wip add aging reports

README.md

@@ -15,7 +15,7 @@
 
 
 
-This repo is currently a work in progress — PRs and issues welcome!
+A Laravel and Filament-powered accounting platform, crafting a modern and automated solution for financial management.
 
 # Getting started
 
@@ -203,7 +203,8 @@ public static function getAllLanguages(): array
 
 ## Plaid Integration
 
-To integrate [Plaid](https://plaid.com/) with your application for enhanced financial data connectivity, you must first create an account with Plaid and obtain your credentials. Set your credentials in the `.env` file as follows:
+To integrate [Plaid](https://plaid.com/) with your application for enhanced financial data connectivity, you must first
+create an account with Plaid and obtain your credentials. Set your credentials in the `.env` file as follows:
 
 ```env
 PLAID_CLIENT_ID=your-client-id
@@ -212,9 +213,12 @@ PLAID_ENVIRONMENT=sandbox # Can be sandbox, development, or production
 PLAID_WEBHOOK_URL=https://my-static-domain.ngrok-free.app/api/plaid/webhook # Must have /api/plaid/webhook appended
 ```
 
-The `PLAID_WEBHOOK_URL` is essential as it enables your application to receive real-time updates on transactions from connected bank accounts. This webhook URL must contain a static domain, which can be obtained from services like ngrok that offer a free static domain upon signup. Alternatively, you may use any other service that provides a static domain.
+The `PLAID_WEBHOOK_URL` is essential as it enables your application to receive real-time updates on transactions from
+connected bank accounts. This webhook URL must contain a static domain, which can be obtained from services like ngrok
+that offer a free static domain upon signup. Alternatively, you may use any other service that provides a static domain.
 
-After integrating Plaid, you can connect your account on the "Connected Accounts" page and link your financial institution. Before importing transactions, ensure to run the following command to process the queued transactions:
+After integrating Plaid, you can connect your account on the "Connected Accounts" page and link your financial
+institution. Before importing transactions, ensure to run the following command to process the queued transactions:
 
 ```bash
 php artisan queue:work --queue=transactions
@@ -243,7 +247,6 @@ The testing process automatically handles refreshing and seeding the test databa
 migration is required. For more information on how to write and run tests using
 Pest, refer to the official documentation: [Pest Documentation](https://pestphp.com/docs).
 
-
 ## Dependencies
 
 - [filamentphp/filament](https://github.com/filamentphp/filament) - A collection of beautiful full-stack components
@@ -254,7 +257,8 @@ Pest, refer to the official documentation: [Pest Documentation](https://pestphp.
 - [akaunting/laravel-money](https://github.com/akaunting/laravel-money) - Currency formatting and conversion package for
   Laravel
 - [squirephp/squire](https://github.com/squirephp/squire) - A library of static Eloquent models for common fixture data
-- [awcodes/filament-table-repeater](https://github.com/awcodes/filament-table-repeater) - A modified version of the Filament Forms Repeater to display it as a table. 
+- [awcodes/filament-table-repeater](https://github.com/awcodes/filament-table-repeater) - A modified version of the
+  Filament Forms Repeater to display it as a table.
 
 ***Note*** : It is recommended to read the documentation for all dependencies to get yourself familiar with how the
 application works.

app/Contracts/MoneyFormattableDTO.php

@@ -0,0 +1,8 @@
+<?php
+
+namespace App\Contracts;
+
+interface MoneyFormattableDTO
+{
+    public static function fromArray(array $balances): static;
+}

app/DTO/AccountBalanceDTO.php

@@ -2,7 +2,9 @@
 
 namespace App\DTO;
 
-class AccountBalanceDTO
+use App\Contracts\MoneyFormattableDTO;
+
+class AccountBalanceDTO implements MoneyFormattableDTO
 {
     public function __construct(
         public ?string $startingBalance,
@@ -11,4 +13,15 @@ class AccountBalanceDTO
         public ?string $netMovement,
         public ?string $endingBalance,
     ) {}
+
+    public static function fromArray(array $balances): static
+    {
+        return new static(
+            startingBalance: $balances['starting_balance'] ?? null,
+            debitBalance: $balances['debit_balance'] ?? null,
+            creditBalance: $balances['credit_balance'] ?? null,
+            netMovement: $balances['net_movement'] ?? null,
+            endingBalance: $balances['ending_balance'] ?? null,
+        );
+    }
 }

app/DTO/AgingBucketDTO.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace App\DTO;
+
+use App\Contracts\MoneyFormattableDTO;
+
+readonly class AgingBucketDTO implements MoneyFormattableDTO
+{
+    /**
+     * @param  array<string, string>  $periods
+     */
+    public function __construct(
+        public string $current,
+        public array $periods,
+        public string $overPeriods,
+        public string $total,
+    ) {}
+
+    public static function fromArray(array $balances): static
+    {
+        $periods = [];
+
+        // Extract all period balances
+        foreach ($balances as $key => $value) {
