PowderCoatingLogix/src/PowderCoating.Web/Views/Reports/SalesTax.cshtml

@model PowderCoating.Application.DTOs.Accounting.SalesTaxReportDto
@{
    ViewData["Title"] = "Sales Tax Report";
    ViewData["PageIcon"] = "bi-percent";
    var today = DateTime.Today;
    var ytdFrom      = new DateTime(today.Year, 1, 1).ToString("yyyy-MM-dd");
    var ytdTo        = today.ToString("yyyy-MM-dd");
    var lastYrFrom   = new DateTime(today.Year - 1, 1, 1).ToString("yyyy-MM-dd");
    var lastYrTo     = new DateTime(today.Year - 1, 12, 31).ToString("yyyy-MM-dd");
    var thisMonthFrom = new DateTime(today.Year, today.Month, 1).ToString("yyyy-MM-dd");
    var thisMonthTo   = today.ToString("yyyy-MM-dd");
    var lastMonthFrom = new DateTime(today.Year, today.Month, 1).AddMonths(-1).ToString("yyyy-MM-dd");
    var lastMonthTo   = new DateTime(today.Year, today.Month, 1).AddDays(-1).ToString("yyyy-MM-dd");

    var monthLabels      = Model.ByMonth.Select(m => m.Label).ToList();
    var monthTaxable     = Model.ByMonth.Select(m => m.TaxableSales).ToList();
    var monthTaxBilled   = Model.ByMonth.Select(m => m.TaxBilled).ToList();
}

<style>
@@media print {
    .no-print { display: none !important; }
    .card { border: 1px solid #dee2e6 !important; box-shadow: none !important; }
    body { font-size: 11px; }
}
.row-nontaxable td { background-color: #f8f9fa !important; color: #6c757d; }
</style>

<!-- Header -->
<div class="d-flex align-items-center gap-2 mb-3 no-print">
    <a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
    <p class="text-muted mb-0">@Model.From.ToString("MMM d") &ndash; @Model.To.ToString("MMM d, yyyy") · @(Model.TaxableInvoiceCount + Model.NonTaxableInvoiceCount) invoices</p>
    <div class="ms-auto d-flex gap-2">
        <a href="@Url.Action("SalesTaxCsv", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd") })"
           class="btn btn-sm btn-outline-success no-print">
            <i class="bi bi-filetype-csv me-1"></i>Export CSV
        </a>
        <a href="@Url.Action("SalesTaxPdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd") })"
           class="btn btn-sm btn-outline-danger no-print" target="_blank">
            <i class="bi bi-file-pdf me-1"></i>Download PDF
        </a>
        <a href="@Url.Action("SalesTaxPdf", new { from = Model.From.ToString("yyyy-MM-dd"), to = Model.To.ToString("yyyy-MM-dd"), inline = true })"
           class="btn btn-sm btn-outline-secondary no-print" target="_blank">
            <i class="bi bi-printer me-1"></i>Print
        </a>
    </div>
</div>

<!-- Date filter -->
<div class="card shadow-sm mb-4 no-print">
    <div class="card-body py-3">
        <form method="get" class="row g-2 align-items-end">
            <div class="col-auto">
                <label class="form-label form-label-sm mb-1">From</label>
                <input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
            </div>
            <div class="col-auto">
                <label class="form-label form-label-sm mb-1">To</label>
                <input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
            </div>
            <div class="col-auto">
                <button type="submit" class="btn btn-primary btn-sm"><i class="bi bi-funnel me-1"></i>Run Report</button>
            </div>
            <div class="col-auto ms-2">
                <div class="btn-group btn-group-sm">
                    <a href="@Url.Action("SalesTax", new { from = thisMonthFrom, to = thisMonthTo })" class="btn btn-outline-secondary">This Month</a>
                    <a href="@Url.Action("SalesTax", new { from = lastMonthFrom, to = lastMonthTo })" class="btn btn-outline-secondary">Last Month</a>
                    <a href="@Url.Action("SalesTax", new { from = ytdFrom, to = ytdTo })" class="btn btn-outline-secondary">YTD</a>
                    <a href="@Url.Action("SalesTax", new { from = lastYrFrom, to = lastYrTo })" class="btn btn-outline-secondary">Last Year</a>
                </div>
            </div>
        </form>
    </div>
</div>

