Modifications to Designs (#3353)

* Working on Quotes

* Naming refactor for Quotes

* Quote Actions

* Quote Pdfs

* Quote PDFs

* Refunds in Stripe

* Fixes tests

* Company Ledger work

app/Console/Commands/CreateTestData.php

@@ -521,7 +521,7 @@ class CreateTestData extends Command
         $invoice_calc = new InvoiceSum($credit);
         $invoice_calc->build();
 
-        $credit = $invoice_calc->getInvoice();
+        $credit = $invoice_calc->getCredit();
 
         $credit->save();
 
@@ -533,8 +533,7 @@ class CreateTestData extends Command
     {
         $faker = \Faker\Factory::create();
 
-        $quote = QuoteFactory::create($client->company->id, $client->user->id);//stub the company and user_id
+        $quote =factory(\App\Models\Quote::class)->create(['user_id' => $client->user->id, 'company_id' => $client->company->id, 'client_id' => $client->id]);
-        $quote->client_id = $client->id;
         $quote->date = $faker->date();
 
         $quote->line_items = $this->buildLineItems(rand(1,10));
@@ -560,9 +559,8 @@ class CreateTestData extends Command
         $quote_calc = new InvoiceSum($quote);
         $quote_calc->build();
 
-        $quote = $quote_calc->getInvoice();
+        $quote = $quote_calc->getQuote();
-
+        $quote->service()->markSent()->save();
-        $quote->save();
 
         CreateQuoteInvitations::dispatch($quote, $quote->company);
     }

app/DataMapper/CompanySettings.php

@@ -217,7 +217,7 @@ class CompanySettings extends BaseSettings {
 	public $embed_documents   = false;
 	public $all_pages_header  = true;
 	public $all_pages_footer  = true;
-	public $invoice_variables = [];
+	public $pdf_variables = [];
 
 	public static $casts = [
 		'portal_design_id'					 => 'string',
@@ -372,7 +372,7 @@ class CompanySettings extends BaseSettings {
 		'counter_padding'                    => 'integer',
 		'design'                             => 'string',
 		'website'                            => 'string',
-		'invoice_variables'                  => 'object',
+		'pdf_variables'                  => 'object',
 	];
 
 	/**
@@ -415,7 +415,7 @@ class CompanySettings extends BaseSettings {
 		$data->date_format_id    = (string) config('ninja.i18n.date_format_id');
 		$data->country_id        = (string) config('ninja.i18n.country_id');
 		$data->translations      = (object) [];
-		$data->invoice_variables = (array) self::getInvoiceVariableDefaults();
+		$data->pdf_variables = (array) self::getEntityVariableDefaults();
 
 		// $data->email_subject_invoice = EmailTemplateDefaults::emailInvoiceSubject();
 		// $data->email_template_invoice = EmailTemplateDefaults:: emailInvoiceTemplate();
@@ -456,7 +456,7 @@ class CompanySettings extends BaseSettings {
 		return $settings;
 	}
 
-	private static function getInvoiceVariableDefaults() {
+	private static function getEntityVariableDefaults() {
 		$variables = [
 			'client_details' => [
 				'name',
@@ -490,6 +490,21 @@ class CompanySettings extends BaseSettings {
 				'balance_due',
 				'invoice_total',
 			],
+			'quote_details' => [
+				'quote_number',
+				'po_number',
+				'date',
+				'valid_until',
+				'balance_due',
+				'quote_total',
+			],
+			'credit_details' => [
+				'credit_number',
+				'po_number',
+				'date',
+				'credit_balance',
+				'credit_amount',
+			],
 			'table_columns' => [
 				'product_key',
 				'notes',

app/Designs/Bold.php

@@ -63,10 +63,10 @@ class Bold extends AbstractDesign
                 <div class="w-1/2">
                     <div class="w-full bg-teal-600 px-5 py-3 text-white flex">
                         <div class="w-48 flex flex-col text-white">
-                            $invoice_details_labels
+                            $entity_labels
                         </div>
                         <div class="w-32 flex flex-col text-white">
-                            $invoice_details
+                            $entity_details
                         </div>
                     </div>
                 </div>

app/Designs/Clean.php

@@ -65,10 +65,10 @@ class Clean extends AbstractDesign
             <div class="ml-4 py-4">
                 <div class="flex">
                     <div class="w-40 flex flex-col">
-                        $invoice_details_labels
+                        $entity_labels
                     </div>
                     <div class="w-48 flex flex-col">
-                        $invoice_details
+                        $entity_details
                     </div>
                     <div class="w-56 flex flex-col">
                         $client_details

app/Designs/Designer.php

@@ -24,6 +24,8 @@ class Designer {
 
 	protected $html;
 
+	protected $entity_string;
+
 	private static $custom_fields = [
 		'invoice1',
 		'invoice2',
@@ -47,10 +49,15 @@ class Designer {
 		'company4',
 	];
 
-	public function __construct($design, $input_variables) {
+	public function __construct($design, $input_variables, $entity_string) 
+	{
+
 		$this->design = $design;
 
 		$this->input_variables = (array) $input_variables;
+
+		$this->entity_string = $entity_string;
+
 	}
 
 	/**
@@ -58,21 +65,24 @@ class Designer {
 	 * formatted HTML
 	 * @return string The HTML design built
 	 */
-	public function build(Invoice $invoice):Designer {
+	public function build($entity):Designer 
+	{
 
-		$this->exportVariables($invoice)
+		$this->exportVariables($entity)
 		     ->setDesign($this->getSection('header'))
 			->setDesign($this->getSection('body'))
-			->setDesign($this->getTable($invoice))
+			->setDesign($this->getTable($entity))
 			->setDesign($this->getSection('footer'));
 
 		return $this;
+
 	}
 
-	public function getTable(Invoice $invoice):string {
+	public function getTable($entity):string 
+	{
 
-		$table_header = $invoice->table_header($this->input_variables['table_columns'], $this->design->table_styles());
+		$table_header = $entity->table_header($this->input_variables['table_columns'], $this->design->table_styles());
-		$table_body   = $invoice->table_body($this->input_variables['table_columns'], $this->design->table_styles());
+		$table_body   = $entity->table_body($this->input_variables['table_columns'], $this->design->table_styles());
 
 		$data = str_replace('$table_header', $table_header, $this->getSection('table'));
 		$data = str_replace('$table_body', $table_body, $data);
@@ -81,11 +91,13 @@ class Designer {
 
 	}
 
-	public function getHtml():string {
+	public function getHtml():string 
+	{
 		return $this->html;
 	}
 
-	private function setDesign($section) {
+	private function setDesign($section) 
+	{
 
 		$this->html .= $section;
 
@@ -99,23 +111,40 @@ class Designer {
 	 * @param  string $section the method name to be executed ie header/body/table/footer
 	 * @return string The HTML of the template section
 	 */
-	public function getSection($section):string {
+	public function getSection($section):string 
-		return str_replace(array_keys($this->exported_variables), array_values($this->exported_variables), $this->design->{ $section}());
+	{
+		return str_replace(array_keys($this->exported_variables), array_values($this->exported_variables), $this->design->{$section}());
 	}
 
-	private function exportVariables($invoice) {
+	private function exportVariables($entity) 
-		$company = $invoice->company;
+	{
 
-		$this->exported_variables['$client_details']         = $this->processVariables($this->processInputVariables($company, $this->input_variables['client_details']), $this->clientDetails($company));
+		$company = $entity->company;
-		$this->exported_variables['$company_details']        = $this->processVariables($this->processInputVariables($company, $this->input_variables['company_details']), $this->companyDetails($company));
-		$this->exported_variables['$company_address']        = $this->processVariables($this->processInputVariables($company, $this->input_variables['company_address']), $this->companyAddress($company));
-		$this->exported_variables['$invoice_details_labels'] = $this->processLabels($this->processInputVariables($company, $this->input_variables['invoice_details']), $this->invoiceDetails($company));
-		$this->exported_variables['$invoice_details']        = $this->processVariables($this->processInputVariables($company, $this->input_variables['invoice_details']), $this->invoiceDetails($company));
 
