PDF Export Report

2026-06-10 17:21:29 -05:00
parent ba6019751f
commit 8959064080
3 changed files with 246 additions and 1 deletions
--- a/public/js/views/accounting-view.js
+++ b/public/js/views/accounting-view.js
@@ -458,6 +458,7 @@ export function injectReportsControls() {
                                    <option value="Cash" ${plAccountingMethod === 'Cash' ? 'selected' : ''}>Cash</option>
                                </select></div>
                            <button onclick="window.accountingView.loadProfitLoss()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
+                            <button onclick="window.accountingView.exportProfitLossPdf()" class="px-3 py-1.5 bg-gray-100 hover:bg-gray-200 text-gray-700 rounded-md text-sm font-medium border border-gray-300">📄 PDF</button>
                        </div>
                        <div id="pl-result"></div>
                    </div>
@@ -474,6 +475,7 @@ export function injectReportsControls() {
                                    <option value="Cash" ${bsAccountingMethod === 'Cash' ? 'selected' : ''}>Cash</option>
                                </select></div>
                            <button onclick="window.accountingView.loadBalanceSheet()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
+                            <button onclick="window.accountingView.exportBalanceSheetPdf()" class="px-3 py-1.5 bg-gray-100 hover:bg-gray-200 text-gray-700 rounded-md text-sm font-medium border border-gray-300">📄 PDF</button>
                        </div>
                        <div id="bs-result"></div>
                    </div>
@@ -490,6 +492,7 @@ export function injectReportsControls() {
                                    <option value="Cash" ${tsAccountingMethod === 'Cash' ? 'selected' : ''}>Cash</option>
                                </select></div>
                            <button onclick="window.accountingView.loadTaxSummary()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
+                            <button onclick="window.accountingView.exportTaxSummaryPdf()" class="px-3 py-1.5 bg-gray-100 hover:bg-gray-200 text-gray-700 rounded-md text-sm font-medium border border-gray-300">📄 PDF</button>
                        </div>
                        <div id="ts-result"></div>
                    </div>
@@ -617,6 +620,31 @@ export function exportCustomerRevenuePdf() {
    window.open(url, '_blank');
 }

+export function exportProfitLossPdf() {
+    const startEl = document.getElementById('pl-start');
+    const endEl   = document.getElementById('pl-end');
+    const method  = document.getElementById('pl-method')?.value || 'Accrual';
+    if (!startEl?.value || !endEl?.value) return alert('Please select start and end dates first.');
+    window.open(`/api/accounting/reports/profit-loss/pdf?startDate=${startEl.value}&endDate=${endEl.value}&accountingMethod=${method}`, '_blank');
+}
+
+export function exportBalanceSheetPdf() {
+    const asOf = document.getElementById('bs-asof');
+    const method = document.getElementById('bs-method')?.value || 'Accrual';
+    if (!asOf?.value) return alert('Please select an as-of date first.');
+    window.open(`/api/accounting/reports/balance-sheet/pdf?asOfDate=${asOf.value}&accountingMethod=${method}`, '_blank');
+}
+
+export function exportTaxSummaryPdf() {
+    const monthEl = document.getElementById('ts-month');
+    const method  = document.getElementById('ts-method')?.value || 'Accrual';
+    if (!monthEl?.value) return alert('Please select a month first.');
+    const [y, m] = monthEl.value.split('-').map(Number);
+    const startDate = firstOfMonthISO(y, m - 1);
+    const endDate = lastOfMonthISO(y, m - 1);
+    window.open(`/api/accounting/reports/tax-summary/pdf?startDate=${startDate}&endDate=${endDate}&accountingMethod=${method}`, '_blank');
+}
+
 function renderQboReport(report) {
    if (!report || !report.Header) return `<p class="text-sm text-gray-500">No report data.</p>`;
    const cols = (report.Columns && report.Columns.Column) || [];
@@ -1388,5 +1416,8 @@ window.accountingView = {
    recordTaxPayment,
    markTaxPaidExternal,
    loadCustomerRevenue,
-    exportCustomerRevenuePdf
+    exportCustomerRevenuePdf,
+    exportProfitLossPdf,
+    exportBalanceSheetPdf,
+    exportTaxSummaryPdf
 };
--- a/src/routes/accounting.js
+++ b/src/routes/accounting.js
@@ -242,6 +242,154 @@ router.get('/reports/customer-revenue/pdf', async (req, res) => {
    }
 });

+// ─── Shared Report PDF helper ──────────────────────────────────────
+
