[IP-480]: Send invoice reminders for overdue invoices.

Modules/Core/Database/Migrations/2026_07_31_000001_add_type_and_sent_at_to_mail_queue_table.php

@@ -0,0 +1,22 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class () extends Migration {
+    public function up(): void
+    {
+        Schema::table('mail_queue', function (Blueprint $table): void {
+            $table->string('type')->nullable()->after('mailable_type');
+            $table->timestamp('sent_at')->nullable()->after('is_sent');
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::table('mail_queue', function (Blueprint $table): void {
+            $table->dropColumn(['type', 'sent_at']);
+        });
+    }
+};

Modules/Core/Database/Seeders/EmailTemplatesSeeder.php

@@ -28,6 +28,12 @@ public function buildOne(?int $companyId = null): void
                 'body'       => "Dear {{ customer.name }},\n\nA new quote #{{ quote.number }} has been prepared for you.\n\nAmount: {{ quote.total_formatted }}\nValid Until: {{ quote.valid_until_formatted }}\n\nYou can view the quote by clicking the link below:\n{{ quote.public_url }}\n\nPlease let us know if you have any questions.\n\nBest regards,\n{{ company.name }}",
                 'company_id' => $companyId,
             ],
+            [
+                'title'      => 'invoice_reminder',
+                'subject'    => 'Payment reminder — Invoice #{{ invoice.number }}',
+                'body'       => "Dear {{ customer.name }},\n\nThis is a friendly reminder that invoice #{{ invoice.number }} for {{ invoice.total_formatted }} was due on {{ invoice.due_date_formatted }} and remains unpaid.\n\nPlease arrange payment at your earliest convenience. The invoice is attached for your reference.\n\nThank you,\n{{ company.name }}",
+                'company_id' => $companyId,
+            ],
             [
                 'title'      => 'user_invitation',
                 'subject'    => 'You have been invited to {{ company.name }}',

Modules/Core/Enums/MailType.php

@@ -0,0 +1,29 @@
+<?php
+
+namespace Modules\Core\Enums;
+
+use Modules\Core\Contracts\LabeledEnum;
+
+enum MailType: string implements LabeledEnum
+{
+    case REMINDER = 'reminder';
+
+    public static function values(): array
+    {
+        return array_column(self::cases(), 'value');
+    }
+
+    public function label(): string
+    {
+        return match ($this) {
+            self::REMINDER => 'Reminder',
+        };
+    }
+
+    public function color(): string
+    {
+        return match ($this) {
+            self::REMINDER => 'warning',
+        };
+    }
+}

Modules/Core/Models/MailQueue.php

@@ -4,20 +4,24 @@
 
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\MorphTo;
+use Illuminate\Support\Carbon;
+use Modules\Core\Enums\MailType;
 
 /**
- * @property int         $id
- * @property int         $mailable_id
- * @property string      $mailable_type
- * @property string      $from
- * @property string      $to
- * @property string      $cc
- * @property string      $bcc
- * @property string      $subject
- * @property string      $body
- * @property bool        $attach_pdf
- * @property bool        $is_sent
- * @property string|null $error
+ * @property int           $id
+ * @property int           $mailable_id
+ * @property string        $mailable_type
+ * @property MailType|null $type
+ * @property string        $from
+ * @property string        $to
+ * @property string        $cc
+ * @property string        $bcc
+ * @property string        $subject
+ * @property string        $body
+ * @property bool          $attach_pdf
+ * @property bool          $is_sent
+ * @property string|null   $error
+ * @property Carbon|null   $sent_at
  */
 class MailQueue extends Model
 {
@@ -28,6 +32,8 @@ class MailQueue extends Model
     protected $casts = [
         'attach_pdf' => 'bool',
         'is_sent'    => 'bool',
+        'sent_at'    => 'datetime',
+        'type'       => MailType::class,
     ];
 
     protected $guarded = [];

Modules/Core/Services/CompanyDefaultsBootstrapService.php

@@ -43,6 +43,8 @@ public static function bootstrap(int $companyId): void
             $numberingData
         );
 
