fa — Public API surface
Types & interfaces
interface AgedBucket
- file: src/cores/fa/hooks/useAgedUnresolvedItems.ts:15
- kind: interface
- core: fa
- spec: FA-06
- summary: An age bucket of unresolved reconciliation items defined by a day-range and holding the matching items and their total.
- score: 5
interface AgedUnresolvedItem
- file: src/cores/fa/hooks/useAgedUnresolvedItems.ts:33
- kind: interface
- core: fa
- spec: FA-06
- summary: An unmatched bank-statement item flagged as aged, carrying its amount, transaction type, source statement, and computed age in days.
- score: 5
interface AgingBucket
- file: src/cores/fa/hooks/useARAgingReport.ts:48
- kind: interface
- core: fa
- spec: FA-05
- summary: A single AR aging bucket holding its label, the invoices that fall in it, and the bucket total and count.
- score: 5
interface AgingBucketSummary
- file: src/cores/fa/hooks/useArAgingBuckets.ts:24
- kind: interface
- core: fa
- spec: FA-24
- summary: A summarized AR aging bucket carrying its label, item count, total, and the minimum days-overdue that defines it.
- score: 5
type AgingReportRow
- file: src/cores/fa/utils/auditExportCsv.ts:83
- kind: type
- core: fa
- spec: (none)
- summary: Unposted entries report row shape (from useUnpostedEntriesReport).
- score: 2
interface AICategorizationSuggestion
- file: src/cores/fa/hooks/useAITransactionCategorization.ts:29
- kind: interface
- core: fa
- spec: FA-28
- summary: An AI-suggested GL categorization for a bank transaction, proposing debit/credit accounts with a confidence score and reasoning text.
- score: 5
interface AIMatchSuggestion
- file: src/cores/fa/hooks/useAIMatchSuggestions.ts:28
- kind: interface
- core: fa
- spec: FA-28
- summary: An AI-generated reconciliation match suggestion linking a bank statement line to a candidate transaction with a confidence score.
- score: 5
interface AlertThreshold
- file: src/cores/fa/hooks/useAlertThresholds.ts:24
- kind: interface
- core: fa
- spec: FA-16
- summary: A configurable financial-metric alert threshold with comparison operator, severity, notification roles, and last-triggered/checked tracking.
- score: 5
interface AmountRange
- file: src/cores/fa/components/TransactionFilters.tsx:45
- kind: interface
- core: fa
- spec: none
- summary: Numeric amount-range filter with optional minimum and maximum bounds used to scope transaction queries.
- score: 5
interface AnomalyFlag
- file: src/cores/fa/components/AnomalyBadge.tsx:23
- kind: interface
- core: fa
- spec: (none)
- summary: A single anomaly flag written to fa_bank_statement_lines.anomaly_flags by theai-detect-anomalies edge function.
- score: 2
type AnomalyFlagType
- file: src/cores/fa/components/AnomalyBadge.tsx:17
- kind: type
- core: fa
- spec: (none)
- summary: Anomaly categories emitted by the ai-detect-anomalies edge function(mirrors the AnomalyFlag union in supabase/functions/ai-detect-anomalies).
- score: 2
interface ApplyTemplateResult
- file: src/cores/fa/hooks/useApplyCoATemplate.ts:44
- kind: interface
- core: fa
- spec: FA-01
- summary: Outcome counts from applying a chart-of-accounts template: accounts, funds, and programs created versus skipped, plus resolved parent-account links.
- score: 5
interface ApprovalRequestParams
- file: src/cores/fa/wizards/recurring-invoice-setup/lib/buildRecurringInvoicePayload.ts:48
- kind: interface
- core: fa
- spec: (none)
- summary: Shape consumed by from .The platform hook fills in , , ,, , and any FW-54 routing fields. The wizard onlysupplies the chain to submit against and the source/payload metadata.
- score: 2
interface ArAgingBucketsResult
- file: src/cores/fa/hooks/useArAgingBuckets.ts:41
- kind: interface
- core: fa
- spec: FA-24
- summary: The four standard AR aging bucket summaries (current, 30/60/90+ days) plus the grand total across all buckets.
- score: 5
interface ARAgingData
- file: src/cores/fa/hooks/useARAgingReport.ts:65
- kind: interface
- core: fa
- spec: FA-05
- summary: Computed AR aging report: aging buckets, total outstanding and count, days-sales-outstanding, and a breakdown by customer type.
- score: 5
interface ARAgingFilters
- file: src/cores/fa/hooks/useARAgingReport.ts:32
- kind: interface
- core: fa
- spec: FA-05
- summary: Filter inputs for the AR aging report, scoping by customer, customer type, and an as-of date.
- score: 5
interface ARPaymentApplicationWithDetails
- file: src/cores/fa/hooks/useARPaymentApplications.ts:19
- kind: interface
- core: fa
- spec: FA-05
- summary: An AR payment application joined with a summary of the invoice it was applied to, including the invoice balance due.
- score: 5
type Asc958Category
- file: src/cores/fa/utils/asc958Mapping.ts:12
- kind: type
- core: fa
- spec: (none)
- summary: ASC 958 Net Asset Classification MappingMaps internal values from the table toASC 958 restriction categories used in nonprofit financial statements.ASC 958 defines two categories:- “Without Donor Restrictions” (formerly “Unrestricted”)- “With Donor Restrictions” (formerly “Temporarily” / “Permanently Restricted”)
- score: 2
type AssetFormValues
- file: src/cores/fa/components/FixedAssetForm.tsx:61
- kind: type
- core: fa
- spec: FA-11
- summary: Validated fixed-asset form payload inferred from the Zod schema, capturing acquisition, depreciation, and disposal inputs.
- score: 5
interface AuditLogFilters
- file: src/cores/fa/hooks/useAuditLogViewerData.ts:24
- kind: interface
- core: fa
- spec: FA-25
- summary: Filter inputs for the financial audit-log viewer, scoping by date range, user, entry number, and status.
- score: 5
interface AuditLogRow
- file: src/cores/fa/hooks/useAuditLogViewerData.ts:42
- kind: interface
- core: fa
- spec: FA-25
- summary: A row in the financial audit-log viewer joining a journal entry with its created-by and updated-by profile names.
- score: 5
interface BadDebtReserve
- file: src/cores/fa/hooks/useBadDebtReserves.ts:19
- kind: interface
- core: fa
- spec: FA-05
- summary: A recorded bad-debt reserve entry with its method, amount, calculation detail, and the journal entry that posted it.
- score: 5
interface BadDebtSummary
- file: src/cores/fa/hooks/useBadDebtReserves.ts:45
- kind: interface
- core: fa
- spec: FA-05
- summary: Summary metrics for bad-debt reserves: current reserve balance, year-to-date write-offs, utilization, and last reserve date.
- score: 5
interface BalanceSheetAccount
- file: src/cores/fa/hooks/useBalanceSheet.ts:28
- kind: interface
- core: fa
- spec: FA-23
- summary: A balance-sheet line for one account, carrying its type/subtype, hierarchy level and parent, fund type, and ending balance.
- score: 5
interface BalanceTerm
- file: src/cores/fa/hooks/useBalanceTerminology.ts:15
- kind: interface
- core: fa
- spec: (none)
- score: 1
interface BankAccount
- file: src/cores/fa/hooks/useBankAccounts.ts:49
- kind: interface
- core: fa
- spec: FA-06
- summary: An organization bank account record with masked account number, type, linked GL account, and standard audit columns.
- score: 5
type BankAccountFormValues
- file: src/cores/fa/components/BankAccountForm.tsx:45
- kind: type
- core: fa
- spec: FA-06
- summary: Validated bank-account form payload inferred from the Zod schema, covering account name, type, masked number, and the linked GL account.
- score: 5
interface BankAccountWithGL
- file: src/cores/fa/hooks/useBankAccounts.ts:77
- kind: interface
- core: fa
- spec: FA-06
- summary: A bank account joined with its GL account summary and the Plaid feed-integration fields; the Plaid access token is intentionally omitted for security.
- score: 5
interface BankReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:47
- kind: interface
- core: fa
- spec: FA-06
- summary: A bank reconciliation record reconciling a statement against the GL, tracking cleared balance, outstanding checks, deposits in transit, and the balanced difference.
- score: 5
interface BankReconciliationWithRelations
- file: src/cores/fa/hooks/useBankReconciliations.ts:83
- kind: interface
- core: fa
- spec: FA-06
- summary: A bank reconciliation joined with its related bank account and source statement.
- score: 5
interface BankStatement
- file: src/cores/fa/hooks/useBankStatements.ts:55
- kind: interface
- core: fa
- spec: FA-06
- summary: An imported bank statement covering a period, with beginning/ending balances, debit/credit totals, and import provenance.
- score: 5
interface BankStatementLine
- file: src/cores/fa/hooks/useBankStatements.ts:29
- kind: interface
- core: fa
- spec: FA-06
- summary: A single imported bank-statement transaction line with amount, debit/credit type, reference fields, and its matched-to-GL status.
- score: 5
interface BankStatementWithLines
- file: src/cores/fa/hooks/useBankStatements.ts:84
- kind: interface
- core: fa
- spec: FA-06
- summary: A bank statement joined with its transaction lines and a summary of the owning bank account.
- score: 5
interface BankTransactionFilters
- file: src/cores/fa/hooks/useBankTransactions.ts:41
- kind: interface
- core: fa
- spec: FA-29
- summary: Filter inputs for the bank-transactions view, scoping by tab, date range, and account.
- score: 5
type BankTransactionTab
- file: src/cores/fa/hooks/useBankTransactions.ts:29
- kind: type
- core: fa
- spec: FA-29
- summary: Which bank-transaction tab is active, separating pending feed items from posted transactions.
- score: 5
interface BatchGLPostItem
- file: src/cores/fa/hooks/useBatchReimbursement.ts:73
- kind: interface
- core: fa
- spec: FA-12
- summary: One reimbursement payment queued for GL posting, naming the period and the AP, cash, and fund coding to use.
- score: 5
interface BatchGLPostResult
- file: src/cores/fa/hooks/useBatchReimbursement.ts:91
- kind: interface
- core: fa
- spec: FA-12
- summary: Per-payment outcome of posting reimbursements to the GL, reporting success with the journal entry id or an error.
- score: 5
interface BatchReimbursementConfig
- file: src/cores/fa/hooks/useBatchReimbursement.ts:36
- kind: interface
- core: fa
- spec: FA-12
- summary: Configuration for a batch reimbursement run, including payment date, default method, optional bank account, and whether to honor employee payment preferences.
- score: 5
interface BatchReimbursementItem
- file: src/cores/fa/hooks/useBatchReimbursement.ts:19
- kind: interface
- core: fa
- spec: FA-12
- summary: One expense report queued for batch reimbursement, naming the report, employee, amount, and optional payment method.
- score: 5
interface BatchReimbursementResult
- file: src/cores/fa/hooks/useBatchReimbursement.ts:55
- kind: interface
- core: fa
- spec: FA-12
- summary: Per-report outcome of a batch reimbursement, reporting success with the created payment number or an error message.
- score: 5
interface BillLine
- file: src/cores/fa/components/BillLineEditor.tsx:27
- kind: interface
- core: fa
- spec: none
- summary: A single editable vendor-bill line carrying GL account, dimensional coding (fund/department/program), amount, and optional purchase-order match fields.
- score: 5
interface BillLineWithAccount
- file: src/cores/fa/hooks/useBillLines.ts:22
- kind: interface
- core: fa
- spec: FA-03
- summary: A vendor-bill line joined with summaries of its GL account and optional fund, department, and program dimensions.
- score: 5
interface BudgetScenarioFilters
- file: src/cores/fa/hooks/useBudgetScenarioList.ts:21
- kind: interface
- core: fa
- spec: FA-08
- summary: Filter inputs for the budget-scenario list, scoping by status, scenario type, and base budget.
- score: 5
type BudgetScenarioFormValues
- file: src/cores/fa/components/BudgetScenarioForm.tsx:59
- kind: type
- core: fa
- spec: FA-08
- summary: Validated budget-scenario form payload inferred from the Zod schema, used to create or edit what-if planning scenarios.
- score: 5
interface BudgetSuggestionAccount
- file: src/cores/fa/hooks/useSuggestBudgetLines.ts:32
- kind: interface
- core: fa
- spec: (none)
- summary: One account row fed to the model (chart of accounts + its prior-period actual).
- score: 2
type BudgetTemplateFormValues
- file: src/cores/fa/components/BudgetTemplateForm.tsx:38
- kind: type
- core: fa
- spec: FA-08
- summary: Validated budget-template form payload inferred from the Zod schema, used to define reusable budget structures.
- score: 5
interface BudgetVarianceCsvRow
- file: src/cores/fa/utils/exportReportCsv.ts:30
- kind: interface
- core: fa
- spec: (none)
- summary: Budget vs Actual variance data row for CSV
- score: 2
interface CashFlowForecastCsvRow
- file: src/cores/fa/utils/exportReportCsv.ts:76
- kind: interface
- core: fa
- spec: (none)
- summary: Cash flow forecast row for CSV
- score: 2
type CloseStatus
- file: src/cores/fa/components/CloseStatusBadge.tsx:23
- kind: type
- core: fa
- spec: FA-19
- summary: Lifecycle status of a financial-close period, progressing from open through approval to closed.
- score: 5
type CloseTaskStatus
- file: src/cores/fa/components/CloseTaskStatusBadge.tsx:21
- kind: type
- core: fa
- spec: FA-19
- summary: Execution status of an individual financial-close checklist task, including skipped and blocked terminal states.
- score: 5
interface CoATemplate
- file: src/cores/fa/data/coaTemplates.ts:102
- kind: interface
- core: fa
- spec: FA-01
- summary: A complete chart-of-accounts template bundling accounts and optional default funds and programs, discriminated as built-in or custom (DB-backed) by its kind.
- score: 5
interface CoATemplateAccount
- file: src/cores/fa/data/coaTemplates.ts:39
- kind: interface
- core: fa
- spec: FA-01
- summary: A chart-of-accounts template account definition, including type/subtype, normal balance, and an optional same-template parent reference resolved on apply.
- score: 5
interface CoATemplateFund
- file: src/cores/fa/data/coaTemplates.ts:65
- kind: interface
- core: fa
- spec: FA-01
- summary: A fund definition seeded alongside a chart-of-accounts template, identified by fund number, name, and fund type.
- score: 5
type CoATemplateFundType
- file: src/cores/fa/data/coaTemplates.ts:21
- kind: type
- core: fa
- spec: (none)
- summary: Fund types supported by the table ( enum).Source: baseline migration enum values.
- score: 2
interface CoATemplateProgram
- file: src/cores/fa/data/coaTemplates.ts:82
- kind: interface
- core: fa
- spec: FA-01
- summary: A program definition seeded alongside a chart-of-accounts template; its code maps to fa_programs.code and is unique per organization.
- score: 5
interface CollectionActivity
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:20
- kind: interface
- core: fa
- spec: FA-24
- summary: A logged collections activity against an invoice (notice, call, promise-to-pay, escalation, write-off, payment), with date and next-action follow-up.
- score: 5
interface CollectionQueueFilters
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:77
- kind: interface
- core: fa
- spec: FA-24
- summary: Filter inputs for the collections workflow queue, scoping by minimum days overdue, customer, and search text.
- score: 5
interface CollectionQueueItem
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:52
- kind: interface
- core: fa
- spec: FA-24
- summary: An overdue invoice in the collections queue with customer, balance due, days overdue, in-collection flag, and most-recent activity.
- score: 5
interface CollectionQueueListFilters
- file: src/cores/fa/hooks/useCollectionQueueList.ts:21
- kind: interface
- core: fa
- spec: FA-24
- summary: Filter inputs for the collections queue list, scoping by status, assignee, unassigned-only, and free-text search.
- score: 5
interface CollectionStats
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:93
- kind: interface
- core: fa
- spec: FA-24
- summary: Headline collections metrics: count and outstanding total in collection, amount over 90 days, and activities logged this week.
- score: 5
interface ConnectionFormData
- file: src/cores/fa/components/BankAccountForm.tsx:48
- kind: interface
- core: fa
- spec: (none)
- summary: Pre-fill data from bank connection (e.g. Plaid)
- score: 2
interface ContractProgressRow
- file: src/cores/fa/hooks/useRevenueReports.ts:187
- kind: interface
- core: fa
- spec: (none)
- summary: One row per revenue contract showing recognition progress.
- score: 2
interface CreateRevenueScheduleInput
- file: src/cores/fa/hooks/useRevenueSchedules.ts:16
- kind: interface
- core: fa
- spec: (none)
- summary: Input contract for the atomic RPC.
- score: 2
interface CreditApplication
- file: src/cores/fa/hooks/useCreditApplications.ts:15
- kind: interface
- core: fa
- spec: FA-05
- summary: A record applying a credit memo to an invoice, capturing the applied amount, application date, and notes.
- score: 5
interface CreditApplicationWithInvoice
- file: src/cores/fa/hooks/useCreditApplications.ts:37
- kind: interface
- core: fa
- spec: FA-05
- summary: A credit-memo application joined with a summary of the invoice it was applied to, including the invoice balance due.
- score: 5
interface CreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:20
- kind: interface
- core: fa
- spec: FA-05
- summary: An AR credit memo with type, original-invoice link, applied/unapplied amounts, lifecycle status, and the posting journal entry.
- score: 5
interface CreditMemoFilters
- file: src/cores/fa/hooks/useCreditMemos.ts:96
- kind: interface
- core: fa
- spec: FA-05
- summary: Filter inputs for the credit-memo list, scoping by status, customer, credit type, and date range.
- score: 5
interface CreditMemoLine
- file: src/cores/fa/hooks/useCreditMemos.ts:73
- kind: interface
- core: fa
- spec: FA-05
- summary: A single credit-memo line with description, quantity, unit price, line amount, and an optional GL account summary.
- score: 5
interface CreditMemoWithDetails
- file: src/cores/fa/hooks/useCreditMemos.ts:54
- kind: interface
- core: fa
- spec: FA-05
- summary: A credit memo joined with its customer summary and line items.
- score: 5
interface CustomerPaymentFilters
- file: src/cores/fa/hooks/useCustomerPayments.ts:39
- kind: interface
- core: fa
- spec: FA-05
- summary: Filter inputs for the customer-payments list, scoping by application status, customer, and date range.
- score: 5
interface CustomerPaymentWithDetails
- file: src/cores/fa/hooks/useCustomerPayments.ts:21
- kind: interface
- core: fa
- spec: FA-05
- summary: A customer payment joined with its customer name and number.
- score: 5
interface DateRange
- file: src/cores/fa/components/TransactionFilters.tsx:30
- kind: interface
- core: fa
- spec: none
- summary: Inclusive date-range filter with optional start and end bounds used to scope transaction queries.
- score: 5
interface DeferredBalanceSummary
- file: src/cores/fa/hooks/useRevenueReports.ts:101
- kind: interface
- core: fa
- spec: (none)
- summary: Single-row balance summary across all active deferred revenue records.
- score: 2
interface DepositInTransit
- file: src/cores/fa/hooks/useDepositsInTransitReport.ts:16
- kind: interface
- core: fa
- spec: FA-06
- summary: A deposit recorded in the GL but not yet cleared by the bank, with its amount and computed days in transit.
- score: 5
interface DisconnectResult
- file: src/cores/fa/hooks/useBankDisconnect.ts:24
- kind: interface
- core: fa
- spec: FA-20
- summary: Result of disconnecting a bank feed integration, reporting success and an optional human-readable message.
- score: 5
interface DuplicateBillInput
- file: src/cores/fa/lib/billDuplicates.ts:16
- kind: interface
- core: fa
- spec: (none)
- summary: Narrowed shape of an row needed for duplicate detection.
- score: 2
interface DuplicateCheckBill
- file: src/cores/fa/hooks/useBillDuplicates.ts:6
- kind: interface
- core: fa
- spec: (none)
- summary: The fields a bill must expose for duplicate detection.
- score: 2
interface ExpenseApprovalWithDetails
- file: src/cores/fa/hooks/useExpenseApprovals.ts:23
- kind: interface
- core: fa
- spec: FA-12
- summary: An expense-report approval joined with the approver’s profile and a summary of the report under review.
- score: 5
type ExpenseCategory
- file: src/cores/fa/components/ExpenseCategorySelect.tsx:37
- kind: type
- core: fa
- spec: FA-12
- summary: Union of selectable expense-category values derived from the EXPENSE_CATEGORIES constant list.
- score: 5
interface ExpenseCategoryMappingWithAccount
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:22
- kind: interface
- core: fa
- spec: FA-12
- summary: An expense-category-to-GL mapping joined with its GL account plus optional default department and fund.
- score: 5
interface ExpenseDashboardStats
- file: src/cores/fa/hooks/useExpenseDashboardStats.ts:21
- kind: interface
- core: fa
- spec: FA-12
- summary: Headline expense-dashboard metrics: pending report and approval counts, YTD reimbursements, pending amount, and a per-category breakdown.
- score: 5
interface ExpenseLine
- file: src/cores/fa/components/ExpenseLineRow.tsx:26
- kind: interface
- core: fa
- spec: FA-12
- summary: A single editable expense-report line with category, amount, dimensional coding, per-diem/mileage inputs, and receipt/PHI/policy-violation flags.
- score: 5
interface ExpensePolicyRuleWizardDialogProps
- file: src/cores/fa/wizards/expense-policy-rule/ExpensePolicyRuleWizardDialog.tsx:28
- kind: interface
- core: fa
- spec: (none)
- summary: Props for the guided FA-27 expense policy rule dialog ( + PF-41 steps).
- score: 2
interface ExpenseReportForApproval
- file: src/cores/fa/components/ExpenseApprovalDialog.tsx:29
- kind: interface
- core: fa
- spec: FA-12
- summary: Minimal expense-report projection shown in the approval dialog, with the report total and the submitting employee’s name and number.
- score: 5
interface ExpenseReportFormProps
- file: src/cores/fa/components/ExpenseReportForm.tsx:54
- kind: interface
- core: fa
- spec: FA-12
- summary: Props for the expense-report editor, supplying reference lists, initial data, and save/submit/cancel callbacks in create or edit mode.
- score: 5
interface ExpenseReportRow
- file: src/cores/fa/components/ExpenseReportsTable.tsx:25
- kind: interface
- core: fa
- spec: FA-12
- summary: Row projection for the expense-reports list table, including period dates, total, status, and the submitting employee summary.
- score: 5
type ExpenseReportStatus
- file: src/cores/fa/components/ExpenseReportStatusBadge.tsx:18
- kind: type
- core: fa
- spec: FA-12
- summary: Lifecycle status of an expense report from draft through approval to paid or partially paid.
- score: 5
interface FADepartment
- file: src/cores/fa/hooks/useDepartments.ts:19
- kind: interface
- core: fa
- spec: FA-15
- summary: A finance department/cost-center record with hierarchy, clinical flag, cost-allocation method, and standard audit columns.
- score: 5
type FADepartmentInsert
- file: src/cores/fa/hooks/useDepartments.ts:50
- kind: type
- core: fa
- spec: FA-15
- summary: Insert payload for a finance department, omitting the server-generated id and timestamp columns.
- score: 5
type FADepartmentUpdate
- file: src/cores/fa/hooks/useDepartments.ts:61
- kind: type
- core: fa
- spec: FA-15
- summary: Partial update payload for a finance department, allowing any insertable field to be changed.
- score: 5
interface FAEntity
- file: src/cores/fa/hooks/useFAEntities.ts:12
- kind: interface
- core: fa
- spec: (none)
- summary: FA-09a: Legal entity master record (multi-entity consolidation foundation).Each organization always has at least one PRIMARY entity (seeded by trigger).
- score: 2
type FilterValue
- file: src/cores/fa/schemas/report-filters.schema.ts:32
- kind: type
- core: fa
- spec: (none)
- summary: Inferred type for filter values
- score: 2
interface FiscalPeriodSlim
- file: src/cores/fa/lib/revenueScheduleAllocation.ts:10
- kind: interface
- core: fa
- spec: (none)
- summary: FA-UX-15: Pure allocation helpers for revenue schedules.Straight-line allocation of a total revenue amount across the fiscalperiods that intersect a recognition window. Output rounding is appliedto 2 decimals; the residual penny (if any) is added to the last periodso the sum exactly matches the input total.
- score: 2
interface ForecastAssumptions
- file: src/cores/fa/components/ForecastAssumptionsDialog.tsx:32
- kind: interface
- core: fa
- spec: FA-14
- summary: Cash-flow forecast assumptions: horizon in months, inflow/outflow growth rates, the historical-vs-budget blend weight, and per-period overrides.
- score: 5
interface ForecastDataCsvRow
- file: src/cores/fa/utils/exportReportCsv.ts:107
- kind: interface
- core: fa
- spec: (none)
- summary: Financial forecast row for CSV
- score: 2
interface ForecastLineInput
- file: src/cores/fa/components/ForecastLineEditorEditable.tsx:32
- kind: interface
- core: fa
- spec: FA-08
- summary: An editable forecast line tying a GL account and dimensional coding to a forecast amount for a single period range.
- score: 5
interface GenerateReportNarrativeParams
- file: src/cores/fa/hooks/useGenerateReportNarrative.ts:18
- kind: interface
- core: fa
- spec: (none)
- summary: FA Lane Q: AI executive-summary narratives for financial reports.Wires the existing edge function (PF-111 unified AIgateway, standard lane — FA financial data is org-confidential but not PHI) soa user can generate a plain-language narrative of a financial statement.The edge function is stateless over the data the caller supplies (which theclient already fetched under RLS) and does no DB read, so no organization_idis required in the body. Human-in-the-loop: the narrative is a draft forreview, never auto-published.
- score: 2
type InterFundTransferValues
- file: src/cores/fa/components/InterFundTransferForm.tsx:47
- kind: type
- core: fa
- spec: FA-02
- summary: Validated inter-fund transfer form payload inferred from the Zod schema, used to move balances between funds with balanced GL postings.
- score: 5
interface InvoiceLine
- file: src/cores/fa/components/InvoiceLineEditor.tsx:23
- kind: interface
- core: fa
- spec: FA-05
- summary: A single editable customer-invoice line with description, revenue account, quantity, unit price, and computed line amount.
- score: 5
type InvoiceLineFormData
- file: src/cores/fa/schemas/invoice-line.schema.ts:39
- kind: type
- core: fa
- spec: (none)
- summary: Inferred type for a single invoice line
- score: 2
type InvoiceLinesFormData
- file: src/cores/fa/schemas/invoice-line.schema.ts:44
- kind: type
- core: fa
- spec: (none)
- summary: Inferred type for invoice lines array
- score: 2
interface JeImportGroup
- file: src/cores/fa/utils/jeImportValidation.ts:9
- kind: interface
- core: fa
- spec: (none)
- summary: A validated, grouped journal entry ready for persistence.
- score: 2
interface JeImportRowError
- file: src/cores/fa/utils/jeImportValidation.ts:27
- kind: interface
- core: fa
- spec: (none)
- summary: Row-level validation error.
- score: 1
interface JeImportValidationResult
- file: src/cores/fa/utils/jeImportValidation.ts:35
- kind: interface
- core: fa
- spec: (none)
- summary: Result of grouping and validating import rows.
- score: 2
interface JournalLine
- file: src/cores/fa/components/JournalLineEditor.tsx:21
- kind: interface
- core: fa
- spec: FA-02
- summary: A single editable journal-entry line carrying GL account, dimensional coding, and the debit/credit amounts used to enforce a balanced entry.
- score: 5
interface KPITrendData
- file: src/cores/fa/components/analytics/KPITrendChart.tsx:21
- kind: interface
- core: fa
- spec: FA-16
- summary: A single KPI time-series point pairing a date with its value plus optional threshold and target reference lines.
- score: 5
interface OrganizationUser
- file: src/cores/fa/wizards/financial-close-setup/hooks/useOrganizationUsers.ts:16
- kind: interface
- core: fa
- spec: (none)
- summary: User data for assignment dropdowns
- score: 2
type PaymentPlanFormValues
- file: src/cores/fa/components/PaymentPlanForm.tsx:46
- kind: type
- core: fa
- spec: FA-05
- summary: Validated AR payment-plan form payload inferred from the Zod schema, used to schedule installment terms against an outstanding balance.
- score: 5
interface PendingBudget
- file: src/cores/fa/hooks/useBudgetApprovals.ts:32
- kind: interface
- core: fa
- spec: FA-08
- summary: A budget version awaiting approval, with its fiscal year code, submission metadata, and the submitter’s name.
- score: 5
interface PendingExpenseReport
- file: src/cores/fa/components/BatchReimbursementDialog.tsx:38
- kind: interface
- core: fa
- spec: FA-12
- summary: Approved-but-unpaid expense report awaiting batch reimbursement, with its totals and the submitting employee summary.
- score: 5
interface PlaidAccountMappingDialogProps
- file: src/cores/fa/components/PlaidAccountMappingDialog.tsx:44
- kind: interface
- core: fa
- spec: FA-20
- summary: Props for the dialog that maps newly linked Plaid accounts to internal bank accounts after a successful Plaid Link flow.
- score: 5
interface POLine
- file: src/cores/fa/components/POLineEditor.tsx:23
- kind: interface
- core: fa
- spec: FA-04
- summary: A single editable purchase-order line with GL account, dimensional coding, quantity, unit price, and unit-of-measure.
- score: 5
interface PostBankTransactionInput
- file: src/cores/fa/hooks/useBankTransactions.ts:156
- kind: interface
- core: fa
- spec: (none)
- summary: Input for posting a single bank transaction. The debit/credit accounts are theline’s categorization; if omitted the RPC resolves them from the matched rule orthe AI-suggested accounts (and refuses to post an uncategorized line).
- score: 2
interface PostExpenseToGLParams
- file: src/cores/fa/hooks/useExpenseGLPosting.ts:56
- kind: interface
- core: fa
- spec: FA-12
- summary: Parameters for posting an approved expense report to the GL, naming the report, period, and the employee-payable AP account.
- score: 5
interface PostReimbursementToGLParams
- file: src/cores/fa/hooks/useExpenseGLPosting.ts:74
- kind: interface
- core: fa
- spec: FA-12
- summary: Parameters for posting a reimbursement payment to the GL, naming the payment, period, and the AP and cash accounts to clear.
- score: 5
interface RecognitionByPeriodRow
- file: src/cores/fa/hooks/useRevenueReports.ts:16
- kind: interface
- core: fa
- spec: (none)
- summary: One row per fiscal period (or recognition month when no fiscal period is set).
- score: 2
interface ReconcilePlanInput
- file: src/cores/fa/lib/paymentPlanReconciliation.ts:13
- kind: interface
- core: fa
- spec: (none)
- summary: FA-UX-12: Pure tolerance reconciler for payment plan installments.Compares the sum of installment amounts to the recurring invoice totalusing integer minor-unit math (cents) to avoid floating-point drift.Default tolerance is ±$0.01 (1 minor unit). The org-level override( per FA-05-ENH OQ-1)is wired in by the caller; this module is intentionally pure so it canrun in unit tests with no env / Supabase / React imports.
- score: 2
interface ReconciliationMatch
- file: src/cores/fa/hooks/useReconciliationMatches.ts:8
- kind: interface
- core: fa
- spec: (none)
- summary: A persisted bank-line ↔ GL-line reconciliation pairing (fa_reconciliation_matches row).
- score: 2
interface ReconciliationMatchBankLine
- file: src/cores/fa/hooks/useReconciliationMatches.ts:21
- kind: interface
- core: fa
- spec: (none)
- summary: Bank-statement-line fields joined onto a match for display.
- score: 2
interface ReconciliationMatchGLLine
- file: src/cores/fa/hooks/useReconciliationMatches.ts:30
- kind: interface
- core: fa
- spec: (none)
- summary: GL journal-line fields joined onto a match for display.
- score: 2
interface ReconciliationMatchWithRelations
- file: src/cores/fa/hooks/useReconciliationMatches.ts:41
- kind: interface
- core: fa
- spec: (none)
- summary: A reconciliation match with its joined bank and GL line details.
- score: 2
interface RecurringInvoiceLine
- file: src/cores/fa/components/RecurringInvoiceLineEditor.tsx:23
- kind: interface
- core: fa
- spec: FA-05
- summary: A single editable recurring-invoice template line with description, revenue account, quantity, unit price, and computed line amount.
- score: 5
type ReportBasis
- file: src/cores/fa/components/ReportBasisToggle.tsx:21
- kind: type
- core: fa
- spec: FA-07
- summary: Accounting basis used when rendering financial reports, toggling between GAAP and tax presentation.
- score: 5
type ReportFiltersFormData
- file: src/cores/fa/schemas/report-filters.schema.ts:37
- kind: type
- core: fa
- spec: (none)
- summary: Inferred type for report filters
- score: 2
interface RevenueScheduleWizardDraft
- file: src/cores/fa/schemas/revenueScheduleWizardSchema.ts:22
- kind: interface
- core: fa
- spec: (none)
- summary: Draft state used while the user moves through the wizard.Field types are permissive (allow empty strings) so partially-filledforms don’t throw before the user reaches the final step.
