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Added Wizard for Month/Year End Close

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This commit is contained in:
mpuckett
2026-06-09 18:48:52 -05:00
parent 9a9f890494
commit 599465bdac
15 changed files with 1374 additions and 25 deletions
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9
server/services/glEntries.js
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@@ -130,13 +130,18 @@ function insertEntry(entry, book, userId, companyId, source) {
}
function createEntry(book, body, userId, companyId) {
return insertEntry(validateEntry(body), book, userId, companyId, 'manual');
const entry = validateEntry(body);
require('./closePeriods').assertPeriodOpen(companyId, book, entry.entry_date);
return insertEntry(entry, book, userId, companyId, 'manual');
}
function updateEntry(id, body, userId, companyId) {
const before = getEntry(id, companyId);
if (!before) return null;
const entry = validateEntry({ ...before, ...body });
// Block edits dated in (or moving into) a closed period for this entry's book.
require('./closePeriods').assertPeriodOpen(companyId, before.book_code, before.entry_date);
require('./closePeriods').assertPeriodOpen(companyId, before.book_code, entry.entry_date);
run(
`UPDATE gl_entries SET entry_date = ?, fiscal_year = ?, account = ?, account_type = ?, description = ?,
reference = ?, debit = ?, credit = ?, asset_id = ?, external_id = ?, updated_at = ? WHERE id = ?`,
@@ -153,6 +158,7 @@ function updateEntry(id, body, userId, companyId) {
function deleteEntry(id, userId, companyId) {
const before = getEntry(id, companyId);
if (!before) return false;
require('./closePeriods').assertPeriodOpen(companyId, before.book_code, before.entry_date);
run('DELETE FROM gl_entries WHERE id = ?', [id]);
audit(userId, 'delete', 'gl_entry', id, before, null);
return true;
@@ -280,6 +286,7 @@ module.exports = {
entriesReport,
entryHistory,
getEntry,
insertEntry,
listEntries,
previewImport,
updateEntry