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feat: POS Terminal, Bank Reconciliation, Helpdesk SLA, CRM Email Sequences — 45 tests passing
Modules completed: - POS Terminal: live checkout screen, product grid, cart, cash/card/digital_wallet payment, receipt page, sessions list. PosTerminalController routes wired into existing pos.php. - Accounting Bank Reconciliation: BankAccount + BankTransaction + AutoPostingRule models, 3 migrations, BankAccountController + BankReconciliationController + AutoPostingRuleController, keyword-based auto-posting that reconciles on import. - Helpdesk SLA Escalations: TicketEscalation model (migration 2027_01_05_100002), SlaController with breach detection, manual escalate, resolve endpoints. SLA policy CRUD via existing HelpdeskSlaPolicy model. - CRM Email Sequences + Lead Scoring: EmailSequence, EmailSequenceStep, EmailSequenceEnrollment, LeadScoringRule models with 4 migrations, EmailSequenceController (enroll/pause/activate/unsubscribe), LeadScoringController (rules + scored lead ranking). React pages: POS/Terminal, POS/Sessions, POS/Receipt, Accounting/BankAccounts/Index, Accounting/BankTransactions/Index, Accounting/Reconciliation/Index, Accounting/AutoPostingRules/Index, Helpdesk/Sla/Policies, Helpdesk/Sla/Escalations, CRM/EmailSequences/Index, CRM/EmailSequences/Show, CRM/LeadScoring/Rules, CRM/LeadScoring/Scores. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Accounting/Http/Controllers/AutoPostingRuleController.php‎

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<?php
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namespace App\Modules\Accounting\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Accounting\Models\Account;
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use App\Modules\Accounting\Models\AutoPostingRule;
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use App\Modules\Accounting\Models\BankAccount;
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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 AutoPostingRuleController extends Controller
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{
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public function index(BankAccount $bankAccount): Response
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{
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$rules = $bankAccount->autoPostingRules()->with(['debitAccount', 'creditAccount'])->get();
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$accounts = Account::orderBy('name')->get(['id', 'name', 'code', 'type']);
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return Inertia::render('Accounting/AutoPostingRules/Index', [
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'bankAccount' => $bankAccount,
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'rules' => $rules,
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'accounts' => $accounts,
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]);
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}
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public function store(Request $request, BankAccount $bankAccount): RedirectResponse
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{
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'match_keyword' => 'nullable|string|max:255',
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'match_type' => 'required|in:description,reference,amount',
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'debit_account_id' => 'required|exists:chart_of_accounts,id',
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'credit_account_id' => 'required|exists:chart_of_accounts,id',
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]);
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AutoPostingRule::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'bank_account_id' => $bankAccount->id,
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]);
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return back()->with('success', 'Rule created.');
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}
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public function destroy(BankAccount $bankAccount, AutoPostingRule $rule): RedirectResponse
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{
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$rule->delete();
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return back()->with('success', 'Rule deleted.');
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}
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}

‎erp/app/Modules/Accounting/Http/Controllers/BankAccountController.php‎

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<?php
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namespace App\Modules\Accounting\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Accounting\Models\BankAccount;
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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 BankAccountController extends Controller
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{
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public function index(): Response
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{
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$accounts = BankAccount::with('account')->orderBy('name')->get();
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return Inertia::render('Accounting/BankAccounts/Index', [
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'bankAccounts' => $accounts,
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]);
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}
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public function store(Request $request): RedirectResponse
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{
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$validated = $request->validate([
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'name' => 'required|string|max:255',
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'bank_name' => 'required|string|max:255',
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'account_number' => 'required|string|max:255',
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'currency' => 'required|string|size:3',
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'account_id' => 'nullable|exists:chart_of_accounts,id',
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]);
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BankAccount::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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]);
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return back()->with('success', 'Bank account created.');
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}
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public function update(Request $request, BankAccount $bankAccount): RedirectResponse
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{
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$validated = $request->validate([
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'name' => 'sometimes|string|max:255',
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'bank_name' => 'sometimes|string|max:255',
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'is_active' => 'sometimes|boolean',
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'account_id' => 'nullable|exists:chart_of_accounts,id',
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]);
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$bankAccount->update($validated);
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return back()->with('success', 'Bank account updated.');
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}
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public function destroy(BankAccount $bankAccount): RedirectResponse
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{
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$bankAccount->delete();
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return back()->with('success', 'Bank account deleted.');
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}
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}

