feat(report page) - ui comp added

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

@@ -3,26 +3,6 @@ import type { Request, Response } from "express";
 import { storage } from "../storage";
 const router = Router();
 
-/**
- * GET /api/payments-reports/summary
- * optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
- */
-router.get("/summary", async (req, res) => {
-  try {
-    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 summary = await storage.getSummary(from, to);
-    res.json(summary);
-  } catch (err: any) {
-    console.error(
-      "GET /api/payments-reports/summary error:",
-      err?.message ?? err,
-      err?.stack
-    );
-    res.status(500).json({ message: "Failed to fetch dashboard summary" });
-  }
-});
 /**
  * GET /api/payments-reports/summary
  * optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
@@ -53,8 +33,7 @@ router.get("/summary", async (req: Request, res: Response): Promise<any> => {
  * GET /api/payments-reports/patient-balances
  * query:
  *  - limit (default 25)
- *  - offset (default 0)
- *  - minBalance (true|false)
+ *  - cursor (optional base64 cursor token)
  *  - from / to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
  */
 router.get(
@@ -65,9 +44,9 @@ router.get(
         1,
         Math.min(200, parseInt(String(req.query.limit || "25"), 10))
       );
-      const offset = Math.max(0, parseInt(String(req.query.offset || "0"), 10));
-      const minBalance =
-        String(req.query.minBalance || "false").toLowerCase() === "true";
+
+      const cursor =
+        typeof req.query.cursor === "string" ? String(req.query.cursor) : null;
 
       const from = req.query.from
         ? new Date(String(req.query.from))
@@ -81,13 +60,8 @@ router.get(
         return res.status(400).json({ message: "Invalid 'to' date" });
       }
 
-      const data = await storage.getPatientBalances(
-        limit,
-        offset,
-        from,
-        to,
-        minBalance
-      );
+      const data = await storage.getPatientBalances(limit, cursor, from, to);
+      // returns { balances, totalCount, nextCursor, hasMore }
       res.json(data);
     } catch (err: any) {
       console.error(
@@ -100,22 +74,4 @@ router.get(
   }
 );
 
-// // GET /api/payments-by-date?from=ISO&to=ISO&limit=&offset=
-// router.get("/payments-by-date", async (req: Request, res: Response): Promise<any> => {
-//   try {
-//     const from = req.query.from ? new Date(String(req.query.from)) : null;
-//     const to = req.query.to ? new Date(String(req.query.to)) : null;
-//     if (!from || !to) return res.status(400).json({ message: "from and to are required" });
-
-//     const limit = Math.min(parseInt(req.query.limit as string) || 1000, 5000);
-//     const offset = parseInt(req.query.offset as string) || 0;
-
-//     const { payments, totalCount } = await storage.getPaymentsByDateRange(from, to, limit, offset);
-//     res.json({ payments, totalCount });
-//   } catch (err) {
-//     console.error(err);
-//     res.status(500).json({ message: "Failed to fetch payments by date" });
-//   }
-// });
-
 export default router;

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

@@ -14,16 +14,29 @@ export interface PatientBalanceRow {
   currentBalance: number;
   lastPaymentDate: string | null;
   lastAppointmentDate: string | null;
+  patientCreatedAt?: string | null;
+}
+
+export interface GetPatientBalancesResult {
+  balances: PatientBalanceRow[];
+  totalCount: number;
+  nextCursor: string | null;
+  hasMore: boolean;
 }
 
 export interface IPaymentsReportsStorage {
+  /**
+   * Cursor-based pagination:
+   * - limit: page size
+   * - cursorToken: base64(JSON) token for last-seen row (or null for first page)
+   * - from/to: optional date range filter applied to Payment."createdAt"
+   */
   getPatientBalances(
     limit: number,
-    offset: number,
+    cursorToken?: string | null,
     from?: Date | null,
-    to?: Date | null,
-    minBalanceOnly?: boolean
-  ): Promise<{ balances: PatientBalanceRow[]; totalCount: number }>;
+    to?: Date | null
+  ): Promise<GetPatientBalancesResult>;
 
   // summary now returns an extra field patientsWithBalance
   getSummary(
@@ -44,13 +57,57 @@ function fmtDateLiteral(d?: Date | null): string | null {
   return `'${iso}'`;
 }
 
+/** Cursor helpers — base64(JSON) */
+function encodeCursor(obj: {
+  lastPaymentDate: string | null;
+  lastPatientCreatedAt: string; // ISO string
+  lastPatientId: number;
+}) {
+  return Buffer.from(JSON.stringify(obj)).toString("base64");
+}
+
+function decodeCursor(token?: string | null): {
+  lastPaymentDate: string | null;
+  lastPatientCreatedAt: string;
+  lastPatientId: number;
+} | null {
+  if (!token) return null;
+  try {
+    const parsed = JSON.parse(Buffer.from(token, "base64").toString("utf8"));
+    if (
+      typeof parsed === "object" &&
+      "lastPaymentDate" in parsed &&
+      "lastPatientCreatedAt" in parsed &&
+      "lastPatientId" in parsed
+    ) {
+      return {
+        lastPaymentDate:
+          parsed.lastPaymentDate === null
+            ? null
+            : String(parsed.lastPaymentDate),
+        lastPatientCreatedAt: String(parsed.lastPatientCreatedAt),
+        lastPatientId: Number(parsed.lastPatientId),
+      };
+    }
+    return null;
+  } catch {
+    return null;
+  }
+}
+
 export const paymentsReportsStorage: IPaymentsReportsStorage = {
+  /**
+   * Returns all patients that currently have an outstanding balance (>0)
+   * Optionally filtered by date range.
+   */
+  /**
+   * Cursor-based getPatientBalances
+   */
   async getPatientBalances(
     limit = 25,
-    offset = 0,
+    cursorToken?: string | null,
     from?: Date | null,
-    to?: Date | null,
-    minBalanceOnly = false
+    to?: Date | null
   ) {
     try {
       type RawRow = {
@@ -58,91 +115,92 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
         first_name: string | null;
         last_name: string | null;
         total_charges: string;
-        total_payments: string;
+        total_paid: string;
         total_adjusted: string;
         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));
-      const safeOffset = Math.max(0, Number(offset) || 0);
+      const cursor = decodeCursor(cursorToken);
 
       const hasFrom = from !== undefined && from !== null;
       const hasTo = to !== undefined && to !== null;
       const fromLit = fmtDateLiteral(from);
       const toLit = fmtDateLiteral(to);
 
