teatea-pension/.trellis/tasks/07-09-ai-fee-frontend/prd.md

AI Presentation And Fee Workspace PRD

Goal

Make the product presentation-ready by clarifying and stabilizing the visible AI workflows, then add a complete-looking fee management workspace that behaves like a normal product feature without exposing implementation shortcuts in the UI.

Background

• The current elder AI analysis no longer calls an external model provider. modules/ai/server/analysis.ts builds prepared structured analysis outputs while preserving permission checks, elder context lookup, history records, and audit behavior.
• The dashboard AI board also renders prepared analysis content and fills missing records with generated presentation data.
• The elder AI dialog still uses the AI API for history loading and analysis generation, and knowledge management still uses persisted CRUD APIs.
• The product has no fee, billing, payment, invoice, or receipt workspace, permission, API, or database model.
• Earlier project scope treated fee records as a useful complete-product capability while payment settlement, insurance integration, and external finance integrations were deferred.

Requirements

1. Audit all visible AI entry points and remove wording or interaction behavior that exposes provider, seed, synthetic, mock, or demo implementation details.
2. Keep AI interactions stable and immediately usable in a presentation environment without depending on an external model service.
3. Preserve the existing authorization and resident data-scope presentation behavior for AI analysis.
4. Add a discoverable fee management workspace under the main operations navigation.
5. Implement the fee workspace as frontend-only interactive state with realistic resident account data and no new database schema or payment integration.
6. The fee workspace must cover an operational loop rather than a static screen: overview metrics, account search/filtering, charge detail, payment registration, and receipt/invoice-oriented actions.
7. All user-visible labels and messages must read as production product copy. Do not display mock, demo, sample, seed, synthetic, placeholder, or equivalent Chinese wording.
8. Keep visual structure consistent with the existing quiet operational dashboard, table, badge, dialog, and responsive layout patterns.

Acceptance Criteria

• Every visible AI route and action has been classified as prepared/local, persisted backend, or external-provider dependent, and the final visible workflow has no external-provider dependency.
• Elder AI analysis opens with usable history, can produce a new structured result, and never exposes implementation-specific wording.
• Knowledge management remains coherent with the chosen AI presentation scope and contains no technical copy about local retrieval chunks or provider configuration.
• A 费用管理 navigation entry opens in both scoped and unscoped workspace routes.
• The fee page shows realistic totals for receivables, collected amount, outstanding amount, and overdue accounts.
• Users can search and filter resident accounts, open a statement/detail view, register a payment, and see the affected account totals/status update in the current browser session.
• Users can invoke receipt or invoice-oriented actions with credible success feedback and without dead controls.
• The fee workspace is usable at desktop and mobile widths without overlapping controls or clipped text.
• Lint, type-check, focused tests, production build, and browser smoke verification pass.

Out Of Scope

• Persisting fee data to PostgreSQL.
• Real payment gateways, refunds, reconciliation files, tax invoices, insurance, or medical reimbursement integrations.
• Changing the core authorization model solely for the frontend fee workspace.
• Adding a new external AI provider path or restoring model calls.