amarenkov/laravel-mutable-content-finance

Personal finance domain for amarenkov/laravel-mutable-content: accounts, operations split by categories, transfers between accounts and currencies, debts and receipts, with services and events to build any interface on.

Work in progress. Nothing is released yet.

Scope

• Models with mutable fields, so an application adds its own fields without migrations.
• Amounts are money fields of the core: an amount and a currency of the currency LOV, exact decimal arithmetic, exact sums in SQL.
• Services and events: creating and changing operations, transfers, splits. Every change lands in the core change log with its author.
• No user interface. Screens, bots and imports belong to the application.

Model

Operation kinds (the operation_kind LOV): income, expense, refund, transfer and debt. The sign follows the kind: income is positive, expense negative, a refund goes the other way than the operation it refunds (refund_of_id), a transfer and a debt are not zero. A transfer is two operations pointing at each other. A debt operation is money lent or borrowed, given back or returned: its sign tells the direction, Counterparty::debts() sums them by currency.

Requirements

• PHP 8.4 with bcmath
• Laravel 13
• PostgreSQL or MariaDB 10.7+, as required by amarenkov/laravel-mutable-content

Installation

composer require amarenkov/laravel-mutable-content-finance
php artisan vendor:publish --tag=mutable-content-finance-migrations
php artisan migrate
php artisan db:seed --class="Amarenkov\MutableContent\Database\Seeders\LovsSeeder"
php artisan db:seed --class="Amarenkov\MutableContent\Database\Seeders\FieldsSeeder"

Add the currencies you use as items of the currency LOV of the core: it has only USD.

Usage

use Amarenkov\MutableContentFinance\Lovs\OperationKind;
use Amarenkov\MutableContentFinance\Services\Operations;

Operations::new($card)
    ->kind(OperationKind::EXPENSE)
    ->amount('-1250.50')                       // in the account currency
    ->at('2026-10-14 13:05')                   // display timezone; now by default
    ->counterparty($shop)
    ->split([[$food, '-1000'], [$home, '-250.50']])
    ->receipt($qrText)
    ->by($request->user())
    ->save();

Operations::new($card)->refundOf($purchase)->amount(250)->split([[$food, 250]])->save();

Operations::transfer($rubles, $dollars)->amount(9500, 100)->by($user)->save();

Operations::of($operation)->by($user)->update(['comment' => 'Groceries']);
Operations::of($operation)->by($user)->split([[$food, '-1250.50']]);
Operations::of($operation)->by($user)->delete();   // with its splits, receipts and transfer pair

$card->balance();            // Money
$card->balance($endOfMonth); // up to a moment
$friend->debts();            // ['USD' => Money, ...], positive when the friend owes

Wrong currencies, a sign not suiting the kind, splits not adding up and a transfer between currencies without both amounts throw DomainException. Events are dispatched after the transaction commits: OperationCreated, OperationUpdated (with the changed fields), OperationDeleted.

Translations

Strings are in lang/{en,ru}/finance.php under the mutable-content-finance namespace. Publish them to override:

php artisan vendor:publish --tag=mutable-content-finance-lang

License

MIT. See LICENSE.