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>
2026-05-10 10:55:22 -04:00
parent 1229081436
commit d3a5d827f9
27 changed files with 11492 additions and 12 deletions
@@ -0,0 +1,49 @@
+using System.Text.RegularExpressions;
+
+namespace PowderCoating.Web.Helpers;
+
+/// <summary>
+/// Parses payment terms strings (e.g., "Net 30", "2/10 Net 30", "Due on Receipt")
+/// to compute due dates and extract early-payment discount terms.
+/// </summary>
+public static class PaymentTermsParser
+{
+    private static readonly Regex NetDaysRegex  = new(@"\bnet\s+(\d+)", RegexOptions.IgnoreCase | RegexOptions.Compiled);
+    private static readonly Regex EarlyDiscountRegex = new(@"(\d+(?:\.\d+)?)/(\d+)\s+net", RegexOptions.IgnoreCase | RegexOptions.Compiled);
+
+    /// <summary>
+    /// Returns the due date calculated from <paramref name="invoiceDate"/> and the supplied terms.
+    /// Returns null when the terms string cannot be parsed.
+    /// </summary>
+    public static DateTime? CalculateDueDate(string? terms, DateTime invoiceDate)
+    {
+        if (string.IsNullOrWhiteSpace(terms)) return null;
+
+        var normalized = terms.Trim().ToLowerInvariant();
+        if (Regex.IsMatch(normalized, @"\b(receipt|due\s*now|cod|immediate)\b"))
+            return invoiceDate;
+
+        var match = NetDaysRegex.Match(terms);
+        if (match.Success && int.TryParse(match.Groups[1].Value, out var days))
+            return invoiceDate.AddDays(days);
+
+        return null;
+    }
+
+    /// <summary>
+    /// Extracts early-payment discount terms from a string like "2/10 Net 30".
+    /// Returns (percent: 2, days: 10) for that example, or (0, 0) if not present.
+    /// </summary>
+    public static (decimal Percent, int Days) ParseEarlyPaymentDiscount(string? terms)
+    {
+        if (string.IsNullOrWhiteSpace(terms)) return (0, 0);
+
+        var match = EarlyDiscountRegex.Match(terms);
+        if (match.Success
+            && decimal.TryParse(match.Groups[1].Value, out var percent)
+            && int.TryParse(match.Groups[2].Value, out var days))
+            return (percent, days);
+
+        return (0, 0);
+    }
+}
@@ -0,0 +1,111 @@
+using PowderCoating.Application.DTOs.Accounting;
+using QuestPDF.Fluent;
+using QuestPDF.Helpers;
+using QuestPDF.Infrastructure;
+
+namespace PowderCoating.Web.Helpers;
+
+/// <summary>
+/// Generates a QuestPDF account-activity statement. Shared by customer and vendor statement actions.
+/// </summary>
+public static class StatementPdfHelper
+{
+    /// <summary>Generates and returns the raw PDF bytes for a statement.</summary>
+    public static byte[] Generate(
+        string entityName,
+        string companyName,
+        string? address,
+        DateTime from,
+        DateTime to,
+        decimal openingBalance,
+        List<StatementLineDto> lines,
+        decimal closingBalance,
+        bool isVendor)
+    {
+        var doc = Document.Create(container =>
+        {
+            container.Page(page =>
+            {
+                page.Margin(40);
+                page.Size(PageSizes.Letter);
+                page.DefaultTextStyle(t => t.FontSize(10));
+
+                page.Header().Element(h =>
+                {
+                    h.Column(col =>
+                    {
+                        col.Item().Text(companyName).Bold().FontSize(16);
+                        col.Item().Text($"{(isVendor ? "Vendor" : "Customer")} Statement").FontSize(12).FontColor("#555555");
+                        col.Item().Text($"Period: {from:MMM d, yyyy} – {to:MMM d, yyyy}");
+                        col.Item().PaddingTop(4).Text(entityName).Bold();
+                        if (!string.IsNullOrWhiteSpace(address))
+                            col.Item().Text(address).FontColor("#555555");
+                    });
+                });
+
+                page.Content().PaddingTop(16).Column(col =>
+                {
+                    col.Item().Table(t =>
+                    {
+                        t.ColumnsDefinition(c =>
+                        {
+                            c.ConstantColumn(72);   // Date
+                            c.RelativeColumn(2);    // Type / Ref
+                            c.RelativeColumn(3);    // Description
+                            c.ConstantColumn(80);   // Debit
+                            c.ConstantColumn(80);   // Credit
+                            c.ConstantColumn(90);   // Balance
+                        });
+
+                        static IContainer HeaderCell(IContainer c) =>
+                            c.Background("#2c3e50").PaddingVertical(4).PaddingHorizontal(6);
+
+                        t.Header(h =>
+                        {
+                            h.Cell().Element(HeaderCell).Text("Date").FontColor("white").Bold();
+                            h.Cell().Element(HeaderCell).Text("Type / Ref").FontColor("white").Bold();
+                            h.Cell().Element(HeaderCell).Text("Description").FontColor("white").Bold();
+                            h.Cell().Element(HeaderCell).AlignRight().Text("Debit").FontColor("white").Bold();
+                            h.Cell().Element(HeaderCell).AlignRight().Text("Credit").FontColor("white").Bold();
+                            h.Cell().Element(HeaderCell).AlignRight().Text("Balance").FontColor("white").Bold();
+                        });
+
+                        static IContainer DataCell(IContainer c) =>
+                            c.BorderBottom(0.5f).BorderColor("#dddddd").PaddingVertical(3).PaddingHorizontal(6);
+
+                        // Opening balance row
+                        t.Cell().Element(DataCell).Text(from.AddDays(-1).ToString("MM/dd/yy")).FontColor("#888888");
+                        t.Cell().Element(DataCell).Text("Opening Balance").Bold();
+                        t.Cell().Element(DataCell).Text("");
+                        t.Cell().Element(DataCell).Text("");
+                        t.Cell().Element(DataCell).Text("");
+                        t.Cell().Element(DataCell).AlignRight().Text(openingBalance.ToString("C"));
+
+                        foreach (var line in lines)
+                        {
+                            t.Cell().Element(DataCell).Text(line.Date.ToString("MM/dd/yy"));
+                            t.Cell().Element(DataCell).Text($"{line.Type}\n{line.Reference}");
+                            t.Cell().Element(DataCell).Text(line.Description);
+                            t.Cell().Element(DataCell).AlignRight().Text(line.Debit.HasValue ? line.Debit.Value.ToString("C") : "");
+                            t.Cell().Element(DataCell).AlignRight().Text(line.Credit.HasValue ? line.Credit.Value.ToString("C") : "");
+                            t.Cell().Element(DataCell).AlignRight().Text(line.RunningBalance.ToString("C"));
+                        }
+
+                        static IContainer TotalCell(IContainer c) =>
+                            c.Background("#f0f4f8").PaddingVertical(4).PaddingHorizontal(6);
+
+                        t.Cell().ColumnSpan(5).Element(TotalCell).Text("Closing Balance").Bold();
+                        t.Cell().Element(TotalCell).AlignRight().Text(closingBalance.ToString("C")).Bold();
+                    });
+                });
+
+                page.Footer().AlignCenter().Text(t =>
+                {
+                    t.Span($"Generated {DateTime.Now:MM/dd/yyyy HH:mm}").FontSize(8).FontColor("#888888");
+                });
+            });
+        });
+
+        return doc.GeneratePdf();
+    }
+}