Phase G: Add Recurring Transactions (BackgroundService + CRUD UI)
- RecurringTemplate entity with Frequency/IntervalCount/NextFireDate/EndDate/MaxOccurrences/TemplateData JSON - RecurringFrequency + RecurringTemplateType enums - RecurringTransactionService BackgroundService: hourly check, creates Draft bills or immediate expenses, advances NextFireDate, auto-deactivates on limits - RecurringTemplatesController: Index/Create/Edit/ToggleActive/Delete/GenerateNow (on-demand fire) - Three views + external JS for type-toggle and dynamic bill line items - Finance sidebar nav: Recurring Transactions - Migration: AddRecurringTemplates 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 AddRecurringTemplates : 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.DropForeignKey(
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name: "FK_VendorCreditApplications_Bills_BillId",
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table: "VendorCreditApplications");
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migrationBuilder.DropForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId",
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table: "VendorCreditApplications");
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migrationBuilder.AddColumn<int>(
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name: "VendorCreditId1",
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table: "VendorCreditApplications",
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type: "int",
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nullable: true);
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migrationBuilder.CreateTable(
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name: "RecurringTemplates",
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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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Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
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TemplateType = table.Column<int>(type: "int", nullable: false),
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Frequency = table.Column<int>(type: "int", nullable: false),
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IntervalCount = table.Column<int>(type: "int", nullable: false),
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NextFireDate = table.Column<DateTime>(type: "datetime2", nullable: false),
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EndDate = table.Column<DateTime>(type: "datetime2", nullable: true),
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MaxOccurrences = table.Column<int>(type: "int", nullable: true),
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OccurrenceCount = table.Column<int>(type: "int", nullable: false),
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IsActive = table.Column<bool>(type: "bit", nullable: false),
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TemplateData = table.Column<string>(type: "nvarchar(max)", nullable: false),
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LastError = 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_RecurringTemplates", x => x.Id);
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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, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6262));
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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, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6270));
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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, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6271));
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migrationBuilder.CreateIndex(
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name: "IX_VendorCreditApplications_VendorCreditId1",
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table: "VendorCreditApplications",
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column: "VendorCreditId1");
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migrationBuilder.AddForeignKey(
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name: "FK_VendorCreditApplications_Bills_BillId",
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table: "VendorCreditApplications",
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column: "BillId",
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principalTable: "Bills",
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principalColumn: "Id");
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migrationBuilder.AddForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId",
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table: "VendorCreditApplications",
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column: "VendorCreditId",
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principalTable: "VendorCredits",
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principalColumn: "Id");
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migrationBuilder.AddForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId1",
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table: "VendorCreditApplications",
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column: "VendorCreditId1",
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principalTable: "VendorCredits",
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principalColumn: "Id");
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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.DropForeignKey(
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name: "FK_VendorCreditApplications_Bills_BillId",
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table: "VendorCreditApplications");
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migrationBuilder.DropForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId",
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table: "VendorCreditApplications");
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migrationBuilder.DropForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId1",
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table: "VendorCreditApplications");
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migrationBuilder.DropTable(
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name: "RecurringTemplates");
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migrationBuilder.DropIndex(
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name: "IX_VendorCreditApplications_VendorCreditId1",
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table: "VendorCreditApplications");
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migrationBuilder.DropColumn(
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name: "VendorCreditId1",
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table: "VendorCreditApplications");
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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, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3903));
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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, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3909));
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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, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3910));
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migrationBuilder.AddForeignKey(
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name: "FK_VendorCreditApplications_Bills_BillId",
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table: "VendorCreditApplications",
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column: "BillId",
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principalTable: "Bills",
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principalColumn: "Id",
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onDelete: ReferentialAction.Cascade);
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migrationBuilder.AddForeignKey(
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name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId",
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table: "VendorCreditApplications",
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column: "VendorCreditId",
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principalTable: "VendorCredits",
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principalColumn: "Id",
