export pdf summary table and refactor

app/Contracts/HasSummaryReport.php

@@ -20,4 +20,6 @@ interface HasSummaryReport
     public function getSummaryCategories(): array;
 
     public function getSummaryOverallTotals(): array;
+
+    public function getSummaryPdfView(): string;
 }

app/Filament/Company/Pages/Concerns/HasReportTabs.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Filament\Company\Pages\Concerns;
+
+use Livewire\Attributes\Url;
+
+trait HasReportTabs
+{
+    #[Url]
+    public ?string $activeTab = 'summary';
+
+    public function getTabs(): array
+    {
+        return [
+            'summary' => 'Summary',
+            'details' => 'Details',
+        ];
+    }
+
+    public function getActiveTab(): string
+    {
+        return $this->activeTab;
+    }
+}

app/Filament/Company/Pages/Reports.php

@@ -27,54 +27,54 @@ class Reports extends Page
             ->schema([
                 Section::make('Financial Statements')
                     ->aside()
-                    ->description('Key financial statements that provide a snapshot of your company’s financial health.')
+                    ->description('Key financial statements that provide an overview of your company’s financial health and performance.')
                     ->extraAttributes(['class' => 'es-report-card'])
                     ->schema([
                         ReportEntry::make('income_statement')
                             ->hiddenLabel()
                             ->heading('Income Statement')
-                            ->description('Tracks revenue and expenses to show profit or loss over a specific period of time.')
+                            ->description('Shows revenue, expenses, and net earnings over a period, indicating overall financial performance.')
                             ->icon('heroicon-o-chart-bar')
                             ->iconColor(Color::Indigo)
                             ->url(IncomeStatement::getUrl()),
                         ReportEntry::make('balance_sheet')
                             ->hiddenLabel()
                             ->heading('Balance Sheet')
-                            ->description('Snapshot of assets, liabilities, and equity at a specific point in time.')
+                            ->description('Displays your company’s assets, liabilities, and equity at a single point in time, showing overall financial health and stability.')
                             ->icon('heroicon-o-clipboard-document-list')
                             ->iconColor(Color::Emerald)
                             ->url(BalanceSheet::getUrl()),
                         ReportEntry::make('cash_flow_statement')
                             ->hiddenLabel()
                             ->heading('Cash Flow Statement')
-                            ->description('Shows cash inflows and outflows over a specific period of time.')
+                            ->description('Tracks cash inflows and outflows, giving insight into liquidity and cash management over a period.')
                             ->icon('heroicon-o-document-currency-dollar')
                             ->iconColor(Color::Cyan)
                             ->url(CashFlowStatement::getUrl()),
                     ]),
                 Section::make('Detailed Reports')
                     ->aside()
-                    ->description('Dig into the details of your company’s transactions, balances, and accounts.')
+                    ->description('Detailed reports that provide a comprehensive view of your company’s financial transactions and account balances.')
                     ->extraAttributes(['class' => 'es-report-card'])
                     ->schema([
                         ReportEntry::make('account_balances')
                             ->hiddenLabel()
                             ->heading('Account Balances')
-                            ->description('Summary view of balances and activity for all accounts.')
+                            ->description('Lists all accounts and their balances, including starting, debit, credit, net movement, and ending balances.')
                             ->icon('heroicon-o-currency-dollar')
                             ->iconColor(Color::Teal)
                             ->url(AccountBalances::getUrl()),
                         ReportEntry::make('trial_balance')
                             ->hiddenLabel()
                             ->heading('Trial Balance')
-                            ->description('The sum of all debit and credit balances for all accounts on a single day. This helps to ensure that the books are in balance.')
+                            ->description('Summarizes all account debits and credits on a specific date to verify the ledger is balanced.')
                             ->icon('heroicon-o-scale')
                             ->iconColor(Color::Sky)
                             ->url(TrialBalance::getUrl()),
                         ReportEntry::make('account_transactions')
                             ->hiddenLabel()
                             ->heading('Account Transactions')
-                            ->description('A record of all transactions for a company. The general ledger is the core of a company\'s financial records.')
+                            ->description('A record of all transactions, essential for monitoring and reconciling financial activity in the ledger.')
                             ->icon('heroicon-o-adjustments-horizontal')
                             ->iconColor(Color::Amber)
                             ->url(AccountTransactions::getUrl()),

app/Filament/Company/Pages/Reports/AccountBalances.php

@@ -17,10 +17,6 @@ class AccountBalances extends BaseReportPage
 {
     protected static string $view = 'filament.company.pages.reports.detailed-report';
 
-    protected static ?string $slug = 'reports/account-balances';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;

app/Filament/Company/Pages/Reports/AccountTransactions.php

@@ -27,10 +27,6 @@ class AccountTransactions extends BaseReportPage
 {
     protected static string $view = 'filament.company.pages.reports.account-transactions';
 
-    protected static ?string $slug = 'reports/account-transactions';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;

app/Filament/Company/Pages/Reports/BalanceSheet.php

@@ -4,6 +4,7 @@ namespace App\Filament\Company\Pages\Reports;
 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Filament\Forms\Components\DateRangeSelect;
 use App\Services\ExportService;
 use App\Services\ReportService;
@@ -11,22 +12,18 @@ use App\Support\Column;
 use App\Transformers\BalanceSheetReportTransformer;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class BalanceSheet extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.balance-sheet';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.balance-sheet';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
@@ -77,11 +74,11 @@ class BalanceSheet extends BaseReportPage
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, endDate: $this->getFilterState('asOfDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, endDate: $this->getFilterState('asOfDate'), activeTab: $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, endDate: $this->getFilterState('asOfDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, endDate: $this->getFilterState('asOfDate'), activeTab: $this->getActiveTab());
     }
 }

app/Filament/Company/Pages/Reports/BaseReportPage.php

@@ -6,6 +6,7 @@ use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
 use App\Filament\Company\Pages\Concerns\HasDeferredFiltersForm;
 use App\Filament\Company\Pages\Concerns\HasTableColumnToggleForm;
+use App\Filament\Company\Pages\Reports;
 use App\Filament\Forms\Components\DateRangeSelect;
 use App\Models\Company;
 use App\Services\DateRangeService;
@@ -62,6 +63,31 @@ abstract class BaseReportPage extends Page
         $this->fiscalYearEndDate = $this->company->locale->fiscalYearEndDate();
     }
 
+    public static function shouldRegisterNavigation(): bool
+    {
+        return false;
+    }
+
+    public static function getSlug(): string
+    {
+        $prefix = Reports::getSlug() . '/';
+
+        if (filled(static::$slug)) {
+            return $prefix . static::$slug;
+        }
+
+        return $prefix . str(class_basename(static::class))
+            ->kebab()
+            ->slug();
+    }
+
+    public function getBreadcrumbs(): array
+    {
+        return [
+            Reports::getUrl() => Reports::getNavigationLabel(),
+        ];
+    }
+
     protected function loadDefaultDateRange(): void
     {
         $flatFields = $this->getFiltersForm()->getFlatFields();

app/Filament/Company/Pages/Reports/CashFlowStatement.php

@@ -4,6 +4,7 @@ namespace App\Filament\Company\Pages\Reports;
 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Support\Column;
@@ -11,24 +12,18 @@ use App\Transformers\CashFlowStatementReportTransformer;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
 use Guava\FilamentClusters\Forms\Cluster;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class CashFlowStatement extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.cash-flow-statement';
-
-    protected static ?string $slug = 'reports/cash-flow-statement';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.cash-flow-statement';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
@@ -77,11 +72,11 @@ class CashFlowStatement extends BaseReportPage
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 }

app/Filament/Company/Pages/Reports/IncomeStatement.php

@@ -4,6 +4,7 @@ namespace App\Filament\Company\Pages\Reports;
 
 use App\Contracts\ExportableReport;
 use App\DTO\ReportDTO;
+use App\Filament\Company\Pages\Concerns\HasReportTabs;
 use App\Services\ExportService;
 use App\Services\ReportService;
 use App\Support\Column;
@@ -11,24 +12,18 @@ use App\Transformers\IncomeStatementReportTransformer;
 use Filament\Forms\Form;
 use Filament\Support\Enums\Alignment;
 use Guava\FilamentClusters\Forms\Cluster;
-use Livewire\Attributes\Url;
 use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class IncomeStatement extends BaseReportPage
 {
-    protected static string $view = 'filament.company.pages.reports.income-statement';
-
-    protected static ?string $slug = 'reports/income-statement';
+    use HasReportTabs;
 
