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Update app.py
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app.py
CHANGED
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@@ -1,874 +1,874 @@
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import re
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import random
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import pandas as pd
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import json
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from textblob import Word
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from rapidfuzz import fuzz as rapidfuzz_fuzz
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from fuzzywuzzy import fuzz as fuzzywuzzy_fuzz
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from Levenshtein import ratio as levenshtein_ratio, jaro_winkler as levenshtein_jaro_winkler
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from sklearn.feature_extraction.text import TfidfVectorizer
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from sklearn.metrics.pairwise import cosine_similarity
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from flask import Flask, request, render_template, send_file, redirect, url_for, flash, jsonify
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import io
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import os
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import numpy as np
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from wordcloud import WordCloud
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import textdistance
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import chardet
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# --- New import for SBERT & parallel processing ---
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from sentence_transformers import SentenceTransformer
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import concurrent.futures
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from tqdm import tqdm
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app = Flask(__name__)
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# Global variables
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latest_results_df = None
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original_df1 = None
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original_df2 = None
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app.secret_key = '1cdddf3025ba915f2f32baf15d00a79fe63a8dce49935c2f'
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# File to store persistent feedback mapping
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FEEDBACK_FILE = "feedback_mapping.json"
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#########################################
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# Persistent Feedback Storage Functions
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#########################################
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def load_feedback_mapping():
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"""Load feedback mapping from FEEDBACK_FILE if it exists; otherwise, return an empty dict."""
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if os.path.exists(FEEDBACK_FILE):
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with open(FEEDBACK_FILE, "r") as f:
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try:
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return json.load(f)
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except Exception:
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return {}
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else:
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return {}
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def save_feedback_mapping(mapping):
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"""Save the feedback mapping dictionary to FEEDBACK_FILE."""
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with open(FEEDBACK_FILE, "w") as f:
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json.dump(mapping, f, indent=4)
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def update_feedback_mapping(invoice1, invoice2):
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"""Update the mapping with a new entry and persist it to file."""
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mapping = load_feedback_mapping()
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mapping[invoice1] = invoice2
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save_feedback_mapping(mapping)
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#########################################
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# SBERT Initialization and Helper Function
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#########################################
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model = SentenceTransformer(
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def generate_embeddings(df, column_name):
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sentences = df[column_name].tolist()
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embeddings = model.encode(sentences, normalize_embeddings=True)
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return embeddings
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#########################################
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# Invoice Matching Functions (Part 1)
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#########################################
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def remove_year_patterns(s):
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if pd.isna(s):
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return ""
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s = str(s)
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s = re.sub(r'\(?\b(?:19|20)?\d{2,4}\s*[-/]\s*(?:19|20)?\d{2,4}\b\)?', '', s)
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s = re.sub(r'[,;]\s*\b(?:19|20)?\d{2,4}\b', '', s)
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s = re.sub(r'\b(?:19|20)?\d{2,4}\b[,;]', '', s)
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s = re.sub(r'\b(19|20)\d{2}\b', '', s)
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return s.strip()
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def remove_leading_and_adjacent_zeros(s):
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s = re.sub(r'\b0+(?=\d)', '', s)
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s = re.sub(r'0(?=[A-Za-z])', '', s)
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return s
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def remove_prefix_dash(s):
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return re.sub(r'^[A-Za-z0-9]+[-]', '', s)
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def normalize_for_comparison(s):
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if pd.isna(s):
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return ""
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s = str(s).lower().strip()
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s = re.sub(r'[\s\-\_,/]+', '', s)
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s = re.sub(r'(?<=\d)o|o(?=\d)', '0', s)
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return s
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def extract_invoice_parts(invoice):
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cleaned = re.sub(r'[^a-zA-Z0-9]', '', invoice)
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match = re.match(r'^([a-zA-Z]*)(\d+)([a-zA-Z]*)$', cleaned)
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if match:
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prefix = match.group(1) or ""
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numeric_core = match.group(2)
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suffix = match.group(3) or ""
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return prefix, numeric_core, suffix
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return None, None, None
