- Add CSV export utility for ledger data (generateLedgerCSV)
- Export formatters: pence to pounds, proper CSV escaping
- Date range filtering (from/to inputs) on reports page
- Export CSV button with proper formatting for accountants
- New \"Trends\" tab with visual profit trend chart
- SVG bar chart shows last 12 months of profit
- Charts color-coded: green (profit), red (loss)
- Shows monthly values and best/worst month stats
- Export functionality:
- Filters by date range
- Combines all income sources (orders + manual sales)
- Includes COGS (purchases) and expenses
- Generates PDF-ready CSV with summary rows
- Downloads with proper date-stamped filename
CSV exports are formatted for accountants and tax software:
- Includes summary totals
- Proper date formatting (DD/MM/YYYY)
- Escaped descriptions for safe import
- Clear categorization
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
- Add new HMRC Report tab to accounts reports
- Show total turnover (web + manual sales)
- Calculate cost of goods sold from purchases
- Display gross profit and profit margin
- Show operating expenses breakdown
- Calculate net profit before tax
- Estimate tax liability (19% corporation tax)
- Include HMRC checklist of what needs to be reported
- Help admin prepare for Self Assessment submission
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
Created getReportData server action to fetch Orders, ManualSales, and
Expenses from database. Split reports page into server component (fetches
data) and client component (renders charts). Reports now display actual
business data instead of mock data - monthly profit, expense breakdown,
and cash flow tables.
Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
