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Implementation
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1
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2
Configuration
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3
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This commit is contained in:
Kalana B. Thilakarathna
2026-10-22 17:47:49 +05:30
parent 6e4bebb89b
commit c775146b64
52 changed files with 12003 additions and 53 deletions
+86
View File
@@ -76,6 +76,11 @@ public class AppDBContext(DbContextOptions<AppDBContext> options) : DbContext(op
public DbSet<SupplierPaymentGRN> SupplierPaymentGRNs { get; set; }
public DbSet<Notification> Notifications { get; set; }
public DbSet<NotificationRecipient> NotificationRecipients { get; set; }
public DbSet<ExpenseCategory> ExpenseCategories { get; set; }
public DbSet<ExpenseVendor> ExpenseVendors { get; set; }
public DbSet<Expense> Expenses { get; set; }
public DbSet<ExpenseAttachment> ExpenseAttachments { get; set; }
public DbSet<RecurringExpenseTemplate> RecurringExpenseTemplates { get; set; }
public DbSet<StoreCreditMovement> StoreCreditMovements { get; set; }
protected override void OnModelCreating(ModelBuilder modelBuilder)
@@ -813,7 +818,88 @@ public class AppDBContext(DbContextOptions<AppDBContext> options) : DbContext(op
modelBuilder.Entity<StoreCreditMovement>()
.HasIndex(m => new { m.FK_StoreId, m.OccurredAt });
// --- Expense ---
modelBuilder.Entity<ExpenseCategory>()
.HasOne(c => c.Parent)
.WithMany()
.HasForeignKey(c => c.FK_ParentCategoryId)
.OnDelete(DeleteBehavior.Restrict)
.IsRequired(false);
modelBuilder.Entity<ExpenseCategory>()
.Property(c => c.Name).HasMaxLength(100);
modelBuilder.Entity<ExpenseCategory>()
.Property(c => c.Code).HasMaxLength(50);
modelBuilder.Entity<ExpenseCategory>()
.HasIndex(c => new { c.FK_ParentCategoryId, c.Name }).IsUnique();
modelBuilder.Entity<ExpenseVendor>()
.Property(v => v.Name).HasMaxLength(200);
modelBuilder.Entity<ExpenseVendor>()
.HasIndex(v => v.Name).IsUnique();
modelBuilder.Entity<Expense>()
.HasOne(e => e.Category).WithMany()
.HasForeignKey(e => e.FK_CategoryId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<Expense>()
.HasOne(e => e.Warehouse).WithMany()
.HasForeignKey(e => e.FK_WarehouseId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<Expense>()
.HasOne(e => e.Vendor).WithMany()
.HasForeignKey(e => e.FK_VendorId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<Expense>()
.HasOne(e => e.BankAccount).WithMany()
.HasForeignKey(e => e.FK_BankAccountId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<Expense>()
.HasOne(e => e.ChequePage).WithMany()
.HasForeignKey(e => e.FK_ChequePageId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<Expense>()
.HasOne(e => e.RecurringTemplate).WithMany()
.HasForeignKey(e => e.FK_RecurringTemplateId)
.OnDelete(DeleteBehavior.SetNull).IsRequired(false);
modelBuilder.Entity<Expense>()
.Property(e => e.Payee).HasMaxLength(200);
modelBuilder.Entity<Expense>()
.Property(e => e.BillRef).HasMaxLength(100);
modelBuilder.Entity<Expense>()
.HasIndex(e => new { e.Status, e.BillDate });
modelBuilder.Entity<ExpenseAttachment>()
.HasOne(a => a.Expense).WithMany(e => e.Attachments)
.HasForeignKey(a => a.FK_ExpenseId)
.OnDelete(DeleteBehavior.Cascade);
modelBuilder.Entity<ExpenseAttachment>()
.Property(a => a.OriginalFileName).HasMaxLength(260);
modelBuilder.Entity<ExpenseAttachment>()
.Property(a => a.StoredPath).HasMaxLength(500);
modelBuilder.Entity<ExpenseAttachment>()
.Property(a => a.ContentType).HasMaxLength(100);
modelBuilder.Entity<RecurringExpenseTemplate>()
.HasOne(t => t.Category).WithMany()
.HasForeignKey(t => t.FK_CategoryId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<RecurringExpenseTemplate>()
.HasOne(t => t.Warehouse).WithMany()
.HasForeignKey(t => t.FK_WarehouseId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<RecurringExpenseTemplate>()
.HasOne(t => t.Vendor).WithMany()
.HasForeignKey(t => t.FK_VendorId)
.OnDelete(DeleteBehavior.Restrict).IsRequired(false);
modelBuilder.Entity<RecurringExpenseTemplate>()
.Property(t => t.Name).HasMaxLength(200);
modelBuilder.Entity<RecurringExpenseTemplate>()
.HasIndex(t => new { t.IsPaused, t.NextRunDate });
Seed.RoleAndPermissionSeed.Apply(modelBuilder);
Seed.ExpenseSeed.Apply(modelBuilder);
Seed.MasterDataSeed.Apply(modelBuilder);
Seed.OperationsDataSeed.Apply(modelBuilder);
Seed.ProcurementSeed.Apply(modelBuilder);
+61
View File
@@ -0,0 +1,61 @@
using Distribution.Models;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Data.Seed;
public static class ExpenseSeed
{
private static readonly DateTime SeedDate = new(2026, 10, 21);
// Top-level categories
private static readonly Guid CatSalaries = new("30000000-0000-0000-0000-000000000001");
private static readonly Guid CatUtilities = new("30000000-0000-0000-0000-000000000002");
private static readonly Guid CatRent = new("30000000-0000-0000-0000-000000000003");
private static readonly Guid CatVehicle = new("30000000-0000-0000-0000-000000000004");
private static readonly Guid CatOffice = new("30000000-0000-0000-0000-000000000005");
private static readonly Guid CatBankFees = new("30000000-0000-0000-0000-000000000006");
private static readonly Guid CatMisc = new("30000000-0000-0000-0000-000000000007");
public static void Apply(ModelBuilder modelBuilder)
{
modelBuilder.Entity<ExpenseCategory>().HasData(
// Top-level
new ExpenseCategory { Id = CatSalaries, Name = "Salaries", Code = "SAL", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatUtilities, Name = "Utilities", Code = "UTL", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatRent, Name = "Rent", Code = "RNT", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatVehicle, Name = "Vehicle", Code = "VEH", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatOffice, Name = "Office", Code = "OFF", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatBankFees, Name = "Bank Fees", Code = "BNK", CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = CatMisc, Name = "Miscellaneous", Code = "MSC", CreatedAt = SeedDate, IsActive = true },
// Titles under Salaries
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000101"), Name = "Basic Salary", FK_ParentCategoryId = CatSalaries, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000102"), Name = "Bonus", FK_ParentCategoryId = CatSalaries, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000103"), Name = "Overtime", FK_ParentCategoryId = CatSalaries, CreatedAt = SeedDate, IsActive = true },
// Titles under Utilities
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000201"), Name = "Electricity", FK_ParentCategoryId = CatUtilities, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000202"), Name = "Water", FK_ParentCategoryId = CatUtilities, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000203"), Name = "Internet", FK_ParentCategoryId = CatUtilities, CreatedAt = SeedDate, IsActive = true },
// Titles under Rent
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000301"), Name = "Warehouse Rent", FK_ParentCategoryId = CatRent, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000302"), Name = "Office Rent", FK_ParentCategoryId = CatRent, CreatedAt = SeedDate, IsActive = true },
// Titles under Vehicle
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000401"), Name = "Fuel", FK_ParentCategoryId = CatVehicle, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000402"), Name = "Maintenance", FK_ParentCategoryId = CatVehicle, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000403"), Name = "Insurance", FK_ParentCategoryId = CatVehicle, CreatedAt = SeedDate, IsActive = true },
// Titles under Office
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000501"), Name = "Stationery", FK_ParentCategoryId = CatOffice, CreatedAt = SeedDate, IsActive = true },
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000502"), Name = "Cleaning", FK_ParentCategoryId = CatOffice, CreatedAt = SeedDate, IsActive = true },
// Titles under Bank Fees
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000601"), Name = "Service Charges", FK_ParentCategoryId = CatBankFees, CreatedAt = SeedDate, IsActive = true },
// Titles under Misc
new ExpenseCategory { Id = new("30000000-0000-0000-0000-000000000701"), Name = "Other", FK_ParentCategoryId = CatMisc, CreatedAt = SeedDate, IsActive = true }
);
}
}
@@ -68,6 +68,13 @@ public static class RoleAndPermissionSeed
