from __future__ import annotations import ast import asyncio import json import re import string import time from typing import Callable, Dict, List, Optional, Tuple from bson import ObjectId from fastapi import HTTPException from motor.motor_asyncio import AsyncIOMotorCollection from openai import AsyncOpenAI from app.core.config import settings from app.schemas.categories import CategoryPrediction class AutoCategoryService: """Classifies transaction notes into the closest Mongo-backed category.""" def __init__( self, collection_getter: Callable[[], AsyncIOMotorCollection], subcategory_collection_getter: Callable[[], AsyncIOMotorCollection], openai_client: AsyncOpenAI, model: str, cache_ttl_seconds: int, db_timeout_seconds: float, model_timeout_seconds: float, ) -> None: self._collection_getter = collection_getter self._subcategory_collection_getter = subcategory_collection_getter self._openai_client = openai_client self._model = model self._cache_ttl_seconds = cache_ttl_seconds self._db_timeout_seconds = db_timeout_seconds self._model_timeout_seconds = model_timeout_seconds # User-specific cache for headcategories: {user_id: (data, timestamp)} self._headcategories_cache: Dict[str, Tuple[Dict[str, object], float]] = {} self._cache_lock = asyncio.Lock() def _collection(self) -> AsyncIOMotorCollection: return self._collection_getter() def _subcategory_collection(self) -> AsyncIOMotorCollection: return self._subcategory_collection_getter() async def categorize(self, notes: str, user_id: str) -> CategoryPrediction: """Categorize transaction notes using a two-step approach: 1. First match notes to a headcategory title 2. Then match notes to a category within that headcategory """ # Step 1: Fetch all headcategories for the user (with caching) try: headcategories_data = await asyncio.wait_for( self._get_headcategories_cached(user_id), timeout=self._db_timeout_seconds ) except asyncio.TimeoutError as exc: raise HTTPException(status_code=504, detail="Timed out loading headcategories from database.") from exc except Exception as exc: raise HTTPException(status_code=502, detail="Failed to load headcategories from database.") from exc if not headcategories_data or not headcategories_data.get("headcategories"): raise HTTPException(status_code=500, detail="No headcategories configured for this user.") # Step 2: Use LLM to match notes to a headcategory title headcategory_titles = [hc.get("title", "") for hc in headcategories_data["headcategories"]] formatted_headcategories = "\n".join([f"- {title}" for title in headcategory_titles if title]) headcategory_prompt = ( "Transaction note:\n" f"{notes}\n\n" "Available headcategories:\n" f"{formatted_headcategories}\n\n" "Respond with the exact headcategory title from the list above that best matches this transaction." ) headcategory_request = dict( model=self._model, messages=[ { "role": "system", "content": ( "You classify financial transactions into the closest headcategory. " "Only use the provided headcategory title options. " "Output valid JSON with key 'title'." ), }, {"role": "user", "content": headcategory_prompt}, ], ) try: headcategory_response = await asyncio.wait_for( self._create_model_response(headcategory_request), timeout=self._model_timeout_seconds, ) except asyncio.TimeoutError as exc: raise HTTPException(status_code=504, detail="Timed out waiting for headcategory model response.") from exc except Exception as exc: error_msg = str(exc) raise HTTPException( status_code=502, detail=f"Failed to call the model API for headcategory: {error_msg}" ) from exc try: headcategory_payload = self._parse_response_payload(headcategory_response) except ValueError as exc: raise HTTPException(status_code=502, detail="Failed to parse headcategory model output.") from exc matched_headcategory_title = headcategory_payload.get("title") if not isinstance(matched_headcategory_title, str): raise HTTPException(status_code=502, detail="Model response missing headcategory title field.") # Step 3: Find the matched headcategory and get its categories (optimized lookup) matched_headcategory = None matched_title_normalized = self._normalize_string(matched_headcategory_title) matched_title_lower = matched_headcategory_title.lower() # Try exact normalized match first (most common case) for hc in headcategories_data["headcategories"]: hc_title = hc.get("title", "") if self._normalize_string(hc_title) == matched_title_normalized: matched_headcategory = hc break # Try partial matching if exact normalized match fails if not matched_headcategory: for hc in headcategories_data["headcategories"]: hc_title = hc.get("title", "").lower() if matched_title_lower in hc_title or hc_title in matched_title_lower: matched_headcategory = hc break if not matched_headcategory: available_titles = ", ".join(headcategory_titles[:10]) raise HTTPException( status_code=502, detail=( f"Could not find matching headcategory for title: '{matched_headcategory_title}'. " f"Available headcategories: {available_titles}" ) ) headcategory_id = matched_headcategory.get("_id") category_ids = matched_headcategory.get("category_ids", []) if not isinstance(headcategory_id, ObjectId): raise HTTPException(status_code=500, detail="Invalid headcategory ID format.") if not category_ids: raise HTTPException(status_code=500, detail="Selected headcategory has no categories.") # Step 4: Fetch categories from categories collection try: categories_data = await asyncio.wait_for( self._get_categories_by_ids(category_ids), timeout=self._db_timeout_seconds ) except asyncio.TimeoutError as exc: raise HTTPException(status_code=504, detail="Timed out loading categories from database.") from exc except Exception as exc: raise HTTPException(status_code=502, detail="Failed to load categories from database.") from exc if not categories_data or not categories_data.get("categories"): raise HTTPException(status_code=500, detail="No categories found for the selected headcategory.") # Step 5: Use LLM to match notes to a specific category category_titles = [cat.get("title", "") for cat in categories_data["categories"]] formatted_categories = "\n".join([f"- {title}" for title in category_titles if title]) category_prompt = ( "Transaction note:\n" f"{notes}\n\n" "Available categories:\n" f"{formatted_categories}\n\n" "Respond with the exact category title from the list above that best matches this transaction." ) category_request = dict( model=self._model, messages=[ { "role": "system", "content": ( "You classify financial transactions into the closest category. " "Only use the provided category title options. " "Output valid JSON with key 'title'." ), }, {"role": "user", "content": category_prompt}, ], ) try: category_response = await asyncio.wait_for( self._create_model_response(category_request), timeout=self._model_timeout_seconds, ) except asyncio.TimeoutError as exc: raise HTTPException(status_code=504, detail="Timed out waiting for category model response.") from exc except Exception as exc: error_msg = str(exc) raise HTTPException( status_code=502, detail=f"Failed to call the model API for category: {error_msg}" ) from exc try: category_payload = self._parse_response_payload(category_response) except ValueError as exc: raise HTTPException(status_code=502, detail="Failed to parse category model output.") from exc matched_category_title = category_payload.get("title") if not isinstance(matched_category_title, str): raise HTTPException(status_code=502, detail="Model response missing category title field.") # Step 6: Find the matched category ID (optimized lookup) matched_category = None matched_cat_title_normalized = self._normalize_string(matched_category_title) matched_cat_title_lower = matched_category_title.lower() # Try exact normalized match first (most common case) for cat in categories_data["categories"]: cat_title = cat.get("title", "") if self._normalize_string(cat_title) == matched_cat_title_normalized: matched_category = cat break # Try partial matching if exact normalized match fails if not matched_category: for cat in categories_data["categories"]: cat_title = cat.get("title", "").lower() if matched_cat_title_lower in cat_title or cat_title in matched_cat_title_lower: matched_category = cat break if not matched_category: available_titles = ", ".join(category_titles[:10]) raise HTTPException( status_code=502, detail=( f"Could not find matching category for title: '{matched_category_title}'. " f"Available categories: {available_titles}" ) ) category_id = matched_category.get("_id") if not isinstance(category_id, ObjectId): raise HTTPException(status_code=500, detail="Invalid category ID format.") # Get titles from matched objects headcategory_title = matched_headcategory.get("title", "") category_title = matched_category.get("title", "") return CategoryPrediction( headcategory_id=str(headcategory_id), headcategory_title=headcategory_title, category_id=str(category_id), category_title=category_title, ) def _parse_response_payload(self, response) -> Dict[str, object]: raw_text = self._extract_response_text(response) if not raw_text: raise ValueError("Model response did not contain text content.") cleaned = self._strip_code_fence(raw_text) candidates = [cleaned] json_snippet = self._extract_json_snippet(cleaned) if json_snippet and json_snippet not in candidates: candidates.append(json_snippet) for candidate in candidates: for parser in (self._try_parse_json, self._try_parse_literal_dict, self._try_parse_key_values): payload = parser(candidate) if payload: return payload raise ValueError("Unable to coerce model response into a payload.") @staticmethod def _extract_response_text(response) -> str: """Extract text from OpenAI API response (supports both Chat Completions and Responses API).""" # Try standard Chat Completions API format first if hasattr(response, "choices") and response.choices: message = response.choices[0].message if hasattr(message, "content") and message.content: return message.content.strip() # Try Responses API format text = getattr(response, "output_text", "") or "" if isinstance(text, str) and text.strip(): return text.strip() outputs = getattr(response, "output", []) or [] for output in outputs: contents = getattr(output, "content", []) or [] for content in contents: value = getattr(content, "text", None) if isinstance(value, str) and value.strip(): return value.strip() return "" @staticmethod def _strip_code_fence(raw_text: str) -> str: text = raw_text.strip() if text.startswith("```") and text.endswith("```"): lines = text.split("\n") # Drop first and last fence line if len(lines) >= 2: text = "\n".join(lines[1:-1]).strip() return text @staticmethod def _extract_json_snippet(raw_text: str) -> Optional[str]: start = raw_text.find("{") end = raw_text.rfind("}") if start == -1 or end == -1 or end <= start: return None return raw_text[start : end + 1] @staticmethod def _try_parse_json(raw_text: str) -> Optional[Dict[str, object]]: text = raw_text.strip() if not text: return None try: payload = json.loads(text) except json.JSONDecodeError: return None return payload if isinstance(payload, dict) else None @staticmethod def _try_parse_literal_dict(raw_text: str) -> Optional[Dict[str, object]]: try: payload = ast.literal_eval(raw_text) except (SyntaxError, ValueError): return None return payload if isinstance(payload, dict) else None @staticmethod def _try_parse_key_values(raw_text: str) -> Optional[Dict[str, object]]: title: Optional[str] = None subcategory: Optional[str] = None for chunk in re.split(r"[\n;,]+", raw_text): if ":" in chunk: key, value = chunk.split(":", 1) elif "=" in chunk: key, value = chunk.split("=", 1) else: continue key_normalized = key.strip().lower() value_clean = value.strip().strip('"\'') if not value_clean: continue if key_normalized in {"title", "category"}: title = value_clean elif key_normalized in {"subcategory", "sub_category", "sub"}: subcategory = value_clean if title and subcategory: return {"title": title, "subcategory": subcategory} return None async def _get_headcategories_cached(self, user_id: str) -> Dict[str, object]: """Fetch headcategories from MongoDB with user-specific caching.""" async with self._cache_lock: now = time.monotonic() # Check cache if user_id in self._headcategories_cache: cached_data, cached_time = self._headcategories_cache[user_id] if (now - cached_time) < self._cache_ttl_seconds: return cached_data # Cache expired, remove it del self._headcategories_cache[user_id] # Fetch from database data = await self._get_headcategories(user_id) # Update cache async with self._cache_lock: self._headcategories_cache[user_id] = (data, time.monotonic()) return data async def _get_headcategories(self, user_id: str) -> Dict[str, object]: """Fetch headcategories from MongoDB filtered by user_id.""" head_collection = self._collection() # Convert user_id string to ObjectId try: user_object_id = ObjectId(user_id) except Exception as exc: raise HTTPException(status_code=400, detail=f"Invalid user_id format: {user_id}") from exc # Query headcategories filtered by user_id - only fetch needed fields for performance head_docs = await head_collection.find( {"user": user_object_id, "categories": {"$type": "array", "$ne": []}}, {"_id": 1, "title": 1, "categories": 1} # Only fetch needed fields ).to_list(length=1000) if not head_docs: return {"headcategories": []} # Build headcategories structure headcategories: List[Dict[str, object]] = [] for head_doc in head_docs: head_id = head_doc.get("_id") if not isinstance(head_id, ObjectId): continue category_ids = [cid for cid in (head_doc.get("categories") or []) if isinstance(cid, ObjectId)] if not category_ids: continue headcategories.append({ "_id": head_id, "title": head_doc.get("title", ""), "category_ids": category_ids, }) return {"headcategories": headcategories} async def _get_categories_by_ids(self, category_ids: List[ObjectId]) -> Dict[str, object]: """Fetch categories from MongoDB by their ObjectIds.""" subcategory_collection = self._subcategory_collection() if not category_ids: return {"categories": []} # Query categories collection with the provided ObjectIds categories: List[Dict[str, object]] = [] cursor = subcategory_collection.find( {"_id": {"$in": category_ids}}, {"title": 1, "_id": 1} ) async for cat_doc in cursor: cat_id = cat_doc.get("_id") if isinstance(cat_id, ObjectId): categories.append({ "_id": cat_id, "title": cat_doc.get("title", ""), }) return {"categories": categories} async def _create_model_response(self, request_payload: Dict[str, object]): """Create a model response using OpenAI Chat Completions API.""" try: return await self._openai_client.chat.completions.create( response_format={"type": "json_object"}, **request_payload, ) except TypeError as exc: # Fallback for older openai-python clients or custom API