Add 4 AI bookkeeping features
Feature 7: Bank Rec Auto-Match — AiSuggestMatches endpoint scores uncleared transactions vs statement ending balance; AI Auto-Match panel in Reconcile.cshtml with confidence highlights and Apply All button. Feature 8: Late Payment Prediction — PredictLatePayments endpoint scores open AR customers by risk (high/medium/low) using historical avg-days-to-pay + late rate; rendered as badge table in AR Aging view via ar-aging-ai.js. Feature 9: Natural Language Financial Queries — FinancialQuery GET page + RunFinancialQuery POST; 12-month context snapshot pre-loaded; answers grounded in real data with supporting facts, follow-up suggestions, session history, and example chips. Feature 10: Recurring Bill Detection — RunRecurringDetection scans 12 months of bills for vendor payment patterns (monthly/quarterly/annual); card grid view in Bills/RecurringDetection.cshtml with confidence badges, next-expected-date, and suggested actions. Supporting: 4 new DTO groups in AccountingAiDtos.cs, 4 method signatures in IAccountingAiService.cs, 4 implementations in AccountingAiService.cs, 4 new AiFeatures constants, 2 new Landing page AI report cards. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -2,6 +2,7 @@ using Microsoft.AspNetCore.Authorization;
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using Microsoft.AspNetCore.Mvc;
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using Microsoft.AspNetCore.Mvc.Rendering;
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using Microsoft.EntityFrameworkCore;
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using PowderCoating.Application.DTOs.AI;
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using PowderCoating.Application.Interfaces;
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using PowderCoating.Core.Entities;
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using PowderCoating.Core.Enums;
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@@ -15,13 +16,19 @@ public class BankReconciliationsController : Controller
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{
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private readonly IUnitOfWork _unitOfWork;
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private readonly ITenantContext _tenantContext;
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private readonly IAccountingAiService _accountingAi;
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private readonly IAiUsageLogger _usageLogger;
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public BankReconciliationsController(
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IUnitOfWork unitOfWork,
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ITenantContext tenantContext)
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ITenantContext tenantContext,
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IAccountingAiService accountingAi,
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IAiUsageLogger usageLogger)
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{
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_unitOfWork = unitOfWork;
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_tenantContext = tenantContext;
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_accountingAi = accountingAi;
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_usageLogger = usageLogger;
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}
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private bool AllowAccounting() =>
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@@ -269,6 +276,91 @@ public class BankReconciliationsController : Controller
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return View(recon);
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}
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// ── AI Auto-Match (AJAX) ──────────────────────────────────────────────────
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/// <summary>
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/// AJAX endpoint. Passes uncleared bank rec items to Claude and returns suggested items
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/// to mark as cleared. The controller assembles all three transaction types (deposits,
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/// bill payments, expenses) for the reconciliation's account, then delegates scoring to
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/// <see cref="IAccountingAiService.AutoMatchReconciliationAsync"/>. The caller applies
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/// suggestions client-side by auto-checking the corresponding table rows.
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/// </summary>
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[HttpPost]
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[Authorize(Policy = AppConstants.Policies.CanManageJobs)]
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[ValidateAntiForgeryToken]
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public async Task<IActionResult> AiSuggestMatches(int reconId)
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{
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if (!AllowAccounting()) return Forbid();
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var recon = (await _unitOfWork.BankReconciliations.FindAsync(
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br => br.Id == reconId, false, br => br.Account))
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.FirstOrDefault();
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if (recon == null) return NotFound();
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var accountId = recon.AccountId;
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var statementDate = recon.StatementDate;
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var items = new List<BankRecMatchItem>();
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(await _unitOfWork.Payments.FindAsync(
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p => p.DepositAccountId == accountId && p.PaymentDate <= statementDate && !p.IsCleared))
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.ToList()
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.ForEach(p => items.Add(new BankRecMatchItem
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{
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EntityType = "Payment",
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EntityId = p.Id,
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Date = p.PaymentDate.ToString("yyyy-MM-dd"),
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Reference = p.Reference ?? $"PMT-{p.Id}",
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Description = $"Payment #{p.InvoiceId}",
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Amount = p.Amount,
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Direction = "deposit"
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}));
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(await _unitOfWork.BillPayments.FindAsync(
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bp => bp.BankAccountId == accountId && bp.PaymentDate <= statementDate && !bp.IsCleared))
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.ToList()
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.ForEach(bp => items.Add(new BankRecMatchItem
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{
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EntityType = "BillPayment",
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EntityId = bp.Id,
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Date = bp.PaymentDate.ToString("yyyy-MM-dd"),
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Reference = bp.PaymentNumber,
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Description = bp.Memo ?? bp.BillId.ToString(),
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Amount = bp.Amount,
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Direction = "payment"
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}));
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(await _unitOfWork.Expenses.FindAsync(
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e => e.PaymentAccountId == accountId && e.Date <= statementDate && !e.IsCleared))
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.ToList()
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.ForEach(e => items.Add(new BankRecMatchItem
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{
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EntityType = "Expense",
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EntityId = e.Id,
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Date = e.Date.ToString("yyyy-MM-dd"),
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Reference = e.ExpenseNumber,
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Description = e.Memo ?? string.Empty,
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Amount = e.Amount,
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Direction = "payment"
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}));
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if (!items.Any())
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return Json(new { success = false, errorMessage = "No uncleared transactions to analyze." });
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var request = new AutoMatchRequest
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{
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UnclearedItems = items,
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BeginningBalance = recon.BeginningBalance,
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StatementEndingBalance = recon.EndingBalance
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};
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var result = await _accountingAi.AutoMatchReconciliationAsync(request);
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var userId = User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "";
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await _usageLogger.LogAsync(recon.CompanyId, userId, AppConstants.AiFeatures.BankRecAutoMatch, result.Success);
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return Json(result);
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}
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// ── Helpers ──────────────────────────────────────────────────────────────
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private async Task PopulateAccountDropdownAsync()
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@@ -1136,6 +1136,68 @@ public class BillsController : Controller
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return Json(result);
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}
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// ── AI: Recurring Bill Detection ──────────────────────────────────────────
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/// <summary>
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/// GET page — displays the recurring bill detection tool. No data is pre-fetched here;
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/// the user triggers the scan by clicking a button which calls <see cref="RunRecurringDetection"/>.
