UI/Ux improvement

.env.testing

@@ -24,9 +24,10 @@ LOG_LEVEL=debug
 DB_CONNECTION=mysql
 DB_HOST=127.0.0.1
 DB_PORT=3306
+DB_SOCKET=/var/lib/mysql/mysql.sock
 DB_DATABASE=invoiceplane_test
 DB_USERNAME=root
-DB_PASSWORD=root
+DB_PASSWORD=password
 
 SESSION_DRIVER=array
 SESSION_LIFETIME=120

Modules/Core/Enums/PanelTheme.php

@@ -0,0 +1,106 @@
+<?php
+
+namespace Modules\Core\Enums;
+
+/**
+ * The Filament panel themes a company can choose between, one case per
+ * stylesheet in `resources/css/filament/company/`.
+ *
+ * This enum is the whitelist that stands between the `panel_theme` setting
+ * row and `Panel::viteTheme()`: the stored value is a free-form string in the
+ * `settings` table, and handing an arbitrary one to Vite would fail manifest
+ * lookup at render time -- on every page of the panel, with no way back to
+ * the settings form to undo it. Resolve through `fromValue()` so an unknown
+ * or removed value degrades to the default instead.
+ *
+ * Adding a theme means: a stylesheet in `resources/css/filament/company/`, an
+ * entry in `vite.config.js` (unbuilt entrypoints are not in the manifest), and
+ * a case here.
+ */
+enum PanelTheme: string
+{
+    case BASE              = 'base';
+    case INVOICEPLANE      = 'invoiceplane';
+    case INVOICEPLANE_BLUE = 'invoiceplane-blue';
+    case NORD              = 'nord';
+    case ORANGE            = 'orange';
+    case REDDIT            = 'reddit';
+
+    /**
+     * The theme applied when a company has never chosen one, and the fallback
+     * for a stored value this enum no longer knows.
+     */
+    public static function default(): self
+    {
+        return self::BASE;
+    }
+
+    /**
+     * Resolve a stored setting value, falling back to the default for null,
+     * empty and unknown values.
+     */
+    public static function fromValue(?string $value): self
+    {
+        if ($value === null || $value === '') {
+            return self::default();
+        }
+
+        return self::tryFrom($value) ?? self::default();
+    }
+
+    /**
+     * Options for a Filament `Select`, keyed by stored value.
+     *
+     * @return array<string, string>
+     */
+    public static function options(): array
+    {
+        $options = [];
+
+        foreach (self::cases() as $case) {
+            $options[$case->value] = $case->label();
+        }
+
+        return $options;
+    }
+
+    /**
+     * Display label. These are theme names rather than UI copy, so they are
+     * not translated -- same convention as ReportBand::getLabel().
+     */
+    public function label(): string
+    {
+        return match ($this) {
+            self::BASE              => 'Base',
+            self::INVOICEPLANE      => 'InvoicePlane',
+            self::INVOICEPLANE_BLUE => 'InvoicePlane Blue',
+            self::NORD              => 'Nord',
+            self::ORANGE            => 'Orange',
+            self::REDDIT            => 'Reddit',
+        };
+    }
+
+    /**
+     * One-line description of what the theme looks like, shown under the
+     * option in the settings form.
+     */
+    public function description(): string
+    {
+        return match ($this) {
+            self::BASE              => trans('ip.panel_theme_base_description'),
+            self::INVOICEPLANE      => trans('ip.panel_theme_invoiceplane_description'),
+            self::INVOICEPLANE_BLUE => trans('ip.panel_theme_invoiceplane_blue_description'),
+            self::NORD              => trans('ip.panel_theme_nord_description'),
+            self::ORANGE            => trans('ip.panel_theme_orange_description'),
+            self::REDDIT            => trans('ip.panel_theme_reddit_description'),
+        };
+    }
+
+    /**
+     * The Vite entrypoint passed to `Panel::viteTheme()`.
+     */
+    public function viteEntrypoint(): string
+    {
+        return 'resources/css/filament/company/' . $this->value . '.css';
+    }
+}

