Clone estimates (#97)

* Clone estimates * Clone estimate test feature * Resolve namespace * Fix string to int for Carbon * Fix homes routes and default queue key * Move dropdown item below View and use the propper translation key
2026-04-14 00:34:05 +00:00 · 2024-06-06 12:16:41 +02:00
parent 14c599ed4f
commit bb8258036a
25 changed files with 262 additions and 2 deletions
--- a/.env.example
+++ b/.env.example
@@ -23,7 +23,7 @@ DB_PASSWORD="invoiceshelf"

 BROADCAST_CONNECTION=log
 CACHE_STORE=file
-QUEUE_DRIVER=sync
+QUEUE_CONNECTION=sync
 SESSION_DRIVER=cookie
 SESSION_LIFETIME=1440
 SESSION_ENCRYPT=false
--- a/app/Http/Controllers/V1/Admin/Estimate/CloneEstimateController.php
+++ b/app/Http/Controllers/V1/Admin/Estimate/CloneEstimateController.php
@@ -0,0 +1,131 @@
+<?php
+
+namespace App\Http\Controllers\V1\Admin\Estimate;
+
+use App\Http\Controllers\Controller;
+use App\Http\Resources\EstimateResource;
+use App\Models\CompanySetting;
+use App\Models\Estimate;
+use App\Services\SerialNumberFormatter;
+use Carbon\Carbon;
+use Illuminate\Http\Request;
+use Vinkla\Hashids\Facades\Hashids;
+
+class CloneEstimateController extends Controller
+{
+    /**
+     * Mail a specific invoice to the corresponding customer's email address.
+     *
+     * @return \Illuminate\Http\JsonResponse
+     */
+    public function __invoke(Request $request, Estimate $estimate)
+    {
+        $this->authorize('create', Estimate::class);
+
+        $date = Carbon::now();
+
+        $serial = (new SerialNumberFormatter())
+            ->setModel($estimate)
+            ->setCompany($estimate->company_id)
+            ->setCustomer($estimate->customer_id)
+            ->setNextNumbers();
+
+        $due_date = null;
+        $dueDateEnabled = CompanySetting::getSetting(
+            'estimate_set_expiry_date_automatically',
+            $request->header('company')
+        );
+
+        if ($dueDateEnabled === 'YES') {
+            $dueDateDays = intval(CompanySetting::getSetting(
+                'estimate_expiry_date_days',
+                $request->header('company')
+            ));
+            $due_date = Carbon::now()->addDays($dueDateDays)->format('Y-m-d');
+        }
+
+        $exchange_rate = $estimate->exchange_rate;
+
+        $newEstimate = Estimate::create([
+            'estimate_date' => $date->format('Y-m-d'),
+            'expiry_date' => $due_date,
+            'estimate_number' => $serial->getNextNumber(),
+            'sequence_number' => $serial->nextSequenceNumber,
+            'customer_sequence_number' => $serial->nextCustomerSequenceNumber,
+            'reference_number' => $estimate->reference_number,
+            'customer_id' => $estimate->customer_id,
+            'company_id' => $request->header('company'),
+            'template_name' => $estimate->template_name,
+            'status' => Estimate::STATUS_DRAFT,
+            'sub_total' => $estimate->sub_total,
+            'discount' => $estimate->discount,
+            'discount_type' => $estimate->discount_type,
+            'discount_val' => $estimate->discount_val,
+            'total' => $estimate->total,
+            'due_amount' => $estimate->total,
+            'tax_per_item' => $estimate->tax_per_item,
+            'discount_per_item' => $estimate->discount_per_item,
+            'tax' => $estimate->tax,
+            'notes' => $estimate->notes,
+            'exchange_rate' => $exchange_rate,
