From e11a48e8bfe6470dea7e9573af6afe305f97233f Mon Sep 17 00:00:00 2001
From: renee-png <renee@avriacam.com>
Date: Fri, 19 Jun 2026 00:33:07 -0400
Subject: [PATCH] Reconciliation Checks: self-contained PDF button in the
 report

The page-level exporter wasn't reliably producing the Reconciliation
Checks PDF. Add a dedicated 'PDF' button inside the report card that
generates it directly from the checks (Check/Assertion/Residual/Status,
failing rows in red), independent of the toolbar export path.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
---
 .../accounting/AccountingReportsPage.tsx      | 33 +++++++++++++++++--
 1 file changed, 30 insertions(+), 3 deletions(-)

diff --git a/src/pages/accounting/AccountingReportsPage.tsx b/src/pages/accounting/AccountingReportsPage.tsx
index a1721b0..2f0ef71 100644
--- a/src/pages/accounting/AccountingReportsPage.tsx
+++ b/src/pages/accounting/AccountingReportsPage.tsx
@@ -698,7 +698,7 @@ export default function AccountingReportsPage({ association }: { association?: {
         )}
         {active === "reconciliation" && (
           <ReportSheet title="Reconciliation Checks" companyName={associationName ?? "Company"} period={rangeLabel} logoUrl={logoUrl}>
-            <ReconciliationReport d={data} currency={cur} />
+            <ReconciliationReport d={data} currency={cur} companyName={associationName ?? "Company"} rangeLabel={rangeLabel} />
           </ReportSheet>
         )}
         {isFinancial && !(active === "pnl" && pnlMonthView) && (
@@ -1294,21 +1294,48 @@ function buildReconChecks(d: any): RecCheck[] {
   });
 }
 
-function ReconciliationReport({ d, currency }: { d: any; currency: string }) {
+function ReconciliationReport({ d, currency, companyName, rangeLabel }: { d: any; currency: string; companyName?: string; rangeLabel?: string }) {
   if (!d) return <div className="text-sm text-muted-foreground">Loading…</div>;
   const checks = buildReconChecks(d);
   const ok = (r: number) => Math.abs(r) < 0.005;
   const allPass = checks.every((c) => c.pass);
 
+  // Self-contained PDF (doesn't depend on the page-level exporter).
+  const downloadPdf = () => {
+    const doc = new jsPDF({ unit: "pt", format: "letter" });
+    doc.setFontSize(16); doc.setFont("helvetica", "bold");
+    doc.text("Reconciliation Checks", 40, 50);
+    doc.setFontSize(10); doc.setFont("helvetica", "normal"); doc.setTextColor(90);
+    if (companyName) doc.text(companyName, 40, 68);
+    if (rangeLabel) doc.text(rangeLabel, 40, 82);
+    doc.setTextColor(0);
+    autoTable(doc, {
+      startY: 96,
+      head: [["Check", "Assertion", "Residual", "Status"]],
+      body: checks.map((c) => [c.id, c.label, money(c.residual, currency), c.pass ? "Pass" : "FAIL"]),
+      styles: { font: "helvetica", fontSize: 9, cellPadding: 5 },
+      headStyles: { fillColor: [30, 41, 59], textColor: 255, fontStyle: "bold" },
+      columnStyles: { 0: { cellWidth: 50 }, 2: { halign: "right", cellWidth: 90 }, 3: { halign: "right", cellWidth: 60 } },
+      didParseCell: ({ section, row, column, cell }) => {
+        if (section === "body" && !checks[row.index]?.pass && (column.index === 2 || column.index === 3)) {
+          cell.styles.textColor = [220, 38, 38]; cell.styles.fontStyle = "bold";
+        }
+      },
+      margin: { left: 40, right: 40 },
+    });
+    doc.save(`reconciliation-checks-${(companyName || "company").replace(/[^a-z0-9]+/gi, "_")}.pdf`);
+  };
+
   return (
     <Card>
-      <CardHeader>
+      <CardHeader className="flex-row items-center justify-between space-y-0">
         <CardTitle className="text-base flex items-center gap-2">
           Reconciliation Checks
           <span className={`text-xs rounded px-2 py-0.5 ${allPass ? "bg-emerald-100 text-emerald-700" : "bg-red-100 text-red-700"}`}>
             {allPass ? "All passing" : "Residuals present"}
           </span>
         </CardTitle>
+        <Button variant="outline" size="sm" onClick={downloadPdf}><FileDown className="mr-1 h-4 w-4" /> PDF</Button>
       </CardHeader>
       <CardContent className="p-0">
         <Table>