Claude/erp phase 1 foundations 9mi e5#17261
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Replace the Phase 32 credit note stub with a full-featured implementation supporting sale/purchase types, void workflow, line-item totals stored in the DB, currency/exchange-rate fields, and amount_applied tracking. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
Add reference_prefix, interval, currency_code, exchange_rate columns to recurring_invoices table. Add recurring_invoice_id FK to invoices table. Enhance RecurringInvoice model with computeNextRunDate() supporting interval multiplier, invoices() relationship, and updated generateInvoice() that stamps generated invoices with the reference prefix and recurring_invoice_id. Update Invoice model with recurring_invoice_id fillable field and recurringInvoice() relationship. Update controller, request validation, and API resource to expose new fields. Add 10 new Phase 34 tests covering reference prefix numbering, interval multiplier, recurring_invoice_id FK, currency pass-through, and computeNextRunDate for all four frequencies. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
Adds onboarding template management (admin-defined reusable checklists) and per-employee onboarding instances with task completion tracking, progress calculation, and due-date computation from employee start date. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
Adds AttendanceRecord and WorkSchedule models with migrations, RBAC-protected controllers, shared AttendancePolicy, Inertia React pages, and 10 Pest tests covering worked_hours computation, duplicate date validation, and permission guards. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
Implements vendor-specific profiles with credit limits, payment terms, and banking details, plus a vendor evaluation/rating system with per-contact history and overall score computation. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
Adds vendor evaluation endpoints with rating collection, overall score calculation, and scorecard aggregation. Uses whereDate() for SQLite-safe date range filtering on evaluation_date columns. Co-Authored-By: Claude <noreply@anthropic.com>
- Phase 45: Custom field definitions and values per model type (contact, product, employee, invoice, lead, project, task) with full CRUD - Phase 46: Bulk status update, soft delete, lead assignment, and record export across invoice/contact/product/employee/lead models - Phase 47: Tenant settings API with typed schema validation, per-key get/set, and bulk update endpoint; tenant-isolated via TenantSetting model Co-Authored-By: Claude <noreply@anthropic.com>
- Phase 48: /me endpoints let an authenticated user view their employee profile, update phone, see leave requests, apply for leave with date validation, view payslips, expense claims, and a dashboard summary - Phase 49: Full contract CRUD with activate/terminate/renew lifecycle actions, expiring-soon dashboard endpoint, soft delete, and tenant isolation Co-Authored-By: Claude <noreply@anthropic.com>
Adds stock value calculation endpoints: summary (total cost value by tenant), breakdown (per-product with margin), movement history, and low-value-stock alert. Uses sale_price/cost_price × stock_quantity; excludes zero-stock items. Co-Authored-By: Claude <noreply@anthropic.com>
Adds CRUD for payment terms (Net 30, 2/10 Net 30, etc.) with early-discount display formatting, and a payment schedule API that auto-generates monthly/ quarterly/yearly installments and tracks per-item paid status. Co-Authored-By: Claude <noreply@anthropic.com>
Adds SLA policy CRUD (response/resolution hours per priority level) and a live tracking dashboard showing breach counts, breach rate by priority, overdue ticket list, and at-risk tickets expiring within a configurable time window. Co-Authored-By: Claude <noreply@anthropic.com>
Adds warehouse CRUD, per-warehouse stock level management (set/update qty), cross-warehouse product distribution view, and inter-warehouse stock transfer with available-quantity validation and automatic StockMovement record. Co-Authored-By: Claude <noreply@anthropic.com>
Adds commission rule management (percentage/fixed types per user), commission calculation from invoice totals, approve/mark-paid workflow, and a summary endpoint aggregating pending/paid amounts grouped by sales rep. Co-Authored-By: Claude <noreply@anthropic.com>
Adds price list CRUD with per-product override pricing and quantity-break tiers, a lookup endpoint to resolve effective price for a product+quantity combination, and default price-list management (setting a new default clears the previous one). Co-Authored-By: Claude <noreply@anthropic.com>
