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feat(finance): Phase 143 — Finance Customer Credits
Adds CustomerCredit module with migration, model (BelongsToTenant, SoftDeletes), policy (RBAC finance.view/create/delete), controller (CRUD + issue/expire/cancel), routes, FinanceServiceProvider registration, React stubs, and Pest feature tests. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/CustomerCreditController.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\CustomerCredit;
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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 CustomerCreditController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', CustomerCredit::class);
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$customerCredits = CustomerCredit::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/CustomerCredits/Index', compact('customerCredits'));
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}
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public function create(): Response
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{
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$this->authorize('create', CustomerCredit::class);
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return Inertia::render('Finance/CustomerCredits/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', CustomerCredit::class);
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$validated = $request->validate([
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'customer_name' => 'required|string|max:255',
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'credit_amount' => 'required|numeric|min:0',
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'expiry_date' => 'nullable|date',
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]);
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$validated['tenant_id'] = app('tenant')->id;
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$validated['created_by'] = auth()->id();
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CustomerCredit::create($validated);
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit created.');
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}
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public function show(CustomerCredit $customerCredit): Response
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{
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$this->authorize('view', $customerCredit);
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return Inertia::render('Finance/CustomerCredits/Show', compact('customerCredit'));
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}
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public function edit(CustomerCredit $customerCredit): Response
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{
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$this->authorize('update', $customerCredit);
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return Inertia::render('Finance/CustomerCredits/Edit', compact('customerCredit'));
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}
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public function update(Request $request, CustomerCredit $customerCredit): RedirectResponse
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{
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$this->authorize('update', $customerCredit);
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$validated = $request->validate([
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'customer_name' => 'sometimes|required|string|max:255',
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'credit_amount' => 'sometimes|required|numeric|min:0',
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'expiry_date' => 'nullable|date',
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]);
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$customerCredit->update($validated);
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit updated.');
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}
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public function destroy(CustomerCredit $customerCredit): RedirectResponse
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{
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$this->authorize('delete', $customerCredit);
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$customerCredit->delete();
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit deleted.');
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}
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public function issue(CustomerCredit $customerCredit): RedirectResponse
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{
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$this->authorize('issue', $customerCredit);
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$customerCredit->issue(auth()->id());
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit issued.');
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}
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public function expire(CustomerCredit $customerCredit): RedirectResponse
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{
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$this->authorize('expire', $customerCredit);
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$customerCredit->expire();
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit expired.');
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}
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public function cancel(CustomerCredit $customerCredit): RedirectResponse
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{
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$this->authorize('cancel', $customerCredit);
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$customerCredit->cancel();
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return redirect()->route('finance.customer-credits.index')
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->with('success', 'Customer credit cancelled.');
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}
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}

‎erp/app/Modules/Finance/Models/CustomerCredit.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\Casts\Attribute;
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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\SoftDeletes;
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class CustomerCredit 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',
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'credit_number',
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'customer_name',
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'customer_code',
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'credit_amount',
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'used_amount',
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'currency',
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'reason',
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'status',
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'expiry_date',
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'reference_type',
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'reference_id',
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'notes',
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'issued_by',
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'issued_at',
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'created_by',
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];
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protected $attributes = [
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'status' => 'active',
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'currency' => 'USD',
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'used_amount' => 0,
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];
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protected $casts = [
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'credit_amount' => 'decimal:2',
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'used_amount' => 'decimal:2',
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'expiry_date' => 'date',
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'issued_at' => 'datetime',
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];
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// Relations
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public function issuedBy(): BelongsTo
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{
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return $this->belongsTo(User::class, 'issued_by');
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}
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public function createdBy(): BelongsTo
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{
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return $this->belongsTo(User::class, 'created_by');
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}
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// Accessors
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protected function remainingAmount(): Attribute
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{
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return Attribute::make(
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get: fn () => max(0, (float) $this->credit_amount - (float) $this->used_amount),
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);
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}
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protected function isActive(): Attribute
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{
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return Attribute::make(
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get: fn () => $this->status === 'active',
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);
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}
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protected function isExhausted(): Attribute
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{
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return Attribute::make(
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get: fn () => $this->status === 'exhausted',
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);
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}
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protected function isExpired(): Attribute
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{
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return Attribute::make(
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get: fn () => $this->status === 'expired'
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|| ($this->status === 'active' && $this->expiry_date && $this->expiry_date < now()->startOfDay()),
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);
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}
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// Methods
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public function generateCreditNumber(): string
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{
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return 'CC-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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public function issue(int $userId): void
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{
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$this->issued_by = $userId;
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$this->issued_at = now();
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if (is_null($this->credit_number)) {
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$this->credit_number = $this->generateCreditNumber();
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}
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$this->save();
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}
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public function apply(float $amount): void
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{
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$this->used_amount = (float) $this->used_amount + $amount;
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if ((float) $this->used_amount >= (float) $this->credit_amount) {
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$this->status = 'exhausted';
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}
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$this->save();
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}
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public function expire(): void
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{
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$this->status = 'expired';
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$this->save();
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}
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public function cancel(): void
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{
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$this->status = 'cancelled';
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$this->save();
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}
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}

