Merge pull request #101 from andrewdwallo/development-3.x

Development 3.x

README.md

@@ -15,7 +15,7 @@
 
 
 
-This repo is currently a work in progress — PRs and issues welcome!
+A Laravel and Filament-powered accounting platform, crafting a modern and automated solution for financial management.
 
 # Getting started
 
@@ -203,7 +203,8 @@ public static function getAllLanguages(): array
 
 ## Plaid Integration
 
-To integrate [Plaid](https://plaid.com/) with your application for enhanced financial data connectivity, you must first create an account with Plaid and obtain your credentials. Set your credentials in the `.env` file as follows:
+To integrate [Plaid](https://plaid.com/) with your application for enhanced financial data connectivity, you must first
+create an account with Plaid and obtain your credentials. Set your credentials in the `.env` file as follows:
 
 ```env
 PLAID_CLIENT_ID=your-client-id
@@ -212,9 +213,12 @@ PLAID_ENVIRONMENT=sandbox # Can be sandbox, development, or production
 PLAID_WEBHOOK_URL=https://my-static-domain.ngrok-free.app/api/plaid/webhook # Must have /api/plaid/webhook appended
 ```
 
-The `PLAID_WEBHOOK_URL` is essential as it enables your application to receive real-time updates on transactions from connected bank accounts. This webhook URL must contain a static domain, which can be obtained from services like ngrok that offer a free static domain upon signup. Alternatively, you may use any other service that provides a static domain.
+The `PLAID_WEBHOOK_URL` is essential as it enables your application to receive real-time updates on transactions from
+connected bank accounts. This webhook URL must contain a static domain, which can be obtained from services like ngrok
+that offer a free static domain upon signup. Alternatively, you may use any other service that provides a static domain.
 
