ride reconcilation with driver profile update
This commit is contained in:
Kalana B. Thilakarathna
@@ -0,0 +1,21 @@
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using Distribution.Models;
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namespace Distribution.Features.Reconciliation;
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public interface IReconciliationRepository
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{
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Task AddItemCountAsync(RideItemCount count);
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Task<List<RideItemCount>> GetItemCountsByRideAsync(Guid rideId);
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Task AddVarianceAsync(RideVariance variance);
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Task<List<RideVariance>> GetVariancesByRideAsync(Guid rideId);
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Task<RideVariance?> GetVarianceByIdAsync(Guid id);
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void UpdateVariance(RideVariance variance);
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Task<bool> HasPendingVariancesAsync(Guid rideId);
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Task AddCloseSummaryAsync(RideCloseSummary summary);
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Task<RideCloseSummary?> GetCloseSummaryByRideAsync(Guid rideId);
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/// <summary>Sum of Cash payments on sales belonging to the given ride.</summary>
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Task<decimal> GetCashCollectedByRideAsync(Guid rideId);
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}
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@@ -0,0 +1,73 @@
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using Distribution.Infra.Authorization;
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using Microsoft.AspNetCore.Mvc;
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namespace Distribution.Features.Reconciliation;
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[ApiController]
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[Route("api/rides/{rideId:guid}")]
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public class ReconciliationController(ReconciliationService service, ICurrentUserService currentUser) : ControllerBase
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{
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[HttpPost("cycle-count")]
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public async Task<IActionResult> SubmitCycleCount(Guid rideId, SubmitCycleCountRequest request, CancellationToken ct)
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{
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var userId = currentUser.UserId ?? throw new UnauthorizedAccessException();
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try
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{
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var result = await service.SubmitCycleCountAsync(rideId, request, userId, ct);
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return Ok(result);
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}
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catch (KeyNotFoundException) { return NotFound(); }
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catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
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}
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[HttpGet("variances")]
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public async Task<IActionResult> GetVariances(Guid rideId)
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{
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try
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{
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var result = await service.GetVariancesAsync(rideId);
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return Ok(result);
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}
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catch (KeyNotFoundException) { return NotFound(); }
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catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
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}
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[HttpPost("variances/{id:guid}/approve")]
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public async Task<IActionResult> ApproveVariance(Guid rideId, Guid id, ResolveVarianceRequest request, CancellationToken ct)
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{
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var userId = currentUser.UserId ?? throw new UnauthorizedAccessException();
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try
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{
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var result = await service.ApproveVarianceAsync(id, request, userId, ct);
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return Ok(result);
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}
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catch (KeyNotFoundException) { return NotFound(); }
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catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
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}
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[HttpPost("variances/{id:guid}/reject")]
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public async Task<IActionResult> RejectVariance(Guid rideId, Guid id, ResolveVarianceRequest request, CancellationToken ct)
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{
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var userId = currentUser.UserId ?? throw new UnauthorizedAccessException();
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try
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{
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var result = await service.RejectVarianceAsync(id, request, userId, ct);
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return Ok(result);
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}
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catch (KeyNotFoundException) { return NotFound(); }
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catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
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}
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[HttpPost("close-ride")]
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public async Task<IActionResult> CloseRide(Guid rideId, CancellationToken ct)
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{
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var userId = currentUser.UserId ?? throw new UnauthorizedAccessException();
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try
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{
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var result = await service.CloseRideAsync(rideId, userId, ct);
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return Ok(result);
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}
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catch (KeyNotFoundException) { return NotFound(); }
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catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
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}
