---
id: SCR-ACC-REC-007
title: Close readiness
route: '/console/{tenantId}/accounting/reconciliation/close'
surface: console
product_area: accounting
module: reconciliation
revision: 3
status: draft
design_intent: confirmed
origin: >-
  ACCT-M8 plan D6 (Close Readiness among the rebuilt screens), approved by
  Andrew 2026-10-22; Andrew, 2026-10-16 (one finding per problem); the built
  screen is the approved baseline
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Preview period reconciliation blockers and financial positions without closing
  the period.
supports:
  - JNY-ACC-REC-005
  - CAP-ACC-REC-018
permission: >-
  accounting.application.access; shared loading also requires payout,
  settlement-item, reconciliation and exception read grants
entry_from:
  - The Reconciliation section navigation
  - 'Month-End Close, for the reconciliation part of a period'
exits_to:
  - '/console/{tenantId}/accounting/reconciliation/payouts/{id}'
  - '/console/{tenantId}/accounting/reconciliation/payouts'
  - '/console/{tenantId}/accounting/reconciliation/batches'
  - '/console/{tenantId}/accounting/reconciliation/outstanding'
  - '/console/{tenantId}/accounting/reconciliation/exceptions'
displays:
  - field: Fiscal year and period selection
    source: Books fiscal years for the unit
  - field: >-
      Blockers and warnings, each with its finding, subject, amount and a Go To
      link
    source: DOM-ACC-REC-005 findings (getReconciliationReadiness)
  - field: >-
      Clearing lines per merchant account with clearing ledger account, posted
      balance, outstanding money and difference
    source: >-
      Readiness adapter expects aggregate balance and outstanding fields absent
      from the service response
  - field: Payment positions per currency
    source: DOM-ACC-REC-005 payment positions
  - field: Accepted exceptions with requester and approver
    source: DOM-ACC-REC-005 accepted exceptions
actions:
  - label: Go To a finding's record
    operation_id: 'none: navigation from local finding-code and entity-type mappings'
    permission: accounting.reconciliation-batches.read
    confirm: false
  - label: Retry loading
    operation_id: getReconciliationReadiness
    permission: accounting.reconciliation-batches.read
    confirm: false
states:
  - loading
  - empty
  - error
validation:
  - BR-CAP-ACC-REC-018-15
  - BR-CAP-ACC-REC-018-01
patterns:
  - Standard ReconPage layout
  - Fiscal-year and period selects
  - 'Tables for findings, clearing, positions and accepted concerns'
  - Section load errors with retry
component: components/accounting/reconciliation/close-screen.tsx (CloseScreen)
evidence:
  - >-
    react-console at baf6dae3:
    app/(console)/console/[tenantId]/accounting/reconciliation/close/page.tsx;
    components/accounting/reconciliation/close-screen.tsx;
    lib/accounting/reconciliation/store.tsx (readReadiness, readFiscalYears),
    client.ts.
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-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-002, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002]
---
# Close readiness

## What the Screen Is For

Controllers preview what reconciliation would contribute to a chosen period’s close review. Close owns the actual period decision.

## What It Shows and Lets People Do

Year and period selectors request readiness for today. Findings and financial sections display the adapted response; local code mappings supply links rather than service navigation metadata. Clearing and accepted-concern field mismatches and lost availability data weaken this presentation.

## States and Errors

Fiscal-year and readiness reads have separate loading and retry controls once shared loading succeeds. Empty sections do not issue a close command.

## Patterns It Must Respect

The Standard layout separates findings, clearing, positions and accepted work into tables. The existing adaptation cannot be treated as faithful financial evidence until its reported mapping findings are addressed.