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Accounting platform: remove Zoho, unify reports, board access, vendor sharing
- Remove the Zoho Books integration (edge functions, sync libs, settings, reports/overview, banking links, fees tab, import dialog); preserve fee rules as a standalone FeesTab and the COA accounting_system classification. - Financial Overview/Reports (staff + board) render the Accounting dashboard and reports; board reports mirror the rich Accounting Reports. - New Reserve Fund Schedule report + an is_reserve flag on accounts. - Unify all report exports to a branded format (logo + centered header + footer): shared ReportSheet (on-screen) and reportHeader (PDF). Budget vs Actuals and Bank Reconciliation PDFs now match the reference layout. - Render financial reports inline (no preview pop-up). - Budget Management mirrors Accounting Budgeting (staff-accessible) with SPA navigation; editable bills in the Accounting Bills page. - Negative opening balances flow through to the GL and reports (allow negative input; keep non-zero on save; signed CSV import). - Upload a per-account trial balance via CSV on Opening Balances. - Board members: read-only RLS access to their association's accounting ledger; editable board-members panel on the association page; share vendor contacts with the board (toggle + directory section). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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import { useMemo } from "react";
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import { Building2 } from "lucide-react";
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import { useAssociation } from "@/contexts/AssociationContext";
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
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import AccountingReportsPage from "@/pages/accounting/AccountingReportsPage";
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/**
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* Financial Reports now renders the same reporting suite used inside the
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* Accounting module, scoped to a single association. Staff pick the association
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* from the selector below (synced with the global association picker); board
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* members are routed through their own scoped wrapper.
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*/
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export default function FinancialReportsPage() {
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const { associations, selectedAssociation, setSelectedAssociation, loadingAssociations } =
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useAssociation() as {
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associations: { id: string; name: string }[];
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selectedAssociation: { id: string; name: string } | null;
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setSelectedAssociation: (a: { id: string; name: string } | null) => void;
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loadingAssociations: boolean;
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};
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const sorted = useMemo(
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() => [...(associations ?? [])].sort((a, b) => a.name.localeCompare(b.name)),
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[associations],
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);
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return (
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<div className="space-y-4">
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<div className="flex items-center justify-end">
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<Select
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value={selectedAssociation?.id ?? ""}
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onValueChange={(id) => {
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const next = sorted.find((a) => a.id === id) ?? null;
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setSelectedAssociation(next);
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}}
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>
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<SelectTrigger className="w-[240px]">
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<Building2 className="h-4 w-4 mr-2 text-muted-foreground" />
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<SelectValue placeholder={loadingAssociations ? "Loading…" : "Select association"} />
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</SelectTrigger>
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<SelectContent>
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{sorted.map((a) => (
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<SelectItem key={a.id} value={a.id}>{a.name}</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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<AccountingReportsPage association={selectedAssociation} />
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</div>
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);
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}
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