wip: Accounting Module

app/Filament/Pages/Companies.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Pages;
 
+use App\Filament\Pages\Widgets\Companies\Charts\CumulativeTotal;
 use Filament\Pages\Page;
 use Illuminate\Support\Facades\Auth;
 use Wallo\FilamentCompanies\FilamentCompanies;
@@ -26,7 +27,8 @@ class Companies extends Page
     {
         return [
             Widgets\Companies\Charts\CompanyStatsOverview::class,
-            Widgets\Companies\Charts\CumulativeCompanyData::class,
+            Widgets\Companies\Charts\CumulativeGrowth::class,
+            Widgets\Companies\Charts\CumulativeTotal::class,
             Widgets\Companies\Tables\Companies::class,
         ];
     }

app/Filament/Pages/DefaultSetting.php

@@ -0,0 +1,29 @@
+<?php
+
+namespace App\Filament\Pages;
+
+use Filament\Pages\Page;
+
+class DefaultSetting extends Page
+{
+    protected static ?string $navigationIcon = 'heroicon-o-adjustments';
+
+    protected static ?string $navigationLabel = 'Defaults';
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    protected static ?string $title = 'Defaults';
+
+    protected static ?string $slug = 'defaults';
+
+    protected static string $view = 'filament.pages.default-setting';
+
+    public function getViewData(): array
+    {
+        return [
+            'defaultSetting' => \App\Models\Setting\DefaultSetting::first(),
+        ];
+    }
+
+
+}

app/Filament/Pages/Employees.php

@@ -25,7 +25,8 @@ class Employees extends Page
     protected function getHeaderWidgets(): array
     {
         return [
-            Widgets\Employees\Charts\CumulativeEmployeeData::class,
+            Widgets\Employees\Charts\CumulativeRoles::class,
+            Widgets\Employees\Charts\CumulativeGrowth::class,
             Widgets\Employees\Tables\Employees::class,
         ];
     }

app/Filament/Pages/Users.php

@@ -25,7 +25,6 @@ class Users extends Page
     protected function getHeaderWidgets(): array
     {
         return [
-            Widgets\Users\Charts\CumulativeUserData::class,
             Widgets\Users\Tables\Users::class,
         ];
     }

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

@@ -7,12 +7,7 @@ use Filament\Widgets\StatsOverviewWidget;
 
 class CompanyStatsOverview extends StatsOverviewWidget
 {
-    protected int|string|array $columnSpan = 3;
-
-    protected function getColumns(): int
-    {
-        return 3;
-    }
+    protected static ?int $sort = 0;
 
     /**
      * Holt's Linear Trend Method
@@ -23,9 +18,9 @@ class CompanyStatsOverview extends StatsOverviewWidget
         $trend = $data[1] - $data[0];
 
         $forecast = [];
-        for ($i = 0; $i < count($data); $i++) {
+        foreach ($data as $iValue) {
             $prev_level = $level;
-            $level = $alpha * $data[$i] + (1 - $alpha) * ($prev_level + $trend);
+            $level = $alpha * $iValue + (1 - $alpha) * ($prev_level + $trend);
             $trend = $beta * ($level - $prev_level) + (1 - $beta) * $trend;
             $forecast[] = $level + $trend;
         }
@@ -43,14 +38,14 @@ class CompanyStatsOverview extends StatsOverviewWidget
         $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, $beta);
+        for ($testAlpha = 0.1; $testAlpha <= 1; $testAlpha += 0.1) {
+            for ($testBeta = 0.1; $testBeta <= 1; $testBeta += 0.1) {
+                $forecast = $this->holtLinearTrend($data, $testAlpha, $testBeta);
                 $error = $this->calculateError($data, $forecast);
                 if ($error < $minError) {
                     $minError = $error;
-                    $bestAlpha = $alpha;
-                    $bestBeta = $beta;
+                    $bestAlpha = $testAlpha;
+                    $bestBeta = $testBeta;
                 }
             }
         }
@@ -64,8 +59,8 @@ class CompanyStatsOverview extends StatsOverviewWidget
     protected function calculateError($data, $forecast): float
     {
         $error = 0;
-        for ($i = 0; $i < count($data); $i++) {
-            $error += pow($data[$i] - $forecast[$i], 2);
+        for ($i = 0, $iMax = count($data); $i < $iMax; $i++) {
+            $error += ($data[$i] - $forecast[$i]) ** 2;
         }
 
         return $error;
@@ -99,7 +94,7 @@ class CompanyStatsOverview extends StatsOverviewWidget
         // Get Weekly Data for Company Data
         $weeklyData = collect($weeks)->mapWithKeys(static function ($value, $week) use ($companyData) {
             $matchingData = $companyData->firstWhere('week', $week);
-            return [$week => $matchingData ? $matchingData->aggregate : 0];
+            return [$week => $matchingData->aggregate ?? 0];
         });
 
         // Calculate total companies per week
@@ -111,7 +106,7 @@ class CompanyStatsOverview extends StatsOverviewWidget
         // Calculate new companies and percentage change per week
         $newCompanies = [0];
         $weeklyPercentageChange = [0];
-        for ($i = 1; $i < count($totalCompanies); $i++) {
+        for ($i = 1, $iMax = count($totalCompanies); $i < $iMax; $i++) {
             $newCompanies[] = $totalCompanies[$i] - $totalCompanies[$i - 1];
             $weeklyPercentageChange[] = ($newCompanies[$i] / $totalCompanies[$i - 1]) * 100;
         }

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

@@ -1,204 +0,0 @@
-<?php
-
-namespace App\Filament\Pages\Widgets\Companies\Charts;
-
-use App\Models\Company;
-use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
-
-class CumulativeCompanyData extends ApexChartWidget
-{
-    protected int|string|array $columnSpan = [
-        'md' => 2,
-        'xl' => 3,
-    ];
-
-    /**
-     * Chart Id
-     *
-     * @var string
-     */
-    protected static string $chartId = 'cumulative-company-data';
-
-    /**
-     * Widget Title
-     *
-     * @var string|null
-     */
-    protected static ?string $heading = 'Cumulative Company Data';
-
-    protected function getOptions(): array
-    {
-        $startOfYear = today()->startOfYear();
-        $today = today();
-
-        // Company data
-        $companyData = Company::selectRaw("COUNT(*) as aggregate, YEARWEEK(created_at, 3) as week")
-            ->whereBetween('created_at', [$startOfYear, $today])
-            ->groupByRaw('week')
-            ->get();
-
-        $weeks = [];
-        for ($week = $startOfYear->copy(); $week->lte($today); $week->addWeek()) {
-            $weeks[$week->format('oW')] = 0;
-        }
-
-        $weeklyData = collect($weeks)->mapWithKeys(static function ($value, $week) use ($companyData) {
-            $matchingData = $companyData->firstWhere('week', $week);
-            return [$week => $matchingData ? $matchingData->aggregate : 0];
-        });
-
-        $totalCompanies = $weeklyData->reduce(static function ($carry, $value) {
-            $carry[] = ($carry ? end($carry) : 0) + $value;
-            return $carry;
-        }, []);
-
-        // Calculate percentage increase and increase in companies per week
-        $newCompanies = [0];
-        $weeklyPercentageChange = [0];
-
-        for ($i = 1; $i < count($totalCompanies); $i++) {
-            $newCompanies[] = $totalCompanies[$i] - $totalCompanies[$i - 1];
-            $weeklyPercentageChange[] = ($newCompanies[$i] / $totalCompanies[$i - 1]) * 100;
-        }
-
-        // Calculate exponential smoothing for total companies
-        $alpha = 0.3; // Smoothing factor, between 0 and 1
-        $smoothedTotalCompanies = [];
-
-        $smoothedTotalCompanies[0] = $totalCompanies[0]; // Initialize the first smoothed value
-        for ($i = 1; $i < count($totalCompanies); $i++) {
-            $smoothedTotalCompanies[$i] = $alpha * $totalCompanies[$i] + (1 - $alpha) * $smoothedTotalCompanies[$i - 1];
-        }
-
-        $labels = collect($weeks)->keys()->map(static function ($week) {
-            $year = substr($week, 0, 4);
-            $weekNumber = substr($week, 4);
-
-            return today()->setISODate($year, $weekNumber)->format('M d');
-        });
-
-        return [
-            'chart' => [
-                'type' => 'line',
-                'height' => 350,
-                'stacked' => false,
-                'toolbar' => [
-                    'show' => false,
-                ],
-            ],
-            'series' => [
-                [
-                    'name' => 'Weekly Growth Rate',
-                    'type' => 'area',
-                    'data' => $weeklyPercentageChange,
-                ],
-                [
-                    'name' => 'New Companies',
-                    'type' => 'line',
-                    'data' => $newCompanies,
-                ],
-                [
-                    'name' => 'Smoothed Total Companies',
-                    'type' => 'line',
-                    'data' => $smoothedTotalCompanies,
-                ],
-                [
-                    'name' => 'Total Companies',
-                    'type' => 'column',
-                    'data' => $totalCompanies,
-                ],
-            ],
-            'xaxis' => [
-                'categories' => $labels,
-                'position' => 'bottom',
-                'labels' => [
-                    'style' => [
-                        'colors' => '#9ca3af',
-                        'fontWeight' => 600,
-                    ],
-                ],
-            ],
-            'yaxis' => [
-                [
-                    'seriesName' => 'Weekly Growth Rate',
-                    'decimalsInFloat' => 2,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-                [
-                    'seriesName' => 'New Companies',
-                    'decimalsInFloat' => 0,
-                    'opposite' => true,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-                [
-                    'seriesName' => 'Smoothed Total Companies',
-                    'decimalsInFloat' => 0,
-                    'opposite' => true,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-                [
-                    'seriesName' => 'Total Companies',
-                    'decimalsInFloat' => 0,
-                    'opposite' => true,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-            ],
-            'legend' => [
-                'position' => 'top',
-                'horizontalAlign' => 'center',
-                'labels' => [
-                    'colors' => '#9ca3af',
-                    'fontWeight' => 600,
-                ],
-            ],
-            'markers' => [
-                'size' => 0,
-            ],
-            'colors' => ['#d946ef', '#6d28d9', '#14b8a6', '#3b82f6'],
-            'fill' => [
-                'type' => 'gradient',
-                'gradient' => [
-                    'shade' => 'dark',
-                    'type' => 'vertical',
-                    'shadeIntensity' => 0.5,
-                    'gradientToColors' => ['#d946ef', '#6d28d9', '#14b8a6', '#0ea5e9'],
-                    'inverseColors' => false,
-                    'opacityFrom' => [0.85, 1, 1, 0.75],
-                    'opacityTo' => [0.4, 0.85, 0.85, 1],
-                    'stops' => [0, 20, 80, 100],
-                ],
-            ],
-            'stroke' => [
-                'width' => [2, 5, 5, 0],
-                'curve' => 'smooth',
-            ],
-            'plotOptions' => [
-                'bar' => [
-                    'borderRadius' => 5,
-                    'borderRadiusApplication' => 'end',
-                    'columnWidth' => '60%',
-                ],
-            ],
-        ];
-    }
-}

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

@@ -0,0 +1,154 @@
+<?php
+
+namespace App\Filament\Pages\Widgets\Companies\Charts;
+
+use App\Models\Company;
+use Illuminate\Contracts\View\View;
+use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
+
+class CumulativeGrowth extends ApexChartWidget
+{
+    protected static ?int $sort = 1;
+
+    /**
+     * Chart Id
+     *
+     * @var string
+     */
+    protected static string $chartId = 'cumulative-growth';
+
+    protected static ?string $pollingInterval = null;
+
+
+    protected function getOptions(): array
+    {
+        $startOfYear = today()->startOfYear();
+        $today = today();
+
+        // Company data
+        $companyData = Company::selectRaw("COUNT(*) as aggregate, DATE_FORMAT(created_at, '%Y%m') as month")
+            ->whereBetween('created_at', [$startOfYear, $today])
+            ->groupByRaw('month')
+            ->get();
+
+        $months = [];
+        for ($month = $startOfYear->copy(); $month->lte($today); $month->addMonth()) {
+            $months[$month->format('Ym')] = 0;
+        }
+
+        $monthlyData = collect($months)->mapWithKeys(static function ($value, $month) use ($companyData) {
+            $matchingData = $companyData->firstWhere('month', $month);
+            return [$month => $matchingData->aggregate ?? 0];
+        });
+
+        $totalCompanies = $monthlyData->reduce(static function ($carry, $value) {
+            $carry[] = ($carry ? end($carry) : 0) + $value;
+            return $carry;
+        }, []);
+
+        // Calculate percentage increase and increase in companies per month
+        $newCompanies = [0];
+        $monthlyPercentageChange = [0];
+
+        for ($i = 1, $iMax = count($totalCompanies); $i < $iMax; $i++) {
+            $newCompanies[] = $totalCompanies[$i] - $totalCompanies[$i - 1];
+            $monthlyPercentageChange[] = ($newCompanies[$i] / $totalCompanies[$i - 1]) * 100;
+        }
+
+        $labels = collect($months)->keys()->map(static function ($month) {
+            $year = substr($month, 0, 4);
+            $monthNumber = substr($month, 4);
+
+            return today()->startOfYear()->setDate($year, $monthNumber, 1)->format('M');
+        });
+
+        return [
+            'chart' => [
+                'type' => 'area',
+                'height' => 350,
+                'fontFamily' => 'inherit',
+                'toolbar' => [
+                    'show' => false,
+                ],
+            ],
+            'title' => [
+                'text' => 'Cumulative Growth',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '20px',
+                ],
+            ],
+            'subtitle' => [
+                'text' => 'Monthly',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '14px',
+                ],
+            ],
+            'series' => [
+                [
+                    'name' => 'Growth Rate',
+                    'data' => $monthlyPercentageChange,
+                ],
+                [
+                    'name' => 'New Companies',
+                    'data' => $newCompanies,
+                ],
+            ],
+            'xaxis' => [
+                'categories' => $labels,
+                'position' => 'bottom',
+                'labels' => [
+                    'show' => true,
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'yaxis' => [
+                'decimalsInFloat' => 2,
+                'labels' => [
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'dataLabels' => [
+                'enabled' => false,
+            ],
+            'legend' => [
+                'show' => true,
+                'position' => 'bottom',
+                'horizontalAlign' => 'center',
+                'floating' => false,
+                'labels' => [
+                    'useSeriesColors' => true,
+                ],
+                'markers' => [
+                    'width' => 30,
+                    'height' => 8,
+                    'radius' => 0,
+                ],
+            ],
+            'colors' => ['#454DC8', '#22d3ee'],
+            'fill' => [
+                'type' => 'gradient',
+                'gradient' => [
+                    'opacityFrom' => 0.6,
+                    'opacityTo' => 0.8,
+                ],
+            ],
+            'markers' => [
+                'size' => 4,
+                'hover' => [
+                    'size' => 7,
+                ],
+            ],
+            'stroke' => [
+                'curve' => 'smooth',
+            ],
+        ];
+    }
+}

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

@@ -0,0 +1,143 @@
+<?php
+
+namespace App\Filament\Pages\Widgets\Companies\Charts;
+
+use App\Models\Company;
+use Illuminate\Contracts\View\View;
+use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
+
+class CumulativeTotal extends ApexChartWidget
+{
+    protected static ?int $sort = 2;
+
+    /**
+     * Chart Id
+     *
+     * @var string
+     */
+    protected static string $chartId = 'cumulative-total';
+
+    protected static ?string $pollingInterval = null;
+
+
+    protected function getOptions(): array
+    {
+        $startOfYear = today()->startOfYear();
+        $today = today();
+
+        // Company data
+        $companyData = Company::selectRaw("COUNT(*) as aggregate, DATE_FORMAT(created_at, '%Y%m') as month")
+            ->whereBetween('created_at', [$startOfYear, $today])
+            ->groupByRaw('month')
+            ->get();
+
+        $months = [];
+        for ($month = $startOfYear->copy(); $month->lte($today); $month->addMonth()) {
+            $months[$month->format('Ym')] = 0;
+        }
+
+        $monthlyData = collect($months)->mapWithKeys(static function ($value, $month) use ($companyData) {
+            $matchingData = $companyData->firstWhere('month', $month);
+            return [$month => $matchingData->aggregate ?? 0];
+        });
+
+        $totalCompanies = $monthlyData->reduce(static function ($carry, $value) {
+            $carry[] = ($carry ? end($carry) : 0) + $value;
+            return $carry;
+        }, []);
+
+        // Calculate exponential smoothing for total companies
+        $alpha = 0.3; // Smoothing factor, between 0 and 1
+        $smoothedTotalCompanies = [];
+
+        $smoothedTotalCompanies[0] = $totalCompanies[0]; // Initialize the first smoothed value
+        for ($i = 1, $iMax = count($totalCompanies); $i < $iMax; $i++) {
+            $smoothedTotalCompanies[$i] = $alpha * $totalCompanies[$i] + (1 - $alpha) * $smoothedTotalCompanies[$i - 1];
+        }
+
+        $labels = collect($months)->keys()->map(static function ($month) {
+            $year = substr($month, 0, 4);
+            $monthNumber = substr($month, 4);
+
+            return today()->startOfYear()->setDate($year, $monthNumber, 1)->format('M');
+        });
+
+        return [
+            'chart' => [
+                'type' => 'line',
+                'height' => 350,
+                'fontFamily' => 'inherit',
+                'toolbar' => [
+                    'show' => false,
+                ],
+            ],
+            'title' => [
+                'text' => 'Cumulative Total',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '20px',
+                ],
+            ],
+            'subtitle' => [
+                'text' => 'Monthly',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '14px',
+                ],
+            ],
+            'series' => [
+                [
+                    'name' => 'Total Companies',
+                    'data' => $totalCompanies,
+                ],
+                [
+                    'name' => 'Smoothed Total Companies',
+                    'data' => $smoothedTotalCompanies,
+                ],
+            ],
+            'xaxis' => [
+                'type' => 'category',
+                'categories' => $labels,
+                'position' => 'bottom',
+                'labels' => [
+                    'show' => true,
+                ],
+            ],
+            'yaxis' => [
+                'decimalsInFloat' => 0,
+                'labels' => [
+                    'show' => true,
+                ],
+            ],
+            'dataLabels' => [
+                'enabled' => false,
+            ],
+            'legend' => [
+                'show' => true,
+                'position' => 'bottom', // Placing the legend at the right side of the chart.
+                'horizontalAlign' => 'center', // Centering the legend items horizontally.
+                'floating' => false,
+                'labels' => [
+                    'useSeriesColors' => true,
+                ],
+                'markers' => [
+                    'width' => 30,
+                    'height' => 4,
+                    'radius' => 4,
+                ],
+            ],
+            'colors' => ['#454DC8', '#22d3ee'],
+            'markers' => [
+                'size' => 4,
+                'hover' => [
+                    'size' => 7,
+                ],
+            ],
+            'stroke' => [
+                'curve' => 'smooth',
+            ],
+        ];
+    }
+}

