feat: Enhance invoice creation and editing with improved part selection and error handling
This commit is contained in:
@ -52,6 +52,10 @@ class Create extends Component
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public $service_items = [];
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public $filteredParts = [];
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public $partSearchTerms = [];
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public function mount()
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{
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$this->invoice_date = now()->format('Y-m-d');
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@ -63,6 +67,9 @@ class Create extends Component
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$this->parts = Part::where('status', 'active')->orderBy('name')->get();
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$this->service_items = ServiceItem::where('status', 'active')->orderBy('service_name')->get();
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// Initialize filtered parts and search terms for each line item
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$this->filteredParts = $this->parts->toArray();
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// Initialize with one empty line item
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$this->addLineItem();
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}
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@ -181,10 +188,12 @@ class Create extends Component
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}
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// Create invoice
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$branch = Branch::find($this->branch_id);
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$invoice = Invoice::create([
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'customer_id' => $this->customer_id,
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'branch_id' => $this->branch_id,
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'created_by' => Auth::id(),
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'invoice_number' => Invoice::generateInvoiceNumber($branch->code ?? 'MAIN'),
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'invoice_date' => $this->invoice_date,
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'due_date' => $this->due_date,
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'description' => $this->description,
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@ -7,6 +7,7 @@ use App\Models\Estimate;
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use App\Models\Invoice;
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use App\Models\Part;
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use App\Models\ServiceItem;
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use Illuminate\Support\Facades\DB;
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use Livewire\Attributes\Validate;
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use Livewire\Component;
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@ -152,40 +153,59 @@ class CreateFromEstimate extends Component
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{
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$this->validate();
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$invoice = Invoice::create([
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'job_card_id' => $this->estimate->job_card_id,
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'estimate_id' => $this->estimate->id,
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'customer_id' => $this->estimate->customer_id,
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'branch_id' => $this->branch_id,
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'created_by' => auth()->id(),
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'invoice_number' => Invoice::generateInvoiceNumber($this->branch_id),
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'subject' => $this->subject,
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'description' => $this->description,
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'invoice_date' => $this->invoice_date,
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'due_date' => $this->due_date,
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'subtotal' => $this->subtotal,
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'tax_rate' => $this->tax_rate,
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'tax_amount' => $this->taxAmount,
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'total_amount' => $this->total,
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'status' => 'draft',
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]);
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// Create line items
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foreach ($this->lineItems as $item) {
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$invoice->invoiceLineItems()->create([
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'type' => $item['type'],
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'service_item_id' => $item['service_item_id'] ?: null,
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'part_id' => $item['part_id'] ?: null,
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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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'total' => $item['total'],
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DB::transaction(function () {
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$branch = Branch::find($this->branch_id);
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$invoice = Invoice::create([
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'job_card_id' => $this->estimate->job_card_id,
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'estimate_id' => $this->estimate->id,
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'customer_id' => $this->estimate->customer_id,
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'branch_id' => $this->branch_id,
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'created_by' => auth()->id(),
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'invoice_number' => Invoice::generateInvoiceNumber($branch->code ?? 'MAIN'),
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'subject' => $this->subject,
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'description' => $this->description,
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'invoice_date' => $this->invoice_date,
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'due_date' => $this->due_date,
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'subtotal' => $this->estimate->subtotal_amount,
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'tax_rate' => 10.0, // Default tax rate
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'tax_amount' => $this->estimate->tax_amount,
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'total_amount' => $this->estimate->total_amount,
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'status' => 'draft',
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]);
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}
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// Copy line items from estimate to invoice
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foreach ($this->estimate->lineItems as $estimateItem) {
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// Map estimate line item types to invoice line item types
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$invoiceType = match ($estimateItem->type) {
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'parts' => 'part',
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'labour' => 'labour',
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'miscellaneous' => 'other',
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default => $estimateItem->type
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};
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$lineItemData = [
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'type' => $invoiceType,
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'description' => $estimateItem->description,
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'quantity' => $estimateItem->quantity,
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'unit_price' => $estimateItem->unit_price,
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'total_amount' => $estimateItem->total_amount,
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];
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// Add part reference if it's a parts item
