Added the payement adjustment heads in master dropdown

Marco.Pms.DataAccess/Data/ApplicationDbContext.cs

@@ -1,6 +1,7 @@
 using Marco.Pms.Model.Activities;
 using Marco.Pms.Model.AttendanceModule;
 using Marco.Pms.Model.Authentication;
+using Marco.Pms.Model.Collection;
 using Marco.Pms.Model.Directory;
 using Marco.Pms.Model.DocumentManager;
 using Marco.Pms.Model.Employees;
@@ -133,6 +134,13 @@ namespace Marco.Pms.DataAccess.Data
         public DbSet<ProjectServiceMapping> ProjectServiceMappings { get; set; }
         public DbSet<ProjectOrgMapping> ProjectOrgMappings { get; set; }
 
+        // Collection
+        public DbSet<Invoice> Invoices { get; set; }
+        public DbSet<InvoiceComment> InvoiceComments { get; set; }
+        public DbSet<InvoiceAttachment> InvoiceAttachments { get; set; }
+        public DbSet<ReceivedInvoicePayment> ReceivedInvoicePayments { get; set; }
+        public DbSet<PaymentAdjustmentHead> PaymentAdjustmentHeads { get; set; }
+
 
         protected override void OnModelCreating(ModelBuilder modelBuilder)
         {
@@ -775,6 +783,65 @@ namespace Marco.Pms.DataAccess.Data
                 }
                 );
 
+            modelBuilder.Entity<PaymentAdjustmentHead>().HasData(
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("dbdc047f-a2d2-4db0-b0e6-b9d9f923a0f1"),
+                    Name = "Advance payment",
+                    Description = "An advance payment is a sum paid before receiving goods or services, often to secure a transaction or cover initial costs.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("66c3c241-8b52-4327-a5ad-c1faf102583e"),
+                    Name = "Base Amount",
+                    Description = "The base amount refers to the principal sum or original value used as a reference in financial calculations, excluding taxes, fees, or additional charges.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("0d70cb2e-827e-44fc-90a5-c2c55ba51ba9"),
+                    Name = "Tax Deducted at Source (TDS)",
+                    Description = "TDS, or Tax Deducted at Source, is a system under the Indian Income Tax Act where tax is deducted at the point of income generation—such as salary, interest, or rent—and remitted to the government to prevent tax evasion and ensure timely collection.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("95f35acd-d979-4177-91ea-fd03a00e49ff"),
+                    Name = "Retention",
+                    Description = "Retention refers to a company's ability to keep customers, employees, or profits over time, commonly measured as a percentage and critical for long-term business sustainability and growth.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("3f09b19a-8d45-4cf2-be27-f4f09b38b9f7"),
+                    Name = "Tax",
+                    Description = "Tax is a mandatory financial charge imposed by a government on individuals or entities to fund public services and government operations, without direct benefit to the taxpayer.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("ec5e6a5f-ce62-44e5-8911-8426bbb4dde8"),
+                    Name = "Penalty",
+                    Description = "A penalty in the context of taxation is a financial sanction imposed by the government on individuals or entities for non-compliance with tax laws, such as late filing, underreporting income, or failure to pay taxes, and is typically calculated as a percentage of the tax due or a fixed amount.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                },
+                new PaymentAdjustmentHead
+                {
+                    Id = Guid.Parse("50584332-1cb7-4359-9721-c8ea35040881"),
+                    Name = "Utility fees",
+                    Description = "Utility fees are recurring charges for essential services such as electricity, water, gas, sewage, waste disposal, internet, and telecommunications, typically based on usage and necessary for operating a home or business.",
+                    IsActive = true,
+                    TenantId = Guid.Parse("b3466e83-7e11-464c-b93a-daf047838b26")
+                }
+                );
+
             modelBuilder.Entity<EntityTypeMaster>().HasData(
                 new EntityTypeMaster
                 {
@@ -1039,6 +1106,7 @@ namespace Marco.Pms.DataAccess.Data
                 // Project Module
                 new Feature { Id = new Guid("53176ebf-c75d-42e5-839f-4508ffac3def"), Description = "Manage Project", Name = "Project Management", ModuleId = new Guid("bf59fd88-b57a-4d67-bf01-3780f385896b"), IsActive = true },
                 new Feature { Id = new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"), Description = "Expense Management is the systematic process of tracking, controlling, and reporting business-related expenditures.", Name = "Expense Management", ModuleId = new Guid("bf59fd88-b57a-4d67-bf01-3780f385896b"), IsActive = true },
+                new Feature { Id = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), Description = "Collection Management is a feature that enables organizations to track, organize, and manage the status and recovery of receivables or assets efficiently throughout their lifecycle, supporting systematic follow-up and resolution of outstanding accounts.", Name = "Collection Management", ModuleId = new Guid("bf59fd88-b57a-4d67-bf01-3780f385896b"), IsActive = true },
                 new Feature { Id = new Guid("9d4b5489-2079-40b9-bd77-6e1bf90bc19f"), Description = "Manage Tasks", Name = "Task Management", ModuleId = new Guid("bf59fd88-b57a-4d67-bf01-3780f385896b"), IsActive = true },
 
                 // Employee Module
@@ -1110,6 +1178,13 @@ namespace Marco.Pms.DataAccess.Data
                 new FeaturePermission { Id = new Guid("ea5a1529-4ee8-4828-80ea-0e23c9d4dd11"), FeatureId = new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"), IsEnabled = true, Name = "Process", Description = "Allows a user to handle post-approval actions such as recording payments, updating financial records, or marking expenses as reimbursed or settled." },
                 new FeaturePermission { Id = new Guid("bdee29a2-b73b-402d-8dd1-c4b1f81ccbc3"), FeatureId = new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"), IsEnabled = true, Name = "Manage", Description = "Allows a user to configure and control system settings, such as managing expense types, payment modes, permissions, and overall workflow rules." },
 
+                // Collection Management Feature
+                new FeaturePermission { Id = new Guid("dbf17591-09fe-4c93-9e1a-12db8f5cc5de"), FeatureId = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), IsEnabled = true, Name = "Collection Admin", Description = "Collection Admin is a permission that grants a user full administrative control over collections, including creating, editing, managing access, and deleting collections within a system." },
+                new FeaturePermission { Id = new Guid("c8d7eea5-4033-4aad-9ebe-76de49896830"), FeatureId = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), IsEnabled = true, Name = "View Collection", Description = "View Collection is a permission that allows users to see and browse assets or items within a collection without making any modifications or edits to its contents." },
+                new FeaturePermission { Id = new Guid("b93141fd-dbd3-4051-8f57-bf25d18e3555"), FeatureId = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), IsEnabled = true, Name = "Create Collection", Description = "Authorizes users to create new collections for organizing related resources and managing access" },
+                new FeaturePermission { Id = new Guid("455187b4-fef1-41f9-b3d0-025d0b6302c3"), FeatureId = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), IsEnabled = true, Name = "Edit Collection", Description = "Ability to modify collection properties, content, and access rights." },
+                new FeaturePermission { Id = new Guid("061d9ccd-85b4-4cb0-be06-2f9f32cebb72"), FeatureId = new Guid("fc586e7d-ed1a-45e5-bb51-9f34af98ec13"), IsEnabled = true, Name = "Add Payment", Description = " Enables entry and processing of payment transactions." },
+
                 // Organization Management Feature
                 new FeaturePermission { Id = new Guid("068cb3c1-49c5-4746-9f29-1fce16e820ac"), FeatureId = new Guid("6d4c82d6-dbce-48ab-b8b8-f785f4d8c914"), IsEnabled = true, Name = "Add Organization", Description = "Allow user to create new organization" },
                 new FeaturePermission { Id = new Guid("c1ae1363-ab8a-4bd9-a9d1-8c2c6083873a"), FeatureId = new Guid("6d4c82d6-dbce-48ab-b8b8-f785f4d8c914"), IsEnabled = true, Name = "Edit Organization", Description = "Allow the user to update the basic information of the organization" },

Marco.Pms.DataAccess/Migrations/20251003093145_Added_ExpenceUID_In_Expense_Table.Designer.cs

@@ -12,7 +12,7 @@ using Microsoft.EntityFrameworkCore.Storage.ValueConversion;
 namespace Marco.Pms.DataAccess.Migrations
 {
     [DbContext(typeof(ApplicationDbContext))]
-    [Migration("20251004112239_Added_ExpenceUID_In_Expense_Table")]
+    [Migration("20251003093145_Added_ExpenceUID_In_Expense_Table")]
     partial class Added_ExpenceUID_In_Expense_Table
     {
         /// <inheritdoc />

Marco.Pms.DataAccess/Migrations/20251008121556_Added_Requested_In_Attendance_Table.Designer.cs

@@ -12,7 +12,7 @@ using Microsoft.EntityFrameworkCore.Storage.ValueConversion;
 namespace Marco.Pms.DataAccess.Migrations
 {
     [DbContext(typeof(ApplicationDbContext))]
-    [Migration("20251010062100_Added_Requested_In_Attendance_Table")]
+    [Migration("20251008121556_Added_Requested_In_Attendance_Table")]
     partial class Added_Requested_In_Attendance_Table
     {
         /// <inheritdoc />

Marco.Pms.Helpers/CacheHelper/EmployeeCache.cs

@@ -212,48 +212,6 @@ namespace Marco.Pms.Helpers.CacheHelper
 
             return true;
         }
-        public async Task<bool> ClearAllEmployeesFromCacheByOnlyEmployeeId(Guid employeeId)
-        {
-            var employeeIdString = employeeId.ToString();
-
-            try
-            {
-                var filter = Builders<EmployeePermissionMongoDB>.Filter.Eq(e => e.Id, employeeIdString);
-
-                var result = await _collection.DeleteManyAsync(filter);
-
-                if (result.DeletedCount == 0)
-                    return false;
-
-                return true;
-            }
-            catch (Exception ex)
-            {
-                _logger.LogError(ex, "Error occured while deleting employee profile");
-                return false;
-            }
-        }
-        public async Task<bool> ClearAllEmployeesFromCacheByTenantId(Guid tenantId)
-        {
-            var tenantIdString = tenantId.ToString();
-
-            try
-            {
-                var filter = Builders<EmployeePermissionMongoDB>.Filter.Eq(e => e.TenantId, tenantIdString);
-
-                var result = await _collection.DeleteManyAsync(filter);
-
-                if (result.DeletedCount == 0)
-                    return false;
-
-                return true;
-            }
-            catch (Exception ex)
-            {
-                _logger.LogError(ex, "Error occured while deleting employee profile");
-                return false;
-            }
-        }
         public async Task<bool> ClearAllEmployeesFromCacheByEmployeeIds(List<string> employeeIds, Guid tenantId)
         {
             var tenantIdString = tenantId.ToString();

Marco.Pms.Model/AttendanceModule/Attendance.cs

@@ -19,6 +19,8 @@ namespace Marco.Pms.Model.AttendanceModule
         public Guid ProjectID { get; set; }
 
         public DateTime AttendanceDate { get; set; }
+        public DateTime? RequestedAt { get; set; }
+        public DateTime? ApprovedAt { get; set; }
         public DateTime? InTime { get; set; }
         public DateTime? OutTime { get; set; }
         public bool IsApproved { get; set; }
@@ -29,8 +31,6 @@ namespace Marco.Pms.Model.AttendanceModule
         [ForeignKey("ApprovedById")]
         [ValidateNever]
         public Employee? Approver { get; set; }
-        public DateTime? RequestedAt { get; set; }
-        public DateTime? ApprovedAt { get; set; }
         public Guid? RequestedById { get; set; }
 
         [ForeignKey("RequestedById")]

Marco.Pms.Model/Collection/Invoice.cs

@@ -0,0 +1,41 @@
+using Marco.Pms.Model.Employees;
+using Marco.Pms.Model.Projects;
+using Marco.Pms.Model.Utilities;
+using Microsoft.AspNetCore.Mvc.ModelBinding.Validation;
+using System.ComponentModel.DataAnnotations.Schema;
+
+namespace Marco.Pms.Model.Collection
+{
+    public class Invoice : TenantRelation
+    {
+        public Guid Id { get; set; }
+        public string Title { get; set; } = default!;
+        public string Description { get; set; } = default!;
+        public string InvoiceNumber { get; set; } = default!;
+        public string? EInvoiceNumber { get; set; }
+        public Guid ProjectId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("ProjectId")]
+        public Project? Project { get; set; }
+        public DateTime InvoiceDate { get; set; }
+        public DateTime ClientSubmitedDate { get; set; }
+        public DateTime ExceptedPaymentDate { get; set; }
+        public double BasicAmount { get; set; }
+        public double TaxAmount { get; set; }
+        public bool IsActive { get; set; } = true;
+        public bool MarkAsCompleted { get; set; } = true;
+        public DateTime CreatedAt { get; set; }
+        public Guid CreatedById { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("CreatedById")]
+        public Employee? CreatedBy { get; set; }
+        public DateTime? UpdatedAt { get; set; }
+        public Guid? UpdatedById { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("UpdatedById")]
+        public Employee? UpdatedBy { get; set; }
+    }
+}

Marco.Pms.Model/Collection/InvoiceAttachment.cs

@@ -0,0 +1,22 @@
+using Marco.Pms.Model.DocumentManager;
+using Marco.Pms.Model.Utilities;
+using Microsoft.AspNetCore.Mvc.ModelBinding.Validation;
+using System.ComponentModel.DataAnnotations.Schema;
+
+namespace Marco.Pms.Model.Collection
+{
+    public class InvoiceAttachment : TenantRelation
+    {
+        public Guid Id { get; set; }
+        public Guid InvoiceId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("InvoiceId")]
+        public Invoice? Invoice { get; set; }
+        public Guid DocumentId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("DocumentId")]
+        public Document? Document { get; set; }
+    }
+}

Marco.Pms.Model/Collection/InvoiceComment.cs

@@ -0,0 +1,24 @@
+using Marco.Pms.Model.Employees;
+using Marco.Pms.Model.Utilities;
+using Microsoft.AspNetCore.Mvc.ModelBinding.Validation;
+using System.ComponentModel.DataAnnotations.Schema;
+
+namespace Marco.Pms.Model.Collection
+{
+    public class InvoiceComment : TenantRelation
+    {
+        public Guid Id { get; set; }
+        public string Comment { get; set; } = default!;
+        public DateTime CreatedAt { get; set; }
+        public Guid CreatedById { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("CreatedById")]
+        public Employee? CreatedBy { get; set; }
+        public Guid InvoiceId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("InvoiceId")]
+        public Invoice? Invoice { get; set; }
+    }
+}

Marco.Pms.Model/Collection/PaymentAdjustmentHead.cs

@@ -0,0 +1,12 @@
+using Marco.Pms.Model.Utilities;
+
+namespace Marco.Pms.Model.Collection
+{
+    public class PaymentAdjustmentHead : TenantRelation
+    {
+        public Guid Id { get; set; }
+        public string Name { get; set; } = default!;
+        public string? Description { get; set; }
+        public bool IsActive { get; set; } = true;
+    }
+}

Marco.Pms.Model/Collection/ReceivedInvoicePayment.cs

@@ -0,0 +1,33 @@
+using Marco.Pms.Model.Employees;
+using Marco.Pms.Model.Utilities;
+using Microsoft.AspNetCore.Mvc.ModelBinding.Validation;
+using System.ComponentModel.DataAnnotations.Schema;
+
+namespace Marco.Pms.Model.Collection
+{
+    public class ReceivedInvoicePayment : TenantRelation
+    {
+        public Guid Id { get; set; }
+        public Guid InvoiceId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("InvoiceId")]
+        public Invoice? Invoice { get; set; }
+        public DateTime PaymentReceivedDate { get; set; }
+        public string TransactionId { get; set; } = default!;
+        public double Amount { get; set; }
+        public string Comment { get; set; } = default!;
+        public bool IsActive { get; set; } = true;
+        public Guid PaymentAdjustmentHeadId { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("PaymentAdjustmentHeadId")]
+        public PaymentAdjustmentHead? PaymentAdjustmentHead { get; set; }
+        public DateTime CreatedAt { get; set; }
+        public Guid CreatedById { get; set; }
+
+        [ValidateNever]
+        [ForeignKey("CreatedById")]
+        public Employee? CreatedBy { get; set; }
+    }
+}

Marco.Pms.Model/Dtos/Collection/InvoiceCommentDto.cs

@@ -0,0 +1,8 @@
+namespace Marco.Pms.Model.Dtos.Collection
+{
+    public class InvoiceCommentDto
+    {
+        public required string Comment { get; set; }
+        public required Guid InvoiceId { get; set; }
+    }
+}

Marco.Pms.Model/Dtos/Collection/InvoiceDto.cs

@@ -0,0 +1,20 @@
+using Marco.Pms.Model.Utilities;
+
+namespace Marco.Pms.Model.Dtos.Collection
+{
+    public class InvoiceDto
+    {
+        public Guid? Id { get; set; }
+        public required string Title { get; set; }
+        public string? Description { get; set; }
+        public required string InvoiceNumber { get; set; }
+        public string? EInvoiceNumber { get; set; }
+        public required Guid ProjectId { get; set; }
+        public required DateTime InvoiceDate { get; set; }
+        public required DateTime ClientSubmitedDate { get; set; }
+        public required DateTime ExceptedPaymentDate { get; set; }
+        public double BasicAmount { get; set; }
+        public double TaxAmount { get; set; }
+        public List<FileUploadModel>? Attachments { get; set; }
+    }
+}

Marco.Pms.Model/Dtos/Collection/PaymentAdjustmentHeadDto.cs

@@ -0,0 +1,9 @@
+namespace Marco.Pms.Model.Dtos.Collection
+{
+    public class PaymentAdjustmentHeadDto
+    {
+        public Guid? Id { get; set; }
+        public required string Name { get; set; }
+        public string? Description { get; set; }
+    }
+}

Marco.Pms.Model/Dtos/Collection/ReceivedInvoicePaymentDto.cs

@@ -0,0 +1,13 @@
+namespace Marco.Pms.Model.Dtos.Collection
+{
+    public class ReceivedInvoicePaymentDto
+    {
+        public Guid? Id { get; set; }
+        public required Guid InvoiceId { get; set; }
+        public required DateTime PaymentReceivedDate { get; set; }
+        public required string TransactionId { get; set; }
+        public required Guid PaymentAdjustmentHeadId { get; set; }
+        public required double Amount { get; set; }
+        public required string Comment { get; set; }
+    }
+}

Marco.Pms.Model/Dtos/Employees/CreateUserDto.cs

@@ -19,7 +19,7 @@
         public string? EmergencyPhoneNumber { get; set; }
         public string? EmergencyContactPerson { get; set; }
         public Guid JobRoleId { get; set; }
-        public required Guid OrganizationId { get; set; }
+        public Guid? OrganizationId { get; set; }
         public required bool HasApplicationAccess { get; set; }
     }
     public class MobileUserManageDto
@@ -33,7 +33,7 @@
         public required string Gender { get; set; }
         public Guid JobRoleId { get; set; }
         public string? ProfileImage { get; set; }
-        public required Guid OrganizationId { get; set; }
+        public Guid? OrganizationId { get; set; }
         public required bool HasApplicationAccess { get; set; }
     }
 

Marco.Pms.Model/Dtos/Master/CreateContactTagDto.cs

@@ -3,6 +3,6 @@
     public class CreateContactTagDto
     {
         public required string Name { get; set; }
-        public required string Description { get; set; }
+        public string? Description { get; set; }
     }
 }

Marco.Pms.Model/Dtos/Master/UpdateContactCategoryDto.cs

@@ -2,7 +2,7 @@
 {
     public class UpdateContactCategoryDto
     {
-        public required Guid Id { get; set; }
+        public Guid Id { get; set; }
         public required string Name { get; set; }
         public required string Description { get; set; }
     }

Marco.Pms.Model/Dtos/Master/UpdateContactTagDto.cs

@@ -3,7 +3,7 @@
     public class UpdateContactTagDto
     {
         public Guid Id { get; set; }
-        public required string Name { get; set; }
-        public required string Description { get; set; }
+        public string? Name { get; set; }
+        public string? Description { get; set; }
     }
 }

Marco.Pms.Model/Dtos/Projects/CreateProjectDto.cs

@@ -27,7 +27,7 @@ namespace Marco.Pms.Model.Dtos.Project
         [DisplayName("Project Status")]
         [Required(ErrorMessage = "Project Status is required!")]
         public required Guid ProjectStatusId { get; set; }
-        public required Guid PromoterId { get; set; }
-        public required Guid PMCId { get; set; }
+        public Guid? PromoterId { get; set; }
+        public Guid? PMCId { get; set; }
     }
 }

Marco.Pms.Model/Dtos/Projects/ProjectAllocationDot.cs

@@ -5,7 +5,7 @@
         public Guid EmployeeId { get; set; }
         public Guid JobRoleId { get; set; }
         public Guid ProjectId { get; set; }
-        public Guid? ServiceId { get; set; }
+        public Guid ServiceId { get; set; }
         public bool Status { get; set; }
     }
 
@@ -14,7 +14,7 @@
     {
         public Guid ProjectId { get; set; }
         public Guid JobRoleId { get; set; }
-        public Guid? ServiceId { get; set; }
+        public Guid ServiceId { get; set; }
         public bool Status { get; set; }
     }
 }

Marco.Pms.Model/Dtos/Projects/UpdateProjectDto.cs

@@ -27,7 +27,7 @@ namespace Marco.Pms.Model.Dtos.Project
         [DisplayName("Project Status")]
         [Required(ErrorMessage = "Project Status is required!")]
         public required Guid ProjectStatusId { get; set; }
-        public required Guid PromoterId { get; set; }
-        public required Guid PMCId { get; set; }
+        public Guid? PromoterId { get; set; }
+        public Guid? PMCId { get; set; }
     }
 }

Marco.Pms.Model/Entitlements/PermissionsMaster.cs

@@ -47,6 +47,12 @@
         public static readonly Guid DownloadDocument = Guid.Parse("404373d0-860f-490e-a575-1c086ffbce1d");
         public static readonly Guid VerifyDocument = Guid.Parse("13a1f30f-38d1-41bf-8e7a-b75189aab8e0");
 
+        public static readonly Guid CollectionAdmin = Guid.Parse("dbf17591-09fe-4c93-9e1a-12db8f5cc5de");
+        public static readonly Guid ViewCollection = Guid.Parse("c8d7eea5-4033-4aad-9ebe-76de49896830");
+        public static readonly Guid CreateCollection = Guid.Parse("b93141fd-dbd3-4051-8f57-bf25d18e3555");
+        public static readonly Guid EditCollection = Guid.Parse("455187b4-fef1-41f9-b3d0-025d0b6302c3");
+        public static readonly Guid AddPayment = Guid.Parse("061d9ccd-85b4-4cb0-be06-2f9f32cebb72");
+
         public static readonly Guid AddOrganization = Guid.Parse("068cb3c1-49c5-4746-9f29-1fce16e820ac");
         public static readonly Guid EditOrganization = Guid.Parse("c1ae1363-ab8a-4bd9-a9d1-8c2c6083873a");
         public static readonly Guid ViewOrganization = Guid.Parse("7a6cf830-0008-4e03-b31d-0d050cb634f4");

Marco.Pms.Model/Filters/ExpensesFilter.cs

@@ -6,6 +6,7 @@
         public List<Guid>? StatusIds { get; set; }
         public List<Guid>? CreatedByIds { get; set; }
         public List<Guid>? PaidById { get; set; }
+        public List<Guid>? ExpenseTypeIds { get; set; }
         public bool IsTransactionDate { get; set; } = false;
         public DateTime? StartDate { get; set; }
         public DateTime? EndDate { get; set; }

Marco.Pms.Model/MongoDBModels/Expenses/ExpenseDetailsMongoDB.cs

@@ -19,8 +19,8 @@ namespace Marco.Pms.Model.MongoDBModels.Expenses
         public DateTime CreatedAt { get; set; }
         public DateTime ExpireAt { get; set; } = DateTime.UtcNow.Date.AddDays(1);
         public string SupplerName { get; set; } = string.Empty;
-        public string? ExpenseUId { get; set; }
         public double Amount { get; set; }
+        public string? ExpenseUId { get; set; }
         public ExpensesStatusMasterMongoDB Status { get; set; } = new ExpensesStatusMasterMongoDB();
         public List<ExpensesStatusMasterMongoDB> NextStatus { get; set; } = new List<ExpensesStatusMasterMongoDB>();
         public bool PreApproved { get; set; } = false;

Marco.Pms.Model/ViewModels/Collection/InvoiceAttachmentVM.cs

@@ -0,0 +1,16 @@
+using Marco.Pms.Model.ViewModels.Activities;
+
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class InvoiceAttachmentVM
+    {
+        public Guid Id { get; set; }
+        public Guid InvoiceId { get; set; }
+        public Guid DocumentId { get; set; }
+        public string? FileName { get; set; }
+        public string? ContentType { get; set; }
+        public string? PreSignedUrl { get; set; }
+        public BasicEmployeeVM? UploadedBy { get; set; }
+
+    }
+}

Marco.Pms.Model/ViewModels/Collection/InvoiceCommentVM.cs

@@ -0,0 +1,13 @@
+using Marco.Pms.Model.ViewModels.Activities;
+
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class InvoiceCommentVM
+    {
+        public Guid Id { get; set; }
+        public string Comment { get; set; } = default!;
+        public DateTime CreatedAt { get; set; }
+        public BasicEmployeeVM? CreatedBy { get; set; }
+        public Guid InvoiceId { get; set; }
+    }
+}

Marco.Pms.Model/ViewModels/Collection/InvoiceDetailsVM.cs

@@ -0,0 +1,31 @@
+using Marco.Pms.Model.ViewModels.Activities;
+using Marco.Pms.Model.ViewModels.Projects;
+
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class InvoiceDetailsVM
+    {
+        public Guid Id { get; set; }
+        public string Title { get; set; } = default!;
+        public string Description { get; set; } = default!;
+        public string InvoiceNumber { get; set; } = default!;
+        public string? EInvoiceNumber { get; set; }
+        public BasicProjectVM? Project { get; set; }
+        public DateTime InvoiceDate { get; set; }
+        public DateTime ClientSubmitedDate { get; set; }
+        public DateTime ExceptedPaymentDate { get; set; }
+        public double BasicAmount { get; set; }
+        public double TaxAmount { get; set; }
+        public double BalanceAmount { get; set; }
+        public bool IsActive { get; set; } = true;
+        public bool MarkAsCompleted { get; set; } = true;
+        public DateTime CreatedAt { get; set; }
+        public BasicEmployeeVM? CreatedBy { get; set; }
+        public DateTime? UpdatedAt { get; set; }
+        public BasicEmployeeVM? UpdatedBy { get; set; }
+        public List<InvoiceAttachmentVM>? Attachments { get; set; }
+        public List<ReceivedInvoicePaymentVM>? ReceivedInvoicePayments { get; set; }
+        public List<InvoiceCommentVM>? Comments { get; set; }
+
+    }
+}