private static readonly Guid PermSupplierClaimManage= new("20000000-0000-0000-0000-000000000048");
private static readonly Guid PermSysConfigView = new("20000000-0000-0000-0000-000000000049");
private static readonly Guid PermSysConfigManage = new("20000000-0000-0000-0000-000000000050");
private static readonly Guid PermExpenseView = new("20000000-0000-0000-0000-000000000051");
private static readonly Guid PermExpenseCreate = new("20000000-0000-0000-0000-000000000052");
private static readonly Guid PermExpensePost = new("20000000-0000-0000-0000-000000000053");
private static readonly Guid PermExpensePay = new("20000000-0000-0000-0000-000000000054");
private static readonly Guid PermExpenseVoid = new("20000000-0000-0000-0000-000000000055");
private static readonly Guid PermExpenseManageCats = new("20000000-0000-0000-0000-000000000056");
private static readonly Guid PermExpenseManageRec = new("20000000-0000-0000-0000-000000000057");
public static void Apply(ModelBuilder modelBuilder)
{
@@ -134,7 +141,14 @@ public static class RoleAndPermissionSeed
new Permission { Id = PermSupplierClaimView, Code = "supplier-claim.view", Description = "View supplier claims", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermSupplierClaimManage,Code = "supplier-claim.manage", Description = "Create and resolve supplier claims", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermSysConfigView, Code = "sys-config.view", Description = "View system configuration settings", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermSysConfigManage, Code = "sys-config.manage", Description = "Update system configuration settings", CreatedAt = SeedDate, IsActive = true }
new Permission { Id = PermSysConfigManage, Code = "sys-config.manage", Description = "Update system configuration settings", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpenseView, Code = "expense.view", Description = "View expenses, categories, vendors and recurring templates", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpenseCreate, Code = "expense.create", Description = "Create and edit draft expenses", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpensePost, Code = "expense.post", Description = "Post a draft expense (approve it)", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpensePay, Code = "expense.pay", Description = "Pay a posted expense (debit a bank account or issue a cheque)", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpenseVoid, Code = "expense.void", Description = "Void an expense", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpenseManageCats, Code = "expense.manage_categories", Description = "Manage expense categories, titles and vendors", CreatedAt = SeedDate, IsActive = true },
new Permission { Id = PermExpenseManageRec, Code = "expense.manage_recurring", Description = "Manage recurring expense templates", CreatedAt = SeedDate, IsActive = true }
);
// SuperAdmin gets every permission
@@ -191,7 +205,14 @@ public static class RoleAndPermissionSeed
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermSupplierClaimView, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermSupplierClaimManage,CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermSysConfigView, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermSysConfigManage, CreatedAt = SeedDate, IsActive = true }
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermSysConfigManage, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpenseView, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpenseCreate, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpensePost, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpensePay, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpenseVoid, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpenseManageCats, CreatedAt = SeedDate, IsActive = true },
new RolePermission { FK_RoleId = SuperAdminRoleId, FK_PermissionId = PermExpenseManageRec, CreatedAt = SeedDate, IsActive = true }
);
}
}
@@ -0,0 +1,35 @@
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
namespace Distribution.Features.Expense;
[ApiController]
public class ExpenseAttachmentController(ExpenseAttachmentService service) : ControllerBase
{
[HttpPost("api/expenses/{expenseId:guid}/attachments")]
[Authorize("expense.create")]
[RequestSizeLimit(10 * 1024 * 1024)]
public async Task<IActionResult> Upload(Guid expenseId, IFormFile file, CancellationToken ct)
{
try
{
var result = await service.UploadAsync(expenseId, file, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpGet("api/expense-attachments/{id:guid}/download")]
[Authorize("expense.view")]
public async Task<IActionResult> Download(Guid id, CancellationToken ct)
{
var result = await service.DownloadAsync(id, ct);
if (result is null) return NotFound();
return File(result.Value.Stream, result.Value.ContentType, result.Value.FileName);
}
[HttpDelete("api/expense-attachments/{id:guid}")]
[Authorize("expense.create")]
public async Task<IActionResult> Delete(Guid id, CancellationToken ct) =>
await service.DeleteAsync(id, ct) ? NoContent() : NotFound();
}
@@ -0,0 +1,108 @@
using Distribution.Data;
using Distribution.Infra.Authorization;
using Distribution.Infra.UoW;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.Expense;
public class ExpenseAttachmentService(
AppDBContext context,
IConfiguration config,
IUnitOfWork uow,
ICurrentUserService currentUser)
{
private const long MaxBytes = 10 * 1024 * 1024;
private static readonly string[] AllowedExtensions = [".pdf", ".jpg", ".jpeg", ".png", ".webp"];
private static readonly string[] AllowedContentTypes =
["application/pdf", "image/jpeg", "image/jpg", "image/png", "image/webp"];
private string AttachmentsRoot =>
config["Expense:AttachmentsRoot"]
?? throw new InvalidOperationException("Expense:AttachmentsRoot is not configured");
public async Task<ExpenseAttachmentResponse?> UploadAsync(Guid expenseId, IFormFile file, CancellationToken ct)
{
var expense = await context.Expenses.FirstOrDefaultAsync(e => e.Id == expenseId && e.IsActive, ct);
if (expense is null) return null;
if (file is null || file.Length == 0)
throw new InvalidOperationException("File is empty");
if (file.Length > MaxBytes)
throw new InvalidOperationException($"File exceeds the {MaxBytes / (1024 * 1024)}MB limit");
var ext = Path.GetExtension(file.FileName).ToLowerInvariant();
if (!AllowedExtensions.Contains(ext))
throw new InvalidOperationException($"File type '{ext}' is not allowed");
if (!AllowedContentTypes.Contains(file.ContentType.ToLowerInvariant()))
throw new InvalidOperationException($"Content type '{file.ContentType}' is not allowed");
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
var now = DateTime.Now;
var relativeDir = Path.Combine(now.Year.ToString("D4"), now.Month.ToString("D2"));
var absoluteDir = Path.Combine(AttachmentsRoot, relativeDir);
Directory.CreateDirectory(absoluteDir);
var storedName = $"{Guid.NewGuid()}{ext}";
var absolutePath = Path.Combine(absoluteDir, storedName);
await using (var stream = File.Create(absolutePath))
{
await file.CopyToAsync(stream, ct);
}
var attachment = new Models.ExpenseAttachment
{
FK_ExpenseId = expenseId,
OriginalFileName = file.FileName,
StoredPath = absolutePath,
ContentType = file.ContentType,
SizeBytes = file.Length,
UploadedByUserId = userId
};
await uow.BeginAsync(ct);
try
{
await context.ExpenseAttachments.AddAsync(attachment, ct);
await uow.CommitAsync(ct);
}
catch
{
await uow.RollbackAsync(ct);
try { File.Delete(absolutePath); } catch { }
throw;
}
return new ExpenseAttachmentResponse(attachment.Id, attachment.OriginalFileName,
attachment.ContentType, attachment.SizeBytes, attachment.CreatedAt);
}
public async Task<(Stream Stream, string ContentType, string FileName)?> DownloadAsync(Guid attachmentId, CancellationToken ct)
{
var a = await context.ExpenseAttachments.FirstOrDefaultAsync(x => x.Id == attachmentId && x.IsActive, ct);
if (a is null) return null;
if (!File.Exists(a.StoredPath)) return null;
var stream = File.OpenRead(a.StoredPath);
return (stream, a.ContentType, a.OriginalFileName);
}
public async Task<bool> DeleteAsync(Guid attachmentId, CancellationToken ct)
{
var a = await context.ExpenseAttachments.FirstOrDefaultAsync(x => x.Id == attachmentId && x.IsActive, ct);
if (a is null) return false;
a.IsActive = false;
await uow.BeginAsync(ct);
try { context.ExpenseAttachments.Update(a); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
// Best-effort file removal — keep DB soft-delete even if the file is gone.