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/// </summary>
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public IActionResult RecurringDetection() => View();
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/// <summary>
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/// AJAX POST — loads up to 12 months of bill history for the company and passes it to
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/// Claude for recurring pattern analysis. Only posted bills (Draft/Open/Partial/Paid) are
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/// included; Voided bills are excluded so cancelled payments do not distort the pattern.
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/// Results are returned as JSON for client-side rendering in the view.
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/// </summary>
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[HttpPost]
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[EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
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[ValidateAntiForgeryToken]
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public async Task<IActionResult> RunRecurringDetection()
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{
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try
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{
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var companyId = int.TryParse(User.FindFirst("CompanyId")?.Value, out var cid) ? cid : 0;
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var cutoff = DateTime.Today.AddMonths(-12);
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var bills = (await _unitOfWork.Bills.GetAllAsync(false, b => b.Vendor))
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.Where(b => b.Status != BillStatus.Voided && b.BillDate >= cutoff)
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.ToList();
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if (!bills.Any())
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return Json(new RecurringBillDetectionResult
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{
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Success = true,
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Insights = new List<string> { "No bill history found in the last 12 months." }
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});
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var companyName = (await _unitOfWork.Companies.GetByIdAsync(companyId))?.CompanyName ?? "Your Company";
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var request = new RecurringBillDetectionRequest
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{
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CompanyName = companyName,
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Bills = bills.Select(b => new RecurringBillHistoryItem
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{
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VendorName = b.Vendor?.CompanyName ?? $"Vendor #{b.VendorId}",
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BillNumber = b.BillNumber,
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Amount = b.Total,
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DateIso = b.BillDate.ToString("yyyy-MM-dd"),
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Memo = b.Memo
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}).ToList()
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};
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var result = await _accountingAi.DetectRecurringBillsAsync(request);
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var userId = User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "";
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await _usageLogger.LogAsync(companyId, userId, AppConstants.AiFeatures.RecurringBillDetection, result.Success);
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return Json(result);
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}
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catch (Exception ex)
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{
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_logger.LogError(ex, "Error running recurring bill detection");
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return Json(new RecurringBillDetectionResult { Success = false, ErrorMessage = "An error occurred while analyzing bill patterns." });
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}
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}
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// ── Receipt File Helpers ──────────────────────────────────────────────────
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/// <summary>
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@@ -2118,6 +2118,195 @@ public class ReportsController : Controller
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}
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}
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// ── AI: Late Payment Prediction ───────────────────────────────────────────
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/// <summary>
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/// AJAX POST — loads all open AR invoices with customer payment history, then asks Claude
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/// to score each customer's payment risk. Avg days to pay and late rate are pre-computed
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/// from the full invoice history rather than open invoices only, so customers with only
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/// one open invoice still get meaningful risk scoring based on prior behavior.
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/// Gated behind <see cref="AllowAccounting"/>.
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/// </summary>
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[HttpPost]
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[EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
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public async Task<IActionResult> PredictLatePayments()
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{
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if (!AllowAccounting()) return Json(new { success = false, error = "Accounting module is not enabled." });
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try
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{
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var companyName = await GetCompanyNameAsync();
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var today = DateTime.Today;
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var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
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var activeInvoices = allInvoices.Where(i =>
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i.Status != InvoiceStatus.Voided &&
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i.Status != InvoiceStatus.WrittenOff).ToList();
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static string CustomerDisplayName(Invoice i) =>
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i.Customer?.CompanyName ?? (i.Customer != null
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? $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim()
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: $"Customer #{i.CustomerId}");
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var outstandingByCustomer = activeInvoices
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.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Paid)
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.GroupBy(i => CustomerDisplayName(i))
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.ToList();
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// Pre-compute per-customer historical behavior from all paid invoices
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var historyByCustomer = activeInvoices
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.Where(i => i.Status == InvoiceStatus.Paid && i.PaidDate.HasValue && i.SentDate.HasValue)
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.GroupBy(i => CustomerDisplayName(i))
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.ToDictionary(
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g => g.Key,
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g => new
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{
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AvgDaysToPay = g.Average(i => (i.PaidDate!.Value - i.SentDate!.Value).TotalDays),
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TotalInvoices = g.Count(),
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LateInvoices = g.Count(i => i.DueDate.HasValue && i.PaidDate!.Value > i.DueDate.Value)
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});
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var customerData = outstandingByCustomer.Select(g =>
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{
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var history = historyByCustomer.GetValueOrDefault(g.Key);
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return new LatePaymentCustomerData
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{
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CustomerName = g.Key,
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TotalOwed = g.Sum(i => i.BalanceDue),
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AvgDaysToPay = history?.AvgDaysToPay ?? 30,
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TotalInvoicesAllTime = history?.TotalInvoices ?? 0,
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LateInvoicesAllTime = history?.LateInvoices ?? 0,
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OpenInvoices = g.Select(i => new OpenInvoiceSummary
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{
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InvoiceNumber = i.InvoiceNumber,
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BalanceDue = i.BalanceDue,
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DueDateIso = i.DueDate?.ToString("yyyy-MM-dd"),
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DaysOverdue = i.DueDate.HasValue && i.DueDate.Value < today
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? (today - i.DueDate.Value).Days : 0
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}).ToList()
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};
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}).ToList();
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if (!customerData.Any())
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return Json(new LatePaymentPredictionResult { Success = true, Insights = new() { "No outstanding invoices to analyze." } });
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var result = await _accountingAi.PredictLatePaymentsAsync(new LatePaymentPredictionRequest
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{
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CompanyName = companyName,
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Customers = customerData
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});
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var lpCid = int.TryParse(User.FindFirst("CompanyId")?.Value, out var _lpC) ? _lpC : 0;
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await _usageLogger.LogAsync(lpCid, User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "", AppConstants.AiFeatures.LatePaymentPrediction, result.Success);
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return Json(result);
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}
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catch (Exception ex)
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{
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_logger.LogError(ex, "Error predicting late payments");
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return Json(new LatePaymentPredictionResult { Success = false, ErrorMessage = "An error occurred while analyzing payment risk." });
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}
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}
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// ── AI: Natural Language Financial Queries ────────────────────────────────
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/// <summary>
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/// GET page for the natural language financial query tool. Pre-loads the financial context
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/// snapshot so the first query does not have a visible data-fetch delay — the context is
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/// serialized into a hidden field and passed back on the POST.