+		$this->exported_variables['$client_details']  = $this->processVariables($this->processInputVariables($company, $this->input_variables['client_details']), $this->clientDetails($company));
+		$this->exported_variables['$company_details'] = $this->processVariables($this->processInputVariables($company, $this->input_variables['company_details']), $this->companyDetails($company));
+		$this->exported_variables['$company_address'] = $this->processVariables($this->processInputVariables($company, $this->input_variables['company_address']), $this->companyAddress($company));
+
+		if($this->entity_string == 'invoice')
+		{
+			$this->exported_variables['$entity_labels']  = $this->processLabels($this->processInputVariables($company, $this->input_variables['invoice_details']), $this->invoiceDetails($company));
+			$this->exported_variables['$entity_details'] = $this->processVariables($this->processInputVariables($company, $this->input_variables['invoice_details']), $this->invoiceDetails($company));
+		}
+		elseif($this->entity_string == 'credit')
+		{
+			$this->exported_variables['$entity_labels']   = $this->processLabels($this->processInputVariables($company, $this->input_variables['credit_details']), $this->creditDetails($company));
+			$this->exported_variables['$entity_details']  = $this->processVariables($this->processInputVariables($company, $this->input_variables['credit_details']), $this->creditDetails($company));
+		}
+		elseif($this->entity_string == 'quote')
+		{
+			$this->exported_variables['$entity_labels']    = $this->processLabels($this->processInputVariables($company, $this->input_variables['quote_details']), $this->quoteDetails($company));
+			$this->exported_variables['$entity_details']   = $this->processVariables($this->processInputVariables($company, $this->input_variables['quote_details']), $this->quoteDetails($company));
+		}
 		return $this;
 	}
 
-	private function processVariables($input_variables, $variables):string {
+	private function processVariables($input_variables, $variables):string 
+	{
 
 		$output = '';
 
@@ -126,7 +155,8 @@ class Designer {
 
 	}
 
-	private function processLabels($input_variables, $variables):string {
+	private function processLabels($input_variables, $variables):string 
+	{
 		$output = '';
 
 		foreach ($input_variables as $value) {
@@ -142,8 +172,8 @@ class Designer {
 	// private function exportVariables()
 	// {
 	// 	/*
-	// 	 * $invoice_details_labels
+	// 	 * $entity_labels
-	// 	 * $invoice_details
+	// 	 * $entity_details
 	// 	 */
 	// 	$header = $this->design->header();
 
@@ -168,7 +198,8 @@ class Designer {
 	// 	$footer = $this->design->footer();
 	// }
 
-	private function clientDetails(Company $company) {
+	private function clientDetails(Company $company) 
+	{
 
 		$data = [
 			'name'              => '<p>$client.name</p>',
@@ -193,7 +224,9 @@ class Designer {
 		return $this->processCustomFields($company, $data);
 	}
 
-	private function companyDetails(Company $company) {
+	private function companyDetails(Company $company) 
+	{
+
 		$data = [
 			'company_name' => '<span>$company.company_name</span>',
 			'id_number'    => '<span>$company.id_number</span>',
@@ -208,9 +241,11 @@ class Designer {
 		];
 
 		return $this->processCustomFields($company, $data);
+
 	}
 
-	private function companyAddress(Company $company) {
+	private function companyAddress(Company $company) 
+	{
 
 		$data = [
 			'address1'          => '<span>$company.address1</span>',
@@ -225,9 +260,11 @@ class Designer {
 		];
 
 		return $this->processCustomFields($company, $data);
+
 	}
 
-	private function invoiceDetails(Company $company) {
+	private function invoiceDetails(Company $company) 
+	{
 
 		$data = [
 			'invoice_number' => '<span>$invoice_number</span>',
@@ -248,9 +285,60 @@ class Designer {
 		];
 
 		return $this->processCustomFields($company, $data);
+
 	}
 
-	private function processCustomFields(Company $company, $data) {
+	private function quoteDetails(Company $company)
+	{
+		
+		$data = [
+			'quote_number' => '<span>$quote_number</span>',
+			'po_number'      => '<span>$po_number</span>',
+			'date'           => '<span>$date</span>',
+			'valid_until'       => '<span>$valid_until</span>',
+			'balance_due'    => '<span>$balance_due</span>',
+			'quote_total'  => '<span>$quote_total</span>',
+			'partial_due'    => '<span>$partial_due</span>',
+			'quote1'       => '<span>$quote1</span>',
+			'quote2'       => '<span>$quote2</span>',
+			'quote3'       => '<span>$quote3</span>',
+			'quote4'       => '<span>$quote4</span>',
+			'surcharge1'     => '<span>$surcharge1</span>',
+			'surcharge2'     => '<span>$surcharge2</span>',
+			'surcharge3'     => '<span>$surcharge3</span>',
+			'surcharge4'     => '<span>$surcharge4</span>',
+		];
+
+		return $this->processCustomFields($company, $data);
+
+	}
+
+	private function creditDetails(Company $company)
+	{
+
+		$data = [
+			'credit_number' => '<span>$credit_number</span>',
+			'po_number'      => '<span>$po_number</span>',
+			'date'           => '<span>$date</span>',
+			'credit_balance'    => '<span>$credit_balance</span>',
+			'credit_amount'  => '<span>$credit_amount</span>',
+			'partial_due'    => '<span>$partial_due</span>',
+			'invoice1'       => '<span>$invoice1</span>',
+			'invoice2'       => '<span>$invoice2</span>',
+			'invoice3'       => '<span>$invoice3</span>',
+			'invoice4'       => '<span>$invoice4</span>',
+			'surcharge1'     => '<span>$surcharge1</span>',
+			'surcharge2'     => '<span>$surcharge2</span>',
+			'surcharge3'     => '<span>$surcharge3</span>',
+			'surcharge4'     => '<span>$surcharge4</span>',
+		];
+
+		return $this->processCustomFields($company, $data);
+
+	}
+
+	private function processCustomFields(Company $company, $data) 
+	{
 
 		$custom_fields = $company->custom_fields;
 
@@ -270,7 +358,8 @@ class Designer {
 
 	}
 
-	private function processInputVariables($company, $variables) {
+	private function processInputVariables($company, $variables) 
+	{
 
 		$custom_fields = $company->custom_fields;
 
@@ -291,4 +380,5 @@ class Designer {
 		return $variables;
 
 	}
+
 }

app/Designs/Modern.php

@@ -40,10 +40,10 @@ class Modern extends AbstractDesign
 			    </div>
 			    <div class="w-1/2 flex justify-end">
 			        <div class="w-56 flex flex-col text-white">
-			            $invoice_details_labels
+			            $entity_labels
 			        </div>
 			        <div class="w-32 flex flex-col text-left text-white">
-			        	$invoice_details
+			        	$entity_details
 			        </div>
 			    </div>
 			</div>

app/Designs/Photo.php

@@ -49,8 +49,8 @@ class Photo extends AbstractDesign
             
             <div class="px-16 py-10">
                 <div class="flex justify-end">
-                    <span class="text-orange-700">$invoice_number_label</span>
+                    <span class="text-orange-700">$entity_labels</span>
-                    <span class="ml-6">$invoice_number</span>
+                    <span class="ml-6">$entity_details</span>
                 </div>
                 <div class="flex items-center justify-between mt-2">
                     <div ref="logo" class="h-14">

app/Designs/Plain.php

@@ -47,10 +47,10 @@ class Plain extends AbstractDesign
                                 <div class="h-14">$company_logo</div>
                                 <div class="flex px-3 mt-6">
                                     <section class="w-1/2 flex flex-col">
-                                        $invoice_details_labels
+                                        $entity_labels
                                     </section>
                                     <section class="flex flex-col">
-                                        $invoice_details
+                                        $entity_details
                                     </section>
                                 </div>
                                 <section class="flex bg-gray-300 px-3">

app/Events/Payment/PaymentWasRefunded.php

@@ -26,17 +26,17 @@ class PaymentWasRefunded
      */
     public $payment;
 
-    public $refundAmount;
+    public $refund_amount;
 
