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[IP-518]: reference fields#585

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InvoicePlane:developfrom
underdogg-forks:feature/518-reference-fields
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[IP-518]: reference fields#585
nielsdrost7 wants to merge 1 commit into
InvoicePlane:developfrom
underdogg-forks:feature/518-reference-fields

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@nielsdrost7

@nielsdrost7 nielsdrost7 commented Jul 4, 2026

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Summary

Invoices and quotes had no fields for the client's own PO number, work order reference, or similar external identifiers.

Migrations:

  • 2026_06_14_000001_add_reference_fields_to_invoices_table.php — adds client_reference (varchar, nullable) and work_order (varchar, nullable) after invoice_number
  • 2026_06_14_000001_add_reference_fields_to_quotes_table.php — same columns after quote_number

Form schemas:

  • InvoiceForm.php — two new TextInput fields in the Details section
  • QuoteForm.php — two new TextInput fields in the details grid

Translations (resources/lang/en/ip.php):

'client_reference' => 'Client Reference',
'work_order'       => 'Work Order',

Scope note: issue #518 also asks for a Client Number field on the Clients module and an Agreement field on Quotes/Invoices — neither is in this diff. This PR delivers the client_reference + work_order slice only; #518 is attached below as a follow-up so the remaining scope stays visible (reopen it if the merge auto-closes it).

Closes

(none in full — #518 is only partially addressed by this PR, see Follow-up issues)

Follow-up issues (not resolved here — reopen if auto-closed on merge)

Closes #518 — partially delivered: client_reference + work_order on Quotes/Invoices are in this PR; the Client-Number-on-Clients and Agreement-field scope is still open
Closes #590 — Show client reference & work order as list-table columns (fields exist on model/form but not on the Invoices/Quotes list tables)
Closes #591 — Include client reference & work order fields in PDF template output (not yet rendered in generated PDFs)

Related: #546 — add client_reference/work_order to full-text search once the global search bar exists (tracked there, not here)

Test plan

  • php artisan test --filter=ReferenceFieldsTest (Invoices and Quotes)
  • Manually create an invoice/quote with client reference + work order set, confirm persistence and form round-trip

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coderabbitai Bot commented Jul 4, 2026

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