Modules/Core/Filament/Company/Pages/CompanySettings.php

@@ -6,6 +6,7 @@
 use Filament\Actions\Action;
 use Filament\Forms\Components\ColorPicker;
 use Filament\Forms\Components\FileUpload;
+use Filament\Forms\Components\Radio;
 use Filament\Forms\Components\Select;
 use Filament\Forms\Components\Textarea;
 use Filament\Forms\Components\TextInput;
@@ -18,6 +19,7 @@
 use Filament\Schemas\Components\Section;
 use Filament\Schemas\Components\Tabs;
 use Filament\Schemas\Components\Tabs\Tab;
+use Modules\Core\Enums\PanelTheme;
 use Modules\Core\Enums\Permission;
 use Modules\Core\Models\Numbering;
 use Modules\Core\Models\Setting;
@@ -89,6 +91,12 @@ public function mount(): void
         $defaults[Setting::KEY_QUOTE_PDF_MARK_SENT] ??= '0';
         $defaults[Setting::KEY_SMTP_VERIFY_CERTS] ??= '1';
 
+        // The panel always renders *some* theme, so the field should show the
+        // one currently in effect rather than nothing at all.
+        $defaults[Setting::KEY_PANEL_THEME] = PanelTheme::fromValue(
+            $defaults[Setting::KEY_PANEL_THEME] ?? null,
+        )->value;
+
         $this->form->fill($defaults);
     }
 
@@ -97,6 +105,12 @@ public function save(): void
         $state     = $this->form->getState();
         $companyId = $this->getCompanyId();
 
+        // The stylesheet is a <link> in the document head, so a Livewire
+        // round-trip cannot swap it. Note the change here and finish with a
+        // full page load below.
+        $themeChanged = PanelTheme::fromValue(Setting::getForCompany($companyId, Setting::KEY_PANEL_THEME))
+            !== PanelTheme::fromValue($state[Setting::KEY_PANEL_THEME] ?? null);
+
         foreach ($state as $key => $value) {
             // Skip foreign keys the form doesn't really own — e.g. unknown
             // keys leaked from form state.
@@ -114,6 +128,12 @@ public function save(): void
             Setting::saveForCompany($companyId, $key, (string) $value);
         }
 
+        if ($themeChanged) {
+            $this->redirect(static::getUrl());
+
+            return;
+        }
+
         $this->dispatch('saved');
     }
 
@@ -155,6 +175,18 @@ protected function getFormSchema(): array
                                     ->helperText(trans('ip.invoice_number_prefix_help')),
                             ]),
 
+                            Section::make(trans('ip.panel_appearance'))->columns(2)->schema([
+                                Radio::make(Setting::KEY_PANEL_THEME)
+                                    ->label(trans('ip.panel_theme'))
+                                    ->options(PanelTheme::options())
+                                    ->descriptions(array_map(
+                                        fn (PanelTheme $theme): string => $theme->description(),
+                                        array_column(PanelTheme::cases(), null, 'value'),
+                                    ))
+                                    ->helperText(trans('ip.panel_theme_help'))
+                                    ->columnSpanFull(),
+                            ]),
+
                             Section::make(trans('ip.company_branding'))->columns(2)->schema([
                                 ColorPicker::make(Setting::KEY_PRIMARY_COLOR)
                                     ->label(trans('ip.primary_color')),
@@ -445,6 +477,7 @@ private function allKeys(): array
             Setting::KEY_ACCENT_COLOR,
             Setting::KEY_FONT_FAMILY,
             Setting::KEY_FONT_SIZE,
+            Setting::KEY_PANEL_THEME,
             Setting::KEY_CURRENCY_CODE,
             Setting::KEY_DASHBOARD_SHOW_REVENUE_CHART,
             Setting::KEY_CRON_FREQUENCY,