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}
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@@ -0,0 +1,19 @@
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using Distribution.Models;
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namespace Distribution.Features.Reconciliation;
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public record CycleCountItemLine(Guid ItemId, decimal PhysicalQuantity);
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public record SubmitCycleCountRequest(List<CycleCountItemLine> Items, decimal CashOnHand);
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public record RideVarianceResponse(
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Guid Id, Guid RideId, Guid? ItemId, string? ItemName,
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bool IsCash, decimal ExpectedQuantity, decimal ActualQuantity, decimal VarianceQuantity,
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string? ReasonCode, VarianceStatus Status, Guid? ResolvedByUserId, DateTime? ResolvedAt);
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public record ResolveVarianceRequest(string ReasonCode);
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public record CycleCountResult(bool HasVariances, List<RideVarianceResponse> Variances);
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public record RideCloseSummaryResponse(
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Guid Id, Guid RideId, decimal ExpectedCash, decimal ActualCash, decimal CashVariance,
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Guid ClosedByUserId, DateTime ClosedAt);
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@@ -0,0 +1,51 @@
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using Distribution.Data;
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using Distribution.Models;
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using Microsoft.EntityFrameworkCore;
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namespace Distribution.Features.Reconciliation;
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public class ReconciliationRepository(AppDBContext db) : IReconciliationRepository
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{
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public async Task AddItemCountAsync(RideItemCount count)
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=> await db.RideItemCounts.AddAsync(count);
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public async Task<List<RideItemCount>> GetItemCountsByRideAsync(Guid rideId)
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=> await db.RideItemCounts
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.Where(c => c.FK_RideId == rideId)
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.ToListAsync();
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public async Task AddVarianceAsync(RideVariance variance)
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=> await db.RideVariances.AddAsync(variance);
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public async Task<List<RideVariance>> GetVariancesByRideAsync(Guid rideId)
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=> await db.RideVariances
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.Include(v => v.Item)
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.Include(v => v.ResolvedBy)
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.Where(v => v.FK_RideId == rideId)
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.ToListAsync();
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public async Task<RideVariance?> GetVarianceByIdAsync(Guid id)
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=> await db.RideVariances
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.Include(v => v.Item)
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.Include(v => v.ResolvedBy)
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.FirstOrDefaultAsync(v => v.Id == id);
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public void UpdateVariance(RideVariance variance)
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=> db.RideVariances.Update(variance);
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public async Task<bool> HasPendingVariancesAsync(Guid rideId)
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=> await db.RideVariances
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.AnyAsync(v => v.FK_RideId == rideId && v.Status == VarianceStatus.Pending);
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public async Task AddCloseSummaryAsync(RideCloseSummary summary)
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=> await db.RideCloseSummaries.AddAsync(summary);
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public async Task<RideCloseSummary?> GetCloseSummaryByRideAsync(Guid rideId)
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=> await db.RideCloseSummaries
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.FirstOrDefaultAsync(s => s.FK_RideId == rideId);
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public async Task<decimal> GetCashCollectedByRideAsync(Guid rideId)
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=> await db.Payments
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.Where(p => p.Sale.FK_RideId == rideId && p.Method == PaymentMethod.Cash)
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.SumAsync(p => p.Amount);
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}
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@@ -0,0 +1,396 @@
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using Distribution.Features.Ride;
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using Distribution.Features.Stock;
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using Distribution.Infra.UoW;
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using Distribution.Models;
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namespace Distribution.Features.Reconciliation;
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public class ReconciliationService(
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IReconciliationRepository reconciliationRepo,
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IRideRepository rideRepo,
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IStockRepository stockRepo,
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IUnitOfWork uow)
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{
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public async Task<CycleCountResult> SubmitCycleCountAsync(
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Guid rideId, SubmitCycleCountRequest request, Guid userId, CancellationToken ct = default)
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{
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var ride = await rideRepo.GetByIdAsync(rideId)
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?? throw new KeyNotFoundException("Ride not found");
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if (ride.Status != RideStatus.Active)
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throw new InvalidOperationException($"Cannot submit cycle count for a ride in {ride.Status} status");
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var existingCounts = await reconciliationRepo.GetItemCountsByRideAsync(rideId);
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if (existingCounts.Count > 0)
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throw new InvalidOperationException("Cycle count has already been submitted for this ride");
