feat(report page) - export button added

apps/Backend/src/routes/export-payments-reports.ts

@@ -0,0 +1,99 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage"; 
+const router = Router();
+
+/**
+ * GET /api/reports/export
+ * query:
+ *  - type = patients_with_balance | collections_by_doctor
+ *  - from, to = optional ISO date strings (YYYY-MM-DD)
+ *  - staffId = required for collections_by_doctor
+ *  - format = csv (we expect csv; if missing default to csv)
+ */
+function escapeCsvCell(v: any) {
+  if (v === null || v === undefined) return "";
+  const s = String(v).replace(/\r?\n/g, " ");
+  if (s.includes('"') || s.includes(",") || s.includes("\n")) {
+    return `"${s.replace(/"/g, '""')}"`;
+  }
+  return s;
+}
+
+router.get("/export", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const type = String(req.query.type || "");
+    const from = req.query.from ? new Date(String(req.query.from)) : undefined;
+    const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+    const staffId = req.query.staffId ? Number(req.query.staffId) : undefined;
+    const format = String(req.query.format || "csv").toLowerCase();
+
+    if (format !== "csv") {
+      return res.status(400).json({ message: "Only CSV export is supported" });
+    }
+
+    let patientsSummary: any[] = [];
+
+    if (type === "patients_with_balance") {
+      patientsSummary = await storage.fetchAllPatientsWithBalances(from, to);
+    } else if (type === "collections_by_doctor") {
+      if (!staffId || !Number.isFinite(staffId) || staffId <= 0) {
+        return res.status(400).json({ message: "Missing or invalid staffId for collections_by_doctor" });
+      }
+      patientsSummary = await storage.fetchAllPatientsForDoctor(staffId, from, to);
+    } else {
+      return res.status(400).json({ message: "Unsupported report type" });
+    }
+
+    const patientsWithFinancials = await storage.buildExportRowsForPatients(patientsSummary, 5000);
+
+    // Build CSV - flattened rows
+    // columns: patientId, patientName, currentBalance, type, date, procedureCode, billed, paid, adjusted, totalDue, status
+    const header = [
+      "patientId",
+      "patientName",
+      "currentBalance",
+      "type",
+      "date",
+      "procedureCode",
+      "billed",
+      "paid",
+      "adjusted",
+      "totalDue",
+      "status",
+    ];
+
+    const lines = [header.join(",")];
+
+    for (const p of patientsWithFinancials) {
+      const name = `${p.firstName ?? ""} ${p.lastName ?? ""}`.trim();
+      for (const fr of p.financialRows) {
+        lines.push(
+          [
+            escapeCsvCell(p.patientId),
+            escapeCsvCell(name),
+            (Number(p.currentBalance ?? 0)).toFixed(2),
+            escapeCsvCell(fr.type),
+            escapeCsvCell(fr.date),
+            escapeCsvCell(fr.procedureCode),
+            (Number(fr.billed ?? 0)).toFixed(2),
+            (Number(fr.paid ?? 0)).toFixed(2),
+            (Number(fr.adjusted ?? 0)).toFixed(2),
+            (Number(fr.totalDue ?? 0)).toFixed(2),
+            escapeCsvCell(fr.status),
+          ].join(",")
+        );
+      }
+    }
+
+    const fname = `report-${type}-${new Date().toISOString().slice(0, 10)}.csv`;
+    res.setHeader("Content-Type", "text/csv; charset=utf-8");
+    res.setHeader("Content-Disposition", `attachment; filename="${fname}"`);
+    return res.send(lines.join("\n"));
+  } catch (err: any) {
+    console.error("[/api/reports/export] error:", err?.message ?? err, err?.stack);
+    return res.status(500).json({ message: "Export error" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/index.ts

@@ -14,6 +14,7 @@ import notificationsRoutes from "./notifications";
 import paymentOcrRoutes from "./paymentOcrExtraction";
 import cloudStorageRoutes from "./cloud-storage";
 import paymentsReportsRoutes from "./payments-reports";
+import exportPaymentsReportsRoutes from "./export-payments-reports";
 
 const router = Router();
 
