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feat(finance): Phase 116 — Customer Groups & Segmentation
Implements B2B customer categorization with shared pricing rules: migrations (customer_groups, customer_group_members), CustomerGroup model with discount calculation, CRUD controller, policy (RBAC), routes, Inertia pages, TypeScript type, sidebar link, and 10 Pest tests. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/CustomerGroupController.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\Contact;
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use App\Modules\Finance\Models\CustomerGroup;
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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 CustomerGroupController extends Controller
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{
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public function index(Request $request): Response
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{
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$this->authorize('viewAny', CustomerGroup::class);
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$customerGroups = CustomerGroup::latest()
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->paginate(20)
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->withQueryString();
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return Inertia::render('Finance/CustomerGroups/Index', [
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'customerGroups' => $customerGroups,
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]);
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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', CustomerGroup::class);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'description' => 'nullable|string',
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'discount_percent' => 'nullable|numeric|min:0|max:100',
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'credit_limit' => 'nullable|numeric|min:0',
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'payment_term_id' => 'nullable|exists:payment_terms,id',
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'currency' => 'nullable|string|max:3',
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'is_active' => 'boolean',
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]);
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$customerGroup = CustomerGroup::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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]);
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return redirect()->route('finance.customer-groups.show', $customerGroup)
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->with('success', 'Customer group created successfully.');
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}
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public function show(CustomerGroup $customerGroup): Response
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{
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$this->authorize('view', $customerGroup);
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$customerGroup->load('paymentTerm');
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$members = $customerGroup->members()->paginate(10);
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return Inertia::render('Finance/CustomerGroups/Show', [
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'customerGroup' => $customerGroup,
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'members' => $members,
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]);
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}
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public function update(Request $request, CustomerGroup $customerGroup): RedirectResponse
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{
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$this->authorize('update', $customerGroup);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'description' => 'nullable|string',
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'discount_percent' => 'nullable|numeric|min:0|max:100',
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'credit_limit' => 'nullable|numeric|min:0',
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'payment_term_id' => 'nullable|exists:payment_terms,id',
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'currency' => 'nullable|string|max:3',
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'is_active' => 'boolean',
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]);
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$customerGroup->update($validated);
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return redirect()->back()->with('success', 'Customer group updated successfully.');
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}
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public function addMember(Request $request, CustomerGroup $customerGroup): RedirectResponse
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{
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$this->authorize('update', $customerGroup);
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$validated = $request->validate([
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'contact_id' => 'required|exists:contacts,id',
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]);
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$customerGroup->members()->syncWithoutDetaching([$validated['contact_id']]);
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return redirect()->back()->with('success', 'Contact added to group successfully.');
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}
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public function removeMember(CustomerGroup $customerGroup, Contact $contact): RedirectResponse
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{
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$this->authorize('update', $customerGroup);
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$customerGroup->members()->detach($contact->id);
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return redirect()->back()->with('success', 'Contact removed from group successfully.');
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}
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public function destroy(CustomerGroup $customerGroup): RedirectResponse
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{
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$this->authorize('delete', $customerGroup);
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$customerGroup->delete();
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return redirect()->route('finance.customer-groups.index')
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->with('success', 'Customer group deleted successfully.');
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}
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}

‎erp/app/Modules/Finance/Models/CustomerGroup.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\Relations\BelongsToMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class CustomerGroup 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', 'name', 'description', 'discount_percent',
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'credit_limit', 'payment_term_id', 'currency', 'is_active',
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];
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protected $casts = [
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'discount_percent' => 'float',
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'credit_limit' => 'float',
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'is_active' => 'boolean',
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];
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public function members(): BelongsToMany
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{
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return $this->belongsToMany(
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Contact::class,
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'customer_group_members',
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'customer_group_id',
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'contact_id'
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)->withTimestamps();
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}
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public function paymentTerm(): BelongsTo
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{
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return $this->belongsTo(PaymentTerm::class);
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}
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public function getMemberCountAttribute(): int
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{
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return $this->members()->count();
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}
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public function getHasDiscountAttribute(): bool
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{
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return $this->discount_percent > 0;
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}
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public function calculateDiscount(float $amount): float
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{
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return $amount * ($this->discount_percent / 100);
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}
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}