Marco.Pms.Model/ViewModels/Collection/InvoiceListVM.cs

@@ -0,0 +1,27 @@
+using Marco.Pms.Model.ViewModels.Activities;
+using Marco.Pms.Model.ViewModels.Projects;
+
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class InvoiceListVM
+    {
+        public Guid Id { get; set; }
+        public string Title { get; set; } = default!;
+        public string Description { get; set; } = default!;
+        public string InvoiceNumber { get; set; } = default!;
+        public string? EInvoiceNumber { get; set; }
+        public BasicProjectVM? Project { get; set; }
+        public DateTime InvoiceDate { get; set; }
+        public DateTime ClientSubmitedDate { get; set; }
+        public DateTime ExceptedPaymentDate { get; set; }
+        public double BasicAmount { get; set; }
+        public double TaxAmount { get; set; }
+        public double BalanceAmount { get; set; }
+        public bool IsActive { get; set; }
+        public bool MarkAsCompleted { get; set; }
+        public DateTime CreatedAt { get; set; }
+        public BasicEmployeeVM? CreatedBy { get; set; }
+        public DateTime? UpdatedAt { get; set; }
+        public BasicEmployeeVM? UpdatedBy { get; set; }
+    }
+}

Marco.Pms.Model/ViewModels/Collection/PaymentAdjustmentHeadVM.cs

@@ -0,0 +1,10 @@
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class PaymentAdjustmentHeadVM
+    {
+        public Guid Id { get; set; }
+        public string? Name { get; set; }
+        public string? Description { get; set; }
+        public bool IsActive { get; set; } = true;
+    }
+}

Marco.Pms.Model/ViewModels/Collection/ReceivedInvoicePaymentVM.cs

@@ -0,0 +1,18 @@
+using Marco.Pms.Model.ViewModels.Activities;
+
+namespace Marco.Pms.Model.ViewModels.Collection
+{
+    public class ReceivedInvoicePaymentVM
+    {
+        public Guid Id { get; set; }
+        public Guid InvoiceId { get; set; }
+        public DateTime PaymentReceivedDate { get; set; }
+        public PaymentAdjustmentHeadVM? PaymentAdjustmentHead { get; set; }
+        public string TransactionId { get; set; } = default!;
+        public double Amount { get; set; }
+        public string? Comment { get; set; }
+        public bool IsActive { get; set; } = true;
+        public DateTime CreatedAt { get; set; }
+        public BasicEmployeeVM? CreatedBy { get; set; }
+    }
+}

Marco.Pms.Model/ViewModels/Expenses/ExpenseDetailsVM.cs

@@ -19,7 +19,6 @@ namespace Marco.Pms.Model.ViewModels.Expenses
         public DateTime TransactionDate { get; set; }
         public DateTime CreatedAt { get; set; }
         public string SupplerName { get; set; } = string.Empty;
-        public string? ExpenseUId { get; set; }
         public double Amount { get; set; }
         public ExpensesStatusMasterVM? Status { get; set; }
         public List<ExpensesStatusMasterVM>? NextStatus { get; set; }
@@ -27,6 +26,7 @@ namespace Marco.Pms.Model.ViewModels.Expenses
         public string? TransactionId { get; set; }
         public string Description { get; set; } = string.Empty;
         public string? Location { get; set; }
+        public string? ExpenseUId { get; set; }
         public List<BasicDocumentVM> Documents { get; set; } = new List<BasicDocumentVM>();
         public List<ExpenseLogVM> ExpenseLogs { get; set; } = new List<ExpenseLogVM>();
         public string? GSTNumber { get; set; }

Marco.Pms.Model/ViewModels/Organization/ProjectOrganizationVM.cs

@@ -11,7 +11,6 @@ namespace Marco.Pms.Model.ViewModels.Organization
         public string? ContactPerson { get; set; }
         public double SPRID { get; set; }
         public string? logoImage { get; set; }
-        public string? OrganizationType { get; set; }
         public DateTime AssignedDate { get; set; }
         public BasicEmployeeVM? AssignedBy { get; set; }
         public ServiceMasterVM? Service { get; set; }

Marco.Pms.Model/ViewModels/Report/ProjectStatisticReport.cs

@@ -7,18 +7,15 @@
         public required string TimeStamp { get; set; }
         public int TodaysAttendances { get; set; }
         public int TotalEmployees { get; set; }
-        public double AttendancePercentage { get; set; }
         public int RegularizationPending { get; set; }
         public int CheckoutPending { get; set; }
         public double TotalPlannedWork { get; set; }
         public double TotalCompletedWork { get; set; }
-        public double CompletionStatus { get; set; }
         public double TotalPlannedTask { get; set; }
         public double TotalCompletedTask { get; set; }
-        public double TaskPercentage { get; set; }
+        public double CompletionStatus { get; set; }
         public int ReportPending { get; set; }
         public int TodaysAssignTasks { get; set; }
-        public int TodaysCompletedTasks { get; set; }
         public List<TeamOnSite> TeamOnSite { get; set; } = new List<TeamOnSite>();
         public List<PerformedTask> PerformedTasks { get; set; } = new List<PerformedTask>();
         public List<PerformedAttendance> PerformedAttendance { get; set; } = new List<PerformedAttendance>();

Marco.Pms.Services/Controllers/AppMenuController.cs

@@ -470,6 +470,19 @@ namespace Marco.Pms.Services.Controllers
 
                     foreach (var item in menu.Items)
                     {
+                        if (item.Text == "Projects")
+                        {
+                            allowedItems.Add(new MenuItem
+                            {
+                                Text = "Projects",
+                                Icon = "bx bx-building-house",
+                                Available = true,
+                                Link = "/projects",
+                                PermissionIds = new List<string>(),
+                                Submenu = new List<SubMenuItem>()
+                            });
+                            continue;
+                        }
                         // --- Item permission check ---
                         if (!item.PermissionIds.Any())
                         {
@@ -577,7 +590,6 @@ namespace Marco.Pms.Services.Controllers
                         {
                             new MasterMenuVM { Id = 3, Name = "Work Category" },
                             new MasterMenuVM { Id = 8, Name = "Services" }
-                            //new MasterMenuVM { Id = 10, Name = "Payment Mode" }
                         }
                     },
                     {
@@ -591,7 +603,8 @@ namespace Marco.Pms.Services.Controllers
                         ExpenseManagement, new List<MasterMenuVM>
                         {
                             new MasterMenuVM { Id = 6, Name = "Expense Type" },
-                            new MasterMenuVM { Id = 7, Name = "Payment Mode" }
+                            new MasterMenuVM { Id = 7, Name = "Payment Mode" },
+                            new MasterMenuVM { Id = 10, Name = "Payment Adjustment Head" }
                         }
                     }
                 };
@@ -608,6 +621,20 @@ namespace Marco.Pms.Services.Controllers
                 var featureIds = await generalHelper.GetFeatureIdsByTenentIdAsync(tenantId);
                 _logger.LogInfo("Enabled features for TenantId: {TenantId} -> {FeatureIds}", tenantId, string.Join(",", featureIds));
 
+                if (!(featureIds?.Any() ?? false))
+                {
+                    featureIds = new List<Guid>
+                    {
+                        new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"),   // Expense Management feature
+                        new Guid("81ab8a87-8ccd-4015-a917-0627cee6a100"),   // Employee Management feature
+                        new Guid("52c9cf54-1eb2-44d2-81bb-524cf29c0a94"),   // Attendance Management feature
+                        new Guid("a8cf4331-8f04-4961-8360-a3f7c3cc7462"),   // Document Management feature
+                        new Guid("be3b3afc-6ccf-4566-b9b6-aafcb65546be"),   // Masters Management feature
+                        new Guid("39e66f81-efc6-446c-95bd-46bff6cfb606"),   // Directory Management feature
+                        new Guid("6d4c82d6-dbce-48ab-b8b8-f785f4d8c914")    // Organization Management feature
+                    };
+                }
+
                 // Aggregate menus based on enabled features
                 var response = featureIds
                     .Where(id => featureMenus.ContainsKey(id))

Marco.Pms.Services/Controllers/AttendanceController.cs

@@ -5,7 +5,6 @@ using Marco.Pms.Model.Dtos.Attendance;
 using Marco.Pms.Model.Employees;
 using Marco.Pms.Model.Entitlements;
 using Marco.Pms.Model.Mapper;
-using Marco.Pms.Model.Projects;
 using Marco.Pms.Model.Utilities;
 using Marco.Pms.Model.ViewModels.Activities;
 using Marco.Pms.Model.ViewModels.AttendanceVM;
@@ -158,29 +157,12 @@ namespace MarcoBMS.Services.Controllers
         /// <returns></returns>
 
         [HttpGet("project/log")]
-        public async Task<IActionResult> EmployeeAttendanceByDateRange([FromQuery] Guid projectId, [FromQuery] Guid? organizationId, [FromQuery] string? dateFrom = null, [FromQuery] string? dateTo = null)
+        public async Task<IActionResult> EmployeeAttendanceByDateRange([FromQuery] Guid? projectId, [FromQuery] Guid? organizationId, [FromQuery] string? dateFrom = null, [FromQuery] string? dateTo = null)
         {
-            using var scope = _serviceScopeFactory.CreateScope();
-            var _projectServices = scope.ServiceProvider.GetRequiredService<IProjectServices>();
+            var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
-            var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
-
-            var project = await _context.Projects.AsNoTracking().FirstOrDefaultAsync(p => p.Id == projectId && p.TenantId == tenantId);
-            if (project == null)
-            {
-                _logger.LogWarning("Project {ProjectId} not found in database", projectId);
-                return NotFound(ApiResponse<object>.ErrorResponse("Project not found."));
-            }
-
-            var hasTeamAttendancePermission = await _permission.HasPermission(PermissionsMaster.TeamAttendance, loggedInEmployee.Id);
-            var hasSelfAttendancePermission = await _permission.HasPermission(PermissionsMaster.SelfAttendance, loggedInEmployee.Id);
-            var hasProjectPermission = await _permission.HasProjectPermission(loggedInEmployee, projectId);
-
-            if (!hasProjectPermission)
-            {
-                _logger.LogWarning("Employee {EmployeeId} tries to access attendance of project {ProjectId}, but don't have access", loggedInEmployee.Id, projectId);
-                return Unauthorized(ApiResponse<object>.ErrorResponse("Unauthorized access", "Unauthorized access", 404));
-            }
+            var hasTeamAttendancePermission = await _permission.HasPermission(PermissionsMaster.TeamAttendance, LoggedInEmployee.Id);
+            var hasSelfAttendancePermission = await _permission.HasPermission(PermissionsMaster.SelfAttendance, LoggedInEmployee.Id);
 
             DateTime fromDate = new DateTime();
             DateTime toDate = new DateTime();
@@ -196,32 +178,46 @@ namespace MarcoBMS.Services.Controllers
                 return BadRequest(ApiResponse<object>.ErrorResponse("Invalid Date", "Invalid Date", 400));
             }
 
-            if (projectId == Guid.Empty)
-            {
-                _logger.LogWarning("The project Id sent by user is less than or equal to zero");
-                return BadRequest(ApiResponse<object>.ErrorResponse("Project ID is required and must be greater than zero.", "Project ID is required and must be greater than zero.", 400));
-            }
-
             var result = new List<EmployeeAttendanceVM>();
             //Attendance? attendance = null;
-            ProjectAllocation? teamMember = null;
 
             if (dateFrom == null) fromDate = DateTime.UtcNow.Date;
             if (dateTo == null && dateFrom != null) toDate = fromDate.AddDays(-1);
 
+            var lstAttendanceQuery = _context.Attendes
+                .Include(a => a.Employee)
+                    .ThenInclude(e => e!.JobRole)
+                .Include(a => a.Employee)
+                    .ThenInclude(e => e!.JobRole)
+                .Include(a => a.Employee)
+                    .ThenInclude(e => e!.Organization)
+                .Include(a => a.Employee)
+                    .ThenInclude(e => e!.JobRole)
+                .Where(a =>
+                    a.AttendanceDate.Date >= fromDate.Date &&
+                    a.AttendanceDate.Date <= toDate.Date &&
+                    a.TenantId == tenantId &&
+                    a.Employee != null &&
+                    a.Employee.Organization != null &&
+                    a.Employee.JobRole != null);
+
+            if (organizationId.HasValue)
+            {
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.Employee != null && a.Employee.OrganizationId == organizationId);
+            }
+
+            if (projectId.HasValue)
+            {
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.ProjectID == projectId);
+            }
+
             if (hasTeamAttendancePermission)
             {
-                List<Attendance> lstAttendance = await _context.Attendes
-                    .Include(a => a.RequestedBy)
-                        .ThenInclude(e => e!.JobRole)
-                    .Include(a => a.Approver)
-                        .ThenInclude(e => e!.JobRole)
-                    .Where(c => c.ProjectID == projectId && c.AttendanceDate.Date >= fromDate.Date && c.AttendanceDate.Date <= toDate.Date && c.TenantId == tenantId)
-                    .ToListAsync();
+                List<Attendance> lstAttendance = await lstAttendanceQuery.ToListAsync();
 
+                var projectIds = lstAttendance.Select(a => a.ProjectID).ToList();
+                var projects = await _context.Projects.Where(p => projectIds.Contains(p.Id) && p.TenantId == tenantId).ToListAsync();
 
-                List<ProjectAllocation> projectteam = await _projectServices.GetTeamByProject(tenantId, projectId, organizationId, true);
-                var jobRole = await _context.JobRoles.ToListAsync();
                 foreach (Attendance? attendance in lstAttendance)
                 {
                     var result1 = new EmployeeAttendanceVM()
@@ -230,98 +226,58 @@ namespace MarcoBMS.Services.Controllers
                         CheckInTime = attendance.InTime,
                         CheckOutTime = attendance.OutTime,
                         Activity = attendance.Activity,
-                        ApprovedAt = attendance.ApprovedAt,
-                        Approver = _mapper.Map<BasicEmployeeVM>(attendance.Approver),
+                        EmployeeId = attendance.EmployeeId,
+                        FirstName = attendance.Employee?.FirstName,
+                        LastName = attendance.Employee?.LastName,
+                        JobRoleName = attendance.Employee?.JobRole?.Name,
+                        ProjectId = attendance.ProjectID,
+                        ProjectName = projects.Where(p => p.Id == attendance.ProjectID).Select(p => p.Name).FirstOrDefault(),
+                        OrganizationName = attendance.Employee?.Organization?.Name,
                         RequestedAt = attendance.RequestedAt,
-                        RequestedBy = _mapper.Map<BasicEmployeeVM>(attendance.RequestedBy)
+                        RequestedBy = _mapper.Map<BasicEmployeeVM>(attendance.RequestedBy),
+                        ApprovedAt = attendance.ApprovedAt,
+                        Approver = _mapper.Map<BasicEmployeeVM>(attendance.Approver)
                     };
-                    teamMember = projectteam.Find(x => x.EmployeeId == attendance.EmployeeId);
-                    if (teamMember != null)
-                    {
-                        result1.EmployeeAvatar = null;
-                        result1.EmployeeId = teamMember.EmployeeId;
-                        if (teamMember.Employee != null)
-                        {
-                            result1.FirstName = teamMember.Employee.FirstName;
-                            result1.LastName = teamMember.Employee.LastName;
-                            result1.JobRoleName = teamMember.Employee.JobRole != null ? teamMember.Employee.JobRole.Name : null;
-                            result1.OrganizationName = teamMember.Employee.Organization?.Name;
-                            result1.ProjectId = projectId;
-                            result1.ProjectName = teamMember.Project?.Name;
-                        }
-                        else
-                        {
-                            result1.FirstName = null;
-                            result1.LastName = null;
-                            result1.JobRoleName = null;
-                            result1.OrganizationName = null;
-                        }
-
                     result.Add(result1);
                 }
-
-                }
             }
             else if (hasSelfAttendancePermission)
             {
-                List<Attendance> lstAttendances = await _context.Attendes
-                    .Include(a => a.RequestedBy)
-                        .ThenInclude(e => e!.JobRole)
-                    .Include(a => a.Approver)
-                        .ThenInclude(e => e!.JobRole)
-                    .Where(c => c.ProjectID == projectId && c.EmployeeId == loggedInEmployee.Id && c.AttendanceDate.Date >= fromDate.Date &&
-                        c.AttendanceDate.Date <= toDate.Date && c.TenantId == tenantId)
-                    .ToListAsync();
 
-                var projectAllocationQuery = _context.ProjectAllocations
-                    .Include(pa => pa.Project)
-                    .Include(pa => pa.Employee)
-                        .ThenInclude(e => e!.Organization)
-                    .Include(pa => pa.Employee)
-                        .ThenInclude(e => e!.JobRole)
-                    .Where(pa => pa.EmployeeId == loggedInEmployee.Id && pa.TenantId == tenantId && pa.IsActive &&
-                        pa.ProjectId == projectId && pa.Project != null &&
-                        pa.Employee != null && pa.Employee.Organization != null && pa.Employee.JobRole != null);
+                var lstAttendances = await lstAttendanceQuery.Where(a => a.EmployeeId == LoggedInEmployee.Id).ToListAsync();
 
-                if (organizationId.HasValue)
-                {
-                    projectAllocationQuery = projectAllocationQuery.Where(pa => pa.Employee != null && pa.Employee.OrganizationId == organizationId);
-                }
+                var projectIds = lstAttendances.Select(a => a.ProjectID).ToList();
+                var projects = await _context.Projects.Where(p => projectIds.Contains(p.Id) && p.TenantId == tenantId).ToListAsync();
 
-                var projectAllocation = await projectAllocationQuery.FirstOrDefaultAsync();
 
                 foreach (var attendance in lstAttendances)
-                {
-                    if (projectAllocation != null)
                 {
                     EmployeeAttendanceVM result1 = new EmployeeAttendanceVM
                     {
                         Id = attendance.Id,
                         EmployeeAvatar = null,
-                            EmployeeId = projectAllocation.EmployeeId,
-                            FirstName = projectAllocation.Employee?.FirstName,
-                            LastName = projectAllocation.Employee?.LastName,
-                            JobRoleName = projectAllocation.Employee?.JobRole?.Name,
-                            OrganizationName = projectAllocation.Employee?.Organization?.Name,
+                        EmployeeId = attendance.EmployeeId,
+                        FirstName = attendance.Employee?.FirstName,
+                        LastName = attendance.Employee?.LastName,
+                        JobRoleName = attendance.Employee?.JobRole?.Name,
                         ProjectId = attendance.ProjectID,
-                            ProjectName = projectAllocation.Project?.Name,
+                        ProjectName = projects.Where(p => p.Id == attendance.ProjectID).Select(p => p.Name).FirstOrDefault(),
+                        OrganizationName = attendance.Employee?.Organization?.Name,
                         CheckInTime = attendance.InTime,
                         CheckOutTime = attendance.OutTime,
                         Activity = attendance.Activity,
-                            ApprovedAt = attendance.ApprovedAt,
-                            Approver = _mapper.Map<BasicEmployeeVM>(attendance.Approver),
                         RequestedAt = attendance.RequestedAt,
-                            RequestedBy = _mapper.Map<BasicEmployeeVM>(attendance.RequestedBy)
+                        RequestedBy = _mapper.Map<BasicEmployeeVM>(attendance.RequestedBy),
+                        ApprovedAt = attendance.ApprovedAt,
+                        Approver = _mapper.Map<BasicEmployeeVM>(attendance.Approver)
                     };
                     result.Add(result1);
                 }
             }
-            }
             _logger.LogInfo("{count} Attendance records fetched successfully", result.Count);
             return Ok(ApiResponse<object>.SuccessResponse(result, System.String.Format("{0} Attendance records fetched successfully", result.Count), 200));
         }
 
-        [HttpGet("project/team")]
         /// <summary>
         /// Retrieves employee attendance records for a specified project and date.
         /// The result is filtered based on the logged-in employee's permissions (Team or Self).
@@ -331,12 +287,14 @@ namespace MarcoBMS.Services.Controllers
         /// <param name="includeInactive">Optional. Includes inactive employees in the team list if true.</param>
         /// <param name="date">Optional. The date for which to fetch attendance, in "yyyy-MM-dd" format. Defaults to the current UTC date.</param>
         /// <returns>An IActionResult containing a list of employee attendance records or an error response.</returns>
-        public async Task<IActionResult> EmployeeAttendanceByProjectAsync([FromQuery] Guid projectId, [FromQuery] Guid? organizationId, [FromQuery] bool includeInactive, [FromQuery] string? date = null)
+
+        [HttpGet("project/team")]
+        public async Task<IActionResult> EmployeeAttendanceByProjectAsync([FromQuery] Guid? projectId, [FromQuery] Guid? organizationId, [FromQuery] bool includeInactive, [FromQuery] string? date = null)
         {
             var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             // --- 1. Initial Validation and Permission Checks ---
-            _logger.LogInfo("Fetching attendance for ProjectId: {ProjectId}, TenantId: {TenantId}", projectId, tenantId);
+            _logger.LogInfo("Fetching attendance for ProjectId: {ProjectId}, TenantId: {TenantId}", projectId ?? Guid.Empty, tenantId);
 
             // Validate date format
             if (!DateTime.TryParse(date, out var forDate))
@@ -344,20 +302,6 @@ namespace MarcoBMS.Services.Controllers
                 forDate = DateTime.UtcNow.Date; // Default to today's date
             }
 
-            // Check if the project exists and if the employee has access
-            var project = await _context.Projects.AsNoTracking().FirstOrDefaultAsync(p => p.Id == projectId && p.TenantId == tenantId);
-            if (project == null)
-            {
-                _logger.LogWarning("Project {ProjectId} not found in database", projectId);
-                return NotFound(ApiResponse<object>.ErrorResponse("Project not found."));
-            }
-
-            if (!await _permission.HasProjectPermission(loggedInEmployee, projectId))
-            {
-                _logger.LogWarning("Unauthorized access attempt by EmployeeId: {EmployeeId} for ProjectId: {ProjectId}", loggedInEmployee.Id, projectId);
-                return Unauthorized(ApiResponse<object>.ErrorResponse("You do not have permission to access this project."));
-            }
-
             // --- 2. Delegate to Specific Logic Based on Permissions ---
             try
             {
@@ -366,13 +310,17 @@ namespace MarcoBMS.Services.Controllers
 
                 if (hasTeamAttendancePermission)
                 {
+                    if (!organizationId.HasValue)
+                    {
+                        organizationId = loggedInEmployee.OrganizationId;
+                    }
                     _logger.LogInfo("EmployeeId: {EmployeeId} has Team Attendance permission. Fetching team attendance.", loggedInEmployee.Id);
-                    result = await GetTeamAttendanceAsync(tenantId, projectId, organizationId, forDate, includeInactive);
+                    result = await GetTeamAttendanceAsync(tenantId, projectId, organizationId.Value, forDate, includeInactive);
                 }
                 else if (await _permission.HasPermission(PermissionsMaster.SelfAttendance, loggedInEmployee.Id))
                 {
                     _logger.LogInfo("EmployeeId: {EmployeeId} has Self Attendance permission. Fetching self attendance.", loggedInEmployee.Id);
-                    result = await GetSelfAttendanceAsync(tenantId, projectId, loggedInEmployee.Id, organizationId, forDate);
+                    result = await GetSelfAttendanceAsync(tenantId, projectId, loggedInEmployee.Id, forDate);
                 }
                 else
                 {
@@ -380,48 +328,48 @@ namespace MarcoBMS.Services.Controllers
                     return StatusCode(403, ApiResponse<object>.ErrorResponse("You do not have permission to view attendance.", new { }, 403));
                 }
 
-                _logger.LogInfo("Successfully fetched {Count} attendance records for ProjectId: {ProjectId}", result.Count, projectId);
+                _logger.LogInfo("Successfully fetched {Count} attendance records for ProjectId: {ProjectId}", result.Count, projectId ?? Guid.Empty);
                 return Ok(ApiResponse<object>.SuccessResponse(result, $"{result.Count} attendance records fetched successfully."));
             }
             catch (Exception ex)
             {
-                _logger.LogError(ex, "An error occurred while fetching attendance for ProjectId: {ProjectId}", projectId);
+                _logger.LogError(ex, "An error occurred while fetching attendance for ProjectId: {ProjectId}", projectId ?? Guid.Empty);
                 return StatusCode(500, ApiResponse<object>.ErrorResponse("An internal server error occurred."));
             }
         }
 
-
         [HttpGet("regularize")]
-        public async Task<IActionResult> GetRequestRegularizeAttendance([FromQuery] Guid projectId, [FromQuery] Guid? organizationId, [FromQuery] bool IncludeInActive)
+        public async Task<IActionResult> GetRequestRegularizeAttendance([FromQuery] Guid? projectId, [FromQuery] Guid? organizationId, [FromQuery] bool IncludeInActive)
         {
-            using var scope = _serviceScopeFactory.CreateScope();
-            var _projectServices = scope.ServiceProvider.GetRequiredService<IProjectServices>();
-
             Employee LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
             var result = new List<EmployeeAttendanceVM>();
-            var hasProjectPermission = await _permission.HasProjectPermission(LoggedInEmployee, projectId);
 
-            if (!hasProjectPermission)
-            {
-                _logger.LogWarning("Employee {EmployeeId} tries to access attendance of project {ProjectId}, but don't have access", LoggedInEmployee.Id, projectId);
-                return Unauthorized(ApiResponse<object>.ErrorResponse("Unauthorized access", "Unauthorized access", 404));
-            }
-
-            List<Attendance> lstAttendance = await _context.Attendes
+            var lstAttendanceQuery = _context.Attendes
                 .Include(a => a.RequestedBy)
                     .ThenInclude(e => e!.JobRole)
-                .Include(a => a.Approver)
+                .Include(a => a.Employee)
+                    .ThenInclude(e => e!.Organization)
+                .Include(a => a.Employee)
                     .ThenInclude(e => e!.JobRole)
-                .Where(c => c.ProjectID == projectId && c.Activity == ATTENDANCE_MARK_TYPE.REQUEST_REGULARIZE && c.TenantId == tenantId)
-                .ToListAsync();
 
