books/backend/Books.Api/AiBookkeeper/IBankTransactionMatcher.cs

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C#
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using Books.Api.EventFlow.ReadModels;
namespace Books.Api.AiBookkeeper;
/// <summary>
/// Matches documents to pending bank transactions based on amount.
/// </summary>
public interface IBankTransactionMatcher
{
/// <summary>
/// Find the oldest pending bank transaction matching the given amount.
/// For expenses (negative amounts), matches transactions where the bank amount is negative.
/// For income (positive amounts), matches transactions where the bank amount is positive.
/// </summary>
/// <param name="companyId">Company ID</param>
/// <param name="amount">Document amount (positive for income, negative for expense)</param>
/// <param name="tolerance">Amount tolerance (default ±0.01)</param>
/// <param name="cancellationToken">Cancellation token</param>
/// <returns>Matching bank transaction, or null if not found</returns>
Task<BankTransactionDto?> FindMatchingTransactionAsync(
string companyId,
decimal amount,
decimal tolerance = 0.01m,
CancellationToken cancellationToken = default);
}