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/// </summary>
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public async Task<IActionResult> FinancialQuery()
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{
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if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
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ViewBag.Context = await BuildFinancialQueryContextAsync();
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return View();
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}
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/// <summary>
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/// AJAX POST — receives the user's plain-English question and the pre-built context object,
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/// then sends both to Claude. The context is passed from client to server (rather than
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/// re-fetched on every request) so that rapid follow-up questions do not trigger additional
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/// database round-trips. The context JSON is validated server-side before passing to the AI
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/// service so a corrupted hidden field cannot cause a crash.
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/// </summary>
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[HttpPost]
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[EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
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public async Task<IActionResult> RunFinancialQuery([FromBody] FinancialQueryRequest? request)
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{
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if (!AllowAccounting()) return Json(new { success = false, error = "Accounting module is not enabled." });
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if (request == null || string.IsNullOrWhiteSpace(request.Question))
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return Json(new FinancialQueryResult { Success = false, ErrorMessage = "Please enter a question." });
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// If context is empty (e.g. client didn't pass it), rebuild from DB
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if (request.Context == null || string.IsNullOrWhiteSpace(request.Context.CompanyName))
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request.Context = await BuildFinancialQueryContextAsync();
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var result = await _accountingAi.AnswerFinancialQueryAsync(request);
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var fqCid = int.TryParse(User.FindFirst("CompanyId")?.Value, out var _fqC) ? _fqC : 0;
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await _usageLogger.LogAsync(fqCid, User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "", AppConstants.AiFeatures.FinancialQuery, result.Success);
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return Json(result);
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}
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/// <summary>
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/// Builds a <see cref="FinancialQueryContext"/> snapshot from live DB data covering
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/// YTD totals, last 12 months of monthly revenue/expense summaries, and current
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/// AR/AP outstanding. This is factored out so both the GET page load and the fallback
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/// POST path share identical context-building logic.
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/// </summary>
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private async Task<FinancialQueryContext> BuildFinancialQueryContextAsync()
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{
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var companyName = await GetCompanyNameAsync();
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var now = DateTime.UtcNow;
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var startOfYear = new DateTime(now.Year, 1, 1);
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var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
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.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff)
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.ToList();
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var ytdRevenue = allInvoices.Where(i => i.InvoiceDate >= startOfYear).Sum(i => i.Total);
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var arOutstanding = allInvoices.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Paid).Sum(i => i.BalanceDue);
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var allBills = await _operationalReports.GetActiveBillsAsync();
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var ytdExpenses = allBills.Where(b => b.BillDate >= startOfYear).Sum(b => b.Total);
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var apOutstanding = allBills.Where(b => b.BalanceDue > 0).Sum(b => b.BalanceDue);
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// Monthly summaries for last 12 months
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var monthly = new List<MonthlyFinancialSummary>();
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for (var i = 11; i >= 0; i--)
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{
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var monthStart = new DateTime(now.Year, now.Month, 1).AddMonths(-i);
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var monthEnd = monthStart.AddMonths(1);
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var rev = allInvoices.Where(inv => inv.InvoiceDate >= monthStart && inv.InvoiceDate < monthEnd).Sum(inv => inv.Total);
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var exp = allBills.Where(b => b.BillDate >= monthStart && b.BillDate < monthEnd).Sum(b => b.Total);
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monthly.Add(new MonthlyFinancialSummary
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{
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Month = monthStart.ToString("yyyy-MM"),
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Revenue = rev,
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Expenses = exp,
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NetIncome = rev - exp
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});
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}
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// Expense breakdown from bills by account
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var expensesByAccount = allBills
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.GroupBy(b => b.Memo ?? "Uncategorized")
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.Select(g => new ExpenseByCategory { Category = g.Key, Amount = g.Sum(b => b.Total) })
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.OrderByDescending(e => e.Amount)
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.Take(10)
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.ToList();
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return new FinancialQueryContext
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{
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CompanyName = companyName,
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AsOfDate = now.ToString("yyyy-MM-dd"),
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TotalRevenueYtd = ytdRevenue,
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TotalExpensesYtd = ytdExpenses,
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NetIncomeYtd = ytdRevenue - ytdExpenses,
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ArOutstanding = arOutstanding,
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ApOutstanding = apOutstanding,
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Last12Months = monthly,
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ExpensesByCategory = expensesByAccount
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};
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}
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// GET: /Reports/BudgetVsActual
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/// <summary>
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/// Budget vs. Actual report: compares a budget's monthly line amounts against real P&L activity
