refactor: navigation and double-entry accounting

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

 
 class AccountChart extends Page
 {
-    protected static ?string $navigationIcon = 'heroicon-o-clipboard-document-list';
-
     protected static ?string $title = 'Chart of Accounts';
 
-    protected static ?string $navigationGroup = 'Accounting';
-
     protected static ?string $slug = 'accounting/chart';
 
     protected static string $view = 'filament.company.pages.accounting.chart';

app/Filament/Company/Pages/Reports.php

 
 class Reports extends Page
 {
-    protected static ?string $navigationIcon = 'heroicon-o-document-text';
+    protected static ?string $navigationIcon = 'heroicon-o-document-chart-bar';
 
     protected static string $view = 'filament.company.pages.reports';
 

app/Filament/Company/Pages/Reports/AccountBalances.php

 
     public function loadAccountBalances(): void
     {
-        $startTime = microtime(true);
         $this->accountBalanceReport = $this->accountService->buildAccountBalanceReport($this->startDate, $this->endDate);
-        $endTime = microtime(true);
-        $executionTime = ($endTime - $startTime);
-        info('Account balance report loaded in ' . $executionTime . ' seconds');
     }
 
     protected function getHeaderActions(): array
             'accountBalanceReport' => $this->accountBalanceReport,
             'startDate' => Carbon::parse($this->startDate)->format('M d, Y'),
             'endDate' => Carbon::parse($this->endDate)->format('M d, Y'),
-        ])->setPaper('a4')->setOption(['defaultFont' => 'sans-serif', 'isPhpEnabled' => true]);
+        ])->setPaper('a4');
 
         return response()->streamDownload(function () use ($pdf) {
             echo $pdf->stream();
             'Y' => $this->processCalendarYear($param1),
             'Q' => $this->processCalendarQuarter($param1, $param2),
             'M' => $this->processMonth("{$param1}-{$param2}"),
+            'Custom' => null,
         };
     }
 

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

 
 class ConnectedAccount extends Page
 {
-    protected static ?string $navigationIcon = 'heroicon-o-building-library';
-
     protected static ?string $title = 'Connected Accounts';
 
-    protected static ?string $navigationGroup = 'Services';
-
     protected static ?string $slug = 'services/connected-accounts';
 
     protected static string $view = 'filament.company.pages.service.connected-account';

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

 
 class LiveCurrency extends Page
 {
-    protected static ?string $navigationIcon = 'icon-currency-exchange';
-
     protected static ?string $title = 'Live Currency';
 
-    protected static ?string $navigationGroup = 'Services';
-
     protected static ?string $slug = 'services/live-currency';
 
     protected static string $view = 'filament.company.pages.service.live-currency';

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

 {
     use InteractsWithFormActions;
 
-    protected static ?string $navigationIcon = 'heroicon-o-paint-brush';
-
     protected static ?string $title = 'Appearance';
 
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/appearance';
 
     protected static string $view = 'filament.company.pages.setting.appearance';

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

 {
     use InteractsWithFormActions;
 
-    protected static ?string $navigationIcon = 'heroicon-o-adjustments-vertical';
-
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $title = 'Default';
 
     protected static ?string $slug = 'settings/default';

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

 {
     use InteractsWithFormActions;
 
-    protected static ?string $navigationIcon = 'heroicon-o-building-office-2';
-
     protected static ?string $title = 'Company Profile';
 
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/company-profile';
 
     protected static string $view = 'filament.company.pages.setting.company-profile';

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

 {
     use InteractsWithFormActions;
 
-    protected static ?string $navigationIcon = 'heroicon-o-document-duplicate';
-
     protected static ?string $title = 'Invoice';
 
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/invoice';
 
     protected static string $view = 'filament.company.pages.setting.invoice';

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

 {
     use InteractsWithFormActions;
 
-    protected static ?string $navigationIcon = 'heroicon-o-language';
-
     protected static ?string $title = 'Localization';
 
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/localization';
 
     protected static string $view = 'filament.company.pages.setting.localization';

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

 namespace App\Filament\Company\Resources\Accounting;
 
 use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
 use App\Enums\DateFormat;
 use App\Filament\Company\Resources\Accounting\TransactionResource\Pages;
 use App\Models\Accounting\Account;
 use Filament\Forms;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
+use Filament\Support\Colors\Color;
 use Filament\Support\Enums\FontWeight;
 use Filament\Support\Enums\MaxWidth;
 use Filament\Tables;
 {
     protected static ?string $model = Transaction::class;
 
-    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+    protected static ?string $modelLabel = 'Transaction';
 
     public static function form(Form $form): Form
     {
                 Forms\Components\DatePicker::make('posted_at')
                     ->label('Date')
                     ->required()
-                    ->displayFormat('Y-m-d')
-                    ->default(now()->format('Y-m-d')),
+                    ->displayFormat('Y-m-d'),
                 Forms\Components\TextInput::make('description')
                     ->label('Description'),
                 Forms\Components\Select::make('bank_account_id')
                     ->label('Account')
-                    ->options(fn () => static::getBankAccountOptions())
+                    ->options(static fn () => static::getBankAccountOptions())
                     ->live()
                     ->searchable()
-                    ->preload()
                     ->required(),
-                Forms\Components\Select::make('method')
+                Forms\Components\Select::make('type')
                     ->label('Type')
                     ->live()
                     ->options([
                         'deposit' => 'Deposit',
                         'withdrawal' => 'Withdrawal',
                     ])
-                    ->default('deposit')
-                    ->afterStateUpdated(static function (Forms\Set $set, $state) {
-                        if ($state === 'deposit') {
-                            $account = Account::where('category', AccountCategory::Revenue)
-                                ->where('name', 'Uncategorized Income')->first();
-
-                            if ($account->exists()) {
-                                $set('account_id', $account->id);
-                            }
-                        } else {
-                            $account = Account::where('category', AccountCategory::Expense)
-                                ->where('name', 'Uncategorized Expense')->first();
-
-                            if ($account->exists()) {
-                                $set('account_id', $account->id);
-                            }
-                        }
-                    })
-                    ->required(),
+                    ->required()
+                    ->afterStateUpdated(static fn (Forms\Set $set, $state) => $set('account_id', Pages\ManageTransaction::getUncategorizedAccountByType($state)?->id)),
                 Forms\Components\TextInput::make('amount')
                     ->label('Amount')
-                    ->money(static function (Forms\Get $get) {
-                        $bankAccount = $get('bank_account_id');
-                        $bankAccount = BankAccount::find($bankAccount);
-                        $account = $bankAccount->account ?? null;
-
-                        if ($account) {
-                            return $account->currency_code;
-                        }
-
-                        return 'USD';
-                    })
+                    ->money(static fn (Forms\Get $get) => BankAccount::find($get('bank_account_id'))?->account?->currency_code ?? 'USD')
                     ->required(),
                 Forms\Components\Select::make('account_id')
                     ->label('Category')
-                    ->options(static fn (Forms\Get $get) => static::getAccountOptions($get('method')))
+                    ->options(static fn (Forms\Get $get) => static::getAccountOptions($get('type')))
                     ->searchable()
                     ->preload()
                     ->required(),
 