try { File.Delete(a.StoredPath); } catch { }
return true;
}
}
@@ -0,0 +1,109 @@
using Distribution.Infra.Authorization;
using Distribution.Models;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
namespace Distribution.Features.Expense;
[ApiController]
[Route("api/expenses")]
public class ExpenseController(
ExpenseService service,
IPermissionService permissions,
ICurrentUserService currentUser) : ControllerBase
{
private async Task<bool> HasAsync(string code)
{
if (currentUser.RoleId is not { } roleId) return false;
return await permissions.HasPermissionAsync(roleId, code);
}
[HttpGet]
[Authorize("expense.view")]
public async Task<IActionResult> List(
[FromQuery] ExpenseStatus? status,
[FromQuery] Guid? categoryId,
[FromQuery] Guid? warehouseId,
[FromQuery] DateTime? from,
[FromQuery] DateTime? to,
[FromQuery] int page = 1,
[FromQuery] int pageSize = 20) =>
Ok(await service.ListAsync(status, categoryId, warehouseId, from, to, page, pageSize));
[HttpGet("{id:guid}")]
[Authorize("expense.view")]
public async Task<IActionResult> Get(Guid id)
{
var result = await service.GetAsync(id);
return result is null ? NotFound() : Ok(result);
}
/// <summary>
/// Create endpoint takes a required ?action= query to drive the 4 form buttons:
/// draft → Save draft; post → Save & post (requires expense.post); pay → Save & pay
/// (requires expense.post + expense.pay). Draft is the default.
/// </summary>
[HttpPost]
[Authorize("expense.create")]
public async Task<IActionResult> Create(
CreateExpenseRequest request,
[FromQuery] ExpenseAction action = ExpenseAction.Draft,
CancellationToken ct = default)
{
if (action is ExpenseAction.Post or ExpenseAction.Pay && !await HasAsync("expense.post"))
return Forbid();
if (action == ExpenseAction.Pay && !await HasAsync("expense.pay"))
return Forbid();
try { return Ok(await service.CreateAsync(request, action, ct)); }
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPut("{id:guid}")]
[Authorize("expense.create")]
public async Task<IActionResult> UpdateDraft(Guid id, UpdateExpenseDraftRequest request, CancellationToken ct)
{
try
{
var result = await service.UpdateDraftAsync(id, request, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPost("{id:guid}/post")]
[Authorize("expense.post")]
public async Task<IActionResult> Post(Guid id, CancellationToken ct)
{
try
{
var result = await service.PostAsync(id, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPost("{id:guid}/pay")]
[Authorize("expense.pay")]
public async Task<IActionResult> Pay(Guid id, ExpensePaymentRequest request, CancellationToken ct)
{
try
{
var result = await service.PayAsync(id, request, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPost("{id:guid}/void")]
[Authorize("expense.void")]
public async Task<IActionResult> Void(Guid id, VoidExpenseRequest request, CancellationToken ct)
{
try
{
var result = await service.VoidAsync(id, request?.Reason, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
}
@@ -0,0 +1,77 @@
using Distribution.Models;
namespace Distribution.Features.Expense;
public record ExpensePaymentRequest(
PaymentMethod Method,
Guid? BankAccountId,
Guid? ChequePageId);
public record CreateExpenseRequest(
Guid CategoryId,
Guid? WarehouseId,
decimal Amount,
DateTime BillDate,
DateTime? DueDate,
DateTime? PeriodCovered,
Guid? VendorId,
string? Payee,
string? BillRef,
string? Description,
/// <summary>Required when action = Pay. Ignored for Draft / Post.</summary>
ExpensePaymentRequest? Payment);
public record UpdateExpenseDraftRequest(
Guid CategoryId,
Guid? WarehouseId,
decimal Amount,
DateTime BillDate,
DateTime? DueDate,
DateTime? PeriodCovered,
Guid? VendorId,
string? Payee,
string? BillRef,
string? Description);
public record VoidExpenseRequest(string? Reason);
public record ExpenseAttachmentResponse(
Guid Id,
string OriginalFileName,
string ContentType,
long SizeBytes,
DateTime CreatedAt);
public record ExpenseResponse(
Guid Id,
Guid CategoryId,
string CategoryName,
Guid? ParentCategoryId,
string? ParentCategoryName,
Guid? WarehouseId,
string? WarehouseName,
decimal Amount,
DateTime BillDate,
DateTime? DueDate,
DateTime? PeriodCovered,
Guid? VendorId,
string? VendorName,
string? Payee,
string? BillRef,
string? Description,
ExpenseStatus Status,
PaymentMethod? Method,
Guid? BankAccountId,
Guid? ChequePageId,
string? ChequeNo,
DateTime? PaidAt,
Guid RecordedByUserId,
Guid? PostedByUserId,
Guid? PaidByUserId,
Guid? VoidedByUserId,
string? VoidReason,
Guid? RecurringTemplateId,
List<ExpenseAttachmentResponse> Attachments,
DateTime CreatedAt);
public record PagedExpensesResponse(List<ExpenseResponse> Items, int Page, int PageSize, int Total);
@@ -0,0 +1,50 @@
using Distribution.Data;
using Distribution.Models;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.Expense;
public class ExpenseRepository(AppDBContext context) : IExpenseRepository
{
private IQueryable<Models.Expense> Base() =>
context.Expenses
.Include(e => e.Category!).ThenInclude(c => c.Parent)
.Include(e => e.Warehouse)
.Include(e => e.Vendor)
.Include(e => e.ChequePage)
.Include(e => e.Attachments.Where(a => a.IsActive));
public async Task<Models.Expense?> GetByIdAsync(Guid id) =>
await Base().FirstOrDefaultAsync(e => e.Id == id && e.IsActive);
private IQueryable<Models.Expense> Filtered(
ExpenseStatus? status, Guid? categoryId, Guid? warehouseId, DateTime? from, DateTime? to) =>
Base()
.Where(e => e.IsActive)
.Where(e => !status.HasValue || e.Status == status)
.Where(e => !categoryId.HasValue
|| e.FK_CategoryId == categoryId
|| e.Category!.FK_ParentCategoryId == categoryId)
.Where(e => !warehouseId.HasValue || e.FK_WarehouseId == warehouseId)
.Where(e => !from.HasValue || e.BillDate >= from)
.Where(e => !to.HasValue || e.BillDate <= to);
public async Task<List<Models.Expense>> ListAsync(
ExpenseStatus? status, Guid? categoryId, Guid? warehouseId, DateTime? from, DateTime? to,
int page, int pageSize) =>
await Filtered(status, categoryId, warehouseId, from, to)
.OrderByDescending(e => e.BillDate)
.Skip((page - 1) * pageSize)
.Take(pageSize)
.ToListAsync();
public async Task<int> CountAsync(
ExpenseStatus? status, Guid? categoryId, Guid? warehouseId, DateTime? from, DateTime? to) =>
await Filtered(status, categoryId, warehouseId, from, to).CountAsync();
public async Task AddAsync(Models.Expense entity) =>
await context.Expenses.AddAsync(entity);
public void Update(Models.Expense entity) =>
context.Expenses.Update(entity);
}
@@ -0,0 +1,269 @@
using Distribution.Data;
using Distribution.Features.BankAccount;
