[IP-542]: invoice edit page

.gitignore

@@ -80,3 +80,8 @@ package-lock.json
 *.sqlite
 /failures.txt
 /yarnpack.txt
+/automation/.idea/
+/automation/vendor/
+/automation/test-honesty/vendor/
+.claude/fable5/runtime/control.json
+upd.sh

Modules/Core/Database/Seeders/RolesSeeder.php

@@ -120,6 +120,7 @@ function ($p) use ($customerResources) {
                             $isBasicAction = str_starts_with($p, 'view-')
                                 || str_starts_with($p, 'create-')
                                 || str_starts_with($p, 'edit-')
+                                || str_starts_with($p, 'delete-')
                                 || str_starts_with($p, 'export-')
                                 || str_starts_with($p, 'duplicate-');
                             $isCustomerResource = (bool) array_filter(

Modules/Core/Support/PDF/Drivers/domPDF.php

@@ -2,6 +2,8 @@
 
 namespace Modules\Core\Support\PDF\Drivers;
 
+use Dompdf\Dompdf as PDF;
+use Dompdf\Options;
 use Modules\Core\Support\PDF\PDFAbstract;
 
 class domPDF extends PDFAbstract

Modules/Core/Tests/AbstractAdminPanelTestCase.php

@@ -5,6 +5,9 @@
 use Illuminate\Foundation\Testing\RefreshDatabase;
 use Illuminate\Foundation\Testing\TestCase as BaseTestCase;
 use Illuminate\Support\Carbon;
+use Modules\Core\Database\Seeders\PermissionsSeeder;
+use Modules\Core\Database\Seeders\RolesSeeder;
+use Modules\Core\Enums\UserRole;
 use Modules\Core\Models\Company;
 use Modules\Core\Models\User;
 
@@ -34,6 +37,14 @@ protected function setUp(): void
 
         session(['current_company_id' => $this->company->id]);
 
+        /*
+         * Admin resources gate every page on Spatie permissions (canViewAny
+         * etc.), so the test user needs the seeded super_admin permission set.
+         */
+        (new PermissionsSeeder())->run();
+        (new RolesSeeder())->run();
+        $this->superAdmin->assignRole(UserRole::SUPER_ADMIN->value);
+
         $this->withoutExceptionHandling();
     }
 

Modules/Core/Tests/AbstractCompanyPanelTestCase.php

@@ -7,6 +7,9 @@
 use Illuminate\Foundation\Testing\RefreshDatabase;
 use Illuminate\Foundation\Testing\TestCase as BaseTestCase;
 use Illuminate\Support\Carbon;
+use Modules\Core\Database\Seeders\PermissionsSeeder;
+use Modules\Core\Database\Seeders\RolesSeeder;
+use Modules\Core\Enums\UserRole;
 use Modules\Core\Models\Company;
 use Modules\Core\Models\User;
 
@@ -44,6 +47,14 @@ protected function setUp(): void
         $currentCompanyId = $this->user->getCurrentCompanyId();
         session(['current_company_id' => $currentCompanyId]);
 
+        /*
+         * Resources gate every page on Spatie permissions (canViewAny etc.),
+         * so the test user needs the seeded client_admin permission set.
+         */
+        (new PermissionsSeeder())->run();
+        (new RolesSeeder())->run();
+        $this->user->assignRole(UserRole::CUSTOMER_ADMIN->value);
+
         $this->withoutExceptionHandling();
     }
 

Modules/Invoices/Filament/Company/Resources/Invoices/InvoiceResource.php

@@ -9,6 +9,7 @@
 use Illuminate\Database\Eloquent\Model;
 use Modules\Core\Enums\Permission;
 use Modules\Core\Filament\Company\Resources\BaseResource;
+use Modules\Invoices\Filament\Company\Resources\Invoices\Pages\EditInvoice;
 use Modules\Invoices\Filament\Company\Resources\Invoices\Pages\ListInvoices;
 use Modules\Invoices\Filament\Company\Resources\Invoices\Schemas\InvoiceForm;
 use Modules\Invoices\Filament\Company\Resources\Invoices\Tables\InvoicesTable;
@@ -61,6 +62,7 @@ public static function getPages(): array
     {
         return [
             'index' => ListInvoices::route('/'),
+            'edit'  => EditInvoice::route('/{record}/edit'),
         ];
     }
 

Modules/Invoices/Filament/Company/Resources/Invoices/Pages/EditInvoice.php

@@ -2,21 +2,22 @@
 
 namespace Modules\Invoices\Filament\Company\Resources\Invoices\Pages;
 
