Merge pull request #317 from RoboFinSystems/feature/reconciling-item-blocker-copy

fix(close): explain the reconciling-item blocker instead of printing its code

Author: jfrench9

src/app/(app)/ledger/close/__tests__/PeriodClosePanel.test.tsx

@@ -294,6 +294,23 @@ describe('PeriodClosePanel — blockers name what is holding the close', () => {
     ).toBeInTheDocument()
   })
 
+  it('explains a reconciling-item blocker instead of printing its code', async () => {
+    mockGetFiscalCalendar.mockResolvedValue({
+      ...CALENDAR,
+      closeableNow: false,
+      blockers: ['reconciling_items'],
+    })
+    render(<PeriodClosePanel graphId="kg1" />)
+
+    // Unknown codes fall back to the raw string, which reads as a bug to
+    // the user and offers no next step. This blocker fires the first time
+    // anyone edits a synced transaction in QuickBooks, so it needs copy.
+    expect(
+      await screen.findByText(/edited in QuickBooks after they were synced/)
+    ).toBeInTheDocument()
+    expect(screen.queryByText('reconciling_items')).not.toBeInTheDocument()
+  })
+
   it('marks the sample as partial when the count exceeds it', async () => {
     mockGetFiscalCalendar.mockResolvedValue({
       ...CALENDAR,

src/app/(app)/ledger/close/components/PeriodClosePanel.tsx

@@ -67,6 +67,8 @@ const BLOCKER_MESSAGES: Record<string, string> = {
     'Scheduled entries for this period are still pending — promote them so their adjusting entries get drafted, then close.',
   stranded_obligations:
     'Some scheduled entries were promoted but never drafted, so closing now would omit them. Re-run promotion with handler dispatch, or void the obligations.',
+  reconciling_items:
+    'Transactions edited in QuickBooks after they were synced are still awaiting a decision. Review each one and choose how to treat it — restate the original months, book a catch-up entry, or record that you already handled it — then close.',
 }
 
 /**