wip Estimates

app/Enums/Accounting/DocumentType.php

             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

 
 namespace App\Enums\Accounting;
 
+use Filament\Support\Contracts\HasColor;
 use Filament\Support\Contracts\HasLabel;
 
-enum EstimateStatus: string implements HasLabel
+enum EstimateStatus: string implements HasColor, HasLabel
 {
     case Draft = 'draft';
     case Sent = 'sent';
     {
         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/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/Sales/EstimateResource.php

             ->schema([
                 Forms\Components\Section::make('Estimate Header')
                     ->collapsible()
+                    ->collapsed()
                     ->schema([
                         Forms\Components\Split::make([
                             Forms\Components\Group::make([
                                     ->label('Estimate Number')
                                     ->default(fn () => Estimate::getNextDocumentNumber()),
                                 Forms\Components\TextInput::make('reference_number')
-                                    ->label('P.O/S.O Number'),
+                                    ->label('Reference 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');
+                                        $expirationDate = $get('expiration_date');
 
-                                        if ($date && $dueDate && $date > $dueDate) {
+                                        if ($date && $expirationDate && $date > $expirationDate) {
                                             $set('expiration_date', $date);
                                         }
                                     }),
                                 Forms\Components\DatePicker::make('expiration_date')
-                                    ->label('Payment Due')
+                                    ->label('Expiration Date')
                                     ->default(function () use ($company) {
-                                        return now()->addDays($company->defaultEstimate->payment_terms->getDays());
+                                        return now()->addDays($company->defaultInvoice->payment_terms->getDays());
                                     })
                                     ->minDate(static function (Forms\Get $get) {
                                         return $get('date') ?? now();
                     ]),
                 Forms\Components\Section::make('Estimate Footer')
                     ->collapsible()
+                    ->collapsed()
                     ->schema([
                         Forms\Components\Textarea::make('footer')
                             ->columnSpanFull(),
                     ->badge()
                     ->searchable(),
                 Tables\Columns\TextColumn::make('expiration_date')
-                    ->label('Due')
+                    ->label('Expiration Date')
                     ->asRelativeDay()
                     ->sortable(),
                 Tables\Columns\TextColumn::make('date')
                     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::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([
                         ->databaseTransaction()
                         ->deselectRecordsAfterCompletion()
                         ->excludeAttributes([
+                            'estimate_number',
+                            'date',
+                            'expiration_date',
+                            'approved_at',
+                            'accepted_at',
+                            'declined_at',
+                            'last_sent_at',
+                            'last_viewed_at',
                             '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());
+                            $replica->expiration_date = now()->addDays($replica->company->defaultInvoice->payment_terms->getDays());
                         })
                         ->withReplicatedRelationships(['lineItems'])
                         ->withExcludedRelationshipAttributes('lineItems', [
                                 ]);
                             });
 
+                            $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) {
+                            $doesntContainSent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Sent || $record->isAccepted());
+
+                            if ($doesntContainSent) {
+                                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) {
+                            $doesntContainSent = $records->contains(fn (Estimate $record) => $record->status !== EstimateStatus::Sent || $record->isDeclined());
+
+                            if ($doesntContainSent) {
+                                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();
                         }),
                 ]),

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

 
         $data = array_merge($data, $totals);
 
-        $record = parent::handleRecordUpdate($record, $data);
-
-        if ($record->approved_at && $record->approvalTransaction) {
-            $record->updateApprovalTransaction();
-        }
-
-        return $record;
+        return parent::handleRecordUpdate($record, $data);
     }
 }

app/Filament/Company/Resources/Sales/EstimateResource/Pages/ViewEstimate.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\Components\ViewEntry;
 use Filament\Infolists\Infolist;
 use Filament\Resources\Pages\ViewRecord;
 use Filament\Support\Enums\FontWeight;
 
 class ViewEstimate extends ViewRecord
 {
-    protected static string $view = 'filament.company.resources.sales.invoices.pages.view-invoice';
-
     protected static string $resource = EstimateResource::class;
 
