill_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'bill');
+    }
+
+    public function invoice_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'invoice');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return DiscountFactory::new();
+    }
+}

app/Models/Setting/Tax.php

+<?php
+
+namespace App\Models\Setting;
+
+use App\Models\Company;
+use App\Models\Document\DocumentItem;
+use App\Models\Item;
+use App\Models\User;
+use Database\Factories\TaxFactory;
+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;
+
+class Tax extends Model
+{
+    use HasFactory;
+
+    protected $table = 'taxes';
+
+    protected $fillable = [
+        'company_id',
+        'name',
+        'description',
+        'rate',
+        'computation',
+        'type',
+        'scope',
+        'enabled',
+        'created_by',
+    ];
+
+    protected $casts = [
+        'enabled' => 'boolean',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(Company::class, 'company_id');
+    }
+
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'created_by');
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(Item::class);
+    }
+
+    public function document_items(): HasMany
+    {
+        return $this->hasMany(DocumentItem::class);
+    }
+
+    public function bill_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'bill');
+    }
+
+    public function invoice_items(): HasMany
+    {
+        return $this->document_items()->where('type', 'invoice');
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return TaxFactory::new();
+    }
+}

app/Policies/AccountPolicy.php

+<?php
+
+namespace App\Policies;
+
+use App\Models\Banking\Account;
+use App\Models\User;
+use Illuminate\Auth\Access\Response;
+
+class AccountPolicy
+{
+    /**
+     * Determine whether the user can view any models.
+     */
+    public function viewAny(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can view the model.
+     */
+    public function view(User $user, Account $account): bool
+    {
+        return $user->belongsToCompany($account->company);
+    }
+
+    /**
+     * Determine whether the user can create models.
+     */
+    public function create(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can update the model.
+     */
+    public function update(User $user, Account $account): bool
+    {
+        return $user->ownsCompany($account->company);
+    }
+
+    /**
+     * Determine whether the user can delete the model.
+     */
+    public function delete(User $user, Account $account): bool
+    {
+        return $user->ownsCompany($account->company);
+    }
+
+    /**
+     * Determine whether the user can restore the model.
+     */
+    public function restore(User $user, Account $account): bool
+    {
+        return $user->ownsCompany($account->company);
+    }
+
+    /**
+     * Determine whether the user can permanently delete the model.
+     */
+    public function forceDelete(User $user, Account $account): bool
+    {
+        return $user->ownsCompany($account->company);
+    }
+}

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                 "url": "https://github.com/filamentphp/tables.git",
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+                "bamarni/composer-bin-plugin": "^1.8.1",
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         },
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-            "version": "v10.10.0",
+            "version": "v10.11.0",
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         },
         {
             "name": "laravel/sanctum",
         },
         {
             "name": "nikic/php-parser",
-            "version": "v4.15.4",
+            "version": "v4.15.5",
             "source": {
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                 "url": "https://github.com/nikic/PHP-Parser.git",
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+            "time": "2023-05-19T20:20:00+00:00"
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         },
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database/factories/AccountFactory.php

+<?php
+
+namespace Database\Factories;
+
+use App\Models\Banking\Account;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<Account>
+ */
+class AccountFactory extends Factory
+{
+    /**
+     * The name of the factory's corresponding model.
+     *
+     * @var string
+     */
+    protected $model = Account::class;
+
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        $types = ['bank', 'card'];
+
+        return [
+            'type' => $this->faker->randomElement($types),
+            'name' => $this->faker->text(15),
+            'number' => (string) $this->faker->randomNumber(12, true),
+            'currency_code' => $this->company->currencies()->enabled()->get()->random(1)->pluck('code')->first(),
+            'opening_balance' => '0',
+            'bank_name' => $this->faker->text(15),
+            'bank_phone' => $this->faker->phoneNumber,
+            'bank_address' => $this->faker->address,
+            'enabled' => $this->faker->boolean,
+            'company_id' => $this->company->id,
+        ];
+    }
+
+    /**
+     * Indicate that the model is enabled.
+     *
+     * @return Factory<Account>
+     */
+    public function enabled(): Factory
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'enabled' => true,
+            ];
+        });
+    }
+
+    /**
+     * Indicate that the model is disabled.
+     *
+     * @return Factory<Account>
+     */
+    public function disabled(): Factory
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'enabled' => false,
+            ];
+        });
+    }
+
+    /**
+     * Indicate that the default currency is used.
+     *
+     * @return Factory<Account>
+     */
+    public function default_currency(): Factory
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'currency_code' => $this->default_currency(),
+            ];
+        });
+    }
+}