app/Filament/Pages/Widgets/Companies/Tables/Companies.php

@@ -13,10 +13,9 @@ use Illuminate\Database\Eloquent\Relations\Relation;
 
 class Companies extends PageWidget
 {
-    protected int|string|array $columnSpan = [
-        'md' => 2,
-        'xl' => 3,
-    ];
+    protected int | string | array $columnSpan = 'full';
+
+    protected static ?int $sort = 3;
 
     protected function getTableQuery(): Builder|Relation
     {
@@ -36,6 +35,7 @@ class Companies extends PageWidget
         return [
             Tables\Filters\SelectFilter::make('name')
                 ->label('Owner')
+                ->searchable()
                 ->relationship('owner', 'name'),
             Tables\Filters\TernaryFilter::make('personal_company')
                 ->label('Personal Company')
@@ -52,13 +52,11 @@ class Companies extends PageWidget
                 ->searchable()
                 ->grow(false),
             Tables\Columns\TextColumn::make('name')
-                ->weight('semibold')
                 ->label('Company')
                 ->sortable()
                 ->searchable(),
             Tables\Columns\TextColumn::make('users_count')
                 ->label('Employees')
-                ->weight('semibold')
                 ->counts('users')
                 ->sortable(),
             Tables\Columns\IconColumn::make('personal_company')
@@ -71,4 +69,4 @@ class Companies extends PageWidget
                 ->falseColor('secondary')
         ];
     }
-}
+}

app/Filament/Pages/Widgets/Employees/Charts/CumulativeEmployeeData.php

@@ -1,177 +0,0 @@
-<?php
-
-namespace App\Filament\Pages\Widgets\Employees\Charts;
-
-use App\Models\Employeeship;
-use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
-
-class CumulativeEmployeeData extends ApexChartWidget
-{
-    protected int|string|array $columnSpan = [
-        'md' => 2,
-        'xl' => 3,
-    ];
-
-    /**
-     * Chart Id
-     *
-     * @var string
-     */
-    protected static string $chartId = 'cumulative-employee-data';
-
-    /**
-     * Widget Title
-     *
-     * @var string|null
-     */
-    protected static ?string $heading = 'Cumulative Employee Data';
-
-    protected function getOptions(): array
-    {
-        $startOfYear = today()->startOfYear();
-        $today = today();
-
-        // Company data
-        $employeeData = Employeeship::selectRaw("COUNT(*) as aggregate, role, YEARWEEK(created_at, 3) as week")
-            ->whereBetween('created_at', [$startOfYear, $today])
-            ->groupByRaw('week, role')
-            ->get();
-
-        $weeks = [];
-        for ($week = $startOfYear->copy(); $week->lte($today); $week->addWeek()) {
-            $weeks[$week->format('oW')] = 0;
-        }
-
-        $weeklyRoleData = collect($weeks)->mapWithKeys(static function ($value, $week) use ($employeeData) {
-            $editors = $employeeData->where('role', 'editor')->where('week', $week)->first();
-            $admins = $employeeData->where('role', 'admin')->where('week', $week)->first();
-
-            return [
-                $week => [
-                    'editors' => $editors ? $editors->aggregate : 0,
-                    'admins' => $admins ? $admins->aggregate : 0,
-                ]
-            ];
-        });
-
-        $cumulativeEditors = $weeklyRoleData->reduce(static function ($carry, $value) {
-            $carry[] = ($carry ? end($carry) : 0) + $value['editors'];
-            return $carry;
-        }, []);
-
-        $cumulativeAdmins = $weeklyRoleData->reduce(static function ($carry, $value) {
-            $carry[] = ($carry ? end($carry) : 0) + $value['admins'];
-            return $carry;
-        }, []);
-
-        $totalEmployees = [];
-        for ($i = 0; $i < count($cumulativeEditors); $i++) {
-            $totalEmployees[] = $cumulativeEditors[$i] + $cumulativeAdmins[$i];
-        }
-
-        $weeklyGrowthRate = [0];
-        for ($i = 1; $i < count($totalEmployees); $i++) {
-            $growth = (($totalEmployees[$i] - $totalEmployees[$i - 1]) / $totalEmployees[$i - 1]) * 100;
-            $weeklyGrowthRate[] = round($growth, 2);
-        }
-
-        $labels = collect($weeks)->keys()->map(static function ($week) {
-            $year = substr($week, 0, 4);
-            $weekNumber = substr($week, 4);
-
-            return today()->setISODate($year, $weekNumber)->format('M d');
-        });
-
-
-        return [
-            'chart' => [
-                'type' => 'area',
-                'height' => 350,
-                'stacked' => true,
-                'toolbar' => [
-                    'show' => false,
-                ],
-            ],
-            'series' => [
-                [
-                    'name' => 'Editors',
-                    'type' => 'bar',
-                    'data' => $cumulativeEditors,
-                ],
-                [
-                    'name' => 'Admins',
-                    'type' => 'bar',
-                    'data' => $cumulativeAdmins,
-                ],
-                [
-                    'name' => 'Weekly Growth Rate',
-                    'type' => 'area',
-                    'data' => $weeklyGrowthRate,
-                ],
-            ],
-            'stroke' => [
-                'width' => [0, 0, 2],
-                'curve' => 'smooth',
-            ],
-            'xaxis' => [
-                'categories' => $labels,
-                'position' => 'bottom',
-                'labels' => [
-                    'style' => [
-                        'colors' => '#9ca3af',
-                        'fontWeight' => 600,
-                    ],
-                ],
-            ],
-            'yaxis' => [
-                'labels' => [
-                    'style' => [
-                        'colors' => '#9ca3af',
-                        'fontWeight' => 600,
-                    ],
-                ],
-            ],
-            'legend' => [
-                'labels' => [
-                    'colors' => '#9ca3af',
-                    'fontWeight' => 600,
-                ],
-            ],
-            'colors' => ['#d946ef', '#6d28d9', '#3b82f6'],
-            'fill' => [
-                'type' => 'gradient',
-                'gradient' => [
-                    'shade' => 'dark',
-                    'type' => 'vertical',
-                    'shadeIntensity' => 0.2,
-                    'gradientToColors' => ['#ec4899', '#8b5cf6', '#0ea5e9'],
-                    'inverseColors' => true,
-                    'opacityFrom' => [0.85, 0.85, 0.85],
-                    'opacityTo' => [0.85, 0.85, 0.4],
-                    'stops' => [0, 100, 100],
-                ],
-            ],
-            'plotOptions' => [
-                'bar' => [
-                    'horizontal' => false,
-                    'borderRadius' => 5,
-                    'borderRadiusApplication' => 'end',
-                    'columnWidth' => '60%',
-                    'dataLabels' => [
-                        'total' => [
-                            'enabled' => true,
-                            'style' => [
-                                'color' => '#9ca3af',
-                                'fontSize' => '14px',
-                                'fontWeight' => 600,
-                            ],
-                        ]
-                    ],
-                ],
-            ],
-            'dataLabels' => [
-                'enabled' => false,
-            ],
-        ];
-    }
-}

app/Filament/Pages/Widgets/Employees/Charts/CumulativeGrowth.php

@@ -0,0 +1,153 @@
+<?php
+
+namespace App\Filament\Pages\Widgets\Employees\Charts;
+
+use App\Models\Employeeship;
+use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
+
+class CumulativeGrowth extends ApexChartWidget
+{
+    protected static ?int $sort = 1;
+
+    /**
+     * Chart Id
+     *
+     * @var string
+     */
+    protected static string $chartId = 'cumulative-growth';
+
+    protected static ?string $pollingInterval = null;
+
+    protected function getOptions(): array
+    {
+        $startOfYear = today()->startOfYear();
+        $today = today();
+
+        // Company data
+        $employeeData = Employeeship::selectRaw("COUNT(*) as aggregate, DATE_FORMAT(created_at, '%Y%m') as month")
+            ->whereBetween('created_at', [$startOfYear, $today])
+            ->groupByRaw('month')
+            ->get();
+
+        $months = [];
+        for ($month = $startOfYear->copy(); $month->lte($today); $month->addMonth()) {
+            $months[$month->format('Ym')] = 0;
+        }
+
+        $monthlyData = collect($months)->mapWithKeys(static function ($value, $month) use ($employeeData) {
+            $matchingData = $employeeData->firstWhere('month', $month);
+            return [$month => $matchingData->aggregate ?? 0];
+        });
+
+        $totalEmployees = $monthlyData->reduce(static function ($carry, $value) {
+            $carry[] = ($carry ? end($carry) : 0) + $value;
+            return $carry;
+        }, []);
+
+        // Calculate percentage increase and increase in companies per month
+        $newEmployees = [0];
+        $monthlyPercentageChange = [0];
+
+        for ($i = 1, $iMax = count($totalEmployees); $i < $iMax; $i++) {
+            $newEmployees[] = $totalEmployees[$i] - $totalEmployees[$i - 1];
+            $monthlyPercentageChange[] = ($newEmployees[$i] / $totalEmployees[$i - 1]) * 100;
+        }
+
+        $labels = collect($months)->keys()->map(static function ($month) {
+            $year = substr($month, 0, 4);
+            $monthNumber = substr($month, 4);
+
+            return today()->startOfYear()->setDate($year, $monthNumber, 1)->format('M');
+        });
+
+
+        return [
+            'chart' => [
+                'type' => 'area',
+                'height' => 350,
+                'fontFamily' => 'inherit',
+                'toolbar' => [
+                    'show' => false,
+                ],
+            ],
+            'title' => [
+                'text' => 'Cumulative Growth',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '20px',
+                ],
+            ],
+            'subtitle' => [
+                'text' => 'Monthly',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '14px',
+                ],
+            ],
+            'series' => [
+                [
+                    'name' => 'Growth Rate',
+                    'data' => $monthlyPercentageChange,
+                ],
+                [
+                    'name' => 'New Employees',
+                    'data' => $newEmployees,
+                ],
+            ],
+            'xaxis' => [
+                'categories' => $labels,
+                'position' => 'bottom',
+                'labels' => [
+                    'show' => true,
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'yaxis' => [
+                'decimalsInFloat' => 2,
+                'labels' => [
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'dataLabels' => [
+                'enabled' => false,
+            ],
+            'legend' => [
+                'show' => true,
+                'position' => 'bottom',
+                'horizontalAlign' => 'center',
+                'floating' => false,
+                'labels' => [
+                    'useSeriesColors' => true,
+                ],
+                'markers' => [
+                    'width' => 30,
+                    'height' => 8,
+                    'radius' => 0,
+                ],
+            ],
+            'colors' => ['#454DC8', '#22d3ee'],
+            'fill' => [
+                'type' => 'gradient',
+                'gradient' => [
+                    'opacityFrom' => 0.6,
+                    'opacityTo' => 0.8,
+                ],
+            ],
+            'markers' => [
+                'size' => 4,
+                'hover' => [
+                    'size' => 7,
+                ],
+            ],
+            'stroke' => [
+                'curve' => 'smooth',
+            ],
+        ];
+    }
+}

app/Filament/Pages/Widgets/Employees/Charts/CumulativeRoles.php

@@ -0,0 +1,163 @@
+<?php
+
+namespace App\Filament\Pages\Widgets\Employees\Charts;
+
+use App\Models\Employeeship;
+use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
+
+class CumulativeRoles extends ApexChartWidget
+{
+    protected static ?int $sort = 0;
+
+    /**
+     * Chart Id
+     *
+     * @var string
+     */
+    protected static string $chartId = 'cumulative-roles';
+
+    protected static ?string $pollingInterval = null;
+
+    protected function getOptions(): array
+    {
+        $startOfYear = today()->startOfYear();
+        $today = today();
+
+        // Company data
+        $employeeData = Employeeship::selectRaw("COUNT(*) as aggregate, role, DATE_FORMAT(created_at, '%Y%m') as month")
+            ->whereBetween('created_at', [$startOfYear, $today])
+            ->groupByRaw('month, role')
+            ->get();
+
+        $months = [];
+        for ($month = $startOfYear->copy(); $month->lte($today); $month->addMonth()) {
+            $months[$month->format('Ym')] = 0;
+        }
+
+        $monthlyRoleData = collect($months)->mapWithKeys(static function ($value, $month) use ($employeeData) {
+            $editors = $employeeData->where('role', 'editor')->where('month', $month)->first();
+            $admins = $employeeData->where('role', 'admin')->where('month', $month)->first();
+
+            return [
+                $month => [
+                    'editors' => $editors->aggregate ?? 0,
+                    'admins' => $admins->aggregate ?? 0,
+                ]
+            ];
+        });
+
+        $cumulativeEditors = $monthlyRoleData->reduce(static function ($carry, $value) {
+            $carry[] = ($carry ? end($carry) : 0) + $value['editors'];
+            return $carry;
+        }, []);
+
+        $cumulativeAdmins = $monthlyRoleData->reduce(static function ($carry, $value) {
+            $carry[] = ($carry ? end($carry) : 0) + $value['admins'];
+            return $carry;
+        }, []);
+
+        $labels = collect($months)->keys()->map(static function ($month) {
+            $year = substr($month, 0, 4);
+            $monthNumber = substr($month, 4);
+
+            return today()->startOfYear()->setDate($year, $monthNumber, 1)->format('M');
+        });
+
+        return [
+            'chart' => [
+                'type' => 'bar',
+                'height' => 350,
+                'fontFamily' => 'inherit',
+                'toolbar' => [
+                    'show' => false,
+                ],
+            ],
+            'title' => [
+                'text' => 'Cumulative Roles',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '20px',
+                ],
+            ],
+            'subtitle' => [
+                'text' => 'Monthly',
+                'align' => 'left',
+                'margin' => 20,
+                'style' => [
+                    'fontSize' => '14px',
+                ],
+            ],
+            'series' => [
+                [
+                    'name' => 'Editors',
+                    'data' => $cumulativeEditors,
+                ],
+                [
+                    'name' => 'Admins',
+                    'data' => $cumulativeAdmins,
+                ],
+            ],
+            'xaxis' => [
+                'categories' => $labels,
+                'position' => 'bottom',
+                'labels' => [
+                    'show' => true,
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'yaxis' => [
+                'decimalsInFloat' => 2,
+                'labels' => [
+                    'style' => [
+                        'colors' => '#9ca3af',
+                    ],
+                ],
+            ],
+            'dataLabels' => [
+                'enabled' => false,
+            ],
+            'legend' => [
+                'show' => true,
+                'position' => 'bottom',
+                'horizontalAlign' => 'center',
+                'floating' => false,
+                'labels' => [
+                    'useSeriesColors' => true,
+                ],
+                'markers' => [
+                    'width' => 12,
+                    'height' => 12,
+                    'radius' => 0,
+                ],
+            ],
+            'tooltip' => [
+                'enabled' => true,
+                'shared' => true,
+                'intersect' => false,
+                'x' => [
+                    'show' => true,
+                ],
+            ],
+            'colors' => ['#454DC8', '#22d3ee'],
+            'plotOptions' => [
+                'bar' => [
+                    'horizontal' => false,
+                    'endingShape' => 'rounded',
+                    'columnWidth' => '55%',
+                ],
+            ],
+            'markers' => [
+                'size' => 4,
+                'hover' => [
+                    'size' => 7,
+                ],
+            ],
+            'stroke' => [
+                'curve' => 'smooth',
+            ],
+        ];
+    }
+}

app/Filament/Pages/Widgets/Employees/Tables/Employees.php

@@ -13,10 +13,9 @@ use Illuminate\Database\Eloquent\Relations\Relation;
 
 class Employees extends PageWidget
 {
-    protected int|string|array $columnSpan = [
-        'md' => 2,
-        'xl' => 3,
-    ];
+    protected int | string | array $columnSpan = 'full';
+
+    protected static ?int $sort = 2;
 
     protected function getTableQuery(): Builder|Relation
     {
@@ -36,6 +35,7 @@ class Employees extends PageWidget
         return [
             Tables\Filters\SelectFilter::make('name')
                 ->label('Company')
+                ->searchable()
                 ->relationship('companies', 'name', static fn (Builder $query) => $query->whereHas('users')),
         ];
     }
@@ -52,8 +52,7 @@ class Employees extends PageWidget
             Tables\Columns\TextColumn::make('companies.name')
                 ->label('Company')
                 ->sortable()
-                ->searchable()
-                ->weight('semibold'),
+                ->searchable(),
             Tables\Columns\BadgeColumn::make('employeeships.role')
                 ->label('Role')
                 ->enum([
@@ -71,4 +70,4 @@ class Employees extends PageWidget
                 ->sortable(),
         ];
     }
-}
+}

