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Accounting homeowner ledger/statement defaults to full history

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The customer Ledger tab + statement defaulted to the current calendar year,
so older payments looked missing and didn't line up with the main-app owner
ledger (all-time). Default the "From" date to the earliest transaction
(user can still narrow), so the accounting ledger/statement matches the
main owner ledger.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
renee-png
2026-06-01 22:06:06 -04:00
parent b77860772e
commit 0e34d18adf
1 changed files with 13 additions and 6 deletions
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src/pages/accounting/AccountingCustomerDetailPage.tsx
+13 -6
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@@ -1,6 +1,6 @@
import { Link, useParams } from "react-router-dom";
import { useQuery, useQueryClient } from "@tanstack/react-query";
import { useMemo, useState } from "react";
import { useEffect, useMemo, useState } from "react";
import { accounting } from "@/lib/accountingClient";
import { useCompanyId } from "./lib/useCompanyId";
import { Button } from "@/components/ui/button";
@@ -18,9 +18,6 @@ import jsPDF from "jspdf";
import autoTable from "jspdf-autotable";
import { drawReportCoverPage } from "@/lib/reportCover";
function startOfFY() {
return new Date(new Date().getFullYear(), 0, 1).toISOString().slice(0, 10);
}
function today() {
return new Date().toLocaleDateString("en-CA", { timeZone: "America/New_York" });
}
@@ -44,7 +41,11 @@ export default function AccountingCustomerDetailPage() {
const cid = companyId ?? "";
const cur = "USD";
const qc = useQueryClient();
const [from, setFrom] = useState(startOfFY());
// Default the ledger/statement to the full history so it matches the main-app
// owner ledger (all-time). Set to the earliest transaction once data loads;
// the user can still narrow the range. "" means "no lower bound" (show all).
const [from, setFrom] = useState("");
const [fromTouched, setFromTouched] = useState(false);
const [to, setTo] = useState(today());
const [drawer, setDrawer] = useState<LedgerRow | null>(null);
const [editing, setEditing] = useState(false);
@@ -140,6 +141,12 @@ export default function AccountingCustomerDetailPage() {
return rows;
}, [invoices, payments]);
// Default the "From" date to the earliest entry so the full ledger shows
// (matches the main-app owner ledger). Honors a user-chosen range thereafter.
useEffect(() => {
if (!fromTouched && !from && allRows.length) setFrom(allRows[0].date);
}, [allRows, fromTouched, from]);
const openingBalance = useMemo(
() => allRows.filter((r) => r.date < from).reduce((s, r) => s + r.debit - r.credit, 0),
[allRows, from]
@@ -486,7 +493,7 @@ export default function AccountingCustomerDetailPage() {
<Card>
<CardContent className="p-4 flex flex-wrap items-end gap-3">
<div><Label className="text-xs">From</Label><Input type="date" value={from} onChange={(e) => setFrom(e.target.value)} className="w-40" /></div>
<div><Label className="text-xs">From</Label><Input type="date" value={from} onChange={(e) => { setFromTouched(true); setFrom(e.target.value); }} className="w-40" /></div>
<div><Label className="text-xs">To</Label><Input type="date" value={to} onChange={(e) => setTo(e.target.value)} className="w-40" /></div>
<div className="ml-auto flex gap-2">
<Button variant="outline" onClick={exportStatement}><Download className="h-4 w-4 mr-1" /> Export Statement</Button>