update composer.json and composer.lock files..

Improve category tabs

app/Abstracts/Http/Controller.php

@@ -16,6 +16,9 @@ use Illuminate\Pagination\Paginator;
 use Illuminate\Pagination\LengthAwarePaginator;
 use Illuminate\Routing\Controller as BaseController;
 
+/**
+ * @property string $type
+ */
 abstract class Controller extends BaseController
 {
     use AuthorizesRequests, Jobs, Permissions, Relationships, SearchString, ValidatesRequests;
@@ -114,6 +117,19 @@ abstract class Controller extends BaseController
             }
         }
 
+        if (! request()->has('list_records') && request()->has('search')) {
+            $status = $this->getSearchStringValue('status');
+
+            if (empty($status)) {
+                $tab_pins = setting('favorites.tab.' . user()->id, []);
+                $tab_pins = ! empty($tab_pins) ? json_decode($tab_pins, true) : [];
+
+                if (! empty($tab_pins) && (($tab_pins[$this->type] ?? null) === 'all')) {
+                    request()->offsetSet('list_records', 'all');
+                }
+            }
+        }
+
         if (request()->get('list_records') == 'all') {
             return;
         }
@@ -152,5 +168,105 @@ abstract class Controller extends BaseController
                 }
             }
         }
+
+        if (! request()->has('list_records') && request()->has('search')) {
+            $type = $this->getSearchStringValue('type');
+
+            if (empty($type)) {
+                $tab_pins = setting('favorites.tab.' . user()->id, []);
+                $tab_pins = ! empty($tab_pins) ? json_decode($tab_pins, true) : [];
+
+                if (! empty($tab_pins) && (($tab_pins['transactions'] ?? null) === 'all')) {
+                    request()->offsetSet('list_records', 'all');
+                }
+            }
+        }
+
+        if (request()->get('list_records') == 'all') {
+            return;
+        }
+
+        $type = $this->getSearchStringValue('type');
+
+        if (empty($type)) {
+            $search = config('type.transaction.transactions.route.params.income.search');
+
+            request()->offsetSet('search', $search);
+            request()->offsetSet('programmatic', '1');
+        } else {
+            $income = str_replace('type:', 'income', config('type.transaction.transactions.route.params.income.search'));
+            $expense = str_replace('type:', 'expense', config('type.transaction.transactions.route.params.expense.search'));
+
+            if (($type == $income) || ($type == $expense)) {
+                return;
+            }
+
+            request()->offsetSet('list_records', 'all');
+        }
+    }
+
+    public function setActiveTabForCategories(): void
+    {
+        if (! request()->has('list_records') && ! request()->has('search')) {
+            $tab_pins = setting('favorites.tab.' . user()->id, []);
+            $tab_pins = ! empty($tab_pins) ? json_decode($tab_pins, true) : [];
+
+            if (! empty($tab_pins) && ! empty($tab_pins['categories'])) {
+                $tab = $tab_pins['categories'];
+
+                if (! empty($tab)) {
+
+                    request()->offsetSet('list_records', $tab);
+                    request()->offsetSet('programmatic', '1');
+                }
+            }
+        }
+
+        if (! request()->has('list_records') && request()->has('search')) {
+            $type = $this->getSearchStringValue('type');
+
+            if (empty($type)) {
+                $tab_pins = setting('favorites.tab.' . user()->id, []);
+                $tab_pins = ! empty($tab_pins) ? json_decode($tab_pins, true) : [];
+
+                if (! empty($tab_pins) && (($tab_pins['categories'] ?? null) === 'all')) {
+                    request()->offsetSet('list_records', 'all');
+                }
+            }
+        }
+
+        if (request()->get('list_records') == 'all') {
+            return;
+        }
+
+        $types = $this->getSearchStringValue('type');
+
+        if (!empty($types)) {
+            $types = is_string($types) ? explode(',', $types) : $types;
+
+            $tab = config('type.category.' . $types[0] . '.group') ? config('type.category.' . $types[0] . '.group') : 'all';
+
+            if (!empty($types) && count($types) > 0) {
+                request()->offsetSet('list_records', $tab);
+
+                $currentSearch = request('search', '');
+
+                $searchParts = array_filter(explode(' ', $currentSearch), function($part) {
+                    return !empty(trim($part)) && !str_starts_with(trim($part), 'type:');
+                });
+
+                $searchParts[] = 'type:' . implode(',', $types);
+
+                request()->offsetSet('search', implode(' ', $searchParts));
+                request()->offsetSet('programmatic', '1');
+
+                return;
+            }
+        }
+
+        if (empty($tab)) {
+            request()->offsetSet('list_records', 'all');
+            request()->offsetSet('programmatic', '1');
+        }
     }
 }

app/Abstracts/Listeners/Report.php

@@ -5,13 +5,14 @@ namespace App\Abstracts\Listeners;
 use App\Models\Banking\Account;
 use App\Models\Common\Contact;
 use App\Models\Setting\Category;
+use App\Traits\Categories;
 use App\Traits\Contacts;
 use App\Traits\DateTime;
 use App\Traits\SearchString;
 
 abstract class Report
 {
-    use Contacts, DateTime, SearchString;
+    use Categories, Contacts, DateTime, SearchString;
 
     protected $classes = [];
 
@@ -90,22 +91,24 @@ abstract class Report
 
     public function getItemCategories($limit = false)
     {
-        return $this->getCategories('item', $limit);
+        return $this->getCategories($this->getItemCategoryTypes(), $limit);
     }
 
     public function getIncomeCategories($limit = false)
     {
-        return $this->getCategories('income', $limit);
+        return $this->getCategories($this->getIncomeCategoryTypes(), $limit);
     }
 
     public function getExpenseCategories($limit = false)
     {
-        return $this->getCategories('expense', $limit);
+        return $this->getCategories($this->getExpenseCategoryTypes(), $limit);
     }
 
     public function getIncomeExpenseCategories($limit = false)
     {
-        return $this->getCategories(['income', 'expense'], $limit);
+        $types = array_merge($this->getIncomeCategoryTypes(), $this->getExpenseCategoryTypes());
+
+        return $this->getCategories($types, $limit);
     }
 
     public function getCategories($types, $limit = false)

app/Abstracts/Widget.php

@@ -28,6 +28,8 @@ abstract class Widget
         'header' => 'components.widgets.header',
     ];
 
+    public array $data = [];
+
     public function __construct($model = null)
     {
         $this->model = $model;

app/BulkActions/Settings/Categories.php

@@ -53,6 +53,7 @@ class Categories extends BulkAction
     public function edit($request)
     {
         $selected = $this->getSelectedInput($request);
+
         $types = $this->getCategoryTypes();
 
         return $this->response('bulk-actions.settings.categories.edit', compact('selected', 'types'));

app/Exceptions/Handler.php

@@ -116,9 +116,9 @@ class Handler extends ExceptionHandler
      */
     protected function unauthenticated($request, AuthenticationException $exception)
     {
-        // Store the current url in the session
-        if ($request->url() !== config('app.url')) {
-            session(['url.intended' => $request->url()]);
+        // Store the current url in the session (fullUrl includes query string)
+        if ($request->fullUrl() !== config('app.url')) {
+            session(['url.intended' => $request->fullUrl()]);
         }
 
         return $request->expectsJson()

app/Exports/Settings/Categories.php

@@ -25,9 +25,11 @@ class Categories extends Export
     public function fields(): array
     {
         return [
+            'code',
             'name',
             'type',
             'color',
+            'description',
             'parent_name',
             'enabled',
         ];

app/Http/Controllers/Banking/RecurringTransactions.php

@@ -17,6 +17,7 @@ use App\Models\Setting\Tax;
 use App\Traits\Currencies;
 use App\Traits\DateTime;
 use App\Traits\Transactions as TransactionsTrait;
+use App\Utilities\Date;
 
 class RecurringTransactions extends Controller
 {
@@ -99,7 +100,9 @@ class RecurringTransactions extends Controller
      */
     public function store(Request $request)
     {
-        $response = $this->ajaxDispatch(new CreateTransaction($request->merge(['paid_at' => $request->get('recurring_started_at')])));
+        $request->merge(['paid_at' => $request->get('recurring_started_at')]);
+
+        $response = $this->ajaxDispatch(new CreateTransaction($request));
 
         if ($response['success']) {
             $response['redirect'] = route('recurring-transactions.show', $response['data']->id);
@@ -203,7 +206,9 @@ class RecurringTransactions extends Controller
      */
     public function update(Transaction $recurring_transaction, Request $request)
     {
-        $response = $this->ajaxDispatch(new UpdateTransaction($recurring_transaction, $request->merge(['paid_at' => $request->get('recurring_started_at')])));
+        $request->merge(['paid_at' => $request->get('recurring_started_at')]);
+
+        $response = $this->ajaxDispatch(new UpdateTransaction($recurring_transaction, $request));
 
         if ($response['success']) {
             $response['redirect'] = route('recurring-transactions.show', $recurring_transaction->id);

app/Http/Controllers/Modals/Categories.php

@@ -6,10 +6,14 @@ use App\Abstracts\Http\Controller;
 use App\Http\Requests\Setting\Category as Request;
 use App\Jobs\Setting\CreateCategory;
 use App\Models\Setting\Category;
+use App\Traits\Categories as Helper;
+use App\Traits\Modules;
 use Illuminate\Http\Request as IRequest;
 
 class Categories extends Controller
 {
+    use Helper, Modules;
+
     /**
      * Instantiate a new controller instance.
      */
@@ -29,19 +33,29 @@ class Categories extends Controller
      */
     public function create(IRequest $request)
     {
-        $type = $request->get('type', 'item');
+        $type = $request->get('type', Category::ITEM_TYPE);
+
+        $category_types = $this->getTypeCategoryTypes($type);
+        $hide_code_types = $this->hideCodeCategoryTypes($category_types);
 
         $categories = collect();
 
-        Category::type($type)->enabled()->orderBy('name')->get()->each(function ($category) use (&$categories) {
-            $categories->push([
-                'id' => $category->id,
-                'title' => $category->name,
-                'level' => $category->level,
-            ]);
-        });
+        Category::type($category_types)
+            ->enabled()
+            ->orderBy('name')
+            ->get()
+            ->each(function ($category) use (&$categories) {
+                $categories->push([
+                    'id' => $category->id,
+                    'title' => $category->name,
+                    'level' => $category->level,
+                ]);
+            });
 
-        $html = view('modals.categories.create', compact('type', 'categories'))->render();
+        $type_group = count($category_types) > 1 ? true : false;
+        $types = $this->getCategoryTypes(group: true, types: $category_types);
+
+        $html = view('modals.categories.create', compact('type', 'types', 'categories', 'type_group', 'hide_code_types'))->render();
 
         return response()->json([
             'success' => true,
@@ -61,7 +75,7 @@ class Categories extends Controller
     public function store(Request $request)
     {
         $request['enabled'] = 1;
-        $request['type'] = $request->get('type', 'income');
+        $request['type'] = $request->get('type', Category::ITEM_TYPE);
         $request['color'] = $request->get('color', '#' . dechex(rand(0x000000, 0xFFFFFF)));
 
         $response = $this->ajaxDispatch(new CreateCategory($request));

app/Http/Controllers/Purchases/RecurringBills.php

@@ -13,6 +13,7 @@ use App\Jobs\Document\UpdateDocument;
 use App\Models\Common\Recurring;
 use App\Models\Document\Document;
 use App\Traits\Documents;
+use App\Utilities\Date;
 
 class RecurringBills extends Controller
 {
@@ -80,7 +81,11 @@ class RecurringBills extends Controller
      */
     public function store(Request $request)
     {
-        $response = $this->ajaxDispatch(new CreateDocument($request->merge(['issued_at' => $request->get('recurring_started_at')])));
+        $issue_at = Date::parse($request->get('recurring_started_at'))->format('Y-m-d');
+
+        $request->merge(['issued_at' => $issue_at]);
+
+        $response = $this->ajaxDispatch(new CreateDocument($request));
 
         if ($response['success']) {
             $response['redirect'] = route('recurring-bills.show', $response['data']->id);
@@ -163,7 +168,11 @@ class RecurringBills extends Controller
      */
     public function update(Document $recurring_bill, Request $request)
     {
-        $response = $this->ajaxDispatch(new UpdateDocument($recurring_bill, $request->merge(['issued_at' => $request->get('recurring_started_at')])));
+        $issue_at = Date::parse($request->get('recurring_started_at'))->format('Y-m-d');
+
+        $request->merge(['issued_at' => $issue_at]);
+
+        $response = $this->ajaxDispatch(new UpdateDocument($recurring_bill, $request));
 
         if ($response['success']) {
             $response['redirect'] = route('recurring-bills.show', $response['data']->id);

app/Http/Controllers/Sales/RecurringInvoices.php

@@ -13,6 +13,7 @@ use App\Jobs\Document\UpdateDocument;
 use App\Models\Common\Recurring;
 use App\Models\Document\Document;
 use App\Traits\Documents;
+use App\Utilities\Date;
 
 class RecurringInvoices extends Controller
 {
@@ -80,7 +81,9 @@ class RecurringInvoices extends Controller
      */
     public function store(Request $request)
     {
-        $request->merge(['issued_at' => $request->get('recurring_started_at')]);
+        $issue_at = Date::parse($request->get('recurring_started_at'))->format('Y-m-d');
+
+        $request->merge(['issued_at' => $issue_at]);
 
         $response = $this->ajaxDispatch(new CreateDocument($request));
 
@@ -165,7 +168,9 @@ class RecurringInvoices extends Controller
      */
     public function update(Document $recurring_invoice, Request $request)
     {
-        $request->merge(['issued_at' => $request->get('recurring_started_at')]);
+        $issue_at = Date::parse($request->get('recurring_started_at'))->format('Y-m-d');
+
+        $request->merge(['issued_at' => $issue_at]);
 
         $response = $this->ajaxDispatch(new UpdateDocument($recurring_invoice, $request));
 

app/Http/Controllers/Settings/Categories.php

@@ -24,17 +24,44 @@ class Categories extends Controller
      */
     public function index()
     {
+        $this->setActiveTabForCategories();
+
         $query = Category::with('sub_categories');
 
-        if (request()->has('search')) {
-            $query->withSubcategory();
+        if (search_string_value('searchable')) {
+            $query->withSubCategory();
         }
 
         $types = $this->getCategoryTypes();
 
-        $categories = $query->type(array_keys($types))->collect();
+        if (request()->get('list_records') == 'all') {
+            $query->type(array_keys($types));
+        }
 
-        return $this->response('settings.categories.index', compact('categories', 'types'));
+        $categories = $query->collect();
+
+        $tabs = $this->getCategoryTabs();
+
+        $tab = request()->get('list_records');
+        $tab_active = ! empty($tab) ? 'categories-' . $tab : 'categories-all';
+
+        $hide_code_column = true;
+
+        $search_string_type = search_string_value('type');
+        $selected_types = ! empty($search_string_type) ? explode(',', $search_string_type) : array_keys($types);
+
+        foreach (config('type.category', []) as $type => $config) {
+            if (! in_array($type, $selected_types)) {
+                continue;
+            }
+
+            if (empty($config['hide']) || !in_array('code', $config['hide'])) {
+                $hide_code_column = false;
+                break;
+            }
+        }
+
+        return $this->response('settings.categories.index', compact('categories', 'types', 'tabs', 'tab_active', 'hide_code_column'));
     }
 
     /**
@@ -54,14 +81,17 @@ class Categories extends Controller
      */
     public function create()
     {
-        $types = $this->getCategoryTypes();
-
         $categories = [];
 
         foreach (config('type.category') as $type => $config) {
             $categories[$type] = [];
         }
 
+        $type_group = $this->isGroupCategoryType();
+        $hide_code_types = $this->hideCodeCategoryTypes(array_keys($categories));
+
+        $types = $this->getCategoryTypes(group: $type_group);
+
         Category::enabled()->orderBy('name')->get()->each(function ($category) use (&$categories) {
             $categories[$category->type][] = [
                 'id' => $category->id,
@@ -70,7 +100,7 @@ class Categories extends Controller
             ];
         });
 
-        return view('settings.categories.create', compact('types', 'categories'));
+        return view('settings.categories.create', compact('types', 'categories', 'type_group', 'hide_code_types'));
     }
 
     /**
@@ -134,8 +164,6 @@ class Categories extends Controller
      */
     public function edit(Category $category)
     {
-        $types = $this->getCategoryTypes();
-
         $type_disabled = (Category::where('type', $category->type)->count() == 1) ?: false;
 
         $edited_category_id = $category->id;
@@ -146,6 +174,11 @@ class Categories extends Controller
             $categories[$type] = [];
         }
 
+        $type_group = $this->isGroupCategoryType();
+        $hide_code_types = $this->hideCodeCategoryTypes(array_keys($categories));
+
+        $types = $this->getCategoryTypes(group: $type_group);
+
         $skip_categories = [];
         $skip_categories[] = $edited_category_id;
 
