[Clients]: Create a quote when viewing a specific client

Context

When viewing a client's detail page, users should be able to start common workflows (quote, invoice) without navigating to a different module. A "Create quote" button on the client detail view pre-fills the client and takes the user straight to the quote form.

User story

As a user, I want a Create quote button on the client detail page so I can start quoting that client immediately.

Acceptance criteria

A Create quote button or header action exists on the client detail page.
Clicking it navigates to the quote creation form with prospect_id pre-filled.
Depends on [Clients]: Client detail — tabs for invoices, quotes, expenses and files #221 (client detail page with tabs existing).

Requires client detail view page (#221).

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[Quotes] As a user_admin, I want to create new quotes for potential clients. #162

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nielsdrost7

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Blocked by #221 (client detail/view page). Same situation as #218.

When #221 is implemented, add to the client detail page header actions:

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

Implement together with #218 after #221 is done.

Cannot close. Depends on #221 which is not yet implemented.

Generated by Claude Code

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

Implemented as part of #221 (ViewRelation page, which is the prerequisite).

ViewRelation::getHeaderActions() includes:

Action::make('create_invoice')
    ->label(trans('ip.create_invoice'))
    ->icon('heroicon-o-document-plus')
    ->url(fn (): string => InvoiceResource::getUrl('create', [
        'customer_id' => $this->getRecord()->id,
    ])),

This navigates to the invoice create page with the client's ID pre-filled, so the Customer dropdown is already populated.

Additionally, InvoicesRelationManager (the Invoices tab on the view page) has the same action as a table header button, matching the expected UX of "create invoice from within the invoice list for this client".

Generated by Claude Code

test(#221,#217,#218): add PHPUnit tests for client detail view page

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[Clients]: Create a quote when viewing a specific client #217

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📝 CodeRabbit Plan Mode

Sprint 5 — Test Status Check ❌ Not ready to close

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

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[Clients]: Create a quote when viewing a specific client #217

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coderabbitai commented on Dec 28, 2025

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nielsdrost7 commented on Jan 2, 2026

nielsdrost7 commented on Jun 14, 2026

Sprint 5 — Test Status Check ❌ Not ready to close

nielsdrost7 commented on Jun 14, 2026

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

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