Commit Graph

10 Commits

Author SHA1 Message Date
Chris Chen f1de8d7ab7 feat(expense-snapshot): add snapshot DTOs 2026-06-25 14:58:53 -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 b6b110254a feat(expense): add per-expense FunctionalClass override 2026-06-24 19:05:07 -07:00
Chris Chen 971bf165cc feat(expense): map category group/subcategory to Form 990 lines 2026-06-24 18:53:13 -07:00
Chris Chen 769597d769 refactor finance. 2026-05-29 23:56:29 -07:00
Chris Chen 15cdfe6f92 feat(expense): add expense, category, and monthly-statement DTOs 2026-05-29 18:21:52 -07:00