[IP-160]: convert a quote to a draft invoice

Modules/Quotes/Enums/QuoteStatus.php

@@ -6,11 +6,12 @@
 
 enum QuoteStatus: string implements LabeledEnum
 {
-    case DRAFT    = 'draft';
-    case SENT     = 'sent';
-    case VIEWED   = 'viewed';
-    case APPROVED = 'approved';
-    case REJECTED = 'rejected';
+    case DRAFT     = 'draft';
+    case SENT      = 'sent';
+    case VIEWED    = 'viewed';
+    case APPROVED  = 'approved';
+    case REJECTED  = 'rejected';
+    case CONVERTED = 'converted';
 
     /**
      * case DRAFT = 1;.
@@ -33,22 +34,24 @@ public static function values(): array
     public function label(): string
     {
         return match ($this) {
-            self::DRAFT    => trans('ip.quote_status_draft'),
-            self::SENT     => trans('ip.quote_status_sent'),
-            self::VIEWED   => trans('ip.quote_status_viewed'),
-            self::APPROVED => trans('ip.quote_status_approved'),
-            self::REJECTED => trans('ip.quote_status_rejected'),
+            self::DRAFT     => trans('ip.quote_status_draft'),
+            self::SENT      => trans('ip.quote_status_sent'),
+            self::VIEWED    => trans('ip.quote_status_viewed'),
+            self::APPROVED  => trans('ip.quote_status_approved'),
+            self::REJECTED  => trans('ip.quote_status_rejected'),
+            self::CONVERTED => trans('ip.quote_status_converted'),
         };
     }
 
     public function color(): string
     {
         return match ($this) {
-            self::DRAFT    => 'gray',
-            self::SENT     => 'green',
-            self::VIEWED   => 'info',
-            self::APPROVED => 'success',
-            self::REJECTED => 'danger',
+            self::DRAFT     => 'gray',
+            self::SENT      => 'green',
+            self::VIEWED    => 'info',
+            self::APPROVED  => 'success',
+            self::REJECTED  => 'danger',
+            self::CONVERTED => 'warning',
         };
     }
 }

Modules/Quotes/Filament/Company/Resources/Quotes/Tables/QuotesTable.php

@@ -10,6 +10,7 @@
 use Filament\Actions\EditAction;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Table;
+use InvalidArgumentException;
 use Modules\Core\Enums\Permission;
 use Modules\Core\Helpers\EnumHelper;
 use Modules\Core\Support\DateHelpers;
@@ -118,8 +119,24 @@ public static function configure(Table $table): Table
                     Action::make('convert_to_invoice')
                         ->label(trans('ip.convert_to_invoice'))
                         ->icon('heroicon-o-arrow-right-circle')
-                        ->visible(fn () => auth()->user()?->can(Permission::CONVERT_TO_INVOICE_QUOTES->value))
-                        ->action(function (Quote $record): void {}),
+                        ->visible(fn (Quote $record) => $record->quote_status !== QuoteStatus::CONVERTED
+                            && auth()->user()?->can(Permission::CONVERT_TO_INVOICE_QUOTES->value))
+                        ->requiresConfirmation()
+                        ->action(function (Quote $record): void {
+                            try {
+                                app(QuoteService::class)->convertQuoteToInvoice($record);
+
+                                \Filament\Notifications\Notification::make()
+                                    ->title(trans('ip.quote_converted_to_invoice'))
+                                    ->success()
+                                    ->send();
+                            } catch (InvalidArgumentException $e) {
+                                \Filament\Notifications\Notification::make()
+                                    ->title($e->getMessage())
+                                    ->danger()
+                                    ->send();
+                            }
+                        }),
                     Action::make('archive')
                         ->label(trans('ip.archive'))
                         ->icon('heroicon-o-archive-box')

Modules/Quotes/Services/QuoteService.php

@@ -6,7 +6,10 @@
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
 use Illuminate\Support\Str;
+use InvalidArgumentException;
 use Modules\Core\Services\BaseService;
+use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Models\Invoice;
 use Modules\Quotes\Enums\QuoteStatus;
 use Modules\Quotes\Models\Quote;
 use Throwable;
@@ -188,6 +191,72 @@ public function deleteQuote(Quote $quote): Quote
         return $quote;
     }
 
+    /**
+     * Convert an accepted quote into a draft invoice.
+     *
+     * Copies the client, all quote items, and the summary fields onto a new
+     * unnumbered draft invoice, then marks the quote as Converted. Numbering
+     * is assigned when the invoice leaves draft.
+     *
+     * @throws InvalidArgumentException when the quote was already converted
+     */
+    public function convertQuoteToInvoice(Quote $quote): Invoice
+    {
+        if ($quote->quote_status === QuoteStatus::CONVERTED) {
+            throw new InvalidArgumentException(trans('ip.quote_already_converted'));
+        }
+
+        return DB::transaction(function () use ($quote) {
+            $invoice = Invoice::query()->create([
+                'company_id'               => $quote->company_id,
+                'customer_id'              => $quote->prospect_id,
+                'numbering_id'             => null,
+                'user_id'                  => auth()->id() ?? $quote->user_id,
+                'invoice_number'           => null,
+                'invoice_status'           => InvoiceStatus::DRAFT->value,
+                'invoice_sign'             => '1',
+                'invoiced_at'              => Carbon::today(),
+                'invoice_due_at'           => Carbon::today()->addDays(30),
+                'invoice_discount_amount'  => $quote->quote_discount_amount ?? 0,
+                'invoice_discount_percent' => $quote->quote_discount_percent ?? 0,
+                'item_tax_total'           => $quote->item_tax_total ?? 0,
+                'invoice_item_subtotal'    => $quote->quote_item_subtotal ?? 0,
+                'invoice_tax_total'        => $quote->quote_tax_total ?? 0,
+                'invoice_total'            => $quote->quote_total ?? 0,
+                'url_key'                  => Str::random(32),
+                'summary'                  => $quote->summary,
+                'terms'                    => $quote->terms,
+                'footer'                   => $quote->footer,
+            ]);
+
+            foreach ($quote->quoteItems as $item) {
+                $invoice->invoiceItems()->create([
+                    'company_id'      => $item->company_id,
+                    'product_id'      => $item->product_id,
+                    'product_unit_id' => $item->product_unit_id,
+                    'task_id'         => $item->task_id,
+                    'added_at'        => Carbon::today()->toDateString(),
+                    'item_name'       => $item->item_name,
+                    'quantity'        => $item->quantity,
+                    'price'           => $item->price,
+                    'discount'        => $item->discount,
+                    'subtotal'        => $item->subtotal,
+                    'tax_1'           => $item->tax_1,
+                    'tax_2'           => $item->tax_2,
+                    'tax_total'       => $item->tax_total,
+                    'total'           => $item->total,
+                    'tax_rate_id'     => $item->tax_rate_id,
+                    'tax_rate_2_id'   => $item->tax_rate_2_id,
+                    'description'     => $item->description,
+                ]);
+            }
+
+            $quote->update(['quote_status' => QuoteStatus::CONVERTED->value]);
+
+            return $invoice;
+        });
+    }
+
     private function calculateItemTaxTotal(array $data): float
     {
         return collect($data['quoteItems'] ?? [])->sum(fn ($item) => $item['tax_total'] ?? 0);