+function reportToHtml(report) {
+    const cols = (report.Columns && report.Columns.Column) || [];
+    const headHtml = cols.map(c =>
+        `<th>${escapeHtmlReport(c.ColTitle || '')}</th>`
+    ).join('');
+
+    function buildRows(rows, depth) {
+        if (!rows) return '';
+        const arr = Array.isArray(rows) ? rows : [rows];
+        let html = '';
+        for (const row of arr) {
+            const isSection = row.type === 'Section' || row.Rows || row.Summary;
+            const indent = depth * 16;
+
+            if (row.Header && row.Header.ColData) {
+                const cells = row.Header.ColData.map((c, i) =>
+                    `<td style="padding-left:${i === 0 ? 12 + indent : 0}px;${i === 0 ? ' font-weight:bold;' : ''}">${i === 0 ? escapeHtmlReport(c.value || '') : ''}</td>`
+                ).join('');
+                html += `<tr class="section-header">${cells}</tr>`;
+            }
+
+            if (isSection && row.Rows && row.Rows.Row)
+                html += buildRows(row.Rows.Row, depth + 1);
+
+            if (row.Summary && row.Summary.ColData) {
+                const cells = row.Summary.ColData.map((c, i) =>
+                    `<td style="padding-left:${i === 0 ? 12 + indent : 0}px;" class="cell-bold">${escapeHtmlReport(c.value || '')}</td>`
+                ).join('');
+                html += `<tr class="summary-row">${cells}</tr>`;
+            }
+
+            if (!isSection && row.ColData) {
+                const cells = row.ColData.map((c, i) =>
+                    `<td style="padding-left:${i === 0 ? 12 + indent : 0}px;">${escapeHtmlReport(c.value || '')}</td>`
+                ).join('');
+                html += `<tr>${cells}</tr>`;
+            }
+        }
+        return html;
+    }
+
+    const bodyHtml = buildRows(report.Rows && report.Rows.Row ? report.Rows.Row : null, 0);
+    return { headHtml, bodyHtml };
+}
+
+function escapeHtmlReport(s) {
+    if (s == null) return '';
+    return String(s)
+        .replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;').replace(/'/g, '&#39;');
+}
+
+async function renderReportPdf(res, title, meta, filename, reportObj) {
+    const templatePath = path.join(__dirname, '..', '..', 'templates', 'report-shell-template.html');
+    let html = await fs.readFile(templatePath, 'utf-8');
+    const logoHTML = await getLogoHtml();
+    const { headHtml, bodyHtml } = reportToHtml(reportObj);
+    const generated = new Date().toISOString().split('T')[0];
+
+    html = html
+        .replace('{{LOGO_HTML}}', logoHTML)
+        .replace('{{COMPANY_NAME}}', 'Bay Area Affiliates, Inc.')
+        .replace('{{COMPANY_ADDRESS}}', '1001 Blucher Street<br>Corpus Christi, Texas 78401')
+        .replace('{{SLOGAN}}', 'Providing IT Services and Support in South Texas Since 1996')
+        .replace('{{REPORT_TITLE}}', title)
+        .replace('{{REPORT_META}}', meta)
+        .replace('{{TABLE_HEAD}}', `<tr>${headHtml}</tr>`)
+        .replace('{{REPORT_BODY}}', bodyHtml)
+        .replace('{{GENERATED_DATE}}', generated);
+
+    const pdf = await generatePdfFromHtml(html);
+
+    const sanitized = filename.replace(/[^a-zA-Z0-9._-]/g, '-');
+    res.set({
+        'Content-Type': 'application/pdf',
+        'Content-Length': pdf.length,
+        'Content-Disposition': `attachment; filename="${sanitized}.pdf"`
+    });
+    res.end(pdf, 'binary');
+}
+
+// ─── P&L PDF ───────────────────────────────────────────────────────
+
+router.get('/reports/profit-loss/pdf', async (req, res) => {
+    try {
+        const startDate = req.query.startDate;
+        const endDate = req.query.endDate;
+        const method = req.query.accountingMethod || 'Accrual';
+        if (!startDate || !endDate) return res.status(400).json({ error: 'startDate and endDate required' });
+
+        const report = await accountingService.getProfitAndLoss({ startDate, endDate, accountingMethod: method });
+        await renderReportPdf(res,
+            'PROFIT & LOSS REPORT',
+            `Period: ${startDate} to ${endDate} · ${method}`,
+            `Profit-Loss-${startDate}-to-${endDate}`,
+            report
+        );
+    } catch (err) {
+        console.error('p&l pdf error:', err.message);
+        res.status(500).json({ error: err.message });
+    }
+});
+
+// ─── Balance Sheet PDF ─────────────────────────────────────────────
+
+router.get('/reports/balance-sheet/pdf', async (req, res) => {
+    try {
+        const asOfDate = req.query.asOfDate;
+        const method = req.query.accountingMethod || 'Accrual';
