Merge pull request #90 from andrewdwallo/development-3.x

Development 3.x

app/Enums/Accounting/DocumentType.php

 {
     case Invoice = 'invoice';
     case Bill = 'bill';
-    // TODO: Add estimate
-    // case Estimate = 'estimate';
+    case Estimate = 'estimate';
 
     public const DEFAULT = self::Invoice->value;
 
         return match ($this->value) {
             self::Invoice->value => 'heroicon-o-document-duplicate',
             self::Bill->value => 'heroicon-o-clipboard-document-list',
+            self::Estimate->value => 'heroicon-o-document-text',
         };
     }
 
     public function getTaxKey(): string
     {
         return match ($this) {
-            self::Invoice => 'salesTaxes',
+            self::Invoice, self::Estimate => 'salesTaxes',
             self::Bill => 'purchaseTaxes',
         };
     }
     public function getDiscountKey(): string
     {
         return match ($this) {
-            self::Invoice => 'salesDiscounts',
+            self::Invoice, self::Estimate => 'salesDiscounts',
             self::Bill => 'purchaseDiscounts',
         };
     }
+
+    public function getLabels(): array
+    {
+        return match ($this) {
+            self::Invoice => [
+                'title' => 'Invoice',
+                'number' => 'Invoice Number',
+                'reference_number' => 'P.O/S.O Number',
+                'date' => 'Invoice Date',
+                'due_date' => 'Payment Due',
+            ],
+            self::Estimate => [
+                'title' => 'Estimate',
+                'number' => 'Estimate Number',
+                'reference_number' => 'Reference Number',
+                'date' => 'Estimate Date',
+                'due_date' => 'Expiration Date',
+            ],
+            self::Bill => [
+                'title' => 'Bill',
+                'number' => 'Bill Number',
+                'reference_number' => 'P.O/S.O Number',
+                'date' => 'Bill Date',
+                'due_date' => 'Payment Due',
+            ],
+        };
+    }
 }

app/Enums/Accounting/EstimateStatus.php

+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasColor;
+use Filament\Support\Contracts\HasLabel;
+
+enum EstimateStatus: string implements HasColor, HasLabel
+{
+    case Draft = 'draft';
+    case Sent = 'sent';
+    case Viewed = 'viewed';
+    case Unsent = 'unsent';
+    case Accepted = 'accepted';
+    case Declined = 'declined';
+    case Expired = 'expired';
+    case Converted = 'converted';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getColor(): string | array | null
+    {
+        return match ($this) {
+            self::Draft, self::Unsent => 'gray',
+            self::Sent, self::Viewed => 'primary',
+            self::Accepted, self::Converted => 'success',
+            self::Declined => 'danger',
+            self::Expired => 'warning',
+        };
+    }
+}

app/Enums/Accounting/InvoiceStatus.php

     case Draft = 'draft';
     case Unsent = 'unsent';
     case Sent = 'sent';
+    case Viewed = 'viewed';
 
     case Partial = 'partial';
 
     {
         return match ($this) {
             self::Draft, self::Unsent, self::Void => 'gray',
-            self::Sent => 'primary',
+            self::Sent, self::Viewed => 'primary',
             self::Partial => 'warning',
             self::Paid, self::Overpaid => 'success',
             self::Overdue => 'danger',

app/Filament/Company/Pages/Reports.php

 use App\Filament\Company\Pages\Reports\CashFlowStatement;
 use App\Filament\Company\Pages\Reports\IncomeStatement;
 use App\Filament\Company\Pages\Reports\TrialBalance;
-use App\Infolists\Components\ReportEntry;
+use App\Filament\Infolists\Components\ReportEntry;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Infolist;
 use Filament\Navigation\NavigationItem;

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

                         ->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

+<?php
+
+namespace App\Filament\Company\Resources\Sales;
+
+use App\Enums\Accounting\DocumentDiscountMethod;
+use App\Enums\Accounting\DocumentType;
+use App\Enums\Accounting\EstimateStatus;
+use App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+use App\Filament\Company\Resources\Sales\EstimateResource\Widgets;
+use App\Filament\Forms\Components\CreateCurrencySelect;
+use App\Filament\Forms\Components\DocumentTotals;
+use App\Filament\Tables\Actions\ReplicateBulkAction;
+use App\Filament\Tables\Filters\DateRangeFilter;
+use App\Models\Accounting\Adjustment;
+use App\Models\Accounting\Estimate;
+use App\Models\Common\Client;
+use App\Models\Common\Offering;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use App\Utilities\RateCalculator;
+use Awcodes\TableRepeater\Components\TableRepeater;
+use Awcodes\TableRepeater\Header;
+use Filament\Forms;
+use Filament\Forms\Components\FileUpload;
+use Filament\Forms\Form;
+use Filament\Notifications\Notification;
+use Filament\Resources\Resource;
+use Filament\Support\Enums\MaxWidth;
+use Filament\Tables;
+use Filament\Tables\Table;
+use Illuminate\Database\Eloquent\Collection;
+use Illuminate\Support\Facades\Auth;
+use Livewire\Features\SupportFileUploads\TemporaryUploadedFile;
+
+class EstimateResource extends Resource
+{
+    protected static ?string $model = Estimate::class;
+
+    protected static ?string $navigationIcon = 'heroicon-o-rectangle-stack';
+
+    public static function form(Form $form): Form
+    {
+        $company = Auth::user()->currentCompany;
+
+        return $form
+            ->schema([
+                Forms\Components\Section::make('Estimate Header')
+                    ->collapsible()
+                    ->collapsed()
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                FileUpload::make('logo')
+                                    ->openable()
+                                    ->maxSize(1024)
+                                    ->localizeLabel()
+                                    ->visibility('public')
+                                    ->disk('public')
+                                    ->directory('logos/document')
+                                    ->imageResizeMode('contain')
+                                    ->imageCropAspectRatio('3:2')
+                                    ->panelAspectRatio('3:2')
+                                    ->maxWidth(MaxWidth::ExtraSmall)
+                                    ->panelLayout('integrated')
+                                    ->removeUploadedFileButtonPosition('center bottom')
+                                    ->uploadButtonPosition('center bottom')
+                                    ->uploadProgressIndicatorPosition('center bottom')
+                                    ->getUploadedFileNameForStorageUsing(
+                                        static fn (TemporaryUploadedFile $file): string => (string) str($file->getClientOriginalName())
+                                            ->prepend(Auth::user()->currentCompany->id . '_'),
+                                    )
+                                    ->acceptedFileTypes(['image/png', 'image/jpeg', 'image/gif']),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('header')
+                                    ->default('Estimate'),
+                                Forms\Components\TextInput::make('subheader'),
+                                Forms\Components\View::make('filament.forms.components.company-info')
+                                    ->viewData([
+                                        'company_name' => $company->name,
+                                        'company_address' => $company->profile->address,
+                                        'company_city' => $company->profile->city?->name,
+                                        'company_state' => $company->profile->state?->name,
+                                        'company_zip' => $company->profile->zip_code,
+                                        'company_country' => $company->profile->state?->country->name,
+                                    ]),
+                            ])->grow(true),
+                        ])->from('md'),
+                    ]),
+                Forms\Components\Section::make('Estimate Details')
+                    ->schema([
+                        Forms\Components\Split::make([
+                            Forms\Components\Group::make([
+                                Forms\Components\Select::make('client_id')
+                                    ->relationship('client', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        if (! $state) {
+                                            return;
+                                        }
+
+                                        $currencyCode = Client::find($state)?->currency_code;
+
+                                        if ($currencyCode) {
+                                            $set('currency_code', $currencyCode);
+                                        }
+                                    }),
+                                CreateCurrencySelect::make('currency_code'),
+                            ]),
+                            Forms\Components\Group::make([
+                                Forms\Components\TextInput::make('estimate_number')
+                                    ->label('Estimate Number')
+                                    ->default(fn () => Estimate::getNextDocumentNumber()),
+                                Forms\Components\TextInput::make('reference_number')
+                                    ->label('Reference Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Estimate Date')
+                                    ->live()
+                                    ->default(now())
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $date = $state;
+                                        $expirationDate = $get('expiration_date');
+
+                                        if ($date && $expirationDate && $date > $expirationDate) {
+                                            $set('expiration_date', $date);
+                                        }
+                                    }),
+                                Forms\Components\DatePicker::make('expiration_date')
+                                    ->label('Expiration Date')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultInvoice->payment_terms->getDays());
+                                    })
+                                    ->minDate(static function (Forms\Get $get) {
+                                        return $get('date') ?? now();
+                                    }),
+                                Forms\Components\Select::make('discount_method')
+                                    ->label('Discount Method')
+                                    ->options(DocumentDiscountMethod::class)
+                                    ->selectablePlaceholder(false)
+                                    ->default(DocumentDiscountMethod::PerLineItem)
+                                    ->afterStateUpdated(function ($state, Forms\Set $set) {
+                                        $discountMethod = DocumentDiscountMethod::parse($state);
+
+                                        if ($discountMethod->isPerDocument()) {
+                                            $set('lineItems.*.salesDiscounts', []);
+                                        }
+                                    })
+                                    ->live(),
+                            ])->grow(true),
+                        ])->from('md'),
+                        TableRepeater::make('lineItems')
+                            ->relationship()
+                            ->saveRelationshipsUsing(null)
+                            ->dehydrated(true)
+                            ->headers(function (Forms\Get $get) {
+                                $hasDiscounts = DocumentDiscountMethod::parse($get('discount_method'))->isPerLineItem();
+
+                                $headers = [
+                                    Header::make('Items')->width($hasDiscounts ? '15%' : '20%'),
+                                    Header::make('Description')->width($hasDiscounts ? '25%' : '30%'),  // Increase when no discounts
+                                    Header::make('Quantity')->width('10%'),
+                                    Header::make('Price')->width('10%'),
+                                    Header::make('Taxes')->width($hasDiscounts ? '15%' : '20%'),       // Increase when no discounts
+                                ];
+
+                                if ($hasDiscounts) {
+                                    $headers[] = Header::make('Discounts')->width('15%');
+                                }
+
+                                $headers[] = Header::make('Amount')->width('10%')->align('right');
+
+                                return $headers;
+                            })
+                            ->schema([
+                                Forms\Components\Select::make('offering_id')
+                                    ->relationship('sellableOffering', 'name')
+                                    ->preload()
+                                    ->searchable()
+                                    ->required()
+                                    ->live()
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $offeringId = $state;
+                                        $offeringRecord = Offering::with(['salesTaxes', 'salesDiscounts'])->find($offeringId);
+
+                                        if ($offeringRecord) {
+                                            $set('description', $offeringRecord->description);
+                                            $set('unit_price', $offeringRecord->price);
+                                            $set('salesTaxes', $offeringRecord->salesTaxes->pluck('id')->toArray());
+
+                                            $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method'));
+                                            if ($discountMethod->isPerLineItem()) {
+                                                $set('salesDiscounts', $offeringRecord->salesDiscounts->pluck('id')->toArray());
+                                            }
+                                        }
+                                    }),
+                                Forms\Components\TextInput::make('description'),
+                                Forms\Components\TextInput::make('quantity')
+                                    ->required()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(1),
+                                Forms\Components\TextInput::make('unit_price')
+                                    ->hiddenLabel()
+                                    ->numeric()
+                                    ->live()
+                                    ->default(0),
+                                Forms\Components\Select::make('salesTaxes')
+                                    ->relationship('salesTaxes', 'name')
+                                    ->saveRelationshipsUsing(null)
+                                    ->dehydrated(true)
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->searchable(),
+                                Forms\Components\Select::make('salesDiscounts')
+                                    ->relationship('salesDiscounts', 'name')
+                                    ->saveRelationshipsUsing(null)
+                                    ->dehydrated(true)
+                                    ->preload()
+                                    ->multiple()
+                                    ->live()
+                                    ->hidden(function (Forms\Get $get) {
+                                        $discountMethod = DocumentDiscountMethod::parse($get('../../discount_method'));
+
+                                        return $discountMethod->isPerDocument();
+                                    })
+                                    ->searchable(),
+                                Forms\Components\Placeholder::make('total')
+                                    ->hiddenLabel()
+                                    ->extraAttributes(['class' => 'text-left sm:text-right'])
+                                    ->content(function (Forms\Get $get) {
+                                        $quantity = max((float) ($get('quantity') ?? 0), 0);
+                                        $unitPrice = max((float) ($get('unit_price') ?? 0), 0);
+                                        $salesTaxes = $get('salesTaxes') ?? [];
+                                        $salesDiscounts = $get('salesDiscounts') ?? [];
+                                        $currencyCode = $get('../../currency_code') ?? CurrencyAccessor::getDefaultCurrency();
+
+                                        $subtotal = $quantity * $unitPrice;
+
+                                        $subtotalInCents = CurrencyConverter::convertToCents($subtotal, $currencyCode);
+
+                                        $taxAmountInCents = Adjustment::whereIn('id', $salesTaxes)
+                                            ->get()
+                                            ->sum(function (Adjustment $adjustment) use ($subtotalInCents) {
+                                                if ($adjustment->computation->isPercentage()) {
+                                                    return RateCalculator::calculatePercentage($subtotalInCents, $adjustment->getRawOriginal('rate'));
+                                                } else {
+                                                    return $adjustment->getRawOriginal('rate');
+                                                }
+                                            });
+
+                                        $discountAmountInCents = Adjustment::whereIn('id', $salesDiscounts)
+                                            ->get()
+                                            ->sum(function (Adjustment $adjustment) use ($subtotalInCents) {
+                                                if ($adjustment->computation->isPercentage()) {
+                                                    return RateCalculator::calculatePercentage($subtotalInCents, $adjustment->getRawOriginal('rate'));
+                                                } else {
+                                                    return $adjustment->getRawOriginal('rate');
+                                                }
+                                            });
+
+                                        // Final total
+                                        $totalInCents = $subtotalInCents + ($taxAmountInCents - $discountAmountInCents);
+
+                                        return CurrencyConverter::formatCentsToMoney($totalInCents, $currencyCode);
+                                    }),
+                            ]),
+                        DocumentTotals::make()
+                            ->type(DocumentType::Estimate),
+                        Forms\Components\Textarea::make('terms')
+                            ->columnSpanFull(),
+                    ]),
+                Forms\Components\Section::make('Estimate Footer')
+                    ->collapsible()
+                    ->collapsed()
+                    ->schema([
+                        Forms\Components\Textarea::make('footer')
+                            ->columnSpanFull(),
+                    ]),
+            ]);
+    }
+
+    public static function table(Table $table): Table
+    {
+        return $table
+            ->defaultSort('expiration_date')
+            ->columns([
+                Tables\Columns\TextColumn::make('id')
+                    ->label('ID')
+                    ->sortable()
+                    ->toggleable(isToggledHiddenByDefault: true)
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('status')
+                    ->badge()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('expiration_date')
+                    ->label('Expiration Date')
+                    ->asRelativeDay()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('date')
+                    ->date()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('estimate_number')
+                    ->label('Number')
+                    ->searchable()
+                    ->sortable(),
+                Tables\Columns\TextColumn::make('client.name')
+                    ->sortable()
+                    ->searchable(),
+                Tables\Columns\TextColumn::make('total')
+                    ->currencyWithConversion(static fn (Estimate $record) => $record->currency_code)
+                    ->sortable()
+                    ->toggleable(),
+            ])
+            ->filters([
+                Tables\Filters\SelectFilter::make('client')
+                    ->relationship('client', 'name')
+                    ->searchable()
+                    ->preload(),
+                Tables\Filters\SelectFilter::make('status')
+                    ->options(EstimateStatus::class)
+                    ->native(false),
+                DateRangeFilter::make('date')
+                    ->fromLabel('From Date')
+                    ->untilLabel('To Date')
+                    ->indicatorLabel('Date'),
+                DateRangeFilter::make('expiration_date')
+                    ->fromLabel('From Expiration Date')
+                    ->untilLabel('To Expiration Date')
+                    ->indicatorLabel('Due'),
+            ])
+            ->actions([
+                Tables\Actions\ActionGroup::make([
+                    Tables\Actions\EditAction::make(),
+                    Tables\Actions\ViewAction::make(),
+                    Tables\Actions\DeleteAction::make(),
+                    Estimate::getReplicateAction(Tables\Actions\ReplicateAction::class),
+                    Estimate::getApproveDraftAction(Tables\Actions\Action::class),
+                    Estimate::getMarkAsSentAction(Tables\Actions\Action::class),
+                    Estimate::getMarkAsAcceptedAction(Tables\Actions\Action::class),
+                    Estimate::getMarkAsDeclinedAction(Tables\Actions\Action::class),
+                    Estimate::getConvertToInvoiceAction(Tables\Actions\Action::class),
+                ]),
+            ])
+            ->bulkActions([
+                Tables\Actions\BulkActionGroup::make([
+                    Tables\Actions\DeleteBulkAction::make(),
+                    ReplicateBulkAction::make()
+                        ->label('Replicate')
+                        ->modalWidth(MaxWidth::Large)
+                        ->modalDescription('Replicating estimates will also replicate their line items. Are you sure you want to proceed?')
+                        ->successNotificationTitle('Estimates Replicated Successfully')
+                        ->failureNotificationTitle('Failed to Replicate Estimates')
+                        ->databaseTransaction()
+                        ->deselectRecordsAfterCompletion()
+                        ->excludeAttributes([
+                            'estimate_number',
+                            'date',
+                            'expiration_date',
+                            'approved_at',
+                            'accepted_at',
+                            'converted_at',
+                            'declined_at',
+                            'last_sent_at',
+                            'last_viewed_at',
+                            'status',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                        ])
+                        ->beforeReplicaSaved(function (Estimate $replica) {
+                            $replica->status = EstimateStatus::Draft;
+                            $replica->estimate_number = Estimate::getNextDocumentNumber();
+                            $replica->date = now();
+                            $replica->expiration_date = now()->addDays($replica->company->defaultInvoice->payment_terms->getDays());
+                        })
+                        ->withReplicatedRelationships(['lineItems'])
+                        ->withExcludedRelationshipAttributes('lineItems', [
+                            'subtotal',
+                            'total',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                        ]),
+                    Tables\Actions\BulkAction::make('approveDrafts')
+                        ->label('Approve')
+                        ->icon('heroicon-o-check-circle')
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Estimates Approved')
+                        ->failureNotificationTitle('Failed to Approve Estimates')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeApproved());
+
+                            if ($isInvalid) {
+                                Notification::make()
+                                    ->title('Approval Failed')
+                                    ->body('Only draft estimates can be approved. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Estimate $record) {
+                                $record->approveDraft();
+                            });
+
+                            $action->success();
+                        }),
+                    Tables\Actions\BulkAction::make('markAsSent')
+                        ->label('Mark as Sent')
+                        ->icon('heroicon-o-paper-airplane')
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Estimates Sent')
+                        ->failureNotificationTitle('Failed to Mark Estimates as Sent')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsSent());
+
+                            if ($isInvalid) {
+                                Notification::make()
+                                    ->title('Sending Failed')
+                                    ->body('Only unsent estimates can be marked as sent. Please adjust your selection and try again.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Estimate $record) {
+                                $record->markAsSent();
+                            });
+
+                            $action->success();
+                        }),
+                    Tables\Actions\BulkAction::make('markAsAccepted')
+                        ->label('Mark as Accepted')
+                        ->icon('heroicon-o-check-badge')
+                        ->databaseTransaction()
+                        ->successNotificationTitle('Estimates Accepted')
+                        ->failureNotificationTitle('Failed to Mark Estimates as Accepted')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsAccepted());
+
+                            if ($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.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Estimate $record) {
+                                $record->markAsAccepted();
+                            });
+
+                            $action->success();
+                        }),
+                    Tables\Actions\BulkAction::make('markAsDeclined')
+                        ->label('Mark as Declined')
+                        ->icon('heroicon-o-x-circle')
+                        ->requiresConfirmation()
+                        ->databaseTransaction()
+                        ->color('danger')
+                        ->modalHeading('Mark Estimates as Declined')
+                        ->modalDescription('Are you sure you want to mark the selected estimates as declined? This action cannot be undone.')
+                        ->successNotificationTitle('Estimates Declined')
+                        ->failureNotificationTitle('Failed to Mark Estimates as Declined')
+                        ->before(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $isInvalid = $records->contains(fn (Estimate $record) => ! $record->canBeMarkedAsDeclined());
+
+                            if ($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.')
+                                    ->persistent()
+                                    ->danger()
+                                    ->send();
+
+                                $action->cancel(true);
+                            }
+                        })
+                        ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
+                            $records->each(function (Estimate $record) {
+                                $record->markAsDeclined();
+                            });
+
+                            $action->success();
+                        }),
+                ]),
+            ]);
+    }
+
+    public static function getRelations(): array
+    {
+        return [
+            //
+        ];
+    }
+
+    public static function getPages(): array
+    {
+        return [
+            'index' => Pages\ListEstimates::route('/'),
+            'create' => Pages\CreateEstimate::route('/create'),
+            'view' => Pages\ViewEstimate::route('/{record}'),
+            'edit' => Pages\EditEstimate::route('/{record}/edit'),
+        ];
+    }
+
+    public static function getWidgets(): array
+    {
+        return [
+            Widgets\EstimateOverview::class,
+        ];
+    }
+}