using Distribution.Features.ChequeBook;
using Distribution.Infra.Authorization;
using Distribution.Infra.UoW;
using Distribution.Models;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.Expense;
public class ExpenseService(
AppDBContext context,
IExpenseRepository repo,
IBankAccountRepository bankAccountRepo,
IChequeBookRepository chequeBookRepo,
IUnitOfWork uow,
ICurrentUserService currentUser)
{
private static ExpenseAttachmentResponse MapAttachment(Models.ExpenseAttachment a) =>
new(a.Id, a.OriginalFileName, a.ContentType, a.SizeBytes, a.CreatedAt);
private static ExpenseResponse ToResponse(Models.Expense e) =>
new(e.Id,
e.FK_CategoryId, e.Category?.Name ?? string.Empty,
e.Category?.FK_ParentCategoryId, e.Category?.Parent?.Name,
e.FK_WarehouseId, e.Warehouse?.Name,
e.Amount, e.BillDate, e.DueDate, e.PeriodCovered,
e.FK_VendorId, e.Vendor?.Name,
e.Payee, e.BillRef, e.Description,
e.Status, e.Method, e.FK_BankAccountId, e.FK_ChequePageId, e.ChequePage?.ChequeNo,
e.PaidAt,
e.RecordedByUserId, e.PostedByUserId, e.PaidByUserId, e.VoidedByUserId, e.VoidReason,
e.FK_RecurringTemplateId,
e.Attachments.Where(a => a.IsActive).Select(MapAttachment).ToList(),
e.CreatedAt);
public async Task<PagedExpensesResponse> ListAsync(
ExpenseStatus? status, Guid? categoryId, Guid? warehouseId, DateTime? from, DateTime? to,
int page, int pageSize)
{
if (page < 1) page = 1;
if (pageSize < 1 || pageSize > 200) pageSize = 20;
var items = await repo.ListAsync(status, categoryId, warehouseId, from, to, page, pageSize);
var total = await repo.CountAsync(status, categoryId, warehouseId, from, to);
return new PagedExpensesResponse(items.Select(ToResponse).ToList(), page, pageSize, total);
}
public async Task<ExpenseResponse?> GetAsync(Guid id)
{
var e = await repo.GetByIdAsync(id);
return e is null ? null : ToResponse(e);
}
public async Task<ExpenseResponse> CreateAsync(CreateExpenseRequest request, ExpenseAction action, CancellationToken ct = default)
{
ValidateBase(request);
var category = await context.ExpenseCategories.Include(c => c.Parent)
.FirstOrDefaultAsync(c => c.Id == request.CategoryId && c.IsActive, ct)
?? throw new InvalidOperationException("Category not found");
if (category.FK_ParentCategoryId is null)
throw new InvalidOperationException("Pick a specific title under a category, not the category itself");
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
var entity = new Models.Expense
{
FK_CategoryId = request.CategoryId,
FK_WarehouseId = request.WarehouseId,
Amount = request.Amount,
BillDate = request.BillDate.Date,
DueDate = request.DueDate?.Date,
PeriodCovered = request.PeriodCovered?.Date,
FK_VendorId = request.VendorId,
Payee = request.Payee,
BillRef = request.BillRef,
Description = request.Description,
RecordedByUserId = userId,
Status = ExpenseStatus.Draft
};
await uow.BeginAsync(ct);
try
{
await repo.AddAsync(entity);
if (action is ExpenseAction.Post or ExpenseAction.Pay)
{
entity.Status = ExpenseStatus.Posted;
entity.PostedByUserId = userId;
entity.PostedAt = DateTime.Now;
}
if (action == ExpenseAction.Pay)
{
if (request.Payment is null)
throw new InvalidOperationException("Payment details are required when action = Pay");
await ApplyPaymentAsync(entity, request.Payment, userId, ct);
}
await uow.CommitAsync(ct);
}
catch { await uow.RollbackAsync(ct); throw; }
return ToResponse((await repo.GetByIdAsync(entity.Id))!);
}
public async Task<ExpenseResponse?> UpdateDraftAsync(Guid id, UpdateExpenseDraftRequest request, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
if (entity.Status != ExpenseStatus.Draft)
throw new InvalidOperationException("Only Draft expenses can be edited");
if (request.Amount <= 0) throw new InvalidOperationException("Amount must be greater than zero");
entity.FK_CategoryId = request.CategoryId;
entity.FK_WarehouseId = request.WarehouseId;
entity.Amount = request.Amount;
entity.BillDate = request.BillDate.Date;
entity.DueDate = request.DueDate?.Date;
entity.PeriodCovered = request.PeriodCovered?.Date;
entity.FK_VendorId = request.VendorId;
entity.Payee = request.Payee;
entity.BillRef = request.BillRef;
entity.Description = request.Description;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return ToResponse((await repo.GetByIdAsync(id))!);
}
public async Task<ExpenseResponse?> PostAsync(Guid id, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
if (entity.Status != ExpenseStatus.Draft)
throw new InvalidOperationException("Only Draft expenses can be posted");
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
entity.Status = ExpenseStatus.Posted;
entity.PostedByUserId = userId;
entity.PostedAt = DateTime.Now;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return ToResponse((await repo.GetByIdAsync(id))!);
}
public async Task<ExpenseResponse?> PayAsync(Guid id, ExpensePaymentRequest payment, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
if (entity.Status != ExpenseStatus.Posted)
throw new InvalidOperationException("Only Posted expenses can be paid");
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
await uow.BeginAsync(ct);
try
{
await ApplyPaymentAsync(entity, payment, userId, ct);
await uow.CommitAsync(ct);
}
catch { await uow.RollbackAsync(ct); throw; }
return ToResponse((await repo.GetByIdAsync(id))!);
}
public async Task<ExpenseResponse?> VoidAsync(Guid id, string? reason, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
if (entity.Status == ExpenseStatus.Void)
throw new InvalidOperationException("Already voided");
if (entity.Status == ExpenseStatus.Paid)
throw new InvalidOperationException("Paid expenses cannot be voided — issue a reversing entry instead");
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
entity.Status = ExpenseStatus.Void;
entity.VoidedByUserId = userId;
entity.VoidedAt = DateTime.Now;
entity.VoidReason = reason;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return ToResponse((await repo.GetByIdAsync(id))!);
}
// ─── helpers ──────────────────────────────────────────────────────────────
private static void ValidateBase(CreateExpenseRequest request)
{
if (request.Amount <= 0) throw new InvalidOperationException("Amount must be greater than zero");
if (request.DueDate.HasValue && request.DueDate.Value.Date < request.BillDate.Date)
throw new InvalidOperationException("Due date cannot be earlier than bill date");
}
/// <summary>
/// Settles payment: Cash → debit a BankAccount (incl. petty cash which is just a Cash account);
/// Cheque → consume an Unused ChequePage from an Active cheque book.
