docs(1099): document Payee1099s/Form1099Boxes schema and seed Form1099 permissions
- DB_SCHEMA.md §8: add Form1099Box catalog table, Payee1099 recipient master (with TIN at-rest encryption note), and new FK columns on Expenses / ExpenseSubCategories / ExpenseCategoryGroups; update TOC and Seed Data section - DbSeeder.cs: grant Modules.Form1099 to finance (R/W/D), pastor (R), and board_member (R), mirroring the Form990Report + Disbursements pattern; idempotent (only inserts if row absent, never clobbers admin edits) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Chris Chen
@@ -207,6 +207,11 @@ public static class DbSeeder
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("finance", Modules.ChurchProfile, true, true, false, false),
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("finance", Modules.ChurchProfile, true, true, false, false),
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("finance", Modules.Disbursements, true, true, true, true),
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("finance", Modules.Disbursements, true, true, true, true),
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("finance", Modules.Form990Report, true, false, false, false),
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("finance", Modules.Form990Report, true, false, false, false),
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// Form1099 — finance manages recipients and tracks filings; pastor and board_member
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// get read-only oversight (same pattern as Form990Report). No Approve semantics.
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("finance", Modules.Form1099, true, true, true, false),
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("pastor", Modules.Form1099, true, false, false, false),
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("board_member", Modules.Form1099, true, false, false, false),
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// Logs — read-only. System logs are technical (pastor only); audit logs have
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// Logs — read-only. System logs are technical (pastor only); audit logs have
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// governance value, so finance and board members can read them too.
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// governance value, so finance and board members can read them too.
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@@ -17,6 +17,9 @@
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6. [Phase 1 — CMS](#6-cms)
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6. [Phase 1 — CMS](#6-cms)
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7. [Phase 1 — Giving & Donations（奉獻）](#7-giving--donations-奉獻)
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7. [Phase 1 — Giving & Donations（奉獻）](#7-giving--donations-奉獻)
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8. [Phase 1 — Expense Tracking（支出）](#8-expense-tracking-支出)
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8. [Phase 1 — Expense Tracking（支出）](#8-expense-tracking-支出)
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- [Form1099Box（1099 欄位目錄）](#form1099box-irs-1099-報告欄位目錄)
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- [Payee1099（收款人主檔）](#payee1099-1099-申報收款人主檔)
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- [現有表新增欄位（1099 歸屬）](#現有表新增欄位1099-歸屬)
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9. [Phase 1 — Prayer Requests（代禱）](#9-prayer-requests-代禱)
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9. [Phase 1 — Prayer Requests（代禱）](#9-prayer-requests-代禱)
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10. [Phase 1 — Audit Log](#10-audit-log)
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10. [Phase 1 — Audit Log](#10-audit-log)
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11. [Phase 1 — Notifications](#11-notifications)
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11. [Phase 1 — Notifications](#11-notifications)
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@@ -704,6 +707,91 @@ Table: MonthlyStatements
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| UpdatedBy | varchar(450) NOT NULL | FK → AspNetUsers.Id |
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| UpdatedBy | varchar(450) NOT NULL | FK → AspNetUsers.Id |
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| **UNIQUE** | (Year, Month) | 每個月只有一份月結報表 |
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| **UNIQUE** | (Year, Month) | 每個月只有一份月結報表 |
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### Form1099Box（IRS 1099 報告欄位目錄）
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```
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Table: Form1099Boxes
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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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| BoxCode | varchar(20) NOT NULL UNIQUE | 欄位代碼，如 "NEC-1"、"MISC-1" |
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| Name_en | varchar(200) NOT NULL | 英文欄位名稱 |
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| Name_zh | varchar(200)? | 中文欄位名稱 |
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| FormType | varchar(20) NOT NULL | '1099-NEC' \| '1099-MISC' |
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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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| 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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> **說明：** IRS 1099 申報欄位目錄（catalog）。Seed 預設兩個欄位：`NEC-1`（Nonemployee compensation — 非員工報酬，1099-NEC 第 1 欄）與 `MISC-1`（Rents — 租金，1099-MISC 第 1 欄）。此表為唯讀參考資料，僅透過 seed 管理；新增欄位須更新 seed 並重新執行 migration。
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### Payee1099（1099 申報收款人主檔）
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```
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Table: Payee1099s
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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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| LegalName | varchar(200) NOT NULL | IRS 法定全名（個人或公司）|
