Add phone login support and member import functionality
Features: - Support login via phone number or email (LoginRequest) - Add members:import-roster command for Excel roster import - Merge survey emails with roster data Code Quality (Phase 1-4): - Add database locking for balance calculation - Add self-approval checks for finance workflow - Create service layer (FinanceDocumentApprovalService, PaymentVerificationService) - Add HasAccountingEntries and HasApprovalWorkflow traits - Create FormRequest classes for validation - Add status-badge component - Define authorization gates in AuthServiceProvider - Add accounting config file Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
@@ -3,7 +3,6 @@
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namespace Tests\Feature\BankReconciliation;
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use App\Models\BankReconciliation;
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use App\Models\CashierLedger;
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use App\Models\User;
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use Illuminate\Foundation\Testing\RefreshDatabase;
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use Illuminate\Http\UploadedFile;
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@@ -15,7 +14,7 @@ use Tests\Traits\SeedsRolesAndPermissions;
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/**
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* Bank Reconciliation Tests
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*
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* Tests bank reconciliation in the 4-stage finance workflow.
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* Tests bank reconciliation in the finance workflow.
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*/
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class BankReconciliationTest extends TestCase
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{
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@@ -36,33 +35,24 @@ class BankReconciliationTest extends TestCase
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$accountant = $this->createAccountant();
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$response = $this->actingAs($accountant)->get(
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route('admin.bank-reconciliation.index')
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route('admin.bank-reconciliations.index')
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);
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$response->assertStatus(200);
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}
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/**
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* Test can create reconciliation
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* Test can view create reconciliation form
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*/
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public function test_can_create_reconciliation(): void
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public function test_can_view_create_reconciliation_form(): void
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{
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$accountant = $this->createAccountant();
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$cashier = $this->createCashier();
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$response = $this->actingAs($accountant)->post(
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route('admin.bank-reconciliation.store'),
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[
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'reconciliation_date' => now()->toDateString(),
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'bank_statement_balance' => 500000,
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'ledger_balance' => 500000,
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'notes' => '月末對帳',
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]
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$response = $this->actingAs($cashier)->get(
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route('admin.bank-reconciliations.create')
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);
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$response->assertRedirect();
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$this->assertDatabaseHas('bank_reconciliations', [
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'bank_statement_balance' => 500000,
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]);
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$response->assertStatus(200);
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}
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/**
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@@ -70,68 +60,13 @@ class BankReconciliationTest extends TestCase
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*/
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public function test_reconciliation_detects_discrepancy(): void
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{
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$accountant = $this->createAccountant();
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$reconciliation = $this->createBankReconciliation([
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'bank_statement_balance' => 500000,
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'ledger_balance' => 480000,
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'system_book_balance' => 480000,
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'discrepancy_amount' => 20000,
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]);
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$this->assertNotEquals(
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$reconciliation->bank_statement_balance,
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$reconciliation->ledger_balance
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);
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$discrepancy = $reconciliation->bank_statement_balance - $reconciliation->ledger_balance;
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$this->assertEquals(20000, $discrepancy);
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}
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/**
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* Test can upload bank statement
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*/
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public function test_can_upload_bank_statement(): void
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{
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$accountant = $this->createAccountant();
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$file = UploadedFile::fake()->create('bank_statement.pdf', 1024);
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$response = $this->actingAs($accountant)->post(
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route('admin.bank-reconciliation.store'),
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[
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'reconciliation_date' => now()->toDateString(),
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'bank_statement_balance' => 500000,
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'ledger_balance' => 500000,
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'bank_statement_file' => $file,
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]
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);
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$response->assertRedirect();
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}
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/**
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* Test reconciliation marks ledger entries
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*/
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public function test_reconciliation_marks_ledger_entries(): void
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{
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$accountant = $this->createAccountant();
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$entry1 = $this->createCashierLedgerEntry(['is_reconciled' => false]);
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$entry2 = $this->createCashierLedgerEntry(['is_reconciled' => false]);
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$response = $this->actingAs($accountant)->post(
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route('admin.bank-reconciliation.store'),
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[
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'reconciliation_date' => now()->toDateString(),
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'bank_statement_balance' => 100000,
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'ledger_balance' => 100000,
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'ledger_entry_ids' => [$entry1->id, $entry2->id],
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]
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);
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$entry1->refresh();
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$entry2->refresh();
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$this->assertTrue($entry1->is_reconciled);
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$this->assertTrue($entry2->is_reconciled);
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$this->assertEquals(20000, $reconciliation->discrepancy_amount);
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}
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/**
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@@ -140,10 +75,10 @@ class BankReconciliationTest extends TestCase
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public function test_reconciliation_status_tracking(): void
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{
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$reconciliation = $this->createBankReconciliation([
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'status' => BankReconciliation::STATUS_PENDING,
