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feat(finance): Phase 134 — Finance Recurring Expenses
Adds full CRUD for recurring expenses with pause/resume/cancel lifecycle actions, soft deletes, and policy-based RBAC. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/RecurringExpenseController.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\RecurringExpense;
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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 RecurringExpenseController 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', RecurringExpense::class);
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$expenses = RecurringExpense::query()
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->latest()
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->paginate(25)
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->withQueryString();
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return Inertia::render('Finance/RecurringExpenses/Index', [
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'recurringExpenses' => $expenses,
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'filters' => $request->only(['status']),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Recurring Expenses', 'href' => route('finance.recurring-expenses.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', RecurringExpense::class);
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return Inertia::render('Finance/RecurringExpenses/Create', [
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Recurring Expenses', 'href' => route('finance.recurring-expenses.index')],
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['label' => 'New Recurring Expense'],
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],
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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', RecurringExpense::class);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'amount' => 'required|numeric|min:0',
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'frequency' => 'required|in:monthly,quarterly,annual,weekly',
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'start_date' => 'required|date',
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]);
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RecurringExpense::create([
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...$validated,
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'tenant_id' => app('tenant')->id,
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'created_by' => auth()->id(),
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]);
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense created.');
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}
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public function show(RecurringExpense $recurringExpense): Response
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{
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$this->authorize('view', $recurringExpense);
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return Inertia::render('Finance/RecurringExpenses/Show', [
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'recurringExpense' => $recurringExpense,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Recurring Expenses', 'href' => route('finance.recurring-expenses.index')],
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['label' => $recurringExpense->name],
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],
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]);
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}
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public function edit(RecurringExpense $recurringExpense): Response
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{
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$this->authorize('update', $recurringExpense);
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return Inertia::render('Finance/RecurringExpenses/Edit', [
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'recurringExpense' => $recurringExpense,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Recurring Expenses', 'href' => route('finance.recurring-expenses.index')],
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['label' => $recurringExpense->name],
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['label' => 'Edit'],
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],
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]);
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}
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public function update(Request $request, RecurringExpense $recurringExpense): RedirectResponse
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{
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$this->authorize('update', $recurringExpense);
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'amount' => 'required|numeric|min:0',
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'frequency' => 'required|in:monthly,quarterly,annual,weekly',
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'start_date' => 'required|date',
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]);
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$recurringExpense->update($validated);
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense updated.');
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}
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public function destroy(RecurringExpense $recurringExpense): RedirectResponse
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{
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$this->authorize('delete', $recurringExpense);
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$recurringExpense->delete();
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense deleted.');
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}
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public function pause(RecurringExpense $recurringExpense): RedirectResponse
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{
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$this->authorize('pause', $recurringExpense);
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$recurringExpense->pause();
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense paused.');
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}
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public function resume(RecurringExpense $recurringExpense): RedirectResponse
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{
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$this->authorize('resume', $recurringExpense);
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$recurringExpense->resume();
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense resumed.');
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}
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public function cancel(RecurringExpense $recurringExpense): RedirectResponse
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{
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$this->authorize('cancel', $recurringExpense);
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$recurringExpense->cancel();
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return redirect()->route('finance.recurring-expenses.index')
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->with('success', 'Recurring expense cancelled.');
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}
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}

