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Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates

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F1: GetCustomerStatementAsync/GetVendorStatementAsync on IFinancialReportService;
    StatementLineDto; CustomerStatementDto/VendorStatementDto; Statement action on
    CustomersController + VendorsController; Statement views + PDF download via
    StatementPdfHelper (QuestPDF); Statement button on Customer/Vendor Details pages.

F2: PaymentTermsParser static helper (CalculateDueDate, ParseEarlyPaymentDiscount);
    EarlyPaymentDiscountPercent/Days on Invoice entity; GetCustomerPaymentTerms AJAX
    endpoint on InvoicesController auto-populates Terms + due date on customer select;
    early payment discount notice on Invoice Create.

F3: TaxRate entity (Name/Rate/State/IsDefault/IsActive, tenant-filtered);
    IUnitOfWork.TaxRates + UnitOfWork + ApplicationDbContext; TaxRatesController
    (Index/Create/Edit/Delete/ToggleActive, CompanyAdminOnly); GetTaxRateForCustomer
    AJAX endpoint; Tax Rates in Settings gear menu.

Also fixes AddVendorCredits migration: VendorCreditApplications FKs changed from
CASCADE to NoAction to resolve SQL Server error 1785 (multiple cascade paths).
Migration: AddPaymentTermsAndTaxRates applied locally; 200/200 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-10 10:55:22 -04:00
parent 1229081436
commit d3a5d827f9
27 changed files with 11492 additions and 12 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Infrastructure/Migrations/20260510035830_AddVendorCredits.cs
+2 -2
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@@ -78,13 +78,13 @@ namespace PowderCoating.Infrastructure.Migrations
column: x => x.BillId,
principalTable: "Bills",
principalColumn: "Id",
onDelete: ReferentialAction.Cascade);
onDelete: ReferentialAction.NoAction);
table.ForeignKey(
name: "FK_VendorCreditApplications_VendorCredits_VendorCreditId",
column: x => x.VendorCreditId,
principalTable: "VendorCredits",
principalColumn: "Id",
onDelete: ReferentialAction.Cascade);
onDelete: ReferentialAction.NoAction);
});
migrationBuilder.CreateTable(
src/PowderCoating.Infrastructure/Migrations/20260510144855_AddPaymentTermsAndTaxRates.Designer.cs
Generated
+10105
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File diff suppressed because it is too large Load Diff
src/PowderCoating.Infrastructure/Migrations/20260510144855_AddPaymentTermsAndTaxRates.cs
+112
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@@ -0,0 +1,112 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddPaymentTermsAndTaxRates : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "EarlyPaymentDiscountDays",
table: "Invoices",
type: "int",
nullable: false,
defaultValue: 0);
migrationBuilder.AddColumn<decimal>(
name: "EarlyPaymentDiscountPercent",
table: "Invoices",
type: "decimal(18,2)",
nullable: false,
defaultValue: 0m);
migrationBuilder.CreateTable(
name: "TaxRates",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
Rate = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
State = table.Column<string>(type: "nvarchar(max)", nullable: true),
Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDefault = table.Column<bool>(type: "bit", nullable: false),
IsActive = table.Column<bool>(type: "bit", nullable: false),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_TaxRates", x => x.Id);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3903));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3909));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3910));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "TaxRates");
migrationBuilder.DropColumn(
name: "EarlyPaymentDiscountDays",
table: "Invoices");
migrationBuilder.DropColumn(
name: "EarlyPaymentDiscountPercent",
table: "Invoices");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8472));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8478));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8479));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+65 -3
View File
@@ -3586,6 +3586,12 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<DateTime?>("DueDate")
.HasColumnType("datetime2");
b.Property<int>("EarlyPaymentDiscountDays")
.HasColumnType("int");
b.Property<decimal>("EarlyPaymentDiscountPercent")
.HasColumnType("decimal(18,2)");
b.Property<string>("ExternalReference")
.HasColumnType("nvarchar(450)");
@@ -6287,7 +6293,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8472),
CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3903),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6298,7 +6304,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8478),
CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3909),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6309,7 +6315,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 4, 6, 6, 200, DateTimeKind.Utc).AddTicks(8479),
CreatedAt = new DateTime(2026, 5, 10, 14, 48, 51, 545, DateTimeKind.Utc).AddTicks(3910),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -7742,6 +7748,62 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("SubscriptionPlanConfigs");
});
modelBuilder.Entity("PowderCoating.Core.Entities.TaxRate", 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<bool>("IsActive")
.HasColumnType("bit");
b.Property<bool>("IsDefault")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<decimal>("Rate")
.HasColumnType("decimal(18,2)");
b.Property<string>("State")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.ToTable("TaxRates");
});
modelBuilder.Entity("PowderCoating.Core.Entities.TermsAcceptance", b =>
{
b.Property<int>("Id")