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Accounting General Settings
| Backlog field | Value |
|---|---|
| Story ID | AP-ACC-001 |
| Epic | Accounting |
| Story type | Master data / configuration |
| Review status | Draft - business analyst and business owner review required |
| Source evidence | AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available |
| Last source review | 2026-07-10 |
User story
As chief accountants, I want to configure required accounting defaults and posting behavior so that all modules create valid journals.
Acceptance criteria
- Only authorized users can view or execute the feature's actions.
- Required business data, active dependencies, tenant/branch scope, and current document state are validated.
- Invalid requests return actionable validation errors without applying a partial change.
- Search, list, view, print, and export operations use the same authorized business scope.
- Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
- Financial or stock effects are applied atomically and no more than once.
Business rules
Required
Current-year earnings account and any enabled accounting defaults must reference active posting accounts.
Optional or conditional
Descriptions or unused module defaults may remain empty until their dependent workflow is enabled.
Action behavior
Save changes future validation, year-close, and journal behavior; it does not rewrite posted journals.
Blocking rule or downstream effect
Closing a year requires the earnings account and Accounting module access.
Frontend page coverage
The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.
| Route/page | Component | Mode | Route permission/guard | Mapping confidence | Source |
|---|---|---|---|---|---|
| general-setting | GeneralsettingAccountComponent | List/navigation | Permission: AppAccountingPermissions.AccountingGeneralSettings_Edit, AppAccountingPermissions.AccountingGeneralSettings_View,; Guards: PolicyAuthGuard | Feature token match | apps/accounting/src/app/remote-entry/account/account.module.ts:79 |
| general-setting/general-form | GeneralsettingAccountComponent | List/navigation | Permission: AppAccountingPermissions.AccountingGeneralSettings_Edit, AppAccountingPermissions.AccountingGeneralSettings_View,; Guards: PolicyAuthGuard | Feature token match | apps/accounting/src/app/remote-entry/account/account.module.ts:84 |
Observed frontend fields and validation
| Component | Control | Observed frontend rule | Component source |
|---|---|---|---|
| GeneralsettingAccountComponent | activateCostCenterInTransactions | Visible control; optional or API-dependent | apps/accounting/src/app/remote-entry/account/pages/generalsetting-account/generalsetting-account.component.ts |
| GeneralsettingAccountComponent | currentYearEarningAccountId | Required in component validator | apps/accounting/src/app/remote-entry/account/pages/generalsetting-account/generalsetting-account.component.ts |
| GeneralsettingAccountComponent | isHeaderDescriptionCopied | Required in component validator | apps/accounting/src/app/remote-entry/account/pages/generalsetting-account/generalsetting-account.component.ts |
| GeneralsettingAccountComponent | isJournalLineDescriptionRequired | Required in component validator | apps/accounting/src/app/remote-entry/account/pages/generalsetting-account/generalsetting-account.component.ts |
| GeneralsettingAccountComponent | taxId | Visible control; optional or API-dependent | apps/accounting/src/app/remote-entry/account/pages/generalsetting-account/generalsetting-account.component.ts |
Observed frontend actions
| Component | Click action/handler | Business review requirement | Component source |
|---|---|---|---|
| - | - | No direct (click) handler was found; review shared toolbar/table commands and form submission bindings. | Route sources above |
Page-specific frontend acceptance criteria
- general-setting - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppAccountingPermissions.AccountingGeneralSettings_Edit, AppAccountingPermissions.AccountingGeneralSettings_View,; Guards: PolicyAuthGuard
- general-setting/general-form - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppAccountingPermissions.AccountingGeneralSettings_Edit, AppAccountingPermissions.AccountingGeneralSettings_View,; Guards: PolicyAuthGuard