Root of a granular GSTR-1 outward-supply return: one filing per filer GSTIN and return period (the period is the linked GSTFiscalPeriod via gstFiscalPeriodId, not a raw MMYYYY string). Draft headers are auto-provisioned per active GSTRegistration each period by the GST-return provisioning service; the table-wise detail (B2B, B2C large/small, credit/debit notes, exports, nil-rated, HSN summary, documents issued) hangs off it as child collections, and every child row carries a Source discriminator separating Books rows (materialized from output TaxTransaction by ProcessGSTR1Data) from Portal rows (pulled from GSTIN) in the same tables. Status runs a filing lifecycle from Draft to Filed - a Filed return is frozen: re-processing is refused and corrections go through an amendment. Incremental processing uses a header watermark (last processed time + source row count) so unchanged periods skip outright.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
FilingDate | Filing Date | Date | | |
GSTFiscalPeriodId | GST Fiscal Period | Lookup → GSTFiscalPeriod | | The return period, modelled as a link to GSTFiscalPeriod rather than a raw MMYYYY string. Processing is refused while it is empty, and the period's month/year scope the TaxTransaction rows the Books side is built from. |
GSTIN | GSTIN | Text | | The filer's own 15-character GSTIN. Format-validated on save; processing and filing are refused while it is empty. Materialization selects output TaxTransaction rows whose own-GSTIN matches this value. |
Id | Id | Guid | Yes | |
IsFiled | Is Filed | Boolean | | |
Label | Label | Text | | |
LastProcessedSourceCount | Source Rows Processed | Number, hidden | | |
LastProcessedUtc | Last Processed | DateAndTime | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ProcessedInvoiceValue | Processed Invoice Value | Decimal | | Total processed outward-supply invoice value for the period, written by materialization and surfaced on the GST console GSTR-1 card. A roll-up, not an input. |
RecordTypeId | Record Type | Guid | | |
Status | Status | PickList | | Filing lifecycle, Draft to Filed. Filed is load-bearing: it freezes the period against re-processing (ProcessGSTR1Data is refused), the filing action refuses an already-Filed return, and the GSTR-9 filed-returns rollup selects on it. Corrections to a Filed period go through an amendment, not a re-process. Values: Draft, Processed, Submitted, Filed, Error. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
CarryForward | Carry Forward | ServerAction (CarryForward) | Row-level reconciliation decision on selected document rows of this filing: report them in the NEXT return period's filing instead of this one. Rows are neither moved nor copied - the decision re-points which return counts them, and the HSN summary re-derives on both filings. The next period's filing need not exist yet (one provisioned later picks the documents up), and the action is legal on a Filed filing - the usual case is a document found missing in GSTN after filing. Rejects an empty selection, non-document rows, Portal rows, rows of another filing, already-carried rows, and an already-Filed next period. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
FileToGSTN | File To GSTN | ServerAction (FileToGSTN) | File GSTR1 |
GetGSTR1 | Get from GSTR1 | ServerAction (GetGSTR1) | Read-only: builds the GSTN-style consolidated summary for one filing - one block per return table with document counts, invoice value and the IGST/CGST/SGST-UTGST/cess totals, plus a drill-down target per row and grand totals - in a single response. Optional source argument selects the Books side (default) or the Portal side; reconciliation decisions are applied, so ignored and carried-forward documents are held out of the figures and reported as separate decision counts. |
GetGSTR1Reconciliation | Get GSTR1 Reconciliation | ServerAction (GetGSTR1Reconciliation) | Get GSTR1 Reconciliation |
Ignore | Ignore | ServerAction (Ignore) | Row-level reconciliation decision on selected document rows of this filing: drop them from the filing outright - unlike CarryForward, no later filing picks them up. The filing's summary figures exclude ignored rows and report them in a separate decision count. |
New | New | New | New |
ProcessGSTR1Data | Process GSTR1 | ServerAction (ProcessGSTR1Data) | Materializes the Books side of the filing from the period's output TaxTransaction rows for the filer GSTIN. Incremental: an unchanged period skips outright via the header watermark, and a changed one merges by originating document - rows update in place keeping their ids and reconciliation decisions, new documents append, vanished ones soft-remove. Refused on a Filed return (corrections go through an amendment). An optional rebuild argument forces the legacy wipe-and-rebuild repair path, which discards the reconciliation decisions. Portal rows are never touched. |
PullFromGSTIN | Pull from GSTIN | ServerAction (PullFromGSTIN) | Push to GSTIN |
Test | Test | Edit | test |
