Added the CRUD API for Payment Adjustment heads
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@ -0,0 +1,9 @@
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namespace Marco.Pms.Model.Dtos.Collection
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{
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public class PaymentAdjustmentHeadDto
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{
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public Guid? Id { get; set; }
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public required string Name { get; set; }
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public string? Description { get; set; }
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}
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}
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@ -1,5 +1,6 @@
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using Marco.Pms.DataAccess.Data;
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using Marco.Pms.Model.Dtos.Activities;
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using Marco.Pms.Model.Dtos.Collection;
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using Marco.Pms.Model.Dtos.DocumentManager;
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using Marco.Pms.Model.Dtos.Master;
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using Marco.Pms.Model.Forum;
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@ -984,6 +985,29 @@ namespace Marco.Pms.Services.Controllers
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var response = await _masterService.GetPaymentAdjustmentHeadListAsync(isActive, loggedInEmployee, tenantId);
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return StatusCode(response.StatusCode, response);
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}
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[HttpPost("payment-adjustment-head")]
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public async Task<IActionResult> CreatePaymentAdjustmentHead([FromBody] PaymentAdjustmentHeadDto dto)
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{
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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var response = await _masterService.CreatePaymentAdjustmentHeadAsync(dto, loggedInEmployee, tenantId);
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return StatusCode(response.StatusCode, response);
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}
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[HttpPut("payment-adjustment-head/edit/{id}")]
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public async Task<IActionResult> UpdatePaymentAdjustmentHead(Guid id, [FromBody] PaymentAdjustmentHeadDto dto)
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{
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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var response = await _masterService.UpdatePaymentAdjustmentHeadAsync(id, dto, loggedInEmployee, tenantId);
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return StatusCode(response.StatusCode, response);
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}
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[HttpDelete("payment-adjustment-head/delete/{id}")]
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public async Task<IActionResult> DeletePaymentAdjustmentHead(Guid id, [FromQuery] bool isActive = false)
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{
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var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
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var response = await _masterService.DeletePaymentAdjustmentHeadAsync(id, isActive, loggedInEmployee, tenantId);
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return StatusCode(response.StatusCode, response);
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}
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#endregion
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}
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}
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@ -269,8 +269,6 @@ namespace Marco.Pms.Services.MappingProfiles
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CreateMap<InvoiceComment, InvoiceCommentVM>();
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CreateMap<InvoiceAttachment, InvoiceAttachmentVM>();
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CreateMap<PaymentAdjustmentHead, PaymentAdjustmentHeadVM>();
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#endregion
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#region ======================================================= Master =======================================================
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@ -402,19 +400,27 @@ namespace Marco.Pms.Services.MappingProfiles
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CreateMap<UpdateContactCategoryDto, ContactCategoryMaster>();
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CreateMap<ContactCategoryMaster, ContactCategoryVM>();
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#endregion
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#region ======================================================= Contact Tag Master =======================================================
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CreateMap<CreateContactTagDto, ContactTagMaster>();
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CreateMap<UpdateContactTagDto, ContactTagMaster>();
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CreateMap<ContactTagMaster, ContactTagVM>();
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#endregion
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#region ======================================================= Payment Adjustment Head Master =======================================================
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CreateMap<PaymentAdjustmentHeadDto, PaymentAdjustmentHead>();
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CreateMap<PaymentAdjustmentHead, PaymentAdjustmentHeadVM>();
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#endregion
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#region ======================================================= Expenses Status Master =======================================================
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#endregion
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#region ======================================================= Expenses Status Master =======================================================
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#endregion
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#region ======================================================= Expenses Status Master =======================================================
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#endregion
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#region ======================================================= Expenses Status Master =======================================================
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#endregion
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#region ======================================================= Expenses Status Master =======================================================
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#endregion
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@ -1,9 +1,11 @@
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using AutoMapper;
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using Marco.Pms.DataAccess.Data;
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using Marco.Pms.Helpers.Utility;
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using Marco.Pms.Model.Collection;
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using Marco.Pms.Model.Directory;
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using Marco.Pms.Model.DocumentManager;
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using Marco.Pms.Model.Dtos.Activities;
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using Marco.Pms.Model.Dtos.Collection;
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using Marco.Pms.Model.Dtos.DocumentManager;
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using Marco.Pms.Model.Dtos.Master;
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using Marco.Pms.Model.Employees;
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@ -2881,6 +2883,7 @@ namespace Marco.Pms.Services.Service
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#endregion
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#region =================================================================== Payment Adjustment Head APIs ===================================================================
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/// <summary>
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/// Retrieves a list of payment adjustment heads for a specific tenant with optional active status filtering.
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/// </summary>
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@ -2920,6 +2923,205 @@ namespace Marco.Pms.Services.Service
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}
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}
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/// <summary>
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/// Creates a new payment adjustment head for the specified tenant after permission and uniqueness checks.