     /**
      * Create a new event instance.
      *
      * @param Payment $payment
-     * @param $refundAmount
+     * @param $refund_amount
      */
-    public function __construct(Payment $payment, $refundAmount)
+    public function __construct(Payment $payment, $refund_amount)
     {
         $this->payment = $payment;
-        $this->refundAmount = $refundAmount;
+        $this->refund_amount = $refund_amount;
     }
 }

app/Factory/CloneInvoiceFactory.php

@@ -15,7 +15,7 @@ use App\Models\Invoice;
 
 class CloneInvoiceFactory
 {
-    public static function create(Invoice $invoice, $user_id) : ?Invoice
+    public static function create($invoice, $user_id)
     {
         $clone_invoice = $invoice->replicate();
         $clone_invoice->status_id = Invoice::STATUS_DRAFT;
@@ -25,6 +25,7 @@ class CloneInvoiceFactory
         $clone_invoice->partial_due_date = null;
         $clone_invoice->user_id = $user_id;
         $clone_invoice->balance = $invoice->amount;
+        $clone_invoice->amount = $invoice->amount;
         $clone_invoice->line_items = $invoice->line_items;
         $clone_invoice->backup = null;
         

app/Factory/CloneInvoiceToQuoteFactory.php

@@ -19,9 +19,6 @@ class CloneInvoiceToQuoteFactory
     public static function create(Invoice $invoice, $user_id) : ?Quote
     {
         $quote = new Quote();
-        $quote->client_id = $invoice->client_id;
-        $quote->user_id = $user_id;
-        $quote->company_id = $invoice->company_id;
         $quote->discount = $invoice->discount;
         $quote->is_amount_discount = $invoice->is_amount_discount;
         $quote->po_number = $invoice->po_number;
@@ -35,12 +32,14 @@ class CloneInvoiceToQuoteFactory
         $quote->tax_rate1 = $invoice->tax_rate1;
         $quote->tax_name2 = $invoice->tax_name2;
         $quote->tax_rate2 = $invoice->tax_rate2;
+        $quote->tax_rate3 = $invoice->tax_rate3;
+        $quote->tax_rate3 = $invoice->tax_rate3;
         $quote->custom_value1 = $invoice->custom_value1;
         $quote->custom_value2 = $invoice->custom_value2;
         $quote->custom_value3 = $invoice->custom_value3;
         $quote->custom_value4 = $invoice->custom_value4;
         $quote->amount = $invoice->amount;
-        $quote->balance = $invoice->balance;
+        $quote->balance = $invoice->amount;
         $quote->partial = $invoice->partial;
         $quote->partial_due_date = $invoice->partial_due_date;
         $quote->last_viewed = $invoice->last_viewed;
@@ -50,7 +49,6 @@ class CloneInvoiceToQuoteFactory
         $quote->date = null;
         $quote->due_date = null;
         $quote->partial_due_date = null;
-        $quote->balance = $invoice->amount;
         $quote->line_items = $invoice->line_items;
 
         return $quote;

app/Factory/CloneQuoteFactory.php

@@ -0,0 +1,34 @@
+<?php
+/**
+ * quote Ninja (https://quoteninja.com)
+ *
+ * @link https://github.com/quoteninja/quoteninja source repository
+ *
+ * @copyright Copyright (c) 2020. quote Ninja LLC (https://quoteninja.com)
+ *
+ * @license https://opensource.org/licenses/AAL
+ */
+
+namespace App\Factory;
+
+use App\Models\quote;
+
+class CloneQuoteFactory
+{
+    public static function create($quote, $user_id)
+    {
+        $clone_quote = $quote->replicate();
+        $clone_quote->status_id = quote::STATUS_DRAFT;
+        $clone_quote->number = null;
+        $clone_quote->date = null;
+        $clone_quote->due_date = null;
+        $clone_quote->partial_due_date = null;
+        $clone_quote->user_id = $user_id;
+        $clone_quote->balance = $quote->amount;
+        $clone_quote->amount = $quote->amount;
+        $clone_quote->line_items = $quote->line_items;
+        $clone_quote->backup = null;
+        
+        return $clone_quote;
+    }
+}

app/Factory/CloneQuoteToInvoiceFactory.php

@@ -6,14 +6,14 @@ use App\Models\Quote;
 
 class CloneQuoteToInvoiceFactory
 {
-    public function create(Quote $quote, $user_id, $company_id) : ?Invoice
+    public static function create(Quote $quote, $user_id) : ?Invoice
 	{
 		$invoice = new Invoice();
-		$invoice->company_id = $company_id;
-		$invoice->client_id = $quote->client_id;
 		$invoice->user_id = $user_id;
 		$invoice->po_number = $quote->po_number;
 		$invoice->footer = $quote->footer;
+		$invoice->line_items = $quote->line_items;
+		
 		return $invoice;
 	}
 }

app/Helpers/Invoice/InvoiceSum.php

@@ -171,6 +171,25 @@ class InvoiceSum
         return $this->invoice;
     }
 
+    public function getQuote()
+    {
+
+        $this->setCalculatedAttributes();
+        $this->invoice->save();
+        
+        return $this->invoice;
+
+    }
+
+    public function getCredit()
+    {
+
+        $this->setCalculatedAttributes();
+        $this->invoice->save();
+        
+        return $this->invoice;
+        
+    }
 
     /**
      * Build $this->invoice variables after

app/Http/Controllers/OpenAPI/PaymentSchema.php

@@ -12,6 +12,7 @@
  *       @OA\Property(property="date", type="string", example="1-1-2014", description="The Payment date"),
  *       @OA\Property(property="transaction_reference", type="string", example="xcsSxcs124asd", description="The transaction reference as defined by the payment gateway"),
  *       @OA\Property(property="assigned_user_id", type="string", example="Opnel5aKBz", description="______"),
+ *       @OA\Property(property="private_notes", type="string", example="The payment was refunded due to error", description="______"),
  *       @OA\Property(property="is_manual", type="boolean", example=true, description="______"),
  *       @OA\Property(property="is_deleted", type="boolean", example=true, description="______"),
  *       @OA\Property(property="amount", type="number", example=10.00, description="The amount of this payment"),

app/Http/Controllers/QuoteController.php

@@ -11,6 +11,10 @@
 
 namespace App\Http\Controllers;
 
+use App\Factory\CloneInvoiceFactory;
+use App\Factory\CloneInvoiceToQuoteFactory;
+use App\Factory\CloneQuoteFactory;
+use App\Factory\CloneQuoteToInvoiceFactory;
 use App\Factory\QuoteFactory;
 use App\Filters\QuoteFilters;
 use App\Http\Requests\Quote\ActionQuoteRequest;
@@ -20,8 +24,10 @@ use App\Http\Requests\Quote\EditQuoteRequest;
 use App\Http\Requests\Quote\ShowQuoteRequest;
 use App\Http\Requests\Quote\StoreQuoteRequest;
 use App\Http\Requests\Quote\UpdateQuoteRequest;
+use App\Models\Invoice;
 use App\Models\Quote;
 use App\Repositories\QuoteRepository;
+use App\Transformers\InvoiceTransformer;
 use App\Transformers\QuoteTransformer;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Http\Request;
@@ -578,12 +584,16 @@ class QuoteController extends BaseController
     {
         switch ($action) {
             case 'clone_to_invoice':
-                //$quote = CloneInvoiceFactory::create($quote, auth()->user()->id);
+
-                return $this->itemResponse($quote);
+                $this->entity_type = Invoice::class;
+                $this->entity_transformer = InvoiceTransformer::class;
+
+                $invoice = CloneQuoteToInvoiceFactory::create($quote, auth()->user()->id);
+                return $this->itemResponse($invoice);
                 break;
             case 'clone_to_quote':
-                //$quote = CloneInvoiceToQuoteFactory::create($quote, auth()->user()->id);
+                $quote = CloneQuoteFactory::create($quote, auth()->user()->id);
-                // todo build the quote transformer and return response here
+                return $this->itemResponse($quote);
                 break;
             case 'history':
                 # code...

app/Http/Requests/Invoice/EditInvoiceRequest.php

@@ -27,10 +27,4 @@ class EditInvoiceRequest extends Request
         return auth()->user()->can('edit', $this->invoice);
     }
 
-    public function rules()
-    {
-        $rules = [];
-        
-        return $rules;
-    }
 }

app/Http/Requests/Invoice/StoreInvoiceRequest.php

@@ -49,6 +49,18 @@ class StoreInvoiceRequest extends Request
         if($input['client_id'])
           $input['client_id'] = $this->decodePrimaryKey($input['client_id']);
 
+        if(isset($input['client_contacts']))
+        {
+          foreach($input['client_contacts'] as $key => $contact)
+          {
+            if(!array_key_exists('send_email', $contact) || !array_key_exists('id', $contact))
+            {
+              unset($input['client_contacts'][$key]);
+            }
+          }
+
+        }
+
         $input['line_items'] = isset($input['line_items']) ? $this->cleanItems($input['line_items']) : [];
         //$input['line_items'] = json_encode($input['line_items']);
         $this->replace($input);

app/Http/Requests/Quote/EditQuoteRequest.php

@@ -27,20 +27,5 @@ class EditQuoteRequest extends Request
         return auth()->user()->can('edit', $this->quote);
     }
 
-    public function rules()
-    {
-        $rules = [];
-        
-        return $rules;
-    }
 
-
-    protected function prepareForValidation()
-    {
-        $input = $this->all();
-
-        //$input['id'] = $this->encodePrimaryKey($input['id']);
-
-        $this->replace($input);
-    }
 }

app/Http/Requests/Quote/StoreQuoteRequest.php

@@ -42,6 +42,18 @@ class StoreQuoteRequest extends Request
 
         $input['line_items'] = isset($input['line_items']) ? $this->cleanItems($input['line_items']) : [];
 
