wip: Accounting Module

app/Filament/Resources/AccountResource.php

@@ -2,12 +2,11 @@
 
 namespace App\Filament\Resources;
 
-use Akaunting\Money\Currency;
-use Akaunting\Money\Money;
 use App\Actions\Banking\CreateCurrencyFromAccount;
 use App\Filament\Resources\AccountResource\Pages;
 use App\Filament\Resources\AccountResource\RelationManagers;
 use App\Models\Banking\Account;
+use App\Models\Setting\Currency;
 use Closure;
 use Exception;
 use Filament\Forms;
@@ -18,8 +17,6 @@ use Filament\Resources\Resource;
 use Filament\Resources\Table;
 use Filament\Tables;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\Model;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
@@ -81,7 +78,7 @@ class AccountResource extends Resource
                                     ->label('Currency')
                                     ->relationship('currency', 'name', static fn (Builder $query) => $query->where('company_id', Auth::user()->currentCompany->id))
                                     ->preload()
-                                    ->default(Account::getDefaultCurrencyCode())
+                                    ->default(Currency::getDefaultCurrency())
                                     ->searchable()
                                     ->reactive()
                                     ->required()
@@ -89,7 +86,7 @@ class AccountResource extends Resource
                                         Forms\Components\Select::make('currency.code')
                                             ->label('Code')
                                             ->searchable()
-                                            ->options(Account::getCurrencyCodes())
+                                            ->options(Currency::getCurrencyCodes())
                                             ->reactive()
                                             ->afterStateUpdated(static function (callable $set, $state) {
                                                 $code = $state;

app/Filament/Resources/CurrencyResource.php

@@ -6,6 +6,7 @@ use App\Filament\Resources\CurrencyResource\Pages;
 use App\Filament\Resources\CurrencyResource\RelationManagers;
 use App\Models\Banking\Account;
 use App\Models\Setting\Currency;
+use App\Services\CurrencyService;
 use Closure;
 use Exception;
 use Filament\Forms;
@@ -15,12 +16,9 @@ use Filament\Resources\Resource;
 use Filament\Resources\Table;
 use Filament\Tables;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\Model;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Auth;
-use Illuminate\Support\Facades\Blade;
-use Illuminate\Support\HtmlString;
+use Illuminate\Support\Facades\Cache;
 use Wallo\FilamentSelectify\Components\ToggleButton;
 
