wip Estimates

app/Enums/Accounting/DocumentType.php

@@ -9,8 +9,7 @@ enum DocumentType: string implements HasIcon, HasLabel
 {
     case Invoice = 'invoice';
     case Bill = 'bill';
-    // TODO: Add estimate
-    // case Estimate = 'estimate';
+    case Estimate = 'estimate';
 
     public const DEFAULT = self::Invoice->value;
 
@@ -24,13 +23,14 @@ enum DocumentType: string implements HasIcon, HasLabel
         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 ($this) {
-            self::Invoice => 'salesTaxes',
+            self::Invoice, self::Estimate => 'salesTaxes',
             self::Bill => 'purchaseTaxes',
         };
     }
@@ -38,7 +38,7 @@ enum DocumentType: string implements HasIcon, HasLabel
     public function getDiscountKey(): string
     {
         return match ($this) {
-            self::Invoice => 'salesDiscounts',
+            self::Invoice, self::Estimate => 'salesDiscounts',
             self::Bill => 'purchaseDiscounts',
         };
     }

app/Enums/Accounting/EstimateStatus.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum EstimateStatus: string implements 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;
+    }
+}

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

@@ -0,0 +1,467 @@
+<?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()
+                    ->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('P.O/S.O Number'),
+                                Forms\Components\DatePicker::make('date')
+                                    ->label('Estimate Date')
+                                    ->live()
+                                    ->default(now())
+                                    ->disabled(function (?Estimate $record) {
+                                        return $record?->hasPayments();
+                                    })
+                                    ->afterStateUpdated(function (Forms\Set $set, Forms\Get $get, $state) {
+                                        $date = $state;
+                                        $dueDate = $get('expiration_date');
+
+                                        if ($date && $dueDate && $date > $dueDate) {
+                                            $set('expiration_date', $date);
+                                        }
+                                    }),
+                                Forms\Components\DatePicker::make('expiration_date')
+                                    ->label('Payment Due')
+                                    ->default(function () use ($company) {
+                                        return now()->addDays($company->defaultEstimate->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()
+                    ->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('Due')
+                    ->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),
+                ]),
+            ])
+            ->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([
+                            'status',
+                            'amount_paid',
+                            'amount_due',
+                            'created_by',
+                            'updated_by',
+                            'created_at',
+                            'updated_at',
+                            'estimate_number',
+                            'date',
+                            'expiration_date',
+                        ])
+                        ->beforeReplicaSaved(function (Estimate $replica) {
+                            $replica->status = EstimateStatus::Draft;
+                            $replica->estimate_number = Estimate::getNextDocumentNumber();
+                            $replica->date = now();
+                            $replica->expiration_date = now()->addDays($replica->company->defaultEstimate->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) {
+                            $containsNonDrafts = $records->contains(fn (Estimate $record) => ! $record->isDraft());
+
+                            if ($containsNonDrafts) {
+                                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) {
+                            $doesntContainUnsent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Unsent);
+
+                            if ($doesntContainUnsent) {
+                                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->updateQuietly([
+                                    'status' => EstimateStatus::Sent,
+                                ]);
+                            });
+
+                            $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

@@ -0,0 +1,38 @@
+<?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

@@ -0,0 +1,54 @@
+<?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);
+
+        $record = parent::handleRecordUpdate($record, $data);
+
+        if ($record->approved_at && $record->approvalTransaction) {
+            $record->updateApprovalTransaction();
+        }
+
+        return $record;
+    }
+}

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

@@ -0,0 +1,62 @@
+<?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

@@ -0,0 +1,106 @@
+<?php
+
+namespace App\Filament\Company\Resources\Sales\EstimateResource\Pages;
+
+use App\Filament\Company\Resources\Sales\ClientResource;
+use App\Filament\Company\Resources\Sales\EstimateResource;
+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\Components\ViewEntry;
+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 $view = 'filament.company.resources.sales.invoices.pages.view-invoice';
+
+    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::getReplicateAction(),
+            ])
+                ->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('invoice_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('amount_due')
+                                    ->label('Amount Due')
+                                    ->currency(static fn (Estimate $record) => $record->currency_code),
+                                TextEntry::make('due_date')
+                                    ->label('Due')
+                                    ->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('paid_at')
+                                    ->label('Paid At')
+                                    ->placeholder('Not Paid')
+                                    ->date(),
+                            ])->columnSpan(1),
+                        Grid::make()
+                            ->schema([
+                                ViewEntry::make('invoice-view')
+                                    ->label('View Estimate')
+                                    ->columnSpan(3)
+                                    ->view('filament.company.resources.sales.invoices.components.invoice-view')
+                                    ->viewData([
+                                        'invoice' => $this->record,
+                                    ]),
+                            ])
+                            ->columnSpan(3),
+                    ]),
+            ]);
+    }
+}