- score: 2
type RollingForecastFormValues
- file: src/cores/fa/components/RollingForecastForm.tsx:72
- kind: type
- core: fa
- spec: FA-08
- summary: Validated rolling-forecast form payload inferred from the Zod schema, used to configure a continuously re-baselined forecast.
- score: 5
interface RuleConfirmStepFieldsProps
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleConfirmStep.tsx:15
- kind: interface
- core: fa
- spec: (none)
- summary: Props for the review step field block (also used when embedding the confirm UI outside the default step shell).
- score: 2
interface ScenarioLineInput
- file: src/cores/fa/components/ScenarioBudgetLineEditor.tsx:31
- kind: interface
- core: fa
- spec: FA-08
- summary: An editable scenario-budget line tying a GL account and dimensional coding to a budget amount for a single period range.
- score: 5
interface TaskFormItem
- file: src/cores/fa/components/ChecklistTaskEditor.tsx:47
- kind: interface
- core: fa
- spec: FA-19
- summary: Editable close-checklist task row tracking name, type, priority, dependency, and client-side new/modified/deleted dirty flags for batch save.
- score: 5
interface TermTooltipProps
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:37
- kind: interface
- core: fa
- spec: none
- summary: Props for an accounting-term tooltip trigger; only the icon trigger is rendered while the legacy variant, label, and className props are accepted for backward compatibility.
- score: 5
interface UnmatchedBankLine
- file: src/cores/fa/hooks/useReconciliationMatches.ts:47
- kind: interface
- core: fa
- spec: (none)
- summary: A bank statement line not yet matched to a GL line, with AI categorization/anomaly annotations.
- score: 2
interface UnmatchedGLLine
- file: src/cores/fa/hooks/useReconciliationMatches.ts:66
- kind: interface
- core: fa
- spec: (none)
- summary: A GL journal line not yet matched to a bank statement line.
- score: 2
type UpdatePlaidCategoryMappingPayload
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:31
- kind: type
- core: fa
- spec: (none)
- summary: Allowed fields when updating a Plaid category mapping (excludes id, organization_id, created_*).
- score: 2
interface UseBankAccountListOptions
- file: src/cores/fa/hooks/useBankAccounts.ts:108
- kind: interface
- core: fa
- spec: FA-06
- summary: Options for the bank-account list query: the required organization scope and an optional active-only filter.
- score: 5
interface UseBankDisconnectOptions
- file: src/cores/fa/hooks/useBankDisconnect.ts:39
- kind: interface
- core: fa
- spec: FA-20
- summary: Options for the bank-disconnect mutation, naming the bank account and organization plus success and error callbacks.
- score: 5
interface UseBankStatementListOptions
- file: src/cores/fa/hooks/useBankStatements.ts:104
- kind: interface
- core: fa
- spec: FA-06
- summary: Optional filters for the bank-statement list query, scoping by bank account and organization.
- score: 5
interface UseCoATemplatesResult
- file: src/cores/fa/hooks/useCoATemplates.ts:29
- kind: interface
- core: fa
- spec: FA-01
- summary: Chart-of-accounts templates available to the org, split into built-in and custom lists plus a combined all list.
- score: 5
interface VarianceData
- file: src/cores/fa/components/analytics/VarianceChart.tsx:19
- kind: interface
- core: fa
- spec: FA-16
- summary: A budget-vs-actual variance datum for one category, carrying both the absolute variance and its percentage.
- score: 5
interface Vendor1099Summary
- file: src/cores/fa/hooks/use1099Summary.ts:14
- kind: interface
- core: fa
- spec: FA-10
- summary: Per-vendor aggregated 1099 reporting summary for a tax year, totaling reportable payments and payment counts with the encrypted tax ID.
- score: 5
interface WriteOffInput
- file: src/cores/fa/hooks/useBadDebtReserves.ts:62
- kind: interface
- core: fa
- spec: FA-05
- summary: Input for writing off an invoice to bad debt, naming the invoice, amount, expense and AR accounts, and the reason.
- score: 5
Hooks
hook useAccessibleTemplates
- file: src/cores/fa/hooks/useBudgetTemplateList.ts:88
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch templates available for the current user (respects sharing permissions)
- score: 4
hook useAccount
- file: src/cores/fa/hooks/useAccounts.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing account.
- score: 1
hook useAccountBalanceHistory
- file: src/cores/fa/hooks/useTrialBalance.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing account balance history.
- score: 1
hook useAccountMappings
- file: src/cores/fa/hooks/useAccountMappings.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Provides account mappings queries and mutation actions scoped to the current organization.
- score: 4
hook useAccounts
- file: src/cores/fa/hooks/useAccounts.ts:15
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing accounts.
- score: 1
hook useAcknowledgeAlert
- file: src/cores/fa/hooks/useBudgetAlerts.ts:189
- kind: hook
- core: fa
- spec: (none)
- summary: Provides acknowledge alert queries and mutation actions scoped to the current organization.
- score: 4
hook useActiveAlerts
- file: src/cores/fa/hooks/useAlertThresholds.ts:72
- kind: hook
- core: fa
- spec: (none)
- summary: Provides active alerts queries and mutation actions scoped to the current organization.
- score: 4
hook useAddRecipient
- file: src/cores/fa/hooks/useReportRecipients.ts:36
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing add recipient.
- score: 1
hook useAddTemplateShare
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:374
- kind: hook
- core: fa
- spec: (none)
- summary: Provides add template share queries and mutation actions scoped to the current organization.
- score: 4
hook useAddToCollectionQueue
- file: src/cores/fa/hooks/useCollectionQueueMutation.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing add to collection queue.
- score: 1
hook useAgedUnresolvedItems
- file: src/cores/fa/hooks/useAgedUnresolvedItems.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing aged unresolved items.
- score: 1
hook useAIMatchSuggestions
- file: src/cores/fa/hooks/useAIMatchSuggestions.ts:41
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing aimatch suggestions.
- score: 1
hook useAITransactionCategorization
- file: src/cores/fa/hooks/useAITransactionCategorization.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to trigger AI categorization and manage suggestions on bank lines.
- score: 4
hook useAlertsByBudget
- file: src/cores/fa/hooks/useBudgetAlerts.ts:271
- kind: hook
- core: fa
- spec: (none)
- summary: Provides alerts by budget queries and mutation actions scoped to the current organization.
- score: 4
hook useAlertThresholds
- file: src/cores/fa/hooks/useAlertThresholds.ts:47
- kind: hook
- core: fa
- spec: (none)
- summary: Provides alert thresholds queries and mutation actions scoped to the current organization.
- score: 4
hook useAllocateAnnualToPeriods
- file: src/cores/fa/hooks/useBudgetLines.ts:282
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing allocate annual to periods.
- score: 1
hook useAllocateExpense
- file: src/cores/fa/hooks/useProjectExpenses.ts:182
- kind: hook
- core: fa
- spec: (none)
- summary: Allocate a single expense to a project.
- score: 4
hook useAllocateExpenseSplit
- file: src/cores/fa/hooks/useProjectExpenses.ts:220
- kind: hook
- core: fa
- spec: (none)
- summary: Allocate an expense to multiple projects with percentage splits.
- score: 4
hook useAllocateIDC
- file: src/cores/fa/hooks/useIndirectCostRates.ts:242
- kind: hook
- core: fa
- spec: (none)
- summary: Allocate indirect costs to active projects using the database function.
- score: 4
hook useAllocateRevenue
- file: src/cores/fa/hooks/useProjectRevenue.ts:191
- kind: hook
- core: fa
- spec: (none)
- summary: Allocate revenue to a project.
- score: 4
hook useAllocationBase
- file: src/cores/fa/hooks/useAllocationBases.ts:67
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single allocation base by ID.
- score: 4
hook useAllocationBases
- file: src/cores/fa/hooks/useAllocationBases.ts:26
- kind: hook
- core: fa
- spec: (none)
- summary: List allocation bases for an organization.
- score: 4
hook useAmendPO
- file: src/cores/fa/hooks/usePOAmendment.ts:81
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing amend po.
- score: 1
hook useApplyCoATemplate
- file: src/cores/fa/hooks/useApplyCoATemplate.ts:64
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing apply co atemplate.
- score: 1
hook useApplyCreditToInvoice
- file: src/cores/fa/hooks/useCreditApplications.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Provides apply credit to invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useApplyCustomerPayment
- file: src/cores/fa/hooks/useARPaymentApplications.ts:108
- kind: hook
- core: fa
- spec: (none)
- summary: Provides apply customer payment queries and mutation actions scoped to the current organization.
- score: 4
hook useApplyPayment
- file: src/cores/fa/hooks/usePaymentApplications.ts:65
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing apply payment.
- score: 1
hook useApplyTemplate
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:256
- kind: hook
- core: fa
- spec: (none)
- summary: Provides apply template queries and mutation actions scoped to the current organization.
- score: 4
hook useApprovalHistory
- file: src/cores/fa/hooks/useExpenseApprovals.ts:89
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch approval history for a specific expense report
- score: 4
hook useApprovalThresholds
- file: src/cores/fa/hooks/useApprovalThresholds.ts:15
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of approval thresholds for an organization
- score: 4
hook useApproveAllocationBase
- file: src/cores/fa/hooks/useAllocationBases.ts:160
- kind: hook
- core: fa
- spec: (none)
- summary: Approve an allocation base.
- score: 1
hook useApproveBill
- file: src/cores/fa/hooks/useBillApproval.ts:28
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to approve a vendor bill (calls fa_approve_bill function)This will:1. Validate user has approval authority2. Set bill status to ‘approved’3. Create journal entry posting to GL4. Link journal entry back to bill5. Publish vendor_bill_approved domain event
- score: 4
hook useApproveBudget
- file: src/cores/fa/hooks/useBudgetApprovals.ts:89
- kind: hook
- core: fa
- spec: (none)
- summary: Provides approve budget queries and mutation actions scoped to the current organization.
- score: 4
hook useApproveClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:339
- kind: hook
- core: fa
- spec: (none)
- summary: Approve a close period (transition to approved)
- score: 4
hook useApproveExpenseReport
- file: src/cores/fa/hooks/useExpenseApprovals.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to approve an expense reportUpdates approval record and checks if more approvals needed
- score: 4
hook useApproveIndirectCostRate
- file: src/cores/fa/hooks/useIndirectCostRates.ts:195
- kind: hook
- core: fa
- spec: (none)
- summary: Approve an IDC rate.
- score: 1
hook useApprovePaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:266
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to approve a payment plan
- score: 4
hook useApprovePO
- file: src/cores/fa/hooks/usePOApproval.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: Approve PO (pending_approval → approved)Triggers fa_publish_po_approved() function
- score: 4
hook useApproveProjectBudget
- file: src/cores/fa/hooks/useProjectBudgets.ts:207
- kind: hook
- core: fa
- spec: (none)
- summary: Approve a project budget line.
- score: 4
hook useArAgingBuckets
- file: src/cores/fa/hooks/useArAgingBuckets.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing ar aging buckets.
- score: 1
hook useARAgingReport
- file: src/cores/fa/hooks/useARAgingReport.ts:77
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch and calculate AR aging report data
- score: 4
hook useArchiveFAEntity
- file: src/cores/fa/hooks/useFAEntities.ts:153
- kind: hook
- core: fa
- spec: (none)
- summary: Soft-deletes (archives) a legal entity by stamping deleted_at.The PRIMARY entity cannot be archived from the UI.
- score: 4
hook useARPaymentApplications
- file: src/cores/fa/hooks/useARPaymentApplications.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Provides arpayment applications queries and mutation actions scoped to the current organization.
- score: 4
hook useAssetDisposal
- file: src/cores/fa/hooks/useAssetDisposals.ts:97
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single disposal record by ID.
- score: 4
hook useAssetDisposalsByAsset
- file: src/cores/fa/hooks/useAssetDisposals.ts:141
- kind: hook
- core: fa
- spec: (none)
- summary: Get disposals for a specific asset.Defense-in-depth: includes organizationId filter.
- score: 4
hook useAssetTransferHistory
- file: src/cores/fa/hooks/useAssetTransfers.ts:27
- kind: hook
- core: fa
- spec: (none)
- summary: Get transfer history for a specific asset.Defense-in-depth: includes organizationId filter.
- score: 4
hook useAssignCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:271
- kind: hook
- core: fa
- spec: (none)
- summary: Assign a task to a user
- score: 1
hook useAuditLogViewerData
- file: src/cores/fa/hooks/useAuditLogViewerData.ts:58
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing audit log viewer data.
- score: 1
hook useAutoMatchTransactions
- file: src/cores/fa/hooks/useBankReconciliations.ts:254
- kind: hook
- core: fa
- spec: (none)
- summary: Provides auto match transactions queries and mutation actions scoped to the current organization.
- score: 4
hook useAvailableBudgetsForCopy
- file: src/cores/fa/hooks/useBudgetTemplate.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing available budgets for copy.
- score: 1
hook useAvailablePOLinesForBilling
- file: src/cores/fa/hooks/useValidate3WayMatch.ts:43
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get available PO lines for billing (approved POs with received quantity)
- score: 4
hook useBadDebtReserve
- file: src/cores/fa/hooks/useBadDebtReserves.ts:104
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bad debt reserve queries and mutation actions scoped to the current organization.
- score: 4
hook useBadDebtReserveList
- file: src/cores/fa/hooks/useBadDebtReserves.ts:79
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bad debt reserve list queries and mutation actions scoped to the current organization.
- score: 4
hook useBadDebtSummary
- file: src/cores/fa/hooks/useBadDebtReserves.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bad debt summary queries and mutation actions scoped to the current organization.
- score: 4
hook useBalanceSheet
- file: src/cores/fa/hooks/useBalanceSheet.ts:43
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing balance sheet.
- score: 1
hook useBalanceSheetSummary
- file: src/cores/fa/hooks/useBalanceSheet.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing balance sheet summary.
- score: 1
hook useBankAccount
- file: src/cores/fa/hooks/useBankAccounts.ts:178
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank account queries and mutation actions scoped to the current organization.
- score: 4
hook useBankAccountList
- file: src/cores/fa/hooks/useBankAccounts.ts:116
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank account list queries and mutation actions scoped to the current organization.
- score: 4
hook useBankDisconnect
- file: src/cores/fa/hooks/useBankDisconnect.ts:49
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing bank disconnect.
- score: 1
hook useBankReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:135
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank reconciliation queries and mutation actions scoped to the current organization.
- score: 4
hook useBankReconciliationList
- file: src/cores/fa/hooks/useBankReconciliations.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank reconciliation list queries and mutation actions scoped to the current organization.
- score: 4
hook useBankStatement
- file: src/cores/fa/hooks/useBankStatements.ts:193
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank statement queries and mutation actions scoped to the current organization.
- score: 4
hook useBankStatementList
- file: src/cores/fa/hooks/useBankStatements.ts:127
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bank statement list queries and mutation actions scoped to the current organization.
- score: 4
hook useBankTransactionsList
- file: src/cores/fa/hooks/useBankTransactions.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: List bank transaction lines with filters.Pending = unmatched and not excluded, Posted = matched, Excluded = status ‘excluded’.
- score: 4
hook useBankTransactionsPendingCount
- file: src/cores/fa/hooks/useBankTransactions.ts:67
- kind: hook
- core: fa
- spec: (none)
- summary: Count of pending (unmatched) bank transaction lines.
- score: 4
hook useBatchCreateReimbursements
- file: src/cores/fa/hooks/useBatchReimbursement.ts:105
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for batch creating reimbursement payments from approved expense reports.Processes payments sequentially to maintain data integrity.Max 100 items per batch per FA-12 spec.
- score: 1
hook useBatchPostToGL
- file: src/cores/fa/hooks/useBatchReimbursement.ts:257
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for batch posting reimbursement payments to GL.Processes posts sequentially to maintain data integrity.
- score: 1
hook useBatchUpdateBillLines
- file: src/cores/fa/hooks/useBillLines.ts:250
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to batch create/update bill lines
- score: 4
hook useBatchUpdatePOLines
- file: src/cores/fa/hooks/usePurchaseOrderLines.ts:202
- kind: hook
- core: fa
- spec: (none)
- summary: Batch update/replace all lines for a POUseful for form submissions where all lines are replaced at once
- score: 4
hook useBill
- file: src/cores/fa/hooks/useVendorBills.ts:117
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single vendor bill with lines
- score: 4
hook useBillDuplicates
- file: src/cores/fa/hooks/useBillDuplicates.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: FA Lane Q: find likely-duplicate vendor bills for the given bill.Queries the org’s other bills for the SAME vendor (small, indexed set — notall org bills) and runs the deterministic heuristic.Returns [] (never throws to the UI) when the bill has no vendor or there areno candidates. Cancelled bills and the bill itself are excluded.
- score: 4
hook useBillLines
- file: src/cores/fa/hooks/useBillLines.ts:70
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch bill lines for a specific bill
- score: 4
hook useBillList
- file: src/cores/fa/hooks/useVendorBills.ts:58
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of vendor bills with optional filters
- score: 4
hook useBudget
- file: src/cores/fa/hooks/useBudgets.ts:73
- kind: hook
- core: fa
- spec: (none)
- summary: Provides budget queries and mutation actions scoped to the current organization.
- score: 4
hook useBudgetAlerts
- file: src/cores/fa/hooks/useBudgetAlerts.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Provides budget alerts queries and mutation actions scoped to the current organization.
- score: 4
hook useBudgetAlertsSummary
- file: src/cores/fa/hooks/useBudgetAlerts.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Provides budget alerts summary queries and mutation actions scoped to the current organization.
- score: 4
hook useBudgetApprovals
- file: src/cores/fa/hooks/useBudgetApprovals.ts:55
- kind: hook
- core: fa
- spec: (none)
- summary: Provides budget approvals queries and mutation actions scoped to the current organization.
- score: 4
hook useBudgetLineOptions
- file: src/cores/fa/wizards/budget-creation/hooks/useBudgetLineOptions.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches all options needed for budget line entry.
- returns: Query result with accounts, funds, departments, programs
- score: 4
hook useBudgetLines
- file: src/cores/fa/hooks/useBudgetLines.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget lines.
- score: 1
hook useBudgets
- file: src/cores/fa/hooks/useBudgets.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Provides budgets queries and mutation actions scoped to the current organization.
- score: 4
hook useBudgetScenario
- file: src/cores/fa/hooks/useBudgetScenarioDetail.ts:8
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget scenario.
- score: 1
hook useBudgetScenarioList
- file: src/cores/fa/hooks/useBudgetScenarioList.ts:30
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget scenario list.
- score: 1
hook useBudgetTemplateById
- file: src/cores/fa/hooks/useBudgetTemplateDetail.ts:8
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch single budget template by ID with all relations
- score: 4
hook useBudgetTemplateList
- file: src/cores/fa/hooks/useBudgetTemplateList.ts:8
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch paginated list of budget templates with optional filters
- score: 4
hook useBudgetTemplatePreview
- file: src/cores/fa/hooks/useBudgetTemplate.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget template preview.
- score: 1
hook useBudgetTemplateShares
- file: src/cores/fa/hooks/useBudgetTemplateDetail.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch template shares for a specific template
- score: 4
hook useBudgetTotals
- file: src/cores/fa/wizards/budget-creation/hooks/useBudgetTotals.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Calculates budget totals from an array of budget lines.
- params:
- budgetLines — Array of budget line entries
- returns: BudgetTotals with amount aggregations
- score: 4
hook useBudgetVsActual
- file: src/cores/fa/hooks/useBudgetVsActual.ts:32
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget vs actual.
- score: 1
hook useBudgetVsActualForProject
- file: src/cores/fa/hooks/useProjectBudgets.ts:256
- kind: hook
- core: fa
- spec: (none)
- summary: Get Budget vs Actual report for a project using the database function.
- score: 4
hook useBudgetVsActualSummary
- file: src/cores/fa/hooks/useBudgetVsActual.ts:65
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing budget vs actual summary.
- score: 1
hook useBulkCreateBudgetLines
- file: src/cores/fa/hooks/useBudgetLines.ts:190
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing bulk create budget lines.
- score: 1
hook useBulkCreateMatches
- file: src/cores/fa/hooks/useReconciliationMatches.ts:283
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bulk create matches queries and mutation actions scoped to the current organization.
- score: 4
hook useBulkPostBankTransactions
- file: src/cores/fa/hooks/useBankTransactions.ts:216
- kind: hook
- core: fa
- spec: (none)
- summary: Bulk post multiple bank transaction lines, each through the GL-posting RPC.Lines that cannot post (uncategorized, no open period, etc.) are counted as failuresrather than aborting the batch.
- score: 4
hook useBulkUpdateBudgetLines
- file: src/cores/fa/hooks/useBudgetLines.ts:229
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing bulk update budget lines.
- score: 1
hook useBulkUpdateLines
- file: src/cores/fa/hooks/useJournalEntryLines.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Provides bulk update lines queries and mutation actions scoped to the current organization.
- score: 4
hook useCalculateBillTotal
- file: src/cores/fa/hooks/useBillLines.ts:238
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to calculate total from bill lines
- score: 4
hook useCalculateCashPosition
- file: src/cores/fa/hooks/useCashPositions.ts:162
- kind: hook
- core: fa
- spec: (none)
- summary: Trigger cash position calculation via the database function.This creates a new cash position record based on current bank account balances.
- score: 4
hook useCalculateKPI
- file: src/cores/fa/hooks/useKPIs.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing calculate kpi.
- score: 1
hook useCalculateMileage
- file: src/cores/fa/hooks/useExpenseLines.ts:273
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to calculate mileage reimbursementUses fa_calculate_mileage RPC - fails loudly if no rate configured
- score: 4
hook useCalculatePerDiem
- file: src/cores/fa/hooks/useExpenseLines.ts:295
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to calculate per diem amountUses fa_calculate_per_diem RPC - returns 0 if no rate configured
- score: 4
hook useCancelDeferredRevenue
- file: src/cores/fa/hooks/useDeferredRevenue.ts:145
- kind: hook
- core: fa
- spec: (none)
- summary: Cancel a deferred revenue record (sets status = ‘cancelled’).
- score: 4
hook useCancelPaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:364
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to cancel a payment plan
- score: 1
hook useCancelPO
- file: src/cores/fa/hooks/usePOApproval.ts:186
- kind: hook
- core: fa
- spec: (none)
- summary: Cancel PO with reason
- score: 1
hook useCancelRevenueContract
- file: src/cores/fa/hooks/useRevenueContracts.ts:149
- kind: hook
- core: fa
- spec: (none)
- summary: Cancel a revenue contract (sets status = ‘cancelled’). Phase 1 has no hard delete.
- score: 4
hook useCancelRevenueSchedule
- file: src/cores/fa/hooks/useRevenueSchedules.ts:180
- kind: hook
- core: fa
- spec: (none)
- summary: Cancel a revenue schedule (sets status = ‘cancelled’). No hard delete in Phase 1.
- score: 4
hook useCardTransactionMutation
- file: src/cores/fa/hooks/useCardTransactionMutation.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing card transaction mutation.
- score: 1
hook useCardTransactionsList
- file: src/cores/fa/hooks/useCardTransactionsList.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing card transactions list.
- score: 1
hook useCashFlow
- file: src/cores/fa/hooks/useCashFlow.ts:24
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing cash flow.
- score: 1
hook useCashFlowDirect
- file: src/cores/fa/hooks/useCashFlowDirect.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing cash flow direct.
- score: 1
hook useCashFlowSummary
- file: src/cores/fa/hooks/useCashFlow.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing cash flow summary.
- score: 1
hook useCashForecast
- file: src/cores/fa/hooks/useCashForecasts.ts:113
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single cash forecast by ID.
- score: 4
hook useCashForecastList
- file: src/cores/fa/hooks/useCashForecasts.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: List cash forecasts with optional date and period filters.Sorted by forecast_date descending.
- score: 4
hook useCashPosition
- file: src/cores/fa/hooks/useCashPositions.ts:82
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single cash position by ID.
- score: 4
hook useCashPositionList
- file: src/cores/fa/hooks/useCashPositions.ts:32
- kind: hook
- core: fa
- spec: (none)
- summary: List cash positions with optional date filters.Sorted by position_date descending (most recent first).
- score: 4
hook useCategoryMapping
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:93
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single category mapping by ID
- score: 4
hook useCategoryMappingByCategory
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get mapping by category name
- score: 4
hook useCategoryMappings
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch all category mappings with joined account info
- score: 4
hook useCheckApprovalRequired
- file: src/cores/fa/hooks/useApprovalThresholds.ts:159
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to check if a bill amount requires approval based on thresholds
- score: 4
hook useCheckBudgetAlerts
- file: src/cores/fa/hooks/useBudgetAlerts.ts:239
- kind: hook
- core: fa
- spec: (none)
- summary: Provides check budget alerts queries and mutation actions scoped to the current organization.
- score: 4
hook useCheckDuplicateInvoice
- file: src/cores/fa/hooks/useVendorBills.ts:344
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to check for duplicate invoice numbers
- score: 4
hook useCheckDuplicateStatement
- file: src/cores/fa/hooks/useBankStatements.ts:408
- kind: hook
- core: fa
- spec: (none)
- summary: Provides check duplicate statement queries and mutation actions scoped to the current organization.
- score: 4
hook useCloseChecklistDetail
- file: src/cores/fa/close/useCloseChecklists.ts:136
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single checklist with tasksIssue #2 fix: Added organizationId parameter for defense-in-depth
- score: 4
hook useCloseChecklistsList
- file: src/cores/fa/close/useCloseChecklists.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: List close checklists for an organization with optional filters
- score: 4
hook useCloseChecklistTemplates
- file: src/cores/fa/close/useCloseChecklists.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: List checklist templates only
- score: 1
hook useCloseDocumentationList
- file: src/cores/fa/close/useCloseDocumentation.ts:34
- kind: hook
- core: fa
- spec: (none)
- summary: List documentation for a close period, optionally filtered by task
- score: 4
hook useClosePeriodChecklists
- file: src/cores/fa/close/useCloseChecklists.ts:104
- kind: hook
- core: fa
- spec: (none)
- summary: List checklists for a specific close periodIssue #3 fix: Added organizationId parameter for defense-in-depth
- score: 4
hook useClosePeriodDetail
- file: src/cores/fa/close/useClosePeriods.ts:98
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single close period with full relations
- score: 4
hook useClosePeriodsList
- file: src/cores/fa/close/useClosePeriods.ts:47
- kind: hook
- core: fa
- spec: (none)
- summary: List close periods for an organization with optional filtersIssue #8 fix: organizationId is now required (not optional)
- score: 4
hook useCloseTaskDetail
- file: src/cores/fa/close/useCloseTasks.ts:139
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single task with full relations
- score: 4
hook useCloseTasksByPeriod
- file: src/cores/fa/close/useCloseTasks.ts:105
- kind: hook
- core: fa
- spec: (none)
- summary: List all tasks for a close period (across all checklists)
- score: 4
hook useCloseTasksList
- file: src/cores/fa/close/useCloseTasks.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: List tasks for a specific checklist
- score: 4
hook useCloseTaxYear
- file: src/cores/fa/hooks/useTaxYears.ts:129
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Close tax year (update status to ‘closed’)
- score: 4
hook useCoAExport
- file: src/cores/fa/hooks/useCoAExport.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing co aexport.
- score: 1
hook useCoAImportApply
- file: src/cores/fa/hooks/useCoAImport.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Apply validated import rows in chunked batches.
- score: 4
hook useCoATemplates
- file: src/cores/fa/hooks/useCoATemplates.ts:41
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for loading the merged CoA template library.
- score: 1
hook useCollectionActivities
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:196
- kind: hook
- core: fa
- spec: (none)
- summary: Provides collection activities queries and mutation actions scoped to the current organization.
- score: 4
hook useCollectionQueue
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:119
- kind: hook
- core: fa
- spec: (none)
- summary: Provides collection queue queries and mutation actions scoped to the current organization.
- score: 4
hook useCollectionQueueList
- file: src/cores/fa/hooks/useCollectionQueueList.ts:57
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing collection queue list.
- score: 1
hook useCollectionStats
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:222
- kind: hook
- core: fa
- spec: (none)
- summary: Provides collection stats queries and mutation actions scoped to the current organization.
- score: 4
hook useCompleteClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:393
- kind: hook
- core: fa
- spec: (none)
- summary: Complete (finalize) a close period (transition to closed)
- score: 4
hook useCompleteClosePeriodWithAudit
- file: src/cores/fa/hooks/usePeriodCloseWithAudit.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Wraps useCompleteClosePeriod — after a successful close, writes an audit row.
- score: 4
hook useCompleteCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:407
- kind: hook
- core: fa
- spec: (none)
- summary: Complete a task (with dependency validation)
- score: 4
hook useCompleteReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:315
- kind: hook
- core: fa
- spec: (none)
- summary: Provides complete reconciliation queries and mutation actions scoped to the current organization.
- score: 4
hook useComplianceMappings
- file: src/cores/fa/hooks/useComplianceMappings.ts:20
- kind: hook
- core: fa
- spec: (none)
- summary: List compliance-account mappings for the current organization.
- score: 4
hook useContractProgressReport
- file: src/cores/fa/hooks/useRevenueReports.ts:205
- kind: hook
- core: fa
- spec: (none)
- summary: Contract progress report — joins contracts with their schedules’ total_recognizedto compute lifetime recognition progress per contract.
- score: 4
hook useCopyBudgetTemplate
- file: src/cores/fa/hooks/useBudgetTemplate.ts:126
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing copy budget template.
- score: 1
hook useCopyChecklistToPeriod
- file: src/cores/fa/close/useCloseChecklists.ts:264
- kind: hook
- core: fa
- spec: (none)
- summary: Copy a checklist template to a close periodIssue #5 fix:- Accept userId instead of calling supabase.auth.getUser()- Add organization_id filter to template query- Batch task inserts for performance- Rollback on partial failure
- score: 4
hook useCopyFromBudget
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:306
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing copy from budget.
- score: 1
hook useCopyFromTemplate
- file: src/cores/fa/wizards/budget-creation/hooks/useCopyFromTemplate.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for copying budget lines from a template budget with growth adjustments.
- returns: Object with copyFromTemplate function
- score: 1
hook useCostAllocation
- file: src/cores/fa/hooks/useCostAllocations.ts:70
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single cost allocation by ID.
- score: 4
hook useCostAllocations
- file: src/cores/fa/hooks/useCostAllocations.ts:20
- kind: hook
- core: fa
- spec: (none)
- summary: List cost allocations for an organization.
- score: 4
hook useCreate1099Form
- file: src/cores/fa/hooks/use1099Forms.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Create 1099 form
- score: 1
hook useCreateAccount
- file: src/cores/fa/hooks/useAccounts.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create account.
- score: 1
hook useCreateAccountMapping
- file: src/cores/fa/hooks/useAccountMappings.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create account mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateAdjustment
- file: src/cores/fa/hooks/useReconciliationAdjustments.ts:74
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new adjustment
- score: 1
hook useCreateAlertThreshold
- file: src/cores/fa/hooks/useAlertThresholds.ts:99
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create alert threshold queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateAllocationBase
- file: src/cores/fa/hooks/useAllocationBases.ts:95
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new allocation base.
- score: 1
hook useCreateAnnotation
- file: src/cores/fa/hooks/useReportAnnotations.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create annotation queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateApproval
- file: src/cores/fa/hooks/useExpenseApprovals.ts:118
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create an approval request
- score: 4
hook useCreateApprovalThreshold
- file: src/cores/fa/hooks/useApprovalThresholds.ts:51
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new approval threshold
- score: 4
hook useCreateBadDebtReserve
- file: src/cores/fa/hooks/useBadDebtReserves.ts:188
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create bad debt reserve queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateBankAccount
- file: src/cores/fa/hooks/useBankAccounts.ts:232
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create bank account queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateBankReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:165
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create bank reconciliation queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateBankStatement
- file: src/cores/fa/hooks/useBankStatements.ts:270
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create bank statement queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateBill
- file: src/cores/fa/hooks/useVendorBills.ts:168
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new vendor bill with lines
- score: 4
hook useCreateBillLine
- file: src/cores/fa/hooks/useBillLines.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new bill line
- score: 4
hook useCreateBudget
- file: src/cores/fa/hooks/useBudgets.ts:103
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create budget queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateBudgetLine
- file: src/cores/fa/hooks/useBudgetLines.ts:82
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create budget line.
- score: 1
hook useCreateBudgetScenario
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:33
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create budget scenario.
- score: 1
hook useCreateBudgetTemplate
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create budget template queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateCashForecast
- file: src/cores/fa/hooks/useCashForecasts.ts:152
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new cash forecast.
- score: 1
hook useCreateCategoryMapping
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:181
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new category mapping
- score: 4
hook useCreateCloseChecklist
- file: src/cores/fa/close/useCloseChecklists.ts:175
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new close checklistIssue #1 fix: Accept userId from caller instead of calling supabase.auth.getUser()
- score: 4
hook useCreateCloseDocumentation
- file: src/cores/fa/close/useCloseDocumentation.ts:109
- kind: hook
- core: fa
- spec: (none)
- summary: Create documentation metadataIssue #6 fix: Accept userId from caller instead of calling supabase.auth.getUser()Usage:1. Upload file via PF-11 (Documents platform)2. Call this mutation with the storage_path and document_url
- score: 4
hook useCreateClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:134
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new close period
- score: 1
hook useCreateCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:174
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new close task
- score: 1
hook useCreateCollectionActivity
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:280
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create collection activity queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateComplianceMapping
- file: src/cores/fa/hooks/useComplianceMappings.ts:47
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new compliance-account mapping.
