Merge pull request 'Feat/sales management' (#23) from feat/sales-management into Dev

Reviewed-on: #23
This commit was merged in pull request #23.
This commit is contained in:
2026-08-01 01:47:27 +00:00
36 changed files with 3135 additions and 0 deletions
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using ERPCore.Common.Http;
using ERPCore.Domain.Entities;
using ERPCore.Domain.Enums;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Customers;
using ERPCore.Infra.UoW;
using ERPCore.Repositories.Interfaces;
using ERPCore.Services.Interfaces;
using ERPCore.System.Errors;
using Microsoft.EntityFrameworkCore;
namespace ERPCore.Services;
public sealed class CustomerService : ICustomerService
{
private readonly IRepository<Customer> _customers;
private readonly IRepository<Warehouse> _warehouses;
private readonly IUnitOfWork _uow;
public CustomerService(IRepository<Customer> customers, IRepository<Warehouse> warehouses, IUnitOfWork uow)
{
_customers = customers;
_warehouses = warehouses;
_uow = uow;
}
public async Task<PagedResponse<CustomerDto>> ListAsync(PageQuery query, EntityStatus? status, CustomerType? customerType, CancellationToken ct = default)
{
var q = _customers.Query().AsNoTracking();
if (!string.IsNullOrWhiteSpace(query.Q))
{
var term = query.Q.Trim();
q = q.Where(c => EF.Functions.ILike(c.Name, $"%{term}%")
|| EF.Functions.ILike(c.CustomerCode, $"%{term}%")
|| (c.DisplayName != null && EF.Functions.ILike(c.DisplayName, $"%{term}%")));
}
if (status is not null) q = q.Where(c => c.Status == status);
if (customerType is not null) q = q.Where(c => c.CustomerType == customerType);
var total = await q.CountAsync(ct);
var rows = await q.OrderBy(c => c.Name)
.Skip(query.Skip).Take(query.PageSize)
.Select(c => new CustomerDto(
c.CustomerId, c.CustomerCode, c.CustomerType, c.Name, c.DisplayName, c.Phone, c.Email,
c.AddressLine1, c.AddressLine2, c.City, c.Country, c.TaxRegistrationNo,
c.CreditLimit, c.CreditDays, c.DefaultWarehouseId, c.Status, c.CreatedAt, c.UpdatedAt))
.ToListAsync(ct);
return PagedResponse<CustomerDto>.Create(rows, query.Page, query.PageSize, total);
}
public async Task<ETagged<CustomerDto>?> GetAsync(int customerId, CancellationToken ct = default)
{
var customer = await _customers.Query().AsNoTracking()
.FirstOrDefaultAsync(c => c.CustomerId == customerId, ct);
return customer is null ? null : new ETagged<CustomerDto>(Map(customer), customer.RowVersion);
}
public async Task<ETagged<CustomerDto>> CreateAsync(CreateCustomerRequest request, CancellationToken ct = default)
{
var code = request.CustomerCode.Trim();
var name = request.Name.Trim();
if (await _customers.Query().AnyAsync(c => c.CustomerCode.ToLower() == code.ToLower(), ct))
throw new ConflictException($"A customer code '{code}' already exists.");
if (!string.IsNullOrWhiteSpace(request.Email))
{
var email = request.Email.Trim();
if (await _customers.Query().AnyAsync(c => c.Email != null && c.Email.ToLower() == email.ToLower(), ct))
throw new ConflictException($"A customer with email '{email}' already exists.");
}
if (request.DefaultWarehouseId is not null)
{
var exists = await _warehouses.Query().AnyAsync(w => w.WarehouseId == request.DefaultWarehouseId, ct);
if (!exists) throw new NotFoundException($"Warehouse {request.DefaultWarehouseId} was not found.");
}
var customer = new Customer
{
CustomerCode = code,
CustomerType = request.CustomerType,
Name = name,
DisplayName = Normalize(request.DisplayName),
Phone = Normalize(request.Phone),
Email = Normalize(request.Email),
AddressLine1 = Normalize(request.AddressLine1),
AddressLine2 = Normalize(request.AddressLine2),
City = Normalize(request.City),
Country = Normalize(request.Country),
TaxRegistrationNo = Normalize(request.TaxRegistrationNo),
CreditLimit = request.CreditLimit,
CreditDays = request.CreditDays,
DefaultWarehouseId = request.DefaultWarehouseId,
Status = EntityStatus.Active,
CreatedAt = DateTime.UtcNow
};
await _customers.AddAsync(customer, ct);
await _uow.SaveChangesAsync(ct);
return new ETagged<CustomerDto>(Map(customer), customer.RowVersion);
}
public async Task<ETagged<CustomerDto>> UpdateAsync(int customerId, UpdateCustomerRequest request, uint expectedRowVersion, CancellationToken ct = default)
{
var customer = await _customers.GetByIdAsync(customerId, ct)
?? throw new NotFoundException($"Customer {customerId} was not found.");
if (customer.RowVersion != expectedRowVersion)
throw new DomainException(ErrorCodes.ConcurrencyConflict, "The customer was modified by another request.", 412);
var code = request.CustomerCode.Trim();
var name = request.Name.Trim();
if (!string.Equals(customer.CustomerCode, code, StringComparison.Ordinal)
&& await _customers.Query().AnyAsync(c => c.CustomerCode.ToLower() == code.ToLower() && c.CustomerId != customerId, ct))
throw new ConflictException($"A customer code '{code}' already exists.");
if (!string.Equals(customer.Email, request.Email?.Trim(), StringComparison.OrdinalIgnoreCase)
&& !string.IsNullOrWhiteSpace(request.Email)
&& await _customers.Query().AnyAsync(c => c.Email != null && c.Email.ToLower() == request.Email!.Trim().ToLower() && c.CustomerId != customerId, ct))
throw new ConflictException($"A customer with email '{request.Email.Trim()}' already exists.");
if (request.DefaultWarehouseId is not null)
{
var exists = await _warehouses.Query().AnyAsync(w => w.WarehouseId == request.DefaultWarehouseId, ct);
if (!exists) throw new NotFoundException($"Warehouse {request.DefaultWarehouseId} was not found.");
}
customer.CustomerCode = code;
customer.CustomerType = request.CustomerType;
customer.Name = name;
