update: Plaid transaction import

app/Events/StartTransactionImport.php

@@ -16,14 +16,14 @@ class StartTransactionImport
 
     public ConnectedBankAccount $connectedBankAccount;
 
-    public mixed $selectedBankAccountId;
+    public int | string $selectedBankAccountId;
 
-    public mixed $startDate;
+    public string $startDate;
 
     /**
      * Create a new event instance.
      */
-    public function __construct($company, $connectedBankAccount, $selectedBankAccountId, $startDate)
+    public function __construct(Company $company, ConnectedBankAccount $connectedBankAccount, int | string $selectedBankAccountId, string $startDate)
     {
         $this->company = $company;
         $this->connectedBankAccount = $connectedBankAccount;

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

@@ -80,13 +80,16 @@ class TransactionResource extends Resource
 
                         return Carbon::parse($state)->translatedFormat($dateFormat);
                     }),
+                Tables\Columns\TextColumn::make('bankAccount.account.name')
+                    ->label('Account')
+                    ->sortable(),
                 Tables\Columns\TextColumn::make('description')
-                    ->wrap()
+                    ->limit(50)
                     ->label('Description'),
                 Tables\Columns\TextColumn::make('category.name')
                     ->label('Category')
                     ->html()
-                    ->formatStateUsing(function ($state, Transaction $record) {
+                    ->formatStateUsing(static function ($state, Transaction $record) {
                         $color = $record->category->color ?? '#000000';
 
                         return "<span style='display: inline-block; width: 8px; height: 8px; background-color: {$color}; border-radius: 50%; margin-right: 3px;'></span> {$state}";
@@ -98,6 +101,7 @@ class TransactionResource extends Resource
                     ->color(static fn (Transaction $record) => $record->type === 'expense' ? 'danger' : null)
                     ->currency(static fn (Transaction $record) => $record->bankAccount->account->currency_code ?? 'USD', true),
             ])
+            ->defaultSort('posted_at', 'desc')
             ->filters([
                 //
             ])

app/Http/Controllers/PlaidController.php

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

app/Listeners/CreateConnectedAccount.php

@@ -69,6 +69,8 @@ class CreateConnectedAccount
             'external_account_id' => $plaidAccount->account_id,
             'access_token' => $accessToken,
             'item_id' => $authResponse->item->item_id,
+            'currency_code' => $plaidAccount->balances->iso_currency_code ?? 'USD',
+            'current_balance' => $plaidAccount->balances->current ?? 0,
             'name' => $plaidAccount->name,
             'mask' => $plaidAccount->mask,
             'type' => $plaidAccount->type,

app/Listeners/HandleTransactionImport.php

@@ -2,34 +2,36 @@
 
 namespace App\Listeners;
 
-use App\Enums\Accounting\AccountCategory;
-use App\Enums\Accounting\AccountType;
 use App\Events\StartTransactionImport;
 use App\Models\Accounting\Account;
-use App\Models\Accounting\AccountSubtype;
-use App\Models\Accounting\Transaction;
-use App\Models\Banking\BankAccount;
 use App\Models\Banking\ConnectedBankAccount;
 use App\Models\Company;
-use App\Models\Setting\Category;
-use App\Models\Setting\Currency;
+use App\Services\AccountService;
+use App\Services\BankAccountService;
 use App\Services\PlaidService;
-use App\Utilities\Currency\CurrencyAccessor;
+use App\Services\TransactionService;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
-use Illuminate\Support\Facades\Log;
-use Illuminate\Support\Str;
 
 class HandleTransactionImport
 {
     protected PlaidService $plaid;
 
+    protected BankAccountService $bankAccountService;
+
+    protected AccountService $accountService;
+
+    protected TransactionService $transactionService;
+
     /**
      * Create the event listener.
      */
-    public function __construct(PlaidService $plaid)
+    public function __construct(PlaidService $plaid, BankAccountService $bankAccountService, AccountService $accountService, TransactionService $transactionService)
     {
         $this->plaid = $plaid;
+        $this->bankAccountService = $bankAccountService;
+        $this->accountService = $accountService;
+        $this->transactionService = $transactionService;
     }
 
     /**
@@ -51,23 +53,18 @@ class HandleTransactionImport
 
         $accessToken = $connectedBankAccount->access_token;
 
-        $bankAccount = $selectedBankAccountId === 'new'
-            ? $this->processNewBankAccount($company, $connectedBankAccount, $accessToken)
-            : BankAccount::find($selectedBankAccountId);
+        $bankAccount = $this->bankAccountService->getOrProcessBankAccount($company, $connectedBankAccount, $selectedBankAccountId);
+        $account = $this->accountService->getOrProcessAccount($bankAccount, $company, $connectedBankAccount);
 
-        if ($bankAccount) {
-            $connectedBankAccount->update([
-                'bank_account_id' => $bankAccount->id,
-                'import_transactions' => true,
-            ]);
-
-            $account = $bankAccount->account;
+        $connectedBankAccount->update([
+            'bank_account_id' => $bankAccount->id,
+            'import_transactions' => true,
+        ]);
 
-            $this->processTransactions($startDate, $company, $connectedBankAccount, $accessToken, $account);
-        }
+        $this->processTransactions($startDate, $company, $connectedBankAccount, $accessToken, $account);
     }
 
-    public function processTransactions($startDate, Company $company, ConnectedBankAccount $connectedBankAccount, $accessToken, Account $account): void
+    public function processTransactions(string $startDate, Company $company, ConnectedBankAccount $connectedBankAccount, string $accessToken, Account $account): void
     {
         $endDate = Carbon::now()->toDateString();
         $startDate = Carbon::parse($startDate)->toDateString();
@@ -76,232 +73,12 @@ class HandleTransactionImport
             'account_ids' => [$connectedBankAccount->external_account_id],
         ]);
 
-        if (! empty($transactionsResponse->transactions)) {
-            foreach ($transactionsResponse->transactions as $transaction) {
-                $this->storeTransaction($company, $account, $connectedBankAccount, $transaction);
-            }
-        }
-    }
+        if (filled($transactionsResponse->transactions)) {
+            $transactions = array_reverse($transactionsResponse->transactions);
+            $currentBalance = $transactionsResponse->accounts[0]->balances->current;
 
