Accounting: period presets (Month/YTD/Prev-Year/Custom) + logo-free reports

- Shared PeriodPicker (default This Month); wired into General Ledger report,
  Journal Entries page, and bank registers (Banking shows a Balance forward
  row carrying the running balance at period start)
- Financial reports are now logo-free: drawBrandedHeader/reportPdf skip the
  logo block; ReportSheet drops the on-screen logo
- reportPdf: appendStructuredReportPdf + skipFooter scaffolding for upcoming
  report batches (not yet wired)

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

src/pages/accounting/AccountingBankingPage.tsx

@@ -16,6 +16,7 @@ import { Checkbox } from "@/components/ui/checkbox";
 import { Plus, Trash2, Pencil, ArrowLeftRight, Printer, Link2, RefreshCw, Unlink, FileUp, Download, Loader2 } from "lucide-react";
 import { toast } from "sonner";
 import { money, fmtDate } from "./lib/format";
+import { PeriodPicker, periodRange, type PeriodPreset } from "./components/PeriodPicker";
 import { generateCheckPDF } from "./lib/checkPdf";
 import { parseCsv, pick, parseDateStr } from "./lib/csv";
 import { usePlaidLink } from "react-plaid-link";
@@ -129,6 +130,9 @@ export default function AccountingBankingPage() {
   const [acctDialog, setAcctDialog] = useState(false);
   const [acctForm, setAcctForm] = useState({ name: "", code: "", type: "asset" as const, is_bank: true });
   const [search, setSearch] = useState("");
+  const [periodPreset, setPeriodPreset] = useState<PeriodPreset>("month");
+  const [periodFrom, setPeriodFrom] = useState(() => periodRange("month").from);
+  const [periodTo, setPeriodTo] = useState(() => periodRange("month").to);
   const [importOpen, setImportOpen] = useState(false);
   const [importing, setImporting] = useState(false);
   const [importResult, setImportResult] = useState<{ inserted: number; skipped: number } | null>(null);
@@ -208,16 +212,31 @@ export default function AccountingBankingPage() {
     });
   }, [txs]);
 
+  // Period view: running balances accumulate from inception (computed above),
+  // but only rows inside the period are shown; everything earlier rolls into
+  // the balance-forward figure.
+  const { periodRegister, balanceForward } = useMemo(() => {
+    let fwd = 0;
+    const rows: any[] = [];
+    for (const r of register) {
+      const d = String(r.date ?? "").slice(0, 10);
+      if (d < periodFrom) { fwd = r.running; continue; }
+      if (d > periodTo) continue;
+      rows.push(r);
+    }
+    return { periodRegister: rows, balanceForward: fwd };
+  }, [register, periodFrom, periodTo]);
+
   const filteredRegister = useMemo(() => {
-    if (!search.trim()) return register;
+    if (!search.trim()) return periodRegister;
     const q = search.toLowerCase();
-    return register.filter(
+    return periodRegister.filter(
       (r) =>
         r.description?.toLowerCase().includes(q) ||
         r.category?.toLowerCase().includes(q) ||
         r.reference?.toLowerCase().includes(q)
     );
-  }, [register, search]);
+  }, [periodRegister, search]);
 
   const computedBalance = register.length > 0 ? register[register.length - 1].running : 0;
   const activeAccount = (accounts as any[]).find((a) => a.id === activeAccountId);
@@ -731,12 +750,18 @@ export default function AccountingBankingPage() {
                 </Button>
               </div>
             </div>
+            <div className="flex flex-wrap items-end gap-4 mt-2">
               <Input
                 placeholder="Search description, category, reference…"
                 value={search}
                 onChange={(e) => setSearch(e.target.value)}
-              className="max-w-sm mt-2"
+                className="max-w-sm"
               />
+              <PeriodPicker
+                preset={periodPreset} from={periodFrom} to={periodTo}
+                onChange={(n) => { setPeriodPreset(n.preset); setPeriodFrom(n.from); setPeriodTo(n.to); }}
+              />
+            </div>
           </CardHeader>
           <CardContent className="p-0">
             {selected.size > 0 && (
@@ -797,6 +822,16 @@ export default function AccountingBankingPage() {
                   </TableRow>
                 </TableHeader>
                 <TableBody>
+                  {!search.trim() && (
+                    <TableRow className="bg-muted/30 hover:bg-muted/30">
+                      <TableCell className="px-2" />
+                      <TableCell className="text-sm text-muted-foreground">{fmtDate(periodFrom)}</TableCell>
+                      <TableCell />
+                      <TableCell className="text-sm font-medium text-muted-foreground" colSpan={4}>Balance forward</TableCell>
+                      <TableCell className="text-right text-sm font-medium tabular-nums">{money(balanceForward, cur)}</TableCell>
+                      <TableCell />
+                    </TableRow>
+                  )}
                   {filteredRegister.map((row) => (
                     <TableRow key={row.id} className={`hover:bg-muted/40 ${selected.has(row.id) ? "bg-primary/5" : ""}`}>
                       <TableCell className="px-2">

