Add membership fee system with disability discount and fix document permissions
Features: - Implement two fee types: entrance fee and annual fee (both NT$1,000) - Add 50% discount for disability certificate holders - Add disability certificate upload in member profile - Integrate disability verification into cashier approval workflow - Add membership fee settings in system admin Document permissions: - Fix hard-coded role logic in Document model - Use permission-based authorization instead of role checks Additional features: - Add announcements, general ledger, and trial balance modules - Add income management and accounting entries - Add comprehensive test suite with factories - Update UI translations to Traditional Chinese 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
273
tests/Traits/CreatesFinanceData.php
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273
tests/Traits/CreatesFinanceData.php
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<?php
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namespace Tests\Traits;
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use App\Models\BankReconciliation;
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use App\Models\Budget;
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use App\Models\BudgetItem;
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use App\Models\CashierLedgerEntry;
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use App\Models\ChartOfAccount;
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use App\Models\FinanceDocument;
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use App\Models\PaymentOrder;
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use App\Models\User;
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use Illuminate\Http\UploadedFile;
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use Illuminate\Support\Facades\Storage;
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trait CreatesFinanceData
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{
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/**
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* Create a finance document at a specific approval stage
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*/
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protected function createFinanceDocument(array $attributes = []): FinanceDocument
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{
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return FinanceDocument::factory()->create($attributes);
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}
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/**
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* Create a small amount finance document (< 5000)
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*/
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protected function createSmallAmountDocument(array $attributes = []): FinanceDocument
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{
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$doc = $this->createFinanceDocument(array_merge([
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'amount' => 3000,
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], $attributes));
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// Verify it's small amount
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assert($doc->determineAmountTier() === FinanceDocument::AMOUNT_TIER_SMALL);
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return $doc;
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}
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/**
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* Create a medium amount finance document (5000 - 50000)
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*/
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protected function createMediumAmountDocument(array $attributes = []): FinanceDocument
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{
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$doc = $this->createFinanceDocument(array_merge([
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'amount' => 25000,
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], $attributes));
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// Verify it's medium amount
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assert($doc->determineAmountTier() === FinanceDocument::AMOUNT_TIER_MEDIUM);
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return $doc;
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}
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/**
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* Create a large amount finance document (> 50000)
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*/
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protected function createLargeAmountDocument(array $attributes = []): FinanceDocument
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{
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$doc = $this->createFinanceDocument(array_merge([
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'amount' => 75000,
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], $attributes));
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// Verify it's large amount
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assert($doc->determineAmountTier() === FinanceDocument::AMOUNT_TIER_LARGE);
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return $doc;
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}
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/**
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* Create a finance document at specific approval stage
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*/
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protected function createDocumentAtStage(string $stage, array $attributes = []): FinanceDocument
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{
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$statusMap = [
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'pending' => FinanceDocument::STATUS_PENDING,
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'cashier_approved' => FinanceDocument::STATUS_APPROVED_CASHIER,
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'accountant_approved' => FinanceDocument::STATUS_APPROVED_ACCOUNTANT,
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'chair_approved' => FinanceDocument::STATUS_APPROVED_CHAIR,
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'rejected' => FinanceDocument::STATUS_REJECTED,
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];
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return $this->createFinanceDocument(array_merge([
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'status' => $statusMap[$stage] ?? FinanceDocument::STATUS_PENDING,
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], $attributes));
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}
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/**
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* Create a payment order
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*/
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protected function createPaymentOrder(array $attributes = []): PaymentOrder
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{
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if (!isset($attributes['finance_document_id'])) {
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$document = $this->createDocumentAtStage('chair_approved');
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$attributes['finance_document_id'] = $document->id;
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}
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return PaymentOrder::factory()->create($attributes);
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}
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/**
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* Create a payment order at specific stage
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*/
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protected function createPaymentOrderAtStage(string $stage, array $attributes = []): PaymentOrder
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{
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$statusMap = [
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'draft' => PaymentOrder::STATUS_DRAFT,
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'pending_verification' => PaymentOrder::STATUS_PENDING_VERIFICATION,
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'verified' => PaymentOrder::STATUS_VERIFIED,
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'executed' => PaymentOrder::STATUS_EXECUTED,
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'cancelled' => PaymentOrder::STATUS_CANCELLED,
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];
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return $this->createPaymentOrder(array_merge([
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'status' => $statusMap[$stage] ?? PaymentOrder::STATUS_DRAFT,
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], $attributes));
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}
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/**
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* Create a cashier ledger entry
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*/
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protected function createCashierLedgerEntry(array $attributes = []): CashierLedgerEntry
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{
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$cashier = $attributes['recorded_by_cashier_id'] ?? User::factory()->create()->id;
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return CashierLedgerEntry::create(array_merge([
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'entry_type' => 'receipt',
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'entry_date' => now(),
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'amount' => 10000,
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'payment_method' => 'bank_transfer',
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'bank_account' => 'Test Bank Account',
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'balance_before' => 0,
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'balance_after' => 10000,
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'recorded_by_cashier_id' => $cashier,