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

@@ -0,0 +1,80 @@
+<?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
+    {
+        // Active estimates: Draft, Unsent, Sent
+        $activeEstimates = $this->getPageTableQuery()->active();
+
+        $totalActiveCount = $activeEstimates->count();
+        $totalActiveAmount = $activeEstimates->get()->sumMoneyInDefaultCurrency('total');
+
+        // Accepted estimates
+        $acceptedEstimates = $this->getPageTableQuery()
+            ->where('status', EstimateStatus::Accepted);
+
+        $totalAcceptedCount = $acceptedEstimates->count();
+        $totalAcceptedAmount = $acceptedEstimates->get()->sumMoneyInDefaultCurrency('total');
+
+        // Converted estimates
+        $convertedEstimates = $this->getPageTableQuery()
+            ->where('status', EstimateStatus::Converted);
+
+        $totalConvertedCount = $convertedEstimates->count();
+        $totalEstimatesCount = $this->getPageTableQuery()->count();
+
+        // Use Number::percentage for formatted conversion rate
+        $percentConverted = $totalEstimatesCount > 0
+            ? Number::percentage(($totalConvertedCount / $totalEstimatesCount) * 100, maxPrecision: 1)
+            : Number::percentage(0, maxPrecision: 1);
+
+        // Average estimate total
+        $totalEstimateAmount = $this->getPageTableQuery()
+            ->get()
+            ->sumMoneyInDefaultCurrency('total');
+
+        $averageEstimateTotal = $totalEstimatesCount > 0
+            ? (int) round($totalEstimateAmount / $totalEstimatesCount)
+            : 0;
+
+        return [
+            // Stat 1: Total Active Estimates
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Active Estimates', CurrencyConverter::formatCentsToMoney($totalActiveAmount))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description($totalActiveCount . ' active estimates'),
+
+            // Stat 2: Total Accepted Estimates
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Accepted Estimates', CurrencyConverter::formatCentsToMoney($totalAcceptedAmount))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description($totalAcceptedCount . ' accepted'),
+
+            // Stat 3: Percent Converted
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Converted Estimates', $percentConverted)
+                ->suffix('converted')
+                ->description($totalConvertedCount . ' converted'),
+
+            // Stat 4: Average Estimate Total
+            EnhancedStatsOverviewWidget\EnhancedStat::make('Average Estimate Total', CurrencyConverter::formatCentsToMoney($averageEstimateTotal))
+                ->suffix(CurrencyAccessor::getDefaultCurrency())
+                ->description('Avg. value per estimate'),
+        ];
+    }
+}

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

@@ -80,7 +80,7 @@ class ViewInvoice extends ViewRecord
                                     ->label('Approved At')
                                     ->placeholder('Not Approved')
                                     ->date(),
-                                TextEntry::make('last_sent')
+                                TextEntry::make('last_sent_at')
                                     ->label('Last Sent')
                                     ->placeholder('Never')
                                     ->date(),

app/Models/Accounting/Estimate.php

@@ -0,0 +1,192 @@
+<?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\Models\Common\Client;
+use App\Models\Setting\Currency;
+use Illuminate\Database\Eloquent\Attributes\CollectedBy;
+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\MorphMany;
+use Illuminate\Support\Carbon;
+
+#[CollectedBy(DocumentCollection::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',
+        '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 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 isApproved(): bool
+    {
+        return $this->approved_at !== null;
+    }
+
+    public function isAccepted(): bool
+    {
+        return $this->accepted_at !== null;
+    }
+
+    public function isDeclined(): bool
+    {
+        return $this->declined_at !== null;
+    }
+
+    public function isSent(): bool
+    {
+        return $this->last_sent_at !== null;
+    }
+
+    public function canBeExpired(): bool
+    {
+        return ! in_array($this->status, [
+            EstimateStatus::Draft,
+            EstimateStatus::Accepted,
+            EstimateStatus::Declined,
+            EstimateStatus::Converted,
+        ]);
+    }
+
+    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('Invoice is not in draft status.');
+        }
+
+        $approvedAt ??= now();
+
+        $this->update([
+            'approved_at' => $approvedAt,
+            'status' => EstimateStatus::Unsent,
+        ]);
+    }
+}

app/Models/Accounting/Invoice.php

@@ -55,7 +55,7 @@ class Invoice extends Model
         'due_date',
         'approved_at',
         'paid_at',
-        'last_sent',
+        'last_sent_at',
         'status',
         'currency_code',
         'discount_method',
@@ -77,7 +77,7 @@ class Invoice extends Model
         'due_date' => 'date',
         'approved_at' => 'datetime',
         'paid_at' => 'datetime',
-        'last_sent' => 'datetime',
+        'last_sent_at' => 'datetime',
         'status' => InvoiceStatus::class,
         'discount_method' => DocumentDiscountMethod::class,
         'discount_computation' => AdjustmentComputation::class,
@@ -408,13 +408,13 @@ class Invoice extends Model
             ->label('Mark as Sent')
             ->icon('heroicon-o-paper-airplane')
             ->visible(static function (self $record) {
-                return ! $record->last_sent;
+                return ! $record->last_sent_at;
             })
             ->successNotificationTitle('Invoice Sent')
             ->action(function (self $record, MountableAction $action) {
                 $record->update([
                     'status' => InvoiceStatus::Sent,
-                    'last_sent' => now(),
+                    'last_sent_at' => now(),
                 ]);
 