‎erp/app/Modules/Finance/Policies/CustomerGroupPolicy.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\CustomerGroup;
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class CustomerGroupPolicy
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{
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public function viewAny(User $user): bool
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{
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return $user->can('finance.view');
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}
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public function view(User $user, CustomerGroup $customerGroup): bool
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{
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return $user->can('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->can('finance.create');
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}
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public function update(User $user, CustomerGroup $customerGroup): bool
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{
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return $user->can('finance.create');
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}
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public function delete(User $user, CustomerGroup $customerGroup): bool
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{
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return $user->can('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\Policies\PettyCashPolicy;
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use App\Modules\Finance\Models\BankTransfer;
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use App\Modules\Finance\Policies\BankTransferPolicy;
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use App\Modules\Finance\Models\CustomerGroup;
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use App\Modules\Finance\Policies\CustomerGroupPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(PettyCashFund::class, PettyCashPolicy::class);
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Gate::policy(PettyCashTransaction::class, PettyCashPolicy::class);
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Gate::policy(BankTransfer::class, BankTransferPolicy::class);
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Gate::policy(CustomerGroup::class, CustomerGroupPolicy::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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use App\Modules\Finance\Http\Controllers\SupportTicketController;
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use App\Modules\Finance\Http\Controllers\CurrencyController;
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use App\Modules\Finance\Http\Controllers\PaymentTermController;
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use App\Modules\Finance\Http\Controllers\CustomerGroupController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('support-tickets/{supportTicket}/comments', [SupportTicketController::class, 'addComment'])->name('support-tickets.comments.add');
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Route::resource('support-tickets', SupportTicketController::class)->except(['edit', 'update']);
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// Customer Groups — custom member actions BEFORE resource
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Route::post('customer-groups/{customerGroup}/members', [CustomerGroupController::class, 'addMember'])->name('finance.customer-groups.members.add');
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Route::delete('customer-groups/{customerGroup}/members/{contact}', [CustomerGroupController::class, 'removeMember'])->name('finance.customer-groups.members.remove');
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Route::resource('customer-groups', CustomerGroupController::class)->except(['create', 'edit']);
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});
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‎erp/database/migrations/2026_08_15_100001_create_customer_groups_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('customer_groups', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->string('name');
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$table->text('description')->nullable();
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$table->decimal('discount_percent', 5, 2)->default(0);
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$table->decimal('credit_limit', 15, 2)->default(0);
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$table->unsignedBigInteger('payment_term_id')->nullable();
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$table->string('currency', 3)->default('USD');
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$table->boolean('is_active')->default(true);
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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('customer_groups');
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}
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};

‎erp/database/migrations/2026_08_15_100002_create_customer_group_members_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('customer_group_members', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('customer_group_id');
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$table->unsignedBigInteger('contact_id');
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$table->timestamps();
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$table->unique(['customer_group_id', 'contact_id']);
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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('customer_group_members');
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}
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};

‎erp/resources/js/Components/Layout/Sidebar.tsx‎

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{ label: 'Delivery Notes', href: '/finance/delivery-notes', icon: <span /> },
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{ label: 'Credit Notes', href: '/finance/credit-notes', icon: <span /> },
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{ label: 'Contacts', href: '/finance/contacts', icon: <span /> },
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{ label: 'Customer Groups', href: '/finance/customer-groups', icon: <span /> },
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{ label: 'Journal Entries', href: '/finance/journal-entries', icon: <span /> },
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{ label: 'Chart of Accounts', href: '/finance/accounts', icon: <span /> },
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{ label: 'Bills (AP)', href: '/finance/bills', icon: <span /> },

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

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import { Head, Link, router } from '@inertiajs/react';
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import { CustomerGroup } from '@/types/finance';
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interface Props {
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customerGroups: {
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data: CustomerGroup[];
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links: { url: string | null; label: string; active: boolean }[];
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};
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}
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export default function Index({ customerGroups }: Props) {
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return (
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<>
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<Head title="Customer Groups" />
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<div className="p-6">
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<div className="mb-6 flex items-center justify-between">
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<h1 className="text-2xl font-bold text-slate-900">Customer Groups</h1>
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<button
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onClick={() => {
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const name = prompt('Group name:');
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if (name) {
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router.post('/finance/customer-groups', { name });
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}
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}}
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className="rounded-lg bg-indigo-600 px-4 py-2 text-sm font-medium text-white hover:bg-indigo-700"
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>
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New Group
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</button>
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</div>
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<div className="overflow-hidden rounded-lg border border-slate-200 bg-white shadow-sm">
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<table className="min-w-full divide-y divide-slate-200">
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<thead className="bg-slate-50">
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<tr>
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<th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-slate-500">Name</th>
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<th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-slate-500">Discount</th>
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<th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-slate-500">Currency</th>
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<th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-slate-500">Status</th>
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<th className="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider text-slate-500">Actions</th>
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</tr>
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</thead>
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<tbody className="divide-y divide-slate-200 bg-white">
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{customerGroups.data.map((group) => (
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<tr key={group.id} className="hover:bg-slate-50">
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<td className="px-6 py-4 text-sm font-medium text-slate-900">{group.name}</td>
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<td className="px-6 py-4 text-sm text-slate-500">{group.discount_percent}%</td>
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<td className="px-6 py-4 text-sm text-slate-500">{group.currency}</td>
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<td className="px-6 py-4 text-sm">
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<span className={`inline-flex rounded-full px-2 py-0.5 text-xs font-medium ${group.is_active ? 'bg-green-100 text-green-700' : 'bg-slate-100 text-slate-600'}`}>
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{group.is_active ? 'Active' : 'Inactive'}
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</span>
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</td>
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<td className="px-6 py-4 text-sm">
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<Link
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href={`/finance/customer-groups/${group.id}`}
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className="text-indigo-600 hover:text-indigo-800"
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>
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View
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</Link>
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</td>
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</tr>
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))}
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{customerGroups.data.length === 0 && (
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<tr>
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<td colSpan={5} className="px-6 py-8 text-center text-sm text-slate-500">
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No customer groups found.
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</td>
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</tr>
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)}
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</tbody>
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</table>
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</div>
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</div>
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</>
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);
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}

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