Chris Chen
73077295a4
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>
66 lines
3.3 KiB
C#
66 lines
3.3 KiB
C#
using System.ComponentModel.DataAnnotations;
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namespace ROLAC.API.DTOs.Expense;
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/// <summary>Request body for the expense AI assist endpoint.</summary>
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public class ExpenseAiAssistRequest
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{
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/// <summary>The user's free-text expense description (typically Chinese).</summary>
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[Required] public string Text { get; set; } = "";
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/// <summary>The expense amount, used as a hint when classifying the category.</summary>
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public decimal Amount { get; set; }
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}
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/// <summary>
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/// AI suggestion for an expense: an English translation of the description plus a proposed
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/// major category (大項) and sub-category (系項). Category ids are null when the model could
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/// not confidently classify or returned an id outside the live catalog.
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/// </summary>
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public class ExpenseAiSuggestion
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{
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public string? EnglishDescription { get; set; }
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/// <summary>Typo-corrected, refined Traditional Chinese description.</summary>
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public string? ChineseDescription { get; set; }
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public int? GroupId { get; set; }
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public int? SubCategoryId { get; set; }
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/// <summary>Bilingual label of the suggested group, e.g. "Consumables / 消耗品".</summary>
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public string? GroupLabel { get; set; }
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/// <summary>Bilingual label of the suggested sub-category, e.g. "Batteries / 電池".</summary>
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public string? SubLabel { get; set; }
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/// <summary>Model self-reported confidence in the classification, 0..1.</summary>
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public double Confidence { get; set; }
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}
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/// <summary>
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/// Request body for the expense-category AI assist endpoint: refine the name, translate to English,
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/// and suggest a Form 990 line for an expense category (大項/小項) being defined or edited.
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/// </summary>
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public class ExpenseCategoryAiRequest
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{
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/// <summary>The user-typed Chinese name (the primary input).</summary>
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public string Name_zh { get; set; } = "";
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/// <summary>The English name, if already typed (extra context for the model).</summary>
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public string? Name_en { get; set; }
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/// <summary>"group" (大項) or "sub" (小項); selects the prompt framing.</summary>
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public string Level { get; set; } = "group";
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/// <summary>For a sub-category: the parent group's bilingual name, used for context.</summary>
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public string? ParentGroupName { get; set; }
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/// <summary>For a sub-category: the parent group's mapped Form 990 line id, used to bias the choice.</summary>
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public int? ParentForm990LineId { get; set; }
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}
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/// <summary>
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/// AI suggestion for an expense category: a refined Chinese name, an English translation, and a
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/// proposed Form 990 line. Line fields are null when the model returned an id outside the live catalog.
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/// </summary>
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public class CategoryAiSuggestion
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{
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/// <summary>Typo-corrected, refined Traditional Chinese name.</summary>
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public string? ChineseName { get; set; }
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public string? EnglishName { get; set; }
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public int? Form990LineId { get; set; }
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/// <summary>Bilingual label of the suggested line, e.g. "16 — Occupancy / 場地".</summary>
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public string? Form990LineLabel { get; set; }
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/// <summary>Model self-reported confidence in the mapping, 0..1.</summary>
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public double Confidence { get; set; }
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}
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