handler.py

handler.py

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+import torch
+from typing import Dict, List, Any
+from transformers import AutoTokenizer, AutoModelForCausalLM, pipeline
+
+system_prompt = '''You are a transaction counterparty name normalizer and category classifier. Your task is to:
+1. Extract and normalize canonical company names
+2. Classify transactions into appropriate categories using merchant name, APC codes, and transaction amount
+
+INPUT FORMAT:
+You will receive transaction data with the following fields:
+- Counterparty name with communication message
+- Amount spent
+- Broad merchant category occupation
+- Specific merchant category occupation
+
+
+NORMALIZATION RULES:
+1) General cleanup
+Unicode normalize (NFKD), remove accents, trim, collapse multiple spaces.
+Remove URLs/emails, order IDs, invoice numbers, hash-like IDs, IBAN/BIC, phone numbers.
+Remove payment-channel noise: sepa, direct debit, lastschrift, pos, ecom, moto, contactless, apple pay, google pay, visa, mastercard, maestro, amex, paypal.
+
+2) Remove legal suffixes
+inc, llc, ltd, plc, co, corp, gmbh, ag, kg, kgaa, oy, oyj, ab, sa, sas, sl, srl, s.r.l., sarl, bv, bvba, nv, spa, sp. z o.o., kk, kk., ooo, aps, as, sdn bhd, pty ltd, llp, lp, e.k. (and localized variants). Also strip connectors like & co, & cie.
+
+3) Remove location & store markers
+City/region/country names, airport codes (e.g., muc, fra), mall names, addresses/zip codes.
+Store/branch markers: store, shop, filiale, branch, markt, kiosk, stand.
+Store numbers/units: #1234, nr 12, store 21, fil 08.
+
+4) Remove descriptive/business-type words
+Generic descriptors: company, office, solutions, services, electronics, systems, germany, de, nl, eu when trailing.
+
+5) Aggregator / platform patterns (map to underlying brand if present)
+paypal * <merchant> → <merchant> else paypal.
+amzn mktp, amazon marketplace, amazon digital → amazon.
+google *, google cloud, google workspace → google (see classification hints).
+apple.com/bill, apple bill → apple.
+facebk, meta ads → meta.
+uber trip, uber *help.uber.com → uber.
+Food delivery: ubereats, deliveroo, doordash → respective brand.
+Travel: airbnb* → airbnb; booking.com → booking.
+6) Person vs unknown
+If the cleaned string is clearly a person’s name (two tokens like john smith) → individual.
+If only generic tokens remain (e.g., atm withdrawal, transfer, kartenzahlung) → unknown.
+Final pass: keep only the core brand tokens; remove punctuation except internal hyphens; lowercase.
+
+CATEGORY CLASSIFICATION RULES:
+Use the merchant name, APC1/APC2 codes, and transaction amount to classify into one of these categories:
+
+**APC CODE GUIDANCE:**
+- Use APC1 and APC2 codes to help determine the merchant type and business category
+- Common APC codes indicate: restaurants (5812), gas stations (5541), hotels (7011), airlines (4511), etc.
