Finish up and merge older (default) issues #115

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1. nielsdrost7

   assigned

   Copilot

   on Oct 26, 2025
2. nielsdrost7

   changed the title [-]✨ Set up Copilot instructions[/-] [+]Finish up and merge older (default) issues[/+] on Dec 28, 2025
3. nielsdrost7

   added sub-issues on Dec 28, 2025

   • [Clients]: Create a quote for a specific client from the client list #191
   • As a user, viewing all the clients, i want to click on a dropdown and directly **edit** that specific client #193
   • As a user, viewing all the clients, i want to click on a dropdown and directly **delete** that specific client #195
   • As a user, viewing all the clients, i want to click on a dropdown and directly **view** that specific client #194
   • [Quotes]: Download the PDF for a quote from the quote list #196
   • As a user, viewing all the quotes, i want to click on a dropdown and directly **delete** that specific quote #198
   • [Invoices]: Download the PDF for an invoice from the invoice list #200
   • As a user, viewing all the quotes, i want to click on a dropdown and directly **edit** that specific quote #197
   • [Quotes]: Send a quote by email from the quote list #199
   • As a user, viewing all the payments, i want to click on a dropdown and directly **delete** that specific payment #205
   • As a user, viewing all the invoices, i want to click on a dropdown and directly **edit** that specific invoice #202
   • As a user, viewing all the invoices, i want to click on a dropdown and directly **delete** that specific invoice #203
   • As a user, viewing all the payments, i want to click on a dropdown and directly **edit** that specific payment #204
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5. nielsdrost7

   removed sub-issues on Dec 28, 2025

   • [Settings]: Quotes — General Quote Settings #260
   • [Settings]: Quotes — PDF Settings #261
   • [Settings]: Quotes — Quote Template #262
   • [Settings]: Taxes — Default Tax Rate #263
6. nielsdrost7

   added sub-issues on Dec 28, 2025

   • [Core] all dates on all creates need to display current date as default #75
   • [Core] As a user_admin, I want to create a new user account. #186
   • [Invoices]: : on invoice creation, if user is not a client, add to database in clients also #77
   • [Payments]: : create, change required to amount, change invoice dropdown to add new invoice number if not on list #79
   • Column sorting #269
7. nielsdrost7

   linked a pull request that will close this issue[IP-115] finish up and merge older default issues #274on Dec 28, 2025
8. nielsdrost7

   removed sub-issues on Dec 28, 2025

   • As an admin in the Company Panel, in the General Settings, I want to be able to set the first day of the week #245
   • As an admin in the Company Panel, in the General Settings, I want to be able to set the date format #246
9. nielsdrost7

   closed this as completedin #274on Dec 29, 2025
10. nielsdrost7

    removed sub-issues on Jan 3, 2026

    • As a user, viewing all the invoices, i want to click on a dropdown and directly **delete** that specific invoice #203
    • As a user, viewing all the payments, i want to click on a dropdown and directly **edit** that specific payment #204