AHMADJAN-New/nazim-finance
.cursor/skills/nazim-finance/SKILL.md
Finance module patterns for Nazim. Use when working on accounts, categories, projects, donors, entries, reports, fees, or currencies. Covers useFinance hooks, finance structure, reports, fees, multi-tenancy, types and mapper.
development
Updated Apr 16, 2026
$ install --global
skillsauthnpx skillsauth add AHMADJAN-New/nazim-web nazim-financeInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 8:59 PM1.8s1 file scanned
SKILL.md
- name:
- nazim-finance
- description:
- Finance module patterns for Nazim. Use when working on accounts, categories, projects, donors, entries, reports, fees, or currencies. Covers useFinance hooks, finance structure, reports, fees, multi-tenancy, types and mapper.
Nazim Finance
Finance covers general ledger (accounts, income/expense categories, projects, donors, entries), reports, and fees. Follow multi-tenancy and API/domain type patterns.
Finance Structure
- Accounts — Cash/fund locations;
type: 'cash' | 'fund' - Income categories — For income entries; optional
isRestricted - Expense categories — For expense entries
- Projects — Budget tracking;
status: 'planning' | 'active' | 'completed' | 'cancelled' - Donors — For income entries;
type: 'individual' | 'organization' - Income/Expense entries — Linked to account, category, optional project/donor (income), amount, date, payment method
Hooks (useFinance.tsx)
- Base currency:
useFinanceBaseCurrency()— base currency for display (from useCurrencies) - Accounts:
useFinanceAccounts(params?),useCreateFinanceAccount,useUpdateFinanceAccount,useDeleteFinanceAccount - Income categories:
useIncomeCategories(params?),useCreateIncomeCategory,useUpdateIncomeCategory,useDeleteIncomeCategory - Expense categories:
useExpenseCategories(params?),useCreateExpenseCategory,useUpdateExpenseCategory,useDeleteExpenseCategory - Projects:
useFinanceProjects(params?),useCreateFinanceProject,useUpdateFinanceProject,useDeleteFinanceProject - Donors:
useDonors(params?),useCreateDonor,useUpdateDonor,useDeleteDonor - Income entries:
useIncomeEntries(params?),useCreateIncomeEntry,useUpdateIncomeEntry,useDeleteIncomeEntry - Expense entries:
useExpenseEntries(params?),useCreateExpenseEntry,useUpdateExpenseEntry,useDeleteExpenseEntry - Reports:
useFinanceDashboard,useDailyCashbook,useIncomeVsExpenseReport,useProjectSummaryReport,useDonorSummaryReport,useAccountBalancesReport
Query keys include profile?.organization_id, profile?.default_school_id where applicable. Mutations invalidate related query keys (e.g. finance-dashboard, income-entries, daily-cashbook).
Fees (Separate)
Fees are in a separate area: FeeDashboard, FeeStructuresPage, FeeAssignmentsPage, FeePaymentsPage, FeeExceptionsPage, FeeReportsPage. Use fee-specific hooks (e.g. useFees, useFeeStructures) from the API client; same multi-tenancy rules apply.
Currencies
useCurrencies({ isActive: true })— list active currenciesuseFinanceBaseCurrency()— base currency for finance (first base active or first active)
Types and Mapper
- Domain: frontend/src/types/domain/finance.ts — FinanceAccount, IncomeCategory, ExpenseCategory, FinanceProject, Donor, IncomeEntry, ExpenseEntry, FinanceDashboard, report types
- API: frontend/src/types/api/finance.ts
- Mapper: frontend/src/mappers/financeMapper.ts — mapApiToDomain, mapFormToInsert for each entity
Multi-Tenancy
- Query keys:
['finance-accounts', profile?.organization_id, profile?.default_school_id ?? null, params] - Hooks use
profile?.organization_id; school-scoped where applicable - Follow nazim-multi-tenancy for new finance endpoints or pages
Checklist
- [ ] Use domain types and mapper for API ↔ UI
- [ ] Query keys include organization_id and default_school_id
- [ ] Invalidate finance-dashboard and related report keys on mutations
- [ ] Use useFinanceBaseCurrency for amount display when no account/project currency
Additional Resources
- Finance status badges (paid, partial, pending, overdue), report types: reference.md
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