+            'base_total' => $estimate->total * $exchange_rate,
+            'base_discount_val' => $estimate->discount_val * $exchange_rate,
+            'base_sub_total' => $estimate->sub_total * $exchange_rate,
+            'base_tax' => $estimate->tax * $exchange_rate,
+            'base_due_amount' => $estimate->total * $exchange_rate,
+            'currency_id' => $estimate->currency_id,
+            'sales_tax_type' => $estimate->sales_tax_type,
+            'sales_tax_address_type' => $estimate->sales_tax_address_type,
+        ]);
+
+        $newEstimate->unique_hash = Hashids::connection(Estimate::class)->encode($newEstimate->id);
+        $newEstimate->save();
+        $estimate->load('items.taxes');
+
+        $estimateItems = $estimate->items->toArray();
+
+        foreach ($estimateItems as $estimateItem) {
+            $estimateItem['company_id'] = $request->header('company');
+            $estimateItem['name'] = $estimateItem['name'];
+            $estimateItem['exchange_rate'] = $exchange_rate;
+            $estimateItem['base_price'] = $estimateItem['price'] * $exchange_rate;
+            $estimateItem['base_discount_val'] = $estimateItem['discount_val'] * $exchange_rate;
+            $estimateItem['base_tax'] = $estimateItem['tax'] * $exchange_rate;
+            $estimateItem['base_total'] = $estimateItem['total'] * $exchange_rate;
+
+            $item = $newEstimate->items()->create($estimateItem);
+
+            if (array_key_exists('taxes', $estimateItem) && $estimateItem['taxes']) {
+                foreach ($estimateItem['taxes'] as $tax) {
+                    $tax['company_id'] = $request->header('company');
+
+                    if ($tax['amount']) {
+                        $item->taxes()->create($tax);
+                    }
+                }
+            }
+        }
+
+        if ($estimate->taxes) {
+            foreach ($estimate->taxes->toArray() as $tax) {
+                $tax['company_id'] = $request->header('company');
+                $newEstimate->taxes()->create($tax);
+            }
+        }
+
+        if ($estimate->fields()->exists()) {
+            $customFields = [];
+
+            foreach ($estimate->fields as $data) {
+                $customFields[] = [
+                    'id' => $data->custom_field_id,
+                    'value' => $data->defaultAnswer,
+                ];
+            }
+
+            $newEstimate->addCustomFields($customFields);
+        }
+
+        return new EstimateResource($newEstimate);
+    }
+}
--- a/app/Providers/AppServiceProvider.php
+++ b/app/Providers/AppServiceProvider.php
@@ -35,7 +35,16 @@ class AppServiceProvider extends ServiceProvider
     *
     * @var string
     */
-    public const HOME = '/home';
+    public const HOME = '/admin/dashboard';
+
+    /**
+     * The path to the "customer home" route for your application.
+     *
+     * This is used by Laravel authentication to redirect customers after login.
+     *
+     * @var string
+     */
+    public const CUSTOMER_HOME = '/customer/dashboard';

    /**
     * Bootstrap any application services.
--- a/lang/ar.json
+++ b/lang/ar.json
@@ -304,6 +304,9 @@
    "record_payment": "تسجيل مدفوات",
    "add_estimate": "إضافة تقدير",
    "save_estimate": "حفظ التقدير",
+    "cloned_successfully": "تم استنساخ العرض بنجاح",
+    "clone_estimate": "استنساخ العرض",
+    "confirm_clone": "سيتم استنساخ هذا العرض إلى عرض جديد",
    "confirm_conversion": "هل تريد تحويل هذا التقدير إلى فاتورة؟",
