usher-manage-stack/setup-financial-workflow.sh

#!/bin/bash

###############################################################################
# Financial Workflow Setup Script
#
# This script sets up the complete financial workflow system including:
# - Database migrations for payment orders, cashier ledger, and reconciliations
# - Permissions and roles seeder
# - Test data (optional)
###############################################################################

set -e  # Exit on error

echo "======================================================================"
echo "Financial Workflow System Setup"
echo "======================================================================"
echo ""

# Colors for output
RED='\033[0;31m'
GREEN='\033[0;32m'
YELLOW='\033[1;33m'
BLUE='\033[0;34m'
NC='\033[0m' # No Color

# Function to print colored messages
print_success() {
    echo -e "${GREEN}✓${NC} $1"
}

print_info() {
    echo -e "${BLUE}ℹ${NC} $1"
}

print_warning() {
    echo -e "${YELLOW}⚠${NC} $1"
}

print_error() {
    echo -e "${RED}✗${NC} $1"
}

# Check if we're in the right directory
if [ ! -f "artisan" ]; then
    print_error "Error: artisan file not found. Please run this script from the project root."
    exit 1
fi

print_info "Starting financial workflow setup..."
echo ""

# Step 1: Run migrations
echo "======================================================================"
echo "Step 1: Running Database Migrations"
echo "======================================================================"
echo ""

print_info "Running all pending migrations..."
php artisan migrate --force

if [ $? -eq 0 ]; then
    print_success "Migrations completed successfully"
else
    print_error "Migration failed. Please check the error above."
    exit 1
fi

echo ""

# Step 2: Run Financial Workflow Permissions Seeder
echo "======================================================================"
echo "Step 2: Setting up Permissions and Roles"
echo "======================================================================"
echo ""

print_info "Running FinancialWorkflowPermissionsSeeder..."
php artisan db:seed --class=FinancialWorkflowPermissionsSeeder

if [ $? -eq 0 ]; then
    print_success "Financial permissions and roles created successfully"
    echo ""
    print_info "The following roles have been created:"
    echo "  - finance_cashier (出納 - manages money)"
    echo "  - finance_accountant (會計 - manages books)"
    echo "  - finance_chair (理事長 - approves medium/large amounts)"
    echo "  - finance_board_member (理事 - approves large amounts)"
    echo "  - finance_requester (申請人 - submits requests)"
else
    print_warning "Seeder may have already run or encountered an issue"
fi

echo ""

# Step 3: Optional - Create test users
echo "======================================================================"
echo "Step 3: Test Users (Optional)"
echo "======================================================================"
echo ""

read -p "Do you want to create test users for each financial role? (y/n) " -n 1 -r
echo ""

if [[ $REPLY =~ ^[Yy]$ ]]; then
    print_info "Creating test users..."

    php artisan tinker --execute="
        use App\Models\User;
        use Spatie\Permission\Models\Role;

        // Create test cashier
        \$cashier = User::firstOrCreate(
            ['email' => 'cashier@test.com'],
            ['name' => 'Test Cashier', 'password' => bcrypt('password')]
        );
        \$cashier->assignRole('finance_cashier');
        echo 'Created: cashier@test.com (password: password)' . PHP_EOL;

        // Create test accountant
        \$accountant = User::firstOrCreate(
            ['email' => 'accountant@test.com'],
            ['name' => 'Test Accountant', 'password' => bcrypt('password')]
        );
        \$accountant->assignRole('finance_accountant');
        echo 'Created: accountant@test.com (password: password)' . PHP_EOL;

        // Create test chair
        \$chair = User::firstOrCreate(
            ['email' => 'chair@test.com'],
            ['name' => 'Test Chair', 'password' => bcrypt('password')]
        );
        \$chair->assignRole('finance_chair');
        echo 'Created: chair@test.com (password: password)' . PHP_EOL;

        // Create test requester
        \$requester = User::firstOrCreate(
            ['email' => 'requester@test.com'],
            ['name' => 'Test Requester', 'password' => bcrypt('password')]
        );
        \$requester->assignRole('finance_requester');
        echo 'Created: requester@test.com (password: password)' . PHP_EOL;
    "

    print_success "Test users created successfully"
    echo ""
    print_info "Test users created with password: 'password'"
else
    print_info "Skipping test user creation"
fi

echo ""

# Step 4: Clear caches
echo "======================================================================"
echo "Step 4: Clearing Caches"
echo "======================================================================"
echo ""

print_info "Clearing application caches..."
php artisan config:clear
php artisan cache:clear
php artisan route:clear
php artisan view:clear

print_success "Caches cleared"
echo ""

# Step 5: Summary
echo "======================================================================"
echo "Setup Complete! 🎉"
echo "======================================================================"
echo ""

print_success "Financial workflow system is now ready to use!"
echo ""

echo "Next steps:"
echo "1. Assign financial roles to your users"
echo "2. Create your first finance document"
echo "3. Test the complete workflow:"
echo ""
echo "   Workflow stages:"
echo "   ├─ Stage 1: Approval (Cashier → Accountant → Chair → Board)"
echo "   ├─ Stage 2: Payment (Accountant creates → Cashier verifies → Cashier executes)"
echo "   ├─ Stage 3: Recording (Cashier ledger + Accountant transactions)"
echo "   └─ Stage 4: Reconciliation (Monthly bank reconciliation)"
echo ""

echo "Key routes:"
echo "  - Finance Documents:      /admin/finance-documents"
echo "  - Payment Orders:         /admin/payment-orders"
echo "  - Cashier Ledger:         /admin/cashier-ledger"
echo "  - Bank Reconciliations:   /admin/bank-reconciliations"
echo ""

print_info "For detailed testing instructions, see: tests/FINANCIAL_WORKFLOW_TEST_PLAN.md"
echo ""

exit 0