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

api_models.py

@@ -0,0 +1,101 @@
+from pydantic import BaseModel
+from datetime import datetime
+from typing import List, Optional
+
+class ReceiptRequest(BaseModel):
+    id: str
+    file_name: str
+    upload_date: datetime
+    receipt_date: datetime
+    amount: float
+    tax: float
+    vendor: str
+    category: str
+
+class TransactionRequest(BaseModel):
+    id: str
+    transaction_date: datetime
+    amount: float
+    vendor: str
+    notes: str
+
+# New: QuickBooks specific models
+class QuickBooksTransaction(BaseModel):
+    """Raw QuickBooks transaction data"""
+    id: str
+    txn_date: str  # QuickBooks date format
+    amount: float
+    payee_name: str  # QuickBooks vendor field
+    memo: Optional[str] = None
+    account_name: Optional[str] = None
+    txn_type: Optional[str] = None
+
+class QuickBooksImportRequest(BaseModel):
+    """Request to import QuickBooks transactions"""
+    transactions: List[QuickBooksTransaction]
+    date_range: Optional[dict] = None
+    account_filter: Optional[str] = None
+
+class QuickBooksImportResponse(BaseModel):
+    """Response from QuickBooks import"""
+    imported_count: int
+    converted_transactions: List[TransactionRequest]
+    errors: List[str] = []
+
+class MatchResponse(BaseModel):
+    receipt_id: str
+    transaction_id: str
+    confidence_score: float
+    match_reason: str
+    receipt_vendor: str
+    receipt_amount: float
+    transaction_vendor: str
+    transaction_amount: float
+
+class MatchingRequest(BaseModel):
+    receipts: List[ReceiptRequest]
+    transactions: List[TransactionRequest]
+
+class MatchingResponse(BaseModel):
+    matches: List[MatchResponse]
+    stats: dict
+
+class ApprovalRequest(BaseModel):
+    match_id: str
+    user_id: str
+    action: str  # "approve" or "reject"
+    reason: Optional[str] = None
+
+class RuleRequest(BaseModel):
+    name: str
+    condition: str
+    action: str
+    source: str = "user"
+
+class DocumentUploadResponse(BaseModel):
+    file_id: str
+    filename: str
+    file_type: str
+    upload_date: datetime
+    status: str
+
+class DocumentProcessResponse(BaseModel):
+    file_id: str
+    extraction_success: bool
+    vendor: Optional[str] = None
+    total_amount: Optional[float] = None
+    tax_amount: Optional[float] = None
+    date: Optional[str] = None
+    category: Optional[str] = None
+    confidence: Optional[float] = None
+    error: Optional[str] = None
+
+class DriveSyncRequest(BaseModel):
+    folder_id: Optional[str] = None
+    auto_process: bool = True
+
+class DriveSyncResponse(BaseModel):
+    files_processed: int
+    successful_extractions: int
+    failed_extractions: int
+    results: List[DocumentProcessResponse]