[IP-221]: client detail view

.gitignore

@@ -80,3 +80,8 @@ package-lock.json
 *.sqlite
 /failures.txt
 /yarnpack.txt
+/automation/.idea/
+/automation/vendor/
+/automation/test-honesty/vendor/
+.claude/fable5/runtime/control.json
+upd.sh

Modules/Clients/Exceptions/RelationHasLinkedRecordsException.php

@@ -0,0 +1,13 @@
+<?php
+
+namespace Modules\Clients\Exceptions;
+
+use RuntimeException;
+
+class RelationHasLinkedRecordsException extends RuntimeException
+{
+    public function __construct(string $message = '')
+    {
+        parent::__construct($message ?: trans('ip.cannot_delete_client_has_linked_records'));
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/Pages/ViewRelation.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\Pages;
+
+use Filament\Actions\Action;
+use Filament\Actions\DeleteAction;
+use Filament\Actions\EditAction;
+use Filament\Notifications\Notification;
+use Filament\Resources\Pages\ViewRecord;
+use Modules\Clients\Exceptions\RelationHasLinkedRecordsException;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationResource;
+use Modules\Clients\Services\RelationService;
+use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
+use Modules\Quotes\Filament\Company\Resources\Quotes\QuoteResource;
+
+class ViewRelation extends ViewRecord
+{
+    protected static string $resource = RelationResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Action::make('create_invoice')
+                ->label(trans('ip.create_invoice'))
+                ->icon('heroicon-o-document-plus')
+                ->url(fn (): string => InvoiceResource::getUrl('create', [
+                    'customer_id' => $this->getRecord()->id,
+                ])),
+
+            Action::make('create_quote')
+                ->label(trans('ip.create_quote'))
+                ->icon('heroicon-o-document-text')
+                ->url(fn (): string => QuoteResource::getUrl('create', [
+                    'customer_id' => $this->getRecord()->id,
+                ])),
+
+            EditAction::make(),
+
+            DeleteAction::make()
+                ->hidden(fn () => $this->getRecord()->hasLinkedRecords())
+                ->action(function (): void {
+                    try {
+                        app(RelationService::class)->deleteRelation($this->getRecord());
+                        $this->redirect(RelationResource::getUrl('index'));
+                    } catch (RelationHasLinkedRecordsException $e) {
+                        Notification::make()
+                            ->title(trans('ip.cannot_delete_client_has_linked_records'))
+                            ->danger()
+                            ->send();
+                    }
+                }),
+        ];
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationManagers/ExpensesRelationManager.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\RelationManagers;
+
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+
+class ExpensesRelationManager extends RelationManager
+{
+    protected static string $relationship = 'expenses';
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                TextColumn::make('expense_number')->sortable()->searchable(),
+                TextColumn::make('expensed_at')->date()->sortable(),
+                TextColumn::make('description')->limit(40)->searchable(),
+                TextColumn::make('expense_amount')->money()->sortable(),
+            ]);
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationManagers/InvoicesRelationManager.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\RelationManagers;
+
+use Filament\Actions\Action;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
+
+class InvoicesRelationManager extends RelationManager
+{
+    protected static string $relationship = 'invoices';
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                TextColumn::make('invoice_number')->sortable()->searchable(),
+                TextColumn::make('invoice_status')
+                    ->badge()
+                    ->formatStateUsing(fn ($state) => ($state instanceof InvoiceStatus ? $state : InvoiceStatus::tryFrom($state))?->label())
+                    ->color(fn ($state) => ($state instanceof InvoiceStatus ? $state : InvoiceStatus::tryFrom($state))?->color() ?? 'secondary')
+                    ->sortable(),
+                TextColumn::make('invoiced_at')->date()->sortable(),
+                TextColumn::make('invoice_due_at')->date()->sortable(),
+                TextColumn::make('invoice_total')->money()->sortable(),
+            ])
+            ->headerActions([
+                Action::make('create_invoice')
+                    ->label(trans('ip.create_invoice'))
+                    ->url(fn (): string => InvoiceResource::getUrl('create', [
+                        'customer_id' => $this->getOwnerRecord()->id,
+                    ])),
+            ]);
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationManagers/ProjectsRelationManager.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\RelationManagers;
+
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+
+class ProjectsRelationManager extends RelationManager
+{
+    protected static string $relationship = 'projects';
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                TextColumn::make('project_number')->sortable()->searchable(),
+                TextColumn::make('project_name')->limit(40)->sortable()->searchable(),
+                TextColumn::make('project_status')->sortable()->badge(),
+                TextColumn::make('start_at')->date()->sortable(),
+                TextColumn::make('end_at')->date()->sortable(),
+            ]);
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationManagers/QuotesRelationManager.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\RelationManagers;
+
+use Filament\Actions\Action;
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+use Modules\Quotes\Enums\QuoteStatus;
+use Modules\Quotes\Filament\Company\Resources\Quotes\QuoteResource;
+
+class QuotesRelationManager extends RelationManager
+{
+    protected static string $relationship = 'quotes';
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                TextColumn::make('quote_number')->sortable()->searchable(),
+                TextColumn::make('quote_status')
+                    ->badge()
+                    ->formatStateUsing(fn ($state) => ($state instanceof QuoteStatus ? $state : QuoteStatus::tryFrom($state))?->label())
+                    ->color(fn ($state) => ($state instanceof QuoteStatus ? $state : QuoteStatus::tryFrom($state))?->color() ?? 'secondary')
+                    ->sortable(),
+                TextColumn::make('quoted_at')->date()->sortable(),
+                TextColumn::make('quote_expires_at')->date()->sortable(),
+                TextColumn::make('quote_total')->money()->sortable(),
+            ])
+            ->headerActions([
+                Action::make('create_quote')
+                    ->label(trans('ip.create_quote'))
+                    ->url(fn (): string => QuoteResource::getUrl('create', [
+                        'customer_id' => $this->getOwnerRecord()->id,
+                    ])),
+            ]);
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationManagers/TasksRelationManager.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Modules\Clients\Filament\Company\Resources\Relations\RelationManagers;
+
+use Filament\Resources\RelationManagers\RelationManager;
+use Filament\Tables\Columns\TextColumn;
+use Filament\Tables\Table;
+
+class TasksRelationManager extends RelationManager
+{
+    protected static string $relationship = 'tasks';
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->columns([
+                TextColumn::make('task_number')->sortable()->searchable(),
+                TextColumn::make('task_name')->limit(40)->sortable()->searchable(),
+                TextColumn::make('task_status')->sortable()->badge(),
+                TextColumn::make('due_at')->date()->sortable(),
+                TextColumn::make('task_price')->money()->sortable(),
+            ]);
+    }
+}

