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artflow-studio/accountflow
==========================

A reusable dynamic accounts module for Laravel.

0.2.7(2mo ago)083PHP

Since Nov 7Pushed 2mo ago1 watchersCompare

[ Source](https://github.com/rahee554/AccountFlow)[ Packagist](https://packagist.org/packages/artflow-studio/accountflow)[ RSS](/packages/artflow-studio-accountflow/feed)WikiDiscussions main Synced today

READMEChangelogDependencies (8)Versions (11)Used By (0)

AccountFlow — Laravel Accounting Package
========================================

[](#accountflow--laravel-accounting-package)

A full-featured accounting module for Laravel. Drop it in as a package and get accounts, transactions, budgets, reports, assets, loans, equity, and more — all behind a feature-flag system you control.

---

Table of Contents
-----------------

[](#table-of-contents)

1. [Features](#features)
2. [Installation](#installation)
3. [Quick Start](#quick-start)
4. [Facades](#facades)
5. [Services](#services)
6. [Feature Management](#feature-management)
7. [Blade Directives](#blade-directives)
8. [Middleware](#middleware)
9. [Named Routes](#named-routes)
10. [Embed API](#embed-api)
11. [Configuration](#configuration)
12. [Database Tables](#database-tables)
13. [Artisan Commands](#artisan-commands)
14. [Changelog](#changelog)

---

Features
--------

[](#features)

**Core Accounting**

- Multi-account management with real-time balance tracking
- Transactions (income / expense) with auto-balance updates
- Account-to-account transfers
- Hierarchical categories (income & expense)
- Payment methods linked to accounts

**Advanced Modules** (each independently enable/disable-able)

- Financial Reports — P&L, Trial Balance, Cashbook, Balance Sheet
- Budgets with variance analysis and threshold alerts
- Assets management with transaction history
- Loans management with partners
- Equity partners and distributions
- Planned / recurring payments
- Transaction templates
- User wallets
- Audit trail

---

Installation
------------

[](#installation)

### Local Development (path symlink)

[](#local-development-path-symlink)

```
{
    "repositories": [
        { "type": "path", "url": "../accountflow", "options": { "symlink": true } }
    ],
    "require": {
        "artflow-studio/accountflow": "*"
    }
}
```

```
composer update artflow-studio/accountflow
```

### Production (Packagist / VCS)

[](#production-packagist--vcs)

```
composer require artflow-studio/accountflow
```

### After Installing (both options)

[](#after-installing-both-options)

```
php artisan migrate
php artisan accountflow:seed
php artisan vendor:publish --tag=accountflow-config   # optional
php artisan accountflow:status                         # verify everything is working
```

---

Quick Start
-----------

[](#quick-start)

```
use ArtflowStudio\AccountFlow\Facades\Accountflow;

// Record a sale
$transaction = Accountflow::transactions()->createIncome([
    'amount'      => 2500.00,
    'description' => 'Invoice #1042',
    'category_id' => Accountflow::settings()->defaultSalesCategoryId(),
    'account_id'  => 1,
]);

// Record an expense
$expense = Accountflow::transactions()->createExpense([
    'amount'         => 350.00,
    'description'    => 'AWS hosting',
    'payment_method' => 2,     // account_id auto-resolved from this payment method
]);

// Get account balance
$balance = Accountflow::accounts()->getBalance(accountId: 1);

// Get P&L for the current month
$pl = Accountflow::reports()->profitAndLoss(
    startDate: now()->startOfMonth()->toDateString(),
    endDate:   now()->endOfMonth()->toDateString()
);
```

---

Facades
-------

[](#facades)

The package registers **two facade aliases** that both resolve to `AccountFlowManager`:

```
// Primary — verbose and self-documenting
use ArtflowStudio\AccountFlow\Facades\Accountflow;
Accountflow::transactions()->createIncome([...]);

// Short alias — convenient for dense code
use ArtflowStudio\AccountFlow\Facades\AC;
AC::transactions()->createIncome([...]);
```

Both are bound to the container key `accountflow`.

---

Services
--------

[](#services)

### TransactionService

[](#transactionservice)

All `TransactionService` methods are static. Call them through the facade:

```
Accountflow::transactions()->create(array $data): Transaction
Accountflow::transactions()->createIncome(array $data): Transaction
Accountflow::transactions()->createExpense(array $data): Transaction
Accountflow::transactions()->createBatch(array $transactions): Collection
Accountflow::transactions()->update(Transaction $tx, array $data): Transaction
```

**`create()` — field reference**

FieldRequiredNotes`amount`YesFloat, must be > 0`type`Yes`1` = income, `2` = expense (or `'income'` / `'expense'`)`payment_method`—If set, `account_id` is auto-resolved from it`account_id`—Defaults via payment method or the Settings default`category_id`—Defaults to type-based default category from Settings`date`—Any Carbon-parseable string. Defaults to `now()``description`—Free text`reference`—External reference (invoice number etc.)`user_id`—Defaults to `auth()->id()`> **Balance is managed automatically.** `TransactionService` calls `AccountService::addToBalance()` / `subtractFromBalance()` after every create and reverses it on update. Never update `account->balance` manually.

