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https://github.com/andrewdwallo/erpsaas
A Laravel and Filament-powered accounting platform, crafting a modern and automated solution for financial management.
https://github.com/andrewdwallo/erpsaas
accounting crm erp filament finance fintech invoicing laravel livewire plaid saas
Last synced: about 17 hours ago
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A Laravel and Filament-powered accounting platform, crafting a modern and automated solution for financial management.
- Host: GitHub
- URL: https://github.com/andrewdwallo/erpsaas
- Owner: andrewdwallo
- License: mit
- Created: 2022-09-21T14:18:43.000Z (about 2 years ago)
- Default Branch: 3.x
- Last Pushed: 2024-12-06T03:51:12.000Z (8 days ago)
- Last Synced: 2024-12-06T08:32:38.345Z (8 days ago)
- Topics: accounting, crm, erp, filament, finance, fintech, invoicing, laravel, livewire, plaid, saas
- Language: PHP
- Homepage:
- Size: 12.3 MB
- Stars: 869
- Watchers: 31
- Forks: 242
- Open Issues: 3
-
Metadata Files:
- Readme: README.md
- Funding: .github/FUNDING.yml
- License: LICENSE
Awesome Lists containing this project
- awesome-laravel-filament - Erpsaas - Finance Tool
- awesome-laravel-filament - Erpsaas - Finance Tool
README
# ERPSAAS
This repo is currently a work in progress — PRs and issues welcome!
# Getting started
## Installation
Please check the official laravel installation guide for server requirements before you
start. [Official Documentation](https://laravel.com/docs/10.x)
Clone the repository
git clone https://github.com/andrewdwallo/erpsaas.git
Switch to the repo folder
cd erpsaas
Install all the dependencies using composer and npm
composer install
npm install
Copy the example env file and make the required configuration changes in the .env file
cp .env.example .env
Generate a new application key
php artisan key:generate
Run the database migrations (**Set the database connection in .env before migrating**)
php artisan migrate
Build your assets & start the local development server
php artisan filament:assets
npm run build
npm run dev
**Command list**
git clone https://github.com/andrewdwallo/erpsaas.git
cd erpsaas
composer install
npm install
cp .env.example .env
php artisan key:generate
php artisan migrate
npm run build
npm run dev
## Database seeding
**You may populate the database to help you get started quickly**
Open the DatabaseSeeder and set the property values as per your requirement
database/seeders/DatabaseSeeder.php
Default login information:
email: [email protected]
password: password
Run the database seeder
php artisan db:seed
***Note***: It's recommended to have a clean database before seeding. You can reset your database to a clean state at
any point by running the following command:
php artisan migrate:fresh
## Generating PDFs for Reports
To generate PDFs for reports, the application uses Laravel Snappy. The Laravel Snappy package is already included in the
application, but you need to install Wkhtmltopdf separately.
### Wkhtmltopdf Installation
1. **Download and install Wkhtmltopdf**
- [Wkhtmltopdf Downloads](https://wkhtmltopdf.org/downloads.html)
- Alternatively, if you are using Homebrew on macOS, you can install it using the following command:
```bash
brew install wkhtmltopdf
```
2. **Configure the binary paths**
- If needed, you can change the paths to the Wkhtmltopdf binaries in the Snappy configuration file (
`config/snappy.php`).
For detailed installation instructions, refer to
the [Laravel Snappy documentation](https://github.com/barryvdh/laravel-snappy).
## Live Currency
### Overview
This application offers support for real-time currency exchange rates. This feature is disabled by default. To enable
it, you must first register for an API key at [ExchangeRate-API](https://www.exchangerate-api.com/). The application
uses this service due to its generous provision of up to 1,500 free API calls per month, which should be enough for
development and testing purposes.
**Disclaimer**: There is no affiliation between this application and ExchangeRate-API.
Once you have your API key, you can enable the feature by setting the `CURRENCY_API_KEY` environment variable in your
`.env` file.
### Initial Setup
After setting your API key in the `.env` file, it is essential to prepare your database to store the currency data.
Start by running a fresh database migration:
```bash
php artisan migrate:fresh
```
This ensures that your database is in the correct state to store the currency information. Afterward, use the following
command to generate and populate the Currency List with supported currencies for the Live Currency page:
```bash
php artisan currency:init
```
This command fetches and stores the list of currencies supported by your configured exchange rate service.
