Files
acmcc/src/pages/board/BoardFinancialReportsPage.tsx
T
admin e302fb91f0 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>
2026-06-02 18:29:31 -04:00

47 lines
1.8 KiB
TypeScript

import { Building2 } from "lucide-react";
import { useBoardAssociations } from "@/contexts/BoardAssociationContext";
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
import AccountingReportsPage from "@/pages/accounting/AccountingReportsPage";
/**
* Board Financial Reports mirror the staff Accounting Reports (P&L, Balance Sheet,
* Cash Flow, Movement of Equity, Trial Balance, General Ledger, Reserve Fund,
* AR/AP Aging, Budget vs Actuals, Reconciliation), scoped to the board's selected
* association. Board members have read-only access to the accounting ledger via RLS.
*/
export default function BoardFinancialReportsPage() {
const { associations, selectedAssociationId, setSelectedAssociationId, loading } = useBoardAssociations();
if (loading) {
return (
<div className="flex justify-center py-12">
<div className="h-8 w-8 animate-spin rounded-full border-4 border-primary border-t-transparent" />
</div>
);
}
const selected = associations.find((a) => a.id === selectedAssociationId) ?? null;
return (
<div className="space-y-4">
{associations.length > 1 && (
<div className="flex items-center justify-end">
<Select value={selectedAssociationId ?? ""} onValueChange={setSelectedAssociationId}>
<SelectTrigger className="w-[240px]">
<Building2 className="h-4 w-4 mr-2 text-muted-foreground" />
<SelectValue placeholder="Select association" />
</SelectTrigger>
<SelectContent>
{associations.map((a) => (
<SelectItem key={a.id} value={a.id}>{a.name}</SelectItem>
))}
</SelectContent>
</Select>
</div>
)}
<AccountingReportsPage association={selected} />
</div>
);
}