 class CurrencyResource extends Resource
@@ -41,7 +39,7 @@ class CurrencyResource extends Resource
         return $form
             ->schema([
                 Forms\Components\Section::make('General')
-                    ->description('The default currency is used for all transactions and reports and cannot be deleted. Currency precision determines the number of decimal places to display when formatting currency amounts. The currency rate is set to 1 for the default currency and is utilized as the basis for setting exchange rates for all other currencies.')
+                    ->description('Upon selecting a currency code, the corresponding values based on real-world currencies will auto-populate. The default currency is used for all transactions and reports and cannot be deleted. Currency precision determines the number of decimal places to display when formatting currency amounts. The currency rate is set to 1 for the default currency and is utilized as the basis for setting exchange rates for all other currencies. Alterations to default values are allowed but manage such changes wisely as any confusion or discrepancies are your responsibility.')
                     ->schema([
                         Forms\Components\Select::make('code')
                             ->label('Code')
@@ -49,42 +47,48 @@ class CurrencyResource extends Resource
                             ->searchable()
                             ->placeholder('Select a currency code...')
                             ->reactive()
+                            ->hidden(static fn (Closure $get): bool => $get('enabled'))
                             ->afterStateUpdated(static function (Closure $set, $state) {
+                                if ($state === null) {
+                                    return;
+                                }
+
                                 $code = $state;
-                                $name = config("money.{$code}.name");
-                                $precision = config("money.{$code}.precision");
-                                $symbol = config("money.{$code}.symbol");
-                                $symbol_first = config("money.{$code}.symbol_first");
-                                $decimal_mark = config("money.{$code}.decimal_mark");
-                                $thousands_separator = config("money.{$code}.thousands_separator");
-
-                                $set('name', $name);
-                                $set('precision', $precision);
-                                $set('symbol', $symbol);
-                                $set('symbol_first', $symbol_first);
-                                $set('decimal_mark', $decimal_mark);
-                                $set('thousands_separator', $thousands_separator);
+                                $currencyConfig = config("money.{$code}", []);
+                                $currencyService = app(CurrencyService::class);
+
+                                $defaultCurrency = Currency::getDefaultCurrency();
+
+                                $rate = 1;
+
+                                if ($defaultCurrency !== null) {
+                                   $rate = $currencyService->getCachedExchangeRate($defaultCurrency, $code);
+                                }
+
+                                $set('name', $currencyConfig['name'] ?? '');
+                                $set('rate', $rate);
+                                $set('precision', $currencyConfig['precision'] ?? '');
+                                $set('symbol', $currencyConfig['symbol'] ?? '');
+                                $set('symbol_first', $currencyConfig['symbol_first'] ?? '');
+                                $set('decimal_mark', $currencyConfig['decimal_mark'] ?? '');
+                                $set('thousands_separator', $currencyConfig['thousands_separator'] ?? '');
                             })
                             ->required(),
+                        Forms\Components\TextInput::make('code')
+                            ->label('Code')
+                            ->hidden(static fn (Closure $get): bool => !$get('enabled'))
+                            ->disabled(static fn (Closure $get): bool => $get('enabled'))
+                            ->required(),
                         Forms\Components\TextInput::make('name')
                             ->translateLabel()
                             ->maxLength(100)
                             ->required(),
                         Forms\Components\TextInput::make('rate')
                             ->label('Rate')
-                            ->dehydrateStateUsing(static fn (Closure $get, $state): bool => $get('enabled') === true ? '1' : $state) // rate is 1 when enabled is true
+                            ->dehydrateStateUsing(static fn (Closure $get, $state) => $get('enabled') ? '1' : $state)
                             ->numeric()
                             ->reactive()
-                            ->disabled(static fn (Closure $get): bool => $get('enabled') === true) // disabled is true when enabled is true
-                            ->mask(static fn (Forms\Components\TextInput\Mask $mask) => $mask
-                                ->numeric()
-                                ->decimalPlaces(4)
-                                ->signed(false)
-                                ->padFractionalZeros(false)
-                                ->normalizeZeros(false)
-                                ->minValue(0.0001)
-                                ->maxValue(999999.9999)
-                                ->lazyPlaceholder(false))
+                            ->disabled(static fn (Closure $get): bool => $get('enabled'))
                             ->required(),
                         Forms\Components\Select::make('precision')
                             ->label('Precision')
@@ -114,7 +118,20 @@ class CurrencyResource extends Resource
                             ->reactive()
                             ->offColor('danger')
                             ->onColor('primary')
-                            ->afterStateUpdated(static fn (Closure $set, $state) => $state ? $set('rate', '1') : null),
+                            ->afterStateUpdated(static function (Closure $set, Closure $get, $state) {
+                                $enabled = $state;
+                                $code = $get('code');
+                                $currencyService = app(CurrencyService::class);
+
+                                if ($enabled) {
+                                    $rate = 1;
+                                } else {
+                                    $defaultCurrency = Currency::getDefaultCurrency();
+                                    $rate = $defaultCurrency ? $currencyService->getCachedExchangeRate($defaultCurrency, $code) : 1;
+                                }
+
+                                $set('rate', $rate);
+                            }),
                     ])->columns(),
             ]);
     }
@@ -144,7 +161,6 @@ class CurrencyResource extends Resource
                     ->sortable(),
                 Tables\Columns\TextColumn::make('rate')
                     ->label('Rate')
-                    ->formatStateUsing(static fn ($state) => str_contains($state, '.') ? rtrim(rtrim($state, '0'), '.') : null)
                     ->searchable()
                     ->sortable(),
             ])

app/Filament/Resources/CustomerResource.php

@@ -5,8 +5,8 @@ namespace App\Filament\Resources;
 use App\Actions\Banking\CreateCurrencyFromAccount;
 use App\Filament\Resources\CustomerResource\Pages;
 use App\Filament\Resources\CustomerResource\RelationManagers;
+use App\Models\Setting\Currency;
 use Wallo\FilamentSelectify\Components\ButtonGroup;
-use App\Models\Banking\Account;
 use App\Models\Contact;
 use Filament\Forms;
 use Filament\Resources\Form;
@@ -14,11 +14,8 @@ use Filament\Resources\Resource;
 use Filament\Resources\Table;
 use Filament\Tables;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Database\Eloquent\SoftDeletingScope;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
-use Squire\Models\Country;
-use Squire\Models\Region;
 
 class CustomerResource extends Resource
 {
@@ -55,8 +52,7 @@ class CustomerResource extends Resource
                                     ])
                                     ->gridDirection('column')
                                     ->default('individual')
-                                    ->columnSpan(1)
-                                    ->required(),
+                                    ->columnSpan(1),
                                 Forms\Components\Grid::make()
                                     ->schema([
                                         Forms\Components\TextInput::make('name')
@@ -94,7 +90,7 @@ class CustomerResource extends Resource
                             ->label('Currency')
                             ->relationship('currency', 'name', static fn (Builder $query) => $query->where('company_id', Auth::user()->currentCompany->id))
                             ->preload()
-                            ->default(Account::getDefaultCurrencyCode())
+                            ->default(Currency::getDefaultCurrency())
                             ->searchable()
                             ->reactive()
                             ->required()
@@ -102,7 +98,7 @@ class CustomerResource extends Resource
                                 Forms\Components\Select::make('currency.code')
                                     ->label('Code')
                                     ->searchable()
-                                    ->options(Account::getCurrencyCodes())
+                                    ->options(Currency::getCurrencyCodes())
                                     ->reactive()
                                     ->afterStateUpdated(static function (callable $set, $state) {
                                         $code = $state;

