Commit Graph

33 Commits

Author SHA1 Message Date
Chris Chen fb95bf0048 feat(1099): add 1099 recipient picker to expense form
Add optional payeeId to CreateExpenseRequest + ExpenseListItemDto
frontend models. In the expense form dialog: inject Payee1099ApiService,
load active payees on init, add payeeId to the form state, pre-populate
it from expense.payeeId in edit mode, and include it in the emitSave
payload. Render a "1099 Recipient / 1099 收款人" Kendo DropdownList
(textField=legalName, valueField=id, [valuePrimitive]="true",
md:col-span-2) inside the vendor-mode ng-container below Vendor Name
and Check #.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 17:50:25 -07:00
Chris Chen d8e6f3ed61 feat(1099): add 1099 box dropdowns to category admin page
Mirror the 990-line dropdown in both the group and subcategory edit
dialogs: add form1099BoxId to the frontend group/subcategory DTOs and
request interfaces, load boxes via a new getForm1099Boxes() method on
ExpenseCategoryApiService (same label pattern as getForm990Lines:
"boxCode — name_en / name_zh"), wire form1099BoxId into all
open/edit/save paths, and render a side-by-side "1099 Box / 1099 框"
Kendo DropdownList with [valuePrimitive]="true" and "— none —" default.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 17:50:12 -07:00
Chris Chen 55543af5e1 checks
ci-cd-vm / ci-cd (push) Successful in 2m17s
2026-06-25 15:51:52 -07:00
Chris Chen 44a7dcf089 refactor(expense-form): remove dead empty per-line AI assist scaffold
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:18:28 -07:00
Chris Chen 41dce076d6 feat(expense-snapshot): snapshot management page (rename/delete)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:14:16 -07:00
Chris Chen 315d85ddcc feat(expense-snapshot): load/save snapshot in vendor payment form
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:13:09 -07:00
Chris Chen bc827e8b60 feat(expense-snapshot): frontend model + api service with tests
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:11:32 -07:00
Chris Chen 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
Chris Chen bdccb79029 WIP 2026-06-25 12:47:14 -07:00
Chris Chen a89e936f4d Implement AI 2026-06-25 11:11:26 -07:00
Chris Chen fa3e75a333 add approve.
ci-cd-vm / ci-cd (push) Successful in 2m24s
2026-06-25 10:22:01 -07:00
Chris Chen 8bdb942a49 update detail.
ci-cd-vm / ci-cd (push) Successful in 4m27s
2026-06-25 09:33:49 -07:00
Chris Chen f79dab163d feat(web): functional-class override on the expense form 2026-06-24 19:43:03 -07:00
Chris Chen 4438c351e2 feat(web): map expense categories to Form 990 lines in the category admin page
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 19:38:17 -07:00
Chris Chen 3f61e9ceaf feat(web): add Form990Report permission and expense functional-class/line fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 19:33:37 -07:00
Chris Chen 2e226e60f5 update mobile view.
ci-cd-vm / ci-cd (push) Failing after 1m13s
2026-06-23 14:18:55 -07:00
Chris Chen 68649223d9 update mobile view. 2026-06-23 14:15:20 -07:00
Chris Chen 47aec287aa update mobile view for expense. 2026-06-23 13:49:38 -07:00
Chris Chen 5dfca873dd update for shrink image size.
ci-cd-vm / ci-cd (push) Successful in 1m23s
2026-06-23 13:30:20 -07:00
Chris Chen 62592c29ae Add audit logs.
ci-cd-vm / ci-cd (push) Successful in 4m2s
2026-06-23 12:13:47 -07:00
Chris Chen 870eeec82a Add role control 2026-06-23 07:19:08 -07:00
Chris Chen 3558c67fd7 WIP 2026-06-20 17:51:33 -07:00
Chris Chen 769597d769 refactor finance. 2026-05-29 23:56:29 -07:00
Chris Chen 9a94e3b09e feat(i18n): bilingual ministry/category/status dropdowns on expense pages
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-29 22:27:00 -07:00
Chris Chen 4e15e9f630 feat(i18n): compute bilingual label on giving/ministry/expense-category lookups 2026-05-29 22:06:09 -07:00
Chris Chen 95008788f3 feat(expense): wire routes + sidebar nav for expense pages
Also fix kendo-grid [total] binding in expenses-page template by
switching to GridDataResult object form ({ data, total }) on [data].

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:59:25 -07:00
Chris Chen f5ff03260b feat(expense): add monthly reconciliation statement page
Implements Task 16 — MonthlyStatementPageComponent with Kendo Grid list
(year filter), create/edit dialog (server-computed totals preview), and
finalize action that locks the statement.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:56:14 -07:00
Chris Chen aa77f2051a feat(expense): add finance expenses overview + review page 2026-05-29 18:53:39 -07:00
Chris Chen 4704d33b4a fix(expense): authenticated receipt download + correct delete confirm
The receipt <a href target=_blank> was an unauthenticated browser navigation
that the API's [Authorize] rejects with 401. Replace with a HttpClient blob
download (downloadReceipt) so the auth interceptor attaches the JWT, opened
via an object URL. Also fix the delete button: confirm() must run inside the
component method (matching givings-page), not as a template expression where
confirm is not a component member.
2026-05-29 18:51:04 -07:00
Chris Chen 18b9707e44 feat(expense): add member self-service My Reimbursements page
Standalone Angular component (Kendo Grid + ExpenseFormDialog) that lets
any logged-in user list, create, submit, and delete their own draft
reimbursements, with optional receipt upload.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:48:42 -07:00
Chris Chen 1bb9da16d4 feat(expense): add reusable expense form dialog with category cascade
Standalone ExpenseFormDialogComponent with Ministry → Category Group → SubCategory
cascade, vendor/reimbursement modes, optional member picker (MemberApiService
search-as-you-type), and receipt file input. Emits CreateExpenseRequest + File.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:46:34 -07:00
Chris Chen 3188064335 feat(expense): add expense categories management page 2026-05-29 18:43:19 -07:00
Chris Chen 04b05617b8 feat(expense): add frontend models + API services
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:40:22 -07:00