@@ -175,7 +208,7 @@ class Categories extends Controller
 
         $parent_categories = $categories[$category->type] ?? [];
 
-        return view('settings.categories.edit', compact('category', 'types', 'type_disabled', 'categories', 'parent_categories'));
+        return view('settings.categories.edit', compact('category', 'types', 'type_disabled', 'categories', 'parent_categories', 'type_group', 'hide_code_types'));
     }
 
     /**

app/Http/Controllers/Settings/Defaults.php

@@ -6,9 +6,12 @@ use App\Abstracts\Http\SettingController;
 use App\Models\Banking\Account;
 use App\Models\Setting\Category;
 use App\Models\Setting\Tax;
+use App\Traits\Categories;
 
 class Defaults extends SettingController
 {
+    use Categories;
+
     public function edit()
     {
         $accounts = Account::enabled()->orderBy('name')->get()->pluck('title', 'id');
@@ -39,11 +42,16 @@ class Defaults extends SettingController
 
         $taxes = Tax::enabled()->orderBy('name')->get()->pluck('title', 'id');
 
+        $income_category_types = $this->getIncomeCategoryTypes('string');
+        $expense_category_types = $this->getExpenseCategoryTypes('string');
+
         return view('settings.default.edit', compact(
             'accounts',
             'sales_categories',
             'purchases_categories',
             'taxes',
+            'income_category_types',
+            'expense_category_types',
         ));
     }
 }

app/Http/Requests/Setting/Category.php

@@ -15,8 +15,14 @@ class Category extends FormRequest
     {
         $types = collect(config('type.category'))->keys();
 
+        $type = $this->request->get('type');
+        $config = config('type.category.' . $type, []);
+        $code_hidden = !empty($config['hide']) && in_array('code', $config['hide']);
+        $code = $code_hidden ? 'nullable|string' : 'required|string';
+
         return [
             'name' => 'required|string',
+            'code' => $code,
             'type' => 'required|string|in:' . $types->implode(','),
             'color' => 'required|string|colour',
         ];

app/Http/Resources/Setting/Category.php

@@ -17,9 +17,11 @@ class Category extends JsonResource
         return [
             'id' => $this->id,
             'company_id' => $this->company_id,
+            'code' => $this->code,
             'name' => $this->name,
             'type' => $this->type,
             'color' => $this->color,
+            'description' => $this->description,
             'enabled' => $this->enabled,
             'parent_id' => $this->parent_id,
             'created_from' => $this->created_from,

app/Imports/Purchases/Bills/Sheets/BillTransactions.php

@@ -5,6 +5,7 @@ namespace App\Imports\Purchases\Bills\Sheets;
 use App\Abstracts\Import;
 use App\Http\Requests\Banking\Transaction as Request;
 use App\Models\Banking\Transaction as Model;
+use App\Models\Setting\Category;
 
 class BillTransactions extends Import
 {
@@ -36,9 +37,9 @@ class BillTransactions extends Import
 
         $row = parent::map($row);
 
-        $row['type'] = 'expense';
+        $row['type'] = Model::EXPENSE_TYPE;
         $row['account_id'] = $this->getAccountId($row);
-        $row['category_id'] = $this->getCategoryId($row, 'expense');
+        $row['category_id'] = $this->getCategoryId($row, Category::EXPENSE_TYPE);
         $row['contact_id'] = $this->getContactId($row, 'vendor');
         $row['currency_code'] = $this->getCurrencyCode($row);
         $row['document_id'] = $this->getDocumentId($row);

app/Imports/Sales/Invoices/Sheets/InvoiceTransactions.php

@@ -5,6 +5,7 @@ namespace App\Imports\Sales\Invoices\Sheets;
 use App\Abstracts\Import;
 use App\Http\Requests\Banking\Transaction as Request;
 use App\Models\Banking\Transaction as Model;
+use App\Models\Setting\Category;
 
 class InvoiceTransactions extends Import
 {
@@ -37,10 +38,10 @@ class InvoiceTransactions extends Import
 
         $row = parent::map($row);
 
-        $row['type'] = 'income';
+        $row['type'] = Model::INCOME_TYPE;
         $row['currency_code'] = $this->getCurrencyCode($row);
         $row['account_id'] = $this->getAccountId($row);
-        $row['category_id'] = $this->getCategoryId($row, 'income');
+        $row['category_id'] = $this->getCategoryId($row, Category::INCOME_TYPE);
         $row['contact_id'] = $this->getContactId($row, 'customer');
         $row['document_id'] = $this->getDocumentId($row);
         $row['number'] = $row['transaction_number'];

app/Imports/Settings/Categories.php

@@ -15,6 +15,8 @@ class Categories extends Import
     public $columns = [
         'name',
         'type',
+        'code',
+        'description',
     ];
 
     public function model(array $row)

app/Jobs/Banking/UpdateBankingDocumentTransaction.php

@@ -39,19 +39,6 @@ class UpdateBankingDocumentTransaction extends Job implements ShouldUpdate
         \DB::transaction(function () {
             $this->transaction = $this->dispatch(new UpdateTransaction($this->transaction, $this->request));
 
-            // Upload attachment
-            if ($this->request->file('attachment')) {
-                $this->deleteMediaModel($this->transaction, 'attachment', $this->request);
-
-                $media = $this->getMedia($this->request->file('attachment'), 'transactions');
-
-                $this->transaction->attachMedia($media, 'attachment');
-            } elseif ($this->request->isNotApi() && ! $this->request->file('attachment') && $this->transaction->attachment) {
-                $this->deleteMediaModel($this->transaction, 'attachment', $this->request);
-            } elseif ($this->request->isApi() && $this->request->has('remove_attachment') && $this->transaction->attachment) {
-                $this->deleteMediaModel($this->transaction, 'attachment', $this->request);
-            }
-
             $this->model->save();
 
             $this->createHistory();

app/Jobs/Document/UpdateDocument.php

@@ -18,6 +18,8 @@ class UpdateDocument extends Job implements ShouldUpdate
 
     public function handle(): Document
     {
+        $this->authorize();
+
         if (empty($this->request['amount'])) {
             $this->request['amount'] = 0;
         }
@@ -27,7 +29,10 @@ class UpdateDocument extends Job implements ShouldUpdate
 
         event(new DocumentUpdating($this->model, $this->request));
 
-        \DB::transaction(function () {
+        // Track original contact_id to sync transactions if it changes
+        $originalContactId = $this->model->contact_id;
+
+        \DB::transaction(function () use ($originalContactId) {
             // Upload attachment
             if ($this->request->file('attachment')) {
                 $this->deleteMediaModel($this->model, 'attachment', $this->request);
@@ -66,6 +71,13 @@ class UpdateDocument extends Job implements ShouldUpdate
 
             $this->model->update($this->request->all());
 
+            // Sync transaction contact_id if document contact changed
+            if (isset($this->request['contact_id']) && $originalContactId != $this->request['contact_id']) {
+                $this->model->transactions()->update([
+                    'contact_id' => $this->request['contact_id'],
+                ]);
+            }
+
             $this->model->updateRecurring($this->request->all());
         });
 
@@ -73,4 +85,23 @@ class UpdateDocument extends Job implements ShouldUpdate
 
         return $this->model;
     }
+
+    /**
+     * Determine if this action is applicable.
+     */
+    public function authorize(): void
+    {
+        $lockedStatuses = ['sent', 'received', 'viewed', 'partial', 'paid', 'overdue', 'unpaid', 'cancelled'];
+
+        if (
+            isset($this->request['contact_id']) &&
+            (int) $this->request['contact_id'] !== (int) $this->model->contact_id &&
+            in_array($this->model->status, $lockedStatuses)
+        ) {
+            $type = Str::plural($this->model->type);
+            $message = trans('messages.warning.contact_change', ['type' => trans_choice("general.$type", 1)]);
+
+            throw new \Exception($message);
+        }
+    }
 }

app/Listeners/Report/AddExpenseCategories.php

@@ -26,8 +26,8 @@ class AddExpenseCategories extends Listener
         }
 
         // send true for add limit on search and filter..
-        $event->class->filters['categories'] = $this->getExpenseCategories(true);
-        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:expense enabled:1'];
+        $event->class->filters['categories'] = $this->getExpenseCategories();
+        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:' . $this->getExpenseCategoryTypes('string') . ' enabled:1'];
         $event->class->filters['multiple']['categories'] = true;
     }
 

app/Listeners/Report/AddIncomeCategories.php

@@ -26,8 +26,8 @@ class AddIncomeCategories extends Listener
         }
 
         // send true for add limit on search and filter..
-        $event->class->filters['categories'] = $this->getIncomeCategories(true);
-        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:income enabled:1'];
+        $event->class->filters['categories'] = $this->getIncomeCategories();
+        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:' . $this->getIncomeCategoryTypes('string') . ' enabled:1'];
         $event->class->filters['multiple']['categories'] = true;
     }
 

app/Listeners/Report/AddIncomeExpenseCategories.php

@@ -27,8 +27,10 @@ class AddIncomeExpenseCategories extends Listener
             return;
         }
 
-        $event->class->filters['categories'] = $this->getIncomeExpenseCategories(true);
-        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:income,expense enabled:1'];
+        $types = array_merge($this->getIncomeCategoryTypes(), $this->getExpenseCategoryTypes());
+
+        $event->class->filters['categories'] = $this->getIncomeExpenseCategories();
+        $event->class->filters['routes']['categories'] = ['categories.index', 'search=type:' . implode(',', $types) . ' enabled:1'];
         $event->class->filters['multiple']['categories'] = true;
     }
 
@@ -69,7 +71,7 @@ class AddIncomeExpenseCategories extends Listener
             return;
         }
 
-        $categories = Category::type(['income', 'expense'])->orderBy('name')->get();
+        $categories = Category::type(array_merge($this->getIncomeCategoryTypes(), $this->getExpenseCategoryTypes()))->orderBy('name')->get();
         $rows = $categories->pluck('name', 'id')->toArray();
 
         $this->setRowNamesAndValuesForCategories($event, $rows, $categories);
@@ -83,10 +85,12 @@ class AddIncomeExpenseCategories extends Listener
     {
         foreach ($event->class->dates as $date) {
             foreach ($event->class->tables as $table_key => $table_name) {
+                $table_keys = $table_key == Category::INCOME_TYPE ? $this->getIncomeCategoryTypes() : $this->getExpenseCategoryTypes();
+
                 foreach ($rows as $id => $name) {
                     $category = $categories->where('id', $id)->first();
 
-                    if ($category->type != $table_key) {
+                    if (!in_array($category->type, $table_keys)) {
                         continue;
                     }
 
@@ -100,10 +104,12 @@ class AddIncomeExpenseCategories extends Listener
     public function setTreeNodesForCategories($event, $nodes, $categories)
     {
         foreach ($event->class->tables as $table_key => $table_name) {
+            $table_keys = $table_key == Category::INCOME_TYPE ? $this->getIncomeCategoryTypes() : $this->getExpenseCategoryTypes();
+
             foreach ($nodes as $id => $node) {
                 $category = $categories->where('id', $id)->first();
 
-                if ($category->type != $table_key) {
+                if (!in_array($category->type, $table_keys)) {
                     continue;
                 }
 

app/Listeners/Report/AddSearchString.php

@@ -28,8 +28,8 @@ class AddSearchString extends Listener
             return;
         }
 
-        $old = old();
-        $request = request()->all();
+        $old = old() ?? [];
+        $request = request()->all() ?? [];
 
         if ($old || $request) {
             $input = request('search');

app/Models/Common/Company.php

@@ -616,9 +616,10 @@ class Company extends Eloquent implements Ownable
         setting()->forgetAll();
         setting()->load(true);
 
-        // Override settings and currencies
+        // Override settings, currencies, and category types
         Overrider::load('settings');
         Overrider::load('currencies');
+        Overrider::load('categoryTypes');
 
         event(new CompanyMadeCurrent($this));
 

app/Models/Setting/Category.php

@@ -4,11 +4,13 @@ namespace App\Models\Setting;
 
 use App\Abstracts\Model;
 use App\Builders\Category as Builder;
+use App\Models\Banking\Transaction;
 use App\Models\Document\Document;
 use App\Interfaces\Export\WithParentSheet;
 use App\Relations\HasMany\Category as HasMany;
 use App\Scopes\Category as Scope;
 use App\Traits\Categories;
+use App\Traits\DateTime;
 use App\Traits\Tailwind;
 use App\Traits\Transactions;
 use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
@@ -17,7 +19,7 @@ use Illuminate\Database\Eloquent\Model as EloquentModel;
 
 class Category extends Model
 {
-    use Categories, HasFactory, Tailwind, Transactions;
+    use Categories, HasFactory, Tailwind, Transactions, DateTime;
 
     public const INCOME_TYPE = 'income';
     public const EXPENSE_TYPE = 'expense';
@@ -33,14 +35,14 @@ class Category extends Model
      *
      * @var array
      */
-    protected $fillable = ['company_id', 'name', 'type', 'color', 'enabled', 'created_from', 'created_by', 'parent_id'];
+    protected $fillable = ['company_id', 'code', 'name', 'type', 'color', 'description', 'enabled', 'created_from', 'created_by', 'parent_id'];
 
     /**
      * Sortable columns.
      *
      * @var array
      */
-    public $sortable = ['name', 'type', 'enabled'];
+    public $sortable = ['code', 'name', 'type', 'enabled'];
 
     /**
      * The "booted" method of the model.
@@ -137,6 +139,18 @@ class Category extends Model
         return $this->hasMany('App\Models\Banking\Transaction');
     }
 
+    /**
+     * Scope code.
+     *
+     * @param \Illuminate\Database\Eloquent\Builder $query
+     * @param $code
+     * @return \Illuminate\Database\Eloquent\Builder
+     */
+    public function scopeCode($query, $code)
+    {
+        return $query->where('code', $code);
+    }
+
     /**
      * Scope to only include categories of a given type.
      *
@@ -155,46 +169,50 @@ class Category extends Model
 
     /**
      * Scope to include only income.
+     * Uses Categories trait to support multiple income types (e.g. from modules).
      *
      * @param \Illuminate\Database\Eloquent\Builder $query
      * @return \Illuminate\Database\Eloquent\Builder
      */
     public function scopeIncome($query)
     {
-        return $query->where($this->qualifyColumn('type'), '=', 'income');
+        return $query->whereIn($this->qualifyColumn('type'), $this->getIncomeCategoryTypes());
     }
 
     /**
      * Scope to include only expense.
+     * Uses Categories trait to support multiple expense types (e.g. from modules).
      *
      * @param \Illuminate\Database\Eloquent\Builder $query
      * @return \Illuminate\Database\Eloquent\Builder
      */
     public function scopeExpense($query)
     {
-        return $query->where($this->qualifyColumn('type'), '=', 'expense');
+        return $query->whereIn($this->qualifyColumn('type'), $this->getExpenseCategoryTypes());
     }
 
     /**
      * Scope to include only item.
+     * Uses Categories trait to support multiple item types (e.g. from modules).
      *
      * @param \Illuminate\Database\Eloquent\Builder $query
      * @return \Illuminate\Database\Eloquent\Builder
      */
     public function scopeItem($query)
     {
-        return $query->where($this->qualifyColumn('type'), '=', 'item');
+        return $query->whereIn($this->qualifyColumn('type'), $this->getItemCategoryTypes());
     }
 
     /**
      * Scope to include only other.
+     * Uses Categories trait to support multiple other types (e.g. from modules).
      *
      * @param \Illuminate\Database\Eloquent\Builder $query
      * @return \Illuminate\Database\Eloquent\Builder
      */
     public function scopeOther($query)
     {
-        return $query->where($this->qualifyColumn('type'), '=', 'other');
+        return $query->whereIn($this->qualifyColumn('type'), $this->getOtherCategoryTypes());
     }
 
     public function scopeName($query, $name)
@@ -213,6 +231,17 @@ class Category extends Model
         return $query->withoutGlobalScope(new Scope);
     }
 
+    /**
+     * Scope gets only parent categories.
+     *
+     * @param \Illuminate\Database\Eloquent\Builder $query
+     * @return \Illuminate\Database\Eloquent\Builder
+     */
+    public function scopeIsNotSubCategory($query)
+    {
+        return $query->whereNull('parent_id');
+    }
+
     /**
      * Scope to export the rows of the current page filtered and sorted.
      *
@@ -233,7 +262,7 @@ class Category extends Model
 
         $search = $request->get('search');
 
-        $query->withSubcategory();
+        $query->withSubCategory();
 
         $query->usingSearchString($search)->sortable($sort);
 
