Add Sales Tax Liability report with PDF and CSV export

Invoice-basis report showing taxable vs non-taxable sales, tax billed by GL account, monthly trend table/chart, and full invoice detail grid. Non-taxable invoice rows shaded grey for easy scanning. Quick-preset date buttons (This Month, Last Month, YTD, Last Year) for common filing periods. CSV export formatted for accountants and tax-filing software. Gated behind AllowAccounting() like other financial reports. - SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs - GetSalesTaxReportAsync on IFinancialReportService + implementation - GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation - SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController - Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart - Landing page card added to Finance section - HelpKnowledgeBase and Help/Reports.cshtml updated with full docs Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 12:27:08 -04:00
parent 7e0699d5bd
commit ca4fb959aa
11 changed files with 898 additions and 7 deletions
@@ -1124,6 +1124,74 @@ public class ReportsController : Controller
        return inline ? File(pdfBytes, "application/pdf") : File(pdfBytes, "application/pdf", $"SalesAndIncome-{fromDate:yyyyMMdd}-{toDate:yyyyMMdd}.pdf");
    }

+    /// <summary>
+    /// Sales Tax Liability report (invoice basis). Shows taxable vs non-taxable sales,
+    /// total tax billed, breakdown by tax account and by month, and a full invoice detail grid.
+    /// Gated behind <see cref="AllowAccounting"/>.
+    /// </summary>
+    // GET: /Reports/SalesTax
+    public async Task<IActionResult> SalesTax(DateTime? from, DateTime? to)
+    {
+        if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
+        var fromDate  = (from ?? new DateTime(DateTime.Today.Year, 1, 1)).Date;
+        var toDate    = (to   ?? DateTime.Today).Date;
+        var companyId = int.TryParse(User.FindFirst("CompanyId")?.Value, out var cid) ? cid : 0;
+        var dto = await _financialReports.GetSalesTaxReportAsync(companyId, fromDate, toDate);
+        return View(dto);
+    }
+
+    /// <summary>
+    /// PDF export of the Sales Tax Liability report. Same inline/attachment pattern as other PDF actions.
+    /// Gated behind <see cref="AllowAccounting"/>.
+    /// </summary>
+    // GET: /Reports/SalesTaxPdf
+    public async Task<IActionResult> SalesTaxPdf(DateTime? from, DateTime? to, bool inline = false)
+    {
+        if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
+        var fromDate  = (from ?? new DateTime(DateTime.Today.Year, 1, 1)).Date;
+        var toDate    = (to   ?? DateTime.Today).Date;
+        var companyId = int.TryParse(User.FindFirst("CompanyId")?.Value, out var cid) ? cid : 0;
+        var dto = await _financialReports.GetSalesTaxReportAsync(companyId, fromDate, toDate);
+        var pdfBytes = await _pdfService.GenerateSalesTaxReportPdfAsync(dto);
+        return inline ? File(pdfBytes, "application/pdf") : File(pdfBytes, "application/pdf", $"SalesTaxReport-{fromDate:yyyyMMdd}-{toDate:yyyyMMdd}.pdf");
+    }
+
+    /// <summary>
+    /// CSV export of the Sales Tax Liability report. Returns one row per invoice, suitable
+    /// for handing to an accountant or importing into tax filing software.
+    /// Gated behind <see cref="AllowAccounting"/>.
+    /// </summary>
+    // GET: /Reports/SalesTaxCsv
+    public async Task<IActionResult> SalesTaxCsv(DateTime? from, DateTime? to)
+    {
+        if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
+        var fromDate  = (from ?? new DateTime(DateTime.Today.Year, 1, 1)).Date;
+        var toDate    = (to   ?? DateTime.Today).Date;
+        var companyId = int.TryParse(User.FindFirst("CompanyId")?.Value, out var cid) ? cid : 0;
+        var dto = await _financialReports.GetSalesTaxReportAsync(companyId, fromDate, toDate);
+
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("Invoice #,Customer,Date,Status,Subtotal,Tax %,Tax Amount,Total,Amount Paid,Balance Due,Tax Account");
+        foreach (var inv in dto.Invoices)
+        {
+            sb.AppendLine(string.Join(",",
+                $"\"{inv.InvoiceNumber}\"",
+                $"\"{inv.CustomerName.Replace("\"", "\"\"")}\"",
+                inv.InvoiceDate.ToString("yyyy-MM-dd"),
+                $"\"{inv.Status}\"",
+                inv.SubTotal.ToString("F2"),
+                inv.TaxPercent.ToString("F4"),
+                inv.TaxAmount.ToString("F2"),
+                inv.Total.ToString("F2"),
+                inv.AmountPaid.ToString("F2"),
+                inv.BalanceDue.ToString("F2"),
+                $"\"{inv.TaxAccountName.Replace("\"", "\"\"")}\""));
+        }
+
+        var bytes = System.Text.Encoding.UTF8.GetPreamble().Concat(System.Text.Encoding.UTF8.GetBytes(sb.ToString())).ToArray();
+        return File(bytes, "text/csv", $"SalesTaxReport-{fromDate:yyyyMMdd}-{toDate:yyyyMMdd}.csv");
+    }
+
    // ── INDIVIDUAL REPORT PAGES ──────────────────────────────────────────────

    /// <summary>