602 lines
26 KiB
JavaScript
602 lines
26 KiB
JavaScript
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const Fuse = require('fuse.js');
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const { has } = require("lodash");
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const PRICE_PERCENT_MARGIN_TOLERANCE = 0.5; //Used to make sure prices and costs are likely.
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// Helper function to normalize fields
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const normalizePartNumber = (str) => {
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return str.replace(/[^a-zA-Z0-9]/g, '').toUpperCase();
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};
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const normalizeText = (str) => {
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return str.replace(/[^a-zA-Z0-9\s]/g, '').replace(/\s+/g, ' ').trim().toUpperCase();
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};
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const normalizePrice = (str) => {
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if (typeof str !== 'string') return str;
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return str.replace(/[^0-9.-]+/g, "");
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};
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// Helper function to calculate Textract OCR confidence (0-100%)
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const calculateTextractConfidence = (textractLineItem) => {
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if (!textractLineItem || Object.keys(textractLineItem).length === 0) {
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return 0;
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}
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const confidenceValues = [];
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// Collect confidence from all fields in the line item
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Object.values(textractLineItem).forEach(field => {
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if (field.confidence && typeof field.confidence === 'number') {
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confidenceValues.push(field.confidence);
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}
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});
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if (confidenceValues.length === 0) {
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return 0;
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}
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// Calculate weighted average, giving more weight to important fields
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// If we can identify key fields (ITEM, PRODUCT_CODE, PRICE), weight them higher
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let totalWeight = 0;
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let weightedSum = 0;
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Object.entries(textractLineItem).forEach(([key, field]) => {
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if (field.confidence && typeof field.confidence === 'number') {
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// Weight important fields higher
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let weight = 1;
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if (key === 'ITEM' || key === 'PRODUCT_CODE') {
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weight = 2; // Description and part number are most important
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} else if (key === 'PRICE' || key === 'UNIT_PRICE' || key === 'QUANTITY') {
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weight = 1.5; // Price and quantity moderately important
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}
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weightedSum += field.confidence * weight;
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totalWeight += weight;
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}
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});
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const avgConfidence = totalWeight > 0 ? weightedSum / totalWeight : 0;
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return Math.round(avgConfidence * 100) / 100; // Round to 2 decimal places
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};
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// Helper function to calculate match confidence score (0-100%)
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const calculateMatchConfidence = (matches, bestMatch) => {
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if (!matches || matches.length === 0 || !bestMatch) {
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return 0; // No match = 0% confidence
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}
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// Base confidence from the match score
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// finalScore is already weighted and higher is better
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// Normalize it to a 0-100 scale
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const baseScore = Math.min(bestMatch.finalScore * 10, 100); // Scale factor of 10, cap at 100
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// Bonus for multiple field matches (up to +15%)
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const fieldMatchBonus = Math.min(bestMatch.fieldMatches.length * 5, 15);
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// Bonus for having price data (+10%)
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const priceDataBonus = bestMatch.hasPriceData ? 10 : 0;
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// Bonus for clear winner (gap between 1st and 2nd match)
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let confidenceMarginBonus = 0;
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if (matches.length > 1) {
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const scoreDiff = bestMatch.finalScore - matches[1].finalScore;
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// If the best match is significantly better than the second best, add bonus
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confidenceMarginBonus = Math.min(scoreDiff * 5, 10); // Up to +10%
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} else {
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// Only one match found, add small bonus
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confidenceMarginBonus = 5;
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}
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// Calculate total match confidence
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let matchConfidence = baseScore + fieldMatchBonus + priceDataBonus + confidenceMarginBonus;
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// Cap at 100% and round to 2 decimal places
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matchConfidence = Math.min(Math.round(matchConfidence * 100) / 100, 100);
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// Ensure minimum of 1% if there's any match at all
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return Math.max(matchConfidence, 1);
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};
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// Helper function to calculate overall confidence combining OCR and match confidence
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const calculateOverallConfidence = (ocrConfidence, matchConfidence) => {
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// If there's no match, OCR confidence doesn't matter much
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if (matchConfidence === 0) {
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return 0;
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}
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// Overall confidence is affected by both how well Textract read the data
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// and how well we matched it to existing joblines
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// Use a weighted average: 40% OCR confidence, 60% match confidence
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// Match confidence is more important because even perfect OCR is useless without a good match
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const overall = (ocrConfidence * 0.4) + (matchConfidence * 0.6);
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return Math.round(overall * 100) / 100;
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};
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// Helper function to merge and deduplicate results with weighted scoring
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const mergeResults = (resultsArray, weights = []) => {
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const scoreMap = new Map();
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resultsArray.forEach((results, index) => {
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const weight = weights[index] || 1;
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results.forEach(result => {
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const id = result.item.id;
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const weightedScore = result.score * weight;