app/Filament/Pages/Widgets/Users/Charts/CumulativeUserData.php

@@ -1,181 +0,0 @@
-<?php
-
-namespace App\Filament\Pages\Widgets\Users\Charts;
-
-use App\Models\User;
-use Leandrocfe\FilamentApexCharts\Widgets\ApexChartWidget;
-
-class CumulativeUserData extends ApexChartWidget
-{
-    protected int|string|array $columnSpan = [
-        'md' => 2,
-        'xl' => 3,
-    ];
-
-    /**
-     * Chart Id
-     *
-     * @var string
-     */
-    protected static string $chartId = 'cumulative-user-data';
-
-    /**
-     * Widget Title
-     *
-     * @var string|null
-     */
-    protected static ?string $heading = 'Cumulative User Data';
-
-    protected function getOptions(): array
-    {
-        $startOfYear = today()->startOfYear();
-        $today = today();
-
-        // Company data
-        $userData = User::selectRaw("COUNT(*) as aggregate, YEARWEEK(created_at, 3) as week")
-            ->whereBetween('created_at', [$startOfYear, $today])
-            ->groupByRaw('week')
-            ->get();
-
-        $weeks = [];
-        for ($week = $startOfYear->copy(); $week->lte($today); $week->addWeek()) {
-            $weeks[$week->format('oW')] = 0;
-        }
-
-        $weeklyData = collect($weeks)->mapWithKeys(static function ($value, $week) use ($userData) {
-            $matchingData = $userData->firstWhere('week', $week);
-            return [$week => $matchingData ? $matchingData->aggregate : 0];
-        });
-
-        $totalUsers = $weeklyData->reduce(static function ($carry, $value) {
-            $carry[] = ($carry ? end($carry) : 0) + $value;
-            return $carry;
-        }, []);
-
-        // Calculate percentage increase and increase in companies per week
-        $newUsers = [0];
-        $weeklyGrowthRate = [0];
-
-        $cumulativeDataLength = count($totalUsers);
-        for ($key = 1; $key < $cumulativeDataLength; $key++) {
-            $value = $totalUsers[$key];
-            $previousWeekValue = $totalUsers[$key - 1];
-            $newUsers[] = $value - $previousWeekValue;
-            $weeklyGrowthRate[] = round((($value - $previousWeekValue) / $previousWeekValue) * 100, 2);
-        }
-
-        $labels = collect($weeks)->keys()->map(static function ($week) {
-            $year = substr($week, 0, 4);
-            $weekNumber = substr($week, 4);
-
-            return today()->setISODate($year, $weekNumber)->format('M d');
-        });
-
-        return [
-            'chart' => [
-                'type' => 'line',
-                'height' => 350,
-                'stacked' => false,
-                'toolbar' => [
-                    'show' => false,
-                ],
-            ],
-            'series' => [
-                [
-                    'name' => 'Weekly Growth Rate',
-                    'type' => 'area',
-                    'data' => $weeklyGrowthRate,
-                ],
-                [
-                    'name' => 'New Users',
-                    'type' => 'line',
-                    'data' => $newUsers,
-                ],
-                [
-                    'name' => 'Total Users',
-                    'type' => 'column',
-                    'data' => $totalUsers,
-                ],
-            ],
-            'xaxis' => [
-                'categories' => $labels,
-                'position' => 'bottom',
-                'labels' => [
-                    'style' => [
-                        'colors' => '#9ca3af',
-                        'fontWeight' => 600,
-                    ],
-                ],
-            ],
-            'yaxis' => [
-                [
-                    'seriesName' => 'Weekly Growth Rate',
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-                [
-                    'seriesName' => 'New Users',
-                    'decimalsInFloat' => 0,
-                    'opposite' => true,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-                [
-                    'seriesName' => 'Total Users',
-                    'decimalsInFloat' => 0,
-                    'opposite' => true,
-                    'labels' => [
-                        'style' => [
-                            'colors' => '#9ca3af',
-                            'fontWeight' => 600,
-                        ],
-                    ],
-                ],
-            ],
-            'legend' => [
-                'position' => 'top',
-                'horizontalAlign' => 'center',
-                'labels' => [
-                    'colors' => '#9ca3af',
-                    'fontWeight' => 600,
-                ],
-            ],
-            'markers' => [
-                'size' => 0,
-            ],
-            'colors' => ['#6d28d9', '#3b82f6', '#d946ef'],
-            'fill' => [
-                'type' => 'gradient',
-                'gradient' => [
-                    'shade' => 'dark',
-                    'type' => 'vertical',
-                    'shadeIntensity' => 0.5,
-                    'gradientToColors' => ['#6d28d9', '#0ea5e9', '#d946ef'],
-                    'inverseColors' => false,
-                    'opacityFrom' => [0.85, 1, 0.75],
-                    'opacityTo' => [0.4, 0.85, 1],
-                    'stops' => [0, 20, 80, 100],
-                ],
-            ],
-            'stroke' => [
-                'width' => [2, 5, 0],
-                'curve' => 'smooth',
-            ],
-            'plotOptions' => [
-                'bar' => [
-                    'borderRadius' => 5,
-                    'borderRadiusApplication' => 'end',
-                    'columnWidth' => '60%',
-                ],
-            ],
-        ];
-    }
-}

app/Filament/Pages/Widgets/Users/Tables/Users.php

@@ -39,8 +39,7 @@ class Users extends PageWidget
             Tables\Columns\TextColumn::make('owned_companies_count')
                 ->counts('ownedCompanies')
                 ->label('Companies')
-                ->weight('semibold')
                 ->sortable(),
         ];
     }
-}
+}

app/Filament/Resources/AccountResource.php

@@ -21,8 +21,8 @@ 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;
+use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class AccountResource extends Resource
 {
@@ -41,118 +41,173 @@ class AccountResource extends Resource
     {
         return $form
             ->schema([
-                Forms\Components\Section::make('General')
+                Forms\Components\Group::make()
                     ->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')
+                        Forms\Components\Section::make('Account Information')
+                            ->schema([
+                                Forms\Components\Select::make('type')
+                                    ->label('Type')
+                                    ->options(Account::getAccountTypes())
                                     ->searchable()
-                                    ->options(Account::getCurrencyCodes())
+                                    ->default('checking')
                                     ->reactive()
-                                    ->afterStateUpdated(static function (callable $set, $state) {
-                                        $code = $state;
-                                        $name = config("money.{$code}.name");
-                                        $set('currency.name', $name);
-                                    })
+                                    ->disablePlaceholderSelection()
                                     ->required(),
-                                Forms\Components\TextInput::make('currency.name')
+                                Forms\Components\TextInput::make('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))
+                                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)
+                                    ->validationAttribute('account number')
                                     ->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'];
+                                ToggleButton::make('enabled')
+                                    ->label('Default Account')
+                                    ->hidden(static fn (Closure $get) => $get('type') === 'credit_card')
+                                    ->offColor('danger')
+                                    ->onColor('primary'),
+                            ])->columns(),
+                        Forms\Components\Section::make('Currency & Balance')
+                            ->schema([
+                                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(),
+                                    ])
+                                    ->pattern(config('money.' . $get('currency_code') . '.symbol_first') ? config('money.' . $get('currency_code') . '.symbol') . 'money' : 'money' . config('money.' . $get('currency_code') . '.symbol'))
+                                    ->lazyPlaceholder(false)),
+                            ])->columns(),
+                        Forms\Components\Tabs::make('Account Specifications')
+                            ->tabs([
+                                Forms\Components\Tabs\Tab::make('Bank Information')
+                                    ->icon('heroicon-o-credit-card')
+                                    ->schema([
+                                        Forms\Components\TextInput::make('bank_name')
+                                            ->label('Bank Name')
+                                            ->maxLength(100),
+                                        Forms\Components\TextInput::make('bank_phone')
+                                            ->label('Bank Phone')
+                                            ->tel()
+                                            ->maxLength(20),
+                                        Forms\Components\Textarea::make('bank_address')
+                                            ->label('Bank Address')
+                                            ->columnSpanFull(),
+                                    ])->columns(),
+                                Forms\Components\Tabs\Tab::make('Additional Information')
+                                    ->icon('heroicon-o-information-circle')
+                                    ->schema([
+                                        Forms\Components\TextInput::make('description')
+                                            ->label('Description')
+                                            ->maxLength(100),
+                                        Forms\Components\SpatieTagsInput::make('tags')
+                                            ->label('Tags')
+                                            ->placeholder('Enter tags...')
+                                            ->type('statuses')
+                                            ->suggestions([
+                                                'Business',
+                                                'Personal',
+                                                'College Fund',
+                                            ]),
+                                        Forms\Components\MarkdownEditor::make('notes')
+                                            ->label('Notes')
+                                            ->columnSpanFull(),
+                                    ])->columns(),
+                            ]),
+                    ])->columnSpan(['lg' => 2]),
 
-                                            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')
+                Forms\Components\Group::make()
                     ->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(),
-            ]);
+                        Forms\Components\Section::make('Routing Information')
+                            ->schema([
+                                Forms\Components\TextInput::make('aba_routing_number')
+                                    ->label('ABA Number')
+                                    ->integer()
+                                    ->length(9),
+                                Forms\Components\TextInput::make('ach_routing_number')
+                                    ->label('ACH Number')
+                                    ->integer()
+                                    ->length(9),
+                            ]),
+                        Forms\Components\Section::make('International Bank Information')
+                            ->schema([
+                                Forms\Components\TextInput::make('bic_swift_code')
+                                    ->label('BIC/SWIFT Code')
+                                    ->maxLength(11),
+                                Forms\Components\TextInput::make('iban')
+                                    ->label('IBAN')
+                                    ->maxLength(34),
+                            ]),
+                    ])->columnSpan(['lg' => 1]),
+            ])->columns(3);
     }
 
     /**
@@ -163,23 +218,37 @@ class AccountResource extends Resource
         return $table
             ->columns([
                 Tables\Columns\TextColumn::make('name')
+                    ->label('Account')
                     ->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()
+                    ->description(static fn (Account $record) => $record->number ?: 'N/A')
                     ->sortable(),
                 Tables\Columns\TextColumn::make('bank_name')
-                    ->label('Bank Name')
+                    ->label('Bank')
+                    ->placeholder('N/A')
+                    ->description(static fn (Account $record) => $record->bank_phone ?: 'N/A')
                     ->searchable()
                     ->sortable(),
-                Tables\Columns\TextColumn::make('bank_phone')
-                    ->label('Phone')
-                    ->formatStateUsing(static fn ($record) => ($record->bank_phone !== '') ? vsprintf('(%d%d%d) %d%d%d-%d%d%d%d', str_split($record->bank_phone)) : '-'),
+                Tables\Columns\BadgeColumn::make('status')
+                    ->label('Status')
+                    ->colors([
+                        'primary' => 'open',
+                        'success' => 'active',
+                        'secondary' => 'dormant',
+                        'warning' => 'restricted',
+                        'danger' => 'closed',
+                    ])
+                    ->icons([
+                        'heroicon-o-cash' => 'open',
+                        'heroicon-o-clock' => 'active',
+                        'heroicon-o-status-offline' => 'dormant',
+                        'heroicon-o-exclamation' => 'restricted',
+                        'heroicon-o-x-circle' => 'closed',
+                    ])
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('opening_balance')
                     ->label('Current Balance')
                     ->sortable()
@@ -222,14 +291,14 @@ class AccountResource extends Resource
                     }),
             ]);
     }
-    
+
     public static function getRelations(): array
     {
         return [
             //
         ];
     }
-    
+
     public static function getPages(): array
     {
         return [
@@ -237,5 +306,5 @@ class AccountResource extends Resource
             'create' => Pages\CreateAccount::route('/create'),
             'edit' => Pages\EditAccount::route('/{record}/edit'),
         ];
-    }    
+    }
 }

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

@@ -4,9 +4,11 @@ namespace App\Filament\Resources\AccountResource\Pages;
 
 use App\Filament\Resources\AccountResource;
 use App\Models\Banking\Account;
+use Filament\Notifications\Notification;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\CreateRecord;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 
 class CreateAccount extends CreateRecord
@@ -15,38 +17,68 @@ class CreateAccount extends CreateRecord
 
     protected function getRedirectUrl(): string
     {
-        return $this->getResource()::getUrl('index');
+        return self::getResource()::getUrl('index');
     }
 
     protected function mutateFormDataBeforeCreate(array $data): array
     {
-        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['created_by'] = Auth::id();
+
         return $data;
     }
 
     protected function handleRecordCreation(array $data): Model
     {
-        $currentCompanyId = auth()->user()->currentCompany->id;
-        $accountId = $data['id'] ?? null;
-        $enabledAccountsCount = Account::where('company_id', $currentCompanyId)
+        return DB::transaction(function () use ($data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+
+            $enabled = (bool)($data['enabled'] ?? false); // Ensure $enabled is always a boolean
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId);
+            } else {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordCreation($data);
+        });
+    }
+
+    protected function disableExistingRecord($companyId): void
+    {
+        $existingEnabledRecord = Account::where('company_id', $companyId)
             ->where('enabled', true)
-            ->where('id', '!=', $accountId)
-            ->count();
+            ->first();
 
-        if ($data['enabled'] === true && $enabledAccountsCount > 0) {
-            $this->disableOtherAccounts($currentCompanyId, $accountId);
-        } elseif ($data['enabled'] === false && $enabledAccountsCount < 1) {
-            $data['enabled'] = true;
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+            $this->defaultAccountChanged();
         }
+    }
 
-        return parent::handleRecordCreation($data);
+    protected function ensureAtLeastOneEnabled($companyId, &$enabled): void
+    {
+        $enabledAccountsCount = Account::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->count();
+
+        if ($enabledAccountsCount === 0) {
+            $enabled = true;
+        }
     }
 
-    protected function disableOtherAccounts($companyId, $accountId): void
+    protected function defaultAccountChanged(): void
     {
-        DB::table('accounts')
-            ->where('company_id', $companyId)
-            ->where('id', '!=', $accountId)
-            ->update(['enabled' => false]);
+        Notification::make()
+            ->warning()
+            ->title('Default account updated')
+            ->body('Your default account has been updated. Please check your account settings to review this change and ensure it is correct.')
+            ->persistent()
+            ->send();
     }
 }

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

@@ -4,9 +4,11 @@ namespace App\Filament\Resources\AccountResource\Pages;
 
 use App\Filament\Resources\AccountResource;
 use App\Models\Banking\Account;
+use Filament\Notifications\Notification;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\EditRecord;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 
 class EditAccount extends EditRecord
@@ -27,33 +29,68 @@ class EditAccount extends EditRecord
 
     protected function mutateFormDataBeforeSave(array $data): array
     {
-        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['updated_by'] = Auth::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', $currentCompanyId)
+        return DB::transaction(function () use ($record, $data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $recordId = $record->id;
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            // If the record is enabled, disable all other records for the same company
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $recordId);
+            }
+            // If the record is disabled, ensure at least one record remains enabled
+            elseif ($enabled === false) {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $recordId, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordUpdate($record, $data);
+        });
+    }
+
+    protected function disableExistingRecord(int $companyId, int $recordId): void
+    {
+        $existingEnabledAccount = Account::where('company_id', $companyId)
             ->where('enabled', true)
-            ->where('id', '!=', $accountId)
-            ->count();
+            ->where('id', '!=', $recordId)
+            ->first();
 
-        if ($data['enabled'] === true && $enabledAccountsCount > 0) {
-            $this->disableOtherAccounts($currentCompanyId, $accountId);
-        } elseif ($data['enabled'] === false && $enabledAccountsCount < 1) {
-            $data['enabled'] = true;
+        if ($existingEnabledAccount !== null) {
+            $existingEnabledAccount->enabled = false;
+            $existingEnabledAccount->save();
+            $this->defaultAccountChanged();
         }
+    }
 
-        return parent::handleRecordUpdate($record, $data);
+    protected function ensureAtLeastOneEnabled(int $companyId, int $recordId, bool &$enabled): void
+    {
+        $enabledAccountsCount = Account::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('id', '!=', $recordId)
+            ->count();
+
+        if ($enabledAccountsCount === 0) {
+            $enabled = true;
+        }
     }
 
-    protected function disableOtherAccounts($companyId, $accountId): void
+    protected function defaultAccountChanged(): void
     {
-        DB::table('accounts')
-            ->where('company_id', $companyId)
-            ->where('id', '!=', $accountId)
-            ->update(['enabled' => false]);
+        Notification::make()
+            ->warning()
+            ->title('Default account updated')
+            ->body('Your default account has been updated. Please check your account settings to review this change and ensure it is correct.')
+            ->persistent()
+            ->send();
     }
 }

app/Filament/Resources/CategoryResource.php

@@ -0,0 +1,140 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\CategoryResource\Pages;
+use App\Filament\Resources\CategoryResource\RelationManagers;
+use Wallo\FilamentSelectify\Components\ToggleButton;
+use App\Models\Setting\Category;
+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\Support\Collection;
+
+class CategoryResource extends Resource
+{
+    protected static ?string $model = Category::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-folder';
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\TextInput::make('name')
+                            ->label('Name')
+                            ->required(),
+                        Forms\Components\ColorPicker::make('color')
+                            ->label('Color')
+                            ->default('#4f46e5')
+                            ->required(),
+                        Forms\Components\Select::make('type')
+                            ->label('Type')
+                            ->options(Category::getCategoryTypes())
+                            ->searchable()
+                            ->required(),
+                        ToggleButton::make('enabled')
+                            ->label('Default')
+                            ->offColor('danger')
+                            ->onColor('primary'),
+                    ])->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 (Category $record) => $record->enabled ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (Category $record) => $record->enabled ? "Default " .ucwords($record->type) . " Category" : null)
+                    ->iconPosition('after')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('type')
+                    ->label('Type')
+                    ->formatStateUsing(static fn (Category $record): string => ucwords($record->type))
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\ColorColumn::make('color')
+                    ->label('Color')
+                    ->copyable()
+                    ->copyMessage('Color copied to clipboard.'),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make()
+                    ->before(static function (Category $record, Tables\Actions\DeleteAction $action) {
+                        if ($record->enabled) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(__('The :name category is currently set as your default :Type category and cannot be deleted. Please set a different category as your default before attempting to delete this one.', ['name' => $record->name, 'Type' => ucwords($record->type)]))
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make()
+                    ->before(static function (Collection $records, Tables\Actions\DeleteBulkAction $action) {
+                        $defaultCategories = $records->filter(static function (Category $record) {
+                            return $record->enabled;
+                        });
+
+                        if ($defaultCategories->isNotEmpty()) {
+                            $defaultCategoryNames = $defaultCategories->pluck('name')->toArray();
+
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(static function () use ($defaultCategoryNames) {
+                                    $message = __('The following categories are currently set as your default and cannot be deleted. Please set a different category as your default before attempting to delete these ones.') . "<br><br>";
+                                    $message .= implode("<br>", array_map(static function ($name) {
+                                        return "&bull; " . $name;
+                                    }, $defaultCategoryNames));
+                                    return $message;
+                                })
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListCategories::route('/'),
+            'create' => Pages\CreateCategory::route('/create'),
+            'edit' => Pages\EditCategory::route('/{record}/edit'),
+        ];
+    }
+}

