Commit Graph

4 Commits

Author SHA1 Message Date
spouliot ca4fb959aa Add Sales Tax Liability report with PDF and CSV export
Invoice-basis report showing taxable vs non-taxable sales, tax billed
by GL account, monthly trend table/chart, and full invoice detail grid.
Non-taxable invoice rows shaded grey for easy scanning. Quick-preset
date buttons (This Month, Last Month, YTD, Last Year) for common filing
periods. CSV export formatted for accountants and tax-filing software.
Gated behind AllowAccounting() like other financial reports.

- SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs
- GetSalesTaxReportAsync on IFinancialReportService + implementation
- GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation
- SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController
- Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart
- Landing page card added to Finance section
- HelpKnowledgeBase and Help/Reports.cshtml updated with full docs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 12:27:08 -04:00
spouliot 1cb7a8ca4a Phases 3 & 4: Complete data access architecture migration
Phase 3 — eliminated ApplicationDbContext from all non-exempt controllers,
routing all data access through IUnitOfWork. Added IPlainRepository<T> for
the four platform entities (Announcement, BannedIp, DashboardTip, ReleaseNote)
that intentionally don't extend BaseEntity and therefore can't use the
constrained IRepository<T>. Added permanent-exception comments to the 18
controllers that legitimately retain direct DbContext access (Identity infra,
cross-tenant platform ops, bulk streaming exports).

Phase 4 — added EnforceDataAccessArchitecture() to Program.cs, a startup
gate that reflects over every Controller subclass and throws at boot if any
non-exempt controller injects ApplicationDbContext. The app cannot start with
a violation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 09:17:29 -04:00
spouliot 92dc3ebd08 Add data access architecture spec and enforce rules in CLAUDE.md
Defines the target architecture for eliminating direct ApplicationDbContext
injection from controllers. Documents the three-tier model (generic repo,
typed domain repos, read services), the 6 typed repository interfaces to
build, the 2 reporting service interfaces to build, permanent exceptions,
and the 4-phase migration roadmap with per-controller checklist.

CLAUDE.md updated with the hard rule and tier quick-reference so every
session and every team member sees the constraint immediately.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 19:35:16 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00