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feat: Phase 9 — Quotes (Estimates) module
Implements the full Quotes module including migrations, models, policy, form request, resource, controller, routes, TypeScript types, React pages (Index/Create/Show), QuoteStatusBadge component, Sidebar link, and 16 feature tests. All 222 tests pass. https://claude.ai/code/session_01RdUGwo74JXChRCF88Yu27d
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‎erp/app/Modules/Finance/Http/Controllers/QuoteController.php‎

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<?php
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namespace App\Modules\Finance\Http\Controllers;
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use App\Http\Controllers\Controller;
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use App\Modules\Finance\Http\Requests\StoreQuoteRequest;
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use App\Modules\Finance\Http\Resources\QuoteResource;
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use App\Modules\Finance\Models\Contact;
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use App\Modules\Finance\Models\Invoice;
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use App\Modules\Finance\Models\InvoiceItem;
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use App\Modules\Finance\Models\Quote;
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use App\Modules\Finance\Models\QuoteItem;
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use Illuminate\Http\RedirectResponse;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\DB;
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use Inertia\Inertia;
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use Inertia\Response;
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class QuoteController extends Controller
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{
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public function index(Request $request): Response
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{
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$this->authorize('viewAny', Quote::class);
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$quotes = Quote::with('contact')
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->when($request->status, fn ($q) => $q->where('status', $request->status))
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->when($request->contact_id, fn ($q) => $q->where('contact_id', $request->contact_id))
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->when($request->search, fn ($q) => $q->where('number', 'like', "%{$request->search}%"))
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->latest('issue_date')
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->paginate(25)
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->withQueryString();
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return Inertia::render('Finance/Quotes/Index', [
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'quotes' => QuoteResource::collection($quotes),
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'contacts' => Contact::customers()->active()->orderBy('name')->get(['id', 'name']),
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'filters' => $request->only(['status', 'contact_id', 'search']),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Quotes', 'href' => route('finance.quotes.index')],
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],
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]);
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}
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public function create(): Response
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{
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$this->authorize('create', Quote::class);
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return Inertia::render('Finance/Quotes/Create', [
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'contacts' => Contact::customers()->active()->orderBy('name')->get(['id', 'name']),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Quotes', 'href' => route('finance.quotes.index')],
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['label' => 'New Quote'],
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],
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]);
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}
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public function store(StoreQuoteRequest $request): RedirectResponse
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{
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$this->authorize('create', Quote::class);
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$data = $request->validated();
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$quote = DB::transaction(function () use ($data) {
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$quote = Quote::create([
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'tenant_id' => auth()->user()->tenant_id,
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'contact_id' => $data['contact_id'] ?? null,
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'issue_date' => $data['issue_date'],
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'expiry_date' => $data['expiry_date'] ?? null,
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'notes' => $data['notes'] ?? null,
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'created_by' => auth()->id(),
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]);
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$quote->update([
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'number' => 'QUOTE-' . now()->format('Y') . '-' . str_pad((string) $quote->id, 5, '0', STR_PAD_LEFT),
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]);
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foreach ($data['items'] as $item) {
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QuoteItem::create([
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'quote_id' => $quote->id,
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'description' => $item['description'],
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'quantity' => $item['quantity'],
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'unit_price' => $item['unit_price'],
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'tax_rate' => $item['tax_rate'],
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]);
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}
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return $quote;
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});
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return redirect()->route('finance.quotes.show', $quote)
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->with('success', 'Quote created.');
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}
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public function show(Quote $quote): Response
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{
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$this->authorize('view', $quote);
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$quote->load(['contact', 'items', 'creator']);
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return Inertia::render('Finance/Quotes/Show', [
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'quote' => new QuoteResource($quote),
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'breadcrumbs' => [
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['label' => 'Finance'],
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['label' => 'Quotes', 'href' => route('finance.quotes.index')],
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['label' => $quote->number ?? "Quote #{$quote->id}"],
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],
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]);
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}
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public function send(Quote $quote): RedirectResponse
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{
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$this->authorize('update', $quote);
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try {
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$quote->transitionTo('sent');
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Quote marked as sent.');
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}
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public function accept(Quote $quote): RedirectResponse
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{
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$this->authorize('update', $quote);
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try {
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$quote->transitionTo('accepted');
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Quote accepted.');
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}
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public function decline(Quote $quote): RedirectResponse
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{
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$this->authorize('update', $quote);
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try {
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$quote->transitionTo('declined');
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} catch (\DomainException $e) {
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return back()->withErrors(['status' => $e->getMessage()]);
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}
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return back()->with('success', 'Quote declined.');
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}
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public function convertToInvoice(Quote $quote): RedirectResponse
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{
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$this->authorize('update', $quote);
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if ($quote->status !== 'accepted') {
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return back()->withErrors(['status' => 'Only accepted quotes can be converted to invoices.']);
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}
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$invoice = DB::transaction(function () use ($quote) {
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$quote->load('items');
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$invoice = Invoice::create([
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'tenant_id' => $quote->tenant_id,
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'contact_id' => $quote->contact_id,
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'issue_date' => now()->toDateString(),
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'status' => 'draft',
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'created_by' => auth()->id(),
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]);
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$invoice->update([
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'number' => 'INV-' . now()->format('Y') . '-' . str_pad((string) $invoice->id, 5, '0', STR_PAD_LEFT),
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]);
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foreach ($quote->items as $item) {
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InvoiceItem::create([
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'invoice_id' => $invoice->id,
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'description' => $item->description,
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'quantity' => $item->quantity,
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'unit_price' => $item->unit_price,
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'tax_rate' => $item->tax_rate,
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]);
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}
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return $invoice;
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});
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return redirect()->route('finance.invoices.show', $invoice)
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->with('success', 'Quote converted to invoice.');
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}
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public function destroy(Quote $quote): RedirectResponse
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{
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$this->authorize('delete', $quote);
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$quote->delete();
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return redirect()->route('finance.quotes.index')
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->with('success', 'Quote deleted.');
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}
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}