customer.DisplayName = Normalize(request.DisplayName);
customer.Phone = Normalize(request.Phone);
customer.Email = Normalize(request.Email);
customer.AddressLine1 = Normalize(request.AddressLine1);
customer.AddressLine2 = Normalize(request.AddressLine2);
customer.City = Normalize(request.City);
customer.Country = Normalize(request.Country);
customer.TaxRegistrationNo = Normalize(request.TaxRegistrationNo);
customer.CreditLimit = request.CreditLimit;
customer.CreditDays = request.CreditDays;
customer.DefaultWarehouseId = request.DefaultWarehouseId;
customer.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
return new ETagged<CustomerDto>(Map(customer), customer.RowVersion);
}
public async Task SetStatusAsync(int customerId, EntityStatus status, CancellationToken ct = default)
{
var customer = await _customers.GetByIdAsync(customerId, ct)
?? throw new NotFoundException($"Customer {customerId} was not found.");
customer.Status = status;
customer.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
}
private static CustomerDto Map(Customer c) => new(
c.CustomerId, c.CustomerCode, c.CustomerType, c.Name, c.DisplayName, c.Phone, c.Email,
c.AddressLine1, c.AddressLine2, c.City, c.Country, c.TaxRegistrationNo,
c.CreditLimit, c.CreditDays, c.DefaultWarehouseId, c.Status, c.CreatedAt, c.UpdatedAt);
private static string? Normalize(string? value) => string.IsNullOrWhiteSpace(value) ? null : value.Trim();
}
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using ERPCore.Common.Http;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Customers;
using ERPCore.Domain.Enums;
namespace ERPCore.Services.Interfaces;
public interface ICustomerService
{
Task<PagedResponse<CustomerDto>> ListAsync(PageQuery query, EntityStatus? status, CustomerType? customerType, CancellationToken ct = default);
Task<ETagged<CustomerDto>?> GetAsync(int customerId, CancellationToken ct = default);
Task<ETagged<CustomerDto>> CreateAsync(CreateCustomerRequest request, CancellationToken ct = default);
Task<ETagged<CustomerDto>> UpdateAsync(int customerId, UpdateCustomerRequest request, uint expectedRowVersion, CancellationToken ct = default);
Task SetStatusAsync(int customerId, EntityStatus status, CancellationToken ct = default);
}
@@ -0,0 +1,16 @@
using ERPCore.Common.Http;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Sales;
using ERPCore.Domain.Enums;
namespace ERPCore.Services.Interfaces;
public interface ISalesInvoiceService
{
Task<PagedResponse<SalesInvoiceSummaryDto>> ListAsync(PageQuery query, SalesInvoiceStatus? status, int? customerId, int? warehouseId, CancellationToken ct = default);
Task<ETagged<SalesInvoiceDto>?> GetAsync(int salesInvoiceId, CancellationToken ct = default);
Task<ETagged<SalesInvoiceDto>> CreateAsync(CreateSalesInvoiceRequest request, CancellationToken ct = default);
Task<ETagged<SalesInvoiceDto>> UpdateAsync(int salesInvoiceId, UpdateSalesInvoiceRequest request, uint expectedRowVersion, CancellationToken ct = default);
Task<SalesInvoiceDto> PostAsync(int salesInvoiceId, CancellationToken ct = default);
Task<SalesInvoiceDto> CancelAsync(int salesInvoiceId, CancellationToken ct = default);
}
@@ -0,0 +1,16 @@
namespace ERPCore.Services.Interfaces;
public interface ISalesPricingService
{
Task<SalesPriceResolution> ResolveAsync(
int itemId,
int warehouseId,
decimal? requestedUnitPrice,
bool allowManualOverride,
CancellationToken ct = default);
}
public sealed record SalesPriceResolution(
decimal UnitPrice,
string PriceSource,
decimal BaseCost);
@@ -0,0 +1,13 @@
using ERPCore.Dtos.Sales;
namespace ERPCore.Services.Interfaces;
public interface ISalesReportService
{
Task<IReadOnlyList<SalesDailySummaryRowDto>> DailySummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default);
Task<IReadOnlyList<SalesItemSummaryRowDto>> ItemSummaryAsync(DateOnly from, DateOnly to, int? itemId, int? warehouseId, CancellationToken ct = default);
Task<IReadOnlyList<SalesCustomerSummaryRowDto>> CustomerSummaryAsync(DateOnly from, DateOnly to, int? customerId, CancellationToken ct = default);
Task<IReadOnlyList<SalesWarehouseSummaryRowDto>> WarehouseSummaryAsync(DateOnly from, DateOnly to, int? warehouseId, CancellationToken ct = default);
Task<IReadOnlyList<SalesDiscountSummaryRowDto>> DiscountSummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default);
Task<IReadOnlyList<SalesFreeIssueSummaryRowDto>> FreeIssueSummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default);
}
@@ -0,0 +1,16 @@
using ERPCore.Common.Http;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Sales;
using ERPCore.Domain.Enums;
namespace ERPCore.Services.Interfaces;
public interface ISalesSlipService
{
Task<PagedResponse<SalesSlipSummaryDto>> ListAsync(PageQuery query, SalesSlipStatus? status, int? customerId, int? warehouseId, CancellationToken ct = default);
Task<ETagged<SalesSlipDto>?> GetAsync(int salesSlipId, CancellationToken ct = default);
Task<ETagged<SalesSlipDto>> CreateAsync(CreateSalesSlipRequest request, CancellationToken ct = default);
Task<ETagged<SalesSlipDto>> UpdateAsync(int salesSlipId, UpdateSalesSlipRequest request, uint expectedRowVersion, CancellationToken ct = default);
Task<SalesSlipDto> PostAsync(int salesSlipId, CancellationToken ct = default);
Task<SalesSlipDto> CancelAsync(int salesSlipId, CancellationToken ct = default);
}
@@ -0,0 +1,251 @@
using ERPCore.Common.Http;
using ERPCore.Domain;
using ERPCore.Domain.Entities;
using ERPCore.Domain.Enums;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Sales;
using ERPCore.Infra.Auth;
using ERPCore.Infra.UoW;
using ERPCore.Repositories.Interfaces;