- score: 4
hook useCreateCreditLine
- file: src/cores/fa/hooks/useCreditLines.ts:191
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new credit line.The credit_line_number is auto-generated by a database trigger.
- score: 4
hook useCreateCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:215
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateCreditMemoLine
- file: src/cores/fa/hooks/useCreditMemoLines.ts:68
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create credit memo line queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateCustomer
- file: src/cores/fa/hooks/useCustomers.ts:115
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create customer queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateCustomerPayment
- file: src/cores/fa/hooks/useCustomerPayments.ts:176
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create customer payment queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateDashboardDefinition
- file: src/cores/fa/hooks/useDashboardDefinition.ts:73
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create dashboard definition.
- score: 1
hook useCreateDeferredRevenue
- file: src/cores/fa/hooks/useDeferredRevenue.ts:88
- kind: hook
- core: fa
- spec: (none)
- summary: Create a deferred revenue record.
- score: 4
hook useCreateDepartment
- file: src/cores/fa/hooks/useDepartments.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create department queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateDrawdownRequest
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:118
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new drawdown request.Note: drawdown_number is auto-generated by database trigger.
- score: 4
hook useCreateExpenseLine
- file: src/cores/fa/hooks/useExpenseLines.ts:162
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new expense line
- score: 4
hook useCreateExpensePolicy
- file: src/cores/fa/hooks/useExpensePolicies.ts:285
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new expense policy
- score: 4
hook useCreateExpenseReport
- file: src/cores/fa/hooks/useExpenseReports.ts:184
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new expense report
- score: 4
hook useCreateFAEntity
- file: src/cores/fa/hooks/useFAEntities.ts:89
- kind: hook
- core: fa
- spec: (none)
- summary: Creates a new legal entity.
- score: 1
hook useCreateFAEntityRelationship
- file: src/cores/fa/hooks/useFAEntityRelationships.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Creates a parent → child ownership link. Server-side trigger blocks cycles.
- score: 4
hook useCreateFiscalYear
- file: src/cores/fa/hooks/useFiscalYears.ts:78
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create fiscal year queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateFixedAsset
- file: src/cores/fa/hooks/useFixedAssets.ts:268
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new fixed asset.The asset_tag is auto-generated by a database trigger if not provided.
- score: 4
hook useCreateForecastLine
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:215
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create forecast line queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateFund
- file: src/cores/fa/hooks/useFunds.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create fund queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateGroupMatch
- file: src/cores/fa/hooks/useGroupMatch.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create group match.
- score: 1
hook useCreateIndirectCostPool
- file: src/cores/fa/hooks/useIndirectCostPools.ts:88
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new indirect cost pool.
- score: 4
hook useCreateIndirectCostRate
- file: src/cores/fa/hooks/useIndirectCostRates.ts:132
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new IDC rate.
- score: 1
hook useCreateInvestment
- file: src/cores/fa/hooks/useInvestments.ts:200
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new investment.The investment_number is auto-generated by a database trigger.
- score: 4
hook useCreateInvoice
- file: src/cores/fa/hooks/useInvoices.ts:143
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create invoice.
- score: 1
hook useCreateInvoiceLine
- file: src/cores/fa/hooks/useInvoiceLines.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create invoice line.
- score: 1
hook useCreateJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:93
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateJournalEntryLine
- file: src/cores/fa/hooks/useJournalEntryLines.ts:55
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create journal entry line queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateMatch
- file: src/cores/fa/hooks/useReconciliationMatches.ts:212
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create match queries and mutation actions scoped to the current organization.
- score: 4
hook useCreatePayment
- file: src/cores/fa/hooks/usePayments.ts:107
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create payment.
- score: 1
hook useCreatePaymentBatch
- file: src/cores/fa/hooks/usePaymentBatches.ts:76
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create payment batch queries and mutation actions scoped to the current organization.
- score: 4
hook useCreatePaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:126
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new payment plan with auto-generated installments
- score: 4
hook useCreatePlaidCategoryMapping
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:84
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create plaid category mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useCreatePOLine
- file: src/cores/fa/hooks/usePurchaseOrderLines.ts:99
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new PO line item
- score: 1
hook useCreatePOReceipt
- file: src/cores/fa/hooks/usePOReceipts.ts:161
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new receipt using the fa_create_receipt function
- score: 4
hook useCreateProgram
- file: src/cores/fa/hooks/usePrograms.ts:77
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create program queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateProject
- file: src/cores/fa/hooks/useProjects.ts:143
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new project.Note: project_number is auto-generated by database trigger.
- score: 4
hook useCreateProjectBudget
- file: src/cores/fa/hooks/useProjectBudgets.ts:87
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new project budget line.
- score: 4
hook useCreatePurchaseOrder
- file: src/cores/fa/hooks/usePurchaseOrders.ts:214
- kind: hook
- core: fa
- spec: (none)
- summary: Create new purchase order with lines
- score: 4
hook useCreateRecurringEntry
- file: src/cores/fa/hooks/useRecurringEntries.ts:69
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create recurring entry queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:124
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateRecurringTemplate
- file: src/cores/fa/hooks/useRecurringTransactionTemplates.ts:213
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create recurring template queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateReimbursementPayment
- file: src/cores/fa/hooks/useReimbursementPayments.ts:196
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new reimbursement paymentAPPEND-ONLY: No updates allowed after creation
- score: 4
hook useCreateReportSchedule
- file: src/cores/fa/hooks/useReportSchedules.ts:63
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create report schedule.
- score: 1
hook useCreateReportVersion
- file: src/cores/fa/hooks/useReportVersions.ts:45
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create report version.
- score: 1
hook useCreateRevenueContract
- file: src/cores/fa/hooks/useRevenueContracts.ts:90
- kind: hook
- core: fa
- spec: (none)
- summary: Create a revenue contract.
- score: 1
hook useCreateRevenueSchedule
- file: src/cores/fa/hooks/useRevenueSchedules.ts:102
- kind: hook
- core: fa
- spec: (none)
- summary: Create a revenue schedule. Caller must supply EITHER revenue_contract_id OR invoice_id (XOR).
- score: 4
hook useCreateRollingForecast
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create rolling forecast queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateScenarioBudgetLine
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:188
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing create scenario budget line.
- score: 1
hook useCreateTaxDistribution
- file: src/cores/fa/hooks/useTaxDistributions.ts:65
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Create tax distribution
- score: 4
hook useCreateTaxReport
- file: src/cores/fa/hooks/useTaxReports.ts:65
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Create tax report
- score: 1
hook useCreateTaxYear
- file: src/cores/fa/hooks/useTaxYears.ts:64
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Create tax year
- score: 1
hook useCreateTemplateFromBudget
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:141
- kind: hook
- core: fa
- spec: (none)
- summary: Provides create template from budget queries and mutation actions scoped to the current organization.
- score: 4
hook useCreateTransactionRule
- file: src/cores/fa/hooks/useTransactionRules.ts:85
- kind: hook
- core: fa
- spec: (none)
- summary: Create a new transaction rule
- score: 1
hook useCreateVendor
- file: src/cores/fa/hooks/useVendors.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to create a new vendor
- score: 1
hook useCreateW2Form
- file: src/cores/fa/hooks/useW2Forms.ts:65
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Create W-2 form
- score: 1
hook useCreditApplications
- file: src/cores/fa/hooks/useCreditApplications.ts:64
- kind: hook
- core: fa
- spec: (none)
- summary: Provides credit applications queries and mutation actions scoped to the current organization.
- score: 4
hook useCreditLine
- file: src/cores/fa/hooks/useCreditLines.ts:93
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single credit line by ID.
- score: 4
hook useCreditLineList
- file: src/cores/fa/hooks/useCreditLines.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: List credit lines with optional status and utilization filters.Sorted by credit_line_name alphabetically.
- score: 4
hook useCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:162
- kind: hook
- core: fa
- spec: (none)
- summary: Provides credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useCreditMemoLines
- file: src/cores/fa/hooks/useCreditMemoLines.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: Provides credit memo lines queries and mutation actions scoped to the current organization.
- score: 4
hook useCreditMemoList
- file: src/cores/fa/hooks/useCreditMemos.ts:119
- kind: hook
- core: fa
- spec: (none)
- summary: Provides credit memo list queries and mutation actions scoped to the current organization.
- score: 4
hook useCurrentMileageRate
- file: src/cores/fa/hooks/useExpensePolicies.ts:217
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get current active mileage rateReturns the rate per mile, or null if not configured
- score: 4
hook useCurrentPerDiemRate
- file: src/cores/fa/hooks/useExpensePolicies.ts:251
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get current active per diem rate for a location
- score: 4
hook useCustomer
- file: src/cores/fa/hooks/useCustomers.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Provides customer queries and mutation actions scoped to the current organization.
- score: 4
hook useCustomerList
- file: src/cores/fa/hooks/useCustomers.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: Provides customer list queries and mutation actions scoped to the current organization.
- score: 4
hook useCustomerPayment
- file: src/cores/fa/hooks/useCustomerPayments.ts:100
- kind: hook
- core: fa
- spec: (none)
- summary: Provides customer payment queries and mutation actions scoped to the current organization.
- score: 4
hook useCustomerPayments
- file: src/cores/fa/hooks/useCustomerPayments.ts:61
- kind: hook
- core: fa
- spec: (none)
- summary: Provides customer payments queries and mutation actions scoped to the current organization.
- score: 4
hook useDashboardDefinition
- file: src/cores/fa/hooks/useDashboardDefinition.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing dashboard definition.
- score: 1
hook useDashboardWidgets
- file: src/cores/fa/hooks/useAnalyticsDashboard.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing dashboard widgets.
- score: 1
hook useDeferredBalanceReport
- file: src/cores/fa/hooks/useRevenueReports.ts:124
- kind: hook
- core: fa
- spec: (none)
- summary: Deferred revenue balance report — summary totals plus per-record breakdown.
- score: 4
hook useDeferredRevenue
- file: src/cores/fa/hooks/useDeferredRevenue.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch a single deferred revenue record.
- score: 4
hook useDeferredRevenueList
- file: src/cores/fa/hooks/useDeferredRevenue.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: List deferred revenue records for the current organization.
- score: 4
hook useDelegateApproval
- file: src/cores/fa/hooks/useExpenseApprovals.ts:286
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delegate an approval to another user
- score: 4
hook useDeleteAccount
- file: src/cores/fa/hooks/useAccounts.ts:155
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete account.
- score: 1
hook useDeleteAccountMapping
- file: src/cores/fa/hooks/useAccountMappings.ts:123
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete account mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteAdjustment
- file: src/cores/fa/hooks/useReconciliationAdjustments.ts:116
- kind: hook
- core: fa
- spec: (none)
- summary: Delete an adjustment
- score: 1
hook useDeleteAlertThreshold
- file: src/cores/fa/hooks/useAlertThresholds.ts:179
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete alert threshold queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteAnnotation
- file: src/cores/fa/hooks/useReportAnnotations.ts:143
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete annotation queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteApprovalThreshold
- file: src/cores/fa/hooks/useApprovalThresholds.ts:127
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete an approval threshold
- score: 4
hook useDeleteBankAccount
- file: src/cores/fa/hooks/useBankAccounts.ts:357
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete bank account queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteBankReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:366
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete bank reconciliation queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteBankStatement
- file: src/cores/fa/hooks/useBankStatements.ts:354
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete bank statement queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteBill
- file: src/cores/fa/hooks/useVendorBills.ts:314
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete a vendor bill (draft only)
- score: 4
hook useDeleteBillLine
- file: src/cores/fa/hooks/useBillLines.ts:201
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete a bill line
- score: 1
hook useDeleteBudget
- file: src/cores/fa/hooks/useBudgets.ts:187
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete budget queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteBudgetLine
- file: src/cores/fa/hooks/useBudgetLines.ts:152
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete budget line.
- score: 1
hook useDeleteBudgetScenario
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:112
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete budget scenario.
- score: 1
hook useDeleteBudgetTemplate
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:106
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete budget template queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteCashForecast
- file: src/cores/fa/hooks/useCashForecasts.ts:258
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a cash forecast.Uses defense-in-depth by verifying organization_id.
- score: 4
hook useDeleteCategoryMapping
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:253
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete a category mappingNote: This is a hard delete as category mappings don’t have deleted_at
- score: 4
hook useDeleteCloseChecklist
- file: src/cores/fa/close/useCloseChecklists.ts:411
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a close checklistIssue #4 fix: Check task deletion result before proceeding to delete checklist
- score: 4
hook useDeleteCloseDocumentation
- file: src/cores/fa/close/useCloseDocumentation.ts:222
- kind: hook
- core: fa
- spec: (none)
- summary: Delete documentationIssue #7 fix: Check storage deletion result and handle errorsNote: This deletes both the file from storage and the metadata record.
- score: 4
hook useDeleteCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:603
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a close task
- score: 1
hook useDeleteComplianceMapping
- file: src/cores/fa/hooks/useComplianceMappings.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a compliance-account mapping (org-scoped).
- score: 4
hook useDeleteCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:368
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteCreditMemoLine
- file: src/cores/fa/hooks/useCreditMemoLines.ts:132
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete credit memo line queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteCustomer
- file: src/cores/fa/hooks/useCustomers.ts:189
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete customer queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteCustomerPayment
- file: src/cores/fa/hooks/useCustomerPayments.ts:239
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete customer payment queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteDepartment
- file: src/cores/fa/hooks/useDepartments.ts:225
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete department queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteFAEntityRelationship
- file: src/cores/fa/hooks/useFAEntityRelationships.ts:67
- kind: hook
- core: fa
- spec: (none)
- summary: Removes a parent/child ownership link.
- score: 4
hook useDeleteFiscalYear
- file: src/cores/fa/hooks/useFiscalYears.ts:157
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete fiscal year queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteForecastLine
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:291
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete forecast line queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteFund
- file: src/cores/fa/hooks/useFunds.ts:151
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete fund queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteGrantDrawdown
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:324
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a drawdown (only pending requests can be deleted).
- score: 4
hook useDeleteIndirectCostPool
- file: src/cores/fa/hooks/useIndirectCostPools.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Soft delete an indirect cost pool.
- score: 4
hook useDeleteIndirectCostRate
- file: src/cores/fa/hooks/useIndirectCostRates.ts:306
- kind: hook
- core: fa
- spec: (none)
- summary: Delete an IDC rate (only draft rates can be deleted).
- score: 4
hook useDeleteInvoice
- file: src/cores/fa/hooks/useInvoices.ts:306
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete invoice.
- score: 1
hook useDeleteInvoiceLine
- file: src/cores/fa/hooks/useInvoiceLines.ts:140
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete invoice line.
- score: 1
hook useDeleteJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:165
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteJournalEntryLine
- file: src/cores/fa/hooks/useJournalEntryLines.ts:119
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete journal entry line queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteMatch
- file: src/cores/fa/hooks/useReconciliationMatches.ts:369
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete match queries and mutation actions scoped to the current organization.
- score: 4
hook useDeletePayment
- file: src/cores/fa/hooks/usePayments.ts:168
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete payment.
- score: 1
hook useDeletePaymentBatch
- file: src/cores/fa/hooks/usePaymentBatches.ts:212
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete payment batch queries and mutation actions scoped to the current organization.
- score: 4
hook useDeletePaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:413
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete a payment plan (soft delete)
- score: 4
hook useDeletePlaidCategoryMapping
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:161
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete plaid category mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useDeletePOLine
- file: src/cores/fa/hooks/usePurchaseOrderLines.ts:171
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a PO line item
- score: 1
hook useDeleteProgram
- file: src/cores/fa/hooks/usePrograms.ts:153
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete program queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteProject
- file: src/cores/fa/hooks/useProjects.ts:207
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a project.
- score: 1
hook useDeleteProjectBudget
- file: src/cores/fa/hooks/useProjectBudgets.ts:162
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a project budget line.
- score: 1
hook useDeleteProjectExpense
- file: src/cores/fa/hooks/useProjectExpenses.ts:334
- kind: hook
- core: fa
- spec: (none)
- summary: Delete an expense allocation.
- score: 1
hook useDeleteProjectRevenue
- file: src/cores/fa/hooks/useProjectRevenue.ts:284
- kind: hook
- core: fa
- spec: (none)
- summary: Delete a revenue allocation.
- score: 1
hook useDeletePurchaseOrder
- file: src/cores/fa/hooks/usePurchaseOrders.ts:291
- kind: hook
- core: fa
- spec: (none)
- summary: Delete purchase order (draft only)
- score: 4
hook useDeleteReceipt
- file: src/cores/fa/hooks/useReceiptUpload.ts:158
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to delete a receipt from storage
- score: 4
hook useDeleteRecurringEntry
- file: src/cores/fa/hooks/useRecurringEntries.ts:143
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete recurring entry queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:282
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteRecurringTemplate
- file: src/cores/fa/hooks/useRecurringTransactionTemplates.ts:297
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete recurring template queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteReportDefinition
- file: src/cores/fa/hooks/useReportDefinitions.ts:88
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete report definition.
- score: 1
hook useDeleteReportSchedule
- file: src/cores/fa/hooks/useReportSchedules.ts:157
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete report schedule.
- score: 1
hook useDeleteRollingForecast
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:183
- kind: hook
- core: fa
- spec: (none)
- summary: Provides delete rolling forecast queries and mutation actions scoped to the current organization.
- score: 4
hook useDeleteScenarioBudgetLine
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:265
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing delete scenario budget line.
- score: 1
hook useDeleteTransactionRule
- file: src/cores/fa/hooks/useTransactionRules.ts:163
- kind: hook
- core: fa
- spec: (none)
- summary: Soft-delete a transaction rule (sets deleted_at)
- score: 4
hook useDeleteVendor
- file: src/cores/fa/hooks/useVendors.ts:168
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to deactivate a vendor (soft delete)
- score: 4
hook useDepartment
- file: src/cores/fa/hooks/useDepartments.ts:94
- kind: hook
- core: fa
- spec: (none)
- summary: Provides department queries and mutation actions scoped to the current organization.
- score: 4
hook useDepartments
- file: src/cores/fa/hooks/useDepartments.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Provides departments queries and mutation actions scoped to the current organization.
- score: 4
hook useDepositsInTransitReport
- file: src/cores/fa/hooks/useDepositsInTransitReport.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch deposits in transit report
- score: 4
hook useDepreciationHistory
- file: src/cores/fa/hooks/useAssetDepreciation.ts:51
- kind: hook
- core: fa
- spec: (none)
- summary: Get depreciation history for a specific asset.Defense-in-depth: includes organizationId filter.
- score: 4
hook useDepreciationSchedule
- file: src/cores/fa/hooks/useAssetDepreciation.ts:94
- kind: hook
- core: fa
- spec: (none)
- summary: Get depreciation schedule for a month (all assets).
- score: 4
hook useDepreciationSummary
- file: src/cores/fa/hooks/useAssetDepreciation.ts:188
- kind: hook
- core: fa
- spec: (none)
- summary: Get depreciation summary stats for dashboard.
- score: 4
hook useDisposalHistory
- file: src/cores/fa/hooks/useAssetDisposals.ts:35
- kind: hook
- core: fa
- spec: (none)
- summary: Get disposal history with optional filters.
- score: 4
hook useDisposalSummary
- file: src/cores/fa/hooks/useAssetDisposals.ts:175
- kind: hook
- core: fa
- spec: (none)
- summary: Get disposal summary for dashboard.
- score: 4
hook useDisposeAsset
- file: src/cores/fa/hooks/useFixedAssets.ts:374
- kind: hook
- core: fa
- spec: (none)
- summary: Dispose a fixed asset.Updates asset status to ‘disposed’ and creates a disposal record.
- score: 4
hook useDownloadReportFile
- file: src/cores/fa/hooks/useReportRuns.ts:150
- kind: hook
- core: fa
- spec: (none)
- summary: Provides download report file queries and mutation actions scoped to the current organization.
- score: 4
hook useDraftCollectionNotice
- file: src/cores/fa/hooks/useDraftCollectionNotice.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Hook that drafts a collection notice via the platform AI structured-outputprimitive, grounded only in the supplied financial fields.
- score: 4
hook useDrawdownAlert
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:391
- kind: hook
- core: fa
- spec: (none)
- summary: Check if a project’s drawdowns have reached the alert threshold.
- score: 4
hook useDrawdownSummary
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:434
- kind: hook
- core: fa
- spec: (none)
- summary: Get drawdown summary for a project.
- score: 4
hook useExcludeBankTransaction
- file: src/cores/fa/hooks/useBankTransactions.ts:266
- kind: hook
- core: fa
- spec: (none)
- summary: Exclude a pending bank transaction line (moves it to the Excluded tab). Excluded linesare not posted and do not appear in Pending (FA-29 #944).
- score: 4
hook useExpenseApprovalHistory
- file: src/cores/fa/hooks/useExpenseApprovalWorkflow.ts:214
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch approval history for an expense report.
- score: 4
hook useExpenseCategories
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:325
- kind: hook
- core: fa
- spec: (none)
- summary: Get list of distinct expense categories for dropdown
- score: 4
hook useExpenseDashboardStats
- file: src/cores/fa/hooks/useExpenseDashboardStats.ts:32
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing expense dashboard stats.
- score: 1
hook useExpenseLine
- file: src/cores/fa/hooks/useExpenseLines.ts:81
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single expense line by ID
- score: 4
hook useExpenseLinesByReport
- file: src/cores/fa/hooks/useExpenseLines.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch expense lines for a specific reportFilters soft-deleted records (deleted_at IS NULL)
- score: 4
hook useExpensePoliciesByType
- file: src/cores/fa/hooks/useExpensePolicies.ts:191
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch policies by type (e.g., ‘mileage’, ‘per_diem’)
- score: 4
hook useExpensePolicy
- file: src/cores/fa/hooks/useExpensePolicies.ts:165
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single expense policy by ID
- score: 4
hook useExpensePolicyList
- file: src/cores/fa/hooks/useExpensePolicies.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of expense policies with optional filtersFilters soft-deleted records (deleted_at IS NULL)
- score: 4
hook useExpensePolicyRuleWizardContext
- file: src/cores/fa/wizards/expense-policy-rule/expensePolicyRuleWizardContext.ts:21
- kind: hook
- core: fa
- spec: (none)
- summary: Returns the non-null expense policy rule wizard context.
- returns: from the nearest provider.
- score: 4
hook useExpenseReport
- file: src/cores/fa/hooks/useExpenseReports.ts:129
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single expense report by ID
- score: 4
hook useExpenseReportList
- file: src/cores/fa/hooks/useExpenseReports.ts:77
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of expense reports with optional filtersFilters soft-deleted records (deleted_at IS NULL)
- score: 4
hook useExpenseRuleList
- file: src/cores/fa/hooks/useExpenseRules.ts:59
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches (with nested ) for the given organization.
- params:
- organizationId — Organization UUID; query is disabled when falsy.
- returns: TanStack result (, , , etc.).
- score: 4
hook useExtractVendorBill
- file: src/cores/fa/hooks/useExtractVendorBill.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Hook that OCR-extracts a vendor bill via the shared edge function using the field-constrained .
- score: 4
hook useFADashboardStats
- file: src/cores/fa/hooks/useFADashboardStats.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing fadashboard stats.
- score: 1
hook useFAEntities
- file: src/cores/fa/hooks/useFAEntities.ts:43
- kind: hook
- core: fa
- spec: (none)
- summary: Lists active legal entities scoped to the current organization.
- score: 4
hook useFAEntity
- file: src/cores/fa/hooks/useFAEntities.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches a single legal entity by id, organization-scoped.
- score: 4
hook useFAEntityRelationships
- file: src/cores/fa/hooks/useFAEntityRelationships.ts:24
- kind: hook
- core: fa
- spec: (none)
- summary: Lists parent/child ownership relationships for the org.
- score: 4
hook useFAKeyboardShortcuts
- file: src/cores/fa/hooks/useFAKeyboardShortcuts.ts:37
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing fakeyboard shortcuts.
- score: 1
hook useFAModuleSettings
- file: src/cores/fa/hooks/useFAModuleSettings.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing FA module settings at the organization levelUses context for organizationId - standardized pattern
- score: 1
hook useFinancialBalances
- file: src/cores/fa/hooks/useFinancialBalances.ts:82
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing financial balances.
- score: 1
hook useFinancialStatementPdf
- file: src/cores/fa/hooks/useFinancialStatementPdf.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing financial statement pdf.
- score: 1
hook useFinancialTrends
- file: src/cores/fa/hooks/useFinancialTrends.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing financial trends.
- score: 1
hook useFiscalPeriod
- file: src/cores/fa/hooks/useFiscalPeriods.ts:50
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing fiscal period.
- score: 1
hook useFiscalPeriods
- file: src/cores/fa/hooks/useFiscalPeriods.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing fiscal periods.
- score: 1
hook useFiscalYear
- file: src/cores/fa/hooks/useFiscalYears.ts:53
- kind: hook
- core: fa
- spec: (none)
- summary: Provides fiscal year queries and mutation actions scoped to the current organization.
- score: 4
hook useFiscalYears
- file: src/cores/fa/hooks/useFiscalYears.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Provides fiscal years queries and mutation actions scoped to the current organization.
- score: 4
hook useFixedAsset
- file: src/cores/fa/hooks/useFixedAssets.ts:149
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single fixed asset by ID.Defense-in-depth: includes organizationId filter.
- score: 4
hook useFixedAssetList
- file: src/cores/fa/hooks/useFixedAssets.ts:78
- kind: hook
- core: fa
- spec: (none)
- summary: List fixed assets with optional filters.Sorted by asset_tag ascending.
- score: 4
hook useFixedAssetsBySite
- file: src/cores/fa/hooks/useFixedAssets.ts:199
- kind: hook
- core: fa
- spec: (none)
- summary: Get active assets for a specific site.
- score: 4
hook useFixedAssetSummary
- file: src/cores/fa/hooks/useFixedAssets.ts:228
- kind: hook
- core: fa
- spec: (none)
- summary: Get asset count summary by status.
- score: 4
hook useForecast
- file: src/cores/fa/hooks/useForecast.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast.
- score: 1
hook useForecastSummary
- file: src/cores/fa/hooks/useForecast.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast summary.
- score: 1
hook useForecastVersion
- file: src/cores/fa/hooks/useForecastVersions.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast version.
- score: 1
hook useForecastVersions
- file: src/cores/fa/hooks/useForecastVersions.ts:12
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast versions.
- score: 1
hook useForecastVsActual
- file: src/cores/fa/hooks/useForecastVsActual.ts:21
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast vs actual.
- score: 1
hook useForecastVsActualSummary
- file: src/cores/fa/hooks/useForecastVsActual.ts:94
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing forecast vs actual summary.
- score: 1
hook useFunctionalExpenses
- file: src/cores/fa/hooks/useFunctionalExpenses.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing functional expenses.
- score: 1
hook useFunctionalExpensesMatrix
- file: src/cores/fa/hooks/useFunctionalExpensesMatrix.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing functional expenses matrix.
- score: 1
hook useFunctionalExpensesSummary
- file: src/cores/fa/hooks/useFunctionalExpenses.ts:47
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing functional expenses summary.
- score: 1
hook useFund
- file: src/cores/fa/hooks/useFunds.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: Provides fund queries and mutation actions scoped to the current organization.
- score: 4
hook useFunds
- file: src/cores/fa/hooks/useFunds.ts:15
- kind: hook
- core: fa
- spec: (none)
- summary: Provides funds queries and mutation actions scoped to the current organization.
- score: 4
hook useGenerate1099Forms
- file: src/cores/fa/hooks/use1099Forms.ts:131
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Generate 1099 forms for a tax year (calls RPC)
- score: 4
hook useGenerateCreditMemoNumber
- file: src/cores/fa/hooks/useCreditMemos.ts:195
- kind: hook
- core: fa
- spec: (none)
- summary: Provides generate credit memo number queries and mutation actions scoped to the current organization.
- score: 4
hook useGenerateCustomerNumber
- file: src/cores/fa/hooks/useCustomers.ts:84
- kind: hook
- core: fa
- spec: (none)
- summary: Provides generate customer number queries and mutation actions scoped to the current organization.
- score: 4
hook useGenerateExpenseReportNumber
- file: src/cores/fa/hooks/useExpenseReports.ts:159
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to generate next expense report numberFormat: EXP-YYYYMMDD-######
- score: 4
hook useGenerateForecast
- file: src/cores/fa/hooks/useCashForecasts.ts:315
- kind: hook
- core: fa
- spec: (none)
- summary: Generate cash forecasts based on assumptions.Creates multiple forecast records for the specified horizon.
- score: 4
hook useGenerateForm941
- file: src/cores/fa/hooks/useTaxReports.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Generate Form 941 (quarterly payroll report)
- score: 4
hook useGenerateFromRecurring
- file: src/cores/fa/hooks/useRecurringEntries.ts:173
- kind: hook
- core: fa
- spec: (none)
- summary: Provides generate from recurring queries and mutation actions scoped to the current organization.
- score: 4
hook useGenerateFromRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:316
- kind: hook
- core: fa
- spec: (none)
- summary: Provides generate from recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useGenerateInvoiceNumber
- file: src/cores/fa/hooks/useInvoices.ts:123
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing generate invoice number.
- score: 1
hook useGeneratePaymentNumber
- file: src/cores/fa/hooks/useCustomerPayments.ts:156
- kind: hook
- core: fa
- spec: (none)
- summary: Provides generate payment number queries and mutation actions scoped to the current organization.
- score: 4
hook useGeneratePONumber
- file: src/cores/fa/hooks/usePurchaseOrders.ts:194
- kind: hook
- core: fa
- spec: (none)
- summary: Generate next PO number for organization
- score: 4
hook useGenerateReimbursementPaymentNumber
- file: src/cores/fa/hooks/useReimbursementPayments.ts:175
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to generate next payment numberFormat: RMB-YYYYMMDD-####
- score: 4
hook useGenerateVendorNumber
- file: src/cores/fa/hooks/useVendors.ts:201
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to generate next vendor number for an organization
- score: 4
hook useGenerateW2Forms
- file: src/cores/fa/hooks/useW2Forms.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Generate W-2 forms for a tax year (calls RPC)
- score: 4
hook useGetReceiptUrl
- file: src/cores/fa/hooks/useReceiptUpload.ts:136
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get a fresh signed URL for a receipt
- score: 4
hook useGLAccountForCategory
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:124
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get GL account for a specific categoryUses fa_get_category_gl_account RPC
- score: 4
hook useGLAccountOptions
- file: src/cores/fa/hooks/useGLAccountOptions.ts:20
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing glaccount options.
- score: 1
hook useGrantCompliance
- file: src/cores/fa/hooks/useGrantCompliance.ts:30
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing grant compliance.
- score: 1
hook useGrantComplianceSummary
- file: src/cores/fa/hooks/useGrantCompliance.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing grant compliance summary.
- score: 1
hook useGrantDrawdown
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:87
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single drawdown by ID.
- score: 1
hook useGrantDrawdowns
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: List drawdowns for a project.
- score: 1
hook useHighUtilizationCreditLines
- file: src/cores/fa/hooks/useCreditLines.ts:137
- kind: hook
- core: fa
- spec: (none)
- summary: Get active credit lines with utilization above the threshold.Used for alerts and dashboard widgets.
- score: 4
hook useHistoricalSync
- file: src/cores/fa/hooks/useHistoricalSync.ts:31
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing historical sync.
- score: 1
hook useImportTemplate
- file: src/cores/fa/hooks/useImportTemplate.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing import template.
- score: 1
hook useIndirectCostPool
- file: src/cores/fa/hooks/useIndirectCostPools.ts:63
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single indirect cost pool by ID.
- score: 4
hook useIndirectCostPools
- file: src/cores/fa/hooks/useIndirectCostPools.ts:27
- kind: hook
- core: fa
- spec: (none)
- summary: List indirect cost pools for an organization.
- score: 4
hook useIndirectCostRate
- file: src/cores/fa/hooks/useIndirectCostRates.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single IDC rate by ID.
- score: 1
hook useIndirectCostRates
- file: src/cores/fa/hooks/useIndirectCostRates.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: List IDC rates for an organization.
- score: 4
hook useInstallmentsByPlan
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to list installments for a specific payment plan
- score: 4
hook useInvestment
- file: src/cores/fa/hooks/useInvestments.ts:108
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single investment by ID.
- score: 4
hook useInvestmentList
- file: src/cores/fa/hooks/useInvestments.ts:49
- kind: hook
- core: fa
- spec: (none)
- summary: List investments with optional status, type, and maturity filters.Sorted by maturity_date ascending (soonest first).
- score: 4
hook useInvoice
- file: src/cores/fa/hooks/useInvoices.ts:90
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing invoice.
