bolade
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  • Joined on 2025-04-14
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bolade pushed to version_two at bolade/ds_quickbooks 2025-10-09 19:57:09 +00:00
3559cbe19d Add test script for JSON extraction functionality
bolade pushed to version_three at bolade/Anton_wireframe 2025-10-08 21:24:15 +00:00
75fc8666ca feat: Update investors database to reflect recent changes
bolade pushed to version_three at bolade/Anton_wireframe 2025-10-08 18:22:24 +00:00
64f9364fcd feat: Integrate Folk CRM API for investor synchronization and compatibility scoring
bolade pushed to version_three at bolade/Anton_wireframe 2025-10-08 13:20:25 +00:00
cefe89bb67 feat: Update query endpoint to return paginated investment responses with fund details
58722f1102 feat: Enhance investor and company parsing with asynchronous batch processing
be6fde9ba2 feat: Simplify company profile processing to only extract founded_year and key_executives
37e1ad01c4 feat: Update investor and fund schemas for streamlined investment responses
faf92a3b47 feat: Implement pagination for companies, investors, and projects endpoints
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bolade pushed to version_two at bolade/ds_quickbooks 2025-10-07 23:12:42 +00:00
2e020437a8 Add AI rules support for document processing and matching; enhance tax analysis with flag_for_review and auto_approve fields
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-07 19:37:16 +00:00
f582110674 Add name_of_asset field to receipt processing and update related logic in DocumentProcessor
bolade pushed to version_three at bolade/Anton_wireframe 2025-10-07 19:02:28 +00:00
84e3c7b72a feat: Implement database ingestion for investors and companies
a9589e54f3 feat: Refactor Fund schema to use many-to-many relationships for investment stages and sectors
d341cacb9a Refactor investor and fund schemas to support new check size range
c0fbbdd917 Implement manual JSON parsing for company profiles; enhance data extraction and processing efficiency; add comprehensive test script for validation
1f3f08e80d Remove deprecated stage_focus column and update database path for consistency; add schema verification script and document schema mismatch fixes
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bolade pushed to version_two at bolade/ds_quickbooks 2025-10-07 13:24:23 +00:00
5116fb5efb Enhance tax extraction rules in DocumentProcessor to clarify handling of explicit and unclear tax amounts on receipts
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-07 11:36:36 +00:00
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.
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-07 11:03:58 +00:00
659ca4ff15 Add user location support for tax calculations in document processing
d8315f13ac Add new fields for tax and depreciation in receipt processing
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bolade pushed to version_three at bolade/Anton_wireframe 2025-10-06 13:08:28 +00:00
cd7172ed9f Add test script for manual JSON parser with LLM currency conversion
c199f5423a Refactor code structure for improved readability and maintainability
a2b3ceedbe Added funds table
3842171549 Update .gitignore to exclude preprocessor directory; refactor find_similar_investors function to improve similarity scoring based on investor characteristics and add limit parameter for results.
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bolade created branch version_three in bolade/Anton_wireframe 2025-10-06 13:08:22 +00:00
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 23:38:50 +00:00
823c05f78d Implement code changes to enhance functionality and improve performance
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 19:48:31 +00:00
c2a7c5a087 Add manual tax calculator for rule-based tax analysis and integrate with matching engine
e3f610e01a Refine JSON response handling in batch analysis to exclude markdown code blocks and improve extraction logic
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bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 19:04:17 +00:00
7c412bcf9e Enhance batch processing in LLMTaxAnalyzer with fallback to individual analysis on failure
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 18:38:57 +00:00
ae200bd30f Implement batch processing for LLM-based tax analysis and enhance match confidence scoring
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 17:34:58 +00:00
c45e3fa791 Add user location support and tax analysis enhancements
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 12:26:31 +00:00
c78c4c6fe9 Enhance receipt matching by adding user location support and implementing LLM-based tax analysis rules
bolade pushed to version_two at bolade/ds_quickbooks 2025-10-05 11:30:35 +00:00
3d48cf0385 Add requirements.txt with essential dependencies for the project
bolade created branch version_two in bolade/ds_quickbooks 2025-10-05 11:30:31 +00:00