-      // Build pm subquery (aggregated payments in the date window) — only Payment table used
-      let pmSubquery = "";
-      if (hasFrom && hasTo) {
-        pmSubquery = `
-          (
-            SELECT
-              pay."patientId" AS patient_id,
-              SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
-              SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
-              SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
-              MAX(pay."createdAt") AS last_payment_date
-            FROM "Payment" pay
-            WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
-            GROUP BY pay."patientId"
-          ) pm
-        `;
-      } else if (hasFrom) {
-        pmSubquery = `
-          (
-            SELECT
-              pay."patientId" AS patient_id,
-              SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
-              SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
-              SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
-              MAX(pay."createdAt") AS last_payment_date
-            FROM "Payment" pay
-            WHERE pay."createdAt" >= ${fromLit}
-            GROUP BY pay."patientId"
-          ) pm
-        `;
-      } else if (hasTo) {
-        pmSubquery = `
-          (
-            SELECT
-              pay."patientId" AS patient_id,
-              SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
-              SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
-              SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
-              MAX(pay."createdAt") AS last_payment_date
-            FROM "Payment" pay
-            WHERE pay."createdAt" <= ${toLit}
-            GROUP BY pay."patientId"
-          ) pm
-        `;
-      } else {
-        pmSubquery = `
-          (
-            SELECT
-              pay."patientId" AS patient_id,
-              SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
-              SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
-              SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
-              MAX(pay."createdAt") AS last_payment_date
-            FROM "Payment" pay
-            GROUP BY pay."patientId"
-          ) pm
+      // Build payment subquery (aggregated payments by patient, filtered by createdAt if provided)
+      const paymentWhereClause =
+        hasFrom && hasTo
+          ? `WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}`
+          : hasFrom
+            ? `WHERE pay."createdAt" >= ${fromLit}`
+            : hasTo
+              ? `WHERE pay."createdAt" <= ${toLit}`
+              : "";
+
+      const pmSubquery = `
+        (
+          SELECT
+            pay."patientId" AS patient_id,
+            SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
+            SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
+            SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
+            MAX(pay."createdAt") AS last_payment_date
+          FROM "Payment" pay
+          ${paymentWhereClause}
+          GROUP BY pay."patientId"
+        ) pm
+      `;
+
+      // Build keyset predicate if cursor provided.
+      // Ordering used: pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC, p.id DESC
+      // For keyset, we need to fetch rows strictly "less than" the cursor in this ordering.
+      let keysetPredicate = "";
+      if (cursor) {
+        const lp = cursor.lastPaymentDate
+          ? `'${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,
+        // rows with last_payment_date = NULL are considered *after* any non-null dates.
+        // To page correctly when cursor's lastPaymentDate is null, we compare accordingly.
+        // 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."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 NULL AND (
+               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
+          )
         `;
       }
 
-      const baseQuery = `
+      const baseSelect = `
         SELECT
           p.id AS patient_id,
           p."firstName" AS first_name,
           p."lastName" AS last_name,
           COALESCE(pm.total_charges,0)::numeric(12,2) AS total_charges,
-          COALESCE(pm.total_paid,0)::numeric(12,2) AS total_payments,
+          COALESCE(pm.total_paid,0)::numeric(12,2) AS total_paid,
           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 (
@@ -150,120 +208,64 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
           FROM "Appointment"
           GROUP BY "patientId"
         ) apt ON apt.patient_id = p.id
+        WHERE (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0
       `;
 
-      const balanceWhere = `(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 limitClause = `LIMIT ${safeLimit}`;
 
-      const finalQuery = minBalanceOnly
-        ? `${baseQuery} WHERE ${balanceWhere} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`
-        : `${baseQuery} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`;
+      const query = `
+        ${baseSelect}
+        ${cursor ? keysetPredicate : ""}
+        ${orderBy}
+        ${limitClause};
+      `;
 
-      // Execute query
-      const rows = (await prisma.$queryRawUnsafe(finalQuery)) as RawRow[];
+      const rows = (await prisma.$queryRawUnsafe(query)) as RawRow[];
 
-      // totalCount — count distinct patients that have payments in the date window (and if minBalanceOnly, only those with positive balance)
-      let countSql = "";
-      if (hasFrom && hasTo) {
-        if (minBalanceOnly) {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id,
-                     SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
-                     SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
-                     SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
-              FROM "Payment" pay
-              WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
-              GROUP BY pay."patientId"
-            ) t
-            WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
-          `;
-        } else {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id
-              FROM "Payment" pay
-              WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
-              GROUP BY pay."patientId"
-            ) t
-          `;
-        }
-      } else if (hasFrom) {
-        if (minBalanceOnly) {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id,
-                     SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
-                     SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
-                     SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
-              FROM "Payment" pay
-              WHERE pay."createdAt" >= ${fromLit}
-              GROUP BY pay."patientId"
-            ) t
-            WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
-          `;
-        } else {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id
-              FROM "Payment" pay
-              WHERE pay."createdAt" >= ${fromLit}
-              GROUP BY pay."patientId"
-            ) t
-          `;
-        }
-      } else if (hasTo) {
-        if (minBalanceOnly) {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id,
-                     SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
-                     SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
-                     SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
-              FROM "Payment" pay
-              WHERE pay."createdAt" <= ${toLit}
-              GROUP BY pay."patientId"
-            ) t
-            WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
-          `;
-        } else {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id
-              FROM "Payment" pay
-              WHERE pay."createdAt" <= ${toLit}
-              GROUP BY pay."patientId"
-            ) t
-          `;
-        }
+      // Build nextCursor from last returned row (if any)
+      let nextCursor: string | null = null;
+
+      // Explicitly handle empty result set
+      if (rows.length === 0) {
+        nextCursor = null;
       } else {
-        if (minBalanceOnly) {
-          countSql = `
-            SELECT COUNT(*)::int AS cnt FROM (
-              SELECT pay."patientId" AS patient_id,
-                     SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
-                     SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
-                     SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
-              FROM "Payment" pay
-              GROUP BY pay."patientId"
-            ) t
-            WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
-          `;
+        // rows.length > 0 here, but do an explicit last-check to make TS happy
+        const last = rows[rows.length - 1];
+        if (!last) {
+          // defensive — should not happen, but satisfies strict checks
+          nextCursor = null;
         } else {
-          countSql = `SELECT COUNT(DISTINCT "patientId")::int AS cnt FROM "Payment"`;
+          const lastPaymentDateIso = last.last_payment_date
+            ? 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 {
+            nextCursor = null;
+          }
         }
       }
 
-      const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
-        cnt: number;
-      }[];
-      const totalCount = cntRows?.[0]?.cnt ?? 0;
+      // Determine hasMore: if we returned exactly limit, there *may* be more.
+      const hasMore = rows.length === safeLimit;
 
+      // Convert rows to PatientBalanceRow
       const balances: PatientBalanceRow[] = rows.map((r) => ({
         patientId: Number(r.patient_id),
         firstName: r.first_name,
         lastName: r.last_name,
         totalCharges: Number(r.total_charges ?? 0),
-        totalPayments: Number(r.total_payments ?? 0),
+        totalPayments: Number(r.total_paid ?? 0),
         totalAdjusted: Number(r.total_adjusted ?? 0),
         currentBalance: Number(r.current_balance ?? 0),
         lastPaymentDate: r.last_payment_date
@@ -272,9 +274,35 @@ 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,
       }));
 