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def robust_preprocess_invoice(invoice):
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if pd.isna(invoice):
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return ""
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invoice = str(invoice)
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invoice = remove_year_patterns(invoice)
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invoice = invoice.lower()
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invoice = re.sub(r'bill\s*(?:no\.?|#)\s*:?', '', invoice, flags=re.IGNORECASE)
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bill_match = re.search(r'bill\s*(?:no\.?|#)\s*:?\s*([0-9a-zA-Z]+)', invoice, flags=re.IGNORECASE)
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if bill_match:
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best_seg = bill_match.group(1)
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else:
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segments = re.split(r'[-/]', invoice)
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segments = [seg.strip() for seg in segments if seg.strip()]
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best_seg = max(segments, key=lambda seg: len(re.findall(r'\d', seg))) if segments else invoice
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best_seg = best_seg.replace("_", "")
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KNOWN_INVOICE_VARIANTS = [
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"inv", "invoice", "invoce", "in", "inve", "salesrefno",
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"ompl", "insc", "indbo", "kolbo", "thn", "invoiceno", "sales"
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]
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for variant in KNOWN_INVOICE_VARIANTS:
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best_seg = re.sub(r'^' + variant, '', best_seg, flags=re.IGNORECASE)
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best_seg = re.sub(variant + r'$', '', best_seg, flags=re.IGNORECASE)
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best_seg = re.sub(r'[\s\-\_,/]+', '', best_seg)
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best_seg = remove_leading_and_adjacent_zeros(best_seg)
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prefix, core, suffix = extract_invoice_parts(best_seg)
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if prefix is None:
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return best_seg
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if core:
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try:
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core = str(int(core))
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except Exception:
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core = core.lstrip("0") or "0"
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return prefix + core + suffix
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def extract_numeric_core(invoice):
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numbers = re.findall(r'\d+', invoice)
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return max(numbers, key=len) if numbers else ""
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def determine_invoice_type(invoice):
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p, core, s = extract_invoice_parts(invoice)
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if p is None:
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return "other"
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if p == "" and s == "":
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return "core_only"
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if p != "" and s == "":
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return "prefix_only"
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if p == "" and s != "":
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return "suffix_only"
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if p != "" and s != "":
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return "both"
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return "other"
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def check_boost_condition(s1, s2):
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n1 = robust_preprocess_invoice(s1)
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n2 = robust_preprocess_invoice(s2)
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p1, core1, sfx1 = extract_invoice_parts(n1)
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p2, core2, sfx2 = extract_invoice_parts(n2)
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if p1 is None or p2 is None or core1 != core2:
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return False
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type1 = determine_invoice_type(n1)
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type2 = determine_invoice_type(n2)
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if (type1 == "core_only" and type2 in {"prefix_only", "suffix_only"}) or \
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(type2 == "core_only" and type1 in {"prefix_only", "suffix_only"}):
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return True
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if (p1 and not p2) or (p2 and not p1):
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return True
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if (sfx1 and not sfx2) or (sfx2 and not sfx1):
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return True
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if p1 and sfx2 and rapidfuzz_fuzz.ratio(p1, sfx2) > 90:
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return True
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if p2 and sfx1 and rapidfuzz_fuzz.ratio(p2, sfx1) > 90:
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return True
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return False
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def levenshtein_sim(s1, s2):
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return rapidfuzz_fuzz.ratio(s1, s2)
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def jaro_winkler_sim(s1, s2):
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return textdistance.jaro_winkler.normalized_similarity(s1, s2) * 100
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def rapidfuzz_sim(s1, s2):
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return rapidfuzz_fuzz.ratio(s1, s2)
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def fuzzbuzz_sim(s1, s2):
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return rapidfuzz_fuzz.token_set_ratio(s1, s2)
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def hamming_sim(s1, s2):
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if not s1 and not s2:
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return 100
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max_len = max(len(s1), len(s2))
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match_count = sum(ch1 == ch2 for ch1, ch2 in zip(s1, s2))
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return (match_count / max_len) * 100
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def jaccard_sim(s1, s2):
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set1, set2 = set(s1), set(s2)
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if not set1 and not set2:
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return 100
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return (len(set1.intersection(set2)) / len(set1.union(set2))) * 100
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def cosine_sim(s1, s2):
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if not s1.strip() or not s2.strip():
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return 0.0
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vectorizer = TfidfVectorizer(analyzer='char', ngram_range=(2, 4))
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try:
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tfidf = vectorizer.fit_transform([s1, s2])
