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feat(finance): Phase 51 — Vendor Management profiles and evaluations
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
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‎erp/app/Modules/Finance/Http/Controllers/VendorEvaluationController.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\VendorEvaluation;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Gate;
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use Inertia\Inertia;
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use Inertia\Response;
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class VendorEvaluationController extends Controller
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{
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public function index(Contact $contact): Response
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{
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abort_unless(Gate::allows('finance.view'), 403);
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$evaluations = VendorEvaluation::where('contact_id', $contact->id)
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->with('evaluator')
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->latest('evaluation_date')
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->paginate(25);
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return Inertia::render('Finance/Vendors/Evaluations', [
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'contact' => $contact,
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'evaluations' => $evaluations,
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Contacts', 'href' => route('finance.contacts.index')],
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['label' => $contact->name],
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['label' => 'Evaluations'],
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],
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]);
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}
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public function store(Request $request, Contact $contact): RedirectResponse
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{
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abort_unless(Gate::allows('finance.create'), 403);
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$data = $request->validate([
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'evaluation_date' => ['required', 'date'],
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'quality_rating' => ['required', 'integer', 'min:1', 'max:5'],
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'delivery_rating' => ['required', 'integer', 'min:1', 'max:5'],
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'price_rating' => ['required', 'integer', 'min:1', 'max:5'],
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'communication_rating' => ['required', 'integer', 'min:1', 'max:5'],
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'comments' => ['nullable', 'string'],
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]);
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$overall = round(
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($data['quality_rating'] + $data['delivery_rating'] + $data['price_rating'] + $data['communication_rating']) / 4,
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2
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);
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VendorEvaluation::create(array_merge($data, [
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'tenant_id' => $contact->tenant_id,
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'contact_id' => $contact->id,
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'evaluated_by' => auth()->id(),
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'overall_rating' => $overall,
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]));
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return redirect()->back()->with('success', 'Evaluation added.');
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}
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public function destroy(Contact $contact, VendorEvaluation $evaluation): RedirectResponse
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{
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abort_unless(Gate::allows('finance.delete'), 403);
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$evaluation->delete();
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return redirect()->back()->with('success', 'Evaluation deleted.');
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}
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}

‎erp/app/Modules/Finance/Http/Controllers/VendorProfileController.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\VendorProfile;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Gate;
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use Inertia\Inertia;
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use Inertia\Response;
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class VendorProfileController extends Controller
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{
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public function show(Contact $contact): Response
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{
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abort_unless(Gate::allows('finance.view'), 403);
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$profile = VendorProfile::firstOrCreate(
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['contact_id' => $contact->id],
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[
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'tenant_id' => $contact->tenant_id,
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'payment_terms_days' => 30,
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]
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);
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$profile->load('contact');
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return Inertia::render('Finance/Vendors/Profile', [
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'contact' => $contact,
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'profile' => array_merge($profile->toArray(), [
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'is_over_credit_limit' => $profile->is_over_credit_limit,
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]),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Contacts', 'href' => route('finance.contacts.index')],
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['label' => $contact->name],
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['label' => 'Vendor Profile'],
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],
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]);
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}
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public function update(Request $request, Contact $contact): RedirectResponse
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{
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abort_unless(Gate::allows('finance.create'), 403);
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$data = $request->validate([
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'credit_limit' => ['nullable', 'numeric', 'min:0'],
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'payment_terms_days' => ['required', 'integer', 'min:0', 'max:365'],
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'preferred_currency' => ['nullable', 'string', 'size:3'],
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'bank_name' => ['nullable', 'string', 'max:255'],
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'bank_account_number' => ['nullable', 'string', 'max:100'],
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'bank_routing_number' => ['nullable', 'string', 'max:100'],
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'notes' => ['nullable', 'string'],
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]);
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VendorProfile::updateOrCreate(
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['contact_id' => $contact->id],
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array_merge($data, ['tenant_id' => $contact->tenant_id])
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);
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return redirect()->back()->with('success', 'Vendor profile updated.');
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}
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}

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

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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\Relations\HasMany;
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use Illuminate\Database\Eloquent\Relations\HasOne;
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use Illuminate\Database\Eloquent\SoftDeletes;
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class Contact extends Model
@@ -27,11 +28,26 @@ public function invoices(): HasMany
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return $this->hasMany(Invoice::class);
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}
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public function bills(): HasMany
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{
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return $this->hasMany(Bill::class);
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}
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public function priceList(): BelongsTo
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{
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return $this->belongsTo(PriceList::class);
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}
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public function vendorProfile(): HasOne
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{
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return $this->hasOne(VendorProfile::class);
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}
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public function vendorEvaluations(): HasMany
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{
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return $this->hasMany(VendorEvaluation::class)->latest('evaluation_date');
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}
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public function scopeCustomers($query)
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{
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return $query->whereIn('type', ['customer', 'both']);