-    protected static bool $shouldRegisterNavigation = false;
+    protected static string $view = 'filament.company.pages.reports.income-statement';
 
     protected ReportService $reportService;
 
     protected ExportService $exportService;
 
-    #[Url]
-    public ?string $activeTab = 'summary';
-
     public function boot(ReportService $reportService, ExportService $exportService): void
     {
         $this->reportService = $reportService;
@@ -77,11 +72,11 @@ class IncomeStatement extends BaseReportPage
 
     public function exportCSV(): StreamedResponse
     {
-        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToCsv($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 
     public function exportPDF(): StreamedResponse
     {
-        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'));
+        return $this->exportService->exportToPdf($this->company, $this->report, $this->getFilterState('startDate'), $this->getFilterState('endDate'), $this->getActiveTab());
     }
 }

app/Filament/Company/Pages/Reports/TrialBalance.php

@@ -18,10 +18,6 @@ class TrialBalance extends BaseReportPage
 {
     protected static string $view = 'filament.company.pages.reports.trial-balance';
 
-    protected static ?string $slug = 'reports/trial-balance';
-
-    protected static bool $shouldRegisterNavigation = false;
-
     protected ReportService $reportService;
 
     protected ExportService $exportService;

app/Services/ExportService.php

@@ -3,6 +3,7 @@
 namespace App\Services;
 
 use App\Contracts\ExportableReport;
+use App\Contracts\HasSummaryReport;
 use App\Models\Company;
 use App\Transformers\CashFlowStatementReportTransformer;
 use Barryvdh\Snappy\Facades\SnappyPdf;
@@ -16,7 +17,7 @@ use Symfony\Component\HttpFoundation\StreamedResponse;
 
 class ExportService
 {
-    public function exportToCsv(Company $company, ExportableReport $report, ?string $startDate = null, ?string $endDate = null): StreamedResponse
+    public function exportToCsv(Company $company, ExportableReport $report, ?string $startDate = null, ?string $endDate = null, ?string $activeTab = null): StreamedResponse
     {
         if ($startDate && $endDate) {
             $formattedStartDate = Carbon::parse($startDate)->toDateString();
@@ -36,7 +37,7 @@ class ExportService
             'Content-Disposition' => 'attachment; filename="' . $filename . '"',
         ];
 
-        $callback = function () use ($startDate, $endDate, $report, $company) {
+        $callback = function () use ($startDate, $endDate, $report, $company, $activeTab) {
             $csv = Writer::createFromStream(fopen('php://output', 'wb'));
             $csv->setOutputBOM(Bom::Utf8);
 
@@ -53,65 +54,118 @@ class ExportService
             $csv->insertOne([$dateLabel]);
             $csv->insertOne([]);
 
-            $csv->insertOne($report->getHeaders());
+            if ($activeTab === 'summary') {
+                $this->writeSummaryTableToCsv($csv, $report);
+            } else {
+                $this->writeDetailedTableToCsv($csv, $report);
+            }
+        };
 
-            foreach ($report->getCategories() as $category) {
-                $this->writeDataRowsToCsv($csv, $category->header, $category->data, $report->getColumns());
+        return response()->streamDownload($callback, $filename, $headers);
+    }
 
-                foreach ($category->types ?? [] as $type) {
-                    $this->writeDataRowsToCsv($csv, $type->header, $type->data, $report->getColumns());
+    /**
+     * @throws CannotInsertRecord
+     * @throws Exception
+     */
+    protected function writeSummaryTableToCsv(Writer $csv, ExportableReport $report): void
+    {
+        /** @var HasSummaryReport $report */
+        $csv->insertOne($report->getSummaryHeaders());
 
-                    if (filled($type->summary)) {
-                        $csv->insertOne($type->summary);
-                    }
-                }
+        foreach ($report->getSummaryCategories() as $category) {
+            if (filled($category->header)) {
+                $csv->insertOne($category->header);
+            }
 
-                if (filled($category->summary)) {
-                    $csv->insertOne($category->summary);
-                }
+            foreach ($category->types ?? [] as $type) {
+                $csv->insertOne($type->summary);
+            }
 
+            if (filled($category->summary)) {
+                $csv->insertOne($category->summary);
+            }
+
+            if ($category->summary['account_name'] === 'Cost of Goods Sold' && method_exists($report, 'getGrossProfit') && filled($report->getGrossProfit())) {
+                $csv->insertOne($report->getGrossProfit());
+            }
+
+            if (filled($category->header)) {
                 $csv->insertOne([]);
             }
+        }
+
+        if (method_exists($report, 'getSummaryOverviewHeaders') && filled($report->getSummaryOverviewHeaders())) {
+            $this->writeSummaryOverviewTableToCsv($csv, $report);
+        }
+
+        if (filled($report->getSummaryOverallTotals())) {
+            $csv->insertOne($report->getSummaryOverallTotals());
+        }
+    }
+
+    /**
+     * @throws CannotInsertRecord
+     * @throws Exception
+     */
+    protected function writeDetailedTableToCsv(Writer $csv, ExportableReport $report): void
+    {
+        $csv->insertOne($report->getHeaders());
 
-            if ($report->getTitle() === 'Cash Flow Statement') {
-                $this->writeOverviewTableToCsv($csv, $report);
+        foreach ($report->getCategories() as $category) {
+            $this->writeDataRowsToCsv($csv, $category->header, $category->data, $report->getColumns());
+
+            foreach ($category->types ?? [] as $type) {
+                $this->writeDataRowsToCsv($csv, $type->header, $type->data, $report->getColumns());
+
+                if (filled($type->summary)) {
+                    $csv->insertOne($type->summary);
+                }
             }
 
-            if (filled($report->getOverallTotals())) {
-                $csv->insertOne($report->getOverallTotals());
+            if (filled($category->summary)) {
+                $csv->insertOne($category->summary);
             }
-        };
 
-        return response()->streamDownload($callback, $filename, $headers);
+            $csv->insertOne([]);
+        }
+
+        if (method_exists($report, 'getOverviewHeaders') && filled($report->getOverviewHeaders())) {
+            $this->writeOverviewTableToCsv($csv, $report);
+        }
+
+        if (filled($report->getOverallTotals())) {
+            $csv->insertOne($report->getOverallTotals());
+        }
     }
 
