spouliot
7735fe3cce
Seed data fixes: - Fix EF interceptor: no longer overwrites explicitly-set CreatedAt on Added entities — root cause of all "same month" chart issues - Customer seeder: generates 15 customers/month from Jan → current month; keeps 10 commercial anchors in deterministic order for job seeder index map - Invoice seeder: historical range bumped from 2→8 paid invoices/month so P&L shows consistent profit (~$5,200 collected vs ~$4,200 monthly expenses) - Month -1 bumped to 7 paid invoices to stay above expenses - Jobs: set UpdatedAt to historical event date so analytics don't need null fallback - Analytics (ReportsController): use CompletedDate ?? UpdatedAt ?? CreatedAt for revenue chart grouping; fixes empty Revenue Trend charts on Overview/Revenue tabs - SeedDataService: inject IAccountBalanceService; auto-recalculate account balances after seeding; patch checking/savings opening balances unconditionally on reset - Customer list: sort by CompanyName ?? ContactLastName so individuals and commercial accounts interleave instead of appearing as two blocks Invoice resend: - ResendInvoice action now accepts sendEmail + sendSms parameters; SMS-only resend no longer requires an email address on file - Ensures PublicViewToken exists before SMS so the view link is always valid - canResend in Details view now allows Paid invoices (removed != Paid guard) - Resend button shows channel-choice modal when customer has both email + SMS, direct SMS button when SMS only, or email button when email only - New #resendChannelModal mirrors the Send channel modal but posts to ResendInvoice - resendInvoice() JS updated to pass sendEmail/sendSms query params Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
253 lines
15 KiB
C#
253 lines
15 KiB
C#
using Microsoft.EntityFrameworkCore;
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using PowderCoating.Core.Entities;
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using PowderCoating.Core.Enums;
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namespace PowderCoating.Infrastructure.Services;
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public partial class SeedDataService
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{
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/// <summary>
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/// Seeds 26 invoices spanning three months of billing history: six paid in month −3,
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/// eight paid or partially paid in month −2, nine in month −1, and three recent plus
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/// one overdue in the current month. Each invoice is linked to a seeded job and
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/// has one or two line items plus an optional <see cref="Payment"/> record.
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/// </summary>
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/// <remarks>
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/// <para>
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/// Idempotency: returns 0 immediately if any non-deleted invoices already exist for this company.
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/// </para>
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/// <para>
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/// The method resolves four accounting accounts by number/sub-type from the previously
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/// seeded chart of accounts (4000 Powder Coating Revenue, 4100 Sandblasting Revenue,
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/// 1000 Checking, 2200 Sales Tax Payable). If any account is not found its FK is simply
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/// omitted (null) rather than aborting the seed run.
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/// </para>
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/// <para>
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/// The private <c>Inv()</c> local async function handles building, saving, and optionally
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/// recording a payment for a single invoice. It is a local function rather than a separate
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/// method because it captures the outer variables <c>jobs</c>, <c>seq</c>, <c>ji</c>,
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/// and the four account references by closure.
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/// </para>
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/// <para>
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/// Payment dates follow the production convention: for fully-paid invoices the payment is
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/// recorded five days before the due date; for partially-paid invoices the deposit is
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/// recorded four days after the invoice date.
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/// </para>
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/// <para>
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/// The "overdue" demo invoice is created 35 days ago with Net-14 terms, placing it 21 days
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/// past due — enough to appear prominently in the AR Aging report.
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/// </para>
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/// </remarks>
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/// <param name="company">The tenant company to seed invoices for.</param>
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/// <returns>Number of invoices inserted, or 0 if already seeded or no eligible jobs exist.</returns>
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private async Task<int> SeedInvoicesAsync(Company company)
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{
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var existingCount = await _context.Set<Invoice>()
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.IgnoreQueryFilters()
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.CountAsync(i => i.CompanyId == company.Id && !i.IsDeleted);
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if (existingCount > 0)
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return 0;
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// ── Dependencies ──────────────────────────────────────────────────────
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var jobs = await _context.Set<Job>()
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.IgnoreQueryFilters()
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.Include(j => j.JobItems)
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.Where(j => j.CompanyId == company.Id && !j.IsDeleted
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&& j.FinalPrice > 0 && j.CustomerId > 0)
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.OrderBy(j => j.Id)
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.ToListAsync();
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if (jobs.Count == 0) return 0;
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var revenueAcct = await _context.Set<Account>().IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id && a.AccountNumber == "4000" && !a.IsDeleted);
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var sandblastAcct = await _context.Set<Account>().IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id && a.AccountNumber == "4100" && !a.IsDeleted);
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var checkingAcct = await _context.Set<Account>().IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id
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&& a.AccountSubType == AccountSubType.Checking && !a.IsDeleted);
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var salesTaxAcct = await _context.Set<Account>().IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id && a.AccountNumber == "2200" && !a.IsDeleted);
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var preparedBy = await _userManager.Users
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.Where(u => u.CompanyId == company.Id).FirstOrDefaultAsync();
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var now = DateTime.UtcNow;
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var pfx = $"INV-{now:yy}{now.Month:D2}-";
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var seq = 1;
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var seeded = 0;
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var ji = 0; // rotating job index
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// Rotates through the available jobs in order. Using modulo wrapping means the
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// seeder never throws even if there are fewer jobs than invoices to create.
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Job NextJob() { var j = jobs[ji % jobs.Count]; ji++; return j; }
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// ── Core builder ──────────────────────────────────────────────────────
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//
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// Builds and persists one Invoice + optional Payment in a single call.
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// Each invoice is saved immediately (not batched) so EF generates an ID before
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// the Payment FK is set. Tax is only added as a line item when taxPct > 0.
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async Task Inv(
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InvoiceStatus status,
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int daysAgo, // invoice creation date
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int dueDays, // net terms in days
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decimal taxPct,
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string terms,
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string? notes,
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// payment fields — ignored when status is Draft or Sent
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PaymentMethod pMethod = PaymentMethod.BankTransferACH,
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string? pRef = null)
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{
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var job = NextJob();
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var date = now.AddDays(-daysAgo);
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var sub = job.FinalPrice;
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var taxAmt = Math.Round(sub * taxPct / 100m, 2);
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var total = sub + taxAmt;
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var isPaid = status == InvoiceStatus.Paid;
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var isPart = status == InvoiceStatus.PartiallyPaid;
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var amtPaid = isPaid ? total : isPart ? Math.Round(total * 0.5m, 2) : 0m;
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var desc = job.JobItems?.FirstOrDefault()?.Description ?? "Powder Coating Services";
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var inv = new Invoice
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{
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InvoiceNumber = $"{pfx}{seq++:D4}",
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JobId = job.Id,
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CustomerId = job.CustomerId,
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PreparedById = preparedBy?.Id,
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Status = status,
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InvoiceDate = date,
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DueDate = date.AddDays(dueDays),
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SentDate = status != InvoiceStatus.Draft ? date : null,
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PaidDate = isPaid ? date.AddDays(dueDays - 5) : null,
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SubTotal = sub,
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TaxPercent = taxPct,
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TaxAmount = taxAmt,
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Total = total,
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AmountPaid = amtPaid,
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Terms = terms,
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Notes = notes,
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CustomerPO = job.CustomerPO,
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SalesTaxAccountId = taxAmt > 0 ? salesTaxAcct?.Id : null,
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CompanyId = company.Id,
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CreatedAt = date
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};
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inv.InvoiceItems.Add(new InvoiceItem
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{
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Description = desc,
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Quantity = 1,
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UnitPrice = sub,
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TotalPrice = sub,
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RevenueAccountId = revenueAcct?.Id,
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DisplayOrder = 1,
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CompanyId = company.Id,
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CreatedAt = date
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});
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if (taxAmt > 0)
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inv.InvoiceItems.Add(new InvoiceItem
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{
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Description = $"Sales Tax ({taxPct:0.##}%)",
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Quantity = 1,
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UnitPrice = taxAmt,
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TotalPrice = taxAmt,
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RevenueAccountId = salesTaxAcct?.Id,
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DisplayOrder = 2,
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CompanyId = company.Id,
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CreatedAt = date
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});
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await _context.Set<Invoice>().AddAsync(inv);
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await _context.SaveChangesAsync();
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seeded++;
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if (amtPaid > 0)
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{
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// Paid: payment date = dueDate - 5d. Partial: a few days after invoice
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var pDate = isPaid ? date.AddDays(dueDays - 5) : date.AddDays(4);
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await _context.Set<Payment>().AddAsync(new Payment
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{
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InvoiceId = inv.Id,
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Amount = amtPaid,
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PaymentDate = pDate,
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PaymentMethod = pMethod,
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Reference = pRef,
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Notes = isPaid ? "Paid in full" : "50% deposit",
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RecordedById = preparedBy?.Id,
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DepositAccountId = checkingAcct?.Id,
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CompanyId = company.Id,
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CreatedAt = pDate
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});
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await _context.SaveChangesAsync();
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}
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}
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// ── Months −12 through −4: 8 paid invoices per month ────────────────
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// 8 × avg ~$650 = ~$5,200/month collected revenue, which exceeds the seeded
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// ~$4,200/month in operating expenses, so the P&L chart shows a consistent profit.
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// Payment methods and tax rates alternate for variety in the ledger.