app/Filament/Resources/InvoiceResource.php

@@ -4,6 +4,7 @@ namespace App\Filament\Resources;
 
 use App\Filament\Resources\InvoiceResource\Pages;
 use App\Filament\Resources\InvoiceResource\RelationManagers;
+use App\Models\Setting\Currency;
 use Wallo\FilamentSelectify\Components\ButtonGroup;
 use App\Models\Banking\Account;
 use App\Models\Document\Document;
@@ -75,7 +76,7 @@ class InvoiceResource extends Resource
                                             ->label('Currency')
                                             ->relationship('currency', 'name', static fn (Builder $query) => $query->where('company_id', Auth::user()->currentCompany->id))
                                             ->preload()
-                                            ->default(Account::getDefaultCurrencyCode())
+                                            ->default(Currency::getDefaultCurrency())
                                             ->searchable()
                                             ->reactive()
                                             ->required(),

app/Http/Livewire/DefaultSetting.php

@@ -56,7 +56,7 @@ class DefaultSetting extends Component implements HasForms
                         ->validationAttribute('Currency')
                         ->required(),
                 ])->columns(),
-            Section::make('Taxes')
+            Section::make('Taxes & Discounts')
                 ->schema([
                     Select::make('sales_tax_id')
                         ->label('Sales Tax')
@@ -72,6 +72,20 @@ class DefaultSetting extends Component implements HasForms
                         ->searchable()
                         ->validationAttribute('Purchase Tax')
                         ->required(),
+                    Select::make('sales_discount_id')
+                        ->label('Sales Discount')
+                        ->options(Defaults::getSalesDiscounts())
+                        ->default(Defaults::getDefaultSalesDiscount())
+                        ->searchable()
+                        ->validationAttribute('Sales Discount')
+                        ->required(),
+                    Select::make('purchase_discount_id')
+                        ->label('Purchase Discount')
+                        ->options(Defaults::getPurchaseDiscounts())
+                        ->default(Defaults::getDefaultPurchaseDiscount())
+                        ->searchable()
+                        ->validationAttribute('Purchase Discount')
+                        ->required(),
                 ])->columns(),
             Section::make('Categories')
                 ->schema([
@@ -121,6 +135,8 @@ class DefaultSetting extends Component implements HasForms
             'currency_code' => [Currency::class, 'code'],
             'sales_tax_id' => [Tax::class, 'id', 'sales'],
             'purchase_tax_id' => [Tax::class, 'id', 'purchase'],
+            'sales_discount_id' => [Tax::class, 'id', 'sales'],
+            'purchase_discount_id' => [Tax::class, 'id', 'purchase'],
             'income_category_id' => [Category::class, 'id', 'income'],
             'expense_category_id' => [Category::class, 'id', 'expense'],
         ];

app/Models/Banking/Account.php

@@ -101,22 +101,6 @@ class Account extends Model
         ];
     }
 
-    public static function getCurrencyCodes(): array
-    {
-        $codes = array_keys(Config::get('money'));
-
-        return array_combine($codes, $codes);
-    }
-
-    public static function getDefaultCurrencyCode(): ?string
-    {
-        $defaultCurrency = Currency::where('enabled', true)
-            ->where('company_id', Auth::user()->currentCompany->id)
-            ->first();
-
-        return $defaultCurrency?->code;
-    }
-
     protected static function newFactory(): Factory
     {
         return AccountFactory::new();

app/Models/Setting/Currency.php

@@ -63,6 +63,15 @@ class Currency extends Model
         return array_combine($codes, $codes);
     }
 
+    public static function getDefaultCurrency(): ?string
+    {
+        $defaultCurrency = self::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->first();
+
+        return $defaultCurrency->code ?? null;
+    }
+
     protected static function newFactory(): Factory
     {
         return CurrencyFactory::new();

app/Models/Setting/DefaultSetting.php

@@ -21,6 +21,8 @@ class DefaultSetting extends Model
         'currency_code',
         'sales_tax_id',
         'purchase_tax_id',
+        'sales_discount_id',
+        'purchase_discount_id',
         'income_category_id',
         'expense_category_id',
         'updated_by',
@@ -51,6 +53,16 @@ class DefaultSetting extends Model
         return $this->belongsTo(Tax::class,'purchase_tax_id', 'id');
     }
 
+    public function salesDiscount(): BelongsTo
+    {
+        return $this->belongsTo(Discount::class,'sales_discount_id', 'id');
+    }
+
+    public function purchaseDiscount(): BelongsTo
+    {
+        return $this->belongsTo(Discount::class,'purchase_discount_id', 'id');
+    }
+
     public function incomeCategory(): BelongsTo
     {
         return $this->belongsTo(Category::class,'income_category_id', 'id');
@@ -96,6 +108,22 @@ class DefaultSetting extends Model
             ->toArray();
     }
 
+    public static function getSalesDiscounts(): array
+    {
+        return Discount::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'sales')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
+    public static function getPurchaseDiscounts(): array
+    {
+        return Discount::where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'purchase')
+            ->pluck('name', 'id')
+            ->toArray();
+    }
+
     public static function getIncomeCategories(): array
     {
         return Category::where('company_id', Auth::user()->currentCompany->id)
@@ -150,6 +178,26 @@ class DefaultSetting extends Model
         return $defaultPurchaseTax->id ?? null;
     }
 
+    public static function getDefaultSalesDiscount()
+    {
+        $defaultSalesDiscount = Discount::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'sales')
+            ->first();
+
+        return $defaultSalesDiscount->id ?? null;
+    }
+
+    public static function getDefaultPurchaseDiscount()
+    {
+        $defaultPurchaseDiscount = Discount::where('enabled', true)
+            ->where('company_id', Auth::user()->currentCompany->id)
+            ->where('type', 'purchase')
+            ->first();
+
+        return $defaultPurchaseDiscount->id ?? null;
+    }
+
     public static function getDefaultIncomeCategory()
     {
         $defaultIncomeCategory = Category::where('enabled', true)

app/Observers/AccountObserver.php

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

app/Policies/CurrencyPolicy.php

@@ -0,0 +1,67 @@
+<?php
+
+namespace App\Policies;
+
+use App\Models\Setting\Currency;
+use App\Models\User;
+
+class CurrencyPolicy
+{
+    /**
+     * Determine whether the user can view any models.
+     */
+    public function viewAny(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can view the model.
+     */
+    public function view(User $user, Currency $currency): bool
+    {
+        return $user->belongsToCompany($currency->company);
+    }
+
+    /**
+     * Determine whether the user can create models.
+     */
+    public function create(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can update the model.
+     */
+    public function update(User $user, Currency $currency): bool
+    {
+        $defaultCurrency = Currency::getDefaultCurrency();
+
+        return $user->belongsToCompany($currency->company) && $currency->code !== $defaultCurrency;
+    }
+
+    /**
+     * Determine whether the user can delete the model.
+     */
+    public function delete(User $user, Currency $currency): bool
+    {
+        return $user->belongsToCompany($currency->company);
+    }
+
+    /**
+     * Determine whether the user can restore the model.
+     */
+    public function restore(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can permanently delete the model.
+     */
+    public function forceDelete(User $user): bool
+    {
+        return true;
+    }
+}

app/Providers/EventServiceProvider.php

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

app/Services/CurrencyService.php

@@ -0,0 +1,55 @@
+<?php
+
+namespace App\Services;
+
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\Facades\Http;
+
+class CurrencyService
+{
+    public function getExchangeRate($from, $to)
+    {
+        $date = Carbon::today()->format('Y-m-d');
+
+        $req_url = 'https://api.exchangerate.host/convert?from=' . $from . '&to=' . $to . '&date=' . $date;
+
+        $response = Http::get($req_url);
+
+        if ($response->successful()) {
+            $responseData = $response->json();
+            if ($responseData['success'] === true) {
+                return $responseData['info']['rate'];
+            }
+        }
+
+        return null;
+    }
+
+    public function getCachedExchangeRate(string $defaultCurrencyCode, string $code): ?float
+    {
+        // Include both the default currency code and the target currency code in the cache key
+        $cacheKey = 'currency_data_' . $defaultCurrencyCode . '_' . $code;
+
+        // Attempt to retrieve the cached exchange rate
+        $cachedData = Cache::get($cacheKey);
+
+        // If the cached exchange rate exists, return it
+        if ($cachedData !== null) {
+            return $cachedData['rate'];
+        }
+
+        // If the cached exchange rate does not exist, retrieve it from the API
+        $rate = $this->getExchangeRate($defaultCurrencyCode, $code);
+
+        // If the API call was successful, cache the exchange rate
+        if ($rate !== null) {
+            // Store the exchange rate in the cache for 24 hours
+            $dataToCache = compact('rate');
+            $expirationTimeInSeconds = 60 * 60 * 24; // 24 hours
+            Cache::put($cacheKey, $dataToCache, $expirationTimeInSeconds);
+        }
+
+        return $rate;
+    }
+}