     /**
      * @throws CannotInsertRecord
      * @throws Exception
      */
-    protected function writeOverviewTableToCsv(Writer $csv, ExportableReport $report): void
+    protected function writeSummaryOverviewTableToCsv(Writer $csv, ExportableReport $report): void
     {
         /** @var CashFlowStatementReportTransformer $report */
-        $headers = $report->getOverviewHeaders();
+        $headers = $report->getSummaryOverviewHeaders();
 
         if (filled($headers)) {
             $csv->insertOne($headers);
         }
 
-        foreach ($report->getOverview() as $overviewCategory) {
+        foreach ($report->getSummaryOverview() as $overviewCategory) {
             if (filled($overviewCategory->header)) {
-                $this->writeDataRowsToCsv($csv, $overviewCategory->header, $overviewCategory->data, $report->getColumns());
+                $this->writeDataRowsToCsv($csv, $overviewCategory->header, $overviewCategory->data, $report->getSummaryColumns());
             }
 
             if (filled($overviewCategory->summary)) {
                 $csv->insertOne($overviewCategory->summary);
             }
 
-            if ($overviewCategory->header['account_name'] === 'Starting Balance') {
-                foreach ($report->getOverviewAlignedWithColumns() as $summaryRow) {
+            if ($overviewCategory->summary['account_name'] === 'Starting Balance') {
+                foreach ($report->getSummaryOverviewAlignedWithColumns() as $summaryRow) {
                     $row = [];
 
-                    foreach ($report->getColumns() as $column) {
+                    foreach ($report->getSummaryColumns() as $column) {
                         $columnName = $column->getName();
                         $row[] = $summaryRow[$columnName] ?? '';
                     }
@@ -124,31 +178,43 @@ class ExportService
         }
     }
 
-    public function exportToPdf(Company $company, ExportableReport $report, ?string $startDate = null, ?string $endDate = null): StreamedResponse
+    /**
+     * @throws CannotInsertRecord
+     * @throws Exception
+     */
+    protected function writeOverviewTableToCsv(Writer $csv, ExportableReport $report): void
     {
-        if ($startDate && $endDate) {
-            $formattedStartDate = Carbon::parse($startDate)->toDateString();
-            $formattedEndDate = Carbon::parse($endDate)->toDateString();
-            $dateLabel = $formattedStartDate . ' to ' . $formattedEndDate;
-        } else {
-            $formattedAsOfDate = Carbon::parse($endDate)->toDateString();
-            $dateLabel = $formattedAsOfDate;
+        /** @var CashFlowStatementReportTransformer $report */
+        $headers = $report->getOverviewHeaders();
+
+        if (filled($headers)) {
+            $csv->insertOne($headers);
         }
 
-        $timestamp = Carbon::now()->format('Y-m-d_H-i-s');
+        foreach ($report->getOverview() as $overviewCategory) {
+            if (filled($overviewCategory->header)) {
+                $this->writeDataRowsToCsv($csv, $overviewCategory->header, $overviewCategory->data, $report->getColumns());
+            }
 
-        $filename = $company->name . ' ' . $report->getTitle() . ' ' . $dateLabel . ' ' . $timestamp . '.pdf';
+            if (filled($overviewCategory->summary)) {
+                $csv->insertOne($overviewCategory->summary);
+            }
 
-        $pdf = SnappyPdf::loadView($report->getPdfView(), [
-            'company' => $company,
-            'report' => $report,
-            'startDate' => $startDate ? Carbon::parse($startDate)->toDefaultDateFormat() : null,
-            'endDate' => $endDate ? Carbon::parse($endDate)->toDefaultDateFormat() : null,
-        ]);
+            if ($overviewCategory->header['account_name'] === 'Starting Balance') {
+                foreach ($report->getOverviewAlignedWithColumns() as $summaryRow) {
+                    $row = [];
 
-        return response()->streamDownload(function () use ($pdf) {
-            echo $pdf->inline();
-        }, $filename);
+                    foreach ($report->getColumns() as $column) {
+                        $columnName = $column->getName();
+                        $row[] = $summaryRow[$columnName] ?? '';
+                    }
+
+                    if (array_filter($row)) {
+                        $csv->insertOne($row);
+                    }
+                }
+            }
+        }
     }
 
     /**
@@ -189,4 +255,33 @@ class ExportService
             $csv->insertOne($row);
         }
     }
+
+    public function exportToPdf(Company $company, ExportableReport $report, ?string $startDate = null, ?string $endDate = null, ?string $activeTab = null): StreamedResponse
+    {
+        if ($startDate && $endDate) {
+            $formattedStartDate = Carbon::parse($startDate)->toDateString();
+            $formattedEndDate = Carbon::parse($endDate)->toDateString();
+            $dateLabel = $formattedStartDate . ' to ' . $formattedEndDate;
+        } else {
+            $formattedAsOfDate = Carbon::parse($endDate)->toDateString();
+            $dateLabel = $formattedAsOfDate;
+        }
+
+        $timestamp = Carbon::now()->format('Y-m-d_H-i-s');
+
+        $filename = $company->name . ' ' . $report->getTitle() . ' ' . $dateLabel . ' ' . $timestamp . '.pdf';
+
+        $view = $activeTab === 'summary' ? $report->getSummaryPdfView() : $report->getPdfView();
+
+        $pdf = SnappyPdf::loadView($view, [
+            'company' => $company,
+            'report' => $report,
+            'startDate' => $startDate ? Carbon::parse($startDate)->toDefaultDateFormat() : null,
+            'endDate' => $endDate ? Carbon::parse($endDate)->toDefaultDateFormat() : null,
+        ]);
+
+        return response()->streamDownload(function () use ($pdf) {
+            echo $pdf->inline();
+        }, $filename);
+    }
 }

app/Transformers/IncomeStatementReportTransformer.php

@@ -22,6 +22,11 @@ class IncomeStatementReportTransformer extends SummaryReportTransformer
         $this->calculateTotals();
     }
 
+    public function getSummaryPdfView(): string
+    {
+        return 'components.company.reports.income-statement-summary-pdf';
+    }
+
     public function getTitle(): string
     {
         return 'Income Statement';
@@ -96,13 +101,6 @@ class IncomeStatementReportTransformer extends SummaryReportTransformer
         $columns = $this->getSummaryColumns();
 
         foreach ($this->report->categories as $accountCategoryName => $accountCategory) {
-            // Header for the main category
-            $categoryHeader = [];
-
-            foreach ($columns as $column) {
-                $categoryHeader[$column->getName()] = $column->getName() === 'account_name' ? $accountCategoryName : '';
-            }
-
             // Category-level summary
             $categorySummary = [];
             foreach ($columns as $column) {
@@ -115,7 +113,7 @@ class IncomeStatementReportTransformer extends SummaryReportTransformer
 
             // Add the category summary to the final array
             $summaryCategories[$accountCategoryName] = new ReportCategoryDTO(
-                header: $categoryHeader,
+                header: [],
                 data: [], // No direct accounts are needed here, only summaries
                 summary: $categorySummary,
                 types: [] // No types for the income statement

app/Transformers/SummaryReportTransformer.php

@@ -31,4 +31,9 @@ abstract class SummaryReportTransformer extends BaseReportTransformer implements
             return $headers;
         });
     }
+
+    public function getSummaryPdfView(): string
+    {
+        return 'components.company.reports.summary-report-pdf';
+    }
 }

resources/views/components/company/reports/account-transactions-report-pdf.blade.php

