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ClientProject #2380

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ClientProject #2376: [Module] Sprint-06 (06.05.2025-16.05.2025)

ClientProject #2379: Reports

Customer Balance Sheet

Added by Najmul Hasan 11 months ago. Updated 11 months ago.

Status:
Complete
Priority:
High
Category:
module
Target version:
Start date:
05/09/2025
Due date:
% Done:

100%

Estimated time:
10:00 h
Spent time:
15:00 h (Total: 19:00 h)

Description

1. Add initialBalance Field in Customer Module

  • Include in Create, Update, and View forms.
  • Update customer schema accordingly.

2. Add Customer Balance Statements in Sidebar Menu

  • Menu Path: Sidebar > Reports > Customer Balance Statements
  • Create new page: customer-balance-statements

2.1 Filter & Display Statement

  • Select customer and date range to show balance data in a modal.
  • Implement print functionality inside modal.

2.2 API Integration

const url = `/v1/reports/customer-balances/${customer}?from=${startDate.toISOString()}&to=${endDate.toISOString()}`

Subtasks 1 (1 open0 closed)

ClientProject #2405: API ImplementationComplete Najmul Hasan05/09/2025

Actions
Actions #1

Updated by Md.Sajib Ahmed 11 months ago

  • Due date set to 05/08/2025
  • Category set to module
  • Status changed from Pending to In Progress
  • Assignee set to Md.Sajib Ahmed
  • Target version set to Sprint 6
  • % Done changed from 0 to 80
  • Estimated time set to 10:00 h
Actions #2

Updated by Md.Sajib Ahmed 11 months ago

  • Description updated (diff)
  • % Done changed from 80 to 90
Actions #3

Updated by Najmul Hasan 11 months ago

  • Subtask #2405 added
Actions #4

Updated by Md.Sajib Ahmed 11 months ago

  • Status changed from In Progress to Complete
Actions

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