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if ($estimateItem->type === 'parts' && $estimateItem->part_id) {
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$lineItemData['part_id'] = $estimateItem->part_id;
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$lineItemData['part_number'] = $estimateItem->part->part_number ?? null;
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}
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$invoice->invoiceLineItems()->create($lineItemData);
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}
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$this->invoice = $invoice;
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});
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session()->flash('success', 'Invoice created successfully from estimate.');
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return redirect()->route('invoices.show', $invoice);
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return redirect()->route('invoices.show', $this->invoice);
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}
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public function render()
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@ -82,7 +82,7 @@
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Create Work Order
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</flux:menu.item>
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@can('create', \App\Models\Invoice::class)
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<flux:menu.item icon="document-text" wire:click="convertToInvoice">
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<flux:menu.item icon="document-text" href="{{ route('invoices.create-from-estimate', $estimate) }}">
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Convert to Invoice
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</flux:menu.item>
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@endcan
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@ -1,171 +1,207 @@
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<div class="max-w-7xl mx-auto">
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<div class="mb-6">
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<div class="flex items-center justify-between">
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<div>
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<h1 class="text-2xl font-semibold text-gray-900">Create Invoice from Estimate</h1>
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<p class="mt-1 text-sm text-gray-600">Converting estimate #{{ $estimate->estimate_number }} to invoice</p>
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</div>
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<div class="flex space-x-3">
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<flux:button variant="outline" href="{{ route('estimates.show', $estimate) }}">
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Back to Estimate
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</flux:button>
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</div>
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</div>
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</div>
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<div>
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<x-slot name="title">Create Invoice from Estimate</x-slot>
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<!-- Estimate Reference -->
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<div class="bg-blue-50 border border-blue-200 rounded-lg p-4 mb-6">
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<div class="flex items-center">
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<flux:icon name="document-text" class="h-5 w-5 text-blue-400 mr-2" />
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<div>
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<h3 class="text-sm font-medium text-blue-800">Source Estimate</h3>
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<p class="text-sm text-blue-600">{{ $estimate->subject }} - {{ $estimate->estimate_number }}</p>
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</div>
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</div>
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</div>
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<div class="py-12">
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<div class="max-w-7xl mx-auto sm:px-6 lg:px-8">
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<div class="bg-white dark:bg-zinc-800 overflow-hidden shadow-sm sm:rounded-lg">
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<div class="p-6 text-zinc-900 dark:text-zinc-100">
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<div class="flex justify-between items-center mb-6">
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<div>
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<h2 class="text-2xl font-semibold">Create Invoice from Estimate #{{ $estimate->estimate_number }}</h2>
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<p class="text-sm text-zinc-600 dark:text-zinc-400 mt-1">Converting estimate to invoice</p>
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</div>
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<a href="{{ route('invoices.index') }}" class="text-zinc-600 hover:text-zinc-900 dark:text-zinc-400 dark:hover:text-zinc-100">
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← Back to Invoices
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</a>
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</div>
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<form wire:submit="save" class="space-y-6">
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@if ($errors->any())
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<div class="mb-4 p-4 bg-red-100 border border-red-400 text-red-700 rounded">
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<ul>
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@foreach ($errors->all() as $error)
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<li>{{ $error }}</li>
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@endforeach
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</ul>
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</div>
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@endif
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<form wire:submit="save" class="space-y-6">
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<!-- Basic Information -->
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<div class="bg-white shadow rounded-lg p-6">
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<h3 class="text-lg font-medium text-gray-900 mb-4">Invoice Details</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<flux:field>
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<flux:label>Subject</flux:label>
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<flux:input wire:model="subject" placeholder="Invoice subject" />
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<flux:error name="subject" />
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</flux:field>
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</div>
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<!-- Customer Information (Read-only) -->
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<div class="bg-zinc-50 dark:bg-zinc-700 p-4 rounded-lg">
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<h3 class="text-lg font-medium mb-4">Customer Information</h3>
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<div class="space-y-2">
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<p><strong>Name:</strong> {{ $estimate->customer->first_name }} {{ $estimate->customer->last_name }}</p>
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<p><strong>Email:</strong> {{ $estimate->customer->email }}</p>
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<p><strong>Phone:</strong> {{ $estimate->customer->phone }}</p>
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</div>
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</div>
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<div>
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<flux:field>
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<flux:label>Branch</flux:label>
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<flux:select wire:model="branch_id">
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<flux:option value="">Select branch</flux:option>
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@foreach($branches as $branch)
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<flux:option value="{{ $branch->id }}">{{ $branch->name }}</flux:option>
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@endforeach
