[Clients]: Epic — Module Clients #14

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1. naui95

   added this to the v2.0.0-alpha milestone on Jun 16, 2024
2. nielsdrost7

   transferred this issue fromon Jan 6, 2025
3. nielsdrost7

   added the

   Epic

   issue type on Jul 14, 2025
4. nielsdrost7

   changed the title [-]Clients[/-] [+][Clients] Epic: Module Clients[/+] on Jul 14, 2025
5. nielsdrost7

   added sub-issues on Jul 14, 2025

   • implement client create / edit form #28
   • [Clients]: Client list — implement row action options #29
6. nielsdrost7

   added 8 commits that reference this issue on Aug 4, 2025

   Fixed Tests for Module Clients refs #14

   5d2d931

   Module Clients: did some cleanup refs #14

   6c63de8

   Module Clients: Made the CustomersTest work refs #14

   97874fc

   Module Clients: Made the ContactsTest work refs #14

   b7c74cc

   Module Clients: Made the ContactsTest work refs #14

   08a7183

   Modules Clients: Made update tests for Clients work refs #14

   7a0c0e7

   Modules Clients: Made update tests for Clients work refs #14

   587fadf

   Modules Clients: Made update tests for Customers and Contacts work refs

   ...

   67f1a31
7. nielsdrost7

   added a commit that references this issue on Aug 27, 2025

   Fix delete tests in Clients module refs #14

   4dca4b0
8. 20 remaining items

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9. nielsdrost7

   added sub-issues on Jun 13, 2026

   • [Clients]: :Slim down the Client Form #83
   • [Clients]: Create an invoice for a specific client from the client list #192
   • [Clients]: Create a quote for a specific client from the client list #191
   • [Clients]: Create a quote when viewing a specific client #217
   • [Clients]: Hide delete button when client has invoices #220
10. nielsdrost7

    removed a sub-issue on Jun 13, 2026

    • [Clients]: Import clients in bulk for data migration #141
11. nielsdrost7

    added a sub-issue on Jul 3, 2026

    • [Feature Request] Add Client Number to Clients module and add Client Number, Quote, Work Order, and Agreement fields to Quotes and Invoices modules #518
12. nielsdrost7

    added

    refinedRefined with SMART plan / test suggestionsRefined with SMART plan / test suggestions

    on Jul 16, 2026
13. nielsdrost7 commented on Jul 16, 2026

    

    nielsdrost7

    on Jul 16, 2026

    Collaborator

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    SMART Plan — Clients module epic status

    Context/Epic: Clients

    This is an epic/tracking issue, not a single feature — it aggregates the sub-issues below. The Measurable section tracks sub-issue completion rather than fabricating tests for the epic itself; each sub-issue gets its own SMART Plan when it's processed individually.

    Specific

    Track delivery of the Clients module: Relation/Contact CRUD (done) plus planned expansions — client-detail workflows, form simplification, bulk import, per-client currency/CC-email, notes management, duplicate merging, and the client portal.

