feat(finance): Phase 69 — Price Lists & Customer Pricing with tiered pricing

https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d

Author: claude

erp/app/Modules/Finance/Http/Controllers/PriceListController.php

@@ -21,7 +21,7 @@ public function index(): Response
 
         $priceLists = PriceList::withCount(['items', 'contacts'])
             ->orderBy('name')
-            ->get();
+            ->paginate(15);
 
         return Inertia::render('Finance/PriceLists/Index', [
             'priceLists'  => $priceLists,
@@ -53,29 +53,46 @@ public function store(Request $request): RedirectResponse
         $data = $request->validate([
             'name'              => 'required|string|max:191',
             'description'       => 'nullable|string',
-            'currency_code'     => 'nullable|string|size:3',
+            'currency_code'     => 'required|string|size:3',
             'discount_percent'  => 'nullable|numeric|min:0|max:100',
             'is_active'         => 'boolean',
+            'is_default'        => 'boolean',
+            'valid_from'        => 'nullable|date',
+            'valid_to'          => 'nullable|date',
             'items'             => 'nullable|array',
             'items.*.product_id' => 'required|exists:products,id',
             'items.*.unit_price' => 'required|numeric|min:0',
         ]);
 
-        $priceList = DB::transaction(function () use ($data, $request) {
+        $tenantId = auth()->user()->tenant_id;
+
+        $priceList = DB::transaction(function () use ($data, $tenantId) {
+            // If setting as default, clear existing defaults
+            if (!empty($data['is_default'])) {
+                PriceList::where('tenant_id', $tenantId)
+                    ->where('is_default', true)
+                    ->update(['is_default' => false]);
+            }
+
             $list = PriceList::create([
-                'tenant_id'        => auth()->user()->tenant_id,
+                'tenant_id'        => $tenantId,
                 'name'             => $data['name'],
                 'description'      => $data['description'] ?? null,
-                'currency_code'    => $data['currency_code'] ?? 'USD',
+                'currency_code'    => $data['currency_code'],
                 'discount_percent' => $data['discount_percent'] ?? 0,
                 'is_active'        => $data['is_active'] ?? true,
+                'is_default'       => $data['is_default'] ?? false,
+                'valid_from'       => $data['valid_from'] ?? null,
+                'valid_to'         => $data['valid_to'] ?? null,
             ]);
 
             foreach ($data['items'] ?? [] as $item) {
                 PriceListItem::create([
+                    'tenant_id'     => $tenantId,
                     'price_list_id' => $list->id,
                     'product_id'    => $item['product_id'],
                     'unit_price'    => $item['unit_price'],
+                    'min_quantity'  => $item['min_quantity'] ?? 1,
                 ]);
             }
 
@@ -90,10 +107,11 @@ public function show(PriceList $priceList): Response
     {
         $this->authorize('view', $priceList);
 
-        $priceList->load(['items.product', 'contacts']);
+        $items = $priceList->items()->with('product')->paginate(15);
 
         return Inertia::render('Finance/PriceLists/Show', [
-            'priceList'   => $priceList,
+            'priceList'   => $priceList->load('contacts'),
+            'items'       => $items,
             'breadcrumbs' => [
                 ['label' => 'Finance'],
                 ['label' => 'Price Lists', 'href' => route('finance.price-lists.index')],
@@ -112,6 +130,9 @@ public function update(Request $request, PriceList $priceList): RedirectResponse
             'currency_code'     => 'nullable|string|size:3',
             'discount_percent'  => 'nullable|numeric|min:0|max:100',
             'is_active'         => 'boolean',
+            'is_default'        => 'boolean',
+            'valid_from'        => 'nullable|date',
+            'valid_to'          => 'nullable|date',
             'items'             => 'nullable|array',
             'items.*.product_id' => 'required|exists:products,id',
             'items.*.unit_price' => 'required|numeric|min:0',
@@ -124,15 +145,20 @@ public function update(Request $request, PriceList $priceList): RedirectResponse
                 'currency_code'    => $data['currency_code'] ?? 'USD',
                 'discount_percent' => $data['discount_percent'] ?? 0,
                 'is_active'        => $data['is_active'] ?? true,
+                'is_default'       => $data['is_default'] ?? false,
+                'valid_from'       => $data['valid_from'] ?? null,
+                'valid_to'         => $data['valid_to'] ?? null,
             ]);
 
             // Sync items
             $priceList->items()->delete();
             foreach ($data['items'] ?? [] as $item) {
                 PriceListItem::create([
+                    'tenant_id'     => $priceList->tenant_id,
                     'price_list_id' => $priceList->id,
                     'product_id'    => $item['product_id'],
                     'unit_price'    => $item['unit_price'],
+                    'min_quantity'  => $item['min_quantity'] ?? 1,
                 ]);
             }
         });
@@ -151,6 +177,36 @@ public function destroy(PriceList $priceList): RedirectResponse
             ->with('success', 'Price list deleted.');
     }
 
