Directors & Dividends — Document Generation & UI Polish

Board Minutes PDF Generation

SpeyBooks now generates professional board minutes PDFs directly from the director detail page — no templates, no third-party tools.

• Companies Act compliant layout — resolution text, attendee list, financial summary, dividend allocations table, and dual signature blocks (Chair and Company Secretary/Director) on a single A4 page.
• Resolution reference traceability — each set of minutes carries a reference (e.g. BM-2026-02-DIV-06) that cross-references to the dividend voucher, giving HMRC a complete paper trail from board approval to shareholder payment.
• Verification ID — deterministic hash-based ID for document authenticity, matching the voucher verification pattern.
• Separate API route — board minutes PDF is served from its own endpoint, keeping the resource model clean.

Dividend Voucher & Minutes Downloads

Both documents are now accessible directly from the Dividend History table on the director detail page.

• Clickable voucher numbers — the voucher column now links directly to the voucher PDF download. Click DIV-0004 to download DIV-0004.pdf.
• Minutes download link — a “Minutes ↓” link beneath each voucher number downloads the associated board minutes PDF as Minutes-DIV-0004.pdf.
• Meaningful filenames — downloaded PDFs use the voucher number and resolution reference rather than internal IDs.

DatePicker Migration

All native date inputs across the Directors and Dividends flows have been replaced with the custom Radix UI DatePicker component.

• Consistent dd/mm/yyyy format — calendar popover with UK date formatting across all six date fields: Director create (appointed date), Director edit (appointed and resigned dates), DLA transaction form, Profit check (financial year end), and Board minutes (meeting date).
• Dark mode support — the DatePicker uses semantic tokens for full theme compatibility.

Dividend Table Alignment

• Auto layout — the table uses content-driven column widths instead of fixed proportions, preventing layout shift as data changes.
• Actions column — uses shrink-to-fit sizing so Pay, Void, and download controls sit flush-right without wasted space.
• Tabular numbers — amounts render in JetBrains Mono with tabular figures for vertical decimal alignment.

Button Hierarchy

• Declare Dividend promoted to primary — the main dividend action on the director detail page now uses brand blue (btn-primary), establishing clear visual hierarchy over secondary actions like Edit.

Director Detail Dashboard (v4.9.3)

The director detail page moved from a 7-section vertical stack to a 3-row dashboard grid, reducing scroll by roughly 50%.

• Row 1 — Stat cards — DLA balance, transaction count, and warnings for instant context.
• Row 2 — Profile vs Ledger — director information, shareholding, and S455 connected person in a fixed-width left column. DLA transaction ledger and year-end snapshots stack in the right column.
• Row 3 — Dividend history promoted — full-width row with horizontal breathing room for actions. No longer buried as section 7 of 7.
• Snapshots always visible — year-end snapshots are a permanent card rather than a collapsible accordion. In accounting, hidden equals unverified — S455 exposure and BiK data are too important to tuck behind a toggle.