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Finances Business tab, parked until ERPNext migration finishes (2026-06-10)

Justin approved the concept, explicitly waiting for the QuickBooks -> ERPNext migration to complete before building. He will say when to resume.

What it is

Read-only Business tab on finances.justinsforge.com: pill per company, P&L by month + year view, balance sheet, AR/AP, recent journal entries. Every card deep-links to the matching ERPNext report with company + period filters prefilled ("view here, edit there"). Banner until migration cutover.

Probe results (all verified working 2026-06-10)

  • Auth: ~/.forge-secrets/erpnext.env, use ERPNEXT_BOT_API_KEY/SECRET, origin ERPNEXT_URL (LAN http://192.168.86.194:8080) + Host: ERPNEXT_SITE header. Same pattern as forge_erpnext_healthcheck.py. Public URL 401s without this.
  • Companies API + report API both work: /api/method/frappe.desk.query_report.run?report_name=Profit and Loss Statement&filters={company, period_start_date, period_end_date, periodicity: Monthly, filter_based_on: "Date Range"}.
  • GL entries at probe time: JWVR 178, SIP 160, GOC 153, Nova 150, WEOP LLC 0. WEOP P&L returned empty; the other four would render real numbers already.

Second probe, same day ~pm (after more migration work)

  • Coverage now: JWVR 231, Nova 326, SIP 210, GOC 296, WEOP-Operating 64; all spanning 2025-01-01 -> 2026-06; fiscal years 2025+2026 exist; reports ~0.1s.
  • P&L VERIFIED CLEAN (GOC 2026 YTD: income 803.09, expenses 7,677.22). P&L-only tab could ship today.
  • Blockers logged to COORDINATION.md for erp-migration: (1) opening balances missing -> balance sheets show negative total assets, (2) WEOP LLC empty vs Operating populated, which to display, (3) future-dated entries through 2026-06-28/30. Build can start once (1) lands; (2)/(3) are display decisions.

Build sketch (~half day)

  1. forge_erpnext_reports.py: read-only report client (P&L, Balance Sheet, get_count), 15-30 min cache, READ-ONLY verbs only.
  2. forge_finances_ui_business.py blueprint at /business, nav after Budget.
  3. Deep links: https://erpnext.justinsforge.com/app/query-report/<name>?company=....
  4. COORDINATION.md note to erp-migration (their domain; we only read).
  5. Sweep entries + reference_finances_app.md update.

[Claude Code, 2026-06-10]