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onDelete: ReferentialAction.Cascade);
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}
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}
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}
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@@ -6293,7 +6293,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 1,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3903),
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CreatedAt = new DateTime(2026, 5, 10, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6262),
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Description = "Standard pricing for regular customers",
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DiscountPercent = 0m,
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IsActive = true,
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@@ -6304,7 +6304,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 2,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3909),
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CreatedAt = new DateTime(2026, 5, 10, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6270),
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Description = "5% discount for preferred customers",
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DiscountPercent = 5m,
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IsActive = true,
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@@ -6315,7 +6315,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 3,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3910),
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CreatedAt = new DateTime(2026, 5, 10, 15, 1, 54, 769, DateTimeKind.Utc).AddTicks(6271),
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Description = "10% discount for premium customers",
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DiscountPercent = 10m,
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IsActive = true,
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@@ -7272,6 +7272,78 @@ namespace PowderCoating.Infrastructure.Migrations
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b.ToTable("QuoteStatusLookups");
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});
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modelBuilder.Entity("PowderCoating.Core.Entities.RecurringTemplate", b =>
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{
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b.Property<int>("Id")
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.ValueGeneratedOnAdd()
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.HasColumnType("int");
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SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
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b.Property<int>("CompanyId")
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.HasColumnType("int");
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b.Property<DateTime>("CreatedAt")
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.HasColumnType("datetime2");
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b.Property<string>("CreatedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<DateTime?>("DeletedAt")
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.HasColumnType("datetime2");
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b.Property<string>("DeletedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<DateTime?>("EndDate")
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.HasColumnType("datetime2");
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b.Property<int>("Frequency")
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.HasColumnType("int");
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b.Property<int>("IntervalCount")
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.HasColumnType("int");
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b.Property<bool>("IsActive")
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.HasColumnType("bit");
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b.Property<bool>("IsDeleted")
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.HasColumnType("bit");
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b.Property<string>("LastError")
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.HasColumnType("nvarchar(max)");
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b.Property<int?>("MaxOccurrences")
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.HasColumnType("int");
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b.Property<string>("Name")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<DateTime>("NextFireDate")
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.HasColumnType("datetime2");
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b.Property<int>("OccurrenceCount")
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.HasColumnType("int");
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b.Property<string>("TemplateData")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<int>("TemplateType")
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.HasColumnType("int");
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b.Property<DateTime?>("UpdatedAt")
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.HasColumnType("datetime2");
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b.Property<string>("UpdatedBy")
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.HasColumnType("nvarchar(max)");
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b.HasKey("Id");
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b.ToTable("RecurringTemplates");
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});
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modelBuilder.Entity("PowderCoating.Core.Entities.Refund", b =>
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{
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b.Property<int>("Id")
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@@ -8099,12 +8171,17 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Property<int>("VendorCreditId")
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.HasColumnType("int");
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b.Property<int?>("VendorCreditId1")
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.HasColumnType("int");
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b.HasKey("Id");
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b.HasIndex("BillId");
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b.HasIndex("VendorCreditId");
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b.HasIndex("VendorCreditId1");
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b.ToTable("VendorCreditApplications");
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});
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@@ -9802,15 +9879,19 @@ namespace PowderCoating.Infrastructure.Migrations
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b.HasOne("PowderCoating.Core.Entities.Bill", "Bill")
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.WithMany()
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.HasForeignKey("BillId")
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.OnDelete(DeleteBehavior.Cascade)
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.OnDelete(DeleteBehavior.NoAction)
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.IsRequired();
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b.HasOne("PowderCoating.Core.Entities.VendorCredit", "VendorCredit")
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.WithMany("Applications")
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.WithMany()
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.HasForeignKey("VendorCreditId")
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.OnDelete(DeleteBehavior.Cascade)
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.OnDelete(DeleteBehavior.NoAction)
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.IsRequired();
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b.HasOne("PowderCoating.Core.Entities.VendorCredit", null)
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.WithMany("Applications")
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.HasForeignKey("VendorCreditId1");
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b.Navigation("Bill");
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b.Navigation("VendorCredit");
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