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feat(finance): Phase 123 — Finance Write-offs (Bad Debt)
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/WriteOffController.php‎

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<?php
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namespace App\Modules\Finance\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Finance\Models\WriteOff;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Inertia\Inertia;
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use Inertia\Response;
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class WriteOffController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', WriteOff::class);
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$writeOffs = WriteOff::where('tenant_id', app('tenant')->id)
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->latest()
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->paginate(20);
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return Inertia::render('Finance/WriteOffs/Index', compact('writeOffs'));
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}
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public function store(Request $request): RedirectResponse
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{
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$this->authorize('create', WriteOff::class);
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$validated = $request->validate([
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'customer_id' => 'nullable|exists:contacts,id',
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'invoice_id' => 'nullable',
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'amount' => 'required|numeric|min:0.01',
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'currency' => 'nullable|string|max:3',
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'write_off_date' => 'required|date',
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'reason' => 'required|string|max:255',
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'notes' => 'nullable|string',
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]);
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$validated['tenant_id'] = app('tenant')->id;
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$validated['created_by'] = auth()->id();
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WriteOff::create($validated);
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return back()->with('success', 'Write-off created.');
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}
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public function show(WriteOff $writeOff): Response
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{
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$this->authorize('view', $writeOff);
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return Inertia::render('Finance/WriteOffs/Show', compact('writeOff'));
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}
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public function approve(WriteOff $writeOff): RedirectResponse
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{
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$this->authorize('update', $writeOff);
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$writeOff->approve(auth()->id());
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return back()->with('success', 'Write-off approved.');
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}
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public function reverse(WriteOff $writeOff): RedirectResponse
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{
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$this->authorize('update', $writeOff);
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$writeOff->reverse();
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return back()->with('success', 'Write-off reversed.');
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}
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public function destroy(WriteOff $writeOff): RedirectResponse
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{
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$this->authorize('delete', $writeOff);
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$writeOff->delete();
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return back()->with('success', 'Write-off deleted.');
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}
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}

‎erp/app/Modules/Finance/Models/WriteOff.php‎

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<?php
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namespace App\Modules\Finance\Models;
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use App\Modules\Core\Traits\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class WriteOff extends Model
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{
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use BelongsToTenant, SoftDeletes;
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protected $fillable = [
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'tenant_id',
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'write_off_number',
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'customer_id',
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'invoice_id',
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'amount',
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'currency',
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'write_off_date',
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'reason',
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'notes',
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'status',
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'approved_by',
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'approved_at',
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'created_by',
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];
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protected $attributes = [
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'status' => 'pending',
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'currency' => 'USD',
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];
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protected $casts = [
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'amount' => 'float',
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'write_off_date' => 'date',
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'approved_at' => 'datetime',
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];
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// Methods
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public function generateWriteOffNumber(): string
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{
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return 'WO-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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public function approve(int $userId): void
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{
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$this->status = 'approved';
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$this->approved_by = $userId;
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$this->approved_at = now();
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if (is_null($this->write_off_number)) {
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$this->write_off_number = $this->generateWriteOffNumber();
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}
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$this->save();
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}
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public function reverse(): void
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{
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$this->status = 'reversed';
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$this->save();
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}
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// Accessors
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public function getIsPendingAttribute(): bool
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{
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return $this->status === 'pending';
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}
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public function getIsApprovedAttribute(): bool
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{
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return $this->status === 'approved';
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}
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// Relations
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public function customer(): BelongsTo
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{
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return $this->belongsTo(Contact::class, 'customer_id');
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}
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public function invoice(): BelongsTo
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{
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return $this->belongsTo(Invoice::class, 'invoice_id');
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}
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}

‎erp/app/Modules/Finance/Policies/WriteOffPolicy.php‎

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<?php
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namespace App\Modules\Finance\Policies;
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use App\Models\User;
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use App\Modules\Finance\Models\WriteOff;
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class WriteOffPolicy
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{
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public function viewAny(User $user): bool
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{
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return $user->hasPermissionTo('finance.view');
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}
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public function view(User $user, WriteOff $writeOff): bool
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{
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return $user->hasPermissionTo('finance.view');
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}
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public function create(User $user): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function update(User $user, WriteOff $writeOff): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function delete(User $user, WriteOff $writeOff): bool
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{
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return $user->hasPermissionTo('finance.delete');
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}
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}

‎erp/app/Modules/Finance/Providers/FinanceServiceProvider.php‎

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use App\Modules\Finance\Models\DebitNote;
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use App\Modules\Finance\Models\DebitNoteItem;
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use App\Modules\Finance\Policies\DebitNotePolicy;
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use App\Modules\Finance\Models\WriteOff;
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use App\Modules\Finance\Policies\WriteOffPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(AdvancePayment::class, AdvancePaymentPolicy::class);
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Gate::policy(DebitNote::class, DebitNotePolicy::class);
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Gate::policy(DebitNoteItem::class, DebitNotePolicy::class);
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Gate::policy(WriteOff::class, WriteOffPolicy::class);
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if ($this->app->runningInConsole()) {
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$this->commands([\App\Modules\Finance\Console\Commands\GenerateRecurringInvoices::class]);
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}