                 $action->success();
@@ -437,7 +437,7 @@ class Invoice extends Model
                 'due_date',
                 'approved_at',
                 'paid_at',
-                'last_sent',
+                'last_sent_at',
             ])
             ->modal(false)
             ->beforeReplicaSaved(function (self $original, self $replica) {

app/Providers/FilamentCompaniesServiceProvider.php

@@ -30,6 +30,7 @@ use App\Filament\Company\Resources\Common\OfferingResource;
 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;
@@ -131,6 +132,7 @@ class FilamentCompaniesServiceProvider extends PanelProvider
                             ->icon('heroicon-o-currency-dollar')
                             ->items([
                                 ...InvoiceResource::getNavigationItems(),
+                                ...EstimateResource::getNavigationItems(),
                                 ...ClientResource::getNavigationItems(),
                             ]),
                         NavigationGroup::make('Purchases')

composer.lock

@@ -497,16 +497,16 @@
         },
         {
             "name": "aws/aws-sdk-php",
-            "version": "3.336.0",
+            "version": "3.336.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/aws/aws-sdk-php.git",
-                "reference": "5a62003bf183e32da038056a4b9077c27224e034"
+                "reference": "954bfdfc048840ca34afe2a2e1cbcff6681989c4"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/5a62003bf183e32da038056a4b9077c27224e034",
-                "reference": "5a62003bf183e32da038056a4b9077c27224e034",
+                "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/954bfdfc048840ca34afe2a2e1cbcff6681989c4",
+                "reference": "954bfdfc048840ca34afe2a2e1cbcff6681989c4",
                 "shasum": ""
             },
             "require": {
@@ -589,9 +589,9 @@
             "support": {
                 "forum": "https://forums.aws.amazon.com/forum.jspa?forumID=80",
                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.0"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.2"
             },
-            "time": "2024-12-18T19:04:32+00:00"
+            "time": "2024-12-20T19:05:10+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",
@@ -4666,16 +4666,16 @@
         },
         {
             "name": "nesbot/carbon",
-            "version": "3.8.2",
+            "version": "3.8.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/briannesbitt/Carbon.git",
-                "reference": "e1268cdbc486d97ce23fef2c666dc3c6b6de9947"
+                "reference": "f01cfa96468f4c38325f507ab81a4f1d2cd93cfe"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/e1268cdbc486d97ce23fef2c666dc3c6b6de9947",
-                "reference": "e1268cdbc486d97ce23fef2c666dc3c6b6de9947",
+                "url": "https://api.github.com/repos/briannesbitt/Carbon/zipball/f01cfa96468f4c38325f507ab81a4f1d2cd93cfe",
+                "reference": "f01cfa96468f4c38325f507ab81a4f1d2cd93cfe",
                 "shasum": ""
             },
             "require": {
@@ -4707,10 +4707,6 @@
             ],
             "type": "library",
             "extra": {
-                "branch-alias": {
-                    "dev-master": "3.x-dev",
-                    "dev-2.x": "2.x-dev"
-                },
                 "laravel": {
                     "providers": [
                         "Carbon\\Laravel\\ServiceProvider"
@@ -4720,6 +4716,10 @@
                     "includes": [
                         "extension.neon"
                     ]
+                },
+                "branch-alias": {
+                    "dev-2.x": "2.x-dev",
+                    "dev-master": "3.x-dev"
                 }
             },
             "autoload": {
@@ -4768,7 +4768,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-11-07T17:46:48+00:00"
+            "time": "2024-12-21T18:03:19+00:00"
         },
         {
             "name": "nette/schema",
@@ -8970,31 +8970,33 @@
         },
         {
             "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",
-                "url": "https://api.github.com/repos/tijsverkoyen/CssToInlineStyles/zipball/83ee6f38df0a63106a9e4536e3060458b74ccedb",
-                "reference": "83ee6f38df0a63106a9e4536e3060458b74ccedb",
+                "url": "https://api.github.com/repos/tijsverkoyen/CssToInlineStyles/zipball/0d72ac1c00084279c1816675284073c5a337c20d",
+                "reference": "0d72ac1c00084279c1816675284073c5a337c20d",
                 "shasum": ""
             },
             "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": {
@@ -9017,9 +9019,9 @@
             "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/DocumentLineItemFactory.php

