- Bill Approvals Create/Edit dialogs redesigned to the same professional
two-column Buildium layout used on the accounting Bills page: left
attachment panel (drag-drop + live image/PDF preview), right grouped form,
prominent blue total bar, primary-action-first footer
- Accounting backend payments now require a vendor chosen from the dropdown:
- Expenses: vendor is required; removed the free-text vendor fallback
- Bills: must pick a 'Pay to' vendor before saving
- Banking payments already enforced this
(Reconciliation bank adjustments — interest/service charges — intentionally
still allow no vendor, as they are not vendor payments)
- Board members remain locked to approving/denying their own assigned rows
plus commenting and submitting invoices (per request); all bill edits, GL,
line items, status, and deletes stay read-only for board users
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Root cause of filters conflicting between pages: many accounting pages shared
the same React Query keys (['accounts',cid], ['bank-accounts',cid],
['deposit-accounts',cid]) while running DIFFERENT queries, so whichever page
loaded first poisoned the others' cache (e.g. bill payment picker showing
banks-only with no equity; archived accounts leaking from the CoA list).
- Give every account read query a unique key discriminator per page/purpose;
['accounts',cid] / ['bank-accounts',cid] / ['deposit-accounts',cid] stay as
invalidation prefixes (React Query partial match) so cross-page refresh still works
- Bill line-item category picker now includes expense + asset + equity + liability
(was expense-only) — fixes 11 bills/13 lines categorized to equity (reserve-funded)
that showed blank/—; and lets you assign an equity account to a bill
- Payment account picker (bills + expenses) reliably shows banks + equity now that
it no longer collides with the banks-only deposit/receive-payment pickers
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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