Bug #3003
Develop API for "Add Credit/Debit Note" Page
Description
develop a backend API to support the "Add Credit/Debit Note" functionality
Updated by Shreya Agarwal about 2 months ago
development of Debit Note and Credit Note REST APIs in the master-data-service as per Tally accounting scheme. Implemented full CRUD operations with automatic double-entry accounting voucher posting, financial year-based auto-numbering (DN-0001/CN-0001), and bill adjustment logic that tracks amount_adjusted to calculate accurate balance due. Created database migrations for vendor_debit_notes, customer_credit_notes, allocation tables, and sequence tables across all tenant schemas. Added permission-based access control and endpoints for purchasing (vendor-debit-notes) and sales (customer-credit-notes) modules with list, detail, create, and cancel functionality.
Updated by Shreya Agarwal about 2 months ago
Database Migration - executed multi-tenant PL/pgSQL migration creating 8 new tables across all tenant schemas including header, line, allocation, and number sequence tables. Added amount_adjusted column on vendor_bills and customer_invoices with automatic seeding of "Purchase Return" and "Sales Return" ledgers along with 4 system permissions.
API Development - Built complete CRUD operations with Dapper repositories, service layer, and auto-number generation (CN/DN-2026-27-XXXX format). Integrated accounting voucher posting with real-time bill/invoice allocation and automatic reversal on cancellation.
REST Endpoints - Exposed 8 endpoints for sales (customer-credit-notes) and purchasing (vendor-debit-notes) with create, paginated list with date filters, detail view, and cancel operations.
UI Pages - Developed responsive pages for Customer Credit Notes and Vendor Debit Notes under Accounts sidebar with branded styling, card borders, and 80% width side drawers for create/edit forms.
Service Layer - Implemented creditDebitNoteService.ts connecting all live APIs (list, detail, create, cancel) with dynamic dropdown fetchers for Customers, Vendors, Invoices, Bills, and Ledgers.
Testing - tested Credit Note (CN-0012) and Debit Note (DN-0005) creation with real-time tax calculations (Tax Amt, Line Total, Subtotal, Grand Total) and automatic table refresh.
Filtering - Integrated From Date and To Date DatePicker filters with full API payload sync and pagination support for seamless data browsing.