From a1603eb9821b1651ca9d4e689289d4aefab2dd64 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 1 Feb 2023 16:42:14 +0100
Subject: [PATCH 001/199] BTHAB-37: Add direct link to CiviCase Instances

---
 .../Hook/NavigationMenu/AlterForCaseMenu.php  | 60 +++++++++++++++++++
 1 file changed, 60 insertions(+)

diff --git a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
index f71494176..22dae9dad 100644
--- a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
+++ b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
@@ -1,5 +1,6 @@
 <?php
 
+use Civi\Api4\OptionGroup;
 use CRM_Civicase_Service_CaseCategorySetting as CaseCategorySetting;
 use CRM_Civicase_Helper_CaseUrl as CaseUrlHelper;
 
@@ -29,6 +30,7 @@ public function run(array &$menu) {
     $this->caseCategorySetting = new CaseCategorySetting();
     $this->rewriteCaseUrls($menu);
     $this->addCaseWebformUrl($menu);
+    $this->addCiviCaseInstanceMenu($menu);
   }
 
   /**
@@ -116,4 +118,62 @@ private function menuWalk(array &$menu, callable $callback) {
     }
   }
 
+  /**
+   * Adds the civicase instance menu to the Adminsiter Civicase Menu.
+   *
+   * @param array $menu
+   *   Tree of menu items, per hook_civicrm_navigationMenu.
+   */
+  private function addCiviCaseInstanceMenu(array &$menu) {
+    $groupId = $this->getCaseTypeCategoryGroupId();
+    if (empty($groupId)) {
+      return;
+    }
+
+    // Find the Civicase menu.
+    $caseID = CRM_Core_DAO::getFieldValue('CRM_Core_DAO_Navigation', 'CiviCase', 'id', 'name');
+    $administerID = CRM_Core_DAO::getFieldValue('CRM_Core_DAO_Navigation', 'Administer', 'id', 'name');
+    $civicaseSettings = &$menu[$administerID]['child'][$caseID];
+
+    $weight = $desiredWeight = 0;
+    $moveDown = FALSE;
+    foreach ($civicaseSettings['child'] as $key => &$value) {
+      if ($value['attributes']['name'] === 'Case Types') {
+        $weight = $desiredWeight = (int) $value['attributes']['weight'];
+        $moveDown = TRUE;
+      }
+
+      if ($moveDown) {
+        $value['attributes']['weight'] = ++$weight;
+      }
+    }
+
+    $menu[$administerID]['child'][$caseID]['child'][] = [
+      'attributes' => [
+        'label' => ts('CiviCase Instances'),
+        'name' => 'CiviCase Instances',
+        'url' => "civicrm/admin/options?gid=$groupId&reset=1",
+        'permission' => 'access all cases and activities',
+        'operator' => 'OR',
+        'separator' => 1,
+        'parentID' => $caseID,
+        'active' => 1,
+        'weight' => $desiredWeight,
+      ],
+    ];
+  }
+
+  /**
+   * Returnd the ID of the case type category option group.
+   */
+  private function getCaseTypeCategoryGroupId() {
+    $optionGroups = OptionGroup::get()
+      ->addSelect('id')
+      ->addWhere('name', '=', 'case_type_categories')
+      ->setLimit(25)
+      ->execute();
+
+    return $optionGroups[0]["id"] ?? NULL;
+  }
+
 }

From b783b66a2347503f0a5cf1962b3b6d960adac714 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 8 Feb 2023 16:00:12 +0100
Subject: [PATCH 002/199] BTHAB-45: Show case instances without searching

---
 templates/CRM/Civicase/ChangeSet/CaseTypeCategory.html | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/templates/CRM/Civicase/ChangeSet/CaseTypeCategory.html b/templates/CRM/Civicase/ChangeSet/CaseTypeCategory.html
index 1d510af43..4798c4dc5 100644
--- a/templates/CRM/Civicase/ChangeSet/CaseTypeCategory.html
+++ b/templates/CRM/Civicase/ChangeSet/CaseTypeCategory.html
@@ -9,7 +9,7 @@
       api: {
         params: {option_group_id: 'case_type_categories'}
       },
-      select: {allowClear: true, multiple: false, placeholder: ts('Select Instance')},
+      select: {allowClear: true, multiple: false, placeholder: ts('Select Instance'), 'minimumInputLength': 0},
     }"
     class="big crm-form-text"
   />

From 7860cfb4b8c7110f3e690f73299d12cdbc9ffc51 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Feb 2023 15:18:21 +0100
Subject: [PATCH 003/199] BTHAB-38: Regenerate civix file

---
 civicase.civix.php                            | 183 +-----------------
 civicase.php                                  |  55 ------
 info.xml                                      |   9 +-
 phpunit.xml.dist                              |   2 +-
 tests/phpunit/BaseHeadlessTest.php            |   2 +-
 .../CRM/Civicase/BAO/CaseContactLockTest.php  |   2 +-
 tests/phpunit/api/v3/Case/BaseTestCase.php    |   2 +-
 7 files changed, 14 insertions(+), 241 deletions(-)

diff --git a/civicase.civix.php b/civicase.civix.php
index c1e8efe5b..c479c0456 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -91,9 +91,9 @@ function _civicase_civix_civicrm_config(&$config = NULL) {
   }
   $configured = TRUE;
 
-  $template =& CRM_Core_Smarty::singleton();
+  $template = CRM_Core_Smarty::singleton();
 
-  $extRoot = dirname(__FILE__) . DIRECTORY_SEPARATOR;
+  $extRoot = __DIR__ . DIRECTORY_SEPARATOR;
   $extDir = $extRoot . 'templates';
 
   if (is_array($template->template_dir)) {
@@ -107,19 +107,6 @@ function _civicase_civix_civicrm_config(&$config = NULL) {
   set_include_path($include_path);
 }
 
-/**
- * (Delegated) Implements hook_civicrm_xmlMenu().
- *
- * @param $files array(string)
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_xmlMenu
- */
-function _civicase_civix_civicrm_xmlMenu(&$files) {
-  foreach (_civicase_civix_glob(__DIR__ . '/xml/Menu/*.xml') as $file) {
-    $files[] = $file;
-  }
-}
-
 /**
  * Implements hook_civicrm_install().
  *
@@ -217,160 +204,6 @@ function _civicase_civix_upgrader() {
   }
 }
 
-/**
- * Search directory tree for files which match a glob pattern.
- *
- * Note: Dot-directories (like "..", ".git", or ".svn") will be ignored.
- * Note: In Civi 4.3+, delegate to CRM_Utils_File::findFiles()
- *
- * @param string $dir base dir
- * @param string $pattern , glob pattern, eg "*.txt"
- *
- * @return array
- */
-function _civicase_civix_find_files($dir, $pattern) {
-  if (is_callable(['CRM_Utils_File', 'findFiles'])) {
-    return CRM_Utils_File::findFiles($dir, $pattern);
-  }
-
-  $todos = [$dir];
-  $result = [];
-  while (!empty($todos)) {
-    $subdir = array_shift($todos);
-    foreach (_civicase_civix_glob("$subdir/$pattern") as $match) {
-      if (!is_dir($match)) {
-        $result[] = $match;
-      }
-    }
-    if ($dh = opendir($subdir)) {
-      while (FALSE !== ($entry = readdir($dh))) {
-        $path = $subdir . DIRECTORY_SEPARATOR . $entry;
-        if ($entry[0] == '.') {
-        }
-        elseif (is_dir($path)) {
-          $todos[] = $path;
-        }
-      }
-      closedir($dh);
-    }
-  }
-  return $result;
-}
-
-/**
- * (Delegated) Implements hook_civicrm_managed().
- *
- * Find any *.mgd.php files, merge their content, and return.
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_managed
- */
-function _civicase_civix_civicrm_managed(&$entities) {
-  $mgdFiles = _civicase_civix_find_files(__DIR__, '*.mgd.php');
-  sort($mgdFiles);
-  foreach ($mgdFiles as $file) {
-    $es = include $file;
-    foreach ($es as $e) {
-      if (empty($e['module'])) {
-        $e['module'] = E::LONG_NAME;
-      }
-      if (empty($e['params']['version'])) {
-        $e['params']['version'] = '3';
-      }
-      $entities[] = $e;
-    }
-  }
-}
-
-/**
- * (Delegated) Implements hook_civicrm_caseTypes().
- *
- * Find any and return any files matching "xml/case/*.xml"
- *
- * Note: This hook only runs in CiviCRM 4.4+.
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_caseTypes
- */
-function _civicase_civix_civicrm_caseTypes(&$caseTypes) {
-  if (!is_dir(__DIR__ . '/xml/case')) {
-    return;
-  }
-
-  foreach (_civicase_civix_glob(__DIR__ . '/xml/case/*.xml') as $file) {
-    $name = preg_replace('/\.xml$/', '', basename($file));
-    if ($name != CRM_Case_XMLProcessor::mungeCaseType($name)) {
-      $errorMessage = sprintf("Case-type file name is malformed (%s vs %s)", $name, CRM_Case_XMLProcessor::mungeCaseType($name));
-      throw new CRM_Core_Exception($errorMessage);
-    }
-    $caseTypes[$name] = [
-      'module' => E::LONG_NAME,
-      'name' => $name,
-      'file' => $file,
-    ];
-  }
-}
-
-/**
- * (Delegated) Implements hook_civicrm_angularModules().
- *
- * Find any and return any files matching "ang/*.ang.php"
- *
- * Note: This hook only runs in CiviCRM 4.5+.
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_angularModules
- */
-function _civicase_civix_civicrm_angularModules(&$angularModules) {
-  if (!is_dir(__DIR__ . '/ang')) {
-    return;
-  }
-
-  $files = _civicase_civix_glob(__DIR__ . '/ang/*.ang.php');
-  foreach ($files as $file) {
-    $name = preg_replace(':\.ang\.php$:', '', basename($file));
-    $module = include $file;
-    if (empty($module['ext'])) {
-      $module['ext'] = E::LONG_NAME;
-    }
-    $angularModules[$name] = $module;
-  }
-}
-
-/**
- * (Delegated) Implements hook_civicrm_themes().
- *
- * Find any and return any files matching "*.theme.php"
- */
-function _civicase_civix_civicrm_themes(&$themes) {
-  $files = _civicase_civix_glob(__DIR__ . '/*.theme.php');
-  foreach ($files as $file) {
-    $themeMeta = include $file;
-    if (empty($themeMeta['name'])) {
-      $themeMeta['name'] = preg_replace(':\.theme\.php$:', '', basename($file));
-    }
-    if (empty($themeMeta['ext'])) {
-      $themeMeta['ext'] = E::LONG_NAME;
-    }
-    $themes[$themeMeta['name']] = $themeMeta;
-  }
-}
-
-/**
- * Glob wrapper which is guaranteed to return an array.
- *
- * The documentation for glob() says, "On some systems it is impossible to
- * distinguish between empty match and an error." Anecdotally, the return
- * result for an empty match is sometimes array() and sometimes FALSE.
- * This wrapper provides consistency.
- *
- * @link http://php.net/glob
- * @param string $pattern
- *
- * @return array
- */
-function _civicase_civix_glob($pattern) {
-  $result = glob($pattern);
-  return is_array($result) ? $result : [];
-}
-
 /**
  * Inserts a navigation menu item at a given place in the hierarchy.
  *
@@ -453,18 +286,6 @@ function _civicase_civix_fixNavigationMenuItems(&$nodes, &$maxNavID, $parentID)
   }
 }
 
-/**
- * (Delegated) Implements hook_civicrm_alterSettingsFolders().
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_alterSettingsFolders
- */
-function _civicase_civix_civicrm_alterSettingsFolders(&$metaDataFolders = NULL) {
-  $settingsDir = __DIR__ . DIRECTORY_SEPARATOR . 'settings';
-  if (!in_array($settingsDir, $metaDataFolders) && is_dir($settingsDir)) {
-    $metaDataFolders[] = $settingsDir;
-  }
-}
-
 /**
  * (Delegated) Implements hook_civicrm_entityTypes().
  *
diff --git a/civicase.php b/civicase.php
index aa381a5b8..b8a923b9a 100644
--- a/civicase.php
+++ b/civicase.php
@@ -81,15 +81,6 @@ function civicase_civicrm_config(&$config) {
   );
 }
 
-/**
- * Implements hook_civicrm_xmlMenu().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_xmlMenu
- */
-function civicase_civicrm_xmlMenu(&$files) {
-  _civicase_civix_civicrm_xmlMenu($files);
-}
-
 /**
  * Implements hook_civicrm_install().
  *
@@ -144,43 +135,6 @@ function civicase_civicrm_upgrade($op, CRM_Queue_Queue $queue = NULL) {
   return _civicase_civix_civicrm_upgrade($op, $queue);
 }
 
-/**
- * Implements hook_civicrm_managed().
- *
- * Generate a list of entities to create/deactivate/delete when this module
- * is installed, disabled, uninstalled.
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_managed
- */
-function civicase_civicrm_managed(&$entities) {
-  _civicase_civix_civicrm_managed($entities);
-}
-
-/**
- * Implements hook_civicrm_caseTypes().
- *
- * Generate a list of case-types.
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_caseTypes
- */
-function civicase_civicrm_caseTypes(&$caseTypes) {
-  _civicase_civix_civicrm_caseTypes($caseTypes);
-}
-
-/**
- * Implements hook_civicrm_angularModules().
- *
- * Generate a list of Angular modules.
- *
- * Note: This hook only runs in CiviCRM 4.5+. It may
- * use features only available in v4.6+.
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_caseTypes
- */
-function civicase_civicrm_angularModules(&$angularModules) {
-  _civicase_civix_civicrm_angularModules($angularModules);
-}
-
 /**
  * Implements hook_civicrm_alterMenu().
  *
@@ -196,15 +150,6 @@ function civicase_civicrm_alterMenu(&$items) {
   $items['civicrm/export/standalone']['ids_arguments']['json'][] = 'civicase_reload';
 }
 
-/**
- * Implements hook_civicrm_alterSettingsFolders().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_alterSettingsFolders
- */
-function civicase_civicrm_alterSettingsFolders(&$metaDataFolders = NULL) {
-  _civicase_civix_civicrm_alterSettingsFolders($metaDataFolders);
-}
-
 /**
  * Implements hook_civicrm_buildForm().
  */
diff --git a/info.xml b/info.xml
index 9d6d1852e..0a98f4df9 100644
--- a/info.xml
+++ b/info.xml
@@ -25,13 +25,20 @@
      CiviCRM 5.51.1
   </comments>
   <classloader>
-    <psr4 prefix="Civi\" path="Civi" />
+    <psr4 prefix="Civi\" path="Civi"/>
   </classloader>
   <civix>
     <namespace>CRM/Civicase</namespace>
+    <format>22.05.2</format>
   </civix>
   <requires>
     <ext>org.civicrm.shoreditch</ext>
     <ext>uk.co.compucorp.usermenu</ext>
   </requires>
+  <mixins>
+    <mixin>ang-php@1.0.0</mixin>
+    <mixin>menu-xml@1.0.0</mixin>
+    <mixin>mgd-php@1.0.0</mixin>
+    <mixin>setting-php@1.0.0</mixin>
+  </mixins>
 </extension>
diff --git a/phpunit.xml.dist b/phpunit.xml.dist
index 0f9f25d30..fc8f870b7 100644
--- a/phpunit.xml.dist
+++ b/phpunit.xml.dist
@@ -1,5 +1,5 @@
 <?xml version="1.0"?>
-<phpunit backupGlobals="false" backupStaticAttributes="false" colors="true" convertErrorsToExceptions="true" convertNoticesToExceptions="true" convertWarningsToExceptions="true" processIsolation="false" stopOnFailure="false" syntaxCheck="false" bootstrap="tests/phpunit/bootstrap.php">
+<phpunit backupGlobals="false" backupStaticAttributes="false" colors="true" convertErrorsToExceptions="true" convertNoticesToExceptions="true" convertWarningsToExceptions="true" processIsolation="false" stopOnFailure="false" bootstrap="tests/phpunit/bootstrap.php">
   <testsuites>
     <testsuite name="My Test Suite">
       <directory>./tests/phpunit</directory>
diff --git a/tests/phpunit/BaseHeadlessTest.php b/tests/phpunit/BaseHeadlessTest.php
index 2eda63621..5f0a6db5e 100644
--- a/tests/phpunit/BaseHeadlessTest.php
+++ b/tests/phpunit/BaseHeadlessTest.php
@@ -7,7 +7,7 @@
 /**
  * Base test class.
  */
-abstract class BaseHeadlessTest extends PHPUnit_Framework_TestCase implements HeadlessInterface, TransactionalInterface {
+abstract class BaseHeadlessTest extends PHPUnit\Framework\TestCase implements HeadlessInterface, TransactionalInterface {
 
   /**
    * {@inheritDoc}
diff --git a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
index 96bf4b95f..ec14124cc 100644
--- a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
+++ b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
@@ -12,7 +12,7 @@
  *
  * @group headless
  */
-class CRM_Civicase_BAO_CaseContactLockTest extends PHPUnit_Framework_TestCase implements HeadlessInterface, TransactionalInterface {
+class CRM_Civicase_BAO_CaseContactLockTest extends PHPUnit\Framework\TestCase implements HeadlessInterface, TransactionalInterface {
 
   /**
    * {@inheritdoc}
diff --git a/tests/phpunit/api/v3/Case/BaseTestCase.php b/tests/phpunit/api/v3/Case/BaseTestCase.php
index 3082b0008..e23477d2a 100644
--- a/tests/phpunit/api/v3/Case/BaseTestCase.php
+++ b/tests/phpunit/api/v3/Case/BaseTestCase.php
@@ -3,7 +3,7 @@
 /**
  * Test the "Case.getfiles" API.
  */
-class api_v3_Case_BaseTestCase extends \PHPUnit_Framework_TestCase {
+class api_v3_Case_BaseTestCase extends \PHPUnit\Framework\TestCase {
 
   protected $_apiversion = 3;
   protected static $filePrefix = NULL;

From 3a21a79c23d3e17864e0fdd3c319a8e2b2c8319c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Feb 2023 16:05:18 +0100
Subject: [PATCH 004/199] BTHAB-38: Apply PHPCS lints and ignore basetestcases

---
 phpcs-ruleset.xml                                      | 2 ++
 tests/phpunit/BaseHeadlessTest.php                     | 3 ++-
 tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php | 3 ++-
 3 files changed, 6 insertions(+), 2 deletions(-)

diff --git a/phpcs-ruleset.xml b/phpcs-ruleset.xml
index 0524d7a5d..c96b72908 100644
--- a/phpcs-ruleset.xml
+++ b/phpcs-ruleset.xml
@@ -21,6 +21,8 @@
     <exclude-pattern>CRM/Civicase/DAO/*</exclude-pattern>
     <exclude-pattern>CRM/Civicase/Upgrader/Base.php</exclude-pattern>
     <exclude-pattern>CRM/Civicase/Form/Report/Case/CaseWithActivityPivot.php</exclude-pattern>
+    <exclude-pattern>tests/phpunit/api/v3/Case/BaseTestCase.php</exclude-pattern>
+    <exclude-pattern>tests/phpunit/BaseHeadlessTest.phpp</exclude-pattern>
     <!-- Civicrm APi tests classes do have names beginning with lower case -->
     <!-- Hence the following rule is excluded -->
     <exclude name="Drupal.NamingConventions.ValidClassName.StartWithCaptial"/>
diff --git a/tests/phpunit/BaseHeadlessTest.php b/tests/phpunit/BaseHeadlessTest.php
index 5f0a6db5e..ea2509aa2 100644
--- a/tests/phpunit/BaseHeadlessTest.php
+++ b/tests/phpunit/BaseHeadlessTest.php
@@ -1,5 +1,6 @@
 <?php
 
+use PHPUnit\Framework\TestCase;
 use Civi\Test;
 use Civi\Test\HeadlessInterface;
 use Civi\Test\TransactionalInterface;
@@ -7,7 +8,7 @@
 /**
  * Base test class.
  */
-abstract class BaseHeadlessTest extends PHPUnit\Framework\TestCase implements HeadlessInterface, TransactionalInterface {
+abstract class BaseHeadlessTest extends TestCase implements HeadlessInterface, TransactionalInterface {
 
   /**
    * {@inheritDoc}
diff --git a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
index ec14124cc..fba943be4 100644
--- a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
+++ b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
@@ -1,5 +1,6 @@
 <?php
 
+use PHPUnit\Framework\TestCase;
 use Civi\Test\HeadlessInterface;
 use Civi\Test\TransactionalInterface;
 use Civi\Test;
@@ -12,7 +13,7 @@
  *
  * @group headless
  */
-class CRM_Civicase_BAO_CaseContactLockTest extends PHPUnit\Framework\TestCase implements HeadlessInterface, TransactionalInterface {
+class CRM_Civicase_BAO_CaseContactLockTest extends TestCase implements HeadlessInterface, TransactionalInterface {
 
   /**
    * {@inheritdoc}

From 3cba90c63a8859e7d8ed4084d96ac9f6f04c3920 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Feb 2023 16:24:41 +0100
Subject: [PATCH 005/199] BTHAB-38: Manage optiongroup used to store case
 instance features

---
 CRM/Civicase/Setup/Manage/AbstractManager.php | 44 ++++++++++++
 .../CaseTypeCategoryFeaturesManager.php       | 71 +++++++++++++++++++
 CRM/Civicase/Upgrader.php                     |  7 ++
 CRM/Civicase/Upgrader/Steps/Step0019.php      | 22 ++++++
 4 files changed, 144 insertions(+)
 create mode 100644 CRM/Civicase/Setup/Manage/AbstractManager.php
 create mode 100644 CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
 create mode 100644 CRM/Civicase/Upgrader/Steps/Step0019.php

diff --git a/CRM/Civicase/Setup/Manage/AbstractManager.php b/CRM/Civicase/Setup/Manage/AbstractManager.php
new file mode 100644
index 000000000..cdc918fb3
--- /dev/null
+++ b/CRM/Civicase/Setup/Manage/AbstractManager.php
@@ -0,0 +1,44 @@
+<?php
+
+/**
+ * Interface to manage entities.
+ *
+ * Describes the interface for entities that are
+ * to be managed (created, removed ..etc) during the
+ * extension installations, disabling ..etc.
+ */
+abstract class CRM_Civicase_Setup_Manage_AbstractManager {
+
+  /**
+   * Creates the entity.
+   */
+  abstract public function create(): void;
+
+  /**
+   * Removes the entity.
+   */
+  abstract public function remove(): void;
+
+  /**
+   * Disables the entity.
+   */
+  public function disable(): void {
+    $this->toggle(FALSE);
+  }
+
+  /**
+   * Enables the entity.
+   */
+  public function enable() {
+    $this->toggle(TRUE);
+  }
+
+  /**
+   * Enables/Disables the entity based on the passed status.
+   *
+   * @params boolean $status
+   *  True to enable the entity, False to disable the entity.
+   */
+  abstract protected function toggle($status): void;
+
+}
diff --git a/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php b/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
new file mode 100644
index 000000000..ca0ecb936
--- /dev/null
+++ b/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
@@ -0,0 +1,71 @@
+<?php
+
+/**
+ * Manages the option group and values that stores case type category features.
+ */
+class CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager extends CRM_Civicase_Setup_Manage_AbstractManager {
+
+  /**
+   * Ensures Case Type Category option group and default option values exists.
+   *
+   * The option values in the option group will store the additional
+   * features that can be enabled/disabled for each case type category.
+   */
+  public function create(): void {
+    CRM_Core_BAO_OptionGroup::ensureOptionGroupExists([
+      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'title' => ts('Case Type Category Additional Features'),
+      'is_reserved' => 1,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'name' => 'quotations',
+      'label' => 'Quotations',
+      'is_default' => TRUE,
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'name' => 'invoices',
+      'label' => 'Invoices',
+      'is_default' => TRUE,
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'name' => 'pledges',
+      'label' => 'Pledges',
+      'is_default' => TRUE,
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+  }
+
+  /**
+   * Removes the entity.
+   */
+  public function remove(): void {
+    civicrm_api3('OptionGroup', 'get', [
+      'return' => ['id'],
+      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'api.OptionGroup.delete' => ['id' => '$value.id'],
+    ]);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function toggle($status): void {
+    civicrm_api3('OptionGroup', 'get', [
+      'sequential' => 1,
+      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'api.OptionGroup.create' => ['id' => '$value.id', 'is_active' => $status],
+    ]);
+  }
+
+}
diff --git a/CRM/Civicase/Upgrader.php b/CRM/Civicase/Upgrader.php
index 762e85d6b..e34ae0214 100644
--- a/CRM/Civicase/Upgrader.php
+++ b/CRM/Civicase/Upgrader.php
@@ -15,6 +15,7 @@
 use CRM_Civicase_Setup_AddSingularLabels as AddSingularLabels;
 use CRM_Civicase_ExtensionUtil as E;
 use CRM_Civicase_Setup_AddMyActivitiesMenu as AddMyActivitiesMenu;
+use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryFeaturesManager;
 
 /**
  * Collection of upgrade steps.
@@ -148,6 +149,7 @@ public function install() {
     }
 
     $this->createManageCasesMenuItem();
+    (new CaseTypeCategoryFeaturesManager())->create();
   }
 
   /**
@@ -243,6 +245,8 @@ public function uninstall() {
     foreach ($steps as $step) {
       $step->apply();
     }
+
+    (new CaseTypeCategoryFeaturesManager())->remove();
   }
 
   /**
@@ -407,6 +411,8 @@ public function enable() {
 
     $workflowMenu = new AddManageWorkflowMenu();
     $workflowMenu->apply();
+
+    (new CaseTypeCategoryFeaturesManager())->enable();
   }
 
   /**
@@ -416,6 +422,7 @@ public function disable() {
     $this->swapCaseMenuItems();
 
     $this->toggleNav('Manage Cases', FALSE);
+    (new CaseTypeCategoryFeaturesManager())->disable();
   }
 
   /**
diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
new file mode 100644
index 000000000..a29add7f5
--- /dev/null
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -0,0 +1,22 @@
+<?php
+
+use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryManager;
+
+/**
+ * Update menus with new URL.
+ */
+class CRM_Civicase_Upgrader_Steps_Step0019 {
+
+  /**
+   * Runs the upgrader changes.
+   *
+   * @return bool
+   *   Return value in boolean.
+   */
+  public function apply() {
+    (new CaseTypeCategoryManager())->create();
+
+    return TRUE;
+  }
+
+}

From 15f5a71fb0023924ef8dc4d41e6e7261ccc93d46 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 6 Feb 2023 09:06:35 +0100
Subject: [PATCH 006/199] BTHAB-38: Create new entity to link case category
 with features

---
 CRM/Civicase/BAO/CaseCategoryFeatures.php     |  31 +++
 CRM/Civicase/DAO/CaseCategoryFeatures.php     | 208 ++++++++++++++++++
 CRM/Civicase/DAO/CaseCategoryInstance.php     |  39 +++-
 CRM/Civicase/DAO/CaseContactLock.php          |  50 ++++-
 CRM/Civicase/Upgrader/Steps/Step0019.php      |   3 +
 Civi/Api4/CaseCategoryFeatures.php            |  16 ++
 civicase.civix.php                            |   5 +
 sql/auto_install.sql                          |  15 ++
 sql/auto_uninstall.sql                        |  17 +-
 .../CaseCategoryFeatures.entityType.php       |  17 ++
 .../CRM/Civicase/CaseCategoryFeatures.xml     |  43 ++++
 11 files changed, 423 insertions(+), 21 deletions(-)
 create mode 100644 CRM/Civicase/BAO/CaseCategoryFeatures.php
 create mode 100644 CRM/Civicase/DAO/CaseCategoryFeatures.php
 create mode 100644 Civi/Api4/CaseCategoryFeatures.php
 create mode 100644 xml/schema/CRM/Civicase/CaseCategoryFeatures.entityType.php
 create mode 100644 xml/schema/CRM/Civicase/CaseCategoryFeatures.xml

diff --git a/CRM/Civicase/BAO/CaseCategoryFeatures.php b/CRM/Civicase/BAO/CaseCategoryFeatures.php
new file mode 100644
index 000000000..a23f7cc32
--- /dev/null
+++ b/CRM/Civicase/BAO/CaseCategoryFeatures.php
@@ -0,0 +1,31 @@
+<?php
+
+/**
+ * CaseCategoryFeatures BAO.
+ */
+class CRM_Civicase_BAO_CaseCategoryFeatures extends CRM_Civicase_DAO_CaseCategoryFeatures {
+
+  /**
+   * Create a new CaseCategoryFeatures based on array-data.
+   *
+   * @param array $params
+   *   Key-value pairs.
+   *
+   * @return CRM_Civicase_DAO_CaseCategoryFeatures|null
+   *   Case category feature.
+   */
+  public static function create(array $params) {
+    $className = 'CRM_Civicase_DAO_CaseCategoryFeatures';
+    $entityName = 'CaseCategoryFeatures';
+    $hook = empty($params['id']) ? 'create' : 'edit';
+
+    CRM_Utils_Hook::pre($hook, $entityName, CRM_Utils_Array::value('id', $params), $params);
+    $instance = new $className();
+    $instance->copyValues($params);
+    $instance->save();
+    CRM_Utils_Hook::post($hook, $entityName, $instance->id, $instance);
+
+    return $instance;
+  }
+
+}
diff --git a/CRM/Civicase/DAO/CaseCategoryFeatures.php b/CRM/Civicase/DAO/CaseCategoryFeatures.php
new file mode 100644
index 000000000..35e33a992
--- /dev/null
+++ b/CRM/Civicase/DAO/CaseCategoryFeatures.php
@@ -0,0 +1,208 @@
+<?php
+
+/**
+ * @package CRM
+ * @copyright CiviCRM LLC https://civicrm.org/licensing
+ *
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseCategoryFeatures.xml
+ * DO NOT EDIT.  Generated by CRM_Core_CodeGen
+ * (GenCodeChecksum:480eebcac1f7ce6976ee6dd5a87112e8)
+ */
+use CRM_Civicase_ExtensionUtil as E;
+
+/**
+ * Database access object for the CaseCategoryFeatures entity.
+ */
+class CRM_Civicase_DAO_CaseCategoryFeatures extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '';
+
+  /**
+   * Static instance to hold the table name.
+   *
+   * @var string
+   */
+  public static $_tableName = 'civicrm_case_category_features';
+
+  /**
+   * Should CiviCRM log any modifications to this table in the civicrm_log table.
+   *
+   * @var bool
+   */
+  public static $_log = TRUE;
+
+  /**
+   * Unique CaseCategoryFeatures ID
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $id;
+
+  /**
+   * One of the values of the case_type_categories option group
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $category_id;
+
+  /**
+   * One of the values of the case_type_category_features option group
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $feature_id;
+
+  /**
+   * Class constructor.
+   */
+  public function __construct() {
+    $this->__table = 'civicrm_case_category_features';
+    parent::__construct();
+  }
+
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Category Featureses') : E::ts('Case Category Features');
+  }
+
+  /**
+   * Returns all the column names of this table
+   *
+   * @return array
+   */
+  public static function &fields() {
+    if (!isset(Civi::$statics[__CLASS__]['fields'])) {
+      Civi::$statics[__CLASS__]['fields'] = [
+        'id' => [
+          'name' => 'id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('Unique CaseCategoryFeatures ID'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_category_features.id',
+          'table_name' => 'civicrm_case_category_features',
+          'entity' => 'CaseCategoryFeatures',
+          'bao' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Number',
+          ],
+          'readonly' => TRUE,
+          'add' => NULL,
+        ],
+        'category_id' => [
+          'name' => 'category_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('One of the values of the case_type_categories option group'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_category_features.category_id',
+          'table_name' => 'civicrm_case_category_features',
+          'entity' => 'CaseCategoryFeatures',
+          'bao' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
+          'localizable' => 0,
+          'pseudoconstant' => [
+            'optionGroupName' => 'case_type_categories',
+            'optionEditPath' => 'civicrm/admin/options/case_type_categories',
+          ],
+          'add' => NULL,
+        ],
+        'feature_id' => [
+          'name' => 'feature_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('One of the values of the case_type_category_features option group'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_category_features.feature_id',
+          'table_name' => 'civicrm_case_category_features',
+          'entity' => 'CaseCategoryFeatures',
+          'bao' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
+          'localizable' => 0,
+          'pseudoconstant' => [
+            'optionGroupName' => 'case_type_category_features',
+            'optionEditPath' => 'civicrm/admin/options/case_type_category_features',
+          ],
+          'add' => NULL,
+        ],
+      ];
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
+    }
+    return Civi::$statics[__CLASS__]['fields'];
+  }
+
+  /**
+   * Return a mapping from field-name to the corresponding key (as used in fields()).
+   *
+   * @return array
+   *   Array(string $name => string $uniqueName).
+   */
+  public static function &fieldKeys() {
+    if (!isset(Civi::$statics[__CLASS__]['fieldKeys'])) {
+      Civi::$statics[__CLASS__]['fieldKeys'] = array_flip(CRM_Utils_Array::collect('name', self::fields()));
+    }
+    return Civi::$statics[__CLASS__]['fieldKeys'];
+  }
+
+  /**
+   * Returns the names of this table
+   *
+   * @return string
+   */
+  public static function getTableName() {
+    return self::$_tableName;
+  }
+
+  /**
+   * Returns if this table needs to be logged
+   *
+   * @return bool
+   */
+  public function getLog() {
+    return self::$_log;
+  }
+
+  /**
+   * Returns the list of fields that can be imported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &import($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, 'case_category_features', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of fields that can be exported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &export($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, 'case_category_features', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of indices
+   *
+   * @param bool $localize
+   *
+   * @return array
+   */
+  public static function indices($localize = TRUE) {
+    $indices = [];
+    return ($localize && !empty($indices)) ? CRM_Core_DAO_AllCoreTables::multilingualize(__CLASS__, $indices) : $indices;
+  }
+
+}
diff --git a/CRM/Civicase/DAO/CaseCategoryInstance.php b/CRM/Civicase/DAO/CaseCategoryInstance.php
index c087599b0..39cecd4f5 100644
--- a/CRM/Civicase/DAO/CaseCategoryInstance.php
+++ b/CRM/Civicase/DAO/CaseCategoryInstance.php
@@ -4,15 +4,18 @@
  * @package CRM
  * @copyright CiviCRM LLC https://civicrm.org/licensing
  *
- * Generated from /var/www/site2/profiles/compuclient/modules/contrib/civicrm/ext/uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseCategoryInstance.xml
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseCategoryInstance.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:b15b25c6edb87d09a297cc7861c72b27)
+ * (GenCodeChecksum:c54be94451d9f9473afcc991619787f0)
  */
+use CRM_Civicase_ExtensionUtil as E;
 
 /**
  * Database access object for the CaseCategoryInstance entity.
  */
 class CRM_Civicase_DAO_CaseCategoryInstance extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '';
 
   /**
    * Static instance to hold the table name.
@@ -31,21 +34,27 @@ class CRM_Civicase_DAO_CaseCategoryInstance extends CRM_Core_DAO {
   /**
    * Unique CaseCategoryInstance Id
    *
-   * @var int
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $id;
 
   /**
    * One of the values of the case_type_categories option group
    *
-   * @var int
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $category_id;
 
   /**
    * One of the values of the case_category_instance_type option group
    *
-   * @var int
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $instance_id;
 
@@ -57,6 +66,16 @@ public function __construct() {
     parent::__construct();
   }
 
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Category Instances') : E::ts('Case Category Instance');
+  }
+
   /**
    * Returns all the column names of this table
    *
@@ -68,18 +87,20 @@ public static function &fields() {
         'id' => [
           'name' => 'id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => CRM_Civicase_ExtensionUtil::ts('Unique CaseCategoryInstance Id'),
+          'description' => E::ts('Unique CaseCategoryInstance Id'),
           'required' => TRUE,
           'where' => 'civicrm_case_category_instance.id',
           'table_name' => 'civicrm_case_category_instance',
           'entity' => 'CaseCategoryInstance',
           'bao' => 'CRM_Civicase_DAO_CaseCategoryInstance',
           'localizable' => 0,
+          'readonly' => TRUE,
+          'add' => NULL,
         ],
         'category_id' => [
           'name' => 'category_id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => CRM_Civicase_ExtensionUtil::ts('One of the values of the case_type_categories option group'),
+          'description' => E::ts('One of the values of the case_type_categories option group'),
           'required' => TRUE,
           'where' => 'civicrm_case_category_instance.category_id',
           'table_name' => 'civicrm_case_category_instance',
@@ -90,11 +111,12 @@ public static function &fields() {
             'optionGroupName' => 'case_type_categories',
             'optionEditPath' => 'civicrm/admin/options/case_type_categories',
           ],
+          'add' => NULL,
         ],
         'instance_id' => [
           'name' => 'instance_id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => CRM_Civicase_ExtensionUtil::ts('One of the values of the case_category_instance_type option group'),
+          'description' => E::ts('One of the values of the case_category_instance_type option group'),
           'required' => TRUE,
           'where' => 'civicrm_case_category_instance.instance_id',
           'table_name' => 'civicrm_case_category_instance',
@@ -105,6 +127,7 @@ public static function &fields() {
             'optionGroupName' => 'case_category_instance_type',
             'optionEditPath' => 'civicrm/admin/options/case_category_instance_type',
           ],
+          'add' => NULL,
         ],
       ];
       CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
diff --git a/CRM/Civicase/DAO/CaseContactLock.php b/CRM/Civicase/DAO/CaseContactLock.php
index 12e441640..057de4e57 100644
--- a/CRM/Civicase/DAO/CaseContactLock.php
+++ b/CRM/Civicase/DAO/CaseContactLock.php
@@ -2,50 +2,59 @@
 
 /**
  * @package CRM
- * @copyright CiviCRM LLC (c) 2004-2017
+ * @copyright CiviCRM LLC https://civicrm.org/licensing
  *
- * Generated from xml/schema/CRM/Civicase/CaseContactLock.xml
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseContactLock.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:db5bf4a479b00ab2f957675c14fbabcc)
+ * (GenCodeChecksum:df5738a7e2ec72d54c3a5834697213f6)
  */
+use CRM_Civicase_ExtensionUtil as E;
 
 /**
  * Database access object for the CaseContactLock entity.
  */
 class CRM_Civicase_DAO_CaseContactLock extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '4.7';
 
   /**
    * Static instance to hold the table name.
    *
    * @var string
    */
-  static $_tableName = 'civicase_contactlock';
+  public static $_tableName = 'civicase_contactlock';
 
   /**
    * Should CiviCRM log any modifications to this table in the civicrm_log table.
    *
    * @var bool
    */
-  static $_log = TRUE;
+  public static $_log = TRUE;
 
   /**
    * Unique CaseContactLock ID
    *
-   * @var int unsigned
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $id;
 
   /**
    * Case ID that is locked.
    *
-   * @var int unsigned
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $case_id;
 
   /**
    * Contact for which the case is locked.
    *
-   * @var int unsigned
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
    */
   public $contact_id;
 
@@ -57,6 +66,16 @@ public function __construct() {
     parent::__construct();
   }
 
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Contact Locks') : E::ts('Case Contact Lock');
+  }
+
   /**
    * Returns foreign keys and entity references.
    *
@@ -65,7 +84,7 @@ public function __construct() {
    */
   public static function getReferenceColumns() {
     if (!isset(Civi::$statics[__CLASS__]['links'])) {
-      Civi::$statics[__CLASS__]['links'] = static ::createReferenceColumns(__CLASS__);
+      Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
       Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'case_id', 'civicrm_case', 'id');
       Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'contact_id', 'civicrm_contact', 'id');
       CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
@@ -84,32 +103,39 @@ public static function &fields() {
         'id' => [
           'name' => 'id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => 'Unique CaseContactLock ID',
+          'description' => E::ts('Unique CaseContactLock ID'),
           'required' => TRUE,
+          'where' => 'civicase_contactlock.id',
           'table_name' => 'civicase_contactlock',
           'entity' => 'CaseContactLock',
           'bao' => 'CRM_Civicase_DAO_CaseContactLock',
           'localizable' => 0,
+          'readonly' => TRUE,
+          'add' => '4.4',
         ],
         'case_id' => [
           'name' => 'case_id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => 'Case ID that is locked.',
+          'description' => E::ts('Case ID that is locked.'),
+          'where' => 'civicase_contactlock.case_id',
           'table_name' => 'civicase_contactlock',
           'entity' => 'CaseContactLock',
           'bao' => 'CRM_Civicase_DAO_CaseContactLock',
           'localizable' => 0,
           'FKClassName' => 'CRM_Case_DAO_Case',
+          'add' => '4.7',
         ],
         'contact_id' => [
           'name' => 'contact_id',
           'type' => CRM_Utils_Type::T_INT,
-          'description' => 'Contact for which the case is locked.',
+          'description' => E::ts('Contact for which the case is locked.'),
+          'where' => 'civicase_contactlock.contact_id',
           'table_name' => 'civicase_contactlock',
           'entity' => 'CaseContactLock',
           'bao' => 'CRM_Civicase_DAO_CaseContactLock',
           'localizable' => 0,
           'FKClassName' => 'CRM_Contact_DAO_Contact',
+          'add' => '4.7',
         ],
       ];
       CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
index a29add7f5..8d23e4dd4 100644
--- a/CRM/Civicase/Upgrader/Steps/Step0019.php
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -14,6 +14,9 @@ class CRM_Civicase_Upgrader_Steps_Step0019 {
    *   Return value in boolean.
    */
   public function apply() {
+    $upgrader = CRM_Civicase_Upgrader_Base::instance();
+    $upgrader->executeSqlFile('sql/auto_install.sql');
+
     (new CaseTypeCategoryManager())->create();
 
     return TRUE;
diff --git a/Civi/Api4/CaseCategoryFeatures.php b/Civi/Api4/CaseCategoryFeatures.php
new file mode 100644
index 000000000..f8cf59b46
--- /dev/null
+++ b/Civi/Api4/CaseCategoryFeatures.php
@@ -0,0 +1,16 @@
+<?php
+
+namespace Civi\Api4;
+
+use Civi\Api4\Generic\DAOEntity;
+
+/**
+ * CaseCategoryFeatures entity.
+ *
+ * Provided by the CiviCase extension.
+ *
+ * @package Civi\Api4
+ */
+class CaseCategoryFeatures extends DAOEntity {
+
+}
diff --git a/civicase.civix.php b/civicase.civix.php
index c479c0456..2d23c5818 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -295,6 +295,11 @@ function _civicase_civix_fixNavigationMenuItems(&$nodes, &$maxNavID, $parentID)
  */
 function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
   $entityTypes = array_merge($entityTypes, [
+    'CRM_Civicase_DAO_CaseCategoryFeatures' => [
+      'name' => 'CaseCategoryFeatures',
+      'class' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
+      'table' => 'civicrm_case_category_features',
+    ],
     'CRM_Civicase_DAO_CaseCategoryInstance' => [
       'name' => 'CaseCategoryInstance',
       'class' => 'CRM_Civicase_DAO_CaseCategoryInstance',
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index 9a3244980..cca12b36c 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -29,3 +29,18 @@ CREATE TABLE IF NOT EXISTS `civicrm_case_category_instance` (
   PRIMARY KEY (`id`),
   UNIQUE INDEX `unique_category`(category_id)
  ) ENGINE=InnoDB DEFAULT CHARACTER SET utf8 COLLATE utf8_unicode_ci;
+
+-- /*******************************************************
+-- *
+-- * civicrm_case_category_features
+-- *
+-- * Stores additional features enabled for a case category
+-- *
+-- *******************************************************/
+CREATE TABLE IF NOT EXISTS `civicrm_case_category_features` (
+  `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseCategoryFeatures ID',
+  `category_id` int unsigned NOT NULL COMMENT 'One of the values of the case_type_categories option group',
+  `feature_id` int unsigned NOT NULL COMMENT 'One of the values of the case_type_category_features option group',
+  PRIMARY KEY (`id`),
+  UNIQUE INDEX `unique_category_feature` (category_id, feature_id)
+) ENGINE=InnoDB DEFAULT CHARACTER SET utf8 COLLATE utf8_unicode_ci;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index af9bba66c..9f06a7ab9 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -1,7 +1,22 @@
+-- +--------------------------------------------------------------------+
+-- | Copyright CiviCRM LLC. All rights reserved.                        |
+-- |                                                                    |
+-- | This work is published under the GNU AGPLv3 license with some      |
+-- | permitted exceptions and without any warranty. For full license    |
+-- | and copyright information, see https://civicrm.org/licensing       |
+-- +--------------------------------------------------------------------+
+--
+-- Generated from drop.tpl
+-- DO NOT EDIT.  Generated by CRM_Core_CodeGen
+---- /*******************************************************
+-- *
+-- * Clean up the existing tables-- *
+-- *******************************************************/
+
 SET FOREIGN_KEY_CHECKS=0;
 
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
-ALTER TABLE `civicrm_case_type` DROP COLUMN `case_type_category`;
+DROP TABLE IF EXISTS `civicrm_case_category_features`;
 
 SET FOREIGN_KEY_CHECKS=1;
\ No newline at end of file
diff --git a/xml/schema/CRM/Civicase/CaseCategoryFeatures.entityType.php b/xml/schema/CRM/Civicase/CaseCategoryFeatures.entityType.php
new file mode 100644
index 000000000..c9030d554
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseCategoryFeatures.entityType.php
@@ -0,0 +1,17 @@
+<?php
+
+/**
+ * @file
+ * This file declares a new entity type. For more details.
+ *
+ * See "hook_civicrm_entityTypes" at:
+ * https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes.
+ */
+
+return [
+  [
+    'name' => 'CaseCategoryFeatures',
+    'class' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
+    'table' => 'civicrm_case_category_features',
+  ],
+];
diff --git a/xml/schema/CRM/Civicase/CaseCategoryFeatures.xml b/xml/schema/CRM/Civicase/CaseCategoryFeatures.xml
new file mode 100644
index 000000000..80e13d60a
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseCategoryFeatures.xml
@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="iso-8859-1" ?>
+
+<table>
+  <base>CRM/Civicase</base>
+  <class>CaseCategoryFeatures</class>
+  <name>civicrm_case_category_features</name>
+  <comment>Stores additional features enabled for a case category</comment>
+  <log>true</log>
+
+  <field>
+    <name>id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>Unique CaseCategoryFeatures ID</comment>
+    <html>
+      <type>Number</type>
+    </html>
+  </field>
+  <primaryKey>
+    <name>id</name>
+    <autoincrement>true</autoincrement>
+  </primaryKey>
+
+  <field>
+    <name>category_id</name>
+    <type>int unsigned</type>
+    <comment>One of the values of the case_type_categories option group</comment>
+    <required>true</required>
+    <pseudoconstant>
+      <optionGroupName>case_type_categories</optionGroupName>
+    </pseudoconstant>
+  </field>
+
+  <field>
+    <name>feature_id</name>
+    <type>int unsigned</type>
+    <comment>One of the values of the case_type_category_features option group</comment>
+    <required>true</required>
+    <pseudoconstant>
+      <optionGroupName>case_type_category_features</optionGroupName>
+    </pseudoconstant>
+  </field>
+</table>

From 00644b10f8bbfbbe163b4c79072ea09f771f7e91 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 6 Feb 2023 09:13:15 +0100
Subject: [PATCH 007/199] BTHAB-38: Allow users to en/disable feature for a
 case category

---
 .../AddCaseCategoryFeaturesField.php          | 99 +++++++++++++++++++
 .../Hook/CaseCategoryFormHookBase.php         |  5 +
 .../PostProcess/SaveCaseCategoryFeature.php   | 60 +++++++++++
 .../Service/CaseTypeCategoryFeatures.php      | 25 +++++
 civicase.php                                  |  2 +
 .../Civicase/Form/CaseCategoryFeatures.tpl    | 22 +++++
 6 files changed, 213 insertions(+)
 create mode 100644 CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
 create mode 100644 CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
 create mode 100644 CRM/Civicase/Service/CaseTypeCategoryFeatures.php
 create mode 100644 templates/CRM/Civicase/Form/CaseCategoryFeatures.tpl

diff --git a/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php b/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
new file mode 100644
index 000000000..69ab32073
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
@@ -0,0 +1,99 @@
+<?php
+
+use Civi\Api4\CaseCategoryFeatures;
+
+/**
+ * AddCaseCategoryFeaturesField BuildForm Hook Class.
+ */
+class CRM_Civicase_Hook_BuildForm_AddCaseCategoryFeaturesField extends CRM_Civicase_Hook_CaseCategoryFormHookBase {
+
+  /**
+   * Adds the Case Category Features Form field.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    if (!$this->shouldRun($form, $formName)) {
+      return;
+    }
+
+    $this->addCategoryFeaturesFormField($form);
+    $this->addCategoryFeaturesTemplate();
+  }
+
+  /**
+   * Adds the Case Category Features Form field.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   */
+  private function addCategoryFeaturesFormField(CRM_Core_Form &$form) {
+    $caseCategoryFeatures = new CRM_Civicase_Service_CaseTypeCategoryFeatures();
+    $features = [];
+
+    foreach ($caseCategoryFeatures->getFeatures() as $feature) {
+      $features[] = 'case_category_feature_' . $feature['id'];
+      $form->add(
+        'checkbox',
+        'case_category_feature_' . $feature['id'],
+        $feature['label']
+      );
+    }
+
+    $form->assign('features', $features);
+    $this->setDefaultValues($form);
+  }
+
+  /**
+   * Adds the template for case category features field template.
+   */
+  private function addCategoryFeaturesTemplate() {
+    $templatePath = CRM_Civicase_ExtensionUtil::path() . '/templates';
+    CRM_Core_Region::instance('page-body')->add(
+      [
+        'template' => "{$templatePath}/CRM/Civicase/Form/CaseCategoryFeatures.tpl",
+      ]
+    );
+  }
+
+  /**
+   * Sets default values.
+   */
+  private function setDefaultValues(CRM_Core_Form &$form) {
+    if (empty($form->getVar('_id'))) {
+      return;
+    }
+
+    $defaults = $form->_defaultValues;
+    $defaultFeatures = $this->getDefaultFeatures($form);
+    $form->setDefaults(array_merge($defaults, $defaultFeatures));
+  }
+
+  /**
+   * Returns the default value for the category instance fields.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   *
+   * @return mixed|null
+   *   Default value.
+   */
+  private function getDefaultFeatures(CRM_Core_Form $form) {
+    $caseCategory = $form->getVar('_values')['value'];
+    $enabledFeatures = [];
+
+    $caseCategoryFeatures = CaseCategoryFeatures::get()
+      ->addWhere('category_id', '=', $caseCategory)
+      ->execute();
+
+    foreach ($caseCategoryFeatures as $caseCategoryFeature) {
+      $enabledFeatures['case_category_feature_' . $caseCategoryFeature['feature_id']] = 1;
+    }
+
+    return $enabledFeatures;
+  }
+
+}
diff --git a/CRM/Civicase/Hook/CaseCategoryFormHookBase.php b/CRM/Civicase/Hook/CaseCategoryFormHookBase.php
index 7294bcb20..155558345 100644
--- a/CRM/Civicase/Hook/CaseCategoryFormHookBase.php
+++ b/CRM/Civicase/Hook/CaseCategoryFormHookBase.php
@@ -14,6 +14,11 @@ class CRM_Civicase_Hook_CaseCategoryFormHookBase {
    */
   const INSTANCE_TYPE_FIELD_NAME = 'case_category_instance_type';
 
+  /**
+   * Instance field name.
+   */
+  const FEATURES_FIELD_NAME = 'case_category_features';
+
   /**
    * Determines if the given form is a case type categories form.
    *
diff --git a/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php b/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
new file mode 100644
index 000000000..52129a679
--- /dev/null
+++ b/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
@@ -0,0 +1,60 @@
+<?php
+
+/**
+ * CaseCategoryFeature Post Process Hook class.
+ */
+
+use Civi\Api4\CaseCategoryFeatures;
+
+/**
+ * SaveCaseCategoryFeature PostProcess hook.
+ */
+class CRM_Civicase_Hook_PostProcess_SaveCaseCategoryFeature extends CRM_Civicase_Hook_CaseCategoryFormHookBase {
+
+  /**
+   * Saves the case category feature type relationship.
+   *
+   * @param string $formName
+   *   The Form class name.
+   * @param CRM_Core_Form $form
+   *   The Form instance.
+   */
+  public function run($formName, CRM_Core_Form $form) {
+    if (!$this->shouldRun($form, $formName)) {
+      return;
+    }
+
+    $caseCategoryValues = $form->getVar('_submitValues');
+    $caseCategory = $caseCategoryValues['value'];
+
+    $this->saveCaseCategoryFeature($caseCategory, $caseCategoryValues);
+  }
+
+  /**
+   * Saves the case category instance values.
+   *
+   * @param int $categoryId
+   *   Case category id.
+   * @param array $submittedValues
+   *   The key-value pair of submitted values.
+   */
+  private function saveCaseCategoryFeature($categoryId, array $submittedValues) {
+    // Delete old features link.
+    CaseCategoryFeatures::delete()
+      ->addWhere('category_id', '=', $categoryId)
+      ->execute();
+
+    // Create new features link.
+    $caseCategoryFeatures = new CRM_Civicase_Service_CaseTypeCategoryFeatures();
+    foreach ($caseCategoryFeatures->getFeatures() as $feature) {
+      if (!empty($submittedValues['case_category_feature_' . $feature['id']])) {
+        CaseCategoryFeatures::create()
+          ->addValue('category_id', $categoryId)
+          ->addValue('feature_id', $feature['id'])
+          ->execute();
+      }
+    }
+
+  }
+
+}
diff --git a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
new file mode 100644
index 000000000..7dd022240
--- /dev/null
+++ b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
@@ -0,0 +1,25 @@
+<?php
+
+use Civi\Api4\OptionValue as OptionValue;
+
+/**
+ * CaseTypeCategoryFeatures class.
+ */
+class CRM_Civicase_Service_CaseTypeCategoryFeatures {
+
+  const NAME = 'case_type_category_features';
+
+  /**
+   * Gets the available additional features.
+   */
+  public function getFeatures() {
+    $optionValues = OptionValue::get()
+      ->addSelect('id', 'label', 'value', 'name', 'option_group_id')
+      ->addWhere('option_group_id:name', '=', self::NAME)
+      ->setLimit(25)
+      ->execute();
+
+    return $optionValues;
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index b8a923b9a..bc7232337 100644
--- a/civicase.php
+++ b/civicase.php
@@ -175,6 +175,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_MakePdfFormSubjectRequired(),
     new CRM_Civicase_Hook_BuildForm_PdfFormButtonsLabelChange(),
     new CRM_Civicase_Hook_BuildForm_AddScriptToCreatePdfForm(),
+    new CRM_Civicase_Hook_BuildForm_AddCaseCategoryFeaturesField(),
   ];
 
   foreach ($hooks as $hook) {
@@ -291,6 +292,7 @@ function civicase_civicrm_postProcess($formName, &$form) {
     new CRM_Civicase_Hook_PostProcess_AttachEmailActivityToAllCases(),
     new CRM_Civicase_Hook_PostProcess_HandleDraftActivity(),
     new CRM_Civicase_Hook_PostProcess_SaveCaseCategoryCustomFields(),
+    new CRM_Civicase_Hook_PostProcess_SaveCaseCategoryFeature(),
   ];
 
   foreach ($hooks as $hook) {
diff --git a/templates/CRM/Civicase/Form/CaseCategoryFeatures.tpl b/templates/CRM/Civicase/Form/CaseCategoryFeatures.tpl
new file mode 100644
index 000000000..be04a172b
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseCategoryFeatures.tpl
@@ -0,0 +1,22 @@
+<script type="text/javascript">
+    {literal}
+    CRM.$(function($) {
+      CRM.$('#case_category_features').insertAfter(CRM.$('#case_category_instance_type'));
+    });
+    {/literal}
+</script>
+
+<table>
+  <tr id="case_category_features">
+    <td class="label"> Additional Features </td>
+    <td>
+      <table class="selector">
+        {foreach from=$features item=row}
+          <tr>
+            <td>{$form.$row.html} {$form.$row.label}</td>
+            </tr>
+        {/foreach}
+      </table>
+    </td>
+  </tr>
+</table>

From 7a821f44fe1aae4288ecc8c89364db2e2793b493 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 9 Feb 2023 15:07:46 +0100
Subject: [PATCH 008/199] BTHAB-18: Add upgrader to create quotation status
 option group

---
 .../Manage/CaseSalesOrderStatusManager.php    | 79 +++++++++++++++++++
 CRM/Civicase/Upgrader.php                     |  5 ++
 CRM/Civicase/Upgrader/Steps/Step0019.php      |  2 +
 3 files changed, 86 insertions(+)
 create mode 100644 CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php

diff --git a/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
new file mode 100644
index 000000000..71d9e6f5c
--- /dev/null
+++ b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
@@ -0,0 +1,79 @@
+<?php
+
+/**
+ * Manages the option group and values that stores sales order statuses.
+ */
+class CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager extends CRM_Civicase_Setup_Manage_AbstractManager {
+
+  const NAME = 'case_sales_order_status';
+
+  /**
+   * Ensures Sales Order Status option group and default option values exists.
+   *
+   * The option values in the option group will store the available statuses
+   * for sales order.
+   */
+  public function create(): void {
+    CRM_Core_BAO_OptionGroup::ensureOptionGroupExists([
+      'name' => self::NAME,
+      'title' => ts('Sales Order Status'),
+      'is_reserved' => 1,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::NAME,
+      'name' => 'new',
+      'label' => 'New',
+      'is_default' => TRUE,
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::NAME,
+      'name' => 'sent_to_client',
+      'label' => 'Sent to client',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::NAME,
+      'name' => 'accepted',
+      'label' => 'Accepted',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::NAME,
+      'name' => 'declined',
+      'label' => 'Declined',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+  }
+
+  /**
+   * Removes the entity.
+   */
+  public function remove(): void {
+    civicrm_api3('OptionGroup', 'get', [
+      'return' => ['id'],
+      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'api.OptionGroup.delete' => ['id' => '$value.id'],
+    ]);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function toggle($status): void {
+    civicrm_api3('OptionGroup', 'get', [
+      'sequential' => 1,
+      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'api.OptionGroup.create' => ['id' => '$value.id', 'is_active' => $status],
+    ]);
+  }
+
+}
diff --git a/CRM/Civicase/Upgrader.php b/CRM/Civicase/Upgrader.php
index e34ae0214..2e683909b 100644
--- a/CRM/Civicase/Upgrader.php
+++ b/CRM/Civicase/Upgrader.php
@@ -16,6 +16,7 @@
 use CRM_Civicase_ExtensionUtil as E;
 use CRM_Civicase_Setup_AddMyActivitiesMenu as AddMyActivitiesMenu;
 use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryFeaturesManager;
+use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
 
 /**
  * Collection of upgrade steps.
@@ -150,6 +151,7 @@ public function install() {
 
     $this->createManageCasesMenuItem();
     (new CaseTypeCategoryFeaturesManager())->create();
+    (new CaseSalesOrderStatusManager())->create();
   }
 
   /**
@@ -247,6 +249,7 @@ public function uninstall() {
     }
 
     (new CaseTypeCategoryFeaturesManager())->remove();
+    (new CaseSalesOrderStatusManager())->remove();
   }
 
   /**
@@ -413,6 +416,7 @@ public function enable() {
     $workflowMenu->apply();
 
     (new CaseTypeCategoryFeaturesManager())->enable();
+    (new CaseSalesOrderStatusManager())->enable();
   }
 
   /**
@@ -423,6 +427,7 @@ public function disable() {
 
     $this->toggleNav('Manage Cases', FALSE);
     (new CaseTypeCategoryFeaturesManager())->disable();
+    (new CaseSalesOrderStatusManager())->disable();
   }
 
   /**
diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
index 8d23e4dd4..704ee0e16 100644
--- a/CRM/Civicase/Upgrader/Steps/Step0019.php
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -1,6 +1,7 @@
 <?php
 
 use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryManager;
+use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
 
 /**
  * Update menus with new URL.
@@ -18,6 +19,7 @@ public function apply() {
     $upgrader->executeSqlFile('sql/auto_install.sql');
 
     (new CaseTypeCategoryManager())->create();
+    (new CaseSalesOrderStatusManager())->create();
 
     return TRUE;
   }

From 40f65e2f53322c810e02b0553b91f221471d41ec Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 9 Feb 2023 15:12:40 +0100
Subject: [PATCH 009/199] BTHAB-18: Add new entity case_sales_order to store
 quotations

---
 CRM/Civicase/BAO/CaseSalesOrder.php           |  31 ++
 CRM/Civicase/DAO/CaseSalesOrder.php           | 492 ++++++++++++++++++
 Civi/Api4/CaseSalesOrder.php                  |  16 +
 civicase.civix.php                            |   5 +
 sql/auto_install.sql                          |  29 ++
 sql/auto_uninstall.sql                        |   1 +
 .../Civicase/CaseSalesOrder.entityType.php    |  17 +
 xml/schema/CRM/Civicase/CaseSalesOrder.xml    | 171 ++++++
 8 files changed, 762 insertions(+)
 create mode 100644 CRM/Civicase/BAO/CaseSalesOrder.php
 create mode 100644 CRM/Civicase/DAO/CaseSalesOrder.php
 create mode 100644 Civi/Api4/CaseSalesOrder.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrder.xml

diff --git a/CRM/Civicase/BAO/CaseSalesOrder.php b/CRM/Civicase/BAO/CaseSalesOrder.php
new file mode 100644
index 000000000..69614b82a
--- /dev/null
+++ b/CRM/Civicase/BAO/CaseSalesOrder.php
@@ -0,0 +1,31 @@
+<?php
+
+/**
+ * CaseSalesOrder BAO.
+ */
+class CRM_Civicase_BAO_CaseSalesOrder extends CRM_Civicase_DAO_CaseSalesOrder {
+
+  /**
+   * Create a new CaseSalesOrder based on array-data.
+   *
+   * @param array $params
+   *   Key-value pairs.
+   *
+   * @return CRM_Civicase_DAO_CaseSalesOrder|null
+   *   Case sales order instance.
+   */
+  public static function create(array $params) {
+    $className = 'CRM_Civicase_DAO_CaseSalesOrder';
+    $entityName = 'CaseSalesOrder';
+    $hook = empty($params['id']) ? 'create' : 'edit';
+
+    CRM_Utils_Hook::pre($hook, $entityName, CRM_Utils_Array::value('id', $params), $params);
+    $instance = new $className();
+    $instance->copyValues($params);
+    $instance->save();
+    CRM_Utils_Hook::post($hook, $entityName, $instance->id, $instance);
+
+    return $instance;
+  }
+
+}
diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
new file mode 100644
index 000000000..26aced7de
--- /dev/null
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -0,0 +1,492 @@
+<?php
+
+/**
+ * @package CRM
+ * @copyright CiviCRM LLC https://civicrm.org/licensing
+ *
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+ * DO NOT EDIT.  Generated by CRM_Core_CodeGen
+ * (GenCodeChecksum:34ab136dd14fa518532eaecfb09112c6)
+ */
+use CRM_Civicase_ExtensionUtil as E;
+
+/**
+ * Database access object for the CaseSalesOrder entity.
+ */
+class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '';
+
+  /**
+   * Static instance to hold the table name.
+   *
+   * @var string
+   */
+  public static $_tableName = 'civicrm_case_sales_order';
+
+  /**
+   * Should CiviCRM log any modifications to this table in the civicrm_log table.
+   *
+   * @var bool
+   */
+  public static $_log = TRUE;
+
+  /**
+   * Unique CaseSalesOrder ID
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $id;
+
+  /**
+   * FK to Contact
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $client_id;
+
+  /**
+   * FK to Contact
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $owner_id;
+
+  /**
+   * FK to Case
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $case_id;
+
+  /**
+   * 3 character string, value from config setting or input via user.
+   *
+   * @var string|null
+   *   (SQL type: varchar(3))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $currency;
+
+  /**
+   * One of the values of the case_sales_order_status option group
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $status_id;
+
+  /**
+   * Sales order deesctiption
+   *
+   * @var string
+   *   (SQL type: text)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $description;
+
+  /**
+   * Sales order notes
+   *
+   * @var string
+   *   (SQL type: text)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $notes;
+
+  /**
+   * Total amount of the sales order line items before tax deduction.
+   *
+   * @var float|string
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $total_before_tax;
+
+  /**
+   * Total amount of the sales order line items after tax deduction.
+   *
+   * @var float|string
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $total_after_tax;
+
+  /**
+   * Quotation date
+   *
+   * @var string|null
+   *   (SQL type: timestamp)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $quotation_date;
+
+  /**
+   * Date the sales order is created
+   *
+   * @var string|null
+   *   (SQL type: timestamp)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $created_at;
+
+  /**
+   * Is this sales order deleted?
+   *
+   * @var bool|string|null
+   *   (SQL type: tinyint)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $is_deleted;
+
+  /**
+   * Class constructor.
+   */
+  public function __construct() {
+    $this->__table = 'civicrm_case_sales_order';
+    parent::__construct();
+  }
+
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Sales Orders') : E::ts('Case Sales Order');
+  }
+
+  /**
+   * Returns foreign keys and entity references.
+   *
+   * @return array
+   *   [CRM_Core_Reference_Interface]
+   */
+  public static function getReferenceColumns() {
+    if (!isset(Civi::$statics[__CLASS__]['links'])) {
+      Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'client_id', 'civicrm_contact', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'owner_id', 'civicrm_contact', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'case_id', 'civicrm_case', 'id');
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
+    }
+    return Civi::$statics[__CLASS__]['links'];
+  }
+
+  /**
+   * Returns all the column names of this table
+   *
+   * @return array
+   */
+  public static function &fields() {
+    if (!isset(Civi::$statics[__CLASS__]['fields'])) {
+      Civi::$statics[__CLASS__]['fields'] = [
+        'id' => [
+          'name' => 'id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('Unique CaseSalesOrder ID'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_sales_order.id',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Number',
+          ],
+          'readonly' => TRUE,
+          'add' => NULL,
+        ],
+        'client_id' => [
+          'name' => 'client_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to Contact'),
+          'where' => 'civicrm_case_sales_order.client_id',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Contact_DAO_Contact',
+          'html' => [
+            'type' => 'EntityRef',
+            'label' => E::ts("Client"),
+          ],
+          'add' => NULL,
+        ],
+        'owner_id' => [
+          'name' => 'owner_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to Contact'),
+          'where' => 'civicrm_case_sales_order.owner_id',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Contact_DAO_Contact',
+          'html' => [
+            'type' => 'EntityRef',
+            'label' => E::ts("Owner"),
+          ],
+          'add' => NULL,
+        ],
+        'case_id' => [
+          'name' => 'case_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to Case'),
+          'where' => 'civicrm_case_sales_order.case_id',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Case_DAO_Case',
+          'html' => [
+            'type' => 'EntityRef',
+            'label' => E::ts("Case/Opportunity"),
+          ],
+          'add' => NULL,
+        ],
+        'currency' => [
+          'name' => 'currency',
+          'type' => CRM_Utils_Type::T_STRING,
+          'title' => E::ts('Financial Currency'),
+          'description' => E::ts('3 character string, value from config setting or input via user.'),
+          'maxlength' => 3,
+          'size' => CRM_Utils_Type::FOUR,
+          'where' => 'civicrm_case_sales_order.currency',
+          'headerPattern' => '/cur(rency)?/i',
+          'dataPattern' => '/^[A-Z]{3}$/',
+          'default' => NULL,
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Select',
+          ],
+          'pseudoconstant' => [
+            'table' => 'civicrm_currency',
+            'keyColumn' => 'name',
+            'labelColumn' => 'full_name',
+            'nameColumn' => 'name',
+            'abbrColumn' => 'symbol',
+          ],
+          'add' => NULL,
+        ],
+        'status_id' => [
+          'name' => 'status_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('One of the values of the case_sales_order_status option group'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_sales_order.status_id',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Select',
+            'label' => E::ts("Status"),
+          ],
+          'pseudoconstant' => [
+            'optionGroupName' => 'case_sales_order_status',
+            'optionEditPath' => 'civicrm/admin/options/case_sales_order_status',
+          ],
+          'add' => NULL,
+        ],
+        'description' => [
+          'name' => 'description',
+          'type' => CRM_Utils_Type::T_TEXT,
+          'title' => E::ts('Description'),
+          'description' => E::ts('Sales order deesctiption'),
+          'required' => FALSE,
+          'where' => 'civicrm_case_sales_order.description',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'TextArea',
+            'label' => E::ts("Description"),
+          ],
+          'add' => NULL,
+        ],
+        'notes' => [
+          'name' => 'notes',
+          'type' => CRM_Utils_Type::T_TEXT,
+          'title' => E::ts('Notes'),
+          'description' => E::ts('Sales order notes'),
+          'required' => FALSE,
+          'where' => 'civicrm_case_sales_order.notes',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'RichTextEditor',
+            'label' => E::ts("Notes"),
+          ],
+          'add' => NULL,
+        ],
+        'total_before_tax' => [
+          'name' => 'total_before_tax',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Total Before Tax'),
+          'description' => E::ts('Total amount of the sales order line items before tax deduction.'),
+          'required' => FALSE,
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order.total_before_tax',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+          ],
+          'add' => NULL,
+        ],
+        'total_after_tax' => [
+          'name' => 'total_after_tax',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Total After Tax'),
+          'description' => E::ts('Total amount of the sales order line items after tax deduction.'),
+          'required' => FALSE,
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order.total_after_tax',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+          ],
+          'add' => NULL,
+        ],
+        'quotation_date' => [
+          'name' => 'quotation_date',
+          'type' => CRM_Utils_Type::T_TIMESTAMP,
+          'title' => E::ts('Quotation Date'),
+          'description' => E::ts('Quotation date'),
+          'where' => 'civicrm_case_sales_order.quotation_date',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Select Date',
+          ],
+          'add' => NULL,
+        ],
+        'created_at' => [
+          'name' => 'created_at',
+          'type' => CRM_Utils_Type::T_TIMESTAMP,
+          'title' => E::ts('Created At'),
+          'description' => E::ts('Date the sales order is created'),
+          'where' => 'civicrm_case_sales_order.created_at',
+          'default' => 'CURRENT_TIMESTAMP',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'add' => NULL,
+        ],
+        'is_deleted' => [
+          'name' => 'is_deleted',
+          'type' => CRM_Utils_Type::T_BOOLEAN,
+          'description' => E::ts('Is this sales order deleted?'),
+          'where' => 'civicrm_case_sales_order.is_deleted',
+          'default' => '0',
+          'table_name' => 'civicrm_case_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'add' => NULL,
+        ],
+      ];
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
+    }
+    return Civi::$statics[__CLASS__]['fields'];
+  }
+
+  /**
+   * Return a mapping from field-name to the corresponding key (as used in fields()).
+   *
+   * @return array
+   *   Array(string $name => string $uniqueName).
+   */
+  public static function &fieldKeys() {
+    if (!isset(Civi::$statics[__CLASS__]['fieldKeys'])) {
+      Civi::$statics[__CLASS__]['fieldKeys'] = array_flip(CRM_Utils_Array::collect('name', self::fields()));
+    }
+    return Civi::$statics[__CLASS__]['fieldKeys'];
+  }
+
+  /**
+   * Returns the names of this table
+   *
+   * @return string
+   */
+  public static function getTableName() {
+    return self::$_tableName;
+  }
+
+  /**
+   * Returns if this table needs to be logged
+   *
+   * @return bool
+   */
+  public function getLog() {
+    return self::$_log;
+  }
+
+  /**
+   * Returns the list of fields that can be imported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &import($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, 'case_sales_order', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of fields that can be exported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &export($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, 'case_sales_order', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of indices
+   *
+   * @param bool $localize
+   *
+   * @return array
+   */
+  public static function indices($localize = TRUE) {
+    $indices = [];
+    return ($localize && !empty($indices)) ? CRM_Core_DAO_AllCoreTables::multilingualize(__CLASS__, $indices) : $indices;
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrder.php b/Civi/Api4/CaseSalesOrder.php
new file mode 100644
index 000000000..bebff5e2d
--- /dev/null
+++ b/Civi/Api4/CaseSalesOrder.php
@@ -0,0 +1,16 @@
+<?php
+
+namespace Civi\Api4;
+
+use Civi\Api4\Generic\DAOEntity;
+
+/**
+ * CaseSalesOrder entity.
+ *
+ * Provided by the CiviCase extension.
+ *
+ * @package Civi\Api4
+ */
+class CaseSalesOrder extends DAOEntity {
+
+}
diff --git a/civicase.civix.php b/civicase.civix.php
index 2d23c5818..86578cba7 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -310,5 +310,10 @@ function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
       'class' => 'CRM_Civicase_DAO_CaseContactLock',
       'table' => 'civicase_contactlock',
     ],
+    'CRM_Civicase_DAO_CaseSalesOrder' => [
+      'name' => 'CaseSalesOrder',
+      'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
+      'table' => 'civicrm_case_sales_order',
+    ],
   ]);
 }
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index cca12b36c..4e9b7a7e5 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -44,3 +44,32 @@ CREATE TABLE IF NOT EXISTS `civicrm_case_category_features` (
   PRIMARY KEY (`id`),
   UNIQUE INDEX `unique_category_feature` (category_id, feature_id)
 ) ENGINE=InnoDB DEFAULT CHARACTER SET utf8 COLLATE utf8_unicode_ci;
+
+
+-- /*******************************************************
+-- *
+-- * civicrm_case_sales_order
+-- *
+-- * Sales order that represents quotations
+-- *
+-- *******************************************************/
+CREATE TABLE `civicrm_case_sales_order` (
+  `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrder ID',
+  `client_id` int unsigned COMMENT 'FK to Contact',
+  `owner_id` int unsigned COMMENT 'FK to Contact',
+  `case_id` int unsigned COMMENT 'FK to Case',
+  `currency` varchar(3) DEFAULT NULL COMMENT '3 character string, value from config setting or input via user.',
+  `status_id` int unsigned NOT NULL COMMENT 'One of the values of the case_sales_order_status option group',
+  `description` text NULL COMMENT 'Sales order deesctiption',
+  `notes` text NULL COMMENT 'Sales order notes',
+  `total_before_tax` decimal(20,2) NULL COMMENT 'Total amount of the sales order line items before tax deduction.',
+  `total_after_tax` decimal(20,2) NULL COMMENT 'Total amount of the sales order line items after tax deduction.',
+  `quotation_date` timestamp COMMENT 'Quotation date',
+  `created_at` timestamp DEFAULT CURRENT_TIMESTAMP COMMENT 'Date the sales order is created',
+  `is_deleted` tinyint DEFAULT 0 COMMENT 'Is this sales order deleted?',
+  PRIMARY KEY (`id`),
+  CONSTRAINT FK_civicrm_case_sales_order_client_id FOREIGN KEY (`client_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicrm_case_sales_order_owner_id FOREIGN KEY (`owner_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicrm_case_sales_order_case_id FOREIGN KEY (`case_id`) REFERENCES `civicrm_case`(`id`) ON DELETE CASCADE
+)
+ENGINE=InnoDB;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index 9f06a7ab9..50227090c 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -15,6 +15,7 @@
 
 SET FOREIGN_KEY_CHECKS=0;
 
+DROP TABLE IF EXISTS `civicrm_case_sales_order_line`;
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
 DROP TABLE IF EXISTS `civicrm_case_category_features`;
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
new file mode 100644
index 000000000..f4d758a7f
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
@@ -0,0 +1,17 @@
+<?php
+
+/**
+ * @file
+ * This file declares a new entity type.
+ *
+ * For more details, see "hook_civicrm_entityTypes" at:
+ * https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes.
+ */
+
+return [
+  [
+    'name' => 'CaseSalesOrder',
+    'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
+    'table' => 'civicrm_case_sales_order',
+  ],
+];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
new file mode 100644
index 000000000..343d00148
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -0,0 +1,171 @@
+<?xml version="1.0" encoding="iso-8859-1" ?>
+
+<table>
+  <base>CRM/Civicase</base>
+  <class>CaseSalesOrder</class>
+  <name>civicrm_case_sales_order</name>
+  <comment>Sales order that represents quotations</comment>
+  <log>true</log>
+
+  <field>
+    <name>id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>Unique CaseSalesOrder ID</comment>
+    <html>
+      <type>Number</type>
+    </html>
+  </field>
+  <primaryKey>
+    <name>id</name>
+    <autoincrement>true</autoincrement>
+  </primaryKey>
+
+  <field>
+    <name>client_id</name>
+    <type>int unsigned</type>
+    <comment>FK to Contact</comment>
+    <html>
+      <label>Client</label>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <foreignKey>
+    <name>client_id</name>
+    <table>civicrm_contact</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>owner_id</name>
+    <type>int unsigned</type>
+    <comment>FK to Contact</comment>
+    <html>
+      <label>Owner</label>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <foreignKey>
+    <name>owner_id</name>
+    <table>civicrm_contact</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>case_id</name>
+    <type>int unsigned</type>
+    <comment>FK to Case</comment>
+    <html>
+      <label>Case/Opportunity</label>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <foreignKey>
+    <name>case_id</name>
+    <table>civicrm_case</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>currency</name>
+    <title>Financial Currency</title>
+    <type>varchar</type>
+    <length>3</length>
+    <default>NULL</default>
+    <headerPattern>/cur(rency)?/i</headerPattern>
+    <dataPattern>/^[A-Z]{3}$/</dataPattern>
+    <comment>3 character string, value from config setting or input via user.</comment>
+    <pseudoconstant>
+      <table>civicrm_currency</table>
+      <keyColumn>name</keyColumn>
+      <labelColumn>full_name</labelColumn>
+      <nameColumn>name</nameColumn>
+      <abbrColumn>symbol</abbrColumn>
+    </pseudoconstant>
+    <html>
+      <type>Select</type>
+    </html>
+  </field>
+
+  <field>
+    <name>status_id</name>
+    <type>int unsigned</type>
+    <comment>One of the values of the case_sales_order_status option group</comment>
+    <required>true</required>
+    <pseudoconstant>
+      <optionGroupName>case_sales_order_status</optionGroupName>
+    </pseudoconstant>
+    <html>
+      <label>Status</label>
+      <type>Select</type>
+    </html>
+  </field>
+
+  <field>
+    <name>description</name>
+    <type>text</type>
+    <required>false</required>
+    <comment>Sales order deesctiption</comment>
+    <html>
+      <label>Description</label>
+      <type>TextArea</type>
+    </html>
+  </field>
+
+  <field>
+    <name>notes</name>
+    <type>text</type>
+    <required>false</required>
+    <comment>Sales order notes</comment>
+    <html>
+      <label>Notes</label>
+      <type>RichTextEditor</type>
+    </html>
+  </field>
+
+  <field>
+    <name>total_before_tax</name>
+    <type>decimal</type>
+    <required>false</required>
+    <comment>Total amount of the sales order line items before tax deduction.</comment>
+    <html>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>total_after_tax</name>
+    <type>decimal</type>
+    <required>false</required>
+    <comment>Total amount of the sales order line items after tax deduction.</comment>
+    <html>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>quotation_date</name>
+    <type>timestamp</type>
+    <comment>Quotation date</comment>
+    <html>
+      <type>Select Date</type>
+    </html>
+  </field>
+
+  <field>
+    <name>created_at</name>
+    <type>timestamp</type>
+    <comment>Date the sales order is created</comment>
+    <default>CURRENT_TIMESTAMP</default>
+  </field>
+
+  <field>
+    <name>is_deleted</name>
+    <type>boolean</type>
+    <default>0</default>
+    <comment>Is this sales order deleted?</comment>
+  </field>
+</table>

From 5702ce13ea2705b988978df1454dc1965a1ae3c1 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 9 Feb 2023 15:23:37 +0100
Subject: [PATCH 010/199] BTHAB-18: Add new entity to store quotation line
 items

---
 CRM/Civicase/BAO/CaseSalesOrderLine.php       |  31 ++
 CRM/Civicase/DAO/CaseSalesOrderLine.php       | 418 ++++++++++++++++++
 Civi/Api4/CaseSalesOrderLine.php              |  16 +
 civicase.civix.php                            |   5 +
 sql/auto_install.sql                          |  25 ++
 sql/auto_uninstall.sql                        |   1 +
 .../CaseSalesOrderLine.entityType.php         |  17 +
 .../CRM/Civicase/CaseSalesOrderLine.xml       | 136 ++++++
 8 files changed, 649 insertions(+)
 create mode 100644 CRM/Civicase/BAO/CaseSalesOrderLine.php
 create mode 100644 CRM/Civicase/DAO/CaseSalesOrderLine.php
 create mode 100644 Civi/Api4/CaseSalesOrderLine.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderLine.xml

diff --git a/CRM/Civicase/BAO/CaseSalesOrderLine.php b/CRM/Civicase/BAO/CaseSalesOrderLine.php
new file mode 100644
index 000000000..c48676d53
--- /dev/null
+++ b/CRM/Civicase/BAO/CaseSalesOrderLine.php
@@ -0,0 +1,31 @@
+<?php
+
+/**
+ * CaseSalesOrderLine BAO.
+ */
+class CRM_Civicase_BAO_CaseSalesOrderLine extends CRM_Civicase_DAO_CaseSalesOrderLine {
+
+  /**
+   * Create a new CaseSalesOrderLine based on array-data.
+   *
+   * @param array $params
+   *   Key-value pairs.
+   *
+   * @return CRM_Civicase_DAO_CaseSalesOrderLine|null
+   *   CRM_Civicase_DAO_CaseSalesOrderLine
+   */
+  public static function create(array $params) {
+    $className = 'CRM_Civicase_DAO_CaseSalesOrderLine';
+    $entityName = 'CaseSalesOrderLine';
+    $hook = empty($params['id']) ? 'create' : 'edit';
+
+    CRM_Utils_Hook::pre($hook, $entityName, CRM_Utils_Array::value('id', $params), $params);
+    $instance = new $className();
+    $instance->copyValues($params);
+    $instance->save();
+    CRM_Utils_Hook::post($hook, $entityName, $instance->id, $instance);
+
+    return $instance;
+  }
+
+}
diff --git a/CRM/Civicase/DAO/CaseSalesOrderLine.php b/CRM/Civicase/DAO/CaseSalesOrderLine.php
new file mode 100644
index 000000000..7f7bf67d7
--- /dev/null
+++ b/CRM/Civicase/DAO/CaseSalesOrderLine.php
@@ -0,0 +1,418 @@
+<?php
+
+/**
+ * @package CRM
+ * @copyright CiviCRM LLC https://civicrm.org/licensing
+ *
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
+ * DO NOT EDIT.  Generated by CRM_Core_CodeGen
+ * (GenCodeChecksum:68a85389455a42d654dbb49ce271ada4)
+ */
+use CRM_Civicase_ExtensionUtil as E;
+
+/**
+ * Database access object for the CaseSalesOrderLine entity.
+ */
+class CRM_Civicase_DAO_CaseSalesOrderLine extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '';
+
+  /**
+   * Static instance to hold the table name.
+   *
+   * @var string
+   */
+  public static $_tableName = 'civicrm_case_sales_order_line';
+
+  /**
+   * Should CiviCRM log any modifications to this table in the civicrm_log table.
+   *
+   * @var bool
+   */
+  public static $_log = TRUE;
+
+  /**
+   * Unique CaseSalesOrderLine ID
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $id;
+
+  /**
+   * FK to CaseSalesOrder
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $sales_order_id;
+
+  /**
+   * FK to CiviCRM Financial Type
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $financial_type_id;
+
+  /**
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $product_id;
+
+  /**
+   * line item deesctiption
+   *
+   * @var string
+   *   (SQL type: text)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $item_description;
+
+  /**
+   * Quantity
+   *
+   * @var float|string|null
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $quantity;
+
+  /**
+   * Unit Price
+   *
+   * @var float|string|null
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $unit_price;
+
+  /**
+   * Tax rate for the line item
+   *
+   * @var float|string|null
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $tax_rate;
+
+  /**
+   * Discount applied to the line item
+   *
+   * @var float|string|null
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $discounted_percentage;
+
+  /**
+   * Quantity x Unit Price x (100-Discount)%
+   *
+   * @var float|string|null
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $subtotal_amount;
+
+  /**
+   * Class constructor.
+   */
+  public function __construct() {
+    $this->__table = 'civicrm_case_sales_order_line';
+    parent::__construct();
+  }
+
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Sales Order Lines') : E::ts('Case Sales Order Line');
+  }
+
+  /**
+   * Returns foreign keys and entity references.
+   *
+   * @return array
+   *   [CRM_Core_Reference_Interface]
+   */
+  public static function getReferenceColumns() {
+    if (!isset(Civi::$statics[__CLASS__]['links'])) {
+      Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'sales_order_id', 'civicrm_case_sales_order', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'financial_type_id', 'civicrm_financial_type', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'product_id', 'civicrm_product', 'id');
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
+    }
+    return Civi::$statics[__CLASS__]['links'];
+  }
+
+  /**
+   * Returns all the column names of this table
+   *
+   * @return array
+   */
+  public static function &fields() {
+    if (!isset(Civi::$statics[__CLASS__]['fields'])) {
+      Civi::$statics[__CLASS__]['fields'] = [
+        'id' => [
+          'name' => 'id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('Unique CaseSalesOrderLine ID'),
+          'required' => TRUE,
+          'where' => 'civicrm_case_sales_order_line.id',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Number',
+          ],
+          'readonly' => TRUE,
+          'add' => NULL,
+        ],
+        'sales_order_id' => [
+          'name' => 'sales_order_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to CaseSalesOrder'),
+          'where' => 'civicrm_case_sales_order_line.sales_order_id',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'html' => [
+            'type' => 'EntityRef',
+          ],
+          'add' => NULL,
+        ],
+        'financial_type_id' => [
+          'name' => 'financial_type_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to CiviCRM Financial Type'),
+          'where' => 'civicrm_case_sales_order_line.financial_type_id',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Financial_DAO_FinancialType',
+          'html' => [
+            'type' => 'EntityRef',
+            'label' => E::ts("Financial Type"),
+          ],
+          'add' => NULL,
+        ],
+        'product_id' => [
+          'name' => 'product_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'title' => E::ts('Product ID'),
+          'where' => 'civicrm_case_sales_order_line.product_id',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Contribute_DAO_Product',
+          'html' => [
+            'type' => 'EntityRef',
+            'label' => E::ts("Product"),
+          ],
+          'add' => NULL,
+        ],
+        'item_description' => [
+          'name' => 'item_description',
+          'type' => CRM_Utils_Type::T_TEXT,
+          'title' => E::ts('Item Description'),
+          'description' => E::ts('line item deesctiption'),
+          'required' => FALSE,
+          'where' => 'civicrm_case_sales_order_line.item_description',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'TextArea',
+            'label' => E::ts("Item Description"),
+          ],
+          'add' => NULL,
+        ],
+        'quantity' => [
+          'name' => 'quantity',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Quantity'),
+          'description' => E::ts('Quantity'),
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order_line.quantity',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+            'label' => E::ts("Quantity"),
+          ],
+          'add' => NULL,
+        ],
+        'unit_price' => [
+          'name' => 'unit_price',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Unit Price'),
+          'description' => E::ts('Unit Price'),
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order_line.unit_price',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+            'label' => E::ts("Unit Price"),
+          ],
+          'add' => NULL,
+        ],
+        'tax_rate' => [
+          'name' => 'tax_rate',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Tax Rate'),
+          'description' => E::ts('Tax rate for the line item'),
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order_line.tax_rate',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+            'label' => E::ts("Tax"),
+          ],
+          'add' => NULL,
+        ],
+        'discounted_percentage' => [
+          'name' => 'discounted_percentage',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Discounted Percentage'),
+          'description' => E::ts('Discount applied to the line item'),
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order_line.discounted_percentage',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+            'label' => E::ts("Discount"),
+          ],
+          'add' => NULL,
+        ],
+        'subtotal_amount' => [
+          'name' => 'subtotal_amount',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Subtotal Amount'),
+          'description' => E::ts('Quantity x Unit Price x (100-Discount)%'),
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicrm_case_sales_order_line.subtotal_amount',
+          'table_name' => 'civicrm_case_sales_order_line',
+          'entity' => 'CaseSalesOrderLine',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Text',
+            'label' => E::ts("Subtotal"),
+          ],
+          'add' => NULL,
+        ],
+      ];
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
+    }
+    return Civi::$statics[__CLASS__]['fields'];
+  }
+
+  /**
+   * Return a mapping from field-name to the corresponding key (as used in fields()).
+   *
+   * @return array
+   *   Array(string $name => string $uniqueName).
+   */
+  public static function &fieldKeys() {
+    if (!isset(Civi::$statics[__CLASS__]['fieldKeys'])) {
+      Civi::$statics[__CLASS__]['fieldKeys'] = array_flip(CRM_Utils_Array::collect('name', self::fields()));
+    }
+    return Civi::$statics[__CLASS__]['fieldKeys'];
+  }
+
+  /**
+   * Returns the names of this table
+   *
+   * @return string
+   */
+  public static function getTableName() {
+    return self::$_tableName;
+  }
+
+  /**
+   * Returns if this table needs to be logged
+   *
+   * @return bool
+   */
+  public function getLog() {
+    return self::$_log;
+  }
+
+  /**
+   * Returns the list of fields that can be imported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &import($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, 'case_sales_order_line', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of fields that can be exported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &export($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, 'case_sales_order_line', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of indices
+   *
+   * @param bool $localize
+   *
+   * @return array
+   */
+  public static function indices($localize = TRUE) {
+    $indices = [];
+    return ($localize && !empty($indices)) ? CRM_Core_DAO_AllCoreTables::multilingualize(__CLASS__, $indices) : $indices;
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrderLine.php b/Civi/Api4/CaseSalesOrderLine.php
new file mode 100644
index 000000000..d1f999001
--- /dev/null
+++ b/Civi/Api4/CaseSalesOrderLine.php
@@ -0,0 +1,16 @@
+<?php
+
+namespace Civi\Api4;
+
+use Civi\Api4\Generic\DAOEntity;
+
+/**
+ * CaseSalesOrderLine entity.
+ *
+ * Provided by the CiviCase extension.
+ *
+ * @package Civi\Api4
+ */
+class CaseSalesOrderLine extends DAOEntity {
+
+}
diff --git a/civicase.civix.php b/civicase.civix.php
index 86578cba7..902500e2a 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -315,5 +315,10 @@ function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
       'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
       'table' => 'civicrm_case_sales_order',
     ],
+    'CRM_Civicase_DAO_CaseSalesOrderLine' => [
+      'name' => 'CaseSalesOrderLine',
+      'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+      'table' => 'civicrm_case_sales_order_line',
+    ],
   ]);
 }
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index 4e9b7a7e5..f60284e6f 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -73,3 +73,28 @@ CREATE TABLE `civicrm_case_sales_order` (
   CONSTRAINT FK_civicrm_case_sales_order_case_id FOREIGN KEY (`case_id`) REFERENCES `civicrm_case`(`id`) ON DELETE CASCADE
 )
 ENGINE=InnoDB;
+
+-- /*******************************************************
+-- *
+-- * civicrm_case_sales_order_line
+-- *
+-- * Sales order line items
+-- *
+-- *******************************************************/
+CREATE TABLE `civicrm_case_sales_order_line` (
+  `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrderLine ID',
+  `sales_order_id` int unsigned COMMENT 'FK to CaseSalesOrder',
+  `financial_type_id` int unsigned COMMENT 'FK to CiviCRM Financial Type',
+  `product_id` int unsigned,
+  `item_description` text NULL COMMENT 'line item deesctiption',
+  `quantity` decimal(20,2) COMMENT 'Quantity',
+  `unit_price` decimal(20,2) COMMENT 'Unit Price',
+  `tax_rate` decimal(20,2) COMMENT 'Tax rate for the line item',
+  `discounted_percentage` decimal(20,2) COMMENT 'Discount applied to the line item',
+  `subtotal_amount` decimal(20,2) COMMENT 'Quantity x Unit Price x (100-Discount)%',
+  PRIMARY KEY (`id`),
+  CONSTRAINT FK_civicrm_case_sales_order_line_sales_order_id FOREIGN KEY (`sales_order_id`) REFERENCES `civicrm_case_sales_order`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicrm_case_sales_order_line_financial_type_id FOREIGN KEY (`financial_type_id`) REFERENCES `civicrm_financial_type`(`id`) ON DELETE SET NULL,
+  CONSTRAINT FK_civicrm_case_sales_order_line_product_id FOREIGN KEY (`product_id`) REFERENCES `civicrm_product`(`id`) ON DELETE SET NULL
+)
+ENGINE=InnoDB;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index 50227090c..7eca6f5b2 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -16,6 +16,7 @@
 SET FOREIGN_KEY_CHECKS=0;
 
 DROP TABLE IF EXISTS `civicrm_case_sales_order_line`;
+DROP TABLE IF EXISTS `civicrm_case_sales_order`;
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
 DROP TABLE IF EXISTS `civicrm_case_category_features`;
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
new file mode 100644
index 000000000..40f068780
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
@@ -0,0 +1,17 @@
+<?php
+
+/**
+ * @file
+ * This file declares a new entity type.
+ *
+ * For more details See "hook_civicrm_entityTypes" at:
+ * https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes.
+ */
+
+return [
+  [
+    'name' => 'CaseSalesOrderLine',
+    'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
+    'table' => 'civicrm_case_sales_order_line',
+  ],
+];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml b/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
new file mode 100644
index 000000000..628431df6
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
@@ -0,0 +1,136 @@
+<?xml version="1.0" encoding="iso-8859-1" ?>
+
+<table>
+  <base>CRM/Civicase</base>
+  <class>CaseSalesOrderLine</class>
+  <name>civicrm_case_sales_order_line</name>
+  <comment>Sales order line items</comment>
+  <log>true</log>
+
+  <field>
+    <name>id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>Unique CaseSalesOrderLine ID</comment>
+    <html>
+      <type>Number</type>
+    </html>
+  </field>
+  <primaryKey>
+    <name>id</name>
+    <autoincrement>true</autoincrement>
+  </primaryKey>
+
+  <field>
+    <name>sales_order_id</name>
+    <type>int unsigned</type>
+    <comment>FK to CaseSalesOrder</comment>
+    <html>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <foreignKey>
+    <name>sales_order_id</name>
+    <table>civicrm_case_sales_order</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>financial_type_id</name>
+    <type>int unsigned</type>
+    <comment>FK to CiviCRM Financial Type</comment>
+    <html>
+      <label>Financial Type</label>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <pseudoconstant>
+      <table>civicrm_financial_type</table>
+      <keyColumn>id</keyColumn>
+      <labelColumn>name</labelColumn>
+    </pseudoconstant>
+  <foreignKey>
+    <name>financial_type_id</name>
+    <table>civicrm_financial_type</table>
+    <key>id</key>
+    <onDelete>SET NULL</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>product_id</name>
+    <title>Product ID</title>
+    <type>int unsigned</type>
+    <html>
+      <label>Product</label>
+      <type>EntityRef</type>
+    </html>
+  </field>
+  <foreignKey>
+    <name>product_id</name>
+    <table>civicrm_product</table>
+    <key>id</key>
+    <onDelete>SET NULL</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>item_description</name>
+    <type>text</type>
+    <required>false</required>
+    <comment>line item deesctiption</comment>
+    <html>
+      <label>Item Description</label>
+      <type>TextArea</type>
+    </html>
+  </field>
+
+  <field>
+    <name>quantity</name>
+    <type>decimal</type>
+    <comment>Quantity</comment>
+    <html>
+      <label>Quantity</label>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>unit_price</name>
+    <type>decimal</type>
+    <comment>Unit Price</comment>
+    <html>
+      <label>Unit Price</label>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>tax_rate</name>
+    <type>decimal</type>
+    <comment>Tax rate for the line item</comment>
+    <html>
+      <label>Tax</label>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>discounted_percentage</name>
+    <type>decimal</type>
+    <comment>Discount applied to the line item</comment>
+    <html>
+      <label>Discount</label>
+      <type>Text</type>
+    </html>
+  </field>
+
+  <field>
+    <name>subtotal_amount</name>
+    <type>decimal</type>
+    <comment>Quantity x Unit Price x (100-Discount)%</comment>
+    <html>
+      <label>Subtotal</label>
+      <type>Text</type>
+    </html>
+  </field>
+</table>

From cbd85f894c9e078969f8f68952c18b60e33bbc81 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 13 Feb 2023 11:58:22 +0100
Subject: [PATCH 011/199] BTHAB-18: Prefix table mame with extension name

---
 CRM/Civicase/DAO/CaseSalesOrder.php           | 62 +++++++++----------
 CRM/Civicase/DAO/CaseSalesOrderLine.php       | 52 ++++++++--------
 civicase.civix.php                            |  4 +-
 sql/auto_install.sql                          | 20 +++---
 sql/auto_uninstall.sql                        |  4 +-
 .../Civicase/CaseSalesOrder.entityType.php    |  2 +-
 xml/schema/CRM/Civicase/CaseSalesOrder.xml    |  2 +-
 .../CaseSalesOrderLine.entityType.php         |  2 +-
 .../CRM/Civicase/CaseSalesOrderLine.xml       |  4 +-
 9 files changed, 76 insertions(+), 76 deletions(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index 26aced7de..d1aa64033 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:34ab136dd14fa518532eaecfb09112c6)
+ * (GenCodeChecksum:363627d2e3cd7f868f0cc2c5b89fb95b)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -22,7 +22,7 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    *
    * @var string
    */
-  public static $_tableName = 'civicrm_case_sales_order';
+  public static $_tableName = 'civicase_sales_order';
 
   /**
    * Should CiviCRM log any modifications to this table in the civicrm_log table.
@@ -152,7 +152,7 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    * Class constructor.
    */
   public function __construct() {
-    $this->__table = 'civicrm_case_sales_order';
+    $this->__table = 'civicase_sales_order';
     parent::__construct();
   }
 
@@ -196,8 +196,8 @@ public static function &fields() {
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('Unique CaseSalesOrder ID'),
           'required' => TRUE,
-          'where' => 'civicrm_case_sales_order.id',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.id',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -211,8 +211,8 @@ public static function &fields() {
           'name' => 'client_id',
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('FK to Contact'),
-          'where' => 'civicrm_case_sales_order.client_id',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.client_id',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -227,8 +227,8 @@ public static function &fields() {
           'name' => 'owner_id',
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('FK to Contact'),
-          'where' => 'civicrm_case_sales_order.owner_id',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.owner_id',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -243,8 +243,8 @@ public static function &fields() {
           'name' => 'case_id',
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('FK to Case'),
-          'where' => 'civicrm_case_sales_order.case_id',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.case_id',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -262,11 +262,11 @@ public static function &fields() {
           'description' => E::ts('3 character string, value from config setting or input via user.'),
           'maxlength' => 3,
           'size' => CRM_Utils_Type::FOUR,
-          'where' => 'civicrm_case_sales_order.currency',
+          'where' => 'civicase_sales_order.currency',
           'headerPattern' => '/cur(rency)?/i',
           'dataPattern' => '/^[A-Z]{3}$/',
           'default' => NULL,
-          'table_name' => 'civicrm_case_sales_order',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -287,8 +287,8 @@ public static function &fields() {
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('One of the values of the case_sales_order_status option group'),
           'required' => TRUE,
-          'where' => 'civicrm_case_sales_order.status_id',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.status_id',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -308,8 +308,8 @@ public static function &fields() {
           'title' => E::ts('Description'),
           'description' => E::ts('Sales order deesctiption'),
           'required' => FALSE,
-          'where' => 'civicrm_case_sales_order.description',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.description',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -325,8 +325,8 @@ public static function &fields() {
           'title' => E::ts('Notes'),
           'description' => E::ts('Sales order notes'),
           'required' => FALSE,
-          'where' => 'civicrm_case_sales_order.notes',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.notes',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -346,8 +346,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order.total_before_tax',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.total_before_tax',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -366,8 +366,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order.total_after_tax',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.total_after_tax',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -381,8 +381,8 @@ public static function &fields() {
           'type' => CRM_Utils_Type::T_TIMESTAMP,
           'title' => E::ts('Quotation Date'),
           'description' => E::ts('Quotation date'),
-          'where' => 'civicrm_case_sales_order.quotation_date',
-          'table_name' => 'civicrm_case_sales_order',
+          'where' => 'civicase_sales_order.quotation_date',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -396,9 +396,9 @@ public static function &fields() {
           'type' => CRM_Utils_Type::T_TIMESTAMP,
           'title' => E::ts('Created At'),
           'description' => E::ts('Date the sales order is created'),
-          'where' => 'civicrm_case_sales_order.created_at',
+          'where' => 'civicase_sales_order.created_at',
           'default' => 'CURRENT_TIMESTAMP',
-          'table_name' => 'civicrm_case_sales_order',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -408,9 +408,9 @@ public static function &fields() {
           'name' => 'is_deleted',
           'type' => CRM_Utils_Type::T_BOOLEAN,
           'description' => E::ts('Is this sales order deleted?'),
-          'where' => 'civicrm_case_sales_order.is_deleted',
+          'where' => 'civicase_sales_order.is_deleted',
           'default' => '0',
-          'table_name' => 'civicrm_case_sales_order',
+          'table_name' => 'civicase_sales_order',
           'entity' => 'CaseSalesOrder',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
           'localizable' => 0,
@@ -461,7 +461,7 @@ public function getLog() {
    * @return array
    */
   public static function &import($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, 'case_sales_order', $prefix, []);
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, '_sales_order', $prefix, []);
     return $r;
   }
 
@@ -473,7 +473,7 @@ public static function &import($prefix = FALSE) {
    * @return array
    */
   public static function &export($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, 'case_sales_order', $prefix, []);
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, '_sales_order', $prefix, []);
     return $r;
   }
 
diff --git a/CRM/Civicase/DAO/CaseSalesOrderLine.php b/CRM/Civicase/DAO/CaseSalesOrderLine.php
index 7f7bf67d7..d855e713b 100644
--- a/CRM/Civicase/DAO/CaseSalesOrderLine.php
+++ b/CRM/Civicase/DAO/CaseSalesOrderLine.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:68a85389455a42d654dbb49ce271ada4)
+ * (GenCodeChecksum:4de7e55e8e6d9992c60cc1dd9035336f)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -22,7 +22,7 @@ class CRM_Civicase_DAO_CaseSalesOrderLine extends CRM_Core_DAO {
    *
    * @var string
    */
-  public static $_tableName = 'civicrm_case_sales_order_line';
+  public static $_tableName = 'civicase_sales_order_line';
 
   /**
    * Should CiviCRM log any modifications to this table in the civicrm_log table.
@@ -123,7 +123,7 @@ class CRM_Civicase_DAO_CaseSalesOrderLine extends CRM_Core_DAO {
    * Class constructor.
    */
   public function __construct() {
-    $this->__table = 'civicrm_case_sales_order_line';
+    $this->__table = 'civicase_sales_order_line';
     parent::__construct();
   }
 
@@ -146,7 +146,7 @@ public static function getEntityTitle($plural = FALSE) {
   public static function getReferenceColumns() {
     if (!isset(Civi::$statics[__CLASS__]['links'])) {
       Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
-      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'sales_order_id', 'civicrm_case_sales_order', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'sales_order_id', 'civicase_sales_order', 'id');
       Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'financial_type_id', 'civicrm_financial_type', 'id');
       Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'product_id', 'civicrm_product', 'id');
       CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
@@ -167,8 +167,8 @@ public static function &fields() {
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('Unique CaseSalesOrderLine ID'),
           'required' => TRUE,
-          'where' => 'civicrm_case_sales_order_line.id',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.id',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -182,8 +182,8 @@ public static function &fields() {
           'name' => 'sales_order_id',
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('FK to CaseSalesOrder'),
-          'where' => 'civicrm_case_sales_order_line.sales_order_id',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.sales_order_id',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -197,8 +197,8 @@ public static function &fields() {
           'name' => 'financial_type_id',
           'type' => CRM_Utils_Type::T_INT,
           'description' => E::ts('FK to CiviCRM Financial Type'),
-          'where' => 'civicrm_case_sales_order_line.financial_type_id',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.financial_type_id',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -213,8 +213,8 @@ public static function &fields() {
           'name' => 'product_id',
           'type' => CRM_Utils_Type::T_INT,
           'title' => E::ts('Product ID'),
-          'where' => 'civicrm_case_sales_order_line.product_id',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.product_id',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -231,8 +231,8 @@ public static function &fields() {
           'title' => E::ts('Item Description'),
           'description' => E::ts('line item deesctiption'),
           'required' => FALSE,
-          'where' => 'civicrm_case_sales_order_line.item_description',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.item_description',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -251,8 +251,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order_line.quantity',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.quantity',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -271,8 +271,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order_line.unit_price',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.unit_price',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -291,8 +291,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order_line.tax_rate',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.tax_rate',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -311,8 +311,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order_line.discounted_percentage',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.discounted_percentage',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -331,8 +331,8 @@ public static function &fields() {
             20,
             2,
           ],
-          'where' => 'civicrm_case_sales_order_line.subtotal_amount',
-          'table_name' => 'civicrm_case_sales_order_line',
+          'where' => 'civicase_sales_order_line.subtotal_amount',
+          'table_name' => 'civicase_sales_order_line',
           'entity' => 'CaseSalesOrderLine',
           'bao' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
           'localizable' => 0,
@@ -387,7 +387,7 @@ public function getLog() {
    * @return array
    */
   public static function &import($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, 'case_sales_order_line', $prefix, []);
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, '_sales_order_line', $prefix, []);
     return $r;
   }
 
@@ -399,7 +399,7 @@ public static function &import($prefix = FALSE) {
    * @return array
    */
   public static function &export($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, 'case_sales_order_line', $prefix, []);
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, '_sales_order_line', $prefix, []);
     return $r;
   }
 
diff --git a/civicase.civix.php b/civicase.civix.php
index 902500e2a..e3932e11e 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -313,12 +313,12 @@ function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
     'CRM_Civicase_DAO_CaseSalesOrder' => [
       'name' => 'CaseSalesOrder',
       'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
-      'table' => 'civicrm_case_sales_order',
+      'table' => 'civicase_sales_order',
     ],
     'CRM_Civicase_DAO_CaseSalesOrderLine' => [
       'name' => 'CaseSalesOrderLine',
       'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
-      'table' => 'civicrm_case_sales_order_line',
+      'table' => 'civicase_sales_order_line',
     ],
   ]);
 }
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index f60284e6f..dc80f323f 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -48,12 +48,12 @@ CREATE TABLE IF NOT EXISTS `civicrm_case_category_features` (
 
 -- /*******************************************************
 -- *
--- * civicrm_case_sales_order
+-- * civicase_sales_order
 -- *
 -- * Sales order that represents quotations
 -- *
 -- *******************************************************/
-CREATE TABLE `civicrm_case_sales_order` (
+CREATE TABLE `civicase_sales_order` (
   `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrder ID',
   `client_id` int unsigned COMMENT 'FK to Contact',
   `owner_id` int unsigned COMMENT 'FK to Contact',
@@ -68,20 +68,20 @@ CREATE TABLE `civicrm_case_sales_order` (
   `created_at` timestamp DEFAULT CURRENT_TIMESTAMP COMMENT 'Date the sales order is created',
   `is_deleted` tinyint DEFAULT 0 COMMENT 'Is this sales order deleted?',
   PRIMARY KEY (`id`),
-  CONSTRAINT FK_civicrm_case_sales_order_client_id FOREIGN KEY (`client_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
-  CONSTRAINT FK_civicrm_case_sales_order_owner_id FOREIGN KEY (`owner_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
-  CONSTRAINT FK_civicrm_case_sales_order_case_id FOREIGN KEY (`case_id`) REFERENCES `civicrm_case`(`id`) ON DELETE CASCADE
+  CONSTRAINT FK_civicase_sales_order_client_id FOREIGN KEY (`client_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicase_sales_order_owner_id FOREIGN KEY (`owner_id`) REFERENCES `civicrm_contact`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicase_sales_order_case_id FOREIGN KEY (`case_id`) REFERENCES `civicrm_case`(`id`) ON DELETE CASCADE
 )
 ENGINE=InnoDB;
 