src/pages/accounting/AccountingJournalEntriesPage.tsx

@@ -3,6 +3,7 @@ import { useMemo, useState } from "react";
 import { accounting } from "@/lib/accountingClient";
 import { useCompanyId } from "./lib/useCompanyId";
 import { fetchAllJournalEntries } from "./lib/fetchJournalEntries";
+import { PeriodPicker, periodRange, type PeriodPreset } from "./components/PeriodPicker";
 import { Button } from "@/components/ui/button";
 import { Input } from "@/components/ui/input";
 import { Label } from "@/components/ui/label";
@@ -40,6 +41,11 @@ export default function AccountingJournalEntriesPage() {
   const [saving, setSaving] = useState(false);
   const [editingId, setEditingId] = useState<string | null>(null);
 
+  // Period filter — display only (all entries stay loaded for detail/edit)
+  const [preset, setPreset] = useState<PeriodPreset>("month");
+  const [periodFrom, setPeriodFrom] = useState(() => periodRange("month").from);
+  const [periodTo, setPeriodTo] = useState(() => periodRange("month").to);
+
   const { data: entries = [], error: entriesError } = useQuery({
     queryKey: ["journal-entries", cid],
     enabled: !!cid,
@@ -53,6 +59,14 @@ export default function AccountingJournalEntriesPage() {
       (await accounting.from("accounts").select("*").eq("company_id", cid).eq("is_archived", false).order("code")).data ?? [],
   });
 
+  const periodEntries = useMemo(
+    () => (entries as any[]).filter((e) => {
+      const d = String(e.date ?? "").slice(0, 10);
+      return d >= periodFrom && d <= periodTo;
+    }),
+    [entries, periodFrom, periodTo],
+  );
+
   const detailEntry = useMemo(
     () => (detailId ? (entries as any[]).find((e) => e.id === detailId) : null),
     [entries, detailId]
@@ -199,6 +213,15 @@ export default function AccountingJournalEntriesPage() {
         </Button>
       </div>
 
+      <Card>
+        <CardContent className="py-4">
+          <PeriodPicker
+            preset={preset} from={periodFrom} to={periodTo}
+            onChange={(n) => { setPreset(n.preset); setPeriodFrom(n.from); setPeriodTo(n.to); }}
+          />
+        </CardContent>
+      </Card>
+
       <Card>
         <CardContent className="p-0">
           <Table>
@@ -213,7 +236,7 @@ export default function AccountingJournalEntriesPage() {
               </TableRow>
             </TableHeader>
             <TableBody>
-              {(entries as any[]).map((e) => {
+              {periodEntries.map((e) => {
                 const debits = (e.journal_entry_lines ?? []).reduce((s: number, l: any) => s + Number(l.debit), 0);
                 const credits = (e.journal_entry_lines ?? []).reduce((s: number, l: any) => s + Number(l.credit), 0);
                 return (
@@ -248,10 +271,10 @@ export default function AccountingJournalEntriesPage() {
                   </TableRow>
                 );
               })}
-              {entries.length === 0 && (
+              {periodEntries.length === 0 && (
                 <TableRow>
                   <TableCell colSpan={6} className="text-center text-muted-foreground py-10">
-                    No journal entries yet.
+                    {entries.length === 0 ? "No journal entries yet." : "No journal entries in this period."}
                   </TableCell>
                 </TableRow>
               )}

src/pages/accounting/components/GeneralLedgerReport.tsx

@@ -17,6 +17,7 @@ import { cn } from "@/lib/utils";
 import jsPDF from "jspdf";
 import autoTable from "jspdf-autotable";
 import { ReportSheet } from "./ReportSheet";
+import { PeriodPicker, periodRange, type PeriodPreset } from "./PeriodPicker";
 import { loadBrandedLogo, drawBrandedHeader, drawBrandedFooter } from "../lib/reportHeader";
 
 const TEAL: [number, number, number] = [0, 137, 123];
@@ -38,8 +39,9 @@ type Txn = {
 };
 
 export function GeneralLedgerReport({ companyId, companyName, logoUrl, initialAccountId }: { companyId: string; companyName: string; logoUrl?: string | null; initialAccountId?: string | null }) {
-  const [from, setFrom] = useState(startOfYear());
-  const [to, setTo] = useState(today());
+  const [preset, setPreset] = useState<PeriodPreset>("month");
+  const [from, setFrom] = useState(() => periodRange("month").from);
+  const [to, setTo] = useState(() => periodRange("month").to);
   const [selectedAccounts, setSelectedAccounts] = useState<string[]>(initialAccountId ? [initialAccountId] : []);
 