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

@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Filament\Resources\CategoryResource\Pages;
+
+use App\Filament\Resources\CategoryResource;
+use App\Models\Setting\Category;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+
+class CreateCategory extends CreateRecord
+{
+    protected static string $resource = CategoryResource::class;
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['created_by'] = Auth::id();
+
+        return $data;
+    }
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        return DB::transaction(function () use ($data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $type = $data['type'] ?? null;
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $type);
+            } else {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $type, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordCreation($data);
+        });
+    }
+
+    protected function disableExistingRecord(int $companyId, string $type): void
+    {
+        $existingEnabledRecord = Category::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $type)
+            ->first();
+
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+        }
+    }
+
+    protected function ensureAtLeastOneEnabled(int $companyId, string $type, bool &$enabled): void
+    {
+        $otherEnabledRecords = Category::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $type)
+            ->count();
+
+        if ($otherEnabledRecords === 0) {
+            $enabled = true;
+        }
+    }
+}

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

@@ -0,0 +1,104 @@
+<?php
+
+namespace App\Filament\Resources\CategoryResource\Pages;
+
+use App\Filament\Resources\CategoryResource;
+use App\Models\Setting\Category;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+
+class EditCategory extends EditRecord
+{
+    protected static string $resource = CategoryResource::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;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['updated_by'] = Auth::id();
+
+        return $data;
+    }
+
+    protected function handleRecordUpdate(Model|Category $record, array $data): Model|Category
+    {
+        return DB::transaction(function () use ($record, $data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $recordId = $record->id;
+            $oldType = $record->type;
+            $newType = $data['type'];
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            // If the record type has changed and it was previously enabled
+            if ($oldType !== $newType && $record->enabled) {
+                $this->changeRecordType($currentCompanyId, $recordId, $oldType);
+            }
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $recordId, $newType);
+            } elseif ($enabled === false) {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $recordId, $newType, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordUpdate($record, $data);
+        });
+    }
+
+    protected function changeRecordType(int $companyId, int $recordId, string $oldType): void
+    {
+        $oldTypeRecord = $this->getCompanyRecord($companyId, $oldType, $recordId);
+
+        if ($oldTypeRecord) {
+            $oldTypeRecord->enabled = true;
+            $oldTypeRecord->save();
+        }
+    }
+
+    protected function disableExistingRecord(int $companyId, int $recordId, string $newType): void
+    {
+        $existingEnabledRecord = $this->getCompanyRecord($companyId, $newType, $recordId);
+
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+        }
+    }
+
+    protected function ensureAtLeastOneEnabled(int $companyId, int $recordId, string $newType, bool &$enabled): void
+    {
+        $otherEnabledRecords = Category::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $newType)
+            ->where('id', '!=', $recordId)
+            ->count();
+
+        if ($otherEnabledRecords === 0) {
+            $enabled = true;
+        }
+    }
+
+    protected function getCompanyRecord(int $companyId, string $type, int $recordId): ?Category
+    {
+        return Category::where('company_id', $companyId)
+            ->where('type', $type)
+            ->where('id', '!=', $recordId)
+            ->first();
+    }
+}

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

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

app/Filament/Resources/CurrencyResource.php

@@ -19,6 +19,9 @@ use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\SoftDeletingScope;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Blade;
+use Illuminate\Support\HtmlString;
+use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class CurrencyResource extends Resource
 {
@@ -38,12 +41,13 @@ class CurrencyResource extends Resource
         return $form
             ->schema([
                 Forms\Components\Section::make('General')
+                    ->description('The default currency is used for all transactions and reports and cannot be deleted. Currency precision determines the number of decimal places to display when formatting currency amounts. The currency rate is set to 1 for the default currency and is utilized as the basis for setting exchange rates for all other currencies.')
                     ->schema([
                         Forms\Components\Select::make('code')
                             ->label('Code')
                             ->options(Currency::getCurrencyCodes())
                             ->searchable()
-                            ->placeholder('- Select Code -')
+                            ->placeholder('Select a currency code...')
                             ->reactive()
                             ->afterStateUpdated(static function (Closure $set, $state) {
                                 $code = $state;
@@ -64,14 +68,13 @@ class CurrencyResource extends Resource
                             ->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()
+                            ->reactive()
                             ->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()
@@ -86,35 +89,32 @@ class CurrencyResource extends Resource
                         Forms\Components\Select::make('precision')
                             ->label('Precision')
                             ->searchable()
-                            ->placeholder('- Select Precision -')
+                            ->placeholder('Select the currency 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 -')
+                            ->boolean('Before Amount', 'After Amount', 'Select the currency 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')
+                        ToggleButton::make('enabled')
                             ->label('Default Currency')
                             ->reactive()
-                            ->inline()
-                            ->afterStateUpdated(static fn (Closure $set, $state) => $state ? $set('rate', '1') : $set('rate', null))
-                            ->default(false),
+                            ->offColor('danger')
+                            ->onColor('primary')
+                            ->afterStateUpdated(static fn (Closure $set, $state) => $state ? $set('rate', '1') : null),
                     ])->columns(),
             ]);
     }
@@ -209,14 +209,14 @@ class CurrencyResource extends Resource
                     }),
             ]);
     }
-    
+
     public static function getRelations(): array
     {
         return [
             //
         ];
     }
-    
+
     public static function getPages(): array
     {
         return [
@@ -224,5 +224,5 @@ class CurrencyResource extends Resource
             'create' => Pages\CreateCurrency::route('/create'),
             'edit' => Pages\EditCurrency::route('/{record}/edit'),
         ];
-    }    
+    }
 }

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

@@ -7,6 +7,7 @@ use App\Models\Setting\Currency;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\CreateRecord;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 
 class CreateCurrency extends CreateRecord
@@ -20,34 +21,52 @@ class CreateCurrency extends CreateRecord
 
     protected function mutateFormDataBeforeCreate(array $data): array
     {
-        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['created_by'] = Auth::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', '!=', $currencyId)
-            ->count();
+        return DB::transaction(function () use ($data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
 
-        if ($data['enabled'] === '1' && $enabledCurrenciesCount > 0) {
-            $this->disableOtherCurrencies($currentCompanyId, $currencyId);
-        } elseif ($data['enabled'] === '0' && $enabledCurrenciesCount < 1) {
-            $data['enabled'] = '1';
-        }
+            $enabled = (bool)($data['enabled'] ?? false); // Ensure $enabled is always a boolean
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId);
+            } else {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordCreation($data);
+        });
+    }
 
-        return parent::handleRecordCreation($data);
+    protected function disableExistingRecord($companyId): void
+    {
+        $existingEnabledRecord = Currency::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->first();
+
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+        }
     }
 
-    protected function disableOtherCurrencies($companyId, $currencyId): void
+    protected function ensureAtLeastOneEnabled($companyId, &$enabled): void
     {
-        DB::table('currencies')
-            ->where('company_id', $companyId)
-            ->where('id', '!=', $currencyId)
-            ->update(['enabled' => '0']);
+        $enabledAccountsCount = Currency::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->count();
+
+        if ($enabledAccountsCount === 0) {
+            $enabled = true;
+        }
     }
 }

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

@@ -3,10 +3,12 @@
 namespace App\Filament\Resources\CurrencyResource\Pages;
 
 use App\Filament\Resources\CurrencyResource;
+use App\Models\Banking\Account;
 use App\Models\Setting\Currency;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\EditRecord;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 
 class EditCurrency extends EditRecord
@@ -27,33 +29,57 @@ class EditCurrency extends EditRecord
 
     protected function mutateFormDataBeforeSave(array $data): array
     {
-        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['updated_by'] = Auth::id();
+
         return $data;
     }
 
-    protected function handleRecordUpdate(Model|Currency $record, array $data): Model|Currency
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        return DB::transaction(function () use ($record, $data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $recordId = $record->id;
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            // If the record is enabled, disable all other records for the same company
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $recordId);
+            }
+            // If the record is disabled, ensure at least one record remains enabled
+            elseif ($enabled === false) {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $recordId, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordUpdate($record, $data);
+        });
+    }
+
+    protected function disableExistingRecord(int $companyId, int $recordId): void
     {
-        $currentCompanyId = auth()->user()->currentCompany->id;
-        $currencyId = $record->id;
-        $enabledCurrenciesCount = Currency::where('company_id', $currentCompanyId)
+        $existingEnabledAccount = Currency::where('company_id', $companyId)
             ->where('enabled', true)
-            ->where('id', '!=', $currencyId)
-            ->count();
+            ->where('id', '!=', $recordId)
+            ->first();
 
-        if ($data['enabled'] === true && $enabledCurrenciesCount > 0) {
-            $this->disableOtherCurrencies($currentCompanyId, $currencyId);
-        } elseif ($data['enabled'] === false && $enabledCurrenciesCount < 1) {
-            $data['enabled'] = true;
+        if ($existingEnabledAccount !== null) {
+            $existingEnabledAccount->enabled = false;
+            $existingEnabledAccount->save();
         }
-
-        return parent::handleRecordUpdate($record, $data);
     }
 
-    protected function disableOtherCurrencies($companyId, $currencyId): void
+    protected function ensureAtLeastOneEnabled(int $companyId, int $recordId, bool &$enabled): void
     {
-        DB::table('currencies')
-            ->where('company_id', $companyId)
-            ->where('id', '!=', $currencyId)
-            ->update(['enabled' => false]);
+        $enabledAccountsCount = Currency::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('id', '!=', $recordId)
+            ->count();
+
+        if ($enabledAccountsCount === 0) {
+            $enabled = true;
+        }
     }
 }

app/Filament/Resources/CustomerResource.php

@@ -5,6 +5,7 @@ namespace App\Filament\Resources;
 use App\Actions\Banking\CreateCurrencyFromAccount;
 use App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource\RelationManagers;
+use Wallo\FilamentSelectify\Components\ButtonGroup;
 use App\Models\Banking\Account;
 use App\Models\Contact;
 use Filament\Forms;
@@ -16,12 +17,14 @@ use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\SoftDeletingScope;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
+use Squire\Models\Country;
+use Squire\Models\Region;
 
 class CustomerResource extends Resource
 {
     protected static ?string $model = Contact::class;
 
-    protected static ?string $navigationIcon = 'heroicon-o-collection';
+    protected static ?string $navigationIcon = 'heroicon-o-user-group';
 
     protected static ?string $navigationGroup = 'Sales';
 
@@ -32,7 +35,7 @@ class CustomerResource extends Resource
     public static function getEloquentQuery(): Builder
     {
         return parent::getEloquentQuery()
-            ->where('type', 'customer')
+            ->customer()
             ->where('company_id', Auth::user()->currentCompany->id);
     }
 
@@ -42,43 +45,50 @@ class CustomerResource extends Resource
             ->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\Grid::make(3)
+                            ->schema([
+                                ButtonGroup::make('entity')
+                                    ->label('Entity')
+                                    ->options([
+                                        'individual' => 'Individual',
+                                        'company' => 'Company',
+                                    ])
+                                    ->gridDirection('column')
+                                    ->default('individual')
+                                    ->columnSpan(1)
+                                    ->required(),
+                                Forms\Components\Grid::make()
+                                    ->schema([
+                                        Forms\Components\TextInput::make('name')
+                                            ->label('Name')
+                                            ->maxLength(100)
+                                            ->required(),
+                                        Forms\Components\TextInput::make('email')
+                                            ->label('Email')
+                                            ->email()
+                                            ->nullable(),
+                                        Forms\Components\TextInput::make('phone')
+                                            ->label('Phone')
+                                            ->tel()
+                                            ->maxLength(20),
+                                        Forms\Components\TextInput::make('website')
+                                            ->label('Website')
+                                            ->maxLength(100)
+                                            ->url()
+                                            ->nullable(),
+                                        Forms\Components\TextInput::make('reference')
+                                            ->label('Reference')
+                                            ->maxLength(100)
+                                            ->columnSpan(2)
+                                            ->nullable(),
+                                    ])->columnSpan(2),
+                            ]),
+                    ])->columns(),
                 Forms\Components\Section::make('Billing')
                     ->schema([
                         Forms\Components\TextInput::make('tax_number')
+                            ->label('Tax Number')
                             ->maxLength(100)
-                            ->placeholder('Enter Tax Number')
                             ->nullable(),
                         Forms\Components\Select::make('currency_code')
                             ->label('Currency')
@@ -135,33 +145,44 @@ class CustomerResource extends Resource
                 ])->columns(2),
                 Forms\Components\Section::make('Address')
                     ->schema([
-                        Forms\Components\Textarea::make('address')
+                        Forms\Components\TextInput::make('address')
                             ->label('Address')
                             ->maxLength(100)
-                            ->placeholder('Enter Address')
                             ->columnSpanFull()
                             ->nullable(),
+                        Forms\Components\Select::make('country')
+                            ->label('Country')
+                            ->searchable()
+                            ->reactive()
+                            ->options(Contact::getCountryOptions())
+                            ->nullable(),
+                        Forms\Components\Select::make('doesnt_exist') // TODO: Remove this when we have a better way to handle the searchable select when disabled
+                            ->label('Province/State')
+                            ->disabled()
+                            ->hidden(static fn (callable $get) => $get('country') !== null),
+                        Forms\Components\Select::make('state')
+                            ->label('Province/State')
+                            ->hidden(static fn (callable $get) => $get('country') === null)
+                            ->options(static function (callable $get) {
+                                $country = $get('country');
+
+                                if (! $country) {
+                                    return [];
+                                }
+
+                                return Contact::getRegionOptions($country);
+                            })
+                            ->searchable()
+                            ->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),
+                    ])->columns(),
             ]);
     }
 
@@ -170,21 +191,22 @@ class CustomerResource extends Resource
         return $table
             ->columns([
                 Tables\Columns\TextColumn::make('name')
+                    ->label('Name')
                     ->weight('semibold')
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('tax_number')
+                    ->description(static fn (Contact $record) => $record->tax_number ?: 'N/A')
                     ->searchable()
                     ->sortable(),
                 Tables\Columns\TextColumn::make('email')
-                    ->searchable(),
-                Tables\Columns\TextColumn::make('phone')
-                    ->searchable(),
-                Tables\Columns\TextColumn::make('country')
+                    ->label('Email')
+                    ->formatStateUsing(static fn (Contact $record) => $record->email ?: 'N/A')
+                    ->description(static fn (Contact $record) => $record->phone ?: 'N/A')
                     ->searchable()
                     ->sortable(),
-                Tables\Columns\TextColumn::make('currency.name')
+                Tables\Columns\TextColumn::make('country')
+                    ->label('Country')
                     ->searchable()
+                    ->formatStateUsing(static fn (Contact $record) => $record->country ?: 'N/A')
+                    ->description(static fn (Contact $record) => $record->currency->name ?: 'N/A')
                     ->sortable(),
             ])
             ->filters([
@@ -197,14 +219,14 @@ class CustomerResource extends Resource
                 Tables\Actions\DeleteBulkAction::make(),
             ]);
     }
-    
+
     public static function getRelations(): array
     {
         return [
             //
         ];
     }
-    
+
     public static function getPages(): array
     {
         return [
@@ -212,5 +234,5 @@ class CustomerResource extends Resource
             'create' => Pages\CreateCustomer::route('/create'),
             'edit' => Pages\EditCustomer::route('/{record}/edit'),
         ];
-    }    
+    }
 }

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

@@ -5,6 +5,8 @@ namespace App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Support\Facades\Auth;
+use Squire\Models\Region;
 
 class CreateCustomer extends CreateRecord
 {
@@ -17,9 +19,10 @@ class CreateCustomer extends CreateRecord
 
     protected function mutateFormDataBeforeCreate(array $data): array
     {
-        $data['company_id'] = auth()->user()->currentCompany->id;
+        $data['company_id'] = Auth::user()->currentCompany->id;
         $data['type'] = 'customer';
-        $data['created_by'] = auth()->id();
+        $data['created_by'] = Auth::id();
+
         return $data;
     }
 }