-            List<ProjectAllocation> projectteam = await _projectServices.GetTeamByProject(tenantId, projectId, organizationId, true);
-            var idList = projectteam.Select(p => p.EmployeeId).ToList();
+                .Where(c => c.Activity == ATTENDANCE_MARK_TYPE.REQUEST_REGULARIZE && c.Employee != null && c.Employee.JobRole != null && c.TenantId == tenantId);
+
+            if (organizationId.HasValue)
+            {
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.Employee != null && a.Employee.OrganizationId == organizationId);
+            }
+
+            if (projectId.HasValue)
+            {
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.ProjectID == projectId);
+            }
+
+            List<Attendance> lstAttendance = await lstAttendanceQuery.ToListAsync();
+
+            var projectIds = lstAttendance.Select(a => a.ProjectID).ToList();
+            var projects = await _context.Projects.Where(p => projectIds.Contains(p.Id) && p.TenantId == tenantId).ToListAsync();
 
             foreach (Attendance attende in lstAttendance)
-            {
-                var teamMember = projectteam.Find(m => m.EmployeeId == attende.EmployeeId);
-                if (teamMember != null && teamMember.Employee != null && teamMember.Employee.JobRole != null)
             {
                 var result1 = new EmployeeAttendanceVM()
                 {
@@ -431,19 +379,16 @@ namespace MarcoBMS.Services.Controllers
                     Activity = attende.Activity,
                     EmployeeAvatar = null,
                     EmployeeId = attende.EmployeeId,
-                        FirstName = teamMember.Employee.FirstName,
-                        LastName = teamMember.Employee.LastName,
-                        JobRoleName = teamMember.Employee.JobRole.Name,
-                        OrganizationName = teamMember.Employee.Organization?.Name,
-                        ProjectId = projectId,
-                        ProjectName = teamMember.Project?.Name,
-                        ApprovedAt = attende.ApprovedAt,
-                        Approver = _mapper.Map<BasicEmployeeVM>(attende.Approver),
+                    ProjectId = attende.ProjectID,
+                    FirstName = attende.Employee?.FirstName,
+                    ProjectName = projects.Where(p => p.Id == attende.ProjectID).Select(p => p.Name).FirstOrDefault(),
+                    LastName = attende.Employee?.LastName,
+                    JobRoleName = attende.Employee?.JobRole?.Name,
+                    OrganizationName = attende.Employee?.Organization?.Name,
                     RequestedAt = attende.RequestedAt,
                     RequestedBy = _mapper.Map<BasicEmployeeVM>(attende.RequestedBy)
                 };
                 result.Add(result1);
-                }
 
 
             }
@@ -456,8 +401,7 @@ namespace MarcoBMS.Services.Controllers
             return Ok(ApiResponse<object>.SuccessResponse(result, System.String.Format("{0} Attendance records fetched successfully", result.Count), 200));
         }
 
-        [HttpPost]
-        [Route("record")]
+        [HttpPost("record")]
         public async Task<IActionResult> RecordAttendance([FromBody] RecordAttendanceDot recordAttendanceDot)
         {
             if (!ModelState.IsValid)
@@ -473,11 +417,10 @@ namespace MarcoBMS.Services.Controllers
             using var scope = _serviceScopeFactory.CreateScope();
             var _signalR = scope.ServiceProvider.GetRequiredService<IHubContext<MarcoHub>>();
             var _employeeHelper = scope.ServiceProvider.GetRequiredService<EmployeeHelper>();
-            var _firebase = scope.ServiceProvider.GetRequiredService<IFirebaseService>();
 
             var currentEmployee = await _userHelper.GetCurrentEmployeeAsync();
-            using var transaction = await _context.Database.BeginTransactionAsync();
 
+            using var transaction = await _context.Database.BeginTransactionAsync();
             try
             {
                 Attendance? attendance = await _context.Attendes.FirstOrDefaultAsync(a => a.Id == recordAttendanceDot.Id && a.TenantId == tenantId); ;
@@ -508,18 +451,22 @@ namespace MarcoBMS.Services.Controllers
                     {
                         attendance.IsApproved = true;
                         attendance.Activity = ATTENDANCE_MARK_TYPE.REGULARIZE;
+
+
+                        //string timeString = "10:30 PM"; // Format: "hh:mm tt"
+
                         attendance.OutTime = finalDateTime;
                     }
                     else if (recordAttendanceDot.Action == ATTENDANCE_MARK_TYPE.REQUEST_REGULARIZE)
                     {
                         DateTime date = attendance.AttendanceDate;
                         finalDateTime = GetDateFromTimeStamp(date.Date, recordAttendanceDot.MarkTime);
-                        if (attendance.InTime < finalDateTime)
+                        if (attendance.InTime <= finalDateTime)
                         {
                             attendance.OutTime = finalDateTime;
                             attendance.Activity = ATTENDANCE_MARK_TYPE.REQUEST_REGULARIZE;
-                            attendance.RequestedById = currentEmployee.Id;
                             attendance.RequestedAt = DateTime.UtcNow;
+                            attendance.RequestedById = currentEmployee.Id;
                         }
                         else
                         {
@@ -608,11 +555,13 @@ namespace MarcoBMS.Services.Controllers
                         CheckOutTime = attendance.OutTime,
                         EmployeeAvatar = null,
                         EmployeeId = recordAttendanceDot.EmployeeID,
+                        ProjectId = attendance.ProjectID,
                         FirstName = employee.FirstName,
                         LastName = employee.LastName,
                         Id = attendance.Id,
                         Activity = attendance.Activity,
-                        JobRoleName = employee.JobRole.Name
+                        JobRoleName = employee.JobRole.Name,
+                        OrganizationName = employee.Organization?.Name
                     };
                     var sendActivity = 0;
                     if (recordAttendanceDot.Id == Guid.Empty)
@@ -628,7 +577,7 @@ namespace MarcoBMS.Services.Controllers
                         // --- Push Notification Section ---
                         // This section attempts to send a test push notification to the user's device.
                         // It's designed to fail gracefully and handle invalid Firebase Cloud Messaging (FCM) tokens.
-
+                        var _firebase = scope.ServiceProvider.GetRequiredService<IFirebaseService>();
                         var name = $"{vm.FirstName} {vm.LastName}";
 
                         await _firebase.SendAttendanceMessageAsync(attendance.ProjectID, name, recordAttendanceDot.Action, attendance.EmployeeId, tenantId);
@@ -669,9 +618,9 @@ namespace MarcoBMS.Services.Controllers
 
             using var scope = _serviceScopeFactory.CreateScope();
             var _s3Service = scope.ServiceProvider.GetRequiredService<S3UploadService>();
-            var _signalR = scope.ServiceProvider.GetRequiredService<IHubContext<MarcoHub>>();
             var _employeeHelper = scope.ServiceProvider.GetRequiredService<EmployeeHelper>();
             var _firebase = scope.ServiceProvider.GetRequiredService<IFirebaseService>();
+            var _signalR = scope.ServiceProvider.GetRequiredService<IHubContext<MarcoHub>>();
 
             var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
             var batchId = Guid.NewGuid();
@@ -736,8 +685,8 @@ namespace MarcoBMS.Services.Controllers
                             {
                                 attendance.OutTime = finalDateTime;
                                 attendance.Activity = ATTENDANCE_MARK_TYPE.REQUEST_REGULARIZE;
-                                attendance.RequestedById = loggedInEmployee.Id;
                                 attendance.RequestedAt = DateTime.UtcNow;
+                                attendance.RequestedById = loggedInEmployee.Id;
                             }
                             else
                             {
@@ -748,14 +697,14 @@ namespace MarcoBMS.Services.Controllers
                         case ATTENDANCE_MARK_TYPE.REGULARIZE:
                             attendance.IsApproved = true;
                             attendance.Activity = ATTENDANCE_MARK_TYPE.REGULARIZE;
-                            attendance.ApprovedById = loggedInEmployee.Id;
                             attendance.ApprovedAt = DateTime.UtcNow;
+                            attendance.ApprovedById = loggedInEmployee.Id;
                             break;
                         case ATTENDANCE_MARK_TYPE.REGULARIZE_REJECT:
                             attendance.IsApproved = false;
                             attendance.Activity = ATTENDANCE_MARK_TYPE.REGULARIZE_REJECT;
-                            attendance.ApprovedById = loggedInEmployee.Id;
                             attendance.ApprovedAt = DateTime.UtcNow;
+                            attendance.ApprovedById = loggedInEmployee.Id;
                             break;
                     }
 
@@ -821,6 +770,7 @@ namespace MarcoBMS.Services.Controllers
                 {
                     Id = attendance.Id,
                     EmployeeId = employee.Id,
+                    ProjectId = attendance.ProjectID,
                     FirstName = employee.FirstName,
                     LastName = employee.LastName,
                     CheckInTime = attendance.InTime,
@@ -883,65 +833,54 @@ namespace MarcoBMS.Services.Controllers
         /// <summary>
         /// Fetches attendance for an entire project team using a single, optimized database query.
         /// </summary>
-        private async Task<List<EmployeeAttendanceVM>> GetTeamAttendanceAsync(Guid tenantId, Guid projectId, Guid? organizationId, DateTime forDate, bool includeInactive)
+        private async Task<List<EmployeeAttendanceVM>> GetTeamAttendanceAsync(Guid tenantId, Guid? projectId, Guid organizationId, DateTime forDate, bool includeInactive)
         {
             // This single query joins ProjectAllocations with Employees and performs a LEFT JOIN with Attendances.
             // This is far more efficient than fetching collections and joining them in memory.
-            var query = _context.ProjectAllocations
-                .Include(pa => pa.Project)
-                .Include(pa => pa.Employee)
-                    .ThenInclude(e => e!.Organization)
-                .Include(pa => pa.Employee)
-                    .ThenInclude(e => e!.JobRole)
-                .Where(pa => pa.TenantId == tenantId && pa.ProjectId == projectId);
+            var query = _context.Employees
+                .Include(e => e!.Organization)
+                .Include(e => e!.JobRole)
+                .Where(e => e.OrganizationId == organizationId && e.Organization != null && e.JobRole != null && e.IsActive);
 
-            // Apply filters based on optional parameters
-            if (!includeInactive)
+
+            var lstAttendanceQuery = _context.Attendes.Where(c => c.AttendanceDate.Date == forDate && c.TenantId == tenantId);
+
+            if (projectId.HasValue)
             {
-                query = query.Where(pa => pa.IsActive);
-            }
-            if (organizationId.HasValue)
-            {
-                query = query.Where(pa => pa.Employee != null && pa.Employee.OrganizationId == organizationId);
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.ProjectID == projectId);
             }
 
-            List<Attendance> lstAttendance = await _context.Attendes
-                .Include(a => a.RequestedBy)
-                    .ThenInclude(e => e!.JobRole)
-                .Include(a => a.Approver)
-                    .ThenInclude(e => e!.JobRole)
-                .Where(c => c.ProjectID == projectId && c.AttendanceDate.Date == forDate && c.TenantId == tenantId).ToListAsync();
+            List<Attendance> lstAttendance = await lstAttendanceQuery.ToListAsync();
 
-            var teamAttendance = await query
+            var employees = await query
                 .AsNoTracking()
                 .ToListAsync();
 
-            var response = teamAttendance
-                .Select(teamMember =>
+            var projectIds = lstAttendance.Select(a => a.ProjectID).ToList();
+            var projects = await _context.Projects.Where(p => projectIds.Contains(p.Id) && p.TenantId == tenantId).ToListAsync();
+
+            var response = employees
+                .Select(employee =>
                 {
                     var result1 = new EmployeeAttendanceVM()
                     {
                         EmployeeAvatar = null,
-                        EmployeeId = teamMember.EmployeeId,
-                        FirstName = teamMember.Employee?.FirstName,
-                        LastName = teamMember.Employee?.LastName,
-                        OrganizationName = teamMember.Employee?.Organization?.Name,
-                        JobRoleName = teamMember.Employee?.JobRole?.Name,
-                        ProjectId = projectId,
-                        ProjectName = teamMember.Project?.Name
+                        EmployeeId = employee.Id,
+                        FirstName = employee.FirstName,
+                        LastName = employee.LastName,
+                        OrganizationName = employee.Organization!.Name,
+                        JobRoleName = employee.JobRole!.Name,
                     };
 
-                    var attendance = lstAttendance.Find(x => x.EmployeeId == teamMember.EmployeeId) ?? new Attendance();
+                    var attendance = lstAttendance.Find(x => x.EmployeeId == employee.Id) ?? new Attendance();
                     if (attendance != null)
                     {
                         result1.Id = attendance.Id;
+                        result1.ProjectId = attendance.ProjectID;
                         result1.CheckInTime = attendance.InTime;
                         result1.CheckOutTime = attendance.OutTime;
                         result1.Activity = attendance.Activity;
-                        result1.ApprovedAt = attendance.ApprovedAt;
-                        result1.Approver = _mapper.Map<BasicEmployeeVM>(attendance.Approver);
-                        result1.RequestedAt = attendance.RequestedAt;
-                        result1.RequestedBy = _mapper.Map<BasicEmployeeVM>(attendance.RequestedBy);
+                        result1.ProjectName = projects.Where(p => p.Id == attendance.ProjectID).Select(p => p.Name).FirstOrDefault();
                     }
                     return result1;
                 })
@@ -954,58 +893,51 @@ namespace MarcoBMS.Services.Controllers
         /// <summary>
         /// Fetches a single attendance record for the logged-in employee.
         /// </summary>
-        private async Task<List<EmployeeAttendanceVM>> GetSelfAttendanceAsync(Guid tenantId, Guid projectId, Guid employeeId, Guid? organizationId, DateTime forDate)
+        private async Task<List<EmployeeAttendanceVM>> GetSelfAttendanceAsync(Guid tenantId, Guid? projectId, Guid employeeId, DateTime forDate)
         {
             List<EmployeeAttendanceVM> result = new List<EmployeeAttendanceVM>();
 
             // This query fetches the employee's project allocation and their attendance in a single trip.
-            Attendance lstAttendance = await _context.Attendes
-                .Include(a => a.RequestedBy)
-                    .ThenInclude(e => e!.JobRole)
-                .Include(a => a.Approver)
-                    .ThenInclude(e => e!.JobRole)
-                    .FirstOrDefaultAsync(c => c.ProjectID == projectId && c.EmployeeId == employeeId && c.AttendanceDate.Date == forDate && c.TenantId == tenantId) ?? new Attendance();
+            var lstAttendanceQuery = _context.Attendes
+                    .Where(c => c.EmployeeId == employeeId && c.AttendanceDate.Date == forDate && c.TenantId == tenantId);
 
-            var projectAllocationQuery = _context.ProjectAllocations
-                .Include(pa => pa.Project)
-                .Include(pa => pa.Employee)
-                    .ThenInclude(e => e!.Organization)
-                .Include(pa => pa.Employee)
-                    .ThenInclude(e => e!.JobRole)
-                .Where(pa => pa.EmployeeId == employeeId && pa.TenantId == tenantId && pa.IsActive &&
-                    pa.ProjectId == projectId && pa.Project != null &&
-                    pa.Employee != null && pa.Employee.Organization != null && pa.Employee.JobRole != null);
-
-            if (organizationId.HasValue)
+            if (projectId.HasValue)
             {
-                projectAllocationQuery = projectAllocationQuery.Where(pa => pa.Employee != null && pa.Employee.OrganizationId == organizationId);
+                lstAttendanceQuery = lstAttendanceQuery.Where(a => a.ProjectID == projectId);
             }
 
-            var projectAllocation = await projectAllocationQuery.FirstOrDefaultAsync();
+            List<Attendance> lstAttendances = await lstAttendanceQuery.ToListAsync() ?? new List<Attendance>();
 
-            if (projectAllocation != null)
+            var projectIds = lstAttendances.Select(a => a.ProjectID).ToList();
+            var projects = await _context.Projects.Where(p => projectIds.Contains(p.Id) && p.TenantId == tenantId).ToListAsync();
+
+            var employee = await _context.Employees
+                .Include(e => e.Organization)
+                .Include(e => e.JobRole)
+                .FirstOrDefaultAsync(e => e.Id == employeeId && e.IsActive);
+
+            if (employee != null && employee.JobRole != null && employee.Organization != null)
+            {
+                foreach (var lstAttendance in lstAttendances)
                 {
                     EmployeeAttendanceVM result1 = new EmployeeAttendanceVM
                     {
                         Id = lstAttendance.Id,
                         EmployeeAvatar = null,
-                    EmployeeId = projectAllocation.EmployeeId,
-                    FirstName = projectAllocation.Employee?.FirstName,
-                    OrganizationName = projectAllocation.Employee?.Organization?.Name,
-                    LastName = projectAllocation.Employee?.LastName,
-                    JobRoleName = projectAllocation.Employee?.JobRole?.Name,
-                    ProjectId = projectId,
-                    ProjectName = projectAllocation.Project?.Name,
+                        ProjectId = lstAttendance.ProjectID,
+                        EmployeeId = employee.Id,
+                        FirstName = employee.FirstName,
+                        OrganizationName = employee.Organization.Name,
+                        ProjectName = projects.Where(p => p.Id == lstAttendance.ProjectID).Select(p => p.Name).FirstOrDefault(),
+                        LastName = employee.LastName,
+                        JobRoleName = employee.JobRole.Name,
                         CheckInTime = lstAttendance.InTime,
                         CheckOutTime = lstAttendance.OutTime,
-                    Activity = lstAttendance.Activity,
-                    ApprovedAt = lstAttendance.ApprovedAt,
-                    Approver = _mapper.Map<BasicEmployeeVM>(lstAttendance.Approver),
-                    RequestedAt = lstAttendance.RequestedAt,
-                    RequestedBy = _mapper.Map<BasicEmployeeVM>(lstAttendance.RequestedBy)
+                        Activity = lstAttendance.Activity
                     };
                     result.Add(result1);
                 }
+            }
 
             return result;
         }

Marco.Pms.Services/Controllers/AuthController.cs

@@ -7,7 +7,6 @@ using Marco.Pms.Model.Employees;
 using Marco.Pms.Model.Entitlements;
 using Marco.Pms.Model.Utilities;
 using Marco.Pms.Model.ViewModels.Tenant;
-using Marco.Pms.Services.Helpers;
 using MarcoBMS.Services.Helpers;
 using MarcoBMS.Services.Service;
 using Microsoft.AspNetCore.Authorization;
@@ -60,7 +59,7 @@ namespace MarcoBMS.Services.Controllers
             {
 
                 var user = await _context.ApplicationUsers
-                    .FirstOrDefaultAsync(u => u.Email == loginDto.Username || u.PhoneNumber == loginDto.Username);
+                    .FirstOrDefaultAsync(u => u.Email == loginDto.Username || u.UserName == loginDto.Username);
 
                 if (user == null)
                 {
@@ -104,9 +103,13 @@ namespace MarcoBMS.Services.Controllers
                     return NotFound(ApiResponse<object>.ErrorResponse("Username not found", "Username not found", 404));
                 }
 
+                var tenants = await _context.Tenants.Where(t => t.OrganizationId == emp.OrganizationId).ToListAsync();
+
+                var tenant = tenants.OrderBy(t => t.OnBoardingDate).FirstOrDefault();
+
                 // Generate tokens
-                var token = _refreshTokenService.GenerateJwtToken(user.UserName, emp.TenantId ?? Guid.Empty, emp.OrganizationId, _jwtSettings);
-                var refreshToken = await _refreshTokenService.CreateRefreshToken(user.Id, emp.TenantId.ToString(), emp.OrganizationId, _jwtSettings);
+                var token = _refreshTokenService.GenerateJwtToken(user.UserName, tenant?.Id ?? Guid.Empty, emp.OrganizationId, _jwtSettings);
+                var refreshToken = await _refreshTokenService.CreateRefreshToken(user.Id, tenant?.Id.ToString(), emp.OrganizationId, _jwtSettings);
 
                 _logger.LogInfo("User login successful - UserId: {UserId}", user.Id);
                 return Ok(ApiResponse<object>.SuccessResponse(new
@@ -202,12 +205,17 @@ namespace MarcoBMS.Services.Controllers
                 }
                 _logger.LogInfo("Successfully found employee details for tenant ID: {TenantId}", emp.TenantId ?? Guid.Empty);
 
+
+                var tenants = await _context.Tenants.Where(t => t.OrganizationId == emp.OrganizationId).ToListAsync();
+
+                var tenant = tenants.OrderBy(t => t.OnBoardingDate).FirstOrDefault();
+
                 // Generate JWT token
-                var token = _refreshTokenService.GenerateJwtToken(user.UserName, emp.TenantId ?? Guid.Empty, emp.OrganizationId, _jwtSettings);
+                var token = _refreshTokenService.GenerateJwtToken(user.UserName, tenant?.Id ?? Guid.Empty, emp.OrganizationId, _jwtSettings);
 
                 // Generate a new refresh token and store it in the database.
                 _logger.LogInfo("Generating and storing Refresh Token for user: {Username}", user.UserName);
-                var refreshToken = await _refreshTokenService.CreateRefreshToken(user.Id, emp.TenantId.ToString(), emp.OrganizationId, _jwtSettings);
+                var refreshToken = await _refreshTokenService.CreateRefreshToken(user.Id, tenant?.Id.ToString(), emp.OrganizationId, _jwtSettings);
 
                 // Fetch MPIN Token
                 var mpinToken = await _context.MPINDetails.FirstOrDefaultAsync(p => p.UserId == Guid.Parse(user.Id));
@@ -265,31 +273,32 @@ namespace MarcoBMS.Services.Controllers
                 }
 
                 string? tokenType = claimsPrincipal.FindFirst("token_type")?.Value;
-                string? tokenTenantId = claimsPrincipal.FindFirst("TenantId")?.Value;
                 string? tokenUserId = claimsPrincipal.FindFirst(ClaimTypes.NameIdentifier)?.Value;
 
                 // Validate essential claims
-                if (string.IsNullOrWhiteSpace(tokenType) || string.IsNullOrWhiteSpace(tokenTenantId) || string.IsNullOrWhiteSpace(tokenUserId))
+                if (string.IsNullOrWhiteSpace(tokenType) || string.IsNullOrWhiteSpace(tokenUserId))
                 {
                     _logger.LogWarning("MPIN token claims are incomplete");
                     return Unauthorized(ApiResponse<object>.ErrorResponse("Invalid token claims", "MPIN token does not match your identity", 401));
                 }
 
-                Guid tenantId = Guid.Parse(tokenTenantId);
-
                 // Fetch employee by ID and tenant
                 var requestEmployee = await _context.Employees
                     .Include(e => e.ApplicationUser)
-                    .FirstOrDefaultAsync(e => e.Id == verifyMPIN.EmployeeId && e.TenantId == tenantId && e.ApplicationUserId == tokenUserId && e.IsActive);
+                    .FirstOrDefaultAsync(e => e.Id == verifyMPIN.EmployeeId && e.HasApplicationAccess && e.ApplicationUserId == tokenUserId && e.IsActive);
 
                 if (requestEmployee == null || string.IsNullOrWhiteSpace(requestEmployee.ApplicationUserId))
                 {
                     _logger.LogWarning("Employee not found or invalid for verification - EmployeeId: {EmployeeId}", verifyMPIN.EmployeeId);
                     return BadRequest(ApiResponse<object>.ErrorResponse("Invalid request", "Provided invalid employee information", 400));
                 }
+                var tenants = await _context.Tenants.Where(t => t.OrganizationId == requestEmployee.OrganizationId).ToListAsync();
+
+                var tenant = tenants.OrderBy(t => t.OnBoardingDate).FirstOrDefault();
+                Guid tenantId = tenant?.Id ?? Guid.Empty;
 
                 // Validate that the token belongs to the same employee making the request
-                if (requestEmployee.ApplicationUserId != tokenUserId || tokenType != "mpin")
+                if (requestEmployee.ApplicationUserId != tokenUserId || tokenType != "mpin" || tenantId == Guid.Empty)
                 {
                     _logger.LogWarning("Token identity does not match employee info - EmployeeId: {EmployeeId}", requestEmployee.Id);
                     return Unauthorized(ApiResponse<object>.ErrorResponse("Unauthorized", "MPIN token does not match your identity", 401));
@@ -402,7 +411,9 @@ namespace MarcoBMS.Services.Controllers
                 //var accessToken = _refreshTokenService.GenerateJwtTokenWithOrganization(requestEmployee.ApplicationUser?.UserName, requestEmployee.OrganizationId, _jwtSettings);
                 //var refreshToken = await _refreshTokenService.CreateRefreshTokenWithOrganization(requestEmployee.ApplicationUserId, requestEmployee.OrganizationId, _jwtSettings);
 
-                var tenant = await _context.Tenants.FirstOrDefaultAsync(t => t.OrganizationId == requestEmployee.OrganizationId);
+                var tenants = await _context.Tenants.Where(t => t.OrganizationId == requestEmployee.OrganizationId).ToListAsync();
+
+                var tenant = tenants.OrderBy(t => t.OnBoardingDate).FirstOrDefault();
 
                 var accessToken = _refreshTokenService.GenerateJwtToken(requestEmployee.ApplicationUser?.UserName,
                     tenant?.Id ?? Guid.Empty, requestEmployee.OrganizationId, _jwtSettings);
@@ -1470,9 +1481,6 @@ namespace MarcoBMS.Services.Controllers
             // Generate and store refresh token
             var refreshToken = await _refreshTokenService.CreateRefreshToken(loggedInEmployee.ApplicationUserId, tenantId.ToString(), loggedInEmployee.OrganizationId, _jwtSettings);
 
-            var _cache = scope.ServiceProvider.GetRequiredService<CacheUpdateHelper>();
-            await _cache.ClearAllEmployeesFromCacheByOnlyEmployeeId(loggedInEmployee.Id);
-
             _logger.LogInfo("Tenant selected and tokens generated for TenantId: {TenantId} and Employee: {EmployeeEmail}", tenantId, loggedInEmployee.Email ?? string.Empty);
 