+        $fromEmail = 'billing@' . mb_strtolower(preg_replace('/[^A-Za-z0-9]/', '', $company->name)) . '.com';
+
         // Create default email template
         EmailTemplate::query()->firstOrCreate(
             [
@@ -53,7 +55,23 @@ public static function bootstrap(int $companyId): void
                 'subject'    => 'Invoice #{{ invoice.number }}',
                 'body'       => 'Please find your invoice #{{ invoice.number }} attached.',
                 'from_name'  => $company->name,
-                'from_email' => 'billing@' . mb_strtolower(preg_replace('/[^A-Za-z0-9]/', '', $company->name)) . '.com',
+                'from_email' => $fromEmail,
+                'cc'         => null,
+                'bcc'        => null,
+            ]
+        );
+
+        // Create default reminder email template
+        EmailTemplate::query()->firstOrCreate(
+            [
+                'company_id' => $company->id,
+                'title'      => 'invoice_reminder',
+            ],
+            [
+                'subject'    => 'Payment reminder — Invoice #{{ invoice.number }}',
+                'body'       => "Dear {{ customer.name }},\n\nThis is a friendly reminder that invoice #{{ invoice.number }} for {{ invoice.total_formatted }} was due on {{ invoice.due_date_formatted }} and remains unpaid.\n\nPlease arrange payment at your earliest convenience. The invoice is attached for your reference.\n\nThank you,\n{{ company.name }}",
+                'from_name'  => $company->name,
+                'from_email' => $fromEmail,
                 'cc'         => null,
                 'bcc'        => null,
             ]

Modules/Invoices/Filament/Company/Actions/SendReminderAction.php

@@ -0,0 +1,74 @@
+<?php
+
+namespace Modules\Invoices\Filament\Company\Actions;
+
+use Filament\Actions\Action;
+use Filament\Forms\Components\Textarea;
+use Filament\Forms\Components\TextInput;
+use Filament\Notifications\Notification;
+use Filament\Support\Icons\Heroicon;
+use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Models\Invoice;
+use Modules\Invoices\Services\InvoiceService;
+
+class SendReminderAction
+{
+    /**
+     * True when the invoice is eligible for a reminder: sent/overdue with a due
+     * date in the past. Callers should AND this into their own ->visible()
+     * closure alongside any permission check.
+     */
+    public static function isOverdue(Invoice $record): bool
+    {
+        return in_array($record->invoice_status, [InvoiceStatus::SENT, InvoiceStatus::OVERDUE], true)
+            && $record->invoice_due_at !== null
+            && $record->invoice_due_at->isPast();
+    }
+
+    public static function make(): Action
+    {
+        return Action::make('send_reminder')
+            ->label(trans('ip.send_reminder'))
+            ->icon(Heroicon::OutlinedBellAlert)
+            ->disabled(fn (Invoice $record): bool => ! app(InvoiceService::class)->hasReminderRecipient($record))
+            ->tooltip(fn (Invoice $record): ?string => app(InvoiceService::class)->hasReminderRecipient($record)
+                ? null
+                : trans('ip.customer_has_no_email'))
+            ->schema(function (Invoice $record) {
+                $defaults = app(InvoiceService::class)->resolveReminderDefaults($record);
+
+                return [
+                    TextInput::make('recipient')
+                        ->label(trans('ip.recipient'))
+                        ->email()
+                        ->required()
+                        ->default($defaults['recipient']),
+                    TextInput::make('subject')
+                        ->label(trans('ip.subject'))
+                        ->required()
+                        ->default($defaults['subject']),
+                    Textarea::make('body')
+                        ->label(trans('ip.body'))
+                        ->required()
+                        ->rows(10)
+                        ->default($defaults['body']),
+                ];
+            })
+            ->modalHeading(trans('ip.send_reminder'))
+            ->modalSubmitActionLabel(trans('ip.send_reminder'))
+            ->action(function (Invoice $record, array $data): void {
+                app(InvoiceService::class)->sendReminder(
+                    $record,
+                    $data['recipient'],
+                    $data['subject'],
+                    $data['body'],
+                );
+
+                Notification::make()
+                    ->title(trans('ip.reminder_sent'))
+                    ->body(trans('ip.reminder_sent_successfully'))
+                    ->success()
+                    ->send();
+            });
+    }
+}

Modules/Invoices/Filament/Company/Resources/Invoices/Pages/EditInvoice.php

@@ -13,6 +13,7 @@
 use Modules\Core\Enums\Permission;
 use Modules\Invoices\Enums\InvoiceStatus;
 use Modules\Invoices\Filament\Company\Actions\EmailInvoiceAction;
+use Modules\Invoices\Filament\Company\Actions\SendReminderAction;
 use Modules\Invoices\Filament\Company\Resources\Invoices\InvoiceResource;
 use Modules\Invoices\Services\InvoiceService;
 
@@ -101,6 +102,10 @@ protected function getHeaderActions(): array
             EmailInvoiceAction::make()
                 ->visible(fn () => auth()->user()?->can(Permission::EMAIL_INVOICES->value)),
 
+            SendReminderAction::make()
+                ->visible(fn () => auth()->user()?->can(Permission::EMAIL_INVOICES->value)
+                    && SendReminderAction::isOverdue($this->getRecord())),
+
             Action::make('create_recurring')
                 ->label(trans('ip.create_recurring'))
                 ->icon(Heroicon::OutlinedArrowPath)