     protected $listeners = [
                 Actions\DeleteAction::make(),
                 Estimate::getApproveDraftAction(),
                 Estimate::getMarkAsSentAction(),
+                Estimate::getMarkAsAcceptedAction(),
+                Estimate::getMarkAsDeclinedAction(),
                 Estimate::getReplicateAction(),
+                Estimate::getConvertToInvoiceAction(),
             ])
                 ->label('Actions')
                 ->button()
                     ->schema([
                         Grid::make(1)
                             ->schema([
-                                TextEntry::make('invoice_number')
+                                TextEntry::make('estimate_number')
                                     ->label('Estimate #'),
                                 TextEntry::make('status')
                                     ->badge(),
                                     ->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')
+                                TextEntry::make('expiration_date')
+                                    ->label('Expiration Date')
                                     ->asRelativeDay(),
                                 TextEntry::make('approved_at')
                                     ->label('Approved At')
                                     ->label('Last Sent')
                                     ->placeholder('Never')
                                     ->date(),
-                                TextEntry::make('paid_at')
-                                    ->label('Paid At')
-                                    ->placeholder('Not Paid')
+                                TextEntry::make('accepted_at')
+                                    ->label('Accepted At')
+                                    ->placeholder('Not Accepted')
                                     ->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),
+                        DocumentPreview::make()
+                            ->type(DocumentType::Estimate),
                     ]),
             ]);
     }

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

 
     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');
             : 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'),
+                ->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(),
                         })
                         ->action(function (Collection $records, Tables\Actions\BulkAction $action) {
                             $records->each(function (Invoice $record) {
-                                $record->updateQuietly([
-                                    'status' => InvoiceStatus::Sent,
-                                ]);
+                                $record->markAsSent();
                             });
 
                             $action->success();

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 = [
                                     ->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/Estimate.php

 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;
         'expiration_date',
         'approved_at',
         'accepted_at',
+        'converted_at',
         'declined_at',
         'last_sent_at',
         'last_viewed_at',
         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');
     public function approveDraft(?Carbon $approvedAt = null): void
     {
         if (! $this->isDraft()) {
-            throw new \RuntimeException('Invoice is not in draft status.');
+            throw new \RuntimeException('Estimate is not in draft status.');
         }
 
         $approvedAt ??= now();
             '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->isDraft();
+            })
+            ->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->isSent();
+            })
+            ->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 static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
+    {
+        return $action::make()
+            ->excludeAttributes([
+                'estimate_number',
+                'date',
+                'expiration_date',
+                'approved_at',
+                'accepted_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->isSent() && ! $record->isAccepted();
+            })
+            ->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->isSent() && ! $record->isDeclined();
+            })
+            ->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->status === EstimateStatus::Accepted && ! $record->invoice;
+            })
+            ->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',
         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->payments->isNotEmpty();
     }
 
-    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.');
             })
             ->successNotificationTitle('Invoice Sent')
             ->action(function (self $record, MountableAction $action) {
-                $record->update([
-                    'status' => InvoiceStatus::Sent,
-                    'last_sent_at' => now(),
-                ]);
+                $record->markAsSent();
 
                 $action->success();
             });
     }
 
+    public function markAsSent(?Carbon $sentAt = null): void
+    {
+        $sentAt ??= now();
+
+        $this->update([
+            'status' => InvoiceStatus::Sent,
+            'last_sent_at' => $sentAt,
+        ]);
+    }
+
     public static function getReplicateAction(string $action = ReplicateAction::class): MountableAction
     {
         return $action::make()

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\Enums\Accounting\EstimateStatus;
+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->status === EstimateStatus::Converted) {
+            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/View/Models/DocumentPreviewViewModel.php

