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ClientProject #2380
openClientProject #2376: [Module] Sprint-06 (06.05.2025-16.05.2025)
ClientProject #2379: Reports
Customer Balance Sheet
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()}`
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