schema([ Forms\Components\Section::make('Account Information') ->schema([ Forms\Components\Select::make('type') ->options(BankAccountType::class) ->localizeLabel() ->searchable() ->columnSpan(1) ->default(BankAccountType::DEFAULT) ->live() ->afterStateUpdated(static function (Forms\Set $set, $state, ?BankAccount $record, string $operation) { if ($operation === 'create') { $set('account.subtype_id', null); } elseif ($operation === 'edit' && $record !== null) { if ($state !== $record->type->value) { $set('account.subtype_id', null); } else { $set('account.subtype_id', $record->account->subtype_id); } } }) ->required(), Forms\Components\Group::make() ->columnStart(2) ->relationship('account') ->schema([ Forms\Components\Select::make('subtype_id') ->options(static function (Forms\Get $get) { $typeValue = $get('data.type', true); // Bug: $get('type') returns string on edit, but returns Enum type on create $typeString = $typeValue instanceof BackedEnum ? $typeValue->value : $typeValue; return static::groupSubtypesBySubtypeType($typeString); }) ->localizeLabel() ->searchable() ->live() ->required(), ]), Forms\Components\Group::make() ->relationship('account') ->columns(2) ->columnSpanFull() ->schema([ Forms\Components\TextInput::make('name') ->maxLength(100) ->localizeLabel() ->required(), Forms\Components\Select::make('currency_code') ->localizeLabel('Currency') ->relationship('currency', 'name') ->default(CurrencyAccessor::getDefaultCurrency()) ->preload() ->searchable() ->live() ->required() ->createOptionForm([ Forms\Components\Select::make('code') ->localizeLabel() ->searchable() ->options(CurrencyAccessor::getAvailableCurrencies()) ->live() ->afterStateUpdated(static function (callable $set, $state) { if ($state === null) { return; } $currency_code = currency($state); $defaultCurrencyCode = currency()->getCurrency(); $forexEnabled = Forex::isEnabled(); $exchangeRate = $forexEnabled ? Forex::getCachedExchangeRate($defaultCurrencyCode, $state) : null; $set('name', $currency_code->getName() ?? ''); if ($forexEnabled && $exchangeRate !== null) { $set('rate', $exchangeRate); } }) ->required(), Forms\Components\TextInput::make('name') ->localizeLabel() ->maxLength(100) ->required(), Forms\Components\TextInput::make('rate') ->localizeLabel() ->numeric() ->required(), ])->createOptionAction(static function (Forms\Components\Actions\Action $action) { return $action ->label('Add Currency') ->slideOver() ->modalWidth('md') ->action(static function (array $data) { return DB::transaction(static function () use ($data) { $code = $data['code']; $name = $data['name']; $rate = $data['rate']; return (new CreateCurrency())->create($code, $name, $rate); }); }); }), ]), Forms\Components\Group::make() ->columns() ->columnSpanFull() ->schema([ Forms\Components\TextInput::make('number') ->localizeLabel('Account Number') ->unique(ignoreRecord: true, modifyRuleUsing: static function (Unique $rule, $state) { $companyId = Auth::user()->currentCompany->id; return $rule->where('company_id', $companyId)->where('number', $state); }) ->maxLength(20) ->validationAttribute('account number'), ToggleButton::make('enabled') ->localizeLabel('Default'), ]), ])->columns(), ]); } public static function table(Table $table): Table { return $table ->columns([ Tables\Columns\TextColumn::make('account.name') ->localizeLabel('Account') ->searchable() ->weight(FontWeight::Medium) ->icon(static fn (BankAccount $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null) ->tooltip(static fn (BankAccount $record) => $record->isEnabled() ? 'Default Account' : null) ->iconPosition('after') ->description(static fn (BankAccount $record) => $record->mask ?: 'N/A') ->sortable(), Tables\Columns\TextColumn::make('account.code') // Just so I could display the balance in the table for now ->localizeLabel('Current Balance') ->sortable() ->formatStateUsing(function (BankAccount $record) { $accountService = app(AccountService::class); $startDate = $record->account->company->locale->fiscalYearStartDate(); $endDate = $record->account->company->locale->fiscalYearEndDate(); return $accountService->getEndingBalance($record->account, $startDate, $endDate)?->formatted(); }), ]) ->filters([ // ]) ->actions([ Tables\Actions\EditAction::make(), Tables\Actions\Action::make('update_balance') ->hidden(function (BankAccount $record) { $usesDefaultCurrency = $record->account->currency->isEnabled(); $forexDisabled = Forex::isDisabled(); $sameExchangeRate = $record->account->currency->rate === $record->account->currency->live_rate; return $usesDefaultCurrency || $forexDisabled || $sameExchangeRate; }) ->label('Update Balance') ->icon('heroicon-o-currency-dollar') ->requiresConfirmation() ->modalDescription('Are you sure you want to update the balance with the latest exchange rate?') ->before(static function (Tables\Actions\Action $action, BankAccount $record) { if ($record->account->currency->isDisabled()) { $defaultCurrency = CurrencyAccessor::getDefaultCurrency(); $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->account->currency_code); if ($exchangeRate === null) { Notification::make() ->warning() ->title(__('Exchange Rate Unavailable')) ->body(__('The exchange rate for this account is currently unavailable. Please try again later.')) ->persistent() ->send(); $action->cancel(); } } }) ->action(static function (BankAccount $record) { if ($record->account->currency->isDisabled()) { $defaultCurrency = CurrencyAccessor::getDefaultCurrency(); $exchangeRate = Forex::getCachedExchangeRate($defaultCurrency, $record->account->currency_code); $oldExchangeRate = $record->account->currency->rate; if ($exchangeRate !== null && $exchangeRate !== $oldExchangeRate) { $scale = 10 ** $record->account->currency->precision; $cleanedBalance = (int) filter_var($record->account->starting_balance, FILTER_SANITIZE_NUMBER_INT); $newBalance = ($exchangeRate / $oldExchangeRate) * $cleanedBalance; $newBalanceInt = (int) round($newBalance, $scale); $record->account->starting_balance = money($newBalanceInt, $record->account->currency_code)->getValue(); $record->account->currency->rate = $exchangeRate; $record->account->currency->save(); $record->save(); Notification::make() ->success() ->title('Balance Updated Successfully') ->body(__('The :name account balance has been updated to reflect the current exchange rate.', ['name' => $record->account->name])) ->send(); } } }), ]) ->bulkActions([ Tables\Actions\BulkActionGroup::make([ Tables\Actions\DeleteBulkAction::make(), ]), ]) ->emptyStateActions([ Tables\Actions\CreateAction::make(), ]); } public static function getPages(): array { return [ 'index' => Pages\ListAccounts::route('/'), 'create' => Pages\CreateAccount::route('/create'), 'edit' => Pages\EditAccount::route('/{record}/edit'), ]; } public static function groupSubtypesBySubtypeType($typeString): array { $category = match ($typeString) { BankAccountType::Depository->value, BankAccountType::Investment->value => AccountCategory::Asset, BankAccountType::Credit->value, BankAccountType::Loan->value => AccountCategory::Liability, default => null, }; if ($category === null) { return []; } $subtypes = AccountSubtype::where('category', $category)->get(); return $subtypes->groupBy(fn (AccountSubtype $subtype) => $subtype->type->getLabel()) ->map(fn (Collection $subtypes, string $type) => $subtypes->mapWithKeys(static fn (AccountSubtype $subtype) => [$subtype->id => $subtype->name])) ->toArray(); } }