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// Build submitted counts lookup
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var submittedCounts = request.Items.ToDictionary(i => i.ItemId, i => i.PhysicalQuantity);
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// Save all item count records
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var itemCounts = request.Items.Select(line => new RideItemCount
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{
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FK_RideId = rideId,
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FK_ItemId = line.ItemId,
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PhysicalQuantity = line.PhysicalQuantity
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}).ToList();
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// Get current vehicle stock balances
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var vehicleBalances = await stockRepo.GetBalancesByLocationAsync(ride.FK_VehicleId, LocationType.Vehicle);
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var variances = new List<RideVariance>();
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// Compare each stock balance against the physical count
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foreach (var balance in vehicleBalances)
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{
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var physicalQty = submittedCounts.TryGetValue(balance.FK_ItemId, out var qty) ? qty : 0m;
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if (balance.Quantity != physicalQty)
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{
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variances.Add(new RideVariance
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{
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FK_RideId = rideId,
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FK_ItemId = balance.FK_ItemId,
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IsCash = false,
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ExpectedQuantity = balance.Quantity,
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ActualQuantity = physicalQty,
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VarianceQuantity = balance.Quantity - physicalQty,
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Status = VarianceStatus.Pending
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});
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}
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}
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// Cash variance check
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var expectedCash = await reconciliationRepo.GetCashCollectedByRideAsync(rideId);
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if (expectedCash != request.CashOnHand)
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{
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variances.Add(new RideVariance
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{
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FK_RideId = rideId,
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FK_ItemId = null,
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IsCash = true,
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ExpectedQuantity = expectedCash,
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ActualQuantity = request.CashOnHand,
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VarianceQuantity = expectedCash - request.CashOnHand,
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Status = VarianceStatus.Pending
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});
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}
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ride.Status = RideStatus.PendingClose;
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await uow.BeginAsync(ct);
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try
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{
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foreach (var count in itemCounts)
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await reconciliationRepo.AddItemCountAsync(count);
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foreach (var variance in variances)
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await reconciliationRepo.AddVarianceAsync(variance);
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rideRepo.Update(ride);
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await uow.CommitAsync(ct);
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}
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catch
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{
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await uow.RollbackAsync(ct);
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throw;
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}
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var varianceResponses = variances.Select(ToVarianceResponse).ToList();
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return new CycleCountResult(varianceResponses.Count > 0, varianceResponses);
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}
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public async Task<List<RideVarianceResponse>> GetVariancesAsync(Guid rideId)
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{
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var variances = await reconciliationRepo.GetVariancesByRideAsync(rideId);
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return variances.Select(ToVarianceResponse).ToList();
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}
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public async Task<RideVarianceResponse> ApproveVarianceAsync(
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Guid varianceId, ResolveVarianceRequest request, Guid userId, CancellationToken ct = default)
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{
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var variance = await reconciliationRepo.GetVarianceByIdAsync(varianceId)
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?? throw new KeyNotFoundException("Variance not found");
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if (variance.Status != VarianceStatus.Pending)
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throw new InvalidOperationException($"Variance is not in Pending status");
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var ride = await rideRepo.GetByIdAsync(variance.FK_RideId)
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?? throw new KeyNotFoundException("Ride not found");
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if (ride.Status != RideStatus.PendingClose)
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throw new InvalidOperationException($"Ride is not in PendingClose status");
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StockMovement? movement = null;
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StockBalance? balance = null;
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if (!variance.IsCash)
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{
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// adjustmentQty = -variance.VarianceQuantity
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// positive variance = short → debit vehicle (reduce stock)
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// negative variance = surplus → credit vehicle (add stock)