@@ -65,6 +65,37 @@ class DocumentLineItemFactory extends Factory
         });
     }
 
+    public function forEstimate(): 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,
+            ]);
+        });
+    }
+
     public function forBill(): static
     {
         return $this->state(function (array $attributes) {

database/factories/Accounting/EstimateFactory.php

@@ -0,0 +1,161 @@
+<?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): self
+    {
+        return $this->has(DocumentLineItem::factory()->forEstimate()->count($count), 'lineItems');
+    }
+
+    public function approved(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->isDraft()) {
+                return;
+            }
+
+            $this->recalculateTotals($estimate);
+
+            $approvedAt = Carbon::parse($estimate->date)->addHours($this->faker->numberBetween(1, 24));
+
+            $estimate->update([
+                'status' => EstimateStatus::Unsent,
+                'approved_at' => $approvedAt,
+            ]);
+        });
+    }
+
+    public function accepted(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->isApproved()) {
+                $this->approved()->create();
+            }
+
+            $acceptedAt = Carbon::parse($estimate->approved_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->update([
+                'status' => EstimateStatus::Accepted,
+                'accepted_at' => $acceptedAt,
+            ]);
+        });
+    }
+
+    public function declined(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->isApproved()) {
+                $this->approved()->create();
+            }
+
+            $declinedAt = Carbon::parse($estimate->approved_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->update([
+                'status' => EstimateStatus::Declined,
+                'declined_at' => $declinedAt,
+            ]);
+        });
+    }
+
+    public function sent(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->isDraft()) {
+                return;
+            }
+
+            $this->recalculateTotals($estimate);
+
+            $sentAt = Carbon::parse($estimate->date)->addHours($this->faker->numberBetween(1, 24));
+
+            $estimate->update([
+                'status' => EstimateStatus::Sent,
+                'last_sent_at' => $sentAt,
+            ]);
+        });
+    }
+
+    public function configure(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            $paddedId = str_pad((string) $estimate->id, 5, '0', STR_PAD_LEFT);
+
+            $estimate->updateQuietly([
+                'estimate_number' => "EST-{$paddedId}",
+                'reference_number' => "REF-{$paddedId}",
+            ]);
+
+            $this->recalculateTotals($estimate);
+
+            if ($estimate->approved_at && $estimate->is_currently_expired) {
+                $estimate->updateQuietly([
+                    'status' => EstimateStatus::Expired,
+                ]);
+            }
+        });
+    }
+
+    protected function recalculateTotals(Estimate $estimate): void
+    {
+        if ($estimate->lineItems()->exists()) {
+            $estimate->refresh();
+            $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/CompanyFactory.php

@@ -5,6 +5,7 @@ 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;
@@ -163,6 +164,74 @@ class CompanyFactory extends Factory
         });
     }
 
+    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 * 0.2);  // 20% declined
+            $expiredCount = $count - ($draftCount + $approvedCount + $acceptedCount + $declinedCount); // remaining as expired
+
+            // Create draft estimates
+            Estimate::factory()
+                ->count($draftCount)
+                ->withLineItems()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            // Create pending (approved) estimates
+            Estimate::factory()
+                ->count($approvedCount)
+                ->withLineItems()
+                ->approved()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            // Create accepted estimates
+            Estimate::factory()
+                ->count($acceptedCount)
+                ->withLineItems()
+                ->accepted()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            // Create declined estimates
+            Estimate::factory()
+                ->count($declinedCount)
+                ->withLineItems()
+                ->declined()
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+
+            // Create expired estimates (approved but past expiration date)
+            Estimate::factory()
+                ->count($expiredCount)
+                ->withLineItems()
+                ->approved()
+                ->state([
+                    'expiration_date' => now()->subDays(rand(1, 30)),
+                ])
+                ->create([
+                    'company_id' => $company->id,
+                    'created_by' => $company->user_id,
+                    'updated_by' => $company->user_id,
+                ]);
+        });
+    }
+
     public function withBills(int $count = 10): self
     {
         return $this->afterCreating(function (Company $company) use ($count) {

database/migrations/2024_11_27_223015_create_invoices_table.php

@@ -24,7 +24,7 @@ return new class extends Migration
             $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->string('status')->default('draft');
             $table->string('currency_code')->nullable();
             $table->string('discount_method')->default('per_line_item');

database/migrations/2024_12_22_140044_create_estimates_table.php

@@ -0,0 +1,54 @@
+<?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('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/seeders/DatabaseSeeder.php

