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[P5][AI] Natural language finance query interface (Claude API) #65

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opened 2026-05-26 01:33:51 +00:00 by ChrisChen · 0 comments
ChrisChen commented 2026-05-26 01:33:51 +00:00
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Overview

Finance staff and pastors can query financial data using plain English or Chinese questions.

Example Queries

'How much tithe did we receive this year vs last year?', 'What was Catering ministry total expense in Q1?', 'Which months had highest offering in 2026?'

Tasks

  • Claude API: translate natural language question -> safe read-only SQL
  • Execute query against giving and expense data
  • Return human-readable answer + supporting data table
  • Restrict to finance and pastor roles
  • Log all queries for auditability

Reference

PLANNING.md Section 3.11 - AI giving insights / natural language query

## Overview Finance staff and pastors can query financial data using plain English or Chinese questions. ## Example Queries 'How much tithe did we receive this year vs last year?', 'What was Catering ministry total expense in Q1?', 'Which months had highest offering in 2026?' ## Tasks - [ ] Claude API: translate natural language question -> safe read-only SQL - [ ] Execute query against giving and expense data - [ ] Return human-readable answer + supporting data table - [ ] Restrict to finance and pastor roles - [ ] Log all queries for auditability ## Reference PLANNING.md Section 3.11 - AI giving insights / natural language query
ChrisChen added this to the Phase 5 - App Store and AI Integration milestone 2026-05-26 01:33:51 +00:00
ChrisChen added the module: reportsmodule: ai labels 2026-05-26 01:33:51 +00:00
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module: ai
AI integration (Claude API, Phase 5)
 module: attendance
Sunday attendance tracking
 module: audit-log
Immutable audit log
 module: auth
Authentication, JWT, ASP.NET Identity
 module: cell-groups
Cell groups, meetings, attendance
 module: cms
Public website CMS (rolac.org, bilingual)
 module: devops
Infrastructure, Docker, CI/CD, Jenkins
 module: expense
Expense tracking and reimbursements
 module: giving
Donations, tithing, annual receipts
 module: members
Member CRUD, family units, search
 module: prayer
Prayer requests and visibility scopes
 module: rbac
Roles, permissions, Ministry Scope
 module: reports
Reports and analytics
 module: roster
Service roster and scheduling
No Label module: ai module: reports
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Reference: ChrisChen/ROLAC#65
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