Files
ROLAC/API/ROLAC.API/Services/MonthlyStatementService.cs
T
2026-05-29 18:34:39 -07:00

94 lines
3.9 KiB
C#

using System.Security.Claims;
using Microsoft.EntityFrameworkCore;
using ROLAC.API.Data;
using ROLAC.API.DTOs.Expense;
using ROLAC.API.Entities;
namespace ROLAC.API.Services;
public class MonthlyStatementService : IMonthlyStatementService
{
private readonly AppDbContext _db;
private readonly IHttpContextAccessor _http;
public MonthlyStatementService(AppDbContext db, IHttpContextAccessor http) { _db = db; _http = http; }
private string CurrentUserId =>
_http.HttpContext?.User.FindFirstValue(ClaimTypes.NameIdentifier) ?? "system";
public async Task<List<MonthlyStatementDto>> GetAllAsync(int? year)
{
var query = _db.MonthlyStatements.AsNoTracking().AsQueryable();
if (year.HasValue) query = query.Where(s => s.Year == year.Value);
var list = await query.OrderByDescending(s => s.Year).ThenByDescending(s => s.Month).ToListAsync();
return list.Select(Map).ToList();
}
public async Task<MonthlyStatementDto?> GetByIdAsync(int id)
{
var s = await _db.MonthlyStatements.AsNoTracking().FirstOrDefaultAsync(x => x.Id == id);
return s is null ? null : Map(s);
}
public async Task<int> CreateAsync(CreateMonthlyStatementRequest r)
{
if (await _db.MonthlyStatements.AnyAsync(s => s.Year == r.Year && s.Month == r.Month))
throw new InvalidOperationException($"A statement for {r.Year}-{r.Month:D2} already exists.");
var s = new MonthlyStatement
{
Year = r.Year, Month = r.Month,
OpeningBalance = r.OpeningBalance, TotalOtherIncome = r.TotalOtherIncome,
BankStatementBalance = r.BankStatementBalance, Notes = r.Notes,
};
await RecomputeAsync(s);
_db.MonthlyStatements.Add(s);
await _db.SaveChangesAsync();
return s.Id;
}
public async Task UpdateAsync(int id, UpdateMonthlyStatementRequest r)
{
var s = await _db.MonthlyStatements.FindAsync(id)
?? throw new KeyNotFoundException($"MonthlyStatement {id} not found.");
if (s.IsFinalized) throw new InvalidOperationException("Statement is finalized and cannot be modified.");
s.OpeningBalance = r.OpeningBalance; s.TotalOtherIncome = r.TotalOtherIncome;
s.BankStatementBalance = r.BankStatementBalance; s.Notes = r.Notes;
await RecomputeAsync(s);
await _db.SaveChangesAsync();
}
public async Task FinalizeAsync(int id)
{
var s = await _db.MonthlyStatements.FindAsync(id)
?? throw new KeyNotFoundException($"MonthlyStatement {id} not found.");
s.IsFinalized = true; s.FinalizedAt = DateTimeOffset.UtcNow; s.FinalizedBy = CurrentUserId;
await _db.SaveChangesAsync();
}
private async Task RecomputeAsync(MonthlyStatement s)
{
var first = new DateOnly(s.Year, s.Month, 1);
var next = first.AddMonths(1);
s.TotalGiving = await _db.Givings
.Where(g => g.GivingDate >= first && g.GivingDate < next)
.SumAsync(g => (decimal?)g.Amount) ?? 0m;
s.TotalExpenses = await _db.Expenses
.Where(e => e.Status == "Paid" && e.ExpenseDate >= first && e.ExpenseDate < next)
.SumAsync(e => (decimal?)e.Amount) ?? 0m;
s.CalculatedClosingBalance = s.OpeningBalance + s.TotalGiving + s.TotalOtherIncome - s.TotalExpenses;
s.Difference = s.CalculatedClosingBalance - s.BankStatementBalance;
}
private static MonthlyStatementDto Map(MonthlyStatement s) => new()
{
Id = s.Id, Year = s.Year, Month = s.Month,
OpeningBalance = s.OpeningBalance, TotalGiving = s.TotalGiving, TotalOtherIncome = s.TotalOtherIncome,
TotalExpenses = s.TotalExpenses, CalculatedClosingBalance = s.CalculatedClosingBalance,
BankStatementBalance = s.BankStatementBalance, Difference = s.Difference,
Notes = s.Notes, IsFinalized = s.IsFinalized,
};
}