@@ -25,6 +25,7 @@ class DatabaseSeeder extends Seeder
                     ->withClients()
                     ->withVendors()
                     ->withInvoices(50)
+                    ->withEstimates(50)
                     ->withBills(50);
             })
             ->create([

package-lock.json

@@ -558,9 +558,9 @@
             }
         },
         "node_modules/@rollup/rollup-android-arm-eabi": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm-eabi/-/rollup-android-arm-eabi-4.28.1.tgz",
-            "integrity": "sha512-2aZp8AES04KI2dy3Ss6/MDjXbwBzj+i0GqKtWXgw2/Ma6E4jJvujryO6gJAghIRVz7Vwr9Gtl/8na3nDUKpraQ==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm-eabi/-/rollup-android-arm-eabi-4.29.1.tgz",
+            "integrity": "sha512-ssKhA8RNltTZLpG6/QNkCSge+7mBQGUqJRisZ2MDQcEGaK93QESEgWK2iOpIDZ7k9zPVkG5AS3ksvD5ZWxmItw==",
             "cpu": [
                 "arm"
             ],
@@ -572,9 +572,9 @@
             ]
         },
         "node_modules/@rollup/rollup-android-arm64": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm64/-/rollup-android-arm64-4.28.1.tgz",
-            "integrity": "sha512-EbkK285O+1YMrg57xVA+Dp0tDBRB93/BZKph9XhMjezf6F4TpYjaUSuPt5J0fZXlSag0LmZAsTmdGGqPp4pQFA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm64/-/rollup-android-arm64-4.29.1.tgz",
+            "integrity": "sha512-CaRfrV0cd+NIIcVVN/jx+hVLN+VRqnuzLRmfmlzpOzB87ajixsN/+9L5xNmkaUUvEbI5BmIKS+XTwXsHEb65Ew==",
             "cpu": [
                 "arm64"
             ],
@@ -586,9 +586,9 @@
             ]
         },
         "node_modules/@rollup/rollup-darwin-arm64": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-arm64/-/rollup-darwin-arm64-4.28.1.tgz",
-            "integrity": "sha512-prduvrMKU6NzMq6nxzQw445zXgaDBbMQvmKSJaxpaZ5R1QDM8w+eGxo6Y/jhT/cLoCvnZI42oEqf9KQNYz1fqQ==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-arm64/-/rollup-darwin-arm64-4.29.1.tgz",
+            "integrity": "sha512-2ORr7T31Y0Mnk6qNuwtyNmy14MunTAMx06VAPI6/Ju52W10zk1i7i5U3vlDRWjhOI5quBcrvhkCHyF76bI7kEw==",
             "cpu": [
                 "arm64"
             ],
@@ -600,9 +600,9 @@
             ]
         },
         "node_modules/@rollup/rollup-darwin-x64": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-x64/-/rollup-darwin-x64-4.28.1.tgz",
-            "integrity": "sha512-WsvbOunsUk0wccO/TV4o7IKgloJ942hVFK1CLatwv6TJspcCZb9umQkPdvB7FihmdxgaKR5JyxDjWpCOp4uZlQ==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-x64/-/rollup-darwin-x64-4.29.1.tgz",
+            "integrity": "sha512-j/Ej1oanzPjmN0tirRd5K2/nncAhS9W6ICzgxV+9Y5ZsP0hiGhHJXZ2JQ53iSSjj8m6cRY6oB1GMzNn2EUt6Ng==",
             "cpu": [
                 "x64"
             ],
@@ -614,9 +614,9 @@
             ]
         },
         "node_modules/@rollup/rollup-freebsd-arm64": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-arm64/-/rollup-freebsd-arm64-4.28.1.tgz",
-            "integrity": "sha512-HTDPdY1caUcU4qK23FeeGxCdJF64cKkqajU0iBnTVxS8F7H/7BewvYoG+va1KPSL63kQ1PGNyiwKOfReavzvNA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-arm64/-/rollup-freebsd-arm64-4.29.1.tgz",
+            "integrity": "sha512-91C//G6Dm/cv724tpt7nTyP+JdN12iqeXGFM1SqnljCmi5yTXriH7B1r8AD9dAZByHpKAumqP1Qy2vVNIdLZqw==",
             "cpu": [
                 "arm64"
             ],
@@ -628,9 +628,9 @@
             ]
         },
         "node_modules/@rollup/rollup-freebsd-x64": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-x64/-/rollup-freebsd-x64-4.28.1.tgz",
-            "integrity": "sha512-m/uYasxkUevcFTeRSM9TeLyPe2QDuqtjkeoTpP9SW0XxUWfcYrGDMkO/m2tTw+4NMAF9P2fU3Mw4ahNvo7QmsQ==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-freebsd-x64/-/rollup-freebsd-x64-4.29.1.tgz",
+            "integrity": "sha512-hEioiEQ9Dec2nIRoeHUP6hr1PSkXzQaCUyqBDQ9I9ik4gCXQZjJMIVzoNLBRGet+hIUb3CISMh9KXuCcWVW/8w==",