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

@@ -5,6 +5,7 @@ namespace App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\EditRecord;
+use Illuminate\Support\Facades\Auth;
 
 class EditCustomer extends EditRecord
 {
@@ -16,4 +17,17 @@ class EditCustomer extends EditRecord
             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;
+        $data['updated_by'] = Auth::id();
+
+        return $data;
+    }
 }

app/Filament/Resources/DiscountResource.php

@@ -0,0 +1,186 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\DiscountResource\Pages;
+use App\Filament\Resources\DiscountResource\RelationManagers;
+use App\Models\Setting\Discount;
+use App\Models\Setting\Tax;
+use Filament\Forms;
+use Filament\Forms\Components\TextInput\Mask;
+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 Wallo\FilamentSelectify\Components\ToggleButton;
+
+class DiscountResource extends Resource
+{
+    protected static ?string $model = Discount::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-tag';
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                ->schema([
+                    Forms\Components\TextInput::make('name')
+                        ->label('Name')
+                        ->required(),
+                    Forms\Components\TextInput::make('description')
+                        ->label('Description'),
+                    Forms\Components\Select::make('computation')
+                        ->label('Computation')
+                        ->options(Discount::getComputationTypes())
+                        ->reactive()
+                        ->searchable()
+                        ->default('percentage')
+                        ->required(),
+                    Forms\Components\TextInput::make('rate')
+                        ->label('Rate')
+                        ->mask(static fn (Mask $mask) => $mask
+                            ->numeric()
+                            ->decimalPlaces(4)
+                            ->decimalSeparator('.')
+                            ->thousandsSeparator(',')
+                            ->minValue(0)
+                            ->normalizeZeros()
+                            ->padFractionalZeros()
+                        )
+                        ->suffix(static function (callable $get) {
+                            $computation = $get('computation');
+
+                            if ($computation === 'percentage') {
+                                return '%';
+                            }
+
+                            return null;
+                        })
+                        ->default(0.0000)
+                        ->required(),
+                    Forms\Components\Select::make('type')
+                        ->label('Type')
+                        ->options(Discount::getDiscountTypes())
+                        ->searchable()
+                        ->default('sales')
+                        ->required(),
+                    Forms\Components\Select::make('scope')
+                        ->label('Scope')
+                        ->options(Discount::getDiscountScopes())
+                        ->searchable(),
+                    Forms\Components\DateTimePicker::make('start_date')
+                        ->label('Start Date')
+                        ->minDate(now())
+                        ->maxDate(now()->addYear())
+                        ->format('Y-m-d H:i:s')
+                        ->displayFormat('F d, Y H:i')
+                        ->withoutSeconds()
+                        ->disabled(static fn (Discount $record) => $record->start_date->isPast())
+                        ->helperText(static fn (Forms\Components\DateTimePicker $component) => $component->isDisabled() ? 'Start date cannot be changed after the discount has begun.' : null),
+                    Forms\Components\DateTimePicker::make('end_date')
+                        ->label('End Date')
+                        ->minDate(now())
+                        ->maxDate(now()->addYears(2))
+                        ->format('Y-m-d H:i:s')
+                        ->displayFormat('F d, Y H:i')
+                        ->withoutSeconds(),
+                    ToggleButton::make('enabled')
+                        ->label('Default')
+                        ->offColor('danger')
+                        ->onColor('primary'),
+                ])->columns(),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->label('Name')
+                    ->weight('semibold')
+                    ->icon(static fn (Discount $record) => $record->enabled ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (Discount $record) => $record->enabled ? "Default ". ucwords($record->type) . " Discount" : null)
+                    ->iconPosition('after')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('computation')
+                    ->label('Computation')
+                    ->formatStateUsing(static fn (Discount $record) => ucwords($record->computation))
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('rate')
+                    ->label('Rate')
+                    ->formatStateUsing(static function (Discount $record) {
+                        $rate = $record->rate;
+
+                        if (str_contains($rate, '.')) {
+                            $rate = rtrim(rtrim($rate, '0'), '.');
+                        }
+
+                        return $rate . ($record->computation === 'percentage' ? '%' : null);
+                    })
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\BadgeColumn::make('type')
+                    ->label('Type')
+                    ->formatStateUsing(static fn (Discount $record) => ucwords($record->type))
+                    ->colors([
+                        'success' => 'sales',
+                        'warning' => 'purchase',
+                        'secondary' => 'none',
+                    ])
+                    ->icons([
+                        'heroicon-o-cash' => 'sales',
+                        'heroicon-o-shopping-bag' => 'purchase',
+                        'heroicon-o-x-circle' => 'none',
+                    ])
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('start_date')
+                ->label('Start Date')
+                ->formatStateUsing(static fn (Discount $record) => $record->start_date ? $record->start_date->format('F d, Y H:i') : null)
+                ->searchable()
+                ->sortable(),
+                Tables\Columns\TextColumn::make('end_date')
+                ->label('End Date')
+                ->formatStateUsing(static fn (Discount $record) => $record->end_date ? $record->end_date->format('F d, Y H:i') : null)
+                ->color(static fn(Discount $record) => $record->end_date?->isPast() ? 'danger' : null)
+                ->searchable()
+                ->sortable(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                // Create a cron job to update recurring discounts once they have expired
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make(),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListDiscounts::route('/'),
+            'create' => Pages\CreateDiscount::route('/create'),
+            'edit' => Pages\EditDiscount::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Resources/DiscountResource/Pages/CreateDiscount.php

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

app/Filament/Resources/DiscountResource/Pages/EditDiscount.php

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

app/Filament/Resources/DiscountResource/Pages/ListDiscounts.php

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

app/Filament/Resources/InvoiceResource.php

@@ -4,6 +4,8 @@ namespace App\Filament\Resources;
 
 use App\Filament\Resources\InvoiceResource\Pages;
 use App\Filament\Resources\InvoiceResource\RelationManagers;
+use Wallo\FilamentSelectify\Components\ButtonGroup;
+use App\Models\Banking\Account;
 use App\Models\Document\Document;
 use Filament\Forms;
 use Filament\Resources\Form;
@@ -18,7 +20,7 @@ class InvoiceResource extends Resource
 {
     protected static ?string $model = Document::class;
 
-    protected static ?string $navigationIcon = 'heroicon-o-collection';
+    protected static ?string $navigationIcon = 'heroicon-o-document-text';
 
     protected static ?string $navigationGroup = 'Sales';
 
@@ -37,7 +39,68 @@ class InvoiceResource extends Resource
     {
         return $form
             ->schema([
-                //
+                Forms\Components\Section::make('Billing')
+                    ->schema([
+                        Forms\Components\Grid::make(3)
+                            ->schema([
+                                Forms\Components\Select::make('contact_id')
+                                    ->label('Customer')
+                                    ->preload()
+                                    ->placeholder('Select a customer')
+                                    ->relationship('contact', 'name', static fn (Builder $query) => $query->where('type', 'customer')->where('company_id', Auth::user()->currentCompany->id))
+                                    ->searchable()
+                                    ->required()
+                                    ->createOptionForm([
+                                        ButtonGroup::make('contact.entity')
+                                            ->label('Entity')
+                                            ->options([
+                                                'company' => 'Company',
+                                                'individual' => 'Individual',
+                                            ])
+                                            ->default('company')
+                                            ->required(),
+                                        Forms\Components\TextInput::make('contact.name')
+                                            ->label('Name')
+                                            ->maxLength(100)
+                                            ->required(),
+                                        Forms\Components\TextInput::make('contact.email')
+                                            ->label('Email')
+                                            ->email()
+                                            ->nullable(),
+                                        Forms\Components\TextInput::make('contact.phone')
+                                            ->label('Phone')
+                                            ->tel()
+                                            ->maxLength(20),
+                                        Forms\Components\Select::make('contact.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(),
+                                    ])->columnSpan(1),
+                                Forms\Components\Grid::make(2)
+                                    ->schema([
+                                        Forms\Components\DatePicker::make('document_date')
+                                            ->label('Invoice Date')
+                                            ->default(now())
+                                            ->format('Y-m-d')
+                                            ->required(),
+                                        Forms\Components\DatePicker::make('due_date')
+                                            ->label('Due Date')
+                                            ->default(now())
+                                            ->format('Y-m-d')
+                                            ->required(),
+                                        Forms\Components\TextInput::make('document_number')
+                                            ->label('Invoice Number')
+                                            ->required(),
+                                        Forms\Components\TextInput::make('order_number')
+                                            ->label('Order Number')
+                                            ->nullable(),
+                                    ])->columnSpan(2),
+                            ])->columns(3),
+                    ])->columns(3),
             ]);
     }
 
@@ -57,14 +120,14 @@ class InvoiceResource extends Resource
                 Tables\Actions\DeleteBulkAction::make(),
             ]);
     }
-    
+
     public static function getRelations(): array
     {
         return [
-            //
+            RelationManagers\DocumentItemsRelationManager::class,
         ];
     }
-    
+
     public static function getPages(): array
     {
         return [
@@ -72,5 +135,5 @@ class InvoiceResource extends Resource
             'create' => Pages\CreateInvoice::route('/create'),
             'edit' => Pages\EditInvoice::route('/{record}/edit'),
         ];
-    }    
+    }
 }

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

@@ -5,8 +5,20 @@ namespace App\Filament\Resources\InvoiceResource\Pages;
 use App\Filament\Resources\InvoiceResource;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Support\Facades\Auth;
 
 class CreateInvoice extends CreateRecord
 {
     protected static string $resource = InvoiceResource::class;
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['type'] = 'invoice';
+        $data['status'] = 'draft';
+        $data['amount'] = 0;
+        $data['created_by'] = Auth::id();
+
+        return $data;
+    }
 }

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

@@ -5,6 +5,7 @@ namespace App\Filament\Resources\InvoiceResource\Pages;
 use App\Filament\Resources\InvoiceResource;
 use Filament\Pages\Actions;
 use Filament\Resources\Pages\EditRecord;
+use Illuminate\Support\Facades\Auth;
 
 class EditInvoice extends EditRecord
 {
@@ -16,4 +17,17 @@ class EditInvoice extends EditRecord
             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;
+        $data['updated_by'] = Auth::id();
+
+        return $data;
+    }
 }

app/Filament/Resources/InvoiceResource/RelationManagers/DocumentItemsRelationManager.php

@@ -0,0 +1,49 @@
+<?php
+
+namespace App\Filament\Resources\InvoiceResource\RelationManagers;
+
+use Filament\Forms;
+use Filament\Resources\Form;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Resources\Table;
+use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\SoftDeletingScope;
+
+class DocumentItemsRelationManager extends RelationManager
+{
+    protected static string $relationship = 'items';
+
+    protected static ?string $recordTitleAttribute = 'invoice';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\TextInput::make('item')
+                    ->required()
+                    ->maxLength(255),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('item'),
+            ])
+            ->filters([
+                //
+            ])
+            ->headerActions([
+                Tables\Actions\CreateAction::make(),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make(),
+            ]);
+    }    
+}

app/Filament/Resources/TaxResource.php

@@ -0,0 +1,199 @@
+<?php
+
+namespace App\Filament\Resources;
+
+use App\Filament\Resources\TaxResource\Pages;
+use App\Filament\Resources\TaxResource\RelationManagers;
+use App\Models\Setting\Category;
+use App\Models\Setting\Tax;
+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\Support\Collection;
+use Wallo\FilamentSelectify\Components\ToggleButton;
+
+class TaxResource extends Resource
+{
+    protected static ?string $model = Tax::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-receipt-tax';
+
+    protected static ?string $navigationGroup = 'Settings';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\TextInput::make('name')
+                            ->label('Name')
+                            ->required(),
+                        Forms\Components\TextInput::make('description')
+                            ->label('Description'),
+                        Forms\Components\Select::make('computation')
+                            ->label('Computation')
+                            ->options(Tax::getComputationTypes())
+                            ->reactive()
+                            ->searchable()
+                            ->default('percentage')
+                            ->required(),
+                        Forms\Components\TextInput::make('rate')
+                            ->label('Rate')
+                            ->mask(static fn (Mask $mask) => $mask
+                                ->numeric()
+                                ->decimalPlaces(4)
+                                ->decimalSeparator('.')
+                                ->thousandsSeparator(',')
+                                ->minValue(0)
+                                ->normalizeZeros()
+                                ->padFractionalZeros()
+                            )
+                            ->suffix(static function (callable $get) {
+                                $computation = $get('computation');
+
+                                if ($computation === 'percentage' || $computation === 'compound') {
+                                    return '%';
+                                }
+
+                                return null;
+                            })
+                            ->default(0.0000)
+                            ->required(),
+                        Forms\Components\Select::make('type')
+                            ->label('Type')
+                            ->options(Tax::getTaxTypes())
+                            ->searchable()
+                            ->default('sales')
+                            ->required(),
+                        Forms\Components\Select::make('scope')
+                            ->label('Scope')
+                            ->options(Tax::getTaxScopes())
+                            ->searchable(),
+                        ToggleButton::make('enabled')
+                            ->label('Default')
+                            ->offColor('danger')
+                            ->onColor('primary'),
+                    ])->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 (Tax $record) => $record->enabled ? 'heroicon-o-lock-closed' : null)
+                    ->tooltip(static fn (Tax $record) => $record->enabled ? "Default " .ucwords($record->type) . " Tax" : null)
+                    ->iconPosition('after')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('computation')
+                    ->label('Computation')
+                    ->formatStateUsing(static fn (Tax $record) => ucwords($record->computation))
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('rate')
+                    ->label('Rate')
+                    ->formatStateUsing(static function (Tax $record) {
+                        $rate = $record->rate;
+
+                        if (str_contains($rate, '.')) {
+                            $rate = rtrim(rtrim($rate, '0'), '.');
+                        }
+
+                        return $rate . ($record->computation === 'percentage' || $record->computation === 'compound' ? '%' : null);
+                    })
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\BadgeColumn::make('type')
+                    ->label('Type')
+                    ->formatStateUsing(static fn (Tax $record) => ucwords($record->type))
+                    ->colors([
+                        'success' => 'sales',
+                        'warning' => 'purchase',
+                        'secondary' => 'none',
+                    ])
+                    ->icons([
+                        'heroicon-o-cash' => 'sales',
+                        'heroicon-o-shopping-bag' => 'purchase',
+                        'heroicon-o-x-circle' => 'none',
+                    ])
+                    ->searchable()
+                    ->sortable(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+                Tables\Actions\DeleteAction::make()
+                    ->before(static function (Tables\Actions\DeleteAction $action, Tax $record) {
+                        if ($record->enabled) {
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(__('The :name tax is currently set as your default :Type tax and cannot be deleted. Please set a different tax as your default before attempting to delete this one.', ['name' => $record->name, 'Type' => ucwords($record->type)]))
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ])
+            ->bulkActions([
+                Tables\Actions\DeleteBulkAction::make()
+                    ->before(static function (Collection $records, Tables\Actions\DeleteBulkAction $action) {
+                        $defaultTaxes = $records->filter(static function (Tax $record) {
+                            return $record->enabled;
+                        });
+
+                        if ($defaultTaxes->isNotEmpty()) {
+                            $defaultTaxNames = $defaultTaxes->pluck('name')->toArray();
+
+                            Notification::make()
+                                ->danger()
+                                ->title('Action Denied')
+                                ->body(static function () use ($defaultTaxNames) {
+                                    $message = __('The following taxes are currently set as your default and cannot be deleted. Please set a different tax as your default before attempting to delete these ones.') . "<br><br>";
+                                    $message .= implode("<br>", array_map(static function ($name) {
+                                        return "&bull; " . $name;
+                                    }, $defaultTaxNames));
+                                    return $message;
+                                })
+                                ->persistent()
+                                ->send();
+
+                            $action->cancel();
+                        }
+                    }),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListTaxes::route('/'),
+            'create' => Pages\CreateTax::route('/create'),
+            'edit' => Pages\EditTax::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Resources/TaxResource/Pages/CreateTax.php

@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Filament\Resources\TaxResource\Pages;
+
+use App\Filament\Resources\TaxResource;
+use App\Models\Setting\Tax;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+
+class CreateTax extends CreateRecord
+{
+    protected static string $resource = TaxResource::class;
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['created_by'] = Auth::id();
+
+        return $data;
+    }
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        return DB::transaction(function () use ($data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $type = $data['type'] ?? null;
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $type);
+            } else {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $type, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordCreation($data);
+        });
+    }
+
+    protected function disableExistingRecord(int $companyId, string $type): void
+    {
+        $existingEnabledRecord = Tax::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $type)
+            ->first();
+
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+        }
+    }
+
+    protected function ensureAtLeastOneEnabled(int $companyId, string $type, bool &$enabled): void
+    {
+        $otherEnabledRecords = Tax::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $type)
+            ->count();
+
+        if ($otherEnabledRecords === 0) {
+            $enabled = true;
+        }
+    }
+}

app/Filament/Resources/TaxResource/Pages/EditTax.php

@@ -0,0 +1,106 @@
+<?php
+
+namespace App\Filament\Resources\TaxResource\Pages;
+
+use App\Filament\Resources\TaxResource;
+use App\Models\Setting\Tax;
+use Filament\Pages\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\DB;
+
+class EditTax extends EditRecord
+{
+    protected static string $resource = TaxResource::class;
+
+    protected function getActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+
+    protected function mutateFormDataBeforeUpdate(array $data): array
+    {
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['enabled'] = (bool)$data['enabled'];
+        $data['updated_by'] = Auth::id();
+
+        return $data;
+    }
+
+    protected function handleRecordUpdate(Model|Tax $record, array $data): Model|Tax
+    {
+        return DB::transaction(function () use ($record, $data) {
+            $currentCompanyId = auth()->user()->currentCompany->id;
+            $recordId = $record->id;
+            $oldType = $record->type;
+            $newType = $data['type'];
+            $enabled = (bool)($data['enabled'] ?? false);
+
+            // If the record type has changed and it was previously enabled
+            if ($oldType !== $newType && $record->enabled) {
+                $this->changeRecordType($currentCompanyId, $recordId, $oldType);
+            }
+
+            if ($enabled === true) {
+                $this->disableExistingRecord($currentCompanyId, $recordId, $newType);
+            } elseif ($enabled === false) {
+                $this->ensureAtLeastOneEnabled($currentCompanyId, $recordId, $newType, $enabled);
+            }
+
+            $data['enabled'] = $enabled;
+
+            return parent::handleRecordUpdate($record, $data);
+        });
+    }
+
+    protected function changeRecordType(int $companyId, int $recordId, string $oldType): void
+    {
+        $oldTypeRecord = $this->getCompanyCategoryRecord($companyId, $oldType, $recordId);
+
+        if ($oldTypeRecord) {
+            $oldTypeRecord->enabled = true;
+            $oldTypeRecord->save();
+        }
+    }
+
+    protected function disableExistingRecord(int $companyId, int $recordId, string $newType): void
+    {
+        $existingEnabledRecord = $this->getCompanyCategoryRecord($companyId, $newType, $recordId);
+
+        if ($existingEnabledRecord !== null) {
+            $existingEnabledRecord->enabled = false;
+            $existingEnabledRecord->save();
+        }
+    }
+
+    protected function ensureAtLeastOneEnabled(int $companyId, int $recordId, string $newType, bool &$enabled): void
+    {
+        $otherEnabledRecords = Tax::where('company_id', $companyId)
+            ->where('enabled', true)
+            ->where('type', $newType)
+            ->where('id', '!=', $recordId)
+            ->count();
+
+        if ($otherEnabledRecords === 0) {
+            $enabled = true;
+        }
+    }
+
+    protected function getCompanyCategoryRecord(int $companyId, string $type, int $recordId): ?Tax
+    {
+        return Tax::where('company_id', $companyId)
+            ->where('type', $type)
+            ->where('id', '!=', $recordId)
+            ->first();
+    }
+
+
+}

