Merge pull request #85 from andrewdwallo/development-3.x

Add Bills and Invoices Management with Full Accounting Integration

app/Casts/DocumentMoneyCast.php

+<?php
+
+namespace App\Casts;
+
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Illuminate\Contracts\Database\Eloquent\CastsAttributes;
+use Illuminate\Database\Eloquent\Model;
+use UnexpectedValueException;
+
+class DocumentMoneyCast implements CastsAttributes
+{
+    /**
+     * Cast the given value.
+     *
+     * @param  array<string, mixed>  $attributes
+     */
+    public function get(Model $model, string $key, mixed $value, array $attributes): mixed
+    {
+        $currency_code = $attributes['currency_code'] ?? CurrencyAccessor::getDefaultCurrency();
+
+        if ($value !== null) {
+            return CurrencyConverter::convertCentsToFloat($value, $currency_code);
+        }
+
+        return 0.0;
+    }
+
+    /**
+     * Prepare the given value for storage.
+     *
+     * @param  array<string, mixed>  $attributes
+     */
+    public function set(Model $model, string $key, mixed $value, array $attributes): mixed
+    {
+        $currency_code = $attributes['currency_code'] ?? CurrencyAccessor::getDefaultCurrency();
+
+        if (is_numeric($value)) {
+            $value = (string) $value;
+        } elseif (! is_string($value)) {
+            throw new UnexpectedValueException('Expected string or numeric value for money cast');
+        }
+
+        return CurrencyConverter::prepareForAccessor($value, $currency_code);
+    }
+}

app/Collections/Accounting/InvoiceCollection.php

+<?php
+
+namespace App\Collections\Accounting;
+
+use App\Models\Accounting\Invoice;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Illuminate\Database\Eloquent\Collection;
+
+class InvoiceCollection extends Collection
+{
+    public function sumMoneyInCents(string $column): int
+    {
+        return $this->reduce(static function ($carry, Invoice $invoice) use ($column) {
+            return $carry + $invoice->getRawOriginal($column);
+        }, 0);
+    }
+
+    public function sumMoneyFormattedSimple(string $column, ?string $currency = null): string
+    {
+        $currency ??= CurrencyAccessor::getDefaultCurrency();
+
+        $totalCents = $this->sumMoneyInCents($column);
+
+        return CurrencyConverter::convertCentsToFormatSimple($totalCents, $currency);
+    }
+
+    public function sumMoneyFormatted(string $column, ?string $currency = null): string
+    {
+        $currency ??= CurrencyAccessor::getDefaultCurrency();
+
+        $totalCents = $this->sumMoneyInCents($column);
+
+        return CurrencyConverter::formatCentsToMoney($totalCents, $currency);
+    }
+}

app/Concerns/RedirectToListPage.php

+<?php
+
+namespace App\Concerns;
+
+trait RedirectToListPage
+{
+    protected function getRedirectUrl(): string
+    {
+        return $this->getResource()::getUrl('index');
+    }
+}

app/Console/Commands/UpdateOverdueInvoices.php

+<?php
+
+namespace App\Console\Commands;
+
+use App\Jobs\ProcessOverdueInvoices;
+use Illuminate\Console\Command;
+
+class UpdateOverdueInvoices extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'app:update-overdue-invoices';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Check and mark overdue invoices as overdue';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): void
+    {
+        ProcessOverdueInvoices::dispatch();
+    }
+}

app/Contracts/HasSummaryReport.php

     public function getSummaryCategories(): array;
 
     public function getSummaryOverallTotals(): array;
+
+    public function getSummaryPdfView(): string;
 }

app/DTO/AccountTransactionDTO.php

         public string $credit,
         public string $balance,
         public ?TransactionType $type,
-        public ?string $tableAction,
+        public ?array $tableAction,
     ) {}
 }

app/Enums/Accounting/AdjustmentCategory.php

+<?php
+
+namespace App\Enums\Accounting;
+
+use App\Enums\Concerns\ParsesEnum;
+use Filament\Support\Contracts\HasLabel;
+
+enum AdjustmentCategory: string implements HasLabel
+{
+    use ParsesEnum;
+
+    case Tax = 'tax';
+    case Discount = 'discount';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function isTax(): bool
+    {
+        return $this === self::Tax;
+    }
+
+    public function isDiscount(): bool
+    {
+        return $this === self::Discount;
+    }
+}

app/Enums/Setting/DiscountComputation.php → app/Enums/Accounting/AdjustmentComputation.php

 <?php
 
-namespace App\Enums\Setting;
+namespace App\Enums\Accounting;
 
 use Filament\Support\Contracts\HasLabel;
 
-enum DiscountComputation: string implements HasLabel
+enum AdjustmentComputation: string implements HasLabel
 {
     case Percentage = 'percentage';
     case Fixed = 'fixed';
 
-    public const DEFAULT = self::Percentage->value;
-
     public function getLabel(): ?string
     {
         return translate($this->name);

app/Enums/Setting/TaxScope.php → app/Enums/Accounting/AdjustmentScope.php

 <?php
 
-namespace App\Enums\Setting;
+namespace App\Enums\Accounting;
 
-use Filament\Support\Contracts\HasLabel;
-
-enum TaxScope: string implements HasLabel
+enum AdjustmentScope: string
 {
     case Product = 'product';
     case Service = 'service';

app/Enums/Setting/DiscountType.php → app/Enums/Accounting/AdjustmentType.php

 <?php
 
-namespace App\Enums\Setting;
+namespace App\Enums\Accounting;
 
+use App\Enums\Concerns\ParsesEnum;
 use Filament\Support\Contracts\HasColor;
 use Filament\Support\Contracts\HasIcon;
 use Filament\Support\Contracts\HasLabel;
 
-enum DiscountType: string implements HasColor, HasIcon, HasLabel
+enum AdjustmentType: string implements HasColor, HasIcon, HasLabel
 {
+    use ParsesEnum;
+
     case Sales = 'sales';
     case Purchase = 'purchase';
-    case None = 'none';
-
-    public const DEFAULT = self::Sales->value;
 
     public function getLabel(): ?string
     {
         return match ($this) {
             self::Sales => 'success',
             self::Purchase => 'warning',
-            self::None => 'gray',
         };
     }
 
         return match ($this) {
             self::Sales => 'heroicon-o-currency-dollar',
             self::Purchase => 'heroicon-o-shopping-bag',
-            self::None => 'heroicon-o-x-circle',
         };
     }
+
+    public function isSales(): bool
+    {
+        return $this === self::Sales;
+    }
+
+    public function isPurchase(): bool
+    {
+        return $this === self::Purchase;
+    }
 }

app/Enums/Accounting/BillStatus.php

+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasColor;
+use Filament\Support\Contracts\HasLabel;
+
+enum BillStatus: string implements HasColor, HasLabel
+{
+    case Overdue = 'overdue';
+    case Partial = 'partial';
+    case Paid = 'paid';
+    case Unpaid = 'unpaid';
+    case Void = 'void';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getColor(): string | array | null
+    {
+        return match ($this) {
+            self::Overdue => 'danger',
+            self::Partial, self::Unpaid => 'warning',
+            self::Paid => 'success',
+            self::Void => 'gray',
+        };
+    }
+
+    public static function canBeOverdue(): array
+    {
+        return [
+            self::Partial,
+            self::Unpaid,
+        ];
+    }
+}

app/Enums/Accounting/InvoiceStatus.php

+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasColor;
+use Filament\Support\Contracts\HasLabel;
+
+enum InvoiceStatus: string implements HasColor, HasLabel
+{
+    case Draft = 'draft';
+    case Unsent = 'unsent';
+    case Sent = 'sent';
+
+    case Partial = 'partial';
+
+    case Paid = 'paid';
+
+    case Overdue = 'overdue';
+
+    case Overpaid = 'overpaid';
+
+    case Void = 'void';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getColor(): string | array | null
+    {
+        return match ($this) {
+            self::Draft, self::Unsent, self::Void => 'gray',
+            self::Sent => 'primary',
+            self::Partial => 'warning',
+            self::Paid, self::Overpaid => 'success',
+            self::Overdue => 'danger',
+        };
+    }
+
+    public static function canBeOverdue(): array
+    {
+        return [
+            self::Partial,
+            self::Sent,
+            self::Unsent,
+        ];
+    }
+}

app/Enums/Accounting/PaymentMethod.php

+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum PaymentMethod: string implements HasLabel
+{
+    case BankPayment = 'bank_payment';
+    case Cash = 'cash';
+    case Check = 'check';
+    case CreditCard = 'credit_card';
+    case PayPal = 'paypal';
+    case Other = 'other';
+
+    public function getLabel(): ?string
+    {
+        return match ($this) {
+            self::BankPayment => 'Bank Payment',
+            self::Cash => 'Cash',
+            self::Check => 'Check',
+            self::CreditCard => 'Credit Card',
+            self::PayPal => 'PayPal',
+            self::Other => 'Other',
+        };
+    }
+}

app/Enums/Common/AddressType.php

+<?php
+
+namespace App\Enums\Common;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum AddressType: string implements HasLabel
+{
+    case General = 'general';
+    case Billing = 'billing';
+    case Shipping = 'shipping';
+
+    public function getLabel(): string
+    {
+        return $this->name;
+    }
+}

app/Enums/Common/ContractorType.php

+<?php
+
+namespace App\Enums\Common;
+
+use App\Enums\Concerns\ParsesEnum;
+use Filament\Support\Contracts\HasLabel;
+
+enum ContractorType: string implements HasLabel
+{
+    use ParsesEnum;
+
+    case Individual = 'individual';
+    case Business = 'business';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+}

app/Enums/Common/OfferingType.php

+<?php
+
+namespace App\Enums\Common;
+
+use Filament\Support\Contracts\HasLabel;
+use JaOcero\RadioDeck\Contracts\HasIcons;
+
+enum OfferingType: string implements HasIcons, HasLabel
+{
+    case Product = 'product';
+    case Service = 'service';
+
+    public function getLabel(): string
+    {
+        return $this->name;
+    }
+
+    public function getIcons(): ?string
+    {
+        return match ($this) {
+            self::Product => 'heroicon-o-cube-transparent',
+            self::Service => 'heroicon-o-briefcase',
+        };
+    }
+}

app/Enums/Common/VendorType.php

+<?php
+
+namespace App\Enums\Common;
+
+use App\Enums\Concerns\ParsesEnum;
+use Filament\Support\Contracts\HasDescription;
+use Filament\Support\Contracts\HasLabel;
+
+enum VendorType: string implements HasDescription, HasLabel
+{
+    use ParsesEnum;
+
+    case Regular = 'regular';
+    case Contractor = 'contractor';
+
+    public function getLabel(): ?string
+    {
+        return match ($this) {
+            self::Regular => 'Regular',
+            self::Contractor => '1099-NEC Contractor',
+        };
+    }
+
+    public function getDescription(): ?string
+    {
+        return match ($this) {
+            self::Regular => 'Vendors who supply goods or services to your business, such as office supplies, utilities, or equipment.',
+            self::Contractor => 'Independent contractors providing services to your business, typically requiring 1099-NEC reporting for tax purposes.',
+        };
+    }
+}

app/Enums/Concerns/ParsesEnum.php

 
 trait ParsesEnum
 {
-    public static function parse(string | self $value): self
+    public static function parse(string | self | null $value): ?self
     {
+        if ($value === null) {
+            return null;
+        }
+
         if ($value instanceof self) {
             return $value;
         }

app/Enums/Setting/DiscountScope.php

-<?php
-
-namespace App\Enums\Setting;
-
-use Filament\Support\Contracts\HasLabel;
-
-enum DiscountScope: string implements HasLabel
-{
-    case Product = 'product';
-    case Service = 'service';
-
-    public function getLabel(): ?string
-    {
-        return translate($this->name);
-    }
-}

app/Enums/Setting/TaxComputation.php

-<?php
-
-namespace App\Enums\Setting;
-
-use Filament\Support\Contracts\HasLabel;
-
-enum TaxComputation: string implements HasLabel
-{
-    case Fixed = 'fixed';
-    case Percentage = 'percentage';
-    case Compound = 'compound';
-
-    public const DEFAULT = self::Percentage->value;
-
-    public function getLabel(): ?string
-    {
-        return translate($this->name);
-    }
-}

app/Enums/Setting/TaxType.php

-<?php
-
-namespace App\Enums\Setting;
-
-use Filament\Support\Contracts\HasColor;
-use Filament\Support\Contracts\HasIcon;
-use Filament\Support\Contracts\HasLabel;
-
-enum TaxType: string implements HasColor, HasIcon, HasLabel
-{
-    case Sales = 'sales';
-    case Purchase = 'purchase';
-    case None = 'none';
-
-    public const DEFAULT = self::Sales->value;
-
-    public function getLabel(): ?string
-    {
-        return translate($this->name);
-    }
-
-    public function getColor(): string | array | null
-    {
-        return match ($this) {
-            self::Sales => 'success',
-            self::Purchase => 'warning',
-            self::None => 'gray',
-        };
-    }
-
-    public function getIcon(): ?string
-    {
-        return match ($this) {
-            self::Sales => 'heroicon-o-currency-dollar',
-            self::Purchase => 'heroicon-o-shopping-bag',
-            self::None => 'heroicon-o-x-circle',
-        };
-    }
-}

app/Filament/Company/Clusters/Settings/Pages/Appearance.php

 
 use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
 use App\Filament\Company\Clusters\Settings;
 use App\Models\Setting\Appearance as AppearanceModel;
+use App\Services\CompanySettingsService;
 use Filament\Actions\Action;
 use Filament\Actions\ActionGroup;
 use Filament\Forms\Components\Component;
         return $form
             ->schema([
                 $this->getGeneralSection(),
-                $this->getDataPresentationSection(),
             ])
             ->model($this->record)
             ->statePath('data')
             ])->columns();
     }
 
-    protected function getDataPresentationSection(): Component
-    {
-        return Section::make('Data Presentation')
-            ->schema([
-                Select::make('table_sort_direction')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->options(TableSortDirection::class),
-                Select::make('records_per_page')
-                    ->softRequired()
-                    ->localizeLabel()
-                    ->options(RecordsPerPage::class),
-            ])->columns();
-    }
-
     protected function handleRecordUpdate(AppearanceModel $record, array $data): AppearanceModel
     {
         $record->fill($data);
         ];
 
         if ($record->isDirty($keysToWatch)) {
+            CompanySettingsService::invalidateSettings($record->company_id);
             $this->dispatch('appearanceUpdated');
         }
 

app/Filament/Company/Clusters/Settings/Pages/CompanyDefault.php

         return $form
             ->schema([
                 $this->getGeneralSection(),
-                $this->getModifiersSection(),
+                // $this->getModifiersSection(),
             ])
             ->model($this->record)
             ->statePath('data')

app/Filament/Company/Clusters/Settings/Pages/Localization.php

 use App\Filament\Company\Clusters\Settings;
 use App\Models\Setting\CompanyProfile as CompanyProfileModel;
 use App\Models\Setting\Localization as LocalizationModel;
+use App\Services\CompanySettingsService;
 use App\Utilities\Localization\Timezone;
 use Filament\Actions\Action;
 use Filament\Actions\ActionGroup;
         ];
 
         if ($record->isDirty($keysToWatch)) {
+            CompanySettingsService::invalidateSettings($record->company_id);
             $this->dispatch('localizationUpdated');
         }
 

app/Filament/Company/Clusters/Settings/Resources/AdjustmentResource.php

+<?php
+
+namespace App\Filament\Company\Clusters\Settings\Resources;
+
+use App\Enums\Accounting\AdjustmentCategory;
+use App\Enums\Accounting\AdjustmentComputation;
+use App\Enums\Accounting\AdjustmentScope;
+use App\Enums\Accounting\AdjustmentType;
+use App\Filament\Company\Clusters\Settings;
+use App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource\Pages;
+use App\Models\Accounting\Adjustment;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Wallo\FilamentSelectify\Components\ToggleButton;
+
+class AdjustmentResource extends Resource
+{
+    protected static ?string $model = Adjustment::class;
+
+    protected static ?string $cluster = Settings::class;
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        Forms\Components\TextInput::make('name')
+                            ->autofocus()
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\Textarea::make('description')
+                            ->label('Description')
+                            ->autosize(),
+                    ]),
+                Forms\Components\Section::make('Configuration')
+                    ->schema([
+                        Forms\Components\Select::make('category')
+                            ->localizeLabel()
+                            ->options(AdjustmentCategory::class)
+                            ->default(AdjustmentCategory::Tax)
+                            ->live()
+                            ->required(),
+                        Forms\Components\Select::make('type')
+                            ->localizeLabel()
+                            ->options(AdjustmentType::class)
+                            ->default(AdjustmentType::Sales)
+                            ->live()
+                            ->required(),
+                        ToggleButton::make('recoverable')
+                            ->label('Recoverable')
+                            ->default(false)
+                            ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category')) === AdjustmentCategory::Tax && AdjustmentType::parse($get('type')) === AdjustmentType::Purchase),
+                    ])
+                    ->columns()
+                    ->visibleOn('create'),
+                Forms\Components\Section::make('Adjustment Details')
+                    ->schema([
+                        Forms\Components\Select::make('computation')
+                            ->localizeLabel()
+                            ->options(AdjustmentComputation::class)
+                            ->default(AdjustmentComputation::Percentage)
+                            ->live()
+                            ->required(),
+                        Forms\Components\TextInput::make('rate')
+                            ->localizeLabel()
+                            ->rate(static fn (Forms\Get $get) => $get('computation'))
+                            ->required(),
+                        Forms\Components\Select::make('scope')
+                            ->localizeLabel()
+                            ->options(AdjustmentScope::class),
+                    ])
+                    ->columns(),
+                Forms\Components\Section::make('Dates')
+                    ->schema([
+                        Forms\Components\DateTimePicker::make('start_date'),
+                        Forms\Components\DateTimePicker::make('end_date'),
+                    ])
+                    ->columns()
+                    ->visible(fn (Forms\Get $get) => AdjustmentCategory::parse($get('category')) === AdjustmentCategory::Discount),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->label('Name')
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('category')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('type')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('rate')
+                    ->localizeLabel()
+                    ->rate(static fn (Adjustment $record) => $record->computation->value)
+                    ->searchable()
+                    ->sortable(),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                //
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListAdjustments::route('/'),
+            'create' => Pages\CreateAdjustment::route('/create'),
+            'edit' => Pages\EditAdjustment::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Company/Clusters/Settings/Resources/AdjustmentResource/Pages/CreateAdjustment.php

+<?php
+
+namespace App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource\Pages;
+
+use App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource;
+use Filament\Resources\Pages\CreateRecord;
+
+class CreateAdjustment extends CreateRecord
+{
+    protected static string $resource = AdjustmentResource::class;
+}

app/Filament/Company/Clusters/Settings/Resources/AdjustmentResource/Pages/EditAdjustment.php

+<?php
+
+namespace App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource\Pages;
+
+use App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource;
+use Filament\Resources\Pages\EditRecord;
+
+class EditAdjustment extends EditRecord
+{
+    protected static string $resource = AdjustmentResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            //
+        ];
+    }
+}

app/Filament/Company/Clusters/Settings/Resources/DiscountResource/Pages/ListDiscounts.php → app/Filament/Company/Clusters/Settings/Resources/AdjustmentResource/Pages/ListAdjustments.php

 <?php
 
-namespace App\Filament\Company\Clusters\Settings\Resources\DiscountResource\Pages;
+namespace App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource\Pages;
 
-use App\Filament\Company\Clusters\Settings\Resources\DiscountResource;
+use App\Filament\Company\Clusters\Settings\Resources\AdjustmentResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
 use Filament\Support\Enums\MaxWidth;
 
-class ListDiscounts extends ListRecords
+class ListAdjustments extends ListRecords
 {
-    protected static string $resource = DiscountResource::class;
+    protected static string $resource = AdjustmentResource::class;
 
     protected function getHeaderActions(): array
     {

app/Filament/Company/Clusters/Settings/Resources/DiscountResource.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources;
-
-use App\Concerns\NotifiesOnDelete;
-use App\Enums\Setting\DateFormat;
-use App\Enums\Setting\DiscountComputation;
-use App\Enums\Setting\DiscountScope;
-use App\Enums\Setting\DiscountType;
-use App\Enums\Setting\TimeFormat;
-use App\Filament\Company\Clusters\Settings;
-use App\Filament\Company\Clusters\Settings\Resources\DiscountResource\Pages;
-use App\Models\Setting\Discount;
-use App\Models\Setting\Localization;
-use Closure;
-use Filament\Forms;
-use Filament\Forms\Form;
-use Filament\Resources\Resource;
-use Filament\Support\Enums\FontWeight;
-use Filament\Tables;
-use Filament\Tables\Table;
-use Wallo\FilamentSelectify\Components\ToggleButton;
-
-class DiscountResource extends Resource
-{
-    use NotifiesOnDelete;
-
-    protected static ?string $model = Discount::class;
-
-    protected static ?string $modelLabel = 'Discount';
-
-    protected static ?string $cluster = Settings::class;
-
-    public static function getModelLabel(): string
-    {
-        $modelLabel = static::$modelLabel;
-
-        return translate($modelLabel);
-    }
-
-    public static function form(Form $form): Form
-    {
-        return $form
-            ->schema([
-                Forms\Components\Section::make('General')
-                    ->schema([
-                        Forms\Components\TextInput::make('name')
-                            ->autofocus()
-                            ->required()
-                            ->localizeLabel()
-                            ->maxLength(255)
-                            ->rule(static function (Forms\Get $get, Forms\Components\Component $component): Closure {
-                                return static function (string $attribute, $value, Closure $fail) use ($component, $get) {
-                                    $existingDiscount = Discount::where('name', $value)
-                                        ->whereKeyNot($component->getRecord()?->getKey())
-                                        ->where('type', $get('type'))
-                                        ->first();
-
-                                    if ($existingDiscount) {
-                                        $message = translate('The :Type :record ":name" already exists.', [
-                                            'Type' => $existingDiscount->type->getLabel(),
-                                            'record' => strtolower(static::getModelLabel()),
-                                            'name' => $value,
-                                        ]);
-
-                                        $fail($message);
-                                    }
-                                };
-                            }),
-                        Forms\Components\TextInput::make('description')
-                            ->localizeLabel(),
-                        Forms\Components\Select::make('computation')
-                            ->localizeLabel()
-                            ->options(DiscountComputation::class)
-                            ->default(DiscountComputation::Percentage)
-                            ->live()
-                            ->required(),
-                        Forms\Components\TextInput::make('rate')
-                            ->localizeLabel()
-                            ->rate(static fn (Forms\Get $get) => $get('computation'))
-                            ->required(),
-                        Forms\Components\Select::make('type')
-                            ->localizeLabel()
-                            ->options(DiscountType::class)
-                            ->default(DiscountType::Sales)
-                            ->required(),
-                        Forms\Components\Select::make('scope')
-                            ->localizeLabel()
-                            ->options(DiscountScope::class)
-                            ->nullable(),
-                        Forms\Components\DateTimePicker::make('start_date')
-                            ->localizeLabel()
-                            ->beforeOrEqual('end_date')
-                            ->seconds(false)
-                            ->disabled(static fn (string $operation, ?Discount $record = null) => $operation === 'edit' && $record?->start_date?->isPast() ?? false)
-                            ->helperText(static fn (Forms\Components\DateTimePicker $component) => $component->isDisabled() ? 'Start date cannot be changed after the discount has begun.' : null),
-                        Forms\Components\DateTimePicker::make('end_date')
-                            ->localizeLabel()
-                            ->afterOrEqual('start_date')
-                            ->seconds(false),
-                        ToggleButton::make('enabled')
-                            ->localizeLabel('Default')
-                            ->onLabel(Discount::enabledLabel())
-                            ->offLabel(Discount::disabledLabel()),
-                    ])->columns(),
-            ]);
-    }
-
-    public static function table(Table $table): Table
-    {
-        return $table
-            ->columns([
-                Tables\Columns\TextColumn::make('name')
-                    ->localizeLabel()
-                    ->weight(FontWeight::Medium)
-                    ->icon(static fn (Discount $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null)
-                    ->tooltip(static function (Discount $record) {
-                        if ($record->isDisabled()) {
-                            return null;
-                        }
-
-                        return translate('Default :Type :Record', [
-                            'Type' => $record->type->getLabel(),
-                            'Record' => static::getModelLabel(),
-                        ]);
-                    })
-                    ->iconPosition('after')
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('rate')
-                    ->localizeLabel()
-                    ->rate(static fn (Discount $record) => $record->computation->value)
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('type')
-                    ->localizeLabel()
-                    ->badge()
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('start_date')
-                    ->localizeLabel()
-                    ->formatStateUsing(static function (Discount $record) {
-                        $dateFormat = Localization::firstOrFail()->date_format->value ?? DateFormat::DEFAULT;
-                        $timeFormat = Localization::firstOrFail()->time_format->value ?? TimeFormat::DEFAULT;
-
-                        return $record->start_date ? $record->start_date->format("{$dateFormat} {$timeFormat}") : 'N/A';
-                    })
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('end_date')
-                    ->localizeLabel()
-                    ->formatStateUsing(static function (Discount $record) {
-                        $dateFormat = Localization::firstOrFail()->date_format->value ?? DateFormat::DEFAULT;
-                        $timeFormat = Localization::firstOrFail()->time_format->value ?? TimeFormat::DEFAULT;
-
-                        return $record->end_date ? $record->end_date->format("{$dateFormat} {$timeFormat}") : 'N/A';
-                    })
-                    ->color(static fn (Discount $record) => $record->end_date?->isPast() ? 'danger' : null)
-                    ->searchable()
-                    ->sortable(),
-            ])
-            ->filters([
-                //
-            ])
-            ->actions([
-                Tables\Actions\EditAction::make(),
-            ])
-            ->bulkActions([
-                Tables\Actions\BulkActionGroup::make([
-                    Tables\Actions\DeleteBulkAction::make(),
-                ]),
-            ])
-            ->checkIfRecordIsSelectableUsing(static function (Discount $record) {
-                return $record->isDisabled();
-            })
-            ->emptyStateActions([
-                Tables\Actions\CreateAction::make(),
-            ]);
-    }
-
-    public static function getPages(): array
-    {
-        return [
-            'index' => Pages\ListDiscounts::route('/'),
-            'create' => Pages\CreateDiscount::route('/create'),
-            'edit' => Pages\EditDiscount::route('/{record}/edit'),
-        ];
-    }
-}