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var histMethods = new[] { PaymentMethod.BankTransferACH, PaymentMethod.Check, PaymentMethod.CreditDebitCard, PaymentMethod.Cash };
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for (int monthBack = 12; monthBack >= 4; monthBack--)
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{
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for (int inv = 0; inv < 8; inv++)
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{
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var daysAgo = monthBack * 30 + 25 - (inv * 3);
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var taxPct = (monthBack + inv) % 2 == 0 ? 7.5m : 0m;
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var method = histMethods[(monthBack * 8 + inv) % histMethods.Length];
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var chkRef = method == PaymentMethod.Check ? $"CHK-{9000 + monthBack * 8 + inv:D4}" : null;
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await Inv(InvoiceStatus.Paid, daysAgo, 30, taxPct, "Net 30", "Thank you for your business!", method, chkRef);
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}
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}
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// ── Month −3 (6 paid) ─────────────────────────────────────────────────
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await Inv(InvoiceStatus.Paid, 88, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 84, 30, 7.5m, "Net 30", "Thank you for your business!", PaymentMethod.Check, "CHK-1041");
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await Inv(InvoiceStatus.Paid, 80, 14, 0m, "Net 14", "Thank you!", PaymentMethod.Cash);
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await Inv(InvoiceStatus.Paid, 76, 30, 7.5m, "Net 30", "Thank you for your business!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 72, 30, 0m, "Net 30", "Thank you!", PaymentMethod.CreditDebitCard);
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await Inv(InvoiceStatus.Paid, 68, 30, 7.5m, "Net 30", "Thank you for your business!", PaymentMethod.Check, "CHK-1044");
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// ── Month −2 (6 paid + 2 partial) ────────────────────────────────────
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await Inv(InvoiceStatus.Paid, 62, 30, 0m, "Net 30", "Thank you!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 58, 30, 7.5m, "Net 30", "Thank you for your business!", PaymentMethod.Check, "CHK-1048");
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await Inv(InvoiceStatus.Paid, 55, 14, 0m, "Due on receipt", "Paid on completion.", PaymentMethod.Cash);
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await Inv(InvoiceStatus.Paid, 51, 30, 7.5m, "Net 30", "Thank you!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 47, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.CreditDebitCard);
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await Inv(InvoiceStatus.Paid, 43, 30, 7.5m, "Net 30", "Thank you!", PaymentMethod.Check, "CHK-1052");
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await Inv(InvoiceStatus.PartiallyPaid, 40, 30, 0m, "Net 30", "50% deposit received — balance due.", PaymentMethod.Check, "CHK-1053");
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await Inv(InvoiceStatus.PartiallyPaid, 37, 30, 7.5m, "Net 30", "Deposit on file — balance due on pickup.", PaymentMethod.BankTransferACH);
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// ── Month −1 (7 paid + 2 partial + 2 sent) ───────────────────────────
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// 7 paid × avg ~$650 + 2 partial × 50% × avg ~$650 ≈ $5,200 collected — above expenses.
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await Inv(InvoiceStatus.Paid, 35, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 32, 30, 7.5m, "Net 30", "Thank you!", PaymentMethod.Check, "CHK-1054");
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await Inv(InvoiceStatus.Paid, 28, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 24, 14, 7.5m, "Net 14", "Thank you!", PaymentMethod.Cash);
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await Inv(InvoiceStatus.Paid, 20, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Paid, 18, 30, 7.5m, "Net 30", "Thank you!", PaymentMethod.CreditDebitCard);
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await Inv(InvoiceStatus.Paid, 16, 30, 0m, "Net 30", "Thank you for your business!", PaymentMethod.Check, "CHK-1058");
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await Inv(InvoiceStatus.PartiallyPaid, 14, 30, 7.5m, "Net 30", "50% deposit received.", PaymentMethod.Check, "CHK-1060");
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await Inv(InvoiceStatus.PartiallyPaid, 11, 30, 0m, "Net 30", "50% deposit — balance due on completion.", PaymentMethod.BankTransferACH);
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await Inv(InvoiceStatus.Sent, 9, 30, 7.5m, "Net 30", "Payment due within 30 days.");
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await Inv(InvoiceStatus.Sent, 6, 30, 0m, "Net 30", "Payment due within 30 days.");
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// ── Current month (1 overdue + 2 sent + 1 draft) ─────────────────────
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// Overdue: created 35 days ago on Net 14 terms → 21 days past due (1–30 bucket)
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await Inv(InvoiceStatus.Sent, 35, 14, 7.5m, "Net 14", "PAST DUE — please remit payment immediately.");
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await Inv(InvoiceStatus.Sent, 4, 30, 0m, "Net 30", "Payment due within 30 days.");
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await Inv(InvoiceStatus.Sent, 2, 30, 7.5m, "Net 30", "Payment due within 30 days.");
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await Inv(InvoiceStatus.Draft, 1, 30, 0m, "Net 30", null);
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// ── AR Aging demo invoices — populate all four overdue buckets ────────
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// 31–60 day bucket: issued 55 days ago, Net 10 → 45 days past due
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await Inv(InvoiceStatus.Sent, 55, 10, 0m, "Net 10", "PAST DUE 45 days — second notice sent.");
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// 61–90 day bucket: issued 80 days ago, Net 10 → 70 days past due
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await Inv(InvoiceStatus.Sent, 80, 10, 7.5m, "Net 10", "PAST DUE 70 days — final notice. Collections pending.");
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// 90+ day bucket: issued 120 days ago, Net 14 → 106 days past due
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await Inv(InvoiceStatus.PartiallyPaid, 120, 14, 0m, "Net 14", "PAST DUE 106 days — partial payment received, balance outstanding.");
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return seeded;
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}
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}
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