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

+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+
+use App\Concerns\ManagesLineItems;
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+use App\Models\Accounting\Estimate;
+use Filament\Resources\Pages\CreateRecord;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Database\Eloquent\Model;
+
+class CreateEstimate extends CreateRecord
+{
+    use ManagesLineItems;
+    use RedirectToListPage;
+
+    protected static string $resource = EstimateResource::class;
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+
+    protected function handleRecordCreation(array $data): Model
+    {
+        /** @var Estimate $record */
+        $record = parent::handleRecordCreation($data);
+
+        $this->handleLineItems($record, collect($data['lineItems'] ?? []));
+
+        $totals = $this->updateDocumentTotals($record, $data);
+
+        $record->updateQuietly($totals);
+
+        return $record;
+    }
+}

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

+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+
+use App\Concerns\ManagesLineItems;
+use App\Concerns\RedirectToListPage;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+use App\Models\Accounting\Estimate;
+use Filament\Actions;
+use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Database\Eloquent\Model;
+
+class EditEstimate extends EditRecord
+{
+    use ManagesLineItems;
+    use RedirectToListPage;
+
+    protected static string $resource = EstimateResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\DeleteAction::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::Full;
+    }
+
+    protected function handleRecordUpdate(Model $record, array $data): Model
+    {
+        /** @var Estimate $record */
+        $lineItems = collect($data['lineItems'] ?? []);
+
+        $this->deleteRemovedLineItems($record, $lineItems);
+
+        $this->handleLineItems($record, $lineItems);
+
+        $totals = $this->updateDocumentTotals($record, $data);
+
+        $data = array_merge($data, $totals);
+
+        return parent::handleRecordUpdate($record, $data);
+    }
+}

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

+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+
+use App\Enums\Accounting\EstimateStatus;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+use App\Filament\Company\Resources\Sales\EstimateResource\Widgets;
+use App\Models\Accounting\Estimate;
+use Filament\Actions;
+use Filament\Pages\Concerns\ExposesTableToWidgets;
+use Filament\Resources\Components\Tab;
+use Filament\Resources\Pages\ListRecords;
+use Filament\Support\Enums\MaxWidth;
+use Illuminate\Database\Eloquent\Builder;
+
+class ListEstimates extends ListRecords
+{
+    use ExposesTableToWidgets;
+
+    protected static string $resource = EstimateResource::class;
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\CreateAction::make(),
+        ];
+    }
+
+    protected function getHeaderWidgets(): array
+    {
+        return [
+            Widgets\EstimateOverview::make(),
+        ];
+    }
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return 'max-w-8xl';
+    }
+
+    public function getTabs(): array
+    {
+        return [
+            'all' => Tab::make()
+                ->label('All'),
+
+            'active' => Tab::make()
+                ->label('Active')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->active();
+                })
+                ->badge(Estimate::active()->count()),
+
+            'draft' => Tab::make()
+                ->label('Draft')
+                ->modifyQueryUsing(function (Builder $query) {
+                    $query->where('status', EstimateStatus::Draft);
+                })
+                ->badge(Estimate::where('status', EstimateStatus::Draft)->count()),
+        ];
+    }
+}

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

+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+
+use App\Enums\Accounting\DocumentType;
+use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+use App\Filament\Infolists\Components\DocumentPreview;
+use App\Models\Accounting\Estimate;
+use Filament\Actions;
+use Filament\Infolists\Components\Grid;
+use Filament\Infolists\Components\Section;
+use Filament\Infolists\Components\TextEntry;
+use Filament\Infolists\Infolist;
+use Filament\Resources\Pages\ViewRecord;
+use Filament\Support\Enums\FontWeight;
+use Filament\Support\Enums\IconPosition;
+use Filament\Support\Enums\IconSize;
+use Filament\Support\Enums\MaxWidth;
+
+class ViewEstimate extends ViewRecord
+{
+    protected static string $resource = EstimateResource::class;
+
+    protected $listeners = [
+        'refresh' => '$refresh',
+    ];
+
+    public function getMaxContentWidth(): MaxWidth | string | null
+    {
+        return MaxWidth::SixExtraLarge;
+    }
+
+    protected function getHeaderActions(): array
+    {
+        return [
+            Actions\ActionGroup::make([
+                Actions\EditAction::make(),
+                Actions\DeleteAction::make(),
+                Estimate::getApproveDraftAction(),
+                Estimate::getMarkAsSentAction(),
+                Estimate::getMarkAsAcceptedAction(),
+                Estimate::getMarkAsDeclinedAction(),
+                Estimate::getReplicateAction(),
+                Estimate::getConvertToInvoiceAction(),
+            ])
+                ->label('Actions')
+                ->button()
+                ->outlined()
+                ->dropdownPlacement('bottom-end')
+                ->icon('heroicon-c-chevron-down')
+                ->iconSize(IconSize::Small)
+                ->iconPosition(IconPosition::After),
+        ];
+    }
+
+    public function infolist(Infolist $infolist): Infolist
+    {
+        return $infolist
+            ->schema([
+                Section::make('Estimate Details')
+                    ->columns(4)
+                    ->schema([
+                        Grid::make(1)
+                            ->schema([
+                                TextEntry::make('estimate_number')
+                                    ->label('Estimate #'),
+                                TextEntry::make('status')
+                                    ->badge(),
+                                TextEntry::make('client.name')
+                                    ->label('Client')
+                                    ->color('primary')
+                                    ->weight(FontWeight::SemiBold)
+                                    ->url(static fn (Estimate $record) => ClientResource::getUrl('edit', ['record' => $record->client_id])),
+                                TextEntry::make('expiration_date')
+                                    ->label('Expiration Date')
+                                    ->asRelativeDay(),
+                                TextEntry::make('approved_at')
+                                    ->label('Approved At')
+                                    ->placeholder('Not Approved')
+                                    ->date(),
+                                TextEntry::make('last_sent_at')
+                                    ->label('Last Sent')
+                                    ->placeholder('Never')
+                                    ->date(),
+                                TextEntry::make('accepted_at')
+                                    ->label('Accepted At')
+                                    ->placeholder('Not Accepted')
+                                    ->date(),
+                            ])->columnSpan(1),
+                        DocumentPreview::make()
+                            ->type(DocumentType::Estimate),
+                    ]),
+            ]);
+    }
+}

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

+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Widgets;
+
+use App\Enums\Accounting\EstimateStatus;
+use App\Filament\Company\Resources\Sales\EstimateResource\Pages\ListEstimates;
+use App\Filament\Widgets\EnhancedStatsOverviewWidget;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Filament\Widgets\Concerns\InteractsWithPageTable;
+use Illuminate\Support\Number;
+
+class EstimateOverview extends EnhancedStatsOverviewWidget
+{
+    use InteractsWithPageTable;
+
+    protected function getTablePage(): string
+    {
+        return ListEstimates::class;
+    }
+
+    protected function getStats(): array
+    {
+        $activeEstimates = $this->getPageTableQuery()->active();
+
+        $totalActiveCount = $activeEstimates->count();
+        $totalActiveAmount = $activeEstimates->get()->sumMoneyInDefaultCurrency('total');
+
+        $acceptedEstimates = $this->getPageTableQuery()
+            ->where('status', EstimateStatus::Accepted);
+
+        $totalAcceptedCount = $acceptedEstimates->count();
+        $totalAcceptedAmount = $acceptedEstimates->get()->sumMoneyInDefaultCurrency('total');
+
+        $convertedEstimates = $this->getPageTableQuery()
+            ->where('status', EstimateStatus::Converted);
+
+        $totalConvertedCount = $convertedEstimates->count();
+        $totalEstimatesCount = $this->getPageTableQuery()->count();
+
+        $percentConverted = $totalEstimatesCount > 0
+            ? Number::percentage(($totalConvertedCount / $totalEstimatesCount) * 100, maxPrecision: 1)
+            : Number::percentage(0, maxPrecision: 1);
+
+        $totalEstimateAmount = $this->getPageTableQuery()
+            ->get()
+            ->sumMoneyInDefaultCurrency('total');
+
+        $averageEstimateTotal = $totalEstimatesCount > 0
+            ? (int) round($totalEstimateAmount / $totalEstimatesCount)
+            : 0;
+
+        return [
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Active Estimates', CurrencyConverter::formatCentsToMoney($totalActiveAmount))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description($totalActiveCount . ' active estimates'),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Accepted Estimates', CurrencyConverter::formatCentsToMoney($totalAcceptedAmount))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description($totalAcceptedCount . ' accepted'),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Converted Estimates', $percentConverted)
+                ->suffix('converted')
+                ->description($totalConvertedCount . ' converted'),
+
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Average Estimate Total', CurrencyConverter::formatCentsToMoney($averageEstimateTotal))
+                ->suffix(CurrencyAccessor::getDefaultCurrency()),
+        ];
+    }
+}

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

             ->schema([
                 Forms\Components\Section::make('Invoice Header')
                     ->collapsible()
+                    ->collapsed()
                     ->schema([
                         Forms\Components\Split::make([
                             Forms\Components\Group::make([
                     ]),
                 Forms\Components\Section::make('Invoice Footer')
                     ->collapsible()
+                    ->collapsed()
                     ->schema([
                         Forms\Components\Textarea::make('footer')
                             ->columnSpanFull(),
                             'invoice_number',
                             'date',
                             'due_date',
+                            'approved_at',
+                            'paid_at',
+                            'last_sent_at',
+                            'last_viewed_at',
                         ])
                         ->beforeReplicaSaved(function (Invoice $replica) {
                             $replica->status = InvoiceStatus::Draft;
                         ->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.')
                         ->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.')
                         })
                         ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
                             $records->each(function (Invoice $record) {
-                                $record->updateQuietly([
-                                    'status' => InvoiceStatus::Sent,
-                                ]);
+                                $record->markAsSent();
                             });
 
