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>
This commit is contained in:
2026-06-02 18:29:31 -04:00
parent db20226d62
commit e302fb91f0
63 changed files with 2406 additions and 9514 deletions
+19 -11
View File
@@ -29,6 +29,8 @@ 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. */
logo?: { dataURL: string; w: number; h: number } | null;
};
type RGB = [number, number, number];
@@ -91,10 +93,16 @@ function buildReport(doc: jsPDF, report: StructuredReport, opts: RenderOpts): js
// Full header (page 1): title + metadata block + column header
const drawFullHeader = () => {
y = 50;
doc.setFont("helvetica", "bold"); doc.setFontSize(14); doc.setTextColor(...TEXT);
doc.text(report.title, ML, y);
y += 20;
// 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;
const meta = opts.meta ?? [
{ label: "Properties:", value: opts.companyName || "—" },
@@ -114,24 +122,24 @@ function buildReport(doc: jsPDF, report: StructuredReport, opts: RenderOpts): js
drawColHeader();
};
// Continuation header (page 2+): title + column header only
// Continuation header (page 2+): centered title + column header only
const drawContHeader = () => {
y = 50;
doc.setFont("helvetica", "bold"); doc.setFontSize(12); doc.setTextColor(...TEXT);
doc.text(report.title, ML, y);
y += 16;
doc.text(report.title, W / 2, 40, { align: "center" });
y = 56;
drawColHeader();
};
const drawFooter = () => {
const total = doc.getNumberOfPages();
const created = new Date().toLocaleDateString("en-US");
const gen = new Date().toLocaleString("en-US");
const pages = total - firstPage + 1;
// Footer only on content pages (skip any preceding cover page).
for (let p = firstPage; p <= total; p++) {
doc.setPage(p);
doc.setFont("helvetica", "normal"); doc.setFontSize(8); doc.setTextColor(...MUTED);
doc.text(`Created on ${created}`, ML, H - 28);
doc.text(`Page ${p - firstPage + 1}`, contentR, H - 28, { align: "right" });
doc.text(`Generated ${gen}`, ML, H - 28);
doc.text(`Page ${p - firstPage + 1} of ${pages}`, contentR, H - 28, { align: "right" });
}
};