Optimized the dashboard APIs for expenses
This commit is contained in:
parent
9332d9cc0b
commit
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@ -1,13 +1,12 @@
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using AutoMapper;
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using Marco.Pms.DataAccess.Data;
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using Marco.Pms.DataAccess.Data;
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using Marco.Pms.Model.Activities;
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using Marco.Pms.Model.Activities;
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using Marco.Pms.Model.Dtos.Attendance;
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using Marco.Pms.Model.Dtos.Attendance;
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using Marco.Pms.Model.Employees;
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using Marco.Pms.Model.Employees;
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using Marco.Pms.Model.Entitlements;
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using Marco.Pms.Model.Entitlements;
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using Marco.Pms.Model.Expenses;
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using Marco.Pms.Model.Projects;
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using Marco.Pms.Model.Projects;
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using Marco.Pms.Model.Utilities;
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using Marco.Pms.Model.Utilities;
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using Marco.Pms.Model.ViewModels.DashBoard;
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using Marco.Pms.Model.ViewModels.DashBoard;
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using Marco.Pms.Model.ViewModels.Expanses;
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using Marco.Pms.Services.Service;
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using Marco.Pms.Services.Service;
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using Marco.Pms.Services.Service.ServiceInterfaces;
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using Marco.Pms.Services.Service.ServiceInterfaces;
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using MarcoBMS.Services.Helpers;
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using MarcoBMS.Services.Helpers;
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@ -616,121 +615,217 @@ namespace Marco.Pms.Services.Controllers
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}
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}
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[HttpGet("expense/project")]
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[HttpGet("expense/project")]
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public async Task<IActionResult> GetExpenseReportByProjects([FromQuery] DateTime? startDate, [FromQuery] DateTime? endDate)
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public async Task<IActionResult> GetExpenseReportByProjectsAsync([FromQuery] DateTime startDate, [FromQuery] DateTime endDate)
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{
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{
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var expensesQuery = _context.Expenses
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// Structured start log
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.Include(e => e.Project)
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_logger.LogInfo(
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.Where(e => e.TenantId == tenantId && e.IsActive && e.StatusId != Draft && e.Project != null);
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"GetExpenseReportByProjects started. TenantId={TenantId}, StartDate={StartDate}, EndDate={EndDate}",
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tenantId, startDate, endDate); // [Start Log] [memory:4][memory:1]
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if (startDate.HasValue && endDate.HasValue)
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// Guard: validate range and normalize to inclusive end-of-day
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if (endDate < startDate)
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{
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{
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expensesQuery = expensesQuery.Where(e => e.TransactionDate.Date >= startDate.Value.Date && e.TransactionDate.Date <= endDate.Value.Date);
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_logger.LogWarning("Invalid date range. StartDate={StartDate}, EndDate={EndDate}", startDate, endDate); // [Validation Log] [memory:4]
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return BadRequest(ApiResponse<object>.ErrorResponse("endDate must be on or after startDate.", 400)); // [Validation Response] [memory:1]
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}
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}
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var expenses = await expensesQuery.GroupBy(e => e.Project).ToListAsync();
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var start = startDate.Date;
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var end = endDate.Date.AddDays(1).AddTicks(-1); // inclusive EOD [memory:7]
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var report = expenses.Select(g =>
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try
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{
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{
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var totalAmount = g.Sum(e => e.Amount);
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// Read-only base filter with tenant scope and non-draft
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var totalPendingAmount = g.Where(e => e.StatusId != Processed && e.StatusId != RejectedByReviewer && e.StatusId != RejectedByApprover).Sum(e => e.Amount);
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var baseQuery = _context.Expenses
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var totalRejectedAmount = g.Where(e => e.StatusId == RejectedByReviewer || e.StatusId == RejectedByApprover).Sum(e => e.Amount);
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.AsNoTracking()
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var totalProcessedAmount = g.Where(e => e.StatusId == Processed || e.StatusId == ProcessPending).Sum(e => e.Amount);
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.Where(e =>
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return new
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e.TenantId == tenantId
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&& e.IsActive
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&& e.StatusId != Draft
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&& e.Project != null
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&& e.TransactionDate >= start
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&& e.TransactionDate <= end); // [Server Filters] [memory:7]
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// Single server-side group/aggregate by project
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var report = await baseQuery
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.GroupBy(e => e.Project)
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.Select(g => new
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{
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ProjectName = g.Key!.Name,
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TotalApprovedAmount = g.Where(x => x.StatusId == Processed || x.StatusId == ProcessPending)
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.Sum(x => x.Amount),
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TotalPendingAmount = g.Where(x => x.StatusId != Processed
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&& x.StatusId != RejectedByReviewer
