Commit Graph

60 Commits

Author SHA1 Message Date
Chris Chen d29de83116 feat(1099): wire W-9 document upload/view for recipients
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>
2026-06-25 18:11:11 -07:00
Chris Chen b7eb95056d feat(1099): add I1099FormService with filing CSV export + Copy B PDF
Adds I1099FormService and Form1099FormService: an IRIS/accountant filing-data
CSV (one row per reportable recipient) and a plain-paper recipient Copy B
1099-NEC PDF rendered via the DevExpress RichEdit/Office API (mirroring
CheckPrintService). Includes a CSV-export unit test over a stub report service.

Service lives in namespace ROLAC.API.Services (not ...Services.Form1099) to
avoid shadowing the ROLAC.API.Entities.Form1099 constants class.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 17:21:04 -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 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 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 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 73c52ded88 feat(expense-snapshot): snapshot service with creator-name resolution + tests 2026-06-25 15:00:36 -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 c5b1a9372a test(ai): cover config-provider default fallback when no profile row 2026-06-25 13:34:20 -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 a16e21dbfd feat(church-profile): masked-read + leave-unchanged write for AI keys 2026-06-25 13:13:42 -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 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 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 ae757bee3d test(seed): use Assert.Single predicate overload (xUnit2031) 2026-06-24 19:15:10 -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 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 ac84097254 test(expense): assert Form990LineCode projection resolves
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 18:57:14 -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 28eba8a3ea feat(giving): include Sunday attendance total in offering session list 2026-06-24 11:24:31 -07:00
Chris Chen 8d91bbeb31 feat(attendance): add SetCountsAsync to set all three age groups for a date 2026-06-24 11:14:09 -07:00
Chris Chen e88ea7917f add church profile.
ci-cd-vm / ci-cd (push) Successful in 2m31s
2026-06-24 08:21:31 -07:00
Chris Chen d327a5146c Merge branch 'feature/change-password' 2026-06-23 20:36:26 -07:00
Chris Chen 4276ca890b WIP 2026-06-23 20:36:18 -07:00
Chris Chen 180dea60c1 feat(auth): add ChangePasswordAsync with other-session revocation and audit 2026-06-23 19:47:43 -07:00
Chris Chen 5a915ebdd1 Harden notifications: bump MailKit, bound webhook body, share truncation, skip soft-deleted members 2026-06-23 19:29:23 -07:00
Chris Chen c8bc7103ba Add LineNotificationService with send, binding, and group ops
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 19:17:10 -07:00
Chris Chen 3eeb314dc2 Add IMessageChannel and Line REST implementation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 19:13:42 -07:00
Chris Chen 0ddb34dd20 Add EmailService with recipient resolution and logging
TDD: IEmailService interface, EmailService resolves member emails + raw addresses (case-insensitive dedup), sends via ISmtpDispatcher, writes a NotificationLog per recipient (sent/failed), and never aborts the batch on a single failure.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 19:11:13 -07:00
Chris Chen 85bf329d93 Add Line webhook signature verification helper
Implements LineSignature.IsValid() using HMAC-SHA256 + FixedTimeEquals to prevent timing attacks; includes xUnit tests for valid, tampered, and null/empty header cases.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 19:07:01 -07:00
Chris Chen 47aec287aa update mobile view for expense. 2026-06-23 13:49:38 -07:00
Chris Chen 62592c29ae Add audit logs.
ci-cd-vm / ci-cd (push) Successful in 4m2s
2026-06-23 12:13:47 -07:00
Chris Chen 870eeec82a Add role control 2026-06-23 07:19:08 -07:00
Chris Chen 2af169fa60 Fix null payee. 2026-06-20 18:05:22 -07:00
Chris Chen 3558c67fd7 WIP 2026-06-20 17:51:33 -07:00
Chris Chen f55807fa7d wip 2026-06-20 15:13:23 -07:00
Chris Chen e1f99158aa fix(expense): resolve current user id from 'sub' JWT claim
Live verification revealed the JWT carries the user id in the 'sub' claim
(NameClaimType=sub, MapInboundClaims=false), so ClaimTypes.NameIdentifier is
null at runtime. This caused ExpensesController.GetMine/GetById to throw
NullReferenceException (500) on the '!.Value', and made the services fall back
to 'system' — silently defeating the self-ownership guard. Resolve via
NameIdentifier (unit tests) then 'sub' (real tokens). Adds a regression test.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-29 19:08:21 -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 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 f6f06d841c feat(ministry): add Ministry entity, seed (10), and read endpoint 2026-05-29 18:03:28 -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 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