feat: add demo data and bank modal for sponsor demo

.doc/demo-slide-deck.md

@@ -0,0 +1,131 @@
+# Smart GL - Demo Overview for Business Sponsor
+
+## 1. Welcome to Your New Financial Command Centre
+
+**What you're looking at:** Your complete financial picture - all in one place.
+
+- Dashboard shows money in, money out, and profit at a glance
+- No more switching between bank apps and spreadsheets
+- Everything update automatically from your connected bank
+- Safe and secure - Australian financial data standards
+
+---
+
+## 2. See Every Transaction - Automatically
+
+**What you're looking at:** Every payment as it happens.
+
+- Bank feeds connect directly to 135+ Australian banks
+- Transactions appear within minutes of hitting your account
+- Smart categorisation sorts payments automatically (wages, materials, etc.)
+- Easy search - find any transaction in seconds
+- Demo shows sample data from "Coastal Trades" business
+
+---
+
+## 3. Chat with Your CFO - Ask Anything
+
+**What you're looking at:** Your AI financial assistant.
+
+- Ask "How did we do this month?" → instant answer
+- Ask "What's our cash runway?" → clear response
+- Ask "Show me anomalies" → highlights problems to review
+- No accounting training needed - plain English only
+- Works like having a financial expert on call 24/7
+
+---
+
+## 4. Spot Problems Before They Grow
+
+**What you're looking at:** Alerts for unusual activity.
+
+- Duplicate payments - catches when the same bill gets paid twice
+- Unusual vendor payments - flags first-time suppliers
+- Missing receipts - reminds you when documentation is needed
+- All issues ranked by how urgent they are (high/medium/low)
+- Click to dismiss or mark as resolved
+
+---
+
+## 5. Cash Flow Forecast - Never Run Dry
+
+**What you're looking at:** Your money future.
+
+- See cash position today and weeks ahead
+- Warning flags when BAS or tax payments are coming
+- Runway calculation - how many months until you need more cash
+- Plan ahead with confidence
+- Demo data shows realistic example
+
+---
+
+## 6. Monthly Briefing - Done For You
+
+**What you're looking at:** Month-end summary, instant.
+
+- Revenue, expenses, profit - all calculated
+- What changed vs last month (up/down percentages)
+- Positive wins to celebrate
+- Items needing your attention
+- Ready to send to your accountant or advisor
+
+---
+
+## 7. Connect Your Bank in Minutes
+
+**What you're looking at:** Adding a new bank account.
+
+- Click "Add Bank Account" button
+- Select from 135+ Australian banks
+- Enter account details (BSB + account number)
+- Done - starts syncing immediately
+- Demo shows how the form works
+
+---
+
+## 8. Export Reports for Your Advisor
+
+**What you're looking at:** One-click report export.
+
+- Profit & Loss (P&L) - what you made or lost
+- Balance Sheet - what you own vs owe
+- GST/BAS - tax ready figures
+- Trial Balance - account-level detail
+- Click "Export PDF" → clean professional document
+
+---
+
+## 9. Industry Comparison - How Do You Stack Up?
+
+**What you're looking at:** Your performance vs similar businesses.
+
+- See where you are vs industry benchmarks
+- Gross margin percentile - are you above or below average?
+- Net profit comparison
+- Operating cost comparison
+- Demo compares to "Professional Services" industry
+
+---
+
+## 10. Key Takeaways for You
+
+1. **Save time** - automatic transaction import
+2. **See more** - complete financial picture
+3. **Get alerts** - problems caught early
+4. **Plan ahead** - cash flow forecast
+5. **Share easily** - export PDF reports
+
+**Ready to try?** Visit the demo at smart-GL and click around.
+
+---
+
+## Demo Login Quick Guide
+
+| Feature | Where | What to Click |
+|---------|-------|------------|
+| See transactions | Transactions | Sort by category |
+| CFO chat | CFO Dashboard | Ask a question |
+| Cash flow | CFO Dashboard | Look at forecast card |
+| Add bank | Bank Feeds | Add Bank Account |
+| Export report | Reports | Export PDF |
+| View anomalies | CFO Dashboard | Anomalies card |

apps/web/app/bank-feeds/page.tsx

@@ -4,6 +4,7 @@ import { RefreshCw, Plus, CheckCircle2, AlertCircle, Clock } from "lucide-react"
 import { Button } from "@/components/ui/button";
 import { useToast } from "@/hooks/use-toast";
 import { DemoAccountsPanel } from "@/components/DemoAccountsPanel";
+import { AddBankModal } from "@/components/AddBankModal";
 
 const CONNECTIONS = [
   { id: "c1", bank: "ANZ",     name: "Business Everyday",  number: "****4521", balance: "$82,345.20", lastSync: "Today 09:14", status: "active",  txnCount: 143 },
@@ -13,6 +14,7 @@ const CONNECTIONS = [
 export default function BankFeedsPage() {
   const [syncing, setSyncing] = useState(false);
   const [demoAccounts, setDemoAccounts] = useState<DemoAccount[]>([]);
+  const [showAddModal, setShowAddModal] = useState(false);
   const { toast }  = useToast();
 
   interface DemoAccount {
@@ -63,7 +65,7 @@ export default function BankFeedsPage() {
             <RefreshCw size={14} className={`mr-1.5 ${syncing ? "animate-spin" : ""}`} />
             Sync All
           </Button>
-          <Button size="sm">
+          <Button size="sm" onClick={() => setShowAddModal(true)}>
             <Plus size={14} className="mr-1.5" />
             Add Bank Account
           </Button>
@@ -142,6 +144,8 @@ export default function BankFeedsPage() {
           <p>Transactions are fetched 30 days back on each sync to capture delayed postings. Deduplication is guaranteed by Basiq transaction ID.</p>
         </div>
       </div>
+
+      <AddBankModal isOpen={showAddModal} onClose={() => setShowAddModal(false)} />
     </div>
   );
 }

apps/web/app/cfo/page.tsx

@@ -40,13 +40,16 @@ export default function CfoDashboardPage() {
 
   useEffect(() => {
     Promise.all([
-      fetch("/api/cfo/anomalies").then(r => r.json()).catch(() => []),
-      fetch("/api/cfo/briefing").then(r => r.json()).catch(() => []),
+      fetch("/api/cfo/anomalies").then(r => r.json()).then(d => d.anomalies || []).catch(() => []),
+      fetch("/api/cfo/briefing").then(r => r.json()).then(d => Array.isArray(d) ? d : [d]).catch(() => []),
       fetch("/api/cfo/cash-flow").then(r => r.json()).catch(() => ({})),
     ]).then(([a, b, c]) => {
-      setAnomalies(a.anomalies || a || []);
-      setBriefings(b.briefings || b || []);
-      setCashFlow(c.forecast || c || []);
+      setAnomalies(a || []);
+      setBriefings(b || []);
+      const cf = c?.current ? [
+        { period: c.current.month_year, inflow: c.current.inflows_cents/100, outflow: c.current.outflows_cents/100, net: (c.current.closing_cents - c.current.opening_cents)/100 }
+      ] : [];
+      setCashFlow(cf);
     }).catch(console.error)
     .finally(() => setLoading(false));
   }, []);
@@ -117,14 +120,20 @@ export default function CfoDashboardPage() {
               <div className="text-muted-foreground">Loading...</div>
             ) : anomalies.length > 0 ? (
               <div className="space-y-3">
-                {anomalies.slice(0, 5).map((a) => (
+                {anomalies.slice(0, 5).map((a: any) => (
                   <div key={a.id} className="p-3 bg-amber-50 rounded-lg">
-                    <div className="text-sm font-medium">{a.type}</div>
+                    <div className="text-sm font-medium">{a.title}</div>
                     <div className="text-xs text-muted-foreground mt-1">
                       {a.description}
                     </div>
-                    <div className="text-xs font-medium mt-2">
-                      ${a.amount.toLocaleString()}
+                    <div className="text-xs font-medium mt-2 flex items-center gap-2">
+                      <span className={`px-2 py-0.5 rounded ${
+                        a.severity === "high" ? "bg-red-100 text-red-700" :
+                        a.severity === "medium" ? "bg-orange-100 text-orange-700" :
+                        "bg-gray-100 text-gray-600"
+                      }`}>
+                        {a.severity}
+                      </span>
                     </div>
                   </div>
                 ))}

apps/web/app/reports/page.tsx

@@ -62,14 +62,43 @@ export default function ReportsPage() {
   const totalExpenses = PL_DATA.expenses.reduce((s, r) => s + r.amount, 0);
   const netProfit     = grossProfit - totalExpenses;
 
+  const handleExportPDF = () => {
+    const content = document.getElementById("report-content");
+    if (!content) return;
+    const printWindow = window.open("", "_blank");
+    if (!printWindow) return;
+    printWindow.document.write(`
+      <html>
+        <head>
+          <title>Coastal Trades - Financial Report</title>
+          <style>
+            body { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; padding: 40px; }
+            h1 { font-size: 24px; margin-bottom: 4px; }
+            .subtitle { color: #666; font-size: 14px; margin-bottom: 24px; }
+            table { width: 100%; border-collapse: collapse; margin-bottom: 16px; }
+            th, td { padding: 8px 12px; text-align: left; border-bottom: 1px solid #eee; }
+            th { background: #f9f9f9; font-weight: 600; font-size: 12px; text-transform: uppercase; }
+            .total-row { font-weight: bold; background: #f0f9ff; }
+            .profit { color: #16a34a; }
+            .loss { color: #dc2626; }
+            @media print { body { padding: 20px; } }
+          </style>
+        </head>
+        <body>${content.innerHTML}</body>
+      </html>
+    `);
+    printWindow.document.close();
+    printWindow.print();
+  };
+
   return (
     <div className="space-y-5">
       <div className="flex items-center justify-between">
         <div>
           <h1 className="text-2xl font-bold text-gray-900">Reports</h1>
           <p className="text-sm text-gray-500 mt-0.5">Coastal Trades Pty Ltd · FY 2024–25</p>
         </div>
-        <Button variant="outline" size="sm">
+        <Button variant="outline" size="sm" onClick={handleExportPDF}>
           <Download size={14} className="mr-1.5" />
           Export PDF
           <DemoBadge />