Modules/Core/Filament/Company/Pages/Dashboard.php

@@ -4,6 +4,7 @@
 
 use Filament\Pages\Page;
 use Filament\Panel;
+use Modules\Core\Filament\Company\Widgets\CompanyStatsOverviewWidget;
 use Modules\Invoices\Filament\Company\Widgets\RecentInvoicesWidget;
 use Modules\Quotes\Filament\Company\Widgets\RecentQuotesWidget;
 
@@ -14,11 +15,17 @@ public static function getSlug(?Panel $panel = null): string
         return 'dashboard';
     }
 
+    public function getHeaderWidgetsColumns(): int|array
+    {
+        return 2;
+    }
+
     public function getHeaderWidgets(): array
     {
         return [
-            RecentQuotesWidget::class,
+            CompanyStatsOverviewWidget::class,
             RecentInvoicesWidget::class,
+            RecentQuotesWidget::class,
             //RecentProjectsWidget::class,
             //RecentTasksWidget::class,
             //RecentExpensesWidget::class,

Modules/Core/Filament/Company/Widgets/CompanyStatsOverviewWidget.php

@@ -0,0 +1,85 @@
+<?php
+
+namespace Modules\Core\Filament\Company\Widgets;
+
+use Filament\Widgets\StatsOverviewWidget;
+use Filament\Widgets\StatsOverviewWidget\Stat;
+use Modules\Core\Support\NumberFormatter;
+use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
+use Modules\Invoices\Models\Invoice;
+use Modules\Quotes\Enums\QuoteStatus;
+use Modules\Quotes\Filament\Company\Resources\Quotes\QuoteResource;
+use Modules\Quotes\Models\Quote;
+
+class CompanyStatsOverviewWidget extends StatsOverviewWidget
+{
+    protected static ?int $sort = 0;
+
+    protected function getStats(): array
+    {
+        // 1. Paid revenue
+        $paidInvoicesQuery = Invoice::query()->where('invoice_status', InvoiceStatus::PAID);
+        $paidCount         = $paidInvoicesQuery->count();
+        $paidTotal         = (float) $paidInvoicesQuery->sum('invoice_total');
+
+        // 2. Pending / awaiting payment
+        $pendingQuery = Invoice::query()->whereIn('invoice_status', [
+            InvoiceStatus::SENT,
+            InvoiceStatus::VIEWED,
+            InvoiceStatus::PARTIALLY_PAID,
+        ]);
+        $pendingCount = $pendingQuery->count();
+        $pendingTotal = (float) $pendingQuery->sum('invoice_total');
+
+        // 3. Overdue invoices
+        $overdueQuery = Invoice::query()->where(function ($query) {
+            $query->where('invoice_status', InvoiceStatus::OVERDUE)
+                ->orWhere(function ($sub) {
+                    $sub->whereNotIn('invoice_status', [InvoiceStatus::PAID, InvoiceStatus::DRAFT])
+                        ->whereNotNull('invoice_due_at')
+                        ->where('invoice_due_at', '<', now()->startOfDay());
+                });
+        });
+        $overdueCount = $overdueQuery->count();
+        $overdueTotal = (float) $overdueQuery->sum('invoice_total');
+
+        // 4. Quotes pipeline
+        $quotesQuery = Quote::query()->whereIn('quote_status', [
+            QuoteStatus::DRAFT,
+            QuoteStatus::SENT,
+            QuoteStatus::VIEWED,
+        ]);
+        $quotesCount = $quotesQuery->count();
+        $quotesTotal = (float) $quotesQuery->sum('quote_total');
+
+        $invoicesUrl = InvoiceResource::getUrl('index');
+        $quotesUrl   = QuoteResource::getUrl('index');
+
+        return [
+            Stat::make(trans('ip.invoice_status_paid'), NumberFormatter::formatCurrency($paidTotal))
+                ->description(trans('ip.paid_invoices_count', ['count' => $paidCount]))
+                ->descriptionIcon('heroicon-m-check-circle')
+                ->color('success')
+                ->url($invoicesUrl),
+
+            Stat::make(trans('ip.awaiting_payment'), NumberFormatter::formatCurrency($pendingTotal))
+                ->description(trans('ip.pending_invoices_count', ['count' => $pendingCount]))
+                ->descriptionIcon('heroicon-m-clock')
+                ->color('warning')
+                ->url($invoicesUrl),
+
+            Stat::make(trans('ip.invoice_status_overdue'), NumberFormatter::formatCurrency($overdueTotal))
+                ->description(trans('ip.overdue_invoices_count', ['count' => $overdueCount]))
+                ->descriptionIcon('heroicon-m-exclamation-triangle')
+                ->color($overdueCount > 0 ? 'danger' : 'gray')
+                ->url($invoicesUrl),
+
+            Stat::make(trans('ip.quotes_pipeline'), NumberFormatter::formatCurrency($quotesTotal))
+                ->description(trans('ip.active_quotes_count', ['count' => $quotesCount]))
+                ->descriptionIcon('heroicon-m-document-text')
+                ->color('primary')
+                ->url($quotesUrl),
+        ];
+    }
+}