-    public function storeTransaction(Company $company, Account $account, ConnectedBankAccount $connectedBankAccount, $transaction): void
-    {
-        if ($account->category === AccountCategory::Asset) {
-            $transactionType = $transaction->amount < 0 ? 'income' : 'expense';
-        } else {
-            $transactionType = $transaction->amount < 0 ? 'expense' : 'income';
+            $this->transactionService->createStartingBalanceIfNeeded($company, $account, $connectedBankAccount, $transactions, $currentBalance, $startDate);
+            $this->transactionService->storeTransactions($company, $account, $connectedBankAccount, $transactions);
         }
-
-        $method = $transactionType === 'income' ? 'deposit' : 'withdrawal';
-        $paymentChannel = $transaction->payment_channel ?? 'other';
-        $category = $this->getCategoryFromTransaction($company, $transaction, $transactionType);
-        $chartAccount = $category->account ?? $this->getChartFromTransaction($company, $transaction, $transactionType);
-
-        $postedAt = $transaction->datetime ?? Carbon::parse($transaction->date)->toDateTimeString();
-
-        $description = $transaction->original_description ?? $transaction->name;
-
-        Log::info('Transaction description:', [
-            'name' => $transaction->name,
-            'description' => $description,
-            'amount' => $transaction->amount,
-            'detailedCategory' => $transaction->personal_finance_category->detailed,
-            'primaryCategory' => $transaction->personal_finance_category->primary,
-        ]);
-
-        $transactionRecord = $account->transactions()->create([
-            'company_id' => $company->id,
-            'category_id' => $category->id,
-            'bank_account_id' => $connectedBankAccount->bank_account_id,
-            'type' => $transactionType,
-            'amount' => abs($transaction->amount),
-            'method' => $method,
-            'payment_channel' => $paymentChannel,
-            'posted_at' => $postedAt,
-            'description' => $description,
-            'pending' => $transaction->pending,
-            'reviewed' => false,
-        ]);
-
-        $this->createJournalEntries($company, $account, $transactionRecord, $chartAccount);
-    }
-
-    public function createJournalEntries(Company $company, Account $account, Transaction $transaction, Account $chartAccount): void
-    {
-        // For an expense (withdrawal) transaction, we need to credit the liability or asset account ($account), and debit the expense account ($chartAccount)
-        // For an income (deposit) transaction, we need to debit the liability or asset account ($account), and credit the revenue account ($chartAccount)
-        // Debiting an Asset account increases its balance. Crediting an Asset account decreases its balance.
-        // Crediting a Liability account increases its balance. Debiting a Liability account decreases its balance.
-        // Expense accounts should always be debited. Revenue accounts should always be credited.
-        $debitAccount = $transaction->type === 'expense' ? $chartAccount : $account;
-        $creditAccount = $transaction->type === 'expense' ? $account : $chartAccount;
-
-        $amount = $transaction->amount;
-
-        $debitAccount->journalEntries()->create([
-            'company_id' => $company->id,
-            'transaction_id' => $transaction->id,
-            'type' => 'debit',
-            'amount' => $amount,
-            'description' => $transaction->description,
-        ]);
-
-        $creditAccount->journalEntries()->create([
-            'company_id' => $company->id,
-            'transaction_id' => $transaction->id,
-            'type' => 'credit',
-            'amount' => $amount,
-            'description' => $transaction->description,
-        ]);
-    }
-
-    public function getCategoryFromTransaction(Company $company, $transaction, string $transactionType): Category
-    {
-        $acceptableConfidenceLevels = ['VERY_HIGH', 'HIGH'];
-
-        $userCategories = $company->categories()->get();
-        $plaidDetail = $transaction->personal_finance_category->detailed ?? null;
-        $plaidPrimary = $transaction->personal_finance_category->primary ?? null;
-
-        $category = null;
-
-        if ($plaidDetail !== null && in_array($transaction->personal_finance_category->confidence_level, $acceptableConfidenceLevels, true)) {
-            $category = $this->matchCategory($userCategories, $plaidDetail, $transactionType);
-        }
-
-        if ($plaidPrimary !== null && ($category === null || $this->isUncategorized($category))) {
-            $category = $this->matchCategory($userCategories, $plaidPrimary, $transactionType);
-        }
-
-        return $category ?? $this->getUncategorizedCategory($company, $transaction, $transactionType);
-    }
-
-    public function isUncategorized(Category $category): bool
-    {
-        return Str::contains(strtolower($category->name), 'other');
-    }
-
-    public function matchCategory($userCategories, $plaidCategory, string $transactionType): ?Category
-    {
-        $plaidWords = explode(' ', strtolower($plaidCategory));
-
-        $bestMatchCategory = null;
-        $bestMatchScore = 0; // Higher is better
-
-        foreach ($userCategories as $category) {
-            if (strtolower($category->type->value) !== strtolower($transactionType)) {
-                continue;
-            }
-
-            $categoryWords = explode(' ', strtolower($category->name));
-            $matchScore = count(array_intersect($plaidWords, $categoryWords));
-
-            if ($matchScore > $bestMatchScore) {
-                $bestMatchScore = $matchScore;
-                $bestMatchCategory = $category;
-            }
-        }
-
-        return $bestMatchCategory;
-    }
-
-    public function getUncategorizedCategory(Company $company, $transaction, string $transactionType): Category
-    {
-        $uncategorizedCategoryName = 'Other ' . ucfirst($transactionType);
-        $uncategorizedCategory = $company->categories()->where('type', $transactionType)->where('name', $uncategorizedCategoryName)->first();
-
-        if ($uncategorizedCategory === null) {
-            $uncategorizedCategory = $company->categories()->where('type', $transactionType)->where('name', 'Other')->first();
-
-            if ($uncategorizedCategory === null) {
-                $uncategorizedCategory = $company->categories()->where('name', 'Other')->first();
-            }
-        }
-
-        return $uncategorizedCategory;
-    }
-
-    public function getChartFromTransaction(Company $company, $transaction, string $transactionType): Account
-    {
-        if ($transactionType === 'income') {
-            $chart = $company->accounts()->where('type', AccountType::UncategorizedRevenue)->where('name', 'Uncategorized Income')->first();
-        } else {
-            $chart = $company->accounts()->where('type', AccountType::UncategorizedExpense)->where('name', 'Uncategorized Expense')->first();
-        }
-
-        return $chart;
-    }
-
-    public function processNewBankAccount(Company $company, ConnectedBankAccount $connectedBankAccount, $accessToken): BankAccount
-    {
-        $bankAccount = $connectedBankAccount->bankAccount()->create([
-            'company_id' => $company->id,
-            'institution_id' => $connectedBankAccount->institution_id,
-            'type' => $connectedBankAccount->type,
-            'number' => $connectedBankAccount->mask,
-            'enabled' => BankAccount::where('company_id', $company->id)->where('enabled', true)->doesntExist(),
-        ]);
-
-        $this->mapAccountDetails($bankAccount, $company, $accessToken, $connectedBankAccount);
-
-        return $bankAccount;
-    }
-
-    public function mapAccountDetails(BankAccount $bankAccount, Company $company, $accessToken, ConnectedBankAccount $connectedBankAccount): void
-    {
-        $this->ensureCurrencyExists($company->id, 'USD');
-
-        $accountSubtype = $this->getAccountSubtype($bankAccount->type->value);
-
-        $accountSubtypeId = $this->resolveAccountSubtypeId($company, $accountSubtype);
-
-        $bankAccount->account()->create([
-            'company_id' => $company->id,
-            'name' => $connectedBankAccount->name,
-            'currency_code' => 'USD',
-            'description' => $connectedBankAccount->name,
-            'subtype_id' => $accountSubtypeId,
-            'active' => true,
-        ]);
-    }
-
-    public function ensureCurrencyExists(int $companyId, string $currencyCode): void
-    {
-        $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
-
-        $hasDefaultCurrency = $defaultCurrency !== null;
-
-        $currency_code = currency($currencyCode);
-
-        Currency::firstOrCreate([
-            'company_id' => $companyId,
-            'code' => $currencyCode,
-        ], [
-            'name' => $currency_code->getName(),
-            'rate' => $currency_code->getRate(),
-            'precision' => $currency_code->getPrecision(),
-            'symbol' => $currency_code->getSymbol(),
-            'symbol_first' => $currency_code->isSymbolFirst(),
-            'decimal_mark' => $currency_code->getDecimalMark(),
-            'thousands_separator' => $currency_code->getThousandsSeparator(),
-            'enabled' => ! $hasDefaultCurrency,
-        ]);
-    }
-
-    public function getAccountSubtype(string $plaidType): string
-    {
-        return match ($plaidType) {
-            'depository' => 'Cash and Cash Equivalents',
-            'credit' => 'Short-Term Borrowings',
-            'loan' => 'Long-Term Borrowings',
-            'investment' => 'Long-Term Investments',
-            'other' => 'Other Current Assets',
-        };
-    }
-
-    public function resolveAccountSubtypeId(Company $company, string $accountSubtype): int
-    {
-        return AccountSubtype::where('company_id', $company->id)
-            ->where('name', $accountSubtype)
-            ->value('id');
     }
 }

app/Listeners/PopulateAccountFromPlaid.php

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

app/Listeners/SyncTransactionsFromPlaid.php

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

app/Models/Accounting/Account.php

@@ -7,9 +7,11 @@ use App\Enums\Accounting\AccountCategory;
 use App\Enums\Accounting\AccountType;
 use App\Models\Setting\Category;
 use App\Models\Setting\Currency;
+use App\Observers\AccountObserver;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use Database\Factories\Accounting\AccountFactory;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -19,6 +21,7 @@ use Illuminate\Database\Eloquent\Relations\HasManyThrough;
 use Illuminate\Database\Eloquent\Relations\MorphTo;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
+#[ObservedBy(AccountObserver::class)]
 class Account extends Model
 {
     use Blamable;
@@ -56,6 +59,7 @@ class Account extends Model
         'starting_balance' => MoneyCast::class,
         'debit_balance' => MoneyCast::class,
         'credit_balance' => MoneyCast::class,
+        'net_movement' => MoneyCast::class,
         'ending_balance' => MoneyCast::class,
         'active' => 'boolean',
         'default' => 'boolean',

app/Models/Accounting/JournalEntry.php

@@ -4,15 +4,18 @@ namespace App\Models\Accounting;
 
 use App\Casts\MoneyCast;
 use App\Models\Banking\BankAccount;
+use App\Observers\JournalEntryObserver;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use Database\Factories\Accounting\JournalEntryFactory;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
+#[ObservedBy(JournalEntryObserver::class)]
 class JournalEntry extends Model
 {
     use Blamable;

app/Models/Accounting/Transaction.php

@@ -6,9 +6,11 @@ use App\Casts\MoneyCast;
 use App\Models\Banking\BankAccount;
 use App\Models\Common\Contact;
 use App\Models\Setting\Category;
+use App\Observers\TransactionObserver;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use Database\Factories\Accounting\TransactionFactory;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
@@ -16,6 +18,7 @@ use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Illuminate\Database\Eloquent\Relations\HasMany;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
+#[ObservedBy(TransactionObserver::class)]
 class Transaction extends Model
 {
     use Blamable;

app/Models/Banking/BankAccount.php

@@ -4,11 +4,13 @@ namespace App\Models\Banking;
 
 use App\Enums\BankAccountType;
 use App\Models\Accounting\Account;
+use App\Observers\BankAccountObserver;
 use App\Traits\Blamable;
 use App\Traits\CompanyOwned;
 use App\Traits\HasDefault;
 use App\Traits\SyncsWithCompanyDefaults;
 use Database\Factories\Banking\BankAccountFactory;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
 use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
@@ -18,6 +20,7 @@ use Illuminate\Database\Eloquent\Relations\HasOne;
 use Illuminate\Database\Eloquent\Relations\MorphOne;
 use Wallo\FilamentCompanies\FilamentCompanies;
 
+#[ObservedBy(BankAccountObserver::class)]
 class BankAccount extends Model
 {
     use Blamable;

app/Models/Banking/ConnectedBankAccount.php

@@ -25,6 +25,8 @@ class ConnectedBankAccount extends Model
         'access_token',
         'identifier',
         'item_id',
+        'currency_code',
+        'current_balance',
         'name',
         'mask',
         'type',

app/Observers/JournalEntryObserver.php

@@ -15,79 +15,82 @@ class JournalEntryObserver
     {
         $account = $journalEntry->account;
 
+        $amount = $this->cleanAmount($journalEntry->amount);
+
         if ($account) {
-            $this->adjustBalance($account, $journalEntry->type, $journalEntry->amount);
+            $this->adjustBalance($account, $journalEntry->type, $amount);
         }
     }
 
-    private function updateEndingBalance(Account $account): void
+    private function cleanAmount($amount): string
     {
-        $netMovementStrategy = match ($account->category) {
-            AccountCategory::Asset, AccountCategory::Expense => $account->debit_balance - $account->credit_balance,
-            AccountCategory::Liability, AccountCategory::Equity, AccountCategory::Revenue => $account->credit_balance - $account->debit_balance,
-        };
+        return str_replace(',', '', $amount);
+    }
 
-        $account->net_movement = $netMovementStrategy;
+    private function adjustBalance(Account $account, $type, $amount): void
+    {
+        $debitBalance = $this->cleanAmount($account->debit_balance);
+        $creditBalance = $this->cleanAmount($account->credit_balance);
 
-        if (in_array($account->category, [AccountCategory::Asset, AccountCategory::Liability, AccountCategory::Equity], true)) {
-            $account->ending_balance = $account->starting_balance + $account->net_movement;
+        if ($type === 'debit') {
+            $account->debit_balance = bcadd($debitBalance, $amount, 2);
+        } elseif ($type === 'credit') {
+            $account->credit_balance = bcadd($creditBalance, $amount, 2);
         }
 
-        $account->save();
+        $this->updateNetMovement($account);
+        $this->updateEndingBalance($account);
     }
 
-    /**
-     * Handle the JournalEntry "updated" event.
-     */
-    public function updated(JournalEntry $journalEntry): void
+    private function updateNetMovement(Account $account): void
     {
-        $accountChanged = $journalEntry->wasChanged('account_id');
-        $amountChanged = $journalEntry->wasChanged('amount');
-        $typeChanged = $journalEntry->wasChanged('type');
-
-        $originalAccountId = $journalEntry->getOriginal('account_id');
-        $originalAmount = $journalEntry->getOriginal('amount');
-        $originalType = $journalEntry->getOriginal('type');
+        $debitBalance = $this->cleanAmount($account->debit_balance);
+        $creditBalance = $this->cleanAmount($account->credit_balance);
 
-        if ($accountChanged || $amountChanged || $typeChanged) {
-            // Revert the effects of the original journal entry
-            $originalAccount = Account::find($originalAccountId);
-
-            if ($originalAccount) {
-                $this->adjustBalance($originalAccount, $originalType, -$originalAmount);
-            }
-        }
+        $netMovementStrategy = match ($account->category) {
+            AccountCategory::Asset, AccountCategory::Expense => bcsub($debitBalance, $creditBalance, 2),
+            AccountCategory::Liability, AccountCategory::Equity, AccountCategory::Revenue => bcsub($creditBalance, $debitBalance, 2),
+        };
 
-        $newAccount = ($accountChanged) ? Account::find($journalEntry->account_id) : $journalEntry->account;
+        $account->net_movement = $netMovementStrategy;
 
-        if ($newAccount) {
-            $this->adjustBalance($newAccount, $journalEntry->type, $journalEntry->amount);
-        }
+        $account->save();
     }
 
-    private function adjustBalance(Account $account, $type, $amount): void
+    private function updateEndingBalance(Account $account): void
     {
-        if ($type === 'debit') {
-            $account->debit_balance += $amount;
-        } elseif ($type === 'credit') {
-            $account->credit_balance += $amount;
+        $startingBalance = $this->cleanAmount($account->starting_balance);
+        $netMovement = $this->cleanAmount($account->net_movement);
+
+        if (in_array($account->category, [AccountCategory::Asset, AccountCategory::Liability, AccountCategory::Equity], true)) {
+            $account->ending_balance = bcadd($startingBalance, $netMovement, 2);
         }
 
-        $this->updateEndingBalance($account);
+        $account->save();
     }
 
     /**
-     * Handle the JournalEntry "deleted" event.
+     * Handle the JournalEntry "deleting" event.
      */
-    public function deleted(JournalEntry $journalEntry): void
+    public function deleting(JournalEntry $journalEntry): void
     {
         $account = $journalEntry->account;
 
         if ($account) {
-            $this->adjustBalance($account, $journalEntry->type, -$journalEntry->amount);
+            $amount = $this->cleanAmount($journalEntry->amount);
+
+            $this->adjustBalance($account, $journalEntry->type, -$amount);
         }
     }
 
+    /**
+     * Handle the JournalEntry "deleted" event.
+     */
+    public function deleted(JournalEntry $journalEntry): void
+    {
+        //
+    }
+
     /**
      * Handle the JournalEntry "restored" event.
      */

app/Observers/TransactionObserver.php

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Observers;
+
+use App\Models\Accounting\JournalEntry;
+use App\Models\Accounting\Transaction;
+use Illuminate\Support\Facades\DB;
+
+class TransactionObserver
+{
+    /**
+     * Handle the Transaction "created" event.
+     */
+    public function created(Transaction $transaction): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Transaction "updated" event.
+     */
+    public function updated(Transaction $transaction): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Transaction "deleting" event.
+     */
+    public function deleting(Transaction $transaction): void
+    {
+        DB::transaction(static function () use ($transaction) {
+            $transaction->journalEntries()->each(fn (JournalEntry $entry) => $entry->delete());
+        });
+    }
+
+    /**
+     * Handle the Transaction "deleted" event.
+     */
+    public function deleted(Transaction $transaction): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Transaction "restored" event.
+     */
+    public function restored(Transaction $transaction): void
+    {
+        //
+    }
+
+    /**
+     * Handle the Transaction "force deleted" event.
+     */
+    public function forceDeleted(Transaction $transaction): void
+    {
+        //
+    }
+}

app/Providers/EventServiceProvider.php

@@ -16,20 +16,12 @@ use App\Listeners\ConfigureCompanyNavigation;
 use App\Listeners\CreateCompanyDefaults;
 use App\Listeners\CreateConnectedAccount;
 use App\Listeners\HandleTransactionImport;
-use App\Listeners\PopulateAccountFromPlaid;
 use App\Listeners\SyncAssociatedModels;
-use App\Listeners\SyncTransactionsFromPlaid;
 use App\Listeners\SyncWithCompanyDefaults;
 use App\Listeners\UpdateAccountBalances;
 use App\Listeners\UpdateCurrencyRates;
-use App\Models\Accounting\Account;
-use App\Models\Accounting\JournalEntry;
-use App\Models\Banking\BankAccount;
 use App\Models\Setting\Currency;
-use App\Observers\AccountObserver;
-use App\Observers\BankAccountObserver;
 use App\Observers\CurrencyObserver;
-use App\Observers\JournalEntryObserver;
 use Illuminate\Auth\Events\Registered;
 use Illuminate\Auth\Listeners\SendEmailVerificationNotification;
 use Illuminate\Foundation\Support\Providers\EventServiceProvider as ServiceProvider;
@@ -67,11 +59,8 @@ class EventServiceProvider extends ServiceProvider
         ],
         PlaidSuccess::class => [
             CreateConnectedAccount::class,
-            // PopulateAccountFromPlaid::class,
-            // SyncTransactionsFromPlaid::class,
         ],
         StartTransactionImport::class => [
-            // SyncTransactionsFromPlaid::class,
             HandleTransactionImport::class,
         ],
     ];
@@ -82,10 +71,7 @@ class EventServiceProvider extends ServiceProvider
      * @var array<string, string|object|array<int, string|object>>
      */
     protected $observers = [
-        Currency::class => [CurrencyObserver::class],
-        BankAccount::class => [BankAccountObserver::class],
-        Account::class => [AccountObserver::class],
-        JournalEntry::class => [JournalEntryObserver::class],
+        // Currency::class => [CurrencyObserver::class],
     ];
 