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@@ -115,6 +115,27 @@
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</div>
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</div>
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<!-- AI Auto-Match panel -->
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<div class="card shadow-sm mb-3 border-0 bg-light">
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<div class="card-body d-flex align-items-center gap-3 flex-wrap">
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<div>
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<span class="fw-semibold"><i class="bi bi-robot text-primary me-1"></i>AI Auto-Match</span>
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<span class="text-muted small ms-2">Let Claude suggest which transactions to clear based on amounts and dates.</span>
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</div>
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<button id="aiMatchBtn" class="btn btn-outline-primary btn-sm ms-auto" type="button">
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<i class="bi bi-magic me-1"></i>Suggest Matches
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</button>
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</div>
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<div id="aiMatchResult" class="d-none px-3 pb-3">
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<div id="aiMatchInsights" class="mb-2 text-muted small"></div>
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<div id="aiMatchActions" class="d-flex gap-2 flex-wrap">
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<button id="aiMatchAccept" class="btn btn-sm btn-success d-none">
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<i class="bi bi-check-all me-1"></i>Apply All Suggestions
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</button>
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</div>
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</div>
|
||||
</div>
|
||||
|
||||
<form asp-action="Complete" method="post" id="completeForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" value="@recon?.Id" />
|
||||
@@ -184,6 +205,88 @@
|
||||
});
|
||||
|
||||
recalculate();
|
||||
|
||||
// ── AI Auto-Match ──────────────────────────────────────────────────────────
|
||||
let aiSuggestions = [];
|
||||
|
||||
document.getElementById('aiMatchBtn')?.addEventListener('click', async function() {
|
||||
const btn = this;
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
|
||||
try {
|
||||
const resp = await fetch('/BankReconciliations/AiSuggestMatches', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/x-www-form-urlencoded',
|
||||
'RequestVerificationToken': token
|
||||
},
|
||||
body: new URLSearchParams({ reconId })
|
||||
});
|
||||
const data = await resp.json();
|
||||
|
||||
const resultEl = document.getElementById('aiMatchResult');
|
||||
const insightsEl = document.getElementById('aiMatchInsights');
|
||||
resultEl.classList.remove('d-none');
|
||||
|
||||
if (!data.success) {
|
||||
insightsEl.innerHTML = `<span class="text-danger"><i class="bi bi-exclamation-triangle me-1"></i>${data.errorMessage || 'AI unavailable.'}</span>`;
|
||||
return;
|
||||
}
|
||||
|
||||
aiSuggestions = data.suggestedCleared || [];
|
||||
|
||||
// Highlight suggested rows
|
||||
aiSuggestions.forEach(s => {
|
||||
const row = document.querySelector(`.recon-row[data-type="${s.entityType}"][data-id="${s.entityId}"]`);
|
||||
if (row) {
|
||||
row.classList.add('table-info');
|
||||
const td = row.querySelector('td:last-child');
|
||||
if (td) {
|
||||
const pct = Math.round(s.confidence * 100);
|
||||
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% — ${s.reason}</td>`);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
// Insights
|
||||
const insights = data.insights || [];
|
||||
insightsEl.innerHTML = insights.map(i => `<i class="bi bi-lightbulb me-1 text-warning"></i>${i}`).join('<br>');
|
||||
|
||||
if (aiSuggestions.length > 0) {
|
||||
document.getElementById('aiMatchAccept').classList.remove('d-none');
|
||||
} else {
|
||||
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found — review items manually.</span>';
|
||||
}
|
||||
} catch (err) {
|
||||
document.getElementById('aiMatchInsights').innerHTML = '<span class="text-danger">Error contacting AI service.</span>';
|
||||
document.getElementById('aiMatchResult').classList.remove('d-none');
|
||||
} finally {
|
||||
btn.disabled = false;
|
||||
btn.innerHTML = '<i class="bi bi-magic me-1"></i>Suggest Matches';
|
||||
}
|
||||
});
|
||||
|
||||
document.getElementById('aiMatchAccept')?.addEventListener('click', async function() {
|
||||
for (const s of aiSuggestions) {
|
||||
const row = document.querySelector(`.recon-row[data-type="${s.entityType}"][data-id="${s.entityId}"]`);
|
||||
if (!row) continue;
|
||||
const cb = row.querySelector('.cleared-checkbox');
|
||||
if (!cb || cb.checked) continue;
|
||||
cb.checked = true;
|
||||
// Persist via the existing toggle endpoint
|
||||
try {
|
||||
await fetch('/BankReconciliations/ToggleCleared', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': token },
|
||||
body: new URLSearchParams({ reconId, entityType: s.entityType, entityId: s.entityId, isCleared: true })
|
||||
});
|
||||
} catch {}
|
||||
}
|
||||
recalculate();
|
||||
this.textContent = 'Applied';
|
||||
this.disabled = true;
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -5,7 +5,10 @@
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end mb-4">
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<a asp-action="RecurringDetection" class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-robot me-1"></i>Detect Recurring Bills
|
||||
</a>
|
||||
<div class="btn-group">
|
||||
<a asp-controller="Bills" asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Bill
|
||||
|
||||
@@ -0,0 +1,58 @@
|
||||
@{
|
||||
ViewData["Title"] = "Recurring Bill Detection";
|
||||
ViewData["PageIcon"] = "bi-arrow-repeat";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<h4 class="fw-semibold mb-1"><i class="bi bi-arrow-repeat text-primary me-2"></i>Recurring Bill Detection</h4>
|
||||
<p class="text-muted small mb-0">Claude analyzes your last 12 months of bills to find recurring payment patterns and help you anticipate upcoming expenses.</p>
|
||||
</div>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Bills
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form id="scanForm" method="post" asp-action="RunRecurringDetection">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="card shadow-sm mb-4 border-0 bg-light">
|
||||
<div class="card-body d-flex align-items-center gap-3 flex-wrap">
|
||||
<div>
|
||||
<span class="fw-semibold"><i class="bi bi-robot text-primary me-1"></i>AI Analysis</span>
|
||||
<span class="text-muted small ms-2">Scans up to 12 months of bills grouped by vendor to detect patterns.</span>
|
||||
</div>
|
||||
<button id="scanBtn" type="submit" class="btn btn-primary ms-auto">
|
||||
<i class="bi bi-magic me-1"></i>Detect Recurring Bills
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<div id="resultArea" class="d-none">
|
||||
<div id="spinnerArea" class="text-center py-5 d-none">
|
||||
<div class="spinner-border text-primary" style="width:2.5rem;height:2.5rem;" role="status"></div>
|
||||
<p class="text-muted mt-3">Claude is reviewing your bill history…</p>
|
||||
</div>
|
||||
|
||||
<div id="errorArea" class="alert alert-danger alert-permanent d-none"></div>
|
||||
|
||||
<div id="insightsArea" class="alert alert-info alert-permanent d-none mb-3">
|
||||
<i class="bi bi-lightbulb me-2"></i><span id="insightsList"></span>
|
||||
</div>
|
||||
|
||||
<div id="noPatterns" class="card shadow-sm d-none">
|
||||
<div class="card-body text-center py-5 text-muted">
|
||||
<i class="bi bi-search fs-1 d-block mb-2"></i>
|
||||
<p class="mb-0 fw-semibold">No recurring patterns detected</p>
|
||||
<p class="small">Need at least 2 occurrences of a vendor bill at a similar cadence. Add more bill history and try again.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="patternsArea" class="d-none">
|
||||
<div class="row g-3" id="patternCards"></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="/js/recurring-detection.js"></script>
|
||||
}
|
||||
@@ -240,3 +240,42 @@ else
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
Generated @DateTime.Now.ToString("MMM d, yyyy h:mm tt") · Includes all open invoices (excluding Draft and Voided). Age calculated from due date.