app/Filament/Company/Clusters/Settings/Resources/DiscountResource/Pages/CreateDiscount.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources\DiscountResource\Pages;
-
-use App\Filament\Company\Clusters\Settings\Resources\DiscountResource;
-use Filament\Resources\Pages\CreateRecord;
-
-class CreateDiscount extends CreateRecord
-{
-    protected static string $resource = DiscountResource::class;
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->getResource()::getUrl('index');
-    }
-}

app/Filament/Company/Clusters/Settings/Resources/DiscountResource/Pages/EditDiscount.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources\DiscountResource\Pages;
-
-use App\Filament\Company\Clusters\Settings\Resources\DiscountResource;
-use Filament\Actions;
-use Filament\Resources\Pages\EditRecord;
-
-class EditDiscount extends EditRecord
-{
-    protected static string $resource = DiscountResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\DeleteAction::make(),
-        ];
-    }
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->getResource()::getUrl('index');
-    }
-}

app/Filament/Company/Clusters/Settings/Resources/TaxResource.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources;
-
-use App\Concerns\NotifiesOnDelete;
-use App\Enums\Setting\TaxComputation;
-use App\Enums\Setting\TaxScope;
-use App\Enums\Setting\TaxType;
-use App\Filament\Company\Clusters\Settings;
-use App\Filament\Company\Clusters\Settings\Resources\TaxResource\Pages;
-use App\Models\Setting\Tax;
-use Closure;
-use Filament\Forms;
-use Filament\Forms\Form;
-use Filament\Resources\Resource;
-use Filament\Support\Enums\FontWeight;
-use Filament\Tables;
-use Filament\Tables\Table;
-use Wallo\FilamentSelectify\Components\ToggleButton;
-
-class TaxResource extends Resource
-{
-    use NotifiesOnDelete;
-
-    protected static ?string $model = Tax::class;
-
-    protected static ?string $modelLabel = 'Tax';
-
-    protected static ?string $cluster = Settings::class;
-
-    public static function getModelLabel(): string
-    {
-        $modelLabel = static::$modelLabel;
-
-        return translate($modelLabel);
-    }
-
-    public static function form(Form $form): Form
-    {
-        return $form
-            ->schema([
-                Forms\Components\Section::make('General')
-                    ->schema([
-                        Forms\Components\TextInput::make('name')
-                            ->autofocus()
-                            ->required()
-                            ->localizeLabel()
-                            ->maxLength(255)
-                            ->rule(static function (Forms\Get $get, Forms\Components\Component $component): Closure {
-                                return static function (string $attribute, $value, Closure $fail) use ($component, $get) {
-                                    $existingTax = Tax::where('name', $value)
-                                        ->whereKeyNot($component->getRecord()?->getKey())
-                                        ->where('type', $get('type'))
-                                        ->first();
-
-                                    if ($existingTax) {
-                                        $message = translate('The :Type :record ":name" already exists.', [
-                                            'Type' => $existingTax->type->getLabel(),
-                                            'record' => strtolower(static::getModelLabel()),
-                                            'name' => $value,
-                                        ]);
-
-                                        $fail($message);
-                                    }
-                                };
-                            }),
-                        Forms\Components\TextInput::make('description'),
-                        Forms\Components\Select::make('computation')
-                            ->localizeLabel()
-                            ->options(TaxComputation::class)
-                            ->default(TaxComputation::Percentage)
-                            ->live()
-                            ->required(),
-                        Forms\Components\TextInput::make('rate')
-                            ->localizeLabel()
-                            ->rate(static fn (Forms\Get $get) => $get('computation'))
-                            ->required(),
-                        Forms\Components\Select::make('type')
-                            ->localizeLabel()
-                            ->options(TaxType::class)
-                            ->default(TaxType::Sales)
-                            ->required(),
-                        Forms\Components\Select::make('scope')
-                            ->localizeLabel()
-                            ->options(TaxScope::class),
-                        ToggleButton::make('enabled')
-                            ->localizeLabel('Default')
-                            ->onLabel(Tax::enabledLabel())
-                            ->offLabel(Tax::disabledLabel()),
-                    ])->columns(),
-            ]);
-    }
-
-    public static function table(Table $table): Table
-    {
-        return $table
-            ->columns([
-                Tables\Columns\TextColumn::make('name')
-                    ->localizeLabel()
-                    ->weight(FontWeight::Medium)
-                    ->icon(static fn (Tax $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null)
-                    ->tooltip(static function (Tax $record) {
-                        if ($record->isDisabled()) {
-                            return null;
-                        }
-
-                        return translate('Default :Type :Record', [
-                            'Type' => $record->type->getLabel(),
-                            'Record' => static::getModelLabel(),
-                        ]);
-                    })
-                    ->iconPosition('after')
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('computation')
-                    ->localizeLabel()
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('rate')
-                    ->localizeLabel()
-                    ->rate(static fn (Tax $record) => $record->computation->value)
-                    ->searchable()
-                    ->sortable(),
-                Tables\Columns\TextColumn::make('type')
-                    ->localizeLabel()
-                    ->badge()
-                    ->searchable()
-                    ->sortable(),
-            ])
-            ->filters([
-                //
-            ])
-            ->actions([
-                Tables\Actions\EditAction::make(),
-                Tables\Actions\DeleteAction::make(),
-            ])
-            ->bulkActions([
-                Tables\Actions\BulkActionGroup::make([
-                    Tables\Actions\DeleteBulkAction::make(),
-                ]),
-            ])
-            ->checkIfRecordIsSelectableUsing(static function (Tax $record) {
-                return $record->isDisabled();
-            })
-            ->emptyStateActions([
-                Tables\Actions\CreateAction::make(),
-            ]);
-    }
-
-    public static function getPages(): array
-    {
-        return [
-            'index' => Pages\ListTaxes::route('/'),
-            'create' => Pages\CreateTax::route('/create'),
-            'edit' => Pages\EditTax::route('/{record}/edit'),
-        ];
-    }
-}

app/Filament/Company/Clusters/Settings/Resources/TaxResource/Pages/CreateTax.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources\TaxResource\Pages;
-
-use App\Filament\Company\Clusters\Settings\Resources\TaxResource;
-use Filament\Resources\Pages\CreateRecord;
-
-class CreateTax extends CreateRecord
-{
-    protected static string $resource = TaxResource::class;
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->getResource()::getUrl('index');
-    }
-}

app/Filament/Company/Clusters/Settings/Resources/TaxResource/Pages/EditTax.php

-<?php
-
-namespace App\Filament\Company\Clusters\Settings\Resources\TaxResource\Pages;
-
-use App\Filament\Company\Clusters\Settings\Resources\TaxResource;
-use Filament\Actions;
-use Filament\Resources\Pages\EditRecord;
-
-class EditTax extends EditRecord
-{
-    protected static string $resource = TaxResource::class;
-
-    protected function getHeaderActions(): array
-    {
-        return [
-            Actions\DeleteAction::make(),
-        ];
-    }
-
-    protected function getRedirectUrl(): string
-    {
-        return $this->getResource()::getUrl('index');
-    }
-}

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

     public function categories(): Collection
     {
         return AccountSubtype::withCount('accounts')
+            ->with('accounts')
+            ->with('accounts.adjustment')
             ->get()
             ->groupBy('category');
     }

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

         return static::getModel()::query();
     }
 
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
     protected function getHeaderActions(): array
     {
         return [
                     'account',
                     'bankAccount.account',
                     'journalEntries.account',
-                ]);
+                ])
+                    ->where(function (Builder $query) {
+                        $query->whereNull('transactionable_id')
+                            ->orWhere('is_payment', true);
+                    });
             })
             ->columns([
                 Tables\Columns\TextColumn::make('posted_at')
                     ->toggleable(isToggledHiddenByDefault: true),
                 Tables\Columns\TextColumn::make('description')
                     ->label('Description')
-                    ->limit(30)
+                    ->limit(50)
                     ->toggleable(),
                 Tables\Columns\TextColumn::make('bankAccount.account.name')
                     ->label('Account')
                         }
                     )
                     ->sortable()
-                    ->currency(static fn (Transaction $transaction) => $transaction->bankAccount->account->currency_code ?? CurrencyAccessor::getDefaultCurrency(), true),
+                    ->currency(static fn (Transaction $transaction) => $transaction->bankAccount?->account->currency_code ?? CurrencyAccessor::getDefaultCurrency(), true),
             ])
             ->recordClasses(static fn (Transaction $transaction) => $transaction->reviewed ? 'bg-primary-300/10' : null)
             ->defaultSort('posted_at', 'desc')
                     ->options(TransactionType::class),
                 $this->buildDateRangeFilter('posted_at', 'Posted', true),
                 $this->buildDateRangeFilter('updated_at', 'Last Modified'),
-            ], layout: Tables\Enums\FiltersLayout::Modal)
+            ])
             ->filtersFormSchema(fn (array $filters): array => [
                 Grid::make()
                     ->schema([
 
     protected function getBankAccountOptions(?int $excludedAccountId = null, ?int $currentBankAccountId = null): array
     {
-        return BankAccount::join('accounts', 'accounts.bank_account_id', '=', 'bank_accounts.id')
-            ->where('accounts.archived', false)
-            ->select(['bank_accounts.id', 'accounts.name', 'accounts.subtype_id'])
-            ->with(['account.subtype' => static function ($query) {
+        return BankAccount::query()
+            ->whereHas('account', function (Builder $query) {
+                $query->where('archived', false);
+            })
+            ->with(['account' => function ($query) {
+                $query->where('archived', false);
+            }, 'account.subtype' => function ($query) {
                 $query->select(['id', 'name']);
             }])
-            ->when($excludedAccountId, function (Builder $query) use ($excludedAccountId) {
-                $query->whereNot('accounts.id', $excludedAccountId);
-            })
-            ->when($currentBankAccountId, function (Builder $query) use ($currentBankAccountId) {
-                // Ensure the current bank account is included even if archived
-                $query->orWhere('bank_accounts.id', $currentBankAccountId);
-            })
+            ->when($excludedAccountId, fn (Builder $query) => $query->where('account_id', '!=', $excludedAccountId))
+            ->when($currentBankAccountId, fn (Builder $query) => $query->orWhere('id', $currentBankAccountId))
             ->get()
             ->groupBy('account.subtype.name')
             ->map(fn (Collection $bankAccounts, string $subtype) => $bankAccounts->pluck('account.name', 'id'))

app/Filament/Company/Pages/Concerns/HasReportTabs.php

+<?php
+
+namespace App\Filament\Company\Pages\Concerns;
+
+use Livewire\Attributes\Url;
+
+trait HasReportTabs
+{
+    #[Url]
+    public ?string $activeTab = 'summary';
+
+    public function getTabs(): array
+    {
+        return [
+            'summary' => 'Summary',
+            'details' => 'Details',
+        ];
+    }
+
+    public function getActiveTab(): string
+    {
+        return $this->activeTab;
+    }
+}

app/Filament/Company/Pages/CreateCompany.php

 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\TextInput;
 use Filament\Forms\Form;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Contracts\Support\Htmlable;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Facades\Auth;
 use Illuminate\Support\Facades\DB;
 {
     protected bool $hasTopbar = false;
 
+    protected static string $view = 'filament.company.pages.create-company';
+
+    protected static string $layout = 'components.company.layout.custom-simple';
+
+    public function getHeading(): string | Htmlable
+    {
+        return '';
+    }
+
+    public function getMaxWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FourExtraLarge;
+    }
+
+    public function hasLogo(): bool
+    {
+        return true;
+    }
+
     public function form(Form $form): Form
     {
         return $form
                     ->optionsLimit(5)
                     ->softRequired(),
             ])
+            ->columns()
             ->model(FilamentCompanies::companyModel())
             ->statePath('data');
     }

app/Filament/Company/Pages/Reports.php

 use App\Infolists\Components\ReportEntry;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Infolist;
+use Filament\Navigation\NavigationItem;
 use Filament\Pages\Page;
 use Filament\Support\Colors\Color;
 
 
     protected static string $view = 'filament.company.pages.reports';
 
+    public static function getNavigationItems(): array
+    {
+        return [
+            NavigationItem::make(static::getNavigationLabel())
+                ->group(static::getNavigationGroup())
+                ->parentItem(static::getNavigationParentItem())
+                ->icon(static::getNavigationIcon())
+                ->activeIcon(static::getActiveNavigationIcon())
+                ->isActiveWhen(fn (): bool => request()->routeIs([
+                    static::getRouteName(),
+                    static::getRouteName() . '.*',
+                ]))
+                ->sort(static::getNavigationSort())
+                ->badge(static::getNavigationBadge(), color: static::getNavigationBadgeColor())
+                ->badgeTooltip(static::getNavigationBadgeTooltip())
+                ->url(static::getNavigationUrl()),
+        ];
+    }
+
     public function reportsInfolist(Infolist $infolist): Infolist
     {
         return $infolist
             ->schema([
                 Section::make('Financial Statements')
                     ->aside()
-                    ->description('Key financial statements that provide a snapshot of your company’s financial health.')
+                    ->description('Key financial statements that provide an overview of your company’s financial health and performance.')
                     ->extraAttributes(['class' => 'es-report-card'])
                     ->schema([
                         ReportEntry::make('income_statement')
                             ->hiddenLabel()
                             ->heading('Income Statement')
-                            ->description('Tracks revenue and expenses to show profit or loss over a specific period of time.')
+                            ->description('Shows revenue, expenses, and net earnings over a period, indicating overall financial performance.')
                             ->icon('heroicon-o-chart-bar')
                             ->iconColor(Color::Indigo)
                             ->url(IncomeStatement::getUrl()),
                         ReportEntry::make('balance_sheet')
                             ->hiddenLabel()
                             ->heading('Balance Sheet')
-                            ->description('Snapshot of assets, liabilities, and equity at a specific point in time.')
+                            ->description('Displays your company’s assets, liabilities, and equity at a single point in time, showing overall financial health and stability.')
                             ->icon('heroicon-o-clipboard-document-list')
                             ->iconColor(Color::Emerald)
                             ->url(BalanceSheet::getUrl()),
                         ReportEntry::make('cash_flow_statement')
                             ->hiddenLabel()
                             ->heading('Cash Flow Statement')
-                            ->description('Shows cash inflows and outflows over a specific period of time.')
+                            ->description('Tracks cash inflows and outflows, giving insight into liquidity and cash management over a period.')
                             ->icon('heroicon-o-document-currency-dollar')
                             ->iconColor(Color::Cyan)
                             ->url(CashFlowStatement::getUrl()),
                     ]),
                 Section::make('Detailed Reports')
                     ->aside()
-                    ->description('Dig into the details of your company’s transactions, balances, and accounts.')
+                    ->description('Detailed reports that provide a comprehensive view of your company’s financial transactions and account balances.')
                     ->extraAttributes(['class' => 'es-report-card'])
                     ->schema([
                         ReportEntry::make('account_balances')
                             ->hiddenLabel()
                             ->heading('Account Balances')
-                            ->description('Summary view of balances and activity for all accounts.')
+                            ->description('Lists all accounts and their balances, including starting, debit, credit, net movement, and ending balances.')
                             ->icon('heroicon-o-currency-dollar')
                             ->iconColor(Color::Teal)
                             ->url(AccountBalances::getUrl()),
                         ReportEntry::make('trial_balance')
                             ->hiddenLabel()
                             ->heading('Trial Balance')
-                            ->description('The sum of all debit and credit balances for all accounts on a single day. This helps to ensure that the books are in balance.')
+                            ->description('Summarizes all account debits and credits on a specific date to verify the ledger is balanced.')
                             ->icon('heroicon-o-scale')
                             ->iconColor(Color::Sky)
                             ->url(TrialBalance::getUrl()),
                         ReportEntry::make('account_transactions')
                             ->hiddenLabel()
                             ->heading('Account Transactions')
-                            ->description('A record of all transactions for a company. The general ledger is the core of a company\'s financial records.')
+                            ->description('A record of all transactions, essential for monitoring and reconciling financial activity in the ledger.')
                             ->icon('heroicon-o-adjustments-horizontal')
                             ->iconColor(Color::Amber)
                             ->url(AccountTransactions::getUrl()),

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

 {
     protected static string $view = 'filament.company.pages.reports.detailed-report';
 
-    protected static ?string $slug = 'reports/account-balances';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;

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

 use App\Filament\Company\Pages\Accounting\Transactions;
 use App\Models\Accounting\Account;
 use App\Models\Accounting\JournalEntry;
+use App\Models\Common\Client;
+use App\Models\Common\Vendor;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Support\Column;
 {
     protected static string $view = 'filament.company.pages.reports.account-transactions';
 
-    protected static ?string $slug = 'reports/account-transactions';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
     public function getMaxContentWidth(): MaxWidth | string | null
     {
-        return 'max-w-[90rem]';
+        return 'max-w-8xl';
     }
 
     protected function initializeDefaultFilters(): void
         if (empty($this->getFilterState('selectedAccount'))) {
             $this->setFilterState('selectedAccount', 'all');
         }
+
+        if (empty($this->getFilterState('selectedEntity'))) {
+            $this->setFilterState('selectedEntity', 'all');
+        }
     }
 
     /**
     public function filtersForm(Form $form): Form
     {
         return $form
-            ->columns(4)
+            ->columns(5)
             ->schema([
                 Select::make('selectedAccount')
                     ->label('Account')
                 ])->extraFieldWrapperAttributes([
                     'class' => 'report-hidden-label',
                 ]),
+                Select::make('selectedEntity')
+                    ->label('Entity')
+                    ->options($this->getEntityOptions())
+                    ->searchable()
+                    ->selectablePlaceholder(false),
                 Actions::make([
                     Actions\Action::make('applyFilters')
                         ->label('Update Report')
         return $allAccountsOption + $accounts;
     }
 
+    protected function getEntityOptions(): array
+    {
+        $clients = Client::query()
+            ->orderBy('name')
+            ->pluck('name', 'id')
+            ->toArray();
+
+        $vendors = Vendor::query()
+            ->orderBy('name')
+            ->pluck('name', 'id')
+            ->mapWithKeys(fn ($name, $id) => [-$id => $name])
+            ->toArray();
+
+        $allEntitiesOption = [
+            'All Entities' => ['all' => 'All Entities'],
+        ];
+
+        return $allEntitiesOption + [
+            'Clients' => $clients,
+            'Vendors' => $vendors,
+        ];
+    }
+
     protected function buildReport(array $columns): ReportDTO
     {
-        return $this->reportService->buildAccountTransactionsReport($this->getFormattedStartDate(), $this->getFormattedEndDate(), $columns, $this->getFilterState('selectedAccount'));
+        return $this->reportService->buildAccountTransactionsReport(
+            startDate: $this->getFormattedStartDate(),
+            endDate: $this->getFormattedEndDate(),
+            columns: $columns,
+            accountId: $this->getFilterState('selectedAccount'),
+            entityId: $this->getFilterState('selectedEntity'),
+        );
     }
 
     protected function getTransformer(ReportDTO $reportDTO): ExportableReport

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

 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Filament\Forms\Components\DateRangeSelect;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Transformers\BalanceSheetReportTransformer;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class BalanceSheet extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.balance-sheet';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.balance-sheet';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, endDate: $this->getFilterState('asOfDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, endDate: $this->getFilterState('asOfDate'), activeTab: $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, endDate: $this->getFilterState('asOfDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, endDate: $this->getFilterState('asOfDate'), activeTab: $this->getActiveTab());
     }
 }

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

 use App\DTO\ReportDTO;
 use App\Filament\Company\Pages\Concerns\HasDeferredFiltersForm;
 use App\Filament\Company\Pages\Concerns\HasTableColumnToggleForm;
+use App\Filament\Company\Pages\Reports;
 use App\Filament\Forms\Components\DateRangeSelect;
 use App\Models\Company;
 use App\Services\DateRangeService;
         $this->fiscalYearEndDate = $this->company->locale->fiscalYearEndDate();
     }
 
+    public static function shouldRegisterNavigation(): bool
+    {
+        return false;
+    }
+
+    public static function getSlug(): string
+    {
+        $prefix = Reports::getSlug() . '/';
+
+        if (filled(static::$slug)) {
+            return $prefix . static::$slug;
+        }
+
+        return $prefix . str(class_basename(static::class))
+            ->kebab()
+            ->slug();
+    }
+
+    public function getBreadcrumbs(): array
+    {
+        return [
+            Reports::getUrl() => Reports::getNavigationLabel(),
+        ];
+    }
+
     protected function loadDefaultDateRange(): void
     {
         $flatFields = $this->getFiltersForm()->getFlatFields();

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

 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Support\Column;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
 use Guava\FilamentClusters\Forms\Cluster;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class CashFlowStatement extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.cash-flow-statement';
-
-    protected static ?string $slug = 'reports/cash-flow-statement';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.cash-flow-statement';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 }

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

 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Support\Column;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
 use Guava\FilamentClusters\Forms\Cluster;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class IncomeStatement extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.income-statement';
-
-    protected static ?string $slug = 'reports/income-statement';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.income-statement';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 }

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

 {
     protected static string $view = 'filament.company.pages.reports.trial-balance';
 
-    protected static ?string $slug = 'reports/trial-balance';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;