app/Filament/Resources/TaxResource/Pages/ListTaxes.php

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

app/Http/Livewire/DefaultSetting.php

@@ -0,0 +1,156 @@
+<?php
+
+namespace App\Http\Livewire;
+
+use App\Models\Banking\Account;
+use App\Models\Setting\Category;
+use App\Models\Setting\Currency;
+use App\Models\Setting\DefaultSetting as Defaults;
+use App\Models\Setting\Tax;
+use App\Traits\HandlesRecordCreation;
+use Filament\Forms\ComponentContainer;
+use Filament\Forms\Components\Section;
+use Filament\Forms\Components\Select;
+use Filament\Forms\Concerns\InteractsWithForms;
+use Filament\Forms\Contracts\HasForms;
+use Filament\Notifications\Notification;
+use Illuminate\Contracts\View\View;
+use Illuminate\Support\Facades\Auth;
+use Livewire\Component;
+
+/**
+ * @property ComponentContainer $form
+ */
+class DefaultSetting extends Component implements HasForms
+{
+    use InteractsWithForms, HandlesRecordCreation;
+
+    public Defaults $defaultSetting;
+
+    public $data;
+
+    public $record;
+
+    public function mount():void
+    {
+        $this->form->fill();
+    }
+
+    protected function getFormSchema(): array
+    {
+        return [
+            Section::make('General')
+                ->schema([
+                    Select::make('account_id')
+                        ->label('Account')
+                        ->options(Defaults::getAccounts())
+                        ->default(Defaults::getDefaultAccount())
+                        ->searchable()
+                        ->validationAttribute('Account')
+                        ->required(),
+                    Select::make('currency_code')
+                        ->label('Currency')
+                        ->options(Defaults::getCurrencies())
+                        ->default(Defaults::getDefaultCurrency())
+                        ->searchable()
+                        ->validationAttribute('Currency')
+                        ->required(),
+                ])->columns(),
+            Section::make('Taxes')
+                ->schema([
+                    Select::make('sales_tax_id')
+                        ->label('Sales Tax')
+                        ->options(Defaults::getSalesTaxes())
+                        ->default(Defaults::getDefaultSalesTax())
+                        ->searchable()
+                        ->validationAttribute('Sales Tax')
+                        ->required(),
+                    Select::make('purchase_tax_id')
+                        ->label('Purchase Tax')
+                        ->options(Defaults::getPurchaseTaxes())
+                        ->default(Defaults::getDefaultPurchaseTax())
+                        ->searchable()
+                        ->validationAttribute('Purchase Tax')
+                        ->required(),
+                ])->columns(),
+            Section::make('Categories')
+                ->schema([
+                    Select::make('income_category_id')
+                        ->label('Income Category')
+                        ->options(Defaults::getIncomeCategories())
+                        ->default(Defaults::getDefaultIncomeCategory())
+                        ->searchable()
+                        ->validationAttribute('Income Category')
+                        ->required(),
+                    Select::make('expense_category_id')
+                        ->label('Expense Category')
+                        ->options(Defaults::getExpenseCategories())
+                        ->default(Defaults::getDefaultExpenseCategory())
+                        ->searchable()
+                        ->validationAttribute('Expense Category')
+                        ->required(),
+                ])->columns(),
+        ];
+    }
+
+    public function create(): void
+    {
+        $data = $this->form->getState();
+
+        $data = $this->mutateFormDataBeforeCreate($data);
+
+        $this->record = $this->handleRecordCreation($data);
+
+        $this->form->model($this->record)->saveRelationships();
+
+        $this->getSavedNotification()?->send();
+    }
+
+    protected function mutateFormDataBeforeCreate(array $data): array
+    {
+        $data['company_id'] = Auth::user()->currentCompany->id;
+        $data['updated_by'] = Auth::id();
+
+        return $data;
+    }
+
+    protected function getRelatedEntities(): array
+    {
+        return [
+            'account_id' => [Account::class, 'id'],
+            'currency_code' => [Currency::class, 'code'],
+            'sales_tax_id' => [Tax::class, 'id', 'sales'],
+            'purchase_tax_id' => [Tax::class, 'id', 'purchase'],
+            'income_category_id' => [Category::class, 'id', 'income'],
+            'expense_category_id' => [Category::class, 'id', 'expense'],
+        ];
+    }
+
+    protected function getFormModel(): string
+    {
+        return Defaults::class;
+    }
+
+    protected function getSavedNotification():?Notification
+    {
+        $title = $this->getSavedNotificationTitle();
+
+        if (blank($title)) {
+            return null;
+        }
+
+        return Notification::make()
+            ->success()
+            ->title($title);
+    }
+
+    protected function getSavedNotificationTitle(): ?string
+    {
+        return __('filament::resources/pages/edit-record.messages.saved');
+    }
+
+    public function render(): View
+    {
+        return view('livewire.default-setting');
+    }
+}

app/Models/Banking/Account.php

@@ -3,32 +3,46 @@
 namespace App\Models\Banking;
 
 use App\Models\Setting\Currency;
+use App\Models\Setting\DefaultSetting;
 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\Database\Eloquent\Relations\HasMany;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\Config;
+use Spatie\Tags\HasTags;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
 class Account extends Model
 {
     use HasFactory;
+    use HasTags;
 
     protected $table = 'accounts';
 
     protected $fillable = [
+        'company_id',
         'type',
         'name',
         'number',
         'currency_code',
         'opening_balance',
-        'enabled',
+        'description',
+        'notes',
+        'status',
         'bank_name',
         'bank_phone',
         'bank_address',
-        'company_id',
+        'bank_website',
+        'bic_swift_code',
+        'iban',
+        'aba_routing_number',
+        'ach_routing_number',
+        'enabled',
+        'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
@@ -50,11 +64,40 @@ class Account extends Model
         return $this->belongsTo(Currency::class, 'currency_code', 'code');
     }
 
+    public function createdBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
+    public function default_settings(): HasMany
+    {
+        return $this->hasMany(DefaultSetting::class, 'account_id', 'id');
+    }
+
     public static function getAccountTypes(): array
     {
         return [
-            'bank' => 'Bank',
-            'card' => 'Credit Card',
+            'checking' => 'Checking',
+            'savings' => 'Savings',
+            'money_market' => 'Money Market',
+            'certificate_of_deposit' => 'Certificate of Deposit',
+            'credit_card' => 'Credit Card',
+        ];
+    }
+
+    public static function getAccountStatuses(): array
+    {
+        return [
+            'open' => 'Open',
+            'active' => 'Active',
+            'dormant' => 'Dormant',
+            'restricted' => 'Restricted',
+            'closed' => 'Closed',
         ];
     }
 

app/Models/Contact.php

@@ -8,6 +8,9 @@ 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\Http\Request;
+use Squire\Models\Country;
+use Squire\Models\Region;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
 class Contact extends Model
@@ -33,10 +36,7 @@ class Contact extends Model
         'currency_code',
         'reference',
         'created_by',
-    ];
-
-    protected $casts = [
-        'enabled' => 'boolean',
+        'updated_by',
     ];
 
     public function company(): BelongsTo
@@ -49,6 +49,11 @@ class Contact extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function currency(): BelongsTo
     {
         return $this->belongsTo(Currency::class, 'currency_code', 'code');
@@ -59,6 +64,48 @@ class Contact extends Model
         return $this->hasMany(Document::class);
     }
 
+    public static function getCountryOptions(): array
+    {
+        $allCountries = Country::all();
+
+        // Default countries to show at the top of the options list
+        $defaultCountryNames = ['United States', 'Canada', 'United Kingdom', 'Australia']; // replace with actual country names
+
+        $defaultCountryOptions = [];
+        $countryOptions = [];
+
+        foreach ($allCountries as $country) {
+            if (in_array($country->name, $defaultCountryNames, true)) {
+                $defaultCountryOptions[$country->name] = $country->name;
+            } else {
+                $countryOptions[$country->name] = $country->name;
+            }
+        }
+
+        // Guarantee the order of default countries
+        $orderedDefaultCountryOptions = [];
+        foreach ($defaultCountryNames as $name) {
+            if (isset($defaultCountryOptions[$name])) {
+                $orderedDefaultCountryOptions[$name] = $defaultCountryOptions[$name];
+            }
+        }
+
+        return $orderedDefaultCountryOptions + $countryOptions;
+    }
+
+    public static function getRegionOptions(string $countryName): array
+    {
+        $country = Country::where('name', $countryName)->first();
+
+        if (!$country) {
+            return [];
+        }
+
+        return Region::where('country_id', $country->id)
+            ->pluck('name', 'name')
+            ->toArray();
+    }
+
     public function bills(): HasMany
     {
         return $this->documents()->where('type', 'bill');

app/Models/Document/Document.php

@@ -40,6 +40,7 @@ class Document extends Model
         'contact_id',
         'notes',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
@@ -58,6 +59,11 @@ class Document extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function tax(): BelongsTo
     {
         return $this->belongsTo(Tax::class);

app/Models/Document/DocumentItem.php

@@ -31,6 +31,7 @@ class DocumentItem extends Model
         'discount_id',
         'total',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
@@ -49,6 +50,11 @@ class DocumentItem extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function document(): BelongsTo
     {
         return $this->belongsTo(Document::class);

app/Models/Document/DocumentTotal.php

@@ -26,6 +26,7 @@ class DocumentTotal extends Model
         'tax',
         'total',
         'created_by',
+        'updated_by',
     ];
 
     public function company(): BelongsTo
@@ -38,6 +39,11 @@ class DocumentTotal extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function document(): BelongsTo
     {
         return $this->belongsTo(Document::class);

app/Models/Item.php

@@ -32,6 +32,7 @@ class Item extends Model
         'discount_id',
         'enabled',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
@@ -48,6 +49,11 @@ class Item extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function category(): BelongsTo
     {
         return $this->belongsTo(Category::class, 'category_id')->withDefault([

app/Models/Setting/Category.php

@@ -25,12 +25,23 @@ class Category extends Model
         'color',
         'enabled',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
         'enabled' => 'boolean',
     ];
 
+    public static function getCategoryTypes(): array
+    {
+        return [
+            'expense' => 'Expense',
+            'income' => 'Income',
+            'item' => 'Item',
+            'other' => 'Other',
+        ];
+    }
+
     public function company(): BelongsTo
     {
         return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
@@ -41,6 +52,11 @@ class Category extends Model
         return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
     }
 
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
     public function items(): HasMany
     {
         return $this->hasMany(Item::class);

app/Models/Setting/Currency.php

@@ -30,6 +30,8 @@ class Currency extends Model
         'thousands_separator',
         'enabled',
         'company_id',
+        'created_by',
+        'updated_by',
     ];
 
     protected $casts = [

app/Models/Setting/DefaultSetting.php

@@ -0,0 +1,172 @@
+<?php
+
+namespace App\Models\Setting;
+
+use App\Models\Banking\Account;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Support\Facades\Auth;
+use Wallo\FilamentCompanies\FilamentCompanies;
+
+class DefaultSetting extends Model
+{
+    use HasFactory;
+
+    protected $table = 'default_settings';
+
+    protected $fillable = [
+        'company_id',
+        'account_id',
+        'currency_code',
+        'sales_tax_id',
+        'purchase_tax_id',
+        'income_category_id',
+        'expense_category_id',
+        'updated_by',
+    ];
+
+    public function company(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::companyModel(), 'company_id');
+    }
+
+    public function account(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'account_id');
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function salesTax(): BelongsTo
+    {
+        return $this->belongsTo(Tax::class,'sales_tax_id', 'id');
+    }
+
+    public function purchaseTax(): BelongsTo
+    {
+        return $this->belongsTo(Tax::class,'purchase_tax_id', 'id');
+    }
+
+    public function incomeCategory(): BelongsTo
+    {
+        return $this->belongsTo(Category::class,'income_category_id', 'id');
+    }
+
+    public function expenseCategory(): BelongsTo
+    {
+        return $this->belongsTo(Category::class,'expense_category_id', 'id');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
+    }
+
+    public static function getAccounts(): array
+    {
+        return Account::where('company_id', Auth::user()->currentCompany->id)
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getCurrencies(): array
+    {
+        return Currency::where('company_id', Auth::user()->currentCompany->id)
+            ->pluck('name', 'code')
+            ->toArray();
+    }
+
+    public static function getSalesTaxes(): array
+    {
+        return Tax::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'sales')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getPurchaseTaxes(): array
+    {
+        return Tax::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'purchase')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getIncomeCategories(): array
+    {
+        return Category::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'income')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getExpenseCategories(): array
+    {
+        return Category::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'expense')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getDefaultAccount()
+    {
+        $defaultAccount = Account::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->first();
+
+        return $defaultAccount->id ?? null;
+    }
+
+    public static function getDefaultCurrency()
+    {
+        $defaultCurrency = Currency::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->first();
+
+        return $defaultCurrency->code ?? null;
+    }
+
+    public static function getDefaultSalesTax()
+    {
+        $defaultSalesTax = Tax::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'sales')
+            ->first();
+
+        return $defaultSalesTax->id ?? null;
+    }
+
+    public static function getDefaultPurchaseTax()
+    {
+        $defaultPurchaseTax = Tax::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'purchase')
+            ->first();
+
+        return $defaultPurchaseTax->id ?? null;
+    }
+
+    public static function getDefaultIncomeCategory()
+    {
+        $defaultIncomeCategory = Category::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'income')
+            ->first();
+
+        return $defaultIncomeCategory->id ?? null;
+    }
+
+    public static function getDefaultExpenseCategory()
+    {
+        $defaultExpenseCategory = Category::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'expense')
+            ->first();
+
+        return $defaultExpenseCategory->id ?? null;
+    }
+}

app/Models/Setting/Discount.php

@@ -11,6 +11,7 @@ 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 Discount extends Model
 {
@@ -25,17 +26,27 @@ class Discount extends Model
         'computation',
         'type',
         'scope',
+        'start_date',
+        'end_date',
         'enabled',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
         'enabled' => 'boolean',
+        'start_date' => 'datetime',
+        'end_date' => 'datetime',
     ];
 
     public function createdBy(): BelongsTo
     {
-        return $this->belongsTo(User::class, 'created_by');
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
     }
 
     public function items(): HasMany
@@ -58,6 +69,31 @@ class Discount extends Model
         return $this->document_items()->where('type', 'invoice');
     }
 
+    public static function getComputationTypes(): array
+    {
+        return [
+            'percentage' => 'Percentage',
+            'fixed' => 'Fixed',
+        ];
+    }
+
+    public static function getDiscountTypes(): array
+    {
+        return [
+            'sales' => 'Sales',
+            'purchase' => 'Purchase',
+            'none' => 'None',
+        ];
+    }
+
+    public static function getDiscountScopes(): array
+    {
+        return [
+            'product' => 'Product',
+            'service' => 'Service',
+        ];
+    }
+
     protected static function newFactory(): Factory
     {
         return DiscountFactory::new();

app/Models/Setting/Tax.php

@@ -12,6 +12,7 @@ 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 Tax extends Model
 {
@@ -29,6 +30,7 @@ class Tax extends Model
         'scope',
         'enabled',
         'created_by',
+        'updated_by',
     ];
 
     protected $casts = [
@@ -42,7 +44,12 @@ class Tax extends Model
 
     public function createdBy(): BelongsTo
     {
-        return $this->belongsTo(User::class, 'created_by');
+        return $this->belongsTo(FilamentCompanies::userModel(), 'created_by');
+    }
+
+    public function updatedBy(): BelongsTo
+    {
+        return $this->belongsTo(FilamentCompanies::userModel(), 'updated_by');
     }
 
     public function items(): HasMany
@@ -65,6 +72,32 @@ class Tax extends Model
         return $this->document_items()->where('type', 'invoice');
     }
 