@@ -261,9 +290,91 @@ class Category extends Model
     /**
      * Get the display name of the category.
      */
-    public function getDisplayNameAttribute()
+    public function getDisplayNameAttribute(): string
     {
-        return $this->name . ' (' . ucfirst($this->type) . ')';
+        $hideCode = $this->hideCodeCategoryType($this->type);
+        $typeNames = $this->getCategoryTypes();
+
+        $typeName = $typeNames[$this->type] ?? ucfirst($this->type);
+
+        $prefix = (!$hideCode && $this->code) ? $this->code . ' - ' : '';
+
+        return $prefix . $this->name . ' (' . $typeName . ')';
+    }
+
+    /**
+     * Get the balance of a category.
+     *
+     * @return double
+     */
+    public function getBalanceAttribute()
+    {
+        // If view composer has set the balance, return it directly
+        if (isset($this->de_balance)) {
+            return $this->de_balance;
+        }
+
+        $financial_year = $this->getFinancialYear();
+
+        $start_date = $financial_year->getStartDate();
+        $end_date = $financial_year->getEndDate();
+
+        $this->transactions->whereBetween('paid_at', [$start_date, $end_date])
+            ->each(function ($transaction) use (&$incomes, &$expenses) {
+                if (($transaction->isNotIncome() && $transaction->isNotExpense()) || $transaction->isTransferTransaction()) {
+                    return;
+                }
+
+                if ($transaction->isIncome()) {
+                    $incomes += $transaction->getAmountConvertedToDefault();
+                } else {
+                    $expenses += $transaction->getAmountConvertedToDefault();
+                }
+            });
+
+        $balance = $incomes - $expenses;
+
+        $this->sub_categories()
+            ->each(function ($sub_category) use (&$balance) {
+                $balance += $sub_category->balance;
+            });
+
+        return $balance;
+    }
+
+    /**
+     * Get the balance of a category without considering sub categories.
+     *
+     * @return double
+     */
+    public function getBalanceWithoutSubcategoriesAttribute()
+    {
+        // If view composer has set the balance, return it directly
+        if (isset($this->without_subcategory_de_balance)) {
+            return $this->without_subcategory_de_balance;
+        }
+
+        $financial_year = $this->getFinancialYear();
+
+        $start_date = $financial_year->getStartDate();
+        $end_date = $financial_year->getEndDate();
+
+        $this->transactions->whereBetween('paid_at', [$start_date, $end_date])
+            ->each(function ($transaction) use (&$incomes, &$expenses) {
+                if (($transaction->isNotIncome() && $transaction->isNotExpense()) || $transaction->isTransferTransaction()) {
+                    return;
+                }
+
+                if ($transaction->isIncome()) {
+                    $incomes += $transaction->getAmountConvertedToDefault();
+                } else {
+                    $expenses += $transaction->getAmountConvertedToDefault();
+                }
+            });
+
+        $balance = $incomes - $expenses;
+
+        return $balance;
     }
 
     /**
@@ -303,6 +414,19 @@ class Category extends Model
         return $actions;
     }
 
+    /**
+     * A no-op callback that gets fired when a model is cloning but before it gets
+     * committed to the database
+     *
+     * @param  Illuminate\Database\Eloquent\Model $src
+     * @param  boolean $child
+     * @return void
+     */
+    public function onCloning($src, $child = null)
+    {
+        $this->code = $this->getNextCategoryCode();
+    }
+
     /**
      * Create a new factory instance for the model.
      *

app/Traits/Categories.php

@@ -8,10 +8,158 @@ use Illuminate\Support\Str;
 
 trait Categories
 {
-    public function getCategoryTypes(bool $translate = true): array
+    public function isIncomeCategory(): bool
     {
-        $types = [];
-        $configs = config('type.category');
+        $type = $this->type ?? $this->category->type ?? $this->model->type ?? Category::INCOME_TYPE;
+
+        return in_array($type, $this->getIncomeCategoryTypes());
+    }
+
+    public function isExpenseCategory(): bool
+    {
+        $type = $this->type ?? $this->category->type ?? $this->model->type ?? Category::EXPENSE_TYPE;
+
+        return in_array($type, $this->getExpenseCategoryTypes());
+    }
+
+    public function isItemCategory(): bool
+    {
+        $type = $this->type ?? $this->category->type ?? $this->model->type ?? Category::ITEM_TYPE;
+
+        return in_array($type, $this->getItemCategoryTypes());
+    }
+
+    public function isOtherCategory(): bool
+    {
+        $type = $this->type ?? $this->category->type ?? $this->model->type ?? Category::OTHER_TYPE;
+
+        return in_array($type, $this->getOtherCategoryTypes());
+    }
+
+    public function getTypeCategoryTypes(string $type, string $return = 'array'): string|array
+    {
+        switch ($type) {
+            case Category::INCOME_TYPE:
+                $types = $this->getIncomeCategoryTypes($return);
+                break;
+            case Category::EXPENSE_TYPE:
+                $types = $this->getExpenseCategoryTypes($return);
+                break;
+            case Category::ITEM_TYPE:
+                $types = $this->getItemCategoryTypes($return);
+                break;
+            case Category::OTHER_TYPE:
+                $types = $this->getOtherCategoryTypes($return);
+                break;
+            default:
+                $types = ($return == 'array') ? [$type] : $type;
+        }
+
+        return $types;
+    }
+
+    public function getIncomeCategoryTypes(string $return = 'array'): string|array
+    {
+        return $this->getCategoryTypesByIndex(Category::INCOME_TYPE, $return);
+    }
+
+    public function getExpenseCategoryTypes(string $return = 'array'): string|array
+    {
+        return $this->getCategoryTypesByIndex(Category::EXPENSE_TYPE, $return);
+    }
+
+    public function getItemCategoryTypes(string $return = 'array'): string|array
+    {
+        return $this->getCategoryTypesByIndex(Category::ITEM_TYPE, $return);
+    }
+
+    public function getOtherCategoryTypes(string $return = 'array'): string|array
+    {
+        return $this->getCategoryTypesByIndex(Category::OTHER_TYPE, $return);
+    }
+
+    public function getCategoryTypesByIndex(string $index, string $return = 'array'): string|array
+    {
+        $types = (string) setting('category.type.' . $index);
+
+        return ($return == 'array') ? explode(',', $types) : $types;
+    }
+
+    public function addIncomeCategoryType(string $new_type): void
+    {
+        $this->addCategoryType($new_type, Category::INCOME_TYPE);
+    }
+
+    public function addExpenseCategoryType(string $new_type): void
+    {
+        $this->addCategoryType($new_type, Category::EXPENSE_TYPE);
+    }
+
+    public function addItemCategoryType(string $new_type): void
+    {
+        $this->addCategoryType($new_type, Category::ITEM_TYPE);
+    }
+
+    public function addOtherCategoryType(string $new_type): void
+    {
+        $this->addCategoryType($new_type, Category::OTHER_TYPE);
+    }
+
+    public function addCategoryType(string $new_type, string $index): void
+    {
+        $types = !empty(setting('category.type.' . $index)) ? explode(',', setting('category.type.' . $index)) : [];
+
+        if (in_array($new_type, $types)) {
+            return;
+        }
+
+        $types[] = $new_type;
+
+        setting([
+            'category.type.' . $index => implode(',', $types),
+        ])->save();
+    }
+
+    public function isGroupCategoryType(): bool
+    {
+        $setting_category_types = setting('category.type');
+
+        foreach ($setting_category_types as $type => $category) {
+            $categories = explode(',', $category);
+
+            if (count($categories) > 1) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    public function hideCodeCategoryType(string $type, bool $default = true): bool
+    {
+        return $this->hideCodeCategoryTypes($type)[$type] ?? $default;
+    }
+
+    public function hideCodeCategoryTypes(string|array $types): array
+    {
+        $types = is_string($types) ? explode(',', $types) : $types;
+
+        $type_codes = [];
+
+        foreach ($types as $type) {
+            $config_type = config('type.category.' . $type, []);
+
+            $type_codes[$type] = ! empty($config_type['hide']) && in_array('code', $config_type['hide']) ? true : false;
+        }
+
+        return $type_codes;
+    }
+
+    public function getCategoryTypes(bool $translate = true, bool $group = false, array $types = []): array
+    {
+        $category_types = [];
+
+        $configs = empty($types) ? config('type.category') : array_intersect_key(config('type.category'), array_flip($types));
 
         foreach ($configs as $type => $attr) {
             $plural_type = Str::plural($type);
@@ -22,10 +170,47 @@ trait Categories
                 $name = $attr['alias'] . '::' . $name;
             }
 
-            $types[$type] = $translate ? trans_choice($name, 1) : $name;
+            if ($group) {
+                $group_key = $attr['group'] ?? $type;
+
+                $category_types[$group_key][$type] = $translate ? trans_choice($name, 1) : $name;
+            } else {
+                $category_types[$type] = $translate ? trans_choice($name, 1) : $name;
+            }
         }
 
-        return $types;
+        return $category_types;
+    }
+
+    public function getCategoryTabs(): array
+    {
+        $tabs = [];
+        $configs = config('type.category');
+
+        foreach ($configs as $type => $attr) {
+            $tab_key = 'categories-' . ($attr['group'] ?? $type);
+
+            if (isset($tabs[$tab_key])) {
+                $tabs[$tab_key]['key'] .= ',' . $type;
+                continue;
+            }
+
+            $plural_type = Str::plural($attr['group'] ?? $type);
+
+            $name = $attr['translation']['prefix'] . '.' . $plural_type;
+
+            if (!empty($attr['alias'])) {
+                $name = $attr['alias'] . '::' . $name;
+            }
+
+            $tabs[$tab_key] = [
+                'key' => $type,
+                'name' => trans_choice($name, 2),
+                'show_code' => $attr['show_code'] ?? false,
+            ];
+        }
+
+        return $tabs;
     }
 
     public function getCategoryWithoutChildren(int $id): mixed
@@ -36,7 +221,7 @@ trait Categories
     public function getTransferCategoryId(): mixed
     {
         // 1 hour set cache for same query
-        return Cache::remember('transferCategoryId', 60, function () {
+        return Cache::remember('transferCategoryId.' . company_id(), 60, function () {
             return Category::other()->pluck('id')->first();
         });
     }
@@ -62,4 +247,16 @@ trait Categories
 
         return $ids;
     }
+
+    /**
+     * Finds existing maximum code and increase it
+     *
+     * @return mixed
+     */
+    public function getNextCategoryCode()
+    {
+        return Category::isNotSubCategory()->get(['code'])->reject(function ($category) {
+            return !preg_match('/^[0-9]*$/', $category->code);
+        })->max('code') + 1;
+    }
 }

app/Traits/DateTime.php

@@ -53,7 +53,7 @@ trait DateTime
         return [$start, $end];
     }
 
-    public function getFinancialStart($year = null): Date
+    public function getFinancialStart($year = null, $date = null): Date
     {
         $start_of_year = Date::now()->startOfYear();
 
@@ -64,9 +64,8 @@ trait DateTime
         $year = $year ?? $start_of_year->year;
 
         $financial_start = Date::create($year, $month, $day);
-
-        if ((setting('localisation.financial_denote') == 'ends') && ($financial_start->dayOfYear != 1) || 
-            $financial_start->greaterThan(Date::now())
+        if ((setting('localisation.financial_denote') == 'ends') && ($financial_start->dayOfYear != 1) ||
+            $financial_start->greaterThan($date ?? Date::now())
         ) {
             $financial_start->subYear();
         }
@@ -74,10 +73,10 @@ trait DateTime
         return $financial_start;
     }
 
-    public function getFinancialWeek($year = null): CarbonPeriod
+    public function getFinancialWeek($year = null, $date = null): CarbonPeriod
     {
         $today = Date::today();
-        $financial_weeks = $this->getFinancialWeeks($year);
+        $financial_weeks = $this->getFinancialWeeks($year, $date);
 
         foreach ($financial_weeks as $week) {
             if ($today->lessThan($week->getStartDate()) || $today->greaterThan($week->getEndDate())) {
@@ -96,10 +95,10 @@ trait DateTime
         return $this_week;
     }
 
-    public function getFinancialMonth($year = null): CarbonPeriod
+    public function getFinancialMonth($year = null, $date = null): CarbonPeriod
     {
         $today = Date::today();
-        $financial_months = $this->getFinancialMonths($year);
+        $financial_months = $this->getFinancialMonths($year, $date);
 
         foreach ($financial_months as $month) {
             if ($today->lessThan($month->getStartDate()) || $today->greaterThan($month->getEndDate())) {
@@ -118,10 +117,10 @@ trait DateTime
         return $this_month;
     }
 
-    public function getFinancialQuarter($year = null): CarbonPeriod
+    public function getFinancialQuarter($year = null, $date = null): CarbonPeriod
     {
         $today = Date::today();
-        $financial_quarters = $this->getFinancialQuarters($year);
+        $financial_quarters = $this->getFinancialQuarters($year, $date);
 
         foreach ($financial_quarters as $quarter) {
             if ($today->lessThan($quarter->getStartDate()) || $today->greaterThan($quarter->getEndDate())) {
@@ -140,23 +139,23 @@ trait DateTime
         return $this_quarter;
     }
 
-    public function getFinancialYear($year = null): CarbonPeriod
+    public function getFinancialYear($year = null, $date = null): CarbonPeriod
     {
-        $financial_start = $this->getFinancialStart($year);
+        $financial_start = $this->getFinancialStart($year, $date);
 
         return CarbonPeriod::create($financial_start, $financial_start->copy()->addYear()->subDay()->endOfDay());
     }
 
-    public function getFinancialWeeks($year = null): array
+    public function getFinancialWeeks($year = null, $date = null): array
     {
         $weeks = [];
 
-        $start = $this->getFinancialStart($year);
+        $start = $this->getFinancialStart($year, $date);
 
         $w = 52;
 
         if (request()->filled('start_date') && request()->filled('end_date')) {
-            $w = Date::parse(request('start_date'))->diffInWeeks(Date::parse(request('end_date'))) + 1;
+            $w = Date::parse($start->copy())->diffInWeeks(Date::parse(request('end_date'))) + 1;
         }
 
         for ($i = 0; $i < $w; $i++) {
@@ -166,16 +165,16 @@ trait DateTime
         return $weeks;
     }
 
-    public function getFinancialMonths($year = null): array
+    public function getFinancialMonths($year = null, $date = null): array
     {
         $months = [];
 
-        $start = $this->getFinancialStart($year);
+        $start = $this->getFinancialStart($year, $date);
 
         $m = 12;
 
         if (request()->filled('start_date') && request()->filled('end_date')) {
-            $m = Date::parse(request('start_date'))->diffInMonths(Date::parse(request('end_date'))) + 1;
+            $m = Date::parse($start->copy())->diffInMonths(Date::parse(request('end_date'))) + 1;
         }
 
         for ($i = 0; $i < $m; $i++) {
@@ -185,16 +184,21 @@ trait DateTime
         return $months;
     }
 
-    public function getFinancialQuarters($year = null): array
+    public function getFinancialQuarters($year = null, $date = null): array
     {
         $quarters = [];
 
-        $start = $this->getFinancialStart($year);
+        $start = $this->getFinancialStart($year, $date);
 
         $q = 4;
 
+        /*
+            Previously, diffInQuarters was calculated from start_date, which caused errors
+            when the financial start value differed from the default value.
+            Therefore, this change has been made. Ticket: #8106
+         */
         if (request()->filled('start_date') && request()->filled('end_date')) {
-            $q = Date::parse(request('start_date'))->diffInQuarters(Date::parse(request('end_date'))) + 1;
+            $q = Date::parse($start->copy())->diffInQuarters(Date::parse(request('end_date'))) + 1;
         }
 
         for ($i = 0; $i < $q; $i++) {
@@ -285,7 +289,7 @@ trait DateTime
 
         switch ($period) {
             case 'yearly':
-                $financial_year = $this->getFinancialYear($year);
+                $financial_year = $this->getFinancialYear($year, $date);
 
                 if ($date->greaterThanOrEqualTo($financial_year->getStartDate()) && $date->lessThanOrEqualTo($financial_year->getEndDate())) {
                     if (setting('localisation.financial_denote') == 'begins') {
@@ -297,7 +301,7 @@ trait DateTime
 
                 break;
             case 'quarterly':
-                $quarters = $this->getFinancialQuarters($year);
+                $quarters = $this->getFinancialQuarters($year, $date);
 
                 foreach ($quarters as $quarter) {
                     if ($date->lessThan($quarter->getStartDate()) || $date->greaterThan($quarter->getEndDate())) {
@@ -314,7 +318,7 @@ trait DateTime
 
                 break;
             case 'weekly':
-                $weeks = $this->getFinancialWeeks($year);
+                $weeks = $this->getFinancialWeeks($year, $date);
 
                 foreach ($weeks as $week) {
                     if ($date->lessThan($week->getStartDate()) || $date->greaterThan($week->getEndDate())) {
@@ -366,4 +370,4 @@ trait DateTime
     {
         return $this->scopeDateFilter($query, $field);
     }
-}
+}

app/Traits/Import.php

@@ -57,7 +57,7 @@ trait Import
         event(new ImportViewCreated($import));
 
         return [
-            $import->view, 
+            $import->view,
             $import->data
         ];
     }
@@ -85,7 +85,7 @@ trait Import
     {
         $id = isset($row['category_id']) ? $row['category_id'] : null;
 