   // When opened via a report drill-down, focus the chosen account.
@@ -285,14 +287,10 @@ export function GeneralLedgerReport({ companyId, companyName, logoUrl, initialAc
     <div className="space-y-4">
       <Card>
         <CardContent className="flex flex-wrap items-end gap-4 py-4">
-          <div>
-            <Label className="text-xs text-muted-foreground">From</Label>
-            <Input type="date" value={from} onChange={(e) => setFrom(e.target.value)} className="w-40 mt-1" />
-          </div>
-          <div>
-            <Label className="text-xs text-muted-foreground">To</Label>
-            <Input type="date" value={to} onChange={(e) => setTo(e.target.value)} className="w-40 mt-1" />
-          </div>
+          <PeriodPicker
+            preset={preset} from={from} to={to}
+            onChange={(n) => { setPreset(n.preset); setFrom(n.from); setTo(n.to); }}
+          />
           <div>
             <Label className="text-xs text-muted-foreground">Accounts</Label>
             <Popover>

src/pages/accounting/components/PeriodPicker.tsx

@@ -0,0 +1,73 @@
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
+
+export type PeriodPreset = "month" | "ytd" | "prev-year" | "custom";
+
+const TZ_ET = "America/New_York";
+const etToday = () => new Date().toLocaleDateString("en-CA", { timeZone: TZ_ET }); // YYYY-MM-DD
+
+/** Date range for a preset (ET). Month = current calendar month to date. */
+export function periodRange(preset: Exclude<PeriodPreset, "custom">): { from: string; to: string } {
+  const today = etToday();
+  const [y, m] = today.split("-").map(Number);
+  if (preset === "month") return { from: `${today.slice(0, 7)}-01`, to: today };
+  if (preset === "ytd") return { from: `${y}-01-01`, to: today };
+  // prev-year
+  return { from: `${y - 1}-01-01`, to: `${y - 1}-12-31` };
+}
+
+export const PERIOD_LABELS: Record<PeriodPreset, string> = {
+  month: "This Month",
+  ytd: "Year to Date",
+  "prev-year": "Previous Year",
+  custom: "Custom",
+};
+
+/**
+ * Shared period control for ledgers/registers: Month (default) / YTD /
+ * Previous Year / Custom. The owner holds preset+from+to state; on preset
+ * change the range is recomputed and pushed up.
+ */
+export function PeriodPicker({
+  preset, from, to, onChange, className,
+}: {
+  preset: PeriodPreset;
+  from: string;
+  to: string;
+  onChange: (next: { preset: PeriodPreset; from: string; to: string }) => void;
+  className?: string;
+}) {
+  const setPreset = (p: PeriodPreset) => {
+    if (p === "custom") onChange({ preset: p, from, to });
+    else onChange({ preset: p, ...periodRange(p) });
+  };
+
+  return (
+    <div className={`flex flex-wrap items-end gap-3 ${className ?? ""}`}>
+      <div>
+        <Label className="text-xs text-muted-foreground">Period</Label>
+        <Select value={preset} onValueChange={(v) => setPreset(v as PeriodPreset)}>
+          <SelectTrigger className="w-40 mt-1"><SelectValue /></SelectTrigger>
+          <SelectContent>
+            {(Object.keys(PERIOD_LABELS) as PeriodPreset[]).map((p) => (
+              <SelectItem key={p} value={p}>{PERIOD_LABELS[p]}</SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+      {preset === "custom" && (
+        <>
+          <div>
+            <Label className="text-xs text-muted-foreground">From</Label>
+            <Input type="date" value={from} onChange={(e) => e.target.value && onChange({ preset, from: e.target.value, to })} className="w-40 mt-1" />
+          </div>
+          <div>
+            <Label className="text-xs text-muted-foreground">To</Label>
+            <Input type="date" value={to} onChange={(e) => e.target.value && onChange({ preset, to: e.target.value, from })} className="w-40 mt-1" />
+          </div>
+        </>
+      )}
+    </div>
+  );
+}

src/pages/accounting/components/ReportSheet.tsx

@@ -1,5 +1,4 @@
 import { Card, CardContent } from "@/components/ui/card";
-import acmLogoFull from "@/assets/acm-logo-full.png";
 