‎erp/app/Modules/Finance/routes/finance.php‎

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Route::post('debit-notes/{debitNote}/void', [DebitNoteController::class, 'void'])->name('debit-notes.void');
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Route::resource('debit-notes', DebitNoteController::class)->only(['index', 'store', 'show', 'destroy']);
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});
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// Write-offs — custom actions BEFORE resource
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use App\Modules\Finance\Http\Controllers\WriteOffController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('write-offs/{writeOff}/approve', [WriteOffController::class, 'approve'])->name('write-offs.approve');
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Route::post('write-offs/{writeOff}/reverse', [WriteOffController::class, 'reverse'])->name('write-offs.reverse');
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Route::resource('write-offs', WriteOffController::class)->only(['index', 'store', 'show', 'destroy']);
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});

‎erp/database/migrations/2026_08_22_100001_create_write_offs_table.php‎

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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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public function up(): void
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{
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Schema::create('write_offs', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->string('write_off_number')->nullable();
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$table->unsignedBigInteger('customer_id')->nullable(); // references contacts
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$table->unsignedBigInteger('invoice_id')->nullable(); // references invoices
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$table->decimal('amount', 15, 2);
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$table->string('currency')->default('USD');
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$table->date('write_off_date');
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$table->string('reason'); // bad_debt/dispute/other
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$table->text('notes')->nullable();
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$table->string('status')->default('pending'); // pending/approved/reversed
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$table->unsignedBigInteger('approved_by')->nullable();
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$table->timestamp('approved_at')->nullable();
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$table->unsignedBigInteger('created_by')->nullable();
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$table->timestamps();
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$table->softDeletes();
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});
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}
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public function down(): void
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{
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Schema::dropIfExists('write_offs');
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}
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};

‎erp/resources/js/Pages/Finance/WriteOffs/Index.tsx‎

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export default function Index() { return <div>Index</div>; }

‎erp/resources/js/Pages/Finance/WriteOffs/Show.tsx‎

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export default function Show() { return <div>Show</div>; }

‎erp/tests/Feature/Finance/WriteOffTest.php‎

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<?php
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use App\Models\User;
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use App\Modules\Core\Models\Tenant;
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use App\Modules\Finance\Models\WriteOff;
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use Database\Seeders\RolePermissionSeeder;
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beforeEach(function () {
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$this->seed(RolePermissionSeeder::class);
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$this->tenant = Tenant::create(['name' => 'WOcorp', 'slug' => 'wo-corp-' . uniqid()]);
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$this->admin = User::factory()->create(['tenant_id' => $this->tenant->id]);
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$this->admin->assignRole('super-admin');
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$this->actingAs($this->admin);
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app()->instance('tenant', $this->tenant);
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});
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function makeWriteOff(array $attrs = []): WriteOff
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{
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return WriteOff::create([
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'tenant_id' => test()->tenant->id,
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'amount' => 500.00,
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'write_off_date' => now()->toDateString(),
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'reason' => 'bad_debt',
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'created_by' => test()->admin->id,
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...$attrs,
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]);
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}
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it('index requires authentication', function () {
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$this->post('/logout');
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$this->get('/finance/write-offs')->assertRedirect('/login');
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});
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it('admin can list write-offs', function () {
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makeWriteOff();
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$this->get('/finance/write-offs')->assertOk();
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});
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it('store creates a write-off', function () {
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$this->post('/finance/write-offs', [
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'amount' => 1000.00,
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'write_off_date' => now()->toDateString(),
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'reason' => 'dispute',
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])->assertRedirect();
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expect(WriteOff::where('tenant_id', test()->tenant->id)->where('reason', 'dispute')->exists())->toBeTrue();
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});
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it('store validates required fields', function () {
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$this->postJson('/finance/write-offs', [])->assertStatus(422)->assertJsonValidationErrors(['amount', 'write_off_date', 'reason']);
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});
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it('show displays a write-off', function () {
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$wo = makeWriteOff();
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$this->get("/finance/write-offs/{$wo->id}")->assertOk();
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});
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it('approve transitions to approved status', function () {
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$wo = makeWriteOff();
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expect($wo->is_pending)->toBeTrue();
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$this->post("/finance/write-offs/{$wo->id}/approve")->assertRedirect();
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$wo->refresh();
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expect($wo->is_approved)->toBeTrue();
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expect($wo->approved_by)->toBe(test()->admin->id);
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expect($wo->approved_at)->not->toBeNull();
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expect($wo->write_off_number)->not->toBeNull();
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});
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it('reverse transitions to reversed status', function () {
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$wo = makeWriteOff(['status' => 'approved']);
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$this->post("/finance/write-offs/{$wo->id}/reverse")->assertRedirect();
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$wo->refresh();
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expect($wo->status)->toBe('reversed');
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});
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it('write_off_number is generated on approval', function () {
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$wo = makeWriteOff();
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$this->post("/finance/write-offs/{$wo->id}/approve")->assertRedirect();
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$wo->refresh();
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expect($wo->write_off_number)->toStartWith('WO-');
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});
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it('destroy soft-deletes the write-off', function () {
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$wo = makeWriteOff();
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$this->delete("/finance/write-offs/{$wo->id}")->assertRedirect();
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expect(WriteOff::find($wo->id))->toBeNull();
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expect(WriteOff::withTrashed()->find($wo->id))->not->toBeNull();
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});

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