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if (!scoreMap.has(id)) {
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scoreMap.set(id, { item: result.item, score: weightedScore, count: 1 });
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} else {
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const existing = scoreMap.get(id);
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// Lower score is better in Fuse.js, so take the minimum
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existing.score = Math.min(existing.score, weightedScore);
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existing.count++;
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}
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});
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});
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// Convert back to array and sort by score (lower is better)
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return Array.from(scoreMap.values())
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.sort((a, b) => {
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// Prioritize items found in multiple searches
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if (a.count !== b.count) return b.count - a.count;
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return a.score - b.score;
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})
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.slice(0, 5); // Return top 5 results
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};
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async function generateBillFormData({ processedData, jobid, bodyshopid, partsorderid, req }) {
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const client = req.userGraphQLClient;
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//TODO: Add in vendor data.
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const jobData = await client.request(`
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query QUERY_BILL_OCR_DATA($jobid: uuid!, $partsorderid: uuid!) {
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vendors{
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id
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name
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}
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jobs_by_pk(id: $jobid) {
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id
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bodyshop{
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id
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md_responsibility_centers
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cdk_dealerid
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pbs_serialnumber
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rr_dealerid
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}
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joblines {
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id
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line_desc
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removed
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act_price
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db_price
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oem_partno
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alt_partno
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part_type
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}
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}
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parts_orders_by_pk(id: $partsorderid) {
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id
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parts_order_lines {
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id
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line_desc
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act_price
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cost
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jobline {
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id
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line_desc
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act_price
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oem_partno
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alt_partno
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part_type
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}
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}
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}
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}
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`, {
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jobid, partsorderid // this may fail if null?
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});
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//TODO: Need to find a vendor ID. Create a fuse for it, and fuzzy search for it using the textract vendor info.
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//Create fuses of line descriptions for matching.
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const jobLineDescFuse = new Fuse(
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jobData.jobs_by_pk.joblines.map(jl => ({ ...jl, line_desc_normalized: normalizeText(jl.line_desc || ""), oem_partno_normalized: normalizePartNumber(jl.oem_partno || ""), alt_partno_normalized: normalizePartNumber(jl.alt_partno || "") })),
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{
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keys: [{
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name: 'line_desc',
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weight: 6
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}, {
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name: 'oem_partno',
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weight: 8
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}, {
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name: 'alt_partno',
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weight: 5
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},
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{
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name: 'act_price',
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weight: 1
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},
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{
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name: 'line_desc_normalized',
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weight: 4
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},
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{
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name: 'oem_partno_normalized',
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weight: 5
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},
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{
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name: 'alt_partno_normalized',
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weight: 3
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}],
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threshold: 0.4, //Adjust as needed for matching sensitivity,
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includeScore: true,
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}
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);
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const joblineMatches = joblineFuzzySearch({ fuseToSearch: jobLineDescFuse, processedData });
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console.log("*** ~ generateBillFormData ~ joblineMatches:", JSON.stringify(joblineMatches, null, 2));
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const vendorFuse = new Fuse(
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jobData.vendors,
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{
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keys: ['name'],
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threshold: 0.4, //Adjust as needed for matching sensitivity,
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includeScore: true,
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}
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);
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const vendorMatches = vendorFuse.search(processedData.summary?.NAME?.value || processedData.summary?.VENDOR_NAME?.value);
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console.log("*** ~ generateBillFormData ~ vendorMatches:", JSON.stringify(vendorMatches, null, 2));
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let vendorid;
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if (vendorMatches.length > 0) {
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vendorid = vendorMatches[0].item.id;
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}
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const { jobs_by_pk: job, parts_orders_by_pk: partsOrder } = jobData;
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if (!job) {
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throw new Error('Job not found for bill form data generation.');
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}
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//Figure out which lines have a match and which don't.
