Payment Application - chat to CorePIlot

Why

Payment applications (valuations) are critical monthly snapshots of project financial status. Users need to chat about certification gaps, retention, historical trends, and supplier claims. Questions like "What's the gap between applied and certified this period?" or "Show payment application history for cost code 02" require detailed valuation context.

What

Index payment application data to enable queries about:

Valuation summaries (numbers, dates, total values)
Line item details (BoQ items, claimed vs certified amounts)
Retention calculations and release status
Variations included in each application
Period-over-period trends
Supplier-specific applications

How

Data indexing (coreloops-ai)

Vector DB seeding:

Extract payment application data from DB
Structure context documents:
Application header: valuation number, date, supplier, total applied/certified
Line items: BoQ references, quantities, rates, applied %, certified %
Retention: amount held, cumulative retention, release dates
Variations: VOs included, amounts
Summary metrics: total applied, certified, gap, retention
Historical comparison: vs previous application, cumulative totals
Generate embeddings for search
Update on application submission/certification

Query capabilities:

Filter by: application number, supplier, date, status
Aggregate: total applied, certified, gaps, retention held
Trend: period-over-period changes, cumulative progression
Drill-down: specific cost codes, BoQ items within applications

Chat prompts

Sample queries to support:

"Show the latest payment application status"
"What's the certification gap in valuation #8?"
"List all payment applications from [supplier]"
"Show retention held across all applications"
"Compare this month's application to last month"
"Which line items were reduced in certification?"
"What's the total uncertified work in progress?"

Dependencies

COR-1267: Parent chat interface
COR-1398: Tenant data guardrails
Payment application data model
Variation linkage
Retention calculation logic

Acceptance Criteria

[ ] All payment applications indexed with line item detail
[ ] Users can query applications by number, supplier, date
[ ] Chat calculates certification gaps (applied vs certified)
[ ] Retention amounts surfaced in responses
[ ] Variations included in applications shown
[ ] Period-over-period comparisons available
[ ] Drill-down to specific cost codes and BoQ items
[ ] Uncertified WIP calculated correctly
[ ] Historical application data accessible
[ ] Queries scoped to tenant and project permissions
[ ] Context updates on new applications and certifications