composer.lock

@@ -9373,16 +9373,16 @@
         },
         {
             "name": "phpunit/phpunit",
-            "version": "10.2.3",
+            "version": "10.2.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/sebastianbergmann/phpunit.git",
-                "reference": "35c8cac1734ede2ae354a6644f7088356ff5b08e"
+                "reference": "68484779b5a2ed711fbdeba6ca01910d87acdff2"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/35c8cac1734ede2ae354a6644f7088356ff5b08e",
-                "reference": "35c8cac1734ede2ae354a6644f7088356ff5b08e",
+                "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/68484779b5a2ed711fbdeba6ca01910d87acdff2",
+                "reference": "68484779b5a2ed711fbdeba6ca01910d87acdff2",
                 "shasum": ""
             },
             "require": {
@@ -9454,7 +9454,7 @@
             "support": {
                 "issues": "https://github.com/sebastianbergmann/phpunit/issues",
                 "security": "https://github.com/sebastianbergmann/phpunit/security/policy",
-                "source": "https://github.com/sebastianbergmann/phpunit/tree/10.2.3"
+                "source": "https://github.com/sebastianbergmann/phpunit/tree/10.2.4"
             },
             "funding": [
                 {
@@ -9470,7 +9470,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2023-06-30T06:17:38+00:00"
+            "time": "2023-07-10T04:06:08+00:00"
         },
         {
             "name": "psr/cache",

database/factories/CurrencyFactory.php

@@ -3,6 +3,7 @@
 namespace Database\Factories;
 
 use App\Models\Setting\Currency;
+use Config;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
@@ -17,7 +18,6 @@ class CurrencyFactory extends Factory
      */
     protected $model = Currency::class;
 
-
     /**
      * Define the model's default state.
      *
@@ -25,55 +25,18 @@ class CurrencyFactory extends Factory
      */
     public function definition(): array
     {
-        $currencies = config('money');
-
-        $existingCodes = Currency::query()->pluck('code')->toArray();
-
-        foreach ($existingCodes as $code) {
-            unset($currencies[$code]);
-        }
-
-        $randomCode = $this->faker->randomElement(array_keys($currencies));
-
-        $code = $randomCode;
-
-        $currency = $currencies[$randomCode];
+        $defaultCurrency = Config::get('money.USD');
 
         return [
-            'name' => $currency['name'],
-            'code' => $code,
-            'rate' => $this->faker->randomFloat($currency['precision'], 1, 10),
-            'precision' => $currency['precision'],
-            'symbol' => $currency['symbol'],
-            'symbol_first' => $currency['symbol_first'],
-            'decimal_mark' => $currency['decimal_mark'],
-            'thousands_separator' => $currency['thousands_separator'],
-            'enabled' => $this->faker->boolean,
-            'company_id' => $this->company->id,
+            'name' => $defaultCurrency['name'],
+            'code' => 'USD',
+            'rate' => 1,
+            'precision' => $defaultCurrency['precision'],
+            'symbol' => $defaultCurrency['symbol'],
+            'symbol_first' => $defaultCurrency['symbol_first'],
+            'decimal_mark' => $defaultCurrency['decimal_mark'],
+            'thousands_separator' => $defaultCurrency['thousands_separator'],
+            'enabled' => true,
         ];
     }
-
-    /**
-     * Indicate that the currency is enabled.
-     */
-    public function enabled(): Factory
-    {
-        return $this->state(static function (array $attributes) {
-            return [
-                'enabled' => true,
-            ];
-        });
-    }
-
-    /**
-     * Indicate that the currency is disabled.
-     */
-    public function disabled(): Factory
-    {
-        return $this->state(static function (array $attributes) {
-            return [
-                'enabled' => false,
-            ];
-        });
-    }
 }

database/factories/DefaultSettingFactory.php

@@ -2,10 +2,11 @@
 
 namespace Database\Factories;
 
+use App\Models\Setting\DefaultSetting;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
 /**
- * @extends \Illuminate\Database\Eloquent\Factories\Factory<\App\Models\DefaultSetting>
+ * @extends Factory<DefaultSetting>
  */
 class DefaultSettingFactory extends Factory
 {

database/factories/DiscountFactory.php

@@ -24,8 +24,16 @@ class DiscountFactory extends Factory
      */
     public function definition(): array
     {
+        $startDate = $this->faker->dateTimeBetween('now', '+1 year');
+        $endDate = $this->faker->dateTimeBetween($startDate, strtotime('+1 year'));
+
         return [
-            //
+            'description' => $this->faker->sentence,
+            'rate' => $this->faker->randomFloat(4, 0, 20),
+            'computation' => $this->faker->randomElement(Discount::getComputationTypes()),
+            'scope' => $this->faker->randomElement(Discount::getDiscountScopes()),
+            'start_date' => $startDate,
+            'end_date' => $endDate,
         ];
     }
 }

database/factories/TaxFactory.php

@@ -25,6 +25,7 @@ class TaxFactory extends Factory
     public function definition(): array
     {
         return [
+            'description' => $this->faker->sentence,
             'rate' => $this->faker->randomFloat(4, 0, 20),
             'computation' => $this->faker->randomElement(Tax::getComputationTypes()),
             'scope' => $this->faker->randomElement(Tax::getTaxScopes()),