‎erp/app/Modules/Accounting/Http/Controllers/BankReconciliationController.php‎

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<?php
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namespace App\Modules\Accounting\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Accounting\Models\AutoPostingRule;
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use App\Modules\Accounting\Models\BankAccount;
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use App\Modules\Accounting\Models\BankTransaction;
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use Illuminate\Http\JsonResponse;
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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 BankReconciliationController extends Controller
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{
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public function index(BankAccount $bankAccount): Response
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{
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$unreconciled = $bankAccount->unreconciledTransactions()
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->orderBy('transaction_date')
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->get();
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return Inertia::render('Accounting/Reconciliation/Index', [
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'bankAccount' => $bankAccount,
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'transactions' => $unreconciled,
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'reconciledBalance' => $bankAccount->reconciledBalance(),
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]);
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}
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public function transactions(Request $request, BankAccount $bankAccount): Response
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{
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$transactions = $bankAccount->transactions()
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->orderByDesc('transaction_date')
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->paginate(50)
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->withQueryString();
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return Inertia::render('Accounting/BankTransactions/Index', [
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'bankAccount' => $bankAccount,
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'transactions' => $transactions,
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'filters' => $request->only(['status']),
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]);
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}
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public function importTransaction(Request $request, BankAccount $bankAccount): RedirectResponse
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{
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$validated = $request->validate([
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'transaction_date' => 'required|date',
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'description' => 'nullable|string',
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'reference' => 'nullable|string',
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'type' => 'required|in:debit,credit',
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'amount' => 'required|numeric|min:0.01',
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]);
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$txn = BankTransaction::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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'bank_account_id' => $bankAccount->id,
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'status' => 'unreconciled',
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]);
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// Try auto-posting rules
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$rules = AutoPostingRule::where('bank_account_id', $bankAccount->id)
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->where('is_active', true)
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->get();
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foreach ($rules as $rule) {
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if ($rule->matches($txn)) {
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$txn->reconcile();
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break;
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}
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}
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return back()->with('success', 'Transaction imported.');
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}
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public function reconcile(BankAccount $bankAccount, BankTransaction $transaction): JsonResponse
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{
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$transaction->reconcile();
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return response()->json(['ok' => true, 'reconciled_balance' => $bankAccount->fresh()->reconciledBalance()]);
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}
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public function unreconcile(BankAccount $bankAccount, BankTransaction $transaction): JsonResponse
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{
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$transaction->unreconcile();
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return response()->json(['ok' => true]);
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}
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}

‎erp/app/Modules/Accounting/Models/AutoPostingRule.php‎

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<?php
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namespace App\Modules\Accounting\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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class AutoPostingRule extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id',
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'bank_account_id',
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'debit_account_id',
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'credit_account_id',
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'name',
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'match_keyword',
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'match_type',
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'is_active',
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];
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protected $attributes = [
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'is_active' => true,
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];
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protected $casts = [
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'is_active' => 'boolean',
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];
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public function bankAccount(): BelongsTo
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{
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return $this->belongsTo(BankAccount::class, 'bank_account_id');
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}
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public function debitAccount(): BelongsTo
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{
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return $this->belongsTo(Account::class, 'debit_account_id');
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}
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public function creditAccount(): BelongsTo
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{
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return $this->belongsTo(Account::class, 'credit_account_id');
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}
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public function matches(BankTransaction $transaction): bool
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{
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if (!$this->is_active || !$this->match_keyword) {
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return false;
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}
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$keyword = strtolower($this->match_keyword);
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$value = match ($this->match_type) {
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'description' => strtolower($transaction->description ?? ''),
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'reference' => strtolower($transaction->reference ?? ''),
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'amount' => (string) $transaction->amount,
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default => '',
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};
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return str_contains($value, $keyword);
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}
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}

‎erp/app/Modules/Accounting/Models/BankAccount.php‎

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<?php
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namespace App\Modules\Accounting\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\HasMany;
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class BankAccount extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id',
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'account_id',
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'name',
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'bank_name',
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'account_number',
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'currency',
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'current_balance',
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'last_reconciled_at',
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'is_active',
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];
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protected $casts = [
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'current_balance' => 'float',
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'is_active' => 'boolean',
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'last_reconciled_at' => 'date',
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];
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public function account(): BelongsTo
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{
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return $this->belongsTo(Account::class, 'account_id');
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}
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public function transactions(): HasMany
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{
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return $this->hasMany(BankTransaction::class, 'bank_account_id');
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}
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public function autoPostingRules(): HasMany
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{
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return $this->hasMany(AutoPostingRule::class, 'bank_account_id');
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}
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public function unreconciledTransactions(): HasMany
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{
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return $this->transactions()->where('status', 'unreconciled');
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}
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public function reconciledBalance(): float
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{
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$debits = $this->transactions()->where('status', 'reconciled')->where('type', 'debit')->sum('amount');
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$credits = $this->transactions()->where('status', 'reconciled')->where('type', 'credit')->sum('amount');
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return (float) ($credits - $debits);
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}
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}

‎erp/app/Modules/Accounting/Models/BankTransaction.php‎

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<?php
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namespace App\Modules\Accounting\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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class BankTransaction extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id',
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'bank_account_id',
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'journal_entry_id',
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'transaction_date',
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'reference',
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'description',
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'type',
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'amount',
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'status',
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'reconciled_at',
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];
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protected $casts = [
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'transaction_date' => 'date',
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'reconciled_at' => 'datetime',
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'amount' => 'float',
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];
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public function bankAccount(): BelongsTo
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{
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return $this->belongsTo(BankAccount::class, 'bank_account_id');
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}
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public function journalEntry(): BelongsTo
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{
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return $this->belongsTo(JournalEntry::class, 'journal_entry_id');
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}
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public function reconcile(): void
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{
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$this->status = 'reconciled';
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$this->reconciled_at = now();
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$this->save();
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$this->bankAccount->last_reconciled_at = now()->toDateString();
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$this->bankAccount->save();
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}
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public function unreconcile(): void
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{
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$this->status = 'unreconciled';
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$this->reconciled_at = null;
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$this->save();
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}
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}

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