README

Filament ERP Accounting

Filament v5 panel resources for the Laravel ERP accounting module — chart of accounts, journal/payment entries, invoices and the general ledger.

This package is the UI layer for the jeffersongoncalves/laravel-erp-accounting domain package (namespace JeffersonGoncalves\Erp\Accounting\). It wires the accounting models into Filament resources, with Submit/Cancel actions that drive the document lifecycle and post to the general ledger.

Features

Master resources — Chart of accounts, cost centers, payment terms, modes of payment, tax templates, banks and bank accounts
Transaction resources — Journal entries, payment entries, sales invoices, purchase invoices and budgets, each with relation managers
Submit & Cancel actions — Drive the domain document lifecycle (submit() / cancel()); any DomainException (such as an unbalanced journal entry) is surfaced as a danger notification
General ledger — Read-only GlEntryResource viewer
Dashboard widgets — Receivables, payables and cash/bank balance

Compatibility

Package	PHP	Filament	Laravel
`^3.0`	`^8.2`	`^5.0`	`^11.0 \| ^12.0 \| ^13.0`

Installation

Install the package via Composer:

composer require jeffersongoncalves/filament-erp-accounting

use JeffersonGoncalves\FilamentErp\Accounting\FilamentErpAccountingPlugin;

$panel->plugin(
    FilamentErpAccountingPlugin::make()
        ->navigationGroup('ERP — Accounting'),
);

Resources

Resource	Purpose
`AccountResource`	Chart of accounts (root/account type, tree via parent account)
`CostCenterResource`	Cost centers
`PaymentTermResource`	Payment terms
`ModeOfPaymentResource`	Modes of payment
`TaxTemplateResource`	Tax templates (+ Taxes relation manager)
`BankResource`	Banks
`BankAccountResource`	Bank accounts
`BudgetResource`	Budgets (+ Budget Accounts relation manager)
`JournalEntryResource`	Journal entries (+ Accounts RM, Submit/Cancel)
`PaymentEntryResource`	Payment entries (Submit/Cancel)
`SalesInvoiceResource`	Sales invoices (+ Items & Taxes RMs, Submit/Cancel)
`PurchaseInvoiceResource`	Purchase invoices (+ Items & Taxes RMs, Submit/Cancel)
`GlEntryResource`	Read-only general ledger viewer

Transaction resources expose Submit and Cancel record actions that drive the domain document lifecycle ($record->submit() / $record->cancel()); any DomainException (such as an unbalanced journal entry) is surfaced as a danger notification.

Widgets

Widget	Purpose
`ReceivablesWidget`	Outstanding receivables
`PayablesWidget`	Outstanding payables
`CashBankBalanceWidget`	Aggregated cash and bank balance

Configuration

Publish the config to swap resource classes, change the navigation group, or adjust widgets:

php artisan vendor:publish --tag="filament-erp-accounting-config"

Changelog

Please see CHANGELOG for what has changed recently.

Contributing

Please see CONTRIBUTING for details.

Security Vulnerabilities

Please review our security policy on how to report security vulnerabilities.

Credits

License

The MIT License (MIT). Please see License File for more information.

jeffersongoncalves / filament-erp-accounting

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