@@ -32,5 +33,6 @@ router.use("/notifications", notificationsRoutes);
 router.use("/payment-ocr", paymentOcrRoutes);
 router.use("/cloud-storage", cloudStorageRoutes);
 router.use("/payments-reports", paymentsReportsRoutes);
+router.use("/export-payments-reports", exportPaymentsReportsRoutes);
 
 export default router;

apps/Backend/src/storage/export-payments-reports-storage.ts

@@ -0,0 +1,142 @@
+import { storage } from "../storage";
+import { getPatientFinancialRowsFn } from "./patients-storage";
+
+type PatientSummaryRow = {
+  patientId: number;
+  firstName: string | null;
+  lastName: string | null;
+  currentBalance: number;
+};
+
+/**
+ * Page through storage.getPatientsWithBalances to return the full list (not paginated).
+ * Uses the same filters (from/to) as the existing queries.
+ */
+export async function fetchAllPatientsWithBalances(
+  from?: Date | null,
+  to?: Date | null,
+  pageSize = 500
+): Promise<PatientSummaryRow[]> {
+  const all: PatientSummaryRow[] = [];
+  let cursor: string | null = null;
+  while (true) {
+    const page = await storage.getPatientsWithBalances(
+      pageSize,
+      cursor,
+      from,
+      to
+    );
+    if (!page) break;
+    if (Array.isArray(page.balances) && page.balances.length) {
+      for (const b of page.balances) {
+        all.push({
+          patientId: Number(b.patientId),
+          firstName: b.firstName ?? null,
+          lastName: b.lastName ?? null,
+          currentBalance: Number(b.currentBalance ?? 0),
+        });
+      }
+    }
+    if (!page.hasMore || !page.nextCursor) break;
+    cursor = page.nextCursor;
+  }
+  return all;
+}
+
+/**
+ * Page through storage.getBalancesAndSummaryByDoctor to return full patient list for the staff.
+ */
+export async function fetchAllPatientsForDoctor(
+  staffId: number,
+  from?: Date | null,
+  to?: Date | null,
+  pageSize = 500
+): Promise<PatientSummaryRow[]> {
+  const all: PatientSummaryRow[] = [];
+  let cursor: string | null = null;
+  while (true) {
+    const page = await storage.getBalancesAndSummaryByDoctor(
+      staffId,
+      pageSize,
+      cursor,
+      from,
+      to
+    );
+    if (!page) break;
+    if (Array.isArray(page.balances) && page.balances.length) {
+      for (const b of page.balances) {
+        all.push({
+          patientId: Number(b.patientId),
+          firstName: b.firstName ?? null,
+          lastName: b.lastName ?? null,
+          currentBalance: Number(b.currentBalance ?? 0),
+        });
+      }
+    }
+    if (!page.hasMore || !page.nextCursor) break;
+    cursor = page.nextCursor;
+  }
+  return all;
+}
+
+/**
+ * For each patient, call the existing function to fetch full financial rows.
+ * This uses your existing getPatientFinancialRowsFn which returns { rows, totalCount }.
+ *
+ * The function returns an array of:
+ * { patientId, firstName, lastName, currentBalance, financialRows: Array<{ type, date, procedureCode, billed, paid, adjusted, totalDue, status }> }
+ */
+export async function buildExportRowsForPatients(
+  patients: PatientSummaryRow[],
+  perPatientLimit = 5000
+) {
+  const out: Array<any> = [];
+
+  for (const p of patients) {
+    const patientId = Number(p.patientId);
+    const { rows } = await getPatientFinancialRowsFn(
+      patientId,
+      perPatientLimit,
+      0
+    ); // returns rows array similarly to your earlier code
+
+    const frs = rows.flatMap((r: any) => {
+      const svc = r.service_lines ?? [];
+      if (svc.length > 0) {
+        return svc.map((sl: any) => ({
+          type: r.type,
+          date: r.date ? new Date(r.date).toLocaleDateString() : "",
+          procedureCode: String(sl.procedureCode ?? "-"),
+          billed: Number(sl.totalBilled ?? 0),
+          paid: Number(sl.totalPaid ?? 0),
+          adjusted: Number(sl.totalAdjusted ?? 0),
+          totalDue: Number(sl.totalDue ?? 0),
+          status: sl.status ?? r.status ?? "",
+        }));
+      } else {
+        return [
+          {
+            type: r.type,
+            date: r.date ? new Date(r.date).toLocaleDateString() : "",
+            procedureCode: "-",
+            billed: Number(r.total_billed ?? r.totalBilled ?? 0),
+            paid: Number(r.total_paid ?? r.totalPaid ?? 0),
+            adjusted: Number(r.total_adjusted ?? r.totalAdjusted ?? 0),
+            totalDue: Number(r.total_due ?? r.totalDue ?? 0),
+            status: r.status ?? "",
+          },
+        ];
+      }
+    });
+
+    out.push({
+      patientId,
+      firstName: p.firstName,
+      lastName: p.lastName,
+      currentBalance: Number(p.currentBalance ?? 0),
+      financialRows: frs,
+    });
+  }
+
+  return out;
+}

