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>
Previously the quick quote omitted the oven charge entirely, so saved quotes
were under-priced relative to full quotes from the same items.
Pricing: CalculatePricing now calculates ovenBatchCost = (cycleMin/60) × OvenOperatingCostPerHour
using DefaultOvenCycleMinutes (fallback 50 min), then adds it to the total as a quote-level
charge matching how PricingCalculationService handles oven costs.
Save path: SaveQuickQuoteRequest gains OvenBatchCost + OvenCycleMinutes; the Quote record
now stores OvenBatchCost, OvenCycleMinutes, and Total = ItemsSubtotal + OvenBatchCost.
Display: results card shows a sub-line under the estimate price:
"incl. oven 1 batch 50 min: $12.00"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude reviews every active catalog item against the shop's own operating costs
and returns a per-item verdict (below-cost / thin-margin / high / ok) with a
suggested price range, cost floor, and assumptions.
- New entity: CatalogPriceCheckReport (JSON blob, archived per company)
- New service: IAiCatalogPriceCheckService / AiCatalogPriceCheckService
batches items 25 at a time to stay within model context limits
- Two new controller actions: GET AiPriceCheck (view report) + POST RunAiPriceCheck
- AiPriceCheck view: summary cards (counts by verdict), color-coded item cards
with Edit Price link, assumptions detail, and loading spinner on submit
- AI Price Check button added to catalog Index header
- Migration AddCatalogPriceCheckReport applied
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New AI Quick Quote floating button: staff type a verbal description to
get an instant price estimate for phone/walk-in customers; detected
color names are fuzzy-matched against inventory for stock status;
saves draft quote under a Walk-In / Phone customer with one click
- Inline customer change on Quote Details and Job Details: always-visible
native select with inline confirmation banner (no TomSelect dependency);
ChangeCustomer AJAX endpoints on QuotesController and JobsController
- Quote Edit page: customer dropdown is now editable (lock removed)
- Fix AutoMapper missing CatalogCategory -> UpdateCategoryDto mapping
that caused a crash on the catalog category Edit page
- Help docs and AI knowledge base updated for all three features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot