Phase F: Add Invoice Write-Off, Fixed Assets, Period Locking, and 1099 Tracking

- Invoice Write-Off: WriteOff POST action in InvoicesController posts bad-debt JE
  (DR bad debt expense / CR AR), reduces customer balance, marks invoice WrittenOff;
  write-off modal added to Invoice Details view with expense account selector
- Fixed Assets: FixedAsset + FixedAssetDepreciationEntry entities with straight-line
  depreciation; FixedAssetsController (Index/Create/Edit/Details/PostDepreciation/Delete);
  PostDepreciation auto-generates one JE per asset per period, skips already-posted,
  fully-depreciated, and disposed assets; full CRUD views + nav link
- Period Locking: Company.BookLockedThrough field; AccountingPeriodValidator static helper;
  lock check added to JE Post and Bill Create (blocks backdating into closed periods);
  SetPeriodLock action + date picker UI in Company Settings Accounting section
- 1099 Tracking: Is1099Vendor flag on Vendor entity + DTOs; checkbox in Create/Edit views;
  TaxReporting1099 report action + view lists payments by year, flags vendors >= $600;
  report card added to Reports Landing
- Migration AddFixedAssetsLockAnd1099 applied

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-10 12:19:32 -04:00
parent a255893ada
commit fde24b09c9
29 changed files with 12520 additions and 3 deletions
@@ -1633,6 +1633,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("AiPhotoQuotesEnabled")
.HasColumnType("bit");
b.Property<DateTime?>("BookLockedThrough")
.HasColumnType("datetime2");
b.Property<string>("City")
.HasColumnType("nvarchar(max)");
@@ -2994,6 +2997,142 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("Expenses");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FixedAsset", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int?>("AccumDepreciationAccountId")
.HasColumnType("int");
b.Property<decimal>("AccumulatedDepreciation")
.HasColumnType("decimal(18,2)");
b.Property<int?>("AssetAccountId")
.HasColumnType("int");
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<int?>("DepreciationExpenseAccountId")
.HasColumnType("int");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("DisposalDate")
.HasColumnType("datetime2");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<bool>("IsDisposed")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<decimal>("PurchaseCost")
.HasColumnType("decimal(18,2)");
b.Property<DateTime>("PurchaseDate")
.HasColumnType("datetime2");
b.Property<decimal>("SalvageValue")
.HasColumnType("decimal(18,2)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.Property<int>("UsefulLifeMonths")
.HasColumnType("int");
b.HasKey("Id");
b.HasIndex("AccumDepreciationAccountId");
b.HasIndex("AssetAccountId");
b.HasIndex("DepreciationExpenseAccountId");
b.ToTable("FixedAssets");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FixedAssetDepreciationEntry", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<decimal>("Amount")
.HasColumnType("decimal(18,2)");
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<int>("FixedAssetId")
.HasColumnType("int");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<int?>("JournalEntryId")
.HasColumnType("int");
b.Property<int>("PeriodMonth")
.HasColumnType("int");
b.Property<int>("PeriodYear")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("FixedAssetId");
b.HasIndex("JournalEntryId");
b.ToTable("FixedAssetDepreciationEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{
b.Property<int>("Id")
@@ -6293,7 +6432,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 15, 25, 26, 831, DateTimeKind.Utc).AddTicks(199),
CreatedAt = new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4004),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6304,7 +6443,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 15, 25, 26, 831, DateTimeKind.Utc).AddTicks(205),
CreatedAt = new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4009),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6315,7 +6454,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 10, 15, 25, 26, 831, DateTimeKind.Utc).AddTicks(206),
CreatedAt = new DateTime(2026, 5, 10, 16, 0, 49, 626, DateTimeKind.Utc).AddTicks(4011),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -8010,6 +8149,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("Email")
.HasColumnType("nvarchar(max)");
b.Property<bool>("Is1099Vendor")
.HasColumnType("bit");
b.Property<bool>("IsActive")
.HasColumnType("bit");
@@ -8703,6 +8845,48 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Vendor");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FixedAsset", b =>
{
b.HasOne("PowderCoating.Core.Entities.Account", "AccumDepreciationAccount")
.WithMany()
.HasForeignKey("AccumDepreciationAccountId")
.OnDelete(DeleteBehavior.Restrict);
b.HasOne("PowderCoating.Core.Entities.Account", "AssetAccount")
.WithMany()
.HasForeignKey("AssetAccountId")
.OnDelete(DeleteBehavior.Restrict);
b.HasOne("PowderCoating.Core.Entities.Account", "DepreciationExpenseAccount")
.WithMany()
.HasForeignKey("DepreciationExpenseAccountId")
.OnDelete(DeleteBehavior.Restrict);
b.Navigation("AccumDepreciationAccount");
b.Navigation("AssetAccount");
b.Navigation("DepreciationExpenseAccount");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FixedAssetDepreciationEntry", b =>
{
b.HasOne("PowderCoating.Core.Entities.FixedAsset", "FixedAsset")
.WithMany("DepreciationEntries")
.HasForeignKey("FixedAssetId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.HasOne("PowderCoating.Core.Entities.JournalEntry", "JournalEntry")
.WithMany()
.HasForeignKey("JournalEntryId")
.OnDelete(DeleteBehavior.NoAction);
b.Navigation("FixedAsset");
b.Navigation("JournalEntry");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "IssuedBy")
@@ -10012,6 +10196,11 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("OvenBatches");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FixedAsset", b =>
{
b.Navigation("DepreciationEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{
b.Navigation("Redemptions");