admin 9063e49389 Reconciliation PDF: include outstanding items in prior-period reports; Balance Sheet: stop folding distinctly-named equity accounts
- Prior-reconciliation 'View Report' PDF was hard-coding empty uncleared lists,
  so outstanding items never appeared. It now reconstructs the items outstanding
  as of that statement (dated on/before the statement date, not voided, and not
  cleared in that or an earlier reconciliation) and includes them, with the book
  balance reflecting them.
- Balance Sheet equity folding matched any name containing 'retained earnings'
  (or 'current year earnings'), so a distinct account like 'Retained Earnings
  Savings' was swallowed into the calculated line and never shown. Now only the
  exact standard accounts fold; other equity accounts render on their own line.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-13 12:47:46 -04:00
2026-06-07 22:41:22 -04:00
2026-06-01 20:10:57 -04:00

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