    "conversion_message": "تم إنشاء الفاتورة بنجاح",
    "confirm_send_estimate": "سيتم إرسال هذا التقدير بالبريد الإلكتروني إلى العميل",
--- a/lang/cs.json
+++ b/lang/cs.json
@@ -304,6 +304,9 @@
    "record_payment": "Zaznamenat platbu",
    "add_estimate": "Přidat nabídku",
    "save_estimate": "Uložit nabídku",
+    "cloned_successfully": "Devis úspěšně zkopírován",
+    "clone_estimate": "Klonovat devis",
+    "confirm_clone": "Tento devis bude zkopírován do nového devisu",
    "confirm_conversion": "Tento odhad bude použit k vytvoření nové faktury.",
    "conversion_message": "Faktura byla úspěšně vytvořena",
    "confirm_send_estimate": "Tento odhad bude zaslán e-mailem zákazníkovi",
--- a/lang/de.json
+++ b/lang/de.json
@@ -304,6 +304,9 @@
    "record_payment": "Zahlung erfassen",
    "add_estimate": "Angebote hinzufügen",
    "save_estimate": "Angebot speichern",
+    "cloned_successfully": "Angebot erfolgreich geklont",
+    "clone_estimate": "Angebot klonen",
+    "confirm_clone": "Dieses Angebot wird in ein neues Angebot kopiert",
    "confirm_conversion": "Dieses Angebot wird verwendet, um eine neue Rechnung zu erstellen.",
    "conversion_message": "Rechnung erfolgreich erstellt",
    "confirm_send_estimate": "Das Angebot wird per E-Mail an den Kunden gesendet",
--- a/lang/el.json
+++ b/lang/el.json
@@ -304,6 +304,9 @@
    "record_payment": "Καταγραφή Πληρωμής",
    "add_estimate": "Νέα Εκτίμηση",
    "save_estimate": "Νέα Εκτίμηση",
+    "cloned_successfully": "Η προσφορά κλωνοποιήθηκε με επιτυχία",
+    "clone_estimate": "Κλωνοποίηση προσφοράς",
+    "confirm_clone": "Αυτή η προσφορά θα κλωνοποιηθεί σε μια νέα προσφορά",
    "confirm_conversion": "Αυτή η εκτίμηση θα χρησιμοποιηθεί για τη δημιουργία ενός νέου τιμολογίου.",
    "conversion_message": "Το τιμολόγιο κλωνοποιήθηκε επιτυχώς",
    "confirm_send_estimate": "Αυτό το τιμολόγιο θα αποσταλεί μέσω email στον πελάτη",
--- a/lang/en.json
+++ b/lang/en.json
@@ -323,6 +323,9 @@
    "record_payment": "Record Payment",
    "add_estimate": "Add Estimate",
    "save_estimate": "Save Estimate",
+    "cloned_successfully": "Estimate cloned successfully",
+    "clone_estimate": "Clone Estimate",
+    "confirm_clone": "This Estimate will be cloned into a new Estimate",
    "confirm_conversion": "This estimate will be used to create a new Invoice.",
    "conversion_message": "Invoice created successful",
    "confirm_send_estimate": "This estimate will be sent via email to the customer",
--- a/lang/es.json
+++ b/lang/es.json
@@ -304,6 +304,9 @@
    "record_payment": "Registro de pago",
    "add_estimate": "Agregar presupuesto",
    "save_estimate": "Guardar presupuesto",
+    "cloned_successfully": "Presupuesto clonado con éxito",
+    "clone_estimate": "Clonar presupuesto",
+    "confirm_clone": "Este presupuesto será clonado en un nuevo presupuesto",
    "confirm_conversion": "¿Quiere convertir este presupuesto en una factura?",
    "conversion_message": "Conversión exitosa",
    "confirm_send_estimate": "Este presupuesto se enviará por correo electrónico al cliente",
--- a/lang/fr.json
+++ b/lang/fr.json
@@ -323,6 +323,9 @@
    "record_payment": "Enregistrer un paiement",
    "add_estimate": "Nouveau devis",
    "save_estimate": "Enregistrer",
+    "cloned_successfully": "Devis dupliqué avec succès",
+    "clone_estimate": "Dupliquer le devis",
+    "confirm_clone": "Ce devis sera dupliqué dans un nouveau devis",