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var adjustmentQty = -variance.VarianceQuantity;
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balance = await stockRepo.GetBalanceAsync(variance.FK_ItemId!.Value, ride.FK_VehicleId);
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if (adjustmentQty < 0)
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{
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// Debit vehicle: FromLocationId=vehicleId, Quantity=abs(adjustmentQty)
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var absQty = Math.Abs(adjustmentQty);
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movement = new StockMovement
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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FromLocationId = ride.FK_VehicleId,
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FromLocationType = LocationType.Vehicle,
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ToLocationId = null,
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ToLocationType = null,
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Quantity = absQty,
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Type = MovementType.Adjustment,
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ReasonCode = request.ReasonCode,
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ReferenceId = variance.Id,
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CreatedAt = DateTime.Now,
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CreatedBy = userId
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};
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if (balance is not null)
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{
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balance.Quantity -= absQty;
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balance.UpdatedAt = DateTime.Now;
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}
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}
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else if (adjustmentQty > 0)
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{
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// Credit vehicle: ToLocationId=vehicleId, Quantity=adjustmentQty
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movement = new StockMovement
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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FromLocationId = null,
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FromLocationType = null,
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ToLocationId = ride.FK_VehicleId,
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ToLocationType = LocationType.Vehicle,
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Quantity = adjustmentQty,
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Type = MovementType.Adjustment,
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ReasonCode = request.ReasonCode,
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ReferenceId = variance.Id,
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CreatedAt = DateTime.Now,
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CreatedBy = userId
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};
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if (balance is not null)
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{
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balance.Quantity += adjustmentQty;
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balance.UpdatedAt = DateTime.Now;
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}
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else
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{
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balance = new StockBalance
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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LocationId = ride.FK_VehicleId,
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LocationType = LocationType.Vehicle,
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Quantity = adjustmentQty,
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UpdatedAt = DateTime.Now
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};
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}
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}
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}
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variance.Status = VarianceStatus.Approved;
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variance.ReasonCode = request.ReasonCode;
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variance.FK_ResolvedByUserId = userId;
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variance.ResolvedAt = DateTime.Now;
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await uow.BeginAsync(ct);
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try
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{
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reconciliationRepo.UpdateVariance(variance);
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if (movement is not null)
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await stockRepo.AddMovementAsync(movement);
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if (balance is not null)
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stockRepo.UpdateBalance(balance);
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await uow.CommitAsync(ct);
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}
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catch
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{
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await uow.RollbackAsync(ct);
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throw;
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}
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return ToVarianceResponse(variance);
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}
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public async Task<RideVarianceResponse> RejectVarianceAsync(
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Guid varianceId, ResolveVarianceRequest request, Guid userId, CancellationToken ct = default)
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{
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var variance = await reconciliationRepo.GetVarianceByIdAsync(varianceId)
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?? throw new KeyNotFoundException("Variance not found");
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if (variance.Status != VarianceStatus.Pending)
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throw new InvalidOperationException($"Variance is not in Pending status");
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var ride = await rideRepo.GetByIdAsync(variance.FK_RideId)
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?? throw new KeyNotFoundException("Ride not found");
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if (ride.Status != RideStatus.PendingClose)
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throw new InvalidOperationException($"Ride is not in PendingClose status");
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StockMovement? movement = null;
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StockBalance? balance = null;
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if (!variance.IsCash)
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{
