Dirk Riemann
5ee74f367c
The home server's Ollama doesn't have gpt-oss:20b pulled; qwen3:14b is already there and is what mammon's chat agent uses. Switching the default now so the first deploy passes the /healthz ollama probe without an extra `ollama pull` step. The spec lists gpt-oss:20b as a concrete example; qwen3:14b is equally on-prem and Ollama-structured-output-compatible. Touched: AppConfig default, BankStatementHeader Request.default_model, .env.example, setup_server.sh ollama-list check, AGENTS.md, deployment.md, live tests. Unit tests that hard-coded the old model string but don't assert the default were left alone. Also: ASCII en-dash in e2e_smoke.py Paperless-style text (ruff RUF001). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
53 lines
2.1 KiB
Python
53 lines
2.1 KiB
Python
"""`bank_statement_header` — first (and, for MVP, only) use case.
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Shape mirrors spec §7. The module defines the pair of Pydantic models
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(``Request`` = prompt/model config, ``BankStatementHeader`` = extraction
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schema) without registering itself — registration happens in
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:mod:`ix.use_cases` so import-time side effects stay out.
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All header fields are ``Optional`` except ``bank_name`` and ``currency``;
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the spec lets every other field be null when the document doesn't show it.
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The flat (no-nested-list) schema is chosen because Ollama's structured
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output stays most reliable when the top level contains only scalars.
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"""
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from __future__ import annotations
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from datetime import date
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from decimal import Decimal
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from typing import Literal
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from pydantic import BaseModel, ConfigDict
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class Request(BaseModel):
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"""Prompt + default-model config for this use case."""
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model_config = ConfigDict(extra="forbid")
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use_case_name: str = "Bank Statement Header"
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default_model: str = "qwen3:14b"
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system_prompt: str = (
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"You extract header metadata from a single bank or credit-card statement. "
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"Return only facts that appear in the document; leave a field null if uncertain. "
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"Balances must use the document's numeric format (e.g. '1234.56' or '-123.45'); "
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"do not invent a currency symbol. Account type: 'checking' for current/Giro accounts, "
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"'credit' for credit-card statements, 'savings' otherwise. Always return the IBAN "
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"with spaces removed. Never fabricate a value to fill a required-looking field."
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)
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class BankStatementHeader(BaseModel):
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"""Extraction schema for the bank-statement header fields."""
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model_config = ConfigDict(extra="forbid")
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bank_name: str
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account_iban: str | None = None
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account_type: Literal["checking", "credit", "savings"] | None = None
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currency: str
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statement_date: date | None = None
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statement_period_start: date | None = None
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statement_period_end: date | None = None
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opening_balance: Decimal | None = None
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closing_balance: Decimal | None = None
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