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AI features for the owner

Related code: app/graphql/chats/, app/ai/.

The chat infra is already wired (OpenAI / Anthropic / DeepSeek). These items make it earn its keep.

Items

  • "Pregúntale a Cifras" — natural language Q&A over the tenant's data.
  • Acceptance: ask "¿Cuánto le vendí a Almacén X este año vs el pasado?" → grounded answer with citation to the underlying rows; refuses out-of-scope.
  • Anomaly detector.
  • Acceptance: nightly job flags spend / sales / margin outliers per category; surfaces via WhatsApp + notification centre.
  • Cash forecast (ML) — 90-day projection from invoice due dates + historical pay-behaviour per client.
  • Acceptance: per-client expected-pay-date estimate based on history; aggregate forecast line on home with confidence band.
  • Late-payer score per client on the invoice form and client detail.
  • Acceptance: 1–5 score; tooltip explains "Paga 12 días tarde en promedio sobre 28 facturas".
  • Margin alerts — "vendiste por debajo del costo".
  • Acceptance: pre-save check on invoice line; warns at save time; weekly digest of negative-margin invoices.
  • Auto-suggest item + price + tax rate as user types invoice lines.
  • Acceptance: type-ahead trained per tenant on past invoices for the same client; one-tap to accept the full line.
  • "Cierre asistido" — period close walks the owner through what needs to happen (bank recon, unfiled retentions, missing receipts) with AI explanation per step.
  • Acceptance: period-close UI shows a checklist with AI commentary on each blocker.
  • Auto-categorisation of new expenses + supplier invoices using past behaviour.
  • Acceptance: confidence ≥ threshold → auto-set category and expense account; user reviews queue when below threshold.

Shipped

None yet.