wip: Accounting Module

app/Actions/Banking/CreateCurrencyFromAccount.php → app/Actions/OptionAction/CreateCurrency.php

@@ -1,17 +1,19 @@
 <?php
 
-namespace App\Actions\Banking;
+namespace App\Actions\OptionAction;
 
 use App\Models\Setting\Currency;
 use Illuminate\Support\Facades\Auth;
 
-class CreateCurrencyFromAccount
+class CreateCurrency
 {
     public function create(string $code, string $name, string $rate): Currency
     {
         $companyId = Auth::user()->currentCompany->id;
 
-        $hasDefaultCurrency = Currency::where('company_id', $companyId)->where('enabled', true)->exists();
+        $defaultCurrency = Currency::getDefaultCurrency();
+
+        $hasDefaultCurrency = $defaultCurrency !== null;
 
         return Currency::create([
             'name' => $name,
@@ -26,4 +28,4 @@ class CreateCurrencyFromAccount
             'company_id' => $companyId,
         ]);
     }
-}
+}

app/Filament/Pages/Companies.php

@@ -2,7 +2,6 @@
 
 namespace App\Filament\Pages;
 
-use App\Filament\Pages\Widgets\Companies\Charts\CumulativeTotal;
 use Filament\Pages\Page;
 use Illuminate\Support\Facades\Auth;
 use Wallo\FilamentCompanies\FilamentCompanies;
@@ -15,12 +14,12 @@ class Companies extends Page
 
     protected static function shouldRegisterNavigation(): bool
     {
-        return Auth::user()->currentCompany->name === 'ERPSAAS';
+        return Auth::user()->currentCompany->id === 1;
     }
 
     public function mount(): void
     {
-        abort_unless(Auth::user()->currentCompany->name === 'ERPSAAS', 403);
+        abort_unless(Auth::user()->currentCompany->id === 1, 403);
     }
 
     protected function getHeaderWidgets(): array

app/Filament/Pages/Employees.php

@@ -14,12 +14,12 @@ class Employees extends Page
 
     protected static function shouldRegisterNavigation(): bool
     {
-        return Auth::user()->currentCompany->name === 'ERPSAAS';
+        return Auth::user()->currentCompany->id === 1;
     }
 
     public function mount(): void
     {
-        abort_unless(Auth::user()->currentCompany->name === 'ERPSAAS', 403);
+        abort_unless(Auth::user()->currentCompany->id === 1, 403);
     }
 
     protected function getHeaderWidgets(): array

app/Filament/Pages/Users.php

@@ -14,12 +14,12 @@ class Users extends Page
 
     protected static function shouldRegisterNavigation(): bool
     {
-        return Auth::user()->currentCompany->name === 'ERPSAAS';
+        return Auth::user()->currentCompany->id === 1;
     }
 
     public function mount(): void
     {
-        abort_unless(Auth::user()->currentCompany->name === 'ERPSAAS', 403);
+        abort_unless(Auth::user()->currentCompany->id === 1, 403);
     }
 
     protected function getHeaderWidgets(): array

app/Filament/Resources/AccountResource.php

@@ -2,11 +2,12 @@
 
 namespace App\Filament\Resources;
 
-use App\Actions\Banking\CreateCurrencyFromAccount;
+use App\Actions\OptionAction\CreateCurrency;
 use App\Filament\Resources\AccountResource\Pages;
 use App\Filament\Resources\AccountResource\RelationManagers;
 use App\Models\Banking\Account;
 use App\Models\Setting\Currency;
+use App\Services\CurrencyService;
 use Closure;
 use Exception;
 use Filament\Forms;
@@ -33,7 +34,8 @@ class AccountResource extends Resource
 
     public static function getEloquentQuery(): Builder
     {
-        return parent::getEloquentQuery()->where('company_id', Auth::user()->currentCompany->id);
+        return parent::getEloquentQuery()
+            ->where('company_id', Auth::user()->currentCompany->id);
     }
 