+            if (str_starts_with($key, 'period_')) {
+                $periods[$key] = $value;
+                unset($balances[$key]);
+            }
+        }
+
+        return new static(
+            current: $balances['current'],
+            periods: $periods,
+            overPeriods: $balances['over_periods'],
+            total: $balances['total'],
+        );
+    }
+}

app/DTO/ClientReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class ClientReportDTO
+{
+    public function __construct(
+        public string $clientName,
+        public string $clientId,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/DTO/EntityReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class EntityReportDTO
+{
+    public function __construct(
+        public string $name,
+        public string $id,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/DTO/ReportDTO.php

@@ -12,6 +12,7 @@ class ReportDTO
          */
         public array $categories,
         public ?AccountBalanceDTO $overallTotal = null,
+        public ?AgingBucketDTO $agingSummary = null,
         public array $fields = [],
         public ?string $reportType = null,
         public ?CashFlowOverviewDTO $overview = null,

app/DTO/VendorReportDTO.php

@@ -0,0 +1,12 @@
+<?php
+
+namespace App\DTO;
+
+readonly class VendorReportDTO
+{
+    public function __construct(
+        public string $vendorName,
+        public string $vendorId,
+        public AgingBucketDTO $aging,
+    ) {}
+}

app/Enums/Accounting/DocumentEntityType.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Enums\Accounting;
+
+use Filament\Support\Contracts\HasLabel;
+
+enum DocumentEntityType: string implements HasLabel
+{
+    case Client = 'client';
+    case Vendor = 'vendor';
+
+    public function getLabel(): ?string
+    {
+        return $this->name;
+    }
+
+    public function getReportTitle(): string
+    {
+        return match ($this) {
+            self::Client => 'Accounts Receivable Aging',
+            self::Vendor => 'Accounts Payable Aging',
+        };
+    }
+}

app/Filament/Company/Pages/Reports.php

@@ -3,6 +3,8 @@
 namespace App\Filament\Company\Pages;
 
 use App\Filament\Company\Pages\Reports\AccountBalances;
+use App\Filament\Company\Pages\Reports\AccountsPayableAging;
+use App\Filament\Company\Pages\Reports\AccountsReceivableAging;
 use App\Filament\Company\Pages\Reports\AccountTransactions;
 use App\Filament\Company\Pages\Reports\BalanceSheet;
 use App\Filament\Company\Pages\Reports\CashFlowStatement;
@@ -55,14 +57,14 @@ class Reports extends Page
                             ->heading('Income Statement')
                             ->description('Shows revenue, expenses, and net earnings over a period, indicating overall financial performance.')
                             ->icon('heroicon-o-chart-bar')
-                            ->iconColor(Color::Indigo)
+                            ->iconColor(Color::Purple)
                             ->url(IncomeStatement::getUrl()),
                         ReportEntry::make('balance_sheet')
                             ->hiddenLabel()
                             ->heading('Balance Sheet')
                             ->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)
+                            ->iconColor(Color::Teal)
                             ->url(BalanceSheet::getUrl()),
                         ReportEntry::make('cash_flow_statement')
                             ->hiddenLabel()
@@ -72,6 +74,46 @@ class Reports extends Page
                             ->iconColor(Color::Cyan)
                             ->url(CashFlowStatement::getUrl()),
                     ]),
+                Section::make('Customer Reports')
+                    ->aside()
+                    ->description('Reports that provide detailed information on your company’s customer transactions and balances.')
+                    ->extraAttributes(['class' => 'es-report-card'])
+                    ->schema([
+                        ReportEntry::make('ar_aging')
+                            ->hiddenLabel()
+                            ->heading('Accounts Receivable Aging')
+                            ->description('Lists outstanding receivables by customer, showing how long invoices have been unpaid.')
+                            ->icon('heroicon-o-calendar-date-range')
+                            ->iconColor(Color::Indigo)
+                            ->url(AccountsReceivableAging::getUrl()),
+                        ReportEntry::make('income_by_customer')
+                            ->hiddenLabel()
+                            ->heading('Income by Customer')
+                            ->description('Shows revenue generated by each customer, helping identify top customers and opportunities for growth.')
+                            ->icon('heroicon-o-arrow-trending-up')
+                            ->iconColor(Color::Emerald)
+                            ->url('https://example.com'),
+                    ]),
+                Section::make('Vendor Reports')
+                    ->aside()
+                    ->description('Reports that provide detailed information on your company’s vendor transactions and balances.')