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</flux:select>
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<flux:error name="branch_id" />
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</flux:field>
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</div>
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<!-- Estimate Information (Read-only) -->
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<div class="bg-zinc-50 dark:bg-zinc-700 p-4 rounded-lg">
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<h3 class="text-lg font-medium mb-4">Original Estimate</h3>
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<div class="space-y-2">
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<p><strong>Estimate #:</strong> {{ $estimate->estimate_number }}</p>
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<p><strong>Date:</strong> {{ $estimate->estimate_date->format('Y-m-d') }}</p>
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<p><strong>Total:</strong> ${{ number_format($estimate->total_amount, 2) }}</p>
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<p><strong>Status:</strong> {{ ucfirst($estimate->status) }}</p>
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</div>
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</div>
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</div>
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<div>
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<flux:field>
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<flux:label>Invoice Date</flux:label>
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<flux:input type="date" wire:model="invoice_date" />
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<flux:error name="invoice_date" />
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</flux:field>
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</div>
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<!-- Invoice Details -->
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<div class="bg-white dark:bg-zinc-800 shadow rounded-lg p-6">
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<h3 class="text-lg font-medium text-zinc-900 dark:text-zinc-100 mb-4">Invoice Details</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<label for="subject" class="block text-sm font-medium text-zinc-700 dark:text-zinc-300 mb-2">
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Invoice Subject *
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</label>
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<input type="text"
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id="subject"
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wire:model="subject"
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placeholder="Invoice subject"
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class="w-full px-3 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm focus:outline-none focus:ring-orange-500 focus:border-orange-500 dark:bg-zinc-700 dark:text-zinc-100">
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@error('subject')
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<span class="text-red-500 text-sm">{{ $message }}</span>
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@enderror
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</div>
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<div>
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<flux:field>
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<flux:label>Due Date</flux:label>
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<flux:input type="date" wire:model="due_date" />
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<flux:error name="due_date" />
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</flux:field>
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</div>
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<div>
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<label for="branch_id" class="block text-sm font-medium text-zinc-700 dark:text-zinc-300 mb-2">
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Branch *
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</label>
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<select id="branch_id"
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wire:model="branch_id"
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class="w-full px-3 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm focus:outline-none focus:ring-orange-500 focus:border-orange-500 dark:bg-zinc-700 dark:text-zinc-100">
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<option value="">Select branch</option>
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@foreach($branches as $branch)
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<option value="{{ $branch->id }}">{{ $branch->name }} ({{ $branch->code }})</option>
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@endforeach
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</select>
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@error('branch_id')
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<span class="text-red-500 text-sm">{{ $message }}</span>
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@enderror
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</div>
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<div class="md:col-span-2">
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<flux:field>
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<flux:label>Description</flux:label>
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<flux:textarea wire:model="description" rows="3" placeholder="Invoice description..." />
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<flux:error name="description" />
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</flux:field>
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</div>
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<div>
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<label for="invoice_date" class="block text-sm font-medium text-zinc-700 dark:text-zinc-300 mb-2">
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Invoice Date *
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</label>
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<input type="date"
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id="invoice_date"
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wire:model="invoice_date"
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class="w-full px-3 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm focus:outline-none focus:ring-orange-500 focus:border-orange-500 dark:bg-zinc-700 dark:text-zinc-100">
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@error('invoice_date')
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<span class="text-red-500 text-sm">{{ $message }}</span>
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@enderror
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</div>
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<div>
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<label for="due_date" class="block text-sm font-medium text-zinc-700 dark:text-zinc-300 mb-2">
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Due Date *
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</label>
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<input type="date"
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id="due_date"
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wire:model="due_date"
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class="w-full px-3 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm focus:outline-none focus:ring-orange-500 focus:border-orange-500 dark:bg-zinc-700 dark:text-zinc-100">
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@error('due_date')
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<span class="text-red-500 text-sm">{{ $message }}</span>
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@enderror
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</div>
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<div class="md:col-span-2">
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<label for="description" class="block text-sm font-medium text-zinc-700 dark:text-zinc-300 mb-2">
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Description
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</label>
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<textarea id="description"
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wire:model="description"
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rows="3"
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placeholder="Additional notes or description for this invoice..."