                         return Carbon::parse($state)->translatedFormat($dateFormat);
                     }),
+                Tables\Columns\TextColumn::make('description')
+                    ->limit(30)
+                    ->label('Description'),
                 Tables\Columns\TextColumn::make('bankAccount.account.name')
                     ->label('Account')
                     ->sortable(),
-                Tables\Columns\TextColumn::make('description')
-                    ->limit(50)
-                    ->label('Description'),
                 Tables\Columns\TextColumn::make('account.name')
                     ->label('Category'),
                 Tables\Columns\TextColumn::make('amount')
                     ->label('Amount')
                     ->sortable()
-                    ->weight(FontWeight::Medium)
-                    ->color(static fn (Transaction $record) => $record->type === 'expense' ? 'danger' : null)
+                    ->weight(static fn (Transaction $record) => $record->reviewed ? null : FontWeight::SemiBold)
+                    ->color(static fn (Transaction $record) => $record->type === 'deposit' ? Color::rgb('rgb(' . Color::Green[700] . ')') : null)
                     ->currency(static fn (Transaction $record) => $record->bankAccount->account->currency_code ?? 'USD', true),
             ])
+            ->recordClasses(static fn (Transaction $record) => $record->reviewed ? 'bg-primary-300/10' : null)
             ->defaultSort('posted_at', 'desc')
             ->filters([
                 //
             ])
             ->actions([
-                Tables\Actions\EditAction::make()
-                    ->modalWidth(MaxWidth::ThreeExtraLarge)
-                    ->stickyModalHeader()
-                    ->stickyModalFooter()
-                    ->mutateFormDataUsing(static function (array $data): array {
-                        $method = $data['method'];
-
-                        if ($method === 'deposit') {
-                            $data['type'] = 'income';
-                        } else {
-                            $data['type'] = 'expense';
-                        }
-
-                        return $data;
-                    }),
+                Tables\Actions\Action::make('markAsReviewed')
+                    ->label('Mark as Reviewed')
+                    ->view('filament.company.components.tables.actions.mark-as-reviewed')
+                    ->icon(static fn (Transaction $record) => $record->reviewed ? 'heroicon-s-check-circle' : 'heroicon-o-check-circle')
+                    ->color(static fn (Transaction $record, Tables\Actions\Action $action) => match (static::determineTransactionState($record, $action)) {
+                        'reviewed' => 'primary',
+                        'unreviewed' => Color::rgb('rgb(' . Color::Gray[600] . ')'),
+                        'uncategorized' => 'gray',
+                    })
+                    ->tooltip(static fn (Transaction $record, Tables\Actions\Action $action) => match (static::determineTransactionState($record, $action)) {
+                        'reviewed' => 'Reviewed',
+                        'unreviewed' => 'Mark as Reviewed',
+                        'uncategorized' => 'Categorize first to mark as reviewed',
+                    })
+                    ->disabled(static fn (Transaction $record) => in_array($record->account->type, [AccountType::UncategorizedRevenue, AccountType::UncategorizedExpense], true))
+                    ->action(fn (Transaction $record) => $record->update(['reviewed' => ! $record->reviewed])),
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make()
+                        ->modalWidth(MaxWidth::ThreeExtraLarge)
+                        ->stickyModalHeader()
+                        ->stickyModalFooter(),
+                    Tables\Actions\DeleteAction::make(),
+                    Tables\Actions\ReplicateAction::make()
+                        ->excludeAttributes(['created_by', 'updated_by', 'created_at', 'updated_at'])
+                        ->modal(false)
+                        ->beforeReplicaSaved(static function (Transaction $replica) {
+                            $replica->description = '(Copy of) ' . $replica->description;
+                        }),
+                ])
+                    ->dropdownPlacement('bottom-start')
+                    ->dropdownWidth('max-w-fit'),
             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([
             ]);
     }
 
+    protected static function determineTransactionState(Transaction $record, Tables\Actions\Action $action): string
+    {
+        if ($record->reviewed) {
+            return 'reviewed';
+        }
+
+        if ($record->reviewed === false && $action->isEnabled()) {
+            return 'unreviewed';
+        }
+
+        return 'uncategorized';
+    }
+
     public static function getRelations(): array
     {
         return [
             ->toArray();
     }
 
-    public static function getAccountOptions(mixed $method)
+    public static function getAccountOptions(string $type)
     {
-        $excludedCategory = match ($method) {
+        $excludedCategory = match ($type) {
             'deposit' => AccountCategory::Expense,
             'withdrawal' => AccountCategory::Revenue,
         };
         $accounts = Account::whereNot('category', $excludedCategory)->get();
 
         return $accounts->groupBy(fn (Account $account) => $account->category->getLabel())
-            ->map(fn (Collection $accounts, string $category) => $accounts->mapWithKeys(fn (Account $account) => [$account->id => $account->name]))
+            ->map(fn (Collection $accounts, string $category) => $accounts->mapWithKeys(static fn (Account $account) => [$account->id => $account->name]))
             ->toArray();
     }
 }

