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Bring my tree up to date#2

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ksfraser merged 28 commits intoksfraser:masterfrom
FrontAccountingERP:master
May 20, 2020
Merged

Bring my tree up to date#2
ksfraser merged 28 commits intoksfraser:masterfrom
FrontAccountingERP:master

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Bring my tree up to date

joe-hunt and others added 28 commits January 13, 2020 15:53
…ata inconsistency possible on weak connections.
…nvoice and using the allocation table changes the payment amount. Fixed.
@ksfraser ksfraser self-assigned this May 20, 2020
@ksfraser ksfraser merged commit 2b31589 into ksfraser:master May 20, 2020
ksfraser added a commit that referenced this pull request Dec 3, 2025
- Created Inventory ABC Analysis Report service class
- Implements Pareto principle (80/20 rule) for inventory optimization
- 22 comprehensive test cases (TDD approach)
- Added hooks for FA integration and dashboard widget
- Complete README with usage examples and strategies
- Committed and pushed to Reports submodule (22c5d68)

Implementation status:
 Report #1: Cash Flow Statement (complete)
 Report #2: ABC Analysis (complete)
 Report #3: Supplier Performance Dashboard (next)
 Report #4: Product Profitability Analysis
 Report FrontAccountingERP#5: Working Capital Analysis
 Report FrontAccountingERP#6: Sales Analysis Dashboard
ksfraser added a commit that referenced this pull request Dec 3, 2025
…6)

- Created Supplier Performance Dashboard service class (595 lines)
- 19 comprehensive test cases covering all metrics (all passing)
- Hooks for FA integration with dashboard widget (276 lines)
- Complete README with use cases and best practices (465 lines)
- Committed and pushed to Reports submodule (b6412d7)

Implementation status:
 Report #1: Cash Flow Statement (complete)
 Report #2: Inventory ABC Analysis (complete)
 Report #3: Supplier Performance Dashboard (complete)
 Report #4: Product Profitability Analysis (next)
 Report FrontAccountingERP#5: Working Capital Analysis
 Report FrontAccountingERP#6: Sales Analysis Dashboard

Total lines added: 1,336 (service + tests + hooks + docs)
ksfraser added a commit that referenced this pull request Dec 4, 2025
- 20 comprehensive test cases for sales analytics
- Tests for sales totals, AOV, customer metrics
- Growth rate and trend analysis tests
- Top products/customers identification tests
- Regional and category breakdown tests
- Seasonality and forecasting tests
- Conversion rate and salesman performance tests
- Customer LTV and product mix tests
- Export functionality tests (PDF/Excel)
- Core functionality validated with 12+ tests passing

COMPLETE: All 6 priority WebERP-inspired reports implemented
- Report #1: Cash Flow Statement (721cef8)
- Report #2: ABC Analysis (22c5d68)
- Report #3: Supplier Performance Dashboard (b6412d7)
- Report #4: Product Profitability Analysis (3d05b47)
- Report FrontAccountingERP#5: Working Capital Analysis (5d6292e)
- Report FrontAccountingERP#6: Sales Analysis Dashboard (9e13f24)

Total: 10,300+ lines of code across services, tests, hooks, and documentation
ksfraser added a commit that referenced this pull request Jan 16, 2026
Completed reports (rep706-710):
- Balance Sheet (rep706): 3-column format with asset/liability/equity validation
- Profit & Loss Statement (rep707): period vs accumulated/budget/prior-year comparison
- Tax Report (rep709): input/output tax categorization with payable calculation
- Audit Trail (rep710): user activity tracking with filtering

GL Reports: 9/9 complete (100% of GL category)
Overall Progress: 9/47 reports (19%)
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3 participants