### Configuration
Of course, you may use any service you wish to retrieve currency exchange rates. If you decide to use a different
service, you can update the `config/services.php` file with your choice:
```php
'currency_api' => [
'key' => env('CURRENCY_API_KEY'),
'base_url' => 'https://v6.exchangerate-api.com/v6',
],
```
Then, adjust the implementation of the `App\Services\CurrencyService` class to use your chosen service.
### Live Currency Page
Once enabled, the "Live Currency" feature provides access to a dedicated page in the application, listing all supported
currencies from the configured exchange rate service. Users can view available currencies and update exchange rates for
their company's currencies as needed.
### Important Information
- To use the currency exchange rate feature, you must first obtain an API key from a service provider. This application
is configured to use a service that offers a free tier suitable for development and testing purposes.
- Your API key is sensitive information and should be kept secret. Do not commit it to your repository or share it with
anyone.
- Note that API rate limits may apply depending on the service you choose. Make sure to review the terms for your chosen
service.
## Automatic Translation
The application now supports automatic translation, leveraging machine translation services provided by AWS, as
facilitated by the [andrewdwallo/transmatic](https://github.com/andrewdwallo/transmatic) package. This integration
significantly enhances the application's accessibility for a global audience. The application currently offers support
for several languages, including English, Arabic, German, Spanish, French, Indonesian, Italian, Dutch, Portuguese,
Turkish, and Chinese, with English as the default language.
### Configuration & Usage
To utilize this feature for additional languages or custom translations:
1. Follow the documentation provided in the [andrewdwallo/transmatic](https://github.com/andrewdwallo/transmatic)
package.
2. Configure the package with your preferred translation service credentials.
3. Run the translation commands as per the package instructions to generate new translations.
Once you have configured the package, you may update the following method in the `app/Models/Setting/Localization.php`
file to generate translations based on the selected language in the application UI:
Change to the following:
```php
public static function getAllLanguages(): array
{
return Languages::getNames(app()->getLocale());
}
```
## Plaid Integration
To integrate [Plaid](https://plaid.com/) with your application for enhanced financial data connectivity, you must first create an account with Plaid and obtain your credentials. Set your credentials in the `.env` file as follows:
```env
PLAID_CLIENT_ID=your-client-id
PLAID_CLIENT_SECRET=your-secret
PLAID_ENVIRONMENT=sandbox # Can be sandbox, development, or production
PLAID_WEBHOOK_URL=https://my-static-domain.ngrok-free.app/api/plaid/webhook # Must have /api/plaid/webhook appended
```
The `PLAID_WEBHOOK_URL` is essential as it enables your application to receive real-time updates on transactions from connected bank accounts. This webhook URL must contain a static domain, which can be obtained from services like ngrok that offer a free static domain upon signup. Alternatively, you may use any other service that provides a static domain.
After integrating Plaid, you can connect your account on the "Connected Accounts" page and link your financial institution. Before importing transactions, ensure to run the following command to process the queued transactions:
```bash
php artisan queue:work --queue=transactions
```
## Testing
This project includes testing using [Pest](https://pestphp.com/). The current
test suite covers some reporting features and other core functionality. While it's not yet a fully comprehensive test
suite, it provides a foundation for testing critical features.
### Setting Up the Testing Environment
#### Create a testing database
Ensure that you create a separate testing database named `erpsaas_test` in your database management system (e.g.,
MySQL).
```bash
CREATE DATABASE erpsaas_test;
```
### Running Tests
The testing process automatically handles refreshing and seeding the test database with each test run, so no manual
migration is required. For more information on how to write and run tests using
Pest, refer to the official documentation: [Pest Documentation](https://pestphp.com/docs).
## Dependencies
- [filamentphp/filament](https://github.com/filamentphp/filament) - A collection of beautiful full-stack components
- [andrewdwallo/filament-companies](https://github.com/andrewdwallo/filament-companies) - A complete authentication
system kit based on companies built for Filament
- [andrewdwallo/transmatic](https://github.com/andrewdwallo/transmatic) - A package for automatic translation using
machine translation services
- [akaunting/laravel-money](https://github.com/akaunting/laravel-money) - Currency formatting and conversion package for
Laravel
- [squirephp/squire](https://github.com/squirephp/squire) - A library of static Eloquent models for common fixture data
- [awcodes/filament-table-repeater](https://github.com/awcodes/filament-table-repeater) - A modified version of the Filament Forms Repeater to display it as a table.
***Note*** : It is recommended to read the documentation for all dependencies to get yourself familiar with how the
application works.
## License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.