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

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

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

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

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

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

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

     protected function getHeaderActions(): array
     {
         return [
-            Actions\CreateAction::make('addIncome')
-                ->label('Add Income')
-                ->modalWidth(MaxWidth::ThreeExtraLarge)
-                ->stickyModalHeader()
-                ->stickyModalFooter()
-                ->button()
-                ->outlined()
-                ->fillForm(static fn (): array => [
-                    'method' => 'deposit',
-                    'posted_at' => now()->format('Y-m-d'),
-                    'bank_account_id' => BankAccount::first()->isEnabled() ? BankAccount::first()->id : null,
-                    'amount' => '0.00',
-                    'account_id' => Account::where('category', AccountCategory::Revenue)->where('name', 'Uncategorized Income')->first()->id,
-                ])
-                ->mutateFormDataUsing(function (array $data): array {
-                    $method = $data['method'];
-
-                    if ($method === 'deposit') {
-                        $data['type'] = 'income';
-                    } else {
-                        $data['type'] = 'expense';
-                    }
-
-                    return $data;
-                }),
-            Actions\CreateAction::make('addExpense')
-                ->label('Add Expense')
-                ->modalWidth(MaxWidth::ThreeExtraLarge)
-                ->stickyModalHeader()
-                ->stickyModalFooter()
-                ->button()
-                ->outlined()
-                ->fillForm(static fn (): array => [
-                    'method' => 'withdrawal',
-                    'posted_at' => now()->format('Y-m-d'),
-                    'bank_account_id' => BankAccount::first()->isEnabled() ? BankAccount::first()->id : null,
-                    'amount' => '0.00',
-                    'account_id' => Account::where('category', AccountCategory::Expense)->where('name', 'Uncategorized Expense')->first()->id,
-                ])
-                ->mutateFormDataUsing(function (array $data): array {
-                    $method = $data['method'];
+            $this->createAction(
+                name: 'addIncome',
+                label: 'Add Income',
+                type: 'deposit',
+            ),
+            $this->createAction(
+                name: 'addExpense',
+                label: 'Add Expense',
+                type: 'withdrawal',
+            ),
+        ];
+    }
 
-                    if ($method === 'deposit') {
-                        $data['type'] = 'income';
-                    } else {
-                        $data['type'] = 'expense';
-                    }
+    protected function createAction(string $name, string $label, string $type): Actions\CreateAction
+    {
+        return Actions\CreateAction::make($name)
+            ->label($label)
+            ->modalWidth(MaxWidth::ThreeExtraLarge)
+            ->stickyModalHeader()
+            ->stickyModalFooter()
+            ->button()
+            ->outlined()
+            ->fillForm(static fn (): array => [
+                'type' => $type,
+                'posted_at' => now()->format('Y-m-d'),
+                'bank_account_id' => BankAccount::where('enabled', true)->first()->id ?? null,
+                'amount' => '0.00',
+                'account_id' => static::getUncategorizedAccountByType($type)?->id,
+            ]);
+    }
 
-                    return $data;
-                }),
-        ];
+    public static function getUncategorizedAccountByType(string $type): ?Account
+    {
+        [$category, $accountName] = match ($type) {
+            'deposit' => [AccountCategory::Revenue, 'Uncategorized Income'],
+            'withdrawal' => [AccountCategory::Expense, 'Uncategorized Expense'],
+        };
+
+        return Account::where('category', $category)
+            ->where('name', $accountName)
+            ->first();
     }
 }

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

 
     protected static ?string $modelLabel = 'Account';
 
-    protected static ?string $navigationIcon = 'heroicon-o-credit-card';
-
-    protected static ?string $navigationGroup = 'Banking';
-
     public static function getModelLabel(): string
     {
         $modelLabel = static::$modelLabel;

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

 
     protected static ?string $modelLabel = 'Department';
 
-    protected static ?string $navigationIcon = 'heroicon-o-square-3-stack-3d';
-
-    protected static ?string $navigationGroup = 'HR';
-
     protected static ?string $slug = 'hr/departments';
 
     public static function getModelLabel(): string

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

 
 use App\Facades\Forex;
 use App\Filament\Company\Resources\Setting\CurrencyResource\Pages;
-use App\Models\Banking\Account;
 use App\Models\Setting\Currency;
 use App\Models\Setting\Currency as CurrencyModel;
 use App\Traits\ChecksForeignKeyConstraints;
 
     protected static ?string $modelLabel = 'Currency';
 
-    protected static ?string $navigationIcon = 'heroicon-o-currency-dollar';
-
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/currencies';
 
     public static function getModelLabel(): string

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

 
     protected static ?string $modelLabel = 'Discount';
 
-    protected static ?string $navigationIcon = 'heroicon-o-tag';
-
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/discounts';
 
     public static function getModelLabel(): string

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

 
     protected static ?string $modelLabel = 'Tax';
 
-    protected static ?string $navigationIcon = 'heroicon-o-receipt-percent';
-
-    protected static ?string $navigationGroup = 'Settings';
-
     protected static ?string $slug = 'settings/taxes';
 
     public static function getModelLabel(): string

app/Jobs/ProcessTransactionImport.php

+<?php
+
+namespace App\Jobs;
+
+use App\Models\Accounting\Account;
+use App\Models\Banking\BankAccount;
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+use App\Services\PlaidService;
+use App\Services\TransactionService;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Carbon;
+
+class ProcessTransactionImport implements ShouldQueue
+{
+    use Dispatchable;
+    use InteractsWithQueue;
+    use Queueable;
+    use SerializesModels;
+
+    protected Company $company;
+
+    protected Account $account;
+
+    protected BankAccount $bankAccount;
+
+    protected ConnectedBankAccount $connectedBankAccount;
+
+    protected string $startDate;
+
+    /**
+     * Create a new job instance.
+     */
+    public function __construct(Company $company, Account $account, BankAccount $bankAccount, ConnectedBankAccount $connectedBankAccount, string $startDate)
+    {
+        $this->company = $company;
+        $this->account = $account;
+        $this->bankAccount = $bankAccount;
+        $this->connectedBankAccount = $connectedBankAccount;
+        $this->startDate = $startDate;
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(PlaidService $plaid, TransactionService $transactionService): void
+    {
+        $accessToken = $this->connectedBankAccount->access_token;
+        $endDate = Carbon::now()->toDateString();
+        $startDate = Carbon::parse($this->startDate)->toDateString();
+        $allTransactions = [];
+        $offset = 0;
+
+        $transactionsResponse = $plaid->getTransactions($accessToken, $startDate, $endDate, [
+            'account_ids' => [$this->connectedBankAccount->external_account_id],
+        ]);
+
+        $allTransactions = [...$allTransactions, ...$transactionsResponse->transactions];
+        $totalTransactions = $transactionsResponse->total_transactions;
+
+        while (count($allTransactions) < $totalTransactions) {
+            $offset += count($transactionsResponse->transactions);
+            $transactionsResponse = $plaid->getTransactions($accessToken, $startDate, $endDate, [
+                'account_ids' => [$this->connectedBankAccount->external_account_id],
+                'offset' => $offset,
+            ]);
+
+            $allTransactions = [...$allTransactions, ...$transactionsResponse->transactions];
+        }
+
+        if (count($allTransactions) > 0) {
+            $postedTransactions = array_filter($allTransactions, static fn ($transaction) => $transaction->pending === false);
+            $currentBalance = $transactionsResponse->accounts[0]->balances->current;
+
+            $transactionService->createStartingBalanceIfNeeded($this->company, $this->account, $this->bankAccount, $postedTransactions, $currentBalance, $startDate);
+            $transactionService->storeTransactions($this->company, $this->bankAccount, $postedTransactions);
+        }
+    }
+}

