feat: include receipt tax amount in match-specific endpoint response

.gitignore

@@ -226,3 +226,4 @@ Thumbs.db
 uploads/
 chequing statement.csv
 test_images/ 
+.cursorrules.md

ai_matcher.py

@@ -107,12 +107,17 @@ class AIMatcher:
         Compare this receipt with this transaction and provide a confidence score (0-1) and brief reason.
         
         Receipt: {receipt.vendor}, ${receipt.amount}, {receipt.receipt_date.strftime('%Y-%m-%d')}
+        Receipt Description: {receipt.description}
+        Receipt Category: {receipt.category}
         Transaction: {transaction.vendor}, ${transaction.amount} (absolute: ${transaction_amount_abs}), {transaction.transaction_date.strftime('%Y-%m-%d')}
+        Transaction Notes: {transaction.notes}
         
         Differences:
         - Date difference: {date_diff} days
         - Amount difference: ${amount_diff} ({amount_percent_diff:.1f}%)
         - Vendor comparison: "{receipt.vendor}" vs "{transaction.vendor}"
+        - Description/Notes comparison: "{receipt.description}" vs "{transaction.notes}"
+        - Category: {receipt.category}
         
         Score this potential match based on how likely it is the correct match:
         
@@ -124,6 +129,8 @@ class AIMatcher:
         - Minimal similarity: 0.1-0.19
         - No meaningful similarity: 0.0-0.09
         
+        Consider description and category similarity in your scoring.
+        
         IMPORTANT: Return ONLY the score and reason separated by a pipe character.
         Format: [score]|[reason]
         Example: 0.85|Same vendor, same amount, 2 days apart

api_models.py

@@ -11,6 +11,7 @@ class ReceiptRequest(BaseModel):
     tax: float
     vendor: str
     category: str
+    description: str
 
 class TransactionRequest(BaseModel):
     id: str
@@ -49,6 +50,9 @@ class MatchResponse(BaseModel):
     match_reason: str
     receipt_vendor: str
     receipt_amount: float
+    receipt_description: str
+    receipt_category: str
+    receipt_tax_amount: float
     transaction_vendor: str
     transaction_amount: float
 
@@ -83,6 +87,7 @@ class DocumentProcessResponse(BaseModel):
     file_id: str
     extraction_success: bool
     vendor: Optional[str] = None
+    description: Optional[str] = None
     total_amount: Optional[float] = None
     tax_amount: Optional[float] = None
     date: Optional[str] = None

document_processor.py

@@ -40,6 +40,7 @@ class DocumentProcessor:
             Analyze this receipt image and extract the following information in JSON format:
             {
                 "vendor": "Store/company name",
+                "description": "Detailed description of items/services purchased",
                 "total_amount": 0.00,
                 "tax_amount": 0.00,
                 "date": "YYYY-MM-DD",
@@ -49,6 +50,7 @@ class DocumentProcessor:
             
             Rules:
             - Extract vendor name as it appears on receipt
+            - Extract description of items/services purchased (e.g., "Coffee and sandwich", "Gasoline", "Office supplies")
             - Total amount should be the final total including tax
             - Tax amount is separate tax line if available
             - Date should be the date on the receipt
@@ -125,6 +127,7 @@ class DocumentProcessor:
             Extract:
             {{
                 "vendor": "Store/company name",
+                "description": "Detailed description of items/services purchased",
                 "total_amount": 0.00,
                 "tax_amount": 0.00,
                 "date": "YYYY-MM-DD",
@@ -134,6 +137,7 @@ class DocumentProcessor:
             
             Rules:
             - Extract vendor name as it appears on receipt
+            - Extract description of items/services purchased (e.g., "Coffee and sandwich", "Gasoline", "Office supplies")
             - Total amount should be the final total including tax
             - Tax amount is separate tax line if available
             - Date should be the date on the receipt
@@ -180,6 +184,7 @@ class DocumentProcessor:
                     
                     # Try to extract individual fields using regex
                     vendor_match = re.search(r'"vendor"\s*:\s*"([^"]*)"', json_str)
+                    description_match = re.search(r'"description"\s*:\s*"([^"]*)"', json_str)
                     total_amount_match = re.search(r'"total_amount"\s*:\s*([0-9.]+)', json_str)
                     tax_amount_match = re.search(r'"tax_amount"\s*:\s*([0-9.]+)', json_str)
                     date_match = re.search(r'"date"\s*:\s*"([^"]*)"', json_str)
@@ -188,6 +193,7 @@ class DocumentProcessor:
                     
                     data = {
                         "vendor": vendor_match.group(1) if vendor_match else "",
+                        "description": description_match.group(1) if description_match else "",
                         "total_amount": float(total_amount_match.group(1)) if total_amount_match else 0.0,
                         "tax_amount": float(tax_amount_match.group(1)) if tax_amount_match else 0.0,
                         "date": date_match.group(1) if date_match else "",
@@ -198,6 +204,7 @@ class DocumentProcessor:
                 # Validate and clean data
                 return {
                     "vendor": str(data.get("vendor", "")).strip(),
+                    "description": str(data.get("description", "")).strip(),
                     "total_amount": float(data.get("total_amount", 0)),
                     "tax_amount": float(data.get("tax_amount", 0)),
                     "date": str(data.get("date", "")).strip(),

google_drive_sync.py

@@ -122,6 +122,7 @@ class GoogleDriveSync:
                     "file_size": file.get('size', 0),
                     "extraction_success": True,
                     "vendor": "Demo Vendor",
+                    "description": "Coffee and sandwich",
                     "total_amount": 25.50,
                     "tax_amount": 2.04,
                     "date": "2024-01-15",

main.py

@@ -252,6 +252,7 @@ async def process_document(file_id: str):
             file_id=file_id,
             extraction_success=receipt_data.get("extraction_success", False),
             vendor=receipt_data.get("vendor", ""),
+            description=receipt_data.get("description", ""),
             total_amount=receipt_data.get("total_amount", 0.0),
             tax_amount=receipt_data.get("tax_amount", 0.0),
             date=receipt_data.get("date", ""),
@@ -350,6 +351,9 @@ async def match_specific_receipts(file_ids: List[str]):
                     # Handle missing category field
                     category = receipt_data.get("category", "Other")
                     
+                    # Handle description field
+                    description = receipt_data.get("description", "")
+                    
                     # Handle tax field
                     tax = receipt_data.get("tax", receipt_data.get("tax_amount", 0.0))
                     try:
@@ -365,7 +369,8 @@ async def match_specific_receipts(file_ids: List[str]):
                         amount=amount,
                         tax=tax,
                         vendor=vendor,
-                        category=category
+                        category=category,
+                        description=description
                     )
                     receipts.append(receipt)
                     logger.info(f"Added receipt: {receipt.vendor} - ${receipt.amount}")
@@ -414,6 +419,9 @@ async def match_specific_receipts(file_ids: List[str]):
                     match_reason=match.match_reason,
                     receipt_vendor=match.receipt.vendor,
                     receipt_amount=match.receipt.amount,
+                    receipt_description=match.receipt.description,
+                    receipt_category=match.receipt.category,
+                    receipt_tax_amount=match.receipt.tax,
                     transaction_vendor=match.transaction.vendor,
                     transaction_amount=match.transaction.amount
                 )

models.py

@@ -12,6 +12,7 @@ class Receipt:
     tax: float
     vendor: str
     category: str
+    description: str
     
 @dataclass
 class Transaction: