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feat(finance): Phase 70 — Tax Management with rates, groups, and compound tax
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
1 parent de9c1e9 commit 7d867b3

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Lines changed: 1226 additions & 0 deletions

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‎erp/app/Modules/Finance/Http/Controllers/TaxGroupController.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\TaxGroup;
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use App\Modules\Finance\Models\TaxGroupItem;
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use App\Modules\Finance\Models\TaxRate;
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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 TaxGroupController 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', TaxGroup::class);
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$taxGroups = TaxGroup::withCount('items')
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->latest()
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->paginate(15)
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->withQueryString();
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return Inertia::render('Finance/TaxGroups/Index', [
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'taxGroups' => $taxGroups,
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]);
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}
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public function create(): Response
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{
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$taxRates = TaxRate::active()->orderBy('name')->get();
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return Inertia::render('Finance/TaxGroups/Create', [
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'taxRates' => $taxRates,
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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', TaxGroup::class);
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$validated = $request->validate([
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'name' => ['required', 'string', 'max:255'],
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'description' => ['nullable', 'string'],
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]);
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$taxGroup = TaxGroup::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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]);
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return redirect()->route('finance.tax-groups.show', $taxGroup)
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->with('success', 'Tax group created successfully.');
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}
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public function show(TaxGroup $taxGroup): Response
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{
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$taxGroup->load('items.taxRate');
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return Inertia::render('Finance/TaxGroups/Show', [
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'taxGroup' => $taxGroup->append('total_rate'),
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]);
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}
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public function destroy(TaxGroup $taxGroup): RedirectResponse
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{
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$this->authorize('delete', $taxGroup);
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$taxGroup->delete();
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return redirect()->route('finance.tax-groups.index')
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->with('success', 'Tax group deleted successfully.');
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}
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public function addRate(Request $request, TaxGroup $taxGroup): RedirectResponse
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{
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$this->authorize('create', $taxGroup);
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$validated = $request->validate([
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'tax_rate_id' => ['required', 'exists:tax_rates,id'],
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]);
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TaxGroupItem::updateOrCreate(
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[
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'tax_group_id' => $taxGroup->id,
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'tax_rate_id' => $validated['tax_rate_id'],
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],
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[
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'tenant_id' => auth()->user()->tenant_id,
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]
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);
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return redirect()->back()->with('success', 'Tax rate added to group.');
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}
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public function removeRate(TaxGroup $taxGroup, TaxGroupItem $item): RedirectResponse
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{
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$this->authorize('delete', $taxGroup);
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$item->delete();
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return redirect()->back()->with('success', 'Tax rate removed from group.');
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}
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}

‎erp/app/Modules/Finance/Http/Controllers/TaxRateController.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\TaxRate;
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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 TaxRateController 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', TaxRate::class);
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$taxRates = TaxRate::when($request->tax_type, fn ($q) => $q->where('tax_type', $request->tax_type))
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->latest()
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->paginate(20)
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->withQueryString();
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return Inertia::render('Finance/TaxRates/Index', [
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'taxRates' => $taxRates,
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'filters' => $request->only(['tax_type']),
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]);
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}
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public function create(): Response
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{
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return Inertia::render('Finance/TaxRates/Create');
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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', TaxRate::class);
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$validated = $request->validate([
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'name' => ['required', 'string', 'max:255'],
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'rate' => ['required', 'numeric', 'min:0', 'max:100'],
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'tax_type' => ['required', 'in:sales,purchase,both'],
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'is_compound' => ['boolean'],
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'is_active' => ['boolean'],
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]);
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TaxRate::create([
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...$validated,
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'tenant_id' => auth()->user()->tenant_id,
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]);
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return redirect()->route('finance.tax-rates.index')
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->with('success', 'Tax rate created successfully.');
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}
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public function show(TaxRate $taxRate): Response
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{
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return Inertia::render('Finance/TaxRates/Show', [
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'taxRate' => $taxRate->load('taxGroupItems'),
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]);
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}
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public function destroy(TaxRate $taxRate): RedirectResponse
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{
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$this->authorize('delete', $taxRate);
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$taxRate->delete();
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return redirect()->route('finance.tax-rates.index')
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->with('success', 'Tax rate deleted successfully.');
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}
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}

‎erp/app/Modules/Finance/Models/TaxGroup.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\HasMany;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class TaxGroup extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $table = 'tax_groups';
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protected $fillable = [
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'tenant_id', 'name', 'description', 'is_active',
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];
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protected $casts = [
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'is_active' => 'boolean',
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];
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public function items(): HasMany
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{
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return $this->hasMany(TaxGroupItem::class);
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}
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public function calculateTotalTax(float $amount): float
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{
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if (!$this->relationLoaded('items')) {
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$this->load('items.taxRate');
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}
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$sum = 0.0;
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foreach ($this->items as $item) {
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if ($item->taxRate) {
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$sum += $item->taxRate->calculateTax($amount);
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}
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}
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return (float) $sum;
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}
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public function getTotalRateAttribute(): float
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{
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if (!$this->relationLoaded('items')) {
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$this->load('items.taxRate');
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}
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$sum = 0.0;
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foreach ($this->items as $item) {
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if ($item->taxRate) {
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$sum += (float) $item->taxRate->rate;
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}
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}
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return $sum;
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}
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}

‎erp/app/Modules/Finance/Models/TaxGroupItem.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 TaxGroupItem extends Model
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{
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use BelongsToTenant;
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protected $table = 'tax_group_items';
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protected $fillable = [
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'tenant_id', 'tax_group_id', 'tax_rate_id',
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];
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public function taxGroup(): BelongsTo
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{
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return $this->belongsTo(TaxGroup::class);
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}
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public function taxRate(): BelongsTo
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{
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return $this->belongsTo(TaxRate::class);
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}
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}

‎erp/app/Modules/Finance/Models/TaxRate.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 TaxRate extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $table = 'tax_rates';
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protected $fillable = [
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'tenant_id', 'name', 'rate', 'tax_type',
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'is_compound', 'is_active', 'account_id',
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];
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protected $casts = [
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'rate' => 'decimal:4',
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'is_compound' => 'boolean',
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'is_active' => 'boolean',
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];
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public function account(): BelongsTo
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{
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return $this->belongsTo(Account::class);
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}
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public function taxGroupItems(): HasMany
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{
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return $this->hasMany(TaxGroupItem::class);
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}
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public function calculateTax(float $amount): float
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{
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return round($amount * $this->rate / 100, 4);
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}
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public function scopeActive($query)
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{
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return $query->where('is_active', true);
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}
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public function scopeForSales($query)
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{
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return $query->whereIn('tax_type', ['sales', 'both']);
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}
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public function scopeForPurchase($query)
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{
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return $query->whereIn('tax_type', ['purchase', 'both']);
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}
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}

‎erp/app/Modules/Finance/Policies/TaxPolicy.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\TaxGroup;
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use App\Modules\Finance\Models\TaxGroupItem;
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use App\Modules\Finance\Models\TaxRate;
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class TaxPolicy
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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, mixed $model): bool { return $user->can('finance.view'); }
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public function create(User $user, mixed $model = null): bool { return $user->can('finance.create'); }
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public function update(User $user, mixed $model): bool { return $user->can('finance.create'); }
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public function delete(User $user, mixed $model): 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\ReturnRequest;
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use App\Modules\Finance\Models\ReturnRequestItem;
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use App\Modules\Finance\Policies\ReturnRequestPolicy;
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use App\Modules\Finance\Models\TaxRate;
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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 Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(ReturnRequest::class, ReturnRequestPolicy::class);
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Gate::policy(ReturnRequestItem::class, ReturnRequestPolicy::class);
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Gate::policy(TaxRate::class, TaxPolicy::class);
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Gate::policy(TaxGroup::class, TaxPolicy::class);
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Gate::policy(TaxGroupItem::class, TaxPolicy::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\CommissionRuleController;
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use App\Modules\Finance\Http\Controllers\ContractController;
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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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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('return-requests/{returnRequest}/reject', [ReturnRequestController::class, 'reject'])->name('return-requests.reject');
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Route::post('return-requests/{returnRequest}/mark-refunded', [ReturnRequestController::class, 'markRefunded'])->name('return-requests.mark-refunded');
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Route::resource('return-requests', ReturnRequestController::class)->except(['edit', 'update']);
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// Tax Rates
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Route::resource('tax-rates', TaxRateController::class)->except(['edit', 'update']);
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// Tax Groups — custom actions BEFORE resource
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Route::post('tax-groups/{taxGroup}/rates', [TaxGroupController::class, 'addRate'])->name('tax-groups.rates.add');
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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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});

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