                             $action->success();
                         ->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/Filament/Company/Resources/Sales/InvoiceResource/Pages/ViewInvoice.php

 
 namespace App\Filament\Company\Resources\Sales\InvoiceResource\Pages;
 
+use App\Enums\Accounting\DocumentType;
 use App\Filament\Company\Resources\Sales\ClientResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Filament\Infolists\Components\DocumentPreview;
 use App\Models\Accounting\Invoice;
 use Filament\Actions;
 use Filament\Infolists\Components\Grid;
 use Filament\Infolists\Components\Section;
 use Filament\Infolists\Components\TextEntry;
-use Filament\Infolists\Components\ViewEntry;
 use Filament\Infolists\Infolist;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Support\Enums\FontWeight;
 
 class ViewInvoice extends ViewRecord
 {
-    protected static string $view = 'filament.company.resources.sales.invoices.pages.view-invoice';
-
     protected static string $resource = InvoiceResource::class;
 
     protected $listeners = [
                                     ->label('Approved At')
                                     ->placeholder('Not Approved')
                                     ->date(),
-                                TextEntry::make('last_sent')
+                                TextEntry::make('last_sent_at')
                                     ->label('Last Sent')
                                     ->placeholder('Never')
                                     ->date(),
                                     ->placeholder('Not Paid')
                                     ->date(),
                             ])->columnSpan(1),
-                        Grid::make()
-                            ->schema([
-                                ViewEntry::make('invoice-view')
-                                    ->label('View Invoice')
-                                    ->columnSpan(3)
-                                    ->view('filament.company.resources.sales.invoices.components.invoice-view')
-                                    ->viewData([
-                                        'invoice' => $this->record,
-                                    ]),
-                            ])
-                            ->columnSpan(3),
+                        DocumentPreview::make()
+                            ->type(DocumentType::Invoice),
                     ]),
             ]);
     }

app/Filament/Infolists/Components/DocumentPreview.php

+<?php
+
+namespace App\Filament\Infolists\Components;
+
+use App\Enums\Accounting\DocumentType;
+use Filament\Infolists\Components\Grid;
+
+class DocumentPreview extends Grid
+{
+    protected string $view = 'filament.infolists.components.document-preview';
+
+    protected DocumentType $documentType = DocumentType::Invoice;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+
+        $this->columnSpan(3);
+    }
+
+    public function type(DocumentType | string $type): static
+    {
+        if (is_string($type)) {
+            $type = DocumentType::from($type);
+        }
+
+        $this->documentType = $type;
+
+        return $this;
+    }
+
+    public function getType(): DocumentType
+    {
+        return $this->documentType;
+    }
+}

app/Infolists/Components/ReportEntry.php → app/Filament/Infolists/Components/ReportEntry.php

 <?php
 
-namespace App\Infolists\Components;
+namespace App\Filament\Infolists\Components;
 
 use Filament\Infolists\Components\Entry;
 use Filament\Support\Concerns\HasDescription;
     use HasIcon;
     use HasIconColor;
 
-    protected string $view = 'infolists.components.report-entry';
+    protected string $view = 'filament.infolists.components.report-entry';
 }

app/Models/Accounting/Bill.php

 use Illuminate\Database\Eloquent\Relations\MorphOne;
 use Illuminate\Support\Carbon;
 
-#[ObservedBy(BillObserver::class)]
 #[CollectedBy(DocumentCollection::class)]
+#[ObservedBy(BillObserver::class)]
 class Bill extends Model
 {
     use Blamable;
         });
     }
 
+    public function wasInitialized(): bool
+    {
+        return $this->hasInitialTransaction();
+    }
+
+    public function isPaid(): bool
+    {
+        return $this->paid_at !== null;
+    }
+
     public function canBeOverdue(): bool
     {
         return in_array($this->status, BillStatus::canBeOverdue());
         ]) && $this->currency_code === CurrencyAccessor::getDefaultCurrency();
     }
 
+    public function hasLineItems(): bool
+    {
+        return $this->lineItems()->exists();
+    }
+
     public function hasPayments(): bool
     {
         return $this->payments->isNotEmpty();
             })
             ->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

+<?php
+
+namespace App\Models\Accounting;
+
+use App\Casts\MoneyCast;
+use App\Casts\RateCast;
+use App\Collections\Accounting\DocumentCollection;
+use App\Concerns\Blamable;
+use App\Concerns\CompanyOwned;
+use App\Enums\Accounting\AdjustmentComputation;
+use App\Enums\Accounting\DocumentDiscountMethod;
+use App\Enums\Accounting\EstimateStatus;
+use App\Enums\Accounting\InvoiceStatus;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+use App\Filament\Company\Resources\Sales\InvoiceResource;
+use App\Models\Common\Client;
+use App\Models\Setting\Currency;
+use App\Observers\EstimateObserver;
+use Filament\Actions\Action;
+use Filament\Actions\MountableAction;
+use Filament\Actions\ReplicateAction;
+use Illuminate\Database\Eloquent\Attributes\CollectedBy;
+use Illuminate\Database\Eloquent\Attributes\ObservedBy;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasOne;
+use Illuminate\Database\Eloquent\Relations\MorphMany;
+use Illuminate\Support\Carbon;
+
+#[CollectedBy(DocumentCollection::class)]
+#[ObservedBy(EstimateObserver::class)]
+class Estimate extends Model
+{
+    use Blamable;
+    use CompanyOwned;
+    use HasFactory;
+
+    protected $fillable = [
+        'company_id',
+        'client_id',
+        'logo',
+        'header',
+        'subheader',
+        'estimate_number',
+        'reference_number',
+        'date',
+        'expiration_date',
+        'approved_at',
+        'accepted_at',
+        'converted_at',
+        'declined_at',
+        'last_sent_at',
+        'last_viewed_at',
+        'status',
+        'currency_code',
+        'discount_method',
+        'discount_computation',
+        'discount_rate',
+        'subtotal',
+        'tax_total',
+        'discount_total',
+        'total',
+        'terms',
+        'footer',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'date' => 'date',
+        'expiration_date' => 'date',
+        'approved_at' => 'datetime',
+        'accepted_at' => 'datetime',
+        'declined_at' => 'datetime',
+        'last_sent_at' => 'datetime',
+        'last_viewed_at' => 'datetime',
+        'status' => EstimateStatus::class,
+        'discount_method' => DocumentDiscountMethod::class,
+        'discount_computation' => AdjustmentComputation::class,
+        'discount_rate' => RateCast::class,
+        'subtotal' => MoneyCast::class,
+        'tax_total' => MoneyCast::class,
+        'discount_total' => MoneyCast::class,
+        'total' => MoneyCast::class,
+    ];
+
+    public function client(): BelongsTo
+    {
+        return $this->belongsTo(Client::class);
+    }
+
+    public function currency(): BelongsTo
+    {
+        return $this->belongsTo(Currency::class, 'currency_code', 'code');
+    }
+
+    public function invoice(): HasOne
+    {
+        return $this->hasOne(Invoice::class);
+    }
+
+    public function lineItems(): MorphMany
+    {
+        return $this->morphMany(DocumentLineItem::class, 'documentable');
+    }
+
+    protected function isCurrentlyExpired(): Attribute
+    {
+        return Attribute::get(function () {
+            return $this->expiration_date?->isBefore(today()) && $this->canBeExpired();
+        });
+    }
+
+    public function isDraft(): bool
+    {
+        return $this->status === EstimateStatus::Draft;
+    }
+
+    public function wasApproved(): bool
+    {
+        return $this->approved_at !== null;
+    }
+
+    public function wasAccepted(): bool
+    {
+        return $this->accepted_at !== null;
+    }
+
+    public function wasDeclined(): bool
+    {
+        return $this->declined_at !== null;
+    }
+
+    public function wasConverted(): bool
+    {
+        return $this->converted_at !== null;
+    }
+
+    public function hasBeenSent(): bool
+    {
+        return $this->last_sent_at !== null;
+    }
+
+    public function hasBeenViewed(): bool
+    {
+        return $this->last_viewed_at !== null;
+    }
+
+    public function canBeExpired(): bool
+    {
+        return ! in_array($this->status, [
+            EstimateStatus::Draft,
+            EstimateStatus::Accepted,
+            EstimateStatus::Declined,
+            EstimateStatus::Converted,
+        ]);
+    }
+
+    public function canBeApproved(): bool
+    {
+        return $this->isDraft() && ! $this->wasApproved();
+    }
+
+    public function canBeConverted(): bool
+    {
+        return $this->wasAccepted() && ! $this->wasConverted();
+    }
+
+    public function canBeMarkedAsDeclined(): bool
+    {
+        return $this->hasBeenSent()
+            && ! $this->wasDeclined()
+            && ! $this->wasConverted()
+            && ! $this->wasAccepted();
+    }
+
+    public function canBeMarkedAsSent(): bool
+    {
+        return ! $this->hasBeenSent();
+    }
+
+    public function canBeMarkedAsAccepted(): bool
+    {
+        return $this->hasBeenSent()
+            && ! $this->wasAccepted()
+            && ! $this->wasDeclined()
+            && ! $this->wasConverted();
+    }
+
+    public function hasLineItems(): bool
+    {
+        return $this->lineItems()->exists();
+    }
+
+    public function scopeActive(Builder $query): Builder
+    {
+        return $query->whereIn('status', [
+            EstimateStatus::Unsent,
+            EstimateStatus::Sent,
+            EstimateStatus::Viewed,
+            EstimateStatus::Accepted,
+        ]);
+    }
+
+    public static function getNextDocumentNumber(): string
+    {
+        $company = auth()->user()->currentCompany;
+
+        if (! $company) {
+            throw new \RuntimeException('No current company is set for the user.');
+        }
+
+        $defaultEstimateSettings = $company->defaultInvoice;
+
+        $numberPrefix = 'EST-';
+        $numberDigits = $defaultEstimateSettings->number_digits;
+
+        $latestDocument = static::query()
+            ->whereNotNull('estimate_number')
+            ->latest('estimate_number')
+            ->first();
+
+        $lastNumberNumericPart = $latestDocument
+            ? (int) substr($latestDocument->estimate_number, strlen($numberPrefix))
+            : 0;
+
+        $numberNext = $lastNumberNumericPart + 1;
+
+        return $defaultEstimateSettings->getNumberNext(
+            padded: true,
+            format: true,
+            prefix: $numberPrefix,
+            digits: $numberDigits,
+            next: $numberNext
+        );
+    }
+
+    public function approveDraft(?Carbon $approvedAt = null): void
+    {
+        if (! $this->isDraft()) {
+            throw new \RuntimeException('Estimate is not in draft status.');
+        }
+
+        $approvedAt ??= now();
+
+        $this->update([
+            'approved_at' => $approvedAt,
+            'status' => EstimateStatus::Unsent,
+        ]);
+    }
+
+    public static function getApproveDraftAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('approveDraft')
+            ->label('Approve')
+            ->icon('heroicon-o-check-circle')
+            ->visible(function (self $record) {
+                return $record->canBeApproved();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Estimate Approved')
+            ->action(function (self $record, MountableAction $action) {
+                $record->approveDraft();
+
+                $action->success();
+            });
+    }
+
+    public static function getMarkAsSentAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('markAsSent')
+            ->label('Mark as Sent')
+            ->icon('heroicon-o-paper-airplane')
+            ->visible(static function (self $record) {
+                return $record->canBeMarkedAsSent();
+            })
+            ->successNotificationTitle('Estimate Sent')
+            ->action(function (self $record, MountableAction $action) {
+                $record->markAsSent();
+
+                $action->success();
+            });
+    }
+
+    public function markAsSent(?Carbon $sentAt = null): void
+    {
+        $sentAt ??= now();
+
+        $this->update([
+            'status' => EstimateStatus::Sent,
+            'last_sent_at' => $sentAt,
+        ]);
+    }
+
+    public function markAsViewed(?Carbon $viewedAt = null): void
+    {
+        $viewedAt ??= now();
+
+        $this->update([
+            'status' => EstimateStatus::Viewed,
+            'last_viewed_at' => $viewedAt,
+        ]);
+    }
+
+    public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
+    {
+        return $action::make()
+            ->excludeAttributes([
+                'estimate_number',
+                'date',
+                'expiration_date',
+                'approved_at',
+                'accepted_at',
+                'converted_at',
+                'declined_at',
+                'last_sent_at',
+                'last_viewed_at',
+                'status',
+                'created_by',
+                'updated_by',
+                'created_at',
+                'updated_at',
+            ])
+            ->modal(false)
+            ->beforeReplicaSaved(function (self $original, self $replica) {
+                $replica->status = EstimateStatus::Draft;
+                $replica->estimate_number = self::getNextDocumentNumber();
+                $replica->date = now();
+                $replica->expiration_date = now()->addDays($original->company->defaultInvoice->payment_terms->getDays());
+            })
+            ->databaseTransaction()
+            ->after(function (self $original, self $replica) {
+                $original->replicateLineItems($replica);
+            })
+            ->successRedirectUrl(static function (self $replica) {
+                return EstimateResource::getUrl('edit', ['record' => $replica]);
+            });
+    }
+
+    public static function getMarkAsAcceptedAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('markAsAccepted')
+            ->label('Mark as Accepted')
+            ->icon('heroicon-o-check-badge')
+            ->visible(static function (self $record) {
+                return $record->canBeMarkedAsAccepted();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Estimate Accepted')
+            ->action(function (self $record, MountableAction $action) {
+                $record->markAsAccepted();
+
+                $action->success();
+            });
+    }
+
+    public function markAsAccepted(?Carbon $acceptedAt = null): void
+    {
+        $acceptedAt ??= now();
+
+        $this->update([
+            'status' => EstimateStatus::Accepted,
+            'accepted_at' => $acceptedAt,
+        ]);
+    }
+
+    public static function getMarkAsDeclinedAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('markAsDeclined')
+            ->label('Mark as Declined')
+            ->icon('heroicon-o-x-circle')
+            ->visible(static function (self $record) {
+                return $record->canBeMarkedAsDeclined();
+            })
+            ->color('danger')
+            ->requiresConfirmation()
+            ->databaseTransaction()
+            ->successNotificationTitle('Estimate Declined')
+            ->action(function (self $record, MountableAction $action) {
+                $record->markAsDeclined();
+
+                $action->success();
+            });
+    }
+
+    public function markAsDeclined(?Carbon $declinedAt = null): void
+    {
+        $declinedAt ??= now();
+
+        $this->update([
+            'status' => EstimateStatus::Declined,
+            'declined_at' => $declinedAt,
+        ]);
+    }
+
+    public static function getConvertToInvoiceAction(string $action = Action::class): MountableAction
+    {
+        return $action::make('convertToInvoice')
+            ->label('Convert to Invoice')
+            ->icon('heroicon-o-arrow-right-on-rectangle')
+            ->visible(static function (self $record) {
+                return $record->canBeConverted();
+            })
+            ->databaseTransaction()
+            ->successNotificationTitle('Estimate Converted to Invoice')
+            ->action(function (self $record, MountableAction $action) {
+                $record->convertToInvoice();
+
+                $action->success();
+            })
+            ->successRedirectUrl(static function (self $record) {
+                return InvoiceResource::getUrl('edit', ['record' => $record->refresh()->invoice]);
+            });
+    }
+
+    public function convertToInvoice(?Carbon $convertedAt = null): void
+    {
+        if ($this->invoice) {
+            throw new \RuntimeException('Estimate has already been converted to an invoice.');
+        }
+
+        $invoice = $this->invoice()->create([
+            'company_id' => $this->company_id,
+            'client_id' => $this->client_id,
+            'logo' => $this->logo,
+            'header' => $this->company->defaultInvoice->header,
+            'subheader' => $this->company->defaultInvoice->subheader,
+            'invoice_number' => Invoice::getNextDocumentNumber($this->company),
+            'date' => now(),
+            'due_date' => now()->addDays($this->company->defaultInvoice->payment_terms->getDays()),
+            'status' => InvoiceStatus::Draft,
+            'currency_code' => $this->currency_code,
+            'discount_method' => $this->discount_method,
+            'discount_computation' => $this->discount_computation,
+            'discount_rate' => $this->discount_rate,
+            'subtotal' => $this->subtotal,
+            'tax_total' => $this->tax_total,
+            'discount_total' => $this->discount_total,
+            'total' => $this->total,
+            'terms' => $this->terms,
+            'footer' => $this->footer,
+            'created_by' => auth()->id(),
+            'updated_by' => auth()->id(),
+        ]);
+
+        $this->replicateLineItems($invoice);
+
+        $convertedAt ??= now();
+
+        $this->update([
+            'status' => EstimateStatus::Converted,
+            'converted_at' => $convertedAt,
+        ]);
+    }
+
+    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/Invoice.php

