[IP-145]: tabular reports — five company-panel report pages

.github/DOCKER.md

@@ -44,21 +44,38 @@ Visit: http://localhost:8080 (override the port with `APP_PORT` in `.env`).
 
 Both PHP images ship the full extension set the app needs: `intl`, `gd`,
 `pdo_mysql`, `bcmath`, `zip`, `exif`, `soap`, `redis`. The CLI image also has
-Composer, a 1G memory limit for the test suite, and bundled `pdo_sqlite`
-(the suite runs on an in-memory sqlite database — no db service needed for
-tests).
+Composer and a 1G memory limit for the test suite.
 
 ---
 
 ## Running the test suite
 
 ```bash
-docker compose run --rm cli vendor/bin/phpunit --exclude-group failing,troubleshooting
+docker compose run --rm cli php artisan test --exclude-group failing,troubleshooting
 ```
 
-`APP_ENV=testing` is the `cli` service default, so `.env.testing`
-(sqlite `:memory:`) is picked up automatically. See `RUNNING_TESTS.md` for
-filters, groups, and suites.
+Use `php artisan test`, not `vendor/bin/phpunit` directly — the two have been observed to behave
+differently for this app: a raw `vendor/bin/phpunit` run silently drops some submitted field
+values in Livewire form tests. `artisan test` is the proven-reliable path and is what CI uses, so
+standardize on it.
+
+**Known issue (see [#689](https://github.com/InvoicePlane/InvoicePlane-v2/issues/689)):** a
+freshly-`docker compose build`'t `cli` image has, at least once, reproduced this same
+field-dropping bug at scale (100+ false failures) even under `artisan test`, for reasons not yet
+isolated — despite extension/ini parity with a known-good image. Before trusting a full local run
+from a rebuilt `cli` image, sanity-check it against a small, known test first, e.g.:
+```bash
+docker compose run --rm cli php artisan test --filter=ContactsTest
+```
+All 11 assertions should pass. If any fail with "field is required" errors on data you know you
+supplied, don't trust the rest of that run — see the linked issue.
+
+`APP_ENV=testing` is the `cli` service default, and it always connects to
+the compose stack's real `db` service (MariaDB) for tests — the `cli`
+service injects `DB_CONNECTION=mysql`/`DB_HOST=db`/etc. itself, so nothing
+in `.env.testing` needs editing. This intentionally does not fall back to
+SQLite: SQLite's lenient identifier quoting has masked real bugs before that
+only surfaced against MariaDB in CI.
 
 ### File ownership on Linux
 

.gitignore

@@ -115,3 +115,15 @@ actual-real-resolved-issues.md
 current-issues.md
 merge-order.md
 "saving some issues.md"
+issues_full.json
+refine-issues.json
+/plans/
+feature-parity.md
+issues_index.json
+parity-results.md
+report-2026-07-18.md
+results-transcript.md
+summary-feature-parity.md
+plan-2026-07-19.md
+storage/dompdf_log
+untouched.json

