From ba6019751f7ad067af8aa9ea30eaadaa76dad6da Mon Sep 17 00:00:00 2001
From: Andreas Knuth <andreas.knuth@gmail.com>
Date: Wed, 10 Jun 2026 16:21:42 -0500
Subject: [PATCH] anonym. reports

---
 public/js/views/accounting-view.js       | 12 ++++++++++--
 src/routes/accounting.js                 |  7 +++++--
 templates/customer-revenue-template.html |  2 +-
 3 files changed, 16 insertions(+), 5 deletions(-)

diff --git a/public/js/views/accounting-view.js b/public/js/views/accounting-view.js
index 8e3a7fe..52409e8 100644
--- a/public/js/views/accounting-view.js
+++ b/public/js/views/accounting-view.js
@@ -504,6 +504,10 @@ export function injectReportsControls() {
                                 <input type="date" id="cr-end" value="${crEndDate}" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm"></div>
                             <button onclick="window.accountingView.loadCustomerRevenue()" 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.exportCustomerRevenuePdf()" 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">📄 Export PDF</button>
+                            <label class="flex items-center gap-1 pt-5 text-xs text-gray-600 cursor-pointer">
+                                <input type="checkbox" id="cr-anonymize" class="h-4 w-4 text-blue-600 border-gray-300 rounded">
+                                Anonymize
+                            </label>
                         </div>
                         <div id="cr-result"></div>
                     </div>
@@ -553,8 +557,10 @@ export async function loadTaxSummary() {
 export async function loadCustomerRevenue() {
     crStartDate = document.getElementById('cr-start').value;
     crEndDate   = document.getElementById('cr-end').value;
+    const anonymize = document.getElementById('cr-anonymize')?.checked || false;
     if (!crStartDate || !crEndDate) return showError('cr-result', 'Please select both start and end dates.');
     showLoading('cr-result', 'Loading customer revenue...');
+    const maskName = (name) => anonymize ? name.charAt(0) : name;
     try {
         const data = await window.API.accounting.getCustomerRevenue(crStartDate, crEndDate);
         if (data.error) return showError('cr-result', data.error);
@@ -571,7 +577,7 @@ export async function loadCustomerRevenue() {
             const rev = parseFloat(r.total_revenue) || 0;
             const pct = grandTotal > 0 ? ((rev / grandTotal) * 100).toFixed(1) : '0.0';
             rowsHtml += `<tr class="border-t hover:bg-gray-50">
-                <td class="px-3 py-2 text-sm font-medium">${rank}. ${escapeHtml(r.customer_name)}</td>
+                <td class="px-3 py-2 text-sm font-medium">${rank}. ${escapeHtml(maskName(r.customer_name))}</td>
                 <td class="px-3 py-2 text-sm text-center">${r.invoice_count}</td>
                 <td class="px-3 py-2 text-sm text-right">${fmtMoney(rev)}</td>
                 <td class="px-3 py-2 text-sm text-right text-gray-500">${pct}%</td>
@@ -604,8 +610,10 @@ export async function loadCustomerRevenue() {
 export function exportCustomerRevenuePdf() {
     const startEl = document.getElementById('cr-start');
     const endEl   = document.getElementById('cr-end');
+    const anonymize = document.getElementById('cr-anonymize')?.checked || false;
     if (!startEl?.value || !endEl?.value) return alert('Please select start and end dates first.');
-    const url = `/api/accounting/reports/customer-revenue/pdf?startDate=${startEl.value}&endDate=${endEl.value}`;
+    let url = `/api/accounting/reports/customer-revenue/pdf?startDate=${startEl.value}&endDate=${endEl.value}`;
+    if (anonymize) url += '&anonymize=true';
     window.open(url, '_blank');
 }
 
diff --git a/src/routes/accounting.js b/src/routes/accounting.js
index b20fe7e..d37f75d 100644
--- a/src/routes/accounting.js
+++ b/src/routes/accounting.js
@@ -164,7 +164,7 @@ router.get('/reports/customer-revenue', async (req, res) => {
 
 router.get('/reports/customer-revenue/pdf', async (req, res) => {
     try {
-        const { startDate, endDate } = req.query;
+        const { startDate, endDate, anonymize } = req.query;
         if (!startDate || !endDate) {
             return res.status(400).json({ error: 'startDate and endDate are required' });
         }
@@ -189,6 +189,8 @@ router.get('/reports/customer-revenue/pdf', async (req, res) => {
         const rows = result.rows;
         const grandTotal = rows.length > 0 ? parseFloat(rows[0].grand_total) || 0 : 0;
         const totalInvoices = rows.reduce((s, r) => s + parseInt(r.invoice_count), 0);
+        const doAnonymize = anonymize === 'true';
+        const maskName = (name) => doAnonymize ? name.charAt(0) : name;
 
         let rowsHtml = '';
         let rank = 0;
@@ -197,7 +199,7 @@ router.get('/reports/customer-revenue/pdf', async (req, res) => {
             const rev = parseFloat(r.total_revenue) || 0;
             const pct = grandTotal > 0 ? ((rev / grandTotal) * 100).toFixed(1) : '0.0';
             rowsHtml += `<tr>
-                <td class="name">${rank}. ${r.customer_name}</td>
+                <td class="name">${rank}. ${maskName(r.customer_name)}</td>
                 <td class="number">${r.invoice_count}</td>
                 <td class="number">$${formatMoney(rev)}</td>
                 <td class="number">${pct}%</td>
@@ -223,6 +225,7 @@ router.get('/reports/customer-revenue/pdf', async (req, res) => {
             .replace('{{SLOGAN}}', 'Providing IT Services and Support in South Texas Since 1996')
             .replace('{{DATE_RANGE}}', dateRange)
             .replace('{{GENERATED_DATE}}', generated)
+            .replace('{{ANONYMIZED_NOTE}}', doAnonymize ? ' (anonymized)' : '')
             .replace('{{ROWS}}', rowsHtml);
 
         const pdf = await generatePdfFromHtml(html);
diff --git a/templates/customer-revenue-template.html b/templates/customer-revenue-template.html
index 34de41f..447f862 100644
--- a/templates/customer-revenue-template.html
+++ b/templates/customer-revenue-template.html
@@ -43,7 +43,7 @@
             </div>
         </div>
 
-        <div class="document-type">CUSTOMER REVENUE REPORT</div>
+        <div class="document-type">CUSTOMER REVENUE REPORT{{ANONYMIZED_NOTE}}</div>
 
         <div class="report-meta">
             <p>Period: {{DATE_RANGE}} &middot; Generated: {{GENERATED_DATE}}</p>