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Finance Dashboard and Settings
| Backlog field | Value |
|---|---|
| Story ID | AP-FIN-001 |
| Epic | Finance |
| 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 finance managers, I want to configure finance behavior and monitor key finance activity so that exceptions and incomplete work are visible.
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
Enabled finance workflows require their default/contra/tax accounts and active payment hubs.
Optional or conditional
Thresholds, dashboard ranges, and unused integration defaults are optional.
Action behavior
Settings affect future payments/transfers; dashboard actions are read-only navigation.
Blocking rule or downstream effect
Missing Fund Transfer Contra or other consumed accounts blocks the corresponding Post.
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 |
|---|---|---|---|---|---|
| (module default) | BankDefinitionListComponent | List/navigation | Permission: AppFinancePermissions.Bank_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:71 |
| (module default) | FinanceDashboardComponent | Dashboard | Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/dashboard/dashboard.module.ts:11 |
| (module default) | LayoutPageComponent | List/navigation | Guards: AuthGuard, moduleLicenseGuard | Feature token match | apps/finance/src/app/remote-entry/entry.routes.ts:6 |
| (module default) | PaymentMethodListComponent | List/navigation | Permission: AppFinancePermissions.PaymentMethods_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:207 |
| (module default) | PaymentTermListComponent | List/navigation | Permission: AppFinancePermissions.PaymentTerms_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:131 |
| (module default) | TreauryDefinitionListComponent | List/navigation | Permission: AppFinancePermissions.Treasury_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:38 |
| add | AddBankDefinitionComponent | Add | Permission: AppFinancePermissions.Bank_Add; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:83 |
| add | AddPaymentMethodComponent | Add | Permission: AppFinancePermissions.PaymentMethods_Add; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:218 |
| add | AddPaymentTermComponent | Add | Permission: AppFinancePermissions.PaymentTerms_Add; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:141 |
| add | AddPaymentTermComponent | Add | Permission: AppFinancePermissions.PaymentTerms_Add; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:176 |
| bank-definition | MainBankDefinitionComponent | List/navigation | Permission: AppFinancePermissions.Bank_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:60 |
| edit/:id | EditBankDefinitionComponent | Edit | Permission: AppFinancePermissions.Bank_Edit; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:95 |
| edit/:id | EditPaymentMethodComponent | Edit | Permission: AppFinancePermissions.PaymentMethods_Edit; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:229 |
| edit/:id | EditPaymentTermComponent | Edit | Permission: AppFinancePermissions.PaymentTerms_Edit; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:152 |
| general-setting | GeneralsettingFinanceComponent | List/navigation | Permission: AppFinancePermissions.FinanceGeneralSettings_View , AppFinancePermissions.FinanceGeneralSettings_Edit; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:253 |
| general-setting/general-form | GeneralsettingFinanceComponent | List/navigation | Permission: AppFinancePermissions.FinanceGeneralSettings_View , AppFinancePermissions.FinanceGeneralSettings_Edit; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:258 |
| masterdata | Lazy-loaded route | List/navigation | No route-level permission/guard found in source window | Feature token match | apps/finance/src/app/remote-entry/entry.routes.ts:20 |
| paymentterm | MainPaymentTermComponent | List/navigation | Permission: AppFinancePermissions.PaymentTerms_List; Guards: moduleLicenseGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:120 |
| read-excel | ReadExcelComponent | List/navigation | No route-level permission/guard found in source window | Feature token match | apps/finance/src/app/remote-entry/transactions/transactions.module.ts:167 |
| sequence | SequenceComponent | Sequence | No route-level permission/guard found in source window | Feature token match | apps/finance/src/app/remote-entry/transactions/transactions.module.ts:155 |
| sequence | SequenceComponent | Sequence | Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/transactions/transactions.module.ts:86 |
| transactions | Lazy-loaded route | List/navigation | No route-level permission/guard found in source window | Feature token match | apps/finance/src/app/remote-entry/entry.routes.ts:25 |
| treasury-list | TreauryDefinitionListComponent | List/navigation | Permission: AppFinancePermissions.Treasury_List; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:48 |
| view/:id | ViewBankDefinitionComponent | View/detail | Permission: AppFinancePermissions.Bank_View; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:107 |
| view/:id | ViewPaymentMethodComponent | View/detail | Permission: AppFinancePermissions.PaymentMethods_View; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:240 |
| view/:id | ViewPaymentTermComponent | View/detail | Permission: AppFinancePermissions.PaymentTerms_View; Guards: PolicyAuthGuard | Feature token match | apps/finance/src/app/remote-entry/finance/finance.module.ts:163 |
Observed frontend fields and validation
| Component | Control | Observed frontend rule | Component source |
|---|---|---|---|
