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feat(finance): Phase 74 — Service Agreements & Maintenance Contracts
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent 6c5562d commit 00df34d

16 files changed

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‎erp/app/Modules/Finance/Http/Controllers/ServiceAgreementController.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\Contact;
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use App\Modules\Finance\Models\MaintenanceLog;
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use App\Modules\Finance\Models\ServiceAgreement;
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use App\Modules\Finance\Models\ServiceAgreementItem;
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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 ServiceAgreementController 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', ServiceAgreement::class);
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$query = ServiceAgreement::with('contact')->orderByDesc('created_at');
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if ($request->filled('status')) {
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$query->where('status', $request->status);
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}
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$agreements = $query->paginate(15)->withQueryString();
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return Inertia::render('Finance/ServiceAgreements/Index', [
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'agreements' => $agreements,
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'filters' => $request->only('status'),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', ServiceAgreement::class);
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$contacts = Contact::orderBy('name')->get(['id', 'name', 'email']);
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return Inertia::render('Finance/ServiceAgreements/Create', [
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'contacts' => $contacts,
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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', ServiceAgreement::class);
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$validated = $request->validate([
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'title' => ['required', 'string', 'max:255'],
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'contact_id' => ['nullable', 'exists:contacts,id'],
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'agreement_type' => ['required', 'in:maintenance,support,sla,retainer'],
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'billing_cycle' => ['required', 'in:monthly,quarterly,annually,one_time'],
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'start_date' => ['nullable', 'date'],
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'end_date' => ['nullable', 'date'],
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'value' => ['nullable', 'numeric', 'min:0'],
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'auto_renew' => ['boolean'],
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'description' => ['nullable', 'string'],
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'terms' => ['nullable', 'string'],
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]);
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$agreement = ServiceAgreement::create(array_merge($validated, [
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'tenant_id' => $request->user()->tenant_id,
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'status' => 'draft',
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]));
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return redirect()->route('finance.service-agreements.show', $agreement);
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}
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public function show(ServiceAgreement $serviceAgreement): Response
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{
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$this->authorize('view', $serviceAgreement);
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$serviceAgreement->load(['serviceItems', 'maintenanceLogs.technician', 'contact']);
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$data = $serviceAgreement->toArray();
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$data['is_expired'] = $serviceAgreement->is_expired;
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$data['is_expiring'] = $serviceAgreement->is_expiring;
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$data['days_remaining'] = $serviceAgreement->days_remaining;
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return Inertia::render('Finance/ServiceAgreements/Show', [
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'agreement' => $data,
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]);
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}
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public function destroy(ServiceAgreement $serviceAgreement): RedirectResponse
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{
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$this->authorize('delete', $serviceAgreement);
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$serviceAgreement->delete();
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return redirect()->route('finance.service-agreements.index');
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}
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public function activate(Request $request, ServiceAgreement $serviceAgreement): RedirectResponse
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{
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$this->authorize('update', $serviceAgreement);
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$serviceAgreement->activate();
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return redirect()->back()->with('success', 'Agreement activated.');
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}
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public function terminate(Request $request, ServiceAgreement $serviceAgreement): RedirectResponse
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{
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$this->authorize('update', $serviceAgreement);
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$serviceAgreement->terminate();
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return redirect()->back()->with('success', 'Agreement terminated.');
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}
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public function addItem(Request $request, ServiceAgreement $serviceAgreement): RedirectResponse
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{
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$this->authorize('create', ServiceAgreement::class);
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$validated = $request->validate([
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'description' => ['required', 'string'],
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'quantity' => ['required', 'integer', 'min:1'],
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'unit_price' => ['required', 'numeric', 'min:0'],
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]);
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$item = ServiceAgreementItem::create(array_merge($validated, [
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'service_agreement_id' => $serviceAgreement->id,
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'tenant_id' => $serviceAgreement->tenant_id,
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'total_price' => 0,
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]));
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$item->calculateTotal();
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return redirect()->back()->with('success', 'Item added.');
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}
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public function addLog(Request $request, ServiceAgreement $serviceAgreement): RedirectResponse
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{
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$this->authorize('create', ServiceAgreement::class);
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$validated = $request->validate([
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'log_date' => ['required', 'date'],
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'description' => ['required', 'string'],
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'status' => ['nullable', 'in:scheduled,completed,cancelled'],
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'hours_spent' => ['nullable', 'numeric'],
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'next_service_date' => ['nullable', 'date'],
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'technician_id' => ['nullable', 'exists:users,id'],
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]);
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$validated['status'] = $validated['status'] ?? 'scheduled';
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MaintenanceLog::create(array_merge($validated, [
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'service_agreement_id' => $serviceAgreement->id,
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'tenant_id' => $serviceAgreement->tenant_id,
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]));
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return redirect()->back()->with('success', 'Log added.');
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}
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public function completeLog(Request $request, ServiceAgreement $serviceAgreement, MaintenanceLog $log): RedirectResponse
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{
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$this->authorize('create', ServiceAgreement::class);
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$validated = $request->validate([
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'resolution' => ['required', 'string'],
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]);
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$log->complete($validated['resolution']);
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return redirect()->back()->with('success', 'Log completed.');
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}
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}

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

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<?php
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namespace App\Modules\Finance\Models;
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use App\Models\User;
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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 MaintenanceLog extends Model
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{
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use BelongsToTenant;
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protected $table = 'maintenance_logs';
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protected $fillable = [
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'tenant_id', 'service_agreement_id', 'technician_id', 'log_date',
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'description', 'status', 'resolution', 'hours_spent', 'next_service_date',
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];
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protected $casts = [
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'log_date' => 'date',
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'next_service_date' => 'date',
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'hours_spent' => 'decimal:2',
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];
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public function agreement(): BelongsTo
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{
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return $this->belongsTo(ServiceAgreement::class, 'service_agreement_id');
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}
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public function technician(): BelongsTo
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{
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return $this->belongsTo(User::class, 'technician_id');
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}
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public function complete(string $resolution): void
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{
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$this->status = 'completed';
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$this->resolution = $resolution;
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$this->save();
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}
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}