-      return { balances, totalCount };
+      // totalCount: count of patients with positive balance within same payment date filter
+      const countSql = `
+        SELECT COUNT(*)::int AS cnt FROM (
+          SELECT pay."patientId" AS patient_id,
+                 SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
+                 SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
+                 SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
+          FROM "Payment" pay
+          ${paymentWhereClause}
+          GROUP BY pay."patientId"
+        ) t
+        WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0;
+      `;
+      const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
+        cnt: number;
+      }[];
+      const totalCount = cntRows?.[0]?.cnt ?? 0;
+
+      return {
+        balances,
+        totalCount,
+        nextCursor,
+        hasMore,
+      };
     } catch (err) {
       console.error("[paymentsReportsStorage.getPatientBalances] error:", err);
       throw err;

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

@@ -0,0 +1,181 @@
+import React, { useCallback, useEffect, useState } from "react";
+import { useQuery } from "@tanstack/react-query";
+import { apiRequest } from "@/lib/queryClient";
+import PatientsBalancesList, { GenericRow } from "./patients-balances-list";
+
+type DoctorOption = { id: string; name: string };
+type DoctorCollectionRow = {
+  doctorId: string;
+  doctorName: string;
+  totalCollected?: number;
+  totalCharges?: number;
+  totalPayments?: number;
+  currentBalance?: number;
+};
+
+type CollectionsResp = {
+  rows: DoctorCollectionRow[];
+  totalCount?: number;
+  nextCursor?: string | null;
+  hasMore?: boolean;
+};
+
+export default function CollectionsByDoctorReport({
+  startDate,
+  endDate,
+}: {
+  startDate: string;
+  endDate: string;
+}) {
+  const [doctorId, setDoctorId] = useState<string | "">("");
+
+  // pagination (cursor) state
+  const perPage = 10;
+  const [cursorStack, setCursorStack] = useState<(string | null)[]>([null]);
+  const [cursorIndex, setCursorIndex] = useState<number>(0);
+  const currentCursor = cursorStack[cursorIndex] ?? null;
+  const pageIndex = cursorIndex + 1; // 1-based for UI
+
+  // load doctors for selector
+  const { data: doctors } = useQuery<DoctorOption[], Error>({
+    queryKey: ["doctors"],
+    queryFn: async () => {
+      const res = await apiRequest("GET", "/api/doctors");
+      if (!res.ok) {
+        const b = await res
+          .json()
+          .catch(() => ({ message: "Failed to load doctors" }));
+        throw new Error(b.message || "Failed to load doctors");
+      }
+      return res.json();
+    },
+    staleTime: 60_000,
+  });
+
+  // rows (collections by doctor) - cursor-based request
+  const {
+    data: collectionData,
+    isLoading: isLoadingRows,
+    isError: isErrorRows,
+    refetch,
+  } = useQuery<CollectionsResp, Error>({
+    queryKey: [
+      "collections-by-doctor-rows",
+      doctorId,
+      currentCursor,
+      perPage,
+      startDate,
+      endDate,
+    ],
+    queryFn: async () => {
+      const params = new URLSearchParams();
+      params.set("limit", String(perPage));
+      if (currentCursor) params.set("cursor", currentCursor);
+      if (doctorId) params.set("doctorId", doctorId);
+      if (startDate) params.set("from", startDate);
+      if (endDate) params.set("to", endDate);
+
+      const res = await apiRequest(
+        "GET",
+        `/api/payments-reports/collections-by-doctor?${params.toString()}`
+      );
+      if (!res.ok) {
+        const b = await res
+          .json()
+          .catch(() => ({ message: "Failed to load collections" }));
+        throw new Error(b.message || "Failed to load collections");
+      }
+      return res.json();
+    },
+    enabled: true,
+    staleTime: 30_000,
+  });
+
+  // derived pagination info
+  const rows = collectionData?.rows ?? [];
+  const totalCount = collectionData?.totalCount ?? undefined;
+  const nextCursor = collectionData?.nextCursor ?? null;
+  const hasMore = collectionData?.hasMore ?? false;
+
+  // reset cursor when filters change (doctor/date)
+  useEffect(() => {
+    setCursorStack([null]);
+    setCursorIndex(0);
+    refetch();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [doctorId, startDate, endDate]);
+
+  const handleNext = useCallback(() => {
+    const idx = cursorIndex;
+    const isLastKnown = idx === cursorStack.length - 1;
+    if (isLastKnown) {
+      if (nextCursor) {
+        setCursorStack((s) => [...s, nextCursor]);
+        setCursorIndex((i) => i + 1);
+      }
+    } else {
+      setCursorIndex((i) => i + 1);
+    }
+  }, [cursorIndex, cursorStack.length, nextCursor]);
+
+  const handlePrev = useCallback(() => {
+    setCursorIndex((i) => Math.max(0, i - 1));
+  }, []);
+
+  // Map doctor rows into GenericRow (consistent)
+  const mapDoctorToGeneric = (r: DoctorCollectionRow): GenericRow => {
+    const totalCharges = Number(r.totalCharges ?? 0);
+    const totalPayments = Number(r.totalCollected ?? r.totalPayments ?? 0);
+    return {
+      id: r.doctorId,
+      name: r.doctorName,
+      currentBalance: 0,
+      totalCharges,
+      totalPayments,
+    };
+  };
+
+  const genericRows: GenericRow[] = rows.map(mapDoctorToGeneric);
+
+  return (
+    <div>
+      <div className="mb-4 grid grid-cols-1 md:grid-cols-3 gap-4">
+        <div>
+          <label className="text-sm text-gray-700 block mb-1">Doctor</label>
+          <select
+            value={doctorId}
+            onChange={(e) => setDoctorId(e.target.value)}
+            className="w-full border rounded px-2 py-1"
+          >
+            <option value="">All doctors</option>
+            {doctors?.map((d) => (
+              <option key={d.id} value={d.id}>
+                {d.name}
+              </option>
+            ))}
+          </select>
+        </div>
+      </div>
+
+      <PatientsBalancesList
+        rows={genericRows}
+        reportType="collections_by_doctor"
+        loading={isLoadingRows}
+        error={
+          isErrorRows
+            ? "Failed to load collections for the selected doctor/date range."
+            : false
+        }
+        emptyMessage="No collection data for the selected doctor/date range."
+        // cursor props (cursor-only approach)
+        pageIndex={pageIndex}
+        perPage={perPage}
+        total={totalCount}
+        onPrev={handlePrev}
+        onNext={handleNext}
+        hasPrev={cursorIndex > 0}
+        hasNext={hasMore}
+      />
+    </div>
+  );
+}