     public static function form(Form $form): Form
@@ -89,9 +91,24 @@ class AccountResource extends Resource
                                             ->options(Currency::getCurrencyCodes())
                                             ->reactive()
                                             ->afterStateUpdated(static function (callable $set, $state) {
+                                                if ($state === null) {
+                                                    return;
+                                                }
+
                                                 $code = $state;
-                                                $name = config("money.{$code}.name");
-                                                $set('currency.name', $name);
+                                                $currencyConfig = config("money.{$code}", []);
+                                                $currencyService = app(CurrencyService::class);
+
+                                                $defaultCurrency = Currency::getDefaultCurrency();
+
+                                                $rate = 1;
+
+                                                if ($defaultCurrency !== null) {
+                                                    $rate = $currencyService->getCachedExchangeRate($defaultCurrency, $code);
+                                                }
+
+                                                $set('currency.name', $currencyConfig['name'] ?? '');
+                                                $set('currency.rate', $rate);
                                             })
                                             ->required(),
                                         Forms\Components\TextInput::make('currency.name')
@@ -101,15 +118,6 @@ class AccountResource extends Resource
                                         Forms\Components\TextInput::make('currency.rate')
                                             ->label('Rate')
                                             ->numeric()
-                                            ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
-                                                ->numeric()
-                                                ->decimalPlaces(4)
-                                                ->signed(false)
-                                                ->padFractionalZeros(false)
-                                                ->normalizeZeros(false)
-                                                ->minValue(0.0001)
-                                                ->maxValue(999999.9999)
-                                                ->lazyPlaceholder(false))
                                             ->required(),
                                     ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
                                         return $action
@@ -122,7 +130,7 @@ class AccountResource extends Resource
                                                     $name = $data['currency']['name'];
                                                     $rate = $data['currency']['rate'];
 
-                                                    return (new CreateCurrencyFromAccount())->create($code, $name, $rate);
+                                                    return (new CreateCurrency())->create($code, $name, $rate);
                                                 });
                                             });
                                     }),

app/Filament/Resources/CategoryResource.php

@@ -4,6 +4,8 @@ namespace App\Filament\Resources;
 
 use App\Filament\Resources\CategoryResource\Pages;
 use App\Filament\Resources\CategoryResource\RelationManagers;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Facades\Auth;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 use App\Models\Setting\Category;
 use Exception;
@@ -23,6 +25,12 @@ class CategoryResource extends Resource
 
     protected static ?string $navigationGroup = 'Settings';
 
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()
+            ->where('company_id', Auth::user()->currentCompany->id);
+    }
+
     public static function form(Form $form): Form
     {
         return $form

app/Filament/Resources/CurrencyResource.php

@@ -18,7 +18,6 @@ use Filament\Tables;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Auth;
-use Illuminate\Support\Facades\Cache;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class CurrencyResource extends Resource
@@ -31,7 +30,8 @@ class CurrencyResource extends Resource
 
     public static function getEloquentQuery(): Builder
     {
-        return parent::getEloquentQuery()->where('company_id', Auth::user()->currentCompany->id);
+        return parent::getEloquentQuery()
+            ->where('company_id', Auth::user()->currentCompany->id);
     }
 
     public static function form(Form $form): Form

app/Filament/Resources/CustomerResource.php

@@ -2,10 +2,11 @@
 
 namespace App\Filament\Resources;
 
-use App\Actions\Banking\CreateCurrencyFromAccount;
+use App\Actions\OptionAction\CreateCurrency;
 use App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource\RelationManagers;
 use App\Models\Setting\Currency;
+use App\Services\CurrencyService;
 use Wallo\FilamentSelectify\Components\ButtonGroup;
 use App\Models\Contact;
 use Filament\Forms;
@@ -101,9 +102,24 @@ class CustomerResource extends Resource
                                     ->options(Currency::getCurrencyCodes())
                                     ->reactive()
                                     ->afterStateUpdated(static function (callable $set, $state) {
+                                        if ($state === null) {
+                                            return;
+                                        }
+
                                         $code = $state;
-                                        $name = config("money.{$code}.name");
-                                        $set('currency.name', $name);
+                                        $currencyConfig = config("money.{$code}", []);
+                                        $currencyService = app(CurrencyService::class);
+
+                                        $defaultCurrency = Currency::getDefaultCurrency();
+
+                                        $rate = 1;
+
+                                        if ($defaultCurrency !== null) {
+                                            $rate = $currencyService->getCachedExchangeRate($defaultCurrency, $code);
+                                        }
+
+                                        $set('currency.name', $currencyConfig['name'] ?? '');
+                                        $set('currency.rate', $rate);
                                     })
                                     ->required(),
                                 Forms\Components\TextInput::make('currency.name')
@@ -113,15 +129,6 @@ class CustomerResource extends Resource
                                 Forms\Components\TextInput::make('currency.rate')
                                     ->label('Rate')
                                     ->numeric()
-                                    ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
-                                        ->numeric()
-                                        ->decimalPlaces(4)
-                                        ->signed(false)
-                                        ->padFractionalZeros(false)
-                                        ->normalizeZeros(false)
-                                        ->minValue(0.0001)
-                                        ->maxValue(999999.9999)
-                                        ->lazyPlaceholder(false))
                                     ->required(),
                             ])->createOptionAction(static function (Forms\Components\Actions\Action $action) {
                                 return $action
@@ -134,11 +141,11 @@ class CustomerResource extends Resource
                                             $name = $data['currency']['name'];
                                             $rate = $data['currency']['rate'];
 
-                                            return (new CreateCurrencyFromAccount())->create($code, $name, $rate);
+                                            return (new CreateCurrency())->create($code, $name, $rate);
                                         });
                                     });
                             }),
-                ])->columns(2),
+                    ])->columns(),
                 Forms\Components\Section::make('Address')
                     ->schema([
                         Forms\Components\TextInput::make('address')

app/Filament/Resources/DiscountResource.php

@@ -5,7 +5,6 @@ namespace App\Filament\Resources;
 use App\Filament\Resources\DiscountResource\Pages;
 use App\Filament\Resources\DiscountResource\RelationManagers;
 use App\Models\Setting\Discount;
-use App\Models\Setting\Tax;
 use Filament\Forms;
 use Filament\Forms\Components\TextInput\Mask;
 use Filament\Resources\Form;
@@ -13,7 +12,7 @@ use Filament\Resources\Resource;
 use Filament\Resources\Table;
 use Filament\Tables;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
+use Illuminate\Support\Facades\Auth;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class DiscountResource extends Resource
@@ -24,6 +23,12 @@ class DiscountResource extends Resource
 
     protected static ?string $navigationGroup = 'Settings';
 
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()
+            ->where('company_id', Auth::user()->currentCompany->id);
+    }
+
     public static function form(Form $form): Form
     {
         return $form
@@ -128,10 +133,6 @@ class DiscountResource extends Resource
                     ->formatStateUsing(static function (Discount $record) {
                         $rate = $record->rate;
 
-                        if (str_contains($rate, '.')) {
-                            $rate = rtrim(rtrim($rate, '0'), '.');
-                        }
-
                         return $rate . ($record->computation === 'percentage' ? '%' : null);
                     })
                     ->searchable()

app/Filament/Resources/TaxResource.php

@@ -4,9 +4,7 @@ namespace App\Filament\Resources;
 
 use App\Filament\Resources\TaxResource\Pages;
 use App\Filament\Resources\TaxResource\RelationManagers;
-use App\Models\Setting\Category;
 use App\Models\Setting\Tax;
-use Closure;
 use Exception;
 use Filament\Forms;
 use Filament\Forms\Components\TextInput\Mask;
@@ -15,7 +13,9 @@ use Filament\Resources\Form;
 use Filament\Resources\Resource;
 use Filament\Resources\Table;
 use Filament\Tables;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Auth;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class TaxResource extends Resource
@@ -26,6 +26,12 @@ class TaxResource extends Resource
 
     protected static ?string $navigationGroup = 'Settings';
 
+    public static function getEloquentQuery(): Builder
+    {
+        return parent::getEloquentQuery()
+            ->where('company_id', Auth::user()->currentCompany->id);
+    }
+
     public static function form(Form $form): Form
     {
         return $form
@@ -109,10 +115,6 @@ class TaxResource extends Resource
                     ->formatStateUsing(static function (Tax $record) {
                         $rate = $record->rate;
 
-                        if (str_contains($rate, '.')) {
-                            $rate = rtrim(rtrim($rate, '0'), '.');
-                        }
-
                         return $rate . ($record->computation === 'percentage' || $record->computation === 'compound' ? '%' : null);
                     })
                     ->searchable()