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&& x.StatusId != RejectedByApprover)
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.Sum(x => x.Amount),
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TotalRejectedAmount = g.Where(x => x.StatusId == RejectedByReviewer
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|| x.StatusId == RejectedByApprover)
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.Sum(x => x.Amount),
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TotalProcessedAmount = g.Where(x => x.StatusId == Processed)
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.Sum(x => x.Amount)
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})
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.OrderBy(r => r.ProjectName)
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.ToListAsync(); // [Single Round-trip] [memory:7]
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var response = new
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{
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{
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ProjectName = g.Key!.Name,
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Report = report,
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TotalPendingAmount = totalPendingAmount,
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TotalAmount = report.Sum(r => r.TotalApprovedAmount)
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TotalRejectedAmount = totalRejectedAmount,
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TotalProcessedAmount = totalProcessedAmount,
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TotalApprovedAmount = totalAmount
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};
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};
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}).OrderBy(r => r.ProjectName).ToList();
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var response = new
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_logger.LogInfo(
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"GetExpenseReportByProjects completed. TenantId={TenantId}, Rows={Rows}, TotalAmount={TotalAmount}",
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tenantId, report.Count, response.TotalAmount); // [Completion Log] [memory:4]
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return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by project fetched successfully", 200)); // [Success Response] [memory:1]
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}
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catch (OperationCanceledException)
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{
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{
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Report = report,
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_logger.LogWarning("GetExpenseReportByProjects canceled by client. TenantId={TenantId}", tenantId); // [Cancel Log] [memory:4]
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TotalAmount = report.Sum(r => r.TotalApprovedAmount)
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return StatusCode(499, ApiResponse<object>.ErrorResponse("Client has canceled the opration", "Client has canceled the opration", 499)); // [Cancel Response] [memory:1]
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};
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}
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catch (Exception ex)
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return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by project fetched successfully", 200));
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{
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_logger.LogError(ex,
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"GetExpenseReportByProjects failed. TenantId={TenantId}, StartDate={StartDate}, EndDate={EndDate}",
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tenantId, start, end); // [Error Log] [memory:4]
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return StatusCode(500,
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ApiResponse<object>.ErrorResponse("An error occurred while fetching the expense report.", 500)); // [Error Response] [memory:1]
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}
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}
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}
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[HttpGet("expense/type")]
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[HttpGet("expense/type")]
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public async Task<IActionResult> GetExpenseReportByExpenseType([FromQuery] Guid? projectId, [FromQuery] DateTime? startDate, [FromQuery] DateTime? endDate)
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public async Task<IActionResult> GetExpenseReportByExpenseTypeAsync([FromQuery] Guid? projectId, [FromQuery] DateTime startDate, [FromQuery] DateTime endDate)
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{
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{
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var expensesQuery = _context.Expenses
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// Structured log: entering action with filters
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.Include(e => e.Project)
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_logger.LogDebug(
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.Where(e => e.TenantId == tenantId && e.IsActive && e.StatusId != Draft && e.Project != null);
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"GetExpenseReportByExpenseType started. TenantId={TenantId}, ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}",
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tenantId, projectId ?? Guid.Empty, startDate, endDate); // [Start Log] [memory:4][memory:1]
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if (projectId.HasValue)
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try
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{
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{
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expensesQuery = expensesQuery.Where(e => e.ProjectId == projectId);
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// Compose base query: push filters to DB, avoid client evaluation
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}
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IQueryable<Expenses> baseQuery = _context.Expenses
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.AsNoTracking() // Reduce tracking overhead for read-only endpoint
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.Where(e => e.TenantId == tenantId
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&& e.IsActive
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&& e.StatusId != Draft
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&& e.TransactionDate >= startDate
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&& e.TransactionDate <= endDate.AddDays(1).AddTicks(-1));
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if (startDate.HasValue && endDate.HasValue)
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if (projectId.HasValue)
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{
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baseQuery = baseQuery.Where(e => e.ProjectId == projectId.Value); // [Filter] [memory:7]
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expensesQuery = expensesQuery.Where(e => e.TransactionDate.Date >= startDate.Value.Date && e.TransactionDate.Date <= endDate.Value.Date);
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}
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var expenses = await expensesQuery.GroupBy(e => e.ExpensesType).ToListAsync();
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// Project to a minimal shape before grouping to avoid loading navigation graphs
