Bug #2948
Design UI for Balance Sheet Report, Profit & Loss Report, and Trial Balance Report under Accounts Section
Description
Design and implement the user interface for the following financial reports under the Accounts section:
Balance Sheet Report
Profit & Loss Report
Trial Balance Report
The UI should follow the existing application theme and provide a consistent user experience across all reports.
Scope
Create separate pages for:
Balance Sheet Report
Profit & Loss Report
Trial Balance Report
Add a common filter section with:
Date Range / As On Date
Station (if applicable)
Company (if applicable)
Apply and Reset buttons
Display report data in a clean, hierarchical table layout.
Include summary totals where applicable.
Add Export options (Excel/PDF/CSV) following the existing report design.
Ensure responsive layout and consistent styling with other reporting modules.
Handle empty states and loading indicators appropriately.
Acceptance Criteria
UI is available under the Accounts section.
All three report pages follow the application design guidelines.
Filters are properly aligned and responsive.
Tables support proper formatting for financial data.
Export buttons are available in the report header.
UI is consistent with existing reporting pages.
No backend implementation is included in this task; this ticket covers UI design and implementation only.
Updated by Yashaditya Singh about 2 months ago
I completed the core accounting reporting modules. I successfully implemented the Balance Sheet, Trial Balance, and Profit & Loss statement UIs using React and Material-UI. This included integrating custom DatePickers, aligning the complex data tables with collapsible category sections, and ensuring strict TypeScript compliance. A major milestone was adding the reusable LedgerStatementDrawer, which allows users to click into specific ledgers to view detailed, transaction-level history seamlessly. The interface is now fully aligned with the provided API payloads.
Updated by Yashaditya Singh about 1 month ago
Today's primary focus was advancing the accounting reporting modules for the EV charging management platform. I successfully implemented and integrated the new double-entry Voucher Details Drawer, allowing users to click voucher numbers directly from ledger statements to inspect comprehensive Debit and Credit line items. Furthermore, I resolved critical routing and module import errors across the application hierarchy to ensure seamless navigation for Balance Sheet, Trial Balance, and Profit & Loss reports. Finally, I refined responsive drawer dimensions to seventy percent viewport width, configured clean print functionality, and finalized end-to-end TypeScript compliance across all new accounting UI components.