+    public function addItem(Request $request, PriceList $priceList): RedirectResponse
+    {
+        $this->authorize('create', PriceList::class);
+
+        $data = $request->validate([
+            'product_id'   => 'required|exists:products,id',
+            'unit_price'   => 'required|numeric|min:0',
+            'min_quantity' => 'required|integer|min:1',
+        ]);
+
+        PriceListItem::create([
+            'tenant_id'     => $priceList->tenant_id,
+            'price_list_id' => $priceList->id,
+            'product_id'    => $data['product_id'],
+            'unit_price'    => $data['unit_price'],
+            'min_quantity'  => $data['min_quantity'],
+        ]);
+
+        return redirect()->back()->with('success', 'Item added to price list.');
+    }
+
+    public function removeItem(PriceList $priceList, PriceListItem $item): RedirectResponse
+    {
+        $this->authorize('delete', $priceList);
+
+        $item->delete();
+
+        return redirect()->back()->with('success', 'Item removed from price list.');
+    }
+
     public function priceForContact(Request $request)
     {
         $this->authorize('viewAny', PriceList::class);

erp/app/Modules/Finance/Models/PriceList.php

@@ -13,12 +13,17 @@ class PriceList extends Model
     use SoftDeletes;
 
     protected $fillable = [
-        'tenant_id', 'name', 'description', 'currency_code', 'discount_percent', 'is_active',
+        'tenant_id', 'name', 'description', 'currency_code',
+        'discount_percent', 'is_active',
+        'is_default', 'valid_from', 'valid_to',
     ];
 
     protected $casts = [
         'discount_percent' => 'float',
         'is_active'        => 'boolean',
+        'is_default'       => 'boolean',
+        'valid_from'       => 'date',
+        'valid_to'         => 'date',
     ];
 
     public function items(): HasMany
@@ -31,6 +36,24 @@ public function contacts(): HasMany
         return $this->hasMany(Contact::class, 'price_list_id');
     }
 
+    public static function getDefault(int $tenantId): ?self
+    {
+        return static::where('is_default', true)
+            ->where('tenant_id', $tenantId)
+            ->first();
+    }
+
+    public function getPriceForProduct(int $productId, int $quantity = 1): ?float
+    {
+        $item = $this->items()
+            ->where('product_id', $productId)
+            ->where('min_quantity', '<=', $quantity)
+            ->orderBy('min_quantity', 'desc')
+            ->first();
+
+        return $item ? (float) $item->unit_price : null;
+    }
+
     public static function priceFor(int $priceListId, int $productId, float $defaultPrice): float
     {
         // First check for a product-specific override

erp/app/Modules/Finance/Models/PriceListItem.php

@@ -2,17 +2,21 @@
 
 namespace App\Modules\Finance\Models;
 
+use App\Modules\Core\Traits\BelongsToTenant;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
 
 class PriceListItem extends Model
 {
+    use BelongsToTenant;
+
     protected $fillable = [
-        'price_list_id', 'product_id', 'unit_price',
+        'tenant_id', 'price_list_id', 'product_id', 'unit_price', 'min_quantity',
     ];
 
     protected $casts = [
-        'unit_price' => 'float',
+        'unit_price'   => 'decimal:4',
+        'min_quantity' => 'integer',
     ];
 
     public function priceList(): BelongsTo

erp/app/Modules/Finance/Providers/FinanceServiceProvider.php

@@ -18,6 +18,7 @@
 use App\Modules\Finance\Models\Budget;
 use App\Modules\Finance\Models\BudgetLine;
 use App\Modules\Finance\Models\PriceList;
+use App\Modules\Finance\Models\PriceListItem;
 use App\Modules\Finance\Models\DepreciationEntry;
 use App\Modules\Finance\Models\FixedAsset;
 use App\Modules\Finance\Models\Attachment;
@@ -85,6 +86,7 @@ public function boot(): void
         Gate::policy(FixedAsset::class, FixedAssetPolicy::class);
         Gate::policy(DepreciationEntry::class, FixedAssetPolicy::class);
         Gate::policy(PriceList::class, PriceListPolicy::class);
+        Gate::policy(PriceListItem::class, PriceListPolicy::class);
         Gate::policy(Project::class, ProjectPolicy::class);
         Gate::policy(Attachment::class, AttachmentPolicy::class);
         Gate::policy(BatchPayment::class, BatchPaymentPolicy::class);

erp/app/Modules/Finance/routes/finance.php

@@ -169,6 +169,8 @@
 
     // Price Lists
     Route::get('price-lists/price-for-contact', [PriceListController::class, 'priceForContact'])->name('price-lists.price-for-contact');
+    Route::post('price-lists/{priceList}/items',          [PriceListController::class, 'addItem'])->name('price-lists.items.add');
+    Route::delete('price-lists/{priceList}/items/{item}', [PriceListController::class, 'removeItem'])->name('price-lists.items.remove');
     Route::resource('price-lists', PriceListController::class)->except(['edit']);
 
     // Projects

erp/database/migrations/2026_06_29_100001_add_tiered_pricing_columns_to_price_lists.php

@@ -0,0 +1,43 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::table('price_lists', function (Blueprint $table) {
+            $table->boolean('is_default')->default(false)->after('is_active');
+            $table->date('valid_from')->nullable()->after('is_default');
+            $table->date('valid_to')->nullable()->after('valid_from');
+        });
+
+        Schema::table('price_list_items', function (Blueprint $table) {
+            $table->unsignedBigInteger('tenant_id')->default(0)->after('id');
+            $table->unsignedInteger('min_quantity')->default(1)->after('unit_price');
+        });
+
+        // Drop the old unique constraint and add new one including min_quantity
+        Schema::table('price_list_items', function (Blueprint $table) {
+            $table->dropUnique(['price_list_id', 'product_id']);
+            $table->unique(['price_list_id', 'product_id', 'min_quantity']);
+            $table->index('tenant_id');
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::table('price_list_items', function (Blueprint $table) {
+            $table->dropUnique(['price_list_id', 'product_id', 'min_quantity']);
+            $table->dropIndex(['tenant_id']);
+            $table->unique(['price_list_id', 'product_id']);
+            $table->dropColumn(['tenant_id', 'min_quantity']);
+        });
+
+        Schema::table('price_lists', function (Blueprint $table) {
+            $table->dropColumn(['is_default', 'valid_from', 'valid_to']);
+        });
+    }
+};