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feat(finance): Phase 146 — Finance Expense Budgets
Add per-department expense budget allocation with spend tracking, utilization/over-budget detection, freeze/close lifecycle, and policy-gated CRUD. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/ExpenseBudgetController.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\ExpenseBudget;
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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 ExpenseBudgetController 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', ExpenseBudget::class);
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$query = ExpenseBudget::query();
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if ($request->filled('department')) {
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$query->where('department', $request->input('department'));
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}
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if ($request->filled('status')) {
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$query->where('status', $request->input('status'));
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}
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$expenseBudgets = $query->orderByDesc('id')->paginate(20);
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return Inertia::render('Finance/ExpenseBudgets/Index', [
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'expenseBudgets' => $expenseBudgets,
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'filters' => $request->only(['department', 'status']),
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', ExpenseBudget::class);
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return Inertia::render('Finance/ExpenseBudgets/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', ExpenseBudget::class);
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$validated = $request->validate([
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'department' => ['required', 'string', 'max:255'],
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'period' => ['required', 'string', 'max:255'],
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'allocated_amount' => ['nullable', 'numeric', 'min:0'],
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'category' => ['nullable', 'string', 'max:255'],
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'currency' => ['nullable', 'string', 'max:10'],
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'status' => ['nullable', 'string'],
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'notes' => ['nullable', 'string'],
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'owner_id' => ['nullable', 'integer'],
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'budget_code' => ['nullable', 'string', 'max:255'],
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]);
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ExpenseBudget::create([
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'tenant_id' => app('tenant')->id,
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'created_by' => auth()->id(),
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'department' => $validated['department'],
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'period' => $validated['period'],
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'allocated_amount' => $validated['allocated_amount'] ?? 0,
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'category' => $validated['category'] ?? null,
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'currency' => $validated['currency'] ?? 'USD',
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'status' => $validated['status'] ?? 'active',
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'notes' => $validated['notes'] ?? null,
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'owner_id' => $validated['owner_id'] ?? null,
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'budget_code' => $validated['budget_code'] ?? null,
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]);
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return redirect()->route('finance.expense-budgets.index');
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}
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public function show(ExpenseBudget $expenseBudget): Response
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{
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$this->authorize('view', $expenseBudget);
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return Inertia::render('Finance/ExpenseBudgets/Show', [
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'expenseBudget' => array_merge($expenseBudget->toArray(), [
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'remaining_amount' => $expenseBudget->remaining_amount,
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'utilization_percent' => $expenseBudget->utilization_percent,
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'is_over_budget' => $expenseBudget->is_over_budget,
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'is_active' => $expenseBudget->is_active,
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]),
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]);
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}
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public function edit(ExpenseBudget $expenseBudget): Response
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{
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$this->authorize('update', $expenseBudget);
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return Inertia::render('Finance/ExpenseBudgets/Edit', [
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'expenseBudget' => $expenseBudget,
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]);
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}
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public function update(Request $request, ExpenseBudget $expenseBudget): RedirectResponse
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{
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$this->authorize('update', $expenseBudget);
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$validated = $request->validate([
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'department' => ['required', 'string', 'max:255'],
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'period' => ['required', 'string', 'max:255'],
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'allocated_amount' => ['nullable', 'numeric', 'min:0'],
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'category' => ['nullable', 'string', 'max:255'],
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'currency' => ['nullable', 'string', 'max:10'],
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'status' => ['nullable', 'string'],
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'notes' => ['nullable', 'string'],
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'owner_id' => ['nullable', 'integer'],
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'budget_code' => ['nullable', 'string', 'max:255'],
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]);
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$expenseBudget->update($validated);
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return redirect()->route('finance.expense-budgets.index');
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}
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public function destroy(ExpenseBudget $expenseBudget): RedirectResponse
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{
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$this->authorize('delete', $expenseBudget);
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$expenseBudget->delete();
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return redirect()->route('finance.expense-budgets.index');
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}
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public function freeze(ExpenseBudget $expenseBudget): RedirectResponse
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{
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$this->authorize('freeze', $expenseBudget);
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$expenseBudget->freeze();
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return redirect()->back();
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}
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public function close(ExpenseBudget $expenseBudget): RedirectResponse
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{
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$this->authorize('close', $expenseBudget);
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$expenseBudget->close();
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return redirect()->back();
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}
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}