 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Models\Banking\BankAccount;
 use App\Models\Common\Client;
+use App\Models\Company;
 use App\Models\Setting\Currency;
 use App\Observers\InvoiceObserver;
 use App\Utilities\Currency\CurrencyAccessor;
 use Illuminate\Database\Eloquent\Relations\MorphOne;
 use Illuminate\Support\Carbon;
 
-#[ObservedBy(InvoiceObserver::class)]
 #[CollectedBy(DocumentCollection::class)]
+#[ObservedBy(InvoiceObserver::class)]
 class Invoice extends Model
 {
     use Blamable;
     protected $fillable = [
         'company_id',
         'client_id',
+        'estimate_id',
         'logo',
         'header',
         'subheader',
         'due_date',
         'approved_at',
         'paid_at',
-        'last_sent',
+        'last_sent_at',
+        'last_viewed_at',
         'status',
         'currency_code',
         'discount_method',
         'due_date' => 'date',
         'approved_at' => 'datetime',
         'paid_at' => 'datetime',
-        'last_sent' => 'datetime',
+        'last_sent_at' => 'datetime',
+        'last_viewed_at' => 'datetime',
         'status' => InvoiceStatus::class,
         'discount_method' => DocumentDiscountMethod::class,
         'discount_computation' => AdjustmentComputation::class,
         return $this->belongsTo(Currency::class, 'currency_code', 'code');
     }
 
+    public function estimate(): BelongsTo
+    {
+        return $this->belongsTo(Estimate::class);
+    }
+
     public function lineItems(): MorphMany
     {
         return $this->morphMany(DocumentLineItem::class, 'documentable');
         return $this->status === InvoiceStatus::Draft;
     }
 
+    public function wasApproved(): bool
+    {
+        return $this->approved_at !== null;
+    }
+
+    public function isPaid(): bool
+    {
+        return $this->paid_at !== null;
+    }
+
+    public function hasBeenSent(): bool
+    {
+        return $this->last_sent_at !== null;
+    }
+
+    public function hasBeenViewed(): bool
+    {
+        return $this->last_viewed_at !== null;
+    }
+
     public function canRecordPayment(): bool
     {
         return ! in_array($this->status, [
         return in_array($this->status, InvoiceStatus::canBeOverdue());
     }
 
+    public function canBeApproved(): bool
+    {
+        return $this->isDraft() && ! $this->wasApproved();
+    }
+
+    public function canBeMarkedAsSent(): bool
+    {
+        return ! $this->hasBeenSent();
+    }
+
+    public function hasLineItems(): bool
+    {
+        return $this->lineItems()->exists();
+    }
+
     public function hasPayments(): bool
     {
-        return $this->payments->isNotEmpty();
+        return $this->payments()->exists();
     }
 
-    public static function getNextDocumentNumber(): string
+    public static function getNextDocumentNumber(?Company $company = null): string
     {
-        $company = auth()->user()->currentCompany;
+        $company ??= auth()->user()?->currentCompany;
 
         if (! $company) {
             throw new \RuntimeException('No current company is set for the user.');
             ->label('Approve')
             ->icon('heroicon-o-check-circle')
             ->visible(function (self $record) {
-                return $record->isDraft();
+                return $record->canBeApproved();
             })
             ->databaseTransaction()
             ->successNotificationTitle('Invoice Approved')
             ->label('Mark as Sent')
             ->icon('heroicon-o-paper-airplane')
             ->visible(static function (self $record) {
-                return ! $record->last_sent;
+                return $record->canBeMarkedAsSent();
             })
             ->successNotificationTitle('Invoice Sent')
             ->action(function (self $record, MountableAction $action) {
-                $record->update([
-                    'status' => InvoiceStatus::Sent,
-                    'last_sent' => now(),
-                ]);
+                $record->markAsSent();
 
                 $action->success();
             });
     }
 
+    public function markAsSent(?Carbon $sentAt = null): void
+    {
+        $sentAt ??= now();
+
+        $this->update([
+            'status' => InvoiceStatus::Sent,
+            'last_sent_at' => $sentAt,
+        ]);
+    }
+
+    public function markAsViewed(?Carbon $viewedAt = null): void
+    {
+        $viewedAt ??= now();
+
+        $this->update([
+            'status' => InvoiceStatus::Viewed,
+            'last_viewed_at' => $viewedAt,
+        ]);
+    }
+
     public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
     {
         return $action::make()
                 'due_date',
                 'approved_at',
                 'paid_at',
-                'last_sent',
+                'last_sent_at',
+                'last_viewed_at',
             ])
             ->modal(false)
             ->beforeReplicaSaved(function (self $original, self $replica) {
             })
             ->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 InvoiceResource::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/Company.php

         return $this->hasMany(Department::class, 'company_id');
     }
 
+    public function estimates(): HasMany
+    {
+        return $this->hasMany(Accounting\Estimate::class, 'company_id');
+    }
+
     public function invoices(): HasMany
     {
         return $this->hasMany(Accounting\Invoice::class, 'company_id');

app/Observers/EstimateObserver.php

+<?php
+
+namespace App\Observers;
+
+use App\Enums\Accounting\EstimateStatus;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Accounting\Estimate;
+use Illuminate\Support\Facades\DB;
+
+class EstimateObserver
+{
+    public function saving(Estimate $estimate): void
+    {
+        if ($estimate->approved_at && $estimate->is_currently_expired) {
+            $estimate->status = EstimateStatus::Expired;
+        }
+    }
+
+    public function deleted(Estimate $estimate): void
+    {
+        DB::transaction(function () use ($estimate) {
+            $estimate->lineItems()->each(function (DocumentLineItem $lineItem) {
+                $lineItem->delete();
+            });
+        });
+    }
+}

app/Observers/InvoiceObserver.php

         }
     }
 
-    /**
-     * Handle the Invoice "deleted" event.
-     */
     public function deleted(Invoice $invoice): void
     {
         DB::transaction(function () use ($invoice) {

app/Policies/EstimatePolicy.php

+<?php
+
+namespace App\Policies;
+
+use App\Models\Accounting\Estimate;
+use App\Models\User;
+
+class EstimatePolicy
+{
+    /**
+     * Determine whether the user can view any models.
+     */
+    public function viewAny(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can view the model.
+     */
+    public function view(User $user, Estimate $estimate): bool
+    {
+        return $user->belongsToCompany($estimate->company);
+    }
+
+    /**
+     * Determine whether the user can create models.
+     */
+    public function create(User $user): bool
+    {
+        return true;
+    }
+
+    /**
+     * Determine whether the user can update the model.
+     */
+    public function update(User $user, Estimate $estimate): bool
+    {
+        if ($estimate->wasConverted()) {
+            return false;
+        }
+
+        return $user->belongsToCompany($estimate->company);
+    }
+
+    /**
+     * Determine whether the user can delete the model.
+     */
+    public function delete(User $user, Estimate $estimate): bool
+    {
+        return $user->belongsToCompany($estimate->company);
+    }
+
+    /**
+     * Determine whether the user can restore the model.
+     */
+    public function restore(User $user, Estimate $estimate): bool
+    {
+        return $user->belongsToCompany($estimate->company);
+    }
+
+    /**
+     * Determine whether the user can permanently delete the model.
+     */
+    public function forceDelete(User $user, Estimate $estimate): bool
+    {
+        return $user->belongsToCompany($estimate->company);
+    }
+}

app/Providers/FilamentCompaniesServiceProvider.php

 use App\Filament\Company\Resources\Purchases\BillResource;
 use App\Filament\Company\Resources\Purchases\VendorResource;
 use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\EstimateResource;
 use App\Filament\Company\Resources\Sales\InvoiceResource;
 use App\Filament\Components\PanelShiftDropdown;
 use App\Filament\User\Clusters\Account;
                             ->icon('heroicon-o-currency-dollar')
                             ->items([
                                 ...InvoiceResource::getNavigationItems(),
+                                ...EstimateResource::getNavigationItems(),
                                 ...ClientResource::getNavigationItems(),
                             ]),
                         NavigationGroup::make('Purchases')

app/View/Models/DocumentPreviewViewModel.php

+<?php
+
+namespace App\View\Models;
+
+use App\Enums\Accounting\DocumentType;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Common\Client;
+use App\Models\Company;
+use App\Models\Setting\DocumentDefault;
+use App\Utilities\Currency\CurrencyAccessor;
+use App\Utilities\Currency\CurrencyConverter;
+use Illuminate\Database\Eloquent\Model;
+
+class DocumentPreviewViewModel
+{
+    public function __construct(
+        public Model $document,
+        public DocumentType $documentType = DocumentType::Invoice,
+    ) {}
+
+    public function buildViewData(): array
+    {
+        return [
+            'company' => $this->getCompanyDetails(),
+            'client' => $this->getClientDetails(),
+            'metadata' => $this->getDocumentMetadata(),
+            'lineItems' => $this->getLineItems(),
+            'totals' => $this->getTotals(),
+            'header' => $this->document->header,
+            'footer' => $this->document->footer,
+            'terms' => $this->document->terms,
+            'logo' => $this->document->logo,
+            'style' => $this->getStyle(),
+            'labels' => $this->documentType->getLabels(),
+        ];
+    }
+
+    private function getCompanyDetails(): array
+    {
+        /** @var Company $company */
+        $company = $this->document->company;
+        $profile = $company->profile;
+
+        return [
+            'name' => $company->name,
+            'address' => $profile->address ?? '',
+            'city' => $profile->city?->name ?? '',
+            'state' => $profile->state?->name ?? '',
+            'zip_code' => $profile->zip_code ?? '',
+            'country' => $profile->state?->country->name ?? '',
+        ];
+    }
+
+    private function getClientDetails(): array
+    {
+        /** @var Client $client */
+        $client = $this->document->client;
+        $address = $client->billingAddress ?? null;
+
+        return [
+            'name' => $client->name,
+            'address_line_1' => $address->address_line_1 ?? '',
+            'address_line_2' => $address->address_line_2 ?? '',
+            'city' => $address->city ?? '',
+            'state' => $address->state ?? '',
+            'postal_code' => $address->postal_code ?? '',
+            'country' => $address->country ?? '',
+        ];
+    }
+
+    private function getDocumentMetadata(): array
+    {
+        return [
+            'number' => $this->document->invoice_number ?? $this->document->estimate_number,
+            'reference_number' => $this->document->order_number ?? $this->document->reference_number,
+            'date' => $this->document->date?->toDefaultDateFormat(),
+            'due_date' => $this->document->due_date?->toDefaultDateFormat() ?? $this->document->expiration_date?->toDefaultDateFormat(),
+            'currency_code' => $this->document->currency_code ?? CurrencyAccessor::getDefaultCurrency(),
+        ];
+    }
+
+    private function getLineItems(): array
+    {
+        $currencyCode = $this->document->currency_code ?? CurrencyAccessor::getDefaultCurrency();
+
+        return $this->document->lineItems->map(fn (DocumentLineItem $item) => [
+            'name' => $item->offering->name ?? '',
+            'description' => $item->description ?? '',
+            'quantity' => $item->quantity,
+            'unit_price' => CurrencyConverter::formatToMoney($item->unit_price, $currencyCode),
+            'subtotal' => CurrencyConverter::formatToMoney($item->subtotal, $currencyCode),
+        ])->toArray();
+    }
+
+    private function getTotals(): array
+    {
+        $currencyCode = $this->document->currency_code ?? CurrencyAccessor::getDefaultCurrency();
+
+        return [
+            'subtotal' => CurrencyConverter::formatToMoney($this->document->subtotal, $currencyCode),
+            'discount' => CurrencyConverter::formatToMoney($this->document->discount_total, $currencyCode),
+            'tax' => CurrencyConverter::formatToMoney($this->document->tax_total, $currencyCode),
+            'total' => CurrencyConverter::formatToMoney($this->document->total, $currencyCode),
+            'amount_due' => $this->document->amount_due ? CurrencyConverter::formatToMoney($this->document->amount_due, $currencyCode) : null,
+        ];
+    }
+
+    private function getStyle(): array
+    {
+        /** @var DocumentDefault $settings */
+        $settings = $this->document->company->defaultInvoice;
+
+        return [
+            'accent_color' => $settings->accent_color ?? '#000000',
+            'show_logo' => $settings->show_logo ?? false,
+        ];
+    }
+}