AGENTS.md

@@ -10,10 +10,9 @@ Laravel 11 + Filament v4 + Livewire v3 invoicing app. Modular architecture via `
 composer install
 cp .env.example .env && php artisan key:generate
 php artisan migrate && php artisan db:seed
-# Tests (no MySQL locally? use SQLite)
+# Tests run against real MariaDB — no SQLite fallback (parity with CI)
 cp .env.testing.example .env.testing
-# set DB_CONNECTION=sqlite, DB_DATABASE=:memory: in .env.testing
-php artisan test
+docker compose run --rm cli php artisan test --exclude-group failing,troubleshooting
 ```
 
 ---

CLAUDE.md

@@ -2,7 +2,15 @@
 
 ## What this is
 
-Laravel 11 + Filament v4 + Livewire v3 invoicing app. Modular architecture via `nwidart/laravel-modules`. PHP 8.1+ enums, Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+Laravel 13 + Filament v5 + Livewire v4 invoicing app. Modular architecture via `nwidart/laravel-modules` v13. PHP 8.3+ (dev box: 8.4.23), Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+
+**Resolved versions** (from `composer.lock`):
+- `laravel/framework` 13.15.0 (PHP ^8.3)
+- `filament/filament` 5.6.7 (+ 9 sub-packages @ 5.6.7)
+- `livewire/livewire` 4.3.1
+- `nwidart/laravel-modules` 13.0.0
+- `spatie/laravel-permission` 8.0.0
+- `danharrin/livewire-rate-limiting` 2.2.0
 
 ---
 
@@ -187,11 +195,21 @@ User::factory()->create(['is_active' => true, 'email_verified_at' => now()])
 
 ### DB for tests
 
-Tests need a DB. Production CI uses MariaDB 11. For local dev without MySQL, set in `.env.testing`:
+Tests need a real MariaDB DB — matching CI (MariaDB 11) — not SQLite. SQLite's lenient identifier
+quoting has silently masked real bugs before (e.g. `->latest()` defaulting to a nonexistent
+`created_at` column on `$timestamps = false` models passed locally, failed on CI). Run via the
+`cli` compose service, which points at the stack's `db` service automatically:
 ```
-DB_CONNECTION=sqlite
-DB_DATABASE=:memory:
+docker compose run --rm cli php artisan test --exclude-group failing,troubleshooting
 ```
+No `.env.testing` edits needed — the `cli` service injects `DB_CONNECTION=mysql`/`DB_HOST=db` etc.
+itself. Use `php artisan test`, not `vendor/bin/phpunit` directly — the two have been observed to
+behave differently for this app's Livewire form tests; `artisan test` is the reliable one.
+**Known issue:** a freshly-rebuilt `cli` image has reproduced false Livewire-form failures at
+scale even under `artisan test`, for reasons not yet isolated — see
+[#689](https://github.com/InvoicePlane/InvoicePlane-v2/issues/689) and sanity-check with
+`--filter=ContactsTest` (should be 11/11 passing) before trusting a full run from a rebuilt image.
+See `.github/DOCKER.md`.
 
 ### AAA phase comment style
 

Makefile

@@ -2,6 +2,13 @@
 ## InvoicePlane v2 — Development Makefile
 ## ──────────────────────────────────────────────────────────────────────────────
 ##
+## NOTE: `vendor/bin/phpunit` (used by the targets below) and `php artisan
+## test` (make artisan-test) have been observed to behave differently for
+## this app — a raw phpunit run has silently dropped submitted field values
+## in Livewire form tests in some environments. If a target below reports a
+## failure that `make artisan-filter FILTER="..."` doesn't reproduce, prefer
+## the artisan-test variant; it matches what CI runs.
+##
 ## QUICK START
 ##   make test          Run the full PHPUnit suite (all tests)
 ##   make smoke         Run only @group smoke tests (fast sanity check)

Modules/Core/Database/Factories/CompanyUserFactory.php

@@ -2,8 +2,8 @@
 
 namespace Modules\Core\Database\Factories;
 
-use Modules\Core\Models\CompanyUser;
 use Modules\Core\Models\Company;
+use Modules\Core\Models\CompanyUser;
 use Modules\Core\Models\User;
 
 class CompanyUserFactory extends AbstractFactory

Modules/Core/Database/Factories/CustomFieldValueFactory.php

@@ -13,10 +13,10 @@ class CustomFieldValueFactory extends AbstractFactory
 
     public function definition(): array
     {
-        $company    = $this->resolveCompany() ?? Company::factory()->create();
+        $company     = $this->resolveCompany() ?? Company::factory()->create();
         $customField = CustomField::query()->where('company_id', $company->id)->inRandomOrder()->first()
             ?? CustomField::factory()->for($company)->create();
-        $fieldable  = Relation::factory()->for($company)->create();
+        $fieldable = Relation::factory()->for($company)->create();
 
         return [
             'company_id'         => $company->id,

Modules/Core/Database/Factories/NoteFactory.php

@@ -13,8 +13,8 @@ class NoteFactory extends AbstractFactory
 
     public function definition(): array
     {
-        $company  = $this->resolveCompany() ?? Company::factory()->create();
-        $notable  = Relation::factory()->for($company)->create();
+        $company = $this->resolveCompany() ?? Company::factory()->create();
+        $notable = Relation::factory()->for($company)->create();
 
         return [
             'company_id'   => $company->id,

Modules/Core/Filament/Company/Pages/Reports/BaseTabularReportPage.php

@@ -0,0 +1,132 @@
+<?php
+
+namespace Modules\Core\Filament\Company\Pages\Reports;
+
+use Filament\Actions\Action;
+use Filament\Pages\Page;
+use Filament\Tables\Concerns\InteractsWithTable;
+use Filament\Tables\Contracts\HasTable;
+use Filament\Tables\Table;
+use Illuminate\Contracts\Database\Eloquent\Builder;
+use Modules\Clients\Models\Relation;
+use Modules\Core\Enums\UserRole;
+
+/**
+ * Shared shell for the tabular reports (#145): a date range (defaults to
+ * the current month), an optional client filter, a read-only Filament