apps/Frontend/src/components/reports/pagination-controls.tsx

@@ -0,0 +1,71 @@
+import React from "react";
+import {
+  Pagination,
+  PaginationContent,
+  PaginationItem,
+  PaginationNext,
+  PaginationPrevious,
+} from "@/components/ui/pagination";
+
+export default function PaginationControls({
+  pageIndex,
+  perPage,
+  total,
+  onPrev,
+  onNext,
+  hasPrev,
+  hasNext,
+}: {
+  /** 1-based page index (for display). Pass cursorIndex + 1 from parent. */
+  pageIndex: number;
+  perPage: number;
+  /** optional totalCount from backend (if provided) */
+  total?: number | undefined;
+  onPrev: () => void;
+  onNext: () => void;
+  hasPrev: boolean;
+  hasNext: boolean;
+}) {
+  const startItem = total === 0 ? 0 : (pageIndex - 1) * perPage + 1;
+  const endItem = Math.min(pageIndex * perPage, total ?? pageIndex * perPage);
+
+  return (
+    <div className="flex items-center justify-between gap-4">
+      <div className="text-sm text-muted-foreground whitespace-nowrap">
+        {typeof total === "number"
+          ? `Showing ${startItem}-${endItem} of ${total}`
+          : `Page ${pageIndex}`}
+      </div>
+
+      <div>
+        <Pagination>
+          <PaginationContent>
+            <PaginationItem>
+              <PaginationPrevious
+                href="#"
+                onClick={(e: any) => {
+                  e.preventDefault();
+                  if (hasPrev) onPrev();
+                }}
+                className={hasPrev ? "" : "pointer-events-none opacity-50"}
+              />
+            </PaginationItem>
+
+            <div className="px-2" />
+
+            <PaginationItem>
+              <PaginationNext
+                href="#"
+                onClick={(e: any) => {
+                  e.preventDefault();
+                  if (hasNext) onNext();
+                }}
+                className={hasNext ? "" : "pointer-events-none opacity-50"}
+              />
+            </PaginationItem>
+          </PaginationContent>
+        </Pagination>
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,130 @@
+import React from "react";
+import { DollarSign } from "lucide-react";
+import PaginationControls from "./pagination-controls";
+
+export type GenericRow = {
+  id: string | number;
+  name: string;
+  currentBalance: number;
+  totalCharges: number;
+  totalPayments: number;
+};
+
+export default function PatientsBalancesList({
+  rows,
+  reportType,
+  loading,
+  error,
+  emptyMessage,
+  pageIndex = 1, // 1-based
+  perPage = 10,
+  total, // optional totalCount from backend
+  onPrev,
+  onNext,
+  hasPrev,
+  hasNext,
+}: {
+  rows: GenericRow[];
+  reportType?: string | null;
+  loading?: boolean;
+  error?: string | boolean;
+  emptyMessage?: string;
+  // cursor props (required)
+  pageIndex?: number;
+  perPage?: number;
+  total?: number | undefined;
+  onPrev: () => void;
+  onNext: () => void;
+  hasPrev: boolean;
+  hasNext: boolean;
+}) {
+  const fmt = (v: number) =>
+    new Intl.NumberFormat("en-US", {
+      style: "currency",
+      currency: "USD",
+    }).format(v);
+
+  const reportTypeTitle = (rt?: string | null) => {
+    switch (rt) {
+      case "patients_with_balance":
+        return "Patients with Outstanding Balances";
+      case "patients_no_balance":
+        return "Patients with Zero Balance";
+      case "monthly_collections":
+        return "Monthly Collections";
+      case "collections_by_doctor":
+        return "Collections by Doctor";
+      default:
+        return "Balances";
+    }
+  };
+
+  return (
+    <div className="space-y-4">
+      <div className="bg-white rounded-lg border">
+        <div className="px-4 py-3 border-b bg-gray-50 flex items-center justify-between">
+          <h3 className="font-medium text-gray-900">
+            {reportTypeTitle(reportType)}
+          </h3>
+        </div>
+
+        <div className="divide-y min-h-[120px]">
+          {loading ? (
+            <div className="p-8 text-center text-gray-600">
+              <div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary mx-auto mb-4"></div>
+              <div>Loading {reportType ?? "data"}…</div>
+            </div>
+          ) : error ? (
+            <div className="p-8 text-center text-red-600">
+              <div className="mb-2 font-semibold">Could not fetch data</div>
+              <div className="text-sm text-red-500">
+                {typeof error === "string"
+                  ? error
+                  : "An error occurred while loading the report."}
+              </div>
+            </div>
+          ) : rows.length === 0 ? (
+            <div className="p-8 text-center text-gray-500">
+              <DollarSign className="h-12 w-12 mx-auto mb-3 text-gray-300" />
+              <p>{emptyMessage ?? "No rows for this report."}</p>
+            </div>
+          ) : (
+            rows.map((r) => (
+              <div key={r.id} className="p-4 hover:bg-gray-50">
+                <div className="flex justify-between items-center">
+                  <div>
+                    <h4 className="font-medium text-gray-900">{r.name}</h4>
+                    <p className="text-sm text-gray-500">ID: {r.id}</p>
+                  </div>
+
+                  <div className="text-right">
+                    <div className="text-lg font-semibold text-red-600">
+                      {fmt(r.currentBalance)}
+                    </div>
+                    <div className="text-sm text-gray-500">
+                      Charges: {fmt(r.totalCharges)} · Collected:{" "}
+                      {fmt(r.totalPayments)}
+                    </div>
+                  </div>
+                </div>
+              </div>
+            ))
+          )}
+        </div>
+
+        {/* Cursor pagination footer (cursor-only) */}
+        <div className="bg-white px-4 py-3 border-t border-gray-200">
+          <PaginationControls
+            pageIndex={pageIndex}
+            perPage={perPage}
+            total={total}
+            onPrev={onPrev}
+            onNext={onNext}
+            hasPrev={hasPrev}
+            hasNext={hasNext}
+          />
+        </div>
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,125 @@
+import React, { useCallback, useEffect, useState } from "react";
+import { useQuery } from "@tanstack/react-query";
+import { apiRequest } from "@/lib/queryClient";
+import type { PatientBalanceRow } from "@repo/db/types";
+import PatientsBalancesList from "./patients-balances-list";
+
+type Resp = {
+  balances: PatientBalanceRow[];
+  totalCount?: number; // optional
+  nextCursor?: string | null;
+  hasMore?: boolean;
+};
+
+export default function PatientsWithBalanceReport({
+  startDate,
+  endDate,
+}: {
+  startDate: string;
+  endDate: string;
+}) {
+  const balancesPerPage = 10;
+  const [cursorStack, setCursorStack] = useState<(string | null)[]>([null]);
+  const [cursorIndex, setCursorIndex] = useState(0);
+  const currentCursor = cursorStack[cursorIndex] ?? null;
+  const pageIndex = cursorIndex + 1; // 1-based for UI
+
+  const { data, isLoading, isError, refetch } = useQuery<Resp, Error>({
+    queryKey: [
+      "/api/payments-reports/patient-balances",
+      currentCursor,
+      balancesPerPage,
+      startDate,
+      endDate,
+    ],
+    queryFn: async () => {
+      const params = new URLSearchParams();
+      params.set("limit", String(balancesPerPage));
+      if (currentCursor) params.set("cursor", currentCursor);
+      if (startDate) params.set("from", startDate);
+      if (endDate) params.set("to", endDate);
+      const res = await apiRequest(
+        "GET",
+        `/api/payments-reports/patient-balances?${params.toString()}`
+      );
+      if (!res.ok) {
+        const body = await res
+          .json()
+          .catch(() => ({ message: "Failed to load patient balances" }));
+        throw new Error(body.message || "Failed to load patient balances");
+      }
+      return res.json();
+    },
+    enabled: true,
+    staleTime: 30_000,
+  });
+
+  const balances = data?.balances ?? [];
+  const totalCount = data?.totalCount ?? undefined;
+  const nextCursor = data?.nextCursor ?? null;
+  const hasMore = data?.hasMore ?? false;
+
+  useEffect(() => {
+    setCursorStack([null]);
+    setCursorIndex(0);
+    refetch();
+  }, [startDate, endDate]);
+
+  const handleNext = useCallback(() => {
+    const idx = cursorIndex;
+    const isLastKnown = idx === cursorStack.length - 1;
+    if (isLastKnown) {
+      if (nextCursor) {
+        setCursorStack((s) => [...s, nextCursor]);
+        setCursorIndex((i) => i + 1);
+      }
+    } else {
+      setCursorIndex((i) => i + 1);
+    }
+  }, [cursorIndex, cursorStack.length, nextCursor]);
+
+  const handlePrev = useCallback(() => {
+    setCursorIndex((i) => Math.max(0, i - 1));
+  }, []);
+
+  const normalized = balances.map((b) => {
+    const currentBalance = Number(b.currentBalance ?? 0);
+    const totalCharges = Number(b.totalCharges ?? 0);
+    const totalPayments =
+      b.totalPayments != null
+        ? Number(b.totalPayments)
+        : Number(totalCharges - currentBalance);
+    return {
+      id: b.patientId,
+      name: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
+      currentBalance,
+      totalCharges,
+      totalPayments,
+    };
+  });
+
+  return (
+    <div>
+      <div className="mb-4">
+        <PatientsBalancesList
+          rows={normalized}
+          reportType="patients_with_balance"
+          loading={isLoading}
+          error={
+            isError
+              ? "Failed to load patient balances for the selected date range."
+              : false
+          }
+          emptyMessage="No patient balances for the selected date range."
+          pageIndex={pageIndex}
+          perPage={balancesPerPage}
+          total={totalCount}
+          onPrev={handlePrev}
+          onNext={handleNext}
+          hasPrev={cursorIndex > 0}
+          hasNext={hasMore}
+        />
+      </div>
+    </div>
+  );
+}