apps/Backend/src/storage/index.ts

@@ -12,7 +12,7 @@ import { databaseBackupStorage } from './database-backup-storage';
 import { notificationsStorage } from './notifications-storage';
 import { cloudStorageStorage } from './cloudStorage-storage';
 import { paymentsReportsStorage } from './payments-reports-storage';
-
+import * as exportPaymentsReportsStorage from "./export-payments-reports-storage";
 
 
 export const storage = {
@@ -28,6 +28,7 @@ export const storage = {
   ...notificationsStorage,
   ...cloudStorageStorage,
   ...paymentsReportsStorage,
+  ...exportPaymentsReportsStorage, 
 
 };
 

apps/Backend/src/storage/payments-reports-storage.ts

@@ -68,7 +68,6 @@ function isoStartOfNextDayLiteral(d?: Date | null): string | null {
 function encodeCursor(obj: {
   staffId?: number;
   lastPaymentDate: string | null;
-  lastPatientCreatedAt: string; // ISO string
   lastPatientId: number;
 }) {
   return Buffer.from(JSON.stringify(obj)).toString("base64");
@@ -77,7 +76,6 @@ function encodeCursor(obj: {
 function decodeCursor(token?: string | null): {
   staffId?: number; // optional because older cursors might not include it
   lastPaymentDate: string | null;
-  lastPatientCreatedAt: string;
   lastPatientId: number;
 } | null {
   if (!token) return null;
@@ -86,7 +84,6 @@ function decodeCursor(token?: string | null): {
     if (
       typeof parsed === "object" &&
       "lastPaymentDate" in parsed &&
-      "lastPatientCreatedAt" in parsed &&
       "lastPatientId" in parsed
     ) {
       return {
@@ -96,7 +93,6 @@ function decodeCursor(token?: string | null): {
           (parsed as any).lastPaymentDate === null
             ? null
             : String((parsed as any).lastPaymentDate),
-        lastPatientCreatedAt: String((parsed as any).lastPatientCreatedAt),
         lastPatientId: Number((parsed as any).lastPatientId),
       };
     }
@@ -331,7 +327,6 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         current_balance: string;
         last_payment_date: Date | null;
         last_appointment_date: Date | null;
-        patient_created_at: Date | null; // we select patient.createdAt for cursor tie-breaker
       };
 
       const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
@@ -376,7 +371,6 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         const lp = cursor.lastPaymentDate
           ? `'${cursor.lastPaymentDate}'`
           : "NULL";
-        const lc = `'${cursor.lastPatientCreatedAt}'`;
         const id = Number(cursor.lastPatientId);
 
         // We handle NULL last_payment_date ordering: since we use "NULLS LAST" in ORDER BY,
@@ -385,19 +379,12 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         // This predicate tries to cover both cases.
         keysetPredicate = `
           AND (
-            -- case: both sides have non-null last_payment_date
             (pm.last_payment_date IS NOT NULL AND ${lp} IS NOT NULL AND (
               pm.last_payment_date < ${lp}
-               OR (pm.last_payment_date = ${lp} AND p."createdAt" < ${lc})
+              OR (pm.last_payment_date = ${lp} AND p.id < ${id})
-               OR (pm.last_payment_date = ${lp} AND p."createdAt" = ${lc} AND p.id < ${id})
             ))
-            -- case: cursor lastPaymentDate IS NULL -> we need rows with last_payment_date IS NULL but earlier createdAt/id
+            OR (pm.last_payment_date IS NULL AND ${lp} IS NOT NULL) 
-            OR (pm.last_payment_date IS NULL AND ${lp} IS NULL AND (
+            OR (pm.last_payment_date IS NULL AND ${lp} IS NULL AND p.id < ${id})
-               p."createdAt" < ${lc}
-               OR (p."createdAt" = ${lc} AND p.id < ${id})
-            ))
-            -- case: cursor had non-null lastPaymentDate but pm.last_payment_date IS NULL:
-            -- since NULLS LAST, pm.last_payment_date IS NULL are after non-null dates, so they are NOT < cursor -> excluded
           )
         `;
       }
@@ -412,8 +399,7 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
           COALESCE(pm.total_adjusted,0)::numeric(12,2) AS total_adjusted,
           (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0))::numeric(12,2) AS current_balance,
           pm.last_payment_date,
-          apt.last_appointment_date,
+          apt.last_appointment_date
-          p."createdAt" AS patient_created_at
         FROM "Patient" p
         LEFT JOIN ${pmSubquery} ON pm.patient_id = p.id
         LEFT JOIN (
@@ -424,7 +410,7 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         WHERE (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0
       `;
 