- score: 1
hook useInvoiceCreditApplications
- file: src/cores/fa/hooks/useCreditApplications.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: Provides invoice credit applications queries and mutation actions scoped to the current organization.
- score: 4
hook useInvoiceLines
- file: src/cores/fa/hooks/useInvoiceLines.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing invoice lines.
- score: 1
hook useInvoiceList
- file: src/cores/fa/hooks/useInvoices.ts:47
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing invoice list.
- score: 1
hook useInvoicePaymentApplications
- file: src/cores/fa/hooks/useARPaymentApplications.ts:80
- kind: hook
- core: fa
- spec: (none)
- summary: Provides invoice payment applications queries and mutation actions scoped to the current organization.
- score: 4
hook useInvoicePdf
- file: src/cores/fa/hooks/useInvoicePdf.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing invoice pdf.
- score: 1
hook useIssueCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:280
- kind: hook
- core: fa
- spec: (none)
- summary: Provides issue credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useJournalEntries
- file: src/cores/fa/hooks/useJournalEntries.ts:26
- kind: hook
- core: fa
- spec: (none)
- summary: Provides journal entries queries and mutation actions scoped to the current organization.
- score: 4
hook useJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:57
- kind: hook
- core: fa
- spec: (none)
- summary: Provides journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook useJournalEntryAuditTrailReport
- file: src/cores/fa/hooks/useJournalEntryAuditTrailReport.ts:35
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches journal entries for audit trail reporting with profile joins.
- params:
- organizationId — Tenant org ID (required to enable query)
- filters — Optional date range filters (dateFrom / dateTo)
- returns: Standard useQuery result with JournalAuditTrailRow[]
- score: 4
hook useJournalEntryLines
- file: src/cores/fa/hooks/useJournalEntryLines.ts:24
- kind: hook
- core: fa
- spec: (none)
- summary: Provides journal entry lines queries and mutation actions scoped to the current organization.
- score: 4
hook useKPIDefinitions
- file: src/cores/fa/hooks/useKPIs.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing kpidefinitions.
- score: 1
hook useKPIHistory
- file: src/cores/fa/hooks/useKPIs.ts:45
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing kpihistory.
- score: 1
hook useLatestCashPosition
- file: src/cores/fa/hooks/useCashPositions.ts:122
- kind: hook
- core: fa
- spec: (none)
- summary: Get the most recent cash position for an organization.This is the most common use case for dashboards.
- score: 4
hook useLockBudget
- file: src/cores/fa/hooks/useBudgets.ts:264
- kind: hook
- core: fa
- spec: (none)
- summary: Provides lock budget queries and mutation actions scoped to the current organization.
- score: 4
hook useMarkInCollection
- file: src/cores/fa/hooks/useCollectionWorkflow.ts:332
- kind: hook
- core: fa
- spec: (none)
- summary: Provides mark in collection queries and mutation actions scoped to the current organization.
- score: 4
hook useMarkOverdueInstallments
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:261
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update installment status to overdue (batch operation)
- score: 4
hook useMaturingInvestments
- file: src/cores/fa/hooks/useInvestments.ts:153
- kind: hook
- core: fa
- spec: (none)
- summary: Get investments approaching maturity within the specified days.Used for alerts and dashboard widgets.
- score: 4
hook useModifyRevenueSchedule
- file: src/cores/fa/hooks/useRevenueScheduleModifications.ts:108
- kind: hook
- core: fa
- spec: (none)
- summary: Modify an active revenue schedule (amount and/or end date).Server validates that new total ≥ already recognized.
- score: 4
hook useOpenCommitments
- file: src/cores/fa/hooks/useOpenCommitments.ts:30
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing open commitments.
- score: 1
hook useOpenCommitmentsSummary
- file: src/cores/fa/hooks/useOpenCommitments.ts:70
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing open commitments summary.
- score: 1
hook useOptionalExpensePolicyRuleWizardContext
- file: src/cores/fa/wizards/expense-policy-rule/expensePolicyRuleWizardContext.ts:34
- kind: hook
- core: fa
- spec: (none)
- summary: Returns wizard context when a provider is mounted; otherwise (for standalone PF-41 step previews).
- returns: Context value or if no ancestor exists.
- score: 4
hook useOptionalRevenueScheduleWizardContext
- file: src/cores/fa/wizards/revenue-schedule-creation/revenueScheduleWizardContext.ts:30
- kind: hook
- core: fa
- spec: (none)
- summary: Optional accessor for standalone PF-41 step previews.
- score: 4
hook useOrganizationUsers
- file: src/cores/fa/wizards/financial-close-setup/hooks/useOrganizationUsers.ts:26
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches users who have roles in the current organization.Used for task assignment in the close setup wizard.
- score: 4
hook useOutstandingChecksReport
- file: src/cores/fa/hooks/useOutstandingChecksReport.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch outstanding checks report
- score: 4
hook useOverdueInstallments
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:77
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get overdue installments for an organization
- score: 4
hook usePauseRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:246
- kind: hook
- core: fa
- spec: (none)
- summary: Provides pause recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook usePayment
- file: src/cores/fa/hooks/usePayments.ts:62
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing payment.
- score: 1
hook usePaymentApplications
- file: src/cores/fa/hooks/usePaymentApplications.ts:35
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing payment applications.
- score: 1
hook usePaymentBatch
- file: src/cores/fa/hooks/usePaymentBatches.ts:48
- kind: hook
- core: fa
- spec: (none)
- summary: Provides payment batch queries and mutation actions scoped to the current organization.
- score: 4
hook usePaymentBatches
- file: src/cores/fa/hooks/usePaymentBatches.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Provides payment batches queries and mutation actions scoped to the current organization.
- score: 4
hook usePaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get a single payment plan with installments
- score: 4
hook usePaymentPlanList
- file: src/cores/fa/hooks/usePaymentPlans.ts:53
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to list payment plans for an organization
- score: 4
hook usePaymentReceiptPdf
- file: src/cores/fa/hooks/usePaymentReceiptPdf.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing payment receipt pdf.
- score: 1
hook usePayments
- file: src/cores/fa/hooks/usePayments.ts:27
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing payments.
- score: 1
hook usePendingApprovalCount
- file: src/cores/fa/hooks/useExpenseApprovals.ts:356
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get count of pending approvals for badge display
- score: 4
hook usePendingApprovals
- file: src/cores/fa/hooks/useExpenseApprovals.ts:61
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch approvals pending for a specific approver
- score: 4
hook usePendingBudgetApprovals
- file: src/cores/fa/hooks/useBudgetApprovals.ts:195
- kind: hook
- core: fa
- spec: (none)
- summary: Provides pending budget approvals queries and mutation actions scoped to the current organization.
- score: 4
hook usePendingExpenseReports
- file: src/cores/fa/hooks/useExpenseReports.ts:360
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get expense reports pending approval for a specific approver
- score: 4
hook usePendingGLPostings
- file: src/cores/fa/hooks/useAssetDepreciation.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Get pending GL postings for retry.
- score: 4
hook usePendingReimbursements
- file: src/cores/fa/hooks/useReimbursementPayments.ts:336
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get pending reimbursements (approved reports without payments)
- score: 4
hook usePeriodCloseValidation
- file: src/cores/fa/hooks/usePeriodCloseValidation.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Query draft JE count and trial balance status for a fiscal period.Used by PeriodCloseValidationWidget on the FA-19 close detail page.
- score: 4
hook usePlaidApiUsageDashboard
- file: src/cores/fa/hooks/usePlaidApiUsageDashboard.ts:82
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches Plaid sync log data and computes dashboard aggregations.
- score: 4
hook usePlaidCategoryMappings
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:55
- kind: hook
- core: fa
- spec: (none)
- summary: Provides plaid category mappings queries and mutation actions scoped to the current organization.
- score: 4
hook usePOAmendmentHistory
- file: src/cores/fa/hooks/usePOAmendment.ts:53
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing poamendment history.
- score: 1
hook usePOLinesForReceipt
- file: src/cores/fa/hooks/usePOReceiptLines.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch PO lines with receivable quantity for a given POReturns lines that still have quantity available to receive
- score: 4
hook usePOReceipt
- file: src/cores/fa/hooks/usePOReceipts.ts:115
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single receipt with full details including lines
- score: 4
hook usePOReceiptLines
- file: src/cores/fa/hooks/usePOReceiptLines.ts:7
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch receipt lines for a specific receipt
- score: 4
hook usePOReceiptList
- file: src/cores/fa/hooks/usePOReceipts.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of receipts for an organization with optional filters
- score: 4
hook usePostAdjustments
- file: src/cores/fa/hooks/useReconciliationAdjustments.ts:147
- kind: hook
- core: fa
- spec: (none)
- summary: Post reconciliation adjustments to GL
- score: 4
hook usePostBankTransaction
- file: src/cores/fa/hooks/useBankTransactions.ts:175
- kind: hook
- core: fa
- spec: (none)
- summary: Post a bank transaction line to the GL: creates a balanced journal entry from theline’s categorization and links it (FA-29 #944). The RPC marks the line posted andis idempotent (a second call returns “already posted”).
- score: 4
hook usePostExpenseToGL
- file: src/cores/fa/hooks/useExpenseGLPosting.ts:89
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to post approved expense report to GL.Creates journal entry: DR: Expense Account(s) from category mappings CR: Accounts Payable - Employee
- score: 4
hook usePostJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:194
- kind: hook
- core: fa
- spec: (none)
- summary: Provides post journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook usePostPaymentBatch
- file: src/cores/fa/hooks/usePaymentBatches.ts:160
- kind: hook
- core: fa
- spec: (none)
- summary: Provides post payment batch queries and mutation actions scoped to the current organization.
- score: 4
hook usePostReimbursementToGL
- file: src/cores/fa/hooks/useExpenseGLPosting.ts:248
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to post reimbursement payment to GL.Creates journal entry: DR: Accounts Payable - Employee CR: Cash/Bank Account
- score: 4
hook useProcessRevenueRecognition
- file: src/cores/fa/hooks/useRevenueRecognitions.ts:57
- kind: hook
- core: fa
- spec: (none)
- summary: Trigger the fa_process_revenue_recognition RPC for a fiscal period.Idempotent: re-running for the same (schedule, period) is a no-op.Phase 1: writes journal_entry_id = NULL (GL posting deferred to Phase 2).
- score: 4
hook useProgram
- file: src/cores/fa/hooks/usePrograms.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Provides program queries and mutation actions scoped to the current organization.
- score: 4
hook usePrograms
- file: src/cores/fa/hooks/usePrograms.ts:26
- kind: hook
- core: fa
- spec: (none)
- summary: Provides programs queries and mutation actions scoped to the current organization.
- score: 4
hook useProject
- file: src/cores/fa/hooks/useProjects.ts:111
- kind: hook
- core: fa
- spec: (none)
- summary: Get a single project by ID with all relations.
- score: 4
hook useProjectBudgets
- file: src/cores/fa/hooks/useProjectBudgets.ts:37
- kind: hook
- core: fa
- spec: (none)
- summary: List budget lines for a project.
- score: 4
hook useProjectBudgetUtilization
- file: src/cores/fa/hooks/useProjectBudgets.ts:308
- kind: hook
- core: fa
- spec: (none)
- summary: Calculate budget utilization percentage for a project.
- score: 4
hook useProjectExpenses
- file: src/cores/fa/hooks/useProjectExpenses.ts:37
- kind: hook
- core: fa
- spec: (none)
- summary: List expense allocations for a project.
- score: 4
hook useProjectExpenseSummary
- file: src/cores/fa/hooks/useProjectExpenses.ts:86
- kind: hook
- core: fa
- spec: (none)
- summary: Get expense summary by account and cost type for a project.
- score: 4
hook useProjectList
- file: src/cores/fa/hooks/useProjects.ts:48
- kind: hook
- core: fa
- spec: (none)
- summary: List projects with optional filters.
- score: 4
hook useProjectRevenue
- file: src/cores/fa/hooks/useProjectRevenue.ts:34
- kind: hook
- core: fa
- spec: (none)
- summary: List revenue allocations for a project.
- score: 4
hook useProjectRevenueSummary
- file: src/cores/fa/hooks/useProjectRevenue.ts:83
- kind: hook
- core: fa
- spec: (none)
- summary: Get revenue summary for a project.
- score: 4
hook usePurchaseOrder
- file: src/cores/fa/hooks/usePurchaseOrders.ts:134
- kind: hook
- core: fa
- spec: (none)
- summary: Get single purchase order with lines and vendor details
- score: 4
hook usePurchaseOrderLines
- file: src/cores/fa/hooks/usePurchaseOrderLines.ts:52
- kind: hook
- core: fa
- spec: (none)
- summary: Get all lines for a purchase order
- score: 4
hook usePurchaseOrderList
- file: src/cores/fa/hooks/usePurchaseOrders.ts:73
- kind: hook
- core: fa
- spec: (none)
- summary: List purchase orders with filters
- score: 4
hook usePurchaseOrderPdf
- file: src/cores/fa/hooks/usePurchaseOrderPdf.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing purchase order pdf.
- score: 1
hook useRampConnect
- file: src/cores/fa/hooks/useRampConnect.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing ramp connect.
- score: 1
hook useRampConnection
- file: src/cores/fa/hooks/useRampConnection.ts:12
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing ramp connection.
- score: 1
hook useRampDisconnect
- file: src/cores/fa/hooks/useRampDisconnect.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing ramp disconnect.
- score: 1
hook useRampSync
- file: src/cores/fa/hooks/useRampSync.ts:16
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing ramp sync.
- score: 1
hook useRecentReportRuns
- file: src/cores/fa/hooks/useRecentReportRuns.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing recent report runs.
- score: 1
hook useRecentTransfers
- file: src/cores/fa/hooks/useAssetTransfers.ts:132
- kind: hook
- core: fa
- spec: (none)
- summary: Get recent transfers (last 30 days).
- score: 4
hook useRecognitionByPeriodReport
- file: src/cores/fa/hooks/useRevenueReports.ts:35
- kind: hook
- core: fa
- spec: (none)
- summary: Aggregates fa_revenue_recognitions by fiscal period (falling back torecognition month when fiscal_period_id is null). Reversal entries (negativerecognition_amount) net against the period totals.
- score: 4
hook useReconciliationAdjustments
- file: src/cores/fa/hooks/useReconciliationAdjustments.ts:43
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch all adjustments for a reconciliation
- score: 4
hook useReconciliationDashboard
- file: src/cores/fa/hooks/useReconciliationDashboard.ts:24
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing reconciliation dashboard.
- score: 1
hook useReconciliationExcelExport
- file: src/cores/fa/hooks/useReconciliationExcelExport.ts:71
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing reconciliation excel export.
- score: 1
hook useReconciliationHistory
- file: src/cores/fa/hooks/useReconciliationHistory.ts:37
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing reconciliation history.
- score: 1
hook useReconciliationMatches
- file: src/cores/fa/hooks/useReconciliationMatches.ts:86
- kind: hook
- core: fa
- spec: (none)
- summary: Provides reconciliation matches queries and mutation actions scoped to the current organization.
- score: 4
hook useReconciliationPdfExport
- file: src/cores/fa/hooks/useReconciliationPdfExport.ts:92
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing reconciliation pdf export.
- score: 1
hook useReconciliationReport
- file: src/cores/fa/hooks/useReconciliationReport.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch comprehensive reconciliation report data
- score: 4
hook useRecordDrawdownReceipt
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:167
- kind: hook
- core: fa
- spec: (none)
- summary: Record a drawdown receipt (marks funds as received).Note: drawdown_number is auto-generated by database trigger.
- score: 4
hook useRecordInstallmentPayment
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:146
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to record a payment against an installment
- score: 4
hook useRecurringEntries
- file: src/cores/fa/hooks/useRecurringEntries.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring entries queries and mutation actions scoped to the current organization.
- score: 4
hook useRecurringEntry
- file: src/cores/fa/hooks/useRecurringEntries.ts:45
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring entry queries and mutation actions scoped to the current organization.
- score: 4
hook useRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:90
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useRecurringInvoiceHistory
- file: src/cores/fa/hooks/useRecurringInvoices.ts:358
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring invoice history queries and mutation actions scoped to the current organization.
- score: 4
hook useRecurringInvoiceList
- file: src/cores/fa/hooks/useRecurringInvoices.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring invoice list queries and mutation actions scoped to the current organization.
- score: 4
hook useRecurringInvoiceWizardContext
- file: src/cores/fa/wizards/recurring-invoice-setup/recurringInvoiceWizardContext.ts:31
- kind: hook
- core: fa
- spec: (none)
- summary: Consume wizard context inside step components. Throws when used outside theprovider so missing wiring is caught immediately during development.
- score: 4
hook useRecurringInvoiceWizardSubmit
- file: src/cores/fa/wizards/recurring-invoice-setup/hooks/useRecurringInvoiceWizardSubmit.ts:55
- kind: hook
- core: fa
- spec: (none)
- summary: Submit hook for the FA-UX-12 wizard. Returns a TanStack mutation thatthe wizard host calls from its handler.
- score: 4
hook useRecurringTemplates
- file: src/cores/fa/hooks/useRecurringTransactionTemplates.ts:135
- kind: hook
- core: fa
- spec: (none)
- summary: Provides recurring templates queries and mutation actions scoped to the current organization.
- score: 4
hook useReimbursementPayment
- file: src/cores/fa/hooks/useReimbursementPayments.ts:117
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single reimbursement payment by ID
- score: 4
hook useReimbursementPayments
- file: src/cores/fa/hooks/useReimbursementPayments.ts:72
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of reimbursement payments with filters
- score: 4
hook useReimbursementPaymentsByReport
- file: src/cores/fa/hooks/useReimbursementPayments.ts:146
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch payments for a specific expense report
- score: 4
hook useReimbursementStats
- file: src/cores/fa/hooks/useReimbursementPayments.ts:373
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get reimbursement summary stats
- score: 4
hook useRejectBill
- file: src/cores/fa/hooks/useBillApproval.ts:79
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to reject a vendor billSets status back to draft with rejection note
- score: 4
hook useRejectBudget
- file: src/cores/fa/hooks/useBudgetApprovals.ts:142
- kind: hook
- core: fa
- spec: (none)
- summary: Provides reject budget queries and mutation actions scoped to the current organization.
- score: 4
hook useRejectExpenseReport
- file: src/cores/fa/hooks/useExpenseApprovals.ts:223
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to reject an expense report
- score: 4
hook useRejectPaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:315
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to reject a payment plan
- score: 1
hook useRejectPO
- file: src/cores/fa/hooks/usePOApproval.ts:131
- kind: hook
- core: fa
- spec: (none)
- summary: Reject PO (pending_approval → draft)
- score: 4
hook useRemoveARPaymentApplication
- file: src/cores/fa/hooks/useARPaymentApplications.ts:196
- kind: hook
- core: fa
- spec: (none)
- summary: Provides remove arpayment application queries and mutation actions scoped to the current organization.
- score: 4
hook useRemoveCreditApplication
- file: src/cores/fa/hooks/useCreditApplications.ts:154
- kind: hook
- core: fa
- spec: (none)
- summary: Provides remove credit application queries and mutation actions scoped to the current organization.
- score: 4
hook useRemoveFromCollectionQueue
- file: src/cores/fa/hooks/useCollectionQueueMutation.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing remove from collection queue.
- score: 1
hook useRemovePaymentApplication
- file: src/cores/fa/hooks/usePaymentApplications.ts:104
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing remove payment application.
- score: 1
hook useRemoveRecipient
- file: src/cores/fa/hooks/useReportRecipients.ts:72
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing remove recipient.
- score: 1
hook useRemoveTemplateShare
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:411
- kind: hook
- core: fa
- spec: (none)
- summary: Provides remove template share queries and mutation actions scoped to the current organization.
- score: 4
hook useReopenClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:463
- kind: hook
- core: fa
- spec: (none)
- summary: Reopen a close period (admin action)
- score: 4
hook useReopenClosePeriodWithAudit
- file: src/cores/fa/hooks/usePeriodCloseWithAudit.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Wraps useReopenClosePeriod — after a successful reopen, writes an audit row.
- score: 4
hook useReorderTransactionRules
- file: src/cores/fa/hooks/useTransactionRules.ts:201
- kind: hook
- core: fa
- spec: (none)
- summary: Batch update rule priorities (for drag-and-drop reorder)
- score: 4
hook useReportAnnotations
- file: src/cores/fa/hooks/useReportAnnotations.ts:41
- kind: hook
- core: fa
- spec: (none)
- summary: Provides report annotations queries and mutation actions scoped to the current organization.
- score: 4
hook useReportDefinitions
- file: src/cores/fa/hooks/useReportDefinitions.ts:32
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report definitions.
- score: 1
hook useReportFavorites
- file: src/cores/fa/hooks/useReportFavorites.ts:11
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report favorites.
- score: 1
hook useReportFilters
- file: src/cores/fa/hooks/useReportFilters.ts:15
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report filters.
- score: 1
hook useReportRecipients
- file: src/cores/fa/hooks/useReportRecipients.ts:13
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report recipients.
- score: 1
hook useReportRun
- file: src/cores/fa/hooks/useReportRuns.ts:60
- kind: hook
- core: fa
- spec: (none)
- summary: Provides report run queries and mutation actions scoped to the current organization.
- score: 4
hook useReportRuns
- file: src/cores/fa/hooks/useReportRuns.ts:20
- kind: hook
- core: fa
- spec: (none)
- summary: Provides report runs queries and mutation actions scoped to the current organization.
- score: 4
hook useReportSchedule
- file: src/cores/fa/hooks/useReportSchedules.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report schedule.
- score: 1
hook useReportSchedules
- file: src/cores/fa/hooks/useReportSchedules.ts:14
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report schedules.
- score: 1
hook useReportVersions
- file: src/cores/fa/hooks/useReportVersions.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing report versions.
- score: 1
hook useResendTaxDistribution
- file: src/cores/fa/hooks/useTaxDistributions.ts:130
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Resend tax distribution
- score: 4
hook useRetryGLPosting
- file: src/cores/fa/hooks/useAssetDepreciation.ts:289
- kind: hook
- core: fa
- spec: (none)
- summary: Retry a failed GL posting.Updates status and increments retry count.
- score: 4
hook useRevenueContract
- file: src/cores/fa/hooks/useRevenueContracts.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch a single revenue contract.
- score: 4
hook useRevenueContractList
- file: src/cores/fa/hooks/useRevenueContracts.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: List revenue contracts for the current organization.
- score: 4
hook useRevenueExpenseTrend
- file: src/cores/fa/hooks/useRevenueExpenseTrend.ts:24
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches monthly revenue vs expense data for the last N monthsby querying fa_journal_entry_lines grouped by month and account type.
- score: 4
hook useRevenueMilestoneList
- file: src/cores/fa/hooks/useRevenueMilestones.ts:20
- kind: hook
- core: fa
- spec: (none)
- summary: List milestones for a schedule (or all schedules in the org if no scheduleId).
- score: 4
hook useRevenueRecognitionList
- file: src/cores/fa/hooks/useRevenueRecognitions.ts:23
- kind: hook
- core: fa
- spec: (none)
- summary: List revenue recognition entries for the current organization.
- score: 4
hook useRevenueSchedule
- file: src/cores/fa/hooks/useRevenueSchedules.ts:66
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch a single revenue schedule.
- score: 4
hook useRevenueScheduleList
- file: src/cores/fa/hooks/useRevenueSchedules.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: List revenue schedules for the current organization.
- score: 4
hook useRevenueScheduleModificationList
- file: src/cores/fa/hooks/useRevenueScheduleModifications.ts:28
- kind: hook
- core: fa
- spec: (none)
- summary: List modifications/reversals for the current org (optionally scoped to a schedule).
- score: 4
hook useRevenueScheduleWizardContext
- file: src/cores/fa/wizards/revenue-schedule-creation/revenueScheduleWizardContext.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Strict accessor — throws if used outside the provider.
- score: 4
hook useReverseJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:234
- kind: hook
- core: fa
- spec: (none)
- summary: Provides reverse journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook useReverseReimbursementPayment
- file: src/cores/fa/hooks/useReimbursementPayments.ts:235
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to reverse a reimbursement paymentCreates a new payment record with reversal_payment_id referencing the original
- score: 4
hook useReverseRevenueRecognition
- file: src/cores/fa/hooks/useRevenueScheduleModifications.ts:62
- kind: hook
- core: fa
- spec: (none)
- summary: Reverse a posted recognition by appending a negative recognition row.Idempotent guard: server rejects a second reversal of the same recognition.
- score: 4
hook useRollingForecast
- file: src/cores/fa/hooks/useRollingForecastDetail.ts:12
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing rolling forecast.
- score: 1
hook useRollingForecastLines
- file: src/cores/fa/hooks/useRollingForecastDetail.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing rolling forecast lines.
- score: 1
hook useRollingForecasts
- file: src/cores/fa/hooks/useRollingForecasts.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing rolling forecasts.
- score: 1
hook useRunDepreciation
- file: src/cores/fa/hooks/useAssetDepreciation.ts:229
- kind: hook
- core: fa
- spec: (none)
- summary: Run monthly depreciation for all eligible assets.Calls the database function fa_process_monthly_depreciation.
- score: 4
hook useRunReportNow
- file: src/cores/fa/hooks/useReportRuns.ts:84
- kind: hook
- core: fa
- spec: (none)
- summary: Provides run report now queries and mutation actions scoped to the current organization.
- score: 4
hook useSaveCoATemplate
- file: src/cores/fa/hooks/useSaveCoATemplate.ts:51
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for saving the current org’s CoA as a new DB-backed template.
- score: 1
hook useSaveReportDefinition
- file: src/cores/fa/hooks/useReportDefinitions.ts:56
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing save report definition.
- score: 1
hook useScenarioBudgetLines
- file: src/cores/fa/hooks/useBudgetScenarioDetail.ts:38
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing scenario budget lines.
- score: 1
hook useScenarioComparison
- file: src/cores/fa/hooks/useScenarioComparison.ts:17
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing scenario comparison.
- score: 1
hook useScenarioComparisonSummary
- file: src/cores/fa/hooks/useScenarioComparison.ts:71
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing scenario comparison summary.
- score: 1
hook useSeedCategoryMappings
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:190
- kind: hook
- core: fa
- spec: (none)
- summary: Provides seed category mappings queries and mutation actions scoped to the current organization.
- score: 4
hook useSendInvoice
- file: src/cores/fa/hooks/useInvoices.ts:205
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing send invoice.
- score: 1
hook useSetActiveBudget
- file: src/cores/fa/hooks/useBudgets.ts:305
- kind: hook
- core: fa
- spec: (none)
- summary: Provides set active budget queries and mutation actions scoped to the current organization.
- score: 4
hook useSkipCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:489
- kind: hook
- core: fa
- spec: (none)
- summary: Skip a task
- score: 1
hook useSkipInstallment
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:212
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to skip an installment
- score: 1
hook useSoftDeleteExpenseLine
- file: src/cores/fa/hooks/useExpenseLines.ts:240
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to soft delete an expense line (sets deleted_at)
- score: 4
hook useSoftDeleteExpensePolicy
- file: src/cores/fa/hooks/useExpensePolicies.ts:376
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to soft delete an expense policy (sets deleted_at)
- score: 4
hook useSoftDeleteExpenseReport
- file: src/cores/fa/hooks/useExpenseReports.ts:253
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to soft delete an expense report (sets deleted_at)
- score: 4
hook useStartClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:219
- kind: hook
- core: fa
- spec: (none)
- summary: Start a close period (transition to in_progress)
- score: 4
hook useStartCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:337
- kind: hook
- core: fa
- spec: (none)
- summary: Start a task (transition to in_progress)
- score: 4
hook useStatementOfActivities
- file: src/cores/fa/hooks/useStatementOfActivities.ts:27
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing statement of activities.
- score: 1
hook useStatementOfActivitiesSummary
- file: src/cores/fa/hooks/useStatementOfActivities.ts:49
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing statement of activities summary.
- score: 1
hook useStatementTemplateDraft
- file: src/cores/fa/wizards/statement-template/hooks/useStatementTemplateDraft.ts:69
- kind: hook
- core: fa
- spec: (none)
- summary: Auto-save with a debounced write to localStorage.
- score: 4
hook useStatementTemplateMutation
- file: src/cores/fa/wizards/statement-template/hooks/useStatementTemplateMutation.ts:150
- kind: hook
- core: fa
- spec: (none)
- summary: Persist an FA-UX-13 statement-template wizard draft to the FA-23 template schema.
- score: 4
hook useStatementTemplateWizardContext
- file: src/cores/fa/wizards/statement-template/statementTemplateWizardContext.ts:56
- kind: hook
- core: fa
- spec: (none)
- summary: Access the FA statement-template wizard state from a descendant step.
- score: 4
hook useSubmitBudgetForApproval
- file: src/cores/fa/hooks/useBudgets.ts:221
- kind: hook
- core: fa
- spec: (none)
- summary: Provides submit budget for approval queries and mutation actions scoped to the current organization.
- score: 4
hook useSubmitClosePeriodForApproval
- file: src/cores/fa/close/useClosePeriods.ts:273
- kind: hook
- core: fa
- spec: (none)
- summary: Submit close period for approval (transition to pending_approval)
- score: 4
hook useSubmitExpenseReport
- file: src/cores/fa/hooks/useExpenseReports.ts:287
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to submit an expense report for approvalPublishes fa_expense_report_submitted event to trigger FW-03 workflow
- score: 4
hook useSubmitForApproval
- file: src/cores/fa/hooks/useBillApproval.ts:134
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to submit a bill for approvalChanges status from ‘draft’ to ‘pending_approval’
- score: 4
hook useSubmitForApproval
- file: src/cores/fa/hooks/usePaymentPlans.ts:228
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to submit a payment plan for approval
- score: 4
hook useSubmitPOForApproval
- file: src/cores/fa/hooks/usePOApproval.ts:54
- kind: hook
- core: fa
- spec: (none)
- summary: Submit PO for approval (draft → pending_approval)
- score: 4
hook useSyncAllBankAccounts
- file: src/cores/fa/hooks/useSyncAllBankAccounts.ts:48
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing sync all bank accounts.
- score: 1
hook useTaskDocumentation
- file: src/cores/fa/close/useCloseDocumentation.ts:73
- kind: hook
- core: fa
- spec: (none)
- summary: Get documentation for a specific task
- score: 4
hook useTaxDistributionDetail
- file: src/cores/fa/hooks/useTaxDistributions.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Query: Get single tax distribution detail
- score: 4
hook useTaxDistributionsList
- file: src/cores/fa/hooks/useTaxDistributions.ts:14
- kind: hook
- core: fa
- spec: (none)
- summary: Query: List tax distributions for a tax year
- score: 4
hook useTaxReportDetail
- file: src/cores/fa/hooks/useTaxReports.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Query: Get single tax report detail
- score: 4
hook useTaxReportsList
- file: src/cores/fa/hooks/useTaxReports.ts:14
- kind: hook
- core: fa
- spec: (none)
- summary: Query: List tax reports for a tax year
- score: 4
hook useTaxYearDetail
- file: src/cores/fa/hooks/useTaxYears.ts:39
- kind: hook
- core: fa
- spec: (none)
- summary: Query: Get single tax year detail
- score: 4
hook useTaxYearsList
- file: src/cores/fa/hooks/useTaxYears.ts:15
- kind: hook
- core: fa
- spec: (none)
- summary: Query: List all tax years for an organization
- score: 4
hook useTemplateBudgets
- file: src/cores/fa/wizards/budget-creation/hooks/useTemplateBudgets.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches approved budgets available for template selection.
- returns: Query result with template budgets
- score: 4
hook useTemplateCategories
- file: src/cores/fa/hooks/useBudgetTemplateList.ts:59
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch distinct template categories for filter dropdown
- score: 4
hook useTemplatePreview
- file: src/cores/fa/hooks/useBudgetTemplateDetail.ts:72
- kind: hook
- core: fa
- spec: (none)
- summary: Preview template structure with calculated totals
- score: 4
hook useTemplateWithEnrichedLines
- file: src/cores/fa/hooks/useBudgetTemplateDetail.ts:115
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch template with enriched line items (account names, fund names, etc.)
- score: 4
hook useToggleMappingActive
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:293
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to toggle mapping active status
- score: 4
hook useTogglePolicyActive
- file: src/cores/fa/hooks/useExpensePolicies.ts:408
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to deactivate a policy (toggle is_active)
- score: 4
hook useToggleReportFavorite
- file: src/cores/fa/hooks/useReportFavorites.ts:37
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing toggle report favorite.
- score: 1
hook useToggleSchedule
- file: src/cores/fa/hooks/useReportSchedules.ts:188
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing toggle schedule.
- score: 1
hook useTransactionAISuggestions
- file: src/cores/fa/hooks/useTransactionAISuggestions.ts:22
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch AI match suggestions for a specific bank line (transaction-scoped).
- score: 4
hook useTransactionAISuggestionsBatch
- file: src/cores/fa/hooks/useTransactionAISuggestionsBatch.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch AI match suggestions for multiple bank lines in one query.Returns a map of bank_line_id - suggestions (best first, max 5 per line).