| AddBankDefinitionComponent | accountNumber | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | bankAddress | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | bankEmail | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | branches | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | code | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | contactName | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | currencyId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | fax | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | glAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | iban | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | name | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | nameAr | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | openingBalance | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | phone | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | shortName | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | userPermission | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddPaymentMethodComponent | allowVAT | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | bankAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | bankId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | code | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | commissionAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | commissionType | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | commissionValue | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | currency | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | name | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | nameAr | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | paymentDirections | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | paymentMethodType | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | paymentPlace | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| AddPaymentMethodComponent | taxId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/add-payment-method/add-payment-method.component.ts |
| EditBankDefinitionComponent | accountNumber | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | bankAddress | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | bankEmail | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | branches | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | code | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | contactName | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | currencyId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | fax | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | glAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | iban | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | name | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | nameAr | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | openingBalance | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | phone | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | shortName | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | userPermission | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditPaymentMethodComponent | allowVAT | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | bankAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | bankId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | code | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | commissionAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | commissionType | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | commissionValue | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | currency | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | name | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | nameAr | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | paymentDirections | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | paymentMethodType | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | paymentPlace | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| EditPaymentMethodComponent | taxId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/edit-payment-method/edit-payment-method.component.ts |
| GeneralsettingFinanceComponent | advancedPaymentTaxId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| GeneralsettingFinanceComponent | enableAutoInvoiceReconciliation | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| GeneralsettingFinanceComponent | fundTransferContraAccountId | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| GeneralsettingFinanceComponent | taxId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| ViewPaymentMethodComponent | allowVAT | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | bankAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | bankId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | code | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | commissionAccountId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | commissionType | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | commissionValue | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | currency | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | name | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | nameAr | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | paymentDirections | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | paymentMethodType | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | paymentPlace | Required in component validator | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
| ViewPaymentMethodComponent | taxId | Visible control; optional or API-dependent | apps/finance/src/app/remote-entry/finance/pages/payment-method/view-payment-method/view-payment-method.component.ts |
Observed frontend actions
| Component | Click action/handler | Business review requirement | Component source |
|---|---|---|---|
| AddBankDefinitionComponent | addLine | Add one initialized detail row without changing existing rows; apply defaults and line validators, preserve stable row identity, and exclude incomplete rows from Save/Post. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| AddBankDefinitionComponent | openDialog | Open the item/lookup/tracking dialog with the current warehouse, item, UOM, and remaining quantity context; accepted values must return to the correct line and cancel must not mutate it. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/add-bank-definition/add-bank-definition.component.ts |
| BankDefinitionListComponent | navigateHelpPageComponent | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/bank-definition-list/bank-definition-list.component.ts |
| BankDefinitionListComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/bank-definition-list/bank-definition-list.component.ts |
| BankDefinitionListComponent | onEdit | Open the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/bank-definition-list/bank-definition-list.component.ts |
| BankDefinitionListComponent | onView | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/bank-definition-list/bank-definition-list.component.ts |