             "cpu": [
                 "x64"
             ],
@@ -642,9 +642,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-arm-gnueabihf": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-gnueabihf/-/rollup-linux-arm-gnueabihf-4.28.1.tgz",
-            "integrity": "sha512-QAg11ZIt6mcmzpNE6JZBpKfJaKkqTm1A9+y9O+frdZJEuhQxiugM05gnCWiANHj4RmbgeVJpTdmKRmH/a+0QbA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-gnueabihf/-/rollup-linux-arm-gnueabihf-4.29.1.tgz",
+            "integrity": "sha512-Py5vFd5HWYN9zxBv3WMrLAXY3yYJ6Q/aVERoeUFwiDGiMOWsMs7FokXihSOaT/PMWUty/Pj60XDQndK3eAfE6A==",
             "cpu": [
                 "arm"
             ],
@@ -656,9 +656,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-arm-musleabihf": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-musleabihf/-/rollup-linux-arm-musleabihf-4.28.1.tgz",
-            "integrity": "sha512-dRP9PEBfolq1dmMcFqbEPSd9VlRuVWEGSmbxVEfiq2cs2jlZAl0YNxFzAQS2OrQmsLBLAATDMb3Z6MFv5vOcXg==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-musleabihf/-/rollup-linux-arm-musleabihf-4.29.1.tgz",
+            "integrity": "sha512-RiWpGgbayf7LUcuSNIbahr0ys2YnEERD4gYdISA06wa0i8RALrnzflh9Wxii7zQJEB2/Eh74dX4y/sHKLWp5uQ==",
             "cpu": [
                 "arm"
             ],
@@ -670,9 +670,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-arm64-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-gnu/-/rollup-linux-arm64-gnu-4.28.1.tgz",
-            "integrity": "sha512-uGr8khxO+CKT4XU8ZUH1TTEUtlktK6Kgtv0+6bIFSeiSlnGJHG1tSFSjm41uQ9sAO/5ULx9mWOz70jYLyv1QkA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-gnu/-/rollup-linux-arm64-gnu-4.29.1.tgz",
+            "integrity": "sha512-Z80O+taYxTQITWMjm/YqNoe9d10OX6kDh8X5/rFCMuPqsKsSyDilvfg+vd3iXIqtfmp+cnfL1UrYirkaF8SBZA==",
             "cpu": [
                 "arm64"
             ],
@@ -684,9 +684,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-arm64-musl": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-musl/-/rollup-linux-arm64-musl-4.28.1.tgz",
-            "integrity": "sha512-QF54q8MYGAqMLrX2t7tNpi01nvq5RI59UBNx+3+37zoKX5KViPo/gk2QLhsuqok05sSCRluj0D00LzCwBikb0A==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-musl/-/rollup-linux-arm64-musl-4.29.1.tgz",
+            "integrity": "sha512-fOHRtF9gahwJk3QVp01a/GqS4hBEZCV1oKglVVq13kcK3NeVlS4BwIFzOHDbmKzt3i0OuHG4zfRP0YoG5OF/rA==",
             "cpu": [
                 "arm64"
             ],
@@ -698,9 +698,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-loongarch64-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-loongarch64-gnu/-/rollup-linux-loongarch64-gnu-4.28.1.tgz",
-            "integrity": "sha512-vPul4uodvWvLhRco2w0GcyZcdyBfpfDRgNKU+p35AWEbJ/HPs1tOUrkSueVbBS0RQHAf/A+nNtDpvw95PeVKOA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-loongarch64-gnu/-/rollup-linux-loongarch64-gnu-4.29.1.tgz",
+            "integrity": "sha512-5a7q3tnlbcg0OodyxcAdrrCxFi0DgXJSoOuidFUzHZ2GixZXQs6Tc3CHmlvqKAmOs5eRde+JJxeIf9DonkmYkw==",
             "cpu": [
                 "loong64"
             ],
@@ -712,9 +712,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-powerpc64le-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-powerpc64le-gnu/-/rollup-linux-powerpc64le-gnu-4.28.1.tgz",
-            "integrity": "sha512-pTnTdBuC2+pt1Rmm2SV7JWRqzhYpEILML4PKODqLz+C7Ou2apEV52h19CR7es+u04KlqplggmN9sqZlekg3R1A==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-powerpc64le-gnu/-/rollup-linux-powerpc64le-gnu-4.29.1.tgz",
+            "integrity": "sha512-9b4Mg5Yfz6mRnlSPIdROcfw1BU22FQxmfjlp/CShWwO3LilKQuMISMTtAu/bxmmrE6A902W2cZJuzx8+gJ8e9w==",
             "cpu": [
                 "ppc64"
             ],
@@ -726,9 +726,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-riscv64-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-riscv64-gnu/-/rollup-linux-riscv64-gnu-4.28.1.tgz",
