Use this page for technical screen behavior, source references, and active Playwright coverage.
Chart Of Accounts supports account tree, search/filter, seed default COA, create/edit, block/activate/delete.
This screen does not have a dedicated detailed markdown file yet, so the use-case page is generated from the master screen catalog.
| Use Case ID | Control Or Trigger | Business Outcome |
|---|---|---|
| UC-MSTR-GL-001 | Load COA tree with search and type filters | Finance user can find accounts quickly |
| UC-MSTR-GL-002 | Seed default COA | New business can bootstrap with a working account structure |
| UC-MSTR-GL-003 | Create a posting account | User can add a new operational account |
| UC-MSTR-GL-004 | Create a header account and parent-child structure | COA hierarchy stays organized |
| UC-MSTR-GL-005 | Edit account attributes such as code, type, tax, or reconciliation flags | Account metadata stays accurate |
| UC-MSTR-GL-006 | Activate, deactivate, block, or unblock an account | Posting availability is controlled safely |
| UC-MSTR-GL-007 | Delete an unused account | Cleanup is possible without breaking posted data |