@@ -1,155 +1,65 @@
-<!DOCTYPE html>
-<html lang="en">
-<head>
-    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
-    <meta name="viewport" content="width=device-width, initial-scale=1">
-    <title>{{ $report->getTitle() }}</title>
-    <style>
-        .category-header-row > td {
-            background-color: #f3f4f6;
-            font-weight: bold;
-        }
-
-        .category-summary-row > td,
-        .table-footer-row > td {
-            background-color: #ffffff;
-            font-weight: bold;
-        }
-
-        .company-name {
-            font-size: 1.125rem;
-            font-weight: bold;
-        }
-
-        .date-range {
-            font-size: 0.875rem;
-        }
-
-        .header {
-            color: #374151;
-            margin-bottom: 1rem;
-        }
-
-        .header div + div {
-            margin-top: 0.5rem;
-        }
-
-        .spacer-row > td {
-            height: 0.75rem;
-        }
-
-        .table-body tr {
-            background-color: #ffffff;
-        }
-
-        .table-class {
-            border-collapse: collapse;
-            width: 100%;
-        }
-
-        .table-class td,
-        .table-class th {
-            border-bottom: 1px solid #d1d5db;
-            color: #374151;
-            font-size: 0.75rem;
-            line-height: 1rem;
-            padding: 0.75rem;
-        }
-
-        .table-head {
-            display: table-row-group;
-        }
-
-        .text-center {
-            text-align: center;
-        }
-
-        .text-left {
-            text-align: left;
-        }
-
-        .text-right {
-            text-align: right;
-        }
-
-        .title {
-            font-size: 1.5rem;
-        }
-
-        .whitespace-normal {
-            white-space: normal;
-        }
-
-        .whitespace-nowrap {
-            white-space: nowrap;
-        }
-
-        table tfoot {
-            display: table-row-group;
-        }
-    </style>
-</head>
-<body>
-<div class="header">
-    <div class="title">{{ $report->getTitle() }}</div>
-    <div class="company-name">{{ $company->name }}</div>
-    <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
-</div>
-<table class="table-class">
-    <thead class="table-head">
-    <tr>
-        @foreach($report->getHeaders() as $index => $header)
-            <th class="{{ $report->getAlignmentClass($index) }}">
-                {{ $header }}
-            </th>
-        @endforeach
-    </tr>
-    </thead>
-    @foreach($report->getCategories() as $category)
-        <tbody>
-        <tr class="category-header-row">
-            <td colspan="{{ count($report->getHeaders()) }}">
-                <div>
-                    @foreach($category->header as $headerRow)
-                        <div>
-                            @foreach($headerRow as $headerValue)
-                                @if (!empty($headerValue))
-                                    {{ $headerValue }}
-                                @endif
-                            @endforeach
-                        </div>
-                    @endforeach
-                </div>
-            </td>
+@extends('components.company.reports.layout')
+
+@section('content')
+    <div class="header">
+        <div class="title">{{ $report->getTitle() }}</div>
+        <div class="company-name">{{ $company->name }}</div>
+        <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
+    </div>
+    <table class="table-class">
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $header }}
+                </th>
+            @endforeach
         </tr>
-        @foreach($category->data as $dataIndex => $transaction)
-            <tr
-                @class([
-                    'category-header-row' => $loop->first || $loop->last || $loop->remaining === 1,
-                ])>
-                @foreach($transaction as $cellIndex => $cell)
-                    <td @class([
+        </thead>
+        @foreach($report->getCategories() as $category)
+            <tbody>
+            <tr class="category-header-row">
+                <td colspan="{{ count($report->getHeaders()) }}">
+                    <div>
+                        @foreach($category->header as $headerRow)
+                            <div>
+                                @foreach($headerRow as $headerValue)
+                                    @if (!empty($headerValue))
+                                        {{ $headerValue }}
+                                    @endif
+                                @endforeach
+                            </div>
+                        @endforeach
+                    </div>
+                </td>
+            </tr>
+            @foreach($category->data as $dataIndex => $transaction)
+                <tr
+                    @class([
+                        'category-header-row' => $loop->first || $loop->last || $loop->remaining === 1,
+                    ])>
+                    @foreach($transaction as $cellIndex => $cell)
+                        <td @class([
                             $report->getAlignmentClass($cellIndex),
                             'whitespace-normal' => $cellIndex === 'description',
                             'whitespace-nowrap' => $cellIndex !== 'description',
                         ])
-                    >
-                        @if(is_array($cell) && isset($cell['description']))
-                            {{ $cell['description'] }}
-                        @else
-                            {{ $cell }}
-                        @endif
-                    </td>
-                @endforeach
-            </tr>
+                        >
+                            @if(is_array($cell) && isset($cell['description']))
+                                {{ $cell['description'] }}
+                            @else
+                                {{ $cell }}
+                            @endif
+                        </td>
+                    @endforeach
+                </tr>
+            @endforeach
+            @unless($loop->last)
+                <tr class="spacer-row">
+                    <td colspan="{{ count($report->getHeaders()) }}"></td>
+                </tr>
+            @endunless
+            </tbody>
         @endforeach
-        @unless($loop->last)
-            <tr class="spacer-row">
-                <td colspan="{{ count($report->getHeaders()) }}"></td>
-            </tr>
-        @endunless
-        </tbody>
-    @endforeach
-</table>
-</body>
-</html>
+    </table>
+@endsection

resources/views/components/company/reports/cash-flow-statement-pdf.blade.php

@@ -1,334 +1,218 @@
-<!DOCTYPE html>
-<html lang="en">
-<head>
-    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
-    <meta name="viewport" content="width=device-width, initial-scale=1">
-    <title>{{ $report->getTitle() }}</title>
-    <style>
-        .font-bold {
-            font-weight: bold;
-        }
-
-        .category-header-row > td,
-        .type-header-row > td {
-            background-color: #f3f4f6;
-            font-weight: bold;
-        }
-
-        .category-summary-row > td,
-        .table-footer-row > td,
-        .type-summary-row > td {
-            background-color: #ffffff;
-            font-weight: bold;
-        }
-
-        .cell {
-            padding-bottom: 5px;
-            position: relative;
-        }
-
-        .company-name {
-            font-size: 1.125rem;
-            font-weight: bold;
-        }
-
-        .date-range {
-            font-size: 0.875rem;
-        }
-
-        .header {
-            color: #374151;
-            margin-bottom: 1rem;
-        }
-
-        .header div + div {
-            margin-top: 0.5rem;
-        }
-
-        .spacer-row > td {
-            height: 0.75rem;
-        }
-
-        .table-body tr {
-            background-color: #ffffff;
-        }
-
-        .table-class {
-            border-collapse: collapse;
-            table-layout: fixed;
-            width: 100%;
-        }
-
-        .table-class .type-row-indent {
-            padding-left: 1.5rem;
-        }
-
-        .table-class td,
-        .table-class th {
-            border-bottom: 1px solid #d1d5db;
-            color: #374151;
-            font-size: 0.75rem;
-            line-height: 1rem;
-            padding: 0.75rem;
-        }
-
-        .table-head {
-            display: table-row-group;
-        }
-
-        .text-center {
-            text-align: center;
-        }
-
-        .text-left {
-            text-align: left;
-        }
-
-        .text-right {
-            text-align: right;
-        }
-
-        .title {
-            font-size: 1.5rem;
-        }
-
-        .table-class .underline-bold {
-            border-bottom: 2px solid #374151;
-        }
-
-        .table-class .underline-thin {
-            border-bottom: 1px solid #374151;
-        }
-
-        .whitespace-normal {
-            white-space: normal;
-        }
-
-        .whitespace-nowrap {
-            white-space: nowrap;
-        }
-
-        table tfoot {
-            display: table-row-group;
-        }
-    </style>
-</head>
-<body>
-<div class="header">
-    <div class="title">{{ $report->getTitle() }}</div>
-    <div class="company-name">{{ $company->name }}</div>
-    @if($startDate && $endDate)
-        <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
-    @else
-        <div class="date-range">As of {{ $endDate }}</div>
-    @endif
-</div>
-<table class="table-class">
-    <colgroup>
-        @if(array_key_exists('account_code', $report->getHeaders()))
-            <col span="1" style="width: 20%;">
-            <col span="1" style="width: 55%;">
-            <col span="1" style="width: 25%;">
+@extends('components.company.reports.layout')
+
+@section('content')
+    <div class="header">
+        <div class="title">{{ $report->getTitle() }}</div>
+        <div class="company-name">{{ $company->name }}</div>
+        @if($startDate && $endDate)
+            <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
         @else
-            <col span="1" style="width: 65%;">
-            <col span="1" style="width: 35%;">
+            <div class="date-range">As of {{ $endDate }}</div>
         @endif
-    </colgroup>
-    <thead class="table-head">
-    <tr>
-        @foreach($report->getHeaders() as $index => $header)
-            <th class="{{ $report->getAlignmentClass($index) }}">
-                {{ $header }}
-            </th>
-        @endforeach
-    </tr>
-    </thead>
-    @foreach($report->getCategories() as $category)
-        <tbody>
-        <tr class="category-header-row">
-            @foreach($category->header as $index => $header)
-                <td class="{{ $report->getAlignmentClass($index) }}">
+    </div>
+    <table class="table-class">
+        <colgroup>
+            @if(array_key_exists('account_code', $report->getHeaders()))
+                <col span="1" style="width: 20%;">
+                <col span="1" style="width: 55%;">
+                <col span="1" style="width: 25%;">
+            @else
+                <col span="1" style="width: 65%;">
+                <col span="1" style="width: 35%;">
+            @endif
+        </colgroup>
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
                     {{ $header }}
-                </td>
+                </th>
             @endforeach
         </tr>
-        @foreach($category->data as $account)
-            <tr>
-                @foreach($account as $index => $cell)
-                    <td @class([
+        </thead>
+        @foreach($report->getCategories() as $category)
+            <tbody>
+            <tr class="category-header-row">
+                @foreach($category->header as $index => $header)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
+                        {{ $header }}
+                    </td>
+                @endforeach
+            </tr>
+            @foreach($category->data as $account)
+                <tr>
+                    @foreach($account as $index => $cell)
+                        <td @class([
                             $report->getAlignmentClass($index),
                             'whitespace-normal' => $index === 'account_name',
                             'whitespace-nowrap' => $index !== 'account_name',
                         ])
-                    >
-                        @if(is_array($cell) && isset($cell['name']))
-                            {{ $cell['name'] }}
-                        @else
-                            {{ $cell }}
-                        @endif
-                    </td>
-                @endforeach
-            </tr>
-        @endforeach
+                        >
+                            @if(is_array($cell) && isset($cell['name']))
+                                {{ $cell['name'] }}
+                            @else
+                                {{ $cell }}
+                            @endif
+                        </td>
+                    @endforeach
+                </tr>
+            @endforeach
 