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//TODO: How do we handle freight lines and core charges?
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//Create the form data structure for the bill posting screen.
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const billFormData = {
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"jobid": jobid,
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"vendorid": vendorid,
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"invoice_number": processedData.summary?.INVOICE_RECEIPT_ID?.value,
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"date": processedData.summary?.INVOICE_RECEIPT_DATE?.value,
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"is_credit_memo": false,
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"total": normalizePrice(processedData.summary?.INVOICE_TOTAL?.value || processedData.summary?.TOTAL?.value),
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"billlines": joblineMatches.map(jlMatchLine => {
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const { matches, textractLineItem, } = jlMatchLine
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//Matches should be prioritized, take the first one.
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const matchToUse = matches.length > 0 ? matches[0] : null;
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// Calculate confidence scores (0-100%)
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const ocrConfidence = calculateTextractConfidence(textractLineItem);
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const matchConfidence = calculateMatchConfidence(matches, matchToUse);
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const overallConfidence = calculateOverallConfidence(ocrConfidence, matchConfidence);
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//TODO: Should be using the textract if there is an exact match on the normalized label.
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//if there isn't then we can do the below.
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let actualPrice, actualCost;
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//TODO: What is several match on the normalized name? We need to pick the most likely one.
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const hasNormalizedActualPrice = Object.keys(textractLineItem).find(key => textractLineItem[key].normalizedLabel === 'actual_price');
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const hasNormalizedActualCost = Object.keys(textractLineItem).find(key => textractLineItem[key].normalizedLabel === 'actual_cost');
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if (hasNormalizedActualPrice) {
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actualPrice = textractLineItem[hasNormalizedActualPrice].value;
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}
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if (hasNormalizedActualCost) {
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actualCost = textractLineItem[hasNormalizedActualCost].value;
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}
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if (!hasNormalizedActualPrice || !hasNormalizedActualCost) {
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//This is if there was no match found for normalized labels.
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//Check all prices, and generally the higher one will be the actual price and the lower one will be the cost.
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//Need to make sure that other random items are excluded. This should be within a reasonable range of the matched jobline at matchToUse.item.act_price
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//Iterate over all of the text values, and check out which of them are currencies.
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//They'll be in the format starting with a $ sign usually.
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const currencyTextractLineItems = [] // {key, value}
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Object.keys(textractLineItem).forEach(key => {
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const currencyValue = textractLineItem[key].value?.startsWith('$') ? textractLineItem[key].value : null;
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if (currencyValue) {
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//Clean it and parse it
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const cleanValue = parseFloat(currencyValue.replace(/[^0-9.-]/g, '')) || 0;
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currencyTextractLineItems.push({ key, value: cleanValue })
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}
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})
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//Sort them descending
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currencyTextractLineItems.sort((a, b) => b.value - a.value);
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//Most expensive should be the actual price, second most expensive should be the cost.
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if (!actualPrice) actualPrice = currencyTextractLineItems.length > 0 ? currencyTextractLineItems[0].value : 0;
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if (!actualCost) actualCost = currencyTextractLineItems.length > 1 ? currencyTextractLineItems[1].value : 0;
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if (matchToUse) {
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//Double check that they're within 50% of the matched jobline price if there is one.
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const joblinePrice = parseFloat(matchToUse.item.act_price) || 0;
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if (!hasNormalizedActualPrice && actualPrice > 0 && (actualPrice < joblinePrice * (1 - PRICE_PERCENT_MARGIN_TOLERANCE) || actualPrice > joblinePrice * (1 + PRICE_PERCENT_MARGIN_TOLERANCE))) {
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actualPrice = joblinePrice; //Set to the jobline as a fallback.