‎erp/app/Modules/Finance/Policies/CustomerCreditPolicy.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\CustomerCredit;
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class CustomerCreditPolicy
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{
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public function viewAny(User $user): bool
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{
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return $user->can('finance.view');
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}
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public function view(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('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->can('finance.create');
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}
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public function update(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('finance.create');
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}
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public function issue(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('finance.create');
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}
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public function apply(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('finance.create');
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}
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public function expire(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('finance.delete');
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}
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public function cancel(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('finance.delete');
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}
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public function delete(User $user, CustomerCredit $customerCredit): bool
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{
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return $user->can('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\PaymentSchedule;
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use App\Modules\Finance\Models\PaymentScheduleItem;
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use App\Modules\Finance\Policies\PaymentSchedulePolicy;
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use App\Modules\Finance\Models\CustomerCredit;
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use App\Modules\Finance\Policies\CustomerCreditPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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Gate::policy(VendorPayment::class, VendorPaymentPolicy::class);
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Gate::policy(PaymentSchedule::class, PaymentSchedulePolicy::class);
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Gate::policy(PaymentScheduleItem::class, PaymentSchedulePolicy::class);
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Gate::policy(CustomerCredit::class, CustomerCreditPolicy::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('payment-schedules/{payment_schedule}/cancel', [PaymentScheduleController::class, 'cancel'])->name('payment-schedules.cancel');
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Route::resource('payment-schedules', PaymentScheduleController::class);
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});
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// Customer Credits
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use App\Modules\Finance\Http\Controllers\CustomerCreditController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('customer-credits/{customer_credit}/issue', [CustomerCreditController::class, 'issue'])->name('customer-credits.issue');
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Route::post('customer-credits/{customer_credit}/expire', [CustomerCreditController::class, 'expire'])->name('customer-credits.expire');
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Route::post('customer-credits/{customer_credit}/cancel', [CustomerCreditController::class, 'cancel'])->name('customer-credits.cancel');
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Route::resource('customer-credits', CustomerCreditController::class);
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});

‎erp/database/migrations/2026_09_11_100001_create_customer_credits_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::dropIfExists('customer_credits');
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Schema::create('customer_credits', function (Blueprint $table) {
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$table->id();
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$table->foreignId('tenant_id')->constrained()->cascadeOnDelete();
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$table->string('credit_number')->nullable();
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$table->string('customer_name');
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$table->string('customer_code')->nullable();
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$table->decimal('credit_amount', 15, 2);
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$table->decimal('used_amount', 15, 2)->default(0);
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$table->string('currency')->default('USD');
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$table->string('reason')->nullable();
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$table->string('status')->default('active'); // active/exhausted/expired/cancelled
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$table->date('expiry_date')->nullable();
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$table->string('reference_type')->nullable(); // Invoice, ReturnRequest, etc.
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$table->unsignedBigInteger('reference_id')->nullable();
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$table->text('notes')->nullable();
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$table->foreignId('issued_by')->nullable()->constrained('users')->nullOnDelete();
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$table->timestamp('issued_at')->nullable();
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$table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
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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('customer_credits');
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}
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};

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