**Examples**

```
// Full options
$tx = Accountflow::transactions()->create([
    'amount'         => 1500.00,
    'type'           => 1,
    'payment_method' => 3,
    'category_id'    => 5,
    'date'           => '2026-04-09',
    'description'    => 'April consulting',
    'reference'      => 'INV-2026-042',
]);

// Convenience methods (type is set automatically)
$income  = Accountflow::transactions()->createIncome(['amount' => 5000, 'description' => 'Sale']);
$expense = Accountflow::transactions()->createExpense(['amount' => 200, 'description' => 'Supplies']);

// Batch (single DB transaction — all or nothing)
$batch = Accountflow::transactions()->createBatch([
    ['amount' => 1000, 'type' => 1, 'description' => 'Sale A'],
    ['amount' =>  200, 'type' => 2, 'description' => 'Rent'],
]);

// Update — balance reversal + reapplication is automatic
$updated = Accountflow::transactions()->update($tx, ['amount' => 1800]);

// Short alias
use ArtflowStudio\AccountFlow\Facades\AC;
$tx = AC::transactions()->createExpense(['amount' => 75, 'description' => 'Coffee']);
```

---

### AccountService

[](#accountservice)

```
Accountflow::accounts()->create([
    'name'            => 'Main Account',
    'opening_balance' => 10000.00,
    'active'          => true,
]): Account

Accountflow::accounts()->update($account, ['name' => 'Petty Cash']): Account

// Read current stored balance
Accountflow::accounts()->getBalance(int $accountId): float

// Recompute balance from all transactions
Accountflow::accounts()->recalculateBalance(int $accountId): float

// Query account transactions
Accountflow::accounts()->getTransactions(
    accountId: 1,
    startDate: '2026-01-01',
    endDate:   '2026-12-31',
    limit:     50
): Collection
```

---

### ReportService

[](#reportservice)

```
// Income + expense totals with category breakdown
Accountflow::reports()->incomeExpenseReport(
    startDate: '2026-01-01',
    endDate:   '2026-12-31',
    accountId: null             // null = all accounts
): array

// P&L
Accountflow::reports()->profitAndLoss('2026-01-01', '2026-12-31'): array
// Returns: revenue, expenses, profit, profit_margin, revenue_breakdown, expense_breakdown

// Monthly cash flow
Accountflow::reports()->cashFlowReport('2026-01-01', '2026-12-31'): array
// Returns: by_month[{month, inflows, outflows, net_cash_flow}], total_inflows, total_outflows

// Per-account balance snapshot
Accountflow::reports()->balanceReport(): array
// Returns: accounts[{account_id, account_name, balance, opening_balance}], total_balance

// Grouped by payment method
Accountflow::reports()->byPaymentMethod('2026-01-01', '2026-12-31'): array
```

---

### SettingsService

[](#settingsservice)

```
Accountflow::settings()->get(string $key, mixed $default = null): mixed
Accountflow::settings()->set(string $key, mixed $value, int $type = 1): Setting
Accountflow::settings()->getAll(): array

// Convenience
Accountflow::settings()->defaultPaymentMethodId(): int
Accountflow::settings()->defaultSalesCategoryId(): int
Accountflow::settings()->defaultExpenseCategoryId(): int
```

---

### FeatureService

[](#featureservice)

```
Accountflow::features()->isEnabled(string $feature): bool
Accountflow::features()->isDisabled(string $feature): bool
Accountflow::features()->enable(string $feature): bool
Accountflow::features()->disable(string $feature): bool
Accountflow::features()->getAllFeatures(): array

// Example
if (Accountflow::features()->isEnabled('audit')) {
    Accountflow::audit()->log('invoice_paid', 'Transaction', $tx->id, null, $tx->toArray());
}
```

---

### CategoryService

[](#categoryservice)

```
Accountflow::categories()->create([
    'name'      => 'Product Sales',
    'type'      => 1,           // 1 = income, 2 = expense
    'parent_id' => null,
]): Category

Accountflow::categories()->update($category, ['name' => 'Services']): Category
Accountflow::categories()->getByType(int $type): Collection
```

