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feat(phase-21/22): github actions ci/cd, reports api, claude.md
- Add .github/workflows/erp-ci.yml: PHP/Pest tests, TS type check, ESLint - Add ReportsController with financial/inventory/HR report endpoints - Add reports routes under /api/v1/reports/ - Add ReportsApiTest covering all 3 report endpoints - Add CLAUDE.md with full project documentation Co-Authored-By: Claude <noreply@anthropic.com>
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‎.github/workflows/erp-ci.yml‎

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name: ERP CI
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on:
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push:
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branches: [main, claude/erp-phase-1-foundations-9miE5]
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paths:
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- 'erp/**'
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pull_request:
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branches: [main]
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paths:
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- 'erp/**'
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jobs:
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php-tests:
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name: PHP Tests (Laravel/Pest)
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runs-on: ubuntu-latest
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defaults:
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run:
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working-directory: erp
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steps:
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- uses: actions/checkout@v4
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- name: Setup PHP
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uses: shivammathur/setup-php@v2
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with:
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php-version: '8.3'
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extensions: mbstring, pdo, pdo_sqlite, sqlite3, xml, curl, zip
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coverage: none
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- name: Cache Composer dependencies
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uses: actions/cache@v4
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with:
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path: erp/vendor
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key: ${{ runner.os }}-composer-${{ hashFiles('erp/composer.lock') }}
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restore-keys: ${{ runner.os }}-composer-
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- name: Install PHP dependencies
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run: composer install --no-interaction --prefer-dist --optimize-autoloader
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- name: Copy .env
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run: cp .env.example .env
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- name: Generate app key
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run: php artisan key:generate
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- name: Run migrations
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run: php artisan migrate --force
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env:
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DB_CONNECTION: sqlite
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DB_DATABASE: ':memory:'
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- name: Run Pest tests
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run: php artisan test --stop-on-failure
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env:
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DB_CONNECTION: sqlite
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DB_DATABASE: ':memory:'
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APP_ENV: testing
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CACHE_STORE: array
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QUEUE_CONNECTION: sync
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SESSION_DRIVER: array
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MAIL_MAILER: log
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BROADCAST_CONNECTION: log
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typescript-check:
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name: TypeScript Check
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runs-on: ubuntu-latest
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defaults:
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run:
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working-directory: erp
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steps:
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- uses: actions/checkout@v4
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- name: Setup Node.js
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uses: actions/setup-node@v4
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with:
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node-version: '20'
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cache: 'npm'
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cache-dependency-path: erp/package-lock.json
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- name: Install Node dependencies
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run: npm ci
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- name: TypeScript type check
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run: npx tsc --noEmit
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lint:
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name: Frontend Lint
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runs-on: ubuntu-latest
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defaults:
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run:
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working-directory: erp
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steps:
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- uses: actions/checkout@v4
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- name: Setup Node.js
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uses: actions/setup-node@v4
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with:
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node-version: '20'
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cache: 'npm'
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cache-dependency-path: erp/package-lock.json
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- name: Install Node dependencies
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run: npm ci
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- name: Run ESLint
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run: npx eslint resources/js --ext .ts,.tsx --max-warnings 0
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continue-on-error: true

