- Reports.cshtml: added AI Payment Risk Prediction, Ask Your Financials,
and Bank Rec Auto-Match subsections under AI-Powered Reports; updated
on-this-page nav with sub-links for all three
- AccountsPayable.cshtml: added Recurring Bill Detection section explaining
pattern cards, frequency types, confidence badges, next expected date,
and the 2-occurrence minimum
- HelpKnowledgeBase.cs: added Recurring Bill Detection to BILLS section;
added AI Payment Risk Prediction and Ask Your Financials to REPORTS
available-reports list; added features 12–15 to AI FEATURES section
(Recurring Detection, Payment Risk, Financial Query, Bank Rec Auto-Match)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Invoice-basis report showing taxable vs non-taxable sales, tax billed
by GL account, monthly trend table/chart, and full invoice detail grid.
Non-taxable invoice rows shaded grey for easy scanning. Quick-preset
date buttons (This Month, Last Month, YTD, Last Year) for common filing
periods. CSV export formatted for accountants and tax-filing software.
Gated behind AllowAccounting() like other financial reports.
- SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs
- GetSalesTaxReportAsync on IFinancialReportService + implementation
- GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation
- SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController
- Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart
- Landing page card added to Finance section
- HelpKnowledgeBase and Help/Reports.cshtml updated with full docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace with generic 'AI', 'AI agent', or 'AI system' throughout.
Keeps the underlying vendor implementation details off the UI.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot