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