Commit Graph

2 Commits

Author SHA1 Message Date
spouliot 3eda91f170 Replace literal Unicode special chars with HTML entities across all 233 views
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes
to their HTML entity equivalents (— – × … ‘ ’)
in all .cshtml files, skipping <script> blocks. Prevents encoding corruption
from AI tools and Windows encoding mismatches that caused recurring symbol bugs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 19:16:17 -04:00
spouliot 4fd9c52aaf Phase G: Add Budgeting and Year-End Close
Budgeting:
- Budget + BudgetLine entities with Jan–Dec monthly columns per GL account
- BudgetsController: Index, Create, Edit, SetDefault, Copy, Delete
- Copy action rolls a budget forward to a new fiscal year
- Budget vs. Actual report (BudgetVsActual): compares monthly budget amounts to
  real P&L by calling GetProfitAndLossAsync once per month; variance shown as
  favorable/unfavorable; year + budget selectors in header
- Views: Budgets/Index, Create, Edit with inline annual totals via budget-edit.js
- Nav link + report card on Landing

Year-End Close:
- YearEndClose entity records each closed year + JE reference for audit trail
- AccountsController.YearEndClose GET (history + form) + CloseYear POST
- Close zeroes all Revenue and Expense/COGS account balances into Retained Earnings
  via IAccountBalanceService and posts a supporting JE dated Dec 31
- Idempotency: rejects attempt to close an already-closed year
- Pre-close checklist in view to guide the workflow
- Nav link under Finance

Migration AddBudgetsAndYearEndClose applied

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 13:01:56 -04:00