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class="w-full px-3 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm focus:outline-none focus:ring-orange-500 focus:border-orange-500 dark:bg-zinc-700 dark:text-zinc-100"></textarea>
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@error('description')
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<span class="text-red-500 text-sm">{{ $message }}</span>
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@enderror
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</div>
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</div>
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</div>
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<!-- Line Items Preview -->
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<div class="bg-white dark:bg-zinc-800 shadow rounded-lg p-6">
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<h3 class="text-lg font-medium text-zinc-900 dark:text-zinc-100 mb-4">Line Items to be Converted</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-zinc-200 dark:divide-zinc-600">
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<thead class="bg-zinc-50 dark:bg-zinc-700">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Type</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Item</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Description</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Qty</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Unit Price</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-zinc-500 dark:text-zinc-300 uppercase tracking-wider">Total</th>
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</tr>
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</thead>
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<tbody class="bg-white dark:bg-zinc-800 divide-y divide-zinc-200 dark:divide-zinc-600">
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@foreach($estimate->lineItems as $item)
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<tr>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-zinc-900 dark:text-zinc-100">
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{{ ucfirst($item->type) }}
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-zinc-900 dark:text-zinc-100">
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@if($item->type === 'parts' && $item->part)
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{{ $item->part->name }} ({{ $item->part->part_number }})
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@else
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{{ $item->description }}
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@endif
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</td>
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<td class="px-6 py-4 text-sm text-zinc-900 dark:text-zinc-100">
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{{ $item->description }}
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-zinc-900 dark:text-zinc-100">
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{{ $item->quantity }}
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-zinc-900 dark:text-zinc-100">
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${{ number_format($item->unit_price, 2) }}
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-zinc-900 dark:text-zinc-100">
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${{ number_format($item->total_amount, 2) }}
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</td>
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</tr>
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@endforeach
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</tbody>
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<tfoot class="bg-zinc-50 dark:bg-zinc-700">
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<tr>
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<td colspan="5" class="px-6 py-4 text-right text-sm font-medium text-zinc-900 dark:text-zinc-100">
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Total Amount:
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-zinc-900 dark:text-zinc-100">
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${{ number_format($estimate->total_amount, 2) }}
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</td>
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</tr>
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</tfoot>
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</table>
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</div>
|
||||
</div>
|
||||
|
||||
<div class="flex justify-end space-x-4">
|
||||
<a href="{{ route('invoices.index') }}"
|
||||
class="px-4 py-2 border border-zinc-300 dark:border-zinc-600 rounded-md shadow-sm text-sm font-medium text-zinc-700 dark:text-zinc-300 bg-white dark:bg-zinc-800 hover:bg-zinc-50 dark:hover:bg-zinc-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-orange-500">
|
||||
Cancel
|
||||
</a>
|
||||
<button type="submit"
|
||||
wire:loading.attr="disabled"
|
||||
