- 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>
Add 990 lines 5/8/11b/11c/20 to the catalog and new natural categories
(Personnel officer comp + pension, Missions foreign support, Printing
advertising, plus Professional Services / Information Technology /
Finance & Banking groups) so the category tree covers the common Part IX
lines instead of dumping uncovered lines into 24.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Audit-readiness at Form 990 Part IX level: functional class (Program/M&G/
Fundraising) via Ministry default + per-expense override, Form990ExpenseLine
catalog + subcategory/group mapping, duplicate-category cleanup, and the
Part IX functional-expense matrix report. 1099 (B) and revenue Part VIII (C)
are separate specs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
12 TDD tasks: MailKit package, entities + migration, email service (SMTP seam),
Line message channel + signature verify, Line notification service (send/binding/
groups), webhook + admin controllers, DI + config.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1 (API-only): IEmailService (MailKit/SMTP) + ILineNotificationService
(full approved Line module) as two peer services sharing NotificationLog.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1: Line Messaging API channel with webhook binding (individual +
group), manual send-now, history, and binding/group admin UI. Scheduled
sends and event triggers deferred to phases 2-3; IMessageChannel seam
left for future PWA/WeChat channels.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
15 bite-sized TDD tasks: entities+EF+seed+migration, three services
(giving-category, single giving, offering-session) with server-side
totals and lock-after-submit, controllers, Angular models/services and
three pages (categories, single entry, keyboard-first batch entry +
quick-add member), role-gated finance nav, and E2E verification.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Chris Chen