-        $type = !empty($type) ? $type : (!empty($row['type']) ? $row['type'] : 'income');
+        $type = !empty($type) ? $type : (!empty($row['type']) ? $row['type'] : Category::INCOME_TYPE);
 
         if (empty($id) && !empty($row['category_name'])) {
             $id = $this->getCategoryIdFromName($row, $type);
@@ -96,14 +96,14 @@ trait Import
 
     public function getCategoryType($type)
     {
-        return array_key_exists($type, config('type.category')) ? $type : 'other';
+        return array_key_exists($type, config('type.category')) ? $type : Category::OTHER_TYPE;
     }
 
     public function getContactId($row, $type = null)
     {
         $id = isset($row['contact_id']) ? $row['contact_id'] : null;
 
-        $type = !empty($type) ? $type : (!empty($row['type']) ? (($row['type'] == 'income') ? 'customer' : 'vendor') : 'customer');
+        $type = !empty($type) ? $type : (!empty($row['type']) ? (($row['type'] == Transaction::INCOME_TYPE) ? Contact::CUSTOMER_TYPE : Contact::VENDOR_TYPE) : Contact::CUSTOMER_TYPE);
 
         if (empty($row['contact_id']) && !empty($row['contact_email'])) {
             $id = $this->getContactIdFromEmail($row, $type);
@@ -180,7 +180,7 @@ trait Import
         }
 
         if (empty($id) && !empty($row['invoice_bill_number'])) {
-            if ($row['type'] == 'income') {
+            if ($row['type'] == Transaction::INCOME_TYPE) {
                 $id = Document::invoice()->number($row['invoice_bill_number'])->pluck('id')->first();
             } else {
                 $id = Document::bill()->number($row['invoice_bill_number'])->pluck('id')->first();

app/Traits/Modules.php

@@ -457,6 +457,10 @@ trait Modules
                 $limit->action_status = false;
                 $limit->view_status = false;
                 $limit->message = $module_limit->message;
+
+                // Clear cache to reflect changes
+                Cache::forget('updates');
+                Cache::forget('versions');
             }
         }
 
@@ -483,12 +487,16 @@ trait Modules
             return $limit;
         }
 
+        $module_companies = Module::allCompanies()->enabled()->alias($alias)->get();
+
+        if (! $module_companies->count()) {
+            return $limit;
+        }
+
         $limit->action_status = false;
         $limit->view_status = false;
         $limit->message = "Not able to app $alias.";
 
-        $module_companies = Module::allCompanies()->alias($alias)->get();
-
         foreach ($module_companies as $module) {
             switch ($version->subscription->action_status) {
                 case 'disabled':

app/Traits/SearchString.php

@@ -23,6 +23,10 @@ trait SearchString
         foreach ($columns as $column) {
             $variable = preg_split('/:|>?<?=/', $column);
 
+            if ($name == 'searchable' && count($variable) == 1 && preg_match('/^".*"$/', $variable[0])) {
+                return trim($variable[0], '"');
+            }
+
             if (empty($variable[0]) || ($variable[0] != $name) || empty($variable[1])) {
                 continue;
             }

app/Traits/ViewComponents.php

@@ -4,6 +4,7 @@ namespace App\Traits;
 
 use Akaunting\Module\Module;
 use App\Events\Common\BulkActionsAdding;
+use App\Models\Setting\Category;
 use App\Traits\Modules;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Facades\Route;
@@ -188,19 +189,19 @@ trait ViewComponents
             case 'bill':
             case 'expense':
             case 'purchase':
-                $category_type = 'expense';
+                $category_type = Category::EXPENSE_TYPE;
                 break;
             case 'item':
-                $category_type = 'item';
+                $category_type = Category::ITEM_TYPE;
                 break;
             case 'other':
-                $category_type = 'other';
+                $category_type = Category::OTHER_TYPE;
                 break;
             case 'transfer':
                 $category_type = 'transfer';
                 break;
             default:
-                $category_type = 'income';
+                $category_type = Category::INCOME_TYPE;
                 break;
         }
 

app/Utilities/Overrider.php

@@ -3,7 +3,9 @@
 namespace App\Utilities;
 
 use Akaunting\Money\Money;
+use App\Models\Setting\Category;
 use App\Models\Setting\Currency;
+use Illuminate\Support\Str;
 
 class Overrider
 {
@@ -60,7 +62,7 @@ class Overrider
         }
 
         // Set locale for Money package
-		Money::setLocale(app()->getLocale());
+        Money::setLocale(app()->getLocale());
 
         // Money
         config(['money.defaults.currency' => setting('default.currency')]);
@@ -71,6 +73,45 @@ class Overrider
         }
     }
 
+    protected static function loadCategoryTypes()
+    {
+        $category = new Category;
+
+        $income_types  = $category->getIncomeCategoryTypes('string');
+        $expense_types = $category->getExpenseCategoryTypes('string');
+        $item_types    = $category->getItemCategoryTypes('string');
+        $other_types    = $category->getOtherCategoryTypes('string');
+
+        $search_string = config('search-string');
+
+        foreach ($search_string as $model => &$model_config) {
+            $route = $model_config['columns']['category_id']['route'] ?? null;
+
+            // Only update category_id routes that point to categories.index
+            if (!is_array($route) || ($route[0] ?? '') !== 'categories.index' || !isset($route[1])) {
+                continue;
+            }
+
+            // Longest match first (income,expense must come before income)
+            $replacements = [
+                'type:' . Category::INCOME_TYPE . ',' . Category::EXPENSE_TYPE => 'type:' . $income_types . ',' . $expense_types,
+                'type:' . Category::INCOME_TYPE  => 'type:' . $income_types,
+                'type:' . Category::EXPENSE_TYPE => 'type:' . $expense_types,
+                'type:' . Category::ITEM_TYPE    => 'type:' . $item_types,
+                'type:' . Category::OTHER_TYPE    => 'type:' . $other_types,
+            ];
+
+            foreach ($replacements as $search => $replace) {
+                if (Str::contains($route[1], $search)) {
+                    $model_config['columns']['category_id']['route'][1] = Str::replace($search, $replace, $route[1]);
+                    break;
+                }
+            }
+        }
+
+        config(['search-string' => $search_string]);
+    }
+
     protected static function loadCurrencies()
     {
         $currencies = Currency::all();

app/View/Components/Contacts/Show/Content.php

@@ -36,8 +36,10 @@ class Content extends Component
         // Handle documents
         $docs = $this->contact->isCustomer() ? 'invoices' : 'bills';
 
-        // Eager load transactions with currency to prevent N+1 queries when calling getAmountConvertedToDefault()
-        $this->documents = $this->contact->$docs()->with(['transactions', 'transactions.currency'])->get();
+        // Eager load documents with necessary relations to prevent lazy loading
+        $this->documents = $this->contact->$docs()
+            ->with(['transactions', 'transactions.currency', 'contact', 'last_history', 'items', 'totals'])
+            ->get();
 
         $this->counts['documents'] = $this->documents->count();
 
@@ -63,8 +65,10 @@ class Content extends Component
             }
         }
 
-        // Handle payments - eager load currency to prevent N+1 queries
-        $this->transactions = $this->contact->transactions()->with(['account', 'category', 'currency'])->get();
+        // Handle payments - eager load necessary relations to prevent lazy loading
+        $this->transactions = $this->contact->transactions()
+            ->with(['account', 'category', 'currency', 'contact', 'document', 'recurring'])
+            ->get();
 
         $this->counts['transactions'] = $this->transactions->count();
 

app/View/Components/Documents/Index/Information.php

@@ -35,6 +35,16 @@ class Information extends Component
     ) {
         $this->document = $document;
         $this->hideShow = $hideShow;
+
+        // Load relations if not loaded to prevent lazy loading
+        $relations = ['contact', 'last_history', 'items', 'totals'];
+
+        foreach ($relations as $relation) {
+            if (! $document->relationLoaded($relation)) {
+                $document->load($relation);
+            }
+        }
+
         $this->showRoute = $this->getShowRoute($document->contact->type, $showRoute);
         $this->showDocumentRoute = $this->getShowRoute($document->type, $showDocumentRoute);
         $this->placement = (! empty($placement)) ? $placement : 'left';

app/View/Components/Form/Group/Category.php

@@ -4,10 +4,15 @@ namespace App\View\Components\Form\Group;
 
 use App\Abstracts\View\Components\Form;
 use App\Models\Setting\Category as Model;
+use App\Traits\Categories;
+use App\Traits\Modules;
+use Illuminate\Support\Arr;
 
 class Category extends Form
 {
-    public $type = 'income';
+    use Categories, Modules;
+
+    public $type = Model::INCOME_TYPE;
 
     public $path;
 
@@ -15,6 +20,14 @@ class Category extends Form
 
     public $categories;
 
+    /** @var bool */
+    public $group;
+
+    public $option_field = [
+        'key' => 'id',
+        'value' => 'name',
+    ];
+
     /**
      * Get the view / contents that represent the component.
      *
@@ -26,26 +39,119 @@ class Category extends Form
             $this->name = 'category_id';
         }
 
-        $this->path = route('modals.categories.create', ['type' => $this->type]);
-        $this->remoteAction = route('categories.index', ['search' => 'type:' . $this->type . ' enabled:1']);
+        $types = $this->getTypeCategoryTypes($this->type);
+        $types_string = implode(',', $types);
 
-        $this->categories = Model::type($this->type)->enabled()->orderBy('name')->take(setting('default.select_limit'))->get();
+        $this->path = route('modals.categories.create', ['type' => $this->type]);
+        $this->remoteAction = route('categories.index', ['search' => 'type:' . $types_string . ' enabled:1']);
+
+        $typeLabels = $this->getCategoryTypes(types: $types);
+
+        $is_code = false;
+
+        foreach (config('type.category', []) as $type => $config) {
+            if (! in_array($type, $types)) {
+                continue;
+            }
+
+            if (empty($config['hide']) || ! in_array('code', $config['hide'])) {
+                $is_code = true;
+                $this->group = true;
+                break;
+            }
+        }
+
+        $order_by = $is_code ? 'code' : 'name';
+
+        if ($this->group) {
+            $this->option_field = [
+                'key' => 'id',
+                'value' => 'title',
+            ];
+        }
+
+        $query = Model::type($types);
+
+        $query->enabled()
+            ->orderBy($order_by);
+
+        if (! $this->group) {
+            $query->take(setting('default.select_limit'));
+        }
+
+        $this->categories = $query->get();
+
+        if ($this->group) {
+            $groups = [];
+
+            foreach ($this->categories as $category) {
+                $group = $typeLabels[$category->type] ?? trans_choice('general.others', 1);
+
+                $category->title = ($category->code ? $category->code . ' - ' : '') . $category->name;
+                $category->group = $group;
+
+                $groups[$group][$category->id] = $category;
+            }
+
+            ksort($groups);
+
+            $this->categories = $groups;
+        }
 
         $model = $this->getParentData('model');
+        $selected_category = null;
+
+        $categoryExists = function ($categoryId): bool {
+            if (! $this->group) {
+                return $this->categories->contains(function ($category) use ($categoryId) {
+                    return (int) $category->id === (int) $categoryId;
+                });
+            }
+
+            foreach ($this->categories as $group_categories) {
+                foreach ($group_categories as $category) {
+                    if ((int) $category->id === (int) $categoryId) {
+                        return true;
+                    }
+                }
+            }
+
+            return false;
+        };
+
+        $appendCategory = function ($category) use ($typeLabels): void {
+            if (empty($category)) {
+                return;
+            }
+
+            $category->title = ($category->code ? $category->code . ' - ' : '') . $category->name;
+
+            if (! $this->group) {
+                $this->categories->push($category);
+
+                return;
+            }
+
+            $group = $typeLabels[$category->type] ?? trans_choice('general.others', 1);
+
+            if (! isset($this->categories[$group])) {
+                $this->categories[$group] = [];
+            }
+
+            $this->categories[$group][$category->id] = $category;
+
+            ksort($this->categories);
+        };
 
         $category_id = old('category.id', old('category_id', null));
 
         if (! empty($category_id)) {
             $this->selected = $category_id;
 
-            $has_category = $this->categories->search(function ($category, int $key) use ($category_id) {
-                return $category->id === $category_id;
-            });
-
-            if ($has_category === false) {
+            if (! $categoryExists($category_id)) {
                 $category = Model::find($category_id);
 
-                $this->categories->push($category);
+                $appendCategory($category);
             }
         }
 
@@ -61,15 +167,15 @@ class Category extends Form
             $selected_category = Model::find($this->selected);
         }
 
+        if (empty($selected_category) && ! empty($this->selected)) {
+            $selected_category = Model::find($this->selected);
+        }
+
         if (! empty($selected_category)) {
             $selected_category_id = $selected_category->id;
 
-            $has_selected_category = $this->categories->search(function ($category, int $key) use ($selected_category_id) {
-                return $category->id === $selected_category_id;
-            });
-
-            if ($has_selected_category === false) {
-                $this->categories->push($selected_category);
+            if (! $categoryExists($selected_category_id)) {
+                $appendCategory($selected_category);
             }
         }
 

app/View/Components/Index/Balance.php

@@ -0,0 +1,71 @@
+<?php
+
+namespace App\View\Components\Index;
+
+use App\Abstracts\View\Component;
+
+class Balance extends Component
+{
+    /**
+     * The balance amount.
+     *
+     * @var float
+     */
+    public $amount;
+
+    /**
+     * The text color class.
+     *
+     * @var string
+     */
+    public $textColor;
+
+    /**
+     * Create a new component instance.
+     *
+     * @return void
+     */
+    public function __construct($amount = 0) {
+        $this->amount = $this->getAmount($amount);
+        $this->textColor = $this->getTextColor($amount);
+    }
+
+    /**
+     * Get the view / contents that represent the component.
+     *
+     * @return \Illuminate\Contracts\View\View|string
+     */
+    public function render()
+    {
+        return view('components.index.balance');
+    }
+
+    /**
+     * Formats the amount according to the location context.
+     *
+     * @param float $amount
+     * @return string
+     */
+    protected function getAmount($amount)
+    {
+        return money($amount, setting('default.currency'), true);
+    }
+
+    /**
+     * Gets the class of color considering given amount.
+     *
+     * @param float $amount
+     * @return string|null
+     */
+    protected function getTextColor($amount)
+    {
+        switch ($amount) {
+            case $amount > 0:
+                return 'text-green';
+            case $amount < 0:
+                return 'text-red';
+            default:
+                return '';
+        }
+    }
+}

app/Widgets/AccountBalance.php

@@ -14,6 +14,13 @@ class AccountBalance extends Widget
     public $report_class = 'App\Reports\IncomeExpense';
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.account_balance', $this->data);
+    }
+
+    public function setData(): void
     {
         $accounts = Account::with('income_transactions', 'expense_transactions')->enabled()->take(5)->get()->map(function($account) {
             $account->balance_formatted = money($account->balance, $account->currency_code);
@@ -21,8 +28,8 @@ class AccountBalance extends Widget
             return $account;
         })->all();
 
-        return $this->view('widgets.account_balance', [
+        $this->data = [
             'accounts' => $accounts,
-        ]);
+        ];
     }
 }

app/Widgets/CashFlow.php

@@ -31,6 +31,13 @@ class CashFlow extends Widget
     public $period;
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.cash_flow', $this->data);
+    }
+
+    public function setData(): void
     {
         $this->setFilter();
 
@@ -66,10 +73,10 @@ class CashFlow extends Widget
             'profit_for_humans'     => $profit_amount->formatForHumans(),
         ];
 
-        return $this->view('widgets.cash_flow', [
+        $this->data = [
             'chart' => $chart,
             'totals' => $totals,
-        ]);
+        ];
     }
 
     public function setFilter(): void

app/Widgets/Currencies.php

@@ -11,11 +11,17 @@ class Currencies extends Widget
 
     public function show()
     {
-        $currencies = Currency::enabled()->take(5)->get();
+        $this->setData();
 
-        return $this->view('widgets.currencies', [
-            'currencies' => $currencies,
-        ]);
+        return $this->view('widgets.currencies', $this->data);
     }
 
-}
+    public function setData(): void
+    {
+        $currencies = Currency::enabled()->take(5)->get();
+
+        $this->data = [
+            'currencies' => $currencies,
+        ];
+    }
+}

app/Widgets/ExpensesByCategory.php

@@ -14,6 +14,13 @@ class ExpensesByCategory extends Widget
     public $report_class = 'App\Reports\ExpenseSummary';
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.donut_chart', $this->data);
+    }
+
+    public function setData(): void
     {
         Category::with('expense_transactions')->expense()->withSubCategory()->getWithoutChildren()->each(function ($category) {
             $amount = 0;
@@ -30,8 +37,8 @@ class ExpensesByCategory extends Widget
         $chart->options['legend']['width'] = 160;
         $chart->options['legend']['position'] = 'right';
 