database/migrations/2023_05_10_040940_create_currencies_table.php

@@ -16,7 +16,7 @@ return new class extends Migration
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->string('name', 100);
             $table->string('code')->index();
-            $table->decimal('rate', 15, 8);
+            $table->double('rate', 15, 8);
             $table->unsignedTinyInteger('precision')->default(2);
             $table->string('symbol')->default('$');
             $table->boolean('symbol_first')->default(true);

database/migrations/2023_05_11_044321_create_accounts_table.php

@@ -18,7 +18,7 @@ return new class extends Migration
             $table->string('name', 100)->index();
             $table->string('number', 20);
             $table->string('currency_code')->default('USD');
-            $table->double('opening_balance', 15, 4)->default(0.00);
+            $table->double('opening_balance', 15, 4)->default(0.0000);
             $table->string('description')->nullable();
             $table->text('notes')->nullable();
             $table->string('status')->default('open');

database/migrations/2023_05_12_042255_create_categories_table.php

@@ -15,7 +15,7 @@ return new class extends Migration
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->string('name')->index();
-            $table->string('type'); // expense, income, item, other
+            $table->string('type');
             $table->string('color');
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();

database/migrations/2023_05_19_042232_create_contacts_table.php

@@ -14,8 +14,8 @@ return new class extends Migration
         Schema::create('contacts', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->onDelete('cascade');
-            $table->string('entity')->default('company'); // company, individual (person)
-            $table->string('type'); // vendor, customer, employee
+            $table->string('entity')->default('individual');
+            $table->string('type');
             $table->string('name');
             $table->string('email')->nullable();
             $table->string('tax_number')->nullable();

database/migrations/2023_05_20_080131_create_taxes_table.php

@@ -16,10 +16,10 @@ return new class extends Migration
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->string('name');
             $table->text('description')->nullable();
-            $table->decimal('rate', 15, 4);
-            $table->string('computation')->default('percentage'); // percentage, fixed, compound, inclusive, withholding
-            $table->string('type')->default('sales'); // sales, purchases
-            $table->string('scope')->nullable(); // product, service, none
+            $table->double('rate', 15, 4);
+            $table->string('computation')->default('percentage');
+            $table->string('type')->default('sales');
+            $table->string('scope')->nullable();
             $table->boolean('enabled')->default(true);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();

database/migrations/2023_05_21_163808_create_discounts_table.php

@@ -16,10 +16,10 @@ return new class extends Migration
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->string('name');
             $table->text('description')->nullable();
-            $table->decimal('rate', 15, 4);
-            $table->string('computation')->default('percentage'); // percentage, fixed
-            $table->string('type')->default('sales'); // sales, purchases
-            $table->string('scope')->nullable(); // product, service, none
+            $table->double('rate', 15, 4);
+            $table->string('computation')->default('percentage');
+            $table->string('type')->default('sales');
+            $table->string('scope')->nullable();
             $table->dateTime('start_date')->nullable();
             $table->dateTime('end_date')->nullable();
             $table->boolean('enabled')->default(true);

database/migrations/2023_05_22_073252_create_items_table.php

@@ -14,14 +14,14 @@ return new class extends Migration
         Schema::create('items', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->string('type'); // product, service
+            $table->string('type');
             $table->string('name');
             $table->string('sku')->unique();
             $table->string('description')->nullable();
-            $table->decimal('sale_price', 15, 4);
-            $table->decimal('purchase_price', 15, 4);
+            $table->double('sale_price', 15, 4);
+            $table->double('purchase_price', 15, 4);
             $table->integer('quantity')->default(1);
-            $table->foreignId('category_id')->default(1)->constrained()->restrictOnDelete();
+            $table->foreignId('category_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
             $table->boolean('enabled')->default(true);

database/migrations/2023_05_23_141215_create_documents_table.php

@@ -14,19 +14,19 @@ return new class extends Migration
         Schema::create('documents', function (Blueprint $table) {
             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
-            $table->string('type'); // invoice, bill
+            $table->string('type');
             $table->string('document_number');
             $table->string('order_number')->nullable();
-            $table->string('status'); // draft, sent, paid, cancelled, approved
+            $table->string('status');
             $table->dateTime('document_date');
             $table->dateTime('due_date');
             $table->dateTime('paid_date')->nullable();
-            $table->decimal('amount', 15, 4);
+            $table->double('amount', 15, 4);
             $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
             $table->string('reference')->nullable();
             $table->string('currency_code')->default('USD');
-            $table->foreignId('category_id')->default(1)->constrained()->restrictOnDelete();
+            $table->foreignId('category_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
             $table->text('notes')->nullable();
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();

database/migrations/2023_05_23_151550_create_document_items_table.php

@@ -19,11 +19,11 @@ return new class extends Migration
             $table->string('type');
             $table->string('name');
             $table->text('description')->nullable();
-            $table->decimal('quantity', 7, 2);
-            $table->decimal('price', 15, 4);
+            $table->double('quantity', 7, 2);
+            $table->double('price', 15, 4);
             $table->foreignId('tax_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('discount_id')->nullable()->constrained()->nullOnDelete();
-            $table->decimal('total', 15, 4);
+            $table->double('total', 15, 4);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();