+ * table with a summary line, and a CSV export of the filtered rows.
+ * All queries are tenant-scoped through the BelongsToCompany global scope.
+ */
+abstract class BaseTabularReportPage extends Page implements HasTable
+{
+    use InteractsWithTable;
+
+    public ?string $dateFrom = null;
+
+    public ?string $dateTo = null;
+
+    public ?int $clientId = null;
+
+    protected string $view = 'core::filament.company.pages.reports.tabular-report';
+
+    /**
+     * The filtered query behind both the table and the CSV export.
+     */
+    abstract public function reportQuery(): Builder;
+
+    /**
+     * @return array<int, \Filament\Tables\Columns\Column>
+     */
+    abstract protected function reportColumns(): array;
+
+    /**
+     * @return array<int, string>
+     */
+    abstract protected function csvHeaders(): array;
+
+    /**
+     * @return array<int, string|int|float>
+     */
+    abstract protected function csvRow($record): array;
+
+    /**
+     * One-line totals summary rendered under the table.
+     */
+    abstract public function summaryLine(): string;
+
+    public static function canAccess(): bool
+    {
+        return auth()->user()?->hasAnyRole([
+            ...UserRole::elevated(),
+            UserRole::CUSTOMER_ADMIN->value,
+        ]) ?? false;
+    }
+
+    public static function getNavigationGroup(): ?string
+    {
+        return trans('ip.reports');
+    }
+
+    public function mount(): void
+    {
+        $this->dateFrom ??= now()->startOfMonth()->toDateString();
+        $this->dateTo ??= now()->endOfMonth()->toDateString();
+    }
+
+    public function table(Table $table): Table
+    {
+        return $table
+            ->query(fn (): Builder => $this->reportQuery())
+            ->columns($this->reportColumns())
+            ->paginated([25, 50, 100])
+            ->headerActions([
+                $this->exportCsvAction(),
+            ]);
+    }
+
+    public function exportCsvAction(): Action
+    {
+        return Action::make('exportCsv')
+            ->label(trans('ip.export_csv'))
+            ->icon('heroicon-o-arrow-down-tray')
+            ->action(function () {
+                $filename = static::getSlug() . '-' . now()->toDateString() . '.csv';
+
+                return response()->streamDownload(function (): void {
+                    $handle = fopen('php://output', 'wb');
+                    fputcsv($handle, $this->csvHeaders());
+
+                    foreach ($this->reportQuery()->get() as $record) {
+                        fputcsv($handle, $this->csvRow($record));
+                    }
+
+                    fclose($handle);
+                }, $filename, ['Content-Type' => 'text/csv']);
+            });
+    }
+
+    /**
+     * @return array<int, array{id: int, name: string}>
+     */
+    public function getClientOptions(): array
+    {
+        return Relation::query()
+            ->orderBy('company_name')
+            ->get(['id', 'company_name'])
+            ->map(fn (Relation $relation): array => ['id' => $relation->id, 'name' => $relation->company_name])
+            ->all();
+    }
+
+    protected function dateRange(): array
+    {
+        return [
+            $this->dateFrom ?? now()->startOfMonth()->toDateString(),
+            $this->dateTo ?? now()->endOfMonth()->toDateString(),
+        ];
+    }
+
+    protected function money(mixed $amount): string
+    {
+        return number_format((float) $amount, 2, '.', '');
+    }
+}

Modules/Core/Filament/Company/Pages/Reports/InvoicedByClientReport.php

@@ -0,0 +1,65 @@
+<?php
+
+namespace Modules\Core\Filament\Company\Pages\Reports;
+
+use Filament\Tables\Columns\TextColumn;
+use Illuminate\Contracts\Database\Eloquent\Builder;
+use Modules\Clients\Models\Relation;
+
+class InvoicedByClientReport extends BaseTabularReportPage
+{
+    public static function getNavigationLabel(): string
+    {
+        return trans('ip.report_invoiced_by_client');
+    }
+
+    public function getTitle(): string
+    {
+        return trans('ip.report_invoiced_by_client');
+    }
+
+    public function reportQuery(): Builder
+    {
+        $range = fn (Builder $query) => $query->whereBetween('invoiced_at', $this->dateRange());
+
+        return Relation::query()
+            ->when($this->clientId, fn (Builder $query) => $query->whereKey($this->clientId))
+            ->whereHas('invoices', $range)
+            ->withCount(['invoices as invoices_count' => $range])
+            ->withSum(['invoices as invoiced_total' => $range], 'invoice_total')
+            ->orderByDesc('invoiced_total');
+    }
+
+    public function summaryLine(): string
+    {
+        $rows = $this->reportQuery()->get();
+
+        return trans('ip.report_summary_invoiced_by_client', [
+            'clients' => $rows->count(),
+            'total'   => $this->money($rows->sum('invoiced_total')),
+        ]);
+    }
+
+    protected function reportColumns(): array
+    {
+        return [
+            TextColumn::make('company_name')->label(trans('ip.client')),
+            TextColumn::make('invoices_count')->label(trans('ip.invoices'))->alignRight(),
+            TextColumn::make('invoiced_total')->label(trans('ip.total'))->numeric(2)->alignRight(),
+        ];
+    }
+
+    protected function csvHeaders(): array
+    {
+        return ['Client', 'Invoices', 'Invoiced total'];
+    }
+
+    protected function csvRow($record): array
+    {
+        return [
+            $record->company_name,
+            $record->invoices_count,
+            $this->money($record->invoiced_total),
+        ];
+    }
+}