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PowderCoatingLogix/src/PowderCoating.Web/Views/CreditMemos/Index.cshtml
T
spouliot a255893ada Add Credit Memos standalone management module
CreditMemosController with Index, Details, Create, Apply, and Void actions.
All business logic (atomic apply transaction, RemainingBalance cap,
customer.CreditBalance adjustment, auto-Paid invoice when BalanceDue hits zero)
mirrors the invoice-centric IssueCreditMemo/ApplyCredit/VoidCreditMemo actions in
InvoicesController but redirects back to the credit memo rather than an invoice.

Views: Index (stats bar, status+search filter, table), Details (two-col layout
with application history table and Bootstrap Apply/Void confirm modals),
Create (customer dropdown, amount, reason, notes, optional expiry).

Apply modal populates amount automatically from min(remaining credit,
invoice balance due) via credit-memo.js data-attribute wiring (no inline scripts).

Nav: Credit Memos added to Billing & Payments section in _Layout.

Build: 0 errors. Unit tests: 200/200.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 11:48:35 -04:00

167 lines
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@model List<PowderCoating.Core.Entities.CreditMemo>
@using PowderCoating.Core.Enums
@{
ViewData["Title"] = "Credit Memos";
var status = ViewBag.Status as string ?? "";
var search = ViewBag.Search as string ?? "";
int activeCount = ViewBag.ActiveCount;
decimal outstanding = ViewBag.OutstandingBalance;
}
<div class="d-flex justify-content-between align-items-center mb-3">
<h4 class="mb-0"><i class="bi bi-journal-minus me-2 text-primary"></i>Credit Memos</h4>
<a asp-action="Create" class="btn btn-primary btn-sm">
<i class="bi bi-plus-lg me-1"></i>Issue Credit Memo
</a>
</div>
@if (TempData["Success"] != null)
{
<div class="alert alert-success alert-permanent alert-dismissible fade show">
@TempData["Success"]
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
</div>
}
@if (TempData["Error"] != null)
{
<div class="alert alert-danger alert-permanent alert-dismissible fade show">
@TempData["Error"]
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
</div>
}
@* ── Stats bar ─────────────────────────────────────────────────── *@
<div class="row g-3 mb-4">
<div class="col-sm-6 col-lg-3">
<div class="card border-0 bg-primary-subtle h-100">
<div class="card-body">
<div class="text-primary fw-semibold small">Active Memos</div>
<div class="fs-3 fw-bold">@activeCount</div>
</div>
</div>
</div>
<div class="col-sm-6 col-lg-3">
<div class="card border-0 bg-warning-subtle h-100">
<div class="card-body">
<div class="text-warning fw-semibold small">Outstanding Credit</div>
<div class="fs-3 fw-bold">@outstanding.ToString("C")</div>
</div>
</div>
</div>
<div class="col-sm-6 col-lg-3">
<div class="card border-0 bg-success-subtle h-100">
<div class="card-body">
<div class="text-success fw-semibold small">Total Memos</div>
<div class="fs-3 fw-bold">@Model.Count</div>
</div>
</div>
</div>
<div class="col-sm-6 col-lg-3">
<div class="card border-0 bg-secondary-subtle h-100">
<div class="card-body">
<div class="text-secondary fw-semibold small">Total Issued</div>
<div class="fs-3 fw-bold">@Model.Sum(m => m.Amount).ToString("C")</div>
</div>
</div>
</div>
</div>
@* ── Filters ──────────────────────────────────────────────────── *@
<div class="card mb-3">
<div class="card-body py-2">
<form method="get" class="row g-2 align-items-end">
<div class="col-md-4">
<label class="form-label small mb-1">Search</label>
<input name="search" value="@search" class="form-control form-control-sm"
placeholder="Customer, memo #, or reason…" />
</div>
<div class="col-md-3">
<label class="form-label small mb-1">Status</label>
<select name="status" class="form-select form-select-sm">
<option value="" selected="@(status == "")">All Statuses</option>
<option value="Active" selected="@(status == "Active")">Active</option>
<option value="PartiallyApplied" selected="@(status == "PartiallyApplied")">Partially Applied</option>
<option value="FullyApplied" selected="@(status == "FullyApplied")">Fully Applied</option>
<option value="Voided" selected="@(status == "Voided")">Voided</option>
</select>
</div>
<div class="col-md-auto">
<button type="submit" class="btn btn-sm btn-primary">Filter</button>
<a asp-action="Index" class="btn btn-sm btn-outline-secondary ms-1">Clear</a>
</div>
</form>
</div>
</div>
@* ── Table ────────────────────────────────────────────────────── *@
@if (!Model.Any())
{
<div class="alert alert-info alert-permanent">No credit memos found.</div>
}
else
{
<div class="card">
<div class="table-responsive">
<table class="table table-hover align-middle mb-0">
<thead class="table-light">
<tr>
<th>Memo #</th>
<th>Customer</th>
<th class="text-end">Amount</th>
<th class="text-end">Applied</th>
<th class="text-end">Remaining</th>
<th>Issue Date</th>
<th>Expires</th>
<th>Status</th>
<th></th>
</tr>
</thead>
<tbody>
@foreach (var m in Model)
{
var rowClass = m.Status == CreditMemoStatus.Voided ? "text-muted" : "";
var expired = m.ExpiryDate.HasValue && m.ExpiryDate.Value < DateTime.UtcNow
&& m.Status != CreditMemoStatus.FullyApplied
&& m.Status != CreditMemoStatus.Voided;
<tr class="@rowClass">
<td>
<a asp-action="Details" asp-route-id="@m.Id" class="fw-semibold text-decoration-none">
@m.MemoNumber
</a>
</td>
<td>@(string.IsNullOrWhiteSpace(m.Customer?.CompanyName) ? $"{m.Customer?.ContactFirstName} {m.Customer?.ContactLastName}".Trim() : m.Customer.CompanyName)</td>
<td class="text-end">@m.Amount.ToString("C")</td>
<td class="text-end">@m.AmountApplied.ToString("C")</td>
<td class="text-end @(m.RemainingBalance > 0 && m.Status != CreditMemoStatus.Voided ? "text-success fw-semibold" : "")">
@m.RemainingBalance.ToString("C")
</td>
<td>@m.IssueDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
<td class="@(expired ? "text-danger fw-semibold" : "")">
@(m.ExpiryDate.HasValue ? m.ExpiryDate.Value.ToLocalTime().ToString("MM/dd/yyyy") : "—")
@if (expired) { <small>(Expired)</small> }
</td>
<td>
@{
var (badgeClass, badgeLabel) = m.Status switch
{
CreditMemoStatus.Active => ("bg-success-subtle text-success", "Active"),
CreditMemoStatus.PartiallyApplied => ("bg-warning-subtle text-warning", "Partial"),
CreditMemoStatus.FullyApplied => ("bg-secondary-subtle text-secondary", "Applied"),
CreditMemoStatus.Voided => ("bg-danger-subtle text-danger", "Voided"),
_ => ("bg-secondary-subtle text-secondary", m.Status.ToString())
};
}
<span class="badge @badgeClass">@badgeLabel</span>
</td>
<td class="text-end">
<a asp-action="Details" asp-route-id="@m.Id"
class="btn btn-sm btn-outline-primary">Details</a>
</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}