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feat(finance): Phase 125 — Finance Intercompany Transactions
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/IntercompanyController.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\IntercompanyTransaction;
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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 IntercompanyController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', IntercompanyTransaction::class);
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$transactions = IntercompanyTransaction::where('tenant_id', app('tenant')->id)
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->latest()
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->paginate(20);
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return Inertia::render('Finance/Intercompany/Index', compact('transactions'));
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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', IntercompanyTransaction::class);
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$validated = $request->validate([
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'from_entity' => 'required|string|max:255',
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'to_entity' => 'required|string|max:255',
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'amount' => 'required|numeric|min:0.01',
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'currency' => 'nullable|string|max:3',
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'transaction_date' => 'required|date',
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'transaction_type' => 'required|string|max:50',
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'description' => 'nullable|string',
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]);
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$validated['tenant_id'] = app('tenant')->id;
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$validated['created_by'] = auth()->id();
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IntercompanyTransaction::create($validated);
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return back()->with('success', 'Transaction created.');
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}
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public function show(IntercompanyTransaction $intercompany): Response
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{
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$this->authorize('view', $intercompany);
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return Inertia::render('Finance/Intercompany/Show', ['transaction' => $intercompany]);
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}
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public function post(IntercompanyTransaction $intercompany): RedirectResponse
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{
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$this->authorize('update', $intercompany);
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$intercompany->post();
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return back()->with('success', 'Transaction posted.');
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}
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public function reconcile(IntercompanyTransaction $intercompany): RedirectResponse
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{
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$this->authorize('update', $intercompany);
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$intercompany->reconcile();
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return back()->with('success', 'Transaction reconciled.');
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}
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public function reverse(IntercompanyTransaction $intercompany): RedirectResponse
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{
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$this->authorize('update', $intercompany);
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$intercompany->reverse();
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return back()->with('success', 'Transaction reversed.');
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}
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public function destroy(IntercompanyTransaction $intercompany): RedirectResponse
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{
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$this->authorize('delete', $intercompany);
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$intercompany->delete();
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return back()->with('success', 'Transaction deleted.');
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}
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}

‎erp/app/Modules/Finance/Models/IntercompanyTransaction.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\SoftDeletes;
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class IntercompanyTransaction extends Model
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{
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use BelongsToTenant, SoftDeletes;
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protected $attributes = [
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'status' => 'draft',
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'currency' => 'USD',
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];
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protected $fillable = [
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'tenant_id', 'transaction_number', 'from_entity', 'to_entity',
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'amount', 'currency', 'transaction_date', 'transaction_type',
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'description', 'status', 'created_by',
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];
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protected $casts = [
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'amount' => 'float',
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'transaction_date' => 'date',
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];
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public function generateTransactionNumber(): string
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{
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return 'IC-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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public function post(): void
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{
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$this->status = 'posted';
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if (is_null($this->transaction_number)) {
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$this->transaction_number = $this->generateTransactionNumber();
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}
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$this->save();
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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->save();
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}
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public function reverse(): void
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{
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$this->status = 'reversed';
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$this->save();
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}
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public function getIsPostedAttribute(): bool
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{
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return $this->status === 'posted';
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}
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public function getIsDraftAttribute(): bool
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{
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return $this->status === 'draft';
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}
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}

‎erp/app/Modules/Finance/Policies/IntercompanyPolicy.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\IntercompanyTransaction;
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class IntercompanyPolicy
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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, IntercompanyTransaction $transaction): 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, IntercompanyTransaction $transaction): 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, IntercompanyTransaction $transaction): 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\DebitNotePolicy;
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use App\Modules\Finance\Models\WriteOff;
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use App\Modules\Finance\Policies\WriteOffPolicy;
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use App\Modules\Finance\Models\IntercompanyTransaction;
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use App\Modules\Finance\Policies\IntercompanyPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(AdvancePayment::class, AdvancePaymentPolicy::class);
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Gate::policy(DebitNote::class, DebitNotePolicy::class);
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Gate::policy(DebitNoteItem::class, DebitNotePolicy::class);
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Gate::policy(WriteOff::class, WriteOffPolicy::class);
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Gate::policy(WriteOff::class, WriteOffPolicy::class);
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Gate::policy(IntercompanyTransaction::class, IntercompanyPolicy::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('write-offs/{writeOff}/reverse', [WriteOffController::class, 'reverse'])->name('write-offs.reverse');
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Route::resource('write-offs', WriteOffController::class)->only(['index', 'store', 'show', 'destroy']);
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});
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// Intercompany Transactions — custom actions BEFORE resource
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use App\Modules\Finance\Http\Controllers\IntercompanyController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('intercompany/{intercompany}/post', [IntercompanyController::class, 'post'])->name('intercompany.post');
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Route::post('intercompany/{intercompany}/reconcile', [IntercompanyController::class, 'reconcile'])->name('intercompany.reconcile');
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Route::post('intercompany/{intercompany}/reverse', [IntercompanyController::class, 'reverse'])->name('intercompany.reverse');
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Route::resource('intercompany', IntercompanyController::class)->only(['index', 'store', 'show', 'destroy']);
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});

