Implement double entry accounting for filament 3 transaction resource`liberu-accounting/accounting-laravel#48`

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Createapp/Rules/DoubleEntryValidator.php45a2fac

1<?php
2
3namespace App\Rules;
4
5use Illuminate\Contracts\Validation\Rule;
6use Illuminate\Support\Facades\DB;
7use App\Models\Transaction;
8
9class DoubleEntryValidator implements Rule
10{
11    public function passes($attribute, $value)
12    {
13        $debitSum = request()->input('debit_account_id') ? Transaction::where('debit_account_id', request()->input('debit_account_id'))->sum('amount') : 0;
14        $creditSum = request()->input('credit_account_id') ? Transaction::where('credit_account_id', request()->input('credit_account_id'))->sum('amount') : 0;
15
16        // Adding current transaction amount to the respective sum based on the attribute being validated
17        if ($attribute === 'debit_account_id') {
18            $debitSum += $value;
19        } else if ($attribute === 'credit_account_id') {
20            $creditSum += $value;
21        }
22
23        return $debitSum == $creditSum;
24    }
25
26    public function message()
27    {
28        return 'The transaction does not adhere to double-entry accounting principles.';
29    }
30}
31

Create a new file DoubleEntryValidator.php in the app/Rules directory.
This file will contain a custom validation rule that ensures the sum of debit transactions equals the sum of credit transactions for each entry.
The validator will use Laravel's built-in validation rule structure and will be applied in the TransactionResource form submission.
Import necessary models and validation classes from Laravel at the top of the file.
Implement the passes and message methods as required by Laravel's custom validation rules.

Example structure:

<?php

namespace App\Rules;

use Illuminate\Contracts\Validation\Rule;

class DoubleEntryValidator implements Rule
{
    public function passes($attribute, $value)
    {
        // Logic to check if the transaction adheres to double-entry principles
    }

    public function message()
    {
        return 'The transaction does not adhere to double-entry accounting principles.';
    }
}

Run GitHub Actions forapp/Rules/DoubleEntryValidator.php

Ran GitHub Actions for 45a2fac77e863a608b1a0f03cf60953f274a81a2:

Modifyapp/Filament/Admin/Resources/TransactionResource.php

Changed `app/Filament/Admin/Resources/TransactionResource.php` in `b70528d`

Import the DoubleEntryValidator at the top of the file.
In the form method, add the DoubleEntryValidator to the validation rules for the amount field. This ensures that every transaction adheres to double-entry accounting principles before being saved.
Update the comments to reflect the inclusion of double-entry validation.

Example modification:

use App\Rules\DoubleEntryValidator;

...

TextInput::make('amount')
    ->numeric()
    ->label('Amount')
    ->rules(['required', new DoubleEntryValidator()]),

Run GitHub Actions forapp/Filament/Admin/Resources/TransactionResource.php

Ran GitHub Actions for b70528d6c7d0ea475088ea7874fd41d090e44fc3:

Modifyapp/Models/Transaction.php

Changed `app/Models/Transaction.php` in `0eba22a`

In the Transaction model, ensure that the relationships with debit and credit accounts are correctly defined to support double-entry accounting.
Add any necessary methods or attributes that might be needed to support the validation logic in DoubleEntryValidator. For example, methods to calculate the total debit and credit amounts for a transaction.
Ensure the $fillable property includes all fields necessary for double-entry accounting.

Example modification:

protected $fillable = [
    'transaction_date',
    'transaction_description',
    'amount',
    'debit_account_id',
    'credit_account_id',
    // Add any other necessary fields
];

Run GitHub Actions forapp/Models/Transaction.php

Ran GitHub Actions for 0eba22aeef23190fde6634137c04c2297b03d3ba:

Plan

This is based on the results of the Planning step. The plan may expand from failed GitHub Actions runs.