     /**

app/Providers/FilamentCompaniesServiceProvider.php

@@ -90,6 +90,7 @@ class FilamentCompaniesServiceProvider extends PanelProvider
                 'gray' => Color::Gray,
             ])
             ->viteTheme('resources/css/filament/company/theme.css')
+            ->brandLogo(static fn () => view('components.icons.logo'))
             ->tenant(Company::class)
             ->tenantProfile(CompanySettings::class)
             ->tenantRegistration(CreateCompany::class)

app/Services/AccountService.php

@@ -0,0 +1,90 @@
+<?php
+
+namespace App\Services;
+
+use App\Models\Accounting\Account;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+use App\Models\Setting\Currency;
+use Illuminate\Database\Eloquent\ModelNotFoundException;
+
+class AccountService
+{
+    public function getOrProcessAccount(BankAccount $bankAccount, Company $company, ConnectedBankAccount $connectedBankAccount): Account
+    {
+        if ($bankAccount->account()->doesntExist()) {
+            return $this->processNewAccount($bankAccount, $company, $connectedBankAccount);
+        }
+
+        return $bankAccount->account;
+    }
+
+    public function processNewAccount(BankAccount $bankAccount, Company $company, ConnectedBankAccount $connectedBankAccount): Account
+    {
+        $currencyCode = $connectedBankAccount->currency_code ?? 'USD';
+
+        $currency = $this->ensureCurrencyExists($company, $currencyCode);
+
+        $accountSubtype = $this->getAccountSubtype($bankAccount->type->value);
+
+        $accountSubtypeId = $this->resolveAccountSubtypeId($company, $accountSubtype);
+
+        return $bankAccount->account()->create([
+            'company_id' => $company->id,
+            'name' => $connectedBankAccount->name,
+            'currency_code' => $currency->code,
+            'description' => $connectedBankAccount->name,
+            'subtype_id' => $accountSubtypeId,
+            'active' => true,
+        ]);
+    }
+
+    protected function ensureCurrencyExists(Company $company, string $currencyCode): Currency
+    {
+        $currencyRelationship = $company->currencies();
+
+        $defaultCurrency = $currencyRelationship->firstWhere('enabled', true);
+
+        $hasDefaultCurrency = $defaultCurrency !== null;
+
+        $currency_code = currency($currencyCode);
+
+        return $currencyRelationship->firstOrCreate([
+            'code' => $currencyCode,
+        ], [
+            'name' => $currency_code->getName(),
+            'rate' => $currency_code->getRate(),
+            'precision' => $currency_code->getPrecision(),
+            'symbol' => $currency_code->getSymbol(),
+            'symbol_first' => $currency_code->isSymbolFirst(),
+            'decimal_mark' => $currency_code->getDecimalMark(),
+            'thousands_separator' => $currency_code->getThousandsSeparator(),
+            'enabled' => ! $hasDefaultCurrency,
+        ]);
+    }
+
+    protected function getAccountSubtype(string $plaidType): string
+    {
+        return match ($plaidType) {
+            'depository' => 'Cash and Cash Equivalents',
+            'credit' => 'Short-Term Borrowings',
+            'loan' => 'Long-Term Borrowings',
+            'investment' => 'Long-Term Investments',
+            'other' => 'Other Current Assets',
+        };
+    }
+
+    protected function resolveAccountSubtypeId(Company $company, string $accountSubtype): int
+    {
+        $accountSubtypeId = $company->accountSubtypes()
+            ->where('name', $accountSubtype)
+            ->value('id');
+
+        if ($accountSubtypeId === null) {
+            throw new ModelNotFoundException("Account subtype '{$accountSubtype}' not found for company '{$company->name}'");
+        }
+
+        return $accountSubtypeId;
+    }
+}

app/Services/BankAccountService.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Services;
+
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+
+class BankAccountService
+{
+    public function getOrProcessBankAccount(Company $company, ConnectedBankAccount $connectedBankAccount, int | string $selectedBankAccountId): BankAccount
+    {
+        if ($selectedBankAccountId === 'new') {
+            return $this->processNewBankAccount($company, $connectedBankAccount);
+        }
+
+        return $company->bankAccounts()->find($selectedBankAccountId);
+    }
+
+    protected function processNewBankAccount(Company $company, ConnectedBankAccount $connectedBankAccount): BankAccount
+    {
+        return $connectedBankAccount->bankAccount()->create([
+            'company_id' => $company->id,
+            'institution_id' => $connectedBankAccount->institution_id,
+            'type' => $connectedBankAccount->type,
+            'number' => $connectedBankAccount->mask,
+            'enabled' => BankAccount::where('company_id', $company->id)->where('enabled', true)->doesntExist(),
+        ]);
+    }
+}

app/Services/PlaidService.php

@@ -13,7 +13,7 @@ use RuntimeException;
 
 class PlaidService
 {
-    public const string API_VERSION = '2020-09-14';
+    public const API_VERSION = '2020-09-14';
 
     protected ?string $client_id;
 
@@ -194,7 +194,7 @@ class PlaidService
         );
     }
 
-    public function createLinkToken(string $client_name, string $language, array $country_codes, array $user, array $products = []): object
+    public function createLinkToken(string $client_name, string $language, array $country_codes, array $user, array $products): object
     {
         $data = [
             'client_name' => $client_name,

app/Services/TransactionService.php

@@ -0,0 +1,210 @@
+<?php
+
+namespace App\Services;
+
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\Transaction;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+use App\Models\Setting\Category;
+use App\Scopes\CurrentCompanyScope;
+use Illuminate\Support\Carbon;
+
+class TransactionService
+{
+    public function createStartingBalanceIfNeeded(Company $company, Account $account, ConnectedBankAccount $connectedBankAccount, array $transactions, float $currentBalance, string $startDate): void
+    {
+        if ($account->transactions()->withoutGlobalScope(CurrentCompanyScope::class)->doesntExist()) {
+            $accountSign = $account->category === AccountCategory::Asset ? 1 : -1;
+
+            $sumOfTransactions = collect($transactions)->reduce(static function ($carry, $transaction) {
+                return bcadd($carry, (string) -$transaction->amount, 2);
+            }, '0.00');
+
+            $adjustedBalance = (string) ($currentBalance * $accountSign);
+
+            $startingBalance = bcsub($adjustedBalance, $sumOfTransactions, 2);
+
+            $this->createStartingBalanceTransaction($company, $account, $connectedBankAccount, (float) $startingBalance, $startDate);
+        }
+    }
+
+    public function storeTransactions(Company $company, Account $account, ConnectedBankAccount $connectedBankAccount, array $transactions): void
+    {
+        foreach ($transactions as $transaction) {
+            $this->storeTransaction($company, $account, $connectedBankAccount, $transaction);
+        }
+    }
+
+    public function createStartingBalanceTransaction(Company $company, Account $account, ConnectedBankAccount $connectedBankAccount, float $startingBalance, string $startDate): void
+    {
+        [$transactionType, $method] = $startingBalance >= 0 ? ['income', 'deposit'] : ['expense', 'withdrawal'];
+        $category = $this->getUncategorizedCategory($company, $transactionType);
+        $chartAccount = $account->where('category', AccountCategory::Equity)->where('name', 'Owner\'s Equity')->first();
+
+        $transactionRecord = $account->transactions()->create([
+            'company_id' => $company->id,
+            'category_id' => $category->id,
+            'bank_account_id' => $connectedBankAccount->bank_account_id,
+            'type' => $transactionType,
+            'amount' => abs($startingBalance),
+            'method' => $method,
+            'payment_channel' => 'other',
+            'posted_at' => $startDate,
+            'description' => 'Starting Balance',
+            'pending' => false,
+            'reviewed' => true,
+        ]);
+
+        $this->createJournalEntries($company, $account, $transactionRecord, $chartAccount);
+    }
+
+    public function storeTransaction(Company $company, Account $account, ConnectedBankAccount $connectedBankAccount, object $transaction): void
+    {
+        [$transactionType, $method] = $transaction->amount < 0 ? ['income', 'deposit'] : ['expense', 'withdrawal'];
+        $paymentChannel = $transaction->payment_channel;
+        $category = $this->getCategoryFromTransaction($company, $transaction, $transactionType);
+        $chartAccount = $category->account ?? $this->getChartFromTransaction($company, $transactionType);
+        $postedAt = $transaction->datetime ?? Carbon::parse($transaction->date)->toDateTimeString();
+        $description = $transaction->name;
+
+        $transactionRecord = $account->transactions()->create([
+            'company_id' => $company->id,
+            'category_id' => $category->id,
+            'bank_account_id' => $connectedBankAccount->bank_account_id,
+            'type' => $transactionType,
+            'amount' => abs($transaction->amount),
+            'method' => $method,
+            'payment_channel' => $paymentChannel,
+            'posted_at' => $postedAt,
+            'description' => $description,
+            'pending' => $transaction->pending,
+            'reviewed' => false,
+        ]);
+
+        $this->createJournalEntries($company, $account, $transactionRecord, $chartAccount);
+    }
+
+    public function createJournalEntries(Company $company, Account $account, Transaction $transaction, Account $chartAccount): void
+    {
+        $debitAccount = $transaction->type === 'expense' ? $chartAccount : $account;
+        $creditAccount = $transaction->type === 'expense' ? $account : $chartAccount;
+
+        $amount = $transaction->amount;
+
+        $debitAccount->journalEntries()->create([
+            'company_id' => $company->id,
+            'transaction_id' => $transaction->id,
+            'type' => 'debit',
+            'amount' => $amount,
+            'description' => $transaction->description,
+        ]);
+
+        $creditAccount->journalEntries()->create([
+            'company_id' => $company->id,
+            'transaction_id' => $transaction->id,
+            'type' => 'credit',
+            'amount' => $amount,
+            'description' => $transaction->description,
+        ]);
+    }
+
+    public function getCategoryFromTransaction(Company $company, object $transaction, string $transactionType): Category
+    {
+        $companyCategories = $company->categories()
+            ->where('type', $transactionType)
+            ->whereNotIn('name', ['Other Income', 'Other Expense'])
+            ->get();
+
+        $bestMatchName = $this->findBestCategoryMatch($transaction, $companyCategories->pluck('name')->toArray());
+
+        if ($bestMatchName === null) {
+            return $this->getUncategorizedCategory($company, $transactionType);
+        }
+
+        $category = $companyCategories->firstWhere('name', $bestMatchName);
+
+        return $category ?: $this->getUncategorizedCategory($company, $transactionType);
+    }
+
+    private function findBestCategoryMatch(object $transaction, array $userCategories): ?string
+    {
+        $acceptableConfidenceLevels = ['VERY_HIGH', 'HIGH'];
+        $similarityThreshold = 0.7;
+        $plaidDetail = $transaction->personal_finance_category->detailed ?? null;
+        $plaidPrimary = $transaction->personal_finance_category->primary ?? null;
+        $bestMatchName = null;
+        $bestMatchPercent = 0.0;
+
+        foreach ([$plaidDetail, $plaidPrimary] as $plaidCategory) {
+            if ($plaidCategory !== null && in_array($transaction->personal_finance_category->confidence_level, $acceptableConfidenceLevels, true)) {
+                $currentMatchPercent = 0.0;
+                $matchedName = $this->closestCategory($plaidCategory, $userCategories, $currentMatchPercent);
+                if ($currentMatchPercent >= $similarityThreshold && $currentMatchPercent > $bestMatchPercent) {
+                    $bestMatchPercent = $currentMatchPercent;
+                    $bestMatchName = $matchedName;
+                }
+            }
+        }
+
+        return $bestMatchName;
+    }
+
+    public function closestCategory(string $input, array $categories, ?float &$percent): ?string
+    {
+        $inputNormalized = strtolower(str_replace('_', ' ', $input));
+        $originalToNormalized = [];
+        foreach ($categories as $originalCategory) {
+            $normalizedCategory = strtolower(str_replace('_', ' ', $originalCategory));
+            $originalToNormalized[$normalizedCategory] = $originalCategory;
+        }
+
+        $shortest = -1;
+        $closestNormalized = null;
+        foreach ($originalToNormalized as $normalizedCategory => $originalCategory) {
+            $lev = levenshtein($inputNormalized, $normalizedCategory);
+            if ($lev === 0 || $lev < $shortest || $shortest < 0) {
+                $closestNormalized = $normalizedCategory;
+                $shortest = $lev;
+            }
+        }
+
+        if ($closestNormalized !== null) {
+            $percent = 1.0 - ($shortest / max(strlen($inputNormalized), strlen($closestNormalized)));
+
+            return $originalToNormalized[$closestNormalized]; // return the original category name
+        }
+
+        $percent = 0.0;
+
+        return null;
+    }
+
+    public function getUncategorizedCategory(Company $company, string $transactionType): Category
+    {
+        $name = match ($transactionType) {
+            'income' => 'Other Income',
+            'expense' => 'Other Expense',
+        };
+
+        return $company->categories()
+            ->where('type', $transactionType)
+            ->where('name', $name)
+            ->firstOrFail();
+    }
+
+    public function getChartFromTransaction(Company $company, string $transactionType): Account
+    {
+        [$type, $name] = match ($transactionType) {
+            'income' => [AccountType::UncategorizedRevenue, 'Uncategorized Income'],
+            'expense' => [AccountType::UncategorizedExpense, 'Uncategorized Expense'],
+        };
+
+        return $company->accounts()
+            ->where('type', $type)
+            ->where('name', $name)
+            ->firstOrFail();
+    }
+}

