Improve Customer Balances Report

🔍 Problem Statement

The Customer Balances report lacks detail — it does not break down the balance by type (credits, adjustments, refunds) or show the history of balance changes. Finance teams cannot audit why a customer has a specific balance without investigating individual transactions.

💡 User Story

As a finance team member, I want an improved Customer Balances report with balance breakdown by type and change history, so that I can audit balances without investigating individual transactions.

🎯 Definition of Done (DoD)

A feature is done when:

✔️ Given the Customer Balances report, when a finance user views or exports it, then each customer's balance is broken down by type (credits, adjustments, refunds) and includes a history of balance changes.