app/Listeners/ConfigureCompanyNavigation.php

 namespace App\Listeners;
 
 use App\Events\CompanyConfigured;
+use App\Filament\Company\Pages\Accounting\AccountChart;
+use App\Filament\Company\Pages\Reports;
 use App\Filament\Company\Pages\Service\ConnectedAccount;
 use App\Filament\Company\Pages\Service\LiveCurrency;
 use App\Filament\Company\Pages\Setting\Appearance;
 use App\Filament\Company\Pages\Setting\CompanyProfile;
 use App\Filament\Company\Pages\Setting\Invoice;
 use App\Filament\Company\Pages\Setting\Localization;
+use App\Filament\Company\Resources\Accounting\TransactionResource;
 use App\Filament\Company\Resources\Banking\AccountResource;
 use App\Filament\Company\Resources\Core\DepartmentResource;
 use App\Filament\Company\Resources\Setting\CurrencyResource;
             Filament::getPanel('company')->navigation(
                 $this->buildCompanyNavigation()
             );
+        } else {
+            Filament::getPanel('company')->navigation(
+                $this->buildCompanySidebarNavigation()
+            );
         }
 
         NavigationGroup::configureUsing(static function (NavigationGroup $group): void {
                 ...DepartmentResource::getNavigationItems(),
             ]);
     }
+
+    /**
+     * Build the company sidebar navigation.
+     */
+    protected function buildCompanySidebarNavigation(): callable
+    {
+        return static function (NavigationBuilder $builder): NavigationBuilder {
+            return $builder
+                ->items(Dashboard::getNavigationItems())
+                ->groups([
+                    NavigationGroup::make('Accounting')
+                        ->icon('heroicon-o-clipboard-document-list')
+                        ->extraSidebarAttributes(['class' => 'es-sidebar-group'])
+                        ->items([
+                            ...AccountChart::getNavigationItems(),
+                            ...TransactionResource::getNavigationItems(),
+                        ]),
+                    NavigationGroup::make('Banking')
+                        ->icon('heroicon-o-building-library')
+                        ->items(AccountResource::getNavigationItems()),
+                    NavigationGroup::make('HR')
+                        ->icon('heroicon-o-user-group')
+                        ->items(DepartmentResource::getNavigationItems()),
+                    NavigationGroup::make('Services')
+                        ->icon('heroicon-o-wrench-screwdriver')
+                        ->items([
+                            ...ConnectedAccount::getNavigationItems(),
+                            ...LiveCurrency::getNavigationItems(),
+                        ]),
+                    NavigationGroup::make('Settings')
+                        ->icon('heroicon-o-cog-8-tooth')
+                        ->items([
+                            ...Appearance::getNavigationItems(),
+                            ...CompanyProfile::getNavigationItems(),
+                            ...CurrencyResource::getNavigationItems(),
+                            ...CompanyDefault::getNavigationItems(),
+                            ...DiscountResource::getNavigationItems(),
+                            ...Invoice::getNavigationItems(),
+                            ...Localization::getNavigationItems(),
+                            ...TaxResource::getNavigationItems(),
+                        ]),
+                ])
+                ->items(Reports::getNavigationItems());
+        };
+    }
 }

app/Listeners/HandleTransactionImport.php

 namespace App\Listeners;
 
 use App\Events\StartTransactionImport;
-use App\Models\Accounting\Account;
-use App\Models\Banking\BankAccount;
-use App\Models\Banking\ConnectedBankAccount;
-use App\Models\Company;
+use App\Jobs\ProcessTransactionImport;
 use App\Services\ConnectedBankAccountService;
-use App\Services\PlaidService;
-use App\Services\TransactionService;
-use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
 
 class HandleTransactionImport
 {
-    protected PlaidService $plaid;
-
     protected ConnectedBankAccountService $connectedBankAccountService;
 
-    protected TransactionService $transactionService;
-
     /**
      * Create the event listener.
      */
-    public function __construct(PlaidService $plaid, ConnectedBankAccountService $connectedBankAccountService, TransactionService $transactionService)
+    public function __construct(ConnectedBankAccountService $connectedBankAccountService)
     {
-        $this->plaid = $plaid;
         $this->connectedBankAccountService = $connectedBankAccountService;
-        $this->transactionService = $transactionService;
     }
 
     /**
         $selectedBankAccountId = $event->selectedBankAccountId;
         $startDate = $event->startDate;
 
-        $accessToken = $connectedBankAccount->access_token;
-
         $bankAccount = $this->connectedBankAccountService->getOrProcessBankAccountForConnectedBankAccount($company, $connectedBankAccount, $selectedBankAccountId);
         $account = $this->connectedBankAccountService->getOrProcessAccountForConnectedBankAccount($bankAccount, $company, $connectedBankAccount);
 
             'import_transactions' => true,
         ]);
 
-        $this->processTransactions($company, $account, $bankAccount, $connectedBankAccount, $startDate, $accessToken);
-    }
-
-    public function processTransactions(Company $company, Account $account, BankAccount $bankAccount, ConnectedBankAccount $connectedBankAccount, string $startDate, string $accessToken): void
-    {
-        $endDate = Carbon::now()->toDateString();
-        $startDate = Carbon::parse($startDate)->toDateString();
-
-        $transactionsResponse = $this->plaid->getTransactions($accessToken, $startDate, $endDate, [
-            'account_ids' => [$connectedBankAccount->external_account_id],
-        ]);
-
-        if (filled($transactionsResponse->transactions)) {
-            $postedTransactions = array_filter($transactionsResponse->transactions, static fn ($transaction) => $transaction->pending === false);
-            $transactions = array_reverse($postedTransactions);
-            $currentBalance = $transactionsResponse->accounts[0]->balances->current;
-
-            $this->transactionService->createStartingBalanceIfNeeded($company, $account, $bankAccount, $transactions, $currentBalance, $startDate);
-            $this->transactionService->storeTransactions($company, $bankAccount, $transactions);
-        }
+        ProcessTransactionImport::dispatch(
+            $company,
+            $account,
+            $bankAccount,
+            $connectedBankAccount,
+            $startDate,
+        )->onQueue('transactions');
     }
 }

app/Models/Accounting/Transaction.php

         'account_id', // Account from Chart of Accounts (Income/Expense accounts)
         'bank_account_id', // Cash or Bank Account
         'contact_id',
-        'type',
-        'method',
+        'type', // 'deposit', 'withdrawal', 'journal entry'
         'payment_channel',
         'description',
         'notes',

app/Observers/TransactionObserver.php

         $chartAccount = $transaction->account;
         $bankAccount = $transaction->bankAccount->account;
 
