Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates
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:
@@ -26,6 +26,7 @@ public class CustomersController : Controller
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private readonly ISubscriptionService _subscriptionService;
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private readonly ITenantContext _tenantContext;
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private readonly UserManager<ApplicationUser> _userManager;
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private readonly IFinancialReportService _financialReports;
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public CustomersController(
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IUnitOfWork unitOfWork,
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@@ -34,7 +35,8 @@ public class CustomersController : Controller
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INotificationService notificationService,
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ISubscriptionService subscriptionService,
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ITenantContext tenantContext,
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UserManager<ApplicationUser> userManager)
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UserManager<ApplicationUser> userManager,
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IFinancialReportService financialReports)
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{
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_unitOfWork = unitOfWork;
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_mapper = mapper;
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@@ -43,6 +45,7 @@ public class CustomersController : Controller
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_subscriptionService = subscriptionService;
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_tenantContext = tenantContext;
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_userManager = userManager;
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_financialReports = financialReports;
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}
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/// <summary>
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@@ -935,6 +938,30 @@ public class CustomersController : Controller
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return RedirectToAction(nameof(Details), new { id });
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}
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/// <summary>
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/// Displays or downloads a dated activity statement for a customer.
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/// Pass <c>pdf=true</c> to download the QuestPDF version; otherwise renders the HTML view.
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/// </summary>
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[HttpGet]
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public async Task<IActionResult> Statement(int id, DateTime? from, DateTime? to, bool pdf = false)
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{
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var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
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var fromDate = from ?? new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1);
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var toDate = to ?? DateTime.Today;
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var dto = await _financialReports.GetCustomerStatementAsync(companyId, id, fromDate, toDate);
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if (pdf)
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{
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var bytes = StatementPdfHelper.Generate(
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dto.CustomerName, dto.CompanyName, dto.CustomerAddress,
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dto.From, dto.To, dto.OpeningBalance, dto.Lines, dto.ClosingBalance, isVendor: false);
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return File(bytes, "application/pdf", $"Statement-{dto.CustomerName}-{toDate:yyyyMMdd}.pdf");
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}
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return View(dto);
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}
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/// <summary>
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/// Generates the next sequential credit memo number in CM-YYMM-#### format.
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/// Uses <c>ignoreQueryFilters: true</c> when scanning all existing memos so that
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