    Measurable

    • RelationResource, ContactResource shipped with CRUD tests in Modules/Clients/Tests/Feature/ContactsTest.php and CustomersTest.php.
    • [Clients]: Missing standard company field and client Id for clients #391 — Standard company field and numeric client ID — closed, already present in v2.
    • [Clients]: Create a quote when viewing a specific client #217 — Create quote from client detail view — not started; there is no client "view" page at all today, only List/Create/Edit, so this has no page to hang an action off yet.
    • [Clients]: Create an invoice when viewing a specific client #218 — Create invoice from client detail view — not started; same gap as [Clients]: Create a quote when viewing a specific client #217.
    • [Clients]: Edit a client from the client detail view #219 — Edit client via header action on detail view — not started; same gap, no detail page exists.
    • [Clients]: Hide delete button when client has invoices #220 — Delete button hidden when client has linked invoices — not started; RelationsTable's DeleteAction has no conditional visibility logic today, it's a plain permission check only.
    • [Clients]: Client detail — tabs for invoices, quotes, expenses and files #221 — Client detail view with tabs (invoices, quotes, expenses, payments) — not started; this is the prerequisite for [Clients]: Create a quote when viewing a specific client #217/[Clients]: Create an invoice when viewing a specific client #218/[Clients]: Edit a client from the client detail view #219 above, since no ViewRelation page exists in Modules/Clients/Filament/Company/Resources/Relations/Pages/.
    • [Clients]: Client list — implement row action options #29 — Quick-action shortcuts from client list — not started.
    • [Clients]: :Slim down the Client Form #83 — Slim down the Client Form to required fields only — not started (not independently verified, but no simplification pass found in RelationForm).
    • [Clients]: Import clients in bulk for data migration #141 — Bulk import clients from CSV — not started; no import scaffolding found anywhere in Modules/Clients.
    • [Clients]: Per-client currency preference #381 — Per-client currency preference — partially present: the relations table already has a nullable currency_code column (and Relation's docblock lists it), but nothing in invoice creation reads it to default the invoice's currency — the wiring described in [Clients]: Per-client currency preference #381's own SMART plan is still unbuilt.
    • [Core]: Add CC email addresses per client for invoice emails #394 — CC email address per client — not started; no cc_email-type column found on relations.
    • [Clients]: Delete and Edit client notes #402 — Delete and edit client notes — not started in code; a SMART plan comment already exists for this issue, but no NotesRelationManager or Relation::notes() relationship exists in the codebase yet.
    • [Clients]: Merge duplicate clients #481 — Merge duplicate clients — not started.
    • [Clients]: Assign users to clients for access control #482 — Assign users to specific clients (many-to-many access control) — not started, and the schema doesn't support it yet: Modules\Core\Models\User has a single direct belongsTo(Relation::class) via a nullable relation_id column, not a relation_user pivot. Relation::users() is a hasMany, matching the same one-user-per-client-at-most model.
    • [Clients]: User Accounts for Customers (Client Portal) #392 — User accounts for customers (Client Portal) — not started; depends on [Clients]: Assign users to clients for access control #482's pivot table, which doesn't exist yet (see this issue's own Test Suggestions comment for the schema mismatch).

    Definition of done for this epic: all sub-issues above are closed and Modules/Clients/Tests/Feature/ covers each new capability.

    Achievable

    1. [Clients]: Client detail — tabs for invoices, quotes, expenses and files #221 (client detail view with tabs) is the structural prerequisite for [Clients]: Create a quote when viewing a specific client #217, [Clients]: Create an invoice when viewing a specific client #218, [Clients]: Edit a client from the client detail view #219, and [Clients]: Hide delete button when client has invoices #220 — none of those can be built against a page that doesn't exist. Sequence it first.
    2. [Clients]: Assign users to clients for access control #482 (relation_user pivot) is a schema change that [Clients]: User Accounts for Customers (Client Portal) #392 (client portal) is explicitly blocked on — and today's relation_id-on-users schema can only represent one client per user, not several, so [Clients]: Assign users to clients for access control #482 needs a real migration decision (add a pivot table, or accept the one-client-per-user limitation) before [Clients]: User Accounts for Customers (Client Portal) #392 can proceed.
    3. [Clients]: Per-client currency preference #381 (currency), [Core]: Add CC email addresses per client for invoice emails #394 (CC email), [Clients]: Delete and Edit client notes #402 (notes) are independent, small, and unblocked — good candidates to pick up in parallel with the [Clients]: Client detail — tabs for invoices, quotes, expenses and files #221 work.
    4. [Clients]: Import clients in bulk for data migration #141 (CSV import) and [Clients]: Merge duplicate clients #481 (merge duplicates) are independent, larger pieces of work with no cross-dependencies on the others.
    5. [Clients]: Client list — implement row action options #29 (quick actions) and [Clients]: :Slim down the Client Form #83 (form simplification) are small, independent UI polish items.

    Relevant

    The model is Relation, not Client (table: relations); it's the anchor entity for Invoices, Quotes, Projects, and Expenses across the app, so client-detail visibility (#221) has outsized leverage relative to its own scope.

    Time-bound

    No fixed date — epic closes when its sub-issues close. Re-review at each sprint boundary.
14. nielsdrost7

    added sub-issues on Jul 16, 2026

    • [Clients]: Import clients in bulk for data migration #141
    • [Core]: Add CC email addresses per client for invoice emails #394
15. nielsdrost7

    removed sub-issues on Jul 18, 2026

    • [Clients]: User Accounts for Customers (Client Portal) #392
    • [Clients]: Assign users to clients for access control #482
    • [Core]: Add CC email addresses per client for invoice emails #394
    • [Clients]: Import clients in bulk for data migration #141