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

 use App\Filament\Company\Resources\Banking\AccountResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
 
 class ListAccounts extends ListRecords
 {
             Actions\CreateAction::make(),
         ];
     }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
 }

app/Filament/Company/Resources/Common/OfferingResource.php

+<?php
+
+namespace App\Filament\Company\Resources\Common;
+
+use App\Enums\Accounting\AccountCategory;
+use App\Enums\Accounting\AccountType;
+use App\Enums\Common\OfferingType;
+use App\Filament\Company\Resources\Common\OfferingResource\Pages;
+use App\Models\Accounting\Account;
+use App\Models\Common\Offering;
+use App\Utilities\Currency\CurrencyAccessor;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Str;
+use JaOcero\RadioDeck\Forms\Components\RadioDeck;
+
+class OfferingResource extends Resource
+{
+    protected static ?string $model = Offering::class;
+
+    protected static ?string $modelLabel = 'Offering';
+
+    protected static ?string $navigationIcon = 'heroicon-o-square-3-stack-3d';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General')
+                    ->schema([
+                        RadioDeck::make('type')
+                            ->options(OfferingType::class)
+                            ->default(OfferingType::Product)
+                            ->icons(OfferingType::class)
+                            ->color('primary')
+                            ->columns()
+                            ->required(),
+                        Forms\Components\TextInput::make('name')
+                            ->autofocus()
+                            ->required()
+                            ->columnStart(1)
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('price')
+                            ->required()
+                            ->money(),
+                        Forms\Components\Textarea::make('description')
+                            ->label('Description')
+                            ->columnSpan(2)
+                            ->rows(3),
+                        Forms\Components\CheckboxList::make('attributes')
+                            ->options([
+                                'Sellable' => 'Sellable',
+                                'Purchasable' => 'Purchasable',
+                            ])
+                            ->hiddenLabel()
+                            ->required()
+                            ->live()
+                            ->bulkToggleable()
+                            ->validationMessages([
+                                'required' => 'The offering must be either sellable or purchasable.',
+                            ]),
+                    ])->columns(),
+                // Sellable Section
+                Forms\Components\Section::make('Sale Information')
+                    ->schema([
+                        Forms\Components\Select::make('income_account_id')
+                            ->label('Income Account')
+                            ->options(Account::query()
+                                ->where('category', AccountCategory::Revenue)
+                                ->where('type', AccountType::OperatingRevenue)
+                                ->pluck('name', 'id')
+                                ->toArray())
+                            ->searchable()
+                            ->preload()
+                            ->required()
+                            ->validationMessages([
+                                'required' => 'The income account is required for sellable offerings.',
+                            ]),
+                        Forms\Components\Select::make('salesTaxes')
+                            ->label('Sales Tax')
+                            ->relationship('salesTaxes', 'name')
+                            ->preload()
+                            ->multiple(),
+                        Forms\Components\Select::make('salesDiscounts')
+                            ->label('Sales Discount')
+                            ->relationship('salesDiscounts', 'name')
+                            ->preload()
+                            ->multiple(),
+                    ])
+                    ->columns()
+                    ->visible(fn (Forms\Get $get) => in_array('Sellable', $get('attributes') ?? [])),
+
+                // Purchasable Section
+                Forms\Components\Section::make('Purchase Information')
+                    ->schema([
+                        Forms\Components\Select::make('expense_account_id')
+                            ->label('Expense Account')
+                            ->options(Account::query()
+                                ->where('category', AccountCategory::Expense)
+                                ->where('type', AccountType::OperatingExpense)
+                                ->orderBy('name')
+                                ->pluck('name', 'id')
+                                ->toArray())
+                            ->searchable()
+                            ->preload()
+                            ->required()
+                            ->validationMessages([
+                                'required' => 'The expense account is required for purchasable offerings.',
+                            ]),
+                        Forms\Components\Select::make('purchaseTaxes')
+                            ->label('Purchase Tax')
+                            ->relationship('purchaseTaxes', 'name')
+                            ->preload()
+                            ->multiple(),
+                        Forms\Components\Select::make('purchaseDiscounts')
+                            ->label('Purchase Discount')
+                            ->relationship('purchaseDiscounts', 'name')
+                            ->preload()
+                            ->multiple(),
+                    ])
+                    ->columns()
+                    ->visible(fn (Forms\Get $get) => in_array('Purchasable', $get('attributes') ?? [])),
+            ])->columns();
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->modifyQueryUsing(function (Builder $query) {
+                $query->selectRaw("
+                        *,
+                        CONCAT_WS(' & ',
+                            CASE WHEN sellable THEN 'Sellable' END,
+                            CASE WHEN purchasable THEN 'Purchasable' END
+                        ) AS attributes
+                    ");
+            })
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->label('Name'),
+                Tables\Columns\TextColumn::make('attributes')
+                    ->label('Attributes')
+                    ->badge(),
+                Tables\Columns\TextColumn::make('type')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('price')
+                    ->currency(CurrencyAccessor::getDefaultCurrency(), true)
+                    ->sortable()
+                    ->description(function (Offering $record) {
+                        $adjustments = $record->adjustments()
+                            ->pluck('name')
+                            ->join(', ');
+
+                        if (empty($adjustments)) {
+                            return null;
+                        }
+
+                        $adjustmentsList = Str::of($adjustments)->limit(40);
+
+                        return "+ {$adjustmentsList}";
+                    }),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListOfferings::route('/'),
+            'create' => Pages\CreateOffering::route('/create'),
+            'edit' => Pages\EditOffering::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Company/Resources/Common/OfferingResource/Pages/CreateOffering.php

+<?php
+
+namespace App\Filament\Company\Resources\Common\OfferingResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Common\OfferingResource;
+use Filament\Resources\Pages\CreateRecord;
+use Illuminate\Database\Eloquent\Model;
+
+class CreateOffering extends CreateRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = OfferingResource::class;
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        $attributes = array_flip($data['attributes'] ?? []);
+
+        $data['sellable'] = isset($attributes['Sellable']);
+        $data['purchasable'] = isset($attributes['Purchasable']);
+
+        unset($data['attributes']);
+
+        return parent::handleRecordCreation($data); // TODO: Change the autogenerated stub
+    }
+}

app/Filament/Company/Resources/Common/OfferingResource/Pages/EditOffering.php

+<?php
+
+namespace App\Filament\Company\Resources\Common\OfferingResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Common\OfferingResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Illuminate\Database\Eloquent\Model;
+
+class EditOffering extends EditRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = OfferingResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    protected function mutateFormDataBeforeFill(array $data): array
+    {
+        $data['attributes'] = array_filter([
+            $data['sellable'] ? 'Sellable' : null,
+            $data['purchasable'] ? 'Purchasable' : null,
+        ]);
+
+        return parent::mutateFormDataBeforeFill($data); // TODO: Change the autogenerated stub
+    }
+
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        $attributes = array_flip($data['attributes'] ?? []);
+
+        $data['sellable'] = isset($attributes['Sellable']);
+        $data['purchasable'] = isset($attributes['Purchasable']);
+
+        unset($data['attributes']);
+
+        return parent::handleRecordUpdate($record, $data); // TODO: Change the autogenerated stub
+    }
+}

app/Filament/Company/Clusters/Settings/Resources/TaxResource/Pages/ListTaxes.php → app/Filament/Company/Resources/Common/OfferingResource/Pages/ListOfferings.php

 <?php
 
-namespace App\Filament\Company\Clusters\Settings\Resources\TaxResource\Pages;
+namespace App\Filament\Company\Resources\Common\OfferingResource\Pages;
 
-use App\Filament\Company\Clusters\Settings\Resources\TaxResource;
+use App\Filament\Company\Resources\Common\OfferingResource;
 use Filament\Actions;
 use Filament\Resources\Pages\ListRecords;
 use Filament\Support\Enums\MaxWidth;
 
-class ListTaxes extends ListRecords
+class ListOfferings extends ListRecords
 {
-    protected static string $resource = TaxResource::class;
+    protected static string $resource = OfferingResource::class;
 
     protected function getHeaderActions(): array
     {
 
     public function getMaxContentWidth(): MaxWidth | string | null
     {
-        return MaxWidth::ScreenTwoExtraLarge;
+        return 'max-w-8xl';
     }
 }

app/Filament/Company/Resources/Purchases/BillResource.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases;
+
+use App\Enums\Accounting\BillStatus;
+use App\Enums\Accounting\PaymentMethod;
+use App\Filament\Company\Resources\Purchases\BillResource\Pages;
+use App\Filament\Tables\Actions\ReplicateBulkAction;
+use App\Filament\Tables\Filters\DateRangeFilter;
+use App\Models\Accounting\Adjustment;
+use App\Models\Accounting\Bill;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Banking\BankAccount;
+use App\Models\Common\Offering;
+use App\Utilities\Currency\CurrencyConverter;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Closure;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Resources\Resource;
+use Filament\Support\Enums\Alignment;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Collection;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+
+class BillResource extends Resource
+{
+    protected static ?string $model = Bill::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        $company = Auth::user()->currentCompany;
+
+        return $form
+            ->schema([
+                Forms\Components\Section::make('Bill Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('vendor_id')
+                                    ->relationship('vendor', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required(),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('bill_number')
+                                    ->label('Bill Number')
+                                    ->default(fn () => Bill::getNextDocumentNumber())
+                                    ->required(),
+                                Forms\Components\TextInput::make('order_number')
+                                    ->label('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Bill Date')
+                                    ->default(now())
+                                    ->disabled(function (?Bill $record) {
+                                        return $record?->hasPayments();
+                                    })
+                                    ->required(),
+                                Forms\Components\DatePicker::make('due_date')
+                                    ->label('Due Date')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultBill->payment_terms->getDays());
+                                    })
+                                    ->required(),
+                            ])->grow(true),
+                        ])->from('md'),
+                        TableRepeater::make('lineItems')
+                            ->relationship()
+                            ->saveRelationshipsUsing(function (TableRepeater $component, Forms\Contracts\HasForms $livewire, ?array $state) {
+                                if (! is_array($state)) {
+                                    $state = [];
+                                }
+
+                                $relationship = $component->getRelationship();
+
+                                $existingRecords = $component->getCachedExistingRecords();
+
+                                $recordsToDelete = [];
+
+                                foreach ($existingRecords->pluck($relationship->getRelated()->getKeyName()) as $keyToCheckForDeletion) {
+                                    if (array_key_exists("record-{$keyToCheckForDeletion}", $state)) {
+                                        continue;
+                                    }
+
+                                    $recordsToDelete[] = $keyToCheckForDeletion;
+                                    $existingRecords->forget("record-{$keyToCheckForDeletion}");
+                                }
+
+                                $relationship
+                                    ->whereKey($recordsToDelete)
+                                    ->get()
+                                    ->each(static fn (Model $record) => $record->delete());
+
+                                $childComponentContainers = $component->getChildComponentContainers(
+                                    withHidden: $component->shouldSaveRelationshipsWhenHidden(),
+                                );
+
+                                $itemOrder = 1;
+                                $orderColumn = $component->getOrderColumn();
+
+                                $translatableContentDriver = $livewire->makeFilamentTranslatableContentDriver();
+
+                                foreach ($childComponentContainers as $itemKey => $item) {
+                                    $itemData = $item->getState(shouldCallHooksBefore: false);
+
+                                    if ($orderColumn) {
+                                        $itemData[$orderColumn] = $itemOrder;
+
+                                        $itemOrder++;
+                                    }
+
+                                    if ($record = ($existingRecords[$itemKey] ?? null)) {
+                                        $itemData = $component->mutateRelationshipDataBeforeSave($itemData, record: $record);
+
+                                        if ($itemData === null) {
+                                            continue;
+                                        }
+
+                                        $translatableContentDriver ?
+                                            $translatableContentDriver->updateRecord($record, $itemData) :
+                                            $record->fill($itemData)->save();
+
+                                        continue;
+                                    }
+
+                                    $relatedModel = $component->getRelatedModel();
+
+                                    $itemData = $component->mutateRelationshipDataBeforeCreate($itemData);
+
+                                    if ($itemData === null) {
+                                        continue;
+                                    }
+
+                                    if ($translatableContentDriver) {
+                                        $record = $translatableContentDriver->makeRecord($relatedModel, $itemData);
+                                    } else {
+                                        $record = new $relatedModel;
+                                        $record->fill($itemData);
+                                    }
+
+                                    $record = $relationship->save($record);
+                                    $item->model($record)->saveRelationships();
+                                    $existingRecords->push($record);
+                                }
+
+                                $component->getRecord()->setRelation($component->getRelationshipName(), $existingRecords);
+
+                                /** @var Bill $bill */
+                                $bill = $component->getRecord();
+
+                                // Recalculate totals for line items
+                                $bill->lineItems()->each(function (DocumentLineItem $lineItem) {
+                                    $lineItem->updateQuietly([
+                                        'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
+                                        'discount_total' => $lineItem->calculateDiscountTotal()->getAmount(),
+                                    ]);
+                                });
+
+                                $subtotal = $bill->lineItems()->sum('subtotal') / 100;
+                                $taxTotal = $bill->lineItems()->sum('tax_total') / 100;
+                                $discountTotal = $bill->lineItems()->sum('discount_total') / 100;
+                                $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+                                $bill->updateQuietly([
+                                    'subtotal' => $subtotal,
+                                    'tax_total' => $taxTotal,
+                                    'discount_total' => $discountTotal,
+                                    'total' => $grandTotal,
+                                ]);
+
+                                $bill->refresh();
+
+                                if (! $bill->initialTransaction) {
+                                    $bill->createInitialTransaction();
+                                } else {
+                                    $bill->updateInitialTransaction();
+                                }
+                            })
+                            ->headers([
+                                Header::make('Items')->width('15%'),
+                                Header::make('Description')->width('25%'),
+                                Header::make('Quantity')->width('10%'),
+                                Header::make('Price')->width('10%'),
+                                Header::make('Taxes')->width('15%'),
+                                Header::make('Discounts')->width('15%'),
+                                Header::make('Amount')->width('10%')->align('right'),
+                            ])
+                            ->schema([
+                                Forms\Components\Select::make('offering_id')
+                                    ->relationship('purchasableOffering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::with(['purchaseTaxes', 'purchaseDiscounts'])->find($offeringId);
+
+                                        if ($offeringRecord) {
+                                            $set('description', $offeringRecord->description);
+                                            $set('unit_price', $offeringRecord->price);
+                                            $set('purchaseTaxes', $offeringRecord->purchaseTaxes->pluck('id')->toArray());
+                                            $set('purchaseDiscounts', $offeringRecord->purchaseDiscounts->pluck('id')->toArray());
+                                        }
+                                    }),
+                                Forms\Components\TextInput::make('description'),
+                                Forms\Components\TextInput::make('quantity')
+                                    ->required()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(1),
+                                Forms\Components\TextInput::make('unit_price')
+                                    ->hiddenLabel()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(0),
+                                Forms\Components\Select::make('purchaseTaxes')
+                                    ->relationship('purchaseTaxes', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Select::make('purchaseDiscounts')
+                                    ->relationship('purchaseDiscounts', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Placeholder::make('total')
+                                    ->hiddenLabel()
+                                    ->content(function (Forms\Get $get) {
+                                        $quantity = max((float) ($get('quantity') ?? 0), 0);
+                                        $unitPrice = max((float) ($get('unit_price') ?? 0), 0);
+                                        $purchaseTaxes = $get('purchaseTaxes') ?? [];
+                                        $purchaseDiscounts = $get('purchaseDiscounts') ?? [];
+
+                                        $subtotal = $quantity * $unitPrice;
+
+                                        // Calculate tax amount based on subtotal
+                                        $taxAmount = 0;
+                                        if (! empty($purchaseTaxes)) {
+                                            $taxRates = Adjustment::whereIn('id', $purchaseTaxes)->pluck('rate');
+                                            $taxAmount = collect($taxRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Calculate discount amount based on subtotal
+                                        $discountAmount = 0;
+                                        if (! empty($purchaseDiscounts)) {
+                                            $discountRates = Adjustment::whereIn('id', $purchaseDiscounts)->pluck('rate');
+                                            $discountAmount = collect($discountRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Final total
+                                        $total = $subtotal + ($taxAmount - $discountAmount);
+
+                                        return CurrencyConverter::formatToMoney($total);
+                                    }),
+                            ]),
+                        Forms\Components\Grid::make(6)
+                            ->schema([
+                                Forms\Components\ViewField::make('totals')
+                                    ->columnStart(5)
+                                    ->columnSpan(2)
+                                    ->view('filament.forms.components.bill-totals'),
+                            ]),
+                    ]),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->defaultSort('due_date')
+            ->columns([
+                Tables\Columns\TextColumn::make('status')
+                    ->badge()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('due_date')
+                    ->label('Due')
+                    ->asRelativeDay()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('bill_number')
+                    ->label('Number')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('vendor.name')
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('total')
+                    ->currency()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_paid')
+                    ->label('Amount Paid')
+                    ->currency()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_due')
+                    ->label('Amount Due')
+                    ->currency()
+                    ->sortable(),
+            ])
+            ->filters([
+                Tables\Filters\SelectFilter::make('vendor')
+                    ->relationship('vendor', 'name')
+                    ->searchable()
+                    ->preload(),
+                Tables\Filters\SelectFilter::make('status')
+                    ->options(BillStatus::class)
+                    ->native(false),
+                Tables\Filters\TernaryFilter::make('has_payments')
+                    ->label('Has Payments')
+                    ->queries(
+                        true: fn (Builder $query) => $query->whereHas('payments'),
+                        false: fn (Builder $query) => $query->whereDoesntHave('payments'),
+                    ),
+                DateRangeFilter::make('date')
+                    ->fromLabel('From Date')
+                    ->untilLabel('To Date')
+                    ->indicatorLabel('Date'),
+                DateRangeFilter::make('due_date')
+                    ->fromLabel('From Due Date')
+                    ->untilLabel('To Due Date')
+                    ->indicatorLabel('Due'),
+            ])
+            ->actions([
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make(),
+                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\DeleteAction::make(),
+                    Bill::getReplicateAction(Tables\Actions\ReplicateAction::class),
+                    Tables\Actions\Action::make('recordPayment')
+                        ->label('Record Payment')
+                        ->stickyModalHeader()
+                        ->stickyModalFooter()
+                        ->modalFooterActionsAlignment(Alignment::End)
+                        ->modalWidth(MaxWidth::TwoExtraLarge)
+                        ->icon('heroicon-o-credit-card')
+                        ->visible(function (Bill $record) {
+                            return $record->canRecordPayment();
+                        })
+                        ->mountUsing(function (Bill $record, Form $form) {
+                            $form->fill([
+                                'posted_at' => now(),
+                                'amount' => $record->amount_due,
+                            ]);
+                        })
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Payment Recorded')
+                        ->form([
+                            Forms\Components\DatePicker::make('posted_at')
+                                ->label('Date'),
+                            Forms\Components\TextInput::make('amount')
+                                ->label('Amount')
+                                ->required()
+                                ->money()
+                                ->live(onBlur: true)
+                                ->helperText(function (Bill $record, $state) {
+                                    if (! CurrencyConverter::isValidAmount($state)) {
+                                        return null;
+                                    }
+
+                                    $amountDue = $record->getRawOriginal('amount_due');
+                                    $amount = CurrencyConverter::convertToCents($state);
+
+                                    if ($amount <= 0) {
+                                        return 'Please enter a valid positive amount';
+                                    }
+
+                                    $newAmountDue = $amountDue - $amount;
+
+                                    return match (true) {
+                                        $newAmountDue > 0 => 'Amount due after payment will be ' . CurrencyConverter::formatCentsToMoney($newAmountDue),
+                                        $newAmountDue === 0 => 'Bill will be fully paid',
+                                        default => 'Amount exceeds bill total by ' . CurrencyConverter::formatCentsToMoney(abs($newAmountDue)),
+                                    };
+                                })
+                                ->rules([
+                                    static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                                        if (! CurrencyConverter::isValidAmount($value)) {
+                                            $fail('Please enter a valid amount');
+                                        }
+                                    },
+                                ]),
+                            Forms\Components\Select::make('payment_method')
+                                ->label('Payment Method')
+                                ->required()
+                                ->options(PaymentMethod::class),
+                            Forms\Components\Select::make('bank_account_id')
+                                ->label('Account')
+                                ->required()
+                                ->options(BankAccount::query()
+                                    ->get()
+                                    ->pluck('account.name', 'id'))
+                                ->searchable(),
+                            Forms\Components\Textarea::make('notes')
+                                ->label('Notes'),
+                        ])
+                        ->action(function (Bill $record, Tables\Actions\Action $action, array $data) {
+                            $record->recordPayment($data);
+
+                            $action->success();
+                        }),
+                ]),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                    ReplicateBulkAction::make()
+                        ->label('Replicate')
+                        ->modalWidth(MaxWidth::Large)
+                        ->modalDescription('Replicating bills will also replicate their line items. Are you sure you want to proceed?')
+                        ->successNotificationTitle('Bills Replicated Successfully')
+                        ->failureNotificationTitle('Failed to Replicate Bills')
+                        ->databaseTransaction()
+                        ->deselectRecordsAfterCompletion()
+                        ->excludeAttributes([
+                            'status',
+                            'amount_paid',
+                            'amount_due',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                            'bill_number',
+                            'date',
+                            'due_date',
+                            'paid_at',
+                        ])
+                        ->beforeReplicaSaved(function (Bill $replica) {
+                            $replica->status = BillStatus::Unpaid;
+                            $replica->bill_number = Bill::getNextDocumentNumber();
+                            $replica->date = now();
+                            $replica->due_date = now()->addDays($replica->company->defaultBill->payment_terms->getDays());
+                        })
+                        ->withReplicatedRelationships(['lineItems'])
+                        ->withExcludedRelationshipAttributes('lineItems', [
+                            'subtotal',
+                            'total',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                        ]),
+                    Tables\Actions\BulkAction::make('recordPayments')
+                        ->label('Record Payments')
+                        ->icon('heroicon-o-credit-card')
+                        ->stickyModalHeader()
+                        ->stickyModalFooter()
+                        ->modalFooterActionsAlignment(Alignment::End)
+                        ->modalWidth(MaxWidth::TwoExtraLarge)
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Payments Recorded')
+                        ->failureNotificationTitle('Failed to Record Payments')
+                        ->deselectRecordsAfterCompletion()
+                        ->beforeFormFilled(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $cantRecordPayments = $records->contains(fn (Bill $bill) => ! $bill->canRecordPayment());
+
+                            if ($cantRecordPayments) {
+                                Notification::make()
+                                    ->title('Payment Recording Failed')
+                                    ->body('Bills that are either paid or voided cannot be processed through bulk payments. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->mountUsing(function (Collection $records, Form $form) {
+                            $totalAmountDue = $records->sum(fn (Bill $bill) => $bill->getRawOriginal('amount_due'));
+
+                            $form->fill([
+                                'posted_at' => now(),
+                                'amount' => CurrencyConverter::convertCentsToFormatSimple($totalAmountDue),
+                            ]);
+                        })
+                        ->form([
+                            Forms\Components\DatePicker::make('posted_at')
+                                ->label('Date'),
+                            Forms\Components\TextInput::make('amount')
+                                ->label('Amount')
+                                ->required()
+                                ->money()
+                                ->rules([
+                                    static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                                        if (! CurrencyConverter::isValidAmount($value)) {
+                                            $fail('Please enter a valid amount');
+                                        }
+                                    },
+                                ]),
+                            Forms\Components\Select::make('payment_method')
+                                ->label('Payment Method')
+                                ->required()
+                                ->options(PaymentMethod::class),
+                            Forms\Components\Select::make('bank_account_id')
+                                ->label('Account')
+                                ->required()
+                                ->options(BankAccount::query()
+                                    ->get()
+                                    ->pluck('account.name', 'id'))
+                                ->searchable(),
+                            Forms\Components\Textarea::make('notes')
+                                ->label('Notes'),
+                        ])
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action, array $data) {
+                            $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']);
+                            $totalAmountDue = $records->sum(fn (Bill $bill) => $bill->getRawOriginal('amount_due'));
+
+                            if ($totalPaymentAmount > $totalAmountDue) {
+                                $formattedTotalAmountDue = CurrencyConverter::formatCentsToMoney($totalAmountDue);
+
+                                Notification::make()
+                                    ->title('Excess Payment Amount')
+                                    ->body("The payment amount exceeds the total amount due of {$formattedTotalAmountDue}. Please adjust the payment amount and try again.")
+                                    ->persistent()
+                                    ->warning()
+                                    ->send();
+
+                                $action->halt(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action, array $data) {
+                            $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']);
+                            $remainingAmount = $totalPaymentAmount;
+
+                            $records->each(function (Bill $record) use (&$remainingAmount, $data) {
+                                $amountDue = $record->getRawOriginal('amount_due');
+
+                                if ($amountDue <= 0 || $remainingAmount <= 0) {
+                                    return;
+                                }
+
+                                $paymentAmount = min($amountDue, $remainingAmount);
+                                $data['amount'] = CurrencyConverter::convertCentsToFormatSimple($paymentAmount);
+
+                                $record->recordPayment($data);
+                                $remainingAmount -= $paymentAmount;
+                            });
+
+                            $action->success();
+                        }),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            BillResource\RelationManagers\PaymentsRelationManager::class,
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListBills::route('/'),
+            'create' => Pages\CreateBill::route('/create'),
+            'view' => Pages\ViewBill::route('/{record}'),
+            'edit' => Pages\EditBill::route('/{record}/edit'),
+        ];
+    }
+
+    public static function getWidgets(): array
+    {
+        return [
+            BillResource\Widgets\BillOverview::class,
+        ];
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/Pages/CreateBill.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Purchases\BillResource;
+use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class CreateBill extends CreateRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = BillResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/Pages/EditBill.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Purchases\BillResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class EditBill extends EditRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = BillResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/Pages/ListBills.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Enums\Accounting\BillStatus;
+use App\Filament\Company\Resources\Purchases\BillResource;
+use App\Models\Accounting\Bill;
+use Filament\Actions;
+use Filament\Pages\Concerns\ExposesTableToWidgets;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListBills extends ListRecords
+{
+    use ExposesTableToWidgets;
+
+    protected static string $resource = BillResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+
+    protected function getHeaderWidgets(): array
+    {
+        return [
+            BillResource\Widgets\BillOverview::class,
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
+    public function getTabs(): array
+    {
+        return [
+            'all' => Tab::make()
+                ->label('All'),
+
+            'outstanding' => Tab::make()
+                ->label('Outstanding')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->outstanding();
+                })
+                ->badge(Bill::outstanding()->count()),
+
+            'paid' => Tab::make()
+                ->label('Paid')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->where('status', BillStatus::Paid);
+                })
+                ->badge(Bill::where('status', BillStatus::Paid)->count()),
+        ];
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/Pages/ViewBill.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Pages;
+
+use App\Filament\Company\Resources\Purchases\BillResource;
+use App\Filament\Company\Resources\Purchases\VendorResource;
+use App\Models\Accounting\Bill;
+use Filament\Actions;
+use Filament\Infolists\Components\Section;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Infolist;
+use Filament\Resources\Pages\ViewRecord;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\IconPosition;
+use Filament\Support\Enums\IconSize;
+
+class ViewBill extends ViewRecord
+{
+    protected static string $resource = BillResource::class;
+
+    protected $listeners = [
+        'refresh' => '$refresh',
+    ];
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\ActionGroup::make([
+                Actions\EditAction::make(),
+                Actions\DeleteAction::make(),
+                Bill::getReplicateAction(),
+            ])
+                ->label('Actions')
+                ->button()
+                ->outlined()
+                ->dropdownPlacement('bottom-end')
+                ->icon('heroicon-c-chevron-down')
+                ->iconSize(IconSize::Small)
+                ->iconPosition(IconPosition::After),
+        ];
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
+            ->schema([
+                Section::make('Bill Details')
+                    ->columns(4)
+                    ->schema([
+                        TextEntry::make('bill_number')
+                            ->label('Invoice #'),
+                        TextEntry::make('status')
+                            ->badge(),
+                        TextEntry::make('vendor.name')
+                            ->label('Vendor')
+                            ->color('primary')
+                            ->weight(FontWeight::SemiBold)
+                            ->url(static fn (Bill $record) => VendorResource::getUrl('edit', ['record' => $record->vendor_id])),
+                        TextEntry::make('total')
+                            ->label('Total')
+                            ->money(),
+                        TextEntry::make('amount_due')
+                            ->label('Amount Due')
+                            ->money(),
+                        TextEntry::make('date')
+                            ->label('Date')
+                            ->date(),
+                        TextEntry::make('due_date')
+                            ->label('Due')
+                            ->asRelativeDay(),
+                        TextEntry::make('paid_at')
+                            ->label('Paid At')
+                            ->placeholder('Not Paid')
+                            ->date(),
+                    ]),
+            ]);
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/RelationManagers/PaymentsRelationManager.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\RelationManagers;
+
+use App\Enums\Accounting\PaymentMethod;
+use App\Enums\Accounting\TransactionType;
+use App\Filament\Company\Resources\Purchases\BillResource\Pages\ViewBill;
+use App\Models\Accounting\Bill;
+use App\Models\Accounting\Transaction;
+use App\Models\Banking\BankAccount;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Closure;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Support\Colors\Color;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Model;
+
+class PaymentsRelationManager extends RelationManager
+{
+    protected static string $relationship = 'payments';
+
+    protected static ?string $modelLabel = 'Payment';
+
+    protected $listeners = [
+        'refresh' => '$refresh',
+    ];
+
+    public function isReadOnly(): bool
+    {
+        return false;
+    }
+
+    public static function canViewForRecord(Model $ownerRecord, string $pageClass): bool
+    {
+        return $pageClass === ViewBill::class;
+    }
+
+    public function form(Form $form): Form
+    {
+        return $form
+            ->columns(1)
+            ->schema([
+                Forms\Components\DatePicker::make('posted_at')
+                    ->label('Date'),
+                Forms\Components\TextInput::make('amount')
+                    ->label('Amount')
+                    ->required()
+                    ->money()
+                    ->live(onBlur: true)
+                    ->helperText(function (RelationManager $livewire, $state, ?Transaction $record) {
+                        if (! CurrencyConverter::isValidAmount($state)) {
+                            return null;
+                        }
+
+                        /** @var Bill $ownerRecord */
+                        $ownerRecord = $livewire->getOwnerRecord();
+
+                        $amountDue = $ownerRecord->getRawOriginal('amount_due');
+
+                        $amount = CurrencyConverter::convertToCents($state);
+
+                        if ($amount <= 0) {
+                            return 'Please enter a valid positive amount';
+                        }
+
+                        $currentPaymentAmount = $record?->getRawOriginal('amount') ?? 0;
+
+                        $newAmountDue = $amountDue - $amount + $currentPaymentAmount;
+
+                        return match (true) {
+                            $newAmountDue > 0 => 'Amount due after payment will be ' . CurrencyConverter::formatCentsToMoney($newAmountDue),
+                            $newAmountDue === 0 => 'Bill will be fully paid',
+                            default => 'Amount exceeds bill total by ' . CurrencyConverter::formatCentsToMoney(abs($newAmountDue)),
+                        };
+                    })
+                    ->rules([
+                        static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                            if (! CurrencyConverter::isValidAmount($value)) {
+                                $fail('Please enter a valid amount');
+                            }
+                        },
+                    ]),
+                Forms\Components\Select::make('payment_method')
+                    ->label('Payment Method')
+                    ->required()
+                    ->options(PaymentMethod::class),
+                Forms\Components\Select::make('bank_account_id')
+                    ->label('Account')
+                    ->required()
+                    ->options(BankAccount::query()
+                        ->get()
+                        ->pluck('account.name', 'id'))
+                    ->searchable(),
+                Forms\Components\Textarea::make('notes')
+                    ->label('Notes'),
+            ]);
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->recordTitleAttribute('description')
+            ->columns([
+                Tables\Columns\TextColumn::make('posted_at')
+                    ->label('Date')
+                    ->sortable()
+                    ->defaultDateFormat(),
+                Tables\Columns\TextColumn::make('type')
+                    ->label('Type')
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+                Tables\Columns\TextColumn::make('description')
+                    ->label('Description')
+                    ->limit(30)
+                    ->toggleable(),
+                Tables\Columns\TextColumn::make('bankAccount.account.name')
+                    ->label('Account')
+                    ->toggleable(),
+                Tables\Columns\TextColumn::make('amount')
+                    ->label('Amount')
+                    ->weight(static fn (Transaction $transaction) => $transaction->reviewed ? null : FontWeight::SemiBold)
+                    ->color(
+                        static fn (Transaction $transaction) => match ($transaction->type) {
+                            TransactionType::Deposit => Color::rgb('rgb(' . Color::Green[700] . ')'),
+                            TransactionType::Journal => 'primary',
+                            default => null,
+                        }
+                    )
+                    ->sortable()
+                    ->currency(static fn (Transaction $transaction) => $transaction->bankAccount?->account->currency_code ?? CurrencyAccessor::getDefaultCurrency(), true),
+            ])
+            ->filters([
+                //
+            ])
+            ->headerActions([
+                Tables\Actions\CreateAction::make()
+                    ->label('Record Payment')
+                    ->modalHeading(fn (Tables\Actions\CreateAction $action) => $action->getLabel())
+                    ->modalWidth(MaxWidth::TwoExtraLarge)
+                    ->visible(function () {
+                        return $this->getOwnerRecord()->canRecordPayment();
+                    })
+                    ->mountUsing(function (Form $form) {
+                        $record = $this->getOwnerRecord();
+                        $form->fill([
+                            'posted_at' => now(),
+                            'amount' => $record->amount_due,
+                        ]);
+                    })
+                    ->databaseTransaction()
+                    ->successNotificationTitle('Payment Recorded')
+                    ->action(function (Tables\Actions\CreateAction $action, array $data) {
+                        /** @var Bill $record */
+                        $record = $this->getOwnerRecord();
+
+                        $record->recordPayment($data);
+
+                        $action->success();
+
+                        $this->dispatch('refresh');
+                    }),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make()
+                    ->modalWidth(MaxWidth::TwoExtraLarge)
+                    ->after(fn () => $this->dispatch('refresh')),
+                Tables\Actions\DeleteAction::make()
+                    ->after(fn () => $this->dispatch('refresh')),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+}