-        return $this->view('widgets.donut_chart', [
+        $this->data = [
             'chart' => $chart,
-        ]);
+        ];
     }
 }

app/Widgets/Payables.php

@@ -15,6 +15,13 @@ class Payables extends Widget
     public $report_class = 'Modules\AgedReceivablesPayables\Reports\AgedPayables';
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.receivables_payables', $this->data);
+    }
+
+    public function setData(): void
     {
         $open = $overdue = 0;
 
@@ -68,12 +75,12 @@ class Payables extends Widget
 
         $grand_total_text = trans('widgets.total_unpaid_bills');
 
-        return $this->view('widgets.receivables_payables', [
+        $this->data = [
             'totals'            => $totals,
             'has_progress'      => $has_progress,
             'progress'          => $progress,
             'periods'           => $periods,
             'grand_total_text'  => $grand_total_text,
-        ]);
+        ];
     }
 }

app/Widgets/ProfitLoss.php

@@ -28,6 +28,13 @@ class ProfitLoss extends Widget
     public $period;
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.bar_chart', $this->data);
+    }
+
+    public function setData(): void
     {
         $this->setFilter();
 
@@ -44,9 +51,9 @@ class ProfitLoss extends Widget
             ->setDataset(trans_choice('general.incomes', 1), 'column', array_values($this->getIncome()))
             ->setDataset(trans_choice('general.expenses', 1), 'column', array_values($this->getExpense()));
 
-        return $this->view('widgets.bar_chart', [
+        $this->data = [
             'chart' => $chart,
-        ]);
+        ];
     }
 
     public function setFilter(): void

app/Widgets/Receivables.php

@@ -15,6 +15,13 @@ class Receivables extends Widget
     public $report_class = 'Modules\AgedReceivablesPayables\Reports\AgedReceivables';
 
     public function show()
+    {
+        $this->setData();
+
+        return $this->view('widgets.receivables_payables', $this->data);
+    }
+
+    public function setData(): void
     {
         $open = $overdue = 0;
 
@@ -68,12 +75,12 @@ class Receivables extends Widget
 
         $grand_total_text = trans('widgets.total_unpaid_invoices');
 
-        return $this->view('widgets.receivables_payables', [
+        $this->data = [
             'totals'            => $totals,
             'has_progress'      => $has_progress,
             'progress'          => $progress,
             'periods'           => $periods,
             'grand_total_text'  => $grand_total_text,
-        ]);
+        ];
     }
 }

composer.json

@@ -19,8 +19,8 @@
         "ext-curl": "*",
         "ext-dom": "*",
         "ext-fileinfo": "*",
-        "ext-intl": "*",
         "ext-gd": "*",
+        "ext-intl": "*",
         "ext-json": "*",
         "ext-mbstring": "*",
         "ext-openssl": "*",
@@ -79,11 +79,11 @@
     },
     "require-dev": {
         "beyondcode/laravel-dump-server": "^1.9",
-        "brianium/paratest": "^7.1",
+        "brianium/paratest": "^7.3.2",
         "fakerphp/faker": "^1.9.1",
         "mockery/mockery": "^1.4.4",
         "nunomaduro/collision": "^7.0",
-        "phpunit/phpunit": "10.5.30",
+        "phpunit/phpunit": "^10.5.63",
         "spatie/laravel-ignition": "^2.0",
         "wnx/laravel-stats": "^2.11"
     },
@@ -166,6 +166,9 @@
         "allow-plugins": {
             "mnsami/composer-custom-directory-installer": true,
             "php-http/discovery": true
+        },
+        "audit": {
+            "ignore": ["PKSA-y2cr-5h3j-g3ys"]
         }
     }
 }

config/logging.php

@@ -150,6 +150,11 @@ return [
             'processors' => [PsrLogMessageProcessor::class],
         ],
 
+        'sentry_logs' => [
+            'driver' => 'sentry_logs',
+            'level' => env('LOG_LEVEL', 'debug'),
+        ],
+
     ],
 
 ];

config/search-string.php

@@ -1,5 +1,7 @@
 <?php
 
+use App\Models\Setting\Category;
+
 return [
 
     /*
@@ -184,7 +186,7 @@ return [
             'payment_method',
             'reference',
             'category_id' => [
-                'route' => ['categories.index', 'search=type:income,expense enabled:1'],
+                'route' => ['categories.index', 'search=type:' . Category::INCOME_TYPE . ',' . Category::EXPENSE_TYPE . ' enabled:1'],
                 'fields' => [
                     'key' => 'id',
                     'value' => 'display_name',
@@ -246,7 +248,7 @@ return [
             'description' => ['searchable' => true],
             'enabled' => ['boolean' => true],
             'category_id' => [
-                'route' => ['categories.index', 'search=type:item enabled:1'],
+                'route' => ['categories.index', 'search=type:' . Category::ITEM_TYPE . ' enabled:1'],
                 'fields' => [
                     'key' => 'id',
                     'value' => 'name',
@@ -352,7 +354,7 @@ return [
             'contact_phone' => ['searchable' => true],
             'contact_address' => ['searchable' => true],
             'category_id' => [
-                'route' => ['categories.index', 'search=type:income,expense enabled:1'],
+                'route' => ['categories.index', 'search=type:' . Category::INCOME_TYPE . ',' . Category::EXPENSE_TYPE . ' enabled:1'],
                 'multiple' => true,
             ],
             'parent_id',
@@ -403,7 +405,7 @@ return [
             'contact_phone' => ['searchable' => true],
             'contact_address' => ['searchable' => true],
             'category_id' => [
-                'route' => ['categories.index', 'search=type:expense enabled:1'],
+                'route' => ['categories.index', 'search=type:' . Category::EXPENSE_TYPE . ' enabled:1'],
                 'fields' => [
                     'key' => 'id',
                     'value' => 'name',
@@ -459,7 +461,7 @@ return [
             'contact_phone' => ['searchable' => true],
             'contact_address' => ['searchable' => true],
             'category_id' => [
-                'route' => ['categories.index', 'search=type:income enabled:1'],
+                'route' => ['categories.index', 'search=type:' . Category::INCOME_TYPE . ' enabled:1'],
                 'fields' => [
                     'key' => 'id',
                     'value' => 'name',
@@ -480,6 +482,8 @@ return [
     App\Models\Setting\Category::class => [
         'columns' => [
             'id',
+            'code' => ['searchable' => true],
+            'description' => ['searchable' => true],
             'name' => ['searchable' => true],
             'enabled' => ['boolean' => true],
             'type' => [

config/setting.php

@@ -2,10 +2,11 @@
 
 use App\Models\Common\Contact;
 use App\Models\Banking\Transaction;
+use App\Models\Setting\Category;
 
 return [
 
-	/*
+    /*
     |--------------------------------------------------------------------------
     | Enable / Disable auto save
     |--------------------------------------------------------------------------
@@ -13,7 +14,7 @@ return [
     | Auto-save every time the application shuts down
     |
     */
-	'auto_save'			=> env('SETTING_AUTO_SAVE', false),
+    'auto_save'            => env('SETTING_AUTO_SAVE', false),
 
     /*
     |--------------------------------------------------------------------------
@@ -31,7 +32,7 @@ return [
         'auto_clear'    => env('SETTING_CACHE_AUTO_CLEAR', true),
     ],
 
-	/*
+    /*
     |--------------------------------------------------------------------------
     | Setting driver
     |--------------------------------------------------------------------------
@@ -41,9 +42,9 @@ return [
     | Supported: "database", "json"
     |
     */
-	'driver'			=> env('SETTING_DRIVER', 'database'),
+    'driver'            => env('SETTING_DRIVER', 'database'),
 
-	/*
+    /*
     |--------------------------------------------------------------------------
     | Database driver
     |--------------------------------------------------------------------------
@@ -52,14 +53,14 @@ return [
     | the default connection. Set the table and column names.
     |
     */
-	'database' => [
-		'connection'    => env('SETTING_DATABASE_CONNECTION', null),
-		'table'         => env('SETTING_DATABASE_TABLE', 'settings'),
-		'key'           => env('SETTING_DATABASE_KEY', 'key'),
-		'value'         => env('SETTING_DATABASE_VALUE', 'value'),
-	],
+    'database' => [
+        'connection'    => env('SETTING_DATABASE_CONNECTION', null),
+        'table'         => env('SETTING_DATABASE_TABLE', 'settings'),
+        'key'           => env('SETTING_DATABASE_KEY', 'key'),
+        'value'         => env('SETTING_DATABASE_VALUE', 'value'),
+    ],
 
-	/*
+    /*
     |--------------------------------------------------------------------------
     | JSON driver
     |--------------------------------------------------------------------------
@@ -67,11 +68,11 @@ return [
     | Options for json driver. Enter the full path to the .json file.
     |
     */
-	'json' => [
-		'path'          => env('SETTING_JSON_PATH', storage_path('settings.json')),
-	],
+    'json' => [
+        'path'          => env('SETTING_JSON_PATH', storage_path('settings.json')),
+    ],
 
-	/*
+    /*
     |--------------------------------------------------------------------------
     | Override application config values
     |--------------------------------------------------------------------------
@@ -83,9 +84,9 @@ return [
     |   "app.locale" => "settings.locale",
     |
     */
-	'override' => [
+    'override' => [
 
-	],
+    ],
 
     /*
     |--------------------------------------------------------------------------
@@ -168,6 +169,14 @@ return [
             'bill_days'                 => env('SETTING_FALLBACK_SCHEDULE_BILL_DAYS', '10,5,3,1'),
             'time'                      => env('SETTING_FALLBACK_SCHEDULE_TIME', '09:00'),
         ],
+        'category' => [
+            'type' => [
+                'income'                => env('SETTING_FALLBACK_CATEGORY_TYPE_INCOME', Category::INCOME_TYPE),
+                'expense'               => env('SETTING_FALLBACK_CATEGORY_TYPE_EXPENSE', Category::EXPENSE_TYPE),
+                'item'                  => env('SETTING_FALLBACK_CATEGORY_TYPE_ITEM', Category::ITEM_TYPE),
+                'other'                 => env('SETTING_FALLBACK_CATEGORY_TYPE_OTHER', Category::OTHER_TYPE),
+            ],
+        ],
         'contact' => [
             'type' => [
                 'customer'              => env('SETTING_FALLBACK_CONTACT_TYPE_CUSTOMER', Contact::CUSTOMER_TYPE),

config/type.php

@@ -10,31 +10,39 @@ return [
     // Categories
     'category' => [
         Category::INCOME_TYPE => [
-            'alias'             => '',
+            'alias' => '',
+            'group' => Category::INCOME_TYPE,
             'translation' => [
                 'prefix'        => 'general',
             ],
+            'hide' => ['code'],
         ],
 
         Category::EXPENSE_TYPE => [
-            'alias'             => '',
+            'alias' => '',
+            'group' => Category::EXPENSE_TYPE,
             'translation' => [
                 'prefix'        => 'general',
             ],
+            'hide' => ['code'],
         ],
 
         Category::ITEM_TYPE => [
-            'alias'             => '',
+            'alias' => '',
+            'group' => Category::ITEM_TYPE,
             'translation' => [
                 'prefix'        => 'general',
             ],
+            'hide' => ['code'],
         ],
 
         Category::OTHER_TYPE => [
-            'alias'             => '',
+            'alias' => '',
+            'group' => Category::OTHER_TYPE,
             'translation' => [
                 'prefix'        => 'general',
             ],
+            'hide' => ['code'],
         ],
     ],
 
@@ -58,9 +66,9 @@ return [
                 'section_billing_description'   => 'customers.form_description.billing',
                 'section_address_description'   => 'customers.form_description.address',
             ],
-            'category_type'         => 'income',
-            'document_type'         => 'invoice',
-            'transaction_type'      => 'income',
+            'category_type'         => Category::INCOME_TYPE,
+            'document_type'         => Document::INVOICE_TYPE,
+            'transaction_type'      => Transaction::INCOME_TYPE,
             'hide'                  => [],
             'class'                 => [],
             'script' => [
@@ -87,9 +95,9 @@ return [
                 'section_billing_description'   => 'vendors.form_description.billing',
                 'section_address_description'   => 'vendors.form_description.address',
             ],
-            'category_type'         => 'expense',
-            'document_type'         => 'bill',
-            'transaction_type'      => 'expense',
+            'category_type'         => Category::EXPENSE_TYPE,
+            'document_type'         => Document::BILL_TYPE,
+            'transaction_type'      => Transaction::EXPENSE_TYPE,
             'hide'                  => [],
             'class'                 => [],
             'script' => [
@@ -130,9 +138,9 @@ return [
             'setting' => [
                 'prefix'                => 'invoice',
             ],
-            'category_type'             => 'income',
-            'transaction_type'          => 'income',
-            'contact_type'              => 'customer', // use contact type
+            'category_type'             => Category::INCOME_TYPE,
+            'transaction_type'          => Transaction::INCOME_TYPE,
+            'contact_type'              => Contact::CUSTOMER_TYPE, // use contact type
             'inventory_stock_action'    => 'decrease', // decrease stock in stock tracking
             'transaction' => [
                 'email_template'        => 'invoice_payment_customer', // use email template
@@ -185,9 +193,9 @@ return [
             'setting' => [
                 'prefix'                => 'invoice',
             ],
-            'category_type'             => 'income',
-            'transaction_type'          => 'income',
-            'contact_type'              => 'customer', // use contact type
+            'category_type'             => Category::INCOME_TYPE,
+            'transaction_type'          => Transaction::INCOME_TYPE,
+            'contact_type'              => Contact::CUSTOMER_TYPE, // use contact type
             'inventory_stock_action'    => 'decrease', // decrease stock in stock tracking
             'hide'                      => [], // for document items
             'class'                     => [],
@@ -235,9 +243,9 @@ return [
             'setting' => [
                 'prefix'                => 'bill',
             ],
-            'category_type'             => 'expense',
-            'transaction_type'          => 'expense',
-            'contact_type'              => 'vendor',
+            'category_type'             => Category::EXPENSE_TYPE,
+            'transaction_type'          => Transaction::EXPENSE_TYPE,
+            'contact_type'              => Contact::VENDOR_TYPE,
             'inventory_stock_action'    => 'increase', // increases stock in stock tracking
             'transaction' => [
                 'email_template'        => 'invoice_payment_customer', // use email template
@@ -288,9 +296,9 @@ return [
             'setting' => [
                 'prefix'                => 'bill',
             ],
-            'category_type'             => 'expense',
-            'transaction_type'          => 'expense',
-            'contact_type'              => 'vendor',
+            'category_type'             => Category::EXPENSE_TYPE,
+            'transaction_type'          => Transaction::EXPENSE_TYPE,
+            'contact_type'              => Contact::VENDOR_TYPE,
             'inventory_stock_action'    => 'increase', // increases stock in stock tracking
             'hide'                      => [],
             'class'                     => [],
@@ -334,8 +342,9 @@ return [
                 'related_document_amount'   => 'invoices.invoice_amount',
                 'transactions'              => 'general.incomes',
             ],
-            'contact_type'          => 'customer',
-            'document_type'         => 'invoice',
+            'category_type'         => Category::INCOME_TYPE,
+            'contact_type'          => Contact::CUSTOMER_TYPE,
+            'document_type'         => Document::INVOICE_TYPE,
             'split_type'            => Transaction::INCOME_SPLIT_TYPE,
             'email_template'        => 'payment_received_customer',
             'script' => [
@@ -343,7 +352,7 @@ return [
                 'file'              => 'transactions',
             ],
         ],
- 
+
         Transaction::INCOME_TYPE => [
             'group'                 => 'banking',
             'route' => [
@@ -365,8 +374,9 @@ return [
                 'related_document_amount'   => 'invoices.invoice_amount',
                 'transactions'              => 'general.incomes',
             ],
-            'contact_type'          => 'customer',
-            'document_type'         => 'invoice',
+            'category_type'         => Category::INCOME_TYPE,
+            'contact_type'          => Contact::CUSTOMER_TYPE,
+            'document_type'         => Document::INVOICE_TYPE,
             'split_type'            => Transaction::INCOME_SPLIT_TYPE,
             'email_template'        => 'payment_received_customer',
             'script' => [
@@ -396,8 +406,9 @@ return [
                 'related_document_amount'   => 'invoices.invoice_amount',
                 'transactions'              => 'general.incomes',
             ],
-            'contact_type'          => 'customer',
-            'document_type'         => 'invoice',
+            'category_type'         => Category::INCOME_TYPE,
+            'contact_type'          => Contact::CUSTOMER_TYPE,
+            'document_type'         => Document::INVOICE_TYPE,
             'split_type'            => Transaction::INCOME_SPLIT_TYPE,
             'email_template'        => 'payment_received_customer',
             'script' => [
@@ -427,8 +438,9 @@ return [
                 'related_document_amount'   => 'invoices.invoice_amount',
                 'transactions'              => 'general.incomes',
             ],
-            'contact_type'          => 'customer',
-            'document_type'         => 'invoice',
+            'category_type'         => Category::INCOME_TYPE,
+            'contact_type'          => Contact::CUSTOMER_TYPE,
+            'document_type'         => Document::INVOICE_TYPE,
             'email_template'        => 'payment_received_customer',
             'script' => [
                 'folder'            => 'banking',
@@ -489,8 +501,9 @@ return [
                 'prefix'                    => 'transactions', // this translation file name.
                 'related_document_amount'   => 'bills.bill_amount',
             ],
-            'contact_type'          => 'vendor',
-            'document_type'         => 'bill',
+            'category_type'         => Category::EXPENSE_TYPE,
+            'contact_type'          => Contact::VENDOR_TYPE,
+            'document_type'         => Document::BILL_TYPE,
             'split_type'            => Transaction::EXPENSE_SPLIT_TYPE,
             'email_template'        => 'payment_made_vendor',
             'script' => [
@@ -519,8 +532,9 @@ return [
                 'prefix'                    => 'transactions', // this translation file name.
                 'related_document_amount'   => 'bills.bill_amount',
             ],
-            'contact_type'          => 'vendor',
-            'document_type'         => 'bill',
+            'category_type'         => Category::EXPENSE_TYPE,
+            'contact_type'          => Contact::VENDOR_TYPE,
+            'document_type'         => Document::BILL_TYPE,
             'split_type'            => Transaction::EXPENSE_SPLIT_TYPE,
             'email_template'        => 'payment_made_vendor',
             'script' => [
@@ -549,8 +563,9 @@ return [
                 'prefix'                    => 'transactions', // this translation file name.
                 'related_document_amount'   => 'bills.bill_amount',
             ],
-            'contact_type'          => 'vendor',
-            'document_type'         => 'bill',
+            'category_type'         => Category::EXPENSE_TYPE,
+            'contact_type'          => Contact::VENDOR_TYPE,
+            'document_type'         => Document::BILL_TYPE,
             'email_template'        => 'payment_made_vendor',
             'script' => [
                 'folder'            => 'banking',

config/version.php

@@ -10,13 +10,13 @@ return [
 
     'minor'     =>  '1',
 
-    'patch'     =>  '20',
+    'patch'     =>  '21',
 
     'build'     =>  '',
 
     'status'    =>  'Stable',
 
-    'date'      =>  '11-December-2025',
+    'date'      =>  '13-December-2025',
 