+<?php
+
+namespace App\View\Models;
+
+use App\Enums\Accounting\AdjustmentComputation;
+use App\Enums\Accounting\DocumentDiscountMethod;
+use App\Enums\Accounting\DocumentType;
+use App\Models\Accounting\Adjustment;
+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 App\Utilities\RateCalculator;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Number;
+
+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,
+        ];
+    }
+
+    private function calculateLineSubtotalInCents(array $item, string $currencyCode): int
+    {
+        $quantity = max((float) ($item['quantity'] ?? 0), 0);
+        $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
+
+        $subtotal = $quantity * $unitPrice;
+
+        return CurrencyConverter::convertToCents($subtotal, $currencyCode);
+    }
+
+    private function calculateAdjustmentsTotalInCents($lineItems, string $key, string $currencyCode): int
+    {
+        return $lineItems->reduce(function ($carry, $item) use ($key, $currencyCode) {
+            $quantity = max((float) ($item['quantity'] ?? 0), 0);
+            $unitPrice = max((float) ($item['unit_price'] ?? 0), 0);
+            $adjustmentIds = $item[$key] ?? [];
+            $lineTotal = $quantity * $unitPrice;
+
+            $lineTotalInCents = CurrencyConverter::convertToCents($lineTotal, $currencyCode);
+
+            $adjustmentTotal = Adjustment::whereIn('id', $adjustmentIds)
+                ->get()
+                ->sum(function (Adjustment $adjustment) use ($lineTotalInCents) {
+                    if ($adjustment->computation->isPercentage()) {
+                        return RateCalculator::calculatePercentage($lineTotalInCents, $adjustment->getRawOriginal('rate'));
+                    } else {
+                        return $adjustment->getRawOriginal('rate');
+                    }
+                });
+
+            return $carry + $adjustmentTotal;
+        }, 0);
+    }
+
+    private function calculateDiscountTotalInCents($lineItems, int $subtotalInCents, string $currencyCode): int
+    {
+        $discountMethod = DocumentDiscountMethod::parse($this->data['discount_method']) ?? DocumentDiscountMethod::PerLineItem;
+
+        if ($discountMethod->isPerLineItem()) {
+            return $this->calculateAdjustmentsTotalInCents($lineItems, $this->documentType->getDiscountKey(), $currencyCode);
+        }
+
+        $discountComputation = AdjustmentComputation::parse($this->data['discount_computation']) ?? AdjustmentComputation::Percentage;
+        $discountRate = blank($this->data['discount_rate']) ? '0' : $this->data['discount_rate'];
+
+        if ($discountComputation->isPercentage()) {
+            $scaledDiscountRate = RateCalculator::parseLocalizedRate($discountRate);
+
+            return RateCalculator::calculatePercentage($subtotalInCents, $scaledDiscountRate);
+        }
+
+        if (! CurrencyConverter::isValidAmount($discountRate)) {
+            $discountRate = '0';
+        }
+
+        return CurrencyConverter::convertToCents($discountRate, $currencyCode);
+    }
+
+    private function buildConversionMessage(int $grandTotalInCents, string $currencyCode, string $defaultCurrencyCode): ?string
+    {
+        if ($currencyCode === $defaultCurrencyCode) {
+            return null;
+        }
+
+        $rate = currency($currencyCode)->getRate();
+        $indirectRate = 1 / $rate;
+
+        $convertedTotalInCents = CurrencyConverter::convertBalance($grandTotalInCents, $currencyCode, $defaultCurrencyCode);
+
+        $formattedRate = Number::format($indirectRate, maxPrecision: 10);
+
+        return sprintf(
+            'Currency conversion: %s (%s) at an exchange rate of 1 %s = %s %s',
+            CurrencyConverter::formatCentsToMoney($convertedTotalInCents, $defaultCurrencyCode),
+            $defaultCurrencyCode,
+            $currencyCode,
+            $formattedRate,
+            $defaultCurrencyCode
+        );
+    }
+}

composer.lock

         },
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             "name": "aws/aws-sdk-php",
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+            "version": "3.336.4",
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                 "url": "https://github.com/aws/aws-sdk-php.git",
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                 "issues": "https://github.com/aws/aws-sdk-php/issues",
-                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.2"
+                "source": "https://github.com/aws/aws-sdk-php/tree/3.336.4"
             },
-            "time": "2024-12-20T19:05:10+00:00"
+            "time": "2024-12-26T19:13:21+00:00"
         },
         {
             "name": "aws/aws-sdk-php-laravel",
         },
         {
             "name": "egulias/email-validator",
-            "version": "4.0.2",
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             "source": {
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                 "url": "https://github.com/egulias/EmailValidator.git",
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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": "3.8.3",
+            "version": "3.8.4",
             "source": {
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                 "url": "https://github.com/briannesbitt/Carbon.git",
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             },
             "require": {
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-12-21T18:03:19+00:00"
+            "time": "2024-12-27T09:25:35+00:00"
         },
         {
             "name": "nette/schema",
         },
         {
             "name": "spatie/color",
-            "version": "1.6.2",
+            "version": "1.6.3",
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                 "url": "https://github.com/spatie/color.git",
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             ],
             "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": [
                 {
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                 }
             ],
-            "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"
+                },
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-                },
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             },
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             },
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+                },
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                 }
             },
             "autoload": {
             },
             "type": "library",
             "extra": {
+                "thanks": {
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+                    "name": "symfony/contracts"
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-                },
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                 }
             },
             "autoload": {