-        <!-- Category Types -->
-        @foreach($category->types ?? [] as $type)
-            <!-- Type Header -->
-            <tr class="type-header-row">
-                @foreach($type->header as $index => $header)
-                    <td @class([
+            <!-- Category Types -->
+            @foreach($category->types ?? [] as $type)
+                <!-- Type Header -->
+                <tr class="type-header-row">
+                    @foreach($type->header as $index => $header)
+                        <td @class([
                             $report->getAlignmentClass($index),
                             'type-row-indent' => $index === 'account_name',
                         ])
-                    >
-                        {{ $header }}
-                    </td>
-                @endforeach
-            </tr>
+                        >
+                            {{ $header }}
+                        </td>
+                    @endforeach
+                </tr>
 
-            <!-- Type Data -->
-            @foreach($type->data as $typeRow)
-                <tr class="type-data-row">
-                    @foreach($typeRow as $index => $cell)
-                        <td @class([
+                <!-- Type Data -->
+                @foreach($type->data as $typeRow)
+                    <tr class="type-data-row">
+                        @foreach($typeRow as $index => $cell)
+                            <td @class([
                                 $report->getAlignmentClass($index),
                                 'whitespace-normal type-row-indent' => $index === 'account_name',
                                 'whitespace-nowrap' => $index !== 'account_name',
                             ])
+                            >
+                                @if(is_array($cell) && isset($cell['name']))
+                                    {{ $cell['name'] }}
+                                @else
+                                    {{ $cell }}
+                                @endif
+                            </td>
+                        @endforeach
+                    </tr>
+                @endforeach
+
+                <!-- Type Summary -->
+                <tr class="type-summary-row">
+                    @foreach($type->summary as $index => $cell)
+                        <td @class([
+                            $report->getAlignmentClass($index),
+                            'type-row-indent' => $index === 'account_name',
+                        ])
                         >
-                            @if(is_array($cell) && isset($cell['name']))
-                                {{ $cell['name'] }}
-                            @else
-                                {{ $cell }}
-                            @endif
+                            {{ $cell }}
                         </td>
                     @endforeach
                 </tr>
             @endforeach
 
-            <!-- Type Summary -->
-            <tr class="type-summary-row">
-                @foreach($type->summary as $index => $cell)
+            <tr class="category-summary-row">
+                @foreach($category->summary as $index => $cell)
                     <td @class([
-                            $report->getAlignmentClass($index),
-                            'type-row-indent' => $index === 'account_name',
-                        ])
+                        $report->getAlignmentClass($index),
+                        'underline-bold' => $loop->last,
+                    ])
                     >
                         {{ $cell }}
                     </td>
                 @endforeach
             </tr>
-        @endforeach
 
-        <tr class="category-summary-row">
-            @foreach($category->summary as $index => $cell)
-                <td @class([
-                        'cell',
-                        $report->getAlignmentClass($index),
-                        'underline-bold' => $loop->last,
-                    ])
-                >
-                    {{ $cell }}
+            @unless($loop->last && empty($report->getOverallTotals()))
+                <tr class="spacer-row">
+                    <td colspan="{{ count($report->getHeaders()) }}"></td>
+                </tr>
+            @endunless
+            </tbody>
+        @endforeach
+        <tfoot>
+        <tr class="table-footer-row">
+            @foreach ($report->getOverallTotals() as $index => $total)
+                <td class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $total }}
                 </td>
             @endforeach
         </tr>
-
-        @unless($loop->last && empty($report->getOverallTotals()))
-            <tr class="spacer-row">
-                <td colspan="{{ count($report->getHeaders()) }}"></td>
-            </tr>
-        @endunless
-        </tbody>
-    @endforeach
-    <tfoot>
-    <tr class="table-footer-row">
-        @foreach ($report->getOverallTotals() as $index => $total)
-            <td class="{{ $report->getAlignmentClass($index) }}">
-                {{ $total }}
-            </td>
-        @endforeach
-    </tr>
-    </tfoot>
-</table>
-
-<!-- Second Overview Table -->
-<table class="table-class">
-    <colgroup>
-        @if(array_key_exists('account_code', $report->getHeaders()))
-            <col span="1" style="width: 20%;">
-            <col span="1" style="width: 55%;">
-            <col span="1" style="width: 25%;">
-        @else
-            <col span="1" style="width: 65%;">
-            <col span="1" style="width: 35%;">
-        @endif
-    </colgroup>
-    <thead class="table-head">
-    <tr>
-        @foreach($report->getOverviewHeaders() as $index => $header)
-            <th class="{{ $report->getAlignmentClass($index) }}">
-                {{ $header }}
-            </th>
-        @endforeach
-    </tr>
-    </thead>
-    <!-- Overview Content -->
-    @foreach($report->getOverview() as $overviewCategory)
-        <tbody>
-        <tr class="category-header-row">
-            @foreach($overviewCategory->header as $index => $header)
-                <td class="{{ $report->getAlignmentClass($index) }}">
+        </tfoot>
+    </table>
+
+    <!-- Second Overview Table -->
+    <table class="table-class" style="margin-top: 40px;">
+        <colgroup>
+            @if(array_key_exists('account_code', $report->getHeaders()))
+                <col span="1" style="width: 20%;">
+                <col span="1" style="width: 55%;">
+                <col span="1" style="width: 25%;">
+            @else
+                <col span="1" style="width: 65%;">
+                <col span="1" style="width: 35%;">
+            @endif
+        </colgroup>
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getOverviewHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
                     {{ $header }}
-                </td>
+                </th>
             @endforeach
         </tr>
-        @foreach($overviewCategory->data as $overviewAccount)
-            <tr>
-                @foreach($overviewAccount as $index => $cell)
-                    <td @class([
+        </thead>
+        <!-- Overview Content -->
+        @foreach($report->getOverview() as $overviewCategory)
+            <tbody>
+            <tr class="category-header-row">
+                @foreach($overviewCategory->header as $index => $header)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
+                        {{ $header }}
+                    </td>
+                @endforeach
+            </tr>
+            @foreach($overviewCategory->data as $overviewAccount)
+                <tr>
+                    @foreach($overviewAccount as $index => $cell)
+                        <td @class([
                             $report->getAlignmentClass($index),
                             'whitespace-normal' => $index === 'account_name',
                             'whitespace-nowrap' => $index !== 'account_name',
                         ])
-                    >
-                        @if(is_array($cell) && isset($cell['name']))
-                            {{ $cell['name'] }}
-                        @else
-                            {{ $cell }}
-                        @endif
+                        >
+                            @if(is_array($cell) && isset($cell['name']))
+                                {{ $cell['name'] }}
+                            @else
+                                {{ $cell }}
+                            @endif
+                        </td>
+                    @endforeach
+                </tr>
+            @endforeach
+            <!-- Summary Row -->
+            <tr class="category-summary-row">
+                @foreach($overviewCategory->summary as $index => $summaryCell)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
+                        {{ $summaryCell }}
                     </td>
                 @endforeach
             </tr>
-        @endforeach
-        <!-- Summary Row -->
-        <tr class="category-summary-row">
-            @foreach($overviewCategory->summary as $index => $summaryCell)
-                <td class="{{ $report->getAlignmentClass($index) }}">
-                    {{ $summaryCell }}
-                </td>
-            @endforeach
-        </tr>
 
