wip

app/Filament/Company/Resources/Purchases/BillResource.php

@@ -426,9 +426,9 @@ class BillResource extends Resource
                         ->failureNotificationTitle('Failed to Record Payments')
                         ->deselectRecordsAfterCompletion()
                         ->beforeFormFilled(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $cantRecordPayments = $records->contains(fn (Bill $bill) => ! $bill->canRecordPayment());
+                            $isInvalid = $records->contains(fn (Bill $bill) => ! $bill->canRecordPayment());
 
-                            if ($cantRecordPayments) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Payment Recording Failed')
                                     ->body('Bills that are either paid, voided, or are in a foreign currency cannot be processed through bulk payments. Please adjust your selection and try again.')

app/Filament/Company/Resources/Sales/EstimateResource.php

@@ -362,6 +362,7 @@ class EstimateResource extends Resource
                             'expiration_date',
                             'approved_at',
                             'accepted_at',
+                            'converted_at',
                             'declined_at',
                             'last_sent_at',
                             'last_viewed_at',
@@ -393,9 +394,9 @@ class EstimateResource extends Resource
                         ->successNotificationTitle('Estimates Approved')
                         ->failureNotificationTitle('Failed to Approve Estimates')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $containsNonDrafts = $records->contains(fn (Estimate $record) => ! $record->isDraft());
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeApproved());
 
-                            if ($containsNonDrafts) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Approval Failed')
                                     ->body('Only draft estimates can be approved. Please adjust your selection and try again.')
@@ -420,9 +421,9 @@ class EstimateResource extends Resource
                         ->successNotificationTitle('Estimates Sent')
                         ->failureNotificationTitle('Failed to Mark Estimates as Sent')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $doesntContainUnsent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Unsent);
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsSent());
 
-                            if ($doesntContainUnsent) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Sending Failed')
                                     ->body('Only unsent estimates can be marked as sent. Please adjust your selection and try again.')
@@ -435,9 +436,7 @@ class EstimateResource extends Resource
                         })
                         ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
                             $records->each(function (Estimate $record) {
-                                $record->updateQuietly([
-                                    'status' => EstimateStatus::Sent,
-                                ]);
+                                $record->markAsSent();
                             });
 
                             $action->success();
@@ -449,9 +448,9 @@ class EstimateResource extends Resource
                         ->successNotificationTitle('Estimates Accepted')
                         ->failureNotificationTitle('Failed to Mark Estimates as Accepted')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $doesntContainSent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Sent || $record->wasAccepted());
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsAccepted());
 
-                            if ($doesntContainSent) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Acceptance Failed')
                                     ->body('Only sent estimates that haven\'t been accepted can be marked as accepted. Please adjust your selection and try again.')
@@ -480,9 +479,9 @@ class EstimateResource extends Resource
                         ->successNotificationTitle('Estimates Declined')
                         ->failureNotificationTitle('Failed to Mark Estimates as Declined')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $doesntContainSent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Sent || $record->wasDeclined());
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsDeclined());
 
-                            if ($doesntContainSent) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Declination Failed')
                                     ->body('Only sent estimates that haven\'t been declined can be marked as declined. Please adjust your selection and try again.')

app/Filament/Company/Resources/Sales/InvoiceResource.php

@@ -468,6 +468,10 @@ class InvoiceResource extends Resource
                             'invoice_number',
                             'date',
                             'due_date',
+                            'approved_at',
+                            'paid_at',
+                            'last_sent_at',
+                            'last_viewed_at',
                         ])
                         ->beforeReplicaSaved(function (Invoice $replica) {
                             $replica->status = InvoiceStatus::Draft;
@@ -491,9 +495,9 @@ class InvoiceResource extends Resource
                         ->successNotificationTitle('Invoices Approved')
                         ->failureNotificationTitle('Failed to Approve Invoices')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $containsNonDrafts = $records->contains(fn (Invoice $record) => ! $record->isDraft());
+                            $isInvalid = $records->contains(fn (Invoice $record) => ! $record->canBeApproved());
 
-                            if ($containsNonDrafts) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Approval Failed')
                                     ->body('Only draft invoices can be approved. Please adjust your selection and try again.')
@@ -518,9 +522,9 @@ class InvoiceResource extends Resource
                         ->successNotificationTitle('Invoices Sent')
                         ->failureNotificationTitle('Failed to Mark Invoices as Sent')
                         ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $doesntContainUnsent = $records->contains(fn (Invoice $record) => $record->status !== InvoiceStatus::Unsent);
+                            $isInvalid = $records->contains(fn (Invoice $record) => ! $record->canBeMarkedAsSent());
 