composer.lock

         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.336.0",
+            "version": "3.336.6",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "5a62003bf183e32da038056a4b9077c27224e034"
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-                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.0"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.6"
             },
-            "time": "2024-12-18T19:04:32+00:00"
+            "time": "2024-12-28T04:16:13+00:00"
         },
         {
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         },
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-            "version": "4.0.2",
+            "version": "4.0.3",
             "source": {
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                 "url": "https://github.com/egulias/EmailValidator.git",
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+                "url": "https://api.github.com/repos/egulias/EmailValidator/zipball/b115554301161fa21467629f1e1391c1936de517",
+                "reference": "b115554301161fa21467629f1e1391c1936de517",
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             ],
             "support": {
                 "issues": "https://github.com/egulias/EmailValidator/issues",
-                "source": "https://github.com/egulias/EmailValidator/tree/4.0.2"
+                "source": "https://github.com/egulias/EmailValidator/tree/4.0.3"
             },
             "funding": [
                 {
                     "type": "github"
                 }
             ],
-            "time": "2023-10-06T06:47:41+00:00"
+            "time": "2024-12-27T00:36:43+00:00"
         },
         {
             "name": "filament/actions",
         },
         {
             "name": "nesbot/carbon",
-            "version": "3.8.2",
+            "version": "3.8.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/briannesbitt/Carbon.git",
-                "reference": "e1268cdbc486d97ce23fef2c666dc3c6b6de9947"
+                "reference": "129700ed449b1f02d70272d2ac802357c8c30c58"
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                 "type": "zip",
-                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/e1268cdbc486d97ce23fef2c666dc3c6b6de9947",
-                "reference": "e1268cdbc486d97ce23fef2c666dc3c6b6de9947",
+                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/129700ed449b1f02d70272d2ac802357c8c30c58",
+                "reference": "129700ed449b1f02d70272d2ac802357c8c30c58",
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             "type": "library",
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-                    "dev-2.x": "2.x-dev"
-                },
                 "laravel": {
                     "providers": [
                         "Carbon\\Laravel\\ServiceProvider"
                     "includes": [
                         "extension.neon"
                     ]
+                },
+                "branch-alias": {
+                    "dev-2.x": "2.x-dev",
+                    "dev-master": "3.x-dev"
                 }
             },
             "autoload": {
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-11-07T17:46:48+00:00"
+            "time": "2024-12-27T09:25:35+00:00"
         },
         {
             "name": "nette/schema",
         },
         {
             "name": "spatie/color",
-            "version": "1.6.2",
+            "version": "1.6.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/spatie/color.git",
-                "reference": "b4fac074a9e5999dcca12cbfab0f7c73e2684d6d"
+                "reference": "45c4354ffa7e65f05c502b009834ecac7928daa3"
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-                "reference": "b4fac074a9e5999dcca12cbfab0f7c73e2684d6d",
+                "url": "https://api.github.com/repos/spatie/color/zipball/45c4354ffa7e65f05c502b009834ecac7928daa3",
+                "reference": "45c4354ffa7e65f05c502b009834ecac7928daa3",
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             },
             "require": {
             ],
             "support": {
                 "issues": "https://github.com/spatie/color/issues",
-                "source": "https://github.com/spatie/color/tree/1.6.2"
+                "source": "https://github.com/spatie/color/tree/1.6.3"
             },
             "funding": [
                 {
                     "type": "github"
                 }
             ],
-            "time": "2024-12-09T16:20:38+00:00"
+            "time": "2024-12-23T11:00:34+00:00"
         },
         {
             "name": "spatie/invade",
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
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-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
-                "thanks": {
-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
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-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
             },
             "type": "library",
             "extra": {
+                "thanks": {
+                    "url": "https://github.com/symfony/contracts",
+                    "name": "symfony/contracts"
+                },
                 "branch-alias": {
                     "dev-main": "3.5-dev"
-                },
-                "thanks": {
-                    "name": "symfony/contracts",
-                    "url": "https://github.com/symfony/contracts"
                 }
             },
             "autoload": {
         },
         {
             "name": "tijsverkoyen/css-to-inline-styles",
-            "version": "v2.2.7",
+            "version": "v2.3.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/tijsverkoyen/CssToInlineStyles.git",
-                "reference": "83ee6f38df0a63106a9e4536e3060458b74ccedb"
+                "reference": "0d72ac1c00084279c1816675284073c5a337c20d"
             },
             "dist": {
                 "type": "zip",
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-                "reference": "83ee6f38df0a63106a9e4536e3060458b74ccedb",
+                "url": "https://api.github.com/repos/tijsverkoyen/CssToInlineStyles/zipball/0d72ac1c00084279c1816675284073c5a337c20d",
+                "reference": "0d72ac1c00084279c1816675284073c5a337c20d",
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             },
             "require": {
                 "ext-dom": "*",
                 "ext-libxml": "*",
-                "php": "^5.5 || ^7.0 || ^8.0",
-                "symfony/css-selector": "^2.7 || ^3.0 || ^4.0 || ^5.0 || ^6.0 || ^7.0"
+                "php": "^7.4 || ^8.0",
+                "symfony/css-selector": "^5.4 || ^6.0 || ^7.0"
             },
             "require-dev": {
-                "phpunit/phpunit": "^4.8.35 || ^5.7 || ^6.0 || ^7.5 || ^8.5.21 || ^9.5.10"
+                "phpstan/phpstan": "^2.0",
+                "phpstan/phpstan-phpunit": "^2.0",
+                "phpunit/phpunit": "^8.5.21 || ^9.5.10"
             },
             "type": "library",
             "extra": {
                 "branch-alias": {
-                    "dev-master": "2.2.x-dev"
+                    "dev-master": "2.x-dev"
                 }
             },
             "autoload": {
             "homepage": "https://github.com/tijsverkoyen/CssToInlineStyles",
             "support": {
                 "issues": "https://github.com/tijsverkoyen/CssToInlineStyles/issues",
-                "source": "https://github.com/tijsverkoyen/CssToInlineStyles/tree/v2.2.7"
+                "source": "https://github.com/tijsverkoyen/CssToInlineStyles/tree/v2.3.0"
             },
-            "time": "2023-12-08T13:03:43+00:00"
+            "time": "2024-12-21T16:25:41+00:00"
         },
         {
             "name": "vlucas/phpdotenv",

database/factories/Accounting/BillFactory.php

      */
     public function definition(): array
     {
-        // 50% chance of being a future bill
         $isFutureBill = $this->faker->boolean();
 
         if ($isFutureBill) {
-            // For future bills, date is recent and due date is in near future
             $billDate = $this->faker->dateTimeBetween('-10 days', '+10 days');
         } else {
-            // For past bills, both date and due date are in the past
             $billDate = $this->faker->dateTimeBetween('-1 year', '-30 days');
         }
 
         ];
     }
 
-    public function withLineItems(int $count = 3): self
+    public function withLineItems(int $count = 3): static
     {
-        return $this->has(DocumentLineItem::factory()->forBill()->count($count), 'lineItems');
+        return $this->afterCreating(function (Bill $bill) use ($count) {
+            DocumentLineItem::factory()
+                ->count($count)
+                ->forBill($bill)
+                ->create();
+
+            $this->recalculateTotals($bill);
+        });
     }
 
     public function initialized(): static
     {
         return $this->afterCreating(function (Bill $bill) {
-            if ($bill->hasInitialTransaction()) {
+            $this->ensureLineItems($bill);
+
+            if ($bill->wasInitialized()) {
                 return;
             }
 
-            $this->recalculateTotals($bill);
-
-            $postedAt = Carbon::parse($bill->date)->addHours($this->faker->numberBetween(1, 24));
+            $postedAt = Carbon::parse($bill->date)
+                ->addHours($this->faker->numberBetween(1, 24));
 
             $bill->createInitialTransaction($postedAt);
         });
     }
 
-    public function withPayments(?int $min = 1, ?int $max = null, BillStatus $billStatus = BillStatus::Paid): static
+    public function partial(int $maxPayments = 4): static
     {
-        return $this->afterCreating(function (Bill $bill) use ($billStatus, $max, $min) {
-            if (! $bill->hasInitialTransaction()) {
-                $this->recalculateTotals($bill);
+        return $this->afterCreating(function (Bill $bill) use ($maxPayments) {
+            $this->ensureInitialized($bill);
 
-                $postedAt = Carbon::parse($bill->date)->addHours($this->faker->numberBetween(1, 24));
+            $this->withPayments(max: $maxPayments, billStatus: BillStatus::Partial)
+                ->callAfterCreating(collect([$bill]));
+        });
+    }
 
-                $bill->createInitialTransaction($postedAt);
-            }
+    public function paid(int $maxPayments = 4): static
+    {
+        return $this->afterCreating(function (Bill $bill) use ($maxPayments) {
+            $this->ensureInitialized($bill);
+
+            $this->withPayments(max: $maxPayments)
+                ->callAfterCreating(collect([$bill]));
+        });
+    }
+
+    public function overdue(): static
+    {
+        return $this
+            ->state([
+                'due_date' => now()->subDays($this->faker->numberBetween(1, 30)),
+            ])
+            ->afterCreating(function (Bill $bill) {
+                $this->ensureInitialized($bill);
+            });
+    }
+
+    public function withPayments(?int $min = null, ?int $max = null, BillStatus $billStatus = BillStatus::Paid): static
+    {
+        $min ??= 1;
+
+        return $this->afterCreating(function (Bill $bill) use ($billStatus, $max, $min) {
+            $this->ensureInitialized($bill);
 
             $bill->refresh();
 
-            $totalAmountDue = $bill->getRawOriginal('amount_due');
+            $amountDue = $bill->getRawOriginal('amount_due');
 
-            if ($billStatus === BillStatus::Partial) {
-                $totalAmountDue = (int) floor($totalAmountDue * 0.5);
-            }
+            $totalAmountDue = match ($billStatus) {
+                BillStatus::Partial => (int) floor($amountDue * 0.5),
+                default => $amountDue,
+            };
 
             if ($totalAmountDue <= 0 || empty($totalAmountDue)) {
                 return;
                 $remainingAmount -= $amount;
             }
 
-            if ($billStatus === BillStatus::Paid) {
-                $latestPaymentDate = max($paymentDates);
-                $bill->updateQuietly([
-                    'status' => $billStatus,
-                    'paid_at' => $latestPaymentDate,
-                ]);
+            if ($billStatus !== BillStatus::Paid) {
+                return;
             }
+
+            $latestPaymentDate = max($paymentDates);
+            $bill->updateQuietly([
+                'status' => $billStatus,
+                'paid_at' => $latestPaymentDate,
+            ]);
         });
     }
 
     public function configure(): static
     {
         return $this->afterCreating(function (Bill $bill) {
+            $this->ensureInitialized($bill);
+
             $paddedId = str_pad((string) $bill->id, 5, '0', STR_PAD_LEFT);
 
             $bill->updateQuietly([
                 'order_number' => "PO-{$paddedId}",
             ]);
 
-            $this->recalculateTotals($bill);
-
-            // Check for overdue status
-            if ($bill->due_date < today() && $bill->status !== BillStatus::Paid) {
+            if ($bill->wasInitialized() && $bill->is_currently_overdue) {
                 $bill->updateQuietly([
                     'status' => BillStatus::Overdue,
                 ]);
         });
     }
 
+    protected function ensureLineItems(Bill $bill): void
+    {
+        if (! $bill->hasLineItems()) {
+            $this->withLineItems()->callAfterCreating(collect([$bill]));
+        }
+    }
+
+    protected function ensureInitialized(Bill $bill): void
+    {
+        if (! $bill->wasInitialized()) {
+            $this->initialized()->callAfterCreating(collect([$bill]));
+        }
+    }
+
     protected function recalculateTotals(Bill $bill): void
     {
-        if ($bill->lineItems()->exists()) {
-            $bill->refresh();
-            $subtotal = $bill->lineItems()->sum('subtotal') / 100;
-            $taxTotal = $bill->lineItems()->sum('tax_total') / 100;
-            $discountTotal = $bill->lineItems()->sum('discount_total') / 100;
-            $grandTotal = $subtotal + $taxTotal - $discountTotal;
-
-            $bill->update([
-                'subtotal' => $subtotal,
-                'tax_total' => $taxTotal,
-                'discount_total' => $discountTotal,
-                'total' => $grandTotal,
-            ]);
+        $bill->refresh();
+
+        if (! $bill->hasLineItems()) {
+            return;
         }
+
+        $subtotal = $bill->lineItems()->sum('subtotal') / 100;
+        $taxTotal = $bill->lineItems()->sum('tax_total') / 100;
+        $discountTotal = $bill->lineItems()->sum('discount_total') / 100;
+        $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+        $bill->update([
+            'subtotal' => $subtotal,
+            'tax_total' => $taxTotal,
+            'discount_total' => $discountTotal,
+            'total' => $grandTotal,
+        ]);
     }
 }

database/factories/Accounting/DocumentLineItemFactory.php

 
 namespace Database\Factories\Accounting;
 
+use App\Models\Accounting\Bill;
 use App\Models\Accounting\DocumentLineItem;
+use App\Models\Accounting\Estimate;
+use App\Models\Accounting\Invoice;
 use App\Models\Common\Offering;
 use Illuminate\Database\Eloquent\Factories\Factory;
 
         ];
     }
 
-    public function forInvoice(): static
+    public function forInvoice(Invoice $invoice): static
     {
-        return $this->state(function (array $attributes) {
-            $offering = Offering::where('sellable', true)
-                ->inRandomOrder()
-                ->first();
-
-            return [
-                'offering_id' => $offering->id,
-                'unit_price' => $offering->price,
-            ];
-        })->afterCreating(function (DocumentLineItem $lineItem) {
-            $offering = $lineItem->offering;
-
-            if ($offering) {
-                $lineItem->salesTaxes()->syncWithoutDetaching($offering->salesTaxes->pluck('id')->toArray());
-                $lineItem->salesDiscounts()->syncWithoutDetaching($offering->salesDiscounts->pluck('id')->toArray());
-            }
-
-            $lineItem->refresh();
-
-            $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
-            $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
-
-            $lineItem->updateQuietly([
-                'tax_total' => $taxTotal,
-                'discount_total' => $discountTotal,
-            ]);
-        });
+        return $this
+            ->for($invoice, 'documentable')
+            ->state(function (array $attributes) {
+                $offering = Offering::where('sellable', true)
+                    ->inRandomOrder()
+                    ->first();
+
+                return [
+                    'offering_id' => $offering->id,
+                    'unit_price' => $offering->price,
+                ];
+            })
+            ->afterCreating(function (DocumentLineItem $lineItem) {
+                $offering = $lineItem->offering;
+
+                if ($offering) {
+                    $lineItem->salesTaxes()->syncWithoutDetaching($offering->salesTaxes->pluck('id')->toArray());
+                    $lineItem->salesDiscounts()->syncWithoutDetaching($offering->salesDiscounts->pluck('id')->toArray());
+                }
+
+                $lineItem->refresh();
+
+                $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
+                $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
+
+                $lineItem->updateQuietly([
+                    'tax_total' => $taxTotal,
+                    'discount_total' => $discountTotal,
+                ]);
+            });
     }
 