app/Filament/Company/Resources/Purchases/BillResource/Widgets/BillOverview.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\BillResource\Widgets;
+
+use App\Enums\Accounting\BillStatus;
+use App\Filament\Company\Resources\Purchases\BillResource\Pages\ListBills;
+use App\Filament\Widgets\EnhancedStatsOverviewWidget;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Filament\Widgets\Concerns\InteractsWithPageTable;
+use Illuminate\Support\Number;
+
+class BillOverview extends EnhancedStatsOverviewWidget
+{
+    use InteractsWithPageTable;
+
+    protected function getTablePage(): string
+    {
+        return ListBills::class;
+    }
+
+    protected function getStats(): array
+    {
+        $unpaidBills = $this->getPageTableQuery()
+            ->whereIn('status', [BillStatus::Unpaid, BillStatus::Partial, BillStatus::Overdue]);
+
+        $amountToPay = $unpaidBills->sum('amount_due');
+
+        $amountOverdue = $unpaidBills
+            ->clone()
+            ->where('status', BillStatus::Overdue)
+            ->sum('amount_due');
+
+        $amountDueWithin7Days = $unpaidBills
+            ->clone()
+            ->whereBetween('due_date', [today(), today()->addWeek()])
+            ->sum('amount_due');
+
+        $averagePaymentTime = $this->getPageTableQuery()
+            ->whereNotNull('paid_at')
+            ->selectRaw('AVG(TIMESTAMPDIFF(DAY, date, paid_at)) as avg_days')
+            ->value('avg_days');
+
+        $averagePaymentTimeFormatted = Number::format($averagePaymentTime ?? 0, maxPrecision: 1);
+
+        $lastMonthTotal = $this->getPageTableQuery()
+            ->where('status', BillStatus::Paid)
+            ->whereBetween('date', [
+                today()->subMonth()->startOfMonth(),
+                today()->subMonth()->endOfMonth(),
+            ])
+            ->sum('amount_paid');
+
+        return [
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Total To Pay', CurrencyConverter::formatCentsToMoney($amountToPay))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description('Includes ' . CurrencyConverter::formatCentsToMoney($amountOverdue) . ' overdue'),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Due Within 7 Days', CurrencyConverter::formatCentsToMoney($amountDueWithin7Days))
+                ->suffix(CurrencyAccessor::getDefaultCurrency()),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Average Payment Time', $averagePaymentTimeFormatted)
+                ->suffix('days'),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Paid Last Month', CurrencyConverter::formatCentsToMoney($lastMonthTotal))
+                ->suffix(CurrencyAccessor::getDefaultCurrency()),
+        ];
+    }
+}

app/Filament/Company/Resources/Purchases/VendorResource.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases;
+
+use App\Enums\Common\ContractorType;
+use App\Enums\Common\VendorType;
+use App\Filament\Company\Resources\Purchases\VendorResource\Pages;
+use App\Filament\Forms\Components\CreateCurrencySelect;
+use App\Filament\Forms\Components\CustomSection;
+use App\Filament\Forms\Components\PhoneBuilder;
+use App\Models\Common\Vendor;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+
+class VendorResource extends Resource
+{
+    protected static ?string $model = Vendor::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General Information')
+                    ->schema([
+                        Forms\Components\Group::make()
+                            ->columns(2)
+                            ->schema([
+                                Forms\Components\TextInput::make('name')
+                                    ->label('Vendor Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\Radio::make('type')
+                                    ->label('Vendor Type')
+                                    ->required()
+                                    ->live()
+                                    ->options(VendorType::class)
+                                    ->default(VendorType::Regular)
+                                    ->columnSpanFull(),
+                                CreateCurrencySelect::make('currency_code')
+                                    ->relationship('currency', 'name')
+                                    ->nullable()
+                                    ->visible(fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Regular),
+                                Forms\Components\Select::make('contractor_type')
+                                    ->label('Contractor Type')
+                                    ->required()
+                                    ->live()
+                                    ->visible(fn (Forms\Get $get) => VendorType::parse($get('type')) === VendorType::Contractor)
+                                    ->options(ContractorType::class),
+                                Forms\Components\TextInput::make('ssn')
+                                    ->label('Social Security Number')
+                                    ->required()
+                                    ->live()
+                                    ->mask('999-99-9999')
+                                    ->stripCharacters('-')
+                                    ->maxLength(11)
+                                    ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Individual)
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('ein')
+                                    ->label('Employer Identification Number')
+                                    ->required()
+                                    ->live()
+                                    ->mask('99-9999999')
+                                    ->stripCharacters('-')
+                                    ->maxLength(10)
+                                    ->visible(fn (Forms\Get $get) => ContractorType::parse($get('contractor_type')) === ContractorType::Business)
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('account_number')
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('website')
+                                    ->maxLength(255),
+                                Forms\Components\Textarea::make('notes')
+                                    ->columnSpanFull(),
+                            ]),
+                        CustomSection::make('Primary Contact')
+                            ->relationship('contact')
+                            ->contained(false)
+                            ->schema([
+                                Forms\Components\Hidden::make('is_primary')
+                                    ->default(true),
+                                Forms\Components\TextInput::make('first_name')
+                                    ->label('First Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('last_name')
+                                    ->label('Last Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('email')
+                                    ->label('Email')
+                                    ->required()
+                                    ->email()
+                                    ->columnSpanFull()
+                                    ->maxLength(255),
+                                PhoneBuilder::make('phones')
+                                    ->hiddenLabel()
+                                    ->blockLabels(false)
+                                    ->default([
+                                        ['type' => 'primary'],
+                                    ])
+                                    ->columnSpanFull()
+                                    ->blocks([
+                                        Forms\Components\Builder\Block::make('primary')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Phone')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('mobile')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Mobile')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('toll_free')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Toll Free')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('fax')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Fax')
+                                                    ->live()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                    ])
+                                    ->deletable(fn (PhoneBuilder $builder) => $builder->getItemsCount() > 1)
+                                    ->reorderable(false)
+                                    ->blockNumbers(false)
+                                    ->addActionLabel('Add Phone'),
+                            ])->columns(),
+                    ])->columns(1),
+                Forms\Components\Section::make('Address Information')
+                    ->relationship('address')
+                    ->schema([
+                        Forms\Components\Hidden::make('type')
+                            ->default('general'),
+                        Forms\Components\TextInput::make('address_line_1')
+                            ->label('Address Line 1')
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('address_line_2')
+                            ->label('Address Line 2')
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('city')
+                            ->label('City')
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('state')
+                            ->label('State')
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('postal_code')
+                            ->label('Postal Code / Zip Code')
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\TextInput::make('country')
+                            ->label('Country')
+                            ->required()
+                            ->maxLength(255),
+                    ])
+                    ->columns(2),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('type')
+                    ->badge()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('name')
+                    ->searchable()
+                    ->description(fn (Vendor $vendor) => $vendor->contact?->full_name),
+                Tables\Columns\TextColumn::make('contact.email')
+                    ->label('Email')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('primaryContact.phones')
+                    ->label('Phone')
+                    ->state(fn (Vendor $vendor) => $vendor->contact?->first_available_phone),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListVendors::route('/'),
+            'create' => Pages\CreateVendor::route('/create'),
+            'edit' => Pages\EditVendor::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Company/Resources/Purchases/VendorResource/Pages/CreateVendor.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Purchases\VendorResource;
+use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class CreateVendor extends CreateRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = VendorResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FiveExtraLarge;
+    }
+}

app/Filament/Company/Resources/Purchases/VendorResource/Pages/EditVendor.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Purchases\VendorResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class EditVendor extends EditRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = VendorResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FiveExtraLarge;
+    }
+}

app/Filament/Company/Resources/Purchases/VendorResource/Pages/ListVendors.php

+<?php
+
+namespace App\Filament\Company\Resources\Purchases\VendorResource\Pages;
+
+use App\Filament\Company\Resources\Purchases\VendorResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
+
+class ListVendors extends ListRecords
+{
+    protected static string $resource = VendorResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+}

app/Filament/Company/Resources/Sales/ClientResource.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales;
+
+use App\Filament\Company\Resources\Sales\ClientResource\Pages;
+use App\Filament\Forms\Components\CreateCurrencySelect;
+use App\Filament\Forms\Components\CustomSection;
+use App\Filament\Forms\Components\PhoneBuilder;
+use App\Models\Common\Client;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\Resource;
+use Filament\Tables;
+use Filament\Tables\Table;
+
+class ClientResource extends Resource
+{
+    protected static ?string $model = Client::class;
+
+    public static function form(Form $form): Form
+    {
+        return $form
+            ->schema([
+                Forms\Components\Section::make('General Information')
+                    ->schema([
+                        Forms\Components\Group::make()
+                            ->columns()
+                            ->schema([
+                                Forms\Components\TextInput::make('name')
+                                    ->label('Client Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('account_number')
+                                    ->maxLength(255)
+                                    ->columnStart(1),
+                                Forms\Components\TextInput::make('website')
+                                    ->maxLength(255),
+                                Forms\Components\Textarea::make('notes')
+                                    ->columnSpanFull(),
+                            ]),
+                        CustomSection::make('Primary Contact')
+                            ->relationship('primaryContact')
+                            ->contained(false)
+                            ->schema([
+                                Forms\Components\Hidden::make('is_primary')
+                                    ->default(true),
+                                Forms\Components\TextInput::make('first_name')
+                                    ->label('First Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('last_name')
+                                    ->label('Last Name')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('email')
+                                    ->label('Email')
+                                    ->required()
+                                    ->email()
+                                    ->columnSpanFull()
+                                    ->maxLength(255),
+                                PhoneBuilder::make('phones')
+                                    ->hiddenLabel()
+                                    ->blockLabels(false)
+                                    ->default([
+                                        ['type' => 'primary'],
+                                    ])
+                                    ->columnSpanFull()
+                                    ->blocks([
+                                        Forms\Components\Builder\Block::make('primary')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Phone')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('mobile')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Mobile')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('toll_free')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Toll Free')
+                                                    ->required()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                        Forms\Components\Builder\Block::make('fax')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Fax')
+                                                    ->live()
+                                                    ->maxLength(15),
+                                            ])->maxItems(1),
+                                    ])
+                                    ->deletable(fn (PhoneBuilder $builder) => $builder->getItemsCount() > 1)
+                                    ->reorderable(false)
+                                    ->blockNumbers(false)
+                                    ->addActionLabel('Add Phone'),
+                            ])->columns(),
+                        Forms\Components\Repeater::make('secondaryContacts')
+                            ->relationship()
+                            ->hiddenLabel()
+                            ->extraAttributes([
+                                'class' => 'uncontained',
+                            ])
+                            ->columns()
+                            ->defaultItems(0)
+                            ->maxItems(3)
+                            ->itemLabel(function (Forms\Components\Repeater $component, array $state): ?string {
+                                if ($component->getItemsCount() === 1) {
+                                    return 'Secondary Contact';
+                                }
+
+                                $firstName = $state['first_name'] ?? null;
+                                $lastName = $state['last_name'] ?? null;
+
+                                if ($firstName && $lastName) {
+                                    return "{$firstName} {$lastName}";
+                                }
+
+                                if ($firstName) {
+                                    return $firstName;
+                                }
+
+                                return 'Secondary Contact';
+                            })
+                            ->addActionLabel('Add Contact')
+                            ->schema([
+                                Forms\Components\TextInput::make('first_name')
+                                    ->label('First Name')
+                                    ->required()
+                                    ->live(onBlur: true)
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('last_name')
+                                    ->label('Last Name')
+                                    ->required()
+                                    ->live(onBlur: true)
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('email')
+                                    ->label('Email')
+                                    ->required()
+                                    ->email()
+                                    ->maxLength(255),
+                                PhoneBuilder::make('phones')
+                                    ->hiddenLabel()
+                                    ->blockLabels(false)
+                                    ->default([
+                                        ['type' => 'primary'],
+                                    ])
+                                    ->blocks([
+                                        Forms\Components\Builder\Block::make('primary')
+                                            ->schema([
+                                                Forms\Components\TextInput::make('number')
+                                                    ->label('Phone')
+                                                    ->required()
+                                                    ->maxLength(255),
+                                            ])->maxItems(1),
+                                    ])
+                                    ->addable(false)
+                                    ->deletable(false)
+                                    ->reorderable(false)
+                                    ->blockNumbers(false),
+                            ]),
+                    ])->columns(1),
+                Forms\Components\Section::make('Billing')
+                    ->schema([
+                        CreateCurrencySelect::make('currency_code')
+                            ->relationship('currency', 'name'),
+                        CustomSection::make('Billing Address')
+                            ->relationship('billingAddress')
+                            ->contained(false)
+                            ->schema([
+                                Forms\Components\Hidden::make('type')
+                                    ->default('billing'),
+                                Forms\Components\TextInput::make('address_line_1')
+                                    ->label('Address Line 1')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('address_line_2')
+                                    ->label('Address Line 2')
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('city')
+                                    ->label('City')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('state')
+                                    ->label('State')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('postal_code')
+                                    ->label('Postal Code / Zip Code')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('country')
+                                    ->label('Country')
+                                    ->required()
+                                    ->maxLength(255),
+                            ])->columns(),
+                    ])
+                    ->columns(1),
+                Forms\Components\Section::make('Shipping')
+                    ->relationship('shippingAddress')
+                    ->schema([
+                        Forms\Components\TextInput::make('recipient')
+                            ->label('Recipient')
+                            ->required()
+                            ->maxLength(255),
+                        Forms\Components\Hidden::make('type')
+                            ->default('shipping'),
+                        Forms\Components\TextInput::make('phone')
+                            ->label('Phone')
+                            ->required()
+                            ->maxLength(255),
+                        CustomSection::make('Shipping Address')
+                            ->contained(false)
+                            ->schema([
+                                Forms\Components\TextInput::make('address_line_1')
+                                    ->label('Address Line 1')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('address_line_2')
+                                    ->label('Address Line 2')
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('city')
+                                    ->label('City')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('state')
+                                    ->label('State')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('postal_code')
+                                    ->label('Postal Code / Zip Code')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\TextInput::make('country')
+                                    ->label('Country')
+                                    ->required()
+                                    ->maxLength(255),
+                                Forms\Components\Textarea::make('notes')
+                                    ->label('Delivery Instructions')
+                                    ->maxLength(255)
+                                    ->columnSpanFull(),
+                            ])->columns(),
+                    ])->columns(),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                Tables\Columns\TextColumn::make('name')
+                    ->searchable()
+                    ->description(fn (Client $client) => $client->primaryContact->full_name),
+                Tables\Columns\TextColumn::make('primaryContact.email')
+                    ->label('Email')
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('primaryContact.phones')
+                    ->label('Phone')
+                    ->state(fn (Client $client) => $client->primaryContact->first_available_phone),
+            ])
+            ->filters([
+                //
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make(),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListClients::route('/'),
+            'create' => Pages\CreateClient::route('/create'),
+            'edit' => Pages\EditClient::route('/{record}/edit'),
+        ];
+    }
+}