+    public static function getComputationTypes(): array
+    {
+        return [
+            'fixed' => 'Fixed',
+            'percentage' => 'Percentage',
+            'compound' => 'Compound',
+        ];
+    }
+
+    public static function getTaxTypes(): array
+    {
+        return [
+            'sales' => 'Sales',
+            'purchase' => 'Purchase',
+            'none' => 'None',
+        ];
+    }
+
+    public static function getTaxScopes(): array
+    {
+        return [
+            'product' => 'Product',
+            'service' => 'Service',
+        ];
+    }
+
     protected static function newFactory(): Factory
     {
         return TaxFactory::new();

app/Observers/AccountObserver.php

@@ -0,0 +1,67 @@
+<?php
+
+namespace App\Observers;
+
+use App\Models\Banking\Account;
+use Illuminate\Support\Facades\Auth;
+
+class AccountObserver
+{
+    /**
+     * Handle the account "creating" event.
+     */
+    public function creating(Account $account): void
+    {
+        $account->company()->associate(Auth::user()->currentCompany->id);
+        $account->company_id = Auth::user()->currentCompany->id;
+        $account->created_by = Auth::id();
+    }
+
+    /**
+     * Handle the Account "created" event.
+     */
+    public function created(Account $account): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Account "updating" event.
+     */
+    public function updating(Account $account): void
+    {
+        $account->updated_by = Auth::id();
+    }
+
+    /**
+     * Handle the Account "updated" event.
+     */
+    public function updated(Account $account): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Account "deleted" event.
+     */
+    public function deleted(Account $account): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Account "restored" event.
+     */
+    public function restored(Account $account): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Account "force deleted" event.
+     */
+    public function forceDeleted(Account $account): void
+    {
+        //
+    }
+}

app/Providers/AppServiceProvider.php

@@ -3,6 +3,9 @@
 namespace App\Providers;
 
 use Filament\Facades\Filament;
+use Filament\Forms\Components\Field;
+use Filament\Forms\Components\Actions\Action;
+use Illuminate\Support\HtmlString;
 use Illuminate\Support\ServiceProvider;
 
 class AppServiceProvider extends ServiceProvider
@@ -23,5 +26,15 @@ class AppServiceProvider extends ServiceProvider
         Filament::serving(static function () {
             Filament::registerViteTheme('resources/css/filament.css');
         });
+
+        Field::macro('tooltip', function (string $tooltip) {
+            return $this->label(
+                Action::make('info')
+                    ->label('')
+                    ->icon('heroicon-o-information-circle')
+                    ->extraAttributes(['class' => 'text-gray-500'])
+                    ->tooltip($tooltip),
+            );
+        });
     }
 }

app/Providers/EventServiceProvider.php

@@ -2,6 +2,8 @@
 
 namespace App\Providers;
 
+use App\Models\Banking\Account;
+use App\Observers\AccountObserver;
 use Illuminate\Auth\Events\Registered;
 use Illuminate\Auth\Listeners\SendEmailVerificationNotification;
 use Illuminate\Foundation\Support\Providers\EventServiceProvider as ServiceProvider;
@@ -35,4 +37,13 @@ class EventServiceProvider extends ServiceProvider
     {
         return false;
     }
+
+    /**
+     * The model observers for the application.
+     *
+     * @var array
+     */
+    protected $observers = [
+        Account::class => [AccountObserver::class],
+    ];
 }

app/Providers/SquireServiceProvider.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace App\Providers;
+
+use App\Models\Contact;
+use Squire\Repository;
+use Illuminate\Support\ServiceProvider;
+
+class SquireServiceProvider extends ServiceProvider
+{
+    /**
+     * Register any application services.
+     */
+    public function register(): void
+    {
+        //
+    }
+
+    /**
+     * Bootstrap any application services.
+     */
+    public function boot(): void
+    {
+        Repository::registerSource(Contact::class, 'en', base_path('vendor/squirephp/regions-en/resources/data.csv'));
+        Repository::registerSource(Contact::class, 'en', base_path('vendor/squirephp/countries-en/resources/data.csv'));
+    }
+}

app/Traits/HandlesRecordCreation.php

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Traits;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+
+trait HandlesRecordCreation
+{
+    abstract protected function getRelatedEntities(): array;
+    abstract protected function getFormModel(): string;
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        $relatedEntities = $this->getRelatedEntities();
+
+        $model = $this->getFormModel();
+
+        $existingRecord = $model::where('company_id', Auth::user()->currentCompany->id)
+            ->latest()
+            ->first();
+
+        $newData = [
+            'company_id' => Auth::user()->currentCompany->id,
+            'updated_by' => Auth::id(),
+        ];
+
+        foreach ($relatedEntities as $field => $params) {
+            [$class, $key, $type] = array_pad($params, 3, null);
+
+            if (isset($data[$field]) && $data[$field] !== $existingRecord->{$field}) {
+                $this->updateEnabledRecord($class, $key, $existingRecord->{$field}, $type, false);
+                $this->updateEnabledRecord($class, $key, $data[$field], $type, true);
+
+                $newData[$field] = $data[$field];
+            } else {
+                $newData[$field] = $existingRecord->{$field};
+            }
+        }
+
+        return $model::create($newData);
+    }
+
+    protected function updateEnabledRecord($class, $key, $value, $type = null, $enabled = true): void
+    {
+        $query = $class::where('company_id', Auth::user()->currentCompany->id)
+            ->where('enabled', !$enabled);
+
+        if ($type !== null) {
+            $query = $query->where('type', $type);
+        }
+
+        $query->where($key, $value)
+            ->update([
+                'enabled' => $enabled,
+                'updated_by' => Auth::id(),
+            ]);
+    }
+}
+

composer.json

@@ -7,13 +7,18 @@
     "require": {
         "php": "^8.1",
         "andrewdwallo/filament-companies": "^2.0",
+        "andrewdwallo/filament-selectify": "^1.0",
         "filament/filament": "^2.17",
+        "filament/spatie-laravel-tags-plugin": "^2.17",
         "flowframe/laravel-trend": "^0.1.5",
         "guzzlehttp/guzzle": "^7.2",
         "laravel/framework": "^10.8",
         "laravel/sanctum": "^3.2",
         "laravel/tinker": "^2.8",
-        "leandrocfe/filament-apex-charts": "^1.0"
+        "leandrocfe/filament-apex-charts": "^1.0",
+        "squirephp/countries-en": "^3.4",
+        "squirephp/regions-en": "^3.4",
+        "squirephp/repository": "^3.4"
     },
     "require-dev": {
         "doctrine/dbal": "^3.6",

config/app.php

@@ -170,6 +170,7 @@ return [
         App\Providers\RouteServiceProvider::class,
         App\Providers\FortifyServiceProvider::class,
         App\Providers\FilamentCompaniesServiceProvider::class,
+        App\Providers\SquireServiceProvider::class,
     ])->toArray(),
 
     /*

config/forms.php

@@ -63,6 +63,6 @@ return [
     |
     */
 
-    'dark_mode' => false,
+    'dark_mode' => true,
 
 ];

config/livewire.php

@@ -0,0 +1,158 @@
+<?php
+
+return [
+
+    /*
+    |--------------------------------------------------------------------------
+    | Class Namespace
+    |--------------------------------------------------------------------------
+    |
+    | This value sets the root namespace for Livewire component classes in
+    | your application. This value affects component auto-discovery and
+    | any Livewire file helper commands, like `artisan make:livewire`.
+    |
+    | After changing this item, run: `php artisan livewire:discover`.
+    |
+    */
+
+    'class_namespace' => 'App\\Http\\Livewire',
+
+    /*
+    |--------------------------------------------------------------------------
+    | View Path
+    |--------------------------------------------------------------------------
+    |
+    | This value sets the path for Livewire component views. This affects
+    | file manipulation helper commands like `artisan make:livewire`.
+    |
+    */
+
+    'view_path' => resource_path('views/livewire'),
+
+    /*
+    |--------------------------------------------------------------------------
+    | Layout
+    |--------------------------------------------------------------------------
+    | The default layout view that will be used when rendering a component via
+    | Route::get('/some-endpoint', SomeComponent::class);. In this case the
+    | the view returned by SomeComponent will be wrapped in "layouts.app"
+    |
+    */
+
+    'layout' => 'layouts.app',
+
+    /*
+    |--------------------------------------------------------------------------
+    | Livewire Assets URL
+    |--------------------------------------------------------------------------
+    |
+    | This value sets the path to Livewire JavaScript assets, for cases where
+    | your app's domain root is not the correct path. By default, Livewire
+    | will load its JavaScript assets from the app's "relative root".
+    |
+    | Examples: "/assets", "myurl.com/app".
+    |
+    */
+
+    'asset_url' => null,
+
+    /*
+    |--------------------------------------------------------------------------
+    | Livewire App URL
+    |--------------------------------------------------------------------------
+    |
+    | This value should be used if livewire assets are served from CDN.
+    | Livewire will communicate with an app through this url.
+    |
+    | Examples: "https://my-app.com", "myurl.com/app".
+    |
+    */
+
+    'app_url' => null,
+
+    /*
+    |--------------------------------------------------------------------------
+    | Livewire Endpoint Middleware Group
+    |--------------------------------------------------------------------------
+    |
+    | This value sets the middleware group that will be applied to the main
+    | Livewire "message" endpoint (the endpoint that gets hit everytime
+    | a Livewire component updates). It is set to "web" by default.
+    |
+    */
+
+    'middleware_group' => 'web',
+
+    /*
+    |--------------------------------------------------------------------------
+    | Livewire Temporary File Uploads Endpoint Configuration
+    |--------------------------------------------------------------------------
+    |
+    | Livewire handles file uploads by storing uploads in a temporary directory
+    | before the file is validated and stored permanently. All file uploads
+    | are directed to a global endpoint for temporary storage. The config
+    | items below are used for customizing the way the endpoint works.
+    |
+    */
+
+    'temporary_file_upload' => [
+        'disk' => null,        // Example: 'local', 's3'              Default: 'default'
+        'rules' => null,       // Example: ['file', 'mimes:png,jpg']  Default: ['required', 'file', 'max:12288'] (12MB)
+        'directory' => null,   // Example: 'tmp'                      Default  'livewire-tmp'
+        'middleware' => null,  // Example: 'throttle:5,1'             Default: 'throttle:60,1'
+        'preview_mimes' => [   // Supported file types for temporary pre-signed file URLs.
+            'png', 'gif', 'bmp', 'svg', 'wav', 'mp4',
+            'mov', 'avi', 'wmv', 'mp3', 'm4a',
+            'jpg', 'jpeg', 'mpga', 'webp', 'wma',
+        ],
+        'max_upload_time' => 5, // Max duration (in minutes) before an upload gets invalidated.
+    ],
+
+    /*
+    |--------------------------------------------------------------------------
+    | Manifest File Path
+    |--------------------------------------------------------------------------
+    |
+    | This value sets the path to the Livewire manifest file.
+    | The default should work for most cases (which is
+    | "<app_root>/bootstrap/cache/livewire-components.php"), but for specific
+    | cases like when hosting on Laravel Vapor, it could be set to a different value.
+    |
+    | Example: for Laravel Vapor, it would be "/tmp/storage/bootstrap/cache/livewire-components.php".
+    |
+    */
+
+    'manifest_path' => null,
+
+    /*
+    |--------------------------------------------------------------------------
+    | Back Button Cache
+    |--------------------------------------------------------------------------
+    |
+    | This value determines whether the back button cache will be used on pages
+    | that contain Livewire. By disabling back button cache, it ensures that
+    | the back button shows the correct state of components, instead of
+    | potentially stale, cached data.
+    |
+    | Setting it to "false" (default) will disable back button cache.
+    |
+    */
+
+    'back_button_cache' => false,
+
+    /*
+    |--------------------------------------------------------------------------
+    | Render On Redirect
+    |--------------------------------------------------------------------------
+    |
+    | This value determines whether Livewire will render before it's redirected
+    | or not. Setting it to "false" (default) will mean the render method is
+    | skipped when redirecting. And "true" will mean the render method is
+    | run before redirecting. Browsers bfcache can store a potentially
+    | stale view if render is skipped on redirect.
+    |
+    */
+
+    'render_on_redirect' => false,
+
+];

config/tags.php

@@ -0,0 +1,23 @@
+<?php
+
+return [
+
+    /*
+     * The given function generates a URL friendly "slug" from the tag name property before saving it.
+     * Defaults to Str::slug (https://laravel.com/docs/master/helpers#method-str-slug)
+     */
+    'slugger' => null,
+
+    /*
+     * The fully qualified class name of the tag model.
+     */
+    'tag_model' => Spatie\Tags\Tag::class,
+
+    /*
+     * The name of the table associated with the taggable morph relation.
+     */
+    'taggable' => [
+        'table_name' => 'taggables',
+        'morph_name' => 'taggable',
+    ]
+];

database/factories/CategoryFactory.php

@@ -25,7 +25,35 @@ class CategoryFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'color' => $this->faker->hexColor,
         ];
     }
+
+    /**
+     * Indicate that the category is of income type.
+     *
+     * @return Factory<Category>
+     */
+    public function income(): Factory
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'type' => 'income',
+            ];
+        });
+    }
+
+    /**
+     * Indicate that the category is of expense type.
+     *
+     * @return Factory<Category>
+     */
+    public function expense(): Factory
+    {
+        return $this->state(function (array $attributes) {
+            return [
+                'type' => 'expense',
+            ];
+        });
+    }
 }

database/factories/DefaultSettingFactory.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace Database\Factories;
+
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\DefaultSetting>
+ */
+class DefaultSettingFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        return [
+            //
+        ];
+    }
+}

database/factories/TaxFactory.php

@@ -25,7 +25,9 @@ class TaxFactory extends Factory
     public function definition(): array
     {
         return [
-            //
+            'rate' => $this->faker->randomFloat(4, 0, 20),
+            'computation' => $this->faker->randomElement(Tax::getComputationTypes()),
+            'scope' => $this->faker->randomElement(Tax::getTaxScopes()),
         ];
     }
 }

database/migrations/2023_05_10_040940_create_currencies_table.php

@@ -24,6 +24,7 @@ return new class extends Migration
             $table->string('thousands_separator')->default(',');
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
 
             $table->unique(['company_id', 'code']);

database/migrations/2023_05_11_044321_create_accounts_table.php

@@ -14,16 +14,25 @@ return new class extends Migration
         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('type')->default('checking');
+            $table->string('name', 100)->index();
             $table->string('number', 20);
             $table->string('currency_code')->default('USD');
             $table->decimal('opening_balance', 15, 4)->default(0.0000);
+            $table->string('description')->nullable();
+            $table->text('notes')->nullable();
+            $table->string('status')->default('open');
             $table->string('bank_name', 100)->nullable();
             $table->string('bank_phone', 20)->nullable();
             $table->text('bank_address')->nullable();
+            $table->string('bank_website', 255)->nullable();
+            $table->string('bic_swift_code', 11)->nullable();
+            $table->string('iban', 34)->nullable();
+            $table->string('aba_routing_number', 9)->nullable();
+            $table->string('ach_routing_number', 9)->nullable();
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
 
             $table->unique(['company_id', 'number']);

database/migrations/2023_05_12_042255_create_categories_table.php

@@ -14,11 +14,12 @@ return new class extends Migration
         Schema::create('categories', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->string('name');
+            $table->string('name')->index();
             $table->string('type'); // expense, income, item, other
             $table->string('color');
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_19_042232_create_contacts_table.php

@@ -29,6 +29,7 @@ return new class extends Migration
             $table->string('currency_code')->default('USD');
             $table->string('reference')->nullable();
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
 
             $table->index(['company_id', 'type']);

database/migrations/2023_05_20_080131_create_taxes_table.php

@@ -22,6 +22,7 @@ return new class extends Migration
             $table->string('scope')->nullable(); // product, service, none
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_21_163808_create_discounts_table.php

@@ -13,14 +13,18 @@ return new class extends Migration
     {
         Schema::create('discounts', 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
             $table->string('type')->default('sales'); // sales, purchases
             $table->string('scope')->nullable(); // product, service, none
+            $table->dateTime('start_date')->nullable();
+            $table->dateTime('end_date')->nullable();
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_22_073252_create_items_table.php

@@ -26,6 +26,7 @@ return new class extends Migration
             $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_23_141215_create_documents_table.php

@@ -17,7 +17,7 @@ return new class extends Migration
             $table->string('type'); // invoice, bill
             $table->string('document_number');
             $table->string('order_number')->nullable();
-            $table->string('status');
+            $table->string('status'); // draft, sent, paid, cancelled, approved
             $table->dateTime('document_date');
             $table->dateTime('due_date');
             $table->dateTime('paid_date')->nullable();
@@ -30,6 +30,7 @@ return new class extends Migration
             $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
             $table->text('notes')->nullable();
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
 
             $table->foreign('currency_code')->references('code')->on('currencies')->restrictOnDelete();

database/migrations/2023_05_23_151550_create_document_items_table.php

@@ -25,6 +25,7 @@ return new class extends Migration
             $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
             $table->decimal('total', 15, 4);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_23_173412_create_document_totals_table.php

