feat: the consolidating entries on the consolidation entity's close

package.json

@@ -39,7 +39,7 @@
   },
   "dependencies": {
     "@aws-sdk/client-sns": "^3.1145.0",
-    "@robosystems/client": "^2.17.0",
+    "@robosystems/client": "^2.19.0",
     "@robosystems/core": "^0.15.0",
     "@robosystems/report-components": "^0.9.0",
     "flowbite": "^3.1",

src/app/(app)/ledger/close/__tests__/ConsolidationEntriesPanel.test.tsx

@@ -0,0 +1,200 @@
+import { fireEvent, render, screen, waitFor } from '@testing-library/react'
+import { beforeEach, describe, expect, it, vi } from 'vitest'
+
+const mockPreview = vi.fn()
+const mockPropose = vi.fn()
+
+vi.mock('@robosystems/core', () => ({
+  clients: {
+    ledger: {
+      previewConsolidationEntries: (...args: any[]) => mockPreview(...args),
+      proposeConsolidationEntries: (...args: any[]) => mockPropose(...args),
+    },
+  },
+  LoadingState: () => (
+    <div data-testid="loading-state" role="status">
+      Loading
+    </div>
+  ),
+}))
+
+vi.mock('flowbite-react', () => ({
+  Badge: ({ children, color }: any) => (
+    <span data-badge-color={color}>{children}</span>
+  ),
+  Button: ({ children, onClick, disabled }: any) => (
+    <button onClick={onClick} disabled={disabled}>
+      {children}
+    </button>
+  ),
+  Card: ({ children }: any) => <div>{children}</div>,
+  Spinner: () => <span data-testid="spinner" />,
+  Table: ({ children }: any) => <table>{children}</table>,
+  TableBody: ({ children }: any) => <tbody>{children}</tbody>,
+  TableCell: ({ children }: any) => <td>{children}</td>,
+  TableHead: ({ children }: any) => <thead>{children}</thead>,
+  TableHeadCell: ({ children }: any) => <th>{children}</th>,
+  TableRow: ({ children }: any) => <tr>{children}</tr>,
+}))
+
+vi.mock('react-icons/hi', () => ({
+  HiExclamationCircle: () => <span data-testid="icon-error" />,
+}))
+
+vi.mock('react-icons/tb', () => ({
+  TbFileInvoice: () => <span />,
+}))
+
+import ConsolidationEntriesPanel from '../components/ConsolidationEntriesPanel'
+
+const PROPOSAL = {
+  adjustment_kind: 'elimination_investment',
+  adjusts_entity_id: 'ent_harbor',
+  adjusts_entity_name: 'Harbor Café LLC',
+  posting_date: '2026-09-30',
+  memo: 'Eliminate the investment — Harbor Café LLC (2026-09)',
+  basis: "70% of Harbor Café LLC's capital.",
+  lines: [
+    {
+      element_id: 'el_cap',
+      account_name: 'Members Capital',
+      concept: 'rs-gaap:MembersEquity',
+      debit_amount: 700000,
+      credit_amount: 0,
+    },
+    {
+      element_id: 'el_inv',
+      account_name: 'Investment in Subsidiaries',
+      concept: 'rs-gaap:InvestmentInSubsidiaries',
+      debit_amount: 0,
+      credit_amount: 700000,
+    },
+  ],
+}
+
+const PREVIEW = {
+  period: '2026-09',
+  period_start: '2026-09-01',
+  period_end: '2026-09-30',
+  consolidation_entity_id: 'ent_cons',
+  proposals: [PROPOSAL],
+  residuals: [],
+  reconciling_items: [],
+  notes: [],
+  up_to_date: false,
+  closed: false,
+  drafted_entry_ids: [],
+}
+
+describe('ConsolidationEntriesPanel', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+    mockPreview.mockResolvedValue(PREVIEW)
+  })
+
+  it('lists what the month needs, by kind and member', async () => {
+    render(<ConsolidationEntriesPanel graphId="kg1" period="2026-09" />)
+
+    expect(
+      await screen.findByText('Investment elimination — Harbor Café LLC')
+    ).toBeInTheDocument()
+    expect(screen.getByText('$7,000.00')).toBeInTheDocument()
+    expect(mockPreview).toHaveBeenCalledWith('kg1', '2026-09')
+  })
+
+  it('drafts the entries, then reloads the preview and the drafts', async () => {
+    const onDrafted = vi.fn()
+    mockPropose.mockResolvedValue({
+      period: '2026-09',
+      consolidation_entity_id: 'ent_cons',
+      entries: [{ id: 'je_1' }],
+      replaced: 0,
+    })
+    render(
+      <ConsolidationEntriesPanel
+        graphId="kg1"
+        period="2026-09"
+        onDrafted={onDrafted}
+      />
+    )
+
+    mockPreview.mockResolvedValue({ ...PREVIEW, drafted_entry_ids: ['je_1'] })
+    fireEvent.click(await screen.findByText('Draft entries'))
+
+    // Once drafted, they are named, and a second run replaces them.
+    expect(
+      await screen.findByText(/1 draft written for this month/)
+    ).toBeInTheDocument()
+    expect(screen.getByText('Draft again')).toBeInTheDocument()
+    expect(mockPropose).toHaveBeenCalledWith('kg1', '2026-09')
+    expect(onDrafted).toHaveBeenCalled()
+    expect(mockPreview).toHaveBeenCalledTimes(2)
+  })
+
+  it('shows a residual as withheld, never as an entry', async () => {
+    mockPreview.mockResolvedValue({
+      ...PREVIEW,
+      proposals: [],
+      residuals: [
+        {
+          entity_id: 'ent_harbor',
+          entity_name: 'Harbor Café LLC',
+          amount: 50000,
+          explanation: 'The parent carries more than its share of capital.',
+        },
+      ],
+    })
+    render(<ConsolidationEntriesPanel graphId="kg1" period="2026-09" />)
+
+    expect(
+      await screen.findByText('Withheld until explained')
+    ).toBeInTheDocument()
+    expect(
+      screen.getByText(/The parent carries more than its share/)
+    ).toBeInTheDocument()
+    // Nothing to draft: the button is there but holds back.
+    expect(screen.getByText('Draft entries').closest('button')).toBeDisabled()
+  })
+
+  it('says a closed month is as posted, with nothing to draft', async () => {
+    mockPreview.mockResolvedValue({
+      ...PREVIEW,
+      proposals: [],
+      up_to_date: true,
+      closed: true,
+    })
+    render(<ConsolidationEntriesPanel graphId="kg1" period="2026-09" />)
+
+    expect(
+      await screen.findByText(/This month is closed here/)
+    ).toBeInTheDocument()
+    expect(screen.queryByText('Draft entries')).not.toBeInTheDocument()
+  })
+
+  it('says when the entity already holds what the month needs', async () => {
+    mockPreview.mockResolvedValue({
+      ...PREVIEW,
+      proposals: [],
+      up_to_date: true,
+    })
+    render(<ConsolidationEntriesPanel graphId="kg1" period="2026-09" />)
+
+    expect(await screen.findByText('Up to date')).toBeInTheDocument()
+  })
+
+  it('never shows the raw error envelope', async () => {
+    mockPreview.mockRejectedValue(
+      new Error(
+        'Preview consolidation entries failed: {"detail":"This group has no consolidation entity."}'
+      )
+    )
+    render(<ConsolidationEntriesPanel graphId="kg1" period="2026-09" />)
+
+    await waitFor(() =>
+      expect(
+        screen.getByText('This group has no consolidation entity.')
+      ).toBeInTheDocument()
+    )
+    expect(screen.queryByText(/"detail"/)).not.toBeInTheDocument()
+  })
+})