app/Filament/Company/Resources/Sales/ClientResource/Pages/CreateClient.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\ClientResource;
+use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class CreateClient extends CreateRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = ClientResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FiveExtraLarge;
+    }
+}

app/Filament/Company/Resources/Sales/ClientResource/Pages/EditClient.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\ClientResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class EditClient extends EditRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = ClientResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::FiveExtraLarge;
+    }
+}

app/Filament/Company/Resources/Sales/ClientResource/Pages/ListClients.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\ClientResource\Pages;
+
+use App\Filament\Company\Resources\Sales\ClientResource;
+use Filament\Actions;
+use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
+
+class ListClients extends ListRecords
+{
+    protected static string $resource = ClientResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales;
+
+use App\Collections\Accounting\InvoiceCollection;
+use App\Enums\Accounting\InvoiceStatus;
+use App\Enums\Accounting\PaymentMethod;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+use App\Filament\Company\Resources\Sales\InvoiceResource\RelationManagers;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
+use App\Filament\Tables\Actions\ReplicateBulkAction;
+use App\Filament\Tables\Filters\DateRangeFilter;
+use App\Models\Accounting\Adjustment;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Accounting\Invoice;
+use App\Models\Banking\BankAccount;
+use App\Models\Common\Offering;
+use App\Utilities\Currency\CurrencyConverter;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Closure;
+use Filament\Forms;
+use Filament\Forms\Components\FileUpload;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Resources\Resource;
+use Filament\Support\Enums\Alignment;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Collection;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Auth;
+use Livewire\Features\SupportFileUploads\TemporaryUploadedFile;
+
+class InvoiceResource extends Resource
+{
+    protected static ?string $model = Invoice::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        $company = Auth::user()->currentCompany;
+
+        return $form
+            ->schema([
+                Forms\Components\Section::make('Invoice Header')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                FileUpload::make('logo')
+                                    ->openable()
+                                    ->maxSize(1024)
+                                    ->localizeLabel()
+                                    ->visibility('public')
+                                    ->disk('public')
+                                    ->directory('logos/document')
+                                    ->imageResizeMode('contain')
+                                    ->imageCropAspectRatio('3:2')
+                                    ->panelAspectRatio('3:2')
+                                    ->maxWidth(MaxWidth::ExtraSmall)
+                                    ->panelLayout('integrated')
+                                    ->removeUploadedFileButtonPosition('center bottom')
+                                    ->uploadButtonPosition('center bottom')
+                                    ->uploadProgressIndicatorPosition('center bottom')
+                                    ->getUploadedFileNameForStorageUsing(
+                                        static fn (TemporaryUploadedFile $file): string => (string) str($file->getClientOriginalName())
+                                            ->prepend(Auth::user()->currentCompany->id . '_'),
+                                    )
+                                    ->acceptedFileTypes(['image/png', 'image/jpeg', 'image/gif']),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('header')
+                                    ->default(fn () => $company->defaultInvoice->header),
+                                Forms\Components\TextInput::make('subheader')
+                                    ->default(fn () => $company->defaultInvoice->subheader),
+                                Forms\Components\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,
+                                    ]),
+                            ])->grow(true),
+                        ])->from('md'),
+                    ]),
+                Forms\Components\Section::make('Invoice Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('client_id')
+                                    ->relationship('client', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required(),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('invoice_number')
+                                    ->label('Invoice Number')
+                                    ->default(fn () => Invoice::getNextDocumentNumber()),
+                                Forms\Components\TextInput::make('order_number')
+                                    ->label('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Invoice Date')
+                                    ->live()
+                                    ->default(now())
+                                    ->disabled(function (?Invoice $record) {
+                                        return $record?->hasPayments();
+                                    })
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $date = $state;
+                                        $dueDate = $get('due_date');
+
+                                        if ($date && $dueDate && $date > $dueDate) {
+                                            $set('due_date', $date);
+                                        }
+                                    }),
+                                Forms\Components\DatePicker::make('due_date')
+                                    ->label('Payment Due')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultInvoice->payment_terms->getDays());
+                                    })
+                                    ->minDate(static function (Forms\Get $get) {
+                                        return $get('date') ?? now();
+                                    }),
+                            ])->grow(true),
+                        ])->from('md'),
+                        TableRepeater::make('lineItems')
+                            ->relationship()
+                            ->saveRelationshipsUsing(function (TableRepeater $component, Forms\Contracts\HasForms $livewire, ?array $state) {
+                                if (! is_array($state)) {
+                                    $state = [];
+                                }
+
+                                $relationship = $component->getRelationship();
+
+                                $existingRecords = $component->getCachedExistingRecords();
+
+                                $recordsToDelete = [];
+
+                                foreach ($existingRecords->pluck($relationship->getRelated()->getKeyName()) as $keyToCheckForDeletion) {
+                                    if (array_key_exists("record-{$keyToCheckForDeletion}", $state)) {
+                                        continue;
+                                    }
+
+                                    $recordsToDelete[] = $keyToCheckForDeletion;
+                                    $existingRecords->forget("record-{$keyToCheckForDeletion}");
+                                }
+
+                                $relationship
+                                    ->whereKey($recordsToDelete)
+                                    ->get()
+                                    ->each(static fn (Model $record) => $record->delete());
+
+                                $childComponentContainers = $component->getChildComponentContainers(
+                                    withHidden: $component->shouldSaveRelationshipsWhenHidden(),
+                                );
+
+                                $itemOrder = 1;
+                                $orderColumn = $component->getOrderColumn();
+
+                                $translatableContentDriver = $livewire->makeFilamentTranslatableContentDriver();
+
+                                foreach ($childComponentContainers as $itemKey => $item) {
+                                    $itemData = $item->getState(shouldCallHooksBefore: false);
+
+                                    if ($orderColumn) {
+                                        $itemData[$orderColumn] = $itemOrder;
+
+                                        $itemOrder++;
+                                    }
+
+                                    if ($record = ($existingRecords[$itemKey] ?? null)) {
+                                        $itemData = $component->mutateRelationshipDataBeforeSave($itemData, record: $record);
+
+                                        if ($itemData === null) {
+                                            continue;
+                                        }
+
+                                        $translatableContentDriver ?
+                                            $translatableContentDriver->updateRecord($record, $itemData) :
+                                            $record->fill($itemData)->save();
+
+                                        continue;
+                                    }
+
+                                    $relatedModel = $component->getRelatedModel();
+
+                                    $itemData = $component->mutateRelationshipDataBeforeCreate($itemData);
+
+                                    if ($itemData === null) {
+                                        continue;
+                                    }
+
+                                    if ($translatableContentDriver) {
+                                        $record = $translatableContentDriver->makeRecord($relatedModel, $itemData);
+                                    } else {
+                                        $record = new $relatedModel;
+                                        $record->fill($itemData);
+                                    }
+
+                                    $record = $relationship->save($record);
+                                    $item->model($record)->saveRelationships();
+                                    $existingRecords->push($record);
+                                }
+
+                                $component->getRecord()->setRelation($component->getRelationshipName(), $existingRecords);
+
+                                /** @var Invoice $invoice */
+                                $invoice = $component->getRecord();
+
+                                // Recalculate totals for line items
+                                $invoice->lineItems()->each(function (DocumentLineItem $lineItem) {
+                                    $lineItem->updateQuietly([
+                                        'tax_total' => $lineItem->calculateTaxTotal()->getAmount(),
+                                        'discount_total' => $lineItem->calculateDiscountTotal()->getAmount(),
+                                    ]);
+                                });
+
+                                $subtotal = $invoice->lineItems()->sum('subtotal') / 100;
+                                $taxTotal = $invoice->lineItems()->sum('tax_total') / 100;
+                                $discountTotal = $invoice->lineItems()->sum('discount_total') / 100;
+                                $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+                                $invoice->updateQuietly([
+                                    'subtotal' => $subtotal,
+                                    'tax_total' => $taxTotal,
+                                    'discount_total' => $discountTotal,
+                                    'total' => $grandTotal,
+                                ]);
+
+                                if ($invoice->approved_at && $invoice->approvalTransaction) {
+                                    $invoice->updateApprovalTransaction();
+                                }
+                            })
+                            ->headers([
+                                Header::make('Items')->width('15%'),
+                                Header::make('Description')->width('25%'),
+                                Header::make('Quantity')->width('10%'),
+                                Header::make('Price')->width('10%'),
+                                Header::make('Taxes')->width('15%'),
+                                Header::make('Discounts')->width('15%'),
+                                Header::make('Amount')->width('10%')->align('right'),
+                            ])
+                            ->schema([
+                                Forms\Components\Select::make('offering_id')
+                                    ->relationship('sellableOffering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::with(['salesTaxes', 'salesDiscounts'])->find($offeringId);
+
+                                        if ($offeringRecord) {
+                                            $set('description', $offeringRecord->description);
+                                            $set('unit_price', $offeringRecord->price);
+                                            $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray());
+                                            $set('salesDiscounts', $offeringRecord->salesDiscounts->pluck('id')->toArray());
+                                        }
+                                    }),
+                                Forms\Components\TextInput::make('description'),
+                                Forms\Components\TextInput::make('quantity')
+                                    ->required()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(1),
+                                Forms\Components\TextInput::make('unit_price')
+                                    ->hiddenLabel()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(0),
+                                Forms\Components\Select::make('salesTaxes')
+                                    ->relationship('salesTaxes', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Select::make('salesDiscounts')
+                                    ->relationship('salesDiscounts', 'name')
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Placeholder::make('total')
+                                    ->hiddenLabel()
+                                    ->content(function (Forms\Get $get) {
+                                        $quantity = max((float) ($get('quantity') ?? 0), 0);
+                                        $unitPrice = max((float) ($get('unit_price') ?? 0), 0);
+                                        $salesTaxes = $get('salesTaxes') ?? [];
+                                        $salesDiscounts = $get('salesDiscounts') ?? [];
+
+                                        $subtotal = $quantity * $unitPrice;
+
+                                        // Calculate tax amount based on subtotal
+                                        $taxAmount = 0;
+                                        if (! empty($salesTaxes)) {
+                                            $taxRates = Adjustment::whereIn('id', $salesTaxes)->pluck('rate');
+                                            $taxAmount = collect($taxRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Calculate discount amount based on subtotal
+                                        $discountAmount = 0;
+                                        if (! empty($salesDiscounts)) {
+                                            $discountRates = Adjustment::whereIn('id', $salesDiscounts)->pluck('rate');
+                                            $discountAmount = collect($discountRates)->sum(fn ($rate) => $subtotal * ($rate / 100));
+                                        }
+
+                                        // Final total
+                                        $total = $subtotal + ($taxAmount - $discountAmount);
+
+                                        return CurrencyConverter::formatToMoney($total);
+                                    }),
+                            ]),
+                        Forms\Components\Grid::make(6)
+                            ->schema([
+                                Forms\Components\ViewField::make('totals')
+                                    ->columnStart(5)
+                                    ->columnSpan(2)
+                                    ->view('filament.forms.components.invoice-totals'),
+                            ]),
+                        Forms\Components\Textarea::make('terms')
+                            ->columnSpanFull(),
+                    ]),
+                Forms\Components\Section::make('Invoice Footer')
+                    ->collapsible()
+                    ->schema([
+                        Forms\Components\Textarea::make('footer')
+                            ->columnSpanFull(),
+                    ]),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->defaultSort('due_date')
+            ->columns([
+                Tables\Columns\TextColumn::make('status')
+                    ->badge()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('due_date')
+                    ->label('Due')
+                    ->asRelativeDay()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('invoice_number')
+                    ->label('Number')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('client.name')
+                    ->sortable()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('total')
+                    ->currency()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_paid')
+                    ->label('Amount Paid')
+                    ->currency()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('amount_due')
+                    ->label('Amount Due')
+                    ->currency()
+                    ->sortable(),
+            ])
+            ->filters([
+                Tables\Filters\SelectFilter::make('client')
+                    ->relationship('client', 'name')
+                    ->searchable()
+                    ->preload(),
+                Tables\Filters\SelectFilter::make('status')
+                    ->options(InvoiceStatus::class)
+                    ->native(false),
+                Tables\Filters\TernaryFilter::make('has_payments')
+                    ->label('Has Payments')
+                    ->queries(
+                        true: fn (Builder $query) => $query->whereHas('payments'),
+                        false: fn (Builder $query) => $query->whereDoesntHave('payments'),
+                    ),
+                DateRangeFilter::make('date')
+                    ->fromLabel('From Date')
+                    ->untilLabel('To Date')
+                    ->indicatorLabel('Date'),
+                DateRangeFilter::make('due_date')
+                    ->fromLabel('From Due Date')
+                    ->untilLabel('To Due Date')
+                    ->indicatorLabel('Due'),
+            ])
+            ->actions([
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make(),
+                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\DeleteAction::make(),
+                    Invoice::getReplicateAction(Tables\Actions\ReplicateAction::class),
+                    Invoice::getApproveDraftAction(Tables\Actions\Action::class),
+                    Invoice::getMarkAsSentAction(Tables\Actions\Action::class),
+                    Tables\Actions\Action::make('recordPayment')
+                        ->label(fn (Invoice $record) => $record->status === InvoiceStatus::Overpaid ? 'Refund Overpayment' : 'Record Payment')
+                        ->stickyModalHeader()
+                        ->stickyModalFooter()
+                        ->modalFooterActionsAlignment(Alignment::End)
+                        ->modalWidth(MaxWidth::TwoExtraLarge)
+                        ->icon('heroicon-o-credit-card')
+                        ->visible(function (Invoice $record) {
+                            return $record->canRecordPayment();
+                        })
+                        ->mountUsing(function (Invoice $record, Form $form) {
+                            $form->fill([
+                                'posted_at' => now(),
+                                'amount' => $record->status === InvoiceStatus::Overpaid ? ltrim($record->amount_due, '-') : $record->amount_due,
+                            ]);
+                        })
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Payment Recorded')
+                        ->form([
+                            Forms\Components\DatePicker::make('posted_at')
+                                ->label('Date'),
+                            Forms\Components\TextInput::make('amount')
+                                ->label('Amount')
+                                ->required()
+                                ->money()
+                                ->live(onBlur: true)
+                                ->helperText(function (Invoice $record, $state) {
+                                    if (! CurrencyConverter::isValidAmount($state)) {
+                                        return null;
+                                    }
+
+                                    $amountDue = $record->getRawOriginal('amount_due');
+
+                                    $amount = CurrencyConverter::convertToCents($state);
+
+                                    if ($amount <= 0) {
+                                        return 'Please enter a valid positive amount';
+                                    }
+
+                                    if ($record->status === InvoiceStatus::Overpaid) {
+                                        $newAmountDue = $amountDue + $amount;
+                                    } else {
+                                        $newAmountDue = $amountDue - $amount;
+                                    }
+
+                                    return match (true) {
+                                        $newAmountDue > 0 => 'Amount due after payment will be ' . CurrencyConverter::formatCentsToMoney($newAmountDue),
+                                        $newAmountDue === 0 => 'Invoice will be fully paid',
+                                        default => 'Invoice will be overpaid by ' . CurrencyConverter::formatCentsToMoney(abs($newAmountDue)),
+                                    };
+                                })
+                                ->rules([
+                                    static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                                        if (! CurrencyConverter::isValidAmount($value)) {
+                                            $fail('Please enter a valid amount');
+                                        }
+                                    },
+                                ]),
+                            Forms\Components\Select::make('payment_method')
+                                ->label('Payment Method')
+                                ->required()
+                                ->options(PaymentMethod::class),
+                            Forms\Components\Select::make('bank_account_id')
+                                ->label('Account')
+                                ->required()
+                                ->options(BankAccount::query()
+                                    ->get()
+                                    ->pluck('account.name', 'id'))
+                                ->searchable(),
+                            Forms\Components\Textarea::make('notes')
+                                ->label('Notes'),
+                        ])
+                        ->action(function (Invoice $record, Tables\Actions\Action $action, array $data) {
+                            $record->recordPayment($data);
+
+                            $action->success();
+                        }),
+                ]),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                    ReplicateBulkAction::make()
+                        ->label('Replicate')
+                        ->modalWidth(MaxWidth::Large)
+                        ->modalDescription('Replicating invoices will also replicate their line items. Are you sure you want to proceed?')
+                        ->successNotificationTitle('Invoices Replicated Successfully')
+                        ->failureNotificationTitle('Failed to Replicate Invoices')
+                        ->databaseTransaction()
+                        ->deselectRecordsAfterCompletion()
+                        ->excludeAttributes([
+                            'status',
+                            'amount_paid',
+                            'amount_due',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                            'invoice_number',
+                            'date',
+                            'due_date',
+                        ])
+                        ->beforeReplicaSaved(function (Invoice $replica) {
+                            $replica->status = InvoiceStatus::Draft;
+                            $replica->invoice_number = Invoice::getNextDocumentNumber();
+                            $replica->date = now();
+                            $replica->due_date = now()->addDays($replica->company->defaultInvoice->payment_terms->getDays());
+                        })
+                        ->withReplicatedRelationships(['lineItems'])
+                        ->withExcludedRelationshipAttributes('lineItems', [
+                            'subtotal',
+                            'total',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                        ]),
+                    Tables\Actions\BulkAction::make('approveDrafts')
+                        ->label('Approve')
+                        ->icon('heroicon-o-check-circle')
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Invoices Approved')
+                        ->failureNotificationTitle('Failed to Approve Invoices')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $containsNonDrafts = $records->contains(fn (Invoice $record) => ! $record->isDraft());
+
+                            if ($containsNonDrafts) {
+                                Notification::make()
+                                    ->title('Approval Failed')
+                                    ->body('Only draft invoices can be approved. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Invoice $record) {
+                                $record->approveDraft();
+                            });
+
+                            $action->success();
+                        }),
+                    Tables\Actions\BulkAction::make('markAsSent')
+                        ->label('Mark as Sent')
+                        ->icon('heroicon-o-paper-airplane')
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Invoices Sent')
+                        ->failureNotificationTitle('Failed to Mark Invoices as Sent')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $doesntContainUnsent = $records->contains(fn (Invoice $record) => $record->status !== InvoiceStatus::Unsent);
+
+                            if ($doesntContainUnsent) {
+                                Notification::make()
+                                    ->title('Sending Failed')
+                                    ->body('Only unsent invoices can be marked as sent. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Invoice $record) {
+                                $record->updateQuietly([
+                                    'status' => InvoiceStatus::Sent,
+                                ]);
+                            });
+
+                            $action->success();
+                        }),
+                    Tables\Actions\BulkAction::make('recordPayments')
+                        ->label('Record Payments')
+                        ->icon('heroicon-o-credit-card')
+                        ->stickyModalHeader()
+                        ->stickyModalFooter()
+                        ->modalFooterActionsAlignment(Alignment::End)
+                        ->modalWidth(MaxWidth::TwoExtraLarge)
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Payments Recorded')
+                        ->failureNotificationTitle('Failed to Record Payments')
+                        ->deselectRecordsAfterCompletion()
+                        ->beforeFormFilled(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $cantRecordPayments = $records->contains(fn (Invoice $record) => ! $record->canBulkRecordPayment());
+
+                            if ($cantRecordPayments) {
+                                Notification::make()
+                                    ->title('Payment Recording Failed')
+                                    ->body('Invoices that are either draft, paid, overpaid, or voided cannot be processed through bulk payments. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->mountUsing(function (InvoiceCollection $records, Form $form) {
+                            $totalAmountDue = $records->sumMoneyFormattedSimple('amount_due');
+
+                            $form->fill([
+                                'posted_at' => now(),
+                                'amount' => $totalAmountDue,
+                            ]);
+                        })
+                        ->form([
+                            Forms\Components\DatePicker::make('posted_at')
+                                ->label('Date'),
+                            Forms\Components\TextInput::make('amount')
+                                ->label('Amount')
+                                ->required()
+                                ->money()
+                                ->rules([
+                                    static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                                        if (! CurrencyConverter::isValidAmount($value)) {
+                                            $fail('Please enter a valid amount');
+                                        }
+                                    },
+                                ]),
+                            Forms\Components\Select::make('payment_method')
+                                ->label('Payment Method')
+                                ->required()
+                                ->options(PaymentMethod::class),
+                            Forms\Components\Select::make('bank_account_id')
+                                ->label('Account')
+                                ->required()
+                                ->options(BankAccount::query()
+                                    ->get()
+                                    ->pluck('account.name', 'id'))
+                                ->searchable(),
+                            Forms\Components\Textarea::make('notes')
+                                ->label('Notes'),
+                        ])
+                        ->before(function (InvoiceCollection $records, Tables\Actions\BulkAction $action, array $data) {
+                            $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']);
+                            $totalAmountDue = $records->sumMoneyInCents('amount_due');
+
+                            if ($totalPaymentAmount > $totalAmountDue) {
+                                $formattedTotalAmountDue = CurrencyConverter::formatCentsToMoney($totalAmountDue);
+
+                                Notification::make()
+                                    ->title('Excess Payment Amount')
+                                    ->body("The payment amount exceeds the total amount due of {$formattedTotalAmountDue}. Please adjust the payment amount and try again.")
+                                    ->persistent()
+                                    ->warning()
+                                    ->send();
+
+                                $action->halt(true);
+                            }
+                        })
+                        ->action(function (InvoiceCollection $records, Tables\Actions\BulkAction $action, array $data) {
+                            $totalPaymentAmount = CurrencyConverter::convertToCents($data['amount']);
+
+                            $remainingAmount = $totalPaymentAmount;
+
+                            $records->each(function (Invoice $record) use (&$remainingAmount, $data) {
+                                $amountDue = $record->getRawOriginal('amount_due');
+
+                                if ($amountDue <= 0 || $remainingAmount <= 0) {
+                                    return;
+                                }
+
+                                $paymentAmount = min($amountDue, $remainingAmount);
+
+                                $data['amount'] = CurrencyConverter::convertCentsToFormatSimple($paymentAmount);
+
+                                $record->recordPayment($data);
+
+                                $remainingAmount -= $paymentAmount;
+                            });
+
+                            $action->success();
+                        }),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            RelationManagers\PaymentsRelationManager::class,
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListInvoices::route('/'),
+            'create' => Pages\CreateInvoice::route('/create'),
+            'view' => Pages\ViewInvoice::route('/{record}'),
+            'edit' => Pages\EditInvoice::route('/{record}/edit'),
+        ];
+    }
+
+    public static function getWidgets(): array
+    {
+        return [
+            Widgets\InvoiceOverview::class,
+        ];
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/CreateInvoice.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class CreateInvoice extends CreateRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = InvoiceResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/EditInvoice.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
+
+class EditInvoice extends EditRecord
+{
+    use RedirectToListPage;
+
+    protected static string $resource = InvoiceResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/ListInvoices.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
+use App\Models\Accounting\Invoice;
+use Filament\Actions;
+use Filament\Pages\Concerns\ExposesTableToWidgets;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListInvoices extends ListRecords
+{
+    use ExposesTableToWidgets;
+
+    protected static string $resource = InvoiceResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+
+    protected function getHeaderWidgets(): array
+    {
+        return [
+            Widgets\InvoiceOverview::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
+    public function getTabs(): array
+    {
+        return [
+            'all' => Tab::make()
+                ->label('All'),
+
+            'unpaid' => Tab::make()
+                ->label('Unpaid')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->unpaid();
+                })
+                ->badge(Invoice::unpaid()->count()),
+
+            'draft' => Tab::make()
+                ->label('Draft')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->where('status', InvoiceStatus::Draft);
+                })
+                ->badge(Invoice::where('status', InvoiceStatus::Draft)->count()),
+        ];
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/Pages/ViewInvoice.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
+
+use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Models\Accounting\Invoice;
+use Filament\Actions;
+use Filament\Infolists\Components\Section;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Infolist;
+use Filament\Resources\Pages\ViewRecord;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\IconPosition;
+use Filament\Support\Enums\IconSize;
+
+class ViewInvoice extends ViewRecord
+{
+    protected static string $resource = InvoiceResource::class;
+
+    protected $listeners = [
+        'refresh' => '$refresh',
+    ];
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\ActionGroup::make([
+                Actions\EditAction::make(),
+                Actions\DeleteAction::make(),
+                Invoice::getApproveDraftAction(),
+                Invoice::getMarkAsSentAction(),
+                Invoice::getReplicateAction(),
+            ])
+                ->label('Actions')
+                ->button()
+                ->outlined()
+                ->dropdownPlacement('bottom-end')
+                ->icon('heroicon-c-chevron-down')
+                ->iconSize(IconSize::Small)
+                ->iconPosition(IconPosition::After),
+        ];
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
+            ->schema([
+                Section::make('Invoice Details')
+                    ->columns(4)
+                    ->schema([
+                        TextEntry::make('invoice_number')
+                            ->label('Invoice #'),
+                        TextEntry::make('status')
+                            ->badge(),
+                        TextEntry::make('client.name')
+                            ->label('Client')
+                            ->color('primary')
+                            ->weight(FontWeight::SemiBold)
+                            ->url(static fn (Invoice $record) => ClientResource::getUrl('edit', ['record' => $record->client_id])),
+                        TextEntry::make('total')
+                            ->label('Total')
+                            ->money(),
+                        TextEntry::make('amount_due')
+                            ->label('Amount Due')
+                            ->money(),
+                        TextEntry::make('date')
+                            ->label('Date')
+                            ->date(),
+                        TextEntry::make('due_date')
+                            ->label('Due')
+                            ->asRelativeDay(),
+                        TextEntry::make('approved_at')
+                            ->label('Approved At')
+                            ->placeholder('Not Approved')
+                            ->date(),
+                        TextEntry::make('last_sent')
+                            ->label('Last Sent')
+                            ->placeholder('Never')
+                            ->date(),
+                        TextEntry::make('paid_at')
+                            ->label('Paid At')
+                            ->placeholder('Not Paid')
+                            ->date(),
+                    ]),
+            ]);
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/RelationManagers/PaymentsRelationManager.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\RelationManagers;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Enums\Accounting\PaymentMethod;
+use App\Enums\Accounting\TransactionType;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Pages\ViewInvoice;
+use App\Models\Accounting\Invoice;
+use App\Models\Accounting\Transaction;
+use App\Models\Banking\BankAccount;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Closure;
+use Filament\Forms;
+use Filament\Forms\Form;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Support\Colors\Color;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Model;
+
+class PaymentsRelationManager extends RelationManager
+{
+    protected static string $relationship = 'payments';
+
+    protected static ?string $modelLabel = 'Payment';
+
+    protected $listeners = [
+        'refresh' => '$refresh',
+    ];
+
+    public function isReadOnly(): bool
+    {
+        return false;
+    }
+
+    public static function canViewForRecord(Model $ownerRecord, string $pageClass): bool
+    {
+        return $ownerRecord->status !== InvoiceStatus::Draft && $pageClass === ViewInvoice::class;
+    }
+
+    public function form(Form $form): Form
+    {
+        return $form
+            ->columns(1)
+            ->schema([
+                Forms\Components\DatePicker::make('posted_at')
+                    ->label('Date'),
+                Forms\Components\TextInput::make('amount')
+                    ->label('Amount')
+                    ->required()
+                    ->money()
+                    ->live(onBlur: true)
+                    ->helperText(function (RelationManager $livewire, $state, ?Transaction $record) {
+                        if (! CurrencyConverter::isValidAmount($state)) {
+                            return null;
+                        }
+
+                        /** @var Invoice $ownerRecord */
+                        $ownerRecord = $livewire->getOwnerRecord();
+
+                        $amountDue = $ownerRecord->getRawOriginal('amount_due');
+
+                        $amount = CurrencyConverter::convertToCents($state);
+
+                        if ($amount <= 0) {
+                            return 'Please enter a valid positive amount';
+                        }
+
+                        $currentPaymentAmount = $record?->getRawOriginal('amount') ?? 0;
+
+                        if ($ownerRecord->status === InvoiceStatus::Overpaid) {
+                            $newAmountDue = $amountDue + $amount - $currentPaymentAmount;
+                        } else {
+                            $newAmountDue = $amountDue - $amount + $currentPaymentAmount;
+                        }
+
+                        return match (true) {
+                            $newAmountDue > 0 => 'Amount due after payment will be ' . CurrencyConverter::formatCentsToMoney($newAmountDue),
+                            $newAmountDue === 0 => 'Invoice will be fully paid',
+                            default => 'Invoice will be overpaid by ' . CurrencyConverter::formatCentsToMoney(abs($newAmountDue)),
+                        };
+                    })
+                    ->rules([
+                        static fn (): Closure => static function (string $attribute, $value, Closure $fail) {
+                            if (! CurrencyConverter::isValidAmount($value)) {
+                                $fail('Please enter a valid amount');
+                            }
+                        },
+                    ]),
+                Forms\Components\Select::make('payment_method')
+                    ->label('Payment Method')
+                    ->required()
+                    ->options(PaymentMethod::class),
+                Forms\Components\Select::make('bank_account_id')
+                    ->label('Account')
+                    ->required()
+                    ->options(BankAccount::query()
+                        ->get()
+                        ->pluck('account.name', 'id'))
+                    ->searchable(),
+                Forms\Components\Textarea::make('notes')
+                    ->label('Notes'),
+            ]);
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->recordTitleAttribute('description')
+            ->columns([
+                Tables\Columns\TextColumn::make('posted_at')
+                    ->label('Date')
+                    ->sortable()
+                    ->defaultDateFormat(),
+                Tables\Columns\TextColumn::make('type')
+                    ->label('Type')
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true),
+                Tables\Columns\TextColumn::make('description')
+                    ->label('Description')
+                    ->limit(30)
+                    ->toggleable(),
+                Tables\Columns\TextColumn::make('bankAccount.account.name')
+                    ->label('Account')
+                    ->toggleable(),
+                Tables\Columns\TextColumn::make('amount')
+                    ->label('Amount')
+                    ->weight(static fn (Transaction $transaction) => $transaction->reviewed ? null : FontWeight::SemiBold)
+                    ->color(
+                        static fn (Transaction $transaction) => match ($transaction->type) {
+                            TransactionType::Deposit => Color::rgb('rgb(' . Color::Green[700] . ')'),
+                            TransactionType::Journal => 'primary',
+                            default => null,
+                        }
+                    )
+                    ->sortable()
+                    ->currency(static fn (Transaction $transaction) => $transaction->bankAccount?->account->currency_code ?? CurrencyAccessor::getDefaultCurrency(), true),
+            ])
+            ->filters([
+                //
+            ])
+            ->headerActions([
+                Tables\Actions\CreateAction::make()
+                    ->label(fn () => $this->getOwnerRecord()->status === InvoiceStatus::Overpaid ? 'Refund Overpayment' : 'Record Payment')
+                    ->modalHeading(fn (Tables\Actions\CreateAction $action) => $action->getLabel())
+                    ->modalWidth(MaxWidth::TwoExtraLarge)
+                    ->visible(function () {
+                        return $this->getOwnerRecord()->canRecordPayment();
+                    })
+                    ->mountUsing(function (Form $form) {
+                        $record = $this->getOwnerRecord();
+                        $form->fill([
+                            'posted_at' => now(),
+                            'amount' => $record->status === InvoiceStatus::Overpaid ? ltrim($record->amount_due, '-') : $record->amount_due,
+                        ]);
+                    })
+                    ->databaseTransaction()
+                    ->successNotificationTitle('Payment Recorded')
+                    ->action(function (Tables\Actions\CreateAction $action, array $data) {
+                        /** @var Invoice $record */
+                        $record = $this->getOwnerRecord();
+
+                        $record->recordPayment($data);
+
+                        $action->success();
+
+                        $this->dispatch('refresh');
+                    }),
+            ])
+            ->actions([
+                Tables\Actions\EditAction::make()
+                    ->modalWidth(MaxWidth::TwoExtraLarge)
+                    ->after(fn () => $this->dispatch('refresh')),
+                Tables\Actions\DeleteAction::make()
+                    ->after(fn () => $this->dispatch('refresh')),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                ]),
+            ]);
+    }
+}