             // Return success response including tokens

Marco.Pms.Services/Controllers/DashboardController.cs

@@ -2,6 +2,8 @@
 using Marco.Pms.Model.Activities;
 using Marco.Pms.Model.Dtos.Attendance;
 using Marco.Pms.Model.Employees;
+using Marco.Pms.Model.Entitlements;
+using Marco.Pms.Model.Expenses;
 using Marco.Pms.Model.Projects;
 using Marco.Pms.Model.Utilities;
 using Marco.Pms.Model.ViewModels.DashBoard;
@@ -12,6 +14,7 @@ using MarcoBMS.Services.Service;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Mvc;
 using Microsoft.EntityFrameworkCore;
+using System.Globalization;
 
 namespace Marco.Pms.Services.Controllers
 {
@@ -25,19 +28,35 @@ namespace Marco.Pms.Services.Controllers
         private readonly IProjectServices _projectServices;
         private readonly ILoggingService _logger;
         private readonly PermissionServices _permissionServices;
+        private readonly IServiceScopeFactory _serviceScopeFactory;
         public static readonly Guid ActiveId = Guid.Parse("b74da4c2-d07e-46f2-9919-e75e49b12731");
-        public DashboardController(ApplicationDbContext context, UserHelper userHelper, IProjectServices projectServices, ILoggingService logger, PermissionServices permissionServices)
+        private static readonly Guid Draft = Guid.Parse("297e0d8f-f668-41b5-bfea-e03b354251c8");
+        private static readonly Guid Review = Guid.Parse("6537018f-f4e9-4cb3-a210-6c3b2da999d7");
+        private static readonly Guid Approve = Guid.Parse("4068007f-c92f-4f37-a907-bc15fe57d4d8");
+        private static readonly Guid ProcessPending = Guid.Parse("f18c5cfd-7815-4341-8da2-2c2d65778e27");
+        private static readonly Guid Processed = Guid.Parse("61578360-3a49-4c34-8604-7b35a3787b95");
+        private static readonly Guid RejectedByReviewer = Guid.Parse("965eda62-7907-4963-b4a1-657fb0b2724b");
+        private static readonly Guid RejectedByApprover = Guid.Parse("d1ee5eec-24b6-4364-8673-a8f859c60729");
+        private readonly Guid tenantId;
+
+        public DashboardController(ApplicationDbContext context,
+            UserHelper userHelper,
+            IProjectServices projectServices,
+            IServiceScopeFactory serviceScopeFactory,
+            ILoggingService logger,
+            PermissionServices permissionServices)
         {
             _context = context;
             _userHelper = userHelper;
             _projectServices = projectServices;
             _logger = logger;
+            _serviceScopeFactory = serviceScopeFactory;
             _permissionServices = permissionServices;
+            tenantId = userHelper.GetTenantId();
         }
         [HttpGet("progression")]
         public async Task<IActionResult> GetGraph([FromQuery] double days, [FromQuery] string FromDate, [FromQuery] Guid? projectId)
         {
-            var tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime fromDate = new DateTime();
@@ -149,7 +168,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("projects")]
         public async Task<IActionResult> GetProjectCount()
         {
-            var tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             var projects = await _context.Projects.Where(p => p.TenantId == tenantId).ToListAsync();
@@ -176,7 +194,6 @@ namespace Marco.Pms.Services.Controllers
         {
             try
             {
-                var tenantId = _userHelper.GetTenantId();
                 var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
                 _logger.LogInfo("GetTotalEmployees called by user {UserId} for ProjectId: {ProjectId}", loggedInEmployee.Id, projectId ?? Guid.Empty);
@@ -269,7 +286,6 @@ namespace Marco.Pms.Services.Controllers
         {
             try
             {
-                var tenantId = _userHelper.GetTenantId();
                 var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
                 _logger.LogInfo("GetTotalTasks called by user {UserId} for ProjectId: {ProjectId}", loggedInEmployee.Id, projectId ?? Guid.Empty);
@@ -348,10 +364,10 @@ namespace Marco.Pms.Services.Controllers
                 return StatusCode(500, ApiResponse<object>.ErrorResponse("An internal server error occurred.", null, 500));
             }
         }
+
         [HttpGet("pending-attendance")]
         public async Task<IActionResult> GetPendingAttendance()
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             var attendance = await _context.Attendes.Where(a => a.EmployeeId == LoggedInEmployee.Id && a.TenantId == tenantId).ToListAsync();
@@ -374,7 +390,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("project-attendance/{projectId}")]
         public async Task<IActionResult> GetProjectAttendance(Guid projectId, [FromQuery] string? date)
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime currentDate = DateTime.UtcNow;
@@ -428,7 +443,6 @@ namespace Marco.Pms.Services.Controllers
         [HttpGet("activities/{projectId}")]
         public async Task<IActionResult> GetActivities(Guid projectId, [FromQuery] string? date)
         {
-            Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
 
             DateTime currentDate = DateTime.UtcNow;
@@ -600,5 +614,317 @@ namespace Marco.Pms.Services.Controllers
 
             return Ok(ApiResponse<object>.SuccessResponse(sortedResult, $"{sortedResult.Count} records fetched for attendance overview", 200));
         }
+
+        [HttpGet("expense/monthly")]
+        public async Task<IActionResult> GetExpenseReportByProjectsAsync([FromQuery] Guid? projectId, [FromQuery] Guid? categoryId, [FromQuery] int months)
+        {
+
+            try
+            {
+                // Read-only base filter with tenant scope and non-draft
+                var baseQuery = _context.Expenses
+                    .AsNoTracking()
+                    .Where(e =>
+                        e.TenantId == tenantId
+                        && e.IsActive
+                        && e.StatusId != Draft); // [Server Filters]
+
+                if (months != 0)
+                {
+                    months = 0 - months;
+                    var end = DateTime.UtcNow.Date;
+                    var start = end.AddMonths(months); // inclusive EOD
+                    baseQuery = baseQuery.Where(e => e.TransactionDate >= start
+                        && e.TransactionDate <= end);
+                }
+
+                if (projectId.HasValue)
+                    baseQuery = baseQuery.Where(e => e.ProjectId == projectId);
+
+                if (categoryId.HasValue)
+                    baseQuery = baseQuery.Where(e => e.ExpensesTypeId == categoryId);
+
+                // Single server-side group/aggregate by project
+                var report = await baseQuery
+                     .AsNoTracking()
+                     .GroupBy(e => new { e.TransactionDate.Year, e.TransactionDate.Month })
+                     .Select(g => new
+                     {
+                         Year = g.Key.Year,
+                         Month = g.Key.Month,
+                         Total = g.Sum(x => x.Amount),
+                         Count = g.Count()
+                     })
+                     .OrderBy(x => x.Year).ThenBy(x => x.Month)
+                     .ToListAsync();
+
+                var culture = CultureInfo.GetCultureInfo("en-IN"); // pick desired locale
+
+                var response = report
+                    .Select(x => new
+                    {
+                        MonthName = culture.DateTimeFormat.GetMonthName(x.Month), // e.g., "January"
+                        Year = x.Year,
+                        Total = x.Total,
+                        Count = x.Count
+                    }).ToList();
+
+                _logger.LogInfo(
+                    "GetExpenseReportByProjects completed. TenantId={TenantId}, Rows={Rows}",
+                    tenantId, report.Count); // [Completion Log]
+
+                return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by project fetched successfully", 200)); // [Success Response]
+            }
+            catch (OperationCanceledException)
+            {
+                _logger.LogWarning("GetExpenseReportByProjects canceled by client. TenantId={TenantId}", tenantId); // [Cancel Log]
+                return StatusCode(499, ApiResponse<object>.ErrorResponse("Client has canceled the opration", "Client has canceled the opration", 499)); // [Cancel Response]
+            }
+            catch (Exception ex)
+            {
+                _logger.LogError(ex,
+                    "GetExpenseReportByProjects failed. TenantId={TenantId}",
+                    tenantId); // [Error Log]
+                return StatusCode(500,
+                    ApiResponse<object>.ErrorResponse("An error occurred while fetching the expense report.", 500)); // [Error Response]
+            }
+        }
+
+        [HttpGet("expense/type")]
+        public async Task<IActionResult> GetExpenseReportByExpenseTypeAsync([FromQuery] Guid? projectId, [FromQuery] DateTime startDate, [FromQuery] DateTime endDate)
+        {
+            // Structured log: entering action with filters
+            _logger.LogDebug(
+                "GetExpenseReportByExpenseType started. TenantId={TenantId}, ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}",
+                tenantId, projectId ?? Guid.Empty, startDate, endDate); // [Start Log] [memory:4][memory:1]
+
+
+            try
+            {
+                // Compose base query: push filters to DB, avoid client evaluation
+                IQueryable<Expenses> baseQuery = _context.Expenses
+                    .AsNoTracking() // Reduce tracking overhead for read-only endpoint
+                    .Where(e => e.TenantId == tenantId
+                                && e.IsActive
+                                && e.StatusId != Draft
+                                && e.TransactionDate >= startDate
+                                && e.TransactionDate <= endDate.AddDays(1).AddTicks(-1));
+
+                if (projectId.HasValue)
+                    baseQuery = baseQuery.Where(e => e.ProjectId == projectId.Value); // [Filter] [memory:7]
+
+                // Project to a minimal shape before grouping to avoid loading navigation graphs
+                // Group by expense type name; adjust to the correct key if ExpensesCategory is an enum or navigation
+                var query = baseQuery
+                    .Where(e => e.ExpensesType != null)
+                    .Select(e => new
+                    {
+                        ExpenseTypeName = e.ExpensesType!.Name, // If enum, use e.ExpensesCategory.ToString()
+                        Amount = e.Amount,
+                        StatusId = e.StatusId
+                    })
+                    .GroupBy(x => x.ExpenseTypeName)
+                    .Select(g => new
+                    {
+                        ProjectName = g.Key, // Original code used g.Key!.Name; here the grouping key is already a string
+                        TotalApprovedAmount = g.Where(x => x.StatusId == Processed
+                                                         || x.StatusId == ProcessPending).Sum(x => x.Amount),
+                        TotalPendingAmount = g.Where(x => x.StatusId != Processed
+                                                       && x.StatusId != RejectedByReviewer
+                                                       && x.StatusId != RejectedByApprover)
+                                              .Sum(x => x.Amount),
+                        TotalRejectedAmount = g.Where(x => x.StatusId == RejectedByReviewer
+                                                        || x.StatusId == RejectedByApprover)
+                                               .Sum(x => x.Amount),
+                        TotalProcessedAmount = g.Where(x => x.StatusId == Processed)
+                                                .Sum(x => x.Amount)
+                    })
+                    .OrderBy(r => r.ProjectName); // Server-side order [memory:7]
+
+                var report = await query.ToListAsync(); // Single round-trip [memory:7]
+
+                var response = new
+                {
+                    Report = report,
+                    TotalAmount = report.Sum(r => r.TotalApprovedAmount)
+                };
+
+                _logger.LogInfo(
+                    "GetExpenseReportByExpenseType completed. TenantId={TenantId}, Filters: ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}, Rows={RowCount}, TotalAmount={TotalAmount}",
+                    tenantId, projectId ?? Guid.Empty, startDate, endDate, report.Count, response.TotalAmount); // [Completion Log] [memory:4]
+
+                return Ok(ApiResponse<object>.SuccessResponse(response, "Expense report by expense type fetched successfully", 200)); // [Success Response] [memory:1]
+            }
+            catch (OperationCanceledException)
+            {
+                _logger.LogWarning("GetExpenseReportByExpenseType 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,
+                    "GetExpenseReportByExpenseType failed. TenantId={TenantId}, ProjectId={ProjectId}, StartDate={StartDate}, EndDate={EndDate}",
+                    tenantId, projectId ?? Guid.Empty, startDate, endDate); // [Error Log] [memory:4]
+                return StatusCode(StatusCodes.Status500InternalServerError,
+                    ApiResponse<object>.ErrorResponse("An error occurred while fetching the expense report.", 500)); // [Error Response] [memory:1]
+            }
+        }
+
+        [HttpGet("expense/pendings")]
+        public async Task<IActionResult> GetPendingExpenseListAsync([FromQuery] Guid? projectId)
+        {
+            // Start log with correlation fields
+            _logger.LogDebug(
+                "GetPendingExpenseListAsync started. Project={ProjectId} TenantId={TenantId}", projectId ?? Guid.Empty, tenantId); // [Start Log]
+
+            try
+            {
+                // Resolve current employee once; avoid using scoped services inside Task.Run
+                var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync(); // [User Context]
+
+                // Resolve permission service from current scope once
+                using var scope = _serviceScopeFactory.CreateScope();
+
+                // Fire permission checks concurrently without Task.Run; these are async I/O methods
+
+                var hasReviewPermissionTask = Task.Run(async () =>
+                {
+                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
+                    return await _permission.HasPermission(PermissionsMaster.ExpenseReview, loggedInEmployee.Id);
+                });
+
+                var hasApprovePermissionTask = Task.Run(async () =>
+                {
+                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
+                    return await _permission.HasPermission(PermissionsMaster.ExpenseApprove, loggedInEmployee.Id);
+                });
+
+                var hasProcessPermissionTask = Task.Run(async () =>
+                {
+                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
+                    return await _permission.HasPermission(PermissionsMaster.ExpenseProcess, loggedInEmployee.Id);
+                });
+
+                var hasManagePermissionTask = Task.Run(async () =>
+                {
+                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
+                    return await _permission.HasPermission(PermissionsMaster.ExpenseManage, loggedInEmployee.Id);
+                });
+
+                await Task.WhenAll(hasReviewPermissionTask, hasApprovePermissionTask, hasProcessPermissionTask, hasManagePermissionTask); // [Parallel Await]
+
+                var hasReviewPermission = hasReviewPermissionTask.Result;
+                var hasApprovePermission = hasApprovePermissionTask.Result;
+                var hasProcessPermission = hasProcessPermissionTask.Result;
+                var hasManagePermission = hasManagePermissionTask.Result;
+
+                _logger.LogInfo(
+                    "Permissions resolved: Review={Review}, Approve={Approve}, Process={Process}",
+                    hasReviewPermission, hasApprovePermission, hasProcessPermission); // [Permissions Log]
+
+                // Build base query: read-only, tenant-scoped
+                var baseQuery = _context.Expenses
+                    .Include(e => e.Status)
+                    .AsNoTracking() // Reduce tracking overhead for read-only list
+                    .Where(e => e.IsActive && e.TenantId == tenantId && e.StatusId != Processed && e.Status != null); // [Base Filter]
+
+                // Project to DTO in SQL to avoid heavy Include graph.
+                if (projectId.HasValue)
+                    baseQuery = baseQuery.Where(e => e.ProjectId == projectId);
+
+                // Prefer ProjectTo when profiles exist; otherwise project minimal fields
+                var expenses = await baseQuery
+                    .ToListAsync(); // Single round-trip; no Include needed for this shape
+
+                var draftExpenses = expenses.Where(e => e.StatusId == Draft && e.CreatedById == loggedInEmployee.Id).ToList();
+                var reviewExpenses = expenses.Where(e => (hasReviewPermission || e.CreatedById == loggedInEmployee.Id) && e.StatusId == Review).ToList();
+                var approveExpenses = expenses.Where(e => (hasApprovePermission || e.CreatedById == loggedInEmployee.Id) && e.StatusId == Approve).ToList();
+                var processPendingExpenses = expenses.Where(e => (hasProcessPermission || e.CreatedById == loggedInEmployee.Id) && e.StatusId == ProcessPending).ToList();
+                var submitedExpenses = expenses.Where(e => e.StatusId != Draft && e.CreatedById == loggedInEmployee.Id).ToList();
+                var totalAmount = expenses.Where(e => e.StatusId != Draft).Sum(e => e.Amount);
+
+                if (hasManagePermission)
+                {
+                    var response = new
+                    {
+                        Draft = new
+                        {
+                            Count = draftExpenses.Count,
+                            TotalAmount = draftExpenses.Sum(e => e.Amount)
+                        },
+                        ReviewPending = new
+                        {
+                            Count = reviewExpenses.Count,
+                            TotalAmount = reviewExpenses.Sum(e => e.Amount)
+                        },
+                        ApprovePending = new
+                        {
+                            Count = approveExpenses.Count,
+                            TotalAmount = approveExpenses.Sum(e => e.Amount)
+                        },
+                        ProcessPending = new
+                        {
+                            Count = processPendingExpenses.Count,
+                            TotalAmount = processPendingExpenses.Sum(e => e.Amount)
+                        },
+                        Submited = new
+                        {
+                            Count = submitedExpenses.Count,
+                            TotalAmount = submitedExpenses.Sum(e => e.Amount)
+                        },
+                        TotalAmount = totalAmount
+                    };
+                    _logger.LogInfo(
+                        "GetPendingExpenseListAsync completed. TenantId={TenantId}",
+                        tenantId); // [Completion Log]
+
+                    return Ok(ApiResponse<object>.SuccessResponse(response, "Pending Expenses fetched successfully", 200)); // [Success Response]
+                }
+                else
+                {
+                    var response = new
+                    {
+                        Draft = new
+                        {
+                            Count = draftExpenses.Count
+                        },
+                        ReviewPending = new
+                        {
+                            Count = reviewExpenses.Count
+                        },
+                        ApprovePending = new
+                        {
+                            Count = approveExpenses.Count
+                        },
+                        ProcessPending = new
+                        {
+                            Count = processPendingExpenses.Count
+                        },
+                        Submited = new
+                        {
+                            Count = submitedExpenses.Count
+                        },
+                        TotalAmount = totalAmount
+                    };
+                    _logger.LogInfo(
+                        "GetPendingExpenseListAsync completed. TenantId={TenantId}",
+                        tenantId); // [Completion Log]
+
+                    return Ok(ApiResponse<object>.SuccessResponse(response, "Pending Expenses fetched successfully", 200)); // [Success Response]
+                }
+            }
+            catch (OperationCanceledException)
+            {
+                _logger.LogWarning("GetPendingExpenseListAsync canceled by client. TenantId={TenantId}", tenantId); // [Cancel Log]
+                return StatusCode(499, ApiResponse<object>.ErrorResponse("Client has canceled the opration", "Client has canceled the opration", 499)); // [Cancel Response]
+            }
+            catch (Exception ex)
+            {
+                _logger.LogError(ex, "GetPendingExpenseListAsync failed. TenantId={TenantId}", tenantId); // [Error Log]
+                return StatusCode(500,
+                    ApiResponse<object>.ErrorResponse("An error occurred while fetching pending expenses.", "An error occurred while fetching pending expenses.", 500)); // [Error Response]
+            }
+        }
+
     }
 }

Marco.Pms.Services/Controllers/DirectoryController.cs

@@ -44,14 +44,14 @@ namespace Marco.Pms.Services.Controllers
         }
 
         [HttpGet]
-        public async Task<IActionResult> GetContactList([FromQuery] string? search, [FromQuery] List<Guid>? bucketIds, [FromQuery] List<Guid>? categoryIds, [FromQuery] Guid? projectId, [FromQuery] bool active = true)
+        public async Task<IActionResult> GetContactList([FromQuery] string? searchString, [FromQuery] List<Guid>? bucketIds, [FromQuery] List<Guid>? categoryIds, [FromQuery] Guid? projectId, [FromQuery] bool active = true)
         {
             ContactFilterDto filterDto = new ContactFilterDto
             {
                 BucketIds = bucketIds,
                 CategoryIds = categoryIds
             };
-            var response = await _directoryService.GetListOfContactsOld(search, active, filterDto, projectId);
+            var response = await _directoryService.GetListOfContactsOld(searchString, active, filterDto, projectId);
 
 
             return StatusCode(response.StatusCode, response);

Marco.Pms.Services/Controllers/DocumentController.cs

@@ -35,6 +35,7 @@ namespace Marco.Pms.Services.Controllers
         private readonly ILoggingService _logger;
         private readonly IMapper _mapper;
         private readonly Guid tenantId;
+        private readonly Guid organizationId;
 
         private static readonly Guid ProjectEntity = Guid.Parse("c8fe7115-aa27-43bc-99f4-7b05fabe436e");
         private static readonly Guid EmployeeEntity = Guid.Parse("dbb9555a-7a0c-40f2-a9ed-f0463f1ceed7");
@@ -52,6 +53,7 @@ namespace Marco.Pms.Services.Controllers
             _logger = logger ?? throw new ArgumentNullException(nameof(logger));
             _mapper = mapper ?? throw new ArgumentNullException(nameof(mapper));
             tenantId = userHelper.GetTenantId();
+            organizationId = _userHelper.GetCurrentOrganizationId();
         }
 
         [HttpGet("list/{entityTypeId}/entity/{entityId}")]
@@ -93,21 +95,21 @@ namespace Marco.Pms.Services.Controllers
                     return NotFound(ApiResponse<object>.ErrorResponse("Entity type not found", "Entity Type not found in database", 404));
                 }
 
-                // Project permission check
-                if (ProjectEntity == entityTypeId)
-                {
-                    var hasProjectPermission = await _permission.HasProjectPermission(loggedInEmployee, entityId);
-                    if (!hasProjectPermission)
-                    {
-                        _logger.LogWarning("Employee {EmployeeId} does not have project access for ProjectId {ProjectId}", loggedInEmployee.Id, entityId);
-                        return StatusCode(403, ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to access project documents", 403));
-                    }
-                }
+                //// Project permission check
+                //if (ProjectEntity == entityTypeId)
+                //{
+                //    var hasProjectPermission = await _permission.HasProjectPermission(loggedInEmployee, entityId);
+                //    if (!hasProjectPermission)
+                //    {
+                //        _logger.LogWarning("Employee {EmployeeId} does not have project access for ProjectId {ProjectId}", loggedInEmployee.Id, entityId);
+                //        return StatusCode(403, ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to access project documents", 403));
+                //    }
+                //}
                 // Employee validation
                 else if (EmployeeEntity == entityTypeId)
                 {
                     var isEmployeeExists = await _context.Employees
-                        .AnyAsync(e => e.Id == entityId && e.TenantId == tenantId);
+                        .AnyAsync(e => e.Id == entityId && e.OrganizationId == organizationId);
 
                     if (!isEmployeeExists)
                     {
@@ -691,7 +693,7 @@ namespace Marco.Pms.Services.Controllers
                 bool entityExists = false;
                 if (entityType.Equals(EmployeeEntity))
                 {
-                    entityExists = await _context.Employees.AnyAsync(e => e.Id == model.EntityId && e.TenantId == tenantId);
+                    entityExists = await _context.Employees.AnyAsync(e => e.Id == model.EntityId && e.OrganizationId == organizationId);
                 }
                 else if (entityType.Equals(ProjectEntity))
                 {
@@ -1078,15 +1080,15 @@ namespace Marco.Pms.Services.Controllers
                 bool entityExists;
                 if (entityType.Equals(EmployeeEntity))
                 {
-                    entityExists = await _context.Employees.AnyAsync(e => e.Id == oldAttachment.EntityId && e.TenantId == tenantId);
+                    entityExists = await _context.Employees.AnyAsync(e => e.Id == oldAttachment.EntityId && e.OrganizationId == organizationId);
                 }
                 else if (entityType.Equals(ProjectEntity))
                 {
                     entityExists = await _context.Projects.AnyAsync(p => p.Id == oldAttachment.EntityId && p.TenantId == tenantId);
-                    if (entityExists)
-                    {
-                        entityExists = await _permission.HasProjectPermission(loggedInEmployee, oldAttachment.EntityId);
-                    }
+                    //if (entityExists)
+                    //{
+                    //    entityExists = await _permission.HasProjectPermission(loggedInEmployee, oldAttachment.EntityId);
+                    //}
                 }
                 else
                 {

Marco.Pms.Services/Controllers/EmployeeController.cs

@@ -233,84 +233,12 @@ namespace MarcoBMS.Services.Controllers
                 _logger.LogInfo("GetEmployeesByProject called. EmployeeId: {EmployeeId}, ProjectId: {ProjectId}, showInactive: {ShowInactive}",
                     loggedInEmployee.Id, projectId ?? Guid.Empty, showInactive);
 
-                // Step 3: Fetch permissions concurrently
-                var viewAllTask = Task.Run(async () =>
-                {
-                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
-                    return await _permission.HasPermission(PermissionsMaster.ViewAllEmployees, loggedInEmployee.Id);
-                });
-                var viewTeamTask = Task.Run(async () =>
-                {
-                    var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
-                    return await _permission.HasPermission(PermissionsMaster.ViewTeamMembers, loggedInEmployee.Id);
-                });
-
-                await Task.WhenAll(viewAllTask, viewTeamTask);
-
-                var hasViewAllEmployeesPermission = viewAllTask.Result;
-                var hasViewTeamMembersPermission = viewTeamTask.Result;
-
-                List<Employee> employees = new List<Employee>();
-
-                // Step 4: Query based on permission
-                if (hasViewAllEmployeesPermission && !projectId.HasValue)
-                {
-                    // OrganizationId needs to be retrieved from loggedInEmployee or context based on your app's structure
-                    var employeeQuery = _context.Employees
-                        .AsNoTracking() // Optimize EF query for read-only operation[web:1][web:13][web:18]
+                var employees = await _context.Employees
                     .Include(e => e.JobRole)
-                        .Where(e => e.OrganizationId == organizationId);
-
-                    employeeQuery = showInactive
-                        ? employeeQuery.Where(e => !e.IsActive)
-                        : employeeQuery.Where(e => e.IsActive);
-
-                    employees = await employeeQuery.ToListAsync();
-                    _logger.LogInfo("Employee list fetched with full access. Count: {Count}", employees.Count);
-                }
-                else if (hasViewTeamMembersPermission && !showInactive && !projectId.HasValue)
-                {
-                    // Only active team members with limited permission
-                    var projectIds = await _projectServices.GetMyProjectIdsAsync(tenantId, loggedInEmployee);
-
-                    employees = await _context.ProjectAllocations
-                        .AsNoTracking()
-                        .Include(pa => pa.Employee)
-                            .ThenInclude(e => e!.JobRole)
-                        .Where(pa =>
-                            projectIds.Contains(pa.ProjectId)
-                            && pa.IsActive
-                            && pa.Employee != null
-                            && pa.Employee.IsActive
-                            && pa.TenantId == tenantId)
-                        .Select(pa => pa.Employee!)
-                        .Distinct()
+                    .Include(e => e.Organization)
+                    .Where(e => e.OrganizationId == loggedInEmployee.OrganizationId && e.IsActive != showInactive)
                     .ToListAsync();
 
-                    _logger.LogInfo("Employee list fetched with limited access (active only). Count: {Count}", employees.Count);
-                }
-
-                // If a specific projectId is provided, override employee fetching to ensure strict project context
-                if (projectId.HasValue)
-                {
-                    employees = await _context.ProjectAllocations
-                        .AsNoTracking()
-                        .Include(pa => pa.Employee)
-                            .ThenInclude(e => e!.JobRole)
-                        .Where(pa =>
-                            pa.ProjectId == projectId
-                            && pa.IsActive
-                            && pa.Employee != null
-                            && pa.Employee.IsActive
-                            && pa.TenantId == tenantId)
-                        .Select(pa => pa.Employee!)
-                        .Distinct()
-                        .ToListAsync();
-
-                    _logger.LogInfo("Employee list fetched for specific project. ProjectId: {ProjectId}. Count: {Count}",
-                        projectId, employees.Count);
-                }
-
                 // Step 5: Map to view model
                 result = employees.Select(e => _mapper.Map<EmployeeVM>(e)).Distinct().ToList();
 
@@ -329,7 +257,7 @@ namespace MarcoBMS.Services.Controllers
 
 
         [HttpGet("basic")]
-        public async Task<IActionResult> GetEmployeesByProjectBasic(Guid? projectId, [FromQuery] string? searchString, [FromQuery] bool allEmployee)
+        public async Task<IActionResult> GetEmployeesByProjectBasic(Guid? projectId, [FromQuery] string? searchString, [FromQuery] bool sendAll = false)
         {
             var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
             var employeeQuery = _context.Employees.Where(e => e.IsActive);
@@ -353,17 +281,11 @@ namespace MarcoBMS.Services.Controllers
                 var searchStringLower = searchString.ToLower();
                 employeeQuery = employeeQuery.Where(e => (e.FirstName + " " + e.LastName).ToLower().Contains(searchStringLower));
             }
-
-            var query = employeeQuery.OrderBy(e => e.FirstName);
-
-            if (!allEmployee)
+            if (!sendAll)
             {
-                query = (IOrderedQueryable<Employee>)query.Take(10);
+                employeeQuery = employeeQuery.Take(10);
             }
-
-            var response = await query
-                .Select(e => _mapper.Map<BasicEmployeeVM>(e))
-                .ToListAsync();
+            var response = await employeeQuery.Select(e => _mapper.Map<BasicEmployeeVM>(e)).ToListAsync();
             return Ok(ApiResponse<object>.SuccessResponse(response, $"{response.Count} records of employees fetched successfully", 200));
         }
 