- params:
- bankLineIds — Array of bank line IDs (deduplicated and sorted internally for stable keys). - : When false, the query does not run (e.g. when not on pending tab).
- score: 4
hook useTransactionRule
- file: src/cores/fa/hooks/useTransactionRules.ts:57
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch a single transaction rule by ID
- score: 4
hook useTransactionRules
- file: src/cores/fa/hooks/useTransactionRules.ts:29
- kind: hook
- core: fa
- spec: (none)
- summary: Fetch all active (non-soft-deleted) transaction rules for the current org
- score: 4
hook useTransferAsset
- file: src/cores/fa/hooks/useFixedAssets.ts:482
- kind: hook
- core: fa
- spec: (none)
- summary: Transfer an asset to a new location.Creates a transfer record and updates asset location.
- score: 4
hook useTransferCountBySite
- file: src/cores/fa/hooks/useAssetTransfers.ts:169
- kind: hook
- core: fa
- spec: (none)
- summary: Get transfer count by site for dashboard.
- score: 4
hook useTransfersByOrganization
- file: src/cores/fa/hooks/useAssetTransfers.ts:70
- kind: hook
- core: fa
- spec: (none)
- summary: Get all transfers for an organization.
- score: 4
hook useTrialBalance
- file: src/cores/fa/hooks/useTrialBalance.ts:13
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing trial balance.
- score: 1
hook useUnappliedPayments
- file: src/cores/fa/hooks/useCustomerPayments.ts:128
- kind: hook
- core: fa
- spec: (none)
- summary: Provides unapplied payments queries and mutation actions scoped to the current organization.
- score: 4
hook useUnmatchedBankLines
- file: src/cores/fa/hooks/useReconciliationMatches.ts:119
- kind: hook
- core: fa
- spec: (none)
- summary: Provides unmatched bank lines queries and mutation actions scoped to the current organization.
- score: 4
hook useUnmatchedGLLines
- file: src/cores/fa/hooks/useReconciliationMatches.ts:146
- kind: hook
- core: fa
- spec: (none)
- summary: Provides unmatched gllines queries and mutation actions scoped to the current organization.
- score: 4
hook useUnmatchGroup
- file: src/cores/fa/hooks/useGroupMatch.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing unmatch group.
- score: 1
hook useUnpostedEntriesReport
- file: src/cores/fa/hooks/useUnpostedEntriesReport.ts:27
- kind: hook
- core: fa
- spec: (none)
- summary: Fetches draft (unposted) journal entries with client-side aging calculation.
- params:
- organizationId — Tenant org ID (required to enable query)
- returns: Standard useQuery result with UnpostedEntryRow[] including aging_days and aging_bucket
- score: 4
hook useUpcomingInstallments
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:110
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to get upcoming installments for an organization
- score: 4
hook useUpdate1099Form
- file: src/cores/fa/hooks/use1099Forms.ts:97
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Update 1099 form
- score: 1
hook useUpdateAccount
- file: src/cores/fa/hooks/useAccounts.ts:113
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update account.
- score: 1
hook useUpdateAccountMapping
- file: src/cores/fa/hooks/useAccountMappings.ts:82
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update account mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateAlertThreshold
- file: src/cores/fa/hooks/useAlertThresholds.ts:144
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update alert threshold queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateAllocationBase
- file: src/cores/fa/hooks/useAllocationBases.ts:125
- kind: hook
- core: fa
- spec: (none)
- summary: Update an allocation base.
- score: 1
hook useUpdateAnnotation
- file: src/cores/fa/hooks/useReportAnnotations.ts:99
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update annotation queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateApprovalThreshold
- file: src/cores/fa/hooks/useApprovalThresholds.ts:89
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing approval threshold
- score: 4
hook useUpdateBankAccount
- file: src/cores/fa/hooks/useBankAccounts.ts:289
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update bank account queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateBankReconciliation
- file: src/cores/fa/hooks/useBankReconciliations.ts:210
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update bank reconciliation queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateBill
- file: src/cores/fa/hooks/useVendorBills.ts:230
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing vendor bill and its lines
- score: 4
hook useUpdateBillLine
- file: src/cores/fa/hooks/useBillLines.ts:160
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing bill line
- score: 4
hook useUpdateBudget
- file: src/cores/fa/hooks/useBudgets.ts:142
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update budget queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateBudgetLine
- file: src/cores/fa/hooks/useBudgetLines.ts:111
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update budget line.
- score: 1
hook useUpdateBudgetScenario
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:70
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update budget scenario.
- score: 1
hook useUpdateBudgetTemplate
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:61
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update budget template queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateCashForecast
- file: src/cores/fa/hooks/useCashForecasts.ts:199
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing cash forecast.Uses defense-in-depth by verifying organization_id.
- score: 4
hook useUpdateCategoryMapping
- file: src/cores/fa/hooks/useExpenseCategoryMappings.ts:211
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing category mapping
- score: 4
hook useUpdateCloseChecklist
- file: src/cores/fa/close/useCloseChecklists.ts:212
- kind: hook
- core: fa
- spec: (none)
- summary: Update a close checklist (with defense-in-depth)
- score: 4
hook useUpdateCloseDocumentation
- file: src/cores/fa/close/useCloseDocumentation.ts:160
- kind: hook
- core: fa
- spec: (none)
- summary: Update documentation metadata
- score: 1
hook useUpdateClosePeriod
- file: src/cores/fa/close/useClosePeriods.ts:170
- kind: hook
- core: fa
- spec: (none)
- summary: Update a close period (with defense-in-depth)
- score: 4
hook useUpdateCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:220
- kind: hook
- core: fa
- spec: (none)
- summary: Update a close task (with defense-in-depth)
- score: 4
hook useUpdateCollectionQueueItem
- file: src/cores/fa/hooks/useCollectionQueueMutation.ts:84
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update collection queue item.
- score: 1
hook useUpdateComplianceMapping
- file: src/cores/fa/hooks/useComplianceMappings.ts:81
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing compliance-account mapping (org-scoped).
- score: 4
hook useUpdateCreditLine
- file: src/cores/fa/hooks/useCreditLines.ts:247
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing credit line.Uses defense-in-depth by verifying organization_id.
- score: 4
hook useUpdateCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:243
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateCreditMemoLine
- file: src/cores/fa/hooks/useCreditMemoLines.ts:97
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update credit memo line queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateCustomer
- file: src/cores/fa/hooks/useCustomers.ts:151
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update customer queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateCustomerPayment
- file: src/cores/fa/hooks/useCustomerPayments.ts:203
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update customer payment queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateDashboardDefinition
- file: src/cores/fa/hooks/useDashboardDefinition.ts:43
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update dashboard definition.
- score: 1
hook useUpdateDeferredRevenue
- file: src/cores/fa/hooks/useDeferredRevenue.ts:116
- kind: hook
- core: fa
- spec: (none)
- summary: Update a deferred revenue record.
- score: 4
hook useUpdateDepartment
- file: src/cores/fa/hooks/useDepartments.ts:178
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update department queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateDisposal
- file: src/cores/fa/hooks/useAssetDisposals.ts:222
- kind: hook
- core: fa
- spec: (none)
- summary: Update a disposal record.
- score: 1
hook useUpdateDrawdownStatus
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:216
- kind: hook
- core: fa
- spec: (none)
- summary: Update a drawdown request status (e.g., submit, approve, reject).
- score: 4
hook useUpdateExpenseLine
- file: src/cores/fa/hooks/useExpenseLines.ts:199
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing expense line
- score: 4
hook useUpdateExpensePolicy
- file: src/cores/fa/hooks/useExpensePolicies.ts:323
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing expense policy
- score: 4
hook useUpdateExpenseReport
- file: src/cores/fa/hooks/useExpenseReports.ts:211
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing expense report
- score: 4
hook useUpdateFAEntity
- file: src/cores/fa/hooks/useFAEntities.ts:115
- kind: hook
- core: fa
- spec: (none)
- summary: Updates an existing legal entity (org-scoped, defense-in-depth).
- score: 4
hook useUpdateFiscalYear
- file: src/cores/fa/hooks/useFiscalYears.ts:117
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update fiscal year queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateFixedAsset
- file: src/cores/fa/hooks/useFixedAssets.ts:315
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing fixed asset.Uses defense-in-depth by verifying organization_id.
- score: 4
hook useUpdateForecastLine
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:248
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update forecast line queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateForecastStatus
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:331
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update forecast status queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateFund
- file: src/cores/fa/hooks/useFunds.ts:113
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update fund queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateGrantDrawdown
- file: src/cores/fa/hooks/useGrantDrawdowns.ts:274
- kind: hook
- core: fa
- spec: (none)
- summary: Update a drawdown (general update).
- score: 4
hook useUpdateIndirectCostPool
- file: src/cores/fa/hooks/useIndirectCostPools.ts:112
- kind: hook
- core: fa
- spec: (none)
- summary: Update an indirect cost pool.
- score: 1
hook useUpdateIndirectCostRate
- file: src/cores/fa/hooks/useIndirectCostRates.ts:158
- kind: hook
- core: fa
- spec: (none)
- summary: Update an IDC rate.
- score: 1
hook useUpdateInstallment
- file: src/cores/fa/hooks/usePaymentPlanInstallments.ts:300
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update a single installment
- score: 4
hook useUpdateInvestment
- file: src/cores/fa/hooks/useInvestments.ts:249
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing investment.Uses defense-in-depth by verifying organization_id.
- score: 4
hook useUpdateInvoice
- file: src/cores/fa/hooks/useInvoices.ts:170
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update invoice.
- score: 1
hook useUpdateInvoiceLine
- file: src/cores/fa/hooks/useInvoiceLines.ts:103
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update invoice line.
- score: 1
hook useUpdateJournalEntry
- file: src/cores/fa/hooks/useJournalEntries.ts:128
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update journal entry queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateJournalEntryLine
- file: src/cores/fa/hooks/useJournalEntryLines.ts:81
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update journal entry line queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdatePayment
- file: src/cores/fa/hooks/usePayments.ts:136
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update payment.
- score: 1
hook useUpdatePaymentBatch
- file: src/cores/fa/hooks/usePaymentBatches.ts:121
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update payment batch queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdatePaymentPlan
- file: src/cores/fa/hooks/usePaymentPlans.ts:188
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update a payment plan
- score: 1
hook useUpdatePeriodStatus
- file: src/cores/fa/hooks/useFiscalPeriods.ts:78
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update period status.
- score: 1
hook useUpdatePlaidCategoryMapping
- file: src/cores/fa/hooks/usePlaidCategoryMappings.ts:128
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update plaid category mapping queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdatePOLine
- file: src/cores/fa/hooks/usePurchaseOrderLines.ts:127
- kind: hook
- core: fa
- spec: (none)
- summary: Update a PO line item
- score: 1
hook useUpdateProgram
- file: src/cores/fa/hooks/usePrograms.ts:113
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update program queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateProject
- file: src/cores/fa/hooks/useProjects.ts:175
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing project.
- score: 1
hook useUpdateProjectBudget
- file: src/cores/fa/hooks/useProjectBudgets.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Update a project budget line.
- score: 1
hook useUpdateProjectExpense
- file: src/cores/fa/hooks/useProjectExpenses.ts:290
- kind: hook
- core: fa
- spec: (none)
- summary: Update an expense allocation.
- score: 1
hook useUpdateProjectRevenue
- file: src/cores/fa/hooks/useProjectRevenue.ts:240
- kind: hook
- core: fa
- spec: (none)
- summary: Update a revenue allocation.
- score: 1
hook useUpdateProjectStatus
- file: src/cores/fa/hooks/useProjects.ts:234
- kind: hook
- core: fa
- spec: (none)
- summary: Update project status with automatic status_date update.
- score: 4
hook useUpdatePurchaseOrder
- file: src/cores/fa/hooks/usePurchaseOrders.ts:255
- kind: hook
- core: fa
- spec: (none)
- summary: Update purchase order header
- score: 1
hook useUpdateRecurringEntry
- file: src/cores/fa/hooks/useRecurringEntries.ts:105
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update recurring entry queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateRecurringInvoice
- file: src/cores/fa/hooks/useRecurringInvoices.ts:176
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update recurring invoice queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateRecurringTemplate
- file: src/cores/fa/hooks/useRecurringTransactionTemplates.ts:255
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update recurring template queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateReportSchedule
- file: src/cores/fa/hooks/useReportSchedules.ts:105
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update report schedule.
- score: 1
hook useUpdateRevenueContract
- file: src/cores/fa/hooks/useRevenueContracts.ts:120
- kind: hook
- core: fa
- spec: (none)
- summary: Update a revenue contract.
- score: 1
hook useUpdateRevenueSchedule
- file: src/cores/fa/hooks/useRevenueSchedules.ts:151
- kind: hook
- core: fa
- spec: (none)
- summary: Update a revenue schedule.
- score: 1
hook useUpdateRollingForecast
- file: src/cores/fa/hooks/useRollingForecastMutation.ts:75
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update rolling forecast queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateScenarioBudgetLine
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:221
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update scenario budget line.
- score: 1
hook useUpdateScenarioStatus
- file: src/cores/fa/hooks/useBudgetScenarioMutation.ts:140
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing update scenario status.
- score: 1
hook useUpdateTaxDistributionStatus
- file: src/cores/fa/hooks/useTaxDistributions.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Update tax distribution status
- score: 4
hook useUpdateTaxReport
- file: src/cores/fa/hooks/useTaxReports.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Update tax report
- score: 1
hook useUpdateTaxYear
- file: src/cores/fa/hooks/useTaxYears.ts:95
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Update tax year
- score: 1
hook useUpdateTemplateShare
- file: src/cores/fa/hooks/useBudgetTemplateMutation.ts:450
- kind: hook
- core: fa
- spec: (none)
- summary: Provides update template share queries and mutation actions scoped to the current organization.
- score: 4
hook useUpdateTransactionRule
- file: src/cores/fa/hooks/useTransactionRules.ts:125
- kind: hook
- core: fa
- spec: (none)
- summary: Update an existing transaction rule
- score: 4
hook useUpdateVendor
- file: src/cores/fa/hooks/useVendors.ts:131
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to update an existing vendor
- score: 4
hook useUpdateW2Form
- file: src/cores/fa/hooks/useW2Forms.ts:96
- kind: hook
- core: fa
- spec: (none)
- summary: Mutation: Update W-2 form
- score: 1
hook useUploadReceipt
- file: src/cores/fa/hooks/useReceiptUpload.ts:46
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to upload receipt files for expense linesFeatures:- Client-side validation (type, size)- PHI scanning integration (stub)- Automatic expense line update- Audit logging- Returns signed URL for display
- score: 4
hook useUpsertExpenseRule
- file: src/cores/fa/hooks/useExpenseRules.ts:85
- kind: hook
- core: fa
- spec: (none)
- summary: Upserts an expense policy engine rule via RPC from a wizard draft.
- params:
- organizationId — Target organization passed to the RPC.
- returns: TanStack with / ; on success invalidates .
- score: 4
hook useValidate3WayMatch
- file: src/cores/fa/hooks/useValidate3WayMatch.ts:19
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to validate a 3-way match for a PO line
- score: 4
hook useVarianceAnalysis
- file: src/cores/fa/hooks/useVarianceAnalysis.ts:25
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing variance analysis.
- score: 1
hook useVendor
- file: src/cores/fa/hooks/useVendors.ts:71
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch a single vendor by ID
- score: 4
hook useVendorList
- file: src/cores/fa/hooks/useVendors.ts:34
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to fetch list of vendors with optional filtersUses PF-57 Search/Sort Framework
- score: 4
hook useVerifyCloseTask
- file: src/cores/fa/close/useCloseTasks.ts:546
- kind: hook
- core: fa
- spec: (none)
- summary: Verify a completed task
- score: 1
hook useVerifyReceipt
- file: src/cores/fa/hooks/useExpenseLines.ts:318
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to verify a receipt
- score: 1
hook useVoidCreditMemo
- file: src/cores/fa/hooks/useCreditMemos.ts:335
- kind: hook
- core: fa
- spec: (none)
- summary: Provides void credit memo queries and mutation actions scoped to the current organization.
- score: 4
hook useVoidInvoice
- file: src/cores/fa/hooks/useInvoices.ts:271
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing void invoice.
- score: 1
hook useVoidPOReceipt
- file: src/cores/fa/hooks/usePOReceipts.ts:212
- kind: hook
- core: fa
- spec: (none)
- summary: Hook to void a receipt
- score: 1
hook useW2FormDetail
- file: src/cores/fa/hooks/useW2Forms.ts:40
- kind: hook
- core: fa
- spec: (none)
- summary: Query: Get single W-2 form detail
- score: 4
hook useW2FormsList
- file: src/cores/fa/hooks/useW2Forms.ts:14
- kind: hook
- core: fa
- spec: (none)
- summary: Query: List W-2 forms for a tax year
- score: 4
hook useWizardCompletion
- file: src/cores/fa/wizards/bank-reconciliation/hooks/useWizardCompletion.ts:18
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing wizard completion.
- score: 1
hook useWizardValidation
- file: src/cores/fa/wizards/bank-reconciliation/hooks/useWizardValidation.ts:11
- kind: hook
- core: fa
- spec: (none)
- summary: Hook for managing wizard validation.
- score: 1
hook useWizardValidation
- file: src/cores/fa/wizards/financial-close-setup/hooks/useWizardValidation.ts:11
- kind: hook
- core: fa
- spec: (none)
- summary: Provides validation functions for each wizard step.
- score: 4
hook useWriteOffBadDebt
- file: src/cores/fa/hooks/useBadDebtReserves.ts:239
- kind: hook
- core: fa
- spec: (none)
- summary: Provides write off bad debt queries and mutation actions scoped to the current organization.
- score: 4
Components
component AccountBalanceWidget
- file: src/cores/fa/components/widgets/AccountBalanceWidget.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Financial Overview dashboard widget.Uses the unified hook so that the data source isconsistent with every other balance widget on the dashboard.- Fund-based orgs → title “Fund Balances”, shows unrestricted / restricted split- Bank-linked orgs → title “Bank Summary”, shows per-account breakdown + fallback banner
- score: 2
component AccountDialog
- file: src/cores/fa/components/AccountDialog.tsx:67
- kind: component
- core: fa
- spec: (none)
- summary: Utility for account dialog.
- score: 1
component AccountDrillDownDialog
- file: src/cores/fa/components/AccountDrillDownDialog.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for account drill down dialog.
- score: 1
component AccountMappingEditor
- file: src/cores/fa/components/AccountMappingEditor.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for account mapping editor.
- score: 1
component AccountMappingPage
- file: src/cores/fa/pages/AccountMappingPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for account mapping page.
- score: 1
component AccountsPage
- file: src/cores/fa/pages/AccountsPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for accounts page.
- score: 1
component AccountsTable
- file: src/cores/fa/components/AccountsTable.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for accounts table.
- score: 1
component ActiveAlertsBar
- file: src/cores/fa/components/ActiveAlertsBar.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for active alerts bar.
- score: 1
component AdjustmentDialog
- file: src/cores/fa/components/AdjustmentDialog.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for adjustment dialog.
- score: 1
component AgedUnresolvedReport
- file: src/cores/fa/components/reconciliation/AgedUnresolvedReport.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for aged unresolved report.
- score: 1
component AgingReportsHubPage
- file: src/cores/fa/pages/AgingReportsHubPage.tsx:45
- kind: component
- core: fa
- spec: (none)
- summary: Utility for aging reports hub page.
- score: 1
component AICategorizationBadge
- file: src/cores/fa/components/AICategorizationBadge.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Inline AI categorization confidence indicator with accept/reject actions,showing a per-row spinner while that row’s mutation is in flight.
- score: 2
component AIMatchSuggestionLine
- file: src/cores/fa/components/AIMatchSuggestionLine.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for aimatch suggestion line.
- score: 1
component AlertThresholdForm
- file: src/cores/fa/components/AlertThresholdForm.tsx:57
- kind: component
- core: fa
- spec: (none)
- summary: Utility for alert threshold form.
- score: 1
component AlertThresholdsPage
- file: src/cores/fa/pages/AlertThresholdsPage.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for alert thresholds page.
- score: 1
component AllocationBasesTab
- file: src/cores/fa/components/cost-allocation/AllocationBasesTab.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for allocation bases tab.
- score: 1
component AllocationTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:100
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for cash allocation and liquidity concepts.
- score: 2
component AnomalyBadge
- file: src/cores/fa/components/AnomalyBadge.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Severity-styled badge with a tooltip listing the AI-detected anomaly flagson a bank statement line; hidden when the line has no anomalies.
- score: 2
component APAgingReportPage
- file: src/cores/fa/pages/APAgingReportPage.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for apaging report page.
- score: 1
component ApplyCoATemplateDialog
- file: src/cores/fa/components/ApplyCoATemplateDialog.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for apply co atemplate dialog.
- score: 1
component ApplyTemplateDialog
- file: src/cores/fa/components/ApplyTemplateDialog.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for apply template dialog.
- score: 1
component ApprovalHistoryTimeline
- file: src/cores/fa/components/ApprovalHistoryTimeline.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for approval history timeline.
- score: 1
component ApprovalThresholdDialog
- file: src/cores/fa/components/ApprovalThresholdDialog.tsx:41
- kind: component
- core: fa
- spec: (none)
- summary: Utility for approval threshold dialog.
- score: 1
component ApprovalThresholdsPage
- file: src/cores/fa/pages/ApprovalThresholdsPage.tsx:10
- kind: component
- core: fa
- spec: (none)
- summary: Utility for approval thresholds page.
- score: 1
component ApprovalThresholdsTable
- file: src/cores/fa/components/ApprovalThresholdsTable.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for approval thresholds table.
- score: 1
component ARAgingReportPage
- file: src/cores/fa/pages/ARAgingReportPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for araging report page.
- score: 1
component AssetDisposalDialog
- file: src/cores/fa/components/AssetDisposalDialog.tsx:48
- kind: component
- core: fa
- spec: (none)
- summary: Utility for asset disposal dialog.
- score: 1
component AssetDisposalsPage
- file: src/cores/fa/pages/AssetDisposalsPage.tsx:41
- kind: component
- core: fa
- spec: (none)
- summary: Utility for asset disposals page.
- score: 1
component AssetDisposalsTable
- file: src/cores/fa/components/AssetDisposalsTable.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for asset disposals table.
- score: 1
component AssetsHubPage
- file: src/cores/fa/pages/AssetsHubPage.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for assets hub page.
- score: 1
component AssetStatusBadge
- file: src/cores/fa/components/AssetStatusBadge.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for asset status badge.
- score: 1
component AssetTransferDialog
- file: src/cores/fa/components/AssetTransferDialog.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for asset transfer dialog.
- score: 1
component AssignTasksStep
- file: src/cores/fa/wizards/financial-close-setup/steps/AssignTasksStep.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for assign tasks step.
- score: 1
component AuditLogViewerPage
- file: src/cores/fa/pages/AuditLogViewerPage.tsx:211
- kind: component
- core: fa
- spec: (none)
- summary: Utility for audit log viewer page.
- score: 1
component AutoMatchResults
- file: src/cores/fa/components/AutoMatchResults.tsx:12
- kind: component
- core: fa
- spec: (none)
- summary: Utility for auto match results.
- score: 1
component BadDebtReservesPage
- file: src/cores/fa/pages/BadDebtReservesPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bad debt reserves page.
- score: 1
component BadDebtWriteOffDialog
- file: src/cores/fa/components/BadDebtWriteOffDialog.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bad debt write off dialog.
- score: 1
component BalanceDefinitionsPage
- file: src/cores/fa/pages/BalanceDefinitionsPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance definitions page.
- score: 1
component BalanceFlowDiagram
- file: src/cores/fa/components/BalanceFlowDiagram.tsx:95
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance flow diagram.
- score: 1
component BalanceReconciliationPage
- file: src/cores/fa/pages/BalanceReconciliationPage.tsx:366
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance reconciliation page.
- score: 1
component BalanceSheetPage
- file: src/cores/fa/pages/BalanceSheetPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance sheet page.
- score: 1
component BalanceSheetReport
- file: src/cores/fa/components/BalanceSheetReport.tsx:45
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance sheet report.
- score: 1
component BalanceSourceIndicator
- file: src/cores/fa/components/BalanceSourceIndicator.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance source indicator.
- score: 1
component BalanceTrendChart
- file: src/cores/fa/components/BalanceTrendChart.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for balance trend chart.
- score: 1
component BankAccountCard
- file: src/cores/fa/components/BankAccountCard.tsx:117
- kind: component
- core: fa
- spec: (none)
- summary: Displays a unified bank account card showing status, balances, last sync, variance, and available actions.Renders a compact card with account metadata (name, bank, type, masked number), GL and bank balances, last sync time(with tooltip), pending-data or variance warnings when applicable, and contextual action buttons for syncing,reconnecting, viewing details, or editing.Accessibility:- Buttons and links include visible labels and iconography; ensure surrounding page provides appropriate focus management.- Tooltips expose absolute timestamps; ensure screen readers can access the same information via the DOM if needed. - : Bank account with GL information (BankAccountWithGL). Used to derive balances, provider, connection status, enrollment id, and timestamps. - : Organization identifier used for connect/sync actions. - : Optional callback invoked with the account when the Edit action is triggered. - : Optional callback invoked after an external sync completes successfully. - : Optional additional CSS class names applied to the root Card.
- returns: A React element representing the bank account card.
- example: | BankAccountCard account=account organizationId=“org_123” onEdit=(acct) = openEditModal(acct) onSyncComplete=() = refreshAccounts()/
- score: 5
component BankAccountCardSkeleton
- file: src/cores/fa/components/BankAccountCard.tsx:322
- kind: component
- core: fa
- spec: (none)
- summary: Skeleton loader for BankAccountCard
- score: 2
component BankAccountDetailPage
- file: src/cores/fa/pages/BankAccountDetailPage.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank account detail page.
- score: 1
component BankAccountDialog
- file: src/cores/fa/components/BankAccountDialog.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank account dialog.
- score: 1
component BankAccountForm
- file: src/cores/fa/components/BankAccountForm.tsx:88
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank account form.
- score: 1
component BankAccountsPage
- file: src/cores/fa/pages/BankAccountsPage.tsx:57
- kind: component
- core: fa
- spec: (none)
- summary: Renders the Bank Accounts management page for listing, filtering, viewing, connecting, and adding bank accounts.Displays summary metrics, a grid or table view of accounts, controls to connect a bank (single or multi-account flows) or add accounts manually,and manages page-level dialog state used to pre-fill account creation from bank connection results.Accessibility:- View mode toggle buttons include aria-labels for their purpose.- Interactive controls (Connect Bank, Add Manually, filter switch) provide visible labels.
- example: | PageLayout BankAccountsPage //PageLayout
- score: 5
component BankAccountsTable
- file: src/cores/fa/components/BankAccountsTable.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank accounts table.
- score: 1
component BankBalanceTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:71
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for bank balance terminology.
- score: 2
component BankConnectionStatus
- file: src/cores/fa/components/BankConnectionStatus.tsx:113
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank connection status.
- score: 1
component BankingHubPage
- file: src/cores/fa/pages/BankingHubPage.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for banking hub page.
- score: 1
component BankLineFlagButton
- file: src/cores/fa/components/reconciliation/BankLineFlagButton.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank line flag button.
- score: 1
component BankLineNotesPopover
- file: src/cores/fa/components/reconciliation/BankLineNotesPopover.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank line notes popover.
- score: 1
component BankReconciliationWizardPage
- file: src/cores/fa/wizards/bank-reconciliation/BankReconciliationWizardPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank reconciliation wizard page.
- score: 1
component BankStatementDetailPage
- file: src/cores/fa/pages/BankStatementDetailPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank statement detail page.
- score: 1
component BankStatementsPage
- file: src/cores/fa/pages/BankStatementsPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank statements page.
- score: 1
component BankStatementsTable
- file: src/cores/fa/components/BankStatementsTable.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank statements table.
- score: 1
component BankTransactionFromToCell
- file: src/cores/fa/components/BankTransactionFromToCell.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank transaction from to cell.
- score: 1
component BankTransactionsPage
- file: src/cores/fa/pages/BankTransactionsPage.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank transactions page.
- score: 1
component BankTransactionsTable
- file: src/cores/fa/components/BankTransactionsTable.tsx:101
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bank transactions table.
- score: 1
component BatchActionBar
- file: src/cores/fa/components/BatchActionBar.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for batch action bar.
- score: 1
component BatchReimbursementDialog
- file: src/cores/fa/components/BatchReimbursementDialog.tsx:64
- kind: component
- core: fa
- spec: (none)
- summary: Utility for batch reimbursement dialog.
- score: 1
component BatchReimbursementPage
- file: src/cores/fa/pages/BatchReimbursementPage.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for batch reimbursement page.
- score: 1
component BillCreatePage
- file: src/cores/fa/pages/BillCreatePage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill create page.
- score: 1
component BillDetailPage
- file: src/cores/fa/pages/BillDetailPage.tsx:167
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill detail page.
- score: 1
component BillDuplicateWarning
- file: src/cores/fa/components/BillDuplicateWarning.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: FA Lane Q: surfaces likely-duplicate vendor bills on the bill detail page so areviewer catches double-entry / OCR duplicates before approval. Deterministic(no model call); renders nothing when there are no candidates. The routealready gates this behind .
- score: 2
component BillForm
- file: src/cores/fa/components/BillForm.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill form.
- score: 1
component BillLineEditor
- file: src/cores/fa/components/BillLineEditor.tsx:92
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill line editor.
- score: 1
component BillSelector
- file: src/cores/fa/components/BillSelector.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill selector.
- score: 1
component BillsPage
- file: src/cores/fa/pages/BillsPage.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bills page.
- score: 1
component BillsTable
- file: src/cores/fa/components/BillsTable.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bills table.
- score: 1
component BillStatusBadge
- file: src/cores/fa/components/BillStatusBadge.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for bill status badge.
- score: 1
component BudgetActionsMenu
- file: src/cores/fa/components/BudgetActionsMenu.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget actions menu.
- score: 1
component BudgetAlertCard
- file: src/cores/fa/components/BudgetAlertCard.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget alert card.
- score: 1
component BudgetAlertsSummary
- file: src/cores/fa/components/BudgetAlertsSummary.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget alerts summary.
- score: 1
component BudgetAlertsTable
- file: src/cores/fa/components/BudgetAlertsTable.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget alerts table.
- score: 1
component BudgetAllocationDialog
- file: src/cores/fa/components/BudgetAllocationDialog.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget allocation dialog.
- score: 1
component BudgetApprovalDialog
- file: src/cores/fa/components/BudgetApprovalDialog.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget approval dialog.
- score: 1
component BudgetApprovalHistory
- file: src/cores/fa/components/BudgetApprovalHistory.tsx:15
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget approval history.
- score: 1
component BudgetCopyPage
- file: src/cores/fa/pages/BudgetCopyPage.tsx:9
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget copy page.
- score: 1
component BudgetCreationWizardPage
- file: src/cores/fa/wizards/budget-creation/BudgetCreationWizardPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Budget Creation Wizard PageRenders the 4-step budget creation wizard:1. Budget Header (form step)2. Copy Template (custom step - optional)3. Enter Budget Lines (custom step)4. Review & Submit (custom step)
- score: 2
component BudgetDetailPage
- file: src/cores/fa/pages/BudgetDetailPage.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget detail page.
- score: 1
component BudgetDialog
- file: src/cores/fa/components/BudgetDialog.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget dialog.
- score: 1
component BudgetForm
- file: src/cores/fa/components/BudgetForm.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget form.
- score: 1
component BudgetHeaderStep
- file: src/cores/fa/wizards/budget-creation/steps/BudgetHeaderStep.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget header step.
- score: 1
component BudgetingHubPage
- file: src/cores/fa/pages/BudgetingHubPage.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budgeting hub page.
- score: 1
component BudgetLineForm
- file: src/cores/fa/components/BudgetLineForm.tsx:42
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget line form.
- score: 1
component BudgetLineGrid
- file: src/cores/fa/components/BudgetLineGrid.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget line grid.
- score: 1
component BudgetScenarioDetailPage
- file: src/cores/fa/pages/BudgetScenarioDetailPage.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenario detail page.
- score: 1
component BudgetScenarioEditPage
- file: src/cores/fa/pages/BudgetScenarioEditPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenario edit page.
- score: 1
component BudgetScenarioForm
- file: src/cores/fa/components/BudgetScenarioForm.tsx:80
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenario form.
- score: 1
component BudgetScenarioNewPage
- file: src/cores/fa/pages/BudgetScenarioNewPage.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenario new page.
- score: 1
component BudgetScenariosPage
- file: src/cores/fa/pages/BudgetScenariosPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenarios page.
- score: 1
component BudgetScenariosTable
- file: src/cores/fa/components/BudgetScenariosTable.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget scenarios table.
- score: 1
component BudgetsPage
- file: src/cores/fa/pages/BudgetsPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budgets page.
- score: 1
component BudgetsTable
- file: src/cores/fa/components/BudgetsTable.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budgets table.
