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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
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src/PowderCoating.Infrastructure/Migrations/20260510144855_AddPaymentTermsAndTaxRates.cs
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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));
}
}
}