@@ -479,6 +401,9 @@ namespace MarcoBMS.Services.Controllers
             Guid tenantId = _userHelper.GetTenantId();
             var LoggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
             Guid employeeId = Guid.Empty;
+
+
+
             if (model == null)
                 return BadRequest(ApiResponse<object>.ErrorResponse("Invalid data", "Invaild Data", 400));
 
@@ -611,6 +536,7 @@ namespace MarcoBMS.Services.Controllers
         {
             // Correlation and context capture for logs
             var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            Guid organizationId = model.OrganizationId ?? loggedInEmployee.OrganizationId;
 
             {
                 if (model == null)
@@ -634,10 +560,10 @@ namespace MarcoBMS.Services.Controllers
                     if (model.Id.HasValue && model.Id.Value != Guid.Empty)
                     {
                         existingEmployee = await _context.Employees
-                            .FirstOrDefaultAsync(e => e.Id == model.Id);
+                            .FirstOrDefaultAsync(e => e.Id == model.Id && e.OrganizationId == organizationId);
                         if (existingEmployee == null)
                         {
-                            _logger.LogInfo("Employee not found for update. Id={EmployeeId}", model.Id);
+                            _logger.LogInfo("Employee not found for update. Id={EmployeeId}, Org={OrgId}", model.Id, organizationId);
                             return NotFound(ApiResponse<object>.ErrorResponse("Employee not found", "Employee not found in database", 404));
                         }
                     }
@@ -732,7 +658,7 @@ namespace MarcoBMS.Services.Controllers
                             existingEmployee.ApplicationUserId = createdIdentityUser.Id;
                             await SendResetIfApplicableAsync(createdIdentityUser, existingEmployee.FirstName ?? "User");
                         }
-
+                        existingEmployee.OrganizationId = organizationId;
                         await _context.SaveChangesAsync();
 
                         employeeId = existingEmployee.Id;
@@ -754,7 +680,7 @@ namespace MarcoBMS.Services.Controllers
                             newEmployee.ApplicationUserId = createdIdentityUser.Id;
                             await SendResetIfApplicableAsync(createdIdentityUser, newEmployee.FirstName ?? "User");
                         }
-
+                        newEmployee.OrganizationId = organizationId;
                         await _context.Employees.AddAsync(newEmployee);
                         await _context.SaveChangesAsync();
 
@@ -886,6 +812,7 @@ namespace MarcoBMS.Services.Controllers
         public async Task<IActionResult> CreateUserMobileAsync([FromBody] MobileUserManageDto model)
         {
             var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            Guid organizationId = model.OrganizationId ?? loggedInEmployee.OrganizationId;
             if (tenantId == Guid.Empty)
             {
                 _logger.LogWarning("Tenant resolution failed in CreateUserMobile"); // structured warning
@@ -921,11 +848,11 @@ namespace MarcoBMS.Services.Controllers
             if (model.Id == null || model.Id == Guid.Empty)
             {
                 var emailExists = await _context.Employees
-                .AnyAsync(e => e.Email == model.Email && e.OrganizationId == model.OrganizationId);
+                .AnyAsync(e => e.Email == model.Email);
 
-                if (emailExists && !string.IsNullOrWhiteSpace(model.Email))
+                if (emailExists)
                 {
-                    _logger.LogInfo("Employee email already exists in org. Email={Email}, Org={OrgId}", model.Email, model.OrganizationId);
+                    _logger.LogInfo("Employee email already exists in org. Email={Email}, Org={OrgId}", model.Email ?? string.Empty, organizationId);
                     return StatusCode(409, ApiResponse<object>.ErrorResponse("Employee with email already exists", "Employee with this email already exists", 409));
                 }
 
@@ -942,7 +869,7 @@ namespace MarcoBMS.Services.Controllers
                     JoiningDate = model.JoiningDate,
                     JobRoleId = model.JobRoleId,
                     Photo = imageBytes,
-                    OrganizationId = model.OrganizationId,
+                    OrganizationId = organizationId,
                     HasApplicationAccess = model.HasApplicationAccess,
                 };
 
@@ -995,7 +922,7 @@ namespace MarcoBMS.Services.Controllers
                 // Update path: fetch scoped to tenant
                 var employeeId = model.Id.Value;
                 var existingEmployee = await _context.Employees
-                    .FirstOrDefaultAsync(e => e.Id == employeeId); // tenant-safe lookup
+                    .FirstOrDefaultAsync(e => e.Id == employeeId && e.TenantId == tenantId); // tenant-safe lookup
 
                 if (existingEmployee is null)
                 {
@@ -1010,17 +937,17 @@ namespace MarcoBMS.Services.Controllers
                 existingEmployee.PhoneNumber = model.PhoneNumber;
                 existingEmployee.JoiningDate = model.JoiningDate;
                 existingEmployee.JobRoleId = model.JobRoleId;
-                existingEmployee.OrganizationId = model.OrganizationId;
+                existingEmployee.OrganizationId = organizationId;
                 existingEmployee.HasApplicationAccess = model.HasApplicationAccess;
 
                 if (string.IsNullOrWhiteSpace(existingEmployee.Email) && !string.IsNullOrWhiteSpace(model.Email))
                 {
                     var emailExists = await _context.Employees
-                        .AnyAsync(e => e.Email == model.Email);
+                        .AnyAsync(e => e.Email == model.Email && e.OrganizationId == model.OrganizationId);
 
                     if (emailExists)
                     {
-                        _logger.LogInfo("Employee email already exists in org. Email={Email}, Org={OrgId}", model.Email, model.OrganizationId);
+                        _logger.LogInfo("Employee email already exists in org. Email={Email}, Org={OrgId}", model.Email, organizationId);
                         return StatusCode(409, ApiResponse<object>.ErrorResponse("Employee with email already exists", "Employee with this email already exists", 409));
                     }
                     existingEmployee.Email = model.Email;
@@ -1084,7 +1011,7 @@ namespace MarcoBMS.Services.Controllers
 
             Guid tenantId = _userHelper.GetTenantId();
             var LoggedEmployee = await _userHelper.GetCurrentEmployeeAsync();
-            Employee? employee = await _context.Employees.FirstOrDefaultAsync(e => e.Id == id && e.TenantId == tenantId);
+            Employee? employee = await _context.Employees.FirstOrDefaultAsync(e => e.Id == id && e.OrganizationId == organizationId);
             if (employee == null)
             {
                 _logger.LogWarning("Employee with ID {EmploueeId} not found in database", id);
@@ -1254,13 +1181,17 @@ namespace MarcoBMS.Services.Controllers
 
         }
 
+
         // Prepare reset link sender helper
         private async Task SendResetIfApplicableAsync(ApplicationUser u, string firstName)
+        {
+            if (!string.IsNullOrWhiteSpace(u.Email))
             {
                 var token = await _userManager.GeneratePasswordResetTokenAsync(u);
                 var resetLink = $"{_configuration["AppSettings:WebFrontendUrl"]}/reset-password?token={WebUtility.UrlEncode(token)}";
-            await _emailSender.SendResetPasswordEmailOnRegister(u.Email ?? "", firstName, resetLink);
-            _logger.LogInfo("Reset password email queued. Email={Email}", u.Email ?? "");
+                await _emailSender.SendResetPasswordEmailOnRegister(u.Email, firstName, resetLink);
+                _logger.LogInfo("Reset password email queued. Email={Email}", u.Email);
+            }
         }
     }
 }

Marco.Pms.Services/Controllers/ImageController.cs

@@ -106,7 +106,7 @@ namespace Marco.Pms.Services.Controllers
                             t.WorkItem.WorkArea != null &&
                             t.WorkItem.WorkArea.Floor != null &&
                             t.WorkItem.WorkArea.Floor.Building != null &&
-                            t.WorkItem.WorkArea.Floor.Building.ProjectId == projectId &&
+                            t.WorkItem.WorkArea.Floor.Building.ProjectId != projectId &&
                             t.TenantId == tenantId);
 
             // Step 4: Extract filter values

Marco.Pms.Services/Controllers/MasterController.cs

@@ -1,5 +1,6 @@
 using Marco.Pms.DataAccess.Data;
 using Marco.Pms.Model.Dtos.Activities;
+using Marco.Pms.Model.Dtos.Collection;
 using Marco.Pms.Model.Dtos.DocumentManager;
 using Marco.Pms.Model.Dtos.Master;
 using Marco.Pms.Model.Forum;
@@ -975,5 +976,38 @@ namespace Marco.Pms.Services.Controllers
         }
 
         #endregion
+
+        #region =================================================================== Payment Adjustment Head APIs ===================================================================
+        [HttpGet("payment-adjustment-head/list")]
+        public async Task<IActionResult> GetpaymentAdjustmentHeadsList([FromQuery] bool isActive = true)
+        {
+            var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            var response = await _masterService.GetPaymentAdjustmentHeadListAsync(isActive, loggedInEmployee, tenantId);
+            return StatusCode(response.StatusCode, response);
+        }
+        [HttpPost("payment-adjustment-head")]
+        public async Task<IActionResult> CreatePaymentAdjustmentHead([FromBody] PaymentAdjustmentHeadDto dto)
+        {
+            var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            var response = await _masterService.CreatePaymentAdjustmentHeadAsync(dto, loggedInEmployee, tenantId);
+            return StatusCode(response.StatusCode, response);
+        }
+
+        [HttpPut("payment-adjustment-head/edit/{id}")]
+        public async Task<IActionResult> UpdatePaymentAdjustmentHead(Guid id, [FromBody] PaymentAdjustmentHeadDto dto)
+        {
+            var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            var response = await _masterService.UpdatePaymentAdjustmentHeadAsync(id, dto, loggedInEmployee, tenantId);
+            return StatusCode(response.StatusCode, response);
+        }
+
+        [HttpDelete("payment-adjustment-head/delete/{id}")]
+        public async Task<IActionResult> DeletePaymentAdjustmentHead(Guid id, [FromQuery] bool isActive = false)
+        {
+            var loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
+            var response = await _masterService.DeletePaymentAdjustmentHeadAsync(id, isActive, loggedInEmployee, tenantId);
+            return StatusCode(response.StatusCode, response);
+        }
+        #endregion
     }
 }

Marco.Pms.Services/Controllers/OrganizationController.cs

@@ -9,7 +9,6 @@ using Marco.Pms.Model.ViewModels.Activities;
 using Marco.Pms.Model.ViewModels.Master;
 using Marco.Pms.Model.ViewModels.Organization;
 using Marco.Pms.Model.ViewModels.Projects;
-using Marco.Pms.Services.Helpers;
 using Marco.Pms.Services.Service;
 using MarcoBMS.Services.Helpers;
 using MarcoBMS.Services.Service;
@@ -31,7 +30,6 @@ namespace Marco.Pms.Services.Controllers
         private readonly UserHelper _userHelper;
         private readonly Guid tenantId;
         private readonly IMapper _mapper;
-        private readonly Guid loggedOrganizationId;
         private readonly ILoggingService _logger;
 
         private static readonly Guid PMCProvider = Guid.Parse("b1877a3b-8832-47b1-bbe3-dc7e98672f49");
@@ -49,7 +47,6 @@ namespace Marco.Pms.Services.Controllers
             _userHelper = userHelper ?? throw new ArgumentNullException(nameof(userHelper));
             _logger = logger ?? throw new ArgumentNullException(nameof(logger));
             _mapper = mapper ?? throw new ArgumentNullException(nameof(mapper));
-            loggedOrganizationId = _userHelper.GetCurrentOrganizationId();
             tenantId = userHelper.GetTenantId();
         }
         #region =================================================================== Get Functions ===================================================================
@@ -672,8 +669,6 @@ namespace Marco.Pms.Services.Controllers
                     Service = _mapper.Map<ServiceMasterVM>(s)
                 }).ToList();
 
-                await AssignApplicationRoleToOrganization(organization.Id, project.TenantId);
-
                 return Ok(ApiResponse<object>.SuccessResponse(response, "Organization successfully assigned to the project", 200));
             }
             catch (DbUpdateException dbEx)
@@ -722,14 +717,8 @@ namespace Marco.Pms.Services.Controllers
                     return NotFound(ApiResponse<object>.ErrorResponse("Organization not found", "Organization not found in database", 404));
                 }
 
-                if (organizationTenantMapping != null)
+                if (organizationTenantMapping == null)
                 {
-                    _logger.LogInfo("Organization {OrganizationId} is already assigned to tenant {TenantId}. No action taken.", organizationId, tenantId);
-                    // Commit transaction anyway to complete scope cleanly (optional)
-                    await transaction.RollbackAsync();
-                    return StatusCode(409, ApiResponse<object>.ErrorResponse("Organization is already assigned to tenant", "Organization is already assigned to tenant", 409));
-                }
-
                     // Create new tenant-organization mapping if none exists
                     var newMapping = new TenantOrgMapping
                     {
@@ -745,13 +734,17 @@ namespace Marco.Pms.Services.Controllers
                     await transaction.CommitAsync();
 
                     _logger.LogInfo("Assigned organization {OrganizationId} to tenant {TenantId} successfully.", organizationId, tenantId);
-
+                }
+                else
+                {
+                    _logger.LogInfo("Organization {OrganizationId} is already assigned to tenant {TenantId}. No action taken.", organizationId, tenantId);
+                    // Commit transaction anyway to complete scope cleanly (optional)
+                    await transaction.CommitAsync();
+                }
 
                 // Prepare response view model
                 var response = _mapper.Map<BasicOrganizationVm>(organization);
 
-                await AssignApplicationRoleToOrganization(organization.Id, tenantId);
-
                 return Ok(ApiResponse<object>.SuccessResponse(response, "Organization has been assigned to tenant", 200));
             }
             catch (DbUpdateException dbEx)
@@ -945,98 +938,45 @@ namespace Marco.Pms.Services.Controllers
         #endregion
 
         #region =================================================================== Helper Functions ===================================================================
+        //private ServicesProviderFilter? TryDeserializeServicesProviderFilter(string? filter)
+        //{
+        //    if (string.IsNullOrWhiteSpace(filter))
+        //    {
+        //        return null;
+        //    }
 
-        private async Task AssignApplicationRoleToOrganization(Guid organizationId, Guid tenantId)
-        {
-            if (loggedOrganizationId == organizationId)
-            {
-                return;
-            }
-            await using var _context = await _dbContextFactory.CreateDbContextAsync();
-            using var scope = _serviceScope.CreateScope();
+        //    var options = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
+        //    ServicesProviderFilter? documentFilter = null;
 
-            var rootEmployee = await _context.Employees
-                .Include(e => e.ApplicationUser)
-                .FirstOrDefaultAsync(e => e.ApplicationUser != null && e.ApplicationUser.IsRootUser.HasValue && e.ApplicationUser.IsRootUser.Value && e.OrganizationId == organizationId && e.IsPrimary);
-            if (rootEmployee == null)
-            {
-                return;
-            }
-            string serviceProviderRoleName = "Service Provider Role";
+        //    try
+        //    {
+        //        // First, try to deserialize directly. This is the expected case (e.g., from a web client).
+        //        documentFilter = JsonSerializer.Deserialize<ServicesProviderFilter>(filter, options);
+        //    }
+        //    catch (JsonException ex)
+        //    {
+        //        _logger.LogError(ex, "[{MethodName}] Failed to directly deserialize filter. Attempting to unescape and re-parse. Filter: {Filter}", nameof(TryDeserializeServicesProviderFilter), filter);
 
-            var serviceProviderRole = await _context.ApplicationRoles.FirstOrDefaultAsync(ar => ar.Role == serviceProviderRoleName && ar.TenantId == tenantId);
-            if (serviceProviderRole == null)
-            {
-                serviceProviderRole = new Model.Roles.ApplicationRole
-                {
-                    Id = Guid.NewGuid(),
-                    Role = serviceProviderRoleName,
-                    Description = serviceProviderRoleName,
-                    IsSystem = true,
-                    TenantId = tenantId
-                };
-                _context.ApplicationRoles.Add(serviceProviderRole);
+        //        // If direct deserialization fails, it might be an escaped string (common with tools like Postman or some mobile clients).
+        //        try
+        //        {
+        //            // Unescape the string first, then deserialize the result.
+        //            string unescapedJsonString = JsonSerializer.Deserialize<string>(filter, options) ?? "";
+        //            if (!string.IsNullOrWhiteSpace(unescapedJsonString))
+        //            {
+        //                documentFilter = JsonSerializer.Deserialize<ServicesProviderFilter>(unescapedJsonString, options);
+        //            }
+        //        }
+        //        catch (JsonException ex1)
+        //        {
+        //            // If both attempts fail, log the final error and return null.
+        //            _logger.LogError(ex1, "[{MethodName}] All attempts to deserialize the filter failed. Filter will be ignored. Filter: {Filter}", nameof(TryDeserializeServicesProviderFilter), filter);
+        //            return null;
+        //        }
+        //    }
+        //    return documentFilter;
+        //}
 
-                var rolePermissionMappigs = new List<RolePermissionMappings> {
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.ViewProject
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.ViewProjectInfra
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.ViewTask
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.ViewAllEmployees
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.TeamAttendance
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.AssignRoles
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.ManageProjectInfra
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.AssignAndReportProgress
-                        },
-                        new RolePermissionMappings
-                        {
-                            ApplicationRoleId = serviceProviderRole.Id,
-                            FeaturePermissionId = PermissionsMaster.AddAndEditTask
-                        }
-                    };
-                _context.RolePermissionMappings.AddRange(rolePermissionMappigs);
-            }
-            _context.EmployeeRoleMappings.Add(new EmployeeRoleMapping
-            {
-                EmployeeId = rootEmployee.Id,
-                RoleId = serviceProviderRole.Id,
-                IsEnabled = true,
-                TenantId = tenantId
-            });
-
-            var _cache = scope.ServiceProvider.GetRequiredService<CacheUpdateHelper>();
-            await _cache.ClearAllPermissionIdsByEmployeeID(rootEmployee.Id, tenantId);
-        }
         #endregion
     }
 }

Marco.Pms.Services/Controllers/ProjectController.cs

@@ -560,13 +560,6 @@ namespace MarcoBMS.Services.Controllers
             var response = await _projectServices.GetAssignedOrganizationsToProjectAsync(projectId, tenantId, loggedInEmployee);
             return StatusCode(response.StatusCode, response);
         }
-        [HttpGet("get/assigned/organization/dropdown/{projectId}")]
-        public async Task<IActionResult> GetAssignedOrganizationsToProjectForDropdownAsync(Guid projectId)
-        {
-            Employee loggedInEmployee = await _userHelper.GetCurrentEmployeeAsync();
-            var response = await _projectServices.GetAssignedOrganizationsToProjectForDropdownAsync(projectId, tenantId, loggedInEmployee);
-            return StatusCode(response.StatusCode, response);
-        }
 
         #endregion
     }

Marco.Pms.Services/Controllers/ReportController.cs

@@ -449,7 +449,7 @@ namespace Marco.Pms.Services.Controllers
         }
 
         [HttpGet("report-attendance")]
-        public async Task<IActionResult> GetAttendanceReportAsync([FromQuery] bool isCurrentMonth = false)
+        public async Task<IActionResult> GetAttendanceReportAsync()
         {
             Guid tenantId = _userHelper.GetTenantId();
             using var scope = _serviceScopeFactory.CreateScope();
@@ -458,54 +458,32 @@ namespace Marco.Pms.Services.Controllers
             DateTime firstDayOfMonth = new DateTime(today.Year, today.Month, 1);
             DateTime firstDayOfNextMonth = firstDayOfMonth.AddMonths(1);
 
-            if (!isCurrentMonth)
-            {
-                firstDayOfNextMonth = firstDayOfMonth;
-                firstDayOfMonth = firstDayOfMonth.AddMonths(-1);
-            }
-
             // Generate list of all dates in the month
             var allDates = Enumerable.Range(0, (firstDayOfNextMonth - firstDayOfMonth).Days)
                                      .Select(offset => firstDayOfMonth.AddDays(offset))
                                      .ToList();
 
-            var attendancesTask = Task.Run(async () =>
-            {
-                await using var context = await _dbContextFactory.CreateDbContextAsync();
-                return await context.Attendes
+            var attendances = await _context.Attendes
+                .Include(a => a.Employee)
                 .Where(a => a.AttendanceDate >= firstDayOfMonth && a.AttendanceDate < firstDayOfNextMonth && a.Employee != null && a.TenantId == tenantId)
                 .GroupBy(a => a.ProjectID)
                 .ToListAsync();
-            });
-
-            var projectAllocationTask = Task.Run(async () =>
-            {
-                await using var context = await _dbContextFactory.CreateDbContextAsync();
-                return await context.ProjectAllocations
-                    .Include(pa => pa.Employee)
-                    .Where(pa => pa.TenantId == tenantId && pa.IsActive)
-                    .ToListAsync();
-            });
-
-            await Task.WhenAll(attendancesTask, projectAllocationTask);
-
-            var attendances = attendancesTask.Result;
-            var projectAllocations = projectAllocationTask.Result;
 
             var result = attendances.Select(g =>
             {
-                var projectAllocation = projectAllocations.Where(pa => pa.ProjectId == g.Key && pa.Employee != null).ToList();
-                var projectAttendance = projectAllocation.Select(pa =>
-                {
-                    var attendances = g.Where(a => a.EmployeeId == pa.EmployeeId).ToList();
-                    var attendanceDate = attendances.Select(a => a.AttendanceDate.Date).ToList();
                 return new
                 {
-                        FirstName = pa.Employee!.FirstName,
-                        LastName = pa.Employee.LastName,
+                    ProjectName = _context.Projects.Where(p => p.Id == g.Key && p.TenantId == tenantId).Select(p => p.Name).FirstOrDefault(),
+                    ProjectAttendance = g.GroupBy(a => a.Employee).Select(gp =>
+                    {
+                        var attendanceDate = gp.Select(a => a.AttendanceDate.Date).ToList();
+                        return new
+                        {
+                            FirstName = gp.Key!.FirstName,
+                            LastName = gp.Key.LastName,
                             Attendances = allDates.Select(d =>
                             {
-                            var attendance = attendances.FirstOrDefault(a => a.AttendanceDate.Date == d);
+                                var attendance = gp.FirstOrDefault(a => a.AttendanceDate.Date == d);
                                 return new
                                 {
                                     AttendanceDate = d,
@@ -515,18 +493,13 @@ namespace Marco.Pms.Services.Controllers
                                     IsApproved = attendance?.ApprovedById.HasValue,
                                 };
                             }).ToList(),
-                        CheckInCheckOutDone = attendances.Where(a => a.InTime.HasValue && a.OutTime.HasValue && a.Activity == ATTENDANCE_MARK_TYPE.REGULARIZE).Count(),
-                        CheckInDone = attendances.Where(a => a.InTime.HasValue).Count(),
-                        CheckOutPending = attendances.Where(a => a.InTime.HasValue && !a.OutTime.HasValue).Count(),
-                        RejectedRegularize = attendances.Where(a => a.Activity == ATTENDANCE_MARK_TYPE.REGULARIZE_REJECT).Count(),
+                            CheckInCheckOutDone = gp.Where(a => a.InTime.HasValue && a.OutTime.HasValue && a.Activity == ATTENDANCE_MARK_TYPE.REGULARIZE).Count(),
+                            CheckInDone = gp.Where(a => a.InTime.HasValue).Count(),
+                            CheckOutPending = gp.Where(a => a.InTime.HasValue && !a.OutTime.HasValue).Count(),
+                            RejectedRegularize = gp.Where(a => a.Activity == ATTENDANCE_MARK_TYPE.REGULARIZE_REJECT).Count(),
                             AbsentAttendance = allDates.Where(d => !attendanceDate.Contains(d) && d.DayOfWeek != DayOfWeek.Sunday).Count()
                         };
-                }).OrderBy(ar => ar.FirstName).ThenBy(ar => ar.LastName).ToList();
-
-                return new
-                {
-                    ProjectName = _context.Projects.Where(p => p.Id == g.Key && p.TenantId == tenantId).Select(p => p.Name).FirstOrDefault(),
-                    ProjectAttendance = projectAttendance
+                    }).OrderBy(ar => ar.FirstName).ThenBy(ar => ar.LastName).ToList()
                 };
             }).ToList();
 

Marco.Pms.Services/Controllers/TenantController.cs

@@ -273,12 +273,7 @@ namespace Marco.Pms.Services.Controllers
                 return StatusCode(403,
                     ApiResponse<object>.ErrorResponse("Access denied", "User does not have the required permissions for this action.", 403));
             }
-            if (!hasManagePermission && (hasModifyPermission || hasViewPermission) && id != loggedInEmployee.TenantId)
-            {
-                _logger.LogWarning("Permission denied: User {EmployeeId} attempted to access tenant details of other tenant.", loggedInEmployee.Id);
-                return StatusCode(403,
-                    ApiResponse<object>.ErrorResponse("Access denied", "User does not have the required permissions for this action.", 403));
-            }
+
 
             // Create a single DbContext for main tenant fetch and related data requests
             await using var _context = await _dbContextFactory.CreateDbContextAsync();
@@ -297,6 +292,13 @@ namespace Marco.Pms.Services.Controllers
             }
             _logger.LogInfo("Tenant {TenantId} found.", tenant.Id);
 
+            if (!hasManagePermission && (hasModifyPermission || hasViewPermission) && tenant.OrganizationId != loggedInEmployee.OrganizationId)
+            {
+                _logger.LogWarning("Permission denied: User {EmployeeId} attempted to access tenant details of other tenant.", loggedInEmployee.Id);
+                return StatusCode(403,
+                    ApiResponse<object>.ErrorResponse("Access denied", "User does not have the required permissions for this action.", 403));
+            }
+
             // Fetch dependent data in parallel to improve performance
             var employeesTask = Task.Run(async () =>
             {
@@ -550,7 +552,7 @@ namespace Marco.Pms.Services.Controllers
                     JobRole = adminJobRole, // Link to the newly created role
                     CurrentAddress = model.BillingAddress,
                     IsActive = true,
-                    IsSystem = false,
+                    IsSystem = true,
                     IsPrimary = true,
                     OrganizationId = organization.Id,
                     HasApplicationAccess = true
@@ -566,43 +568,36 @@ namespace Marco.Pms.Services.Controllers
                 };
                 _context.ApplicationRoles.Add(applicationRole);
 