-        @if($overviewCategory->header['account_name'] === 'Starting Balance')
-            @foreach($report->getOverviewAlignedWithColumns() as $summaryRow)
-                <tr>
-                    @foreach($summaryRow as $index => $summaryCell)
-                        <td @class([
-                                'cell',
+            @if($overviewCategory->header['account_name'] === 'Starting Balance')
+                @foreach($report->getOverviewAlignedWithColumns() as $summaryRow)
+                    <tr>
+                        @foreach($summaryRow as $index => $summaryCell)
+                            <td @class([
                                 $report->getAlignmentClass($index),
                                 'font-bold' => $loop->parent->last,
                                 'underline-thin' => $loop->parent->remaining === 1 && $index === 'net_movement',
                                 'underline-bold' => $loop->parent->last && $index === 'net_movement',
                             ])
-                        >
-                            {{ $summaryCell }}
-                        </td>
-                    @endforeach
-                </tr>
-            @endforeach
-        @endif
-        </tbody>
-    @endforeach
-</table>
-</body>
-</html>
+                            >
+                                {{ $summaryCell }}
+                            </td>
+                        @endforeach
+                    </tr>
+                @endforeach
+            @endif
+            </tbody>
+        @endforeach
+    </table>
+@endsection

resources/views/components/company/reports/income-statement-summary-pdf.blade.php

@@ -0,0 +1,61 @@
+@extends('components.company.reports.layout')
+
+@section('content')
+    <div class="header">
+        <div class="title">{{ $report->getTitle() }}</div>
+        <div class="company-name">{{ $company->name }}</div>
+        @if($startDate && $endDate)
+            <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
+        @else
+            <div class="date-range">As of {{ $endDate }}</div>
+        @endif
+    </div>
+    <table class="table-class">
+        <colgroup>
+            <col span="1" style="width: 65%;">
+            <col span="1" style="width: 35%;">
+        </colgroup>
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getSummaryHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $header }}
+                </th>
+            @endforeach
+        </tr>
+        </thead>
+        @foreach($report->getSummaryCategories() as $category)
+            <tbody>
+            <tr>
+                @foreach($category->summary as $index => $cell)
+                    <td @class([
+                        $report->getAlignmentClass($index),
+                    ])
+                    >
+                        {{ $cell }}
+                    </td>
+                @endforeach
+            </tr>
+
+            @if($category->summary['account_name'] === 'Cost of Goods Sold')
+                <tr class="category-header-row">
+                    @foreach($report->getGrossProfit() as $grossProfitIndex => $grossProfitCell)
+                        <td class="{{ $report->getAlignmentClass($grossProfitIndex) }}">
+                            {{ $grossProfitCell }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endif
+            </tbody>
+        @endforeach
+        <tfoot>
+        <tr class="category-header-row">
+            @foreach ($report->getOverallTotals() as $index => $total)
+                <td class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $total }}
+                </td>
+            @endforeach
+        </tr>
+        </tfoot>
+    </table>
+@endsection

resources/views/components/company/reports/layout.blade.php

@@ -0,0 +1,114 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1">
+    <title>{{ $report->getTitle() }}</title>
+    <style>
+        .font-bold {
+            font-weight: bold;
+        }
+
+        .category-header-row > td,
+        .type-header-row > td {
+            background-color: #f3f4f6;
+            font-weight: bold;
+        }
+
+        .category-summary-row > td,
+        .table-footer-row > td,
+        .type-summary-row > td {
+            background-color: #ffffff;
+            font-weight: bold;
+        }
+
+        .company-name {
+            font-size: 1.125rem;
+            font-weight: bold;
+        }
+
+        .date-range {
+            font-size: 0.875rem;
+        }
+
+        .header {
+            color: #374151;
+            margin-bottom: 1rem;
+        }
+
+        .header div + div {
+            margin-top: 0.5rem;
+        }
+
+        .spacer-row > td {
+            height: 0.75rem;
+        }
+
+        .table-body tr {
+            background-color: #ffffff;
+        }
+
+        .table-class {
+            border-collapse: collapse;
+            table-layout: fixed;
+            width: 100%;
+        }
+
+        .table-class .type-row-indent {
+            padding-left: 1.5rem;
+        }
+
+        .table-class td,
+        .table-class th {
+            border-bottom: 1px solid #d1d5db;
+            color: #374151;
+            font-size: 0.75rem;
+            line-height: 1rem;
+            padding: 0.75rem;
+        }
+
+        .table-head {
+            display: table-row-group;
+        }
+
+        .text-center {
+            text-align: center;
+        }
+
+        .text-left {
+            text-align: left;
+        }
+
+        .text-right {
+            text-align: right;
+        }
+
+        .title {
+            font-size: 1.5rem;
+        }
+
+        .table-class .underline-bold {
+            border-bottom: 2px solid #374151;
+        }
+
+        .table-class .underline-thin {
+            border-bottom: 1px solid #374151;
+        }
+
+        .whitespace-normal {
+            white-space: normal;
+        }
+
+        .whitespace-nowrap {
+            white-space: nowrap;
+        }
+
+        table tfoot {
+            display: table-row-group;
+        }
+    </style>
+</head>
+<body>
+@yield('content')
+</body>
+</html>