-      const orderBy = `ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC, p.id DESC`;
+      const orderBy = `ORDER BY pm.last_payment_date DESC NULLS LAST, p.id DESC`;
       const limitClause = `LIMIT ${safeLimit}`;
 
       const query = `
@@ -453,14 +439,9 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
             ? new Date(last.last_payment_date).toISOString()
             : null;
 
-          const lastPatientCreatedAtIso = last.patient_created_at
-            ? new Date(last.patient_created_at).toISOString()
-            : new Date().toISOString();
-
           if (rows.length === safeLimit) {
             nextCursor = encodeCursor({
               lastPaymentDate: lastPaymentDateIso,
-              lastPatientCreatedAt: lastPatientCreatedAtIso,
               lastPatientId: Number(last.patient_id),
             });
           } else {
@@ -487,9 +468,6 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         lastAppointmentDate: r.last_appointment_date
           ? new Date(r.last_appointment_date).toISOString()
           : null,
-        patientCreatedAt: r.patient_created_at
-          ? new Date(r.patient_created_at).toISOString()
-          : null,
       }));
 
       // totalCount: count of patients with positive balance within same payment date filter
@@ -536,13 +514,11 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
     const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
     const decoded = decodeCursor(cursorToken);
 
-    // Accept older cursors that didn't include staffId; if cursor has staffId and it doesn't match, ignore.
+    // Do NOT accept cursors without staffId — they may belong to another listing.
     const effectiveCursor =
       decoded &&
       typeof decoded.staffId === "number" &&
       decoded.staffId === Number(staffId)
-        ? decoded
-        : decoded && typeof decoded.staffId === "undefined"
         ? decoded
         : null;
 
@@ -565,27 +541,38 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
 
     // Keyset predicate must use columns present in the 'patients' CTE rows (alias p).
     // We'll compare p.last_payment_date, p.patient_created_at and p.id
+
     let pageKeysetPredicate = "";
     if (effectiveCursor) {
       const lp = effectiveCursor.lastPaymentDate
         ? `'${effectiveCursor.lastPaymentDate}'`
         : "NULL";
-      const lc = `'${effectiveCursor.lastPatientCreatedAt}'`;
       const id = Number(effectiveCursor.lastPatientId);
 
       pageKeysetPredicate = `AND (
-      (p.last_payment_date IS NOT NULL AND ${lp} IS NOT NULL AND (
+    ( ${lp} IS NOT NULL AND (
-         p.last_payment_date < ${lp}
+        (p.last_payment_date IS NOT NULL AND p.last_payment_date < ${lp})
-         OR (p.last_payment_date = ${lp} AND p.patient_created_at < ${lc})
+        OR (p.last_payment_date IS NOT NULL AND p.last_payment_date = ${lp} AND p.id < ${id})
-         OR (p.last_payment_date = ${lp} AND p.patient_created_at = ${lc} AND p.id < ${id})
+      )
-      ))
+    )
-      OR (p.last_payment_date IS NULL AND ${lp} IS NULL AND (
+    OR
-         p.patient_created_at < ${lc}
+    ( ${lp} IS NULL AND (
-         OR (p.patient_created_at = ${lc} AND p.id < ${id})
+        p.last_payment_date IS NOT NULL
-      ))
+        OR (p.last_payment_date IS NULL AND p.id < ${id})
+      )
+    )
   )`;
     }
 