app/Filament/Company/Resources/Sales/InvoiceResource/Widgets/InvoiceOverview.php

+<?php
+
+namespace App\Filament\Company\Resources\Sales\InvoiceResource\Widgets;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Filament\Company\Resources\Sales\InvoiceResource\Pages\ListInvoices;
+use App\Filament\Widgets\EnhancedStatsOverviewWidget;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Filament\Widgets\Concerns\InteractsWithPageTable;
+use Illuminate\Support\Number;
+
+class InvoiceOverview extends EnhancedStatsOverviewWidget
+{
+    use InteractsWithPageTable;
+
+    protected function getTablePage(): string
+    {
+        return ListInvoices::class;
+    }
+
+    protected function getStats(): array
+    {
+        $unpaidInvoices = $this->getPageTableQuery()->unpaid();
+
+        $amountUnpaid = $unpaidInvoices->sum('amount_due');
+
+        $amountOverdue = $unpaidInvoices
+            ->clone()
+            ->where('status', InvoiceStatus::Overdue)
+            ->sum('amount_due');
+
+        $amountDueWithin30Days = $unpaidInvoices
+            ->clone()
+            ->whereBetween('due_date', [today(), today()->addMonth()])
+            ->sum('amount_due');
+
+        $validInvoices = $this->getPageTableQuery()
+            ->whereNotIn('status', [
+                InvoiceStatus::Void,
+                InvoiceStatus::Draft,
+            ]);
+
+        $totalValidInvoiceAmount = $validInvoices->sum('total');
+
+        $totalValidInvoiceCount = $validInvoices->count();
+
+        $averageInvoiceTotal = $totalValidInvoiceCount > 0 ? $totalValidInvoiceAmount / $totalValidInvoiceCount : 0;
+
+        $averagePaymentTime = $this->getPageTableQuery()
+            ->whereNotNull('paid_at')
+            ->selectRaw('AVG(TIMESTAMPDIFF(DAY, date, paid_at)) as avg_days')
+            ->value('avg_days');
+
+        $averagePaymentTimeFormatted = Number::format($averagePaymentTime ?? 0, maxPrecision: 1);
+
+        return [
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Total Unpaid', CurrencyConverter::formatCentsToMoney($amountUnpaid))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description('Includes ' . CurrencyConverter::formatCentsToMoney($amountOverdue) . ' overdue'),
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Due Within 30 Days', CurrencyConverter::formatCentsToMoney($amountDueWithin30Days))
+                ->suffix(CurrencyAccessor::getDefaultCurrency()),
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Average Payment Time', $averagePaymentTimeFormatted)
+                ->suffix('days'),
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Average Invoice Total', CurrencyConverter::formatCentsToMoney($averageInvoiceTotal))
+                ->suffix(CurrencyAccessor::getDefaultCurrency()),
+        ];
+    }
+}

app/Filament/Forms/Components/CustomSection.php

+<?php
+
+namespace App\Filament\Forms\Components;
+
+use Filament\Forms\Components\Section;
+use Filament\Support\Concerns\CanBeContained;
+
+class CustomSection extends Section
+{
+    use CanBeContained;
+
+    protected string $view = 'filament.forms.components.custom-section';
+}

app/Filament/Forms/Components/LineItemRepeater.php

+<?php
+
+namespace App\Filament\Forms\Components;
+
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Closure;
+use Filament\Forms\ComponentContainer;
+use Filament\Forms\Components\Component;
+
+class LineItemRepeater extends TableRepeater
+{
+    protected array | Closure $nestedSchema = [];
+
+    protected ?string $nestedColumn = null;
+
+    /**
+     * Set nested schema and optionally the column it belongs to.
+     *
+     * @param  array<Component> | Closure  $components
+     */
+    public function withNestedSchema(array | Closure $components, ?string $underColumn = null): static
+    {
+        $this->nestedSchema = $components;
+        $this->nestedColumn = $underColumn;
+
+        return $this;
+    }
+
+    /**
+     * Get the nested schema.
+     *
+     * @return array<Component>
+     */
+    public function getNestedSchema(): array
+    {
+        return $this->evaluate($this->nestedSchema);
+    }
+
+    /**
+     * Get the column under which the nested schema should be rendered.
+     */
+    public function getNestedColumn(): ?string
+    {
+        return $this->nestedColumn;
+    }
+
+    /**
+     * Determine if there is a nested schema defined.
+     */
+    public function hasNestedSchema(): bool
+    {
+        return ! empty($this->getNestedSchema());
+    }
+
+    public function getNestedSchemaMap(): array
+    {
+        return collect($this->getNestedSchema())
+            ->keyBy(fn ($component) => $component->getKey())
+            ->all();
+    }
+
+    /**
+     * Get all child components, including nested schema.
+     *
+     * @return array<Component>
+     */
+    public function getChildComponents(): array
+    {
+        $components = parent::getChildComponents();
+
+        if ($this->hasNestedSchema()) {
+            $components = array_merge($components, $this->getNestedSchema());
+        }
+
+        return $components;
+    }
+
+    public function getChildComponentContainers(bool $withHidden = false): array
+    {
+        if ((! $withHidden) && $this->isHidden()) {
+            return [];
+        }
+
+        $relationship = $this->getRelationship();
+
+        $records = $relationship ? $this->getCachedExistingRecords() : null;
+
+        $containers = [];
+
+        foreach ($this->getState() ?? [] as $itemKey => $itemData) {
+            $containers[$itemKey] = $this
+                ->getChildComponentContainer()
+                ->statePath($itemKey)
+                ->model($relationship ? $records[$itemKey] ?? $this->getRelatedModel() : null)
+                ->inlineLabel(false)
+                ->getClone();
+        }
+
+        return $containers;
+    }
+
+    public function getChildComponentContainersWithoutNestedSchema(bool $withHidden = false): array
+    {
+        if ((! $withHidden) && $this->isHidden()) {
+            return [];
+        }
+
+        $relationship = $this->getRelationship();
+        $records = $relationship ? $this->getCachedExistingRecords() : null;
+
+        $containers = [];
+
+        $childComponentsWithoutNestedSchema = $this->getChildComponentsWithoutNestedSchema();
+
+        foreach ($this->getState() ?? [] as $itemKey => $itemData) {
+            $containers[$itemKey] = ComponentContainer::make($this->getLivewire())
+                ->parentComponent($this)
+                ->statePath($itemKey)
+                ->model($relationship ? $records[$itemKey] ?? $this->getRelatedModel() : null)
+                ->components($childComponentsWithoutNestedSchema)
+                ->inlineLabel(false)
+                ->getClone();
+        }
+
+        return $containers;
+    }
+
+    public function getChildComponentContainer($key = null): ComponentContainer
+    {
+        if (filled($key) && array_key_exists($key, $containers = $this->getChildComponentContainers())) {
+            return $containers[$key];
+        }
+
+        return ComponentContainer::make($this->getLivewire())
+            ->parentComponent($this)
+            ->components($this->getChildComponents());
+    }
+
+    public function getChildComponentsWithoutNestedSchema(): array
+    {
+        // Fetch the nested schema components.
+        $nestedSchema = $this->getNestedSchema();
+
+        // Filter out the nested schema components.
+        return array_filter($this->getChildComponents(), function ($component) use ($nestedSchema) {
+            return ! in_array($component, $nestedSchema, true);
+        });
+    }
+
+    public function getNestedComponents(): array
+    {
+        // Fetch the nested schema components.
+        $nestedSchema = $this->getNestedSchema();
+
+        // Separate and return only the nested schema components.
+        return array_filter($this->getChildComponents(), function ($component) use ($nestedSchema) {
+            return in_array($component, $nestedSchema, true);
+        });
+    }
+
+    public function getView(): string
+    {
+        return 'filament.forms.components.line-item-repeater';
+    }
+}

app/Filament/Forms/Components/PhoneBuilder.php

+<?php
+
+namespace App\Filament\Forms\Components;
+
+use Filament\Forms\Components\Builder;
+
+class PhoneBuilder extends Builder
+{
+    protected string $view = 'filament.forms.components.phone-builder';
+}

app/Filament/Tables/Actions/ReplicateBulkAction.php

 use Illuminate\Database\Eloquent\Relations\BelongsToMany;
 use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Database\Eloquent\Relations\HasOne;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
 
 class ReplicateBulkAction extends BulkAction implements ReplicatesRecords
 {
 
     protected array $relationshipsToReplicate = [];
 
+    protected array | Closure | null $excludedAttributesPerRelationship = null;
+
     public static function getDefaultName(): ?string
     {
         return 'replicate';
                 $records->each(function (Model $record) {
                     $this->replica = $record->replicate($this->getExcludedAttributes());
 
-                    $this->replica->fill($record->attributesToArray());
-
                     $this->callBeforeReplicaSaved();
 
                     $this->replica->save();
         foreach ($this->relationshipsToReplicate as $relationship) {
             $relation = $original->$relationship();
 
+            $excludedAttributes = $this->excludedAttributesPerRelationship[$relationship] ?? [];
+
             if ($relation instanceof BelongsToMany) {
                 $replica->$relationship()->sync($relation->pluck($relation->getRelated()->getKeyName()));
             } elseif ($relation instanceof HasMany) {
-                $relation->each(function (Model $related) use ($replica, $relationship) {
-                    $relatedReplica = $related->replicate($this->getExcludedAttributes());
+                $relation->each(function (Model $related) use ($excludedAttributes, $replica, $relationship) {
+                    $relatedReplica = $related->replicate($excludedAttributes);
                     $relatedReplica->{$replica->$relationship()->getForeignKeyName()} = $replica->getKey();
                     $relatedReplica->save();
                 });
+            } elseif ($relation instanceof MorphMany) {
+                $relation->each(function (Model $related) use ($excludedAttributes, $relation, $replica) {
+                    $relatedReplica = $related->replicate($excludedAttributes);
+                    $relatedReplica->{$relation->getForeignKeyName()} = $replica->getKey();
+                    $relatedReplica->{$relation->getMorphType()} = $replica->getMorphClass();
+                    $relatedReplica->save();
+
+                    if (method_exists($related, 'adjustments')) {
+                        $relatedReplica->adjustments()->sync($related->adjustments->pluck('id'));
+                    }
+                });
             } elseif ($relation instanceof HasOne && $relation->exists()) {
                 $related = $relation->first();
-                $relatedReplica = $related->replicate($this->getExcludedAttributes());
+                $relatedReplica = $related->replicate($excludedAttributes);
                 $relatedReplica->{$replica->$relationship()->getForeignKeyName()} = $replica->getKey();
                 $relatedReplica->save();
             }
         return $this;
     }
 
+    public function withExcludedRelationshipAttributes(string $relationship, array | Closure | null $attributes): static
+    {
+        $this->excludedAttributesPerRelationship[$relationship] = $attributes;
+
+        return $this;
+    }
+
+    public function getExcludedRelationshipAttributes(): ?array
+    {
+        return $this->evaluate($this->excludedAttributesPerRelationship);
+    }
+
     public function afterReplicaSaved(Closure $callback): static
     {
         $this->afterReplicaSaved = $callback;

app/Filament/Tables/Filters/DateRangeFilter.php

+<?php
+
+namespace App\Filament\Tables\Filters;
+
+use Filament\Forms\Components\DatePicker;
+use Filament\Forms\Get;
+use Filament\Forms\Set;
+use Filament\Tables\Filters\Filter;
+use Filament\Tables\Filters\Indicator;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Str;
+
+class DateRangeFilter extends Filter
+{
+    protected string $fromLabel = 'From';
+
+    protected string $untilLabel = 'Until';
+
+    protected ?string $indicatorLabel = null;
+
+    protected ?string $defaultFromDate = null;
+
+    protected ?string $defaultUntilDate = null;
+
+    protected ?string $fromColumn = null;
+
+    protected ?string $untilColumn = null;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this->form([
+            DatePicker::make('from')
+                ->label(fn () => $this->fromLabel)
+                ->live()
+                ->default(fn () => $this->defaultFromDate)
+                ->maxDate(function (Get $get) {
+                    return $get('until');
+                })
+                ->afterStateUpdated(function (Set $set, $state) {
+                    if (! $state) {
+                        $set('until', null);
+                    }
+                }),
+            DatePicker::make('until')
+                ->label(fn () => $this->untilLabel)
+                ->live()
+                ->default(fn () => $this->defaultUntilDate)
+                ->minDate(function (Get $get) {
+                    return $get('from');
+                }),
+        ]);
+
+        $this->query(function (Builder $query, array $data): Builder {
+            $fromColumn = $this->fromColumn ?? $this->getName();
+            $untilColumn = $this->untilColumn ?? $this->getName();
+
+            $fromDate = filled($data['from'] ?? null)
+                ? Carbon::parse($data['from'])
+                : null;
+
+            $untilDate = filled($data['until'] ?? null)
+                ? Carbon::parse($data['until'])
+                : null;
+
+            if (! $fromDate && ! $untilDate) {
+                return $query;
+            }
+
+            return $this->applyDateFilter($query, $fromDate, $untilDate, $fromColumn, $untilColumn);
+        });
+
+        $this->indicateUsing(function (array $data): array {
+            $indicators = [];
+
+            $fromDateFormatted = filled($data['from'] ?? null)
+                ? Carbon::parse($data['from'])->toDefaultDateFormat()
+                : null;
+
+            $untilDateFormatted = filled($data['until'] ?? null)
+                ? Carbon::parse($data['until'])->toDefaultDateFormat()
+                : null;
+
+            if ($fromDateFormatted && $untilDateFormatted) {
+                $indicators[] = Indicator::make($this->getIndicatorLabel() . ': ' . $fromDateFormatted . ' - ' . $untilDateFormatted);
+            } else {
+                if ($fromDateFormatted) {
+                    $indicators[] = Indicator::make($this->fromLabel . ': ' . $fromDateFormatted)
+                        ->removeField('from');
+                }
+
+                if ($untilDateFormatted) {
+                    $indicators[] = Indicator::make($this->untilLabel . ': ' . $untilDateFormatted)
+                        ->removeField('until');
+                }
+            }
+
+            return $indicators;
+        });
+    }
+
+    protected function applyDateFilter(Builder $query, ?Carbon $fromDate, ?Carbon $untilDate, string $fromColumn, string $untilColumn): Builder
+    {
+        return $query
+            ->when($fromDate && ! $untilDate, function (Builder $query) use ($fromColumn, $fromDate) {
+                return $query->where($fromColumn, '>=', $fromDate);
+            })
+            ->when($fromDate && $untilDate, function (Builder $query) use ($fromColumn, $fromDate, $untilColumn, $untilDate) {
+                return $query->where($fromColumn, '>=', $fromDate)
+                    ->where($untilColumn, '<=', $untilDate);
+            })
+            ->when(! $fromDate && $untilDate, function (Builder $query) use ($untilColumn, $untilDate) {
+                return $query->where($untilColumn, '<=', $untilDate);
+            });
+    }
+
+    public function fromLabel(string $label): static
+    {
+        $this->fromLabel = $label;
+
+        return $this;
+    }
+
+    public function untilLabel(string $label): static
+    {
+        $this->untilLabel = $label;
+
+        return $this;
+    }
+
+    public function indicatorLabel(string $label): static
+    {
+        $this->indicatorLabel = $label;
+
+        return $this;
+    }
+
+    public function getIndicatorLabel(): string
+    {
+        return $this->indicatorLabel ?? Str::headline($this->getName());
+    }
+
+    public function defaultFromDate(string $date): static
+    {
+        $this->defaultFromDate = $date;
+
+        return $this;
+    }
+
+    public function defaultUntilDate(string $date): static
+    {
+        $this->defaultUntilDate = $date;
+
+        return $this;
+    }
+
+    public function fromColumn(string $column): static
+    {
+        $this->fromColumn = $column;
+
+        return $this;
+    }
+
+    public function untilColumn(string $column): static
+    {
+        $this->untilColumn = $column;
+
+        return $this;
+    }
+}

app/Filament/Widgets/EnhancedStatsOverviewWidget.php

+<?php
+
+namespace App\Filament\Widgets;
+
+use Filament\Widgets\StatsOverviewWidget;
+
+class EnhancedStatsOverviewWidget extends StatsOverviewWidget
+{
+    protected static ?string $pollingInterval = null;
+
+    protected static bool $isLazy = false;
+}

app/Filament/Widgets/EnhancedStatsOverviewWidget/EnhancedStat.php

+<?php
+
+namespace App\Filament\Widgets\EnhancedStatsOverviewWidget;
+
+use Closure;
+use Filament\Support\Concerns\EvaluatesClosures;
+use Filament\Widgets\StatsOverviewWidget\Stat;
+use Illuminate\Contracts\Support\Htmlable;
+use Illuminate\Contracts\View\View;
+
+class EnhancedStat extends Stat
+{
+    use EvaluatesClosures;
+
+    protected string | Htmlable | Closure | null $prefixLabel = null;
+
+    protected string | Htmlable | Closure | null $suffixLabel = null;
+
+    public function prefix(string | Htmlable | Closure | null $label): static
+    {
+        $this->prefixLabel = $label;
+
+        return $this;
+    }
+
+    public function suffix(string | Htmlable | Closure | null $label): static
+    {
+        $this->suffixLabel = $label;
+
+        return $this;
+    }
+
+    public function getPrefixLabel(): string | Htmlable | null
+    {
+        return $this->evaluate($this->prefixLabel);
+    }
+
+    public function getSuffixLabel(): string | Htmlable | null
+    {
+        return $this->evaluate($this->suffixLabel);
+    }
+
+    public function render(): View
+    {
+        return view('filament.widgets.enhanced-stats-overview-widget.enhanced-stat', $this->data());
+    }
+}

app/Jobs/ProcessOverdueInvoices.php

+<?php
+
+namespace App\Jobs;
+
+use App\Enums\Accounting\InvoiceStatus;
+use App\Models\Accounting\Invoice;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Foundation\Queue\Queueable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+
+class ProcessOverdueInvoices implements ShouldQueue
+{
+    use Dispatchable;
+    use InteractsWithQueue;
+    use Queueable;
+    use SerializesModels;
+
+    /**
+     * Execute the job.
+     */
+    public function handle(): void
+    {
+        Invoice::query()
+            ->whereIn('status', InvoiceStatus::canBeOverdue())
+            ->where('due_date', '<', today())
+            ->update(['status' => InvoiceStatus::Overdue]);
+    }
+}

app/Listeners/ConfigureCompanyDefault.php

 
 namespace App\Listeners;
 
