Chris Chen
7c5348969b
feat(1099): add recipient and report controllers
...
Payee1099Controller (api/payee-1099): CRUD + TIN reveal, class-level
Read gate, method-level Write/Delete overrides — mirrors the
HasPermission class+method stacking pattern from ExpensesController.
Form1099ReportController (api/form1099-report): boxes, annual summary,
and per-recipient detail; read-only, no method-level overrides needed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 17:06:49 -07:00
Chris Chen
0a9b82544d
feat(1099): register Form1099 permission module and services
...
Add Form1099 const to Modules.cs (after Form990Report) and insert it
into the All display-order list. Register IForm1099ReportService and
IPayee1099Service in Program.cs beside the existing Form990Report entry.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 17:06:03 -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
560fb79bf0
feat(1099): add recipient DTOs
...
Add Payee1099ListItemDto, Payee1099Dto, and SavePayee1099Request in
DTOs/Payee for the 1099 recipient CRUD surface.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 17:02:33 -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
9aa64b5f4c
feat(1099): add report and recipient DTOs
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:53:15 -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
89238bba99
fix(1099): pin max-lengths on Payee1099/Form1099Box columns to match codebase
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:45:02 -07:00
Chris Chen
225e64b992
feat(1099): configure Payee1099, Form1099Box, and mapping FKs in DbContext
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:49 -07:00
Chris Chen
7809ba9741
feat(1099): add Form1099BoxId mapping FKs and Expense.PayeeId
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:40 -07:00
Chris Chen
48ae014def
feat(1099): add Payee1099 recipient master entity
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:34 -07:00
Chris Chen
89f02d020b
feat(1099): add Form1099Box catalog entity
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:30 -07:00
Chris Chen
3b76ff43fc
feat(1099): add Form1099 constants (threshold, box codes, W9 statuses)
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:22 -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
4877fec1da
feat(expense-snapshot): REST controller + DI registration
2026-06-25 15:01:38 -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
f1de8d7ab7
feat(expense-snapshot): add snapshot DTOs
2026-06-25 14:58:53 -07:00
Chris Chen
5957d0f45e
feat(expense-snapshot): register snapshot tables + EF migration
2026-06-25 14:58:18 -07:00
Chris Chen
c5405a95c3
feat(expense-snapshot): add ExpenseSnapshot + ExpenseSnapshotLine entities
2026-06-25 14:55:50 -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
75905e7036
feat(church-profile): add AI provider/model/key columns + migration
2026-06-25 13:07:30 -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
609ce6a439
WIP
ci-cd-vm / ci-cd (push) Successful in 1m49s
2026-06-24 21:47:22 -07:00
Chris Chen
46a4298a71
WIP
2026-06-24 21:37:41 -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
b41297f972
feat(finance): Form 990 functional-expenses report endpoint
2026-06-24 19:30:33 -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
1fa36ae62f
fix(finance): make Form990 row DTO use properties (System.Text.Json skips fields)
2026-06-24 19:23:54 -07:00
Chris Chen
1353b5571f
feat(finance): add Form 990 report DTOs and permission module
...
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:23:05 -07:00
Chris Chen
4e83f27703
feat(seed): default Administration ministry to Management & General
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:21:04 -07:00
Chris Chen
d5e1732505
feat(seed): seed Form 990 line catalog and default subcategory mappings
2026-06-24 19:17:51 -07:00
Chris Chen
6e04b64466
feat(seed): add IT/Professional/Finance categories and rename overlapping subcategories
...
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:12:57 -07:00
Chris Chen
f70a7b5a58
feat(db): migration for Form 990 lines, category mapping, functional class
...
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:09:00 -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
f1faa0d435
feat(expense): add Form990ExpenseLine catalog entity and functional-class constants
2026-06-24 18:47:42 -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
7eb6a4db78
feat(attendance): add PUT /api/meal-attendance/{date} to overwrite a Sunday's counts
2026-06-24 11:18:27 -07:00
Chris Chen
7dc03f3bc0
docs(attendance): explain SetCountsAsync divergence from ExecuteUpdate path
2026-06-24 11:17:19 -07:00