Modules/Clients/Filament/Company/Resources/Relations/RelationResource.php

@@ -3,16 +3,28 @@
 namespace Modules\Clients\Filament\Company\Resources\Relations;
 
 use BackedEnum;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Schemas\Components\Grid;
+use Filament\Schemas\Components\Section;
 use Filament\Schemas\Schema;
 use Filament\Support\Icons\Heroicon;
 use Filament\Tables\Table;
+use Modules\Clients\Enums\RelationStatus;
+use Modules\Clients\Enums\RelationType;
 use Illuminate\Database\Eloquent\Model;
 use Modules\Clients\Filament\Company\Resources\Relations\Pages\ListRelations;
+use Modules\Clients\Filament\Company\Resources\Relations\Pages\ViewRelation;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationManagers\ExpensesRelationManager;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationManagers\InvoicesRelationManager;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationManagers\ProjectsRelationManager;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationManagers\QuotesRelationManager;
+use Modules\Clients\Filament\Company\Resources\Relations\RelationManagers\TasksRelationManager;
 use Modules\Clients\Filament\Company\Resources\Relations\Schemas\RelationForm;
 use Modules\Clients\Filament\Company\Resources\Relations\Tables\RelationsTable;
 use Modules\Clients\Models\Relation;
 use Modules\Core\Enums\Permission;
 use Modules\Core\Filament\Company\Resources\BaseResource;
+use Modules\Core\Helpers\EnumHelper;
 
 class RelationResource extends BaseResource
 {
@@ -30,15 +42,48 @@ public static function table(Table $table): Table
         return RelationsTable::configure($table);
     }
 
+    public static function infolist(Schema $schema): Schema
+    {
+        return $schema->components([
+            Section::make(trans('ip.client_information'))
+                ->schema([
+                    Grid::make(3)->schema([
+                        TextEntry::make('company_name')->label(trans('ip.company_name')),
+                        TextEntry::make('trading_name')->label(trans('ip.trading_name')),
+                        TextEntry::make('relation_number')->label(trans('ip.relation_number')),
+                        TextEntry::make('relation_type')
+                            ->label(trans('ip.type'))
+                            ->formatStateUsing(fn ($state) => EnumHelper::safeEnum(RelationType::class, $state)?->label() ?? '-')
+                            ->badge(),
+                        TextEntry::make('relation_status')
+                            ->label(trans('ip.status'))
+                            ->formatStateUsing(fn ($state) => EnumHelper::safeEnum(RelationStatus::class, $state)?->label() ?? '-')
+                            ->badge(),
+                        TextEntry::make('registered_at')->label(trans('ip.date'))->date(),
+                        TextEntry::make('coc_number')->label(trans('ip.coc_number')),
+                        TextEntry::make('vat_number')->label(trans('ip.vat_id')),
+                        TextEntry::make('currency_code')->label(trans('ip.currency')),
+                    ]),
+                ]),
+        ]);
+    }
+
     public static function getRelations(): array
     {
-        return [];
+        return [
+            InvoicesRelationManager::class,
+            QuotesRelationManager::class,
+            ExpensesRelationManager::class,
+            TasksRelationManager::class,
+            ProjectsRelationManager::class,
+        ];
     }
 
     public static function getPages(): array
     {
         return [
             'index' => ListRelations::route('/'),
+            'view'  => ViewRelation::route('/{record}'),
         ];
     }
 