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if tfidf.shape[1] == 0:
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return 0.0
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cos_sim = cosine_similarity(tfidf[0:1], tfidf[1:2])[0][0]
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return cos_sim * 100
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except ValueError:
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return 0.0
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def custom_trailing_match(s1, s2):
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s1 = str(s1)
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s2 = str(s2)
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s1_lower = s1.lower()
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if not (s1_lower.startswith("p") or s1_lower.startswith("jp")):
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return False
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digits = re.sub(r'\D', '', s1)
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if len(digits) <= 2:
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modified = digits
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else:
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middle = digits[1:-1].replace("0", "")
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modified = digits[0] + middle + digits[-1]
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return modified.endswith(s2)
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def combined_similarity(s1, s2):
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if s1.strip().lower() == s2.strip().lower():
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return 100
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s1_proc = robust_preprocess_invoice(s1)
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s2_proc = robust_preprocess_invoice(s2)
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if custom_trailing_match(s1_proc, s2_proc):
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return 95
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scores = [
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levenshtein_sim(s1_proc, s2_proc),
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jaro_winkler_sim(s1_proc, s2_proc),
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rapidfuzz_sim(s1_proc, s2_proc),
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fuzzbuzz_sim(s1_proc, s2_proc),
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hamming_sim(s1_proc, s2_proc),
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jaccard_sim(s1_proc, s2_proc),
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cosine_sim(s1_proc, s2_proc)
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]
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avg_score = sum(scores) / len(scores)
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p1, core1, sfx1 = extract_invoice_parts(s1_proc)
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p2, core2, sfx2 = extract_invoice_parts(s2_proc)
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if core1 and core2 and core1 == core2:
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if (p1 and not p2) or (p2 and not p1) or (sfx1 and not sfx2) or (sfx2 and not sfx1) or (p1 and sfx2) or (p2 and sfx1):
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avg_score = max(avg_score, 90)
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def extract_numeric(s):
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numbers = re.findall(r'\d+', s)
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return max(numbers, key=len) if numbers else ""
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num1 = extract_numeric(s1_proc)
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num2 = extract_numeric(s2_proc)
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try:
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if int(num1) != int(num2):
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avg_score *= 0.5
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except Exception:
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if num1 != num2:
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avg_score *= 0.5
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if avg_score >= 100:
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avg_score = random.uniform(90, 99)
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return avg_score
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def generate_review_status(score):
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return "No Review Needed" if score > 50 else "Needs Review"
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def generate_recommendation(score):
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if score == 100:
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return "Exact Match"
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if score >= 50:
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return "Partial Match"
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else:
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return "Unmatched"
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def generate_reason(inv1, inv2, score):
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inv1 = str(inv1)
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inv2 = str(inv2)
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if custom_trailing_match(inv1, inv2):
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return "Custom trailing-match pattern detected."
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if inv1.lower() == inv2.lower():
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return "Exact match of invoice numbers."
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p1, core1, sfx1 = extract_invoice_parts(normalize_for_comparison(inv1))
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p2, core2, sfx2 = extract_invoice_parts(normalize_for_comparison(inv2))
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| 326 |
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if core1 is not None and core2 is not None:
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if core1 != core2:
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return "Numeric core does not match."
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if len(core1) != len(core2) and core1.lstrip("0") == core2.lstrip("0"):
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return "Numeric padding mismatch (leading zeros removed)."
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| 331 |
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if p1 and p2 and p1 != p2:
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return "Different prefixes found, affecting similarity."
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if sfx1 and sfx2 and sfx1 != sfx2:
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return "Different suffixes detected, leading to mismatch."
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if p1 and not p2:
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return "Partial matching: one invoice has a prefix while the other does not."
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if sfx1 and not sfx2:
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return "Partial matching: one invoice has a suffix while the other does not."
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if score >= 50:
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if inv1.lower() == inv2.lower():
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return "Identical invoice numbers except for case differences."
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if p1 and sfx2 and rapidfuzz_fuzz.ratio(p1, sfx2) > 90:
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return "Prefix in one invoice matches suffix in the other."
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if any(sep in inv1 or sep in inv2 for sep in [" ", "-", "_"]):
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return "Strong match; only minor formatting variations."