- score: 1
component BudgetStatusBadge
- file: src/cores/fa/components/BudgetStatusBadge.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget status badge.
- score: 1
component BudgetSummaryCard
- file: src/cores/fa/components/BudgetSummaryCard.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget summary card.
- score: 1
component BudgetTemplateCopyWizard
- file: src/cores/fa/components/BudgetTemplateCopyWizard.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget template copy wizard.
- score: 1
component BudgetTemplateDetailPage
- file: src/cores/fa/pages/BudgetTemplateDetailPage.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget template detail page.
- score: 1
component BudgetTemplateEditPage
- file: src/cores/fa/pages/BudgetTemplateEditPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget template edit page.
- score: 1
component BudgetTemplateForm
- file: src/cores/fa/components/BudgetTemplateForm.tsx:77
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget template form.
- score: 1
component BudgetTemplateNewPage
- file: src/cores/fa/pages/BudgetTemplateNewPage.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget template new page.
- score: 1
component BudgetTemplatesPage
- file: src/cores/fa/pages/BudgetTemplatesPage.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget templates page.
- score: 1
component BudgetTemplatesTable
- file: src/cores/fa/components/BudgetTemplatesTable.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget templates table.
- score: 1
component BudgetVarianceFilters
- file: src/cores/fa/components/BudgetVarianceFilters.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget variance filters.
- score: 1
component BudgetVsActualChart
- file: src/cores/fa/components/projects/BudgetVsActualChart.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget vs actual chart.
- score: 1
component BudgetVsActualReport
- file: src/cores/fa/components/BudgetVsActualReport.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget vs actual report.
- score: 1
component BudgetVsActualSummary
- file: src/cores/fa/components/BudgetVsActualSummary.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for budget vs actual summary.
- score: 1
component CalculatedRowsStep
- file: src/cores/fa/wizards/statement-template/steps/CalculatedRowsStep.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Renders the calculated-row configuration step for the statement template wizard.
- score: 2
component CardTransactionsPage
- file: src/cores/fa/pages/CardTransactionsPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for card transactions page.
- score: 1
component CardTransactionsTable
- file: src/cores/fa/components/CardTransactionsTable.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for card transactions table.
- score: 1
component CashFlowDirectPage
- file: src/cores/fa/pages/CashFlowDirectPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash flow direct page.
- score: 1
component CashFlowForecastChart
- file: src/cores/fa/components/CashFlowForecastChart.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash flow forecast chart.
- score: 1
component CashFlowForecastPage
- file: src/cores/fa/pages/CashFlowForecastPage.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash flow forecast page.
- score: 1
component CashFlowPage
- file: src/cores/fa/pages/CashFlowPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash flow page.
- score: 1
component CashFlowReport
- file: src/cores/fa/components/CashFlowReport.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash flow report.
- score: 1
component CashManagementDashboard
- file: src/cores/fa/pages/CashManagementDashboard.tsx:41
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash management dashboard.
- score: 1
component CashPositionTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:78
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for cash position terminology.
- score: 2
component CashPositionTrendsChart
- file: src/cores/fa/components/CashPositionTrendsChart.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for cash position trends chart.
- score: 1
component CategoryMappingFormDialog
- file: src/cores/fa/components/CategoryMappingFormDialog.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for category mapping form dialog.
- score: 1
component CategoryMappingTable
- file: src/cores/fa/components/CategoryMappingTable.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for category mapping table.
- score: 1
component ChecklistTaskEditor
- file: src/cores/fa/components/ChecklistTaskEditor.tsx:257
- kind: component
- core: fa
- spec: (none)
- summary: Utility for checklist task editor.
- score: 1
component ChecklistTemplateSelector
- file: src/cores/fa/components/ChecklistTemplateSelector.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for checklist template selector.
- score: 1
component CloseChecklistSection
- file: src/cores/fa/components/CloseChecklistSection.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close checklist section.
- score: 1
component CloseChecklistsPage
- file: src/cores/fa/pages/CloseChecklistsPage.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close checklists page.
- score: 1
component CloseChecklistsTable
- file: src/cores/fa/components/CloseChecklistsTable.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close checklists table.
- score: 1
component ClosePeriodDetailPage
- file: src/cores/fa/pages/ClosePeriodDetailPage.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close period detail page.
- score: 1
component ClosePeriodProgress
- file: src/cores/fa/components/ClosePeriodProgress.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close period progress.
- score: 1
component ClosePeriodsPage
- file: src/cores/fa/pages/ClosePeriodsPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close periods page.
- score: 1
component ClosePeriodsTable
- file: src/cores/fa/components/ClosePeriodsTable.tsx:50
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close periods table.
- score: 1
component CloseStatusBadge
- file: src/cores/fa/components/CloseStatusBadge.tsx:75
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close status badge.
- score: 1
component CloseTaskCard
- file: src/cores/fa/components/CloseTaskCard.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close task card.
- score: 1
component CloseTaskDetailDialog
- file: src/cores/fa/components/CloseTaskDetailDialog.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close task detail dialog.
- score: 1
component CloseTasksList
- file: src/cores/fa/components/CloseTasksList.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close tasks list.
- score: 1
component CloseTaskStatusBadge
- file: src/cores/fa/components/CloseTaskStatusBadge.tsx:72
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close task status badge.
- score: 1
component CloseTaxYearDialog
- file: src/cores/fa/components/CloseTaxYearDialog.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for close tax year dialog.
- score: 1
component CoAExportDialog
- file: src/cores/fa/components/CoAExportDialog.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for co aexport dialog.
- score: 1
component CoAImport
- file: src/cores/fa/components/CoAImport.tsx:42
- kind: component
- core: fa
- spec: (none)
- summary: Utility for co aimport.
- score: 1
component CoAImportPage
- file: src/cores/fa/pages/CoAImportPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for co aimport page.
- score: 1
component CoATemplateList
- file: src/cores/fa/components/CoATemplateList.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Renders the merged template library (built-in + custom) with Apply and”Save current CoA as template” actions.
- score: 2
component CollectionActivityLog
- file: src/cores/fa/components/CollectionActivityLog.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for collection activity log.
- score: 1
component CollectionQueueTable
- file: src/cores/fa/components/CollectionQueueTable.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for collection queue table.
- score: 1
component CollectionQueueWorkflowTable
- file: src/cores/fa/components/CollectionQueueWorkflowTable.tsx:64
- kind: component
- core: fa
- spec: (none)
- summary: Utility for collection queue workflow table.
- score: 1
component CollectionWorkflowPage
- file: src/cores/fa/pages/CollectionWorkflowPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for collection workflow page.
- score: 1
component CompleteReconciliationStep
- file: src/cores/fa/wizards/bank-reconciliation/steps/CompleteReconciliationStep.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for complete reconciliation step.
- score: 1
component CompletionConfirmationDialog
- file: src/cores/fa/components/CompletionConfirmationDialog.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for completion confirmation dialog.
- score: 1
component ComplianceMappingEditor
- file: src/cores/fa/components/ComplianceMappingEditor.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Admin editor for compliance-to-account mappings (FA-34).
- score: 2
component ComplianceMappingPage
- file: src/cores/fa/pages/ComplianceMappingPage.tsx:12
- kind: component
- core: fa
- spec: (none)
- summary: FA-34 admin page: Compliance Cost Mappings.
- score: 2
component ConfigureDependenciesStep
- file: src/cores/fa/wizards/financial-close-setup/steps/ConfigureDependenciesStep.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for configure dependencies step.
- score: 1
component ConfirmStartStep
- file: src/cores/fa/wizards/financial-close-setup/steps/ConfirmStartStep.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for confirm start step.
- score: 1
component ConfirmStep
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/ConfirmStep.tsx:82
- kind: component
- core: fa
- spec: (none)
- summary: PF-41 standalone wrapper.
- score: 1
component ConfirmStepFields
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/ConfirmStep.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Step 4 — Final review before submit. Read-only summary of the draft anda sum-vs-total balance check (final guard before the create mutation).
- score: 2
component ContractProgressReportPage
- file: src/cores/fa/pages/ContractProgressReportPage.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Contract Progress report page.
- score: 1
component CopyFromBudgetDialog
- file: src/cores/fa/components/CopyFromBudgetDialog.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for copy from budget dialog.
- score: 1
component CopyTemplateStep
- file: src/cores/fa/wizards/budget-creation/steps/CopyTemplateStep.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Copy Template StepAllows selection of prior budget as template with growth percentage.
- score: 2
component CreateBadDebtReserveDialog
- file: src/cores/fa/components/CreateBadDebtReserveDialog.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create bad debt reserve dialog.
- score: 1
component CreateChecklistTemplateDialog
- file: src/cores/fa/components/CreateChecklistTemplateDialog.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create checklist template dialog.
- score: 1
component CreateClosePeriodDialog
- file: src/cores/fa/components/CreateClosePeriodDialog.tsx:84
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create close period dialog.
- score: 1
component CreateDistributionDialog
- file: src/cores/fa/components/CreateDistributionDialog.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create distribution dialog.
- score: 1
component CreateFromBudgetDialog
- file: src/cores/fa/components/CreateFromBudgetDialog.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create from budget dialog.
- score: 1
component CreateIndirectCostPoolDialog
- file: src/cores/fa/components/cost-allocation/CreateIndirectCostPoolDialog.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create indirect cost pool dialog.
- score: 1
component CreateRuleFromTransaction
- file: src/cores/fa/components/CreateRuleFromTransaction.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create rule from transaction.
- score: 1
component CreateTaxYearDialog
- file: src/cores/fa/components/CreateTaxYearDialog.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Utility for create tax year dialog.
- score: 1
component CreditApplicationDialog
- file: src/cores/fa/components/CreditApplicationDialog.tsx:42
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit application dialog.
- score: 1
component CreditLineDetailPage
- file: src/cores/fa/pages/CreditLineDetailPage.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit line detail page.
- score: 1
component CreditLineDialog
- file: src/cores/fa/components/CreditLineDialog.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit line dialog.
- score: 1
component CreditLineForm
- file: src/cores/fa/components/CreditLineForm.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit line form.
- score: 1
component CreditLinesPage
- file: src/cores/fa/pages/CreditLinesPage.tsx:61
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit lines page.
- score: 1
component CreditLinesTable
- file: src/cores/fa/components/CreditLinesTable.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit lines table.
- score: 1
component CreditLineStatusBadge
- file: src/cores/fa/components/CreditLineStatusBadge.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit line status badge.
- score: 1
component CreditMemoCreatePage
- file: src/cores/fa/pages/CreditMemoCreatePage.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memo create page.
- score: 1
component CreditMemoDetailPage
- file: src/cores/fa/pages/CreditMemoDetailPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memo detail page.
- score: 1
component CreditMemoForm
- file: src/cores/fa/components/CreditMemoForm.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memo form.
- score: 1
component CreditMemoLineEditor
- file: src/cores/fa/components/CreditMemoLineEditor.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memo line editor.
- score: 1
component CreditMemosPage
- file: src/cores/fa/pages/CreditMemosPage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memos page.
- score: 1
component CreditMemosTable
- file: src/cores/fa/components/CreditMemosTable.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memos table.
- score: 1
component CreditMemoStatusBadge
- file: src/cores/fa/components/CreditMemoStatusBadge.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for credit memo status badge.
- score: 1
component CustomerDetailPage
- file: src/cores/fa/pages/CustomerDetailPage.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer detail page.
- score: 1
component CustomerDialog
- file: src/cores/fa/components/CustomerDialog.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer dialog.
- score: 1
component CustomerForm
- file: src/cores/fa/components/CustomerForm.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer form.
- score: 1
component CustomerPaymentCreatePage
- file: src/cores/fa/pages/CustomerPaymentCreatePage.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer payment create page.
- score: 1
component CustomerPaymentDetailPage
- file: src/cores/fa/pages/CustomerPaymentDetailPage.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer payment detail page.
- score: 1
component CustomerPaymentForm
- file: src/cores/fa/components/CustomerPaymentForm.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer payment form.
- score: 1
component CustomerPaymentsPage
- file: src/cores/fa/pages/CustomerPaymentsPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer payments page.
- score: 1
component CustomerPaymentsTable
- file: src/cores/fa/components/CustomerPaymentsTable.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customer payments table.
- score: 1
component CustomersPage
- file: src/cores/fa/pages/CustomersPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customers page.
- score: 1
component CustomersTable
- file: src/cores/fa/components/CustomersTable.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for customers table.
- score: 1
component CustomReportBuilderPage
- file: src/cores/fa/pages/CustomReportBuilderPage.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for custom report builder page.
- score: 1
component DeferredBalanceReportPage
- file: src/cores/fa/pages/DeferredBalanceReportPage.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Deferred Balance report page.
- score: 1
component DeferredRevenuePage
- file: src/cores/fa/pages/DeferredRevenuePage.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Deferred revenue list page.
- score: 1
component DepartmentDialog
- file: src/cores/fa/components/DepartmentDialog.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for department dialog.
- score: 1
component DepartmentsPage
- file: src/cores/fa/pages/DepartmentsPage.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for departments page.
- score: 1
component DepartmentTree
- file: src/cores/fa/components/DepartmentTree.tsx:98
- kind: component
- core: fa
- spec: (none)
- summary: Utility for department tree.
- score: 1
component DepositsInTransitReportPage
- file: src/cores/fa/pages/DepositsInTransitReportPage.tsx:9
- kind: component
- core: fa
- spec: (none)
- summary: Utility for deposits in transit report page.
- score: 1
component DepreciationMethodBadge
- file: src/cores/fa/components/DepreciationMethodBadge.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for depreciation method badge.
- score: 1
component DepreciationSchedulePage
- file: src/cores/fa/pages/DepreciationSchedulePage.tsx:54
- kind: component
- core: fa
- spec: (none)
- summary: Utility for depreciation schedule page.
- score: 1
component DepreciationScheduleTable
- file: src/cores/fa/components/DepreciationScheduleTable.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for depreciation schedule table.
- score: 1
component DrawdownAlertBanner
- file: src/cores/fa/components/projects/DrawdownAlertBanner.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for drawdown alert banner.
- score: 1
component DrawdownReceiptForm
- file: src/cores/fa/components/projects/DrawdownReceiptForm.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for drawdown receipt form.
- score: 1
component DrawdownRequestForm
- file: src/cores/fa/components/projects/DrawdownRequestForm.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for drawdown request form.
- score: 1
component EnterLinesStep
- file: src/cores/fa/wizards/budget-creation/steps/EnterLinesStep.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Enter Budget Lines StepInteractive table for budget line entry with add/edit/remove/duplicate.Auto-populates period dates from the selected fiscal year.Auto-populates from template if navigated from Template Library.
- score: 2
component EntityConsolidationSelector
- file: src/cores/fa/components/EntityConsolidationSelector.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for entity consolidation selector.
- score: 1
component ExpenseApprovalDialog
- file: src/cores/fa/components/ExpenseApprovalDialog.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense approval dialog.
- score: 1
component ExpenseCategoryPicklistSelect
- file: src/cores/fa/components/ExpenseCategoryPicklistSelect.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense category picklist select.
- score: 1
component ExpenseCategorySelect
- file: src/cores/fa/components/ExpenseCategorySelect.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense category select.
- score: 1
component ExpenseDashboardPage
- file: src/cores/fa/pages/ExpenseDashboardPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense dashboard page.
- score: 1
component ExpenseLineEditor
- file: src/cores/fa/components/ExpenseLineEditor.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense line editor.
- score: 1
component ExpenseLineExpandedDetails
- file: src/cores/fa/components/ExpenseLineRow.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense line expanded details.
- score: 1
component ExpenseLinesTable
- file: src/cores/fa/components/ExpenseLinesTable.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense lines table.
- score: 1
component ExpensePoliciesPage
- file: src/cores/fa/pages/ExpensePoliciesPage.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense policies page.
- score: 1
component ExpensePolicyEngineRulesSection
- file: src/cores/fa/components/ExpensePolicyEngineRulesSection.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: FA-27 / FA-UX-16: Expense policy engine rules (fa_expense_rules) separate from legacy fa_expense_policies rows.
- score: 2
component ExpensePolicyFormDialog
- file: src/cores/fa/components/ExpensePolicyFormDialog.tsx:60
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense policy form dialog.
- score: 1
component ExpensePolicyRuleWizardDialog
- file: src/cores/fa/wizards/expense-policy-rule/ExpensePolicyRuleWizardDialog.tsx:48
- kind: component
- core: fa
- spec: (none)
- summary: FA-UX-16 dialog wizard to create or edit via .
- params:
- open — Dialog visibility.
- onOpenChange — Passed through to the shell; invoked with after successful upsert.
- organizationId — Tenant id for RPC and nested queries.
- initialRule — Optional existing rule row for edit mode.
- returns: Rendered wrapped in .
- score: 2
component ExpensePolicyRuleWizardProvider
- file: src/cores/fa/wizards/expense-policy-rule/ExpensePolicyRuleWizardProvider.tsx:14
- kind: component
- core: fa
- spec: (none)
- summary: React context provider for the FA-UX-16 expense policy rule wizard (draft, errors, org id).
- params:
- value — Wizard state bundle (, , , , , ).
- children — Descendants that may call the wizard hooks.
- returns: Provider element wiring for descendants.
- score: 2
component ExpensePolicyTable
- file: src/cores/fa/components/ExpensePolicyTable.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense policy table.
- score: 1
component ExpenseReportDetailPage
- file: src/cores/fa/pages/ExpenseReportDetailPage.tsx:86
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense report detail page.
- score: 1
component ExpenseReportEditPage
- file: src/cores/fa/pages/ExpenseReportEditPage.tsx:66
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense report edit page.
- score: 1
component ExpenseReportForm
- file: src/cores/fa/components/ExpenseReportForm.tsx:73
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense report form.
- score: 1
component ExpenseReportNewPage
- file: src/cores/fa/pages/ExpenseReportNewPage.tsx:62
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense report new page.
- score: 1
component ExpenseReportsPage
- file: src/cores/fa/pages/ExpenseReportsPage.tsx:60
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense reports page.
- score: 1
component ExpenseReportsTable
- file: src/cores/fa/components/ExpenseReportsTable.tsx:56
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense reports table.
- score: 1
component ExpenseReportStatusBadge
- file: src/cores/fa/components/ExpenseReportStatusBadge.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense report status badge.
- score: 1
component ExpenseReportSummaryCard
- file: src/cores/fa/components/ExpenseReportSummaryCard.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Expense Report Summary Card ComponentDisplays a summary card with report information, employee details, and totals.
- params:
- props — Component props - : The expense report with employee information (ExpenseReportWithEmployee)
- returns: JSX.Element - A grid of cards displaying report and employee information
- score: 2
component ExpenseTrendChart
- file: src/cores/fa/components/analytics/ExpenseTrendChart.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for expense trend chart.
- score: 1
component FAAgingSummaryWidget
- file: src/cores/fa/components/dashboard/FAAgingSummaryWidget.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faaging summary widget.
- score: 1
component FAApprovalsPage
- file: src/cores/fa/pages/FAApprovalsPage.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faapprovals page.
- score: 1
component FABudgetAlertsWidget
- file: src/cores/fa/components/dashboard/FABudgetAlertsWidget.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fabudget alerts widget.
- score: 1
component FACashPositionWidget
- file: src/cores/fa/components/dashboard/FACashPositionWidget.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for facash position widget.
- score: 1
component FACollectionsQueueWidget
- file: src/cores/fa/components/dashboard/FACollectionsQueueWidget.tsx:78
- kind: component
- core: fa
- spec: (none)
- summary: Utility for facollections queue widget.
- score: 1
component FAEntitiesPage
- file: src/cores/fa/pages/FAEntitiesPage.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: FA-09a Entities page — manage legal entity master records for multi-entity consolidation.
- score: 2
component FAEntityDialog
- file: src/cores/fa/components/FAEntityDialog.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Create / edit dialog for FA legal entities (FA-09a).
- score: 2
component FAExpenseApprovalQueueWidget
- file: src/cores/fa/components/dashboard/FAExpenseApprovalQueueWidget.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faexpense approval queue widget.
- score: 1
component FAExpenseCategoryWidget
- file: src/cores/fa/components/dashboard/FAExpenseCategoryWidget.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faexpense category widget.
- score: 1
component FAFinanceHealthWidget
- file: src/cores/fa/components/dashboard/FAFinanceHealthWidget.tsx:41
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fafinance health widget.
- score: 1
component FAFinancialSummaryWidget
- file: src/cores/fa/components/dashboard/FAFinancialSummaryWidget.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fafinancial summary widget.
- score: 1
component FAIntegrationsSettingsTab
- file: src/cores/fa/components/FAIntegrationsSettingsTab.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faintegrations settings tab.
- score: 1
component FAKeyboardShortcutsHelp
- file: src/cores/fa/components/FAKeyboardShortcutsHelp.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fakeyboard shortcuts help.
- score: 1
component FallbackBanner
- file: src/cores/fa/components/BalanceSourceIndicator.tsx:87
- kind: component
- core: fa
- spec: (none)
- summary: Compact fallback banner shown when AccountBalanceWidget uses bank datainstead of fund data.
- score: 2
component FAOverview
- file: src/cores/fa/pages/FAOverview.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for faoverview.
- score: 1
component FAPendingApprovalsWidget
- file: src/cores/fa/components/dashboard/FAPendingApprovalsWidget.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fapending approvals widget.
- score: 1
component FARecentExpenseReportsWidget
- file: src/cores/fa/components/dashboard/FARecentExpenseReportsWidget.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for farecent expense reports widget.
- score: 1
component FARevenueExpenseTrendWidget
- file: src/cores/fa/components/dashboard/FARevenueExpenseTrendWidget.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for farevenue expense trend widget.
- score: 1
component FASettingsForm
- file: src/cores/fa/components/FASettingsForm.tsx:73
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fasettings form.
- score: 1
component FASettingsPage
- file: src/cores/fa/pages/FASettingsPage.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fasettings page.
- score: 1
component FinancialCloseSetupWizardPage
- file: src/cores/fa/wizards/financial-close-setup/FinancialCloseSetupWizardPage.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for financial close setup wizard page.
- score: 1
component FinancialStatementsHubPage
- file: src/cores/fa/pages/FinancialStatementsHubPage.tsx:54
- kind: component
- core: fa
- spec: (none)
- summary: Utility for financial statements hub page.
- score: 1
component FiscalPeriodsPage
- file: src/cores/fa/pages/FiscalPeriodsPage.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fiscal periods page.
- score: 1
component FiscalYearDialog
- file: src/cores/fa/components/FiscalYearDialog.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fiscal year dialog.
- score: 1
component FixedAssetCreatePage
- file: src/cores/fa/pages/FixedAssetCreatePage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed asset create page.
- score: 1
component FixedAssetDetailPage
- file: src/cores/fa/pages/FixedAssetDetailPage.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed asset detail page.
- score: 1
component FixedAssetDialog
- file: src/cores/fa/components/FixedAssetDialog.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed asset dialog.
- score: 1
component FixedAssetEditPage
- file: src/cores/fa/pages/FixedAssetEditPage.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed asset edit page.
- score: 1
component FixedAssetForm
- file: src/cores/fa/components/FixedAssetForm.tsx:74
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed asset form.
- score: 1
component FixedAssetsPage
- file: src/cores/fa/pages/FixedAssetsPage.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed assets page.
- score: 1
component FixedAssetsTable
- file: src/cores/fa/components/FixedAssetsTable.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fixed assets table.
- score: 1
component ForecastAssumptionsDialog
- file: src/cores/fa/components/ForecastAssumptionsDialog.tsx:59
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast assumptions dialog.
- score: 1
component ForecastChart
- file: src/cores/fa/components/ForecastChart.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast chart.
- score: 1
component ForecastLineEditor
- file: src/cores/fa/components/ForecastLineEditor.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast line editor.
- score: 1
component ForecastLineEditorEditable
- file: src/cores/fa/components/ForecastLineEditorEditable.tsx:71
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast line editor editable.
- score: 1
component ForecastLineEditorSkeleton
- file: src/cores/fa/components/ForecastLineEditor.tsx:96
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast line editor skeleton.
- score: 1
component ForecastPage
- file: src/cores/fa/pages/ForecastPage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast page.
- score: 1
component ForecastReport
- file: src/cores/fa/components/ForecastReport.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast report.
- score: 1
component ForecastStatusBadge
- file: src/cores/fa/components/ForecastStatusBadge.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast status badge.
- score: 1
component ForecastSummary
- file: src/cores/fa/components/ForecastSummary.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast summary.
- score: 1
component ForecastVersionHistory
- file: src/cores/fa/components/ForecastVersionHistory.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast version history.
- score: 1
component ForecastVsActualTable
- file: src/cores/fa/components/ForecastVsActualTable.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for forecast vs actual table.
- score: 1
component Form1099DetailPage
- file: src/cores/fa/pages/Form1099DetailPage.tsx:60
- kind: component
- core: fa
- spec: (none)
- summary: Utility for form1099 detail page.
- score: 1
component Form1099ListPage
- file: src/cores/fa/pages/Form1099ListPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for form1099 list page.
- score: 1
component FunctionalExpensesMatrixPage
- file: src/cores/fa/pages/FunctionalExpensesMatrixPage.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for functional expenses matrix page.
- score: 1
component FunctionalExpensesPage
- file: src/cores/fa/pages/FunctionalExpensesPage.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for functional expenses page.
- score: 1
component FunctionalExpensesReport
- file: src/cores/fa/components/FunctionalExpensesReport.tsx:68
- kind: component
- core: fa
- spec: (none)
- summary: Utility for functional expenses report.
- score: 1
component FundBalanceTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:64
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for fund balance terminology.
- score: 2
component FundDialog
- file: src/cores/fa/components/FundDialog.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for fund dialog.
- score: 1
component FundRestrictionTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:119
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for fund restriction terminology.
- score: 2
component FundsPage
- file: src/cores/fa/pages/FundsPage.tsx:14
- kind: component
- core: fa
- spec: (none)
- summary: Utility for funds page.
- score: 1
component FundsTable
- file: src/cores/fa/components/FundsTable.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for funds table.
- score: 1
component GenerateTaxFormsDialog
- file: src/cores/fa/components/GenerateTaxFormsDialog.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for generate tax forms dialog.
- score: 1
component GLBalanceTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:57
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for General Ledger balance terminology.
- score: 2
component GlMigrationPage
- file: src/cores/fa/pages/GlMigrationPage.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for gl migration page.
- score: 1
component GLPostingIndicator
- file: src/cores/fa/components/GLPostingIndicator.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for glposting indicator.
- score: 1
component GLPostingStatusBadge
- file: src/cores/fa/components/GLPostingStatusBadge.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for glposting status badge.
- score: 1
component GrantCompliancePage
- file: src/cores/fa/pages/GrantCompliancePage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for grant compliance page.
- score: 1
component GrantComplianceReport
- file: src/cores/fa/components/GrantComplianceReport.tsx:48
- kind: component
- core: fa
- spec: (none)
- summary: Utility for grant compliance report.
- score: 1
component HistoricalComparisonReport
- file: src/cores/fa/components/reconciliation/HistoricalComparisonReport.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for historical comparison report.
- score: 1
component HistoricalSyncDialog
- file: src/cores/fa/components/HistoricalSyncDialog.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for historical sync dialog.
- score: 1
component IDCAllocationsTab
- file: src/cores/fa/components/cost-allocation/IDCAllocationsTab.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for idcallocations tab.
- score: 1
component IDCPoolsTab
- file: src/cores/fa/components/cost-allocation/IDCPoolsTab.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for idcpools tab.
- score: 1
component IDCRatesTab
- file: src/cores/fa/components/cost-allocation/IDCRatesTab.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for idcrates tab.
- score: 1
component ImportStatementStep
- file: src/cores/fa/wizards/bank-reconciliation/steps/ImportStatementStep.tsx:80
- kind: component
- core: fa
- spec: (none)
- summary: Utility for import statement step.
- score: 1
component IndirectCostHubPage
- file: src/cores/fa/pages/IndirectCostHubPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for indirect cost hub page.
- score: 1
component InterFundTransferForm
- file: src/cores/fa/components/InterFundTransferForm.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for inter fund transfer form.
- score: 1
component InterFundTransferPage
- file: src/cores/fa/pages/InterFundTransferPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for inter fund transfer page.
- score: 1
component InvestmentDetailPage
- file: src/cores/fa/pages/InvestmentDetailPage.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investment detail page.
- score: 1
component InvestmentDialog
- file: src/cores/fa/components/InvestmentDialog.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investment dialog.
- score: 1
component InvestmentForm
- file: src/cores/fa/components/InvestmentForm.tsx:54
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investment form.
- score: 1
component InvestmentsPage
- file: src/cores/fa/pages/InvestmentsPage.tsx:62
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investments page.
- score: 1
component InvestmentsTable
- file: src/cores/fa/components/InvestmentsTable.tsx:68
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investments table.
- score: 1
component InvestmentStatusBadge
- file: src/cores/fa/components/InvestmentStatusBadge.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for investment status badge.
- score: 1
component InvoiceCreatePage
- file: src/cores/fa/pages/InvoiceCreatePage.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice create page.
- score: 1
component InvoiceCreditHistory
- file: src/cores/fa/components/InvoiceCreditHistory.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice credit history.
- score: 1
component InvoiceDetailPage
- file: src/cores/fa/pages/InvoiceDetailPage.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice detail page.
- score: 1
component InvoiceForm
- file: src/cores/fa/components/InvoiceForm.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice form.
- score: 1
component InvoiceLineEditor
- file: src/cores/fa/components/InvoiceLineEditor.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice line editor.
- score: 1
component InvoicePaymentHistory
- file: src/cores/fa/components/InvoicePaymentHistory.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice payment history.
- score: 1
component InvoicesPage
- file: src/cores/fa/pages/InvoicesPage.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoices page.
- score: 1
component InvoicesTable
- file: src/cores/fa/components/InvoicesTable.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoices table.
- score: 1
component InvoiceStatusBadge
- file: src/cores/fa/components/InvoiceStatusBadge.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for invoice status badge.
- score: 1
component JournalEntriesPage
- file: src/cores/fa/pages/JournalEntriesPage.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entries page.
- score: 1
component JournalEntriesTable
- file: src/cores/fa/components/JournalEntriesTable.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entries table.
- score: 1
component JournalEntryAuditTrailReportPage
- file: src/cores/fa/pages/JournalEntryAuditTrailReportPage.tsx:198
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entry audit trail report page.
- score: 1
component JournalEntryCreatePage
- file: src/cores/fa/pages/JournalEntryCreatePage.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entry create page.
- score: 1
component JournalEntryDetailPage
- file: src/cores/fa/pages/JournalEntryDetailPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entry detail page.
- score: 1
component JournalEntryForm
- file: src/cores/fa/components/JournalEntryForm.tsx:56
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entry form.
- score: 1
component JournalEntryImportPage
- file: src/cores/fa/pages/JournalEntryImportPage.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal entry import page.
- score: 1
component JournalLineEditor
- file: src/cores/fa/components/JournalLineEditor.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for journal line editor.
- score: 1
component KPIPage
- file: src/cores/fa/pages/KPIPage.tsx:82
- kind: component
- core: fa
- spec: (none)
- summary: Utility for kpipage.
- score: 1
component KPITrendChart
- file: src/cores/fa/components/analytics/KPITrendChart.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for kpitrend chart.
- score: 1
component LedgerHubPage
- file: src/cores/fa/pages/LedgerHubPage.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for ledger hub page.
- score: 1
component LogCollectionActivityDialog
- file: src/cores/fa/components/LogCollectionActivityDialog.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for log collection activity dialog.
- score: 1
component ManualMatchDialog
- file: src/cores/fa/components/ManualMatchDialog.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for manual match dialog.
- score: 1
component ManualMatchStep
- file: src/cores/fa/wizards/bank-reconciliation/steps/ManualMatchStep.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for manual match step.
- score: 1
component MappingStep
- file: src/cores/fa/wizards/statement-template/steps/MappingStep.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Configures Chart-of-Accounts range mappings for each statement section.
- score: 2
component MatchedTransactionsTab
- file: src/cores/fa/components/reconciliation/MatchedTransactionsTab.tsx:15
- kind: component
- core: fa
- spec: (none)
- summary: Utility for matched transactions tab.
- score: 1
component MatchedTransactionsTable
- file: src/cores/fa/components/MatchedTransactionsTable.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for matched transactions table.
- score: 1
component MatchingAISettingsTab
- file: src/cores/fa/components/MatchingAISettingsTab.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for matching aisettings tab.
- score: 1
component MatchSelectedDialog
- file: src/cores/fa/components/reconciliation/MatchSelectedDialog.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for match selected dialog.
- score: 1
component MileageCalculator
- file: src/cores/fa/components/MileageCalculator.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for mileage calculator.
- score: 1
component ModifyRevenueScheduleDialog
- file: src/cores/fa/components/ModifyRevenueScheduleDialog.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Dialog to modify an active revenue schedule.
- score: 2
component OpenCommitmentsPage
- file: src/cores/fa/pages/OpenCommitmentsPage.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for open commitments page.
