usher-manage-stack/tests/Feature/EndToEnd/FinanceWorkflowEndToEndTest.php

<?php

namespace Tests\Feature\EndToEnd;

use App\Models\BankReconciliation;
use App\Models\CashierLedgerEntry;
use App\Models\FinanceDocument;
use App\Models\PaymentOrder;
use App\Models\User;
use Illuminate\Foundation\Testing\RefreshDatabase;
use Illuminate\Support\Facades\Mail;
use Illuminate\Support\Facades\Storage;
use Tests\TestCase;
use Tests\Traits\CreatesFinanceData;
use Tests\Traits\SeedsRolesAndPermissions;

/**
 * End-to-End Finance Workflow Tests
 *
 * Tests the complete financial workflow:
 * Stage 1: Finance Document Approval (Secretary → Chair → Board based on amount)
 * Stage 2: Disbursement (Requester + Cashier confirmation)
 * Stage 3: Recording (Accountant records to ledger)
 * Stage 4: Bank Reconciliation (Preparation → Review → Approval)
 */
class FinanceWorkflowEndToEndTest extends TestCase
{
    use RefreshDatabase, SeedsRolesAndPermissions, CreatesFinanceData;

    protected User $secretary;
    protected User $cashier;
    protected User $accountant;
    protected User $chair;
    protected User $boardMember;

    protected function setUp(): void
    {
        parent::setUp();
        Storage::fake('local');
        Mail::fake();
        $this->seedRolesAndPermissions();

        $this->secretary = $this->createSecretary(['email' => 'secretary@test.com']);
        $this->cashier = $this->createCashier(['email' => 'cashier@test.com']);
        $this->accountant = $this->createAccountant(['email' => 'accountant@test.com']);
        $this->chair = $this->createChair(['email' => 'chair@test.com']);
        $this->boardMember = $this->createBoardMember(['email' => 'board@test.com']);
    }

    /**
     * Test small amount (< 5000) complete workflow
     * Small amounts only require Secretary approval
     */
    public function test_small_amount_complete_workflow(): void
    {
        // Create small amount document
        $document = $this->createSmallAmountDocument([
            'status' => FinanceDocument::STATUS_PENDING,
            'submitted_by_user_id' => User::factory()->create()->id,
        ]);

        $this->assertEquals(FinanceDocument::AMOUNT_TIER_SMALL, $document->determineAmountTier());

        // Secretary approves - should be fully approved for small amounts
        $this->actingAs($this->secretary)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_SECRETARY, $document->status);

        // Small amounts are complete after secretary approval
        $this->assertTrue($document->isApprovalComplete());
    }

    /**
     * Test medium amount (5000 - 50000) complete workflow
     * Medium amounts require Secretary + Chair approval
     */
    public function test_medium_amount_complete_workflow(): void
    {
        $document = $this->createMediumAmountDocument([
            'status' => FinanceDocument::STATUS_PENDING,
            'submitted_by_user_id' => User::factory()->create()->id,
        ]);

        $this->assertEquals(FinanceDocument::AMOUNT_TIER_MEDIUM, $document->determineAmountTier());

        // Stage 1: Secretary approves
        $this->actingAs($this->secretary)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_SECRETARY, $document->status);

        // Stage 2: Chair approves - final approval for medium amounts
        $this->actingAs($this->chair)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_CHAIR, $document->status);

        $this->assertTrue($document->isApprovalComplete());
    }

    /**
     * Test large amount (> 50000) complete workflow with board approval
     */
    public function test_large_amount_complete_workflow_with_board_approval(): void
    {
        $document = $this->createLargeAmountDocument([
            'status' => FinanceDocument::STATUS_PENDING,
            'submitted_by_user_id' => User::factory()->create()->id,
        ]);

        $this->assertEquals(FinanceDocument::AMOUNT_TIER_LARGE, $document->determineAmountTier());

        // Approval sequence: Secretary → Chair → Board
        $this->actingAs($this->secretary)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_SECRETARY, $document->status);

