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2026-04-23 21:38:24 -04:00
commit 63e12a9636
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+namespace PowderCoating.Application.DTOs.AI;
+
+// ── Shared ────────────────────────────────────────────────────────────────────
+
+/// <summary>Lightweight account summary passed to AI for account matching.</summary>
+public class AccountSummary
+{
+    public int Id { get; set; }
+    public string AccountNumber { get; set; } = string.Empty;
+    public string Name { get; set; } = string.Empty;
+    public string AccountType { get; set; } = string.Empty;   // "Expense", "CostOfGoods", "Asset"
+    public string? AccountSubType { get; set; }
+}
+
+// ── Feature 1: Receipt / Bill Scanning ───────────────────────────────────────
+
+public class ScannedLineItem
+{
+    public string Description { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int? SuggestedAccountId { get; set; }
+    public string? SuggestedAccountName { get; set; }
+}
+
+public class ReceiptScanResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+
+    public string? VendorName { get; set; }
+    public string? Date { get; set; }           // ISO 8601 date string
+    public decimal? Total { get; set; }
+    public string? InvoiceNumber { get; set; }
+    public List<ScannedLineItem> LineItems { get; set; } = new();
+}
+
+/// <summary>Internal JSON schema that Claude returns for receipt scans.</summary>
+public class ClaudeReceiptResponse
+{
+    public string? VendorName { get; set; }
+    public string? Date { get; set; }
+    public decimal? Total { get; set; }
+    public string? InvoiceNumber { get; set; }
+    public List<ClaudeReceiptLineItem> LineItems { get; set; } = new();
+}
+
+public class ClaudeReceiptLineItem
+{
+    public string Description { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int? SuggestedAccountId { get; set; }
+    public string? SuggestedAccountName { get; set; }
+}
+
+// ── Feature 2: AR Follow-up Email Drafts ─────────────────────────────────────
+
+public class OverdueInvoice
+{
+    public string InvoiceNumber { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int DaysOverdue { get; set; }
+}
+
+public class ArFollowUpRequest
+{
+    public string CustomerName { get; set; } = string.Empty;
+    public string CompanyName { get; set; } = string.Empty;
+    public decimal AmountOwed { get; set; }
+    public int DaysOverdue { get; set; }
+    public List<OverdueInvoice> Invoices { get; set; } = new();
+}
+
+public class ArFollowUpResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+
+    public string Subject { get; set; } = string.Empty;
+    public string Body { get; set; } = string.Empty;
+}
+
+/// <summary>Internal JSON schema that Claude returns for AR email drafts.</summary>
+public class ClaudeArEmailResponse
+{
+    public string Subject { get; set; } = string.Empty;
+    public string Body { get; set; } = string.Empty;
+}
+
+// ── Feature 3: Smart Account Categorization ──────────────────────────────────
+
+public class AccountSuggestionRequest
+{
+    public string? VendorName { get; set; }
+    public string? Description { get; set; }
+    public decimal Amount { get; set; }
+    public List<AccountSummary> AvailableAccounts { get; set; } = new();
+}
+
+public class AccountSuggestion
+{
+    public int AccountId { get; set; }
+    public string AccountName { get; set; } = string.Empty;
+    public double Confidence { get; set; }
+    public string? Reasoning { get; set; }
+}
+
+public class AccountSuggestionResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+
+    public int? SuggestedAccountId { get; set; }
+    public string? SuggestedAccountName { get; set; }
+    public string? Reasoning { get; set; }
+    public List<AccountSuggestion> Alternatives { get; set; } = new();
+}
+
+/// <summary>Internal JSON schema that Claude returns for account suggestions.</summary>
+public class ClaudeAccountSuggestionResponse
+{
+    public int? SuggestedAccountId { get; set; }
+    public string? SuggestedAccountName { get; set; }
+    public string? Reasoning { get; set; }
+    public List<ClaudeAccountAlternative> Alternatives { get; set; } = new();
+}
+
+public class ClaudeAccountAlternative
+{
+    public int AccountId { get; set; }
+    public string AccountName { get; set; } = string.Empty;
+    public double Confidence { get; set; }
+    public string? Reasoning { get; set; }
+}
+
+// ── Feature 4: Plain-English Financial Summary ────────────────────────────────
+
+public class ExpenseByCategory
+{
+    public string Category { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+}
+
+public class FinancialSummaryRequest
+{
+    public string CompanyName { get; set; } = string.Empty;
+    public string Period { get; set; } = string.Empty;          // e.g. "Last 6 months"
+    public decimal TotalRevenue { get; set; }
+    public decimal TotalExpenses { get; set; }
+    public decimal NetIncome { get; set; }
+    public decimal PriorMonthRevenue { get; set; }
+    public decimal PriorMonthExpenses { get; set; }
+    public decimal TotalArOutstanding { get; set; }
+    public decimal ArOverdue30Days { get; set; }
+    public int OverdueInvoiceCount { get; set; }
+    public List<ExpenseByCategory> ExpensesByCategory { get; set; } = new();
+}
+
+public class FinancialSummaryResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+
+    /// <summary>Markdown bullet lines (plain English, no jargon).</summary>
+    public List<string> Bullets { get; set; } = new();
+
+    /// <summary>"positive", "neutral", or "concerning".</summary>
