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>
In the recipient dialog, changing tax classification on a NEW record sets the
1099-tracked default: CCorp/SCorp default to NOT tracked (spec §2.1/§2.3),
others to tracked. Only applies until the user manually toggles it; never
overrides an explicit choice or an existing saved value on edit.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Wires the existing GET payee-1099/{id}/tin endpoint into the edit dialog:
a "Reveal full TIN" button guarded by *appHasPermission Form1099:write that
fetches and displays the decrypted TIN read-only. Satisfies acceptance
criterion #11.4. The value is never logged or persisted.
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>
Add optional payeeId to CreateExpenseRequest + ExpenseListItemDto
frontend models. In the expense form dialog: inject Payee1099ApiService,
load active payees on init, add payeeId to the form state, pre-populate
it from expense.payeeId in edit mode, and include it in the emitSave
payload. Render a "1099 Recipient / 1099 收款人" Kendo DropdownList
(textField=legalName, valueField=id, [valuePrimitive]="true",
md:col-span-2) inside the vendor-mode ng-container below Vendor Name
and Check #.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Mirror the 990-line dropdown in both the group and subcategory edit
dialogs: add form1099BoxId to the frontend group/subcategory DTOs and
request interfaces, load boxes via a new getForm1099Boxes() method on
ExpenseCategoryApiService (same label pattern as getForm990Lines:
"boxCode — name_en / name_zh"), wire form1099BoxId into all
open/edit/save paths, and render a side-by-side "1099 Box / 1099 框"
Kendo DropdownList with [valuePrimitive]="true" and "— none —" default.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add Form1099ReportPageComponent (year selector, summary chips with a
prominent missing-W-9 flag, desktop grid + mobile cards, recipient detail
dialog). Per-row Copy B PDF via right-click context menu and a header
Export filing CSV action, both downloaded as auth-correct blobs. Wire the
eager route + sidebar nav item, gated on Form1099:read. Also convert the
neighboring finance/payee-1099 route from lazy loadComponent to an eager
component import so both 1099 routes match the surrounding convention.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add downloadCsv/downloadCopyB returning Blob via HttpClient so the auth
interceptor attaches the bearer token (raw window.open would 401). Remove
the now-unused copyBUrl/exportCsvUrl raw-URL builders.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The snapshot management page backs an API that gates every action on
Expenses:Write, so a read-only user reaching it via a read-gated nav/route
would hit a silent 403 and a blank page. Require write for both.
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>
The Settings item wired in Task 7 lived in UserHeaderComponent, which is
unused dead code (its selector is rendered nowhere). Add a real "Account
Settings" entry to the Personal nav section of UserPortalComponent (the
actual shell) pointing at /user-portal/account, and revert the ineffective
user-header edit.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Chris Chen