     'time'      =>  '22:00',
 

database/migrations/2026_02_17_000000_core_v3122.php

@@ -0,0 +1,34 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     *
+     * @return void
+     */
+    public function up(): void
+    {
+        Schema::table('categories', function (Blueprint $table) {
+            $table->string('code')->nullable()->after('company_id');
+            $table->text('description')->nullable()->after('color');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     *
+     * @return void
+     */
+    public function down(): void
+    {
+        Schema::table('categories', function (Blueprint $table) {
+            $table->dropColumn('code');
+            $table->dropColumn('description');
+        });
+    }
+};

resources/assets/js/components/AkauntingCurrencyConversion.vue

@@ -48,7 +48,7 @@
                 default: 'sale'
             },
 
-            currecyCode: {
+            currencyCode: {
                 type: String,
                 default: 'USD'
             },
@@ -58,7 +58,7 @@
             },
 
             currencySymbol: {
-            default: {}
+                default: {}
             }
         },
 
@@ -76,7 +76,7 @@
             if (conversion[0]) {
                 this.texts.push(conversion[0]);
             }
-            
+
             if (conversion[1]) {
                 this.texts.push(conversion[1].replace(':currency_code', company_currency_code).replace(':currency_rate', ''));
             }
@@ -92,25 +92,25 @@
 
         watch: {
             currencyConversionText: function (text) {
-                this.conversion = text.replace(':price', this.price).replace(':currency_code', this.currecyCode);
+                this.conversion = text.replace(':price', this.price).replace(':currency_code', this.currencyCode);
             },
 
             price: function (price) {
-                this.conversion = this.currencyConversionText.replace(':price', price).replace(':currency_code', this.currecyCode).replace();
+                this.conversion = this.currencyConversionText.replace(':price', price).replace(':currency_code', this.currencyCode).replace();
             },
 
-            currecyCode: function (currecyCode) {
-                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currecyCode).replace();
+            currencyCode: function (currencyCode) {
+                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currencyCode).replace();
             },
 
             currencyRate: function (currencyRate) {
                 this.rate = currencyRate;
 
-                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currecyCode).replace();
+                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currencyCode).replace();
             },
 
             currencySymbol: function (currencySymbol) {
-                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currecyCode).replace();
+                this.conversion = this.currencyConversionText.replace(':price', this.price).replace(':currency_code', this.currencyCode).replace();
             },
         },
     };

resources/assets/js/components/AkauntingSelectRemote.vue

@@ -20,6 +20,7 @@
             :collapse-tags="collapse"
             :remote-method="remoteMethod"
             :loading="loading"
+            :class="[{ 'with-color-prefix': selectedOptionColor, 'with-icon-prefix': icon }]"
         >
             <div
                 v-if="loading"
@@ -56,21 +57,24 @@
             <div v-if="!loading && addNew.status && options.length == 0">
                 <el-option class="text-center" disabled :label="noDataText" value="value"></el-option>
 
-                <ul class="el-scrollbar__view el-select-dropdown__list">
-                    <li class="el-select-dropdown__item el-select__footer bg-purple sticky bottom-0">
-                        <div class="w-full flex items-center" @click="onAddItem">
-                            <span class="material-icons text-xl text-purple">add</span>
-                            <span class="flex-1 font-bold text-purple">
-                                {{ addNew.text }}
-                            </span>
-                        </div>
-                    </li>
-                </ul>
+                <li class="el-select-dropdown__item el-select__footer bg-purple sticky bottom-0">
+                    <div class="w-full flex items-center" @click="onAddItem">
+                        <span class="material-icons text-xl text-purple">add</span>
+                        <span class="flex-1 font-bold text-purple">
+                            {{ addNew.text }}
+                        </span>
+                    </div>
+                </li>
             </div>
 
             <template slot="prefix">
-                <span class="el-input__suffix-inner el-select-icon">
-                    <i :class="'select-icon-position el-input__icon fa fa-' + icon"></i>
+                <span class="aka-select-prefix">
+                    <span
+                        v-if="!isDropdownVisible && selectedOptionColor"
+                        class="w-4 h-4 rounded-full mt-1 ml-2"
+                        :style="{ backgroundColor: selectedOptionColor }"
+                    ></span>
+                    <i v-if="icon" :class="'select-icon-position el-input__icon fa fa-' + icon"></i>
                 </span>
             </template>
 
@@ -141,12 +145,19 @@
 
         <component v-bind:is="add_new_html" @submit="onSubmit" @cancel="onCancel"></component>
 
-        <span slot="infoBlock" class="absolute right-8 top-3 bg-green text-white px-2 py-1 rounded-md text-xs" v-if="new_options[selected] || (sorted_options.length && sorted_options[sorted_options.length - 1].mark_new && sorted_options[sorted_options.length - 1].key == selected)">{{ addNew.new_text }}</span>
+        <span slot="infoBlock" class="absolute right-8 top-3 bg-green text-white px-2 py-1 rounded-md text-xs" v-if="!isDropdownVisible && (new_options[selected] || (sorted_options.length && sorted_options[sorted_options.length - 1].mark_new && sorted_options[sorted_options.length - 1].key == selected))">{{ addNew.new_text }}</span>
+
+        <span
+            slot="infoBlock"
+            class="absolute right-8 top-4 rounded-md bg-gray-50 px-2 py-0.5 text-xs font-medium text-gray-600 ring-1 ring-inset ring-gray-500/10"
+            v-if="!isDropdownVisible && group && selectedGroupLabel"
+        >
+            {{ selectedGroupLabel }}
+        </span>
 
         <select :name="name"  :id="name + '-' + _uid" class="hidden">
             <option v-for="option in sortedOptions" :key="option.key" :value="option.key">{{ option.value }}</option>
         </select>
-
     </base-input>
 
     <span v-else>
@@ -159,6 +170,7 @@
             :collapse-tags="collapse"
             :remote-method="remoteMethod"
             :loading="loading"
+            :class="[{ 'with-color-prefix': selectedOptionColor, 'with-icon-prefix': icon }]"
         >
             <div v-if="loading" class="el-select-dropdown__wrap" slot="empty">
                 <p class="el-select-dropdown__empty pt-2 pb-0 loading">
@@ -185,21 +197,25 @@
 
             <div v-if="!loading && addNew.status && options.length == 0">
                 <el-option class="text-center" disabled :label="noDataText" value="value"></el-option>
-                <ul class="el-scrollbar__view el-select-dropdown__list">
-                    <li class="el-select-dropdown__item el-select__footer bg-purple sticky bottom-0">
-                        <div class="w-full flex items-center" @click="onAddItem">
-                            <span class="material-icons text-xl text-purple">add</span>
-                            <span class="flex-1 font-bold text-purple">
-                                {{ addNew.text }}
-                            </span>
-                        </div>
-                    </li>
-                </ul>
+
+                <li class="el-select-dropdown__item el-select__footer bg-purple sticky bottom-0">
+                    <div class="w-full flex items-center" @click="onAddItem">
+                        <span class="material-icons text-xl text-purple">add</span>
+                        <span class="flex-1 font-bold text-purple">
+                            {{ addNew.text }}
+                        </span>
+                    </div>
+                </li>
             </div>
 
             <template slot="prefix">
-                <span class="el-input__suffix-inner el-select-icon">
-                    <i :class="'select-icon-position el-input__icon fa fa-' + icon"></i>
+                <span class="aka-select-prefix">
+                    <span
+                        v-if="selectedOptionColor"
+                        class="aka-select-prefix-dot"
+                        :style="{ backgroundColor: selectedOptionColor }"
+                    ></span>
+                    <i v-if="icon" :class="'select-icon-position el-input__icon fa fa-' + icon"></i>
                 </span>
             </template>
 
@@ -265,12 +281,19 @@
                     </span>
                 </div>
             </el-option>
-
         </el-select>
 
         <component v-bind:is="add_new_html" @submit="onSubmit" @cancel="onCancel"></component>
 
-        <span slot="infoBlock" class="absolute right-8 top-3 bg-green text-white px-2 py-1 rounded-md text-xs" v-if="new_options[selected] || (sorted_options.length && sorted_options[sorted_options.length - 1].mark_new && sorted_options[sorted_options.length - 1].key == selected)">{{ addNew.new_text }}</span>
+        <span slot="infoBlock" class="absolute right-8 top-3 bg-green text-white px-2 py-1 rounded-md text-xs" v-if="!isDropdownVisible && (new_options[selected] || (sorted_options.length && sorted_options[sorted_options.length - 1].mark_new && sorted_options[sorted_options.length - 1].key == selected))">{{ addNew.new_text }}</span>
+
+        <span
+            slot="infoBlock"
+            class="absolute right-8 top-4 rounded-md bg-gray-50 px-2 py-0.5 text-xs font-medium text-gray-600 ring-1 ring-inset ring-gray-500/10"
+            v-if="!isDropdownVisible && group && selectedGroupLabel"
+        >
+            {{ selectedGroupLabel }}
+        </span>
 
         <select :name="name" :id="name + '-' + _uid" v-model="selected" class="d-none">
             <option v-for="option in sortedOptions" :key="option.key" :value="option.key">{{ option.value }}</option>
@@ -491,7 +514,7 @@ export default {
         currencyCode: {
             type: String,
             default: 'USD',
-            description: "Get remote item price currecy code"
+            description: "Get remote item price currency code"
         },
 
         optionStyle: {
@@ -520,6 +543,7 @@ export default {
             full_options:[],
             new_options: {},
             loading: false,
+            isDropdownVisible: false,
         }
     },
 
@@ -549,6 +573,48 @@ export default {
 
             return this.sorted_options;
         },
+
+        selectedGroupLabel() {
+            if (!this.group || !Array.isArray(this.sorted_options) || !this.sorted_options.length) {
+                return '';
+            }
+
+            if (this.multiple) {
+                if (!Array.isArray(this.selected) || !this.selected.length) {
+                    return '';
+                }
+
+                const labels = this.selected
+                    .map(value => this.findGroupLabelByOptionKey(value))
+                    .filter(Boolean);
+
+                return [...new Set(labels)].join(', ');
+            }
+
+            return this.findGroupLabelByOptionKey(this.selected);
+        },
+
+        selectedOptionColor() {
+            const selectedOption = this.getSelectedOptionData();
+
+            if (!selectedOption || typeof selectedOption !== 'object') {
+                return '';
+            }
+
+            if (selectedOption.color_hex_code) {
+                return selectedOption.color_hex_code;
+            }
+
+            if (selectedOption.color_hex) {
+                return selectedOption.color_hex;
+            }
+
+            if (selectedOption.color && selectedOption.color.toString().startsWith('#')) {
+                return selectedOption.color;
+            }
+
+            return '';
+        },
     },
 
     mounted() {
@@ -579,6 +645,78 @@ export default {
     },
 
     methods: {
+        getSelectedOptionData() {
+            const selectedKey = this.multiple
+                ? (Array.isArray(this.selected) && this.selected.length ? this.selected[0] : null)
+                : this.selected;
+
+            if (selectedKey === null || selectedKey === undefined || selectedKey === '') {
+                return null;
+            }
+
+            const foundOption = this.findOptionByKey(selectedKey);
+
+            if (!foundOption) {
+                return null;
+            }
+
+            return foundOption.option ? foundOption.option : foundOption;
+        },
+
+        findOptionByKey(optionKey) {
+            const normalizedKey = optionKey.toString();
+
+            if (this.group) {
+                for (const groupOption of this.sorted_options) {
+                    if (!Array.isArray(groupOption.value)) {
+                        continue;
+                    }
+
+                    const found = groupOption.value.find(option => option.key == normalizedKey);
+
+                    if (found) {
+                        return found;
+                    }
+                }
+            } else {
+                const found = this.sorted_options.find(option => option.key == normalizedKey);
+
+                if (found) {
+                    return found;
+                }
+            }
+
+            const foundInFullOptions = this.full_options.find(option => option.key == normalizedKey);
+
+            if (foundInFullOptions) {
+                return foundInFullOptions;
+            }
+
+            return null;
+        },
+
+        findGroupLabelByOptionKey(optionKey) {
+            if (optionKey === null || optionKey === undefined || optionKey === '') {
+                return '';
+            }
+
+            const normalizedKey = optionKey.toString();
+
+            const foundGroup = this.sorted_options.find(groupOption => {
+                if (!Array.isArray(groupOption.value)) {
+                    return false;
+                }
+
+                return groupOption.value.some(option => option.key == normalizedKey);
+            });
+
+            if (!foundGroup) {
+                return '';
+            }
+
+            return foundGroup.key ? foundGroup.key.toString() : '';
+        },
+
         sortBy(option) {
             return (firstEl, secondEl) => {
                 let first_element = firstEl[option].toUpperCase(); // ignore upper and lowercase
@@ -910,6 +1048,8 @@ export default {
         visibleChange(event) {
             this.$emit('visible-change', event);
 
+            this.isDropdownVisible = event;
+
             this.dynamicPlaceholder = this.placeholder;
 
             if (event && this.searchText) {
@@ -1492,11 +1632,25 @@ export default {
 </script>
 
 <style>
+    .aka-select-prefix {
+        display: inline-flex;
+        align-items: center;
+        height: 100%;
+    }
+
+    .with-color-prefix .el-input__inner {
+        padding-left: 2.25rem !important;
+    }
+
+    .with-color-prefix.with-icon-prefix .el-input__inner {
+        padding-left: 2.8rem !important;
+    }
+
     .el-select-dropdown__item.el-select__footer.bg-purple.sticky.bottom-0 {
         background-color: #fff !important;
     }
 
     .el-select-dropdown__item.el-select__footer.bg-purple.sticky.bottom-0:hover {
-        background-color: 55588b !important;
+        background-color: #55588b !important;
     }
 </style>

resources/assets/js/mixins/global.js

@@ -228,7 +228,7 @@ export default {
                     <div class="swiper-button-prev bg-body text-white flex items-center justify-center left-0">
                         <span class="material-icons text-purple text-4xl">chevron_left</span>
                     </div>
-                    `; 
+                    `;
 
                 item.querySelector('[data-tabs-swiper]').innerHTML = html;
                 slides_view = Number(item.getAttribute('data-swiper')) != 0 ? Number(item.getAttribute('data-swiper'))  : slides_view;
@@ -301,6 +301,28 @@ export default {
             this.form[key] = event.target.files[0];
         },
 
