spouliot
acbd9f60be
- Quotes Create/Edit: hide 'Send via email' checkbox when customer has no email; show badge 'send via SMS from details' or 'SMS consent required' when customer has a mobile number. JS responds to customer dropdown change. - Quotes Details: hide 'Send Quote via Email' button and approval email checkbox; hide SMS button when no mobile; show consent-required note. - Jobs Details (Mark Complete modal): hide email checkbox; show 'SMS notification will be sent' badge or consent-required note. - Jobs Index (status modal): hide email row when customer has no email. - Jobs Edit: hide 'Notify customer if status changes' when no email. - Invoices Details: hide Send/Re-send buttons when no email (vs. disabled). DTOs: added CustomerEmail + CustomerNotifyByEmail to JobDto/JobListDto; added CustomerNotifyByEmail/CustomerMobilePhone/CustomerNotifyBySms to QuoteDto. Mapped in JobProfile and QuotesController customer blocks. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
32 lines
2.3 KiB
Plaintext
32 lines
2.3 KiB
Plaintext
I looked through the reporting code, and I do not see a dedicated sales tax report.
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What exists today:
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- The report menu has Financial Summary, AR Aging, Balance Sheet, and Sales & Income, but no sales-tax-specific report card in /Y:/PCC/
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PowderCoatingApp/src/PowderCoating.Web/Views/Reports/Landing.cshtml:147 and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Reports/
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Landing.cshtml:211.
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- The reporting service only exposes four finance reports in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Interfaces/
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IFinancialReportService.cs:13 through /Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Interfaces/IFinancialReportService.cs:22.
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- Sales & Income does surface tax, but only as a total and per-invoice column in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/
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Services/FinancialReportService.cs:406, /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/Services/FinancialReportService.cs:419,
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and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Reports/SalesAndIncome.cshtml:268.
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- The good news is the underlying data is already there: invoices store TaxAmount and SalesTaxAccountId in /Y:/PCC/PowderCoatingApp/src/
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PowderCoating.Core/Entities/Invoice.cs:23 and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Core/Entities/Invoice.cs:55, and the chart of
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accounts seeds 2200 Sales Tax Payable in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/Services/SeedDataService.Accounts.cs:59.
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Plan I’d recommend:
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1. Add a new Sales Tax report under Reports > Finance with date range filters, matching the existing report pattern in /Y:/PCC/PowderCoatingApp/
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src/PowderCoating.Web/Controllers/ReportsController.cs:993.
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2. Build a SalesTaxReportDto plus GetSalesTaxReportAsync(...) in the reporting interface/service.
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3. Phase 1 report contents:
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- Total taxable sales
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- Total non-taxed sales
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- Total sales tax billed
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- Breakdown by sales-tax liability account
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- Breakdown by month
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- Invoice detail grid: invoice date, invoice #, customer, subtotal, tax %, tax amount, total, amount paid, balance due, status, tax account
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4. Add PDF export, and probably CSV too, since this is the kind of report people hand to accountants.
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5. Put a report card on the Reports landing page and gate it the same way as the other accounting reports. |