class="px-4 py-2 border border-transparent rounded-md shadow-sm text-sm font-medium text-white bg-orange-600 hover:bg-orange-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-orange-500 disabled:opacity-50">
|
||||
<span wire:loading.remove>Create Invoice</span>
|
||||
<span wire:loading>Creating...</span>
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Line Items -->
|
||||
<div class="bg-white shadow rounded-lg p-6">
|
||||
<div class="flex items-center justify-between mb-4">
|
||||
<h3 class="text-lg font-medium text-gray-900">Line Items</h3>
|
||||
<flux:button type="button" wire:click="addLineItem" variant="outline">
|
||||
Add Item
|
||||
</flux:button>
|
||||
</div>
|
||||
|
||||
<div class="space-y-4">
|
||||
@foreach($lineItems as $index => $item)
|
||||
<div class="border border-gray-200 rounded-lg p-4">
|
||||
<div class="flex items-center justify-between mb-4">
|
||||
<h4 class="text-sm font-medium text-gray-900">Item {{ $index + 1 }}</h4>
|
||||
@if(count($lineItems) > 1)
|
||||
<flux:button type="button" wire:click="removeLineItem({{ $index }})" variant="danger" size="sm">
|
||||
Remove
|
||||
</flux:button>
|
||||
@endif
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-6 gap-4">
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Type</flux:label>
|
||||
<flux:select wire:model="lineItems.{{ $index }}.type">
|
||||
<flux:option value="service">Service</flux:option>
|
||||
<flux:option value="part">Part</flux:option>
|
||||
<flux:option value="other">Other</flux:option>
|
||||
</flux:select>
|
||||
</flux:field>
|
||||
</div>
|
||||
|
||||
@if($item['type'] === 'service')
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Service Item</flux:label>
|
||||
<flux:select wire:model="lineItems.{{ $index }}.service_item_id">
|
||||
<flux:option value="">Select service</flux:option>
|
||||
@foreach($serviceItems as $serviceItem)
|
||||
<flux:option value="{{ $serviceItem->id }}">{{ $serviceItem->name }} - ${{ number_format($serviceItem->price, 2) }}</flux:option>
|
||||
@endforeach
|
||||
</flux:select>
|
||||
</flux:field>
|
||||
</div>
|
||||
@elseif($item['type'] === 'part')
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Part</flux:label>
|
||||
<select wire:model="lineItems.{{ $index }}.part_id" class="w-full px-3 py-2 border border-gray-300 rounded-md shadow-sm focus:outline-none focus:ring-indigo-500 focus:border-indigo-500">
|
||||
<option value="">Select part</option>
|
||||
@foreach($parts as $part)
|
||||
<option value="{{ $part->id }}">{{ $part->part_number }} - {{ $part->name }} - ${{ number_format($part->sell_price, 2) }}</option>
|
||||
@endforeach
|
||||
</select>
|
||||
</flux:field>
|
||||
</div>
|
||||
@else
|
||||
<div></div>
|
||||
@endif
|
||||
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Description</flux:label>
|
||||
<flux:input wire:model="lineItems.{{ $index }}.description" placeholder="Description" />
|
||||
</flux:field>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Quantity</flux:label>
|
||||
<flux:input type="number" wire:model="lineItems.{{ $index }}.quantity" min="1" step="1" />
|
||||
</flux:field>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Unit Price</flux:label>
|
||||
<flux:input type="number" wire:model="lineItems.{{ $index }}.unit_price" step="0.01" min="0" />
|
||||
</flux:field>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<flux:field>
|
||||
<flux:label>Total</flux:label>
|
||||
<flux:input value="${{ number_format($item['total'], 2) }}" readonly />
|
||||
</flux:field>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@endforeach
|
||||
</div>
|
||||
|
||||
@ -78,7 +78,7 @@
|
||||
@if($item['type'] === 'parts')
|
||||
<div class="md:col-span-3">
|
||||
<flux:label>Part</flux:label>
|
||||
<select wire:model="line_items.{{ $index }}.part_id" class="w-full rounded-md border-zinc-300 dark:border-zinc-600 bg-white dark:bg-zinc-800 text-zinc-900 dark:text-zinc-100 shadow-sm focus:border-blue-500 focus:ring-blue-500">
|
||||
<select wire:model.live="line_items.{{ $index }}.part_id" class="w-full rounded-md border-zinc-300 dark:border-zinc-600 bg-white dark:bg-zinc-800 text-zinc-900 dark:text-zinc-100 shadow-sm focus:border-blue-500 focus:ring-blue-500">
|
||||
<option value="">Select part...</option>
|
||||
@if(count($parts) === 0)
|
||||
<option value="" disabled>No parts available</option>
|
||||
|
||||
@ -84,7 +84,7 @@
|
||||
@if($item['type'] === 'parts')
|
||||
<div class="md:col-span-3">
|
||||
<flux:label>Part</flux:label>
|
||||
<select wire:model="line_items.{{ $index }}.part_id" class="w-full rounded-md border-zinc-300 dark:border-zinc-600 bg-white dark:bg-zinc-800 text-zinc-900 dark:text-zinc-100 shadow-sm focus:border-blue-500 focus:ring-blue-500">
|
||||
<select wire:model.live="line_items.{{ $index }}.part_id" class="w-full rounded-md border-zinc-300 dark:border-zinc-600 bg-white dark:bg-zinc-800 text-zinc-900 dark:text-zinc-100 shadow-sm focus:border-blue-500 focus:ring-blue-500">
|
||||
<option value="">Select part...</option>
|
||||
@if(count($parts) === 0)
|
||||
<option value="" disabled>No parts available</option>
|
||||
|
||||
Reference in New Issue
Block a user