‎erp/app/Modules/Finance/Models/ServiceAgreement.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 ServiceAgreement extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $table = 'service_agreements';
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protected $fillable = [
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'tenant_id', 'contact_id', 'title', 'description', 'agreement_type',
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'status', 'start_date', 'end_date', 'value', 'billing_cycle',
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'auto_renew', 'terms', 'signed_at',
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];
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protected $casts = [
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'start_date' => 'date',
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'end_date' => 'date',
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'signed_at' => 'date',
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'value' => 'decimal:2',
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'auto_renew' => 'boolean',
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];
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public function contact(): BelongsTo
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{
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return $this->belongsTo(Contact::class);
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}
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public function serviceItems(): HasMany
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{
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return $this->hasMany(ServiceAgreementItem::class);
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}
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public function maintenanceLogs(): HasMany
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{
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return $this->hasMany(MaintenanceLog::class);
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}
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public function activate(): void
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{
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$this->status = 'active';
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$this->save();
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}
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public function terminate(): void
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{
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$this->status = 'terminated';
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$this->save();
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}
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public function getIsExpiredAttribute(): bool
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{
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return $this->end_date !== null
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&& $this->end_date->isPast()
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&& $this->status !== 'terminated';
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}
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public function getIsExpiringAttribute(): bool
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{
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return $this->end_date !== null
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&& $this->end_date->diffInDays(now()) <= 30
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&& $this->end_date->isFuture()
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&& $this->status === 'active';
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}
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public function getDaysRemainingAttribute(): ?int
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{
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if ($this->end_date === null) {
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return null;
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}
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if ($this->end_date->isPast()) {
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return 0;
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}
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return (int) now()->diffInDays($this->end_date);
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}
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}

‎erp/app/Modules/Finance/Models/ServiceAgreementItem.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 ServiceAgreementItem extends Model
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{
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use BelongsToTenant;
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protected $table = 'service_agreement_items';
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protected $fillable = [
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'tenant_id', 'service_agreement_id', 'description',
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'quantity', 'unit_price', 'total_price',
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];
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protected $casts = [
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'quantity' => 'integer',
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'unit_price' => 'decimal:2',
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'total_price' => 'decimal:2',
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];
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public function agreement(): BelongsTo
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{
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return $this->belongsTo(ServiceAgreement::class, 'service_agreement_id');
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}
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public function calculateTotal(): void
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{
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$this->total_price = $this->quantity * $this->unit_price;
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$this->save();
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}
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}

‎erp/app/Modules/Finance/Policies/ServiceAgreementPolicy.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\ServiceAgreement;
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class ServiceAgreementPolicy
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{
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public function viewAny(User $user): bool { return $user->can('finance.view'); }
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public function view(User $user, ServiceAgreement $serviceAgreement): bool { return $user->can('finance.view'); }
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public function create(User $user): bool { return $user->can('finance.create'); }
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public function update(User $user, ServiceAgreement $serviceAgreement): bool { return $user->can('finance.create'); }
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public function delete(User $user, ServiceAgreement $serviceAgreement): bool { return $user->can('finance.delete'); }
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}

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

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use App\Modules\Finance\Models\TaxGroup;
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use App\Modules\Finance\Models\TaxGroupItem;
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use App\Modules\Finance\Policies\TaxPolicy;
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use App\Modules\Finance\Models\ServiceAgreement;
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use App\Modules\Finance\Models\ServiceAgreementItem;
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use App\Modules\Finance\Models\MaintenanceLog;
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use App\Modules\Finance\Policies\ServiceAgreementPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(TaxGroup::class, TaxPolicy::class);
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Gate::policy(TaxGroupItem::class, TaxPolicy::class);
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Gate::policy(ServiceAgreement::class, ServiceAgreementPolicy::class);
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Gate::policy(ServiceAgreementItem::class, ServiceAgreementPolicy::class);
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Gate::policy(MaintenanceLog::class, ServiceAgreementPolicy::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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use App\Modules\Finance\Http\Controllers\ReturnRequestController;
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use App\Modules\Finance\Http\Controllers\TaxRateController;
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use App\Modules\Finance\Http\Controllers\TaxGroupController;
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use App\Modules\Finance\Http\Controllers\ServiceAgreementController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::delete('tax-groups/{taxGroup}/rates/{item}', [TaxGroupController::class, 'removeRate'])->name('tax-groups.rates.remove');
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Route::resource('tax-groups', TaxGroupController::class)->except(['edit', 'update']);
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// Service Agreements — custom actions BEFORE resource
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Route::post('service-agreements/{serviceAgreement}/activate', [ServiceAgreementController::class, 'activate'])->name('service-agreements.activate');
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Route::post('service-agreements/{serviceAgreement}/terminate', [ServiceAgreementController::class, 'terminate'])->name('service-agreements.terminate');
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Route::post('service-agreements/{serviceAgreement}/items', [ServiceAgreementController::class, 'addItem'])->name('service-agreements.items.add');
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Route::post('service-agreements/{serviceAgreement}/logs', [ServiceAgreementController::class, 'addLog'])->name('service-agreements.logs.add');
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Route::post('service-agreements/{serviceAgreement}/logs/{log}/complete', [ServiceAgreementController::class, 'completeLog'])->name('service-agreements.logs.complete');
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Route::resource('service-agreements', ServiceAgreementController::class)->except(['edit', 'update']);
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});

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