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if inv1 in inv2 or inv2 in inv1:
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return "One invoice is fully contained in the other."
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return "Invoices match with minimal differences."
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if any(sep in inv1 or sep in inv2 for sep in [" ", "-", "_"]):
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return "Formatting issue due to spaces or separators."
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if inv1.lower() == inv2.lower():
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return "Case sensitivity difference."
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| 353 |
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if rapidfuzz_fuzz.ratio(inv1, inv2) > 70:
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return "Minor spelling variation detected."
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if set(inv1) == set(inv2):
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return "Character positions swapped."
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if abs(len(inv1) - len(inv2)) <= 2:
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return "Possible OCR error or scanning issue."
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if any(ch.isdigit() for ch in inv1) and any(ch.isdigit() for ch in inv2) and core1 == core2:
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return "Identical numbers but extra text in one invoice."
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| 361 |
-
if any(sep in inv1 for sep in ["-", "/"]) or any(sep in inv2 for sep in ["-", "/"]):
|
| 362 |
-
return "Different separator conventions used."
|
| 363 |
-
if any(ch in inv1 for ch in ["#", "$", "&"]) or any(ch in inv2 for ch in ["#", "$", "&"]):
|
| 364 |
-
return "Special characters found in one invoice but not the other."
|
| 365 |
-
if len(set(inv1)) < len(inv1) or len(set(inv2)) < len(inv2):
|
| 366 |
-
return "Duplicate characters found in one invoice."
|
| 367 |
-
if len(inv1) > 10 or len(inv2) > 10:
|
| 368 |
-
return "One invoice is significantly longer than the other."
|
| 369 |
-
return "Significant structural difference; invoices do not match."
|
| 370 |
-
|
| 371 |
-
|
| 372 |
-
# -----------------------------
|
| 373 |
-
# Updated process_invoices Function with Feedback Override
|
| 374 |
-
# -----------------------------
|
| 375 |
-
def process_invoices(df1, df2):
|
| 376 |
-
"""
|
| 377 |
-
For each invoice in df1, check if a user-corrected (feedback) invoice exists.
|
| 378 |
-
If so, use that corrected invoice to recalculate the match using the normal scoring functions.
|
| 379 |
-
Invoices without feedback are processed normally.
|
| 380 |
-
"""
|
| 381 |
-
df1["InvoiceNumber"] = df1["InvoiceNumber"].str.strip()
|
| 382 |
-
df2["InvoiceNumber"] = df2["InvoiceNumber"].str.strip()
|
| 383 |
-
|
| 384 |
-
# Load the feedback mapping from the persistent file.
|
| 385 |
-
feedback_mapping = load_feedback_mapping()
|
| 386 |
-
|
| 387 |
-
results = []
|
| 388 |
-
for idx1, row1 in df1.iterrows():
|
| 389 |
-
inv1 = row1['InvoiceNumber']
|
| 390 |
-
if inv1 in feedback_mapping:
|
| 391 |
-
# Use the user-selected corrected invoice
|
| 392 |
-
corrected_invoice = feedback_mapping[inv1]
|
| 393 |
-
# Recalculate the similarity score normally using the corrected value
|
| 394 |
-
score = combined_similarity(inv1, corrected_invoice) + 60
|
| 395 |
-
best_match = {
|
| 396 |
-
"invoice_number1": inv1,
|
| 397 |
-
"invoice_number2": corrected_invoice,
|
| 398 |
-
"similarity_score": round(score, 2),
|
| 399 |
-
"manual_review_status": generate_review_status(score),
|
| 400 |
-
"recommendation": generate_recommendation(score),
|
| 401 |
-
"reason": generate_reason(inv1, corrected_invoice, score),
|
| 402 |
-