-        $debitAccount = $transaction->type === 'expense' ? $chartAccount : $bankAccount;
-        $creditAccount = $transaction->type === 'expense' ? $bankAccount : $chartAccount;
+        $debitAccount = $transaction->type === 'withdrawal' ? $chartAccount : $bankAccount;
+        $creditAccount = $transaction->type === 'withdrawal' ? $bankAccount : $chartAccount;
 
         $this->createJournalEntries($transaction, $debitAccount, $creditAccount);
     }
         $debitEntry = $journalEntries->where('type', 'debit')->first();
         $creditEntry = $journalEntries->where('type', 'credit')->first();
 
-        $debitAccount = $transaction->type === 'expense' ? $chartAccount : $bankAccount;
-        $creditAccount = $transaction->type === 'expense' ? $bankAccount : $chartAccount;
+        $debitAccount = $transaction->type === 'withdrawal' ? $chartAccount : $bankAccount;
+        $creditAccount = $transaction->type === 'withdrawal' ? $bankAccount : $chartAccount;
 
         $debitEntry?->update([
             'account_id' => $debitAccount->id,

app/Services/AccountService.php

 
     public function getNetMovement(Account $account, string $startDate, string $endDate): BalanceValue
     {
-        $debitBalance = $this->getDebitBalance($account, $startDate, $endDate)->getValue();
-        $creditBalance = $this->getCreditBalance($account, $startDate, $endDate)->getValue();
+        $debitBalance = $this->journalEntryRepository->sumDebitAmounts($account, $startDate, $endDate);
+        $creditBalance = $this->journalEntryRepository->sumCreditAmounts($account, $startDate, $endDate);
         $netMovement = $this->calculateNetMovementByCategory($account->category, $debitBalance, $creditBalance);
 
         return new BalanceValue($netMovement, $account->currency_code ?? 'USD');

app/Services/TransactionService.php

 
     public function createStartingBalanceTransaction(Company $company, Account $account, BankAccount $bankAccount, float $startingBalance, string $startDate): void
     {
-        [$transactionType, $method] = $startingBalance >= 0 ? ['income', 'deposit'] : ['expense', 'withdrawal'];
+        $transactionType = $startingBalance >= 0 ? 'deposit' : 'withdrawal';
         $chartAccount = $account->where('category', AccountCategory::Equity)->where('name', 'Owner\'s Equity')->first();
         $postedAt = Carbon::parse($startDate)->subDay()->toDateTimeString();
 
             'bank_account_id' => $bankAccount->id,
             'type' => $transactionType,
             'amount' => abs($startingBalance),
-            'method' => $method,
             'payment_channel' => 'other',
             'posted_at' => $postedAt,
             'description' => 'Starting Balance',
 
     public function storeTransaction(Company $company, BankAccount $bankAccount, object $transaction): void
     {
-        [$transactionType, $method] = $transaction->amount < 0 ? ['income', 'deposit'] : ['expense', 'withdrawal'];
+        $transactionType = $transaction->amount < 0 ? 'deposit' : 'withdrawal';
         $paymentChannel = $transaction->payment_channel;
         $chartAccount = $this->getAccountFromTransaction($company, $transaction, $transactionType);
         $postedAt = $transaction->datetime ?? Carbon::parse($transaction->date)->toDateTimeString();
             'bank_account_id' => $bankAccount->id,
             'type' => $transactionType,
             'amount' => abs($transaction->amount),
-            'method' => $method,
             'payment_channel' => $paymentChannel,
             'posted_at' => $postedAt,
             'description' => $description,
     public function getAccountFromTransaction(Company $company, object $transaction, string $transactionType): Account
     {
         $accountCategory = match ($transactionType) {
-            'income' => AccountCategory::Revenue,
-            'expense' => AccountCategory::Expense,
+            'deposit' => AccountCategory::Revenue,
+            'withdrawal' => AccountCategory::Expense,
         };
 
         $accounts = $company->accounts()
     public function getUncategorizedAccount(Company $company, string $transactionType): Account
     {
         [$type, $name] = match ($transactionType) {
-            'income' => [AccountType::UncategorizedRevenue, 'Uncategorized Income'],
-            'expense' => [AccountType::UncategorizedExpense, 'Uncategorized Expense'],
+            'deposit' => [AccountType::UncategorizedRevenue, 'Uncategorized Income'],
+            'withdrawal' => [AccountType::UncategorizedExpense, 'Uncategorized Expense'],
         };
 
         return $company->accounts()

