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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/01-DOC-GUIDE.md
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@@ -38,10 +38,12 @@
| `11-BACKEND-PHASE1.md` | High | Backend **API reference**: every endpoint with complete request/response, error catalog, enums. | Any API contract / controller / client work (Phase 1). | Claude + humans |
| `12-BACKEND-HRM.md` | High | HRM backend spec: SRS, ER model, HRM-specific architecture notes. Schema is **authoritative** here. | Any HRM model / business-rule / requirement work (Phase 2). | Claude + humans |
| `13-BACKEND-HRM-API.md` | High | HRM **API reference**: every endpoint, error catalog additions, enums. | Any HRM API contract / controller work. | Claude + humans |
| `12-GENERAL-LEDGER-INTEGRATION.md` | High | ERPCore ↔ external **General Ledger service**: connection/proxy contract, config, progress. GL's own endpoint contract lives in the GL service's own repo, not here. | Any work touching the GL proxy or a future internal GL caller. | Claude + humans |
| `20-FRONTEND.md` | High | Frontend **user-flows**, architecture rules to follow, **validation posture**. | Any frontend work (Phase 1). | Claude + humans |
| `21-FRONTEND-HRM.md` | High | HRM frontend **user-flows**, screens, validation specifics. | Any HRM frontend work. | Claude + humans |
| `30-BACKEND-PHASE2.md` | High | Manufacturing (Production Lines) backend: SRS, ER model, status machines, stock/costing integration, **and** the full API contract — model and API in one doc, unlike Phase 1. Schema is **authoritative** here. | Any manufacturing model / rule / API work. | Claude + humans |
| `21-FRONTEND-PHASE2.md` | High | Manufacturing frontend **user-flows**: template canvas builder, run board, run execution screens. | Any manufacturing frontend work. | Claude + humans |
| `21-GENERAL-LEDGER-FRONTEND.md` | High | **Ledgers** sidebar section: statutory-format report screens + PDF download, Cash/Bank Accounts (list/create; edit gap explained). Extends `20-FRONTEND.md` rather than duplicating it. | Any work on `app/dashboard/ledgers/*`. | Claude + humans |
| `Backend/PROGRESS.md` | Low | Backend **change checklist**, git-shared. | After making backend changes. | **Claude** |
| `Frontend/PROGRESS.md` | Low | Frontend **change checklist**, git-shared. | After making frontend changes. | **Claude** |