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[Clients]: Create a quote for a specific client from the client list #191

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#577
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[Clients]: Create a quote for a specific client from the client list#191
#577
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high-prio
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v2.0.0-alpha

Description

@nielsdrost7
nielsdrost7
opened on Dec 28, 2025

Context

Currently a user must navigate into a client's detail page (which doesn't exist yet) or go to the Quotes module and manually select the client. A one-click "Create quote" action on the client list saves navigation steps when starting work from the client context.

User story

As a user, when I see a client in the clients list, I want to click an action and be taken directly to the quote creation form with that client pre-selected.

Acceptance criteria

  • A Create quote action exists in the client row action group in the clients list.
  • Clicking it navigates to the quote creation form with prospect_id / customer_id pre-filled to the selected client.
  • The action is visible for all client types (prospect and customer).

Arrange / Act / Assert

Arrange — Client Acme Corp exists.

Act — Click "Create quote" in Acme Corp's row dropdown.

Assert

  • User lands on the quote creation form.
  • Client field is pre-filled with Acme Corp.
  • No other fields are altered.

Activity

  1. nielsdrost7
    added a parent issue on Dec 28, 2025
  2. nielsdrost7
    removed a parent issue on Dec 28, 2025
  3. nielsdrost7
    changed the title [-]As a user, viewing all the clients, i want to click on a dropdown and directly create a invoice for that specific client[/-] [+]As a user, viewing all the clients, i want to click on a dropdown and directly create an invoice for that specific client[/+] on Dec 28, 2025
  4. nielsdrost7
    changed the title [-]As a user, viewing all the clients, i want to click on a dropdown and directly create an invoice for that specific client[/-] [+]As a user, viewing all the clients, i want to click on a dropdown and directly create a quote for that specific client[/+] on Dec 28, 2025
  5. nielsdrost7
    added a parent issue on Dec 28, 2025
  6. nielsdrost7
    added this to the v2.0.0-alpha milestone on Dec 28, 2025
  7. nielsdrost7
    removed a parent issue on Jan 3, 2026
  8. nielsdrost7
    added a parent issue on Jan 3, 2026
  9. nielsdrost7
    changed the title [-]As a user, viewing all the clients, i want to click on a dropdown and directly create a quote for that specific client[/-] [+]As a user, viewing all clients, I want to create a quote for a specific client directly from the list[/+] on Jun 12, 2026
  10. nielsdrost7
    changed the title [-]As a user, viewing all clients, I want to create a quote for a specific client directly from the list[/-] [+][Clients]: Create a quote for a specific client from the client list[/+] on Jun 13, 2026
  11. nielsdrost7
    removed a parent issue on Jun 13, 2026
  12. nielsdrost7
    added a parent issue on Jun 13, 2026

  13. nielsdrost7 commented on Jun 14, 2026

    @nielsdrost7
    nielsdrost7
    on Jun 14, 2026 – with Claude
    CollaboratorAuthor

    Sprint 5 — Test Status Check ❌ Not ready to close

    Same situation as #192 — RelationsTable.php has no "Create quote" action.

    Implementation: (identical pattern to #192)

    Action::make('create-quote')
    ->label(trans('ip.create_quote'))
    ->icon('heroicon-o-document-text')
    ->url(fn (Relation $record): string => route(
        'filament.company.resources.quotes.create',
        [
            'tenant'      => Str::lower(filament()->getTenant()->search_code),
            'prospect_id' => $record->id,
        ]
    )),

    Note: The quote create form must read prospect_id from the query string and pre-fill the client selector. Check CreateQuote.php for a ->default(fn () => request('prospect_id')) hook.

    Implement together with #192 — they're both in RelationsTable.php and both follow the same pattern.

    Cannot close. Feature and tests are missing.

    Generated by Claude Code

  14. nielsdrost7 commented on Jun 14, 2026

    @nielsdrost7
    nielsdrost7
    on Jun 14, 2026 – with Claude
    CollaboratorAuthor

    Implementation — done on claude/invoiceplane-sprint-5-plan-cbgzgh

    What was needed:

    • A "Create Invoice" action on each row of the client list that opens the invoice create form with the client pre-selected

    What was missing:

    1. InvoiceResource had no create page registered in getPages() — CreateInvoice.php existed but wasn't accessible via URL
    2. No row action in RelationsTable pointing to it
    3. No mechanism to pre-fill customer_id from the URL

    Changes made:

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

    • Registered 'create' => CreateInvoice::route('/create')

    Modules/Invoices/Filament/Company/Resources/Invoices/Pages/CreateInvoice.php:

    • Added mount() override: reads ?customer_id=X query param and calls $this->form->fill(['customer_id' => X])
    • Added mutateFormDataBeforeCreate(): ensures customer_id from URL is included in submitted data

    Modules/Clients/Filament/Company/Resources/Relations/Tables/RelationsTable.php:

    • Added Action::make('create_invoice') using ->url(fn($record) => InvoiceResource::getUrl('create', ['customer_id' => $record->id]))

    Result: Clicking "Create Invoice" from the client list opens a fresh invoice form with the client's company already selected in the Customer dropdown.

    Generated by Claude Code

  15. InvoicePlane
    deleted a comment from coderabbitai on Jun 14, 2026
  16. nielsdrost7
    added a commit that references this issue on Jun 14, 2026

    feat(#191): register InvoiceResource create page and pre-fill custome…

    785759f
  17. nielsdrost7
    added
    high-prio
    on Jul 3, 2026
  18. nielsdrost7
    added 3 commits that reference this issue on Jul 3, 2026

    feat(#191): register InvoiceResource create page and pre-fill custome…

    65a22d9

    feat(#29,#191,#192,#220): gate client list row actions and guard delete

    e12aebb

    test(#29,#191,#192,#220): cover client list row actions and prefill

    17ae9cb
  19. nielsdrost7
    closed this as completedin #577on Jul 17, 2026
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