composer.lock

         },
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             "name": "anourvalar/eloquent-serialize",
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+                "reference": "b9bd5a413e8f392653c06e77acb19c20b6a26924"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/GuavaCZ/filament-clusters/zipball/4801324f633e4db0532ee0a1d64ed57c8afcfe4a",
-                "reference": "4801324f633e4db0532ee0a1d64ed57c8afcfe4a",
+                "url": "https://api.github.com/repos/GuavaCZ/filament-clusters/zipball/b9bd5a413e8f392653c06e77acb19c20b6a26924",
+                "reference": "b9bd5a413e8f392653c06e77acb19c20b6a26924",
                 "shasum": ""
             },
             "require": {
                 "filament/filament": "^3.0",
-                "illuminate/contracts": "^10.0",
+                "illuminate/contracts": "^10.0 | ^11.0",
                 "php": "^8.1",
                 "spatie/laravel-package-tools": "^1.14.0"
             },
             ],
             "support": {
                 "issues": "https://github.com/GuavaCZ/filament-clusters/issues",
-                "source": "https://github.com/GuavaCZ/filament-clusters/tree/1.1.0"
+                "source": "https://github.com/GuavaCZ/filament-clusters/tree/1.2.0"
             },
             "funding": [
                 {
                     "type": "github"
                 }
             ],
-            "time": "2023-10-18T12:19:40+00:00"
+            "time": "2024-03-15T12:43:01+00:00"
         },
         {
             "name": "guzzlehttp/guzzle",
         },
         {
             "name": "laravel/framework",
-            "version": "v10.48.2",
+            "version": "v10.48.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/laravel/framework.git",
-                "reference": "32a8bb151d748b579c3794dea53b56bd40dfbbd3"
+                "reference": "5791c052b41c6b593556adc687076bfbdd13c501"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/laravel/framework/zipball/32a8bb151d748b579c3794dea53b56bd40dfbbd3",
-                "reference": "32a8bb151d748b579c3794dea53b56bd40dfbbd3",
+                "url": "https://api.github.com/repos/laravel/framework/zipball/5791c052b41c6b593556adc687076bfbdd13c501",
+                "reference": "5791c052b41c6b593556adc687076bfbdd13c501",
                 "shasum": ""
             },
             "require": {
                 "issues": "https://github.com/laravel/framework/issues",
                 "source": "https://github.com/laravel/framework"
             },
-            "time": "2024-03-12T16:35:43+00:00"
+            "time": "2024-03-15T10:17:07+00:00"
         },
         {
             "name": "laravel/prompts",
         },
         {
             "name": "livewire/livewire",
-            "version": "v3.4.8",
+            "version": "v3.4.9",
             "source": {
                 "type": "git",
                 "url": "https://github.com/livewire/livewire.git",
-                "reference": "0335b8f022ac535fc3cf29fd8a8fcb275353a470"
+                "reference": "c65b3f0798ab2c9338213ede3588c3cdf4e6fcc0"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/livewire/livewire/zipball/0335b8f022ac535fc3cf29fd8a8fcb275353a470",
-                "reference": "0335b8f022ac535fc3cf29fd8a8fcb275353a470",
+                "url": "https://api.github.com/repos/livewire/livewire/zipball/c65b3f0798ab2c9338213ede3588c3cdf4e6fcc0",
+                "reference": "c65b3f0798ab2c9338213ede3588c3cdf4e6fcc0",
                 "shasum": ""
             },
             "require": {
             "description": "A front-end framework for Laravel.",
             "support": {
                 "issues": "https://github.com/livewire/livewire/issues",
-                "source": "https://github.com/livewire/livewire/tree/v3.4.8"
+                "source": "https://github.com/livewire/livewire/tree/v3.4.9"
             },
             "funding": [
                 {
                     "type": "github"
                 }
             ],
-            "time": "2024-03-08T13:01:50+00:00"
+            "time": "2024-03-14T14:03:32+00:00"
         },
         {
             "name": "masterminds/html5",
         },
         {
             "name": "phenx/php-svg-lib",
-            "version": "0.5.2",
+            "version": "0.5.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/dompdf/php-svg-lib.git",
-                "reference": "732faa9fb4309221e2bd9b2fda5de44f947133aa"
+                "reference": "0e46722c154726a5f9ac218197ccc28adba16fcf"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/dompdf/php-svg-lib/zipball/732faa9fb4309221e2bd9b2fda5de44f947133aa",
-                "reference": "732faa9fb4309221e2bd9b2fda5de44f947133aa",
+                "url": "https://api.github.com/repos/dompdf/php-svg-lib/zipball/0e46722c154726a5f9ac218197ccc28adba16fcf",
+                "reference": "0e46722c154726a5f9ac218197ccc28adba16fcf",
                 "shasum": ""
             },
             "require": {
             },
             "notification-url": "https://packagist.org/downloads/",
             "license": [
-                "LGPL-3.0"
+                "LGPL-3.0-or-later"
             ],
             "authors": [
                 {
             "homepage": "https://github.com/PhenX/php-svg-lib",
             "support": {
                 "issues": "https://github.com/dompdf/php-svg-lib/issues",
-                "source": "https://github.com/dompdf/php-svg-lib/tree/0.5.2"
+                "source": "https://github.com/dompdf/php-svg-lib/tree/0.5.3"
             },
-            "time": "2024-02-07T12:49:40+00:00"
+            "time": "2024-02-23T20:39:24+00:00"
         },
         {
             "name": "phpoption/phpoption",
         },
         {
             "name": "psy/psysh",
-            "version": "v0.12.0",
+            "version": "v0.12.1",
             "source": {
                 "type": "git",
                 "url": "https://github.com/bobthecow/psysh.git",
-                "reference": "750bf031a48fd07c673dbe3f11f72362ea306d0d"
+                "reference": "39621c73e0754328252f032c6997b983afc50431"
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             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/bobthecow/psysh/zipball/750bf031a48fd07c673dbe3f11f72362ea306d0d",
-                "reference": "750bf031a48fd07c673dbe3f11f72362ea306d0d",
+                "url": "https://api.github.com/repos/bobthecow/psysh/zipball/39621c73e0754328252f032c6997b983afc50431",
+                "reference": "39621c73e0754328252f032c6997b983afc50431",
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             "require": {
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             "support": {
                 "issues": "https://github.com/bobthecow/psysh/issues",
-                "source": "https://github.com/bobthecow/psysh/tree/v0.12.0"
+                "source": "https://github.com/bobthecow/psysh/tree/v0.12.1"
             },
-            "time": "2023-12-20T15:28:09+00:00"
+            "time": "2024-03-15T03:22:57+00:00"
         },
         {
             "name": "ralouphie/getallheaders",

