feat: اصلاح سند payment corrections + audit-log & daily P&L views
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Backend:
- POST /orders/{id}/payments/corrections (Manager/Owner): void wrong
  payments (marked Refunded, never deleted) and/or record replacements
  atomically; mandatory reason; requires an open register shift; full
  before/after written to the immutable audit trail.
- GET /orders/closed?date= — closed orders of one Iran-calendar day,
  paged, the browsing surface for corrections.
- CalculateExpectedCash now subtracts cash refunds so corrections keep
  the drawer expectation honest.

Dashboard (reports screen now has three tabs):
- عملکرد و سود: existing KPIs/charts + new day-by-day breakdown table
  (orders, revenue, expenses, net profit per Jalali day).
- اصلاح سند: closed-orders browser with payment chips + correction
  dialog (void checkboxes, replacement rows, live balance, reason).
- گزارش عملیات: filterable audit-log viewer (category, Jalali range,
  branch) with expandable structured details.

fa/en/ar translations included. 86 backend tests pass; dashboard tsc clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
soroush.asadi
2026-06-12 01:24:19 +03:30
parent 2a4cf1d20b
commit c47922414a
11 changed files with 1367 additions and 14 deletions
+87 -1
View File
@@ -20,6 +20,7 @@ public class OrdersController : CafeApiControllerBase
private readonly IValidator<RecordPaymentsRequest> _paymentsValidator;
private readonly IValidator<AppendOrderItemsRequest> _appendValidator;
private readonly IValidator<UpdateOrderSessionRequest> _sessionValidator;
private readonly IValidator<CorrectPaymentsRequest> _correctionValidator;
public OrdersController(
IOrderService orderService,
@@ -28,7 +29,8 @@ public class OrdersController : CafeApiControllerBase
IValidator<UpdateOrderStatusRequest> statusValidator,
IValidator<RecordPaymentsRequest> paymentsValidator,
IValidator<AppendOrderItemsRequest> appendValidator,
IValidator<UpdateOrderSessionRequest> sessionValidator)
IValidator<UpdateOrderSessionRequest> sessionValidator,
IValidator<CorrectPaymentsRequest> correctionValidator)
{
_orderService = orderService;
_audit = audit;
@@ -37,6 +39,7 @@ public class OrdersController : CafeApiControllerBase
_paymentsValidator = paymentsValidator;
_appendValidator = appendValidator;
_sessionValidator = sessionValidator;
_correctionValidator = correctionValidator;
}
[HttpGet]
@@ -63,6 +66,35 @@ public class OrdersController : CafeApiControllerBase
return Ok(new ApiResponse<IReadOnlyList<OrderDto>>(true, data));
}
/// <summary>Closed orders (delivered/cancelled) of one Iran-calendar day — the
/// browsing surface for اصلاح سند payment corrections.</summary>
[HttpGet("closed")]
public async Task<IActionResult> GetClosedOrders(
string cafeId,
ITenantContext tenant,
CancellationToken cancellationToken,
[FromQuery] string? date = null,
[FromQuery] string? branchId = null,
[FromQuery] int page = 1,
[FromQuery] int pageSize = 30)
{
if (EnsureCafeAccess(cafeId, tenant) is { } denied) return denied;
if (EnsureBranchAccess(branchId, tenant) is { } branchDenied) return branchDenied;
DateOnly day;
if (string.IsNullOrWhiteSpace(date)) day = IranCalendar.TodayInIran;
else if (!DateOnly.TryParse(date, out day))
return BadRequest(new ApiResponse<object>(
false, null, new ApiError("VALIDATION_ERROR", "Invalid date (expected YYYY-MM-DD).", "date")));
if (page < 1) page = 1;
if (pageSize is < 1 or > 100) pageSize = 30;
var (items, total) = await _orderService.GetClosedOrdersAsync(
cafeId, day, branchId, page, pageSize, cancellationToken);
return Ok(new PagedApiResponse<OrderDto>(true, items, new PagedMeta(total, page, pageSize)));
}
[HttpGet("live")]
public async Task<IActionResult> GetLiveOrders(string cafeId, ITenantContext tenant, CancellationToken cancellationToken)
{
@@ -273,6 +305,56 @@ public class OrdersController : CafeApiControllerBase
return Ok(new ApiResponse<IReadOnlyList<PaymentDto>>(true, result.Data));
}
/// <summary>
/// اصلاح سند — void wrongly-recorded payments and/or record replacements on a
/// closed order, atomically, with a mandatory reason. Manager/Owner only;
/// the full before/after is written to the immutable audit trail.
