Update matching logic: AI scores all candidates, lower threshold, absolute amount, prompt improvements

ai_rules.py

@@ -0,0 +1,63 @@
+from dataclasses import dataclass
+from typing import Dict, Any, List
+import config
+from models import Receipt, Transaction
+
+@dataclass
+class AIRule:
+    name: str
+    condition: str
+    action: str
+    source: str
+    status: str = "active"
+
+class AIRulesEngine:
+    def __init__(self):
+        self.rules: List[AIRule] = []
+        self._load_default_rules()
+    
+    def _load_default_rules(self):
+        self.rules = [
+            AIRule("exact_amount_match", "amount_diff <= 0.01", "auto_approve", "system"),
+            AIRule("same_vendor_same_date", "vendor_match and date_diff <= 1", "high_confidence", "system"),
+            AIRule("gas_station_pattern", "vendor contains 'gas' or 'fuel'", "categorize_transport", "system")
+        ]
+    
+    def apply_rules(self, receipt: Receipt, transaction: Transaction) -> Dict[str, Any]:
+        results = {"auto_approve": False, "confidence_boost": 0, "category": None}
+        
+        for rule in self.rules:
+            if rule.status != "active":
+                continue
+                
+            if self._evaluate_condition(rule.condition, receipt, transaction):
+                self._execute_action(rule.action, results, receipt, transaction)
+        
+        return results
+    
+    def _evaluate_condition(self, condition: str, receipt: Receipt, transaction: Transaction) -> bool:
+        amount_diff = abs(receipt.amount - transaction.amount)
+        date_diff = abs((receipt.receipt_date - transaction.transaction_date).days)
+        vendor_match = receipt.vendor.lower() in transaction.vendor.lower() or transaction.vendor.lower() in receipt.vendor.lower()
+        
+        return eval(condition, {
+            "amount_diff": amount_diff,
+            "date_diff": date_diff,
+            "vendor_match": vendor_match,
+            "receipt": receipt,
+            "transaction": transaction
+        })
+    
+    def _execute_action(self, action: str, results: Dict[str, Any], receipt: Receipt, transaction: Transaction):
+        if action == "auto_approve":
+            results["auto_approve"] = True
+        elif action == "high_confidence":
+            results["confidence_boost"] += 0.2
+        elif action == "categorize_transport":
+            results["category"] = "Transportation"
+    
+    def add_rule(self, rule: AIRule):
+        self.rules.append(rule)
+    
+    def remove_rule(self, rule_name: str):
+        self.rules = [r for r in self.rules if r.name != rule_name]