 /**
  * Branded on-screen "sheet" for every accounting report, mirroring the printed
@@ -27,12 +26,7 @@ export function ReportSheet({
     <Card>
       <CardContent className="p-6">
         <div className="relative mb-5">
-          <img
-            src={logoUrl || (acmLogoFull as unknown as string)}
-            alt=""
-            className="absolute left-0 top-0 h-10 w-auto object-contain"
-            onError={(e) => { (e.currentTarget as HTMLImageElement).style.display = "none"; }}
-          />
+          {/* Logos intentionally omitted — financial reports are logo-free. */}
           <div className="text-center">
             <h2 className="text-xl font-semibold tracking-tight">{title}</h2>
             {subtitle && <p className="text-sm text-muted-foreground">{subtitle}</p>}

src/pages/accounting/lib/reportHeader.ts

@@ -43,13 +43,8 @@ export function drawBrandedHeader(doc: jsPDF, opts: BrandedHeaderOpts): number {
   const W = doc.internal.pageSize.getWidth();
   const ML = 40;
 
-  if (opts.logo) {
-    try {
-      const h = 46;
-      const w = Math.min(170, h * (opts.logo.w / opts.logo.h));
-      doc.addImage(opts.logo.dataURL, "PNG", ML, 28, w, h, undefined, "FAST");
-    } catch { /* ignore logo failures */ }
-  }
+  // Logos intentionally NOT drawn — financial reports are logo-free per user
+  // preference. The `logo` opt is kept for caller compatibility.
 
   doc.setFont("helvetica", "bold"); doc.setFontSize(18); doc.setTextColor(20);
   doc.text(opts.title, W / 2, 52, { align: "center" });

src/pages/accounting/lib/reportPdf.ts

@@ -31,8 +31,10 @@ export type RenderOpts = {
   showZero: boolean;
   /** Optional metadata lines for the header block (bold label + value). */
   meta?: { label: string; value: string }[];
-  /** Preloaded logo (dataURL + dimensions) for the branded header. */
+  /** Preloaded logo (dataURL + dimensions) — kept for compatibility; logos are no longer drawn. */
   logo?: { dataURL: string; w: number; h: number } | null;
+  /** Batch mode: skip the per-report footer (the batch stamps one global footer). */
+  skipFooter?: boolean;
 };
 
 type RGB = [number, number, number];
@@ -93,15 +95,9 @@ function buildReport(doc: jsPDF, report: StructuredReport, opts: RenderOpts): js
     y += h;
   };
 
-  // Full header (page 1): title + metadata block + column header
+  // Full header (page 1): title + metadata block + column header.
+  // (Logos intentionally not drawn — financial reports are logo-free.)
   const drawFullHeader = () => {
-    // Branded logo (top-left) + centered title — matches the main reports.
-    if (opts.logo) {
-      try {
-        const lh = 40; const lw = Math.min(150, lh * (opts.logo.w / opts.logo.h));
-        doc.addImage(opts.logo.dataURL, "PNG", ML, 26, lw, lh, undefined, "FAST");
-      } catch { /* ignore */ }
-    }
     doc.setFont("helvetica", "bold"); doc.setFontSize(16); doc.setTextColor(...TEXT);
     doc.text(report.title, W / 2, 48, { align: "center" });
     y = 82;
@@ -257,7 +253,7 @@ function buildReport(doc: jsPDF, report: StructuredReport, opts: RenderOpts): js
     y += 28;
   }
 
-  drawFooter();
+  if (!opts.skipFooter) drawFooter();
   return doc;
 }
 
@@ -268,6 +264,11 @@ export function renderReportPdf(report: StructuredReport, opts: RenderOpts): jsP
   return buildReport(doc, report, opts);
 }
 
+/** Append a structured financial report to an EXISTING doc, starting on its current page (batch packets). */
+export function appendStructuredReportPdf(doc: jsPDF, report: StructuredReport, opts: RenderOpts): jsPDF {
+  return buildReport(doc, report, opts);
+}
+
 /**
  * Render a financial report PDF that opens with the shared branded cover page
  * (same look as the general Report Generator), followed by the report body.