apps/Frontend/src/components/reports/report-config.tsx

@@ -0,0 +1,137 @@
+import React from "react";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Label } from "@/components/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Calendar } from "lucide-react";
+import { formatLocalDate, parseLocalDate } from "@/utils/dateUtils";
+import { DateInput } from "@/components/ui/dateInput";
+
+type ReportType =
+  | "patients_with_balance"
+  | "patients_no_balance"
+  | "monthly_collections"
+  | "collections_by_doctor"
+  | "procedure_codes_by_doctor"
+  | "payment_methods"
+  | "insurance_vs_patient_payments"
+  | "aging_report";
+
+export default function ReportConfig({
+  startDate,
+  endDate,
+  setStartDate,
+  setEndDate,
+  selectedReportType,
+  setSelectedReportType,
+}: {
+  startDate: string; // "" or "YYYY-MM-DD"
+  endDate: string;
+  setStartDate: (s: string) => void;
+  setEndDate: (s: string) => void;
+  selectedReportType: ReportType;
+  setSelectedReportType: (r: ReportType) => void;
+}) {
+  // Convert incoming string -> Date | null using your parseLocalDate utility.
+  // parseLocalDate can throw for invalid strings, so guard with try/catch.
+  let startDateObj: Date | null = null;
+  if (startDate) {
+    try {
+      startDateObj = parseLocalDate(startDate);
+    } catch {
+      startDateObj = null;
+    }
+  }
+
+  let endDateObj: Date | null = null;
+  if (endDate) {
+    try {
+      endDateObj = parseLocalDate(endDate);
+    } catch {
+      endDateObj = null;
+    }
+  }
+
+  return (
+    <Card>
+      <CardHeader>
+        <CardTitle className="flex items-center gap-2">
+          <Calendar className="h-5 w-5" /> Report Configuration
+        </CardTitle>
+      </CardHeader>
+
+      <CardContent className="space-y-4">
+        <div className="text-sm text-gray-500">
+          Choose the report type and date range.
+        </div>
+
+        <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
+          <div>
+            <DateInput
+              label="Start Date"
+              value={startDateObj}
+              onChange={(d) => {
+                setStartDate(d ? formatLocalDate(d) : "");
+              }}
+              disableFuture
+            />
+          </div>
+
+          <div>
+            <DateInput
+              label="End Date"
+              value={endDateObj}
+              onChange={(d) => {
+                setEndDate(d ? formatLocalDate(d) : "");
+              }}
+              disableFuture
+            />
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="report-type">Report Type</Label>
+            <Select
+              value={selectedReportType}
+              onValueChange={(v) => setSelectedReportType(v as ReportType)}
+            >
+              <SelectTrigger>
+                <SelectValue placeholder="Select report type" />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="patients_with_balance">
+                  Patients with Outstanding Balance
+                </SelectItem>
+                <SelectItem value="collections_by_doctor">
+                  Collections by Doctor
+                </SelectItem>
+                <SelectItem value="patients_no_balance">
+                  Patients with Zero Balance
+                </SelectItem>
+                <SelectItem value="monthly_collections">
+                  Monthly Collections Summary
+                </SelectItem>
+                <SelectItem value="procedure_codes_by_doctor">
+                  Procedure Codes by Doctor
+                </SelectItem>
+                <SelectItem value="payment_methods">
+                  Payment Methods Breakdown
+                </SelectItem>
+                <SelectItem value="insurance_vs_patient_payments">
+                  Insurance vs Patient Payments
+                </SelectItem>
+                <SelectItem value="aging_report">
+                  Accounts Receivable Aging
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </div>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