using ERPCore.Services.Interfaces;
using ERPCore.Services.Stock;
using ERPCore.System.Errors;
using Microsoft.EntityFrameworkCore;
namespace ERPCore.Services;
public sealed class SalesInvoiceService : ISalesInvoiceService
{
private readonly IRepository<SalesInvoice> _invoices;
private readonly IRepository<Customer> _customers;
private readonly IRepository<Item> _items;
private readonly IRepository<Uom> _uoms;
private readonly IRepository<Warehouse> _warehouses;
private readonly ISalesPricingService _pricing;
private readonly IFifoCostingService _fifo;
private readonly ICurrentUser _currentUser;
private readonly INumberSequenceService _numbers;
private readonly IUnitOfWork _uow;
public SalesInvoiceService(
IRepository<SalesInvoice> invoices, IRepository<Customer> customers, IRepository<Item> items,
IRepository<Uom> uoms, IRepository<Warehouse> warehouses, ISalesPricingService pricing, IFifoCostingService fifo,
ICurrentUser currentUser, INumberSequenceService numbers, IUnitOfWork uow)
{
_invoices = invoices;
_customers = customers;
_items = items;
_uoms = uoms;
_warehouses = warehouses;
_pricing = pricing;
_fifo = fifo;
_currentUser = currentUser;
_numbers = numbers;
_uow = uow;
}
public async Task<PagedResponse<SalesInvoiceSummaryDto>> ListAsync(PageQuery query, SalesInvoiceStatus? status, int? customerId, int? warehouseId, CancellationToken ct = default)
{
IQueryable<SalesInvoice> q = _invoices.Query().AsNoTracking().Include(x => x.Lines);
if (!string.IsNullOrWhiteSpace(query.Q))
{
var term = query.Q.Trim();
q = q.Where(x => EF.Functions.ILike(x.InvoiceNo, $"%{term}%") || EF.Functions.ILike(x.CustomerSnapshotName, $"%{term}%"));
}
if (status is not null) q = q.Where(x => x.Status == status);
if (customerId is not null) q = q.Where(x => x.CustomerId == customerId);
if (warehouseId is not null) q = q.Where(x => x.WarehouseId == warehouseId);
var total = await q.CountAsync(ct);
var rows = await q.OrderByDescending(x => x.SalesInvoiceId).Skip(query.Skip).Take(query.PageSize).ToListAsync(ct);
return PagedResponse<SalesInvoiceSummaryDto>.Create(rows.Select(MapSummary).ToList(), query.Page, query.PageSize, total);
}
public async Task<ETagged<SalesInvoiceDto>?> GetAsync(int salesInvoiceId, CancellationToken ct = default)
{
var invoice = await _invoices.Query().AsNoTracking().Include(x => x.Lines)
.FirstOrDefaultAsync(x => x.SalesInvoiceId == salesInvoiceId, ct);
return invoice is null ? null : new ETagged<SalesInvoiceDto>(Map(invoice), invoice.RowVersion);
}
public async Task<ETagged<SalesInvoiceDto>> CreateAsync(CreateSalesInvoiceRequest request, CancellationToken ct = default)
{
await ValidateReferencesAsync(request.CustomerId, request.WarehouseId, request.Lines, ct);
var invoice = new SalesInvoice
{
InvoiceNo = await _numbers.NextAsync(DocumentTypes.SalesInvoice, ct),
InvoiceDate = DateTime.UtcNow,
CustomerId = request.CustomerId,
WarehouseId = request.WarehouseId,
InvoiceType = request.InvoiceType,
Status = SalesInvoiceStatus.Draft,
CreatedBy = _currentUser.AuditUserId,
CreatedAt = DateTime.UtcNow
};
invoice.CustomerSnapshotName = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.DisplayName ?? x.Name).FirstAsync(ct);
invoice.CustomerSnapshotTaxNo = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.TaxRegistrationNo).FirstAsync(ct);
invoice.Lines = await BuildLinesAsync(request.Lines, ct);
Recalculate(invoice);
await _invoices.AddAsync(invoice, ct);
await _uow.SaveChangesAsync(ct);
return new ETagged<SalesInvoiceDto>(Map(invoice), invoice.RowVersion);
}
public async Task<ETagged<SalesInvoiceDto>> UpdateAsync(int salesInvoiceId, UpdateSalesInvoiceRequest request, uint expectedRowVersion, CancellationToken ct = default)
{
var invoice = await _invoices.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesInvoiceId == salesInvoiceId, ct)
?? throw new NotFoundException($"Sales invoice {salesInvoiceId} was not found.");
if (invoice.RowVersion != expectedRowVersion)
throw new DomainException(ErrorCodes.ConcurrencyConflict, "The sales invoice was modified by another request.", 412);
if (invoice.Status != SalesInvoiceStatus.Draft)
throw new ConflictException($"Sales invoice {salesInvoiceId} is {invoice.Status} and cannot be edited.");
await ValidateReferencesAsync(request.CustomerId, request.WarehouseId, request.Lines, ct);
invoice.CustomerId = request.CustomerId;
invoice.WarehouseId = request.WarehouseId;
invoice.InvoiceType = request.InvoiceType;
invoice.CustomerSnapshotName = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.DisplayName ?? x.Name).FirstAsync(ct);
invoice.CustomerSnapshotTaxNo = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.TaxRegistrationNo).FirstAsync(ct);
invoice.Lines.Clear();
foreach (var line in await BuildLinesAsync(request.Lines, ct)) invoice.Lines.Add(line);
Recalculate(invoice);
invoice.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
return new ETagged<SalesInvoiceDto>(Map(invoice), invoice.RowVersion);
}
public async Task<SalesInvoiceDto> PostAsync(int salesInvoiceId, CancellationToken ct = default)
{
var invoice = await _invoices.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesInvoiceId == salesInvoiceId, ct)
?? throw new NotFoundException($"Sales invoice {salesInvoiceId} was not found.");
if (invoice.Status != SalesInvoiceStatus.Draft)
throw new ConflictException($"Sales invoice {salesInvoiceId} is {invoice.Status} and cannot be posted.");
var posted = await _uow.ExecuteInTransactionAsync(async token =>
{
foreach (var line in invoice.Lines)
{
if (line.Qty <= 0) continue;