database/migrations/2023_05_23_173412_create_document_totals_table.php

@@ -18,10 +18,10 @@ return new class extends Migration
             $table->string('type');
             $table->string('code');
             $table->string('name');
-            $table->decimal('subtotal', 15, 4)->default(0);
-            $table->decimal('discount', 15, 4)->default(0);
-            $table->decimal('tax', 15, 4)->default(0);
-            $table->decimal('total', 15, 4);
+            $table->double('subtotal', 15, 4)->default(0);
+            $table->double('discount', 15, 4)->default(0);
+            $table->double('tax', 15, 4)->default(0);
+            $table->double('total', 15, 4);
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();

database/migrations/2023_07_03_054805_create_default_settings_table.php

@@ -18,6 +18,8 @@ return new class extends Migration
             $table->string('currency_code')->default('USD');
             $table->foreignId('sales_tax_id')->constrained('taxes')->restrictOnDelete();
             $table->foreignId('purchase_tax_id')->constrained('taxes')->restrictOnDelete();
+            $table->foreignId('sales_discount_id')->constrained('discounts')->restrictOnDelete();
+            $table->foreignId('purchase_discount_id')->constrained('discounts')->restrictOnDelete();
             $table->foreignId('income_category_id')->constrained('categories')->restrictOnDelete();
             $table->foreignId('expense_category_id')->constrained('categories')->restrictOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();

database/seeders/AccountSeeder.php

@@ -3,7 +3,6 @@
 namespace Database\Seeders;
 
 use App\Models\Banking\Account;
-use Illuminate\Database\Console\Seeds\WithoutModelEvents;
 use Illuminate\Database\Seeder;
 
 class AccountSeeder extends Seeder

database/seeders/CategorySeeder.php

@@ -3,7 +3,6 @@
 namespace Database\Seeders;
 
 use App\Models\Setting\Category;
-use Illuminate\Database\Console\Seeds\WithoutModelEvents;
 use Illuminate\Database\Seeder;
 use Illuminate\Support\Facades\DB;
 

database/seeders/CurrencySeeder.php

@@ -3,8 +3,8 @@
 namespace Database\Seeders;
 
 use App\Models\Setting\Currency;
-use Illuminate\Database\Console\Seeds\WithoutModelEvents;
 use Illuminate\Database\Seeder;
+use Illuminate\Support\Facades\DB;
 
 class CurrencySeeder extends Seeder
 {
@@ -13,8 +13,13 @@ class CurrencySeeder extends Seeder
      */
     public function run(): void
     {
-        Currency::factory()
-            ->count(5)
-            ->create();
+        $companyId = DB::table('companies')->first()->id;
+        $userId = DB::table('users')->first()->id;
+
+        Currency::factory()->create([
+            'company_id' => $companyId,
+            'created_by' => $userId,
+            'updated_by' => $userId,
+        ]);
     }
 }