+    console.debug(
+      "[getBalancesAndSummaryByDoctor] decodedCursor:",
+      effectiveCursor
+    );
+    console.debug(
+      "[getBalancesAndSummaryByDoctor] pageKeysetPredicate:",
+      pageKeysetPredicate
+    );
+
     // When a time window is provided, we want the patient rows to be restricted to patients who have
     // payments in that window (and those payments must be linked to claims with this staffId).
     // When no time-window provided, we want all patients who have appointments with this staff.
@@ -637,8 +624,7 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         COALESCE(pa.total_adjusted, 0)::numeric(14,2) AS total_adjusted,
         (COALESCE(pa.total_charges,0) - COALESCE(pa.total_paid,0) - COALESCE(pa.total_adjusted,0))::numeric(14,2) AS current_balance,
         pa.last_payment_date,
-        la.last_appointment_date,
+        la.last_appointment_date
-        p."createdAt" AS patient_created_at
       FROM "Patient" p
       INNER JOIN staff_patients sp ON sp.patient_id = p.id
       ${paymentsJoinForPatients}
@@ -657,12 +643,11 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
           p.total_adjusted::text AS "totalAdjusted",
           p.current_balance::text AS "currentBalance",
           p.last_payment_date     AS "lastPaymentDate",
-          p.last_appointment_date AS "lastAppointmentDate",
+          p.last_appointment_date AS "lastAppointmentDate"
-          p.patient_created_at    AS "patientCreatedAt"
         FROM patients p
         WHERE 1=1
         ${pageKeysetPredicate}
-        ORDER BY p.last_payment_date DESC NULLS LAST, p.patient_created_at DESC, p.id DESC
+        ORDER BY p.last_payment_date DESC NULLS LAST, p.id DESC
         LIMIT ${safeLimit}
       ) t) AS balances_json,
 
@@ -728,9 +713,6 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
       lastAppointmentDate: r.lastAppointmentDate
         ? new Date(r.lastAppointmentDate).toISOString()
         : null,
-      patientCreatedAt: r.patientCreatedAt
-        ? new Date(r.patientCreatedAt).toISOString()
-        : null,
     }));
 
     const hasMore = balances.length === safeLimit;
@@ -741,8 +723,6 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         nextCursor = encodeCursor({
           staffId: Number(staffId),
           lastPaymentDate: last.lastPaymentDate,
-          lastPatientCreatedAt:
-            last.patientCreatedAt ?? new Date().toISOString(),
           lastPatientId: Number(last.patientId),
         });
       }

apps/Frontend/src/components/reports/collections-by-doctor-report.tsx

@@ -12,6 +12,7 @@ import {
   SelectValue,
 } from "@/components/ui/select";
 import { DoctorBalancesAndSummary } from "@repo/db/types";
+import ExportReportButton from "./export-button";
 
 type StaffOption = { id: number; name: string };
 
@@ -259,6 +260,15 @@ export default function CollectionsByDoctorReport({
           onNext={handleNext}
           hasPrev={cursorIndex > 0}
           hasNext={hasMore}
+          headerRight={
+            <ExportReportButton
+              reportType="collections_by_doctor"
+              from={startDate}
+              to={endDate}
+              staffId={Number(staffId)}
+              className="mr-2"
+            />
+          }
         />
       )}
     </div>

apps/Frontend/src/components/reports/export-button.tsx

@@ -0,0 +1,71 @@
+import React, { useState } from "react";
+import { apiRequest } from "@/lib/queryClient";
+
+export default function ExportReportButton({
+  reportType,
+  from,
+  to,
+  staffId,
+  className,
+  labelCsv = "Download CSV",
+}: {
+  reportType: string; // e.g. "collections_by_doctor" or "patients_with_balance"
+  from?: string;
+  to?: string;
+  staffId?: number | string | null;
+  className?: string;
+  labelCsv?: string;
+}) {
+  const [loading, setLoading] = useState(false);
+
+  async function downloadCsv() {
+    setLoading(true);
+    try {
+      const params = new URLSearchParams();
+      params.set("type", reportType);
+      if (from) params.set("from", from);
+      if (to) params.set("to", to);
+      if (staffId) params.set("staffId", String(staffId));
+      params.set("format", "csv"); // server expects format=csv
+
+      const url = `/api/export-payments-reports/export?${params.toString()}`;
+
+      // Use apiRequest for consistent auth headers/cookies
+      const res = await apiRequest("GET", url);
+      if (!res.ok) {
+        const body = await res.text().catch(() => "Export failed");
+        throw new Error(body || "Export failed");
+      }
+
+      const blob = await res.blob();
+      const href = URL.createObjectURL(blob);
+      const a = document.createElement("a");
+      a.href = href;
+      const safeFrom = from || "all";
+      const safeTo = to || "all";
+      a.download = `${reportType}_${safeFrom}_${safeTo}.csv`;
+      document.body.appendChild(a);
+      a.click();
+      a.remove();
+      URL.revokeObjectURL(href);
+    } catch (err: any) {
+      console.error("Export CSV failed", err);
+      alert("Export failed: " + (err?.message ?? "unknown error"));
+    } finally {
+      setLoading(false);
+    }
+  }
+
+  return (
+    <div className={className ?? "flex items-center gap-2"}>
+      <button
+        type="button"
+        onClick={downloadCsv}
+        disabled={loading}
+        className="inline-flex items-center px-3 py-2 rounded border text-sm"
+      >
+        {loading ? "Preparing..." : labelCsv}
+      </button>
+    </div>
+  );
+}