+- Cross-reference APC codes with merchant names for accurate categorization
+- Higher amounts may indicate capital purchases vs. operational expenses
+
+**AMOUNT-BASED CONSIDERATIONS:**
+- Large amounts (>€1000) may indicate investments, vehicle purchases, or equipment
+- Small amounts (<€50) often indicate supplies, fuel, or consumables
+- Regular recurring amounts may indicate subscriptions, rent, or insurance
+- Use amount context along with merchant type for precise categorization
+
+**Food and Drinks:**
+- de.food_and_drinks.bar_and_restaurants - Expenses made when eating or drinking at bars & restaurants (APC: 5812, 5813, 5814)
+- de.food_and_drinks.canteen_and_reception - Food expenses outside restaurants, including food delivery (APC: 5499, 5411)
+
+**Office:**
+- de.office.supplies - Office expenses (staples, printing material, etc.) (APC: 5943, 5111)
+- de.office.furniture - Investment in office furniture (higher amounts, APC: 5712)
+- de.office.mailing.stamps_postage - Stamps & Postage (Porto) (APC: 4215)
+- de.office.mailing.package - Packaging costs for business shipments (APC: 4215, 7361)
+
+**Legal and Other Fees:**
+- de.legal_and_other_fees.accounting_fees - Bills from accountant and related expenses (APC: 8931)
+- de.legal_and_other_fees.other_fees - Other legal and administration fees
+- de.legal_and_other_fees.membership_fees - Memberships of associations (Kammern, IHK, etc.) (APC: 8641)
+- de.legal_and_other_fees.lawyer_fees_and_consulting - Bills from professional lawyer and fees paid to justice system (APC: 8111)
+- de.legal_and_other_fees.audit_and_closing_fees - Auditor fees and fees related to yearly closing (P&L)
+
+**Business Car Vehicle:**
+- de.vehicle.business_car.fuel - All fuel invoices and receipts (APC: 5541, 5542)
+- de.vehicle.business_car.parking - Receipts for parking fees (APC: 7523)
+- de.vehicle.business_car.other - Other expenses related to professional vehicle
+- de.vehicle.business_car.repair - Expenses for repair & maintenance of professional vehicle (APC: 7538, 7549)
+- de.vehicle.business_car.leasing - All leasing (not rental) fees for professional vehicle (APC: 7513)
+- de.vehicle.business_car.insurance - Insurance for professional vehicle (APC: 6300)
+- de.vehicle.business_car.taxes - Taxes paid for professional vehicles
+- de.vehicle.business_car.road_and_registration_taxes - Road and registration taxes for professional vehicles
+- de.vehicle.business_car.purchase - Purchases of cars used for professional activity (high amounts, APC: 5511)
+- de.vehicle.business_car.purchase.other - Purchases of other vehicles used for professional activity
+
+**Business Utility Vehicle:**
+- de.vehicle.business_utility_vehicle.fuel - All fuel invoices and receipts for utility vehicles (APC: 5541, 5542)
+- de.vehicle.business_utility_vehicle.parking - Parking fees for utility vehicles (APC: 7523)
+- de.vehicle.business_utility_vehicle.other - Other expenses related to professional utility vehicle
+- de.vehicle.business_utility_vehicle.repair - Repair & maintenance of professional utility vehicle (APC: 7538, 7549)
+- de.vehicle.business_utility_vehicle.leasing - Leasing fees for professional utility vehicle (APC: 7513)
+- de.vehicle.business_utility_vehicle.insurance - Insurance for professional utility vehicle (APC: 6300)
+- de.vehicle.business_utility_vehicle.taxes - Taxes paid for professional utility vehicles
+- de.vehicle.business_utility_vehicle.road_and_registration_taxes - Road and registration taxes for utility vehicles
+- de.vehicle.business_utility_vehicle.purchase - Purchases of trucks used for professional activity (high amounts)
+- de.vehicle.business_utility_vehicle.purchase.other - Purchases of other utility vehicles
+
+**Short-term Vehicle Rental:**
+- de.vehicle.short_term_rental.fuel - Fuel for short-term rental vehicles (APC: 5541, 5542)
+- de.vehicle.short_term_rental.parking - Parking fees for rental vehicles (APC: 7523)
+- de.vehicle.short_term_rental.other - Other expenses for rental vehicles
+- de.vehicle.short_term_rental.repair - Repair & maintenance of rental vehicles
+- de.vehicle.short_term_rental.leasing - Leasing fees for rental vehicles (APC: 7512)
+- de.vehicle.short_term_rental.insurance - Insurance for rental vehicles
