[Settings]: Admin panel — assign Invoice Groups to companies

SMART Plan — As an Admin, in the admin Panel I want to be able to assign Invoice Groups to multiple companies

Specific

In the Admin panel (/admin), the CompanyResource table view gains a bulk action called "Assign Invoice Group". When one or more companies are selected and the action is triggered, a modal opens with a searchable select of all Numbering records. On confirmation, the selected Numbering is attached to every selected company via a company_numbering pivot table.

Measurable

Selecting 2+ companies and triggering the bulk action opens a modal with a Numbering select.
After confirmation, a company_numbering row exists for each selected company.
A Filament success notification confirms how many companies were updated.

Achievable

Create migration add_company_numbering_pivot_table — Modules/Core/Database/Migrations/
Add numberings() BelongsToMany on Company model — Modules/Core/Models/Company.php
Add companies() BelongsToMany on Numbering model — Modules/Core/Models/Numbering.php
Create AssignInvoiceGroupBulkAction Filament bulk action class — Modules/Core/Filament/Admin/Resources/Companies/Tables/Actions/AssignInvoiceGroupBulkAction.php
Register the bulk action on CompanyResource table — Modules/Core/Filament/Admin/Resources/Companies/Tables/CompanyTable.php

Relevant

Invoice Groups (Numberings) define the sequential numbering scheme for invoices, quotes, and other documents. Assigning a shared numbering scheme to multiple companies at once is essential when onboarding a batch of new tenants that follow the same document format.

Time-bound

Sprint 6.

Arrange · Act · Assert

// Modules/Core/Tests/Feature/Admin/CompanyInvoiceGroupBulkActionTest.php

#[Test]
public function it_assigns_invoice_group_to_multiple_companies(): void
{
    /* Arrange */
    $companies = Company::factory()->count(2)->create();
    $numbering = Numbering::factory()->create();
    $ids       = $companies->pluck('id')->all();

    /* Act */
    Livewire::actingAs($this->superAdmin())
        ->test(ListCompanies::class)
        ->callBulkAction('assignInvoiceGroup', $ids, ['numbering_id' => $numbering->id])
        ->assertHasNoErrors();

    /* Assert */
    foreach ($companies as $company) {
        $this->assertDatabaseHas('company_numbering', [
            'company_id'   => $company->id,
            'numbering_id' => $numbering->id,
        ]);
    }
}

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SMART Plan — Admin Bulk Action: Assign Invoice Groups (Numbering) to Companies

Scope

In the Admin panel (/admin), add a bulk action to CompanyResource list that assigns Numbering (Invoice Group) records to multiple companies at once via company_numbering pivot.

Implementation

Migration: Create add_company_numbering_pivot_table → Modules/Core/Database/Migrations/
- Table: company_numbering (company_id, numbering_id)
Model relationships:
- Company::numberings() → BelongsToMany
- Numbering::companies() → BelongsToMany

Bulk action class: Create Modules/Core/Filament/Admin/Resources/Companies/Actions/AssignInvoiceGroupBulkAction.php

class AssignInvoiceGroupBulkAction extends BulkAction
{
    public static function getDefaultName(): ?string { return 'assignInvoiceGroup'; }
    protected function setUp(): void {
        $this->action(function() { /* sync pivot */ })
            ->form([Numbering select])
            ->successNotificationTitle('Invoice groups assigned');
    }
}

Register: In Modules/Core/Filament/Admin/Resources/CompaniesResource.php, add to table:
```
->bulkActions([AssignInvoiceGroupBulkAction::make()])
```

Test

Select 2+ companies → trigger bulk action → confirm Numbering
Assert company_numbering rows created for each company

Processed by IP2 batch refine workflow

assign Invoice Groups to companies. Closes InvoicePlane#231

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[Settings]: Admin panel — assign Invoice Groups to companies #231

SMART Plan — As an Admin, in the admin Panel I want to be able to assign Invoice Groups to multiple companies

Specific

Measurable

Achievable

Relevant

Time-bound

Arrange · Act · Assert

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SMART Plan — Admin Bulk Action: Assign Invoice Groups (Numbering) to Companies

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[Settings]: Admin panel — assign Invoice Groups to companies #231

Description

SMART Plan — As an Admin, in the admin Panel I want to be able to assign Invoice Groups to multiple companies

Specific

Measurable

Achievable

Relevant

Time-bound

Arrange · Act · Assert

Activity

coderabbitai commented on Dec 28, 2025

📝 CodeRabbit Plan Mode

nielsdrost7 commented on Jan 2, 2026

coderabbitai commented on Jan 2, 2026

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nielsdrost7 commented on Jul 24, 2026

SMART Plan — Admin Bulk Action: Assign Invoice Groups (Numbering) to Companies

Scope

Implementation

Test

Metadata

Metadata

Assignees

Labels

Type

Projects

Milestone

Relationships

Development

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