feat: Add Closing Book feature with sidebar nav and content panels

package.json

@@ -43,7 +43,7 @@
   },
   "dependencies": {
     "@aws-sdk/client-sns": "^3.1021.0",
-    "@robosystems/client": "0.2.44",
+    "@robosystems/client": "0.2.48",
     "flowbite": "^3.1",
     "flowbite-react": "^0.12.5",
     "intuit-oauth": "^4.1.0",

src/app/(app)/ledger/close/__tests__/AccountRollupsPanel.test.tsx

@@ -0,0 +1,335 @@
+import { render, screen, waitFor } from '@testing-library/react'
+import { describe, expect, it, vi } from 'vitest'
+
+const mockGetAccountRollups = vi.fn()
+
+vi.mock('@/lib/core', () => ({
+  customTheme: { table: {} },
+  extensions: {
+    ledger: {
+      getAccountRollups: (...args: any[]) => mockGetAccountRollups(...args),
+    },
+  },
+}))
+
+vi.mock('flowbite-react', () => ({
+  Badge: ({ children }: any) => <span data-testid="badge">{children}</span>,
+  Spinner: () => <div data-testid="spinner" />,
+  Table: ({ children }: any) => <table>{children}</table>,
+  TableBody: ({ children }: any) => <tbody>{children}</tbody>,
+  TableCell: ({ children, className, style }: any) => (
+    <td className={className} style={style}>
+      {children}
+    </td>
+  ),
+  TableHead: ({ children }: any) => <thead>{children}</thead>,
+  TableHeadCell: ({ children }: any) => <th>{children}</th>,
+  TableRow: ({ children, className }: any) => (
+    <tr className={className}>{children}</tr>
+  ),
+}))
+
+vi.mock('react-icons/hi', () => ({
+  HiExclamationCircle: () => <span />,
+}))
+
+vi.mock('../components/FactsTable', () => ({
+  default: ({ facts }: any) => (
+    <div data-testid="facts-table">
+      {facts.map((f: any, i: number) => (
+        <span key={i}>{f.elementName}</span>
+      ))}
+    </div>
+  ),
+}))
+
+import type { AccountRollupsResponse } from '@robosystems/client'
+import AccountRollupsPanel from '../components/AccountRollupsPanel'
+
+const makeResponse = (
+  overrides?: Partial<AccountRollupsResponse>
+): AccountRollupsResponse => ({
+  mapping_id: 'struct_map_01',
+  mapping_name: 'GAAP Mapping',
+  groups: [
+    {
+      reporting_element_id: 'elem_cash',
+      reporting_name: 'Cash and Cash Equivalents',
+      reporting_qname: 'us-gaap:CashAndCashEquivalents',
+      classification: 'asset',
+      balance_type: 'debit',
+      total: 15250.0,
+      accounts: [
+        {
+          element_id: 'coa_checking',
+          account_name: 'BofA Checking',
+          account_code: '1010',
+          total_debits: 100000.0,
+          total_credits: 90000.0,
+          net_balance: 10000.0,
+        },
+        {
+          element_id: 'coa_savings',
+          account_name: 'Savings Account',
+          account_code: '1020',
+          total_debits: 5250.0,
+          total_credits: 0,
+          net_balance: 5250.0,
+        },
+      ],
+    },
+    {
+      reporting_element_id: 'elem_rev',
+      reporting_name: 'Revenue',
+      reporting_qname: 'us-gaap:Revenues',
+      classification: 'revenue',
+      balance_type: 'credit',
+      total: 8000.0,
+      accounts: [
+        {
+          element_id: 'coa_sales',
+          account_name: 'Sales Revenue',
+          account_code: '4000',
+          total_debits: 0,
+          total_credits: 8000.0,
+          net_balance: 8000.0,
+        },
+      ],
+    },
+  ],
+  total_mapped: 3,
+  total_unmapped: 2,
+  ...overrides,
+})
+
+describe('AccountRollupsPanel', () => {
+  it('shows spinner while loading', () => {
+    mockGetAccountRollups.mockReturnValue(new Promise(() => {})) // never resolves
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    expect(screen.getByTestId('spinner')).toBeInTheDocument()
+  })
+
+  it('renders reporting element group headers', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('Cash and Cash Equivalents')).toBeInTheDocument()
+      expect(screen.getByText('Revenue')).toBeInTheDocument()
+    })
+  })
+
+  it('renders CoA account detail rows', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('BofA Checking')).toBeInTheDocument()
+      expect(screen.getByText('Savings Account')).toBeInTheDocument()