database/factories/CategoryFactory.php

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

database/factories/ContactFactory.php

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

database/factories/CurrencyFactory.php

+<?php
+
+namespace Database\Factories;
+
+use App\Models\Setting\Currency;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<Currency>
+ */
+class CurrencyFactory extends Factory
+{
+    /**
+     * The name of the factory's corresponding model.
+     *
+     * @var string
+     */
+    protected $model = Currency::class;
+
+
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        $currencies = config('money');
+
+        $existingCodes = Currency::query()->pluck('code')->toArray();
+
+        foreach ($existingCodes as $code) {
+            unset($currencies[$code]);
+        }
+
+        $randomCode = $this->faker->randomElement(array_keys($currencies));
+
+        $code = $randomCode;
+
+        $currency = $currencies[$randomCode];
+
+        return [
+            'name' => $currency['name'],
+            'code' => $code,
+            'rate' => $this->faker->randomFloat($currency['precision'], 1, 10),
+            'precision' => $currency['precision'],
+            'symbol' => $currency['symbol'],
+            'symbol_first' => $currency['symbol_first'],
+            'decimal_mark' => $currency['decimal_mark'],
+            'thousands_separator' => $currency['thousands_separator'],
+            'enabled' => $this->faker->boolean,
+            'company_id' => $this->company->id,
+        ];
+    }
+
+    /**
+     * Indicate that the currency is enabled.
+     */
+    public function enabled(): Factory
+    {
+        return $this->state(static function (array $attributes) {
+            return [
+                'enabled' => true,
+            ];
+        });
+    }
+
+    /**
+     * Indicate that the currency is disabled.
+     */
+    public function disabled(): Factory
+    {
+        return $this->state(static function (array $attributes) {
+            return [
+                'enabled' => false,
+            ];
+        });
+    }
+}

database/factories/DiscountFactory.php

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

database/factories/DocumentFactory.php

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

database/factories/DocumentItemFactory.php

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

database/factories/DocumentTotalFactory.php

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

database/factories/ItemFactory.php

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

database/factories/TaxFactory.php

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

database/migrations/2023_05_10_040940_create_currencies_table.php

+<?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('currencies', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('name', 100);
+            $table->string('code')->index();
+            $table->decimal('rate', 15, 8);
+            $table->unsignedTinyInteger('precision')->default(2);
+            $table->string('symbol')->default('$');
+            $table->boolean('symbol_first')->default(true);
+            $table->string('decimal_mark')->default('.');
+            $table->string('thousands_separator')->default(',');
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+
+            $table->unique(['company_id', 'code']);
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('currencies');
+    }
+};

database/migrations/2023_05_11_044321_create_accounts_table.php

+<?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('accounts', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('type')->default('bank');
+            $table->string('name', 100);
+            $table->string('number', 20);
+            $table->string('currency_code')->default('USD');
+            $table->decimal('opening_balance', 15, 4)->default(0.0000);
+            $table->string('bank_name', 100)->nullable();
+            $table->string('bank_phone', 20)->nullable();
+            $table->text('bank_address')->nullable();
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+
+            $table->unique(['company_id', 'number']);
+            $table->foreign('currency_code')->references('code')->on('currencies')->restrictOnDelete();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('accounts');
+    }
+};

database/migrations/2023_05_12_042255_create_categories_table.php

+<?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('categories', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('name');
+            $table->string('type'); // expense, income, item, other
+            $table->string('color');
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('categories');
+    }
+};