-                var rolePermissionMappigs = new List<RolePermissionMappings> {
-                    new RolePermissionMappings
+                var featureIds = new List<Guid>
+                {
+                    new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"),   // Expense Management feature
+                    new Guid("81ab8a87-8ccd-4015-a917-0627cee6a100"),   // Employee Management feature
+                    new Guid("52c9cf54-1eb2-44d2-81bb-524cf29c0a94"),   // Attendance Management feature
+                    new Guid("a8cf4331-8f04-4961-8360-a3f7c3cc7462"),   // Document Management feature
+                    new Guid("be3b3afc-6ccf-4566-b9b6-aafcb65546be"),   // Masters Management feature
+                    new Guid("39e66f81-efc6-446c-95bd-46bff6cfb606"),   // Directory Management feature
+                    new Guid("6d4c82d6-dbce-48ab-b8b8-f785f4d8c914")    // Organization Management feature
+                };
+
+                var permissionIds = await _context.FeaturePermissions.Where(fp => featureIds.Contains(fp.FeatureId)).Select(fp => fp.Id).ToListAsync();
+
+                var rolePermissionMappigs = permissionIds.Select(p => new RolePermissionMappings
+                {
+                    ApplicationRoleId = applicationRole.Id,
+                    FeaturePermissionId = p
+                }).ToList();
+
+                rolePermissionMappigs.Add(new RolePermissionMappings
                 {
                     ApplicationRoleId = applicationRole.Id,
                     FeaturePermissionId = PermissionsMaster.ModifyTenant
-                    },
-                    new RolePermissionMappings
+                });
+                rolePermissionMappigs.Add(new RolePermissionMappings
                 {
                     ApplicationRoleId = applicationRole.Id,
                     FeaturePermissionId = PermissionsMaster.ViewTenant
-                    },
-                    new RolePermissionMappings
-                    {
-                        ApplicationRoleId = applicationRole.Id,
-                        FeaturePermissionId = PermissionsMaster.ManageMasters
-                    },
-                    new RolePermissionMappings
-                    {
-                        ApplicationRoleId = applicationRole.Id,
-                        FeaturePermissionId = PermissionsMaster.ViewMasters
-                    },
-                    new RolePermissionMappings
-                    {
-                        ApplicationRoleId = applicationRole.Id,
-                        FeaturePermissionId = PermissionsMaster.ViewOrganization
-                    },
-                    new RolePermissionMappings
-                    {
-                        ApplicationRoleId = applicationRole.Id,
-                        FeaturePermissionId = PermissionsMaster.AddOrganization
-                    },
-                    new RolePermissionMappings
-                    {
-                        ApplicationRoleId = applicationRole.Id,
-                        FeaturePermissionId = PermissionsMaster.EditOrganization
-                    }
-                };
+                });
+
                 _context.RolePermissionMappings.AddRange(rolePermissionMappigs);
 
                 _context.EmployeeRoleMappings.Add(new EmployeeRoleMapping
@@ -651,6 +646,22 @@ namespace Marco.Pms.Services.Controllers
                     _context.OrgServiceMappings.AddRange(serviceOrgMappings);
                 }
 
+                var _masteData = scope.ServiceProvider.GetRequiredService<MasterDataService>();
+
+                var expensesTypeMaster = _masteData.GetExpensesTypeesData(tenant.Id);
+                var paymentModeMatser = _masteData.GetPaymentModesData(tenant.Id);
+                var documentCategoryMaster = _masteData.GetDocumentCategoryData(tenant.Id);
+
+                var employeeDocumentId = documentCategoryMaster.Where(dc => dc.Name == "Employee Documents").Select(dc => dc.Id).FirstOrDefault();
+                var projectDocumentId = documentCategoryMaster.Where(dc => dc.Name == "Project Documents").Select(dc => dc.Id).FirstOrDefault();
+
+                var documentTypeMaster = _masteData.GetDocumentTypeData(tenant.Id, employeeDocumentId, projectDocumentId);
+
+                _context.ExpensesTypeMaster.AddRange(expensesTypeMaster);
+                _context.PaymentModeMatser.AddRange(paymentModeMatser);
+                _context.DocumentCategoryMasters.AddRange(documentCategoryMaster);
+                _context.DocumentTypeMasters.AddRange(documentTypeMaster);
+
                 // All entities are now added to the context. Save them all in a single database operation.
                 await _context.SaveChangesAsync();
 
@@ -1013,6 +1024,10 @@ namespace Marco.Pms.Services.Controllers
 
             try
             {
+                _ = Task.Run(async () =>
+                {
+                    await ClearPermissionForTenant();
+                });
                 var features = await _featureDetailsHelper.GetFeatureDetails(subscriptionPlan.FeaturesId);
                 if (features == null)
                 {
@@ -1065,7 +1080,7 @@ namespace Marco.Pms.Services.Controllers
                 // Get root employee and role for this tenant
                 var rootEmployee = await _context.Employees
                     .Include(e => e.ApplicationUser)
-                    .FirstOrDefaultAsync(e => e.ApplicationUser != null && (e.ApplicationUser.IsRootUser ?? false) && e.OrganizationId == tenant.OrganizationId);
+                    .FirstOrDefaultAsync(e => e.ApplicationUser != null && (e.ApplicationUser.IsRootUser ?? false) && e.TenantId == model.TenantId);
 
                 if (rootEmployee == null)
                 {
@@ -1123,9 +1138,6 @@ namespace Marco.Pms.Services.Controllers
                     _logger.LogInfo("Removed {Count} role permission mappings for role {RoleId}", deleteMappings.Count, roleId);
                 }
 
-                var _cache = scope.ServiceProvider.GetRequiredService<CacheUpdateHelper>();
-                await _cache.ClearAllEmployeesFromCacheByTenantId(tenant.Id);
-
                 var _masteData = scope.ServiceProvider.GetRequiredService<MasterDataService>();
 
                 if (features.Modules?.ProjectManagement?.Enabled ?? false)
@@ -1324,6 +1336,10 @@ namespace Marco.Pms.Services.Controllers
                 _logger.LogInfo("Subscription plan changed: Tenant={TenantId}, NewPlan={PlanId}",
                     model.TenantId, model.PlanId);
 
+                _ = Task.Run(async () =>
+                {
+                    await ClearPermissionForTenant();
+                });
 
                 // 8. Update tenant permissions based on subscription features.
                 var features = await _featureDetailsHelper.GetFeatureDetails(subscriptionPlan.FeaturesId);
@@ -1358,7 +1374,7 @@ namespace Marco.Pms.Services.Controllers
                 // 8c. Find root employee & role for this tenant.
                 var rootEmployee = await context.Employees
                     .Include(e => e.ApplicationUser)
-                    .FirstOrDefaultAsync(e => e.ApplicationUser != null && (e.ApplicationUser.IsRootUser ?? false) && e.OrganizationId == tenant.OrganizationId);
+                    .FirstOrDefaultAsync(e => e.ApplicationUser != null && (e.ApplicationUser.IsRootUser ?? false) && e.TenantId == model.TenantId);
 
                 if (rootEmployee == null)
                 {
@@ -1369,8 +1385,7 @@ namespace Marco.Pms.Services.Controllers
 
                 var rootRoleId = await context.EmployeeRoleMappings
                     .AsNoTracking()
-                    .Include(er => er.Role)
-                    .Where(er => er.EmployeeId == rootEmployee.Id && er.TenantId == model.TenantId && er.Role != null && er.Role.Role == "Super User")
+                    .Where(er => er.EmployeeId == rootEmployee.Id && er.TenantId == model.TenantId)
                     .Select(er => er.RoleId)
                     .FirstOrDefaultAsync();
 
@@ -1435,9 +1450,6 @@ namespace Marco.Pms.Services.Controllers
                     _logger.LogInfo("Permissions revoked: {Count} for Role={RoleId}", mappingsToRemove.Count, rootRoleId);
                 }
 
-                var _cache = scope.ServiceProvider.GetRequiredService<CacheUpdateHelper>();
-                await _cache.ClearAllEmployeesFromCacheByTenantId(tenant.Id);
-
                 var _masteData = scope.ServiceProvider.GetRequiredService<MasterDataService>();
 
                 if (features.Modules?.ProjectManagement?.Enabled ?? false)
@@ -1822,6 +1834,19 @@ namespace Marco.Pms.Services.Controllers
             return ApiResponse<SubscriptionPlanVM>.SuccessResponse(VM, "Success", 200);
         }
 
+        private async Task ClearPermissionForTenant()
+        {
+            await using var _context = await _dbContextFactory.CreateDbContextAsync();
+            using var scope = _serviceScopeFactory.CreateScope();
+
+            var _cache = scope.ServiceProvider.GetRequiredService<CacheUpdateHelper>();
+            var _cacheLogger = scope.ServiceProvider.GetRequiredService<ILoggingService>();
+
+            var employeeIds = await _context.Employees.Where(e => e.TenantId == tenantId).Select(e => e.Id).ToListAsync();
+            await _cache.ClearAllEmployeesFromCacheByEmployeeIds(employeeIds, tenantId);
+            _cacheLogger.LogInfo("{EmployeeCount} number of employee deleted", employeeIds.Count);
+        }
+
         #endregion
     }
 }

Marco.Pms.Services/Helpers/CacheUpdateHelper.cs

@@ -956,28 +956,6 @@ namespace Marco.Pms.Services.Helpers
                 _logger.LogError(ex, "Error occured while deleting all employees from Cache");
             }
         }
-        public async Task ClearAllEmployeesFromCacheByOnlyEmployeeId(Guid employeeId)
-        {
-            try
-            {
-                var response = await _employeeCache.ClearAllEmployeesFromCacheByOnlyEmployeeId(employeeId);
-            }
-            catch (Exception ex)
-            {
-                _logger.LogError(ex, "Error occured while deleting all employees from Cache");
-            }
-        }
-        public async Task ClearAllEmployeesFromCacheByTenantId(Guid tenantId)
-        {
-            try
-            {
-                var response = await _employeeCache.ClearAllEmployeesFromCacheByTenantId(tenantId);
-            }
-            catch (Exception ex)
-            {
-                _logger.LogError(ex, "Error occured while deleting all employees from Cache");
-            }
-        }
         public async Task ClearAllEmployees()
         {
             try

Marco.Pms.Services/Helpers/EmployeeHelper.cs

@@ -24,7 +24,7 @@ namespace MarcoBMS.Services.Helpers
         public async Task<Employee> GetEmployeeByID(Guid EmployeeID)
         {
 
-            return await _context.Employees.Include(e => e.JobRole).FirstOrDefaultAsync(e => e.Id == EmployeeID) ?? new Employee { };
+            return await _context.Employees.Include(e => e.JobRole).Include(e => e.Organization).FirstOrDefaultAsync(e => e.Id == EmployeeID) ?? new Employee { };
         }
 
         public async Task<Employee> GetEmployeeByApplicationUserID(string ApplicationUserID)

Marco.Pms.Services/Helpers/GeneralHelper.cs

@@ -253,16 +253,29 @@ namespace Marco.Pms.Services.Helpers
                         !ts.IsCancelled &&
                         ts.EndDate.Date >= DateTime.UtcNow.Date); // FIX: Subscription should not be expired
 
+                var featureIds = new List<Guid>
+                {
+                    new Guid("a4e25142-449b-4334-a6e5-22f70e4732d7"),   // Expense Management feature
+                    new Guid("81ab8a87-8ccd-4015-a917-0627cee6a100"),   // Employee Management feature
+                    new Guid("52c9cf54-1eb2-44d2-81bb-524cf29c0a94"),   // Attendance Management feature
+                    new Guid("a8cf4331-8f04-4961-8360-a3f7c3cc7462"),   // Document Management feature
+                    new Guid("be3b3afc-6ccf-4566-b9b6-aafcb65546be"),   // Masters Management feature
+                    new Guid("39e66f81-efc6-446c-95bd-46bff6cfb606"),   // Directory Management feature
+                    new Guid("6d4c82d6-dbce-48ab-b8b8-f785f4d8c914")    // Organization Management feature
+                    //new Guid("2f3509b7-160d-410a-b9b6-daadd96c986d")    // Tenant Management feature
+                };
+
                 if (tenantSubscription == null)
                 {
                     _logger.LogWarning("No active subscription found for tenant: {TenantId}", tenantId);
-                    return new List<Guid>();
+                    return featureIds;
                 }
 
                 _logger.LogDebug("Active subscription found for tenant: {TenantId}, PlanId: {PlanId}",
                     tenantId, tenantSubscription.Plan!.Id);
 
-                var featureIds = new List<Guid> { new Guid("2f3509b7-160d-410a-b9b6-daadd96c986d"), new Guid("be3b3afc-6ccf-4566-b9b6-aafcb65546be") };
+                //var featureIds = new List<Guid> {  new Guid("be3b3afc-6ccf-4566-b9b6-aafcb65546be") };
+
 
                 // Step 2: Get feature details from Plan
                 var featureDetails = await _featureDetailsHelper.GetFeatureDetails(tenantSubscription.Plan!.FeaturesId);

Marco.Pms.Services/Helpers/ReportHelper.cs

@@ -190,7 +190,6 @@ namespace Marco.Pms.Services.Helpers
                 double totalCompletedWork = workItems.Sum(w => w.CompletedWork);
 
                 var todayAssignedTasks = tasks.Where(t => t.AssignmentDate.Date == reportDate).ToList();
-                var todaysCompletedTasks = tasks.Where(t => t.AssignmentDate.Date == reportDate && t.ReportedById != null).ToList();
                 var reportPending = tasks.Where(t => t.ReportedDate == null).ToList();
 
                 double totalPlannedTask = todayAssignedTasks.Sum(t => t.PlannedTask);
@@ -264,17 +263,14 @@ namespace Marco.Pms.Services.Helpers
                 // Fill report
                 statisticReport.TodaysAttendances = checkedInEmployeeIds.Count;
                 statisticReport.TotalEmployees = assignedEmployeeIds.Count;
-                statisticReport.AttendancePercentage = assignedEmployeeIds.Count > 0 ? (checkedInEmployeeIds.Count / assignedEmployeeIds.Count) * 100 : 0;
                 statisticReport.RegularizationPending = regularizationIds.Count;
                 statisticReport.CheckoutPending = checkoutPendingIds.Count;
                 statisticReport.TotalPlannedWork = totalPlannedWork;
                 statisticReport.TotalCompletedWork = totalCompletedWork;
-                statisticReport.CompletionStatus = totalPlannedWork > 0 ? (totalCompletedWork / totalPlannedWork) * 100 : 0;
                 statisticReport.TotalPlannedTask = totalPlannedTask;
                 statisticReport.TotalCompletedTask = totalCompletedTask;
-                statisticReport.AttendancePercentage = totalCompletedTask > 0 ? (totalCompletedTask / totalPlannedTask) * 100 : 0;
+                statisticReport.CompletionStatus = totalPlannedWork > 0 ? totalCompletedWork / totalPlannedWork : 0;
                 statisticReport.TodaysAssignTasks = todayAssignedTasks.Count;
-                statisticReport.TodaysCompletedTasks = todaysCompletedTasks.Count;
                 statisticReport.ReportPending = reportPending.Count;
                 statisticReport.TeamOnSite = teamOnSite;
                 statisticReport.PerformedTasks = performedTasks;

Marco.Pms.Services/Hub/MarcoHub.cs

@@ -3,6 +3,7 @@ using Microsoft.AspNetCore.SignalR;
 
 namespace Marco.Pms.Services.Hubs
 {
+    //[Authorize]
     public class MarcoHub : Hub
     {
         private readonly ILoggingService _logger;

Marco.Pms.Services/MappingProfiles/MappingProfile.cs

@@ -1,9 +1,11 @@
 using AutoMapper;
 using Marco.Pms.Model.AppMenu;
+using Marco.Pms.Model.Collection;
 using Marco.Pms.Model.Directory;
 using Marco.Pms.Model.DocumentManager;
 using Marco.Pms.Model.Dtos.Activities;
 using Marco.Pms.Model.Dtos.AppMenu;
+using Marco.Pms.Model.Dtos.Collection;
 using Marco.Pms.Model.Dtos.Directory;
 using Marco.Pms.Model.Dtos.DocumentManager;
 using Marco.Pms.Model.Dtos.Employees;
@@ -26,6 +28,7 @@ using Marco.Pms.Model.Projects;
 using Marco.Pms.Model.TenantModels;
 using Marco.Pms.Model.TenantModels.MongoDBModel;
 using Marco.Pms.Model.ViewModels.Activities;
+using Marco.Pms.Model.ViewModels.Collection;
 using Marco.Pms.Model.ViewModels.Directory;
 using Marco.Pms.Model.ViewModels.DocumentManager;
 using Marco.Pms.Model.ViewModels.Employee;
@@ -248,6 +251,7 @@ namespace Marco.Pms.Services.MappingProfiles
                 dest => dest.Id,
                 opt => opt.MapFrom(src => Guid.Parse(src.Id)));
 
+            CreateMap<Expenses, ExpenseDetailsVM>();
             CreateMap<ExpenseDetailsMongoDB, ExpenseDetailsVM>()
                 .ForMember(
                 dest => dest.Id,
@@ -255,6 +259,19 @@ namespace Marco.Pms.Services.MappingProfiles
 
             #endregion
 
+            #region ======================================================= Collection =======================================================
+            CreateMap<InvoiceDto, Invoice>();
+            CreateMap<Invoice, InvoiceListVM>();
+            CreateMap<Invoice, InvoiceDetailsVM>();
+
+            CreateMap<ReceivedInvoicePaymentDto, ReceivedInvoicePayment>();
+            CreateMap<ReceivedInvoicePayment, ReceivedInvoicePaymentVM>();
+
+            CreateMap<InvoiceComment, InvoiceCommentVM>();
+
+            CreateMap<InvoiceAttachment, InvoiceAttachmentVM>();
+            #endregion
+
             #region ======================================================= Master =======================================================
 
             CreateMap<FeaturePermission, FeaturePermissionVM>();
@@ -384,19 +401,27 @@ namespace Marco.Pms.Services.MappingProfiles
             CreateMap<UpdateContactCategoryDto, ContactCategoryMaster>();
             CreateMap<ContactCategoryMaster, ContactCategoryVM>();
             #endregion
+
             #region ======================================================= Contact Tag Master =======================================================
             CreateMap<CreateContactTagDto, ContactTagMaster>();
             CreateMap<UpdateContactTagDto, ContactTagMaster>();
             CreateMap<ContactTagMaster, ContactTagVM>();
             #endregion
+
+            #region ======================================================= Payment Adjustment Head Master =======================================================
+            CreateMap<PaymentAdjustmentHeadDto, PaymentAdjustmentHead>();
+            CreateMap<PaymentAdjustmentHead, PaymentAdjustmentHeadVM>();
+            #endregion
+
             #region ======================================================= Expenses Status Master =======================================================
             #endregion
+
             #region ======================================================= Expenses Status Master =======================================================
             #endregion
+
             #region ======================================================= Expenses Status Master =======================================================
             #endregion
-            #region ======================================================= Expenses Status Master =======================================================
-            #endregion
+
             #region ======================================================= Expenses Status Master =======================================================
             #endregion
 

Marco.Pms.Services/Service/DirectoryService.cs

@@ -1533,9 +1533,11 @@ namespace Marco.Pms.Services.Service
                 return ApiResponse<object>.ErrorResponse("Contact ID is empty", "Contact ID is empty", 400);
             }
 
+            var (hasAdminPermission, hasManagerPermission, hasUserPermission) = await CheckPermissionsAsync(loggedInEmployee.Id);
+
             var bucketIds = await _context.ContactBucketMappings.Where(cb => cb.ContactId == id).Select(cb => cb.BucketId).ToListAsync();
             var hasContactAccess = await _context.EmployeeBucketMappings.AnyAsync(eb => bucketIds.Contains(eb.BucketId) && eb.EmployeeId == loggedInEmployee.Id);
-            if (hasContactAccess)
+            if (!hasAdminPermission && !hasContactAccess)
             {
                 _logger.LogWarning("Employee {EmployeeId} does not have permission to delete contact {ContactId}",
                      loggedInEmployee.Id, id);
@@ -2131,7 +2133,7 @@ namespace Marco.Pms.Services.Service
 
             var bucketIds = await _context.ContactBucketMappings.Where(cb => cb.ContactId == noteDto.ContactId).Select(cb => cb.BucketId).ToListAsync();
             var hasContactAccess = await _context.EmployeeBucketMappings.AnyAsync(eb => bucketIds.Contains(eb.BucketId) && eb.EmployeeId == loggedInEmployee.Id);
-            if (!hasAdminPermission && hasContactAccess)
+            if (!hasAdminPermission && !hasContactAccess)
             {
                 _logger.LogWarning("Employee {EmployeeId} does not have permission to delete contact {ContactId}",
                      loggedInEmployee.Id, noteDto.ContactId);
@@ -2270,11 +2272,10 @@ namespace Marco.Pms.Services.Service
 
                 return ApiResponse<object>.ErrorResponse("Note not found", "Note not found", 404);
             }
-
             var (hasAdminPermission, hasManagerPermission, hasUserPermission) = await CheckPermissionsAsync(loggedInEmployee.Id);
 
-            var bucketIds = await _context.ContactBucketMappings.AsNoTracking().Where(cb => cb.ContactId == note.ContactId).Select(cb => cb.BucketId).ToListAsync();
-            var hasContactAccess = await _context.EmployeeBucketMappings.AsNoTracking().AnyAsync(eb => bucketIds.Contains(eb.BucketId) && eb.EmployeeId == loggedInEmployee.Id);
+            var bucketIds = await _context.ContactBucketMappings.Where(cb => cb.ContactId == note.ContactId).Select(cb => cb.BucketId).ToListAsync();
+            var hasContactAccess = await _context.EmployeeBucketMappings.AnyAsync(eb => bucketIds.Contains(eb.BucketId) && eb.EmployeeId == loggedInEmployee.Id);
             if (!hasAdminPermission && !hasContactAccess)
             {
                 _logger.LogWarning("Employee {EmployeeId} does not have permission to delete contact {ContactId}",

Marco.Pms.Services/Service/ExpensesService.cs

@@ -130,6 +130,16 @@ namespace Marco.Pms.Services.Service
                 // 3. --- Build Base Query and Apply Permissions ---
                 // Start with a base IQueryable. Filters will be chained onto this.
                 var expensesQuery = _context.Expenses
+                    .Include(e => e.PaidBy)
+                    .Include(e => e.CreatedBy)
+                    .Include(e => e.ProcessedBy)
+                    .Include(e => e.ApprovedBy)
+                    .Include(e => e.ReviewedBy)
+                    .Include(e => e.PaymentMode)
+                    .Include(e => e.Project)
+                    .Include(e => e.PaymentMode)
+                    .Include(e => e.ExpensesType)
+                    .Include(e => e.Status)
                 .Where(e => e.TenantId == tenantId); // Always filter by TenantId first.
 
                 if (cacheList == null)
@@ -177,6 +187,10 @@ namespace Marco.Pms.Services.Service
                         {
                             expensesQuery = expensesQuery.Where(e => expenseFilter.PaidById.Contains(e.PaidById));
                         }
+                        if (expenseFilter.ExpenseTypeIds?.Any() == true)
+                        {
+                            expensesQuery = expensesQuery.Where(e => expenseFilter.ExpenseTypeIds.Contains(e.ExpensesTypeId));
+                        }
 
                         // Only allow filtering by 'CreatedBy' if the user has 'View All' permission.
                         if (expenseFilter.CreatedByIds?.Any() == true && hasViewAllPermissionTask.Result)
@@ -214,7 +228,8 @@ namespace Marco.Pms.Services.Service
                         return ApiResponse<object>.SuccessResponse(new List<ExpenseList>(), "No expenses found for the given criteria.", 200);
                     }
 
-                    expenseVM = await GetAllExpnesRelatedTables(expensesList, tenantId);
+                    //expenseVM = await GetAllExpnesRelatedTables(expensesList, tenantId);
+                    expenseVM = _mapper.Map<List<ExpenseList>>(expensesList);
                     totalPages = (int)Math.Ceiling((double)totalEntites / pageSize);
 
                 }
@@ -277,7 +292,18 @@ namespace Marco.Pms.Services.Service
                 ExpenseDetailsMongoDB? expenseDetails = null;
                 if (expenseDetails == null)
                 {
-                    var expense = await _context.Expenses.AsNoTracking().FirstOrDefaultAsync(e => e.Id == id && e.TenantId == tenantId);
+                    var expense = await _context.Expenses
+                        .Include(e => e.PaidBy)
+                        .Include(e => e.CreatedBy)
+                        .Include(e => e.ProcessedBy)
+                        .Include(e => e.ApprovedBy)
+                        .Include(e => e.ReviewedBy)
+                        .Include(e => e.PaymentMode)
+                        .Include(e => e.Project)
+                        .Include(e => e.PaymentMode)
+                        .Include(e => e.ExpensesType)
+                        .Include(e => e.Status)
+                        .AsNoTracking().FirstOrDefaultAsync(e => e.Id == id && e.TenantId == tenantId);
 
                     if (expense == null)
                     {
@@ -369,66 +395,25 @@ namespace Marco.Pms.Services.Service
         {
             try
             {
-                // Task 1: Get all distinct projects associated with the tenant's expenses.
-                var projectsTask = Task.Run(async () =>
-                {
-                    await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                    return await dbContext.Expenses
-                        .Where(e => e.TenantId == tenantId && e.Project != null)
-                        .Select(e => e.Project!)
-                        .Distinct()
-                        .Select(p => new { p.Id, Name = $"{p.Name}" })
+                var expenses = await _context.Expenses
+                    .Include(e => e.PaidBy)
+                    .Include(e => e.Project)
+                    .Include(e => e.CreatedBy)
+                    .Include(e => e.Status)
+                    .Include(e => e.ExpensesType)
+                    .Where(e => e.TenantId == tenantId)
                     .ToListAsync();
-                });
-
-                // Task 2: Get all distinct users who paid for the tenant's expenses.
-                var paidByTask = Task.Run(async () =>
-                {
-                    await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                    return await dbContext.Expenses
-                        .Where(e => e.TenantId == tenantId && e.PaidBy != null)
-                        .Select(e => e.PaidBy!)
-                        .Distinct()
-                        .Select(u => new { u.Id, Name = $"{u.FirstName} {u.LastName}" })
-                        .ToListAsync();
-                });
-
-                // Task 3: Get all distinct users who created the tenant's expenses.
-                var createdByTask = Task.Run(async () =>
-                {
-                    await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                    return await dbContext.Expenses
-                        .Where(e => e.TenantId == tenantId && e.CreatedBy != null)
-                        .Select(e => e.CreatedBy!)
-                        .Distinct()
-                        .Select(u => new { u.Id, Name = $"{u.FirstName} {u.LastName}" })
-                        .ToListAsync();
-                });
-
-                // Task 4: Get all distinct statuses associated with the tenant's expenses.
-                var statusTask = Task.Run(async () =>
-                {
-                    await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                    return await dbContext.Expenses
-                        .Where(e => e.TenantId == tenantId && e.Status != null)
-                        .Select(e => e.Status!)
-                        .Distinct()
-                        .Select(s => new { s.Id, s.Name })
-                        .ToListAsync();
-                });
-
-                // Execute all four queries concurrently. The total wait time will be determined
-                // by the longest-running query, not the sum of all four.
-                await Task.WhenAll(projectsTask, paidByTask, createdByTask, statusTask);
 