‎erp/app/Modules/Finance/Http/Requests/StoreQuoteRequest.php‎

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<?php
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namespace App\Modules\Finance\Http\Requests;
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use Illuminate\Foundation\Http\FormRequest;
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use Illuminate\Validation\Rule;
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class StoreQuoteRequest extends FormRequest
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{
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public function authorize(): bool { return true; }
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public function rules(): array
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{
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return [
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'contact_id' => ['nullable', Rule::exists('contacts', 'id')],
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'issue_date' => ['required', 'date'],
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'expiry_date' => ['nullable', 'date', 'after_or_equal:issue_date'],
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'notes' => ['nullable', 'string'],
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'items' => ['required', 'array', 'min:1'],
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'items.*.description' => ['required', 'string'],
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'items.*.quantity' => ['required', 'numeric', 'min:0.01'],
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'items.*.unit_price' => ['required', 'numeric', 'min:0'],
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'items.*.tax_rate' => ['required', 'numeric', 'min:0', 'max:100'],
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];
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}
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}

‎erp/app/Modules/Finance/Http/Resources/QuoteResource.php‎

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<?php
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namespace App\Modules\Finance\Http\Resources;
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use Illuminate\Http\Request;
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use Illuminate\Http\Resources\Json\JsonResource;
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class QuoteResource extends JsonResource
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{
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public function toArray(Request $request): array
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{
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return [
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'id' => $this->id,
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'number' => $this->number,
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'status' => $this->status,
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'issue_date' => $this->issue_date?->toDateString(),
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'expiry_date' => $this->expiry_date?->toDateString(),
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'notes' => $this->notes,
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'contact' => $this->whenLoaded('contact', fn () => $this->contact ? [
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'id' => $this->contact->id, 'name' => $this->contact->name,
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] : null),
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'items' => $this->whenLoaded('items', fn () => $this->items->map(fn ($item) => [
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'id' => $item->id,
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'description' => $item->description,
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'quantity' => $item->quantity,
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'unit_price' => $item->unit_price,
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'tax_rate' => $item->tax_rate,
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'line_total' => $item->line_total,
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])),
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'subtotal' => $this->whenLoaded('items', fn () => $this->subtotal),
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'tax_total' => $this->whenLoaded('items', fn () => $this->tax_total),
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'total' => $this->whenLoaded('items', fn () => $this->total),
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'transitions' => $this->availableTransitions(),
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'created_by' => $this->whenLoaded('creator', fn () => $this->creator?->name),
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'created_at' => $this->created_at,
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];
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}
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}

‎erp/app/Modules/Finance/routes/finance.php‎

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use App\Modules\Finance\Http\Controllers\ContactController;
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use App\Modules\Finance\Http\Controllers\InvoiceController;
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use App\Modules\Finance\Http\Controllers\JournalEntryController;
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use App\Modules\Finance\Http\Controllers\QuoteController;
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use App\Modules\Finance\Http\Controllers\ReportController;
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use Illuminate\Support\Facades\Route;
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Route::post('bills/{bill}/payments', [BillController::class, 'recordPayment'])
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->name('bills.payments.store');
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// Quotes
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Route::get('quotes', [QuoteController::class, 'index'])->name('quotes.index');
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Route::get('quotes/create', [QuoteController::class, 'create'])->name('quotes.create');
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Route::post('quotes', [QuoteController::class, 'store'])->name('quotes.store');
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Route::get('quotes/{quote}', [QuoteController::class, 'show'])->name('quotes.show');
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Route::patch('quotes/{quote}/send', [QuoteController::class, 'send'])->name('quotes.send');
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Route::patch('quotes/{quote}/accept', [QuoteController::class, 'accept'])->name('quotes.accept');
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Route::patch('quotes/{quote}/decline', [QuoteController::class, 'decline'])->name('quotes.decline');
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Route::post('quotes/{quote}/convert', [QuoteController::class, 'convertToInvoice'])->name('quotes.convert');
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Route::delete('quotes/{quote}', [QuoteController::class, 'destroy'])->name('quotes.destroy');
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// Reports
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Route::get('reports/trial-balance', [ReportController::class, 'trialBalance'])
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->name('reports.trial-balance');

‎erp/resources/js/Components/Finance/QuoteStatusBadge.tsx‎

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import type { QuoteStatus } from '@/types/finance';
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const COLORS: Record<QuoteStatus, string> = {
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draft: 'bg-slate-100 text-slate-600',
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sent: 'bg-blue-100 text-blue-700',
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accepted: 'bg-green-100 text-green-700',
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declined: 'bg-red-100 text-red-700',
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cancelled: 'bg-red-100 text-red-600',
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};
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export function QuoteStatusBadge({ status }: { status: QuoteStatus }) {
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return (
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<span className={`inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium ${COLORS[status] ?? 'bg-slate-100 text-slate-600'}`}>
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{status.charAt(0).toUpperCase() + status.slice(1)}
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</span>
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);
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}

‎erp/resources/js/Components/Layout/Sidebar.tsx‎

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permission: 'finance.view',
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children: [
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{ label: 'Invoices', href: '/finance/invoices', icon: <span /> },
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{ label: 'Quotes', href: '/finance/quotes', icon: <span /> },
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{ label: 'Contacts', href: '/finance/contacts', icon: <span /> },
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{ label: 'Journal Entries', href: '/finance/journal-entries', icon: <span /> },
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{ label: 'Chart of Accounts', href: '/finance/accounts', icon: <span /> },

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