---
id: SCR-ACC-CLS-002
title: Period Close Review
route: '/console/{tenantId}/accounting/close/periods/{fiscalYearId}/{periodNumber}'
surface: console
product_area: accounting
module: close
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Inspect a chosen month’s live readiness and retained record, with eligible
  close and correction actions.
supports:
  - JNY-ACC-CLS-001
  - JNY-ACC-CLS-002
  - JNY-ACC-CLS-003
  - JNY-ACC-CLS-006
  - CAP-ACC-CLS-001
  - CAP-ACC-CLS-002
  - CAP-ACC-CLS-004
  - CAP-ACC-CLS-005
  - CAP-ACC-CLS-006
  - CAP-ACC-CLS-007
  - CAP-ACC-CLS-008
  - CAP-ACC-CLS-011
  - CAP-ACC-CLS-014
permission: accounting.fiscal-periods.read (the close layout's guard)
entry_from:
  - '/console/{tenantId}/accounting/close (the month selector)'
  - '/console/{tenantId}/accounting/close/history (a month without a run record)'
  - >-
    /console/{tenantId}/accounting/close/years/{fiscalYearId} (a month of the
    year)
  - >-
    /console/{tenantId}/accounting/close/runs/{runId} (View Close Record, Go to
    the next month)
exits_to:
  - '/console/{tenantId}/accounting/close (changing business unit)'
  - '/console/{tenantId}/accounting/close/runs/{runId}'
  - '/console/{tenantId}/accounting/close/history'
displays:
  - field: 'Selected month context, its calendar-derived business unit and state.'
    source: listFiscalClosePeriods (DOM-ACC-CLS-001)
  - field: 'Current evaluation with summary, checks, details and payment context.'
    source: getFiscalCloseReadiness (DOM-ACC-CLS-002)
  - field: 'The closed month’s retained evaluation, exceptions and correction history.'
    source: getFiscalCloseRecord (DOM-ACC-CLS-004)
  - field: Authorization explanations for unavailable actions.
    source: getFiscalCloseAuthorization
actions:
  - label: Close <month>
    operation_id: closeFiscalPeriod
    permission: accounting.fiscal-periods.close
    confirm: true
  - label: Reopen <latest closed month>
    operation_id: reopenFiscalPeriod
    permission: accounting.fiscal-periods.reopen
    confirm: true
  - label: Evaluate Again
    operation_id: getFiscalCloseReadiness
    permission: accounting.fiscal-periods.read
    confirm: false
  - label: View Run
    operation_id: getFiscalCloseRun
    permission: accounting.fiscal-periods.read
    confirm: false
states:
  - loading
  - >-
    empty (the selected year is missing); invalid months can instead fail
    readiness loading
  - error (failed loads offer Retry)
  - >-
    read-only (submission requires the current month and the relevant action
    authority)
  - inactive (a close or reopen currently protects this month)
validation:
  - BR-CAP-ACC-CLS-002-01
  - BR-CAP-ACC-CLS-002-02
  - BR-CAP-ACC-CLS-002-09
  - BR-CAP-ACC-CLS-004-10
  - BR-CAP-ACC-CLS-008-12
  - BR-CAP-ACC-CLS-011-10
patterns:
  - Full layout (PageLayout and PageHeader)
  - Permission guard (RequirePermission on the close layout)
  - 'Loading indicator panel, Notice and Error panel with Retry'
  - 'Readiness summary, checklist and check detail drawer'
  - Close record sections
  - Dialogs for close and reopen with typed confirmation
component: >-
  react-console:components/accounting/close/close-workspace.tsx (CloseWorkspace
  with a fiscal year and period number), close-record.tsx
evidence:
  - >-
    react-console at baf6dae3:
    app/(console)/console/[tenantId]/accounting/close/periods/[fiscalYearId]/[periodNumber]/page.tsx;
    components/accounting/close/close-workspace.tsx, close-record.tsx.
  - >-
    react-console:components/console/page-layout.tsx:PageLayout;
    lib/layout/page-width.ts:DEFAULT_PAGE_WIDTH (dependencies imported by the
    hosted pages); components/accounting/close/close-dialog.tsx:CloseDialog;
    reopen-dialog.tsx:ReopenDialog
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-001, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-005]
---

# Period Close Review

## What the Screen Is For

A selected-month route lets reviewers inspect a particular calendar month instead of the current default. It shares the close workspace and can show both current readiness and retained closing evidence.

## What It Shows and Lets People Do

The chosen year determines the business unit. Its readiness loads live, while a closed month’s record preserves the earlier calculation. Close is available only for an authorized current open month. Reopen targets the business unit’s latest eligible closed month, which can differ from the selected month.

## States and Errors

The page rejects noninteger or nonpositive month numbers before rendering. It does not reject every out-of-range number locally; the live API validates the upper bound. An unknown year shows a notice, while an absent month can fail readiness loading. Closed-month live readiness can differ from its captured record.

## Patterns It Must Respect

The selected-month page retains PageLayout, PageHeader, the inherited read-permission guard and CloseWorkspace components. It uses the same confirmation dialogs and evidence sections as the current-month page.