|
||||
</div>
|
||||
|
||||
@if (Model.Customers.Any())
|
||||
{
|
||||
<!-- AI Late Payment Prediction -->
|
||||
<div class="card shadow-sm mt-4 border-0 no-print" id="aiRiskCard">
|
||||
<div class="card-header d-flex align-items-center gap-2">
|
||||
<i class="bi bi-robot text-primary"></i>
|
||||
<span class="fw-semibold">AI Payment Risk Prediction</span>
|
||||
<button id="aiRiskBtn" class="btn btn-sm btn-outline-primary ms-auto">
|
||||
<i class="bi bi-magic me-1"></i>Predict Payment Risk
|
||||
</button>
|
||||
</div>
|
||||
<div class="card-body d-none" id="aiRiskBody">
|
||||
<div id="aiRiskSpinner" class="text-center py-3 d-none">
|
||||
<div class="spinner-border text-primary" role="status"></div>
|
||||
<p class="text-muted mt-2 small">Claude is analyzing payment behavior…</p>
|
||||
</div>
|
||||
<div id="aiRiskError" class="alert alert-danger alert-permanent d-none"></div>
|
||||
<div id="aiRiskInsights" class="text-muted small mb-3"></div>
|
||||
<div id="aiRiskTable" class="table-responsive d-none">
|
||||
<table class="table table-sm align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Customer</th>
|
||||
<th>Risk</th>
|
||||
<th>Est. Days to Payment</th>
|
||||
<th>Reasoning</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="aiRiskRows"></tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script src="/js/ar-aging-ai.js"></script>
|
||||
}
|
||||
|
||||
@@ -0,0 +1,122 @@
|
||||
@using System.Text.Json
|
||||
@{
|
||||
ViewData["Title"] = "Ask Your Financials";
|
||||
ViewData["PageIcon"] = "bi-chat-dots";
|
||||
var context = ViewBag.Context as PowderCoating.Application.DTOs.AI.FinancialQueryContext;
|
||||
var contextJson = JsonSerializer.Serialize(context);
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<h4 class="fw-semibold mb-1"><i class="bi bi-chat-dots text-primary me-2"></i>Ask Your Financials</h4>
|
||||
<p class="text-muted small mb-0">Ask Claude a plain-English question about your business finances. Data as of @DateTime.Today.ToString("MMMM d, yyyy").</p>
|
||||
</div>
|
||||
<a asp-action="Landing" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Reports
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-8">
|
||||
<!-- Query input -->
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-body">
|
||||
<label class="form-label fw-semibold">Your question</label>
|
||||
<div class="input-group">
|
||||
<input type="text" id="queryInput" class="form-control form-control-lg"
|
||||
placeholder="e.g. What did we spend on powder last quarter?"
