Accounting report batches: saved per-association packets → one combined PDF

- accounting.report_batches (name + ordered report_ids per company, member RLS)
- batchReports.ts engine: cover page + each report on a fresh page + one global
  Page X/Y footer. Financial four reuse the page's fetchReportData/buildFinancial
  (injected to avoid an import cycle); Trial Balance, General Ledger, Cash
  Disbursement, AR Aging, Pre-Paid, Reserve Fund built from the same source data
- Reports page: Report Batches dialog (name, ordered report checklist, saved
  batches load/delete, Save, Generate PDF); page now defaults to This Month
- reportPdf.appendStructuredReportPdf used for the financial sections

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

src/pages/accounting/AccountingReportsPage.tsx

@@ -13,7 +13,9 @@ import { Switch } from "@/components/ui/switch";
 import { Label } from "@/components/ui/label";
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
 import { BarChart, Bar, XAxis, YAxis, CartesianGrid, Tooltip as RTooltip, Legend, ResponsiveContainer } from "recharts";
-import { FileText, Download, FileDown, Eye, RefreshCw } from "lucide-react";
+import { FileText, Download, FileDown, Eye, RefreshCw, Layers, Trash2, Loader2 } from "lucide-react";
+import { Checkbox } from "@/components/ui/checkbox";
+import { generateBatchPdf, BATCHABLE_REPORTS } from "./lib/batchReports";
 import { toast } from "sonner";
 import { money, fmtDate } from "./lib/format";
 import jsPDF from "jspdf";
@@ -121,12 +123,8 @@ async function fetchAllGLLines(cid: string, to: string, select: string, from?: s
   return out;
 }
 
-function useReportData(cid: string, from: string, to: string) {
-
-  return useQuery({
-    queryKey: ["reports-data", cid, from, to],
-    enabled: !!cid,
-    queryFn: async () => {
+// Shared fetch for the financial reports (also used by the report-batch engine).
+export async function fetchReportData(cid: string, from: string, to: string) {
       const ytdStart = new Date(new Date().getFullYear(), 0, 1).toISOString().slice(0,10);
       const [inv, bills, accs, exp, custs, vends, ob, ytdInv, ytdExp, ytdBills, allBills, glRes, glCumRes, allInvRes, companyRes] = await Promise.all([
         accounting.from("invoices").select("number,total,paid_amount,status,issue_date,customers(name)").eq("company_id", cid).gte("issue_date", from).lte("issue_date", to),
@@ -165,7 +163,13 @@ function useReportData(cid: string, from: string, to: string) {
         glManaged: companyRes.data ? companyRes.data.gl_auto_post !== false : true,
         from, asOf: to,
       };
-    },
+}
+
+function useReportData(cid: string, from: string, to: string) {
+  return useQuery({
+    queryKey: ["reports-data", cid, from, to],
+    enabled: !!cid,
+    queryFn: () => fetchReportData(cid, from, to),
   });
 }
 
@@ -243,9 +247,69 @@ export default function AccountingReportsPage({ association }: { association?: {
 
   // Period
   const [preset, setPreset] = useState<Preset>("ytd");
-  const [from, setFrom] = useState(startOfYear());
+  const [from, setFrom] = useState(startOfMonth());
   const [to, setTo] = useState(today());
 
+  // ── Report batches (saved per-company report packets) ──
+  const [batchOpen, setBatchOpen] = useState(false);
+  const [batchName, setBatchName] = useState("");
+  const [batchReportIds, setBatchReportIds] = useState<string[]>(["balance-sheet", "pnl", "trial-balance", "general-ledger"]);
+  const [batchLoadedId, setBatchLoadedId] = useState<string | null>(null);
+  const [generatingBatch, setGeneratingBatch] = useState(false);
+  const { data: savedBatches = [], refetch: refetchBatches } = useQuery({
+    queryKey: ["report-batches", cid],
+    enabled: !!cid,
+    queryFn: async () => (await accounting.from("report_batches").select("*").eq("company_id", cid).order("name")).data ?? [],
+  });
+
+  const toggleBatchReport = (id: string) =>
+    setBatchReportIds((prev) => prev.includes(id) ? prev.filter((x) => x !== id) : [...prev, id]);
+
+  const saveBatch = async () => {
+    const name = batchName.trim();
+    if (!name) { toast.error("Name the batch first"); return; }
+    if (batchReportIds.length === 0) { toast.error("Select at least one report"); return; }
+    if (batchLoadedId) {
+      const { error } = await accounting.from("report_batches").update({ name, report_ids: batchReportIds, updated_at: new Date().toISOString() }).eq("id", batchLoadedId);
+      if (error) { toast.error(error.message); return; }
+    } else {
+      const { data, error } = await accounting.from("report_batches").insert({ company_id: cid, name, report_ids: batchReportIds }).select("id").single();
+      if (error) { toast.error(error.message); return; }
+      setBatchLoadedId(data.id);
+    }
+    toast.success(`Batch "${name}" saved`);
+    refetchBatches();
+  };
+
+  const loadBatch = (b: any) => {
+    setBatchLoadedId(b.id); setBatchName(b.name);
+    setBatchReportIds(Array.isArray(b.report_ids) ? b.report_ids : []);
+  };
+  const deleteBatch = async (id: string) => {
+    await accounting.from("report_batches").delete().eq("id", id);
+    if (batchLoadedId === id) { setBatchLoadedId(null); setBatchName(""); }
+    refetchBatches();
+    toast.success("Batch deleted");
+  };
+
+  const generateBatch = async () => {
+    if (batchReportIds.length === 0) { toast.error("Select at least one report"); return; }
+    setGeneratingBatch(true);
+    try {
+      const doc = await generateBatchPdf({
+        companyId: cid, companyName: associationName ?? "Company",
+        from, to, currency: cur, fetchReportData, buildFinancial,
+      }, batchReportIds);
+      const slug = (associationName ?? "report").replace(/[^a-z0-9]+/gi, "-").toLowerCase().slice(0, 40);
+      doc.save(`${slug}-report-packet-${from}-to-${to}.pdf`);
+      toast.success("Report package generated");
+    } catch (e: any) {
+      toast.error(e?.message || "Could not generate package");
+    } finally {
+      setGeneratingBatch(false);
+    }
+  };
+
   const applyPreset = (p: Preset) => {
     setPreset(p);
     if (p !== "custom") {
@@ -509,6 +573,9 @@ export default function AccountingReportsPage({ association }: { association?: {
               <p className="text-sm text-muted-foreground">{rangeLabel}</p>
             </div>
             <div className="flex gap-2">
+              <Button variant="outline" onClick={() => setBatchOpen(true)}>
+                <Layers className="mr-1 h-4 w-4" /> Report Batches
+              </Button>
               <Button variant="outline" onClick={refreshReport} disabled={refreshing}>
                 <RefreshCw className={`mr-1 h-4 w-4 ${refreshing ? "animate-spin" : ""}`} /> Refresh
               </Button>
@@ -663,6 +730,64 @@ export default function AccountingReportsPage({ association }: { association?: {
         )}
       </div>
 