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}
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if (!hasNormalizedActualCost && actualCost > 0 && (actualCost < joblinePrice * (1 - PRICE_PERCENT_MARGIN_TOLERANCE) || actualCost > joblinePrice * (1 + PRICE_PERCENT_MARGIN_TOLERANCE))) {
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actualCost = null //Blank it out if it's not likely.
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}
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}
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}
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const responsibilityCenters = job.bodyshop.md_responsibility_centers
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//TODO: Do we need to verify the lines to see if it is a unit price or total price (i.e. quantity * price)
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const lineObject = {
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"line_desc": matchToUse?.item?.line_desc || textractLineItem.ITEM?.value || "NO DESCRIPTION",
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"quantity": textractLineItem.QUANTITY?.value, // convert to integer?
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"actual_price": normalizePrice(actualPrice),
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"actual_cost": normalizePrice(actualCost),
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"cost_center": matchToUse?.item?.part_type
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? bodyshopHasDmsKey(job.bodyshop)
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? matchToUse?.item?.part_type !== "PAE"
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? matchToUse?.item?.part_type
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: null
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: responsibilityCenters.defaults &&
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(responsibilityCenters.defaults.costs[matchToUse?.item?.part_type] || null)
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: null, //Needs to get set by client side.
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"applicable_taxes": { //Not sure what to do with these?
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"federal": false,
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"state": false,
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"local": false
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},
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"joblineid": matchToUse?.item?.id || "noline",
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"confidence": `T${overallConfidence} - O${ocrConfidence} - J${matchConfidence}`
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}
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return lineObject
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})
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}
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return billFormData
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}
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function joblineFuzzySearch({ fuseToSearch, processedData }) {
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const matches = []
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const searchStats = []; // Track search statistics
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processedData.lineItems.forEach((lineItem, lineIndex) => {
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const lineStats = {
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lineNumber: lineIndex + 1,
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searches: []
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};
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// Refined ITEM search (multi-word description)
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const refinedItemResults = (() => {
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if (!lineItem.ITEM?.value) return [];
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const itemValue = lineItem.ITEM.value;
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const normalized = normalizeText(itemValue);
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// 1: Full string search
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const fullSearch = fuseToSearch.search(normalized);
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lineStats.searches.push({ type: 'ITEM - Full String', term: normalized, results: fullSearch.length });
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// 2: Search individual significant words (3+ chars)
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const words = normalized.split(' ').filter(w => w.length >= 3);
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const wordSearches = words.map(word => {
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const results = fuseToSearch.search(word);
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lineStats.searches.push({ type: 'ITEM - Individual Word', term: word, results: results.length });
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return results;
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});
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// 3: Search without spaces entirely
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const noSpaceSearch = fuseToSearch.search(normalized.replace(/\s+/g, ''));
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lineStats.searches.push({ type: 'ITEM - No Spaces', term: normalized.replace(/\s+/g, ''), results: noSpaceSearch.length });
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// Merge results with weights (full search weighted higher)
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return mergeResults(
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[fullSearch, ...wordSearches, noSpaceSearch],
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[1.0, ...words.map(() => 1.5), 1.2] // Full search best, individual words penalized slightly
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);
