Enhance Chart of Accounts with Hierarchical Structure and Industry Templates #366
+186
−18
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
This pull request was created by Sweep to resolve the following request by @curtisdelicata:
Continue chatting at https://sweep-chat-demo.vercel.app/c/62a212e6-f638-4dbf-b191-18c333876a37.
Purpose
Improve the accounting system's flexibility by introducing hierarchical account structures and industry-specific account templates, enabling more sophisticated financial organization and reporting.
Description
This pull request introduces a comprehensive enhancement to the chart of accounts functionality:
Account Hierarchy: Accounts can now have parent-child relationships, allowing for nested account structures that better represent complex financial hierarchies.
Industry Templates: Added a new
AccountTemplate
model and seeder that provides pre-defined account structures for different industry types (Retail, Service, Manufacturing), making it easier for businesses to set up their initial chart of accounts.Filament Resource Improvements:
Database Schema Updates:
parent_id
to accounts table for hierarchical relationshipsaccount_templates
table to store industry-specific account structuresindustry_type
to support template-based account creationSummary
AccountTemplate
model and migrationAccount
model with parent-child relationshipsChartOfAccountsResource
with improved form and table interactionsAccountTemplateSeeder
with predefined industry templatesaccounts
table to support hierarchical structure