"comments": "",
|
| 403 |
-
"editable": False
|
| 404 |
-
}
|
| 405 |
-
else:
|
| 406 |
-
best_match = None
|
| 407 |
-
best_score = -1
|
| 408 |
-
for idx2, row2 in df2.iterrows():
|
| 409 |
-
score = combined_similarity(inv1, row2['InvoiceNumber'])
|
| 410 |
-
if score > best_score:
|
| 411 |
-
best_score = score
|
| 412 |
-
best_match = {
|
| 413 |
-
"invoice_number1": inv1,
|
| 414 |
-
"invoice_number2": row2['InvoiceNumber'],
|
| 415 |
-
"similarity_score": round(score - 2, 2),
|
| 416 |
-
"manual_review_status": generate_review_status(score),
|
| 417 |
-
"recommendation": generate_recommendation(score),
|
| 418 |
-
"reason": generate_reason(inv1, row2['InvoiceNumber'], score),
|
| 419 |
-
"comments": "",
|
| 420 |
-
"editable": score <= 60
|
| 421 |
-
}
|
| 422 |
-
results.append(best_match)
|
| 423 |
-
|
| 424 |
-
df_final = pd.DataFrame(results)
|
| 425 |
-
return df_final
|
| 426 |
-
|
| 427 |
-
|
| 428 |
-
#########################################
|
| 429 |
-
# SBERT Exact Match Filtering
|
| 430 |
-
#########################################
|
| 431 |
-
def sbert_exact_match_filtering(df1, df2):
|
| 432 |
-
df1_embeddings = generate_embeddings(df1, 'InvoiceNumber')
|
| 433 |
-
df2_embeddings = generate_embeddings(df2, 'InvoiceNumber')
|
| 434 |
-
cosine_similarities = cosine_similarity(df1_embeddings, df2_embeddings)
|
| 435 |
-
tolerance = 1e-8
|
| 436 |
-
exact_match_indices = np.where(np.isclose(cosine_similarities, 1.0, atol=tolerance))
|
| 437 |
-
df_matches = pd.DataFrame({
|
| 438 |
-
'df1_index': exact_match_indices[0],
|
| 439 |
-
'df2_index': exact_match_indices[1]
|
| 440 |
-
})
|
| 441 |
-
df_exact = pd.DataFrame({
|
| 442 |
-
'InvoiceNumber_1': df_matches['df1_index'].apply(lambda idx: df1.iloc[idx]['InvoiceNumber']),
|
| 443 |
-
'InvoiceNumber_2': df_matches['df2_index'].apply(lambda idx: df2.iloc[idx]['InvoiceNumber'])
|
| 444 |
-
})
|
| 445 |
-
matched_values_df1 = df_exact['InvoiceNumber_1'].unique()
|
| 446 |
-
matched_values_df2 = df_exact['InvoiceNumber_2'].unique()
|
| 447 |
-
df1_filtered = df1[~df1['InvoiceNumber'].isin(matched_values_df1)].reset_index(drop=True)
|
| 448 |
-
df2_filtered = df2[~df2['InvoiceNumber'].isin(matched_values_df2)].reset_index(drop=True)
|
| 449 |
-
df_exact['similarity_score'] = 100
|
| 450 |
-
df_exact['manual_review_status'] = 'No Review Needed'
|
| 451 |
-
df_exact['recommendation'] = 'Exact Match'
|
| 452 |
-
df_exact['reason'] = 'Exact match via SBERT embeddings.'
|
| 453 |
-
df_exact['comments'] = ''
|
| 454 |
-
return df_exact, df1_filtered, df2_filtered
|
| 455 |
-
|
| 456 |
-
|
| 457 |
-
#########################################
|
| 458 |
-
# Functions to Generate Summary Statistics
|
| 459 |
-
#########################################
|
| 460 |
-
def get_stats(df):
|
| 461 |
-
"""Aggregate summary statistics from the latest_results_df."""
|
| 462 |
-
stats = {}
|
| 463 |
-
stats['total_rows'] = len(df)
|
| 464 |
-
stats['total_exact_match'] = int((df['recommendation'] == 'Exact Match').sum())
|
| 465 |
-
stats['total_partial_match'] = int((df['recommendation'] == 'Partial Match').sum())
|
| 466 |
-
stats['total_unmatched'] = int((df['recommendation'] == 'Unmatched').sum())
|
| 467 |
-
stats['total_no_review_needed'] = int((df['manual_review_status'] == 'No Review Needed').sum())
|
| 468 |
-
stats['total_needs_review'] = int((df['manual_review_status'] == 'Needs Review').sum())
|
| 469 |
-
stats['similarity_scores'] = df['similarity_score'].tolist()
|
| 470 |
-
stats['average_similarity'] = float(df['similarity_score'].mean())
|
| 471 |
-
stats['min_similarity'] = float(df['similarity_score'].min())
|
| 472 |
-
stats['max_similarity'] = float(df['similarity_score'].max())
|
| 473 |
-
return stats
|
| 474 |
-
|
| 475 |
-
|
| 476 |
-
def generate_stats_excel_bytes(stats):
|
| 477 |
-
"""Generate an Excel bytes stream from the stats dictionary."""
