Phase 1 + 2: multi-tenant scoping trait + settings-driven PayFile payment method

server/migrations/2024_01_01_000025_add_parent_and_active_to_ledger_accounts.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::table('ledger_accounts', function (Blueprint $table) {
+            $table->char('parent_account_uuid', 36)->nullable()->after('status');
+            $table->boolean('is_active')->default(true)->after('parent_account_uuid');
+
+            $table->foreign('parent_account_uuid')
+                  ->references('uuid')
+                  ->on('ledger_accounts')
+                  ->nullOnDelete();
+
+            $table->index('parent_account_uuid');
+        });
+    }
+
+    public function down()
+    {
+        Schema::table('ledger_accounts', function (Blueprint $table) {
+            $table->dropForeign(['parent_account_uuid']);
+            $table->dropIndex(['parent_account_uuid']);
+            $table->dropColumn(['parent_account_uuid', 'is_active']);
+        });
+    }
+};

server/migrations/2024_01_01_000026_create_gl_assignment_rules_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('gl_assignment_rules', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->string('name');
+            $table->integer('priority')->default(0);
+            $table->string('match_type', 20)->default('all');
+            $table->char('gl_account_uuid', 36);
+            $table->string('target', 50);
+            $table->boolean('is_active')->default(true);
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+            $table->foreign('gl_account_uuid')->references('uuid')->on('ledger_accounts');
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('gl_assignment_rules');
+    }
+};

server/migrations/2024_01_01_000027_create_gl_assignment_conditions_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('gl_assignment_conditions', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->char('gl_assignment_rule_uuid', 36);
+            $table->string('field', 50);
+            $table->string('operator', 20);
+            $table->text('value');
+            $table->json('meta')->nullable();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('gl_assignment_rule_uuid')
+                  ->references('uuid')
+                  ->on('gl_assignment_rules')
+                  ->cascadeOnDelete();
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('gl_assignment_conditions');
+    }
+};

server/migrations/2024_01_01_000028_create_gl_assignments_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('gl_assignments', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->char('gl_account_uuid', 36);
+            $table->char('gl_assignment_rule_uuid', 36)->nullable();
+            $table->string('assignable_type');
+            $table->char('assignable_uuid', 36);
+            $table->decimal('amount', 12, 2);
+            $table->string('assignment_type', 20)->default('auto');
+            $table->json('meta')->nullable();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+            $table->foreign('gl_account_uuid')->references('uuid')->on('ledger_accounts');
+            $table->foreign('gl_assignment_rule_uuid')->references('uuid')->on('gl_assignment_rules')->nullOnDelete();
+            $table->index(['assignable_type', 'assignable_uuid']);
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('gl_assignments');
+    }
+};

server/migrations/2024_01_01_000029_create_gl_export_batches_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('gl_export_batches', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->string('format', 30);
+            $table->string('status', 20)->default('pending');
+            $table->date('period_start');
+            $table->date('period_end');
+            $table->char('file_uuid', 36)->nullable();
+            $table->integer('record_count')->default(0);
+            $table->decimal('total_amount', 14, 2)->default(0);
+            $table->timestamp('exported_at')->nullable();
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('gl_export_batches');
+    }
+};

server/migrations/2024_01_01_000030_create_carrier_invoices_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('carrier_invoices', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->char('vendor_uuid', 36)->index();
+            $table->char('order_uuid', 36)->nullable()->index();
+            $table->char('shipment_uuid', 36)->nullable()->index();
+            $table->string('invoice_number')->nullable();
+            $table->string('pro_number')->nullable()->index();
+            $table->string('bol_number')->nullable()->index();
+
+            $table->string('source', 20)->default('manual');
+            $table->string('status', 20)->default('pending');
+
+            $table->decimal('invoiced_amount', 12, 2);
+            $table->decimal('planned_amount', 12, 2)->nullable();
+            $table->decimal('approved_amount', 12, 2)->nullable();
+            $table->decimal('discrepancy_amount', 12, 2)->nullable();
+            $table->decimal('discrepancy_percent', 5, 2)->nullable();
+
+            $table->string('discrepancy_type', 20)->nullable();
+            $table->string('resolution', 20)->nullable();
+            $table->text('resolution_notes')->nullable();
+            $table->char('resolved_by', 36)->nullable();
+            $table->timestamp('resolved_at')->nullable();
+
+            $table->date('invoice_date')->nullable();
+            $table->date('due_date')->nullable();
+            $table->timestamp('received_at')->nullable();
+            $table->date('pickup_date')->nullable();
+            $table->date('delivery_date')->nullable();
+
+            $table->string('currency', 3)->default('USD');
+            $table->char('file_uuid', 36)->nullable();
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+            $table->foreign('vendor_uuid')->references('uuid')->on('vendors');
+            $table->foreign('resolved_by')->references('uuid')->on('users')->nullOnDelete();
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('carrier_invoices');
+    }
+};