var consumed = await _fifo.ConsumeAsync(line.ItemId, line.WarehouseId, null, line.Qty + line.FreeQty, token);
var cost = consumed.Count == 0 ? 0m : consumed.Sum(x => x.Qty * x.UnitCost) / consumed.Sum(x => x.Qty);
await _fifo.PostLedgerAsync(line.ItemId, line.WarehouseId, null, null, null, _currentUser.AuditUserId,
Direction.Out, line.Qty + line.FreeQty, cost, 0m, nameof(SalesInvoice), invoice.SalesInvoiceId, DateTime.UtcNow, token);
}
invoice.Status = SalesInvoiceStatus.Posted;
invoice.UpdatedAt = DateTime.UtcNow;
return invoice;
}, ct);
return Map(posted);
}
public async Task<SalesInvoiceDto> CancelAsync(int salesInvoiceId, CancellationToken ct = default)
{
var invoice = await _invoices.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesInvoiceId == salesInvoiceId, ct)
?? throw new NotFoundException($"Sales invoice {salesInvoiceId} was not found.");
if (invoice.Status != SalesInvoiceStatus.Draft)
throw new ConflictException($"Sales invoice {salesInvoiceId} is {invoice.Status} and cannot be cancelled.");
invoice.Status = SalesInvoiceStatus.Cancelled;
invoice.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
return Map(invoice);
}
private async Task ValidateReferencesAsync(int customerId, int warehouseId, List<CreateSalesInvoiceLineRequest> lines, CancellationToken ct)
{
if (!await _customers.Query().AnyAsync(x => x.CustomerId == customerId, ct))
throw new NotFoundException($"Customer {customerId} was not found.");
if (!await _warehouses.Query().AnyAsync(x => x.WarehouseId == warehouseId, ct))
throw new NotFoundException($"Warehouse {warehouseId} was not found.");
foreach (var line in lines)
{
if (!await _items.Query().AnyAsync(x => x.ItemId == line.ItemId, ct))
throw new NotFoundException($"Item {line.ItemId} was not found.");
if (!await _uoms.Query().AnyAsync(x => x.UomId == line.UomId, ct))
throw new NotFoundException($"UOM {line.UomId} was not found.");
if (!await _warehouses.Query().AnyAsync(x => x.WarehouseId == line.WarehouseId, ct))
throw new NotFoundException($"Warehouse {line.WarehouseId} was not found.");
}
}
private async Task<List<SalesInvoiceLine>> BuildLinesAsync(List<CreateSalesInvoiceLineRequest> requests, CancellationToken ct)
{
var lines = new List<SalesInvoiceLine>();
foreach (var r in requests)
{
var item = await _items.Query().AsNoTracking().FirstAsync(x => x.ItemId == r.ItemId, ct);
var resolved = await _pricing.ResolveAsync(r.ItemId, r.WarehouseId, r.UnitPrice, r.AllowManualPriceOverride, ct);
var unitPrice = resolved.UnitPrice;
var priceSource = resolved.PriceSource;
var gross = r.Qty * unitPrice;
var discountTotal = r.IsFreeIssue
? 0m
: CalculateDiscount(gross, r.DiscountMode, r.DiscountPct, r.DiscountValue, r.DiscountAmount);
var netUnit = r.Qty > 0 ? (gross - discountTotal) / r.Qty : 0m;
var lineTotal = gross - discountTotal;
var taxAmount = lineTotal * (r.TaxPct / 100m);
lines.Add(new SalesInvoiceLine
{
ItemId = r.ItemId,
Description = item.Name,
Qty = r.Qty,
FreeQty = r.FreeQty,
UomId = r.UomId,
WarehouseId = r.WarehouseId,
UnitPrice = unitPrice,
BaseCost = unitPrice,
PriceSource = priceSource,
DiscountPct = r.DiscountPct,
DiscountAmount = discountTotal,
DiscountMode = r.DiscountMode,
NetUnitPrice = netUnit,
LineTotal = lineTotal,
TaxPct = r.TaxPct,
TaxAmount = taxAmount,
IsFreeIssue = r.IsFreeIssue,
ParentLineId = r.ParentLineId
});
}
return lines;
}
private static void Recalculate(SalesInvoice invoice)
{
invoice.Subtotal = invoice.Lines.Sum(x => x.Qty * x.UnitPrice);
invoice.DiscountTotal = invoice.Lines.Sum(x => x.DiscountAmount);
invoice.TaxTotal = invoice.Lines.Sum(x => x.TaxAmount);
invoice.GrandTotal = invoice.Lines.Sum(x => x.LineTotal) + invoice.TaxTotal;
invoice.RoundOff = 0m;
invoice.NetPayable = invoice.GrandTotal + invoice.RoundOff;
invoice.PaidAmount = 0m;
invoice.BalanceAmount = invoice.NetPayable;
}
private static decimal CalculateDiscount(decimal gross, SalesDiscountMode mode, decimal discountPct, decimal discountValue, decimal legacyDiscountAmount)
{
var computed = mode == SalesDiscountMode.FixedAmount
? discountValue
: gross * (discountPct / 100m);
if (computed <= 0m && legacyDiscountAmount > 0m)
computed = legacyDiscountAmount;
return Math.Min(gross, Math.Max(0m, computed));
}
private static SalesInvoiceSummaryDto MapSummary(SalesInvoice x) => new(
x.SalesInvoiceId, x.InvoiceNo, x.InvoiceDate, x.CustomerId, x.CustomerSnapshotName,
x.WarehouseId, x.InvoiceType, x.Status, new SalesInvoiceTotalsDto(
x.Subtotal, x.DiscountTotal, x.Lines.Sum(l => l.FreeQty), x.TaxTotal, x.GrandTotal, x.RoundOff, x.NetPayable, x.PaidAmount, x.BalanceAmount), x.CreatedAt);
private static SalesInvoiceDto Map(SalesInvoice x) => new(
x.SalesInvoiceId, x.InvoiceNo, x.InvoiceDate, x.CustomerId, x.CustomerSnapshotName, x.CustomerSnapshotTaxNo,
x.WarehouseId, x.InvoiceType, x.Status, x.CreatedBy, x.CreatedAt, x.UpdatedAt,
new SalesInvoiceTotalsDto(x.Subtotal, x.DiscountTotal, x.Lines.Sum(l => l.FreeQty), x.TaxTotal, x.GrandTotal, x.RoundOff, x.NetPayable, x.PaidAmount, x.BalanceAmount),
x.Lines.Select(l => new SalesInvoiceLineDto(l.SalesInvoiceLineId, l.ItemId, l.Description, l.Qty, l.FreeQty, l.UomId, l.WarehouseId, l.UnitPrice, l.BaseCost, l.PriceSource, l.DiscountPct, l.DiscountAmount, l.DiscountMode, l.NetUnitPrice, l.LineTotal, l.TaxPct, l.TaxAmount, l.IsFreeIssue, l.ParentLineId)).ToList());
}
@@ -0,0 +1,79 @@
using ERPCore.Domain;
using ERPCore.Domain.Entities;
using ERPCore.Domain.Enums;
using ERPCore.Repositories.Interfaces;
using ERPCore.Services.Interfaces;
using ERPCore.Services.Stock;
using Microsoft.EntityFrameworkCore;
namespace ERPCore.Services;
public sealed class SalesPricingService : ISalesPricingService