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| DisplayName | varchar(200)? | 顯示用簡稱（選填）|
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| MemberId | int? | FK → Members.Id，ON DELETE SET NULL。收款人同時為教友時可選填關聯 |
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| TaxClassification | varchar(50) NOT NULL | 稅務分類，如 'Individual'、'SoleProprietor'、'Corporation'、'Partnership' 等 |
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| Is1099Tracked | bool NOT NULL DEFAULT true | 是否需要申報 1099 |
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| TinType | varchar(10)? | 'SSN' \| 'EIN'；null = 尚未收到 W-9 |
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| **TinEncrypted** | varchar(MAX)? | **TIN 加密密文（使用 ASP.NET Data Protection API 加密靜態儲存，明文永不入庫）** |
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| **TinLast4** | varchar(4)? | **TIN 末四碼明文（僅供遮罩顯示用，如 \*\*\*-\*\*-1234）** |
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| AddressLine1 | varchar(200)? | |
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| AddressLine2 | varchar(200)? | |
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| City | varchar(100)? | |
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| State | varchar(50)? | |
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| Zip | varchar(20)? | |
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| Email | varchar(200)? | |
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| Phone | varchar(30)? | |
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| W9Status | varchar(20) NOT NULL DEFAULT 'Missing' | 'Missing' \| 'Requested' \| 'OnFile' \| 'Expired' |
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| W9ReceivedDate | date? | W-9 文件收到日期 |
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| W9BlobPath | varchar(500)? | 上傳的 W-9 文件 Azure Blob 路徑 |
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| IsActive | bool NOT NULL DEFAULT true | |
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| Notes | text? | 內部備注 |
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| IsDeleted | bool NOT NULL DEFAULT false | 軟刪除 |
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| DeletedAt | timestamp? | |
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| DeletedBy | varchar(450)? | FK → AspNetUsers.Id |
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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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> **TIN 靜態加密（Encryption at Rest）：** 納稅識別碼（SSN / EIN）屬高敏感個人資料。`TinEncrypted` 欄位儲存使用 ASP.NET Data Protection API（`IDataProtector`）加密後的密文；`TinLast4` 僅儲存末四碼明文供前端遮罩顯示（\*\*\*-\*\*-XXXX）。明文 TIN 永遠不寫入資料庫，也不出現在 Audit Log 快照中。
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### 現有表新增欄位（1099 歸屬）
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以下欄位由 1099 功能新增至現有表，透過 EF Core Migration 套用：
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**`Expenses`（新增欄位）**
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| 欄位 | 型別 | 說明 |
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|------|------|------|
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| **PayeeId** | int? | FK → Payee1099s.Id，ON DELETE SET NULL。費用標題層級 1099 收款人歸屬；null = 不申報 1099 |
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**`ExpenseSubCategories`（新增欄位）**
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| 欄位 | 型別 | 說明 |
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|------|------|------|
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| **Form1099BoxId** | int? | FK → Form1099Boxes.Id，ON DELETE SET NULL。子項目層級 1099 申報欄位映射（優先於大類值）|
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**`ExpenseCategoryGroups`（新增欄位）**
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| 欄位 | 型別 | 說明 |
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|------|------|------|
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| **Form1099BoxId** | int? | FK → Form1099Boxes.Id，ON DELETE SET NULL。大類層級 1099 申報欄位備援映射 |
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> **有效 1099 欄位解析順序：** `SubCategory.Form1099BoxId ?? Group.Form1099BoxId ?? null`（先取子項目欄位；若為 null 則取大類欄位；仍為 null = 該費用不需申報 1099）。此解析邏輯與 Form 990 行號解析（`SubCategory.Form990LineId ?? Group.Form990LineId ?? "24"`）平行，但語意不同：1099 的 null 代表「不申報」，而 990 的 null 會回退至行 "24"（其他費用）。
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---
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---
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## 9. Prayer Requests（代禱）
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## 9. Prayer Requests（代禱）
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@@ -1033,6 +1121,14 @@ super_admin, pastor, board_member, coworker_chair, ministry_leader, district_lea
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Form990Report — 唯讀報表權限，授予角色：finance、pastor、board_member
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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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```
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### Form1099 權限模組
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```
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Form1099 — 1099 收款人管理與申報，授予角色：
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finance — Read / Write / Delete（完整管理）
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pastor — Read（唯讀總覽）
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board_member — Read（唯讀總覽）
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```
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### CmsPages（靜態頁面 Slug）
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### CmsPages（靜態頁面 Slug）
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```
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```
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about, vision, service-times, contact
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about, vision, service-times, contact
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