Phase C: Add Manual Journal Entries (double-entry GL)

- JournalEntry + JournalEntryLine entities with Draft/Posted/Reversed lifecycle
- JournalEntryStatus enum (Draft, Posted, Reversed)
- Migration AddJournalEntries: two new tables with self-referencing reversal FK
- IUnitOfWork/UnitOfWork wired with JournalEntries + JournalEntryLines repos
- ApplicationDbContext: DbSets, tenant query filters, reversal FK config
- LedgerService: JE lines added as 10th source in GetAccountLedgerAsync and ComputePriorBalanceAsync
- JournalEntriesController: Index (All/Draft/Posted tabs), Create, Details, Post, Reverse, Delete
- Views: Index, Create (dynamic balanced line grid with running debit/credit totals), Details
- journal-entry-create.js: dynamic line management with balance indicator
- Nav: Journal Entries added to Finance section in _Layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-09 23:56:03 -04:00
parent 0afb474c3e
commit a33687f7bd
15 changed files with 11017 additions and 3 deletions
@@ -5073,6 +5073,132 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("JobTimeEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntry", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<DateTime>("EntryDate")
.HasColumnType("datetime2");
b.Property<string>("EntryNumber")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<bool>("IsReversal")
.HasColumnType("bit");
b.Property<DateTime?>("PostedAt")
.HasColumnType("datetime2");
b.Property<string>("PostedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Reference")
.HasColumnType("nvarchar(max)");
b.Property<int?>("ReversalOfId")
.HasColumnType("int");
b.Property<int>("Status")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("ReversalOfId");
b.ToTable("JournalEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntryLine", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("AccountId")
.HasColumnType("int");
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<decimal>("CreditAmount")
.HasColumnType("decimal(18,2)");
b.Property<decimal>("DebitAmount")
.HasColumnType("decimal(18,2)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<int>("JournalEntryId")
.HasColumnType("int");
b.Property<int>("LineOrder")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("AccountId");
b.HasIndex("JournalEntryId");
b.ToTable("JournalEntryLines");
});
modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
{
b.Property<int>("Id")
@@ -6080,7 +6206,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 3, 25, 9, 644, DateTimeKind.Utc).AddTicks(9957),
CreatedAt = new DateTime(2026, 5, 10, 3, 45, 31, 524, DateTimeKind.Utc).AddTicks(9350),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6091,7 +6217,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 3, 25, 9, 644, DateTimeKind.Utc).AddTicks(9963),
CreatedAt = new DateTime(2026, 5, 10, 3, 45, 31, 524, DateTimeKind.Utc).AddTicks(9357),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6102,7 +6228,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 3, 25, 9, 644, DateTimeKind.Utc).AddTicks(9965),
CreatedAt = new DateTime(2026, 5, 10, 3, 45, 31, 524, DateTimeKind.Utc).AddTicks(9359),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -8762,6 +8888,35 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Worker");
});
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntry", b =>
{
b.HasOne("PowderCoating.Core.Entities.JournalEntry", "ReversalOf")
.WithMany()
.HasForeignKey("ReversalOfId")
.OnDelete(DeleteBehavior.Restrict);
b.Navigation("ReversalOf");
});
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntryLine", b =>
{
b.HasOne("PowderCoating.Core.Entities.Account", "Account")
.WithMany()
.HasForeignKey("AccountId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.HasOne("PowderCoating.Core.Entities.JournalEntry", "JournalEntry")
.WithMany("Lines")
.HasForeignKey("JournalEntryId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.Navigation("Account");
b.Navigation("JournalEntry");
});
modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
{
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "AssignedUser")
@@ -9482,6 +9637,11 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("PrepServices");
});
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntry", b =>
{
b.Navigation("Lines");
});
modelBuilder.Entity("PowderCoating.Core.Entities.OvenBatch", b =>
{
b.Navigation("Items");