+        if(isset($input['client_contacts']))
+        {
+          foreach($input['client_contacts'] as $key => $contact)
+          {
+            if(!array_key_exists('send_email', $contact) || !array_key_exists('id', $contact))
+            {
+              unset($input['client_contacts'][$key]);
+            }
+          }
+
+        }
+        
         $this->replace($input);
     }
 

app/Http/Requests/Quote/UpdateQuoteRequest.php

@@ -46,9 +46,10 @@ class UpdateQuoteRequest extends Request
     protected function prepareForValidation()
     {
         $input = $this->all();
-
+        
-        // if(isset($input['client_id']))
+        if (isset($input['client_id'])) {
-        //     $input['client_id'] = $this->decodePrimaryKey($input['client_id']);
+            $input['client_id'] = $this->decodePrimaryKey($input['client_id']);
+        }
 
         if (isset($input['line_items'])) {
             $input['line_items'] = isset($input['line_items']) ? $this->cleanItems($input['line_items']) : [];

app/Jobs/Invoice/CreateInvoicePdf.php

@@ -19,6 +19,7 @@ use App\Models\ClientContact;
 use App\Models\Company;
 use App\Models\Design;
 use App\Models\Invoice;
+use App\Utils\Traits\Pdf\PdfMaker;
 use App\Utils\Traits\MakesInvoiceHtml;
 use App\Utils\Traits\NumberFormatter;
 use Illuminate\Bus\Queueable;
@@ -32,7 +33,7 @@ use Spatie\Browsershot\Browsershot;
 
 class CreateInvoicePdf implements ShouldQueue {
 
-	use Dispatchable, InteractsWithQueue, Queueable, SerializesModels, NumberFormatter, MakesInvoiceHtml;
+	use Dispatchable, InteractsWithQueue, Queueable, SerializesModels, NumberFormatter, MakesInvoiceHtml, PdfMaker;
 
 	public $invoice;
 
@@ -47,7 +48,7 @@ class CreateInvoicePdf implements ShouldQueue {
 	 *
 	 * @return void
 	 */
-	public function __construct(Invoice $invoice, Company $company, ClientContact $contact = null, $disk = 'public') 
+	public function __construct($invoice, Company $company, ClientContact $contact = null) 
 	{
 
 		$this->invoice = $invoice;
@@ -73,7 +74,6 @@ class CreateInvoicePdf implements ShouldQueue {
 
 		$path      = $this->invoice->client->invoice_filepath();
 
-		//$file_path = $path . $this->invoice->number . '-' . $this->contact->contact_key .'.pdf';
 		$file_path = $path . $this->invoice->number . '.pdf';
 
 		$design = Design::find($this->invoice->client->getSetting('invoice_design_id'));
@@ -86,7 +86,7 @@ class CreateInvoicePdf implements ShouldQueue {
 			$invoice_design = new $class();
 		}
 
-		$designer = new Designer($invoice_design, $this->invoice->client->getSetting('invoice_variables'));
+		$designer = new Designer($invoice_design, $this->invoice->client->getSetting('pdf_variables'), 'invoice');
 
 		//get invoice design
 		$html = $this->generateInvoiceHtml($designer->build($this->invoice)->getHtml(), $this->invoice, $this->contact);
@@ -95,7 +95,6 @@ class CreateInvoicePdf implements ShouldQueue {
 		Storage::makeDirectory($path, 0755);
 
 		//\Log::error($html);
-		//create pdf
 		$pdf = $this->makePdf(null, null, $html);
 
 		$instance = Storage::disk($this->disk)->put($file_path, $pdf);
@@ -105,24 +104,5 @@ class CreateInvoicePdf implements ShouldQueue {
 		return $file_path;	
 	}
 
-	/**
+
-	 * Returns a PDF stream
-	 *
-	 * @param  string $header Header to be included in PDF
-	 * @param  string $footer Footer to be included in PDF
-	 * @param  string $html   The HTML object to be converted into PDF
-	 *
-	 * @return string        The PDF string
-	 */
-	private function makePdf($header, $footer, $html) {
-		return Browsershot::html($html)
-		//->showBrowserHeaderAndFooter()
-		//->headerHtml($header)
-		//->footerHtml($footer)
-			->deviceScaleFactor(1)
-			->showBackground()
-			->waitUntilNetworkIdle(true)	->pdf();
-		//->margins(10,10,10,10)
-		//->savePdf('test.pdf');
-	}
 }

app/Jobs/Quote/CreateQuotePdf.php

@@ -0,0 +1,127 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com)
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2020. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://opensource.org/licenses/AAL
+ */
+
+namespace App\Jobs\Quote;
+
+use App\Designs\Custom;
+use App\Designs\Designer;
+use App\Designs\Modern;
+use App\Libraries\MultiDB;
+use App\Models\ClientContact;
+use App\Models\Company;
+use App\Models\Design;
+use App\Models\Invoice;
+use App\Utils\Traits\Pdf\PdfMaker;
+use App\Utils\Traits\MakesInvoiceHtml;
+use App\Utils\Traits\NumberFormatter;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\App;
+use Illuminate\Support\Facades\Storage;
+use Spatie\Browsershot\Browsershot;
+
+class CreateQuotePdf implements ShouldQueue {
+
+	use Dispatchable, InteractsWithQueue, Queueable, SerializesModels, NumberFormatter, MakesInvoiceHtml, PdfMaker;
+
+	public $quote;
+
+	public $company;
+
+	public $contact;
+
+	private $disk;
+
+	/**
+	 * Create a new job instance.
+	 *
+	 * @return void
+	 */
+	public function __construct($quote, Company $company, ClientContact $contact = null) 
+	{
+
+		$this->quote = $quote;
+
+		$this->company = $company;
+
+		$this->contact = $contact;
+
+        $this->disk = $disk ?? config('filesystems.default');
+
+	}
+
+	public function handle() {
+
+		MultiDB::setDB($this->company->db);
+
+		$this->quote->load('client');
+
+		if(!$this->contact)
+			$this->contact = $this->quote->client->primary_contact()->first();
+
+		App::setLocale($this->contact->preferredLocale());
+
+		$path      = $this->quote->client->quote_filepath();
+
+		$file_path = $path . $this->quote->number . '.pdf';
+
+		$design = Design::find($this->quote->client->getSetting('quote_design_id'));
+
+		if($design->is_custom){
+			$quote_design = new Custom($design->design);
+		}
+		else{
+			$class = 'App\Designs\\'.$design->name;
+			$quote_design = new $class();
+		}
+
+		$designer = new Designer($quote_design, $this->quote->client->getSetting('pdf_variables'), 'quote');
+
+		//get invoice design
+		$html = $this->generateInvoiceHtml($designer->build($this->quote)->getHtml(), $this->quote, $this->contact);
+
+		//todo - move this to the client creation stage so we don't keep hitting this unnecessarily
+		Storage::makeDirectory($path, 0755);
+
+		//\Log::error($html);
+		$pdf = $this->makePdf(null, null, $html);
+
+		$instance = Storage::disk($this->disk)->put($file_path, $pdf);
+
+		//$instance= Storage::disk($this->disk)->path($file_path);
+
+		return $file_path;	
+	}
+
+	/**
+	 * Returns a PDF stream
+	 *
+	 * @param  string $header Header to be included in PDF
+	 * @param  string $footer Footer to be included in PDF
+	 * @param  string $html   The HTML object to be converted into PDF
+	 *
+	 * @return string        The PDF string
+	 */
+	private function makePdf($header, $footer, $html) {
+		return Browsershot::html($html)
+		//->showBrowserHeaderAndFooter()
+		//->headerHtml($header)
+		//->footerHtml($footer)
+			->deviceScaleFactor(1)
+			->showBackground()
+			->waitUntilNetworkIdle(true)	->pdf();
+		//->margins(10,10,10,10)
+		//->savePdf('test.pdf');
+	}
+}

app/Jobs/Util/StartMigration.php

@@ -3,6 +3,7 @@
 namespace App\Jobs\Util;
 
 use App\Exceptions\ProcessingMigrationArchiveFailed;
+use App\Libraries\MultiDB;
 use App\Models\Company;
 use App\Models\User;
 use Illuminate\Bus\Queueable;
@@ -49,6 +50,9 @@ class StartMigration implements ShouldQueue
      */
     public function handle()
     {
+        
+        MultiDB::setDb($this->company->db);
+
         $zip = new \ZipArchive();
         $archive = $zip->open($this->filepath);
 