database/migrations/2023_05_19_042232_create_contacts_table.php

+<?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('contacts', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->onDelete('cascade');
+            $table->string('entity')->default('company'); // company, individual (person)
+            $table->string('type'); // vendor, customer, employee
+            $table->string('name');
+            $table->string('email')->nullable();
+            $table->string('tax_number')->nullable();
+            $table->string('phone')->nullable();
+            $table->text('address')->nullable();
+            $table->string('city')->nullable();
+            $table->string('zip_code')->nullable();
+            $table->string('state')->nullable();
+            $table->string('country')->nullable();
+            $table->string('website')->nullable();
+            $table->string('currency_code')->default('USD');
+            $table->string('reference')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+
+            $table->index(['company_id', 'type']);
+            $table->unique(['company_id', 'type', 'email']);
+            $table->foreign('currency_code')->references('code')->on('currencies')->restrictOnDelete();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('contacts');
+    }
+};

database/migrations/2023_05_20_080131_create_taxes_table.php

+<?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('taxes', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('name');
+            $table->text('description')->nullable();
+            $table->decimal('rate', 15, 4);
+            $table->string('computation')->default('percentage'); // percentage, fixed, compound, inclusive, withholding
+            $table->string('type')->default('sales'); // sales, purchases
+            $table->string('scope')->nullable(); // product, service, none
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('taxes');
+    }
+};

database/migrations/2023_05_21_163808_create_discounts_table.php

+<?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('discounts', function (Blueprint $table) {
+            $table->id();
+            $table->string('name');
+            $table->text('description')->nullable();
+            $table->decimal('rate', 15, 4);
+            $table->string('computation')->default('percentage'); // percentage, fixed
+            $table->string('type')->default('sales'); // sales, purchases
+            $table->string('scope')->nullable(); // product, service, none
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('discounts');
+    }
+};

database/migrations/2023_05_22_073252_create_items_table.php

+<?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('items', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('type'); // product, service
+            $table->string('name');
+            $table->string('sku')->unique();
+            $table->string('description')->nullable();
+            $table->decimal('sale_price', 15, 4);
+            $table->decimal('purchase_price', 15, 4);
+            $table->integer('quantity')->default(1);
+            $table->foreignId('category_id')->default(1)->constrained()->restrictOnDelete();
+            $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
+            $table->boolean('enabled')->default(true);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('items');
+    }
+};

database/migrations/2023_05_23_141215_create_documents_table.php

+<?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('documents', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->string('type'); // invoice, bill
+            $table->string('document_number');
+            $table->string('order_number')->nullable();
+            $table->string('status');
+            $table->dateTime('document_date');
+            $table->dateTime('due_date');
+            $table->dateTime('paid_date')->nullable();
+            $table->decimal('amount', 15, 4);
+            $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
+            $table->string('reference')->nullable();
+            $table->string('currency_code')->default('USD');
+            $table->foreignId('category_id')->default(1)->constrained()->restrictOnDelete();
+            $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
+            $table->text('notes')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+
+            $table->foreign('currency_code')->references('code')->on('currencies')->restrictOnDelete();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('documents');
+    }
+};

database/migrations/2023_05_23_151550_create_document_items_table.php

+<?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('document_items', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('item_id')->constrained()->cascadeOnDelete();
+            $table->string('type');
+            $table->string('name');
+            $table->text('description')->nullable();
+            $table->decimal('quantity', 7, 2);
+            $table->decimal('price', 15, 4);
+            $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
+            $table->decimal('total', 15, 4);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('document_items');
+    }
+};

database/migrations/2023_05_23_173412_create_document_totals_table.php

+<?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('document_totals', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('document_id')->constrained()->cascadeOnDelete();
+            $table->string('type');
+            $table->string('code');
+            $table->string('name');
+            $table->decimal('subtotal', 15, 4)->default(0);
+            $table->decimal('discount', 15, 4)->default(0);
+            $table->decimal('tax', 15, 4)->default(0);
+            $table->decimal('total', 15, 4);
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('document_totals');
+    }
+};

database/seeders/AccountSeeder.php

+<?php
+
+namespace Database\Seeders;
+
+use App\Models\Banking\Account;
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use Illuminate\Database\Seeder;
+
+class AccountSeeder extends Seeder
+{
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+        Account::factory()
+            ->count(5)
+            ->create();
+    }
+}

database/seeders/CurrencySeeder.php

+<?php
+
+namespace Database\Seeders;
+
+use App\Models\Setting\Currency;
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use Illuminate\Database\Seeder;
+
+class CurrencySeeder extends Seeder
+{
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+        Currency::factory()
+            ->count(5)
+            ->create();
+    }
+}

package-lock.json

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