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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Markdown

# 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`
## Related
- [Phase 5.9](phase-5.9-hcm-payroll-accounting.md) · [Phase 5.11](phase-5.11-enterprise-compliance-audit-governance.md)