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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.Web/Views/Vendors/Statement.cshtml
+93
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@model PowderCoating.Application.DTOs.Accounting.VendorStatementDto
@{
ViewData["Title"] = $"Statement – {Model.VendorName}";
}
<div class="d-flex justify-content-between align-items-start mb-4 flex-wrap gap-2">
<div>
<h4 class="mb-0">Vendor Statement</h4>
<p class="text-muted mb-0">@Model.VendorName &nbsp;·&nbsp; @Model.From.ToString("MMM d, yyyy") – @Model.To.ToString("MMM d, yyyy")</p>
</div>
<div class="d-flex gap-2 flex-wrap">
<form method="get" class="d-flex gap-2 align-items-center">
<input type="hidden" name="id" value="@(ViewContext.RouteData.Values["id"])" />
<input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
<input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
<button type="submit" class="btn btn-sm btn-outline-secondary">Refresh</button>
</form>
<a asp-action="Statement" asp-route-id="@(ViewContext.RouteData.Values["id"])"
asp-route-from="@Model.From.ToString("yyyy-MM-dd")"
asp-route-to="@Model.To.ToString("yyyy-MM-dd")"
asp-route-pdf="true"
class="btn btn-sm btn-outline-primary">
<i class="bi bi-file-earmark-pdf me-1"></i>Download PDF
</a>
<a asp-action="Details" asp-route-id="@(ViewContext.RouteData.Values["id"])" class="btn btn-sm btn-outline-secondary">
<i class="bi bi-arrow-left me-1"></i>Back
</a>
</div>
</div>
<div class="card border-0 shadow-sm">
<div class="card-header border-0 py-3 bg-white d-flex justify-content-between align-items-center">
<span class="fw-semibold">@Model.VendorName</span>
<div class="text-muted small">@Model.CompanyName</div>
</div>
<div class="card-body p-0">
<table class="table table-sm mb-0">
<thead class="table-dark">
<tr>
<th style="width:100px">Date</th>
<th style="width:120px">Type</th>
<th style="width:130px">Reference</th>
<th>Description</th>
<th class="text-end" style="width:110px">Debit</th>
<th class="text-end" style="width:110px">Credit</th>
<th class="text-end" style="width:120px">Balance</th>
</tr>
</thead>
<tbody>
<tr class="table-light fw-semibold">
<td class="text-muted">@Model.From.AddDays(-1).ToString("MM/dd/yy")</td>
<td colspan="5">Opening Balance</td>
<td class="text-end">@Model.OpeningBalance.ToString("C")</td>
</tr>
@if (!Model.Lines.Any())
{
<tr>
<td colspan="7" class="text-center text-muted py-4">No activity in this period.</td>
</tr>
}
else
{
@foreach (var line in Model.Lines)
{
<tr>
<td class="text-muted small">@line.Date.ToString("MM/dd/yy")</td>
<td>
<span class="badge @(line.Type == "Bill" ? "bg-danger" : line.Type == "Payment" ? "bg-success" : "bg-secondary") text-white">
@line.Type
</span>
</td>
<td class="small">@line.Reference</td>
<td class="small text-muted">@line.Description</td>
<td class="text-end small">@(line.Debit.HasValue ? line.Debit.Value.ToString("C") : "")</td>
<td class="text-end small">@(line.Credit.HasValue ? line.Credit.Value.ToString("C") : "")</td>
<td class="text-end small @(line.RunningBalance > 0 ? "text-danger" : "text-success") fw-semibold">
@line.RunningBalance.ToString("C")
</td>
</tr>
}
}
<tr class="table-secondary fw-bold">
<td colspan="6">Closing Balance</td>
<td class="text-end @(Model.ClosingBalance > 0 ? "text-danger" : "text-success")">
@Model.ClosingBalance.ToString("C")
</td>
</tr>
</tbody>
</table>
</div>
</div>