+                    ->extraAttributes(['class' => 'es-report-card'])
+                    ->schema([
+                        ReportEntry::make('ap_aging')
+                            ->hiddenLabel()
+                            ->heading('Accounts Payable Aging')
+                            ->description('Lists outstanding payables by vendor, showing how long invoices have been unpaid.')
+                            ->icon('heroicon-o-clock')
+                            ->iconColor(Color::Rose)
+                            ->url(AccountsPayableAging::getUrl()),
+                        ReportEntry::make('expenses_by_vendor')
+                            ->hiddenLabel()
+                            ->heading('Expenses by Vendor')
+                            ->description('Shows expenses incurred with each vendor, helping identify top vendors and opportunities for cost savings.')
+                            ->icon('heroicon-o-arrow-trending-down')
+                            ->iconColor(Color::Orange)
+                            ->url('https://example.com'),
+                    ]),
                 Section::make('Detailed Reports')
                     ->aside()
                     ->description('Detailed reports that provide a comprehensive view of your company’s financial transactions and account balances.')
@@ -81,8 +123,8 @@ class Reports extends Page
                             ->hiddenLabel()
                             ->heading('Account Balances')
                             ->description('Lists all accounts and their balances, including starting, debit, credit, net movement, and ending balances.')
-                            ->icon('heroicon-o-currency-dollar')
-                            ->iconColor(Color::Teal)
+                            ->icon('heroicon-o-calculator')
+                            ->iconColor(Color::Slate)
                             ->url(AccountBalances::getUrl()),
                         ReportEntry::make('trial_balance')
                             ->hiddenLabel()
@@ -95,8 +137,8 @@ class Reports extends Page
                             ->hiddenLabel()
                             ->heading('Account Transactions')
                             ->description('A record of all transactions, essential for monitoring and reconciling financial activity in the ledger.')
-                            ->icon('heroicon-o-adjustments-horizontal')
-                            ->iconColor(Color::Amber)
+                            ->icon('heroicon-o-list-bullet')
+                            ->iconColor(Color::Yellow)
                             ->url(AccountTransactions::getUrl()),
                     ]),
             ]);

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

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\Filament\Company\Pages\Reports;
+
+use App\Enums\Accounting\DocumentEntityType;
+
+class AccountsPayableAging extends BaseAgingReportPage
+{
+    protected function getEntityType(): DocumentEntityType
+    {
+        return DocumentEntityType::Vendor;
+    }
+}

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

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\Filament\Company\Pages\Reports;
+
+use App\Enums\Accounting\DocumentEntityType;
+
+class AccountsReceivableAging extends BaseAgingReportPage
+{
+    protected function getEntityType(): DocumentEntityType
+    {
+        return DocumentEntityType::Client;
+    }
+}

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

@@ -0,0 +1,138 @@
+<?php
+
+namespace App\Filament\Company\Pages\Reports;
+
+use App\Contracts\ExportableReport;
+use App\DTO\ReportDTO;
+use App\Enums\Accounting\DocumentEntityType;
+use App\Filament\Forms\Components\DateRangeSelect;
+use App\Services\ExportService;
+use App\Services\ReportService;
+use App\Support\Column;
+use App\Transformers\AgingReportTransformer;
+use Filament\Forms\Components\TextInput;
+use Filament\Forms\Form;
+use Filament\Support\Enums\Alignment;
+use Filament\Support\RawJs;
+use Symfony\Component\HttpFoundation\StreamedResponse;
+
+abstract class BaseAgingReportPage extends BaseReportPage
+{
+    protected static string $view = 'filament.company.pages.reports.trial-balance';
+
+    protected ReportService $reportService;
+
+    protected ExportService $exportService;
+
+    abstract protected function getEntityType(): DocumentEntityType;
+
+    public function boot(ReportService $reportService, ExportService $exportService): void
+    {
+        $this->reportService = $reportService;
+        $this->exportService = $exportService;
+    }
+
+    protected function initializeDefaultFilters(): void
+    {
+        if (empty($this->getFilterState('days_per_period'))) {
+            $this->setFilterState('days_per_period', 30);
+        }
+
+        if (empty($this->getFilterState('number_of_periods'))) {
+            $this->setFilterState('number_of_periods', 4);
+        }
+    }
+
+    public function getTable(): array
