From 7b54ddd40de221b9ef21aac31a638c5151c04d84 Mon Sep 17 00:00:00 2001
From: renee-png <renee@avriacam.com>
Date: Tue, 2 Jun 2026 18:52:43 -0400
Subject: [PATCH] Export the Accounting Dashboard as a vector PDF

Add a dashboard PDF generator that renders the metrics, an Income & Expenses
bar chart, a Top Expenses donut, the invoices overview, and recent transactions
as native PDF vector graphics + selectable text (not a screenshot), using the
shared branded header/footer. Wire an "Export PDF" button into the dashboard
header (association logo, ACM fallback).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
---
 .../accounting/AccountingDashboardPage.tsx    |  39 +++-
 src/pages/accounting/lib/dashboardPdf.ts      | 206 ++++++++++++++++++
 2 files changed, 241 insertions(+), 4 deletions(-)
 create mode 100644 src/pages/accounting/lib/dashboardPdf.ts

diff --git a/src/pages/accounting/AccountingDashboardPage.tsx b/src/pages/accounting/AccountingDashboardPage.tsx
index 4bc76b2..093573d 100644
--- a/src/pages/accounting/AccountingDashboardPage.tsx
+++ b/src/pages/accounting/AccountingDashboardPage.tsx
@@ -1,11 +1,15 @@
+import { useState } from "react";
 import { useQuery } from "@tanstack/react-query";
 import { accounting } from "@/lib/accountingClient";
+import { supabase } from "@/integrations/supabase/client";
 import { useCompanyId } from "./lib/useCompanyId";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
 import { money, fmtDate } from "./lib/format";
+import { generateDashboardPdf } from "./lib/dashboardPdf";
 import {
-  Receipt, FileText, Landmark, ArrowUpRight, ArrowDownRight, Loader2,
+  Receipt, FileText, Landmark, ArrowUpRight, ArrowDownRight, Loader2, FileDown,
 } from "lucide-react";
 import {
   BarChart, Bar, XAxis, YAxis, Tooltip, ResponsiveContainer, CartesianGrid,
@@ -19,6 +23,14 @@ export default function AccountingDashboardPage({ association }: { association?:
   const cid = companyId ?? "";
   const c = "USD";
 
+  const { data: assocMeta } = useQuery({
+    queryKey: ["assoc-logo", associationId],
+    enabled: !!associationId,
+    queryFn: async () => (await supabase.from("associations").select("logo_url").eq("id", associationId!).maybeSingle()).data,
+  });
+  const logoUrl = (assocMeta as any)?.logo_url || null;
+  const [exporting, setExporting] = useState(false);
+
   const { data } = useQuery({
     queryKey: ["dashboard", cid],
     enabled: !!cid,
@@ -160,9 +172,28 @@ export default function AccountingDashboardPage({ association }: { association?:
 
   return (
     <div className="space-y-6">
-      <div>
-        <h1 className="text-2xl font-semibold tracking-tight">Dashboard</h1>
-        <p className="text-sm text-muted-foreground">{associationName}</p>
+      <div className="flex items-start justify-between gap-4">
+        <div>
+          <h1 className="text-2xl font-semibold tracking-tight">Dashboard</h1>
+          <p className="text-sm text-muted-foreground">{associationName}</p>
+        </div>
+        <Button
+          variant="outline"
+          size="sm"
+          className="gap-1"
+          disabled={!data || exporting}
+          onClick={async () => {
+            if (!data) return;
+            setExporting(true);
+            try {
+              await generateDashboardPdf({ companyName: associationName ?? "Company", logoUrl, currency: c, data });
+            } finally {
+              setExporting(false);
+            }
+          }}
+        >
+          {exporting ? <Loader2 className="h-4 w-4 animate-spin" /> : <FileDown className="h-4 w-4" />} Export PDF
+        </Button>
       </div>
 