|
||||
autocomplete="off" />
|
||||
<button id="queryBtn" class="btn btn-primary px-4" type="button">
|
||||
<i class="bi bi-send me-1"></i>Ask
|
||||
</button>
|
||||
</div>
|
||||
<div class="mt-2 d-flex flex-wrap gap-2" id="suggestionChips">
|
||||
<span class="text-muted small me-1">Try:</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Answer area -->
|
||||
<div id="answerArea" class="d-none">
|
||||
<div class="card shadow-sm border-primary border-opacity-25">
|
||||
<div class="card-header bg-primary-subtle text-primary-emphasis fw-semibold">
|
||||
<i class="bi bi-robot me-1"></i>Claude's Answer
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div id="answerSpinner" class="text-center py-3 d-none">
|
||||
<div class="spinner-border text-primary" role="status"></div>
|
||||
<p class="text-muted mt-2 small">Analyzing your financials…</p>
|
||||
</div>
|
||||
<div id="answerError" class="alert alert-danger alert-permanent d-none"></div>
|
||||
<p id="answerText" class="mb-3 fs-6 d-none"></p>
|
||||
<div id="factsArea" class="d-none">
|
||||
<p class="small fw-semibold text-muted mb-1">Supporting data:</p>
|
||||
<ul id="factsList" class="list-unstyled small text-muted mb-0"></ul>
|
||||
</div>
|
||||
<div id="followUpArea" class="mt-3 pt-3 border-top d-none">
|
||||
<span class="text-muted small me-2">Follow-up suggestion:</span>
|
||||
<button id="followUpBtn" class="btn btn-sm btn-outline-primary"></button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- History -->
|
||||
<div id="historyArea" class="mt-3 d-none">
|
||||
<p class="text-muted small fw-semibold mb-2"><i class="bi bi-clock-history me-1"></i>Earlier questions this session</p>
|
||||
<div id="historyList" class="d-flex flex-column gap-2"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-4">
|
||||
<!-- Snapshot -->
|
||||
<div class="card shadow-sm mb-3">
|
||||
<div class="card-header fw-semibold text-muted small">
|
||||
<i class="bi bi-graph-up me-1"></i>YTD Snapshot
|
||||
</div>
|
||||
<div class="card-body pb-2">
|
||||
<div class="d-flex justify-content-between small mb-2">
|
||||
<span class="text-muted">Revenue</span>
|
||||
<span class="fw-medium">@context?.TotalRevenueYtd.ToString("C0")</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between small mb-2">
|
||||
<span class="text-muted">Expenses</span>
|
||||
<span class="fw-medium">@context?.TotalExpensesYtd.ToString("C0")</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between small mb-2 border-top pt-2">
|
||||
<span class="fw-semibold">Net Income</span>
|
||||
<span class="fw-bold @(context?.NetIncomeYtd >= 0 ? "text-success" : "text-danger")">
|
||||
@context?.NetIncomeYtd.ToString("C0")
|
||||
</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between small mb-2 border-top pt-2">
|
||||
<span class="text-muted">AR Outstanding</span>
|
||||
<span class="fw-medium text-warning">@context?.ArOutstanding.ToString("C0")</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between small mb-2">
|
||||
<span class="text-muted">AP Outstanding</span>
|
||||
<span class="fw-medium text-danger">@context?.ApOutstanding.ToString("C0")</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tips -->
|
||||
<div class="card shadow-sm border-0 bg-light">
|
||||
<div class="card-body small">
|
||||
<p class="fw-semibold text-muted mb-2"><i class="bi bi-lightbulb me-1 text-warning"></i>Tips</p>
|
||||
<ul class="list-unstyled text-muted mb-0 small">
|
||||
<li class="mb-1">Ask about specific time periods: "last month", "Q1", "this year"</li>
|
||||
<li class="mb-1">Compare periods: "compared to last quarter"</li>
|
||||
<li class="mb-1">Ask about vendors, categories, or customers</li>
|
||||
<li>Claude only uses data it was given — it won't invent figures</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<input type="hidden" id="contextJson" value="@Html.Raw(System.Text.Encodings.Web.HtmlEncoder.Default.Encode(contextJson))" />
|
||||
|
||||
@section Scripts {
|
||||
<script src="/js/financial-query.js"></script>
|
||||
}
|
||||
@@ -123,6 +123,22 @@
|
||||
<p>AI scans recent bills and expense trends for duplicate entries, unusual amounts, and accounts running over their historical average.</p>
|
||||
<div class="report-arrow">Run analysis <i class="bi bi-arrow-right"></i></div>
|
||||
</a>
|
||||
<a asp-controller="Reports" asp-action="FinancialQuery" class="report-card">
|
||||
<div class="report-card-icon" style="background:#eff6ff;color:#2563eb;">
|
||||
<i class="bi bi-chat-dots"></i>
|
||||
</div>
|
||||
<h5>Ask Your Financials</h5>
|
||||
<p>Ask Claude plain-English questions about your revenue, expenses, and AR. Answers are grounded in your actual financial data.</p>
|
||||
<div class="report-arrow">Ask a question <i class="bi bi-arrow-right"></i></div>
|
||||
</a>
|
||||
<a asp-controller="Reports" asp-action="ArAging" class="report-card">
|
||||
<div class="report-card-icon" style="background:#fef3c7;color:#d97706;">
|
||||
<i class="bi bi-hourglass-split"></i>
|
||||
</div>
|
||||
<h5>AR Aging + Risk Prediction</h5>
|
||||
<p>View outstanding invoices by aging bucket, then run AI payment risk scoring to prioritize your follow-up calls.</p>
|
||||
<div class="report-arrow">View aging <i class="bi bi-arrow-right"></i></div>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -0,0 +1,70 @@
|
||||
(function () {
|
||||
const btn = document.getElementById('aiRiskBtn');
|
||||
if (!btn) return;
|
||||
|
||||
btn.addEventListener('click', async function () {
|
||||
const body = document.getElementById('aiRiskBody');
|
||||
const spinner = document.getElementById('aiRiskSpinner');
|
||||
const errEl = document.getElementById('aiRiskError');
|
||||