-    public function forBill(): static
+    public function forEstimate(Estimate $estimate): static
     {
-        return $this->state(function (array $attributes) {
-            $offering = Offering::where('purchasable', true)
-                ->inRandomOrder()
-                ->first();
-
-            return [
-                'offering_id' => $offering->id,
-                'unit_price' => $offering->price,
-            ];
-        })->afterCreating(function (DocumentLineItem $lineItem) {
-            $offering = $lineItem->offering;
-
-            if ($offering) {
-                $lineItem->purchaseTaxes()->syncWithoutDetaching($offering->purchaseTaxes->pluck('id')->toArray());
-                $lineItem->purchaseDiscounts()->syncWithoutDetaching($offering->purchaseDiscounts->pluck('id')->toArray());
-            }
-
-            $lineItem->refresh();
-
-            $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
-            $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
-
-            $lineItem->updateQuietly([
-                'tax_total' => $taxTotal,
-                'discount_total' => $discountTotal,
-            ]);
-        });
+        return $this
+            ->for($estimate, 'documentable')
+            ->state(function (array $attributes) {
+                $offering = Offering::where('sellable', true)
+                    ->inRandomOrder()
+                    ->first();
+
+                return [
+                    'offering_id' => $offering->id,
+                    'unit_price' => $offering->price,
+                ];
+            })
+            ->afterCreating(function (DocumentLineItem $lineItem) {
+                $offering = $lineItem->offering;
+
+                if ($offering) {
+                    $lineItem->salesTaxes()->syncWithoutDetaching($offering->salesTaxes->pluck('id')->toArray());
+                    $lineItem->salesDiscounts()->syncWithoutDetaching($offering->salesDiscounts->pluck('id')->toArray());
+                }
+
+                $lineItem->refresh();
+
+                $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
+                $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
+
+                $lineItem->updateQuietly([
+                    'tax_total' => $taxTotal,
+                    'discount_total' => $discountTotal,
+                ]);
+            });
+    }
+
+    public function forBill(Bill $bill): static
+    {
+        return $this
+            ->for($bill, 'documentable')
+            ->state(function (array $attributes) {
+                $offering = Offering::where('purchasable', true)
+                    ->inRandomOrder()
+                    ->first();
+
+                return [
+                    'offering_id' => $offering->id,
+                    'unit_price' => $offering->price,
+                ];
+            })
+            ->afterCreating(function (DocumentLineItem $lineItem) {
+                $offering = $lineItem->offering;
+
+                if ($offering) {
+                    $lineItem->purchaseTaxes()->syncWithoutDetaching($offering->purchaseTaxes->pluck('id')->toArray());
+                    $lineItem->purchaseDiscounts()->syncWithoutDetaching($offering->purchaseDiscounts->pluck('id')->toArray());
+                }
+
+                $lineItem->refresh();
+
+                $taxTotal = $lineItem->calculateTaxTotal()->getAmount();
+                $discountTotal = $lineItem->calculateDiscountTotal()->getAmount();
+
+                $lineItem->updateQuietly([
+                    'tax_total' => $taxTotal,
+                    'discount_total' => $discountTotal,
+                ]);
+            });
     }
 }

database/factories/Accounting/EstimateFactory.php

+<?php
+
+namespace Database\Factories\Accounting;
+
+use App\Enums\Accounting\EstimateStatus;
+use App\Models\Accounting\DocumentLineItem;
+use App\Models\Accounting\Estimate;
+use App\Models\Common\Client;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Support\Carbon;
+
+/**
+ * @extends Factory<Estimate>
+ */
+class EstimateFactory extends Factory
+{
+    /**
+     * The name of the factory's corresponding model.
+     */
+    protected $model = Estimate::class;
+
+    /**
+     * Define the model's default state.
+     *
+     * @return array<string, mixed>
+     */
+    public function definition(): array
+    {
+        $estimateDate = $this->faker->dateTimeBetween('-1 year');
+
+        return [
+            'company_id' => 1,
+            'client_id' => Client::inRandomOrder()->value('id'),
+            'header' => 'Estimate',
+            'subheader' => 'Estimate',
+            'estimate_number' => $this->faker->unique()->numerify('EST-#####'),
+            'reference_number' => $this->faker->unique()->numerify('REF-#####'),
+            'date' => $estimateDate,
+            'expiration_date' => Carbon::parse($estimateDate)->addDays($this->faker->numberBetween(14, 30)),
+            'status' => EstimateStatus::Draft,
+            'currency_code' => 'USD',
+            'terms' => $this->faker->sentence,
+            'footer' => $this->faker->sentence,
+            'created_by' => 1,
+            'updated_by' => 1,
+        ];
+    }
+
+    public function withLineItems(int $count = 3): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) use ($count) {
+            DocumentLineItem::factory()
+                ->count($count)
+                ->forEstimate($estimate)
+                ->create();
+
+            $this->recalculateTotals($estimate);
+        });
+    }
+
+    public function approved(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureLineItems($estimate);
+
+            if (! $estimate->canBeApproved()) {
+                return;
+            }
+
+            $approvedAt = Carbon::parse($estimate->date)
+                ->addHours($this->faker->numberBetween(1, 24));
+
+            $estimate->approveDraft($approvedAt);
+        });
+    }
+
+    public function accepted(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureSent($estimate);
+
+            $acceptedAt = Carbon::parse($estimate->last_sent_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->markAsAccepted($acceptedAt);
+        });
+    }
+
+    public function converted(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->wasAccepted()) {
+                $this->accepted()->callAfterCreating(collect([$estimate]));
+            }
+
+            $convertedAt = Carbon::parse($estimate->accepted_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->convertToInvoice($convertedAt);
+        });
+    }
+
+    public function declined(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureSent($estimate);
+
+            $declinedAt = Carbon::parse($estimate->last_sent_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->markAsDeclined($declinedAt);
+        });
+    }
+
+    public function sent(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureApproved($estimate);
+
+            $sentAt = Carbon::parse($estimate->approved_at)
+                ->addHours($this->faker->numberBetween(1, 24));
+
+            $estimate->markAsSent($sentAt);
+        });
+    }
+
+    public function viewed(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureSent($estimate);
+
+            $viewedAt = Carbon::parse($estimate->last_sent_at)
+                ->addHours($this->faker->numberBetween(1, 24));
+
+            $estimate->markAsViewed($viewedAt);
+        });
+    }
+
+    public function expired(): static
+    {
+        return $this
+            ->state([
+                'expiration_date' => now()->subDays($this->faker->numberBetween(1, 30)),
+            ])
+            ->afterCreating(function (Estimate $estimate) {
+                $this->ensureApproved($estimate);
+            });
+    }
+
+    public function configure(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $this->ensureLineItems($estimate);
+
+            $paddedId = str_pad((string) $estimate->id, 5, '0', STR_PAD_LEFT);
+
+            $estimate->updateQuietly([
+                'estimate_number' => "EST-{$paddedId}",
+                'reference_number' => "REF-{$paddedId}",
+            ]);
+
+            if ($estimate->wasApproved() && $estimate->is_currently_expired) {
+                $estimate->updateQuietly([
+                    'status' => EstimateStatus::Expired,
+                ]);
+            }
+        });
+    }
+
+    protected function ensureLineItems(Estimate $estimate): void
+    {
+        if (! $estimate->hasLineItems()) {
+            $this->withLineItems()->callAfterCreating(collect([$estimate]));
+        }
+    }
+
+    protected function ensureApproved(Estimate $estimate): void
+    {
+        if (! $estimate->wasApproved()) {
+            $this->approved()->callAfterCreating(collect([$estimate]));
+        }
+    }
+
+    protected function ensureSent(Estimate $estimate): void
+    {
+        if (! $estimate->hasBeenSent()) {
+            $this->sent()->callAfterCreating(collect([$estimate]));
+        }
+    }
+
+    protected function recalculateTotals(Estimate $estimate): void
+    {
+        $estimate->refresh();
+
+        if (! $estimate->hasLineItems()) {
+            return;
+        }
+
+        $subtotal = $estimate->lineItems()->sum('subtotal') / 100;
+        $taxTotal = $estimate->lineItems()->sum('tax_total') / 100;
+        $discountTotal = $estimate->lineItems()->sum('discount_total') / 100;
+        $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+        $estimate->update([
+            'subtotal' => $subtotal,
+            'tax_total' => $taxTotal,
+            'discount_total' => $discountTotal,
+            'total' => $grandTotal,
+        ]);
+    }
+}

database/factories/Accounting/InvoiceFactory.php

         ];
     }
 
-    public function withLineItems(int $count = 3): self
+    public function withLineItems(int $count = 3): static
     {
-        return $this->has(DocumentLineItem::factory()->forInvoice()->count($count), 'lineItems');
+        return $this->afterCreating(function (Invoice $invoice) use ($count) {
+            DocumentLineItem::factory()
+                ->count($count)
+                ->forInvoice($invoice)
+                ->create();
+
+            $this->recalculateTotals($invoice);
+        });
     }
 
     public function approved(): static
     {
         return $this->afterCreating(function (Invoice $invoice) {
-            if (! $invoice->isDraft()) {
+            $this->ensureLineItems($invoice);
+
+            if (! $invoice->canBeApproved()) {
                 return;
             }
 
-            $this->recalculateTotals($invoice);
-
-            $approvedAt = Carbon::parse($invoice->date)->addHours($this->faker->numberBetween(1, 24));
+            $approvedAt = Carbon::parse($invoice->date)
+                ->addHours($this->faker->numberBetween(1, 24));
 
             $invoice->approveDraft($approvedAt);
         });
     }
 
-    public function withPayments(?int $min = 1, ?int $max = null, InvoiceStatus $invoiceStatus = InvoiceStatus::Paid): static
+    public function sent(): static
     {
-        return $this->afterCreating(function (Invoice $invoice) use ($invoiceStatus, $max, $min) {
-            if ($invoice->isDraft()) {
-                $this->recalculateTotals($invoice);
+        return $this->afterCreating(function (Invoice $invoice) {
+            $this->ensureApproved($invoice);
 
-                $approvedAt = Carbon::parse($invoice->date)->addHours($this->faker->numberBetween(1, 24));
-                $invoice->approveDraft($approvedAt);
-            }
+            $sentAt = Carbon::parse($invoice->approved_at)
+                ->addHours($this->faker->numberBetween(1, 24));
+
+            $invoice->markAsSent($sentAt);
+        });
+    }
+
+    public function partial(int $maxPayments = 4): static
+    {
+        return $this->afterCreating(function (Invoice $invoice) use ($maxPayments) {
+            $this->ensureSent($invoice);
+
+            $this->withPayments(max: $maxPayments, invoiceStatus: InvoiceStatus::Partial)
+                ->callAfterCreating(collect([$invoice]));
+        });
+    }
+
+    public function paid(int $maxPayments = 4): static
+    {
+        return $this->afterCreating(function (Invoice $invoice) use ($maxPayments) {
+            $this->ensureSent($invoice);
+
+            $this->withPayments(max: $maxPayments)
+                ->callAfterCreating(collect([$invoice]));
+        });
+    }
+
+    public function overpaid(int $maxPayments = 4): static
+    {
+        return $this->afterCreating(function (Invoice $invoice) use ($maxPayments) {
+            $this->ensureSent($invoice);
+
+            $this->withPayments(max: $maxPayments, invoiceStatus: InvoiceStatus::Overpaid)
+                ->callAfterCreating(collect([$invoice]));
+        });
+    }
+
+    public function overdue(): static
+    {
+        return $this
+            ->state([
+                'due_date' => now()->subDays($this->faker->numberBetween(1, 30)),
+            ])
+            ->afterCreating(function (Invoice $invoice) {
+                $this->ensureApproved($invoice);
+            });
+    }
+
+    public function withPayments(?int $min = null, ?int $max = null, InvoiceStatus $invoiceStatus = InvoiceStatus::Paid): static
+    {
+        $min ??= 1;
+
+        return $this->afterCreating(function (Invoice $invoice) use ($invoiceStatus, $max, $min) {
+            $this->ensureSent($invoice);
 
             $invoice->refresh();
 
-            $totalAmountDue = $invoice->getRawOriginal('amount_due');
+            $amountDue = $invoice->getRawOriginal('amount_due');
 
-            if ($invoiceStatus === InvoiceStatus::Overpaid) {
-                $totalAmountDue += random_int(1000, 10000);
-            } elseif ($invoiceStatus === InvoiceStatus::Partial) {
-                $totalAmountDue = (int) floor($totalAmountDue * 0.5);
-            }
+            $totalAmountDue = match ($invoiceStatus) {
+                InvoiceStatus::Overpaid => $amountDue + random_int(1000, 10000),
+                InvoiceStatus::Partial => (int) floor($amountDue * 0.5),
+                default => $amountDue,
+            };
 
             if ($totalAmountDue <= 0 || empty($totalAmountDue)) {
                 return;
                 $remainingAmount -= $amount;
             }
 
-            // If it's a paid invoice, use the latest payment date as paid_at
-            if ($invoiceStatus === InvoiceStatus::Paid) {
-                $latestPaymentDate = max($paymentDates);
-                $invoice->updateQuietly([
-                    'status' => $invoiceStatus,
-                    'paid_at' => $latestPaymentDate,
-                ]);
+            if ($invoiceStatus !== InvoiceStatus::Paid) {
+                return;
             }
+
+            $latestPaymentDate = max($paymentDates);
+            $invoice->updateQuietly([
+                'status' => $invoiceStatus,
+                'paid_at' => $latestPaymentDate,
+            ]);
         });
     }
 
     public function configure(): static
     {
         return $this->afterCreating(function (Invoice $invoice) {
-            // Use the invoice's ID to generate invoice and order numbers
+            $this->ensureLineItems($invoice);
+
             $paddedId = str_pad((string) $invoice->id, 5, '0', STR_PAD_LEFT);
 
             $invoice->updateQuietly([
                 'order_number' => "ORD-{$paddedId}",
             ]);
 
-            $this->recalculateTotals($invoice);
-
-            if ($invoice->approved_at && $invoice->is_currently_overdue) {
+            if ($invoice->wasApproved() && $invoice->is_currently_overdue) {
                 $invoice->updateQuietly([
                     'status' => InvoiceStatus::Overdue,
                 ]);
         });
     }
 
+    protected function ensureLineItems(Invoice $invoice): void
+    {
+        if (! $invoice->hasLineItems()) {
+            $this->withLineItems()->callAfterCreating(collect([$invoice]));
+        }
+    }
+
+    protected function ensureApproved(Invoice $invoice): void
+    {
+        if (! $invoice->wasApproved()) {
+            $this->approved()->callAfterCreating(collect([$invoice]));
+        }
+    }
+
+    protected function ensureSent(Invoice $invoice): void
+    {
+        if (! $invoice->hasBeenSent()) {
+            $this->sent()->callAfterCreating(collect([$invoice]));
+        }
+    }
+
     protected function recalculateTotals(Invoice $invoice): void
     {
-        if ($invoice->lineItems()->exists()) {
-            $invoice->refresh();
-            $subtotal = $invoice->lineItems()->sum('subtotal') / 100;
-            $taxTotal = $invoice->lineItems()->sum('tax_total') / 100;
-            $discountTotal = $invoice->lineItems()->sum('discount_total') / 100;
-            $grandTotal = $subtotal + $taxTotal - $discountTotal;
-
-            $invoice->update([
-                'subtotal' => $subtotal,
-                'tax_total' => $taxTotal,
-                'discount_total' => $discountTotal,
-                'total' => $grandTotal,
-            ]);
+        $invoice->refresh();
+
+        if (! $invoice->hasLineItems()) {
+            return;
         }
+
+        $subtotal = $invoice->lineItems()->sum('subtotal') / 100;
+        $taxTotal = $invoice->lineItems()->sum('tax_total') / 100;
+        $discountTotal = $invoice->lineItems()->sum('discount_total') / 100;
+        $grandTotal = $subtotal + $taxTotal - $discountTotal;
+
+        $invoice->update([
+            'subtotal' => $subtotal,
+            'tax_total' => $taxTotal,
+            'discount_total' => $discountTotal,
+            'total' => $grandTotal,
+        ]);
     }
 }

database/factories/CompanyFactory.php

 
 namespace Database\Factories;
 
-use App\Enums\Accounting\BillStatus;
-use App\Enums\Accounting\InvoiceStatus;
 use App\Models\Accounting\Bill;
+use App\Models\Accounting\Estimate;
 use App\Models\Accounting\Invoice;
 use App\Models\Accounting\Transaction;
 use App\Models\Common\Client;
             $draftCount = (int) floor($count * 0.2);
             $approvedCount = (int) floor($count * 0.2);
             $paidCount = (int) floor($count * 0.3);
-            $partialCount = (int) floor($count * 0.2);
-            $overpaidCount = $count - ($draftCount + $approvedCount + $paidCount + $partialCount);
+            $partialCount = (int) floor($count * 0.1);
+            $overpaidCount = (int) floor($count * 0.1);
+            $overdueCount = $count - ($draftCount + $approvedCount + $paidCount + $partialCount + $overpaidCount);
 
             Invoice::factory()
                 ->count($draftCount)
-                ->withLineItems()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
 
             Invoice::factory()
                 ->count($approvedCount)
-                ->withLineItems()
                 ->approved()
                 ->create([
                     'company_id' => $company->id,
 
             Invoice::factory()
                 ->count($paidCount)
-                ->withLineItems()
-                ->approved()
-                ->withPayments(max: 4)
+                ->paid()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
 