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var adjustmentQty = -variance.VarianceQuantity;
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balance = await stockRepo.GetBalanceAsync(variance.FK_ItemId!.Value, ride.FK_VehicleId);
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if (adjustmentQty < 0)
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{
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var absQty = Math.Abs(adjustmentQty);
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movement = new StockMovement
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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FromLocationId = ride.FK_VehicleId,
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FromLocationType = LocationType.Vehicle,
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ToLocationId = null,
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ToLocationType = null,
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Quantity = absQty,
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Type = MovementType.Adjustment,
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ReasonCode = request.ReasonCode,
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ReferenceId = variance.Id,
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CreatedAt = DateTime.Now,
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CreatedBy = userId
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};
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if (balance is not null)
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{
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balance.Quantity -= absQty;
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balance.UpdatedAt = DateTime.Now;
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}
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}
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else if (adjustmentQty > 0)
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{
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movement = new StockMovement
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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FromLocationId = null,
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FromLocationType = null,
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ToLocationId = ride.FK_VehicleId,
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ToLocationType = LocationType.Vehicle,
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Quantity = adjustmentQty,
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Type = MovementType.Adjustment,
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ReasonCode = request.ReasonCode,
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ReferenceId = variance.Id,
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CreatedAt = DateTime.Now,
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CreatedBy = userId
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};
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if (balance is not null)
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{
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balance.Quantity += adjustmentQty;
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balance.UpdatedAt = DateTime.Now;
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}
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else
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{
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balance = new StockBalance
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{
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FK_ItemId = variance.FK_ItemId!.Value,
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LocationId = ride.FK_VehicleId,
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LocationType = LocationType.Vehicle,
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Quantity = adjustmentQty,
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UpdatedAt = DateTime.Now
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};
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}
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}
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}
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variance.Status = VarianceStatus.Rejected;
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variance.ReasonCode = request.ReasonCode;
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variance.FK_ResolvedByUserId = userId;
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variance.ResolvedAt = DateTime.Now;
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await uow.BeginAsync(ct);
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try
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{
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reconciliationRepo.UpdateVariance(variance);
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|
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if (movement is not null)
|
||||
await stockRepo.AddMovementAsync(movement);
|
||||
|
||||
if (balance is not null)
|
||||
stockRepo.UpdateBalance(balance);
|
||||
|
||||
await uow.CommitAsync(ct);
|
||||
}
|
||||
catch
|
||||
{
|
||||
await uow.RollbackAsync(ct);
|
||||
throw;
|
||||
}
|
||||
|
||||
return ToVarianceResponse(variance);
|
||||
}
|
||||
|
||||
public async Task<RideCloseSummaryResponse> CloseRideAsync(
|
||||
Guid rideId, Guid userId, CancellationToken ct = default)
|
||||
{
|
||||
var ride = await rideRepo.GetByIdAsync(rideId)
|
||||
?? throw new KeyNotFoundException("Ride not found");
|
||||
|
||||
if (ride.Status != RideStatus.PendingClose)
|
||||
throw new InvalidOperationException($"Cannot close a ride in {ride.Status} status");
|
||||
|
||||
if (await reconciliationRepo.HasPendingVariancesAsync(rideId))
|
||||
throw new InvalidOperationException("All variances must be resolved before the ride can be closed");
|
||||
|
||||
var allVariances = await reconciliationRepo.GetVariancesByRideAsync(rideId);
|
||||
var cashVariance = allVariances.FirstOrDefault(v => v.IsCash);
|
||||
|
||||
var expectedCash = cashVariance?.ExpectedQuantity ?? 0m;
|
||||
var actualCash = cashVariance?.ActualQuantity ?? 0m;
|
||||
var cashVarianceAmount = cashVariance?.VarianceQuantity ?? 0m;
|
||||
|
||||
var summary = new RideCloseSummary
|
||||
{
|
||||
FK_RideId = rideId,
|
||||
ExpectedCash = expectedCash,
|
||||
ActualCash = actualCash,
|
||||
CashVariance = cashVarianceAmount,
|
||||
FK_ClosedByUserId = userId,
|
||||
ClosedAt = DateTime.Now
|
||||
};
|
||||
|
||||
ride.Status = RideStatus.Closed;
|
||||
ride.ClosedAt = DateTime.Now;
|
||||
|
||||
await uow.BeginAsync(ct);
|
||||
try
|
||||
{
|
||||
await reconciliationRepo.AddCloseSummaryAsync(summary);
|
||||
rideRepo.Update(ride);
|
||||
await uow.CommitAsync(ct);
|
||||
}
|
||||
catch
|
||||
{
|
||||
await uow.RollbackAsync(ct);
|
||||
throw;
|
||||
}
|
||||
|
||||
return new RideCloseSummaryResponse(
|
||||
summary.Id,
|
||||
summary.FK_RideId,
|
||||
summary.ExpectedCash,
|
||||
summary.ActualCash,
|
||||
summary.CashVariance,
|
||||
summary.FK_ClosedByUserId,
|
||||
summary.ClosedAt);
|
||||
}
|
||||
|
||||
private static RideVarianceResponse ToVarianceResponse(RideVariance v) =>
|
||||
new(v.Id, v.FK_RideId, v.FK_ItemId, v.Item?.Name,
|
||||
v.IsCash, v.ExpectedQuantity, v.ActualQuantity, v.VarianceQuantity,
|
||||
v.ReasonCode, v.Status, v.FK_ResolvedByUserId, v.ResolvedAt);
|
||||
}
|
||||
Reference in New Issue
Block a user