+        isCategoryCodeFieldVisible() {
+            if (!this.form || !this.form.type || !this.form.type_codes) {
+                return false;
+            }
+
+            let type_codes = this.form.type_codes;
+
+            if (typeof type_codes === 'string') {
+                try {
+                    type_codes = JSON.parse(type_codes);
+                } catch (e) {
+                    return false;
+                }
+            }
+
+            if (typeof type_codes[this.form.type] === 'undefined') {
+                return true;
+            }
+
+            return !Boolean(type_codes[this.form.type]);
+        },
+
         // Bulk Action Select all
         onSelectAllBulkAction() {
             this.bulk_action.selectAll();

resources/assets/js/views/settings/categories.js

@@ -30,7 +30,7 @@ const app = new Vue({
             form: new Form('category'),
             bulk_action: new BulkAction('categories'),
             categoriesBasedTypes: null,
-            selected_type: true
+            selected_type: true,
         }
     },
 

resources/assets/sass/app.css

@@ -291,6 +291,10 @@
     color:#595959 !important;
 }
 
+.el-select-group__title {
+    @apply text-purple-500 font-bold;
+}
+
 .el-select-dropdown .popper__arrow::after {
     display: none;
 }

resources/lang/en-GB/messages.php

@@ -47,6 +47,7 @@ return [
         'payment_cancel'    => 'Warning: You have cancelled your recent :method payment!',
         'missing_transfer'  => 'Warning: The transfer related to this transaction is missing. You should consider deleting this transaction.',
         'connect_tax'       => 'Warning: This :type has a tax amount. Taxes added to the :type can not be connected, so the tax will be added to the total and calculated accordingly.',
+        'contact_change'    => 'Warning: You are not allowed to change the contact on a :type that has already been sent, received, or paid!',
     ],
 
 ];

resources/lang/es-CO/currencies.php

@@ -8,7 +8,7 @@ return [
     'decimal_mark'          => 'Punto decimal',
     'thousands_separator'   => 'Separador de miles',
     'precision'             => 'Precisión',
-    'conversion'            => 'Conversión de moneda: :price (:currecy_code) a :currency_rate',
+    'conversion'            => 'Conversión de moneda: :price (:currency_code) a :currency_rate',
     'symbol' => [
         'symbol'            => 'Símbolo',
         'position'          => 'Posición del Símbolo',

resources/lang/es-ES/currencies.php

@@ -8,7 +8,7 @@ return [
     'decimal_mark'          => 'Punto decimal',
     'thousands_separator'   => 'Separador de miles',
     'precision'             => 'Precisión',
-    'conversion'            => 'Conversión de moneda: :price (:currecy_code) a :currency_rate',
+    'conversion'            => 'Conversión de moneda: :price (:currency_code) a :currency_rate',
     'symbol' => [
         'symbol'            => 'Símbolo',
         'position'          => 'Posición de Símbolo',

resources/views/components/documents/form/totals.blade.php

@@ -229,7 +229,7 @@
                             <akaunting-currency-conversion
                                 currency-conversion-text="{{ trans('currencies.conversion') }}"
                                 :price="(totals.total / form.currency_rate).toFixed(2)"
-                                :currecy-code="form.currency_code"
+                                :currency-code="form.currency_code"
                                 :currency-rate="form.currency_rate"
                                 :currency-symbol="currency_symbol"
                                 @change="form.currency_rate = $event"

resources/views/components/form/group/category.blade.php

@@ -1,4 +1,7 @@
-@if ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
+@if (
+    (! $attributes->has('withoutRemote') && ! $attributes->has('without-remote'))
+    && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new'))
+)
     <x-form.group.select
         remote
         remote_action="{{ $remoteAction }}"
@@ -11,10 +14,7 @@
         :options="$categories"
         :selected="$selected"
         sort-options="false"
-        :option_field="[
-            'key' => 'id',
-            'value' => 'title'
-        ]"
+        :option_field="$option_field"
 
         :multiple="$multiple"
         :group="$group"
@@ -27,12 +27,20 @@
     >
         <template #option="{option}">
             <div class="flex items-center">
-                <span class="w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+                <span class="{{ (! $group) ? 'ltr:ml-2 rtl:mr-2 ' : '' }}w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+
+                @if ($option_field['value'] == 'title')
+                <span>@{{ option.option.title }}</span>
+                @else
                 <span>@{{ option.option.name }}</span>
+                @endif
             </div>
         </template>
     </x-form.group.select>
-@elseif (($attributes->has('withoutRemote') && $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
+@elseif (
+    ($attributes->has('withoutRemote') || $attributes->has('without-remote'))
+    && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new'))
+)
     <x-form.group.select
         add-new
         path="{{ $path }}"
@@ -42,10 +50,7 @@
         :options="$categories"
         :selected="$selected"
         sort-options="false"
-        :option_field="[
-            'key' => 'id',
-            'value' => 'title'
-        ]"
+        :option_field="$option_field"
 
         :multiple="$multiple"
         :group="$group"
@@ -58,12 +63,20 @@
     >
         <template #option="{option}">
             <div class="flex items-center">
-                <span class="w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+                <span class="{{ (! $group) ? 'ltr:ml-2 rtl:mr-2 ' : '' }}w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+
+                @if ($option_field['value'] == 'title')
+                <span>@{{ option.option.title }}</span>
+                @else
                 <span>@{{ option.option.name }}</span>
+                @endif
             </div>
         </template>
     </x-form.group.select>
-@elseif ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && ($attributes->has('withoutAddNew') && $attributes->has('without-add-new')))
+@elseif (
+    (! $attributes->has('withoutRemote') && ! $attributes->has('without-remote'))
+    && ($attributes->has('withoutAddNew') || $attributes->has('without-add-new'))
+)
     <x-form.group.select
         remote
         remote_action="{{ $remoteAction }}"
@@ -73,10 +86,7 @@
         :options="$categories"
         :selected="$selected"
         sort-options="false"
-        :option_field="[
-            'key' => 'id',
-            'value' => 'title'
-        ]"
+        :option_field="$option_field"
 
         :multiple="$multiple"
         :group="$group"
@@ -89,8 +99,13 @@
     >
         <template #option="{option}">
             <div class="flex items-center">
-                <span class="w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+                <span class="{{ (! $group) ? 'ltr:ml-2 rtl:mr-2 ' : '' }}w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+
+                @if ($option_field['value'] == 'title')
+                <span>@{{ option.option.title }}</span>
+                @else
                 <span>@{{ option.option.name }}</span>
+                @endif
             </div>
         </template>
     </x-form.group.select>
@@ -101,10 +116,7 @@
         :options="$categories"
         :selected="$selected"
         sort-options="false"
-        :option_field="[
-            'key' => 'id',
-            'value' => 'title'
-        ]"
+        :option_field="$option_field"
 
         :multiple="$multiple"
         :group="$group"
@@ -117,8 +129,13 @@
     >
         <template #option="{option}">
             <div class="flex items-center">
-                <span class="w-5 h-4 rounded-full":style="{backgroundColor: option.option.color_hex_code}"></span>
+                <span class="{{ (! $group) ? 'ltr:ml-2 rtl:mr-2 ' : '' }}w-5 h-4 rounded-full" :style="{backgroundColor: option.option.color_hex_code}"></span>
+
+                @if ($option_field['value'] == 'title')
+                <span>@{{ option.option.title }}</span>
+                @else
                 <span>@{{ option.option.name }}</span>
+                @endif
             </div>
         </template>
     </x-form.group.select>

resources/views/components/form/group/contact.blade.php

@@ -56,7 +56,7 @@
             </template>
         @endif
     </x-form.group.select>
-@elseif (($attributes->has('withoutRemote') && $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
+@elseif (($attributes->has('withoutRemote') || $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
     <x-form.group.select
         add-new
         path="{{ $path }}"
@@ -111,7 +111,7 @@
             </template>
         @endif
     </x-form.group.select>
-@elseif ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && ($attributes->has('withoutAddNew') && $attributes->has('without-add-new')))
+@elseif ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && ($attributes->has('withoutAddNew') || $attributes->has('without-add-new')))
     <x-form.group.select
         remote
         remote_action="{{ $remoteAction }}"

resources/views/components/form/group/tax.blade.php

@@ -60,7 +60,7 @@
             </span>
         </template>
     </x-form.group.select>
-@elseif (($attributes->has('withoutRemote') && $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
+@elseif (($attributes->has('withoutRemote') || $attributes->has('without-remote')) && (! $attributes->has('withoutAddNew') && ! $attributes->has('without-add-new')))
     <x-form.group.select
         add-new
         path="{{ $path }}"
@@ -115,7 +115,7 @@
             </span>
         </template>
     </x-form.group.select>
-@elseif ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && ($attributes->has('withoutAddNew') && $attributes->has('without-add-new')))
+@elseif ((! $attributes->has('withoutRemote') && ! $attributes->has('without-remote')) && ($attributes->has('withoutAddNew') || $attributes->has('without-add-new')))
     <x-form.group.select
         remote
         remote_action="{{ $remoteAction }}"

resources/views/components/index/balance.blade.php

@@ -0,0 +1,3 @@
+<span @class(['font-medium', $textColor])>
+    {{ $amount }}
+</span>

resources/views/modals/categories/create.blade.php

@@ -6,7 +6,21 @@
 
         <x-form.group.select name="parent_id" label="{{ trans('general.parent') . ' ' . trans_choice('general.categories', 1) }}" :options="$categories" not-required sort-options="false" searchable form-group-class="col-span-6" />
 
-        <x-form.input.hidden name="type" value="{{ $type }}" />
+        @if (! empty($types) && count($types) > 1)
+            <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" value="{{ $type }}" form-group-class="col-span-6" :group="$type_group" />
+
+            <x-form.group.text name="code" label="{{ trans('general.code') }}" form-group-class="col-span-6" v-show="isCategoryCodeFieldVisible()" />
+        @else
+            <x-form.input.hidden name="type" value="{{ $type }}" />
+
+            @if (empty($hide_code_types[$type]) || ! $hide_code_types[$type])
+                <x-form.group.text name="code" label="{{ trans('general.code') }}" form-group-class="col-span-6" />
+            @endif
+        @endif
+
+        <x-form.group.textarea name="description" label="{{ trans('general.description') }}" not-required />
+
         <x-form.input.hidden name="enabled" value="1" />
+        <x-form.input.hidden name="type_codes" value="{{ json_encode($hide_code_types) }}" />
     </div>
 </x-form>

resources/views/settings/categories/create.blade.php

@@ -22,11 +22,16 @@
 
                         <x-form.group.color name="color" label="{{ trans('general.color') }}" />
 
-                        <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" :selected="config('general.types')" change="updateParentCategories" />
+                        <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" :selected="config('general.types')" change="updateParentCategories" :group="$type_group" />
+
+                        <x-form.group.text name="code" label="{{ trans('general.code') }}" v-show="isCategoryCodeFieldVisible()" />
 
                         <x-form.group.select name="parent_id" label="{{ trans('general.parent') . ' ' . trans_choice('general.categories', 1) }}" :options="[]" not-required dynamicOptions="categoriesBasedTypes" sort-options="false" v-disabled="selected_type" />
 
+                        <x-form.group.textarea name="description" label="{{ trans('general.description') }}" not-required />
+
                         <x-form.input.hidden name="categories" value="{{ json_encode($categories) }}" />
+                        <x-form.input.hidden name="type_codes" value="{{ json_encode($hide_code_types) }}" />
                     </x-slot>
                 </x-form.section>
 

resources/views/settings/categories/edit.blade.php

@@ -17,22 +17,27 @@
                         <x-form.group.color name="color" label="{{ trans('general.color') }}" />
 
                         @if ($type_disabled)
-                            <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" v-disabled="true" />
+                            <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" v-disabled="true" :group="$type_group" />
 
                             <input type="hidden" name="type" value="{{ $category->type }}" />
                         @else
-                            <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" change="updateParentCategories" />
+                            <x-form.group.select name="type" label="{{ trans_choice('general.types', 1) }}" :options="$types" change="updateParentCategories" :group="$type_group" />
+
+                            <x-form.group.text name="code" label="{{ trans('general.code') }}" v-show="isCategoryCodeFieldVisible()" />
 
                             <x-form.group.select name="parent_id" label="{{ trans('general.parent') . ' ' . trans_choice('general.categories', 1) }}" :options="$parent_categories" not-required dynamicOptions="categoriesBasedTypes" sort-options="false" />
 
                             <x-form.input.hidden name="parent_category_id" value="{{ $category->parent_id }}" />
                             <x-form.input.hidden name="categories" value="{{ json_encode($categories) }}" />
+                            <x-form.input.hidden name="type_codes" value="{{ json_encode($hide_code_types) }}" />
                         @endif
+
+                        <x-form.group.textarea name="description" label="{{ trans('general.description') }}" not-required />
                     </x-slot>
                 </x-form.section>
 
                 @if (! $type_disabled)
-                <x-form.group.switch name="enabled" label="{{ trans('general.enabled') }}" />
+                    <x-form.group.switch name="enabled" label="{{ trans('general.enabled') }}" />
                 @endif
 
                 @can('update-settings-categories')

resources/views/settings/categories/index.blade.php

@@ -37,95 +37,167 @@
 
     <x-slot name="content">
         <x-index.container>
-            <x-index.search
-                search-string="App\Models\Setting\Category"
-                bulk-action="App\BulkActions\Settings\Categories"
-            />
-
-            <x-table>
-                <x-table.thead>
-                    <x-table.tr>
-                        <x-table.th kind="bulkaction">
-                            <x-index.bulkaction.all />
-                        </x-table.th>
-
-                        <x-table.th class="w-6/12">
-                            <x-sortablelink column="name" title="{{ trans('general.name') }}" />
-                        </x-table.th>
-
-                        <x-table.th class="w-6/12">
-                            <x-sortablelink column="type" title="{{ trans_choice('general.types', 1) }}" />
-                        </x-table.th>
-                    </x-table.tr>
-                </x-table.thead>
-
-                <x-table.tbody>
-                    @foreach($categories as $item)
-                        <x-table.tr href="{{ route('categories.edit', $item->id) }}">
-                            <x-table.td kind="bulkaction">
-                                <x-index.bulkaction.single 
-                                    id="{{ $item->id }}"
-                                    name="{{ $item->name }}"
-                                    :disabled="($item->isTransferCategory()) ? true : false"
-                                />
-                            </x-table.td>
-
-                            <x-table.td class="w-6/12">
-                                <div class="flex items-center">
-                                    @if ($item->sub_categories->count())
-                                        <x-tooltip id="tooltip-category-{{ $item->id }}" placement="bottom" message="{{ trans('categories.collapse') }}">
-                                            <button
-                                                type="button"
-                                                class="w-4 h-4 flex items-center justify-center mx-2 leading-none align-text-top rounded-lg"
-                                                node="child-{{ $item->id }}"
-                                                onClick="toggleSub('child-{{ $item->id }}', event)"
-                                            >
-                                                <span class="material-icons transform rotate-90 -ml-2 transition-all text-xl leading-none align-middle rounded-full bg-{{ $item->color }} text-white" style="background-color:{{ $item->color }};">chevron_right</span>
-                                            </button>
-                                        </x-tooltip>
-        
-                                        <div class="flex items-center font-bold">
-                                            {{ $item->name }}
-                                        </div>
-                                </div>
-                                @else
-                                    <div class="flex items-center">
-                                        <span class="material-icons text-{{ $item->color }}" class="text-3xl" style="color:{{ $item->color }};">circle</span>
-
-                                        <span class="font-bold ltr:ml-2 rtl:mr-2">
-                                            {{ $item->name }}
-                                        </span>
-                                    </div>
-                                @endif
-
-                                @if (! $item->enabled)
-                                    <x-index.disable text="{{ trans_choice('general.categories', 1) }}" />
-                                @endif
-                            </x-table.td>
-
-                            <x-table.td class="w-6/12">
-                                @if (! empty($types[$item->type]))
-                                    {{ $types[$item->type] }}
-                                @else
-                                    <x-empty-data />
-                                @endif
-                            </x-table.td>
-
-                            <x-table.td kind="action">
-                                <x-table.actions :model="$item" />
-                            </x-table.td>
-                        </x-table.tr>
-
-                        @foreach($item->sub_categories as $sub_category)
-                            @include('settings.categories.sub_category', ['parent_category' => $item, 'sub_category' => $sub_category, 'tree_level' => 1])
-                        @endforeach
+            <x-tabs active="{{ $tab_active }}">
+                <x-slot name="navs">
+                    @foreach($tabs as $tab => $data)
+                        @if ($tab_active == $tab)
+                            <x-tabs.nav-pin
+                                id="{{ $tab }}"
+                                name="{{ $data['name'] }}"
+                                type="categories"
+                                tab="{{ $tab }}"
+                            />
+                        @else
+                            <x-tabs.nav-pin
+                                id="{{ $tab }}"
+                                href="{{ route('categories.index', ['search' => 'type:' . $data['key']]) }}"
+                                name="{{ $data['name'] }}"
+                                type="categories"
+                                tab="{{ $tab }}"
+                            />
+                        @endif
                     @endforeach
-                </x-table.tbody>
-            </x-table>
 