Modules/Clients/Filament/Company/Resources/Relations/Tables/RelationsTable.php

@@ -2,19 +2,26 @@
 
 namespace Modules\Clients\Filament\Company\Resources\Relations\Tables;
 
+use Filament\Actions\Action;
 use Filament\Actions\ActionGroup;
 use Filament\Actions\BulkActionGroup;
 use Filament\Actions\DeleteAction;
 use Filament\Actions\DeleteBulkAction;
 use Filament\Actions\EditAction;
+use Filament\Actions\ViewAction;
+use Filament\Notifications\Notification;
 use Filament\Tables\Columns\TextColumn;
 use Filament\Tables\Table;
 use Modules\Clients\Enums\RelationStatus;
 use Modules\Clients\Enums\RelationType;
+use Modules\Clients\Exceptions\RelationHasLinkedRecordsException;
 use Modules\Clients\Models\Relation;
 use Modules\Clients\Services\CustomerService;
+use Modules\Clients\Services\RelationService;
 use Modules\Core\Enums\Permission;
 use Modules\Core\Helpers\EnumHelper;
+use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
+use Modules\Quotes\Filament\Company\Resources\Quotes\QuoteResource;
 
 class RelationsTable
 {
@@ -88,16 +95,40 @@ public static function configure(Table $table): Table
             ->filters([])
             ->recordActions([
                 ActionGroup::make([
+                    ViewAction::make('view'),
+                    Action::make('create_invoice')
+                        ->label(trans('ip.create_invoice'))
+                        ->icon('heroicon-o-document-plus')
+                        ->visible(fn (Relation $record) => $record->relation_type === RelationType::CUSTOMER
+                            && auth()->user()?->can(Permission::CREATE_INVOICES->value))
+                        ->url(fn (Relation $record): string => InvoiceResource::getUrl('create', [
+                            'customer_id' => $record->id,
+                        ])),
+                    Action::make('create_quote')
+                        ->label(trans('ip.create_quote'))
+                        ->icon('heroicon-o-document-text')
+                        ->visible(fn () => auth()->user()?->can(Permission::CREATE_QUOTES->value))
+                        ->url(fn (Relation $record): string => QuoteResource::getUrl('create', [
+                            'customer_id' => $record->id,
+                        ])),
                     EditAction::make('edit')
                         ->visible(fn () => auth()->user()?->can(Permission::EDIT_RELATIONS->value))
                         ->action(function (Relation $record, array $data) {
                             app(CustomerService::class)->updateCustomer($record, $data);
                         })
                         ->modalWidth('full'),
                     DeleteAction::make('delete')
-                        ->visible(fn () => auth()->user()?->can(Permission::DELETE_RELATIONS->value))
+                        ->visible(fn (Relation $record) => ! $record->hasLinkedRecords()
+                            && auth()->user()?->can(Permission::DELETE_RELATIONS->value))
                         ->action(function (Relation $record, array $data) {
-                            app(\Modules\Clients\Services\RelationService::class)->deleteRelation($record);
+                            try {
+                                app(RelationService::class)->deleteRelation($record);
+                            } catch (RelationHasLinkedRecordsException) {
+                                Notification::make()
+                                    ->title(trans('ip.cannot_delete_client_has_linked_records'))
+                                    ->danger()
+                                    ->send();
+                            }
                         }),
                 ]),
             ])

Modules/Clients/Models/Relation.php

@@ -158,6 +158,20 @@ public function tasks(): HasMany
         return $this->hasMany(Task::class, 'customer_id');
     }
 
+    /*
+     * Deleting a relation with linked records would orphan financial
+     * history, so delete actions and the service guard both check this.
+     */
+    public function hasLinkedRecords(): bool
+    {
+        return $this->invoices()->withoutGlobalScopes()->exists()
+            || $this->quotes()->withoutGlobalScopes()->exists()
+            || $this->payments()->withoutGlobalScopes()->exists()
+            || $this->expenses()->withoutGlobalScopes()->exists()
+            || $this->tasks()->withoutGlobalScopes()->exists()
+            || $this->projects()->withoutGlobalScopes()->exists();
+    }
+
     /**
      * Define a one-to-many relationship to User models.
      *