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Add 4 AI bookkeeping features

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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:
Scott Pouliot
2026-05-10 19:22:49 -04:00
parent e2f9e9ae4f
commit 959e323f3a
16 changed files with 1679 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Web/Views/Bills/Index.cshtml
+4 -1
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@@ -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
src/PowderCoating.Web/Views/Bills/RecurringDetection.cshtml
+58
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@@ -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>
}