+use Filament\Actions\Action;
 use Filament\Actions\DeleteAction;
+use Filament\Notifications\Notification;
 use Filament\Resources\Pages\EditRecord;
+use Filament\Support\Icons\Heroicon;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\HtmlString;
+use InvalidArgumentException;
+use Modules\Invoices\Enums\InvoiceStatus;
 use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
 use Modules\Invoices\Services\InvoiceService;
 
 class EditInvoice extends EditRecord
 {
     protected static string $resource = InvoiceResource::class;
 
-    public function mount($record): void
-    {
-        parent::mount($record);
-    }
-
     public function save(bool $shouldRedirect = true, bool $shouldSendSavedNotification = true): void
     {
         $this->authorizeAccess();
@@ -49,7 +50,92 @@ protected function handleRecordUpdate(Model $record, array $data): Model
     protected function getHeaderActions(): array
     {
         return [
-            DeleteAction::make(),
+            Action::make('preview')
+                ->label(trans('ip.preview'))
+                ->icon(Heroicon::OutlinedEye)
+                ->modalHeading(fn () => trans('ip.invoice') . ' ' . ($this->getRecord()->invoice_number ?? trans('ip.draft')))
+                ->modalContent(fn () => new HtmlString(
+                    app(InvoiceService::class)->renderHtml($this->getRecord())
+                ))
+                ->modalSubmitAction(false)
+                ->modalCancelActionLabel(trans('ip.close'))
+                ->slideOver()
+                ->modalWidth('3xl'),
+
+            Action::make('create_credit_note')
+                ->label(trans('ip.create_credit_note'))
+                ->icon(Heroicon::OutlinedDocumentMinus)
+                ->visible(fn () => in_array($this->getRecord()->invoice_status, [
+                    InvoiceStatus::SENT,
+                    InvoiceStatus::PAID,
+                    InvoiceStatus::PARTIALLY_PAID,
+                ]))
+                ->requiresConfirmation()
+                ->action(function () {
+                    try {
+                        $creditNote = app(InvoiceService::class)->createCreditNote($this->getRecord());
+                    } catch (InvalidArgumentException $e) {
+                        Notification::make()
+                            ->title($e->getMessage())
+                            ->danger()
+                            ->send();
+
+                        return;
+                    }
+
+                    Notification::make()
+                        ->title(trans('ip.credit_note_created'))
+                        ->success()
+                        ->send();
+
+                    $this->redirect(InvoiceResource::getUrl('edit', ['record' => $creditNote]));
+                }),
+
+            Action::make('download_pdf')
+                ->label(trans('ip.download_pdf'))
+                ->icon(Heroicon::OutlinedArrowDownTray)
+                ->action(fn () => app(InvoiceService::class)->generatePdf($this->getRecord())),
+
+            Action::make('send_email')
+                ->label(trans('ip.send_email'))
+                ->icon(Heroicon::OutlinedEnvelope)
+                ->action(fn () => Notification::make()
+                    ->title(trans('ip.not_yet_implemented'))
+                    ->warning()
+                    ->send()),
+
+            Action::make('create_recurring')
+                ->label(trans('ip.create_recurring'))
+                ->icon(Heroicon::OutlinedArrowPath)
+                ->action(fn () => Notification::make()
+                    ->title(trans('ip.not_yet_implemented'))
+                    ->warning()
+                    ->send()),
+
+            Action::make('copy_invoice')
+                ->label(trans('ip.copy_invoice'))
+                ->icon(Heroicon::OutlinedDocumentDuplicate)
+                ->action(function (): void {
+                    $original             = $this->getRecord();
+                    $copy                 = $original->replicate(['invoice_number', 'invoice_status']);
+                    $copy->invoice_status = InvoiceStatus::DRAFT;
+                    $copy->invoice_number = null;
+                    $copy->save();
+
+                    foreach ($original->invoiceItems as $item) {
+                        $copy->invoiceItems()->create($item->only([
+                            'product_id', 'item_name', 'description',
+                            'quantity', 'price', 'discount',
+                            'tax_rate_id', 'tax_rate_2_id',
+                        ]));
+                    }
+
+                    $this->redirect(InvoiceResource::getUrl('edit', ['record' => $copy]));
+                }),
+
+            DeleteAction::make()
+                ->hidden(fn () => $this->getRecord()->invoice_status === InvoiceStatus::PAID
+                    || $this->getRecord()->is_read_only),
         ];
     }
 }