- score: 1
component OutstandingChecksReportPage
- file: src/cores/fa/pages/OutstandingChecksReportPage.tsx:12
- kind: component
- core: fa
- spec: (none)
- summary: Utility for outstanding checks report page.
- score: 1
component ParamsStep
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/ParamsStep.tsx:126
- kind: component
- core: fa
- spec: (none)
- summary: PF-41 standalone wrapper.
- score: 1
component ParamsStepFields
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/ParamsStep.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Step 2 — Schedule parameters (name, total, dates, optional GL accounts, notes).
- score: 2
component PayablesHubPage
- file: src/cores/fa/pages/PayablesHubPage.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Payables & Expenses hub page. Renders the procure-to-pay tab strip via theshared primitive.
- score: 2
component PaymentApplicationDialog
- file: src/cores/fa/components/PaymentApplicationDialog.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment application dialog.
- score: 1
component PaymentBatchCreatePage
- file: src/cores/fa/pages/PaymentBatchCreatePage.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment batch create page.
- score: 1
component PaymentBatchDetailPage
- file: src/cores/fa/pages/PaymentBatchDetailPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment batch detail page.
- score: 1
component PaymentBatchesPage
- file: src/cores/fa/pages/PaymentBatchesPage.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment batches page.
- score: 1
component PaymentPlanApprovalDialog
- file: src/cores/fa/components/PaymentPlanApprovalDialog.tsx:78
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plan approval dialog.
- score: 1
component PaymentPlanCreatePage
- file: src/cores/fa/pages/PaymentPlanCreatePage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plan create page.
- score: 1
component PaymentPlanDetailPage
- file: src/cores/fa/pages/PaymentPlanDetailPage.tsx:87
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plan detail page.
- score: 1
component PaymentPlanEditPage
- file: src/cores/fa/pages/PaymentPlanEditPage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plan edit page.
- score: 1
component PaymentPlanForm
- file: src/cores/fa/components/PaymentPlanForm.tsx:59
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plan form.
- score: 1
component PaymentPlansPage
- file: src/cores/fa/pages/PaymentPlansPage.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plans page.
- score: 1
component PaymentPlansTable
- file: src/cores/fa/components/PaymentPlansTable.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment plans table.
- score: 1
component PaymentStatusBadge
- file: src/cores/fa/components/PaymentStatusBadge.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for payment status badge.
- score: 1
component PendingBudgetApprovals
- file: src/cores/fa/components/PendingBudgetApprovals.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for pending budget approvals.
- score: 1
component PerDiemCalculator
- file: src/cores/fa/components/PerDiemCalculator.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for per diem calculator.
- score: 1
component PeriodCloseValidationWidget
- file: src/cores/fa/components/PeriodCloseValidationWidget.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for period close validation widget.
- score: 1
component PeriodPreviewStepFields
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/PeriodPreviewStep.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Step 3 — Fiscal period preview with editable per-period allocations.Auto-computes a straight-line allocation across periods that intersect. Users can overrideindividual amounts; sum must equal the total within tolerance.
- score: 2
component PeriodStatusToggle
- file: src/cores/fa/components/PeriodStatusToggle.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for period status toggle.
- score: 1
component PlaidAccountMappingDialog
- file: src/cores/fa/components/PlaidAccountMappingDialog.tsx:56
- kind: component
- core: fa
- spec: (none)
- summary: Dialog to select which Plaid accounts to connect and assign GL accounts.Submits to plaid-exchange-token with selected accounts and gl_account_id per account.
- score: 2
component PlaidApiUsageDashboard
- file: src/cores/fa/pages/PlaidApiUsageDashboard.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Plaid API Usage Dashboard page component.
- score: 2
component PlaidCategoryMappingFormDialog
- file: src/cores/fa/components/PlaidCategoryMappingFormDialog.tsx:63
- kind: component
- core: fa
- spec: (none)
- summary: Utility for plaid category mapping form dialog.
- score: 1
component PlaidCategoryMappingsTab
- file: src/cores/fa/components/PlaidCategoryMappingsTab.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for plaid category mappings tab.
- score: 1
component POAmendmentDialog
- file: src/cores/fa/components/POAmendmentDialog.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for poamendment dialog.
- score: 1
component POAmendmentHistory
- file: src/cores/fa/components/POAmendmentHistory.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for poamendment history.
- score: 1
component POForm
- file: src/cores/fa/components/POForm.tsx:50
- kind: component
- core: fa
- spec: (none)
- summary: Utility for poform.
- score: 1
component POLineEditor
- file: src/cores/fa/components/POLineEditor.tsx:49
- kind: component
- core: fa
- spec: (none)
- summary: Utility for poline editor.
- score: 1
component POLinkSelector
- file: src/cores/fa/components/POLinkSelector.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for polink selector.
- score: 1
component POReceiptHistory
- file: src/cores/fa/components/POReceiptHistory.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for poreceipt history.
- score: 1
component POsTable
- file: src/cores/fa/components/POsTable.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for pos table.
- score: 1
component POStatusBadge
- file: src/cores/fa/components/POStatusBadge.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for postatus badge.
- score: 1
component PostReimbursementToGLDialog
- file: src/cores/fa/components/PostReimbursementToGLDialog.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for post reimbursement to gldialog.
- score: 1
component PostToGLDialog
- file: src/cores/fa/components/PostToGLDialog.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for post to gldialog.
- score: 1
component ProcessRecognitionDialog
- file: src/cores/fa/components/ProcessRecognitionDialog.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Dialog to trigger revenue recognition processing for a selected period.
- score: 2
component ProgramDialog
- file: src/cores/fa/components/ProgramDialog.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for program dialog.
- score: 1
component ProgramsPage
- file: src/cores/fa/pages/ProgramsPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for programs page.
- score: 1
component ProgramsTable
- file: src/cores/fa/components/ProgramsTable.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for programs table.
- score: 1
component ProjectBudgetLineForm
- file: src/cores/fa/components/projects/ProjectBudgetLineForm.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project budget line form.
- score: 1
component ProjectBudgetTab
- file: src/cores/fa/components/projects/ProjectBudgetTab.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project budget tab.
- score: 1
component ProjectCreatePage
- file: src/cores/fa/pages/ProjectCreatePage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project create page.
- score: 1
component ProjectDetailPage
- file: src/cores/fa/pages/ProjectDetailPage.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project detail page.
- score: 1
component ProjectDrawdownsTab
- file: src/cores/fa/components/projects/ProjectDrawdownsTab.tsx:69
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project drawdowns tab.
- score: 1
component ProjectEditPage
- file: src/cores/fa/pages/ProjectEditPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project edit page.
- score: 1
component ProjectExpenseForm
- file: src/cores/fa/components/projects/ProjectExpenseForm.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project expense form.
- score: 1
component ProjectExpensesTab
- file: src/cores/fa/components/projects/ProjectExpensesTab.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project expenses tab.
- score: 1
component ProjectForm
- file: src/cores/fa/components/projects/ProjectForm.tsx:93
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project form.
- score: 1
component ProjectRevenueForm
- file: src/cores/fa/components/projects/ProjectRevenueForm.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project revenue form.
- score: 1
component ProjectRevenueTab
- file: src/cores/fa/components/projects/ProjectRevenueTab.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project revenue tab.
- score: 1
component ProjectsPage
- file: src/cores/fa/pages/ProjectsPage.tsx:48
- kind: component
- core: fa
- spec: (none)
- summary: Utility for projects page.
- score: 1
component ProjectsTable
- file: src/cores/fa/components/projects/ProjectsTable.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for projects table.
- score: 1
component ProjectStatusBadge
- file: src/cores/fa/components/projects/ProjectStatusBadge.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project status badge.
- score: 1
component ProjectSummaryCard
- file: src/cores/fa/components/projects/ProjectSummaryCard.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project summary card.
- score: 1
component ProjectTypeBadge
- file: src/cores/fa/components/projects/ProjectTypeBadge.tsx:67
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project type badge.
- score: 1
component ProjectUtilizationBar
- file: src/cores/fa/components/projects/ProjectUtilizationBar.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for project utilization bar.
- score: 1
component PurchaseOrderCreatePage
- file: src/cores/fa/pages/PurchaseOrderCreatePage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for purchase order create page.
- score: 1
component PurchaseOrderDetailPage
- file: src/cores/fa/pages/PurchaseOrderDetailPage.tsx:41
- kind: component
- core: fa
- spec: (none)
- summary: Utility for purchase order detail page.
- score: 1
component PurchaseOrdersPage
- file: src/cores/fa/pages/PurchaseOrdersPage.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for purchase orders page.
- score: 1
component RampConnectionCard
- file: src/cores/fa/components/RampConnectionCard.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for ramp connection card.
- score: 1
component ReceiptCreatePage
- file: src/cores/fa/pages/ReceiptCreatePage.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt create page.
- score: 1
component ReceiptDetailPage
- file: src/cores/fa/pages/ReceiptDetailPage.tsx:15
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt detail page.
- score: 1
component ReceiptForm
- file: src/cores/fa/components/ReceiptForm.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt form.
- score: 1
component ReceiptLineEditor
- file: src/cores/fa/components/ReceiptLineEditor.tsx:32
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt line editor.
- score: 1
component ReceiptsPage
- file: src/cores/fa/pages/ReceiptsPage.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipts page.
- score: 1
component ReceiptsTable
- file: src/cores/fa/components/ReceiptsTable.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipts table.
- score: 1
component ReceiptStatusBadge
- file: src/cores/fa/components/ReceiptStatusBadge.tsx:15
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt status badge.
- score: 1
component ReceiptThumbnail
- file: src/cores/fa/components/ReceiptThumbnail.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt thumbnail.
- score: 1
component ReceiptUpload
- file: src/cores/fa/components/ReceiptUpload.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receipt upload.
- score: 1
component ReceiptViewer
- file: src/cores/fa/components/ReceiptViewer.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Receipt Viewer ComponentDisplays a receipt image or PDF in a dialog with download and external open options.
- params:
- props — Component props - : Whether the dialog is open - : Callback when dialog open state changes - : The URL of the receipt to display - : The name of the receipt file
- returns: JSX.Element - A dialog displaying the receipt
- score: 2
component ReceivablesHubPage
- file: src/cores/fa/pages/ReceivablesHubPage.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for receivables hub page.
- score: 1
component RecognitionByPeriodReportPage
- file: src/cores/fa/pages/RecognitionByPeriodReportPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Recognition by Period report page.
- score: 1
component ReconciliationAdjustmentsTable
- file: src/cores/fa/components/ReconciliationAdjustmentsTable.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation adjustments table.
- score: 1
component ReconciliationDashboard
- file: src/cores/fa/components/ReconciliationDashboard.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation dashboard.
- score: 1
component ReconciliationDetailPage
- file: src/cores/fa/pages/ReconciliationDetailPage.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Bank reconciliation detail page: summary/unmatched/matched/adjustments/reportstabs plus an AI assistant panel (narrative + summary memo) and exports.
- score: 2
component ReconciliationReportPage
- file: src/cores/fa/pages/ReconciliationReportPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation report page.
- score: 1
component ReconciliationReportsTab
- file: src/cores/fa/components/reconciliation/ReconciliationReportsTab.tsx:12
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation reports tab.
- score: 1
component ReconciliationsPage
- file: src/cores/fa/pages/ReconciliationsPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliations page.
- score: 1
component ReconciliationStatusBadge
- file: src/cores/fa/components/ReconciliationStatusBadge.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation status badge.
- score: 1
component ReconciliationSummaryCard
- file: src/cores/fa/components/ReconciliationSummaryCard.tsx:14
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation summary card.
- score: 1
component ReconciliationVarianceTrend
- file: src/cores/fa/components/reconciliation/ReconciliationVarianceTrend.tsx:67
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reconciliation variance trend.
- score: 1
component RecurringEntriesPage
- file: src/cores/fa/pages/RecurringEntriesPage.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring entries page.
- score: 1
component RecurringEntryDialog
- file: src/cores/fa/components/RecurringEntryDialog.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring entry dialog.
- score: 1
component RecurringInvoiceCreatePage
- file: src/cores/fa/pages/RecurringInvoiceCreatePage.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Default export consumed by the lazy route loader. Renders the wizardin mode.
- score: 2
component RecurringInvoiceDetailPage
- file: src/cores/fa/pages/RecurringInvoiceDetailPage.tsx:57
- kind: component
- core: fa
- spec: (none)
- summary: Page component that displays full details and generation history for a recurring invoice template.
- score: 2
component RecurringInvoiceEditPage
- file: src/cores/fa/pages/RecurringInvoiceEditPage.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Default export consumed by the lazy route loader. Renders the wizardin mode and lets the wizard read via .
- score: 2
component RecurringInvoiceForm
- file: src/cores/fa/components/RecurringInvoiceForm.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring invoice form.
- score: 1
component RecurringInvoiceLineEditor
- file: src/cores/fa/components/RecurringInvoiceLineEditor.tsx:43
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring invoice line editor.
- score: 1
component RecurringInvoiceSetupWizardPage
- file: src/cores/fa/wizards/recurring-invoice-setup/RecurringInvoiceSetupWizardPage.tsx:224
- kind: component
- core: fa
- spec: (none)
- summary: Default-exported route page. Renders the wizard inside its provider onceorganization context is available; shows an otherwise so wenever tear down the context mid-render.
- score: 2
component RecurringInvoicesPage
- file: src/cores/fa/pages/RecurringInvoicesPage.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring invoices page.
- score: 1
component RecurringInvoicesTable
- file: src/cores/fa/components/RecurringInvoicesTable.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring invoices table.
- score: 1
component RecurringInvoiceWizardProvider
- file: src/cores/fa/wizards/recurring-invoice-setup/RecurringInvoiceWizardProvider.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Provider for the FA-UX-12 wizard. Wrap the host with thisso that step components can read and update the shared draft.
- score: 2
component RecurringTemplateFormDialog
- file: src/cores/fa/components/RecurringTemplateFormDialog.tsx:65
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring template form dialog.
- score: 1
component RecurringTransactionTemplatesTab
- file: src/cores/fa/components/RecurringTransactionTemplatesTab.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for recurring transaction templates tab.
- score: 1
component ReimbursementPaymentDetailPage
- file: src/cores/fa/pages/ReimbursementPaymentDetailPage.tsx:47
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reimbursement payment detail page.
- score: 1
component ReimbursementPaymentsPage
- file: src/cores/fa/pages/ReimbursementPaymentsPage.tsx:53
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reimbursement payments page.
- score: 1
component Report1099Page
- file: src/cores/fa/pages/Report1099Page.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report1099 page.
- score: 1
component ReportAnnotationButton
- file: src/cores/fa/components/ReportAnnotation.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report annotation button.
- score: 1
component ReportBasisToggle
- file: src/cores/fa/components/ReportBasisToggle.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report basis toggle.
- score: 1
component ReportExportButtons
- file: src/cores/fa/components/ReportExportButtons.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report export buttons.
- score: 1
component ReportFilters
- file: src/cores/fa/components/ReportFilters.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report filters.
- score: 1
component ReportHeader
- file: src/cores/fa/components/ReportHeader.tsx:14
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report header.
- score: 1
component ReportNarrativeCard
- file: src/cores/fa/components/reports/ReportNarrativeCard.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: FA Lane Q: a reusable card that generates an AI executive-summary narrative fora financial report via the edge function. Rendersnothing unless FA AI is enabled for the org (useAIModuleEnabled(‘fa’)). Thenarrative is a draft for human review — always verify before sharing.
- score: 2
component ReportRecipientsEditor
- file: src/cores/fa/components/ReportRecipientsEditor.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report recipients editor.
- score: 1
component ReportRefreshButton
- file: src/cores/fa/components/ReportRefreshButton.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report refresh button.
- score: 1
component ReportRunDetailDialog
- file: src/cores/fa/components/ReportRunDetailDialog.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report run detail dialog.
- score: 1
component ReportRunsPage
- file: src/cores/fa/pages/ReportRunsPage.tsx:13
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report runs page.
- score: 1
component ReportRunsTable
- file: src/cores/fa/components/ReportRunsTable.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report runs table.
- score: 1
component ReportScheduleCard
- file: src/cores/fa/components/ReportScheduleCard.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report schedule card.
- score: 1
component ReportScheduleDialog
- file: src/cores/fa/components/ReportScheduleDialog.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report schedule dialog.
- score: 1
component ReportScheduleForm
- file: src/cores/fa/components/ReportScheduleForm.tsx:48
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report schedule form.
- score: 1
component ReportSchedulesPage
- file: src/cores/fa/pages/ReportSchedulesPage.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report schedules page.
- score: 1
component ReportsPage
- file: src/cores/fa/pages/ReportsPage.tsx:102
- kind: component
- core: fa
- spec: (none)
- summary: Utility for reports page.
- score: 1
component ReportTooltip
- file: src/cores/fa/components/BalanceTermsTooltips.tsx:141
- kind: component
- core: fa
- spec: (none)
- summary: Displays contextual help for report-specific balance terms.
- score: 2
component ReportVersionHistorySheet
- file: src/cores/fa/components/ReportVersionHistorySheet.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for report version history sheet.
- score: 1
component RevenueContractDialog
- file: src/cores/fa/components/RevenueContractDialog.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Dialog wrapper for the revenue contract form.
- score: 2
component RevenueContractForm
- file: src/cores/fa/components/RevenueContractForm.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Revenue contract create/edit form.
- score: 2
component RevenueContractsPage
- file: src/cores/fa/pages/RevenueContractsPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Revenue contracts list page.
- score: 1
component RevenueMilestonesDialog
- file: src/cores/fa/components/RevenueMilestonesDialog.tsx:42
- kind: component
- core: fa
- spec: (none)
- summary: Dialog to manage milestones for a single schedule.
- score: 2
component RevenueRecognitionsPage
- file: src/cores/fa/pages/RevenueRecognitionsPage.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Revenue recognitions list page.
- score: 2
component RevenueReportsHubPage
- file: src/cores/fa/pages/RevenueReportsHubPage.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Revenue Reports hub page.
- score: 1
component RevenueScheduleDialog
- file: src/cores/fa/components/RevenueScheduleDialog.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Dialog wrapper for the revenue schedule form.
- score: 2
component RevenueScheduleForm
- file: src/cores/fa/components/RevenueScheduleForm.tsx:33
- kind: component
- core: fa
- spec: (none)
- summary: Revenue schedule create/edit form.
- score: 2
component RevenueSchedulesPage
- file: src/cores/fa/pages/RevenueSchedulesPage.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Revenue schedules list page.
- score: 1
component RevenueScheduleWizardDialog
- file: src/cores/fa/wizards/revenue-schedule-creation/RevenueScheduleWizardDialog.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: FA-UX-15: Guided 4-step dialog for creating a revenue schedule( insert + period allocation preview).Source defaults are auto-applied when the user picks a contract or invoice(schedule name + total + dates), but remain user-editable.
- score: 2
component RevenueScheduleWizardProvider
- file: src/cores/fa/wizards/revenue-schedule-creation/RevenueScheduleWizardProvider.tsx:7
- kind: component
- core: fa
- spec: (none)
- summary: Provider for FA-UX-15 revenue schedule creation wizard state.
- score: 2
component RevenueTrendChart
- file: src/cores/fa/components/analytics/RevenueTrendChart.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for revenue trend chart.
- score: 1
component ReverseRecognitionDialog
- file: src/cores/fa/components/ReverseRecognitionDialog.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Dialog to reverse a posted recognition.
- score: 2
component ReviewFinalizeStep
- file: src/cores/fa/wizards/statement-template/steps/ReviewFinalizeStep.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Renders the read-only review and validation summary before template submission.
- score: 2
component ReviewMatchesStep
- file: src/cores/fa/wizards/bank-reconciliation/steps/ReviewMatchesStep.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for review matches step.
- score: 1
component ReviewSubmitStep
- file: src/cores/fa/wizards/budget-creation/steps/ReviewSubmitStep.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Review & Submit StepRead-only summary of budget header and totals with approval submission option.
- score: 2
component ReviewTasksStep
- file: src/cores/fa/wizards/financial-close-setup/steps/ReviewTasksStep.tsx:34
- kind: component
- core: fa
- spec: (none)
- summary: Utility for review tasks step.
- score: 1
component RollingForecastDetailPage
- file: src/cores/fa/pages/RollingForecastDetailPage.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecast detail page.
- score: 1
component RollingForecastEditPage
- file: src/cores/fa/pages/RollingForecastEditPage.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecast edit page.
- score: 1
component RollingForecastForm
- file: src/cores/fa/components/RollingForecastForm.tsx:100
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecast form.
- score: 1
component RollingForecastNewPage
- file: src/cores/fa/pages/RollingForecastNewPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecast new page.
- score: 1
component RollingForecastsPage
- file: src/cores/fa/pages/RollingForecastsPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecasts page.
- score: 1
component RollingForecastsTable
- file: src/cores/fa/components/RollingForecastsTable.tsx:38
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rolling forecasts table.
- score: 1
component RuleConditionsStep
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleConditionsStep.tsx:186
- kind: component
- core: fa
- spec: (none)
- summary: PF-41 “Conditions & priority” step; uses wizard context when available.
- returns: Conditions fields from context, or guidance text when rendered standalone.
- score: 2
component RuleConditionsStepFields
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleConditionsStep.tsx:61
- kind: component
- core: fa
- spec: (none)
- summary: Step 2 fields: scope (all / department / employee), selectors, evaluation priority.
- params:
- organizationId — Tenant used for department and employee picklists.
- draft — Current wizard draft.
- setDraft — React state setter for the draft.
- errors — Field-level errors from step-1 validation ().
- returns: Rendered condition and priority controls.
- score: 2
component RuleConfirmStep
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleConfirmStep.tsx:89
- kind: component
- core: fa
- spec: (none)
- summary: PF-41 “Review & confirm” step; uses wizard context when available.
- returns: Confirm fields from context, or guidance text when rendered standalone.
- score: 2
component RuleConfirmStepFields
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleConfirmStep.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Review & confirm UI: summary of draft fields plus active toggle.
- params:
- draft — Current wizard draft to display.
- setDraft — Updates draft (e.g. from the switch).
- returns: Rendered review card and active toggle.
- score: 2
component RuleDefineStep
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleDefineStep.tsx:158
- kind: component
- core: fa
- spec: (none)
- summary: PF-41-backed “Rule definition” step; reads wizard context when rendered inside the dialog shell.
- returns: Step content or a short fallback message when used outside .
- score: 2
component RuleDefineStepFields
- file: src/cores/fa/wizards/expense-policy-rule/steps/RuleDefineStep.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Step 1 fields: rule name, type, type-specific amounts, optional category scope.
- params:
- draft — Current wizard draft.
- setDraft — React state setter for the draft.
- errors — Field-level errors from step-0 validation ().
- returns: Rendered form controls for the “Rule definition” wizard step.
- score: 2
component RuleTestPreview
- file: src/cores/fa/components/RuleTestPreview.tsx:70
- kind: component
- core: fa
- spec: (none)
- summary: Utility for rule test preview.
- score: 1
component RunDepreciationDialog
- file: src/cores/fa/components/RunDepreciationDialog.tsx:45
- kind: component
- core: fa
- spec: (none)
- summary: Utility for run depreciation dialog.
- score: 1
component SaveCoATemplateDialog
- file: src/cores/fa/components/SaveCoATemplateDialog.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Dialog for capturing the current CoA into a new fa_coa_templates row.
- score: 2
component SaveReportDialog
- file: src/cores/fa/components/SaveReportDialog.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for save report dialog.
- score: 1
component ScanBillDialog
- file: src/cores/fa/components/ScanBillDialog.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: FA Lane Q (#1629): “Scan bill with AI” affordance for the bill-create surface.Renders nothing unless FA AI is enabled for the org (useAIModuleEnabled(‘fa’)).The user uploads a vendor invoice; the hook OCRsit through the shared edge function into afield-constrained shape. The result is handed back to the form for humanreview/edit before save — this dialog never persists anything itself.
- score: 2
component ScenarioBudgetLineEditor
- file: src/cores/fa/components/ScenarioBudgetLineEditor.tsx:69
- kind: component
- core: fa
- spec: (none)
- summary: Utility for scenario budget line editor.
- score: 1
component ScenarioComparisonView
- file: src/cores/fa/components/ScenarioComparisonView.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for scenario comparison view.
- score: 1
component ScenarioCopyFromBudgetDialog
- file: src/cores/fa/components/ScenarioCopyFromBudgetDialog.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for scenario copy from budget dialog.
- score: 1
component ScenarioStatusBadge
- file: src/cores/fa/components/ScenarioStatusBadge.tsx:21
- kind: component
- core: fa
- spec: (none)
- summary: Utility for scenario status badge.
- score: 1
component ScenarioTypeBadge
- file: src/cores/fa/components/ScenarioTypeBadge.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for scenario type badge.
- score: 1
component SectionsStep
- file: src/cores/fa/wizards/statement-template/steps/SectionsStep.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Renders the section/group definition step for FA statement templates.
- score: 2
component SelectAccountStep
- file: src/cores/fa/wizards/bank-reconciliation/steps/SelectAccountStep.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for select account step.
- score: 1
component SelectTemplateStep
- file: src/cores/fa/wizards/financial-close-setup/steps/SelectTemplateStep.tsx:23
- kind: component
- core: fa
- spec: (none)
- summary: Utility for select template step.
- score: 1
component SendCollectionNoticeDialog
- file: src/cores/fa/components/SendCollectionNoticeDialog.tsx:39
- kind: component
- core: fa
- spec: (none)
- summary: Utility for send collection notice dialog.
- score: 1
component SourceStep
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/SourceStep.tsx:158
- kind: component
- core: fa
- spec: (none)
- summary: PF-41 wrapper used when the step is rendered standalone via. Pulls + draft from context.
- score: 2
component SourceStepFields
- file: src/cores/fa/wizards/revenue-schedule-creation/steps/SourceStep.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Step 1 — Source selection.Pick one revenue contract OR one invoice. Selection auto-populates thedefault name + amount + dates in step 2 (handled by the dialog host).
- score: 2
component StatementImportDialog
- file: src/cores/fa/components/StatementImportDialog.tsx:44
- kind: component
- core: fa
- spec: (none)
- summary: Utility for statement import dialog.
- score: 1
component StatementLinesPreview
- file: src/cores/fa/components/StatementLinesPreview.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for statement lines preview.
- score: 1
component StatementOfActivitiesPage
- file: src/cores/fa/pages/StatementOfActivitiesPage.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Utility for statement of activities page.
- score: 1
component StatementOfActivitiesReport
- file: src/cores/fa/components/StatementOfActivitiesReport.tsx:52
- kind: component
- core: fa
- spec: (none)
- summary: Utility for statement of activities report.
- score: 1
component StatementTemplateWizardPage
- file: src/cores/fa/wizards/statement-template/StatementTemplateWizardPage.tsx:259
- kind: component
- core: fa
- spec: (none)
- summary: Default-exported route page. Hydrates the draft synchronously on mountso unsaved work survives a refresh.
- score: 2
component StatementTemplateWizardProvider
- file: src/cores/fa/wizards/statement-template/StatementTemplateWizardProvider.tsx:40
- kind: component
- core: fa
- spec: (none)
- summary: Provider for FA-UX-13. Wrap the host so step componentscan read and update the shared draft.
- score: 2
component StatementTypeStep
- file: src/cores/fa/wizards/statement-template/steps/StatementTypeStep.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Captures the statement type and display name for a new or edited template.
- score: 2
component TaxComplianceDashboard
- file: src/cores/fa/pages/TaxComplianceDashboard.tsx:19
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax compliance dashboard.
- score: 1
component TaxDistributionPage
- file: src/cores/fa/pages/TaxDistributionPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax distribution page.
- score: 1
component TaxReportDetailPage
- file: src/cores/fa/pages/TaxReportDetailPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax report detail page.
- score: 1
component TaxReportsPage
- file: src/cores/fa/pages/TaxReportsPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax reports page.
- score: 1
component TaxYearDetailPage
- file: src/cores/fa/pages/TaxYearDetailPage.tsx:18
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax year detail page.
- score: 1
component TaxYearsPage
- file: src/cores/fa/pages/TaxYearsPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for tax years page.
- score: 1
component TemplateCard
- file: src/cores/fa/components/TemplateCard.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template card.
- score: 1
component TemplateExportDialog
- file: src/cores/fa/components/TemplateExportDialog.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template export dialog.
- score: 1
component TemplateImportDialog
- file: src/cores/fa/components/TemplateImportDialog.tsx:31
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template import dialog.
- score: 1
component TemplateLibraryPage
- file: src/cores/fa/pages/TemplateLibraryPage.tsx:26
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template library page.
- score: 1
component TemplatePreviewDialog
- file: src/cores/fa/components/TemplatePreviewDialog.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template preview dialog.
- score: 1
component TemplateSharingBadge
- file: src/cores/fa/components/TemplateSharingBadge.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for template sharing badge.
- score: 1
component TestTransferUIPage
- file: src/cores/fa/pages/TestTransferUIPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for test transfer uipage.
- score: 1
component ThreeWayMatchIndicator
- file: src/cores/fa/components/ThreeWayMatchIndicator.tsx:15
- kind: component
- core: fa
- spec: (none)
- summary: Utility for three way match indicator.
- score: 1
component ThreeWayMatchSummary
- file: src/cores/fa/components/ThreeWayMatchSummary.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for three way match summary.
- score: 1
component TransactionCategoryChart
- file: src/cores/fa/components/TransactionCategoryChart.tsx:35
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction category chart.
- score: 1
component TransactionFilters
- file: src/cores/fa/components/TransactionFilters.tsx:66
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction filters.
- score: 1
component TransactionRuleForm
- file: src/cores/fa/components/TransactionRuleForm.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction rule form.
- score: 1
component TransactionRulesList
- file: src/cores/fa/components/TransactionRulesList.tsx:142
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction rules list.
- score: 1
component TransactionRulesPage
- file: src/cores/fa/pages/TransactionRulesPage.tsx:28
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction rules page.
- score: 1
component TransactionRulesTab
- file: src/cores/fa/components/TransactionRulesTab.tsx:24
- kind: component
- core: fa
- spec: (none)
- summary: Utility for transaction rules tab.
- score: 1
component TrendAnalysisPage
- file: src/cores/fa/pages/TrendAnalysisPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for trend analysis page.
- score: 1
component TrialBalanceReport
- file: src/cores/fa/components/TrialBalanceReport.tsx:30
- kind: component
- core: fa
- spec: (none)
- summary: Utility for trial balance report.
- score: 1
component TrialBalanceTable
- file: src/cores/fa/components/TrialBalanceTable.tsx:58
- kind: component
- core: fa
- spec: (none)
- summary: Utility for trial balance table.
- score: 1
component UnmatchedBankLinesTable
- file: src/cores/fa/components/UnmatchedBankLinesTable.tsx:22
- kind: component
- core: fa
- spec: (none)
- summary: Selectable table of unmatched bank statement lines with AI categorizationsuggestions (accept/reject) and anomaly badges per line.
- score: 2
component UnmatchedGLLinesTable
- file: src/cores/fa/components/UnmatchedGLLinesTable.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for unmatched gllines table.
- score: 1
component UnmatchedTransactionsTab
- file: src/cores/fa/components/reconciliation/UnmatchedTransactionsTab.tsx:36
- kind: component
- core: fa
- spec: (none)
- summary: Utility for unmatched transactions tab.
- score: 1
component UnpostedEntriesReportPage
- file: src/cores/fa/pages/UnpostedEntriesReportPage.tsx:158
- kind: component
- core: fa
- spec: (none)
- summary: Utility for unposted entries report page.
- score: 1
component UserAssignmentSelector
- file: src/cores/fa/components/UserAssignmentSelector.tsx:27
- kind: component
- core: fa
- spec: (none)
- summary: Utility for user assignment selector.
- score: 1
component UtilizationBadge
- file: src/cores/fa/components/UtilizationBadge.tsx:16
- kind: component
- core: fa
- spec: (none)
- summary: Utility for utilization badge.
- score: 1
component VarianceAnalysisPage
- file: src/cores/fa/pages/VarianceAnalysisPage.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for variance analysis page.
- score: 1
component VarianceChart
- file: src/cores/fa/components/analytics/VarianceChart.tsx:37
- kind: component
- core: fa
- spec: (none)
- summary: Utility for variance chart.
- score: 1
component VarianceChart
- file: src/cores/fa/components/VarianceChart.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for variance chart.
- score: 1
component VendorDetailPage
- file: src/cores/fa/pages/VendorDetailPage.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for vendor detail page.
- score: 1
component VendorDialog
- file: src/cores/fa/components/VendorDialog.tsx:20
- kind: component
- core: fa
- spec: (none)
- summary: Utility for vendor dialog.
- score: 1
component VendorForm
- file: src/cores/fa/components/VendorForm.tsx:25
- kind: component
- core: fa
- spec: (none)
- summary: Utility for vendor form.
- score: 1
component VendorsPage
- file: src/cores/fa/pages/VendorsPage.tsx:51
- kind: component
- core: fa
- spec: (none)
- summary: Utility for vendors page.
- score: 1
component VendorsTable
- file: src/cores/fa/components/VendorsTable.tsx:29
- kind: component
- core: fa
- spec: (none)
- summary: Utility for vendors table.