             Invoice::factory()
                 ->count($partialCount)
-                ->withLineItems()
-                ->approved()
-                ->withPayments(max: 4, invoiceStatus: InvoiceStatus::Partial)
+                ->partial()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
 
             Invoice::factory()
                 ->count($overpaidCount)
-                ->withLineItems()
+                ->overpaid()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Invoice::factory()
+                ->count($overdueCount)
+                ->overdue()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+        });
+    }
+
+    public function withEstimates(int $count = 10): self
+    {
+        return $this->afterCreating(function (Company $company) use ($count) {
+            $draftCount = (int) floor($count * 0.2);     // 20% drafts
+            $approvedCount = (int) floor($count * 0.3);   // 30% approved
+            $acceptedCount = (int) floor($count * 0.2);  // 20% accepted
+            $declinedCount = (int) floor($count * 0.1);  // 10% declined
+            $convertedCount = (int) floor($count * 0.1); // 10% converted to invoices
+            $expiredCount = $count - ($draftCount + $approvedCount + $acceptedCount + $declinedCount + $convertedCount); // remaining 10%
+
+            Estimate::factory()
+                ->count($draftCount)
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Estimate::factory()
+                ->count($approvedCount)
                 ->approved()
-                ->withPayments(max: 4, invoiceStatus: InvoiceStatus::Overpaid)
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Estimate::factory()
+                ->count($acceptedCount)
+                ->accepted()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Estimate::factory()
+                ->count($declinedCount)
+                ->declined()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Estimate::factory()
+                ->count($convertedCount)
+                ->converted()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Estimate::factory()
+                ->count($expiredCount)
+                ->expired()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
     {
         return $this->afterCreating(function (Company $company) use ($count) {
             $unpaidCount = (int) floor($count * 0.4);
-            $paidCount = (int) floor($count * 0.4);
-            $partialCount = $count - ($unpaidCount + $paidCount);
+            $paidCount = (int) floor($count * 0.3);
+            $partialCount = (int) floor($count * 0.2);
+            $overdueCount = $count - ($unpaidCount + $paidCount + $partialCount);
 
-            // Create unpaid bills
             Bill::factory()
                 ->count($unpaidCount)
-                ->withLineItems()
-                ->initialized()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
                     'updated_by' => $company->user_id,
                 ]);
 
-            // Create paid bills
             Bill::factory()
                 ->count($paidCount)
-                ->withLineItems()
-                ->initialized()
-                ->withPayments(max: 4)
+                ->paid()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,
                     'updated_by' => $company->user_id,
                 ]);
 
-            // Create partially paid bills
             Bill::factory()
                 ->count($partialCount)
-                ->withLineItems()
-                ->initialized()
-                ->withPayments(max: 4, billStatus: BillStatus::Partial)
+                ->partial()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            Bill::factory()
+                ->count($overdueCount)
+                ->overdue()
                 ->create([
                     'company_id' => $company->id,
                     'created_by' => $company->user_id,

database/migrations/2024_11_27_223000_create_estimates_table.php

+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('estimates', function (Blueprint $table) {
+            $table->id();
+            $table->foreignId('company_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('client_id')->nullable()->constrained('clients')->nullOnDelete();
+            $table->string('logo')->nullable();
+            $table->string('header')->nullable();
+            $table->string('subheader')->nullable();
+            $table->string('estimate_number')->nullable();
+            $table->string('reference_number')->nullable(); // PO, SO, etc.
+            $table->date('date')->nullable();
+            $table->date('expiration_date')->nullable();
+            $table->timestamp('approved_at')->nullable();
+            $table->timestamp('accepted_at')->nullable();
+            $table->timestamp('converted_at')->nullable();
+            $table->timestamp('declined_at')->nullable();
+            $table->timestamp('last_sent_at')->nullable();
+            $table->timestamp('last_viewed_at')->nullable();
+            $table->string('status')->default('draft');
+            $table->string('currency_code')->nullable();
+            $table->string('discount_method')->default('per_line_item');
+            $table->string('discount_computation')->default('percentage');
+            $table->integer('discount_rate')->default(0);
+            $table->integer('subtotal')->default(0);
+            $table->integer('tax_total')->default(0);
+            $table->integer('discount_total')->default(0);
+            $table->integer('total')->default(0);
+            $table->text('terms')->nullable(); // terms, notes
+            $table->text('footer')->nullable();
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->timestamps();
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('estimates');
+    }
+};

database/migrations/2024_11_27_223015_create_invoices_table.php

             $table->id();
             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->foreignId('client_id')->nullable()->constrained('clients')->nullOnDelete();
+            $table->foreignId('estimate_id')->nullable()->constrained('estimates')->nullOnDelete();
             $table->string('logo')->nullable();
             $table->string('header')->nullable();
             $table->string('subheader')->nullable();
             $table->date('due_date')->nullable();
             $table->timestamp('approved_at')->nullable();
             $table->timestamp('paid_at')->nullable();
-            $table->timestamp('last_sent')->nullable();
+            $table->timestamp('last_sent_at')->nullable();
+            $table->timestamp('last_viewed_at')->nullable();
             $table->string('status')->default('draft');
             $table->string('currency_code')->nullable();
             $table->string('discount_method')->default('per_line_item');

database/seeders/DatabaseSeeder.php

                     ->withClients()
                     ->withVendors()
                     ->withInvoices(50)
+                    ->withEstimates(50)
                     ->withBills(50);
             })
             ->create([

package-lock.json

             }
         },
         "node_modules/@esbuild/aix-ppc64": {
-            "version": "0.24.0",
-            "resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.24.0.tgz",
-            "integrity": "sha512-WtKdFM7ls47zkKHFVzMz8opM7LkcsIp9amDUBIAWirg70RM71WRSjdILPsY5Uv1D42ZpUfaPILDlfactHgsRkw==",
+            "version": "0.24.2",
+            "resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.24.2.tgz",
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+            "integrity": "sha512-UfoeMA6fIJ8wTYFEUjelnaGI67v6+N7qXJEvQuIGa99l4xsCruSYOVSQ0uPANn4dAzm8lkYPaKLrrijLq7x23w==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
             }
         },
         "node_modules/resolve": {
-            "version": "1.22.9",
-            "resolved": "https://registry.npmjs.org/resolve/-/resolve-1.22.9.tgz",
-            "integrity": "sha512-QxrmX1DzraFIi9PxdG5VkRfRwIgjwyud+z/iBwfRRrVmHc+P9Q7u2lSSpQ6bjr2gy5lrqIiU9vb6iAeGf2400A==",
+            "version": "1.22.10",
+            "resolved": "https://registry.npmjs.org/resolve/-/resolve-1.22.10.tgz",
+            "integrity": "sha512-NPRy+/ncIMeDlTAsuqwKIiferiawhefFJtkNSW0qZJEqMEb+qBt/77B/jGeeek+F0uOeN05CDa6HXbbIgtVX4w==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
             "bin": {
                 "resolve": "bin/resolve"
             },
+            "engines": {
+                "node": ">= 0.4"
+            },
             "funding": {
                 "url": "https://github.com/sponsors/ljharb"
             }
             }
         },
         "node_modules/rollup": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/rollup/-/rollup-4.28.1.tgz",
-            "integrity": "sha512-61fXYl/qNVinKmGSTHAZ6Yy8I3YIJC/r2m9feHo6SwVAVcLT5MPwOUFe7EuURA/4m0NR8lXG4BBXuo/IZEsjMg==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/rollup/-/rollup-4.29.1.tgz",
+            "integrity": "sha512-RaJ45M/kmJUzSWDs1Nnd5DdV4eerC98idtUOVr6FfKcgxqvjwHmxc5upLF9qZU9EpsVzzhleFahrT3shLuJzIw==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
                 "npm": ">=8.0.0"
             },
             "optionalDependencies": {
-                "@rollup/rollup-android-arm-eabi": "4.28.1",
-                "@rollup/rollup-android-arm64": "4.28.1",
-                "@rollup/rollup-darwin-arm64": "4.28.1",
-                "@rollup/rollup-darwin-x64": "4.28.1",
-                "@rollup/rollup-freebsd-arm64": "4.28.1",
-                "@rollup/rollup-freebsd-x64": "4.28.1",
-                "@rollup/rollup-linux-arm-gnueabihf": "4.28.1",
-                "@rollup/rollup-linux-arm-musleabihf": "4.28.1",
-                "@rollup/rollup-linux-arm64-gnu": "4.28.1",
-                "@rollup/rollup-linux-arm64-musl": "4.28.1",
-                "@rollup/rollup-linux-loongarch64-gnu": "4.28.1",
-                "@rollup/rollup-linux-powerpc64le-gnu": "4.28.1",
-                "@rollup/rollup-linux-riscv64-gnu": "4.28.1",
-                "@rollup/rollup-linux-s390x-gnu": "4.28.1",
-                "@rollup/rollup-linux-x64-gnu": "4.28.1",
-                "@rollup/rollup-linux-x64-musl": "4.28.1",
-                "@rollup/rollup-win32-arm64-msvc": "4.28.1",
-                "@rollup/rollup-win32-ia32-msvc": "4.28.1",
-                "@rollup/rollup-win32-x64-msvc": "4.28.1",
+                "@rollup/rollup-android-arm-eabi": "4.29.1",
+                "@rollup/rollup-android-arm64": "4.29.1",
+                "@rollup/rollup-darwin-arm64": "4.29.1",
+                "@rollup/rollup-darwin-x64": "4.29.1",
+                "@rollup/rollup-freebsd-arm64": "4.29.1",
+                "@rollup/rollup-freebsd-x64": "4.29.1",
+                "@rollup/rollup-linux-arm-gnueabihf": "4.29.1",
+                "@rollup/rollup-linux-arm-musleabihf": "4.29.1",
+                "@rollup/rollup-linux-arm64-gnu": "4.29.1",
+                "@rollup/rollup-linux-arm64-musl": "4.29.1",
+                "@rollup/rollup-linux-loongarch64-gnu": "4.29.1",
+                "@rollup/rollup-linux-powerpc64le-gnu": "4.29.1",
+                "@rollup/rollup-linux-riscv64-gnu": "4.29.1",
+                "@rollup/rollup-linux-s390x-gnu": "4.29.1",
+                "@rollup/rollup-linux-x64-gnu": "4.29.1",
+                "@rollup/rollup-linux-x64-musl": "4.29.1",
+                "@rollup/rollup-win32-arm64-msvc": "4.29.1",
+                "@rollup/rollup-win32-ia32-msvc": "4.29.1",
+                "@rollup/rollup-win32-x64-msvc": "4.29.1",
                 "fsevents": "~2.3.2"
             }
         },
             "license": "MIT"
         },
         "node_modules/vite": {
-            "version": "6.0.3",
-            "resolved": "https://registry.npmjs.org/vite/-/vite-6.0.3.tgz",
-            "integrity": "sha512-Cmuo5P0ENTN6HxLSo6IHsjCLn/81Vgrp81oaiFFMRa8gGDj5xEjIcEpf2ZymZtZR8oU0P2JX5WuUp/rlXcHkAw==",
+            "version": "6.0.6",
+            "resolved": "https://registry.npmjs.org/vite/-/vite-6.0.6.tgz",
+            "integrity": "sha512-NSjmUuckPmDU18bHz7QZ+bTYhRR0iA72cs2QAxCqDpafJ0S6qetco0LB3WW2OxlMHS0JmAv+yZ/R3uPmMyGTjQ==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
-                "esbuild": "^0.24.0",
+                "esbuild": "^0.24.2",
                 "postcss": "^8.4.49",
                 "rollup": "^4.23.0"
             },

pint.json

         "nullable_type_declaration_for_default_null_value": {
             "use_nullable_type_declaration": true
         },
+        "ordered_attributes": {
+            "sort_algorithm": "alpha"
+        },
         "single_trait_insert_per_statement": true,
         "types_spaces": {
             "space": "single"

resources/data/lang/en.json

     "Footer": "Footer",
     "Invoice Footer": "Invoice Footer",
     "Bill Details": "Bill Details",
-    "Create": "Create"
+    "Create": "Create",
+    "Estimate Header": "Estimate Header",
+    "Estimate Details": "Estimate Details",
+    "Estimate Footer": "Estimate Footer"
 }

resources/views/components/company/tables/reports/account-transactions.blade.php

     use App\Filament\Company\Pages\Accounting\Transactions;
     use App\Models\Accounting\Bill;
     use App\Filament\Company\Resources\Purchases\BillResource\Pages\ViewBill;
-    use App\Filament\Company\Resources\Sales\InvoiceResource\Pages\ViewInvoice;
+    use App\Filament\Company\Resources\Sales\InvoiceResource\Pages\ViewEstimate;
 
     $iconPosition = \Filament\Support\Enums\IconPosition::After;
 @endphp
                                         <x-filament::link
                                             :href="$cell['tableAction']['model'] === Bill::class
                                                 ? ViewBill::getUrl(['record' => $cell['tableAction']['id']])
-                                                : ViewInvoice::getUrl(['record' => $cell['tableAction']['id']])"
+                                                : ViewEstimate::getUrl(['record' => $cell['tableAction']['id']])"
                                             target="_blank"
                                             color="primary"
                                             icon="heroicon-o-arrow-top-right-on-square"

resources/views/filament/company/resources/sales/invoices/components/invoice-view.blade.php