 -- /*******************************************************
 -- *
--- * civicrm_case_sales_order_line
+-- * civicase_sales_order_line
 -- *
 -- * Sales order line items
 -- *
 -- *******************************************************/
-CREATE TABLE `civicrm_case_sales_order_line` (
+CREATE TABLE `civicase_sales_order_line` (
   `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrderLine ID',
   `sales_order_id` int unsigned COMMENT 'FK to CaseSalesOrder',
   `financial_type_id` int unsigned COMMENT 'FK to CiviCRM Financial Type',
@@ -93,8 +93,8 @@ CREATE TABLE `civicrm_case_sales_order_line` (
   `discounted_percentage` decimal(20,2) COMMENT 'Discount applied to the line item',
   `subtotal_amount` decimal(20,2) COMMENT 'Quantity x Unit Price x (100-Discount)%',
   PRIMARY KEY (`id`),
-  CONSTRAINT FK_civicrm_case_sales_order_line_sales_order_id FOREIGN KEY (`sales_order_id`) REFERENCES `civicrm_case_sales_order`(`id`) ON DELETE CASCADE,
-  CONSTRAINT FK_civicrm_case_sales_order_line_financial_type_id FOREIGN KEY (`financial_type_id`) REFERENCES `civicrm_financial_type`(`id`) ON DELETE SET NULL,
-  CONSTRAINT FK_civicrm_case_sales_order_line_product_id FOREIGN KEY (`product_id`) REFERENCES `civicrm_product`(`id`) ON DELETE SET NULL
+  CONSTRAINT FK_civicase_sales_order_line_sales_order_id FOREIGN KEY (`sales_order_id`) REFERENCES `civicase_sales_order`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicase_sales_order_line_financial_type_id FOREIGN KEY (`financial_type_id`) REFERENCES `civicrm_financial_type`(`id`) ON DELETE SET NULL,
+  CONSTRAINT FK_civicase_sales_order_line_product_id FOREIGN KEY (`product_id`) REFERENCES `civicrm_product`(`id`) ON DELETE SET NULL
 )
 ENGINE=InnoDB;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index 7eca6f5b2..80fb0b568 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -15,8 +15,8 @@
 
 SET FOREIGN_KEY_CHECKS=0;
 
-DROP TABLE IF EXISTS `civicrm_case_sales_order_line`;
-DROP TABLE IF EXISTS `civicrm_case_sales_order`;
+DROP TABLE IF EXISTS `civicase_sales_order_line`;
+DROP TABLE IF EXISTS `civicase_sales_order`;
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
 DROP TABLE IF EXISTS `civicrm_case_category_features`;
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
index f4d758a7f..55b2d44de 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.entityType.php
@@ -12,6 +12,6 @@
   [
     'name' => 'CaseSalesOrder',
     'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
-    'table' => 'civicrm_case_sales_order',
+    'table' => 'civicase_sales_order',
   ],
 ];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index 343d00148..6fecdd8ed 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -3,7 +3,7 @@
 <table>
   <base>CRM/Civicase</base>
   <class>CaseSalesOrder</class>
-  <name>civicrm_case_sales_order</name>
+  <name>civicase_sales_order</name>
   <comment>Sales order that represents quotations</comment>
   <log>true</log>
 
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
index 40f068780..4547d665b 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderLine.entityType.php
@@ -12,6 +12,6 @@
   [
     'name' => 'CaseSalesOrderLine',
     'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
-    'table' => 'civicrm_case_sales_order_line',
+    'table' => 'civicase_sales_order_line',
   ],
 ];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml b/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
index 628431df6..8a7bccdd0 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderLine.xml
@@ -3,7 +3,7 @@
 <table>
   <base>CRM/Civicase</base>
   <class>CaseSalesOrderLine</class>
-  <name>civicrm_case_sales_order_line</name>
+  <name>civicase_sales_order_line</name>
   <comment>Sales order line items</comment>
   <log>true</log>
 
@@ -31,7 +31,7 @@
   </field>
   <foreignKey>
     <name>sales_order_id</name>
-    <table>civicrm_case_sales_order</table>
+    <table>civicase_sales_order</table>
     <key>id</key>
     <onDelete>CASCADE</onDelete>
   </foreignKey>

From 6eff805cf76281cd24f0a47725af7193b83de90d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 15 Feb 2023 10:22:35 +0100
Subject: [PATCH 012/199] BTHAB-20: Use features option_value value instead of
 ID

(cherry picked from commit 402dccd02cf58bb5cc02d826e3132b967c21cede)
---
 CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php | 4 ++--
 CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php    | 4 ++--
 CRM/Civicase/Service/CaseTypeCategoryFeatures.php            | 1 -
 3 files changed, 4 insertions(+), 5 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php b/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
index 69ab32073..f77b33f36 100644
--- a/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
+++ b/CRM/Civicase/Hook/BuildForm/AddCaseCategoryFeaturesField.php
@@ -35,10 +35,10 @@ private function addCategoryFeaturesFormField(CRM_Core_Form &$form) {
     $features = [];
 
     foreach ($caseCategoryFeatures->getFeatures() as $feature) {
-      $features[] = 'case_category_feature_' . $feature['id'];
+      $features[] = 'case_category_feature_' . $feature['value'];
       $form->add(
         'checkbox',
-        'case_category_feature_' . $feature['id'],
+        'case_category_feature_' . $feature['value'],
         $feature['label']
       );
     }
diff --git a/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php b/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
index 52129a679..acee44045 100644
--- a/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
+++ b/CRM/Civicase/Hook/PostProcess/SaveCaseCategoryFeature.php
@@ -47,10 +47,10 @@ private function saveCaseCategoryFeature($categoryId, array $submittedValues) {
     // Create new features link.
     $caseCategoryFeatures = new CRM_Civicase_Service_CaseTypeCategoryFeatures();
     foreach ($caseCategoryFeatures->getFeatures() as $feature) {
-      if (!empty($submittedValues['case_category_feature_' . $feature['id']])) {
+      if (!empty($submittedValues['case_category_feature_' . $feature['value']])) {
         CaseCategoryFeatures::create()
           ->addValue('category_id', $categoryId)
-          ->addValue('feature_id', $feature['id'])
+          ->addValue('feature_id', $feature['value'])
           ->execute();
       }
     }
diff --git a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
index 7dd022240..59e8e055a 100644
--- a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
+++ b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
@@ -16,7 +16,6 @@ public function getFeatures() {
     $optionValues = OptionValue::get()
       ->addSelect('id', 'label', 'value', 'name', 'option_group_id')
       ->addWhere('option_group_id:name', '=', self::NAME)
-      ->setLimit(25)
       ->execute();
 
     return $optionValues;

From c4cd3b01bb5c2a01a5987d6711142c160c2db0cc Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 16 Feb 2023 08:56:29 +0100
Subject: [PATCH 013/199] BTHAB-20: Move shared function to abstract class

(cherry picked from commit dcf8852fedea801ba7b3ce365b0d734ae2934c27)
---
 .../Hook/NavigationMenu/AbstractMenuAlter.php | 45 +++++++++++++++++++
 .../Hook/NavigationMenu/AlterForCaseMenu.php  | 15 +------
 2 files changed, 47 insertions(+), 13 deletions(-)
 create mode 100644 CRM/Civicase/Hook/NavigationMenu/AbstractMenuAlter.php

diff --git a/CRM/Civicase/Hook/NavigationMenu/AbstractMenuAlter.php b/CRM/Civicase/Hook/NavigationMenu/AbstractMenuAlter.php
new file mode 100644
index 000000000..01cdbf58c
--- /dev/null
+++ b/CRM/Civicase/Hook/NavigationMenu/AbstractMenuAlter.php
@@ -0,0 +1,45 @@
+<?php
+
+/**
+ * Class AbstractMenuAlter.
+ */
+abstract class CRM_Civicase_Hook_NavigationMenu_AbstractMenuAlter {
+
+  /**
+   * Modifies the navigation menu.
+   *
+   * @param array $menu
+   *   Menu Array.
+   */
+  abstract public function run(array &$menu);
+
+  /**
+   * Allow a menu item to be inserted into the position of an existing item.
+   *
+   * @param array $menus
+   *   Array of menu items.
+   * @param string $menuBefore
+   *   Unique name of the menuitem to be moved down.
+   *
+   * @return int
+   *   Weight of the menu item that was moved down.
+   */
+  protected function moveMenuDown(array &$menus, string $menuBefore) {
+    $weight = $desiredWeight = 0;
+    $moveDown = FALSE;
+
+    foreach ($menus as $key => &$value) {
+      if ($value['attributes']['name'] === $menuBefore) {
+        $weight = $desiredWeight = (int) $value['attributes']['weight'];
+        $moveDown = TRUE;
+      }
+
+      if ($moveDown) {
+        $value['attributes']['weight'] = ++$weight;
+      }
+    }
+
+    return $desiredWeight;
+  }
+
+}
diff --git a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
index 22dae9dad..94d285ba9 100644
--- a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
+++ b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
@@ -7,7 +7,7 @@
 /**
  * Class CRM_Civicase_Hook_Navigation_AlterForCaseMenu.
  */
-class CRM_Civicase_Hook_NavigationMenu_AlterForCaseMenu {
+class CRM_Civicase_Hook_NavigationMenu_AlterForCaseMenu extends CRM_Civicase_Hook_NavigationMenu_AbstractMenuAlter {
 
   /**
    * Case category Setting.
@@ -135,18 +135,7 @@ private function addCiviCaseInstanceMenu(array &$menu) {
     $administerID = CRM_Core_DAO::getFieldValue('CRM_Core_DAO_Navigation', 'Administer', 'id', 'name');
     $civicaseSettings = &$menu[$administerID]['child'][$caseID];
 
-    $weight = $desiredWeight = 0;
-    $moveDown = FALSE;
-    foreach ($civicaseSettings['child'] as $key => &$value) {
-      if ($value['attributes']['name'] === 'Case Types') {
-        $weight = $desiredWeight = (int) $value['attributes']['weight'];
-        $moveDown = TRUE;
-      }
-
-      if ($moveDown) {
-        $value['attributes']['weight'] = ++$weight;
-      }
-    }
+    $desiredWeight = $this->moveMenuDown($civicaseSettings['child'], 'Case Types');
 
     $menu[$administerID]['child'][$caseID]['child'][] = [
       'attributes' => [

From 8da64e1c7cf1af286375d7919ccd34d151f40076 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 16 Feb 2023 09:36:32 +0100
Subject: [PATCH 014/199] BTHAB-20: Display enabled features menu

(cherry picked from commit e00d9c1ba9194160b2c0c39e9f26c8157143d9b8)
---
 .../CaseInstanceFeaturesMenu.php              | 112 ++++++++++++++++++
 civicase.php                                  |   1 +
 2 files changed, 113 insertions(+)
 create mode 100644 CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php

diff --git a/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
new file mode 100644
index 000000000..ea9dd2654
--- /dev/null
+++ b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
@@ -0,0 +1,112 @@
+<?php
+
+use CRM_Certificate_ExtensionUtil as E;
+use Civi\Api4\CaseCategoryFeatures;
+use Civi\Api4\OptionGroup;
+
+/**
+ * Add menu for enabled features on Case instnace menus.
+ */
+class CRM_Civicase_Hook_NavigationMenu_CaseInstanceFeaturesMenu extends CRM_Civicase_Hook_NavigationMenu_AbstractMenuAlter {
+
+  /**
+   * Features menu should be created for.
+   *
+   * @var array
+   */
+  const FEATURES_WITH_MENU = [
+    'quotations',
+  ];
+
+  /**
+   * Modifies the navigation menu.
+   *
+   * @param array $menu
+   *   Menu Array.
+   */
+  public function run(array &$menu) {
+    $this->addFeaturesMenu($menu);
+  }
+
+  /**
+   * Adds enabled features menu to menu.
+   *
+   * @param array $menu
+   *   Tree of menu items, per hook_civicrm_navigationMenu.
+   */
+  private function addFeaturesMenu(array &$menu) {
+    try {
+
+      $caseInstancesGroup = $this->retrieveCaseInstanceWithEnabledFeatures();
+
+      foreach ($caseInstancesGroup as $caseInstances) {
+        $separator = 0;
+        $caseInstanceMenu = &$menu[$caseInstances['navigation_id']];
+        $caseInstanceName = $caseInstances['name'];
+        $caseInstanceName = ($caseInstanceName === 'Prospecting') ? 'prospect' : $caseInstanceName;
+        $desiredWeight = $this->moveMenuDown($caseInstanceMenu['child'], "manage_{$caseInstanceName}_workflows");
+
+        foreach ($caseInstances['items'] as $caseInstance) {
+          $caseInstanceMenu['child'][] = [
+            'attributes' => [
+              'label' => ts('Manage ' . $caseInstance['feature_id:label']),
+              'name' => 'Manage ' . $caseInstance['feature_id:label'],
+              'url' => "civicrm/case-features/a?case_type_category={$caseInstance['category_id']}#/{$caseInstance['feature_id:name']}",
+              'permission' => $caseInstanceMenu['attributes']['permission'],
+              'operator' => 'OR',
+              'parentID' => $caseInstanceMenu['attributes']['navID'],
+              'active' => 1,
+              'separator' => $separator++,
+              'weight' => $desiredWeight,
+            ],
+          ];
+        }
+      }
+    }
+    catch (\Throwable $th) {
+      \Civi::log()->error(E::ts("Error adding case instance features menu"), [
+        'context' => [
+          'backtrace' => $th->getTraceAsString(),
+          'message' => $th->getMessage(),
+        ],
+      ]);
+    }
+  }
+
+  /**
+   * Retrieves case instance that has the defined features enabled.
+   *
+   * @return array
+   *   Array of Key\Pair value grouped by case instance id.
+   */
+  private function retrieveCaseInstanceWithEnabledFeatures() {
+    $caseInstanceGroup = OptionGroup::get()->addWhere('name', '=', 'case_type_categories')->execute()[0] ?? NULL;
+
+    if (empty($caseInstanceGroup)) {
+      return [];
+    }
+
+    $result = CaseCategoryFeatures::get()
+      ->addSelect('*', 'option_value.label', 'option_value.name', 'feature_id:name', 'feature_id:label', 'navigation.id')
+      ->addJoin('OptionValue AS option_value', 'LEFT',
+      ['option_value.value', '=', 'category_id']
+    )
+      ->addJoin('Navigation AS navigation', 'LEFT',
+      ['navigation.name', '=', 'option_value.name']
+    )
+      ->addWhere('option_value.option_group_id', '=', $caseInstanceGroup['id'])
+      ->addWhere('feature_id:name', 'IN', self::FEATURES_WITH_MENU)
+      ->execute();
+
+    $caseCategoriesGroup = array_reduce((array) $result, function (array $accumulator, array $element) {
+      $accumulator[$element['category_id']]['items'][] = $element;
+      $accumulator[$element['category_id']]['navigation_id'] = $element['navigation.id'];
+      $accumulator[$element['category_id']]['name'] = $element['option_value.name'];
+
+      return $accumulator;
+    }, []);
+
+    return $caseCategoriesGroup;
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index bc7232337..b929068e4 100644
--- a/civicase.php
+++ b/civicase.php
@@ -409,6 +409,7 @@ function civicase_civicrm_check(&$messages) {
 function civicase_civicrm_navigationMenu(&$menu) {
   $hooks = [
     new CRM_Civicase_Hook_NavigationMenu_AlterForCaseMenu(),
+    new CRM_Civicase_Hook_NavigationMenu_CaseInstanceFeaturesMenu(),
   ];
 
   foreach ($hooks as $hook) {

From 300cad11039e4755f24d0e99466c627e046310a0 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 20 Feb 2023 10:01:30 +0100
Subject: [PATCH 015/199] BRHAB-20: Avoid creating sales_order table if exist

---
 sql/auto_install.sql | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index dc80f323f..aa06792c5 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -53,7 +53,7 @@ CREATE TABLE IF NOT EXISTS `civicrm_case_category_features` (
 -- * Sales order that represents quotations
 -- *
 -- *******************************************************/
-CREATE TABLE `civicase_sales_order` (
+CREATE TABLE IF NOT EXISTS `civicase_sales_order` (
   `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrder ID',
   `client_id` int unsigned COMMENT 'FK to Contact',
   `owner_id` int unsigned COMMENT 'FK to Contact',
@@ -81,7 +81,7 @@ ENGINE=InnoDB;
 -- * Sales order line items
 -- *
 -- *******************************************************/
-CREATE TABLE `civicase_sales_order_line` (
+CREATE TABLE IF NOT EXISTS `civicase_sales_order_line` (
   `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrderLine ID',
   `sales_order_id` int unsigned COMMENT 'FK to CaseSalesOrder',
   `financial_type_id` int unsigned COMMENT 'FK to CiviCRM Financial Type',

From 39a4a9eaedf0ef273dcc81f2627638fadcf6e1d5 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 16 Feb 2023 09:43:11 +0100
Subject: [PATCH 016/199] BTHAB-20: Add base angular module for case features

---
 CRM/Civicase/Page/CaseFeaturesAngular.php | 42 +++++++++++++++++++
 ang/case-features.ang.php                 | 51 +++++++++++++++++++++++
 ang/case-features.js                      |  3 ++
 ang/case-features/app.routes.js           |  7 ++++
 xml/Menu/civicase.xml                     |  5 +++
 5 files changed, 108 insertions(+)
 create mode 100644 CRM/Civicase/Page/CaseFeaturesAngular.php
 create mode 100644 ang/case-features.ang.php
 create mode 100644 ang/case-features.js
 create mode 100644 ang/case-features/app.routes.js

diff --git a/CRM/Civicase/Page/CaseFeaturesAngular.php b/CRM/Civicase/Page/CaseFeaturesAngular.php
new file mode 100644
index 000000000..1482145e8
--- /dev/null
+++ b/CRM/Civicase/Page/CaseFeaturesAngular.php
@@ -0,0 +1,42 @@
+<?php
+
+/**
+ * Class CRM_Civicase_Page_CaseFeaturesAngular.
+ *
+ * Define an Angular base-page for Case Features.
+ */
+class CRM_Civicase_Page_CaseFeaturesAngular extends \CRM_Core_Page {
+
+  /**
+   * Run Function.
+   *
+   * This function takes care of all the things common to all
+   * pages. This typically involves assigning the appropriate
+   * smarty variable :)
+   *
+   * @return string
+   *   The content generated by running this page
+   */
+  public function run() {
+    $loader = Civi::service('angularjs.loader');
+    $loader->setPageName('civicrm/case-features/a');
+    $loader->addModules(['crmApp', 'case-features']);
+    \Civi::resources()->addSetting([
+      'crmApp' => [
+        'defaultRoute' => '/',
+      ],
+    ]);
+
+    return parent::run();
+  }
+
+  /**
+   * Get Template File Name.
+   *
+   * @inheritdoc
+   */
+  public function getTemplateFileName() {
+    return 'Civi/Angular/Page/Main.tpl';
+  }
+
+}
diff --git a/ang/case-features.ang.php b/ang/case-features.ang.php
new file mode 100644
index 000000000..3eaabfad2
--- /dev/null
+++ b/ang/case-features.ang.php
@@ -0,0 +1,51 @@
+<?php
+
+/**
+ * @file
+ * Declares an Angular module which can be autoloaded in CiviCRM.
+ *
+ * See also:
+ * http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_angularModules.
+ */
+
+use CRM_Civicase_Helper_GlobRecursive as GlobRecursive;
+
+/**
+ * Get a list of JS files.
+ *
+ * @return array
+ *   list of js files
+ */
+function getFeaturesJsFiles() {
+  return array_merge(
+    [
+      'ang/case-features.js',
+    ],
+    GlobRecursive::getRelativeToExtension(
+      'uk.co.compucorp.civicase',
+      'ang/case-features/*.js'
+    )
+  );
+}
+
+$requires = [
+  'crmUi',
+  'crmCaseType',
+  'ngRoute',
+  'dialogService',
+  'civicase-base',
+  'afsearchQuotations',
+];
+
+$requires = CRM_Workflow_Hook_addDependentAngularModules::invoke($requires);
+
+return [
+  'css' => [
+    'css/*.css',
+  ],
+  'js' => getFeaturesJsFiles(),
+  'requires' => $requires,
+  'partials' => [
+    'ang/case-features',
+  ],
+];
diff --git a/ang/case-features.js b/ang/case-features.js
new file mode 100644
index 000000000..7a120c16d
--- /dev/null
+++ b/ang/case-features.js
@@ -0,0 +1,3 @@
+(function (angular, $, _) {
+  angular.module('case-features', CRM.angRequires('case-features'));
+})(angular, CRM.$, CRM._);
diff --git a/ang/case-features/app.routes.js b/ang/case-features/app.routes.js
new file mode 100644
index 000000000..7ae5bb7e5
--- /dev/null
+++ b/ang/case-features/app.routes.js
@@ -0,0 +1,7 @@
+(function (angular, $, _) {
+  var module = angular.module('case-features');
+
+  module.config(function ($routeProvider, UrlParametersProvider) {
+    
+  });
+})(angular, CRM.$, CRM._);
diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index 7c194eb52..b66f7a741 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -28,6 +28,11 @@
     <page_callback>CRM_Civicase_Page_WorkflowAngular</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
   </item>
+  <item>
+    <path>civicrm/case-features/a</path>
+    <page_callback>CRM_Civicase_Page_CaseFeaturesAngular</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
   <item>
     <path>civicrm/case/webforms</path>
     <page_callback>CRM_Civicase_Form_CaseWebforms</page_callback>

From 8f65d441e6f2d64d5092327a6dc06b397b5a0c7d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 16 Feb 2023 11:08:34 +0100
Subject: [PATCH 017/199] BTHAB-20: Display quotations that do not belong to
 any case

---
 ang/afsearchQuotations.aff.html               |  6 +++
 ang/afsearchQuotations.aff.json               | 16 +++++++
 ang/case-features/app.routes.js               |  9 +++-
 .../directives/quotations-list.directive.html | 16 +++++++
 .../directives/quotations-list.directive.js   | 21 +++++++++
 managed/SavedSearch_Quotations.mgd.php        | 45 +++++++++++++++++++
 6 files changed, 112 insertions(+), 1 deletion(-)
 create mode 100644 ang/afsearchQuotations.aff.html
 create mode 100644 ang/afsearchQuotations.aff.json
 create mode 100644 ang/case-features/quotations/directives/quotations-list.directive.html
 create mode 100644 ang/case-features/quotations/directives/quotations-list.directive.js
 create mode 100644 managed/SavedSearch_Quotations.mgd.php

diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
new file mode 100644
index 000000000..2502b1181
--- /dev/null
+++ b/ang/afsearchQuotations.aff.html
@@ -0,0 +1,6 @@
+<div af-fieldset="">
+  <div class="af-container af-layout-inline">
+    <af-field name="id" defn="{label: 'Search by quotation id', input_attrs: {}}" />
+  </div>
+  <crm-search-display-table search-name="Quotations" display-name="" filters="{quotation_date: routeParams.quotation_date, description: routeParams.description}"></crm-search-display-table>
+</div>
diff --git a/ang/afsearchQuotations.aff.json b/ang/afsearchQuotations.aff.json
new file mode 100644
index 000000000..4d37e2e0c
--- /dev/null
+++ b/ang/afsearchQuotations.aff.json
@@ -0,0 +1,16 @@
+{
+  "type": "search",
+  "requires": [],
+  "title": "Quotations",
+  "description": "",
+  "is_dashlet": false,
+  "is_public": false,
+  "is_token": false,
+  "server_route": "",
+  "permission": "access CiviCRM",
+  "entity_type": null,
+  "join_entity": null,
+  "contact_summary": null,
+  "redirect": null,
+  "create_submission": null
+}
diff --git a/ang/case-features/app.routes.js b/ang/case-features/app.routes.js
index 7ae5bb7e5..4a529e884 100644
--- a/ang/case-features/app.routes.js
+++ b/ang/case-features/app.routes.js
@@ -2,6 +2,13 @@
   var module = angular.module('case-features');
 
   module.config(function ($routeProvider, UrlParametersProvider) {
-    
+    $routeProvider.when('/quotations', {
+      template: function () {
+        var urlParams = UrlParametersProvider.parse(window.location.search);
+        return `
+          <quotations-list case-type-category= ${urlParams.case_type_category}"> </quotations-list>
+        `;
+      }
+    });
   });
 })(angular, CRM.$, CRM._);
diff --git a/ang/case-features/quotations/directives/quotations-list.directive.html b/ang/case-features/quotations/directives/quotations-list.directive.html
new file mode 100644
index 000000000..d7d2e2028
--- /dev/null
+++ b/ang/case-features/quotations/directives/quotations-list.directive.html
@@ -0,0 +1,16 @@
+<div id="bootstrap-theme" class="civicase__container">
+  <h1 crm-page-title>{{ ts('Manage Quotations') }}</h1>
+
+    <a
+      ng-click="redirectToWorkflowCreationScreen()"
+      class="btn btn-primary civicase-workflow-list__new-button">
+      <i class="material-icons">add_circle</i>
+    {{:: ts('Create Quotation') }}
+    </a>
+
+  <div class="panel panel-default">
+    <div class="panel-body">
+      <afsearch-quotations class="ng-isolate-scope"> </afsearch-quotations>
+    </div>
+  </div>
+</div>
diff --git a/ang/case-features/quotations/directives/quotations-list.directive.js b/ang/case-features/quotations/directives/quotations-list.directive.js
new file mode 100644
index 000000000..10f62592b
--- /dev/null
+++ b/ang/case-features/quotations/directives/quotations-list.directive.js
@@ -0,0 +1,21 @@
+(function (angular, _) {
+  var module = angular.module('case-features');
+
+  module.directive('quotationsList', function () {
+    return {
+      restrict: 'E',
+      controller: 'quotationsListController',
+      templateUrl: '~/case-features/quotations/directives/quotations-list.directive.html',
+      scope: {}
+    };
+  });
+
+  module.controller('quotationsListController', quotationsListController);
+
+  /**
+   * @param {object} $scope the controller scope
+   */
+  function quotationsListController ($scope, $rootScope) {
+    
+  }
+})(angular, CRM._);
diff --git a/managed/SavedSearch_Quotations.mgd.php b/managed/SavedSearch_Quotations.mgd.php
new file mode 100644
index 000000000..8581110db
--- /dev/null
+++ b/managed/SavedSearch_Quotations.mgd.php
@@ -0,0 +1,45 @@
+<?php
+
+return [
+  [
+    'name' => 'SavedSearch_Quotations', 
+    'entity' => 'SavedSearch', 
+    'cleanup' => 'unused', 
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4, 
+      'values' => [
+        'name' => 'Quotations', 
+        'label' => 'Quotations', 
+        'form_values' => NULL, 
+        'search_custom_id' => NULL, 
+        'api_entity' => 'CaseSalesOrder', 
+        'api_params' => [
+          'version' => 4, 
+          'select' => [
+            'id', 
+            'client_id.display_name', 
+            'owner_id.display_name', 
+            'currency:label', 
+            'total_before_tax', 
+            'total_after_tax',
+          ], 
+          'orderBy' => [], 
+          'where' => [
+            [
+              'case_id.subject', 
+              'IS EMPTY',
+            ],
+          ], 
+          'groupBy' => [], 
+          'join' => [], 
+          'having' => [],
+        ], 
+        'expires_date' => NULL, 
+        'description' => NULL, 
+        'mapping_id' => NULL,
+      ],
+    ],
+    'match' => ['name', 'api_entity']
+  ],
+];

From 6c28918b91e8e75f057b06fa7c7586156f4de248 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 17 Feb 2023 11:24:46 +0100
Subject: [PATCH 018/199] BTHAB-20: Prefix angular resources with extension
 name

---
 CRM/Civicase/Page/CaseFeaturesAngular.php     |  2 +-
 ang/afsearchQuotations.aff.html               |  4 +-
 ang/case-features.js                          |  3 --
 ...ures.ang.php => civicase-features.ang.php} |  6 +--
 ang/civicase-features.js                      |  3 ++
 .../app.routes.js                             |  2 +-
 .../directives/quotations-list.directive.html |  0
 .../directives/quotations-list.directive.js   |  4 +-
 managed/SavedSearch_Quotations.mgd.php        | 45 -------------------
 9 files changed, 12 insertions(+), 57 deletions(-)
 delete mode 100644 ang/case-features.js
 rename ang/{case-features.ang.php => civicase-features.ang.php} (89%)
 create mode 100644 ang/civicase-features.js
 rename ang/{case-features => civicase-features}/app.routes.js (89%)
 rename ang/{case-features => civicase-features}/quotations/directives/quotations-list.directive.html (100%)
 rename ang/{case-features => civicase-features}/quotations/directives/quotations-list.directive.js (73%)
 delete mode 100644 managed/SavedSearch_Quotations.mgd.php

diff --git a/CRM/Civicase/Page/CaseFeaturesAngular.php b/CRM/Civicase/Page/CaseFeaturesAngular.php
index 1482145e8..8440ff91e 100644
--- a/CRM/Civicase/Page/CaseFeaturesAngular.php
+++ b/CRM/Civicase/Page/CaseFeaturesAngular.php
@@ -20,7 +20,7 @@ class CRM_Civicase_Page_CaseFeaturesAngular extends \CRM_Core_Page {
   public function run() {
     $loader = Civi::service('angularjs.loader');
     $loader->setPageName('civicrm/case-features/a');
-    $loader->addModules(['crmApp', 'case-features']);
+    $loader->addModules(['crmApp', 'civicase-features']);
     \Civi::resources()->addSetting([
       'crmApp' => [
         'defaultRoute' => '/',
diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index 2502b1181..4c50be2c4 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -1,6 +1,6 @@
 <div af-fieldset="">
   <div class="af-container af-layout-inline">
-    <af-field name="id" defn="{label: 'Search by quotation id', input_attrs: {}}" />
+    <af-field name="id" />
   </div>
-  <crm-search-display-table search-name="Quotations" display-name="" filters="{quotation_date: routeParams.quotation_date, description: routeParams.description}"></crm-search-display-table>
+  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table"></crm-search-display-table>
 </div>
diff --git a/ang/case-features.js b/ang/case-features.js
deleted file mode 100644
index 7a120c16d..000000000
--- a/ang/case-features.js
+++ /dev/null
@@ -1,3 +0,0 @@
-(function (angular, $, _) {
-  angular.module('case-features', CRM.angRequires('case-features'));
-})(angular, CRM.$, CRM._);
diff --git a/ang/case-features.ang.php b/ang/civicase-features.ang.php
similarity index 89%
rename from ang/case-features.ang.php
rename to ang/civicase-features.ang.php
index 3eaabfad2..5b326137b 100644
--- a/ang/case-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -19,11 +19,11 @@
 function getFeaturesJsFiles() {
   return array_merge(
     [
-      'ang/case-features.js',
+      'ang/civicase-features.js',
     ],
     GlobRecursive::getRelativeToExtension(
       'uk.co.compucorp.civicase',
-      'ang/case-features/*.js'
+      'ang/civicase-features/*.js'
     )
   );
 }
@@ -46,6 +46,6 @@ function getFeaturesJsFiles() {
   'js' => getFeaturesJsFiles(),
   'requires' => $requires,
   'partials' => [
-    'ang/case-features',
+    'ang/civicase-features',
   ],
 ];
diff --git a/ang/civicase-features.js b/ang/civicase-features.js
new file mode 100644
index 000000000..540167ef4
--- /dev/null
+++ b/ang/civicase-features.js
@@ -0,0 +1,3 @@
+(function (angular, $, _) {
+  angular.module('civicase-features', CRM.angRequires('civicase-features'));
+})(angular, CRM.$, CRM._);
diff --git a/ang/case-features/app.routes.js b/ang/civicase-features/app.routes.js
similarity index 89%
rename from ang/case-features/app.routes.js
rename to ang/civicase-features/app.routes.js
index 4a529e884..e37ae2d05 100644
--- a/ang/case-features/app.routes.js
+++ b/ang/civicase-features/app.routes.js
@@ -1,5 +1,5 @@
 (function (angular, $, _) {
-  var module = angular.module('case-features');
+  var module = angular.module('civicase-features');
 
   module.config(function ($routeProvider, UrlParametersProvider) {
     $routeProvider.when('/quotations', {
diff --git a/ang/case-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
similarity index 100%
rename from ang/case-features/quotations/directives/quotations-list.directive.html
rename to ang/civicase-features/quotations/directives/quotations-list.directive.html
diff --git a/ang/case-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
similarity index 73%
rename from ang/case-features/quotations/directives/quotations-list.directive.js
rename to ang/civicase-features/quotations/directives/quotations-list.directive.js
index 10f62592b..e7a3f87c0 100644
--- a/ang/case-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -1,11 +1,11 @@
 (function (angular, _) {
-  var module = angular.module('case-features');
+  var module = angular.module('civicase-features');
 
   module.directive('quotationsList', function () {
     return {
       restrict: 'E',
       controller: 'quotationsListController',
-      templateUrl: '~/case-features/quotations/directives/quotations-list.directive.html',
+      templateUrl: '~/civicase-features/quotations/directives/quotations-list.directive.html',
       scope: {}
     };
   });
diff --git a/managed/SavedSearch_Quotations.mgd.php b/managed/SavedSearch_Quotations.mgd.php
deleted file mode 100644
index 8581110db..000000000
--- a/managed/SavedSearch_Quotations.mgd.php
+++ /dev/null
@@ -1,45 +0,0 @@
-<?php
-
-return [
-  [
-    'name' => 'SavedSearch_Quotations', 
-    'entity' => 'SavedSearch', 
-    'cleanup' => 'unused', 
-    'update' => 'unmodified',
-    'params' => [
-      'version' => 4, 
-      'values' => [
-        'name' => 'Quotations', 
-        'label' => 'Quotations', 
-        'form_values' => NULL, 
-        'search_custom_id' => NULL, 
-        'api_entity' => 'CaseSalesOrder', 
-        'api_params' => [
-          'version' => 4, 
-          'select' => [
-            'id', 
-            'client_id.display_name', 
-            'owner_id.display_name', 
-            'currency:label', 
-            'total_before_tax', 
-            'total_after_tax',
-          ], 
-          'orderBy' => [], 
-          'where' => [
-            [
-              'case_id.subject', 
-              'IS EMPTY',
-            ],
-          ], 
-          'groupBy' => [], 
-          'join' => [], 
-          'having' => [],
-        ], 
-        'expires_date' => NULL, 
-        'description' => NULL, 
-        'mapping_id' => NULL,
-      ],
-    ],
-    'match' => ['name', 'api_entity']
-  ],
-];

From 68aebb66684bcb0e916538e157b274563cd458c8 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 17 Feb 2023 11:25:32 +0100
Subject: [PATCH 019/199] BTHAB-20: Add default entity links

---
 CRM/Civicase/DAO/CaseSalesOrder.php                 | 13 ++++++++++++-
 .../directives/quotations-list.directive.js         |  4 ++--
 xml/schema/CRM/Civicase/CaseSalesOrder.xml          |  6 ++++++
 3 files changed, 20 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index d1aa64033..52c0b5bc5 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:363627d2e3cd7f868f0cc2c5b89fb95b)
+ * (GenCodeChecksum:12c8b8325efddd813eeaa69be2c655fb)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -31,6 +31,17 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    */
   public static $_log = TRUE;
 
+  /**
+   * Paths for accessing this entity in the UI.
+   *
+   * @var string[]
+   */
+  protected static $_paths = [
+    'view' => 'civicrm/case-features?reset=1&action=view&lid=[id]',
+    'update' => 'civicrm/case-features?reset=1&action=update&lid=[id]',
+    'delete' => 'civicrm/case-features/delete?reset=1&lid=[id]',
+  ];
+
   /**
    * Unique CaseSalesOrder ID
    *
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index e7a3f87c0..389b2e213 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -15,7 +15,7 @@
   /**
    * @param {object} $scope the controller scope
    */
-  function quotationsListController ($scope, $rootScope) {
-    
+  function quotationsListController ($scope) {
+
   }
 })(angular, CRM._);
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index 6fecdd8ed..e8dcb0427 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -7,6 +7,12 @@
   <comment>Sales order that represents quotations</comment>
   <log>true</log>
 
+  <paths>
+    <view>civicrm/case-features?reset=1&amp;action=view&amp;lid=[id]</view>
+    <update>civicrm/case-features?reset=1&amp;action=update&amp;lid=[id]</update>
+    <delete>civicrm/case-features/delete?reset=1&amp;lid=[id]</delete>
+  </paths>
+
   <field>
     <name>id</name>
     <type>int unsigned</type>

From 5e4434bed1746b07d25bf09bc80a168661955c14 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 17:42:24 +0100
Subject: [PATCH 020/199] BTHAB-23: Refactor method to retrieve feature case
 instance

---
 .../CaseInstanceFeaturesMenu.php              | 43 ++-----------------
 .../Service/CaseTypeCategoryFeatures.php      | 41 ++++++++++++++++++
 2 files changed, 44 insertions(+), 40 deletions(-)

diff --git a/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
index ea9dd2654..b835384c1 100644
--- a/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
+++ b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
@@ -1,8 +1,7 @@
 <?php
 
 use CRM_Certificate_ExtensionUtil as E;
-use Civi\Api4\CaseCategoryFeatures;
-use Civi\Api4\OptionGroup;
+use CRM_Civicase_Service_CaseTypeCategoryFeatures as CaseTypeCategoryFeatures;
 
 /**
  * Add menu for enabled features on Case instnace menus.
@@ -36,8 +35,8 @@ public function run(array &$menu) {
    */
   private function addFeaturesMenu(array &$menu) {
     try {
-
-      $caseInstancesGroup = $this->retrieveCaseInstanceWithEnabledFeatures();
+      $caseTypeCategoryFeatures = new CaseTypeCategoryFeatures();
+      $caseInstancesGroup = $caseTypeCategoryFeatures->retrieveCaseInstanceWithEnabledFeatures(self::FEATURES_WITH_MENU);
 
       foreach ($caseInstancesGroup as $caseInstances) {
         $separator = 0;
@@ -73,40 +72,4 @@ private function addFeaturesMenu(array &$menu) {
     }
   }
 
-  /**
-   * Retrieves case instance that has the defined features enabled.
-   *
-   * @return array
-   *   Array of Key\Pair value grouped by case instance id.
-   */
-  private function retrieveCaseInstanceWithEnabledFeatures() {
-    $caseInstanceGroup = OptionGroup::get()->addWhere('name', '=', 'case_type_categories')->execute()[0] ?? NULL;
-
-    if (empty($caseInstanceGroup)) {
-      return [];
-    }
-
-    $result = CaseCategoryFeatures::get()
-      ->addSelect('*', 'option_value.label', 'option_value.name', 'feature_id:name', 'feature_id:label', 'navigation.id')
-      ->addJoin('OptionValue AS option_value', 'LEFT',
-      ['option_value.value', '=', 'category_id']
-    )
-      ->addJoin('Navigation AS navigation', 'LEFT',
-      ['navigation.name', '=', 'option_value.name']
-    )
-      ->addWhere('option_value.option_group_id', '=', $caseInstanceGroup['id'])
-      ->addWhere('feature_id:name', 'IN', self::FEATURES_WITH_MENU)
-      ->execute();
-
-    $caseCategoriesGroup = array_reduce((array) $result, function (array $accumulator, array $element) {
-      $accumulator[$element['category_id']]['items'][] = $element;
-      $accumulator[$element['category_id']]['navigation_id'] = $element['navigation.id'];
-      $accumulator[$element['category_id']]['name'] = $element['option_value.name'];
-
-      return $accumulator;
-    }, []);
-
-    return $caseCategoriesGroup;
-  }
-
 }
diff --git a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
index 59e8e055a..23365c327 100644
--- a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
+++ b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
@@ -1,5 +1,7 @@
 <?php
 
+use Civi\Api4\OptionGroup;
+use Civi\Api4\CaseCategoryFeatures;
 use Civi\Api4\OptionValue as OptionValue;
 
 /**
@@ -21,4 +23,43 @@ public function getFeatures() {
     return $optionValues;
   }
 
+  /**
+   * Retrieves case instance that has the defined features enabled.
+   *
+   * @param array $features
+   *   The features to retrieve case instances for.
+   *
+   * @return array
+   *   Array of Key\Pair value grouped by case instance id.
+   */
+  public function retrieveCaseInstanceWithEnabledFeatures(array $features) {
+    $caseInstanceGroup = OptionGroup::get()->addWhere('name', '=', 'case_type_categories')->execute()[0] ?? NULL;
+
+    if (empty($caseInstanceGroup)) {
+      return [];
+    }
+
+    $result = CaseCategoryFeatures::get()
+      ->addSelect('*', 'option_value.label', 'option_value.name', 'feature_id:name', 'feature_id:label', 'navigation.id')
+      ->addJoin('OptionValue AS option_value', 'LEFT',
+      ['option_value.value', '=', 'category_id']
+    )
+      ->addJoin('Navigation AS navigation', 'LEFT',
+      ['navigation.name', '=', 'option_value.name']
+    )
+      ->addWhere('option_value.option_group_id', '=', $caseInstanceGroup['id'])
+      ->addWhere('feature_id:name', 'IN', $features)
+      ->execute();
+
+    $caseCategoriesGroup = array_reduce((array) $result, function (array $accumulator, array $element) {
+      $accumulator[$element['category_id']]['items'][] = $element;
+      $accumulator[$element['category_id']]['navigation_id'] = $element['navigation.id'];
+      $accumulator[$element['category_id']]['name'] = $element['option_value.name'];
+
+      return $accumulator;
+    }, []);
+
+    return $caseCategoriesGroup;
+  }
+
 }

From 85ab7a862d3d806fe700a1cc813d9564d6df5c48 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 18:59:36 +0100
Subject: [PATCH 021/199] BTHAB-23: Expose extra options required for
 quotations create page

---
 ang/civicase-features.ang.php                 | 47 ++++++++++++++++---
 .../services/currency-codes.service.js        | 21 +++++++++
 .../services/feature-case-types.service.js    | 14 ++++++
 .../services/sales-order-status.service.js    | 21 +++++++++
 4 files changed, 97 insertions(+), 6 deletions(-)
 create mode 100644 ang/civicase-features/services/currency-codes.service.js
 create mode 100644 ang/civicase-features/services/feature-case-types.service.js
 create mode 100644 ang/civicase-features/services/sales-order-status.service.js

diff --git a/ang/civicase-features.ang.php b/ang/civicase-features.ang.php
index 5b326137b..858904c7d 100644
--- a/ang/civicase-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -8,7 +8,16 @@
  * http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_angularModules.
  */
 
+use Civi\Api4\OptionValue;
+use Civi\Utils\CurrencyUtils;
 use CRM_Civicase_Helper_GlobRecursive as GlobRecursive;
+use CRM_Civicase_Service_CaseTypeCategoryFeatures as CaseTypeCategoryFeatures;
+
+$options = [];
+
+set_currency_codes($options);
+set_case_sales_order_status($options);
+set_case_types_with_quotations_enabled($options);
 
 /**
  * Get a list of JS files.
@@ -28,22 +37,48 @@ function getFeaturesJsFiles() {
   );
 }
 
+/**
+ * Exposes currency codes to Angular.
+ */
+function set_currency_codes(&$options) {
+  $options['currencyCodes'] = CurrencyUtils::getCurrencies();
+}
+
+/**
+ * Exposes Case types that have quotations enabled to Angular.
+ */
+function set_case_types_with_quotations_enabled(&$options) {
+  $caseTypeCategoryFeatures = new CaseTypeCategoryFeatures();
+  $caseTypeCategories = $caseTypeCategoryFeatures->retrieveCaseInstanceWithEnabledFeatures(['quotations']);
+  $options['featureCaseTypes']['quotations'] = array_keys($caseTypeCategories);
+}
+
+/**
+ * Exposes case sales order statuses to Angular.
+ */
+function set_case_sales_order_status(&$options) {
+  $optionValues = OptionValue::get()
+    ->addSelect('id', 'value', 'name', 'label')
+    ->addWhere('option_group_id:name', '=', 'case_sales_order_status')
+    ->execute();
+
+  $options['salesOrderStatus'] = $optionValues->getArrayCopy();
+}
+
 $requires = [
-  'crmUi',
-  'crmCaseType',
-  'ngRoute',
-  'dialogService',
+  'api4',
+  'crmUtil',
+  'civicase',
   'civicase-base',
   'afsearchQuotations',
 ];
 
-$requires = CRM_Workflow_Hook_addDependentAngularModules::invoke($requires);
-
 return [
   'css' => [
     'css/*.css',
   ],
   'js' => getFeaturesJsFiles(),
+  'settings' => $options,
   'requires' => $requires,
   'partials' => [
     'ang/civicase-features',
diff --git a/ang/civicase-features/services/currency-codes.service.js b/ang/civicase-features/services/currency-codes.service.js
new file mode 100644
index 000000000..a2126c8bb
--- /dev/null
+++ b/ang/civicase-features/services/currency-codes.service.js
@@ -0,0 +1,21 @@
+(function (angular, $, _, CRM) {
+  var module = angular.module('civicase-features');
+
+  module.service('CurrencyCodes', CurrencyCodes);
+
+  /**
+   * CurrencyCodes Service
+   */
+  function CurrencyCodes () {
+    this.getAll = function () {
+      return CRM['civicase-features'].currencyCodes;
+    };
+
+    this.getSymbol = function (name) {
+      return CRM['civicase-features']
+        .currencyCodes
+        .filter(currency => currency.name === name)
+        .pop().symbol || '£';
+    };
+  }
+})(angular, CRM.$, CRM._, CRM);
diff --git a/ang/civicase-features/services/feature-case-types.service.js b/ang/civicase-features/services/feature-case-types.service.js
new file mode 100644
index 000000000..d2135b229
--- /dev/null
+++ b/ang/civicase-features/services/feature-case-types.service.js
@@ -0,0 +1,14 @@
+(function (angular, $, _, CRM) {
+  var module = angular.module('civicase-features');
+
+  module.service('FeatureCaseTypes', FeatureCaseTypes);
+
+  /**
+   * FeatureCaseTypes Service
+   */
+  function FeatureCaseTypes () {
+    this.getCaseTypes = function ($feature) {
+      return CRM['civicase-features'].featureCaseTypes[$feature] || [];
+    };
+  }
+})(angular, CRM.$, CRM._, CRM);
diff --git a/ang/civicase-features/services/sales-order-status.service.js b/ang/civicase-features/services/sales-order-status.service.js
new file mode 100644
index 000000000..fa3d2983e
--- /dev/null
+++ b/ang/civicase-features/services/sales-order-status.service.js
@@ -0,0 +1,21 @@
+(function (angular, $, _, CRM) {
+  var module = angular.module('civicase-features');
+
+  module.service('SalesOrderStatus', SalesOrderStatus);
+
+  /**
+   * SalesOrderStatus Service
+   */
+  function SalesOrderStatus () {
+    this.getAll = function () {
+      return CRM['civicase-features'].salesOrderStatus;
+    };
+
+    this.getValueByName = function (name) {
+      return CRM['civicase-features']
+        .salesOrderStatus
+        .filter(status => status.name === name)
+        .pop().value || '';
+    };
+  }
+})(angular, CRM.$, CRM._, CRM);

From b0a53faae36535fcc7abe26c97fd1dbfe54938be Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:01:36 +0100
Subject: [PATCH 022/199] BTHAB-23: Add a new directive to redirect user to
 previous page

---
 .../shared/directives/history-back.directive.js    | 14 ++++++++++++++
 1 file changed, 14 insertions(+)
 create mode 100644 ang/civicase/shared/directives/history-back.directive.js

diff --git a/ang/civicase/shared/directives/history-back.directive.js b/ang/civicase/shared/directives/history-back.directive.js
new file mode 100644
index 000000000..8419633ca
--- /dev/null
+++ b/ang/civicase/shared/directives/history-back.directive.js
@@ -0,0 +1,14 @@
+(function (angular, $window) {
+  var module = angular.module('civicase');
+
+  module.directive('historyBack', function () {
+    return {
+      restrict: 'A',
+      link: function (scope, elem, attrs) {
+        elem.bind('click', function () {
+          $window.history.back();
+        });
+      }
+    };
+  });
+})(angular, window);

From ca69f0bb3064e47316c24970f1e5f8716f11af49 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:02:07 +0100
Subject: [PATCH 023/199] BTHAB-23: Add Util class to manage currency table

---
 Civi/Utils/CurrencyUtils.php | 38 ++++++++++++++++++++++++++++++++++++
 1 file changed, 38 insertions(+)
 create mode 100644 Civi/Utils/CurrencyUtils.php

diff --git a/Civi/Utils/CurrencyUtils.php b/Civi/Utils/CurrencyUtils.php
new file mode 100644
index 000000000..907f1b88f
--- /dev/null
+++ b/Civi/Utils/CurrencyUtils.php
@@ -0,0 +1,38 @@
+<?php
+
+namespace Civi\Utils;
+
+use CRM_Core_DAO;
+
+/**
+ * Utility class to manage CiviCRM currency table.
+ */
+class CurrencyUtils {
+
+  /**
+   * CiviCRM Currencies.
+   *
+   * @var array
+   */
+  private static $currencies;
+
+  /**
+   * Returns a list of currencies supported by CiviCRM.
+   *
+   * @return array
+   *   array reference of all currency names and symbols
+   */
+  public static function getCurrencies() {
+    if (!self::$currencies) {
+      $query = "SELECT name, symbol FROM civicrm_currency";
+      $dao = CRM_Core_DAO::executeQuery($query);
+      self::$currencies = [];
+      while ($dao->fetch()) {
+        self::$currencies[] = ['name' => $dao->name, 'symbol' => $dao->symbol];
+      }
+    }
+
+    return self::$currencies;
+  }
+
+}

From 3a9730c94ad031cdd86ef32d10174315a394bb5f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:04:33 +0100
Subject: [PATCH 024/199] BTHAB-23: Add endpoint to upsert sales order

---
 .../CaseSalesOrder/SalesOrderSaveAction.php   | 74 +++++++++++++++++++
 Civi/Api4/CaseSalesOrder.php                  | 15 ++++
 2 files changed, 89 insertions(+)
 create mode 100644 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php

diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
new file mode 100644
index 000000000..19b3ab949
--- /dev/null
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -0,0 +1,74 @@
+<?php
+
+namespace Civi\Api4\Action\CaseSalesOrder;
+
+use CRM_Core_Transaction;
+use Civi\Api4\Generic\Result;
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\Generic\AbstractSaveAction;
+use Civi\Api4\Generic\Traits\DAOActionTrait;
+use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
+
+/**
+ * {@inheritDoc}
+ */
+class SalesOrderSaveAction extends AbstractSaveAction {
+  use DAOActionTrait;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function _run(Result $result) { // phpcs:ignore
+    foreach ($this->records as &$record) {
+      $record += $this->defaults;
+      $this->formatWriteValues($record);
+      $this->matchExisting($record);
+      if (empty($record['id'])) {
+        $this->fillDefaults($record);
+      }
+    }
+    $this->validateValues();
+
+    $resultArray = $this->writeRecord($this->records);
+
+    $result->exchangeArray($resultArray);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function writeRecord($items) {
+    $transaction = CRM_Core_Transaction::create();
+
+    try {
+      $output = [];
+      foreach ($items as $salesOrder) {
+        $lineItems = $salesOrder['items'];
+        $total = CaseSalesOrderBAO::computeTotal($lineItems);
+        $salesOrder['total_before_tax'] = $total['totalBeforeTax'];
+        $salesOrder['total_after_tax'] = $total['totalAfterTax'];
+        $result = array_pop($this->writeObjects([$salesOrder]));
+
+        $caseSalesOrderLineAPI = CaseSalesOrderLine::save();
+        if (!empty($result) && !empty($lineItems)) {
+          array_walk($lineItems, function (&$lineItem) use ($result, $caseSalesOrderLineAPI) {
+            $lineItem['sales_order_id'] = $result['id'];
+            $caseSalesOrderLineAPI->addRecord($lineItem);
+        });
+
+          $result['items'] = $caseSalesOrderLineAPI->execute()->jsonSerialize();
+        }
+
+        $output[] = $result;
+      }
+
+      return $output;
+    }
+    catch (\Exception $e) {
+      $transaction->rollback();
+
+      throw $e;
+    }
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrder.php b/Civi/Api4/CaseSalesOrder.php
index bebff5e2d..c01ae9944 100644
--- a/Civi/Api4/CaseSalesOrder.php
+++ b/Civi/Api4/CaseSalesOrder.php
@@ -3,6 +3,7 @@
 namespace Civi\Api4;
 
 use Civi\Api4\Generic\DAOEntity;
+use Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction;
 
 /**
  * CaseSalesOrder entity.
@@ -13,4 +14,18 @@
  */
 class CaseSalesOrder extends DAOEntity {
 
+  /**
+   * Creates or Updates a SalesOrder with the line items.
+   *
+   * @param bool $checkPermissions
+   *   Should permission be checked for the user.
+   *
+   * @return Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction
+   *   returns save order action
+   */
+  public static function save($checkPermissions = TRUE) {
+    return (new SalesOrderSaveAction(__CLASS__, __FUNCTION__))
+      ->setCheckPermissions($checkPermissions);
+  }
+
 }

From 13d911b9141c1ca3e52e6dcbfceb7eebe4c28c49 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:05:49 +0100
Subject: [PATCH 025/199] BTHAB-23: Add endpoint to compute sales order total
 amount

---
 CRM/Civicase/BAO/CaseSalesOrder.php           | 59 +++++++++++++++++++
 .../CaseSalesOrder/ComputeTotalAction.php     | 33 +++++++++++
 Civi/Api4/CaseSalesOrder.php                  | 15 +++++
 3 files changed, 107 insertions(+)
 create mode 100644 Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php

diff --git a/CRM/Civicase/BAO/CaseSalesOrder.php b/CRM/Civicase/BAO/CaseSalesOrder.php
index 69614b82a..8da5376c0 100644
--- a/CRM/Civicase/BAO/CaseSalesOrder.php
+++ b/CRM/Civicase/BAO/CaseSalesOrder.php
@@ -28,4 +28,63 @@ public static function create(array $params) {
     return $instance;
   }
 
+  /**
+   * Computes the sales order line item total.
+   *
+   * @param array $items
+   *   Array of sales order line items.
+   *
+   * @return array
+   *   ['totalAfterTax' => <value>, 'totalBeforeTax' => <value>]
+   */
+  public static function computeTotal(array $items) {
+    $totalBeforeTax = round(array_reduce($items, fn ($a, $b) => $a + self::getSubTotal($b), 0), 2);
+    $totalAfterTax = round(array_reduce($items,
+      fn ($a, $b) => $a + (($b['tax_rate'] * self::getSubTotal($b)) / 100),
+      0
+    ) + $totalBeforeTax, 2);
+
+    return [
+      'taxRates' => self::computeTaxRates($items),
+      'totalAfterTax' => $totalAfterTax,
+      'totalBeforeTax' => $totalBeforeTax,
+    ];
+  }
+
+  /**
+   * Computes the sub total of a single line item.
+   *
+   * @param array $item
+   *   Single sales order line item.
+   *
+   * @return int
+   *   The line item subtotal.
+   */
+  public static function getSubTotal(array $item) {
+    return $item['unit_price'] * $item['quantity'] * ((100 - ($item['discounted_percentage'] ?? 0)) / 100) ?? 0;
+  }
+
+  /**
+   * Computes the tax rates of each line item.
+   *
+   * @param array $items
+   *   Single sales order line item.
+   *
+   * @return array
+   *   Returned sorted array of line items tax rates.
+   */
+  public static function computeTaxRates(array $items) {
+    $items = array_filter($items, fn ($a) => $a['tax_rate'] > 0);
+    usort($items, fn ($a, $b) => $a['tax_rate'] <=> $b['tax_rate']);
+
+    return array_map(
+      fn ($a) =>
+      [
+        'rate' => round($a['tax_rate'], 2),
+        'value' => round(($a['tax_rate'] * self::getSubTotal($a)) / 100, 2),
+      ],
+      $items
+    );
+  }
+
 }
diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
new file mode 100644
index 000000000..a0397c24c
--- /dev/null
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
@@ -0,0 +1,33 @@
+<?php
+
+namespace Civi\Api4\Action\CaseSalesOrder;
+
+use Civi\Api4\Generic\Result;
+use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Traits\DAOActionTrait;
+use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
+
+/**
+ * Computes the total of a sales order
+ */
+class ComputeTotalAction extends AbstractAction {
+  use DAOActionTrait;
+
+  /**
+   * Sales order line items
+   *
+   * @var array
+   * @required
+   */
+  protected $lineItems;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function _run(Result $result) { // phpcs:ignore
+   if (is_array($this->lineItems)) {
+    $result[] = CaseSalesOrderBAO::computeTotal($this->lineItems);
+   }
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrder.php b/Civi/Api4/CaseSalesOrder.php
index c01ae9944..2ba0cc624 100644
--- a/Civi/Api4/CaseSalesOrder.php
+++ b/Civi/Api4/CaseSalesOrder.php
@@ -3,6 +3,7 @@
 namespace Civi\Api4;
 
 use Civi\Api4\Generic\DAOEntity;
+use Civi\Api4\Action\CaseSalesOrder\ComputeTotalAction;
 use Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction;
 
 /**
@@ -28,4 +29,18 @@ public static function save($checkPermissions = TRUE) {
       ->setCheckPermissions($checkPermissions);
   }
 
+  /**
+   * Compute the sum of the line items value.
+   *
+   * @param bool $checkPermissions
+   *   Should permission be checked for the user.
+   *
+   * @return Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction
+   *   returns save order action
+   */
+  public static function computeTotal($checkPermissions = FALSE) {
+    return (new ComputeTotalAction(__CLASS__, __FUNCTION__))
+      ->setCheckPermissions($checkPermissions);
+  }
+
 }

From d0074ede71a670c14f86a04a4ed5a4d5cfbb42d6 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:06:23 +0100
Subject: [PATCH 026/199] BTHAB-23: Return case_type_category from case
 getdetails API action

---
 api/v3/Case/Getdetails.php | 11 +++++++++++
 1 file changed, 11 insertions(+)

diff --git a/api/v3/Case/Getdetails.php b/api/v3/Case/Getdetails.php
index 6bcd2739e..9fc88c8a2 100644
--- a/api/v3/Case/Getdetails.php
+++ b/api/v3/Case/Getdetails.php
@@ -6,6 +6,7 @@
  */
 
 require_once 'api/v3/Case.php';
+require_once 'api/v3/CaseType.php';
 use CRM_Civicase_APIHelpers_CaseDetails as CaseDetailsQuery;
 
 /**
@@ -217,6 +218,16 @@ function civicrm_api3_case_getdetails(array $params) {
         $case['related_case_ids'] = CRM_Case_BAO_Case::getRelatedCaseIds($case['id']);
       }
     }
+
+    // Get case type category.
+    if (in_array('case_type_category', $toReturn)) {
+      foreach ($result['values'] as $id => &$case) {
+        $caseType = civicrm_api3_case_type_get(['id' => $case['case_type_id']]);
+        if (!empty($caseType['values']) && is_array($caseType['values'])) {
+          $case['case_type_category'] = $caseType['values'][$case['case_type_id']]['case_type_category'];
+        }
+      }
+    }
     if (!empty($params['sequential'])) {
       $result['values'] = array_values($result['values']);
     }

From 6008a3d08496b22c232e5deac062dedf1cf6ba24 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Feb 2023 19:07:12 +0100
Subject: [PATCH 027/199] BTHAB-23: Add controller and page to create new sales
 order

---
 ang/civicase-features/app.routes.js           |   8 +
 .../quotations-create.directive.html          | 247 +++++++++++++++
 .../directives/quotations-create.directive.js | 287 ++++++++++++++++++
 .../directives/quotations-list.directive.html |   2 +-
 .../directives/quotations-list.directive.js   |  10 +-
 5 files changed, 552 insertions(+), 2 deletions(-)
 create mode 100644 ang/civicase-features/quotations/directives/quotations-create.directive.html
 create mode 100644 ang/civicase-features/quotations/directives/quotations-create.directive.js

diff --git a/ang/civicase-features/app.routes.js b/ang/civicase-features/app.routes.js
index e37ae2d05..5612883fc 100644
--- a/ang/civicase-features/app.routes.js
+++ b/ang/civicase-features/app.routes.js
@@ -10,5 +10,13 @@
         `;
       }
     });
+    $routeProvider.when('/new', {
+      template: function () {
+        var urlParams = UrlParametersProvider.parse(window.location.search);
+        return `
+          <quotations-create case-type-category=${urlParams.case_type_category}"> </quotations-create>
+        `;
+      }
+    });
   });
 })(angular, CRM.$, CRM._);
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
new file mode 100644
index 000000000..91d0566a9
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -0,0 +1,247 @@
+<div id="bootstrap-theme" class="civicase__container">
+  <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
+
+  <div class="panel panel-default">
+    <div class="panel-body">
+      <form name="quotationsForm" class="form-horizontal">
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            Client
+          </label>
+          <div class="col-sm-5">
+            <input class="form-control"
+              ng-model="salesOrder.client_id"
+              placeholder="Client"
+              name="client"
+              crm-entityref="{
+                entity: 'Contact',
+                select: { multiple: true, allowClear: true }
+              }"
+              required
+              ng-minlength="1"
+            />
+            <span class="crm-inline-error" ng-show="quotationsForm.client.$dirty && quotationsForm.client.$invalid && quotationsForm.client.$error.required">Client is required</span>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            Date
+          </label>
+          <div class="col-sm-5 civicase__ui-range">
+              <input
+                class="form-control" crm-ui-datepicker="{time: false}" id="sales_order_date"
+                ng-model="salesOrder.quotation_date" placeholder="Date" name="date" required/>
+                <span class="crm-inline-error" ng-show="quotationsForm.date.$dirty && quotationsForm.date.$invalid">Date is required</span>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            Description
+          </label>
+          <div class="col-sm-5">
+            <textarea name="description" ng-model="salesOrder.description" class="crm-form-wysiwyg" id="sales-order-description" required></textarea>
+            <span class="crm-inline-error" ng-show="quotationsForm.description.$dirty && quotationsForm.description.$invalid && quotationsForm.description.$error.required">Description is required</span>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label">
+            Case/Opportunity
+          </label>
+          <div class="col-sm-5">
+            <input class="form-control"
+              ng-model="salesOrder.case_id"
+              placeholder="Case"
+              name="case"
+              crm-entityref="{
+                entity: 'Case',
+                select: { multiple: false, allowClear: true },
+                api: caseApiParam(),
+              }"
+            />
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            {{ts('Owner')}}
+          </label>
+          <div class="col-sm-5">
+            <input class="form-control"
+              ng-model="salesOrder.owner"
+              name="owner"
+              placeholder="Owner"
+              crm-entityref="{
+                create: true,
+                entity: 'Contact',
+                select: { multiple: true, allowClear: true }
+              }"
+              required
+              ng-minlength="1"
+            />
+            <span class="crm-inline-error" ng-show="quotationsForm.owner.$dirty && quotationsForm.owner.$invalid && quotationsForm.owner.$error.required">Owner is required</span>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            {{ts('Status')}}
+          </label>
+          <div class="col-sm-5">
+            <select class="form-control"
+              ng-model="salesOrder.status_id"
+              name="status"
+              required
+            >
+              <option value="">{{ ts('Status') }}</option>
+              <option ng-repeat="stauts in salesOrderStatus track by $index" value="{{ salesOrderStatus[$index].value }}">{{ salesOrderStatus[$index].label }}</option>
+            </select>
+            <span class="crm-inline-error" ng-show="quotationsForm.status.$dirty && quotationsForm.status.$invalid && quotationsForm.status.$error.required">Status is required</span>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            {{ts('Currency')}}
+          </label>
+          <div class="col-sm-5">
+            <select class="form-control"
+              ng-model="salesOrder.currency"
+              ng-change="handleCurrencyChange()"
+              placeholder="Currency"
+              name="currency"
+              required
+            >
+            <option value="">{{ ts('Currency') }}</option>
+            <option ng-repeat="currency in currencyCodes track by $index" value="{{ currencyCodes[$index].name }}">{{ currencyCodes[$index].name }}</option>
+            </select>
+            <span class="crm-inline-error" ng-show="quotationsForm.currency.$dirty && quotationsForm.currency.$invalid && quotationsForm.currency.$error.required">Currency is required</span>
+          </div>
+        </div>
+
+        <div class="form-group">
+          <label class="col-sm-2 control-label required-mark">
+            {{ts('Item')}}
+          </label>
+          <div class="col-sm-9">
+           <table class="table table-bordered">
+            <tr>
+              <th>Product</th>
+              <th class="required-mark">Item Description </th>
+              <th class="required-mark">Financial Type</th>
+              <th class="required-mark">Unit Price</th>
+              <th class="required-mark">Quantity</th>
+              <th>Discount %</th>
+              <th>Tax %</th>
+              <th>Subtotal</th>
+              <th></th>
+            </tr>
+            <tr ng-repeat="item in salesOrder.items track by $index">
+              <td>
+                <input class="form-control"
+                  ng-model="salesOrder.items[$index].product_id"
+                  ng-change="handleProductChange($index)"
+                  placeholder="Product"
+                  crm-entityref="{
+                    entity: 'Product',
+                    create: true,
+                    select: { allowClear: true, 'minimumInputLength': 0, create: true }
+                  }"
+                  ng-minlength="1"
+                />
+              </td>
+              <td>
+                <input type="text" name="item_description_{{$index}}" ng-model="salesOrder.items[$index].item_description" class="form-control" required />
+                <br />
+                <span class="crm-inline-error" ng-show="quotationsForm.item_description_{{$index}}.$dirty && quotationsForm.item_description_{{$index}}.$invalid && quotationsForm.item_description_{{$index}}.$error.required">Description is required</span>
+              </td>
+              <td>
+                <input class="form-control"
+                  ng-model="salesOrder.items[$index].financial_type_id"
+                  ng-change="handleFinancialTypeChange($index)"
+                  name="financial_type_{{$index}}"
+                  placeholder="Financial Type"
+                  crm-entityref="{
+                    entity: 'Financial Type',
+                    select: { allowClear: true, 'minimumInputLength': 0 }
+                  }"
+                  required
+                  ng-minlength="1"
+                />
+                <br />
+                <span class="crm-inline-error" ng-show="quotationsForm.financial_type_{{$index}}.$dirty && quotationsForm.financial_type_{{$index}}.$invalid && quotationsForm.financial_type_{{$index}}.$error.required">Financial Type is required</span>
+              </td>
+              <td>
+                <div class="input-group" style="width: 8em;">
+                  <span class="input-group-addon">{{ currencySymbol }}</span>
+                  <input type="number" name="unit_price_{{$index}}" required placeholder="Unit Price" ng-model="salesOrder.items[$index].unit_price" ng-change="calculateSubtotal($index)" class="form-control" />
+                </div>
+                <br />
+                <span class="crm-inline-error" ng-show="quotationsForm.unit_price_{{$index}}.$dirty && quotationsForm.unit_price_{{$index}}.$invalid && quotationsForm.unit_price_{{$index}}.$error.required">Unit price is required</span>
+              </td>
+              <td>
+                <div class="input-group" style="width: 8em;">
+                  <input type="number" name="quantity_{{$index}}" required placeholder="Quantity" ng-model="salesOrder.items[$index].quantity" class="form-control" ng-change="calculateSubtotal($index)" />
+                </div>
+                <br />
+                <span class="crm-inline-error" ng-show="quotationsForm.quantity_{{$index}}.$dirty && quotationsForm.quantity_{{$index}}.$invalid && quotationsForm.quantity_{{$index}}.$error.required">Quantity is required</span>
+              </td>
+              <td>
+                <div class="input-group" style="width: 8em;">
+                  <input type="number" min="0" max="100" name="discounted_percentage" placeholder="Discount" ng-model="salesOrder.items[$index].discounted_percentage" class="form-control" ng-change="calculateSubtotal($index)" />
+                </div>
+              </td>
+              <td>
+                {{ roundTo(salesOrder.items[$index].tax_rate, 2) }}
+              </td>
+              <td>{{ roundTo(salesOrder.items[$index].subtotal_amount, 2) }}</td>
+              <td><a ng-if="salesOrder.items.length > 1" href ng-click="removeSalesOrderItem($index)" ><i class="fa fa-trash"></i></a></td>
+            </tr>
+           </table>
+          </div>
+        </div>
+        <div class="form-group">
+          <label class="col-sm-2"></label>
+          <div class="col-sm-3">
+            <button class="btn btn-secondary" ng-click="newSalesOrderItem()" type="button"><span><i class="fa fa-plus"></i></span>{{ ts(' Add New') }}</button>
+          </div>
+        </div>
+
+        <div class="form-group">
+          <label class="col-sm-2"></label>
+          <div class="col-sm-3">
+            <table class="table">
+              <tr><th>Total</th><td>{{ currencySymbol }} {{ salesOrder.total }}</td></tr>
+                <tr ng-repeat="i in taxRates">
+                  <th>Tax @ {{ i.rate }}%</th>
+                  <td>{{ currencySymbol }} {{ i.value }}</td>
+                </tr>
+              <tr><th>Grand Total</th><td>{{ currencySymbol }} {{salesOrder.grandTotal}}</td></tr>
+            </table>
+          </div>
+        </div>
+
+        <div class="form-group">
+          <label class="col-sm-2 control-label">
+            {{ts('Notes')}}
+          </label>
+          <div class="col-sm-5">
+            <textarea name="notes" rows="5" cols="20" style="width: 100%;" ng-model="salesOrder.notes"></textarea>
+          </div>
+        </div>
+
+
+        <div class="form-group">
+          <div class="col-sm-12">
+            <div class="clearfix">
+              <div class="pull-left">
+                <button type="button" class="btn btn-primary-outline cancel" history-back>
+                  <span class="btn-icon"></span> {{ts('Cancel')}}</button>
+                  </div>
+                <div class="pull-right">
+                <button type="submit" class="btn btn-primary" ng-disabled="submitInProgress" ng-click="saveQuotation()">
+                  <span class="btn-icon"></span> {{ts('Save')}}</button>
+              </div>
+            </div>
+          </div>
+        </div>
+      </form>
+    </div>
+  </div>
+</div>
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
new file mode 100644
index 000000000..f73ae665c
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -0,0 +1,287 @@
+(function (angular, $, _) {
+  var module = angular.module('civicase-features');
+
+  module.directive('quotationsCreate', function () {
+    return {
+      restrict: 'E',
+      controller: 'quotationsCreateController',
+      templateUrl: '~/civicase-features/quotations/directives/quotations-create.directive.html',
+      scope: {}
+    };
+  });
+
+  module.controller('quotationsCreateController', quotationsCreateController);
+
+  /**
+   * @param {object} $scope the controller scope
+   * @param {object} $window window object of the browser
+   * @param {object} CurrencyCodes CurrencyCodes service
+   * @param {Function} civicaseCrmApi crm api service
+   * @param {object} Contact contact service
+   * @param {object} crmApi4 api V4 service
+   * @param {object} FeatureCaseTypes FeatureCaseTypes service
+   * @param {object} SalesOrderStatus SalesOrderStatus service
+   */
+  function quotationsCreateController ($scope, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus) {
+    const defaultCurrency = 'GBP';
+    const productsCache = new Map();
+    const financialTypesCache = new Map();
+
+    $scope.formValid = true;
+    $scope.roundTo = roundTo;
+    $scope.submitInProgress = false;
+    $scope.caseApiParam = caseApiParam;
+    $scope.saveQuotation = saveQuotation;
+    $scope.calculateSubtotal = calculateSubtotal;
+    $scope.currencyCodes = CurrencyCodes.getAll();
+    $scope.handleProductChange = handleProductChange;
+    $scope.handleCurrencyChange = handleCurrencyChange;
+    $scope.salesOrderStatus = SalesOrderStatus.getAll();
+    $scope.handleFinancialTypeChange = handleFinancialTypeChange;
+    $scope.currencySymbol = CurrencyCodes.getSymbol(defaultCurrency);
+
+    (function init () {
+      initializeSalesOrder();
+      $scope.newSalesOrderItem = newSalesOrderItem;
+      CRM.wysiwyg.create('#sales-order-description');
+      $scope.removeSalesOrderItem = removeSalesOrderItem;
+
+      $scope.$on('totalChange', _.debounce(handleTotalChange, 250));
+    }());
+
+    /**
+     * Initializess the sales order object
+     */
+    function initializeSalesOrder () {
+      $scope.salesOrder = {
+        currency: defaultCurrency,
+        status_id: SalesOrderStatus.getValueByName('new'),
+        owner_id: Contact.getCurrentContactID(),
+        quotation_date: $.datepicker.formatDate('yy-mm-dd', new Date()),
+        items: [{
+          product_id: null,
+          item_description: null,
+          financial_type_id: null,
+          unit_price: null,
+          quantity: null,
+          discounted_percentage: null,
+          tax_rate: 0,
+          subtotal_amount: 0
+        }],
+        total: 0,
+        grandTotal: 0
+      };
+      $scope.total = 0;
+      $scope.taxRates = [];
+    }
+
+    /**
+     * Removes a sales order line item
+     *
+     * @param {number} index element index to be removed
+     */
+    function removeSalesOrderItem (index) {
+      $scope.salesOrder.items.splice(index, 1);
+    }
+
+    /**
+     * Initializes empty sales order line item
+     */
+    function newSalesOrderItem () {
+      $scope.salesOrder.items.push({
+        product: null,
+        description: null,
+        financial_type_id: null,
+        unit_price: null,
+        quantity: null,
+        discounted_percentage: null,
+        tax_rate: 0,
+        subtotal_amount: 0
+      });
+    }
+
+    /**
+     * Persists quotaiton and redirects on success
+     */
+    function saveQuotation () {
+      if (!validateForm()) {
+        return;
+      }
+
+      $scope.submitInProgress = true;
+      crmApi4('CaseSalesOrder', 'save', { records: [$scope.salesOrder] })
+        .then(function (results) {
+          $scope.submitInProgress = false;
+          showSucessNotification();
+          redirectToAppropraitePage();
+        }, function (failure) {
+          $scope.submitInProgress = false;
+          CRM.alert('Unable to generate quotations', ts('Error'), 'error');
+        });
+    }
+
+    /**
+     * Validates form before saving
+     *
+     * @returns {boolean} true if form is valid, otherwise false
+     */
+    function validateForm () {
+      angular.forEach($scope.quotationsForm.$$controls, function (control) {
+        control.$setDirty();
+        control.$validate();
+      });
+
+      return $scope.quotationsForm.$valid;
+    }
+
+    /**
+     * Updates description and unit price if user selects a product
+     *
+     * @param {*} index index of the sales order line item
+     */
+    function handleProductChange (index) {
+      if (!$scope.salesOrder.items[index].product_id) {
+        return;
+      }
+      const updateProductDependentFields = (productId) => {
+        $scope.salesOrder.items[index].item_description = productsCache.get(productId).description;
+        $scope.salesOrder.items[index].unit_price = parseFloat(productsCache.get(productId).price);
+        calculateSubtotal(index);
+      };
+
+      const productId = $scope.salesOrder.items[index].product_id;
+      if (productsCache.has(productId)) {
+        updateProductDependentFields(productId);
+        return;
+      }
+
+      civicaseCrmApi('Product', 'get', { id: productId })
+        .then(function (result) {
+          if (result.count > 0) {
+            productsCache.set(productId, result.values[productId]);
+            updateProductDependentFields(productId);
+          }
+        });
+    }
+
+    /**
+     * Update currency symbol if currecny field is upddated
+     */
+    function handleCurrencyChange () {
+      $scope.currencySymbol = CurrencyCodes.getSymbol($scope.salesOrder.currency);
+    }
+
+    /**
+     * Update tax filed and regenrate line item tax rates for line itme financial types
+     *
+     * @param {number} index index of the sales order line item
+     */
+    function handleFinancialTypeChange (index) {
+      $scope.salesOrder.items[index].tax_rate = 0;
+      $scope.$emit('totalChange');
+
+      const updateFinancialTypeDependentFields = (financialTypeId) => {
+        $scope.salesOrder.items[index].tax_rate = financialTypesCache.get(financialTypeId).tax_rate;
+        $scope.$emit('totalChange');
+      };
+
+      const financialTypeId = $scope.salesOrder.items[index].financial_type_id;
+      if (financialTypeId && financialTypesCache.has(financialTypeId)) {
+        updateFinancialTypeDependentFields(financialTypeId);
+        return;
+      }
+
+      if (financialTypeId) {
+        civicaseCrmApi('EntityFinancialAccount', 'get', {
+          account_relationship: 'Sales Tax Account is',
+          entity_table: 'civicrm_financial_type',
+          entity_id: financialTypeId,
+          'api.FinancialAccount.get': { id: '$value.financial_account_id' }
+        })
+          .then(function (result) {
+            if (result.count > 0) {
+              financialTypesCache.set(financialTypeId, Object.values(result.values)[0]['api.FinancialAccount.get'].values[0]);
+              updateFinancialTypeDependentFields(financialTypeId);
+            }
+          });
+      }
+    }
+
+    /**
+     * Sums sales order line item without tax, and computes tax rates separately
+     *
+     * @param {number} index index of the sales order line item
+     */
+    function calculateSubtotal (index) {
+      const item = $scope.salesOrder.items[index];
+      if (!item) {
+        return;
+      }
+
+      item.subtotal_amount = item.unit_price * item.quantity * ((100 - item.discounted_percentage) / 100) || 0;
+      $scope.$emit('totalChange');
+    }
+
+    /**
+     * Rounds floating ponumber n to specified number of places
+     *
+     * @param {*} n number to round
+     * @param {*} place decimal places to round to
+     * @returns {number} the rounded off number
+     */
+    function roundTo (n, place) {
+      return +(Math.round(n + 'e+' + place) + 'e-' + place);
+    }
+
+    /**
+     * Show Quotation success create notification
+     */
+    function showSucessNotification () {
+      CRM.alert('Your Quotation has been generated successfully.', ts('Saved'), 'success');
+    }
+
+    /**
+     * Handles page rediection after successfully creating quotation.
+     *
+     * redirects to main quotation list page if no case is selected
+     * else redirects to the case view of the selected case.
+     */
+    function redirectToAppropraitePage () {
+      if (!$scope.salesOrder.case_id) {
+        $window.location.href = 'a#/quotations';
+      }
+
+      const params = { id: $scope.salesOrder.case_id, return: ['case_type_category', 'case_type_id'] };
+      civicaseCrmApi('Case', 'getdetails', params)
+        .then(function (result) {
+          const categoryId = result.values[$scope.salesOrder.case_id].case_type_category;
+          $window.location.href = `../case/a/case_type_category=${categoryId}` +
+          `#/case/list?caseId=${$scope.salesOrder.case_id}&` +
+          `cf=%7B"case_type_category":"${categoryId}"%7D`;
+        });
+    }
+
+    /**
+     * @returns {object} api parameters for Case.getlist
+     */
+    function caseApiParam () {
+      const caseTypeCategoryId = FeatureCaseTypes.getCaseTypes('quotations');
+      return { params: { 'case_id.case_type_id.case_type_category': { IN: caseTypeCategoryId } } };
+    }
+
+    /**
+     * Computes total and tax rates from API
+     */
+    function handleTotalChange () {
+      crmApi4('CaseSalesOrder', 'computeTotal', {
+        lineItems: $scope.salesOrder.items
+      }).then(function (results) {
+        $scope.taxRates = results[0].taxRates;
+        $scope.salesOrder.total = results[0].totalBeforeTax;
+        $scope.salesOrder.grandTotal = results[0].totalAfterTax;
+      }, function (failure) {
+        // handle failure
+      });
+    }
+  }
+})(angular, CRM.$, CRM._);
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index d7d2e2028..5eb5ff503 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -2,7 +2,7 @@
   <h1 crm-page-title>{{ ts('Manage Quotations') }}</h1>
 
     <a
-      ng-click="redirectToWorkflowCreationScreen()"
+      ng-click="redirectToQuotationCreationScreen()"
       class="btn btn-primary civicase-workflow-list__new-button">
       <i class="material-icons">add_circle</i>
     {{:: ts('Create Quotation') }}
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index 389b2e213..c2622de1e 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -14,8 +14,16 @@
 
   /**
    * @param {object} $scope the controller scope
+   * @param {object} $window window object of the browser
    */
-  function quotationsListController ($scope) {
+  function quotationsListController ($scope, $window) {
+    $scope.redirectToQuotationCreationScreen = redirectToQuotationCreationScreen;
 
+    /**
+     * Redirect user to new quotation screen
+     */
+    function redirectToQuotationCreationScreen () {
+      $window.location.href = '/civicrm/case-features/a#/new';
+    }
   }
 })(angular, CRM._);

From 49acca0577ef6454540059f1021bde3af580ebef Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 28 Feb 2023 07:24:15 +0100
Subject: [PATCH 028/199] BTHAB-23: Apply PHPCS linter fix

---
 Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php | 10 +++++-----
 .../Action/CaseSalesOrder/SalesOrderSaveAction.php     |  2 +-
 2 files changed, 6 insertions(+), 6 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
index a0397c24c..7fea54f59 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
@@ -8,13 +8,13 @@
 use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
 
 /**
- * Computes the total of a sales order
+ * Computes the total of a sales order.
  */
 class ComputeTotalAction extends AbstractAction {
   use DAOActionTrait;
 
   /**
-   * Sales order line items
+   * Sales order line items.
    *
    * @var array
    * @required
@@ -25,9 +25,9 @@ class ComputeTotalAction extends AbstractAction {
    * {@inheritDoc}
    */
   public function _run(Result $result) { // phpcs:ignore
-   if (is_array($this->lineItems)) {
-    $result[] = CaseSalesOrderBAO::computeTotal($this->lineItems);
-   }
+    if (is_array($this->lineItems)) {
+      $result[] = CaseSalesOrderBAO::computeTotal($this->lineItems);
+    }
   }
 
 }
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 19b3ab949..373617bbc 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -54,7 +54,7 @@ protected function writeRecord($items) {
           array_walk($lineItems, function (&$lineItem) use ($result, $caseSalesOrderLineAPI) {
             $lineItem['sales_order_id'] = $result['id'];
             $caseSalesOrderLineAPI->addRecord($lineItem);
-        });
+          });
 
           $result['items'] = $caseSalesOrderLineAPI->execute()->jsonSerialize();
         }

From a88d97481366cfef05692df9b28467f5618703ca Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 1 Mar 2023 17:26:42 +0100
Subject: [PATCH 029/199] BTHAB-78: Add test to custom sales order API actions

---
 CRM/Civicase/Test/Fabricator/Product.php      | 38 ++++++++
 .../CaseSalesOrder/SalesOrderSaveAction.php   |  3 +-
 .../CaseSalesOrder/ComputeTotalActionTest.php | 94 ++++++++++++++++++
 .../SalesOrderSaveActionTest.php              | 97 +++++++++++++++++++
 tests/phpunit/Helpers/CaseSalesOrderTrait.php | 87 +++++++++++++++++
 5 files changed, 318 insertions(+), 1 deletion(-)
 create mode 100644 CRM/Civicase/Test/Fabricator/Product.php
 create mode 100644 tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
 create mode 100644 tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
 create mode 100644 tests/phpunit/Helpers/CaseSalesOrderTrait.php

diff --git a/CRM/Civicase/Test/Fabricator/Product.php b/CRM/Civicase/Test/Fabricator/Product.php
new file mode 100644
index 000000000..7ced2b477
--- /dev/null
+++ b/CRM/Civicase/Test/Fabricator/Product.php
@@ -0,0 +1,38 @@
+<?php
+
+/**
+ * Fabricates cases.
+ */
+class CRM_Civicase_Test_Fabricator_Product {
+
+  /**
+   * Default Parameters.
+   *
+   * @var array
+   */
+  private static $defaultParams = [
+    'name' => 'test',
+    'description' => 'test',
+    'sku' => 'test',
+    'price' => 20,
+  ];
+
+  /**
+   * Fabricate Case.
+   *
+   * @param array $params
+   *   Parameters.
+   *
+   * @return mixed
+   *   Api result.
+   */
+  public static function fabricate(array $params = []) {
+    $params = array_merge(self::$defaultParams, $params);
+    $result = civicrm_api4('Product', 'create', [
+      'values' => $params,
+    ])->jsonSerialize();
+
+    return array_shift($result);
+  }
+
+}
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 373617bbc..c792172de 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -47,7 +47,8 @@ protected function writeRecord($items) {
         $total = CaseSalesOrderBAO::computeTotal($lineItems);
         $salesOrder['total_before_tax'] = $total['totalBeforeTax'];
         $salesOrder['total_after_tax'] = $total['totalAfterTax'];
-        $result = array_pop($this->writeObjects([$salesOrder]));
+        $salesOrders = $this->writeObjects([$salesOrder]);
+        $result = array_pop($salesOrders);
 
         $caseSalesOrderLineAPI = CaseSalesOrderLine::save();
         if (!empty($result) && !empty($lineItems)) {
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
new file mode 100644
index 000000000..78eb11d33
--- /dev/null
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
@@ -0,0 +1,94 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+
+/**
+ * CaseSalesOrder.ComputeTotalAction API Test Case.
+ *
+ * @group headless
+ */
+class Civi_Api4_CaseSalesOrder_ComputeTotalActionTest extends BaseHeadlessTest {
+
+  use Helpers_CaseSalesOrderTrait;
+  use CRM_Civicase_Helpers_SessionTrait;
+
+  /**
+   * Setup data before tests run.
+   */
+  public function setUp() {
+    $contact = ContactFabricator::fabricate();
+    $this->registerCurrentLoggedInContactInSession($contact['id']);
+  }
+
+  /**
+   * Test case sales order compute action returns expected fields.
+   */
+  public function testComputeTotalActionReturnsExpectedFields() {
+    $items = [];
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 10, 'unit_price' => 10, 'tax_rate' => 10]
+    );
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 5, 'unit_price' => 10]
+    );
+
+    $computedTotal = CaseSalesOrder::computeTotal()
+      ->setLineItems($items)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertArrayHasKey('taxRates', $computedTotal);
+    $this->assertArrayHasKey('totalBeforeTax', $computedTotal);
+    $this->assertArrayHasKey('totalAfterTax', $computedTotal);
+  }
+
+  /**
+   * Test case sales order total is calculated appropraitely.
+   */
+  public function testComputeTotalActionReturnsExpectedTotal() {
+    $items = [];
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 10, 'unit_price' => 10, 'tax_rate' => 10]
+    );
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 5, 'unit_price' => 10]
+    );
+
+    $computedTotal = CaseSalesOrder::computeTotal()
+      ->setLineItems($items)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertEquals($computedTotal['totalBeforeTax'], 150);
+    $this->assertEquals($computedTotal['totalAfterTax'], 160);
+  }
+
+  /**
+   * Test case sales order tax rates is computed as epxected.
+   */
+  public function testComputeTotalActionReturnsExpectedTaxRates() {
+    $items = [];
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 10, 'unit_price' => 10, 'tax_rate' => 10]
+    );
+    $items[] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 5, 'unit_price' => 10, 'tax_rate' => 2]
+    );
+
+    $computedTotal = CaseSalesOrder::computeTotal()
+      ->setLineItems($items)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertNotEmpty($computedTotal['taxRates']);
+    $this->assertCount(2, $computedTotal['taxRates']);
+
+    // Ensure the tax rates are sorted in ascending order of rate.
+    $this->assertEquals($computedTotal['taxRates'][0]['rate'], 2);
+    $this->assertEquals($computedTotal['taxRates'][0]['value'], 1);
+    $this->assertEquals($computedTotal['taxRates'][1]['rate'], 10);
+    $this->assertEquals($computedTotal['taxRates'][1]['value'], 10);
+  }
+
+}
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
new file mode 100644
index 000000000..6cb322369
--- /dev/null
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
@@ -0,0 +1,97 @@
+<?php
+
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\CaseSalesOrder;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+
+/**
+ * CaseSalesOrder.SalesOrderSaveAction API Test Case.
+ *
+ * @group headless
+ */
+class Civi_Api4_CaseSalesOrder_SalesOrderSaveActionTest extends BaseHeadlessTest {
+
+  use Helpers_CaseSalesOrderTrait;
+  use CRM_Civicase_Helpers_SessionTrait;
+
+  /**
+   * Setup data before tests run.
+   */
+  public function setUp() {
+    $contact = ContactFabricator::fabricate();
+    $this->registerCurrentLoggedInContactInSession($contact['id']);
+  }
+
+  /**
+   * Test case sales order and line item can be saved with the save action.
+   */
+  public function testCanSaveCaseSalesOrder() {
+    $salesOrder = $this->getCaseSalesOrderData();
+
+    $salesOrderId = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $results = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->jsonSerialize();
+
+    $this->assertNotEmpty($results);
+    foreach (['client_id', 'owner_id', 'notes', 'total_before_tax'] as $key) {
+      $this->assertEquals($salesOrder[$key], $results[0][$key]);
+    }
+  }
+
+  /**
+   * Test case sales order and line item can be saved with the save action.
+   */
+  public function testCanSaveCaseSalesOrderAndLineItems() {
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData();
+
+    $salesOrderId = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $results = CaseSalesOrderLine::get()
+      ->addWhere('sales_order_id', '=', $salesOrderId)
+      ->execute()
+      ->jsonSerialize();
+
+    $this->assertCount(2, $results);
+    foreach ($results as $result) {
+      $this->assertEquals($result['sales_order_id'], $salesOrderId);
+    }
+  }
+
+  /**
+   * Test case sales order total is calculated appropraitely.
+   */
+  public function testSaveCaseSalesOrderTotalIsCorrect() {
+    $salesOrderData = $this->getCaseSalesOrderData();
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 10, 'unit_price' => 10, 'tax_rate' => 10]
+    );
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData(
+      ['quantity' => 5, 'unit_price' => 10]
+    );
+
+    $salesOrderId = CaseSalesOrder::save()
+      ->addRecord($salesOrderData)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $salesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertEquals($salesOrder['total_before_tax'], 150);
+    $this->assertEquals($salesOrder['total_after_tax'], 160);
+  }
+
+}
diff --git a/tests/phpunit/Helpers/CaseSalesOrderTrait.php b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
new file mode 100644
index 000000000..f80919f67
--- /dev/null
+++ b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
@@ -0,0 +1,87 @@
+<?php
+
+use Civi\Api4\OptionValue;
+use CRM_Civicase_Test_Fabricator_Case as CaseFabricator;
+use CRM_Civicase_Test_Fabricator_Product as ProductFabricator;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+use CRM_Civicase_Test_Fabricator_CaseType as CaseTypeFabricator;
+
+/**
+ * Case sales order helper trait.
+ */
+trait Helpers_CaseSalesOrderTrait {
+
+  /**
+   * Returns list of available statuses.
+   *
+   * @return array
+   *   Array of sales order statuses
+   */
+  public function getCaseSalesOrderStatus() {
+    $salesOrderStatus = OptionValue::get()
+      ->addSelect('id', 'value', 'name', 'label')
+      ->addWhere('option_group_id:name', '=', 'case_sales_order_status')
+      ->execute();
+
+    return $salesOrderStatus;
+  }
+
+  /**
+   * Returns fabricated case sales order data.
+   *
+   * @param array $default
+   *   Default value.
+   *
+   * @return array
+   *   Key-Value pair of a case sales order fields and values
+   */
+  public function getCaseSalesOrderData(array $default = []) {
+    $client = ContactFabricator::fabricate();
+    $caseType = CaseTypeFabricator::fabricate();
+    $case = CaseFabricator::fabricate(
+      [
+        'case_type_id' => $caseType['id'],
+        'contact_id' => $client['id'],
+        'creator_id' => $client['id'],
+      ]
+    );
+
+    return array_merge([
+      'client_id' => $client['id'],
+      'owner_id' => $client['id'],
+      'case_id' => $case['id'],
+      'currency' => 'GBP',
+      'status_id' => $this->getCaseSalesOrderStatus()[0]['value'],
+      'description' => 'test',
+      'notes' => 'test',
+      'total_before_tax' => 0,
+      'total_after_tax' => 0,
+      'quotation_date' => '2022-08-09',
+      'items' => [],
+    ], $default);
+  }
+
+  /**
+   * Returns fabricated case sales order line data.
+   *
+   * @param array $default
+   *   Default value.
+   *
+   * @return array
+   *   Key-Value pair of a case sales order line item fields and values
+   */
+  public function getCaseSalesOrderLineData(array $default = []) {
+    $product = ProductFabricator::fabricate();
+    return array_merge([
+      'financial_type_id' => 1,
+      'product_id' => $product['id'],
+      'item_description' => 'test',
+      'quantity' => 1,
+      'unit_price' => 50,
+      'tax_rate' => NULL,
+      'discounted_percentage' => NULL,
+      'subtotal_amount' => 50,
+    ], $default);
+  }
+
+}

From 91b3e5c4c727fec487b098b2c56508e26391879c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Mar 2023 10:38:34 +0100
Subject: [PATCH 030/199] BTHAB-78: ComputeTotalAction should support empty
 line items

---
 .../CaseSalesOrder/ComputeTotalAction.php     |  1 -
 .../CaseSalesOrder/ComputeTotalActionTest.php | 20 +++++++++++++++++++
 2 files changed, 20 insertions(+), 1 deletion(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
index 7fea54f59..ca2c7093a 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
@@ -17,7 +17,6 @@ class ComputeTotalAction extends AbstractAction {
    * Sales order line items.
    *
    * @var array
-   * @required
    */
   protected $lineItems;
 
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
index 78eb11d33..441c7d12b 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ComputeTotalActionTest.php
@@ -91,4 +91,24 @@ public function testComputeTotalActionReturnsExpectedTaxRates() {
     $this->assertEquals($computedTotal['taxRates'][1]['value'], 10);
   }
 
+  /**
+   * Test compute action doesn't throw error for empty line items.
+   */
+  public function testComputeTotalActionReturnsEmptyResultForEmptyLineItems() {
+    $items = [];
+
+    $computedTotal = CaseSalesOrder::computeTotal()
+      ->setLineItems($items)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertArrayHasKey('taxRates', $computedTotal);
+    $this->assertArrayHasKey('totalBeforeTax', $computedTotal);
+    $this->assertArrayHasKey('totalAfterTax', $computedTotal);
+
+    $this->assertEmpty($computedTotal['taxRates']);
+    $this->assertEmpty($computedTotal['totalAfterTax']);
+    $this->assertEmpty($computedTotal['totalBeforeTax']);
+  }
+
 }

From 5d434db11299cae120a5124a2ae1efcced65a0b2 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Feb 2023 10:30:47 +0100
Subject: [PATCH 031/199] BTHAB-21: Add filter to quotation list view

