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feat(finance): Phase 60 — Subscription Billing with recurring invoice generation
https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/SubscriptionController.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\Subscription;
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use App\Modules\Finance\Models\SubscriptionPlan;
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use Carbon\Carbon;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Validation\Rule;
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use Inertia\Inertia;
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use Inertia\Response;
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class SubscriptionController 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', Subscription::class);
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$subscriptions = Subscription::with(['contact', 'plan'])
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->latest()
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->paginate(15)
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->withQueryString();
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return Inertia::render('Finance/Subscriptions/Index', [
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'subscriptions' => $subscriptions,
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'filters' => $request->only(['status']),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscriptions', 'href' => route('finance.subscriptions.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', Subscription::class);
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return Inertia::render('Finance/Subscriptions/Create', [
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'contacts' => Contact::customers()->active()->orderBy('name')->get(['id', 'name']),
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'plans' => SubscriptionPlan::where('is_active', true)->orderBy('name')->get(['id', 'name', 'billing_cycle', 'price']),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscriptions', 'href' => route('finance.subscriptions.index')],
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['label' => 'New Subscription'],
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],
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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', Subscription::class);
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$data = $request->validate([
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'contact_id' => ['required', Rule::exists('contacts', 'id')],
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'subscription_plan_id' => ['required', Rule::exists('subscription_plans', 'id')],
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'started_at' => ['required', 'date'],
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'notes' => ['nullable', 'string'],
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]);
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$plan = SubscriptionPlan::find($data['subscription_plan_id']);
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$trialEndsAt = null;
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$status = 'active';
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if ($plan && $plan->trial_days > 0) {
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$status = 'trial';
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$trialEndsAt = Carbon::parse($data['started_at'])->addDays($plan->trial_days)->toDateString();
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}
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$subscription = Subscription::create([
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'tenant_id' => auth()->user()->tenant_id,
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'contact_id' => $data['contact_id'],
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'subscription_plan_id' => $data['subscription_plan_id'],
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'status' => $status,
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'started_at' => $data['started_at'],
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'trial_ends_at' => $trialEndsAt,
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'notes' => $data['notes'] ?? null,
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]);
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return redirect()->route('finance.subscriptions.show', $subscription)
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->with('success', 'Subscription created.');
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}
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public function show(Subscription $subscription): Response
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{
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$this->authorize('view', $subscription);
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$subscription->load(['contact', 'plan']);
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return Inertia::render('Finance/Subscriptions/Show', [
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'subscription' => $subscription,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscriptions', 'href' => route('finance.subscriptions.index')],
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['label' => "Subscription #{$subscription->id}"],
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],
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]);
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}
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public function destroy(Subscription $subscription): RedirectResponse
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{
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$this->authorize('delete', $subscription);
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$subscription->delete();
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return redirect()->route('finance.subscriptions.index')
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->with('success', 'Subscription deleted.');
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}
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public function activate(Subscription $subscription): RedirectResponse
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{
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$this->authorize('create', Subscription::class);
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$subscription->load('plan');
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$subscription->activate();
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return back()->with('success', 'Subscription activated.');
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}
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public function cancel(Subscription $subscription): RedirectResponse
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{
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$this->authorize('create', Subscription::class);
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$subscription->cancel();
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return back()->with('success', 'Subscription cancelled.');
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}
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public function pause(Subscription $subscription): RedirectResponse
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{
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$this->authorize('create', Subscription::class);
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$subscription->pause();
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return back()->with('success', 'Subscription paused.');
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}
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public function generateInvoice(Subscription $subscription): RedirectResponse
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{
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$this->authorize('create', Subscription::class);
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$subscription->load('plan');
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$invoice = $subscription->generateInvoice();
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return redirect()->route('finance.invoices.show', $invoice)
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->with('success', 'Invoice generated.');
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}
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}

