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Enhance Chart of Accounts with Hierarchical Structure and Industry Templates #366

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@sweep-ai sweep-ai bot commented Dec 24, 2024

This pull request was created by Sweep to resolve the following request by @curtisdelicata:

Description: Allow users to create and customize their chart of accounts.
Tasks:

Implement a hierarchical structure for accounts
Create an interface for adding, editing, and organizing accounts
Develop templates for common business types Acceptance Criteria:
Users can create a multi-level chart of accounts
Predefined templates are available for different industries
Changes to the chart of accounts are reflected in all relevant reports

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:

  1. Account Hierarchy: Accounts can now have parent-child relationships, allowing for nested account structures that better represent complex financial hierarchies.

  2. 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.

  3. Filament Resource Improvements:

    • Enhanced form and table views for accounts
    • Added dynamic account type selection
    • Implemented parent account selection
    • Improved table filtering and sorting
    • Added indentation for hierarchical account display
  4. Database Schema Updates:

    • Added parent_id to accounts table for hierarchical relationships
    • Created account_templates table to store industry-specific account structures
    • Added industry_type to support template-based account creation

Summary

  • Added new AccountTemplate model and migration
  • Updated Account model with parent-child relationships
  • Enhanced ChartOfAccountsResource with improved form and table interactions
  • Created AccountTemplateSeeder with predefined industry templates
  • Modified database migration for accounts table to support hierarchical structure
  • Introduced industry-specific account template selection

@curtisdelicata curtisdelicata merged commit eadbc0d into main Dec 24, 2024
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