-use App\Enums\Setting\DateFormat;
-use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
-use App\Enums\Setting\WeekStart;
 use App\Events\CompanyConfigured;
+use App\Services\CompanySettingsService;
 use App\Utilities\Currency\ConfigureCurrencies;
 use Filament\Facades\Filament;
 use Filament\Forms\Components\DatePicker;
 use Filament\Forms\Components\Tabs\Tab;
 use Filament\Resources\Components\Tab as ResourcesTab;
 use Filament\Support\Facades\FilamentColor;
-use Filament\Tables\Table;
 
 class ConfigureCompanyDefault
 {
     public function handle(CompanyConfigured $event): void
     {
         $company = $event->company;
+        $companyId = $company->id;
 
-        session([
-            'current_company_id' => $company->id,
-            'default_language' => $company->locale->language ?? config('transmatic.source_locale'),
-            'default_timezone' => $company->locale->timezone ?? config('app.timezone'),
-            'default_pagination_page_option' => $company->appearance->records_per_page->value ?? RecordsPerPage::DEFAULT,
-            'default_sort' => $company->appearance->table_sort_direction->value ?? TableSortDirection::DEFAULT,
-            'default_primary_color' => $company->appearance->primary_color->value ?? PrimaryColor::DEFAULT,
-            'default_font' => $company->appearance->font->value ?? Font::DEFAULT,
-            'default_date_format' => $company->locale->date_format->value ?? DateFormat::DEFAULT,
-            'default_week_start' => $company->locale->week_start->value ?? WeekStart::DEFAULT,
-        ]);
-
-        app()->setLocale(session('default_language'));
-        locale_set_default(session('default_language'));
-        config(['app.timezone' => session('default_timezone')]);
-        date_default_timezone_set(session('default_timezone'));
+        session(['current_company_id' => $companyId]);
 
-        $paginationPageOptions = RecordsPerPage::caseValues();
+        $settings = CompanySettingsService::getSettings($companyId);
 
-        Table::configureUsing(static function (Table $table) use ($paginationPageOptions): void {
-
-            $table
-                ->paginationPageOptions($paginationPageOptions)
-                ->defaultSort(column: 'id', direction: session('default_sort'))
-                ->defaultPaginationPageOption(session('default_pagination_page_option'));
-        }, isImportant: true);
+        app()->setLocale($settings['default_language']);
+        locale_set_default($settings['default_language']);
+        config(['app.timezone' => $settings['default_timezone']]);
+        date_default_timezone_set($settings['default_timezone']);
 
         FilamentColor::register([
-            'primary' => PrimaryColor::from(session('default_primary_color'))->getColor(),
+            'primary' => PrimaryColor::from($settings['default_primary_color'])->getColor(),
         ]);
 
         Filament::getPanel('company')
-            ->font(session('default_font'))
+            ->font($settings['default_font'])
             ->brandName($company->name);
 
-        DatePicker::configureUsing(static function (DatePicker $component) {
+        DatePicker::configureUsing(static function (DatePicker $component) use ($settings) {
             $component
-                ->displayFormat(session('default_date_format'))
-                ->firstDayOfWeek(session('default_week_start'));
+                ->displayFormat($settings['default_date_format'])
+                ->firstDayOfWeek($settings['default_week_start']);
         });
 
         Tab::configureUsing(static function (Tab $tab) {

app/Listeners/SyncAssociatedModels.php

 
         $keyToMethodMap = [
             'bank_account_id' => 'bankAccount',
-            'sales_tax_id' => 'salesTax',
-            'purchase_tax_id' => 'purchaseTax',
-            'sales_discount_id' => 'salesDiscount',
-            'purchase_discount_id' => 'purchaseDiscount',
         ];
 
         foreach ($diff as $key => $value) {

app/Listeners/SyncWithCompanyDefaults.php

 
 namespace App\Listeners;
 
-use App\Enums\Setting\DiscountType;
-use App\Enums\Setting\TaxType;
 use App\Events\CompanyDefaultEvent;
 use App\Models\Setting\CompanyDefault;
 use Illuminate\Support\Facades\DB;
     private function updateCompanyDefaults($model, $companyId): void
     {
         $modelName = class_basename($model);
-        $type = $model->getAttribute('type');
 
         $default = CompanyDefault::firstOrNew([
             'company_id' => $companyId,
         ]);
 
         match ($modelName) {
-            'Discount' => $this->handleDiscount($default, $type, $model->getKey()),
-            'Tax' => $this->handleTax($default, $type, $model->getKey()),
             'Currency' => $default->currency_code = $model->getAttribute('code'),
             'BankAccount' => $default->bank_account_id = $model->getKey(),
             default => null,
 
         $default->save();
     }
-
-    private function handleDiscount($default, $type, $key): void
-    {
-        if (! in_array($type, [DiscountType::Sales, DiscountType::Purchase], true)) {
-            return;
-        }
-
-        match (true) {
-            $type === DiscountType::Sales => $default->sales_discount_id = $key,
-            $type === DiscountType::Purchase => $default->purchase_discount_id = $key,
-        };
-    }
-
-    private function handleTax($default, $type, $key): void
-    {
-        if (! in_array($type, [TaxType::Sales, TaxType::Purchase], true)) {
-            return;
-        }
-
-        match (true) {
-            $type === TaxType::Sales => $default->sales_tax_id = $key,
-            $type === TaxType::Purchase => $default->purchase_tax_id = $key,
-        };
-    }
 }

app/Models/Accounting/Account.php

 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\HasOne;
 use Illuminate\Support\Carbon;
 
 #[ObservedBy(AccountObserver::class)]
         'description',
         'archived',
         'default',
-        'bank_account_id',
         'created_by',
         'updated_by',
     ];
         return $this->belongsTo(Currency::class, 'currency_code', 'code');
     }
 
-    public function bankAccount(): BelongsTo
+    public function bankAccount(): HasOne
     {
-        return $this->belongsTo(BankAccount::class, 'bank_account_id');
+        return $this->hasOne(BankAccount::class, 'account_id');
+    }
+
+    public function adjustment(): HasOne
+    {
+        return $this->hasOne(Adjustment::class, 'account_id');
     }
 
     public function getLastTransactionDate(): ?string
         return $this->hasMany(JournalEntry::class, 'account_id');
     }
 
+    public static function getAccountsReceivableAccount(): self
+    {
+        return self::where('name', 'Accounts Receivable')->firstOrFail();
+    }
+
+    public static function getAccountsPayableAccount(): self
+    {
+        return self::where('name', 'Accounts Payable')->firstOrFail();
+    }
+
     protected static function newFactory(): Factory
     {
         return AccountFactory::new();

app/Models/Accounting/Adjustment.php

+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\RateCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\AdjustmentCategory;
+use App\Enums\Accounting\AdjustmentComputation;
+use App\Enums\Accounting\AdjustmentScope;
+use App\Enums\Accounting\AdjustmentType;
+use App\Models\Common\Offering;
+use App\Observers\AdjustmentObserver;
+use Database\Factories\Accounting\AdjustmentFactory;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphToMany;
+
+#[ObservedBy(AdjustmentObserver::class)]
+class Adjustment extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'adjustments';
+
+    protected $fillable = [
+        'company_id',
+        'account_id',
+        'name',
+        'description',
+        'category',
+        'type',
+        'recoverable',
+        'rate',
+        'computation',
+        'scope',
+        'start_date',
+        'end_date',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'category' => AdjustmentCategory::class,
+        'type' => AdjustmentType::class,
+        'recoverable' => 'boolean',
+        'rate' => RateCast::class,
+        'computation' => AdjustmentComputation::class,
+        'scope' => AdjustmentScope::class,
+        'start_date' => 'datetime',
+        'end_date' => 'datetime',
+    ];
+
+    public function account(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'account_id');
+    }
+
+    public function offerings(): MorphToMany
+    {
+        return $this->morphedByMany(Offering::class, 'adjustmentable', 'adjustmentables');
+    }
+
+    public function isSalesTax(): bool
+    {
+        return $this->category->isTax() && $this->type->isSales();
+    }
+
+    public function isNonRecoverablePurchaseTax(): bool
+    {
+        return $this->category->isTax() && $this->type->isPurchase() && $this->recoverable === false;
+    }
+
+    public function isRecoverablePurchaseTax(): bool
+    {
+        return $this->category->isTax() && $this->type->isPurchase() && $this->recoverable === true;
+    }
+
+    public function isSalesDiscount(): bool
+    {
+        return $this->category->isDiscount() && $this->type->isSales();
+    }
+
+    public function isPurchaseDiscount(): bool
+    {
+        return $this->category->isDiscount() && $this->type->isPurchase();
+    }
+
+    protected static function newFactory(): Factory
+    {
+        return AdjustmentFactory::new();
+    }
+}

app/Models/Accounting/Bill.php

+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\BillStatus;
+use App\Enums\Accounting\JournalEntryType;
+use App\Enums\Accounting\TransactionType;
+use App\Filament\Company\Resources\Purchases\BillResource;
+use App\Models\Common\Vendor;
+use App\Observers\BillObserver;
+use Filament\Actions\MountableAction;
+use Filament\Actions\ReplicateAction;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
+use Illuminate\Support\Carbon;
+
+#[ObservedBy(BillObserver::class)]
+class Bill extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'bills';
+
+    protected $fillable = [
+        'company_id',
+        'vendor_id',
+        'bill_number',
+        'order_number',
+        'date',
+        'due_date',
+        'paid_at',
+        'status',
+        'currency_code',
+        'subtotal',
+        'tax_total',
+        'discount_total',
+        'total',
+        'amount_paid',
+        'notes',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'due_date' => 'date',
+        'paid_at' => 'datetime',
+        'status' => BillStatus::class,
+        'subtotal' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+        'amount_paid' => MoneyCast::class,
+        'amount_due' => MoneyCast::class,
+    ];
+
+    public function vendor(): BelongsTo
+    {
+        return $this->belongsTo(Vendor::class);
+    }
+
+    public function lineItems(): MorphMany
+    {
+        return $this->morphMany(DocumentLineItem::class, 'documentable');
+    }
+
+    public function transactions(): MorphMany
+    {
+        return $this->morphMany(Transaction::class, 'transactionable');
+    }
+
+    public function payments(): MorphMany
+    {
+        return $this->transactions()->where('is_payment', true);
+    }
+
+    public function deposits(): MorphMany
+    {
+        return $this->transactions()->where('type', TransactionType::Deposit)->where('is_payment', true);
+    }
+
+    public function withdrawals(): MorphMany
+    {
+        return $this->transactions()->where('type', TransactionType::Withdrawal)->where('is_payment', true);
+    }
+
+    public function initialTransaction(): MorphOne
+    {
+        return $this->morphOne(Transaction::class, 'transactionable')
+            ->where('type', TransactionType::Journal);
+    }
+
+    protected function isCurrentlyOverdue(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->due_date->isBefore(today()) && $this->canBeOverdue();
+        });
+    }
+
+    public function canBeOverdue(): bool
+    {
+        return in_array($this->status, BillStatus::canBeOverdue());
+    }
+
+    public function canRecordPayment(): bool
+    {
+        return ! in_array($this->status, [
+            BillStatus::Paid,
+            BillStatus::Void,
+        ]);
+    }
+
+    public function hasPayments(): bool
+    {
+        return $this->payments->isNotEmpty();
+    }
+
+    public static function getNextDocumentNumber(): string
+    {
+        $company = auth()->user()->currentCompany;
+
+        if (! $company) {
+            throw new \RuntimeException('No current company is set for the user.');
+        }
+
+        $defaultBillSettings = $company->defaultBill;
+
+        $numberPrefix = $defaultBillSettings->number_prefix;
+        $numberDigits = $defaultBillSettings->number_digits;
+
+        $latestDocument = static::query()
+            ->whereNotNull('bill_number')
+            ->latest('bill_number')
+            ->first();
+
+        $lastNumberNumericPart = $latestDocument
+            ? (int) substr($latestDocument->bill_number, strlen($numberPrefix))
+            : 0;
+
+        $numberNext = $lastNumberNumericPart + 1;
+
+        return $defaultBillSettings->getNumberNext(
+            padded: true,
+            format: true,
+            prefix: $numberPrefix,
+            digits: $numberDigits,
+            next: $numberNext
+        );
+    }
+
+    public function hasInitialTransaction(): bool
+    {
+        return $this->initialTransaction()->exists();
+    }
+
+    public function scopeOutstanding(Builder $query): Builder
+    {
+        return $query->whereIn('status', [
+            BillStatus::Unpaid,
+            BillStatus::Partial,
+            BillStatus::Overdue,
+        ]);
+    }
+
+    public function recordPayment(array $data): void
+    {
+        $transactionType = TransactionType::Withdrawal;
+        $transactionDescription = "Bill #{$this->bill_number}: Payment to {$this->vendor->name}";
+
+        // Create transaction
+        $this->transactions()->create([
+            'company_id' => $this->company_id,
+            'type' => $transactionType,
+            'is_payment' => true,
+            'posted_at' => $data['posted_at'],
+            'amount' => $data['amount'],
+            'payment_method' => $data['payment_method'],
+            'bank_account_id' => $data['bank_account_id'],
+            'account_id' => Account::getAccountsPayableAccount()->id,
+            'description' => $transactionDescription,
+            'notes' => $data['notes'] ?? null,
+        ]);
+    }
+
+    public function createInitialTransaction(?Carbon $postedAt = null): void
+    {
+        $postedAt ??= $this->date;
+
+        $transaction = $this->transactions()->create([
+            'company_id' => $this->company_id,
+            'type' => TransactionType::Journal,
+            'posted_at' => $postedAt,
+            'amount' => $this->total,
+            'description' => 'Bill Creation for Bill #' . $this->bill_number,
+        ]);
+
+        $baseDescription = "{$this->vendor->name}: Bill #{$this->bill_number}";
+
+        $transaction->journalEntries()->create([
+            'company_id' => $this->company_id,
+            'type' => JournalEntryType::Credit,
+            'account_id' => Account::getAccountsPayableAccount()->id,
+            'amount' => $this->total,
+            'description' => $baseDescription,
+        ]);
+
+        foreach ($this->lineItems as $lineItem) {
+            $lineItemDescription = "{$baseDescription} › {$lineItem->offering->name}";
+
+            $transaction->journalEntries()->create([
+                'company_id' => $this->company_id,
+                'type' => JournalEntryType::Debit,
+                'account_id' => $lineItem->offering->expense_account_id,
+                'amount' => $lineItem->subtotal,
+                'description' => $lineItemDescription,
+            ]);
+
+            foreach ($lineItem->adjustments as $adjustment) {
+                if ($adjustment->isNonRecoverablePurchaseTax()) {
+                    $transaction->journalEntries()->create([
+                        'company_id' => $this->company_id,
+                        'type' => JournalEntryType::Debit,
+                        'account_id' => $lineItem->offering->expense_account_id,
+                        'amount' => $lineItem->calculateAdjustmentTotal($adjustment)->getAmount(),
+                        'description' => "{$lineItemDescription} ({$adjustment->name})",
+                    ]);
+                } elseif ($adjustment->account_id) {
+                    $transaction->journalEntries()->create([
+                        'company_id' => $this->company_id,
+                        'type' => $adjustment->category->isDiscount() ? JournalEntryType::Credit : JournalEntryType::Debit,
+                        'account_id' => $adjustment->account_id,
+                        'amount' => $lineItem->calculateAdjustmentTotal($adjustment)->getAmount(),
+                        'description' => $lineItemDescription,
+                    ]);
+                }
+            }
+        }
+    }
+
+    public function updateInitialTransaction(): void
+    {
+        $transaction = $this->initialTransaction;
+
+        if ($transaction) {
+            $transaction->delete();
+        }
+
+        $this->createInitialTransaction();
+    }
+
+    public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
+    {
+        return $action::make()
+            ->excludeAttributes([
+                'status',
+                'amount_paid',
+                'amount_due',
+                'created_by',
+                'updated_by',
+                'created_at',
+                'updated_at',
+                'bill_number',
+                'date',
+                'due_date',
+                'paid_at',
+            ])
+            ->modal(false)
+            ->beforeReplicaSaved(function (self $original, self $replica) {
+                $replica->status = BillStatus::Unpaid;
+                $replica->bill_number = self::getNextDocumentNumber();
+                $replica->date = now();
+                $replica->due_date = now()->addDays($original->company->defaultBill->payment_terms->getDays());
+            })
+            ->databaseTransaction()
+            ->after(function (self $original, self $replica) {
+                $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
+                    $replicaLineItem = $lineItem->replicate([
+                        'documentable_id',
+                        'documentable_type',
+                        'subtotal',
+                        'total',
+                        'created_by',
+                        'updated_by',
+                        'created_at',
+                        'updated_at',
+                    ]);
+
+                    $replicaLineItem->documentable_id = $replica->id;
+                    $replicaLineItem->documentable_type = $replica->getMorphClass();
+
+                    $replicaLineItem->save();
+
+                    $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
+                });
+            })
+            ->successRedirectUrl(static function (self $replica) {
+                return BillResource::getUrl('edit', ['record' => $replica]);
+            });
+    }
+}

app/Models/Accounting/DocumentLineItem.php

+<?php
+
+namespace App\Models\Accounting;
+
+use Akaunting\Money\Money;
+use App\Casts\DocumentMoneyCast;
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\AdjustmentCategory;
+use App\Enums\Accounting\AdjustmentType;
+use App\Models\Common\Offering;
+use App\Observers\DocumentLineItemObserver;
+use App\Utilities\Currency\CurrencyAccessor;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
+use Illuminate\Database\Eloquent\Relations\MorphToMany;
+
+#[ObservedBy(DocumentLineItemObserver::class)]
+class DocumentLineItem extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'document_line_items';
+
+    protected $fillable = [
+        'company_id',
+        'offering_id',
+        'description',
+        'quantity',
+        'unit_price',
+        'tax_total',
+        'discount_total',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'unit_price' => MoneyCast::class,
+        'subtotal' => DocumentMoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+    ];
+
+    public function documentable(): MorphTo
+    {
+        return $this->morphTo();
+    }
+
+    public function offering(): BelongsTo
+    {
+        return $this->belongsTo(Offering::class);
+    }
+
+    public function sellableOffering(): BelongsTo
+    {
+        return $this->offering()->where('sellable', true);
+    }
+
+    public function purchasableOffering(): BelongsTo
+    {
+        return $this->offering()->where('purchasable', true);
+    }
+
+    public function adjustments(): MorphToMany
+    {
+        return $this->morphToMany(Adjustment::class, 'adjustmentable', 'adjustmentables');
+    }
+
+    public function salesTaxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Sales);
+    }
+
+    public function purchaseTaxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Purchase);
+    }
+
+    public function salesDiscounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Sales);
+    }
+
+    public function purchaseDiscounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Purchase);
+    }
+
+    public function taxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax);
+    }
+
+    public function discounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount);
+    }
+
+    public function calculateTaxTotal(): Money
+    {
+        $subtotal = money($this->subtotal, CurrencyAccessor::getDefaultCurrency());
+
+        return $this->taxes->reduce(
+            fn (Money $carry, Adjustment $tax) => $carry->add($subtotal->multiply($tax->rate / 100)),
+            money(0, CurrencyAccessor::getDefaultCurrency())
+        );
+    }
+
+    public function calculateDiscountTotal(): Money
+    {
+        $subtotal = money($this->subtotal, CurrencyAccessor::getDefaultCurrency());
+
+        return $this->discounts->reduce(
+            fn (Money $carry, Adjustment $discount) => $carry->add($subtotal->multiply($discount->rate / 100)),
+            money(0, CurrencyAccessor::getDefaultCurrency())
+        );
+    }
+
+    public function calculateAdjustmentTotal(Adjustment $adjustment): Money
+    {
+        $subtotal = money($this->subtotal, CurrencyAccessor::getDefaultCurrency());
+
+        return $subtotal->multiply($adjustment->rate / 100);
+    }
+}