Modules/Quotes/Tests/Feature/QuoteConversionTest.php

@@ -0,0 +1,121 @@
+<?php
+
+namespace Modules\Quotes\Tests\Feature;
+
+use Filament\Actions\Testing\TestAction;
+use InvalidArgumentException;
+use Livewire\Livewire;
+use Modules\Clients\Models\Relation;
+use Modules\Core\Database\Seeders\PermissionsSeeder;
+use Modules\Core\Database\Seeders\RolesSeeder;
+use Modules\Core\Enums\Permission;
+use Modules\Core\Enums\UserRole;
+use Modules\Core\Models\Numbering;
+use Modules\Core\Tests\AbstractCompanyPanelTestCase;
+use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Models\Invoice;
+use Modules\Quotes\Enums\QuoteStatus;
+use Modules\Quotes\Filament\Company\Resources\Quotes\Pages\ListQuotes;
+use Modules\Quotes\Models\Quote;
+use Modules\Quotes\Services\QuoteService;
+use PHPUnit\Framework\Attributes\Group;
+use PHPUnit\Framework\Attributes\Test;
+
+class QuoteConversionTest extends AbstractCompanyPanelTestCase
+{
+    private QuoteService $service;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this->actingAs($this->user);
+        $this->service = app(QuoteService::class);
+    }
+
+    #[Test]
+    #[Group('crud')]
+    public function it_converts_a_quote_to_a_draft_invoice(): void
+    {
+        /* Arrange */
+        $quote = $this->createQuote();
+        $quote->quoteItems()->create([
+            'company_id' => $this->company->id,
+            'item_name'  => 'Consulting',
+            'quantity'   => 2,
+            'price'      => 150,
+            'discount'   => 0,
+            'subtotal'   => 300,
+        ]);
+
+        /* Act */
+        $invoice = $this->service->convertQuoteToInvoice($quote);
+
+        /* Assert */
+        $this->assertSame(InvoiceStatus::DRAFT, $invoice->invoice_status);
+        $this->assertSame($quote->prospect_id, $invoice->customer_id);
+        $this->assertNull($invoice->invoice_number);
+        $this->assertEqualsWithDelta((float) $quote->quote_total, (float) $invoice->invoice_total, 0.001);
+
+        $this->assertCount(1, $invoice->invoiceItems);
+        $this->assertSame('Consulting', $invoice->invoiceItems->first()->item_name);
+
+        $this->assertSame(QuoteStatus::CONVERTED, $quote->refresh()->quote_status);
+    }
+
+    #[Test]
+    #[Group('crud')]
+    public function it_refuses_to_convert_a_quote_twice(): void
+    {
+        /* Arrange */
+        $quote = $this->createQuote();
+        $this->service->convertQuoteToInvoice($quote);
+
+        /* Assert */
+        $this->expectException(InvalidArgumentException::class);
+
+        /* Act */
+        $this->service->convertQuoteToInvoice($quote->refresh());
+
+        /* Assert — no second invoice was created */
+        $this->assertSame(1, Invoice::query()->count());
+    }
+
+    #[Test]
+    #[Group('crud')]
+    public function it_hides_the_convert_action_for_converted_quotes(): void
+    {
+        /* Arrange */
+        (new PermissionsSeeder())->run();
+        (new RolesSeeder())->run();
+        $this->user->assignRole(UserRole::CUSTOMER_ADMIN->value);
+        $this->user->givePermissionTo(Permission::CONVERT_TO_INVOICE_QUOTES->value);
+
+        $open      = $this->createQuote();
+        $converted = $this->createQuote(['quote_status' => QuoteStatus::CONVERTED->value]);
+
+        /* Act */
+        $component = Livewire::actingAs($this->user)->test(ListQuotes::class);
+
+        /* Assert */
+        $component
+            ->assertSuccessful()
+            ->assertActionVisible(TestAction::make('convert_to_invoice')->table($open))
+            ->assertActionHidden(TestAction::make('convert_to_invoice')->table($converted));
+    }
+
+    private function createQuote(array $attributes = []): Quote
+    {
+        $prospect      = Relation::factory()->for($this->company)->prospect()->create();
+        $documentGroup = Numbering::factory()->for($this->company)->create();
+
+        return Quote::factory()->for($this->company)->create(array_merge([
+            'quote_number' => 'Q-' . fake()->unique()->numberBetween(1000, 99999),
+            'prospect_id'  => $prospect->getKey(),
+            'numbering_id' => $documentGroup->getKey(),
+            'user_id'      => $this->user->id,
+            'quote_status' => QuoteStatus::APPROVED->value,
+            'quoted_at'    => '2025-05-10',
+        ], $attributes));
+    }
+}

resources/lang/en/ip.php

@@ -567,9 +567,12 @@
     'quote_status_draft'              => 'Draft',
     'quote_status_email_body'         => 'The client %1$s has %2$s the quote %3$s.' . "\n\n" . 'Link to Quote: %4$s',
     'quote_status_email_subject'      => 'Client %1$s %2$s quote %3$s',
+    'quote_status_converted'          => 'Converted',
     'quote_status_rejected'           => 'Rejected',
     'quote_status_sent'               => 'Sent',
     'quote_status_viewed'             => 'Viewed',
+    'quote_converted_to_invoice'      => 'The quote was converted to a draft invoice.',
+    'quote_already_converted'         => 'This quote has already been converted to an invoice.',
     'quote_tax'                       => 'Quote Tax',
     'quote_template'                  => 'Quote Template',
     'quote_templates'                 => 'Quote Templates',