docs: sync DB_SCHEMA with Form 990 functional-expense schema
ci-cd-vm / ci-cd (push) Successful in 2m41s
ci-cd-vm / ci-cd (push) Successful in 2m41s
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Chris Chen
+59
-16
@@ -279,6 +279,7 @@ Table: Ministries
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| Description_zh | text? | |
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| SortOrder | int NOT NULL DEFAULT 0 | 顯示排序 |
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| IsActive | bool NOT NULL DEFAULT true | |
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| **DefaultFunctionalClass** | varchar(20) NOT NULL DEFAULT 'Program' | IRS Form 990 功能性費用分類：'Program' \| 'ManagementGeneral' \| 'Fundraising'。Seed：Administration → 'ManagementGeneral'，其餘 → 'Program' |
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---
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@@ -495,6 +496,27 @@ Table: GivingRecurringSchedules
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## 8. Expense Tracking（支出）
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### Form990ExpenseLines（IRS Form 990 Part IX 自然費用科目）
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```
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Table: Form990ExpenseLines
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```
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| 欄位 | 型別 | 說明 |
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|------|------|------|
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| Id | int PK | |
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| LineCode | varchar(10) NOT NULL UNIQUE | Part IX 行號，如 "7"、"11b"、"16"、"24" |
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| Name_en | varchar(200) NOT NULL | 英文科目名稱 |
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| Name_zh | varchar(200)? | 中文科目名稱 |
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| SortOrder | int NOT NULL | 排序 |
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| IsActive | bool NOT NULL DEFAULT true | |
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| CreatedAt | timestamp NOT NULL | |
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| CreatedBy | varchar(450) NOT NULL | FK → AspNetUsers.Id |
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| UpdatedAt | timestamp NOT NULL | |
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| UpdatedBy | varchar(450) NOT NULL | FK → AspNetUsers.Id |
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> **IRS Form 990 Part IX 說明：** Part IX「Statement of Functional Expenses」要求將每筆支出依 IRS 自然費用科目（LineCode）分類，同時按功能性費用分類（Program / Management & General / Fundraising）橫向彙總，生成 Form 990 Schedule Part IX 報表。
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### ExpenseCategoryGroup（支出大類）
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```
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@@ -508,8 +530,9 @@ Table: ExpenseCategoryGroups
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| Name_zh | varchar(200)? | |
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| SortOrder | int NOT NULL DEFAULT 0 | |
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| IsActive | bool NOT NULL DEFAULT true | |
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| **Form990LineId** | int? | FK → Form990ExpenseLines.Id，ON DELETE SET NULL。大類層級預設 990 行號；Seed 預設為行 "24"（其他費用）|
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**Seed 大類（11 個）：**
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**Seed 大類（14 個）：**
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| Id | Name_en | Name_zh |
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|----|---------|---------|
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@@ -524,6 +547,9 @@ Table: ExpenseCategoryGroups
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| 9 | Benevolence | 關懷救助 |
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| 10 | Other | 其他 |
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| 11 | Personnel | 人事 |
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| 12 | Professional Services | 專業服務 |
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| 13 | Information Technology | 資訊科技 |
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| 14 | Finance & Banking | 財務與銀行 |
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### ExpenseSubCategory（支出子項目）
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@@ -539,6 +565,9 @@ Table: ExpenseSubCategories
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| Name_zh | varchar(200)? | |
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| SortOrder | int NOT NULL DEFAULT 0 | |
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| IsActive | bool NOT NULL DEFAULT true | |
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| **Form990LineId** | int? | FK → Form990ExpenseLines.Id，ON DELETE SET NULL。子項目層級 990 行號（優先於大類值）|
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> **有效 990 行號解析順序：** `SubCategory.Form990LineId ?? Group.Form990LineId ?? "24"`（先取子項目的行號；若為 null 則取大類的行號；仍為 null 則視為行 "24" — Other Expenses）。
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**Seed 子項目（完整種子）：**
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@@ -554,12 +583,12 @@ Table: ExpenseSubCategories
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| 3 Food & Beverage | Catering | 出餐費用 |
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| 3 Food & Beverage | Food Ingredients | 食材採購 |
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| 3 Food & Beverage | Utensils | 器具 |
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| 3 Food & Beverage | Consumables | 消耗品 |
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| 3 Food & Beverage | Disposable Tableware | 一次性餐具 |
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| 4 Training | Course Fees | 課程費用 |
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| 4 Training | Books | 書籍 |
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| 4 Training | Conference | 研討會 |
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| 4 Training | Travel | 差旅 |
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| 5 Materials | Printing | 印刷費用 |
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| 5 Materials | Curriculum Printing | 教材印刷 |
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| 5 Materials | Craft Supplies | 手工材料 |
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| 5 Materials | Copyright & Licensing | 版權購買 |
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| 6 Facility | Rent | 場地租金 |
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@@ -569,22 +598,27 @@ Table: ExpenseSubCategories
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| 7 Printing | Bulletins | 週報 |
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| 7 Printing | Order of Service | 程序單 |
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| 7 Printing | Posters | 海報 |
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| 7 Printing | Advertising & Promotion | 廣告與推廣 |
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| 8 Missions | Offering Transfer | 奉獻轉帳 |
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| 8 Missions | Missionary Support | 宣教士支援 |
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| 8 Missions | Foreign Missions Support | 海外宣教支援 |
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| 8 Missions | Travel | 差旅 |
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| 9 Benevolence | Emergency Aid | 急難救助 |
