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feat(finance): Phase 120 — Finance Debit Notes
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/DebitNoteController.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\DebitNote;
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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 DebitNoteController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', DebitNote::class);
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$debitNotes = DebitNote::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/DebitNotes/Index', compact('debitNotes'));
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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', DebitNote::class);
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$validated = $request->validate([
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'vendor_id' => 'nullable|exists:contacts,id',
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'vendor_bill_id'=> 'nullable|exists:vendor_bills,id',
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'issue_date' => 'required|date',
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'currency' => 'nullable|string|max:3',
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'reason' => 'nullable|string',
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]);
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$validated['tenant_id'] = app('tenant')->id;
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$validated['created_by'] = auth()->id();
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DebitNote::create($validated);
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return back()->with('success', 'Debit note created.');
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}
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public function show(DebitNote $debitNote): Response
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{
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$this->authorize('view', $debitNote);
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return Inertia::render('Finance/DebitNotes/Show', compact('debitNote'));
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}
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public function issue(DebitNote $debitNote): RedirectResponse
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{
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$this->authorize('update', $debitNote);
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$debitNote->issue();
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return back()->with('success', 'Debit note issued.');
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}
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public function apply(DebitNote $debitNote): RedirectResponse
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{
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$this->authorize('update', $debitNote);
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$debitNote->apply();
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return back()->with('success', 'Debit note applied.');
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}
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public function void(DebitNote $debitNote): RedirectResponse
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{
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$this->authorize('update', $debitNote);
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$debitNote->void();
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return back()->with('success', 'Debit note voided.');
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}
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public function destroy(DebitNote $debitNote): RedirectResponse
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{
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$this->authorize('delete', $debitNote);
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$debitNote->delete();
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return back()->with('success', 'Debit note deleted.');
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}
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}

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

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<?php
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namespace App\Modules\Finance\Models;
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use App\Modules\Core\Traits\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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use Illuminate\Database\Eloquent\Relations\HasMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class DebitNote extends Model
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{
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use BelongsToTenant, SoftDeletes;
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protected $fillable = [
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'tenant_id', 'debit_note_number', 'vendor_id', 'vendor_bill_id',
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'issue_date', 'currency', 'subtotal', 'tax', 'total',
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'status', 'reason', 'created_by',
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];
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protected $attributes = [
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'status' => 'draft',
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];
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protected $casts = [
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'issue_date' => 'date',
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'subtotal' => 'float',
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'tax' => 'float',
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'total' => 'float',
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];
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// Relations
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public function items(): HasMany
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{
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return $this->hasMany(DebitNoteItem::class);
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}
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public function vendor(): BelongsTo
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{
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return $this->belongsTo(Contact::class, 'vendor_id');
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}
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// Methods
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public function generateDebitNoteNumber(): string
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{
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return 'DN-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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public function recalculateTotals(): void
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{
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$items = $this->items()->get();
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$subtotal = $items->sum(fn ($item) => $item->quantity * $item->unit_price);
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$tax = $items->sum(fn ($item) => $item->quantity * $item->unit_price * $item->tax_rate / 100);
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$this->subtotal = $subtotal;
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$this->tax = $tax;
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$this->total = $subtotal + $tax;
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$this->save();
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}
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public function issue(): void
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{
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$this->status = 'issued';
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if (is_null($this->debit_note_number)) {
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$this->debit_note_number = $this->generateDebitNoteNumber();
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}
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$this->save();
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}
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public function apply(): void
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{
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$this->status = 'applied';
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$this->save();
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}
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public function void(): void
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{
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$this->status = 'void';
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$this->save();
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}
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// Accessors
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public function getIsOpenAttribute(): bool
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{
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return in_array($this->status, ['draft', 'issued']);
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}
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public function getIsAvailableAttribute(): bool
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{
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return $this->status === 'issued';
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}
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}

