Improve AI matching to show ALL potential matches with confidence scores

This commit is contained in:
Iyeoluwa Akinrinola
2025-07-02 21:15:33 +01:00
parent 08386f8544
commit 58d579700e
+24 -18
View File
@@ -13,33 +13,33 @@ class AIMatcher:
matches = []
for receipt in receipts:
best_match = self._find_best_match(receipt, transactions)
if best_match:
matches.append(best_match)
# Get ALL potential matches for this receipt, not just the best one
receipt_matches = self._find_all_matches(receipt, transactions)
matches.extend(receipt_matches)
return sorted(matches, key=lambda x: x.confidence_score, reverse=True)
def _find_best_match(self, receipt: Receipt, transactions: List[Transaction]) -> Match:
def _find_all_matches(self, receipt: Receipt, transactions: List[Transaction]) -> List[Match]:
"""Find ALL potential matches for a receipt, not just the best one"""
candidates = self._filter_candidates(receipt, transactions)
if not candidates:
return None
return []
best_match = None
highest_score = 0
matches = []
for transaction in candidates:
score, reason = self._calculate_match_score(receipt, transaction)
if score > highest_score and score >= config.CONFIDENCE_THRESHOLD:
highest_score = score
best_match = Match(receipt, transaction, score, reason)
# Include ALL matches regardless of score - let the user decide
match = Match(receipt, transaction, score, reason)
matches.append(match)
return best_match
return matches
def _filter_candidates(self, receipt: Receipt, transactions: List[Transaction]) -> List[Transaction]:
# Return ALL transactions - let the AI decide on scoring
# Only filter out transactions with completely different amounts (>50% difference) to avoid obvious mismatches
# Return MOST transactions - let the AI decide on scoring
# Only filter out transactions with completely different amounts (>100% difference) to avoid obvious mismatches
candidates = []
amount_threshold = receipt.amount * 0.5 # 50% threshold for obvious mismatches
amount_threshold = receipt.amount * 1.0 # 100% threshold - more inclusive
for transaction in transactions:
# Use absolute value for transaction amount comparison
@@ -68,16 +68,22 @@ class AIMatcher:
- Amount difference: ${amount_diff} ({amount_percent_diff:.1f}%)
- Vendor comparison: "{receipt.vendor}" vs "{transaction.vendor}"
Scoring guidelines:
IMPORTANT: Score ALL potential matches, even imperfect ones. The score should reflect how likely this is a match:
- Perfect matches (same vendor, amount, date): 0.95-1.0
- High confidence (minor differences): 0.8-0.94
- Medium confidence (moderate differences): 0.6-0.79
- Low confidence (significant differences): 0.4-0.59
- Very low confidence (major differences): 0.2-0.39
- No match: 0.0-0.19
- No meaningful similarity: 0.0-0.19
Consider vendor name similarity, amount accuracy, and date proximity.
Score based on your discretion - even imperfect matches should get scores if there's reasonable similarity.
Examples:
- Same vendor, same amount, 11 days apart: 0.7-0.8
- Similar vendor name, same amount, same date: 0.8-0.9
- Same vendor, 10% amount difference, same date: 0.6-0.7
- Different vendor, same amount, same date: 0.3-0.4
Consider vendor name similarity, amount accuracy, and date proximity. Even imperfect matches should get reasonable scores if there's any meaningful similarity.
Return only: score|reason
"""