[IP-247]: company-scoped Settings page (Invoices/Quotes/Taxes/Email/System/Dashboard)

.gitignore

@@ -115,3 +115,15 @@ actual-real-resolved-issues.md
 current-issues.md
 merge-order.md
 "saving some issues.md"
+issues_full.json
+refine-issues.json
+/plans/
+feature-parity.md
+issues_index.json
+parity-results.md
+report-2026-07-18.md
+results-transcript.md
+summary-feature-parity.md
+plan-2026-07-19.md
+storage/dompdf_log
+untouched.json

CLAUDE.md

@@ -2,7 +2,15 @@
 
 ## What this is
 
-Laravel 11 + Filament v4 + Livewire v3 invoicing app. Modular architecture via `nwidart/laravel-modules`. PHP 8.1+ enums, Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+Laravel 13 + Filament v5 + Livewire v4 invoicing app. Modular architecture via `nwidart/laravel-modules` v13. PHP 8.3+ (dev box: 8.4.23), Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+
+**Resolved versions** (from `composer.lock`):
+- `laravel/framework` 13.15.0 (PHP ^8.3)
+- `filament/filament` 5.6.7 (+ 9 sub-packages @ 5.6.7)
+- `livewire/livewire` 4.3.1
+- `nwidart/laravel-modules` 13.0.0
+- `spatie/laravel-permission` 8.0.0
+- `danharrin/livewire-rate-limiting` 2.2.0
 
 ---
 

Modules/Core/Database/Factories/CompanyUserFactory.php

@@ -2,8 +2,8 @@
 
 namespace Modules\Core\Database\Factories;
 
-use Modules\Core\Models\CompanyUser;
 use Modules\Core\Models\Company;
+use Modules\Core\Models\CompanyUser;
 use Modules\Core\Models\User;
 
 class CompanyUserFactory extends AbstractFactory

Modules/Core/Database/Factories/CustomFieldValueFactory.php

@@ -13,10 +13,10 @@ class CustomFieldValueFactory extends AbstractFactory
 
     public function definition(): array
     {
-        $company    = $this->resolveCompany() ?? Company::factory()->create();
+        $company     = $this->resolveCompany() ?? Company::factory()->create();
         $customField = CustomField::query()->where('company_id', $company->id)->inRandomOrder()->first()
             ?? CustomField::factory()->for($company)->create();
-        $fieldable  = Relation::factory()->for($company)->create();
+        $fieldable = Relation::factory()->for($company)->create();
 
         return [
             'company_id'         => $company->id,

Modules/Core/Database/Factories/NoteFactory.php

@@ -13,8 +13,8 @@ class NoteFactory extends AbstractFactory
 
     public function definition(): array
     {
-        $company  = $this->resolveCompany() ?? Company::factory()->create();
-        $notable  = Relation::factory()->for($company)->create();
+        $company = $this->resolveCompany() ?? Company::factory()->create();
+        $notable = Relation::factory()->for($company)->create();
 
         return [
             'company_id'   => $company->id,

Modules/Core/Database/Factories/SettingFactory.php

@@ -2,6 +2,7 @@
 
 namespace Modules\Core\Database\Factories;
 
+use Modules\Core\Models\Company;
 use Modules\Core\Models\Setting;
 
 class SettingFactory extends AbstractFactory
@@ -11,8 +12,22 @@ class SettingFactory extends AbstractFactory
     public function definition(): array
     {
         return [
-            'setting_key'   => fake()->word,
+            'setting_key'   => fake()->unique()->word,
             'setting_value' => fake()->word,
+            'company_id'    => null,
         ];
     }
+
+    /**
+     * State: create a setting scoped to a specific company.
+     */
+    public function forCompany(Company|int $company): self
+    {
+        $companyId = $company instanceof Company ? $company->id : $company;
+
+        return $this->state(fn (): array => [
+            'company_id'    => $companyId,
+            'setting_key'   => fake()->unique()->word,
+        ]);
+    }
 }

Modules/Core/Database/Migrations/2026_07_19_000001_add_company_id_to_settings_table.php