+    public string Sentiment { get; set; } = "neutral";
+}
+
+/// <summary>Internal JSON schema that Claude returns for financial summaries.</summary>
+public class ClaudeFinancialSummaryResponse
+{
+    public List<string> Bullets { get; set; } = new();
+    public string Sentiment { get; set; } = "neutral";
+}
+
+// ── Feature 5: Cash Flow Forecast ─────────────────────────────────────────────
+
+public class CashFlowArItem
+{
+    public string CustomerName { get; set; } = string.Empty;
+    public string InvoiceNumber { get; set; } = string.Empty;
+    public decimal BalanceDue { get; set; }
+    public string? DueDateIso { get; set; }
+    public int DaysOverdue { get; set; }
+    public int AvgDaysToPay { get; set; }
+}
+
+public class CashFlowApItem
+{
+    public string VendorName { get; set; } = string.Empty;
+    public string BillNumber { get; set; } = string.Empty;
+    public decimal BalanceDue { get; set; }
+    public string? DueDateIso { get; set; }
+}
+
+public class CashFlowJobItem
+{
+    public string JobNumber { get; set; } = string.Empty;
+    public string CustomerName { get; set; } = string.Empty;
+    public string Status { get; set; } = string.Empty;
+    public decimal EstimatedValue { get; set; }
+}
+
+public class CashFlowForecastRequest
+{
+    public string CompanyName { get; set; } = string.Empty;
+    public string AsOfDate { get; set; } = string.Empty;
+    public List<CashFlowArItem> OpenInvoices { get; set; } = new();
+    public List<CashFlowApItem> OpenBills { get; set; } = new();
+    public List<CashFlowJobItem> ActiveJobs { get; set; } = new();
+}
+
+public class CashFlowPeriod
+{
+    public decimal ExpectedInflows { get; set; }
+    public decimal ExpectedOutflows { get; set; }
+    public decimal NetCashFlow { get; set; }
+    public List<string> KeyItems { get; set; } = new();
+}
+
+public class CashFlowForecastResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+    public CashFlowPeriod Next30Days { get; set; } = new();
+    public CashFlowPeriod Next60Days { get; set; } = new();
+    public CashFlowPeriod Next90Days { get; set; } = new();
+    public List<string> Insights { get; set; } = new();
+    /// <summary>"strong", "moderate", "tight", or "concerning"</summary>
+    public string Outlook { get; set; } = "moderate";
+}
+
+/// <summary>Internal JSON schema that Claude returns for cash flow forecasts.</summary>
+public class ClaudeCashFlowResponse
+{
+    public ClaudeCashFlowPeriod Next30Days { get; set; } = new();
+    public ClaudeCashFlowPeriod Next60Days { get; set; } = new();
+    public ClaudeCashFlowPeriod Next90Days { get; set; } = new();
+    public List<string> Insights { get; set; } = new();
+    public string Outlook { get; set; } = "moderate";
+}
+
+public class ClaudeCashFlowPeriod
+{
+    public decimal ExpectedInflows { get; set; }
+    public decimal ExpectedOutflows { get; set; }
+    public decimal NetCashFlow { get; set; }
+    public List<string> KeyItems { get; set; } = new();
+}
+
+// ── Feature 6: Anomaly / Duplicate Detection ──────────────────────────────────
+
+public class AnomalyBillSummary
+{
+    public int Id { get; set; }
+    public string BillNumber { get; set; } = string.Empty;
+    public string VendorName { get; set; } = string.Empty;
+    public decimal Total { get; set; }
+    public string BillDateIso { get; set; } = string.Empty;
+    public string? VendorInvoiceNumber { get; set; }
+}
+
+public class AnomalyVendorHistory
+{
+    public string VendorName { get; set; } = string.Empty;
+    public decimal AverageInvoiceAmount { get; set; }
+    public decimal AverageMonthlySpend { get; set; }
+    public int InvoiceCount { get; set; }
+}
+
+public class AnomalyAccountTrend
+{
+    public string AccountName { get; set; } = string.Empty;
+    public decimal ThisMonthAmount { get; set; }
+    public decimal LastMonthAmount { get; set; }
+    public decimal AverageMonthlyAmount { get; set; }
+}
+
+public class AnomalyDetectionRequest
+{
+    public string CompanyName { get; set; } = string.Empty;
+    public List<AnomalyBillSummary> RecentBills { get; set; } = new();
+    public List<AnomalyVendorHistory> VendorHistory { get; set; } = new();
+    public List<AnomalyAccountTrend> AccountTrends { get; set; } = new();
+}
+
+public class AnomalyFlag
+{
+    /// <summary>"duplicate", "amount_spike", "unusual_vendor", "account_overrun"</summary>
+    public string Type { get; set; } = string.Empty;
+    /// <summary>"critical", "warning", "info"</summary>
+    public string Severity { get; set; } = "warning";
+    public string Title { get; set; } = string.Empty;
+    public string Description { get; set; } = string.Empty;
+    public string? RecommendedAction { get; set; }
+    public string? BillNumber { get; set; }
+}
+
+public class AnomalyDetectionResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+    public List<AnomalyFlag> Flags { get; set; } = new();
+    public int CriticalCount { get; set; }
+    public int WarningCount { get; set; }
+    public int InfoCount { get; set; }
+}
+
+/// <summary>Internal JSON schema that Claude returns for anomaly detection.</summary>
+public class ClaudeAnomalyResponse
+{
+    public List<ClaudeAnomalyFlag> Flags { get; set; } = new();
+}
+
+public class ClaudeAnomalyFlag
+{
+    public string Type { get; set; } = string.Empty;
+    public string Severity { get; set; } = "warning";
+    public string Title { get; set; } = string.Empty;
+    public string Description { get; set; } = string.Empty;
+    public string? RecommendedAction { get; set; }
+    public string? BillNumber { get; set; }
+}