       {/* Cash flow summary */}
diff --git a/src/pages/accounting/lib/dashboardPdf.ts b/src/pages/accounting/lib/dashboardPdf.ts
new file mode 100644
index 0000000..4207c67
--- /dev/null
+++ b/src/pages/accounting/lib/dashboardPdf.ts
@@ -0,0 +1,206 @@
+import jsPDF from "jspdf";
+import autoTable from "jspdf-autotable";
+import { money, fmtDate } from "./format";
+import { loadBrandedLogo, drawBrandedHeader, drawBrandedFooter } from "./reportHeader";
+
+type RGB = [number, number, number];
+const TEXT: RGB = [33, 37, 41];
+const MUTED: RGB = [110, 116, 122];
+const INCOME: RGB = [0, 137, 123];   // teal
+const EXPENSE: RGB = [245, 159, 11]; // amber
+const DONUT: RGB[] = [
+  [0, 137, 123], [38, 166, 154], [245, 159, 11], [239, 68, 68], [99, 102, 241], [139, 92, 246],
+];
+
+export type DashboardPdfData = {
+  totalReceivable: number;
+  totalPayable: number;
+  cash: number;
+  counts: { draft: number; sent: number; overdue: number; paid: number };
+  months: { label: string; income: number; expense: number }[];
+  topExpenses: { name: string; value: number }[];
+  recent: { date?: string; description?: string; category?: string | null; reference?: string | null; amount: number; type?: string }[];
+};
+
+const kFmt = (n: number) => (Math.abs(n) >= 1000 ? `$${(n / 1000).toFixed(0)}k` : `$${Math.round(n)}`);
+
+/** Native (vector) grouped bar chart: income vs expense per month. */
+function drawBarChart(doc: jsPDF, x: number, y: number, w: number, h: number, months: DashboardPdfData["months"], currency: string) {
+  const plotTop = y + 8;
+  const plotH = h - 24;
+  const baseY = plotTop + plotH;
+  const max = Math.max(1, ...months.flatMap((m) => [m.income, m.expense]));
+
+  // gridlines + y labels (0, half, max)
+  doc.setDrawColor(230); doc.setLineWidth(0.4);
+  doc.setFontSize(7); doc.setTextColor(...MUTED);
+  [0, 0.5, 1].forEach((f) => {
+    const gy = baseY - plotH * f;
+    doc.line(x, gy, x + w, gy);
+    doc.text(kFmt(max * f), x - 4, gy + 2, { align: "right" });
+  });
+
+  const n = Math.max(1, months.length);
+  const groupW = w / n;
+  const barW = Math.min(16, groupW * 0.3);
+  months.forEach((m, i) => {
+    const gx = x + i * groupW + groupW / 2;
+    const ih = (m.income / max) * plotH;
+    const eh = (m.expense / max) * plotH;
+    doc.setFillColor(...INCOME); doc.rect(gx - barW - 1.5, baseY - ih, barW, ih, "F");
+    doc.setFillColor(...EXPENSE); doc.rect(gx + 1.5, baseY - eh, barW, eh, "F");
+    doc.setFontSize(7.5); doc.setTextColor(...MUTED);
+    doc.text(m.label, gx, baseY + 11, { align: "center" });
+  });
+
+  // legend
+  let lx = x;
+  const ly = baseY + 24;
+  const legend: [string, RGB][] = [["Income", INCOME], ["Expenses", EXPENSE]];
+  doc.setFontSize(8);
+  legend.forEach(([label, color]) => {
+    doc.setFillColor(...color); doc.rect(lx, ly - 6, 8, 8, "F");
+    doc.setTextColor(...TEXT); doc.text(label, lx + 12, ly, { baseline: "alphabetic" });
+    lx += 14 + doc.getTextWidth(label) + 18;
+  });
+}
+
+/** Native (vector) donut chart + legend for top expense categories. */
+function drawDonut(doc: jsPDF, cx: number, cy: number, r: number, items: DashboardPdfData["topExpenses"], currency: string) {
+  const total = items.reduce((s, it) => s + Math.abs(it.value), 0);
+  if (total <= 0) {
+    doc.setFontSize(9); doc.setTextColor(...MUTED);
+    doc.text("No expense data", cx, cy, { align: "center" });
+    return;
+  }
+  let a = -Math.PI / 2; // start at top
+  items.forEach((it, idx) => {
+    const frac = Math.abs(it.value) / total;
+    const a1 = a + frac * Math.PI * 2;
+    const seg = Math.max(2, Math.ceil(frac * 80));
+    const pts: [number, number][] = [[cx, cy]];
+    for (let i = 0; i <= seg; i++) {
+      const ang = a + (a1 - a) * (i / seg);
+      pts.push([cx + r * Math.cos(ang), cy + r * Math.sin(ang)]);
+    }
+    const deltas = pts.slice(1).map((p, i) => [p[0] - pts[i][0], p[1] - pts[i][1]] as [number, number]);
+    doc.setFillColor(...DONUT[idx % DONUT.length]);
+    doc.lines(deltas, pts[0][0], pts[0][1], [1, 1], "F", true);
+    a = a1;
+  });
+  // hollow center → donut
+  doc.setFillColor(255, 255, 255);
+  doc.circle(cx, cy, r * 0.55, "F");
+
+  // legend below
+  let ly = cy + r + 16;
+  doc.setFontSize(7.5);
+  items.forEach((it, idx) => {
+    doc.setFillColor(...DONUT[idx % DONUT.length]); doc.rect(cx - r, ly - 6, 7, 7, "F");