                 // Construct the final object from the results of the completed tasks.
-                return ApiResponse<object>.SuccessResponse(new
+                var response = new
                 {
-                    Projects = await projectsTask,
-                    PaidBy = await paidByTask,
-                    CreatedBy = await createdByTask,
-                    Status = await statusTask
-                }, "Successfully fetched the filter list", 200);
+                    Projects = expenses.Where(e => e.Project != null).Select(e => new { Id = e.Project!.Id, Name = e.Project.Name }).Distinct().ToList(),
+                    PaidBy = expenses.Where(e => e.PaidBy != null).Select(e => new { Id = e.PaidBy!.Id, Name = $"{e.PaidBy.FirstName} {e.PaidBy.LastName}" }).Distinct().ToList(),
+                    CreatedBy = expenses.Where(e => e.CreatedBy != null).Select(e => new { Id = e.CreatedBy!.Id, Name = $"{e.CreatedBy.FirstName} {e.CreatedBy.LastName}" }).Distinct().ToList(),
+                    Status = expenses.Where(e => e.Status != null).Select(e => new { Id = e.Status!.Id, Name = e.Status.Name }).Distinct().ToList(),
+                    ExpensesType = expenses.Where(e => e.ExpensesType != null).Select(e => new { Id = e.ExpensesType!.Id, Name = e.ExpensesType.Name }).Distinct().ToList()
+                };
+                return ApiResponse<object>.SuccessResponse(response, "Successfully fetched the filter list", 200);
             }
             catch (Exception ex)
             {
@@ -466,13 +451,6 @@ namespace Marco.Pms.Services.Service
                     return await permissionService.HasPermission(PermissionsMaster.ExpenseUpload, loggedInEmployee.Id);
                 });
 
-                var hasProjectPermissionTask = Task.Run(async () =>
-                {
-                    using var scope = _serviceScopeFactory.CreateScope();
-                    var permissionService = scope.ServiceProvider.GetRequiredService<PermissionServices>();
-                    return await permissionService.HasProjectPermission(loggedInEmployee, dto.ProjectId);
-                });
-
                 // VALIDATION CHECKS: Use IDbContextFactory for thread-safe, parallel database queries.
                 // Each task gets its own DbContext instance.
                 var projectTask = Task.Run(async () =>
@@ -523,21 +501,21 @@ namespace Marco.Pms.Services.Service
 
 
                 // Await all prerequisite checks at once.
-                await Task.WhenAll(hasUploadPermissionTask, hasProjectPermissionTask, projectTask, expenseTypeTask, paymentModeTask, statusMappingTask, paidByTask, expenseUIdTask);
+                await Task.WhenAll(hasUploadPermissionTask, projectTask, expenseTypeTask, paymentModeTask, statusMappingTask, paidByTask, expenseUIdTask);
 
                 // 2. Aggregate and Check Results
-                if (!await hasUploadPermissionTask || !await hasProjectPermissionTask)
+                if (!await hasUploadPermissionTask)
                 {
                     _logger.LogWarning("Access DENIED for employee {EmployeeId} on project {ProjectId}.", loggedInEmployee.Id, dto.ProjectId);
                     return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to upload expenses for this project.", 403);
                 }
 
                 var validationErrors = new List<string>();
-                var project = projectTask.Result;
-                var expenseType = expenseTypeTask.Result;
-                var paymentMode = paymentModeTask.Result;
-                var statusMapping = statusMappingTask.Result;
-                var paidBy = paidByTask.Result;
+                var project = await projectTask;
+                var expenseType = await expenseTypeTask;
+                var paymentMode = await paymentModeTask;
+                var statusMapping = await statusMappingTask;
+                var paidBy = await paidByTask;
                 var lastExpenseUId = expenseUIdTask.Result;
 
                 if (project == null) validationErrors.Add("Project not found.");
@@ -554,7 +532,9 @@ namespace Marco.Pms.Services.Service
                     _logger.LogWarning("Expense creation failed due to validation errors: {ValidationErrors}", errorMessage);
                     return ApiResponse<object>.ErrorResponse("Invalid input data.", errorMessage, 400);
                 }
+
                 var currentexpenseUId = (lastExpenseUId + 1).ToString("D5");
+
                 // 3. Entity Creation
                 var expense = _mapper.Map<Expenses>(dto);
                 expense.ExpenseUId = $"EX-{currentexpenseUId}";
@@ -1107,6 +1087,7 @@ namespace Marco.Pms.Services.Service
             var m = Regex.Match(id ?? string.Empty, @"(\d+)$");
             return m.Success ? int.Parse(m.Value) : int.MinValue; // put invalid IDs at the bottom
         }
+
         private static object ExceptionMapper(Exception ex)
         {
             return new
@@ -1240,46 +1221,6 @@ namespace Marco.Pms.Services.Service
 
         private async Task<ExpenseDetailsMongoDB> GetAllExpnesRelatedTablesForSingle(Expenses model, Guid tenantId)
         {
-            var projectTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Projects.AsNoTracking().FirstOrDefaultAsync(p => p.Id == model.ProjectId && p.TenantId == tenantId);
-            });
-            var paidByTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Employees.Include(e => e.JobRole).AsNoTracking().FirstOrDefaultAsync(e => e.Id == model.PaidById && e.TenantId == tenantId);
-            });
-            var createdByTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Employees.Include(e => e.JobRole).AsNoTracking().FirstOrDefaultAsync(e => e.Id == model.CreatedById && e.TenantId == tenantId);
-            });
-            var reviewedByTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Employees.Include(e => e.JobRole).AsNoTracking().FirstOrDefaultAsync(e => e.Id == model.ReviewedById && e.TenantId == tenantId);
-            });
-            var approvedByTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Employees.Include(e => e.JobRole).AsNoTracking().FirstOrDefaultAsync(e => e.Id == model.ApprovedById && e.TenantId == tenantId);
-            });
-            var processedByTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.Employees.Include(e => e.JobRole).AsNoTracking().FirstOrDefaultAsync(e => e.Id == model.ProcessedById && e.TenantId == tenantId);
-            });
-            var expenseTypeTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.ExpensesTypeMaster.AsNoTracking().FirstOrDefaultAsync(et => et.Id == model.ExpensesTypeId && et.TenantId == tenantId);
-            });
-            var paymentModeTask = Task.Run(async () =>
-            {
-                await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
-                return await dbContext.PaymentModeMatser.AsNoTracking().FirstOrDefaultAsync(pm => pm.Id == model.PaymentModeId && pm.TenantId == tenantId);
-            });
             var statusMappingTask = Task.Run(async () =>
             {
                 await using var dbContext = await _dbContextFactory.CreateDbContextAsync();
@@ -1327,29 +1268,20 @@ namespace Marco.Pms.Services.Service
             });
 
             // Await all prerequisite checks at once.
-            await Task.WhenAll(projectTask, expenseTypeTask, paymentModeTask, statusMappingTask, paidByTask, createdByTask, reviewedByTask, approvedByTask,
-                processedByTask, statusTask, billAttachmentsTask);
+            await Task.WhenAll(statusTask, billAttachmentsTask);
 
-            var project = projectTask.Result;
-            var expenseType = expenseTypeTask.Result;
-            var paymentMode = paymentModeTask.Result;
             var statusMapping = statusMappingTask.Result;
-            var paidBy = paidByTask.Result;
-            var createdBy = createdByTask.Result;
-            var reviewedBy = reviewedByTask.Result;
-            var approvedBy = approvedByTask.Result;
-            var processedBy = processedByTask.Result;
             var billAttachment = billAttachmentsTask.Result;
 
 
             var response = _mapper.Map<ExpenseDetailsMongoDB>(model);
 
-            response.Project = _mapper.Map<ProjectBasicMongoDB>(project);
-            response.PaidBy = _mapper.Map<BasicEmployeeMongoDB>(paidBy);
-            response.CreatedBy = _mapper.Map<BasicEmployeeMongoDB>(createdBy);
-            response.ReviewedBy = _mapper.Map<BasicEmployeeMongoDB>(reviewedBy);
-            response.ApprovedBy = _mapper.Map<BasicEmployeeMongoDB>(approvedBy);
-            response.ProcessedBy = _mapper.Map<BasicEmployeeMongoDB>(processedBy);
+            response.Project = _mapper.Map<ProjectBasicMongoDB>(model.Project);
+            response.PaidBy = _mapper.Map<BasicEmployeeMongoDB>(model.PaidBy);
+            response.CreatedBy = _mapper.Map<BasicEmployeeMongoDB>(model.CreatedBy);
+            response.ReviewedBy = _mapper.Map<BasicEmployeeMongoDB>(model.ReviewedBy);
+            response.ApprovedBy = _mapper.Map<BasicEmployeeMongoDB>(model.ApprovedBy);
+            response.ProcessedBy = _mapper.Map<BasicEmployeeMongoDB>(model.ProcessedBy);
             if (statusMapping != null)
             {
                 response.Status = _mapper.Map<ExpensesStatusMasterMongoDB>(statusMapping.Status);
@@ -1360,8 +1292,8 @@ namespace Marco.Pms.Services.Service
                 var status = statusTask.Result;
                 response.Status = _mapper.Map<ExpensesStatusMasterMongoDB>(status);
             }
-            response.PaymentMode = _mapper.Map<PaymentModeMatserMongoDB>(paymentMode);
-            response.ExpensesType = _mapper.Map<ExpensesTypeMasterMongoDB>(expenseType);
+            response.PaymentMode = _mapper.Map<PaymentModeMatserMongoDB>(model.PaymentMode);
+            response.ExpensesType = _mapper.Map<ExpensesTypeMasterMongoDB>(model.ExpensesType);
             if (billAttachment != null) response.Documents = billAttachment.Documents;
 
             return response;

Marco.Pms.Services/Service/MasterDataService.cs

@@ -1,4 +1,5 @@
-using Marco.Pms.Model.Forum;
+using Marco.Pms.Model.DocumentManager;
+using Marco.Pms.Model.Forum;
 using Marco.Pms.Model.Master;
 
 namespace Marco.Pms.Services.Service
@@ -335,6 +336,194 @@ namespace Marco.Pms.Services.Service
                 }
             };
         }
+        public List<DocumentCategoryMaster> GetDocumentCategoryData(Guid tenantId)
+        {
+            return new List<DocumentCategoryMaster> {
+                new DocumentCategoryMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Project Documents",
+                    Description = "Project documents are formal records that outline the plans, progress, and details necessary to execute and manage a project effectively.",
+                    EntityTypeId = Guid.Parse("c8fe7115-aa27-43bc-99f4-7b05fabe436e"),
+                    CreatedAt = new DateTime(2025, 9, 15, 12, 42, 3, 202, DateTimeKind.Utc),
+                    TenantId = tenantId
+                },
+                new DocumentCategoryMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Employee Documents",
+                    Description = "Employment details along with legal IDs like passports or driver’s licenses to verify identity and work authorization.",
+                    EntityTypeId = Guid.Parse("dbb9555a-7a0c-40f2-a9ed-f0463f1ceed7"),
+                    CreatedAt = new DateTime(2025, 9, 15, 12, 42, 3, 202, DateTimeKind.Utc),
+                    TenantId = tenantId
+                }
+             };
+        }
+        public List<DocumentTypeMaster> GetDocumentTypeData(Guid tenantId, Guid employeeDocumentId, Guid projectDocumentId)
+        {
+            return new List<DocumentTypeMaster> {
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Aadhaar card",
+                    RegexExpression = "^[2-9][0-9]{11}$",
+                    AllowedContentType = "application/pdf,image/jpeg",
+                    MaxSizeAllowedInMB = 2,
+                    IsValidationRequired = true,
+                    IsMandatory = true,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = employeeDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Pan Card",
+                    RegexExpression = "^[A-Z]{5}[0-9]{4}[A-Z]{1}$",
+                    AllowedContentType = "application/pdf,image/jpeg",
+                    MaxSizeAllowedInMB = 2,
+                    IsValidationRequired = true,
+                    IsMandatory = true,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = employeeDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Voter Card",
+                    RegexExpression = "^[A-Z]{3}[0-9]{7}$",
+                    AllowedContentType = "application/pdf,image/jpeg",
+                    MaxSizeAllowedInMB = 2,
+                    IsValidationRequired = true,
+                    IsMandatory = true,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = employeeDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Passport",
+                    RegexExpression = "^[A-PR-WY][1-9]\\d\\s?\\d{4}[1-9]$",
+                    AllowedContentType = "application/pdf,image/jpeg",
+                    MaxSizeAllowedInMB = 2,
+                    IsValidationRequired = true,
+                    IsMandatory = true,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = employeeDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Bank Passbook",
+                    RegexExpression = "^\\d{9,18}$",
+                    AllowedContentType = "application/pdf,image/jpeg",
+                    MaxSizeAllowedInMB = 2,
+                    IsValidationRequired = true,
+                    IsMandatory = true,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = employeeDocumentId,
+                    TenantId = tenantId
+                },
+
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Bill of Quantities (BOQ)",
+                    AllowedContentType = "application/pdf,application/msword,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    MaxSizeAllowedInMB = 1,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Work Order",
+                    AllowedContentType = "application/pdf,application/msword,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    MaxSizeAllowedInMB = 1,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Letter of Agreement",
+                    AllowedContentType = "application/pdf,application/msword,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    MaxSizeAllowedInMB = 1,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Health and Safety Document",
+                    AllowedContentType = "application/pdf,application/msword,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    MaxSizeAllowedInMB = 1,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Standard Operating Procedure (SOP)",
+                    AllowedContentType = "application/pdf,application/msword,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+                    MaxSizeAllowedInMB = 1,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                },
+                new DocumentTypeMaster
+                {
+                    Id = Guid.NewGuid(),
+                    Name = "Drawings",
+                    AllowedContentType = "application/pdf,image/vnd.dwg,application/acad",
+                    MaxSizeAllowedInMB = 20,
+                    IsValidationRequired = false,
+                    IsMandatory = false,
+                    CreatedAt = new DateTime(2025, 9, 3, 10, 46, 49, 955, DateTimeKind.Utc),
+                    IsSystem = true,
+                    IsActive = true,
+                    DocumentCategoryId = projectDocumentId,
+                    TenantId = tenantId
+                }
+                };
+        }
         public List<object> GetData(Guid tenantId)
         {
             return new List<object>

Marco.Pms.Services/Service/MasterService.cs

@@ -1,9 +1,11 @@
 using AutoMapper;
 using Marco.Pms.DataAccess.Data;
 using Marco.Pms.Helpers.Utility;
+using Marco.Pms.Model.Collection;
 using Marco.Pms.Model.Directory;
 using Marco.Pms.Model.DocumentManager;
 using Marco.Pms.Model.Dtos.Activities;
+using Marco.Pms.Model.Dtos.Collection;
 using Marco.Pms.Model.Dtos.DocumentManager;
 using Marco.Pms.Model.Dtos.Master;
 using Marco.Pms.Model.Employees;
@@ -12,6 +14,7 @@ using Marco.Pms.Model.Master;
 using Marco.Pms.Model.MongoDBModels.Utility;
 using Marco.Pms.Model.Utilities;
 using Marco.Pms.Model.ViewModels.Activities;
+using Marco.Pms.Model.ViewModels.Collection;
 using Marco.Pms.Model.ViewModels.DocumentManager;
 using Marco.Pms.Model.ViewModels.Master;
 using Marco.Pms.Services.Service.ServiceInterfaces;
@@ -1580,7 +1583,7 @@ namespace Marco.Pms.Services.Service
                 {
                     Id = Guid.NewGuid(),
                     Name = trimmedName,
-                    Description = model.Description.Trim(), // Normalize description
+                    Description = model.Description?.Trim() ?? "", // Normalize description
                     TenantId = tenantId,
                 };
 
@@ -1687,7 +1690,7 @@ namespace Marco.Pms.Services.Service
 
                 // Update entity properties
                 contactTag.Name = trimmedName;
-                contactTag.Description = model.Description.Trim(); // Normalize description
+                contactTag.Description = model.Description?.Trim() ?? ""; // Normalize description
 
                 // Log update in directory and audit trail
                 _context.DirectoryUpdateLogs.Add(new DirectoryUpdateLog
@@ -2652,8 +2655,6 @@ namespace Marco.Pms.Services.Service
         #endregion
 
         #region =================================================================== Document Type APIs ===================================================================
-
-
         public async Task<ApiResponse<object>> GetDocumentTypeMasterListAsync(Guid? documentCategoryId, Employee loggedInEmployee, Guid tenantId)
         {
             try
@@ -2881,6 +2882,248 @@ namespace Marco.Pms.Services.Service
 
         #endregion
 
+        #region =================================================================== Payment Adjustment Head APIs ===================================================================
+
+        /// <summary>
+        /// Retrieves a list of payment adjustment heads for a specific tenant with optional active status filtering.
+        /// </summary>
+        /// <param name="isActive">Filter for active/inactive payment adjustment heads</param>
+        /// <param name="loggedInEmployee">The employee making the request (for auditing/authorization)</param>
+        /// <param name="tenantId">The tenant identifier to scope the data</param>
+        /// <returns>An API response containing the list of payment adjustment head view models</returns>
+        /// <remarks>
+        /// This method performs database-level filtering and uses projection to minimize data transfer.
+        /// Consider implementing pagination for tenants with large numbers of payment adjustment heads.
+        /// </remarks>
+        public async Task<ApiResponse<object>> GetPaymentAdjustmentHeadListAsync(bool isActive, Employee loggedInEmployee, Guid tenantId)
+        {
+            try
+            {
+                // Log the request details for auditing and troubleshooting
+                _logger.LogInfo("Fetching payment adjustment heads for tenant {TenantId} with IsActive={IsActive}", tenantId, isActive);
+
+                var paymentAdjustmentHeads = await _context.PaymentAdjustmentHeads
+                    .AsNoTracking() // Improve performance by disabling change tracking for read-only operations
+                    .Where(pah => pah.TenantId == tenantId && pah.IsActive == isActive)
+                    .Select(pah => _mapper.Map<PaymentAdjustmentHeadVM>(pah))
+                    .ToListAsync();
+
+                _logger.LogInfo("Successfully retrieved {Count} payment adjustment heads for tenant {TenantId}", paymentAdjustmentHeads.Count, tenantId);
+
+                return ApiResponse<object>.SuccessResponse(
+                    paymentAdjustmentHeads.OrderBy(pah => pah.Name).ToList(),
+                    $"Payment Adjustment Heads fetched successfully. Count: {paymentAdjustmentHeads.Count}",
+                    200);
+            }
+            catch (Exception ex)
+            {
+                // Log the full exception with context for better troubleshooting
+                _logger.LogError(ex, "Error occurred while fetching payment adjustment heads for tenant {TenantId}. IsActive: {IsActive}", tenantId, isActive);
+                return ApiResponse<object>.ErrorResponse("An error occurred", "Unable to fetch payment adjustment heads", 500);
+            }
+        }
+
+        /// <summary>
+        /// Creates a new payment adjustment head for the specified tenant after permission and uniqueness checks.
+        /// </summary>
+        /// <param name="model">DTO containing payment adjustment head data</param>
+        /// <param name="loggedInEmployee">The employee performing the action</param>
+        /// <param name="tenantId">The tenant identifier</param>
+        /// <returns>API response with status and context</returns>
+        public async Task<ApiResponse<object>> CreatePaymentAdjustmentHeadAsync(PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId)
+        {
+            try
+            {
+                // Permission validation
+                var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
+                if (!hasManagePermission)
+                {
+                    _logger.LogWarning("Access denied for employee {EmployeeId} attempting to create payment adjustment head for tenant {TenantId}.", loggedInEmployee.Id, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
+                }
+
+                // Uniqueness check for payment adjustment head name
+                var nameExists = await _context.PaymentAdjustmentHeads
+                    .AnyAsync(pah => pah.Name == model.Name && pah.TenantId == tenantId);
+                if (nameExists)
+                {
+                    _logger.LogInfo("Duplicate payment adjustment head name '{Name}' detected for tenant {TenantId}.", model.Name, tenantId);
+                    return ApiResponse<object>.ErrorResponse("A payment adjustment head with this name already exists.", "Name of payment adjustment head already exists.", 409);
+                }
+
+                // Create and persist new entity
+                var paymentAdjustmentHead = _mapper.Map<PaymentAdjustmentHead>(model);
+                paymentAdjustmentHead.IsActive = true;
+                paymentAdjustmentHead.TenantId = tenantId;
+
+                _context.PaymentAdjustmentHeads.Add(paymentAdjustmentHead);
+                await _context.SaveChangesAsync();
+
+                var response = _mapper.Map<PaymentAdjustmentHeadVM>(paymentAdjustmentHead);
+
+                _logger.LogInfo("Payment adjustment head '{Name}' created successfully by employee {EmployeeId} for tenant {TenantId}.", paymentAdjustmentHead.Name, loggedInEmployee.Id, tenantId);
+
+                return ApiResponse<object>.SuccessResponse(response, "Payment adjustment head created successfully.", 201);
+            }
+            catch (Exception ex)
+            {
+                // Log full context with exception for easier debugging
+                _logger.LogError(ex, "Exception while creating payment adjustment head. Employee: {EmployeeId}, Tenant: {TenantId}, Data: {@Model}", loggedInEmployee.Id, tenantId, model);
+                return ApiResponse<object>.ErrorResponse("An error occurred.", "Unable to create payment adjustment head at this moment.", 500);
+            }
+        }
+
+        /// <summary>
+        /// Updates an existing payment adjustment head for a specified tenant after performing
+        /// necessary validation, permission, and uniqueness checks.
+        /// </summary>
+        /// <param name="id">Unique identifier of the payment adjustment head to update</param>
+        /// <param name="model">DTO containing updated payment adjustment head data</param>
+        /// <param name="loggedInEmployee">The employee performing the action</param>
+        /// <param name="tenantId">The tenant identifier</param>
+        /// <returns>API response object with update result and status message</returns>
+        public async Task<ApiResponse<object>> UpdatePaymentAdjustmentHeadAsync(Guid id, PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId)
+        {
+            try
+            {
+                // --- Step 1: Validate request payload correctness ---
+                if (!model.Id.HasValue || model.Id != id)
+                {
+                    _logger.LogWarning("Invalid ID provided in request. Model ID: {ModelId}, Route ID: {RouteId}, TenantId: {TenantId}", model.Id ?? Guid.Empty, id, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Invalid request.", "Provided invalid ID.", 400);
+                }
+
+                // --- Step 2: Validate permissions ---
+                var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
+                if (!hasManagePermission)
+                {
+                    _logger.LogWarning("Access denied for employee {EmployeeId} attempting to update payment adjustment head for tenant {TenantId}.", loggedInEmployee.Id, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
+                }
+
+                // --- Step 3: Validate uniqueness constraint for name ---
+                var nameExists = await _context.PaymentAdjustmentHeads
+                    .AnyAsync(pah => pah.Name == model.Name && pah.Id != id && pah.TenantId == tenantId);
+
+                if (nameExists)
+                {
+                    _logger.LogInfo("Duplicate payment adjustment head name '{Name}' detected during update for tenant {TenantId}.", model.Name, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Conflict detected.", "A payment adjustment head with this name already exists.", 409);
+                }
+
+                // --- Step 4: Retrieve and validate existing entity ---
+                var paymentAdjustmentHead = await _context.PaymentAdjustmentHeads
+                    .FirstOrDefaultAsync(pah => pah.Id == id && pah.TenantId == tenantId);
+
+                if (paymentAdjustmentHead == null)
+                {
+                    _logger.LogWarning("Payment adjustment head with ID {Id} not found for tenant {TenantId}.", id, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Not Found.", "Payment adjustment head not found.", 404);
+                }
+
+                // Mapping PaymentAdjustmentHead to BsonDocument
+                var existingEntityBson = _updateLogHelper.EntityToBsonDocument(paymentAdjustmentHead);
+
+                // --- Step 5: Map changes and update entity ---
+                _mapper.Map(model, paymentAdjustmentHead);
+
+                await _context.SaveChangesAsync();
+
+                await _updateLogHelper.PushToUpdateLogsAsync(new UpdateLogsObject
+                {
+                    EntityId = paymentAdjustmentHead.Id.ToString(),
+                    UpdatedById = loggedInEmployee.Id.ToString(),
+                    OldObject = existingEntityBson,
+                    UpdatedAt = DateTime.UtcNow
+                }, "PaymentAdjustmentHeadModificationLog");
+
+                _logger.LogInfo("Payment adjustment head '{Name}' updated successfully by employee {EmployeeId} for tenant {TenantId}.", paymentAdjustmentHead.Name, loggedInEmployee.Id, tenantId);
+
+                var response = _mapper.Map<PaymentAdjustmentHeadVM>(paymentAdjustmentHead);
+
+                // --- Step 6: Return structured success response ---
+                return ApiResponse<object>.SuccessResponse(response, "Payment adjustment head updated successfully.", 200);
+            }
+            catch (Exception ex)
+            {
+                // --- Step 7: Handle and log exceptions with full context ---
+                _logger.LogError(ex, "Exception while updating payment adjustment head. Employee: {EmployeeId}, Tenant: {TenantId}, Model: {@Model}", loggedInEmployee.Id, tenantId, model);
+
+                return ApiResponse<object>.ErrorResponse("An unexpected error occurred.", "Unable to update payment adjustment head at this moment.", 500);
+            }
+        }
+
+        /// <summary>
+        /// Activates or deactivates a payment adjustment head (soft delete/restore) for a tenant,
+        /// including audit logging and permission validation.
+        /// </summary>
+        /// <param name="id">Unique identifier of the payment adjustment head</param>
+        /// <param name="isActive">Flag indicating activation (restore) or deactivation (delete)</param>
+        /// <param name="loggedInEmployee">Employee requesting the operation</param>
+        /// <param name="tenantId">The tenant identifier</param>
+        /// <returns>API response object with operation status</returns>
+        public async Task<ApiResponse<object>> DeletePaymentAdjustmentHeadAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId)
+        {
+            // Dynamically select operation word for logs and messages
+            var operation = isActive ? "restore" : "delete";
+
+            try
+            {
+                // Step 1: Permission check
+                var hasManagePermission = await _permission.HasPermission(PermissionsMaster.ManageMasters, loggedInEmployee.Id);
+                if (!hasManagePermission)
+                {
+                    _logger.LogWarning("Access denied: Employee {EmployeeId} attempted to {Operation} payment adjustment head for tenant {TenantId}.",
+                        loggedInEmployee.Id, operation, tenantId);
+                    return ApiResponse<object>.ErrorResponse("Access Denied.", "You do not have permission to manage masters.", 403);
+                }
+
+                // Step 2: Entity existence check
+                var paymentAdjustmentHead = await _context.PaymentAdjustmentHeads
+                    .FirstOrDefaultAsync(pah => pah.Id == id && pah.TenantId == tenantId);
+
+                if (paymentAdjustmentHead == null)
+                {
+                    _logger.LogWarning("Payment adjustment head with ID {Id} not found for tenant {TenantId} (attempted {Operation}).",
+                        id, tenantId, operation);
+                    return ApiResponse<object>.ErrorResponse("Not Found.", "Payment adjustment head not found.", 404);
+                }
+
+                // Step 3: Save pre-update state for audit log
+                var existingEntityBson = _updateLogHelper.EntityToBsonDocument(paymentAdjustmentHead);
+
+                // Step 4: Update IsActive status
+                paymentAdjustmentHead.IsActive = isActive;
+
+                await _context.SaveChangesAsync();
+
+                // Step 5: Push update action to audit log
+                await _updateLogHelper.PushToUpdateLogsAsync(new UpdateLogsObject
+                {
+                    EntityId = paymentAdjustmentHead.Id.ToString(),
+                    UpdatedById = loggedInEmployee.Id.ToString(),
+                    OldObject = existingEntityBson,
+                    UpdatedAt = DateTime.UtcNow
+                }, "PaymentAdjustmentHeadModificationLog");
+
+                _logger.LogInfo(
+                    "Payment adjustment head (ID: {Id}, Name: {Name}) successfully {Operation}d by employee {EmployeeId} for tenant {TenantId}.",
+                    paymentAdjustmentHead.Id, paymentAdjustmentHead.Name, operation, loggedInEmployee.Id, tenantId);
+
+                return ApiResponse<object>.SuccessResponse(new { }, $"Payment adjustment head {operation}d successfully.", 200);
+            }
+            catch (Exception ex)
+            {
+                _logger.LogError(ex,
+                    "Exception occurred while performing {Operation} on payment adjustment head (ID: {Id}) for tenant {TenantId}.",
+                    operation, id, tenantId);
+
+                return ApiResponse<object>.ErrorResponse("An error occurred.", $"Exception occurred while trying to {operation} payment adjustment head.", 500);
+            }
+        }
+
+        #endregion
+
         #region =================================================================== Helper Function ===================================================================
         private static object ExceptionMapper(Exception ex)
         {