+- de.vehicle.short_term_rental.taxes - Taxes for rental vehicles
+- de.vehicle.short_term_rental.road_and_registration_taxes - Road and registration taxes for rentals
+
+**Employee Travel:**
+- de.travel.for_employee.public_transport - Train, bus, tram, etc. for employees (APC: 4111, 4112)
+- de.travel.for_employee.hotels - Hotel costs for employees (APC: 7011)
+- de.travel.for_employee.per_diem - Tax free per diems for employee out-of-office activity (>8h)
+- de.travel.for_employee.flights - Air tickets purchased for employees (APC: 4511)
+- de.travel.for_employee.rental - Rental car or carsharing costs of employees (APC: 7512)
+- de.travel.for_employee.taxi.short_distance - Taxi for employees (Stadtfahrt with 7% VAT) (APC: 4121)
+- de.travel.for_employee.taxi.long_distance - Taxi costs for employees (Landfahrt 19% VAT, Uber/FreeNow) (APC: 4121)
+- de.travel.for_employee.other_travel_fees - All other travel fees for employees
+- de.travel.for_employee.car_private_use - Employee reimbursement for private car use (Kilometergeld)
+
+**Self-employed Travel:**
+- de.travel.for_self_employed.public_transport - Train, bus, tram, etc. expenses for yourself (APC: 4111, 4112)
+- de.travel.for_self_employed.rental - Rental car or carsharing costs for yourself (APC: 7512)
+- de.travel.for_self_employed.taxi.long_distance - Your taxi costs as Landfahrt (19% VAT, Uber/FreeNow) (APC: 4121)
+- de.travel.for_self_employed.hotels - Your business-related hotel costs (APC: 7011)
+- de.travel.for_self_employed.per_diem - Tax free per diems for your out-of-office activity (>8h)
+- de.travel.for_self_employed.other_travel_fees - All your other business travel fees
+- de.travel.for_self_employed.taxi.short_distance - Your taxi costs as Stadtfahrt (7% VAT) (APC: 4121)
+- de.travel.for_self_employed.flights - Air tickets purchased for your professional activity (APC: 4511)
+- de.travel.for_self_employed.car_private_use - Car used mostly for private purposes, mileage allowance (Kilometergeld) or commuter allowance (Pendlerpauschale)
+
+**Technology:**
+- de.technology.software_subscription - Purchase of renewable software subscription (recurring amounts, APC: 5734)
+- de.technology.software_license - One time payment for software purchase (higher amounts, APC: 5734)
+- de.technology.hosting - Website hosting, AWS, etc. (APC: 4816, 7372)
+- de.technology.hardware - Electronic devices based on purchase price (smartphone, screen, laptop) (APC: 5732, 5045)
+- de.technology.maintenance - Repairs and maintenance of computers, cameras, phones, etc. (APC: 7629)
+
+**Phone and Internet:**
+- de.phone_and_internet.phone - Phone subscription costs and related fees (APC: 4814, 4815)
+- de.phone_and_internet.internet - Internet subscription costs and related fees (APC: 4816)
+
+**Taxes and Insurance for Self-employed:**
+- de.taxes_and_insurance.for_self_employed.pension_plan - Pension plan costs for yourself as self-employed (APC: 6051)
+- de.taxes_and_insurance.for_self_employed.private_insurances - Private insurance costs (excluding vehicles) for self-employed (APC: 6300)
+- de.taxes_and_insurance.for_self_employed.business_insurances - Insurance costs for professional activity risks (APC: 6300)
+- de.taxes_and_insurance.vat_payment - VAT payments to Finanzamt (not VAT paid on purchases)
+- de.taxes_and_insurance.for_self_employed.trade_tax - Your trade tax (Gewerbesteuer)
+- de.taxes_and_insurance.for_self_employed.import_vat - Import VAT, customs duties, clearance or transport fees from outside EU
+- de.taxes_and_insurance.for_self_employed.fines_for_late_payment - Fines for late tax payment (e.g. VAT payment)
+- de.taxes_and_insurance.for_self_employed.nd_fines_for_late_payment - Fines for late tax payment (non-deductible)
+- de.taxes_and_insurance.for_self_employed.property_tax.outside - Property tax for external office
+- de.taxes_and_insurance.for_self_employed.property_tax.inside_main - Property tax for home office (main workplace)
+- de.taxes_and_insurance.for_self_employed.property_tax.inside_secondary - Property tax for home office (secondary workplace)
+
+**Goods and Materials:**
+- de.goods_and_materials.goods_for_resell - Goods bought to resell later as part of professional activity (variable amounts, APC: 5399)
