Remove cover sheet from financial reports; nest Budget vs Actuals accounts

- Drop the branded cover page from all financial/accounting report exports
  (P&L, Balance Sheet, Cash Flow, Movement of Equity, AR/AP flats, Trial
  Balance, General Ledger, Budget vs Actuals, and the Zoho/Board financial
  reports). The general Report Generator's own cover is unchanged.
- Budget vs Actuals now orders accounts as a parent→child tree with
  indentation (on screen and in CSV/PDF) instead of flat by account number.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-01 22:26:05 -04:00
parent 39829b7e1b
commit 57a9a1022e
4 changed files with 44 additions and 63 deletions
@@ -11,7 +11,6 @@ import { Badge } from "@/components/ui/badge";
import { CheckCircle2, AlertTriangle, FileDown, Download } from "lucide-react";
import { fmtDate } from "../lib/format";
import jsPDF from "jspdf";
import { drawReportCoverPage } from "@/lib/reportCover";
import autoTable from "jspdf-autotable";
type Account = {
@@ -92,20 +91,11 @@ export function TrialBalanceReport({ companyId, companyName }: { companyId: stri
const diff = totals.debit - totals.credit;
const inBalance = Math.abs(diff) < 0.005;
const exportPDF = async () => {
const exportPDF = () => {
const doc = new jsPDF({ unit: "pt", format: "letter" });
const W = doc.internal.pageSize.getWidth();
const ML = 54;
// Shared branded cover page, then the report on the next page.
await drawReportCoverPage(doc, W, doc.internal.pageSize.getHeight(), {
title: "Trial Balance",
date: `As of ${fmtDate(asOf)}`,
companyName: companyName || "Association",
preparedBy: "Avria Community Management, LLC",
});
doc.addPage();
// Header
doc.setFillColor(...TEAL); doc.rect(ML, 40, 44, 44, "F");
doc.setFont("times", "bold"); doc.setFontSize(20); doc.setTextColor(255);