---
 ang/afsearchQuotations.aff.html     | 24 ++++++++++++++++++++++--
 css/civicase.min.css                |  2 +-
 scss/components/_case-features.scss |  4 ++++
 3 files changed, 27 insertions(+), 3 deletions(-)
 create mode 100644 scss/components/_case-features.scss

diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index 4c50be2c4..d81b789bc 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -1,6 +1,26 @@
 <div af-fieldset="">
-  <div class="af-container af-layout-inline">
-    <af-field name="id" />
+  <div class="af-container af-layout-inline civicase__case-filter-form-elements civicase__features-filters">
+    <af-field name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
+    <button class="btn btn-primary btn-sm civicase__case-filter-panel__button" ng-click="expanded = !expanded">
+      
+    <span ng-if="expanded">
+      {{ ts('Hide Filter') }}
+      <i class="fa fa-chevron-up"/>
+    </span>
+    <span ng-if="!expanded">
+      {{ ts('Show Filter') }}
+      <i class="fa fa-chevron-down"/>
+    </span>
+  
+    </button>
+  </div>
+  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+    <af-field name="client_id" class="col-sm-3" />
+    <af-field name="owner_id" class="col-sm-3" />
+  </div>
+  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
+    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-sm-3 civicase__ui-range" />
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table"></crm-search-display-table>
 </div>
diff --git a/css/civicase.min.css b/css/civicase.min.css
index afda796c1..2fb2b752d 100644
--- a/css/civicase.min.css
+++ b/css/civicase.min.css
@@ -1,2 +1,2 @@
-@keyframes civicase__infinite-rotation{from{transform:rotate(0)}to{transform:rotate(360deg)}}.page-civicrm-case-a .page-title,.page-civicrm-dashboard .page-title,.page-civicrm:not([class*=' page-civicrm-']) .page-title{clip:rect(1px,1px,1px,1px);height:1px;overflow:hidden;position:absolute!important}@font-face{font-family:"Material Icons";font-style:normal;font-weight:400;src:local("Material Icons"),local("MaterialIcons-Regular"),url(../resources/fonts/material-design-icons/MaterialIcons-Regular.woff2) format("woff2"),url(../resources/fonts/material-design-icons/MaterialIcons-Regular.woff) format("woff")}#bootstrap-theme .material-icons{direction:ltr;display:inline-block;font-family:'Material Icons';font-feature-settings:'liga';-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;font-style:normal;font-weight:400;letter-spacing:normal;line-height:1;text-rendering:optimizeLegibility;text-transform:none;white-space:nowrap;word-wrap:normal}#bootstrap-theme .badge{font-size:13px;line-height:18px;margin-right:8px;padding-bottom:0;padding-top:0}#bootstrap-theme .badge:last-child{margin-right:0}#bootstrap-theme .btn{font-size:13px;line-height:1.384615em}#bootstrap-theme .crm-clear-link{color:#0071bd}#bootstrap-theme .crm-clear-link .fa-times::before{content:'\f057'}.select2-container.crm-token-selector{width:360px!important}#bootstrap-theme .dropdown-menu{padding:10px 0}#bootstrap-theme .dropdown-menu>li>a{line-height:18px;padding:6px 16px}#bootstrap-theme .dropdown-menu>li .material-icons{color:#9494a5;font-size:13px;margin-right:3px;position:relative;top:2px}#bootstrap-theme .crm_notification-badge{line-height:18px;padding:0 10px}#bootstrap-theme .progress{background:#d3dee2;border-radius:2px;box-shadow:none;height:4px}#bootstrap-theme .select2-container-multi .select2-choices{background:#fff}#bootstrap-theme .select2-container-disabled .select2-choice{background:#f3f6f7;cursor:no-drop;opacity:.8}#bootstrap-theme .simplebar-track{background:#e8eef0;overflow:hidden}#bootstrap-theme .simplebar-track.horizontal{position:relative;height:11px}#bootstrap-theme .simplebar-track.horizontal[style="visibility: hidden;"]{height:0}#bootstrap-theme .simplebar-track.horizontal .simplebar-scrollbar{height:5px;top:3px}#bootstrap-theme .simplebar-scrollbar::before{background:#c2cfd8;border-radius:2.5;opacity:1}#bootstrap-theme .civicase__accordion .panel-heading{padding:0 0 15px}#bootstrap-theme .civicase__accordion .panel-title{font-size:16px}#bootstrap-theme .civicase__accordion .panel-title a,#bootstrap-theme .civicase__accordion .panel-title a:hover{text-decoration:none}#bootstrap-theme .civicase__accordion .panel-title a::before{content:'\f105'}#bootstrap-theme .civicase__accordion.panel-open .panel-title a::before{content:'\f107';margin-left:-4px}#bootstrap-theme .civicase__accordion .panel-body{padding:0 0 15px}#bootstrap-theme .civicase__activities-calendar{transition:opacity .2s linear}#bootstrap-theme .civicase__activities-calendar.is-loading-days{opacity:.7}#bootstrap-theme .civicase__activities-calendar .btn-default,#bootstrap-theme .civicase__activities-calendar table,#bootstrap-theme .civicase__activities-calendar th{background:0 0;color:#464354}#bootstrap-theme .civicase__activities-calendar thead th{position:relative;z-index:1}#bootstrap-theme .civicase__activities-calendar thead tr:nth-child(1){background-color:transparent}#bootstrap-theme .civicase__activities-calendar thead .btn{font-size:16px;text-transform:none}#bootstrap-theme .civicase__activities-calendar thead .btn.uib-title{font-weight:600;margin-top:-3px;padding:3px 0 8px}#bootstrap-theme .civicase__activities-calendar thead .btn.uib-left,#bootstrap-theme .civicase__activities-calendar thead .btn.uib-right{margin-top:-3px;max-width:24px;padding:3px 0 8px}#bootstrap-theme .civicase__activities-calendar thead .material-icons{font-size:24px;line-height:24px}#bootstrap-theme .civicase__activities-calendar .civicase__activities-calendar__title-word,#bootstrap-theme .civicase__activities-calendar .uib-title strong{color:#464354;font-size:16px;font-weight:600;line-height:22px}#bootstrap-theme .civicase__activities-calendar .uib-title span:nth-last-child(1){color:#9494a5}#bootstrap-theme .civicase__activities-calendar [uib-daypicker] .uib-title strong{display:none}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] .civicase__activities-calendar__title-word,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] .civicase__activities-calendar__title-word{display:none}#bootstrap-theme .civicase__activities-calendar tr{background-color:#fff;padding:0 5px}#bootstrap-theme .civicase__activities-calendar tbody,#bootstrap-theme .civicase__activities-calendar tr:nth-child(0n+2) th{background:#fff}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n){border-top-left-radius:5px;border-top-right-radius:5px;margin-top:-3px}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n) th{color:#9494a5;font-size:10px;padding:21px 0;text-transform:uppercase}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n) .current-week-day{color:#0071bd}#bootstrap-theme .civicase__activities-calendar thead th:nth-child(1){border-top-left-radius:2px}#bootstrap-theme .civicase__activities-calendar thead th:nth-last-child(1){border-top-right-radius:2px}#bootstrap-theme .civicase__activities-calendar tr:nth-last-child(1) td:nth-child(1){border-bottom-left-radius:2px}#bootstrap-theme .civicase__activities-calendar tr:nth-last-child(1) td:nth-last-child(1){border-bottom-right-radius:2px}#bootstrap-theme .civicase__activities-calendar tbody{border-bottom-left-radius:5px;border-bottom-right-radius:5px;box-shadow:0 3px 8px 0 rgba(49,40,40,.15);min-height:205px}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] thead,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] thead{padding-bottom:7px}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] tbody,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] tbody{margin-top:-3px;min-height:262px}#bootstrap-theme .civicase__activities-calendar tbody .btn{font-weight:600;padding:10px 0;position:relative;width:100%}#bootstrap-theme .civicase__activities-calendar .btn.active{background-color:#cde1ed;color:#0071bd}#bootstrap-theme .civicase__activities-calendar .uib-day .btn.active{height:28px;margin-top:2px;padding:0;width:28px}#bootstrap-theme .civicase__activities-calendar .uib-day .material-icons{display:none}#bootstrap-theme .civicase__activities-calendar__day-status.uib-day .material-icons{color:#9494a5;display:block;font-size:6px;left:50%;position:absolute;transform:translateX(-50%) translateY(3px);width:6px}#bootstrap-theme .civicase__activities-calendar__day-status--completed.uib-day .material-icons{color:#44cb7e}#bootstrap-theme .civicase__activities-calendar__day-status--overdue.uib-day .material-icons{color:#cf3458}#bootstrap-theme .civicase__activities-calendar__day-status--scheduled.uib-day .material-icons{color:#0071bd}#bootstrap-theme .activities-calendar-popover{border-color:#e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);margin-top:15px;max-width:280px;padding:0}#bootstrap-theme .activities-calendar-popover>.arrow{border-bottom-color:#e8eef0}#bootstrap-theme .activities-calendar-popover .popover-content{max-height:330px;overflow-x:hidden;overflow-y:auto;padding:0}#bootstrap-theme .activities-calendar-popover__footer{border-top:1px solid #e8eef0}#bootstrap-theme .activities-calendar-popover__see-all{padding:10px}#bootstrap-theme .civicase__activities-calendar__dropdown{transform:translateX(calc(-100% + 18px))}#bootstrap-theme .civicase__activity-card--big{display:flex;flex-direction:column;height:auto;min-height:264px;width:100%}#bootstrap-theme .civicase__activity-card--big .panel{flex-grow:1}#bootstrap-theme .civicase__activity-card--big .panel .panel-body{padding:16px 24px 24px}#bootstrap-theme .civicase__activity-card--big .civicase__tooltip{flex:1;min-width:0}#bootstrap-theme .civicase__activity-card--big .material-icons{vertical-align:middle}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card-menu{top:-2px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-type{flex:1 0 0;font-size:16px;line-height:22px;margin-bottom:12px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-date{color:#4d4d69}#bootstrap-theme .civicase__activity-card--big .civicase__activity-date .material-icons{font-size:22px;margin-right:5px;position:relative;top:-2px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card .civicase__checkbox{margin-left:2px;margin-right:10px}#bootstrap-theme .civicase__activity-card--big .civicase__contact-additional__container--avatar{margin-left:5px;margin-top:1px}#bootstrap-theme .civicase__activity-card--big .civicase__contact-avatar{margin-top:0}#bootstrap-theme .civicase__activity-card--big .civicase__contact-icon{margin-top:-3px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card-row{align-items:flex-start}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card-row.civicase__activity-card-row--first{border-bottom:1px solid #e8eef0;margin:0 -24px 15px;padding:1px 16px 16px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-icon-container{align-items:center;display:flex;justify-content:center;width:auto}#bootstrap-theme .civicase__activity-card--big .civicase__activity-icon-container span:not(.civicase__activity-icon-ribbon){margin:0 8px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-icon-container .civicase__activity-icon-ribbon{border-bottom-width:10px;border-left-width:20px;border-right-width:20px;height:62px;left:16px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-icon-container .civicase__activity-icon{font-size:22px;left:2px;vertical-align:middle}#bootstrap-theme .civicase__activity-card--big .civicase__tags-container{margin-bottom:10px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-subject{color:#9494a5;font-size:13px;font-weight:400;line-height:18px;margin:5px 0 17px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-attachment__container,#bootstrap-theme .civicase__activity-card--big .civicase__activity-star__container{position:relative}#bootstrap-theme .civicase__activity-card--big .civicase__activity-star__container{margin-left:4px}#bootstrap-theme .civicase__activity-card--big--empty{align-items:center;display:flex;flex-direction:column;justify-content:center;min-height:265px;text-align:center;width:100%}#bootstrap-theme .civicase__activity-card--big--empty.civicase__activity-card--big--empty--list-view{border:1px solid #d3dee2;border-radius:2px;min-height:265px}#bootstrap-theme .civicase__activity-card--big--empty-title{font-size:20px;font-weight:600;line-height:27px;margin:15px 0 5px}#bootstrap-theme .civicase__activity-card--big--empty-description{color:#9494a5;margin-bottom:20px;padding:0 5px}#bootstrap-theme .civicase__activity-card--big--empty-button{border-color:#0071bd!important;font-size:13px;font-weight:600;line-height:18px;padding:10px 16px}#bootstrap-theme .civicase__activity-card--big--empty-button,#bootstrap-theme .civicase__activity-card--big--empty-button:active,#bootstrap-theme .civicase__activity-card--big--empty-button:focus{background-color:inherit}#bootstrap-theme .civicase__activity-card--big--empty-button .material-icons{color:#0071bd;margin-right:8px;position:relative;top:-1px}#bootstrap-theme .civicase__activity-card--big--empty-button i:nth-last-child(1){margin-left:8px}#bootstrap-theme .civicase__activity-card--big--empty-button.btn-default:active,#bootstrap-theme .civicase__activity-card--big--empty-button:active,#bootstrap-theme .civicase__activity-card--big--empty-button:hover,#bootstrap-theme .civicase__activity-card--big--empty-button:hover .material-icons,#bootstrap-theme .civicase__activity-card--big--empty-button[disabled]:hover{background-color:#0071bd;color:#fff}#bootstrap-theme .civicase__activity-card--long{box-shadow:0 3px 8px 0 rgba(49,40,40,.15);position:relative}#bootstrap-theme .civicase__activity-card--long .civicase__activity-icon-container .civicase__activity-icon-ribbon{border-bottom-width:10px;border-left-width:20px;border-right-width:20px;height:63px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-icon-container .civicase__activity-icon{font-size:22px;left:12px;top:0}#bootstrap-theme .civicase__activity-card--long .civicase__activity-card-row--first{margin-bottom:0}#bootstrap-theme .civicase__activity-card--long .civicase__activity-icon-container--ribbon{width:50px}#bootstrap-theme .civicase__activity-card--long .civicase__checkbox{margin-left:10px;margin-right:8px}#bootstrap-theme .civicase__activity-card--long .civicase__tooltip{flex:1;max-width:300px;min-width:0}#bootstrap-theme .civicase__activity-card--long .civicase__activity-type{display:block;font-size:16px;margin-right:12px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-attachment__icon{position:relative;top:2px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-attachment__file-options{display:inline-block}#bootstrap-theme .civicase__activity-card--long .civicase__activity-attachment__file-options .civicase__activity-card-menu.btn-group>.dropdown-menu{transform:translateX(0)}#bootstrap-theme .civicase__activity-card--long .civicase__tags-container{margin-right:5px;margin-top:-3px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-star{position:relative;top:3px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-date{margin-left:5px;margin-top:-1px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-date__with-year,#bootstrap-theme .civicase__activity-card--long .civicase__activity-date__without-year{vertical-align:middle}#bootstrap-theme .civicase__activity-card--long .civicase__activity-date__without-year{display:none}#bootstrap-theme .civicase__activity-card--long .civicase__contact-additional__container--avatar{margin-top:0}#bootstrap-theme .civicase__activity-card--long .civicase__activity-subject{color:#9494a5;font-weight:400;margin-left:30px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-card-menu.btn-group .btn{margin-left:0;top:-2px}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--ribbon{min-height:75px}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--ribbon .panel-body{min-height:70px}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--ribbon .civicase__activity-subject{margin-left:52px}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--with-checkbox .civicase__activity-subject{margin-left:64px}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--draft{background:0 0;box-shadow:none}#bootstrap-theme .civicase__activity-card--long.civicase__activity-card--draft .panel-footer{border-top:1px dashed #c2cfd8}#bootstrap-theme .civicase__activity-card--long .civicase__activity-icon-arrow{left:22px;top:8px}#bootstrap-theme .civicase__activity-card--long .civicase__activity-card__case-type{overflow:hidden;text-overflow:ellipsis}#bootstrap-theme .civicase__activity-card--long .civicase__activity-card-row--communication>div{align-items:center;display:flex}#bootstrap-theme .civicase__activity-card--long .civicase__activity-card-row--communication .civicase__contact-card{position:relative;top:2px}#bootstrap-theme .civicase__activity-card--short{box-shadow:0 1px 4px 0 rgba(49,40,40,.2);min-height:100px;position:relative;width:280px}#bootstrap-theme .civicase__activity-card--short .panel-body{min-height:100px}#bootstrap-theme .civicase__activity-card--short .civicase__contact-avatar{margin-top:-10px}#bootstrap-theme .civicase__activity-card--short .civicase__activity-subject{overflow:hidden;text-overflow:ellipsis;white-space:nowrap}#bootstrap-theme .civicase__activity-card--short .civicase__tooltip{flex:1;min-width:0}#bootstrap-theme .civicase__activity-card--short .civicase__activity-card__case-type{max-width:150px;overflow:hidden;text-overflow:ellipsis;white-space:nowrap}#bootstrap-theme .civicase__activity-card{background:#fff;border-radius:5px;cursor:pointer}#bootstrap-theme .civicase__activity-card:hover{background:#f3f6f7}#bootstrap-theme .civicase__activity-card .panel{box-shadow:none;height:100%;margin-bottom:0}#bootstrap-theme .civicase__activity-card .panel-body{background:0 0;border-top:0!important;height:100%;padding:15px}#bootstrap-theme .civicase__activity-card .panel-footer{background:0 0;padding:5px 16px}#bootstrap-theme .civicase__activity-card .civicase__contact-avatar{margin-left:5px}#bootstrap-theme .civicase__activity-card .civicase__checkbox{margin-right:5px;margin-top:2px}#bootstrap-theme .civicase__activity-card .panel-footer:hover{background:#e8eef0}#bootstrap-theme .civicase__activity-card .panel-footer:hover>a:hover{text-decoration:none}#bootstrap-theme .civicase__activity-card-inner{position:relative;width:100%}#bootstrap-theme .civicase__activity-card--empty .panel-body{align-items:center;display:flex;justify-content:center}#bootstrap-theme .civicase__activity-card--draft{border:1px dashed #c2cfd8}#bootstrap-theme .civicase__activity-card--alert{background:#fbf0e2;border:1px solid #e6ab5e}#bootstrap-theme .civicase__activity-card--alert:hover{background:#fbf0e2;border-color:#c2cfd8}#bootstrap-theme .civicase__activity-card--alert .civicase__activity-subject{color:#4d4d69;white-space:initial}#bootstrap-theme .civicase__activity-card--alert .civicase__tags-container{margin-left:30px;margin-top:2px}#bootstrap-theme .civicase__activity-card--file .civicase__activity-subject{color:#464354;font-size:16px;font-weight:600;margin-left:0}#bootstrap-theme .civicase__activity-card__case-id__label,#bootstrap-theme .civicase__activity-card__case-id__value,#bootstrap-theme .civicase__activity-card__case-type{color:#9494a5}#bootstrap-theme .civicase__activity-card__case-id__value{font-weight:600}#bootstrap-theme .civicase__activity-icon-container{color:#0071bd;font-size:18px;width:30px}#bootstrap-theme .civicase__activity-icon-container--ribbon{width:38px}#bootstrap-theme .civicase__activity-icon-container--ribbon .civicase__activity-icon{color:#fff;font-size:16px;left:8px;position:relative;top:-6px;z-index:1}#bootstrap-theme .civicase__activity-icon-arrow{font-size:10px;left:24px;position:absolute;top:11px}#bootstrap-theme .civicase__activity-icon-ribbon{border-bottom:6px solid transparent;border-left:14px solid #0071bd;border-radius:2px;border-right:14px solid #0071bd;height:42px;left:17px;position:absolute;top:-3px;width:0}#bootstrap-theme .civicase__activity-icon-ribbon.text-danger{border-left:14px solid #cf3458;border-right:14px solid #cf3458}#bootstrap-theme .civicase__activity-icon-ribbon.civicase__text-success{border-left:14px solid #44cb7e;border-right:14px solid #44cb7e}#bootstrap-theme .civicase__activity-date{color:#9494a5}#bootstrap-theme .civicase__activity__right-container{margin-left:auto;white-space:nowrap}#bootstrap-theme .civicase__activity__right-container>*{display:inline-block!important;vertical-align:middle}#bootstrap-theme .civicase__activity-type{color:#464354;font-weight:600}#bootstrap-theme .civicase__activity-type--completed{text-decoration:line-through}#bootstrap-theme .civicase__activity-subject{color:#464354;font-weight:600}#bootstrap-theme .civicase__activity-card-row{align-items:flex-start;display:flex;line-height:1.8em;vertical-align:middle}#bootstrap-theme .civicase__activity-card-row--first{margin-bottom:5px}#bootstrap-theme .civicase__activity-card-row--file{display:block;margin-left:30px}#bootstrap-theme .civicase__activity-card-row--case-info{line-height:2em;white-space:nowrap}#bootstrap-theme .civicase__activity-card-row--case-info .civicase__contact-card{margin-right:5px}#bootstrap-theme .civicase__activity-card-row--case-info .civicase__contact-icon{position:relative;top:2px}#bootstrap-theme .civicase__activity-card-row--case-info .civicase__pipe{margin:0 5px}#bootstrap-theme .civicase__activity-with{color:#9494a5}#bootstrap-theme .civicase__activity-star{color:#c2cfd8;font-size:18px}#bootstrap-theme .civicase__activity-star.active{color:#e6ab5e}#bootstrap-theme .civicase__activity-attachment__container a{display:flex!important}#bootstrap-theme .civicase__activity-attachment__container.open .dropdown-toggle{box-shadow:none}#bootstrap-theme .civicase__activity-attachment__container:hover .dropdown-menu{display:block}#bootstrap-theme .civicase__activity-attachment__dropdown-menu{z-index:1061}#bootstrap-theme .civicase__activity-attachment__file-name{color:#0071bd!important}#bootstrap-theme .civicase__activity-attachment__file-description{color:#9494a5}#bootstrap-theme .civicase__activity-attachment__icon{color:#c2cfd8;font-size:18px}#bootstrap-theme .civicase__activity-attachment__icon:hover{color:#0071bd}#bootstrap-theme .civicase__activity-card-menu .material-icons{vertical-align:initial}#bootstrap-theme .civicase__activity-card-menu.btn-group .btn{border:0;height:18px;margin-left:6px;padding:0;top:0;width:18px}#bootstrap-theme .civicase__activity-card-menu.btn-group .btn .material-icons{font-size:18px}#bootstrap-theme .civicase__activity-card-menu.btn-group .btn.dropdown-toggle{background:0 0;box-shadow:none}#bootstrap-theme .civicase__activity-card-menu.btn-group>.dropdown-menu{left:50%!important;top:150%!important;transform:translateX(-100%)}#bootstrap-theme 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civicase-popover-toggle-button{cursor:pointer}.civicase__tooltip-popup-list{border:1px solid #e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);color:#464354;padding:8px 12px}.civicase__tooltip-popup-list .popover-content{padding:0}.civicase__tooltip-popup-list .arrow{border-bottom-color:#e8eef0}#bootstrap-theme .civicase__responsive-calendar tbody,#bootstrap-theme .civicase__responsive-calendar thead{display:block}#bootstrap-theme .civicase__responsive-calendar tr{display:flex}#bootstrap-theme .civicase__responsive-calendar td,#bootstrap-theme .civicase__responsive-calendar th{padding:0;width:100%}#bootstrap-theme .civicase__show-more-button{cursor:pointer}#bootstrap-theme .civicase__summary-tab__basic-details{background:#fff}#bootstrap-theme .civicase__summary-tab__basic-details .panel-body{display:flex;flex-direction:row;padding:20px}#bootstrap-theme .civicase__summary-tab__subject-container{flex-basis:56%;padding-right:15px}#bootstrap-theme .civicase__summary-tab__subject{font-size:20px;font-weight:600;line-height:27px;margin:0 0 13px}#bootstrap-theme .civicase__summary-tab__description{color:#9494a5;line-height:18px}#bootstrap-theme .civicase__summary-tab__last-updated{margin:13px 0 0;padding:2px 4px}#bootstrap-theme .civicase__summary-tab__last-updated__label{color:#9494a5;line-height:18px}#bootstrap-theme .civicase__summary-activity-count{align-items:center;border-left:1px solid #e8eef0;color:#464354;display:table-cell;font-weight:600;justify-content:center;text-align:center;vertical-align:top;width:20%}#bootstrap-theme .civicase__summary-activity-count a,#bootstrap-theme .civicase__summary-activity-count a:hover{color:#464354;text-decoration:none}#bootstrap-theme .civicase__summary-activity-count a{display:block;height:100%;margin:0 10px}#bootstrap-theme .civicase__summary-activity-count a:hover{background:#f3f6f7;border-radius:5px}#bootstrap-theme .civicase__summary-activity-count 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.civicase__tags-container__additional__list li a{text-decoration:none}#bootstrap-theme .civicase__tags-container__additional__list .badge{max-width:36ch}#bootstrap-theme .civicase__tags-container__additional-tags{background-color:#9494a5;display:inline;padding:0 8px}#bootstrap-theme .civicase__tags-container__additional__popover{border:1px solid #e8eef0;border-radius:0;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);cursor:pointer;max-width:calc(36ch + 20px + 4px);padding:0}#bootstrap-theme .civicase__tags-container__additional__popover a{display:flex!important;line-height:22px}#bootstrap-theme .civicase__tags-container__additional__popover .arrow{border-bottom-color:#e8eef0}#bootstrap-theme .civicase__tags-container__additional__popover .popover-content{background:#fff;padding:0}.civicase__tags-modal{background-color:#fff!important}#bootstrap-theme .civicase__tags-modal__generic-tags-container{border:1px solid #d3dee2;border-radius:2px;padding:5px}#bootstrap-theme .civicase__tags-modal__generic-tags-container input{margin-top:0!important}#bootstrap-theme .civicase__tags-modal__generic-tags-container label{margin-bottom:0}#bootstrap-theme .civicase__tags-modal__tags-container label{margin-top:4px}#bootstrap-theme .civicase__tags-modal__tags-container .col-sm-9{width:75%!important}.civicase__tags-selector__item-color{margin-right:2px;position:relative;top:1px}#bootstrap-theme .civicase__tooltip__popup{border:1px solid #e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);padding:0;z-index:5}#bootstrap-theme .civicase__tooltip__popup .arrow{border-bottom-color:#e8eef0}#bootstrap-theme .civicase__tooltip__popup .arrow.left{left:20px}#bootstrap-theme .civicase__tooltip__ellipsis{display:block;overflow:hidden;text-overflow:ellipsis;white-space:nowrap}#bootstrap-theme .civicase__pipe{position:relative;top:-1px}#bootstrap-theme .civicase__text-warning{color:#e6ab5e}#bootstrap-theme .civicase__text-success{color:#44cb7e}#bootstrap-theme .civicase__link-disabled{cursor:no-drop;pointer-events:none}#bootstrap-theme .civicase__spinner{animation:spin 1.5s linear infinite;background:url(../resources/icons/spinner.svg) no-repeat center center!important;display:block;height:32px;margin:auto;width:32px}#bootstrap-theme .civicase__tooltip-popup-list{border:1px solid #e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);color:#464354;padding:8px 12px}#bootstrap-theme .civicase__tooltip-popup-list .popover-content{padding:0}#bootstrap-theme .civicase__tooltip-popup-list .arrow{border-bottom-color:#e8eef0}#bootstrap-theme .civicase-workflow-list>.panel-body{padding:0}#bootstrap-theme .civicase-workflow-list__new-button{margin-bottom:20px}#bootstrap-theme .civicase-workflow-list__new-button .material-icons{position:relative;top:2px}#bootstrap-theme .civicase-workflow-list_duplicate-form .ng-invalid:not(.ng-untouched){border-color:#cf3458}#bootstrap-theme .civicase-workflow-list_duplicate-form 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240px)}.page-civicrm-contact-view:not([class*=page-civicrm-contact-view-]) #crm-container .civicase__activity-panel__core_container .crm-submit-buttons{margin-bottom:0!important}.page-civicrm-case-a #page{margin:0;padding-top:0}.page-civicrm-case-a .block-civicrm>h2{margin:0}.page-civicrm-case-a #branding{padding:16px 0!important}.page-civicrm-case-a #branding .breadcrumb{left:0;line-height:18px;padding:0 20px;top:0}.page-civicrm-case-a #branding .breadcrumb>a{left:0}@media (max-width:1455px){.page-civicrm-case-a .crm-contactEmail-form-block-subject .crm-token-selector{margin-top:5px}}.page-civicrm-dashboard #page,.page-civicrm:not([class*=' page-civicrm-']) #page{margin:0;padding-top:0}.page-civicrm-dashboard .block-civicrm>h2,.page-civicrm:not([class*=' page-civicrm-']) .block-civicrm>h2{margin:0}.page-civicrm-dashboard #branding,.page-civicrm:not([class*=' page-civicrm-']) #branding{padding:16px 0!important}.page-civicrm-dashboard #branding .breadcrumb,.page-civicrm:not([class*=' 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+@keyframes civicase__infinite-rotation{from{transform:rotate(0)}to{transform:rotate(360deg)}}.page-civicrm-case-a .page-title,.page-civicrm-dashboard .page-title,.page-civicrm:not([class*=' page-civicrm-']) .page-title{clip:rect(1px,1px,1px,1px);height:1px;overflow:hidden;position:absolute!important}@font-face{font-family:"Material Icons";font-style:normal;font-weight:400;src:local("Material Icons"),local("MaterialIcons-Regular"),url(../resources/fonts/material-design-icons/MaterialIcons-Regular.woff2) format("woff2"),url(../resources/fonts/material-design-icons/MaterialIcons-Regular.woff) format("woff")}#bootstrap-theme .material-icons{direction:ltr;display:inline-block;font-family:'Material Icons';font-feature-settings:'liga';-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;font-style:normal;font-weight:400;letter-spacing:normal;line-height:1;text-rendering:optimizeLegibility;text-transform:none;white-space:nowrap;word-wrap:normal}#bootstrap-theme .badge{font-size:13px;line-height:18px;margin-right:8px;padding-bottom:0;padding-top:0}#bootstrap-theme .badge:last-child{margin-right:0}#bootstrap-theme .btn{font-size:13px;line-height:1.384615em}#bootstrap-theme .crm-clear-link{color:#0071bd}#bootstrap-theme .crm-clear-link .fa-times::before{content:'\f057'}.select2-container.crm-token-selector{width:360px!important}#bootstrap-theme .dropdown-menu{padding:10px 0}#bootstrap-theme .dropdown-menu>li>a{line-height:18px;padding:6px 16px}#bootstrap-theme .dropdown-menu>li .material-icons{color:#9494a5;font-size:13px;margin-right:3px;position:relative;top:2px}#bootstrap-theme .crm_notification-badge{line-height:18px;padding:0 10px}#bootstrap-theme .progress{background:#d3dee2;border-radius:2px;box-shadow:none;height:4px}#bootstrap-theme .select2-container-multi .select2-choices{background:#fff}#bootstrap-theme .select2-container-disabled .select2-choice{background:#f3f6f7;cursor:no-drop;opacity:.8}#bootstrap-theme .simplebar-track{background:#e8eef0;overflow:hidden}#bootstrap-theme .simplebar-track.horizontal{position:relative;height:11px}#bootstrap-theme .simplebar-track.horizontal[style="visibility: hidden;"]{height:0}#bootstrap-theme .simplebar-track.horizontal .simplebar-scrollbar{height:5px;top:3px}#bootstrap-theme .simplebar-scrollbar::before{background:#c2cfd8;border-radius:2.5;opacity:1}#bootstrap-theme .civicase__accordion .panel-heading{padding:0 0 15px}#bootstrap-theme .civicase__accordion .panel-title{font-size:16px}#bootstrap-theme .civicase__accordion .panel-title a,#bootstrap-theme .civicase__accordion .panel-title a:hover{text-decoration:none}#bootstrap-theme .civicase__accordion .panel-title a::before{content:'\f105'}#bootstrap-theme .civicase__accordion.panel-open .panel-title a::before{content:'\f107';margin-left:-4px}#bootstrap-theme .civicase__accordion .panel-body{padding:0 0 15px}#bootstrap-theme .civicase__activities-calendar{transition:opacity .2s linear}#bootstrap-theme .civicase__activities-calendar.is-loading-days{opacity:.7}#bootstrap-theme .civicase__activities-calendar .btn-default,#bootstrap-theme .civicase__activities-calendar table,#bootstrap-theme .civicase__activities-calendar th{background:0 0;color:#464354}#bootstrap-theme .civicase__activities-calendar thead th{position:relative;z-index:1}#bootstrap-theme .civicase__activities-calendar thead tr:nth-child(1){background-color:transparent}#bootstrap-theme .civicase__activities-calendar thead .btn{font-size:16px;text-transform:none}#bootstrap-theme .civicase__activities-calendar thead .btn.uib-title{font-weight:600;margin-top:-3px;padding:3px 0 8px}#bootstrap-theme .civicase__activities-calendar thead .btn.uib-left,#bootstrap-theme .civicase__activities-calendar thead .btn.uib-right{margin-top:-3px;max-width:24px;padding:3px 0 8px}#bootstrap-theme .civicase__activities-calendar thead .material-icons{font-size:24px;line-height:24px}#bootstrap-theme .civicase__activities-calendar .civicase__activities-calendar__title-word,#bootstrap-theme .civicase__activities-calendar .uib-title strong{color:#464354;font-size:16px;font-weight:600;line-height:22px}#bootstrap-theme .civicase__activities-calendar .uib-title span:nth-last-child(1){color:#9494a5}#bootstrap-theme .civicase__activities-calendar [uib-daypicker] .uib-title strong{display:none}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] .civicase__activities-calendar__title-word,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] .civicase__activities-calendar__title-word{display:none}#bootstrap-theme .civicase__activities-calendar tr{background-color:#fff;padding:0 5px}#bootstrap-theme .civicase__activities-calendar tbody,#bootstrap-theme .civicase__activities-calendar tr:nth-child(0n+2) th{background:#fff}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n){border-top-left-radius:5px;border-top-right-radius:5px;margin-top:-3px}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n) th{color:#9494a5;font-size:10px;padding:21px 0;text-transform:uppercase}#bootstrap-theme .civicase__activities-calendar tr:nth-child(2n) .current-week-day{color:#0071bd}#bootstrap-theme .civicase__activities-calendar thead th:nth-child(1){border-top-left-radius:2px}#bootstrap-theme .civicase__activities-calendar thead th:nth-last-child(1){border-top-right-radius:2px}#bootstrap-theme .civicase__activities-calendar tr:nth-last-child(1) td:nth-child(1){border-bottom-left-radius:2px}#bootstrap-theme .civicase__activities-calendar tr:nth-last-child(1) td:nth-last-child(1){border-bottom-right-radius:2px}#bootstrap-theme .civicase__activities-calendar tbody{border-bottom-left-radius:5px;border-bottom-right-radius:5px;box-shadow:0 3px 8px 0 rgba(49,40,40,.15);min-height:205px}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] thead,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] thead{padding-bottom:7px}#bootstrap-theme .civicase__activities-calendar [uib-monthpicker] tbody,#bootstrap-theme .civicase__activities-calendar [uib-yearpicker] tbody{margin-top:-3px;min-height:262px}#bootstrap-theme .civicase__activities-calendar tbody .btn{font-weight:600;padding:10px 0;position:relative;width:100%}#bootstrap-theme .civicase__activities-calendar .btn.active{background-color:#cde1ed;color:#0071bd}#bootstrap-theme .civicase__activities-calendar .uib-day .btn.active{height:28px;margin-top:2px;padding:0;width:28px}#bootstrap-theme .civicase__activities-calendar .uib-day .material-icons{display:none}#bootstrap-theme .civicase__activities-calendar__day-status.uib-day .material-icons{color:#9494a5;display:block;font-size:6px;left:50%;position:absolute;transform:translateX(-50%) translateY(3px);width:6px}#bootstrap-theme .civicase__activities-calendar__day-status--completed.uib-day .material-icons{color:#44cb7e}#bootstrap-theme .civicase__activities-calendar__day-status--overdue.uib-day .material-icons{color:#cf3458}#bootstrap-theme .civicase__activities-calendar__day-status--scheduled.uib-day .material-icons{color:#0071bd}#bootstrap-theme .activities-calendar-popover{border-color:#e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);margin-top:15px;max-width:280px;padding:0}#bootstrap-theme .activities-calendar-popover>.arrow{border-bottom-color:#e8eef0}#bootstrap-theme .activities-calendar-popover .popover-content{max-height:330px;overflow-x:hidden;overflow-y:auto;padding:0}#bootstrap-theme .activities-calendar-popover__footer{border-top:1px solid #e8eef0}#bootstrap-theme .activities-calendar-popover__see-all{padding:10px}#bootstrap-theme .civicase__activities-calendar__dropdown{transform:translateX(calc(-100% + 18px))}#bootstrap-theme .civicase__activity-card--big{display:flex;flex-direction:column;height:auto;min-height:264px;width:100%}#bootstrap-theme .civicase__activity-card--big .panel{flex-grow:1}#bootstrap-theme .civicase__activity-card--big .panel .panel-body{padding:16px 24px 24px}#bootstrap-theme .civicase__activity-card--big .civicase__tooltip{flex:1;min-width:0}#bootstrap-theme .civicase__activity-card--big .material-icons{vertical-align:middle}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card-menu{top:-2px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-type{flex:1 0 0;font-size:16px;line-height:22px;margin-bottom:12px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-date{color:#4d4d69}#bootstrap-theme .civicase__activity-card--big .civicase__activity-date .material-icons{font-size:22px;margin-right:5px;position:relative;top:-2px}#bootstrap-theme .civicase__activity-card--big .civicase__activity-card .civicase__checkbox{margin-left:2px;margin-right:10px}#bootstrap-theme .civicase__activity-card--big .civicase__contact-additional__container--avatar{margin-left:5px;margin-top:1px}#bootstrap-theme 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.civicase__tooltip__ellipsis{display:block;overflow:hidden;text-overflow:ellipsis;white-space:nowrap}#bootstrap-theme .civicase__pipe{position:relative;top:-1px}#bootstrap-theme .civicase__text-warning{color:#e6ab5e}#bootstrap-theme .civicase__text-success{color:#44cb7e}#bootstrap-theme .civicase__link-disabled{cursor:no-drop;pointer-events:none}#bootstrap-theme .civicase__spinner{animation:spin 1.5s linear infinite;background:url(../resources/icons/spinner.svg) no-repeat center center!important;display:block;height:32px;margin:auto;width:32px}#bootstrap-theme .civicase__tooltip-popup-list{border:1px solid #e8eef0;border-radius:2px;box-shadow:0 2px 4px 0 rgba(49,40,40,.13);color:#464354;padding:8px 12px}#bootstrap-theme .civicase__tooltip-popup-list .popover-content{padding:0}#bootstrap-theme .civicase__tooltip-popup-list .arrow{border-bottom-color:#e8eef0}#bootstrap-theme .civicase-workflow-list>.panel-body{padding:0}#bootstrap-theme .civicase-workflow-list__new-button{margin-bottom:20px}#bootstrap-theme .civicase-workflow-list__new-button .material-icons{position:relative;top:2px}#bootstrap-theme .civicase-workflow-list_duplicate-form .ng-invalid:not(.ng-untouched){border-color:#cf3458}#bootstrap-theme .civicase-workflow-list_duplicate-form textarea{width:100%}#bootstrap-theme .civicase-workflow-list__filters .form-group{margin-bottom:0}#bootstrap-theme .civicase-workflow-list__filters .form-group [type=checkbox]{margin:0}#bootstrap-theme .civicase-workflow-list__filters .form-group>div{display:inline-block;margin-bottom:20px}#bootstrap-theme .civicase-workflow-list__filters .form-group>div:nth-child(odd){margin-right:10px;width:calc(50% - 10px)}#bootstrap-theme .civicase-workflow-list__filters .form-group>div:nth-child(even){margin-left:10px;width:calc(50% - 10px)}#bootstrap-theme .civicase-workflow-list__filters .form-group .select2-container{width:240px!important}#civicaseActivitiesTab{margin-left:-10px;margin-right:-10px}#civicaseActivitiesTab .civicase__activity-feed>.panel-body{padding-left:0;padding-right:0}#civicaseActivitiesTab .civicase__activity-filter{padding:16px 0}#civicaseActivitiesTab .civicase__activity-filter.affix{width:calc(100% - 240px)}.page-civicrm-contact-view:not([class*=page-civicrm-contact-view-]) #crm-container .civicase__activity-panel__core_container .crm-submit-buttons{margin-bottom:0!important}.page-civicrm-case-a #page{margin:0;padding-top:0}.page-civicrm-case-a .block-civicrm>h2{margin:0}.page-civicrm-case-a #branding{padding:16px 0!important}.page-civicrm-case-a #branding .breadcrumb{left:0;line-height:18px;padding:0 20px;top:0}.page-civicrm-case-a #branding .breadcrumb>a{left:0}@media (max-width:1455px){.page-civicrm-case-a .crm-contactEmail-form-block-subject .crm-token-selector{margin-top:5px}}.page-civicrm-dashboard #page,.page-civicrm:not([class*=' page-civicrm-']) #page{margin:0;padding-top:0}.page-civicrm-dashboard .block-civicrm>h2,.page-civicrm:not([class*=' page-civicrm-']) .block-civicrm>h2{margin:0}.page-civicrm-dashboard #branding,.page-civicrm:not([class*=' page-civicrm-']) #branding{padding:16px 0!important}.page-civicrm-dashboard #branding .breadcrumb,.page-civicrm:not([class*=' page-civicrm-']) #branding .breadcrumb{left:0;line-height:18px;padding:0 20px;top:0}.page-civicrm-dashboard #branding .breadcrumb>a,.page-civicrm:not([class*=' page-civicrm-']) #branding .breadcrumb>a{left:0}.page-civicrm-dashboard .civicase__tabs.affix,.page-civicrm:not([class*=' page-civicrm-']) .civicase__tabs.affix{position:fixed;top:0;width:100%;z-index:9999}.civicase__crm-dashboard .tab-content,.civicase__crm-dashboard.ui-tabs{background:0 0}#civicaseMyActivitiesTab{margin-left:-10px;margin-right:-10px}#civicaseMyActivitiesTab [crm-page-title]{display:none}#civicaseMyActivitiesTab .civicase__activity-feed>.panel-body{padding-left:0;padding-right:0}#civicaseMyActivitiesTab .civicase__activity-filter{padding:16px 0}#civicaseMyActivitiesTab .civicase__activity-filter.affix{width:calc(100% - 240px)}
 /*# sourceMappingURL=civicase.min.css.map */
diff --git a/scss/components/_case-features.scss b/scss/components/_case-features.scss
new file mode 100644
index 000000000..5690ee6c4
--- /dev/null
+++ b/scss/components/_case-features.scss
@@ -0,0 +1,4 @@
+.civicase__features-filters {
+  display: flex;
+  justify-content: space-between;
+}

From aad803f27570277bd1f2a9fe9ad2c4285a3bf118 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Mar 2023 10:40:47 +0100
Subject: [PATCH 032/199] BTHAB-24: Add method to get case dashboard link

---
 .../services/case-utils.service.js            | 26 +++++++++++++++++++
 1 file changed, 26 insertions(+)
 create mode 100644 ang/civicase-features/services/case-utils.service.js

diff --git a/ang/civicase-features/services/case-utils.service.js b/ang/civicase-features/services/case-utils.service.js
new file mode 100644
index 000000000..bc058240e
--- /dev/null
+++ b/ang/civicase-features/services/case-utils.service.js
@@ -0,0 +1,26 @@
+(function (angular, $, _, CRM) {
+  var module = angular.module('civicase-features');
+
+  module.service('CaseUtils', CaseUtils);
+
+  /**
+   * CaseUtils Service
+   *
+   * @param {object} $q ng promise object
+   * @param {Function} civicaseCrmApi civicrm api service
+   */
+  function CaseUtils ($q, civicaseCrmApi) {
+    this.getDashboardLink = function (id) {
+      return $q(function (resolve, reject) {
+        const params = { id, return: ['case_type_category', 'case_type_id'] };
+        civicaseCrmApi('Case', 'getdetails', params)
+          .then(function (result) {
+            const categoryId = result.values[id].case_type_category;
+            const link = CRM.url(`/case/a/?case_type_category=${categoryId}#/case/list?cf={"case_type_category":"${categoryId}"}&caseId=${id}`);
+
+            resolve(link);
+          });
+      });
+    };
+  }
+})(angular, CRM.$, CRM._, CRM);

From 45ebb40a82f09eec51bd11158ccd09a3811147de Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 2 Mar 2023 10:41:46 +0100
Subject: [PATCH 033/199] BTHAB-24: Add page to view single quotation

---
 CRM/Civicase/DAO/CaseSalesOrder.php           |   4 +-
 CRM/Civicase/Page/CaseSalesOrder.php          |  28 ++++
 .../directives/quotations-view.directive.html | 135 ++++++++++++++++++
 .../directives/quotations-view.directive.js   |  65 +++++++++
 .../CRM/Civicase/Page/CaseSalesOrder.tpl      |  24 ++++
 xml/Menu/civicase.xml                         |   5 +
 xml/schema/CRM/Civicase/CaseSalesOrder.xml    |   2 +-
 7 files changed, 260 insertions(+), 3 deletions(-)
 create mode 100644 CRM/Civicase/Page/CaseSalesOrder.php
 create mode 100644 ang/civicase-features/quotations/directives/quotations-view.directive.html
 create mode 100644 ang/civicase-features/quotations/directives/quotations-view.directive.js
 create mode 100644 templates/CRM/Civicase/Page/CaseSalesOrder.tpl

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index 52c0b5bc5..92d942fb4 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:12c8b8325efddd813eeaa69be2c655fb)
+ * (GenCodeChecksum:363627d2e3cd7f868f0cc2c5b89fb95b)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -37,7 +37,7 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    * @var string[]
    */
   protected static $_paths = [
-    'view' => 'civicrm/case-features?reset=1&action=view&lid=[id]',
+    'view' => 'civicrm/case-features/quotations/view?reset=1&id=[id]',
     'update' => 'civicrm/case-features?reset=1&action=update&lid=[id]',
     'delete' => 'civicrm/case-features/delete?reset=1&lid=[id]',
   ];
diff --git a/CRM/Civicase/Page/CaseSalesOrder.php b/CRM/Civicase/Page/CaseSalesOrder.php
new file mode 100644
index 000000000..e010417b2
--- /dev/null
+++ b/CRM/Civicase/Page/CaseSalesOrder.php
@@ -0,0 +1,28 @@
+<?php
+
+/**
+ * Class CRM_Civicase_Page_CaseSalesOrder.
+ *
+ * Define an Angular page for Case Sales Order view.
+ */
+class CRM_Civicase_Page_CaseSalesOrder extends CRM_Core_Page {
+
+  /**
+   * Run Function.
+   *
+   * Sets variables required by the Page template.
+   *
+   * @return string
+   *   The content generated by running this page
+   */
+  public function run() {
+    /** @var \Civi\Angular\AngularLoader $loader */
+    $loader = Civi::service('angularjs.loader');
+    $loader->addModules(['crmApp', 'civicase-features']);
+    $salesOrderId = CRM_Utils_Request::retrieveValue('id', 'Positive');
+    $this->assign('sales_order_id', $salesOrderId);
+
+    return parent::run();
+  }
+
+}
diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
new file mode 100644
index 000000000..1249179f5
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -0,0 +1,135 @@
+<div id="bootstrap-theme" class="civicase__container">
+  <h1 crm-page-title>{{ ts('Quotations') }}</h1>
+
+  <div class="row">
+    <div class="col-md-12">
+      <h2 class="text-center" style="margin: 2em;"><strong>View Quotation</strong></h2>
+    </div>
+
+      <div class="panel panel-default">
+        <div class="panel-body" style="background: none; padding: 2em;">
+          <div class="row">
+            <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
+              <table class="table">
+                <tbody>
+                  <tr>
+                    <td>Quotatioin Id</td>
+                    <td>{{salesOrder.id}}</td>
+                  </tr>
+                  <tr>
+                    <td>Client</td>
+                    <td>{{salesOrder['client_id.display_name']}}</td>
+                  </tr>
+                  <tr>
+                    <td>Date</td>
+                    <td>{{salesOrder.quotation_date}}</td>
+                  </tr>
+                  <tr>
+                    <td>Description</td>
+                    <td ng-bind-html="salesOrder.description"></td>
+                  </tr>
+                </tbody>
+                <tbody ng-if="hasCase">
+                  <tr>
+                    <td colspan="2"><strong>Case/Opportunity</strong></td>
+                  </tr>
+                  <tr>
+                    <th>Case Id</th>
+                    <th><a href="{{dashboardLink}}" target="_blank">{{salesOrder.case_id}}</a></th>
+                  </tr>
+                  <tr>
+                    <th>Case Type</th>
+                    <th>{{salesOrder['case_id.case_type_id:label']}}</th>
+                  </tr>
+                  <tr>
+                    <th>Case Subject</th>
+                    <th>{{salesOrder['case_id.subject']}}</th>
+                  </tr>
+                </tbody>
+
+                <tbody>
+                  <tr>
+                    <td>Owner</td>
+                    <td>{{salesOrder['owner_id.display_name']}}</td>
+                  </tr>
+                  <tr>
+                    <td>Status</td>
+                    <td>{{salesOrder['status_id:label']}}</td>
+                  </tr>
+                  <tr>
+                    <td>Currency</td>
+                    <td>{{salesOrder.currency}}</td>
+                  </tr>
+                </tbody>
+              </table>
+            </div>
+          </div>
+
+          <div class="row">
+            <div class="col-md-12" style="margin: 1em 0em;">
+              <h3><strong>Items Overview</strong></h3>
+            </div>
+            <div class="col-md-12" style="border: 1px solid; padding: 2em; background: #fff;">
+              <table class="table table-bordered">
+                <tr>
+                  <th>Product</th>
+                  <th>Item Description </th>
+                  <th>Financial Type</th>
+                  <th>Unit Price</th>
+                  <th>Quantity</th>
+                  <th>Discount %</th>
+                  <th>Tax %</th>
+                  <th>Subtotal</th>
+                </tr>
+                <tr ng-repeat="item in salesOrder.items track by $index">
+                  <td>{{ item["product_id.name"] }}</td>
+                  <td>{{ item["item_description"] }}</td>
+                  <td>{{ item["financial_type_id.name"] }}</td>
+                  <td>{{ item["unit_price"] || 0 }}</td>
+                  <td>{{ item["quantity"] || 0 }}</td>
+                  <td>{{ item["discounted_percentage"] || 0 }}</td>
+                  <td>{{ item["tax_rate"] || 0 }}</td>
+                  <td>{{ item["subtotal_amount"] }}</td>
+                </tr>
+                </table>
+            </div>
+          </div>
+
+          <div class="row">
+            <div class="col-md-12" style="margin: 1em 0em;">
+              <h3><strong>Amount Summary</strong></h3>
+            </div>
+            <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
+              <table class="table">
+                <tr>
+                  <td>Total</td>
+                  <td>{{ currencySymbol }} {{ salesOrder.total_before_tax }}</td>
+                </tr>
+                  <tr ng-repeat="i in salesOrder.taxRates track by $index">
+                    <td>Tax @ {{ i.rate }}%</td>
+                    <td>{{ currencySymbol }} {{ i.value }}</td>
+                  </tr>
+                <tr>
+                  <td>Grand Total</td>
+                  <td>{{ currencySymbol }} {{salesOrder.total_after_tax}}</td>
+                </tr>
+              </table>
+            </div>
+          </div>
+
+          <div class="row">
+            <div class="col-md-12" style="margin: 1em 0em;">
+              <h3><strong>Notes</strong></h3>
+            </div>
+          </div>
+          <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
+            <p>
+              {{salesOrder.notes}}
+            </p>
+          </div>
+
+      </div>
+    </div>
+  </div>
+
+</div>
diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.js b/ang/civicase-features/quotations/directives/quotations-view.directive.js
new file mode 100644
index 000000000..33e47a676
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.js
@@ -0,0 +1,65 @@
+(function (angular, _) {
+  var module = angular.module('civicase-features');
+
+  module.directive('quotationsView', function () {
+    return {
+      restrict: 'E',
+      controller: 'quotationsViewController',
+      templateUrl: '~/civicase-features/quotations/directives/quotations-view.directive.html',
+      scope: {
+        salesOrderId: '='
+      }
+    };
+  });
+
+  module.controller('quotationsViewController', quotationsViewController);
+
+  /**
+   * @param {object} crmApi4 api V4 service
+   * @param {object} $scope the controller scope
+   * @param {object} CaseUtils case utility service
+   * @param {object} CurrencyCodes CurrencyCodes service
+   */
+  function quotationsViewController (crmApi4, $scope, CaseUtils, CurrencyCodes) {
+    $scope.taxRates = [];
+    $scope.currencySymbol = '';
+    $scope.dashboardLink = '#';
+    $scope.salesOrder = {
+      total_before_tax: 0,
+      total_after_tax: 0
+    };
+    $scope.hasCase = false;
+
+    (function init () {
+      if ($scope.salesOrderId) {
+        getSalesOrderAndLineItems();
+      }
+    })();
+
+    /**
+     * Retrieves the sales order and its line items from API
+     */
+    function getSalesOrderAndLineItems () {
+      crmApi4('CaseSalesOrder', 'get', {
+        select: ['*', 'case_sales_order_line.*', 'client_id.display_name', 'owner_id.display_name', 'case_id.case_type_id:label', 'case_id.subject', 'status_id:label'],
+        where: [['id', '=', $scope.salesOrderId]],
+        limit: 1,
+        chain: { items: ['CaseSalesOrderLine', 'get', { where: [['sales_order_id', '=', '$id']], select: ['*', 'product_id.name', 'financial_type_id.name'] }], computedRates: ['CaseSalesOrder', 'computeTotal', { lineItems: '$items' }] }
+      }).then(async function (caseSalesOrders) {
+        if (Array.isArray(caseSalesOrders) && caseSalesOrders.length > 0) {
+          $scope.salesOrder = caseSalesOrders.pop();
+          $scope.salesOrder.taxRates = $scope.salesOrder.computedRates[0].taxRates;
+          $scope.currencySymbol = CurrencyCodes.getSymbol($scope.salesOrder.currency);
+
+          if (!$scope.salesOrder.case_id) {
+            return;
+          }
+          $scope.hasCase = true;
+          CaseUtils.getDashboardLink($scope.salesOrder.case_id).then(link => {
+            $scope.dashboardLink = link;
+          });
+        }
+      });
+    }
+  }
+})(angular, CRM._);
diff --git a/templates/CRM/Civicase/Page/CaseSalesOrder.tpl b/templates/CRM/Civicase/Page/CaseSalesOrder.tpl
new file mode 100644
index 000000000..fe97dd9a5
--- /dev/null
+++ b/templates/CRM/Civicase/Page/CaseSalesOrder.tpl
@@ -0,0 +1,24 @@
+<div id="case-sales-order-view">
+  <div class="container">
+    <quotation-list-view> </quotation-list-view>
+  </div>
+</div>
+<script type="text/javascript">
+  const id = { $sales_order_id };
+  {literal}
+    (function(angular, $, _) {
+      const app = angular.module('civicaseSalesOrderView', ['civicase-features']);
+      app.directive('quotationListView', function () {
+        return {
+          template: `<quotations-view sales-order-id="${id}"></quotations-view>`
+        }
+      })
+      
+      
+    })(angular, CRM.$, CRM._);
+
+    CRM.$(document).one('crmLoad', function() {
+      angular.bootstrap(document.getElementById('case-sales-order-view'), ['civicaseSalesOrderView']);
+    });
+  {/literal}
+</script>
diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index b66f7a741..6888a530f 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -33,6 +33,11 @@
     <page_callback>CRM_Civicase_Page_CaseFeaturesAngular</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
   </item>
+  <item>
+    <path>civicrm/case-features/quotations/view</path>
+    <page_callback>CRM_Civicase_Page_CaseSalesOrder</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
   <item>
     <path>civicrm/case/webforms</path>
     <page_callback>CRM_Civicase_Form_CaseWebforms</page_callback>
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index e8dcb0427..54eeefebf 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -8,7 +8,7 @@
   <log>true</log>
 
   <paths>
-    <view>civicrm/case-features?reset=1&amp;action=view&amp;lid=[id]</view>
+    <view>civicrm/case-features/quotations/view?reset=1&amp;id=[id]</view>
     <update>civicrm/case-features?reset=1&amp;action=update&amp;lid=[id]</update>
     <delete>civicrm/case-features/delete?reset=1&amp;lid=[id]</delete>
   </paths>

From 5552bf213a0ca5cc67f22f330b6ee598479d2c0d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 3 Mar 2023 07:22:51 +0100
Subject: [PATCH 034/199] BTHAB-24: Use caseutil to direct user to case
 dashboard

---
 .../directives/quotations-create.directive.js      | 14 +++++---------
 1 file changed, 5 insertions(+), 9 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index f73ae665c..e10fa5874 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -21,8 +21,9 @@
    * @param {object} crmApi4 api V4 service
    * @param {object} FeatureCaseTypes FeatureCaseTypes service
    * @param {object} SalesOrderStatus SalesOrderStatus service
+   * @param {object} CaseUtils case utility service
    */
-  function quotationsCreateController ($scope, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus) {
+  function quotationsCreateController ($scope, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus, CaseUtils) {
     const defaultCurrency = 'GBP';
     const productsCache = new Map();
     const financialTypesCache = new Map();
@@ -251,14 +252,9 @@
         $window.location.href = 'a#/quotations';
       }
 
-      const params = { id: $scope.salesOrder.case_id, return: ['case_type_category', 'case_type_id'] };
-      civicaseCrmApi('Case', 'getdetails', params)
-        .then(function (result) {
-          const categoryId = result.values[$scope.salesOrder.case_id].case_type_category;
-          $window.location.href = `../case/a/case_type_category=${categoryId}` +
-          `#/case/list?caseId=${$scope.salesOrder.case_id}&` +
-          `cf=%7B"case_type_category":"${categoryId}"%7D`;
-        });
+      CaseUtils.getDashboardLink($scope.salesOrder.case_id).then(link => {
+        $window.location.href = link;
+      });
     }
 
     /**

From dfb68c938c6dcb79d33c0653599dd9c6270aa811 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 3 Mar 2023 12:29:47 +0100
Subject: [PATCH 035/199] BTHAB-29: Refactor shared service into own folder

---
 ang/civicase-features/{ => shared}/services/case-utils.service.js | 0
 .../{ => shared}/services/currency-codes.service.js               | 0
 .../{ => shared}/services/feature-case-types.service.js           | 0
 .../{ => shared}/services/sales-order-status.service.js           | 0
 4 files changed, 0 insertions(+), 0 deletions(-)
 rename ang/civicase-features/{ => shared}/services/case-utils.service.js (100%)
 rename ang/civicase-features/{ => shared}/services/currency-codes.service.js (100%)
 rename ang/civicase-features/{ => shared}/services/feature-case-types.service.js (100%)
 rename ang/civicase-features/{ => shared}/services/sales-order-status.service.js (100%)

diff --git a/ang/civicase-features/services/case-utils.service.js b/ang/civicase-features/shared/services/case-utils.service.js
similarity index 100%
rename from ang/civicase-features/services/case-utils.service.js
rename to ang/civicase-features/shared/services/case-utils.service.js
diff --git a/ang/civicase-features/services/currency-codes.service.js b/ang/civicase-features/shared/services/currency-codes.service.js
similarity index 100%
rename from ang/civicase-features/services/currency-codes.service.js
rename to ang/civicase-features/shared/services/currency-codes.service.js
diff --git a/ang/civicase-features/services/feature-case-types.service.js b/ang/civicase-features/shared/services/feature-case-types.service.js
similarity index 100%
rename from ang/civicase-features/services/feature-case-types.service.js
rename to ang/civicase-features/shared/services/feature-case-types.service.js
diff --git a/ang/civicase-features/services/sales-order-status.service.js b/ang/civicase-features/shared/services/sales-order-status.service.js
similarity index 100%
rename from ang/civicase-features/services/sales-order-status.service.js
rename to ang/civicase-features/shared/services/sales-order-status.service.js

From 94a36f6c16631903c2e84624a2b5ac574e93edaf Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 3 Mar 2023 14:08:31 +0100
Subject: [PATCH 036/199] BTHAB-29: Filter quotations by case id

---
 ang/afsearchQuotations.aff.html | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index d81b789bc..d413ae665 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -22,5 +22,5 @@
     <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
     <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-sm-3 civicase__ui-range" />
   </div>
-  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table"></crm-search-display-table>
+  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table" filters="{case_id: routeParams.caseId}"></crm-search-display-table>
 </div>

From 40fb3a5c951cdd9426336a3f47074d0e28c92069 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 3 Mar 2023 14:43:17 +0100
Subject: [PATCH 037/199] BTHAB-29: Display quotations belonging to a case on
 case dashboard

---
 .../configs/add-quotations-tab.config.js      | 51 +++++++++++++++++++
 .../quotations-case-tab-content.html          |  3 ++
 .../services/quotations-case-tab.service.js   | 17 +++++++
 ang/civicase.ang.php                          |  1 +
 4 files changed, 72 insertions(+)
 create mode 100644 ang/civicase-features/quotations/configs/add-quotations-tab.config.js
 create mode 100644 ang/civicase-features/quotations/directives/quotations-case-tab-content.html
 create mode 100644 ang/civicase-features/quotations/services/quotations-case-tab.service.js

diff --git a/ang/civicase-features/quotations/configs/add-quotations-tab.config.js b/ang/civicase-features/quotations/configs/add-quotations-tab.config.js
new file mode 100644
index 000000000..1a38bea4b
--- /dev/null
+++ b/ang/civicase-features/quotations/configs/add-quotations-tab.config.js
@@ -0,0 +1,51 @@
+(function (angular) {
+  const module = angular.module('civicase-features');
+  const FEATURE_NAME = 'quotations';
+
+  module.config(function ($windowProvider, tsProvider, CaseDetailsTabsProvider) {
+    var $window = $windowProvider.$get();
+    var ts = tsProvider.$get();
+    var quotationsTab = {
+      name: 'Quotations',
+      label: ts('Quotations'),
+      weight: 100
+    };
+
+    if (caseTypeCategoryHasQuotationEnabled()) {
+      CaseDetailsTabsProvider.addTabs([
+        quotationsTab
+      ]);
+    }
+
+    /**
+     * Returns the current case type category parameter. This is used instead of
+     * the $location service because the later is not available at configuration
+     * time.
+     *
+     * @returns {string|null} the name of the case type category, or null.
+     */
+    function getCaseTypeCategory () {
+      var urlParamRegExp = /case_type_category=([^&]+)/i;
+      var currentSearch = decodeURIComponent($window.location.search);
+      var results = urlParamRegExp.exec(currentSearch);
+
+      return results && results[1];
+    }
+
+    /**
+     * Returns true if the current case type category has quotations
+     * features enabled
+     *
+     * @returns {boolean} true if quotations is enabled, otherwise false
+     */
+    function caseTypeCategoryHasQuotationEnabled () {
+      const caseTypeCategory = parseInt(getCaseTypeCategory());
+      const quotationCaseTypeCategories = CRM['civicase-features'].featureCaseTypes[FEATURE_NAME] || [];
+      if (Array.isArray(quotationCaseTypeCategories) && caseTypeCategory) {
+        return quotationCaseTypeCategories.includes(caseTypeCategory);
+      }
+
+      return false;
+    }
+  });
+})(angular);
diff --git a/ang/civicase-features/quotations/directives/quotations-case-tab-content.html b/ang/civicase-features/quotations/directives/quotations-case-tab-content.html
new file mode 100644
index 000000000..ba39d3404
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-case-tab-content.html
@@ -0,0 +1,3 @@
+<div class="civicase__case-tab__container">
+  <quotations-list></quotations-list>
+</div>
diff --git a/ang/civicase-features/quotations/services/quotations-case-tab.service.js b/ang/civicase-features/quotations/services/quotations-case-tab.service.js
new file mode 100644
index 000000000..2e22f7a6e
--- /dev/null
+++ b/ang/civicase-features/quotations/services/quotations-case-tab.service.js
@@ -0,0 +1,17 @@
+(function (angular, $, _) {
+  var module = angular.module('civicase');
+
+  module.service('QuotationsCaseTab', QuotationsCaseTab);
+
+  /**
+   * Quotations Case Tab service.
+   */
+  function QuotationsCaseTab () {
+    /**
+     * @returns {string} Returns tab content HTMl template url.
+     */
+    this.activeTabContentUrl = function () {
+      return '~/civicase-features/quotations/directives/quotations-case-tab-content.html';
+    };
+  }
+})(angular, CRM.$, CRM._);
diff --git a/ang/civicase.ang.php b/ang/civicase.ang.php
index 2d3188100..0e387072a 100644
--- a/ang/civicase.ang.php
+++ b/ang/civicase.ang.php
@@ -53,6 +53,7 @@
   'uibTabsetClass',
   'dialogService',
   'civicase-base',
+  'civicase-features',
 ];
 $requires = CRM_Civicase_Hook_addDependentAngularModules::invoke($requires);
 

From b1619a7035270a8464d14c5c8597ede6094a1706 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 6 Mar 2023 17:41:35 +0100
Subject: [PATCH 038/199] BTHAB-28: Prefill case/opportunity field for new
 quotations

---
 .../directives/quotations-create.directive.html       |  1 +
 .../directives/quotations-create.directive.js         |  9 ++++++---
 .../directives/quotations-list.directive.js           | 11 +++++++++--
 3 files changed, 16 insertions(+), 5 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index 91d0566a9..7fd9f28fb 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -57,6 +57,7 @@ <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
                 select: { multiple: false, allowClear: true },
                 api: caseApiParam(),
               }"
+              ng-disabled="defaultCaseId !== null"
             />
           </div>
         </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index e10fa5874..fde83de73 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -14,6 +14,7 @@
 
   /**
    * @param {object} $scope the controller scope
+   * @param {object} $location the location service
    * @param {object} $window window object of the browser
    * @param {object} CurrencyCodes CurrencyCodes service
    * @param {Function} civicaseCrmApi crm api service
@@ -23,7 +24,7 @@
    * @param {object} SalesOrderStatus SalesOrderStatus service
    * @param {object} CaseUtils case utility service
    */
-  function quotationsCreateController ($scope, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus, CaseUtils) {
+  function quotationsCreateController ($scope, $location, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus, CaseUtils) {
     const defaultCurrency = 'GBP';
     const productsCache = new Map();
     const financialTypesCache = new Map();
@@ -38,6 +39,7 @@
     $scope.handleProductChange = handleProductChange;
     $scope.handleCurrencyChange = handleCurrencyChange;
     $scope.salesOrderStatus = SalesOrderStatus.getAll();
+    $scope.defaultCaseId = $location.search().caseId || null;
     $scope.handleFinancialTypeChange = handleFinancialTypeChange;
     $scope.currencySymbol = CurrencyCodes.getSymbol(defaultCurrency);
 
@@ -70,7 +72,8 @@
           subtotal_amount: 0
         }],
         total: 0,
-        grandTotal: 0
+        grandTotal: 0,
+        case_id: $scope.defaultCaseId
       };
       $scope.total = 0;
       $scope.taxRates = [];
@@ -253,7 +256,7 @@
       }
 
       CaseUtils.getDashboardLink($scope.salesOrder.case_id).then(link => {
-        $window.location.href = link;
+        $window.location.href = `${link}&tab=Quotations`;
       });
     }
 
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index c2622de1e..41802a79c 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -14,16 +14,23 @@
 
   /**
    * @param {object} $scope the controller scope
+   * @param {object} $location the location service
    * @param {object} $window window object of the browser
    */
-  function quotationsListController ($scope, $window) {
+  function quotationsListController ($scope, $location, $window) {
     $scope.redirectToQuotationCreationScreen = redirectToQuotationCreationScreen;
 
     /**
      * Redirect user to new quotation screen
      */
     function redirectToQuotationCreationScreen () {
-      $window.location.href = '/civicrm/case-features/a#/new';
+      let url = '/civicrm/case-features/a#/new';
+      const caseId = $location.search().caseId;
+      if (caseId) {
+        url += `?caseId=${caseId}`;
+      }
+
+      $window.location.href = url;
     }
   }
 })(angular, CRM._);

From f31ba234bc820fff78e9e9e70d9f78b78c8b95e2 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 7 Mar 2023 11:38:28 +0100
Subject: [PATCH 039/199] BTHAB-26: Allow delete of quotations

---
 CRM/Civicase/DAO/CaseSalesOrder.php           |  4 +-
 CRM/Civicase/Form/CaseSalesOrderDelete.php    | 60 +++++++++++++++++++
 .../Civicase/Form/CaseSalesOrderDelete.tpl    | 21 +++++++
 xml/Menu/civicase.xml                         |  5 ++
 xml/schema/CRM/Civicase/CaseSalesOrder.xml    |  2 +-
 5 files changed, 89 insertions(+), 3 deletions(-)
 create mode 100755 CRM/Civicase/Form/CaseSalesOrderDelete.php
 create mode 100755 templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index 92d942fb4..fb42b4ccb 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:363627d2e3cd7f868f0cc2c5b89fb95b)
+ * (GenCodeChecksum:55874b05cb7ad3e78f9b0dae8f02161d)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -39,7 +39,7 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
   protected static $_paths = [
     'view' => 'civicrm/case-features/quotations/view?reset=1&id=[id]',
     'update' => 'civicrm/case-features?reset=1&action=update&lid=[id]',
-    'delete' => 'civicrm/case-features/delete?reset=1&lid=[id]',
+    'delete' => 'civicrm/case-features/quotations/delete?reset=1&id=[id]',
   ];
 
   /**
diff --git a/CRM/Civicase/Form/CaseSalesOrderDelete.php b/CRM/Civicase/Form/CaseSalesOrderDelete.php
new file mode 100755
index 000000000..b64834667
--- /dev/null
+++ b/CRM/Civicase/Form/CaseSalesOrderDelete.php
@@ -0,0 +1,60 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use CRM_Certificate_ExtensionUtil as E;
+
+/**
+ * Case sales order delete Form controller class.
+ *
+ * @see https://docs.civicrm.org/dev/en/latest/framework/quickform/
+ */
+class CRM_Civicase_Form_CaseSalesOrderDelete extends CRM_Core_Form {
+
+  /**
+   * Case sales order to delete.
+   *
+   * @var int
+   */
+  public $id;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function preProcess() {
+    CRM_Utils_System::setTitle('Delete Quotation');
+
+    $this->id = CRM_Utils_Request::retrieve('id', 'Positive', $this);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function buildQuickForm() {
+    $this->addButtons([
+      [
+        'type' => 'submit',
+        'name' => E::ts('Delete'),
+      ],
+      [
+        'type' => 'cancel',
+        'name' => E::ts('Cancel'),
+        'isDefault' => TRUE,
+      ],
+    ]);
+
+    parent::buildQuickForm();
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function postProcess() {
+    if (!empty($this->id)) {
+      CaseSalesOrder::delete()
+        ->addWhere('id', '=', $this->id)
+        ->execute();
+      CRM_Core_Session::setStatus(E::ts('Quotation is deleted successfully.'), ts('Quotation deleted'), 'success');
+    }
+  }
+
+}
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl b/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl
new file mode 100755
index 000000000..8cb19585d
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl
@@ -0,0 +1,21 @@
+<div id="bootstrap-theme">
+  <div class="alert alert-warning text-center">
+    <h1><i class="fa fa-question-circle"></i></h1>
+    <h3>{ts}Are you sure, you want to delete the record?{/ts} </h3>
+    
+    <h4>{ts}Any existing contributions will not be deleted and will still be visible on the relevant contact records{/ts}</h4>
+  </div>
+  <div class="crm-submit-buttons">
+    {include file="CRM/common/formButtons.tpl" location="bottom"}
+  </div>
+</div>
+
+<script type="text/javascript">
+  {literal}
+    CRM.$(function($) {
+      $("a[target='crm-popup']").on('crmPopupFormSuccess', function (e) {
+        CRM.refreshParent(e);
+      });
+    });
+  {/literal}
+</script>
diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index 6888a530f..bb8637f98 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -38,6 +38,11 @@
     <page_callback>CRM_Civicase_Page_CaseSalesOrder</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
   </item>
+  <item>
+    <path>civicrm/case-features/quotations/delete</path>
+    <page_callback>CRM_Civicase_Form_CaseSalesOrderDelete</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
   <item>
     <path>civicrm/case/webforms</path>
     <page_callback>CRM_Civicase_Form_CaseWebforms</page_callback>
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index 54eeefebf..4f183a37a 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -10,7 +10,7 @@
   <paths>
     <view>civicrm/case-features/quotations/view?reset=1&amp;id=[id]</view>
     <update>civicrm/case-features?reset=1&amp;action=update&amp;lid=[id]</update>
-    <delete>civicrm/case-features/delete?reset=1&amp;lid=[id]</delete>
+    <delete>civicrm/case-features/quotations/delete?reset=1&amp;id=[id]</delete>
   </paths>
 
   <field>

From 995e48bb4e943e21467ce293a88478b54ee1f523 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 7 Mar 2023 08:54:54 +0100
Subject: [PATCH 040/199] BTHAB-25: Allow edit of quotations

---
 CRM/Civicase/DAO/CaseSalesOrder.php           |  2 +-
 .../CaseSalesOrder/SalesOrderSaveAction.php   | 20 ++++++
 ang/civicase-features/app.routes.js           |  2 +-
 .../quotations-create.directive.html          |  2 +-
 .../directives/quotations-create.directive.js | 21 ++++++
 .../directives/quotations-list.directive.js   |  2 +-
 .../shared/services/case-utils.service.js     | 31 +++++++-
 .../SalesOrderSaveActionTest.php              | 70 ++++++++++++++++++-
 xml/schema/CRM/Civicase/CaseSalesOrder.xml    |  2 +-
 9 files changed, 145 insertions(+), 7 deletions(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index fb42b4ccb..b6a7f2cc8 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -38,7 +38,7 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    */
   protected static $_paths = [
     'view' => 'civicrm/case-features/quotations/view?reset=1&id=[id]',
-    'update' => 'civicrm/case-features?reset=1&action=update&lid=[id]',
+    'update' => 'civicrm/case-features/a#/quotations/new?reset=1&id=[id]',
     'delete' => 'civicrm/case-features/quotations/delete?reset=1&id=[id]',
   ];
 
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index c792172de..32a4b1baa 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -51,6 +51,7 @@ protected function writeRecord($items) {
         $result = array_pop($salesOrders);
 
         $caseSalesOrderLineAPI = CaseSalesOrderLine::save();
+        $this->removeStaleLineItems($salesOrder);
         if (!empty($result) && !empty($lineItems)) {
           array_walk($lineItems, function (&$lineItem) use ($result, $caseSalesOrderLineAPI) {
             $lineItem['sales_order_id'] = $result['id'];
@@ -72,4 +73,23 @@ protected function writeRecord($items) {
     }
   }
 
+  /**
+   * Delete line items that have been detached.
+   *
+   * @param array $salesOrder
+   *   Array of the salesorder to remove stale line items for.
+   */
+  public function removeStaleLineItems(array $salesOrder) {
+    if (empty($salesOrder['id'])) {
+      return;
+    }
+
+    $lineItemsInUse = array_column($salesOrder['items'], 'id');
+
+    CaseSalesOrderLine::delete()
+      ->addWhere('sales_order_id', '=', $salesOrder['id'])
+      ->addWhere('id', 'NOT IN', $lineItemsInUse)
+      ->execute();
+  }
+
 }
diff --git a/ang/civicase-features/app.routes.js b/ang/civicase-features/app.routes.js
index 5612883fc..739a6b1d0 100644
--- a/ang/civicase-features/app.routes.js
+++ b/ang/civicase-features/app.routes.js
@@ -10,7 +10,7 @@
         `;
       }
     });
-    $routeProvider.when('/new', {
+    $routeProvider.when('/quotations/new', {
       template: function () {
         var urlParams = UrlParametersProvider.parse(window.location.search);
         return `
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index 7fd9f28fb..c2cc7a661 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -67,7 +67,7 @@ <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
           </label>
           <div class="col-sm-5">
             <input class="form-control"
-              ng-model="salesOrder.owner"
+              ng-model="salesOrder.owner_id"
               name="owner"
               placeholder="Owner"
               crm-entityref="{
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index fde83de73..73b4b64e9 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -77,6 +77,26 @@
       };
       $scope.total = 0;
       $scope.taxRates = [];
+
+      prefillSalesOrderForUpdate();
+    }
+
+    /**
+     * Pre-fill sales order when updating sales order.
+     */
+    function prefillSalesOrderForUpdate () {
+      const salesOrderId = $location.search().id;
+
+      if (!salesOrderId) {
+        return;
+      }
+
+      CaseUtils.getSalesOrderAndLineItems(salesOrderId).then((result) => {
+        $scope.salesOrder = result;
+        $scope.salesOrder.status_id = (result.status_id).toString();
+        CRM.wysiwyg.setVal('#sales-order-description', $scope.salesOrder.description);
+        $scope.$emit('totalChange');
+      });
     }
 
     /**
@@ -86,6 +106,7 @@
      */
     function removeSalesOrderItem (index) {
       $scope.salesOrder.items.splice(index, 1);
+      $scope.$emit('totalChange');
     }
 
     /**
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index 41802a79c..d6f55eb4c 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -24,7 +24,7 @@
      * Redirect user to new quotation screen
      */
     function redirectToQuotationCreationScreen () {
-      let url = '/civicrm/case-features/a#/new';
+      let url = '/civicrm/case-features/a#/quotations/new';
       const caseId = $location.search().caseId;
       if (caseId) {
         url += `?caseId=${caseId}`;
diff --git a/ang/civicase-features/shared/services/case-utils.service.js b/ang/civicase-features/shared/services/case-utils.service.js
index bc058240e..e8ed12dfc 100644
--- a/ang/civicase-features/shared/services/case-utils.service.js
+++ b/ang/civicase-features/shared/services/case-utils.service.js
@@ -7,9 +7,16 @@
    * CaseUtils Service
    *
    * @param {object} $q ng promise object
+   * @param {object} crmApi4 api V4 service
    * @param {Function} civicaseCrmApi civicrm api service
    */
-  function CaseUtils ($q, civicaseCrmApi) {
+  function CaseUtils ($q, crmApi4, civicaseCrmApi) {
+    /**
+     * Gets the link to a case dashboard
+     *
+     * @param {number} id ID of the case
+     * @returns {Promise}  promise object
+     */
     this.getDashboardLink = function (id) {
       return $q(function (resolve, reject) {
         const params = { id, return: ['case_type_category', 'case_type_id'] };
@@ -22,5 +29,27 @@
           });
       });
     };
+
+    /**
+     * Retrieves the sales order and its line items from API
+     *
+     * @param {number} salesOrderId ID of the sales order to retrieve
+     * @returns {Promise}  promise object
+     */
+    this.getSalesOrderAndLineItems = function (salesOrderId) {
+      return $q(function (resolve, reject) {
+        crmApi4('CaseSalesOrder', 'get', {
+          select: ['*', 'case_sales_order_line.*'],
+          where: [['id', '=', salesOrderId]],
+          limit: 1,
+          chain: { items: ['CaseSalesOrderLine', 'get', { where: [['sales_order_id', '=', '$id']], select: ['*', 'product_id.name', 'financial_type_id.name'] }] }
+        }).then(async function (caseSalesOrders) {
+          if (Array.isArray(caseSalesOrders) && caseSalesOrders.length > 0) {
+            const salesOrder = caseSalesOrders.pop();
+            resolve(salesOrder);
+          }
+        });
+      });
+    };
   }
 })(angular, CRM.$, CRM._, CRM);
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
index 6cb322369..787c34c50 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
@@ -1,7 +1,7 @@
 <?php
 
-use Civi\Api4\CaseSalesOrderLine;
 use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderLine;
 use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
 
 /**
@@ -94,4 +94,72 @@ public function testSaveCaseSalesOrderTotalIsCorrect() {
     $this->assertEquals($salesOrder['total_after_tax'], 160);
   }
 
+  /**
+   * Test Case Sales Order save action updates sales order as expected.
+   */
+  public function testCaseSalesOrderIsUpdatedWithSaveAction() {
+    $salesOrderData = $this->getCaseSalesOrderData();
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData();
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData();
+
+    // Create sales order.
+    $salesOrder = CaseSalesOrder::save()
+      ->addRecord($salesOrderData)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    // Update Sales order.
+    $salesOrderData['id'] = $salesOrder['id'];
+    $salesOrderData['items'] = $salesOrder['items'];
+    $salesOrderData['notes'] = substr(md5(mt_rand()), 0, 7);
+    $salesOrderData['description'] = substr(md5(mt_rand()), 0, 7);
+    CaseSalesOrder::save()
+      ->addRecord($salesOrderData)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    // Assert that sales order was updated.
+    $updatedSalesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrder['id'])
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertEquals($salesOrderData['id'], $updatedSalesOrder['id']);
+    $this->assertEquals($salesOrderData['notes'], $updatedSalesOrder['notes']);
+    $this->assertEquals($salesOrderData['description'], $updatedSalesOrder['description']);
+  }
+
+  /**
+   * Test line items not included in case sales order update data are removed.
+   */
+  public function testDetachedLineItemsAreRemovedFromSalesOrderOnUpdate() {
+    $salesOrderData = $this->getCaseSalesOrderData();
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData();
+    $salesOrderData['items'][] = $this->getCaseSalesOrderLineData();
+
+    $salesOrder = CaseSalesOrder::save()
+      ->addRecord($salesOrderData)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    $this->assertCount(2, $salesOrder['items']);
+
+    // Perform update with single line item.
+    $salesOrderData['id'] = $salesOrder['id'];
+    $salesOrderData['items'] = [$salesOrder['items'][0]];
+    CaseSalesOrder::save()
+      ->addRecord($salesOrderData)
+      ->execute()
+      ->jsonSerialize()[0];
+
+    // Assert that sales order has only one line item.
+    $salesOrderLine = CaseSalesOrderLine::get()
+      ->addWhere('sales_order_id', '=', $salesOrder['id'])
+      ->execute()
+      ->jsonSerialize();
+
+    $this->assertCount(1, $salesOrderLine);
+    $this->assertEquals($salesOrder['items'][0]['id'], $salesOrderLine[0]['id']);
+  }
+
 }
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index 4f183a37a..13866e93e 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -9,7 +9,7 @@
 
   <paths>
     <view>civicrm/case-features/quotations/view?reset=1&amp;id=[id]</view>
-    <update>civicrm/case-features?reset=1&amp;action=update&amp;lid=[id]</update>
+    <update>civicrm/case-features/a#/quotations/new?reset=1&amp;id=[id]</update>
     <delete>civicrm/case-features/quotations/delete?reset=1&amp;id=[id]</delete>
   </paths>
 

From 253c8b4eb34440a7180d2b86c8638297f9842c66 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 7 Mar 2023 09:00:59 +0100
Subject: [PATCH 041/199] BTHAB-25: Set quotations list as default page

---
 CRM/Civicase/Page/CaseFeaturesAngular.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CRM/Civicase/Page/CaseFeaturesAngular.php b/CRM/Civicase/Page/CaseFeaturesAngular.php
index 8440ff91e..a6cad6eb1 100644
--- a/CRM/Civicase/Page/CaseFeaturesAngular.php
+++ b/CRM/Civicase/Page/CaseFeaturesAngular.php
@@ -23,7 +23,7 @@ public function run() {
     $loader->addModules(['crmApp', 'civicase-features']);
     \Civi::resources()->addSetting([
       'crmApp' => [
-        'defaultRoute' => '/',
+        'defaultRoute' => '/quotations',
       ],
     ]);
 

From 7b56cf054cf520e6e67d7534717db1c09407b287 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 9 Mar 2023 12:47:47 +0100
Subject: [PATCH 042/199] BTHAB-46: Allow user to apply bulk discount to
 quotations

---
 ang/civicase-features.ang.php                 |  1 +
 .../quotations-discount.directive.html        | 51 +++++++++++++++++++
 .../quotations-discount.directive.js          | 51 +++++++++++++++++++
 civicase.php                                  | 12 +++++
 4 files changed, 115 insertions(+)
 create mode 100644 ang/civicase-features/quotations/directives/quotations-discount.directive.html
 create mode 100644 ang/civicase-features/quotations/directives/quotations-discount.directive.js

diff --git a/ang/civicase-features.ang.php b/ang/civicase-features.ang.php
index 858904c7d..7ff99777d 100644
--- a/ang/civicase-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -67,6 +67,7 @@ function set_case_sales_order_status(&$options) {
 
 $requires = [
   'api4',
+  'crmUi',
   'crmUtil',
   'civicase',
   'civicase-base',
diff --git a/ang/civicase-features/quotations/directives/quotations-discount.directive.html b/ang/civicase-features/quotations/directives/quotations-discount.directive.html
new file mode 100644
index 000000000..596b1fa6e
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-discount.directive.html
@@ -0,0 +1,51 @@
+<div id="bootstrap-theme" class="civicase__container" crm-dialog="crmSearchTask">
+  <h1 class="text-center" style="margin-bottom: 2em">Apply Discount</h1>
+
+  <form name="bulkDiscount" class="form-horizontal" ng-controller="quotationsDiscountController as $ctrl">
+
+    <div class="row">
+      <div ng-show="$ctrl.stage === 'done'">{{$ctrl.completedMessage}}</div>
+    </div>
+
+    <div class="form-group row" style="margin-bottom: 2em; display: flex; justify-content: center;">
+      <label class="col-sm-2 control-label required-mark">
+        Select Product
+      </label>
+      <div class="col-sm-5">
+        <input class="form-control"
+          ng-model="$ctrl.products"
+          placeholder="Product"
+          crm-entityref="{
+            entity: 'Product',
+            create: true,
+            select: { allowClear: true, 'minimumInputLength': 0, create: true, multiple: true }
+          }"
+          ng-minlength="1"
+          required
+        />
+      </div>
+    </div>
+
+    <div class="form-group row" style="margin-bottom: 2em; display: flex; justify-content: center;">
+      <label class="col-sm-2 control-label required-mark">
+        Discount (%)
+      </label>
+      <div class="col-sm-5">
+        <div class="input-group" style="width: 100%;">
+          <input required type="number" min="0" max="100" name="discount" placeholder="Discount" ng-model="$ctrl.discount" class="form-control" />
+        </div>
+      </div>
+    </div>
+
+
+    <div class="form-group row">
+      <div class="col-sm-12">
+        <div class="clearfix">
+          <crm-dialog-button text="ts('Confirm')" icons="{primary: $ctrl.run ? 'fa-spin fa-spinner' : 'fa-file-text'}" on-click="$ctrl.applyDiscount()" disabled="$ctrl.run || $ctrl.stage === 'done' || !bulkDiscount.$valid" ></crm-dialog-button>
+          <crm-dialog-button text="ts(($ctrl.stage === 'done') ? 'Close' : 'Cancel')" icons="{primary: 'fa-times'}" on-click="$ctrl.cancel()" disabled="$ctrl.run" ></crm-dialog-button>
+        </div>
+      </div>
+    </div>
+
+  </form>
+</div>
diff --git a/ang/civicase-features/quotations/directives/quotations-discount.directive.js b/ang/civicase-features/quotations/directives/quotations-discount.directive.js
new file mode 100644
index 000000000..395631fb0
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-discount.directive.js
@@ -0,0 +1,51 @@
+(function (angular, _) {
+  var module = angular.module('civicase-features');
+
+  module.directive('quotationsDiscount', function () {
+    return {
+      restrict: 'E',
+      controller: 'quotationsDiscountController',
+      templateUrl: '~/civicase-features/quotations/directives/quotations-discount.directive.html',
+      scope: {}
+    };
+  });
+
+  module.controller('quotationsDiscountController', quotationsDiscountController);
+
+  /**
+   * @param {object} $q ng-promise object
+   * @param {object} $scope the controller scope
+   * @param {object} crmApi4 api V4 service
+   * @param {object} searchTaskBaseTrait searchkit trait
+   * @param {object} CaseUtils case utility service
+   */
+  function quotationsDiscountController ($q, $scope, crmApi4, searchTaskBaseTrait, CaseUtils) {
+    $scope.ts = CRM.ts('civicase');
+    const ctrl = angular.extend(this, $scope.model, searchTaskBaseTrait);
+    ctrl.stage = 'form';
+    $scope.submitInProgress = false;
+
+    this.applyDiscount = () => {
+      $q(async function (resolve, reject) {
+        const updatedSalesOrder = {};
+
+        for (const salesOrderId of ctrl.ids) {
+          const result = await CaseUtils.getSalesOrderAndLineItems(salesOrderId);
+          const selectedProducts = ctrl.products.split(',');
+          result.items.forEach((lineItem, index) => {
+            // The line item is part of the product user desires to apply discount to
+            if (lineItem.product_id && selectedProducts.includes((lineItem.product_id).toString())) {
+              const newDiscount = result.items[index].discounted_percentage + ctrl.discount;
+              result.items[index].discounted_percentage = Math.min(100, newDiscount);
+              updatedSalesOrder[salesOrderId] = result;
+            }
+          });
+        }
+
+        await crmApi4('CaseSalesOrder', 'save', { records: Object.values(updatedSalesOrder) });
+        ctrl.close();
+        CRM.alert(`Discount applied to ${Object.values(updatedSalesOrder).length} Quotation(s) successfully`, ts('Success'), 'success');
+      });
+    };
+  }
+})(angular, CRM._);
diff --git a/civicase.php b/civicase.php
index b929068e4..a94060994 100644
--- a/civicase.php
+++ b/civicase.php
@@ -548,3 +548,15 @@ function civicase_civicrm_alterMailParams(&$params, $context) {
     $hook->run($params, $context);
   }
 }
+
+/**
+ * Implements hook_civicrm_searchKitTasks().
+ */
+function civicase_civicrm_searchKitTasks(array &$tasks, bool $checkPermissions, ?int $userID) {
+  $tasks['CaseSalesOrder']['add_discount'] = [
+    'module' => 'civicase-features',
+    'icon'  => 'fa-percent',
+    'title' => ts('Add Discount'),
+    'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-discount.directive.html'],
+  ];
+}

From 6180ad266cbcab47a2f82be1c6cd505d38741c67 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 8 Mar 2023 15:58:00 +0100
Subject: [PATCH 043/199] BTHAB-44: Add quotations field to contribution
 settings

---
 ...dQuotationsNotesToContributionSettings.php | 61 +++++++++++++++++++
 .../SaveQuotationsNotesSettings.php           | 50 +++++++++++++++
 civicase.php                                  |  2 +
 3 files changed, 113 insertions(+)
 create mode 100644 CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
 create mode 100644 CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php

diff --git a/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php b/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
new file mode 100644
index 000000000..2f375b52d
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
@@ -0,0 +1,61 @@
+<?php
+
+/**
+ * Add Quotations Note field.
+ */
+class CRM_Civicase_Hook_BuildForm_AddQuotationsNotesToContributionSettings {
+
+  /**
+   * Adds the Quotations Note Form field.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    if (!$this->shouldRun($formName)) {
+      return;
+    }
+
+    $this->addQuotationsNoteField($form);
+  }
+
+  /**
+   * Checks if this shook should run.
+   *
+   * @param string $formName
+   *   Form Name.
+   *
+   * @return bool
+   *   True if the hook should run.
+   */
+  public function shouldRun($formName) {
+    return $formName == CRM_Admin_Form_Preferences_Contribute::class;
+  }
+
+  /**
+   * Add Quotations note fields.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   */
+  public function addQuotationsNoteField(CRM_Core_Form &$form) {
+    $fieldName = 'quotations_notes';
+    $field = [
+      $fieldName => [
+        'html_type' => 'wysiwyg',
+        'title' => ts('Terms/Notes for Quotations'),
+        'weight' => 5,
+        'description' => ts('Enter note or message to be displyaed on quotations'),
+        'attributes' => ['rows' => 2, 'cols' => 40],
+      ],
+    ];
+
+    $form->add('wysiwyg', $fieldName, $field[$fieldName]['title'], $field[$fieldName]['attributes']);
+    $form->assign('htmlFields', array_merge($form->get_template_vars('htmlFields'), $field));
+    $value = Civi::settings()->get($fieldName) ?? NULL;
+    $form->setDefaults(array_merge($form->_defaultValues, [$fieldName => $value]));
+  }
+
+}
diff --git a/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php b/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php
new file mode 100644
index 000000000..a1d3d8a1f
--- /dev/null
+++ b/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php
@@ -0,0 +1,50 @@
+<?php
+
+/**
+ * Save Quotations Note field.
+ */
+class CRM_Civicase_Hook_PostProcess_SaveQuotationsNotesSettings {
+
+  /**
+   * Saves the Quotations Note Form field.
+   *
+   * @param string $formName
+   *   Form Name.
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   */
+  public function run($formName, CRM_Core_Form $form) {
+    if (!$this->shouldRun($form, $formName)) {
+      return;
+    }
+
+    $this->saveQuotationsNoteField($form);
+  }
+
+  /**
+   * Checks if this shook should run.
+   *
+   * @param string $formName
+   *   Form Name.
+   *
+   * @return bool
+   *   True if the hook should run.
+   */
+  public function shouldRun($formName) {
+    return $formName == CRM_Admin_Form_Preferences_Contribute::class;
+  }
+
+  /**
+   * Saves the Quotations Note Form field.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   */
+  public function saveQuotationsNoteField(CRM_Core_Form &$form) {
+    $values = $form->getVar('_submitValues');
+    if (!empty($values['quotations_notes'])) {
+      Civi::settings()->set('quotations_notes', $values['quotations_notes']);
+    }
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index a94060994..86c24e379 100644
--- a/civicase.php
+++ b/civicase.php
@@ -176,6 +176,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_PdfFormButtonsLabelChange(),
     new CRM_Civicase_Hook_BuildForm_AddScriptToCreatePdfForm(),
     new CRM_Civicase_Hook_BuildForm_AddCaseCategoryFeaturesField(),
+    new CRM_Civicase_Hook_BuildForm_AddQuotationsNotesToContributionSettings(),
   ];
 
   foreach ($hooks as $hook) {
@@ -293,6 +294,7 @@ function civicase_civicrm_postProcess($formName, &$form) {
     new CRM_Civicase_Hook_PostProcess_HandleDraftActivity(),
     new CRM_Civicase_Hook_PostProcess_SaveCaseCategoryCustomFields(),
     new CRM_Civicase_Hook_PostProcess_SaveCaseCategoryFeature(),
+    new CRM_Civicase_Hook_PostProcess_SaveQuotationsNotesSettings(),
   ];
 
   foreach ($hooks as $hook) {

From af646cbed9b609cb21ac1e10013a4f80d4be390a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 13 Mar 2023 12:40:00 +0100
Subject: [PATCH 044/199] BTHAB-47: Remove title from quotation view

---
 .../quotations/directives/quotations-view.directive.html         | 1 -
 1 file changed, 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index 1249179f5..ebb02087e 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -1,5 +1,4 @@
 <div id="bootstrap-theme" class="civicase__container">
-  <h1 crm-page-title>{{ ts('Quotations') }}</h1>
 
   <div class="row">
     <div class="col-md-12">

From 960f5884e7313ebd53cb37a07fc38b1044331b35 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 13 Mar 2023 12:48:21 +0100
Subject: [PATCH 045/199] BTHAB-47: Resolve prospect contact tab not loading

---
 CRM/Civicase/Page/CaseAngular.php | 2 +-
 ang/civicase.ang.php              | 1 -
 civicase.php                      | 2 +-
 3 files changed, 2 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Page/CaseAngular.php b/CRM/Civicase/Page/CaseAngular.php
index 0ea8ad317..a871565f1 100644
--- a/CRM/Civicase/Page/CaseAngular.php
+++ b/CRM/Civicase/Page/CaseAngular.php
@@ -20,7 +20,7 @@ class CRM_Civicase_Page_CaseAngular extends \CRM_Core_Page {
   public function run() {
     $loader = Civi::service('angularjs.loader');
     $loader->setPageName('civicrm/case/a');
-    $loader->addModules(['crmApp', 'civicase']);
+    $loader->addModules(['crmApp', 'civicase', 'civicase-features']);
     \Civi::resources()->addSetting([
       'crmApp' => [
         'defaultRoute' => '/case/list',
diff --git a/ang/civicase.ang.php b/ang/civicase.ang.php
index 0e387072a..2d3188100 100644
--- a/ang/civicase.ang.php
+++ b/ang/civicase.ang.php
@@ -53,7 +53,6 @@
   'uibTabsetClass',
   'dialogService',
   'civicase-base',
-  'civicase-features',
 ];
 $requires = CRM_Civicase_Hook_addDependentAngularModules::invoke($requires);
 
diff --git a/civicase.php b/civicase.php
index 86c24e379..ad655bbfa 100644
--- a/civicase.php
+++ b/civicase.php
@@ -28,7 +28,7 @@ function civicase_civicrm_tabset($tabsetName, &$tabs, $context) {
 
   if ($useAng) {
     $loader = Civi::service('angularjs.loader');
-    $loader->addModules('civicase');
+    $loader->addModules(['civicase', 'civicase-features']);
   }
 }
 

From 3e3cfebe9da89e199a77683a1f3b762b1a51830a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 13 Mar 2023 12:53:56 +0100
Subject: [PATCH 046/199] BTHAB-47: Create view to list contact quotations

---
 ang/afsearchContactQuotations.aff.html        | 23 +++++++++++++++++++
 ang/afsearchContactQuotations.aff.json        | 16 +++++++++++++
 ang/civicase-features.ang.php                 |  1 +
 .../directives/quotations-list.directive.html |  8 +++++--
 .../directives/quotations-list.directive.js   | 10 +++++++-
 5 files changed, 55 insertions(+), 3 deletions(-)
 create mode 100644 ang/afsearchContactQuotations.aff.html
 create mode 100644 ang/afsearchContactQuotations.aff.json

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
new file mode 100644
index 000000000..0a5239b33
--- /dev/null
+++ b/ang/afsearchContactQuotations.aff.html
@@ -0,0 +1,23 @@
+<div af-fieldset="">
+  <div class="af-container af-layout-inline civicase__case-filter-form-elements civicase__features-filters">
+    <af-field name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
+    <button class="btn btn-primary btn-sm civicase__case-filter-panel__button" ng-click="expanded = !expanded">
+    <span ng-if="expanded">
+      {{ ts('Hide Filter') }}
+      <i class="fa fa-chevron-up"/>
+    </span>
+    <span ng-if="!expanded">
+      {{ ts('Show Filter') }}
+      <i class="fa fa-chevron-down"/>
+    </span>
+    </button>
+  </div>
+  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+    <af-field name="owner_id" class="col-sm-3" />
+  </div>
+  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
+    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-sm-3 civicase__ui-range" />
+  </div>
+  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: routeParams.cid}"></crm-search-display-table>
+</div>
diff --git a/ang/afsearchContactQuotations.aff.json b/ang/afsearchContactQuotations.aff.json
new file mode 100644
index 000000000..3236e4480
--- /dev/null
+++ b/ang/afsearchContactQuotations.aff.json
@@ -0,0 +1,16 @@
+{
+  "type": "search",
+  "requires": [],
+  "title": "Contact Quotations",
+  "description": "",
+  "is_dashlet": false,
+  "is_public": false,
+  "is_token": false,
+  "server_route": "",
+  "permission": "access CiviCRM",
+  "entity_type": null,
+  "join_entity": null,
+  "contact_summary": null,
+  "redirect": null,
+  "create_submission": null
+}
diff --git a/ang/civicase-features.ang.php b/ang/civicase-features.ang.php
index 7ff99777d..e638009d0 100644
--- a/ang/civicase-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -72,6 +72,7 @@ function set_case_sales_order_status(&$options) {
   'civicase',
   'civicase-base',
   'afsearchQuotations',
+  'afsearchContactQuotations',
 ];
 
 return [
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index 5eb5ff503..cb3e2e95c 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -1,5 +1,5 @@
 <div id="bootstrap-theme" class="civicase__container">
-  <h1 crm-page-title>{{ ts('Manage Quotations') }}</h1>
+  <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
 
     <a
       ng-click="redirectToQuotationCreationScreen()"
@@ -10,7 +10,11 @@ <h1 crm-page-title>{{ ts('Manage Quotations') }}</h1>
 
   <div class="panel panel-default">
     <div class="panel-body">
-      <afsearch-quotations class="ng-isolate-scope"> </afsearch-quotations>
+      <div ng-switch="view">
+        <afsearch-contact-quotations ng-switch-when="contact"> </afsearch-contact-quotations>
+        <afsearch-quotations ng-switch-default> </afsearch-quotations>
+      </div>
+      
     </div>
   </div>
 </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index d6f55eb4c..65d9bac4f 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -6,7 +6,10 @@
       restrict: 'E',
       controller: 'quotationsListController',
       templateUrl: '~/civicase-features/quotations/directives/quotations-list.directive.html',
-      scope: {}
+      scope: {
+        view: '@',
+        contactId: '@'
+      }
     };
   });
 
@@ -20,6 +23,11 @@
   function quotationsListController ($scope, $location, $window) {
     $scope.redirectToQuotationCreationScreen = redirectToQuotationCreationScreen;
 
+    (function init () {
+      if ($scope.contactId) {
+        $location.search().cid = $scope.contactId;
+      }
+    }());
     /**
      * Redirect user to new quotation screen
      */

From ad42e0e4069012ba8906a584fce4f36959801052 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 13 Mar 2023 12:57:04 +0100
Subject: [PATCH 047/199] BTHAB-47: Display contact quotations on contact tab

---
 .../Hook/Tabset/CaseCategoryTabAdd.php        | 15 ++++--
 .../Hook/Tabset/CaseSalesOrderTabAdd.php      | 47 +++++++++++++++++++
 .../Page/ContactCaseSalesOrderTab.php         | 28 +++++++++++
 .../Page/ContactCaseSalesOrderTab.tpl         | 16 +++++++
 xml/Menu/civicase.xml                         |  5 ++
 5 files changed, 108 insertions(+), 3 deletions(-)
 create mode 100644 CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
 create mode 100644 CRM/Civicase/Page/ContactCaseSalesOrderTab.php
 create mode 100644 templates/CRM/Civicase/Page/ContactCaseSalesOrderTab.tpl

diff --git a/CRM/Civicase/Hook/Tabset/CaseCategoryTabAdd.php b/CRM/Civicase/Hook/Tabset/CaseCategoryTabAdd.php
index 2f87fd3de..6e53bcfc6 100644
--- a/CRM/Civicase/Hook/Tabset/CaseCategoryTabAdd.php
+++ b/CRM/Civicase/Hook/Tabset/CaseCategoryTabAdd.php
@@ -8,6 +8,13 @@
  */
 class CRM_Civicase_Hook_Tabset_CaseCategoryTabAdd {
 
+  /**
+   * Case tab last weight.
+   *
+   * @var int
+   */
+  public $caseTabWeight;
+
   /**
    * Determines what happens if the hook is handled.
    *
@@ -26,6 +33,8 @@ public function run($tabsetName, array &$tabs, array $context, &$useAng) {
     }
 
     $this->addCaseCategoryContactTabs($tabs, $context['contact_id'], $useAng);
+    $caseSalesOrdertab = new CRM_Civicase_Hook_Tabset_CaseSalesOrderTabAdd();
+    $caseSalesOrdertab->addCaseSalesOrderTab($tabs, $context['contact_id'], $this->caseTabWeight++);
   }
 
   /**
@@ -49,7 +58,7 @@ private function addCaseCategoryContactTabs(array &$tabs, $contactID, &$useAng)
     }
 
     $permissionService = new CaseCategoryPermission();
-    $caseTabWeight = $this->getCaseTabWeight($tabs);
+    $this->caseTabWeight = $this->getCaseTabWeight($tabs);
     foreach ($result['values'] as $caseCategory) {
       $caseCategoryPermissions = $permissionService->get($caseCategory['name']);
       $permissionsToCheck = $this->getBasicCaseCategoryPermissions($caseCategoryPermissions);
@@ -57,7 +66,7 @@ private function addCaseCategoryContactTabs(array &$tabs, $contactID, &$useAng)
         continue;
       }
 
-      $caseTabWeight++;
+      $this->caseTabWeight++;
       $useAng = TRUE;
       $icon = !empty($caseCategory['icon']) ? "crm-i {$caseCategory['icon']}" : '';
       $tabs[] = [
@@ -67,7 +76,7 @@ private function addCaseCategoryContactTabs(array &$tabs, $contactID, &$useAng)
           'case_type_category' => $caseCategory['value'],
         ]),
         'title' => ucfirst(strtolower($caseCategory['label'])),
-        'weight' => $caseTabWeight,
+        'weight' => $this->caseTabWeight,
         'count' => CaseCategoryHelper::getCaseCount($caseCategory['name'], $contactID),
         'class' => 'livePage',
         'icon' => $icon,
diff --git a/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php b/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
new file mode 100644
index 000000000..b75de3319
--- /dev/null
+++ b/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
@@ -0,0 +1,47 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+
+/**
+ * Hook Class to add case sales order tab to contact.
+ */
+class CRM_Civicase_Hook_Tabset_CaseSalesOrderTabAdd {
+
+  /**
+   * Add Case Sales Order Tab.
+   *
+   * @param array $tabs
+   *   Tabs list.
+   * @param int $contactID
+   *   Contact ID.
+   * @param bool $weight
+   *   Weight to position the tab.
+   */
+  public function addCaseSalesOrderTab(array &$tabs, $contactID, $weight) {
+    $tabs[] = [
+      'id' => 'quotations',
+      'url' => CRM_Utils_System::url("civicrm/case-features/quotations/contact-tab?cid=$contactID"),
+      'title' => 'Quotations',
+      'weight' => $weight,
+      'count' => $this->getContactSalesOrderCount($contactID),
+      'icon' => '',
+    ];
+  }
+
+  /**
+   * Returns the number of sales order owned by a contact.
+   *
+   * @param int $contactID
+   *   Contact ID to retrieve count for.
+   */
+  public function getContactSalesOrderCount(int $contactID) {
+    $result = CaseSalesOrder::get()
+      ->addSelect('COUNT(id) AS count')
+      ->addWhere('client_id', '=', $contactID)
+      ->execute()
+      ->jsonSerialize();
+
+    return $result[0]['count'];
+  }
+
+}
diff --git a/CRM/Civicase/Page/ContactCaseSalesOrderTab.php b/CRM/Civicase/Page/ContactCaseSalesOrderTab.php
new file mode 100644
index 000000000..678b9e65f
--- /dev/null
+++ b/CRM/Civicase/Page/ContactCaseSalesOrderTab.php
@@ -0,0 +1,28 @@
+<?php
+
+/**
+ * Class CRM_Civicase_Page_ContactCaseSalesOrderTab.
+ *
+ * Returns page that list quotations belonging to a contact.
+ */
+class CRM_Civicase_Page_ContactCaseSalesOrderTab extends CRM_Core_Page {
+
+  /**
+   * Run Function.
+   *
+   * Sets variables required by the Page template.
+   *
+   * @return string
+   *   The content generated by running this page
+   */
+  public function run() {
+    /** @var \Civi\Angular\AngularLoader $loader */
+    $loader = Civi::service('angularjs.loader');
+    $loader->addModules(['crmApp', 'civicase-features']);
+    $contactId = CRM_Utils_Request::retrieveValue('cid', 'Positive');
+    $this->assign('contactId', $contactId);
+
+    return parent::run();
+  }
+
+}
diff --git a/templates/CRM/Civicase/Page/ContactCaseSalesOrderTab.tpl b/templates/CRM/Civicase/Page/ContactCaseSalesOrderTab.tpl
new file mode 100644
index 000000000..b7ec9b85e
--- /dev/null
+++ b/templates/CRM/Civicase/Page/ContactCaseSalesOrderTab.tpl
@@ -0,0 +1,16 @@
+<div id="case-sales-order-contact-tab">
+  <div class="container">
+    <quotations-list view="contact" contact-id="{$contactId}"> </quotations-list>
+  </div>
+</div>
+<script type="text/javascript">
+  {literal}
+    (function(angular, $, _) {
+      const app = angular.module('civicaseSalesOrderContactTab', ['civicase-features']);
+    })(angular, CRM.$, CRM._);
+
+    CRM.$(document).one('crmLoad', function() {
+      angular.bootstrap(document.getElementById('case-sales-order-contact-tab'), ['civicaseSalesOrderContactTab']);
+    });
+  {/literal}
+</script>
diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index bb8637f98..2c96e4703 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -43,6 +43,11 @@
     <page_callback>CRM_Civicase_Form_CaseSalesOrderDelete</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
   </item>
+  <item>
+    <path>civicrm/case-features/quotations/contact-tab</path>
+    <page_callback>CRM_Civicase_Page_ContactCaseSalesOrderTab</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
   <item>
     <path>civicrm/case/webforms</path>
     <page_callback>CRM_Civicase_Form_CaseWebforms</page_callback>

From cd48c8a980bfeb8c06fd1abbefedeed862a62f1d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Mar 2023 18:19:00 +0100
Subject: [PATCH 048/199] BTHAB-21: Allow quotation to be filtered by
 description

---
 ang/afsearchContactQuotations.aff.html | 7 +++++++
 ang/afsearchQuotations.aff.html        | 7 +++++++
 2 files changed, 14 insertions(+)

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
index 0a5239b33..82538824a 100644
--- a/ang/afsearchContactQuotations.aff.html
+++ b/ang/afsearchContactQuotations.aff.html
@@ -14,6 +14,7 @@
   </div>
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
     <af-field name="owner_id" class="col-sm-3" />
+    <af-field name="description" class="col-sm-3" />
   </div>
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
     <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
@@ -21,3 +22,9 @@
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: routeParams.cid}"></crm-search-display-table>
 </div>
+<style>
+  #description-3 {
+    height: 30px;
+    padding: 4px 10px;
+  }
+</style>
diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index d413ae665..fdf746f7a 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -17,6 +17,7 @@
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
     <af-field name="client_id" class="col-sm-3" />
     <af-field name="owner_id" class="col-sm-3" />
+    <af-field name="description" class="col-sm-3" />
   </div>
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
     <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
@@ -24,3 +25,9 @@
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table" filters="{case_id: routeParams.caseId}"></crm-search-display-table>
 </div>
+<style>
+  #description-3 {
+    height: 30px;
+    padding: 4px 10px;
+  }
+</style>

From 35dc2d0b1e7f022d489b343ff139f829688569c8 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:06:17 +0100
Subject: [PATCH 049/199] BTHAB-43: Create Sales Order template workflow

---
 .../WorkflowMessage/SalesOrderInvoice.php     | 55 +++++++++++++++++++
 1 file changed, 55 insertions(+)
 create mode 100644 CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php

diff --git a/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
new file mode 100644
index 000000000..0afad867a
--- /dev/null
+++ b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
@@ -0,0 +1,55 @@
+<?php
+
+use Civi\WorkflowMessage\GenericWorkflowMessage;
+
+/**
+ * Invoice for case sales order(Quotations).
+ *
+ * @support template-only
+ *
+ * @method ?string getTerms()
+ * @method $this setTerms(?string $terms)
+ * @method ?array getSalesOrder()
+ * @method $this setSalesOrder(?array $salesOrder)
+ * @method ?array getDomainLocation()
+ * @method $this setDomainLocation(?array $domainLocation)
+ * @method ?string getDomainLogo()
+ * @method $this setDomainLogo(?string $logo)
+ */
+class CRM_Civicase_WorkflowMessage_SalesOrderInvoice extends GenericWorkflowMessage {
+
+  public const WORKFLOW = 'sales_order_invoice';
+
+  /**
+   * Quotation Terms.
+   *
+   * @var string
+   * @scope tplParams
+   */
+  public $terms;
+
+  /**
+   * Sales Order object.
+   *
+   * @var array
+   * @scope tplParams as sales_order
+   */
+  protected $salesOrder;
+
+  /**
+   * Domain location information.
+   *
+   * @var array
+   * @scope tplParams as domain_location
+   */
+  protected $domainLocation;
+
+  /**
+   * Domain Orgnanisation Image URL.
+   *
+   * @var array
+   * @scope tplParams as domain_logo
+   */
+  protected $domainLogo;
+
+}

From ae4a0bb03fca23df7d7ff64f3ee843b279b256bc Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:07:15 +0100
Subject: [PATCH 050/199] BTHAB-43: Create salesorder invoice template on
 update/install

---
 .../Setup/Manage/QuotationTemplateManager.php |  84 +++++++++++
 CRM/Civicase/Upgrader.php                     |   5 +
 CRM/Civicase/Upgrader/Steps/Step0019.php      |  20 ++-
 .../MessageTemplate/QuotationInvoice.tpl      | 134 ++++++++++++++++++
 4 files changed, 239 insertions(+), 4 deletions(-)
 create mode 100644 CRM/Civicase/Setup/Manage/QuotationTemplateManager.php
 create mode 100644 templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl

diff --git a/CRM/Civicase/Setup/Manage/QuotationTemplateManager.php b/CRM/Civicase/Setup/Manage/QuotationTemplateManager.php
new file mode 100644
index 000000000..bed8ba95f
--- /dev/null
+++ b/CRM/Civicase/Setup/Manage/QuotationTemplateManager.php
@@ -0,0 +1,84 @@
+<?php
+
+use Civi\Api4\MessageTemplate;
+use Civi\Api4\OptionValue;
+use CRM_Civicase_ExtensionUtil as E;
+use CRM_Civicase_WorkflowMessage_SalesOrderInvoice as SalesOrderInvoice;
+
+/**
+ * Manages Quotation Invoice Template.
+ */
+class CRM_Civicase_Setup_Manage_QuotationTemplateManager extends CRM_Civicase_Setup_Manage_AbstractManager {
+
+  /**
+   * Adds custom quotation invoice template.
+   */
+  public function create(): void {
+    $messageTemplate = MessageTemplate::get(FALSE)
+      ->addSelect('id')
+      ->addWhere('workflow_name', '=', SalesOrderInvoice::WORKFLOW)
+      ->execute()
+      ->first();
+
+    $templatePath = E::path('/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl');
+    $templateBodyHtml = file_get_contents($templatePath);
+
+    $params = [
+      'workflow_name' => SalesOrderInvoice::WORKFLOW,
+      'msg_title' => 'Quotation Invoice',
+      'msg_subject' => 'Quotation Invoice',
+      'msg_html' => $templateBodyHtml,
+      'is_reserved' => 0,
+      'is_default' => 1,
+    ];
+
+    if (!empty($messageTemplate)) {
+      $params = array_merge(['id' => $messageTemplate['id']], $params);
+    }
+
+    $optionValue = OptionValue::get(FALSE)
+      ->addWhere('option_group_id:name', '=', 'msg_tpl_workflow_case')
+      ->addWhere('name', '=', SalesOrderInvoice::WORKFLOW)
+      ->execute()
+      ->first();
+
+    if (empty($optionValue)) {
+      $optionValue = OptionValue::create(FALSE)
+        ->addValue('option_group_id.name', 'msg_tpl_workflow_case')
+        ->addValue('label', 'Quotation Invoice')
+        ->addValue('name', SalesOrderInvoice::WORKFLOW)
+        ->execute()
+        ->first();
+    }
+
+    $params['workflow_id'] = $optionValue['id'];
+
+    MessageTemplate::save(FALSE)->addRecord($params)->execute();
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function remove(): void {
+    MessageTemplate::delete(FALSE)
+      ->addWhere('workflow_name', '=', SalesOrderInvoice::WORKFLOW)
+      ->execute();
+
+    OptionValue::delete(FALSE)
+      ->addWhere('option_group_id:name', '=', 'msg_tpl_workflow_case')
+      ->addWhere('name', '=', SalesOrderInvoice::WORKFLOW)
+      ->execute()
+      ->first();
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function toggle($status): void {
+    MessageTemplate::update(FALSE)
+      ->addValue('is_active', $status)
+      ->addWhere('workflow_name', '=', SalesOrderInvoice::WORKFLOW)
+      ->execute();
+  }
+
+}
diff --git a/CRM/Civicase/Upgrader.php b/CRM/Civicase/Upgrader.php
index 2e683909b..f188ebf40 100644
--- a/CRM/Civicase/Upgrader.php
+++ b/CRM/Civicase/Upgrader.php
@@ -17,6 +17,7 @@
 use CRM_Civicase_Setup_AddMyActivitiesMenu as AddMyActivitiesMenu;
 use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryFeaturesManager;
 use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
+use CRM_Civicase_Setup_Manage_QuotationTemplateManager as QuotationTemplateManager;
 
 /**
  * Collection of upgrade steps.
@@ -152,6 +153,7 @@ public function install() {
     $this->createManageCasesMenuItem();
     (new CaseTypeCategoryFeaturesManager())->create();
     (new CaseSalesOrderStatusManager())->create();
+    (new QuotationTemplateManager())->create();
   }
 
   /**
@@ -250,6 +252,7 @@ public function uninstall() {
 
     (new CaseTypeCategoryFeaturesManager())->remove();
     (new CaseSalesOrderStatusManager())->remove();
+    (new QuotationTemplateManager())->remove();
   }
 
   /**
@@ -417,6 +420,7 @@ public function enable() {
 
     (new CaseTypeCategoryFeaturesManager())->enable();
     (new CaseSalesOrderStatusManager())->enable();
+    (new QuotationTemplateManager())->enable();
   }
 
   /**
@@ -428,6 +432,7 @@ public function disable() {
     $this->toggleNav('Manage Cases', FALSE);
     (new CaseTypeCategoryFeaturesManager())->disable();
     (new CaseSalesOrderStatusManager())->disable();
+    (new QuotationTemplateManager())->disable();
   }
 
   /**
diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
index 704ee0e16..8139aefa2 100644
--- a/CRM/Civicase/Upgrader/Steps/Step0019.php
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -1,5 +1,6 @@
 <?php
 
+use CRM_Civicase_Setup_Manage_QuotationTemplateManager as QuotationTemplateManager;
 use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryManager;
 use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
 
@@ -15,11 +16,22 @@ class CRM_Civicase_Upgrader_Steps_Step0019 {
    *   Return value in boolean.
    */
   public function apply() {
-    $upgrader = CRM_Civicase_Upgrader_Base::instance();
-    $upgrader->executeSqlFile('sql/auto_install.sql');
+    try {
+      $upgrader = CRM_Civicase_Upgrader_Base::instance();
+      $upgrader->executeSqlFile('sql/auto_install.sql');
 