/// </summary>
[HttpPost("{id}/payments/corrections")]
public async Task<IActionResult> CorrectPayments(
string cafeId,
string id,
[FromBody] CorrectPaymentsRequest request,
ITenantContext tenant,
CancellationToken cancellationToken)
{
if (EnsureCafeAccess(cafeId, tenant) is { } denied) return denied;
if (EnsureManager(tenant) is { } forbidden) return forbidden;
var validation = await _correctionValidator.ValidateAsync(request, cancellationToken);
if (!validation.IsValid) return BadRequest(ValidationError(validation));
// Snapshot the payments before the change so the audit row carries a
// complete before/after picture even after later corrections.
var before = await _orderService.GetOrderAsync(cafeId, id, cancellationToken);
var result = await _orderService.CorrectPaymentsAsync(
cafeId, id, request, tenant.UserId, cancellationToken);
if (!result.Success) return OrderError(result.ErrorCode!, result.Field);
await _audit.LogAsync(new AuditEntry
{
Category = "Payment",
Action = "PaymentCorrected",
EntityType = "Order",
EntityId = id,
Summary = $"اصلاح سند: voided {request.VoidPaymentIds.Count} payment(s), " +
$"recorded {request.Replacements.Count} replacement(s) — {request.Reason}",
Details = new
{
orderId = id,
displayNumber = result.Data!.DisplayNumber,
reason = request.Reason,
voidedPaymentIds = request.VoidPaymentIds,
paymentsBefore = before?.Payments.Select(p => new { p.Id, p.Method, p.Amount, p.Status }),
paymentsAfter = result.Data.Payments.Select(p => new { p.Id, p.Method, p.Amount, p.Status }),
paidAmountAfter = result.Data.PaidAmount,
orderTotal = result.Data.Total
}
}, cancellationToken);
return Ok(new ApiResponse<OrderDto>(true, result.Data));
}
private IActionResult OrderError(string code, string? field = null) =>
code switch
{
@@ -300,6 +382,10 @@ public class OrdersController : CafeApiControllerBase
false, null, new ApiError(code, "Table is being cleaned.", field))),
"NO_OPEN_SHIFT" => BadRequest(new ApiResponse<object>(
false, null, new ApiError(code, "Open the cash register shift before taking payment.", field))),
"PAYMENT_NOT_FOUND" => NotFound(new ApiResponse<object>(
false, null, new ApiError(code, "Payment not found on this order.", field))),
"PAYMENT_ALREADY_REFUNDED" => BadRequest(new ApiResponse<object>(
false, null, new ApiError(code, "Payment is already refunded.", field))),
_ => BadRequest(new ApiResponse<object>(
false, null, new ApiError(code, "Invalid order request.", field)))
};
+11
View File
@@ -70,6 +70,17 @@ public record RecordPaymentsRequest(
IReadOnlyList<CreatePaymentRequest> Payments,
int? LoyaltyPointsToRedeem = null);
/// <summary>
/// اصلاح سند — amend the payments of an order after the fact (wrong method,
/// wrong amount, or payment recorded on the wrong order). Voids the listed
/// payments (marked Refunded, never deleted) and records the replacements in
/// one atomic operation. A reason is mandatory; the whole change is audit-logged.
/// </summary>
public record CorrectPaymentsRequest(
IReadOnlyList<string> VoidPaymentIds,
IReadOnlyList<CreatePaymentRequest> Replacements,
string Reason);
public record PaymentDto(string Id, PaymentMethod Method, decimal Amount, PaymentStatus Status, string? Reference);
public record LiveOrderDto(
+124
View File
@@ -67,6 +67,19 @@ public interface IOrderService
RecordPaymentsRequest request,
string? userId,
CancellationToken cancellationToken = default);
Task<(IReadOnlyList<OrderDto> Items, int Total)> GetClosedOrdersAsync(
string cafeId,
DateOnly date,
string? branchId,
int page,
int pageSize,
CancellationToken cancellationToken = default);
Task<OrderServiceResult<OrderDto>> CorrectPaymentsAsync(
string cafeId,
string orderId,
CorrectPaymentsRequest request,
string? userId,
CancellationToken cancellationToken = default);
}
public class OrderService : IOrderService
@@ -1119,6 +1132,117 @@ public class OrderService : IOrderService
return new OrderServiceResult<IReadOnlyList<PaymentDto>>(true, dtos);
}
public async Task<(IReadOnlyList<OrderDto> Items, int Total)> GetClosedOrdersAsync(
string cafeId,
DateOnly date,
string? branchId,
int page,
int pageSize,
CancellationToken cancellationToken = default)
{
var (utcStart, utcEnd) = IranCalendar.GetUtcRangeForIranDay(date);
var query = _db.Orders
.Where(o => o.CafeId == cafeId
&& (o.Status == OrderStatus.Delivered || o.Status == OrderStatus.Cancelled)
&& o.CreatedAt >= utcStart
&& o.CreatedAt < utcEnd);
if (!string.IsNullOrEmpty(branchId))
query = query.Where(o => o.BranchId == branchId);
var total = await query.CountAsync(cancellationToken);
var orders = await ApplyOrderIncludes(query)
.OrderByDescending(o => o.CreatedAt)
.Skip((page - 1) * pageSize)
.Take(pageSize)
.AsNoTracking()
.ToListAsync(cancellationToken);
return (orders.Select(MapOrder).ToList(), total);
}
public async Task<OrderServiceResult<OrderDto>> CorrectPaymentsAsync(
string cafeId,
string orderId,
CorrectPaymentsRequest request,
string? userId,
CancellationToken cancellationToken = default)
{
var order = await LoadOrderAsync(cafeId, orderId, cancellationToken);
if (order is null)
return new OrderServiceResult<OrderDto>(false, null, "ORDER_NOT_FOUND");
// Resolve the payments being voided — they must belong to this order and
// still be live. Payments are never deleted; voiding marks them Refunded
// so the original سند stays visible in history and audit.