resources/views/components/company/reports/report-pdf.blade.php

@@ -1,184 +1,42 @@
-<!DOCTYPE html>
-<html lang="en">
-<head>
-    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
-    <meta name="viewport" content="width=device-width, initial-scale=1">
-    <title>{{ $report->getTitle() }}</title>
-    <style>
-        .font-bold {
-            font-weight: bold;
-        }
-
-        .category-header-row > td,
-        .type-header-row > td {
-            background-color: #f3f4f6;
-            font-weight: bold;
-        }
-
-        .category-summary-row > td,
-        .table-footer-row > td,
-        .type-summary-row > td {
-            background-color: #ffffff;
-            font-weight: bold;
-        }
-
-        .company-name {
-            font-size: 1.125rem;
-            font-weight: bold;
-        }
-
-        .date-range {
-            font-size: 0.875rem;
-        }
-
-        .header {
-            color: #374151;
-            margin-bottom: 1rem;
-        }
-
-        .header div + div {
-            margin-top: 0.5rem;
-        }
-
-        .spacer-row > td {
-            height: 0.75rem;
-        }
-
-        .table-body tr {
-            background-color: #ffffff;
-        }
-
-        .table-class {
-            border-collapse: collapse;
-            width: 100%;
-        }
-
-        .table-class .type-row-indent {
-            padding-left: 1.5rem;
-        }
-
-        .table-class td,
-        .table-class th {
-            border-bottom: 1px solid #d1d5db;
-            color: #374151;
-            font-size: 0.75rem;
-            line-height: 1rem;
-            padding: 0.75rem;
-        }
-
-        .table-head {
-            display: table-row-group;
-        }
-
-        .text-center {
-            text-align: center;
-        }
-
-        .text-left {
-            text-align: left;
-        }
-
-        .text-right {
-            text-align: right;
-        }
-
-        .title {
-            font-size: 1.5rem;
-        }
-
-        .table-class .underline-bold {
-            border-bottom: 2px solid #374151;
-        }
-
-        .table-class .underline-thin {
-            border-bottom: 1px solid #374151;
-        }
-
-        .whitespace-normal {
-            white-space: normal;
-        }
-
-        .whitespace-nowrap {
-            white-space: nowrap;
-        }
-
-        table tfoot {
-            display: table-row-group;
-        }
-    </style>
-</head>
-<body>
-<div class="header">
-    <div class="title">{{ $report->getTitle() }}</div>
-    <div class="company-name">{{ $company->name }}</div>
-    @if($startDate && $endDate)
-        <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
-    @else
-        <div class="date-range">As of {{ $endDate }}</div>
-    @endif
-</div>
-<table class="table-class">
-    <thead class="table-head">
-    <tr>
-        @foreach($report->getHeaders() as $index => $header)
-            <th class="{{ $report->getAlignmentClass($index) }}">
-                {{ $header }}
-            </th>
-        @endforeach
-    </tr>
-    </thead>
-    @foreach($report->getCategories() as $category)
-        <tbody>
-        <tr class="category-header-row">
-            @foreach($category->header as $index => $header)
-                <td class="{{ $report->getAlignmentClass($index) }}">
+@extends('components.company.reports.layout')
+
+@section('content')
+    <div class="header">
+        <div class="title">{{ $report->getTitle() }}</div>
+        <div class="company-name">{{ $company->name }}</div>
+        @if($startDate && $endDate)
+            <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
+        @else
+            <div class="date-range">As of {{ $endDate }}</div>
+        @endif
+    </div>
+    <table class="table-class">
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
                     {{ $header }}
-                </td>
+                </th>
             @endforeach
         </tr>
-        @foreach($category->data as $account)
-            <tr>
-                @foreach($account as $index => $cell)
-                    <td @class([
-                            $report->getAlignmentClass($index),
-                            'whitespace-normal' => $index === 'account_name',
-                            'whitespace-nowrap' => $index !== 'account_name',
-                        ])
-                    >
-                        @if(is_array($cell) && isset($cell['name']))
-                            {{ $cell['name'] }}
-                        @else
-                            {{ $cell }}
-                        @endif
-                    </td>
-                @endforeach
-            </tr>
-        @endforeach
-
-        <!-- Category Types -->
-        @foreach($category->types ?? [] as $type)
-            <!-- Type Header -->
-            <tr class="type-header-row">
-                @foreach($type->header as $index => $header)
-                    <td @class([
-                            $report->getAlignmentClass($index),
-                            'type-row-indent' => $index === 'account_name',
-                        ])
-                    >
+        </thead>
+        @foreach($report->getCategories() as $category)
+            <tbody>
+            <tr class="category-header-row">
+                @foreach($category->header as $index => $header)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
                         {{ $header }}
                     </td>
                 @endforeach
             </tr>
-
-            <!-- Type Data -->
-            @foreach($type->data as $typeRow)
-                <tr class="type-data-row">
-                    @foreach($typeRow as $index => $cell)
+            @foreach($category->data as $account)
+                <tr>
+                    @foreach($account as $index => $cell)
                         <td @class([
-                                $report->getAlignmentClass($index),
-                                'whitespace-normal type-row-indent' => $index === 'account_name',
-                                'whitespace-nowrap' => $index !== 'account_name',
-                            ])
+                            $report->getAlignmentClass($index),
+                            'whitespace-normal' => $index === 'account_name',
+                            'whitespace-nowrap' => $index !== 'account_name',
+                        ])
                         >
                             @if(is_array($cell) && isset($cell['name']))
                                 {{ $cell['name'] }}
@@ -190,44 +48,78 @@
                 </tr>
             @endforeach
 
-            <!-- Type Summary -->
-            <tr class="type-summary-row">
-                @foreach($type->summary as $index => $cell)
-                    <td @class([
+            <!-- Category Types -->
+            @foreach($category->types ?? [] as $type)
+                <!-- Type Header -->
+                <tr class="type-header-row">
+                    @foreach($type->header as $index => $header)
+                        <td @class([
                             $report->getAlignmentClass($index),
                             'type-row-indent' => $index === 'account_name',
                         ])
-                    >
+                        >
+                            {{ $header }}
+                        </td>
+                    @endforeach
+                </tr>
+
+                <!-- Type Data -->
+                @foreach($type->data as $typeRow)
+                    <tr class="type-data-row">
+                        @foreach($typeRow as $index => $cell)
+                            <td @class([
+                                $report->getAlignmentClass($index),
+                                'whitespace-normal type-row-indent' => $index === 'account_name',
+                                'whitespace-nowrap' => $index !== 'account_name',
+                            ])
+                            >
+                                @if(is_array($cell) && isset($cell['name']))
+                                    {{ $cell['name'] }}
+                                @else
+                                    {{ $cell }}
+                                @endif
+                            </td>
+                        @endforeach
+                    </tr>
+                @endforeach
+
+                <!-- Type Summary -->
+                <tr class="type-summary-row">
+                    @foreach($type->summary as $index => $cell)
+                        <td @class([
+                            $report->getAlignmentClass($index),
+                            'type-row-indent' => $index === 'account_name',
+                        ])
+                        >
+                            {{ $cell }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endforeach
+
+            <tr class="category-summary-row">
+                @foreach($category->summary as $index => $cell)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
                         {{ $cell }}
                     </td>
                 @endforeach
             </tr>
-        @endforeach
 