/// </summary>
private async Task ApplyPaymentAsync(Models.Expense entity, ExpensePaymentRequest payment, Guid userId, CancellationToken ct)
{
if (payment.Method == PaymentMethod.Credit)
throw new InvalidOperationException("Credit is not a valid method for expense payments");
if (payment.Method == PaymentMethod.Cash)
{
if (payment.BankAccountId is null)
throw new InvalidOperationException("BankAccountId is required when Method is Cash");
var account = await bankAccountRepo.GetByIdAsync(payment.BankAccountId.Value)
?? throw new InvalidOperationException("BankAccountId does not reference a valid account");
if (account.IsActive is false)
throw new InvalidOperationException("The selected account is inactive");
entity.FK_BankAccountId = account.Id;
}
else // Cheque
{
if (payment.ChequePageId is null)
throw new InvalidOperationException("ChequePageId is required when Method is Cheque");
var page = await context.ChequePages
.Include(p => p.ChequeBook)
.FirstOrDefaultAsync(p => p.Id == payment.ChequePageId.Value, ct)
?? throw new InvalidOperationException("ChequePageId does not reference a valid cheque page");
if (page.IssueStatus != ChequePageIssueStatus.Unused)
throw new InvalidOperationException($"Cannot issue a cheque in status '{page.IssueStatus}'");
if (page.ChequeBook is null || page.ChequeBook.Status != ChequeBookStatus.Active)
throw new InvalidOperationException("The cheque book is not active");
page.IssueStatus = ChequePageIssueStatus.Issued;
page.PayeeType = PayeeType.Other;
page.PayeeName = entity.Payee ?? entity.Vendor?.Name ?? "Expense";
page.IssueDate = DateTime.Now;
page.Amount = entity.Amount;
page.CurrencyCode = "LKR";
page.PrintedAt = DateTime.Now;
chequeBookRepo.UpdatePage(page);
entity.FK_ChequePageId = page.Id;
entity.ChequePage = page;
}
entity.Method = payment.Method;
entity.Status = ExpenseStatus.Paid;
entity.PaidByUserId = userId;
entity.PaidAt = DateTime.Now;
// TODO ledger: when accounting is wired in, post a journal entry here —
// Debit Expense (category)
// Credit Cash/Bank (BankAccount) OR Cheques-outstanding (for Cheque payments)
}
}
@@ -0,0 +1,24 @@
using Distribution.Models;
namespace Distribution.Features.Expense;
public interface IExpenseRepository
{
Task<Models.Expense?> GetByIdAsync(Guid id);
Task<List<Models.Expense>> ListAsync(
ExpenseStatus? status,
Guid? categoryId,
Guid? warehouseId,
DateTime? from,
DateTime? to,
int page,
int pageSize);
Task<int> CountAsync(
ExpenseStatus? status,
Guid? categoryId,
Guid? warehouseId,
DateTime? from,
DateTime? to);
Task AddAsync(Models.Expense entity);
void Update(Models.Expense entity);
}
@@ -0,0 +1,29 @@
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
namespace Distribution.Features.ExpenseCategory;
[ApiController]
[Route("api/expense-categories")]
public class ExpenseCategoryController(ExpenseCategoryService service) : ControllerBase
{
[HttpGet]
[Authorize("expense.view")]
public async Task<IActionResult> Tree() => Ok(await service.GetTreeAsync());
[HttpPost]
[Authorize("expense.manage_categories")]
public async Task<IActionResult> Create(CreateExpenseCategoryRequest request, CancellationToken ct)
{
try { return Ok(await service.CreateAsync(request, ct)); }
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPut("{id:guid}")]
[Authorize("expense.manage_categories")]
public async Task<IActionResult> Update(Guid id, UpdateExpenseCategoryRequest request, CancellationToken ct)
{
var result = await service.UpdateAsync(id, request, ct);
return result is null ? NotFound() : Ok(result);
}
}
@@ -0,0 +1,19 @@
namespace Distribution.Features.ExpenseCategory;
public record ExpenseCategoryResponse(
Guid Id,
string Name,
string? Code,
Guid? ParentCategoryId,
bool IsActive,
List<ExpenseCategoryResponse> Children);
public record CreateExpenseCategoryRequest(
string Name,
string? Code,
Guid? ParentCategoryId);
public record UpdateExpenseCategoryRequest(
string Name,
string? Code,
bool IsActive);
@@ -0,0 +1,19 @@
using Distribution.Data;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.ExpenseCategory;
public class ExpenseCategoryRepository(AppDBContext context) : IExpenseCategoryRepository
{
public async Task<Models.ExpenseCategory?> GetByIdAsync(Guid id) =>
await context.ExpenseCategories.FirstOrDefaultAsync(c => c.Id == id);
public async Task<List<Models.ExpenseCategory>> GetAllAsync() =>
await context.ExpenseCategories.OrderBy(c => c.FK_ParentCategoryId).ThenBy(c => c.Name).ToListAsync();
public async Task AddAsync(Models.ExpenseCategory entity) =>
await context.ExpenseCategories.AddAsync(entity);
public void Update(Models.ExpenseCategory entity) =>
context.ExpenseCategories.Update(entity);
}
@@ -0,0 +1,64 @@
using Distribution.Infra.UoW;
namespace Distribution.Features.ExpenseCategory;
public class ExpenseCategoryService(IExpenseCategoryRepository repo, IUnitOfWork uow)
{
public async Task<List<ExpenseCategoryResponse>> GetTreeAsync()
{
var all = await repo.GetAllAsync();
var byParent = all.ToLookup(c => c.FK_ParentCategoryId);
return all
.Where(c => c.FK_ParentCategoryId is null)
.Select(c => Map(c, byParent))
.ToList();
}
private static ExpenseCategoryResponse Map(Models.ExpenseCategory c, ILookup<Guid?, Models.ExpenseCategory> byParent) =>
new(c.Id, c.Name, c.Code, c.FK_ParentCategoryId, c.IsActive,
byParent[c.Id].Select(child => Map(child, byParent)).ToList());
public async Task<ExpenseCategoryResponse> CreateAsync(CreateExpenseCategoryRequest request, CancellationToken ct = default)
{
if (string.IsNullOrWhiteSpace(request.Name))
throw new InvalidOperationException("Name is required");
if (request.ParentCategoryId is { } parentId)
{
var parent = await repo.GetByIdAsync(parentId)
?? throw new InvalidOperationException("Parent category not found");
if (parent.FK_ParentCategoryId is not null)
throw new InvalidOperationException("Only two levels are allowed — cannot nest under a title");
}
var entity = new Models.ExpenseCategory
{
Name = request.Name.Trim(),
Code = string.IsNullOrWhiteSpace(request.Code) ? null : request.Code.Trim(),
FK_ParentCategoryId = request.ParentCategoryId
};
await uow.BeginAsync(ct);
try { await repo.AddAsync(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return new ExpenseCategoryResponse(entity.Id, entity.Name, entity.Code, entity.FK_ParentCategoryId, entity.IsActive, []);
}
public async Task<ExpenseCategoryResponse?> UpdateAsync(Guid id, UpdateExpenseCategoryRequest request, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
entity.Name = request.Name.Trim();
entity.Code = string.IsNullOrWhiteSpace(request.Code) ? null : request.Code.Trim();
entity.IsActive = request.IsActive;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return new ExpenseCategoryResponse(entity.Id, entity.Name, entity.Code, entity.FK_ParentCategoryId, entity.IsActive, []);
}
}
@@ -0,0 +1,11 @@
using Distribution.Models;
namespace Distribution.Features.ExpenseCategory;
public interface IExpenseCategoryRepository
{
Task<Models.ExpenseCategory?> GetByIdAsync(Guid id);
Task<List<Models.ExpenseCategory>> GetAllAsync();
Task AddAsync(Models.ExpenseCategory entity);
void Update(Models.ExpenseCategory entity);
}
@@ -0,0 +1,37 @@
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
namespace Distribution.Features.ExpenseVendor;
[ApiController]
[Route("api/expense-vendors")]
public class ExpenseVendorController(ExpenseVendorService service) : ControllerBase
{
[HttpGet]
[Authorize("expense.view")]
public async Task<IActionResult> List(
[FromQuery] string? search,
[FromQuery] int page = 1,
[FromQuery] int pageSize = 50) =>
Ok(await service.ListAsync(search, page, pageSize));
[HttpPost]
[Authorize("expense.manage_categories")]