-    (new CaseTypeCategoryManager())->create();
-    (new CaseSalesOrderStatusManager())->create();
+      (new QuotationTemplateManager())->create();
+      (new CaseTypeCategoryManager())->create();
+      (new CaseSalesOrderStatusManager())->create();
+    }
+    catch (\Throwable $th) {
+      \Civi::log()->error('Error upgrading Civicase', [
+        'context' => [
+          'backtrace' => $th->getTraceAsString(),
+          'message' => $th->getMessage(),
+        ],
+      ]);
+    }
 
     return TRUE;
   }
diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
new file mode 100644
index 000000000..b291fd12d
--- /dev/null
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -0,0 +1,134 @@
+<!DOCTYPE html
+  PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
+<html xmlns="http://www.w3.org/1999/xhtml">
+
+<head>
+  <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
+</head>
+
+<body>
+  <div style="color: black; margin:16px">
+    <table style="width:100%; margin-bottom: 14px;">
+      <tbody>
+        <tr>
+          <td style="text-align:right">
+            <img alt="logo"
+                src="{$domain_logo}" />
+            
+          </td>
+        </tr>
+      </tbody>
+    </table>
+
+    <div>
+      <table style="width: 100%; margin-bottom: 20px;">
+        <thead>
+          <tr>
+            <th style="text-align: left;">Client Name: {$sales_order.client.display_name}</th>
+            <th style="text-align: left;">Date</th>
+            <th style="text-align: right;">Address</th>
+          </tr>
+        </thead>
+        <tbody>
+          <tr>
+            <td>
+              <span>{if $sales_order.clientAddress.street_address }{$sales_order.clientAddress.street_address}{/if}</span>
+              <br />
+              <span>{if $sales_order.clientAddress.supplemental_address_1 }{$sales_order.clientAddress.supplemental_address_1}{/if}</span>
+              <br />
+              <span>{if $sales_order.clientAddress.supplemental_address_2 }{$sales_order.clientAddress.supplemental_address_2}{/if}</span>
+              <br />
+              <span>
+                {if $sales_order.clientAddress.city}
+                  {$sales_order.clientAddress.city} {$sales_order.clientAddress.postal_code}{if $sales_order.clientAddress.postal_code_suffix} - {$sales_order.clientAddress.postal_code_suffix}{/if}<br />
+                {/if}
+              </span>
+            </td>
+            <td>
+              <span>{$sales_order.quotation_date|crmDate}</span>
+              <p><strong>Quote Number</strong></p>
+              <p>{$sales_order.id}</p>
+            </td>
+            <td style="text-align: right;">
+              <span>{domain.address}</span>
+            </td>
+          </tr>
+        </tbody>
+      </table>
+    </div>
+
+    <div>
+      <p><strong>Description</strong></p>
+
+      <p>{$sales_order.description}</p>
+
+      <table style="width:100%; margin-bottom: 14px;">
+      </table>
+    </div>
+
+    <div class="table" style="margin-bottom: 14px; ">
+      <table rules="cols" style="width:100%; border: 1px solid; text-align: center;">
+        <thead>
+          <tr class="head" style="background-color: #cac9c9;">
+            <th style="padding: 8px 10px; text-align: center;">Description</th>
+            <th style="padding: 8px 10px; text-align: center;">Quantity</th>
+            <th style="padding: 8px 10px; text-align: center;">Unit Price</th>
+            <th style="padding: 8px 10px; text-align: center;">Discount</th>
+            <th style="padding: 8px 10px; text-align: center;">VAT</th>
+            <th style="padding: 8px 10px; text-align: center;">Amount {$sales_order.currency} (without tax)</th>
+          </tr>
+        </thead>
+        <tbody>
+          {foreach from=$sales_order.items key=k item=item}
+          <tr {if ($k%2) == 0} style="background-color: #e0e0e0;" {/if}>
+            <td style="padding: 8px 10px; text-align: center;" >{$item.item_description}</td>
+            <td style="padding: 8px 10px; text-align: center;">{$item.quantity}</td>
+            <td style="padding: 8px 10px; text-align: center;">{$item.unit_price|crmMoney:$sales_order.currency}</td>
+            <td style="padding: 8px 10px; text-align: center;">{if empty($item.discounted_percentage) } 0 {else}{$item.discounted_percentage}{/if}%</td>
+            <td style="padding: 8px 10px; text-align: center;">{if empty($item.tax_rate) } 0 {else}{$item.tax_rate}{/if}%</td>
+            <td style="padding: 8px 10px; text-align: center;">{$item.subtotal_amount|crmMoney:$sales_order.currency}</td>
+          </tr>
+          {/foreach}
+        </tbody>
+      </table>
+    </div>
+
+    <div style="margin-bottom: 14px; overflow: auto;">
+      <div style="margin-left: 300px;">
+        <table style="width: 100%;">
+          <tbody>
+            <tr>
+              <td>SubTotal (inclusive of discount)</td>
+              <td style="text-align: left;">{$sales_order.total_before_tax|crmMoney:$sales_order.currency}</td>
+            </tr>
+          </tbody>
+          {foreach from=$sales_order.taxRates item=tax}
+          <tbody>
+            <tr>
+              <td>Total VAT ({$tax.rate}%)</td>
+              <td style="text-align: left;">{$tax.value|crmMoney:$sales_order.currency}</td>
+            </tr>
+          </tbody>
+          {/foreach}
+          <tbody>
+            <tr class="total-row">
+              <td style="border-top: 1px solid #000; border-bottom: 1px solid #000;">Total Amount</td>
+              <td style="border-top: 1px solid #000; border-bottom: 1px solid #000; text-align: left;">{$sales_order.total_after_tax|crmMoney:$sales_order.currency}</td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <div style="margin-top: 16px;">
+      <p><strong>Terms</strong></p>
+
+      <p>{if $terms }{$terms}{/if}</p>
+
+      <table style="width:100%; margin-bottom: 14px;">
+      </table>
+    </div>
+  </div>
+</body>
+
+</html>

From 02b625df1f5d0659848f50bde20b6e11c2de8b45 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:09:03 +0100
Subject: [PATCH 051/199] BTHAB-43: Allow users to use sales_order fields as
 tokens

---
 CRM/Civicase/Hook/Tokens/SalesOrderTokens.php | 69 +++++++++++++++++++
 civicase.php                                  | 10 +++
 2 files changed, 79 insertions(+)
 create mode 100644 CRM/Civicase/Hook/Tokens/SalesOrderTokens.php

diff --git a/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
new file mode 100644
index 000000000..5eeb11432
--- /dev/null
+++ b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
@@ -0,0 +1,69 @@
+<?php
+
+use Civi\Token\Event\TokenValueEvent;
+use Civi\Token\Event\TokenRegisterEvent;
+use CRM_Civicase_ExtensionUtil as E;
+use Civi\Api4\CaseSalesOrder;
+use Civi\Token\AbstractTokenSubscriber;
+use Civi\Token\TokenRow;
+
+/**
+ * Sales Order Specific Tokens.
+ */
+class CRM_Civicase_Hook_Tokens_SalesOrderTokens extends AbstractTokenSubscriber {
+
+  /**
+   * {@inheritDoc}
+   */
+  public function evaluateToken(TokenRow $row, $entity, $field, $prefetch = NULL) {
+  }
+
+  /**
+   * Key for token.
+   *
+   * @var string
+   */
+  const TOKEN = 'sales_order';
+
+  /**
+   * Sets sales order available tokens.
+   *
+   * @param \Civi\Token\Event\TokenRegisterEvent $e
+   *   Register Token Event.
+   */
+  public static function listSalesOrderTokens(TokenRegisterEvent $e) {
+    $fields = CaseSalesOrder::getFields()->execute()->jsonSerialize();
+    foreach ($fields as $field) {
+      $label = E::ts('Quotation ' . ucwords(str_replace("_", " ", $field['name'])));
+      $e->entity(self::TOKEN)->register($field['name'], $label);
+    }
+  }
+
+  /**
+   * Evaluates Token values.
+   *
+   * @param \Civi\Token\Event\TokenValueEvent $e
+   *   TokenValue Event.
+   */
+  public static function evaluateSalesOrderTokens(TokenValueEvent $e) {
+    $context = $e->getTokenProcessor()->context;
+
+    if (array_key_exists('schema', $context) && in_array('salesOrderId', $context['schema'])) {
+      foreach ($e->getRows() as $row) {
+        if (!empty($row->context['salesOrderId'])) {
+          $salesOrderId = $row->context['salesOrderId'];
+
+          $caseSalesOrder = CaseSalesOrder::get()
+            ->addWhere('id', '=', $salesOrderId)
+            ->execute()
+            ->first();
+          foreach ($caseSalesOrder as $key => $value) {
+            $row->tokens(self::TOKEN, $key, $value);
+          }
+        }
+      }
+    }
+
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index ad655bbfa..2a324116b 100644
--- a/civicase.php
+++ b/civicase.php
@@ -79,6 +79,16 @@ function civicase_civicrm_config(&$config) {
     'hook_civicrm_buildAsset',
     ['CRM_Civicase_Event_Listener_AssetBuilder', 'addWordReplacements']
   );
+
+  Civi::dispatcher()->addListener(
+    'civi.token.list',
+    ['CRM_Civicase_Hook_Tokens_SalesOrderTokens', 'listSalesOrderTokens']
+  );
+
+  Civi::dispatcher()->addListener(
+    'civi.token.eval',
+    ['CRM_Civicase_Hook_Tokens_SalesOrderTokens', 'evaluateSalesOrderTokens']
+  );
 }
 
 /**

From d3370d9d6ec572348520286466ab28813a361154 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:10:37 +0100
Subject: [PATCH 052/199] BTHAB-43: Fix quotation notes form hook

---
 CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php b/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php
index a1d3d8a1f..781375f28 100644
--- a/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php
+++ b/CRM/Civicase/Hook/PostProcess/SaveQuotationsNotesSettings.php
@@ -14,7 +14,7 @@ class CRM_Civicase_Hook_PostProcess_SaveQuotationsNotesSettings {
    *   Form Class object.
    */
   public function run($formName, CRM_Core_Form $form) {
-    if (!$this->shouldRun($form, $formName)) {
+    if (!$this->shouldRun($formName)) {
       return;
     }
 

From a5dff6a1eabc96b02916a14c808f5ba300d2c9aa Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:12:10 +0100
Subject: [PATCH 053/199] BTHAB-43: Allow user to send or download salesorder
 Invoice

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php   | 231 ++++++++++++++++++
 .../WorkflowMessage/SalesOrderInvoice.php     |  10 +
 .../Civicase/Form/CaseSalesOrderInvoice.tpl   |  15 ++
 .../MessageTemplate/QuotationInvoice.tpl      |   2 +-
 4 files changed, 257 insertions(+), 1 deletion(-)
 create mode 100644 CRM/Civicase/Form/CaseSalesOrderInvoice.php
 create mode 100644 templates/CRM/Civicase/Form/CaseSalesOrderInvoice.tpl

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
new file mode 100644
index 000000000..c5d2280ea
--- /dev/null
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -0,0 +1,231 @@
+<?php
+
+use Civi\Api4\Address;
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\Contact;
+use Civi\Token\TokenProcessor;
+
+/**
+ * Handles Sales Order Email Invoice Task.
+ */
+class CRM_Civicase_Form_CaseSalesOrderInvoice extends CRM_Core_Form {
+  use CRM_Contact_Form_Task_EmailTrait;
+
+  /**
+   * The array that holds all the contact ids.
+   *
+   * @var array
+   */
+  public $_contactIds; // phpcs:ignore
+
+  /**
+   * Current form context.
+   *
+   * @var string
+   */
+  public $_context; // phpcs:ignore
+
+  /**
+   * Sales Order ID.
+   *
+   * @var int
+   */
+  public $salesOrderId;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function preProcess() {
+    $this->setTitle('Email Quotation');
+    $this->salesOrderId = CRM_Utils_Request::retrieveValue('id', 'Positive');
+
+    $this->setContactIDs();
+    $this->setIsSearchContext(FALSE);
+    $this->traitPreProcess();
+  }
+
+  /**
+   * List available tokens for this form.
+   *
+   * Presently all tokens are returned.
+   *
+   * @return array
+   *   List of Available tokens
+   *
+   * @throws \CRM_Core_Exception
+   */
+  public function listTokens() {
+    $tokenProcessor = new TokenProcessor(Civi::dispatcher(), ['schema' => ['contactId']]);
+    $tokens = $tokenProcessor->listTokens();
+
+    return $tokens;
+  }
+
+  /**
+   * Submit the form values.
+   *
+   * This is also accessible for testing.
+   *
+   * @param array $formValues
+   *   Submitted values.
+   *
+   * @throws \CRM_Core_Exception
+   * @throws \CiviCRM_API3_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   * @throws \API_Exception
+   */
+  public function submit(array $formValues): void {
+    $this->saveMessageTemplate($formValues);
+    $sents = 0;
+    $from = $formValues['from_email_address'];
+    $text = $this->getSubmittedValue('text_message');
+    $html = $this->getSubmittedValue('html_message');
+    $from = CRM_Utils_Mail::formatFromAddress($from);
+
+    $cc = $this->getCc();
+    $additionalDetails = empty($cc) ? '' : "\ncc : " . $this->getEmailUrlString($this->getCcArray());
+
+    $bcc = $this->getBcc();
+    $additionalDetails .= empty($bcc) ? '' : "\nbcc : " . $this->getEmailUrlString($this->getBccArray());
+
+    $quotationInvoice = self::getQuotationInvoice();
+
+    foreach ($this->getRowsForEmails() as $values) {
+      $mailParams = [];
+      $mailParams['messageTemplate'] = [
+        'msg_text' => $text,
+        'msg_html' => $html,
+        'msg_subject' => $this->getSubject(),
+      ];
+      $mailParams['tokenContext'] = [
+        'contactId' => $values['contact_id'],
+        'salesOrderId' => $this->salesOrderId,
+      ];
+      $mailParams['tplParams'] = [];
+      $mailParams['from'] = $from;
+      $mailParams['toEmail'] = $values['email'];
+      $mailParams['cc'] = $cc ?? NULL;
+      $mailParams['bcc'] = $bcc ?? NULL;
+      $mailParams['attachments'][] = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $quotationInvoice['html'], $quotationInvoice['format']);
+      // Send the mail.
+      [$sent, $subject, $message, $html] = CRM_Core_BAO_MessageTemplate::sendTemplate($mailParams);
+      $sents += ($sent ? 1 : 0);
+    }
+
+    CRM_Core_Session::setStatus(ts('One email has been sent successfully. ', [
+      'plural' => '%count emails were sent successfully. ',
+      'count' => $sents,
+    ]), ts('Message Sent', ['plural' => 'Messages Sent', 'count' => $sents]), 'success');
+
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function setContactIDs() { // phpcs:ignore
+    $this->_contactIds = $this->getContactIds();
+  }
+
+  /**
+   * Returns Sales Order Client Contact ID.
+   *
+   * @return array
+   *   Client Contact ID as an array
+   */
+  protected function getContactIds(): array {
+    if (isset($this->_contactIds)) {
+      return $this->_contactIds;
+    }
+
+    $salesOrderId = CRM_Utils_Request::retrieveValue('id', 'Positive');
+
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->first();
+
+    $this->_contactIds = [$caseSalesOrder['client_id']];
+
+    return $this->_contactIds;
+  }
+
+  /**
+   * Renders the quotatioin invoice message template.
+   *
+   * @return array
+   *   Rendered message, consistent of 'subject', 'text', 'html'
+   */
+  public static function getQuotationInvoice(): array {
+    $salesOrderId = CRM_Utils_Request::retrieveValue('id', 'Positive');
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrderId)
+      ->addChain('items', CaseSalesOrderLine::get()
+        ->addWhere('sales_order_id', '=', '$id')
+        ->addSelect('*', 'product_id.name', 'financial_type_id.name')
+      )
+      ->addChain('computedRates', CaseSalesOrder::computeTotal()
+        ->setLineItems('$items')
+      )
+      ->addChain('client', Contact::get()
+        ->addWhere('id', '=', '$client_id'), 0
+      )
+      ->execute()
+      ->first();
+
+    if (!empty($caseSalesOrder['client']['addressee_id'])) {
+      $caseSalesOrder['clientAddress'] = Address::get()
+        ->addWhere('contact_id', '=', $caseSalesOrder['client_id'])
+        ->execute()
+        ->first();
+    }
+
+    $caseSalesOrder['taxRates'] = $caseSalesOrder['computedRates'][0]['taxRates'] ?? [];
+    $caseSalesOrder['quotation_date'] = date('Y-m-d', strtotime($caseSalesOrder['quotation_date']));
+
+    $domain = CRM_Core_BAO_Domain::getDomain();
+    $organisation = Contact::get()
+      ->addSelect('image_URL')
+      ->addWhere('id', '=', $domain->contact_id)
+      ->execute()
+      ->first();
+
+    $model = new CRM_Civicase_WorkflowMessage_SalesOrderInvoice();
+    $terms = Civi::settings()->get('quotations_notes');
+    $model->setDomainLogo($organisation['image_URL']);
+    $model->setSalesOrder($caseSalesOrder);
+    $model->setTerms($terms);
+    $model->setSalesOrderId($salesOrderId);
+    $rendered = $model->renderTemplate();
+
+    return $rendered;
+  }
+
+  /**
+   * Get the rows for each contactID.
+   *
+   * @return array
+   *   Array if contact IDs.
+   */
+  protected function getRows(): array {
+    $rows = [];
+    foreach ($this->_contactIds as $index => $contactID) {
+      $rows[] = [
+        'contact_id' => $contactID,
+        'schema' => ['contactId' => $contactID],
+      ];
+    }
+    return $rows;
+  }
+
+  /**
+   * Renders and return the generated PDF to the browser.
+   */
+  public static function download(): void {
+    $rendered = self::getQuotationInvoice();
+    ob_end_clean();
+    CRM_Utils_PDF_Utils::html2pdf($rendered['html'], 'quotation_invoice.pdf', FALSE, $rendered['format'] ?? []);
+    CRM_Utils_System::civiExit();
+  }
+
+}
diff --git a/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
index 0afad867a..3b439bc3d 100644
--- a/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
+++ b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
@@ -15,6 +15,8 @@
  * @method $this setDomainLocation(?array $domainLocation)
  * @method ?string getDomainLogo()
  * @method $this setDomainLogo(?string $logo)
+ * @method ?int getSalesOrderId()
+ * @method $this setSalesOrderId(?int $salesOrderId)
  */
 class CRM_Civicase_WorkflowMessage_SalesOrderInvoice extends GenericWorkflowMessage {
 
@@ -52,4 +54,12 @@ class CRM_Civicase_WorkflowMessage_SalesOrderInvoice extends GenericWorkflowMess
    */
   protected $domainLogo;
 
+  /**
+   * Sales Order ID.
+   *
+   * @var array
+   * @scope tokenContext
+   */
+  protected $salesOrderId;
+
 }
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderInvoice.tpl b/templates/CRM/Civicase/Form/CaseSalesOrderInvoice.tpl
new file mode 100644
index 000000000..4fb2b9cd7
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderInvoice.tpl
@@ -0,0 +1,15 @@
+<div class="messages status no-popup">
+    {icon icon="fa-info-circle"}{/icon}
+    {ts}Your quotation will be emailed to the contact below as a PDF attachment.{/ts}
+  </div>
+{include file="CRM/Contact/Form/Task/Email.tpl"}
+
+{literal}
+<script>
+CRM.$(function($) {
+  $('#follow-up').hide();
+  $('#attachments').parent().parent().hide();
+  $('.crm-contactEmail-form-block-campaign_id').hide();
+});
+</script>
+{/literal}
\ No newline at end of file
diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index b291fd12d..d9d5e31f3 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -7,7 +7,7 @@
 </head>
 
 <body>
-  <div style="color: black; margin:16px">
+  <div style="color: black; margin:16px; font-family: Arial, Verdana, sans-serif;">
     <table style="width:100%; margin-bottom: 14px;">
       <tbody>
         <tr>

From 2371e9e31059cacb4525b6e8a5fac498d2505efd Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:18:05 +0100
Subject: [PATCH 054/199] BTHAB-43: Prevents error when token is being resolved
 for unittest

---
 CRM/Civicase/Hook/Tokens/AddCaseTokenCategory.php | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/CRM/Civicase/Hook/Tokens/AddCaseTokenCategory.php b/CRM/Civicase/Hook/Tokens/AddCaseTokenCategory.php
index 09d51b8e7..e746edc25 100644
--- a/CRM/Civicase/Hook/Tokens/AddCaseTokenCategory.php
+++ b/CRM/Civicase/Hook/Tokens/AddCaseTokenCategory.php
@@ -34,6 +34,12 @@ public function run(array &$tokens) {
    *   Available tokens.
    */
   private function setCaseTokenCategory(array &$tokens) {
+    if (CIVICRM_UF === 'UnitTests') {
+      // For unit tests where AddCaseCustomFieldsTokenValues might not be called
+      // using an empty key breaks the code.
+      return $tokens['case_cf'] = [];
+    }
+
     $tokens['case_cf'][''] = '';
   }
 

From 91094a010979460a87f4857d06109f31dd3c0f0c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:25:48 +0100
Subject: [PATCH 055/199] BTHAB-43: Add test to ensure invoice download/mail
 works as expected

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php   |   2 +-
 .../Form/CaseSalesOrderInvoiceTest.php        | 172 ++++++++++++++++++
 tests/phpunit/Helpers/CaseSalesOrderTrait.php |   9 +-
 3 files changed, 179 insertions(+), 4 deletions(-)
 create mode 100644 tests/phpunit/CRM/Civicase/Form/CaseSalesOrderInvoiceTest.php

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
index c5d2280ea..287e49a01 100644
--- a/CRM/Civicase/Form/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -173,7 +173,7 @@ public static function getQuotationInvoice(): array {
       ->execute()
       ->first();
 
-    if (!empty($caseSalesOrder['client']['addressee_id'])) {
+    if (!empty($caseSalesOrder['client_id'])) {
       $caseSalesOrder['clientAddress'] = Address::get()
         ->addWhere('contact_id', '=', $caseSalesOrder['client_id'])
         ->execute()
diff --git a/tests/phpunit/CRM/Civicase/Form/CaseSalesOrderInvoiceTest.php b/tests/phpunit/CRM/Civicase/Form/CaseSalesOrderInvoiceTest.php
new file mode 100644
index 000000000..85bc63b1c
--- /dev/null
+++ b/tests/phpunit/CRM/Civicase/Form/CaseSalesOrderInvoiceTest.php
@@ -0,0 +1,172 @@
+<?php
+
+use Civi\Api4\Address;
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contact;
+use Civi\Api4\Email;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+
+/**
+ * CaseSalesOrder Invoice Email Test Case.
+ *
+ * @group headless
+ */
+class CRM_Civicase_Form_CaseSalesOrderInvoiceTest extends BaseHeadlessTest {
+  use Helpers_CaseSalesOrderTrait;
+  use CRM_Civicase_Helpers_SessionTrait;
+
+  /**
+   * Setup data before tests run.
+   */
+  public function setUp() {
+    CRM_Core_Invoke::rebuildMenuAndCaches(TRUE);
+    $contact = ContactFabricator::fabricate();
+    $this->registerCurrentLoggedInContactInSession($contact['id']);
+  }
+
+  /**
+   * Ensures user sees the email form when the Email URL is accessed.
+   */
+  public function testEmailFormWillDisplayAsExpected() {
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder = (object) (CaseSalesOrder::save(FALSE)
+      ->addRecord($salesOrder)
+      ->execute()
+      ->first());
+
+    Email::save(FALSE)
+      ->addRecord([
+        "contact_id" => $salesOrder->client_id,
+        "location_type_id" => 2,
+        "email" => "junwe@mail.com",
+        "is_primary" => TRUE,
+        "on_hold" => 0,
+      ])
+      ->execute();
+
+    $link = "civicrm/case-features/quotations/email?id={$salesOrder->id}";
+    $page = $this->imitateLinkVisit($link);
+
+    $this->assertRegExp('/name="subject"/', $page);
+    $this->assertRegExp('/name="from_email_address"/', $page);
+  }
+
+  /**
+   * Ensures the To Email is set to client email on email form.
+   */
+  public function testToEmailIsSetByDefaulToSalesOrderClientEmail() {
+    $expectedToEmail = "junwe@mail.com";
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder = (object) (CaseSalesOrder::save(FALSE)
+      ->addRecord($salesOrder)
+      ->execute()
+      ->first());
+
+    Email::save(FALSE)
+      ->addRecord([
+        "contact_id" => $salesOrder->client_id,
+        "location_type_id" => 2,
+        "email" => $expectedToEmail,
+        "is_primary" => TRUE,
+        "on_hold" => 0,
+      ])
+      ->execute();
+
+    $link = "civicrm/case-features/quotations/email?id={$salesOrder->id}";
+    $page = $this->imitateLinkVisit($link);
+
+    $this->assertRegExp('/<' . $expectedToEmail . '>/', $page);
+  }
+
+  /**
+   * Ensures invoice will render expected tokens & tplParams.
+   *
+   * We only cheeck for some fields, that is enough to show that
+   * the right case sales order entity value is passed to
+   * the invoice.
+   */
+  public function testInvoiceRendersAsExpected() {
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $lineItem1 = $this->getCaseSalesOrderLineData();
+    $salesOrder['items'][] = $lineItem2 = $this->getCaseSalesOrderLineData();
+
+    $salesOrder = (object) (CaseSalesOrder::save(FALSE)
+      ->addRecord($salesOrder)
+      ->execute()
+      ->first());
+
+    $address = Address::save(FALSE)
+      ->addRecord([
+        "contact_id" => $salesOrder->client_id,
+        "location_type_id" => 5,
+        "is_primary" => TRUE,
+        "is_billing" => TRUE,
+        "street_address" => "Coldharbour Ln",
+        "street_number" => "42",
+        "supplemental_address_1" => "Supplementary Address 1",
+        "supplemental_address_2" => "Supplementary Address 2",
+        "supplemental_address_3" => "Supplementary Address 3",
+        "city" => "Hayes",
+        "postal_code" => "UB3 3EA",
+        "country_id" => 1226,
+        "manual_geo_code" => FALSE,
+        "timezone" => NULL,
+        "name" => NULL,
+        "master_id" => NULL,
+      ])
+      ->execute()
+      ->first();
+
+    $contact = (object) (Contact::get(FALSE)
+      ->addWhere('id', '=', $salesOrder->client_id)
+      ->execute()
+      ->first());
+
+    $_REQUEST['id'] = $_GET['id'] = $salesOrder->id;
+
+    $invoice = CRM_Civicase_Form_CaseSalesOrderInvoice::getQuotationInvoice();
+
+    $totalBeforeTax = CRM_Utils_Money::format($salesOrder->total_before_tax, $salesOrder->currency);
+    $totalAfterTax = CRM_Utils_Money::format($salesOrder->total_after_tax, $salesOrder->currency);
+    $this->assertArrayHasKey("html", $invoice);
+    $this->assertRegExp('/' . $contact->display_name . '/', $invoice['html']);
+    $this->assertRegExp('/Supplementary Address 1/', $invoice['html']);
+    $this->assertRegExp('/Supplementary Address 2/', $invoice['html']);
+    $this->assertRegExp('/' . $salesOrder->description . '/', $invoice['html']);
+    $this->assertRegExp('/' . str_replace(' ', '', $totalBeforeTax) . '/', $invoice['html']);
+    $this->assertRegExp('/' . str_replace(' ', '', $totalAfterTax) . '/', $invoice['html']);
+    $this->assertRegExp('/' . $lineItem1['item_description'] . '/', $invoice['html']);
+    $this->assertRegExp('/' . $lineItem2['item_description'] . '/', $invoice['html']);
+    $this->assertRegExp('/' . $lineItem1['quantity'] . '/', $invoice['html']);
+    $this->assertRegExp('/' . $lineItem2['quantity'] . '/', $invoice['html']);
+  }
+
+  /**
+   * Visits a CiviCRM link and returns the page content.
+   *
+   * @param string $url
+   *   URL to the page.
+   *
+   * @return string
+   *   Content of the page.
+   */
+  public function imitateLinkVisit(string $url) {
+    $_SERVER['REQUEST_URI'] = $url;
+    $urlParts = explode('?', $url);
+    $_GET['q'] = $urlParts[0];
+
+    if (!empty($urlParts[1])) {
+      $parsed = [];
+      parse_str($urlParts[1], $parsed);
+      foreach ($parsed as $param => $value) {
+        $_REQUEST[$param] = $value;
+      }
+    }
+
+    $item = CRM_Core_Invoke::getItem([$_GET['q']]);
+    ob_start();
+    CRM_Core_Invoke::runItem($item);
+    return ob_get_clean();
+  }
+
+}
diff --git a/tests/phpunit/Helpers/CaseSalesOrderTrait.php b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
index f80919f67..cd8495ac5 100644
--- a/tests/phpunit/Helpers/CaseSalesOrderTrait.php
+++ b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
@@ -72,15 +72,18 @@ public function getCaseSalesOrderData(array $default = []) {
    */
   public function getCaseSalesOrderLineData(array $default = []) {
     $product = ProductFabricator::fabricate();
+    $quantity = rand(2, 9);
+    $unitPrice = rand(50, 1000);
+
     return array_merge([
       'financial_type_id' => 1,
       'product_id' => $product['id'],
       'item_description' => 'test',
-      'quantity' => 1,
-      'unit_price' => 50,
+      'quantity' => $quantity,
+      'unit_price' => $unitPrice,
       'tax_rate' => NULL,
       'discounted_percentage' => NULL,
-      'subtotal_amount' => 50,
+      'subtotal_amount' => $quantity * $unitPrice,
     ], $default);
   }
 

From bc1b0fd77f1139ff90f26d54e0c900e460c6d0d4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 22 Mar 2023 09:26:58 +0100
Subject: [PATCH 056/199] BTHAB-43: Add salesorder invoice Download and Email
 menu

---
 xml/Menu/civicase.xml | 10 ++++++++++
 1 file changed, 10 insertions(+)

diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index 2c96e4703..e443095fc 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -48,6 +48,16 @@
     <page_callback>CRM_Civicase_Page_ContactCaseSalesOrderTab</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
   </item>
+  <item>
+    <path>civicrm/case-features/quotations/download-pdf</path>
+    <page_callback>CRM_Civicase_Form_CaseSalesOrderInvoice::download</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
+  <item>
+    <path>civicrm/case-features/quotations/email</path>
+    <page_callback>CRM_Civicase_Form_CaseSalesOrderInvoice</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
+  </item>
   <item>
     <path>civicrm/case/webforms</path>
     <page_callback>CRM_Civicase_Form_CaseWebforms</page_callback>

From f83d97cbf302a95c9fa6e31141fc249012b25fc4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 28 Mar 2023 07:22:18 +0100
Subject: [PATCH 057/199] BTHAB-25: Allow user to save quotation edit with
 default date

---
 .../quotations/directives/quotations-create.directive.js         | 1 +
 1 file changed, 1 insertion(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 73b4b64e9..bd730bba3 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -93,6 +93,7 @@
 
       CaseUtils.getSalesOrderAndLineItems(salesOrderId).then((result) => {
         $scope.salesOrder = result;
+        $scope.salesOrder.quotation_date = $.datepicker.formatDate('yy-mm-dd', new Date(result.quotation_date));
         $scope.salesOrder.status_id = (result.status_id).toString();
         CRM.wysiwyg.setVal('#sales-order-description', $scope.salesOrder.description);
         $scope.$emit('totalChange');

From 47449d08503da0fd53619834133c24fcd61df04f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 28 Mar 2023 08:29:40 +0100
Subject: [PATCH 058/199] BTHAB-25: Correct message shown to user after
 succesful update of quotation

---
 .../quotations/directives/quotations-create.directive.js     | 5 ++++-
 1 file changed, 4 insertions(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index bd730bba3..2016a92c8 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -29,6 +29,7 @@
     const productsCache = new Map();
     const financialTypesCache = new Map();
 
+    $scope.isUpdate = false;
     $scope.formValid = true;
     $scope.roundTo = roundTo;
     $scope.submitInProgress = false;
@@ -92,6 +93,7 @@
       }
 
       CaseUtils.getSalesOrderAndLineItems(salesOrderId).then((result) => {
+        $scope.isUpdate = true;
         $scope.salesOrder = result;
         $scope.salesOrder.quotation_date = $.datepicker.formatDate('yy-mm-dd', new Date(result.quotation_date));
         $scope.salesOrder.status_id = (result.status_id).toString();
@@ -263,7 +265,8 @@
      * Show Quotation success create notification
      */
     function showSucessNotification () {
-      CRM.alert('Your Quotation has been generated successfully.', ts('Saved'), 'success');
+      const msg = !$scope.isUpdate ? 'Your Quotation has been generated successfully.' : 'Details updated successfully';
+      CRM.alert(msg, ts('Saved'), 'success');
     }
 
     /**

From 7456d0b387b84aa2f7b3e1ff899d4d1d27c75598 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 14 Mar 2023 12:08:33 +0100
Subject: [PATCH 059/199] BTHAB-33: Add new case sales order contribution
 entity

---
 .../BAO/CaseSalesOrderContribution.php        |  31 ++
 CRM/Civicase/DAO/CaseSalesOrder.php           |   2 +-
 .../DAO/CaseSalesOrderContribution.php        | 269 ++++++++++++++++++
 Civi/Api4/CaseSalesOrderContribution.php      |  16 ++
 civicase.civix.php                            |   5 +
 sql/auto_install.sql                          |  19 ++
 sql/auto_uninstall.sql                        |   1 +
 .../CaseSalesOrderContribution.entityType.php |  16 ++
 .../Civicase/CaseSalesOrderContribution.xml   |  65 +++++
 9 files changed, 423 insertions(+), 1 deletion(-)
 create mode 100644 CRM/Civicase/BAO/CaseSalesOrderContribution.php
 create mode 100644 CRM/Civicase/DAO/CaseSalesOrderContribution.php
 create mode 100644 Civi/Api4/CaseSalesOrderContribution.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
 create mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml

diff --git a/CRM/Civicase/BAO/CaseSalesOrderContribution.php b/CRM/Civicase/BAO/CaseSalesOrderContribution.php
new file mode 100644
index 000000000..8f1484f9a
--- /dev/null
+++ b/CRM/Civicase/BAO/CaseSalesOrderContribution.php
@@ -0,0 +1,31 @@
+<?php
+
+/**
+ * CaseSalesOrderContribution BAO.
+ */
+class CRM_Civicase_BAO_CaseSalesOrderContribution extends CRM_Civicase_DAO_CaseSalesOrderContribution {
+
+  /**
+   * Create a new CaseSalesOrderContribution based on array-data.
+   *
+   * @param array $params
+   *   Key-value pairs.
+   *
+   * @return CRM_Civicase_DAO_CaseSalesOrderContribution|null
+   *   Case sales order contribution instance.
+   */
+  public static function create(array $params) {
+    $className = 'CRM_Civicase_DAO_CaseSalesOrderContribution';
+    $entityName = 'CaseSalesOrderContribution';
+    $hook = empty($params['id']) ? 'create' : 'edit';
+
+    CRM_Utils_Hook::pre($hook, $entityName, CRM_Utils_Array::value('id', $params), $params);
+    $instance = new $className();
+    $instance->copyValues($params);
+    $instance->save();
+    CRM_Utils_Hook::post($hook, $entityName, $instance->id, $instance);
+
+    return $instance;
+  }
+
+}
diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index b6a7f2cc8..1cf4746c5 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:55874b05cb7ad3e78f9b0dae8f02161d)
+ * (GenCodeChecksum:555941e9f2d2bb4c81224d13c42ac043)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
diff --git a/CRM/Civicase/DAO/CaseSalesOrderContribution.php b/CRM/Civicase/DAO/CaseSalesOrderContribution.php
new file mode 100644
index 000000000..4a29c39ea
--- /dev/null
+++ b/CRM/Civicase/DAO/CaseSalesOrderContribution.php
@@ -0,0 +1,269 @@
+<?php
+
+/**
+ * @package CRM
+ * @copyright CiviCRM LLC https://civicrm.org/licensing
+ *
+ * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
+ * DO NOT EDIT.  Generated by CRM_Core_CodeGen
+ * (GenCodeChecksum:714c7f79251d88e72e38c38e824131eb)
+ */
+use CRM_Civicase_ExtensionUtil as E;
+
+/**
+ * Database access object for the CaseSalesOrderContribution entity.
+ */
+class CRM_Civicase_DAO_CaseSalesOrderContribution extends CRM_Core_DAO {
+  const EXT = E::LONG_NAME;
+  const TABLE_ADDED = '';
+
+  /**
+   * Static instance to hold the table name.
+   *
+   * @var string
+   */
+  public static $_tableName = 'civicase_sales_order_contribution';
+
+  /**
+   * Should CiviCRM log any modifications to this table in the civicrm_log table.
+   *
+   * @var bool
+   */
+  public static $_log = TRUE;
+
+  /**
+   * Unique CaseSalesOrderContribution ID
+   *
+   * @var int|string|null
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $id;
+
+  /**
+   * FK to Case Sales Order
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $case_sales_order_id;
+
+  /**
+   * ID of Contribution
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $contribution_id;
+
+  /**
+   * Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid
+   *
+   * @var string
+   *   (SQL type: varchar(20))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $to_be_invoiced;
+
+  /**
+   * The percentage value if to_be_invoiced is percent
+   *
+   * @var float|string
+   *   (SQL type: decimal(20,2))
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $percent_value;
+
+  /**
+   * Class constructor.
+   */
+  public function __construct() {
+    $this->__table = 'civicase_sales_order_contribution';
+    parent::__construct();
+  }
+
+  /**
+   * Returns localized title of this entity.
+   *
+   * @param bool $plural
+   *   Whether to return the plural version of the title.
+   */
+  public static function getEntityTitle($plural = FALSE) {
+    return $plural ? E::ts('Case Sales Order Contributions') : E::ts('Case Sales Order Contribution');
+  }
+
+  /**
+   * Returns foreign keys and entity references.
+   *
+   * @return array
+   *   [CRM_Core_Reference_Interface]
+   */
+  public static function getReferenceColumns() {
+    if (!isset(Civi::$statics[__CLASS__]['links'])) {
+      Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'case_sales_order_id', 'civicase_sales_order', 'id');
+      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'contribution_id', 'civicrm_contribution', 'id');
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
+    }
+    return Civi::$statics[__CLASS__]['links'];
+  }
+
+  /**
+   * Returns all the column names of this table
+   *
+   * @return array
+   */
+  public static function &fields() {
+    if (!isset(Civi::$statics[__CLASS__]['fields'])) {
+      Civi::$statics[__CLASS__]['fields'] = [
+        'id' => [
+          'name' => 'id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('Unique CaseSalesOrderContribution ID'),
+          'required' => TRUE,
+          'where' => 'civicase_sales_order_contribution.id',
+          'table_name' => 'civicase_sales_order_contribution',
+          'entity' => 'CaseSalesOrderContribution',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Number',
+          ],
+          'readonly' => TRUE,
+          'add' => NULL,
+        ],
+        'case_sales_order_id' => [
+          'name' => 'case_sales_order_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('FK to Case Sales Order'),
+          'required' => TRUE,
+          'where' => 'civicase_sales_order_contribution.case_sales_order_id',
+          'table_name' => 'civicase_sales_order_contribution',
+          'entity' => 'CaseSalesOrderContribution',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'add' => NULL,
+        ],
+        'contribution_id' => [
+          'name' => 'contribution_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('ID of Contribution'),
+          'required' => TRUE,
+          'where' => 'civicase_sales_order_contribution.contribution_id',
+          'table_name' => 'civicase_sales_order_contribution',
+          'entity' => 'CaseSalesOrderContribution',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+          'localizable' => 0,
+          'FKClassName' => 'CRM_Contribute_DAO_Contribution',
+          'add' => NULL,
+        ],
+        'to_be_invoiced' => [
+          'name' => 'to_be_invoiced',
+          'type' => CRM_Utils_Type::T_STRING,
+          'title' => E::ts('To Be Invoiced'),
+          'description' => E::ts('Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid'),
+          'required' => TRUE,
+          'maxlength' => 20,
+          'size' => CRM_Utils_Type::MEDIUM,
+          'where' => 'civicase_sales_order_contribution.to_be_invoiced',
+          'table_name' => 'civicase_sales_order_contribution',
+          'entity' => 'CaseSalesOrderContribution',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+          'localizable' => 0,
+          'add' => NULL,
+        ],
+        'percent_value' => [
+          'name' => 'percent_value',
+          'type' => CRM_Utils_Type::T_MONEY,
+          'title' => E::ts('Percent Value'),
+          'description' => E::ts('The percentage value if to_be_invoiced is percent'),
+          'required' => FALSE,
+          'precision' => [
+            20,
+            2,
+          ],
+          'where' => 'civicase_sales_order_contribution.percent_value',
+          'default' => '0',
+          'table_name' => 'civicase_sales_order_contribution',
+          'entity' => 'CaseSalesOrderContribution',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+          'localizable' => 0,
+          'add' => NULL,
+        ],
+      ];
+      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
+    }
+    return Civi::$statics[__CLASS__]['fields'];
+  }
+
+  /**
+   * Return a mapping from field-name to the corresponding key (as used in fields()).
+   *
+   * @return array
+   *   Array(string $name => string $uniqueName).
+   */
+  public static function &fieldKeys() {
+    if (!isset(Civi::$statics[__CLASS__]['fieldKeys'])) {
+      Civi::$statics[__CLASS__]['fieldKeys'] = array_flip(CRM_Utils_Array::collect('name', self::fields()));
+    }
+    return Civi::$statics[__CLASS__]['fieldKeys'];
+  }
+
+  /**
+   * Returns the names of this table
+   *
+   * @return string
+   */
+  public static function getTableName() {
+    return self::$_tableName;
+  }
+
+  /**
+   * Returns if this table needs to be logged
+   *
+   * @return bool
+   */
+  public function getLog() {
+    return self::$_log;
+  }
+
+  /**
+   * Returns the list of fields that can be imported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &import($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, '_sales_order_contribution', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of fields that can be exported
+   *
+   * @param bool $prefix
+   *
+   * @return array
+   */
+  public static function &export($prefix = FALSE) {
+    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, '_sales_order_contribution', $prefix, []);
+    return $r;
+  }
+
+  /**
+   * Returns the list of indices
+   *
+   * @param bool $localize
+   *
+   * @return array
+   */
+  public static function indices($localize = TRUE) {
+    $indices = [];
+    return ($localize && !empty($indices)) ? CRM_Core_DAO_AllCoreTables::multilingualize(__CLASS__, $indices) : $indices;
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrderContribution.php b/Civi/Api4/CaseSalesOrderContribution.php
new file mode 100644
index 000000000..55d6ccfdc
--- /dev/null
+++ b/Civi/Api4/CaseSalesOrderContribution.php
@@ -0,0 +1,16 @@
+<?php
+
+namespace Civi\Api4;
+
+use Civi\Api4\Generic\DAOEntity;
+
+/**
+ * CaseSalesOrderContribution entity.
+ *
+ * Provided by the CiviCase extension.
+ *
+ * @package Civi\Api4
+ */
+class CaseSalesOrderContribution extends DAOEntity {
+
+}
diff --git a/civicase.civix.php b/civicase.civix.php
index e3932e11e..c8fde4a11 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -315,6 +315,11 @@ function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
       'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
       'table' => 'civicase_sales_order',
     ],
+    'CRM_Civicase_DAO_CaseSalesOrderContribution' => [
+      'name' => 'CaseSalesOrderContribution',
+      'class' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+      'table' => 'civicase_sales_order_contribution',
+    ],
     'CRM_Civicase_DAO_CaseSalesOrderLine' => [
       'name' => 'CaseSalesOrderLine',
       'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index aa06792c5..f75c23b31 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -98,3 +98,22 @@ CREATE TABLE IF NOT EXISTS `civicase_sales_order_line` (
   CONSTRAINT FK_civicase_sales_order_line_product_id FOREIGN KEY (`product_id`) REFERENCES `civicrm_product`(`id`) ON DELETE SET NULL
 )
 ENGINE=InnoDB;
+
+-- /*******************************************************
+-- *
+-- * civicase_sales_order_contribution
+-- *
+-- * Relationship between Case Sales Order and Contribution entity.
+-- *
+-- *******************************************************/
+CREATE TABLE IF NOT EXISTS `civicase_sales_order_contribution` (
+  `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrderContribution ID',
+  `case_sales_order_id` int unsigned NOT NULL COMMENT 'FK to Case Sales Order',
+  `contribution_id` int unsigned NOT NULL COMMENT 'ID of Contribution',
+  `to_be_invoiced` varchar(20) NOT NULL COMMENT 'Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid',
+  `percent_value` decimal(20,2) NULL DEFAULT 0 COMMENT 'The percentage value if to_be_invoiced is percent',
+  PRIMARY KEY (`id`),
+  CONSTRAINT FK_civicase_sales_order_contribution_case_sales_order_id FOREIGN KEY (`case_sales_order_id`) REFERENCES `civicase_sales_order`(`id`) ON DELETE CASCADE,
+  CONSTRAINT FK_civicase_sales_order_contribution_contribution_id FOREIGN KEY (`contribution_id`) REFERENCES `civicrm_contribution`(`id`) ON DELETE CASCADE
+)
+ENGINE=InnoDB;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index 80fb0b568..18e844bc9 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -16,6 +16,7 @@
 SET FOREIGN_KEY_CHECKS=0;
 
 DROP TABLE IF EXISTS `civicase_sales_order_line`;
+DROP TABLE IF EXISTS `civicase_sales_order_contribution`;
 DROP TABLE IF EXISTS `civicase_sales_order`;
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
new file mode 100644
index 000000000..016d22b68
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
@@ -0,0 +1,16 @@
+<?php
+
+/**
+ * @file
+ * This file declares a new entity type.
+ *
+ * Https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes.
+ */
+
+return [
+  [
+    'name' => 'CaseSalesOrderContribution',
+    'class' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
+    'table' => 'civicase_sales_order_contribution',
+  ],
+];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
new file mode 100644
index 000000000..f9848fd3a
--- /dev/null
+++ b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
@@ -0,0 +1,65 @@
+<?xml version="1.0" encoding="iso-8859-1" ?>
+
+<table>
+  <base>CRM/Civicase</base>
+  <class>CaseSalesOrderContribution</class>
+  <name>civicase_sales_order_contribution</name>
+  <comment>Relationship between Case Sales Order and Contribution entity.</comment>
+  <log>true</log>
+
+  <field>
+    <name>id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>Unique CaseSalesOrderContribution ID</comment>
+    <html>
+      <type>Number</type>
+    </html>
+  </field>
+  <primaryKey>
+    <name>id</name>
+    <autoincrement>true</autoincrement>
+  </primaryKey>
+
+  <field>
+    <name>case_sales_order_id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>FK to Case Sales Order</comment>
+  </field>
+  <foreignKey>
+    <name>case_sales_order_id</name>
+    <table>civicase_sales_order</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>contribution_id</name>
+    <type>int unsigned</type>
+    <required>true</required>
+    <comment>ID of Contribution</comment>
+  </field>
+  <foreignKey>
+    <name>contribution_id</name>
+    <table>civicrm_contribution</table>
+    <key>id</key>
+    <onDelete>CASCADE</onDelete>
+  </foreignKey>
+
+  <field>
+    <name>to_be_invoiced</name>
+    <type>varchar</type>
+    <length>20</length>
+    <required>true</required>
+    <comment>Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid</comment>
+  </field>
+
+  <field>
+    <name>percent_value</name>
+    <type>decimal</type>
+    <required>false</required>
+    <default>0</default>
+    <comment>The percentage value if to_be_invoiced is percent</comment>
+  </field>
+</table>

From dfd3dfe2835fad4132a11b67e1856216c3b8d5c0 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Mar 2023 18:21:14 +0100
Subject: [PATCH 060/199] BTHAB-33: Add menu item for creating sales order
 contribution

---
 xml/Menu/civicase.xml | 5 +++++
 1 file changed, 5 insertions(+)

diff --git a/xml/Menu/civicase.xml b/xml/Menu/civicase.xml
index e443095fc..3776d45af 100644
--- a/xml/Menu/civicase.xml
+++ b/xml/Menu/civicase.xml
@@ -47,6 +47,11 @@
     <path>civicrm/case-features/quotations/contact-tab</path>
     <page_callback>CRM_Civicase_Page_ContactCaseSalesOrderTab</page_callback>
     <access_arguments>administer CiviCase</access_arguments>
+  </item>
+   <item>
+    <path>civicrm/case-features/quotations/create-contribution</path>
+    <page_callback>CRM_Civicase_Form_CaseSalesOrderContributionCreate</page_callback>
+    <access_arguments>administer CiviCase</access_arguments>
   </item>
   <item>
     <path>civicrm/case-features/quotations/download-pdf</path>

From 5d416aefca8cfabdb88d352d8a9a6cf5f2bb1c0b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 27 Mar 2023 18:23:11 +0100
Subject: [PATCH 061/199] BTHAB-33: Add page for creating sales order
 contribution

---
 .../Form/CaseSalesOrderContributionCreate.php | 148 ++++++++++++++++++
 .../Form/CaseSalesOrderContributionCreate.tpl |  63 ++++++++
 2 files changed, 211 insertions(+)
 create mode 100644 CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
 create mode 100644 templates/CRM/Civicase/Form/CaseSalesOrderContributionCreate.tpl

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
new file mode 100644
index 000000000..ebef9d1c5
--- /dev/null
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -0,0 +1,148 @@
+<?php
+
+use Civi\Api4\OptionValue;
+use CRM_Certificate_ExtensionUtil as E;
+
+/**
+ * Case sales order contribution create Form controller class.
+ *
+ * @see https://docs.civicrm.org/dev/en/latest/framework/quickform/
+ */
+class CRM_Civicase_Form_CaseSalesOrderContributionCreate extends CRM_Core_Form {
+
+  /**
+   * Case sales order to delete.
+   *
+   * @var int
+   */
+  public $id;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function preProcess() {
+    CRM_Utils_System::setTitle('Create Contribution');
+
+    $this->id = CRM_Utils_Request::retrieve('id', 'Positive', $this);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function buildQuickForm() {
+    $this->addElement('radio', 'to_be_invoiced', '', ts('Enter % to be invoiced ?'),
+      'percent', [
+        'id' => 'invoice_percent',
+      ]);
+    $this->add('text', 'percent_value', '', [
+      'id' => 'percent_value',
+      'placeholder' => 'Percentage to be invoiced',
+      'class' => 'form-control',
+      'min' => 1,
+      'max' => 10,
+    ], FALSE);
+    $this->addElement('radio', 'to_be_invoiced', '', ts('Remaining Balance'),
+      'remain',
+      ['id' => 'invoice_remain']
+    );
+    $this->addRule('to_be_invoiced', ts('Invoice value is required'), 'required');
+
+    $statusOptions = OptionValue::get()
+      ->addSelect('value', 'label')
+      ->addWhere('option_group_id:name', '=', 'case_sales_order_status')
+      ->execute()
+      ->getArrayCopy();
+    array_combine(array_column($statusOptions, 'label'), array_column($statusOptions, 'value'));
+
+    $this->add(
+      'select',
+      'status',
+      ts('Status'),
+      array_merge(
+        ['' => 'Select'],
+        array_combine(
+          array_column($statusOptions, 'value'),
+          array_column($statusOptions, 'label')
+        ),
+      ),
+      TRUE,
+      ['class' => 'form-control']
+    );
+
+    $this->addButtons([
+      [
+        'type' => 'submit',
+        'name' => E::ts('Create Contribution'),
+      ],
+      [
+        'type' => 'cancel',
+        'name' => E::ts('Cancel'),
+        // 'isDefault' => TRUE,
+      ],
+    ]);
+
+    parent::buildQuickForm();
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function addRules() {
+    $this->addFormRule([$this, 'formRule']);
+  }
+
+  /**
+   * Form Validation rule.
+   *
+   * This enforces the rule whereby,
+   * user must supply an amount if the
+   * enter percentage smount radio is selected.
+   *
+   * @param array $values
+   *   Array of submitted values.
+   *
+   * @return array|bool
+   *   Returns the form errors if form is invalid
+   */
+  public function formRule(array $values) {
+    $errors = [];
+
+    if ($values['to_be_invoiced'] == 'percent' && empty(floatval($values['percent_value']))) {
+      $errors['percent_value'] = 'Percentage value is required';
+    }
+
+    return $errors ?: TRUE;
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function postProcess() {
+    $values = $this->getSubmitValues();
+
+    if (!empty($this->id) && $values['to_be_invoiced'] == 'percent') {
+      $this->createPercentageContribution($values);
+    }
+  }
+
+  /**
+   * Redirects user to contribution add page.
+   *
+   * This contribution page will have the line items
+   * prefilled from the sales order line items.
+   */
+  public function createPercentageContribution(array $values) {
+    $query = [
+      'action' => 'add',
+      'reset' => 1,
+      'context' => 'standalone',
+      'sales_order' => $this->id,
+      'sales_order_status_id' => $values['status'],
+      'percent_amount' => floatval($values['percent_value']),
+    ];
+
+    $url = CRM_Utils_System::url('civicrm/contribute/add', $query);
+    CRM_Utils_System::redirect($url);
+  }
+
+}
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderContributionCreate.tpl b/templates/CRM/Civicase/Form/CaseSalesOrderContributionCreate.tpl
new file mode 100644
index 000000000..d575b8bae
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderContributionCreate.tpl
@@ -0,0 +1,63 @@
+<div id="bootstrap-theme" class="civicase__container" style="background-color: #fff;">
+
+  <div>
+    <div class=" panel-body">
+      <div class="form-group" ">
+        <div class="row">
+          <div class="col-sm-12">
+            {$form.to_be_invoiced.percent.html}
+          </div>
+          <div class="col-sm-5">
+            {$form.percent_value.html}
+          </div>
+        </div>
+      </div>
+
+      <div class="form-group" style="margin-bottom: 3em;">
+        <div class="row">
+          <div class="col-sm-12">
+            {$form.to_be_invoiced.remain.html}
+          </div>
+        </div>
+      </div>
+
+      <div class="form-group">
+        <div class="row">
+          <label class="col-sm-12 control-label">
+            {$form.status.label}
+          </label>
+          <div class="col-sm-5">
+            {$form.status.html}
+          </div>
+        </div>
+      </div>
+  </div>
+  </div>
+
+
+  <div class="crm-submit-buttons">
+    {include file="CRM/common/formButtons.tpl" location="bottom"}
+  </div>
+</div>
+
+{literal}
+<script language="javascript" type="text/javascript">
+
+  CRM.$(function ($) {
+    CRM.$('input[name="percent_amount"]').hide();
+    if ( CRM.$('input[name="to_be_invoiced"]').val() == 'percent') {
+      $('input[name="to_be_invoiced"]#invoice_percent').prop("checked", true);
+      CRM.$('input[name="percent_amount"]').show();
+    }
+
+    CRM.$('input[name="to_be_invoiced"]').on('input', (e) => {
+      if (e.target.value == 'percent') {
+        CRM.$('input[name="percent_amount"]').show();
+        return
+      }
+
+      CRM.$('input[name="percent_amount"]').hide();
+    });
+  });
+</script>
+{/literal}

From 6f683744edc6d7e034f5af67e1add74d475542cb Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 30 Mar 2023 21:24:50 +0100
Subject: [PATCH 062/199] BTHAB-34: Add popup screen to create bulk sales order
 contribution

---
 ...uotations-contribution-bulk.directive.html | 85 +++++++++++++++++++
 .../quotations-contribution-bulk.directive.js | 58 +++++++++++++
 civicase.php                                  |  7 ++
 3 files changed, 150 insertions(+)
 create mode 100644 ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
 create mode 100644 ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js

diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
new file mode 100644
index 000000000..b1dbceb71
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
@@ -0,0 +1,85 @@
+<div id="bootstrap-theme" class="civicase__container" crm-dialog="crmSearchTask">
+
+  <form name="contributionForm" class="form-horizontal" ng-controller="quotationContributionBulkController as $ctrl">
+
+    <div class="row">
+      <div ng-show="$ctrl.stage === 'done'">{{$ctrl.completedMessage}}</div>
+    </div>
+
+    <div class="form-group">
+      <div class="col-sm-12">
+        <input type="radio" name="toBeInvoiced" value="percent" id="percent_toBeInvoiced" ng-model="$ctrl.data.toBeInvoiced" max="100" />
+        <label for="percent_toBeInvoiced">Enter % to be invoiced ?</label>
+      </div>
+      <div class="col-sm-5" ng-show="$ctrl.data.toBeInvoiced == 'percent'">
+        <input type="number" max="100" name="percentValue" class="form-control" ng-model="$ctrl.data.percentValue" ng-disabled="$ctrl.data.toBeInvoiced !== 'percent'" ng-required="$ctrl.data.toBeInvoiced == 'percent'" />
+        <span class="crm-inline-error" ng-show="contributionForm.percentValue.$dirty && contributionForm.percentValue.$invalid && contributionForm.percentValue.$error.required">Amount is required</span>
+      </div>
+    </div>
+
+    <div class="form-group" style="margin-bottom: 3em;">
+      <div class="col-sm-12">
+        <input type="radio" name="toBeInvoiced" value="remain" id="remain_toBeInvoiced" ng-model="$ctrl.data.toBeInvoiced" />
+        <label for="remain_toBeInvoiced">Remaining Balance</label>
+      </div>
+    </div>
+
+    <div class="form-group">
+      <label class="col-sm-2 control-label required-mark">
+        Financial Type
+      </label>
+      <div class="col-sm-5 civicase__ui-range">
+        <input class="form-control"
+            ng-model="$ctrl.data.financialTypeId"
+            name="financial_type"
+            placeholder="Financial Type"
+            crm-entityref="{
+              entity: 'Financial Type',
+              select: { allowClear: true, 'minimumInputLength': 0 }
+            }"
+            required
+            ng-minlength="1"
+          />
+          <span class="crm-inline-error" ng-show="contributionForm.financial_type.$dirty && contributionForm.financial_type.$invalid">Financial type is required</span>
+      </div>
+    </div>
+
+    <div class="form-group">
+      <label class="col-sm-2 control-label required-mark">
+        Date
+      </label>
+      <div class="col-sm-5 civicase__ui-range">
+          <input
+            class="form-control" crm-ui-datepicker="{time: false}" id="date"
+            ng-model="$ctrl.data.date" placeholder="Date" name="date" required/>
+            <span class="crm-inline-error" ng-show="contributionForm.date.$dirty && contributionForm.date.$invalid && contributionForm.date.$error.required">Date is required</span>
+      </div>
+    </div>
+
+    <div class="form-group">
+      <label class="col-sm-2 control-label required-mark">
+        {{ts('Status')}}
+      </label>
+      <div class="col-sm-5">
+        <select class="form-control"
+          ng-model="$ctrl.data.statusId"
+          name="status"
+          required
+        >
+          <option value="">{{ ts('Status') }}</option>
+          <option ng-repeat="stauts in $ctrl.salesOrderStatus track by $index" value="{{ $ctrl.salesOrderStatus[$index].value }}">{{ $ctrl.salesOrderStatus[$index].label }}</option>
+        </select>
+        <span class="crm-inline-error" ng-show="contributionForm.status.$dirty && contributionForm.status.$invalid && contributionForm.status.$error.required">Status is required</span>
+      </div>
+    </div>
+    
+    <div class="form-group row">
+      <div class="col-sm-12">
+        <div class="clearfix">
+          <crm-dialog-button text="ts('Confirm')" icons="{primary: $ctrl.run ? 'fa-spin fa-spinner' : 'fa-file-text'}" on-click="$ctrl.createBulkContribution()" disabled="$ctrl.run || $ctrl.stage === 'done' || !contributionForm.$valid" ></crm-dialog-button>
+          <crm-dialog-button text="ts(($ctrl.stage === 'done') ? 'Close' : 'Cancel')" icons="{primary: 'fa-times'}" on-click="$ctrl.cancel()" disabled="$ctrl.run" ></crm-dialog-button>
+        </div>
+      </div>
+    </div>
+  </form>
+</div>
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
new file mode 100644
index 000000000..bd71b43e9
--- /dev/null
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -0,0 +1,58 @@
+(function (angular, $, _) {
+  var module = angular.module('civicase-features');
+
+  module.directive('quotationContributionBulk', function () {
+    return {
+      restrict: 'E',
+      controller: 'quotationContributionBulkController',
+      templateUrl: '~/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html',
+      scope: {}
+    };
+  });
+
+  module.controller('quotationContributionBulkController', quotationContributionBulkController);
+
+  /**
+   * @param {object} $q ng-promise object
+   * @param {object} $scope the controller scope
+   * @param {object} crmApi4 api V4 service
+   * @param {object} searchTaskBaseTrait searchkit trait
+   * @param {object} CaseUtils case utility service
+   * @param {object} SalesOrderStatus SalesOrderStatus service
+   */
+  function quotationContributionBulkController ($q, $scope, crmApi4, searchTaskBaseTrait, CaseUtils, SalesOrderStatus) {
+    $scope.ts = CRM.ts('civicase');
+
+    const ctrl = angular.extend(this, $scope.model, searchTaskBaseTrait);
+    ctrl.stage = 'form';
+    $scope.submitInProgress = false;
+    ctrl.data = {
+      toBeInvoiced: 'percent',
+      percentValue: 0,
+      statusId: null,
+      financialTypeId: null,
+      date: $.datepicker.formatDate('yy-mm-dd', new Date())
+    };
+    ctrl.salesOrderStatus = SalesOrderStatus.getAll();
+
+    this.createBulkContribution = () => {
+      $q(async function (resolve, reject) {
+        ctrl.run = true;
+        let contributionCreated = 0;
+
+        for (const id of ctrl.ids) {
+          try {
+            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, id });
+            contributionCreated++;
+          } catch (error) {
+            console.log(error);
+          }
+        }
+
+        ctrl.run = false;
+        ctrl.close();
+        CRM.alert(`${contributionCreated} Invoices have been generated.`, ts('Success'), 'success');
+      });
+    };
+  }
+})(angular, CRM.$, CRM._);
diff --git a/civicase.php b/civicase.php
index 2a324116b..2d4828d6a 100644
--- a/civicase.php
+++ b/civicase.php
@@ -571,4 +571,11 @@ function civicase_civicrm_searchKitTasks(array &$tasks, bool $checkPermissions,
     'title' => ts('Add Discount'),
     'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-discount.directive.html'],
   ];
+
+  $tasks['CaseSalesOrder']['create_contribution'] = [
+    'module' => 'civicase-features',
+    'icon'  => 'fa-credit-card',
+    'title' => ts('Create Contribution(Bulk)'),
+    'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html'],
+  ];
 }

From 934992ecc849e0930b9867404af96219bdf3e11f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 30 Mar 2023 21:25:51 +0100
Subject: [PATCH 063/199] BTHAB-34: Add Service and API action to create sales
 order contribution

---
 .../Service/CaseSalesOrderContribution.php    | 160 ++++++++++++++++
 .../ContributionCreateAction.php              | 171 ++++++++++++++++++
 2 files changed, 331 insertions(+)
 create mode 100644 CRM/Civicase/Service/CaseSalesOrderContribution.php
 create mode 100644 Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php

diff --git a/CRM/Civicase/Service/CaseSalesOrderContribution.php b/CRM/Civicase/Service/CaseSalesOrderContribution.php
new file mode 100644
index 000000000..19f78e9bd
--- /dev/null
+++ b/CRM/Civicase/Service/CaseSalesOrderContribution.php
@@ -0,0 +1,160 @@
+<?php
+
+use Civi\Api4\LineItem;
+use Civi\Api4\CaseSalesOrderContribution;
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\CaseSalesOrder;
+
+/**
+ * Service class to generate sales order line items.
+ */
+class CRM_Civicase_Service_CaseSalesOrderContribution {
+
+  const INVOICE_PERCENT = 'percent';
+  const INVOICE_REMAIN = 'remain';
+
+  /**
+   * The current sales order entity.
+   *
+   * @var array
+   */
+  public array $salesOrder;
+
+  /**
+   * Constructs CaseSalesOrderContribution service.
+   */
+  public function __construct(private int $salesOrderId, private string $type, private string $percentValue) {
+    $this->salesOrder = CaseSalesOrder::get()
+      ->addSelect('*')
+      ->addWhere('id', '=', $this->salesOrderId)
+      ->addChain('items', CaseSalesOrderLine::get()
+        ->addWhere('sales_order_id', '=', '$id')
+        ->addSelect('*', 'product_id.name', 'financial_type_id.name')
+      )
+      ->execute()
+      ->first() ?? [];
+  }
+
+  /**
+   * Generates Line Items for the sales order entity.
+   */
+  public function generateLineItems() {
+    $lineItems = [];
+
+    if (empty($this->salesOrder['items'])) {
+      return [];
+    }
+
+    $lineItems = $this->getLineItemForSalesOrder();
+
+    if ($this->type === self::INVOICE_REMAIN) {
+      $lineItems = [...$lineItems, ...$this->getPreviousContributionLineItem()];
+    }
+
+    return $lineItems;
+  }
+
+  /**
+   * Returns the line items for a sales order.
+   *
+   * @return array
+   *   Array of values keyed by contribution line item fields.
+   */
+  private function getLineItemForSalesOrder() {
+    $items = [];
+    foreach ($this->salesOrder['items'] as $item) {
+      $item['quantity'] = ($this->type === self::INVOICE_PERCENT) ?
+      ($this->percentValue / 100) * $item['quantity'] :
+      $item['quantity'];
+      $item['total'] = $item['quantity'] * floatval($item['unit_price']);
+      $item['tax'] = empty($item['tax_rate']) ? 0 : $this->percent($item['tax_rate'], $item['total']);
+
+      $items[] = $this->lineItemToContributionLineItem($item);
+
+      if ($item['discounted_percentage'] > 0) {
+        $item['tax'] = 0;
+        $item['item_description'] = "{$item['item_description']} Discount {$item['discounted_percentage']}%";
+        $item['unit_price'] = $this->percent($item['discounted_percentage'], -$item['unit_price']);
+        $item['total'] = $item['quantity'] * floatval($item['unit_price']);
+        $items[] = $this->lineItemToContributionLineItem($item);
+      }
+    }
+
+    return $items;
+  }
+
+  /**
+   * Returns the line items for a sales order.
+   *
+   * This is from the previously created contributions.
+   *
+   * @return array
+   *   Array of values keyed by contribution line item fields.
+   */
+  private function getPreviousContributionLineItem() {
+    $previousItems = [];
+
+    $caseSalesOrderContributions = CaseSalesOrderContribution::get()
+      ->addSelect('contribution_id')
+      ->addWhere('case_sales_order_id.id', '=', $this->salesOrderId)
+      ->addChain('items', LineItem::get()
+        ->addWhere('contribution_id', '=', '$contribution_id')
+    )
+      ->execute();
+
+    foreach ($caseSalesOrderContributions as $contribution) {
+      $items = $contribution['items'];
+
+      if (empty($items)) {
+        return [];
+      }
+
+      foreach ($items as $item) {
+        $item['qty'] = -1 * $item['qty'];
+        $item['line_total'] = $item['qty'] * floatval($item['unit_price']);
+        $previousItems[] = $item;
+      }
+    }
+
+    return $previousItems;
+  }
+
+  /**
+   * Converts a sales order line item to a contribution line item.
+   *
+   * @param array $item
+   *   Sales Order line item.
+   *
+   * @return array
+   *   Contribution line item
+   */
+  private function lineItemToContributionLineItem(array $item) {
+    return [
+      'qty' => $item['quantity'],
+      'tax_amount' => $item['tax'],
+      'label' => $item['item_description'],
+      'entity_table' => 'civicrm_contribution',
+      'financial_type_id' => $item['financial_type_id'],
+      'line_total' => $item['total'],
+      'unit_price' => $item['unit_price'],
+    ];
+  }
+
+  /**
+   * Returns percentage% of value.
+   *
+   * E.g. 5% of 10.
+   *
+   * @param float $percentage
+   *   Percentage to calculate.
+   * @param float $value
+   *   The value to get percentage of.
+   *
+   * @return float
+   *   Calculated Percentage in float
+   */
+  public function percent(float $percentage, float $value) {
+    return (floatval($percentage) / 100) * floatval($value);
+  }
+
+}
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
new file mode 100644
index 000000000..5f5239867
--- /dev/null
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -0,0 +1,171 @@
+<?php
+
+namespace Civi\Api4\Action\CaseSalesOrder;
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
+use Civi\Api4\PriceFieldValue;
+use Civi\Api4\PriceField;
+use Civi\Api4\PriceSet;
+use CRM_Core_Transaction;
+use Civi\Api4\Generic\Result;
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Traits\DAOActionTrait;
+use CRM_Contribute_BAO_Contribution as Contribution;
+use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
+
+/**
+ * Creates contribution for multiple sales orders.
+ */
+class ContributionCreateAction extends AbstractAction {
+  use DAOActionTrait;
+
+  /**
+   * Sales order ID.
+   *
+   * @var int
+   */
+  protected $id;
+
+  /**
+   * Sales order Status ID.
+   *
+   * @var int
+   */
+  protected $statusId;
+
+  /**
+   * Type of invoice (either percent or remain).
+   *
+   * @var string
+   */
+  protected $toBeInvoiced;
+
+  /**
+   * The percentage value.
+   *
+   * @var int
+   */
+  protected $percentValue;
+
+  /**
+   * Contribution Date.
+   *
+   * @var string
+   */
+  protected $date;
+
+  /**
+   * Contribution Financial Type ID.
+   *
+   * @var string
+   */
+  protected $financialTypeId;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function _run(Result $result) { // phpcs:ignore
+    $resultArray = $this->createContribution();
+
+    $result->exchangeArray($resultArray);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function createContribution() {
+    $transaction = CRM_Core_Transaction::create();
+
+    try {
+      $salesOrderContribution = new CaseSalesOrderContribution($this->id, $this->toBeInvoiced, $this->percentValue);
+      $lineItems = $salesOrderContribution->generateLineItems();
+
+      $priceSet = PriceSet::get()
+        ->addWhere('name', '=', 'default_contribution_amount')
+        ->addWhere('is_quick_config', '=', 1)
+        ->execute()
+        ->first();
+      $priceField = PriceField::get()
+        ->addWhere('price_set_id', '=', $priceSet['id'])
+        ->addChain('price_field_value', PriceFieldValue::get()
+          ->addWhere('price_field_id', '=', '$id')
+        )->execute();
+
+      $taxAmount = $lineTotal = 0;
+      $allLineItems = [];
+      foreach ($lineItems as $index => &$lineItem) {
+        $lineItem['price_field_id'] = $priceField[$index]['id'];
+        $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
+        $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
+        $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
+        $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
+        $lineTotal += (float) ($lineItem['line_total'] ?? 0);
+      }
+      $totalAmount = $lineTotal + $taxAmount;
+
+      $params = [
+        'source' => "Quotation {$this->id}",
+        'line_item' => $allLineItems,
+        'total_amount' => $totalAmount,
+        'tax_amount' => $taxAmount,
+        'financial_type_id' => $this->financialTypeId,
+        'receive_date' => $this->date,
+        'contact_id' => $salesOrderContribution->salesOrder['client_id'],
+      ];
+
+      $contribution = Contribution::create($params)->toArray();
+      $this->postCreateAction($contribution['id']);
+      return $contribution;
+    }
+    catch (\Exception $e) {
+      $transaction->rollback();
+
+      throw $e;
+    }
+
+  }
+
+  /**
+   * Delete line items that have been detached.
+   *
+   * @param array $salesOrder
+   *   Array of the salesorder to remove stale line items for.
+   */
+  public function removeStaleLineItems(array $salesOrder) {
+    if (empty($salesOrder['id'])) {
+      return;
+    }
+
+    $lineItemsInUse = array_column($salesOrder['items'], 'id');
+
+    CaseSalesOrderLine::delete()
+      ->addWhere('sales_order_id', '=', $salesOrder['id'])
+      ->addWhere('id', 'NOT IN', $lineItemsInUse)
+      ->execute();
+  }
+
+  /**
+   * Updates Sales Order status.
+   *
+   * Also creates SalesOrdeContribution.
+   *
+   * @param int $contributionId
+   *   New contribution ID.
+   */
+  public function postCreateAction($contributionId) {
+    Api4CaseSalesOrderContribution::create()
+      ->addValue('case_sales_order_id', $this->id)
+      ->addValue('to_be_invoiced', $this->toBeInvoiced)
+      ->addValue('percent_value', $this->percentValue)
+      ->addValue('contribution_id', $contributionId)
+      ->execute();
+
+    CaseSalesOrder::update()
+      ->addWhere('id', '=', $this->id)
+      ->addValue('status_id', $this->statusId)
+      ->execute();
+  }
+
+}

From 865ff57d12697a1a15022a0e64513c229b0c22d9 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 30 Mar 2023 21:27:48 +0100
Subject: [PATCH 064/199] BTHAB-34: Add test to ensure the right contribution
 value is created for sales order

---
 .../CaseSalesOrderContributionTest.php        |  62 ++++
 .../ContributionCreateActionTest.php          | 283 ++++++++++++++++++
 tests/phpunit/Helpers/CaseSalesOrderTrait.php |  31 ++
 tests/phpunit/Helpers/PriceFieldTrait.php     |  62 ++++
 4 files changed, 438 insertions(+)
 create mode 100644 tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
 create mode 100644 tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
 create mode 100644 tests/phpunit/Helpers/PriceFieldTrait.php

diff --git a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
new file mode 100644
index 000000000..ae7c8cb09
--- /dev/null
+++ b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
@@ -0,0 +1,62 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use CRM_Civicase_Service_CaseSalesOrderContribution as SalesOrderService;
+
+/**
+ * Runs tests on CRM_Civicase_Service_CaseSalesOrderContribution Service tests.
+ *
+ * @group headless
+ */
+class CRM_Civicase_Service_CRM_Civicase_Service_CaseSalesOrderContributionsTest extends BaseHeadlessTest {
+  use Helpers_PriceFieldTrait;
+  use Helpers_CaseSalesOrderTrait;
+
+  /**
+   * Setup data before tests run.
+   */
+  public function setUp() {
+    $this->generatePriceField();
+  }
+
+  /**
+   * Ensures the correct number of line item is created.
+   *
+   * When there's no previous contribution.
+   */
+  public function testCorrectNumberOfLineItemsIsGeneratedWithoutPreviousContribution() {
+    $salesOrder = $this->createCaseSalesOrder();
+
+    $salesOrderService = new SalesOrderService($salesOrder['id'], SalesOrderService::INVOICE_PERCENT, 25);
+    $lineItems = $salesOrderService->generateLineItems();
+
+    $this->assertCount(2, $lineItems);
+  }
+
+  /**
+   * Ensures the correct number of line item is created.
+   *
+   * When there's previous contribution.
+   */
+  public function testCorrectNumberOfLineItemsIsGeneratedWithPreviousContribution() {
+    $salesOrder = $this->createCaseSalesOrder();
+
+    $previousContributionCount = rand(1, 4);
+    for ($i = 0; $i < $previousContributionCount; $i++) {
+      CaseSalesOrder::contributionCreateAction()
+        ->setId($salesOrder['id'])
+        ->setStatusId(1)
+        ->setToBeInvoiced(SalesOrderService::INVOICE_PERCENT)
+        ->setPercentValue(20)
+        ->setDate(date('Y-m-d'))
+        ->setFinancialTypeId('1')
+        ->execute();
+    }
+
+    $salesOrderService = new SalesOrderService($salesOrder['id'], SalesOrderService::INVOICE_REMAIN, 0);
+    $lineItems = $salesOrderService->generateLineItems();
+
+    $this->assertCount(($previousContributionCount * 2) + 2, $lineItems);
+  }
+
+}
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
new file mode 100644
index 000000000..235731324
--- /dev/null
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -0,0 +1,283 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
+
+/**
+ * CaseSalesOrder.ContributionCreateAction API Test Case.
+ *
+ * @group headless
+ */
+class Civi_Api4_CaseSalesOrder_ContributionCreateActionTest extends BaseHeadlessTest {
+
+  use Helpers_PriceFieldTrait;
+  use Helpers_CaseSalesOrderTrait;
+  use CRM_Civicase_Helpers_SessionTrait;
+
+  /**
+   * Setup data before tests run.
+   */
+  public function setUp() {
+    $this->generatePriceField();
+    $contact = ContactFabricator::fabricate();
+    $this->registerCurrentLoggedInContactInSession($contact['id']);
+  }
+
+  /**
+   * Ensures contribution create action updates status successfully.
+   */
+  public function testContributionCreateActionWillUpdateSalesOrderStatus() {
+    ['id' => $id] = $this->createCaseSalesOrder();
+
+    $newStatus = $this->getCaseSalesOrderStatus()[1]['value'];
+    CaseSalesOrder::contributionCreateAction()
+      ->setId($id)
+      ->setStatusId($newStatus)
+      ->setToBeInvoiced('percent')
+      ->setPercentValue('100')
+      ->setDate('2020-2-12')
+      ->setFinancialTypeId('1')
+      ->execute();
+
+    $results = CaseSalesOrder::get()
+      ->addWhere('id', '=', $id)
+      ->execute()
+      ->first();
+
+    $this->assertEquals($newStatus, $results['status_id']);
+  }
+
+  /**
+   * Ensures The total amount of contribution will be the expected amount.
+   *
+   * @dataProvider provideContributionCreateData
+   */
+  public function testAppropriateContributionAmountIsCreated($expectedPercent, $contributionCreateData, $withDiscount = FALSE, $withTax = FALSE) {
+    $params = [];
+
+    if ($withDiscount) {
+      $params['items']['discounted_percentage'] = rand(1, 50);
+    }
+
+    if ($withTax) {
+      $params['items']['tax_rate'] = rand(1, 50);
+    }
+
+    $salesOrder = $this->createCaseSalesOrder($params);
+    $computedTotal = CaseSalesOrder::computeTotal()
+      ->setLineItems($salesOrder['items'])
+      ->execute()
+      ->jsonSerialize()[0];
+
+    foreach ($contributionCreateData as $data) {
+      CaseSalesOrder::contributionCreateAction()
+        ->setId($salesOrder['id'])
+        ->setStatusId($data['statusId'])
+        ->setToBeInvoiced($data['toBeInvoiced'])
+        ->setPercentValue($data['percentValue'])
+        ->setDate($data['date'])
+        ->setFinancialTypeId($data['financialTypeId'])
+        ->execute();
+    }
+
+    $contributionAmounts = Api4CaseSalesOrderContribution::get()
+      ->addSelect('contribution_id', 'contribution_id.total_amount')
+      ->addWhere('case_sales_order_id.id', '=', $salesOrder['id'])
+      ->execute()
+      ->jsonSerialize();
+
+    $paidTotal = array_sum(array_column($contributionAmounts, 'contribution_id.total_amount'));
+
+    // We can only guarantee that the value will be equal to 1 decimal place.
+    $this->assertEquals(round(($expectedPercent * $computedTotal['totalAfterTax']) / 100, 1), round($paidTotal, 1));
+  }
+
+  /**
+   * Provides data to test contribution create action.
+   *
+   * @return array
+   *   Array of different scenarios
+   */
+  public function provideContributionCreateData(): array {
+    return [
+      '100% value will be total of the sales order value' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 100,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+      '100% value will be total of the sales order value with discount applied' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 100,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+        'withDiscount' => TRUE,
+      ],
+      '100% value will be total of the sales order value with tax_rate applied' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 100,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+        'withTax' => TRUE,
+      ],
+      '100% value will be total of the sales order value with tax_rate applied and paid twice' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 50,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 50,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+        'withTax' => TRUE,
+      ],
+      '100% value will be total of the sales order value when paid in 4 instalment of 25%' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+      '75% value will be total of the sales order value when paid in 3 instalment of 25%' => [
+        'expectedPercent' => 75,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+      '100% value will be total of the sales order value when paid at once using remain option' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+      // Expects this value to be ignored.
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+      '100% value will be total of the sales order value when paid with 25% and remain option' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 25,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+            'percentValue' => 0,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+      '100% value will be total of the sales order value when paid with 30%, 30% and remain option' => [
+        'expectedPercent' => 100,
+        'contributionCreateData' => [
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 30,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+            'percentValue' => 30,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+          [
+            'statusId' => 1,
+            'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+            'percentValue' => 0,
+            'date' => date("Y-m-d"),
+            'financialTypeId' => '1',
+          ],
+        ],
+      ],
+    ];
+  }
+
+}
diff --git a/tests/phpunit/Helpers/CaseSalesOrderTrait.php b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
index cd8495ac5..b66a8d870 100644
--- a/tests/phpunit/Helpers/CaseSalesOrderTrait.php
+++ b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
@@ -1,5 +1,6 @@
 <?php
 
+use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\OptionValue;
 use CRM_Civicase_Test_Fabricator_Case as CaseFabricator;
 use CRM_Civicase_Test_Fabricator_Product as ProductFabricator;
@@ -87,4 +88,34 @@ public function getCaseSalesOrderLineData(array $default = []) {
     ], $default);
   }
 
+  /**
+   * Creates case sales order.
+   *
+   * @param array $params
+   *   Extra paramters.
+   *
+   * @return array
+   *   Created case sales order
+   */
+  public function createCaseSalesOrder(array $params = []): array {
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData();
+
+    if (!empty($params['items']['discounted_percentage'])) {
+      $salesOrder['items'][0]['discounted_percentage'] = $params['items']['discounted_percentage'];
+    }
+
+    if (!empty($params['items']['tax_rate'])) {
+      $salesOrder['items'][0]['tax_rate'] = $params['items']['tax_rate'];
+    }
+
+    $salesOrder['id'] = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    return $salesOrder;
+  }
+
 }
diff --git a/tests/phpunit/Helpers/PriceFieldTrait.php b/tests/phpunit/Helpers/PriceFieldTrait.php
new file mode 100644
index 000000000..07c1ab481
--- /dev/null
+++ b/tests/phpunit/Helpers/PriceFieldTrait.php
@@ -0,0 +1,62 @@
+<?php
+
+/**
+ * Case setting helper trait.
+ */
+trait Helpers_PriceFieldTrait {
+
+  /**
+   * Generates price fields for testing.
+   *
+   * @see CRM_Lineitemedit_Util
+   */
+  public function generatePriceField() {
+    $priceField = civicrm_api3('PriceField',
+      'getsingle',
+      [
+        'price_set_id' => civicrm_api3('PriceSet', 'getvalue', [
+          'name' => 'default_contribution_amount',
+          'return' => 'id',
+        ]),
+        'options' => ['limit' => 1],
+      ]
+    );
+    $priceFieldParams = $priceField;
+    unset(
+      $priceFieldParams['id'],
+      $priceFieldParams['name'],
+      $priceFieldParams['weight'],
+      $priceFieldParams['is_required']
+    );
+    $priceFieldValue = civicrm_api3('PriceFieldValue',
+      'getsingle',
+      [
+        'price_field_id' => $priceField['id'],
+        'options' => ['limit' => 1],
+      ]
+    );
+    $priceFieldValueParams = $priceFieldValue;
+    unset($priceFieldValueParams['id'], $priceFieldValueParams['name'], $priceFieldValueParams['weight']);
+    for ($i = 1; $i <= 30; ++$i) {
+      $params = array_merge($priceFieldParams, ['label' => ts('Additional Line Item') . " $i"]);
+      $priceField = civicrm_api3('PriceField', 'get', $params)['values'];
+      if (empty($priceField)) {
+        $p = civicrm_api3('PriceField', 'create', $params);
+        civicrm_api3('PriceFieldValue', 'create', array_merge(
+          $priceFieldValueParams,
+          [
+            'label' => ts('Additional Item') . " $i",
+            'price_field_id' => $p['id'],
+          ]
+        ));
+      }
+      else {
+        civicrm_api3('PriceField', 'create', [
+          'id' => key($priceField),
+          'is_active' => TRUE,
+        ]);
+      }
+    }
+  }
+
+}

From 27e800dc1a9553ae4f3a005852de016cb9a7298a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 30 Mar 2023 21:29:21 +0100
Subject: [PATCH 065/199] BTHAB-34: Only one client per case sales order

---
 .../quotations/directives/quotations-create.directive.html      | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index c2cc7a661..efa36d7a4 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -15,7 +15,7 @@ <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
               name="client"
               crm-entityref="{
                 entity: 'Contact',
-                select: { multiple: true, allowClear: true }
+                select: { multiple: false, allowClear: true }
               }"
               required
               ng-minlength="1"

From eac8cbf2126f04b51188282bc3cdc7fe5141810a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 08:40:33 +0100
Subject: [PATCH 066/199] BTHAB-34: Create Bulk contributions in batches

---
 CRM/Civicase/Test/Fabricator/CaseType.php     | 11 +++
 .../ContributionCreateAction.php              | 91 ++++++++++---------
 ...uotations-contribution-bulk.directive.html | 20 +++-
 .../quotations-contribution-bulk.directive.js | 15 ++-
 .../CaseSalesOrderContributionTest.php        |  2 +-
 .../ContributionCreateActionTest.php          | 52 +++++++++--
 6 files changed, 136 insertions(+), 55 deletions(-)

diff --git a/CRM/Civicase/Test/Fabricator/CaseType.php b/CRM/Civicase/Test/Fabricator/CaseType.php
index 555539375..156047cff 100644
--- a/CRM/Civicase/Test/Fabricator/CaseType.php
+++ b/CRM/Civicase/Test/Fabricator/CaseType.php
@@ -44,6 +44,17 @@ class CRM_Civicase_Test_Fabricator_CaseType {
    */
   public static function fabricate(array $params = []) {
     $params = array_merge(self::$defaultParams, $params);
+
+    $result = civicrm_api3(
+      'CaseType',
+      'get',
+      ['name' => $params['name']]
+    );
+
+    if (!empty($result['values'])) {
+      $params['id'] = array_pop($result['values'])['id'];
+    }
+
     $result = civicrm_api3(
       'CaseType',
       'create',
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 5f5239867..38d3122a9 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -3,7 +3,6 @@
 namespace Civi\Api4\Action\CaseSalesOrder;
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 use Civi\Api4\PriceFieldValue;
 use Civi\Api4\PriceField;
 use Civi\Api4\PriceSet;
@@ -14,6 +13,7 @@
 use Civi\Api4\Generic\Traits\DAOActionTrait;
 use CRM_Contribute_BAO_Contribution as Contribution;
 use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
+use CRM_Utils_SQL_Insert;
 
 /**
  * Creates contribution for multiple sales orders.
@@ -22,11 +22,11 @@ class ContributionCreateAction extends AbstractAction {
   use DAOActionTrait;
 
   /**
-   * Sales order ID.
+   * Sales order IDs.
    *
-   * @var int
+   * @var array
    */
-  protected $id;
+  protected $ids;
 
   /**
    * Sales order Status ID.
@@ -77,11 +77,9 @@ public function _run(Result $result) { // phpcs:ignore
    */
   protected function createContribution() {
     $transaction = CRM_Core_Transaction::create();
+    $salesOrderContributions = [];
 
     try {
-      $salesOrderContribution = new CaseSalesOrderContribution($this->id, $this->toBeInvoiced, $this->percentValue);
-      $lineItems = $salesOrderContribution->generateLineItems();
-
       $priceSet = PriceSet::get()
         ->addWhere('name', '=', 'default_contribution_amount')
         ->addWhere('is_quick_config', '=', 1)
@@ -92,39 +90,49 @@ protected function createContribution() {
         ->addChain('price_field_value', PriceFieldValue::get()
           ->addWhere('price_field_id', '=', '$id')
         )->execute();
-
-      $taxAmount = $lineTotal = 0;
-      $allLineItems = [];
-      foreach ($lineItems as $index => &$lineItem) {
-        $lineItem['price_field_id'] = $priceField[$index]['id'];
-        $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
-        $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
-        $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
-        $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
-        $lineTotal += (float) ($lineItem['line_total'] ?? 0);
+      foreach ($this->ids as $id) {
+        $salesOrderContribution = new CaseSalesOrderContribution($id, $this->toBeInvoiced, $this->percentValue);
+        $lineItems = $salesOrderContribution->generateLineItems();
+
+        $taxAmount = $lineTotal = 0;
+        $allLineItems = [];
+        foreach ($lineItems as $index => &$lineItem) {
+          $lineItem['price_field_id'] = $priceField[$index]['id'];
+          $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
+          $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
+          $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
+          $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
+          $lineTotal += (float) ($lineItem['line_total'] ?? 0);
+        }
+        $totalAmount = $lineTotal + $taxAmount;
+
+        $params = [
+          'source' => "Quotation {$id}",
+          'line_item' => $allLineItems,
+          'total_amount' => $totalAmount,
+          'tax_amount' => $taxAmount,
+          'financial_type_id' => $this->financialTypeId,
+          'receive_date' => $this->date,
+          'contact_id' => $salesOrderContribution->salesOrder['client_id'],
+        ];
+
+        $contribution = Contribution::create($params)->toArray();
+        $salesOrderContributions[] = [
+          'case_sales_order_id' => $id,
+          'to_be_invoiced' => $this->toBeInvoiced,
+          'percent_value' => $this->percentValue,
+          'contribution_id' => $contribution['id'],
+        ];
       }
-      $totalAmount = $lineTotal + $taxAmount;
-
-      $params = [
-        'source' => "Quotation {$this->id}",
-        'line_item' => $allLineItems,
-        'total_amount' => $totalAmount,
-        'tax_amount' => $taxAmount,
-        'financial_type_id' => $this->financialTypeId,
-        'receive_date' => $this->date,
-        'contact_id' => $salesOrderContribution->salesOrder['client_id'],
-      ];
-
-      $contribution = Contribution::create($params)->toArray();
-      $this->postCreateAction($contribution['id']);
-      return $contribution;
+
+      $this->postCreateAction($salesOrderContributions);
     }
     catch (\Exception $e) {
       $transaction->rollback();
 
       throw $e;
     }
-
+    return [];
   }
 
   /**
@@ -151,19 +159,16 @@ public function removeStaleLineItems(array $salesOrder) {
    *
    * Also creates SalesOrdeContribution.
    *
-   * @param int $contributionId
-   *   New contribution ID.
+   * @param array $salesOrderContributions
+   *   Sales Order COntribution values.
    */
-  public function postCreateAction($contributionId) {
-    Api4CaseSalesOrderContribution::create()
-      ->addValue('case_sales_order_id', $this->id)
-      ->addValue('to_be_invoiced', $this->toBeInvoiced)
-      ->addValue('percent_value', $this->percentValue)
-      ->addValue('contribution_id', $contributionId)
-      ->execute();
+  public function postCreateAction(array $salesOrderContributions) {
+    $insert = CRM_Utils_SQL_Insert::into(\CRM_Civicase_BAO_CaseSalesOrderContribution::$_tableName)
+      ->rows($salesOrderContributions);
+    \CRM_Core_DAO::executeQuery($insert->toSQL());
 
     CaseSalesOrder::update()
-      ->addWhere('id', '=', $this->id)
+      ->addWhere('id', 'IN', $this->ids)
       ->addValue('status_id', $this->statusId)
       ->execute();
   }
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
index b1dbceb71..c63fc9e8e 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
@@ -1,7 +1,13 @@
 <div id="bootstrap-theme" class="civicase__container" crm-dialog="crmSearchTask">
 
   <form name="contributionForm" class="form-horizontal" ng-controller="quotationContributionBulkController as $ctrl">
-
+    <div class="row" style="margin-bottom: 2em;">
+      <div class="col-sm-12">
+        <p>
+          <strong ng-if="$ctrl.ids.length">{{:: ts('Create Bulk Contribution for %1 Quotations', {1: $ctrl.ids.length}) }}</strong>
+          </p>
+      </div>
+    </div>
     <div class="row">
       <div ng-show="$ctrl.stage === 'done'">{{$ctrl.completedMessage}}</div>
     </div>
@@ -72,6 +78,18 @@
         <span class="crm-inline-error" ng-show="contributionForm.status.$dirty && contributionForm.status.$invalid && contributionForm.status.$error.required">Status is required</span>
       </div>
     </div>
+
+    <div class="form-group row" ng-if="$ctrl.progress !== null" >
+      <hr />
+      <dv class="col-md-12">
+        <div class="crm-search-task-progress">
+          <h5>{{:: ts('Creating Contributions..') }}</h5>
+          <div class="progress">
+            <div class="progress-bar progress-bar-striped active" role="progressbar" ng-style="{width: '' + $ctrl.progress + '%'}"></div>
+          </div>
+        </div>
+      </dv>
+    </div>
     
     <div class="form-group row">
       <div class="col-sm-12">
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
index bd71b43e9..a1792ba76 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -34,18 +34,25 @@
       date: $.datepicker.formatDate('yy-mm-dd', new Date())
     };
     ctrl.salesOrderStatus = SalesOrderStatus.getAll();
+    this.progress = null;
+    const BATCH_SIZE = 50;
 
     this.createBulkContribution = () => {
       $q(async function (resolve, reject) {
         ctrl.run = true;
+        ctrl.progress = 0;
         let contributionCreated = 0;
-
-        for (const id of ctrl.ids) {
+        let index = 0;
+        const chunkedIds = _.chunk(ctrl.ids, BATCH_SIZE);
+        for (const ids of chunkedIds) {
           try {
-            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, id });
-            contributionCreated++;
+            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, ids });
+            contributionCreated += ids.length;
           } catch (error) {
             console.log(error);
+          } finally {
+            index += BATCH_SIZE;
+            ctrl.progress = (index * 100) / ctrl.ids.length;
           }
         }
 
diff --git a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
index ae7c8cb09..dfe7a1ed0 100644
--- a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
+++ b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
@@ -44,7 +44,7 @@ public function testCorrectNumberOfLineItemsIsGeneratedWithPreviousContribution(
     $previousContributionCount = rand(1, 4);
     for ($i = 0; $i < $previousContributionCount; $i++) {
       CaseSalesOrder::contributionCreateAction()
-        ->setId($salesOrder['id'])
+        ->setIds([$salesOrder['id']])
         ->setStatusId(1)
         ->setToBeInvoiced(SalesOrderService::INVOICE_PERCENT)
         ->setPercentValue(20)
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
index 235731324..ddafa22f1 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -29,11 +29,15 @@ public function setUp() {
    * Ensures contribution create action updates status successfully.
    */
   public function testContributionCreateActionWillUpdateSalesOrderStatus() {
-    ['id' => $id] = $this->createCaseSalesOrder();
+    $ids = [];
+
+    for ($i = 0; $i < rand(5, 11); $i++) {
+      $ids[] = $this->createCaseSalesOrder()['id'];
+    }
 
     $newStatus = $this->getCaseSalesOrderStatus()[1]['value'];
     CaseSalesOrder::contributionCreateAction()
-      ->setId($id)
+      ->setIds($ids)
       ->setStatusId($newStatus)
       ->setToBeInvoiced('percent')
       ->setPercentValue('100')
@@ -42,11 +46,47 @@ public function testContributionCreateActionWillUpdateSalesOrderStatus() {
       ->execute();
 
     $results = CaseSalesOrder::get()
-      ->addWhere('id', '=', $id)
+      ->addWhere('id', 'IN', $ids)
+      ->execute();
+
+    $iterator = $results->getIterator();
+    while ($iterator->valid()) {
+      $this->assertEquals($newStatus, $iterator->current()['status_id']);
+      $iterator->next();
+    }
+  }
+
+  /**
+   * Ensures contribution create action will create expeted pivot row.
+   *
+   * I.e.
+   * Inserts a new row for each of the case sales order contribution.
+   */
+  public function testContributionCreateActionWillInsertPivotRow() {
+    $ids = [];
+
+    for ($i = 0; $i < rand(5, 11); $i++) {
+      $ids[] = $this->createCaseSalesOrder()['id'];
+    }
+
+    $newStatus = $this->getCaseSalesOrderStatus()[1]['value'];
+    CaseSalesOrder::contributionCreateAction()
+      ->setIds($ids)
+      ->setStatusId($newStatus)
+      ->setToBeInvoiced('percent')
+      ->setPercentValue('100')
+      ->setDate('2020-2-12')
+      ->setFinancialTypeId('1')
+      ->execute();
+
+    $salesOrderContributions = Api4CaseSalesOrderContribution::get()
+      ->addSelect('case_sales_order_id')
+      ->addWhere('case_sales_order_id.id', 'IN', $ids)
       ->execute()
-      ->first();
+      ->jsonSerialize();
 
-    $this->assertEquals($newStatus, $results['status_id']);
+    $this->assertCount(count($ids), $salesOrderContributions);
+    $this->assertEmpty(array_diff(array_column($salesOrderContributions, 'case_sales_order_id'), $ids));
   }
 
   /**
@@ -73,7 +113,7 @@ public function testAppropriateContributionAmountIsCreated($expectedPercent, $co
 
     foreach ($contributionCreateData as $data) {
       CaseSalesOrder::contributionCreateAction()
-        ->setId($salesOrder['id'])
+        ->setIds([$salesOrder['id']])
         ->setStatusId($data['statusId'])
         ->setToBeInvoiced($data['toBeInvoiced'])
         ->setPercentValue($data['percentValue'])

From 3964d4c091a6d95069b25297c971363fe8885812 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 18:02:02 +0100
Subject: [PATCH 067/199] BTHAB-34: Refactor CreateAction API

Separate the create action method into separate distinct methods
---
 .../ContributionCreateAction.php              | 158 ++++++++++--------
 1 file changed, 84 insertions(+), 74 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 38d3122a9..db651627f 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -8,12 +8,11 @@
 use Civi\Api4\PriceSet;
 use CRM_Core_Transaction;
 use Civi\Api4\Generic\Result;
-use Civi\Api4\CaseSalesOrderLine;
 use Civi\Api4\Generic\AbstractAction;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
 use CRM_Contribute_BAO_Contribution as Contribution;
 use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
-use CRM_Utils_SQL_Insert;
+use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 
 /**
  * Creates contribution for multiple sales orders.
@@ -77,98 +76,109 @@ public function _run(Result $result) { // phpcs:ignore
    */
   protected function createContribution() {
     $transaction = CRM_Core_Transaction::create();
-    $salesOrderContributions = [];
-
-    try {
-      $priceSet = PriceSet::get()
-        ->addWhere('name', '=', 'default_contribution_amount')
-        ->addWhere('is_quick_config', '=', 1)
-        ->execute()
-        ->first();
-      $priceField = PriceField::get()
-        ->addWhere('price_set_id', '=', $priceSet['id'])
-        ->addChain('price_field_value', PriceFieldValue::get()
-          ->addWhere('price_field_id', '=', '$id')
-        )->execute();
-      foreach ($this->ids as $id) {
-        $salesOrderContribution = new CaseSalesOrderContribution($id, $this->toBeInvoiced, $this->percentValue);
-        $lineItems = $salesOrderContribution->generateLineItems();
-
-        $taxAmount = $lineTotal = 0;
-        $allLineItems = [];
-        foreach ($lineItems as $index => &$lineItem) {
-          $lineItem['price_field_id'] = $priceField[$index]['id'];
-          $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
-          $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
-          $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
-          $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
-          $lineTotal += (float) ($lineItem['line_total'] ?? 0);
-        }
-        $totalAmount = $lineTotal + $taxAmount;
-
-        $params = [
-          'source' => "Quotation {$id}",
-          'line_item' => $allLineItems,
-          'total_amount' => $totalAmount,
-          'tax_amount' => $taxAmount,
-          'financial_type_id' => $this->financialTypeId,
-          'receive_date' => $this->date,
-          'contact_id' => $salesOrderContribution->salesOrder['client_id'],
-        ];
-
-        $contribution = Contribution::create($params)->toArray();
-        $salesOrderContributions[] = [
-          'case_sales_order_id' => $id,
-          'to_be_invoiced' => $this->toBeInvoiced,
-          'percent_value' => $this->percentValue,
-          'contribution_id' => $contribution['id'],
-        ];
-      }
+    $priceField = $this->getDefaultContributionPriceField();
 
-      $this->postCreateAction($salesOrderContributions);
+    foreach ($this->ids as $id) {
+      try {
+        $contribution = $this->createContributionWithLineItems($id, $priceField);
+        $this->linkCaseSalesOrderToContribution($id, $contribution['id']);
+        $this->updateCaseSalesOrderStatus($id);
+      }
+      catch (\Exception $e) {
+        $transaction->rollback();
+      }
     }
-    catch (\Exception $e) {
-      $transaction->rollback();
 
-      throw $e;
-    }
     return [];
   }
 
   /**
-   * Delete line items that have been detached.
+   * Creates sales order contribution with associated line items.
    *
-   * @param array $salesOrder
-   *   Array of the salesorder to remove stale line items for.
+   * @param int $salesOrderId
+   *   Sales Order ID.
+   * @param array $priceField
+   *   Array of price fields.
    */
-  public function removeStaleLineItems(array $salesOrder) {
-    if (empty($salesOrder['id'])) {
-      return;
+  public function createContributionWithLineItems(int $salesOrderId, array $priceField): array {
+    $salesOrderContribution = new CaseSalesOrderContribution($salesOrderId, $this->toBeInvoiced, $this->percentValue);
+    $lineItems = $salesOrderContribution->generateLineItems();
+
+    $taxAmount = $lineTotal = 0;
+    $allLineItems = [];
+    foreach ($lineItems as $index => &$lineItem) {
+      $lineItem['price_field_id'] = $priceField[$index]['id'];
+      $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
+      $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
+      $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
+      $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
+      $lineTotal += (float) ($lineItem['line_total'] ?? 0);
     }
+    $totalAmount = $lineTotal + $taxAmount;
+
+    $params = [
+      'source' => "Quotation {$salesOrderId}",
+      'line_item' => $allLineItems,
+      'total_amount' => $totalAmount,
+      'tax_amount' => $taxAmount,
+      'financial_type_id' => $this->financialTypeId,
+      'receive_date' => $this->date,
+      'contact_id' => $salesOrderContribution->salesOrder['client_id'],
+    ];
+
+    return Contribution::create($params)->toArray();
+  }
 
-    $lineItemsInUse = array_column($salesOrder['items'], 'id');
+  /**
+   * Returns default contribution price set fields.
+   *
+   * @return array
+   *   Array of price fields
+   */
+  public function getDefaultContributionPriceField(): array {
+    $priceSet = PriceSet::get()
+      ->addWhere('name', '=', 'default_contribution_amount')
+      ->addWhere('is_quick_config', '=', 1)
+      ->execute()
+      ->first();
+
+    return PriceField::get()
+      ->addWhere('price_set_id', '=', $priceSet['id'])
+      ->addChain('price_field_value', PriceFieldValue::get()
+        ->addWhere('price_field_id', '=', '$id')
+      )->execute()
+      ->getArrayCopy();
+  }
 
-    CaseSalesOrderLine::delete()
-      ->addWhere('sales_order_id', '=', $salesOrder['id'])
-      ->addWhere('id', 'NOT IN', $lineItemsInUse)
+  /**
+   * Links sales order with contirbution.
+   *
+   * This is done by inserting new row into the
+   * pivot table CaseSalesOrderContribution.
+   *
+   * @param int $salesOrderId
+   *   Sales Order Id.
+   * @param int $contributionId
+   *   Contribution ID.
+   */
+  public function linkCaseSalesOrderToContribution(int $salesOrderId, int $contributionId): void {
+    Api4CaseSalesOrderContribution::create()
+      ->addValue('case_sales_order_id', $salesOrderId)
+      ->addValue('to_be_invoiced', $this->toBeInvoiced)
+      ->addValue('percent_value', $this->percentValue)
+      ->addValue('contribution_id', $contributionId)
       ->execute();
   }
 
   /**
    * Updates Sales Order status.
    *
-   * Also creates SalesOrdeContribution.
-   *
-   * @param array $salesOrderContributions
-   *   Sales Order COntribution values.
+   * @param int $salesOrderId
+   *   Sales Order Id.
    */
-  public function postCreateAction(array $salesOrderContributions) {
-    $insert = CRM_Utils_SQL_Insert::into(\CRM_Civicase_BAO_CaseSalesOrderContribution::$_tableName)
-      ->rows($salesOrderContributions);
-    \CRM_Core_DAO::executeQuery($insert->toSQL());
-
+  public function updateCaseSalesOrderStatus(int $salesOrderId): void {
     CaseSalesOrder::update()
-      ->addWhere('id', 'IN', $this->ids)
+      ->addWhere('id', '=', $salesOrderId)
       ->addValue('status_id', $this->statusId)
       ->execute();
   }

From ee708c8cf16f8f08e4c2c36351771ac0605caf0d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 18:18:29 +0100
Subject: [PATCH 068/199] BTHAB-34: Refactor CaseSalesOrderContribution service

---
 ...ribution.php => CaseSalesOrderLineItemsGenerator.php} | 9 ++++++++-
 .../Action/CaseSalesOrder/ContributionCreateAction.php   | 4 ++--
 ...Test.php => CaseSalesOrderLineItemsGeneratorTest.php} | 6 +++---
 .../Api4/CaseSalesOrder/ContributionCreateActionTest.php | 2 +-
 4 files changed, 14 insertions(+), 7 deletions(-)
 rename CRM/Civicase/Service/{CaseSalesOrderContribution.php => CaseSalesOrderLineItemsGenerator.php} (95%)
 rename tests/phpunit/CRM/Civicase/Service/{CaseSalesOrderContributionTest.php => CaseSalesOrderLineItemsGeneratorTest.php} (86%)

diff --git a/CRM/Civicase/Service/CaseSalesOrderContribution.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
similarity index 95%
rename from CRM/Civicase/Service/CaseSalesOrderContribution.php
rename to CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 19f78e9bd..f49baf46b 100644
--- a/CRM/Civicase/Service/CaseSalesOrderContribution.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -8,7 +8,7 @@
 /**
  * Service class to generate sales order line items.
  */
-class CRM_Civicase_Service_CaseSalesOrderContribution {
+class CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator {
 
   const INVOICE_PERCENT = 'percent';
   const INVOICE_REMAIN = 'remain';
@@ -24,6 +24,13 @@ class CRM_Civicase_Service_CaseSalesOrderContribution {
    * Constructs CaseSalesOrderContribution service.
    */
   public function __construct(private int $salesOrderId, private string $type, private string $percentValue) {
+    $this->setSalesOrder();
+  }
+
+  /**
+   * Sets the sales order value.
+   */
+  private function setSalesOrder(): void {
     $this->salesOrder = CaseSalesOrder::get()
       ->addSelect('*')
       ->addWhere('id', '=', $this->salesOrderId)
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index db651627f..b8766e7c3 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -11,7 +11,7 @@
 use Civi\Api4\Generic\AbstractAction;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
 use CRM_Contribute_BAO_Contribution as Contribution;
-use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
+use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as salesOrderlineItemGenerator;
 use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 
 /**
@@ -101,7 +101,7 @@ protected function createContribution() {
    *   Array of price fields.
    */
   public function createContributionWithLineItems(int $salesOrderId, array $priceField): array {
-    $salesOrderContribution = new CaseSalesOrderContribution($salesOrderId, $this->toBeInvoiced, $this->percentValue);
+    $salesOrderContribution = new salesOrderlineItemGenerator($salesOrderId, $this->toBeInvoiced, $this->percentValue);
     $lineItems = $salesOrderContribution->generateLineItems();
 
     $taxAmount = $lineTotal = 0;
diff --git a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
similarity index 86%
rename from tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
rename to tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
index dfe7a1ed0..e63b960c3 100644
--- a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderContributionTest.php
+++ b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
@@ -1,14 +1,14 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
-use CRM_Civicase_Service_CaseSalesOrderContribution as SalesOrderService;
+use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as SalesOrderService;
 
 /**
- * Runs tests on CRM_Civicase_Service_CaseSalesOrderContribution Service tests.
+ * Runs tests on CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator Service tests.
  *
  * @group headless
  */
-class CRM_Civicase_Service_CRM_Civicase_Service_CaseSalesOrderContributionsTest extends BaseHeadlessTest {
+class CRM_Civicase_Service_CaseSalesOrderLineItemsGeneratorsTest extends BaseHeadlessTest {
   use Helpers_PriceFieldTrait;
   use Helpers_CaseSalesOrderTrait;
 
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
index ddafa22f1..1e4c597fa 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -3,7 +3,7 @@
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
-use CRM_Civicase_Service_CaseSalesOrderContribution as CaseSalesOrderContribution;
+use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as CaseSalesOrderContribution;
 
 /**
  * CaseSalesOrder.ContributionCreateAction API Test Case.