‎erp/app/Modules/Finance/Models/VendorEvaluation.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\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 VendorEvaluation 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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'contact_id',
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'evaluated_by',
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'evaluation_date',
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'quality_rating',
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'delivery_rating',
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'price_rating',
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'communication_rating',
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'overall_rating',
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'comments',
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];
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protected $casts = [
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'evaluation_date' => 'date',
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'overall_rating' => 'decimal:2',
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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 evaluator(): BelongsTo
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{
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return $this->belongsTo(User::class, 'evaluated_by');
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}
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}

‎erp/app/Modules/Finance/Models/VendorProfile.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\Relations\BelongsTo;
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class VendorProfile extends Model
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{
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use BelongsToTenant;
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protected $fillable = [
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'tenant_id',
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'contact_id',
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'credit_limit',
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'payment_terms_days',
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'preferred_currency',
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'bank_name',
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'bank_account_number',
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'bank_routing_number',
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'notes',
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];
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protected $casts = [
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'credit_limit' => 'decimal:2',
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];
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public function contact(): BelongsTo
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{
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return $this->belongsTo(Contact::class);
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}
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public function getIsOverCreditLimitAttribute(): bool
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{
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if (is_null($this->credit_limit)) {
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return false;
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}
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if (! $this->relationLoaded('contact')) {
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$this->load('contact');
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}
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if (! $this->contact) {
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return false;
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}
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$bills = $this->contact->bills()
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->whereIn('status', ['received', 'partial'])
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->with(['items', 'payments'])
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->get();
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$outstanding = $bills->sum(fn ($bill) => $bill->amount_due);
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return $outstanding > (float) $this->credit_limit;
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}
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}

‎erp/app/Modules/Finance/routes/finance.php‎

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use App\Modules\Finance\Http\Controllers\DeliveryNoteController;
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use App\Modules\Finance\Http\Controllers\ProjectController;
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use Illuminate\Support\Facades\Route;
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use App\Modules\Finance\Http\Controllers\VendorProfileController;
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use App\Modules\Finance\Http\Controllers\VendorEvaluationController;
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Route::middleware(['web', 'auth', 'verified'])->prefix('finance')->name('finance.')->group(function () {
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Route::post('delivery-notes/{deliveryNote}/dispatch', [DeliveryNoteController::class, 'dispatch'])->name('delivery-notes.dispatch');
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Route::post('delivery-notes/{deliveryNote}/deliver', [DeliveryNoteController::class, 'deliver'])->name('delivery-notes.deliver');
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// Vendor Profiles (nested under contacts)
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Route::get('vendors/{contact}/profile', [VendorProfileController::class, 'show'])->name('vendors.profile.show');
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Route::put('vendors/{contact}/profile', [VendorProfileController::class, 'update'])->name('vendors.profile.update');
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// Vendor Evaluations (nested under contacts)
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Route::get('vendors/{contact}/evaluations', [VendorEvaluationController::class, 'index'])->name('vendors.evaluations.index');
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Route::post('vendors/{contact}/evaluations', [VendorEvaluationController::class, 'store'])->name('vendors.evaluations.store');
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Route::delete('vendors/{contact}/evaluations/{evaluation}', [VendorEvaluationController::class, 'destroy'])->name('vendors.evaluations.destroy');
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});

‎erp/database/migrations/2026_06_11_100001_create_vendor_profiles_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::create('vendor_profiles', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->foreignId('contact_id')->constrained('contacts')->cascadeOnDelete()->unique();
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$table->decimal('credit_limit', 12, 2)->nullable();
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$table->unsignedInteger('payment_terms_days')->default(30);
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$table->string('preferred_currency', 3)->nullable();
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$table->string('bank_name')->nullable();
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$table->string('bank_account_number', 100)->nullable();
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$table->string('bank_routing_number', 100)->nullable();
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$table->text('notes')->nullable();
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$table->timestamps();
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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('vendor_profiles');
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}
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};

‎erp/database/migrations/2026_06_11_100002_create_vendor_evaluations_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::create('vendor_evaluations', function (Blueprint $table) {
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$table->id();
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$table->unsignedBigInteger('tenant_id');
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$table->foreignId('contact_id')->constrained('contacts')->cascadeOnDelete();
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$table->foreignId('evaluated_by')->constrained('users');
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$table->date('evaluation_date');
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$table->unsignedTinyInteger('quality_rating');
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$table->unsignedTinyInteger('delivery_rating');
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$table->unsignedTinyInteger('price_rating');
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$table->unsignedTinyInteger('communication_rating');
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$table->decimal('overall_rating', 3, 2);
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$table->text('comments')->nullable();
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$table->softDeletes();
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$table->timestamps();
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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('vendor_evaluations');
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}
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};

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