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TorbatYar/docs/phases/Accounting/phase-5.10-financial-reporting-business-intelligence.md
Mortezakoohjani 12c8615615 Ship enterprise Accounting FE/API with CRUD parity and production wiring. 
Adds accounting-service PATCH/archive, fiscal helpers, COA templates and setup status, plus SuperApp Accounting UI (DS, scoreboard, masters, vouchers, ledger, ops modules) with session refresh and HTTPS public API URLs.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-24 15:26:43 +03:30

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Phase 5.10 — Financial Reporting & Business Intelligence

Field Value
Status Complete
Version 0.5.10.0

Delivered

  • FinancialReport, ReportTemplate, Dashboard, DashboardWidget
  • KPI, ReportSnapshot, ScheduledReport, ReportExport
  • ReportHistory, ReportConfiguration
  • FinancialReportEngine — trial balance, balance sheet, income statement from posted data
  • Report export framework (PDF/Excel/CSV/JSON)
  • API: /api/v1/reporting
  • Permissions: reports.*, dashboard.*, financial_statements.view
  • Events: financial_report.generated, balance_sheet.generated, report.exported

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