    "confirm_conversion": "Ce devis sera utilisé pour créer une nouvelle facture.",
    "conversion_message": "Conversion réussie",
    "confirm_send_estimate": "Ce devis sera envoyée par email au client",
--- a/lang/it.json
+++ b/lang/it.json
@@ -304,6 +304,9 @@
    "record_payment": "Registra Pagamento",
    "add_estimate": "Aggiungi Preventivo",
    "save_estimate": "Salva Preventivo",
+    "cloned_successfully": "Preventivo clonato con successo",
+    "clone_estimate": "Clonare preventivo",
+    "confirm_clone": "Questo preventivo sarà clonato in un nuovo preventivo",
    "confirm_conversion": "Questo preventivo verrà usato per generare una nuova fattura.",
    "conversion_message": "Fattura creata",
    "confirm_send_estimate": "Questo preventivo verrà inviato al cliente via mail",
--- a/lang/ja.json
+++ b/lang/ja.json
@@ -304,6 +304,9 @@
    "record_payment": "Record Payment",
    "add_estimate": "Add Estimate",
    "save_estimate": "Save Estimate",
+    "cloned_successfully": "見積もりが正常にクローンされました",
+    "clone_estimate": "見積もりをクローン",
+    "confirm_clone": "この見積もりは新しい見積もりにクローンされます",
    "confirm_conversion": "This estimate will be used to create a new Invoice.",
    "conversion_message": "Invoice created successful",
    "confirm_send_estimate": "This estimate will be sent via email to the customer",
--- a/lang/ko.json
+++ b/lang/ko.json
@@ -258,6 +258,9 @@
    "record_payment": "기록 지불",
    "add_estimate": "견적 추가",
    "save_estimate": "견적 저장",
+    "cloned_successfully": "견적이 성공적으로 복제되었습니다",
+    "clone_estimate": "견적 복제",
+    "confirm_clone": "이 견적은 새로운 견적으로 복제될 것입니다",
    "confirm_conversion": "이 견적은 새 인보이스를 만드는 데 사용됩니다.",
    "conversion_message": "인보이스가 성공적으로 생성되었습니다.",
    "confirm_send_estimate": "이 견적은 이메일을 통해 고객에게 전송됩니다.",
--- a/lang/lv.json
+++ b/lang/lv.json
@@ -304,6 +304,9 @@
    "record_payment": "Izveidot maksājumu",
    "add_estimate": "Pievienot aprēķinu",
    "save_estimate": "Saglabāt aprēķinu",
+    "cloned_successfully": "Piedāvājums veiksmīgi klonēts",
+    "clone_estimate": "Klonēt piedāvājumu",
+    "confirm_clone": "Šis piedāvājums tiks klonēts jaunā piedāvājumā",
    "confirm_conversion": "Šis aprēķins tiks izmantots, lai izveidotu jaunu rēķinu.",
    "conversion_message": "Rēķins izveidots veiksmīgi",
    "confirm_send_estimate": "Šis aprēķins tiks nosūtīts klientam e-pastā",
--- a/lang/nl.json
+++ b/lang/nl.json
@@ -304,6 +304,9 @@
    "record_payment": "Betaling registreren",
    "add_estimate": "Offerte toevoegen",
    "save_estimate": "Bewaar offerte",
+    "cloned_successfully": "Offerte succesvol gekloond",
+    "clone_estimate": "Offerte klonen",
+    "confirm_clone": "Deze offerte zal worden gekopieerd naar een nieuwe offerte",
    "confirm_conversion": "Deze offerte wordt gebruikt om een nieuwe factuur te maken.",
    "conversion_message": "Factuur gemaakt",
    "confirm_send_estimate": "Deze offerte wordt via e-mail naar de klant gestuurd",
--- a/lang/pl.json
+++ b/lang/pl.json
@@ -304,6 +304,9 @@
    "record_payment": "Zarejestruj płatność",
    "add_estimate": "Dodaj ofertę",
    "save_estimate": "Zapisz ofertę",
+    "cloned_successfully": "Oferta została pomyślnie sklonowana",
+    "clone_estimate": "Sklonuj ofertę",
+    "confirm_clone": "Ta oferta zostanie sklonowana do nowej oferty",
    "confirm_conversion": "Ta oferta zostanie użyta do utworzenia nowej faktury.",
    "conversion_message": "Faktura została utworzona pomyślnie",