+      {/* ── Report Batches dialog ── */}
+      <Dialog open={batchOpen} onOpenChange={setBatchOpen}>
+        <DialogContent className="max-w-lg">
+          <DialogHeader><DialogTitle>Report Batches</DialogTitle></DialogHeader>
+          <div className="space-y-4">
+            <p className="text-sm text-muted-foreground">
+              Pick a set of reports to combine into one PDF for <strong>{associationName ?? "this association"}</strong>.
+              The package uses the period selected on this page (<span className="font-medium">{rangeLabel}</span>).
+            </p>
+
+            {savedBatches.length > 0 && (
+              <div>
+                <Label className="text-xs uppercase text-muted-foreground">Saved batches</Label>
+                <div className="mt-1 space-y-1">
+                  {(savedBatches as any[]).map((b) => (
+                    <div key={b.id} className={`flex items-center gap-2 rounded border px-2 py-1.5 text-sm ${batchLoadedId === b.id ? "border-primary bg-primary/5" : ""}`}>
+                      <button className="flex-1 text-left truncate" onClick={() => loadBatch(b)}>
+                        {b.name} <span className="text-xs text-muted-foreground">· {(b.report_ids ?? []).length} reports</span>
+                      </button>
+                      <Button size="icon" variant="ghost" className="h-7 w-7 text-muted-foreground hover:text-destructive" onClick={() => deleteBatch(b.id)}>
+                        <Trash2 className="h-3.5 w-3.5" />
+                      </Button>
+                    </div>
+                  ))}
+                </div>
+              </div>
+            )}
+
+            <div>
+              <Label className="text-xs">Batch name</Label>
+              <Input value={batchName} onChange={(e) => setBatchName(e.target.value)} placeholder="e.g. Monthly Board Package" className="mt-1" />
+            </div>
+
+            <div>
+              <Label className="text-xs uppercase text-muted-foreground">Reports (in packet order)</Label>
+              <div className="mt-1 space-y-1 max-h-64 overflow-y-auto rounded border p-2">
+                {BATCHABLE_REPORTS.map((r) => (
+                  <label key={r.id} className="flex items-center gap-2 px-1.5 py-1 rounded hover:bg-accent cursor-pointer text-sm">
+                    <Checkbox checked={batchReportIds.includes(r.id)} onCheckedChange={() => toggleBatchReport(r.id)} />
+                    {r.name}
+                  </label>
+                ))}
+              </div>
+            </div>
+          </div>
+          <DialogFooter className="flex-wrap gap-2">
+            {batchLoadedId && (
+              <Button variant="ghost" onClick={() => { setBatchLoadedId(null); setBatchName(""); }}>New batch</Button>
+            )}
+            <Button variant="outline" onClick={saveBatch}>{batchLoadedId ? "Update" : "Save"} batch</Button>
+            <Button onClick={generateBatch} disabled={generatingBatch || batchReportIds.length === 0}>
+              {generatingBatch ? <Loader2 className="mr-1 h-4 w-4 animate-spin" /> : <FileDown className="mr-1 h-4 w-4" />}
+              Generate PDF
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+
     </div>
   );
 }
@@ -1203,7 +1328,7 @@ function ReconciliationReport({ d, currency }: { d: any; currency: string }) {
   );
 }
 
-function buildFinancial(id: ReportId, d: any, p: any | undefined, useCompare: boolean): StructuredReport {
+export function buildFinancial(id: ReportId, d: any, p: any | undefined, useCompare: boolean): StructuredReport {
   if (id === "pnl") return buildPnL(d, p, useCompare);
   if (id === "balance-sheet") return buildBalanceSheet(d, p, useCompare);
   if (id === "movement-of-equity") return buildMovementOfEquity(d, p, useCompare);