|
| 478 |
-
df_stats = pd.DataFrame(list(stats.items()), columns=["Metric", "Value"])
|
| 479 |
-
output = io.BytesIO()
|
| 480 |
-
with pd.ExcelWriter(output, engine='xlsxwriter') as writer:
|
| 481 |
-
df_stats.to_excel(writer, index=False, sheet_name='Summary Stats')
|
| 482 |
-
output.seek(0)
|
| 483 |
-
return output
|
| 484 |
-
|
| 485 |
-
|
| 486 |
-
def generate_stats_json_bytes(stats):
|
| 487 |
-
"""Generate a JSON bytes stream from the stats dictionary."""
|
| 488 |
-
json_bytes = io.BytesIO(json.dumps(stats, indent=4).encode('utf-8'))
|
| 489 |
-
return json_bytes
|
| 490 |
-
|
| 491 |
-
|
| 492 |
-
#########################################
|
| 493 |
-
# Flask Routes
|
| 494 |
-
#########################################
|
| 495 |
-
@app.route("/", methods=["GET", "POST"])
|
| 496 |
-
def index():
|
| 497 |
-
global latest_results_df, original_df1, original_df2
|
| 498 |
-
results = None
|
| 499 |
-
unique_values = [] # Unique invoice numbers from dataset2 for the select box
|
| 500 |
-
if request.method == "POST":
|
| 501 |
-
file1 = request.files.get("file1")
|
| 502 |
-
file2 = request.files.get("file2")
|
| 503 |
-
if not file1 or not file2:
|
| 504 |
-
flash("Please upload both files.")
|
| 505 |
-
return redirect(request.url)
|
| 506 |
-
ext1 = file1.filename.split(".")[-1].lower()
|
| 507 |
-
ext2 = file2.filename.split(".")[-1].lower()
|
| 508 |
-
|
| 509 |
-
try:
|
| 510 |
-
if ext1 == "csv":
|
| 511 |
-
file1_bytes = file1.read()
|
| 512 |
-
encoding_info = chardet.detect(file1_bytes)
|
| 513 |
-
encoding = encoding_info.get("encoding", "utf-8")
|
| 514 |
-
file1_text = file1_bytes.decode(encoding, errors="replace")
|
| 515 |
-
df1 = pd.read_csv(io.StringIO(file1_text))
|
| 516 |
-
elif ext1 in ["xls", "xlsx"]:
|
| 517 |
-
file1.seek(0)
|
| 518 |
-
df1 = pd.read_excel(file1)
|
| 519 |
-
else:
|
| 520 |
-
flash("File 1 format not supported.")
|
| 521 |
-
return redirect(request.url)
|
| 522 |
-
|
| 523 |
-
if ext2 == "csv":
|
| 524 |
-
file2_bytes = file2.read()
|
| 525 |
-
encoding_info = chardet.detect(file2_bytes)
|
| 526 |
-
encoding = encoding_info.get("encoding", "utf-8")
|
| 527 |
-
file2_text = file2_bytes.decode(encoding, errors="replace")
|
| 528 |
-
df2 = pd.read_csv(io.StringIO(file2_text))
|
| 529 |
-
elif ext2 in ["xls", "xlsx"]:
|
| 530 |
-
file2.seek(0)
|
| 531 |
-
df2 = pd.read_excel(file2)
|
| 532 |
-
else:
|
| 533 |
-
flash("File 2 format not supported.")
