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1. nielsdrost7

   added this to the v2.0.0-alpha milestone on Aug 9, 2025
2. nielsdrost7

   added a parent issue on Aug 9, 2025

   • [Invoices]: Epic — Module Invoices #15
3. nielsdrost7

   added 2 commits that reference this issue on Aug 9, 2025

   Module Invoices: Turned off Recurring Invoices refs #52

   3d746ad

   Module Invoices: Turned off Recurring Invoices refs #52

   b8b56f5
4. nielsdrost7

   removed a parent issue on Jun 13, 2026

   • [Invoices]: Epic — Module Invoices #15
5. nielsdrost7

   changed the title [-][Invoices]: Recurring-Invoices[/-] [+][Invoices]: Epic Recurring-Invoices[/+] on Jun 13, 2026
6. InvoicePlane

   deleted a comment from coderabbitai on Jun 13, 2026
7. nielsdrost7

   added

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

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

   

   nielsdrost7

   on Jul 16, 2026

   CollaboratorAuthor

   More actions

   SMART Plan — Recurring invoice profiles

   Context/Epic: Invoices

   Specific

   Automate invoice creation from a recurring profile (client, line items, taxes, cadence) so invoices are generated on schedule without manual re-entry. Current state: RecurringInvoice/RecurringInvoiceItem models, migration (recurring_invoices: company_id, invoice_id, numbering_id, frequency, start_at, end_at), factory, and the full Filament CRUD resource (Modules/Invoices/Filament/Company/Resources/RecurringInvoices/) already exist. The gap: Modules\Invoices\Services\RecurringInvoiceService is an empty stub class — there is no scheduled job that actually generates invoices from due profiles. The existing RecurringInvoicesTest::it_lists_recurring_invoices is also stubbed out (markTestIncomplete(), references an undefined $invoice variable) and needs fixing alongside the new work.

   Measurable

   • RecurringInvoiceService gains a generateDueInvoices(): Collection method that creates an Invoice for every profile whose start_at has passed and (end_at is null or in the future).
     • PHPUnit: it_generates_an_invoice_for_a_due_recurring_profile()

       #[Test]
       public function it_generates_an_invoice_for_a_due_recurring_profile(): void
       {
           /* Arrange */
           $recurring = RecurringInvoice::factory()->for($this->company)->create([
               'frequency' => RecurringFrequency::MONTHLY->value,
               'start_at'  => now()->subDay()->toDateString(),
               'end_at'    => null,
           ]);
   
           /* Act */
           app(RecurringInvoiceService::class)->generateDueInvoices();
   
           /* Assert */
           $this->assertDatabaseHas('invoices', ['recurring_invoice_id' => $recurring->id]);
       }

   • A profile whose end_at is in the past is not picked up.
     • PHPUnit: it_skips_recurring_profiles_past_their_end_date()

       #[Test]
       public function it_skips_recurring_profiles_past_their_end_date(): void
       {
           /* Arrange */
           $recurring = RecurringInvoice::factory()->for($this->company)->create([
               'start_at' => now()->subMonth()->toDateString(),
               'end_at'   => now()->subDay()->toDateString(),
           ]);
   
           /* Act */
           app(RecurringInvoiceService::class)->generateDueInvoices();
   
           /* Assert */
           $this->assertDatabaseMissing('invoices', ['recurring_invoice_id' => $recurring->id]);
       }

   • Line items on the generated invoice match the recurring profile's recurringInvoiceItems.
     • PHPUnit: it_copies_recurring_line_items_onto_the_generated_invoice()

       #[Test]
       public function it_copies_recurring_line_items_onto_the_generated_invoice(): void
       {
           /* Arrange */
           $recurring = RecurringInvoice::factory()->for($this->company)->create([
               'start_at' => now()->subDay()->toDateString(),
           ]);
           RecurringInvoiceItem::factory()->for($recurring, 'recurringInvoice')->create(['name' => 'Subscription A']);
   
           /* Act */
           $invoice = app(RecurringInvoiceService::class)->generateDueInvoices()->first();
   
           /* Assert */
           $this->assertTrue($invoice->items()->where('name', 'Subscription A')->exists());
       }

   • Running generateDueInvoices() twice in the same cycle does not create duplicate invoices for the same profile.
     • PHPUnit: it_does_not_duplicate_invoices_when_generation_runs_twice_in_one_cycle()

       #[Test]
       public function it_does_not_duplicate_invoices_when_generation_runs_twice_in_one_cycle(): void
       {
           /* Arrange */
           $recurring = RecurringInvoice::factory()->for($this->company)->create([
               'start_at' => now()->subDay()->toDateString(),
           ]);
   
           /* Act */
           app(RecurringInvoiceService::class)->generateDueInvoices();
           app(RecurringInvoiceService::class)->generateDueInvoices();
   
           /* Assert */
           $this->assertSame(1, Invoice::query()->where('recurring_invoice_id', $recurring->id)->count());
       }

   • The existing stubbed list test is fixed and passes without markTestIncomplete().
     • PHPUnit: it_lists_recurring_invoices() (repair existing test in RecurringInvoicesTest)

       #[Test]
       #[Group('smoke')]
       public function it_lists_recurring_invoices(): void
       {
           /* Arrange */
           $company   = $this->user->companies()->first();
           $recurring = RecurringInvoice::factory()->for($company)->create();
   
           /* Act */
           $component = Livewire::actingAs($this->user)
               ->test(ListRecurringInvoices::class, ['tenant' => Str::lower($company->search_code)]);
   
           /* Assert */
           $component->assertSuccessful()->assertCanSeeTableRecords([$recurring]);
       }

   Achievable

   1. Implement RecurringInvoiceService::generateDueInvoices(): query RecurringInvoice::where('start_at', '<=', today())->where(fn ($q) => $q->whereNull('end_at')->orWhere('end_at', '>=', today())), build an Invoice (via InvoiceService) from each profile's recurringInvoiceItems, and record recurring_invoice_id on the created invoice (add the column via migration if it doesn't already exist on invoices).
   2. Add an idempotency guard (e.g. a last_generated_at column or a check against invoices already created for the current cycle) so re-running the job doesn't duplicate invoices.
   3. Register a scheduled console command in the module provider (Modules/Invoices/Providers/) that calls the service daily.
   4. Fix RecurringInvoicesTest::it_lists_recurring_invoices — remove markTestIncomplete(), remove the undefined $invoice reference, and align the payload with the real factory fields (frequency, start_at, end_at, invoice_id).
   5. Add the new RecurringInvoiceService tests to Modules/Invoices/Tests/Feature/.

   Relevant

   Recurring billing (subscriptions, retainers, maintenance contracts) currently has full CRUD scaffolding but no automation — the core value of "recurring" invoicing (not manually re-creating them) is unimplemented.

   Time-bound

   Sprint 6.
9. nielsdrost7

   added a parent issue on Jul 16, 2026

   • [Invoices]: Epic — Module Invoices #15
10. nielsdrost7

    marked this as blocking 4 issues on Jul 16, 2026

    • [Invoices]: Dashboard widget for Recurring Invoices #127
    • [Invoices]: Recurring Invoices — filter by recurring status #143
    • [Invoices]: Reactivate a stopped recurring invoice #362
    • [Invoices]: Generate invoice number for draft recurring invoices #368