composer.lock

@@ -413,16 +413,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.299.1",
+            "version": "3.300.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "a0f87b8e8bfb9afd0ffd702fcda556b465eee457"
+                "reference": "27d59c22c121ce9c0041c563dc9d7270e180925c"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/a0f87b8e8bfb9afd0ffd702fcda556b465eee457",
-                "reference": "a0f87b8e8bfb9afd0ffd702fcda556b465eee457",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/27d59c22c121ce9c0041c563dc9d7270e180925c",
+                "reference": "27d59c22c121ce9c0041c563dc9d7270e180925c",
                 "shasum": ""
             },
             "require": {
@@ -502,9 +502,9 @@
             "support": {
                 "forum": "https://forums.aws.amazon.com/forum.jspa?forumID=80",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.299.1"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.300.4"
             },
-            "time": "2024-02-16T19:08:34+00:00"
+            "time": "2024-02-23T19:10:30+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",
@@ -1757,16 +1757,16 @@
         },
         {
             "name": "filament/actions",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/actions.git",
-                "reference": "db3f17e5a6c550e98f8246bc2ca9c882fe1bb0e2"
+                "reference": "3e369b846363b990a12b70eb364a37c16100f3cb"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/actions/zipball/db3f17e5a6c550e98f8246bc2ca9c882fe1bb0e2",
-                "reference": "db3f17e5a6c550e98f8246bc2ca9c882fe1bb0e2",
+                "url": "https://api.github.com/repos/filamentphp/actions/zipball/3e369b846363b990a12b70eb364a37c16100f3cb",
+                "reference": "3e369b846363b990a12b70eb364a37c16100f3cb",
                 "shasum": ""
             },
             "require": {
@@ -1775,9 +1775,9 @@
                 "filament/infolists": "self.version",
                 "filament/notifications": "self.version",
                 "filament/support": "self.version",
-                "illuminate/contracts": "^10.0",
-                "illuminate/database": "^10.0",
-                "illuminate/support": "^10.0",
+                "illuminate/contracts": "^10.45",
+                "illuminate/database": "^10.45",
+                "illuminate/support": "^10.45",
                 "league/csv": "^9.14",
                 "openspout/openspout": "^4.23",
                 "php": "^8.1",
@@ -1806,20 +1806,20 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-12T17:10:13+00:00"
+            "time": "2024-02-23T22:25:58+00:00"
         },
         {
             "name": "filament/filament",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/panels.git",
-                "reference": "275758cf9a0dea16214a89f8185a992d4b9cafea"
+                "reference": "2fbe4acc73d0296e7894aeffe518c7080dab0cc6"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/panels/zipball/275758cf9a0dea16214a89f8185a992d4b9cafea",
-                "reference": "275758cf9a0dea16214a89f8185a992d4b9cafea",
+                "url": "https://api.github.com/repos/filamentphp/panels/zipball/2fbe4acc73d0296e7894aeffe518c7080dab0cc6",
+                "reference": "2fbe4acc73d0296e7894aeffe518c7080dab0cc6",
                 "shasum": ""
             },
             "require": {
@@ -1831,16 +1831,16 @@
                 "filament/support": "self.version",
                 "filament/tables": "self.version",
                 "filament/widgets": "self.version",
-                "illuminate/auth": "^10.0",
-                "illuminate/console": "^10.0",
-                "illuminate/contracts": "^10.0",
-                "illuminate/cookie": "^10.0",
-                "illuminate/database": "^10.0",
-                "illuminate/http": "^10.0",
-                "illuminate/routing": "^10.0",
-                "illuminate/session": "^10.0",
-                "illuminate/support": "^10.0",
-                "illuminate/view": "^10.0",
+                "illuminate/auth": "^10.45",
+                "illuminate/console": "^10.45",
+                "illuminate/contracts": "^10.45",
+                "illuminate/cookie": "^10.45",
+                "illuminate/database": "^10.45",
+                "illuminate/http": "^10.45",
+                "illuminate/routing": "^10.45",
+                "illuminate/session": "^10.45",
+                "illuminate/support": "^10.45",
+                "illuminate/view": "^10.45",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.9"
             },
@@ -1871,33 +1871,33 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-13T11:56:58+00:00"
+            "time": "2024-02-23T22:26:19+00:00"
         },
         {
             "name": "filament/forms",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/forms.git",
-                "reference": "2c1772bba223fee30b855870059b111bb2e465a9"
+                "reference": "403a104fa76c663ee6252f0bcafb0bf5435f6e4a"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/forms/zipball/2c1772bba223fee30b855870059b111bb2e465a9",
-                "reference": "2c1772bba223fee30b855870059b111bb2e465a9",
+                "url": "https://api.github.com/repos/filamentphp/forms/zipball/403a104fa76c663ee6252f0bcafb0bf5435f6e4a",
+                "reference": "403a104fa76c663ee6252f0bcafb0bf5435f6e4a",
                 "shasum": ""
             },
             "require": {
                 "danharrin/date-format-converter": "^0.3",
                 "filament/actions": "self.version",
                 "filament/support": "self.version",
-                "illuminate/console": "^10.0",
-                "illuminate/contracts": "^10.0",
-                "illuminate/database": "^10.0",
-                "illuminate/filesystem": "^10.0",
-                "illuminate/support": "^10.0",
-                "illuminate/validation": "^10.0",
-                "illuminate/view": "^10.0",
+                "illuminate/console": "^10.45",
+                "illuminate/contracts": "^10.45",
+                "illuminate/database": "^10.45",
+                "illuminate/filesystem": "^10.45",
+                "illuminate/support": "^10.45",
+                "illuminate/validation": "^10.45",
+                "illuminate/view": "^10.45",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.9"
             },
@@ -1927,31 +1927,31 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-11T20:52:55+00:00"
+            "time": "2024-02-23T22:26:00+00:00"
         },
         {
             "name": "filament/infolists",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/infolists.git",
-                "reference": "0af24d86945ed91dbd9cb48cff67b61e06d5913e"
+                "reference": "a645711cbc95fd9061f21300f37edc0e8960a744"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/infolists/zipball/0af24d86945ed91dbd9cb48cff67b61e06d5913e",
-                "reference": "0af24d86945ed91dbd9cb48cff67b61e06d5913e",
+                "url": "https://api.github.com/repos/filamentphp/infolists/zipball/a645711cbc95fd9061f21300f37edc0e8960a744",
+                "reference": "a645711cbc95fd9061f21300f37edc0e8960a744",
                 "shasum": ""
             },
             "require": {
                 "filament/actions": "self.version",
                 "filament/support": "self.version",
-                "illuminate/console": "^10.0",
-                "illuminate/contracts": "^10.0",
-                "illuminate/database": "^10.0",
-                "illuminate/filesystem": "^10.0",
-                "illuminate/support": "^10.0",
-                "illuminate/view": "^10.0",
+                "illuminate/console": "^10.45",
+                "illuminate/contracts": "^10.45",
+                "illuminate/database": "^10.45",
+                "illuminate/filesystem": "^10.45",
+                "illuminate/support": "^10.45",
+                "illuminate/view": "^10.45",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.9"
             },
@@ -1978,29 +1978,29 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-09T17:40:48+00:00"
+            "time": "2024-02-23T22:26:11+00:00"
         },
         {
             "name": "filament/notifications",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/notifications.git",
-                "reference": "4786bb652bf6d64a9e68cf8302cf761f8dff3c4b"
+                "reference": "41f3b06547c8ea204049ebee296a6f42bc9be086"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/notifications/zipball/4786bb652bf6d64a9e68cf8302cf761f8dff3c4b",
-                "reference": "4786bb652bf6d64a9e68cf8302cf761f8dff3c4b",
+                "url": "https://api.github.com/repos/filamentphp/notifications/zipball/41f3b06547c8ea204049ebee296a6f42bc9be086",
+                "reference": "41f3b06547c8ea204049ebee296a6f42bc9be086",