Modules/Invoices/Services/InvoiceService.php

@@ -7,8 +7,10 @@
 use Illuminate\Support\Str;
 use InvalidArgumentException;
 use Modules\Core\Services\BaseService;
+use Modules\Core\Support\PDF\PDFFactory;
 use Modules\Invoices\Enums\InvoiceStatus;
 use Modules\Invoices\Models\Invoice;
+use Symfony\Component\HttpFoundation\StreamedResponse;
 use Throwable;
 
 class InvoiceService extends BaseService
@@ -197,6 +199,97 @@ public function deleteInvoice(Invoice $invoice): Invoice
         return $invoice;
     }
 
+    /**
+     * Render the invoice document markup used by both the PDF driver and
+     * the on-screen preview.
+     */
+    public function renderHtml(Invoice $invoice): string
+    {
+        $invoice->loadMissing(['company', 'customer', 'invoiceItems']);
+
+        return view('invoices::pdf.invoice', ['invoice' => $invoice])->render();
+    }
+
+    /**
+     * Stream the invoice as a PDF download named after the invoice number.
+     */
+    public function generatePdf(Invoice $invoice): StreamedResponse
+    {
+        $driver   = PDFFactory::create();
+        $output   = $driver->getOutput($this->renderHtml($invoice));
+        $filename = ($invoice->invoice_number ?: 'invoice-draft-' . $invoice->id) . '.pdf';
+
+        return response()->streamDownload(
+            function () use ($output): void {
+                echo $output;
+            },
+            $filename,
+            ['Content-Type' => 'application/pdf'],
+        );
+    }
+
+    /**
+     * Issue a credit note for a sent/paid invoice: a mirrored draft invoice
+     * with negated amounts linked via creditinvoice_parent_id. The credit
+     * note may share the parent's number (the duplicate-number guard allows
+     * this), but starts unnumbered like every draft.
+     */
+    public function createCreditNote(Invoice $invoice): Invoice
+    {
+        if ($invoice->creditinvoice_parent_id !== null) {
+            throw new InvalidArgumentException(trans('ip.cannot_credit_a_credit_note'));
+        }
+
+        return DB::transaction(function () use ($invoice) {
+            $creditNote = Invoice::query()->create([
+                'company_id'               => $invoice->company_id,
+                'customer_id'              => $invoice->customer_id,
+                'numbering_id'             => $invoice->numbering_id,
+                'creditinvoice_parent_id'  => $invoice->id,
+                'user_id'                  => auth()->id() ?? $invoice->user_id,
+                'invoice_number'           => null,
+                'invoice_status'           => InvoiceStatus::DRAFT->value,
+                'invoice_sign'             => '-1',
+                'invoiced_at'              => Carbon::today(),
+                'invoice_due_at'           => Carbon::today()->addDays(30),
+                'invoice_discount_amount'  => -1 * (float) $invoice->invoice_discount_amount,
+                'invoice_discount_percent' => $invoice->invoice_discount_percent,
+                'item_tax_total'           => -1 * (float) $invoice->item_tax_total,
+                'invoice_item_subtotal'    => -1 * (float) $invoice->invoice_item_subtotal,
+                'invoice_tax_total'        => -1 * (float) $invoice->invoice_tax_total,
+                'invoice_total'            => -1 * (float) $invoice->invoice_total,
+                'url_key'                  => Str::random(32),
+                'summary'                  => $invoice->summary,
+                'terms'                    => $invoice->terms,
+                'footer'                   => $invoice->footer,
+            ]);
+
+            foreach ($invoice->invoiceItems as $item) {
+                $creditNote->invoiceItems()->create([
+                    'company_id'      => $item->company_id,
+                    'product_id'      => $item->product_id,
+                    'product_unit_id' => $item->product_unit_id,
+                    'task_id'         => $item->task_id,
+                    'added_at'        => Carbon::today()->toDateString(),
+                    'item_name'       => $item->item_name,
+                    'description'     => $item->description,
+                    'quantity'        => $item->quantity,
+                    'price'           => -1 * (float) $item->price,
+                    'discount'        => $item->discount,
+                    'subtotal'        => -1 * (float) $item->subtotal,
+                    'tax_1'           => -1 * (float) $item->tax_1,
+                    'tax_2'           => -1 * (float) $item->tax_2,
+                    'tax_total'       => -1 * (float) $item->tax_total,
+                    'total'           => -1 * (float) $item->total,
+                    'tax_rate_id'     => $item->tax_rate_id,
+                    'tax_rate_2_id'   => $item->tax_rate_2_id,
+                ]);
+            }
+
+            return $creditNote;
+        });
+    }
+
     private function calculateItemTaxTotal(array $data): float
     {
         return collect($data['invoiceItems'] ?? [])->sum(fn ($item) => $item['tax'] ?? 0);