public async Task<IActionResult> Create(CreateExpenseVendorRequest request, CancellationToken ct)
{
try { return Ok(await service.CreateAsync(request, ct)); }
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPut("{id:guid}")]
[Authorize("expense.manage_categories")]
public async Task<IActionResult> Update(Guid id, UpdateExpenseVendorRequest request, CancellationToken ct)
{
try
{
var result = await service.UpdateAsync(id, request, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
}
@@ -0,0 +1,7 @@
namespace Distribution.Features.ExpenseVendor;
public record ExpenseVendorResponse(Guid Id, string Name, string? ContactInfo, bool IsActive);
public record CreateExpenseVendorRequest(string Name, string? ContactInfo);
public record UpdateExpenseVendorRequest(string Name, string? ContactInfo, bool IsActive);
@@ -0,0 +1,31 @@
using Distribution.Data;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.ExpenseVendor;
public class ExpenseVendorRepository(AppDBContext context) : IExpenseVendorRepository
{
public async Task<Models.ExpenseVendor?> GetByIdAsync(Guid id) =>
await context.ExpenseVendors.FirstOrDefaultAsync(v => v.Id == id);
public async Task<List<Models.ExpenseVendor>> ListAsync(string? search, int page, int pageSize) =>
await context.ExpenseVendors
.Where(v => v.IsActive && (search == null || v.Name.Contains(search)))
.OrderBy(v => v.Name)
.Skip((page - 1) * pageSize)
.Take(pageSize)
.ToListAsync();
public async Task<int> CountAsync(string? search) =>
await context.ExpenseVendors
.CountAsync(v => v.IsActive && (search == null || v.Name.Contains(search)));
public async Task<bool> NameExistsAsync(string name, Guid? excludeId) =>
await context.ExpenseVendors.AnyAsync(v => v.Name == name && (excludeId == null || v.Id != excludeId));
public async Task AddAsync(Models.ExpenseVendor entity) =>
await context.ExpenseVendors.AddAsync(entity);
public void Update(Models.ExpenseVendor entity) =>
context.ExpenseVendors.Update(entity);
}
@@ -0,0 +1,59 @@
using Distribution.Infra.UoW;
namespace Distribution.Features.ExpenseVendor;
public record PagedExpenseVendorsResponse(List<ExpenseVendorResponse> Items, int Page, int PageSize, int Total);
public class ExpenseVendorService(IExpenseVendorRepository repo, IUnitOfWork uow)
{
private static ExpenseVendorResponse Map(Models.ExpenseVendor v) =>
new(v.Id, v.Name, v.ContactInfo, v.IsActive);
public async Task<PagedExpenseVendorsResponse> ListAsync(string? search, int page, int pageSize)
{
if (page < 1) page = 1;
if (pageSize < 1 || pageSize > 200) pageSize = 50;
search = string.IsNullOrWhiteSpace(search) ? null : search.Trim();
var items = await repo.ListAsync(search, page, pageSize);
var total = await repo.CountAsync(search);
return new PagedExpenseVendorsResponse(items.Select(Map).ToList(), page, pageSize, total);
}
public async Task<ExpenseVendorResponse> CreateAsync(CreateExpenseVendorRequest request, CancellationToken ct = default)
{
var name = (request.Name ?? "").Trim();
if (string.IsNullOrEmpty(name)) throw new InvalidOperationException("Name is required");
if (await repo.NameExistsAsync(name, null))
throw new InvalidOperationException("A vendor with this name already exists");
var entity = new Models.ExpenseVendor { Name = name, ContactInfo = request.ContactInfo };
await uow.BeginAsync(ct);
try { await repo.AddAsync(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return Map(entity);
}
public async Task<ExpenseVendorResponse?> UpdateAsync(Guid id, UpdateExpenseVendorRequest request, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
var name = (request.Name ?? "").Trim();
if (string.IsNullOrEmpty(name)) throw new InvalidOperationException("Name is required");
if (await repo.NameExistsAsync(name, id))
throw new InvalidOperationException("A vendor with this name already exists");
entity.Name = name;
entity.ContactInfo = request.ContactInfo;
entity.IsActive = request.IsActive;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return Map(entity);
}
}
@@ -0,0 +1,11 @@
namespace Distribution.Features.ExpenseVendor;
public interface IExpenseVendorRepository
{
Task<Models.ExpenseVendor?> GetByIdAsync(Guid id);
Task<List<Models.ExpenseVendor>> ListAsync(string? search, int page, int pageSize);
Task<int> CountAsync(string? search);
Task<bool> NameExistsAsync(string name, Guid? excludeId);
Task AddAsync(Models.ExpenseVendor entity);
void Update(Models.ExpenseVendor entity);
}
@@ -0,0 +1,11 @@
namespace Distribution.Features.RecurringExpense;
public interface IRecurringExpenseRepository
{
Task<Models.RecurringExpenseTemplate?> GetByIdAsync(Guid id);
Task<List<Models.RecurringExpenseTemplate>> ListAsync(int page, int pageSize);
Task<int> CountAsync();
Task<List<Models.RecurringExpenseTemplate>> ListDueAsync(DateTime asOf);
Task AddAsync(Models.RecurringExpenseTemplate entity);
void Update(Models.RecurringExpenseTemplate entity);
}
@@ -0,0 +1,52 @@
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
namespace Distribution.Features.RecurringExpense;
public record ToggleRequest(bool Paused);
[ApiController]
[Route("api/recurring-expenses")]
public class RecurringExpenseController(RecurringExpenseService service) : ControllerBase
{
[HttpGet]
[Authorize("expense.view")]
public async Task<IActionResult> List([FromQuery] int page = 1, [FromQuery] int pageSize = 20) =>
Ok(await service.ListAsync(page, pageSize));
[HttpPost]
[Authorize("expense.manage_recurring")]
public async Task<IActionResult> Create(CreateRecurringExpenseRequest request, CancellationToken ct)
{
try { return Ok(await service.CreateAsync(request, ct)); }
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPut("{id:guid}")]
[Authorize("expense.manage_recurring")]
public async Task<IActionResult> Update(Guid id, UpdateRecurringExpenseRequest request, CancellationToken ct)
{
try
{
var result = await service.UpdateAsync(id, request, ct);
return result is null ? NotFound() : Ok(result);
}
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
[HttpPost("{id:guid}/toggle")]
[Authorize("expense.manage_recurring")]
public async Task<IActionResult> Toggle(Guid id, ToggleRequest body, CancellationToken ct)
{
var result = await service.ToggleAsync(id, body.Paused, ct);
return result is null ? NotFound() : Ok(result);
}
[HttpPost("run-due")]
[Authorize("expense.manage_recurring")]
public async Task<IActionResult> RunDue(CancellationToken ct)
{
try { return Ok(await service.RunDueAsync(ct)); }
catch (InvalidOperationException ex) { return BadRequest(new { error = ex.Message }); }
}
}
@@ -0,0 +1,60 @@
using Distribution.Models;
namespace Distribution.Features.RecurringExpense;
public record CreateRecurringExpenseRequest(
string Name,
Guid CategoryId,
Guid? WarehouseId,
Guid? VendorId,
decimal Amount,
string? Payee,
string? Description,
RecurringFrequency Frequency,
int? DayOfMonth,
int? DayOfWeek,
DateTime StartDate,
DateTime? EndDate,
bool AutoPost);
public record UpdateRecurringExpenseRequest(
string Name,
Guid CategoryId,
Guid? WarehouseId,
Guid? VendorId,
decimal Amount,
string? Payee,
string? Description,
RecurringFrequency Frequency,
int? DayOfMonth,
int? DayOfWeek,
DateTime StartDate,
DateTime? EndDate,
bool AutoPost);
public record RecurringExpenseResponse(
Guid Id,
string Name,
Guid CategoryId,
string CategoryName,
Guid? WarehouseId,
string? WarehouseName,
Guid? VendorId,
string? VendorName,
decimal Amount,
string? Payee,
string? Description,
RecurringFrequency Frequency,
int? DayOfMonth,
int? DayOfWeek,
DateTime StartDate,
DateTime? EndDate,
DateTime NextRunDate,
bool AutoPost,
bool IsPaused,
bool IsActive,
DateTime CreatedAt);
public record PagedRecurringExpensesResponse(List<RecurringExpenseResponse> Items, int Page, int PageSize, int Total);
