284 Commits

Author SHA1 Message Date
Chris Chen 04b05617b8 feat(expense): add frontend models + API services
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:40:22 -07:00
Chris Chen 9933c180b7 feat(expense): add controllers + register services
Adds ExpenseCategoriesController, ExpensesController, MonthlyStatementsController
and registers IExpenseCategoryService, IExpenseService, IMonthlyStatementService in DI.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:37:25 -07:00
Chris Chen 86d9879a6d feat(expense): add MonthlyStatementService with server-side recompute + tests
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:34:39 -07:00
Chris Chen d9289008f6 feat(expense): add ExpenseService with state machine + receipt storage + tests
TDD: wrote 8 tests first (red), then implemented IExpenseService + ExpenseService
covering CRUD, Draft→PendingApproval→Approved→Paid state machine, soft-delete,
per-owner access guards, and receipt blob round-trip via IFileStorage.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:28:38 -07:00
Chris Chen 015f689d9b feat(expense): add ExpenseCategoryService + tests
TDD cycle: wrote 3 xUnit tests first (red), then implemented
IExpenseCategoryService + ExpenseCategoryService (green).
2026-05-29 18:24:07 -07:00
Chris Chen 15cdfe6f92 feat(expense): add expense, category, and monthly-statement DTOs 2026-05-29 18:21:52 -07:00
Chris Chen e7bf07c2ad feat(storage): add IFileStorage + local-disk implementation
Adds IFileStorage abstraction and LocalDiskFileStorage for receipt file storage with path-traversal protection, and registers it in DI. Includes 3 TDD-verified xUnit tests.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:18:28 -07:00
Chris Chen ac65c68e18 feat(expense): add AddExpenseModule EF migration
Creates Ministries, ExpenseCategoryGroups, ExpenseSubCategories,
Expenses (with filtered Status index, MinistryId/ExpenseDate indexes,
Restrict FKs + SetNull on Member), and MonthlyStatements (unique
Year+Month index) tables. No existing tables modified.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:15:16 -07:00
Chris Chen cf929557fe feat(expense): add Expense + MonthlyStatement entities and EF config 2026-05-29 18:11:56 -07:00
Chris Chen cc58d06723 docs(expense): correct subcategory seed count to 39 (matches DB_SCHEMA §8) 2026-05-29 18:10:42 -07:00
Chris Chen b3eb9d297a feat(expense): add expense category entities + seed (11 groups / 38 subs)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:08:12 -07:00
Chris Chen f6f06d841c feat(ministry): add Ministry entity, seed (10), and read endpoint 2026-05-29 18:03:28 -07:00
Chris Chen 50e518095e docs(expense): add expense tracking implementation plan
18 TDD tasks: Ministry prerequisite (entity/seed/endpoint), expense category
entities + seed, Expense + MonthlyStatement entities, EF migration,
IFileStorage + local-disk impl, DTOs, three services with tests, controllers
with auth split, and four Angular pages + nav/routes wiring.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-29 17:54:13 -07:00
Chris Chen fdd0d7c8e1 docs(expense): add expense tracking & reimbursement design spec
Covers all five PLANNING §3.6d items: category seed (11 groups/38 subs),
vendor direct payment, staff reimbursement with receipt upload + self-service
submission, finance approval workflow (Draft→PendingApproval→Approved→Paid),
and monthly reconciliation statement. Per DB_SCHEMA §8.

Key decisions: IFileStorage abstraction + local-disk impl for receipts
(Azure Blob deferred), member self-submission alongside finance entry,
soft-delete Expense, cash-basis (Paid-only) monthly expense totals.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-29 17:23:21 -07:00
Chris Chen 0639d1fe83 WIP 2026-05-28 22:29:13 -07:00
Chris Chen a2d394029a fix(giving): render Finance nav section in UserPortal sidebar
Task 11 added the finance nav to user-navbar.component, but the active
sidebar is rendered inline by UserPortalComponent (app-user-navbar is
not mounted). Added the role-gated Finance section (Offering Entry /
Givings / Giving Types) to UserPortalComponent, matching its
Administration pattern. Verified at runtime: section renders for
super_admin and links load the giving pages.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-28 18:22:50 -07:00
Chris Chen 5f8676f962 Merge feature/giving-module: manual giving/donation tracking module
Giving-category config, single giving entry, and keyboard-first Sunday
offering batch entry (OfferingSession) with server-side reconciliation,
lock-after-submit, and finance reopen/replace. 53 backend tests; runtime
E2E verified against dev DB.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-28 18:10:40 -07:00
Chris Chen 48885dba83 fix(giving): reset in-buffer line-edit index on reopen/cancel/submit 2026-05-28 17:44:43 -07:00
Chris Chen af21e50d9f feat(giving): add reopen-and-edit flow + recent sessions list to offering page 2026-05-28 17:41:19 -07:00
Chris Chen a573179714 feat(giving): match giver member name in single-giving search (spec §4.2)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:24:47 -07:00
Chris Chen 66640d1fd0 fix(giving): keep giver name visible when editing a buffered offering line 2026-05-28 17:18:40 -07:00
Chris Chen 001db35cef feat(giving): keyboard-first Sunday offering batch entry page + routes
- Add MemberQuickAddDialogComponent for fast in-session member creation
- Add OfferingSessionPageComponent: client-side buffer, reconcile totals, date-conflict check, submit to API
- Wire finance/giving-categories, finance/givings, finance/offering-session routes (RoleGuard: finance + super_admin)
- Fix givings-page: replace [total] + data[] with GridDataResult for Kendo v20 server-side paging