-                            if ($doesntContainUnsent) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Sending Failed')
                                     ->body('Only unsent invoices can be marked as sent. Please adjust your selection and try again.')
@@ -550,9 +554,9 @@ class InvoiceResource extends Resource
                         ->failureNotificationTitle('Failed to Record Payments')
                         ->deselectRecordsAfterCompletion()
                         ->beforeFormFilled(function (Collection $records, Tables\Actions\BulkAction $action) {
-                            $cantRecordPayments = $records->contains(fn (Invoice $record) => ! $record->canBulkRecordPayment());
+                            $isInvalid = $records->contains(fn (Invoice $record) => ! $record->canBulkRecordPayment());
 
-                            if ($cantRecordPayments) {
+                            if ($isInvalid) {
                                 Notification::make()
                                     ->title('Payment Recording Failed')
                                     ->body('Invoices that are either draft, paid, overpaid, voided, or are in a foreign currency cannot be processed through bulk payments. Please adjust your selection and try again.')

app/Models/Accounting/Bill.php

@@ -394,28 +394,32 @@ class Bill extends Model
             })
             ->databaseTransaction()
             ->after(function (self $original, self $replica) {
-                $original->lineItems->each(function (DocumentLineItem $lineItem) use ($replica) {
-                    $replicaLineItem = $lineItem->replicate([
-                        'documentable_id',
-                        'documentable_type',
-                        'subtotal',
-                        'total',
-                        'created_by',
-                        'updated_by',
-                        'created_at',
-                        'updated_at',
-                    ]);
-
-                    $replicaLineItem->documentable_id = $replica->id;
-                    $replicaLineItem->documentable_type = $replica->getMorphClass();
-
-                    $replicaLineItem->save();
-
-                    $replicaLineItem->adjustments()->sync($lineItem->adjustments->pluck('id'));
-                });
+                $original->replicateLineItems($replica);
             })
             ->successRedirectUrl(static function (self $replica) {
                 return BillResource::getUrl('edit', ['record' => $replica]);
             });
     }
+
+    public function replicateLineItems(Model $target): void
+    {
+        $this->lineItems->each(function (DocumentLineItem $lineItem) use ($target) {
+            $replica = $lineItem->replicate([
+                'documentable_id',
+                'documentable_type',
+                'subtotal',
+                'total',
+                'created_by',
+                'updated_by',
+                'created_at',
+                'updated_at',
+            ]);
+
+            $replica->documentable_id = $target->id;
+            $replica->documentable_type = $target->getMorphClass();
+            $replica->save();
+
+            $replica->adjustments()->sync($lineItem->adjustments->pluck('id'));
+        });
+    }
 }

app/Models/Accounting/Estimate.php

@@ -171,7 +171,10 @@ class Estimate extends Model
 
     public function canBeMarkedAsDeclined(): bool
     {
-        return $this->hasBeenSent() && ! $this->wasDeclined();
+        return $this->hasBeenSent()
+            && ! $this->wasDeclined()
+            && ! $this->wasConverted()
+            && ! $this->wasAccepted();
     }
 
     public function canBeMarkedAsSent(): bool
@@ -181,7 +184,10 @@ class Estimate extends Model
 
     public function canBeMarkedAsAccepted(): bool
     {
-        return $this->hasBeenSent() && ! $this->wasAccepted();
+        return $this->hasBeenSent()
+            && ! $this->wasAccepted()
+            && ! $this->wasDeclined()
+            && ! $this->wasConverted();
     }
 
     public function hasLineItems(): bool
@@ -308,6 +314,7 @@ class Estimate extends Model
                 'expiration_date',
                 'approved_at',
                 'accepted_at',
+                'converted_at',
                 'declined_at',
                 'last_sent_at',
                 'last_viewed_at',

app/Models/Accounting/Invoice.php

@@ -499,6 +499,7 @@ class Invoice extends Model
                 'approved_at',
                 'paid_at',
                 'last_sent_at',
+                'last_viewed_at',
             ])
             ->modal(false)
             ->beforeReplicaSaved(function (self $original, self $replica) {