-After integrating Plaid, you can connect your account on the "Connected Accounts" page and link your financial institution. Before importing transactions, ensure to run the following command to process the queued transactions:
+After integrating Plaid, you can connect your account on the "Connected Accounts" page and link your financial
+institution. Before importing transactions, ensure to run the following command to process the queued transactions:
 
 ```bash
 php artisan queue:work --queue=transactions
@@ -243,7 +247,6 @@ The testing process automatically handles refreshing and seeding the test databa
 migration is required. For more information on how to write and run tests using
 Pest, refer to the official documentation: [Pest Documentation](https://pestphp.com/docs).
 
-
 ## Dependencies
 
 - [filamentphp/filament](https://github.com/filamentphp/filament) - A collection of beautiful full-stack components
@@ -254,7 +257,8 @@ Pest, refer to the official documentation: [Pest Documentation](https://pestphp.
 - [akaunting/laravel-money](https://github.com/akaunting/laravel-money) - Currency formatting and conversion package for
   Laravel
 - [squirephp/squire](https://github.com/squirephp/squire) - A library of static Eloquent models for common fixture data
-- [awcodes/filament-table-repeater](https://github.com/awcodes/filament-table-repeater) - A modified version of the Filament Forms Repeater to display it as a table. 
+- [awcodes/filament-table-repeater](https://github.com/awcodes/filament-table-repeater) - A modified version of the
+  Filament Forms Repeater to display it as a table.
 
 ***Note*** : It is recommended to read the documentation for all dependencies to get yourself familiar with how the
 application works.

app/Concerns/NotifiesOnDelete.php

@@ -14,7 +14,7 @@ public static function notifyBeforeDelete(Model $record, string $reason): void
 
         Notification::make()
             ->danger()
-            ->title(translate('Action Denied'))
+            ->title(translate('Action denied'))
             ->body(translate(':Name cannot be deleted because it is :reason. Please update settings before deletion.', [
                 'Name' => $record->getAttribute('name'),
                 'reason' => $reason,
@@ -37,7 +37,7 @@ public static function notifyBeforeDeleteMultiple(Collection $records, string $r
 
         Notification::make()
             ->danger()
-            ->title(translate('Action Denied'))
+            ->title(translate('Action denied'))
             ->body($message)
             ->persistent()
             ->send();

app/Contracts/MoneyFormattableDTO.php

@@ -0,0 +1,8 @@
+<?php
+
+namespace App\Contracts;
+
+interface MoneyFormattableDTO
+{
+    public static function fromArray(array $balances): static;
+}

app/DTO/AccountBalanceDTO.php

@@ -2,7 +2,9 @@
 
 namespace App\DTO;
 
-class AccountBalanceDTO
+use App\Contracts\MoneyFormattableDTO;
+
+class AccountBalanceDTO implements MoneyFormattableDTO
 {
     public function __construct(
         public ?string $startingBalance,
@@ -11,4 +13,15 @@ public function __construct(
         public ?string $netMovement,
         public ?string $endingBalance,
     ) {}
+
+    public static function fromArray(array $balances): static
+    {
+        return new static(
+            startingBalance: $balances['starting_balance'] ?? null,
+            debitBalance: $balances['debit_balance'] ?? null,
+            creditBalance: $balances['credit_balance'] ?? null,
+            netMovement: $balances['net_movement'] ?? null,
+            endingBalance: $balances['ending_balance'] ?? null,
+        );
+    }
 }

app/DTO/AgingBucketDTO.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace App\DTO;
+
+use App\Contracts\MoneyFormattableDTO;
+
+readonly class AgingBucketDTO implements MoneyFormattableDTO
+{
+    /**
+     * @param  array<string, string>  $periods
+     */
+    public function __construct(
+        public string $current,
+        public array $periods,
+        public string $overPeriods,
+        public string $total,
+    ) {}
+
+    public static function fromArray(array $balances): static
+    {
+        $periods = [];
+
+        // Extract all period balances
+        foreach ($balances as $key => $value) {
+            if (str_starts_with($key, 'period_')) {
+                $periods[$key] = $value;
+                unset($balances[$key]);
+            }
+        }
+
+        return new static(
+            current: $balances['current'],
+            periods: $periods,
+            overPeriods: $balances['over_periods'],
+            total: $balances['total'],
+        );
+    }
+}

app/DTO/ClientReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class ClientReportDTO
+{
+    public function __construct(
+        public string $clientName,
+        public string $clientId,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/DTO/EntityReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class EntityReportDTO
+{
+    public function __construct(
+        public string $name,
+        public string $id,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/DTO/ReportDTO.php

@@ -12,6 +12,7 @@ public function __construct(
          */
         public array $categories,
         public ?AccountBalanceDTO $overallTotal = null,
+        public ?AgingBucketDTO $agingSummary = null,
         public array $fields = [],
         public ?string $reportType = null,
         public ?CashFlowOverviewDTO $overview = null,

app/DTO/VendorReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class VendorReportDTO
+{
+    public function __construct(
+        public string $vendorName,
+        public string $vendorId,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/Enums/Accounting/DocumentEntityType.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum DocumentEntityType: string implements HasLabel
+{
+    case Client = 'client';
+    case Vendor = 'vendor';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getReportTitle(): string
+    {
+        return match ($this) {
+            self::Client => 'Accounts Receivable Aging',
+            self::Vendor => 'Accounts Payable Aging',
+        };
+    }
+}

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

@@ -113,11 +113,11 @@ protected function getTimezoneChangeNotification(): Notification
     {
         return Notification::make()
             ->info()
-            ->title('Timezone Update Required')
+            ->title('Timezone update required')
             ->body('You have changed your country or state. Please update your timezone to ensure accurate date and time information.')
             ->actions([
                 \Filament\Notifications\Actions\Action::make('updateTimezone')
-                    ->label('Update Timezone')
+                    ->label('Update timezone')
                     ->url(Localization::getUrl()),
             ])
             ->persistent()
@@ -187,7 +187,7 @@ protected function getNeedsAddressCompletionAlert(): Component
     {