                 "shasum": ""
             },
             "require": {
                 "filament/actions": "self.version",
                 "filament/support": "self.version",
-                "illuminate/contracts": "^10.0",
-                "illuminate/filesystem": "^10.0",
-                "illuminate/notifications": "^10.0",
-                "illuminate/support": "^10.0",
+                "illuminate/contracts": "^10.45",
+                "illuminate/filesystem": "^10.45",
+                "illuminate/notifications": "^10.45",
+                "illuminate/support": "^10.45",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.9"
             },
@@ -2030,24 +2030,24 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-07T18:46:44+00:00"
+            "time": "2024-02-23T22:26:08+00:00"
         },
         {
             "name": "filament/spatie-laravel-tags-plugin",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/spatie-laravel-tags-plugin.git",
-                "reference": "69c933b272a0d39632d2a706f566a645638c3969"
+                "reference": "76c990bbed0113a9d819b5ce57dbe1b970433927"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/spatie-laravel-tags-plugin/zipball/69c933b272a0d39632d2a706f566a645638c3969",
-                "reference": "69c933b272a0d39632d2a706f566a645638c3969",
+                "url": "https://api.github.com/repos/filamentphp/spatie-laravel-tags-plugin/zipball/76c990bbed0113a9d819b5ce57dbe1b970433927",
+                "reference": "76c990bbed0113a9d819b5ce57dbe1b970433927",
                 "shasum": ""
             },
             "require": {
-                "illuminate/database": "^10.0",
+                "illuminate/database": "^10.45",
                 "php": "^8.1",
                 "spatie/laravel-tags": "^4.0"
             },
@@ -2067,29 +2067,29 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-01-29T13:20:09+00:00"
+            "time": "2024-02-23T22:26:28+00:00"
         },
         {
             "name": "filament/support",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/support.git",
-                "reference": "c2be482587352c21bd9dc215b2e489c3598a9a06"
+                "reference": "b9283eca3b999c35afc2e3cb0d69f6acb77e011a"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/support/zipball/c2be482587352c21bd9dc215b2e489c3598a9a06",
-                "reference": "c2be482587352c21bd9dc215b2e489c3598a9a06",
+                "url": "https://api.github.com/repos/filamentphp/support/zipball/b9283eca3b999c35afc2e3cb0d69f6acb77e011a",
+                "reference": "b9283eca3b999c35afc2e3cb0d69f6acb77e011a",
                 "shasum": ""
             },
             "require": {
                 "blade-ui-kit/blade-heroicons": "^2.2.1",
                 "doctrine/dbal": "^3.2",
                 "ext-intl": "*",
-                "illuminate/contracts": "^10.0",
-                "illuminate/support": "^10.0",
-                "illuminate/view": "^10.0",
+                "illuminate/contracts": "^10.45",
+                "illuminate/support": "^10.45",
+                "illuminate/view": "^10.45",
                 "livewire/livewire": "^3.2.3",
                 "php": "^8.1",
                 "ryangjchandler/blade-capture-directive": "^0.2|^0.3",
@@ -2124,32 +2124,32 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-13T06:30:24+00:00"
+            "time": "2024-02-24T06:52:20+00:00"
         },
         {
             "name": "filament/tables",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/tables.git",
-                "reference": "684cd0e83203f2ffc43f38451fd5a87df8f0c944"
+                "reference": "242a3d6e99bc095b225a145e362e07a3fb92fed1"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/filamentphp/tables/zipball/684cd0e83203f2ffc43f38451fd5a87df8f0c944",
-                "reference": "684cd0e83203f2ffc43f38451fd5a87df8f0c944",
+                "url": "https://api.github.com/repos/filamentphp/tables/zipball/242a3d6e99bc095b225a145e362e07a3fb92fed1",
+                "reference": "242a3d6e99bc095b225a145e362e07a3fb92fed1",
                 "shasum": ""
             },
             "require": {
                 "filament/actions": "self.version",
                 "filament/forms": "self.version",
                 "filament/support": "self.version",
-                "illuminate/console": "^10.0",
-                "illuminate/contracts": "^10.0",
-                "illuminate/database": "^10.0",
-                "illuminate/filesystem": "^10.0",
-                "illuminate/support": "^10.0",
-                "illuminate/view": "^10.0",
+                "illuminate/console": "^10.45",
+                "illuminate/contracts": "^10.45",
+                "illuminate/database": "^10.45",
+                "illuminate/filesystem": "^10.45",
+                "illuminate/support": "^10.45",
+                "illuminate/view": "^10.45",
                 "kirschbaum-development/eloquent-power-joins": "^3.0",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.9"
@@ -2177,11 +2177,11 @@
                 "issues": "https://github.com/filamentphp/filament/issues",
                 "source": "https://github.com/filamentphp/filament"
             },
-            "time": "2024-02-13T11:57:12+00:00"
+            "time": "2024-02-23T22:26:31+00:00"
         },
         {
             "name": "filament/widgets",
-            "version": "v3.2.34",
+            "version": "v3.2.37",
             "source": {
                 "type": "git",
                 "url": "https://github.com/filamentphp/widgets.git",
@@ -2831,16 +2831,16 @@
         },
         {
             "name": "laravel/framework",
-            "version": "v10.44.0",
+            "version": "v10.45.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/framework.git",
-                "reference": "1199dbe361787bbe9648131a79f53921b4148cf6"
+                "reference": "dcf5d1d722b84ad38a5e053289130b6962f830bd"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/framework/zipball/1199dbe361787bbe9648131a79f53921b4148cf6",
-                "reference": "1199dbe361787bbe9648131a79f53921b4148cf6",
+                "url": "https://api.github.com/repos/laravel/framework/zipball/dcf5d1d722b84ad38a5e053289130b6962f830bd",
+                "reference": "dcf5d1d722b84ad38a5e053289130b6962f830bd",
                 "shasum": ""
             },
             "require": {
@@ -3033,7 +3033,7 @@
                 "issues": "https://github.com/laravel/framework/issues",
                 "source": "https://github.com/laravel/framework"
             },
-            "time": "2024-02-13T16:01:16+00:00"
+            "time": "2024-02-21T14:07:36+00:00"
         },
         {
             "name": "laravel/prompts",
@@ -3544,16 +3544,16 @@
         },
         {
             "name": "league/csv",
-            "version": "9.14.0",
+            "version": "9.15.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/thephpleague/csv.git",
-                "reference": "34bf0df7340b60824b9449b5c526fcc3325070d5"
+                "reference": "fa7e2441c0bc9b2360f4314fd6c954f7ff40d435"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/thephpleague/csv/zipball/34bf0df7340b60824b9449b5c526fcc3325070d5",
-                "reference": "34bf0df7340b60824b9449b5c526fcc3325070d5",
+                "url": "https://api.github.com/repos/thephpleague/csv/zipball/fa7e2441c0bc9b2360f4314fd6c954f7ff40d435",
+                "reference": "fa7e2441c0bc9b2360f4314fd6c954f7ff40d435",
                 "shasum": ""
             },
             "require": {
@@ -3568,12 +3568,12 @@
                 "ext-xdebug": "*",
                 "friendsofphp/php-cs-fixer": "^v3.22.0",
                 "phpbench/phpbench": "^1.2.15",
-                "phpstan/phpstan": "^1.10.50",
+                "phpstan/phpstan": "^1.10.57",
                 "phpstan/phpstan-deprecation-rules": "^1.1.4",
                 "phpstan/phpstan-phpunit": "^1.3.15",
                 "phpstan/phpstan-strict-rules": "^1.5.2",
-                "phpunit/phpunit": "^10.5.3",
-                "symfony/var-dumper": "^6.4.0"
+                "phpunit/phpunit": "^10.5.9",
+                "symfony/var-dumper": "^6.4.2"
             },
             "suggest": {
                 "ext-dom": "Required to use the XMLConverter and the HTMLConverter classes",
@@ -3629,7 +3629,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2023-12-29T07:34:53+00:00"
+            "time": "2024-02-20T20:00:00+00:00"
         },
         {
             "name": "league/flysystem",
@@ -4089,16 +4089,16 @@
         },
         {
             "name": "livewire/livewire",
-            "version": "v3.4.4",
+            "version": "v3.4.6",
             "source": {
                 "type": "git",
                 "url": "https://github.com/livewire/livewire.git",
-                "reference": "c0489d4a76382f6dcf6e2702112f86aa089d0c8d"
