[Invoices]: Dashboard widget for Recurring Invoices

SMART Plan — [Invoices] Dashboard widget: Recurring Invoice summary

Note: The original body contained implementation instructions for InvoicePlane v1 (CodeIgniter). v2 uses Laravel 11 + Filament v4 — the v2 approach is described below.

Specific

Add a Recurring Invoice Summary Filament widget to the company panel dashboard. The widget shows a compact table with three rows: projected totals for last year, this year, and next year, based on existing RecurringInvoice records scoped to the current company.

Measurable

A "Recurring Invoices" widget appears on the company dashboard.
The widget shows three rows: last year / this year / next year (projected).
Each row shows the total amount for that period, scoped to the current company.
Widget is hidden when no RecurringInvoice records exist.

Achievable

Create Modules/Invoices/Filament/Company/Widgets/RecurringInvoiceSummaryWidget.php extending Filament\Widgets\StatsOverviewWidget or a custom table widget.
The widget queries RecurringInvoice::forCompany() grouped by year.
Register the widget in the company panel provider or via the Invoices module's service provider.

Relevant

Recurring invoices represent predictable revenue. Surfacing a year-over-year summary on the dashboard lets admins spot trends without running a report.

Time-bound

Sprint 5.

Arrange · Act · Assert

// Modules/Invoices/Tests/Feature/DashboardTest.php

#[Test]
public function it_renders_the_recurring_invoice_summary_widget(): void
{
    /* Arrange */
    RecurringInvoice::factory()->for($this->company)->create([
        'amount'      => 1000,
        'next_run_at' => now()->startOfYear()->addMonths(2),
    ]);

    /* Act */
    $component = Livewire::actingAs($this->user)
        ->test(\Modules\Invoices\Filament\Company\Widgets\RecurringInvoiceSummaryWidget::class);

    /* Assert */
    $component->assertSuccessful();
    $component->assertSee((string) now()->year);
}

@coderabbitai make pull-request with AAA test Scenario's: Arrange, Act, Assert. And also make sure you test edge cases

@nielsdrost7

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Test Suggestions

Added to support future implementation of this request. The issue body contains a complete SMART Plan.

The issue already specifies a "Recurring Invoice Summary" widget that projects totals for last/current/next year. Beyond the basic AAA test in the body, consider these edge cases:

PHPUnit: it_hides_the_widget_when_no_recurring_invoices_exist()

#[Test]
public function it_hides_the_widget_when_no_recurring_invoices_exist(): void
{
    /* Arrange */
    // No RecurringInvoice records created

    /* Act */
    $component = Livewire::actingAs($this->user)
        ->test(RecurringInvoiceSummaryWidget::class, ['tenant' => Str::lower($this->company->search_code)]);

    /* Assert */
    $component->assertNotVisible(); // or assertAttributeSet('visible', false);
}

PHPUnit: it_groups_recurring_invoices_by_year_correctly()

#[Test]
public function it_groups_recurring_invoices_by_year_correctly(): void
{
    /* Arrange */
    RecurringInvoice::factory()->for($this->company)->create([
        'amount'      => 500,
        'next_run_at' => now()->subYear()->startOfYear()->addMonths(2),
    ]);
    RecurringInvoice::factory()->for($this->company)->create([
        'amount'      => 1000,
        'next_run_at' => now()->startOfYear()->addMonths(2),
    ]);
    RecurringInvoice::factory()->for($this->company)->create([
        'amount'      => 750,
        'next_run_at' => now()->addYear()->startOfYear()->addMonths(2),
    ]);

    /* Act */
    $component = Livewire::actingAs($this->user)
        ->test(RecurringInvoiceSummaryWidget::class, ['tenant' => Str::lower($this->company->search_code)]);

    /* Assert */
    $component->assertSuccessful();
    $component->assertSee('500'); // Last year total
    $component->assertSee('1000'); // This year total
    $component->assertSee('750'); // Next year total
}

Edge case: What does the widget show if there are recurring invoices with next_run_at dates spread across months within a single year? Does it only count invoices with next_run_at in the year range, or does it also include all-time recurring invoices?

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[Invoices]: Dashboard widget for Recurring Invoices #127

SMART Plan — [Invoices] Dashboard widget: Recurring Invoice summary

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Arrange · Act · Assert

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[Invoices]: Dashboard widget for Recurring Invoices #127

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SMART Plan — [Invoices] Dashboard widget: Recurring Invoice summary

Specific

Measurable

Achievable

Relevant

Time-bound

Arrange · Act · Assert

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nielsdrost7 commented on Jan 2, 2026

coderabbitai commented on Jan 2, 2026

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nielsdrost7 commented on Jul 24, 2026

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