var toVoid = new List<Payment>();
foreach (var paymentId in request.VoidPaymentIds.Distinct())
{
var payment = order.Payments.FirstOrDefault(p => p.Id == paymentId);
if (payment is null)
return new OrderServiceResult<OrderDto>(false, null, "PAYMENT_NOT_FOUND", "voidPaymentIds");
if (payment.Status != PaymentStatus.Completed)
return new OrderServiceResult<OrderDto>(false, null, "PAYMENT_ALREADY_REFUNDED", "voidPaymentIds");
toVoid.Add(payment);
}
var branchId = await ResolveOrderBranchIdAsync(order, cafeId, cancellationToken);
if (string.IsNullOrEmpty(branchId))
return new OrderServiceResult<OrderDto>(false, null, "NO_OPEN_SHIFT", "branchId");
// Corrections move money through the drawer, so they need an open shift
// exactly like recording a payment does.
var shiftCheck = await _shiftService.RequireOpenShiftForBranchAsync(cafeId, branchId, cancellationToken);
if (!shiftCheck.Success)
return new OrderServiceResult<OrderDto>(false, null, shiftCheck.ErrorCode, shiftCheck.Field);
var openShift = shiftCheck.Data!;
foreach (var payment in toVoid)
payment.Status = PaymentStatus.Refunded;
var replacements = request.Replacements.Select(p => new Payment
{
OrderId = orderId,
Method = p.Method,
Amount = p.Amount,
Reference = p.Reference,
Status = PaymentStatus.Completed
}).ToList();
_db.Payments.AddRange(replacements);
// Fully paid again after the correction → ensure the order is closed;
// underpaid → leave the status alone (the remainder can be collected
// through the normal payment flow later). EF navigation fixup may have
// already appended the replacements to order.Payments, so exclude them
// by reference to avoid double-counting.
var paidTotal = order.Payments
.Where(p => p.Status == PaymentStatus.Completed && !replacements.Contains(p))
.Sum(p => p.Amount)
+ replacements.Sum(p => p.Amount);
if (paidTotal >= order.Total && OpenForPaymentStatuses.Contains(order.Status))
order.Status = OrderStatus.Delivered;
await _db.SaveChangesAsync(cancellationToken);
var createdBy = userId ?? openShift.OpenedByUserId;
foreach (var payment in toVoid)
{
await _shiftService.RecordTransactionAsync(
cafeId, openShift.Id, CashTransactionType.Refund, payment.Method,
payment.Amount, createdBy, orderId, request.Reason, cancellationToken);
}
foreach (var payment in replacements)
{
await _shiftService.RecordTransactionAsync(
cafeId, openShift.Id, CashTransactionType.OrderPayment, payment.Method,
payment.Amount, createdBy, orderId, request.Reason, cancellationToken);
}
return new OrderServiceResult<OrderDto>(true, MapOrder(order));
}
private static IQueryable<Order> ApplyOrderIncludes(IQueryable<Order> query) =>
query
.Include(o => o.Items)
+6 -1
View File
@@ -228,11 +228,16 @@ public class ShiftService : IShiftService
.Where(t => t.Type == CashTransactionType.OrderPayment && t.Method == PaymentMethod.Cash)
.Sum(t => t.Amount);
// Payment corrections (اصلاح سند) refund cash back out of the drawer.
var cashRefunds = transactions
.Where(t => t.Type == CashTransactionType.Refund && t.Method == PaymentMethod.Cash)
.Sum(t => t.Amount);
var withdrawals = transactions
.Where(t => t.Type == CashTransactionType.Withdrawal)
.Sum(t => t.Amount);
return openingCash + cashPayments - withdrawals;
return openingCash + cashPayments - cashRefunds - withdrawals;
}
private static ShiftDto ToDto(Shift s) => new(
+16
View File
@@ -139,6 +139,22 @@ public class RecordPaymentsRequestValidator : AbstractValidator<RecordPaymentsRe
}
}
public class CorrectPaymentsRequestValidator : AbstractValidator<CorrectPaymentsRequest>
{
public CorrectPaymentsRequestValidator()
{
RuleFor(x => x.Reason).NotEmpty().MinimumLength(3).MaximumLength(500);
RuleFor(x => x)
.Must(x => (x.VoidPaymentIds?.Count ?? 0) > 0 || (x.Replacements?.Count ?? 0) > 0)
.WithMessage("At least one payment to void or one replacement is required.");
RuleForEach(x => x.Replacements).ChildRules(p =>
{
p.RuleFor(x => x.Method).IsInEnum();
p.RuleFor(x => x.Amount).GreaterThan(0);
});
}
}
public class AppendOrderItemsRequestValidator : AbstractValidator<AppendOrderItemsRequest>
{
public AppendOrderItemsRequestValidator()