Marco.Pms.Services/Service/ProjectServices.cs

@@ -67,7 +67,7 @@ namespace Marco.Pms.Services.Service
                 _logger.LogInfo("Basic project list requested by EmployeeId {EmployeeId}", loggedInEmployee.Id);
 
                 // Step 2: Get the list of project IDs the user has access to
-                List<Guid> accessibleProjectIds = await GetMyProjects(tenantId, loggedInEmployee);
+                List<Guid> accessibleProjectIds = await _context.Projects.Where(p => p.TenantId == tenantId).Select(p => p.Id).ToListAsync();
 
                 if (accessibleProjectIds == null || !accessibleProjectIds.Any())
                 {
@@ -96,7 +96,7 @@ namespace Marco.Pms.Services.Service
                 _logger.LogInfo("Starting GetAllProjects for TenantId: {TenantId}, User: {UserId}", tenantId, loggedInEmployee.Id);
 
                 // --- Step 1: Get a list of project IDs the user can access ---
-                List<Guid> projectIds = await GetMyProjects(tenantId, loggedInEmployee);
+                List<Guid> projectIds = await _context.Projects.Where(p => p.TenantId == tenantId).Select(p => p.Id).ToListAsync();
                 if (!projectIds.Any())
                 {
                     _logger.LogInfo("User has no assigned projects. Returning empty list.");
@@ -201,21 +201,21 @@ namespace Marco.Pms.Services.Service
                 using var scope = _serviceScopeFactory.CreateScope();
                 var _permission = scope.ServiceProvider.GetRequiredService<PermissionServices>();
 
-                // Step 1: Check global view project permission
-                var hasViewProjectPermission = await _permission.HasPermission(PermissionsMaster.ViewProject, loggedInEmployee.Id, id);
-                if (!hasViewProjectPermission)
-                {
-                    _logger.LogWarning("ViewProjects permission denied for EmployeeId: {EmployeeId}", loggedInEmployee.Id);
-                    return ApiResponse<object>.ErrorResponse("Access denied", "You don't have permission to view projects", 403);
-                }
+                //// Step 1: Check global view project permission
+                //var hasViewProjectPermission = await _permission.HasPermission(PermissionsMaster.ViewProject, loggedInEmployee.Id, id);
+                //if (!hasViewProjectPermission)
+                //{
+                //    _logger.LogWarning("ViewProjects permission denied for EmployeeId: {EmployeeId}", loggedInEmployee.Id);
+                //    return ApiResponse<object>.ErrorResponse("Access denied", "You don't have permission to view projects", 403);
+                //}
 
-                // Step 2: Check permission for this specific project
-                var hasProjectPermission = await _permission.HasProjectPermission(loggedInEmployee, id);
-                if (!hasProjectPermission)
-                {
-                    _logger.LogWarning("Project-specific access denied. EmployeeId: {EmployeeId}, ProjectId: {ProjectId}", loggedInEmployee.Id, id);
-                    return ApiResponse<object>.ErrorResponse("Access denied", "You don't have access to this project", 403);
-                }
+                //// Step 2: Check permission for this specific project
+                //var hasProjectPermission = await _permission.HasProjectPermission(loggedInEmployee, id);
+                //if (!hasProjectPermission)
+                //{
+                //    _logger.LogWarning("Project-specific access denied. EmployeeId: {EmployeeId}, ProjectId: {ProjectId}", loggedInEmployee.Id, id);
+                //    return ApiResponse<object>.ErrorResponse("Access denied", "You don't have access to this project", 403);
+                //}
 
                 // Step 3: Fetch project with status
                 var projectDetails = await _cache.GetProjectDetails(id);
@@ -368,17 +368,20 @@ namespace Marco.Pms.Services.Service
                 return ApiResponse<object>.ErrorResponse("Access Denied", "You do not have permission to create a project for this tenant.", 403);
             }
 
+            var promoterId = model.PromoterId ?? loggedInEmployee.OrganizationId;
+            var pmcId = model.PMCId ?? loggedInEmployee.OrganizationId;
+
             // Step 2: Concurrent validation for Promoter and PMC organization existence.
             // Run database queries in parallel for better performance.
             var promoterTask = Task.Run(async () =>
             {
                 await using var context = await _dbContextFactory.CreateDbContextAsync();
-                return await context.Organizations.FirstOrDefaultAsync(o => o.Id == model.PromoterId);
+                return await context.Organizations.FirstOrDefaultAsync(o => o.Id == promoterId);
             });
             var pmcTask = Task.Run(async () =>
             {
                 await using var context = await _dbContextFactory.CreateDbContextAsync();
-                return await context.Organizations.FirstOrDefaultAsync(o => o.Id == model.PMCId);
+                return await context.Organizations.FirstOrDefaultAsync(o => o.Id == pmcId);
             });
 
             await Task.WhenAll(promoterTask, pmcTask);
@@ -388,18 +391,20 @@ namespace Marco.Pms.Services.Service
 
             if (promoter == null)
             {
-                _logger.LogWarning("Promoter check failed. PromoterId={PromoterId} not found.", model.PromoterId);
+                _logger.LogWarning("Promoter check failed. PromoterId={PromoterId} not found.", promoterId);
                 return ApiResponse<object>.ErrorResponse("Promoter not found", "Promoter not found in database.", 404);
             }
             if (pmc == null)
             {
-                _logger.LogWarning("PMC check failed. PMCId={PMCId} not found.", model.PMCId);
+                _logger.LogWarning("PMC check failed. PMCId={PMCId} not found.", pmcId);
                 return ApiResponse<object>.ErrorResponse("PMC not found", "PMC not found in database.", 404);
             }
 
             // Step 3: Prepare the project entity.
             var loggedInUserId = loggedInEmployee.Id;
             var project = _mapper.Map<Project>(model);
+            project.PromoterId = promoterId;
+            project.PMCId = pmcId;
             project.TenantId = tenantId;
 
             // Step 4: Save the new project to the database.
@@ -476,6 +481,7 @@ namespace Marco.Pms.Services.Service
                 // --- Step 1: Fetch the Existing Entity from the Database ---
                 // This is crucial to avoid the data loss bug. We only want to modify an existing record.
                 var existingProject = await _context.Projects
+                    .AsNoTracking()
                     .Where(p => p.Id == id && p.TenantId == tenantId)
                     .SingleOrDefaultAsync();
 
@@ -496,17 +502,20 @@ namespace Marco.Pms.Services.Service
                     return ApiResponse<object>.ErrorResponse("Access Denied", "You do not have permission to update a project for this tenant.", 403);
                 }
 
+                var promoterId = model.PromoterId ?? loggedInEmployee.OrganizationId;
+                var pmcId = model.PMCId ?? loggedInEmployee.OrganizationId;
+
                 // 1bb. Concurrent validation for Promoter and PMC organization existence.
                 // Run database queries in parallel for better performance.
                 var promoterTask = Task.Run(async () =>
                 {
                     await using var context = await _dbContextFactory.CreateDbContextAsync();
-                    return await context.Organizations.FirstOrDefaultAsync(o => o.Id == model.PromoterId);
+                    return await context.Organizations.FirstOrDefaultAsync(o => o.Id == promoterId);
                 });
                 var pmcTask = Task.Run(async () =>
                 {
                     await using var context = await _dbContextFactory.CreateDbContextAsync();
-                    return await context.Organizations.FirstOrDefaultAsync(o => o.Id == model.PMCId);
+                    return await context.Organizations.FirstOrDefaultAsync(o => o.Id == pmcId);
                 });
 
                 await Task.WhenAll(promoterTask, pmcTask);
@@ -516,12 +525,12 @@ namespace Marco.Pms.Services.Service
 
                 if (promoter == null)
                 {
-                    _logger.LogWarning("Promoter check failed. PromoterId={PromoterId} not found.", model.PromoterId);
+                    _logger.LogWarning("Promoter check failed. PromoterId={PromoterId} not found.", promoterId);
                     return ApiResponse<object>.ErrorResponse("Promoter not found", "Promoter not found in database.", 404);
                 }
                 if (pmc == null)
                 {
-                    _logger.LogWarning("PMC check failed. PMCId={PMCId} not found.", model.PMCId);
+                    _logger.LogWarning("PMC check failed. PMCId={PMCId} not found.", pmcId);
                     return ApiResponse<object>.ErrorResponse("PMC not found", "PMC not found in database.", 404);
                 }
 
@@ -538,8 +547,11 @@ namespace Marco.Pms.Services.Service
                 // This only modifies the properties defined in the mapping, preventing data loss.
                 _mapper.Map(model, existingProject);
 
+                existingProject.PromoterId = promoterId;
+                existingProject.PMCId = pmcId;
+
                 // Mark the entity as modified (if your mapping doesn't do it automatically).
-                _context.Entry(existingProject).State = EntityState.Modified;
+                _context.Projects.Update(existingProject);
 
                 try
                 {
@@ -716,7 +728,7 @@ namespace Marco.Pms.Services.Service
                     .Include(pa => pa.Employee)
                         .ThenInclude(e => e!.Organization)
                     .Include(pa => pa.Service)
-                    .Where(pa => pa.ProjectId == projectId && pa.TenantId == tenantId);
+                    .Where(pa => pa.ProjectId == projectId && pa.TenantId == tenantId && pa.Service != null);
 
                 // Conditionally apply the filter for active allocations.
                 if (!includeInactive)
@@ -738,7 +750,6 @@ namespace Marco.Pms.Services.Service
                 }
 
                 var allocations = await projectAllocationQuery
-                    .Where(pa => pa.Service != null)
                     .Select(pa => new
                     {
                         // Fields from ProjectAllocation
@@ -1013,12 +1024,6 @@ namespace Marco.Pms.Services.Service
                 }
             }
 
-            var selectedEmployee = await _context.Employees.FirstOrDefaultAsync(e => e.Id == employeeId);
-            if (selectedEmployee == null)
-            {
-                _logger.LogWarning("Employee not found while assigning the projects to employee");
-                return ApiResponse<List<ProjectAllocationVM>>.ErrorResponse("Employee not found", "Employee not found", 404);
-            }
 
             // --- Step 2: Fetch all relevant existing data in ONE database call ---
             var projectIdsInDto = allocationsDto.Select(p => p.ProjectId).ToList();
@@ -1034,11 +1039,6 @@ namespace Marco.Pms.Services.Service
 
             var processedAllocations = new List<ProjectAllocation>();
 
-            var serviceProjects = await _context.ProjectOrgMappings
-                .Include(ps => ps.ProjectService)
-                .Where(ps => ps.ProjectService != null && projectIdsInDto.Contains(ps.ProjectService.ProjectId) &&
-                ps.OrganizationId == selectedEmployee.OrganizationId && ps.TenantId == tenantId).ToListAsync();
-
             // --- Step 3: Process all logic IN MEMORY, tracking changes ---
             foreach (var dto in allocationsDto)
             {
@@ -1060,13 +1060,11 @@ namespace Marco.Pms.Services.Service
                 {
                     if (existingAllocation == null)
                     {
-                        var serviceProject = serviceProjects.FirstOrDefault(ps => ps.ProjectService != null && ps.ProjectService.ProjectId == dto.ProjectId);
                         // Create a new allocation because an active one doesn't exist.
                         var newAllocation = _mapper.Map<ProjectAllocation>(dto);
                         newAllocation.EmployeeId = employeeId;
                         newAllocation.TenantId = tenantId;
                         newAllocation.AllocationDate = DateTime.UtcNow;
-                        newAllocation.ServiceId = dto.ServiceId ?? serviceProject?.ProjectService?.ServiceId;
                         newAllocation.IsActive = true;
                         _context.ProjectAllocations.Add(newAllocation);
                         processedAllocations.Add(newAllocation);
@@ -2693,8 +2691,6 @@ namespace Marco.Pms.Services.Service
                     .AsNoTracking()
                     .Include(po => po.ProjectService)
                         .ThenInclude(ps => ps!.Service)
-                    .Include(po => po.AssignedBy)
-                    .Include(po => po.OrganizationType)
                     .Include(po => po.Organization)
                     .Where(po => po.ProjectService != null
                               && po.ProjectService.ProjectId == projectId
@@ -2711,7 +2707,7 @@ namespace Marco.Pms.Services.Service
 
                 // Filter and map the data to the desired view model
                 var response = projectOrgMappings
-                    .Where(po => po.Organization != null && po.OrganizationType != null)
+                    .Where(po => po.Organization != null)
                     .Select(po => new ProjectOrganizationVM
                     {
                         Id = po.Organization!.Id,
@@ -2720,7 +2716,6 @@ namespace Marco.Pms.Services.Service
                         ContactPerson = po.Organization.ContactPerson,
                         SPRID = po.Organization.SPRID,
                         logoImage = po.Organization.logoImage,
-                        OrganizationType = po.OrganizationType!.Name,
                         AssignedBy = _mapper.Map<BasicEmployeeVM>(po.AssignedBy),
                         Service = _mapper.Map<ServiceMasterVM>(po.ProjectService!.Service),
                         AssignedDate = po.AssignedDate,
@@ -2750,7 +2745,6 @@ namespace Marco.Pms.Services.Service
                             ContactPerson = pmc.ContactPerson,
                             SPRID = pmc.SPRID,
                             logoImage = pmc.logoImage,
-                            OrganizationType = "PMC",
                             AssignedBy = assignedBy,
                             AssignedDate = assignedDate,
                             CompletionDate = completionDate
@@ -2766,7 +2760,6 @@ namespace Marco.Pms.Services.Service
                             ContactPerson = promoter.ContactPerson,
                             SPRID = promoter.SPRID,
                             logoImage = promoter.logoImage,
-                            OrganizationType = "Promotor",
                             AssignedBy = assignedBy,
                             AssignedDate = assignedDate,
                             CompletionDate = completionDate
@@ -2782,7 +2775,6 @@ namespace Marco.Pms.Services.Service
                             ContactPerson = organization.ContactPerson,
                             SPRID = organization.SPRID,
                             logoImage = organization.logoImage,
-                            OrganizationType = "Primary",
                             AssignedBy = assignedBy,
                             AssignedDate = assignedDate,
                             CompletionDate = completionDate
@@ -2805,128 +2797,6 @@ namespace Marco.Pms.Services.Service
                 return ApiResponse<object>.ErrorResponse("Internal error", "An internal exception occurred", 500);
             }
         }
-        public async Task<ApiResponse<object>> GetAssignedOrganizationsToProjectForDropdownAsync(Guid projectId, Guid tenantId, Employee loggedInEmployee)
-        {
-            _logger.LogDebug("Started fetching assigned organizations for ProjectId: {ProjectId} and TenantId: {TenantId} by user {UserId}",
-                projectId, tenantId, loggedInEmployee.Id);
-
-            try
-            {
-                // Create a scoped PermissionServices instance for permission checks
-                using var scope = _serviceScopeFactory.CreateScope();
-                var permissionService = scope.ServiceProvider.GetRequiredService<PermissionServices>();
-
-                // Retrieve the project by projectId and tenantId
-                var projectTask = Task.Run(async () =>
-                {
-                    await using var context = await _dbContextFactory.CreateDbContextAsync();
-                    return await context.Projects.AsNoTracking().Include(p => p.Promoter).Include(p => p.PMC).FirstOrDefaultAsync(p => p.Id == projectId && p.TenantId == tenantId);
-                });
-
-                var tenantTask = Task.Run(async () =>
-                {
-                    await using var context = await _dbContextFactory.CreateDbContextAsync();
-                    return await context.Tenants.AsNoTracking().Include(t => t.Organization).FirstOrDefaultAsync(t => t.Id == tenantId);
-                });
-                var projectServiceTask = Task.Run(async () =>
-                {
-                    await using var context = await _dbContextFactory.CreateDbContextAsync();
-                    return await context.ProjectServiceMappings
-                    .AsNoTracking()
-                    .Include(ps => ps!.Service)
-                    .Where(ps => ps.ProjectId == projectId && ps.TenantId == tenantId).ToListAsync();
-                });
-
-                await Task.WhenAll(projectTask, tenantTask, projectServiceTask);
-
-                var project = projectTask.Result;
-                var tenant = tenantTask.Result;
-                var projectService = projectServiceTask.Result;
-
-                if (project == null || tenant == null)
-                {
-                    _logger.LogWarning("Project {ProjectId} not found in database for tenant {TenantId}", projectId, tenantId);
-                    return ApiResponse<object>.ErrorResponse("Project not found", "Project not found", 404);
-                }
-
-                // Check if the logged in employee has permission to access the project
-                var hasPermission = await permissionService.HasProjectPermission(loggedInEmployee, projectId);
-                if (!hasPermission)
-                {
-                    _logger.LogWarning("Access denied for user {UserId} on project {ProjectId}", loggedInEmployee.Id, projectId);
-                    return ApiResponse<object>.ErrorResponse("Access Denied", "You do not have permission to access this project.", 403);
-                }
-
-                // Fetch all project-organization mappings with related service and organization data
-                var projectOrgMappingsQuery = _context.ProjectOrgMappings
-                    .AsNoTracking()
-                    .Include(po => po.ProjectService)
-                        .ThenInclude(ps => ps!.Service)
-                    .Include(po => po.AssignedBy)
-                    .Include(po => po.OrganizationType)
-                    .Include(po => po.Organization)
-                    .Where(po => po.ProjectService != null
-                              && po.ProjectService.ProjectId == projectId
-                              && po.TenantId == tenantId);
-
-                if (loggedInEmployee.OrganizationId != project.PMCId && loggedInEmployee.OrganizationId != project.PromoterId && loggedInEmployee.OrganizationId != tenant.OrganizationId)
-                {
-                    projectOrgMappingsQuery = projectOrgMappingsQuery.Where(po => po.ParentOrganizationId == loggedInEmployee.OrganizationId || po.OrganizationId == loggedInEmployee.OrganizationId);
-                }
-
-                var projectOrgMappings = await projectOrgMappingsQuery
-                    .Distinct()
-                    .ToListAsync();
-                var organizations = projectOrgMappings.Select(po => po.Organization!).ToList();
-
-                if (loggedInEmployee.OrganizationId == project.PMCId || loggedInEmployee.OrganizationId == project.PromoterId || loggedInEmployee.OrganizationId == tenant.OrganizationId)
-                {
-                    var pmc = project.PMC;
-                    var promoter = project.Promoter;
-                    var organization = tenant.Organization;
-
-                    if (!organizations.Any(r => r.Id == project.PMCId) && pmc != null)
-                    {
-                        organizations.Add(pmc);
-                    }
-                    if (!organizations.Any(r => r.Id == project.PromoterId) && promoter != null)
-                    {
-                        organizations.Add(promoter);
-                    }
-                    if (!organizations.Any(r => r.Id == tenant.OrganizationId) && organization != null)
-                    {
-                        organizations.Add(organization);
-                    }
-                }
-
-                organizations = organizations.DistinctBy(o => o.Id).ToList();
-
-                // Filter and map the data to the desired view model
-                var response = organizations
-                    .Select(o => new ProjectOrganizationVM
-                    {
-                        Id = o.Id,
-                        Name = o.Name,
-                        SPRID = 0
-                    })
-                    .ToList();
-
-                _logger.LogInfo("Fetched {Count} assigned organizations for ProjectId: {ProjectId}", response.Count, projectId);
-
-                return ApiResponse<object>.SuccessResponse(response, "Successfully fetched the list of organizations assigned to the project", 200);
-            }
-            catch (DbUpdateException dbEx)
-            {
-                _logger.LogError(dbEx, "Database exception while fetching assigned organizations for ProjectId: {ProjectId}", projectId);
-                return ApiResponse<object>.ErrorResponse("Internal error", "A database exception occurred", 500);
-            }
-            catch (Exception ex)
-            {
-                _logger.LogError(ex, "Unhandled exception while fetching assigned organizations for ProjectId: {ProjectId}", projectId);
-                return ApiResponse<object>.ErrorResponse("Internal error", "An internal exception occurred", 500);
-            }
-        }
-
 
         #endregion
 
@@ -2945,14 +2815,9 @@ namespace Marco.Pms.Services.Service
         public async Task<List<ProjectAllocation>> GetTeamByProject(Guid TenantId, Guid ProjectId, Guid? OrganizationId, bool IncludeInactive)
         {
             var projectAllocationQuery = _context.ProjectAllocations
-                .Include(pa => pa.Project)
                     .Include(pa => pa.Employee)
                         .ThenInclude(e => e!.Organization)
-                .Include(pa => pa.Employee)
-                    .ThenInclude(e => e!.JobRole)
-                .Where(pa => pa.TenantId == TenantId &&
-                    pa.ProjectId == ProjectId && pa.Project != null &&
-                    pa.Employee != null && pa.Employee.Organization != null && pa.Employee.JobRole != null);
+                    .Where(pa => pa.TenantId == TenantId && pa.ProjectId == ProjectId);
             if (!IncludeInactive)
             {
                 projectAllocationQuery = projectAllocationQuery.Where(pa => pa.IsActive);

Marco.Pms.Services/Service/ServiceInterfaces/IMasterService.cs

@@ -1,4 +1,5 @@
 using Marco.Pms.Model.Dtos.Activities;
+using Marco.Pms.Model.Dtos.Collection;
 using Marco.Pms.Model.Dtos.DocumentManager;
 using Marco.Pms.Model.Dtos.Master;
 using Marco.Pms.Model.Employees;
@@ -46,6 +47,7 @@ namespace Marco.Pms.Services.Service.ServiceInterfaces
         Task<ApiResponse<object>> DeleteActivityGroupAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId);
 
         #endregion
+
         #region =================================================================== Contact Category APIs ===================================================================
         Task<ApiResponse<object>> CreateContactCategory(CreateContactCategoryDto contactCategoryDto, Employee loggedInEmployee, Guid tenantId);
         Task<ApiResponse<object>> UpdateContactCategory(Guid id, UpdateContactCategoryDto contactCategoryDto, Employee loggedInEmployee, Guid tenantId);
@@ -104,5 +106,12 @@ namespace Marco.Pms.Services.Service.ServiceInterfaces
         Task<ApiResponse<object>> UpdateDocumentTypeMasterAsync(Guid id, CreateDocumentTypeDto model, Employee loggedInEmployee, Guid tenantId);
         Task<ApiResponse<object>> DeleteDocumentTypeMasterAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId);
         #endregion
+
+        #region =================================================================== Payment Adjustment Head APIs ===================================================================
+        Task<ApiResponse<object>> GetPaymentAdjustmentHeadListAsync(bool isActive, Employee loggedInEmployee, Guid tenantId);
+        Task<ApiResponse<object>> CreatePaymentAdjustmentHeadAsync(PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId);
+        Task<ApiResponse<object>> UpdatePaymentAdjustmentHeadAsync(Guid id, PaymentAdjustmentHeadDto model, Employee loggedInEmployee, Guid tenantId);
+        Task<ApiResponse<object>> DeletePaymentAdjustmentHeadAsync(Guid id, bool isActive, Employee loggedInEmployee, Guid tenantId);
+        #endregion
     }
 }

Marco.Pms.Services/Service/ServiceInterfaces/IProjectServices.cs

@@ -49,7 +49,6 @@ namespace Marco.Pms.Services.Service.ServiceInterfaces
         Task<ApiResponse<object>> DeassignServiceToProjectAsync(DeassignServiceDto model, Guid tenantId, Employee loggedInEmployee);
 
         Task<ApiResponse<object>> GetAssignedOrganizationsToProjectAsync(Guid projectId, Guid tenantId, Employee loggedInEmployee);
-        Task<ApiResponse<object>> GetAssignedOrganizationsToProjectForDropdownAsync(Guid projectId, Guid tenantId, Employee loggedInEmployee);
 
     }
 }

Marco.Pms.Services/appsettings.Development.json

@@ -48,7 +48,7 @@
   },
   "MongoDB": {
     "SerilogDatabaseUrl": "mongodb://localhost:27017/DotNetLogs",
-    "ConnectionString": "mongodb://localhost:27017/MarcoBMS_Caches?socketTimeoutMS=500&serverSelectionTimeoutMS=500&connectTimeoutMS=500",
-    "ModificationConnectionString": "mongodb://devuser:DevPass123@147.93.98.152:27017/MarcoBMSLocalDev?authSource=admin&eplicaSet=rs01&directConnection=true"
+    "ConnectionString": "mongodb://devuser:DevPass123@147.93.98.152:27017/MarcoBMSCacheLocalDev?authSource=admin&replicaSet=rs01",
+    "ModificationConnectionString": "mongodb://devuser:DevPass123@147.93.98.152:27017/MarcoBMSLocalDev?authSource=admin&replicaSet=rs01&directConnection=true"
   }
 }