+                "reference": "7e7d638183b34fb61621455891869f5abfd55a82"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/livewire/livewire/zipball/c0489d4a76382f6dcf6e2702112f86aa089d0c8d",
-                "reference": "c0489d4a76382f6dcf6e2702112f86aa089d0c8d",
+                "url": "https://api.github.com/repos/livewire/livewire/zipball/7e7d638183b34fb61621455891869f5abfd55a82",
+                "reference": "7e7d638183b34fb61621455891869f5abfd55a82",
                 "shasum": ""
             },
             "require": {
@@ -4152,7 +4152,7 @@
             "description": "A front-end framework for Laravel.",
             "support": {
                 "issues": "https://github.com/livewire/livewire/issues",
-                "source": "https://github.com/livewire/livewire/tree/v3.4.4"
+                "source": "https://github.com/livewire/livewire/tree/v3.4.6"
             },
             "funding": [
                 {
@@ -4160,7 +4160,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-01-28T19:07:11+00:00"
+            "time": "2024-02-20T14:04:25+00:00"
         },
         {
             "name": "masterminds/html5",
@@ -4772,16 +4772,16 @@
         },
         {
             "name": "nikic/php-parser",
-            "version": "v5.0.0",
+            "version": "v5.0.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/nikic/PHP-Parser.git",
-                "reference": "4a21235f7e56e713259a6f76bf4b5ea08502b9dc"
+                "reference": "2218c2252c874a4624ab2f613d86ac32d227bc69"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/nikic/PHP-Parser/zipball/4a21235f7e56e713259a6f76bf4b5ea08502b9dc",
-                "reference": "4a21235f7e56e713259a6f76bf4b5ea08502b9dc",
+                "url": "https://api.github.com/repos/nikic/PHP-Parser/zipball/2218c2252c874a4624ab2f613d86ac32d227bc69",
+                "reference": "2218c2252c874a4624ab2f613d86ac32d227bc69",
                 "shasum": ""
             },
             "require": {
@@ -4824,9 +4824,9 @@
             ],
             "support": {
                 "issues": "https://github.com/nikic/PHP-Parser/issues",
-                "source": "https://github.com/nikic/PHP-Parser/tree/v5.0.0"
+                "source": "https://github.com/nikic/PHP-Parser/tree/v5.0.1"
             },
-            "time": "2024-01-07T17:17:35+00:00"
+            "time": "2024-02-21T19:24:10+00:00"
         },
         {
             "name": "nunomaduro/termwind",
@@ -6179,20 +6179,20 @@
         },
         {
             "name": "spatie/laravel-tags",
-            "version": "4.5.2",
+            "version": "4.6.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/spatie/laravel-tags.git",
-                "reference": "627587878731650c52d79e2132cfd1410a18d428"
+                "reference": "ddcc82e1149c4720c0eaa02d171f50a1cdd1cb46"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/spatie/laravel-tags/zipball/627587878731650c52d79e2132cfd1410a18d428",
-                "reference": "627587878731650c52d79e2132cfd1410a18d428",
+                "url": "https://api.github.com/repos/spatie/laravel-tags/zipball/ddcc82e1149c4720c0eaa02d171f50a1cdd1cb46",
+                "reference": "ddcc82e1149c4720c0eaa02d171f50a1cdd1cb46",
                 "shasum": ""
             },
             "require": {
-                "laravel/framework": "^8.67|^9.0|^10.0",
+                "laravel/framework": "^8.67|^9.0|^10.0|^11.0",
                 "nesbot/carbon": "^2.63",
                 "php": "^8.0",
                 "spatie/eloquent-sortable": "^3.10|^4.0",
@@ -6200,8 +6200,8 @@
                 "spatie/laravel-translatable": "^4.6|^5.0|^6.0"
             },
             "require-dev": {
-                "orchestra/testbench": "^6.13|^7.0|^8.0",
-                "pestphp/pest": "^1.22",
+                "orchestra/testbench": "^6.13|^7.0|^8.0|^9.0",
+                "pestphp/pest": "^1.22|^2.0",
                 "phpunit/phpunit": "^9.5.2"
             },
             "type": "library",
@@ -6237,7 +6237,7 @@
             ],
             "support": {
                 "issues": "https://github.com/spatie/laravel-tags/issues",
-                "source": "https://github.com/spatie/laravel-tags/tree/4.5.2"
+                "source": "https://github.com/spatie/laravel-tags/tree/4.6.0"
             },
             "funding": [
                 {
@@ -6245,32 +6245,32 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-01-19T22:10:13+00:00"
+            "time": "2024-02-21T12:13:18+00:00"
         },
         {
             "name": "spatie/laravel-translatable",
-            "version": "6.5.5",
+            "version": "6.6.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/spatie/laravel-translatable.git",
-                "reference": "d6dc7c9fe3c678ce50b2d6a4a7434fcbcfc3df4c"
+                "reference": "11f0b548dd43b846a5bdca1431de173ac77ed349"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/spatie/laravel-translatable/zipball/d6dc7c9fe3c678ce50b2d6a4a7434fcbcfc3df4c",
-                "reference": "d6dc7c9fe3c678ce50b2d6a4a7434fcbcfc3df4c",
+                "url": "https://api.github.com/repos/spatie/laravel-translatable/zipball/11f0b548dd43b846a5bdca1431de173ac77ed349",
+                "reference": "11f0b548dd43b846a5bdca1431de173ac77ed349",
                 "shasum": ""
             },
             "require": {
-                "illuminate/database": "^9.0|^10.0",
-                "illuminate/support": "^9.0|^10.0",
+                "illuminate/database": "^9.0|^10.0|^11.0",
+                "illuminate/support": "^9.0|^10.0|^11.0",
                 "php": "^8.0",
                 "spatie/laravel-package-tools": "^1.11"
             },
             "require-dev": {
                 "mockery/mockery": "^1.4",
-                "orchestra/testbench": "^7.0|^8.0",
-                "pestphp/pest": "^1.20"
+                "orchestra/testbench": "^7.0|^8.0|^9.0",
+                "pestphp/pest": "^1.20|^2.0"
             },
             "type": "library",
             "extra": {
@@ -6319,7 +6319,7 @@
             ],
             "support": {
                 "issues": "https://github.com/spatie/laravel-translatable/issues",
-                "source": "https://github.com/spatie/laravel-translatable/tree/6.5.5"
+                "source": "https://github.com/spatie/laravel-translatable/tree/6.6.0"
             },
             "funding": [
                 {
@@ -6327,7 +6327,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2023-12-06T10:56:22+00:00"
+            "time": "2024-02-23T13:52:34+00:00"
         },
         {
             "name": "squirephp/model",
@@ -9277,16 +9277,16 @@
         },
         {
             "name": "laravel/pint",
-            "version": "v1.13.11",
+            "version": "v1.14.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/pint.git",
-                "reference": "60a163c3e7e3346a1dec96d3e6f02e6465452552"
+                "reference": "6b127276e3f263f7bb17d5077e9e0269e61b2a0e"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/pint/zipball/60a163c3e7e3346a1dec96d3e6f02e6465452552",
-                "reference": "60a163c3e7e3346a1dec96d3e6f02e6465452552",
+                "url": "https://api.github.com/repos/laravel/pint/zipball/6b127276e3f263f7bb17d5077e9e0269e61b2a0e",
+                "reference": "6b127276e3f263f7bb17d5077e9e0269e61b2a0e",
                 "shasum": ""
             },
             "require": {
@@ -9339,20 +9339,20 @@
                 "issues": "https://github.com/laravel/pint/issues",
                 "source": "https://github.com/laravel/pint"
             },
-            "time": "2024-02-13T17:20:13+00:00"
+            "time": "2024-02-20T17:38:05+00:00"
         },
         {
             "name": "laravel/sail",
-            "version": "v1.27.4",
+            "version": "v1.28.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/sail.git",
-                "reference": "3047e1a157fad968cc5f6e620d5cbe5c0867fffd"
+                "reference": "a05861ca9b04558b1ec1f36cff521a271a259b6c"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/sail/zipball/3047e1a157fad968cc5f6e620d5cbe5c0867fffd",
-                "reference": "3047e1a157fad968cc5f6e620d5cbe5c0867fffd",
+                "url": "https://api.github.com/repos/laravel/sail/zipball/a05861ca9b04558b1ec1f36cff521a271a259b6c",
+                "reference": "a05861ca9b04558b1ec1f36cff521a271a259b6c",
                 "shasum": ""
             },
             "require": {
@@ -9401,7 +9401,7 @@
                 "issues": "https://github.com/laravel/sail/issues",
                 "source": "https://github.com/laravel/sail"
             },
-            "time": "2024-02-08T15:24:21+00:00"
+            "time": "2024-02-20T15:11:00+00:00"
         },
         {
             "name": "mockery/mockery",