Modules/Core/Http/Middleware/ApplyCompanyTheme.php

@@ -0,0 +1,78 @@
+<?php
+
+namespace Modules\Core\Http\Middleware;
+
+use Closure;
+use Filament\Facades\Filament;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+use Modules\Core\Enums\PanelTheme;
+use Modules\Core\Models\Setting;
+use Symfony\Component\HttpFoundation\Response;
+
+/**
+ * Applies the current company's `panel_theme` setting to the panel for this
+ * request.
+ *
+ * `Panel::viteTheme()` is normally called once in the panel provider, at
+ * service-provider boot, long before there is a tenant to read a setting
+ * from. It can be re-pointed later because the panel only resolves the
+ * stylesheet at render time -- `filament()->getTheme()` is evaluated inside
+ * the layout's `<head>` (see `filament::components.layout.base`). So mutating
+ * the panel from middleware is enough, provided the middleware runs before
+ * the response is rendered.
+ *
+ * It is registered in the company panel's `tenantMiddleware`, which Filament
+ * always prefixes with its own `IdentifyTenant`, so the tenant is resolved by
+ * the time this runs.
+ *
+ * The theme is set unconditionally, including when the company has not chosen
+ * one: the panel object is a singleton, so under a persistent worker (Octane)
+ * an early return would leave the previous request's company theme in place
+ * for the next one.
+ */
+class ApplyCompanyTheme
+{
+    public function handle(Request $request, Closure $next): Response
+    {
+        $panel = Filament::getCurrentPanel();
+
+        if ($panel === null) {
+            return $next($request);
+        }
+
+        $companyId = $this->resolveCompanyId();
+
+        $theme = $companyId === null
+            ? PanelTheme::default()
+            : PanelTheme::fromValue(Setting::getForCompany($companyId, Setting::KEY_PANEL_THEME));
+
+        $panel->viteTheme($theme->viteEntrypoint());
+
+        return $next($request);
+    }
+
+    /**
+     * Tenant first, then the session, then the user's first company -- the
+     * same order the tenant middleware chain resolves in, so a request that
+     * arrives before the tenant is on the route still themes correctly.
+     */
+    private function resolveCompanyId(): ?int
+    {
+        $tenant = Filament::getTenant();
+
+        if ($tenant !== null) {
+            return (int) $tenant->getKey();
+        }
+
+        $sessionId = session('current_company_id');
+
+        if ($sessionId !== null) {
+            return (int) $sessionId;
+        }
+
+        $company = Auth::user()?->companies()->first();
+
+        return $company === null ? null : (int) $company->getKey();
+    }
+}