[IP-130]: Report Builder — bands + bricks (IP-130, Phases 1-4 + Browsershot driver)

.github/DOCKER.md

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

.gitignore

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

AGENTS.md

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

CLAUDE.md

@@ -2,7 +2,15 @@
 
 ## What this is
 
-Laravel 11 + Filament v4 + Livewire v3 invoicing app. Modular architecture via `nwidart/laravel-modules`. PHP 8.1+ enums, Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+Laravel 13 + Filament v5 + Livewire v4 invoicing app. Modular architecture via `nwidart/laravel-modules` v13. PHP 8.3+ (dev box: 8.4.23), Spatie roles/permissions, multi-tenancy via Filament's built-in tenant system scoped to `Company`.
+
+**Resolved versions** (from `composer.lock`):
+- `laravel/framework` 13.15.0 (PHP ^8.3)
+- `filament/filament` 5.6.7 (+ 9 sub-packages @ 5.6.7)
+- `livewire/livewire` 4.3.1
+- `nwidart/laravel-modules` 13.0.0
+- `spatie/laravel-permission` 8.0.0
+- `danharrin/livewire-rate-limiting` 2.2.0
 
 ---
 
@@ -187,11 +195,21 @@ User::factory()->create(['is_active' => true, 'email_verified_at' => now()])
 
 ### DB for tests
 
-Tests need a DB. Production CI uses MariaDB 11. For local dev without MySQL, set in `.env.testing`:
+Tests need a real MariaDB DB — matching CI (MariaDB 11) — not SQLite. SQLite's lenient identifier
+quoting has silently masked real bugs before (e.g. `->latest()` defaulting to a nonexistent
+`created_at` column on `$timestamps = false` models passed locally, failed on CI). Run via the
+`cli` compose service, which points at the stack's `db` service automatically:
 ```
-DB_CONNECTION=sqlite
-DB_DATABASE=:memory:
+docker compose run --rm cli php artisan test --exclude-group failing,troubleshooting
 ```
+No `.env.testing` edits needed — the `cli` service injects `DB_CONNECTION=mysql`/`DB_HOST=db` etc.
+itself. Use `php artisan test`, not `vendor/bin/phpunit` directly — the two have been observed to
+behave differently for this app's Livewire form tests; `artisan test` is the reliable one.
+**Known issue:** a freshly-rebuilt `cli` image has reproduced false Livewire-form failures at
+scale even under `artisan test`, for reasons not yet isolated — see
+[#689](https://github.com/InvoicePlane/InvoicePlane-v2/issues/689) and sanity-check with
+`--filter=ContactsTest` (should be 11/11 passing) before trusting a full run from a rebuilt image.
+See `.github/DOCKER.md`.
 
 ### AAA phase comment style
 
@@ -299,3 +317,8 @@ No DTO layer — services accept arrays and return Eloquent models.
 - `Str::lower($company->search_code)` is always the URL tenant parameter
 - The three tenant middleware classes live at `Modules/Core/Http/Middleware/`
 - Panel providers live at `Modules/Core/Providers/`, not `app/Providers/`
+
+# LESSONS
+
+- Never write `*/` inside a PHP docblock (e.g. glob patterns like `Header*/Detail*`) — it terminates the comment and causes a parse error.
+- When running a test suite in the background, redirect FULL output to a file — never pipe through `tail`/`head`, it destroys the failure details and forces a rerun.

Makefile

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

Modules/Core/Console/ReportsSyncSystemCommand.php

@@ -0,0 +1,47 @@
+<?php
+
+namespace Modules\Core\Console;
+
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\File;
+use Illuminate\Support\Facades\Storage;
+use Modules\Core\Services\ReportTemplateStorage;
+
+/**
+ * Copies the shipped report templates from resources/report-templates into
+ * the system scope of the report_templates disk. Idempotent — running it
+ * again simply rewrites the system copies with the shipped versions.
+ */
+class ReportsSyncSystemCommand extends Command
+{
+    protected $signature = 'reports:sync-system';
+
+    protected $description = 'Sync shipped report templates into the system template storage';
+
+    public function handle(): int
+    {
+        $source = resource_path('report-templates');
+
+        if ( ! File::isDirectory($source)) {
+            $this->error("Source directory [{$source}] does not exist.");
+
+            return self::FAILURE;
+        }
+
+        $disk   = Storage::disk(ReportTemplateStorage::DISK);
+        $synced = 0;
+
+        foreach (File::allFiles($source) as $file) {
+            $disk->put(
+                ReportTemplateStorage::SCOPE_SYSTEM . '/' . str_replace('\\', '/', $file->getRelativePathname()),
+                $file->getContents(),
+            );
+
+            $synced++;
+        }
+
+        $this->info("Synced {$synced} report template file(s) into system storage.");
+
+        return self::SUCCESS;
+    }
+}

