Financial Calendar

Backlog field	Value
Story ID	AP-GS-006
Epic	General Settings
Story type	Business workflow
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 administrators, I want to define financial years and periods and control their status so that transactions occur only in permitted periods.

Acceptance criteria

1. Only authorized users can view or execute the feature's actions.
2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
3. Invalid requests return actionable validation errors without applying a partial change.
4. Search, list, view, print, and export operations use the same authorized business scope.
5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Year identity, start/end dates, non-overlapping periods, and period statuses are required.

Optional or conditional

Descriptions and future unopened periods are optional.

Action behavior

Open/close controls transaction dates; year close requires configured earnings account and transfers result as implemented.

Blocking rule or downstream effect

Closed periods block posting/unposting/reversal except explicitly authorized close processes.

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
financial-calendar	MainFinancialCalendarComponent	List/navigation	Permission: AppGeneralSettingsPermissions.FinincalCalender_List; Guards: PolicyAuthGuard	Feature token match	apps/erpHome/src/app/remote-entry/general-setting/general-setting.module.ts:84

Observed frontend fields and validation

Component	Control	Observed frontend rule	Component source
-	-	No reactive formControlName controls were found for the routed components; review template-driven/shared child components.	Route sources above

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

1. financial-calendar - 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: AppGeneralSettingsPermissions.FinincalCalender_List; Guards: PolicyAuthGuard