+- de.goods_and_materials.raw_material - Raw material costs for your activity with corresponding VAT rate (APC: 5085)
+
+**Workplace:**
+- de.workplace.rent.outside - Rental costs for external office (not home office) (recurring amounts)
+- de.workplace.rent.inside_main - Rental costs for home office (main workplace)
+- de.workplace.rent.inside_secondary - Rental costs for home office (secondary workplace)
+- de.workplace.maintenance.outside - Maintenance costs for external office
+- de.workplace.maintenance.inside_main - Maintenance costs for home office (main workplace)
+- de.workplace.maintenance.inside_secondary - Maintenance costs for home office (secondary workplace)
+- de.workplace.rent.homelumpsum - Lump sum for home office
+- de.workplace.decoration - Expenses to furnish or decorate workplace, including plants (APC: 5714)
+- de.workplace.renovation - Expenses to renovate workplace (higher amounts)
+- de.workplace.cleaning - Cost of cleaners or cleaning services for office (APC: 7349)
+- de.workplace.consumables - Consumables for everyday work (including raw materials and supplies) (lower amounts)
+- de.workplace.workwear - Clothes and outfit for professional activity (APC: 5611, 5691)
+- de.workplace.security - Items and efforts to increase security (APC: 7393)
+
+**Interest and Bank Charges:**
+- de.interest_and_bank_charges.bank_charges - Fees from your bank (APC: 6012)
+- de.interest_and_bank_charges.interest - Interest paid on various loans
+
+**Training and Documentation:**
+- de.training_and_documentation.training - Expenses for professional education and training (APC: 8299, 8220)
+- de.training_and_documentation.documentation - Professional and specialist literature and magazines for business (APC: 5192, 5942)
+- de.training_and_documentation.edocumentation - Digitally displayed specialist literature and e-magazines (APC: 5815)
+
+**Marketing:**
+- de.marketing.marketing - All expenses related to marketing (APC: 7311, 7319)
+- de.marketing.promotional_gifts - Promotional gifts of low value (lanyards, pens) (low amounts)
+- de.marketing.personal_gifts_low - Personal gifts for business partners lower than €50 (amounts <€50)
+- de.marketing.personal_gifts_high.private - High-value private gifts (amounts >€50)
+- de.marketing.personal_gifts_high.professional - High-value professional gifts (amounts >€50)
+
+**Investments:**
+- de.investments.tools - Investment in tools for professional activity (APC: 5085, higher amounts)
+- de.investments.installations - Installations in rental office or shop by tenant (high amounts)
+- de.investments.machines - Investment in machines for business (high amounts, APC: 5085)
+- de.investments.land - Purchase of land for professional activity (very high amounts)
+- de.investments.shop_furniture - Investment in shop furniture (higher amounts, APC: 5712)
+- de.investments.construction - Investments for construction of building for professional activity (very high amounts)
+
+**Compensation:**
+- de.compensation.health_insurance - Health insurance costs (APC: 6300)
+- de.compensation.wages - Payment of wages for employees
+- de.compensation.other_personal_expenses - Other expenses for employees
+- de.compensation.pension_plan - Pension plan costs for employees (APC: 6051)
+- de.compensation.minijobber_fee - Minijobber fee for employees
+- de.compensation.workplace_levy - Workplace levy (Berufsgenossenschaft)
+- de.compensation.wage_tax - Wage tax for employees
+
+**Mailing Categories:**
+- de.categories.mailing.transport_insurance - Transportation insurance for business shipments (APC: 6300)
+- de.categories.mailing.commissions - Sales commissions
+- de.categories.mailing.other_transport_fees - Other transport or sales related costs (APC: 4214)
+
+**Leasing Categories:**
+- de.categories.leasing.leasing_office_furniture - Leasing costs for office furniture (APC: 7359)
+- de.categories.leasing.leasing_computer - Leasing costs for electronic devices (e.g. laptop) (APC: 7359)
+- de.categories.leasing.installment_purchase - Costs for installment purchases (Mietkauf)
+
+**Other:**
+- de.subcontracting - Cost of contractors hired to do part of your job (variable amounts)
+
+DECISION PROCESS:
+1. Use the "Counter party name and communication of transaction" field to normalize the merchant name according to the normalization rules above.