<!-- Print header -->
<div class="text-center mb-4 d-none d-print-block">
    <h4 class="fw-bold">@Model.CompanyName</h4>
    <h5>Sales Tax Liability Report</h5>
    <p class="text-muted">@Model.From.ToString("MMMM d, yyyy") &ndash; @Model.To.ToString("MMMM d, yyyy") · Invoice Basis</p>
</div>

<!-- KPI Cards -->
<div class="row g-3 mb-4">
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100 border-primary border-top border-3">
            <div class="card-body py-3">
                <div class="h5 fw-bold text-primary mb-1">@Model.TotalTaxBilled.ToString("C")</div>
                <div class="text-muted small">Total Tax Billed</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 fw-bold mb-1">@Model.TotalTaxableSales.ToString("C")</div>
                <div class="text-muted small">Taxable Sales</div>
                <div class="text-muted" style="font-size:0.7rem">@Model.TaxableInvoiceCount invoices</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 fw-bold text-secondary mb-1">@Model.TotalNonTaxableSales.ToString("C")</div>
                <div class="text-muted small">Non-Taxable Sales</div>
                <div class="text-muted" style="font-size:0.7rem">@Model.NonTaxableInvoiceCount invoices</div>
            </div>
        </div>
    </div>
    <div class="col-6 col-md-3">
        <div class="card shadow-sm text-center h-100">
            <div class="card-body py-3">
                <div class="h5 fw-bold text-success mb-1">@Model.EffectiveTaxRate.ToString("F2")%</div>
                <div class="text-muted small">Effective Tax Rate</div>
                <div class="text-muted" style="font-size:0.7rem">on taxable sales</div>
            </div>
        </div>
    </div>
</div>

@if (!Model.Invoices.Any())
{
    <div class="card shadow-sm">
        <div class="card-body text-center py-5 text-muted">
            <i class="bi bi-receipt fs-1 d-block mb-2"></i>
            <p class="mb-0">No invoices found for this period.</p>
        </div>
    </div>
}
else
{
    <div class="row g-4 mb-4">
        <!-- Monthly trend chart -->
        @if (Model.ByMonth.Count > 1)
        {
            <div class="col-lg-8 no-print">
                <div class="card shadow-sm h-100">
                    <div class="card-header fw-semibold">
                        <i class="bi bi-bar-chart me-1"></i>Monthly Tax Trend
                    </div>
                    <div class="card-body">
                        <canvas id="taxTrendChart" height="120"></canvas>
                    </div>
                </div>
            </div>
        }

        <!-- By Month table -->
        <div class="col-lg-@(Model.ByMonth.Count > 1 ? "4" : "12")">
            <div class="card shadow-sm h-100">
                <div class="card-header fw-semibold"><i class="bi bi-calendar3 me-1"></i>By Month</div>
                <div class="table-responsive">
                    <table class="table table-sm table-hover align-middle mb-0">
                        <thead class="table-light">
                            <tr>
                                <th>Month</th>
                                <th class="text-end">Taxable Sales</th>
                                <th class="text-end">Tax Billed</th>
                                <th class="text-center">#</th>
                            </tr>
                        </thead>
                        <tbody>
                            @foreach (var m in Model.ByMonth)
                            {
                                <tr>
                                    <td>@m.Label</td>
                                    <td class="text-end">@m.TaxableSales.ToString("C")</td>
                                    <td class="text-end text-primary fw-semibold">@m.TaxBilled.ToString("C")</td>
                                    <td class="text-center text-muted small">@m.InvoiceCount</td>
                                </tr>
                            }
                        </tbody>
                        <tfoot class="table-light fw-semibold">
                            <tr>
                                <td>Total</td>
                                <td class="text-end">@Model.TotalTaxableSales.ToString("C")</td>
                                <td class="text-end text-primary">@Model.TotalTaxBilled.ToString("C")</td>
                                <td class="text-center">@Model.TaxableInvoiceCount</td>
                            </tr>
                        </tfoot>
                    </table>
                </div>
            </div>
        </div>
    </div>