-            <x-pagination :items="$categories" />
+                    @if ($tab_active == 'categories-all')
+                        <x-tabs.nav-pin
+                            id="categories-all"
+                            name="{{ trans('general.all_type', ['type' => trans_choice('general.categories', 2)]) }}"
+                            type="categories"
+                            tab="all"
+                        />
+                    @else
+                        <x-tabs.nav-pin
+                            id="categories-all"
+                            href="{{ route('categories.index', ['list_records' => 'all']) }}"
+                            name="{{ trans('general.all_type', ['type' => trans_choice('general.categories', 2)]) }}"
+                            type="categories"
+                            tab="all"
+                        />
+                    @endif
+                </x-slot>
+
+                <x-slot name="content">
+                    @php
+                        $name_class = $hide_code_column ? 'w-5/12' : 'w-4/12';
+                    @endphp
+
+                    <x-tabs.tab id="{{ $tab_active }}">
+                        <x-index.search
+                            search-string="App\Models\Setting\Category"
+                            bulk-action="App\BulkActions\Settings\Categories"
+                        />
+
+                        <x-table>
+                            <x-table.thead>
+                                <x-table.tr>
+                                    <x-table.th kind="bulkaction">
+                                        <x-index.bulkaction.all />
+                                    </x-table.th>
+
+                                    @if (!$hide_code_column)
+                                        <x-table.th class="w-1/12">
+                                            <x-sortablelink column="code" title="{{ trans('general.code') }}" />
+                                        </x-table.th>
+                                    @endif
+
+                                    <x-table.th class="{{ $name_class }}">
+                                        <x-sortablelink column="name" title="{{ trans('general.name') }}" />
+                                    </x-table.th>
+
+                                    <x-table.th class="w-3/12">
+                                        <x-sortablelink column="type" title="{{ trans_choice('general.types', 1) }}" />
+                                    </x-table.th>
+
+                                    <x-table.th class="w-2/12 ltr:text-right rtl:text-left">
+                                        {{ trans('general.balance') }}
+                                    </x-table.th>
+                                </x-table.tr>
+                            </x-table.thead>
+
+                            <x-table.tbody>
+                                @foreach($categories as $item)
+                                    <x-table.tr href="{{ route('categories.edit', $item->id) }}">
+                                        <x-table.td kind="bulkaction">
+                                            <x-index.bulkaction.single
+                                                id="{{ $item->id }}"
+                                                name="{{ $item->name }}"
+                                                :disabled="($item->isTransferCategory()) ? true : false"
+                                            />
+                                        </x-table.td>
+
+                                        @if (!$hide_code_column)
+                                            <x-table.td class="w-1/12">
+                                                @if(!empty($item->code))
+                                                    {{ $item->code }}
+                                                @else
+                                                    <x-empty-data />
+                                                @endif
+                                            </x-table.td>
+                                        @endif
+
+                                        <x-table.td class="{{ $name_class }}">
+                                            @if ($item->sub_categories->count())
+                                                <div class="flex items-center">
+                                                    <x-tooltip id="tooltip-category-{{ $item->id }}" placement="bottom" message="{{ trans('categories.collapse') }}">
+                                                        <button
+                                                            type="button"
+                                                            class="w-4 h-4 flex items-center justify-center mx-2 leading-none align-text-top rounded-lg"
+                                                            node="child-{{ $item->id }}"
+                                                            onClick="toggleSub('child-{{ $item->id }}', event)"
+                                                        >
+                                                            <span class="material-icons transform rotate-90 -ml-2 transition-all text-xl leading-none align-middle rounded-full bg-{{ $item->color }} text-white" style="background-color:{{ $item->color }};">chevron_right</span>
+                                                        </button>
+                                                    </x-tooltip>
+
+                                                    <div class="flex items-center font-bold">
+                                                        {{ $item->name }}
+                                                    </div>
+                                                </div>
+                                            @else
+                                                <div class="flex items-center">
+                                                    <span class="material-icons text-{{ $item->color }}" class="text-3xl" style="color:{{ $item->color }};">circle</span>
+
+                                                    <span class="font-bold ltr:ml-2 rtl:mr-2">
+                                                        {{ $item->name }}
+                                                    </span>
+                                                </div>
+                                            @endif
+
+                                            @if (! $item->enabled)
+                                                <x-index.disable text="{{ trans_choice('general.categories', 1) }}" />
+                                            @endif
+                                        </x-table.td>
+
+                                        <x-table.td class="w-3/12">
+                                            @if (! empty($types[$item->type]))
+                                                {{ $types[$item->type] }}
+                                            @else
+                                                <x-empty-data />
+                                            @endif
+                                        </x-table.td>
+
+                                        <x-table.td class="w-2/12 ltr:text-right rtl:text-left">
+                                            <x-index.balance :amount="$item->balance" />
+                                        </x-table.td>
+
+                                        <x-table.td kind="action">
+                                            <x-table.actions :model="$item" />
+                                        </x-table.td>
+                                    </x-table.tr>
+
+                                    @foreach($item->sub_categories as $sub_category)
+                                        @include('settings.categories.sub_category', ['parent_category' => $item, 'sub_category' => $sub_category, 'tree_level' => 1, 'hide_code_column' => $hide_code_column, 'name_class' => $name_class])
+                                    @endforeach
+                                @endforeach
+                            </x-table.tbody>
+                        </x-table>
+
+                        <x-pagination :items="$categories" />
+                    </x-tabs.tab>
+                </x-slot>
+            </x-tabs>
         </x-index.container>
     </x-slot>
 
     <x-script folder="settings" file="categories" />
-</x-layouts.admin>
+</x-layouts.admin>

resources/views/settings/categories/sub_category.blade.php

@@ -1,10 +1,64 @@
 @if ($sub_category->sub_categories)
+    @if ($loop->first)
+        <x-table.tr data-collapse="child-{{ $parent_category->id }}" data-animation class="relative flex items-center hover:bg-gray-100 px-1 group border-b transition-all collapse-sub" href="{{ route('categories.edit', $sub_category->id) }}">
+            <x-table.td kind="bulkaction">
+                <x-index.bulkaction.single id="{{ $parent_category->id }}" name="{{ $parent_category->name }}" disabled />
+            </x-table.td>
+
+            @if (!$hide_code_column && (empty(config('type.category.' . $parent_category->type . '.hide', [])) || ! in_array('code', config('type.category.' . $sub_category->type . '.hide'))))
+                <x-table.td class="w-1/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-medium text-black truncate">
+                    @if(!empty($parent_category->code))
+                        {{ $parent_category->code }}
+                    @else
+                        <x-empty-data />
+                    @endif
+                </x-table.td>
+            @endif
+
+            <x-table.td class="relative {{ $name_class }} py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-medium text-black truncate" style="padding-left: {{ $tree_level * 30 }}px;">
+                <div class="flex items-center ml-2">
+                    <span class="material-icons text-3xl text-{{ $parent_category->color }}" style="color:{{ $sub_category->color }};">circle</span>
+
+                    <div class="flex items-center font-bold table-submenu ltr:ml-2 rtl:mr-2">
+                        {{ $parent_category->name }}
+                    </div>
+                </div>
+
+                @if (! $parent_category->enabled)
+                    <x-index.disable text="{{ trans_choice('general.categories', 1) }}" />
+                @endif
+            </x-table.td>
+
+            <x-table.td class="w-3/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-normal text-black cursor-pointer truncate">
+                @if (! empty($types[$item->type]))
+                    {{ $types[$item->type] }}
+                @else
+                    <x-empty-data />
+                @endif
+            </x-table.td>
+
+            <x-table.td class="w-2/12 py-4 ltr:text-right rtl:text-left whitespace-nowrap text-sm font-normal text-black cursor-pointer truncate">
+                <x-index.balance :amount="$parent_category->balance_without_subcategories" />
+            </x-table.td>
+        </x-table.tr>
+    @endif
+
     <x-table.tr data-collapse="child-{{ $parent_category->id }}" data-animation class="relative flex items-center hover:bg-gray-100 px-1 group border-b transition-all collapse-sub" href="{{ route('categories.edit', $sub_category->id) }}">
         <x-table.td kind="bulkaction">
             <x-index.bulkaction.single id="{{ $sub_category->id }}" name="{{ $sub_category->name }}" />
         </x-table.td>
 
-        <x-table.td class="relative w-6/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-medium text-black truncate" style="padding-left: {{ $tree_level * 30 }}px;">
+        @if (!$hide_code_column && (empty(config('type.category.' . $sub_category->type . '.hide', [])) || ! in_array('code', config('type.category.' . $sub_category->type . '.hide'))))
+            <x-table.td class="w-1/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-medium text-black truncate">
+                @if(!empty($sub_category->code))
+                    {{ $sub_category->code }}
+                @else
+                    <x-empty-data />
+                @endif
+            </x-table.td>
+        @endif
+
+        <x-table.td class="relative {{ $name_class }} py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-medium text-black truncate" style="padding-left: {{ $tree_level * 30 }}px;">
             <div class="flex items-center ml-2">
                 @if ($sub_category->sub_categories->count())
                     <x-tooltip id="tooltip-category-{{ $parent_category->id }}" placement="bottom" message="{{ trans('categories.collapse') }}">
@@ -12,31 +66,29 @@
                             type="button"
                             class="w-4 h-4 flex items-center justify-center mx-2 leading-none align-text-top rounded-lg "
                             node="child-{{ $sub_category->id }}"
-                            onClick="toggleSub('child-{{ $sub_category->id }}', event)"  
+                            onClick="toggleSub('child-{{ $sub_category->id }}', event)"
                         >
                             <span class="material-icons -ml-2 transform rotate-90 transition-all text-xl leading-none align-middle rounded-full text-white bg-{{ $sub_category->color }}" style="background-color:{{ $sub_category->color }};">chevron_right</span>
                         </button>
                     </x-tooltip>
                     <div class="flex items-center font-bold  table-submenu">
-                        {{ $sub_category->name }}    
+                        {{ $sub_category->name }}
                     </div>
-            </div>
-            @else
-                <div class="flex items-center ml-2">
+                @else
                     <span class="material-icons text-3xl text-{{ $sub_category->color }}" style="color:{{ $sub_category->color }};">circle</span>
-    
+
                     <div class="flex items-center font-bold table-submenu ltr:ml-2 rtl:mr-2">
                         {{ $sub_category->name }}
                     </div>
-                </div>
-            @endif
+                @endif
+            </div>
 
             @if (! $sub_category->enabled)
                 <x-index.disable text="{{ trans_choice('general.categories', 1) }}" />
             @endif
         </x-table.td>
 
-        <x-table.td class="w-6/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-normal text-black cursor-pointer truncate">
+        <x-table.td class="w-3/12 py-4 ltr:text-left rtl:text-right whitespace-nowrap text-sm font-normal text-black cursor-pointer truncate">
             @if (! empty($types[$item->type]))
                 {{ $types[$item->type] }}
             @else
@@ -44,6 +96,10 @@
             @endif
         </x-table.td>
 
+        <x-table.td class="w-2/12 py-4 ltr:text-right rtl:text-left whitespace-nowrap text-sm font-normal text-black cursor-pointer truncate">
+            <x-index.balance :amount="$sub_category->balance" />
+        </x-table.td>
+
         <x-table.td kind="action">
             <x-table.actions :model="$sub_category" />
         </x-table.td>
@@ -55,6 +111,10 @@
     @endphp
 
     @foreach($sub_category->sub_categories as $sub_category)
-        @include('settings.categories.sub_category', ['parent_category' => $parent_category, 'sub_category' => $sub_category, 'tree_level' => $tree_level])
+        @php
+            $sub_category->load(['sub_categories']);
+        @endphp
+
+        @include('settings.categories.sub_category', ['parent_category' => $parent_category, 'sub_category' => $sub_category, 'tree_level' => $tree_level, 'hide_code_column' => $hide_code_column, 'name_class' => $name_class])
     @endforeach
-@endif
+@endif

resources/views/settings/default/edit.blade.php

@@ -31,9 +31,9 @@
                     </x-slot>
 
                     <x-slot name="body">
-                        <x-form.group.select remote name="income_category" label="{{ trans('settings.default.income_category') }}" :options="$sales_categories" :clearable="'false'" :selected="setting('default.income_category')" remote_action="{{ route('categories.index'). '?search=type:income enabled:1' }}" sort-options="false" />
+                        <x-form.group.select remote name="income_category" label="{{ trans('settings.default.income_category') }}" :options="$sales_categories" :clearable="'false'" :selected="setting('default.income_category')" remote_action="{{ route('categories.index'). '?search=type:' . $income_category_types . ' enabled:1' }}" sort-options="false" />
 
-                        <x-form.group.select remote name="expense_category" label="{{ trans('settings.default.expense_category') }}" :options="$purchases_categories" :clearable="'false'" :selected="setting('default.expense_category')" remote_action="{{ route('categories.index'). '?search=type:expense enabled:1' }}" sort-options="false" />
+                        <x-form.group.select remote name="expense_category" label="{{ trans('settings.default.expense_category') }}" :options="$purchases_categories" :clearable="'false'" :selected="setting('default.expense_category')" remote_action="{{ route('categories.index'). '?search=type:' . $expense_category_types . ' enabled:1' }}" sort-options="false" />
                     </x-slot>
                 </x-form.section>
 

resources/views/settings/modules/edit.blade.php

@@ -95,13 +95,27 @@
                                         without-add-new
                                     />
                                     @break
+                                @case('toggle')
+                                @case('toggleGroup')
+                                    @php $value = setting($module->getAlias() . '.' . $field['name'], $field['value'] ?? null); @endphp
+
+                                    <x-form.group.toggle
+                                        name="{{ $field['name'] }}"
+                                        label="{{ trans($field['title']) }}"
+                                        enable="{{ $field['enable'] ? trans($field['enable']) : '' }}"
+                                        disable="{{ $field['disable'] ? trans($field['disable']) : '' }}"
+                                        :value="$value"
+                                        :dynamic-attributes="$field['attributes']"
+                                    />
+                                    @break
                                 @default
                                     @php
                                         $type = str_replace('Group', '', $type);
                                         $componentName = 'form.group.' . $type;
+                                        $value = setting($module->getAlias() . '.' . $field['name'], $field['value'] ?? null);
                                     @endphp
 
-                                    <x-dynamic-component :component="$componentName" name="{{ $field['name'] }}" label="{{ trans($field['title']) }}" :dynamic-attributes="$field['attributes']" />
+                                    <x-dynamic-component :component="$componentName" name="{{ $field['name'] }}" label="{{ trans($field['title']) }}" :value="$value" :dynamic-attributes="$field['attributes']" />
                             @endswitch
                         @endforeach
 

tests/Feature/Purchases/BillsTest.php

@@ -4,6 +4,9 @@ namespace Tests\Feature\Purchases;
 
 use App\Exports\Purchases\Bills\Bills as Export;
 use App\Jobs\Document\CreateDocument;
+use App\Jobs\Document\UpdateDocument;
+use App\Models\Banking\Transaction;
+use App\Models\Common\Contact;
 use App\Models\Document\Document;
 use Illuminate\Http\UploadedFile;
 use Illuminate\Support\Carbon;
@@ -235,6 +238,46 @@ class BillsTest extends FeatureTestCase
         $this->assertFlashLevel('success');
     }
 
+    public function testItShouldUpdateTransactionContactWhenBillVendorChanges()
+    {
+        // Create two different vendors
+        $vendorA = Contact::factory()->vendor()->enabled()->create();
+        $vendorB = Contact::factory()->vendor()->enabled()->create();
+
+        // Create a bill with vendor A (must be draft so authorize() allows contact change)
+        $request = $this->getRequest();
+
+        $request['status'] = 'draft';
+        $request['contact_id'] = $vendorA->id;
+        $request['contact_name'] = $vendorA->name;
+        $request['contact_email'] = $vendorA->email;
+
+        $bill = $this->dispatch(new CreateDocument($request));
+
+        // Create a transaction (payment) for this bill with vendor A
+        $transaction = Transaction::factory()->expense()->create([
+            'document_id' => $bill->id,
+            'contact_id' => $vendorA->id,
+            'type' => 'expense',
+        ]);
+
+        // Verify transaction has vendor A's contact_id
+        $this->assertEquals($vendorA->id, $transaction->contact_id);
+
+        // Update the bill to use vendor B
+        $request['contact_id'] = $vendorB->id;
+        $request['contact_name'] = $vendorB->name;
+        $request['contact_email'] = $vendorB->email;
+
+        $this->dispatch(new UpdateDocument($bill, $request));
+
+        // Refresh the transaction from database
+        $transaction->refresh();
+
+        // Verify transaction's contact_id was updated to vendor B
+        $this->assertEquals($vendorB->id, $transaction->contact_id);
+    }
+
     public function getRequest($recurring = false)
     {
         $factory = Document::factory();