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87bbf158a4298bda0fa76e2f62c903d547110e5d
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3 Commits

Author SHA1 Message Date
spouliot feff0fa73d Add Accountant role and CanManageBills/CanManageAccounting permissions 
- AppConstants: add Accountant to CompanyRoles; add CanManageBills and
  CanManageAccounting to Policies
- ApplicationUser: add CanManageBills and CanManageAccounting bool fields
- UserManagementDtos: expose new fields in all three DTOs
- ClaimsPrincipalFactory: emit ManageBills and ManageAccounting claims
- Program.cs: add CanManageBills and CanManageAccounting policies;
  update CanManageInvoices, CanViewReports, CanManagePurchaseOrders,
  and CanManageVendors to auto-pass for Accountant role
- BillsController: replace CanManageInventory with CanManageBills on
  all write actions (correct policy — bills are not inventory)
- BankReconciliationsController: replace CanManageJobs with
  CanManageAccounting on write actions
- CompanyUsersController: add Accountant to validCompanyRoles (both
  Create/Edit), legacyRole switch, and all permission assignment blocks
- Create/Edit views: add Accountant option to role dropdown; add
  CanManageBills and CanManageAccounting checkboxes; JS auto-checks
  financial permissions when Accountant role is selected
- Migration AddAccountantRolePermissions: adds columns + backfills
  CanManageBills=1 and CanManageAccounting=1 for all CompanyAdmin users

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-10 19:42:53 -04:00
spouliot 959e323f3a 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>
 2026-05-10 19:22:49 -04:00
spouliot 1229081436 Phase E: Add Bank Reconciliation 
- IsCleared + ClearedDate added to Payment, BillPayment, Expense entities
- BankReconciliation entity (account, statement date, beginning/ending balance, status)
- BankReconciliationStatus enum (InProgress, Completed)
- Migration AddBankReconciliation: new BankReconciliations table + IsCleared/ClearedDate columns
- IUnitOfWork/UnitOfWork wired with BankReconciliations repo
- BankReconciliationsController: Index, Create, Reconcile, ToggleCleared (AJAX), Complete, Report
- Reconcile view: deposit/payment checkboxes with live running balance and difference via JS
- Complete is gated: only enabled when difference == $0.00
- Nav: Bank Reconciliation added to Finance section in _Layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-10 00:10:38 -04:00