---

### PaymentMethodService

[](#paymentmethodservice)

```
Accountflow::paymentMethods()->create([
    'name'       => 'Stripe',
    'account_id' => 1,
    'status'     => 1,
]): PaymentMethod

Accountflow::paymentMethods()->update($method, ['name' => 'Stripe Gateway']): PaymentMethod
Accountflow::paymentMethods()->getActive(): Collection
```

---

### BudgetService

[](#budgetservice)

```
Accountflow::budgets()->create([
    'account_id'      => 1,
    'category_id'     => 5,
    'amount'          => 5000.00,
    'period'          => 'monthly',  // daily | weekly | monthly | yearly
    'alert_threshold' => 80,         // alert at 80%
    'start_date'      => '2026-01-01',
    'end_date'        => '2026-12-31',
]): Budget

Accountflow::budgets()->update($budget, ['amount' => 6000]): Budget
```

---

### AuditService

[](#auditservice)

Auto-checks the `audit_trail` feature flag — nothing is written when audit is disabled.

```
Accountflow::audit()->log(
    action:    'transaction_created',
    modelType: 'Transaction',
    modelId:   $transaction->id,
    before:    null,
    after:     $transaction->toArray()
): ?AuditTrail

Accountflow::audit()->getRecent(int $limit = 50): Collection
```

---

Feature Management
------------------

[](#feature-management)

### Via Artisan

[](#via-artisan)

```
php artisan accountflow:feature audit enable
php artisan accountflow:feature budgets disable
```

### Via Code

[](#via-code)

```
Accountflow::features()->enable('audit');
Accountflow::features()->disable('budgets');
```

### Feature Keys

[](#feature-keys)

Short keyDescription`audit`Audit trail`budgets`Budgets module`planned_payments`Planned / recurring payments`assets`Assets management`loans`Loans management`wallets`User wallets`equity`Equity partners`cashbook`Cashbook report`multi_accounts`Multiple account support`templates`Transaction templates`payment_methods`Payment methods management`categories`Custom categories`transfers`Account transfers`profit_loss`P&L report`trial_balance`Trial balance report---

Blade Directives
----------------

[](#blade-directives)

```
@featureEnabled('audit')
    Audit Trail
@endFeatureEnabled

@featureDisabled('budgets')
    Budgets module is disabled.
@endFeatureDisabled

@accountflowFeature('loans')
    Loans
@endaccountflowFeature
```

---

Middleware
----------

[](#middleware)

```
// Single route
Route::get('/budgets', BudgetsList::class)
    ->middleware('accountflow.feature:budgets');

// Group
Route::middleware(['auth', 'accountflow.feature:equity'])->group(function () {
    Route::get('/equity/partners', EquityPartnersList::class);
});

// Admin only
Route::get('/settings', AccountsSettings::class)
    ->middleware('accountflow.admin');
```

---

Named Routes
------------

[](#named-routes)

All routes are prefixed with `accountflow::`. URL prefix defaults to `accounts` (configurable).

```
route('accountflow::dashboard')
route('accountflow::settings')
route('accountflow::accounts')
route('accountflow::accounts.create')
route('accountflow::transactions')
route('accountflow::transaction.create')
route('accountflow::transactions.edit', ['id' => $id])
route('accountflow::transfers.list')
route('accountflow::transfers.create')
route('accountflow::categories')
route('accountflow::categories.create')
route('accountflow::payment-methods')
route('accountflow::payment-methods.create')
route('accountflow::planned-payments')
route('accountflow::planned-payments.create')
route('accountflow::planned-payments.edit', ['id' => $id])
route('accountflow::budgets')
route('accountflow::budgets.create')
route('accountflow::assets')
route('accountflow::assets.create')
route('accountflow::assets.transactions')
route('accountflow::loans')
route('accountflow::loans.create')
route('accountflow::loans.partners')
route('accountflow::equity.partners')
route('accountflow::equity.transactions')
route('accountflow::users.wallets')
route('accountflow::audittrail')
route('accountflow::report')
route('accountflow::report.profitLoss')
route('accountflow::report.trial-balance')
route('accountflow::report.cashbook')
route('accountflow::report.balance-sheet')
route('accountflow::transactions.templates')
```

---

Embed API
---------

[](#embed-api)

Render any AccountFlow list table in standalone mode (no nav, no layout wrapper).