-        <tr class="category-summary-row">
-            @foreach($category->summary as $index => $cell)
+            @unless($loop->last && empty($report->getOverallTotals()))
+                <tr class="spacer-row">
+                    <td colspan="{{ count($report->getHeaders()) }}"></td>
+                </tr>
+            @endunless
+            </tbody>
+        @endforeach
+        <tfoot>
+        <tr class="table-footer-row">
+            @foreach ($report->getOverallTotals() as $index => $total)
                 <td class="{{ $report->getAlignmentClass($index) }}">
-                    {{ $cell }}
+                    {{ $total }}
                 </td>
             @endforeach
         </tr>
-
-        @unless($loop->last && empty($report->getOverallTotals()))
-            <tr class="spacer-row">
-                <td colspan="{{ count($report->getHeaders()) }}"></td>
-            </tr>
-        @endunless
-        </tbody>
-    @endforeach
-    <tfoot>
-    <tr class="table-footer-row">
-        @foreach ($report->getOverallTotals() as $index => $total)
-            <td class="{{ $report->getAlignmentClass($index) }}">
-                {{ $total }}
-            </td>
-        @endforeach
-    </tr>
-    </tfoot>
-</table>
-</body>
-</html>
+        </tfoot>
+    </table>
+@endsection

resources/views/components/company/reports/summary-report-pdf.blade.php

@@ -0,0 +1,136 @@
+@extends('components.company.reports.layout')
+
+@section('content')
+    <div class="header">
+        <div class="title">{{ $report->getTitle() }}</div>
+        <div class="company-name">{{ $company->name }}</div>
+        @if($startDate && $endDate)
+            <div class="date-range">Date Range: {{ $startDate }} to {{ $endDate }}</div>
+        @else
+            <div class="date-range">As of {{ $endDate }}</div>
+        @endif
+    </div>
+    <table class="table-class">
+        <colgroup>
+            <col span="1" style="width: 65%;">
+            <col span="1" style="width: 35%;">
+        </colgroup>
+        <thead class="table-head">
+        <tr>
+            @foreach($report->getSummaryHeaders() as $index => $header)
+                <th class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $header }}
+                </th>
+            @endforeach
+        </tr>
+        </thead>
+        @foreach($report->getSummaryCategories() as $category)
+            <tbody>
+            <tr class="category-header-row">
+                @foreach($category->header as $index => $header)
+                    <td class="{{ $report->getAlignmentClass($index) }}">
+                        {{ $header }}
+                    </td>
+                @endforeach
+            </tr>
+
+            <!-- Category Types -->
+            @foreach($category->types ?? [] as $type)
+                <!-- Type Summary -->
+                <tr>
+                    @foreach($type->summary as $index => $cell)
+                        <td @class([
+                            $report->getAlignmentClass($index),
+                        ])
+                        >
+                            {{ $cell }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endforeach
+
+            <tr class="category-summary-row">
+                @foreach($category->summary as $index => $cell)
+                    <td @class([
+                        $report->getAlignmentClass($index),
+                        'underline-bold' => $loop->last && $report->getTitle() === 'Cash Flow Statement',
+                    ])
+                    >
+                        {{ $cell }}
+                    </td>
+                @endforeach
+            </tr>
+
+            @if($category->summary['account_name'] === 'Cost of Goods Sold')
+                <tr class="category-header-row">
+                    @foreach($report->getGrossProfit() as $grossProfitIndex => $grossProfitCell)
+                        <td class="{{ $report->getAlignmentClass($grossProfitIndex) }}">
+                            {{ $grossProfitCell }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endif
+            </tbody>
+        @endforeach
+        <tfoot>
+        <tr class="table-footer-row">
+            @foreach ($report->getOverallTotals() as $index => $total)
+                <td class="{{ $report->getAlignmentClass($index) }}">
+                    {{ $total }}
+                </td>
+            @endforeach
+        </tr>
+        </tfoot>
+    </table>
+
+    <!-- Second Overview Table -->
+    @if(method_exists($report, 'getSummaryOverviewHeaders') && filled($report->getSummaryOverviewHeaders()))
+        <table class="table-class" style="margin-top: 40px;">
+            <colgroup>
+                <col span="1" style="width: 65%;">
+                <col span="1" style="width: 35%;">
+            </colgroup>
+            <thead class="table-head">
+            <tr>
+                @foreach($report->getOverviewHeaders() as $index => $header)
+                    <th class="{{ $report->getAlignmentClass($index) }}">
+                        {{ $header }}
+                    </th>
+                @endforeach
+            </tr>
+            </thead>
+            <!-- Overview Content -->
+            @foreach($report->getSummaryOverview() as $overviewCategory)
+                <tbody>
+                <!-- Summary Row -->
+                <tr class="category-header-row">
+                    @foreach($overviewCategory->summary as $index => $summaryCell)
+                        <td class="{{ $report->getAlignmentClass($index) }}">
+                            {{ $summaryCell }}
+                        </td>
+                    @endforeach
+                </tr>
+
+                @if($overviewCategory->summary['account_name'] === 'Starting Balance')
+                    @foreach($report->getSummaryOverviewAlignedWithColumns() as $summaryRow)
+                        <tr>
+                            @foreach($summaryRow as $index => $summaryCell)
+                                <td @class([
+                                'cell',
+                                $report->getAlignmentClass($index),
+                                'font-bold' => $loop->parent->last,
+                                'underline-thin' => $loop->parent->remaining === 1 && $index === 'net_movement',
+                                'underline-bold' => $loop->parent->last && $index === 'net_movement',
+                            ])
+                                >
+                                    {{ $summaryCell }}
+                                </td>
+                            @endforeach
+                        </tr>
+                    @endforeach
+                @endif
+                </tbody>
+            @endforeach
+        </table>
+    @endif
+@endsection

resources/views/components/company/tables/reports/income-statement-summary.blade.php

@@ -15,7 +15,7 @@
             @endforeach
         </tr>
 
-        @if($accountCategory->header['account_name'] === 'Cost of Goods Sold')
+        @if($accountCategory->summary['account_name'] === 'Cost of Goods Sold')
             <tr class="bg-gray-50 dark:bg-white/5">
                 @foreach($report->getGrossProfit() as $grossProfitIndex => $grossProfitCell)
                     <x-company.tables.cell :alignment-class="$report->getAlignmentClass($grossProfitIndex)" bold="true">

resources/views/components/report-tabs.blade.php

@@ -1,10 +1,10 @@
 @props([
     'activeTab' => 'summary',
-    'tabLabels' => ['summary' => 'Summary', 'details' => 'Details'],
+    'tabs' => ['summary' => 'Summary', 'details' => 'Details'],
 ])
 
 <x-filament::tabs>
-    @foreach ($tabLabels as $tabKey => $label)
+    @foreach ($tabs as $tabKey => $label)
         <x-filament::tabs.item
             :active="$activeTab === $tabKey"
             wire:click="$set('activeTab', '{{ $tabKey }}')"

resources/views/filament/company/pages/reports/balance-sheet.blade.php

@@ -28,7 +28,7 @@
         target-label="Net Assets"
     />
 
-    <x-report-tabs :activeTab="$activeTab"/>
+    <x-report-tabs :active-tab="$activeTab" :tabs="$this->getTabs()"/>
 
     <x-company.tables.container :report-loaded="$this->reportLoaded">
         @if($this->report)

resources/views/filament/company/pages/reports/cash-flow-statement.blade.php

@@ -26,7 +26,7 @@
         target-label="Net Cash Flow"
     />
 
-    <x-report-tabs :activeTab="$activeTab"/>
+    <x-report-tabs :active-tab="$activeTab" :tabs="$this->getTabs()"/>
 
     <x-company.tables.container :report-loaded="$this->reportLoaded">
         @if($this->report)

resources/views/filament/company/pages/reports/income-statement.blade.php

@@ -26,7 +26,7 @@
         target-label="Net Earnings"
     />
 
-    <x-report-tabs :activeTab="$activeTab"/>
+    <x-report-tabs :active-tab="$activeTab" :tabs="$this->getTabs()"/>
 
     <x-company.tables.container :report-loaded="$this->reportLoaded">
         @if($this->report)