-            "integrity": "sha512-vWXy1Nfg7TPBSuAncfInmAI/WZDd5vOklyLJDdIRKABcZWojNDY0NJwruY2AcnCLnRJKSaBgf/GiJfauu8cQZA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-riscv64-gnu/-/rollup-linux-riscv64-gnu-4.29.1.tgz",
+            "integrity": "sha512-G5pn0NChlbRM8OJWpJFMX4/i8OEU538uiSv0P6roZcbpe/WfhEO+AT8SHVKfp8qhDQzaz7Q+1/ixMy7hBRidnQ==",
             "cpu": [
                 "riscv64"
             ],
@@ -740,9 +740,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-s390x-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-s390x-gnu/-/rollup-linux-s390x-gnu-4.28.1.tgz",
-            "integrity": "sha512-/yqC2Y53oZjb0yz8PVuGOQQNOTwxcizudunl/tFs1aLvObTclTwZ0JhXF2XcPT/zuaymemCDSuuUPXJJyqeDOg==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-s390x-gnu/-/rollup-linux-s390x-gnu-4.29.1.tgz",
+            "integrity": "sha512-WM9lIkNdkhVwiArmLxFXpWndFGuOka4oJOZh8EP3Vb8q5lzdSCBuhjavJsw68Q9AKDGeOOIHYzYm4ZFvmWez5g==",
             "cpu": [
                 "s390x"
             ],
@@ -754,9 +754,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-x64-gnu": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-gnu/-/rollup-linux-x64-gnu-4.28.1.tgz",
-            "integrity": "sha512-fzgeABz7rrAlKYB0y2kSEiURrI0691CSL0+KXwKwhxvj92VULEDQLpBYLHpF49MSiPG4sq5CK3qHMnb9tlCjBw==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-gnu/-/rollup-linux-x64-gnu-4.29.1.tgz",
+            "integrity": "sha512-87xYCwb0cPGZFoGiErT1eDcssByaLX4fc0z2nRM6eMtV9njAfEE6OW3UniAoDhX4Iq5xQVpE6qO9aJbCFumKYQ==",
             "cpu": [
                 "x64"
             ],
@@ -768,9 +768,9 @@
             ]
         },
         "node_modules/@rollup/rollup-linux-x64-musl": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-musl/-/rollup-linux-x64-musl-4.28.1.tgz",
-            "integrity": "sha512-xQTDVzSGiMlSshpJCtudbWyRfLaNiVPXt1WgdWTwWz9n0U12cI2ZVtWe/Jgwyv/6wjL7b66uu61Vg0POWVfz4g==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-musl/-/rollup-linux-x64-musl-4.29.1.tgz",
+            "integrity": "sha512-xufkSNppNOdVRCEC4WKvlR1FBDyqCSCpQeMMgv9ZyXqqtKBfkw1yfGMTUTs9Qsl6WQbJnsGboWCp7pJGkeMhKA==",
             "cpu": [
                 "x64"
             ],
@@ -782,9 +782,9 @@
             ]
         },
         "node_modules/@rollup/rollup-win32-arm64-msvc": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-arm64-msvc/-/rollup-win32-arm64-msvc-4.28.1.tgz",
-            "integrity": "sha512-wSXmDRVupJstFP7elGMgv+2HqXelQhuNf+IS4V+nUpNVi/GUiBgDmfwD0UGN3pcAnWsgKG3I52wMOBnk1VHr/A==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-arm64-msvc/-/rollup-win32-arm64-msvc-4.29.1.tgz",
+            "integrity": "sha512-F2OiJ42m77lSkizZQLuC+jiZ2cgueWQL5YC9tjo3AgaEw+KJmVxHGSyQfDUoYR9cci0lAywv2Clmckzulcq6ig==",
             "cpu": [
                 "arm64"
             ],
@@ -796,9 +796,9 @@
             ]
         },
         "node_modules/@rollup/rollup-win32-ia32-msvc": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-ia32-msvc/-/rollup-win32-ia32-msvc-4.28.1.tgz",
-            "integrity": "sha512-ZkyTJ/9vkgrE/Rk9vhMXhf8l9D+eAhbAVbsGsXKy2ohmJaWg0LPQLnIxRdRp/bKyr8tXuPlXhIoGlEB5XpJnGA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-ia32-msvc/-/rollup-win32-ia32-msvc-4.29.1.tgz",
+            "integrity": "sha512-rYRe5S0FcjlOBZQHgbTKNrqxCBUmgDJem/VQTCcTnA2KCabYSWQDrytOzX7avb79cAAweNmMUb/Zw18RNd4mng==",
             "cpu": [
                 "ia32"
             ],
@@ -810,9 +810,9 @@
             ]
         },
         "node_modules/@rollup/rollup-win32-x64-msvc": {
-            "version": "4.28.1",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-x64-msvc/-/rollup-win32-x64-msvc-4.28.1.tgz",
-            "integrity": "sha512-ZvK2jBafvttJjoIdKm/Q/Bh7IJ1Ose9IBOwpOXcOvW3ikGTQGmKDgxTC6oCAzW6PynbkKP8+um1du81XJHZ0JA==",