const insights = document.getElementById('aiRiskInsights');
|
||||
const table = document.getElementById('aiRiskTable');
|
||||
const rows = document.getElementById('aiRiskRows');
|
||||
|
||||
body.classList.remove('d-none');
|
||||
spinner.classList.remove('d-none');
|
||||
errEl.classList.add('d-none');
|
||||
table.classList.add('d-none');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
|
||||
try {
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
|
||||
const resp = await fetch('/Reports/PredictLatePayments', {
|
||||
method: 'POST',
|
||||
headers: { 'RequestVerificationToken': token }
|
||||
});
|
||||
const data = await resp.json();
|
||||
|
||||
spinner.classList.add('d-none');
|
||||
|
||||
if (!data.success) {
|
||||
errEl.textContent = data.errorMessage || 'AI service unavailable.';
|
||||
errEl.classList.remove('d-none');
|
||||
return;
|
||||
}
|
||||
|
||||
const preds = data.predictions || [];
|
||||
const insightList = data.insights || [];
|
||||
|
||||
insights.innerHTML = insightList
|
||||
.map(i => `<i class="bi bi-lightbulb text-warning me-1"></i>${i}`)
|
||||
.join('<br>');
|
||||
|
||||
const riskBadge = level => {
|
||||
if (level === 'high') return 'bg-danger text-white';
|
||||
if (level === 'medium') return 'bg-warning text-dark';
|
||||
return 'bg-success text-white';
|
||||
};
|
||||
|
||||
rows.innerHTML = preds.map(p => `
|
||||
<tr>
|
||||
<td class="fw-medium">${p.customerName}</td>
|
||||
<td><span class="badge ${riskBadge(p.riskLevel)}">${p.riskLevel.charAt(0).toUpperCase() + p.riskLevel.slice(1)}</span></td>
|
||||
<td>${p.estimatedDaysToPayment > 0 ? p.estimatedDaysToPayment + ' days' : 'Soon'}</td>
|
||||
<td class="text-muted small">${p.reasoning}</td>
|
||||
</tr>
|
||||
`).join('');
|
||||
|
||||
if (preds.length > 0) table.classList.remove('d-none');
|
||||
else insights.innerHTML += '<br><span class="text-muted">No open invoices to predict.</span>';
|
||||
|
||||
} catch (err) {
|
||||
spinner.classList.add('d-none');
|
||||
errEl.textContent = 'Error contacting AI service.';
|
||||
errEl.classList.remove('d-none');
|
||||
} finally {
|
||||
btn.disabled = false;
|
||||
btn.innerHTML = '<i class="bi bi-magic me-1"></i>Predict Payment Risk';
|
||||
}
|
||||
});
|
||||
})();
|
||||
@@ -0,0 +1,116 @@
|
||||
(function () {
|
||||
const queryInput = document.getElementById('queryInput');
|
||||
const queryBtn = document.getElementById('queryBtn');
|
||||
const answerArea = document.getElementById('answerArea');
|
||||
const spinner = document.getElementById('answerSpinner');
|
||||
const errEl = document.getElementById('answerError');
|
||||
const answerText = document.getElementById('answerText');
|
||||
const factsArea = document.getElementById('factsArea');
|
||||
const factsList = document.getElementById('factsList');
|
||||
const followUpArea = document.getElementById('followUpArea');
|
||||
const followUpBtn = document.getElementById('followUpBtn');
|
||||
const historyArea = document.getElementById('historyArea');
|
||||
const historyList = document.getElementById('historyList');
|
||||
const chips = document.getElementById('suggestionChips');
|
||||
const contextJson = document.getElementById('contextJson')?.value ?? '{}';
|
||||
|
||||
const suggestions = [
|
||||
'What was our revenue this year?',
|
||||
'What are our biggest expenses?',
|
||||
'How much do customers owe us?',
|
||||
'What is our net income year to date?',
|
||||
'Which month had the highest revenue?',
|
||||
];
|
||||
|
||||
let sessionHistory = [];
|
||||
|
||||
suggestions.forEach(s => {
|
||||
const chip = document.createElement('button');
|
||||
chip.type = 'button';
|
||||
chip.className = 'btn btn-sm btn-outline-secondary rounded-pill';
|
||||
chip.textContent = s;
|
||||
chip.addEventListener('click', () => { queryInput.value = s; runQuery(s); });
|
||||
chips.appendChild(chip);
|
||||
});
|
||||
|
||||
queryBtn.addEventListener('click', () => runQuery(queryInput.value.trim()));
|
||||
queryInput.addEventListener('keydown', e => { if (e.key === 'Enter') runQuery(queryInput.value.trim()); });
|
||||
followUpBtn.addEventListener('click', () => { queryInput.value = followUpBtn.textContent; runQuery(followUpBtn.textContent); });
|
||||
|
||||
async function runQuery(question) {
|
||||
if (!question) return;
|
||||
|
||||
// Save previous answer to history before replacing
|
||||
const prevQuestion = queryInput.dataset.lastQuestion;
|
||||
const prevAnswer = answerText.textContent;
|
||||
if (prevQuestion && prevAnswer) {
|
||||
sessionHistory.push({ question: prevQuestion, answer: prevAnswer });
|
||||
renderHistory();
|
||||
}
|
||||
queryInput.dataset.lastQuestion = question;
|
||||
|
||||
answerArea.classList.remove('d-none');
|
||||
spinner.classList.remove('d-none');
|
||||
errEl.classList.add('d-none');
|
||||
answerText.classList.add('d-none');
|
||||
factsArea.classList.add('d-none');
|
||||
followUpArea.classList.add('d-none');
|
||||
queryBtn.disabled = true;
|
||||
queryBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>';
|
||||
|
||||
try {
|
||||
let context = {};
|
||||
try { context = JSON.parse(contextJson); } catch {}
|
||||
|
||||
const resp = await fetch('/Reports/RunFinancialQuery', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({ question, context })
|
||||
});
|
||||
const data = await resp.json();
|
||||
spinner.classList.add('d-none');
|
||||
|
||||
if (!data.success) {
|
||||
errEl.textContent = data.errorMessage || 'AI service unavailable.';
|
||||
errEl.classList.remove('d-none');
|
||||
return;
|
||||
}
|
||||
|
||||
answerText.textContent = data.answer;
|
||||
answerText.classList.remove('d-none');
|
||||
|
||||
const facts = data.relevantFacts || [];
|
||||
if (facts.length > 0) {
|