- score: 1
component W2FormDetailPage
- file: src/cores/fa/pages/W2FormDetailPage.tsx:46
- kind: component
- core: fa
- spec: (none)
- summary: Utility for w2 form detail page.
- score: 1
component W2FormsPage
- file: src/cores/fa/pages/W2FormsPage.tsx:17
- kind: component
- core: fa
- spec: (none)
- summary: Utility for w2 forms page.
- score: 1
Functions & utilities
function aggregateByAccountType
- file: src/cores/fa/utils/cashPositionUtils.ts:86
- kind: function
- core: fa
- spec: (none)
- summary: Aggregates bank account balances by account type into cash buckets.Only includes active accounts.
- score: 4
function aggregateCashByFund
- file: src/cores/fa/utils/cashPositionUtils.ts:113
- kind: function
- core: fa
- spec: (none)
- summary: Aggregates cash balances by fund ID.Returns a map of fund_id - total balance.Accounts without a fund_id are grouped under ‘unassigned’.
- score: 4
function aggregateInvoicesByARAgingBucket
- file: src/cores/fa/utils/agingBuckets.ts:128
- kind: function
- core: fa
- spec: (none)
- summary: Aggregate a list of invoices into AR aging buckets.Pure function — accepts pre-fetched data, no DB calls.
- score: 4
function allocateStraightLine
- file: src/cores/fa/lib/revenueScheduleAllocation.ts:73
- kind: function
- core: fa
- spec: (none)
- summary: Allocate straight-line across based on each period’sday intersection with . Rounds to 2 decimals; residualis added to the last allocated period so the sum equals the input total.Returns an empty array if no periods intersect or .
- score: 4
function analyzeHistoricalPatterns
- file: src/cores/fa/utils/cashForecastUtils.ts:113
- kind: function
- core: fa
- spec: (none)
- summary: Analyzes historical cash positions to extract patterns.Returns average flows, seasonality factors, and volatility.
- score: 4
function BillApprovalActions
- file: src/cores/fa/components/BillApprovalActions.tsx:21
- kind: function
- core: fa
- spec: (none)
- summary: Utility for bill approval actions.
- score: 1
function blendForecasts
- file: src/cores/fa/utils/cashForecastUtils.ts:292
- kind: function
- core: fa
- spec: (none)
- summary: Blends historical and budget-based forecasts.Uses weighted average based on budgetWeight (0 = all historical, 1 = all budget).
- score: 4
function bucketImbalance
- file: src/cores/fa/wizards/statement-template/lib/tolerance.ts:36
- kind: function
- core: fa
- spec: (none)
- summary: Bucket the imbalance for analytics (D-9): never log raw amounts.
- score: 4
function buildApprovalRequestInsert
- file: src/cores/fa/wizards/recurring-invoice-setup/lib/buildRecurringInvoicePayload.ts:188
- kind: function
- core: fa
- spec: (none)
- summary: Build the FW-03 approval-request insert for a high-risk payment plan.Payload is intentionally PII-free: only the recurring template id,frequency, plan total, installment count, and the threshold the plancrossed.
- score: 4
function buildBalanceSheetPdf
- file: src/cores/fa/utils/statementPdfExport.ts:18
- kind: function
- core: fa
- spec: (none)
- summary: Build Balance Sheet PDF content with ASC 958 net asset sub-grouping.
- score: 4
function buildCustomTemplate
- file: src/cores/fa/lib/dbCoaTemplateDefinition.ts:153
- kind: function
- core: fa
- spec: (none)
- summary: Produce a runtime CoATemplate from a DB row. Accepts the row’s metadatacolumns plus the parsed definition.
- score: 4
function buildDbTemplateId
- file: src/cores/fa/data/coaTemplates.ts:142
- kind: function
- core: fa
- spec: (none)
- summary: Build a stable template id for a DB row.
- score: 4
function buildDefinitionFromTemplate
- file: src/cores/fa/lib/dbCoaTemplateDefinition.ts:130
- kind: function
- core: fa
- spec: (none)
- summary: Build a CoATemplate definition payload from an in-memory template.Strips metadata columns and undefined optional arrays.
- score: 4
function buildExpenseRuleRpcPayload
- file: src/cores/fa/schemas/expensePolicyRuleWizardSchema.ts:208
- kind: function
- core: fa
- spec: (none)
- summary: Builds the JSON payload expected by from a validated wizard draft.
- params:
- draft — Wizard draft (caller should run full Zod parse before RPC when enforcing server rules).
- returns: object passed as to the RPC.
- score: 4
function buildFinancialStatementContent
- file: src/cores/fa/templates/financial-statement-content.ts:16
- kind: function
- core: fa
- spec: (none)
- summary: Build financial statements document content for PDF generation (PF-64).
- score: 4
function buildFunctionalExpensesPdf
- file: src/cores/fa/utils/statementPdfExport.ts:177
- kind: function
- core: fa
- spec: (none)
- summary: Build Functional Expenses PDF content in matrix format.
- score: 4
function buildInvoiceContent
- file: src/cores/fa/templates/invoice-content.ts:85
- kind: function
- core: fa
- spec: (none)
- summary: Build invoice document content for PDF generation (PF-64 generate-templated-pdf).Payment account/routing are always masked in output; use includeUnmaskedPayment only whenthe caller has fa.payments.view_sensitive and uses a secure delivery channel.
- score: 4
function buildKPISnapshots
- file: src/cores/fa/hooks/useKPIs.ts:131
- kind: function
- core: fa
- spec: (none)
- summary: Build KPI snapshots from definitions + latest history
- score: 4
function buildPaymentReceiptContent
- file: src/cores/fa/templates/payment-receipt-content.ts:17
- kind: function
- core: fa
- spec: (none)
- summary: Build payment receipt document content for PDF generation (PF-64).
- score: 4
function buildPurchaseOrderContent
- file: src/cores/fa/templates/purchase-order-content.ts:35
- kind: function
- core: fa
- spec: (none)
- summary: Build purchase order document content for PDF generation (PF-64).
- score: 4
function buildStatementOfActivitiesPdf
- file: src/cores/fa/utils/statementPdfExport.ts:105
- kind: function
- core: fa
- spec: (none)
- summary: Build Statement of Activities PDF content with multi-column restriction layout.
- score: 4
function calcPlanTotal
- file: src/cores/fa/wizards/recurring-invoice-setup/lib/buildRecurringInvoicePayload.ts:69
- kind: function
- core: fa
- spec: (none)
- summary: Sum installment amounts as a decimal Number. Returns 0 when the plan isdisabled or empty. Used both for and forthe FW-03 high-risk threshold comparison.
- score: 4
function calculateBucketVariance
- file: src/cores/fa/utils/cashPositionUtils.ts:216
- kind: function
- core: fa
- spec: (none)
- summary: Calculates variance for a specific cash bucket.
- score: 4
function calculateCashPosition
- file: src/cores/fa/utils/cashPositionUtils.ts:132
- kind: function
- core: fa
- spec: (none)
- summary: Main cash position calculation function.Mirrors the fa_calculate_cash_position() database function logic.
- score: 4
function calculateCashVariance
- file: src/cores/fa/utils/cashPositionUtils.ts:191
- kind: function
- core: fa
- spec: (none)
- summary: Calculates variance between current and previous cash positions.Returns amount difference, percentage change, and direction indicator.
- score: 4
function calculateDSO
- file: src/cores/fa/utils/agingBuckets.ts:160
- kind: function
- core: fa
- spec: (none)
- summary: Simplified Days Sales Outstanding.Real DSO would require revenue data from GL; this is a rough estimate.
- score: 4
function checkBalanceSheetTolerance
- file: src/cores/fa/wizards/statement-template/lib/tolerance.ts:19
- kind: function
- core: fa
- spec: (none)
- summary: Evaluates whether balance-sheet totals are within configured absolute/relative tolerance.
- score: 4
function clearDraft
- file: src/cores/fa/wizards/statement-template/hooks/useStatementTemplateDraft.ts:58
- kind: function
- core: fa
- spec: (none)
- summary: Remove a persisted FA-UX-13 localStorage draft after successful submit or explicit discard.
- score: 4
function createEmptyCashPosition
- file: src/cores/fa/utils/cashPositionUtils.ts:266
- kind: function
- core: fa
- spec: (none)
- summary: Returns an empty cash position calculation.Useful for initializing state or handling empty account lists.
- score: 4
function createEmptyExpenseRuleWizardDraft
- file: src/cores/fa/schemas/expensePolicyRuleWizardSchema.ts:77
- kind: function
- core: fa
- spec: (none)
- summary: Returns a new wizard draft with FA-UX-16 defaults (name empty, , scope “all”, priority 10).
- returns: Valid starting for the guided rule wizard.
- score: 4
function createEmptyRevenueScheduleWizardDraft
- file: src/cores/fa/schemas/revenueScheduleWizardSchema.ts:44
- kind: function
- core: fa
- spec: (none)
- summary: Build an empty draft (defaults to today as both start/end dates).
- score: 4
function createEmptyStatementTemplateWizardData
- file: src/cores/fa/wizards/statement-template/statementTemplateWizardContext.ts:16
- kind: function
- core: fa
- spec: (none)
- summary: Empty/default wizard state.
- score: 1
function daysUntilShortfall
- file: src/cores/fa/utils/cashForecastUtils.ts:479
- kind: function
- core: fa
- spec: (none)
- summary: Calculates days until first shortfall.Returns null if no shortfall is projected.
- score: 4
function detectCycle
- file: src/cores/fa/wizards/statement-template/lib/cycle.ts:21
- kind: function
- core: fa
- spec: (none)
- summary: Detect a cycle in the directed graph defined by .Edges point from a calculated row to each of its referenced row ids.Self-loops ( includes ) are reported as cycles.References to unknown ids are ignored (treated as terminal leaves).
- score: 4
function detectFileFormat
- file: src/cores/fa/utils/templateImport.ts:115
- kind: function
- core: fa
- spec: (none)
- summary: Implements detect file format behavior.
- score: 4
function downloadFile
- file: src/cores/fa/lib/coaExport.ts:77
- kind: function
- core: fa
- spec: (none)
- summary: Trigger browser download of a file.
- score: 4
function downloadReportCsv
- file: src/cores/fa/utils/exportReportCsv.ts:16
- kind: function
- core: fa
- spec: (none)
- summary: Build CSV content from headers and row arrays, then trigger download.
- score: 4
function expenseRuleRowToWizardDraft
- file: src/cores/fa/schemas/expensePolicyRuleWizardSchema.ts:111
- kind: function
- core: fa
- spec: (none)
- summary: Maps a DB row (plus optional nested condition) into the FA-UX-16 wizard draft shape.Unknown values fall back to . Unknown values fall back to .Numeric strings on / are coerced with .
- params:
- row — Row-like object from Supabase or RPC (may contain stringly-typed enums from JSON/DB).
- returns: Draft suitable for / validation.
- score: 4
function exportAccountMappingsCsv
- file: src/cores/fa/lib/accountMappingExport.ts:12
- kind: function
- core: fa
- spec: (none)
- summary: Provides export account mappings csv functionality.
- score: 4
function exportAgingReportCsv
- file: src/cores/fa/utils/auditExportCsv.ts:98
- kind: function
- core: fa
- spec: (none)
- summary: Export unposted/aging report to CSV. Append organization_id and export_timestamp.Gate at call site with fa.audit.export; pass only rows already filtered by organization_id.
- score: 4
function exportBudgetVsActualToCsv
- file: src/cores/fa/utils/exportReportCsv.ts:46
- kind: function
- core: fa
- spec: (none)
- summary: Provides export budget vs actual to csv functionality.
- score: 4
function exportCashFlowForecastToCsv
- file: src/cores/fa/utils/exportReportCsv.ts:88
- kind: function
- core: fa
- spec: (none)
- summary: Provides export cash flow forecast to csv functionality.
- score: 4
function exportFaJournalCsv
- file: src/cores/fa/utils/auditExportCsv.ts:53
- kind: function
- core: fa
- spec: (none)
- summary: Export journal entry audit trail to CSV. Append organization_id and export_timestamp.Gate at call site with fa.audit.export; pass only rows already filtered by organization_id.Schema note: (user) and (timestamp) columns do not exist.Reversal info is via (FK to reversing JE).
- score: 4
function exportForecastToCsv
- file: src/cores/fa/utils/exportReportCsv.ts:122
- kind: function
- core: fa
- spec: (none)
- summary: Provides export forecast to csv functionality.
- score: 4
function exportReconciliationToCSV
- file: src/cores/fa/utils/reconciliationExport.ts:10
- kind: function
- core: fa
- spec: (none)
- summary: Export reconciliation report to CSV
- score: 4
function exportReconciliationToPDF
- file: src/cores/fa/utils/reconciliationExport.ts:89
- kind: function
- core: fa
- spec: (none)
- summary: Export reconciliation report to PDF (using browser print)
- score: 4
function exportTemplateToCSV
- file: src/cores/fa/utils/templateExport.ts:64
- kind: function
- core: fa
- spec: (none)
- summary: Provides export template to csv functionality.
- score: 4
function exportTemplateToJSON
- file: src/cores/fa/utils/templateExport.ts:43
- kind: function
- core: fa
- spec: (none)
- summary: Provides export template to json functionality.
- score: 4
function exportToCSV
- file: src/cores/fa/utils/reportExport.ts:58
- kind: function
- core: fa
- spec: (none)
- summary: Implements export to csv behavior.
- score: 4
function exportToExcel
- file: src/cores/fa/utils/reportExport.ts:91
- kind: function
- core: fa
- spec: (none)
- summary: Implements export to excel behavior.Uses dynamic ExcelJS import to avoid bundling ~937KB eagerly.
- score: 4
function exportToPDF
- file: src/cores/fa/utils/reportExport.ts:9
- kind: function
- core: fa
- spec: (none)
- summary: Implements export to pdf behavior.
- score: 4
function findBillDuplicates
- file: src/cores/fa/lib/billDuplicates.ts:60
- kind: function
- core: fa
- spec: (none)
- summary: Find likely duplicates of among (same-vendor candidates). is expected to already be scoped to the target’s vendor + org, butthis guards defensively (different vendor → never a match; missing targetvendor → nothing to compare).
- score: 4
function findInvalidRanges
- file: src/cores/fa/wizards/statement-template/lib/overlap.ts:45
- kind: function
- core: fa
- spec: (none)
- summary: Mappings whose .
- score: 1
function findMaximumShortfall
- file: src/cores/fa/utils/cashForecastUtils.ts:454
- kind: function
- core: fa
- spec: (none)
- summary: Calculates the maximum shortfall amount and date.
- score: 4
function findOverlaps
- file: src/cores/fa/wizards/statement-template/lib/overlap.ts:31
- kind: function
- core: fa
- spec: (none)
- summary: Find every overlapping pair in . Stable order: outer index inner index.Invalid (descending) ranges are skipped here — surface those separately via so the UI can label them distinctly.
- score: 4
function formatAbsoluteTime
- file: src/cores/fa/utils/formatRelativeTime.ts:48
- kind: function
- core: fa
- spec: (none)
- summary: Format a date into an absolute timestamp for tooltips
- params:
- date — Date to format
- returns: Formatted date/time string or “Never”
- score: 4
function formatCashByFund
- file: src/cores/fa/utils/cashPositionUtils.ts:169
- kind: function
- core: fa
- spec: (none)
- summary: Formats cash by fund for display.Returns an array of fundId, fundName, amount, formatted objects.
- score: 4
function formatCashPosition
- file: src/cores/fa/utils/cashPositionUtils.ts:154
- kind: function
- core: fa
- spec: (none)
- summary: Formats a cash position calculation for display.Uses the platform’s formatCurrency utility.
- score: 4
function formatDate
- file: src/cores/fa/utils/reportExport.ts:143
- kind: function
- core: fa
- spec: (none)
- summary: Formats date values for display.
- score: 4
function formatRelativeTime
- file: src/cores/fa/utils/formatRelativeTime.ts:18
- kind: function
- core: fa
- spec: (none)
- summary: Format a date into a relative time string
- params:
- date — Date to format (Date object, ISO string, or null)
- returns: Human-readable relative time string
- example: | formatRelativeTime(new Date()) // “Just now”formatRelativeTime(new Date(Date.now() - 60000)) // “1m ago”formatRelativeTime(null) // “Never”
- score: 4
function generateCashForecast
- file: src/cores/fa/utils/cashForecastUtils.ts:338
- kind: function
- core: fa
- spec: (none)
- summary: Generates a complete cash flow forecast.Combines historical patterns with optional budget integration.
- score: 4
function generateCoACsv
- file: src/cores/fa/lib/coaExport.ts:24
- kind: function
- core: fa
- spec: (none)
- summary: Generate CSV string from account rows.
- score: 4
function generateCoAExcel
- file: src/cores/fa/lib/coaExport.ts:44
- kind: function
- core: fa
- spec: (none)
- summary: Generate Excel workbook from account rows using wekanteam/exceljs.Returns a Blob for download.
- score: 4
function generateErrorReportCsv
- file: src/cores/fa/lib/coaImportValidation.ts:154
- kind: function
- core: fa
- spec: (none)
- summary: Generate an error report CSV from validation errors.
- score: 4
function generateImportTemplate
- file: src/cores/fa/lib/coaImportValidation.ts:147
- kind: function
- core: fa
- spec: (none)
- summary: Generate a CSV template string for download.
- score: 4
function generatePeriodDates
- file: src/cores/fa/utils/cashForecastUtils.ts:61
- kind: function
- core: fa
- spec: (none)
- summary: Generates an array of period start dates between start and end.
- score: 4
function getAccountBucket
- file: src/cores/fa/utils/cashPositionUtils.ts:70
- kind: function
- core: fa
- spec: (none)
- summary: Gets the cash bucket for a given account type.Falls back to ‘other_cash’ for unmapped types.
- score: 4
function getAgingBucket
- file: src/cores/fa/utils/auditAging.ts:16
- kind: function
- core: fa
- spec: (none)
- summary: Provides get aging bucket functionality.
- score: 4
function getAgingDays
- file: src/cores/fa/utils/auditAging.ts:5
- kind: function
- core: fa
- spec: (none)
- summary: FA-25: Aging in days and bucket for unposted (draft) journal entries.
- score: 4
function getARAgingBucket
- file: src/cores/fa/utils/agingBuckets.ts:79
- kind: function
- core: fa
- spec: (none)
- summary: Determine AR aging bucket (5-bucket: invoices, bills).
- params:
- daysPastDue — days past the due date (use )
- boundaries — org-configurable ascending day bounds; defaults to [30,60,90,120]
- score: 4
function getARAgingBuckets
- file: src/cores/fa/utils/agingBuckets.ts:109
- kind: function
- core: fa
- spec: (none)
- summary: Return bucket metadata keyed by ARAgingBucketKey (labels, ranges).
- params:
- boundaries — org-configurable ascending day bounds; defaults to [30,60,90,120].With the default the labels/ranges reproduce the historical static metadata exactly.
- score: 4
function getAuditAgingBucket
- file: src/cores/fa/utils/agingBuckets.ts:92
- kind: function
- core: fa
- spec: (none)
- summary: Determine audit aging bucket (4-bucket: journal entries, unposted items).Mirrors logic in auditAging.ts — kept here for colocation.
- score: 4
function getCategoryLabel
- file: src/cores/fa/components/ExpenseCategorySelect.tsx:74
- kind: function
- core: fa
- spec: (none)
- summary: Provides get category label functionality.
- score: 4
function getCategoryLabelFromPicklist
- file: src/cores/fa/components/ExpenseCategoryPicklistSelect.tsx:75
- kind: function
- core: fa
- spec: (none)
- summary: Get the label for a category valueUses picklist items if available, falls back to hardcoded
- score: 4
function getDaysInPeriod
- file: src/cores/fa/utils/cashForecastUtils.ts:92
- kind: function
- core: fa
- spec: (none)
- summary: Gets the number of days in a forecast period.Used for pro-rating budget amounts.
- score: 4
function getDaysPastDue
- file: src/cores/fa/utils/agingBuckets.ts:65
- kind: function
- core: fa
- spec: (none)
- summary: Calculate days past due from a due date relative to an as-of date.Returns 0 for future dates (not yet past due).
- score: 4
function getFundTypeLabel
- file: src/cores/fa/utils/asc958Mapping.ts:47
- kind: function
- core: fa
- spec: (none)
- summary: Returns a human-readable label for a fund_type value using ASC 958 terminology.
- score: 4
function getInitialDraft
- file: src/cores/fa/wizards/statement-template/hooks/useStatementTemplateDraft.ts:40
- kind: function
- core: fa
- spec: (none)
- summary: Synchronous read used to seed . Safe in SSR (returns null).
- score: 4
function getRestrictionLabel
- file: src/cores/fa/utils/asc958Mapping.ts:40
- kind: function
- core: fa
- spec: (none)
- summary: Returns a human-readable label for an ASC 958 category.
- score: 4
function hasCash
- file: src/cores/fa/utils/cashPositionUtils.ts:281
- kind: function
- core: fa
- spec: (none)
- summary: Checks if a cash position has any cash.
- score: 4
function identifyShortfallPeriods
- file: src/cores/fa/utils/cashForecastUtils.ts:447
- kind: function
- core: fa
- spec: (none)
- summary: Identifies periods where cash falls below minimum threshold.Useful for alerts and dashboard warnings.
- score: 4
function isHighRiskPlan
- file: src/cores/fa/wizards/recurring-invoice-setup/lib/buildRecurringInvoicePayload.ts:79
- kind: function
- core: fa
- spec: (none)
- summary: FW-03 high-risk handoff: a payment plan whose total meets or exceeds theorg’s requiresmanager approval before activation.
- score: 4
function isInvalidRange
- file: src/cores/fa/wizards/statement-template/lib/overlap.ts:14
- kind: function
- core: fa
- spec: (none)
- summary: True if .
- score: 1
function isSumWithinTolerance
- file: src/cores/fa/lib/revenueScheduleAllocation.ts:131
- kind: function
- core: fa
- spec: (none)
- summary: Returns true when within .
- score: 4
function mapFundTypeToRestriction
- file: src/cores/fa/utils/asc958Mapping.ts:30
- kind: function
- core: fa
- spec: (none)
- summary: Maps a fund_type value to its ASC 958 net-asset restriction category.
- params:
- fundType — The fund_type from (e.g., ‘unrestricted’, ‘temporarily_restricted’)
- returns: The ASC 958 category, defaulting to ‘without_donor_restrictions’ for unknown values
- score: 4
function maskAccountNumber
- file: src/cores/fa/utils/payment-masking.ts:10
- kind: function
- core: fa
- spec: (none)
- summary: Mask account number for display (show only last 4 digits).
- score: 4
function maskPaymentReference
- file: src/cores/fa/utils/payment-masking.ts:30
- kind: function
- core: fa
- spec: (none)
- summary: Mask payment reference or other short identifiers (show only last 4 characters).
- score: 4
function maskRoutingNumber
- file: src/cores/fa/utils/payment-masking.ts:20
- kind: function
- core: fa
- spec: (none)
- summary: Mask routing number for display (show only last 4 digits).
- score: 4
function normalizeBudgetForCopyRow
- file: src/cores/fa/hooks/useBudgetTemplate.ts:28
- kind: function
- core: fa
- spec: FA-08
- summary: Normalizes a raw budget-copy row by coercing its aggregate line_count into a numeric value, leaving all other fields intact.
- params:
- row — Raw budget row whose may be a string or aggregate object.
- returns: The same row with normalized to a number.
- score: 5
function normalizeExpenseRuleConditionForSave
- file: src/cores/fa/schemas/expensePolicyRuleWizardSchema.ts:141
- kind: function
- core: fa
- spec: (none)
- summary: Normalizes the in-wizard object for RPC / persistence ( always clears ).
- params:
- condition — Draft condition from step 2 of the wizard.
- returns: safe to send inside .
- score: 4
function parseCSVTemplate
- file: src/cores/fa/utils/templateImport.ts:84
- kind: function
- core: fa
- spec: (none)
- summary: Parses csvtemplate into normalized values.
- score: 4
function parseDbTemplateId
- file: src/cores/fa/data/coaTemplates.ts:150
- kind: function
- core: fa
- spec: (none)
- summary: Parse a DB-backed template id back to the underlying ,or return null when the id refers to a built-in template.
- score: 4
function parseImportDate
- file: src/cores/fa/utils/jeImportValidation.ts:61
- kind: function
- core: fa
- spec: (none)
- summary: Parse a date string into ISO format (YYYY-MM-DD).Accepts YYYY-MM-DD, MM/DD/YYYY, M/D/YYYY.Returns null if unparseable.
- score: 4
function parseTemplateDefinition
- file: src/cores/fa/lib/dbCoaTemplateDefinition.ts:145
- kind: function
- core: fa
- spec: (none)
- summary: Validate and parse a JSON value retrieved from .Throws on shape errors; callers should for UI display.
- score: 4
function periodsIntersectingWindow
- file: src/cores/fa/lib/revenueScheduleAllocation.ts:50
- kind: function
- core: fa
- spec: (none)
- summary: Returns periods overlapping , sorted by .
- score: 4
function POApprovalActions
- file: src/cores/fa/components/POApprovalActions.tsx:23
- kind: function
- core: fa
- spec: (none)
- summary: Utility for poapproval actions.
- score: 1
function prepareInvoiceDataForPdf
- file: src/cores/fa/utils/payment-masking.ts:43
- kind: function
- core: fa
- spec: (none)
- summary: Prepare invoice-like data for PDF/content builders. Use when calling buildInvoiceContent.When hasSensitivePermission is false, payment account/routing are replaced with maskedvalues and includeUnmaskedPayment is false. When true, includeUnmaskedPayment is set;only pass true when fa.payments.view_sensitive is granted.
- score: 4
function projectFromBudget
- file: src/cores/fa/utils/cashForecastUtils.ts:195
- kind: function
- core: fa
- spec: (none)
- summary: Projects cash flows from FA-08 budget data.Queries budget lines and maps revenue/expense accounts to inflows/outflows.
- score: 4
function prorateBudgetToDate
- file: src/cores/fa/utils/cashForecastUtils.ts:258
- kind: function
- core: fa
- spec: (none)
- summary: Pro-rates budget projection to a specific forecast date.Handles cases where budget periods don’t align with forecast periods.
- score: 4
function publishBankBalanceUpdated
- file: src/cores/fa/utils/eventPublishers.ts:181
- kind: function
- core: fa
- spec: (none)
- summary: Publish bank_balance_updated event.Triggers cash position recalculation.
- score: 4
function publishCashPositionUpdated
- file: src/cores/fa/utils/eventPublishers.ts:47
- kind: function
- core: fa
- spec: (none)
- summary: Publish cash_position_updated event.Triggered after cash position recalculation.
- score: 4
function publishCreditLimitApproaching
- file: src/cores/fa/utils/eventPublishers.ts:136
- kind: function
- core: fa
- spec: (none)
- summary: Publish credit_limit_approaching event.Triggered by daily credit limit check.
- score: 4
function publishInvestmentMaturityApproaching
- file: src/cores/fa/utils/eventPublishers.ts:90
- kind: function
- core: fa
- spec: (none)
- summary: Publish investment_maturity_approaching event.Triggered by daily maturity check.
- score: 4
function publishPaymentProcessed
- file: src/cores/fa/utils/eventPublishers.ts:229
- kind: function
- core: fa
- spec: (none)
- summary: Publish payment_processed event.Triggers forecast actual tracking updates.
- score: 4
function rangesOverlap
- file: src/cores/fa/wizards/statement-template/lib/overlap.ts:19
- kind: function
- core: fa
- spec: (none)
- summary: Inclusive overlap predicate.
- score: 1
function readFileAsText
- file: src/cores/fa/utils/templateImport.ts:103
- kind: function
- core: fa
- spec: (none)
- summary: Implements read file as text behavior.
- score: 4
function reconcilePlanTotal
- file: src/cores/fa/lib/paymentPlanReconciliation.ts:60
- kind: function
- core: fa
- spec: (none)
- summary: Reconcile a payment plan against its recurring invoice total.
- score: 4
function registerFAWizardSteps
- file: src/cores/fa/wizards/registerFAWizardSteps.ts:19
- kind: function
- core: fa
- spec: (none)
- summary: Register all FA module wizard steps.Call this function during app initialization (e.g., in App.tsx or FA module entry).Steps are registered with lazy-loaded components for code splitting.
- score: 4
function sanitizeCsvValue
- file: src/cores/fa/utils/jeImportValidation.ts:99
- kind: function
- core: fa
- spec: (none)
- summary: Sanitize a CSV field value to prevent formula injection.Strips leading =, +, -, characters.
- score: 4
function sumAllocations
- file: src/cores/fa/lib/revenueScheduleAllocation.ts:143
- kind: function
- core: fa
- spec: (none)
- summary: Sum allocated amounts (rounded to 2 decimals).
- score: 4
function summarizeForecast
- file: src/cores/fa/utils/cashForecastUtils.ts:510
- kind: function
- core: fa
- spec: (none)
- summary: Generates summary statistics for a forecast.
- score: 4
function tasksToFormItems
- file: src/cores/fa/components/ChecklistTaskEditor.tsx:366
- kind: function
- core: fa
- spec: (none)
- summary: Convert CloseTask[] to TaskFormItem[] for editing
- score: 4
function use1099FormDetail
- file: src/cores/fa/hooks/use1099Forms.ts:40
- kind: function
- core: fa
- spec: (none)
- summary: Query: Get single 1099 form detail
- score: 4
function use1099FormsList
- file: src/cores/fa/hooks/use1099Forms.ts:14
- kind: function
- core: fa
- spec: (none)
- summary: Query: List 1099 forms for a tax year
- score: 4
function use1099Summary
- file: src/cores/fa/hooks/use1099Summary.ts:29
- kind: function
- core: fa
- spec: (none)
- summary: Hook for managing 1099 summary.
- score: 1
function use1099Vendor
- file: src/cores/fa/hooks/use1099Summary.ts:57
- kind: function
- core: fa
- spec: (none)
- summary: Hook for managing 1099 vendor.
- score: 1
function validateCashByFundTotals
- file: src/cores/fa/utils/cashPositionUtils.ts:251
- kind: function
- core: fa
- spec: (none)
- summary: Validates cash by fund totals match the overall total.
- score: 4
function validateCashPositionTotals
- file: src/cores/fa/utils/cashPositionUtils.ts:240
- kind: function
- core: fa
- spec: (none)
- summary: Validates that cash position totals are consistent.Returns true if the sum of buckets equals total_cash.
- score: 4
function validateCoAImport
- file: src/cores/fa/lib/coaImportValidation.ts:36
- kind: function
- core: fa
- spec: (none)
- summary: Validate parsed CSV text against existing accounts.Returns a dry-run result with preview rows and summary.
- score: 4
function validateExpenseLine
- file: src/cores/fa/hooks/useExpenseLines.ts:110
- kind: function
- core: fa
- spec: (none)
- summary: Validate an expense line against organization policiesUses fa_validate_expense_policies RPC
- score: 4
function validateExpensePolicyRuleWizardStep
- file: src/cores/fa/schemas/expensePolicyRuleWizardSchema.ts:158
- kind: function
- core: fa
- spec: (none)
- summary: Step-scoped validation for the FA-UX-16 expense policy rule wizard (steps 0–2).
- params:
- stepIndex — = define, = conditions/priority, = full draft Zod parse.
- draft — Current wizard state.
- returns: Map of field keys to first error message (empty object when valid for that step).
- score: 4
function validateImportPackage
- file: src/cores/fa/utils/templateImport.ts:46
- kind: function
- core: fa
- spec: (none)
- summary: Implements validate import package behavior.
- score: 4
function validateJeImportRows
- file: src/cores/fa/utils/jeImportValidation.ts:107
- kind: function
- core: fa
- spec: (none)
- summary: Group parsed rows by entry_group, validate dates and amounts,and check that each group balances (debits = credits).
- score: 4
function validateRecurringInvoiceWizardStep
- file: src/cores/fa/wizards/recurring-invoice-setup/schemas/recurringInvoiceWizardSchema.ts:169
- kind: function
- core: fa
- spec: (none)
- summary: Run the appropriate per-step schema and return a flat error map keyed bythe same field names used in the draft.
- score: 4
function validateRevenueScheduleWizardStep
- file: src/cores/fa/schemas/revenueScheduleWizardSchema.ts:131
- kind: function
- core: fa
- spec: (none)
- summary: Per-step validator. Returns (empty if step valid).Step indices: 0 → Source 1 → Parameters 2 → Period preview (no extra Zod gating beyond presence; sum-tolerance is enforced live in the UI and rechecked at submit) 3 → Confirm (re-validates everything via the composed schema)
- score: 4
function validateStatementTemplateStep
- file: src/cores/fa/wizards/statement-template/lib/validate.ts:113
- kind: function
- core: fa
- spec: (none)
- summary: Validate one FA-UX-13 wizard step and return field-keyed blocking errors.
- score: 4
Classes
class FA23SchemaUnavailableError
- file: src/cores/fa/wizards/statement-template/hooks/useStatementTemplateMutation.ts:20
- kind: class
- core: fa
- spec: (none)
- summary: Typed feature-availability error for environments missing FA-23 statement-template tables.
- score: 4