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2.14.0

Released: TBD

Highlights

  • Six more Peachtree-parity reports: AR/AP management detail (Customer/Vendor Management Detail, Cash Requirements) and master-data listings (Customer/Vendor/Employee lists).
  • No schema migration — every report reads existing invoice, supplier-invoice, and master-data tables.

Added

  • AR/AP management detail — customerManagementDetail, vendorManagementDetail, and cashRequirements: open documents (total − paid − canceled > 0) as of a chosen date, with terms/due date, aging (days overdue), and amount due; Cash Requirements is ordered by due date (most urgent first). See Management Detail Reports.
  • Master-data list reports — customerListReport, vendorListReport, and employeeListReport (with an activeOnly option): contact/tax-id/terms/balance listings, CSV-exportable. See Master-Data List Reports.
  • Report parity tracker — Peachtree Report Parity now at 37 of 84 done (was 32).

Changed

  • None (all additive).

Fixed

  • None.

Migrations

  • None. All six reports aggregate existing tables (invoices/invoice_balances/clients, supplier_invoices/supplier_invoice_balances/suppliers, employees); no alembic revision and no new Path/Resource.

Frontend impact

  • Six new read-only queries under Path.REPORTS:
  • customerManagementDetail / vendorManagementDetail / cashRequirements — optional asOfDate (defaults to today); GenericReportPage of CustomerManagementDetail / SupplierManagementDetail rows. Group by client/supplier and sum amountDue; Cash Requirements arrives sorted by dueDate.
  • customerListReport / vendorListReport / employeeListReport — flat master-data listings; employeeListReport(activeOnly: true) filters to active employees. generateCsv: true → csvUrl.
  • New GraphQL types: CustomerManagementDetail, SupplierManagementDetail, CustomerListReport, VendorListReport, EmployeeListReport.

Versioning notes

  • Bumped with uv run python scripts/bump_version.py 2.14.0 --changelog-stub. Additive schema only — no deploy-order constraint. Follows 2.13.0 (tax + journal reports) in the Peachtree-parity series.