Phase D: Add Vendor Credits (AP cycle completion)

- VendorCredit, VendorCreditLineItem, VendorCreditApplication entities
- VendorCreditStatus enum (Open, PartiallyApplied, Applied, Voided)
- Migration AddVendorCredits: three new tables
- IUnitOfWork/UnitOfWork wired with all three repositories
- VendorCreditsController: Index (status tabs), Create, Details, Post, Apply, Void
- Post action: DR AP, CR each expense line (reverses original expense)
- Apply action: links credit to bill, updates Bill.AmountPaid and bill status
- Views: Index (summary cards + table), Create (dynamic line grid), Details (apply panel)
- Nav: Vendor Credits added to Finance section in _Layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-10 00:03:14 -04:00
parent a33687f7bd
commit cf9dcfb4c1
13 changed files with 11387 additions and 3 deletions
@@ -329,6 +329,13 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
/// <summary>Individual debit/credit lines within a journal entry; soft-delete only (access controlled through parent JournalEntry).</summary>
public DbSet<JournalEntryLine> JournalEntryLines { get; set; }
/// <summary>Credit notes received from vendors (returned goods, pricing disputes); tenant-filtered with soft delete.</summary>
public DbSet<VendorCredit> VendorCredits { get; set; }
/// <summary>Expense-reversal line items on a vendor credit; soft-delete only.</summary>
public DbSet<VendorCreditLineItem> VendorCreditLineItems { get; set; }
/// <summary>Application records linking a vendor credit to a specific bill; soft-delete only.</summary>
public DbSet<VendorCreditApplication> VendorCreditApplications { get; set; }
// Job Templates
/// <summary>Reusable job templates that pre-populate job items, coats, and prep services on job creation.</summary>
public DbSet<JobTemplate> JobTemplates { get; set; }
@@ -624,6 +631,12 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<JournalEntryLine>().HasQueryFilter(e => !e.IsDeleted);
// Vendor Credits: tenant-filtered; child rows soft-delete only
modelBuilder.Entity<VendorCredit>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<VendorCreditLineItem>().HasQueryFilter(e => !e.IsDeleted);
modelBuilder.Entity<VendorCreditApplication>().HasQueryFilter(e => !e.IsDeleted);
// Purchase Orders
modelBuilder.Entity<PurchaseOrder>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
@@ -650,6 +663,20 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
.HasForeignKey(je => je.ReversalOfId)
.OnDelete(DeleteBehavior.Restrict);
// VendorCredit → APAccount (no cascade)
modelBuilder.Entity<VendorCredit>()
.HasOne(vc => vc.APAccount)
.WithMany()
.HasForeignKey(vc => vc.APAccountId)
.OnDelete(DeleteBehavior.Restrict);
// VendorCreditLineItem → Account (nullable, no cascade)
modelBuilder.Entity<VendorCreditLineItem>()
.HasOne(li => li.Account)
.WithMany()
.HasForeignKey(li => li.AccountId)
.OnDelete(DeleteBehavior.Restrict);
// Vendor → DefaultExpenseAccount (no cascade)
modelBuilder.Entity<Vendor>()
.HasOne(s => s.DefaultExpenseAccount)