+    {
+        $daysPerPeriod = $this->getFilterState('days_per_period');
+        $numberOfPeriods = $this->getFilterState('number_of_periods');
+
+        $columns = [
+            Column::make('entity_name')
+                ->label($this->getEntityType()->getLabel())
+                ->alignment(Alignment::Left),
+            Column::make('current')
+                ->label('Current')
+                ->alignment(Alignment::Right),
+        ];
+
+        for ($i = 1; $i < $numberOfPeriods; $i++) {
+            $start = ($i - 1) * $daysPerPeriod + 1;
+            $end = $i * $daysPerPeriod;
+
+            $columns[] = Column::make("period_{$i}")
+                ->label("{$start} to {$end}")
+                ->alignment(Alignment::Right);
+        }
+
+        $columns[] = Column::make('over_periods')
+            ->label('Over ' . (($numberOfPeriods - 1) * $daysPerPeriod))
+            ->alignment(Alignment::Right);
+
+        $columns[] = Column::make('total')
+            ->label('Total')
+            ->alignment(Alignment::Right);
+
+        return $columns;
+    }
+
+    public function filtersForm(Form $form): Form
+    {
+        return $form
+            ->columns(4)
+            ->schema([
+                DateRangeSelect::make('dateRange')
+                    ->label('As of')
+                    ->selectablePlaceholder(false)
+                    ->endDateField('asOfDate'),
+                $this->getAsOfDateFormComponent(),
+                TextInput::make('days_per_period')
+                    ->label('Days per period')
+                    ->integer()
+                    ->mask(RawJs::make(<<<'JS'
+                        $input > 365 ? '365' : '999'
+                    JS)),
+                TextInput::make('number_of_periods')
+                    ->label('Number of periods')
+                    ->integer()
+                    ->mask(RawJs::make(<<<'JS'
+                        $input > 10 ? '10' : '99'
+                    JS)),
+            ]);
+    }
+
+    protected function buildReport(array $columns): ReportDTO
+    {
+        return $this->reportService->buildAgingReport(
+            $this->getFormattedAsOfDate(),
+            $this->getEntityType(),
+            $columns,
+            $this->getFilterState('days_per_period'),
+            $this->getFilterState('number_of_periods')
+        );
+    }
+
+    protected function getTransformer(ReportDTO $reportDTO): ExportableReport
+    {
+        return new AgingReportTransformer($reportDTO, $this->getEntityType());
+    }
+
+    public function exportCSV(): StreamedResponse
+    {
+        return $this->exportService->exportToCsv(
+            $this->company,
+            $this->report,
+            endDate: $this->getFilterState('asOfDate')
+        );
+    }
+
+    public function exportPDF(): StreamedResponse
+    {
+        return $this->exportService->exportToPdf(
+            $this->company,
+            $this->report,
+            endDate: $this->getFilterState('asOfDate')
+        );
+    }
+}

app/Services/AccountService.php

@@ -370,4 +370,38 @@ class AccountService
 
         return $earliestDate ?? today()->toDateTimeString();
     }
+
+    public function getUnpaidClientInvoices(?string $asOfDate = null): Builder
+    {
+        $asOfDate = $asOfDate ?? now()->toDateString();
+
+        return Invoice::query()
+            ->select([
+                'invoices.id',
+                'invoices.client_id',
+                'invoices.due_date',
+                'invoices.amount_due',
+                DB::raw('DATEDIFF(?, invoices.due_date) as days_overdue'),
+            ])
+            ->addBinding([$asOfDate], 'select')
+            ->unpaid()
+            ->where('amount_due', '>', 0);
+    }
+
+    public function getUnpaidVendorBills(?string $asOfDate = null): Builder
+    {
+        $asOfDate = $asOfDate ?? now()->toDateString();
+
+        return Bill::query()
+            ->select([
+                'bills.id',
+                'bills.vendor_id',
+                'bills.due_date',
+                'bills.amount_due',
+                DB::raw('DATEDIFF(?, bills.due_date) as days_overdue'),
+            ])
+            ->addBinding([$asOfDate], 'select')
+            ->outstanding()
+            ->where('amount_due', '>', 0);
+    }
 }

app/Services/ExportService.php

@@ -221,14 +221,16 @@ class ExportService
      * @throws CannotInsertRecord
      * @throws Exception
      */
-    protected function writeDataRowsToCsv(Writer $csv, array $header, array $data, array $columns): void
+    protected function writeDataRowsToCsv(Writer $csv, ?array $header, array $data, array $columns): void
     {
-        if (isset($header[0]) && is_array($header[0])) {
-            foreach ($header as $headerRow) {
-                $csv->insertOne($headerRow);
+        if ($header) {
+            if (isset($header[0]) && is_array($header[0])) {
+                foreach ($header as $headerRow) {