apps/Frontend/src/components/reports/patients-balances-list.tsx

@@ -23,6 +23,7 @@ export default function PatientsBalancesList({
   onNext,
   hasPrev,
   hasNext,
+  headerRight, // optional UI node to render in header
 }: {
   rows: GenericRow[];
   reportType?: string | null;
@@ -37,6 +38,7 @@ export default function PatientsBalancesList({
   onNext: () => void;
   hasPrev: boolean;
   hasNext: boolean;
+  headerRight?: React.ReactNode;
 }) {
   const fmt = (v: number) =>
     new Intl.NumberFormat("en-US", {
@@ -66,6 +68,9 @@ export default function PatientsBalancesList({
           <h3 className="font-medium text-gray-900">
             {reportTypeTitle(reportType)}
           </h3>
+
+          {/* headerRight rendered here (if provided) */}
+          <div>{headerRight ?? null}</div>
         </div>
 
         <div className="divide-y min-h-[120px]">

apps/Frontend/src/components/reports/patients-with-balance-report.tsx

@@ -3,6 +3,7 @@ import { useQuery } from "@tanstack/react-query";
 import { apiRequest } from "@/lib/queryClient";
 import type { PatientBalanceRow } from "@repo/db/types";
 import PatientsBalancesList from "./patients-balances-list";
+import ExportReportButton from "./export-button";
 
 type Resp = {
   balances: PatientBalanceRow[];
@@ -117,6 +118,14 @@ export default function PatientsWithBalanceReport({
           onNext={handleNext}
           hasPrev={cursorIndex > 0}
           hasNext={hasMore}
+          headerRight={
+            <ExportReportButton
+              reportType="patients_with_balance"
+              from={startDate}
+              to={endDate}
+              className="mr-2"
+            />
+          }
         />
       </div>
     </div>

apps/Frontend/src/pages/reports-page.tsx

@@ -1,11 +1,9 @@
 import React, { useState } from "react";
-import { Download } from "lucide-react";
 import { useAuth } from "@/hooks/use-auth";
 import ReportConfig from "@/components/reports/report-config";
 import PatientsWithBalanceReport from "@/components/reports/patients-with-balance-report";
 import CollectionsByDoctorReport from "@/components/reports/collections-by-doctor-report";
 import SummaryCards from "@/components/reports/summary-cards";
-import { Button } from "@/components/ui/button";
 
 type ReportType =
   | "patients_with_balance"
@@ -32,17 +30,6 @@ export default function ReportPage() {
   const [selectedReportType, setSelectedReportType] = useState<ReportType>(
     "patients_with_balance"
   );
-  const [isGenerating, setIsGenerating] = useState(false);
-
-  const generateReport = async () => {
-    setIsGenerating(true);
-    try {
-      // placeholder: implement export per-report endpoint
-      await new Promise((r) => setTimeout(r, 900));
-    } finally {
-      setIsGenerating(false);
-    }
-  };
 
   if (!user) {
     return (
@@ -62,16 +49,6 @@ export default function ReportPage() {
             Generate comprehensive financial reports for your practice
           </p>
         </div>
-
-        {/* Export Button (Top Right) */}
-        <Button
-          onClick={generateReport}
-          disabled={isGenerating}
-          className="default"
-        >
-          <Download className="h-4 w-4 mr-2" />
-          {isGenerating ? "Generating..." : "Export Report"}
-        </Button>
       </div>
 
       <div className="mb-4">

packages/db/types/payments-reports-types.ts

@@ -8,7 +8,6 @@ export interface PatientBalanceRow {
   currentBalance: number;
   lastPaymentDate: string | null;
   lastAppointmentDate: string | null;
-  patientCreatedAt?: string | null;
 }
 
 export interface GetPatientBalancesResult {