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/reports/payments ​

Payment analytics dashboard. The page wraps the six /api/v1/payments/reports/* endpoints into a single calm-design view and lets you drill straight into the underlying /payments (or /patients) list at every step.

Permissions ​

Gated by payments.reports.read. Roles that include it by default: admin, dentist, receptionist. Other report rows do not appear until the user also has payments.record.read (needed for the drill-down target).

Layout ​

The dashboard reads top-down:

  1. Hero row — two oversized cards.
    • Net collected shows the period total, a percentage delta versus the previous equal-length period, and a sparkline of the net across the trend buckets.
    • Outstanding receivable shows the clinic's pending balance plus four mini bars (0–30, 31–60, 61–90, 90+ days) with per-bucket totals and patient counts. Click a bar to jump to /patients filtered by debt.
  2. Secondary KPIs — collected, refunded, patient credit, refund ratio. The first two are clickable; collected jumps to the period in /payments, refunded adds has_refunds=true.
  3. Collection trend — area chart of net per bucket with a dashed refund overlay. Granularity toggle (day / week / month) on the header. Click any point to drill down to that bucket.
  4. By method — donut + legend. Click a slice → /payments?method=….
  5. By professional — top 8 bars of treatment performed (earned), not collected. Click jumps to /payments in the period.
  6. Receivables aging — full-width bars for each bucket. Each row drills to /patients?has_debt=true.
  7. Refunds by reason — distribution of refunds by recorded reason.

Filters ​

  • Period: FilterDateRange with quick presets (Today / 7d / 30d / This month / Quarter / Year). Default is the last 90 days.
  • Granularity: only affects the trend chart.

Empty states ​

If the selected period has zero data the secondary sections collapse into a single empty card. Each section renders its own empty state when only that section has no data (no methods, no professionals, no refunds, no receivable).

Off-books safety ​

This dashboard never compares paid against invoiced or earned against invoiced. The professional breakdown is treatment performed, not billed. See payments/CLAUDE.md "Gotchas" and ADR 0010.

  • /payments — list of every payment, target of most drill-downs.
  • /patients with has_debt=true — target of aging drill-downs.