app/Models/Accounting/Invoice.php

+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Collections\Accounting\InvoiceCollection;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\InvoiceStatus;
+use App\Enums\Accounting\JournalEntryType;
+use App\Enums\Accounting\TransactionType;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Models\Common\Client;
+use App\Observers\InvoiceObserver;
+use Filament\Actions\Action;
+use Filament\Actions\MountableAction;
+use Filament\Actions\ReplicateAction;
+use Illuminate\Database\Eloquent\Attributes\CollectedBy;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
+use Illuminate\Support\Carbon;
+
+#[ObservedBy(InvoiceObserver::class)]
+#[CollectedBy(InvoiceCollection::class)]
+class Invoice extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'invoices';
+
+    protected $fillable = [
+        'company_id',
+        'client_id',
+        'logo',
+        'header',
+        'subheader',
+        'invoice_number',
+        'order_number',
+        'date',
+        'due_date',
+        'approved_at',
+        'paid_at',
+        'last_sent',
+        'status',
+        'currency_code',
+        'subtotal',
+        'tax_total',
+        'discount_total',
+        'total',
+        'amount_paid',
+        'terms',
+        'footer',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'due_date' => 'date',
+        'approved_at' => 'datetime',
+        'paid_at' => 'datetime',
+        'last_sent' => 'datetime',
+        'status' => InvoiceStatus::class,
+        'subtotal' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+        'amount_paid' => MoneyCast::class,
+        'amount_due' => MoneyCast::class,
+    ];
+
+    public function client(): BelongsTo
+    {
+        return $this->belongsTo(Client::class);
+    }
+
+    public function lineItems(): MorphMany
+    {
+        return $this->morphMany(DocumentLineItem::class, 'documentable');
+    }
+
+    public function transactions(): MorphMany
+    {
+        return $this->morphMany(Transaction::class, 'transactionable');
+    }
+
+    public function payments(): MorphMany
+    {
+        return $this->transactions()->where('is_payment', true);
+    }
+
+    public function deposits(): MorphMany
+    {
+        return $this->transactions()->where('type', TransactionType::Deposit)->where('is_payment', true);
+    }
+
+    public function withdrawals(): MorphMany
+    {
+        return $this->transactions()->where('type', TransactionType::Withdrawal)->where('is_payment', true);
+    }
+
+    public function approvalTransaction(): MorphOne
+    {
+        return $this->morphOne(Transaction::class, 'transactionable')
+            ->where('type', TransactionType::Journal);
+    }
+
+    public function scopeUnpaid(Builder $query): Builder
+    {
+        return $query->whereNotIn('status', [
+            InvoiceStatus::Paid,
+            InvoiceStatus::Void,
+            InvoiceStatus::Draft,
+            InvoiceStatus::Overpaid,
+        ]);
+    }
+
+    protected function isCurrentlyOverdue(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->due_date->isBefore(today()) && $this->canBeOverdue();
+        });
+    }
+
+    public function isDraft(): bool
+    {
+        return $this->status === InvoiceStatus::Draft;
+    }
+
+    public function canRecordPayment(): bool
+    {
+        return ! in_array($this->status, [
+            InvoiceStatus::Draft,
+            InvoiceStatus::Paid,
+            InvoiceStatus::Void,
+        ]);
+    }
+
+    public function canBulkRecordPayment(): bool
+    {
+        return ! in_array($this->status, [
+            InvoiceStatus::Draft,
+            InvoiceStatus::Paid,
+            InvoiceStatus::Void,
+            InvoiceStatus::Overpaid,
+        ]);
+    }
+
+    public function canBeOverdue(): bool
+    {
+        return in_array($this->status, InvoiceStatus::canBeOverdue());
+    }
+
+    public function hasPayments(): bool
+    {
+        return $this->payments->isNotEmpty();
+    }
+
+    public static function getNextDocumentNumber(): string
+    {
+        $company = auth()->user()->currentCompany;
+
+        if (! $company) {
+            throw new \RuntimeException('No current company is set for the user.');
+        }
+
+        $defaultInvoiceSettings = $company->defaultInvoice;
+
+        $numberPrefix = $defaultInvoiceSettings->number_prefix;
+        $numberDigits = $defaultInvoiceSettings->number_digits;
+
+        $latestDocument = static::query()
+            ->whereNotNull('invoice_number')
+            ->latest('invoice_number')
+            ->first();
+
+        $lastNumberNumericPart = $latestDocument
+            ? (int) substr($latestDocument->invoice_number, strlen($numberPrefix))
+            : 0;
+
+        $numberNext = $lastNumberNumericPart + 1;
+
+        return $defaultInvoiceSettings->getNumberNext(
+            padded: true,
+            format: true,
+            prefix: $numberPrefix,
+            digits: $numberDigits,
+            next: $numberNext
+        );
+    }
+
+    public function recordPayment(array $data): void
+    {
+        $isRefund = $this->status === InvoiceStatus::Overpaid;
+
+        if ($isRefund) {
+            $transactionType = TransactionType::Withdrawal;
+            $transactionDescription = "Invoice #{$this->invoice_number}: Refund to {$this->client->name}";
+        } else {
+            $transactionType = TransactionType::Deposit;
+            $transactionDescription = "Invoice #{$this->invoice_number}: Payment from {$this->client->name}";
+        }
+
+        // Create transaction
+        $this->transactions()->create([
+            'company_id' => $this->company_id,
+            'type' => $transactionType,
+            'is_payment' => true,
+            'posted_at' => $data['posted_at'],
+            'amount' => $data['amount'],
+            'payment_method' => $data['payment_method'],
+            'bank_account_id' => $data['bank_account_id'],
+            'account_id' => Account::getAccountsReceivableAccount()->id,
+            'description' => $transactionDescription,
+            'notes' => $data['notes'] ?? null,
+        ]);
+    }
+
+    public function approveDraft(?Carbon $approvedAt = null): void
+    {
+        if (! $this->isDraft()) {
+            throw new \RuntimeException('Invoice is not in draft status.');
+        }
+
+        $this->createApprovalTransaction();
+
+        $approvedAt ??= now();
+
+        $this->update([
+            'approved_at' => $approvedAt,
+            'status' => InvoiceStatus::Unsent,
+        ]);
+    }
+
+    public function createApprovalTransaction(): void
+    {
+        $transaction = $this->transactions()->create([
+            'company_id' => $this->company_id,
+            'type' => TransactionType::Journal,
+            'posted_at' => $this->date,
+            'amount' => $this->total,
+            'description' => 'Invoice Approval for Invoice #' . $this->invoice_number,
+        ]);
+
+        $baseDescription = "{$this->client->name}: Invoice #{$this->invoice_number}";
+
+        $transaction->journalEntries()->create([
+            'company_id' => $this->company_id,
+            'type' => JournalEntryType::Debit,
+            'account_id' => Account::getAccountsReceivableAccount()->id,
+            'amount' => $this->total,
+            'description' => $baseDescription,
+        ]);
+
+        foreach ($this->lineItems as $lineItem) {
+            $lineItemDescription = "{$baseDescription} › {$lineItem->offering->name}";
+
+            $transaction->journalEntries()->create([
+                'company_id' => $this->company_id,
+                'type' => JournalEntryType::Credit,
+                'account_id' => $lineItem->offering->income_account_id,
+                'amount' => $lineItem->subtotal,
+                'description' => $lineItemDescription,
+            ]);
+
+            foreach ($lineItem->adjustments as $adjustment) {
+                $transaction->journalEntries()->create([
+                    'company_id' => $this->company_id,
+                    'type' => $adjustment->category->isDiscount() ? JournalEntryType::Debit : JournalEntryType::Credit,
+                    'account_id' => $adjustment->account_id,
+                    'amount' => $lineItem->calculateAdjustmentTotal($adjustment)->getAmount(),
+                    'description' => $lineItemDescription,
+                ]);
+            }
+        }
+    }
+
+    public function updateApprovalTransaction(): void
+    {
+        $transaction = $this->approvalTransaction;
+
+        if ($transaction) {
+            $transaction->delete();
+        }
+
+        $this->createApprovalTransaction();
+    }
+
+    public static function getApproveDraftAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('approveDraft')
+            ->label('Approve')
+            ->icon('heroicon-o-check-circle')
+            ->visible(function (self $record) {
+                return $record->isDraft();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Invoice Approved')
+            ->action(function (self $record, MountableAction $action) {
+                $record->approveDraft();
+
+                $action->success();
+            });
+    }
+
+    public static function getMarkAsSentAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('markAsSent')
+            ->label('Mark as Sent')
+            ->icon('heroicon-o-paper-airplane')
+            ->visible(static function (self $record) {
+                return ! $record->last_sent;
+            })
+            ->successNotificationTitle('Invoice Sent')
+            ->action(function (self $record, MountableAction $action) {
+                $record->update([
+                    'status' => InvoiceStatus::Sent,
+                    'last_sent' => now(),
+                ]);
+
+                $action->success();
+            });
+    }
+
+    public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
+    {
+        return $action::make()
+            ->excludeAttributes([
+                'status',
+                'amount_paid',
+                'amount_due',
+                'created_by',
+                'updated_by',
+                'created_at',
+                'updated_at',
+                'invoice_number',
+                'date',
+                'due_date',
+                'approved_at',
+                'paid_at',
+                'last_sent',
+            ])
+            ->modal(false)
+            ->beforeReplicaSaved(function (self $original, self $replica) {
+                $replica->status = InvoiceStatus::Draft;
+                $replica->invoice_number = self::getNextDocumentNumber();
+                $replica->date = now();
+                $replica->due_date = now()->addDays($original->company->defaultInvoice->payment_terms->getDays());
+            })
+            ->databaseTransaction()
+            ->after(function (self $original, self $replica) {
+                $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
+                    $replicaLineItem = $lineItem->replicate([
+                        'documentable_id',
+                        'documentable_type',
+                        'subtotal',
+                        'total',
+                        'created_by',
+                        'updated_by',
+                        'created_at',
+                        'updated_at',
+                    ]);
+
+                    $replicaLineItem->documentable_id = $replica->id;
+                    $replicaLineItem->documentable_type = $replica->getMorphClass();
+
+                    $replicaLineItem->save();
+
+                    $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
+                });
+            })
+            ->successRedirectUrl(static function (self $replica) {
+                return InvoiceResource::getUrl('edit', ['record' => $replica]);
+            });
+    }
+}

app/Models/Accounting/Transaction.php

 use App\Casts\TransactionAmountCast;
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\PaymentMethod;
 use App\Enums\Accounting\TransactionType;
 use App\Models\Banking\BankAccount;
 use App\Models\Common\Contact;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
 
 #[ObservedBy(TransactionObserver::class)]
 class Transaction extends Model
         'contact_id',
         'type', // 'deposit', 'withdrawal', 'journal'
         'payment_channel',
+        'payment_method',
+        'is_payment',
         'description',
         'notes',
         'reference',
 
     protected $casts = [
         'type' => TransactionType::class,
+        'payment_method' => PaymentMethod::class,
         'amount' => TransactionAmountCast::class,
         'pending' => 'boolean',
         'reviewed' => 'boolean',
         return $this->hasMany(JournalEntry::class, 'transaction_id');
     }
 
+    public function transactionable(): MorphTo
+    {
+        return $this->morphTo();
+    }
+
     public function isUncategorized(): bool
     {
         return $this->journalEntries->contains(fn (JournalEntry $entry) => $entry->account->isUncategorized());

app/Models/Banking/BankAccount.php

 
     protected $fillable = [
         'company_id',
+        'account_id',
         'institution_id',
         'type',
         'number',
         'mask',
     ];
 
-    public function connectedBankAccount(): HasOne
+    public function account(): BelongsTo
     {
-        return $this->hasOne(ConnectedBankAccount::class, 'bank_account_id');
+        return $this->belongsTo(Account::class, 'account_id');
     }
 
-    public function account(): HasOne
+    public function connectedBankAccount(): HasOne
     {
-        return $this->hasOne(Account::class, 'bank_account_id');
+        return $this->hasOne(ConnectedBankAccount::class, 'bank_account_id');
     }
 
     public function institution(): BelongsTo

app/Models/Common/Address.php

+<?php
+
+namespace App\Models\Common;
+
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Common\AddressType;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
+
+class Address extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'addresses';
+
+    protected $fillable = [
+        'company_id',
+        'type',
+        'recipient',
+        'phone',
+        'address_line_1',
+        'address_line_2',
+        'city',
+        'state',
+        'postal_code',
+        'country',
+        'notes',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'type' => AddressType::class,
+    ];
+
+    public function addressable(): MorphTo
+    {
+        return $this->morphTo();
+    }
+}

app/Models/Common/Client.php

+<?php
+
+namespace App\Models\Common;
+
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Common\AddressType;
+use App\Models\Accounting\Invoice;
+use App\Models\Setting\Currency;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
+
+class Client extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'clients';
+
+    protected $fillable = [
+        'company_id',
+        'name',
+        'currency_code',
+        'account_number',
+        'website',
+        'notes',
+        'created_by',
+        'updated_by',
+    ];
+
+    public function contacts(): MorphMany
+    {
+        return $this->morphMany(Contact::class, 'contactable');
+    }
+
+    public function primaryContact(): MorphOne
+    {
+        return $this->morphOne(Contact::class, 'contactable')
+            ->where('is_primary', true);
+    }
+
+    public function secondaryContacts(): MorphMany
+    {
+        return $this->morphMany(Contact::class, 'contactable')
+            ->where('is_primary', false);
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function addresses(): MorphMany
+    {
+        return $this->morphMany(Address::class, 'addressable');
+    }
+
+    public function billingAddress(): MorphOne
+    {
+        return $this->morphOne(Address::class, 'addressable')
+            ->where('type', AddressType::Billing);
+    }
+
+    public function shippingAddress(): MorphOne
+    {
+        return $this->morphOne(Address::class, 'addressable')
+            ->where('type', AddressType::Shipping);
+    }
+
+    public function invoices(): HasMany
+    {
+        return $this->hasMany(Invoice::class);
+    }
+}

app/Models/Common/Contact.php

 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
 use App\Enums\Common\ContactType;
-use App\Models\Setting\Currency;
 use Database\Factories\Common\ContactFactory;
+use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
-use Illuminate\Database\Eloquent\Relations\BelongsTo;
-use Illuminate\Database\Eloquent\Relations\HasOne;
-use Wallo\FilamentCompanies\FilamentCompanies;
+use Illuminate\Database\Eloquent\Relations\MorphTo;
 
 class Contact extends Model
 {
     protected $fillable = [
         'company_id',
         'type',
-        'name',
+        'first_name',
+        'last_name',
         'email',
-        'address',
-        'city_id',
-        'zip_code',
-        'state_id',
-        'country',
-        'timezone',
-        'language',
-        'contact_method',
-        'phone_number',
-        'tax_id',
-        'currency_code',
-        'website',
-        'reference',
+        'phones',
+        'is_primary',
         'created_by',
         'updated_by',
     ];
 
     protected $casts = [
         'type' => ContactType::class,
+        'phones' => 'array',
     ];
 
-    public function currency(): BelongsTo
+    public function contactable(): MorphTo
     {
-        return $this->belongsTo(Currency::class, 'currency_code');
+        return $this->morphTo();
     }
 
-    public function employeeship(): HasOne
+    protected function fullName(): Attribute
     {
-        return $this->hasOne(FilamentCompanies::employeeshipModel(), 'contact_id');
+        return Attribute::get(function () {
+            return trim("{$this->first_name} {$this->last_name}");
+        });
+    }
+
+    protected function primaryPhone(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getPhoneByType('primary');
+        });
+    }
+
+    protected function mobilePhone(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getPhoneByType('mobile');
+        });
+    }
+
+    protected function faxPhone(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getPhoneByType('fax');
+        });
+    }
+
+    protected function tollFreePhone(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->getPhoneByType('toll_free');
+        });
+    }
+
+    protected function firstAvailablePhone(): Attribute
+    {
+        return Attribute::get(function () {
+            $priority = ['primary', 'mobile', 'toll_free', 'fax'];
+
+            foreach ($priority as $type) {
+                $phone = $this->getPhoneByType($type);
+                if ($phone) {
+                    return $phone;
+                }
+            }
+
+            return null; // Return null if no phone numbers are available
+        });
+    }
+
+    private function getPhoneByType(string $type): ?string
+    {
+        if (! is_array($this->phones)) {
+            return null;
+        }
+
+        foreach ($this->phones as $phone) {
+            if ($phone['type'] === $type) {
+                return $phone['data']['number'] ?? null;
+            }
+        }
+
+        return null;
     }
 
     protected static function newFactory(): Factory

app/Models/Common/Offering.php

+<?php
+
+namespace App\Models\Common;
+
+use App\Casts\MoneyCast;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\AdjustmentCategory;
+use App\Enums\Accounting\AdjustmentType;
+use App\Enums\Common\OfferingType;
+use App\Models\Accounting\Account;
+use App\Models\Accounting\Adjustment;
+use App\Observers\OfferingObserver;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\MorphToMany;
+
+#[ObservedBy(OfferingObserver::class)]
+class Offering extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'name',
+        'description',
+        'type',
+        'price',
+        'sellable',
+        'purchasable',
+        'income_account_id',
+        'expense_account_id',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'type' => OfferingType::class,
+        'price' => MoneyCast::class,
+        'sellable' => 'boolean',
+        'purchasable' => 'boolean',
+    ];
+
+    public function clearSellableAdjustments(): void
+    {
+        if (! $this->sellable) {
+            $this->income_account_id = null;
+
+            $adjustmentIds = $this->salesAdjustments()->pluck('adjustment_id');
+
+            $this->adjustments()->detach($adjustmentIds);
+        }
+    }
+
+    public function clearPurchasableAdjustments(): void
+    {
+        if (! $this->purchasable) {
+            $this->expense_account_id = null;
+
+            $adjustmentIds = $this->purchaseAdjustments()->pluck('adjustment_id');
+
+            $this->adjustments()->detach($adjustmentIds);
+        }
+    }
+
+    public function incomeAccount(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'income_account_id');
+    }
+
+    public function expenseAccount(): BelongsTo
+    {
+        return $this->belongsTo(Account::class, 'expense_account_id');
+    }
+
+    public function adjustments(): MorphToMany
+    {
+        return $this->morphToMany(Adjustment::class, 'adjustmentable', 'adjustmentables');
+    }
+
+    public function salesAdjustments(): MorphToMany
+    {
+        return $this->adjustments()->where('type', AdjustmentType::Sales);
+    }
+
+    public function purchaseAdjustments(): MorphToMany
+    {
+        return $this->adjustments()->where('type', AdjustmentType::Purchase);
+    }
+
+    public function salesTaxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Sales);
+    }
+
+    public function purchaseTaxes(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Tax)->where('type', AdjustmentType::Purchase);
+    }
+
+    public function salesDiscounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Sales);
+    }
+
+    public function purchaseDiscounts(): MorphToMany
+    {
+        return $this->adjustments()->where('category', AdjustmentCategory::Discount)->where('type', AdjustmentType::Purchase);
+    }
+}

app/Models/Common/Vendor.php

+<?php
+
+namespace App\Models\Common;
+
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Common\ContractorType;
+use App\Enums\Common\VendorType;
+use App\Models\Accounting\Bill;
+use App\Models\Setting\Currency;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\MorphOne;
+
+class Vendor extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $table = 'vendors';
+
+    protected $fillable = [
+        'company_id',
+        'name',
+        'type',
+        'contractor_type',
+        'ssn',
+        'ein',
+        'currency_code',
+        'account_number',
+        'website',
+        'notes',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'type' => VendorType::class,
+        'contractor_type' => ContractorType::class,
+        'ssn' => 'encrypted',
+        'ein' => 'encrypted',
+    ];
+
+    public function bills(): HasMany
+    {
+        return $this->hasMany(Bill::class);
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function address(): MorphOne
+    {
+        return $this->morphOne(Address::class, 'addressable');
+    }
+
+    public function contact(): MorphOne
+    {
+        return $this->morphOne(Contact::class, 'contactable');
+    }
+}

app/Models/Company.php

 use App\Models\Accounting\AccountSubtype;
 use App\Models\Banking\BankAccount;
 use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Common\Client;
 use App\Models\Common\Contact;
+use App\Models\Common\Offering;
 use App\Models\Core\Department;
 use App\Models\Setting\Appearance;
 use App\Models\Setting\CompanyDefault;
 use App\Models\Setting\CompanyProfile;
 use App\Models\Setting\Currency;
-use App\Models\Setting\Discount;
 use App\Models\Setting\DocumentDefault;
 use App\Models\Setting\Localization;
-use App\Models\Setting\Tax;
 use Filament\Models\Contracts\HasAvatar;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Relations\HasMany;
         return $this->hasMany(Accounting\Account::class, 'company_id');
     }
 
+    public function addresses(): HasMany
+    {
+        return $this->hasMany(Common\Address::class, 'company_id');
+    }
+
+    public function adjustments(): HasMany
+    {
+        return $this->hasMany(Accounting\Adjustment::class, 'company_id');
+    }
+
     public function bankAccounts(): HasMany
     {
         return $this->hasMany(BankAccount::class, 'company_id');
     }
 
+    public function bills(): HasMany
+    {
+        return $this->hasMany(Accounting\Bill::class, 'company_id');
+    }
+
     public function appearance(): HasOne
     {
         return $this->hasOne(Appearance::class, 'company_id');
 
     }
 
+    public function clients(): HasMany
+    {
+        return $this->hasMany(Client::class, 'company_id');
+    }
+
     public function contacts(): HasMany
     {
         return $this->hasMany(Contact::class, 'company_id');
         return $this->hasMany(Department::class, 'company_id');
     }
 
-    public function discounts(): HasMany
+    public function invoices(): HasMany
     {
-        return $this->hasMany(Discount::class, 'company_id');
+        return $this->hasMany(Accounting\Invoice::class, 'company_id');
     }
 
     public function locale(): HasOne
         return $this->hasOne(CompanyProfile::class, 'company_id');
     }
 
-    public function taxes(): HasMany
+    public function transactions(): HasMany
     {
-        return $this->hasMany(Tax::class, 'company_id');
+        return $this->hasMany(Accounting\Transaction::class, 'company_id');
     }
 
-    public function transactions(): HasMany
+    public function offerings(): HasMany
     {
-        return $this->hasMany(Accounting\Transaction::class, 'company_id');
+        return $this->hasMany(Offering::class, 'company_id');
+    }
+
+    public function vendors(): HasMany
+    {
+        return $this->hasMany(Common\Vendor::class, 'company_id');
     }
 }

app/Models/Setting/Appearance.php

 use App\Concerns\CompanyOwned;
 use App\Enums\Setting\Font;
 use App\Enums\Setting\PrimaryColor;
-use App\Enums\Setting\RecordsPerPage;
-use App\Enums\Setting\TableSortDirection;
 use Database\Factories\Setting\AppearanceFactory;
 use Illuminate\Database\Eloquent\Factories\Factory;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
         'company_id',
         'primary_color',
         'font',
-        'table_sort_direction',
-        'records_per_page',
         'created_by',
         'updated_by',
     ];
     protected $casts = [
         'primary_color' => PrimaryColor::class,
         'font' => Font::class,
-        'table_sort_direction' => TableSortDirection::class,
-        'records_per_page' => RecordsPerPage::class,
     ];
 
     protected static function newFactory(): Factory

app/Models/Setting/CompanyDefault.php

 
 use App\Concerns\Blamable;
 use App\Concerns\CompanyOwned;
-use App\Enums\Setting\DiscountType;
-use App\Enums\Setting\TaxType;
 use App\Models\Banking\BankAccount;
 use Database\Factories\Setting\CompanyDefaultFactory;
 use Illuminate\Database\Eloquent\Factories\Factory;
         'company_id',
         'bank_account_id',
         'currency_code',
-        'sales_tax_id',
-        'purchase_tax_id',
-        'sales_discount_id',
-        'purchase_discount_id',
         'created_by',
         'updated_by',
     ];
         return $this->belongsTo(Currency::class, 'currency_code', 'code');
     }
 
-    public function salesTax(): BelongsTo
-    {
-        return $this->belongsTo(Tax::class, 'sales_tax_id', 'id')
-            ->where('type', TaxType::Sales);
-    }
-
-    public function purchaseTax(): BelongsTo
-    {
-        return $this->belongsTo(Tax::class, 'purchase_tax_id', 'id')
-            ->where('type', TaxType::Purchase);
-    }
-
-    public function salesDiscount(): BelongsTo
-    {
-        return $this->belongsTo(Discount::class, 'sales_discount_id', 'id')
-            ->where('type', DiscountType::Sales);
-    }
-
-    public function purchaseDiscount(): BelongsTo
-    {
-        return $this->belongsTo(Discount::class, 'purchase_discount_id', 'id')
-            ->where('type', DiscountType::Purchase);
-    }
-
     protected static function newFactory(): Factory
     {
         return CompanyDefaultFactory::new();