[Settings]: Amounts — Currency Format

[nielsdrost7]

SMART Plan — Set currency for the company in Amount Settings

Specific

A Select field labelled "Currency" in the Amounts tab of the Company Settings page. The options list ISO 4217 currency codes (e.g. USD, EUR, GBP). Stores the selected code as a string under the key currency_code, scoped to the current company. The value controls the currency symbol and code shown on invoices and quotes.

Measurable

• The field appears in the Amounts section of the Company Settings page
• Saving the form persists the value to the settings table with key currency_code and company_id scope
• The value is read back correctly on page reload

Achievable

1. Create/extend Modules/Core/Filament/Company/Pages/CompanySettings.php (Filament page with tabs)
2. Add a Select::make('currency_code')->label('Currency')->options([...ISO 4217 list...]) field to the Amounts tab section
3. Add const CURRENCY_CODE = 'currency_code'; to Modules/Core/Models/Setting.php constants
4. Register the page in CompanyPanelProvider

Relevant

Multi-tenant setups commonly serve companies operating in different countries. Storing a per-company currency code ensures all monetary values are rendered and exported with the correct symbol and ISO code, avoiding confusion on client-facing documents.

Time-bound

Sprint 6.

---

Arrange · Act · Assert

// Modules/Core/Tests/Feature/CompanySettingsTest.php

#[Test]
public function it_saves_currency_code_setting(): void
{
    /* Arrange */
    $page = Livewire::actingAs($this->user)
        ->test(\Modules\Core\Filament\Company\Pages\CompanySettings::class);

    /* Act */
    $page->set('data.currency_code', 'EUR')
         ->call('save');

    /* Assert */
    $page->assertSuccessful();
    $this->assertDatabaseHas('settings', [
        'company_id' => $this->company->id,
        'key'        => 'currency_code',
        'value'      => 'EUR',
    ]);
}

[nielsdrost7]

SMART Plan — Amounts — Currency Format

Specific

Within the Company panel Settings → Amounts tab, add a field to select or customize currency format: symbol position (before/after), decimal separator (., ,), thousands separator (,/./ space). Stored as a settings row scoped to the company.

Measurable

• Currency format dropdown/form in CompanySettings.
• Selection stored and persists.
• All monetary amounts on invoices/reports display using the selected format.
• Success message confirms currency format was updated.

Achievable

1. Add currency_format setting key (or sub-keys for symbol, decimal, thousands separators).
2. Add a Select or custom form component in CompanySettings.
3. Create a helper function or formatter in Services layer to apply the format.
4. Update invoice/quote/report Blade/PDF templates to use the formatter.

Relevant

International companies need localized currency display. This avoids hardcoding one format and supports global operations.

Time-bound

Sprint 6.

[KhawarMehfooz]

Already implemented and merged via PR #686