* test(taxes): cover compound_tax API semantics and validate it as boolean
* feat(taxes): restore the compound tax toggle in tax type settings
* feat(taxes): compute document-level compound tax amounts
Two-pass recalculation: simple taxes on the discounted subtotal, compound
taxes on the subtotal plus all simple taxes (v2 parity; branch order
fixed -> compound -> inclusive back-out -> simple). Amounts now also
recalculate on tax add/remove and on the tax-inclusive toggle, which
previously never triggered recalculation.
* feat(taxes): support compound taxes in per-item mode
Per-item tax rows now carry the compound flag and charge compound taxes
on the item's discounted base plus its simple taxes, through the same
calcTaxAmount branch order as document-level taxes. The item row splits
its tax sums into simple and compound so a compound row can never widen
its own base.
Also fixes two pre-existing bugs: the per-item tax dropdown read
window.__taxTypes, which nothing ever assigned, so it always rendered
empty (tax types are now fetched by the items table and passed down);
and removing a tax row hard-zeroed the item's totals instead of
re-syncing them.
* fix(invoices): skip placeholder tax rows when persisting item taxes
The document form keeps one empty placeholder tax row per item in
per-item tax mode. Its empty name is nullified by the framework's
empty-string middleware, so inserting it violated the NOT NULL
constraint and turned every per-item save into a 500. The equivalent
v2 guard keyed on a null amount, which the v3 stub (amount: 0) evades;
keying on the missing tax_type_id catches it.
v3 port. Invoice/estimate/recurring creation and update accepted total,
sub_total, tax and due_amount straight from the request with no recalculation,
letting a client persist financial totals that don't match the line items
(and corrupt the invoice update due-amount/paid-amount logic which keyed off
the client total).
- Adds App\Support\DocumentTotals (mirrors the front-end calc) trusting only
price/quantity/discounts/tax-line amounts.
- getInvoicePayload/getEstimatePayload/getRecurringInvoicePayload override the
client totals; the shared DocumentItemService::createItems recomputes each
item total; InvoiceService::update keys its due-amount logic off the
recomputed total.
Adds DocumentTotals unit tests + a feature test proving a tampered invoice
total is ignored; existing create/update tests no longer assert the now
server-authoritative derived totals.
v3 port of the v2 authorization fixes.
- Notes IDOR (GHSA-85wc): NotePolicy checks the note's company_id and
NotesController passes the bound model to authorize() on show/update/destroy.
- Estimate<->Invoice convert IDOR (GHSA-j2vg): EstimatesController::convertToInvoice
and InvoicesController::convertToEstimate authorize 'view' on the source
document before creating the target.
- Member bulk-delete (GHSA-wxrv): MembersController scopes ids via
User::whereCompany() before MemberService::delete.
Adds feature tests for cross-company 403s + same-company happy paths.
V1/Admin -> Company (company-scoped controllers)
V1/SuperAdmin -> Admin (platform-wide admin controllers)
V1/Customer -> CustomerPortal (customer-facing portal)
V1/Installation -> Setup (installation wizard)
V1/PDF -> Pdf (consistent casing)
V1/Modules -> Modules (drop V1 prefix)
V1/Webhook -> Webhook (drop V1 prefix)
The V1 prefix served no purpose - API versioning is in the route prefix
(/api/v1/), not the controller namespace. "Admin" was misleading for
company-scoped controllers. "SuperAdmin" is now simply "Admin" for
platform administration.
* feat: Tax included
* Added a toggle switch in tax settings to enable the feature.
* Database migration adding tax_included field into estimates, invoices
and recurring invoices table.
* Toggle switch to enable and store the tax_included by estimates,
invoices and recurring invoices.
* In case of tax included enabled, total taxes will be recalculated and
the invoices, estimates and recurring invoices total won't be sum with
taxes.
* Apply tax included when discount_per_item/tax_per_item item is enabled.
* Custom component to show the net total when tax included is enabled.
* Update invoice and estimates pdfs with net total.
* chore: Tax included by default
A switch button inside the tax settings to enable the tax included by
default in invoices, estimates and recurring invoices.
* Convert string references to `::class`
PHP 5.5.9 adds the new static `class` property which provides the fully qualified class name. This is preferred over using strings for class names since the `class` property references are checked by PHP.
* Use Faker methods
Accessing Faker properties was deprecated in Faker 1.14.
* Convert route options to fluent methods
Laravel 8 adopts the tuple syntax for controller actions. Since the old options array is incompatible with this syntax, Shift converted them to use modern, fluent methods.
* Adopt class based routes
* Remove default `app` files
* Shift core files
* Streamline config files
* Set new `ENV` variables
* Default new `bootstrap/app.php`
* Re-register HTTP middleware
* Consolidate service providers
* Re-register service providers
* Re-register routes
* Re-register scheduled commands
* Bump Composer dependencies
* Use `<env>` tags for configuration
`<env>` tags have a lower precedence than system environment variables making it easier to overwrite PHPUnit configuration values in additional environments, such a CI.
Review this blog post for more details on configuration precedence when testing Laravel: https://jasonmccreary.me/articles/laravel-testing-configuration-precedence/
* Adopt anonymous migrations
* Rename `password_resets` table
* Convert `$casts` property to method
* Adopt Laravel type hints
* Mark base controller as `abstract`
* Remove `CreatesApplication` testing trait
* Shift cleanup
* Fix shift first issues
* Updating Rules for laravel 11, sanctum config and pint
* Fix Carbon issue on dashboard
* Temporary fix for tests while migration is issue fixed on laravel side
* Carbon needs numerical values, not strings
* Minimum php version
* Fix domain installation step not fetching the correct company_id
* Fix Role Policy wasn't properly registered
---------
Darko Gjorgjijoski