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reset account improvements, and reporting improvements, #9

Merged
kemboi22 merged 5 commits into
mainfrom
dev
May 18, 2026
Merged

reset account improvements, and reporting improvements, #9
kemboi22 merged 5 commits into
mainfrom
dev

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@compgeniuses
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Description

Please include a summary of the change and which issue is fixed. Please also include relevant motivation and context.

Fixes #(issue)

Type of change

  • Bug fix (non-breaking change which fixes an issue)
  • New feature (non-breaking change which adds functionality)
  • Breaking change (fix or feature that would cause existing functionality to not work as expected)
  • Documentation update
  • Refactor (no functional changes)

How Has This Been Tested?

Please describe the tests that you ran to verify your changes.

  • Unit tests
  • Integration tests
  • End-to-end tests
  • Manual testing

Test Configuration:

  • Node.js version:
  • PostgreSQL version:
  • OS:

Checklist:

  • My code follows the project's code style
  • I have performed a self-review of my own code
  • I have commented my code, particularly in hard-to-understand areas
  • I have made corresponding changes to the documentation (if applicable)
  • My changes generate no new warnings
  • I have added tests that prove my fix is effective or that my feature works
  • New and existing unit tests pass locally with my changes
  • Any dependent changes have been merged and published in downstream modules

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Additional context:

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compgeniuses and others added 5 commits May 18, 2026 21:33
- extract duplicated business account query into reusable getAllBusinessAccounts helper
- update all report functions to use this helper to eliminate duplicate code
- expand report account scope to include accounts linked to the business's locations
- fix balance sheet to calculate and include current period net income/loss
- add unified contra account balance handling for all reports
- correct currency formatting regex and trial balance normal account type detection
Add end-to-end business transaction reset functionality:
- Add backend pre-reset validation and snapshot generation endpoints
- Enhance the reset mutation to run pre-flight checks, create audit snapshots, and return detailed reset summaries
- Replace the legacy browser confirm/prompt flow with a polished modal dialog on the businesses page that displays pre-reset record counts, affected tables, and preserved data types
- Add a comprehensive test suite covering all reset scenarios including multi-location businesses, payroll data, budgets, and proper record preservation
- Improve user feedback with formatted success toasts and clear error handling
@kemboi22 kemboi22 merged commit b49db69 into main May 18, 2026
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2 participants