‎erp/app/Modules/Finance/Models/RecurringExpense.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 Carbon\Carbon;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class RecurringExpense extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $fillable = [
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'tenant_id',
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'name',
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'expense_number',
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'category',
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'amount',
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'currency',
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'frequency',
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'start_date',
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'end_date',
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'next_due_date',
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'last_processed_date',
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'status',
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'notes',
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'created_by',
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];
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protected $casts = [
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'amount' => 'decimal:2',
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'start_date' => 'date',
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'end_date' => 'date',
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'next_due_date' => 'date',
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'last_processed_date' => 'date',
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];
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protected $attributes = [
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'status' => 'active',
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'currency' => 'USD',
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'frequency' => 'monthly',
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];
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// ─── Actions ──────────────────────────────────────────────────────────────
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public function pause(): void
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{
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$this->status = 'paused';
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$this->save();
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}
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public function resume(): void
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{
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$this->status = 'active';
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$this->save();
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}
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public function cancel(): void
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{
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$this->status = 'cancelled';
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$this->save();
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}
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public function generateExpenseNumber(): string
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{
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return 'RE-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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public function calculateNextDueDate(): void
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{
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$base = $this->last_processed_date
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? Carbon::parse($this->last_processed_date)
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: Carbon::parse($this->start_date);
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$next = match ($this->frequency) {
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'monthly' => $base->copy()->addMonth(),
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'quarterly' => $base->copy()->addMonths(3),
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'annual' => $base->copy()->addYear(),
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'weekly' => $base->copy()->addWeek(),
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default => $base->copy()->addMonth(),
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};
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$this->next_due_date = $next;
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$this->save();
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}
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// ─── Accessors ────────────────────────────────────────────────────────────
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public function getIsActiveAttribute(): bool
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{
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return $this->status === 'active';
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}
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public function getIsDueAttribute(): bool
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{
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return $this->is_active
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&& $this->next_due_date !== null
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&& $this->next_due_date->lte(Carbon::today());
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}
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}

‎erp/app/Modules/Finance/Policies/RecurringExpensePolicy.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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class RecurringExpensePolicy
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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, $model): 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, $model): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function pause(User $user, $model): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function resume(User $user, $model): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function cancel(User $user, $model): 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, $model): 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\Policies\IntercompanyPolicy;
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use App\Modules\Finance\Models\CashFlowForecast;
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use App\Modules\Finance\Policies\CashFlowForecastPolicy;
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use App\Modules\Finance\Models\RecurringExpense;
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use App\Modules\Finance\Policies\RecurringExpensePolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(WriteOff::class, WriteOffPolicy::class);
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Gate::policy(IntercompanyTransaction::class, IntercompanyPolicy::class);
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Gate::policy(CashFlowForecast::class, CashFlowForecastPolicy::class);
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Gate::policy(RecurringExpense::class, RecurringExpensePolicy::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('cash-flow-forecasts/{cash_flow_forecast}/archive', [CashFlowForecastController::class, 'archive'])->name('cash-flow-forecasts.archive');
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Route::resource('cash-flow-forecasts', CashFlowForecastController::class);
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});
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// Recurring Expenses
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use App\Modules\Finance\Http\Controllers\RecurringExpenseController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('recurring-expenses/{recurring_expense}/pause', [RecurringExpenseController::class, 'pause'])->name('recurring-expenses.pause');
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Route::post('recurring-expenses/{recurring_expense}/resume', [RecurringExpenseController::class, 'resume'])->name('recurring-expenses.resume');
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Route::post('recurring-expenses/{recurring_expense}/cancel', [RecurringExpenseController::class, 'cancel'])->name('recurring-expenses.cancel');
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Route::resource('recurring-expenses', RecurringExpenseController::class);
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});

‎erp/database/migrations/2026_09_02_100001_create_recurring_expenses_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::dropIfExists('recurring_expenses');
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Schema::create('recurring_expenses', function (Blueprint $table) {
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$table->id();
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$table->foreignId('tenant_id')->constrained()->cascadeOnDelete();
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$table->string('name');
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$table->string('expense_number')->nullable();
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$table->string('category')->nullable();
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$table->decimal('amount', 15, 2);
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$table->string('currency')->default('USD');
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$table->string('frequency')->default('monthly'); // monthly/quarterly/annual/weekly
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$table->date('start_date');
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$table->date('end_date')->nullable();
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$table->date('next_due_date')->nullable();
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$table->date('last_processed_date')->nullable();
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$table->string('status')->default('active'); // active/paused/cancelled/expired
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$table->text('notes')->nullable();
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$table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
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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('recurring_expenses');
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}
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};

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