### Blade directive

[](#blade-directive)

```
@accountflow(['table' => 'transactions'])
@accountflow(['table' => 'accounts'])
@accountflow(['table' => 'budgets'])
@accountflow(['table' => 'assets'])
@accountflow(['table' => 'loans'])
@accountflow(['table' => 'equity-partners'])
@accountflow(['table' => 'transfers'])
@accountflow(['table' => 'categories'])
@accountflow(['table' => 'payment-methods'])
@accountflow(['table' => 'planned-payments'])
@accountflow(['table' => 'wallets'])
@accountflow(['table' => 'audit-trail'])
```

### Livewire inline with standalone mode

[](#livewire-inline-with-standalone-mode)

```
@livewire('account-flow.transactions.transactions', ['standalone' => true])
@livewire('account-flow.accounts.accounts-list', ['standalone' => true])
```

---

Configuration
-------------

[](#configuration)

```
php artisan vendor:publish --tag=accountflow-config
```

```
// config/accountflow.php
return [
    'route_prefix' => 'accounts',
    'middlewares'  => ['web', 'auth'],
    'currency'     => 'USD',

    'currencies' => [
        'PKR' => 'PKR — Pakistani Rupee',
        'USD' => 'USD — US Dollar',
        'EUR' => 'EUR — Euro',
        'GBP' => 'GBP — British Pound',
        'AED' => 'AED — UAE Dirham',
        'SAR' => 'SAR — Saudi Riyal',
        'INR' => 'INR — Indian Rupee',
        'BDT' => 'BDT — Bangladeshi Taka',
    ],

    'currency_symbols' => [
        'PKR' => 'Rs. ',
        'USD' => '$',
        'EUR' => '€',
        'GBP' => '£',
        'AED' => 'AED ',
        'SAR' => 'SAR ',
        'INR' => '₹',
        'BDT' => '৳',
    ],
];
```

---

Database Tables
---------------

[](#database-tables)

TablePurpose`ac_accounts`Accounts with running balance`ac_transactions`Income & expense records`ac_transfers`Account-to-account transfers`ac_categories`Hierarchical categories`ac_payment_methods`Payment methods`ac_budgets`Budget definitions`ac_planned_payments`Recurring/scheduled payments`ac_assets`Business assets`ac_asset_transactions`Asset transactions`ac_loans`Loan records`ac_loan_transactions`Loan repayment records`ac_loan_users`Loan partners`ac_equity_partners`Equity partners`ac_equity_transactions`Equity transactions`ac_purchases`Purchase records`ac_purchase_transactions`Purchase line items`ac_user_wallets`Per-user wallets`ac_audit_trail`Change history`ac_settings`Feature flags & config`ac_transaction_templates`Saved templates---

Artisan Commands
----------------

[](#artisan-commands)

```
# Setup
php artisan accountflow:install
php artisan accountflow:link
php artisan accountflow:seed

# Feature flags
php artisan accountflow:feature {name} {enable|disable}

# Status
php artisan accountflow:status

# AI Agent skill — copies SKILL.md to .github/skills/accountflow-development/
php artisan accountflow:skill-install

# Diagnostics
php artisan accountflow:test-complete
php artisan accountflow:test-facade
php artisan accountflow:analyze-livewire
```

---

What's Included
---------------

[](#whats-included)

- Dynamic per-tenant currency via Settings page with `currency_symbols` config
- KPI dashboard with period-over-period comparisons
- All list components support `$standalone = true` for embed mode (see [Embed API](#embed-api))
- 9 services behind a unified `AccountFlowManager` façade
- 15 independently toggleable feature flags
- `@featureEnabled` / `@featureDisabled` Blade directives
- `accountflow.feature` and `accountflow.admin` middleware
- SPL autoloader — no symlinks or junctions required in production
- `accountflow:skill-install` command for AI agent context

---

**License:** MIT — artflow-studio

###  Health Score

34

—

LowBetter than 75% of packages

Maintenance84

Actively maintained with recent releases

Popularity9

Limited adoption so far

Community7

Small or concentrated contributor base

Maturity32

Early-stage or recently created project

 Bus Factor1

Top contributor holds 100% of commits — single point of failure

How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window.

**Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores.

**Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement.

**Maturity (30%)** — Project age, version count, PHP version support, and release stability.

###  Release Activity

Cadence

Every ~17 days

Recently: every ~36 days

Total

10

Last Release

83d ago

### Community

Maintainers

![](https://avatars.githubusercontent.com/u/76494683?v=4)[Raheel Ahmad](/maintainers/rahee554)[@rahee554](https://github.com/rahee554)

---

Top Contributors

[![rahee554](https://avatars.githubusercontent.com/u/76494683?v=4)](https://github.com/rahee554 "rahee554 (12 commits)")

### Embed Badge

![Health badge](/badges/artflow-studio-accountflow/health.svg)

```
[![Health](https://phpackages.com/badges/artflow-studio-accountflow/health.svg)](https://phpackages.com/packages/artflow-studio-accountflow)
```

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