+    doc.setTextColor(...TEXT);
+    const label = it.name.length > 26 ? it.name.slice(0, 25) + "…" : it.name;
+    doc.text(`${label}  ${money(it.value, currency)}`, cx - r + 11, ly);
+    ly += 12;
+  });
+}
+
+export async function generateDashboardPdf(opts: {
+  companyName: string;
+  logoUrl?: string | null;
+  currency?: string;
+  data: DashboardPdfData;
+}) {
+  const { companyName, data } = opts;
+  const currency = opts.currency || "USD";
+  const doc = new jsPDF({ unit: "pt", format: "letter" });
+  const W = doc.internal.pageSize.getWidth();
+  const ML = 40;
+  const contentW = W - ML * 2;
+
+  const logo = await loadBrandedLogo(opts.logoUrl);
+  let y = drawBrandedHeader(doc, {
+    logo,
+    title: "Accounting Dashboard",
+    metaLines: [{ label: "Properties:", value: companyName }],
+  });
+
+  // ── Summary cards ──
+  const cards: [string, number][] = [
+    ["Total Receivables", data.totalReceivable],
+    ["Total Payables", data.totalPayable],
+    ["Bank Balance", data.cash],
+  ];
+  const gap = 12;
+  const cardW = (contentW - gap * 2) / 3;
+  const cardH = 48;
+  cards.forEach(([label, val], i) => {
+    const cx = ML + i * (cardW + gap);
+    doc.setDrawColor(220); doc.setFillColor(249, 250, 251); doc.setLineWidth(0.5);
+    doc.roundedRect(cx, y, cardW, cardH, 4, 4, "FD");
+    doc.setFont("helvetica", "normal"); doc.setFontSize(8.5); doc.setTextColor(...MUTED);
+    doc.text(label.toUpperCase(), cx + 10, y + 16);
+    doc.setFont("helvetica", "bold"); doc.setFontSize(14); doc.setTextColor(...TEXT);
+    doc.text(money(val, currency), cx + 10, y + 36);
+  });
+  y += cardH + 28;
+
+  // ── Charts row: bar chart (left) + donut (right) ──
+  doc.setFont("helvetica", "bold"); doc.setFontSize(11); doc.setTextColor(...TEXT);
+  doc.text("Income & Expenses", ML, y);
+  doc.text("Top Expenses", ML + contentW * 0.62 + 10, y);
+  doc.setFont("helvetica", "normal"); doc.setFontSize(8); doc.setTextColor(...MUTED);
+  doc.text("Last 6 months", ML, y + 12);
+  doc.text("By category", ML + contentW * 0.62 + 10, y + 12);
+  y += 24;
+
+  const barW = contentW * 0.55;
+  drawBarChart(doc, ML + 26, y, barW, 150, data.months, currency);
+  const donutCx = ML + contentW * 0.62 + 10 + (contentW * 0.34) / 2;
+  drawDonut(doc, donutCx, y + 60, 52, data.topExpenses, currency);
+
+  // advance past the taller of the two blocks (chart ~150 + legend, donut + legend)
+  y += 150 + 30 + Math.max(0, (data.topExpenses.length - 3)) * 12;
+
+  // ── Invoices overview ──
+  doc.setFont("helvetica", "bold"); doc.setFontSize(11); doc.setTextColor(...TEXT);
+  doc.text("Invoices Overview", ML, y);
+  y += 12;
+  const tiles: [string, number][] = [
+    ["Draft", data.counts.draft], ["Sent", data.counts.sent],
+    ["Overdue", data.counts.overdue], ["Paid", data.counts.paid],
+  ];
+  const tileW = (contentW - gap * 3) / 4;
+  tiles.forEach(([label, val], i) => {
+    const tx = ML + i * (tileW + gap);
+    doc.setDrawColor(220); doc.setFillColor(255, 255, 255); doc.setLineWidth(0.5);
+    doc.roundedRect(tx, y, tileW, 34, 4, 4, "FD");
+    doc.setFont("helvetica", "normal"); doc.setFontSize(8); doc.setTextColor(...MUTED);
+    doc.text(label, tx + 8, y + 14);
+    doc.setFont("helvetica", "bold"); doc.setFontSize(13); doc.setTextColor(...TEXT);
+    doc.text(String(val), tx + 8, y + 28);
+  });
+  y += 34 + 24;
+
+  // ── Recent transactions ──
+  doc.setFont("helvetica", "bold"); doc.setFontSize(11); doc.setTextColor(...TEXT);
+  doc.text("Recent Transactions", ML, y);
+  y += 6;
+  autoTable(doc, {
+    startY: y + 4,
+    margin: { left: ML, right: ML },
+    head: [["Date", "Description", "Category", "Reference", "Amount"]],
+    body: (data.recent ?? []).map((t) => [
+      t.date ? fmtDate(t.date) : "",
+      t.description ?? "",
+      t.category ?? "—",
+      t.reference ?? "—",
+      `${t.type === "credit" ? "+" : "−"}${money(Math.abs(Number(t.amount || 0)), currency)}`,
+    ]),
+    styles: { font: "helvetica", fontSize: 8, textColor: TEXT, lineColor: [225, 228, 232], lineWidth: 0.1 },
+    headStyles: { fillColor: [237, 239, 242], textColor: TEXT, fontStyle: "bold" },
+    columnStyles: { 4: { halign: "right" } },
+  });
+
+  drawBrandedFooter(doc);
+  doc.save(`accounting-dashboard-${new Date().toISOString().slice(0, 10)}.pdf`);
+}