         return Banner::make('needsAddressCompletion')
             ->warning()
-            ->title('Address Information Incomplete')
+            ->title('Address information incomplete')
             ->description('Please complete the required address information for proper business operations.')
             ->visible(fn (CompanyProfileModel $record) => $record->address->isIncomplete())
             ->columnSpanFull();

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

@@ -168,7 +168,7 @@ protected function getContentSection(): Component
                     ->localizeLabel()
                     ->nullable(),
                 Textarea::make('footer')
-                    ->localizeLabel('Footer / Notes')
+                    ->localizeLabel('Footer')
                     ->nullable(),
             ])->columns();
     }
@@ -222,7 +222,7 @@ protected function getTemplateSection(): Component
                             ->options(Template::class),
                         Select::make('item_name.option')
                             ->softRequired()
-                            ->localizeLabel('Item Name')
+                            ->localizeLabel('Item name')
                             ->options(InvoiceModel::getAvailableItemNameOptions())
                             ->afterStateUpdated(static function (Get $get, Set $set, $state, $old) {
                                 if ($state !== 'other' && $old === 'other' && filled($get('item_name.custom'))) {
@@ -240,7 +240,7 @@ protected function getTemplateSection(): Component
                             ->nullable(),
                         Select::make('unit_name.option')
                             ->softRequired()
-                            ->localizeLabel('Unit Name')
+                            ->localizeLabel('Unit name')
                             ->options(InvoiceModel::getAvailableUnitNameOptions())
                             ->afterStateUpdated(static function (Get $get, Set $set, $state, $old) {
                                 if ($state !== 'other' && $old === 'other' && filled($get('unit_name.custom'))) {
@@ -258,7 +258,7 @@ protected function getTemplateSection(): Component
                             ->nullable(),
                         Select::make('price_name.option')
                             ->softRequired()
-                            ->localizeLabel('Price Name')
+                            ->localizeLabel('Price name')
                             ->options(InvoiceModel::getAvailablePriceNameOptions())
                             ->afterStateUpdated(static function (Get $get, Set $set, $state, $old) {
                                 if ($state !== 'other' && $old === 'other' && filled($get('price_name.custom'))) {
@@ -276,7 +276,7 @@ protected function getTemplateSection(): Component
                             ->nullable(),
                         Select::make('amount_name.option')
                             ->softRequired()
-                            ->localizeLabel('Amount Name')
+                            ->localizeLabel('Amount name')
                             ->options(InvoiceModel::getAvailableAmountNameOptions())
                             ->afterStateUpdated(static function (Get $get, Set $set, $state, $old) {
                                 if ($state !== 'other' && $old === 'other' && filled($get('amount_name.custom'))) {

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

@@ -157,9 +157,9 @@ protected function getDateAndTimeSection(): Component
 
     protected function getFinancialAndFiscalSection(): Component
     {
-        $beforeNumber = translate('Before Number');
-        $afterNumber = translate('After Number');
-        $selectPosition = translate('Select Position');
+        $beforeNumber = translate('Before number');
+        $afterNumber = translate('After number');
+        $selectPosition = translate('Select position');
 
         return Section::make('Financial & Fiscal')
             ->schema([
@@ -169,7 +169,7 @@ protected function getFinancialAndFiscalSection(): Component
                     ->options(NumberFormat::class),
                 Select::make('percent_first')
                     ->softRequired()
-                    ->localizeLabel('Percent Position')
+                    ->localizeLabel('Percent position')
                     ->boolean($beforeNumber, $afterNumber, $selectPosition),
                 Group::make()
                     ->schema([
@@ -197,7 +197,7 @@ protected function getFinancialAndFiscalSection(): Component
                             ->columnSpan(2)
                             ->required()
                             ->markAsRequired(false)
-                            ->label('Fiscal Year End'),
+                            ->label('Fiscal year end'),
                     ])->columns(3),
             ])->columns();
     }

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

@@ -27,7 +27,7 @@ class CurrencyResource extends Resource
 
     protected static ?string $model = CurrencyModel::class;
 
-    protected static ?string $modelLabel = 'Currency';
+    protected static ?string $modelLabel = 'currency';
 
     protected static ?string $cluster = Settings::class;
 
@@ -88,11 +88,11 @@ public static function form(Form $form): Form
                             ->maxLength(5)
                             ->required(),
                         Forms\Components\Select::make('symbol_first')
-                            ->localizeLabel('Symbol Position')
-                            ->boolean(translate('Before Amount'), translate('After Amount'), translate('Select a symbol position'))
+                            ->localizeLabel('Symbol position')
+                            ->boolean(translate('Before amount'), translate('After amount'), translate('Select a symbol position'))
                             ->required(),
                         Forms\Components\TextInput::make('decimal_mark')
-                            ->localizeLabel('Decimal Separator')
+                            ->localizeLabel('Decimal separator')
                             ->maxLength(1)
                             ->rule(static function (Forms\Get $get): Closure {
                                 return static function ($attribute, $value, Closure $fail) use ($get) {
@@ -126,8 +126,8 @@ public static function table(Table $table): Table
                     ->weight(FontWeight::Medium)
                     ->icon(static fn (CurrencyModel $record) => $record->isEnabled() ? 'heroicon-o-lock-closed' : null)
                     ->tooltip(static function (CurrencyModel $record) {
-                        $tooltipMessage = translate('Default :Record', [
-                            'Record' => static::getModelLabel(),
+                        $tooltipMessage = translate('Default :record', [
+                            'record' => static::getModelLabel(),
                         ]);
 
                         return $record->isEnabled() ? $tooltipMessage : null;