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Business M

Phase 00: Foundation & Auth

Goal

Section titled “Goal”

Set up the core data structures and configurations required to run the Finance module, establishing the company and financial calendar contexts.

Minimal business-m Doctypes Required

Section titled “Minimal business-m Doctypes Required”

Before we can build financial transactions, the core business application needs these foundational DocTypes:

Organizational Context

Section titled “Organizational Context”
  • Company: Represents the legal entity (or entities) for which accounts are maintained. Contains base currency and default chart of accounts template.
  • Fiscal Year: Financial year definitions (e.g., “FY 2026-27” covering Apr-Mar).
  • Accounting Period: Monthly or quarterly periods within a fiscal year, used for closing books.

Implementation Tasks

Section titled “Implementation Tasks”
  • Scaffold Company DocType in apps/business-m.
  • Scaffold FiscalYear DocType in apps/business-m.
  • Scaffold AccountingPeriod DocType in apps/business-m.
  • Create FinanceSettings in the finance library to hold default ledger mapping and Book-Keeper credentials.