wip

app/Filament/Forms/Components/DocumentHeaderSection.php

@@ -2,6 +2,7 @@
 
 namespace App\Filament\Forms\Components;
 
+use App\DTO\CompanyDTO;
 use Closure;
 use Filament\Forms\Components\FileUpload;
 use Filament\Forms\Components\Group;
@@ -73,12 +74,7 @@ class DocumentHeaderSection extends Section
                         ->default(fn () => $this->getDefaultSubheader()),
                     View::make('filament.forms.components.company-info')
                         ->viewData([
-                            'company_name' => $company->name,
-                            'company_address' => $company->profile->address,
-                            'company_city' => $company->profile->city?->name,
-                            'company_state' => $company->profile->state?->name,
-                            'company_zip' => $company->profile->zip_code,
-                            'company_country' => $company->profile->state?->country->name,
+                            'companyDTO' => CompanyDTO::fromModel($company),
                         ]),
                 ])->grow(true),
             ])->from('md'),

app/Listeners/CreateConnectedAccount.php

@@ -35,7 +35,7 @@ class CreateConnectedAccount
 
         $authResponse = $this->plaidService->getAccounts($accessToken);
 
-        $institutionResponse = $this->plaidService->getInstitution($authResponse->item->institution_id, $company->profile->country);
+        $institutionResponse = $this->plaidService->getInstitution($authResponse->item->institution_id, $company->profile?->address?->country_code);
 
         $this->processInstitution($authResponse, $institutionResponse, $company, $accessToken);
     }

app/Listeners/HandleTransactionImport.php

@@ -47,6 +47,6 @@ class HandleTransactionImport
             $bankAccount,
             $connectedBankAccount,
             $startDate,
-        )->onQueue('transactions');
+        );
     }
 }

app/Livewire/Company/Service/ConnectedAccount/ListInstitutions.php

@@ -245,7 +245,7 @@ class ListInstitutions extends Component implements HasActions, HasForms
             $company = $this->user->currentCompany;
 
             $companyLanguage = $company->locale->language ?? 'en';
-            $companyCountry = $company->profile->country ?? 'US';
+            $companyCountry = $company->profile?->address?->country_code ?? 'US';
 
             $plaidUser = $this->plaidService->createPlaidUser($company);
 

app/Services/PlaidService.php

@@ -157,7 +157,7 @@ class PlaidService
         return 'en';
     }
 
-    public function getCountry(string $country): string
+    public function getCountry(?string $country = null): string
     {
         if (in_array($country, $this->plaidSupportedCountries, true)) {
             return $country;

app/Services/TransactionService.php

@@ -45,7 +45,9 @@ class TransactionService
     public function createStartingBalanceTransaction(Company $company, Account $account, BankAccount $bankAccount, float $startingBalance, string $startDate): void
     {
         $transactionType = $startingBalance >= 0 ? TransactionType::Deposit : TransactionType::Withdrawal;
-        $chartAccount = $account->where('category', AccountCategory::Equity)->where('name', 'Owner\'s Equity')->first();
+        $accountName = $startingBalance >= 0 ? "Owner's Investment" : "Owner's Drawings";
+        $chartAccount = $account->where('category', AccountCategory::Equity)->where('name', $accountName)->first();
+
         $postedAt = Carbon::parse($startDate)->subDay()->toDateTimeString();
 
         Transaction::create([

resources/views/filament/forms/components/company-info.blade.php

@@ -1,8 +1,6 @@
 <div class="text-xs text-right">
-    <h2 class="text-base font-semibold">{{ $company_name }}</h2>
-    @if($company_address && $company_city && $company_state && $company_zip)
-        <p>{{ $company_address }}</p>
-        <p>{{ $company_city }}, {{ $company_state }} {{ $company_zip }}</p>
-        <p>{{ $company_country }}</p>
+    <h2 class="text-base font-semibold">{{ $companyDTO->name }}</h2>
+    @if($formattedAddress = $companyDTO->getFormattedAddressHtml())
+        {!! $formattedAddress !!}
     @endif
 </div>