        $this->actingAs($this->chair)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_CHAIR, $document->status);

        // Board approval for large amounts
        $this->actingAs($this->boardMember)->post(
            route('admin.finance.approve', $document)
        );
        $document->refresh();
        $this->assertEquals(FinanceDocument::STATUS_APPROVED_BOARD, $document->status);

        $this->assertTrue($document->isApprovalComplete());
    }

    /**
     * Test cashier ledger to bank reconciliation flow
     */
    public function test_cashier_ledger_to_bank_reconciliation(): void
    {
        // Create ledger entries
        $this->createReceiptEntry(100000, 'Main Account', [
            'recorded_by_cashier_id' => $this->cashier->id,
        ]);
        $this->createPaymentEntry(30000, 'Main Account', [
            'recorded_by_cashier_id' => $this->cashier->id,
        ]);

        // Current balance should be 70000
        $balance = CashierLedgerEntry::getLatestBalance('Main Account');
        $this->assertEquals(70000, $balance);

        // Create bank reconciliation
        $reconciliation = $this->createBankReconciliation([
            'bank_statement_balance' => 70000,
            'system_book_balance' => 70000,
            'discrepancy_amount' => 0,
        ]);

        $this->assertEquals(0, $reconciliation->discrepancy_amount);
    }

    /**
     * Test rejection at each approval stage
     */
    public function test_rejection_at_each_approval_stage(): void
    {
        // Test rejection at secretary stage
        $doc1 = $this->createFinanceDocument(['status' => FinanceDocument::STATUS_PENDING]);
        $this->actingAs($this->secretary)->post(
            route('admin.finance.reject', $doc1),
            ['rejection_reason' => 'Missing documentation']
        );
        $doc1->refresh();
        $this->assertEquals(FinanceDocument::STATUS_REJECTED, $doc1->status);

        // Test rejection at chair stage
        $doc2 = $this->createDocumentAtStage('secretary_approved', ['amount' => 25000]);
        $this->actingAs($this->chair)->post(
            route('admin.finance.reject', $doc2),
            ['rejection_reason' => 'Amount exceeds policy limit']
        );
        $doc2->refresh();
        $this->assertEquals(FinanceDocument::STATUS_REJECTED, $doc2->status);

        // Test rejection at board stage
        $doc3 = $this->createDocumentAtStage('chair_approved', ['amount' => 75000]);
        $this->actingAs($this->boardMember)->post(
            route('admin.finance.reject', $doc3),
            ['rejection_reason' => 'Not within budget allocation']
        );
        $doc3->refresh();
        $this->assertEquals(FinanceDocument::STATUS_REJECTED, $doc3->status);
    }

    /**
     * Test amount tier determination
     */
    public function test_amount_tier_determination(): void
    {
        $smallDoc = $this->createFinanceDocument(['amount' => 3000]);
        $this->assertEquals(FinanceDocument::AMOUNT_TIER_SMALL, $smallDoc->determineAmountTier());

        $mediumDoc = $this->createFinanceDocument(['amount' => 25000]);
        $this->assertEquals(FinanceDocument::AMOUNT_TIER_MEDIUM, $mediumDoc->determineAmountTier());

        $largeDoc = $this->createFinanceDocument(['amount' => 75000]);
        $this->assertEquals(FinanceDocument::AMOUNT_TIER_LARGE, $largeDoc->determineAmountTier());
    }

    /**
     * Test document status constants match workflow
     */
    public function test_document_status_constants(): void
    {
        $this->assertEquals('pending', FinanceDocument::STATUS_PENDING);
        $this->assertEquals('approved_secretary', FinanceDocument::STATUS_APPROVED_SECRETARY);
        $this->assertEquals('approved_chair', FinanceDocument::STATUS_APPROVED_CHAIR);
        $this->assertEquals('approved_board', FinanceDocument::STATUS_APPROVED_BOARD);
        $this->assertEquals('rejected', FinanceDocument::STATUS_REJECTED);
    }
}