app/Listeners/Activity/PaymentRefundedActivity.php

@@ -0,0 +1,50 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com)
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2020. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://opensource.org/licenses/AAL
+ */
+
+namespace App\Listeners\Activity;
+
+use App\Models\Activity;
+use App\Repositories\ActivityRepository;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Queue\InteractsWithQueue;
+
+class PaymentRefundedActivity implements ShouldQueue
+{
+    protected $activity_repo;
+    /**
+     * Create the event listener.
+     *
+     * @return void
+     */
+    public function __construct(ActivityRepository $activity_repo)
+    {
+        $this->activity_repo = $activity_repo;
+    }
+
+    /**
+     * Handle the event.
+     *
+     * @param  object  $event
+     * @return void
+     */
+    public function handle($event)
+    {
+        $fields = new \stdClass;
+
+        $fields->client_id = $event->payment->id;
+        $fields->user_id = $event->payment->user_id;
+        $fields->company_id = $event->payment->company_id;
+        $fields->activity_type_id = Activity::REFUNDED_PAYMENT;
+        $fields->payment_id = $event->payment->id;
+        
+        $this->activity_repo->save($fields, $event->client);
+    }
+}

app/Listeners/Activity/PaymentVoidedActivity.php

@@ -0,0 +1,50 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com)
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2020. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://opensource.org/licenses/AAL
+ */
+
+namespace App\Listeners\Activity;
+
+use App\Models\Activity;
+use App\Repositories\ActivityRepository;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Queue\InteractsWithQueue;
+
+class PaymentVoidedActivity implements ShouldQueue
+{
+    protected $activity_repo;
+    /**
+     * Create the event listener.
+     *
+     * @return void
+     */
+    public function __construct(ActivityRepository $activity_repo)
+    {
+        $this->activity_repo = $activity_repo;
+    }
+
+    /**
+     * Handle the event.
+     *
+     * @param  object  $event
+     * @return void
+     */
+    public function handle($event)
+    {
+        $fields = new \stdClass;
+
+        $fields->client_id = $event->payment->id;
+        $fields->user_id = $event->payment->user_id;
+        $fields->company_id = $event->payment->company_id;
+        $fields->activity_type_id = Activity::VOIDED_PAYMENT;
+        $fields->payment_id = $event->payment->id;
+        
+        $this->activity_repo->save($fields, $event->client);
+    }
+}

app/Models/Client.php

@@ -445,4 +445,13 @@ class Client extends BaseModel implements HasLocalePreference
         return $this->client_hash . '/invoices/';
     }
 
+    public function quote_filepath()
+    {
+        return $this->client_hash . '/quotes/';
+    }
+
+    public function credit_filepath()
+    {
+        return $this->client_hash . '/credits/';
+    }
 }

app/Models/Credit.php

@@ -99,6 +99,11 @@ class Credit extends BaseModel
         return $this->belongsTo(Invoice::class);
     }
 
+    public function company_ledger()
+    {
+        return $this->morphMany(CompanyLedger::class, 'company_ledgerable');
+    }
+    
     /**
      * The invoice/s which the credit has
      * been applied to.

app/Models/Payment.php

@@ -11,6 +11,7 @@
 
 namespace App\Models;
 
+use App\Events\Payment\PaymentWasVoided;
 use App\Models\BaseModel;
 use App\Models\Credit;
 use App\Models\DateFormat;
@@ -181,5 +182,67 @@ class Payment extends BaseModel
         return $this->processRefund($data);
 
     }
+
+    /**
+     * @return mixed
+     */
+    public function getCompletedAmount() :float
+    {
+        return $this->amount - $this->refunded;
+    }
+
+    public function recordRefund($amount = null)
+    {
+        //do i need $this->isRefunded() here?
+        if ($this->isVoided()) {
+            return false;
+        }
+
+        //if no refund specified
+        if (! $amount) {
+            $amount = $this->amount;
+        }
+
+        $new_refund = min($this->amount, $this->refunded + $amount);
+        $refund_change = $new_refund - $this->refunded;
+
+        if ($refund_change) {
+            $this->refunded = $new_refund;
+            $this->status_id = $this->refunded == $this->amount ? self::STATUS_REFUNDED : self::STATUS_PARTIALLY_REFUNDED;
+            $this->save();
+
+            event(new PaymentWasRefunded($this, $refund_change));
+        }
+
+        return true;
+    }
+
+    public function isVoided()
+    {
+        return $this->status_id == self::STATUS_VOIDED;
+    }
+
+    public function isPartiallyRefunded()
+    {
+        return $this->status_id == self::STATUS_PARTIALLY_REFUNDED;
+    }
+
+    public function isRefunded()
+    {
+        return $this->status_id == self::STATUS_REFUNDED;
+    }
+
+    public function markVoided()
+    {
+        if ($this->isVoided() || $this->isPartiallyRefunded() || $this->isRefunded()) {
+            return false;
+        }
+
+        $this->refunded = $this->amount;
+        $this->status_id = self::STATUS_VOIDED;
+        $this->save();
+
+        event(new PaymentWasVoided($this));
+    }
     
 }

app/Models/Quote.php

@@ -13,13 +13,17 @@ namespace App\Models;
 
 use App\Helpers\Invoice\InvoiceSum;
 use App\Helpers\Invoice\InvoiceSumInclusive;
+use App\Jobs\Invoice\CreateInvoicePdf;
+use App\Jobs\Quote\CreateQuotePdf;
 use App\Models\Filterable;
 use App\Services\Quote\QuoteService;
 use App\Utils\Traits\MakesHash;
+use App\Utils\Traits\MakesInvoiceValues;
 use App\Utils\Traits\MakesReminders;
-use Laracasts\Presenter\PresentableTrait;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\SoftDeletes;
+use Illuminate\Support\Facades\Storage;
+use Laracasts\Presenter\PresentableTrait;
 
 class Quote extends BaseModel
 {
@@ -28,6 +32,7 @@ class Quote extends BaseModel
     use SoftDeletes;
     use MakesReminders;
     use PresentableTrait;
+    use MakesInvoiceValues;
 
     protected $presenter = 'App\Models\Presenters\QuotePresenter';
 
@@ -135,7 +140,23 @@ class Quote extends BaseModel
     }
 
     public function service(): QuoteService
-     {
+    {
-         return new QuoteService($this);
+        return new QuoteService($this);
-     }
+    }
+
+    public function pdf_file_path($invitation = null)
+    {
+        $storage_path = 'storage/' . $this->client->quote_filepath() . $this->number . '.pdf';
+
+        if (Storage::exists($storage_path)) 
+            return $storage_path;
+
+        if(!$invitation)
+            CreateQuotePdf::dispatchNow($this, $this->company, $this->client->primary_contact()->first());
+        else
+            CreateQuotePdf::dispatchNow($invitation->quote, $invitation->company, $invitation->contact);
+
+        return $storage_path;
+
+    }
 }

app/PaymentDrivers/BasePaymentDriver.php

@@ -141,8 +141,46 @@ class BasePaymentDriver
      * Refunds a given payment
      * @return void
      */
-    public function refundPayment()
+    public function refundPayment($payment, $amount = 0)
     {
+        if ($amount) {
+            $amount = min($amount, $payment->getCompletedAmount());
+        } else {
+            $amount = $payment->getCompletedAmount();
+        }
+
+        if ($payment->is_deleted) {
+            return false;
+        }
+
+        if (! $amount) {
+            return false;
+        }
+
+        if ($payment->type_id == Payment::TYPE_CREDIT_CARD) {
+            return $payment->recordRefund($amount);
+        }
+
+        $details = $this->refundDetails($payment, $amount);
+        $response = $this->gateway()->refund($details)->send();
+
+        if ($response->isSuccessful()) {
+            return $payment->recordRefund($amount);
+        } elseif ($this->attemptVoidPayment($response, $payment, $amount)) {
+            $details = ['transactionReference' => $payment->transaction_reference];
+            $response = $this->gateway->void($details)->send();
+            if ($response->isSuccessful()) {
+                return $payment->markVoided();
+            }
+        }
+
+        return false;
+    }
+
+    protected function attemptVoidPayment($response, $payment, $amount)
+    {
+        // Partial refund not allowed for unsettled transactions
+        return $amount == $payment->amount;
     }
 
     public function authorizeCreditCardView(array $data)
@@ -246,4 +284,6 @@ class BasePaymentDriver
 
         return $payment;
     }
+
+
 }

app/Providers/EventServiceProvider.php

@@ -20,11 +20,15 @@ use App\Events\Invoice\InvoiceWasPaid;
 use App\Events\Invoice\InvoiceWasUpdated;
 use App\Events\Payment\PaymentWasCreated;
 use App\Events\Payment\PaymentWasDeleted;
+use App\Events\Payment\PaymentWasRefunded;
+use App\Events\Payment\PaymentWasVoided;
 use App\Events\User\UserLoggedIn;
 use App\Events\User\UserWasCreated;
 use App\Listeners\Activity\CreatedClientActivity;
 use App\Listeners\Activity\PaymentCreatedActivity;
 use App\Listeners\Activity\PaymentDeletedActivity;
+use App\Listeners\Activity\PaymentRefundedActivity;
+use App\Listeners\Activity\PaymentVoidedActivity;
 use App\Listeners\Contact\UpdateContactLastLogin;
 use App\Listeners\Invoice\CreateInvoiceActivity;
 use App\Listeners\Invoice\CreateInvoiceHtmlBackup;
@@ -75,6 +79,12 @@ class EventServiceProvider extends ServiceProvider
         PaymentWasDeleted::class => [
             PaymentDeletedActivity::class,
         ],
+        PaymentWasRefunded::class => [
+            PaymentRefundedActivity::class,
+        ],
+        PaymentWasVoided::class => [
+            PaymentVoidedActivity::class,
+        ],
         'App\Events\ClientWasArchived' => [
             'App\Listeners\ActivityListener@archivedClient',
         ],

app/Repositories/CreditRepository.php

@@ -86,7 +86,7 @@ class CreditRepository extends BaseRepository
          * credit note
          */
         