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/// </summary>
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/// <param name="model">DTO containing payment adjustment head data</param>
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/// <param name="loggedInEmployee">The employee performing the action</param>
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/// <param name="tenantId">The tenant identifier</param>
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/// <returns>API response with status and context</returns>
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public async Task<ApiResponse<object>> CreatePaymentAdjustmentHeadAsync(PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId)
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{
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try
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{
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// Permission validation
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var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
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if (!hasManagePermission)
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{
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_logger.LogWarning("Access denied for employee {EmployeeId} attempting to create payment adjustment head for tenant {TenantId}.", loggedInEmployee.Id, tenantId);
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return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
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}
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// Uniqueness check for payment adjustment head name
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var nameExists = await _context.PaymentAdjustmentHeads
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.AnyAsync(pah => pah.Name == model.Name && pah.TenantId == tenantId);
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if (nameExists)
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{
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_logger.LogInfo("Duplicate payment adjustment head name '{Name}' detected for tenant {TenantId}.", model.Name, tenantId);
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return ApiResponse<object>.ErrorResponse("A payment adjustment head with this name already exists.", "Name of payment adjustment head already exists.", 409);
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}
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// Create and persist new entity
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var paymentAdjustmentHead = _mapper.Map<PaymentAdjustmentHead>(model);
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paymentAdjustmentHead.IsActive = true;
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paymentAdjustmentHead.TenantId = tenantId;
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_context.PaymentAdjustmentHeads.Add(paymentAdjustmentHead);
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await _context.SaveChangesAsync();
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var response = _mapper.Map<PaymentAdjustmentHeadVM>(paymentAdjustmentHead);
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_logger.LogInfo("Payment adjustment head '{Name}' created successfully by employee {EmployeeId} for tenant {TenantId}.", paymentAdjustmentHead.Name, loggedInEmployee.Id, tenantId);
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return ApiResponse<object>.SuccessResponse(response, "Payment adjustment head created successfully.", 201);
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}
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catch (Exception ex)
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{
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// Log full context with exception for easier debugging
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_logger.LogError(ex, "Exception while creating payment adjustment head. Employee: {EmployeeId}, Tenant: {TenantId}, Data: {@Model}", loggedInEmployee.Id, tenantId, model);
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return ApiResponse<object>.ErrorResponse("An error occurred.", "Unable to create payment adjustment head at this moment.", 500);
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}
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}
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/// <summary>
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/// Updates an existing payment adjustment head for a specified tenant after performing
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/// necessary validation, permission, and uniqueness checks.
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/// </summary>
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/// <param name="id">Unique identifier of the payment adjustment head to update</param>
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/// <param name="model">DTO containing updated payment adjustment head data</param>
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/// <param name="loggedInEmployee">The employee performing the action</param>
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/// <param name="tenantId">The tenant identifier</param>
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/// <returns>API response object with update result and status message</returns>
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public async Task<ApiResponse<object>> UpdatePaymentAdjustmentHeadAsync(Guid id, PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId)
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{
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try
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{
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// --- Step 1: Validate request payload correctness ---
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if (!model.Id.HasValue || model.Id != id)
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{
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_logger.LogWarning("Invalid ID provided in request. Model ID: {ModelId}, Route ID: {RouteId}, TenantId: {TenantId}", model.Id ?? Guid.Empty, id, tenantId);
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return ApiResponse<object>.ErrorResponse("Invalid request.", "Provided invalid ID.", 400);
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}
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// --- Step 2: Validate permissions ---
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var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
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if (!hasManagePermission)
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{
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_logger.LogWarning("Access denied for employee {EmployeeId} attempting to update payment adjustment head for tenant {TenantId}.", loggedInEmployee.Id, tenantId);
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return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
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}
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// --- Step 3: Validate uniqueness constraint for name ---
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var nameExists = await _context.PaymentAdjustmentHeads
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.AnyAsync(pah => pah.Name == model.Name && pah.Id != id && pah.TenantId == tenantId);
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if (nameExists)
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{
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_logger.LogInfo("Duplicate payment adjustment head name '{Name}' detected during update for tenant {TenantId}.", model.Name, tenantId);
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return ApiResponse<object>.ErrorResponse("Conflict detected.", "A payment adjustment head with this name already exists.", 409);
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}
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// --- Step 4: Retrieve and validate existing entity ---
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var paymentAdjustmentHead = await _context.PaymentAdjustmentHeads
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.FirstOrDefaultAsync(pah => pah.Id == id && pah.TenantId == tenantId);
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if (paymentAdjustmentHead == null)
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{
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_logger.LogWarning("Payment adjustment head with ID {Id} not found for tenant {TenantId}.", id, tenantId);
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return ApiResponse<object>.ErrorResponse("Not Found.", "Payment adjustment head not found.", 404);
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}
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// Mapping PaymentAdjustmentHead to BsonDocument
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var existingEntityBson = _updateLogHelper.EntityToBsonDocument(paymentAdjustmentHead);
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// --- Step 5: Map changes and update entity ---
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_mapper.Map(model, paymentAdjustmentHead);
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await _context.SaveChangesAsync();
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await _updateLogHelper.PushToUpdateLogsAsync(new UpdateLogsObject
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{
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EntityId = paymentAdjustmentHead.Id.ToString(),
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UpdatedById = loggedInEmployee.Id.ToString(),
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OldObject = existingEntityBson,
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UpdatedAt = DateTime.UtcNow
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}, "PaymentAdjustmentHeadModificationLog");
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_logger.LogInfo("Payment adjustment head '{Name}' updated successfully by employee {EmployeeId} for tenant {TenantId}.", paymentAdjustmentHead.Name, loggedInEmployee.Id, tenantId);
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var response = _mapper.Map<PaymentAdjustmentHeadVM>(paymentAdjustmentHead);
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// --- Step 6: Return structured success response ---
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return ApiResponse<object>.SuccessResponse(response, "Payment adjustment head updated successfully.", 200);
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}
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catch (Exception ex)
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{
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// --- Step 7: Handle and log exceptions with full context ---
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_logger.LogError(ex, "Exception while updating payment adjustment head. Employee: {EmployeeId}, Tenant: {TenantId}, Model: {@Model}", loggedInEmployee.Id, tenantId, model);
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return ApiResponse<object>.ErrorResponse("An unexpected error occurred.", "Unable to update payment adjustment head at this moment.", 500);
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}
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}
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/// <summary>
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/// Activates or deactivates a payment adjustment head (soft delete/restore) for a tenant,
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/// including audit logging and permission validation.
