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feat: Implement new General Ledger frontend section with comprehensive report screens and cash/bank account management

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- Added a new Ledgers sidebar section for statutory-format financial reports and cash/bank-account management.
- Introduced dedicated GL client for API interactions, handling response envelopes and error management.
- Developed report screens for Trial Balance, Balance Sheet, General Ledger, Profit & Loss, Cash Flow, Budget vs Actual, and a new Tax Report.
- Implemented CSV download functionality alongside existing PDF downloads for all report screens.
- Separated Cash and Bank accounts into distinct tables/endpoints, with updated create forms and unified list view.
- Created a new Accounts section for Cheque Management, moving Cash/Bank Accounts from the Ledgers section.
- Updated RBAC navigation to include new permissions and sub-navigation items for the added features.
- Ensured compliance with GL's updated API contract, including renaming fields and adjusting response shapes.
- Addressed various bugs and presentation issues, enhancing user experience across the new module.
This commit is contained in:
Haritha Randunu
2026-07-31 17:57:55 +05:30
parent 76484c7268
commit 22657f0910
49 changed files with 5707 additions and 27 deletions
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docs/00-CORE.md
+5 -1
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@@ -45,7 +45,9 @@ erp-monorepo/
├── 02-SECURITY.md # accepted-risks register + per-feature security checklist
├── 10-BACKEND-PHASE1.md # backend spec: SRS + ER/entities + tech + architecture
├── 11-BACKEND-PHASE1.md # backend API reference (complete req/res)
└── 20-FRONTEND.md # frontend user-flows + architecture rules + validation posture
├── 12-GENERAL-LEDGER-INTEGRATION.md # ERPCore ↔ external General Ledger service (transport only)
├── 20-FRONTEND.md # frontend user-flows + architecture rules + validation posture
└── 21-GENERAL-LEDGER-FRONTEND.md # Ledgers section: reports UI + cash/bank accounts
```
The `Backend/ERPCore/` internal layout is created in §5.3.
@@ -340,6 +342,8 @@ All frontend work is governed by `20-FRONTEND.md`.
| API endpoints, request/response shapes, error catalog, enums (Phase 1) | **`11-BACKEND-PHASE1.md`** |
| HRM requirements, business rules, entities, ER model (Phase 2) | **`12-BACKEND-HRM.md`** |
| HRM API endpoints, request/response shapes, error catalog (Phase 2) | **`13-BACKEND-HRM-API.md`** |
| Connecting to the external General Ledger service (proxy, config, API key) | **`12-GENERAL-LEDGER-INTEGRATION.md`** |
| The Ledgers frontend section (reports, cash/bank accounts) | **`21-GENERAL-LEDGER-FRONTEND.md`** |
| Frontend user-flows, screen flow, architecture rules, validation posture (Phase 1) | **`20-FRONTEND.md`** |
| HRM frontend user-flows (Phase 2) | **`21-FRONTEND-HRM.md`** |
| Manufacturing requirements, business rules, entities, stock/costing integration, API (Phase 2) | **`30-BACKEND-PHASE2.md`** |