c5405a95c3
feat(expense-snapshot): add ExpenseSnapshot + ExpenseSnapshotLine entities
2026-06-25 14:55:50 -07:00
5d03e42302
docs(expense-snapshot): implementation plan + spec read-time creator-name refinement
...
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 14:45:08 -07:00
d4c20df34f
docs(expense-snapshot): design spec for vendor payment snapshot
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 14:37:00 -07:00
73077295a4
feat(expense-categories): AI 建議 for group/sub name + 990 line
...
ci-cd-vm / ci-cd (push) Successful in 2m25s
Add an AI assist button to the Edit/New Group (大項) and Subcategory
(小項) dialogs: the user enters a Chinese name, and the model refines
the Chinese, translates it to English, and suggests the matching IRS
Form 990 Part IX line. Suggestions surface in a confirm card; Apply
fills the Chinese name, English name, and 990 line fields.
Backend mirrors the existing expense-classification AI family but over
the Form 990 line catalog: IExpenseCategoryAiService + base (catalog
load, prompt, id validation) + Claude/Gemini providers + factory that
picks the provider from ChurchProfile.AiProvider. New write-gated
POST api/expense-categories/ai-suggest endpoint; sub-category requests
pass the parent group + its 990 line to bias the choice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 14:18:34 -07:00
c5b1a9372a
test(ai): cover config-provider default fallback when no profile row
2026-06-25 13:34:20 -07:00
ece2676e38
style(church-profile): lead AI tab title with English for consistency
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 13:32:53 -07:00
26259c252d
feat(church-profile): AI 設定 tab (provider/model/key) with masked keys
2026-06-25 13:29:52 -07:00
120240ad0c
feat(ai): DB-only config + runtime provider selection via factory
2026-06-25 13:23:13 -07:00
ece9938bfb
feat(ai): add DB-backed church AI config provider
2026-06-25 13:18:04 -07:00
a16e21dbfd
feat(church-profile): masked-read + leave-unchanged write for AI keys
2026-06-25 13:13:42 -07:00
75905e7036
feat(church-profile): add AI provider/model/key columns + migration
2026-06-25 13:07:30 -07:00
bcaa3e2f25
Add implementation plan: Church Profile AI Settings tab
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 13:03:53 -07:00
5448a9ff85
Add design spec: Church Profile AI Settings tab
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 12:55:39 -07:00
bdccb79029
WIP
2026-06-25 12:47:14 -07:00
a89e936f4d
Implement AI
2026-06-25 11:11:26 -07:00
fa3e75a333
add approve.
ci-cd-vm / ci-cd (push) Successful in 2m24s
2026-06-25 10:22:01 -07:00
8bdb942a49
update detail.
ci-cd-vm / ci-cd (push) Successful in 4m27s
2026-06-25 09:33:49 -07:00
609ce6a439
WIP
ci-cd-vm / ci-cd (push) Successful in 1m49s
2026-06-24 21:47:22 -07:00
46a4298a71
WIP
2026-06-24 21:37:41 -07:00
9f91683633
docs: sync DB_SCHEMA with Form 990 functional-expense schema
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ci-cd-vm / ci-cd (push) Successful in 2m41s
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:54:00 -07:00
5aaac3246d
feat(web): Form 990 functional-expenses report page, route, and nav
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:49:02 -07:00
677cb8f054
feat(web): default functional class on the ministry form
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:45:40 -07:00
f79dab163d
feat(web): functional-class override on the expense form
2026-06-24 19:43:03 -07:00
4438c351e2
feat(web): map expense categories to Form 990 lines in the category admin page
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:38:17 -07:00
1a03a1cbba
feat(finance): expose Form 990 line catalog endpoint
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:36:01 -07:00
3f61e9ceaf
feat(web): add Form990Report permission and expense functional-class/line fields
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:33:37 -07:00
b41297f972
feat(finance): Form 990 functional-expenses report endpoint
2026-06-24 19:30:33 -07:00
a5de2dbbb1