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:14:56 -07:00
Chris Chen 81a0b5a038 feat(giving): single giving entry page 2026-05-28 17:10:07 -07:00
Chris Chen 7260e5c115 feat(giving): giving categories management page
Add GivingCategoriesPageComponent — standalone Angular 18 component with Kendo Grid (list/deactivate) and Kendo Dialog (add/edit form) for managing giving types.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:04:55 -07:00
Chris Chen 91247a7c69 feat(giving): add role-gated finance nav section 2026-05-28 17:00:49 -07:00
Chris Chen 4a2b142061 feat(giving): frontend models + API services
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:57:15 -07:00
Chris Chen b5a15dd9f2 feat(giving): add offering-sessions controller 2026-05-28 16:54:24 -07:00
Chris Chen 86041c0d05 fix(giving): map duplicate-date race to 409 + return zelle/paypal refs in session detail 2026-05-28 16:53:24 -07:00
Chris Chen e04776460d feat(giving): offering-session batch service with server-side totals + locking
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:47:19 -07:00
Chris Chen 586551aec0 feat(giving): add givings controller 2026-05-28 16:43:06 -07:00
Chris Chen 8ff93e3698 test(giving): cover anonymous member-id stripping and delete-lock guard 2026-05-28 16:42:18 -07:00
Chris Chen 2b6f29e775 feat(giving): single-entry giving service with paging + lock guard
Adds GivingListItemDto, GivingDto, CreateGivingRequest, UpdateGivingRequest DTOs;
IGivingService interface; GivingService implementation with category/date filtering,
OfferingSession lock guard (Submitted/Reconciled), and DI registration in Program.cs.
Covered by 4 xUnit tests (TDD: red → green).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:38:32 -07:00
Chris Chen 81efaedbc2 feat(giving): add giving-categories controller 2026-05-28 16:34:18 -07:00
Chris Chen cb15d30980 refactor(giving): drop unused accessor from category service + add deactivate-missing test 2026-05-28 16:33:27 -07:00
Chris Chen 798dfa3fe0 feat(giving): giving-category service with CRUD + soft-disable
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:29:31 -07:00
Chris Chen 8b52572fad feat(giving): add EF migration for giving module
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:25:11 -07:00
Chris Chen 577ae1aabe refactor(giving): use AnyAsync in category seed (code-review minor) 2026-05-28 16:21:32 -07:00
Chris Chen e20964ae0d feat(giving): seed default giving categories 2026-05-28 16:19:44 -07:00
Chris Chen 999f8a80f9 feat(giving): add GivingCategory, OfferingSession, Giving entities + EF config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 16:16:24 -07:00
Chris Chen 3974cec967 docs: add implementation plan for giving/donation tracking module
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>
2026-05-28 15:57:47 -07:00
Chris Chen 82b9744024 docs: add design spec for giving/donation tracking module
Manual giving module (Phase 1): giving category config, single-entry
giving, and keyboard-first Sunday offering batch entry (OfferingSession)
with finance-gated reconciliation. Client-buffered bulk submit (decision
B), lock-after-submit, Member-or-anonymous givers with inline quick-add.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-28 15:47:09 -07:00
Chris Chen a525c71baa WIP 2026-05-28 15:25:31 -07:00
Chris Chen d79b1faa8f fix 401 loop hell 2026-05-27 15:09:05 -07:00
Chris Chen e83fa4c2e9 fix: use RandomNumberGenerator for cryptographic temp password generation
Replaced `new Random()` with `RandomNumberGenerator.GetInt32()` and a
Fisher-Yates shuffle to ensure temp passwords are cryptographically secure.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:29:26 -07:00
Chris Chen bc67146d86 feat: add Administration section to sidebar with role-gated Member/User nav
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:26:07 -07:00
Chris Chen a18d44bd0a feat: add UsersPageComponent with Kendo Grid + edit/deactivate/reset-password
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:24:00 -07:00
Chris Chen 6c3292861a feat: add EditUserDialogComponent 2026-05-27 14:22:13 -07:00
Chris Chen 3a5b5721e4 feat: add MembersPageComponent with Kendo Grid and routing
Also adds stub UsersPageComponent for route compilation, and fixes
pre-existing kendo-textbox type="email" build errors in dialog templates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:20:52 -07:00
Chris Chen 07e0270599 feat: add CreateUserAccountDialogComponent with temp-password reveal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:17:15 -07:00
Chris Chen 32e47e4566 feat: add MemberFormDialogComponent (3-tab form)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 14:15:26 -07:00