{
private readonly IRepository<Item> _items;
private readonly IRepository<GrnLine> _grnLines;
private readonly IFifoCostingService _fifo;
public SalesPricingService(IRepository<Item> items, IRepository<GrnLine> grnLines, IFifoCostingService fifo)
{
_items = items;
_grnLines = grnLines;
_fifo = fifo;
}
public async Task<SalesPriceResolution> ResolveAsync(
int itemId, int warehouseId, decimal? requestedUnitPrice, bool allowManualOverride, CancellationToken ct = default)
{
var item = await _items.Query().AsNoTracking().FirstOrDefaultAsync(x => x.ItemId == itemId, ct)
?? throw new InvalidOperationException($"Item {itemId} was not found.");
if (requestedUnitPrice is not null)
{
if (!allowManualOverride)
{
if (item.SalePrice.HasValue)
return new SalesPriceResolution(item.SalePrice.Value, "SALE_PRICE", item.SalePrice.Value);
var grnPrice = await GetWeightedGrnPriceAsync(itemId, warehouseId, ct);
if (grnPrice is not null)
return new SalesPriceResolution(grnPrice.Value, "GRN_WEIGHTED_AVG", grnPrice.Value);
return new SalesPriceResolution(await GetFifoFallbackPriceAsync(itemId, warehouseId, ct), "FIFO_AVG", 0m);
}
return new SalesPriceResolution(requestedUnitPrice.Value, "MANUAL", requestedUnitPrice.Value);
}
if (item.SalePrice.HasValue)
return new SalesPriceResolution(item.SalePrice.Value, "SALE_PRICE", item.SalePrice.Value);
var weighted = await GetWeightedGrnPriceAsync(itemId, warehouseId, ct);
if (weighted is not null)
return new SalesPriceResolution(weighted.Value, "GRN_WEIGHTED_AVG", weighted.Value);
return new SalesPriceResolution(await GetFifoFallbackPriceAsync(itemId, warehouseId, ct), "FIFO_AVG", 0m);
}
private async Task<decimal?> GetWeightedGrnPriceAsync(int itemId, int warehouseId, CancellationToken ct)
{
var rows = await _grnLines.Query().AsNoTracking()
.Where(l => l.ItemId == itemId
&& l.Grn != null
&& l.Grn.WarehouseId == warehouseId
&& l.Grn.Status == GrnStatus.Confirmed)
.Select(l => new { l.Qty, l.ReceivedValue })
.ToListAsync(ct);
var totalQty = rows.Sum(x => x.Qty);
if (totalQty <= 0) return null;
var totalValue = rows.Sum(x => x.ReceivedValue);
return totalValue / totalQty;
}
private async Task<decimal> GetFifoFallbackPriceAsync(int itemId, int warehouseId, CancellationToken ct)
{
var valuation = await _fifo.GetValuationAsync(itemId, warehouseId, ct);
return valuation.TotalQty > 0 ? valuation.TotalValue / valuation.TotalQty : 0m;
}
}
@@ -0,0 +1,297 @@
using ERPCore.Domain.Entities;
using ERPCore.Domain.Enums;
using ERPCore.Dtos.Sales;
using ERPCore.Repositories.Interfaces;
using ERPCore.Services.Interfaces;
using Microsoft.EntityFrameworkCore;
namespace ERPCore.Services;
public sealed class SalesReportService : ISalesReportService
{
private readonly IRepository<SalesInvoice> _invoices;
private readonly IRepository<SalesSlip> _slips;
public SalesReportService(IRepository<SalesInvoice> invoices, IRepository<SalesSlip> slips)
{
_invoices = invoices;
_slips = slips;
}
public async Task<IReadOnlyList<SalesDailySummaryRowDto>> DailySummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default)
{
var invoiceRows = await _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue))
.GroupBy(x => DateOnly.FromDateTime(x.InvoiceDate))
.Select(g => new
{
Date = g.Key,
InvoiceCount = g.Count(),
SlipCount = 0,
InvoiceSubtotal = g.Sum(x => x.Subtotal),
SlipSubtotal = 0m,
DiscountTotal = g.Sum(x => x.DiscountTotal),
FreeQtyTotal = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
TaxTotal = g.Sum(x => x.TaxTotal),
GrandTotal = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
var slipRows = await _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue))
.GroupBy(x => DateOnly.FromDateTime(x.SlipDate))
.Select(g => new
{
Date = g.Key,
InvoiceCount = 0,
SlipCount = g.Count(),
InvoiceSubtotal = 0m,
SlipSubtotal = g.Sum(x => x.Subtotal),
DiscountTotal = g.Sum(x => x.DiscountTotal),
FreeQtyTotal = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
TaxTotal = g.Sum(x => x.TaxTotal),
GrandTotal = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
return invoiceRows.Concat(slipRows)
.GroupBy(x => x.Date)
.OrderBy(x => x.Key)
.Select(g => new SalesDailySummaryRowDto(
g.Key,
g.Sum(x => x.InvoiceCount),
g.Sum(x => x.SlipCount),
g.Sum(x => x.InvoiceSubtotal),
g.Sum(x => x.SlipSubtotal),
g.Sum(x => x.DiscountTotal),
g.Sum(x => x.FreeQtyTotal),
g.Sum(x => x.TaxTotal),
g.Sum(x => x.GrandTotal)))
.ToList();
}
public async Task<IReadOnlyList<SalesItemSummaryRowDto>> ItemSummaryAsync(DateOnly from, DateOnly to, int? itemId, int? warehouseId, CancellationToken ct = default)
{
var invoiceLines = _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (warehouseId is not null) invoiceLines = invoiceLines.Where(x => x.WarehouseId == warehouseId);
var invoiceQuery = invoiceLines.SelectMany(x => x.Lines.Select(l => new
{
l.ItemId,
l.Description,
l.Qty,
l.FreeQty,
Gross = l.Qty * l.UnitPrice,
l.DiscountAmount,
l.TaxAmount,
l.LineTotal,
l.WarehouseId
}));
if (itemId is not null) invoiceQuery = invoiceQuery.Where(x => x.ItemId == itemId);
var slipLines = _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (warehouseId is not null) slipLines = slipLines.Where(x => x.WarehouseId == warehouseId);
var slipQuery = slipLines.SelectMany(x => x.Lines.Select(l => new
{
l.ItemId,
l.Description,
l.Qty,
l.FreeQty,
Gross = l.Qty * l.UnitPrice,
l.DiscountAmount,
l.TaxAmount,
l.LineTotal,
l.WarehouseId
}));
if (itemId is not null) slipQuery = slipQuery.Where(x => x.ItemId == itemId);
var rows = await invoiceQuery.Concat(slipQuery)
.GroupBy(x => new { x.ItemId, x.Description })
