[IP-145]: tabular reports — five company-panel report pages#609
[IP-145]: tabular reports — five company-panel report pages#609nielsdrost7 wants to merge 2 commits into
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Ports the standing fixes that so far only lived on the fork's develop branch, so every future PR can be cut from this repo directly: - Panel test base classes seed Spatie roles/permissions in setUp — without this every company-panel Livewire test 403s. Also fixes testLivewire(), which imported the Filament schema component instead of the Livewire test facade and chained withSession onto the wrong object (it could never have run). - RolesSeeder: restore company CRUD permissions for client_admin. - Invoices/Quotes feature test adjustments that go with the seeding. .gitignore now excludes local tooling that kept leaking into pull requests (/automation/, /.claude/fable5/, pint_output.log, audit-report.json) and drops the Modules controller ignores that hid real source files. README: the resolved dependency tree requires PHP >= 8.3 (composer's platform check rejects 8.2), so the badge and requirements now say 8.3+. composer.json still declares ^8.2 — bumping it needs a lock re-resolve that currently fails because roave/security-advisories conflicts with the locked guzzlehttp/guzzle < 7.12.1; a follow-up `composer update -W guzzlehttp/guzzle` would fix the constraint and the three open guzzle advisories together. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…ages (Phase 5) Track B of epic InvoicePlane#506, per naui95's spec: Payment History, Invoicing History, Invoiced Amount by Client, Sales by Date (paid invoices), and Invoices per Client. Each is a read-only Filament page under a Reports navigation group with a date-range filter (defaults to the current month), an optional client filter, a totals summary line, and a CSV export streaming the filtered rows. Tenant scoping comes from the BelongsToCompany global scope and is covered by a cross-company test. Includes the AbstractCompanyPanelTestCase::testLivewire fix (wrong Livewire import + withSession chained on the wrong object) — the same fix ships in the report-builder branch; whichever merges second resolves cleanly to identical content. Test scenarios follow the issue body: in-range vs out-of-range payments, per-client invoiced sum, company scoping, plus client filtering, paid-only sales, and the CSV download. Refs InvoicePlane#145 InvoicePlane#506 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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nielsdrost7
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Built on the test-infra PR #607 — merge that first. Until it merges, this diff also shows #607's single commit.
Implements Track B of epic #506 — the tabular reports module per naui95's spec in #145. Independent of the Report Builder (no shared code path).
What's in here
Five read-only Filament pages in the company panel under a Reports navigation group, each with a date-range filter (defaults to the current month), an optional client filter, a totals summary line under the table, and a CSV export of the filtered rows:
withCount/withSumAll queries are tenant-scoped by the
BelongsToCompanyglobal scope. Shared behavior lives inBaseTabularReportPage(filters, CSV streaming, access control: client_admin + elevated roles).Also ships the
AbstractCompanyPanelTestCase::testLivewire()fix (broken Livewire import +withSessionchained on the wrong object) — identical fix is on the report-builder branch (underdogg-forks#2); whichever merges second resolves cleanly.Testing
Full suite green: 314 tests, 1,033 assertions, 0 failures (develop baseline: 307). The three scenarios drafted in the issue body (in-range vs out-of-range payments, per-client sum shows 1500, cross-company invisibility) plus client filtering, paid-only sales-by-date, page smoke for all five, and the CSV download assertion.
Follow-up
The issue's "later enhancement" (print/PDF export of these reports through builder templates) stays out of scope, as specified in #145.