From 4f6225eb0bc30810bc08a5c549413511109eb841 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 19:50:19 +0100
Subject: [PATCH 069/199] BTHAB-34: pass ids to salesorder create action API as
 salesOrderIds

---
 .../Api4/Action/CaseSalesOrder/ContributionCreateAction.php | 4 ++--
 .../directives/quotations-contribution-bulk.directive.js    | 6 +++---
 .../Api4/CaseSalesOrder/ContributionCreateActionTest.php    | 6 +++---
 3 files changed, 8 insertions(+), 8 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index b8766e7c3..a43c816cb 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -25,7 +25,7 @@ class ContributionCreateAction extends AbstractAction {
    *
    * @var array
    */
-  protected $ids;
+  protected $salesOrderIds;
 
   /**
    * Sales order Status ID.
@@ -78,7 +78,7 @@ protected function createContribution() {
     $transaction = CRM_Core_Transaction::create();
     $priceField = $this->getDefaultContributionPriceField();
 
-    foreach ($this->ids as $id) {
+    foreach ($this->salesOrderIds as $id) {
       try {
         $contribution = $this->createContributionWithLineItems($id, $priceField);
         $this->linkCaseSalesOrderToContribution($id, $contribution['id']);
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
index a1792ba76..50d2064b6 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -44,10 +44,10 @@
         let contributionCreated = 0;
         let index = 0;
         const chunkedIds = _.chunk(ctrl.ids, BATCH_SIZE);
-        for (const ids of chunkedIds) {
+        for (const salesOrderIds of chunkedIds) {
           try {
-            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, ids });
-            contributionCreated += ids.length;
+            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, salesOrderIds });
+            contributionCreated += salesOrderIds.length;
           } catch (error) {
             console.log(error);
           } finally {
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
index 1e4c597fa..dfac2154c 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -37,7 +37,7 @@ public function testContributionCreateActionWillUpdateSalesOrderStatus() {
 
     $newStatus = $this->getCaseSalesOrderStatus()[1]['value'];
     CaseSalesOrder::contributionCreateAction()
-      ->setIds($ids)
+      ->setSalesOrderIds($ids)
       ->setStatusId($newStatus)
       ->setToBeInvoiced('percent')
       ->setPercentValue('100')
@@ -71,7 +71,7 @@ public function testContributionCreateActionWillInsertPivotRow() {
 
     $newStatus = $this->getCaseSalesOrderStatus()[1]['value'];
     CaseSalesOrder::contributionCreateAction()
-      ->setIds($ids)
+      ->setSalesOrderIds($ids)
       ->setStatusId($newStatus)
       ->setToBeInvoiced('percent')
       ->setPercentValue('100')
@@ -113,7 +113,7 @@ public function testAppropriateContributionAmountIsCreated($expectedPercent, $co
 
     foreach ($contributionCreateData as $data) {
       CaseSalesOrder::contributionCreateAction()
-        ->setIds([$salesOrder['id']])
+        ->setSalesOrderIds([$salesOrder['id']])
         ->setStatusId($data['statusId'])
         ->setToBeInvoiced($data['toBeInvoiced'])
         ->setPercentValue($data['percentValue'])

From a480f08bfb5fd614207432c29c773f00b52bd984 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 19:52:20 +0100
Subject: [PATCH 070/199] BTHAB-34: Add more test case scenarios to the
 salesOrder lin item generator test

Here we ensure the appropraite number of line items with the expected values are generated
---
 .../CaseSalesOrderLineItemsGeneratorTest.php  | 67 +++++++++++++++++--
 1 file changed, 63 insertions(+), 4 deletions(-)

diff --git a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
index e63b960c3..ba092253e 100644
--- a/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
+++ b/tests/phpunit/CRM/Civicase/Service/CaseSalesOrderLineItemsGeneratorTest.php
@@ -4,7 +4,7 @@
 use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as SalesOrderService;
 
 /**
- * Runs tests on CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator Service tests.
+ * Runs tests on CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator tests.
  *
  * @group headless
  */
@@ -20,7 +20,7 @@ public function setUp() {
   }
 
   /**
-   * Ensures the correct number of line item is created.
+   * Ensures the correct number of line item is generated.
    *
    * When there's no previous contribution.
    */
@@ -34,7 +34,7 @@ public function testCorrectNumberOfLineItemsIsGeneratedWithoutPreviousContributi
   }
 
   /**
-   * Ensures the correct number of line item is created.
+   * Ensures the correct number of line item is generated.
    *
    * When there's previous contribution.
    */
@@ -44,7 +44,7 @@ public function testCorrectNumberOfLineItemsIsGeneratedWithPreviousContribution(
     $previousContributionCount = rand(1, 4);
     for ($i = 0; $i < $previousContributionCount; $i++) {
       CaseSalesOrder::contributionCreateAction()
-        ->setIds([$salesOrder['id']])
+        ->setSalesOrderIds([$salesOrder['id']])
         ->setStatusId(1)
         ->setToBeInvoiced(SalesOrderService::INVOICE_PERCENT)
         ->setPercentValue(20)
@@ -59,4 +59,63 @@ public function testCorrectNumberOfLineItemsIsGeneratedWithPreviousContribution(
     $this->assertCount(($previousContributionCount * 2) + 2, $lineItems);
   }
 
+  /**
+   * Ensures the correct number of line item is generated.
+   *
+   * When there's discount with the right value.
+   */
+  public function testCorrectNumberOfLineItemsIsGeneratedWithDiscount() {
+    $percent = 20;
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData(['discounted_percentage' => $percent]);
+    $salesOrder['id'] = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $salesOrderService = new SalesOrderService($salesOrder['id'], SalesOrderService::INVOICE_REMAIN, 0);
+    $lineItems = $salesOrderService->generateLineItems();
+
+    usort($lineItems, fn($a, $b) => $a['line_total'] <=> $b['line_total']);
+
+    $this->assertCount(2, $lineItems);
+    $this->assertEquals(-1 * $salesOrder['items'][0]['subtotal_amount'] * $percent / 100, $lineItems[0]['line_total']);
+  }
+
+  /**
+   * Ensures the correct number of line item is generated.
+   *
+   * When the discount value is zero and the value is as expected.
+   */
+  public function testCorrectNumberOfLineItemsIsGeneratedWhenDiscountIsZero() {
+    $percent = 0;
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData(['discounted_percentage' => $percent]);
+    $salesOrder['id'] = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $salesOrderService = new SalesOrderService($salesOrder['id'], SalesOrderService::INVOICE_REMAIN, 0);
+    $lineItems = $salesOrderService->generateLineItems();
+
+    $this->assertCount(1, $lineItems);
+    $this->assertEquals($salesOrder['items'][0]['subtotal_amount'], $lineItems[0]['line_total']);
+  }
+
+  /**
+   * Ensures the value of the generated line item is correct.
+   */
+  public function testGeneratedPercentLineItemHasTheAppropraiteValue() {
+    $percent = rand(20, 40);
+    $salesOrder = $this->createCaseSalesOrder();
+
+    $salesOrderService = new SalesOrderService($salesOrder['id'], SalesOrderService::INVOICE_PERCENT, $percent);
+    $lineItems = $salesOrderService->generateLineItems();
+
+    $this->assertCount(2, $lineItems);
+    $this->assertEquals($salesOrder['items'][0]['subtotal_amount'] * $percent / 100, $lineItems[0]['line_total']);
+    $this->assertEquals($salesOrder['items'][1]['subtotal_amount'] * $percent / 100, $lineItems[1]['line_total']);
+  }
+
 }

From e70d813bd62baf82a84c051acc6f76fb5dc6fb0b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 4 Apr 2023 13:28:06 +0100
Subject: [PATCH 071/199] BTHAB-34: Refactor method name and also encapsulate
 non public methods

---
 .../CaseSalesOrder/ContributionCreateAction.php      | 12 ++++++------
 1 file changed, 6 insertions(+), 6 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index a43c816cb..9acd23f15 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -74,9 +74,9 @@ public function _run(Result $result) { // phpcs:ignore
   /**
    * {@inheritDoc}
    */
-  protected function createContribution() {
+  private function createContribution() {
     $transaction = CRM_Core_Transaction::create();
-    $priceField = $this->getDefaultContributionPriceField();
+    $priceField = $this->getDefaultPriceSetFields();
 
     foreach ($this->salesOrderIds as $id) {
       try {
@@ -100,7 +100,7 @@ protected function createContribution() {
    * @param array $priceField
    *   Array of price fields.
    */
-  public function createContributionWithLineItems(int $salesOrderId, array $priceField): array {
+  private function createContributionWithLineItems(int $salesOrderId, array $priceField): array {
     $salesOrderContribution = new salesOrderlineItemGenerator($salesOrderId, $this->toBeInvoiced, $this->percentValue);
     $lineItems = $salesOrderContribution->generateLineItems();
 
@@ -135,7 +135,7 @@ public function createContributionWithLineItems(int $salesOrderId, array $priceF
    * @return array
    *   Array of price fields
    */
-  public function getDefaultContributionPriceField(): array {
+  private function getDefaultPriceSetFields(): array {
     $priceSet = PriceSet::get()
       ->addWhere('name', '=', 'default_contribution_amount')
       ->addWhere('is_quick_config', '=', 1)
@@ -161,7 +161,7 @@ public function getDefaultContributionPriceField(): array {
    * @param int $contributionId
    *   Contribution ID.
    */
-  public function linkCaseSalesOrderToContribution(int $salesOrderId, int $contributionId): void {
+  private function linkCaseSalesOrderToContribution(int $salesOrderId, int $contributionId): void {
     Api4CaseSalesOrderContribution::create()
       ->addValue('case_sales_order_id', $salesOrderId)
       ->addValue('to_be_invoiced', $this->toBeInvoiced)
@@ -176,7 +176,7 @@ public function linkCaseSalesOrderToContribution(int $salesOrderId, int $contrib
    * @param int $salesOrderId
    *   Sales Order Id.
    */
-  public function updateCaseSalesOrderStatus(int $salesOrderId): void {
+  private function updateCaseSalesOrderStatus(int $salesOrderId): void {
     CaseSalesOrder::update()
       ->addWhere('id', '=', $salesOrderId)
       ->addValue('status_id', $this->statusId)

From a1a1ba695692cd2109f1200cbf2474fb4c5253a1 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 4 Apr 2023 13:28:56 +0100
Subject: [PATCH 072/199] BTHAB-34: Only rollback transaction for individual
 sales order contribution

---
 Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 9acd23f15..61dd4674c 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -75,10 +75,10 @@ public function _run(Result $result) { // phpcs:ignore
    * {@inheritDoc}
    */
   private function createContribution() {
-    $transaction = CRM_Core_Transaction::create();
     $priceField = $this->getDefaultPriceSetFields();
 
     foreach ($this->salesOrderIds as $id) {
+      $transaction = CRM_Core_Transaction::create();
       try {
         $contribution = $this->createContributionWithLineItems($id, $priceField);
         $this->linkCaseSalesOrderToContribution($id, $contribution['id']);

From bcd7c1643935349acb22f128df9626c9604897c4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 15:18:07 +0100
Subject: [PATCH 073/199] BTHAB-48: Add page to list quotation invoices

---
 ang/afsearchQuotationInvoices.aff.html        |  3 +++
 ang/afsearchQuotationInvoices.aff.json        | 16 +++++++++++++
 ang/civicase-features/app.routes.js           |  8 +++++++
 .../directives/invoices-list.directive.html   |  8 +++++++
 .../directives/invoices-list.directive.js     | 23 +++++++++++++++++++
 5 files changed, 58 insertions(+)
 create mode 100644 ang/afsearchQuotationInvoices.aff.html
 create mode 100644 ang/afsearchQuotationInvoices.aff.json
 create mode 100644 ang/civicase-features/invoices/directives/invoices-list.directive.html
 create mode 100644 ang/civicase-features/invoices/directives/invoices-list.directive.js

diff --git a/ang/afsearchQuotationInvoices.aff.html b/ang/afsearchQuotationInvoices.aff.html
new file mode 100644
index 000000000..818179830
--- /dev/null
+++ b/ang/afsearchQuotationInvoices.aff.html
@@ -0,0 +1,3 @@
+<div af-fieldset="">
+  <crm-search-display-table search-name="Quotation_Invoices" display-name="Quotation_Invoices" filters="{'CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01.case_id': routeParams.caseId}"></crm-search-display-table>
+</div>
diff --git a/ang/afsearchQuotationInvoices.aff.json b/ang/afsearchQuotationInvoices.aff.json
new file mode 100644
index 000000000..494c1f075
--- /dev/null
+++ b/ang/afsearchQuotationInvoices.aff.json
@@ -0,0 +1,16 @@
+{
+  "type": "search",
+  "requires": [],
+  "title": "Quotation Invoice",
+  "description": "",
+  "is_dashlet": false,
+  "is_public": false,
+  "is_token": false,
+  "server_route": "",
+  "permission": "access CiviCRM",
+  "entity_type": null,
+  "join_entity": null,
+  "contact_summary": null,
+  "redirect": null,
+  "create_submission": null
+}
diff --git a/ang/civicase-features/app.routes.js b/ang/civicase-features/app.routes.js
index 739a6b1d0..56645284a 100644
--- a/ang/civicase-features/app.routes.js
+++ b/ang/civicase-features/app.routes.js
@@ -18,5 +18,13 @@
         `;
       }
     });
+    $routeProvider.when('/invoices', {
+      template: function () {
+        var urlParams = UrlParametersProvider.parse(window.location.search);
+        return `
+          <invoices-list case-type-category= ${urlParams.case_type_category}"> </invoices-list>
+        `;
+      }
+    });
   });
 })(angular, CRM.$, CRM._);
diff --git a/ang/civicase-features/invoices/directives/invoices-list.directive.html b/ang/civicase-features/invoices/directives/invoices-list.directive.html
new file mode 100644
index 000000000..c34641c6d
--- /dev/null
+++ b/ang/civicase-features/invoices/directives/invoices-list.directive.html
@@ -0,0 +1,8 @@
+<div id="bootstrap-theme" class="civicase__container">
+  <h1 crm-page-title>{{ ts('Quotation Invoices') }}</h1>
+  <div class="panel panel-default">
+    <div class="panel-body">
+      <afsearch-quotation-invoices></afsearch-quotation-invoices>
+    </div>
+  </div>
+</div>
diff --git a/ang/civicase-features/invoices/directives/invoices-list.directive.js b/ang/civicase-features/invoices/directives/invoices-list.directive.js
new file mode 100644
index 000000000..41751d97a
--- /dev/null
+++ b/ang/civicase-features/invoices/directives/invoices-list.directive.js
@@ -0,0 +1,23 @@
+(function (angular, $, _) {
+  var module = angular.module('civicase-features');
+
+  module.directive('invoicesList', function () {
+    return {
+      restrict: 'E',
+      controller: 'invoicesListController',
+      templateUrl: '~/civicase-features/invoices/directives/invoices-list.directive.html',
+      scope: {}
+    };
+  });
+
+  module.controller('invoicesListController', invoicesListController);
+
+  /**
+   * @param {object} $scope the controller scope
+   * @param {object} $location the location service
+   * @param {object} $window window object of the browser
+   */
+  function invoicesListController ($scope, $location, $window) {
+
+  }
+})(angular, CRM._);

From b7306cd959e0f5311a8f5c2f9016f29ec489dd1e Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 15:22:37 +0100
Subject: [PATCH 074/199] BTHAB-48: Display invoice on civicase instance tab
 when enabled

---
 CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php | 1 +
 1 file changed, 1 insertion(+)

diff --git a/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
index b835384c1..a3c4ec6e8 100644
--- a/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
+++ b/CRM/Civicase/Hook/NavigationMenu/CaseInstanceFeaturesMenu.php
@@ -15,6 +15,7 @@ class CRM_Civicase_Hook_NavigationMenu_CaseInstanceFeaturesMenu extends CRM_Civi
    */
   const FEATURES_WITH_MENU = [
     'quotations',
+    'invoices',
   ];
 
   /**

From ac0b8f1ec5a14300f1460946ed44d97f1943da62 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 3 Apr 2023 15:27:05 +0100
Subject: [PATCH 075/199] BTHAB-48: Add Invoice tab to case instance dashboard

---
 ang/civicase-features.ang.php                 | 14 +++---
 .../directives/invoices-case-tab-content.html |  3 ++
 .../services/quotations-case-tab.service.js   | 17 ++++++++
 .../configs/add-features-tab.config.js}       | 43 +++++++++++--------
 4 files changed, 54 insertions(+), 23 deletions(-)
 create mode 100644 ang/civicase-features/invoices/directives/invoices-case-tab-content.html
 create mode 100644 ang/civicase-features/invoices/services/quotations-case-tab.service.js
 rename ang/civicase-features/{quotations/configs/add-quotations-tab.config.js => shared/configs/add-features-tab.config.js} (55%)

diff --git a/ang/civicase-features.ang.php b/ang/civicase-features.ang.php
index e638009d0..13ab14294 100644
--- a/ang/civicase-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -17,7 +17,7 @@
 
 set_currency_codes($options);
 set_case_sales_order_status($options);
-set_case_types_with_quotations_enabled($options);
+set_case_types_with_features_enabled($options);
 
 /**
  * Get a list of JS files.
@@ -45,12 +45,15 @@ function set_currency_codes(&$options) {
 }
 
 /**
- * Exposes Case types that have quotations enabled to Angular.
+ * Exposes Case types that have features enabled to Angular.
  */
-function set_case_types_with_quotations_enabled(&$options) {
+function set_case_types_with_features_enabled(&$options) {
   $caseTypeCategoryFeatures = new CaseTypeCategoryFeatures();
-  $caseTypeCategories = $caseTypeCategoryFeatures->retrieveCaseInstanceWithEnabledFeatures(['quotations']);
-  $options['featureCaseTypes']['quotations'] = array_keys($caseTypeCategories);
+
+  array_map(function ($feature) use ($caseTypeCategoryFeatures, &$options) {
+    $caseTypeCategories = $caseTypeCategoryFeatures->retrieveCaseInstanceWithEnabledFeatures([$feature]);
+    $options['featureCaseTypes'][$feature] = array_keys($caseTypeCategories);
+  }, ['quotations', 'invoices']);
 }
 
 /**
@@ -73,6 +76,7 @@ function set_case_sales_order_status(&$options) {
   'civicase-base',
   'afsearchQuotations',
   'afsearchContactQuotations',
+  'afsearchQuotationInvoices',
 ];
 
 return [
diff --git a/ang/civicase-features/invoices/directives/invoices-case-tab-content.html b/ang/civicase-features/invoices/directives/invoices-case-tab-content.html
new file mode 100644
index 000000000..2b392f829
--- /dev/null
+++ b/ang/civicase-features/invoices/directives/invoices-case-tab-content.html
@@ -0,0 +1,3 @@
+<div class="civicase__case-tab__container">
+  <invoices-list></invoices-list>
+</div>
diff --git a/ang/civicase-features/invoices/services/quotations-case-tab.service.js b/ang/civicase-features/invoices/services/quotations-case-tab.service.js
new file mode 100644
index 000000000..1773d6030
--- /dev/null
+++ b/ang/civicase-features/invoices/services/quotations-case-tab.service.js
@@ -0,0 +1,17 @@
+(function (angular, $, _) {
+  var module = angular.module('civicase');
+
+  module.service('InvoicesCaseTab', InvoicesCaseTab);
+
+  /**
+   * Invoices Case Tab service.
+   */
+  function InvoicesCaseTab () {
+    /**
+     * @returns {string} Returns tab content HTMl template url.
+     */
+    this.activeTabContentUrl = function () {
+      return '~/civicase-features/invoices/directives/invoices-case-tab-content.html';
+    };
+  }
+})(angular, CRM.$, CRM._);
diff --git a/ang/civicase-features/quotations/configs/add-quotations-tab.config.js b/ang/civicase-features/shared/configs/add-features-tab.config.js
similarity index 55%
rename from ang/civicase-features/quotations/configs/add-quotations-tab.config.js
rename to ang/civicase-features/shared/configs/add-features-tab.config.js
index 1a38bea4b..366fa75a4 100644
--- a/ang/civicase-features/quotations/configs/add-quotations-tab.config.js
+++ b/ang/civicase-features/shared/configs/add-features-tab.config.js
@@ -1,21 +1,26 @@
 (function (angular) {
   const module = angular.module('civicase-features');
-  const FEATURE_NAME = 'quotations';
 
   module.config(function ($windowProvider, tsProvider, CaseDetailsTabsProvider) {
-    var $window = $windowProvider.$get();
-    var ts = tsProvider.$get();
-    var quotationsTab = {
-      name: 'Quotations',
-      label: ts('Quotations'),
-      weight: 100
-    };
+    const $window = $windowProvider.$get();
+    const ts = tsProvider.$get();
+    const featuresTab = [
+      {
+        name: 'Quotations',
+        label: ts('Quotations'),
+        weight: 100
+      }, {
+        name: 'Invoices',
+        label: ts('Invoices'),
+        weight: 110
+      }
+    ];
 
-    if (caseTypeCategoryHasQuotationEnabled()) {
-      CaseDetailsTabsProvider.addTabs([
-        quotationsTab
-      ]);
-    }
+    featuresTab.forEach(feature => {
+      if (caseTypeCategoryHasFeatureEnabled(feature.name)) {
+        CaseDetailsTabsProvider.addTabs([feature]);
+      }
+    });
 
     /**
      * Returns the current case type category parameter. This is used instead of
@@ -25,9 +30,9 @@
      * @returns {string|null} the name of the case type category, or null.
      */
     function getCaseTypeCategory () {
-      var urlParamRegExp = /case_type_category=([^&]+)/i;
-      var currentSearch = decodeURIComponent($window.location.search);
-      var results = urlParamRegExp.exec(currentSearch);
+      const urlParamRegExp = /case_type_category=([^&]+)/i;
+      const currentSearch = decodeURIComponent($window.location.search);
+      const results = urlParamRegExp.exec(currentSearch);
 
       return results && results[1];
     }
@@ -36,11 +41,13 @@
      * Returns true if the current case type category has quotations
      * features enabled
      *
+     * @param {string} feature THe name of the feature
+     *
      * @returns {boolean} true if quotations is enabled, otherwise false
      */
-    function caseTypeCategoryHasQuotationEnabled () {
+    function caseTypeCategoryHasFeatureEnabled (feature) {
       const caseTypeCategory = parseInt(getCaseTypeCategory());
-      const quotationCaseTypeCategories = CRM['civicase-features'].featureCaseTypes[FEATURE_NAME] || [];
+      const quotationCaseTypeCategories = CRM['civicase-features'].featureCaseTypes[feature.toLocaleLowerCase()] || [];
       if (Array.isArray(quotationCaseTypeCategories) && caseTypeCategory) {
         return quotationCaseTypeCategories.includes(caseTypeCategory);
       }

From 3b5fbaf2eebbe43a1cf8d02fd2e2ebd2020e6373 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 5 Apr 2023 09:54:49 +0100
Subject: [PATCH 076/199] BTHAB-33: Initiliaze new Contibution page with sales
 order line items

---
 .../Form/CaseSalesOrderContributionCreate.php | 91 ++++++++++++++++---
 .../AddSalesOrderLineItemsToContribution.php  | 62 +++++++++++++
 civicase.php                                  |  1 +
 js/sales-order-contribution.js                | 72 +++++++++++++++
 4 files changed, 213 insertions(+), 13 deletions(-)
 create mode 100644 CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
 create mode 100644 js/sales-order-contribution.js

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index ebef9d1c5..493ed7934 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -1,5 +1,7 @@
 <?php
 
+use Civi\Api4\CaseSalesOrderContribution;
+use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\OptionValue;
 use CRM_Certificate_ExtensionUtil as E;
 
@@ -17,6 +19,9 @@ class CRM_Civicase_Form_CaseSalesOrderContributionCreate extends CRM_Core_Form {
    */
   public $id;
 
+  const INVOICE_PERCENT = 'percent';
+  const INVOICE_REMAIN = 'remain';
+
   /**
    * {@inheritDoc}
    */
@@ -31,7 +36,7 @@ public function preProcess() {
    */
   public function buildQuickForm() {
     $this->addElement('radio', 'to_be_invoiced', '', ts('Enter % to be invoiced ?'),
-      'percent', [
+      self::INVOICE_PERCENT, [
         'id' => 'invoice_percent',
       ]);
     $this->add('text', 'percent_value', '', [
@@ -39,10 +44,10 @@ public function buildQuickForm() {
       'placeholder' => 'Percentage to be invoiced',
       'class' => 'form-control',
       'min' => 1,
-      'max' => 10,
+      'max' => 100,
     ], FALSE);
     $this->addElement('radio', 'to_be_invoiced', '', ts('Remaining Balance'),
-      'remain',
+      self::INVOICE_REMAIN,
       ['id' => 'invoice_remain']
     );
     $this->addRule('to_be_invoiced', ts('Invoice value is required'), 'required');
@@ -52,19 +57,16 @@ public function buildQuickForm() {
       ->addWhere('option_group_id:name', '=', 'case_sales_order_status')
       ->execute()
       ->getArrayCopy();
-    array_combine(array_column($statusOptions, 'label'), array_column($statusOptions, 'value'));
 
     $this->add(
       'select',
       'status',
       ts('Status'),
-      array_merge(
-        ['' => 'Select'],
+        ['' => 'Select'] +
         array_combine(
           array_column($statusOptions, 'value'),
           array_column($statusOptions, 'label')
         ),
-      ),
       TRUE,
       ['class' => 'form-control']
     );
@@ -89,6 +91,7 @@ public function buildQuickForm() {
    */
   public function addRules() {
     $this->addFormRule([$this, 'formRule']);
+    $this->addFormRule([$this, 'validateAmount']);
   }
 
   /**
@@ -96,7 +99,7 @@ public function addRules() {
    *
    * This enforces the rule whereby,
    * user must supply an amount if the
-   * enter percentage smount radio is selected.
+   * enter percentage amount radio is selected.
    *
    * @param array $values
    *   Array of submitted values.
@@ -107,10 +110,70 @@ public function addRules() {
   public function formRule(array $values) {
     $errors = [];
 
-    if ($values['to_be_invoiced'] == 'percent' && empty(floatval($values['percent_value']))) {
+    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && empty(floatval($values['percent_value']))) {
       $errors['percent_value'] = 'Percentage value is required';
     }
 
+    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && $values['percent_value'] > 100) {
+      $errors['percent_value'] = 'Percentage value cannot exceed 100 ';
+    }
+
+    return $errors ?: TRUE;
+  }
+
+  /**
+   * Validate Invoice value.
+   *
+   * Ensures that percent amount entered by user or
+   * calculated as part of other remaining balance
+   * selection is correct and  not exceeding the
+   * balance amount.
+   *
+   * e.g. If a sales_order total_amount is 1000,
+   * and has  the following contributions
+   * contribution 1 with value - 500
+   * contribution 2 with value - 250
+   * the amount owed is 250, so any new contribution
+   * that will exceed this amount should return an error.
+   *
+   * @param array $values
+   *   Array of submitted values.
+   *
+   * @return array|bool
+   *   Returns the form errors if form is invalid
+   */
+  public function validateAmount(array $values) {
+    $errors = [];
+
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addSelect('total_after_tax')
+      ->addWhere('id', '=', $this->id)
+      ->setLimit(1)
+      ->execute()
+      ->first();
+    if (empty($caseSalesOrder)) {
+      throw new CRM_Core_Exception("The specified case sales order doesn't exist");
+    }
+
+    // Get all the previous contributions.
+    $caseSalesOrderContributions = CaseSalesOrderContribution::get()
+      ->addSelect('contribution_id', 'contribution_id.total_amount')
+      ->addWhere('case_sales_order_id.id', '=', $this->id)
+      ->execute()
+      ->jsonSerialize();
+
+    $paidTotal = array_sum(array_column($caseSalesOrderContributions, 'contribution_id.total_amount'));
+    $paidPercent = ($paidTotal * 100) / $caseSalesOrder['total_after_tax'];
+    $remainPercent = 100 - $paidPercent;
+
+    if ($remainPercent <= 0) {
+      $errors['to_be_invoiced'] = 'Contribution amount cannot exceed the total sales order amount';
+    }
+
+    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && $values['percent_value'] > $remainPercent) {
+      $errors['percent_value'] = 'Percentage value cannot exceed ' . round($remainPercent, 2);
+    }
+
     return $errors ?: TRUE;
   }
 
@@ -120,8 +183,8 @@ public function formRule(array $values) {
   public function postProcess() {
     $values = $this->getSubmitValues();
 
-    if (!empty($this->id) && $values['to_be_invoiced'] == 'percent') {
-      $this->createPercentageContribution($values);
+    if (!empty($this->id) && !empty($values['to_be_invoiced'])) {
+      $this->createContribution($values);
     }
   }
 
@@ -131,14 +194,16 @@ public function postProcess() {
    * This contribution page will have the line items
    * prefilled from the sales order line items.
    */
-  public function createPercentageContribution(array $values) {
+  public function createContribution(array $values) {
     $query = [
       'action' => 'add',
       'reset' => 1,
       'context' => 'standalone',
       'sales_order' => $this->id,
       'sales_order_status_id' => $values['status'],
-      'percent_amount' => floatval($values['percent_value']),
+      'to_be_invoiced' => $values['to_be_invoiced'],
+      'percent_value' => $values['to_be_invoiced'] ==
+      self::INVOICE_PERCENT ? floatval($values['percent_value']) : 0,
     ];
 
     $url = CRM_Utils_System::url('civicrm/contribute/add', $query);
diff --git a/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php b/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
new file mode 100644
index 000000000..50c5c8bbd
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
@@ -0,0 +1,62 @@
+<?php
+
+use CRM_Civicase_ExtensionUtil as E;
+use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as salesOrderlineItemGenerator;
+
+/**
+ * Adds the neccessary script to get sales order line items.
+ */
+class CRM_Civicase_Hook_BuildForm_AddSalesOrderLineItemsToContribution {
+
+  /**
+   * Populates the contribution form if triggered from sales order.
+   *
+   * @param CRM_Core_Form $form
+   *   Form object class.
+   * @param string $formName
+   *   Form name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    $salesOrderId = CRM_Utils_Request::retrieve('sales_order', 'Integer');
+    $status = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
+    $toBeInvoiced = CRM_Utils_Request::retrieve('to_be_invoiced', 'String');
+    $percentValue = CRM_Utils_Request::retrieve('percent_value', 'Float');
+
+    if (!$this->shouldRun($form, $formName, $salesOrderId)) {
+      return;
+    }
+    $lineItemGenerator = new salesOrderlineItemGenerator($salesOrderId, $toBeInvoiced, $percentValue);
+    $lineItems = $lineItemGenerator->generateLineItems();
+
+    CRM_Core_Resources::singleton()
+      ->addScriptFile(E::LONG_NAME, 'js/sales-order-contribution.js')
+      ->addVars(E::LONG_NAME, [
+        'sales_order' => $salesOrderId,
+        'sales_order_status_id' => $status,
+        'to_be_invoiced' => $toBeInvoiced,
+        'percent_value' => $percentValue,
+        'line_items' => json_encode($lineItems),
+      ]);
+  }
+
+  /**
+   * Determines if the hook will run.
+   *
+   * This hook is only valid for the Case form.
+   *
+   * The civicase client id parameter must be defined.
+   *
+   * @param CRM_Core_Form $form
+   *   Form class.
+   * @param string $formName
+   *   Form Name.
+   * @param int|null $salesOrderId
+   *   Sales Order ID.
+   */
+  public function shouldRun(CRM_Core_Form $form, string $formName, ?int $salesOrderId) {
+    return $formName === 'CRM_Contribute_Form_Contribution'
+      && $form->_action == CRM_Core_Action::ADD
+      && !empty($salesOrderId);
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index 2d4828d6a..743014918 100644
--- a/civicase.php
+++ b/civicase.php
@@ -187,6 +187,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_AddScriptToCreatePdfForm(),
     new CRM_Civicase_Hook_BuildForm_AddCaseCategoryFeaturesField(),
     new CRM_Civicase_Hook_BuildForm_AddQuotationsNotesToContributionSettings(),
+    new CRM_Civicase_Hook_BuildForm_AddSalesOrderLineItemsToContribution(),
   ];
 
   foreach ($hooks as $hook) {
diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
new file mode 100644
index 000000000..338b1ccc2
--- /dev/null
+++ b/js/sales-order-contribution.js
@@ -0,0 +1,72 @@
+(function ($, _) {
+  $(document).one('crmLoad', function () {
+    const params = CRM.vars['uk.co.compucorp.civicase'];
+    const salesOrderId = params.sales_order;
+    const salesOrderStatusId = params.sales_order_status_id;
+    const percentValue = params.percent_value;
+    const toBeInvoiced = params.to_be_invoiced;
+    const lineItems = JSON.parse(params.line_items);
+    let count = 0;
+
+    const apiRequest = {};
+    apiRequest.caseSalesOrders = ['CaseSalesOrder', 'get', {
+      select: ['*'],
+      where: [['id', '=', salesOrderId]]
+    }];
+    apiRequest.optionValues = ['OptionValue', 'get', {
+      select: ['value'],
+      where: [['option_group_id:name', '=', 'contribution_status'], ['name', '=', 'pending']]
+    }];
+
+    if (Array.isArray(lineItems)) {
+      CRM.api4(apiRequest).then(function (batch) {
+        const caseSalesOrder = batch.caseSalesOrders[0];
+
+        lineItems.forEach(lineItem => {
+          addLineItem(lineItem.qty, lineItem.unit_price, lineItem.label, lineItem.financial_type_id, lineItem.tax_amount);
+        });
+
+        $('#total_amount').val(0);
+        $('#lineitem-add-block').show().removeClass('hiddenElement');
+        $('#contribution_status_id').val(batch.optionValues[0].value);
+        $('#source').val(`Quotation ${caseSalesOrder.id}`).trigger('change');
+        $('#contact_id').select2('val', caseSalesOrder.client_id).trigger('change');
+        $('input[id="total_amount"]', 'form.CRM_Contribute_Form_Contribution').trigger('change');
+        $(`<input type="hidden" value="${salesOrderId}" name="sales_order" />`).insertBefore('#source');
+        $(`<input type="hidden" value="${toBeInvoiced}" name="to_be_invoiced" />`).insertBefore('#source');
+        $(`<input type="hidden" value="${percentValue}" name="percent_value" />`).insertBefore('#source');
+        $(`<input type="hidden" value="${salesOrderStatusId}" name="sales_order_status_id" />`).insertBefore('#source');
+        $('#totalAmount, #totalAmountORaddLineitem, #totalAmountORPriceSet, #price_set_id, #choose-manual, .remove_item, #add-another-item').hide();
+      });
+    }
+
+    $("a[target='crm-popup']").on('crmPopupFormSuccess', function (e) {
+      CRM.refreshParent(e);
+    });
+
+    /**
+     * @param {number} quantity Item quantity
+     * @param {number} unitPrice Item unit price
+     * @param {string} description Item description
+     * @param {number} financialTypeId Item financial type
+     * @param {number|object} taxAmount Item tax amount
+     */
+    function addLineItem (quantity, unitPrice, description, financialTypeId, taxAmount) {
+      const row = $($(`tr#add-item-row-${count}`));
+      row.show().removeClass('hiddenElement');
+
+      $('input[id^="item_label"]', row).val(ts(description));
+      $('select[id^="item_financial_type_id"]', row).select2('val', financialTypeId);
+      $('input[id^="item_qty"]', row).val(quantity);
+
+      const total = quantity * parseFloat(unitPrice);
+
+      $('input[id^="item_unit_price"]', row).val(CRM.formatMoney(unitPrice, true));
+      $('input[id^="item_line_total"]', row).val(CRM.formatMoney(total, true));
+
+      $('input[id^="item_tax_amount"]', row).val(CRM.formatMoney(taxAmount, true));
+
+      count++;
+    }
+  });
+})(CRM.$, CRM._);

From 6c0f4b3edcdeeb0202b5c39c177440afba4827f4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 5 Apr 2023 09:56:49 +0100
Subject: [PATCH 077/199] BTHAB-33: Link sales order with contribution and
 update sales order

i.e. After creating contribution for sales order
---
 .../Post/CreateSalesOrderContribution.php     | 70 +++++++++++++++++++
 civicase.php                                  |  1 +
 2 files changed, 71 insertions(+)
 create mode 100644 CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php

diff --git a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
new file mode 100644
index 000000000..e0bfdbcda
--- /dev/null
+++ b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
@@ -0,0 +1,70 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderContribution;
+
+/**
+ * Handles sales order contribution post processing.
+ */
+class CRM_Civicase_Hook_Post_CreateSalesOrderContribution {
+
+  /**
+   * Creates Sales Order Contribtution.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   * @param mixed $objectId
+   *   Object ID.
+   * @param object $objectRef
+   *   Object reference.
+   */
+  public function run($op, $objectName, $objectId, &$objectRef) {
+    $toBeInvoiced = CRM_Utils_Request::retrieve('to_be_invoiced', 'String');
+    $percentValue = CRM_Utils_Request::retrieve('percent_value', 'Float');
+    $salesOrderId = CRM_Utils_Request::retrieve('sales_order', 'Integer');
+    $salesOrderStatusId = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
+
+    if (!$this->shouldRun($op, $objectName, $salesOrderId)) {
+      return;
+    }
+
+    $transaction = CRM_Core_Transaction::create();
+    try {
+      CaseSalesOrderContribution::create()
+        ->addValue('case_sales_order_id', $salesOrderId)
+        ->addValue('to_be_invoiced', $toBeInvoiced)
+        ->addValue('percent_value', $percentValue)
+        ->addValue('contribution_id', $objectId)
+        ->execute();
+
+      CaseSalesOrder::update()
+        ->addWhere('id', '=', $salesOrderId)
+        ->addValue('status_id', $salesOrderStatusId)
+        ->execute();
+    }
+    catch (\Throwable $th) {
+      $transaction->rollback();
+      CRM_Core_Error::statusBounce(ts('Error creating sales order contribution'));
+    }
+  }
+
+  /**
+   * Determines if the hook should run or not.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   * @param string $salesOrderId
+   *   The sales order that triggered the contribution (if any).
+   *
+   * @return bool
+   *   returns a boolean to determine if hook will run or not.
+   */
+  private function shouldRun($op, $objectName, $salesOrderId) {
+    return strtolower($objectName) == 'contribution' && !empty($salesOrderId) && $op == 'create';
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index 743014918..cb12a929e 100644
--- a/civicase.php
+++ b/civicase.php
@@ -281,6 +281,7 @@ function civicase_civicrm_validateForm($formName, &$fields, &$files, &$form, &$e
  */
 function civicase_civicrm_post($op, $objectName, $objectId, &$objectRef) {
   $hooks = [
+    new CRM_Civicase_Hook_Post_CreateSalesOrderContribution(),
     new CRM_Civicase_Hook_Post_PopulateCaseCategoryForCaseType(),
     new CRM_Civicase_Hook_Post_CaseCategoryCustomGroupSaver(),
     new CRM_Civicase_Hook_Post_UpdateCaseTypeListForCaseCategoryCustomGroup(),

From cad67ccf5cfc557ad1b79c23cd47a4bc45b7badb Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 14 Apr 2023 09:07:30 +0100
Subject: [PATCH 078/199] BTHAB-101: Fix browser navigating to case dashboard
 on datepicker day click

---
 .../directives/quotations-list.directive.js   | 25 ++++++++++++++++---
 1 file changed, 22 insertions(+), 3 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index 65d9bac4f..949aa6238 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -1,4 +1,4 @@
-(function (angular, _) {
+(function (angular, _, $) {
   var module = angular.module('civicase-features');
 
   module.directive('quotationsList', function () {
@@ -27,9 +27,12 @@
       if ($scope.contactId) {
         $location.search().cid = $scope.contactId;
       }
+
+      preventDatePickerNavigation();
     }());
+
     /**
-     * Redirect user to new quotation screen
+     * Redirects user to new quotation screen
      */
     function redirectToQuotationCreationScreen () {
       let url = '/civicrm/case-features/a#/quotations/new';
@@ -40,5 +43,21 @@
 
       $window.location.href = url;
     }
+
+    /**
+     * Prevents date picker from triggering route navigation.
+     */
+    function preventDatePickerNavigation () {
+      const observer = new window.MutationObserver(function (mutations) {
+        if ($('#ui-datepicker-div:visible a').length) {
+          $('#ui-datepicker-div:visible a').click((event) => { event.preventDefault(); });
+        }
+      });
+
+      observer.observe(document.body, {
+        childList: true,
+        subtree: true
+      });
+    }
   }
-})(angular, CRM._);
+})(angular, CRM._, CRM.$);

From 7227a4df99f42a52d21a2ee75cdbff0081a3172c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 14 Apr 2023 17:06:06 +0100
Subject: [PATCH 079/199] BTHAB-101: Reduce field field sizes and reduce show
 filter button toggle

---
 ang/afsearchContactQuotations.aff.html        | 38 ++++++----------
 ang/afsearchQuotations.aff.html               | 44 +++++++------------
 .../directives/quotations-list.directive.html | 14 ++++++
 3 files changed, 45 insertions(+), 51 deletions(-)

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
index 82538824a..53afb9ef9 100644
--- a/ang/afsearchContactQuotations.aff.html
+++ b/ang/afsearchContactQuotations.aff.html
@@ -1,30 +1,20 @@
 <div af-fieldset="">
-  <div class="af-container af-layout-inline civicase__case-filter-form-elements civicase__features-filters">
-    <af-field name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
-    <button class="btn btn-primary btn-sm civicase__case-filter-panel__button" ng-click="expanded = !expanded">
-    <span ng-if="expanded">
-      {{ ts('Hide Filter') }}
-      <i class="fa fa-chevron-up"/>
-    </span>
-    <span ng-if="!expanded">
-      {{ ts('Show Filter') }}
-      <i class="fa fa-chevron-down"/>
-    </span>
-    </button>
+  <div class="af-container row civicase__case-filter-form-elements">
+    <af-field name="id" class="col-md-2" defn="{label: 'Quotation Id', input_attrs: {}}"/>
+    <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
+    <af-field name="description" class="col-md-2" ng-show="expanded"/>
+    <div class="civicase__features-filters">
+      <div />
+      <button class="btn btn-primary" ng-click="expanded = !expanded">
+        <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
+        <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
+        <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
+      </button>
+    </div>
   </div>
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="owner_id" class="col-sm-3" />
-    <af-field name="description" class="col-sm-3" />
-  </div>
-  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
-    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-sm-3 civicase__ui-range" />
+    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
+    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: routeParams.cid}"></crm-search-display-table>
 </div>
-<style>
-  #description-3 {
-    height: 30px;
-    padding: 4px 10px;
-  }
-</style>
diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index fdf746f7a..206158c76 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -1,33 +1,23 @@
 <div af-fieldset="">
-  <div class="af-container af-layout-inline civicase__case-filter-form-elements civicase__features-filters">
-    <af-field name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
-    <button class="btn btn-primary btn-sm civicase__case-filter-panel__button" ng-click="expanded = !expanded">
-      
-    <span ng-if="expanded">
-      {{ ts('Hide Filter') }}
-      <i class="fa fa-chevron-up"/>
-    </span>
-    <span ng-if="!expanded">
-      {{ ts('Show Filter') }}
-      <i class="fa fa-chevron-down"/>
-    </span>
-  
-    </button>
+  <div class="af-container row civicase__case-filter-form-elements">
+    <af-field class="col-md-2" name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
+    <af-field name="client_id" class="col-md-2" ng-show="expanded"/>
+    <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
+    <af-field name="description" class="col-md-2" ng-show="expanded"/>
+    <div class="civicase__features-filters">
+      <div />
+      <button class="btn btn-primary" ng-click="expanded = !expanded">
+        <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
+        <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
+        <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
+      </button>
+    </div>
   </div>
+
   <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="client_id" class="col-sm-3" />
-    <af-field name="owner_id" class="col-sm-3" />
-    <af-field name="description" class="col-sm-3" />
-  </div>
-  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-sm-3" />
-    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-sm-3 civicase__ui-range" />
+    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
+    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table" filters="{case_id: routeParams.caseId}"></crm-search-display-table>
 </div>
-<style>
-  #description-3 {
-    height: 30px;
-    padding: 4px 10px;
-  }
-</style>
+
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index cb3e2e95c..276490d8b 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -18,3 +18,17 @@ <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
     </div>
   </div>
 </div>
+<style>
+  #description-3 {
+    height: 30px;
+    padding: 4px 10px;
+    width: 100% !important;
+  }
+  .btn-text {
+    margin-right: 8px;
+  }
+  #bootstrap-theme crm-search-display-table p.alert-info {
+    background-color: transparent;
+    border: none;
+  }
+</style>

From 2c6f53f4aa675de0c99a9ca32ce8ea1f5bc620a6 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 14 Apr 2023 18:55:23 +0100
Subject: [PATCH 080/199] BTHAB-101: Allow user to clear all filter fileds

---
 ang/afsearchContactQuotations.aff.html        | 35 ++++++++++--------
 ang/afsearchQuotations.aff.html               | 37 +++++++++++--------
 .../directives/quotations-list.directive.js   | 14 +++++--
 3 files changed, 52 insertions(+), 34 deletions(-)

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
index 53afb9ef9..4ea5d1cfe 100644
--- a/ang/afsearchContactQuotations.aff.html
+++ b/ang/afsearchContactQuotations.aff.html
@@ -1,20 +1,25 @@
 <div af-fieldset="">
-  <div class="af-container row civicase__case-filter-form-elements">
-    <af-field name="id" class="col-md-2" defn="{label: 'Quotation Id', input_attrs: {}}"/>
-    <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
-    <af-field name="description" class="col-md-2" ng-show="expanded"/>
-    <div class="civicase__features-filters">
-      <div />
-      <button class="btn btn-primary" ng-click="expanded = !expanded">
-        <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
-        <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
-        <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
-      </button>
+  <div class="civicase__features">
+    <div class="af-container row civicase__case-filter-form-elements">
+      <af-field name="id" class="col-md-2" defn="{label: 'Quotation Id', input_attrs: {}}"/>
+      <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
+      <af-field name="description" class="col-md-2" ng-show="expanded"/>
+      <div class="civicase__features-filters">
+        <div />
+        <button class="btn btn-primary" ng-click="expanded = !expanded">
+          <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
+          <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
+          <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
+        </button>
+      </div>
+    </div>
+    <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+      <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
+      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
+      <div class="col-md-1">
+        <button type="button" class="btn btn-link civicase__features-filters-clear" style="margin-top: 2em;">Clear All</button>
+      </div>
     </div>
-  </div>
-  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
-    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: routeParams.cid}"></crm-search-display-table>
 </div>
diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index 206158c76..a5bd3e57c 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -1,22 +1,27 @@
 <div af-fieldset="">
-  <div class="af-container row civicase__case-filter-form-elements">
-    <af-field class="col-md-2" name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
-    <af-field name="client_id" class="col-md-2" ng-show="expanded"/>
-    <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
-    <af-field name="description" class="col-md-2" ng-show="expanded"/>
-    <div class="civicase__features-filters">
-      <div />
-      <button class="btn btn-primary" ng-click="expanded = !expanded">
-        <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
-        <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
-        <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
-      </button>
+  <div class="civicase__features">
+    <div class="af-container row civicase__case-filter-form-elements">
+      <af-field class="col-md-2" name="id" defn="{label: 'Quotation Id', input_attrs: {}}" />
+      <af-field name="client_id" class="col-md-2" ng-show="expanded"/>
+      <af-field name="owner_id" class="col-md-2" ng-show="expanded"/>
+      <af-field name="description" class="col-md-2" ng-show="expanded"/>
+      <div class="civicase__features-filters">
+        <div />
+        <button class="btn btn-primary" ng-click="expanded = !expanded">
+          <span class="btn-text" ng-if="expanded">{{ ts(' Hide Filter ') }}</span>
+          <span class="btn-text" ng-if="!expanded">{{ ts(' Show Filter ') }}</span>
+          <span class="btn-icon"><i ng-if="expanded" class="fa fa-chevron-up"/> <i ng-if="!expanded" class="fa fa-chevron-down"/> </span>
+        </button>
+      </div>
     </div>
-  </div>
 
-  <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
-    <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
-    <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
+    <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
+      <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
+      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
+      <div class="col-md-1">
+        <button type="button" class="btn btn-link civicase__features-filters-clear" style="margin-top: 2em;">Clear All</button>
+      </div>
+    </div>
   </div>
   <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Quotations_Table" filters="{case_id: routeParams.caseId}"></crm-search-display-table>
 </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index 949aa6238..414c1ea81 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -28,7 +28,7 @@
         $location.search().cid = $scope.contactId;
       }
 
-      preventDatePickerNavigation();
+      addEventToElementsWhenInDOMTree();
     }());
 
     /**
@@ -45,13 +45,21 @@
     }
 
     /**
-     * Prevents date picker from triggering route navigation.
+     * Add events to elements that are occasionally removed from DOM tree
      */
-    function preventDatePickerNavigation () {
+    function addEventToElementsWhenInDOMTree () {
       const observer = new window.MutationObserver(function (mutations) {
         if ($('#ui-datepicker-div:visible a').length) {
+          // Prevents date picker from triggering route navigation.
           $('#ui-datepicker-div:visible a').click((event) => { event.preventDefault(); });
         }
+
+        if ($('.civicase__features-filters-clear').length) {
+          // Handle clear filter button.
+          $('.civicase__features-filters-clear').click(event => {
+            CRM.$('.civicase__features input, .civicase__features textarea').val('').change();
+          });
+        }
       });
 
       observer.observe(document.body, {

From 03b31b0c1edeba7c85868cae27bcd65ba5829496 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 18 Apr 2023 09:04:06 +0100
Subject: [PATCH 081/199] BTHAB-102: Allow creating contact on the client field

---
 .../quotations/directives/quotations-create.directive.html     | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index efa36d7a4..116b0876c 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -1,5 +1,5 @@
 <div id="bootstrap-theme" class="civicase__container">
-  <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
+  <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
 
   <div class="panel panel-default">
     <div class="panel-body">
@@ -14,6 +14,7 @@ <h1 crm-page-title>{{ ts('Create Quotations') }}</h1>
               placeholder="Client"
               name="client"
               crm-entityref="{
+                create: true,
                 entity: 'Contact',
                 select: { multiple: false, allowClear: true }
               }"

From 197eb164f3370abb3b232d68618a9d525a13525b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 06:00:13 +0100
Subject: [PATCH 082/199] BRHAB-102: Update financial type when product is
 selected

---
 .../quotations/directives/quotations-create.directive.js     | 5 +++++
 1 file changed, 5 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 2016a92c8..0b6cf958b 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -174,6 +174,11 @@
       const updateProductDependentFields = (productId) => {
         $scope.salesOrder.items[index].item_description = productsCache.get(productId).description;
         $scope.salesOrder.items[index].unit_price = parseFloat(productsCache.get(productId).price);
+        const financialTypeId = productsCache.get(productId).financial_type_id ?? null;
+        if (financialTypeId) {
+          $scope.salesOrder.items[index].financial_type_id = financialTypeId;
+          handleFinancialTypeChange(index);
+        }
         calculateSubtotal(index);
       };
 

From 803ffaefa94a2f7ca4c5364d85d45b5f79942f22 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 06:01:44 +0100
Subject: [PATCH 083/199] BTHAB-102: Increase element sizes and update
 validation messages

---
 .../quotations-create.directive.html          | 30 +++++++++++--------
 1 file changed, 18 insertions(+), 12 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index 116b0876c..119a1b0bd 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -1,7 +1,7 @@
 <div id="bootstrap-theme" class="civicase__container">
   <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
 
-  <div class="panel panel-default">
+  <div class="panel panel-default" id="quotation__create">
     <div class="panel-body">
       <form name="quotationsForm" class="form-horizontal">
         <div class="form-group">
@@ -137,6 +137,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
             <tr ng-repeat="item in salesOrder.items track by $index">
               <td>
                 <input class="form-control"
+                  style="width: 100%; min-width: 12em"
                   ng-model="salesOrder.items[$index].product_id"
                   ng-change="handleProductChange($index)"
                   placeholder="Product"
@@ -149,12 +150,13 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
                 />
               </td>
               <td>
-                <input type="text" name="item_description_{{$index}}" ng-model="salesOrder.items[$index].item_description" class="form-control" required />
+                <textarea type="text" name="item_description_{{$index}}" ng-model="salesOrder.items[$index].item_description" class="form-control" required> </textarea>
                 <br />
                 <span class="crm-inline-error" ng-show="quotationsForm.item_description_{{$index}}.$dirty && quotationsForm.item_description_{{$index}}.$invalid && quotationsForm.item_description_{{$index}}.$error.required">Description is required</span>
               </td>
               <td>
                 <input class="form-control"
+                style="width: 100%"
                   ng-model="salesOrder.items[$index].financial_type_id"
                   ng-change="handleFinancialTypeChange($index)"
                   name="financial_type_{{$index}}"
@@ -170,24 +172,22 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
                 <span class="crm-inline-error" ng-show="quotationsForm.financial_type_{{$index}}.$dirty && quotationsForm.financial_type_{{$index}}.$invalid && quotationsForm.financial_type_{{$index}}.$error.required">Financial Type is required</span>
               </td>
               <td>
-                <div class="input-group" style="width: 8em;">
+                <div class="input-group">
                   <span class="input-group-addon">{{ currencySymbol }}</span>
-                  <input type="number" name="unit_price_{{$index}}" required placeholder="Unit Price" ng-model="salesOrder.items[$index].unit_price" ng-change="calculateSubtotal($index)" class="form-control" />
+                  <input type="number" min="0" name="unit_price_{{$index}}" required placeholder="Unit Price" ng-model="salesOrder.items[$index].unit_price" ng-change="calculateSubtotal($index)" class="form-control" />
                 </div>
                 <br />
-                <span class="crm-inline-error" ng-show="quotationsForm.unit_price_{{$index}}.$dirty && quotationsForm.unit_price_{{$index}}.$invalid && quotationsForm.unit_price_{{$index}}.$error.required">Unit price is required</span>
+                <span class="crm-inline-error" ng-show="quotationsForm.unit_price_{{$index}}.$dirty && (quotationsForm.unit_price_{{$index}}.$invalid || quotationsForm.unit_price_{{$index}}.$error.required)">Unit price is invalid</span>
               </td>
               <td>
-                <div class="input-group" style="width: 8em;">
-                  <input type="number" name="quantity_{{$index}}" required placeholder="Quantity" ng-model="salesOrder.items[$index].quantity" class="form-control" ng-change="calculateSubtotal($index)" />
-                </div>
+                  <input type="number" min="0" name="quantity_{{$index}}" required placeholder="Quantity" ng-model="salesOrder.items[$index].quantity" class="form-control" ng-change="calculateSubtotal($index)" style="width: 6em" step="0.01" />
                 <br />
-                <span class="crm-inline-error" ng-show="quotationsForm.quantity_{{$index}}.$dirty && quotationsForm.quantity_{{$index}}.$invalid && quotationsForm.quantity_{{$index}}.$error.required">Quantity is required</span>
+                <span class="crm-inline-error" ng-show="quotationsForm.quantity_{{$index}}.$dirty && (quotationsForm.quantity_{{$index}}.$invalid || quotationsForm.quantity_{{$index}}.$error.required)">Quantity is invalid</span>
               </td>
               <td>
-                <div class="input-group" style="width: 8em;">
-                  <input type="number" min="0" max="100" name="discounted_percentage" placeholder="Discount" ng-model="salesOrder.items[$index].discounted_percentage" class="form-control" ng-change="calculateSubtotal($index)" />
-                </div>
+                  <input type="number" min="0" max="100" name="discounted_percentage_{{$index}}" placeholder="Discount" ng-model="salesOrder.items[$index].discounted_percentage" class="form-control" ng-change="calculateSubtotal($index)" step="0.01"/>
+                  <br />
+                  <span class="crm-inline-error" ng-show="quotationsForm.discounted_percentage_{{$index}}.$dirty && (quotationsForm.discounted_percentage_{{$index}}.$invalid)">Discount is invalid</span>
               </td>
               <td>
                 {{ roundTo(salesOrder.items[$index].tax_rate, 2) }}
@@ -247,3 +247,9 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
     </div>
   </div>
 </div>
+
+<style>
+  #quotation__create .table>tbody>tr>td {
+    padding: 10px 10px;
+  }
+</style>

From d8e0c28b43e45d51338c03bf58f9c6de07e42f9e Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 07:27:09 +0100
Subject: [PATCH 084/199] BTHAB-102: Limit sales order owner field to a contact

---
 .../quotations/directives/quotations-create.directive.html      | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index 119a1b0bd..aee2acf56 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -74,7 +74,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
               crm-entityref="{
                 create: true,
                 entity: 'Contact',
-                select: { multiple: true, allowClear: true }
+                select: { multiple: false, allowClear: true }
               }"
               required
               ng-minlength="1"

From 653161ef8cbc5077e60d8d0dc475da0f087beca3 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 11:35:14 +0100
Subject: [PATCH 085/199] BTHAB-102: Clear product name when product ID is
 empty

---
 .../quotations/directives/quotations-create.directive.js         | 1 +
 1 file changed, 1 insertion(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 0b6cf958b..23ff926ca 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -169,6 +169,7 @@
      */
     function handleProductChange (index) {
       if (!$scope.salesOrder.items[index].product_id) {
+        $scope.salesOrder.items[index]['product_id.name'] = '';
         return;
       }
       const updateProductDependentFields = (productId) => {

From 8164cd594a30c2d3a36d68c49f9155c795c84f55 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 08:15:08 +0100
Subject: [PATCH 086/199] BTHAB-113: Display terms on invoice only if tax and
 invoicing is enabled

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php   | 20 ++++++++++++++++++-
 .../MessageTemplate/QuotationInvoice.tpl      |  4 +++-
 2 files changed, 22 insertions(+), 2 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
index 287e49a01..b83df347e 100644
--- a/CRM/Civicase/Form/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -1,5 +1,6 @@
 <?php
 
+use Civi\Api4\Setting;
 use Civi\Api4\Address;
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderLine;
@@ -191,7 +192,7 @@ public static function getQuotationInvoice(): array {
       ->first();
 
     $model = new CRM_Civicase_WorkflowMessage_SalesOrderInvoice();
-    $terms = Civi::settings()->get('quotations_notes');
+    $terms = self::getTerms();
     $model->setDomainLogo($organisation['image_URL']);
     $model->setSalesOrder($caseSalesOrder);
     $model->setTerms($terms);
@@ -201,6 +202,23 @@ public static function getQuotationInvoice(): array {
     return $rendered;
   }
 
+  /**
+   * Returns the Quotation invoice terms.
+   */
+  private static function getTerms() {
+    $terms = NULL;
+    $invoicing = Setting::get()
+      ->addSelect('invoicing')
+      ->execute()
+      ->first();
+
+    if (!empty($invoicing['value'])) {
+      $terms = Civi::settings()->get('quotations_notes');
+    }
+
+    return $terms;
+  }
+
   /**
    * Get the rows for each contactID.
    *
diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index d9d5e31f3..059826667 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -120,14 +120,16 @@
       </div>
     </div>
 
+    {if !empty($terms) }
     <div style="margin-top: 16px;">
       <p><strong>Terms</strong></p>
 
-      <p>{if $terms }{$terms}{/if}</p>
+      <p>{$terms}</p>
 
       <table style="width:100%; margin-bottom: 14px;">
       </table>
     </div>
+    {/if}
   </div>
 </body>
 

From b9619faa562c0450c0ff68f76e5da75559b508f9 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 19 Apr 2023 11:48:04 +0100
Subject: [PATCH 087/199] BTHAB-113: Prevent sales_order tokens from being
 assigned null vallues

---
 CRM/Civicase/Hook/Tokens/SalesOrderTokens.php | 15 ++++++++++++++-
 1 file changed, 14 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
index 5eeb11432..5b3179bce 100644
--- a/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
+++ b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
@@ -58,7 +58,20 @@ public static function evaluateSalesOrderTokens(TokenValueEvent $e) {
             ->execute()
             ->first();
           foreach ($caseSalesOrder as $key => $value) {
-            $row->tokens(self::TOKEN, $key, $value);
+            try {
+              $row->tokens(self::TOKEN, $key, $value ?? '');
+            }
+            catch (\Throwable $th) {
+              \Civi::log()->error(
+                'Error resolving token: ' . self::TOKEN . '.' . $key,
+                [
+                  'context' => [
+                    'backtrace' => $th->getTraceAsString(),
+                    'message' => $th->getMessage(),
+                  ],
+                ]
+              );
+            }
           }
         }
       }

From a0e5835fe9f1b6f2b27d67be0e71fb1bf52fbd16 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 17 Apr 2023 10:51:27 +0100
Subject: [PATCH 088/199] BTHAB-105: Remove table borders on quotations view

---
 .../directives/quotations-view.directive.html | 49 +++++++++++++------
 1 file changed, 33 insertions(+), 16 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index ebb02087e..9670e3294 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -1,15 +1,13 @@
 <div id="bootstrap-theme" class="civicase__container">
+  <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
 
   <div class="row">
-    <div class="col-md-12">
-      <h2 class="text-center" style="margin: 2em;"><strong>View Quotation</strong></h2>
-    </div>
 
       <div class="panel panel-default">
-        <div class="panel-body" style="background: none; padding: 2em;">
+        <div class="panel-body" >
           <div class="row">
-            <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
-              <table class="table">
+            <div class="col-md-6 col-sm-12">
+              <table class="table" id="quotation__detail">
                 <tbody>
                   <tr>
                     <td>Quotatioin Id</td>
@@ -33,16 +31,16 @@ <h2 class="text-center" style="margin: 2em;"><strong>View Quotation</strong></h2
                     <td colspan="2"><strong>Case/Opportunity</strong></td>
                   </tr>
                   <tr>
-                    <th>Case Id</th>
-                    <th><a href="{{dashboardLink}}" target="_blank">{{salesOrder.case_id}}</a></th>
+                    <td>Case Id</td>
+                    <td><a href="{{dashboardLink}}" target="_blank">{{salesOrder.case_id}}</a></td>
                   </tr>
                   <tr>
-                    <th>Case Type</th>
-                    <th>{{salesOrder['case_id.case_type_id:label']}}</th>
+                    <td>Case Type</td>
+                    <td>{{salesOrder['case_id.case_type_id:label']}}</td>
                   </tr>
                   <tr>
-                    <th>Case Subject</th>
-                    <th>{{salesOrder['case_id.subject']}}</th>
+                    <td>Case Subject</td>
+                    <td>{{salesOrder['case_id.subject']}}</td>
                   </tr>
                 </tbody>
 
@@ -68,7 +66,7 @@ <h2 class="text-center" style="margin: 2em;"><strong>View Quotation</strong></h2
             <div class="col-md-12" style="margin: 1em 0em;">
               <h3><strong>Items Overview</strong></h3>
             </div>
-            <div class="col-md-12" style="border: 1px solid; padding: 2em; background: #fff;">
+            <div class="col-md-12" style="border: 1px solid; padding: 0em;">
               <table class="table table-bordered">
                 <tr>
                   <th>Product</th>
@@ -98,8 +96,8 @@ <h3><strong>Items Overview</strong></h3>
             <div class="col-md-12" style="margin: 1em 0em;">
               <h3><strong>Amount Summary</strong></h3>
             </div>
-            <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
-              <table class="table">
+            <div class="col-md-6 col-sm-12">
+              <table class="table" id="amount__summary">
                 <tr>
                   <td>Total</td>
                   <td>{{ currencySymbol }} {{ salesOrder.total_before_tax }}</td>
@@ -121,7 +119,7 @@ <h3><strong>Amount Summary</strong></h3>
               <h3><strong>Notes</strong></h3>
             </div>
           </div>
-          <div class="col-md-6 col-sm-12" style="border: 1px solid; padding: 2em; background: #fff;">
+          <div class="col-md-6 col-sm-12">
             <p>
               {{salesOrder.notes}}
             </p>
@@ -132,3 +130,22 @@ <h3><strong>Notes</strong></h3>
   </div>
 
 </div>
+
+<style>
+  table#quotation__detail.table > tbody > tr > td,
+  table#amount__summary.table > tbody > tr > td {
+    border: 0;
+    border-top: 0;
+  }
+
+  table#quotation__detail.table>tbody+tbody {
+    border-top: 0;
+  }
+
+  table#quotation__detail.table>tbody+tbody:before {
+    content:"@";
+    display:block;
+    line-height:2em;
+    text-indent:-99999px;
+}
+</style>

From 8012afb75b9cb4ef9dcec2fcb1ffc5cd75f7d2ab Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 17 Apr 2023 10:52:50 +0100
Subject: [PATCH 089/199] BTHAB-105: Link contact name to dashbard on quotation
 view

---
 .../directives/quotations-view.directive.html      |  4 ++--
 .../directives/quotations-view.directive.js        | 14 +++++++++++++-
 2 files changed, 15 insertions(+), 3 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index 9670e3294..effd7d481 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -15,7 +15,7 @@ <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
                   </tr>
                   <tr>
                     <td>Client</td>
-                    <td>{{salesOrder['client_id.display_name']}}</td>
+                    <td><a href="{{getContactLink(salesOrder.client_id)}}" target="_blank">{{salesOrder['client_id.display_name']}}</a></td>
                   </tr>
                   <tr>
                     <td>Date</td>
@@ -47,7 +47,7 @@ <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
                 <tbody>
                   <tr>
                     <td>Owner</td>
-                    <td>{{salesOrder['owner_id.display_name']}}</td>
+                    <td><a href="{{getContactLink(salesOrder.client_id)}}" target="_blank">{{salesOrder['owner_id.display_name']}}</a></td>
                   </tr>
                   <tr>
                     <td>Status</td>
diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.js b/ang/civicase-features/quotations/directives/quotations-view.directive.js
index 33e47a676..c0017f76e 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.js
@@ -29,6 +29,7 @@
       total_after_tax: 0
     };
     $scope.hasCase = false;
+    $scope.getContactLink = getContactLink;
 
     (function init () {
       if ($scope.salesOrderId) {
@@ -56,10 +57,21 @@
           }
           $scope.hasCase = true;
           CaseUtils.getDashboardLink($scope.salesOrder.case_id).then(link => {
-            $scope.dashboardLink = link;
+            $scope.dashboardLink = `${link}&focus=1&tab=Quotations`;
           });
         }
       });
     }
+
+    /**
+     * Returns link to the contact dashboard
+     *
+     * @param {number} id the contact ID
+     *
+     * @returns {string} dashboard link
+     */
+    function getContactLink (id) {
+      return CRM.url(`/contact/view?reset=1&cid=${id}`);
+    }
   }
 })(angular, CRM._);

From e07ad3cab8eca39e04ecf7ab4e89dc5a1a930810 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 20 Apr 2023 15:02:22 +0100
Subject: [PATCH 090/199] BTHAB-105: Link owner name to owner contact dashboard

---
 .../quotations/directives/quotations-view.directive.html        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index effd7d481..ca24c280c 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -47,7 +47,7 @@ <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
                 <tbody>
                   <tr>
                     <td>Owner</td>
-                    <td><a href="{{getContactLink(salesOrder.client_id)}}" target="_blank">{{salesOrder['owner_id.display_name']}}</a></td>
+                    <td><a href="{{getContactLink(salesOrder.owner_id)}}" target="_blank">{{salesOrder['owner_id.display_name']}}</a></td>
                   </tr>
                   <tr>
                     <td>Status</td>

From 4649268e671d8826f8fb934ba0065b8a52d7654c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 20 Apr 2023 09:46:28 +0100
Subject: [PATCH 091/199] BTHAB-119: Include tax rate in discount line item

---
 CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index f49baf46b..86269bbeb 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -79,10 +79,10 @@ private function getLineItemForSalesOrder() {
       $items[] = $this->lineItemToContributionLineItem($item);
 
       if ($item['discounted_percentage'] > 0) {
-        $item['tax'] = 0;
         $item['item_description'] = "{$item['item_description']} Discount {$item['discounted_percentage']}%";
         $item['unit_price'] = $this->percent($item['discounted_percentage'], -$item['unit_price']);
         $item['total'] = $item['quantity'] * floatval($item['unit_price']);
+        $item['tax'] = empty($item['tax_rate']) ? 0 : $this->percent($item['tax_rate'], $item['total']);
         $items[] = $this->lineItemToContributionLineItem($item);
       }
     }

From 50dc6bfb24f800e67f1175ebd47032644e49962d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 20 Apr 2023 14:45:20 +0100
Subject: [PATCH 092/199] BTHAB-119: Ensure input is of same type before
 comparing

---
 CRM/Civicase/Form/CaseSalesOrderContributionCreate.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index 493ed7934..8b9cac695 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -170,7 +170,7 @@ public function validateAmount(array $values) {
       $errors['to_be_invoiced'] = 'Contribution amount cannot exceed the total sales order amount';
     }
 
-    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && $values['percent_value'] > $remainPercent) {
+    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && floatval($values['percent_value']) > $remainPercent) {
       $errors['percent_value'] = 'Percentage value cannot exceed ' . round($remainPercent, 2);
     }
 

From a19ccc31fb2d7b5405b1524e95daa1e1d1911b89 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 20 Apr 2023 14:46:36 +0100
Subject: [PATCH 093/199] BTHAB-119: Set sales order bulk contribution status
 to pending

---
 .../ContributionCreateAction.php              | 23 +++++++++++++++++++
 1 file changed, 23 insertions(+)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 61dd4674c..8cf59dda7 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -2,6 +2,7 @@
 
 namespace Civi\Api4\Action\CaseSalesOrder;
 
+use Civi\Api4\OptionValue;
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\PriceFieldValue;
 use Civi\Api4\PriceField;
@@ -124,6 +125,7 @@ private function createContributionWithLineItems(int $salesOrderId, array $price
       'financial_type_id' => $this->financialTypeId,
       'receive_date' => $this->date,
       'contact_id' => $salesOrderContribution->salesOrder['client_id'],
+      'contribution_status_id' => $this->getPendingContributionStatusId(),
     ];
 
     return Contribution::create($params)->toArray();
@@ -183,4 +185,25 @@ private function updateCaseSalesOrderStatus(int $salesOrderId): void {
       ->execute();
   }
 
+  /**
+   * Returns ID for pending contribution status.
+   *
+   * @return int
+   *   pending status ID
+   */
+  private function getPendingContributionStatusId(): ?int {
+    $pendingStatus = OptionValue::get()
+      ->addSelect('value')
+      ->addWhere('option_group_id:name', '=', 'contribution_status')
+      ->addWhere('name', '=', 'pending')
+      ->execute()
+      ->first();
+
+    if (!empty($pendingStatus)) {
+      return $pendingStatus['value'];
+    }
+
+    return NULL;
+  }
+
 }

From f464ba7ab49d053b3c28d94881d99f62e3f815ce Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 20 Apr 2023 14:48:31 +0100
Subject: [PATCH 094/199] BTHAB-119: Display correct lineitem total for
 previous contribution

---
 CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 86269bbeb..9fa744697 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -117,7 +117,9 @@ private function getPreviousContributionLineItem() {
       }
 
       foreach ($items as $item) {
-        $item['qty'] = -1 * $item['qty'];
+        $item['qty'] = $item['qty'];
+        $item['unit_price'] = -1 * $item['unit_price'];
+        $item['tax_amount'] = -1 * $item['tax_amount'];
         $item['line_total'] = $item['qty'] * floatval($item['unit_price']);
         $previousItems[] = $item;
       }

From 4f6c7aee86a8510ff9e5dc70462eafdbcd6a307c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 25 Apr 2023 15:32:53 +0100
Subject: [PATCH 095/199] BTHAB-129: Ensure quotation financial type can be
 updated

---
 .../quotations/directives/quotations-create.directive.js      | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 23ff926ca..9bdd6139b 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -214,6 +214,10 @@
       $scope.salesOrder.items[index].tax_rate = 0;
       $scope.$emit('totalChange');
 
+      if ($scope.salesOrder.items[index]['financial_type_id.name']) {
+        $scope.salesOrder.items[index]['financial_type_id.name'] = '';
+      }
+
       const updateFinancialTypeDependentFields = (financialTypeId) => {
         $scope.salesOrder.items[index].tax_rate = financialTypesCache.get(financialTypeId).tax_rate;
         $scope.$emit('totalChange');

From c2dd98200f8197ec885a17d37249ae797185559c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 25 Apr 2023 14:37:34 +0100
Subject: [PATCH 096/199] BTHAB-38: Remove pledges from supported case instance
 features

---
 .../Setup/Manage/CaseTypeCategoryFeaturesManager.php     | 9 ---------
 1 file changed, 9 deletions(-)

diff --git a/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php b/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
index ca0ecb936..ae6f0e9fc 100644
--- a/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
+++ b/CRM/Civicase/Setup/Manage/CaseTypeCategoryFeaturesManager.php
@@ -35,15 +35,6 @@ public function create(): void {
       'is_active' => TRUE,
       'is_reserved' => TRUE,
     ]);
-
-    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
-      'option_group_id' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
-      'name' => 'pledges',
-      'label' => 'Pledges',
-      'is_default' => TRUE,
-      'is_active' => TRUE,
-      'is_reserved' => TRUE,
-    ]);
   }
 
   /**

From acc7c9a4f057658bd79904df739b1aa922590ac2 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 25 Apr 2023 13:28:37 +0100
Subject: [PATCH 097/199] BTHAB-109: Close tab if there's no previous page to
 navigate to

---
 ang/civicase/shared/directives/history-back.directive.js | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/ang/civicase/shared/directives/history-back.directive.js b/ang/civicase/shared/directives/history-back.directive.js
index 8419633ca..463bb1cc4 100644
--- a/ang/civicase/shared/directives/history-back.directive.js
+++ b/ang/civicase/shared/directives/history-back.directive.js
@@ -7,6 +7,12 @@
       link: function (scope, elem, attrs) {
         elem.bind('click', function () {
           $window.history.back();
+          const currPage = window.location.href;
+          setTimeout(function () {
+            if ($window.location.href === currPage) {
+              $window.close();
+            }
+          }, 500);
         });
       }
     };

From 7a98c4fb5acbe631464c761ad98d77e0577a9359 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 25 Apr 2023 14:13:41 +0100
Subject: [PATCH 098/199] BTHAB-109: Prevent financial_type and product input
 field from hiding other fields

---
 .../directives/quotations-create.directive.html        | 10 +++++-----
 1 file changed, 5 insertions(+), 5 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index aee2acf56..59c07c103 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -121,7 +121,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
           <label class="col-sm-2 control-label required-mark">
             {{ts('Item')}}
           </label>
-          <div class="col-sm-9">
+          <div class="col-sm-10">
            <table class="table table-bordered">
             <tr>
               <th>Product</th>
@@ -135,7 +135,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
               <th></th>
             </tr>
             <tr ng-repeat="item in salesOrder.items track by $index">
-              <td>
+              <td style="max-width: 15em;">
                 <input class="form-control"
                   style="width: 100%; min-width: 12em"
                   ng-model="salesOrder.items[$index].product_id"
@@ -154,7 +154,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
                 <br />
                 <span class="crm-inline-error" ng-show="quotationsForm.item_description_{{$index}}.$dirty && quotationsForm.item_description_{{$index}}.$invalid && quotationsForm.item_description_{{$index}}.$error.required">Description is required</span>
               </td>
-              <td>
+              <td style="max-width: 15em;">
                 <input class="form-control"
                 style="width: 100%"
                   ng-model="salesOrder.items[$index].financial_type_id"
@@ -172,9 +172,9 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
                 <span class="crm-inline-error" ng-show="quotationsForm.financial_type_{{$index}}.$dirty && quotationsForm.financial_type_{{$index}}.$invalid && quotationsForm.financial_type_{{$index}}.$error.required">Financial Type is required</span>
               </td>
               <td>
-                <div class="input-group">
+                <div class="input-group" style="width: 10em">
                   <span class="input-group-addon">{{ currencySymbol }}</span>
-                  <input type="number" min="0" name="unit_price_{{$index}}" required placeholder="Unit Price" ng-model="salesOrder.items[$index].unit_price" ng-change="calculateSubtotal($index)" class="form-control" />
+                  <input type="number" min="0" name="unit_price_{{$index}}" required placeholder="Unit Price" ng-model="salesOrder.items[$index].unit_price" ng-change="calculateSubtotal($index)" class="form-control" step="0.01" />
                 </div>
                 <br />
                 <span class="crm-inline-error" ng-show="quotationsForm.unit_price_{{$index}}.$dirty && (quotationsForm.unit_price_{{$index}}.$invalid || quotationsForm.unit_price_{{$index}}.$error.required)">Unit price is invalid</span>

From 0847597e9884f00e0f5f44d4aa87d94aa0c857fb Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 25 Apr 2023 14:14:38 +0100
Subject: [PATCH 099/199] BTHAB-109: Space date range input fields

---
 ang/afsearchContactQuotations.aff.html                         | 2 +-
 ang/afsearchQuotations.aff.html                                | 2 +-
 .../quotations/directives/quotations-list.directive.html       | 3 +++
 3 files changed, 5 insertions(+), 2 deletions(-)

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
index 4ea5d1cfe..ea5ffde78 100644
--- a/ang/afsearchContactQuotations.aff.html
+++ b/ang/afsearchContactQuotations.aff.html
@@ -15,7 +15,7 @@
     </div>
     <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
       <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
-      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
+      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-4 civicase__ui-range" />
       <div class="col-md-1">
         <button type="button" class="btn btn-link civicase__features-filters-clear" style="margin-top: 2em;">Clear All</button>
       </div>
diff --git a/ang/afsearchQuotations.aff.html b/ang/afsearchQuotations.aff.html
index a5bd3e57c..b6d80d2a5 100644
--- a/ang/afsearchQuotations.aff.html
+++ b/ang/afsearchQuotations.aff.html
@@ -17,7 +17,7 @@
 
     <div class="af-container row civicase__case-filter-form-elements" ng-show="expanded">
       <af-field name="status_id" defn="{input_attrs: {multiple: true}}" class="col-md-2" />
-      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-3 civicase__ui-range" />
+      <af-field name="quotation_date" defn="{input_attrs: {time: false}, search_range: true, label: 'Date'}" class="col-md-4 civicase__ui-range" />
       <div class="col-md-1">
         <button type="button" class="btn btn-link civicase__features-filters-clear" style="margin-top: 2em;">Clear All</button>
       </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index 276490d8b..1d472f036 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -31,4 +31,7 @@ <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
     background-color: transparent;
     border: none;
   }
+  .af-field-range-sep {
+    margin: 0em 1em;
+  }
 </style>

From da9df7b6093de0445a8171d0fe08fddc7a5f3aa7 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 09:12:06 +0100
Subject: [PATCH 100/199] BTHAB-124: Redirect back to previous page on
 quotation edit

---
 .../quotations/directives/quotations-create.directive.js     | 5 +++++
 1 file changed, 5 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 9bdd6139b..430d3b61f 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -286,6 +286,11 @@
      * else redirects to the case view of the selected case.
      */
     function redirectToAppropraitePage () {
+      if ($scope.isUpdate) {
+        $window.location.href = $window.document.referrer;
+        return;
+      }
+
       if (!$scope.salesOrder.case_id) {
         $window.location.href = 'a#/quotations';
       }

From 9798c2aea70c1203650bd0e4304dbc2e3845c358 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 09:12:54 +0100
Subject: [PATCH 101/199] BTHAB-124: Keep submit button disabled when save is
 successful

---
 .../quotations/directives/quotations-create.directive.js         | 1 -
 1 file changed, 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 430d3b61f..d17f5a617 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -139,7 +139,6 @@
       $scope.submitInProgress = true;
       crmApi4('CaseSalesOrder', 'save', { records: [$scope.salesOrder] })
         .then(function (results) {
-          $scope.submitInProgress = false;
           showSucessNotification();
           redirectToAppropraitePage();
         }, function (failure) {

From a5d2588b351e135bcec62e2ef83820105e83c38d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 09:13:50 +0100
Subject: [PATCH 102/199] BTHAB-124: Fix typo in Quotation view page

---
 .../quotations/directives/quotations-view.directive.html        | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index ca24c280c..3140e3ed6 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -10,7 +10,7 @@ <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
               <table class="table" id="quotation__detail">
                 <tbody>
                   <tr>
-                    <td>Quotatioin Id</td>
+                    <td>Quotation Id</td>
                     <td>{{salesOrder.id}}</td>
                   </tr>
                   <tr>

From d475019c1d49d70f7567e4c5ed3c3ea869dd3a8d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 26 Apr 2023 12:06:21 +0100
Subject: [PATCH 103/199] BTHAB-130: Prevent quantity field from throwing error
 due to excess decimal places

---
 js/sales-order-contribution.js | 1 +
 1 file changed, 1 insertion(+)

diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 338b1ccc2..1b553dc3c 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -54,6 +54,7 @@
     function addLineItem (quantity, unitPrice, description, financialTypeId, taxAmount) {
       const row = $($(`tr#add-item-row-${count}`));
       row.show().removeClass('hiddenElement');
+      quantity = +parseFloat(quantity).toFixed(10); // limit to 10 decimal places
 
       $('input[id^="item_label"]', row).val(ts(description));
       $('select[id^="item_financial_type_id"]', row).select2('val', financialTypeId);

From 74501a2ea15dc1b9d2601a26cdae76829509aa8f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 12:24:44 +0100
Subject: [PATCH 104/199] BTHAB-130: Prevent incorrect quotation contribution
 total

Contribution line items with tax_amount in thousands are not handled appropratiely by CiviCRM when contribution is created, to resolve this we remove the formatter, and have the tax_amount as number, did the same thing for unit_price.
---
 js/sales-order-contribution.js | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 1b553dc3c..448080584 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -62,10 +62,10 @@
 
       const total = quantity * parseFloat(unitPrice);
 
-      $('input[id^="item_unit_price"]', row).val(CRM.formatMoney(unitPrice, true));
+      $('input[id^="item_unit_price"]', row).val(unitPrice);
       $('input[id^="item_line_total"]', row).val(CRM.formatMoney(total, true));
 
-      $('input[id^="item_tax_amount"]', row).val(CRM.formatMoney(taxAmount, true));
+      $('input[id^="item_tax_amount"]', row).val(taxAmount);
 
       count++;
     }

From 798bda4544f474f6cd2a4bb2600e6305318fca2f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 1 May 2023 16:21:37 +0100
Subject: [PATCH 105/199] BTHAB-126: Display contact Quotation tab if Quotation
 feature is enabled on atleast one case instances

---
 CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php | 8 ++++++++
 1 file changed, 8 insertions(+)

diff --git a/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php b/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
index b75de3319..0d66a4c6f 100644
--- a/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
+++ b/CRM/Civicase/Hook/Tabset/CaseSalesOrderTabAdd.php
@@ -1,6 +1,7 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
+use CRM_Civicase_Service_CaseTypeCategoryFeatures as CaseTypeCategoryFeatures;
 
 /**
  * Hook Class to add case sales order tab to contact.
@@ -18,6 +19,13 @@ class CRM_Civicase_Hook_Tabset_CaseSalesOrderTabAdd {
    *   Weight to position the tab.
    */
   public function addCaseSalesOrderTab(array &$tabs, $contactID, $weight) {
+    $caseTypeCategoryFeatures = new CaseTypeCategoryFeatures();
+    $caseInstances = $caseTypeCategoryFeatures->retrieveCaseInstanceWithEnabledFeatures(['quotations']);
+
+    if (empty($caseInstances)) {
+      return;
+    }
+
     $tabs[] = [
       'id' => 'quotations',
       'url' => CRM_Utils_System::url("civicrm/case-features/quotations/contact-tab?cid=$contactID"),

From d7fe0ea6c85d31ab66da39b361087341edd508a8 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 1 May 2023 13:37:33 +0100
Subject: [PATCH 106/199] BTHAB-155: Update quotation contribution status field
 label

---
 CRM/Civicase/Form/CaseSalesOrderContributionCreate.php          | 2 +-
 .../directives/quotations-contribution-bulk.directive.html      | 2 +-
 2 files changed, 2 insertions(+), 2 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index 8b9cac695..d6aaff67c 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -61,7 +61,7 @@ public function buildQuickForm() {
     $this->add(
       'select',
       'status',
-      ts('Status'),
+      ts('Update status of quotation to'),
         ['' => 'Select'] +
         array_combine(
           array_column($statusOptions, 'value'),
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
index c63fc9e8e..d82f4a163 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
@@ -64,7 +64,7 @@
 
     <div class="form-group">
       <label class="col-sm-2 control-label required-mark">
-        {{ts('Status')}}
+        {{ts('Update status of quotation to')}}
       </label>
       <div class="col-sm-5">
         <select class="form-control"

From 0305ef6d36872856aa2c8ec58d658eb7c2200a19 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 1 May 2023 13:43:15 +0100
Subject: [PATCH 107/199] BTHAB-155: Set status field to current quotaion
 status

---
 .../Form/CaseSalesOrderContributionCreate.php     | 15 +++++++++++++++
 1 file changed, 15 insertions(+)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index d6aaff67c..636b17818 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -86,6 +86,21 @@ public function buildQuickForm() {
     parent::buildQuickForm();
   }
 
+  /**
+   * {@inheritDoc}
+   */
+  public function setDefaultValues() {
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $this->id)
+      ->addSelect('status_id')
+      ->execute()
+      ->first();
+
+    return [
+      'status' => $caseSalesOrder['status_id'] ?? NULL,
+    ];
+  }
+
   /**
    * {@inheritDoc}
    */

From 5764f7613679ce79903b3f1386c60636fdb5443b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 1 May 2023 14:51:56 +0100
Subject: [PATCH 108/199] BTHAB-155: Set default value for status and
 fianlcialtype from first sales order

---
 .../directives/quotations-contribution-bulk.directive.js   | 7 +++++++
 1 file changed, 7 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
index 50d2064b6..1e0482f8b 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -37,6 +37,13 @@
     this.progress = null;
     const BATCH_SIZE = 50;
 
+    (function () {
+      CaseUtils.getSalesOrderAndLineItems(ctrl.ids[0]).then((result) => {
+        ctrl.data.financialTypeId = result.items[0].financial_type_id ?? null;
+        ctrl.data.statusId = Number(result.status_id).toString();
+      });
+    })();
+
     this.createBulkContribution = () => {
       $q(async function (resolve, reject) {
         ctrl.run = true;

From bb855651e88fbebfe4403e4390982aa78cbe0f18 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 1 May 2023 14:52:48 +0100
Subject: [PATCH 109/199] BTHAB-155: Format date on quotation view

---
 CRM/Civicase/Form/CaseSalesOrderContributionCreate.php          | 2 +-
 .../quotations/directives/quotations-view.directive.js          | 1 +
 2 files changed, 2 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index 636b17818..9c9625484 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -1,7 +1,7 @@
 <?php
 
-use Civi\Api4\CaseSalesOrderContribution;
 use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderContribution;
 use Civi\Api4\OptionValue;
 use CRM_Certificate_ExtensionUtil as E;
 
diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.js b/ang/civicase-features/quotations/directives/quotations-view.directive.js
index c0017f76e..a78259637 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.js
@@ -51,6 +51,7 @@
           $scope.salesOrder = caseSalesOrders.pop();
           $scope.salesOrder.taxRates = $scope.salesOrder.computedRates[0].taxRates;
           $scope.currencySymbol = CurrencyCodes.getSymbol($scope.salesOrder.currency);
+          $scope.salesOrder.quotation_date = CRM.utils.formatDate($scope.salesOrder.quotation_date);
 
           if (!$scope.salesOrder.case_id) {
             return;

From f4b1cb00aa96eb367eb73aeb7f0ae6c55d517c65 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 2 May 2023 07:52:12 +0100
Subject: [PATCH 110/199] BTHAB-43: Update Quotation invoice template

---
 .../MessageTemplate/QuotationInvoice.tpl      | 191 +++++++++---------
 1 file changed, 95 insertions(+), 96 deletions(-)

diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index 059826667..e056a6d55 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -4,129 +4,128 @@
 
 <head>
   <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
+      <title></title>
 </head>
 
 <body>
-  <div style="color: black; margin:16px; font-family: Arial, Verdana, sans-serif;">
-    <table style="width:100%; margin-bottom: 14px;">
-      <tbody>
-        <tr>
-          <td style="text-align:right">
-            <img alt="logo"
-                src="{$domain_logo}" />
-            
-          </td>
-        </tr>
-      </tbody>
+  <div style="padding-top:100px;margin-right:50px;border-style: none; font-family: Arial, Verdana, sans-serif;">
+    <table style="margin-top:5px;padding-bottom:50px;" cellpadding="5" cellspacing="0">
+      <tr>
+        <td><img src="{$domain_logo}" height="34px" width="99px"></td>
+      </tr>
     </table>
 
     <div>
-      <table style="width: 100%; margin-bottom: 20px;">
-        <thead>
-          <tr>
-            <th style="text-align: left;">Client Name: {$sales_order.client.display_name}</th>
-            <th style="text-align: left;">Date</th>
-            <th style="text-align: right;">Address</th>
-          </tr>
-        </thead>
-        <tbody>
-          <tr>
-            <td>
-              <span>{if $sales_order.clientAddress.street_address }{$sales_order.clientAddress.street_address}{/if}</span>
-              <br />
-              <span>{if $sales_order.clientAddress.supplemental_address_1 }{$sales_order.clientAddress.supplemental_address_1}{/if}</span>
-              <br />
-              <span>{if $sales_order.clientAddress.supplemental_address_2 }{$sales_order.clientAddress.supplemental_address_2}{/if}</span>
-              <br />
-              <span>
-                {if $sales_order.clientAddress.city}
-                  {$sales_order.clientAddress.city} {$sales_order.clientAddress.postal_code}{if $sales_order.clientAddress.postal_code_suffix} - {$sales_order.clientAddress.postal_code_suffix}{/if}<br />
-                {/if}
-              </span>
-            </td>
-            <td>
-              <span>{$sales_order.quotation_date|crmDate}</span>
-              <p><strong>Quote Number</strong></p>
-              <p>{$sales_order.id}</p>
-            </td>
-            <td style="text-align: right;">
-              <span>{domain.address}</span>
-            </td>
-          </tr>
-        </tbody>
+      <table style="font-family: Arial, Verdana, sans-serif;" width="100%" height="100" border="0" cellpadding="5" cellspacing="0">
+        <tr>
+          <td width="30%"><b><font size="1" align="center">{ts}Client Name: {$sales_order.client.display_name}<{/ts}</font></b></td>
+          <td width="50%" valign="bottom"><b><font size="1" align="center">{ts}Date:{/ts}</font></b></td>
+          <td valign="bottom" style="white-space: nowrap"><b><font size="1" align="right">Address</font></b></td>
+        </tr>
+        <tr>
+          <td><font size="1" align="center">
+          {if $sales_order.clientAddress.street_address }{$sales_order.clientAddress.street_address}{/if}
+          {if $sales_order.clientAddress.supplemental_address_1 }{$sales_order.clientAddress.supplemental_address_1}{/if}
+          </font></td>
+          <td><font size="1" align="right">{$sales_order.quotation_date|crmDate}</font></td>
+          <td style="white-space: nowrap"><font size="1" align="right">
+              {if !empty($domain_location.street_address) }{$domain_location.street_address}{/if}
+              {if !empty($domain_location.supplemental_address_1) }{$domain_location.supplemental_address_1}{/if}
+          </font></td>
+        </tr>
+        <tr>
+          <td><font size="1" align="center">
+          {if $sales_order.clientAddress.supplemental_address_2  }{$sales_order.clientAddress.supplemental_address_2 }{/if}
+          {if $sales_order.clientAddress.state }{$sales_order.clientAddress.state}{/if}
+          </font></td>
+          <td><b><font size="1" align="right">Quote Number</font></b></td>
+          <td style="white-space: nowrap"><font size="1" align="right">
+              {if !empty($domain_location.supplemental_address_2)  }{$domain_location.supplemental_address_2 }{/if}
+              {if !empty($domain_location.state) }{$domain_location.state}{/if}
+          </font></td>
+        </tr>
+        <tr>
+          <td><font size="1" align="center">
+          {if $sales_order.clientAddress.city  }{$sales_order.clientAddress.city }{/if}
+          {if $sales_order.clientAddress.postal_code }{$sales_order.clientAddress.postal_code}{/if}
+          </font></td>
+          <td><font size="1" align="right">{$sales_order.id}</font></td>
+          <td style="white-space: nowrap"><font size="1" align="right">
+              {if !empty($domain_location.city) }{$domain_location.city }{/if}
+              {if !empty($domain_location.postal_code) }{$domain_location.postal_code}{/if}
+          </font></td>
+        </tr>
+        <tr>
+          <td><font size="1" align="center">
+          {if $sales_order.clientAddress.country  }{$sales_order.clientAddress.country}{/if}
+          </font></td>
+          <td></td>
+          <td style="white-space: nowrap"><font size="1" align="right">
+              {if !empty($domain_location.country) }{$domain_location.country }{/if}
+          </font></td>
+        </tr>
       </table>
-    </div>
-
-    <div>
-      <p><strong>Description</strong></p>
 
-      <p>{$sales_order.description}</p>
-
-      <table style="width:100%; margin-bottom: 14px;">
+    <div style="margin-top: 50px;">
+      <table style="font-family: Arial, Verdana, sans-serif;" width="100%" height="100" border="0" cellpadding="5" cellspacing="0">
+        <tr> <td><font size="1"><strong>Description</strong></font></td> </tr>
+        <tr> <td><font size="1">{$sales_order.description}</font></td> </tr>
       </table>
     </div>
 
     <div class="table" style="margin-bottom: 14px; ">
-      <table rules="cols" style="width:100%; border: 1px solid; text-align: center;">
+      <table rules="cols" style="padding-top:25px; border: none" width="100%" border="0" cellpadding="5" cellspacing="0">
         <thead>
-          <tr class="head" style="background-color: #cac9c9;">
-            <th style="padding: 8px 10px; text-align: center;">Description</th>
-            <th style="padding: 8px 10px; text-align: center;">Quantity</th>
-            <th style="padding: 8px 10px; text-align: center;">Unit Price</th>
-            <th style="padding: 8px 10px; text-align: center;">Discount</th>
-            <th style="padding: 8px 10px; text-align: center;">VAT</th>
-            <th style="padding: 8px 10px; text-align: center;">Amount {$sales_order.currency} (without tax)</th>
+          <tr class="head" style="background-color: #cbcbcd;">
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align: left; font-weight:bold;width:100%"><font size="1">{ts}Description{/ts}</font></th>
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align:right;font-weight:bold;white-space: nowrap;"><font size="1">{ts}Quantity{/ts}</font></th>
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align:right;font-weight:bold;white-space: nowrap;"><font size="1">{ts}Unit Price{/ts}</font></th>
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align:right;font-weight:bold;white-space: nowrap;"><font size="1">{ts}Discount{/ts}</font></th>
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align:right;font-weight:bold;white-space: nowrap;"><font size="1">{ts}VAT{/ts}</font></th>
+            <th style="padding: 8px 10px; border: 1px solid #000; text-align:right;font-weight:bold;white-space: nowrap;"><font size="1">{ts}Amount {$sales_order.currency} (without tax){/ts}</font></th>
           </tr>
         </thead>
         <tbody>
           {foreach from=$sales_order.items key=k item=item}
-          <tr {if ($k%2) == 0} style="background-color: #e0e0e0;" {/if}>
-            <td style="padding: 8px 10px; text-align: center;" >{$item.item_description}</td>
-            <td style="padding: 8px 10px; text-align: center;">{$item.quantity}</td>
-            <td style="padding: 8px 10px; text-align: center;">{$item.unit_price|crmMoney:$sales_order.currency}</td>
-            <td style="padding: 8px 10px; text-align: center;">{if empty($item.discounted_percentage) } 0 {else}{$item.discounted_percentage}{/if}%</td>
-            <td style="padding: 8px 10px; text-align: center;">{if empty($item.tax_rate) } 0 {else}{$item.tax_rate}{/if}%</td>
-            <td style="padding: 8px 10px; text-align: center;">{$item.subtotal_amount|crmMoney:$sales_order.currency}</td>
+          <tr {if ($k%2) == 0} style="background-color: #eeeeee;" {/if}>
+            <td style="padding: 8px 10px; text-align: left; white-space: nowrap; border: 1px solid #000;" > <font size="1">{$item.item_description|truncate:30:"..."}</font></td>
+            <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{$item.quantity}</font></td>
+            <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{$item.unit_price|crmMoney:$sales_order.currency}</font></td>
+            <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{if empty($item.discounted_percentage) } 0 {else}{$item.discounted_percentage}{/if}%</font></td>
+            <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{if empty($item.tax_rate) } 0 {else}{$item.tax_rate}{/if}%</font></td>
+            <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{$item.subtotal_amount|crmMoney:$sales_order.currency}</font></td>
           </tr>
           {/foreach}
-        </tbody>
-      </table>
-    </div>
-
-    <div style="margin-bottom: 14px; overflow: auto;">
-      <div style="margin-left: 300px;">
-        <table style="width: 100%;">
-          <tbody>
-            <tr>
-              <td>SubTotal (inclusive of discount)</td>
-              <td style="text-align: left;">{$sales_order.total_before_tax|crmMoney:$sales_order.currency}</td>
-            </tr>
-          </tbody>
+          <tr>
+            <td colspan="3" style="border: none;"></td>
+            <td colspan="2" style="text-align:right;white-space: nowrap;  border: none;"><font size="1">{ts}SubTotal (inclusive of discount){/ts}</font></td>
+            <td style="text-align:right; border: none;"><font size="1">{$sales_order.total_before_tax|crmMoney:$sales_order.currency}</font></td>
+          </tr>
           {foreach from=$sales_order.taxRates item=tax}
-          <tbody>
             <tr>
-              <td>Total VAT ({$tax.rate}%)</td>
-              <td style="text-align: left;">{$tax.value|crmMoney:$sales_order.currency}</td>
+              <td colspan="3" style="border: none;"></td>
+              <td colspan="2" style="text-align:right;white-space: nowrap; border: none;"><font size="1">{ts}Total VAT ({$tax.rate}%){/ts}</font></td>
+              <td style="text-align:right;white-space: nowrap; border: none;"><font size="1">{$tax.value|crmMoney:$sales_order.currency}</font></td>
             </tr>
-          </tbody>
           {/foreach}
-          <tbody>
-            <tr class="total-row">
-              <td style="border-top: 1px solid #000; border-bottom: 1px solid #000;">Total Amount</td>
-              <td style="border-top: 1px solid #000; border-bottom: 1px solid #000; text-align: left;">{$sales_order.total_after_tax|crmMoney:$sales_order.currency}</td>
+            <tr>
+              <td colspan="3" style="border: none;"></td>
+              <td colspan="3" style="border: none;"><hr></hr></td>
+            </tr>
+            <tr>
+              <td colspan="3" style="border: none;"></td>
+              <td colspan="2" style="text-align:right;white-space: nowrap; border: none;"><b><font size="1">{ts}Total Amount{/ts}</font></b></td>
+              <td style="text-align:right;white-space: nowrap; border: none;"><font size="1">{$sales_order.total_after_tax|crmMoney:$sales_order.currency}</font></td>
             </tr>
-          </tbody>
-        </table>
-      </div>
+        </tbody>
+      </table>
     </div>
 
     {if !empty($terms) }
-    <div style="margin-top: 16px;">
-      <p><strong>Terms</strong></p>
-
-      <p>{$terms}</p>
-
-      <table style="width:100%; margin-bottom: 14px;">
+    <div style="margin-top: 75px;">
+      <table style=""padding-top:25px; font-family: Arial, Verdana, sans-serif;" width="100%" height="100" border="0" cellpadding="5" cellspacing="0">
+        <tr> <td><font size="1"><strong>Terms</strong></font></td> </tr>
+        <tr> <td><font size="1">{$terms}</font></td> </tr>
       </table>
     </div>
     {/if}

From 5d89771b8b7a891ebf72ce610c1ee50f5011f41f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 2 May 2023 07:57:02 +0100
Subject: [PATCH 111/199] BTHAB-43: Specify default tepmlate format and set
 domain locatoin field

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php | 51 ++++++++++++++++++++-
 1 file changed, 49 insertions(+), 2 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
index b83df347e..61ba72914 100644
--- a/CRM/Civicase/Form/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -1,10 +1,10 @@
 <?php
 
-use Civi\Api4\Setting;
 use Civi\Api4\Address;
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderLine;
 use Civi\Api4\Contact;
+use Civi\Api4\Setting;
 use Civi\Token\TokenProcessor;
 
 /**
@@ -176,9 +176,12 @@ public static function getQuotationInvoice(): array {
 
     if (!empty($caseSalesOrder['client_id'])) {
       $caseSalesOrder['clientAddress'] = Address::get()
+        ->addSelect('*', 'country_id:label', 'state_province_id:label')
         ->addWhere('contact_id', '=', $caseSalesOrder['client_id'])
         ->execute()
         ->first();
+      $caseSalesOrder['clientAddress']['country'] = $caseSalesOrder['clientAddress']['country_id:label'];
+      $caseSalesOrder['clientAddress']['state'] = $caseSalesOrder['clientAddress']['state_province_id:label'];
     }
 
     $caseSalesOrder['taxRates'] = $caseSalesOrder['computedRates'][0]['taxRates'] ?? [];
@@ -197,8 +200,11 @@ public static function getQuotationInvoice(): array {
     $model->setSalesOrder($caseSalesOrder);
     $model->setTerms($terms);
     $model->setSalesOrderId($salesOrderId);
+    $model->setDomainLocation(self::getDomainLocation());
     $rendered = $model->renderTemplate();
 
+    $rendered['format'] = $rendered['format'] ?? self::defaultInvoiceFormat();
+
     return $rendered;
   }
 
@@ -219,6 +225,36 @@ private static function getTerms() {
     return $terms;
   }
 
+  /**
+   * Gets domain location.
+   *
+   * @return array
+   *   An array of address lines.
+   */
+  private static function getDomainLocation() {
+    $domain = CRM_Core_BAO_Domain::getDomain();
+    $locParams = ['contact_id' => $domain->contact_id];
+    $locationDefaults = CRM_Core_BAO_Location::getValues($locParams);
+    if (empty($locationDefaults['address'][1])) {
+      return [];
+    }
+    $stateProvinceId = $locationDefaults['address'][1]['state_province_id'] ?? NULL;
+    $stateProvinceAbbreviationDomain = !empty($stateProvinceId) ? CRM_Core_PseudoConstant::stateProvinceAbbreviation($stateProvinceId) : '';
+    $countryId = $locationDefaults['address'][1]['country_id'];
+    $countryDomain = !empty($countryId) ? CRM_Core_PseudoConstant::country($countryId) : '';
+
+    return [
+      'street_address' => CRM_Utils_Array::value('street_address', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_1' => CRM_Utils_Array::value('supplemental_address_1', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_2' => CRM_Utils_Array::value('supplemental_address_2', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_3' => CRM_Utils_Array::value('supplemental_address_3', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'city' => CRM_Utils_Array::value('city', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'postal_code' => CRM_Utils_Array::value('postal_code', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'state' => $stateProvinceAbbreviationDomain,
+      'country' => $countryDomain,
+    ];
+  }
+
   /**
    * Get the rows for each contactID.
    *
@@ -236,13 +272,24 @@ protected function getRows(): array {
     return $rows;
   }
 
+  /**
+   * Returns the default format to use for Invoice.
+   */
+  private static function defaultInvoiceFormat() {
+    return [
+      'margin_top' => 10,
+      'margin_left' => 65,
+      'metric' => 'px',
+    ];
+  }
+
   /**
    * Renders and return the generated PDF to the browser.
    */
   public static function download(): void {
     $rendered = self::getQuotationInvoice();
     ob_end_clean();
-    CRM_Utils_PDF_Utils::html2pdf($rendered['html'], 'quotation_invoice.pdf', FALSE, $rendered['format'] ?? []);
+    CRM_Utils_PDF_Utils::html2pdf($rendered['html'], 'quotation_invoice.pdf', FALSE, $rendered['format']);
     CRM_Utils_System::civiExit();
   }
 

From 4db63b2e238f426df1e78d5654d3c4fa50fc699b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 15:06:24 +0100
Subject: [PATCH 112/199] BTHAB-153: Add Helper text to quotation notes field

---
 .../BuildForm/AddQuotationsNotesToContributionSettings.php   | 4 ++++
 templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.hlp    | 3 +++
 templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl    | 5 +++++
 3 files changed, 12 insertions(+)
 create mode 100644 templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.hlp
 create mode 100644 templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl

diff --git a/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php b/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
index 2f375b52d..f7d243b98 100644
--- a/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
+++ b/CRM/Civicase/Hook/BuildForm/AddQuotationsNotesToContributionSettings.php
@@ -56,6 +56,10 @@ public function addQuotationsNoteField(CRM_Core_Form &$form) {
     $form->assign('htmlFields', array_merge($form->get_template_vars('htmlFields'), $field));
     $value = Civi::settings()->get($fieldName) ?? NULL;
     $form->setDefaults(array_merge($form->_defaultValues, [$fieldName => $value]));
+
+    CRM_Core_Region::instance('form-buttons')->add([
+      'template' => "CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl",
+    ]);
   }
 
 }
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.hlp b/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.hlp
new file mode 100644
index 000000000..12166036c
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.hlp
@@ -0,0 +1,3 @@
+{htxt id="sales_order_invoce_note"}
+{ts}Notes will be displayed on the Quotation PDF.{/ts}</p>
+{/htxt}
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl b/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl
new file mode 100644
index 000000000..0e5b4a26c
--- /dev/null
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderInvoiceNote.tpl
@@ -0,0 +1,5 @@
+{literal}
+<script>
+  CRM.$('.crm-preferences-form-block-quotations_notes > td:first-child').append('<a class="helpicon" title=" Help" aria-label=" Help" href="#" onclick=\'CRM.help("", {"id":"sales_order_invoce_note","file":"CRM\/Civicase\/Form\/CaseSalesOrderInvoiceNote"}); return false;\'> </a>')
+</script>
+{/literal}

From 46beca098ba9b881b8c7b7356aea33d02a651bcb Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 08:16:23 +0100
Subject: [PATCH 113/199] BTHAB-152: Display only essesntial bulk actions

---
 civicase.php | 22 +++++++++++++++++-----
 1 file changed, 17 insertions(+), 5 deletions(-)

diff --git a/civicase.php b/civicase.php
index cb12a929e..69703d472 100644
--- a/civicase.php
+++ b/civicase.php
@@ -567,17 +567,29 @@ function civicase_civicrm_alterMailParams(&$params, $context) {
  * Implements hook_civicrm_searchKitTasks().
  */
 function civicase_civicrm_searchKitTasks(array &$tasks, bool $checkPermissions, ?int $userID) {
-  $tasks['CaseSalesOrder']['add_discount'] = [
+  if (empty($tasks['CaseSalesOrder'])) {
+    return;
+  }
+
+  $actions = [];
+
+  if (!empty($tasks['CaseSalesOrder']['delete'])) {
+    $actions['delete'] = $tasks['CaseSalesOrder']['delete'];
+    $actions['delete']['title'] = 'Delete Quotation(s)';
+  }
+
+  $actions['add_discount'] = [
     'module' => 'civicase-features',
-    'icon'  => 'fa-percent',
-    'title' => ts('Add Discount'),
+    'title' => ts('Add Discount %'),
     'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-discount.directive.html'],
   ];
 
-  $tasks['CaseSalesOrder']['create_contribution'] = [
+  $actions['create_contribution'] = [
     'module' => 'civicase-features',
     'icon'  => 'fa-credit-card',
-    'title' => ts('Create Contribution(Bulk)'),
+    'title' => ts('Create Contribution(s)'),
     'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html'],
   ];
+
+  $tasks['CaseSalesOrder'] = $actions;
 }

From d5b9f8f641592234ec10ba7bced730199c0326ee Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 08:17:06 +0100
Subject: [PATCH 114/199] BTHAB-152: Recalculate lineitem total before saving

---
 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php | 1 +
 1 file changed, 1 insertion(+)

diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 32a4b1baa..df4dadade 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -55,6 +55,7 @@ protected function writeRecord($items) {
         if (!empty($result) && !empty($lineItems)) {
           array_walk($lineItems, function (&$lineItem) use ($result, $caseSalesOrderLineAPI) {
             $lineItem['sales_order_id'] = $result['id'];
+            $lineItem['subtotal_amount'] = $lineItem['unit_price'] * $lineItem['quantity'] * ((100 - $lineItem['discounted_percentage']) / 100);
             $caseSalesOrderLineAPI->addRecord($lineItem);
           });
 

From 29216aeb3c1b5201c8dbcb77b44ba6c5d81cb3c1 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 07:25:22 +0100
Subject: [PATCH 115/199] BTHAB-147: Format displayed total in selected
 currency format