database/factories/Accounting/EstimateFactory.php

 
             $approvedAt = Carbon::parse($estimate->date)->addHours($this->faker->numberBetween(1, 24));
 
-            $estimate->update([
-                'status' => EstimateStatus::Unsent,
-                'approved_at' => $approvedAt,
-            ]);
+            $estimate->approveDraft($approvedAt);
         });
     }
 
             $acceptedAt = Carbon::parse($estimate->approved_at)
                 ->addDays($this->faker->numberBetween(1, 7));
 
-            $estimate->update([
-                'status' => EstimateStatus::Accepted,
-                'accepted_at' => $acceptedAt,
-            ]);
+            $estimate->markAsAccepted($acceptedAt);
+        });
+    }
+
+    public function converted(): static
+    {
+        return $this->afterCreating(function (Estimate $estimate) {
+            if (! $estimate->isAccepted()) {
+                $this->accepted()->create();
+            }
+
+            $convertedAt = Carbon::parse($estimate->accepted_at)
+                ->addDays($this->faker->numberBetween(1, 7));
+
+            $estimate->convertToInvoice($convertedAt);
         });
     }
 
 
             $sentAt = Carbon::parse($estimate->date)->addHours($this->faker->numberBetween(1, 24));
 
-            $estimate->update([
-                'status' => EstimateStatus::Sent,
-                'last_sent_at' => $sentAt,
-            ]);
+            $estimate->markAsSent($sentAt);
         });
     }
 

database/factories/CompanyFactory.php

             $draftCount = (int) floor($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
+            $declinedCount = (int) floor($count * 0.1);  // 10% declined
+            $convertedCount = (int) floor($count * 0.1); // 10% converted to invoices
+            $expiredCount = $count - ($draftCount + $approvedCount + $acceptedCount + $declinedCount + $convertedCount); // remaining 10%
 
             // Create draft estimates
             Estimate::factory()
                     'updated_by' => $company->user_id,
                 ]);
 
+            // Create converted estimates
+            Estimate::factory()
+                ->count($convertedCount)
+                ->withLineItems()
+                ->accepted()
+                ->converted()
+                ->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)

database/migrations/2024_12_22_140044_create_estimates_table.php → database/migrations/2024_11_27_223000_create_estimates_table.php

             $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();

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();

