Overview
Quotes is the second most permission-rich module after Invoices. All access control must move to Spatie permissions.
Permissions to enforce
| Permission |
Where to enforce |
view-quotes |
QuoteResource::canViewAny() |
create-quotes |
QuoteResource::canCreate() |
edit-quotes |
Edit page, table Edit action |
delete-quotes |
Soft delete action, bulk delete |
download-quotes |
Download PDF action |
print-quotes |
Print action |
email-quotes |
Email/send action |
mark-sent-quotes |
Mark as sent action |
approve-quotes |
Approve action |
reject-quotes |
Reject action |
duplicate-quotes |
Duplicate/copy action |
convert-to-invoice-quotes |
Convert to invoice action |
import-quotes |
Import action |
export-quotes |
Export action |
archive-quotes |
Archive action |
Acceptance criteria
Files to update
Modules/Quotes/Filament/Company/Resources/QuoteResource.php and sub-directories
Dependencies
Overview
Quotes is the second most permission-rich module after Invoices. All access control must move to Spatie permissions.
Permissions to enforce
view-quotesQuoteResource::canViewAny()create-quotesQuoteResource::canCreate()edit-quotesdelete-quotesdownload-quotesprint-quotesemail-quotesmark-sent-quotesapprove-quotesreject-quotesduplicate-quotesconvert-to-invoice-quotesimport-quotesexport-quotesarchive-quotesAcceptance criteria
approve-quotesandreject-quotesare restricted toadminand aboveclientrole can only view, download, and print their own quotesconvert-to-invoice-quotesis hidden forclient_adminand belowhasRole()calls remain in Quotes module Filament filesFiles to update
Modules/Quotes/Filament/Company/Resources/QuoteResource.phpand sub-directoriesDependencies