+        if (!asOfDate) return res.status(400).json({ error: 'asOfDate required' });
+
+        const report = await accountingService.getBalanceSheet({ asOfDate, accountingMethod: method });
+        await renderReportPdf(res,
+            'BALANCE SHEET',
+            `As of: ${asOfDate} · ${method}`,
+            `Balance-Sheet-${asOfDate}`,
+            report
+        );
+    } catch (err) {
+        console.error('balance-sheet pdf error:', err.message);
+        res.status(500).json({ error: err.message });
+    }
+});
+
+// ─── Sales Tax PDF ──────────────────────────────────────────────────
+
+router.get('/reports/tax-summary/pdf', async (req, res) => {
+    try {
+        const startDate = req.query.startDate;
+        const endDate = req.query.endDate;
+        const method = req.query.accountingMethod || 'Accrual';
+        if (!startDate || !endDate) return res.status(400).json({ error: 'startDate and endDate required' });
+
+        const report = await accountingService.getTaxSummary({ startDate, endDate, accountingMethod: method });
+        await renderReportPdf(res,
+            'SALES TAX LIABILITY',
+            `Period: ${startDate} to ${endDate} · ${method}`,
+            `Sales-Tax-${startDate}-to-${endDate}`,
+            report
+        );
+    } catch (err) {
+        console.error('tax-summary pdf error:', err.message);
+        res.status(500).json({ error: err.message });
+    }
+});
+
 // ════════════════════════════════════════════════════════════════════
 // Phase 2 Lieferung 1 — Sync + Cache-Reads
 // ════════════════════════════════════════════════════════════════════
--- a/templates/report-shell-template.html
+++ b/templates/report-shell-template.html
@@ -0,0 +1,66 @@
+<!DOCTYPE html>
+<html>
+<head>
+    <meta charset="UTF-8">
+    <style>
+        * { margin: 0; padding: 0; box-sizing: border-box; }
+        body { font-family: Arial, sans-serif; font-size: 14px; line-height: 1.6; color: #333; }
+        .container { max-width: 8.5in; margin: 0 auto; padding: 20px; }
+        .header { display: flex; justify-content: space-between; align-items: flex-start; margin-bottom: 20px; padding-bottom: 20px; border-bottom: 2px solid #333; }
+        .company-info { display: flex; align-items: flex-start; gap: 15px; }
+        .logo { width: 50px; height: 50px; }
+        .company-details h1 { font-size: 16px; font-weight: normal; margin-bottom: 2px; }
+        .company-details p { font-size: 14px; line-height: 1.4; }
+        .tagline { text-align: right; font-style: italic; font-size: 14px; margin-bottom: 20px; }
+        .document-type { font-size: 24px; font-weight: bold; color: #333; margin-bottom: 10px; }
+        .report-meta { margin-bottom: 20px; }
+        .report-meta p { font-size: 13px; color: #555; }
+        .items-table { width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 12px; }
+        .items-table th { background-color: #f5f5f5; border: 1px solid #000; padding: 6px 8px; font-weight: bold; text-align: right; }
+        .items-table th:first-child { text-align: left; }
+        .items-table td { border: 1px solid #000; padding: 6px 8px; text-align: right; }
+        .items-table td:first-child { text-align: left; }
+        .items-table td.cell-bold { font-weight: bold; }
+        .items-table tr.section-header td { background-color: #f0f0f0; font-weight: bold; }
+        .items-table tr.summary-row td { font-weight: bold; border-top-width: 2px; }
+        tr { page-break-inside: avoid; }
+    </style>
+</head>
+<body>
+    <div class="container">
+        <div class="header">
+            <div class="company-info">
+                {{LOGO_HTML}}
+                <div class="company-details">
+                    <h1>{{COMPANY_NAME}}</h1>
+                    <p>{{COMPANY_ADDRESS}}</p>
+                </div>
+            </div>
+            <div>
+                <div class="tagline">
+                    <em>{{SLOGAN}}</em>
+                </div>
+            </div>
+        </div>
+
+        <div class="document-type">{{REPORT_TITLE}}</div>
+
+        <div class="report-meta">
+            <p>{{REPORT_META}}</p>
+        </div>
+
+        <table class="items-table">
+            <thead>
+                {{TABLE_HEAD}}
+            </thead>
+            <tbody>
+                {{REPORT_BODY}}
+            </tbody>
+        </table>
+
+        <p style="text-align:right; font-size:11px; color:#888; margin-top:10px;">
+            Generated: {{GENERATED_DATE}}
+        </p>
+    </div>
+</body>
+</html>