Files
ds_quickbooks/matching_engine.py
T
bolade 1f530da7c4 Refactor main application structure and improve logging
- Reorganized imports in main.py for better readability and structure.
- Enhanced logging configuration and added more detailed log messages throughout the application.
- Improved error handling and response formatting in transaction import endpoints.
- Streamlined transaction processing logic for CSV and image uploads.
- Updated matching engine to enhance match results with rules and improved logging.
- Refactored tax rules engine for better clarity and maintainability.
- Cleaned up requirements.txt by removing specific versioning for easier dependency management.
2025-08-06 16:12:53 +01:00

90 lines
3.0 KiB
Python

from typing import Any, Dict, List
from ai_matcher import AIMatcher
from ai_rules import AIRulesEngine
from feedback_logger import FeedbackLogger
from models import Match, Receipt, Transaction
class MatchingEngine:
def __init__(self):
self.ai_matcher = AIMatcher()
self.rules_engine = AIRulesEngine()
self.feedback_logger = FeedbackLogger()
def process_matching(
self, receipts: List[Receipt], transactions: List[Transaction]
) -> List[Match]:
# Get AI matches
ai_matches = self.ai_matcher.match_receipts_to_transactions(
receipts, transactions
)
# Apply rules and enhance matches
enhanced_matches = []
for match in ai_matches:
enhanced_match = self._enhance_match_with_rules(match)
enhanced_matches.append(enhanced_match)
return enhanced_matches
def _enhance_match_with_rules(self, match: Match) -> Match:
rule_results = self.rules_engine.apply_rules(match.receipt, match.transaction)
# Apply confidence boost from rules
if rule_results["confidence_boost"] > 0:
match.confidence_score = min(
1.0, match.confidence_score + rule_results["confidence_boost"]
)
# Auto-approve if rules say so
if rule_results["auto_approve"]:
match.confidence_score = 1.0
match.match_reason += " (Auto-approved by rules)"
# Add tax analysis to match
if rule_results.get("tax_analysis"):
match.tax_analysis = rule_results["tax_analysis"]
return match
def approve_match(self, match: Match, user_id: str):
# Log the approval
self.feedback_logger.log_override(
transaction_id=match.transaction.id,
original_match=f"AI Score: {match.confidence_score}",
correction="Approved",
reason="User approved match",
user_id=user_id,
)
def reject_match(self, match: Match, reason: str, user_id: str):
# Log the rejection
self.feedback_logger.log_override(
transaction_id=match.transaction.id,
original_match=f"AI Score: {match.confidence_score}",
correction="Rejected",
reason=reason,
user_id=user_id,
)
def get_matching_stats(self, matches: List[Match]) -> Dict[str, Any]:
if not matches:
return {
"total": 0,
"high_confidence": 0,
"low_confidence": 0,
"avg_score": 0,
}
high_confidence = len([m for m in matches if m.confidence_score >= 0.8])
low_confidence = len([m for m in matches if m.confidence_score < 0.8])
avg_score = sum(m.confidence_score for m in matches) / len(matches)
return {
"total": len(matches),
"high_confidence": high_confidence,
"low_confidence": low_confidence,
"avg_score": round(avg_score, 3),
}