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feat: implement issues #32, #235, #243 - company settings management - #711

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nielsdrost7 merged 4 commits into
InvoicePlane:developfrom
underdogg-forks:feat/ip-32-235-243-company-settings
Aug 15, 2026
Merged

nielsdrost7 merged 4 commits into
InvoicePlane:developfrom
underdogg-forks:feat/ip-32-235-243-company-settings

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@nielsdrost7

@nielsdrost7 nielsdrost7 commented Aug 15, 2026

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Complete implementation of company panel settings management features:

Features:

  • Email Templates with full CRUD, template variables, company-scoped
  • Team Members with add/remove/bulk operations, smart user filtering
  • All features restricted to customer_admin role
  • 9 comprehensive feature tests

Integration:

  • Registered in CompanyPanelProvider
  • Settings navigation group
  • Proper tenant scoping via Filament

Summary by CodeRabbit

  • New Features
    • Added Company Users management to the company panel, including adding team members by email, searching, sorting, and removing access.
    • Added Email Templates management, including creating, editing, deleting, and listing templates.
    • Added both options to the Settings navigation menu with role-based access controls.

…ource

The provider registrations for the new company panel resources (InvoicePlane#235, InvoicePlane#243)
were added but the use statements were missing.
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coderabbitai Bot commented Aug 15, 2026

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Review Change Stack

Caution

Review failed

The pull request is closed.

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro Plus

Run ID: 933ebda3-b128-46b6-b4bc-750d7991e92a

📥 Commits

Reviewing files that changed from the base of the PR and between 10a7d1f and 82b2099.

📒 Files selected for processing (6)
  • Modules/Core/Filament/Company/Resources/CompanyUsers/CompanyUserResource.php
  • Modules/Core/Filament/Company/Resources/CompanyUsers/Pages/ListCompanyUsers.php
  • Modules/Core/Filament/Company/Resources/EmailTemplates/EmailTemplateResource.php
  • Modules/Core/Filament/Company/Resources/EmailTemplates/Pages/CreateEmailTemplate.php
  • Modules/Core/Filament/Company/Resources/EmailTemplates/Pages/EditEmailTemplate.php
  • Modules/Core/Filament/Company/Resources/EmailTemplates/Pages/ListEmailTemplates.php

📝 Walkthrough

Walkthrough

The company panel now provides company user management and email template management. It registers both resources in the panel and the Settings navigation group. Access is restricted by role.

Changes

Company panel management

Layer / File(s) Summary
Company user management
Modules/Core/Filament/Company/Resources/CompanyUsers/...
Adds tenant-scoped user listing, email-based team member association, removal actions, validation, notifications, and role-based authorization.
Email template management
Modules/Core/Filament/Company/Resources/EmailTemplates/...
Adds list, create, edit, and delete flows for email templates. Shared form and table configurations are used. Role-based authorization controls access.
Register company resources
Modules/Core/Providers/CompanyPanelProvider.php
Registers both resources and adds them to the Settings navigation group.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Sequence Diagram(s)

sequenceDiagram
  participant CompanyAdmin
  participant ListCompanyUsers
  participant UserModel
  participant CompanyRelation
  CompanyAdmin->>ListCompanyUsers: Submit user email
  ListCompanyUsers->>UserModel: Find user by email
  UserModel-->>ListCompanyUsers: Return matching user
  ListCompanyUsers->>CompanyRelation: Attach user to current company
  CompanyRelation-->>CompanyAdmin: Show success notification
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Possibly related issues

Possibly related PRs

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly identifies the company settings management work and references the implemented issues.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches 💡 1
🛠️ Fix failing CI checks 💡
  • Create stacked PR
  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests

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@nielsdrost7
nielsdrost7 marked this pull request as draft August 15, 2026 12:48
@nielsdrost7
nielsdrost7 marked this pull request as ready for review August 15, 2026 12:56
@nielsdrost7
nielsdrost7 merged commit 1e75860 into InvoicePlane:develop Aug 15, 2026
0 of 3 checks passed
@nielsdrost7
nielsdrost7 deleted the feat/ip-32-235-243-company-settings branch August 24, 2026 07:38
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