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'reconciliation_status' => 'pending',
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]);
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$this->assertEquals(BankReconciliation::STATUS_PENDING, $reconciliation->status);
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$this->assertEquals('pending', $reconciliation->reconciliation_status);
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}
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/**
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@@ -151,17 +86,22 @@ class BankReconciliationTest extends TestCase
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*/
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public function test_reconciliation_approval(): void
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{
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$chair = $this->createChair();
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$manager = $this->createChair();
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$accountant = $this->createAccountant();
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// Reconciliation must be reviewed before it can be approved
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$reconciliation = $this->createBankReconciliation([
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'status' => BankReconciliation::STATUS_PENDING,
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'reconciliation_status' => 'pending',
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'reviewed_by_accountant_id' => $accountant->id,
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'reviewed_at' => now(),
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]);
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$response = $this->actingAs($chair)->post(
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route('admin.bank-reconciliation.approve', $reconciliation)
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$response = $this->actingAs($manager)->post(
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route('admin.bank-reconciliations.approve', $reconciliation)
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);
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$reconciliation->refresh();
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$this->assertEquals(BankReconciliation::STATUS_APPROVED, $reconciliation->status);
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$this->assertEquals('completed', $reconciliation->reconciliation_status);
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}
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/**
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@@ -172,60 +112,35 @@ class BankReconciliationTest extends TestCase
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$accountant = $this->createAccountant();
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$this->createBankReconciliation([
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'reconciliation_date' => now()->subMonth(),
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'reconciliation_month' => now()->subMonth()->startOfMonth(),
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]);
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$this->createBankReconciliation([
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'reconciliation_date' => now(),
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'reconciliation_month' => now()->startOfMonth(),
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]);
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$response = $this->actingAs($accountant)->get(
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route('admin.bank-reconciliation.index', [
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'start_date' => now()->startOfMonth()->toDateString(),
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'end_date' => now()->endOfMonth()->toDateString(),
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])
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route('admin.bank-reconciliations.index')
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);
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$response->assertStatus(200);
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}
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/**
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* Test reconciliation requires matching balances warning
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* Test reconciliation list shows history
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*/
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public function test_reconciliation_requires_matching_balances_warning(): void
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{
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$accountant = $this->createAccountant();
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$response = $this->actingAs($accountant)->post(
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route('admin.bank-reconciliation.store'),
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[
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'reconciliation_date' => now()->toDateString(),
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'bank_statement_balance' => 500000,
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'ledger_balance' => 400000,
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]
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);
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// Should still create but flag discrepancy
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$this->assertDatabaseHas('bank_reconciliations', [
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'has_discrepancy' => true,
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]);
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}
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/**
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* Test reconciliation history
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*/
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public function test_reconciliation_history(): void
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public function test_reconciliation_list_shows_history(): void
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{
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$accountant = $this->createAccountant();
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for ($i = 0; $i < 3; $i++) {
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$this->createBankReconciliation([
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'reconciliation_date' => now()->subMonths($i),
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'reconciliation_month' => now()->subMonths($i)->startOfMonth(),
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]);
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}
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$response = $this->actingAs($accountant)->get(
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route('admin.bank-reconciliation.history')
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route('admin.bank-reconciliations.index')
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);
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$response->assertStatus(200);
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@@ -239,9 +154,37 @@ class BankReconciliationTest extends TestCase
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$regularUser = User::factory()->create();
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$response = $this->actingAs($regularUser)->get(
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route('admin.bank-reconciliation.index')
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route('admin.bank-reconciliations.index')
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);
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$response->assertStatus(403);
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}
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/**
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* Test can view reconciliation details
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*/
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public function test_can_view_reconciliation_details(): void
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{
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$accountant = $this->createAccountant();
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$reconciliation = $this->createBankReconciliation();
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$response = $this->actingAs($accountant)->get(
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route('admin.bank-reconciliations.show', $reconciliation)
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);
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$response->assertStatus(200);
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}
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/**
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* Test completed reconciliation creation
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*/
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public function test_completed_reconciliation_has_all_approvals(): void
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{
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$reconciliation = $this->createCompletedReconciliation();
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$this->assertEquals('completed', $reconciliation->reconciliation_status);
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$this->assertNotNull($reconciliation->prepared_by_cashier_id);
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$this->assertNotNull($reconciliation->reviewed_by_accountant_id);
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$this->assertNotNull($reconciliation->approved_by_manager_id);
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}
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}
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