endpoints if "responses" in dir(self._openai_client): return await self._openai_client.responses.create( response_format={"type": "json_object"}, **request_payload, ) raise @staticmethod def _format_categories_for_llm(categories: List[Dict[str, object]]) -> str: """Format categories for LLM prompt.""" lines = [] for category in categories: subs = category.get("subcategories") or [] subs_text = ", ".join([sub.get("title", "") for sub in subs if isinstance(sub, dict)]) if subs else "Unspecified" lines.append(f"- {category.get('title', 'Unknown')}: {subs_text}") return "\n".join(lines) @staticmethod def _normalize_string(s: str) -> str: """Normalize string by removing punctuation and extra spaces for better matching.""" # Remove punctuation and convert to lowercase normalized = s.translate(str.maketrans('', '', string.punctuation)).lower().strip() # Replace multiple spaces with single space normalized = ' '.join(normalized.split()) return normalized @staticmethod def _find_matching_ids( categories: List[Dict[str, object]], title: str, subcategory: str ) -> tuple[ObjectId | None, ObjectId | None]: """Find matching headcategory_id and category_id based on title and subcategory strings. Uses flexible matching: 1. Exact match (case-insensitive) 2. Normalized match (removes punctuation) 3. Partial match (one contains the other) 4. Word-based match (checks if key words match) """ title_lower = title.strip().lower() subcategory_lower = subcategory.strip().lower() title_normalized = AutoCategoryService._normalize_string(title) subcategory_normalized = AutoCategoryService._normalize_string(subcategory) # First pass: exact match for category in categories: head_title = category.get("title", "").strip().lower() if head_title != title_lower: continue subcategories = category.get("subcategories", []) for sub in subcategories: if isinstance(sub, dict): sub_title = sub.get("title", "").strip().lower() if sub_title == subcategory_lower: headcategory_id = category.get("headcategory_id") category_id = sub.get("_id") if isinstance(headcategory_id, ObjectId) and isinstance(category_id, ObjectId): return headcategory_id, category_id # Second pass: normalized match (removes punctuation, handles "Wage" vs "Wage, Invoices") for category in categories: head_title = category.get("title", "").strip().lower() head_title_norm = AutoCategoryService._normalize_string(head_title) if head_title_norm != title_normalized and title_normalized not in head_title_norm and head_title_norm not in title_normalized: continue subcategories = category.get("subcategories", []) for sub in subcategories: if isinstance(sub, dict): sub_title = sub.get("title", "").strip().lower() sub_title_norm = AutoCategoryService._normalize_string(sub_title) if (sub_title_norm == subcategory_normalized or subcategory_normalized in sub_title_norm or sub_title_norm in subcategory_normalized): headcategory_id = category.get("headcategory_id") category_id = sub.get("_id") if isinstance(headcategory_id, ObjectId) and isinstance(category_id, ObjectId): return headcategory_id, category_id # Third pass: partial match (one contains the other) for category in categories: head_title = category.get("title", "").strip().lower() # Check if title matches (exact or contains) if title_lower not in head_title and head_title not in title_lower: continue subcategories = category.get("subcategories", []) for sub in subcategories: if isinstance(sub, dict): sub_title = sub.get("title", "").strip().lower() # Check if subcategory matches (exact or contains) if (subcategory_lower in sub_title or sub_title in subcategory_lower or subcategory_lower.split()[0] in sub_title or sub_title.split()[0] in subcategory_lower): headcategory_id = category.get("headcategory_id") category_id = sub.get("_id") if isinstance(headcategory_id, ObjectId) and isinstance(category_id, ObjectId): return headcategory_id, category_id # Fourth pass: word-based matching (for cases like "Wage" matching "Wage, Invoices") title_words = set(title_lower.split()) subcategory_words = set(subcategory_lower.split()) for category in categories: head_title = category.get("title", "").strip().lower() head_title_words = set(head_title.split()) # Check if there's significant word overlap for title if not title_words.intersection(head_title_words) and not head_title_words.intersection(title_words): continue subcategories = category.get("subcategories", []) for sub in subcategories: if isinstance(sub, dict): sub_title = sub.get("title", "").strip().lower() sub_title_words = set(sub_title.split()) # Check if there's significant word overlap for subcategory if (subcategory_words.intersection(sub_title_words) or sub_title_words.intersection(subcategory_words)): headcategory_id = category.get("headcategory_id") category_id = sub.get("_id") if isinstance(headcategory_id, ObjectId) and isinstance(category_id, ObjectId): return headcategory_id, category_id return None, None