‎erp/app/Modules/Finance/Models/ExpenseBudget.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\SoftDeletes;
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class ExpenseBudget 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',
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'budget_code',
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'department',
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'category',
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'period',
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'allocated_amount',
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'spent_amount',
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'currency',
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'status',
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'notes',
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'owner_id',
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'created_by',
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];
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protected $casts = [
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'allocated_amount' => 'decimal:2',
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'spent_amount' => 'decimal:2',
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];
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protected $attributes = [
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'status' => 'active',
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'currency' => 'USD',
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'allocated_amount' => 0,
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'spent_amount' => 0,
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];
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// ─── Actions ──────────────────────────────────────────────────────────────
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public function freeze(): void
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{
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$this->status = 'frozen';
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$this->save();
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}
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public function close(): void
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{
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$this->status = 'closed';
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$this->save();
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}
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public function recordSpend(float $amount): void
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{
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$this->spent_amount = (float) $this->spent_amount + $amount;
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$this->save();
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}
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public function generateBudgetCode(): string
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{
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return 'EB-' . date('Y') . '-' . str_pad((string) $this->id, 5, '0', STR_PAD_LEFT);
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}
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// ─── Accessors ────────────────────────────────────────────────────────────
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public function getRemainingAmountAttribute(): float
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{
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return max(0, (float) $this->allocated_amount - (float) $this->spent_amount);
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}
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public function getUtilizationPercentAttribute(): float
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{
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$allocated = (float) $this->allocated_amount;
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if ($allocated <= 0) {
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return 0.0;
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}
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return round(((float) $this->spent_amount / $allocated) * 100, 2);
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}
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public function getIsOverBudgetAttribute(): bool
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{
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return (float) $this->spent_amount > (float) $this->allocated_amount;
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}
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public function getIsActiveAttribute(): bool
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{
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return $this->status === 'active';
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}
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}

‎erp/app/Modules/Finance/Policies/ExpenseBudgetPolicy.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\ExpenseBudget;
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class ExpenseBudgetPolicy
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{
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public function viewAny(User $user): bool
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{
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return $user->hasPermissionTo('finance.view');
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}
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public function view(User $user, ExpenseBudget $expenseBudget): bool
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{
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return $user->hasPermissionTo('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->hasPermissionTo('finance.create');
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}
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public function update(User $user, ExpenseBudget $expenseBudget): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function freeze(User $user, ExpenseBudget $expenseBudget): bool
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{
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return $user->hasPermissionTo('finance.create');
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}
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public function close(User $user, ExpenseBudget $expenseBudget): bool
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{
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return $user->hasPermissionTo('finance.delete');
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}
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public function delete(User $user, ExpenseBudget $expenseBudget): bool
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{
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return $user->hasPermissionTo('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\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 App\Modules\Finance\Models\ExpenseBudget;
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use App\Modules\Finance\Policies\ExpenseBudgetPolicy;
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use Illuminate\Support\Facades\Gate;
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use Illuminate\Support\ServiceProvider;
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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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Gate::policy(ExpenseBudget::class, ExpenseBudgetPolicy::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('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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});
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// Expense Budgets
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use App\Modules\Finance\Http\Controllers\ExpenseBudgetController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('expense-budgets/{expense_budget}/freeze', [ExpenseBudgetController::class, 'freeze'])->name('expense-budgets.freeze');
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Route::post('expense-budgets/{expense_budget}/close', [ExpenseBudgetController::class, 'close'])->name('expense-budgets.close');
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Route::resource('expense-budgets', ExpenseBudgetController::class);
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});

‎erp/database/migrations/2026_09_14_100001_create_expense_budgets_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('expense_budgets');
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Schema::create('expense_budgets', 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('budget_code')->nullable();
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$table->string('department');
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$table->string('category')->nullable(); // travel/office/marketing/IT/etc.
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$table->string('period'); // e.g. "2026-Q1", "2026-01", "2026"
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$table->decimal('allocated_amount', 15, 2)->default(0);
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$table->decimal('spent_amount', 15, 2)->default(0);
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$table->string('currency')->default('USD');
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$table->string('status')->default('active'); // active/frozen/closed
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$table->text('notes')->nullable();
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$table->foreignId('owner_id')->nullable()->constrained('users')->nullOnDelete();
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$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('expense_budgets');
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}
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};

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