‎erp/database/migrations/2026_08_24_100001_create_intercompany_transactions_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('intercompany_transactions', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->string('transaction_number')->nullable();
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$table->string('from_entity'); // name/identifier of sending entity
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$table->string('to_entity'); // name/identifier of receiving entity
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$table->decimal('amount', 15, 2);
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$table->string('currency')->default('USD');
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$table->date('transaction_date');
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$table->string('transaction_type'); // loan/dividend/recharge/transfer/other
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$table->text('description')->nullable();
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$table->string('status')->default('draft'); // draft/posted/reconciled/reversed
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$table->unsignedBigInteger('created_by')->nullable();
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$table->timestamps();
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$table->softDeletes();
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});
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}
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public function down(): void
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{
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Schema::dropIfExists('intercompany_transactions');
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}
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};

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

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import React from 'react';
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export default function IntercompanyIndex() {
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return <div>Intercompany Transactions</div>;
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}

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

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import React from 'react';
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export default function IntercompanyShow() {
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return <div>Intercompany Transaction</div>;
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}

‎erp/tests/Feature/Finance/IntercompanyTest.php‎

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<?php
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use App\Models\User;
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use App\Modules\Core\Models\Tenant;
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use App\Modules\Finance\Models\IntercompanyTransaction;
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use Database\Seeders\RolePermissionSeeder;
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beforeEach(function () {
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$this->seed(RolePermissionSeeder::class);
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$this->tenant = Tenant::create(['name' => 'ICcorp', 'slug' => 'ic-corp-' . uniqid()]);
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$this->admin = User::factory()->create(['tenant_id' => $this->tenant->id]);
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$this->admin->assignRole('super-admin');
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$this->actingAs($this->admin);
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app()->instance('tenant', $this->tenant);
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});
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function makeICTransaction(array $attrs = []): IntercompanyTransaction
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{
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return IntercompanyTransaction::create([
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'tenant_id' => test()->tenant->id,
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'from_entity' => 'Parent Co',
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'to_entity' => 'Subsidiary A',
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'amount' => 10000.00,
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'transaction_date' => now()->toDateString(),
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'transaction_type' => 'recharge',
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'created_by' => test()->admin->id,
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...$attrs,
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]);
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}
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it('index requires authentication', function () {
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$this->post('/logout');
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$this->get('/finance/intercompany')->assertRedirect('/login');
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});
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it('admin can list intercompany transactions', function () {
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makeICTransaction();
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$this->get('/finance/intercompany')->assertOk();
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});
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it('store creates an intercompany transaction', function () {
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$this->post('/finance/intercompany', [
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'from_entity' => 'HQ',
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'to_entity' => 'Branch',
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'amount' => 5000.00,
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'transaction_date' => now()->toDateString(),
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'transaction_type' => 'loan',
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])->assertRedirect();
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expect(IntercompanyTransaction::where('tenant_id', test()->tenant->id)->where('transaction_type', 'loan')->exists())->toBeTrue();
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});
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it('store validates required fields', function () {
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$this->postJson('/finance/intercompany', [])->assertStatus(422)->assertJsonValidationErrors(['from_entity', 'to_entity', 'amount', 'transaction_date', 'transaction_type']);
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});
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it('show displays a transaction', function () {
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$tx = makeICTransaction();
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$this->get("/finance/intercompany/{$tx->id}")->assertOk();
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});
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it('post transitions status to posted', function () {
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$tx = makeICTransaction();
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expect($tx->is_draft)->toBeTrue();
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$this->post("/finance/intercompany/{$tx->id}/post")->assertRedirect();
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$tx->refresh();
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expect($tx->is_posted)->toBeTrue();
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expect($tx->transaction_number)->not->toBeNull();
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});
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it('reconcile transitions status to reconciled', function () {
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$tx = makeICTransaction(['status' => 'posted']);
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$this->post("/finance/intercompany/{$tx->id}/reconcile")->assertRedirect();
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$tx->refresh();
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expect($tx->status)->toBe('reconciled');
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});
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it('reverse transitions status to reversed', function () {
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$tx = makeICTransaction(['status' => 'posted']);
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$this->post("/finance/intercompany/{$tx->id}/reverse")->assertRedirect();
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$tx->refresh();
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expect($tx->status)->toBe('reversed');
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});
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it('transaction_number starts with IC- after posting', function () {
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$tx = makeICTransaction();
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$this->post("/finance/intercompany/{$tx->id}/post")->assertRedirect();
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$tx->refresh();
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expect($tx->transaction_number)->toStartWith('IC-');
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});
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it('destroy soft-deletes the transaction', function () {
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$tx = makeICTransaction();
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$this->delete("/finance/intercompany/{$tx->id}")->assertRedirect();
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expect(IntercompanyTransaction::find($tx->id))->toBeNull();
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expect(IntercompanyTransaction::withTrashed()->find($tx->id))->not->toBeNull();
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});

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