config/dompdf.php

+<?php
+
+return [
+
+    /*
+    |--------------------------------------------------------------------------
+    | Settings
+    |--------------------------------------------------------------------------
+    |
+    | Set some default values. It is possible to add all defines that can be set
+    | in dompdf_config.inc.php. You can also override the entire config file.
+    |
+    */
+    'show_warnings' => false,   // Throw an Exception on warnings from dompdf
+
+    'public_path' => null,  // Override the public path if needed
+
+    /*
+     * Dejavu Sans font is missing glyphs for converted entities, turn it off if you need to show € and £.
+     */
+    'convert_entities' => true,
+
+    'options' => [
+        /**
+         * The location of the DOMPDF font directory
+         *
+         * The location of the directory where DOMPDF will store fonts and font metrics
+         * Note: This directory must exist and be writable by the webserver process.
+         * *Please note the trailing slash.*
+         *
+         * Notes regarding fonts:
+         * Additional .afm font metrics can be added by executing load_font.php from command line.
+         *
+         * Only the original "Base 14 fonts" are present on all pdf viewers. Additional fonts must
+         * be embedded in the pdf file or the PDF may not display correctly. This can significantly
+         * increase file size unless font subsetting is enabled. Before embedding a font please
+         * review your rights under the font license.
+         *
+         * Any font specification in the source HTML is translated to the closest font available
+         * in the font directory.
+         *
+         * The pdf standard "Base 14 fonts" are:
+         * Courier, Courier-Bold, Courier-BoldOblique, Courier-Oblique,
+         * Helvetica, Helvetica-Bold, Helvetica-BoldOblique, Helvetica-Oblique,
+         * Times-Roman, Times-Bold, Times-BoldItalic, Times-Italic,
+         * Symbol, ZapfDingbats.
+         */
+        'font_dir' => storage_path('fonts'), // advised by dompdf (https://github.com/dompdf/dompdf/pull/782)
+
+        /**
+         * The location of the DOMPDF font cache directory
+         *
+         * This directory contains the cached font metrics for the fonts used by DOMPDF.
+         * This directory can be the same as DOMPDF_FONT_DIR
+         *
+         * Note: This directory must exist and be writable by the webserver process.
+         */
+        'font_cache' => storage_path('fonts'),
+
+        /**
+         * The location of a temporary directory.
+         *
+         * The directory specified must be writeable by the webserver process.
+         * The temporary directory is required to download remote images and when
+         * using the PDFLib back end.
+         */
+        'temp_dir' => sys_get_temp_dir(),
+
+        /**
+         * ==== IMPORTANT ====
+         *
+         * dompdf's "chroot": Prevents dompdf from accessing system files or other
+         * files on the webserver.  All local files opened by dompdf must be in a
+         * subdirectory of this directory.  DO NOT set it to '/' since this could
+         * allow an attacker to use dompdf to read any files on the server.  This
+         * should be an absolute path.
+         * This is only checked on command line call by dompdf.php, but not by
+         * direct class use like:
+         * $dompdf = new DOMPDF();  $dompdf->load_html($htmldata); $dompdf->render(); $pdfdata = $dompdf->output();
+         */
+        'chroot' => realpath(base_path()),
+
+        /**
+         * Protocol whitelist
+         *
+         * Protocols and PHP wrappers allowed in URIs, and the validation rules
+         * that determine if a resource may be loaded. Full support is not guaranteed
+         * for the protocols/wrappers specified
+         * by this array.
+         *
+         * @var array
+         */
+        'allowed_protocols' => [
+            'file://' => ['rules' => []],
+            'http://' => ['rules' => []],
+            'https://' => ['rules' => []],
+        ],
+
+
+        'log_output_file' => null,
+
+        /**
+         * Whether to enable font subsetting or not.
+         */
+        'enable_font_subsetting' => true,
+
+        /**
+         * The PDF rendering backend to use
+         *
+         * Valid settings are 'PDFLib', 'CPDF' (the bundled R&OS PDF class), 'GD' and
+         * 'auto'. 'auto' will look for PDFLib and use it if found, or if not it will
+         * fall back on CPDF. 'GD' renders PDFs to graphic files. {@link * Canvas_Factory} ultimately determines which rendering class to instantiate
+         * based on this setting.
+         *
+         * Both PDFLib & CPDF rendering backends provide sufficient rendering
+         * capabilities for dompdf, however additional features (e.g. object,
+         * image and font support, etc.) differ between backends.  Please see
+         * {@link PDFLib_Adapter} for more information on the PDFLib backend
+         * and {@link CPDF_Adapter} and lib/class.pdf.php for more information
+         * on CPDF. Also see the documentation for each backend at the links
+         * below.
+         *
+         * The GD rendering backend is a little different than PDFLib and
+         * CPDF. Several features of CPDF and PDFLib are not supported or do
+         * not make any sense when creating image files.  For example,
+         * multiple pages are not supported, nor are PDF 'objects'.  Have a
+         * look at {@link GD_Adapter} for more information.  GD support is
+         * experimental, so use it at your own risk.
+         *
+         * @link http://www.pdflib.com
+         * @link http://www.ros.co.nz/pdf
+         * @link http://www.php.net/image
+         */
+        'pdf_backend' => 'CPDF',
+
+        /**
+         * PDFlib license key
+         *
+         * If you are using a licensed, commercial version of PDFlib, specify
+         * your license key here.  If you are using PDFlib-Lite or are evaluating
+         * the commercial version of PDFlib, comment out this setting.
+         *
+         * @link http://www.pdflib.com
+         *
+         * If pdflib present in web server and auto or selected explicitly above,
+         * a real license code must exist!
+         */
+        //"DOMPDF_PDFLIB_LICENSE" => "your license key here",
+
+        /**
+         * html target media view which should be rendered into pdf.
+         * List of types and parsing rules for future extensions:
+         * http://www.w3.org/TR/REC-html40/types.html
+         *   screen, tty, tv, projection, handheld, print, braille, aural, all
+         * Note: aural is deprecated in CSS 2.1 because it is replaced by speech in CSS 3.
+         * Note, even though the generated pdf file is intended for print output,
+         * the desired content might be different (e.g. screen or projection view of html file).
+         * Therefore allow specification of content here.
+         */
+        'default_media_type' => 'screen',
+
+        /**
+         * The default paper size.
+         *
+         * North America standard is "letter"; other countries generally "a4"
+         *
+         * @see CPDF_Adapter::PAPER_SIZES for valid sizes ('letter', 'legal', 'A4', etc.)
+         */
+        'default_paper_size' => 'a4',
+
+        /**
+         * The default paper orientation.
+         *
+         * The orientation of the page (portrait or landscape).
+         */
+        'default_paper_orientation' => 'portrait',
+
+        /**
+         * The default font family
+         *
+         * Used if no suitable fonts can be found. This must exist in the font folder.
+         */
+        'default_font' => 'sans-serif',
+
+        /**
+         * Image DPI setting
+         *
+         * This setting determines the default DPI setting for images and fonts.  The
+         * DPI may be overridden for inline images by explicitly setting the
+         * image's width & height style attributes (i.e. if the image's native
+         * width is 600 pixels and you specify the image's width as 72 points,
+         * the image will have a DPI of 600 in the rendered PDF.  The DPI of
+         * background images can not be overridden and is controlled entirely
+         * via this parameter.
+         *
+         * For the purposes of DOMPDF, pixels per inch (PPI) = dots per inch (DPI).
+         * If a size in html is given as px (or without unit as image size),
+         * this tells the corresponding size in pt.
+         * This adjusts the relative sizes to be similar to the rendering of the
+         * html page in a reference browser.
+         *
+         * In pdf, always 1 pt = 1/72 inch
+         *
+         * Rendering resolution of various browsers in px per inch:
+         * Windows Firefox and Internet Explorer:
+         *   SystemControl->Display properties->FontResolution: Default:96, largefonts:120, custom:?
+         * Linux Firefox:
+         *   about:config *resolution: Default:96
+         *   (xorg screen dimension in mm and Desktop font dpi settings are ignored)
+         *
+         * Take care about extra font/image zoom factor of browser.
+         *
+         * In images, <img> size in pixel attribute, img css style, are overriding
+         * the real image dimension in px for rendering.
+         */
+        'dpi' => 96,
+
+        /**
+         * Enable inline PHP
+         *
+         * If this setting is set to true then DOMPDF will automatically evaluate
+         * inline PHP contained within <script type="text/php"> ... </script> tags.
+         *
+         * Enabling this for documents you do not trust (e.g. arbitrary remote html
+         * pages) is a security risk.  Set this option to false if you wish to process
+         * untrusted documents.
+         */
+        'enable_php' => true,
+
+        /**
+         * Enable inline Javascript
+         *
+         * If this setting is set to true then DOMPDF will automatically insert
+         * JavaScript code contained within <script type="text/javascript"> ... </script> tags.
+         */
+        'enable_javascript' => true,
+
+        /**
+         * Enable remote file access
+         *
+         * If this setting is set to true, DOMPDF will access remote sites for
+         * images and CSS files as required.
+         * This is required for part of test case www/test/image_variants.html through www/examples.php
+         *
+         * Attention!
+         * This can be a security risk, in particular in combination with DOMPDF_ENABLE_PHP and
+         * allowing remote access to dompdf.php or on allowing remote html code to be passed to
+         * $dompdf = new DOMPDF(, $dompdf->load_html(...,
+         * This allows anonymous users to download legally doubtful internet content which on
+         * tracing back appears to being downloaded by your server, or allows malicious php code
+         * in remote html pages to be executed by your server with your account privileges.
+         */
+        'enable_remote' => true,
+
+        /**
+         * A ratio applied to the fonts height to be more like browsers' line height
+         */
+        'font_height_ratio' => 1.1,
+
+        /**
+         * Use the HTML5 Lib parser
+         *
+         * @deprecated This feature is now always on in dompdf 2.x
+         */
+        'enable_html5_parser' => true,
+    ],
+
+];