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| 9 Benevolence | Condolence Gifts | 慰問禮品 |
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| 9 Benevolence | Visit Expenses | 探訪費用 |
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| 10 Other | Miscellaneous | 雜支 |
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| 11 Personnel | Salary & Wages | 薪資 |
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| 11 Personnel | Officer / Key Employee Compensation | 主任/關鍵員工薪酬 |
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| 11 Personnel | Payroll Taxes | 薪資稅費 |
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| 11 Personnel | Employee Benefits | 員工福利 |
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| 11 Personnel | Retirement / Pension | 退休/養老金 |
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| 11 Personnel | Workers Compensation | 勞工保險 |
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| 11 Personnel | Honorarium | 酬庸 |
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| 11 Personnel | Staff Training | 同工進修 |
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| 11 Personnel | Contract Labor | 外包勞務 |
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> **備注：** `Facility > 財產保險` 指建築物／場地責任險；員工健保、團體保險等歸 `Personnel > 員工福利`。同工代墊報銷依**實際購買物**選大類，不歸人事。
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> **備注：** `Facility > 財產保險` 指建築物／場地責任險；員工健保、團體保險等歸 `Personnel > 員工福利`。同工代墊報銷依**實際購買物**選大類，不歸人事。
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> **子項目更名說明：** `Food & Beverage > Consumables`（消耗品）更名為 `Disposable Tableware`（一次性餐具）以消除與大類同名的歧義；`Materials > Printing`（印刷費用）更名為 `Curriculum Printing`（教材印刷）以與 Printing 大類區分。
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### Expense（支出記錄）
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@@ -614,6 +648,7 @@ Table: Expenses
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| ReviewNotes | varchar(500)? | 審核備注 |
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| PaidAt | timestamp? | 標記已付款時間 |
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| PaidBy | varchar(450)? | FK → AspNetUsers.Id |
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| **FunctionalClass** | varchar(20)? | IRS Form 990 功能性費用分類個別覆寫：'Program' \| 'ManagementGeneral' \| 'Fundraising'；null = 繼承 Ministry.DefaultFunctionalClass |
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| IsDeleted | bool NOT NULL DEFAULT false | |
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| DeletedAt | timestamp? | |
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| DeletedBy | varchar(450)? | FK → AspNetUsers.Id |
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@@ -622,6 +657,8 @@ Table: Expenses
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| UpdatedAt | timestamp NOT NULL | |
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| UpdatedBy | varchar(450) NOT NULL | FK → AspNetUsers.Id |
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> **有效功能性費用分類解析順序：** `Expense.FunctionalClass ?? Ministry.DefaultFunctionalClass ?? 'Program'`（先取費用記錄的個別覆寫值；若為 null 則取所屬事工的預設值；仍為 null 則視為 'Program'）。
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**Status 工作流程：**
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```
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@@ -960,16 +997,16 @@ super_admin, pastor, board_member, coworker_chair, ministry_leader, district_lea
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### Ministries（10 個事工部門）
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```
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1. Administration / 行政
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2. Preaching / 講道
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3. Emcee / 司會
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4. Worship / 敬拜
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5. PPT/Media / PPT/影音
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6. Sound / 音控
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7. Facility / 場地組
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8. Hospitality / 招待
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9. Children / 兒牧
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10. Catering / 餐飲
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1. Administration / 行政 DefaultFunctionalClass = 'ManagementGeneral'
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2. Preaching / 講道 DefaultFunctionalClass = 'Program'
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3. Emcee / 司會 DefaultFunctionalClass = 'Program'
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4. Worship / 敬拜 DefaultFunctionalClass = 'Program'
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5. PPT/Media / PPT/影音 DefaultFunctionalClass = 'Program'
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6. Sound / 音控 DefaultFunctionalClass = 'Program'
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7. Facility / 場地組 DefaultFunctionalClass = 'Program'
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8. Hospitality / 招待 DefaultFunctionalClass = 'Program'
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9. Children / 兒牧 DefaultFunctionalClass = 'Program'
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10. Catering / 餐飲 DefaultFunctionalClass = 'Program'
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```
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### GivingCategories（奉獻類型）
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@@ -981,9 +1018,14 @@ super_admin, pastor, board_member, coworker_chair, ministry_leader, district_lea
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5. Mission / 宣教奉獻
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```
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### ExpenseCategoryGroups（11 個大類）
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### ExpenseCategoryGroups（14 個大類）
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```
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見 §8 Seed 大類列表
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見 §8 Seed 大類列表（含新增 Professional Services、Information Technology、Finance & Banking）
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```
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### Form990 權限模組
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```
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Form990Report — 唯讀報表權限，授予角色：finance、pastor、board_member
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```
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### CmsPages（靜態頁面 Slug）
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@@ -1057,6 +1099,7 @@ public class RolacDbContext : IdentityDbContext<AppUser, AppRole, string>
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public DbSet<GivingReceipt> GivingReceipts => Set<GivingReceipt>();
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public DbSet<GivingRecurringSchedule> GivingRecurringSchedules => Set<GivingRecurringSchedule>();
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public DbSet<Form990ExpenseLine> Form990ExpenseLines => Set<Form990ExpenseLine>();
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public DbSet<ExpenseCategoryGroup> ExpenseCategoryGroups => Set<ExpenseCategoryGroup>();
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public DbSet<ExpenseSubCategory> ExpenseSubCategories => Set<ExpenseSubCategory>();
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public DbSet<Expense> Expenses => Set<Expense>();
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