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})();
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// Refined PRODUCT_CODE search (part numbers)
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const refinedProductCodeResults = (() => {
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if (!lineItem.PRODUCT_CODE?.value) return [];
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const productCode = lineItem.PRODUCT_CODE.value;
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const normalized = normalizePartNumber(productCode);
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// 1: Normalized search (no spaces/special chars)
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const normalizedSearch = fuseToSearch.search(normalized);
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lineStats.searches.push({ type: 'PRODUCT_CODE - Normalized', term: normalized, results: normalizedSearch.length });
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// 2: Original with minimal cleaning
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const minimalClean = productCode.replace(/\s+/g, '').toUpperCase();
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const minimalSearch = fuseToSearch.search(minimalClean);
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lineStats.searches.push({ type: 'PRODUCT_CODE - Minimal Clean', term: minimalClean, results: minimalSearch.length });
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// 3: Search with dashes (common in part numbers)
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const withDashes = productCode.replace(/[^a-zA-Z0-9-]/g, '').toUpperCase();
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const dashSearch = fuseToSearch.search(withDashes);
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lineStats.searches.push({ type: 'PRODUCT_CODE - With Dashes', term: withDashes, results: dashSearch.length });
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// 4: Special chars to spaces (preserve word boundaries)
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const specialCharsToSpaces = productCode.replace(/[^a-zA-Z0-9\s]/g, ' ').replace(/\s+/g, ' ').trim().toUpperCase();
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const specialCharsSearch = fuseToSearch.search(specialCharsToSpaces);
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lineStats.searches.push({ type: 'PRODUCT_CODE - Special Chars to Spaces', term: specialCharsToSpaces, results: specialCharsSearch.length });
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return mergeResults(
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[normalizedSearch, minimalSearch, dashSearch, specialCharsSearch],
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[1.0, 1.1, 1.2, 1.15] // Prefer fully normalized, special chars to spaces slightly weighted
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);
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})();
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// Refined PRICE search
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const refinedPriceResults = (() => {
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if (!lineItem.PRICE?.value) return [];
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const price = normalizePrice(lineItem.PRICE.value);
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// 1: Exact price match
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const exactSearch = fuseToSearch.search(price);
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lineStats.searches.push({ type: 'PRICE - Exact', term: price, results: exactSearch.length });
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// 2: Price with 2 decimal places
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const priceFloat = parseFloat(price);
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if (!isNaN(priceFloat)) {
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const formattedPrice = priceFloat.toFixed(2);
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const formattedSearch = fuseToSearch.search(formattedPrice);
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lineStats.searches.push({ type: 'PRICE - Formatted (2 decimals)', term: formattedPrice, results: formattedSearch.length });
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return mergeResults([exactSearch, formattedSearch], [1.0, 1.1]);
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}
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return exactSearch;
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})();
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// Refined UNIT_PRICE search
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const refinedUnitPriceResults = (() => {
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if (!lineItem.UNIT_PRICE?.value) return [];
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const unitPrice = normalizePrice(lineItem.UNIT_PRICE.value);
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// 1: Exact price match
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const exactSearch = fuseToSearch.search(unitPrice);
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lineStats.searches.push({ type: 'UNIT_PRICE - Exact', term: unitPrice, results: exactSearch.length });
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// 2: Price with 2 decimal places
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const priceFloat = parseFloat(unitPrice);
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if (!isNaN(priceFloat)) {
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const formattedPrice = priceFloat.toFixed(2);
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const formattedSearch = fuseToSearch.search(formattedPrice);
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lineStats.searches.push({ type: 'UNIT_PRICE - Formatted (2 decimals)', term: formattedPrice, results: formattedSearch.length });
|
|
|
|
return mergeResults([exactSearch, formattedSearch], [1.0, 1.1]);
|
|
}
|
|
|
|
return exactSearch;
|
|
})();
|
|
|
|
//Merge them all together and sort by the highest scores.