apps/Frontend/src/components/reports/summary-cards.tsx

@@ -0,0 +1,116 @@
+import React from "react";
+import { Card, CardContent } from "@/components/ui/card";
+import { useQuery } from "@tanstack/react-query";
+import { apiRequest } from "@/lib/queryClient";
+
+type SummaryResp = {
+  totalPatients?: number;
+  patientsWithBalance?: number;
+  totalOutstanding?: number;
+  totalCollected?: number;
+};
+
+function fmtCurrency(v: number) {
+  return new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency: "USD",
+  }).format(v);
+}
+
+export default function SummaryCards({
+  startDate,
+  endDate,
+}: {
+  startDate: string;
+  endDate: string;
+}) {
+  // Query the server summary for the given date range
+  const { data, isLoading, isError } = useQuery<SummaryResp, Error>({
+    queryKey: ["/api/payments-reports/summary", startDate, endDate],
+    queryFn: async () => {
+      const params = new URLSearchParams();
+      if (startDate) params.set("from", startDate);
+      if (endDate) params.set("to", endDate);
+      const endpoint = `/api/payments-reports/summary?${params.toString()}`;
+      const res = await apiRequest("GET", endpoint);
+      if (!res.ok) {
+        const body = await res
+          .json()
+          .catch(() => ({ message: "Failed to load dashboard summary" }));
+        throw new Error(body?.message ?? "Failed to load dashboard summary");
+      }
+      return res.json();
+    },
+    enabled: Boolean(startDate && endDate),
+    staleTime: 30_000,
+  });
+
+  const totalPatients = data?.totalPatients ?? 0;
+  const patientsWithBalance = data?.patientsWithBalance ?? 0;
+  const patientsNoBalance = Math.max(
+    0,
+    (data?.totalPatients ?? 0) - (data?.patientsWithBalance ?? 0)
+  );
+  const totalOutstanding = data?.totalOutstanding ?? 0;
+  const totalCollected = data?.totalCollected ?? 0;
+
+  return (
+    <Card className="pt-4 pb-4">
+      <CardContent>
+        {/* Heading */}
+        <div className="mb-3">
+          <h2 className="text-base font-semibold text-gray-800">
+            Report summary
+          </h2>
+          <p className="text-sm text-gray-500">
+            Data covers the selected time frame
+          </p>
+        </div>
+
+        {/* Stats grid */}
+        <div className="grid grid-cols-2 md:grid-cols-5 gap-4 pt-4">
+          <div className="text-center">
+            <div className="text-lg font-semibold text-blue-600">
+              {isLoading ? "—" : totalPatients}
+            </div>
+            <p className="text-sm text-gray-600">Total Patients</p>
+          </div>
+
+          <div className="text-center">
+            <div className="text-lg font-semibold text-red-600">
+              {isLoading ? "—" : patientsWithBalance}
+            </div>
+            <p className="text-sm text-gray-600">With Balance</p>
+          </div>
+
+          <div className="text-center">
+            <div className="text-lg font-semibold text-green-600">
+              {isLoading ? "—" : patientsNoBalance}
+            </div>
+            <p className="text-sm text-gray-600">Zero Balance</p>
+          </div>
+
+          <div className="text-center">
+            <div className="text-lg font-semibold text-orange-600">
+              {isLoading ? "—" : fmtCurrency(totalOutstanding)}
+            </div>
+            <p className="text-sm text-gray-600">Outstanding</p>
+          </div>
+
+          <div className="text-center">
+            <div className="text-lg font-semibold text-purple-600">
+              {isLoading ? "—" : fmtCurrency(totalCollected)}
+            </div>
+            <p className="text-sm text-gray-600">Collected</p>
+          </div>
+        </div>
+
+        {isError && (
+          <div className="mt-3 text-sm text-red-600">
+            Failed to load summary. Check server or network.
+          </div>
+        )}
+      </CardContent>
+    </Card>
+  );
+}

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

@@ -1,31 +1,11 @@
-// apps/Frontend/src/pages/reports-page.tsx
-import { useState } from "react";
-import { useQuery } from "@tanstack/react-query";
-import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
-import { Button } from "@/components/ui/button";
-import { Input } from "@/components/ui/input";
-import { Label } from "@/components/ui/label";
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from "@/components/ui/select";
-import { Badge } from "@/components/ui/badge";
-import { Separator } from "@/components/ui/separator";
-import {
-  DollarSign,
-  FileText,
-  Download,
-  AlertCircle,
-  Calendar,
-  Users,
-  TrendingUp,
-} from "lucide-react";
+import React, { useState } from "react";
+import { Download } from "lucide-react";
 import { useAuth } from "@/hooks/use-auth";
-import { apiRequest } from "@/lib/queryClient"; // <<-- your helper
-import type { PatientBalanceRow } from "@repo/db/types";
+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"
@@ -37,26 +17,16 @@ type ReportType =
   | "insurance_vs_patient_payments"
   | "aging_report";
 
-interface PatientBalancesResponse {
-  balances: PatientBalanceRow[];
-  totalCount: number;
-}
-
-export default function ReportsPage() {
+export default function ReportPage() {
   const { user } = useAuth();
 
-  // pagination state for patient balances
-  const [balancesPage, setBalancesPage] = useState<number>(1);
-  const balancesPerPage = 10;
-
-  // date range state (for dashboard summary)
-  const [startDate, setStartDate] = useState(() => {
+  const [startDate, setStartDate] = useState<string>(() => {
     const d = new Date();
     d.setMonth(d.getMonth() - 1);
-    return d.toISOString().split("T")[0];
+    return d.toISOString().split("T")[0] ?? "";
   });
-  const [endDate, setEndDate] = useState(
-    () => new Date().toISOString().split("T")[0]
+  const [endDate, setEndDate] = useState<string>(
+    () => new Date().toISOString().split("T")[0] ?? ""
   );
 
   const [selectedReportType, setSelectedReportType] = useState<ReportType>(
@@ -64,413 +34,73 @@ export default function ReportsPage() {
   );
   const [isGenerating, setIsGenerating] = useState(false);
 