.Select(g => new SalesItemSummaryRowDto(
g.Key.ItemId,
g.Key.Description,
g.Sum(x => x.Qty),
g.Sum(x => x.FreeQty),
g.Sum(x => x.Gross),
g.Sum(x => x.DiscountAmount),
g.Sum(x => x.TaxAmount),
g.Sum(x => x.LineTotal + x.TaxAmount)))
.OrderByDescending(x => x.NetAmount)
.ToListAsync(ct);
return rows;
}
public async Task<IReadOnlyList<SalesCustomerSummaryRowDto>> CustomerSummaryAsync(DateOnly from, DateOnly to, int? customerId, CancellationToken ct = default)
{
var invoiceQuery = _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (customerId is not null) invoiceQuery = invoiceQuery.Where(x => x.CustomerId == customerId);
var slipQuery = _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (customerId is not null) slipQuery = slipQuery.Where(x => x.CustomerId == customerId);
var invoiceRows = await invoiceQuery
.GroupBy(x => new { x.CustomerId, x.CustomerSnapshotName })
.Select(g => new
{
g.Key.CustomerId,
CustomerName = g.Key.CustomerSnapshotName,
InvoiceCount = g.Count(),
SlipCount = 0,
SoldQty = g.Sum(x => x.Lines.Sum(l => l.Qty)),
FreeQty = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
GrossAmount = g.Sum(x => x.Subtotal),
DiscountTotal = g.Sum(x => x.DiscountTotal),
TaxTotal = g.Sum(x => x.TaxTotal),
NetAmount = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
var slipRows = await slipQuery
.GroupBy(x => new { x.CustomerId, x.CustomerSnapshotName })
.Select(g => new
{
g.Key.CustomerId,
CustomerName = g.Key.CustomerSnapshotName,
InvoiceCount = 0,
SlipCount = g.Count(),
SoldQty = g.Sum(x => x.Lines.Sum(l => l.Qty)),
FreeQty = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
GrossAmount = g.Sum(x => x.Subtotal),
DiscountTotal = g.Sum(x => x.DiscountTotal),
TaxTotal = g.Sum(x => x.TaxTotal),
NetAmount = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
return invoiceRows.Concat(slipRows)
.GroupBy(x => new { x.CustomerId, x.CustomerName })
.OrderByDescending(g => g.Sum(x => x.NetAmount))
.Select(g => new SalesCustomerSummaryRowDto(
g.Key.CustomerId,
g.Key.CustomerName,
g.Sum(x => x.InvoiceCount),
g.Sum(x => x.SlipCount),
g.Sum(x => x.SoldQty),
g.Sum(x => x.FreeQty),
g.Sum(x => x.GrossAmount),
g.Sum(x => x.DiscountTotal),
g.Sum(x => x.TaxTotal),
g.Sum(x => x.NetAmount)))
.ToList();
}
public async Task<IReadOnlyList<SalesWarehouseSummaryRowDto>> WarehouseSummaryAsync(DateOnly from, DateOnly to, int? warehouseId, CancellationToken ct = default)
{
var invoiceQuery = _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (warehouseId is not null) invoiceQuery = invoiceQuery.Where(x => x.WarehouseId == warehouseId);
var slipQuery = _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue));
if (warehouseId is not null) slipQuery = slipQuery.Where(x => x.WarehouseId == warehouseId);
var invoiceRows = await invoiceQuery
.GroupBy(x => new { x.WarehouseId, x.Warehouse!.Name })
.Select(g => new
{
g.Key.WarehouseId,
WarehouseName = g.Key.Name,
InvoiceCount = g.Count(),
SlipCount = 0,
SoldQty = g.Sum(x => x.Lines.Sum(l => l.Qty)),
FreeQty = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
GrossAmount = g.Sum(x => x.Subtotal),
DiscountTotal = g.Sum(x => x.DiscountTotal),
TaxTotal = g.Sum(x => x.TaxTotal),
NetAmount = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
var slipRows = await slipQuery
.GroupBy(x => new { x.WarehouseId, x.Warehouse!.Name })
.Select(g => new
{
g.Key.WarehouseId,
WarehouseName = g.Key.Name,
InvoiceCount = 0,
SlipCount = g.Count(),
SoldQty = g.Sum(x => x.Lines.Sum(l => l.Qty)),
FreeQty = g.Sum(x => x.Lines.Sum(l => l.FreeQty)),
GrossAmount = g.Sum(x => x.Subtotal),
DiscountTotal = g.Sum(x => x.DiscountTotal),
TaxTotal = g.Sum(x => x.TaxTotal),
NetAmount = g.Sum(x => x.GrandTotal)
})
.ToListAsync(ct);
return invoiceRows.Concat(slipRows)
.GroupBy(x => new { x.WarehouseId, x.WarehouseName })
.OrderByDescending(g => g.Sum(x => x.NetAmount))
.Select(g => new SalesWarehouseSummaryRowDto(
g.Key.WarehouseId,
g.Key.WarehouseName,
g.Sum(x => x.InvoiceCount),
g.Sum(x => x.SlipCount),
g.Sum(x => x.SoldQty),
g.Sum(x => x.FreeQty),
g.Sum(x => x.GrossAmount),
g.Sum(x => x.DiscountTotal),
g.Sum(x => x.TaxTotal),
g.Sum(x => x.NetAmount)))
.ToList();
}
public async Task<IReadOnlyList<SalesDiscountSummaryRowDto>> DiscountSummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default)
{
var invoices = await _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue) && x.DiscountTotal > 0m)
.Select(x => new SalesDiscountSummaryRowDto("Invoice", x.InvoiceNo, x.InvoiceDate, x.CustomerSnapshotName, x.Subtotal, x.DiscountTotal, x.TaxTotal, x.GrandTotal))
.ToListAsync(ct);
var slips = await _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue) && x.DiscountTotal > 0m)
.Select(x => new SalesDiscountSummaryRowDto("Slip", x.SlipNo, x.SlipDate, x.CustomerSnapshotName, x.Subtotal, x.DiscountTotal, x.TaxTotal, x.GrandTotal))
.ToListAsync(ct);
return invoices.Concat(slips).OrderByDescending(x => x.DiscountTotal).ToList();
}
public async Task<IReadOnlyList<SalesFreeIssueSummaryRowDto>> FreeIssueSummaryAsync(DateOnly from, DateOnly to, CancellationToken ct = default)
{
var invoiceRows = await _invoices.Query().AsNoTracking()
.Where(x => x.Status == SalesInvoiceStatus.Posted && x.InvoiceDate >= from.ToDateTime(TimeOnly.MinValue) && x.InvoiceDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue))
.SelectMany(x => x.Lines.Where(l => l.FreeQty > 0m).Select(l => new SalesFreeIssueSummaryRowDto(
"Invoice",
x.InvoiceNo,
x.InvoiceDate,
x.CustomerSnapshotName,
l.ItemId,
l.Description,
l.FreeQty,
l.FreeQty * l.UnitPrice,
l.WarehouseId,
x.Warehouse!.Name)))
.ToListAsync(ct);