---
 Civi/Utils/CurrencyUtils.php                        |  7 ++++++-
 .../directives/quotations-create.directive.html     | 12 ++++++------
 .../directives/quotations-create.directive.js       | 13 +++++++++++++
 .../shared/services/currency-codes.service.js       |  7 +++++++
 4 files changed, 32 insertions(+), 7 deletions(-)

diff --git a/Civi/Utils/CurrencyUtils.php b/Civi/Utils/CurrencyUtils.php
index 907f1b88f..f2f15b1b0 100644
--- a/Civi/Utils/CurrencyUtils.php
+++ b/Civi/Utils/CurrencyUtils.php
@@ -3,6 +3,7 @@
 namespace Civi\Utils;
 
 use CRM_Core_DAO;
+use CRM_Utils_Money;
 
 /**
  * Utility class to manage CiviCRM currency table.
@@ -28,7 +29,11 @@ public static function getCurrencies() {
       $dao = CRM_Core_DAO::executeQuery($query);
       self::$currencies = [];
       while ($dao->fetch()) {
-        self::$currencies[] = ['name' => $dao->name, 'symbol' => $dao->symbol];
+        self::$currencies[] = [
+          'name' => $dao->name,
+          'symbol' => $dao->symbol,
+          'format' => CRM_Utils_Money::format(1234.56, $dao->name),
+        ];
       }
     }
 
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index 59c07c103..ecb0eb112 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -121,7 +121,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
           <label class="col-sm-2 control-label required-mark">
             {{ts('Item')}}
           </label>
-          <div class="col-sm-10">
+          <div class="col-sm-10" style="overflow: scroll;">
            <table class="table table-bordered">
             <tr>
               <th>Product</th>
@@ -150,7 +150,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
                 />
               </td>
               <td>
-                <textarea type="text" name="item_description_{{$index}}" ng-model="salesOrder.items[$index].item_description" class="form-control" required> </textarea>
+                <textarea type="text" name="item_description_{{$index}}" ng-model="salesOrder.items[$index].item_description" class="form-control" style="resize: none" required> </textarea>
                 <br />
                 <span class="crm-inline-error" ng-show="quotationsForm.item_description_{{$index}}.$dirty && quotationsForm.item_description_{{$index}}.$invalid && quotationsForm.item_description_{{$index}}.$error.required">Description is required</span>
               </td>
@@ -192,7 +192,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
               <td>
                 {{ roundTo(salesOrder.items[$index].tax_rate, 2) }}
               </td>
-              <td>{{ roundTo(salesOrder.items[$index].subtotal_amount, 2) }}</td>
+              <td>{{ formatMoney(salesOrder.items[$index].subtotal_amount, salesOrder.currency) }}</td>
               <td><a ng-if="salesOrder.items.length > 1" href ng-click="removeSalesOrderItem($index)" ><i class="fa fa-trash"></i></a></td>
             </tr>
            </table>
@@ -209,12 +209,12 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
           <label class="col-sm-2"></label>
           <div class="col-sm-3">
             <table class="table">
-              <tr><th>Total</th><td>{{ currencySymbol }} {{ salesOrder.total }}</td></tr>
+              <tr><th>Total</th><td>{{ currencySymbol }} {{ formatMoney(salesOrder.total, salesOrder.currency) }}</td></tr>
                 <tr ng-repeat="i in taxRates">
                   <th>Tax @ {{ i.rate }}%</th>
-                  <td>{{ currencySymbol }} {{ i.value }}</td>
+                  <td>{{ currencySymbol }} {{ formatMoney(i.value, salesOrder.currency) }}</td>
                 </tr>
-              <tr><th>Grand Total</th><td>{{ currencySymbol }} {{salesOrder.grandTotal}}</td></tr>
+              <tr><th>Grand Total</th><td>{{ currencySymbol }} {{formatMoney(salesOrder.grandTotal, salesOrder.currency)}}</td></tr>
             </table>
           </div>
         </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index d17f5a617..2d4bbd5f8 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -32,6 +32,7 @@
     $scope.isUpdate = false;
     $scope.formValid = true;
     $scope.roundTo = roundTo;
+    $scope.formatMoney = formatMoney;
     $scope.submitInProgress = false;
     $scope.caseApiParam = caseApiParam;
     $scope.saveQuotation = saveQuotation;
@@ -60,6 +61,7 @@
       $scope.salesOrder = {
         currency: defaultCurrency,
         status_id: SalesOrderStatus.getValueByName('new'),
+        clientId: null,
         owner_id: Contact.getCurrentContactID(),
         quotation_date: $.datepicker.formatDate('yy-mm-dd', new Date()),
         items: [{
@@ -321,5 +323,16 @@
         // handle failure
       });
     }
+
+    /**
+     * Formats a number into the number format of the currently selected currency
+     *
+     * @param {number} value the number to be formatted
+     * @param {string } currency the selected currency
+     * @returns {number} the formatted number
+     */
+    function formatMoney (value, currency) {
+      return CRM.formatMoney(value, true, CurrencyCodes.getFormat(currency));
+    }
   }
 })(angular, CRM.$, CRM._);
diff --git a/ang/civicase-features/shared/services/currency-codes.service.js b/ang/civicase-features/shared/services/currency-codes.service.js
index a2126c8bb..fa467f2ab 100644
--- a/ang/civicase-features/shared/services/currency-codes.service.js
+++ b/ang/civicase-features/shared/services/currency-codes.service.js
@@ -17,5 +17,12 @@
         .filter(currency => currency.name === name)
         .pop().symbol || '£';
     };
+
+    this.getFormat = function (name) {
+      return CRM['civicase-features']
+        .currencyCodes
+        .filter(currency => currency.name === name)
+        .pop().format || null;
+    };
   }
 })(angular, CRM.$, CRM._, CRM);

From 0d03a2824cfba286a1bec96cf0890347b90e35ec Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 07:27:07 +0100
Subject: [PATCH 116/199] BTHAB-147: Add help text to notes and descrition
 field

---
 .../directives/quotations-create.directive.html       |  2 ++
 .../directives/quotations-create.directive.js         |  4 +++-
 templates/CRM/Civicase/SalesOrderCtrl.hlp             | 11 +++++++++++
 3 files changed, 16 insertions(+), 1 deletion(-)
 create mode 100644 templates/CRM/Civicase/SalesOrderCtrl.hlp

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index ecb0eb112..f2391f764 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -38,6 +38,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
         <div class="form-group">
           <label class="col-sm-2 control-label required-mark">
             Description
+            <a crm-ui-help="hs({title:ts('Description'), id:'sales_order_description'})"></a>
           </label>
           <div class="col-sm-5">
             <textarea name="description" ng-model="salesOrder.description" class="crm-form-wysiwyg" id="sales-order-description" required></textarea>
@@ -222,6 +223,7 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
         <div class="form-group">
           <label class="col-sm-2 control-label">
             {{ts('Notes')}}
+            <a crm-ui-help="hs({title:ts('Notes'), id:'sales_order_notes'})"></a>
           </label>
           <div class="col-sm-5">
             <textarea name="notes" rows="5" cols="20" style="width: 100%;" ng-model="salesOrder.notes"></textarea>
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 2d4bbd5f8..7f2e572ac 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -23,11 +23,13 @@
    * @param {object} FeatureCaseTypes FeatureCaseTypes service
    * @param {object} SalesOrderStatus SalesOrderStatus service
    * @param {object} CaseUtils case utility service
+   * @param {object} crmUiHelp crm ui help service
    */
-  function quotationsCreateController ($scope, $location, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus, CaseUtils) {
+  function quotationsCreateController ($scope, $location, $window, CurrencyCodes, civicaseCrmApi, Contact, crmApi4, FeatureCaseTypes, SalesOrderStatus, CaseUtils, crmUiHelp) {
     const defaultCurrency = 'GBP';
     const productsCache = new Map();
     const financialTypesCache = new Map();
+    $scope.hs = crmUiHelp({ file: 'CRM/Civicase/SalesOrderCtrl' });
 
     $scope.isUpdate = false;
     $scope.formValid = true;
diff --git a/templates/CRM/Civicase/SalesOrderCtrl.hlp b/templates/CRM/Civicase/SalesOrderCtrl.hlp
new file mode 100644
index 000000000..6cd80b07d
--- /dev/null
+++ b/templates/CRM/Civicase/SalesOrderCtrl.hlp
@@ -0,0 +1,11 @@
+{htxt id="sales_order_notes"}
+<p>
+  {ts}Add any notes related to the quotation here. They will be visible on the quotation PDF.{/ts}
+</p>
+{/htxt}
+
+{htxt id="sales_order_description}
+<p>
+  {ts}This is an internal field for adding a description for the quotation. It will not be displayed anywhere.{/ts}
+</p>
+{/htxt}

From 625c8985caa8f91748f1d9dedcd1a046db4adae3 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Sat, 29 Apr 2023 07:34:05 +0100
Subject: [PATCH 117/199] BTHAB-147: Use case client as default quotation
 client

When they are multiple case client, the first client is use; the first here implies first to be returned by the API not neccessarily
---
 .../directives/quotations-create.directive.js | 20 +++++++++++++++++++
 1 file changed, 20 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 7f2e572ac..8a9adef15 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -83,6 +83,7 @@
       $scope.total = 0;
       $scope.taxRates = [];
 
+      setDefaultClientID();
       prefillSalesOrderForUpdate();
     }
 
@@ -106,6 +107,25 @@
       });
     }
 
+    /**
+     * Sets client ID to case client.
+     */
+    function setDefaultClientID () {
+      if (!$scope.defaultCaseId || $scope.isUpdate) {
+        return;
+      }
+
+      crmApi4('Relationship', 'get', {
+        select: ['contact_id_a'],
+        where: [['case_id', '=', $scope.defaultCaseId], ['relationship_type_id:name', '=', 'Case Coordinator is'], ['is_current', '=', true]],
+        limit: 1
+      }).then(function (relationships) {
+        if (Array.isArray(relationships) && relationships.length > 0) {
+          $scope.salesOrder.client_id = relationships[0].contact_id_a ?? null;
+        }
+      });
+    }
+
     /**
      * Removes a sales order line item
      *

From 9d11ea04d05680e855aba11acc5bafb4baee7e89 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 15:20:00 +0100
Subject: [PATCH 118/199] BTHAB-128: Allow creation of single contribution
 without restricing the percenrtage value

---
 .../Form/CaseSalesOrderContributionCreate.php | 20 +++++++------------
 1 file changed, 7 insertions(+), 13 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index 9c9625484..dd6714e86 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -44,7 +44,6 @@ public function buildQuickForm() {
       'placeholder' => 'Percentage to be invoiced',
       'class' => 'form-control',
       'min' => 1,
-      'max' => 100,
     ], FALSE);
     $this->addElement('radio', 'to_be_invoiced', '', ts('Remaining Balance'),
       self::INVOICE_REMAIN,
@@ -129,10 +128,6 @@ public function formRule(array $values) {
       $errors['percent_value'] = 'Percentage value is required';
     }
 
-    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && $values['percent_value'] > 100) {
-      $errors['percent_value'] = 'Percentage value cannot exceed 100 ';
-    }
-
     return $errors ?: TRUE;
   }
 
@@ -160,6 +155,10 @@ public function formRule(array $values) {
   public function validateAmount(array $values) {
     $errors = [];
 
+    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT) {
+      return TRUE;
+    }
+
     $caseSalesOrder = CaseSalesOrder::get()
       ->addSelect('total_after_tax')
       ->addWhere('id', '=', $this->id)
@@ -178,15 +177,10 @@ public function validateAmount(array $values) {
       ->jsonSerialize();
 
     $paidTotal = array_sum(array_column($caseSalesOrderContributions, 'contribution_id.total_amount'));
-    $paidPercent = ($paidTotal * 100) / $caseSalesOrder['total_after_tax'];
-    $remainPercent = 100 - $paidPercent;
-
-    if ($remainPercent <= 0) {
-      $errors['to_be_invoiced'] = 'Contribution amount cannot exceed the total sales order amount';
-    }
+    $remainBalance = $caseSalesOrder['total_after_tax'] - $paidTotal;
 
-    if ($values['to_be_invoiced'] == self::INVOICE_PERCENT && floatval($values['percent_value']) > $remainPercent) {
-      $errors['percent_value'] = 'Percentage value cannot exceed ' . round($remainPercent, 2);
+    if ($remainBalance <= 0) {
+      $errors['to_be_invoiced'] = 'Unable to create a contribution due to insufficient balance.';
     }
 
     return $errors ?: TRUE;

From d3db578004f76257585d6f9d4c6747fff71c4af3 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 17:17:52 +0100
Subject: [PATCH 119/199] BTHAB-128: Use numbers of bulk contribution created
 from API result

---
 .../Api4/Action/CaseSalesOrder/ContributionCreateAction.php | 6 ++++--
 .../directives/quotations-contribution-bulk.directive.js    | 6 +++---
 2 files changed, 7 insertions(+), 5 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 8cf59dda7..5d3d23916 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -69,7 +69,7 @@ class ContributionCreateAction extends AbstractAction {
   public function _run(Result $result) { // phpcs:ignore
     $resultArray = $this->createContribution();
 
-    $result->exchangeArray($resultArray);
+    return $result->exchangeArray($resultArray);
   }
 
   /**
@@ -77,6 +77,7 @@ public function _run(Result $result) { // phpcs:ignore
    */
   private function createContribution() {
     $priceField = $this->getDefaultPriceSetFields();
+    $createdContributionsCount = 0;
 
     foreach ($this->salesOrderIds as $id) {
       $transaction = CRM_Core_Transaction::create();
@@ -84,13 +85,14 @@ private function createContribution() {
         $contribution = $this->createContributionWithLineItems($id, $priceField);
         $this->linkCaseSalesOrderToContribution($id, $contribution['id']);
         $this->updateCaseSalesOrderStatus($id);
+        $createdContributionsCount++;
       }
       catch (\Exception $e) {
         $transaction->rollback();
       }
     }
 
-    return [];
+    return ['created_contributions_count' => $createdContributionsCount];
   }
 
   /**
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
index 1e0482f8b..3e13f0264 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -28,7 +28,7 @@
     $scope.submitInProgress = false;
     ctrl.data = {
       toBeInvoiced: 'percent',
-      percentValue: 0,
+      percentValue: null,
       statusId: null,
       financialTypeId: null,
       date: $.datepicker.formatDate('yy-mm-dd', new Date())
@@ -53,8 +53,8 @@
         const chunkedIds = _.chunk(ctrl.ids, BATCH_SIZE);
         for (const salesOrderIds of chunkedIds) {
           try {
-            await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, salesOrderIds });
-            contributionCreated += salesOrderIds.length;
+            const result = await crmApi4('CaseSalesOrder', 'contributionCreateAction', { ...ctrl.data, salesOrderIds });
+            contributionCreated += result.created_contributions_count ?? 0;
           } catch (error) {
             console.log(error);
           } finally {

From ee6000ff2c1aaf81985d6670c100efefc04facc4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 27 Apr 2023 18:14:49 +0100
Subject: [PATCH 120/199] BTHAB-128: Ensure Quotation Contribution amount will
 be greater than 0

---
 CRM/Civicase/Form/CaseSalesOrderContributionCreate.php    | 1 +
 CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php | 2 +-
 .../Action/CaseSalesOrder/ContributionCreateAction.php    | 8 ++++++--
 3 files changed, 8 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index dd6714e86..7a9ad74cc 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -178,6 +178,7 @@ public function validateAmount(array $values) {
 
     $paidTotal = array_sum(array_column($caseSalesOrderContributions, 'contribution_id.total_amount'));
     $remainBalance = $caseSalesOrder['total_after_tax'] - $paidTotal;
+    $remainBalance = round($remainBalance, 2);
 
     if ($remainBalance <= 0) {
       $errors['to_be_invoiced'] = 'Unable to create a contribution due to insufficient balance.';
diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 9fa744697..0fe2af3a2 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -23,7 +23,7 @@ class CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator {
   /**
    * Constructs CaseSalesOrderContribution service.
    */
-  public function __construct(private int $salesOrderId, private string $type, private string $percentValue) {
+  public function __construct(private int $salesOrderId, private string $type, private ?string $percentValue) {
     $this->setSalesOrder();
   }
 
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 5d3d23916..07c698afb 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -114,11 +114,15 @@ private function createContributionWithLineItems(int $salesOrderId, array $price
       $lineItem['price_field_value_id'] = $priceField[$index]['price_field_value'][0]['id'];
       $priceSetID = \CRM_Core_DAO::getFieldValue('CRM_Price_BAO_PriceField', $priceField[$index]['id'], 'price_set_id');
       $allLineItems[$priceSetID][$priceField[$index]['id']] = $lineItem;
-      $taxAmount += (float) ($lineItem['tax_amount'] ?? 0);
-      $lineTotal += (float) ($lineItem['line_total'] ?? 0);
+      $taxAmount += (float) $lineItem['tax_amount'] ?? 0;
+      $lineTotal += (float) $lineItem['line_total'] ?? 0;
     }
     $totalAmount = $lineTotal + $taxAmount;
 
+    if (round($totalAmount, 2) < 1) {
+      throw new \Exception("Contribution total amount must be greater than zero");
+    }
+
     $params = [
       'source' => "Quotation {$salesOrderId}",
       'line_item' => $allLineItems,

From 674c727234c23472742918732c3b4ccd3eae57d6 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 28 Apr 2023 07:28:45 +0100
Subject: [PATCH 121/199] BTHAB-128: Allow creation of bulk contribution
 without restricing the percenrtage value

---
 .../Service/CaseSalesOrderLineItemsGenerator.php |  4 ++--
 .../CaseSalesOrder/ContributionCreateAction.php  | 16 ++++++++--------
 .../quotations-contribution-bulk.directive.html  |  2 +-
 3 files changed, 11 insertions(+), 11 deletions(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 0fe2af3a2..99a24bfaa 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -1,9 +1,9 @@
 <?php
 
-use Civi\Api4\LineItem;
+use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderContribution;
 use Civi\Api4\CaseSalesOrderLine;
-use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\LineItem;
 
 /**
  * Service class to generate sales order line items.
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 07c698afb..b28f5a128 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -2,18 +2,18 @@
 
 namespace Civi\Api4\Action\CaseSalesOrder;
 
-use Civi\Api4\OptionValue;
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\PriceFieldValue;
-use Civi\Api4\PriceField;
-use Civi\Api4\PriceSet;
-use CRM_Core_Transaction;
-use Civi\Api4\Generic\Result;
+use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
-use CRM_Contribute_BAO_Contribution as Contribution;
+use Civi\Api4\OptionValue;
+use Civi\Api4\PriceField;
+use Civi\Api4\PriceFieldValue;
+use Civi\Api4\PriceSet;
 use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as salesOrderlineItemGenerator;
-use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
+use CRM_Contribute_BAO_Contribution as Contribution;
+use CRM_Core_Transaction;
 
 /**
  * Creates contribution for multiple sales orders.
diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
index d82f4a163..8cdb5982e 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.html
@@ -18,7 +18,7 @@
         <label for="percent_toBeInvoiced">Enter % to be invoiced ?</label>
       </div>
       <div class="col-sm-5" ng-show="$ctrl.data.toBeInvoiced == 'percent'">
-        <input type="number" max="100" name="percentValue" class="form-control" ng-model="$ctrl.data.percentValue" ng-disabled="$ctrl.data.toBeInvoiced !== 'percent'" ng-required="$ctrl.data.toBeInvoiced == 'percent'" />
+        <input type="number" min="1" name="percentValue" class="form-control" ng-model="$ctrl.data.percentValue" ng-disabled="$ctrl.data.toBeInvoiced !== 'percent'" ng-required="$ctrl.data.toBeInvoiced == 'percent'" />
         <span class="crm-inline-error" ng-show="contributionForm.percentValue.$dirty && contributionForm.percentValue.$invalid && contributionForm.percentValue.$error.required">Amount is required</span>
       </div>
     </div>

From 4966b72d05c6b1bfcd73feb983cf404ea1f9cf01 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 3 May 2023 13:59:52 +0100
Subject: [PATCH 122/199] BTHAB-152: Use Quotation as case_sales_order title

---
 CRM/Civicase/DAO/CaseSalesOrder.php             | 2 +-
 CRM/Civicase/DAO/CaseSalesOrderContribution.php | 2 +-
 CRM/Civicase/DAO/CaseSalesOrderLine.php         | 2 +-
 3 files changed, 3 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index 1cf4746c5..bb2718a65 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -174,7 +174,7 @@ public function __construct() {
    *   Whether to return the plural version of the title.
    */
   public static function getEntityTitle($plural = FALSE) {
-    return $plural ? E::ts('Case Sales Orders') : E::ts('Case Sales Order');
+    return $plural ? E::ts('Quotation') : E::ts('Quotations');
   }
 
   /**
diff --git a/CRM/Civicase/DAO/CaseSalesOrderContribution.php b/CRM/Civicase/DAO/CaseSalesOrderContribution.php
index 4a29c39ea..c7be46e85 100644
--- a/CRM/Civicase/DAO/CaseSalesOrderContribution.php
+++ b/CRM/Civicase/DAO/CaseSalesOrderContribution.php
@@ -91,7 +91,7 @@ public function __construct() {
    *   Whether to return the plural version of the title.
    */
   public static function getEntityTitle($plural = FALSE) {
-    return $plural ? E::ts('Case Sales Order Contributions') : E::ts('Case Sales Order Contribution');
+    return $plural ? E::ts('Quotation Contributions') : E::ts('Quotation Contribution');
   }
 
   /**
diff --git a/CRM/Civicase/DAO/CaseSalesOrderLine.php b/CRM/Civicase/DAO/CaseSalesOrderLine.php
index d855e713b..a70bf5f84 100644
--- a/CRM/Civicase/DAO/CaseSalesOrderLine.php
+++ b/CRM/Civicase/DAO/CaseSalesOrderLine.php
@@ -134,7 +134,7 @@ public function __construct() {
    *   Whether to return the plural version of the title.
    */
   public static function getEntityTitle($plural = FALSE) {
-    return $plural ? E::ts('Case Sales Order Lines') : E::ts('Case Sales Order Line');
+    return $plural ? E::ts('Quotation Lines') : E::ts('Quotation Line');
   }
 
   /**

From bbec84dc1615333f1fb2f18007296efc53f7c782 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 3 May 2023 14:01:36 +0100
Subject: [PATCH 123/199] BTHAB-152: Ensure logo_image on quotaion invoice is
 responsive

---
 templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index e056a6d55..231cacced 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -8,10 +8,10 @@
 </head>
 
 <body>
-  <div style="padding-top:100px;margin-right:50px;border-style: none; font-family: Arial, Verdana, sans-serif;">
-    <table style="margin-top:5px;padding-bottom:50px;" cellpadding="5" cellspacing="0">
+  <div style="padding-top:25px;margin-right:50px;border-style: none; font-family: Arial, Verdana, sans-serif;">
+    <table style="margin-top:5px;padding-bottom:50px; width:100%;" cellpadding="5" cellspacing="0">
       <tr>
-        <td><img src="{$domain_logo}" height="34px" width="99px"></td>
+        <td style="text-align:right;"><img src="{$domain_logo}" style="width: width: auto; max-height: 120px;"></td>
       </tr>
     </table>
 

From 19e83cbf5ecea78fc9b641b189e01944b62912b2 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 3 May 2023 14:59:10 +0100
Subject: [PATCH 124/199] BTHAB-152: Add domain name to quotation invoice

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php          |  1 +
 CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php   | 12 +++++++++++-
 .../Civicase/MessageTemplate/QuotationInvoice.tpl    |  2 +-
 3 files changed, 13 insertions(+), 2 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
index 61ba72914..bf8d48c34 100644
--- a/CRM/Civicase/Form/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -201,6 +201,7 @@ public static function getQuotationInvoice(): array {
     $model->setTerms($terms);
     $model->setSalesOrderId($salesOrderId);
     $model->setDomainLocation(self::getDomainLocation());
+    $model->setDomainName($domain->name ?? '');
     $rendered = $model->renderTemplate();
 
     $rendered['format'] = $rendered['format'] ?? self::defaultInvoiceFormat();
diff --git a/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
index 3b439bc3d..35eac01d0 100644
--- a/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
+++ b/CRM/Civicase/WorkflowMessage/SalesOrderInvoice.php
@@ -17,6 +17,8 @@
  * @method $this setDomainLogo(?string $logo)
  * @method ?int getSalesOrderId()
  * @method $this setSalesOrderId(?int $salesOrderId)
+ * @method ?string getDomainName()
+ * @method $this setDomainName(?string $domainName)
  */
 class CRM_Civicase_WorkflowMessage_SalesOrderInvoice extends GenericWorkflowMessage {
 
@@ -57,9 +59,17 @@ class CRM_Civicase_WorkflowMessage_SalesOrderInvoice extends GenericWorkflowMess
   /**
    * Sales Order ID.
    *
-   * @var array
+   * @var int
    * @scope tokenContext
    */
   protected $salesOrderId;
 
+  /**
+   * Domain Name.
+   *
+   * @var string
+   * @scope tplParams as domain_name
+   */
+  protected $domainName;
+
 }
diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index 231cacced..6ca206f05 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -20,7 +20,7 @@
         <tr>
           <td width="30%"><b><font size="1" align="center">{ts}Client Name: {$sales_order.client.display_name}<{/ts}</font></b></td>
           <td width="50%" valign="bottom"><b><font size="1" align="center">{ts}Date:{/ts}</font></b></td>
-          <td valign="bottom" style="white-space: nowrap"><b><font size="1" align="right">Address</font></b></td>
+          <td valign="bottom" style="white-space: nowrap"><b><font size="1" align="right">{$domain_name}</font></b></td>
         </tr>
         <tr>
           <td><font size="1" align="center">

From 805bbe7b47b40201f1c9887b9c0b9d8a25101d06 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 3 May 2023 14:40:05 +0100
Subject: [PATCH 125/199] BTHAB-119: Round off quotation lineitem money fields
 to 2 decimal places

Due to division when creating quotaion invoice with percentage value, some of the fields can have values that exceed 14 decimal places, to resolve this we keep all the moeny fields ie. tax_amount, line_total and unit_price to 2 decimal places
---
 CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 99a24bfaa..647e91072 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -140,12 +140,12 @@ private function getPreviousContributionLineItem() {
   private function lineItemToContributionLineItem(array $item) {
     return [
       'qty' => $item['quantity'],
-      'tax_amount' => $item['tax'],
+      'tax_amount' => round($item['tax'], 2),
       'label' => $item['item_description'],
       'entity_table' => 'civicrm_contribution',
       'financial_type_id' => $item['financial_type_id'],
-      'line_total' => $item['total'],
-      'unit_price' => $item['unit_price'],
+      'line_total' => round($item['total'], 2),
+      'unit_price' => round($item['unit_price'], 2),
     ];
   }
 

From f8779667199436310496b4465a86ab90145ce728 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 4 May 2023 07:26:30 +0100
Subject: [PATCH 126/199] BTHAB-119: Prefix discount action link with percent
 icon

---
 civicase.php | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/civicase.php b/civicase.php
index 69703d472..93c784c2d 100644
--- a/civicase.php
+++ b/civicase.php
@@ -580,7 +580,8 @@ function civicase_civicrm_searchKitTasks(array &$tasks, bool $checkPermissions,
 
   $actions['add_discount'] = [
     'module' => 'civicase-features',
-    'title' => ts('Add Discount %'),
+    'icon' => 'fa-percent',
+    'title' => ts('Add Discount'),
     'uiDialog' => ['templateUrl' => '~/civicase-features/quotations/directives/quotations-discount.directive.html'],
   ];
 

From 59f093fce37243a26c960ee1ee73116cadbabd68 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 12 May 2023 09:38:20 +0100
Subject: [PATCH 127/199] BTHAB-146: Move quotation create screen action button
 to footer of panel

---
 .../quotations-create.directive.html          | 27 ++++++++-----------
 1 file changed, 11 insertions(+), 16 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index f2391f764..f16e4a7c4 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -229,24 +229,15 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
             <textarea name="notes" rows="5" cols="20" style="width: 100%;" ng-model="salesOrder.notes"></textarea>
           </div>
         </div>
-
-
-        <div class="form-group">
-          <div class="col-sm-12">
-            <div class="clearfix">
-              <div class="pull-left">
-                <button type="button" class="btn btn-primary-outline cancel" history-back>
-                  <span class="btn-icon"></span> {{ts('Cancel')}}</button>
-                  </div>
-                <div class="pull-right">
-                <button type="submit" class="btn btn-primary" ng-disabled="submitInProgress" ng-click="saveQuotation()">
-                  <span class="btn-icon"></span> {{ts('Save')}}</button>
-              </div>
-            </div>
-          </div>
-        </div>
       </form>
     </div>
+
+    <div class="panel-footer flex-between crm-submit-buttons">
+      <button type="button" class="btn btn-primary-outline cancel" history-back>
+        <span class="btn-icon"></span> {{ts('Cancel')}}</button>
+      <button type="submit" class="btn btn-primary" ng-disabled="submitInProgress" ng-click="saveQuotation()">
+        <span class="btn-icon"></span> {{ts('Save')}}</button>
+    </div>
   </div>
 </div>
 
@@ -254,4 +245,8 @@ <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
   #quotation__create .table>tbody>tr>td {
     padding: 10px 10px;
   }
+  .flex-between {
+    display: flex;
+    justify-content: space-between;
+  }
 </style>

From bf89e2f33b71e27c135cd5b3aa554dce46e22057 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 12 May 2023 09:39:21 +0100
Subject: [PATCH 128/199] BTHAB-146: Update sales_order entity title

---
 CRM/Civicase/DAO/CaseSalesOrder.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index bb2718a65..5a85f9e39 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -174,7 +174,7 @@ public function __construct() {
    *   Whether to return the plural version of the title.
    */
   public static function getEntityTitle($plural = FALSE) {
-    return $plural ? E::ts('Quotation') : E::ts('Quotations');
+    return $plural ? E::ts('Quotations') : E::ts('Quotation');
   }
 
   /**

From 572f0dd7db0d0957dca6ef84f673535a4a23e9db Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 12 May 2023 09:05:28 +0100
Subject: [PATCH 129/199] BTHAB-146: Hide remain_balance radio if theres no
 left over balance

---
 .../Form/CaseSalesOrderContributionCreate.php | 28 ++++++++++++++-----
 1 file changed, 21 insertions(+), 7 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index 7a9ad74cc..de4154a96 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -45,11 +45,14 @@ public function buildQuickForm() {
       'class' => 'form-control',
       'min' => 1,
     ], FALSE);
-    $this->addElement('radio', 'to_be_invoiced', '', ts('Remaining Balance'),
-      self::INVOICE_REMAIN,
-      ['id' => 'invoice_remain']
-    );
-    $this->addRule('to_be_invoiced', ts('Invoice value is required'), 'required');
+
+    if ($this->hasRemainingBalance()) {
+      $this->addElement('radio', 'to_be_invoiced', '', ts('Remaining Balance'),
+        self::INVOICE_REMAIN,
+        ['id' => 'invoice_remain']
+      );
+      $this->addRule('to_be_invoiced', ts('Invoice value is required'), 'required');
+    }
 
     $statusOptions = OptionValue::get()
       ->addSelect('value', 'label')
@@ -159,6 +162,17 @@ public function validateAmount(array $values) {
       return TRUE;
     }
 
+    if (!$this->hasRemainingBalance()) {
+      $errors['to_be_invoiced'] = 'Unable to create a contribution due to insufficient balance.';
+    }
+
+    return $errors ?: TRUE;
+  }
+
+  /**
+   * Checks if the sales order has left over balance to be invoiced.
+   */
+  public function hasRemainingBalance() {
     $caseSalesOrder = CaseSalesOrder::get()
       ->addSelect('total_after_tax')
       ->addWhere('id', '=', $this->id)
@@ -181,10 +195,10 @@ public function validateAmount(array $values) {
     $remainBalance = round($remainBalance, 2);
 
     if ($remainBalance <= 0) {
-      $errors['to_be_invoiced'] = 'Unable to create a contribution due to insufficient balance.';
+      return FALSE;
     }
 
-    return $errors ?: TRUE;
+    return TRUE;
   }
 
   /**

From 0a59c3603942fb31b65cdbca5b6599db20d43fc5 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 12 May 2023 09:20:40 +0100
Subject: [PATCH 130/199] BTHAB-146: Report numbers of contribution not created
 to user

---
 .../directives/quotations-contribution-bulk.directive.js     | 5 ++++-
 1 file changed, 4 insertions(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
index 3e13f0264..3dd0a7dcf 100644
--- a/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-contribution-bulk.directive.js
@@ -65,7 +65,10 @@
 
         ctrl.run = false;
         ctrl.close();
-        CRM.alert(`${contributionCreated} Invoices have been generated.`, ts('Success'), 'success');
+        const contributionNotCreated = ctrl.ids.length - contributionCreated;
+        let message = `${contributionCreated} contributions have been generated`;
+        message += contributionNotCreated > 0 ? ` and no contributions were created for ${contributionNotCreated} quotes as there was no remaining amount to be invoiced` : '';
+        CRM.alert(message, ts('Success'), 'success');
       });
     };
   }

From 69dac6b3dfd5ee45c060c484c7002652e6ddb398 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 12 May 2023 09:22:08 +0100
Subject: [PATCH 131/199] BTHAB-146: Allow user to add/remove lineitem on
 quotation contribution screen

---
 js/sales-order-contribution.js | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 448080584..5e3f229cf 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -36,7 +36,7 @@
         $(`<input type="hidden" value="${toBeInvoiced}" name="to_be_invoiced" />`).insertBefore('#source');
         $(`<input type="hidden" value="${percentValue}" name="percent_value" />`).insertBefore('#source');
         $(`<input type="hidden" value="${salesOrderStatusId}" name="sales_order_status_id" />`).insertBefore('#source');
-        $('#totalAmount, #totalAmountORaddLineitem, #totalAmountORPriceSet, #price_set_id, #choose-manual, .remove_item, #add-another-item').hide();
+        $('#totalAmount, #totalAmountORaddLineitem, #totalAmountORPriceSet, #price_set_id, #choose-manual').hide();
       });
     }
 

From 01edc81fd5f9e3bf503689022623c2288571a25d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 19 May 2023 13:38:17 +0100
Subject: [PATCH 132/199] BTHAB-106: Contribution Create action should support
 financial type ID of string or int

---
 Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index b28f5a128..ece306df4 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -59,7 +59,7 @@ class ContributionCreateAction extends AbstractAction {
   /**
    * Contribution Financial Type ID.
    *
-   * @var string
+   * @var string|int
    */
   protected $financialTypeId;
 

From ff99ed946379e9cd251638452fbe4609000fa66f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 19 May 2023 13:38:59 +0100
Subject: [PATCH 133/199] BTHAB-106: Update quotation edit page title

---
 .../quotations/directives/quotations-create.directive.html      | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index f16e4a7c4..c3dc754ff 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -1,5 +1,5 @@
 <div id="bootstrap-theme" class="civicase__container">
-  <h1 crm-page-title>{{ ts('Create Quotation') }}</h1>
+  <h1 crm-page-title>{{ ts(isUpdate ? 'Edit Quotation':'Create Quotation') }}</h1>
 
   <div class="panel panel-default" id="quotation__create">
     <div class="panel-body">

From 24beb1e56985d41a4e4bea85f4bb690fec8203d9 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 19 May 2023 13:39:45 +0100
Subject: [PATCH 134/199] BTHAB-106: Set Owner field to current quotation owner

---
 .../quotations/directives/quotations-create.directive.js         | 1 +
 1 file changed, 1 insertion(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 8a9adef15..7e6f0624d 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -100,6 +100,7 @@
       CaseUtils.getSalesOrderAndLineItems(salesOrderId).then((result) => {
         $scope.isUpdate = true;
         $scope.salesOrder = result;
+        $scope.salesOrder.owner_id = parseInt(result.owner_id);
         $scope.salesOrder.quotation_date = $.datepicker.formatDate('yy-mm-dd', new Date(result.quotation_date));
         $scope.salesOrder.status_id = (result.status_id).toString();
         CRM.wysiwyg.setVal('#sales-order-description', $scope.salesOrder.description);

From 24dbc95b6589890eab90b8712fc1cc7991833d60 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 19 May 2023 13:40:15 +0100
Subject: [PATCH 135/199] BTHAB-106: Allow quotation description to be
 multiline

---
 templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
index 6ca206f05..4e4918993 100644
--- a/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
+++ b/templates/CRM/Civicase/MessageTemplate/QuotationInvoice.tpl
@@ -88,7 +88,7 @@
         <tbody>
           {foreach from=$sales_order.items key=k item=item}
           <tr {if ($k%2) == 0} style="background-color: #eeeeee;" {/if}>
-            <td style="padding: 8px 10px; text-align: left; white-space: nowrap; border: 1px solid #000;" > <font size="1">{$item.item_description|truncate:30:"..."}</font></td>
+            <td style="padding: 8px 10px;text-align: left;border: 1px solid #000;" > <font size="1">{$item.item_description}</font></td>
             <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{$item.quantity}</font></td>
             <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{$item.unit_price|crmMoney:$sales_order.currency}</font></td>
             <td style="padding: 8px 10px;text-align: right;border: 1px solid #000;"><font size="1">{if empty($item.discounted_percentage) } 0 {else}{$item.discounted_percentage}{/if}%</font></td>

From a675023ce8f8eaec5b4d8096435d0e7878fdf668 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 22 May 2023 17:41:29 +0100
Subject: [PATCH 136/199] BTHAB-170: Ensure each contribution create is
 persisted

---
 Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index ece306df4..d3d134586 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -90,6 +90,8 @@ private function createContribution() {
       catch (\Exception $e) {
         $transaction->rollback();
       }
+
+      $transaction->commit();
     }
 
     return ['created_contributions_count' => $createdContributionsCount];
@@ -104,7 +106,7 @@ private function createContribution() {
    *   Array of price fields.
    */
   private function createContributionWithLineItems(int $salesOrderId, array $priceField): array {
-    $salesOrderContribution = new salesOrderlineItemGenerator($salesOrderId, $this->toBeInvoiced, $this->percentValue);
+    $salesOrderContribution = new salesOrderlineItemGenerator($salesOrderId, $this->toBeInvoiced, $this->percentValue ?? 0);
     $lineItems = $salesOrderContribution->generateLineItems();
 
     $taxAmount = $lineTotal = 0;

From 5ae684210979b042ddf106ce306c1a93f7bfe2f8 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 22 May 2023 17:44:20 +0100
Subject: [PATCH 137/199] BTHAB-170: Prevent previous line_item from colliding
 with new line_item

---
 CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 647e91072..495073583 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -105,6 +105,7 @@ private function getPreviousContributionLineItem() {
       ->addSelect('contribution_id')
       ->addWhere('case_sales_order_id.id', '=', $this->salesOrderId)
       ->addChain('items', LineItem::get()
+        ->addSelect('qty', 'unit_price', 'tax_amount', 'line_total', 'entity_table', 'label', 'financial_type_id')
         ->addWhere('contribution_id', '=', '$contribution_id')
     )
       ->execute();
@@ -113,10 +114,11 @@ private function getPreviousContributionLineItem() {
       $items = $contribution['items'];
 
       if (empty($items)) {
-        return [];
+        continue;
       }
 
       foreach ($items as $item) {
+        unset($item['id']);
         $item['qty'] = $item['qty'];
         $item['unit_price'] = -1 * $item['unit_price'];
         $item['tax_amount'] = -1 * $item['tax_amount'];

From 10b84814d0648e96859663b2c3a7c900982a19ef Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 23 May 2023 16:31:08 +0100
Subject: [PATCH 138/199] BTHAB-170: Add test to enusre bulk contribtuion
 create action works as expected

---
 .../ContributionCreateActionTest.php          | 157 +++++++++++++++++-
 1 file changed, 155 insertions(+), 2 deletions(-)

diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
index dfac2154c..cc513ef69 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -2,8 +2,8 @@
 
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
-use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
 use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as CaseSalesOrderContribution;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
 
 /**
  * CaseSalesOrder.ContributionCreateAction API Test Case.
@@ -19,7 +19,7 @@ class Civi_Api4_CaseSalesOrder_ContributionCreateActionTest extends BaseHeadless
   /**
    * Setup data before tests run.
    */
-  public function setUp() {
+  public function setUp(): void {
     $this->generatePriceField();
     $contact = ContactFabricator::fabricate();
     $this->registerCurrentLoggedInContactInSession($contact['id']);
@@ -134,6 +134,43 @@ public function testAppropriateContributionAmountIsCreated($expectedPercent, $co
     $this->assertEquals(round(($expectedPercent * $computedTotal['totalAfterTax']) / 100, 1), round($paidTotal, 1));
   }
 
+  /**
+   * Ensures The expected numbers of contributions are created for bulk action.
+   *
+   * @dataProvider provideBulkContributionCreateData
+   */
+  public function testExpectedContributionCountIsCreated($expectedCount, $contributionCreateData, $salesOrderData) {
+    $salesOrders = [];
+
+    foreach ($salesOrderData as $data) {
+      $salesOrder = $this->createCaseSalesOrder();
+
+      if ($data['previouslyInvoiced'] > 0) {
+        CaseSalesOrder::contributionCreateAction()
+          ->setSalesOrderIds([$salesOrder['id']])
+          ->setStatusId(1)
+          ->setToBeInvoiced(CaseSalesOrderContribution::INVOICE_PERCENT)
+          ->setPercentValue($data['previouslyInvoiced'])
+          ->setDate(date("Y-m-d"))
+          ->setFinancialTypeId(1)
+          ->execute();
+      }
+
+      $salesOrders[] = $salesOrder;
+    }
+
+    $result = CaseSalesOrder::contributionCreateAction()
+      ->setSalesOrderIds(array_column($salesOrders, 'id'))
+      ->setStatusId($contributionCreateData['statusId'])
+      ->setToBeInvoiced($contributionCreateData['toBeInvoiced'])
+      ->setPercentValue($contributionCreateData['percentValue'])
+      ->setDate($contributionCreateData['date'])
+      ->setFinancialTypeId($contributionCreateData['financialTypeId'])
+      ->execute();
+
+    $this->assertEquals($expectedCount, $result['created_contributions_count']);
+  }
+
   /**
    * Provides data to test contribution create action.
    *
@@ -320,4 +357,120 @@ public function provideContributionCreateData(): array {
     ];
   }
 
+  /**
+   * Provides data to test bulk contribution create action.
+   *
+   * @return array
+   *   Array of different scenarios
+   */
+  public function provideBulkContributionCreateData(): array {
+    return [
+      '1 percentvalue contribution is created for 1 quotaition' => [
+        'expectedCount' => 1,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+          'percentValue' => 100,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 60,
+          ],
+        ],
+      ],
+      '2 percentvalue contributions are created for 2 quotations' => [
+        'expectedCount' => 2,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+          'percentValue' => 100,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 60,
+          ],
+          [
+            'previouslyInvoiced' => 100,
+          ],
+        ],
+      ],
+      '2 percentvalues contribution are created for 2 quotations with 100% already invoiced' => [
+        'expectedCount' => 2,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_PERCENT,
+          'percentValue' => 100,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 100,
+          ],
+          [
+            'previouslyInvoiced' => 100,
+          ],
+        ],
+      ],
+      'No remain value contribution is created for 2 quotaions with 100% already invoiced' => [
+        'expectedCount' => 0,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+          'percentValue' => 0,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 100,
+          ],
+          [
+            'previouslyInvoiced' => 100,
+          ],
+        ],
+      ],
+      '1 remain value contribution is created for 2 quotaions, where only one has remain value' => [
+        'expectedCount' => 1,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+          'percentValue' => 0,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 80,
+          ],
+          [
+            'previouslyInvoiced' => 100,
+          ],
+        ],
+      ],
+      '2 remain value contribution is created for 2 quotaions, where the two has remain value' => [
+        'expectedCount' => 2,
+        'contributionCreateData' => [
+          'statusId' => 1,
+          'toBeInvoiced' => CaseSalesOrderContribution::INVOICE_REMAIN,
+          'percentValue' => 0,
+          'date' => date("Y-m-d"),
+          'financialTypeId' => '1',
+        ],
+        'salesOrderData' => [
+          [
+            'previouslyInvoiced' => 0,
+          ],
+          [
+            'previouslyInvoiced' => 0,
+          ],
+        ],
+      ],
+    ];
+  }
+
 }

From bdcfa4f8dca69ec85ad26796cd8d7b6f97496d74 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 23 May 2023 13:39:57 +0100
Subject: [PATCH 139/199] BTHAB-106: Prevent setting owner to current_user on
 edit screen

---
 .../quotations/directives/quotations-create.directive.js       | 3 +--
 1 file changed, 1 insertion(+), 2 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 7e6f0624d..6208262a5 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -64,7 +64,6 @@
         currency: defaultCurrency,
         status_id: SalesOrderStatus.getValueByName('new'),
         clientId: null,
-        owner_id: Contact.getCurrentContactID(),
         quotation_date: $.datepicker.formatDate('yy-mm-dd', new Date()),
         items: [{
           product_id: null,
@@ -94,13 +93,13 @@
       const salesOrderId = $location.search().id;
 
       if (!salesOrderId) {
+        $scope.salesOrder.owner_id = Contact.getCurrentContactID();
         return;
       }
 
       CaseUtils.getSalesOrderAndLineItems(salesOrderId).then((result) => {
         $scope.isUpdate = true;
         $scope.salesOrder = result;
-        $scope.salesOrder.owner_id = parseInt(result.owner_id);
         $scope.salesOrder.quotation_date = $.datepicker.formatDate('yy-mm-dd', new Date(result.quotation_date));
         $scope.salesOrder.status_id = (result.status_id).toString();
         CRM.wysiwyg.setVal('#sales-order-description', $scope.salesOrder.description);

From 34d63c726b61ba92a910971e12e5e8d63f4ce5f4 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 13 Jul 2023 12:15:45 +0100
Subject: [PATCH 140/199] BTHAB-200: Display only relevant quotations for the
 viewed contact

---
 ang/afsearchContactQuotations.aff.html                        | 2 +-
 .../quotations/directives/quotations-list.directive.html      | 2 +-
 .../quotations/directives/quotations-list.directive.js        | 4 ----
 3 files changed, 2 insertions(+), 6 deletions(-)

diff --git a/ang/afsearchContactQuotations.aff.html b/ang/afsearchContactQuotations.aff.html
index ea5ffde78..eda87620a 100644
--- a/ang/afsearchContactQuotations.aff.html
+++ b/ang/afsearchContactQuotations.aff.html
@@ -21,5 +21,5 @@
       </div>
     </div>
   </div>
-  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: routeParams.cid}"></crm-search-display-table>
+  <crm-search-display-table search-name="Civicase_Quotations" display-name="Civicase_Contact_Quotations_Table" filters="{client_id: options.contact_id}"></crm-search-display-table>
 </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index 1d472f036..495a03c7d 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -11,7 +11,7 @@ <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
   <div class="panel panel-default">
     <div class="panel-body">
       <div ng-switch="view">
-        <afsearch-contact-quotations ng-switch-when="contact"> </afsearch-contact-quotations>
+        <afsearch-contact-quotations options="{contact_id: contactId}" ng-switch-when="contact"> </afsearch-contact-quotations>
         <afsearch-quotations ng-switch-default> </afsearch-quotations>
       </div>
       
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index 414c1ea81..d527176bc 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -24,10 +24,6 @@
     $scope.redirectToQuotationCreationScreen = redirectToQuotationCreationScreen;
 
     (function init () {
-      if ($scope.contactId) {
-        $location.search().cid = $scope.contactId;
-      }
-
       addEventToElementsWhenInDOMTree();
     }());
 

From e53cbd9c84fd8219b9142782bed7d4d6cf01047a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 17 Jul 2023 06:00:57 +0100
Subject: [PATCH 141/199] BTHAB-200: Refresh Case order table post delete

---
 CRM/Civicase/Form/CaseSalesOrderDelete.php           | 2 ++
 ang/civicase-features.ang.php                        | 2 ++
 js/sales-order-contribution.js                       | 4 ----
 templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl | 5 ++++-
 4 files changed, 8 insertions(+), 5 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderDelete.php b/CRM/Civicase/Form/CaseSalesOrderDelete.php
index b64834667..7922e23db 100755
--- a/CRM/Civicase/Form/CaseSalesOrderDelete.php
+++ b/CRM/Civicase/Form/CaseSalesOrderDelete.php
@@ -30,6 +30,8 @@ public function preProcess() {
    * {@inheritDoc}
    */
   public function buildQuickForm() {
+    $this->assign('id', $this->id);
+
     $this->addButtons([
       [
         'type' => 'submit',
diff --git a/ang/civicase-features.ang.php b/ang/civicase-features.ang.php
index 13ab14294..6a397ae7b 100644
--- a/ang/civicase-features.ang.php
+++ b/ang/civicase-features.ang.php
@@ -73,6 +73,8 @@ function set_case_sales_order_status(&$options) {
   'crmUi',
   'crmUtil',
   'civicase',
+  'ui.sortable',
+  'dialogService',
   'civicase-base',
   'afsearchQuotations',
   'afsearchContactQuotations',
diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 5e3f229cf..1a74e349f 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -40,10 +40,6 @@
       });
     }
 
-    $("a[target='crm-popup']").on('crmPopupFormSuccess', function (e) {
-      CRM.refreshParent(e);
-    });
-
     /**
      * @param {number} quantity Item quantity
      * @param {number} unitPrice Item unit price
diff --git a/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl b/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl
index 8cb19585d..68af99c89 100755
--- a/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl
+++ b/templates/CRM/Civicase/Form/CaseSalesOrderDelete.tpl
@@ -11,10 +11,13 @@
 </div>
 
 <script type="text/javascript">
+  const id = { $id }
   {literal}
     CRM.$(function($) {
       $("a[target='crm-popup']").on('crmPopupFormSuccess', function (e) {
-        CRM.refreshParent(e);
+        const val = CRM.$('.civicase__features input#id-0').val();
+        CRM.$('.civicase__features input#id-0').val(id).change();
+        CRM.$('.civicase__features input#id-0').val(val).change();
       });
     });
   {/literal}

From 2c31699487645910396b1f5e073bb2072942a750 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 16 May 2023 10:22:11 +0100
Subject: [PATCH 142/199] BTHAB-3: Export quotation saved search

---
 .../SavedSearch_Civicase_Quotations.mgd.php   | 587 ++++++++++++++++++
 1 file changed, 587 insertions(+)
 create mode 100644 managed/SavedSearch_Civicase_Quotations.mgd.php

diff --git a/managed/SavedSearch_Civicase_Quotations.mgd.php b/managed/SavedSearch_Civicase_Quotations.mgd.php
new file mode 100644
index 000000000..f6ff96ed5
--- /dev/null
+++ b/managed/SavedSearch_Civicase_Quotations.mgd.php
@@ -0,0 +1,587 @@
+<?php
+
+/**
+ * @file
+ * Exported quotations saved search.
+ */
+
+$mgd = [
+    [
+      'name' => 'SavedSearch_Civicase_Quotations',
+      'entity' => 'SavedSearch',
+      'cleanup' => 'unused',
+      'update' => 'unmodified',
+      'params' => [
+        'version' => 4,
+        'values' => [
+          'name' => 'Civicase_Quotations',
+          'label' => 'Civicase Quotations',
+          'form_values' => NULL,
+          'search_custom_id' => NULL,
+          'api_entity' => 'CaseSalesOrder',
+          'api_params' => [
+            'version' => 4,
+            'select' => [
+              'id',
+              'client_id.display_name',
+              'DATE(quotation_date) AS DATE_quotation_date',
+              'description',
+              'owner_id.display_name',
+              'CONCAT_WS(" ", total_before_tax, currency:label) AS CONCAT_WS_total_before_tax_currency_label',
+              'CONCAT_WS(" ", total_after_tax, currency:label) AS CONCAT_WS_total_after_tax_currency_label',
+              'status_id:label',
+              'case_id',
+            ],
+            'orderBy' => [
+              'created_at' => 'DESC',
+            ],
+            'where' => [],
+            'groupBy' => [],
+            'join' => [],
+            'having' => [],
+            'limit' => 10,
+          ],
+          'expires_date' => NULL,
+          'description' => NULL,
+          'mapping_id' => NULL,
+        ],
+      ],
+    ],
+    [
+      'name' => 'SavedSearch_Civicase_Quotations_SearchDisplay_Civicase_Contact_Quotations_Table',
+      'entity' => 'SearchDisplay',
+      'cleanup' => 'unused',
+      'update' => 'unmodified',
+      'params' => [
+        'version' => 4,
+        'values' => [
+          'name' => 'Civicase_Contact_Quotations_Table',
+          'label' => 'Contact Quotations List',
+          'saved_search_id.name' => 'Civicase_Quotations',
+          'type' => 'table',
+          'settings' => [
+            'actions' => TRUE,
+            'limit' => 10,
+            'classes' => [
+              'table',
+              'table-striped',
+            ],
+            'pager' => [],
+            'placeholder' => 5,
+            'sort' => [
+              [
+                'created_at',
+                'DESC',
+              ],
+            ],
+            'columns' => [
+              [
+                'type' => 'field',
+                'key' => 'id',
+                'dataType' => 'Integer',
+                'label' => 'ID',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'case_id',
+                'dataType' => 'Integer',
+                'label' => 'Prospect Id',
+                'sortable' => TRUE,
+                'link' => [
+                  'path' => 'civicrm/contact/view/case?reset=1&id=[case_id]&cid=[user_contact_id]&action=view&context=dashboard&selectedChild=case',
+                  'entity' => '',
+                  'action' => '',
+                  'join' => '',
+                  'target' => '',
+                ],
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'DATE_quotation_date',
+                'dataType' => 'Date',
+                'label' => 'Date',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'owner_id.display_name',
+                'dataType' => 'String',
+                'label' => 'Owner',
+                'sortable' => TRUE,
+                'link' => [
+                  'path' => '',
+                  'entity' => 'Contact',
+                  'action' => 'view',
+                  'join' => 'owner_id',
+                  'target' => '_blank',
+                ],
+                'title' => 'View Owner',
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CONCAT_WS_total_before_tax_currency_label',
+                'dataType' => 'String',
+                'label' => 'Total Before Tax',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CONCAT_WS_total_after_tax_currency_label',
+                'dataType' => 'String',
+                'label' => 'Total After Tax',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Status',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'text' => '',
+                'style' => 'default',
+                'size' => 'btn-sm',
+                'icon' => 'fa-bars',
+                'links' => [
+                  [
+                    'path' => '',
+                    'icon' => 'fa-external-link',
+                    'text' => 'View',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'view',
+                    'join' => '',
+                    'target' => '_blank',
+                  ],
+                  [
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'update',
+                    'join' => '',
+                    'target' => '_blank',
+                    'icon' => 'fa-pencil',
+                    'text' => 'Edit',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                  [
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'delete',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                    'icon' => 'fa-trash',
+                    'text' => 'Delete',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/download-pdf?id=[id]',
+                    'icon' => 'fa-file-pdf-o',
+                    'text' => 'Download PDF',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => '_blank',
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/create-contribution?id=[id]',
+                    'icon' => 'fa-credit-card',
+                    'text' => 'Create Contribution',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/email?id=[id]',
+                    'icon' => 'fa-paper-plane-o',
+                    'text' => 'Send By Email',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                  ],
+                ],
+                'type' => 'menu',
+                'alignment' => '',
+                'label' => 'Actions',
+              ],
+            ],
+            'noResultsText' => 'No quotations found',
+          ],
+          'acl_bypass' => FALSE,
+        ],
+      ],
+    ],
+    [
+      'name' => 'SavedSearch_Civicase_Quotations_SearchDisplay_Civicase_Quotations_Table',
+      'entity' => 'SearchDisplay',
+      'cleanup' => 'unused',
+      'update' => 'unmodified',
+      'params' => [
+        'version' => 4,
+        'values' => [
+          'name' => 'Civicase_Quotations_Table',
+          'label' => 'Quotations List',
+          'saved_search_id.name' => 'Civicase_Quotations',
+          'type' => 'table',
+          'settings' => [
+            'actions' => TRUE,
+            'limit' => 10,
+            'classes' => [
+              'table',
+              'table-striped',
+            ],
+            'pager' => [],
+            'placeholder' => 5,
+            'sort' => [
+              [
+                'created_at',
+                'DESC',
+              ],
+            ],
+            'columns' => [
+              [
+                'type' => 'field',
+                'key' => 'id',
+                'dataType' => 'Integer',
+                'label' => 'ID',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'client_id.display_name',
+                'dataType' => 'String',
+                'label' => 'Client',
+                'sortable' => TRUE,
+                'link' => [
+                  'path' => '',
+                  'entity' => 'Contact',
+                  'action' => 'view',
+                  'join' => 'client_id',
+                  'target' => '_blank',
+                ],
+                'title' => 'View Client',
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'DATE_quotation_date',
+                'dataType' => 'Date',
+                'label' => 'Date',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'owner_id.display_name',
+                'dataType' => 'String',
+                'label' => 'Owner',
+                'sortable' => TRUE,
+                'link' => [
+                  'path' => '',
+                  'entity' => 'Contact',
+                  'action' => 'view',
+                  'join' => 'owner_id',
+                  'target' => '_blank',
+                ],
+                'title' => 'View Owner',
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CONCAT_WS_total_before_tax_currency_label',
+                'dataType' => 'String',
+                'label' => 'Total Before Tax',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CONCAT_WS_total_after_tax_currency_label',
+                'dataType' => 'String',
+                'label' => 'Total After Tax',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Status',
+                'sortable' => TRUE,
+                'alignment' => '',
+              ],
+              [
+                'text' => '',
+                'style' => 'default',
+                'size' => 'btn-sm',
+                'icon' => 'fa-bars',
+                'links' => [
+                  [
+                    'path' => '',
+                    'icon' => 'fa-external-link',
+                    'text' => 'View',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'view',
+                    'join' => '',
+                    'target' => '_blank',
+                  ],
+                  [
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'update',
+                    'join' => '',
+                    'target' => '_blank',
+                    'icon' => 'fa-pencil',
+                    'text' => 'Edit',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                  [
+                    'entity' => 'CaseSalesOrder',
+                    'action' => 'delete',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                    'icon' => 'fa-trash',
+                    'text' => 'Delete',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/download-pdf?id=[id]',
+                    'icon' => 'fa-file-pdf-o',
+                    'text' => 'Download PDF',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => '_blank',
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/create-contribution?id=[id]',
+                    'icon' => 'fa-credit-card',
+                    'text' => 'Create Contribution',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                  ],
+                  [
+                    'path' => 'civicrm/case-features/quotations/email?id=[id]',
+                    'icon' => 'fa-paper-plane-o',
+                    'text' => 'Send By Email',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                  ],
+                ],
+                'type' => 'menu',
+                'alignment' => '',
+                'label' => 'Actions',
+              ],
+            ],
+            'noResultsText' => 'No quotations found',
+          ],
+          'acl_bypass' => FALSE,
+        ],
+      ],
+    ],
+    [
+      'name' => 'SavedSearch_Quotation_Invoices',
+      'entity' => 'SavedSearch',
+      'cleanup' => 'unused',
+      'update' => 'unmodified',
+      'params' => [
+        'version' => 4,
+        'values' => [
+          'name' => 'Quotation_Invoices',
+          'label' => 'Quotation Invoices',
+          'form_values' => NULL,
+          'search_custom_id' => NULL,
+          'api_entity' => 'CaseSalesOrderContribution',
+          'api_params' => [
+            'version' => 4,
+            'select' => [
+              'id',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.id',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.financial_type_id:label',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.total_amount',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.source',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.contribution_status_id:label',
+              'CaseSalesOrderContribution_Contribution_contribution_id_01.receive_date',
+            ],
+            'orderBy' => [],
+            'where' => [],
+            'groupBy' => [],
+            'join' => [
+              [
+                'Contribution AS CaseSalesOrderContribution_Contribution_contribution_id_01',
+                'LEFT',
+                [
+                  'contribution_id',
+                  '=',
+                  'CaseSalesOrderContribution_Contribution_contribution_id_01.id',
+                ],
+              ],
+              [
+                'CaseSalesOrder AS CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01',
+                'LEFT',
+                [
+                  'case_sales_order_id',
+                  '=',
+                  'CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01.id',
+                ],
+              ],
+            ],
+            'having' => [],
+          ],
+          'expires_date' => NULL,
+          'description' => NULL,
+          'mapping_id' => NULL,
+        ],
+      ],
+    ],
+    [
+      'name' => 'SavedSearch_Quotation_Invoices_SearchDisplay_Quotation_Invoices',
+      'entity' => 'SearchDisplay',
+      'cleanup' => 'unused',
+      'update' => 'unmodified',
+      'params' => [
+        'version' => 4,
+        'values' => [
+          'name' => 'Quotation_Invoices',
+          'label' => 'Quotation Invoices',
+          'saved_search_id.name' => 'Quotation_Invoices',
+          'type' => 'table',
+          'settings' => [
+            'actions' => FALSE,
+            'limit' => 10,
+            'classes' => [
+              'table',
+              'table-striped',
+            ],
+            'pager' => [],
+            'placeholder' => 5,
+            'sort' => [],
+            'columns' => [
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.total_amount',
+                'dataType' => 'Money',
+                'label' => 'Amount',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.financial_type_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Type',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.source',
+                'dataType' => 'String',
+                'label' => 'Source',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.receive_date',
+                'dataType' => 'Timestamp',
+                'label' => 'Date',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date',
+                'dataType' => 'Timestamp',
+                'label' => 'Thank-You Sent',
+                'sortable' => TRUE,
+                'rewrite' => '{if "[CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date]"} Yes {else} No {/if}',
+              ],
+              [
+                'type' => 'field',
+                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.contribution_status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Status',
+                'sortable' => TRUE,
+              ],
+              [
+                'text' => 'Actions',
+                'style' => 'default',
+                'size' => 'btn-sm',
+                'icon' => 'fa-bars',
+                'links' => [
+                  [
+                    'entity' => 'Contribution',
+                    'action' => 'view',
+                    'join' => 'CaseSalesOrderContribution_Contribution_contribution_id_01',
+                    'target' => 'crm-popup',
+                    'icon' => 'fa-external-link',
+                    'text' => 'View',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                  [
+                    'entity' => 'Contribution',
+                    'action' => 'update',
+                    'join' => 'CaseSalesOrderContribution_Contribution_contribution_id_01',
+                    'target' => 'crm-popup',
+                    'icon' => 'fa-pencil',
+                    'text' => 'Edit',
+                    'style' => 'default',
+                    'path' => '',
+                    'condition' => [],
+                  ],
+                ],
+                'type' => 'menu',
+                'alignment' => 'text-right',
+              ],
+            ],
+            'noResultsText' => 'No Invoices found',
+          ],
+          'acl_bypass' => FALSE,
+        ],
+      ],
+    ],
+];
+
+
+$searchKitIsInstalled = 'installed' ===
+CRM_Extension_System::singleton()->getManager()->getStatus('org.civicrm.search_kit');
+if ($searchKitIsInstalled) {
+  return $mgd;
+}
+
+return [];

From 0d779daa6babc91a1609591d66f59658015320c2 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 23 Aug 2023 15:41:39 +0100
Subject: [PATCH 143/199] BTHAB-181: Add send invoice by email action

---
 managed/SavedSearch_Civicase_Quotations.mgd.php | 11 +++++++++++
 1 file changed, 11 insertions(+)

diff --git a/managed/SavedSearch_Civicase_Quotations.mgd.php b/managed/SavedSearch_Civicase_Quotations.mgd.php
index f6ff96ed5..f5275daee 100644
--- a/managed/SavedSearch_Civicase_Quotations.mgd.php
+++ b/managed/SavedSearch_Civicase_Quotations.mgd.php
@@ -564,6 +564,17 @@
                     'path' => '',
                     'condition' => [],
                   ],
+                  [
+                    'path' => 'civicrm/contribute/invoice/email/?reset=1&id=[contribution_id]&select=email',
+                    'icon' => 'fa-paper-plane-o',
+                    'text' => 'Send By Email',
+                    'style' => 'default',
+                    'condition' => [],
+                    'entity' => '',
+                    'action' => '',
+                    'join' => '',
+                    'target' => 'crm-popup',
+                  ],
                 ],
                 'type' => 'menu',
                 'alignment' => 'text-right',

From 6b8333682af9de5849a550e4e9196cc78d0ec11b Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 23 Aug 2023 15:42:16 +0100
Subject: [PATCH 144/199] BTHAB-181: Require afform extension

---
 info.xml | 1 +
 1 file changed, 1 insertion(+)

diff --git a/info.xml b/info.xml
index 0a98f4df9..80fa36923 100644
--- a/info.xml
+++ b/info.xml
@@ -34,6 +34,7 @@
   <requires>
     <ext>org.civicrm.shoreditch</ext>
     <ext>uk.co.compucorp.usermenu</ext>
+    <ext>org.civicrm.afform</ext>
   </requires>
   <mixins>
     <mixin>ang-php@1.0.0</mixin>

From d9ac17d79a199bbf9a0263014f3f31d422602aff Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 25 Aug 2023 09:28:06 +0100
Subject: [PATCH 145/199] BTHAB-178: Allow creating custom field for membership
 type

---
 .../MembershipTypeCustomFieldManager.php      | 34 +++++++++++++++++++
 CRM/Civicase/Upgrader.php                     | 26 +++++++-------
 CRM/Civicase/Upgrader/Steps/Step0020.php      | 30 ++++++++++++++++
 3 files changed, 78 insertions(+), 12 deletions(-)
 create mode 100644 CRM/Civicase/Setup/Manage/MembershipTypeCustomFieldManager.php
 create mode 100644 CRM/Civicase/Upgrader/Steps/Step0020.php

diff --git a/CRM/Civicase/Setup/Manage/MembershipTypeCustomFieldManager.php b/CRM/Civicase/Setup/Manage/MembershipTypeCustomFieldManager.php
new file mode 100644
index 000000000..710425708
--- /dev/null
+++ b/CRM/Civicase/Setup/Manage/MembershipTypeCustomFieldManager.php
@@ -0,0 +1,34 @@
+<?php
+
+/**
+ * Manages Membership Type Custom Field Entity.
+ */
+class CRM_Civicase_Setup_Manage_MembershipTypeCustomFieldManager extends CRM_Civicase_Setup_Manage_AbstractManager {
+
+  const OPTION_GROUP_NAME = 'cg_extend_objects';
+
+  /**
+   * Adds Membership Type entity to extend object.
+   */
+  public function create(): void {
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::OPTION_GROUP_NAME,
+      "label" => "Membership Type",
+      "value" => "MembershipType",
+      "name" => "civicrm_membership_type",
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+  }
+
+  /**
+   * {@inheritDoc}
+   */
+  public function remove(): void {}
+
+  /**
+   * {@inheritDoc}
+   */
+  protected function toggle($status): void {}
+
+}
diff --git a/CRM/Civicase/Upgrader.php b/CRM/Civicase/Upgrader.php
index f188ebf40..d3de92044 100644
--- a/CRM/Civicase/Upgrader.php
+++ b/CRM/Civicase/Upgrader.php
@@ -1,23 +1,24 @@
 <?php
 
-use CRM_Civicase_Setup_CaseTypeCategorySupport as CaseTypeCategorySupport;
-use CRM_Civicase_Setup_CreateCasesOptionValue as CreateCasesOptionValue;
+use CRM_Civicase_ExtensionUtil as E;
+use CRM_Civicase_Helper_CaseUrl as CaseUrlHelper;
+use CRM_Civicase_Service_CaseCategoryInstance as CaseCategoryInstance;
 use CRM_Civicase_Setup_AddCaseCategoryWordReplacementOptionGroup as AddCaseCategoryWordReplacementOptionGroup;
-use CRM_Civicase_Setup_MoveCaseTypesToCasesCategory as MoveCaseTypesToCasesCategory;
-use CRM_Civicase_Setup_CreateSafeFileExtensionOptionValue as CreateSafeFileExtensionOptionValue;
-use CRM_Civicase_Uninstall_RemoveCustomGroupSupportForCaseCategory as RemoveCustomGroupSupportForCaseCategory;
-use CRM_Civicase_Setup_ProcessCaseCategoryForCustomGroupSupport as ProcessCaseCategoryForCustomGroupSupport;
-use CRM_Civicase_Setup_CaseCategoryInstanceSupport as CaseCategoryInstanceSupport;
 use CRM_Civicase_Setup_AddChangeCaseRoleDateActivityTypes as AddChangeCaseRoleDateActivityTypes;
 use CRM_Civicase_Setup_AddManageWorkflowMenu as AddManageWorkflowMenu;
-use CRM_Civicase_Service_CaseCategoryInstance as CaseCategoryInstance;
-use CRM_Civicase_Helper_CaseUrl as CaseUrlHelper;
-use CRM_Civicase_Setup_AddSingularLabels as AddSingularLabels;
-use CRM_Civicase_ExtensionUtil as E;
 use CRM_Civicase_Setup_AddMyActivitiesMenu as AddMyActivitiesMenu;
-use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryFeaturesManager;
+use CRM_Civicase_Setup_AddSingularLabels as AddSingularLabels;
+use CRM_Civicase_Setup_CaseCategoryInstanceSupport as CaseCategoryInstanceSupport;
+use CRM_Civicase_Setup_CaseTypeCategorySupport as CaseTypeCategorySupport;
+use CRM_Civicase_Setup_CreateCasesOptionValue as CreateCasesOptionValue;
+use CRM_Civicase_Setup_CreateSafeFileExtensionOptionValue as CreateSafeFileExtensionOptionValue;
 use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
+use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryFeaturesManager;
+use CRM_Civicase_Setup_Manage_MembershipTypeCustomFieldManager as MembershipTypeCustomFieldManager;
 use CRM_Civicase_Setup_Manage_QuotationTemplateManager as QuotationTemplateManager;
+use CRM_Civicase_Setup_MoveCaseTypesToCasesCategory as MoveCaseTypesToCasesCategory;
+use CRM_Civicase_Setup_ProcessCaseCategoryForCustomGroupSupport as ProcessCaseCategoryForCustomGroupSupport;
+use CRM_Civicase_Uninstall_RemoveCustomGroupSupportForCaseCategory as RemoveCustomGroupSupportForCaseCategory;
 
 /**
  * Collection of upgrade steps.
@@ -154,6 +155,7 @@ public function install() {
     (new CaseTypeCategoryFeaturesManager())->create();
     (new CaseSalesOrderStatusManager())->create();
     (new QuotationTemplateManager())->create();
+    (new MembershipTypeCustomFieldManager())->create();
   }
 
   /**
diff --git a/CRM/Civicase/Upgrader/Steps/Step0020.php b/CRM/Civicase/Upgrader/Steps/Step0020.php
new file mode 100644
index 000000000..1011d2db4
--- /dev/null
+++ b/CRM/Civicase/Upgrader/Steps/Step0020.php
@@ -0,0 +1,30 @@
+<?php
+
+/**
+ * Add custom fields.
+ */
+class CRM_Civicase_Upgrader_Steps_Step0020 {
+
+  /**
+   * Runs the upgrader changes.
+   *
+   * @return bool
+   *   Return value in boolean.
+   */
+  public function apply() {
+    try {
+      (new CRM_Civicase_Setup_Manage_MembershipTypeCustomFieldManager())->create();
+    }
+    catch (\Throwable $th) {
+      \Civi::log()->error('Error upgrading Civicase', [
+        'context' => [
+          'backtrace' => $th->getTraceAsString(),
+          'message' => $th->getMessage(),
+        ],
+      ]);
+    }
+
+    return TRUE;
+  }
+
+}

From cf41dcb6d695d0499f5300286c58345934d82524 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 25 Aug 2023 09:28:45 +0100
Subject: [PATCH 146/199] BTHAB-178: Add Product Discounts custom field that
 extend Membership Type

---
 managed/CustomGroup_Product_Discounts.mgd.php | 94 +++++++++++++++++++
 1 file changed, 94 insertions(+)
 create mode 100644 managed/CustomGroup_Product_Discounts.mgd.php

diff --git a/managed/CustomGroup_Product_Discounts.mgd.php b/managed/CustomGroup_Product_Discounts.mgd.php
new file mode 100644
index 000000000..163677024
--- /dev/null
+++ b/managed/CustomGroup_Product_Discounts.mgd.php
@@ -0,0 +1,94 @@
+<?php
+
+/**
+ * @file
+ * Exported Product Discounts CustomGroup.
+ */
+
+use Civi\Api4\OptionValue;
+
+$mgd = [
+  [
+    'name' => 'CustomGroup_Product_Discounts',
+    'entity' => 'CustomGroup',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Product_Discounts',
+        'title' => 'Product Discounts',
+        'extends' => 'MembershipType',
+        'extends_entity_column_value' => NULL,
+        'style' => 'Inline',
+        'collapse_display' => FALSE,
+        'help_pre' => '',
+        'help_post' => '',
+        'weight' => 107,
+        'is_active' => TRUE,
+        'is_multiple' => FALSE,
+        'min_multiple' => NULL,
+        'max_multiple' => NULL,
+        'collapse_adv_display' => TRUE,
+        'created_date' => '2023-08-25 07:22:08',
+        'is_reserved' => FALSE,
+        'is_public' => TRUE,
+        'icon' => '',
+        'extends_entity_column_id' => NULL,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Product_Discounts_CustomField_Product_Discount_Amount',
+    'entity' => 'CustomField',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Product_Discounts',
+        'name' => 'Product_Discount_Amount',
+        'label' => 'Product Discount Amount',
+        'data_type' => 'Float',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => 'Specify a discount that will automatically be applied when adding a product line item to a quotation if the contact is a member of this type.',
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => FALSE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'product_discount_amount',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+];
+
+$rowCount = OptionValue::get(FALSE)
+  ->selectRowCount()
+  ->addSelect('*')
+  ->addWhere('option_group_id:name', '=', 'cg_extend_objects')
+  ->addWhere('name', '=', 'civicrm_membership_type')
+  ->execute()
+  ->count();
+
+if ($rowCount == 1) {
+  return $mgd;
+}
+
+return [];

From ab935554731a0a8f8fa2610368e721b29e10e62d Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 1 Sep 2023 11:15:50 +0100
Subject: [PATCH 147/199] BTHAB-204: Apply contact membership type product
 discount to sale order items

---
 .../quotations-create.directive.html          |  1 +
 .../directives/quotations-create.directive.js | 38 ++++++++++++++++++-
 2 files changed, 38 insertions(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.html b/ang/civicase-features/quotations/directives/quotations-create.directive.html
index c3dc754ff..ee144337f 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.html
@@ -11,6 +11,7 @@ <h1 crm-page-title>{{ ts(isUpdate ? 'Edit Quotation':'Create Quotation') }}</h1>
           <div class="col-sm-5">
             <input class="form-control"
               ng-model="salesOrder.client_id"
+              ng-change="handleClientChange()"
               placeholder="Client"
               name="client"
               crm-entityref="{
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 6208262a5..5f4d16e02 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -33,6 +33,7 @@
 
     $scope.isUpdate = false;
     $scope.formValid = true;
+    $scope.membeshipTypesProductDiscountPercentage = 0;
     $scope.roundTo = roundTo;
     $scope.formatMoney = formatMoney;
     $scope.submitInProgress = false;
@@ -40,6 +41,7 @@
     $scope.saveQuotation = saveQuotation;
     $scope.calculateSubtotal = calculateSubtotal;
     $scope.currencyCodes = CurrencyCodes.getAll();
+    $scope.handleClientChange = handleClientChange;
     $scope.handleProductChange = handleProductChange;
     $scope.handleCurrencyChange = handleCurrencyChange;
     $scope.salesOrderStatus = SalesOrderStatus.getAll();
@@ -146,7 +148,7 @@
         financial_type_id: null,
         unit_price: null,
         quantity: null,
-        discounted_percentage: null,
+        discounted_percentage: $scope.membeshipTypesProductDiscountPercentage,
         tax_rate: 0,
         subtotal_amount: 0
       });
@@ -221,6 +223,40 @@
         });
     }
 
+    /**
+     * Applies any membership type product discounts to
+     * each sale order line item if the selected client has any memberships.
+     */
+    function handleClientChange () {
+      const clientID = $scope.salesOrder.client_id;
+      crmApi4('Membership', 'get', {
+        select: ['membership_type_id.Product_Discounts.Product_Discount_Amount'],
+        where: [['contact_id', '=', clientID]]
+      }).then(function (results) {
+        let discountPercentage = 0;
+        results.forEach((membership) => {
+          discountPercentage += membership['membership_type_id.Product_Discounts.Product_Discount_Amount'];
+        });
+        // make sure that the discount percentage cannot be more than 100%
+        if (discountPercentage > 100) {
+          discountPercentage = 100;
+        }
+        $scope.membeshipTypesProductDiscountPercentage = discountPercentage;
+        applySaleOrderItemPencentageDiscount();
+        CRM.alert(ts('Automatic Members Discount Applied'), ts('Product Discount'), 'success');
+      });
+    }
+
+    /**
+     * Applies Membership Type discounted percentage to
+     * each sale order item discounted percentage.
+     */
+    function applySaleOrderItemPencentageDiscount () {
+      $scope.salesOrder.items.forEach((item) => {
+        item.discounted_percentage = item.discounted_percentage + $scope.membeshipTypesProductDiscountPercentage;
+      });
+    }
+
     /**
      * Update currency symbol if currecny field is upddated
      */

From 9158eec2fa930d70766d7c9d4ccefe704626b4da Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Mon, 11 Sep 2023 14:11:27 +0100
Subject: [PATCH 148/199] BTHAB-180: Only perform delete if id line item is not
 empty

---
 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php | 8 ++++++--
 1 file changed, 6 insertions(+), 2 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index df4dadade..6195297fe 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -2,12 +2,12 @@
 
 namespace Civi\Api4\Action\CaseSalesOrder;
 
-use CRM_Core_Transaction;
-use Civi\Api4\Generic\Result;
 use Civi\Api4\CaseSalesOrderLine;
 use Civi\Api4\Generic\AbstractSaveAction;
+use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
 use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
+use CRM_Core_Transaction;
 
 /**
  * {@inheritDoc}
@@ -87,6 +87,10 @@ public function removeStaleLineItems(array $salesOrder) {
 
     $lineItemsInUse = array_column($salesOrder['items'], 'id');
 
+    if (empty($lineItemsInUse)) {
+      return;
+    }
+
     CaseSalesOrderLine::delete()
       ->addWhere('sales_order_id', '=', $salesOrder['id'])
       ->addWhere('id', 'NOT IN', $lineItemsInUse)

From 980a6b6a2ce3ee2077c63025cbbbe3553f431729 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 13 Sep 2023 15:52:00 +0100
Subject: [PATCH 149/199] BTHAB-184: Add Contribution opportunity details
 custom group

---
 ...up_Contribution_OpportunityDetails.mgd.php | 117 ++++++++++++++++++
 1 file changed, 117 insertions(+)
 create mode 100644 managed/CustomGroup_Contribution_OpportunityDetails.mgd.php

diff --git a/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php b/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php
new file mode 100644
index 000000000..bb4ac2314
--- /dev/null
+++ b/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php
@@ -0,0 +1,117 @@
+<?php
+
+/**
+ * @file
+ * Exported Opportunity Details CustomGroup.
+ */
+
+return [
+  [
+    'name' => 'CustomGroup_Opportunity_Details',
+    'entity' => 'CustomGroup',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Opportunity_Details',
+        'title' => 'Opportunity Details',
+        'extends' => 'Contribution',
+        'extends_entity_column_value' => NULL,
+        'style' => 'Inline',
+        'collapse_display' => TRUE,
+        'help_pre' => '<p>If using CiviProspect you can link this contribution to a prospect, quotation or both below.</p>',
+        'help_post' => '',
+        'weight' => 34,
+        'is_active' => TRUE,
+        'is_multiple' => FALSE,
+        'min_multiple' => NULL,
+        'max_multiple' => NULL,
+        'collapse_adv_display' => TRUE,
+        'created_date' => '2023-09-12 13:08:59',
+        'is_reserved' => TRUE,
+        'is_public' => FALSE,
+        'icon' => '',
+        'extends_entity_column_id' => NULL,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Opportunity_Details_CustomField_Case_Opportunity',
+    'entity' => 'CustomField',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Opportunity_Details',
+        'name' => 'Case_Opportunity',
+        'label' => 'Case/Opportunity',
+        'data_type' => 'String',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => FALSE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'case_opportunity_51',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Opportunity_Details_CustomField_Quotation',
+    'entity' => 'CustomField',
+    'cleanup' => 'always',
+    'update' => 'unmodified',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Opportunity_Details',
+        'name' => 'Quotation',
+        'label' => 'Quotation',
+        'data_type' => 'String',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => FALSE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'quotation_52',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+];

From 46d0d514ad430f91e4acb90a89dc629b12943e2f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 13 Sep 2023 15:54:55 +0100
Subject: [PATCH 150/199] BTHAB-184: Convert oportunity deatils field to entity
 reference fields

---
 .../AddEntityReferenceToCustomField.php       | 55 +++++++++++++++++++
 civicase.php                                  |  1 +
 js/contribution-entityref-field.js            | 28 ++++++++++
 3 files changed, 84 insertions(+)
 create mode 100644 CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
 create mode 100644 js/contribution-entityref-field.js

diff --git a/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
new file mode 100644
index 000000000..0e2a9d1b5
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
@@ -0,0 +1,55 @@
+<?php
+
+use CRM_Civicase_ExtensionUtil as E;
+
+/**
+ * Converts Opportunity Details Field to Entity Reference.
+ */
+class CRM_Civicase_Hook_BuildForm_AddEntityReferenceToCustomField {
+
+  /**
+   * Converts Opportunity Details Field to Entity Reference.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    if (!$this->shouldRun($formName)) {
+      return;
+    }
+
+    $customFields[] = [
+      'name' => CRM_Core_BAO_CustomField::getCustomFieldID('Case_Opportunity', 'Opportunity_Details', TRUE),
+      'entity' => 'Case',
+      'placeholder' => '- Select Case/Opportunity -',
+    ];
+
+    $customFields[] = [
+      'name' => CRM_Core_BAO_CustomField::getCustomFieldID('Quotation', 'Opportunity_Details', TRUE),
+      'entity' => 'CaseSalesOrder',
+      'placeholder' => '- Select Quotation -',
+    ];
+
+    \Civi::resources()->add([
+      'scriptFile' => [E::LONG_NAME, 'js/contribution-entityref-field.js'],
+      'region' => 'page-header',
+    ]);
+    \Civi::resources()->addVars('civicase', ['entityRefCustomFields' => $customFields]);
+  }
+
+  /**
+   * Checks if the hook should run.
+   *
+   * @param string $formName
+   *   Form Name.
+   *
+   * @return bool
+   *   True if hook should run, otherwise false.
+   */
+  public function shouldRun($formName) {
+    return $formName === "CRM_Contribute_Form_Contribution";
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index 93c784c2d..16d0e00d1 100644
--- a/civicase.php
+++ b/civicase.php
@@ -188,6 +188,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_AddCaseCategoryFeaturesField(),
     new CRM_Civicase_Hook_BuildForm_AddQuotationsNotesToContributionSettings(),
     new CRM_Civicase_Hook_BuildForm_AddSalesOrderLineItemsToContribution(),
+    new CRM_Civicase_Hook_BuildForm_AddEntityReferenceToCustomField(),
   ];
 
   foreach ($hooks as $hook) {
diff --git a/js/contribution-entityref-field.js b/js/contribution-entityref-field.js
new file mode 100644
index 000000000..a1e236683
--- /dev/null
+++ b/js/contribution-entityref-field.js
@@ -0,0 +1,28 @@
+(function ($, _) {
+  window.waitForElement = function ($, elementPath, callBack) {
+    window.setTimeout(function () {
+      if ($(elementPath).length) {
+        callBack($, $(elementPath));
+      } else {
+        window.waitForElement($, elementPath, callBack);
+      }
+    }, 500);
+  };
+
+  $(document).one('crmLoad', function () {
+    const entityRefCustomFields = CRM.vars.civicase.entityRefCustomFields ?? [];
+
+    entityRefCustomFields.forEach(field => {
+      /* eslint-disable no-undef */
+      waitForElement($, `[name^=${field.name}_]`, function ($, elem) {
+        $(`[name^=${field.name}_]`)
+          .attr('placeholder', field.placeholder)
+          .attr('disabled', false)
+          .crmEntityRef({
+            entity: field.entity,
+            create: false
+          });
+      });
+    });
+  });
+})(CRM.$, CRM._);

From c616df3df4ecbee5a13b23f28bcc1a0a6177c9af Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 13 Sep 2023 15:55:26 +0100
Subject: [PATCH 151/199] BTHAB-184: Add case sales order getlist endpoint

---
 api/v3/CaseSalesOrder/Get.php     | 44 ++++++++++++++++
 api/v3/CaseSalesOrder/Getlist.php | 88 +++++++++++++++++++++++++++++++
 2 files changed, 132 insertions(+)
 create mode 100644 api/v3/CaseSalesOrder/Get.php
 create mode 100644 api/v3/CaseSalesOrder/Getlist.php

diff --git a/api/v3/CaseSalesOrder/Get.php b/api/v3/CaseSalesOrder/Get.php
new file mode 100644
index 000000000..f31813127
--- /dev/null
+++ b/api/v3/CaseSalesOrder/Get.php
@@ -0,0 +1,44 @@
+<?php
+
+/**
+ * @file
+ * CaseSalesOrder.Get file.
+ */
+
+/**
+ * CaseSalesOrder.Get API.
+ *
+ * @param array $params
+ *   API Params.
+ *
+ * @return array
+ *   API result descriptor
+ *
+ * @see civicrm_api3_create_success
+ * @see civicrm_api3_create_error
+ *
+ * @throws API_Exception
+ */
+function civicrm_api3_case_sales_order_get($params) {
+  $sql = CRM_Utils_SQL_Select::fragment();
+  $salesOrders = _civicrm_api3_basic_get(_civicrm_api3_get_BAO(__FUNCTION__), $params, FALSE, 'CaseSalesOrder', $sql, TRUE);
+
+  return civicrm_api3_create_success($salesOrders, $params, 'CaseSalesOrder', 'get');
+}
+
+/**
+ * CaseSalesOrder.Get API specification (optional).
+ *
+ * This is used for documentation and validation.
+ *
+ * @param array $spec
+ *   description of fields supported by this API call.
+ *
+ * @see http://wiki.civicrm.org/confluence/display/CRM/API+Architecture+Standards
+ */
+function _civicrm_api3_case_sales_order_get_spec(&$spec) {
+  $fields = CRM_Civicase_BAO_CaseSalesOrder::fields();
+  foreach ($fields as $fieldname => $field) {
+    $spec[$fieldname] = $field;
+  }
+}
diff --git a/api/v3/CaseSalesOrder/Getlist.php b/api/v3/CaseSalesOrder/Getlist.php
new file mode 100644
index 000000000..b9464d1af
--- /dev/null
+++ b/api/v3/CaseSalesOrder/Getlist.php
@@ -0,0 +1,88 @@
+<?php
+
+/**
+ * @file
+ * CaseSalesOrder.Getlist API.
+ */
+
+use Civi\Api4\CaseSalesOrder;
+
+/**
+ * CaseSalesOrder.Getlist API specification (optional).
+ *
+ * This is used for documentation and validation.
+ *
+ * @param array $params
+ *   Description of fields supported by this API call.
+ * @param array $apiRequest
+ *   API requesr.
+ *
+ * @see https://docs.civicrm.org/dev/en/latest/framework/api-architecture/
+ */
+function _civicrm_api3_case_sales_order_getlist_spec(&$params, $apiRequest) {
+  require_once 'api/v3/Generic/Getlist.php';
+  _civicrm_api3_generic_getlist_spec($params, $apiRequest);
+}
+
+/**
+ * CaseSalesOrder.Getlist API.
+ *
+ * @param array $params
+ *   API Params.
+ *
+ * @return array
+ *   API result descriptor
+ *
+ * @see civicrm_api3_create_success
+ *
+ * @throws API_Exception
+ */
+function civicrm_api3_case_sales_order_getlist($params) {
+  require_once 'api/v3/Generic/Getlist.php';
+  $apiRequest = [
+    'version' => 3,
+    'entity' => 'CaseSalesOrder',
+    'action' => 'getlist',
+    'params' => $params,
+  ];
+
+  return civicrm_api3_generic_getList($apiRequest);
+}
+
+/**
+ * Get case sales order list output.
+ *
+ * @param array $result
+ *   API Result to format.
+ * @param array $request
+ *   API Request.
+ *
+ * @return array
+ *   API Result
+ *
+ * @see _civicrm_api3_generic_getlist_output
+ */
+function _civicrm_api3_case_sales_order_getlist_output($result, $request) {
+  $output = [];
+  if (!empty($result['values'])) {
+    foreach ($result['values'] as $row) {
+      $caseSalesOrder = CaseSalesOrder::get()
+        ->addSelect('contact.display_name', 'quotation_date')
+        ->addJoin('Contact AS contact', 'LEFT', ['contact.id', '=', 'client_id'])
+        ->addWhere('id', '=', $row['id'])
+        ->execute()
+        ->first();
+
+      $data = [
+        'id' => $row[$request['id_field']],
+        'label' => "Client: {$caseSalesOrder['contact.display_name']}",
+        'description' => [
+          strip_tags($row['description']),
+        ],
+      ];
+      $data['description'][] = "Quotation Date: " . CRM_Utils_Date::customFormat($caseSalesOrder['quotation_date']);
+      $output[] = $data;
+    }
+  }
+  return $output;
+}

From d1837898d9c65e71a89542faa201e445cc6ba274 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 13 Sep 2023 15:56:54 +0100
Subject: [PATCH 152/199] BTHAB-184: Display linked invoices using opportunity
 details custom fields

---
 ang/afsearchQuotationInvoices.aff.html        |  2 +-
 .../directives/quotations-list.directive.html |  6 +-
 .../SavedSearch_Civicase_Quotations.mgd.php   | 93 +++++++++----------
 3 files changed, 51 insertions(+), 50 deletions(-)

diff --git a/ang/afsearchQuotationInvoices.aff.html b/ang/afsearchQuotationInvoices.aff.html
index 818179830..44a6bc143 100644
--- a/ang/afsearchQuotationInvoices.aff.html
+++ b/ang/afsearchQuotationInvoices.aff.html
@@ -1,3 +1,3 @@
 <div af-fieldset="">
-  <crm-search-display-table search-name="Quotation_Invoices" display-name="Quotation_Invoices" filters="{'CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01.case_id': routeParams.caseId}"></crm-search-display-table>
+  <crm-search-display-table search-name="Quotation_Contributions" display-name="Contributions_Table_1" filters="{'Opportunity_Details.Case_Opportunity': routeParams.caseId, 'Opportunity_Details.Quotation': options.quotation_ids}"></crm-search-display-table>
 </div>
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.html b/ang/civicase-features/quotations/directives/quotations-list.directive.html
index 495a03c7d..e8327d827 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.html
@@ -8,7 +8,7 @@ <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
     {{:: ts('Create Quotation') }}
     </a>
 
-  <div class="panel panel-default">
+  <div class="panel panel-default quotation__list">
     <div class="panel-body">
       <div ng-switch="view">
         <afsearch-contact-quotations options="{contact_id: contactId}" ng-switch-when="contact"> </afsearch-contact-quotations>
@@ -34,4 +34,8 @@ <h1 ng-if="view !== 'contact'" crm-page-title>{{ ts('Manage Quotations') }}</h1>
   .af-field-range-sep {
     margin: 0em 1em;
   }
+  #bootstrap-theme.civicase__container .quotation__list ul.dropdown-menu {
+    right: 0;
+    left: auto;
+  }
 </style>
diff --git a/managed/SavedSearch_Civicase_Quotations.mgd.php b/managed/SavedSearch_Civicase_Quotations.mgd.php
index f5275daee..d0d08f4c9 100644
--- a/managed/SavedSearch_Civicase_Quotations.mgd.php
+++ b/managed/SavedSearch_Civicase_Quotations.mgd.php
@@ -415,53 +415,51 @@
       ],
     ],
     [
-      'name' => 'SavedSearch_Quotation_Invoices',
+      'name' => 'SavedSearch_Quotation_Contributions',
       'entity' => 'SavedSearch',
       'cleanup' => 'unused',
       'update' => 'unmodified',
       'params' => [
         'version' => 4,
         'values' => [
-          'name' => 'Quotation_Invoices',
-          'label' => 'Quotation Invoices',
+          'name' => 'Quotation_Contributions',
+          'label' => 'Quotation Contributions',
           'form_values' => NULL,
           'search_custom_id' => NULL,
-          'api_entity' => 'CaseSalesOrderContribution',
+          'api_entity' => 'Contribution',
           'api_params' => [
             'version' => 4,
             'select' => [
-              'id',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.id',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.financial_type_id:label',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.total_amount',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.source',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.contribution_status_id:label',
-              'CaseSalesOrderContribution_Contribution_contribution_id_01.receive_date',
+              'total_amount',
+              'financial_type_id:label',
+              'source',
+              'receive_date',
+              'thankyou_date',
+              'contribution_status_id:label',
+              'Opportunity_Details.Case_Opportunity',
             ],
             'orderBy' => [],
-            'where' => [],
-            'groupBy' => [],
-            'join' => [
+            'where' => [
               [
-                'Contribution AS CaseSalesOrderContribution_Contribution_contribution_id_01',
-                'LEFT',
-                [
-                  'contribution_id',
-                  '=',
-                  'CaseSalesOrderContribution_Contribution_contribution_id_01.id',
-                ],
+                'id',
+                'IS NOT EMPTY',
               ],
               [
-                'CaseSalesOrder AS CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01',
-                'LEFT',
+                'OR',
                 [
-                  'case_sales_order_id',
-                  '=',
-                  'CaseSalesOrderContribution_CaseSalesOrder_case_sales_order_id_01.id',
+                  [
+                    'Opportunity_Details.Case_Opportunity',
+                    'IS NOT EMPTY',
+                  ],
+                  [
+                    'Opportunity_Details.Quotation',
+                    'IS NOT EMPTY',
+                  ],
                 ],
               ],
             ],
+            'groupBy' => [],
+            'join' => [],
             'having' => [],
           ],
           'expires_date' => NULL,
@@ -471,19 +469,19 @@
       ],
     ],
     [
-      'name' => 'SavedSearch_Quotation_Invoices_SearchDisplay_Quotation_Invoices',
+      'name' => 'SavedSearch_Quotation_Contributions_SearchDisplay_Contributions_Table_1',
       'entity' => 'SearchDisplay',
       'cleanup' => 'unused',
       'update' => 'unmodified',
       'params' => [
         'version' => 4,
         'values' => [
-          'name' => 'Quotation_Invoices',
-          'label' => 'Quotation Invoices',
-          'saved_search_id.name' => 'Quotation_Invoices',
+          'name' => 'Contributions_Table_1',
+          'label' => 'Contributions Table 1',
+          'saved_search_id.name' => 'Quotation_Contributions',
           'type' => 'table',
           'settings' => [
-            'actions' => FALSE,
+            'actions' => TRUE,
             'limit' => 10,
             'classes' => [
               'table',
@@ -495,43 +493,43 @@
             'columns' => [
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.total_amount',
+                'key' => 'total_amount',
                 'dataType' => 'Money',
                 'label' => 'Amount',
                 'sortable' => TRUE,
               ],
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.financial_type_id:label',
+                'key' => 'financial_type_id:label',
                 'dataType' => 'Integer',
                 'label' => 'Type',
                 'sortable' => TRUE,
               ],
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.source',
+                'key' => 'source',
                 'dataType' => 'String',
                 'label' => 'Source',
                 'sortable' => TRUE,
               ],
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.receive_date',
+                'key' => 'receive_date',
                 'dataType' => 'Timestamp',
                 'label' => 'Date',
                 'sortable' => TRUE,
               ],
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date',
+                'key' => 'thankyou_date',
                 'dataType' => 'Timestamp',
-                'label' => 'Thank-You Sent',
+                'label' => 'Thank-you Sent',
                 'sortable' => TRUE,
-                'rewrite' => '{if "[CaseSalesOrderContribution_Contribution_contribution_id_01.thankyou_date]"} Yes {else} No {/if}',
+                'rewrite' => '{if "[thankyou_date]"} Yes {else} No {/if}',
               ],
               [
                 'type' => 'field',
-                'key' => 'CaseSalesOrderContribution_Contribution_contribution_id_01.contribution_status_id:label',
+                'key' => 'contribution_status_id:label',
                 'dataType' => 'Integer',
                 'label' => 'Status',
                 'sortable' => TRUE,
@@ -545,7 +543,7 @@
                   [
                     'entity' => 'Contribution',
                     'action' => 'view',
-                    'join' => 'CaseSalesOrderContribution_Contribution_contribution_id_01',
+                    'join' => '',
                     'target' => 'crm-popup',
                     'icon' => 'fa-external-link',
                     'text' => 'View',
@@ -556,7 +554,7 @@
                   [
                     'entity' => 'Contribution',
                     'action' => 'update',
-                    'join' => 'CaseSalesOrderContribution_Contribution_contribution_id_01',
+                    'join' => '',
                     'target' => 'crm-popup',
                     'icon' => 'fa-pencil',
                     'text' => 'Edit',
@@ -565,15 +563,15 @@
                     'condition' => [],
                   ],
                   [
-                    'path' => 'civicrm/contribute/invoice/email/?reset=1&id=[contribution_id]&select=email',
-                    'icon' => 'fa-paper-plane-o',
-                    'text' => 'Send By Email',
-                    'style' => 'default',
-                    'condition' => [],
                     'entity' => '',
                     'action' => '',
                     'join' => '',
                     'target' => 'crm-popup',
+                    'icon' => 'fa-paper-plane-o',
+                    'text' => 'Send By Email',
+                    'style' => 'default',
+                    'path' => 'civicrm/contribute/invoice/email/?reset=1&id=[id]&select=email',
+                    'condition' => [],
                   ],
                 ],
                 'type' => 'menu',
@@ -588,7 +586,6 @@
     ],
 ];
 
-
 $searchKitIsInstalled = 'installed' ===
 CRM_Extension_System::singleton()->getManager()->getStatus('org.civicrm.search_kit');
 if ($searchKitIsInstalled) {

From 9179b699fe837ad11d3afb7ff6b04ed16f44733a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 13 Sep 2023 16:22:28 +0100
Subject: [PATCH 153/199] BTHAB-184: Link sales order with contribution using
 opoortunity details fields

---
 .../AddSalesOrderLineItemsToContribution.php  |  2 ++
 .../ContributionCreateAction.php              | 12 +++++++++++
 js/sales-order-contribution.js                | 20 +++++++++++++++++++
 3 files changed, 34 insertions(+)

diff --git a/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php b/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
index 50c5c8bbd..26c5b1974 100644
--- a/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
+++ b/CRM/Civicase/Hook/BuildForm/AddSalesOrderLineItemsToContribution.php
@@ -36,6 +36,8 @@ public function run(CRM_Core_Form &$form, $formName) {
         'to_be_invoiced' => $toBeInvoiced,
         'percent_value' => $percentValue,
         'line_items' => json_encode($lineItems),
+        'quotation_custom_field' => CRM_Core_BAO_CustomField::getCustomFieldID('Quotation', 'Opportunity_Details', TRUE),
+        'case_custom_field' => CRM_Core_BAO_CustomField::getCustomFieldID('Case_Opportunity', 'Opportunity_Details', TRUE),
       ]);
   }
 
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index d3d134586..38bffa9bd 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -4,6 +4,7 @@
 
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
+use Civi\Api4\Contribution as Api4Contribution;
 use Civi\Api4\Generic\AbstractAction;
 use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
@@ -178,6 +179,17 @@ private function linkCaseSalesOrderToContribution(int $salesOrderId, int $contri
       ->addValue('percent_value', $this->percentValue)
       ->addValue('contribution_id', $contributionId)
       ->execute();
+
+    $salesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->first();
+
+    Api4Contribution::update()
+      ->addValue('Opportunity_Details.Case_Opportunity', $salesOrder['case_id'])
+      ->addValue('Opportunity_Details.Quotation', $salesOrderId)
+      ->addWhere('id', '=', $contributionId)
+      ->execute();
   }
 
   /**
diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 1a74e349f..889d15593 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -1,4 +1,14 @@
 (function ($, _) {
+  const waitForElement = function ($, elementPath, callBack) {
+    window.setTimeout(function () {
+      if ($(elementPath).length) {
+        callBack($, $(elementPath));
+      } else {
+        window.waitForElement($, elementPath, callBack);
+      }
+    }, 500);
+  };
+
   $(document).one('crmLoad', function () {
     const params = CRM.vars['uk.co.compucorp.civicase'];
     const salesOrderId = params.sales_order;
@@ -6,6 +16,8 @@
     const percentValue = params.percent_value;
     const toBeInvoiced = params.to_be_invoiced;
     const lineItems = JSON.parse(params.line_items);
+    const caseCustomField = params.case_custom_field;
+    const quotationCustomField = params.quotation_custom_field;
     let count = 0;
 
     const apiRequest = {};
@@ -37,6 +49,14 @@
         $(`<input type="hidden" value="${percentValue}" name="percent_value" />`).insertBefore('#source');
         $(`<input type="hidden" value="${salesOrderStatusId}" name="sales_order_status_id" />`).insertBefore('#source');
         $('#totalAmount, #totalAmountORaddLineitem, #totalAmountORPriceSet, #price_set_id, #choose-manual').hide();
+
+        waitForElement($, `[name^=${quotationCustomField}_]`, function ($, elem) {
+          $(`[name^=${quotationCustomField}_]`).val(caseSalesOrder.id).trigger('change');
+        });
+
+        waitForElement($, `[name^=${caseCustomField}_]`, function ($, elem) {
+          $(`[name^=${caseCustomField}_]`).val(caseSalesOrder.case_id).trigger('change');
+        });
       });
     }
 

From fa5a16380cac6e96a1537565fdd364b0cb975f99 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 18 Sep 2023 09:48:39 +0100
Subject: [PATCH 154/199] BTHAB-184: Allow CIviCRM to manage the custom group

---
 managed/CustomGroup_Contribution_OpportunityDetails.mgd.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php b/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php
index bb4ac2314..69534234a 100644
--- a/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php
+++ b/managed/CustomGroup_Contribution_OpportunityDetails.mgd.php
@@ -29,7 +29,7 @@
         'max_multiple' => NULL,
         'collapse_adv_display' => TRUE,
         'created_date' => '2023-09-12 13:08:59',
-        'is_reserved' => TRUE,
+        'is_reserved' => FALSE,
         'is_public' => FALSE,
         'icon' => '',
         'extends_entity_column_id' => NULL,

From 325d5710bf9b3ca682ab5b2f7c5e923bc389d09b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 18 Sep 2023 12:58:12 +0100
Subject: [PATCH 155/199] BTHAB-184: Convert opportunity details field to
 entity ref on custom data reload

---
 js/contribution-entityref-field.js | 18 ++++++++----------
 js/sales-order-contribution.js     | 19 +++++++------------
 2 files changed, 15 insertions(+), 22 deletions(-)

diff --git a/js/contribution-entityref-field.js b/js/contribution-entityref-field.js
index a1e236683..cd424a04a 100644
--- a/js/contribution-entityref-field.js
+++ b/js/contribution-entityref-field.js
@@ -1,20 +1,18 @@
 (function ($, _) {
   window.waitForElement = function ($, elementPath, callBack) {
-    window.setTimeout(function () {
-      if ($(elementPath).length) {
-        callBack($, $(elementPath));
-      } else {
-        window.waitForElement($, elementPath, callBack);
-      }
-    }, 500);
+    (new window.MutationObserver(function () {
+      callBack($, $(elementPath));
+    })).observe(document.querySelector(elementPath), {
+      attributes: true
+    });
   };
 
   $(document).one('crmLoad', function () {
     const entityRefCustomFields = CRM.vars.civicase.entityRefCustomFields ?? [];
 
-    entityRefCustomFields.forEach(field => {
-      /* eslint-disable no-undef */
-      waitForElement($, `[name^=${field.name}_]`, function ($, elem) {
+    /* eslint-disable no-undef */
+    waitForElement($, '#customData', function ($, elem) {
+      entityRefCustomFields.forEach(field => {
         $(`[name^=${field.name}_]`)
           .attr('placeholder', field.placeholder)
           .attr('disabled', false)
diff --git a/js/sales-order-contribution.js b/js/sales-order-contribution.js
index 889d15593..5de753872 100644
--- a/js/sales-order-contribution.js
+++ b/js/sales-order-contribution.js
@@ -1,12 +1,10 @@
 (function ($, _) {
   const waitForElement = function ($, elementPath, callBack) {
-    window.setTimeout(function () {
-      if ($(elementPath).length) {
-        callBack($, $(elementPath));
-      } else {
-        window.waitForElement($, elementPath, callBack);
-      }
-    }, 500);
+    (new window.MutationObserver(function () {
+      callBack($, $(elementPath));
+    })).observe(document.querySelector(elementPath), {
+      attributes: true
+    });
   };
 
   $(document).one('crmLoad', function () {
@@ -50,12 +48,9 @@
         $(`<input type="hidden" value="${salesOrderStatusId}" name="sales_order_status_id" />`).insertBefore('#source');
         $('#totalAmount, #totalAmountORaddLineitem, #totalAmountORPriceSet, #price_set_id, #choose-manual').hide();
 
-        waitForElement($, `[name^=${quotationCustomField}_]`, function ($, elem) {
-          $(`[name^=${quotationCustomField}_]`).val(caseSalesOrder.id).trigger('change');
-        });
-
-        waitForElement($, `[name^=${caseCustomField}_]`, function ($, elem) {
+        waitForElement($, '#customData', function ($, elem) {
           $(`[name^=${caseCustomField}_]`).val(caseSalesOrder.case_id).trigger('change');
+          $(`[name^=${quotationCustomField}_]`).val(caseSalesOrder.id).trigger('change');
         });
       });
     }

From 628fa9670794d878a9974ff5491367faaffd0a0b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 19 Sep 2023 09:51:18 +0100
Subject: [PATCH 156/199] BTHAB-184: Remove CaseSalesOrderContribution entity