Createapp/Rules/DoubleEntryValidator.php45a2fac

1<?php
2
3namespace App\Rules;
4
5use Illuminate\Contracts\Validation\Rule;
6use Illuminate\Support\Facades\DB;
7use App\Models\Transaction;
8
9class DoubleEntryValidator implements Rule
10{
11    public function passes($attribute, $value)
12    {
13        $debitSum = request()->input('debit_account_id') ? Transaction::where('debit_account_id', request()->input('debit_account_id'))->sum('amount') : 0;
14        $creditSum = request()->input('credit_account_id') ? Transaction::where('credit_account_id', request()->input('credit_account_id'))->sum('amount') : 0;
15
16        // Adding current transaction amount to the respective sum based on the attribute being validated
17        if ($attribute === 'debit_account_id') {
18            $debitSum += $value;
19        } else if ($attribute === 'credit_account_id') {
20            $creditSum += $value;
21        }
22
23        return $debitSum == $creditSum;
24    }
25
26    public function message()
27    {
28        return 'The transaction does not adhere to double-entry accounting principles.';
29    }
30}
31

Run GitHub Actions forapp/Rules/DoubleEntryValidator.php

Modifyapp/Filament/Admin/Resources/TransactionResource.php

Run GitHub Actions forapp/Filament/Admin/Resources/TransactionResource.php

Modifyapp/Models/Transaction.php

Run GitHub Actions forapp/Models/Transaction.php

Code Snippets Found

This is based on the results of the Searching step.

app/Filament/Admin/Resources/TransactionResource.php:20-97

20
21class TransactionResource extends Resource
22{
23    protected static ?string $model = Transaction::class;
24
25    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
26
27    public static function form(Form $form): Form
28    {
29        return $form
30            ->schema([
31                DatePicker::make('transaction_date')
32                    ->label('Date'),
33                Textarea::make('transaction_description')
34                    ->label('Description'),
35                TextInput::make('amount')
36                    ->numeric()
37                    ->label('Amount'),
38                BelongsToSelect::make('debit_account_id')
39                    ->relationship('debitAccount', 'name')
40                    ->label('Debit Account'),
41                BelongsToSelect::make('credit_account_id')
42                    ->relationship('creditAccount', 'name')
43                    ->label('Credit Account'),
44            ]);
45    }
46
47    public static function table(Table $table): Table
48    {
49        return $table
50            ->columns([
51                TextColumn::make('transaction_date')
52                    ->label('Date')
53                    ->searchable()
54                    ->sortable(),
55                TextColumn::make('transaction_description')
56                    ->label('Description')
57                    ->searchable()
58                    ->sortable(),
59                TextColumn::make('amount')->label('Amount')
60                    ->searchable()
61                    ->sortable(),
62                TextColumn::make('debit_account_id')
63                    ->label('Debit Account')
64                    ->searchable()
65                    ->sortable(),
66                TextColumn::make('credit_account_id')
67                    ->label('Credit Account')
68                    ->searchable()
69                    ->sortable(),
70            ])
71            ->filters([
72                //
73            ])
74            ->actions([
75                Tables\Actions\EditAction::make(),
76            ])
77            ->bulkActions([
78                Tables\Actions\BulkActionGroup::make([
79                    Tables\Actions\DeleteBulkAction::make(),
80                ]),
81            ]);
82    }
83
84    public static function getRelations(): array
85    {
86        return [
87            //
88        ];
89    }
90
91    public static function getPages(): array
92    {
93        return [
94            'index' => Pages\ListTransactions::route('/'),
95            'create' => Pages\CreateTransaction::route('/create'),
96            'edit' => Pages\EditTransaction::route('/{record}/edit'),
97        ];

app/Models/Transaction.php:0-35

1<?php
2
3namespace App\Models;
4
5use Illuminate\Database\Eloquent\Factories\HasFactory;
6use Illuminate\Database\Eloquent\Model;
7
8class Transaction extends Model
9{
10    use HasFactory;
11
12    protected $primaryKey = 'transaction_id';
13    
14    protected $fillable = [
15        'transaction_date',
16        'transaction_description',
17        'amount',
18        'debit_account_id',
19        'credit_account_id',
20    ];
21
22    public function debitAccount()
23    {
24        return $this->belongsTo(Account::class, 'debit_account_id');
25    }
26
27    public function creditAccount()
28    {
29        return $this->belongsTo(Account::class, 'credit_account_id');
30    }
31
32    public function categories()
33    {
34        return $this->belongsToMany(Category::class);
35    }

17	'amount',	17	'amount',
18	'debit_account_id',	18	'debit_account_id',
19	'credit_account_id',	19	'credit_account_id',
		20	// Add any other necessary fields for double-entry accounting here
20	];	21	];
21		22
22	public function debitAccount()	23	public function debitAccount()

Implement double entry accounting for filament 3 transaction resourceliberu-accounting/accounting-laravel#48Sign in