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

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<?php
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namespace App\Modules\Finance\Models;
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use App\Modules\Core\Traits\BelongsToTenant;
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use Illuminate\Database\Eloquent\Model;
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use Illuminate\Database\Eloquent\Relations\BelongsTo;
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class DebitNoteItem extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id', 'debit_note_id', 'description',
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'quantity', 'unit_price', 'tax_rate', 'line_total',
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];
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protected $casts = [
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'quantity' => 'float',
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'unit_price' => 'float',
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'tax_rate' => 'float',
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'line_total' => 'float',
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];
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public function debitNote(): BelongsTo
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{
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return $this->belongsTo(DebitNote::class);
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}
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public function getLineTotalAttribute(): float
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{
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return (float) $this->quantity * (float) $this->unit_price;
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}
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}

‎erp/app/Modules/Finance/Policies/DebitNotePolicy.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\DebitNote;
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class DebitNotePolicy
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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, DebitNote $debitNote): 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, DebitNote $debitNote): 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, DebitNote $debitNote): 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\Models\CustomerGroup;
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use App\Modules\Finance\Policies\AdvancePaymentPolicy;
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use App\Modules\Finance\Policies\CustomerGroupPolicy;
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use App\Modules\Finance\Models\DebitNote;
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use App\Modules\Finance\Models\DebitNoteItem;
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use App\Modules\Finance\Policies\DebitNotePolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(PettyCashTransaction::class, PettyCashPolicy::class);
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Gate::policy(BankTransfer::class, BankTransferPolicy::class);
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Gate::policy(CustomerGroup::class, CustomerGroupPolicy::class);
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Gate::policy(AdvancePayment::class, AdvancePaymentPolicy::class);
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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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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('advance-payments/{advancePayment}/refund', [AdvancePaymentController::class, 'refund'])->name('advance-payments.refund');
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Route::resource('advance-payments', AdvancePaymentController::class)->except(['create', 'edit', 'update']);
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});
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// Debit Notes — custom actions BEFORE resource
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use App\Modules\Finance\Http\Controllers\DebitNoteController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('debit-notes/{debitNote}/issue', [DebitNoteController::class, 'issue'])->name('debit-notes.issue');
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Route::post('debit-notes/{debitNote}/apply', [DebitNoteController::class, 'apply'])->name('debit-notes.apply');
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Route::post('debit-notes/{debitNote}/void', [DebitNoteController::class, 'void'])->name('debit-notes.void');
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Route::resource('debit-notes', DebitNoteController::class)->only(['index', 'store', 'show', 'destroy']);
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});

‎erp/database/migrations/2026_08_19_100001_create_debit_notes_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('debit_notes', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->string('debit_note_number')->nullable();
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$table->unsignedBigInteger('vendor_id')->nullable(); // references contacts
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$table->unsignedBigInteger('vendor_bill_id')->nullable(); // optional link to bill
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$table->date('issue_date');
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$table->string('currency')->default('USD');
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$table->decimal('subtotal', 15, 2)->default(0);
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$table->decimal('tax', 15, 2)->default(0);
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$table->decimal('total', 15, 2)->default(0);
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$table->string('status')->default('draft'); // draft/issued/applied/void
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$table->text('reason')->nullable();
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$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('debit_notes');
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}
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};

‎erp/database/migrations/2026_08_19_100002_create_debit_note_items_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('debit_note_items', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->unsignedBigInteger('debit_note_id');
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$table->string('description');
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$table->decimal('quantity', 10, 2)->default(1);
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$table->decimal('unit_price', 15, 2)->default(0);
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$table->decimal('tax_rate', 5, 2)->default(0);
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$table->decimal('line_total', 15, 2)->default(0);
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$table->timestamps();
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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('debit_note_items');
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}
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};

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

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import React from 'react';
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export default function DebitNoteIndex() {
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return <div>Debit Notes</div>;
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}

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

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import React from 'react';
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export default function DebitNoteShow() {
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return <div>Debit Note</div>;
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}

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