feat(finance): Form 990 Part IX functional-expense aggregation service
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:26:59 -07:00
1fa36ae62f
fix(finance): make Form990 row DTO use properties (System.Text.Json skips fields)
2026-06-24 19:23:54 -07:00
1353b5571f
feat(finance): add Form 990 report DTOs and permission module
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:23:05 -07:00
4e83f27703
feat(seed): default Administration ministry to Management & General
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 19:21:04 -07:00
d5e1732505
feat(seed): seed Form 990 line catalog and default subcategory mappings
2026-06-24 19:17:51 -07:00
ae757bee3d
test(seed): use Assert.Single predicate overload (xUnit2031)
2026-06-24 19:15:10 -07:00
6e04b64466
feat(seed): add IT/Professional/Finance categories and rename overlapping subcategories
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:12:57 -07:00
f70a7b5a58
feat(db): migration for Form 990 lines, category mapping, functional class
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 19:09:00 -07:00
b6b110254a
feat(expense): add per-expense FunctionalClass override
2026-06-24 19:05:07 -07:00
d3e6b5aed5
feat(ministry): add DefaultFunctionalClass for Form 990 functional split
2026-06-24 19:00:36 -07:00
ac84097254
test(expense): assert Form990LineCode projection resolves
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-24 18:57:14 -07:00
971bf165cc
feat(expense): map category group/subcategory to Form 990 lines
2026-06-24 18:53:13 -07:00
f1faa0d435
feat(expense): add Form990ExpenseLine catalog entity and functional-class constants
2026-06-24 18:47:42 -07:00
9dbb1d38d8
WIP
2026-06-24 18:45:22 -07:00
e908e35530
docs: implementation plan for sub-project A (Form 990 functional expenses)
...
17 TDD tasks: Form990ExpenseLine catalog + category mapping, Ministry
DefaultFunctionalClass, Expense FunctionalClass override, EF migration,
seed (new categories/renames/line catalog/mappings/ministry defaults),
Form990ReportService Part IX aggregation + controller, and the frontend
(category line mapping, expense + ministry functional-class controls,
report page/route/nav). DB_SCHEMA sync.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 18:41:35 -07:00
b51f22cfba
docs: expand 990 expense-line catalog and add categories to cover gaps
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Add 990 lines 5/8/11b/11c/20 to the catalog and new natural categories
(Personnel officer comp + pension, Missions foreign support, Printing
advertising, plus Professional Services / Information Technology /
Finance & Banking groups) so the category tree covers the common Part IX
lines instead of dumping uncovered lines into 24.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 18:30:49 -07:00
764464e785
docs: spec for sub-project A — expense 990 functional expenses (Part IX)
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Audit-readiness at Form 990 Part IX level: functional class (Program/M&G/
Fundraising) via Ministry default + per-expense override, Form990ExpenseLine
catalog + subcategory/group mapping, duplicate-category cleanup, and the
Part IX functional-expense matrix report. 1099 (B) and revenue Part VIII (C)
are separate specs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-24 18:24:17 -07:00
cfd344f48c
Update dashboard.component.html
ci-cd-vm / ci-cd (push) Successful in 1m45s
2026-06-24 12:34:56 -07:00
4dc7ff7df7
Update member.model.ts
ci-cd-vm / ci-cd (push) Successful in 1m38s
2026-06-24 12:07:02 -07:00
e9aad74df6
update quick add.
ci-cd-vm / ci-cd (push) Successful in 1m40s
2026-06-24 12:01:55 -07:00
e768f53ccc
feat(giving): show Sunday attendance per session and add edit action
2026-06-24 11:40:44 -07:00
b0e2e112fc
feat(giving): add sundayAttendanceCount model field and attendance setCounts API
ci-cd-vm / ci-cd (push) Successful in 2m21s
2026-06-24 11:35:34 -07:00
28eba8a3ea
feat(giving): include Sunday attendance total in offering session list
2026-06-24 11:24:31 -07:00
Chris Chen