-@php
-    /** @var \App\Models\Accounting\Invoice $invoice */
-    $invoiceSettings = $invoice->company->defaultInvoice;
-
-    $company = $invoice->company;
-
-    use App\Utilities\Currency\CurrencyConverter;
-@endphp
-
-<x-company.invoice.container class="modern-template-container">
-    <!-- Colored Header with Logo -->
-    <x-company.invoice.header class="bg-gray-800 h-24">
-        <!-- Logo -->
-        <div class="w-2/3">
-            @if($invoice->logo && $invoiceSettings->show_logo)
-                <x-company.invoice.logo class="ml-8" :src="$invoice->logo"/>
-            @endif
-        </div>
-
-        <!-- Ribbon Container -->
-        <div class="w-1/3 absolute right-0 top-0 p-3 h-32 flex flex-col justify-end rounded-bl-sm"
-             style="background: {{ $invoiceSettings->accent_color }};">
-            @if($invoice->header)
-                <h1 class="text-4xl font-bold text-white text-center uppercase">{{ $invoice->header }}</h1>
-            @endif
-        </div>
-    </x-company.invoice.header>
-
-    <!-- Company Details -->
-    <x-company.invoice.metadata class="modern-template-metadata space-y-8">
-        <div class="text-sm">
-            <h2 class="text-lg font-semibold">{{ $company->name }}</h2>
-            @if($company->profile->address && $company->profile->city?->name && $company->profile->state?->name && $company->profile?->zip_code)
-                <p>{{ $company->profile->address }}</p>
-                <p>{{ $company->profile->city->name }}
-                    , {{ $company->profile->state->name }} {{ $company->profile->zip_code }}</p>
-                <p>{{ $company->profile->state->country->name }}</p>
-            @endif
-        </div>
-
-        <div class="flex justify-between items-end">
-            <!-- Billing Details -->
-            <div class="text-sm tracking-tight">
-                <h3 class="text-gray-600 dark:text-gray-400 font-medium tracking-tight mb-1">BILL TO</h3>
-                <p class="text-base font-bold"
-                   style="color: {{ $invoiceSettings->accent_color }}">{{ $invoice->client->name }}</p>
-
-                @if($invoice->client->billingAddress)
-                    @php
-                        $address = $invoice->client->billingAddress;
-                    @endphp
-                    @if($address->address_line_1)
-                        <p>{{ $address->address_line_1 }}</p>
-                    @endif
-                    @if($address->address_line_2)
-                        <p>{{ $address->address_line_2 }}</p>
-                    @endif
-                    <p>
-                        {{ $address->city }}{{ $address->state ? ', ' . $address->state : '' }}
-                        {{ $address->postal_code }}
-                    </p>
-                    @if($address->country)
-                        <p>{{ $address->country }}</p>
-                    @endif
-                @endif
-            </div>
-
-            <div class="text-sm tracking-tight">
-                <table class="min-w-full">
-                    <tbody>
-                    <tr>
-                        <td class="font-semibold text-right pr-2">Invoice Number:</td>
-                        <td class="text-left pl-2">{{ $invoice->invoice_number }}</td>
-                    </tr>
-                    @if($invoice->order_number)
-                        <tr>
-                            <td class="font-semibold text-right pr-2">P.O/S.O Number:</td>
-                            <td class="text-left pl-2">{{ $invoice->order_number }}</td>
-                        </tr>
-                    @endif
-                    <tr>
-                        <td class="font-semibold text-right pr-2">Invoice Date:</td>
-                        <td class="text-left pl-2">{{ $invoice->date->toDefaultDateFormat() }}</td>
-                    </tr>
-                    <tr>
-                        <td class="font-semibold text-right pr-2">Payment Due:</td>
-                        <td class="text-left pl-2">{{ $invoice->due_date->toDefaultDateFormat() }}</td>
-                    </tr>
-                    </tbody>
-                </table>
-            </div>
-        </div>
-    </x-company.invoice.metadata>
-
-    <!-- Line Items Table -->
-    <x-company.invoice.line-items class="modern-template-line-items">
-        <table class="w-full text-left table-fixed">
-            <thead class="text-sm leading-relaxed">
-            <tr class="text-gray-600 dark:text-gray-400">
-                <th class="text-left pl-6 w-[45%] py-4">Items</th>
-                <th class="text-center w-[15%] py-4">Quantity</th>
-                <th class="text-right w-[20%] py-4">Price</th>
-                <th class="text-right pr-6 w-[20%] py-4">Amount</th>
-            </tr>
-            </thead>
-            <tbody class="text-sm tracking-tight border-y-2">
-            @foreach($invoice->lineItems as $index => $item)
-                <tr @class(['bg-gray-100 dark:bg-gray-800' => $index % 2 === 0])>
-                    <td class="text-left pl-6 font-semibold py-3">
-                        {{ $item->offering->name }}
-                        @if($item->description)
-                            <div class="text-gray-600 font-normal line-clamp-2 mt-1">{{ $item->description }}</div>
-                        @endif
-                    </td>
-                    <td class="text-center py-3">{{ $item->quantity }}</td>
-                    <td class="text-right py-3">{{ CurrencyConverter::formatToMoney($item->unit_price, $invoice->currency_code) }}</td>
-                    <td class="text-right pr-6 py-3">{{ CurrencyConverter::formatToMoney($item->subtotal, $invoice->currency_code) }}</td>
-                </tr>
-            @endforeach
-            </tbody>
-            <tfoot class="text-sm tracking-tight">
-            <tr>
-                <td class="pl-6 py-2" colspan="2"></td>
-                <td class="text-right font-semibold py-2">Subtotal:</td>
-                <td class="text-right pr-6 py-2">{{ CurrencyConverter::formatToMoney($invoice->subtotal, $invoice->currency_code) }}</td>
-            </tr>
-            @if($invoice->discount_total)
-                <tr class="text-success-800 dark:text-success-600">
-                    <td class="pl-6 py-2" colspan="2"></td>
-                    <td class="text-right py-2">Discount:</td>
-                    <td class="text-right pr-6 py-2">
-                        ({{ CurrencyConverter::formatToMoney($invoice->discount_total, $invoice->currency_code) }})
-                    </td>
-                </tr>
-            @endif
-            @if($invoice->tax_total)
-                <tr>
-                    <td class="pl-6 py-2" colspan="2"></td>
-                    <td class="text-right py-2">Tax:</td>
-                    <td class="text-right pr-6 py-2">{{ CurrencyConverter::formatToMoney($invoice->tax_total, $invoice->currency_code) }}</td>
-                </tr>
-            @endif
-            <tr>
-                <td class="pl-6 py-2" colspan="2"></td>
-                <td class="text-right font-semibold border-t py-2">Total:</td>
-                <td class="text-right border-t pr-6 py-2">{{ CurrencyConverter::formatToMoney($invoice->total, $invoice->currency_code) }}</td>
-            </tr>
-            <tr>
-                <td class="pl-6 py-2" colspan="2"></td>
-                <td class="text-right font-semibold border-t-4 border-double py-2">Amount Due
-                    ({{ $invoice->currency_code }}):
-                </td>
-                <td class="text-right border-t-4 border-double pr-6 py-2">{{ CurrencyConverter::formatToMoney($invoice->amount_due, $invoice->currency_code) }}</td>
-            </tr>
-            </tfoot>
-        </table>
-    </x-company.invoice.line-items>
-
-    <!-- Footer Notes -->
-    <x-company.invoice.footer class="modern-template-footer tracking-tight">
-        <h4 class="font-semibold px-6 text-sm" style="color: {{ $invoiceSettings->accent_color }}">Terms &
-            Conditions</h4>
-        <span class="border-t-2 my-2 border-gray-300 block w-full"></span>
-        <div class="flex justify-between space-x-4 px-6 text-sm">
-            <p class="w-1/2 break-words line-clamp-4">{{ $invoice->terms }}</p>
-            <p class="w-1/2 break-words line-clamp-4">{{ $invoice->footer }}</p>
-        </div>
-    </x-company.invoice.footer>
-</x-company.invoice.container>

resources/views/filament/company/resources/sales/invoices/pages/view-invoice.blade.php

-<x-filament-panels::page
-    @class([
-        'fi-resource-view-record-page',
-        'fi-resource-' . str_replace('/', '-', $this->getResource()::getSlug()),
-        'fi-resource-record-' . $record->getKey(),
-    ])
->
-    @php
-        $relationManagers = $this->getRelationManagers();
-        $hasCombinedRelationManagerTabsWithContent = $this->hasCombinedRelationManagerTabsWithContent();
-    @endphp
-
-    @if ((! $hasCombinedRelationManagerTabsWithContent) || (! count($relationManagers)))
-        @if ($this->hasInfolist())
-            {{ $this->infolist }}
-        @else
-            <div
-                wire:key="{{ $this->getId() }}.forms.{{ $this->getFormStatePath() }}"
-            >
-                {{ $this->form }}
-            </div>
-        @endif
-    @endif
-
-    @if (count($relationManagers))
-        <x-filament-panels::resources.relation-managers
-            :active-locale="isset($activeLocale) ? $activeLocale : null"
-            :active-manager="$this->activeRelationManager ?? ($hasCombinedRelationManagerTabsWithContent ? null : array_key_first($relationManagers))"
-            :content-tab-label="$this->getContentTabLabel()"
-            :content-tab-icon="$this->getContentTabIcon()"
-            :content-tab-position="$this->getContentTabPosition()"
-            :managers="$relationManagers"
-            :owner-record="$record"
-            :page-class="static::class"
-        >
-            @if ($hasCombinedRelationManagerTabsWithContent)
-                <x-slot name="content">
-                    @if ($this->hasInfolist())
-                        {{ $this->infolist }}
-                    @else
-                        {{ $this->form }}
-                    @endif
-                </x-slot>
-            @endif
-        </x-filament-panels::resources.relation-managers>
-    @endif
-</x-filament-panels::page>

resources/views/filament/infolists/components/document-preview.blade.php

+@php
+    use App\View\Models\DocumentPreviewViewModel;
+    use App\Enums\Accounting\DocumentType;
+
+    $type = $getType();
+    $viewModel = new DocumentPreviewViewModel($getRecord(), $type);
+    extract($viewModel->buildViewData(), EXTR_SKIP);
+@endphp
+
+<div {{ $attributes }}>
+    <x-company.invoice.container class="modern-template-container">
+        <!-- Colored Header with Logo -->
+        <x-company.invoice.header class="bg-gray-800 h-24">
+            <!-- Logo -->
+            <div class="w-2/3">
+                @if($logo && $style['show_logo'])
+                    <x-company.invoice.logo class="ml-8" :src="$logo"/>
+                @endif
+            </div>
+
+            <!-- Ribbon Container -->
+            <div class="w-1/3 absolute right-0 top-0 p-3 h-32 flex flex-col justify-end rounded-bl-sm"
+                 style="background: {{ $style['accent_color'] }};">
+                @if($header)
+                    <h1 class="text-4xl font-bold text-white text-center uppercase">{{ $header }}</h1>
+                @endif
+            </div>
+        </x-company.invoice.header>
+
+        <!-- Company Details -->
+        <x-company.invoice.metadata class="modern-template-metadata space-y-8">
+            <div class="text-sm">
+                <h2 class="text-lg font-semibold">{{ $company['name'] }}</h2>
+                @if($company['address'] && $company['city'] && $company['state'] && $company['zip_code'])
+                    <p>{{ $company['address'] }}</p>
+                    <p>{{ $company['city'] }}
+                        , {{ $company['state'] }} {{ $company['zip_code'] }}</p>
+                    <p>{{ $company['country'] }}</p>
+                @endif
+            </div>
+
+            <div class="flex justify-between items-end">
+                <!-- Billing Details -->
+                <div class="text-sm tracking-tight">
+                    <h3 class="text-gray-600 dark:text-gray-400 font-medium tracking-tight mb-1">BILL TO</h3>
+                    <p class="text-base font-bold"
+                       style="color: {{ $style['accent_color'] }}">{{ $client['name'] }}</p>
+
+                    @if($client['address_line_1'])
+                        <p>{{ $client['address_line_1'] }}</p>
+
+                        @if($client['address_line_2'])
+                            <p>{{ $client['address_line_2'] }}</p>
+                        @endif
+                        <p>
+                            {{ $client['city'] }}{{ $client['state'] ? ', ' . $client['state'] : '' }}
+                            {{ $client['postal_code'] }}
+                        </p>
+                        @if($client['country'])
+                            <p>{{ $client['country'] }}</p>
+                        @endif
+                    @endif
+                </div>
+
+                <div class="text-sm tracking-tight">
+                    <table class="min-w-full">
+                        <tbody>
+                        <tr>
+                            <td class="font-semibold text-right pr-2">{{ $labels['number'] }}:</td>
+                            <td class="text-left pl-2">{{ $metadata['number'] }}</td>
+                        </tr>
+                        @if($metadata['reference_number'])
+                            <tr>
+                                <td class="font-semibold text-right pr-2">{{ $labels['reference_number'] }}:</td>
+                                <td class="text-left pl-2">{{ $metadata['reference_number'] }}</td>
+                            </tr>
+                        @endif
+                        <tr>
+                            <td class="font-semibold text-right pr-2">{{ $labels['date'] }}:</td>
+                            <td class="text-left pl-2">{{ $metadata['date'] }}</td>
+                        </tr>
+                        <tr>
+                            <td class="font-semibold text-right pr-2">{{ $labels['due_date'] }}:</td>
+                            <td class="text-left pl-2">{{ $metadata['due_date'] }}</td>
+                        </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </x-company.invoice.metadata>
+
+        <!-- Line Items Table -->
+        <x-company.invoice.line-items class="modern-template-line-items">
+            <table class="w-full text-left table-fixed">
+                <thead class="text-sm leading-relaxed">
+                <tr class="text-gray-600 dark:text-gray-400">
+                    <th class="text-left pl-6 w-[45%] py-4">Items</th>
+                    <th class="text-center w-[15%] py-4">Quantity</th>
+                    <th class="text-right w-[20%] py-4">Price</th>
+                    <th class="text-right pr-6 w-[20%] py-4">Amount</th>
+                </tr>
+                </thead>
+                <tbody class="text-sm tracking-tight border-y-2">
+                @foreach($lineItems as $index => $item)
+                    <tr @class(['bg-gray-100 dark:bg-gray-800' => $index % 2 === 0])>
+                        <td class="text-left pl-6 font-semibold py-3">
+                            {{ $item['name'] }}
+                            @if($item['description'])
+                                <div class="text-gray-600 font-normal line-clamp-2 mt-1">{{ $item['description'] }}</div>
+                            @endif
+                        </td>
+                        <td class="text-center py-3">{{ $item['quantity'] }}</td>
+                        <td class="text-right py-3">{{ $item['unit_price'] }}</td>
+                        <td class="text-right pr-6 py-3">{{ $item['subtotal'] }}</td>
+                    </tr>
+                @endforeach
+                </tbody>
+                <tfoot class="text-sm tracking-tight">
+                <tr>
+                    <td class="pl-6 py-2" colspan="2"></td>
+                    <td class="text-right font-semibold py-2">Subtotal:</td>
+                    <td class="text-right pr-6 py-2">{{ $totals['subtotal'] }}</td>
+                </tr>
+                @if($totals['discount'])
+                    <tr class="text-success-800 dark:text-success-600">
+                        <td class="pl-6 py-2" colspan="2"></td>
+                        <td class="text-right py-2">Discount:</td>
+                        <td class="text-right pr-6 py-2">
+                            ({{ $totals['discount'] }})
+                        </td>
+                    </tr>
+                @endif
+                @if($totals['tax'])
+                    <tr>
+                        <td class="pl-6 py-2" colspan="2"></td>
+                        <td class="text-right py-2">Tax:</td>
+                        <td class="text-right pr-6 py-2">{{ $totals['tax'] }}</td>
+                    </tr>
+                @endif
+                <tr>
+                    <td class="pl-6 py-2" colspan="2"></td>
+                    <td class="text-right font-semibold border-t py-2">Total:</td>
+                    <td class="text-right border-t pr-6 py-2">{{ $totals['total'] }}</td>
+                </tr>
+                @if($totals['amount_due'])
+                    <tr>
+                        <td class="pl-6 py-2" colspan="2"></td>
+                        <td class="text-right font-semibold border-t-4 border-double py-2">Amount Due
+                            ({{ $metadata['currency_code'] }}):
+                        </td>
+                        <td class="text-right border-t-4 border-double pr-6 py-2">{{ $totals['amount_due'] }}</td>
+                    </tr>
+                @else
+                    <tr>
+                        <td class="pl-6 py-2" colspan="2"></td>
+                        <td class="text-right font-semibold border-t-4 border-double py-2">Grand Total
+                            ({{ $metadata['currency_code'] }}):
+                        </td>
+                        <td class="text-right border-t-4 border-double pr-6 py-2">{{ $totals['total'] }}</td>
+                    </tr>
+                @endif
+                </tfoot>
+            </table>
+        </x-company.invoice.line-items>
+
+        <!-- Footer Notes -->
+        <x-company.invoice.footer class="modern-template-footer tracking-tight">
+            <h4 class="font-semibold px-6 text-sm" style="color: {{ $style['accent_color'] }}">
+                Terms & Conditions
+            </h4>
+            <span class="border-t-2 my-2 border-gray-300 block w-full"></span>
+            <div class="flex justify-between space-x-4 px-6 text-sm">
+                <p class="w-1/2 break-words line-clamp-4">{{ $terms }}</p>
+                <p class="w-1/2 break-words line-clamp-4">{{ $footer }}</p>
+            </div>
+        </x-company.invoice.footer>
+    </x-company.invoice.container>
+</div>