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[Settings]: General — Company Branding (logo, colors, fonts) #248
Description
SMART Plan — Set invoice numbering prefix in General Settings
Specific
A TextInput field labelled "Invoice Number Prefix" in the General tab of the Company Settings page. Stores a short string (e.g. INV-) under the key invoice_number_prefix, scoped to the current company. The value is prepended to every auto-generated invoice number for this company.
Measurable
- The field appears in the General section of the Company Settings page
- Saving the form persists the value to the
settingstable with keyinvoice_number_prefixand company_id scope - The value is read back correctly on page reload
Achievable
- Create/extend
Modules/Core/Filament/Company/Pages/CompanySettings.php(Filament page with tabs) - Add a
TextInput::make('invoice_number_prefix')->label('Invoice Number Prefix')field to the General tab section - Add
const INVOICE_NUMBER_PREFIX = 'invoice_number_prefix';toModules/Core/Models/Setting.phpconstants - Register the page in
CompanyPanelProvider
Relevant
Different companies operating under the same InvoicePlane instance may need distinct invoice number series (e.g. ACME-0001 vs XYZ-0001). A per-company prefix keeps sequences clearly separated and satisfies common accounting/audit requirements.
Time-bound
Sprint 6.
Arrange · Act · Assert
// Modules/Core/Tests/Feature/CompanySettingsTest.php
#[Test]
public function it_saves_invoice_number_prefix_setting(): void
{
/* Arrange */
$page = Livewire::actingAs($this->user)
->test(\Modules\Core\Filament\Company\Pages\CompanySettings::class);
/* Act */
$page->set('data.invoice_number_prefix', 'INV-')
->call('save');
/* Assert */
$page->assertSuccessful();
$this->assertDatabaseHas('settings', [
'company_id' => $this->company->id,
'key' => 'invoice_number_prefix',
'value' => 'INV-',
]);
}Reacted by coderabbitai
Activity
coderabbitai commentedon Dec 28, 2025
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[-]As an admin in the Company Panel, in the General Settings, I want to be able to set the Number of items in lists (maybe per entity)[/-][+][Settings]: General — Company Branding (logo, colors, fonts)[/+]nielsdrost7 commentedon Jul 24, 2026
SMART Plan — Company panel — manage Company Branding
Specific
Within the Company panel Settings → General tab, add fields for company branding: logo upload, primary/accent colors, and fonts. These are stored in the
settingstable scoped to the company. Invoice/PDF/email templates use these colors and fonts.Measurable
Achievable
Relevant
Each company wants their brand to appear consistently on invoices and customer-facing documents. This lets them customize without code changes.
Time-bound
Sprint 6.
nielsdrost7 commentedon Jul 24, 2026
Partial correction: the unmerged branch
settings-cluster-2026-07-19already has a company/invoice logo upload (Setting::KEY_INVOICE_LOGO, aFileUploadin the Invoices → PDF Settings section ofCompanySettings.php) — though it's scoped as an invoice-PDF logo, not necessarily a general company-branding logo. Primary/accent colors and fonts described above are not implemented there. Worth checking whether the existing invoice-logo field can be reused/generalized before adding a new one.apply branding changes to invoice pdf. Closes InvoicePlane#248
apply branding changes to invoice pdf. Closes #248
Company Branding (logo, colors, fonts) Closes InvoicePlane#248
Company Branding (logo, colors, fonts) Closes InvoicePlane#248
apply branding changes to invoice pdf. Closes InvoicePlane#248