-        $credit = $credit->calc()->getInvoice();
+        $credit = $credit->calc()->getCredit();
         
         $credit->save();
 

app/Repositories/InvoiceRepository.php

@@ -56,8 +56,8 @@ class InvoiceRepository extends BaseRepository {
 
 		if (isset($data['client_contacts'])) {
 			foreach ($data['client_contacts'] as $contact) {
-				if ($contact['send_email'] == 1) {
+				if ($contact['send_email'] == 1 && is_string($contact['id'])) {
-					$client_contact               = ClientContact::find($this->decodePrimaryKey($contact['id']));
+					$client_contact = ClientContact::find($this->decodePrimaryKey($contact['id']));
 					$client_contact->send_email = true;
 					$client_contact->save();
 				}

app/Repositories/QuoteRepository.php

@@ -47,7 +47,7 @@ class QuoteRepository extends BaseRepository
 
         if (isset($data['client_contacts'])) {
             foreach ($data['client_contacts'] as $contact) {
-                if ($contact['send_email'] == 1) {
+                if ($contact['send_email'] == 1 && is_string($contact['id'])) {
                     $client_contact = ClientContact::find($this->decodePrimaryKey($contact['id']));
                     $client_contact->send_email = true;
                     $client_contact->save();
@@ -59,26 +59,29 @@ class QuoteRepository extends BaseRepository
         if (isset($data['invitations'])) {
             $invitations = collect($data['invitations']);
 
-            /* Get array of Keyss which have been removed from the invitations array and soft delete each invitation */
+            /* Get array of Keys which have been removed from the invitations array and soft delete each invitation */
             collect($quote->invitations->pluck('key'))->diff($invitations->pluck('key'))->each(function ($invitation) {
-                QuoteInvitation::destroy($invitation);
+                    $this->getInvitationByKey($invitation)->delete();
-            });
+                });
-
 
             foreach ($data['invitations'] as $invitation) {
                 $inv = false;
 
                 if (array_key_exists('key', $invitation)) {
-                    $inv = QuoteInvitation::whereKey($invitation['key'])->first();
+                    $inv = $this->getInvitationByKey([$invitation['key']])->first();
                 }
 
                 if (!$inv) {
 
+                    if (isset($invitation['id'])) {
+                        unset($invitation['id']);
+                    }
+
                     $new_invitation = QuoteInvitationFactory::create($quote->company_id, $quote->user_id);
-                    $new_invitation->fill($invitation);
                     $new_invitation->quote_id = $quote->id;
                     $new_invitation->client_contact_id = $this->decodePrimaryKey($invitation['client_contact_id']);
                     $new_invitation->save();
+
                 }
             }
         }
@@ -88,7 +91,7 @@ class QuoteRepository extends BaseRepository
             $quote->service()->createInvitations();
         }
 
-        $quote = $quote->calc()->getInvoice();
+        $quote = $quote->calc()->getQuote();
 
         $quote->save();
 
@@ -98,4 +101,10 @@ class QuoteRepository extends BaseRepository
 
         return $quote->fresh();
     }
+
+    public function getInvitationByKey($key) :QuoteInvitation
+    {
+        return QuoteInvitation::whereRaw("BINARY `key`= ?", [$key])->first();
+    }
+    
 }

app/Repositories/RecurringQuoteRepository.php

@@ -34,7 +34,7 @@ class RecurringQuoteRepository extends BaseRepository
 
         $quote_calc = new InvoiceSum($quote, $quote->settings);
 
-        $quote = $quote_calc->build()->getInvoice();
+        $quote = $quote_calc->build()->getQuote();
 
         //fire events here that cascading from the saving of an Quote
         //ie. client balance update...

app/Services/Ledger/LedgerService.php

@@ -0,0 +1,65 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com)
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2020. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://opensource.org/licenses/AAL
+ */
+
+namespace App\Services\Ledger;
+
+use App\Models\CompanyLedger;
+
+class LedgerService
+{
+
+    private $entity;
+
+    public function __construct($entity)
+    {
+        $this->entity = $entity;
+    }
+
+    public function updateInvoiceBalance($adjustment)
+    {
+        $balance = 0;
+
+        if ($this->ledger()) {
+            $balance = $this->ledger->balance;
+        }
+
+        $adjustment = $balance + $adjustment;
+        
+        $company_ledger = CompanyLedgerFactory::create($this->entity->company_id, $this->entity->user_id);
+        $company_ledger->client_id = $this->entity->client_id;
+        $company_ledger->adjustment = $adjustment;
+        $company_ledger->balance = $balance + $adjustment;
+        $company_ledger->save();
+
+        $this->entity->company_ledger()->save($company_ledger);
+
+        return $this;
+    }
+
+    private function ledger() :CompanyLedger
+    {
+
+        return CompanyLedger::whereClientId($this->entity->client_id)
+                        ->whereCompanyId($this->entity->company_id)
+                        ->orderBy('id', 'DESC')
+                        ->first();
+    }
+
+    public function save()
+    {
+
+        $this->entity->save();
+
+        return $this->entity;
+
+    }
+
+}

app/Transformers/PaymentTransformer.php

@@ -77,6 +77,7 @@ class PaymentTransformer extends EntityTransformer
             'is_deleted' => (bool) $payment->is_deleted,
             'type_id' => (string) $payment->payment_type_id ?: '',
             'invitation_id' => (string) $payment->invitation_id ?: '',
+            'private_notes' => (string) $payment->private_notes ?: '',
             'number' => (string) $payment->number ?: '',
             'client_id' => (string) $this->encodePrimaryKey($payment->client_id),
             'client_contact_id' => (string) $this->encodePrimaryKey($payment->client_contact_id),

app/Utils/Traits/GeneratesCounter.php

@@ -298,10 +298,15 @@ trait GeneratesCounter
      */
     private function incrementCounter($entity, string $counter_name) :void
     {
+
         $settings = $entity->settings;
-        $settings->$counter_name = $settings->$counter_name + 1;
+        
+        $settings->{$counter_name} = $settings->{$counter_name} + 1;        
+        
         $entity->settings = $settings;
+        
         $entity->save();
+
     }
 