|
|
const combinedScoreMap = new Map();
|
|
|
|
// Weight different field types differently
|
|
const fieldWeights = {
|
|
productCode: 5.0, // Most important - part numbers should match
|
|
item: 3.0, // Second most important - description
|
|
price: 1.0, // Less important - prices can vary
|
|
unitPrice: 0.8 // Least important - similar to price
|
|
};
|
|
|
|
[
|
|
{ results: refinedProductCodeResults, weight: fieldWeights.productCode, field: 'productCode' },
|
|
{ results: refinedItemResults, weight: fieldWeights.item, field: 'item' },
|
|
{ results: refinedPriceResults, weight: fieldWeights.price, field: 'price' },
|
|
{ results: refinedUnitPriceResults, weight: fieldWeights.unitPrice, field: 'unitPrice' }
|
|
].forEach(({ results, weight, field }) => {
|
|
results.forEach((result, index) => {
|
|
const id = result.item.id;
|
|
|
|
// Position bonus (first result is better than fifth)
|
|
const positionBonus = (5 - index) / 5;
|
|
|
|
// Lower score is better in Fuse.js, so invert it and apply weights
|
|
const normalizedScore = (1 - result.score) * weight * positionBonus;
|
|
|
|
if (!combinedScoreMap.has(id)) {
|
|
combinedScoreMap.set(id, {
|
|
item: result.item,
|
|
score: normalizedScore,
|
|
fieldMatches: [field],
|
|
matchCount: result.count || 1
|
|
});
|
|
} else {
|
|
const existing = combinedScoreMap.get(id);
|
|
existing.score += normalizedScore;
|
|
existing.fieldMatches.push(field);
|
|
existing.matchCount += (result.count || 1);
|
|
}
|
|
});
|
|
});
|
|
|
|
// Convert to array and sort by best combined score
|
|
const finalMatches = Array.from(combinedScoreMap.values())
|
|
.map(entry => {
|
|
// Apply penalty if item has no act_price or it's 0
|
|
const hasPriceData = entry.item.act_price && parseFloat(entry.item.act_price) > 0;
|
|
const priceDataPenalty = hasPriceData ? 1.0 : 0.5; // 50% penalty if no price
|
|
|
|
return {
|
|
...entry,
|
|
// Boost score for items that matched in multiple fields, penalize for missing price
|
|
finalScore: entry.score * (1 + (entry.fieldMatches.length * 0.2)) * priceDataPenalty,
|
|
hasPriceData
|
|
};
|
|
})
|
|
.sort((a, b) => b.finalScore - a.finalScore)
|
|
.slice(0, 5);
|
|
|
|
// Always push the textract line item, even if no matches found
|
|
// This ensures all invoice lines are processed
|
|
matches.push({
|
|
matches: finalMatches,
|
|
textractLineItem: lineItem,
|
|
hasMatch: finalMatches.length > 0
|
|
});
|
|
|
|
searchStats.push(lineStats);
|
|
|
|
})
|
|
|
|
// Output search statistics table
|
|
console.log('\n═══════════════════════════════════════════════════════════════════════');
|
|
console.log(' FUSE.JS SEARCH STATISTICS');
|
|
console.log('═══════════════════════════════════════════════════════════════════════\n');
|
|
|
|
searchStats.forEach(lineStat => {
|
|
console.log(`📄 Line Item #${lineStat.lineNumber}:`);
|
|
console.log('─'.repeat(75));
|
|
|
|
if (lineStat.searches.length > 0) {
|
|
const tableData = lineStat.searches.map(search => ({
|
|
'Search Type': search.type,
|
|
'Search Term': search.term.substring(0, 40) + (search.term.length > 40 ? '...' : ''),
|
|
'Results': search.results
|
|
}));
|
|
console.table(tableData);
|
|
} else {
|
|
console.log(' No searches performed for this line item.\n');
|
|
}
|
|
});
|
|
|
|
// Summary statistics
|
|
const totalSearches = searchStats.reduce((sum, stat) => sum + stat.searches.length, 0);
|
|
const totalResults = searchStats.reduce((sum, stat) =>
|
|
sum + stat.searches.reduce((s, search) => s + search.results, 0), 0);
|
|
const avgResultsPerSearch = totalSearches > 0 ? (totalResults / totalSearches).toFixed(2) : 0;
|
|
|
|
console.log('═══════════════════════════════════════════════════════════════════════');
|
|
console.log(' SUMMARY');
|
|
console.log('═══════════════════════════════════════════════════════════════════════');
|
|
console.table({
|
|
'Total Line Items': processedData.lineItems.length,
|
|
'Total Searches Performed': totalSearches,
|
|
'Total Results Found': totalResults,
|
|
'Average Results per Search': avgResultsPerSearch
|
|
});
|
|
console.log('═══════════════════════════════════════════════════════════════════════\n');
|
|
|
|
return matches
|
|
}
|
|
|
|
const bodyshopHasDmsKey = (bodyshop) =>
|
|
bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.rr_dealerid;
|
|
|
|
|
|
module.exports = {
|
|
generateBillFormData
|
|
}
|