Commit Graph

2 Commits

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 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