     private function prefixCounter($counter, $prefix) : string

app/Utils/Traits/MakesInvoiceValues.php

@@ -47,6 +47,9 @@ trait MakesInvoiceValues
      * @var array
      */
     private static $labels = [
+        'credit_balance',
+        'credit_amount',
+        'quote_total',
         'invoice',
         'date',
         'due_date',
@@ -312,8 +315,18 @@ trait MakesInvoiceValues
         // $data['$your_invoice'] = ;
         // $data['$quote'] = ;
         // $data['$your_quote'] = ;
-        // $data['$quote_date'] = ;
+        $data['$quote_date'] = &$data['$date'];
-        // $data['$quote_number'] = ;
+        $data['$quote_number'] = &$data['$number'];
+        $data['$quote_no'] = &$data['$quote_number'];
+        $data['$quote.quote_no'] = &$data['$quote_number'];
+        $data['$valid_until'] = $this->due_date;
+        $data['$quote_total'] = &$data['$total'];
+
+
+        $data['$credit_amount'] =  &$data['$total'];
+        $data['$credit_balance'] =  &$data['$balance'];
+        $data['$credit.amount'] = &$data['$total'];
+
         // $data['$invoice_issued_to'] = ;
         // $data['$quote_issued_to'] = ;
         // $data['$rate'] = ;
@@ -325,8 +338,6 @@ trait MakesInvoiceValues
         // $data['$details'] = ;
         $data['$invoice_no'] = $this->number ?: ' ';
         $data['$invoice.invoice_no'] = &$data['$invoice_no'];
-        // $data['$quote_no'] = ;
-        // $data['$valid_until'] = ;
         $data['$client1'] = $this->client->custom_value1 ?: ' ';
         $data['$client2'] = $this->client->custom_value2 ?: ' ';
         $data['$client3'] = $this->client->custom_value3 ?: ' ';
@@ -529,11 +540,13 @@ trait MakesInvoiceValues
         return str_replace(
             [
                 'tax_name1',
-                'tax_name2'
+                'tax_name2',
+                'tax_name3'
             ],
             [
                 'tax',
                 'tax',
+                'tax'
             ],
             $columns
         );
@@ -558,7 +571,8 @@ trait MakesInvoiceValues
                 'custom_invoice_label3',
                 'custom_invoice_label4',
                 'tax_name1',
-                'tax_name2'
+                'tax_name2',
+                'tax_name3'
             ],
             [
                 'custom_invoice_value1',
@@ -566,7 +580,8 @@ trait MakesInvoiceValues
                 'custom_invoice_value3',
                 'custom_invoice_value4',
                 'tax_rate1',
-                'tax_rate2'
+                'tax_rate2',
+                'tax_rate3'
             ],
             $columns
         );

app/Utils/Traits/Pdf/PdfMaker.php

@@ -0,0 +1,32 @@
+<?php
+
+
+namespace App\Utils\Traits\Pdf;
+
+use Spatie\Browsershot\Browsershot;
+
+trait PdfMaker
+{
+
+    /**
+     * Returns a PDF stream
+     *
+     * @param  string $header Header to be included in PDF
+     * @param  string $footer Footer to be included in PDF
+     * @param  string $html   The HTML object to be converted into PDF
+     *
+     * @return string        The PDF string
+     */
+    public function makePdf($header, $footer, $html) {
+        return Browsershot::html($html)
+        //->showBrowserHeaderAndFooter()
+        //->headerHtml($header)
+        //->footerHtml($footer)
+            ->deviceScaleFactor(1)
+            ->showBackground()
+            ->waitUntilNetworkIdle(true)    ->pdf();
+        //->margins(10,10,10,10)
+        //->savePdf('test.pdf');
+    }
+
+}

database/factories/QuoteFactory.php

@@ -7,7 +7,7 @@ use Faker\Generator as Faker;
 $factory->define(App\Models\Quote::class, function (Faker $faker) {
     return [
 		'status_id' => App\Models\Quote::STATUS_DRAFT,
-		'number' => $faker->text(256),
+		'number' => '',
 		'discount' => $faker->numberBetween(1,10),
 		'is_amount_discount' => $faker->boolean(),
 		'tax_name1' => 'GST',

database/migrations/2014_10_13_000000_create_users_table.php

@@ -949,6 +949,7 @@ class CreateUsersTable extends Migration
             $t->string('transaction_reference')->nullable();
             $t->string('payer_id')->nullable();
             $t->string('number')->nullable();
+            $t->text('private_notes')->nullable();
             $t->timestamps(6);
             $t->softDeletes('deleted_at', 6);
             $t->boolean('is_deleted')->default(false);

database/seeds/RandomDataSeeder.php

@@ -207,7 +207,7 @@ class RandomDataSeeder extends Seeder
             else
                 $credit_calc = new InvoiceSum($credit);
 
-            $credit = $credit_calc->build()->getInvoice();
+            $credit = $credit_calc->build()->getCredit();
 
             $credit->save();
 

routes/api.php

@@ -58,6 +58,8 @@ Route::group(['middleware' => ['api_db', 'token_auth', 'locale'], 'prefix' => 'a
 
 		Route::resource('quotes', 'QuoteController');// name = (quotes. index / create / show / update / destroy / edit
 
+		Route::get('quotes/{quote}/{action}', 'QuoteController@action')->name('quotes.action');
+
 		Route::post('quotes/bulk', 'QuoteController@bulk')->name('quotes.bulk');
 
 		Route::resource('recurring_invoices', 'RecurringInvoiceController');// name = (recurring_invoices. index / create / show / update / destroy / edit

tests/Feature/QuoteTest.php

@@ -15,6 +15,7 @@ use Illuminate\Foundation\Testing\RefreshDatabase;
 use Illuminate\Foundation\Testing\WithFaker;
 use Illuminate\Support\Facades\Log;
 use Illuminate\Support\Facades\Session;
+use Tests\MockAccountData;
 use Tests\TestCase;
 
 /**
@@ -27,6 +28,7 @@ class QuoteTest extends TestCase
 
     use MakesHash;
     use DatabaseTransactions;
+    use MockAccountData;
 
     public function setUp() :void
     {
@@ -39,67 +41,16 @@ class QuoteTest extends TestCase
 
         Model::reguard();
 
+        $this->makeTestData();
 
     }
 
     public function testQuoteList()
     {
-        $data = [
-            'first_name' => $this->faker->firstName,
-            'last_name' => $this->faker->lastName,
-            'name' => $this->faker->company,
-            'email' => $this->faker->unique()->safeEmail,
-            'password' => 'ALongAndBrilliantPassword123',
-            '_token' => csrf_token(),
-            'privacy_policy' => 1,
-            'terms_of_service' => 1
-        ];
-
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-            ])->post('/api/v1/signup?include=account', $data);
+                'X-API-TOKEN' => $this->token,
-
-        $acc = $response->json();
-
-        $account = Account::find($this->decodePrimaryKey($acc['data'][0]['account']['id']));                
-
-        $company_token = $account->default_company->tokens()->first();
-        $token = $company_token->token;
-        $company = $company_token->company;
-
-        $user = $company_token->user;
-
-        $this->assertNotNull($company_token);
-        $this->assertNotNull($token);
-        $this->assertNotNull($user);
-        $this->assertNotNull($company);
-        //$this->assertNotNull($user->token->company);
-
-        factory(\App\Models\Client::class, 1)->create(['user_id' => $user->id, 'company_id' => $company->id])->each(function ($c) use ($user, $company){
-
-            factory(\App\Models\ClientContact::class,1)->create([
-                'user_id' => $user->id,
-                'client_id' => $c->id,
-                'company_id' => $company->id,
-                'is_primary' => 1
-            ]);
-
-            factory(\App\Models\ClientContact::class,1)->create([
-                'user_id' => $user->id,
-                'client_id' => $c->id,
-                'company_id' => $company->id
-            ]);
-
-        });
-        $client = Client::all()->first();
-
-        factory(\App\Models\Quote::class, 1)->create(['user_id' => $user->id, 'company_id' => $company->id, 'client_id' => $client->id]);
-
-
-        $response = $this->withHeaders([
-                'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
             ])->get('/api/v1/quotes');
 
         $response->assertStatus(200);
@@ -108,72 +59,18 @@ class QuoteTest extends TestCase
 
     public function testQuoteRESTEndPoints()
     {
-        $data = [
-            'first_name' => $this->faker->firstName,
-            'last_name' => $this->faker->lastName,
-          'name' => $this->faker->company,
-        'email' => $this->faker->unique()->safeEmail,
-            'password' => 'ALongAndBrilliantPassword123',
-            '_token' => csrf_token(),
-            'privacy_policy' => 1,
-            'terms_of_service' => 1
-        ];
-
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-            ])->post('/api/v1/signup?include=account', $data);
+                'X-API-TOKEN' => $this->token,
-
+            ])->get('/api/v1/quotes/'.$this->encodePrimaryKey($this->quote->id));
-        $acc = $response->json();
-
-        $account = Account::find($this->decodePrimaryKey($acc['data'][0]['account']['id']));                
-
-        $company_token = $account->default_company->tokens()->first();
-        $token = $company_token->token;
-        $company = $company_token->company;
-
-        $user = $company_token->user;
-
-        $this->assertNotNull($company_token);
-        $this->assertNotNull($token);
-        $this->assertNotNull($user);
-        $this->assertNotNull($company);
-        //$this->assertNotNull($user->token->company);
-
-        factory(\App\Models\Client::class, 1)->create(['user_id' => $user->id, 'company_id' => $company->id])->each(function ($c) use ($user, $company){
-
-            factory(\App\Models\ClientContact::class,1)->create([
-                'user_id' => $user->id,
-                'client_id' => $c->id,
-                'company_id' => $company->id,
-                'is_primary' => 1
-            ]);
-
-            factory(\App\Models\ClientContact::class,1)->create([
-                'user_id' => $user->id,
-                'client_id' => $c->id,
-                'company_id' => $company->id
-            ]);
-
-        });
-        $client = Client::all()->first();
-
-        factory(\App\Models\Quote::class, 1)->create(['user_id' => $user->id, 'company_id' => $company->id, 'client_id' => $client->id]);
-
-        $quote = Quote::where('user_id',$user->id)->first();
-        $quote->save();
-
-        $response = $this->withHeaders([
-                'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
-            ])->get('/api/v1/quotes/'.$this->encodePrimaryKey($quote->id));
 