‎erp/app/Modules/Finance/Http/Controllers/SubscriptionPlanController.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\SubscriptionPlan;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Validation\Rule;
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use Inertia\Inertia;
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use Inertia\Response;
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class SubscriptionPlanController extends Controller
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{
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public function index(): Response
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{
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$this->authorize('viewAny', SubscriptionPlan::class);
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$plans = SubscriptionPlan::withCount('subscriptions')
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->latest()
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->paginate(15)
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->withQueryString();
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return Inertia::render('Finance/SubscriptionPlans/Index', [
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'plans' => $plans,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscription Plans', 'href' => route('finance.subscription-plans.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', SubscriptionPlan::class);
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return Inertia::render('Finance/SubscriptionPlans/Create', [
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscription Plans', 'href' => route('finance.subscription-plans.index')],
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['label' => 'New Plan'],
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],
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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', SubscriptionPlan::class);
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$data = $request->validate([
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'name' => ['required', 'string', 'max:255'],
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'billing_cycle' => ['required', Rule::in(['monthly', 'quarterly', 'annually'])],
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'price' => ['required', 'numeric', 'min:0'],
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'currency_code' => ['nullable', 'string', 'size:3'],
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'trial_days' => ['nullable', 'integer', 'min:0'],
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'description' => ['nullable', 'string'],
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'is_active' => ['nullable', 'boolean'],
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]);
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$plan = SubscriptionPlan::create([
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'tenant_id' => auth()->user()->tenant_id,
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'name' => $data['name'],
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'billing_cycle' => $data['billing_cycle'],
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'price' => $data['price'],
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'currency_code' => $data['currency_code'] ?? 'USD',
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'trial_days' => $data['trial_days'] ?? 0,
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'description' => $data['description'] ?? null,
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'is_active' => $data['is_active'] ?? true,
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]);
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return redirect()->route('finance.subscription-plans.show', $plan)
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->with('success', 'Subscription plan created.');
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}
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public function show(SubscriptionPlan $subscriptionPlan): Response
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{
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$this->authorize('view', $subscriptionPlan);
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$subscriptionPlan->loadCount('subscriptions');
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return Inertia::render('Finance/SubscriptionPlans/Show', [
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'plan' => $subscriptionPlan,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Subscription Plans', 'href' => route('finance.subscription-plans.index')],
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['label' => $subscriptionPlan->name],
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],
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]);
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}
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public function destroy(SubscriptionPlan $subscriptionPlan): RedirectResponse
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{
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$this->authorize('delete', $subscriptionPlan);
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$subscriptionPlan->delete();
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return redirect()->route('finance.subscription-plans.index')
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->with('success', 'Subscription plan deleted.');
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}
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}

‎erp/app/Modules/Finance/Models/Subscription.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 Carbon\Carbon;
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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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use Illuminate\Support\Facades\DB;
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class Subscription extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $fillable = [
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'tenant_id', 'contact_id', 'subscription_plan_id', 'status',
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'started_at', 'trial_ends_at', 'current_period_start', 'current_period_end',
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'cancelled_at', 'next_invoice_date', 'notes',
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];
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protected $casts = [
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'started_at' => 'date',
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'trial_ends_at' => 'date',
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'current_period_start' => 'date',
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'current_period_end' => 'date',
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'cancelled_at' => 'datetime',
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'next_invoice_date' => 'date',
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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 plan(): BelongsTo
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{
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return $this->belongsTo(SubscriptionPlan::class, 'subscription_plan_id');
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}
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public function activate(): void
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{
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$today = Carbon::today()->toDateString();
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$this->status = 'active';
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$this->current_period_start = $today;
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$this->current_period_end = $this->plan->getNextBillingDate($today);
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$this->next_invoice_date = $today;
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$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->cancelled_at = Carbon::now();
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$this->save();
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}
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public function pause(): void
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{
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$this->status = 'paused';
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$this->save();
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}
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public function generateInvoice(): Invoice
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{
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$today = Carbon::today()->toDateString();
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$plan = $this->plan;
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$periodStart = $this->current_period_start
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? $this->current_period_start->toDateString()
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: $today;
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$periodEnd = $this->current_period_end
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? $this->current_period_end->toDateString()
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: $plan->getNextBillingDate($today);
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$period = "{$periodStart} - {$periodEnd}";
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$invoice = DB::transaction(function () use ($today, $plan, $period) {
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$inv = Invoice::create([
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'tenant_id' => $this->tenant_id,
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'contact_id' => $this->contact_id,
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'status' => 'draft',
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'issue_date' => $today,
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'due_date' => Carbon::today()->addDays(30)->toDateString(),
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]);
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InvoiceItem::create([
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'invoice_id' => $inv->id,
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'description' => "Subscription: {$plan->name} ({$period})",
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'quantity' => 1,
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'unit_price' => $plan->price,
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'tax_rate' => 0,
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]);
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return $inv;
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});
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$this->next_invoice_date = $plan->getNextBillingDate($today);
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$this->save();
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return $invoice;
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}
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}

‎erp/app/Modules/Finance/Models/SubscriptionPlan.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 Carbon\Carbon;
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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 SubscriptionPlan extends Model
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{
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use BelongsToTenant;
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use SoftDeletes;
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protected $fillable = [
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'tenant_id', 'name', 'description', 'billing_cycle',
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'price', 'currency_code', 'trial_days', 'is_active',
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];
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protected $casts = [
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'price' => 'decimal:2',
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'is_active' => 'boolean',
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];
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public function subscriptions(): HasMany
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{
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return $this->hasMany(Subscription::class);
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}
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public function getNextBillingDate(string $from): string
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{
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return match ($this->billing_cycle) {
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'monthly' => Carbon::parse($from)->addMonth()->toDateString(),
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'quarterly' => Carbon::parse($from)->addMonths(3)->toDateString(),
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'annually' => Carbon::parse($from)->addYear()->toDateString(),
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default => Carbon::parse($from)->addMonth()->toDateString(),
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};
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}
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}

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