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feat(finance): add Form 990 report DTOs and permission module

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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chris Chen
2026-06-24 19:23:05 -07:00
parent 4e83f27703
commit 1353b5571f
3 changed files with 33 additions and 3 deletions
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API/ROLAC.API/Authorization/Modules.cs
+2
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@@ -16,6 +16,7 @@ public static class Modules
public const string OfferingSessions = "OfferingSessions";
public const string Ministries = "Ministries";
public const string FinanceDashboard = "FinanceDashboard";
public const string Form990Report = "Form990Report";
public const string MonthlyStatements = "MonthlyStatements";
public const string ChurchProfile = "ChurchProfile";
public const string Disbursements = "Disbursements";
@@ -37,6 +38,7 @@ public static class Modules
OfferingSessions,
Ministries,
FinanceDashboard,
Form990Report,
MonthlyStatements,
ChurchProfile,
Disbursements,
API/ROLAC.API/DTOs/Finance/Form990ReportDtos.cs
+25
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@@ -0,0 +1,25 @@
namespace ROLAC.API.DTOs.Finance;
/// <summary>One Part IX row: a 990 line split across the three functional columns.</summary>
public class FunctionalExpenseRowDto
{
public string LineCode = "";
public string Name_en = "";
public string? Name_zh;
public decimal Program;
public decimal ManagementGeneral;
public decimal Fundraising;
public decimal Total;
}
/// <summary>The full Part IX Statement of Functional Expenses for a date range.</summary>
public class FunctionalExpenseStatementDto
{
public List<FunctionalExpenseRowDto> Rows { get; set; } = [];
public decimal ProgramTotal { get; set; }
public decimal ManagementGeneralTotal { get; set; }
public decimal FundraisingTotal { get; set; }
public decimal GrandTotal { get; set; }
/// <summary>Expenses with no explicit 990 mapping (counted under line 24). Prompts mapping cleanup.</summary>
public int UnmappedExpenseCount { get; set; }
}
API/ROLAC.API/Data/DbSeeder.cs
+6 -3
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@@ -158,13 +158,16 @@ public static class DbSeeder
("finance", Modules.MonthlyStatements, true, true, false, true),
("finance", Modules.ChurchProfile, true, true, false, false),
("finance", Modules.Disbursements, true, true, true, true),
("finance", Modules.Form990Report, true, false, false, false),
// Logs — read-only. System logs are technical (pastor only); audit logs have
// governance value, so finance and board members can read them too.
("pastor", Modules.SystemLogs, true, false, false, false),
("pastor", Modules.AuditLogs, true, false, false, false),
("finance", Modules.AuditLogs, true, false, false, false),
("board_member", Modules.AuditLogs, true, false, false, false),
("pastor", Modules.AuditLogs, true, false, false, false),
("finance", Modules.AuditLogs, true, false, false, false),
("board_member", Modules.AuditLogs, true, false, false, false),
("pastor", Modules.Form990Report, true, false, false, false),
("board_member", Modules.Form990Report, true, false, false, false),
// Ministries — secretary maintains the list; coworker_chair edits; ministry
// leaders and pastor read.