ar-aging

name	ar-aging
description	Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.

Accounts-receivable aging from Well

Collections is judgment, not nagging. The point of an aging report is to chase the right customers — firmly where their payment history warrants it, gently where it doesn't — and to never chase an invoice that was already paid, disputed, or credited. Verify status before recommending any chase.

Build it

1. Discover the schema first (see well:querying-well-data).
2. Open receivables — issued invoices filtered on the payment-status / outstanding field the schema exposes (don't infer "unpaid" by subtracting sums if a status field exists). Pull due date, outstanding amount, and the customer (companies).
3. Confirm what's actually settled — cross-check against transactions / invoice_transactions so a payment already received but not yet reflected in status isn't counted as overdue. This is the well:reconciliation sibling skill — reuse it.
4. Bucket by age from the due date: Current (not yet due), 1–30, 31–60, 61–90, 90+ days overdue. Total per bucket and per customer.
5. Per-customer behavior — where history exists, note each customer's typical days-to-pay so the user can prioritise (a chronic late-payer ≠ a first-time slip).

Rules

• Verify status before chasing. Exclude paid / disputed / credited invoices from "to chase" — chasing a settled invoice is the fastest way to lose trust.
• Sort the chase list by amount × overdue age, but annotate each with the customer's payment tier.
• Don't sum across currencies without converting (exchange_rates).
• Report DSO (days sales outstanding) only with the window it's computed over.

Present it

An aging table (buckets × totals), a top "to chase" list (verified-open only, with each customer's payment behavior), DSO with its window, and the total outstanding — in the workspace currency.