77 Commits

Author SHA1 Message Date
Chris Chen 4b949dff9b 更新支票列印
ci-cd-vm / ci-cd (push) Successful in 1m56s
2026-06-27 21:37:40 -07:00
Chris Chen a4ded78442 feat(1099): show payer EIN on church profile page and 1099-NEC PDF
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>
2026-06-25 18:23:49 -07:00
Chris Chen 831b868d9d feat(1099): add payer EIN to ChurchProfile (entity, DTO, migration)
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>
2026-06-25 18:23:40 -07:00
Chris Chen d29de83116 feat(1099): wire W-9 document upload/view for recipients
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>
2026-06-25 18:11:11 -07:00
Chris Chen 402826ee3d feat(1099): round-trip Form1099BoxId through expense category DTOs/service
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>
2026-06-25 17:46:31 -07:00
Chris Chen b7eb95056d feat(1099): add I1099FormService with filing CSV export + Copy B PDF
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>
2026-06-25 17:21:04 -07:00
Chris Chen 7c63f6c9ba feat(1099): carry PayeeId through expense create/update/read
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>
2026-06-25 17:08:01 -07:00
Chris Chen 6080946e74 feat(1099): add Payee1099Service recipient CRUD with TIN protection
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>
2026-06-25 17:02:45 -07:00
Chris Chen 0767a3fe94 refactor(1099): materialize report query for Npgsql safety; deterministic year + ordering
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 16:58:28 -07:00
Chris Chen 0754ed8d69 feat(1099): add Form1099ReportService cash-basis annual aggregation
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 16:53:28 -07:00
Chris Chen 5e2fbe800c feat(1099): add ITinProtector with Data Protection encryption + last-4 helper
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 16:47:49 -07:00
Chris Chen 55543af5e1 checks
ci-cd-vm / ci-cd (push) Successful in 2m17s
2026-06-25 15:51:52 -07:00
Chris Chen 8922bb69de fix(expense-snapshot): validate functional class + stamp DeletedBy on soft delete
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:07:55 -07:00
Chris Chen 73c52ded88 feat(expense-snapshot): snapshot service with creator-name resolution + tests 2026-06-25 15:00:36 -07:00
Chris Chen 73077295a4 feat(expense-categories): AI 建議 for group/sub name + 990 line
ci-cd-vm / ci-cd (push) Successful in 2m25s
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>
2026-06-25 14:18:34 -07:00
Chris Chen 120240ad0c feat(ai): DB-only config + runtime provider selection via factory 2026-06-25 13:23:13 -07:00
Chris Chen ece9938bfb feat(ai): add DB-backed church AI config provider 2026-06-25 13:18:04 -07:00
Chris Chen a16e21dbfd feat(church-profile): masked-read + leave-unchanged write for AI keys 2026-06-25 13:13:42 -07:00
Chris Chen bdccb79029 WIP 2026-06-25 12:47:14 -07:00
Chris Chen a89e936f4d Implement AI 2026-06-25 11:11:26 -07:00
Chris Chen fa3e75a333 add approve.
ci-cd-vm / ci-cd (push) Successful in 2m24s
2026-06-25 10:22:01 -07:00
Chris Chen 8bdb942a49 update detail.
ci-cd-vm / ci-cd (push) Successful in 4m27s
2026-06-25 09:33:49 -07:00
Chris Chen 1a03a1cbba feat(finance): expose Form 990 line catalog endpoint
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 19:36:01 -07:00
Chris Chen a5de2dbbb1 feat(finance): Form 990 Part IX functional-expense aggregation service
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 19:26:59 -07:00
Chris Chen b6b110254a feat(expense): add per-expense FunctionalClass override 2026-06-24 19:05:07 -07:00
Chris Chen d3e6b5aed5 feat(ministry): add DefaultFunctionalClass for Form 990 functional split 2026-06-24 19:00:36 -07:00
Chris Chen 971bf165cc feat(expense): map category group/subcategory to Form 990 lines 2026-06-24 18:53:13 -07:00
Chris Chen 9dbb1d38d8 WIP 2026-06-24 18:45:22 -07:00
Chris Chen b0e2e112fc feat(giving): add sundayAttendanceCount model field and attendance setCounts API
ci-cd-vm / ci-cd (push) Successful in 2m21s
2026-06-24 11:35:34 -07:00
Chris Chen 28eba8a3ea feat(giving): include Sunday attendance total in offering session list 2026-06-24 11:24:31 -07:00
Chris Chen 7dc03f3bc0 docs(attendance): explain SetCountsAsync divergence from ExecuteUpdate path 2026-06-24 11:17:19 -07:00
Chris Chen 8d91bbeb31 feat(attendance): add SetCountsAsync to set all three age groups for a date 2026-06-24 11:14:09 -07:00
Chris Chen e53cea7a82 Add init link. 2026-06-24 10:53:13 -07:00
Chris Chen e88ea7917f add church profile.
ci-cd-vm / ci-cd (push) Successful in 2m31s
2026-06-24 08:21:31 -07:00
Chris Chen d327a5146c Merge branch 'feature/change-password' 2026-06-23 20:36:26 -07:00
Chris Chen 4276ca890b WIP 2026-06-23 20:36:18 -07:00
Chris Chen b0deb62c82 update sunday 2026-06-23 20:20:12 -07:00
Chris Chen 8f1af536ed fix(auth): make change-password session revocation null-safe for Npgsql 2026-06-23 19:52:21 -07:00
Chris Chen 180dea60c1 feat(auth): add ChangePasswordAsync with other-session revocation and audit 2026-06-23 19:47:43 -07:00
Chris Chen 5a915ebdd1 Harden notifications: bump MailKit, bound webhook body, share truncation, skip soft-deleted members 2026-06-23 19:29:23 -07:00
Chris Chen c8bc7103ba Add LineNotificationService with send, binding, and group ops
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 19:17:10 -07:00
Chris Chen 3eeb314dc2 Add IMessageChannel and Line REST implementation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 19:13:42 -07:00
Chris Chen 0ddb34dd20 Add EmailService with recipient resolution and logging
TDD: IEmailService interface, EmailService resolves member emails + raw addresses (case-insensitive dedup), sends via ISmtpDispatcher, writes a NotificationLog per recipient (sent/failed), and never aborts the batch on a single failure.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 19:11:13 -07:00
Chris Chen 444cc70b56 Add SMTP dispatcher seam and MailKit implementation 2026-06-23 19:08:30 -07:00
Chris Chen 85bf329d93 Add Line webhook signature verification helper
Implements LineSignature.IsValid() using HMAC-SHA256 + FixedTimeEquals to prevent timing attacks; includes xUnit tests for valid, tampered, and null/empty header cases.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 19:07:01 -07:00
Chris Chen f9c4d7edb2 Add shared notification models, records, and constants 2026-06-23 19:00:24 -07:00
Chris Chen b7372dec1f Add MailKit package and notification option classes 2026-06-23 18:58:41 -07:00
Chris Chen 47aec287aa update mobile view for expense. 2026-06-23 13:49:38 -07:00
Chris Chen 62592c29ae Add audit logs.
ci-cd-vm / ci-cd (push) Successful in 4m2s
2026-06-23 12:13:47 -07:00
Chris Chen 870eeec82a Add role control 2026-06-23 07:19:08 -07:00