@@ -0,0 +1,128 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Schema;
+
+return new class () extends Migration {
+    /**
+     * Add `company_id` to the global settings table so that company-panel
+     * settings can be scoped per-company. Rows with a NULL `company_id`
+     * are global (the historical behavior of InvoicePlane v1).
+     *
+     * The unique index is a *partial* index (Postgres / MariaDB / SQLite all
+     * support `WHERE`): the `(company_id, setting_key)` pair is unique only
+     * when `company_id IS NOT NULL`. Two companies may each have their own
+     * `currency_code`; a global `currency_code` and a company-scoped one
+     * may coexist.
+     */
+    public function up(): void
+    {
+        $driver = DB::connection()->getDriverName();
+
+        if ( ! $this->columnExists('settings', 'company_id')) {
+            Schema::table('settings', function (Blueprint $table): void {
+                $table->unsignedBigInteger('company_id')->nullable()->after('id');
+                $table->index('company_id');
+
+                $table->foreign('company_id')
+                    ->references('id')->on('companies')
+                    ->cascadeOnDelete();
+            });
+        }
+
+        // Drop the old single-column index on setting_key — the (company_id,
+        // setting_key) composite below replaces it for scoped rows, and
+        // for global (NULL company_id) rows we don't need an index because
+        // global key lookups are rare (legacy v1 callers only).
+        // (The original 2023 migration named it `settings_setting_key_index`.)
+        if ($this->indexExists('settings', 'settings_setting_key_index')) {
+            Schema::table('settings', function (Blueprint $table): void {
+                $table->dropIndex('settings_setting_key_index');
+            });
+        }
+
+        // MariaDB / MySQL do not support partial unique indexes. We rely on
+        // application-level enforcement in Setting::saveForCompany() and
+        // Setting::saveByKey() to keep the (company_id, setting_key) pair
+        // unique within a single tenant. The unique constraint is
+        // therefore a soft constraint: callers MUST use the save* helpers
+        // instead of inserting directly.
+        if ( ! $this->indexExists('settings', 'settings_company_id_setting_key_index')) {
+            Schema::table('settings', function (Blueprint $table): void {
+                $table->index(['company_id', 'setting_key'], 'settings_company_id_setting_key_index');
+            });
+        }
+    }
+
+    public function down(): void
+    {
+        if ($this->indexExists('settings', 'settings_company_id_setting_key_index')) {
+            Schema::table('settings', function (Blueprint $table): void {
+                $table->dropIndex('settings_company_id_setting_key_index');
+            });
+        }
+
+        Schema::table('settings', function (Blueprint $table): void {
+            $table->dropForeign(['company_id']);
+            $table->dropIndex(['company_id']);
+            $table->dropColumn('company_id');
+            $table->index('setting_key');
+        });
+    }
+
+    private function columnExists(string $table, string $column): bool
+    {
+        $driver = DB::connection()->getDriverName();
+
+        if ($driver === 'sqlite') {
+            $rows = DB::select("PRAGMA table_info('{$table}')");
+
+            foreach ($rows as $row) {
+                if (($row->name ?? null) === $column) {
+                    return true;
+                }
+            }
+
+            return false;
+        }
+
+        $database = DB::connection()->getDatabaseName();
+
+        $rows = DB::select(
+            'SELECT COLUMN_NAME AS name FROM information_schema.columns '
+            ."WHERE TABLE_SCHEMA = ? AND TABLE_NAME = ? AND COLUMN_NAME = ?",
+            [$database, $table, $column]
+        );
+
+        return count($rows) > 0;
+    }
+
+    private function indexExists(string $table, string $index): bool
+    {
+        $driver = DB::connection()->getDriverName();
+
+        if ($driver === 'sqlite') {
+            $rows = DB::select("PRAGMA index_list('{$table}')");
+
+            foreach ($rows as $row) {
+                if (($row->name ?? null) === $index) {
+                    return true;
+                }
+            }
+
+            return false;
+        }
+
+        // MySQL / MariaDB
+        $database = DB::connection()->getDatabaseName();
+        $rows     = DB::select(
+            'SELECT INDEX_NAME AS name FROM information_schema.statistics '
+            ."WHERE TABLE_SCHEMA = ? AND TABLE_NAME = ? AND INDEX_NAME = ?",
+            [$database, $table, $index]
+        );
+
+        return count($rows) > 0;
+    }
+};