+            "version": "4.29.1",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-x64-msvc/-/rollup-win32-x64-msvc-4.29.1.tgz",
+            "integrity": "sha512-+10CMg9vt1MoHj6x1pxyjPSMjHTIlqs8/tBztXvPAx24SKs9jwVnKqHJumlH/IzhaPUaj3T6T6wfZr8okdXaIg==",
             "cpu": [
                 "x64"
             ],
@@ -1057,9 +1057,9 @@
             }
         },
         "node_modules/caniuse-lite": {
-            "version": "1.0.30001689",
-            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001689.tgz",
-            "integrity": "sha512-CmeR2VBycfa+5/jOfnp/NpWPGd06nf1XYiefUvhXFfZE4GkRc9jv+eGPS4nT558WS/8lYCzV8SlANCIPvbWP1g==",
+            "version": "1.0.30001690",
+            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001690.tgz",
+            "integrity": "sha512-5ExiE3qQN6oF8Clf8ifIDcMRCRE/dMGcETG/XGMD8/XiXm6HXQgQTh1yZYLXXpSOsEUlJm1Xr7kGULZTuGtP/w==",
             "dev": true,
             "funding": [
                 {
@@ -1218,9 +1218,9 @@
             "license": "MIT"
         },
         "node_modules/electron-to-chromium": {
-            "version": "1.5.74",
-            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.5.74.tgz",
-            "integrity": "sha512-ck3//9RC+6oss/1Bh9tiAVFy5vfSKbRHAFh7Z3/eTRkEqJeWgymloShB17Vg3Z4nmDNp35vAd1BZ6CMW4Wt6Iw==",
+            "version": "1.5.75",
+            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.5.75.tgz",
+            "integrity": "sha512-Lf3++DumRE/QmweGjU+ZcKqQ+3bKkU/qjaKYhIJKEOhgIO9Xs6IiAQFkfFoj+RhgDk4LUeNsLo6plExHqSyu6Q==",
             "dev": true,
             "license": "ISC"
         },
@@ -1487,9 +1487,9 @@
             }
         },
         "node_modules/is-core-module": {
-            "version": "2.16.0",
-            "resolved": "https://registry.npmjs.org/is-core-module/-/is-core-module-2.16.0.tgz",
-            "integrity": "sha512-urTSINYfAYgcbLb0yDQ6egFm6h3Mo1DcF9EkyXSRjjzdHbsulg01qhwWuXdOoUBuTkbQ80KDboXa0vFJ+BDH+g==",
+            "version": "2.16.1",
+            "resolved": "https://registry.npmjs.org/is-core-module/-/is-core-module-2.16.1.tgz",
+            "integrity": "sha512-UfoeMA6fIJ8wTYFEUjelnaGI67v6+N7qXJEvQuIGa99l4xsCruSYOVSQ0uPANn4dAzm8lkYPaKLrrijLq7x23w==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
@@ -2192,9 +2192,9 @@
             }
         },
         "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": {
@@ -2205,6 +2205,9 @@
             "bin": {
                 "resolve": "bin/resolve"
             },
+            "engines": {
+                "node": ">= 0.4"
+            },
             "funding": {
                 "url": "https://github.com/sponsors/ljharb"
             }
@@ -2221,9 +2224,9 @@
             }
         },
         "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": {
@@ -2237,25 +2240,25 @@
                 "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"
             }
         },
@@ -2603,13 +2606,13 @@
             "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": "6.0.5",
+            "resolved": "https://registry.npmjs.org/vite/-/vite-6.0.5.tgz",
+            "integrity": "sha512-akD5IAH/ID5imgue2DYhzsEwCi0/4VKY31uhMLEYJwPP4TiUp8pL5PIK+Wo7H8qT8JY9i+pVfPydcFPYD1EL7g==",
             "dev": true,
             "license": "MIT",
             "dependencies": {
-                "esbuild": "^0.24.0",
+                "esbuild": "0.24.0",
                 "postcss": "^8.4.49",
                 "rollup": "^4.23.0"
             },

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

@@ -2,7 +2,7 @@
     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;
 
     $iconPosition = \Filament\Support\Enums\IconPosition::After;
 @endphp
@@ -68,7 +68,7 @@
                                         <x-filament::link
                                             :href="$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"