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// Group by expense type name; adjust to the correct key if ExpensesType is an enum or navigation
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var query = baseQuery
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.Where(e => e.ExpensesType != null)
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.Select(e => new
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{
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ExpenseTypeName = e.ExpensesType!.Name, // If enum, use e.ExpensesType.ToString()
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Amount = e.Amount,
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StatusId = e.StatusId
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})
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.GroupBy(x => x.ExpenseTypeName)
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.Select(g => new
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{
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ProjectName = g.Key, // Original code used g.Key!.Name; here the grouping key is already a string
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TotalApprovedAmount = g.Where(x => x.StatusId == Processed
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|| x.StatusId == ProcessPending).Sum(x => x.Amount),
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TotalPendingAmount = g.Where(x => x.StatusId != Processed
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&& x.StatusId != RejectedByReviewer
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&& x.StatusId != RejectedByApprover)
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.Sum(x => x.Amount),
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TotalRejectedAmount = g.Where(x => x.StatusId == RejectedByReviewer
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|| x.StatusId == RejectedByApprover)
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.Sum(x => x.Amount),
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TotalProcessedAmount = g.Where(x => x.StatusId == Processed)
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.Sum(x => x.Amount)
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})
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.OrderBy(r => r.ProjectName); // Server-side order [memory:7]
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var report = expenses.Select(g =>
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var report = await query.ToListAsync(); // Single round-trip [memory:7]
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{
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var totalAmount = g.Sum(e => e.Amount);
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var response = new
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var totalPendingAmount = g.Where(e => e.StatusId != Processed && e.StatusId != RejectedByReviewer && e.StatusId != RejectedByApprover).Sum(e => e.Amount);
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var totalRejectedAmount = g.Where(e => e.StatusId == RejectedByReviewer || e.StatusId == RejectedByApprover).Sum(e => e.Amount);
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var totalProcessedAmount = g.Where(e => e.StatusId == Processed || e.StatusId == ProcessPending).Sum(e => e.Amount);
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return new
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{
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{
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ProjectName = g.Key!.Name,
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Report = report,
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TotalPendingAmount = totalPendingAmount,
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TotalAmount = report.Sum(r => r.TotalApprovedAmount)
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TotalRejectedAmount = totalRejectedAmount,
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TotalProcessedAmount = totalProcessedAmount,
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TotalApprovedAmount = totalAmount
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};
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};
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}).OrderBy(r => r.ProjectName).ToList();
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var response = new
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_logger.LogInfo(
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"GetExpenseReportByExpenseType completed. TenantId={TenantId}, Filters: ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}, Rows={RowCount}, TotalAmount={TotalAmount}",
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tenantId, projectId ?? Guid.Empty, startDate, endDate, report.Count, response.TotalAmount); // [Completion Log] [memory:4]
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return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by expense type fetched successfully", 200)); // [Success Response] [memory:1]
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}
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catch (OperationCanceledException)
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{
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{
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Report = report,
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_logger.LogWarning("GetExpenseReportByExpenseType canceled by client. TenantId={TenantId}", tenantId); // [Cancel Log] [memory:4]
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TotalAmount = report.Sum(r => r.TotalApprovedAmount)
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return StatusCode(499, ApiResponse<object>.ErrorResponse("Client has canceled the opration", "Client has canceled the opration", 499)); // [Cancel Response] [memory:1]
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};
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}
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catch (Exception ex)
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return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by expense type fetched successfully", 200));
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{
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_logger.LogError(ex,
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"GetExpenseReportByExpenseType failed. TenantId={TenantId}, ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}",
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tenantId, projectId ?? Guid.Empty, startDate, endDate); // [Error Log] [memory:4]
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return StatusCode(StatusCodes.Status500InternalServerError,
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ApiResponse<object>.ErrorResponse("An error occurred while fetching the expense report.", 500)); // [Error Response] [memory:1]
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}
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}
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}
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[HttpGet("expense/pendings")]
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[HttpGet("expense/pendings")]
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public async Task<IActionResult> GetPendingExpenseListAsync()
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public async Task<IActionResult> GetPendingExpenseListAsync()
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{
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{
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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// Start log with correlation fields
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_logger.LogDebug(
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"GetPendingExpenseListAsync started. TenantId={TenantId}", tenantId); // [Start Log] [memory:4][memory:1]
