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Account Statements: Enable adding manual statements#26

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nihas101 merged 8 commits into
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feat/account-statements-editable
Jul 4, 2026
Merged

Account Statements: Enable adding manual statements#26
nihas101 merged 8 commits into
mainfrom
feat/account-statements-editable

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@nihas101 nihas101 commented Jun 20, 2026

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This MR adds functionality to hide system generated account statements as well as adding manual entries. Should the sum of the entries in the account statement not match, than a warning is displayed for that year and shareholder.

If an entry is hidden the account statement, the PDF and XSLX export does not include these entries as well.

This is useful for when e.g. an account statement requires a booking type to be split across multiple entries.

@nihas101 nihas101 added this to the v1.0 milestone Jun 20, 2026
@nihas101 nihas101 self-assigned this Jun 20, 2026
@nihas101 nihas101 added the enhancement New feature or request label Jun 20, 2026
Comment thread src/main/java/de/nihas101/midas/accountstatement/dto/DefaultAccountStatement.java Outdated
Comment thread src/main/java/de/nihas101/midas/accountstatement/dto/DefaultAccountStatement.java Outdated
Comment thread src/main/java/de/nihas101/midas/export/xlsx/XlsxExportTarget.java
Comment thread src/main/java/de/nihas101/midas/ui/accountstatement/ManualRowDialog.java Outdated
@nihas101 nihas101 marked this pull request as ready for review July 4, 2026 09:04
@nihas101 nihas101 force-pushed the feat/account-statements-editable branch from b2e2717 to f948f7e Compare July 4, 2026 09:14
@nihas101 nihas101 merged commit d176b1b into main Jul 4, 2026
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@nihas101 nihas101 deleted the feat/account-statements-editable branch July 4, 2026 12:03
@nihas101 nihas101 linked an issue Jul 4, 2026 that may be closed by this pull request
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