---
 .../BAO/CaseSalesOrderContribution.php        |  31 --
 .../DAO/CaseSalesOrderContribution.php        | 269 ------------------
 .../Form/CaseSalesOrderContributionCreate.php |  10 +-
 .../Post/CreateSalesOrderContribution.php     |  10 -
 .../CaseSalesOrderLineItemsGenerator.php      |  14 +-
 .../ContributionCreateAction.php              |  11 -
 Civi/Api4/CaseSalesOrderContribution.php      |  16 --
 civicase.civix.php                            |   5 -
 sql/auto_install.sql                          |  19 --
 sql/auto_uninstall.sql                        |   1 -
 .../ContributionCreateActionTest.php          |  27 +-
 .../CaseSalesOrderContribution.entityType.php |  16 --
 .../Civicase/CaseSalesOrderContribution.xml   |  65 -----
 13 files changed, 24 insertions(+), 470 deletions(-)
 delete mode 100644 CRM/Civicase/BAO/CaseSalesOrderContribution.php
 delete mode 100644 CRM/Civicase/DAO/CaseSalesOrderContribution.php
 delete mode 100644 Civi/Api4/CaseSalesOrderContribution.php
 delete mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
 delete mode 100644 xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml

diff --git a/CRM/Civicase/BAO/CaseSalesOrderContribution.php b/CRM/Civicase/BAO/CaseSalesOrderContribution.php
deleted file mode 100644
index 8f1484f9a..000000000
--- a/CRM/Civicase/BAO/CaseSalesOrderContribution.php
+++ /dev/null
@@ -1,31 +0,0 @@
-<?php
-
-/**
- * CaseSalesOrderContribution BAO.
- */
-class CRM_Civicase_BAO_CaseSalesOrderContribution extends CRM_Civicase_DAO_CaseSalesOrderContribution {
-
-  /**
-   * Create a new CaseSalesOrderContribution based on array-data.
-   *
-   * @param array $params
-   *   Key-value pairs.
-   *
-   * @return CRM_Civicase_DAO_CaseSalesOrderContribution|null
-   *   Case sales order contribution instance.
-   */
-  public static function create(array $params) {
-    $className = 'CRM_Civicase_DAO_CaseSalesOrderContribution';
-    $entityName = 'CaseSalesOrderContribution';
-    $hook = empty($params['id']) ? 'create' : 'edit';
-
-    CRM_Utils_Hook::pre($hook, $entityName, CRM_Utils_Array::value('id', $params), $params);
-    $instance = new $className();
-    $instance->copyValues($params);
-    $instance->save();
-    CRM_Utils_Hook::post($hook, $entityName, $instance->id, $instance);
-
-    return $instance;
-  }
-
-}
diff --git a/CRM/Civicase/DAO/CaseSalesOrderContribution.php b/CRM/Civicase/DAO/CaseSalesOrderContribution.php
deleted file mode 100644
index c7be46e85..000000000
--- a/CRM/Civicase/DAO/CaseSalesOrderContribution.php
+++ /dev/null
@@ -1,269 +0,0 @@
-<?php
-
-/**
- * @package CRM
- * @copyright CiviCRM LLC https://civicrm.org/licensing
- *
- * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
- * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:714c7f79251d88e72e38c38e824131eb)
- */
-use CRM_Civicase_ExtensionUtil as E;
-
-/**
- * Database access object for the CaseSalesOrderContribution entity.
- */
-class CRM_Civicase_DAO_CaseSalesOrderContribution extends CRM_Core_DAO {
-  const EXT = E::LONG_NAME;
-  const TABLE_ADDED = '';
-
-  /**
-   * Static instance to hold the table name.
-   *
-   * @var string
-   */
-  public static $_tableName = 'civicase_sales_order_contribution';
-
-  /**
-   * Should CiviCRM log any modifications to this table in the civicrm_log table.
-   *
-   * @var bool
-   */
-  public static $_log = TRUE;
-
-  /**
-   * Unique CaseSalesOrderContribution ID
-   *
-   * @var int|string|null
-   *   (SQL type: int unsigned)
-   *   Note that values will be retrieved from the database as a string.
-   */
-  public $id;
-
-  /**
-   * FK to Case Sales Order
-   *
-   * @var int|string
-   *   (SQL type: int unsigned)
-   *   Note that values will be retrieved from the database as a string.
-   */
-  public $case_sales_order_id;
-
-  /**
-   * ID of Contribution
-   *
-   * @var int|string
-   *   (SQL type: int unsigned)
-   *   Note that values will be retrieved from the database as a string.
-   */
-  public $contribution_id;
-
-  /**
-   * Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid
-   *
-   * @var string
-   *   (SQL type: varchar(20))
-   *   Note that values will be retrieved from the database as a string.
-   */
-  public $to_be_invoiced;
-
-  /**
-   * The percentage value if to_be_invoiced is percent
-   *
-   * @var float|string
-   *   (SQL type: decimal(20,2))
-   *   Note that values will be retrieved from the database as a string.
-   */
-  public $percent_value;
-
-  /**
-   * Class constructor.
-   */
-  public function __construct() {
-    $this->__table = 'civicase_sales_order_contribution';
-    parent::__construct();
-  }
-
-  /**
-   * Returns localized title of this entity.
-   *
-   * @param bool $plural
-   *   Whether to return the plural version of the title.
-   */
-  public static function getEntityTitle($plural = FALSE) {
-    return $plural ? E::ts('Quotation Contributions') : E::ts('Quotation Contribution');
-  }
-
-  /**
-   * Returns foreign keys and entity references.
-   *
-   * @return array
-   *   [CRM_Core_Reference_Interface]
-   */
-  public static function getReferenceColumns() {
-    if (!isset(Civi::$statics[__CLASS__]['links'])) {
-      Civi::$statics[__CLASS__]['links'] = static::createReferenceColumns(__CLASS__);
-      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'case_sales_order_id', 'civicase_sales_order', 'id');
-      Civi::$statics[__CLASS__]['links'][] = new CRM_Core_Reference_Basic(self::getTableName(), 'contribution_id', 'civicrm_contribution', 'id');
-      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'links_callback', Civi::$statics[__CLASS__]['links']);
-    }
-    return Civi::$statics[__CLASS__]['links'];
-  }
-
-  /**
-   * Returns all the column names of this table
-   *
-   * @return array
-   */
-  public static function &fields() {
-    if (!isset(Civi::$statics[__CLASS__]['fields'])) {
-      Civi::$statics[__CLASS__]['fields'] = [
-        'id' => [
-          'name' => 'id',
-          'type' => CRM_Utils_Type::T_INT,
-          'description' => E::ts('Unique CaseSalesOrderContribution ID'),
-          'required' => TRUE,
-          'where' => 'civicase_sales_order_contribution.id',
-          'table_name' => 'civicase_sales_order_contribution',
-          'entity' => 'CaseSalesOrderContribution',
-          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-          'localizable' => 0,
-          'html' => [
-            'type' => 'Number',
-          ],
-          'readonly' => TRUE,
-          'add' => NULL,
-        ],
-        'case_sales_order_id' => [
-          'name' => 'case_sales_order_id',
-          'type' => CRM_Utils_Type::T_INT,
-          'description' => E::ts('FK to Case Sales Order'),
-          'required' => TRUE,
-          'where' => 'civicase_sales_order_contribution.case_sales_order_id',
-          'table_name' => 'civicase_sales_order_contribution',
-          'entity' => 'CaseSalesOrderContribution',
-          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-          'localizable' => 0,
-          'FKClassName' => 'CRM_Civicase_DAO_CaseSalesOrder',
-          'add' => NULL,
-        ],
-        'contribution_id' => [
-          'name' => 'contribution_id',
-          'type' => CRM_Utils_Type::T_INT,
-          'description' => E::ts('ID of Contribution'),
-          'required' => TRUE,
-          'where' => 'civicase_sales_order_contribution.contribution_id',
-          'table_name' => 'civicase_sales_order_contribution',
-          'entity' => 'CaseSalesOrderContribution',
-          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-          'localizable' => 0,
-          'FKClassName' => 'CRM_Contribute_DAO_Contribution',
-          'add' => NULL,
-        ],
-        'to_be_invoiced' => [
-          'name' => 'to_be_invoiced',
-          'type' => CRM_Utils_Type::T_STRING,
-          'title' => E::ts('To Be Invoiced'),
-          'description' => E::ts('Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid'),
-          'required' => TRUE,
-          'maxlength' => 20,
-          'size' => CRM_Utils_Type::MEDIUM,
-          'where' => 'civicase_sales_order_contribution.to_be_invoiced',
-          'table_name' => 'civicase_sales_order_contribution',
-          'entity' => 'CaseSalesOrderContribution',
-          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-          'localizable' => 0,
-          'add' => NULL,
-        ],
-        'percent_value' => [
-          'name' => 'percent_value',
-          'type' => CRM_Utils_Type::T_MONEY,
-          'title' => E::ts('Percent Value'),
-          'description' => E::ts('The percentage value if to_be_invoiced is percent'),
-          'required' => FALSE,
-          'precision' => [
-            20,
-            2,
-          ],
-          'where' => 'civicase_sales_order_contribution.percent_value',
-          'default' => '0',
-          'table_name' => 'civicase_sales_order_contribution',
-          'entity' => 'CaseSalesOrderContribution',
-          'bao' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-          'localizable' => 0,
-          'add' => NULL,
-        ],
-      ];
-      CRM_Core_DAO_AllCoreTables::invoke(__CLASS__, 'fields_callback', Civi::$statics[__CLASS__]['fields']);
-    }
-    return Civi::$statics[__CLASS__]['fields'];
-  }
-
-  /**
-   * Return a mapping from field-name to the corresponding key (as used in fields()).
-   *
-   * @return array
-   *   Array(string $name => string $uniqueName).
-   */
-  public static function &fieldKeys() {
-    if (!isset(Civi::$statics[__CLASS__]['fieldKeys'])) {
-      Civi::$statics[__CLASS__]['fieldKeys'] = array_flip(CRM_Utils_Array::collect('name', self::fields()));
-    }
-    return Civi::$statics[__CLASS__]['fieldKeys'];
-  }
-
-  /**
-   * Returns the names of this table
-   *
-   * @return string
-   */
-  public static function getTableName() {
-    return self::$_tableName;
-  }
-
-  /**
-   * Returns if this table needs to be logged
-   *
-   * @return bool
-   */
-  public function getLog() {
-    return self::$_log;
-  }
-
-  /**
-   * Returns the list of fields that can be imported
-   *
-   * @param bool $prefix
-   *
-   * @return array
-   */
-  public static function &import($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getImports(__CLASS__, '_sales_order_contribution', $prefix, []);
-    return $r;
-  }
-
-  /**
-   * Returns the list of fields that can be exported
-   *
-   * @param bool $prefix
-   *
-   * @return array
-   */
-  public static function &export($prefix = FALSE) {
-    $r = CRM_Core_DAO_AllCoreTables::getExports(__CLASS__, '_sales_order_contribution', $prefix, []);
-    return $r;
-  }
-
-  /**
-   * Returns the list of indices
-   *
-   * @param bool $localize
-   *
-   * @return array
-   */
-  public static function indices($localize = TRUE) {
-    $indices = [];
-    return ($localize && !empty($indices)) ? CRM_Core_DAO_AllCoreTables::multilingualize(__CLASS__, $indices) : $indices;
-  }
-
-}
diff --git a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
index de4154a96..6261a825b 100644
--- a/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
+++ b/CRM/Civicase/Form/CaseSalesOrderContributionCreate.php
@@ -1,7 +1,7 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution;
+use Civi\Api4\Contribution;
 use Civi\Api4\OptionValue;
 use CRM_Certificate_ExtensionUtil as E;
 
@@ -184,13 +184,13 @@ public function hasRemainingBalance() {
     }
 
     // Get all the previous contributions.
-    $caseSalesOrderContributions = CaseSalesOrderContribution::get()
-      ->addSelect('contribution_id', 'contribution_id.total_amount')
-      ->addWhere('case_sales_order_id.id', '=', $this->id)
+    $contributions = Contribution::get()
+      ->addSelect('total_amount')
+      ->addWhere('Opportunity_Details.Quotation', '=', $this->id)
       ->execute()
       ->jsonSerialize();
 
-    $paidTotal = array_sum(array_column($caseSalesOrderContributions, 'contribution_id.total_amount'));
+    $paidTotal = array_sum(array_column($contributions, 'total_amount'));
     $remainBalance = $caseSalesOrder['total_after_tax'] - $paidTotal;
     $remainBalance = round($remainBalance, 2);
 
diff --git a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
index e0bfdbcda..5b40d9419 100644
--- a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
+++ b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
@@ -1,7 +1,6 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution;
 
 /**
  * Handles sales order contribution post processing.
@@ -21,8 +20,6 @@ class CRM_Civicase_Hook_Post_CreateSalesOrderContribution {
    *   Object reference.
    */
   public function run($op, $objectName, $objectId, &$objectRef) {
-    $toBeInvoiced = CRM_Utils_Request::retrieve('to_be_invoiced', 'String');
-    $percentValue = CRM_Utils_Request::retrieve('percent_value', 'Float');
     $salesOrderId = CRM_Utils_Request::retrieve('sales_order', 'Integer');
     $salesOrderStatusId = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
 
@@ -32,13 +29,6 @@ public function run($op, $objectName, $objectId, &$objectRef) {
 
     $transaction = CRM_Core_Transaction::create();
     try {
-      CaseSalesOrderContribution::create()
-        ->addValue('case_sales_order_id', $salesOrderId)
-        ->addValue('to_be_invoiced', $toBeInvoiced)
-        ->addValue('percent_value', $percentValue)
-        ->addValue('contribution_id', $objectId)
-        ->execute();
-
       CaseSalesOrder::update()
         ->addWhere('id', '=', $salesOrderId)
         ->addValue('status_id', $salesOrderStatusId)
diff --git a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
index 495073583..63379b52d 100644
--- a/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderLineItemsGenerator.php
@@ -1,8 +1,8 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution;
 use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\Contribution;
 use Civi\Api4\LineItem;
 
 /**
@@ -21,7 +21,7 @@ class CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator {
   public array $salesOrder;
 
   /**
-   * Constructs CaseSalesOrderContribution service.
+   * Constructs CaseSalesOrderLineItemsGenerator service.
    */
   public function __construct(private int $salesOrderId, private string $type, private ?string $percentValue) {
     $this->setSalesOrder();
@@ -101,16 +101,16 @@ private function getLineItemForSalesOrder() {
   private function getPreviousContributionLineItem() {
     $previousItems = [];
 
-    $caseSalesOrderContributions = CaseSalesOrderContribution::get()
-      ->addSelect('contribution_id')
-      ->addWhere('case_sales_order_id.id', '=', $this->salesOrderId)
+    $contributions = Contribution::get()
+      ->addSelect('*',)
+      ->addWhere('Opportunity_Details.Quotation', '=', $this->salesOrderId)
       ->addChain('items', LineItem::get()
         ->addSelect('qty', 'unit_price', 'tax_amount', 'line_total', 'entity_table', 'label', 'financial_type_id')
-        ->addWhere('contribution_id', '=', '$contribution_id')
+        ->addWhere('contribution_id', '=', '$id')
     )
       ->execute();
 
-    foreach ($caseSalesOrderContributions as $contribution) {
+    foreach ($contributions as $contribution) {
       $items = $contribution['items'];
 
       if (empty($items)) {
diff --git a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
index 38bffa9bd..ce7c3e37a 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ContributionCreateAction.php
@@ -3,7 +3,6 @@
 namespace Civi\Api4\Action\CaseSalesOrder;
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
 use Civi\Api4\Contribution as Api4Contribution;
 use Civi\Api4\Generic\AbstractAction;
 use Civi\Api4\Generic\Result;
@@ -164,22 +163,12 @@ private function getDefaultPriceSetFields(): array {
   /**
    * Links sales order with contirbution.
    *
-   * This is done by inserting new row into the
-   * pivot table CaseSalesOrderContribution.
-   *
    * @param int $salesOrderId
    *   Sales Order Id.
    * @param int $contributionId
    *   Contribution ID.
    */
   private function linkCaseSalesOrderToContribution(int $salesOrderId, int $contributionId): void {
-    Api4CaseSalesOrderContribution::create()
-      ->addValue('case_sales_order_id', $salesOrderId)
-      ->addValue('to_be_invoiced', $this->toBeInvoiced)
-      ->addValue('percent_value', $this->percentValue)
-      ->addValue('contribution_id', $contributionId)
-      ->execute();
-
     $salesOrder = CaseSalesOrder::get()
       ->addWhere('id', '=', $salesOrderId)
       ->execute()
diff --git a/Civi/Api4/CaseSalesOrderContribution.php b/Civi/Api4/CaseSalesOrderContribution.php
deleted file mode 100644
index 55d6ccfdc..000000000
--- a/Civi/Api4/CaseSalesOrderContribution.php
+++ /dev/null
@@ -1,16 +0,0 @@
-<?php
-
-namespace Civi\Api4;
-
-use Civi\Api4\Generic\DAOEntity;
-
-/**
- * CaseSalesOrderContribution entity.
- *
- * Provided by the CiviCase extension.
- *
- * @package Civi\Api4
- */
-class CaseSalesOrderContribution extends DAOEntity {
-
-}
diff --git a/civicase.civix.php b/civicase.civix.php
index c8fde4a11..e3932e11e 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -315,11 +315,6 @@ function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
       'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
       'table' => 'civicase_sales_order',
     ],
-    'CRM_Civicase_DAO_CaseSalesOrderContribution' => [
-      'name' => 'CaseSalesOrderContribution',
-      'class' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-      'table' => 'civicase_sales_order_contribution',
-    ],
     'CRM_Civicase_DAO_CaseSalesOrderLine' => [
       'name' => 'CaseSalesOrderLine',
       'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index f75c23b31..aa06792c5 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -98,22 +98,3 @@ CREATE TABLE IF NOT EXISTS `civicase_sales_order_line` (
   CONSTRAINT FK_civicase_sales_order_line_product_id FOREIGN KEY (`product_id`) REFERENCES `civicrm_product`(`id`) ON DELETE SET NULL
 )
 ENGINE=InnoDB;
-
--- /*******************************************************
--- *
--- * civicase_sales_order_contribution
--- *
--- * Relationship between Case Sales Order and Contribution entity.
--- *
--- *******************************************************/
-CREATE TABLE IF NOT EXISTS `civicase_sales_order_contribution` (
-  `id` int unsigned NOT NULL AUTO_INCREMENT COMMENT 'Unique CaseSalesOrderContribution ID',
-  `case_sales_order_id` int unsigned NOT NULL COMMENT 'FK to Case Sales Order',
-  `contribution_id` int unsigned NOT NULL COMMENT 'ID of Contribution',
-  `to_be_invoiced` varchar(20) NOT NULL COMMENT 'Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid',
-  `percent_value` decimal(20,2) NULL DEFAULT 0 COMMENT 'The percentage value if to_be_invoiced is percent',
-  PRIMARY KEY (`id`),
-  CONSTRAINT FK_civicase_sales_order_contribution_case_sales_order_id FOREIGN KEY (`case_sales_order_id`) REFERENCES `civicase_sales_order`(`id`) ON DELETE CASCADE,
-  CONSTRAINT FK_civicase_sales_order_contribution_contribution_id FOREIGN KEY (`contribution_id`) REFERENCES `civicrm_contribution`(`id`) ON DELETE CASCADE
-)
-ENGINE=InnoDB;
diff --git a/sql/auto_uninstall.sql b/sql/auto_uninstall.sql
index 18e844bc9..80fb0b568 100644
--- a/sql/auto_uninstall.sql
+++ b/sql/auto_uninstall.sql
@@ -16,7 +16,6 @@
 SET FOREIGN_KEY_CHECKS=0;
 
 DROP TABLE IF EXISTS `civicase_sales_order_line`;
-DROP TABLE IF EXISTS `civicase_sales_order_contribution`;
 DROP TABLE IF EXISTS `civicase_sales_order`;
 DROP TABLE IF EXISTS `civicase_contactlock`;
 DROP TABLE IF EXISTS `civicrm_case_category_instance`;
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
index cc513ef69..41a8d5351 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/ContributionCreateActionTest.php
@@ -1,7 +1,7 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderContribution as Api4CaseSalesOrderContribution;
+use Civi\Api4\Contribution;
 use CRM_Civicase_Service_CaseSalesOrderLineItemsGenerator as CaseSalesOrderContribution;
 use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
 
@@ -57,12 +57,9 @@ public function testContributionCreateActionWillUpdateSalesOrderStatus() {
   }
 
   /**
-   * Ensures contribution create action will create expeted pivot row.
-   *
-   * I.e.
-   * Inserts a new row for each of the case sales order contribution.
+   * Ensures contribution create action will update contribution custom field.
    */
-  public function testContributionCreateActionWillInsertPivotRow() {
+  public function testContributionCreateActionWillUpdateCustomFields() {
     $ids = [];
 
     for ($i = 0; $i < rand(5, 11); $i++) {
@@ -79,14 +76,14 @@ public function testContributionCreateActionWillInsertPivotRow() {
       ->setFinancialTypeId('1')
       ->execute();
 
-    $salesOrderContributions = Api4CaseSalesOrderContribution::get()
-      ->addSelect('case_sales_order_id')
-      ->addWhere('case_sales_order_id.id', 'IN', $ids)
+    $contributions = Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('Opportunity_Details.Quotation', 'IN', $ids)
       ->execute()
       ->jsonSerialize();
 
-    $this->assertCount(count($ids), $salesOrderContributions);
-    $this->assertEmpty(array_diff(array_column($salesOrderContributions, 'case_sales_order_id'), $ids));
+    $this->assertCount(count($ids), $contributions);
+    $this->assertEmpty(array_diff(array_column($contributions, 'Opportunity_Details.Quotation'), $ids));
   }
 
   /**
@@ -122,13 +119,13 @@ public function testAppropriateContributionAmountIsCreated($expectedPercent, $co
         ->execute();
     }
 
-    $contributionAmounts = Api4CaseSalesOrderContribution::get()
-      ->addSelect('contribution_id', 'contribution_id.total_amount')
-      ->addWhere('case_sales_order_id.id', '=', $salesOrder['id'])
+    $contributionAmounts = Contribution::get()
+      ->addSelect('total_amount')
+      ->addWhere('Opportunity_Details.Quotation', '=', $salesOrder['id'])
       ->execute()
       ->jsonSerialize();
 
-    $paidTotal = array_sum(array_column($contributionAmounts, 'contribution_id.total_amount'));
+    $paidTotal = array_sum(array_column($contributionAmounts, 'total_amount'));
 
     // We can only guarantee that the value will be equal to 1 decimal place.
     $this->assertEquals(round(($expectedPercent * $computedTotal['totalAfterTax']) / 100, 1), round($paidTotal, 1));
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
deleted file mode 100644
index 016d22b68..000000000
--- a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.entityType.php
+++ /dev/null
@@ -1,16 +0,0 @@
-<?php
-
-/**
- * @file
- * This file declares a new entity type.
- *
- * Https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes.
- */
-
-return [
-  [
-    'name' => 'CaseSalesOrderContribution',
-    'class' => 'CRM_Civicase_DAO_CaseSalesOrderContribution',
-    'table' => 'civicase_sales_order_contribution',
-  ],
-];
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml b/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
deleted file mode 100644
index f9848fd3a..000000000
--- a/xml/schema/CRM/Civicase/CaseSalesOrderContribution.xml
+++ /dev/null
@@ -1,65 +0,0 @@
-<?xml version="1.0" encoding="iso-8859-1" ?>
-
-<table>
-  <base>CRM/Civicase</base>
-  <class>CaseSalesOrderContribution</class>
-  <name>civicase_sales_order_contribution</name>
-  <comment>Relationship between Case Sales Order and Contribution entity.</comment>
-  <log>true</log>
-
-  <field>
-    <name>id</name>
-    <type>int unsigned</type>
-    <required>true</required>
-    <comment>Unique CaseSalesOrderContribution ID</comment>
-    <html>
-      <type>Number</type>
-    </html>
-  </field>
-  <primaryKey>
-    <name>id</name>
-    <autoincrement>true</autoincrement>
-  </primaryKey>
-
-  <field>
-    <name>case_sales_order_id</name>
-    <type>int unsigned</type>
-    <required>true</required>
-    <comment>FK to Case Sales Order</comment>
-  </field>
-  <foreignKey>
-    <name>case_sales_order_id</name>
-    <table>civicase_sales_order</table>
-    <key>id</key>
-    <onDelete>CASCADE</onDelete>
-  </foreignKey>
-
-  <field>
-    <name>contribution_id</name>
-    <type>int unsigned</type>
-    <required>true</required>
-    <comment>ID of Contribution</comment>
-  </field>
-  <foreignKey>
-    <name>contribution_id</name>
-    <table>civicrm_contribution</table>
-    <key>id</key>
-    <onDelete>CASCADE</onDelete>
-  </foreignKey>
-
-  <field>
-    <name>to_be_invoiced</name>
-    <type>varchar</type>
-    <length>20</length>
-    <required>true</required>
-    <comment>Either percent ,i.e. certain percentage of the total_amount or remain, i.e. the remaining amount to be paid</comment>
-  </field>
-
-  <field>
-    <name>percent_value</name>
-    <type>decimal</type>
-    <required>false</required>
-    <default>0</default>
-    <comment>The percentage value if to_be_invoiced is percent</comment>
-  </field>
-</table>

From 0caf5ce019e46fb5fb467aa5b6182a70d27def4c Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 19 Sep 2023 09:57:43 +0100
Subject: [PATCH 157/199] BTHAB-184: Include ID in casesalesorder getlist label

---
 api/v3/CaseSalesOrder/Getlist.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/v3/CaseSalesOrder/Getlist.php b/api/v3/CaseSalesOrder/Getlist.php
index b9464d1af..612cc9499 100644
--- a/api/v3/CaseSalesOrder/Getlist.php
+++ b/api/v3/CaseSalesOrder/Getlist.php
@@ -75,7 +75,7 @@ function _civicrm_api3_case_sales_order_getlist_output($result, $request) {
 
       $data = [
         'id' => $row[$request['id_field']],
-        'label' => "Client: {$caseSalesOrder['contact.display_name']}",
+        'label' => "ID: {$caseSalesOrder['id']}, Client: {$caseSalesOrder['contact.display_name']}",
         'description' => [
           strip_tags($row['description']),
         ],

From b5f58168acb63ad9b32ea52ced2c85ab6ed86175 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:31:15 +0100
Subject: [PATCH 158/199] BTHAB-185: Remove unnecessary upgrader

---
 CRM/Civicase/Upgrader/Steps/Step0020.php | 30 ------------------------
 1 file changed, 30 deletions(-)
 delete mode 100644 CRM/Civicase/Upgrader/Steps/Step0020.php

diff --git a/CRM/Civicase/Upgrader/Steps/Step0020.php b/CRM/Civicase/Upgrader/Steps/Step0020.php
deleted file mode 100644
index 1011d2db4..000000000
--- a/CRM/Civicase/Upgrader/Steps/Step0020.php
+++ /dev/null
@@ -1,30 +0,0 @@
-<?php
-
-/**
- * Add custom fields.
- */
-class CRM_Civicase_Upgrader_Steps_Step0020 {
-
-  /**
-   * Runs the upgrader changes.
-   *
-   * @return bool
-   *   Return value in boolean.
-   */
-  public function apply() {
-    try {
-      (new CRM_Civicase_Setup_Manage_MembershipTypeCustomFieldManager())->create();
-    }
-    catch (\Throwable $th) {
-      \Civi::log()->error('Error upgrading Civicase', [
-        'context' => [
-          'backtrace' => $th->getTraceAsString(),
-          'message' => $th->getMessage(),
-        ],
-      ]);
-    }
-
-    return TRUE;
-  }
-
-}

From 5e67e53434535f82fad23499be6b354bde851ce9 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:35:27 +0100
Subject: [PATCH 159/199] BTHAB-185: Upgrade civix from version 22.05.2 to
 23.02.1

---
 CRM/Civicase/Upgrader.php              |  15 +-
 CRM/Civicase/Upgrader/Base.php         | 396 -------------------------
 civicase.civix.php                     | 142 +--------
 civicase.php                           |  37 ---
 info.xml                               |   6 +-
 mixin/entity-types-php@1.0.0.mixin.php |  36 +++
 mixin/smarty-v2@1.0.1.mixin.php        |  51 ++++
 7 files changed, 106 insertions(+), 577 deletions(-)
 delete mode 100644 CRM/Civicase/Upgrader/Base.php
 create mode 100644 mixin/entity-types-php@1.0.0.mixin.php
 create mode 100644 mixin/smarty-v2@1.0.1.mixin.php

diff --git a/CRM/Civicase/Upgrader.php b/CRM/Civicase/Upgrader.php
index d3de92044..d47880eeb 100644
--- a/CRM/Civicase/Upgrader.php
+++ b/CRM/Civicase/Upgrader.php
@@ -23,7 +23,7 @@
 /**
  * Collection of upgrade steps.
  */
-class CRM_Civicase_Upgrader extends CRM_Civicase_Upgrader_Base {
+class CRM_Civicase_Upgrader extends CRM_Extension_Upgrader_Base {
 
   // By convention, functions that look like "function upgrade_NNNN()" are
   // upgrade tasks. They are executed in order (like Drupal's hook_update_N).
@@ -516,13 +516,13 @@ public function hasPendingRevisions() {
    *
    * @inheritdoc
    */
-  public function enqueuePendingRevisions(CRM_Queue_Queue $queue) {
+  public function enqueuePendingRevisions() {
     $currentRevisionNum = (int) $this->getCurrentRevision();
     foreach ($this->getRevisions() as $revisionClass => $revisionNum) {
       if ($revisionNum <= $currentRevisionNum) {
         continue;
       }
-      $title = E::ts('Upgrade %1 to revision %2', [
+      $title = ts('Upgrade %1 to revision %2', [
         1 => $this->extensionName,
         2 => $revisionNum,
       ]);
@@ -531,13 +531,8 @@ public function enqueuePendingRevisions(CRM_Queue_Queue $queue) {
         [(new $revisionClass())],
         $title
       );
-      $queue->createItem($upgradeTask);
-      $setRevisionTask = new CRM_Queue_Task(
-        [get_class($this), '_queueAdapter'],
-        ['setCurrentRevision', $revisionNum],
-        $title
-      );
-      $queue->createItem($setRevisionTask);
+      $this->queue->createItem($upgradeTask);
+      $this->appendTask($title, 'setCurrentRevision', $revisionNum);
     }
   }
 
diff --git a/CRM/Civicase/Upgrader/Base.php b/CRM/Civicase/Upgrader/Base.php
deleted file mode 100644
index 1c8340902..000000000
--- a/CRM/Civicase/Upgrader/Base.php
+++ /dev/null
@@ -1,396 +0,0 @@
-<?php
-
-// AUTO-GENERATED FILE -- Civix may overwrite any changes made to this file
-use CRM_Civicase_ExtensionUtil as E;
-
-/**
- * Base class which provides helpers to execute upgrade logic
- */
-class CRM_Civicase_Upgrader_Base {
-
-  /**
-   * @var CRM_Civicase_Upgrader_Base
-   */
-  public static $instance;
-
-  /**
-   * @var CRM_Queue_TaskContext
-   */
-  protected $ctx;
-
-  /**
-   * @var string
-   *   eg 'com.example.myextension'
-   */
-  protected $extensionName;
-
-  /**
-   * @var string
-   *   full path to the extension's source tree
-   */
-  protected $extensionDir;
-
-  /**
-   * @var array
-   *   sorted numerically
-   */
-  private $revisions;
-
-  /**
-   * @var bool
-   *   Flag to clean up extension revision data in civicrm_setting
-   */
-  private $revisionStorageIsDeprecated = FALSE;
-
-  /**
-   * Obtain a reference to the active upgrade handler.
-   */
-  public static function instance() {
-    if (!self::$instance) {
-      self::$instance = new CRM_Civicase_Upgrader(
-        'uk.co.compucorp.civicase',
-        E::path()
-      );
-    }
-    return self::$instance;
-  }
-
-  /**
-   * Adapter that lets you add normal (non-static) member functions to the queue.
-   *
-   * Note: Each upgrader instance should only be associated with one
-   * task-context; otherwise, this will be non-reentrant.
-   *
-   * ```
-   * CRM_Civicase_Upgrader_Base::_queueAdapter($ctx, 'methodName', 'arg1', 'arg2');
-   * ```
-   */
-  public static function _queueAdapter() {
-    $instance = self::instance();
-    $args = func_get_args();
-    $instance->ctx = array_shift($args);
-    $instance->queue = $instance->ctx->queue;
-    $method = array_shift($args);
-    return call_user_func_array([$instance, $method], $args);
-  }
-
-  /**
-   * CRM_Civicase_Upgrader_Base constructor.
-   *
-   * @param $extensionName
-   * @param $extensionDir
-   */
-  public function __construct($extensionName, $extensionDir) {
-    $this->extensionName = $extensionName;
-    $this->extensionDir = $extensionDir;
-  }
-
-  // ******** Task helpers ********
-
-  /**
-   * Run a CustomData file.
-   *
-   * @param string $relativePath
-   *   the CustomData XML file path (relative to this extension's dir)
-   * @return bool
-   */
-  public function executeCustomDataFile($relativePath) {
-    $xml_file = $this->extensionDir . '/' . $relativePath;
-    return $this->executeCustomDataFileByAbsPath($xml_file);
-  }
-
-  /**
-   * Run a CustomData file
-   *
-   * @param string $xml_file
-   *   the CustomData XML file path (absolute path)
-   *
-   * @return bool
-   */
-  protected function executeCustomDataFileByAbsPath($xml_file) {
-    $import = new CRM_Utils_Migrate_Import();
-    $import->run($xml_file);
-    return TRUE;
-  }
-
-  /**
-   * Run a SQL file.
-   *
-   * @param string $relativePath
-   *   the SQL file path (relative to this extension's dir)
-   *
-   * @return bool
-   */
-  public function executeSqlFile($relativePath) {
-    CRM_Utils_File::sourceSQLFile(
-      CIVICRM_DSN,
-      $this->extensionDir . DIRECTORY_SEPARATOR . $relativePath
-    );
-    return TRUE;
-  }
-
-  /**
-   * Run the sql commands in the specified file.
-   *
-   * @param string $tplFile
-   *   The SQL file path (relative to this extension's dir).
-   *   Ex: "sql/mydata.mysql.tpl".
-   *
-   * @return bool
-   * @throws \CRM_Core_Exception
-   */
-  public function executeSqlTemplate($tplFile) {
-    // Assign multilingual variable to Smarty.
-    $upgrade = new CRM_Upgrade_Form();
-
-    $tplFile = CRM_Utils_File::isAbsolute($tplFile) ? $tplFile : $this->extensionDir . DIRECTORY_SEPARATOR . $tplFile;
-    $smarty = CRM_Core_Smarty::singleton();
-    $smarty->assign('domainID', CRM_Core_Config::domainID());
-    CRM_Utils_File::sourceSQLFile(
-      CIVICRM_DSN, $smarty->fetch($tplFile), NULL, TRUE
-    );
-    return TRUE;
-  }
-
-  /**
-   * Run one SQL query.
-   *
-   * This is just a wrapper for CRM_Core_DAO::executeSql, but it
-   * provides syntactic sugar for queueing several tasks that
-   * run different queries
-   *
-   * @return bool
-   */
-  public function executeSql($query, $params = []) {
-    // FIXME verify that we raise an exception on error
-    CRM_Core_DAO::executeQuery($query, $params);
-    return TRUE;
-  }
-
-  /**
-   * Syntactic sugar for enqueuing a task which calls a function in this class.
-   *
-   * The task is weighted so that it is processed
-   * as part of the currently-pending revision.
-   *
-   * After passing the $funcName, you can also pass parameters that will go to
-   * the function. Note that all params must be serializable.
-   */
-  public function addTask($title) {
-    $args = func_get_args();
-    $title = array_shift($args);
-    $task = new CRM_Queue_Task(
-      [get_class($this), '_queueAdapter'],
-      $args,
-      $title
-    );
-    return $this->queue->createItem($task, ['weight' => -1]);
-  }
-
-  // ******** Revision-tracking helpers ********
-
-  /**
-   * Determine if there are any pending revisions.
-   *
-   * @return bool
-   */
-  public function hasPendingRevisions() {
-    $revisions = $this->getRevisions();
-    $currentRevision = $this->getCurrentRevision();
-
-    if (empty($revisions)) {
-      return FALSE;
-    }
-    if (empty($currentRevision)) {
-      return TRUE;
-    }
-
-    return ($currentRevision < max($revisions));
-  }
-
-  /**
-   * Add any pending revisions to the queue.
-   *
-   * @param CRM_Queue_Queue $queue
-   */
-  public function enqueuePendingRevisions(CRM_Queue_Queue $queue) {
-    $this->queue = $queue;
-
-    $currentRevision = $this->getCurrentRevision();
-    foreach ($this->getRevisions() as $revision) {
-      if ($revision > $currentRevision) {
-        $title = E::ts('Upgrade %1 to revision %2', [
-          1 => $this->extensionName,
-          2 => $revision,
-        ]);
-
-        // note: don't use addTask() because it sets weight=-1
-
-        $task = new CRM_Queue_Task(
-          [get_class($this), '_queueAdapter'],
-          ['upgrade_' . $revision],
-          $title
-        );
-        $this->queue->createItem($task);
-
-        $task = new CRM_Queue_Task(
-          [get_class($this), '_queueAdapter'],
-          ['setCurrentRevision', $revision],
-          $title
-        );
-        $this->queue->createItem($task);
-      }
-    }
-  }
-
-  /**
-   * Get a list of revisions.
-   *
-   * @return array
-   *   revisionNumbers sorted numerically
-   */
-  public function getRevisions() {
-    if (!is_array($this->revisions)) {
-      $this->revisions = [];
-
-      $clazz = new ReflectionClass(get_class($this));
-      $methods = $clazz->getMethods();
-      foreach ($methods as $method) {
-        if (preg_match('/^upgrade_(.*)/', $method->name, $matches)) {
-          $this->revisions[] = $matches[1];
-        }
-      }
-      sort($this->revisions, SORT_NUMERIC);
-    }
-
-    return $this->revisions;
-  }
-
-  public function getCurrentRevision() {
-    $revision = CRM_Core_BAO_Extension::getSchemaVersion($this->extensionName);
-    if (!$revision) {
-      $revision = $this->getCurrentRevisionDeprecated();
-    }
-    return $revision;
-  }
-
-  private function getCurrentRevisionDeprecated() {
-    $key = $this->extensionName . ':version';
-    if ($revision = \Civi::settings()->get($key)) {
-      $this->revisionStorageIsDeprecated = TRUE;
-    }
-    return $revision;
-  }
-
-  public function setCurrentRevision($revision) {
-    CRM_Core_BAO_Extension::setSchemaVersion($this->extensionName, $revision);
-    // clean up legacy schema version store (CRM-19252)
-    $this->deleteDeprecatedRevision();
-    return TRUE;
-  }
-
-  private function deleteDeprecatedRevision() {
-    if ($this->revisionStorageIsDeprecated) {
-      $setting = new CRM_Core_BAO_Setting();
-      $setting->name = $this->extensionName . ':version';
-      $setting->delete();
-      CRM_Core_Error::debug_log_message("Migrated extension schema revision ID for {$this->extensionName} from civicrm_setting (deprecated) to civicrm_extension.\n");
-    }
-  }
-
-  // ******** Hook delegates ********
-
-  /**
-   * @see https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_install
-   */
-  public function onInstall() {
-    $files = glob($this->extensionDir . '/sql/*_install.sql');
-    if (is_array($files)) {
-      foreach ($files as $file) {
-        CRM_Utils_File::sourceSQLFile(CIVICRM_DSN, $file);
-      }
-    }
-    $files = glob($this->extensionDir . '/sql/*_install.mysql.tpl');
-    if (is_array($files)) {
-      foreach ($files as $file) {
-        $this->executeSqlTemplate($file);
-      }
-    }
-    $files = glob($this->extensionDir . '/xml/*_install.xml');
-    if (is_array($files)) {
-      foreach ($files as $file) {
-        $this->executeCustomDataFileByAbsPath($file);
-      }
-    }
-    if (is_callable([$this, 'install'])) {
-      $this->install();
-    }
-  }
-
-  /**
-   * @see https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_postInstall
-   */
-  public function onPostInstall() {
-    $revisions = $this->getRevisions();
-    if (!empty($revisions)) {
-      $this->setCurrentRevision(max($revisions));
-    }
-    if (is_callable([$this, 'postInstall'])) {
-      $this->postInstall();
-    }
-  }
-
-  /**
-   * @see https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_uninstall
-   */
-  public function onUninstall() {
-    $files = glob($this->extensionDir . '/sql/*_uninstall.mysql.tpl');
-    if (is_array($files)) {
-      foreach ($files as $file) {
-        $this->executeSqlTemplate($file);
-      }
-    }
-    if (is_callable([$this, 'uninstall'])) {
-      $this->uninstall();
-    }
-    $files = glob($this->extensionDir . '/sql/*_uninstall.sql');
-    if (is_array($files)) {
-      foreach ($files as $file) {
-        CRM_Utils_File::sourceSQLFile(CIVICRM_DSN, $file);
-      }
-    }
-  }
-
-  /**
-   * @see https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_enable
-   */
-  public function onEnable() {
-    // stub for possible future use
-    if (is_callable([$this, 'enable'])) {
-      $this->enable();
-    }
-  }
-
-  /**
-   * @see https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_disable
-   */
-  public function onDisable() {
-    // stub for possible future use
-    if (is_callable([$this, 'disable'])) {
-      $this->disable();
-    }
-  }
-
-  public function onUpgrade($op, CRM_Queue_Queue $queue = NULL) {
-    switch ($op) {
-      case 'check':
-        return [$this->hasPendingRevisions()];
-
-      case 'enqueue':
-        return $this->enqueuePendingRevisions($queue);
-
-      default:
-    }
-  }
-
-}
diff --git a/civicase.civix.php b/civicase.civix.php
index e3932e11e..5a4fb9350 100644
--- a/civicase.civix.php
+++ b/civicase.civix.php
@@ -24,7 +24,7 @@ class CRM_Civicase_ExtensionUtil {
    *   Translated text.
    * @see ts
    */
-  public static function ts($text, $params = []) {
+  public static function ts($text, $params = []): string {
     if (!array_key_exists('domain', $params)) {
       $params['domain'] = [self::LONG_NAME, NULL];
     }
@@ -41,7 +41,7 @@ public static function ts($text, $params = []) {
    *   Ex: 'http://example.org/sites/default/ext/org.example.foo'.
    *   Ex: 'http://example.org/sites/default/ext/org.example.foo/css/foo.css'.
    */
-  public static function url($file = NULL) {
+  public static function url($file = NULL): string {
     if ($file === NULL) {
       return rtrim(CRM_Core_Resources::singleton()->getUrl(self::LONG_NAME), '/');
     }
@@ -84,27 +84,17 @@ public static function findClass($suffix) {
  *
  * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_config
  */
-function _civicase_civix_civicrm_config(&$config = NULL) {
+function _civicase_civix_civicrm_config($config = NULL) {
   static $configured = FALSE;
   if ($configured) {
     return;
   }
   $configured = TRUE;
 
-  $template = CRM_Core_Smarty::singleton();
-
   $extRoot = __DIR__ . DIRECTORY_SEPARATOR;
-  $extDir = $extRoot . 'templates';
-
-  if (is_array($template->template_dir)) {
-    array_unshift($template->template_dir, $extDir);
-  }
-  else {
-    $template->template_dir = [$extDir, $template->template_dir];
-  }
-
   $include_path = $extRoot . PATH_SEPARATOR . get_include_path();
   set_include_path($include_path);
+  // Based on <compatibility>, this does not currently require mixin/polyfill.php.
 }
 
 /**
@@ -114,35 +104,7 @@ function _civicase_civix_civicrm_config(&$config = NULL) {
  */
 function _civicase_civix_civicrm_install() {
   _civicase_civix_civicrm_config();
-  if ($upgrader = _civicase_civix_upgrader()) {
-    $upgrader->onInstall();
-  }
-}
-
-/**
- * Implements hook_civicrm_postInstall().
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_postInstall
- */
-function _civicase_civix_civicrm_postInstall() {
-  _civicase_civix_civicrm_config();
-  if ($upgrader = _civicase_civix_upgrader()) {
-    if (is_callable([$upgrader, 'onPostInstall'])) {
-      $upgrader->onPostInstall();
-    }
-  }
-}
-
-/**
- * Implements hook_civicrm_uninstall().
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_uninstall
- */
-function _civicase_civix_civicrm_uninstall() {
-  _civicase_civix_civicrm_config();
-  if ($upgrader = _civicase_civix_upgrader()) {
-    $upgrader->onUninstall();
-  }
+  // Based on <compatibility>, this does not currently require mixin/polyfill.php.
 }
 
 /**
@@ -150,58 +112,9 @@ function _civicase_civix_civicrm_uninstall() {
  *
  * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_enable
  */
-function _civicase_civix_civicrm_enable() {
+function _civicase_civix_civicrm_enable(): void {
   _civicase_civix_civicrm_config();
-  if ($upgrader = _civicase_civix_upgrader()) {
-    if (is_callable([$upgrader, 'onEnable'])) {
-      $upgrader->onEnable();
-    }
-  }
-}
-
-/**
- * (Delegated) Implements hook_civicrm_disable().
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_disable
- * @return mixed
- */
-function _civicase_civix_civicrm_disable() {
-  _civicase_civix_civicrm_config();
-  if ($upgrader = _civicase_civix_upgrader()) {
-    if (is_callable([$upgrader, 'onDisable'])) {
-      $upgrader->onDisable();
-    }
-  }
-}
-
-/**
- * (Delegated) Implements hook_civicrm_upgrade().
- *
- * @param $op string, the type of operation being performed; 'check' or 'enqueue'
- * @param $queue CRM_Queue_Queue, (for 'enqueue') the modifiable list of pending up upgrade tasks
- *
- * @return mixed
- *   based on op. for 'check', returns array(boolean) (TRUE if upgrades are pending)
- *   for 'enqueue', returns void
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_upgrade
- */
-function _civicase_civix_civicrm_upgrade($op, CRM_Queue_Queue $queue = NULL) {
-  if ($upgrader = _civicase_civix_upgrader()) {
-    return $upgrader->onUpgrade($op, $queue);
-  }
-}
-
-/**
- * @return CRM_Civicase_Upgrader
- */
-function _civicase_civix_upgrader() {
-  if (!file_exists(__DIR__ . '/CRM/Civicase/Upgrader.php')) {
-    return NULL;
-  }
-  else {
-    return CRM_Civicase_Upgrader_Base::instance();
-  }
+  // Based on <compatibility>, this does not currently require mixin/polyfill.php.
 }
 
 /**
@@ -220,8 +133,8 @@ function _civicase_civix_insert_navigation_menu(&$menu, $path, $item) {
   if (empty($path)) {
     $menu[] = [
       'attributes' => array_merge([
-        'label'      => CRM_Utils_Array::value('name', $item),
-        'active'     => 1,
+        'label' => $item['name'] ?? NULL,
+        'active' => 1,
       ], $item),
     ];
     return TRUE;
@@ -285,40 +198,3 @@ function _civicase_civix_fixNavigationMenuItems(&$nodes, &$maxNavID, $parentID)
     }
   }
 }
-
-/**
- * (Delegated) Implements hook_civicrm_entityTypes().
- *
- * Find any *.entityType.php files, merge their content, and return.
- *
- * @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_entityTypes
- */
-function _civicase_civix_civicrm_entityTypes(&$entityTypes) {
-  $entityTypes = array_merge($entityTypes, [
-    'CRM_Civicase_DAO_CaseCategoryFeatures' => [
-      'name' => 'CaseCategoryFeatures',
-      'class' => 'CRM_Civicase_DAO_CaseCategoryFeatures',
-      'table' => 'civicrm_case_category_features',
-    ],
-    'CRM_Civicase_DAO_CaseCategoryInstance' => [
-      'name' => 'CaseCategoryInstance',
-      'class' => 'CRM_Civicase_DAO_CaseCategoryInstance',
-      'table' => 'civicrm_case_category_instance',
-    ],
-    'CRM_Civicase_DAO_CaseContactLock' => [
-      'name' => 'CaseContactLock',
-      'class' => 'CRM_Civicase_DAO_CaseContactLock',
-      'table' => 'civicase_contactlock',
-    ],
-    'CRM_Civicase_DAO_CaseSalesOrder' => [
-      'name' => 'CaseSalesOrder',
-      'class' => 'CRM_Civicase_DAO_CaseSalesOrder',
-      'table' => 'civicase_sales_order',
-    ],
-    'CRM_Civicase_DAO_CaseSalesOrderLine' => [
-      'name' => 'CaseSalesOrderLine',
-      'class' => 'CRM_Civicase_DAO_CaseSalesOrderLine',
-      'table' => 'civicase_sales_order_line',
-    ],
-  ]);
-}
diff --git a/civicase.php b/civicase.php
index 16d0e00d1..17bc40215 100644
--- a/civicase.php
+++ b/civicase.php
@@ -100,24 +100,6 @@ function civicase_civicrm_install() {
   _civicase_civix_civicrm_install();
 }
 
-/**
- * Implements hook_civicrm_postInstall().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_postInstall
- */
-function civicase_civicrm_postInstall() {
-  _civicase_civix_civicrm_postInstall();
-}
-
-/**
- * Implements hook_civicrm_uninstall().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_uninstall
- */
-function civicase_civicrm_uninstall() {
-  _civicase_civix_civicrm_uninstall();
-}
-
 /**
  * Implements hook_civicrm_enable().
  *
@@ -127,24 +109,6 @@ function civicase_civicrm_enable() {
   _civicase_civix_civicrm_enable();
 }
 
-/**
- * Implements hook_civicrm_disable().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_disable
- */
-function civicase_civicrm_disable() {
-  _civicase_civix_civicrm_disable();
-}
-
-/**
- * Implements hook_civicrm_upgrade().
- *
- * @link http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_upgrade
- */
-function civicase_civicrm_upgrade($op, CRM_Queue_Queue $queue = NULL) {
-  return _civicase_civix_civicrm_upgrade($op, $queue);
-}
-
 /**
  * Implements hook_civicrm_alterMenu().
  *
@@ -453,7 +417,6 @@ function civicase_civicrm_selectWhereClause($entity, &$clauses) {
  * Implements hook_civicrm_entityTypes().
  */
 function civicase_civicrm_entityTypes(&$entityTypes) {
-  _civicase_civix_civicrm_entityTypes($entityTypes);
   _civicase_add_case_category_case_type_entity($entityTypes);
 }
 
diff --git a/info.xml b/info.xml
index 80fa36923..d407e1ce5 100644
--- a/info.xml
+++ b/info.xml
@@ -26,10 +26,11 @@
   </comments>
   <classloader>
     <psr4 prefix="Civi\" path="Civi"/>
+    <psr0 prefix="CRM_" path="."/>
   </classloader>
   <civix>
     <namespace>CRM/Civicase</namespace>
-    <format>22.05.2</format>
+    <format>23.02.1</format>
   </civix>
   <requires>
     <ext>org.civicrm.shoreditch</ext>
@@ -41,5 +42,8 @@
     <mixin>menu-xml@1.0.0</mixin>
     <mixin>mgd-php@1.0.0</mixin>
     <mixin>setting-php@1.0.0</mixin>
+    <mixin>smarty-v2@1.0.1</mixin>
+    <mixin>entity-types-php@1.0.0</mixin>
   </mixins>
+  <upgrader>CRM_Civicase_Upgrader</upgrader>
 </extension>
diff --git a/mixin/entity-types-php@1.0.0.mixin.php b/mixin/entity-types-php@1.0.0.mixin.php
new file mode 100644
index 000000000..8ec4203df
--- /dev/null
+++ b/mixin/entity-types-php@1.0.0.mixin.php
@@ -0,0 +1,36 @@
+<?php
+
+/**
+ * Auto-register entity declarations from `xml/schema/...*.entityType.php`.
+ *
+ * @mixinName entity-types-php
+ * @mixinVersion 1.0.0
+ * @since 5.57
+ *
+ * @param CRM_Extension_MixInfo $mixInfo
+ *   On newer deployments, this will be an instance of MixInfo. On older deployments, Civix may polyfill with a work-a-like.
+ * @param \CRM_Extension_BootCache $bootCache
+ *   On newer deployments, this will be an instance of MixInfo. On older deployments, Civix may polyfill with a work-a-like.
+ */
+return function ($mixInfo, $bootCache) {
+
+  /**
+   * @param \Civi\Core\Event\GenericHookEvent $e
+   * @see CRM_Utils_Hook::entityTypes()
+   */
+  Civi::dispatcher()->addListener('hook_civicrm_entityTypes', function ($e) use ($mixInfo) {
+    // When deactivating on a polyfill/pre-mixin system, listeners may not cleanup automatically.
+    if (!$mixInfo->isActive() || !is_dir($mixInfo->getPath('xml/schema/CRM'))) {
+      return;
+    }
+
+    $files = (array) glob($mixInfo->getPath('xml/schema/CRM/*/*.entityType.php'));
+    foreach ($files as $file) {
+      $entities = include $file;
+      foreach ($entities as $entity) {
+        $e->entityTypes[$entity['class']] = $entity;
+      }
+    }
+  });
+
+};
diff --git a/mixin/smarty-v2@1.0.1.mixin.php b/mixin/smarty-v2@1.0.1.mixin.php
new file mode 100644
index 000000000..5972dbdc5
--- /dev/null
+++ b/mixin/smarty-v2@1.0.1.mixin.php
@@ -0,0 +1,51 @@
+<?php
+
+/**
+ * Auto-register "templates/" folder.
+ *
+ * @mixinName smarty-v2
+ * @mixinVersion 1.0.1
+ * @since 5.59
+ *
+ * @param CRM_Extension_MixInfo $mixInfo
+ *   On newer deployments, this will be an instance of MixInfo. On older deployments, Civix may polyfill with a work-a-like.
+ * @param \CRM_Extension_BootCache $bootCache
+ *   On newer deployments, this will be an instance of MixInfo. On older deployments, Civix may polyfill with a work-a-like.
+ */
+return function ($mixInfo, $bootCache) {
+  $dir = $mixInfo->getPath('templates');
+  if (!file_exists($dir)) {
+    return;
+  }
+
+  $register = function() use ($dir) {
+    // This implementation has a theoretical edge-case bug on older versions of CiviCRM where a template could
+    // be registered more than once.
+    CRM_Core_Smarty::singleton()->addTemplateDir($dir);
+  };
+
+  // Let's figure out what environment we're in -- so that we know the best way to call $register().
+
+  if (!empty($GLOBALS['_CIVIX_MIXIN_POLYFILL'])) {
+    // Polyfill Loader (v<=5.45): We're already in the middle of firing `hook_config`.
+    if ($mixInfo->isActive()) {
+      $register();
+    }
+    return;
+  }
+
+  if (CRM_Extension_System::singleton()->getManager()->extensionIsBeingInstalledOrEnabled($mixInfo->longName)) {
+    // New Install, Standard Loader: The extension has just been enabled, and we're now setting it up.
+    // System has already booted. New templates may be needed for upcoming installation steps.
+    $register();
+    return;
+  }
+
+  // Typical Pageview, Standard Loader: Defer the actual registration for a moment -- to ensure that Smarty is online.
+  \Civi::dispatcher()->addListener('hook_civicrm_config', function() use ($mixInfo, $register) {
+    if ($mixInfo->isActive()) {
+      $register();
+    }
+  });
+
+};

From 1fc29740a2fabc5c874063b543640a72d30efe78 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:41:05 +0100
Subject: [PATCH 160/199] BTHAB-185: Add new entities to case sales order

Include regenerating boilerplate code
---
 CRM/Civicase/DAO/CaseSalesOrder.php        | 60 +++++++++++++++++++++-
 sql/auto_install.sql                       |  2 +
 xml/schema/CRM/Civicase/CaseSalesOrder.xml | 28 ++++++++++
 3 files changed, 89 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/DAO/CaseSalesOrder.php b/CRM/Civicase/DAO/CaseSalesOrder.php
index 5a85f9e39..9e2304e13 100644
--- a/CRM/Civicase/DAO/CaseSalesOrder.php
+++ b/CRM/Civicase/DAO/CaseSalesOrder.php
@@ -6,7 +6,7 @@
  *
  * Generated from uk.co.compucorp.civicase/xml/schema/CRM/Civicase/CaseSalesOrder.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:555941e9f2d2bb4c81224d13c42ac043)
+ * (GenCodeChecksum:88cd4ea87464d1254915637375e0a5a5)
  */
 use CRM_Civicase_ExtensionUtil as E;
 
@@ -96,6 +96,24 @@ class CRM_Civicase_DAO_CaseSalesOrder extends CRM_Core_DAO {
    */
   public $status_id;
 
+  /**
+   * One of the values of the case_sales_order_invoicing_status option group
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $invoicing_status_id;
+
+  /**
+   * One of the values of the case_sales_order_payment_status option group
+   *
+   * @var int|string
+   *   (SQL type: int unsigned)
+   *   Note that values will be retrieved from the database as a string.
+   */
+  public $payment_status_id;
+
   /**
    * Sales order deesctiption
    *
@@ -313,6 +331,46 @@ public static function &fields() {
           ],
           'add' => NULL,
         ],
+        'invoicing_status_id' => [
+          'name' => 'invoicing_status_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('One of the values of the case_sales_order_invoicing_status option group'),
+          'required' => TRUE,
+          'where' => 'civicase_sales_order.invoicing_status_id',
+          'table_name' => 'civicase_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Select',
+            'label' => E::ts("Invoicing"),
+          ],
+          'pseudoconstant' => [
+            'optionGroupName' => 'case_sales_order_invoicing_status',
+            'optionEditPath' => 'civicrm/admin/options/case_sales_order_invoicing_status',
+          ],
+          'add' => NULL,
+        ],
+        'payment_status_id' => [
+          'name' => 'payment_status_id',
+          'type' => CRM_Utils_Type::T_INT,
+          'description' => E::ts('One of the values of the case_sales_order_payment_status option group'),
+          'required' => TRUE,
+          'where' => 'civicase_sales_order.payment_status_id',
+          'table_name' => 'civicase_sales_order',
+          'entity' => 'CaseSalesOrder',
+          'bao' => 'CRM_Civicase_DAO_CaseSalesOrder',
+          'localizable' => 0,
+          'html' => [
+            'type' => 'Select',
+            'label' => E::ts("Payments"),
+          ],
+          'pseudoconstant' => [
+            'optionGroupName' => 'case_sales_order_payment_status',
+            'optionEditPath' => 'civicrm/admin/options/case_sales_order_payment_status',
+          ],
+          'add' => NULL,
+        ],
         'description' => [
           'name' => 'description',
           'type' => CRM_Utils_Type::T_TEXT,
diff --git a/sql/auto_install.sql b/sql/auto_install.sql
index aa06792c5..c85f5274a 100644
--- a/sql/auto_install.sql
+++ b/sql/auto_install.sql
@@ -60,6 +60,8 @@ CREATE TABLE IF NOT EXISTS `civicase_sales_order` (
   `case_id` int unsigned COMMENT 'FK to Case',
   `currency` varchar(3) DEFAULT NULL COMMENT '3 character string, value from config setting or input via user.',
   `status_id` int unsigned NOT NULL COMMENT 'One of the values of the case_sales_order_status option group',
+  `invoicing_status_id` int unsigned NOT NULL COMMENT 'One of the values of the case_sales_order_invoicing_status option group',
+  `payment_status_id` int unsigned NOT NULL COMMENT 'One of the values of the case_sales_order_payment_status option group',
   `description` text NULL COMMENT 'Sales order deesctiption',
   `notes` text NULL COMMENT 'Sales order notes',
   `total_before_tax` decimal(20,2) NULL COMMENT 'Total amount of the sales order line items before tax deduction.',
diff --git a/xml/schema/CRM/Civicase/CaseSalesOrder.xml b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
index 13866e93e..e7a4630bb 100644
--- a/xml/schema/CRM/Civicase/CaseSalesOrder.xml
+++ b/xml/schema/CRM/Civicase/CaseSalesOrder.xml
@@ -110,6 +110,34 @@
     </html>
   </field>
 
+  <field>
+    <name>invoicing_status_id</name>
+    <type>int unsigned</type>
+    <comment>One of the values of the case_sales_order_invoicing_status option group</comment>
+    <required>true</required>
+    <pseudoconstant>
+      <optionGroupName>case_sales_order_invoicing_status</optionGroupName>
+    </pseudoconstant>
+    <html>
+      <label>Invoicing</label>
+      <type>Select</type>
+    </html>
+  </field>
+
+  <field>
+    <name>payment_status_id</name>
+    <type>int unsigned</type>
+    <comment>One of the values of the case_sales_order_payment_status option group</comment>
+    <required>true</required>
+    <pseudoconstant>
+      <optionGroupName>case_sales_order_payment_status</optionGroupName>
+    </pseudoconstant>
+    <html>
+      <label>Payments</label>
+      <type>Select</type>
+    </html>
+  </field>
+
   <field>
     <name>description</name>
     <type>text</type>

From 6d61c241eedcc191e46794fad654f2ef804ddc5c Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:42:40 +0100
Subject: [PATCH 161/199] BTHAB-185: Add option groups/values for invoicing and
 payment statuses

---
 .../Manage/CaseSalesOrderStatusManager.php    | 125 ++++++++++++++++--
 CRM/Civicase/Upgrader/Steps/Step0019.php      |   6 +-
 2 files changed, 121 insertions(+), 10 deletions(-)

diff --git a/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
index 71d9e6f5c..105c5bfe4 100644
--- a/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
+++ b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
@@ -5,7 +5,9 @@
  */
 class CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager extends CRM_Civicase_Setup_Manage_AbstractManager {
 
-  const NAME = 'case_sales_order_status';
+  const SALE_ORDER_STATUS_NAME = 'case_sales_order_status';
+  const SALE_ORDER_INVOICING_STATUS_NANE = 'case_sales_order_invoicing_status';
+  const SALE_ORDER_PAYMENT_STATUS_NANE = 'case_sales_order_payment_status';
 
   /**
    * Ensures Sales Order Status option group and default option values exists.
@@ -14,14 +16,23 @@ class CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager extends CRM_Civicase
    * for sales order.
    */
   public function create(): void {
+    $this->createSaleOrderStatus();
+    $this->createSaleOrderInvoicingStatus();
+    $this->createSaleOrderPaymentStatus();
+  }
+
+  /**
+   * Creates sale order status.
+   */
+  private function createSaleOrderStatus() {
     CRM_Core_BAO_OptionGroup::ensureOptionGroupExists([
-      'name' => self::NAME,
+      'name' => self::SALE_ORDER_STATUS_NAME,
       'title' => ts('Sales Order Status'),
       'is_reserved' => 1,
     ]);
 
     CRM_Core_BAO_OptionValue::ensureOptionValueExists([
-      'option_group_id' => self::NAME,
+      'option_group_id' => self::SALE_ORDER_STATUS_NAME,
       'name' => 'new',
       'label' => 'New',
       'is_default' => TRUE,
@@ -30,7 +41,7 @@ public function create(): void {
     ]);
 
     CRM_Core_BAO_OptionValue::ensureOptionValueExists([
-      'option_group_id' => self::NAME,
+      'option_group_id' => self::SALE_ORDER_STATUS_NAME,
       'name' => 'sent_to_client',
       'label' => 'Sent to client',
       'is_active' => TRUE,
@@ -38,7 +49,7 @@ public function create(): void {
     ]);
 
     CRM_Core_BAO_OptionValue::ensureOptionValueExists([
-      'option_group_id' => self::NAME,
+      'option_group_id' => self::SALE_ORDER_STATUS_NAME,
       'name' => 'accepted',
       'label' => 'Accepted',
       'is_active' => TRUE,
@@ -46,7 +57,7 @@ public function create(): void {
     ]);
 
     CRM_Core_BAO_OptionValue::ensureOptionValueExists([
-      'option_group_id' => self::NAME,
+      'option_group_id' => self::SALE_ORDER_STATUS_NAME,
       'name' => 'declined',
       'label' => 'Declined',
       'is_active' => TRUE,
@@ -54,13 +65,105 @@ public function create(): void {
     ]);
   }
 
+  /**
+   * Creates sale order invoicing status.
+   */
+  private function createSaleOrderInvoicingStatus() {
+    CRM_Core_BAO_OptionGroup::ensureOptionGroupExists([
+      'name' => self::SALE_ORDER_INVOICING_STATUS_NANE,
+      'title' => ts('Invoicing'),
+      'is_reserved' => 1,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_INVOICING_STATUS_NANE,
+      'name' => 'no_invoices',
+      'label' => 'No Invoices',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_INVOICING_STATUS_NANE,
+      'name' => 'partially_invoiced',
+      'label' => 'Partially Invoiced',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_INVOICING_STATUS_NANE,
+      'name' => 'fully_invoiced',
+      'label' => 'Fully Invoiced',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+  }
+
+  /**
+   * Creates sale order payments status.
+   */
+  private function createSaleOrderPaymentStatus() {
+    CRM_Core_BAO_OptionGroup::ensureOptionGroupExists([
+      'name' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'title' => ts('Payments'),
+      'is_reserved' => 1,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'name' => 'no_payments',
+      'label' => 'No Payments',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'name' => 'no_payments',
+      'label' => 'No Payments',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'name' => 'partially_paid',
+      'label' => 'Partially Paid',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'name' => 'fully_paid',
+      'label' => 'Fully Paid',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_PAYMENT_STATUS_NANE,
+      'name' => 'over_paid',
+      'label' => 'Over Paid',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+  }
+
   /**
    * Removes the entity.
    */
   public function remove(): void {
     civicrm_api3('OptionGroup', 'get', [
       'return' => ['id'],
-      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'name' => [
+        'IN' => [
+          self::SALE_ORDER_STATUS_NAME,
+          self::SALE_ORDER_INVOICING_STATUS_NANE,
+          self::SALE_ORDER_PAYMENT_STATUS_NANE,
+        ],
+      ],
       'api.OptionGroup.delete' => ['id' => '$value.id'],
     ]);
   }
@@ -71,7 +174,13 @@ public function remove(): void {
   protected function toggle($status): void {
     civicrm_api3('OptionGroup', 'get', [
       'sequential' => 1,
-      'name' => CRM_Civicase_Service_CaseTypeCategoryFeatures::NAME,
+      'name' => [
+        'IN' => [
+          self::SALE_ORDER_STATUS_NAME,
+          self::SALE_ORDER_INVOICING_STATUS_NANE,
+          self::SALE_ORDER_PAYMENT_STATUS_NANE,
+        ],
+      ],
       'api.OptionGroup.create' => ['id' => '$value.id', 'is_active' => $status],
     ]);
   }
diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
index 8139aefa2..c89186996 100644
--- a/CRM/Civicase/Upgrader/Steps/Step0019.php
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -1,8 +1,9 @@
 <?php
 
-use CRM_Civicase_Setup_Manage_QuotationTemplateManager as QuotationTemplateManager;
-use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryManager;
 use CRM_Civicase_Setup_Manage_CaseSalesOrderStatusManager as CaseSalesOrderStatusManager;
+use CRM_Civicase_Setup_Manage_CaseTypeCategoryFeaturesManager as CaseTypeCategoryManager;
+use CRM_Civicase_Setup_Manage_MembershipTypeCustomFieldManager as MembershipTypeCustomFieldManager;
+use CRM_Civicase_Setup_Manage_QuotationTemplateManager as QuotationTemplateManager;
 
 /**
  * Update menus with new URL.
@@ -23,6 +24,7 @@ public function apply() {
       (new QuotationTemplateManager())->create();
       (new CaseTypeCategoryManager())->create();
       (new CaseSalesOrderStatusManager())->create();
+      (new MembershipTypeCustomFieldManager())->create();
     }
     catch (\Throwable $th) {
       \Civi::log()->error('Error upgrading Civicase', [

From 6f9f9d6bcd1dbc7b21bb4df217f6d480fba2bdf8 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:45:49 +0100
Subject: [PATCH 162/199] BTHAB-185: Add CaseSaleOrderContribution service

The service calculates statuses and amounts from the given sales order ID
---
 .../Service/CaseSaleOrderContribution.php     | 239 ++++++++++++++++++
 1 file changed, 239 insertions(+)
 create mode 100644 CRM/Civicase/Service/CaseSaleOrderContribution.php

diff --git a/CRM/Civicase/Service/CaseSaleOrderContribution.php b/CRM/Civicase/Service/CaseSaleOrderContribution.php
new file mode 100644
index 000000000..cc6c94c39
--- /dev/null
+++ b/CRM/Civicase/Service/CaseSaleOrderContribution.php
@@ -0,0 +1,239 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
+use Civi\Api4\OptionValue;
+
+/**
+ * Case Sale Order Contribution Service.
+ *
+ * This class provides calculations for payment and invoices that
+ * attached to the sale order.
+ */
+class CRM_Civicase_Service_CaseSaleOrderContribution {
+
+  /**
+   * Case Sales Order object.
+   *
+   * @var array|null
+   */
+  private ?array $salesOrder;
+  /**
+   * Case Sales Order payment status option values.
+   *
+   * @var array
+   */
+  private array $paymentStatusOptionValues;
+  /**
+   * Case Sales Order Invoicing status option values.
+   *
+   * @var array
+   */
+  private array $invoicingStatusOptionValues;
+  /**
+   * List of contributions that links to the sales order.
+   *
+   * @var array
+   */
+  private array $contributions;
+  /**
+   * Total invoiced amount.
+   *
+   * @var float
+   */
+  private float $totalInvoicedAmount;
+  /**
+   * Total payments amount.
+   *
+   * @var float
+   */
+  private float $totalPaymentsAmount;
+
+  /**
+   * Class constructor.
+   *
+   * @param string $salesOrderId
+   *   Sales Order ID.
+   *
+   * @throws API_Exception
+   * @throws CiviCRM_API3_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   */
+  public function __construct($salesOrderId) {
+    $this->salesOrder = $this->getSalesOrder($salesOrderId);
+    $this->paymentStatusOptionValues = $this->getOptionValues('case_sales_order_payment_status');
+    $this->invoicingStatusOptionValues = $this->getOptionValues('case_sales_order_invoicing_status');
+    $this->contributions = $this->getContributions();
+    $this->totalInvoicedAmount = $this->getTotalInvoicedAmount();
+    $this->totalPaymentsAmount = $this->getTotalPaymentsAmount();
+  }
+
+  /**
+   * Calculates total invoiced amount.
+   *
+   * @return float
+   *   Total invoiced amount.
+   */
+  public function calculateTotalInvoicedAmount(): float {
+
+    return $this->getTotalInvoicedAmount();
+  }
+
+  /**
+   * Calculates total paid amount.
+   *
+   * @return float
+   *   Total paid amounts.
+   */
+  public function calculateTotalPaidAmount(): float {
+    return $this->getTotalPaymentsAmount();
+  }
+
+  /**
+   * Calculates invoicing status.
+   *
+   * @return string
+   *   Invoicing status option value's value
+   */
+  public function calculateInvoicingStatus() {
+    if (empty($this->salesOrder) || empty($this->contributions)) {
+      return $this->getStatus('no_invoices', $this->invoicingStatusOptionValues);
+    }
+
+    $quotationTotalAmount = $this->salesOrder['total_after_tax'];
+    if ($this->totalInvoicedAmount < $quotationTotalAmount) {
+      return $this->getStatus('partially_invoiced', $this->invoicingStatusOptionValues);
+    }
+
+    return $this->getStatus('fully_invoiced', $this->invoicingStatusOptionValues);
+  }
+
+  /**
+   * Calculates payment status.
+   *
+   * @return string
+   *   Payment status option value's value
+   */
+  public function calculatePaymentStatus() {
+    if (empty($this->salesOrder) || empty($this->contributions)) {
+
+      return $this->getStatus('no_payments', $this->paymentStatusOptionValues);
+    }
+
+    if ($this->totalPaymentsAmount < $this->totalInvoicedAmount) {
+      return $this->getStatus('partially_paid', $this->paymentStatusOptionValues);
+    }
+
+    return $this->getStatus('fully_paid', $this->paymentStatusOptionValues);
+  }
+
+  /**
+   * Gets list of contributions from the sale order.
+   *
+   * @return array
+   *   List of contributions.
+   *
+   * @throws API_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   */
+  private function getContributions() {
+    return Contribution::get(FALSE)
+      ->addWhere('Opportunity_Details.Quotation', '=', $this->salesOrder['id'])
+      ->execute()
+      ->getArrayCopy();
+  }
+
+  /**
+   * Gets Sales Order by SaleOrder ID.
+   *
+   * @param string $saleOrderId
+   *   Sales Order ID.
+   *
+   * @return array|null
+   *   Sales Order array or null
+   *
+   * @throws API_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   */
+  private function getSalesOrder($saleOrderId) {
+    return CaseSalesOrder::get()
+      ->addWhere('id', '=', $saleOrderId)
+      ->execute()
+      ->first();
+  }
+
+  /**
+   * Gets option values by option group name.
+   *
+   * @param string $name
+   *   Option group name.
+   *
+   * @return array
+   *   Option values.
+   *
+   * @throws API_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   */
+  private function getOptionValues($name) {
+    return OptionValue::get()
+      ->addSelect('*')
+      ->addWhere('option_group_id:name', '=', $name)
+      ->execute()
+      ->getArrayCopy();
+  }
+
+  /**
+   * Gets total invoiced amount.
+   *
+   * @return float
+   *   Total invoiced amount.
+   */
+  private function getTotalInvoicedAmount(): float {
+    $totalInvoicedAmount = 0.0;
+    foreach ($this->contributions as $contribution) {
+      $totalInvoicedAmount += $contribution['total_amount'];
+    }
+
+    return $totalInvoicedAmount;
+  }
+
+  /**
+   * Gets total payments amount.
+   *
+   * @return float
+   *   Total payment amount.
+   */
+  private function getTotalPaymentsAmount(): float {
+    $totalPaymentsAmount = 0.0;
+    foreach ($this->contributions as $contribution) {
+      $payments = civicrm_api3('Payment', 'get', [
+        'sequential' => 1,
+        'contribution_id' => $contribution['id'],
+      ])['values'];
+
+      foreach ($payments as $payment) {
+        $totalPaymentsAmount += $payment['total_amount'];
+      }
+    }
+
+    return $totalPaymentsAmount;
+  }
+
+  /**
+   * Gets status (option values' value) from the given options.
+   *
+   * @param string $needle
+   *   Search value.
+   * @param array $options
+   *   Option value.
+   *
+   * @return string
+   *   Option values' value.
+   */
+  private function getStatus($needle, $options) {
+    $key = array_search($needle, array_column($options, 'name'));
+
+    return $options[$key]['value'];
+  }
+
+}

From 61962806fdd1e18da412b44774cede0d3f2f799e Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:47:27 +0100
Subject: [PATCH 163/199] BTHAB-185: Add compu action for invoiced and paid
 amounts

---
 .../ComputeTotalAmountInvoicedAction.php      | 39 +++++++++++++++++++
 .../ComputeTotalAmountPaidAction.php          | 38 ++++++++++++++++++
 Civi/Api4/CaseSalesOrder.php                  | 36 +++++++++++++++--
 3 files changed, 110 insertions(+), 3 deletions(-)
 create mode 100644 Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
 create mode 100644 Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php

diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
new file mode 100644
index 000000000..a7be9c48c
--- /dev/null
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
@@ -0,0 +1,39 @@
+<?php
+
+namespace Civi\Api4\Action\CaseSalesOrder;
+
+use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Result;
+use Civi\Api4\Generic\Traits\DAOActionTrait;
+
+/**
+ * Computes Total Amount Invoice Action.
+ */
+class ComputeTotalAmountInvoicedAction extends AbstractAction {
+  use DAOActionTrait;
+
+
+  /**
+   * Sales order ID.
+   */
+  protected string $salesOrderID;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function _run(Result $result) { // phpcs:ignore
+    if (!$this->salesOrderID) {
+      return;
+    }
+    $service = new \CRM_Civicase_Service_CaseSaleOrderContribution($this->salesOrderID);
+    $result['amount'] = $service->calculateTotalInvoicedAmount();
+  }
+
+  /**
+   * Sets Sales Order ID.
+   */
+  public function setSalesOrderId(string $salesOrderId) {
+    $this->salesOrderID = $salesOrderId;
+  }
+
+}
diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php
new file mode 100644
index 000000000..9fcf1b8a2
--- /dev/null
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php
@@ -0,0 +1,38 @@
+<?php
+
+namespace Civi\Api4\Action\CaseSalesOrder;
+
+use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Result;
+use Civi\Api4\Generic\Traits\DAOActionTrait;
+
+/**
+ * Computes Total Amount Paid Action.
+ */
+class ComputeTotalAmountPaidAction extends AbstractAction {
+  use DAOActionTrait;
+
+  /**
+   * Sales order ID.
+   */
+  protected string $salesOrderID;
+
+  /**
+   * {@inheritDoc}
+   */
+  public function _run(Result $result) { // phpcs:ignore
+    if (!$this->salesOrderID) {
+      return;
+    }
+    $service = new \CRM_Civicase_Service_CaseSaleOrderContribution($this->salesOrderID);
+    $result['amount'] = $service->calculateTotalPaidAmount();
+  }
+
+  /**
+   * Sets Sales Order ID.
+   */
+  public function setSalesOrderId(string $salesOrderId) {
+    $this->salesOrderID = $salesOrderId;
+  }
+
+}
diff --git a/Civi/Api4/CaseSalesOrder.php b/Civi/Api4/CaseSalesOrder.php
index 2ba0cc624..f74898f80 100644
--- a/Civi/Api4/CaseSalesOrder.php
+++ b/Civi/Api4/CaseSalesOrder.php
@@ -2,9 +2,11 @@
 
 namespace Civi\Api4;
 
-use Civi\Api4\Generic\DAOEntity;
 use Civi\Api4\Action\CaseSalesOrder\ComputeTotalAction;
+use Civi\Api4\Action\CaseSalesOrder\ComputeTotalAmountInvoicedAction;
+use Civi\Api4\Action\CaseSalesOrder\ComputeTotalAmountPaidAction;
 use Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction;
+use Civi\Api4\Generic\DAOEntity;
 
 /**
  * CaseSalesOrder entity.
@@ -35,12 +37,40 @@ public static function save($checkPermissions = TRUE) {
    * @param bool $checkPermissions
    *   Should permission be checked for the user.
    *
-   * @return Civi\Api4\Action\CaseSalesOrder\SalesOrderSaveAction
-   *   returns save order action
+   * @return Civi\Api4\Action\CaseSalesOrder\ComputeTotalAction
+   *   returns computed total action
    */
   public static function computeTotal($checkPermissions = FALSE) {
     return (new ComputeTotalAction(__CLASS__, __FUNCTION__))
       ->setCheckPermissions($checkPermissions);
   }
 
+  /**
+   * Computes the sum of amount paid.
+   *
+   * @param bool $checkPermissions
+   *   Should permission be checked for the user.
+   *
+   * @return ComputeAmountPaidAction
+   *   returns computed amount paid action
+   */
+  public static function computeTotalAmountPaid(bool $checkPermissions = FALSE) {
+    return (new ComputeTotalAmountPaidAction(__CLASS__, __FUNCTION__))
+      ->setCheckPermissions($checkPermissions);
+  }
+
+  /**
+   * Computes the sum of amount invoiced.
+   *
+   * @param bool $checkPermissions
+   *   Should permission be checked for the user.
+   *
+   * @return ComputeAmountInvoicedAction
+   *   returns computed amount invoiced action
+   */
+  public static function computeTotalAmountInvoiced(bool $checkPermissions = FALSE) {
+    return (new ComputeTotalAmountInvoicedAction(__CLASS__, __FUNCTION__))
+      ->setCheckPermissions($checkPermissions);
+  }
+
 }

From 37fd572557d14698b6fb287481cbaf800b92fc24 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:55:16 +0100
Subject: [PATCH 164/199] BTHAB-185: Calculate payments/invoicing statuses when
 creating a contribution

---
 .../Post/CreateSalesOrderContribution.php     | 45 ++++++++++++++++---
 .../Service/CaseSaleOrderContribution.php     |  2 +-
 civicase.php                                  |  1 +
 3 files changed, 40 insertions(+), 8 deletions(-)

diff --git a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
index 5b40d9419..c4b8a08b9 100644
--- a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
+++ b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
@@ -1,6 +1,7 @@
 <?php
 
 use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
 
 /**
  * Handles sales order contribution post processing.
@@ -8,7 +9,7 @@
 class CRM_Civicase_Hook_Post_CreateSalesOrderContribution {
 
   /**
-   * Creates Sales Order Contribtution.
+   * Updates CaseSaleOrder status when creating a quotation contribution.
    *
    * @param string $op
    *   The operation being performed.
@@ -20,18 +21,39 @@ class CRM_Civicase_Hook_Post_CreateSalesOrderContribution {
    *   Object reference.
    */
   public function run($op, $objectName, $objectId, &$objectRef) {
+    if (!$this->shouldRun($op, $objectName)) {
+      return;
+    }
+
     $salesOrderId = CRM_Utils_Request::retrieve('sales_order', 'Integer');
-    $salesOrderStatusId = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
+    if (empty($salesOrderId)) {
+      $salesOrderId = $this->getQuotationID($objectId)['Opportunity_Details.Quotation'];
+    }
 
-    if (!$this->shouldRun($op, $objectName, $salesOrderId)) {
+    if (empty($salesOrderId)) {
       return;
     }
 
+    $salesOrderStatusId = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
+    if (empty($salesOrderStatusId)) {
+      $salesOrderStatusId = CaseSalesOrder::get()
+        ->addSelect('status_id')
+        ->addWhere('id', '=', $salesOrderId)
+        ->execute()
+        ->first()['status_id'];
+    }
+
     $transaction = CRM_Core_Transaction::create();
     try {
+      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSaleOrderContribution($salesOrderId);
+      $paymentStatusID = $caseSaleOrderContributionService->calculatePaymentStatus();
+      $invoicingStatusID = $caseSaleOrderContributionService->calculateInvoicingStatus();
+
       CaseSalesOrder::update()
         ->addWhere('id', '=', $salesOrderId)
         ->addValue('status_id', $salesOrderStatusId)
+        ->addValue('invoicing_status_id', $invoicingStatusID)
+        ->addValue('payment_status_id', $paymentStatusID)
         ->execute();
     }
     catch (\Throwable $th) {
@@ -47,14 +69,23 @@ public function run($op, $objectName, $objectId, &$objectRef) {
    *   The operation being performed.
    * @param string $objectName
    *   Object name.
-   * @param string $salesOrderId
-   *   The sales order that triggered the contribution (if any).
    *
    * @return bool
    *   returns a boolean to determine if hook will run or not.
    */
-  private function shouldRun($op, $objectName, $salesOrderId) {
-    return strtolower($objectName) == 'contribution' && !empty($salesOrderId) && $op == 'create';
+  private function shouldRun($op, $objectName) {
+    return strtolower($objectName) == 'contribution' && $op == 'create';
+  }
+
+  /**
+   * Gets quotation ID by contribution ID.
+   */
+  private function getQuotationId($id) {
+    return Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('id', '=', $id)
+      ->execute()
+      ->first();
   }
 
 }
diff --git a/CRM/Civicase/Service/CaseSaleOrderContribution.php b/CRM/Civicase/Service/CaseSaleOrderContribution.php
index cc6c94c39..b00da3ee2 100644
--- a/CRM/Civicase/Service/CaseSaleOrderContribution.php
+++ b/CRM/Civicase/Service/CaseSaleOrderContribution.php
@@ -115,7 +115,7 @@ public function calculateInvoicingStatus() {
    *   Payment status option value's value
    */
   public function calculatePaymentStatus() {
-    if (empty($this->salesOrder) || empty($this->contributions)) {
+    if (empty($this->salesOrder) || empty($this->contributions) || !($this->totalPaymentsAmount > 0)) {
 
       return $this->getStatus('no_payments', $this->paymentStatusOptionValues);
     }
diff --git a/civicase.php b/civicase.php
index 17bc40215..af12241b5 100644
--- a/civicase.php
+++ b/civicase.php
@@ -246,6 +246,7 @@ function civicase_civicrm_validateForm($formName, &$fields, &$files, &$form, &$e
  */
 function civicase_civicrm_post($op, $objectName, $objectId, &$objectRef) {
   $hooks = [
+    new CRM_Civicase_Hook_Post_CaseSalesOrderPayment(),
     new CRM_Civicase_Hook_Post_CreateSalesOrderContribution(),
     new CRM_Civicase_Hook_Post_PopulateCaseCategoryForCaseType(),
     new CRM_Civicase_Hook_Post_CaseCategoryCustomGroupSaver(),

From ff83a6d3def4fb3255020ab6d0fb505af7eade04 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:55:58 +0100
Subject: [PATCH 165/199] BTHAB-185: Calculate payments/invoicing statuses when
 creating/updating the quotation

---
 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 6195297fe..ce7401a9f 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -47,6 +47,12 @@ protected function writeRecord($items) {
         $total = CaseSalesOrderBAO::computeTotal($lineItems);
         $salesOrder['total_before_tax'] = $total['totalBeforeTax'];
         $salesOrder['total_after_tax'] = $total['totalAfterTax'];
+
+        $saleOrderId = $salesOrder['id'] ?? NULL;
+        $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSaleOrderContribution($saleOrderId);
+        $salesOrder['payment_status_id'] = $caseSaleOrderContributionService->calculateInvoicingStatus();
+        $salesOrder['invoicing_status_id'] = $caseSaleOrderContributionService->calculatePaymentStatus();
+
         $salesOrders = $this->writeObjects([$salesOrder]);
         $result = array_pop($salesOrders);
 

From 2397e37c875a7cadedaf788acf89168122242dbb Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:57:47 +0100
Subject: [PATCH 166/199] BTHAB-185: Display invoicing/payment amounts and
 statuses on the quotation view

---
 .../directives/quotations-view.directive.html | 28 ++++++++++++++++++-
 .../directives/quotations-view.directive.js   | 13 +++++++--
 2 files changed, 37 insertions(+), 4 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.html b/ang/civicase-features/quotations/directives/quotations-view.directive.html
index 3140e3ed6..61ffba7a9 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.html
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.html
@@ -57,6 +57,14 @@ <h1 crm-page-title>{{ ts('View Quotation') }}</h1>
                     <td>Currency</td>
                     <td>{{salesOrder.currency}}</td>
                   </tr>
+                  <tr>
+                    <td>Invoicing</td>
+                    <td>{{salesOrder['invoicing_status_id:label']}}</td>
+                  </tr>
+                  <tr>
+                    <td>Payments</td>
+                    <td>{{salesOrder['payment_status_id:label']}}</td>
+                  </tr>
                 </tbody>
               </table>
             </div>
@@ -113,6 +121,23 @@ <h3><strong>Amount Summary</strong></h3>
               </table>
             </div>
           </div>
+          <div class="row">
+            <div class="col-md-12" style="margin: 1em 0em;">
+              <hr/>
+            </div>
+            <div class="col-md-6 col-sm-12">
+              <table class="table" id="payment__invoice_statuses">
+                <tr>
+                  <td>Total Amount Invoiced</td>
+                  <td>{{ currencySymbol }} {{ salesOrder.totalAmountInvoiced.amount }}</td>
+                </tr>
+                <tr>
+                  <td>Total Amount Paid</td>
+                  <td>{{ currencySymbol }} {{salesOrder.totalAmountPaid.amount}}</td>
+                </tr>
+              </table>
+            </div>
+          </div>
 
           <div class="row">
             <div class="col-md-12" style="margin: 1em 0em;">
@@ -133,7 +158,8 @@ <h3><strong>Notes</strong></h3>
 
 <style>
   table#quotation__detail.table > tbody > tr > td,
-  table#amount__summary.table > tbody > tr > td {
+  table#amount__summary.table > tbody > tr > td,
+  table#payment__invoice_statuses.table > tbody > tr > td  {
     border: 0;
     border-top: 0;
   }
diff --git a/ang/civicase-features/quotations/directives/quotations-view.directive.js b/ang/civicase-features/quotations/directives/quotations-view.directive.js
index a78259637..a285eaf23 100644
--- a/ang/civicase-features/quotations/directives/quotations-view.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-view.directive.js
@@ -42,17 +42,24 @@
      */
     function getSalesOrderAndLineItems () {
       crmApi4('CaseSalesOrder', 'get', {
-        select: ['*', 'case_sales_order_line.*', 'client_id.display_name', 'owner_id.display_name', 'case_id.case_type_id:label', 'case_id.subject', 'status_id:label'],
+        select: ['*', 'case_sales_order_line.*', 'client_id.display_name', 'owner_id.display_name', 'case_id.case_type_id:label', 'case_id.subject', 'status_id:label', 'invoicing_status_id:label', 'payment_status_id:label'],
         where: [['id', '=', $scope.salesOrderId]],
         limit: 1,
-        chain: { items: ['CaseSalesOrderLine', 'get', { where: [['sales_order_id', '=', '$id']], select: ['*', 'product_id.name', 'financial_type_id.name'] }], computedRates: ['CaseSalesOrder', 'computeTotal', { lineItems: '$items' }] }
+        chain: {
+          items: ['CaseSalesOrderLine', 'get', {
+            where: [['sales_order_id', '=', '$id']],
+            select: ['*', 'product_id.name', 'financial_type_id.name']
+          }],
+          computedRates: ['CaseSalesOrder', 'computeTotal', { lineItems: '$items' }],
+          totalAmountInvoiced: ['CaseSalesOrder', 'computeTotalAmountInvoiced', { salesOrderId: '$id' }],
+          totalAmountPaid: ['CaseSalesOrder', 'computeTotalAmountPaid', { salesOrderId: '$id' }]
+        }
       }).then(async function (caseSalesOrders) {
         if (Array.isArray(caseSalesOrders) && caseSalesOrders.length > 0) {
           $scope.salesOrder = caseSalesOrders.pop();
           $scope.salesOrder.taxRates = $scope.salesOrder.computedRates[0].taxRates;
           $scope.currencySymbol = CurrencyCodes.getSymbol($scope.salesOrder.currency);
           $scope.salesOrder.quotation_date = CRM.utils.formatDate($scope.salesOrder.quotation_date);
-
           if (!$scope.salesOrder.case_id) {
             return;
           }

From 6d545647286a235e7dbe0a2a972fa1af533bb9c8 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 10:59:11 +0100
Subject: [PATCH 167/199] BTHAB-185: Include invoicing/payment statuses the
 view quotations screens

---
 .../SavedSearch_Civicase_Quotations.mgd.php   | 46 ++++++++++++-------
 1 file changed, 30 insertions(+), 16 deletions(-)

diff --git a/managed/SavedSearch_Civicase_Quotations.mgd.php b/managed/SavedSearch_Civicase_Quotations.mgd.php
index d0d08f4c9..df80a6b6c 100644
--- a/managed/SavedSearch_Civicase_Quotations.mgd.php
+++ b/managed/SavedSearch_Civicase_Quotations.mgd.php
@@ -30,7 +30,8 @@
               'CONCAT_WS(" ", total_before_tax, currency:label) AS CONCAT_WS_total_before_tax_currency_label',
               'CONCAT_WS(" ", total_after_tax, currency:label) AS CONCAT_WS_total_after_tax_currency_label',
               'status_id:label',
-              'case_id',
+              'invoicing_status_id:label',
+              'payment_status_id:label',
             ],
             'orderBy' => [
               'created_at' => 'DESC',
@@ -83,21 +84,6 @@
                 'sortable' => TRUE,
                 'alignment' => '',
               ],
-              [
-                'type' => 'field',
-                'key' => 'case_id',
-                'dataType' => 'Integer',
-                'label' => 'Prospect Id',
-                'sortable' => TRUE,
-                'link' => [
-                  'path' => 'civicrm/contact/view/case?reset=1&id=[case_id]&cid=[user_contact_id]&action=view&context=dashboard&selectedChild=case',
-                  'entity' => '',
-                  'action' => '',
-                  'join' => '',
-                  'target' => '',
-                ],
-                'alignment' => '',
-              ],
               [
                 'type' => 'field',
                 'key' => 'DATE_quotation_date',
@@ -138,6 +124,20 @@
                 'sortable' => TRUE,
                 'alignment' => '',
               ],
+              [
+                'type' => 'field',
+                'key' => 'invoicing_status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Invoicing',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'payment_status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Payments',
+                'sortable' => TRUE,
+              ],
               [
                 'type' => 'field',
                 'key' => 'status_id:label',
@@ -330,6 +330,20 @@
                 'sortable' => TRUE,
                 'alignment' => '',
               ],
+              [
+                'type' => 'field',
+                'key' => 'invoicing_status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Invoicing',
+                'sortable' => TRUE,
+              ],
+              [
+                'type' => 'field',
+                'key' => 'payment_status_id:label',
+                'dataType' => 'Integer',
+                'label' => 'Payments',
+                'sortable' => TRUE,
+              ],
               [
                 'text' => '',
                 'style' => 'default',

From b9c5c4ddc4eb526b80a8fbf672a37bbfca4ac0ac Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 12:55:39 +0100
Subject: [PATCH 168/199] BTHAB-185: Update case sales orcer invoicing/payment
 statuses when creating a payment

---
 .../Hook/Post/CaseSalesOrderPayment.php       | 86 +++++++++++++++++++
 1 file changed, 86 insertions(+)
 create mode 100644 CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php

diff --git a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
new file mode 100644
index 000000000..412859ec4
--- /dev/null
+++ b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
@@ -0,0 +1,86 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
+
+/**
+ * Handles CaseSalesOrder payment processing.
+ */
+class CRM_Civicase_Hook_Post_CaseSalesOrderPayment {
+
+  /**
+   * Updates CaseSaleOrder statuses when creating a payment transcation.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   * @param mixed $objectId
+   *   Object ID.
+   * @param object $objectRef
+   *   Object reference.
+   */
+  public function run($op, $objectName, $objectId, &$objectRef) {
+    if (!$this->shouldRun($op, $objectName)) {
+      return;
+    }
+
+    $entityFinancialTrxn = civicrm_api3('EntityFinancialTrxn', 'get', [
+      'sequential' => 1,
+      'entity_table' => 'civicrm_contribution',
+      'financial_trxn_id' => $objectRef->financial_trxn_id,
+    ]);
+
+    if (empty($entityFinancialTrxn['values'][0])) {
+      return;
+    }
+
+    $contributionId = $entityFinancialTrxn['values'][0]['entity_id'];
+
+    $salesOrderID = Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('id', '=', $contributionId)
+      ->execute()
+      ->first()['Opportunity_Details.Quotation'];
+
+    if (empty($salesOrderID)) {
+      return;
+    }
+
+    $transaction = CRM_Core_Transaction::create();
+
+    try {
+      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSaleOrderContribution($salesOrderID);
+      $paymentStatusID = $caseSaleOrderContributionService->calculatePaymentStatus();
+      $invoicingStatusID = $caseSaleOrderContributionService->calculateInvoicingStatus();
+
+      CaseSalesOrder::update()
+        ->addWhere('id', '=', $salesOrderID)
+        ->addValue('invoicing_status_id', $invoicingStatusID)
+        ->addValue('payment_status_id', $paymentStatusID)
+        ->execute();
+
+      $transaction->commit();
+    }
+    catch (\Throwable $th) {
+      $transaction->rollback();
+      CRM_Core_Error::statusBounce(ts('Error updating sales order statues'));
+    }
+  }
+
+  /**
+   * Determines if the hook should run or not.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   *
+   * @return bool
+   *   returns a boolean to determine if hook will run or not.
+   */
+  private function shouldRun($op, $objectName) {
+    return $objectName == 'EntityFinancialTrxn' && $op == 'create';
+  }
+
+}

From 448f9d5f95540a46a678ccaf86af5a147549f84d Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Wed, 20 Sep 2023 12:55:55 +0100
Subject: [PATCH 169/199] BTHAB-185: Ignore mixin

---
 phpcs-ruleset.xml | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/phpcs-ruleset.xml b/phpcs-ruleset.xml
index c96b72908..7a721e9d4 100644
--- a/phpcs-ruleset.xml
+++ b/phpcs-ruleset.xml
@@ -15,6 +15,7 @@
     <exclude name="Drupal.Classes.UseGlobalClass.RedundantUseStatement"/>
     <!-- These files are mainly auto generated and has some rules we want to exclude -->
     <exclude-pattern>tests/phpunit/bootstrap.php</exclude-pattern>
+    <exclude-pattern>mixin/*</exclude-pattern>
     <!-- This file is from an external extension and we dont want to modify it  -->
     <exclude-pattern>CRM/Civicase/Form/Report/ExtendedReport.php</exclude-pattern>
     <exclude-pattern>civicase.civix.php</exclude-pattern>
@@ -23,6 +24,7 @@
     <exclude-pattern>CRM/Civicase/Form/Report/Case/CaseWithActivityPivot.php</exclude-pattern>
     <exclude-pattern>tests/phpunit/api/v3/Case/BaseTestCase.php</exclude-pattern>
     <exclude-pattern>tests/phpunit/BaseHeadlessTest.phpp</exclude-pattern>
+
     <!-- Civicrm APi tests classes do have names beginning with lower case -->
     <!-- Hence the following rule is excluded -->
     <exclude name="Drupal.NamingConventions.ValidClassName.StartWithCaptial"/>

From afffe53341e95f1bd172eb3a49d934f694ed3496 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Thu, 21 Sep 2023 09:24:19 +0100
Subject: [PATCH 170/199] BTHAB-185: Mock invoicing status, payment status

---
 tests/phpunit/Helpers/CaseSalesOrderTrait.php | 34 +++++++++++++++++--
 1 file changed, 32 insertions(+), 2 deletions(-)

diff --git a/tests/phpunit/Helpers/CaseSalesOrderTrait.php b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
index b66a8d870..355d91363 100644
--- a/tests/phpunit/Helpers/CaseSalesOrderTrait.php
+++ b/tests/phpunit/Helpers/CaseSalesOrderTrait.php
@@ -3,9 +3,9 @@
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\OptionValue;
 use CRM_Civicase_Test_Fabricator_Case as CaseFabricator;
-use CRM_Civicase_Test_Fabricator_Product as ProductFabricator;
-use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
 use CRM_Civicase_Test_Fabricator_CaseType as CaseTypeFabricator;
+use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+use CRM_Civicase_Test_Fabricator_Product as ProductFabricator;
 
 /**
  * Case sales order helper trait.
@@ -27,6 +27,34 @@ public function getCaseSalesOrderStatus() {
     return $salesOrderStatus;
   }
 
+  /**
+   * Returns list of available statuses.
+   *
+   * @return array
+   *   Array of sales order invoicing statuses
+   */
+  public function getCaseSalesOrderInvoicingStatus() {
+    return OptionValue::get()
+      ->addSelect('id', 'value', 'name', 'label')
+      ->addWhere('option_group_id:name', '=', 'case_sales_order_invoicing_status')
+      ->execute()
+      ->getArrayCopy();
+  }
+
+  /**
+   * Returns list of available statuses.
+   *
+   * @return array
+   *   Array of sales order payment statuses
+   */
+  public function getCaseSalesOrderPaymentStatus() {
+    return OptionValue::get()
+      ->addSelect('id', 'value', 'name', 'label')
+      ->addWhere('option_group_id:name', '=', 'case_sales_order_payment_status')
+      ->execute()
+      ->getArrayCopy();
+  }
+
   /**
    * Returns fabricated case sales order data.
    *
@@ -53,6 +81,8 @@ public function getCaseSalesOrderData(array $default = []) {
       'case_id' => $case['id'],
       'currency' => 'GBP',
       'status_id' => $this->getCaseSalesOrderStatus()[0]['value'],
+      'invoicing_status_id' => $this->getCaseSalesOrderInvoicingStatus()[0]['value'],
+      'payment_status_id' => $this->getCaseSalesOrderPaymentStatus()[0]['value'],
       'description' => 'test',
       'notes' => 'test',
       'total_before_tax' => 0,

From 159825b35b7abc827a23b10ba1fab978d154fa20 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Thu, 21 Sep 2023 09:49:49 +0100
Subject: [PATCH 171/199] BTHAB-185: Return if sale order is empty

---
 CRM/Civicase/Service/CaseSaleOrderContribution.php | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/CRM/Civicase/Service/CaseSaleOrderContribution.php b/CRM/Civicase/Service/CaseSaleOrderContribution.php
index b00da3ee2..09a8af022 100644
--- a/CRM/Civicase/Service/CaseSaleOrderContribution.php
+++ b/CRM/Civicase/Service/CaseSaleOrderContribution.php
@@ -137,6 +137,10 @@ public function calculatePaymentStatus() {
    * @throws \Civi\API\Exception\UnauthorizedException
    */
   private function getContributions() {
+    if (empty($this->salesOrder) || empty($this->salesOrder['id'])) {
+      return [];
+    }
+
     return Contribution::get(FALSE)
       ->addWhere('Opportunity_Details.Quotation', '=', $this->salesOrder['id'])
       ->execute()

From 5d803e8d9e9b9b5353b18fb0921643ee94519fc8 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 12 Sep 2023 13:46:57 +0100
Subject: [PATCH 172/199] BTHAB-182: Attach quotation invoice to contribution
 mail

---
 .../AttachQuotationToInvoiceMail.php          |  63 ++++++++
 .../Hook/alterMailParams/AttachQuotation.php  |  79 ++++++++++
 .../Service/CaseSalesOrderInvoice.php         | 142 ++++++++++++++++++
 civicase.php                                  |   2 +
 .../Form/Contribute/AttachQuotation.tpl       |  14 ++
 5 files changed, 300 insertions(+)
 create mode 100644 CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
 create mode 100644 CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
 create mode 100644 CRM/Civicase/Service/CaseSalesOrderInvoice.php
 create mode 100644 templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl

diff --git a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
new file mode 100644
index 000000000..9c36c431b
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
@@ -0,0 +1,63 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
+
+/**
+ * Gives user the option to attach quotation to invoice mail.
+ */
+class CRM_Civicase_Hook_BuildForm_AttachQuotationToInvoiceMail {
+
+  /**
+   * Adds the Attach Quote checkbox to invoice mail form.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    if (!$this->shouldRun($formName)) {
+      return;
+    }
+
+    $form->add('checkbox', 'attach_quote', ts('Attach Quotation'));
+
+    CRM_Core_Region::instance('page-body')->add([
+      'template' => "CRM/Civicase/Form/Contribute/AttachQuotation.tpl",
+    ]);
+  }
+
+  /**
+   * Determines if the hook will run.
+   *
+   * @param string $formName
+   *   Form Name.
+   *
+   * @return bool
+   *   TRUE if the hook should run, FALSE otherwise.
+   */
+  private function shouldRun($formName) {
+    if ($formName != 'CRM_Contribute_Form_Task_Invoice') {
+      return FALSE;
+    }
+
+    $contributionId = CRM_Utils_Request::retrieve('id', 'Positive');
+    if (!$contributionId) {
+      return FALSE;
+    }
+
+    $salesOrder = Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY')
+      ->addWhere('id', '=', $contributionId)
+      ->addChain('salesOrder', CaseSalesOrder::get()
+        ->addWhere('id', '=', '$Opportunity_Details.Quotation')
+      )
+      ->execute()
+      ->first()['salesOrder'];
+
+    return !empty($salesOrder);
+  }
+
+}
diff --git a/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
new file mode 100644
index 000000000..dcf2d8ecf
--- /dev/null
+++ b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
@@ -0,0 +1,79 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
+
+/**
+ * Adds Quotation invoice as an attachement.
+ */
+class CRM_Civicase_Hook_alterMailParams_AttachQuotation {
+
+  /**
+   * Attaches quotation to single invoice.
+   *
+   * @param array $params
+   *   Mail parameters.
+   * @param string $context
+   *   Mail context.
+   */
+  public function run(array &$params, $context) {
+    $shouldAttachQuote = CRM_Utils_Request::retrieve('attach_quote', 'String');
+
+    if (!$this->shouldRun($params, $context, $shouldAttachQuote)) {
+      return;
+    }
+
+    $rendered = $this->getContributionQuotationInvoice($params['tokenContext']['contributionId']);
+
+    $params['attachments'][] = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $rendered['html'], $rendered['format']);
+  }
+
+  /**
+   * Renders the Invoice for the quotation linked to the contribution.
+   *
+   * @param int $contributionId
+   *   The contribution ID.
+   */
+  private function getContributionQuotationInvoice($contributionId) {
+    $salesOrder = Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY')
+      ->addWhere('id', '=', $contributionId)
+      ->addChain('salesOrder', CaseSalesOrder::get()
+        ->addWhere('id', '=', '$Opportunity_Details.Quotation')
+      )
+      ->execute()
+      ->first()['salesOrder'];
+
+    if (empty($salesOrder)) {
+      return;
+    }
+
+    /** @var \CRM_Civicase_Service_CaseSalesOrderInvoice */
+    $invoiceService = new \CRM_Civicase_Service_CaseSalesOrderInvoice(new CRM_Civicase_WorkflowMessage_SalesOrderInvoice());
+    return $invoiceService->render($salesOrder[0]['id']);
+  }
+
+  /**
+   * Determines if the hook will run.
+   *
+   * @param array $params
+   *   Mail parameters.
+   * @param string $context
+   *   Mail context.
+   * @param string $shouldAttachQuote
+   *   If the Attach Quote is set.
+   *
+   * @return bool
+   *   returns TRUE if hook should run, FALSE otherwise.
+   */
+  private function shouldRun(array $params, $context, $shouldAttachQuote) {
+    $component = $params['tplParams']['component'] ?? '';
+    if ($component !== 'contribute' || $context !== 'messageTemplate' || empty($shouldAttachQuote)) {
+      return FALSE;
+    }
+
+    return TRUE;
+  }
+
+}
diff --git a/CRM/Civicase/Service/CaseSalesOrderInvoice.php b/CRM/Civicase/Service/CaseSalesOrderInvoice.php
new file mode 100644
index 000000000..57dfa46a2
--- /dev/null
+++ b/CRM/Civicase/Service/CaseSalesOrderInvoice.php
@@ -0,0 +1,142 @@
+<?php
+
+use Civi\Api4\Address;
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\CaseSalesOrderLine;
+use Civi\Api4\Contact;
+use Civi\Api4\Setting;
+use CRM_Civicase_WorkflowMessage_SalesOrderInvoice as SalesOrderInvoice;
+
+/**
+ * Renders sales order invoice.
+ */
+class CRM_Civicase_Service_CaseSalesOrderInvoice {
+
+  /**
+   * CreditNoteInvoiceService constructor.
+   *
+   * @param \CRM_Civicase_WorkflowMessage_SalesOrderInvoice $template
+   *   Workflow template.
+   */
+  public function __construct(private SalesOrderInvoice $template) {
+  }
+
+  /**
+   * Renders the sales order invoice message template.
+   *
+   * @param int $id
+   *   Sales Order ID.
+   *
+   * @return array
+   *   Rendered message, consistent of 'subject', 'text', 'html'
+   */
+  public function render(int $id) {
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addWhere('id', '=', $id)
+      ->addChain('items', CaseSalesOrderLine::get()
+        ->addWhere('sales_order_id', '=', '$id')
+        ->addSelect('*', 'product_id.name', 'financial_type_id.name')
+      )
+      ->addChain('computedRates', CaseSalesOrder::computeTotal()
+        ->setLineItems('$items')
+      )
+      ->addChain('client', Contact::get()
+        ->addWhere('id', '=', '$client_id'), 0
+      )
+      ->execute()
+      ->first();
+
+    if (!empty($caseSalesOrder['client_id'])) {
+      $caseSalesOrder['clientAddress'] = Address::get()
+        ->addSelect('*', 'country_id:label', 'state_province_id:label')
+        ->addWhere('contact_id', '=', $caseSalesOrder['client_id'])
+        ->execute()
+        ->first();
+      $caseSalesOrder['clientAddress']['country'] = $caseSalesOrder['clientAddress']['country_id:label'];
+      $caseSalesOrder['clientAddress']['state'] = $caseSalesOrder['clientAddress']['state_province_id:label'];
+    }
+
+    $caseSalesOrder['taxRates'] = $caseSalesOrder['computedRates'][0]['taxRates'] ?? [];
+    $caseSalesOrder['quotation_date'] = date('Y-m-d', strtotime($caseSalesOrder['quotation_date']));
+
+    $domain = CRM_Core_BAO_Domain::getDomain();
+    $organisation = Contact::get()
+      ->addSelect('image_URL')
+      ->addWhere('id', '=', $domain->contact_id)
+      ->execute()
+      ->first();
+
+    $model = new CRM_Civicase_WorkflowMessage_SalesOrderInvoice();
+    $terms = self::getTerms();
+    $model->setDomainLogo($organisation['image_URL']);
+    $model->setSalesOrder($caseSalesOrder);
+    $model->setTerms($terms);
+    $model->setSalesOrderId($id);
+    $model->setDomainLocation(self::getDomainLocation());
+    $model->setDomainName($domain->name ?? '');
+    $rendered = $model->renderTemplate();
+
+    $rendered['format'] = $rendered['format'] ?? self::defaultInvoiceFormat();
+
+    return $rendered;
+  }
+
+  /**
+   * Returns the Quotation invoice terms.
+   */
+  private static function getTerms() {
+    $terms = NULL;
+    $invoicing = Setting::get()
+      ->addSelect('invoicing')
+      ->execute()
+      ->first();
+
+    if (!empty($invoicing['value'])) {
+      $terms = Civi::settings()->get('quotations_notes');
+    }
+
+    return $terms;
+  }
+
+  /**
+   * Gets domain location.
+   *
+   * @return array
+   *   An array of address lines.
+   */
+  private static function getDomainLocation() {
+    $domain = CRM_Core_BAO_Domain::getDomain();
+    $locParams = ['contact_id' => $domain->contact_id];
+    $locationDefaults = CRM_Core_BAO_Location::getValues($locParams);
+    if (empty($locationDefaults['address'][1])) {
+      return [];
+    }
+    $stateProvinceId = $locationDefaults['address'][1]['state_province_id'] ?? NULL;
+    $stateProvinceAbbreviationDomain = !empty($stateProvinceId) ? CRM_Core_PseudoConstant::stateProvinceAbbreviation($stateProvinceId) : '';
+    $countryId = $locationDefaults['address'][1]['country_id'];
+    $countryDomain = !empty($countryId) ? CRM_Core_PseudoConstant::country($countryId) : '';
+
+    return [
+      'street_address' => CRM_Utils_Array::value('street_address', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_1' => CRM_Utils_Array::value('supplemental_address_1', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_2' => CRM_Utils_Array::value('supplemental_address_2', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'supplemental_address_3' => CRM_Utils_Array::value('supplemental_address_3', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'city' => CRM_Utils_Array::value('city', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'postal_code' => CRM_Utils_Array::value('postal_code', CRM_Utils_Array::value('1', $locationDefaults['address'])),
+      'state' => $stateProvinceAbbreviationDomain,
+      'country' => $countryDomain,
+    ];
+  }
+
+  /**
+   * Returns the default format to use for Invoice.
+   */
+  private static function defaultInvoiceFormat() {
+    return [
+      'margin_top' => 10,
+      'margin_left' => 65,
+      'metric' => 'px',
+    ];
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index af12241b5..c0d185230 100644
--- a/civicase.php
+++ b/civicase.php
@@ -153,6 +153,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_AddQuotationsNotesToContributionSettings(),
     new CRM_Civicase_Hook_BuildForm_AddSalesOrderLineItemsToContribution(),
     new CRM_Civicase_Hook_BuildForm_AddEntityReferenceToCustomField(),
+    new CRM_Civicase_Hook_BuildForm_AttachQuotationToInvoiceMail(),
   ];
 
   foreach ($hooks as $hook) {
@@ -521,6 +522,7 @@ function _civicase_add_case_category_case_type_entity(array &$entityTypes) {
 function civicase_civicrm_alterMailParams(&$params, $context) {
   $hooks = [
     new CRM_Civicase_Hook_alterMailParams_SubjectCaseTypeCategoryProcessor(),
+    new CRM_Civicase_Hook_alterMailParams_AttachQuotation(),
   ];
 
   foreach ($hooks as &$hook) {
diff --git a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
new file mode 100644
index 000000000..82a949091
--- /dev/null
+++ b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
@@ -0,0 +1,14 @@
+<table>
+  <tr class="crm-email-element attach-quote">
+    <td class="label">{$form.attach_quote.label}</td>
+    <td class="html-adjust">{$form.attach_quote.html} <span>Yes</span></td>
+  </tr>
+</table>
+
+{literal}
+  <script type="text/javascript">
+    CRM.$(function ($) {
+      $('form.CRM_Contribute_Form_Task_Invoice > table.form-layout-compressed > tbody').append($('tr.attach-quote'))
+    })
+  </script>
+{/literal}