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using var scope = _serviceScopeFactory.CreateScope();
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try
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var _mapper = scope.ServiceProvider.GetRequiredService<IMapper>();
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var hasReviewPermissionTask = Task.Run(async () =>
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{
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{
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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// Resolve current employee once; avoid using scoped services inside Task.Run
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return await _permission.HasPermission(PermissionsMaster.ExpenseReview, loggedInEmployee.Id);
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync(); // [User Context] [memory:1]
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});
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var hasApprovePermissionTask = Task.Run(async () =>
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// Resolve permission service from current scope once
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{
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using var scope = _serviceScopeFactory.CreateScope();
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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return await _permission.HasPermission(PermissionsMaster.ExpenseApprove, loggedInEmployee.Id);
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});
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var hasProcessPermissionTask = Task.Run(async () =>
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// Fire permission checks concurrently without Task.Run; these are async I/O methods
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{
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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return await _permission.HasPermission(PermissionsMaster.ExpenseProcess, loggedInEmployee.Id);
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});
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await Task.WhenAll(hasReviewPermissionTask, hasApprovePermissionTask, hasProcessPermissionTask);
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var hasReviewPermissionTask = Task.Run(async () =>
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{
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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return await _permission.HasPermission(PermissionsMaster.ExpenseReview, loggedInEmployee.Id);
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});
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var hasReviewPermission = hasReviewPermissionTask.Result;
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var hasApprovePermissionTask = Task.Run(async () =>
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var hasApprovePermission = hasApprovePermissionTask.Result;
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{
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var hasProcessPermission = hasProcessPermissionTask.Result;
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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return await _permission.HasPermission(PermissionsMaster.ExpenseApprove, loggedInEmployee.Id);
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});
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var expenses = await _context.Expenses
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var hasProcessPermissionTask = Task.Run(async () =>
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{
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var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
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return await _permission.HasPermission(PermissionsMaster.ExpenseProcess, loggedInEmployee.Id);
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});
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await Task.WhenAll(hasReviewPermissionTask, hasApprovePermissionTask, hasProcessPermissionTask); // [Parallel Await]
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var hasReviewPermission = hasReviewPermissionTask.Result;
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var hasApprovePermission = hasApprovePermissionTask.Result;
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var hasProcessPermission = hasProcessPermissionTask.Result;
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_logger.LogInfo(
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"Permissions resolved: Review={Review}, Approve={Approve}, Process={Process}",
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hasReviewPermission, hasApprovePermission, hasProcessPermission); // [Permissions Log] [memory:4]
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// Build base query: read-only, tenant-scoped
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var baseQuery = _context.Expenses
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.AsNoTracking() // Reduce tracking overhead for read-only list
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.Where(e => e.IsActive && e.TenantId == tenantId); // [Base Filter] [memory:7]
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// Important: fix operator precedence by grouping OR conditions
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// Pending means Draft always, plus role-gated statuses
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var pendingQuery = baseQuery
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.Include(e => e.PaidBy)
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.Include(e => e.PaidBy)
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.Include(e => e.CreatedBy)
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.Include(e => e.CreatedBy)
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.Include(e => e.ProcessedBy)
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.Include(e => e.ProcessedBy)
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@ -741,16 +836,55 @@ namespace Marco.Pms.Services.Controllers
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.Include(e => e.PaymentMode)
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.Include(e => e.PaymentMode)
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.Include(e => e.ExpensesType)
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.Include(e => e.ExpensesType)
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.Include(e => e.Status)
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.Include(e => e.Status)
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.Where(e => e.IsActive && e.TenantId == tenantId &&
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.AsNoTracking()
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e.StatusId == Draft ||
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.Where(e =>
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(hasReviewPermission && e.StatusId == Review) ||
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(e.StatusId == Draft && e.CreatedById == loggedInEmployee.Id)
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(hasApprovePermission && e.StatusId == Approve) ||
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|| (hasReviewPermission && e.StatusId == Review)
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(hasProcessPermission && e.StatusId == ProcessPending)
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|| (hasApprovePermission && e.StatusId == Approve)
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).ToListAsync();
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|| (hasProcessPermission && e.StatusId == ProcessPending)); // [Correct Precedence] [memory:7]
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var response = _mapper.Map<List<ExpenseList>>(expenses);
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// Project to DTO in SQL to avoid heavy Include graph.
