Commit Graph

3 Commits

Author SHA1 Message Date
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 e2f9e9ae4f Button consistency sweep + mobile responsiveness patches
- Standardize modal dismiss/cancel buttons to btn-outline-secondary across 70+ views
- Remove btn-sm from page-level Create and Back buttons (Index + Detail pages)
- Fix Edit buttons on Details pages: btn-secondary -> btn-warning
- Fix form Cancel/Back links: btn-secondary -> btn-outline-secondary
- Add 10 CSS patches to site.css for mobile/tablet responsiveness:
  top-navbar overflow prevention, page-header flex-wrap at 575px,
  table action button min-height override, notification dropdown width cap,
  tablet content padding

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 19:04:10 -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