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Domain deep dive — Accounting & compliance

Purpose

Single D1 narrative for engineers and ops-facing developers working on corporate services compliance: accounting packages, auditing milestones, notarization, visa/corporate reports, and ACRA configuration DocTypes. It ties together:

Generated Accounting & compliance DocType reference
Reports catalog — many Lee Kim reports under lee_kim_alliance_erp/report/
ER diagrams by domain — if your team maps compliance entities there

Domain boundary

In scope	Out of scope (link instead)
Progress of Accounting, Progress of Auditing, guidance/notarization lists	Xero AR sync — Finance & AR
ACRA Settings, corporate reports, bank/visa reports	Raw ACRA API cron — Corporate AGM for overlapping ACRA automation
Legacy migration / incomplete markers	Greenfield data migration playbooks

DocType cluster (generated)

Sub-theme	Examples
Progress tracking	`progress_of_accounting`, `progress_of_accountings_list`, `progress_of_auditing`, `progress_of_auditing_child`
Reports & outputs	`accounting_report`, `auditing_report`, `bank_report`, `corporate_report`, `visa_report`, `virtual_office_report`
Guidance / notarization	`guidance`, `guidance_list`, `notarization`, `notarization_list`
Settings	`acra_settings`, `accounting_setting`, `accountings_setting_list`
Tools	`legacy_data_migration_tool`, `incomplete`

Index: accounting-compliance.

Code map

Layer	Primary locations
DocType controllers	`lee_kim_alliance_erp/doctype/<folder>/` — one folder per DocType in this category
Reports	`lee_kim_alliance_erp/report/` — linked from Reports catalog where listed
Hooks	Grep `hooks.py` for DocTypes in this cluster when adding automation

Overlay priority (for `overlays.json`)

Priority	DocType keys	Rationale
P1 — Overlays present	`progress_of_accounting`, `auditing`, `acra_settings` (see `overlays.json`)	Core progress docs + regulator settings
P2	`accounting_setting`, `guidance`, `notarization`	Frequent Desk workflows
P3	Child list DocTypes, single-purpose reports	Add overlays when support repeats the same questions

Failure modes (where to look)

Symptom	First checks
Wrong compliance status	Parent progress DocTypes vs child list rows; permissions
Report empty / wrong period	Report filter defaults, Company link, fiscal dates
ACRA mismatch	ACRA Settings vs live API credentials (site config — not in git)

Logs: Error Log, print/PDF failures in report Python, user-reported Desk screenshots.

Engineering deliverables — governance policies (orthogonal to this domain narrative)
Reports catalog
Domain documentation strategy
Documentation upgrade roadmap