src/app/(app)/ledger/close/__tests__/PeriodClosePanel.test.tsx

@@ -95,6 +95,18 @@ vi.mock('next/link', () => ({
   default: ({ href, children }: any) => <a href={href}>{children}</a>,
 }))
 
+let mockScopedEntity: { entityRole: string } | null = null
+
+vi.mock('@/lib/entity-scope', () => ({
+  useEntityScope: () => ({ entity: mockScopedEntity }),
+}))
+
+vi.mock('../components/ConsolidationEntriesPanel', () => ({
+  default: ({ period }: any) => (
+    <div data-testid="consolidation-entries">{period}</div>
+  ),
+}))
+
 import PeriodClosePanel from '../components/PeriodClosePanel'
 
 const CALENDAR = {
@@ -575,3 +587,45 @@ describe('PeriodClosePanel — close overrides', () => {
     expect(screen.queryByText(/to QuickBooks/)).not.toBeInTheDocument()
   })
 })
+
+describe('PeriodClosePanel — consolidating entries', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+    mockGetFiscalCalendar.mockResolvedValue(CALENDAR)
+    mockGetPeriodCloseStatus.mockResolvedValue({
+      schedules: [],
+      totalDraft: 0,
+      totalPosted: 0,
+    })
+    mockListPeriodDrafts.mockResolvedValue({
+      draftCount: 0,
+      totalDebit: 0,
+      totalCredit: 0,
+      allBalanced: true,
+      qbPublishCount: 0,
+      localOnlyCount: 0,
+      drafts: [],
+    })
+  })
+
+  it("shows the engine's entries on the consolidation entity's close", async () => {
+    mockScopedEntity = { entityRole: 'consolidation' }
+    render(<PeriodClosePanel graphId="kg1" entityId="ent_cons" />)
+
+    expect(
+      await screen.findByTestId('consolidation-entries')
+    ).toHaveTextContent('2026-05')
+    mockScopedEntity = null
+  })
+
+  it('leaves them off an operating company', async () => {
+    mockScopedEntity = { entityRole: 'operating' }
+    render(<PeriodClosePanel graphId="kg1" />)
+
+    await screen.findByText('Close Period')
+    expect(
+      screen.queryByTestId('consolidation-entries')
+    ).not.toBeInTheDocument()
+    mockScopedEntity = null
+  })
+})