    "confirm_send_estimate": "Ta oferta zostanie wysłana pocztą elektroniczną do kontrahenta",
--- a/lang/pt-br.json
+++ b/lang/pt-br.json
@@ -237,6 +237,9 @@
    "record_payment": "Registro de pago",
    "add_estimate": "Adicionar orçamento",
    "save_estimate": "Salvar Orçamento",
+    "cloned_successfully": "Orçamento clonado com sucesso",
+    "clone_estimate": "Clonar orçamento",
+    "confirm_clone": "Este orçamento será clonado em um novo orçamento",
    "confirm_conversion": "Deseja converter este orçamento em uma fatura?",
    "conversion_message": "Converção realizada com sucesso",
    "confirm_send_estimate": "Este orçamento será enviado por email ao cliente",
--- a/lang/sk.json
+++ b/lang/sk.json
@@ -304,6 +304,9 @@
    "record_payment": "Zaznamenať Platbu",
    "add_estimate": "Vytvoriť Cenový odhad",
    "save_estimate": "Uložiť Cenový odhad",
+    "cloned_successfully": "Ponuka úspešne skopírovaná",
+    "clone_estimate": "Klonovať ponuku",
+    "confirm_clone": "Táto ponuka bude skopírovaná do novej ponuky",
    "confirm_conversion": "Tento cenový odhad bude použitý k vytvoreniu novej Faktúry.",
    "conversion_message": "Faktúra úspešne vytvorená",
    "confirm_send_estimate": "Tento Cenový odhad bude odoslaný zákazníkovi prostredníctvom e-mailu",
--- a/lang/sr.json
+++ b/lang/sr.json
@@ -304,6 +304,9 @@
    "record_payment": "Unesi uplatu",
    "add_estimate": "Dodaj Profakturu",
    "save_estimate": "Sačuvaj Profakturu",
+    "cloned_successfully": "Ponuda uspešno klonirana",
+    "clone_estimate": "Kloniraj ponudu",
+    "confirm_clone": "Ova ponuda će biti klonirana u novu ponudu",
    "confirm_conversion": "Detalji ove Profakture će biti iskorišćeni za pravljenje Fakture.",
    "conversion_message": "Faktura uspešno kreirana",
    "confirm_send_estimate": "Ova Profaktura će biti poslata putem Email-a klijentu",
--- a/lang/sv.json
+++ b/lang/sv.json
@@ -304,6 +304,9 @@
    "record_payment": "Registrera betalning",
    "add_estimate": "Lägg till kostnadsförslag",
    "save_estimate": "Spara kostnadsförslag",
+    "cloned_successfully": "Offert klonades framgångsrikt",
+    "clone_estimate": "Klona offert",
+    "confirm_clone": "Denna offert kommer att klonas till en ny offert",
    "confirm_conversion": "Detta kostnadsförslag används för att skapa ny faktura.",
    "conversion_message": "Faktura skapades",
    "confirm_send_estimate": "Detta kostnadsförslag skickas via epost till kund",
--- a/lang/th.json
+++ b/lang/th.json
@@ -303,6 +303,9 @@
    "record_payment": "บันทึกการชำระเงิน",
    "add_estimate": "เพิ่มค่าใบเสนอราคา",
    "save_estimate": "บันทึกใบเสนอราคา",
+    "cloned_successfully": "โคลนข้อเสนอสำเร็จ",
+    "clone_estimate": "โคลนข้อเสนอ",
+    "confirm_clone": "ข้อเสนอนี้จะถูกโคลนเป็นข้อเสนอใหม่",
    "confirm_conversion": "ใบเสนอราคานี้จะใช้ในการสร้างใบวางบิลใหม่",
    "conversion_message": "ใบวางบิลที่สร้างเสร็จสมบูรณ์",
    "confirm_send_estimate": "ใบเสนอราคานี้จะถูกส่งผ่านทางอีเมลถึงลูกค้า",
--- a/resources/scripts/admin/components/dropdowns/EstimateIndexDropdown.vue
+++ b/resources/scripts/admin/components/dropdowns/EstimateIndexDropdown.vue
@@ -62,6 +62,18 @@
      </BaseDropdownItem>
    </router-link>

+    <!-- Clone Estimate into new estimate  -->
+    <BaseDropdownItem
+      v-if="userStore.hasAbilities(abilities.CREATE_ESTIMATE)"
+      @click="cloneEstimateData(row)"
+    >
+      <BaseIcon
+        name="DocumentTextIcon"