-  // --- 1) patient balances (paginated) using apiRequest ---
-  const {
-    data: patientBalancesResponse,
-    isLoading: isLoadingBalances,
-    isError: isErrorBalances,
-  } = useQuery<PatientBalancesResponse>({
-    queryKey: [
-      "/api/payments-reports/patient-balances",
-      balancesPage,
-      balancesPerPage,
-      startDate,
-      endDate,
-      selectedReportType,
-    ],
-    queryFn: async () => {
-      const offset = (balancesPage - 1) * balancesPerPage;
-      const minBalanceFlag = selectedReportType === "patients_with_balance";
-      const endpoint = `/api/payments-reports/patient-balances?limit=${balancesPerPage}&offset=${offset}&minBalance=${minBalanceFlag}&from=${encodeURIComponent(
-        String(startDate)
-      )}&to=${encodeURIComponent(String(endDate))}`;
-      const res = await apiRequest("GET", endpoint);
-      if (!res.ok) {
-        const body = await res
-          .json()
-          .catch(() => ({ message: "Failed to load patient balances" }));
-        throw new Error(body.message || "Failed to load patient balances");
-      }
-      return res.json();
-    },
-    enabled: !!user,
-  });
-
-  const patientBalances: PatientBalanceRow[] =
-    patientBalancesResponse?.balances ?? [];
-  const patientBalancesTotal = patientBalancesResponse?.totalCount ?? 0;
-
-  // --- 2) dashboard summary (separate route/storage) using apiRequest ---
-  const { data: dashboardSummary, isLoading: isLoadingSummary } = useQuery({
-    queryKey: [
-      "/api/payments-reports/summary",
-      String(startDate),
-      String(endDate),
-    ],
-    queryFn: async () => {
-      const endpoint = `/api/payments-reports/summary?from=${encodeURIComponent(
-        String(startDate)
-      )}&to=${encodeURIComponent(String(endDate))}`;
-      const res = await apiRequest("GET", endpoint);
-      if (!res.ok) {
-        const body = await res
-          .json()
-          .catch(() => ({ message: "Failed to load dashboard summary" }));
-        throw new Error(body.message || "Failed to load dashboard summary");
-      }
-      return res.json();
-    },
-    enabled: !!user,
-  });
-
-  // format currency for numbers in dollars (storage returns decimal numbers like 123.45)
-  const formatCurrency = (amountDollars: number | undefined | null) => {
-    const value = Number(amountDollars ?? 0);
-    return new Intl.NumberFormat("en-US", {
-      style: "currency",
-      currency: "USD",
-    }).format(value);
-  };
-
-  // summary stats: use dashboardSummary for totals (server-driven) and derive other counts from paginated balances
-  const summaryStats = {
-    totalPatients: dashboardSummary?.totalPatients ?? 0,
-    // use the server-provided count of patients with balance inside range
-    patientsWithBalance: dashboardSummary?.patientsWithBalance ?? 0,
-    // patientsNoBalance: based on totalCount - patientsWithBalance (note: totalCount is number of patients with payments in range)
-    patientsNoBalance: Math.max(
-      0,
-      (dashboardSummary?.totalPatients ?? 0) -
-        (dashboardSummary?.patientsWithBalance ?? 0)
-    ),
-    totalOutstanding:
-      dashboardSummary?.totalOutstanding ??
-      patientBalances.reduce((s, b) => s + (b.currentBalance ?? 0), 0),
-    totalCollected: dashboardSummary?.totalCollected ?? 0,
-  };
-
   const generateReport = async () => {
     setIsGenerating(true);
-    await new Promise((r) => setTimeout(r, 900));
-    setIsGenerating(false);
+    try {
+      // placeholder: implement export per-report endpoint
+      await new Promise((r) => setTimeout(r, 900));
+    } finally {
+      setIsGenerating(false);
+    }
   };
 
-  // -------------------- report rendering (only patients_with_balance wired) --------------------
-  // -------------------- report rendering (only patients_with_balance wired) --------------------
-  const renderPatientsWithBalance = () => {
-    // Use patientBalances for the current page list (already minBalance filtered if selectedReportType === 'patients_with_balance')
-    const patientsWithBalance = patientBalances
-      .filter((b) => (b.currentBalance ?? 0) > 0)
-      .map((b) => ({
-        patientId: b.patientId,
-        patientName: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
-        currentBalance: b.currentBalance ?? 0,
-        totalCharges: b.totalCharges ?? 0,
-        totalPayments: b.totalPayments ?? 0,
-      }));
-
-    const totalOutstanding = patientsWithBalance.reduce(
-      (s, p) => s + p.currentBalance,
-      0
-    );
-    const avgBalance = patientsWithBalance.length
-      ? totalOutstanding / patientsWithBalance.length
-      : 0;
-
+  if (!user) {
     return (
-      <div className="space-y-4">
-        <div className="grid grid-cols-3 gap-4 mb-6">
-          <Card>
-            <CardContent className="p-4">
-              <div className="text-2xl font-bold text-red-600">
-                {summaryStats.patientsWithBalance}
-              </div>
-              <p className="text-sm text-gray-600">Patients with Balance</p>
-            </CardContent>
-          </Card>
-
-          <Card>
-            <CardContent className="p-4">
-              <div className="text-2xl font-bold text-red-600">
-                {formatCurrency(summaryStats.totalOutstanding)}
-              </div>
-              <p className="text-sm text-gray-600">Total Outstanding</p>
-            </CardContent>
-          </Card>
-
-          <Card>
-            <CardContent className="p-4">
-              <div className="text-2xl font-bold text-blue-600">
-                {formatCurrency(avgBalance)}
-              </div>
-              <p className="text-sm text-gray-600">
-                Average Balance (visible page)
-              </p>
-            </CardContent>
-          </Card>
-        </div>
-
-        <div className="bg-white rounded-lg border">
-          <div className="px-4 py-3 border-b bg-gray-50">
-            <h3 className="font-medium text-gray-900">
-              Patients with Outstanding Balances
-            </h3>
-          </div>
-
-          <div className="divide-y">
-            {patientsWithBalance.length === 0 ? (
-              <div className="p-8 text-center text-gray-500">
-                <DollarSign className="h-12 w-12 mx-auto mb-3 text-gray-300" />
-                <p>No patients have outstanding balances on this page</p>
-              </div>
-            ) : (
-              patientsWithBalance.map((p) => (
-                <div key={p.patientId} className="p-4 hover:bg-gray-50">
-                  <div className="flex justify-between items-center">
-                    <div>
-                      <h4 className="font-medium text-gray-900">
-                        {p.patientName}
-                      </h4>
-                      <p className="text-sm text-gray-500">
-                        Patient ID: {p.patientId}
-                      </p>
-                    </div>
-
-                    <div className="text-right">
-                      <div className="text-lg font-semibold text-red-600">
-                        {formatCurrency(p.currentBalance)}
-                      </div>
-                      <div className="text-sm text-gray-500">
-                        Charges: {formatCurrency(p.totalCharges)}
-                      </div>
-                    </div>
-                  </div>
-                </div>
-              ))
-            )}
-          </div>
-        </div>
-
-        {/* pagination controls for balances */}
-        <div className="flex items-center justify-between mt-4">
-          <div className="text-sm text-gray-600">
-            Showing {(balancesPage - 1) * balancesPerPage + 1} -{" "}
-            {Math.min(balancesPage * balancesPerPage, patientBalancesTotal)} of{" "}
-            {patientBalancesTotal}
-          </div>
-
-          <div className="space-x-2">
-            <Button
-              disabled={balancesPage <= 1}
-              onClick={() => setBalancesPage((p) => Math.max(1, p - 1))}
-            >
-              Previous
-            </Button>
-            <Button
-              disabled={balancesPage * balancesPerPage >= patientBalancesTotal}
-              onClick={() => setBalancesPage((p) => p + 1)}
-            >
-              Next
-            </Button>
-          </div>
-        </div>
-      </div>
+      <div className="text-center py-8">Please sign in to view reports.</div>
     );
-  };
-
-  const renderReportContent = () => {
-    if (isLoadingBalances || isLoadingSummary) {
-      return (
-        <div className="text-center py-12">
-          <div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary mx-auto mb-4"></div>
-          <p className="text-gray-600">Loading report data...</p>
-        </div>
-      );
-    }
-
-    if ((patientBalances?.length ?? 0) === 0) {
-      return (
-        <div className="text-center py-12">
-          <AlertCircle className="h-12 w-12 text-amber-500 mx-auto mb-4" />
-          <h3 className="text-lg font-semibold text-gray-900 mb-2">
-            Financial Data Not Available
-          </h3>
-          <p className="text-gray-600 mb-4">
-            No patient balance data yet. Add payments/service lines to populate
-            reports.
-          </p>
-          <div className="text-sm text-gray-500">
-            <p>
-              Date range: {startDate} to {endDate}
-            </p>
-          </div>
-        </div>
-      );
-    }
-
-    switch (selectedReportType) {
-      case "patients_with_balance":
-        return renderPatientsWithBalance();
-
-      default:
-        return (
-          <div className="text-center py-12">
-            <FileText className="h-12 w-12 text-gray-300 mx-auto mb-4" />
-            <h3 className="text-lg font-semibold text-gray-900 mb-2">
-              Report Type Not Implemented
-            </h3>
-            <p className="text-gray-600">
-              The "{selectedReportType}" report is being developed. For now use
-              "Patients with Outstanding Balance".
-            </p>
-          </div>
-        );
-    }
-  };
+  }
 