| EditBankDefinitionComponent | addLine | Add one initialized detail row without changing existing rows; apply defaults and line validators, preserve stable row identity, and exclude incomplete rows from Save/Post. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| EditBankDefinitionComponent | openDialog | Open the item/lookup/tracking dialog with the current warehouse, item, UOM, and remaining quantity context; accepted values must return to the correct line and cancel must not mutate it. | apps/finance/src/app/remote-entry/finance/pages/bank-definition/edit-bank-definition/edit-bank-definition.component.ts |
| GeneralsettingFinanceComponent | onOpenDialogAdvancedPaymentTaxId | Open the item/lookup/tracking dialog with the current warehouse, item, UOM, and remaining quantity context; accepted values must return to the correct line and cancel must not mutate it. | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| GeneralsettingFinanceComponent | onOpenDialogFundTransfer | Open the item/lookup/tracking dialog with the current warehouse, item, UOM, and remaining quantity context; accepted values must return to the correct line and cancel must not mutate it. | apps/finance/src/app/remote-entry/finance/pages/generalsetting-finance/generalsetting-finance.component.ts |
| PaymentMethodListComponent | navigateHelpPageComponent | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/finance/src/app/remote-entry/finance/pages/payment-method/payment-method-list/payment-method-list.component.ts |
| PaymentMethodListComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/finance/src/app/remote-entry/finance/pages/payment-method/payment-method-list/payment-method-list.component.ts |
| PaymentMethodListComponent | onEdit | Open the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return. | apps/finance/src/app/remote-entry/finance/pages/payment-method/payment-method-list/payment-method-list.component.ts |
| PaymentMethodListComponent | onView | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/finance/src/app/remote-entry/finance/pages/payment-method/payment-method-list/payment-method-list.component.ts |
| ReadExcelComponent | onclick | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/finance/src/app/remote-entry/transactions/pages/read-excel/read-excel.component.ts |
| TreauryDefinitionListComponent | navigateHelpPageComponent | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/finance/src/app/remote-entry/finance/pages/treasury-definition/treaury-definition-list/treaury-definition-list.component.ts |
| TreauryDefinitionListComponent | onDelete | Available only in deletable states with Delete permission; identify the record in confirmation, call delete once, remove/refresh the list row on success, and retain the row with the API reason on failure. | apps/finance/src/app/remote-entry/finance/pages/treasury-definition/treaury-definition-list/treaury-definition-list.component.ts |
| TreauryDefinitionListComponent | onEdit | Open the identified editable record only with Edit permission; posted/locked records remain blocked by route or action state and list context must be recoverable on return. | apps/finance/src/app/remote-entry/finance/pages/treasury-definition/treaury-definition-list/treaury-definition-list.component.ts |
| TreauryDefinitionListComponent | onView | Open the authorized record in view mode with its status, totals, lines, source and generated-document links; handle deleted, forbidden, and missing records without exposing stale data. | apps/finance/src/app/remote-entry/finance/pages/treasury-definition/treaury-definition-list/treaury-definition-list.component.ts |
| TreauryDefinitionListComponent | routeToTreasuryStatement | Document the enabled state, permission, input context, resulting API or navigation effect, success refresh, and concrete failure behavior for this handler. | apps/finance/src/app/remote-entry/finance/pages/treasury-definition/treaury-definition-list/treaury-definition-list.component.ts |
Page-specific frontend acceptance criteria
- (module default) - Dashboard: Load authorized summary values consistently with source reports, support exposed date/branch filters, and handle empty/error states. Security observed: Guards: PolicyAuthGuard
- (module default) - 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: AppFinancePermissions.PaymentTerms_List; Guards: PolicyAuthGuard
- add - Add: Render permitted fields, required indicators, defaults, dependent lookups, validation, Save/Cancel, loading, success, and API-error states. Security observed: Permission: AppFinancePermissions.PaymentTerms_Add; Guards: PolicyAuthGuard
- bank-definition - 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: AppFinancePermissions.Bank_List; Guards: PolicyAuthGuard
- edit/:id - Edit: Load the identified record, enforce state/permission field locks, preserve concurrency identity, validate changes, and return without losing filters. Security observed: Permission: AppFinancePermissions.PaymentTerms_Edit; Guards: PolicyAuthGuard
- 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: AppFinancePermissions.FinanceGeneralSettings_View , AppFinancePermissions.FinanceGeneralSettings_Edit; 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: AppFinancePermissions.FinanceGeneralSettings_View , AppFinancePermissions.FinanceGeneralSettings_Edit; Guards: PolicyAuthGuard
- masterdata - 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: No route-level permission/guard found in source window
- paymentterm - 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: AppFinancePermissions.PaymentTerms_List; Guards: moduleLicenseGuard
- read-excel - 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: No route-level permission/guard found in source window
- sequence - Sequence: Show current numbering scope and permit only authorized, valid sequence configuration without retroactively renumbering posted documents. Security observed: Guards: PolicyAuthGuard
- transactions - 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: No route-level permission/guard found in source window
- treasury-list - 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: AppFinancePermissions.Treasury_List; Guards: PolicyAuthGuard
- view/:id - View/detail: Load an authorized immutable/detail representation with status-aware actions, linked records, print/export where exposed, and not-found/forbidden handling. Security observed: Permission: AppFinancePermissions.PaymentTerms_View; Guards: PolicyAuthGuard