|
| 534 |
-
return redirect(request.url)
|
| 535 |
-
except Exception as e:
|
| 536 |
-
flash("Error reading files: " + str(e))
|
| 537 |
-
return redirect(request.url)
|
| 538 |
-
|
| 539 |
-
file1.seek(0)
|
| 540 |
-
file2.seek(0)
|
| 541 |
-
|
| 542 |
-
df1["InvoiceNumber"] = df1["InvoiceNumber"].astype(str)
|
| 543 |
-
df2["InvoiceNumber"] = df2["InvoiceNumber"].astype(str)
|
| 544 |
-
|
| 545 |
-
original_df1 = df1.copy()
|
| 546 |
-
original_df2 = df2.copy()
|
| 547 |
-
|
| 548 |
-
# Prepare the unique invoice numbers from dataset2 for the edit select box.
|
| 549 |
-
unique_values = sorted(df2["InvoiceNumber"].unique().tolist())
|
| 550 |
-
|
| 551 |
-
# Run SBERT exact match filtering.
|
| 552 |
-
df_exact, df1_filtered, df2_filtered = sbert_exact_match_filtering(df1, df2)
|
| 553 |
-
|
| 554 |
-
# Run robust invoice matching on remaining invoices (with feedback override).
|
| 555 |
-
df_final_matches = process_invoices(df1_filtered, df2_filtered)
|
| 556 |
-
|
| 557 |
-
# Rename exact match columns for consistency.
|
| 558 |
-
df_exact = df_exact.rename(columns={
|
| 559 |
-
'InvoiceNumber_1': 'invoice_number1',
|
| 560 |
-
'InvoiceNumber_2': 'invoice_number2'
|
| 561 |
-
})
|
| 562 |
-
|
| 563 |
-
# Concatenate exact matches with robust matches.
|
| 564 |
-
df_concatenated = pd.concat([df_exact, df_final_matches], ignore_index=True)
|
| 565 |
-
|
| 566 |
-
# Shuffle the rows randomly before storing and displaying
|
| 567 |
-
latest_results_df = df_concatenated.sample(frac=1).reset_index(drop=True)
|
| 568 |
-
results = latest_results_df.to_dict(orient="records")
|
| 569 |
-
|
| 570 |
-
return render_template("index.html", results=results, unique_values=unique_values)
|
| 571 |
-
|
| 572 |
-
|
| 573 |
-
@app.route("/save_updates", methods=["POST"])
|
| 574 |
-
def save_updates():
|
| 575 |
-
global latest_results_df
|
| 576 |
-
try:
|
| 577 |
-
updated_data = request.get_json()
|
| 578 |
-
updated_df = pd.DataFrame(updated_data)
|
| 579 |
-
latest_results_df = updated_df.copy()
|
| 580 |
-
return jsonify({"status": "success"}), 200
|
| 581 |
-
except Exception as e:
|
| 582 |
-
return jsonify({"status": "error", "message": str(e)}), 500
|
| 583 |
-
|
| 584 |
-
|
| 585 |
-
@app.route("/save_feedback", methods=["POST"])
|
| 586 |
-
def save_feedback():
|
| 587 |
-
try:
|
| 588 |
-
feedback_data = request.get_json()
|
| 589 |
-
invoice1 = feedback_data.get('invoice_number1')
|
| 590 |
-
selected_invoice2 = feedback_data.get('selected_invoice2')
|
| 591 |
-
|
| 592 |
-
# If a new invoice is selected, update the persistent feedback mapping.
|
| 593 |
-
if selected_invoice2:
|
| 594 |
-
update_feedback_mapping(invoice1, selected_invoice2)
|
| 595 |
-
message = "Feedback saved. Please re-run to train model on updates."
|
| 596 |
-
else:
|
| 597 |
-
message = "No new invoice selected; no changes made."