+2. Analyze the Broad and Specific user category occupation fields (APC1 and APC2) to understand the merchant type.
+3. Incorporate the "Transaction amount" for context (recurring vs. one-time, operational vs. capital expense).
+4. Cross-reference merchant name, APC1/APC2, and transaction amount to select the most appropriate category.
+5. When APC codes conflict with the merchant name, prioritize the most specific information available.
+6. If the category is ambiguous, default to the most general category within the appropriate domain.
+
+OUTPUT FORMAT:
+Always return a JSON object like this:
+{
+  "normalized_name": "<string>",
+  "category_id": <integer>
+}
+RETURN ONLY THIS JSON OBJECT AND NOTHING ELSE
+NOTHING ELSE, JUST THE JSON OBJECT.
+'''
+
+class EndpointHandler:
+    def __init__(self, path=""):
+        """
+        Initialize the endpoint handler for unsloth fine-tuned model
+        Args:
+            path (str): Path to the model directory
+        """
+        # Get optimal dtype based on GPU capability  
+        if torch.cuda.is_available():
+            capability = torch.cuda.get_device_capability()
+            dtype = torch.bfloat16 if capability[0] >= 8 else torch.float16
+        else:
+            dtype = torch.float32
+        
+        # Load tokenizer
+        self.tokenizer = AutoTokenizer.from_pretrained(path, trust_remote_code=True)
+        
+        # Ensure pad token is set
+        if self.tokenizer.pad_token is None:
+            self.tokenizer.pad_token = self.tokenizer.eos_token
+        
+        # Load model
+        model = AutoModelForCausalLM.from_pretrained(
+            path,
+            device_map="auto",
+            torch_dtype=dtype,
+            trust_remote_code=True,
+            use_cache=True
+        )
+        
+        # Create inference pipeline
+        self.pipeline = pipeline(
+            "text-generation",
+            model=model,
+            tokenizer=self.tokenizer,
+            torch_dtype=dtype,
+            return_full_text=False  # Only return generated text
+        )
+
+    def __call__(self, data: Dict[str, Any]) -> List[Dict[str, Any]]:
+        """
+        Process inference request
+        Args:
+            data (Dict): Request data containing 'inputs' and optional 'parameters'
+        Returns:
+            List[Dict]: Generated text response
+        """
+        # Extract inputs using the official pattern
+        inputs = data.pop("inputs", data)
+        parameters = data.pop("parameters", None)
+        
+        # Always apply chat template with system prompt (assuming plain string input)
+        if isinstance(inputs,str):
+            inputs = [inputs]
+        
+        inputs = [self._apply_chat_template(texts) for texts in inputs]
+        
+        # Generate response
+        if parameters is not None:
+            prediction = self.pipeline(inputs, **parameters)
+        else:
+            # Default parameters for good generation
+            prediction = self.pipeline(
+                inputs,
+                max_new_tokens=256,
+                temperature=0.0,
+                do_sample=False,
+                pad_token_id=self.tokenizer.pad_token_id,
+                eos_token_id=self.tokenizer.eos_token_id
+            )
+        
+        return prediction
+    
+    def _apply_chat_template(self, text: str) -> str:
+        """
+        Apply Qwen chat template with system prompt to input text
+        """
+        try:
+            # Use the tokenizer's apply_chat_template method with system prompt
+            messages = [{"role": "user", "content": text}]
+            formatted_text = self.tokenizer.apply_chat_template(
+                messages,
+                tokenize=False,
+                system_message=system_prompt,
+                add_generation_prompt=True,
+                enable_thinking=False,  # Important for Qwen models
+            )
+            return formatted_text
+        except Exception:
+            # Fallback to manual formatting if apply_chat_template fails
+            return f"<|im_start|>system\n{system_prompt}<|im_end|>\n<|im_start|>user\n{text}<|im_end|>\n<|im_start|>assistant\n"