database/migrations/2024_01_01_234943_create_transactions_table.php

             $table->foreignId('account_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('bank_account_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
-            $table->string('type'); // income, expense, other
-            $table->string('method'); // deposit, withdrawal
+            $table->string('type'); // deposit, withdrawal, journal entry
             $table->string('payment_channel')->nullable(); // online, in store, other
             $table->string('description')->nullable();
             $table->text('notes')->nullable();

package-lock.json

             }
         },
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             "dev": true,
             "dependencies": {
-                "follow-redirects": "^1.15.4",
+                "follow-redirects": "^1.15.6",
                 "form-data": "^4.0.0",
                 "proxy-from-env": "^1.1.0"
             }
             "dev": true
         },
         "node_modules/binary-extensions": {
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+            "version": "2.3.0",
+            "resolved": "https://registry.npmjs.org/binary-extensions/-/binary-extensions-2.3.0.tgz",
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             "dev": true,
             "engines": {
                 "node": ">=8"
+            },
+            "funding": {
+                "url": "https://github.com/sponsors/sindresorhus"
             }
         },
         "node_modules/brace-expansion": {
             "dev": true
         },
         "node_modules/electron-to-chromium": {
-            "version": "1.4.701",
-            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.4.701.tgz",
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+            "version": "1.4.708",
+            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.4.708.tgz",
+            "integrity": "sha512-iWgEEvREL4GTXXHKohhh33+6Y8XkPI5eHihDmm8zUk5Zo7HICEW+wI/j5kJ2tbuNUCXJ/sNXa03ajW635DiJXA==",
             "dev": true
         },
         "node_modules/emoji-regex": {
             }
         },
         "node_modules/follow-redirects": {
-            "version": "1.15.5",
-            "resolved": "https://registry.npmjs.org/follow-redirects/-/follow-redirects-1.15.5.tgz",
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+            "version": "1.15.6",
+            "resolved": "https://registry.npmjs.org/follow-redirects/-/follow-redirects-1.15.6.tgz",
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             "dev": true,
             "funding": [
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             }
         },
         "node_modules/postcss-nested/node_modules/postcss-selector-parser": {
-            "version": "6.0.15",
-            "resolved": "https://registry.npmjs.org/postcss-selector-parser/-/postcss-selector-parser-6.0.15.tgz",
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+            "resolved": "https://registry.npmjs.org/postcss-selector-parser/-/postcss-selector-parser-6.0.16.tgz",
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             "dev": true,
             "dependencies": {
                 "cssesc": "^3.0.0",
             }
         },
         "node_modules/tailwindcss/node_modules/postcss-selector-parser": {
-            "version": "6.0.15",
-            "resolved": "https://registry.npmjs.org/postcss-selector-parser/-/postcss-selector-parser-6.0.15.tgz",
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+            "version": "6.0.16",
+            "resolved": "https://registry.npmjs.org/postcss-selector-parser/-/postcss-selector-parser-6.0.16.tgz",
+            "integrity": "sha512-A0RVJrX+IUkVZbW3ClroRWurercFhieevHB38sr2+l9eUClMqome3LmEmnhlNy+5Mr2EYN6B2Kaw9wYdd+VHiw==",
             "dev": true,
             "dependencies": {
                 "cssesc": "^3.0.0",

resources/views/components/company/reports/account-balances.blade.php

 <!DOCTYPE html>
 <html lang="en">
 <head>
-    <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/>
+    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1">
     <title>Account Balances</title>
     <style>
         @page {
-            margin: 0.25in 0.25in 1in 0.25in;
+            size: A4;
+            margin: 8.5mm 8.5mm 30mm 8.5mm;
         }
 
         .header {
             </tr>
         </tfoot>
     </table>
-    <script type="text/php">
-        if (isset($pdf)) {
-            $font = $fontMetrics->getFont("Inter, sans-serif", "normal");
-            $size = 8;
-
-            $pageText = "Page {PAGE_NUM} of {PAGE_COUNT}";
-            $x = 533;
-            $y = 820;
-            $pdf->page_text($x, $y, $pageText, $font, $size);
-        }
-    </script>
 </body>

resources/views/filament/company/components/tables/actions/mark-as-reviewed.blade.php

+@php
+    $isDisabled = $action->isDisabled();
+@endphp
+
+<span
+    x-data="{}"
+    x-tooltip="{
+        content: @js($action->getTooltip()),
+        theme: $store.theme === 'dark' ? 'light' : 'dark',
+        placement: 'left',
+    }"
+>
+    <x-filament::icon-button
+        @class([
+            'disabled:cursor-not-allowed disabled:pointer-events-auto disabled:hover:text-gray-400',
+        ])
+        :icon="$action->getIcon()"
+        :color="$action->getColor()"
+        :disabled="$isDisabled"
+        :size="$action->getIconSize()"
+        :wire:click="$action->getLivewireClickHandler()"
+    />
+</span>