+      expect(screen.getByText('Sales Revenue')).toBeInTheDocument()
+    })
+  })
+
+  it('renders account codes', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('1010')).toBeInTheDocument()
+      expect(screen.getByText('1020')).toBeInTheDocument()
+      expect(screen.getByText('4000')).toBeInTheDocument()
+    })
+  })
+
+  it('renders group totals formatted as currency', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('15,250.00')).toBeInTheDocument()
+      // 8,000.00 appears twice — group total and account balance (same value)
+      expect(screen.getAllByText('8,000.00')).toHaveLength(2)
+    })
+  })
+
+  it('renders individual account balances', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('10,000.00')).toBeInTheDocument()
+      expect(screen.getByText('5,250.00')).toBeInTheDocument()
+    })
+  })
+
+  it('renders classification badges', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText('asset')).toBeInTheDocument()
+      expect(screen.getByText('revenue')).toBeInTheDocument()
+    })
+  })
+
+  it('renders mapping summary with mapped and unmapped counts', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(screen.getByText(/GAAP Mapping/)).toBeInTheDocument()
+      expect(screen.getByText(/3 mapped/)).toBeInTheDocument()
+      expect(screen.getByText(/2 unmapped/)).toBeInTheDocument()
+    })
+  })
+
+  it('shows empty state when no groups', async () => {
+    mockGetAccountRollups.mockResolvedValue(
+      makeResponse({ groups: [], total_mapped: 0, total_unmapped: 0 })
+    )
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(
+        screen.getByText('No account rollups available.')
+      ).toBeInTheDocument()
+    })
+  })
+
+  it('shows error state on API failure', async () => {
+    mockGetAccountRollups.mockRejectedValue(new Error('Network error'))
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(
+        screen.getByText('Failed to load account rollups.')
+      ).toBeInTheDocument()
+    })
+  })
+
+  it('renders FactsTable in facts view mode', async () => {
+    mockGetAccountRollups.mockResolvedValue(makeResponse())
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="facts"
+      />
+    )
+    await waitFor(() => {
+      const factsTable = screen.getByTestId('facts-table')
+      expect(factsTable).toBeInTheDocument()
+      // Flattened: 3 accounts across 2 groups
+      expect(screen.getByText('BofA Checking')).toBeInTheDocument()
+      expect(screen.getByText('Savings Account')).toBeInTheDocument()
+      expect(screen.getByText('Sales Revenue')).toBeInTheDocument()
+    })
+  })
+
+  it('calls getAccountRollups with correct params', async () => {
+    mockGetAccountRollups.mockResolvedValue(
+      makeResponse({ groups: [], total_mapped: 0, total_unmapped: 0 })
+    )
+    render(
+      <AccountRollupsPanel
+        graphId="kg_mygraph"
+        mappingId="struct_map_99"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      expect(mockGetAccountRollups).toHaveBeenCalledWith('kg_mygraph', {
+        mappingId: 'struct_map_99',
+      })
+    })
+  })
+
+  it('formats negative balances with parentheses', async () => {
+    mockGetAccountRollups.mockResolvedValue(
+      makeResponse({
+        groups: [
+          {
+            reporting_element_id: 'elem_loss',
+            reporting_name: 'Net Loss',
+            reporting_qname: 'us-gaap:NetLoss',
+            classification: 'expense',
+            balance_type: 'debit',
+            total: -500.0,
+            accounts: [
+              {
+                element_id: 'coa_loss',
+                account_name: 'Operating Loss',
+                account_code: '9000',
+                total_debits: 0,
+                total_credits: 500.0,
+                net_balance: -500.0,
+              },
+            ],
+          },
+        ],
+      })
+    )
+    render(
+      <AccountRollupsPanel
+        graphId="kg_test"
+        mappingId="struct_map_01"
+        viewMode="rendered"
+      />
+    )
+    await waitFor(() => {
+      const cells = screen.getAllByText('(500.00)')
+      expect(cells.length).toBeGreaterThanOrEqual(1)
+    })
+  })
+})