var slipRows = await _slips.Query().AsNoTracking()
.Where(x => x.Status == SalesSlipStatus.Posted && x.SlipDate >= from.ToDateTime(TimeOnly.MinValue) && x.SlipDate < to.AddDays(1).ToDateTime(TimeOnly.MinValue))
.SelectMany(x => x.Lines.Where(l => l.FreeQty > 0m).Select(l => new SalesFreeIssueSummaryRowDto(
"Slip",
x.SlipNo,
x.SlipDate,
x.CustomerSnapshotName,
l.ItemId,
l.Description,
l.FreeQty,
l.FreeQty * l.UnitPrice,
l.WarehouseId,
x.Warehouse!.Name)))
.ToListAsync(ct);
return invoiceRows.Concat(slipRows).OrderByDescending(x => x.FreeQty).ToList();
}
}
@@ -0,0 +1,248 @@
using ERPCore.Common.Http;
using ERPCore.Domain;
using ERPCore.Domain.Entities;
using ERPCore.Domain.Enums;
using ERPCore.Dtos.Common;
using ERPCore.Dtos.Sales;
using ERPCore.Infra.Auth;
using ERPCore.Infra.UoW;
using ERPCore.Repositories.Interfaces;
using ERPCore.Services.Interfaces;
using ERPCore.Services.Stock;
using ERPCore.System.Errors;
using Microsoft.EntityFrameworkCore;
namespace ERPCore.Services;
public sealed class SalesSlipService : ISalesSlipService
{
private readonly IRepository<SalesSlip> _slips;
private readonly IRepository<Customer> _customers;
private readonly IRepository<Item> _items;
private readonly IRepository<Uom> _uoms;
private readonly IRepository<Warehouse> _warehouses;
private readonly IRepository<User> _users;
private readonly ISalesPricingService _pricing;
private readonly IFifoCostingService _fifo;
private readonly ICurrentUser _currentUser;
private readonly INumberSequenceService _numbers;
private readonly IUnitOfWork _uow;
public SalesSlipService(
IRepository<SalesSlip> slips, IRepository<Customer> customers, IRepository<Item> items,
IRepository<Uom> uoms, IRepository<Warehouse> warehouses, IRepository<User> users, ISalesPricingService pricing, IFifoCostingService fifo,
ICurrentUser currentUser, INumberSequenceService numbers, IUnitOfWork uow)
{
_slips = slips;
_customers = customers;
_items = items;
_uoms = uoms;
_warehouses = warehouses;
_users = users;
_pricing = pricing;
_fifo = fifo;
_currentUser = currentUser;
_numbers = numbers;
_uow = uow;
}
public async Task<PagedResponse<SalesSlipSummaryDto>> ListAsync(PageQuery query, SalesSlipStatus? status, int? customerId, int? warehouseId, CancellationToken ct = default)
{
IQueryable<SalesSlip> q = _slips.Query().AsNoTracking().Include(x => x.Lines);
if (!string.IsNullOrWhiteSpace(query.Q))
{
var term = query.Q.Trim();
q = q.Where(x => EF.Functions.ILike(x.SlipNo, $"%{term}%") || EF.Functions.ILike(x.CustomerSnapshotName, $"%{term}%"));
}
if (status is not null) q = q.Where(x => x.Status == status);
if (customerId is not null) q = q.Where(x => x.CustomerId == customerId);
if (warehouseId is not null) q = q.Where(x => x.WarehouseId == warehouseId);
var total = await q.CountAsync(ct);
var rows = await q.OrderByDescending(x => x.SalesSlipId).Skip(query.Skip).Take(query.PageSize).ToListAsync(ct);
return PagedResponse<SalesSlipSummaryDto>.Create(rows.Select(MapSummary).ToList(), query.Page, query.PageSize, total);
}
public async Task<ETagged<SalesSlipDto>?> GetAsync(int salesSlipId, CancellationToken ct = default)
{
var slip = await _slips.Query().AsNoTracking().Include(x => x.Lines)
.FirstOrDefaultAsync(x => x.SalesSlipId == salesSlipId, ct);
return slip is null ? null : new ETagged<SalesSlipDto>(Map(slip), slip.RowVersion);
}
public async Task<ETagged<SalesSlipDto>> CreateAsync(CreateSalesSlipRequest request, CancellationToken ct = default)
{
await ValidateReferencesAsync(request.CustomerId, request.WarehouseId, request.CashierUserId, request.Lines, ct);
var slip = new SalesSlip
{
SlipNo = await _numbers.NextAsync(DocumentTypes.SalesSlip, ct),
SlipDate = DateTime.UtcNow,
CustomerId = request.CustomerId,
WarehouseId = request.WarehouseId,
CashierUserId = request.CashierUserId,
Status = SalesSlipStatus.Draft,
CreatedAt = DateTime.UtcNow
};
slip.CustomerSnapshotName = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.DisplayName ?? x.Name).FirstAsync(ct);
slip.Lines = await BuildLinesAsync(request.Lines, ct);
Recalculate(slip);
await _slips.AddAsync(slip, ct);
await _uow.SaveChangesAsync(ct);
return new ETagged<SalesSlipDto>(Map(slip), slip.RowVersion);
}
public async Task<ETagged<SalesSlipDto>> UpdateAsync(int salesSlipId, UpdateSalesSlipRequest request, uint expectedRowVersion, CancellationToken ct = default)
{
var slip = await _slips.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesSlipId == salesSlipId, ct)
?? throw new NotFoundException($"Sales slip {salesSlipId} was not found.");
if (slip.RowVersion != expectedRowVersion)
throw new DomainException(ErrorCodes.ConcurrencyConflict, "The sales slip was modified by another request.", 412);
if (slip.Status != SalesSlipStatus.Draft)
throw new ConflictException($"Sales slip {salesSlipId} is {slip.Status} and cannot be edited.");
await ValidateReferencesAsync(request.CustomerId, request.WarehouseId, request.CashierUserId, request.Lines, ct);
slip.CustomerId = request.CustomerId;
slip.WarehouseId = request.WarehouseId;
slip.CashierUserId = request.CashierUserId;
slip.CustomerSnapshotName = await _customers.Query().Where(x => x.CustomerId == request.CustomerId).Select(x => x.DisplayName ?? x.Name).FirstAsync(ct);
slip.Lines.Clear();
foreach (var line in await BuildLinesAsync(request.Lines, ct)) slip.Lines.Add(line);
Recalculate(slip);
slip.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
return new ETagged<SalesSlipDto>(Map(slip), slip.RowVersion);
}
public async Task<SalesSlipDto> PostAsync(int salesSlipId, CancellationToken ct = default)
{
