Commit Graph

23 Commits

Author SHA1 Message Date
michael f6535908fe added unmatched transactions 2025-11-17 14:43:54 +00:00
michael 8d745c1f8e refactor: update model initialization to use settings.model across services 2025-11-11 12:02:08 +00:00
michael 85fafae311 added a server manager 2025-10-29 14:27:44 +00:00
bolade fa25f7bafd removed dollar sign 2025-10-23 23:13:10 +01:00
bolade 2f917ec085 Added source column 2025-10-23 23:11:13 +01:00
bolade 7296d09319 Added quickbooks data 2025-10-23 19:38:59 +01:00
michael 01aa2efa43 Implement code changes to enhance functionality and improve performance 2025-10-13 17:06:03 +00:00
michael c8da3c61ca Implement code changes to enhance functionality and improve performance 2025-10-10 17:18:52 +00:00
michael 3559cbe19d Add test script for JSON extraction functionality
This commit introduces a new test script, `test_json_extraction.py`, which verifies the correctness of the JSON extraction logic. The script includes a function to extract the first valid JSON object from raw input and a series of test cases covering various scenarios, such as clean JSON, JSON with extra text, nested JSON, and escaped quotes. The tests ensure that the extraction function behaves as expected and handles edge cases appropriately.
2025-10-09 19:56:22 +00:00
bolade 2e020437a8 Add AI rules support for document processing and matching; enhance tax analysis with flag_for_review and auto_approve fields 2025-10-08 00:12:09 +01:00
bolade f582110674 Add name_of_asset field to receipt processing and update related logic in DocumentProcessor 2025-10-07 20:35:43 +01:00
bolade 5116fb5efb Enhance tax extraction rules in DocumentProcessor to clarify handling of explicit and unclear tax amounts on receipts 2025-10-07 12:44:27 +01:00
bolade b2bf631448 Refactor document processing endpoint to accept file_id as a path parameter and update related logic; modify DocumentProcessRequest to make file_id optional; add clarification to tax processing rules in DocumentProcessor. 2025-10-07 12:36:04 +01:00
bolade 659ca4ff15 Add user location support for tax calculations in document processing 2025-10-07 12:03:26 +01:00
bolade d8315f13ac Add new fields for tax and depreciation in receipt processing
- Introduced fields: receipt_location, calculated_tax, is_depreciable, cca_rate, useful_life, and residual_value in DBReceipt model.
- Updated process_document function to handle new receipt data attributes.
- Enhanced DocumentProcessResponse schema to include new fields.
- Updated document processing rules to incorporate tax calculation based on location and depreciation rules.
2025-10-07 11:15:26 +01:00
michael 823c05f78d Implement code changes to enhance functionality and improve performance 2025-10-05 23:38:03 +00:00
bolade c2a7c5a087 Add manual tax calculator for rule-based tax analysis and integrate with matching engine 2025-10-05 20:48:05 +01:00
bolade e3f610e01a Refine JSON response handling in batch analysis to exclude markdown code blocks and improve extraction logic 2025-10-05 20:36:47 +01:00
bolade 7c412bcf9e Enhance batch processing in LLMTaxAnalyzer with fallback to individual analysis on failure 2025-10-05 20:03:46 +01:00
bolade ae200bd30f Implement batch processing for LLM-based tax analysis and enhance match confidence scoring 2025-10-05 19:38:34 +01:00
bolade c45e3fa791 Add user location support and tax analysis enhancements
- Introduced user location extraction from user tax info for improved matching.
- Normalized user location to province codes for tax calculations.
- Updated MatchResponse schema to include tax analysis data.
- Enhanced LLMTaxAnalyzer to handle various location formats and provide fallback logic.
2025-10-05 18:34:35 +01:00
bolade c78c4c6fe9 Enhance receipt matching by adding user location support and implementing LLM-based tax analysis rules 2025-10-05 13:25:55 +01:00
michael 3d48cf0385 Add requirements.txt with essential dependencies for the project 2025-10-05 11:29:45 +00:00