The customer Ledger tab + statement defaulted to the current calendar year,
so older payments looked missing and didn't line up with the main-app owner
ledger (all-time). Default the "From" date to the earliest transaction
(user can still narrow), so the accounting ledger/statement matches the
main owner ledger.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Budget vs Actuals now exports (CSV + branded PDF); previously the page's
export buttons were disabled for it. Wired into hasOwnExport with its own
buttons in the report.
- Apply the shared branded cover page to the remaining PDF exports so they
match the main scheme: homeowner account Statement (AccountingCustomer
DetailPage), Trial Balance, and General Ledger.
Note: payments already render on the accounting customer ledger/statement
via payments_received (phase 3+4).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Extract the general Report Generator's branded cover (cover image/band,
logo, title, prepared-for/by) into shared src/lib/reportCover.ts. Financial
reports now open with the same cover: platform AccountingReportsPage via new
renderReportPdfWithCover(), and the Zoho/Board financial reports
(zohoFinancialReportPdf generators). ReportGeneratorPage refactored to use
the shared module (removes duplicated cover code).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1: gate the Accounting sidebar item and /dashboard/accounting route
behind isAdmin via a RequireAdmin guard; Financial Reports stay visible.
Phase 2: platform associations now read the Chart of Accounts from
accounting.accounts (single source) instead of public.chart_of_accounts.
Shared fetchChartOfAccounts() normalizes both sources; central COA hooks
and ChartOfAccountsDropdown route through it (reads only, no migration).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
mergeHomeownersByAddress reassigned invoices/transactions/work_orders/
estimates but missed payments_received, orphaning payment references on
the deleted duplicate. Add it to the FK reassignment list.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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