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Author	SHA1	Message	Date
spouliot	e2f9e9ae4f	Button consistency sweep + mobile responsiveness patches - Standardize modal dismiss/cancel buttons to btn-outline-secondary across 70+ views - Remove btn-sm from page-level Create and Back buttons (Index + Detail pages) - Fix Edit buttons on Details pages: btn-secondary -> btn-warning - Fix form Cancel/Back links: btn-secondary -> btn-outline-secondary - Add 10 CSS patches to site.css for mobile/tablet responsiveness: top-navbar overflow prevention, page-header flex-wrap at 575px, table action button min-height override, notification dropdown width cap, tablet content padding Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-10 19:04:10 -04:00
spouliot	328b195127	Design consistency audit fixes: alerts, cards, dark mode, utilities Alert sweep (113 alerts, 79 files): All persistent static banners now carry alert-permanent so the layout's 5-second auto-dismiss cannot swallow guidance, warnings, or validation errors. Transient dismissible toasts left untouched. CSS fixes (site.css): .card.shadow-sm — strips rogue border from ~40 drifted cards .card-header.bg-white — rebinds to var(--bs-body-bg) so card headers follow dark/light theme correctly Typography utilities — .text-2xs (.68rem), .text-xs (.73rem) Token color classes — .text-ember, .text-ok, .text-bad, .text-warn, .text-cool, .bg-paper-2 Layout utilities — .mw-xs/sm/md/lg replace inline max-width Comment — documents text-ember vs text-primary intent Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-10 18:05:29 -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

Author

SHA1

Message

Date

spouliot

e2f9e9ae4f

Button consistency sweep + mobile responsiveness patches

- Standardize modal dismiss/cancel buttons to btn-outline-secondary across 70+ views
- Remove btn-sm from page-level Create and Back buttons (Index + Detail pages)
- Fix Edit buttons on Details pages: btn-secondary -> btn-warning
- Fix form Cancel/Back links: btn-secondary -> btn-outline-secondary
- Add 10 CSS patches to site.css for mobile/tablet responsiveness:
  top-navbar overflow prevention, page-header flex-wrap at 575px,
  table action button min-height override, notification dropdown width cap,
  tablet content padding

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-05-10 19:04:10 -04:00

spouliot

328b195127

Design consistency audit fixes: alerts, cards, dark mode, utilities

Alert sweep (113 alerts, 79 files):
  All persistent static banners now carry alert-permanent so the
  layout's 5-second auto-dismiss cannot swallow guidance, warnings,
  or validation errors. Transient dismissible toasts left untouched.

CSS fixes (site.css):
  .card.shadow-sm      — strips rogue border from ~40 drifted cards
  .card-header.bg-white — rebinds to var(--bs-body-bg) so card
                          headers follow dark/light theme correctly
  Typography utilities  — .text-2xs (.68rem), .text-xs (.73rem)
  Token color classes   — .text-ember, .text-ok, .text-bad,
                          .text-warn, .text-cool, .bg-paper-2
  Layout utilities      — .mw-xs/sm/md/lg replace inline max-width
  Comment              — documents text-ember vs text-primary intent

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-05-10 18:05:29 -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

3 Commits