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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

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