9aa64b5f4c
feat(1099): add report and recipient DTOs
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:53:15 -07:00
5e2fbe800c
feat(1099): add ITinProtector with Data Protection encryption + last-4 helper
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:47:49 -07:00
89238bba99
fix(1099): pin max-lengths on Payee1099/Form1099Box columns to match codebase
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:45:02 -07:00
225e64b992
feat(1099): configure Payee1099, Form1099Box, and mapping FKs in DbContext
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:49 -07:00
7809ba9741
feat(1099): add Form1099BoxId mapping FKs and Expense.PayeeId
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:40 -07:00
48ae014def
feat(1099): add Payee1099 recipient master entity
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:34 -07:00
89f02d020b
feat(1099): add Form1099Box catalog entity
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:30 -07:00
3b76ff43fc
feat(1099): add Form1099 constants (threshold, box codes, W9 statuses)
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:40:22 -07:00
a0b96b056a
docs(1099): implementation plan for sub-project B
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:21:17 -07:00
93374c3c0a
docs(1099): design spec for sub-project B — 1099 recipient tracking
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 16:16:04 -07:00
55543af5e1
checks
ci-cd-vm / ci-cd (push) Successful in 2m17s
2026-06-25 15:51:52 -07:00
d32eea3523
Merge: Vendor Payment Snapshot feature
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ci-cd-vm / ci-cd (push) Successful in 2m21s
Save a vendor payment as a reusable named snapshot and re-apply it later,
pre-filling every field except the Expense Date. Shared church-wide with a
creator tag; quick picker in the vendor form + a management page (rename/delete).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:26:59 -07:00
099303995b
fix(expense-snapshot): gate page on Expenses:write to match the write-only API
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The snapshot management page backs an API that gates every action on
Expenses:Write, so a read-only user reaching it via a read-gated nav/route
would hit a silent 403 and a blank page. Require write for both.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:21:11 -07:00
44a7dcf089
refactor(expense-form): remove dead empty per-line AI assist scaffold
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:18:28 -07:00
a8f5547c3c
feat(expense-snapshot): route + sidebar nav for snapshot management
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:15:20 -07:00
41dce076d6
feat(expense-snapshot): snapshot management page (rename/delete)
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:14:16 -07:00
315d85ddcc
feat(expense-snapshot): load/save snapshot in vendor payment form
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:13:09 -07:00
bc827e8b60
feat(expense-snapshot): frontend model + api service with tests
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:11:32 -07:00
8922bb69de
fix(expense-snapshot): validate functional class + stamp DeletedBy on soft delete
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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-06-25 15:07:55 -07:00
4877fec1da
feat(expense-snapshot): REST controller + DI registration
2026-06-25 15:01:38 -07:00
73c52ded88
feat(expense-snapshot): snapshot service with creator-name resolution + tests
2026-06-25 15:00:36 -07:00
f1de8d7ab7
feat(expense-snapshot): add snapshot DTOs
2026-06-25 14:58:53 -07:00
5957d0f45e
feat(expense-snapshot): register snapshot tables + EF migration
2026-06-25 14:58:18 -07:00
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
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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
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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
Chris Chen