Phase E: Add Bank Reconciliation
- IsCleared + ClearedDate added to Payment, BillPayment, Expense entities - BankReconciliation entity (account, statement date, beginning/ending balance, status) - BankReconciliationStatus enum (InProgress, Completed) - Migration AddBankReconciliation: new BankReconciliations table + IsCleared/ClearedDate columns - IUnitOfWork/UnitOfWork wired with BankReconciliations repo - BankReconciliationsController: Index, Create, Reconcile, ToggleCleared (AJAX), Complete, Report - Reconcile view: deposit/payment checkboxes with live running balance and difference via JS - Complete is gated: only enabled when difference == $0.00 - Nav: Bank Reconciliation added to Finance section in _Layout Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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using System;
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using Microsoft.EntityFrameworkCore.Migrations;
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#nullable disable
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namespace PowderCoating.Infrastructure.Migrations
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{
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/// <inheritdoc />
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public partial class AddBankReconciliation : Migration
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{
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/// <inheritdoc />
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protected override void Up(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.AddColumn<DateTime>(
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name: "ClearedDate",
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table: "Payments",
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type: "datetime2",
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nullable: true);
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migrationBuilder.AddColumn<bool>(
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name: "IsCleared",
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table: "Payments",
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type: "bit",
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nullable: false,
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defaultValue: false);
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migrationBuilder.AddColumn<DateTime>(
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name: "ClearedDate",
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table: "Expenses",
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type: "datetime2",
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nullable: true);
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migrationBuilder.AddColumn<bool>(
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name: "IsCleared",
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table: "Expenses",
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type: "bit",
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nullable: false,
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defaultValue: false);
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migrationBuilder.AddColumn<DateTime>(
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name: "ClearedDate",
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table: "BillPayments",
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type: "datetime2",
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nullable: true);
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migrationBuilder.AddColumn<bool>(
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name: "IsCleared",
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table: "BillPayments",
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type: "bit",
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nullable: false,
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defaultValue: false);
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migrationBuilder.CreateTable(
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name: "BankReconciliations",
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columns: table => new
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{
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Id = table.Column<int>(type: "int", nullable: false)
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.Annotation("SqlServer:Identity", "1, 1"),
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AccountId = table.Column<int>(type: "int", nullable: false),
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StatementDate = table.Column<DateTime>(type: "datetime2", nullable: false),
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BeginningBalance = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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EndingBalance = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
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Status = table.Column<int>(type: "int", nullable: false),
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CompletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CompletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
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CompanyId = table.Column<int>(type: "int", nullable: false),
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CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDeleted = table.Column<bool>(type: "bit", nullable: false),
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DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_BankReconciliations", x => x.Id);
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table.ForeignKey(
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name: "FK_BankReconciliations_Accounts_AccountId",
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column: x => x.AccountId,
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principalTable: "Accounts",
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principalColumn: "Id",
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onDelete: ReferentialAction.Restrict);
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});
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8472));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8478));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8479));
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migrationBuilder.CreateIndex(
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name: "IX_BankReconciliations_AccountId",
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table: "BankReconciliations",
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column: "AccountId");
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}
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/// <inheritdoc />
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protected override void Down(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.DropTable(
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name: "BankReconciliations");
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migrationBuilder.DropColumn(
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name: "ClearedDate",
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table: "Payments");
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migrationBuilder.DropColumn(
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name: "IsCleared",
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table: "Payments");
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migrationBuilder.DropColumn(
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name: "ClearedDate",
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table: "Expenses");
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migrationBuilder.DropColumn(
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name: "IsCleared",
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table: "Expenses");
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migrationBuilder.DropColumn(
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name: "ClearedDate",
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table: "BillPayments");
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migrationBuilder.DropColumn(
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name: "IsCleared",
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table: "BillPayments");
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 3, 58, 27, 360, DateTimeKind.Utc).AddTicks(6994));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 3, 58, 27, 360, DateTimeKind.Utc).AddTicks(7001));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 10, 3, 58, 27, 360, DateTimeKind.Utc).AddTicks(7003));
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}
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}
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}
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