package-lock.json

             }
         },
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+            "version": "0.24.2",
+            "resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.24.2.tgz",
+            "integrity": "sha512-thpVCb/rhxE/BnMLQ7GReQLLN8q9qbHmI55F4489/ByVg2aQaQ6kbcLb6FHkocZzQhxc4gx0sCk0tJkKBFzDhA==",
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+            "resolved": "https://registry.npmjs.org/@esbuild/android-arm/-/android-arm-0.24.2.tgz",
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             "cpu": [
                 "ia32"
             ],
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+            "resolved": "https://registry.npmjs.org/@esbuild/win32-x64/-/win32-x64-0.24.2.tgz",
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             "cpu": [
                 "x64"
             ],
             "license": "MIT"
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         "node_modules/electron-to-chromium": {
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+            "version": "1.5.76",
+            "resolved": "https://registry.npmjs.org/electron-to-chromium/-/electron-to-chromium-1.5.76.tgz",
+            "integrity": "sha512-CjVQyG7n7Sr+eBXE86HIulnL5N8xZY1sgmOPGuq/F0Rr0FJq63lg0kEtOIDfZBk44FnDLf6FUJ+dsJcuiUDdDQ==",
             "dev": true,
             "license": "ISC"
         },
             "license": "MIT"
         },
         "node_modules/esbuild": {
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-            "resolved": "https://registry.npmjs.org/esbuild/-/esbuild-0.24.0.tgz",
-            "integrity": "sha512-FuLPevChGDshgSicjisSooU0cemp/sGXR841D5LHMB7mTVOmsEHcAxaH3irL53+8YDIeVNQEySh4DaYU/iuPqQ==",
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+            "resolved": "https://registry.npmjs.org/esbuild/-/esbuild-0.24.2.tgz",
+            "integrity": "sha512-+9egpBW8I3CD5XPe0n6BfT5fxLzxrlDzqydF3aviG+9ni1lDC/OvMHcxqEFV0+LANZG5R1bFMWfUrjVsdwxJvA==",
             "dev": true,
             "hasInstallScript": true,
             "license": "MIT",
                 "node": ">=18"
             },
             "optionalDependencies": {
-                "@esbuild/aix-ppc64": "0.24.0",
-                "@esbuild/android-arm": "0.24.0",
-                "@esbuild/android-arm64": "0.24.0",
-                "@esbuild/android-x64": "0.24.0",
-                "@esbuild/darwin-arm64": "0.24.0",
-                "@esbuild/darwin-x64": "0.24.0",
-                "@esbuild/freebsd-arm64": "0.24.0",
-                "@esbuild/freebsd-x64": "0.24.0",
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-                "@esbuild/win32-ia32": "0.24.0",
-                "@esbuild/win32-x64": "0.24.0"
+                "@esbuild/aix-ppc64": "0.24.2",
+                "@esbuild/android-arm": "0.24.2",
+                "@esbuild/android-arm64": "0.24.2",
+                "@esbuild/android-x64": "0.24.2",
+                "@esbuild/darwin-arm64": "0.24.2",
+                "@esbuild/darwin-x64": "0.24.2",
+                "@esbuild/freebsd-arm64": "0.24.2",
+                "@esbuild/freebsd-x64": "0.24.2",
+                "@esbuild/linux-arm": "0.24.2",
+                "@esbuild/linux-arm64": "0.24.2",
+                "@esbuild/linux-ia32": "0.24.2",
+                "@esbuild/linux-loong64": "0.24.2",
+                "@esbuild/linux-mips64el": "0.24.2",
+                "@esbuild/linux-ppc64": "0.24.2",
+                "@esbuild/linux-riscv64": "0.24.2",
+                "@esbuild/linux-s390x": "0.24.2",
+                "@esbuild/linux-x64": "0.24.2",
+                "@esbuild/netbsd-arm64": "0.24.2",
+                "@esbuild/netbsd-x64": "0.24.2",
+                "@esbuild/openbsd-arm64": "0.24.2",
+                "@esbuild/openbsd-x64": "0.24.2",
+                "@esbuild/sunos-x64": "0.24.2",
+                "@esbuild/win32-arm64": "0.24.2",
+                "@esbuild/win32-ia32": "0.24.2",
+                "@esbuild/win32-x64": "0.24.2"
             }
         },
         "node_modules/escalade": {
             }
         },
         "node_modules/fastq": {
-            "version": "1.17.1",
-            "resolved": "https://registry.npmjs.org/fastq/-/fastq-1.17.1.tgz",
-            "integrity": "sha512-sRVD3lWVIXWg6By68ZN7vho9a1pQcN/WBFaAAsDDFzlJjvoGx0P8z7V1t72grFJfJhu3YPZBuu25f7Kaw2jN1w==",
+            "version": "1.18.0",
+            "resolved": "https://registry.npmjs.org/fastq/-/fastq-1.18.0.tgz",
+            "integrity": "sha512-QKHXPW0hD8g4UET03SdOdunzSouc9N4AuHdsX8XNcTsuz+yYFILVNIX4l9yHABMhiEI9Db0JTTIpu0wB+Y1QQw==",
             "dev": true,
             "license": "ISC",
             "dependencies": {
             "license": "MIT"
         },
         "node_modules/vite": {
-            "version": "6.0.5",
-            "resolved": "https://registry.npmjs.org/vite/-/vite-6.0.5.tgz",
-            "integrity": "sha512-akD5IAH/ID5imgue2DYhzsEwCi0/4VKY31uhMLEYJwPP4TiUp8pL5PIK+Wo7H8qT8JY9i+pVfPydcFPYD1EL7g==",
+            "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/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>