public record RunDueResponse(int Generated, List<Guid> ExpenseIds);
@@ -0,0 +1,39 @@
using Distribution.Data;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.RecurringExpense;
public class RecurringExpenseRepository(AppDBContext context) : IRecurringExpenseRepository
{
private IQueryable<Models.RecurringExpenseTemplate> Base() =>
context.RecurringExpenseTemplates
.Include(t => t.Category)
.Include(t => t.Warehouse)
.Include(t => t.Vendor);
public async Task<Models.RecurringExpenseTemplate?> GetByIdAsync(Guid id) =>
await Base().FirstOrDefaultAsync(t => t.Id == id);
public async Task<List<Models.RecurringExpenseTemplate>> ListAsync(int page, int pageSize) =>
await Base()
.Where(t => t.IsActive)
.OrderBy(t => t.IsPaused).ThenBy(t => t.NextRunDate)
.Skip((page - 1) * pageSize)
.Take(pageSize)
.ToListAsync();
public async Task<int> CountAsync() =>
await context.RecurringExpenseTemplates.CountAsync(t => t.IsActive);
public async Task<List<Models.RecurringExpenseTemplate>> ListDueAsync(DateTime asOf) =>
await Base()
.Where(t => t.IsActive && !t.IsPaused && t.NextRunDate <= asOf
&& (t.EndDate == null || t.EndDate >= asOf))
.ToListAsync();
public async Task AddAsync(Models.RecurringExpenseTemplate entity) =>
await context.RecurringExpenseTemplates.AddAsync(entity);
public void Update(Models.RecurringExpenseTemplate entity) =>
context.RecurringExpenseTemplates.Update(entity);
}
@@ -0,0 +1,183 @@
using Distribution.Data;
using Distribution.Infra.Authorization;
using Distribution.Infra.UoW;
using Distribution.Models;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Features.RecurringExpense;
public class RecurringExpenseService(
AppDBContext context,
IRecurringExpenseRepository repo,
IUnitOfWork uow,
ICurrentUserService currentUser)
{
private static RecurringExpenseResponse Map(Models.RecurringExpenseTemplate t) =>
new(t.Id, t.Name,
t.FK_CategoryId, t.Category?.Name ?? string.Empty,
t.FK_WarehouseId, t.Warehouse?.Name,
t.FK_VendorId, t.Vendor?.Name,
t.Amount, t.Payee, t.Description,
t.Frequency, t.DayOfMonth, t.DayOfWeek,
t.StartDate, t.EndDate, t.NextRunDate, t.AutoPost, t.IsPaused, t.IsActive, t.CreatedAt);
public async Task<PagedRecurringExpensesResponse> ListAsync(int page, int pageSize)
{
if (page < 1) page = 1;
if (pageSize < 1 || pageSize > 200) pageSize = 20;
var items = await repo.ListAsync(page, pageSize);
var total = await repo.CountAsync();
return new PagedRecurringExpensesResponse(items.Select(Map).ToList(), page, pageSize, total);
}
public async Task<RecurringExpenseResponse> CreateAsync(CreateRecurringExpenseRequest request, CancellationToken ct = default)
{
ValidateSchedule(request.Frequency, request.DayOfMonth, request.DayOfWeek);
if (request.Amount <= 0) throw new InvalidOperationException("Amount must be greater than zero");
var category = await context.ExpenseCategories.FirstOrDefaultAsync(c => c.Id == request.CategoryId && c.IsActive, ct)
?? throw new InvalidOperationException("Category not found");
if (category.FK_ParentCategoryId is null)
throw new InvalidOperationException("Pick a specific title under a category");
var entity = new Models.RecurringExpenseTemplate
{
Name = request.Name.Trim(),
FK_CategoryId = request.CategoryId,
FK_WarehouseId = request.WarehouseId,
FK_VendorId = request.VendorId,
Amount = request.Amount,
Payee = request.Payee,
Description = request.Description,
Frequency = request.Frequency,
DayOfMonth = request.DayOfMonth,
DayOfWeek = request.DayOfWeek,
StartDate = request.StartDate.Date,
EndDate = request.EndDate?.Date,
NextRunDate = request.StartDate.Date,
AutoPost = request.AutoPost
};
await uow.BeginAsync(ct);
try { await repo.AddAsync(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return Map((await repo.GetByIdAsync(entity.Id))!);
}
public async Task<RecurringExpenseResponse?> UpdateAsync(Guid id, UpdateRecurringExpenseRequest request, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
ValidateSchedule(request.Frequency, request.DayOfMonth, request.DayOfWeek);
if (request.Amount <= 0) throw new InvalidOperationException("Amount must be greater than zero");
entity.Name = request.Name.Trim();
entity.FK_CategoryId = request.CategoryId;
entity.FK_WarehouseId = request.WarehouseId;
entity.FK_VendorId = request.VendorId;
entity.Amount = request.Amount;
entity.Payee = request.Payee;
entity.Description = request.Description;
entity.Frequency = request.Frequency;
entity.DayOfMonth = request.DayOfMonth;
entity.DayOfWeek = request.DayOfWeek;
entity.StartDate = request.StartDate.Date;
entity.EndDate = request.EndDate?.Date;
entity.AutoPost = request.AutoPost;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return Map((await repo.GetByIdAsync(id))!);
}
public async Task<RecurringExpenseResponse?> ToggleAsync(Guid id, bool paused, CancellationToken ct = default)
{
var entity = await repo.GetByIdAsync(id);
if (entity is null) return null;
entity.IsPaused = paused;
await uow.BeginAsync(ct);
try { repo.Update(entity); await uow.CommitAsync(ct); }
catch { await uow.RollbackAsync(ct); throw; }
return Map(entity);
}
/// <summary>
/// Materializes every active, non-paused template whose NextRunDate ≤ today
/// into an Expense row, then advances NextRunDate by one period. Idempotent
/// per call — advances only after a successful insert.
/// </summary>
public async Task<RunDueResponse> RunDueAsync(CancellationToken ct = default)
{
var today = DateTime.Today;
var due = await repo.ListDueAsync(today);
if (due.Count == 0) return new RunDueResponse(0, []);
var userId = currentUser.UserId
?? throw new InvalidOperationException("Authenticated user is required");
var createdIds = new List<Guid>();
await uow.BeginAsync(ct);
try
{
foreach (var t in due)
{
var expense = new Models.Expense
{
FK_CategoryId = t.FK_CategoryId,
FK_WarehouseId = t.FK_WarehouseId,
FK_VendorId = t.FK_VendorId,
Amount = t.Amount,
BillDate = t.NextRunDate,
PeriodCovered = new DateTime(t.NextRunDate.Year, t.NextRunDate.Month, 1),
Payee = t.Payee,
Description = t.Description,
Status = t.AutoPost ? ExpenseStatus.Posted : ExpenseStatus.Draft,
RecordedByUserId = userId,
PostedByUserId = t.AutoPost ? userId : null,
PostedAt = t.AutoPost ? DateTime.Now : null,
FK_RecurringTemplateId = t.Id
};
await context.Expenses.AddAsync(expense, ct);
createdIds.Add(expense.Id);
t.NextRunDate = AdvanceNext(t.NextRunDate, t.Frequency);
repo.Update(t);
}
await uow.CommitAsync(ct);
}
catch { await uow.RollbackAsync(ct); throw; }
return new RunDueResponse(createdIds.Count, createdIds);
}
private static DateTime AdvanceNext(DateTime from, RecurringFrequency freq) => freq switch
{
RecurringFrequency.Weekly => from.AddDays(7),
RecurringFrequency.Monthly => from.AddMonths(1),
RecurringFrequency.Quarterly => from.AddMonths(3),
RecurringFrequency.Yearly => from.AddYears(1),
_ => throw new InvalidOperationException($"Unknown frequency {freq}")
};
private static void ValidateSchedule(RecurringFrequency freq, int? dayOfMonth, int? dayOfWeek)
{
if (freq == RecurringFrequency.Weekly)
{
if (dayOfWeek is null or < 0 or > 6)
throw new InvalidOperationException("DayOfWeek (0-6) is required for Weekly");
}
else
{
if (dayOfMonth is null or < 1 or > 31)
throw new InvalidOperationException("DayOfMonth (1-31) is required for Monthly/Quarterly/Yearly");
}
}
}
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+6
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@@ -68,4 +68,10 @@ namespace Distribution.Models
public enum ReceivedChequeStatusAction { Deposit, Clear, Return, Cancel }
public enum ReceivedFromType { Customer, Supplier, Other }
public enum ExpenseStatus { Draft, Posted, Paid, Void }