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/// </summary>
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/// <param name="id">Unique identifier of the payment adjustment head</param>
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/// <param name="isActive">Flag indicating activation (restore) or deactivation (delete)</param>
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/// <param name="loggedInEmployee">Employee requesting the operation</param>
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/// <param name="tenantId">The tenant identifier</param>
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/// <returns>API response object with operation status</returns>
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public async Task<ApiResponse<object>> DeletePaymentAdjustmentHeadAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId)
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{
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// Dynamically select operation word for logs and messages
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var operation = isActive ? "restore" : "delete";
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try
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{
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// Step 1: Permission check
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var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
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if (!hasManagePermission)
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{
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_logger.LogWarning("Access denied: Employee {EmployeeId} attempted to {Operation} payment adjustment head for tenant {TenantId}.",
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loggedInEmployee.Id, operation, tenantId);
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return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
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}
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// Step 2: Entity existence check
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var paymentAdjustmentHead = await _context.PaymentAdjustmentHeads
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.FirstOrDefaultAsync(pah => pah.Id == id && pah.TenantId == tenantId);
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if (paymentAdjustmentHead == null)
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{
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_logger.LogWarning("Payment adjustment head with ID {Id} not found for tenant {TenantId} (attempted {Operation}).",
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id, tenantId, operation);
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return ApiResponse<object>.ErrorResponse("Not Found.", "Payment adjustment head not found.", 404);
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}
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// Step 3: Save pre-update state for audit log
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var existingEntityBson = _updateLogHelper.EntityToBsonDocument(paymentAdjustmentHead);
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// Step 4: Update IsActive status
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paymentAdjustmentHead.IsActive = isActive;
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await _context.SaveChangesAsync();
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// Step 5: Push update action to audit log
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await _updateLogHelper.PushToUpdateLogsAsync(new UpdateLogsObject
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{
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EntityId = paymentAdjustmentHead.Id.ToString(),
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UpdatedById = loggedInEmployee.Id.ToString(),
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OldObject = existingEntityBson,
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UpdatedAt = DateTime.UtcNow
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}, "PaymentAdjustmentHeadModificationLog");
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_logger.LogInfo(
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"Payment adjustment head (ID: {Id}, Name: {Name}) successfully {Operation}d by employee {EmployeeId} for tenant {TenantId}.",
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paymentAdjustmentHead.Id, paymentAdjustmentHead.Name, operation, loggedInEmployee.Id, tenantId);
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return ApiResponse<object>.SuccessResponse(new { }, $"Payment adjustment head {operation}d successfully.", 200);
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}
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catch (Exception ex)
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{
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_logger.LogError(ex,
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"Exception occurred while performing {Operation} on payment adjustment head (ID: {Id}) for tenant {TenantId}.",
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operation, id, tenantId);
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return ApiResponse<object>.ErrorResponse("An error occurred.", $"Exception occurred while trying to {operation} payment adjustment head.", 500);
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}
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}
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#endregion
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#region =================================================================== Helper Function ===================================================================
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@ -1,4 +1,5 @@
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using Marco.Pms.Model.Dtos.Activities;
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using Marco.Pms.Model.Dtos.Collection;
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using Marco.Pms.Model.Dtos.DocumentManager;
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using Marco.Pms.Model.Dtos.Master;
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using Marco.Pms.Model.Employees;
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@ -108,6 +109,9 @@ namespace Marco.Pms.Services.Service.ServiceInterfaces
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#region =================================================================== Payment Adjustment Head APIs ===================================================================
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Task<ApiResponse<object>> GetPaymentAdjustmentHeadListAsync(bool isActive, Employee loggedInEmployee, Guid tenantId);
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Task<ApiResponse<object>> CreatePaymentAdjustmentHeadAsync(PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId);
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Task<ApiResponse<object>> UpdatePaymentAdjustmentHeadAsync(Guid id, PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId);
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Task<ApiResponse<object>> DeletePaymentAdjustmentHeadAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId);
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#endregion
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}
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}
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