InvoicePlane · nielsdrost7 · Dec 29, 2025 · Dec 29, 2025 · Dec 29, 2025 · Dec 29, 2025
diff --git a/.github/CHECKLIST.md b/.github/CHECKLIST.md
@@ -1,12 +1,12 @@
 # InvoicePlane V2 – Feature Test Checklist
 
-I've written some tests. Indexes first. After indexes, the statuses, etc. After that the special cases, exceptions, etc., then the Create, Update, Delete actions within the different *modules*.  
-Some *modules* had a *sub page*. For example: Invoices have invoice_groups as a *sub page*.  
+I've written some tests. Indexes first. After indexes, the statuses, etc. After that the special cases, exceptions, etc., then the Create, Update, Delete actions within the different *modules*.
+Some *modules* had a *sub page*. For example: Invoices have invoice_groups as a *sub page*.
 Maybe I'll do the *settings* per module as a separate row in this checklist.
 
 ## Notes (Invoices)
 - Tests for overdue invoices are missing:
-  - If status NOT IN (1,4) and DATEDIFF((NOW), invoice_date_due) > 0 then `is_overdue` is true
+ - If status NOT IN (1,4) and DATEDIFF((NOW), invoice_date_due) > 0 then `is_overdue` is true
 - Make special scope for overdue invoices
 - Test for that scope
 
@@ -18,39 +18,39 @@ Maybe I'll do the *settings* per module as a separate row in this checklist.
 
 ## Test Coverage
 
-| Module    | Submodule        | Index (happy) | Specials (happy) | Create (happy) | Update (happy) | Delete (happy) | Translations |
+| Module | Submodule | Index (happy) | Specials (happy) | Create (happy) | Update (happy) | Delete (happy) | Translations |
 |-----------|------------------|:-------------:|:----------------:|:--------------:|:--------------:|:--------------:|:------------:|
-| clients   |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | user_clients     |               |                  | ✔️             | ✔️             |                |              |
-| core      |                  |               |                  | ✔️             | ✔️             |                |              |
-|           | custom_fields    |               |                  | ✔️             | ✔️             |                |              |
-|           | custom_values    |               |                  | ✔️             | ✔️             |                |              |
-|           | dashboard        | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | email_templates  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | filter           |               |                  | ✔️             | ✔️             |                |              |
-|           | guest            | (view missing)|                  | ✔️             | ✔️             |                |              |
-|           | import           | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | layout           |               |                  | ✔️             | ✔️             |                |              |
-|           | mailer           |               |                  | ✔️             | ✔️             |                |              |
-|           | sessions         |               |                  | ✔️             | ✔️             |                |              |
-|           | settings         | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | upload           |               |                  | ✔️             | ✔️             |                |              |
-|           | welcome          | ✔️            |                  | ✔️             | ✔️             |                |              |
-| invoices  |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | invoice_groups   | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | tax_rates        | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | peppol           | ✔️            | ✔️               | ✔️             | ✔️             |                |              |
-| payments  |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | payment_methods  | ✔️            |                  | ✔️             | ✔️             |                |              |
-| products  |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | families         | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | units            | ✔️            |                  | ✔️             | ✔️             |                |              |
-| projects  |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-|           | tasks            | ✔️            |                  | ✔️             | ✔️             |                |              |
-| quotes    |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-| reports   |                  |               |                  | ✔️             | ✔️             |                |              |
-| users     |                  | ✔️            |                  | ✔️             | ✔️             |                |              |
-| setup     |                  |               |                  | ✔️             | ✔️             |                |              |
+| clients | | | | | | | |
+| | user_clients | | | | | | |
+| core | | | | | | | |
+| | custom_fields | | | | | | |
+| | custom_values | | | | | | |
+| | dashboard | | | | | | |
+| | email_templates | | | | | | |
+| | filter | | | | | | |
+| | guest | (view missing)| | | | | |
+| | import | | | | | | |
+| | layout | | | | | | |
+| | mailer | | | | | | |
+| | sessions | | | | | | |
+| | settings | | | | | | |
+| | upload | | | | | | |
+| | welcome | | | | | | |
+| invoices | | | | | | | |
+| | invoice_groups | | | | | | |
+| | tax_rates | | | | | | |
+| | peppol | | | | | | |
+| payments | | | | | | | |
+| | payment_methods | | | | | | |
+| products | | | | | | | |
+| | families | | | | | | |
+| | units | | | | | | |
+| projects | | | | | | | |
+| | tasks | | | | | | |
+| quotes | | | | | | | |
+| reports | | | | | | | |
+| users | | | | | | | |
+| setup | | | | | | | |
 