+        class="w-5 h-5 mr-3 text-gray-400 group-hover:text-gray-500"
+      />
+      {{ $t('estimates.clone_estimate') }}
+    </BaseDropdownItem>
+
    <!-- Convert into Invoice  -->
    <BaseDropdownItem
      v-if="userStore.hasAbilities(abilities.CREATE_INVOICE)"
@@ -334,4 +346,24 @@ function copyPdfUrl() {
    message: t('general.copied_pdf_url_clipboard'),
  })
 }
+
+async function cloneEstimateData(data) {
+  dialogStore
+    .openDialog({
+      title: t('general.are_you_sure'),
+      message: t('estimates.confirm_clone'),
+      yesLabel: t('general.ok'),
+      noLabel: t('general.cancel'),
+      variant: 'primary',
+      hideNoButton: false,
+      size: 'lg',
+    })
+    .then((res) => {
+      if (res) {
+        estimateStore.cloneEstimate(data).then((res) => {
+          router.push(`/admin/estimates/${res.data.data.id}/edit`)
+        })
+      }
+    })
+}
 </script>
--- a/resources/scripts/admin/stores/estimate.js
+++ b/resources/scripts/admin/stores/estimate.js
@@ -329,6 +329,25 @@ export const useEstimateStore = (useWindow = false) => {
        })
      },

+      cloneEstimate(data) {
+        return new Promise((resolve, reject) => {
+          axios
+            .post(`/api/v1/estimates/${data.id}/clone`, data)
+            .then((response) => {
+              const notificationStore = useNotificationStore()
+              notificationStore.showNotification({
+                type: 'success',
+                message: global.t('estimates.cloned_successfully'),
+              })
+              resolve(response)
+            })
+            .catch((err) => {
+              handleError(err)
+              reject(err)
+            })
+        })
+      },
+
      markAsAccepted(data) {
        return new Promise((resolve, reject) => {
          axios
--- a/routes/api.php
+++ b/routes/api.php
@@ -12,6 +12,7 @@ use App\Http\Controllers\V1\Admin\Customer\CustomerStatsController;
 use App\Http\Controllers\V1\Admin\CustomField\CustomFieldsController;
 use App\Http\Controllers\V1\Admin\Dashboard\DashboardController;
 use App\Http\Controllers\V1\Admin\Estimate\ChangeEstimateStatusController;
+use App\Http\Controllers\V1\Admin\Estimate\CloneEstimateController;
 use App\Http\Controllers\V1\Admin\Estimate\ConvertEstimateController;
 use App\Http\Controllers\V1\Admin\Estimate\EstimatesController;
 use App\Http\Controllers\V1\Admin\Estimate\EstimateTemplatesController;
@@ -285,6 +286,8 @@ Route::prefix('/v1')->group(function () {

            Route::post('/estimates/{estimate}/send', SendEstimateController::class);

+            Route::post('/estimates/{estimate}/clone', CloneEstimateController::class);
+
            Route::post('/estimates/{estimate}/status', ChangeEstimateStatusController::class);

            Route::post('/estimates/{estimate}/convert-to-invoice', ConvertEstimateController::class);
--- a/tests/Feature/Admin/EstimateTest.php
+++ b/tests/Feature/Admin/EstimateTest.php
@@ -65,6 +65,18 @@ test('create estimate', function () {
    ]);
 });

+test('clone estimate', function () {
+
+    $estimate = Estimate::factory()->create();
+
+    $beforeCount = Estimate::count();
+
+    $response = $this->post("/api/v1/estimates/{$estimate->id}/clone");
+
+    $this->assertDatabaseCount('estimates', $beforeCount + 1);
+
+});
+
 test('store validates using a form request', function () {
    $this->assertActionUsesFormRequest(
        EstimatesController::class,