TorbatYar/docs/accounting-frontend-integration-report.md

Accounting Frontend Integration Report

Phase: Enterprise Accounting Frontend Integration (connect FE ↔ existing BE 5.1–5.11)
Date: 2026-07-25
Scope: Accounting module only — no new product features beyond wiring existing APIs.

Summary

Scanned ~118 Accounting FE routes against /api/v1 routers. Connected previously disconnected domain screens to real backend APIs. Kept Phase 5.12 AI blocked. Ops document scaffolding remains for areas without domain routers (budget, DMS, integration connectors) with full list/create/edit/confirm against /api/v1/ops.

Connected Pages (domain APIs)

Area	Routes	Backend
Dashboard / Setup	/accounting, /setup, /settings	setup, health, charts, vouchers
COA / dimensions	chart-of-accounts, cost-centers, projects, currencies	/accounts
Fiscal	/fiscal	/fiscal
Vouchers	list (paginated), new, [id]	/posting
Ledger	/ledger	/ledger
Reports (TB/BS/IS)	/reports	/reporting
Treasury	hub, receipts-payments, transfers, reconciliation, cheques	/treasury
Customers / Suppliers	/customers, /suppliers	/ar-ap
Settlements	/sales/settlements, /purchase/settlements	/ar-ap/settlements
Sales invoice accounting	/sales/invoices	ops docs + /sales-accounting preview/post
Purchase GR	/purchase/goods-receipts	ops + /purchase-inventory
Inventory valuation	/inventory/valuation	/purchase-inventory/valuation + ops items
Assets hub + schedule	/assets, /assets/schedule	/assets
Payroll hub + employees	/payroll, /payroll/employees	/payroll
Compliance policies/risks	/compliance/policies, /compliance/risks	/compliance
Audit	/audit	compliance audit + posting audit
Monitoring health	/monitoring/health	/health + setup status
Inventory items/warehouses	/inventory/items, /inventory/settings	/ops/items, /ops/warehouses

Fixed Pages

Page	Before	After
/payroll/employees	Ops stub documents	Domain payroll employees CRUD list/create
/compliance/policies	Ops stub	Domain policies list/create
/compliance/risks	Ops stub	Domain risks list/create
/sales/settlements, /purchase/settlements	Ops stub	Domain settlements list/create
/sales/invoices	Ops-only	Ops docs + sales-accounting preview/post
/purchase/goods-receipts	Ops-only	Ops docs + purchase-inventory preview/post
/inventory/valuation	Ops stub	Real valuation API
/monitoring/health	Ops stub	Live health + setup
/assets/schedule	Ops stub	Asset depreciation schedule from API
Ops BusinessDocsPage	Create/confirm only	+ detail + edit (PATCH)
Vouchers list	First page only	Pagination (page / page_size)
Receipts/payments	Missing cash/bank ids	Cash box / bank account selects

Connected APIs (FE client additions)

• settlements.list / settlements.create
• salesAccounting.listProfiles|createProfile|preview|post
• purchaseInventory.listProfiles|createProfile|previewGoodsReceipt|postGoodsReceipt|valuation
• compliance.requestApproval|approve|reject|listRisks|createRisk
• ops.updateDocument (PATCH)

Backend list endpoints added (integration completeness only)

• GET /api/v1/ar-ap/settlements?party_type=
• GET /api/v1/compliance/risks
• GET /api/v1/purchase-inventory/posting-profiles

Modified Components

• frontend/lib/accounting-api.ts
• frontend/components/accounting/DomainScreens.tsx (new)
• frontend/components/accounting/BusinessDocsPage.tsx
• frontend/app/accounting/vouchers/page.tsx
• Route pages listed under Fixed Pages
• backend/services/accounting/app/api/v1/{receivable_payable,compliance,purchase_inventory}.py

Validation Results

Check	Result
BE module imports	Pass
Architecture / accounting pytest	See CI/local run in this session
Tenant header X-Tenant-ID on all authenticated FE calls	Pass (via request())
JWT + refresh before accounting calls	Pass (getValidAccessToken + force refresh on 401)
ADR-010 (no direct journal writes from UI)	Pass — vouchers via Posting Engine only; sales/purchase post via accounting services
AI pages	Remain blocked
Fake/mock data	None introduced

Automatic Posting / Journal / Approval

Workflow	How verified
Automatic voucher generation	Sales POST /sales-accounting/post, Purchase POST /purchase-inventory/post/goods-receipt, Treasury cash-receipt, Payroll post → return voucher_id
Journal workflow	FE vouchers: create → validate → post → reverse/cancel on /posting
Approval workflow	FE client wired to /compliance/approvals (+ approve/reject); UI for request uses domain screens where applicable
Accounting events	Unchanged producers in BE services; UI consumes resulting vouchers/reports

Known Issues

1. Ops scaffolding remains for budget, documents DMS, integration connectors, monitoring KPIs/alerts, voucher recurring/templates, guarantees/facilities — no dedicated domain routers yet; CRUD is against /ops/documents.
2. Suppliers still list+create only (BE has no PATCH).
3. Treasury cheques/transfers/receipts mostly list+create (status transitions not exposed).
4. Assets dispose/transfer lack domain HTTP surfaces — ops stubs remain for those submenus.
5. Reporting cash-flow / equity / analytical still ops-backed; TB/BS/IS use Report Engine.
6. Gitea push may still be denied for this repo (local commits only unless permissions fixed).
7. Phase 5.12 AI intentionally blocked.

Next Recommendations

1. Promote high-traffic ops modules (sales orders, purchase orders) to first-class domain models when product prioritizes them.
2. Add supplier PATCH/archive + payable invoice GET/PATCH.
3. Cheque status transition APIs + UI.
4. Server-side voucher status filter + total count for pagination.
5. Wire compliance approval list UI once workflow list endpoint exists.
6. Unblock AI only after AI Provider Active (phase 5.12).

Scoreboard note

Module scoreboard should treat ops-heavy areas as partial where domain engines are incomplete; domain hubs remain complete.