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Feature/543 quote edit page#576

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nielsdrost7 wants to merge 26 commits into
InvoicePlane:developfrom
underdogg-forks:feature/543-quote-edit-page
Draft

Feature/543 quote edit page#576
nielsdrost7 wants to merge 26 commits into
InvoicePlane:developfrom
underdogg-forks:feature/543-quote-edit-page

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@nielsdrost7

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Summary

  • Replaces the inline modal edit in QuotesTable with navigation to a dedicated EditRecord page (EditQuote)
  • Adds status-aware header action bar to the quote edit page, matching the top-right dropdown users expect from InvoicePlane v1
  • Registers the edit route in QuoteResource::getPages()

Header actions

Action Condition
Download PDF Always (stub — not yet implemented)
Send Email Always (stub — not yet implemented)
Convert to Invoice Always (stub — references #160)
Copy Quote Always — delegates to QuoteService::duplicateQuote(), redirects to new edit page
Delete Hidden for APPROVED and REJECTED quotes

Closes

Test plan

  • Open a quote in DRAFT status → Delete is visible
  • Open a quote in APPROVED status → Delete is hidden
  • Open a quote in REJECTED status → Delete is hidden
  • Copy Quote → creates a duplicate quote, redirects to its edit page
  • PDF / Email / Convert to Invoice stubs show "Not yet implemented" warning toast

claude and others added 20 commits June 14, 2026 09:18
…us-aware header actions

Replaces inline modal edit in QuotesTable with navigation to a dedicated
EditRecord page. Header actions include download PDF, send email, convert
to invoice, copy quote (via QuoteService::duplicateQuote), and a
conditional DeleteAction hidden for approved/rejected quotes.

Closes InvoicePlane#543, InvoicePlane#222

https://claude.ai/code/session_01L9apN3AW7b5h7ypmBA5pUg
Resource pages gate on Spatie permissions since the role-permissions
feature (InvoicePlane#500), but the test base classes never seeded them, so every
company/admin panel Livewire test aborted with 403. Seed permissions and
roles in setUp and assign client_admin / super_admin to the test users.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Resolve QuotesTable conflict: keep page-based EditAction (routes to the
new EditQuote page) with develop's EDIT_QUOTES permission gate, and keep
develop's new row actions (duplicate, pdf, email, print, mark_sent,
approve, reject, convert_to_invoice, archive).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
All actions visible on draft. Delete hidden for approved and rejected
quotes. Copy action duplicates the quote as a new unnumbered draft.

Seeds Spatie permissions in setUp so the page mounts regardless of the
base-class seeding fix shipping upstream.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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nielsdrost7 and others added 6 commits July 3, 2026 22:23
Adopt develop's modal EditAction on the quotes list — the develop test
suite asserts the modal flow; the EditQuote page stays for its route
and redirects.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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2 participants