feat: Phase 9 WIP — Quotes models, policy, and migrations

- Quote and QuoteItem models with HasLineItemTotals + HasStatusTransitions
- QuotePolicy registered in FinanceServiceProvider
- Migrations for quotes and quote_items tables
- Lifecycle: draft → sent → accepted/declined/cancelled

https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d

Author: claude

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

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Modules\Finance\Models;
+
+use App\Models\User;
+use App\Modules\Core\Traits\BelongsToTenant;
+use App\Modules\Core\Traits\HasAuditLog;
+use App\Modules\Finance\Traits\HasLineItemTotals;
+use App\Modules\Finance\Traits\HasStatusTransitions;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+class Quote extends Model
+{
+    use BelongsToTenant;
+    use HasAuditLog;
+    use SoftDeletes;
+    use HasLineItemTotals;
+    use HasStatusTransitions;
+
+    protected $fillable = [
+        'tenant_id', 'contact_id', 'number',
+        'issue_date', 'expiry_date', 'status', 'notes', 'created_by',
+    ];
+
+    protected $casts = [
+        'issue_date'  => 'date',
+        'expiry_date' => 'date',
+    ];
+
+    protected $attributes = ['status' => 'draft'];
+
+    protected function getTransitions(): array
+    {
+        return [
+            'draft'     => ['sent', 'cancelled'],
+            'sent'      => ['accepted', 'declined', 'cancelled'],
+            'accepted'  => [],
+            'declined'  => [],
+            'cancelled' => [],
+        ];
+    }
+
+    public function contact(): BelongsTo
+    {
+        return $this->belongsTo(Contact::class);
+    }
+
+    public function items(): HasMany
+    {
+        return $this->hasMany(QuoteItem::class);
+    }
+
+    public function creator(): BelongsTo
+    {
+        return $this->belongsTo(User::class, 'created_by');
+    }
+}

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

@@ -0,0 +1,31 @@
+<?php
+
+namespace App\Modules\Finance\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class QuoteItem extends Model
+{
+    protected $table = 'quote_items';
+
+    protected $fillable = [
+        'quote_id', 'description', 'quantity', 'unit_price', 'tax_rate',
+    ];
+
+    protected $casts = [
+        'quantity'   => 'decimal:2',
+        'unit_price' => 'decimal:2',
+        'tax_rate'   => 'decimal:2',
+    ];
+
+    public function quote(): BelongsTo
+    {
+        return $this->belongsTo(Quote::class);
+    }
+
+    public function getLineTotalAttribute(): float
+    {
+        return (float) $this->quantity * (float) $this->unit_price * (1 + (float) $this->tax_rate / 100);
+    }
+}

erp/app/Modules/Finance/Policies/QuotePolicy.php

@@ -0,0 +1,34 @@
+<?php
+
+namespace App\Modules\Finance\Policies;
+
+use App\Models\User;
+use App\Modules\Finance\Models\Quote;
+
+class QuotePolicy
+{
+    public function viewAny(User $user): bool
+    {
+        return $user->can('finance.view');
+    }
+
+    public function view(User $user, Quote $quote): bool
+    {
+        return $user->can('finance.view');
+    }
+
+    public function create(User $user): bool
+    {
+        return $user->can('finance.create');
+    }
+
+    public function update(User $user, Quote $quote): bool
+    {
+        return $user->can('finance.update');
+    }
+
+    public function delete(User $user, Quote $quote): bool
+    {
+        return $user->can('finance.delete') && $quote->status === 'draft';
+    }
+}

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

@@ -7,11 +7,13 @@
 use App\Modules\Finance\Models\Contact;
 use App\Modules\Finance\Models\Invoice;
 use App\Modules\Finance\Models\JournalEntry;
+use App\Modules\Finance\Models\Quote;
 use App\Modules\Finance\Policies\AccountPolicy;
 use App\Modules\Finance\Policies\BillPolicy;
 use App\Modules\Finance\Policies\ContactPolicy;
 use App\Modules\Finance\Policies\InvoicePolicy;
 use App\Modules\Finance\Policies\JournalEntryPolicy;
+use App\Modules\Finance\Policies\QuotePolicy;
 use Illuminate\Support\Facades\Gate;
 use Illuminate\Support\ServiceProvider;
 
@@ -28,5 +30,6 @@ public function boot(): void
         Gate::policy(JournalEntry::class, JournalEntryPolicy::class);
         Gate::policy(Invoice::class, InvoicePolicy::class);
         Gate::policy(Bill::class, BillPolicy::class);
+        Gate::policy(Quote::class, QuotePolicy::class);
     }
 }

erp/database/migrations/2026_05_31_000006_create_quotes_table.php

@@ -0,0 +1,33 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::create('quotes', function (Blueprint $table) {
+            $table->id();
+            $table->unsignedBigInteger('tenant_id');
+            $table->unsignedBigInteger('contact_id')->nullable();
+            $table->string('number')->nullable();
+            $table->date('issue_date');
+            $table->date('expiry_date')->nullable();
+            $table->enum('status', ['draft', 'sent', 'accepted', 'declined', 'cancelled'])->default('draft');
+            $table->text('notes')->nullable();
+            $table->unsignedBigInteger('created_by')->nullable();
+            $table->timestamps();
+            $table->softDeletes();
+            $table->foreign('tenant_id')->references('id')->on('tenants')->cascadeOnDelete();
+            $table->foreign('contact_id')->references('id')->on('contacts')->nullOnDelete();
+            $table->unique(['tenant_id', 'number']);
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('quotes');
+    }
+};

erp/database/migrations/2026_05_31_000007_create_quote_items_table.php

@@ -0,0 +1,27 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::create('quote_items', function (Blueprint $table) {
+            $table->id();
+            $table->unsignedBigInteger('quote_id');
+            $table->text('description');
+            $table->decimal('quantity', 12, 2)->default(1);
+            $table->decimal('unit_price', 15, 2);
+            $table->decimal('tax_rate', 5, 2)->default(0);
+            $table->timestamps();
+            $table->foreign('quote_id')->references('id')->on('quotes')->cascadeOnDelete();
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('quote_items');
+    }
+};