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2.13.0

Released: TBD

Highlights

  • Six new Peachtree-parity reports for clients migrating from Sage 50: two Panama tax reports and the four standard debit/credit accounting journals.
  • No schema migration — every report reads existing invoice, ledger, and tax-rate data.

Added

  • Panama tax reports — taxableExemptSalesReport (taxable vs exempt sales base + per-rate breakdown) and salesTaxesReport (per-rate output ITBMS with rate metadata). See Panama Tax Reports.
  • Journal-format reports — salesJournalReport, cashReceiptsJournalReport, purchaseJournalReport, and cashDisbursementsJournalReport, each rendering posted ledger entries of one source type as balanced debit/credit lines (with CSV export). See Journal-Format Reports.
  • Report parity tracker — Peachtree Report Parity now maps all 84 Peachtree reports to implementation status (32 done) with a phased build-out plan.

Changed

  • None (all additive).

Fixed

  • None.

Migrations

  • None. All six reports aggregate existing tables (invoice_details, ledger_entries, ledger_entry_lines, tax_rates); no alembic revision and no new Path/Resource.

Frontend impact

  • Six new read-only queries under Path.REPORTS, all taking a DateRangeFilter:
  • taxableExemptSalesReport / salesTaxesReport — period summaries with a byRate breakdown.
  • salesJournalReport / cashReceiptsJournalReport / purchaseJournalReport / cashDisbursementsJournalReport — GenericReportPage of JournalLine rows; group by entryNumber and show debitAmount / creditAmount columns. generateCsv: true returns csvUrl.
  • New GraphQL types: TaxableExemptSalesReport, TaxableExemptRateLine, SalesTaxesReport, SalesTaxLine, JournalLine.

Versioning notes

  • Bumped with uv run python scripts/bump_version.py 2.13.0 --changelog-stub. Additive schema only — no deploy-order constraint.