Commit graph

7 commits

Author SHA1 Message Date
patrick-motsch
a6be2b90e0 improve bank extraction retry + auto-matching for bank documents
Made-with: Cursor
2026-03-01 21:54:56 +01:00
patrick-motsch
f8137e857a Add document type, payment data and detailed descriptions to trustee positions
Extend TrusteePosition with documentType, payeeIban, payeeName, payeeBic, paymentReference and dueDate fields. Overhaul AI extraction prompts to capture full document details in desc (line items, addresses, conditions), extract QR/ESR payment references and IBAN from invoices, and tag each record with its documentType. Sanitise and normalise all new fields on write.

Made-with: Cursor
2026-03-01 10:14:46 +01:00
patrick-motsch
a527806436 Harden trustee position ingestion and auto-clean corrupt records.
Normalize AI-derived date/time and numeric fields before writes, tighten extraction prompts for unix timestamps, and prevent /positions crashes by normalizing or deleting irreparably invalid legacy TrusteePosition records during reads.

Made-with: Cursor
2026-02-27 23:30:37 +01:00
patrick-motsch
f5143611b0 fix trustee 3-step ai call for documents 2026-02-24 22:49:08 +01:00
patrick-motsch
f35a90e428 fixes sync and ai tree 2026-02-22 22:34:07 +01:00
patrick-motsch
6b11d66766 fixes 2026-02-22 01:03:19 +01:00
patrick-motsch
2eeaf35990 sync trustee feature with rma 2026-02-22 00:07:33 +01:00