+                    $csv->insertOne($headerRow);
+                }
+            } else {
+                $csv->insertOne($header);
             }
-        } else {
-            $csv->insertOne($header);
         }
 
         // Output data rows

app/Services/ReportService.php

@@ -2,15 +2,19 @@
 
 namespace App\Services;
 
+use App\Contracts\MoneyFormattableDTO;
 use App\DTO\AccountBalanceDTO;
 use App\DTO\AccountCategoryDTO;
 use App\DTO\AccountDTO;
 use App\DTO\AccountTransactionDTO;
 use App\DTO\AccountTypeDTO;
+use App\DTO\AgingBucketDTO;
 use App\DTO\CashFlowOverviewDTO;
+use App\DTO\EntityReportDTO;
 use App\DTO\ReportDTO;
 use App\Enums\Accounting\AccountCategory;
 use App\Enums\Accounting\AccountType;
+use App\Enums\Accounting\DocumentEntityType;
 use App\Enums\Accounting\TransactionType;
 use App\Models\Accounting\Account;
 use App\Models\Accounting\Transaction;
@@ -27,21 +31,26 @@ class ReportService
         protected AccountService $accountService,
     ) {}
 
-    public function formatBalances(array $balances): AccountBalanceDTO
+    /**
+     * @param  class-string<MoneyFormattableDTO>|null  $dtoClass
+     */
+    public function formatBalances(array $balances, ?string $dtoClass = null, bool $formatZeros = true): MoneyFormattableDTO | array
     {
-        $defaultCurrency = CurrencyAccessor::getDefaultCurrency();
+        $dtoClass ??= AccountBalanceDTO::class;
+
+        $formattedBalances = array_map(static function ($balance) use ($formatZeros) {
+            if (! $formatZeros && $balance === 0) {
+                return '';
+            }
 
-        foreach ($balances as $key => $balance) {
-            $balances[$key] = money($balance, $defaultCurrency)->format();
+            return CurrencyConverter::formatCentsToMoney($balance);
+        }, $balances);
+
+        if (! $dtoClass) {
+            return $formattedBalances;
         }
 
-        return new AccountBalanceDTO(
-            startingBalance: $balances['starting_balance'] ?? null,
-            debitBalance: $balances['debit_balance'] ?? null,
-            creditBalance: $balances['credit_balance'] ?? null,
-            netMovement: $balances['net_movement'] ?? null,
-            endingBalance: $balances['ending_balance'] ?? null,
-        );
+        return $dtoClass::fromArray($formattedBalances);
     }
 
     public function buildAccountBalanceReport(string $startDate, string $endDate, array $columns = []): ReportDTO
@@ -361,10 +370,10 @@ class ReportService
 
         $formattedReportTotalBalances = $this->formatBalances($reportTotalBalances);
 
-        return new ReportDTO($accountCategories, $formattedReportTotalBalances, $columns, $trialBalanceType);
+        return new ReportDTO(categories: $accountCategories, overallTotal: $formattedReportTotalBalances, fields: $columns, reportType: $trialBalanceType);
     }
 
-    public function getRetainedEarningsBalances(string $startDate, string $endDate): AccountBalanceDTO
+    public function getRetainedEarningsBalances(string $startDate, string $endDate): MoneyFormattableDTO | array
     {
         $retainedEarningsAmount = $this->calculateRetainedEarnings($startDate, $endDate)->getAmount();
 
@@ -507,7 +516,7 @@ class ReportService
         );
     }
 
-    private function calculateTotalCashFlows(array $sections, string $startDate): AccountBalanceDTO
+    private function calculateTotalCashFlows(array $sections, string $startDate): MoneyFormattableDTO | array
     {
         $totalInflow = 0;
         $totalOutflow = 0;
@@ -819,4 +828,75 @@ class ReportService
             endDate: $asOfDateCarbon,
         );
     }
+
+    public function buildAgingReport(
+        string $asOfDate,
+        DocumentEntityType $entityType,
+        array $columns = [],
+        int $daysPerPeriod = 30,
+        int $numberOfPeriods = 4
+    ): ReportDTO {
+        $asOfDateCarbon = Carbon::parse($asOfDate);
+
+        $documents = $entityType === DocumentEntityType::Client
+            ? $this->accountService->getUnpaidClientInvoices($asOfDate)->with(['client:id,name'])->get()->groupBy('client_id')
+            : $this->accountService->getUnpaidVendorBills($asOfDate)->with(['vendor:id,name'])->get()->groupBy('vendor_id');
+
+        $categories = [];
+
+        $agingBuckets = ['current' => 0];
+
+        for ($i = 1; $i <= $numberOfPeriods; $i++) {
+            $agingBuckets["period_{$i}"] = 0;
+        }
+
+        $agingBuckets['over_periods'] = 0;
+        $agingBuckets['total'] = 0;
+
+        $totalAging = $agingBuckets;
+
+        foreach ($documents as $entityId => $entityDocuments) {
+            $aging = $agingBuckets;
+
+            foreach ($entityDocuments as $document) {
+                $daysOverdue = $document->days_overdue ?? 0;
+                $balance = $document->getRawOriginal('amount_due');
+
+                if ($daysOverdue <= 0) {
+                    $aging['current'] += $balance;
+                } else {