         $response->assertStatus(200);
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
+                'X-API-TOKEN' => $this->token,
-            ])->get('/api/v1/quotes/'.$this->encodePrimaryKey($quote->id).'/edit');
+            ])->get('/api/v1/quotes/'.$this->encodePrimaryKey($this->quote->id).'/edit');
 
         $response->assertStatus(200);
 
@@ -182,26 +79,26 @@ class QuoteTest extends TestCase
          //   'client_id' => $this->encodePrimaryKey($quote->client_id),
         ];
 
-        $this->assertNotNull($quote);
+        $this->assertNotNull($this->quote);
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
+                'X-API-TOKEN' => $this->token,
-            ])->put('/api/v1/quotes/'.$this->encodePrimaryKey($quote->id), $quote_update);
+            ])->put('/api/v1/quotes/'.$this->encodePrimaryKey($this->quote->id), $quote_update);
 
         $response->assertStatus(200);
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
+                'X-API-TOKEN' => $this->token,
-            ])->delete('/api/v1/quotes/'.$this->encodePrimaryKey($quote->id));
+            ])->delete('/api/v1/quotes/'.$this->encodePrimaryKey($this->quote->id));
 
         $response->assertStatus(200);
 
-        $client_contact = ClientContact::whereClientId($client->id)->first();
+        $client_contact = ClientContact::whereClientId($this->client->id)->first();
 
         $data = [
-            'client_id' => $this->encodePrimaryKey($client->id),
+            'client_id' => $this->encodePrimaryKey($this->client->id),
             'date' => "2019-12-14",
             'line_items' => [],
             'invitations' => [
@@ -212,7 +109,7 @@ class QuoteTest extends TestCase
 
         $response = $this->withHeaders([
                 'X-API-SECRET' => config('ninja.api_secret'),
-                'X-API-TOKEN' => $token,
+                'X-API-TOKEN' => $this->token,
             ])->post('/api/v1/quotes', $data);
 
         $response->assertStatus(200);

tests/Integration/DesignTest.php

@@ -0,0 +1,73 @@
+<?php
+
+namespace Tests\Integration;
+
+use App\Designs\Designer;
+use App\Designs\Modern;
+use App\Jobs\Invoice\CreateInvoicePdf;
+use App\Jobs\Quote\CreateQuotePdf;
+use Tests\MockAccountData;
+use Tests\TestCase;
+
+/**
+ * @test
+ * @covers App\Designs\Designer
+ */
+class DesignTest extends TestCase
+{
+  	use MockAccountData;
+
+    public function setUp() :void
+    {
+        parent::setUp();
+
+        $this->makeTestData();
+    }
+
+    public function testInvoiceDesignExists()
+    {
+
+    	$modern = new Modern();
+
+    	$designer = new Designer($modern, $this->company->settings->pdf_variables, 'quote');
+
+    	$html = $designer->build($this->invoice)->getHtml();
+
+    	$this->assertNotNull($html);
+
+    	//\Log::error($html);
+
+    	$settings = $this->invoice->client->settings;
+    	$settings->invoice_design_id = "4";
+
+    	$this->client->settings = $settings;
+    	$this->client->save();
+
+    	CreateInvoicePdf::dispatchNow($this->invoice, $this->invoice->company, $this->invoice->client->primary_contact()->first());
+    }
+
+    public function testQuoteDesignExists()
+    {
+
+    	$modern = new Modern();
+
+    	$designer = new Designer($modern, $this->company->settings->pdf_variables, 'quote');
+
+    	$html = $designer->build($this->quote)->getHtml();
+
+    	$this->assertNotNull($html);
+
+    	//\Log::error($html);
+
+    	$settings = $this->invoice->client->settings;
+    	$settings->quote_design_id = "4";
+
+    	$this->client->settings = $settings;
+    	$this->client->save();
+
+    	CreateQuotePdf::dispatchNow($this->quote, $this->quote->company, $this->quote->client->primary_contact()->first());
+    }
+    
+}
+
+            

tests/Integration/InvoiceDesignTest.php

@@ -1,116 +0,0 @@
-<?php
-
-namespace Tests\Integration;
-
-use App\Designs\Designer;
-use App\Designs\Modern;
-use App\Jobs\Invoice\CreateInvoicePdf;
-use Tests\MockAccountData;
-use Tests\TestCase;
-
-/**
- * @test
- * @covers App\Designs\Designer
- */
-class InvoiceDesignTest extends TestCase
-{
-  	use MockAccountData;
-
-    public function setUp() :void
-    {
-        parent::setUp();
-
-        $this->makeTestData();
-    }
-
-    public function testDesignExists()
-    {
-
-    	$modern = new Modern();
-
-    	$input_variables = [
-    		'client_details' => [
-				'name',
-				'id_number',
-				'vat_number',
-				'address1',
-				'address2',
-				'city_state_postal',
-				'postal_city_state',
-				'country',
-				'email',
-				'client1',
-				'client2',
-				'client3',
-				'client4',
-				'contact1',
-				'contact2',
-				'contact3',
-				'contact4',
-    		],
-    		'company_details' => [
-    			'company_name',
-				'id_number',
-				'vat_number',
-				'website',
-				'email',
-				'phone',
-				'company1',
-				'company2',
-				'company3',
-				'company4',
-    		],
-    		'company_address' => [
-				'address1',
-				'address2',
-				'city_state_postal',
-				'postal_city_state',
-				'country',
-				'company1',
-				'company2',
-				'company3',
-				'company4',
-    		],
-    		'invoice_details' => [
-				'invoice_number',
-				'po_number',
-				'date',
-				'due_date',
-				'balance_due',
-				'invoice_total',
-				'partial_due',
-				'invoice1',
-				'invoice2',
-				'invoice3',
-				'invoice4',
-				'surcharge1',
-				'surcharge2',
-				'surcharge3',
-				'surcharge4',
-    		],
-    		'table_columns' => [
-    			'product_key', 
-	    		'notes', 
-	    		'cost',
-	    		'quantity', 
-	    		'discount', 
-	    		'tax_name1', 
-	    		'line_total'
-    		],
-    	];
-
-    	$designer = new Designer($modern, $input_variables);
-
-    	$html = $designer->build($this->invoice)->getHtml();
-
-    	$this->assertNotNull($html);
-
-    	//\Log::error($html);
-
-    	CreateInvoicePdf::dispatchNow($this->invoice, $this->invoice->company, $this->invoice->client->primary_contact()->first());
-    }
-
-    
-}
-
-            

tests/MockAccountData.php

@@ -60,6 +60,10 @@ trait MockAccountData
 
     public $token;
 
+    public $invoice;
+
+    public $quote;
+
 	public function makeTestData()
 	{
 
@@ -206,6 +210,29 @@ trait MockAccountData
 
         $this->invoice->service()->markSent();
 
+        $this->quote = factory(\App\Models\Quote::class)->create([
+                'user_id' => $this->user->id,
+                'client_id' => $this->client->id,
+                'company_id' => $this->company->id,
+            ]);
+
+        $this->quote->line_items = $this->buildLineItems();
+        $this->quote->uses_inclusive_taxes = false;
+
+        $this->quote->save();
+
+        $this->quote_calc = new InvoiceSum($this->quote);
+        $this->quote_calc->build();
+
+        $this->quote = $this->quote_calc->getQuote();
+        
+        $this->quote->number = $this->getNextQuoteNumber($this->client);
+
+        $this->quote->setRelation('client', $this->client);
+        $this->quote->setRelation('company', $this->company);
+
+        $this->quote->save();
+
         $this->credit = CreditFactory::create($this->company->id,$this->user->id);
         $this->credit->client_id = $this->client->id;
 

tests/Unit/GeneratesCounterTest.php

@@ -89,11 +89,11 @@ class GeneratesCounterTest extends TestCase
 
         $quote_number = $this->getNextQuoteNumber($this->client);
 
-        $this->assertEquals($quote_number, 0001);
+        $this->assertEquals($quote_number, 0002);
 
         $quote_number = $this->getNextQuoteNumber($this->client);
 
-        $this->assertEquals($quote_number, '0002');
+        $this->assertEquals($quote_number, '0003');
 
     }