From 7534b0b33307024c3e5b2e211cf11396a76439fd Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 21 Sep 2023 10:05:52 +0100
Subject: [PATCH 173/199] BTHAB-182: Use Invoice render service

---
 CRM/Civicase/Form/CaseSalesOrderInvoice.php | 112 +-------------------
 1 file changed, 3 insertions(+), 109 deletions(-)

diff --git a/CRM/Civicase/Form/CaseSalesOrderInvoice.php b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
index bf8d48c34..9315f99e6 100644
--- a/CRM/Civicase/Form/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Form/CaseSalesOrderInvoice.php
@@ -1,10 +1,6 @@
 <?php
 
-use Civi\Api4\Address;
 use Civi\Api4\CaseSalesOrder;
-use Civi\Api4\CaseSalesOrderLine;
-use Civi\Api4\Contact;
-use Civi\Api4\Setting;
 use Civi\Token\TokenProcessor;
 
 /**
@@ -159,101 +155,10 @@ protected function getContactIds(): array {
    */
   public static function getQuotationInvoice(): array {
     $salesOrderId = CRM_Utils_Request::retrieveValue('id', 'Positive');
-    $caseSalesOrder = CaseSalesOrder::get()
-      ->addWhere('id', '=', $salesOrderId)
-      ->addChain('items', CaseSalesOrderLine::get()
-        ->addWhere('sales_order_id', '=', '$id')
-        ->addSelect('*', 'product_id.name', 'financial_type_id.name')
-      )
-      ->addChain('computedRates', CaseSalesOrder::computeTotal()
-        ->setLineItems('$items')
-      )
-      ->addChain('client', Contact::get()
-        ->addWhere('id', '=', '$client_id'), 0
-      )
-      ->execute()
-      ->first();
 
-    if (!empty($caseSalesOrder['client_id'])) {
-      $caseSalesOrder['clientAddress'] = Address::get()
-        ->addSelect('*', 'country_id:label', 'state_province_id:label')
-        ->addWhere('contact_id', '=', $caseSalesOrder['client_id'])
-        ->execute()
-        ->first();
-      $caseSalesOrder['clientAddress']['country'] = $caseSalesOrder['clientAddress']['country_id:label'];
-      $caseSalesOrder['clientAddress']['state'] = $caseSalesOrder['clientAddress']['state_province_id:label'];
-    }
-
-    $caseSalesOrder['taxRates'] = $caseSalesOrder['computedRates'][0]['taxRates'] ?? [];
-    $caseSalesOrder['quotation_date'] = date('Y-m-d', strtotime($caseSalesOrder['quotation_date']));
-
-    $domain = CRM_Core_BAO_Domain::getDomain();
-    $organisation = Contact::get()
-      ->addSelect('image_URL')
-      ->addWhere('id', '=', $domain->contact_id)
-      ->execute()
-      ->first();
-
-    $model = new CRM_Civicase_WorkflowMessage_SalesOrderInvoice();
-    $terms = self::getTerms();
-    $model->setDomainLogo($organisation['image_URL']);
-    $model->setSalesOrder($caseSalesOrder);
-    $model->setTerms($terms);
-    $model->setSalesOrderId($salesOrderId);
-    $model->setDomainLocation(self::getDomainLocation());
-    $model->setDomainName($domain->name ?? '');
-    $rendered = $model->renderTemplate();
-
-    $rendered['format'] = $rendered['format'] ?? self::defaultInvoiceFormat();
-
-    return $rendered;
-  }
-
-  /**
-   * Returns the Quotation invoice terms.
-   */
-  private static function getTerms() {
-    $terms = NULL;
-    $invoicing = Setting::get()
-      ->addSelect('invoicing')
-      ->execute()
-      ->first();
-
-    if (!empty($invoicing['value'])) {
-      $terms = Civi::settings()->get('quotations_notes');
-    }
-
-    return $terms;
-  }
-
-  /**
-   * Gets domain location.
-   *
-   * @return array
-   *   An array of address lines.
-   */
-  private static function getDomainLocation() {
-    $domain = CRM_Core_BAO_Domain::getDomain();
-    $locParams = ['contact_id' => $domain->contact_id];
-    $locationDefaults = CRM_Core_BAO_Location::getValues($locParams);
-    if (empty($locationDefaults['address'][1])) {
-      return [];
-    }
-    $stateProvinceId = $locationDefaults['address'][1]['state_province_id'] ?? NULL;
-    $stateProvinceAbbreviationDomain = !empty($stateProvinceId) ? CRM_Core_PseudoConstant::stateProvinceAbbreviation($stateProvinceId) : '';
-    $countryId = $locationDefaults['address'][1]['country_id'];
-    $countryDomain = !empty($countryId) ? CRM_Core_PseudoConstant::country($countryId) : '';
-
-    return [
-      'street_address' => CRM_Utils_Array::value('street_address', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'supplemental_address_1' => CRM_Utils_Array::value('supplemental_address_1', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'supplemental_address_2' => CRM_Utils_Array::value('supplemental_address_2', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'supplemental_address_3' => CRM_Utils_Array::value('supplemental_address_3', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'city' => CRM_Utils_Array::value('city', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'postal_code' => CRM_Utils_Array::value('postal_code', CRM_Utils_Array::value('1', $locationDefaults['address'])),
-      'state' => $stateProvinceAbbreviationDomain,
-      'country' => $countryDomain,
-    ];
+    /** @var \CRM_Civicase_Service_CaseSalesOrderInvoice */
+    $invoiceService = new \CRM_Civicase_Service_CaseSalesOrderInvoice(new \CRM_Civicase_WorkflowMessage_SalesOrderInvoice());
+    return $invoiceService->render($salesOrderId);
   }
 
   /**
@@ -273,17 +178,6 @@ protected function getRows(): array {
     return $rows;
   }
 
-  /**
-   * Returns the default format to use for Invoice.
-   */
-  private static function defaultInvoiceFormat() {
-    return [
-      'margin_top' => 10,
-      'margin_left' => 65,
-      'metric' => 'px',
-    ];
-  }
-
   /**
    * Renders and return the generated PDF to the browser.
    */

From 23f17ddac56573f44863dd276bd837d46519bd35 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Thu, 21 Sep 2023 22:51:07 +0100
Subject: [PATCH 174/199] BTHAB-186: Rename service class

The renaming is to align with other objects and provides more meaningful
---
 CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php              | 4 ++--
 CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php       | 2 +-
 ...tribution.php => CaseSalesOrderContributionCalculator.php} | 2 +-
 .../CaseSalesOrder/ComputeTotalAmountInvoicedAction.php       | 2 +-
 .../Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php    | 2 +-
 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php      | 2 +-
 6 files changed, 7 insertions(+), 7 deletions(-)
 rename CRM/Civicase/Service/{CaseSaleOrderContribution.php => CaseSalesOrderContributionCalculator.php} (98%)

diff --git a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
index 412859ec4..ead823b27 100644
--- a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
+++ b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
@@ -9,7 +9,7 @@
 class CRM_Civicase_Hook_Post_CaseSalesOrderPayment {
 
   /**
-   * Updates CaseSaleOrder statuses when creating a payment transcation.
+   * Updates CaseSalesOrder statuses when creating a payment transaction.
    *
    * @param string $op
    *   The operation being performed.
@@ -50,7 +50,7 @@ public function run($op, $objectName, $objectId, &$objectRef) {
     $transaction = CRM_Core_Transaction::create();
 
     try {
-      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSaleOrderContribution($salesOrderID);
+      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator($salesOrderID);
       $paymentStatusID = $caseSaleOrderContributionService->calculatePaymentStatus();
       $invoicingStatusID = $caseSaleOrderContributionService->calculateInvoicingStatus();
 
diff --git a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
index c4b8a08b9..86285be05 100644
--- a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
+++ b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
@@ -45,7 +45,7 @@ public function run($op, $objectName, $objectId, &$objectRef) {
 
     $transaction = CRM_Core_Transaction::create();
     try {
-      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSaleOrderContribution($salesOrderId);
+      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator($salesOrderId);
       $paymentStatusID = $caseSaleOrderContributionService->calculatePaymentStatus();
       $invoicingStatusID = $caseSaleOrderContributionService->calculateInvoicingStatus();
 
diff --git a/CRM/Civicase/Service/CaseSaleOrderContribution.php b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
similarity index 98%
rename from CRM/Civicase/Service/CaseSaleOrderContribution.php
rename to CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
index 09a8af022..1e3a99ea8 100644
--- a/CRM/Civicase/Service/CaseSaleOrderContribution.php
+++ b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
@@ -10,7 +10,7 @@
  * This class provides calculations for payment and invoices that
  * attached to the sale order.
  */
-class CRM_Civicase_Service_CaseSaleOrderContribution {
+class CRM_Civicase_Service_CaseSalesOrderContributionCalculator {
 
   /**
    * Case Sales Order object.
diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
index a7be9c48c..d35fa3298 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountInvoicedAction.php
@@ -25,7 +25,7 @@ public function _run(Result $result) { // phpcs:ignore
     if (!$this->salesOrderID) {
       return;
     }
-    $service = new \CRM_Civicase_Service_CaseSaleOrderContribution($this->salesOrderID);
+    $service = new \CRM_Civicase_Service_CaseSalesOrderContributionCalculator($this->salesOrderID);
     $result['amount'] = $service->calculateTotalInvoicedAmount();
   }
 
diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php
index 9fcf1b8a2..7b022ae53 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAmountPaidAction.php
@@ -24,7 +24,7 @@ public function _run(Result $result) { // phpcs:ignore
     if (!$this->salesOrderID) {
       return;
     }
-    $service = new \CRM_Civicase_Service_CaseSaleOrderContribution($this->salesOrderID);
+    $service = new \CRM_Civicase_Service_CaseSalesOrderContributionCalculator($this->salesOrderID);
     $result['amount'] = $service->calculateTotalPaidAmount();
   }
 
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index ce7401a9f..1f766af03 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -49,7 +49,7 @@ protected function writeRecord($items) {
         $salesOrder['total_after_tax'] = $total['totalAfterTax'];
 
         $saleOrderId = $salesOrder['id'] ?? NULL;
-        $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSaleOrderContribution($saleOrderId);
+        $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderContributionCalculator($saleOrderId);
         $salesOrder['payment_status_id'] = $caseSaleOrderContributionService->calculateInvoicingStatus();
         $salesOrder['invoicing_status_id'] = $caseSaleOrderContributionService->calculatePaymentStatus();
 

From 43e45487cfadc906060aa3e70c4e087f14c14c10 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 22 Sep 2023 11:26:38 +0100
Subject: [PATCH 175/199] BTHAB-186: Add case opportunity custom fields

---
 ...stomGroup_Cases_OpportunityDetails.mgd.php | 234 ++++++++++++++++++
 1 file changed, 234 insertions(+)
 create mode 100644 managed/CustomGroup_Cases_OpportunityDetails.mgd.php

diff --git a/managed/CustomGroup_Cases_OpportunityDetails.mgd.php b/managed/CustomGroup_Cases_OpportunityDetails.mgd.php
new file mode 100644
index 000000000..2241110ea
--- /dev/null
+++ b/managed/CustomGroup_Cases_OpportunityDetails.mgd.php
@@ -0,0 +1,234 @@
+<?php
+
+/**
+ * @file
+ * Exported Cases Opportunity Details CustomGroup.
+ */
+
+return [
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details',
+    'entity' => 'CustomGroup',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'name' => 'Case_Opportunity_Details',
+        'title' => 'Opportunity Details',
+        'extends' => 'Case',
+        'extends_entity_column_value' => NULL,
+        'style' => 'Inline',
+        'collapse_display' => FALSE,
+        'help_pre' => '',
+        'help_post' => '',
+        'weight' => 70,
+        'is_active' => TRUE,
+        'is_multiple' => FALSE,
+        'min_multiple' => NULL,
+        'max_multiple' => NULL,
+        'collapse_adv_display' => TRUE,
+        'created_date' => '2023-09-21 14:46:02',
+        'is_reserved' => FALSE,
+        'is_public' => FALSE,
+        'icon' => '',
+        'extends_entity_column_id' => NULL,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details_CustomField_Total_Amount_Quoted',
+    'entity' => 'CustomField',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Case_Opportunity_Details',
+        'name' => 'Total_Amount_Quoted',
+        'label' => 'Total Amount Quoted',
+        'data_type' => 'Money',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => TRUE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'total_amount_quoted',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details_CustomField_Total_Amount_Invoiced',
+    'entity' => 'CustomField',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Case_Opportunity_Details',
+        'name' => 'Total_Amount_Invoiced',
+        'label' => 'Total Amount Invoiced',
+        'data_type' => 'Money',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => TRUE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'total_amount_invoiced',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details_CustomField_Invoicing_Status',
+    'entity' => 'CustomField',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Case_Opportunity_Details',
+        'name' => 'Invoicing_Status',
+        'label' => 'Invoicing Status',
+        'data_type' => 'String',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => TRUE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'invoicing_status',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details_CustomField_Total_amounts_paid',
+    'entity' => 'CustomField',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Case_Opportunity_Details',
+        'name' => 'Total_Amounts_Paid',
+        'label' => 'Total Amounts Paid',
+        'data_type' => 'Money',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => TRUE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'total_amounts_paid',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+  [
+    'name' => 'CustomGroup_Case_Opportunity_Details_CustomField_Payments_Status',
+    'entity' => 'CustomField',
+    'cleanup' => 'unused',
+    'update' => 'always',
+    'params' => [
+      'version' => 4,
+      'values' => [
+        'custom_group_id.name' => 'Case_Opportunity_Details',
+        'name' => 'Payments_Status',
+        'label' => 'Payments Status',
+        'data_type' => 'String',
+        'html_type' => 'Text',
+        'default_value' => NULL,
+        'is_required' => FALSE,
+        'is_searchable' => FALSE,
+        'is_search_range' => FALSE,
+        'help_pre' => NULL,
+        'help_post' => NULL,
+        'mask' => NULL,
+        'attributes' => NULL,
+        'javascript' => NULL,
+        'is_active' => TRUE,
+        'is_view' => TRUE,
+        'options_per_line' => NULL,
+        'text_length' => 255,
+        'start_date_years' => NULL,
+        'end_date_years' => NULL,
+        'date_format' => NULL,
+        'time_format' => NULL,
+        'note_columns' => 60,
+        'note_rows' => 4,
+        'column_name' => 'payments_status',
+        'serialize' => 0,
+        'filter' => NULL,
+        'in_selector' => FALSE,
+      ],
+    ],
+  ],
+];

From 29c02fc66c51b632747da9d099a3e60720304f71 Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 22 Sep 2023 12:27:20 +0100
Subject: [PATCH 176/199] BTHAB-186: Update case opportunity details

Update case opportunity statuses, and total amounts when:
* Create or update sales order contribution
* Create or update sales order
* Create a payment
---
 .../Hook/Post/CaseSalesOrderPayment.php       |  76 ++++++--
 .../Post/CreateSalesOrderContribution.php     |  19 +-
 .../AbstractBaseSalesOrderCalculator.php      |  94 ++++++++++
 .../CaseSalesOrderContributionCalculator.php  |  80 +++-----
 .../CaseSalesOrderOpportunityCalculator.php   | 171 ++++++++++++++++++
 .../CaseSalesOrder/SalesOrderSaveAction.php   |  26 +++
 6 files changed, 388 insertions(+), 78 deletions(-)
 create mode 100644 CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
 create mode 100644 CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php

diff --git a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
index ead823b27..894a0d81a 100644
--- a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
+++ b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
@@ -21,28 +21,37 @@ class CRM_Civicase_Hook_Post_CaseSalesOrderPayment {
    *   Object reference.
    */
   public function run($op, $objectName, $objectId, &$objectRef) {
-    if (!$this->shouldRun($op, $objectName)) {
+    if (!$this->shouldRun($op, $objectName, $objectRef)) {
       return;
     }
 
-    $entityFinancialTrxn = civicrm_api3('EntityFinancialTrxn', 'get', [
-      'sequential' => 1,
-      'entity_table' => 'civicrm_contribution',
-      'financial_trxn_id' => $objectRef->financial_trxn_id,
-    ]);
-
-    if (empty($entityFinancialTrxn['values'][0])) {
+    $financialTrnxId = $objectRef->financial_trxn_id;
+    if (empty($financialTrnxId)) {
       return;
     }
 
-    $contributionId = $entityFinancialTrxn['values'][0]['entity_id'];
+    $contributionId = $this->getContributionId($financialTrnxId);
+    if (empty($contributionId)) {
+      return;
+    }
 
-    $salesOrderID = Contribution::get()
-      ->addSelect('Opportunity_Details.Quotation')
+    $contribution = Contribution::get()
+      ->addSelect('Opportunity_Details.Case_Opportunity', 'Opportunity_Details.Quotation')
       ->addWhere('id', '=', $contributionId)
       ->execute()
-      ->first()['Opportunity_Details.Quotation'];
+      ->first();
+
+    $this->updateQuotationFinancialStatuses($contribution['Opportunity_Details.Quotation']);
+    $this->updateCaseOpportunityFinancialDetails($contribution['Opportunity_Details.Case_Opportunity']);
+  }
 
+  /**
+   * Updates CaseSalesOrder financial statuses.
+   *
+   * @param int $salesOrderID
+   *   CaseSalesOrder ID.
+   */
+  private function updateQuotationFinancialStatuses(int $salesOrderID): void {
     if (empty($salesOrderID)) {
       return;
     }
@@ -68,6 +77,43 @@ public function run($op, $objectName, $objectId, &$objectRef) {
     }
   }
 
+  /**
+   * Updates Case financial statuses.
+   *
+   * @param int? $caseId
+   *   CaseSalesOrder ID.
+   */
+  private function updateCaseOpportunityFinancialDetails(?int $caseId) {
+    if (empty($caseId)) {
+      return;
+    }
+
+    try {
+      $calculator = new CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator($caseId);
+      $calculator->updateOpportunityFinancialDetails();
+    }
+    catch (\Throwable $th) {
+      CRM_Core_Error::statusBounce(ts('Error updating opportunity details'));
+    }
+  }
+
+  /**
+   * Gets Contribution ID by Financial Transaction ID.
+   */
+  private function getContributionId($financialTrxnId) {
+    $entityFinancialTrxn = civicrm_api3('EntityFinancialTrxn', 'get', [
+      'sequential' => 1,
+      'entity_table' => 'civicrm_contribution',
+      'financial_trxn_id' => $financialTrxnId,
+    ]);
+
+    if (empty($entityFinancialTrxn['values'][0])) {
+      return NULL;
+    }
+
+    return $entityFinancialTrxn['values'][0]['entity_id'];
+  }
+
   /**
    * Determines if the hook should run or not.
    *
@@ -75,12 +121,14 @@ public function run($op, $objectName, $objectId, &$objectRef) {
    *   The operation being performed.
    * @param string $objectName
    *   Object name.
+   * @param string $objectRef
+   *   The hook object reference.
    *
    * @return bool
    *   returns a boolean to determine if hook will run or not.
    */
-  private function shouldRun($op, $objectName) {
-    return $objectName == 'EntityFinancialTrxn' && $op == 'create';
+  private function shouldRun($op, $objectName, $objectRef) {
+    return $objectName == 'EntityFinancialTrxn' && $op == 'create' && property_exists($objectRef, 'financial_trxn_id');
   }
 
 }
diff --git a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
index 86285be05..e93bf6078 100644
--- a/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
+++ b/CRM/Civicase/Hook/Post/CreateSalesOrderContribution.php
@@ -34,13 +34,15 @@ public function run($op, $objectName, $objectId, &$objectRef) {
       return;
     }
 
+    $salesOrder = CaseSalesOrder::get()
+      ->addSelect('status_id', 'case_id')
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->first();
+
     $salesOrderStatusId = CRM_Utils_Request::retrieve('sales_order_status_id', 'Integer');
     if (empty($salesOrderStatusId)) {
-      $salesOrderStatusId = CaseSalesOrder::get()
-        ->addSelect('status_id')
-        ->addWhere('id', '=', $salesOrderId)
-        ->execute()
-        ->first()['status_id'];
+      $salesOrder = $salesOrder['status_id'];
     }
 
     $transaction = CRM_Core_Transaction::create();
@@ -55,6 +57,13 @@ public function run($op, $objectName, $objectId, &$objectRef) {
         ->addValue('invoicing_status_id', $invoicingStatusID)
         ->addValue('payment_status_id', $paymentStatusID)
         ->execute();
+
+      $caseId = $salesOrder['case_id'];
+      if (empty($caseId)) {
+        return;
+      }
+      $calculator = new CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator($caseId);
+      $calculator->updateOpportunityFinancialDetails();
     }
     catch (\Throwable $th) {
       $transaction->rollback();
diff --git a/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php b/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
new file mode 100644
index 000000000..1e9b74b2c
--- /dev/null
+++ b/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
@@ -0,0 +1,94 @@
+<?php
+
+use Civi\Api4\OptionValue;
+
+/**
+ * An Abstract class for SalesOrder and Opportunity statuses and amounts.
+ */
+abstract class CRM_Civicase_Service_AbstractBaseSalesOrderCalculator {
+
+  const
+    INVOICING_STATUS_NO_INVOICES = 'no_invoices',
+    INVOICING_STATUS_PARTIALLY_INVOICED = 'partially_invoiced',
+    INVOICING_STATUS_FULLY_INVOICED = 'fully_invoiced',
+    PAYMENT_STATUS_NO_PAYMENTS = 'no_payments',
+    PAYMENT_STATUS_PARTIALLY_PAID = 'partially_paid',
+    PAYMENT_STATUS_OVERPAID = 'overpaid',
+    PAYMENT_STATUS_FULLY_PAID = 'fully_paid';
+
+  /**
+   * Case Sales Order payment status option values.
+   *
+   * @var array
+   */
+  protected array $paymentStatusOptionValues;
+  /**
+   * Case Sales Order Invoicing status option values.
+   *
+   * @var array
+   */
+  protected array $invoicingStatusOptionValues;
+
+  /**
+   * AbstractBaseSalesOrderCalculator constructor.
+   */
+  public function __construct() {
+    $this->paymentStatusOptionValues = $this->getOptionValues('case_sales_order_payment_status');
+    $this->invoicingStatusOptionValues = $this->getOptionValues('case_sales_order_invoicing_status');
+  }
+
+  /**
+   * Gets option values by option group name.
+   *
+   * @param string $name
+   *   Option group name.
+   *
+   * @return array
+   *   Option values.
+   *
+   * @throws API_Exception
+   * @throws \Civi\API\Exception\UnauthorizedException
+   */
+  protected function getOptionValues($name) {
+    return OptionValue::get(FALSE)
+      ->addSelect('*')
+      ->addWhere('option_group_id:name', '=', $name)
+      ->execute()
+      ->getArrayCopy();
+  }
+
+  /**
+   * Gets status (option values' value) from the given options.
+   *
+   * @param string $needle
+   *   Search value.
+   * @param array $options
+   *   Option value.
+   *
+   * @return string
+   *   Option values' value.
+   */
+  protected function getValueFromOptionValues($needle, $options) {
+    $key = array_search($needle, array_column($options, 'name'));
+
+    return $options[$key]['value'];
+  }
+
+  /**
+   * Gets status (option values' label) from the given options.
+   *
+   * @param string $needle
+   *   Search value.
+   * @param array $options
+   *   Option value.
+   *
+   * @return string
+   *   Option values' value.
+   */
+  protected function getLabelFromOptionValues($needle, $options) {
+    $key = array_search($needle, array_column($options, 'name'));
+
+    return $options[$key]['label'];
+  }
+
+}
diff --git a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
index 1e3a99ea8..2e44c8470 100644
--- a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
@@ -2,7 +2,6 @@
 
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\Contribution;
-use Civi\Api4\OptionValue;
 
 /**
  * Case Sale Order Contribution Service.
@@ -10,7 +9,7 @@
  * This class provides calculations for payment and invoices that
  * attached to the sale order.
  */
-class CRM_Civicase_Service_CaseSalesOrderContributionCalculator {
+class CRM_Civicase_Service_CaseSalesOrderContributionCalculator extends CRM_Civicase_Service_AbstractBaseSalesOrderCalculator {
 
   /**
    * Case Sales Order object.
@@ -18,18 +17,7 @@ class CRM_Civicase_Service_CaseSalesOrderContributionCalculator {
    * @var array|null
    */
   private ?array $salesOrder;
-  /**
-   * Case Sales Order payment status option values.
-   *
-   * @var array
-   */
-  private array $paymentStatusOptionValues;
-  /**
-   * Case Sales Order Invoicing status option values.
-   *
-   * @var array
-   */
-  private array $invoicingStatusOptionValues;
+
   /**
    * List of contributions that links to the sales order.
    *
@@ -60,12 +48,12 @@ class CRM_Civicase_Service_CaseSalesOrderContributionCalculator {
    * @throws \Civi\API\Exception\UnauthorizedException
    */
   public function __construct($salesOrderId) {
+    parent::__construct();
     $this->salesOrder = $this->getSalesOrder($salesOrderId);
-    $this->paymentStatusOptionValues = $this->getOptionValues('case_sales_order_payment_status');
-    $this->invoicingStatusOptionValues = $this->getOptionValues('case_sales_order_invoicing_status');
     $this->contributions = $this->getContributions();
     $this->totalInvoicedAmount = $this->getTotalInvoicedAmount();
     $this->totalPaymentsAmount = $this->getTotalPaymentsAmount();
+
   }
 
   /**
@@ -89,6 +77,13 @@ public function calculateTotalPaidAmount(): float {
     return $this->getTotalPaymentsAmount();
   }
 
+  /**
+   * Gets SalesOrder Total amount after tax.
+   */
+  public function getQuotedAmount(): float {
+    return $this->salesOrder['total_after_tax'];
+  }
+
   /**
    * Calculates invoicing status.
    *
@@ -97,15 +92,15 @@ public function calculateTotalPaidAmount(): float {
    */
   public function calculateInvoicingStatus() {
     if (empty($this->salesOrder) || empty($this->contributions)) {
-      return $this->getStatus('no_invoices', $this->invoicingStatusOptionValues);
+      return $this->getValueFromOptionValues(parent::INVOICING_STATUS_NO_INVOICES, $this->invoicingStatusOptionValues);
     }
 
     $quotationTotalAmount = $this->salesOrder['total_after_tax'];
     if ($this->totalInvoicedAmount < $quotationTotalAmount) {
-      return $this->getStatus('partially_invoiced', $this->invoicingStatusOptionValues);
+      return $this->getValueFromOptionValues(parent::INVOICING_STATUS_PARTIALLY_INVOICED, $this->invoicingStatusOptionValues);
     }
 
-    return $this->getStatus('fully_invoiced', $this->invoicingStatusOptionValues);
+    return $this->getValueFromOptionValues(parent::INVOICING_STATUS_FULLY_INVOICED, $this->invoicingStatusOptionValues);
   }
 
   /**
@@ -117,14 +112,18 @@ public function calculateInvoicingStatus() {
   public function calculatePaymentStatus() {
     if (empty($this->salesOrder) || empty($this->contributions) || !($this->totalPaymentsAmount > 0)) {
 
-      return $this->getStatus('no_payments', $this->paymentStatusOptionValues);
+      return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_NO_PAYMENTS, $this->paymentStatusOptionValues);
     }
 
     if ($this->totalPaymentsAmount < $this->totalInvoicedAmount) {
-      return $this->getStatus('partially_paid', $this->paymentStatusOptionValues);
+      return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_PARTIALLY_PAID, $this->paymentStatusOptionValues);
     }
 
-    return $this->getStatus('fully_paid', $this->paymentStatusOptionValues);
+    if ($this->totalPaymentsAmount > $this->totalInvoicedAmount) {
+      return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_OVERPAID, $this->paymentStatusOptionValues);
+    }
+
+    return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_FULLY_PAID, $this->paymentStatusOptionValues);
   }
 
   /**
@@ -166,26 +165,6 @@ private function getSalesOrder($saleOrderId) {
       ->first();
   }
 
-  /**
-   * Gets option values by option group name.
-   *
-   * @param string $name
-   *   Option group name.
-   *
-   * @return array
-   *   Option values.
-   *
-   * @throws API_Exception
-   * @throws \Civi\API\Exception\UnauthorizedException
-   */
-  private function getOptionValues($name) {
-    return OptionValue::get()
-      ->addSelect('*')
-      ->addWhere('option_group_id:name', '=', $name)
-      ->execute()
-      ->getArrayCopy();
-  }
-
   /**
    * Gets total invoiced amount.
    *
@@ -223,21 +202,4 @@ private function getTotalPaymentsAmount(): float {
     return $totalPaymentsAmount;
   }
 
-  /**
-   * Gets status (option values' value) from the given options.
-   *
-   * @param string $needle
-   *   Search value.
-   * @param array $options
-   *   Option value.
-   *
-   * @return string
-   *   Option values' value.
-   */
-  private function getStatus($needle, $options) {
-    $key = array_search($needle, array_column($options, 'name'));
-
-    return $options[$key]['value'];
-  }
-
 }
diff --git a/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php b/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php
new file mode 100644
index 000000000..b73923908
--- /dev/null
+++ b/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php
@@ -0,0 +1,171 @@
+<?php
+
+use Civi\Api4\CiviCase;
+use Civi\Api4\Contribution;
+
+/**
+ * A service class for calculate opportunity financial amounts and statuses.
+ */
+class CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator extends CRM_Civicase_Service_AbstractBaseSalesOrderCalculator {
+  /**
+   * Case's total quoted amount.
+   *
+   * @var int|float
+   */
+  private int|float $totalQuotedAmount;
+  /**
+   * Case's total paid amount.
+   *
+   * @var int|float
+   */
+  private int|float $totalPaidAmount;
+  /**
+   * Case's total invoiced amount.
+   *
+   * @var int|float
+   */
+  private int|float $totalInvoicedAmount;
+  /**
+   * Case ID.
+   *
+   * @var string
+   */
+  private string $caseId;
+
+  /**
+   * Constructor for CaseSalesOrderOpportunityCalculator class.
+   *
+   * @param string $caseId
+   *   Case Id.
+   */
+  public function __construct($caseId) {
+    parent::__construct();
+    $this->caseId = $caseId;
+    $contributions = $this->getContributions($caseId);
+    $this->calculateOpportunityFinancialAmount($contributions);
+  }
+
+  /**
+   * Calculates total invoiced amount.
+   *
+   * @return float
+   *   Total invoiced amount.
+   */
+  public function calculateTotalInvoicedAmount(): float {
+    return $this->totalInvoicedAmount;
+  }
+
+  /**
+   * Calculates total paid amount.
+   *
+   * @return float
+   *   Total paid amounts.
+   */
+  public function calculateTotalPaidAmount(): float {
+    return $this->totalPaidAmount;
+  }
+
+  /**
+   * Calculates total quoted amount.
+   *
+   * @return float
+   *   Total paid amounts.
+   */
+  public function calculateTotalQuotedAmount(): float {
+    return $this->totalQuotedAmount;
+  }
+
+  /**
+   * Calculates opportunity invoicing status.
+   *
+   * @return string
+   *   Invoicing status option value's value
+   */
+  public function calculateInvoicingStatus() {
+    if (!($this->totalInvoicedAmount > 0)) {
+      return $this->getLabelFromOptionValues(parent::INVOICING_STATUS_NO_INVOICES, $this->invoicingStatusOptionValues);
+    }
+
+    if ($this->totalInvoicedAmount < $this->totalQuotedAmount) {
+      return $this->getLabelFromOptionValues(parent::INVOICING_STATUS_PARTIALLY_INVOICED, $this->invoicingStatusOptionValues);
+    }
+
+    return $this->getLabelFromOptionValues(parent::INVOICING_STATUS_FULLY_INVOICED, $this->invoicingStatusOptionValues);
+  }
+
+  /**
+   * Calculates opportunity payment status.
+   *
+   * @return string
+   *   Payment status option value's value
+   */
+  public function calculatePaymentStatus() {
+    if (!($this->totalPaidAmount > 0)) {
+      return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_NO_PAYMENTS, $this->paymentStatusOptionValues);
+    }
+
+    if ($this->totalPaidAmount < $this->totalInvoicedAmount) {
+      return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_PARTIALLY_PAID, $this->paymentStatusOptionValues);
+    }
+
+    if ($this->totalPaidAmount > $this->totalInvoicedAmount) {
+      return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_OVERPAID, $this->paymentStatusOptionValues);
+
+    }
+
+    return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_FULLY_PAID, $this->paymentStatusOptionValues);
+  }
+
+  /**
+   * Updates opportunity financial details.
+   */
+  public function updateOpportunityFinancialDetails(): void {
+    CiviCase::update()
+      ->addValue('Case_Opportunity_Details.Total_Amount_Quoted', $this->calculateTotalQuotedAmount())
+      ->addValue('Case_Opportunity_Details.Total_Amount_Invoiced', $this->calculateTotalQuotedAmount())
+      ->addValue('Case_Opportunity_Details.Invoicing_Status', $this->calculateInvoicingStatus())
+      ->addValue('Case_Opportunity_Details.Total_Amounts_Paid', $this->calculateTotalPaidAmount())
+      ->addValue('Case_Opportunity_Details.Payments_Status', $this->calculatePaymentStatus())
+      ->addWhere('id', '=', $this->caseId)
+      ->execute();
+  }
+
+  /**
+   * Calculates opportunity financial amounts.
+   *
+   * @param array $contributions
+   *   List of contributions that link to the opportunity.
+   */
+  private function calculateOpportunityFinancialAmount($contributions) {
+    $totalQuotedAmount = 0;
+    $totalInvoicedAmount = 0;
+    $totalPaidAmount = 0;
+    foreach ($contributions as $contribution) {
+      $salesOrderId = $contribution['Opportunity_Details.Quotation'];
+      $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator($salesOrderId);
+
+      $totalQuotedAmount += $caseSaleOrderContributionService->getQuotedAmount();
+      $totalPaidAmount += $caseSaleOrderContributionService->calculateTotalPaidAmount();
+      $totalInvoicedAmount += $caseSaleOrderContributionService->calculateTotalInvoicedAmount();
+    }
+
+    $this->totalQuotedAmount = $totalQuotedAmount;
+    $this->totalPaidAmount = $totalPaidAmount;
+    $this->totalInvoicedAmount = $totalInvoicedAmount;
+  }
+
+  /**
+   * Gets Contributions by case Id.
+   *
+   * @param int $caseId
+   *   List of contributions that link to the opportunity.
+   */
+  private function getContributions($caseId) {
+    return Contribution::get(FALSE)
+      ->addSelect('*', 'Opportunity_Details.Quotation')
+      ->addWhere('Opportunity_Details.Case_Opportunity', '=', $caseId)
+      ->execute()
+      ->getArrayCopy();
+  }
+
+}
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 1f766af03..c5918c126 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -2,6 +2,7 @@
 
 namespace Civi\Api4\Action\CaseSalesOrder;
 
+use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderLine;
 use Civi\Api4\Generic\AbstractSaveAction;
 use Civi\Api4\Generic\Result;
@@ -53,6 +54,10 @@ protected function writeRecord($items) {
         $salesOrder['payment_status_id'] = $caseSaleOrderContributionService->calculateInvoicingStatus();
         $salesOrder['invoicing_status_id'] = $caseSaleOrderContributionService->calculatePaymentStatus();
 
+        if (!is_null($saleOrderId)) {
+          $this->updateOpportunityDetails($saleOrderId);
+        }
+
         $salesOrders = $this->writeObjects([$salesOrder]);
         $result = array_pop($salesOrders);
 
@@ -103,4 +108,25 @@ public function removeStaleLineItems(array $salesOrder) {
       ->execute();
   }
 
+  /**
+   * Updates sales order's case opportunity details.
+   *
+   * @param int $salesOrderId
+   *   Sales Order Id.
+   */
+  private function updateOpportunityDetails($salesOrderId): void {
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addSelect('case_id')
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->first();
+
+    if (empty($caseSalesOrder)) {
+      return;
+    }
+
+    $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator($caseSalesOrder['case_id']);
+    $caseSaleOrderContributionService->updateOpportunityFinancialDetails();
+  }
+
 }

From b454abfb1414dac900fc87c9ec3c81a116e4f06f Mon Sep 17 00:00:00 2001
From: Erawat Chamanont <erawat@gmail.com>
Date: Fri, 22 Sep 2023 13:09:21 +0100
Subject: [PATCH 177/199] BTHAB-185: Update statuses on contribution deletion

---
 .../Hook/Pre/DeleteSalesOrderContribution.php | 79 +++++++++++++++++++
 civicase.php                                  | 13 +++
 2 files changed, 92 insertions(+)
 create mode 100644 CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php

diff --git a/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php b/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php
new file mode 100644
index 000000000..e8d5c9f98
--- /dev/null
+++ b/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php
@@ -0,0 +1,79 @@
+<?php
+
+use Civi\Api4\CaseSalesOrder;
+use Civi\Api4\Contribution;
+
+/**
+ * Handles Precessing Contribution deletion.
+ */
+class CRM_Civicase_Hook_Pre_DeleteSalesOrderContribution {
+
+  /**
+   * Updates CaseSaleOrder and Opportunity statuses and financial details.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   * @param mixed $objectId
+   *   Object ID.
+   * @param array &$params
+   *   Array of an entity.
+   */
+  public function run($op, $objectName, $objectId, &$params) {
+    if (!$this->shouldRun($op, $objectName)) {
+      return;
+    }
+
+    $salesOrderId = $this->getQuotationId($objectId);
+    if (empty($salesOrderId)) {
+      return;
+    }
+
+    $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator($salesOrderId);
+    $invoicingStatusId = $caseSaleOrderContributionService->calculateInvoicingStatus();
+    $paymentStatusId = $caseSaleOrderContributionService->calculatePaymentStatus();
+
+    CaseSalesOrder::update()
+      ->addWhere('id', '=', $salesOrderId)
+      ->addValue('invoicing_status_id', $invoicingStatusId)
+      ->addValue('payment_status_id', $paymentStatusId)
+      ->execute();
+
+    $caseSalesOrder = CaseSalesOrder::get()
+      ->addSelect('case_id')
+      ->addWhere('id', '=', $salesOrderId)
+      ->execute()
+      ->first();
+
+    $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator($caseSalesOrder['case_id']);
+    $caseSaleOrderContributionService->updateOpportunityFinancialDetails();
+  }
+
+  /**
+   * Determines if the hook should run or not.
+   *
+   * @param string $op
+   *   The operation being performed.
+   * @param string $objectName
+   *   Object name.
+   *
+   * @return bool
+   *   returns a boolean to determine if hook will run or not.
+   */
+  private function shouldRun($op, $objectName) {
+    return strtolower($objectName) == 'contribution' && $op == 'delete';
+  }
+
+  /**
+   * Gets quotation ID by contribution ID.
+   */
+  private function getQuotationId($id) {
+    return Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('id', '=', $id)
+      ->execute()
+      ->first()['Opportunity_Details.Quotation'];
+  }
+
+}
diff --git a/civicase.php b/civicase.php
index c0d185230..cd497f01c 100644
--- a/civicase.php
+++ b/civicase.php
@@ -259,6 +259,19 @@ function civicase_civicrm_post($op, $objectName, $objectId, &$objectRef) {
   }
 }
 
+/**
+ * Implements hook_civicrm_pre().
+ */
+function civicase_civicrm_pre($op, $objectName, $id, &$params) {
+  $hooks = [
+    new CRM_Civicase_Hook_Pre_DeleteSalesOrderContribution(),
+  ];
+
+  foreach ($hooks as $hook) {
+    $hook->run($op, $objectName, $id, $params);
+  }
+}
+
 /**
  * Implements hook_civicrm_postProcess().
  */

From e4f2ba5a5fa2749c362cc1b99bc9c8f429009827 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 25 Sep 2023 15:11:58 +0100
Subject: [PATCH 178/199] BTHAB-206: Fix failing upgrader

---
 CRM/Civicase/Upgrader/Steps/Step0019.php | 3 +--
 1 file changed, 1 insertion(+), 2 deletions(-)

diff --git a/CRM/Civicase/Upgrader/Steps/Step0019.php b/CRM/Civicase/Upgrader/Steps/Step0019.php
index c89186996..14cfd30cf 100644
--- a/CRM/Civicase/Upgrader/Steps/Step0019.php
+++ b/CRM/Civicase/Upgrader/Steps/Step0019.php
@@ -18,8 +18,7 @@ class CRM_Civicase_Upgrader_Steps_Step0019 {
    */
   public function apply() {
     try {
-      $upgrader = CRM_Civicase_Upgrader_Base::instance();
-      $upgrader->executeSqlFile('sql/auto_install.sql');
+      CRM_Utils_File::sourceSQLFile(CIVICRM_DSN, CRM_Civicase_ExtensionUtil::path('sql/auto_install.sql'));
 
       (new QuotationTemplateManager())->create();
       (new CaseTypeCategoryManager())->create();

From b962ce8e6275aca61ce6f2fc0bab30cfbfb225be Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 25 Sep 2023 15:13:16 +0100
Subject: [PATCH 179/199] BTHAB-206: Set payment and invoice status for new
 sales order

---
 CRM/Civicase/Service/CaseSalesOrderInvoice.php     |  2 +-
 .../Action/CaseSalesOrder/SalesOrderSaveAction.php | 14 ++++++++++++++
 2 files changed, 15 insertions(+), 1 deletion(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderInvoice.php b/CRM/Civicase/Service/CaseSalesOrderInvoice.php
index 57dfa46a2..426b2352a 100644
--- a/CRM/Civicase/Service/CaseSalesOrderInvoice.php
+++ b/CRM/Civicase/Service/CaseSalesOrderInvoice.php
@@ -13,7 +13,7 @@
 class CRM_Civicase_Service_CaseSalesOrderInvoice {
 
   /**
-   * CreditNoteInvoiceService constructor.
+   * CaseSalesOrderInvoice constructor.
    *
    * @param \CRM_Civicase_WorkflowMessage_SalesOrderInvoice $template
    *   Workflow template.
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index c5918c126..9529b80e8 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -26,6 +26,7 @@ public function _run(Result $result) { // phpcs:ignore
       $this->matchExisting($record);
       if (empty($record['id'])) {
         $this->fillDefaults($record);
+        $this->fillMandatoryFields($record);
       }
     }
     $this->validateValues();
@@ -129,4 +130,17 @@ private function updateOpportunityDetails($salesOrderId): void {
     $caseSaleOrderContributionService->updateOpportunityFinancialDetails();
   }
 
+  /**
+   * Fill mandatory fields.
+   *
+   * @param array $params
+   *   Single Sales Order Record.
+   */
+  protected function fillMandatoryFields(&$params) {
+    $saleOrderId = $params['id'] ?? NULL;
+    $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderContributionCalculator($saleOrderId);
+    $params['payment_status_id'] = $caseSaleOrderContributionService->calculateInvoicingStatus();
+    $params['invoicing_status_id'] = $caseSaleOrderContributionService->calculatePaymentStatus();
+  }
+
 }

From 3138d5a0e751b59013660e5957fa1268469a6d92 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 25 Sep 2023 15:22:35 +0100
Subject: [PATCH 180/199] BTHAB-206: Add searchtask to send bulk invoice with
 quotation

---
 .../AttachQuotationToInvoiceMail.php          | 12 +++++----
 .../Hook/alterMailParams/AttachQuotation.php  |  6 ++++-
 civicase.php                                  | 25 +++++++++++++++++++
 .../Form/Contribute/AttachQuotation.tpl       |  2 +-
 4 files changed, 38 insertions(+), 7 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
index 9c36c431b..ab64014c2 100644
--- a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
+++ b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
@@ -17,7 +17,7 @@ class CRM_Civicase_Hook_BuildForm_AttachQuotationToInvoiceMail {
    *   Form Name.
    */
   public function run(CRM_Core_Form &$form, $formName) {
-    if (!$this->shouldRun($formName)) {
+    if (!$this->shouldRun($form, $formName)) {
       return;
     }
 
@@ -31,18 +31,20 @@ public function run(CRM_Core_Form &$form, $formName) {
   /**
    * Determines if the hook will run.
    *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
    * @param string $formName
    *   Form Name.
    *
    * @return bool
    *   TRUE if the hook should run, FALSE otherwise.
    */
-  private function shouldRun($formName) {
+  private function shouldRun($form, $formName) {
     if ($formName != 'CRM_Contribute_Form_Task_Invoice') {
       return FALSE;
     }
 
-    $contributionId = CRM_Utils_Request::retrieve('id', 'Positive');
+    $contributionId = CRM_Utils_Request::retrieve('id', 'Positive', $form, FALSE);
     if (!$contributionId) {
       return FALSE;
     }
@@ -50,12 +52,12 @@ private function shouldRun($formName) {
     $salesOrder = Contribution::get()
       ->addSelect('Opportunity_Details.Quotation')
       ->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY')
-      ->addWhere('id', '=', $contributionId)
+      ->addWhere('id', 'IN', explode(',', $contributionId))
       ->addChain('salesOrder', CaseSalesOrder::get()
         ->addWhere('id', '=', '$Opportunity_Details.Quotation')
       )
       ->execute()
-      ->first()['salesOrder'];
+      ->getArrayCopy();
 
     return !empty($salesOrder);
   }
diff --git a/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
index dcf2d8ecf..e368a33ef 100644
--- a/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
+++ b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
@@ -25,7 +25,11 @@ public function run(array &$params, $context) {
 
     $rendered = $this->getContributionQuotationInvoice($params['tokenContext']['contributionId']);
 
-    $params['attachments'][] = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $rendered['html'], $rendered['format']);
+    $attachment = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $rendered['html'], $rendered['format']);
+
+    if ($attachment) {
+      $params['attachments'][] = $attachment;
+    }
   }
 
   /**
diff --git a/civicase.php b/civicase.php
index cd497f01c..ec2a095ed 100644
--- a/civicase.php
+++ b/civicase.php
@@ -224,6 +224,11 @@ function civicase_civicrm_buildForm($formName, &$form) {
   if (!empty($_REQUEST['civicase_reload'])) {
     $form->civicase_reload = json_decode($_REQUEST['civicase_reload'], TRUE);
   }
+
+  $isSearchKit = CRM_Utils_Request::retrieve('sk', 'Positive');
+  if ($formName == 'CRM_Contribute_Form_Task_Invoice' && $isSearchKit) {
+    $form->add('hidden', 'mail_task_from_sk', $isSearchKit);
+  }
 }
 
 /**
@@ -297,6 +302,10 @@ function civicase_civicrm_postProcess($formName, &$form) {
     $api = civicrm_api3('Case', 'getdetails', ['check_permissions' => 1] + $form->civicase_reload);
     $form->ajaxResponse['civicase_reload'] = $api['values'];
   }
+
+  if ($formName == 'CRM_Contribute_Form_Task_Invoice' && !empty($form->getVar('_submitValues')['mail_task_from_sk'])) {
+    CRM_Utils_System::redirect($_SERVER['HTTP_REFERER']);
+  }
 }
 
 /**
@@ -573,4 +582,20 @@ function civicase_civicrm_searchKitTasks(array &$tasks, bool $checkPermissions,
   ];
 
   $tasks['CaseSalesOrder'] = $actions;
+
+}
+
+/**
+ * Implements hook_civicrm_searchTasks().
+ */
+function civicase_civicrm_searchTasks(string $objectName, array &$tasks) {
+  if ($objectName === 'contribution') {
+    $tasks['bulk_invoice'] = [
+      'title' => ts('Send Invoice by email'),
+      'class' => 'CRM_Contribute_Form_Task_Invoice',
+      'icon' => 'fa-paper-plane-o',
+      'url' => 'civicrm/contribute/task?reset=1&task_item=invoice&sk=1',
+      'key' => 'invoice',
+    ];
+  }
 }
diff --git a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
index 82a949091..76c82d7b8 100644
--- a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
+++ b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
@@ -8,7 +8,7 @@
 {literal}
   <script type="text/javascript">
     CRM.$(function ($) {
-      $('form.CRM_Contribute_Form_Task_Invoice > table.form-layout-compressed > tbody').append($('tr.attach-quote'))
+      $('#email_comment').parent().parent().after($('tr.attach-quote'))
     })
   </script>
 {/literal}

From daf29c6e3622857e424c330df48cf30cee3ddf0d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 26 Sep 2023 07:30:14 +0100
Subject: [PATCH 181/199] BTHAB-206: Hide PDF selector and suport invoicehelper
 customization

---
 .../Hook/BuildForm/AttachQuotationToInvoiceMail.php        | 5 ++++-
 civicase.php                                               | 7 +++++++
 js/invoice-bulk-mail.js                                    | 5 +++++
 managed/SavedSearch_Civicase_Quotations.mgd.php            | 2 +-
 templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl | 6 ++++++
 5 files changed, 23 insertions(+), 2 deletions(-)
 create mode 100644 js/invoice-bulk-mail.js

diff --git a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
index ab64014c2..ea9dd080a 100644
--- a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
+++ b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
@@ -40,7 +40,10 @@ public function run(CRM_Core_Form &$form, $formName) {
    *   TRUE if the hook should run, FALSE otherwise.
    */
   private function shouldRun($form, $formName) {
-    if ($formName != 'CRM_Contribute_Form_Task_Invoice') {
+    if (!in_array($formName, [
+      'CRM_Contribute_Form_Task_Invoice',
+      'CRM_Invoicehelper_Contribute_Form_Task_Invoice',
+    ])) {
       return FALSE;
     }
 
diff --git a/civicase.php b/civicase.php
index ec2a095ed..e226931d5 100644
--- a/civicase.php
+++ b/civicase.php
@@ -228,6 +228,13 @@ function civicase_civicrm_buildForm($formName, &$form) {
   $isSearchKit = CRM_Utils_Request::retrieve('sk', 'Positive');
   if ($formName == 'CRM_Contribute_Form_Task_Invoice' && $isSearchKit) {
     $form->add('hidden', 'mail_task_from_sk', $isSearchKit);
+    CRM_Core_Resources::singleton()->addScriptFile(
+      CRM_Civicase_ExtensionUtil::LONG_NAME,
+      'js/invoice-bulk-mail.js',
+    );
+    $form->setTitle(ts('Email Contribution Invoice'));
+    $ids = CRM_Utils_Request::retrieve('id', 'Positive', $form, FALSE);
+    $form->assign('totalSelectedContributions', count(explode(',', $ids)));
   }
 }
 
diff --git a/js/invoice-bulk-mail.js b/js/invoice-bulk-mail.js
new file mode 100644
index 000000000..d63bb1bac
--- /dev/null
+++ b/js/invoice-bulk-mail.js
@@ -0,0 +1,5 @@
+(function ($, _) {
+  $('input[value=email_invoice]').prop('checked', true).click();
+  $('div.help').hide();
+  $('input[name=output]').parent().parent().hide();
+})(CRM.$, CRM._);
diff --git a/managed/SavedSearch_Civicase_Quotations.mgd.php b/managed/SavedSearch_Civicase_Quotations.mgd.php
index df80a6b6c..1000f31fc 100644
--- a/managed/SavedSearch_Civicase_Quotations.mgd.php
+++ b/managed/SavedSearch_Civicase_Quotations.mgd.php
@@ -584,7 +584,7 @@
                     'icon' => 'fa-paper-plane-o',
                     'text' => 'Send By Email',
                     'style' => 'default',
-                    'path' => 'civicrm/contribute/invoice/email/?reset=1&id=[id]&select=email',
+                    'path' => 'civicrm/contribute/invoice/email/?reset=1&id=[id]&select=email&cid=[contact_id]',
                     'condition' => [],
                   ],
                 ],
diff --git a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
index 76c82d7b8..b84493606 100644
--- a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
+++ b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
@@ -4,10 +4,16 @@
     <td class="html-adjust">{$form.attach_quote.html} <span>Yes</span></td>
   </tr>
 </table>
+<div id="editMessageDetails"></div>
 
 {literal}
   <script type="text/javascript">
     CRM.$(function ($) {
+      if ($('#html_message').length) {
+        $('#html_message').parent().parent().after($('tr.attach-quote'))
+
+        return
+      }
       $('#email_comment').parent().parent().after($('tr.attach-quote'))
     })
   </script>

From 4ac5d724421d7c4ebc898288c2b6b3a9cc8cf12b Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 26 Sep 2023 22:56:22 +0100
Subject: [PATCH 182/199] BTHAB-145: Add button to create invoice

---
 .../AddEntityReferenceToCustomField.php       | 31 +++++++++++++++++--
 .../directives/invoices-list.directive.html   |  8 +++++
 .../directives/invoices-list.directive.js     |  8 +++++
 .../directives/quotations-list.directive.js   |  2 +-
 js/contribution-entityref-field.js            |  6 +++-
 5 files changed, 51 insertions(+), 4 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
index 0e2a9d1b5..dac5e0698 100644
--- a/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
+++ b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
@@ -1,5 +1,6 @@
 <?php
 
+use Civi\Api4\CaseContact;
 use CRM_Civicase_ExtensionUtil as E;
 
 /**
@@ -20,13 +21,13 @@ public function run(CRM_Core_Form &$form, $formName) {
       return;
     }
 
-    $customFields[] = [
+    $customFields['case'] = [
       'name' => CRM_Core_BAO_CustomField::getCustomFieldID('Case_Opportunity', 'Opportunity_Details', TRUE),
       'entity' => 'Case',
       'placeholder' => '- Select Case/Opportunity -',
     ];
 
-    $customFields[] = [
+    $customFields['salesOrder'] = [
       'name' => CRM_Core_BAO_CustomField::getCustomFieldID('Quotation', 'Opportunity_Details', TRUE),
       'entity' => 'CaseSalesOrder',
       'placeholder' => '- Select Quotation -',
@@ -36,9 +37,35 @@ public function run(CRM_Core_Form &$form, $formName) {
       'scriptFile' => [E::LONG_NAME, 'js/contribution-entityref-field.js'],
       'region' => 'page-header',
     ]);
+
+    $this->populateDefaultFields($form, $customFields);
     \Civi::resources()->addVars('civicase', ['entityRefCustomFields' => $customFields]);
   }
 
+  /**
+   * Populates default fields.
+   *
+   * @param \CRM_Core_Form &$form
+   *   Form Class object.
+   * @param array &$customFields
+   *   Custom fields to set default value.
+   */
+  private function populateDefaultFields(CRM_Core_Form &$form, array &$customFields) {
+    $caseId = CRM_Utils_Request::retrieve('caseId', 'Positive', $form);
+    if (!$caseId) {
+      return;
+    }
+
+    $customFields['case']['value'] = $caseId;
+    $caseClient = CaseContact::get()
+      ->addSelect('contact_id')
+      ->addWhere('case_id', '=', $caseId)
+      ->execute()
+      ->first()['contact_id'] ?? NULL;
+
+    $form->setDefaults(array_merge($form->_defaultValues, ['contact_id' => $caseClient]));
+  }
+
   /**
    * Checks if the hook should run.
    *
diff --git a/ang/civicase-features/invoices/directives/invoices-list.directive.html b/ang/civicase-features/invoices/directives/invoices-list.directive.html
index c34641c6d..233d52c1c 100644
--- a/ang/civicase-features/invoices/directives/invoices-list.directive.html
+++ b/ang/civicase-features/invoices/directives/invoices-list.directive.html
@@ -1,5 +1,13 @@
 <div id="bootstrap-theme" class="civicase__container">
   <h1 crm-page-title>{{ ts('Quotation Invoices') }}</h1>
+
+  <a
+      ng-click="contributionURL()"
+      class="btn btn-primary civicase-workflow-list__new-button">
+      <i class="material-icons">add_circle</i>
+    {{:: ts('Create Invoice') }}
+    </a>
+
   <div class="panel panel-default">
     <div class="panel-body">
       <afsearch-quotation-invoices></afsearch-quotation-invoices>
diff --git a/ang/civicase-features/invoices/directives/invoices-list.directive.js b/ang/civicase-features/invoices/directives/invoices-list.directive.js
index 41751d97a..4ce2265de 100644
--- a/ang/civicase-features/invoices/directives/invoices-list.directive.js
+++ b/ang/civicase-features/invoices/directives/invoices-list.directive.js
@@ -18,6 +18,14 @@
    * @param {object} $window window object of the browser
    */
   function invoicesListController ($scope, $location, $window) {
+    $scope.contributionURL = async () => {
+      let url = CRM.url('/contribute/add?reset=1&action=add&context=standalone');
+      const caseId = $location.search().caseId;
+      if (caseId) {
+        url += `&caseId=${caseId}`;
+      }
 
+      $window.location.href = url;
+    };
   }
 })(angular, CRM._);
diff --git a/ang/civicase-features/quotations/directives/quotations-list.directive.js b/ang/civicase-features/quotations/directives/quotations-list.directive.js
index d527176bc..1d414ff7a 100644
--- a/ang/civicase-features/quotations/directives/quotations-list.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-list.directive.js
@@ -31,7 +31,7 @@
      * Redirects user to new quotation screen
      */
     function redirectToQuotationCreationScreen () {
-      let url = '/civicrm/case-features/a#/quotations/new';
+      let url = CRM.url('/case-features/a#/quotations/new');
       const caseId = $location.search().caseId;
       if (caseId) {
         url += `?caseId=${caseId}`;
diff --git a/js/contribution-entityref-field.js b/js/contribution-entityref-field.js
index cd424a04a..8d0922353 100644
--- a/js/contribution-entityref-field.js
+++ b/js/contribution-entityref-field.js
@@ -8,7 +8,7 @@
   };
 
   $(document).one('crmLoad', function () {
-    const entityRefCustomFields = CRM.vars.civicase.entityRefCustomFields ?? [];
+    const entityRefCustomFields = Object.values(CRM.vars.civicase.entityRefCustomFields ?? {});
 
     /* eslint-disable no-undef */
     waitForElement($, '#customData', function ($, elem) {
@@ -20,6 +20,10 @@
             entity: field.entity,
             create: false
           });
+
+        if (field.value) {
+          $(`[name^=${field.name}_]`).val(field.value).trigger('change');
+        }
       });
     });
   });

From adc92438e2f0eb1dfdbd7fef3236e61488e5046d Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 27 Sep 2023 07:18:20 +0100
Subject: [PATCH 183/199] BTHAB-145: Refactor how client_id is populated from
 case

---
 .../directives/quotations-create.directive.js       | 13 ++++++-------
 1 file changed, 6 insertions(+), 7 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 5f4d16e02..10008049a 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -117,13 +117,12 @@
         return;
       }
 
-      crmApi4('Relationship', 'get', {
-        select: ['contact_id_a'],
-        where: [['case_id', '=', $scope.defaultCaseId], ['relationship_type_id:name', '=', 'Case Coordinator is'], ['is_current', '=', true]],
-        limit: 1
-      }).then(function (relationships) {
-        if (Array.isArray(relationships) && relationships.length > 0) {
-          $scope.salesOrder.client_id = relationships[0].contact_id_a ?? null;
+      crmApi4('CaseContact', 'get', {
+        select: ['contact_id'],
+        where: [['case_id', '=', $scope.defaultCaseId]]
+      }).then(function (caseContacts) {
+        if (Array.isArray(caseContacts) && caseContacts.length > 0) {
+          $scope.salesOrder.client_id = caseContacts[0].contact_id ?? null;
         }
       });
     }

From 48d22e494646e6c0cefd411806a6f0261a41aba3 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 29 Sep 2023 06:58:42 +0100
Subject: [PATCH 184/199] CIWEMB-514: Fix not able to create non-salesorder
 contribution

---
 CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
index 894a0d81a..a729856e9 100644
--- a/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
+++ b/CRM/Civicase/Hook/Post/CaseSalesOrderPayment.php
@@ -41,8 +41,8 @@ public function run($op, $objectName, $objectId, &$objectRef) {
       ->execute()
       ->first();
 
-    $this->updateQuotationFinancialStatuses($contribution['Opportunity_Details.Quotation']);
-    $this->updateCaseOpportunityFinancialDetails($contribution['Opportunity_Details.Case_Opportunity']);
+    $this->updateQuotationFinancialStatuses($contribution['Opportunity_Details.Quotation'] ?: NULL);
+    $this->updateCaseOpportunityFinancialDetails($contribution['Opportunity_Details.Case_Opportunity'] ?: NULL);
   }
 
   /**
@@ -51,7 +51,7 @@ public function run($op, $objectName, $objectId, &$objectRef) {
    * @param int $salesOrderID
    *   CaseSalesOrder ID.
    */
-  private function updateQuotationFinancialStatuses(int $salesOrderID): void {
+  private function updateQuotationFinancialStatuses(?int $salesOrderID): void {
     if (empty($salesOrderID)) {
       return;
     }

From e8dd0b0467724b4b2e742077a330197affc913eb Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 6 Oct 2023 08:51:09 +0100
Subject: [PATCH 185/199] CIWEMB-525: Ensure hook will only run where expected

---
 .../Hook/BuildForm/AddEntityReferenceToCustomField.php   | 9 ++++++---
 1 file changed, 6 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
index dac5e0698..9e6b6c53d 100644
--- a/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
+++ b/CRM/Civicase/Hook/BuildForm/AddEntityReferenceToCustomField.php
@@ -17,7 +17,7 @@ class CRM_Civicase_Hook_BuildForm_AddEntityReferenceToCustomField {
    *   Form Name.
    */
   public function run(CRM_Core_Form &$form, $formName) {
-    if (!$this->shouldRun($formName)) {
+    if (!$this->shouldRun($form, $formName)) {
       return;
     }
 
@@ -69,14 +69,17 @@ private function populateDefaultFields(CRM_Core_Form &$form, array &$customField
   /**
    * Checks if the hook should run.
    *
+   * @param \CRM_Core_Form $form
+   *   Form object.
    * @param string $formName
    *   Form Name.
    *
    * @return bool
    *   True if hook should run, otherwise false.
    */
-  public function shouldRun($formName) {
-    return $formName === "CRM_Contribute_Form_Contribution";
+  public function shouldRun($form, $formName) {
+    $addOrUpdate = ($form->getAction() & CRM_Core_Action::ADD) || ($form->getAction() & CRM_Core_Action::UPDATE);
+    return $formName === "CRM_Contribute_Form_Contribution" &&  $addOrUpdate;
   }
 
 }

From ca4ee2ca06668e5ce9ef793ebb82fb63fb48bd29 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 10 Oct 2023 09:50:24 +0100
Subject: [PATCH 186/199] BTHAB-202: Ensure the product price doesnt exceed the
 max price

---
 .../CaseSalesOrder/SalesOrderSaveAction.php   | 28 +++++++++++++++++-
 .../directives/quotations-create.directive.js | 24 ++++++++++++++-
 .../SalesOrderSaveActionTest.php              | 29 ++++++++++++++++++-
 3 files changed, 78 insertions(+), 3 deletions(-)

diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 9529b80e8..2af4afe87 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -7,6 +7,7 @@
 use Civi\Api4\Generic\AbstractSaveAction;
 use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
+use Civi\Api4\Product;
 use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
 use CRM_Core_Transaction;
 
@@ -46,6 +47,7 @@ protected function writeRecord($items) {
       $output = [];
       foreach ($items as $salesOrder) {
         $lineItems = $salesOrder['items'];
+        $this->validateLinItemProductPrice($lineItems);
         $total = CaseSalesOrderBAO::computeTotal($lineItems);
         $salesOrder['total_before_tax'] = $total['totalBeforeTax'];
         $salesOrder['total_after_tax'] = $total['totalAfterTax'];
@@ -122,7 +124,7 @@ private function updateOpportunityDetails($salesOrderId): void {
       ->execute()
       ->first();
 
-    if (empty($caseSalesOrder)) {
+    if (empty($caseSalesOrder) || empty($caseSalesOrder['case_id'])) {
       return;
     }
 
@@ -143,4 +145,28 @@ protected function fillMandatoryFields(&$params) {
     $params['invoicing_status_id'] = $caseSaleOrderContributionService->calculatePaymentStatus();
   }
 
+  /**
+   * Ensures the product price doesnt exceed the max price.
+   *
+   * @param array $lineItems
+   *   Sales Order line items.
+   */
+  protected function validateLinItemProductPrice(array &$lineItems) {
+    array_walk($lineItems, function (&$lineItem) {
+      if (!empty($lineItem['product_id'])) {
+        $product = Product::get()
+          ->addSelect('cost')
+          ->addWhere('id', '=', $lineItem['product_id'])
+          ->execute()
+          ->first();
+
+        if ($product && !empty($product['cost']) && $product['cost'] < $lineItem['subtotal_amount']) {
+          $lineItem['unit_price'] = $product['cost'];
+          $lineItem['quantity'] = 1;
+          $lineItem['subtotal_amount'] = CaseSalesOrderBAO::getSubTotal($lineItem);
+        }
+      }
+    });
+  }
+
 }
diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 10008049a..83591af02 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -33,7 +33,6 @@
 
     $scope.isUpdate = false;
     $scope.formValid = true;
-    $scope.membeshipTypesProductDiscountPercentage = 0;
     $scope.roundTo = roundTo;
     $scope.formatMoney = formatMoney;
     $scope.submitInProgress = false;
@@ -43,6 +42,7 @@
     $scope.currencyCodes = CurrencyCodes.getAll();
     $scope.handleClientChange = handleClientChange;
     $scope.handleProductChange = handleProductChange;
+    $scope.membeshipTypesProductDiscountPercentage = 0;
     $scope.handleCurrencyChange = handleCurrencyChange;
     $scope.salesOrderStatus = SalesOrderStatus.getAll();
     $scope.defaultCaseId = $location.search().caseId || null;
@@ -316,6 +316,28 @@
 
       item.subtotal_amount = item.unit_price * item.quantity * ((100 - item.discounted_percentage) / 100) || 0;
       $scope.$emit('totalChange');
+      validateProductPrice(index);
+    }
+
+    /**
+     * Ensures the product price doesnt exceed the max price
+     *
+     * @param {number} index index of the sales order line item
+     */
+    function validateProductPrice (index) {
+      const productId = $scope.salesOrder.items[index].product_id;
+      const shouldCompareCost = productId && productsCache.has(productId) && parseFloat(productsCache.get(productId).cost) > 0;
+      if (!shouldCompareCost) {
+        return;
+      }
+
+      const cost = productsCache.get(productId).cost;
+      if ($scope.salesOrder.items[index].subtotal_amount > cost) {
+        $scope.salesOrder.items[index].quantity = 1;
+        $scope.salesOrder.items[index].unit_price = parseFloat(cost);
+        CRM.alert('The quotation line item(s) have been set to the maximum premium price', ts('info'), 'info');
+        calculateSubtotal(index);
+      }
     }
 
     /**
diff --git a/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
index 787c34c50..6244d58ed 100644
--- a/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
+++ b/tests/phpunit/Civi/Api4/CaseSalesOrder/SalesOrderSaveActionTest.php
@@ -3,6 +3,7 @@
 use Civi\Api4\CaseSalesOrder;
 use Civi\Api4\CaseSalesOrderLine;
 use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+use CRM_Civicase_Test_Fabricator_Product as ProductFabricator;
 
 /**
  * CaseSalesOrder.SalesOrderSaveAction API Test Case.
@@ -17,7 +18,7 @@ class Civi_Api4_CaseSalesOrder_SalesOrderSaveActionTest extends BaseHeadlessTest
   /**
    * Setup data before tests run.
    */
-  public function setUp() {
+  public function setUp(): void {
     $contact = ContactFabricator::fabricate();
     $this->registerCurrentLoggedInContactInSession($contact['id']);
   }
@@ -162,4 +163,30 @@ public function testDetachedLineItemsAreRemovedFromSalesOrderOnUpdate() {
     $this->assertEquals($salesOrder['items'][0]['id'], $salesOrderLine[0]['id']);
   }
 
+  /**
+   * Test line item subtotal doesnt exceed product maximum cost.
+   */
+  public function testSubTotalDoesntExceedProductCost() {
+    $productPrice = 200;
+    $salesOrder = $this->getCaseSalesOrderData();
+    $salesOrder['items'][] = $this->getCaseSalesOrderLineData(
+      ['unit_price' => 200, 'quantity' => 2]
+    );
+
+    $salesOrder['items'][0]['product_id'] = ProductFabricator::fabricate(['cost' => 200])['id'];
+
+    $salesOrderId = CaseSalesOrder::save()
+      ->addRecord($salesOrder)
+      ->execute()
+      ->jsonSerialize()[0]['id'];
+
+    $salesOrderLine = CaseSalesOrderLine::get()
+      ->addWhere('sales_order_id', '=', $salesOrderId)
+      ->execute()
+      ->jsonSerialize();
+
+    $this->assertNotEmpty($salesOrderLine);
+    $this->assertEquals($productPrice, $salesOrderLine[0]['subtotal_amount']);
+  }
+
 }

From 4d43982d77a478b3f0982b99ef3d8374065d846e Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 16 Oct 2023 05:40:48 +0100
Subject: [PATCH 187/199] BTHAB-257: Fetch discount information for case client

---
 .../quotations/directives/quotations-create.directive.js     | 5 ++++-
 1 file changed, 4 insertions(+), 1 deletion(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 83591af02..5efdac61b 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -123,6 +123,9 @@
       }).then(function (caseContacts) {
         if (Array.isArray(caseContacts) && caseContacts.length > 0) {
           $scope.salesOrder.client_id = caseContacts[0].contact_id ?? null;
+          if ($scope.salesOrder.client_id) {
+            handleClientChange();
+          }
         }
       });
     }
@@ -230,7 +233,7 @@
       const clientID = $scope.salesOrder.client_id;
       crmApi4('Membership', 'get', {
         select: ['membership_type_id.Product_Discounts.Product_Discount_Amount'],
-        where: [['contact_id', '=', clientID]]
+        where: [['contact_id', '=', clientID], ['status_id.is_current_member', '=', true]]
       }).then(function (results) {
         let discountPercentage = 0;
         results.forEach((membership) => {

From 7e62cab264e96039d38cccbd2f1db4fc07bb2b31 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Tue, 17 Oct 2023 05:02:09 +0100
Subject: [PATCH 188/199] BTHAB-257: Ensure quotation is attached to mail by
 default

---
 .../Hook/BuildForm/AttachQuotationToInvoiceMail.php        | 1 +
 CRM/Civicase/Hook/alterMailParams/AttachQuotation.php      | 7 ++++---
 templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl | 1 +
 3 files changed, 6 insertions(+), 3 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
index ea9dd080a..74a660cb0 100644
--- a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
+++ b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
@@ -22,6 +22,7 @@ public function run(CRM_Core_Form &$form, $formName) {
     }
 
     $form->add('checkbox', 'attach_quote', ts('Attach Quotation'));
+    $form->setDefaults(array_merge($form->_defaultValues, ['attach_quote' => TRUE]));
 
     CRM_Core_Region::instance('page-body')->add([
       'template' => "CRM/Civicase/Form/Contribute/AttachQuotation.tpl",
diff --git a/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
index e368a33ef..d6a99919c 100644
--- a/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
+++ b/CRM/Civicase/Hook/alterMailParams/AttachQuotation.php
@@ -23,12 +23,13 @@ public function run(array &$params, $context) {
       return;
     }
 
-    $rendered = $this->getContributionQuotationInvoice($params['tokenContext']['contributionId']);
+    $contributionId = $params['tokenContext']['contributionId'] ?? $params['tplParams']['id'];
+    $rendered = $this->getContributionQuotationInvoice($contributionId);
 
     $attachment = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $rendered['html'], $rendered['format']);
 
     if ($attachment) {
-      $params['attachments'][] = $attachment;
+      $params['attachments']['quotaition_invoice'] = $attachment;
     }
   }
 
@@ -73,7 +74,7 @@ private function getContributionQuotationInvoice($contributionId) {
    */
   private function shouldRun(array $params, $context, $shouldAttachQuote) {
     $component = $params['tplParams']['component'] ?? '';
-    if ($component !== 'contribute' || $context !== 'messageTemplate' || empty($shouldAttachQuote)) {
+    if ($component !== 'contribute' || empty($shouldAttachQuote)) {
       return FALSE;
     }
 
diff --git a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
index b84493606..68e374fef 100644
--- a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
+++ b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
@@ -9,6 +9,7 @@
 {literal}
   <script type="text/javascript">
     CRM.$(function ($) {
+      $('#attach_quote').prop('checked', 1)
       if ($('#html_message').length) {
         $('#html_message').parent().parent().after($('tr.attach-quote'))
 

From 98e811d5791a89d560b2fe7633e455e4cefb7cf0 Mon Sep 17 00:00:00 2001
From: shahrukh-compuco <shahrukh@compuco.io>
Date: Mon, 23 Oct 2023 12:37:11 +0500
Subject: [PATCH 189/199] BTHAB-271: Fix invoice and payment status bugs for
 quotations

The payment and invoice statuses were being calculated in accordance to just invoiced amount without considering the quoted amount and the calculations previously also took into account the deleted invoices which were resulting in incorrect statuses calculations
---
 .../Hook/Pre/DeleteSalesOrderContribution.php | 10 +++++--
 .../AbstractBaseSalesOrderCalculator.php      |  2 +-
 .../CaseSalesOrderContributionCalculator.php  | 28 +++++++++++++-----
 .../CaseSalesOrderOpportunityCalculator.php   | 29 ++++++++++++++-----
 4 files changed, 51 insertions(+), 18 deletions(-)

diff --git a/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php b/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php
index e8d5c9f98..9dacd7a73 100644
--- a/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php
+++ b/CRM/Civicase/Hook/Pre/DeleteSalesOrderContribution.php
@@ -30,7 +30,10 @@ public function run($op, $objectName, $objectId, &$params) {
       return;
     }
 
-    $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator($salesOrderId);
+    $caseSaleOrderContributionService = new CRM_Civicase_Service_CaseSalesOrderContributionCalculator(
+      $salesOrderId,
+      (int) $objectId
+    );
     $invoicingStatusId = $caseSaleOrderContributionService->calculateInvoicingStatus();
     $paymentStatusId = $caseSaleOrderContributionService->calculatePaymentStatus();
 
@@ -46,7 +49,10 @@ public function run($op, $objectName, $objectId, &$params) {
       ->execute()
       ->first();
 
-    $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator($caseSalesOrder['case_id']);
+    $caseSaleOrderContributionService = new \CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator(
+      $caseSalesOrder['case_id'],
+      (int) $objectId
+    );
     $caseSaleOrderContributionService->updateOpportunityFinancialDetails();
   }
 
diff --git a/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php b/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
index 1e9b74b2c..ce7752b0f 100644
--- a/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
+++ b/CRM/Civicase/Service/AbstractBaseSalesOrderCalculator.php
@@ -13,7 +13,7 @@ abstract class CRM_Civicase_Service_AbstractBaseSalesOrderCalculator {
     INVOICING_STATUS_FULLY_INVOICED = 'fully_invoiced',
     PAYMENT_STATUS_NO_PAYMENTS = 'no_payments',
     PAYMENT_STATUS_PARTIALLY_PAID = 'partially_paid',
-    PAYMENT_STATUS_OVERPAID = 'overpaid',
+    PAYMENT_STATUS_OVERPAID = 'over_paid',
     PAYMENT_STATUS_FULLY_PAID = 'fully_paid';
 
   /**
diff --git a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
index 2e44c8470..1edc7e6c4 100644
--- a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
@@ -36,20 +36,29 @@ class CRM_Civicase_Service_CaseSalesOrderContributionCalculator extends CRM_Civi
    * @var float
    */
   private float $totalPaymentsAmount;
+  /**
+   * ID of contribution that is being deleted.
+   *
+   * @var null|int
+   */
+  private ?int $deletingContributionId;
 
   /**
    * Class constructor.
    *
    * @param string $salesOrderId
    *   Sales Order ID.
+   * @param null|int $deletingContributionId
+   *   ID of contribution that is being deleted.
    *
    * @throws API_Exception
    * @throws CiviCRM_API3_Exception
    * @throws \Civi\API\Exception\UnauthorizedException
    */
-  public function __construct($salesOrderId) {
+  public function __construct($salesOrderId, ?int $deletingContributionId = NULL) {
     parent::__construct();
     $this->salesOrder = $this->getSalesOrder($salesOrderId);
+    $this->deletingContributionId = $deletingContributionId;
     $this->contributions = $this->getContributions();
     $this->totalInvoicedAmount = $this->getTotalInvoicedAmount();
     $this->totalPaymentsAmount = $this->getTotalPaymentsAmount();
@@ -115,11 +124,12 @@ public function calculatePaymentStatus() {
       return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_NO_PAYMENTS, $this->paymentStatusOptionValues);
     }
 
-    if ($this->totalPaymentsAmount < $this->totalInvoicedAmount) {
+    $quotationTotalAmount = $this->salesOrder['total_after_tax'];
+    if ($this->totalPaymentsAmount < $quotationTotalAmount) {
       return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_PARTIALLY_PAID, $this->paymentStatusOptionValues);
     }
 
-    if ($this->totalPaymentsAmount > $this->totalInvoicedAmount) {
+    if ($this->totalPaymentsAmount > $quotationTotalAmount) {
       return $this->getValueFromOptionValues(parent::PAYMENT_STATUS_OVERPAID, $this->paymentStatusOptionValues);
     }
 
@@ -140,10 +150,14 @@ private function getContributions() {
       return [];
     }
 
-    return Contribution::get(FALSE)
-      ->addWhere('Opportunity_Details.Quotation', '=', $this->salesOrder['id'])
-      ->execute()
-      ->getArrayCopy();
+    $contributions = Contribution::get(FALSE)
+      ->addWhere('Opportunity_Details.Quotation', '=', $this->salesOrder['id']);
+
+    if ($this->deletingContributionId !== NULL) {
+      $contributions->addWhere('id', '!=', $this->deletingContributionId);
+    }
+
+    return $contributions->execute()->getArrayCopy();
   }
 
   /**
diff --git a/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php b/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php
index b73923908..971d7da57 100644
--- a/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderOpportunityCalculator.php
@@ -31,16 +31,25 @@ class CRM_Civicase_Service_CaseSalesOrderOpportunityCalculator extends CRM_Civic
    * @var string
    */
   private string $caseId;
+  /**
+   * ID of contribution that is being deleted.
+   *
+   * @var null|int
+   */
+  private ?int $deletingContributionId;
 
   /**
    * Constructor for CaseSalesOrderOpportunityCalculator class.
    *
    * @param string $caseId
    *   Case Id.
+   * @param null|int $deletingContributionId
+   *   ID of contribution that is being deleted.
    */
-  public function __construct($caseId) {
+  public function __construct($caseId, ?int $deletingContributionId = NULL) {
     parent::__construct();
     $this->caseId = $caseId;
+    $this->deletingContributionId = $deletingContributionId;
     $contributions = $this->getContributions($caseId);
     $this->calculateOpportunityFinancialAmount($contributions);
   }
@@ -104,11 +113,11 @@ public function calculatePaymentStatus() {
       return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_NO_PAYMENTS, $this->paymentStatusOptionValues);
     }
 
-    if ($this->totalPaidAmount < $this->totalInvoicedAmount) {
+    if ($this->totalPaidAmount < $this->totalQuotedAmount) {
       return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_PARTIALLY_PAID, $this->paymentStatusOptionValues);
     }
 
-    if ($this->totalPaidAmount > $this->totalInvoicedAmount) {
+    if ($this->totalPaidAmount > $this->totalQuotedAmount) {
       return $this->getLabelFromOptionValues(parent::PAYMENT_STATUS_OVERPAID, $this->paymentStatusOptionValues);
 
     }
@@ -122,7 +131,7 @@ public function calculatePaymentStatus() {
   public function updateOpportunityFinancialDetails(): void {
     CiviCase::update()
       ->addValue('Case_Opportunity_Details.Total_Amount_Quoted', $this->calculateTotalQuotedAmount())
-      ->addValue('Case_Opportunity_Details.Total_Amount_Invoiced', $this->calculateTotalQuotedAmount())
+      ->addValue('Case_Opportunity_Details.Total_Amount_Invoiced', $this->calculateTotalInvoicedAmount())
       ->addValue('Case_Opportunity_Details.Invoicing_Status', $this->calculateInvoicingStatus())
       ->addValue('Case_Opportunity_Details.Total_Amounts_Paid', $this->calculateTotalPaidAmount())
       ->addValue('Case_Opportunity_Details.Payments_Status', $this->calculatePaymentStatus())
@@ -161,11 +170,15 @@ private function calculateOpportunityFinancialAmount($contributions) {
    *   List of contributions that link to the opportunity.
    */
   private function getContributions($caseId) {
-    return Contribution::get(FALSE)
+    $contributions = Contribution::get(FALSE)
       ->addSelect('*', 'Opportunity_Details.Quotation')
-      ->addWhere('Opportunity_Details.Case_Opportunity', '=', $caseId)
-      ->execute()
-      ->getArrayCopy();
+      ->addWhere('Opportunity_Details.Case_Opportunity', '=', $caseId);
+
+    if ($this->deletingContributionId !== NULL) {
+      $contributions->addWhere('id', '!=', $this->deletingContributionId);
+    }
+
+    return $contributions->execute()->getArrayCopy();
   }
 
 }

From 630ad2b5425b8e80297af0fb673c697fd5719109 Mon Sep 17 00:00:00 2001
From: shahrukh-compuco <shahrukh@compuco.io>
Date: Mon, 30 Oct 2023 17:28:41 +0500
Subject: [PATCH 190/199] BTHAB-183: Add deposit paid status for quotations

---
 CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php | 8 ++++++++
 1 file changed, 8 insertions(+)

diff --git a/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
index 105c5bfe4..e35d20efb 100644
--- a/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
+++ b/CRM/Civicase/Setup/Manage/CaseSalesOrderStatusManager.php
@@ -56,6 +56,14 @@ private function createSaleOrderStatus() {
       'is_reserved' => TRUE,
     ]);
 
+    CRM_Core_BAO_OptionValue::ensureOptionValueExists([
+      'option_group_id' => self::SALE_ORDER_STATUS_NAME,
+      'name' => 'deposit_paid',
+      'label' => 'Deposit paid',
+      'is_active' => TRUE,
+      'is_reserved' => TRUE,
+    ]);
+
     CRM_Core_BAO_OptionValue::ensureOptionValueExists([
       'option_group_id' => self::SALE_ORDER_STATUS_NAME,
       'name' => 'declined',

From 0ca86973880a0dbc18fd5122b308ec98846ebc63 Mon Sep 17 00:00:00 2001
From: shahrukh-compuco <shahrukh@compuco.io>
Date: Mon, 20 Nov 2023 17:28:42 +0500
Subject: [PATCH 191/199] BTHAB-253: Add validation for discount amount field

---
 managed/CustomGroup_Product_Discounts.mgd.php | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/managed/CustomGroup_Product_Discounts.mgd.php b/managed/CustomGroup_Product_Discounts.mgd.php
index 163677024..664d3fe72 100644
--- a/managed/CustomGroup_Product_Discounts.mgd.php
+++ b/managed/CustomGroup_Product_Discounts.mgd.php
@@ -58,7 +58,7 @@
         'help_pre' => NULL,
         'help_post' => 'Specify a discount that will automatically be applied when adding a product line item to a quotation if the contact is a member of this type.',
         'mask' => NULL,
-        'attributes' => NULL,
+        'attributes' => ' pattern="([0-9]*[.])?[0-9]+" ',
         'javascript' => NULL,
         'is_active' => TRUE,
         'is_view' => FALSE,

From 24e681885b581216b4461279bdcefbf99d418510 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 30 Nov 2023 17:01:05 +0100
Subject: [PATCH 192/199] BTHAB-248: Remove unnecessary API 4 backend
 permission checks

---
 .../Service/CaseSalesOrderContributionCalculator.php      | 2 +-
 Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php  | 8 ++++----
 2 files changed, 5 insertions(+), 5 deletions(-)

diff --git a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
index 1edc7e6c4..063447175 100644
--- a/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
+++ b/CRM/Civicase/Service/CaseSalesOrderContributionCalculator.php
@@ -173,7 +173,7 @@ private function getContributions() {
    * @throws \Civi\API\Exception\UnauthorizedException
    */
   private function getSalesOrder($saleOrderId) {
-    return CaseSalesOrder::get()
+    return CaseSalesOrder::get(FALSE)
       ->addWhere('id', '=', $saleOrderId)
       ->execute()
       ->first();
diff --git a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
index 2af4afe87..de525fec8 100644
--- a/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/SalesOrderSaveAction.php
@@ -64,7 +64,7 @@ protected function writeRecord($items) {
         $salesOrders = $this->writeObjects([$salesOrder]);
         $result = array_pop($salesOrders);
 
-        $caseSalesOrderLineAPI = CaseSalesOrderLine::save();
+        $caseSalesOrderLineAPI = CaseSalesOrderLine::save(FALSE);
         $this->removeStaleLineItems($salesOrder);
         if (!empty($result) && !empty($lineItems)) {
           array_walk($lineItems, function (&$lineItem) use ($result, $caseSalesOrderLineAPI) {
@@ -105,7 +105,7 @@ public function removeStaleLineItems(array $salesOrder) {
       return;
     }
 
-    CaseSalesOrderLine::delete()
+    CaseSalesOrderLine::delete(FALSE)
       ->addWhere('sales_order_id', '=', $salesOrder['id'])
       ->addWhere('id', 'NOT IN', $lineItemsInUse)
       ->execute();
@@ -118,7 +118,7 @@ public function removeStaleLineItems(array $salesOrder) {
    *   Sales Order Id.
    */
   private function updateOpportunityDetails($salesOrderId): void {
-    $caseSalesOrder = CaseSalesOrder::get()
+    $caseSalesOrder = CaseSalesOrder::get(FALSE)
       ->addSelect('case_id')
       ->addWhere('id', '=', $salesOrderId)
       ->execute()
@@ -154,7 +154,7 @@ protected function fillMandatoryFields(&$params) {
   protected function validateLinItemProductPrice(array &$lineItems) {
     array_walk($lineItems, function (&$lineItem) {
       if (!empty($lineItem['product_id'])) {
-        $product = Product::get()
+        $product = Product::get(FALSE)
           ->addSelect('cost')
           ->addWhere('id', '=', $lineItem['product_id'])
           ->execute()

From 058b0145c8294779a3563aae48fc021082ee3e27 Mon Sep 17 00:00:00 2001
From: Muhammad Shahrukh <>
Date: Sun, 28 Jan 2024 16:11:14 +0500
Subject: [PATCH 193/199] BTHAB-158: Fix invoice list issues

---
 .../BuildForm/RefreshInvoiceListOnUpdate.php  | 49 +++++++++++++++++++
 .../directives/invoices-list.directive.html   |  6 +++
 civicase.php                                  |  1 +
 3 files changed, 56 insertions(+)
 create mode 100644 CRM/Civicase/Hook/BuildForm/RefreshInvoiceListOnUpdate.php

diff --git a/CRM/Civicase/Hook/BuildForm/RefreshInvoiceListOnUpdate.php b/CRM/Civicase/Hook/BuildForm/RefreshInvoiceListOnUpdate.php
new file mode 100644
index 000000000..8a799804b
--- /dev/null
+++ b/CRM/Civicase/Hook/BuildForm/RefreshInvoiceListOnUpdate.php
@@ -0,0 +1,49 @@
+<?php
+
+/**
+ * Refresh the invoice list upon updating an invoice.
+ */
+class CRM_Civicase_Hook_BuildForm_RefreshInvoiceListOnUpdate {
+
+  /**
+   * Refresh the invoice list upon updating an invoice.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   */
+  public function run(CRM_Core_Form &$form, $formName) {
+    if (!$this->shouldRun($form, $formName)) {
+      return;
+    }
+
+    CRM_Core_Resources::singleton()->addScript(
+      "CRM.$(function($) {
+        $(\"a[target='crm-popup']\").on('crmPopupFormSuccess', function (e) {
+          CRM.refreshParent(e);
+        });
+      });
+    ");
+  }
+
+  /**
+   * Determines if the hook will run.
+   *
+   * @param CRM_Core_Form $form
+   *   Form Class object.
+   * @param string $formName
+   *   Form Name.
+   *
+   * @return bool
+   *   TRUE if the hook should run, FALSE otherwise.
+   */
+  private function shouldRun($form, $formName) {
+    if ($formName !== 'CRM_Contribute_Form_Contribution' || $form->getAction() !== CRM_Core_Action::UPDATE || !isset($_GET['snippet'])) {
+      return FALSE;
+    }
+
+    return TRUE;
+  }
+
+}
diff --git a/ang/civicase-features/invoices/directives/invoices-list.directive.html b/ang/civicase-features/invoices/directives/invoices-list.directive.html
index 233d52c1c..39c38d16a 100644
--- a/ang/civicase-features/invoices/directives/invoices-list.directive.html
+++ b/ang/civicase-features/invoices/directives/invoices-list.directive.html
@@ -14,3 +14,9 @@ <h1 crm-page-title>{{ ts('Quotation Invoices') }}</h1>
     </div>
   </div>
 </div>
+<style>
+  #bootstrap-theme crm-search-display-table p.alert-info {
+    background-color: transparent;
+    border: none;
+  }
+</style>
diff --git a/civicase.php b/civicase.php
index e226931d5..a3bdd9a21 100644
--- a/civicase.php
+++ b/civicase.php
@@ -154,6 +154,7 @@ function civicase_civicrm_buildForm($formName, &$form) {
     new CRM_Civicase_Hook_BuildForm_AddSalesOrderLineItemsToContribution(),
     new CRM_Civicase_Hook_BuildForm_AddEntityReferenceToCustomField(),
     new CRM_Civicase_Hook_BuildForm_AttachQuotationToInvoiceMail(),
+    new CRM_Civicase_Hook_BuildForm_RefreshInvoiceListOnUpdate(),
   ];
 
   foreach ($hooks as $hook) {

From 036e7c80ae67317cd5c502ed6bf21e8fb7f1619f Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 18 Oct 2023 06:21:05 +0100
Subject: [PATCH 194/199] BTHAB-257: Only display discount alert if discount is
 applied

---
 .../quotations/directives/quotations-create.directive.js       | 3 +++
 1 file changed, 3 insertions(+)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index 5efdac61b..f165745f3 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -235,6 +235,9 @@
         select: ['membership_type_id.Product_Discounts.Product_Discount_Amount'],
         where: [['contact_id', '=', clientID], ['status_id.is_current_member', '=', true]]
       }).then(function (results) {
+        if (!results || results.length < 1) {
+          return;
+        }
         let discountPercentage = 0;
         results.forEach((membership) => {
           discountPercentage += membership['membership_type_id.Product_Discounts.Product_Discount_Amount'];

From a7788555beb6814b1081d879390b266b9f057a39 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 18 Oct 2023 08:38:50 +0100
Subject: [PATCH 195/199] BTHAB-257: Redirect quotation invoice receipt task to
 quotation list

---
 civicase.php | 17 ++++++++++++++++-
 1 file changed, 16 insertions(+), 1 deletion(-)

diff --git a/civicase.php b/civicase.php
index a3bdd9a21..44e527c15 100644
--- a/civicase.php
+++ b/civicase.php
@@ -227,6 +227,10 @@ function civicase_civicrm_buildForm($formName, &$form) {
   }
 
   $isSearchKit = CRM_Utils_Request::retrieve('sk', 'Positive');
+  if ($formName == 'CRM_Contribute_Form_Task_PDF' && $isSearchKit) {
+    $form->add('hidden', 'mail_task_from_sk', $isSearchKit);
+  }
+
   if ($formName == 'CRM_Contribute_Form_Task_Invoice' && $isSearchKit) {
     $form->add('hidden', 'mail_task_from_sk', $isSearchKit);
     CRM_Core_Resources::singleton()->addScriptFile(
@@ -311,7 +315,12 @@ function civicase_civicrm_postProcess($formName, &$form) {
     $form->ajaxResponse['civicase_reload'] = $api['values'];
   }
 
-  if ($formName == 'CRM_Contribute_Form_Task_Invoice' && !empty($form->getVar('_submitValues')['mail_task_from_sk'])) {
+  if (
+      in_array($formName, [
+        'CRM_Contribute_Form_Task_Invoice', 'CRM_Contribute_Form_Task_PDF',
+      ])
+      && !empty($form->getVar('_submitValues')['mail_task_from_sk'])
+    ) {
     CRM_Utils_System::redirect($_SERVER['HTTP_REFERER']);
   }
 }
@@ -605,5 +614,11 @@ function civicase_civicrm_searchTasks(string $objectName, array &$tasks) {
       'url' => 'civicrm/contribute/task?reset=1&task_item=invoice&sk=1',
       'key' => 'invoice',
     ];
+
+    foreach ($tasks as &$task) {
+      if ($task['class'] === 'CRM_Contribute_Form_Task_PDF') {
+        $task['url'] .= '&sk=1';
+      }
+    }
   }
 }

From 0f1da16c8de5fcb571f0346839c8e02a96bc1fa3 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Wed, 18 Oct 2023 19:52:38 +0100
Subject: [PATCH 196/199] BTHAB-257: Validate product max price on edit

---
 .../directives/quotations-create.directive.js | 52 ++++++++++++++-----
 1 file changed, 38 insertions(+), 14 deletions(-)

diff --git a/ang/civicase-features/quotations/directives/quotations-create.directive.js b/ang/civicase-features/quotations/directives/quotations-create.directive.js
index f165745f3..b6721466e 100644
--- a/ang/civicase-features/quotations/directives/quotations-create.directive.js
+++ b/ang/civicase-features/quotations/directives/quotations-create.directive.js
@@ -211,18 +211,11 @@
       };
 
       const productId = $scope.salesOrder.items[index].product_id;
-      if (productsCache.has(productId)) {
-        updateProductDependentFields(productId);
-        return;
-      }
-
-      civicaseCrmApi('Product', 'get', { id: productId })
-        .then(function (result) {
-          if (result.count > 0) {
-            productsCache.set(productId, result.values[productId]);
-            updateProductDependentFields(productId);
-          }
-        });
+      getProduct(productId).then(function (result) {
+        if (result) {
+          updateProductDependentFields(productId);
+        }
+      });
     }
 
     /**
@@ -330,9 +323,14 @@
      *
      * @param {number} index index of the sales order line item
      */
-    function validateProductPrice (index) {
+    async function validateProductPrice (index) {
       const productId = $scope.salesOrder.items[index].product_id;
-      const shouldCompareCost = productId && productsCache.has(productId) && parseFloat(productsCache.get(productId).cost) > 0;
+      if (!productId) {
+        return;
+      }
+
+      const product = await getProduct(productId);
+      const shouldCompareCost = product && product.cost > 0;
       if (!shouldCompareCost) {
         return;
       }
@@ -419,5 +417,31 @@
     function formatMoney (value, currency) {
       return CRM.formatMoney(value, true, CurrencyCodes.getFormat(currency));
     }
+
+    /**
+     * Get product by ID
+     *
+     * @param {number} productId id of product to fetch
+     *
+     * @returns {Promise<any>} product
+     */
+    async function getProduct (productId) {
+      let product = null;
+      if (productsCache.has(productId)) {
+        return productsCache.get(productId);
+      }
+
+      try {
+        const result = await civicaseCrmApi('Product', 'get', { id: productId });
+        if (result.count > 0) {
+          product = result.values[productId];
+          productsCache.set(productId, product);
+        }
+      } catch (error) {
+        return null;
+      }
+
+      return product;
+    }
   }
 })(angular, CRM.$, CRM._);

From 0414fda29e1e90f5452b98834e47f80a34aa68b2 Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Thu, 19 Oct 2023 09:24:47 +0100
Subject: [PATCH 197/199] BTHAB-257: Ensure the PDF option is always hidden in
 send invoice screen

---
 .../AttachQuotationToInvoiceMail.php          | 29 ++++++++++---------
 .../Form/Contribute/AttachQuotation.tpl       |  2 +-
 2 files changed, 17 insertions(+), 14 deletions(-)

diff --git a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
index 74a660cb0..6150bc8e4 100644
--- a/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
+++ b/CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
@@ -21,8 +21,21 @@ public function run(CRM_Core_Form &$form, $formName) {
       return;
     }
 
-    $form->add('checkbox', 'attach_quote', ts('Attach Quotation'));
-    $form->setDefaults(array_merge($form->_defaultValues, ['attach_quote' => TRUE]));
+    $contributionId = CRM_Utils_Request::retrieve('id', 'Positive', $form, FALSE);
+    $salesOrder = Contribution::get()
+      ->addSelect('Opportunity_Details.Quotation')
+      ->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY')
+      ->addWhere('id', 'IN', explode(',', $contributionId))
+      ->addChain('salesOrder', CaseSalesOrder::get()
+        ->addWhere('id', '=', '$Opportunity_Details.Quotation')
+      )
+      ->execute()
+      ->getArrayCopy();
+
+    if (!empty($salesOrder)) {
+      $form->add('checkbox', 'attach_quote', ts('Attach Quotation'));
+      $form->setDefaults(array_merge($form->_defaultValues, ['attach_quote' => TRUE]));
+    }
 
     CRM_Core_Region::instance('page-body')->add([
       'template' => "CRM/Civicase/Form/Contribute/AttachQuotation.tpl",
@@ -53,17 +66,7 @@ private function shouldRun($form, $formName) {
       return FALSE;
     }
 
-    $salesOrder = Contribution::get()
-      ->addSelect('Opportunity_Details.Quotation')
-      ->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY')
-      ->addWhere('id', 'IN', explode(',', $contributionId))
-      ->addChain('salesOrder', CaseSalesOrder::get()
-        ->addWhere('id', '=', '$Opportunity_Details.Quotation')
-      )
-      ->execute()
-      ->getArrayCopy();
-
-    return !empty($salesOrder);
+    return TRUE;
   }
 
 }
diff --git a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
index 68e374fef..6770a4286 100644
--- a/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
+++ b/templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
@@ -1,7 +1,7 @@
 <table>
   <tr class="crm-email-element attach-quote">
     <td class="label">{$form.attach_quote.label}</td>
-    <td class="html-adjust">{$form.attach_quote.html} <span>Yes</span></td>
+    <td class="html-adjust">{$form.attach_quote.html} {if isset($form.attach_quote.html)}<span>Yes</span>{/if}</td>
   </tr>
 </table>
 <div id="editMessageDetails"></div>

From b3453d49f478ee859ec2b6c98ea34be751ac0a7a Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Fri, 20 Oct 2023 11:29:49 +0100
Subject: [PATCH 198/199] BTHAB-257: Allow user to access quotation from
 Webform

---
 Civi/Api4/CaseSalesOrder.php     | 10 ++++++++++
 Civi/Api4/CaseSalesOrderLine.php | 10 ++++++++++
 2 files changed, 20 insertions(+)

diff --git a/Civi/Api4/CaseSalesOrder.php b/Civi/Api4/CaseSalesOrder.php
index f74898f80..1e0ab4181 100644
--- a/Civi/Api4/CaseSalesOrder.php
+++ b/Civi/Api4/CaseSalesOrder.php
@@ -73,4 +73,14 @@ public static function computeTotalAmountInvoiced(bool $checkPermissions = FALSE
       ->setCheckPermissions($checkPermissions);
   }
 
+  /**
+   * {@inheritDoc}
+   */
+  public static function permissions() {
+    return [
+      'meta' => ['access CiviCRM'],
+      'default' => ['access CiviCRM'],
+    ];
+  }
+
 }
diff --git a/Civi/Api4/CaseSalesOrderLine.php b/Civi/Api4/CaseSalesOrderLine.php
index d1f999001..806fc018b 100644
--- a/Civi/Api4/CaseSalesOrderLine.php
+++ b/Civi/Api4/CaseSalesOrderLine.php
@@ -13,4 +13,14 @@
  */
 class CaseSalesOrderLine extends DAOEntity {
 
+  /**
+   * {@inheritDoc}
+   */
+  public static function permissions() {
+    return [
+      'meta' => ['access CiviCRM'],
+      'default' => ['access CiviCRM'],
+    ];
+  }
+
 }

From 1b486f5491814193eeaa04adff41967f4ee0ddef Mon Sep 17 00:00:00 2001
From: olayiwola-compucorp <olayiwola@compucorp.co.uk>
Date: Mon, 19 Feb 2024 14:08:20 +0100
Subject: [PATCH 199/199] BTHAB-3: Fix failing linters

---
 CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php  | 2 +-
 CRM/Civicase/Hook/Tokens/SalesOrderTokens.php          | 6 +++---
 CRM/Civicase/Service/CaseTypeCategoryFeatures.php      | 4 ++--
 Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php | 2 +-
 tests/phpunit/BaseHeadlessTest.php                     | 2 +-
 tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php | 4 ++--
 6 files changed, 10 insertions(+), 10 deletions(-)

diff --git a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
index 94d285ba9..00f914acc 100644
--- a/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
+++ b/CRM/Civicase/Hook/NavigationMenu/AlterForCaseMenu.php
@@ -1,8 +1,8 @@
 <?php
 
 use Civi\Api4\OptionGroup;
-use CRM_Civicase_Service_CaseCategorySetting as CaseCategorySetting;
 use CRM_Civicase_Helper_CaseUrl as CaseUrlHelper;
+use CRM_Civicase_Service_CaseCategorySetting as CaseCategorySetting;
 
 /**
  * Class CRM_Civicase_Hook_Navigation_AlterForCaseMenu.
diff --git a/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
index 5b3179bce..b6e4dc930 100644
--- a/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
+++ b/CRM/Civicase/Hook/Tokens/SalesOrderTokens.php
@@ -1,11 +1,11 @@
 <?php
 
-use Civi\Token\Event\TokenValueEvent;
-use Civi\Token\Event\TokenRegisterEvent;
-use CRM_Civicase_ExtensionUtil as E;
 use Civi\Api4\CaseSalesOrder;
 use Civi\Token\AbstractTokenSubscriber;
+use Civi\Token\Event\TokenRegisterEvent;
+use Civi\Token\Event\TokenValueEvent;
 use Civi\Token\TokenRow;
+use CRM_Civicase_ExtensionUtil as E;
 
 /**
  * Sales Order Specific Tokens.
diff --git a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
index 23365c327..94e557caf 100644
--- a/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
+++ b/CRM/Civicase/Service/CaseTypeCategoryFeatures.php
@@ -1,8 +1,8 @@
 <?php
 
-use Civi\Api4\OptionGroup;
 use Civi\Api4\CaseCategoryFeatures;
-use Civi\Api4\OptionValue as OptionValue;
+use Civi\Api4\OptionGroup;
+use Civi\Api4\OptionValue;
 
 /**
  * CaseTypeCategoryFeatures class.
diff --git a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
index ca2c7093a..ada293a57 100644
--- a/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
+++ b/Civi/Api4/Action/CaseSalesOrder/ComputeTotalAction.php
@@ -2,8 +2,8 @@
 
 namespace Civi\Api4\Action\CaseSalesOrder;
 
-use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\AbstractAction;
+use Civi\Api4\Generic\Result;
 use Civi\Api4\Generic\Traits\DAOActionTrait;
 use CRM_Civicase_BAO_CaseSalesOrder as CaseSalesOrderBAO;
 
diff --git a/tests/phpunit/BaseHeadlessTest.php b/tests/phpunit/BaseHeadlessTest.php
index ea2509aa2..d3ad2d3bd 100644
--- a/tests/phpunit/BaseHeadlessTest.php
+++ b/tests/phpunit/BaseHeadlessTest.php
@@ -1,9 +1,9 @@
 <?php
 
-use PHPUnit\Framework\TestCase;
 use Civi\Test;
 use Civi\Test\HeadlessInterface;
 use Civi\Test\TransactionalInterface;
+use PHPUnit\Framework\TestCase;
 
 /**
  * Base test class.
diff --git a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
index fba943be4..7807aee85 100644
--- a/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
+++ b/tests/phpunit/CRM/Civicase/BAO/CaseContactLockTest.php
@@ -1,12 +1,12 @@
 <?php
 
-use PHPUnit\Framework\TestCase;
+use Civi\Test;
 use Civi\Test\HeadlessInterface;
 use Civi\Test\TransactionalInterface;
-use Civi\Test;
 use CRM_Civicase_Test_Fabricator_Case as CaseFabricator;
 use CRM_Civicase_Test_Fabricator_CaseType as CaseTypeFabricator;
 use CRM_Civicase_Test_Fabricator_Contact as ContactFabricator;
+use PHPUnit\Framework\TestCase;
 
 /**
  * Runs tests on CaseContactLock BAO.