+                    $period = ceil($daysOverdue / $daysPerPeriod);
+
+                    if ($period <= $numberOfPeriods) {
+                        $aging["period_{$period}"] += $balance;
+                    } else {
+                        $aging['over_periods'] += $balance;
+                    }
+                }
+            }
+
+            $aging['total'] = array_sum($aging);
+
+            foreach ($aging as $bucket => $amount) {
+                $totalAging[$bucket] += $amount;
+            }
+
+            $entity = $entityDocuments->first()->{$entityType->value};
+
+            $categories[] = new EntityReportDTO(
+                name: $entity->name,
+                id: $entityId,
+                aging: $this->formatBalances($aging, AgingBucketDTO::class, false),
+            );
+        }
+
+        $totalAging['total'] = array_sum($totalAging);
+
+        return new ReportDTO(
+            categories: ['Entities' => $categories],
+            agingSummary: $this->formatBalances($totalAging, AgingBucketDTO::class),
+            fields: $columns,
+            endDate: $asOfDateCarbon,
+        );
+    }
 }

app/Transformers/AccountsPayableAgingTransformer.php

@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Transformers;
+
+use App\DTO\ReportCategoryDTO;
+use App\DTO\VendorReportDTO;
+
+class AccountsPayableAgingTransformer extends BaseReportTransformer
+{
+    public function getTitle(): string
+    {
+        return 'Accounts Payable Aging';
+    }
+
+    /**
+     * @return ReportCategoryDTO[]
+     */
+    public function getCategories(): array
+    {
+        $categories = [];
+
+        foreach ($this->report->categories as $accountCategory) {
+            $data = array_map(function (VendorReportDTO $vendor) {
+                $row = [];
+
+                foreach ($this->getColumns() as $column) {
+                    $columnName = $column->getName();
+
+                    $row[$columnName] = match (true) {
+                        $columnName === 'vendor_name' => [
+                            'name' => $vendor->vendorName,
+                            'id' => $vendor->vendorId,
+                        ],
+                        $columnName === 'current' => $vendor->aging->current,
+                        str_starts_with($columnName, 'period_') => $vendor->aging->periods[$columnName] ?? null,
+                        $columnName === 'over_periods' => $vendor->aging->overPeriods,
+                        $columnName === 'total' => $vendor->aging->total,
+                        default => '',
+                    };
+                }
+
+                return $row;
+            }, $accountCategory);
+
+            $categories[] = new ReportCategoryDTO(
+                header: null,
+                data: $data,
+                summary: null,
+            );
+        }
+
+        return $categories;
+    }
+
+    public function getOverallTotals(): array
+    {
+        $totals = [];
+
+        foreach ($this->getColumns() as $column) {
+            $columnName = $column->getName();
+
+            $totals[$columnName] = match (true) {
+                $columnName === 'vendor_name' => 'Total',
+                $columnName === 'current' => $this->report->agingSummary->current,
+                str_starts_with($columnName, 'period_') => $this->report->agingSummary->periods[$columnName] ?? null,
+                $columnName === 'over_periods' => $this->report->agingSummary->overPeriods,
+                $columnName === 'total' => $this->report->agingSummary->total,
+                default => '',
+            };
+        }
+
+        return $totals;
+    }
+}

app/Transformers/AccountsReceivableAgingTransformer.php

@@ -0,0 +1,74 @@
+<?php
+
+namespace App\Transformers;
+
+use App\DTO\ClientReportDTO;
+use App\DTO\ReportCategoryDTO;
+
+class AccountsReceivableAgingTransformer extends BaseReportTransformer
+{
+    public function getTitle(): string
+    {
+        return 'Accounts Receivable Aging';
+    }
+
+    /**
+     * @return ReportCategoryDTO[]
+     */
+    public function getCategories(): array
+    {
+        $categories = [];
+
+        foreach ($this->report->categories as $accountCategory) {
+            $data = array_map(function (ClientReportDTO $client) {
+                $row = [];
+
+                foreach ($this->getColumns() as $column) {
+                    $columnName = $column->getName();
+
+                    $row[$columnName] = match (true) {
+                        $columnName === 'client_name' => [
+                            'name' => $client->clientName,
+                            'id' => $client->clientId,
+                        ],
+                        $columnName === 'current' => $client->aging->current,
+                        str_starts_with($columnName, 'period_') => $client->aging->periods[$columnName] ?? null,
+                        $columnName === 'over_periods' => $client->aging->overPeriods,