    <!-- By Tax Account -->
    @if (Model.ByAccount.Any())
    {
        <div class="card shadow-sm mb-4">
            <div class="card-header fw-semibold"><i class="bi bi-bookmark me-1"></i>By Tax Account</div>
            <div class="table-responsive">
                <table class="table table-sm table-hover align-middle mb-0">
                    <thead class="table-light">
                        <tr>
                            <th>Account</th>
                            <th class="text-end">Taxable Sales</th>
                            <th class="text-end">Tax Billed</th>
                            <th class="text-center">Invoices</th>
                            <th class="text-end no-print">Effective Rate</th>
                        </tr>
                    </thead>
                    <tbody>
                        @foreach (var a in Model.ByAccount)
                        {
                            var rate = a.TaxableSales == 0 ? 0m : Math.Round(a.TaxBilled / a.TaxableSales * 100, 2);
                            <tr>
                                <td>
                                    @if (!string.IsNullOrEmpty(a.AccountNumber))
                                    {
                                        <span class="text-muted small me-1">@a.AccountNumber</span>
                                    }
                                    @a.AccountName
                                </td>
                                <td class="text-end">@a.TaxableSales.ToString("C")</td>
                                <td class="text-end fw-semibold text-primary">@a.TaxBilled.ToString("C")</td>
                                <td class="text-center text-muted small">@a.InvoiceCount</td>
                                <td class="text-end text-muted small no-print">@rate.ToString("F2")%</td>
                            </tr>
                        }
                    </tbody>
                    <tfoot class="table-light fw-semibold">
                        <tr>
                            <td>Total</td>
                            <td class="text-end">@Model.TotalTaxableSales.ToString("C")</td>
                            <td class="text-end text-primary">@Model.TotalTaxBilled.ToString("C")</td>
                            <td class="text-center">@Model.TaxableInvoiceCount</td>
                            <td class="no-print"></td>
                        </tr>
                    </tfoot>
                </table>
            </div>
        </div>
    }

    <!-- Invoice Detail -->
    <div class="card shadow-sm">
        <div class="card-header d-flex justify-content-between align-items-center">
            <span class="fw-semibold"><i class="bi bi-receipt me-1"></i>Invoice Detail</span>
            <div class="d-flex align-items-center gap-2">
                <span class="badge bg-secondary">@(Model.TaxableInvoiceCount + Model.NonTaxableInvoiceCount) invoices</span>
                <span class="badge bg-light text-muted border">
                    <span class="d-inline-block me-1" style="width:10px;height:10px;background:#f8f9fa;border:1px solid #dee2e6"></span>
                    Non-taxable rows shaded
                </span>
            </div>
        </div>
        <div class="table-responsive">
            <table class="table table-hover table-sm align-middle mb-0">
                <thead class="table-light">
                    <tr>
                        <th>Invoice</th>
                        <th>Customer</th>
                        <th>Date</th>
                        <th>Status</th>
                        <th class="text-end">Subtotal</th>
                        <th class="text-end">Tax %</th>
                        <th class="text-end">Tax Amount</th>
                        <th class="text-end">Total</th>
                        <th class="text-end no-print">Paid</th>
                        <th>Tax Account</th>
                    </tr>
                </thead>
                <tbody>
                    @foreach (var inv in Model.Invoices)
                    {
                        bool isTaxable = inv.TaxAmount > 0;
                        string statusBadge = inv.Status switch
                        {
                            "Paid"          => "bg-success-subtle text-success",
                            "PartiallyPaid" => "bg-warning-subtle text-warning",
                            "Sent"          => "bg-info-subtle text-info",
                            "Overdue"       => "bg-danger-subtle text-danger",
                            _               => "bg-secondary-subtle text-secondary"
                        };
                        <tr class="@(!isTaxable ? "row-nontaxable" : "")">
                            <td>
                                <a asp-controller="Invoices" asp-action="Details" asp-route-id="@inv.InvoiceId" class="text-decoration-none fw-medium">
                                    @inv.InvoiceNumber
                                </a>
                            </td>
                            <td class="small">@inv.CustomerName</td>
                            <td class="small text-muted">@inv.InvoiceDate.ToString("MM/dd/yyyy")</td>
                            <td><span class="badge @statusBadge">@inv.Status</span></td>
                            <td class="text-end">@inv.SubTotal.ToString("C")</td>
                            <td class="text-end text-muted small">@Html.Raw(isTaxable ? inv.TaxPercent.ToString("F2") + "%" : "&mdash;")</td>
                            <td class="text-end @Html.Raw(isTaxable ? "fw-semibold text-primary" : "text-muted")">@Html.Raw(isTaxable ? inv.TaxAmount.ToString("C") : "&mdash;")</td>
                            <td class="text-end fw-semibold">@inv.Total.ToString("C")</td>
                            <td class="text-end text-success no-print">@inv.AmountPaid.ToString("C")</td>
                            <td class="small text-muted">@Html.Raw(string.IsNullOrEmpty(inv.TaxAccountName) ? "&mdash;" : inv.TaxAccountName)</td>
                        </tr>
                    }
                </tbody>
                <tfoot class="table-light fw-semibold">
                    <tr>
                        <td colspan="4">Totals</td>
                        <td class="text-end">@(Model.TotalTaxableSales + Model.TotalNonTaxableSales).ToString("C")</td>
                        <td></td>
                        <td class="text-end text-primary">@Model.TotalTaxBilled.ToString("C")</td>
                        <td class="text-end">@Model.Invoices.Sum(i => i.Total).ToString("C")</td>
                        <td class="text-end text-success no-print">@Model.Invoices.Sum(i => i.AmountPaid).ToString("C")</td>
                        <td></td>
                    </tr>
                </tfoot>
            </table>
        </div>
    </div>
}