public enum ExpenseAction { Draft, Post, Pay }
public enum RecurringFrequency { Weekly, Monthly, Quarterly, Yearly }
}
+63
View File
@@ -0,0 +1,63 @@
using System.ComponentModel.DataAnnotations.Schema;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Models
{
public class Expense : Template
{
/// <summary>Leaf category (Title). Parent is the user-facing Category group.</summary>
public Guid FK_CategoryId { get; set; }
[ForeignKey("FK_CategoryId")]
public ExpenseCategory? Category { get; set; }
/// <summary>Branch the expense is attributed to. Null = company-wide.</summary>
public Guid? FK_WarehouseId { get; set; }
[ForeignKey("FK_WarehouseId")]
public Warehouse? Warehouse { get; set; }
[Precision(18, 2)]
public decimal Amount { get; set; }
public DateTime BillDate { get; set; }
public DateTime? DueDate { get; set; }
/// <summary>First day of the month the expense covers (YYYY-MM-01).</summary>
public DateTime? PeriodCovered { get; set; }
public Guid? FK_VendorId { get; set; }
[ForeignKey("FK_VendorId")]
public ExpenseVendor? Vendor { get; set; }
public string? Payee { get; set; }
public string? BillRef { get; set; }
public string? Description { get; set; }
public ExpenseStatus Status { get; set; } = ExpenseStatus.Draft;
/// <summary>Payment settlement — null until Status transitions to Paid.</summary>
public PaymentMethod? Method { get; set; }
public Guid? FK_BankAccountId { get; set; }
[ForeignKey("FK_BankAccountId")]
public BankAccount? BankAccount { get; set; }
public Guid? FK_ChequePageId { get; set; }
[ForeignKey("FK_ChequePageId")]
public ChequePage? ChequePage { get; set; }
public DateTime? PaidAt { get; set; }
public Guid RecordedByUserId { get; set; }
public Guid? PostedByUserId { get; set; }
public DateTime? PostedAt { get; set; }
public Guid? PaidByUserId { get; set; }
public Guid? VoidedByUserId { get; set; }
public DateTime? VoidedAt { get; set; }
public string? VoidReason { get; set; }
/// <summary>Null for manually-entered expenses; set when generated by run-due.</summary>
public Guid? FK_RecurringTemplateId { get; set; }
[ForeignKey("FK_RecurringTemplateId")]
public RecurringExpenseTemplate? RecurringTemplate { get; set; }
public ICollection<ExpenseAttachment> Attachments { get; set; } = [];
}
}
+21
View File
@@ -0,0 +1,21 @@
using System.ComponentModel.DataAnnotations.Schema;
namespace Distribution.Models
{
public class ExpenseAttachment : Template
{
public Guid FK_ExpenseId { get; set; }
[ForeignKey("FK_ExpenseId")]
public Expense? Expense { get; set; }
public string OriginalFileName { get; set; } = string.Empty;
/// <summary>Absolute path on disk. Served through a streaming endpoint, never statically.</summary>
public string StoredPath { get; set; } = string.Empty;
public string ContentType { get; set; } = string.Empty;
public long SizeBytes { get; set; }
public Guid UploadedByUserId { get; set; }
}
}
+18
View File
@@ -0,0 +1,18 @@
using System.ComponentModel.DataAnnotations.Schema;
namespace Distribution.Models
{
/// <summary>
/// Two-level tree: top-level categories (e.g. "Salaries", "Utilities") and
/// child "titles" (e.g. "Bonus", "Electricity"). Expenses link to a leaf (Title).
/// </summary>
public class ExpenseCategory : Template
{
public string Name { get; set; } = string.Empty;
public string? Code { get; set; }
public Guid? FK_ParentCategoryId { get; set; }
[ForeignKey("FK_ParentCategoryId")]
public ExpenseCategory? Parent { get; set; }
}
}
+12
View File
@@ -0,0 +1,12 @@
namespace Distribution.Models
{
/// <summary>
/// Lightweight vendor directory used only by the Expenses module. Kept
/// separate from Supplier (which has performance scores, PO/GRN linkage).
/// </summary>
public class ExpenseVendor : Template
{
public string Name { get; set; } = string.Empty;
public string? ContactInfo { get; set; }
}
}
@@ -0,0 +1,47 @@
using System.ComponentModel.DataAnnotations.Schema;
using Microsoft.EntityFrameworkCore;
namespace Distribution.Models
{
/// <summary>
/// Blueprint for a recurring expense. Materialized into Expense rows by
/// POST /api/recurring-expenses/run-due based on NextRunDate.
/// </summary>
public class RecurringExpenseTemplate : Template
{
public string Name { get; set; } = string.Empty;
public Guid FK_CategoryId { get; set; }
[ForeignKey("FK_CategoryId")]
public ExpenseCategory? Category { get; set; }
public Guid? FK_WarehouseId { get; set; }
[ForeignKey("FK_WarehouseId")]
public Warehouse? Warehouse { get; set; }
public Guid? FK_VendorId { get; set; }
[ForeignKey("FK_VendorId")]
public ExpenseVendor? Vendor { get; set; }
[Precision(18, 2)]
public decimal Amount { get; set; }
public string? Payee { get; set; }
public string? Description { get; set; }
public RecurringFrequency Frequency { get; set; }
/// <summary>1..31 for Monthly/Quarterly/Yearly. Ignored for Weekly.</summary>
public int? DayOfMonth { get; set; }
/// <summary>0..6 (Sun=0) for Weekly. Ignored otherwise.</summary>
public int? DayOfWeek { get; set; }
public DateTime StartDate { get; set; }
public DateTime? EndDate { get; set; }
public DateTime NextRunDate { get; set; }
/// <summary>When true, generated expenses jump straight to Posted; otherwise Draft.</summary>
public bool AutoPost { get; set; }
public bool IsPaused { get; set; }
}
}
+13
View File
@@ -31,6 +31,10 @@ using Distribution.Features.Scheme;
using Distribution.Features.Store;
using Distribution.Features.Supplier;
using Distribution.Features.SupplierPayment;
using Distribution.Features.Expense;
using Distribution.Features.ExpenseCategory;
using Distribution.Features.ExpenseVendor;
using Distribution.Features.RecurringExpense;
using Distribution.Features.Sync;
using Distribution.Features.Uom;
using Distribution.Features.User;
@@ -103,6 +107,10 @@ builder.Services.AddScoped<IBankAccountRepository, BankAccountRepository>();
builder.Services.AddScoped<IChequeBookRepository, ChequeBookRepository>();
builder.Services.AddScoped<IReceivedChequeRepository, ReceivedChequeRepository>();
builder.Services.AddScoped<ISupplierPaymentRepository, SupplierPaymentRepository>();
builder.Services.AddScoped<IExpenseCategoryRepository, ExpenseCategoryRepository>();
builder.Services.AddScoped<IExpenseVendorRepository, ExpenseVendorRepository>();
builder.Services.AddScoped<IExpenseRepository, ExpenseRepository>();
builder.Services.AddScoped<IRecurringExpenseRepository, RecurringExpenseRepository>();
builder.Services.AddScoped<Distribution.Features.StoreCredit.IStoreCreditMovementRepository, Distribution.Features.StoreCredit.StoreCreditMovementRepository>();
builder.Services.AddScoped<RegionService>();
@@ -143,6 +151,11 @@ builder.Services.AddScoped<BankAccountService>();
builder.Services.AddScoped<ChequeBookService>();
builder.Services.AddScoped<ReceivedChequeService>();
builder.Services.AddScoped<SupplierPaymentService>();
builder.Services.AddScoped<ExpenseCategoryService>();
builder.Services.AddScoped<ExpenseVendorService>();
builder.Services.AddScoped<ExpenseService>();
builder.Services.AddScoped<ExpenseAttachmentService>();
builder.Services.AddScoped<RecurringExpenseService>();
builder.Services.AddScoped<SysConfigService>();
builder.Services.AddScoped<INotificationRepository, NotificationRepository>();
+5
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@@ -0,0 +1,5 @@
{
"Expense": {
"AttachmentsRoot": "/home/distribution/core/assets/expenses"
}
}
+5
View File
@@ -26,6 +26,11 @@
"StoreManagement": {
"UnverifiedKycOrderThreshold": 0
},
"Expense": {
// Dev default. Production overrides to /home/distribution/core/assets/expenses
// via appsettings.Production.json or an ENV var.
"AttachmentsRoot": "D:\\erp-storage\\expenses"
},
"AuthService": {
"BaseUrl": ""
}