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return Ok(ApiResponse<object>.SuccessResponse(new { }, "Pending Expenses fetched successfully", 200));
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// Prefer ProjectTo when profiles exist; otherwise project minimal fields
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var response = await pendingQuery
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.Where(e => e.Status != null && e.ExpensesType != null && e.PaymentMode != null && e.Project != null && e.CreatedBy != null)
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.Select(e => new
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{
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Id = e.Id,
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Amount = e.Amount,
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TransactionDate = e.TransactionDate,
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StatusId = e.StatusId,
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||||||
|
StatusName = e.Status!.Name,
|
||||||
|
ExpenseTypeName = e.ExpensesType!.Name,
|
||||||
|
PaymentModeName = e.PaymentMode!.Name,
|
||||||
|
ProjectName = e.Project!.Name,
|
||||||
|
CreatedByName = $"{e.CreatedBy!.FirstName} {e.CreatedBy.LastName}",
|
||||||
|
ReviewedByName = e.ReviewedBy != null ? $"{e.ReviewedBy.FirstName} {e.ReviewedBy.LastName}" : null,
|
||||||
|
ApprovedByName = e.ApprovedBy != null ? $"{e.ApprovedBy.FirstName} {e.ApprovedBy.LastName}" : null,
|
||||||
|
ProcessedByName = e.ProcessedBy != null ? $"{e.ProcessedBy.FirstName} {e.ProcessedBy.LastName}" : null,
|
||||||
|
PaidByName = e.PaidBy != null ? $"{e.PaidBy.FirstName} {e.PaidBy.LastName}" : null
|
||||||
|
})
|
||||||
|
.OrderByDescending(x => x.TransactionDate)
|
||||||
|
.ToListAsync(); // Single round-trip; no Include needed for this shape [memory:7]
|
||||||
|
|
||||||
|
_logger.LogInfo(
|
||||||
|
"GetPendingExpenseListAsync completed. TenantId={TenantId}, Count={Count}",
|
||||||
|
tenantId, response.Count); // [Completion Log] [memory:4]
|
||||||
|
|
||||||
|
return Ok(ApiResponse<object>.SuccessResponse(response, "Pending Expenses fetched successfully", 200)); // [Success Response] [memory:1]
|
||||||
|
}
|
||||||
|
catch (OperationCanceledException)
|
||||||
|
{
|
||||||
|
_logger.LogWarning("GetPendingExpenseListAsync canceled by client. TenantId={TenantId}", tenantId); // [Cancel Log] [memory:4]
|
||||||
|
return StatusCode(499, ApiResponse<object>.ErrorResponse("Client has canceled the opration", "Client has canceled the opration", 499)); // [Cancel Response] [memory:1]
|
||||||
|
}
|
||||||
|
catch (Exception ex)
|
||||||
|
{
|
||||||
|
_logger.LogError(ex, "GetPendingExpenseListAsync failed. TenantId={TenantId}", tenantId); // [Error Log] [memory:4]
|
||||||
|
return StatusCode(500,
|
||||||
|
ApiResponse<object>.ErrorResponse("An error occurred while fetching pending expenses.", "An error occurred while fetching pending expenses.", 500)); // [Error Response] [memory:1]
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
Loading…
x
Reference in New Issue
Block a user