<div class="text-muted small mt-2 no-print">
    <i class="bi bi-info-circle me-1"></i>
    Generated @DateTime.Now.ToString("MMM d, yyyy h:mm tt") · Invoice basis &mdash; tax liability is recognized when invoiced, not when collected. Excludes Draft and Voided invoices.
</div>

@if (Model.ByMonth.Count > 1)
{
    @section Scripts {
        <script src="~/lib/chartjs/chart.umd.min.js"></script>
        <script>
        (function() {
            const isDark = document.documentElement.getAttribute('data-bs-theme') === 'dark';
            const gridColor = isDark ? 'rgba(255,255,255,0.1)' : 'rgba(0,0,0,0.05)';
            const textColor = isDark ? '#adb5bd' : '#6c757d';

            new Chart(document.getElementById('taxTrendChart'), {
                type: 'bar',
                data: {
                    labels: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthLabels)),
                    datasets: [
                        {
                            label: 'Taxable Sales',
                            data: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthTaxable)),
                            backgroundColor: 'rgba(79,70,229,0.5)',
                            borderRadius: 4,
                            order: 2
                        },
                        {
                            label: 'Tax Billed',
                            data: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(monthTaxBilled)),
                            type: 'line',
                            borderColor: '#3b82f6',
                            backgroundColor: 'rgba(59,130,246,0.1)',
                            borderWidth: 2,
                            pointRadius: 4,
                            fill: false,
                            tension: 0.3,
                            order: 1,
                            yAxisID: 'y1'
                        }
                    ]
                },
                options: {
                    responsive: true,
                    plugins: {
                        legend: { display: true },
                        tooltip: { callbacks: { label: ctx => ' $' + ctx.parsed.y.toLocaleString('en-US', {minimumFractionDigits:2}) } }
                    },
                    scales: {
                        y:  { ticks: { color: textColor, callback: v => '$' + v.toLocaleString() }, grid: { color: gridColor }, title: { display: true, text: 'Taxable Sales', color: textColor } },
                        y1: { ticks: { color: textColor, callback: v => '$' + v.toLocaleString() }, grid: { display: false }, position: 'right', title: { display: true, text: 'Tax Billed', color: textColor } },
                        x:  { ticks: { color: textColor }, grid: { display: false } }
                    }
                }
            });
        })();
        </script>
    }
}