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'recorded_at' => now(),
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], $attributes));
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}
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/**
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* Create a receipt entry (income)
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*/
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protected function createReceiptEntry(int $amount, string $bankAccount = 'Test Account', array $attributes = []): CashierLedgerEntry
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{
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$latestBalance = CashierLedgerEntry::getLatestBalance($bankAccount);
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return $this->createCashierLedgerEntry(array_merge([
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'entry_type' => 'receipt',
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'amount' => $amount,
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'bank_account' => $bankAccount,
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'balance_before' => $latestBalance,
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'balance_after' => $latestBalance + $amount,
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], $attributes));
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}
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/**
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* Create a payment entry (expense)
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*/
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protected function createPaymentEntry(int $amount, string $bankAccount = 'Test Account', array $attributes = []): CashierLedgerEntry
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{
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$latestBalance = CashierLedgerEntry::getLatestBalance($bankAccount);
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return $this->createCashierLedgerEntry(array_merge([
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'entry_type' => 'payment',
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'amount' => $amount,
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'bank_account' => $bankAccount,
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'balance_before' => $latestBalance,
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'balance_after' => $latestBalance - $amount,
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], $attributes));
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}
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/**
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* Create a bank reconciliation
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*/
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protected function createBankReconciliation(array $attributes = []): BankReconciliation
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{
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$cashier = $attributes['prepared_by_cashier_id'] ?? User::factory()->create()->id;
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return BankReconciliation::create(array_merge([
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'reconciliation_month' => now()->startOfMonth(),
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'bank_statement_date' => now(),
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'bank_statement_balance' => 100000,
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'system_book_balance' => 100000,
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'outstanding_checks' => [],
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'deposits_in_transit' => [],
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'bank_charges' => [],
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'prepared_by_cashier_id' => $cashier,
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'prepared_at' => now(),
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'reconciliation_status' => 'pending',
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'discrepancy_amount' => 0,
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], $attributes));
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}
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/**
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* Create a bank reconciliation with discrepancy
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*/
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protected function createReconciliationWithDiscrepancy(int $discrepancy, array $attributes = []): BankReconciliation
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{
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return $this->createBankReconciliation(array_merge([
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'bank_statement_balance' => 100000,
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'system_book_balance' => 100000 - $discrepancy,
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'discrepancy_amount' => $discrepancy,
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'reconciliation_status' => 'discrepancy',
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], $attributes));
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}
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/**
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* Create a completed bank reconciliation
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*/
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protected function createCompletedReconciliation(array $attributes = []): BankReconciliation
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{
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$cashier = User::factory()->create();
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$accountant = User::factory()->create();
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$manager = User::factory()->create();
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return $this->createBankReconciliation(array_merge([
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'prepared_by_cashier_id' => $cashier->id,
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'prepared_at' => now()->subDays(3),
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'reviewed_by_accountant_id' => $accountant->id,
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'reviewed_at' => now()->subDays(2),
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'approved_by_manager_id' => $manager->id,
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'approved_at' => now()->subDay(),
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'reconciliation_status' => 'completed',
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], $attributes));
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}
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/**
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* Create a budget
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*/
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protected function createBudget(array $attributes = []): Budget
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{
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return Budget::factory()->create($attributes);
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}
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/**
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* Create a budget with items
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*/
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protected function createBudgetWithItems(int $itemCount = 3, array $budgetAttributes = []): Budget
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{
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$budget = $this->createBudget($budgetAttributes);
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for ($i = 0; $i < $itemCount; $i++) {
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$account = ChartOfAccount::factory()->create();
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BudgetItem::factory()->create([
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'budget_id' => $budget->id,
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'chart_of_account_id' => $account->id,
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'budgeted_amount' => rand(10000, 50000),
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]);
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}
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return $budget->fresh('items');
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}
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/**
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* Create a fake attachment file
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*/
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protected function createFakeAttachment(string $name = 'document.pdf'): UploadedFile
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{
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return UploadedFile::fake()->create($name, 100, 'application/pdf');
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}
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/**
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* Get valid finance document data
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*/
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protected function getValidFinanceDocumentData(array $overrides = []): array
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{
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return array_merge([
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'title' => 'Test Finance Document',
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'description' => 'Test description',
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'amount' => 10000,
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'request_type' => FinanceDocument::REQUEST_TYPE_EXPENSE_REIMBURSEMENT,
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'payee_name' => 'Test Payee',
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'notes' => 'Test notes',
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], $overrides);
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}
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}
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