Populate the PAYER's TIN (EIN) box in Form1099FormService.BuildCopyBHtml
from ChurchProfile.PayerEin (blank when null, matching prior behaviour).
Add payerEin field to ChurchProfileDto TS model (flows into
UpdateChurchProfileRequest via the existing Omit type) and a text input on
the Church Info tab of the church-profile settings page, mirroring the
Routing # field pattern. CSV left unchanged — adding a payer context line
would break the existing ExportFilingCsvAsync assertion (3 lines expected).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add PayerEin (nullable string, max 20) to ChurchProfile entity, AppDbContext
config, ChurchProfileDto response, UpdateChurchProfileRequest, and
ChurchProfileService round-trip — mirroring the Phone/BankRoutingNumber
nullable-string pattern. Migration AddPayerEinToChurchProfile adds only the
one nullable column to ChurchProfiles.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds POST/GET payee-1099/{id}/w9, mirroring the expense-receipt upload:
IFileStorage saves to finance/w9/{id}{ext}, content-type derived from the
blob extension. Frontend dialog (edit mode) gains a W-9 file input and an
auth-correct blob "View W-9" link. Payee1099Service ctor now takes
IFileStorage; tests updated with an in-memory FakeStorage.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- 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>
Mirror Form990LineId: add Form1099BoxId + Form1099BoxCode to all four
category DTOs (response + request, group + sub); load a boxCodes lookup
dictionary in GetAllAsync and project it; set/copy the field in
CreateGroupAsync, UpdateGroupAsync, CreateSubCategoryAsync, and
UpdateSubCategoryAsync. All 4 category-service unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Injects I1099FormService into Form1099ReportController and adds two
Read-gated GET endpoints: recipient/{payeeId}/copy-b (Copy B PDF) and
export-csv (filing-data CSV). Registers Form1099FormService in DI.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds I1099FormService and Form1099FormService: an IRIS/accountant filing-data
CSV (one row per reportable recipient) and a plain-paper recipient Copy B
1099-NEC PDF rendered via the DevExpress RichEdit/Office API (mirroring
CheckPrintService). Includes a CSV-export unit test over a stub report service.
Service lives in namespace ROLAC.API.Services (not ...Services.Form1099) to
avoid shadowing the ROLAC.API.Entities.Form1099 constants class.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Creates Form1099Boxes and Payee1099s tables; adds Form1099BoxId to
ExpenseSubCategories and ExpenseCategoryGroups; adds PayeeId to
Expenses. All new columns nullable, all FKs with SetNull, unique index
on Form1099Boxes.BoxCode. No data backfill.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds Form1099BoxSeed (NEC-1, MISC-1) and Form1099SubMappingSeed
(6 service/rent subcategories), SeedForm1099BoxesAsync method with
null-fill idempotency (never clobbers admin edits), and wires it into
SeedAsync after SeedForm990ExpenseLinesAsync.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add int? PayeeId to CreateExpenseRequest (UpdateExpenseRequest inherits)
and to ExpenseListItemDto (so it round-trips to the form). Set e.PayeeId
unconditionally in CreateAsync and UpdateAsync so 1099 attribution is
independent of VendorPayment vs StaffReimbursement type. Map PayeeId in
both DTO projections: the paged-list lambda and GetByIdAsync.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add Form1099 const to Modules.cs (after Form990Report) and insert it
into the All display-order list. Register IForm1099ReportService and
IPayee1099Service in Program.cs beside the existing Form990Report entry.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Implement IPayee1099Service and Payee1099Service: list/get/create/update/
soft-delete and RevealTin. TIN is encrypted via ITinProtector on write;
TinLast4 is the only clear-text fragment stored. Null Tin on update
preserves the existing ciphertext. Four xUnit tests cover encrypt-on-create,
null-tin-keeps-ciphertext, list-masks-to-last4, and soft-delete hides from list.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add Payee1099ListItemDto, Payee1099Dto, and SavePayee1099Request in
DTOs/Payee for the 1099 recipient CRUD surface.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add an AI assist button to the Edit/New Group (大項) and Subcategory
(小項) dialogs: the user enters a Chinese name, and the model refines
the Chinese, translates it to English, and suggests the matching IRS
Form 990 Part IX line. Suggestions surface in a confirm card; Apply
fills the Chinese name, English name, and 990 line fields.
Backend mirrors the existing expense-classification AI family but over
the Form 990 line catalog: IExpenseCategoryAiService + base (catalog
load, prompt, id validation) + Claude/Gemini providers + factory that
picks the provider from ChurchProfile.AiProvider. New write-gated
POST api/expense-categories/ai-suggest endpoint; sub-category requests
pass the parent group + its 990 line to bias the choice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Chris Chen