Modules/Core/Database/Factories/CompanyUserFactory.php

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

Modules/Core/Database/Factories/CustomFieldValueFactory.php

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

Modules/Core/Database/Factories/NoteFactory.php

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

Modules/Core/Enums/ReportBand.php

@@ -10,6 +10,20 @@ enum ReportBand: string
     case GROUP_HEADER = 'group_header';
     case HEADER       = 'header';
 
+    /**
+     * Get all bands in document order (header first, footer last).
+     *
+     * @return array<self>
+     */
+    public static function ordered(): array
+    {
+        $bands = self::cases();
+
+        usort($bands, fn (self $a, self $b): int => $a->getOrder() <=> $b->getOrder());
+
+        return $bands;
+    }
+
     /**
      * Get the display label for the band.
      */

Modules/Core/Enums/ReportBlockWidth.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace Modules\Core\Enums;
+
+enum ReportBlockWidth: string
+{
+    case ONE_THIRD  = 'one_third';
+    case HALF       = 'half';
+    case TWO_THIRDS = 'two_thirds';
+    case FULL       = 'full';
+
+    /**
+     * Get the grid width for this block width (in 12-column grid system).
+     */
+    public function getGridWidth(): int
+    {
+        return match ($this) {
+            self::ONE_THIRD  => 4,
+            self::HALF       => 6,
+            self::TWO_THIRDS => 8,
+            self::FULL       => 12,
+        };
+    }
+}

Modules/Core/Enums/ReportTemplateType.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace Modules\Core\Enums;
+
+use Modules\Core\Contracts\LabeledEnum;
+
+enum ReportTemplateType: string implements LabeledEnum
+{
+    case INVOICE = 'invoice';
+    case QUOTE   = 'quote';
+
+    public static function values(): array
+    {
+        return array_column(self::cases(), 'value');
+    }
+
+    public function label(): string
+    {
+        return match ($this) {
+            self::INVOICE => trans('ip.invoice'),
+            self::QUOTE   => trans('ip.quote'),
+        };
+    }
+
+    public function color(): string
+    {
+        return match ($this) {
+            self::INVOICE => 'success',
+            self::QUOTE   => 'info',
+        };
+    }
+}

Modules/Core/Filament/Admin/Pages/ReportBuilder.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace Modules\Core\Filament\Admin\Pages;
+
+use Modules\Core\Filament\Pages\Reports\BaseReportBuilderPage;
+
+class ReportBuilder extends BaseReportBuilderPage
+{
+    public function managesSystemScope(): bool
+    {
+        return true;
+    }
+
+    public function listPage(): string
+    {
+        return ReportTemplates::class;
+    }
+}

Modules/Core/Filament/Admin/Pages/ReportTemplates.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace Modules\Core\Filament\Admin\Pages;
+
+use Modules\Core\Filament\Pages\Reports\BaseReportTemplatesPage;
+
+class ReportTemplates extends BaseReportTemplatesPage
+{
+    public function managesSystemScope(): bool
+    {
+        return true;
+    }
+
+    public function builderPage(): string
+    {
+        return ReportBuilder::class;
+    }
+}

Modules/Core/Filament/Company/Pages/ReportBuilder.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace Modules\Core\Filament\Company\Pages;
+
+use Modules\Core\Enums\UserRole;
+use Modules\Core\Filament\Pages\Reports\BaseReportBuilderPage;
+
+class ReportBuilder extends BaseReportBuilderPage
+{
+    public static function canAccess(): bool
+    {
+        return auth()->user()?->hasAnyRole([
+            ...UserRole::elevated(),
+            UserRole::CUSTOMER_ADMIN->value,
+        ]) ?? false;
+    }
+
+    public function managesSystemScope(): bool
+    {
+        return false;
+    }
+
+    public function listPage(): string
+    {
+        return ReportTemplates::class;
+    }
+}

Modules/Core/Filament/Company/Pages/ReportTemplates.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace Modules\Core\Filament\Company\Pages;
+
+use Modules\Core\Enums\UserRole;
+use Modules\Core\Filament\Pages\Reports\BaseReportTemplatesPage;
+
+class ReportTemplates extends BaseReportTemplatesPage
+{
+    public static function canAccess(): bool
+    {
+        return auth()->user()?->hasAnyRole([
+            ...UserRole::elevated(),
+            UserRole::CUSTOMER_ADMIN->value,
+        ]) ?? false;
+    }
+
+    public function managesSystemScope(): bool
+    {
+        return false;
+    }
+
+    public function builderPage(): string
+    {
+        return ReportBuilder::class;
+    }
+}