 ---
 

diff --git a/.github/CONTRIBUTING.md b/.github/CONTRIBUTING.md
@@ -10,13 +10,13 @@ Thank you for considering contributing to **InvoicePlane V2** — a Laravel + Fi
 - **Filament** used for all UI
 - **Livewire** used for reactive components
 - **Modular** folder structure only:
-  - `Modules/{Module}/Filament/Admin/Resources/`
-  - `Modules/{Module}/Services/`
-  - `Modules/{Module}/Tests/Feature/`
+ - `Modules/{Module}/Filament/Admin/Resources/`
+ - `Modules/{Module}/Services/`
+ - `Modules/{Module}/Tests/Feature/`
 - Use:
-  - `BelongsToCompany` trait for multi-tenancy
-  - `DTOs` + `Transformers` for all data
-  - `Services` for all business logic
+ - `BelongsToCompany` trait for multi-tenancy
+ - `DTOs` + `Transformers` for all data
+ - `Services` for all business logic
 
 ---
 
@@ -53,8 +53,8 @@ All tests should have:
 /**
  * @payload missing: invoice_number
  * {
- *   "customer_id": 1,
- *   "due_date": "2025-06-01"
+ * "customer_id": 1,
+ * "due_date": "2025-06-01"
  * }
  */
 public function it_fails_to_create_invoice_without_required_invoice_number(): void
@@ -69,8 +69,6 @@ Pull Requests
 - Translate if needed
 - Add tests where you can
 
-
-
 ---
 
 Translation
@@ -80,8 +78,6 @@ All strings use trans('...')
 Translations managed via Crowdin:
 https://translations.invoiceplane.com
 
-
-
 ---
 
 Community
@@ -91,5 +87,3 @@ Discord: https://discord.gg/PPzD2hTrXt
 Community Forums: https://community.invoiceplane.com
 
 GitHub Issues: https://github.com/InvoicePlane/InvoicePlane-v2/issues
-
-
diff --git a/.github/DOCKER.md b/.github/DOCKER.md
@@ -28,7 +28,6 @@ docker compose up -d
 
 Visit: http://localhost/ivpl
 
-
 ---
 
 Useful Commands
@@ -41,8 +40,6 @@ View logs	docker compose logs -f
 Run artisan	docker compose exec app php artisan
 Rebuild containers	docker compose build --no-cache
 
-
-
 ---
 
 Services
@@ -55,8 +52,6 @@ Mail: MailCatcher (port 1080)
 
 Queue: Redis (optional)
 
-
-
 ---
 
 Customize Docker
@@ -67,8 +62,6 @@ Override PHP version via Dockerfile
 
 Add volumes for local persistence if needed
 
-
-
 ---
 
 Troubleshooting
@@ -79,14 +72,10 @@ Permission issues: Ensure Docker has access to your project folder
 
 Missing .env config: Re-run cp .env.example .env and adjust
 
-
 ---
 
-
-
 ---
 
 What's Next?
 
 Visit CHECKLIST.md if contributing
-
diff --git a/.github/EXPORT-REFACTORING.md b/.github/EXPORT-REFACTORING.md
@@ -24,9 +24,9 @@ All modules now have dedicated Filament Exporters located in `Modules/{ModuleNam
 **Internationalization:**
 - All notification strings use trans() function
 - New translation keys in resources/lang/en/ip.php:
-  - `export_completed` - Success notification
-  - `export_failed_rows` - Failure notification  
-  - `row` - Pluralizable row/rows
+ - `export_completed` - Success notification
+ - `export_failed_rows` - Failure notification
+ - `row` - Pluralizable row/rows
 
 **Expenses Module:**
 - `ExpenseExporter` - Regular export with 7 columns
@@ -148,16 +148,16 @@ For each module (Expenses, Products, Quotes, Projects, Tasks, Relations, Contact
 1. Navigate to the list page
 2. Click the "Export" button
 3. Test each of the 4 export options:
-   - Export as CSV (v2)
-   - Export as CSV (v1, Legacy)
-   - Export as Excel (v2)
-   - Export as Excel (v1, Legacy)
+ - Export as CSV (v2)
+ - Export as CSV (v1, Legacy)
+ - Export as Excel (v2)
+ - Export as Excel (v1, Legacy)
 4. Verify:
-   - Modal opens with column selection
-   - Export completes successfully
-   - Notification is received
-   - File downloads correctly
-   - File contains expected data and columns
+ - Modal opens with column selection
+ - Export completes successfully
+ - Notification is received
+ - File downloads correctly
+ - File contains expected data and columns
 
 ### Automated Testing
 

diff --git a/.github/IMPORTING.md b/.github/IMPORTING.md
@@ -4,14 +4,14 @@ InvoicePlane supports importing data from external systems using CSV files. This
 
 ---
 
-## 📂 Accessing the Import Tool
+## Accessing the Import Tool
 
 1. Navigate to **Settings**.
 2. Click on **Import Data**.
 
 ---
 
-## 📄 Import Requirements
+## Import Requirements
 
 To ensure a successful import:
 