database/migrations/2023_09_03_100000_create_accounting_tables.php

@@ -84,6 +84,8 @@ return new class extends Migration
             $table->text('access_token')->nullable();
             $table->string('identifier')->unique()->nullable(); // Plaid
             $table->string('item_id')->nullable();
+            $table->string('currency_code')->nullable();
+            $table->double('current_balance')->default(0);
             $table->string('name');
             $table->string('mask');
             $table->string('type')->default(BankAccountType::DEFAULT);

package-lock.json

@@ -397,9 +397,9 @@
             }
         },
         "node_modules/@jridgewell/gen-mapping": {
-            "version": "0.3.3",
-            "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.3.tgz",
-            "integrity": "sha512-HLhSWOLRi875zjjMG/r+Nv0oCW8umGb0BgEhyX3dDX3egwZtB8PqLnjz3yedt8R5StBrzcg4aBpnh8UA9D1BoQ==",
+            "version": "0.3.4",
+            "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.4.tgz",
+            "integrity": "sha512-Oud2QPM5dHviZNn4y/WhhYKSXksv+1xLEIsNrAbGcFzUN3ubqWRFT5gwPchNc5NuzILOU4tPBDTZ4VwhL8Y7cw==",
             "dev": true,
             "dependencies": {
                 "@jridgewell/set-array": "^1.0.1",
@@ -435,9 +435,9 @@
             "dev": true
         },
         "node_modules/@jridgewell/trace-mapping": {
-            "version": "0.3.22",
-            "resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.22.tgz",
-            "integrity": "sha512-Wf963MzWtA2sjrNt+g18IAln9lKnlRp+K2eH4jjIoF1wYeq3aMREpG09xhlhdzS0EjwU7qmUJYangWa+151vZw==",
+            "version": "0.3.23",
+            "resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.23.tgz",
+            "integrity": "sha512-9/4foRoUKp8s96tSkh8DlAAc5A0Ty8vLXld+l9gjKKY6ckwI8G15f0hskGmuLZu78ZlGa1vtsfOa+lnB4vG6Jg==",
             "dev": true,
             "dependencies": {
                 "@jridgewell/resolve-uri": "^3.1.0",
@@ -697,9 +697,9 @@
             }
         },
         "node_modules/caniuse-lite": {
-            "version": "1.0.30001588",
-            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001588.tgz",
-            "integrity": "sha512-+hVY9jE44uKLkH0SrUTqxjxqNTOWHsbnQDIKjwkZ3lNTzUUVdBLBGXtj/q5Mp5u98r3droaZAewQuEDzjQdZlQ==",
+            "version": "1.0.30001589",
+            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001589.tgz",
+            "integrity": "sha512-vNQWS6kI+q6sBlHbh71IIeC+sRwK2N3EDySc/updIGhIee2x5z00J4c1242/5/d6EpEMdOnk/m+6tuk4/tcsqg==",
             "dev": true,
             "funding": [
                 {
@@ -845,9 +845,9 @@
             "dev": true
         },
         "node_modules/electron-to-chromium": {
-            "version": "1.4.673",
-            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.4.673.tgz",
-            "integrity": "sha512-zjqzx4N7xGdl5468G+vcgzDhaHkaYgVcf9MqgexcTqsl2UHSCmOj/Bi3HAprg4BZCpC7HyD8a6nZl6QAZf72gw==",
+            "version": "1.4.681",
+            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.4.681.tgz",
+            "integrity": "sha512-1PpuqJUFWoXZ1E54m8bsLPVYwIVCRzvaL+n5cjigGga4z854abDnFRc+cTa2th4S79kyGqya/1xoR7h+Y5G5lg==",
             "dev": true
         },
         "node_modules/emoji-regex": {

resources/data/lang/it.json

@@ -241,4 +241,4 @@
     "Manual": "Manuale",
     "Accounts": "Account",
     "Credit": "Credito"
-}
+}

resources/views/components/icons/logo.blade.php

@@ -0,0 +1,3 @@
+<svg viewBox="0 0 370.25 66.915" fill="currentColor" class="h-5/6 text-gray-700 dark:text-gray-200">
+    <path d="M41.035 51.387q1.164 0 1.94.815t.775 1.978v5.663q0 1.086-.776 1.9t-1.939.815H2.715q-1.086 0-1.9-.815T0 59.843V54.18q0-1.164.814-1.978t1.901-.815h38.32zM2.715 39.364q-1.086 0-1.9-.815T0 36.65V30.83q0-1.086.814-1.9t1.901-.815h34.83q1.163 0 1.977.815t.815 1.9v5.818q0 1.086-.815 1.9t-1.978.815H2.715zM41.035 5q1.164 0 1.94.814t.775 1.901v5.663q0 1.163-.776 1.978t-1.939.814H2.715q-1.086 0-1.9-.814T0 13.378V7.715q0-1.086.814-1.9T2.715 5h38.32zM93.125 60.807 78.772 36.53h-3.32v24.277H64V5.65h20.002c12.482 0 17.75 7.368 17.75 16.49 0 7.406-4.2 12.215-11.681 13.819l16.604 24.85h-13.55zM75.452 15.152v13.17h6.756c6.108 0 8.589-2.596 8.589-6.566 0-3.932-2.481-6.604-8.589-6.604h-6.756zm62.563-9.502c10.802 0 17.52 8.016 17.52 17.826 0 10.04-6.718 17.56-17.52 17.56h-11.49v19.772h-11.452V5.65h22.941zm-1.909 25.803c5.726 0 8.398-3.168 8.398-8.13 0-4.772-2.672-8.093-8.398-8.093h-9.581v16.223h9.581zm69.472 13.513c0 11.031-8.665 15.994-18.78 16.566v5.383h-4.237v-5.383c-10.574-.649-18.78-6.26-20.346-15.917l11.833-2.749c.611 5.268 3.97 8.322 8.512 9.162V37.179c-.572-.19-1.145-.344-1.717-.534-8.093-2.482-16.72-5.497-16.72-15.612 0-10.001 7.864-15.727 18.438-16.109V0h4.237v5.077c8.55.801 16.452 5 18.436 14.352l-11.031 2.749c-.84-4.543-3.55-6.986-7.405-7.673v13.551c.19.076.42.114.61.19 8.283 2.482 18.17 5.765 18.17 16.72zm-29.888-24.2c0 3.053 2.901 4.656 6.87 5.992V14.353c-3.855.458-6.87 2.405-6.87 6.412zm11.108 31.414c4.046-.42 6.985-2.481 6.947-6.604-.038-3.588-2.94-5.497-6.947-6.985v13.59zm67.603 8.627-4.008-11.376h-23.17l-4.008 11.376h-11.718L231.804 5.65h14.009l20.307 55.157h-11.718zm-23.82-20.956h16.451l-8.206-23.4zm80.734 20.956-4.008-11.376h-23.17l-4.008 11.376H268.41L288.718 5.65h14.008l20.308 55.157h-11.719zm-23.82-20.956h16.451l-8.207-23.4zm62.142 21.72c-11.833 0-21.07-5.688-22.75-16.033l11.833-2.71c.763 6.183 5.306 9.39 11.375 9.39 4.657 0 8.36-2.061 8.322-6.719-.039-5.19-6.146-6.832-12.864-8.894-8.092-2.519-16.757-5.496-16.757-15.65 0-10.268 8.397-16.07 19.467-16.07 9.696 0 19.468 3.932 21.682 14.505l-11.07 2.749c-1.03-5.497-4.733-7.902-9.925-7.902-4.618 0-8.55 1.909-8.55 6.451 0 4.237 5.42 5.65 11.68 7.52 8.322 2.519 18.17 5.725 18.17 16.719 0 11.718-9.81 16.642-20.612 16.642z" />
+</svg>

routes/api.php

@@ -1,6 +1,5 @@
 <?php
 
-use App\Http\Controllers\PlaidController;
 use Illuminate\Http\Request;
 use Illuminate\Support\Facades\Route;
 
@@ -18,5 +17,3 @@ use Illuminate\Support\Facades\Route;
 Route::middleware('auth:sanctum')->get('/user', function (Request $request) {
     return $request->user();
 });
-
-Route::get('/simulate-plaid', PlaidController::class);