var slip = await _slips.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesSlipId == salesSlipId, ct)
?? throw new NotFoundException($"Sales slip {salesSlipId} was not found.");
if (slip.Status != SalesSlipStatus.Draft)
throw new ConflictException($"Sales slip {salesSlipId} is {slip.Status} and cannot be posted.");
var posted = await _uow.ExecuteInTransactionAsync(async token =>
{
foreach (var line in slip.Lines)
{
if (line.Qty <= 0 && line.FreeQty <= 0) continue;
var consumed = await _fifo.ConsumeAsync(line.ItemId, line.WarehouseId, null, line.Qty + line.FreeQty, token);
var cost = consumed.Count == 0 ? 0m : consumed.Sum(x => x.Qty * x.UnitCost) / consumed.Sum(x => x.Qty);
await _fifo.PostLedgerAsync(line.ItemId, line.WarehouseId, null, null, null, _currentUser.AuditUserId,
Direction.Out, line.Qty + line.FreeQty, cost, 0m, nameof(SalesSlip), slip.SalesSlipId, DateTime.UtcNow, token);
}
slip.Status = SalesSlipStatus.Posted;
slip.UpdatedAt = DateTime.UtcNow;
return slip;
}, ct);
return Map(posted);
}
public async Task<SalesSlipDto> CancelAsync(int salesSlipId, CancellationToken ct = default)
{
var slip = await _slips.Query().Include(x => x.Lines).FirstOrDefaultAsync(x => x.SalesSlipId == salesSlipId, ct)
?? throw new NotFoundException($"Sales slip {salesSlipId} was not found.");
if (slip.Status != SalesSlipStatus.Draft)
throw new ConflictException($"Sales slip {salesSlipId} is {slip.Status} and cannot be cancelled.");
slip.Status = SalesSlipStatus.Cancelled;
slip.UpdatedAt = DateTime.UtcNow;
await _uow.SaveChangesAsync(ct);
return Map(slip);
}
private async Task ValidateReferencesAsync(int customerId, int warehouseId, int cashierUserId, List<CreateSalesSlipLineRequest> lines, CancellationToken ct)
{
if (!await _customers.Query().AnyAsync(x => x.CustomerId == customerId, ct))
throw new NotFoundException($"Customer {customerId} was not found.");
if (!await _warehouses.Query().AnyAsync(x => x.WarehouseId == warehouseId, ct))
throw new NotFoundException($"Warehouse {warehouseId} was not found.");
if (!await _users.Query().AnyAsync(x => x.UserId == cashierUserId, ct))
throw new NotFoundException($"User {cashierUserId} was not found.");
foreach (var line in lines)
{
if (!await _items.Query().AnyAsync(x => x.ItemId == line.ItemId, ct))
throw new NotFoundException($"Item {line.ItemId} was not found.");
if (!await _uoms.Query().AnyAsync(x => x.UomId == line.UomId, ct))
throw new NotFoundException($"UOM {line.UomId} was not found.");
if (!await _warehouses.Query().AnyAsync(x => x.WarehouseId == line.WarehouseId, ct))
throw new NotFoundException($"Warehouse {line.WarehouseId} was not found.");
}
}
private async Task<List<SalesSlipLine>> BuildLinesAsync(List<CreateSalesSlipLineRequest> requests, CancellationToken ct)
{
var lines = new List<SalesSlipLine>();
foreach (var r in requests)
{
var item = await _items.Query().AsNoTracking().FirstAsync(x => x.ItemId == r.ItemId, ct);
var resolved = await _pricing.ResolveAsync(r.ItemId, r.WarehouseId, r.UnitPrice, r.AllowManualPriceOverride, ct);
var unitPrice = resolved.UnitPrice;
var priceSource = resolved.PriceSource;
var gross = r.Qty * unitPrice;
var discountTotal = r.IsFreeIssue
? 0m
: CalculateDiscount(gross, r.DiscountMode, r.DiscountPct, r.DiscountValue, r.DiscountAmount);
var netUnit = r.Qty > 0 ? (gross - discountTotal) / r.Qty : 0m;
var lineTotal = gross - discountTotal;
var taxAmount = lineTotal * (r.TaxPct / 100m);
lines.Add(new SalesSlipLine
{
ItemId = r.ItemId,
Description = item.Name,
Qty = r.Qty,
FreeQty = r.FreeQty,
UomId = r.UomId,
WarehouseId = r.WarehouseId,
UnitPrice = unitPrice,
BaseCost = unitPrice,
PriceSource = priceSource,
DiscountMode = r.DiscountMode,
DiscountPct = r.DiscountPct,
DiscountAmount = discountTotal,
NetUnitPrice = netUnit,
LineTotal = lineTotal,
TaxPct = r.TaxPct,
TaxAmount = taxAmount,
IsFreeIssue = r.IsFreeIssue,
ParentLineId = r.ParentLineId
});
}
return lines;
}
private static void Recalculate(SalesSlip slip)
{
slip.Subtotal = slip.Lines.Sum(x => x.Qty * x.UnitPrice);
slip.DiscountTotal = slip.Lines.Sum(x => x.DiscountAmount);
slip.TaxTotal = slip.Lines.Sum(x => x.TaxAmount);
slip.GrandTotal = slip.Lines.Sum(x => x.LineTotal) + slip.TaxTotal;
slip.PaidAmount = 0m;
slip.BalanceAmount = slip.GrandTotal - slip.PaidAmount;
}
private static decimal CalculateDiscount(decimal gross, SalesDiscountMode mode, decimal discountPct, decimal discountValue, decimal legacyDiscountAmount)
{
var computed = mode == SalesDiscountMode.FixedAmount
? discountValue
: gross * (discountPct / 100m);
if (computed <= 0m && legacyDiscountAmount > 0m)
computed = legacyDiscountAmount;
return Math.Min(gross, Math.Max(0m, computed));
}
private static SalesSlipSummaryDto MapSummary(SalesSlip x) => new(
x.SalesSlipId, x.SlipNo, x.SlipDate, x.CustomerId, x.CustomerSnapshotName, x.WarehouseId, x.Status,
new SalesSlipTotalsDto(x.Subtotal, x.DiscountTotal, x.Lines.Sum(l => l.FreeQty), x.TaxTotal, x.GrandTotal, x.PaidAmount, x.BalanceAmount), x.CreatedAt);
private static SalesSlipDto Map(SalesSlip x) => new(
x.SalesSlipId, x.SlipNo, x.SlipDate, x.CustomerId, x.CustomerSnapshotName, x.WarehouseId, x.CashierUserId, x.Status, x.CreatedAt, x.UpdatedAt,
new SalesSlipTotalsDto(x.Subtotal, x.DiscountTotal, x.Lines.Sum(l => l.FreeQty), x.TaxTotal, x.GrandTotal, x.PaidAmount, x.BalanceAmount),
x.Lines.Select(l => new SalesSlipLineDto(l.SalesSlipLineId, l.ItemId, l.Description, l.Qty, l.FreeQty, l.UomId, l.WarehouseId, l.UnitPrice, l.BaseCost, l.PriceSource, l.DiscountPct, l.DiscountAmount, l.DiscountMode, l.NetUnitPrice, l.LineTotal, l.TaxPct, l.TaxAmount, l.IsFreeIssue, l.ParentLineId)).ToList());
}