Modules/Invoices/Filament/Company/Resources/Invoices/Schemas/InvoiceForm.php

@@ -19,7 +19,10 @@
 use Modules\Core\Enums\NumberingType;
 use Modules\Core\Filament\Company\Actions\InsertNoteTemplateAction;
 use Modules\Core\Models\Setting;
+use Modules\Core\Support\DateHelpers;
 use Modules\Invoices\Enums\InvoiceStatus;
+use Modules\Invoices\Models\Invoice;
+use Modules\Invoices\Services\InvoiceService;
 use Modules\Invoices\Support\InvoiceCalculator;
 use Modules\Invoices\Support\InvoiceNumberGenerator;
 use Modules\Products\Models\Product;
@@ -115,6 +118,17 @@ public static function configure(Schema $schema): Schema
                                             ->label(trans('ip.invoice_due_at'))
                                             ->required(),
 
+                                        Placeholder::make('last_reminder_sent')
+                                            ->label(trans('ip.last_reminder_sent'))
+                                            ->visible(fn (string $operation): bool => $operation === 'edit')
+                                            ->content(function (?Invoice $record) {
+                                                $lastSentAt = $record ? app(InvoiceService::class)->lastReminderSentAt($record) : null;
+
+                                                return $lastSentAt
+                                                    ? DateHelpers::formatDate($lastSentAt)
+                                                    : trans('ip.reminder_never_sent');
+                                            }),
+
                                         Select::make('numbering_id')
                                             ->label(trans('ip.numbering'))
                                             ->relationship('numbering', 'name', fn ($query) => $query->where('type', NumberingType::INVOICE->value))

Modules/Invoices/Filament/Company/Resources/Invoices/Tables/InvoicesTable.php

@@ -23,6 +23,7 @@
 use Modules\Core\Support\DateHelpers;
 use Modules\Invoices\Enums\InvoiceStatus;
 use Modules\Invoices\Filament\Company\Actions\EmailInvoiceAction;
+use Modules\Invoices\Filament\Company\Actions\SendReminderAction;
 use Modules\Invoices\Models\Invoice;
 use Modules\Invoices\Services\InvoiceCopyService;
 use Modules\Invoices\Services\InvoiceService;
@@ -201,6 +202,9 @@ public static function configure(Table $table): Table
                         ->tooltip(fn (Invoice $record): ?string => blank(app(InvoiceService::class)->resolveEmailDefaults($record)['recipient'])
                             ? trans('ip.customer_has_no_email')
                             : null),
+                    SendReminderAction::make()
+                        ->visible(fn (Invoice $record): bool => auth()->user()?->can(Permission::EMAIL_INVOICES->value)
+                            && SendReminderAction::isOverdue($record)),
                     DeleteAction::make('delete')
                         ->visible(fn (Invoice $record) => auth()->user()?->can(Permission::DELETE_INVOICES->value)
                             && $record->invoice_status !== InvoiceStatus::PAID)

Modules/Invoices/Mail/InvoiceReminderMailable.php

@@ -0,0 +1,58 @@
+<?php
+
+namespace Modules\Invoices\Mail;
+
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Mail\Mailable;
+use Illuminate\Mail\Mailables\Attachment;
+use Illuminate\Mail\Mailables\Content;
+use Illuminate\Mail\Mailables\Envelope;
+use Illuminate\Queue\SerializesModels;
+use Modules\Core\Support\PDF\PDFFactory;
+use Modules\Invoices\Models\Invoice;
+use Modules\Invoices\Services\InvoiceService;
+
+class InvoiceReminderMailable extends Mailable implements ShouldQueue
+{
+    use Queueable;
+    use SerializesModels;
+
+    public function __construct(
+        public Invoice $invoice,
+        public string $emailSubject,
+        public string $bodyText,
+    ) {}
+
+    public function envelope(): Envelope
+    {
+        return new Envelope(
+            subject: $this->emailSubject,
+        );
+    }
+
+    public function content(): Content
+    {
+        return new Content(
+            htmlString: nl2br(e($this->bodyText)),
+        );
+    }
+
+    /**
+     * Renders the PDF here, at send time, rather than in the caller ahead of
+     * queuing — a pre-rendered binary on a ShouldQueue mailable would get
+     * serialized into the queue payload (DB row / Redis value / SQS message)
+     * instead of being generated when the job actually runs.
+     */
+    public function attachments(): array
+    {
+        $filename  = ($this->invoice->invoice_number ?: 'invoice-' . $this->invoice->id) . '.pdf';
+        $html      = app(InvoiceService::class)->renderHtml($this->invoice);
+        $pdfBinary = PDFFactory::create()->getOutput($html);
+
+        return [
+            Attachment::fromData(fn () => $pdfBinary, $filename)
+                ->withMime('application/pdf'),
+        ];
+    }
+}