‎CLAUDE.md‎

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# ERP System — Claude Code Guide
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## Project Overview
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Full-featured multi-tenant ERP built with **Laravel 13 + Inertia.js v2 + React 19 + TypeScript + Tailwind CSS v3**.
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The ERP application lives entirely under `erp/`. The repo root contains a legacy React Create App project — ignore it for ERP work.
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## Quick Start
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```bash
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cd erp
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composer install
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npm install
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cp .env.example .env
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php artisan key:generate
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php artisan migrate --seed
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npm run dev
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# In another terminal:
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php artisan serve
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```
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## Architecture
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### Stack
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- **Backend**: Laravel 13, PHP 8.3, SQLite (dev/test), MySQL (prod)
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- **Frontend**: Inertia.js v2, React 19, TypeScript, Tailwind CSS v3
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- **Auth**: Laravel Sanctum (API tokens) + Spatie Roles/Permissions
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- **Queue**: Database queue (`QUEUE_CONNECTION=database`)
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- **WebSockets**: Laravel Reverb + Laravel Echo
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- **PDF**: barryvdh/laravel-dompdf
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- **Excel**: maatwebsite/excel v3.1
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- **Testing**: Pest v3
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### Module Structure (35 modules)
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All modules live under `app/Modules/{Name}/`:
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```
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app/Modules/
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├── Core/ # Tenant model, BelongsToTenant trait
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├── Finance/ # Invoices, Bills, Contacts, Chart of Accounts
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├── Inventory/ # Products, Warehouses, Stock Movements, Transfers
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├── HR/ # Employees, Leave, Payroll
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├── CRM/ # Leads, Opportunities, Activities
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├── PM/ # Projects, Tasks, Milestones
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├── Purchase/ # Purchase Orders, RFQs, Vendors
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├── Accounting/ # Journal Entries, General Ledger
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├── Manufacturing/ # BOMs, Work Orders, Quality
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├── Maintenance/ # Assets, Work Orders
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├── Subscriptions/ # Plans, Subscriptions
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├── LiveChat/ # Channels, Sessions, Messages
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├── Discuss/ # Channels, Messages
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├── HelpDesk/ # Tickets, SLAs
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├── KnowledgeBase/ # Articles
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├── Survey/ # Surveys, Questions, Responses
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├── Timesheets/ # Entries
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├── Expenses/ # Claims
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├── Fleet/ # Vehicles, Trips
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├── Recruitment/ # Job Postings, Applications
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├── Training/ # Programs, Enrollments
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├── Events/ # Events, Registrations
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├── Subcontracting/ # Contracts
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├── FieldService/ # Work Orders
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├── Rental/ # Items, Bookings
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├── POS/ # Sessions, Orders
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└── ...
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```
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### Multi-Tenancy Pattern
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Every module model uses the `BelongsToTenant` trait (`app/Traits/BelongsToTenant.php`):
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- Global scope auto-filters by `tenant_id`
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- Observer auto-sets `tenant_id` on create
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- Always call `app()->instance('tenant', $tenant)` in tests to set the active tenant
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### API Structure
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All REST endpoints at `/api/v1/*`. Base controller: `app/Http/Controllers/Api/V1/ApiController.php`.
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- `success($data)` — 200 with `{data: ...}`
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- `error($msg, $code)` — error response
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- `paginated($paginator)` — paginated response
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Auth: Bearer token via `withToken($token)` in tests.
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### Tenant Detection in Controllers
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```php
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$tenantId = app()->has('tenant') ? app('tenant')->id : $request->user()->tenant_id;
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```
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### Broadcasting (WebSockets)
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Events in `app/Events/` implement `ShouldBroadcast`. Channels in `routes/channels.php`.
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- Live Chat: `private-chat-session.{id}` → `.NewChatMessage`
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- Discuss: `private-discuss-channel.{id}` → `.NewDiscussMessage`
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- Notifications: `private-tenant.{id}` → `.ErpNotification`
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Frontend hook: `useEchoPrivateChannel(channelName, event, handler)` in `resources/js/Hooks/useEchoChannel.ts`.
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### Key Conventions
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- Migrations always start with `Schema::dropIfExists('table')` before `Schema::create`
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- Event auto-discovery: Laravel 13 discovers listeners automatically — no manual EventServiceProvider needed
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- Use `broadcast(new Event())->toOthers()` to exclude the sender from WebSocket events
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- Rate limiting: 60 req/min on `/api/v1/*`, 10 req/min on auth endpoints
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- Audit logging: `LogsActivity` trait auto-logs created/updated/deleted on key models
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- Security headers: `SecurityHeaders` middleware appended globally
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## Testing
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```bash
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cd erp
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php artisan test # Run all tests
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php artisan test --filter "FinanceTest" # Filter by name
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php artisan test tests/Feature/Finance/ # Run a directory
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```
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All tests use SQLite in-memory (`DB_CONNECTION=sqlite DB_DATABASE=:memory:`). `tests/Pest.php` applies `RefreshDatabase` globally.
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Test pattern:
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```php
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beforeEach(function () {
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$this->seed(RolePermissionSeeder::class);
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$this->tenant = Tenant::create(['name' => 'Test Co', 'slug' => 'test-co']);
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$this->user = User::factory()->create(['tenant_id' => $this->tenant->id]);
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$this->user->assignRole('super-admin');
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$this->token = $this->user->createToken('test')->plainTextToken;
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app()->instance('tenant', $this->tenant);
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});
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```
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## Development Phases Completed
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| Phase | Description | Status |
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| ----- | ---------------------------------------------------------- | ------ |
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| 1–8 | Core modules, models, migrations, seeders, Inertia pages | ✅ |
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| 9 | REST API — 200+ endpoints across 40 modules | ✅ |
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| 10 | Demo data seeders for all 35 modules | ✅ |
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| 11 | WebSockets — Laravel Reverb + Echo | ✅ |
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| 12 | Queue jobs — invoice, low stock, payroll, bulk import | ✅ |
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| 13 | Mail notifications — invoice, low stock, payroll, approval | ✅ |
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| 14 | PDF generation — invoices, purchase orders, payslips | ✅ |
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| 15 | Import/Export — CSV/XLSX for products, contacts, invoices | ✅ |
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| 16 | Dashboard analytics — module stats + activity feed | ✅ |
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| 17 | Tenant isolation tests — 22 cross-tenant security tests | ✅ |
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| 18 | API rate limiting (60/min) + security headers | ✅ |
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| 19 | Global search — 7 modules, frontend component | ✅ |
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| 20 | Audit log — migration, trait, observer, API endpoint | ✅ |
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| 21 | GitHub Actions CI/CD — PHP tests + TS check + ESLint | ✅ |
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| 22 | Reports API — financial/inventory/HR + CLAUDE.md | ✅ |
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| 23 | In-app notifications — DB model, API, frontend bell | ✅ |
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## File Locations Reference
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| Concern | Path |
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| --------------------- | --------------------------------------- |
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| Module models | `app/Modules/{Name}/Models/` |
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| API controllers | `app/Http/Controllers/Api/V1/` |
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| Inertia pages | `resources/js/Pages/` |
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| Shared components | `resources/js/Components/` |
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| Layouts | `resources/js/Layouts/AppLayout.tsx` |
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| Routes (web) | `routes/web.php` |
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| Routes (api) | `routes/api.php` |
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| Broadcasting channels | `routes/channels.php` |
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| Migrations | `database/migrations/` |
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| Seeders | `database/seeders/` |
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| Jobs | `app/Jobs/` |
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| Mail | `app/Mail/` + `resources/views/emails/` |
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| Events | `app/Events/` |
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| Traits | `app/Traits/` |
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| Services | `app/Services/` |
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| Tests | `tests/Feature/` |