- LoyaltyApiController: programs CRUD, enroll contacts, balance lookup,
earn/redeem points using existing model earnPoints()/redeemPoints() methods
- Routes: /api/v1/loyalty/programs, /enroll, /contacts/{id}/balance, /earn, /redeem
- Tests: 11 tests covering all endpoints incl. min-redemption enforcement
Co-Authored-By: Claude <noreply@anthropic.com>
- RecurringInvoiceApiController: CRUD, pause/resume, generate invoice, due listing - Routes: /api/v1/recurring-invoices with /due, /pause, /resume, /generate actions - Tests: 11 tests covering full lifecycle incl. frequency scheduling and generation Co-Authored-By: Claude <noreply@anthropic.com>
- ProductBundleApiController: CRUD, add/remove items, price calculation, savings - Routes: /api/v1/product-bundles with /price and /items management - Tests: 9 tests covering bundle lifecycle, fixed price vs calculated, savings Co-Authored-By: Claude <noreply@anthropic.com>
- TaxApiController: tax rate CRUD, tax group CRUD with multi-rate composition, add/remove rates from groups, tax calculator endpoint - Routes: /api/v1/tax/rates, /api/v1/tax/groups, /api/v1/tax/calculate - Tests: 11 tests covering rates, groups, total rate calc, tax amount calc Co-Authored-By: Claude <noreply@anthropic.com>
- CreditNoteApiController: CRUD, workflow (issue, apply, void), add items, recalculate totals, status-based action guards - Routes: /api/v1/credit-notes with issue/apply/void/items actions - Tests: 11 tests covering full lifecycle incl. void guard for applied notes Co-Authored-By: Claude <noreply@anthropic.com>
- PurchaseRequisitionApiController: CRUD, submit/approve/reject workflow, total estimated cost aggregation, status-based guards - Routes: /api/v1/purchase-requisitions with submit/approve/reject actions - Tests: 11 tests covering full approval workflow incl. guard validations Co-Authored-By: Claude <noreply@anthropic.com>
- FixedAssetApiController: CRUD, straight-line depreciation runner, disposal, depreciation schedule preview, portfolio summary by status and category - Routes: /api/v1/fixed-assets with /depreciate, /dispose, /schedule, /summary - Tests: 10 tests covering asset lifecycle, depreciation calc, disposal Co-Authored-By: Claude <noreply@anthropic.com>
- SalesOrderApiController: CRUD, confirm, cancel, convert-to-invoice workflow - Supports draft → confirmed → invoiced/cancelled status transitions - Routes: /api/v1/sales-orders with confirm/cancel/convert-to-invoice actions - Tests: 11 tests covering full SO lifecycle incl. invoice conversion Co-Authored-By: Claude <noreply@anthropic.com>
- QuoteApiController: CRUD, send/accept/decline workflow, convert-to-invoice - Supports draft → sent → accepted/declined status transitions - Routes: /api/v1/quotes with send/accept/decline/convert-to-invoice actions - Tests: 11 tests covering full quote lifecycle incl. invoice conversion Co-Authored-By: Claude <noreply@anthropic.com>
- BatchPaymentApiController: create batch with multiple invoice payments, list/view/delete batches, summary of received vs made totals - Routes: /api/v1/batch-payments with /summary - Tests: 8 tests covering batch creation, total calculation, type filtering Co-Authored-By: Claude <noreply@anthropic.com>
- DebitNoteApiController: CRUD, issue/apply/void workflow, auto-recalculate totals - Vendor-linked debit notes with optional bill reference - Routes: /api/v1/debit-notes with issue/apply/void actions - Tests: 10 tests covering full lifecycle incl. void guard for applied notes Co-Authored-By: Claude <noreply@anthropic.com>
- makeCreditNote → makeCreditNoteRecord (collision with CreditNoteTest) - makeDebitNote → makeDebitNoteRecord (collision with DebitNoteTest) - makeTaxRate → createTaxRate (collision with TaxManagementTest) - makeSoProduct, makeSalesOrder → createSoProduct, createSalesOrder (collision with SalesOrderTest) All 2813 tests pass. Co-Authored-By: Claude <noreply@anthropic.com>
- QcApiController: checklist CRUD with items, inspection lifecycle (pending→in_progress→passed/failed), result recording with pass rate, NCR management with resolve/close workflow - Routes: /api/v1/qc/checklists, /inspections, /ncr - Tests: 10 tests covering checklist/inspection/NCR full workflow Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Claude <noreply@anthropic.com>
…orkflow Co-Authored-By: Claude <noreply@anthropic.com>
…ts, approve/reject Co-Authored-By: Claude <noreply@anthropic.com>
…es, programs Co-Authored-By: Claude <noreply@anthropic.com>
…on changes, exits Co-Authored-By: Claude <noreply@anthropic.com>
…efit plans, enrollments Co-Authored-By: Claude <noreply@anthropic.com>
… MO lifecycle Co-Authored-By: Claude <noreply@anthropic.com>
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