+                        $columnName === 'total' => $client->aging->total,
+                        default => '',
+                    };
+                }
+
+                return $row;
+            }, $accountCategory);
+
+            $categories[] = new ReportCategoryDTO(
+                header: null,
+                data: $data,
+                summary: null,
+            );
+        }
+
+        return $categories;
+    }
+
+    public function getOverallTotals(): array
+    {
+        $totals = [];
+
+        foreach ($this->getColumns() as $column) {
+            $columnName = $column->getName();
+
+            $totals[$columnName] = match (true) {
+                $columnName === 'client_name' => 'Total',
+                $columnName === 'current' => $this->report->agingSummary->current,
+                str_starts_with($columnName, 'period_') => $this->report->agingSummary->periods[$columnName] ?? null,
+                $columnName === 'over_periods' => $this->report->agingSummary->overPeriods,
+                $columnName === 'total' => $this->report->agingSummary->total,
+                default => '',
+            };
+        }
+
+        return $totals;
+    }
+}

app/Transformers/AgingReportTransformer.php

@@ -0,0 +1,85 @@
+<?php
+
+namespace App\Transformers;
+
+use App\DTO\EntityReportDTO;
+use App\DTO\ReportCategoryDTO;
+use App\DTO\ReportDTO;
+use App\Enums\Accounting\DocumentEntityType;
+
+class AgingReportTransformer extends BaseReportTransformer
+{
+    public function __construct(
+        ReportDTO $report,
+        private readonly DocumentEntityType $entityType,
+    ) {
+        parent::__construct($report);
+    }
+
+    public function getTitle(): string
+    {
+        return $this->entityType->getReportTitle();
+    }
+
+    /**
+     * @return ReportCategoryDTO[]
+     */
+    public function getCategories(): array
+    {
+        $categories = [];
+
+        foreach ($this->report->categories as $category) {
+            $data = array_map(function (EntityReportDTO $entity) {
+                $row = [];
+
+                foreach ($this->getColumns() as $column) {
+                    $columnName = $column->getName();
+
+                    $row[$columnName] = match ($columnName) {
+                        'entity_name' => [
+                            'name' => $entity->name,
+                            'id' => $entity->id,
+                        ],
+                        'current' => $entity->aging->current,
+                        'over_periods' => $entity->aging->overPeriods,
+                        'total' => $entity->aging->total,
+                        default => str_starts_with($columnName, 'period_')
+                            ? $entity->aging->periods[$columnName] ?? null
+                            : '',
+                    };
+                }
+
+                return $row;
+            }, $category);
+
+            $categories[] = new ReportCategoryDTO(
+                header: null,
+                data: $data,
+                summary: null,
+            );
+        }
+
+        return $categories;
+    }
+
+    public function getOverallTotals(): array
+    {
+        $totals = [];
+
+        foreach ($this->getColumns() as $column) {
+            $columnName = $column->getName();
+
+            $totals[$columnName] = match ($columnName) {
+                'entity_name' => 'Total',
+                'current' => $this->report->agingSummary->current,
+                'over_periods' => $this->report->agingSummary->overPeriods,
+                'total' => $this->report->agingSummary->total,
+                default => str_starts_with($columnName, 'period_')
+                    ? $this->report->agingSummary->periods[$columnName] ?? null
+                    : '',
+            };
+        }
+
+        return $totals;
+    }
+}

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

@@ -50,7 +50,7 @@
 
         .table-class {
             border-collapse: collapse;
-            table-layout: fixed;
+            table-layout: auto;
             width: 100%;
         }
 

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

@@ -22,13 +22,15 @@
         </thead>
         @foreach($report->getCategories() as $category)
             <tbody>
-            <tr class="category-header-row">
-                @foreach($category->header as $index => $header)
-                    <td class="{{ $report->getAlignmentClass($index) }}">
-                        {{ $header }}
-                    </td>
-                @endforeach
-            </tr>
+            @if(! empty($category->header))
+                <tr class="category-header-row">
+                    @foreach($category->header as $index => $header)
+                        <td class="{{ $report->getAlignmentClass($index) }}">
+                            {{ $header }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endif
             @foreach($category->data as $account)
                 <tr>