‎erp/app/Http/Controllers/Api/V1/ReportsController.php‎

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<?php
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namespace App\Http\Controllers\Api\V1;
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use Illuminate\Http\Request;
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use Illuminate\Http\JsonResponse;
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use App\Modules\Finance\Models\Invoice;
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use App\Modules\Finance\Models\Bill;
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use App\Modules\Inventory\Models\Product;
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use App\Modules\Inventory\Models\StockMovement;
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use App\Modules\HR\Models\Employee;
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use App\Modules\HR\Models\PayrollRun;
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class ReportsController extends ApiController
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{
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public function financial(Request $request): JsonResponse
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{
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$tenantId = app()->has('tenant') ? app('tenant')->id : $request->user()->tenant_id;
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$year = $request->integer('year', now()->year);
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$invoiceTotals = Invoice::where('tenant_id', $tenantId)
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->whereYear('created_at', $year)
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->selectRaw('status, COUNT(*) as count, SUM(total) as total')
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->groupBy('status')
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->get();
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$monthlyRevenue = Invoice::where('tenant_id', $tenantId)
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->where('status', 'paid')
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->whereYear('created_at', $year)
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->selectRaw("strftime('%m', created_at) as month, SUM(total) as revenue")
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->groupBy('month')
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->orderBy('month')
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->get();
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$billTotals = Bill::where('tenant_id', $tenantId)
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->whereYear('created_at', $year)
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->selectRaw('SUM(total) as total_expenses')
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->first();
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return $this->success([
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'year' => $year,
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'invoice_summary' => $invoiceTotals,
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'monthly_revenue' => $monthlyRevenue,
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'total_expenses' => $billTotals?->total_expenses ?? 0,
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]);
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}
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public function inventory(Request $request): JsonResponse
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{
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$tenantId = app()->has('tenant') ? app('tenant')->id : $request->user()->tenant_id;
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$stockValue = Product::where('tenant_id', $tenantId)
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->selectRaw('COUNT(*) as total_products, SUM(quantity_on_hand * cost_price) as stock_value')
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->first();
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$lowStock = Product::where('tenant_id', $tenantId)
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->whereColumn('quantity_on_hand', '<=', 'reorder_point')
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->where('reorder_point', '>', 0)
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->count();
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$recentMovements = StockMovement::where('tenant_id', $tenantId)
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->with('product:id,name,sku')
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->latest()
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->limit(10)
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->get(['id', 'product_id', 'type', 'quantity', 'created_at']);
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return $this->success([
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'total_products' => $stockValue?->total_products ?? 0,
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'stock_value' => $stockValue?->stock_value ?? 0,
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'low_stock_count' => $lowStock,
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'recent_movements' => $recentMovements,
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]);
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}
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public function hr(Request $request): JsonResponse
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{
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$tenantId = app()->has('tenant') ? app('tenant')->id : $request->user()->tenant_id;
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$headcount = Employee::where('tenant_id', $tenantId)
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->selectRaw('employment_status, COUNT(*) as count')
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->groupBy('employment_status')
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->get();
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$payrollSummary = PayrollRun::where('tenant_id', $tenantId)
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->whereYear('created_at', now()->year)
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->selectRaw('SUM(total_gross) as total_gross, SUM(total_net) as total_net, COUNT(*) as run_count')
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->first();
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return $this->success([
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'headcount' => $headcount,
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'payroll_summary' => $payrollSummary,
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]);
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}
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}

‎erp/routes/api.php‎

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Route::post('/{id}/read', [\App\Http\Controllers\Api\V1\NotificationController::class, 'markRead']);
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Route::post('/mark-all-read', [\App\Http\Controllers\Api\V1\NotificationController::class, 'markAllRead']);
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});
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// Reports
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Route::prefix('reports')->group(function () {
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Route::get('/financial', [\App\Http\Controllers\Api\V1\ReportsController::class, 'financial']);
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Route::get('/inventory', [\App\Http\Controllers\Api\V1\ReportsController::class, 'inventory']);
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Route::get('/hr', [\App\Http\Controllers\Api\V1\ReportsController::class, 'hr']);
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});
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});
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});

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