server/migrations/2024_01_01_000031_create_carrier_invoice_items_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('carrier_invoice_items', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->char('carrier_invoice_uuid', 36)->index();
+            $table->string('charge_type', 30);
+            $table->string('description')->nullable();
+            $table->string('accessorial_code', 20)->nullable();
+
+            $table->decimal('invoiced_amount', 10, 2);
+            $table->decimal('planned_amount', 10, 2)->nullable();
+            $table->decimal('approved_amount', 10, 2)->nullable();
+            $table->decimal('discrepancy_amount', 10, 2)->nullable();
+
+            $table->decimal('quantity', 10, 2)->nullable();
+            $table->decimal('rate', 10, 4)->nullable();
+            $table->string('rate_type', 20)->nullable();
+
+            $table->json('meta')->nullable();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('carrier_invoice_uuid')
+                  ->references('uuid')
+                  ->on('carrier_invoices')
+                  ->cascadeOnDelete();
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('carrier_invoice_items');
+    }
+};

server/migrations/2024_01_01_000032_create_carrier_invoice_audit_rules_table.php

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+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up()
+    {
+        Schema::create('carrier_invoice_audit_rules', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->string('name');
+            $table->string('rule_type', 30);
+            $table->decimal('tolerance_percent', 5, 2)->nullable();
+            $table->decimal('tolerance_amount', 10, 2)->nullable();
+            $table->string('charge_type', 30)->nullable();
+            $table->boolean('is_active')->default(true);
+            $table->integer('priority')->default(0);
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+        });
+    }
+
+    public function down()
+    {
+        Schema::dropIfExists('carrier_invoice_audit_rules');
+    }
+};

server/migrations/2024_01_01_000033_create_service_agreements_table.php

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+<?php
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration {
+    public function up() {
+        Schema::create('service_agreements', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->char('customer_uuid', 36)->index(); // the shipper/client
+            $table->string('name');
+            $table->string('status', 20)->default('draft'); // draft, active, expired, cancelled
+            $table->string('billing_frequency', 20)->default('per_shipment'); // per_shipment, weekly, biweekly, monthly
+            $table->integer('payment_terms_days')->default(30); // net 30, net 60, etc.
+            $table->date('effective_date');
+            $table->date('expiration_date')->nullable();
+            $table->string('currency', 3)->default('USD');
+            $table->text('notes')->nullable();
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+        });
+    }
+    public function down() { Schema::dropIfExists('service_agreements'); }
+};

server/migrations/2024_01_01_000034_create_charge_templates_table.php

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+<?php
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration {
+    public function up() {
+        Schema::create('charge_templates', function (Blueprint $table) {
+            $table->increments('id');
+            $table->string('uuid', 191)->nullable()->unique();
+            $table->string('public_id', 191)->nullable()->unique();
+            $table->uuid('company_uuid')->index();
+            $table->string('name');
+            $table->text('description')->nullable();
+            $table->boolean('is_active')->default(true);
+            $table->json('meta')->nullable();
+            $table->softDeletes();
+            $table->timestamp('created_at')->nullable()->index();
+            $table->timestamp('updated_at')->nullable();
+
+            $table->foreign('company_uuid')->references('uuid')->on('companies');
+        });
+    }
+    public function down() { Schema::dropIfExists('charge_templates'); }
+};