Set up automatic account statement generation for personal cabinet

Our platform already has a personal account where clients can see their order history and payment history, but whenever someone needs an official statement — for accounting, a tax filing, or simply to confirm a transaction — they write to support and wait for a manager to compile it by hand. We want to remove that bottleneck: a section in the personal account where they pick a start and end date, choose whether they need orders, payments, or both, and get a ready document within seconds.

The resulting file should look presentable: platform details, client details, a clear table of operations with dates, amounts, statuses, running totals, and a generation timestamp. It has to be a separate document type from the invoices, acts, and warranty cards we already generate elsewhere — a summary reference covering a whole period, not one transaction. The numbers should be pulled directly from the existing order and payment records rather than duplicated anywhere, so the statement always matches what the client sees on screen.

What we expect from the contractor:
— a period picker and document-type filter inside the interface
— server-side generation triggered by a button, without a page reload
— correct handling of an empty period and of partial data
— basic protection so a client can only pull their own operations