@@ -23,6 +23,7 @@ return new class extends Migration
             $table->decimal('tax', 15, 4)->default(0);
             $table->decimal('total', 15, 4);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();
         });
     }

database/migrations/2023_05_26_025210_create_tag_tables.php

@@ -0,0 +1,36 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::create('tags', function (Blueprint $table) {
+            $table->id();
+
+            $table->json('name');
+            $table->json('slug');
+            $table->string('type')->nullable();
+            $table->integer('order_column')->nullable();
+
+            $table->timestamps();
+        });
+
+        Schema::create('taggables', function (Blueprint $table) {
+            $table->foreignId('tag_id')->constrained()->cascadeOnDelete();
+
+            $table->morphs('taggable');
+
+            $table->unique(['tag_id', 'taggable_id', 'taggable_type']);
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('taggables');
+        Schema::dropIfExists('tags');
+    }
+};

database/migrations/2023_07_03_054805_create_default_settings_table.php

@@ -0,0 +1,37 @@
+<?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('default_settings', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->onDelete('cascade');
+            $table->foreignId('account_id')->constrained('accounts')->restrictOnDelete();
+            $table->string('currency_code')->default('USD');
+            $table->foreignId('sales_tax_id')->constrained('taxes')->restrictOnDelete();
+            $table->foreignId('purchase_tax_id')->constrained('taxes')->restrictOnDelete();
+            $table->foreignId('income_category_id')->constrained('categories')->restrictOnDelete();
+            $table->foreignId('expense_category_id')->constrained('categories')->restrictOnDelete();
+            $table->foreignId('updated_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('default_settings');
+    }
+};

database/seeders/CategorySeeder.php

@@ -0,0 +1,70 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\Setting\Category;
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use Illuminate\Database\Seeder;
+use Illuminate\Support\Facades\DB;
+
+class CategorySeeder extends Seeder
+{
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+        $companyId = DB::table('companies')->first()->id;
+        $userId = DB::table('users')->first()->id;
+
+        $incomeCategories = [
+            'Salary',
+            'Bonus',
+            'Interest',
+            'Dividends',
+            'Rentals',
+        ];
+
+        $expenseCategories = [
+            'Rent',
+            'Utilities',
+            'Food',
+            'Transportation',
+            'Entertainment',
+        ];
+
+        // Merge and shuffle the sales and purchase taxes
+        $shuffledCategories = [
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'income'], $incomeCategories),
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'expense'], $expenseCategories)
+        ];
+
+        shuffle($shuffledCategories);
+
+        $allCategories = $shuffledCategories;
+
+        // Create each category
+        foreach ($allCategories as $category) {
+            Category::factory()->create([
+                'company_id' => $companyId,
+                'name' => $category['name'],
+                'type' => $category['type'],
+                'enabled' => false,
+                'created_by' => $userId,
+                'updated_by' => $userId,
+            ]);
+        }
+
+        // Set the first income category as enabled
+        Category::where('type', 'income')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+
+        // Set the first expense category as enabled
+        Category::where('type', 'expense')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+    }
+}

database/seeders/TaxSeeder.php

@@ -0,0 +1,68 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\Setting\Tax;
+use Illuminate\Database\Seeder;
+use Illuminate\Support\Facades\DB;
+
+class TaxSeeder extends Seeder
+{
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+        $companyId = DB::table('companies')->first()->id;
+        $userId = DB::table('users')->first()->id;
+
+        $salesTaxes = [
+            'Goods and Services Tax (GST)',
+            'Value Added Tax (VAT)',
+            'State Sales Tax',
+            'Local Sales Tax',
+            'Excise Tax',
+        ];
+
+        $purchaseTaxes = [
+            'Import Duty',
+            'Customs Duty',
+            'Value Added Tax (VAT)',
+            'Luxury Tax',
+            'Environmental Tax',
+        ];
+
+        // Merge and shuffle the sales and purchase taxes
+        $shuffledTaxes = [
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'sales'], $salesTaxes),
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'purchase'], $purchaseTaxes)
+        ];
+
+        shuffle($shuffledTaxes);
+
+        $allTaxes = $shuffledTaxes;
+
+        foreach ($allTaxes as $tax) {
+            Tax::factory()->create([
+                'company_id' => $companyId,
+                'name' => $tax['name'],
+                'type' => $tax['type'],
+                'enabled' => false,
+                'created_by' => $userId,
+                'updated_by' => $userId,
+            ]);
+        }
+
+        // Set the first sales tax as enabled
+        Tax::where('type', 'sales')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+
+        // Set the first purchase tax as enabled
+        Tax::where('type', 'purchase')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+    }
+}

resources/css/filament.css

@@ -1 +1,154 @@
-@import '../../vendor/filament/filament/resources/css/app.css';
+@import '../../vendor/filament/filament/resources/css/app.css';
+
+
+.filament-companies-navigation-menu-button {
+    @apply bg-transparent;
+}
+
+.filament-tables-container {
+    @apply rounded-xl border border-gray-300 bg-moonlight shadow-sm dark:!border-gray-700 dark:!bg-gray-800;
+}
+
+[type="text"],
+[type="email"],
+[type="url"],
+[type="password"],
+[type="number"],
+[type="date"],
+[type="datetime-local"],
+[type="month"],
+[type="search"],
+[type="tel"],
+[type="time"],
+[type="week"],
+[multiple],
+textarea,
+select,
+[type="checkbox"],
+[type="radio"],
+.filament-forms-repeater-component * {
+    @apply !shadow-none bg-moonlight;
+}
+
+div.p-2.space-y-2.bg-white.rounded-xl {
+    @apply bg-moonlight dark:!bg-gray-800;
+}
+
+.filament-tables-empty-state {
+    @apply bg-moonlight;
+}
+
+.filament-tables-row {
+    @apply transition hover:!bg-gray-100 dark:hover:!bg-gray-500/10 even:!bg-platinum dark:even:!bg-gray-900;
+}
+
+.filament-forms-markdown-editor-component-toolbar-button {
+    @apply bg-moonlight;
+}
+
+button.relative.w-full.cursor-default {
+    @apply bg-moonlight;
+}
+
+div.absolute.z-10.my-1.hidden {
+    @apply bg-moonlight;
+}
+
+textarea[id="data.notes"] {
+    @apply bg-moonlight dark:!bg-gray-700;
+}
+
+.filament-modal-window {
+    @apply bg-moonlight;
+}
+
+.filament-stats-card {
+    @apply bg-moonlight;
+}
+
+
+.filament-dropdown-panel {
+    @apply bg-moonlight;
+}
+
+.filament-forms-tabs-component {
+    @apply bg-moonlight;
+}
+
+.filament-forms-tabs-component-button-active {
+    @apply bg-moonlight;
+}
+
+.choices__inner {
+    @apply bg-moonlight;
+}
+
+.choices__list--dropdown,
+.choices__list[aria-expanded] {
+    @apply bg-moonlight;
+}
+
+div.prose.block.h-full {
+    @apply bg-moonlight;
+}
+
+.filament-body {
+    @apply bg-platinum;
+}
+
+.filepond--root[data-style-panel-aspect-ratio] .filepond--drop-label {
+    transform: translateY(-50%) !important;
+    position: absolute;
+    top: 50%;
+}
+
+.filament-main-topbar,
+.filament-sidebar-header {
+    @apply bg-translucent dark:!bg-gray-800;
+}
+
+
+.apexcharts-title-text {
+    @apply fill-gray-600 dark:fill-gray-100 font-semibold !important;
+}
+
+.apexcharts-subtitle-text {
+    @apply fill-gray-500 dark:fill-gray-400 font-normal !important;
+}
+
+.apexcharts-legend-text {
+    @apply text-gray-500 dark:text-gray-400 font-medium !important;
+}
+
+.apexcharts-text, .apexcharts-xaxis-label, .apexcharts-yaxis-label {
+    @apply fill-gray-400 dark:fill-gray-500 font-medium !important;
+}
+
+@screen lg {
+    .filament-sidebar {
+        @apply bg-transparent dark:!bg-transparent shadow-none lg:!border-r-0 rtl:lg:!border-l-0;
+    }
+
+    .filament-sidebar-header {
+        @apply border-r rtl:border-l;
+    }
+}
+
+.filament-sidebar-group > button {
+    @apply outline-offset-8 rounded-sm;
+}
+
+.filament-sidebar nav li:not(.filament-sidebar-group) div {
+    border-top: none;
+}
+
+.filament-sidebar-group button p {
+    @apply text-primary-600 dark:!text-primary-500;
+}
+
+.filament-versions-nav-component {
+    @apply border-t-0;
+}
+
+
+

resources/views/filament/pages/default-setting.blade.php

@@ -0,0 +1,3 @@
+<x-filament::page>
+    @livewire('default-setting')
+</x-filament::page>

resources/views/livewire/default-setting.blade.php

@@ -0,0 +1,13 @@
+<div>
+    <form wire:submit.prevent="create">
+        {{ $this->form }}
+
+        <div class="mt-6">
+            <div class="flex flex-wrap items-center gap-4 justify-start">
+                <x-filament::button type="submit">
+                    {{ __('Save Changes') }}
+                </x-filament::button>
+            </div>
+        </div>
+    </form>
+</div>

resources/views/vendor/filament-companies/companies/company-employee-manager.blade.php

@@ -85,9 +85,9 @@
                 {{ __('filament-companies::default.action_section_descriptions.pending_company_invitations') }}
             </x-slot>
 
-            <div class="overflow-x-auto space-y-2 bg-white rounded-xl shadow dark:border-gray-600 dark:bg-gray-800 col-span-2 mt-5 sm:col-span-1 md:col-start-2 md:mt-0">
+            <div class="overflow-x-auto space-y-2 bg-moonlight rounded-xl shadow dark:border-gray-600 dark:bg-gray-800 col-span-2 mt-5 sm:col-span-1 md:col-start-2 md:mt-0">
                 <table class="w-full divide-y divide-gray-200 dark:divide-gray-700">
-                    <thead class="bg-gray-100 dark:bg-gray-800">
+                    <thead class="bg-moonlight dark:bg-gray-800">
                     <tr>
                         <th colspan="3" class="px-6 py-3 text-left text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wider">
                             {{ __('filament-companies::default.fields.email') }}
@@ -136,9 +136,9 @@
             </x-slot>
 
             <!-- Company Employee List -->
-            <div class="overflow-x-auto space-y-2 bg-white rounded-xl shadow dark:border-gray-600 dark:bg-gray-800 col-span-2 mt-5 sm:col-span-1 md:col-start-2 md:mt-0">
+            <div class="overflow-x-auto space-y-2 bg-moonlight rounded-xl shadow dark:border-gray-600 dark:bg-gray-800 col-span-2 mt-5 sm:col-span-1 md:col-start-2 md:mt-0">
                 <table class="w-full divide-y divide-gray-200 dark:divide-gray-700">
-                    <thead class="bg-white dark:bg-gray-800">
+                    <thead class="bg-moonlight dark:bg-gray-800">
                     <tr>
                         <th scope="col" colspan="3" class="px-6 py-3 text-left text-xs font-medium text-gray-600 dark:text-gray-400 uppercase tracking-wider">
                             {{ __('filament-companies::default.fields.name') }}
@@ -162,12 +162,12 @@
                             <td colspan="1" class="px-6 py-4 whitespace-nowrap">
                                 <div class="space-x-2 text-right">
                                     <!-- Manage Company Employee Role -->
-                                    @if (Gate::check('addCompanyEmployee', $company) && Wallo\FilamentCompanies\FilamentCompanies::hasRoles())
-                                        <x-filament::button size="sm" outlined="true" :icon="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key == 'admin') ? 'heroicon-o-shield-check' : 'heroicon-o-pencil'" :color="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key == 'admin') ? 'primary' : 'warning'" wire:click="manageRole('{{ $user->id }}')">
+                                    @if (Gate::check('updateCompanyEmployee', $company) && Wallo\FilamentCompanies\FilamentCompanies::hasRoles())
+                                        <x-filament::button size="sm" outlined="true" :icon="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key === 'admin') ? 'heroicon-o-shield-check' : 'heroicon-o-pencil'" :color="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key === 'admin') ? 'primary' : 'warning'" wire:click="manageRole('{{ $user->id }}')">
                                             {{ Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->name }}
                                         </x-filament::button>
                                     @elseif (Wallo\FilamentCompanies\FilamentCompanies::hasRoles())
-                                        <x-filament::button size="sm" disabled="true" outlined="true" :icon="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key == 'admin') ? 'heroicon-o-shield-check' : 'heroicon-o-pencil'" color="secondary">
+                                        <x-filament::button size="sm" disabled="true" outlined="true" :icon="(Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->key === 'admin') ? 'heroicon-o-shield-check' : 'heroicon-o-pencil'" color="secondary">
                                             {{ Wallo\FilamentCompanies\FilamentCompanies::findRole($user->employeeship->role)->name }}
                                         </x-filament::button>
                                     @endif

resources/views/vendor/forms/components/section.blade.php

@@ -0,0 +1,171 @@
+@php
+    $isAside = $isAside();
+    $isCollapsed = $isCollapsed();
+    $isCollapsible = $isCollapsible() && (! $isAside);
+    $isCompact = $isCompact();
+    $isFormBefore = $isFormBefore();
+@endphp
+
+<div
+        @if ($isCollapsible)
+            x-data="{
+            isCollapsed: @js($isCollapsed),
+        }"
+        x-on:open-form-section.window="if ($event.detail.id == $el.id) isCollapsed = false"
+        x-on:collapse-form-section.window="if ($event.detail.id == $el.id) isCollapsed = true"
+        x-on:toggle-form-section.window="if ($event.detail.id == $el.id) isCollapsed = ! isCollapsed"
+        x-on:expand-concealing-component.window="
+            error = $el.querySelector('[data-validation-error]')
+
+            if (! error) {
+                return
+            }
+
+            isCollapsed = false
+
+            if (document.body.querySelector('[data-validation-error]') !== error) {
+                return
+            }
+
+            setTimeout(
+                () =>
+                    $el.scrollIntoView({
+                        behavior: 'smooth',
+                        block: 'start',
+                        inline: 'start',
+                    }),
+                200,
+            )
+        "
+        @endif
+        id="{{ $getId() }}"
+        {{
+            $attributes
+                ->merge($getExtraAttributes())
+                ->class([
+                    'filament-forms-section-component',
+                    'rounded-xl border border-gray-300 bg-moonlight' => ! $isAside,
+                    'grid grid-cols-1' => $isAside,
+                    'md:grid-cols-2' => $isAside && ! $isCompact,
+                    'md:grid-cols-3' => $isAside && $isCompact,
+                    'md:order-last' => $isFormBefore,
+                    'dark:border-gray-600 dark:bg-gray-800' => config('forms.dark_mode') && ! $isAside,
+                ])
+        }}
+        {{ $getExtraAlpineAttributeBag() }}
+>
+    <div
+            @class([
+                'filament-forms-section-header-wrapper flex overflow-hidden rounded-t-xl rtl:space-x-reverse',
+                'min-h-[40px]' => $isCompact,
+                'min-h-[56px]' => ! $isCompact,
+                'pb-4' => $isAside,
+                'pr-6' => $isAside && ! $isFormBefore,
+                'pl-6' => $isAside && $isFormBefore,
+                'items-center bg-moonlight px-6 py-4 border-b-2 border-b-platinum' => ! $isAside,
+                'dark:bg-gray-800 dark:border-b-gray-900' => config('forms.dark_mode') && (! $isAside),
+            ])
+            @if ($isCollapsible)
+                x-bind:class="{ 'rounded-b-xl': isCollapsed }"
+            x-on:click="isCollapsed = ! isCollapsed"
+            @endif
+    >
+        <div
+                @class([
+                    'filament-forms-section-header flex-1 space-y-1',
+                    'cursor-pointer' => $isCollapsible,
+                ])
+        >
+            <h3
+                    @class([
+                        'pointer-events-none flex flex-row items-center font-bold tracking-tight',
+                        'text-xl' => ! $isCompact || $isAside,
+                    ])
+            >
+                @if ($icon = $getIcon())
+                    <x-dynamic-component
+                            :component="$icon"
+                            @class([
+                                'mr-1',
+                                'h-4 w-4' => $isCompact && ! $isAside,
+                                'h-6 w-6' => ! $isCompact || $isAside,
+                            ])
+                    />
+                @endif
+
+                {{ $getHeading() }}
+            </h3>
+
+            @if ($description = $getDescription())
+                <p
+                        @class([
+                            'text-gray-500',
+                            'text-sm' => $isCompact && ! $isAside,
+                            'text-base' => ! $isCompact || $isAside,
+                        ])
+                >
+                    {{ $description }}
+                </p>
+            @endif
+        </div>
+
+        @if ($isCollapsible)
+            <button
+                    x-on:click.stop="isCollapsed = ! isCollapsed"
+                    x-bind:class="{
+                    '-rotate-180': ! isCollapsed,
+                }"
+                    type="button"
+                    @class([
+                        'flex transform items-center justify-center rounded-full text-primary-500 outline-none hover:bg-gray-500/5 focus:bg-primary-500/10',
+                        'h-10 w-10' => ! $isCompact,
+                        '-my-1 h-8 w-8' => $isCompact,
+                        '-rotate-180' => ! $isCollapsed,
+                    ])
+            >
+                <svg
+                        @class([
+                            'h-7 w-7' => ! $isCompact,
+                            'h-5 w-5' => $isCompact,
+                        ])
+                        xmlns="http://www.w3.org/2000/svg"
+                        fill="none"
+                        viewBox="0 0 24 24"
+                        stroke="currentColor"
+                >
+                    <path
+                            stroke-linecap="round"
+                            stroke-linejoin="round"
+                            stroke-width="2"
+                            d="M19 9l-7 7-7-7"
+                    />
+                </svg>
+            </button>
+        @endif
+    </div>
+
+    <div
+            @if ($isCollapsible)
+                x-bind:class="{ 'invisible h-0 !m-0 overflow-y-hidden': isCollapsed }"
+            x-bind:aria-expanded="(! isCollapsed).toString()"
+            @if ($isCollapsed) x-cloak @endif
+            @endif
+            @class([
+                'filament-forms-section-content-wrapper',
+                'col-span-2' => $isAside && $isCompact,
+                'md:order-first' => $isFormBefore,
+            ])
+    >
+        <div
+                @class([
+                    'filament-forms-section-content',
+                    'rounded-xl border border-gray-300 bg-moonlight' => $isAside,
+                    'dark:border-gray-600 dark:bg-gray-800' => config('forms.dark_mode') && $isAside,
+                    'p-6' => ! $isCompact || $isAside,
+                    'p-4' => $isCompact && ! $isAside,
+                ])
+        >
+            {{ $getChildComponentContainer() }}
+        </div>
+    </div>
+</div>

tailwind.config.js

@@ -1,4 +1,5 @@
 const colors = require('tailwindcss/colors')
+const defaultTheme = require('tailwindcss/defaultTheme')
 
 /** @type {import('tailwindcss').Config} */
 module.exports = {
@@ -12,10 +13,27 @@ module.exports = {
     extend: {
       colors: {
         danger: colors.rose,
-        primary: colors.blue,
+        primary: {
+          50: '#F2F3FA',
+          100: '#D8DBF5',
+          200: '#B4B9EB',
+          300: '#9297E1',
+          400: '#7075D7',
+          500: '#454DC8',
+          600: '#27285C',
+          700: '#2D2F6A',
+          800: '#37387E',
+          900: '#414292',
+        },
         success: colors.green,
         warning: colors.yellow,
+        platinum: '#E8E9EB',
+        moonlight: '#F6F5F3',
+        translucent: 'rgba(54, 54, 52, 0.06)',
       },
+      fontFamily: {
+        sans: ['DM Sans', ...defaultTheme.fontFamily.sans],
+      }
     },
   },
   plugins: [