                     @foreach($account as $index => $cell)
@@ -97,13 +99,15 @@
                 </tr>
             @endforeach
 
-            <tr class="category-summary-row">
-                @foreach($category->summary as $index => $cell)
-                    <td class="{{ $report->getAlignmentClass($index) }}">
-                        {{ $cell }}
-                    </td>
-                @endforeach
-            </tr>
+            @if(! empty($category->summary))
+                <tr class="category-summary-row">
+                    @foreach($category->summary as $index => $cell)
+                        <td class="{{ $report->getAlignmentClass($index) }}">
+                            {{ $cell }}
+                        </td>
+                    @endforeach
+                </tr>
+            @endif
 
             @unless($loop->last && empty($report->getOverallTotals()))
                 <tr class="spacer-row">

resources/views/components/company/tables/header.blade.php

@@ -3,7 +3,7 @@
     'alignmentClass',
 ])
 
-<thead class="divide-y divide-gray-200 dark:divide-white/5">
+<thead class="divide-y divide-gray-200 dark:divide-white/5 whitespace-nowrap">
 <tr class="bg-gray-50 dark:bg-white/5">
     @foreach($headers as $headerIndex => $headerCell)
         <th class="px-3 py-3.5 sm:first-of-type:ps-6 sm:last-of-type:pe-6 {{ $alignmentClass($headerIndex) }}">

resources/views/components/company/tables/reports/detailed-report.blade.php

@@ -2,8 +2,10 @@
     <x-company.tables.header :headers="$report->getHeaders()" :alignment-class="[$report, 'getAlignmentClass']"/>
     @foreach($report->getCategories() as $accountCategory)
         <tbody class="divide-y divide-gray-200 whitespace-nowrap dark:divide-white/5">
-        <x-company.tables.category-header :category-headers="$accountCategory->header"
-                                          :alignment-class="[$report, 'getAlignmentClass']"/>
+        @if(! empty($accountCategory->header))
+            <x-company.tables.category-header :category-headers="$accountCategory->header"
+                                              :alignment-class="[$report, 'getAlignmentClass']"/>
+        @endif
         @foreach($accountCategory->data as $categoryAccount)
             <tr>
                 @foreach($categoryAccount as $accountIndex => $categoryAccountCell)
@@ -48,19 +50,21 @@
                 @endforeach
             </tr>
         @endforeach
-        <tr>
-            @foreach($accountCategory->summary as $accountCategorySummaryIndex => $accountCategorySummaryCell)
-                <x-company.tables.cell :alignment-class="$report->getAlignmentClass($accountCategorySummaryIndex)"
-                                       bold="true">
-                    {{ $accountCategorySummaryCell }}
-                </x-company.tables.cell>
-            @endforeach
-        </tr>
-        <tr>
-            <td colspan="{{ count($report->getHeaders()) }}">
-                <div class="min-h-12"></div>
-            </td>
-        </tr>
+        @if(! empty($accountCategory->summary))
+            <tr>
+                @foreach($accountCategory->summary as $accountCategorySummaryIndex => $accountCategorySummaryCell)
+                    <x-company.tables.cell :alignment-class="$report->getAlignmentClass($accountCategorySummaryIndex)"
+                                           bold="true">
+                        {{ $accountCategorySummaryCell }}
+                    </x-company.tables.cell>
+                @endforeach
+            </tr>
+            <tr>
+                <td colspan="{{ count($report->getHeaders()) }}">
+                    <div class="min-h-12"></div>
+                </td>
+            </tr>
+        @endif
         </tbody>
     @endforeach
     <x-company.tables.footer :totals="$report->getOverallTotals()" :alignment-class="[$report, 'getAlignmentClass']"/>

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

@@ -10,14 +10,14 @@
         @class([
             'inline-flex rounded-lg p-3 ring-4 ring-white dark:ring-gray-900',
             match ($iconColor) {
-                'gray' => 'fi-color-gray bg-gray-50 text-gray-700 dark:bg-gray-900 dark:text-gray-500',
-                default => 'fi-color-custom bg-custom-50 text-custom-700 dark:bg-custom-950 dark:text-custom-500',
+                'gray' => 'fi-color-gray bg-gray-50 text-gray-700 dark:bg-gray-950 dark:text-gray-300',
+                default => 'fi-color-custom bg-custom-50 text-custom-700 dark:bg-custom-950 dark:text-custom-300',
             },
         ])
         @style([
             \Filament\Support\get_color_css_variables(
                 $iconColor,
-                shades: [50, 500, 700, 950],
+                shades: [50, 300, 700, 950],
             ) => $iconColor !== 'gray',
         ])
     >

resources/views/filament/company/pages/reports/accounts-receivable-aging.blade.php

@@ -0,0 +1,3 @@
+<x-filament-panels::page>
+
+</x-filament-panels::page>