database/seeders/DatabaseSeeder.php

@@ -0,0 +1,111 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\User;
+use Illuminate\Database\Seeder;
+
+class DatabaseSeeder extends Seeder
+{
+    /**
+     * Seed the application's database.
+     */
+    public function run(): void
+    {
+        $startDate = today()->startOfYear();
+        $endDate = today();
+
+        // Change Company Name to ERPSAAS after Login
+        $firstCompanyOwner = User::factory()
+            ->withPersonalCompany()
+            ->create([
+                'name' => 'Admin',
+                'email' => 'admin@gmail.com',
+                'password' => bcrypt('password'),
+                'current_company_id' => 1,
+                'created_at' => $startDate->copy(),
+            ]);
+
+        $firstCompanyOwner->ownedCompanies->first()->update(['created_at' => $startDate->copy()]);
+
+        // Function to create employees for a company (also creates companies for the employees)
+        $createUsers = static function ($company_id, $userCount, $minPercentage, $maxPercentage) use ($endDate, $startDate) {
+            $users = User::factory($userCount)
+                ->withPersonalCompany()
+                ->create([
+                    'password' => bcrypt('password'),
+                    'current_company_id' => $company_id,
+                ]);
+
+            $dateRange = $endDate->diffInMinutes($startDate);
+            $minOffset = (int) ($dateRange * $minPercentage);
+            $maxOffset = (int) ($dateRange * $maxPercentage);
+
+            for ($i = 0; $i < $userCount; $i++) {
+                $increment = (int) ($minOffset + ($i * ($maxOffset - $minOffset) / $userCount));
+                $userCreatedAt = $startDate->copy()->addMinutes($increment);
+
+                $user = $users[$i];
+
+                // Randomly assign a role to the user
+                $roles = ['editor', 'admin'];
+                $role = $roles[array_rand($roles)];
+
+                $user->companies()->attach($company_id, compact('role'));
+
+                $user->update(['created_at' => $userCreatedAt]);
+                $user->ownedCompanies->first()?->update(['created_at' => $userCreatedAt]);
+
+                // Generate random created_at date for the company_user pivot table (for employees)
+                $user->companies->first()?->users()->updateExistingPivot($user->id, ['created_at' => $userCreatedAt]);
+            }
+        };
+
+        // Users for the first company (excluding the first company owner)
+        $createUsers(1, 10, 0, 0.1);
+
+        // Second company owner
+        $secondCompanyOwner = User::factory()
+            ->withPersonalCompany()
+            ->create([
+                'password' => bcrypt('admin2'),
+                'current_company_id' => 2,
+                'created_at' => $startDate->addMinutes($endDate->diffInMinutes($startDate) * 0.1),
+            ]);
+
+        $secondCompanyOwner->ownedCompanies->first()->update(['created_at' => $startDate->addMinutes($endDate->diffInMinutes($startDate) * 0.1)]);
+
+        // Users for the second company (excluding the second company owner)
+        $createUsers(2, 20, 0.1, 0.2);
+
+        // Third company owner
+        $thirdCompanyOwner = User::factory()
+            ->withPersonalCompany()
+            ->create([
+                'password' => bcrypt('admin3'),
+                'current_company_id' => 3,
+                'created_at' => $startDate->addMinutes($endDate->diffInMinutes($startDate) * 0.2),
+            ]);
+
+        $thirdCompanyOwner->ownedCompanies->first()->update(['created_at' => $startDate->addMinutes($endDate->diffInMinutes($startDate) * 0.2)]);
+
+        // Users for the third company (excluding the third company owner)
+        $createUsers(3, 40, 0.2, 0.3);
+
+        // Create employees for each company (each employee has a company)
+        $createUsers(4, 20, 0.3, 0.4);
+        $createUsers(5, 10, 0.4, 0.5);
+        $createUsers(6, 25, 0.5, 0.6);
+        $createUsers(7, 60, 0.6, 0.7);
+        $createUsers(8, 40, 0.7, 0.8);
+        $createUsers(9, 15, 0.8, 0.9);
+        $createUsers(10, 50, 0.9, 1);
+
+        $this->call([
+            CurrencySeeder::class,
+            CategorySeeder::class,
+            TaxSeeder::class,
+            DiscountSeeder::class,
+        ]);
+    }
+}

database/seeders/DiscountSeeder.php

@@ -0,0 +1,65 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\Setting\Discount;
+use Illuminate\Database\Seeder;
+use Illuminate\Support\Facades\DB;
+
+class DiscountSeeder extends Seeder
+{
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+        $companyId = DB::table('companies')->first()->id;
+        $userId = DB::table('users')->first()->id;
+
+        $salesDiscounts = [
+            '4th of July Sale',
+            'End of Year Sale',
+            'Black Friday Sale',
+            'Cyber Monday Sale',
+            'Christmas Sale',
+        ];
+
+        $purchaseDiscounts = [
+            'Bulk Purchase Bargain',
+            'Early Payment Discount',
+            'First Time Buyer Special',
+            'Recurring Purchase Reward',
+            'Referral Program Discount',
+        ];
+
+        $shuffledDiscounts = [
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'sales'], $salesDiscounts),
+            ...array_map(static fn($name) => ['name' => $name, 'type' => 'purchase'], $purchaseDiscounts)
+        ];
+
+        shuffle($shuffledDiscounts);
+
+        $allDiscounts = $shuffledDiscounts;
+
+        foreach ($allDiscounts as $discount) {
+            Discount::factory()->create([
+                'company_id' => $companyId,
+                'name' => $discount['name'],
+                'type' => $discount['type'],
+                'enabled' => false,
+                'created_by' => $userId,
+                'updated_by' => $userId,
+            ]);
+        }
+
+        Discount::where('type', 'sales')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+
+        Discount::where('type', 'purchase')
+            ->where('company_id', $companyId)
+            ->first()
+            ->update(['enabled' => true]);
+    }
+}

database/seeders/TaxSeeder.php

@@ -32,7 +32,6 @@ class TaxSeeder extends Seeder
             'Environmental Tax',
         ];
 
-        // Merge and shuffle the sales and purchase taxes
         $shuffledTaxes = [
             ...array_map(static fn($name) => ['name' => $name, 'type' => 'sales'], $salesTaxes),
             ...array_map(static fn($name) => ['name' => $name, 'type' => 'purchase'], $purchaseTaxes)
@@ -53,13 +52,11 @@ class TaxSeeder extends Seeder
             ]);
         }
 
-        // Set the first sales tax as enabled
         Tax::where('type', 'sales')
             ->where('company_id', $companyId)
             ->first()
             ->update(['enabled' => true]);
 
-        // Set the first purchase tax as enabled
         Tax::where('type', 'purchase')
             ->where('company_id', $companyId)
             ->first()