   return (
-    <div>
-      <div className="flex flex-col md:flex-row md:items-center md:justify-between mb-6">
+    <div className="container mx-auto space-y-6">
+      {/* Header Section */}
+      <div className="flex justify-between items-center">
         <div>
-          <h1 className="text-2xl font-semibold text-gray-900">
+          <h1 className="text-3xl font-bold tracking-tight">
             Financial Reports
           </h1>
-          <p className="text-gray-600">
+          <p className="text-muted-foreground">
             Generate comprehensive financial reports for your practice
           </p>
         </div>
 
+        {/* Export Button (Top Right) */}
         <Button
           onClick={generateReport}
           disabled={isGenerating}
-          className="mt-4 md:mt-0"
+          className="default"
         >
-          <Download className="h-4 w-4 mr-2" />{" "}
+          <Download className="h-4 w-4 mr-2" />
           {isGenerating ? "Generating..." : "Export Report"}
         </Button>
       </div>
 
-      <Card>
-        <CardHeader>
-          <CardTitle className="flex items-center gap-2">
-            <Calendar className="h-5 w-5" />
-            Report Configuration
-          </CardTitle>
-        </CardHeader>
+      <div className="mb-4">
+        <ReportConfig
+          startDate={startDate}
+          endDate={endDate}
+          setStartDate={setStartDate}
+          setEndDate={setEndDate}
+          selectedReportType={selectedReportType}
+          setSelectedReportType={setSelectedReportType}
+        />
+      </div>
 
-        <CardContent className="space-y-4">
-          <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
-            <div className="space-y-2">
-              <Label htmlFor="start-date">Start Date</Label>
-              <Input
-                id="start-date"
-                type="date"
-                value={startDate}
-                onChange={(e) => setStartDate(e.target.value)}
-              />
-            </div>
+      {/* SINGLE authoritative SummaryCards instance for the page */}
+      <div className="mb-4">
+        <SummaryCards startDate={startDate} endDate={endDate} />
+      </div>
 
-            <div className="space-y-2">
-              <Label htmlFor="end-date">End Date</Label>
-              <Input
-                id="end-date"
-                type="date"
-                value={endDate}
-                onChange={(e) => setEndDate(e.target.value)}
-              />
-            </div>
+      <div>
+        {selectedReportType === "patients_with_balance" && (
+          <PatientsWithBalanceReport startDate={startDate} endDate={endDate} />
+        )}
 
-            <div className="space-y-2">
-              <Label htmlFor="report-type">Report Type</Label>
-              <Select
-                value={selectedReportType}
-                onValueChange={(v) => setSelectedReportType(v as ReportType)}
-              >
-                <SelectTrigger>
-                  <SelectValue placeholder="Select report type" />
-                </SelectTrigger>
-                <SelectContent>
-                  <SelectItem value="patients_with_balance">
-                    Patients with Outstanding Balance
-                  </SelectItem>
-                  <SelectItem value="patients_no_balance">
-                    Patients with Zero Balance
-                  </SelectItem>
-                  <SelectItem value="monthly_collections">
-                    Monthly Collections Summary
-                  </SelectItem>
-                  <SelectItem value="collections_by_doctor">
-                    Collections by Each Doctor
-                  </SelectItem>
-                  <SelectItem value="procedure_codes_by_doctor">
-                    Procedure Codes Analysis by Doctors
-                  </SelectItem>
-                  <SelectItem value="payment_methods">
-                    Payment Methods Breakdown
-                  </SelectItem>
-                  <SelectItem value="insurance_vs_patient_payments">
-                    Insurance vs Patient Payments
-                  </SelectItem>
-                  <SelectItem value="aging_report">
-                    Accounts Receivable Aging
-                  </SelectItem>
-                </SelectContent>
-              </Select>
-            </div>
-          </div>
+        {selectedReportType === "collections_by_doctor" && (
+          <CollectionsByDoctorReport startDate={startDate} endDate={endDate} />
+        )}
 
-          <Separator />
-
-          <div className="grid grid-cols-2 md:grid-cols-5 gap-4">
-            <div className="text-center">
-              <div className="text-lg font-semibold text-blue-600">
-                {summaryStats.totalPatients}
-              </div>
-              <p className="text-sm text-gray-600">Total Patients</p>
-            </div>
-
-            <div className="text-center">
-              <div className="text-lg font-semibold text-red-600">
-                {summaryStats.patientsWithBalance}
-              </div>
-              <p className="text-sm text-gray-600">With Balance</p>
-            </div>
-
-            <div className="text-center">
-              <div className="text-lg font-semibold text-green-600">
-                {summaryStats.patientsNoBalance}
-              </div>
-              <p className="text-sm text-gray-600">Zero Balance</p>
-            </div>
-
-            <div className="text-center">
-              <div className="text-lg font-semibold text-orange-600">
-                {formatCurrency(summaryStats.totalOutstanding)}
-              </div>
-              <p className="text-sm text-gray-600">Outstanding</p>
-            </div>
-
-            <div className="text-center">
-              <div className="text-lg font-semibold text-purple-600">
-                {formatCurrency(summaryStats.totalCollected)}
-              </div>
-              <p className="text-sm text-gray-600">Collected</p>
-            </div>
-          </div>
-        </CardContent>
-      </Card>
-
-      <Card>
-        <CardHeader>
-          <CardTitle>
-            {selectedReportType === "patients_with_balance"
-              ? "Patients with Outstanding Balance"
-              : selectedReportType}
-          </CardTitle>
-        </CardHeader>
-
-        <CardContent>{renderReportContent()}</CardContent>
-      </Card>
+        {/* Add other report components here as needed */}
+      </div>
     </div>
   );
 }

packages/db/prisma/schema.prisma

@@ -243,6 +243,7 @@ model Payment {
 
   @@index([claimId])
   @@index([patientId])
+  @@index([createdAt])
 }
 
 model ServiceLineTransaction {