||||
factsList.innerHTML = facts.map(f => `<li><i class="bi bi-dot"></i>${f}</li>`).join('');
|
||||
factsArea.classList.remove('d-none');
|
||||
}
|
||||
|
||||
if (data.followUpSuggestion) {
|
||||
followUpBtn.textContent = data.followUpSuggestion;
|
||||
followUpArea.classList.remove('d-none');
|
||||
}
|
||||
|
||||
} catch {
|
||||
spinner.classList.add('d-none');
|
||||
errEl.textContent = 'Error contacting AI service.';
|
||||
errEl.classList.remove('d-none');
|
||||
} finally {
|
||||
queryBtn.disabled = false;
|
||||
queryBtn.innerHTML = '<i class="bi bi-send me-1"></i>Ask';
|
||||
}
|
||||
}
|
||||
|
||||
function renderHistory() {
|
||||
if (sessionHistory.length === 0) return;
|
||||
historyArea.classList.remove('d-none');
|
||||
historyList.innerHTML = '';
|
||||
sessionHistory.slice(-5).reverse().forEach(entry => {
|
||||
const item = document.createElement('div');
|
||||
item.className = 'card border-0 bg-light p-2 small cursor-pointer';
|
||||
item.style.cursor = 'pointer';
|
||||
item.innerHTML = `<span class="fw-medium text-muted">${entry.question}</span><br><span class="text-truncate d-block" style="max-width:100%">${entry.answer.substring(0, 100)}${entry.answer.length > 100 ? '…' : ''}</span>`;
|
||||
item.addEventListener('click', () => { queryInput.value = entry.question; });
|
||||
historyList.appendChild(item);
|
||||
});
|
||||
}
|
||||
})();
|
||||
@@ -0,0 +1,111 @@
|
||||
(function () {
|
||||
const form = document.getElementById('scanForm');
|
||||
const scanBtn = document.getElementById('scanBtn');
|
||||
const resultArea = document.getElementById('resultArea');
|
||||
const spinner = document.getElementById('spinnerArea');
|
||||
const errArea = document.getElementById('errorArea');
|
||||
const insArea = document.getElementById('insightsArea');
|
||||
const insList = document.getElementById('insightsList');
|
||||
const noPatterns = document.getElementById('noPatterns');
|
||||
const patternsArea = document.getElementById('patternsArea');
|
||||
const patternCards = document.getElementById('patternCards');
|
||||
|
||||
if (!form) return;
|
||||
|
||||
form.addEventListener('submit', async function (e) {
|
||||
e.preventDefault();
|
||||
|
||||
resultArea.classList.remove('d-none');
|
||||
spinner.classList.remove('d-none');
|
||||
errArea.classList.add('d-none');
|
||||
insArea.classList.add('d-none');
|
||||
noPatterns.classList.add('d-none');
|
||||
patternsArea.classList.add('d-none');
|
||||
patternCards.innerHTML = '';
|
||||
scanBtn.disabled = true;
|
||||
scanBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
|
||||
try {
|
||||
const token = form.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
|
||||
const resp = await fetch('/Bills/RunRecurringDetection', {
|
||||
method: 'POST',
|
||||
headers: { 'RequestVerificationToken': token }
|
||||
});
|
||||
const data = await resp.json();
|
||||
spinner.classList.add('d-none');
|
||||
|
||||
if (!data.success) {
|
||||
errArea.textContent = data.errorMessage || 'AI service unavailable.';
|
||||
errArea.classList.remove('d-none');
|
||||
return;
|
||||
}
|
||||
|
||||
const insights = data.insights || [];
|
||||
if (insights.length > 0) {
|
||||
insList.innerHTML = insights.join('<br>');
|
||||
insArea.classList.remove('d-none');
|
||||
}
|
||||
|
||||
const patterns = data.patterns || [];
|
||||
if (patterns.length === 0) {
|
||||
noPatterns.classList.remove('d-none');
|
||||
return;
|
||||
}
|
||||
|
||||
patternsArea.classList.remove('d-none');
|
||||
patterns.forEach(p => {
|
||||
const confBadge = p.confidence === 'high' ? 'bg-success text-white'
|
||||
: p.confidence === 'medium' ? 'bg-warning text-dark'
|
||||
: 'bg-secondary text-white';
|
||||
|
||||
const freqIcon = p.frequency === 'monthly' ? 'bi-calendar-month'
|
||||
: p.frequency === 'quarterly' ? 'bi-calendar3'
|
||||
: p.frequency === 'annual' ? 'bi-calendar-check'
|
||||
: 'bi-arrow-repeat';
|
||||
|
||||
const nextDate = p.nextExpectedDateIso
|
||||
? new Date(p.nextExpectedDateIso).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
|
||||
: null;
|
||||
|
||||
const col = document.createElement('div');
|
||||
col.className = 'col-md-6 col-xl-4';
|
||||
col.innerHTML = `
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header d-flex align-items-center gap-2">
|
||||
<i class="bi ${freqIcon} text-primary"></i>
|
||||
<span class="fw-semibold text-truncate">${p.vendorName}</span>
|
||||
<span class="badge ${confBadge} ms-auto">${p.confidence}</span>
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Frequency</span>
|
||||
<span class="fw-medium text-capitalize">${p.frequency}</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Typical amount</span>
|
||||
<span class="fw-medium">${p.typicalAmount.toLocaleString('en-US', { style: 'currency', currency: 'USD' })}</span>
|
||||
</div>
|
||||
${nextDate ? `<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Next expected</span>
|
||||
<span class="fw-medium text-warning">${nextDate}</span>
|
||||
</div>` : ''}
|
||||
<p class="text-muted mb-2">${p.description}</p>
|
||||
${p.suggestedAction ? `<div class="alert alert-info alert-permanent py-1 px-2 mb-0 small">
|
||||
<i class="bi bi-arrow-right-circle me-1"></i>${p.suggestedAction}
|
||||
</div>` : ''}
|
||||
</div>
|
||||
</div>
|
||||
`;
|
||||
patternCards.appendChild(col);
|
||||
});
|
||||
|
||||
} catch {
|
||||
spinner.classList.add('d-none');
|
||||
errArea.textContent = 'Error contacting AI service.';
|
||||
errArea.classList.remove('d-none');
|
||||
} finally {
|
||||
scanBtn.disabled = false;
|
||||
scanBtn.innerHTML = '<i class="bi bi-magic me-1"></i>Detect Recurring Bills';
|
||||
}
|
||||
});
|
||||
})();
|
||||
Reference in New Issue
Block a user