@@ -26,72 +26,72 @@ To ensure a successful import:
 
 ---
 
-## 📁 Supported Files and Structures
+## Supported Files and Structures
 
 ### 1. `customers.csv`
 
-| Column Name         | Description                         |
+| Column Name | Description |
 |---------------------|-------------------------------------|
-| `client_name`       | Customer's full name                |
-| `client_address_1`  | Primary address line                |
-| `client_address_2`  | Secondary address line              |
-| `client_city`       | City                                |
-| `client_state`      | State or province                   |
-| `client_zip`        | ZIP or postal code                  |
-| `client_country`    | Country                             |
-| `client_phone`      | Phone number                        |
-| `client_fax`        | Fax number                          |
-| `client_mobile`     | Mobile number                       |
-| `client_email`      | Email address                       |
-| `client_web`        | Website URL                         |
-| `client_vat_id`     | VAT identification number           |
-| `client_tax_code`   | Tax code                            |
-| `client_active`     | Status (`1` for active, `0` for inactive) |
+| `client_name` | Customer's full name |
+| `client_address_1` | Primary address line |
+| `client_address_2` | Secondary address line |
+| `client_city` | City |
+| `client_state` | State or province |
+| `client_zip` | ZIP or postal code |
+| `client_country` | Country |
+| `client_phone` | Phone number |
+| `client_fax` | Fax number |
+| `client_mobile` | Mobile number |
+| `client_email` | Email address |
+| `client_web` | Website URL |
+| `client_vat_id` | VAT identification number |
+| `client_tax_code` | Tax code |
+| `client_active` | Status (`1` for active, `0` for inactive) |
 
 ### 2. `invoices.csv`
 
-| Column Name             | Description                               |
+| Column Name | Description |
 |-------------------------|-------------------------------------------|
-| `user_email`            | Email of the InvoicePlane user            |
-| `client_name`           | Name of the customer                      |
-| `invoice_date_created`  | Creation date (`YYYY-MM-DD`)              |
-| `invoice_date_due`      | Due date (`YYYY-MM-DD`)                   |
-| `invoice_number`        | Unique invoice number                     |
-| `invoice_terms`         | Payment terms                             |
+| `user_email` | Email of the InvoicePlane user |
+| `client_name` | Name of the customer |
+| `invoice_date_created` | Creation date (`YYYY-MM-DD`) |
+| `invoice_date_due` | Due date (`YYYY-MM-DD`) |
+| `invoice_number` | Unique invoice number |
+| `invoice_terms` | Payment terms |
 
 ### 3. `invoice_items.csv`
 
-| Column Name        | Description                               |
+| Column Name | Description |
 |--------------------|-------------------------------------------|
-| `invoice_number`   | Associated invoice number                 |
-| `item_tax_rate`    | Tax rate (e.g., `7.8` for 7.8%)           |
-| `item_date_added`  | Date added (`YYYY-MM-DD`)                 |
-| `item_name`        | Name of the item                          |
-| `item_description` | Description of the item                   |
-| `item_quantity`    | Quantity of the item                      |
-| `item_price`       | Price per item (numeric, no currency symbols) |
+| `invoice_number` | Associated invoice number |
+| `item_tax_rate` | Tax rate (e.g., `7.8` for 7.8%) |
+| `item_date_added` | Date added (`YYYY-MM-DD`) |
+| `item_name` | Name of the item |
+| `item_description` | Description of the item |
+| `item_quantity` | Quantity of the item |
+| `item_price` | Price per item (numeric, no currency symbols) |
 
 ### 4. `payments.csv`
 
-| Column Name      | Description                               |
+| Column Name | Description |
 |------------------|-------------------------------------------|
-| `invoice_number` | Associated invoice number                 |
-| `payment_method` | Method of payment (e.g., Cash, Credit)    |
-| `payment_date`   | Date of payment (`YYYY-MM-DD`)            |
+| `invoice_number` | Associated invoice number |
+| `payment_method` | Method of payment (e.g., Cash, Credit) |
+| `payment_date` | Date of payment (`YYYY-MM-DD`) |
 | `payment_amount` | Amount paid (numeric, no currency symbols)|
-| `payment_note`   | Additional notes                          |
+| `payment_note` | Additional notes |
 
 ---
 
-## ⚠️ Important Notes
+## Important Notes
 
 - **Custom Fields**: Importing custom fields is not supported in the current version.
 - **Data Validation**: Ensure all data is accurate and conforms to the required formats to prevent import errors.
 - **Testing**: It's recommended to test imports with a small dataset before full-scale importing.
 
 ---
 
-## 🛠️ Troubleshooting
+## Troubleshooting
 
 - **Import Errors**: If the import process fails, double-check file formats, headers, and data consistency.
 - **Community Support**: For assistance, visit the [InvoicePlane Community Forums](https://community.invoiceplane.com/).