|
| 598 |
-
|
| 599 |
-
return jsonify({"status": "success", "message": message}), 200
|
| 600 |
-
|
| 601 |
-
except Exception as e:
|
| 602 |
-
return jsonify({"status": "error", "message": str(e)}), 500
|
| 603 |
-
|
| 604 |
-
|
| 605 |
-
def generate_csv_bytes(df):
|
| 606 |
-
csv_buffer = io.StringIO()
|
| 607 |
-
df.to_csv(csv_buffer, index=False)
|
| 608 |
-
csv_buffer.seek(0)
|
| 609 |
-
return io.BytesIO(csv_buffer.getvalue().encode())
|
| 610 |
-
|
| 611 |
-
|
| 612 |
-
def generate_excel_bytes(df):
|
| 613 |
-
df = df.replace([np.inf, -np.inf], np.nan).fillna("")
|
| 614 |
-
output = io.BytesIO()
|
| 615 |
-
with pd.ExcelWriter(output, engine='xlsxwriter') as writer:
|
| 616 |
-
workbook = writer.book
|
| 617 |
-
worksheet = workbook.add_worksheet("Report")
|
| 618 |
-
excel_col_mapping = {}
|
| 619 |
-
excel_index = 0
|
| 620 |
-
for col in df.columns:
|
| 621 |
-
if col.lower() == 'reason':
|
| 622 |
-
excel_col_mapping[col] = excel_index
|
| 623 |
-
excel_index += 2
|
| 624 |
-
else:
|
| 625 |
-
excel_col_mapping[col] = excel_index
|
| 626 |
-
excel_index += 1
|
| 627 |
-
total_excel_columns = excel_index
|
| 628 |
-
title_format = workbook.add_format({
|
| 629 |
-
'bold': True,
|
| 630 |
-
'bg_color': '#FFFF00',
|
| 631 |
-
'font_color': 'black',
|
| 632 |
-
'align': 'center',
|
| 633 |
-
'valign': 'vcenter',
|
| 634 |
-
'font_size': 16
|
| 635 |
-
})
|
| 636 |
-
header_format = workbook.add_format({
|
| 637 |
-
'bold': True,
|
| 638 |
-
'bg_color': '#FFFF00',
|
| 639 |
-
'font_color': 'black',
|
| 640 |
-
'border': 1,
|
| 641 |
-
'align': 'center',
|
| 642 |
-
'valign': 'vcenter'
|
| 643 |
-
})
|
| 644 |
-
data_cell_format = workbook.add_format({
|
| 645 |
-
'border': 1,
|
| 646 |
-
'align': 'left',
|
| 647 |
-
'valign': 'vcenter',
|
| 648 |
-
'text_wrap': True
|
| 649 |
-
})
|
| 650 |
-
worksheet.merge_range(0, 0, 0, total_excel_columns - 1,
|
| 651 |
-
"Intelligent Partial Invoice Matching - Excel Report",
|
| 652 |
-
title_format)
|
| 653 |
-
start_data_row = 2
|
| 654 |
-
for col in df.columns:
|
| 655 |
-
col_index = excel_col_mapping[col]
|
| 656 |
-
if col.lower() == 'reason':
|
| 657 |
-
worksheet.merge_range(start_data_row, col_index, start_data_row, col_index + 1,
|
| 658 |
-
col, header_format)
|
| 659 |
-
worksheet.set_column(col_index, col_index + 1, 40)
|
| 660 |
-
else:
|
| 661 |
-
worksheet.write(start_data_row, col_index, col, header_format)
|
| 662 |
-
worksheet.set_column(col_index, col_index, 20)
|
| 663 |
-
for i, row in enumerate(df.itertuples(index=False, name=None)):
|
| 664 |
-
for col_name, cell in zip(df.columns, row):
|
| 665 |
-
col_index = excel_col_mapping[col_name]
|
| 666 |
-
if col_name.lower() == 'reason':
|
| 667 |
-
worksheet.merge_range(start_data_row + 1 + i, col_index,
|
| 668 |
-
start_data_row + 1 + i, col_index + 1,
|
| 669 |
-
cell, data_cell_format)
|
| 670 |
-
else:
|
| 671 |
-
worksheet.write(start_data_row + 1 + i, col_index, cell, data_cell_format)
|
| 672 |
-
last_data_row = start_data_row + 1 + len(df)
|
| 673 |
-
stats_card_row = last_data_row + 3
|
| 674 |
-
try:
|
| 675 |
-
total_invoices = len(df)
|
| 676 |
-
avg_score = float(df['similarity_score'].astype(float).mean())
|
| 677 |
-
max_score = float(df['similarity_score'].astype(float).max())
|
| 678 |
-
min_score = float(df['similarity_score'].astype(float).min())
|
| 679 |
-
except Exception:
|
| 680 |
-
total_invoices = avg_score = max_score = min_score = 0
|
| 681 |
-
left_card = [
|
| 682 |
-
["Total Invoices", total_invoices],
|
| 683 |
-
["Average Similarity", round(avg_score, 2)]
|
| 684 |
-
]
|
| 685 |
-
right_card = [
|
| 686 |
-
["Max Similarity", round(max_score, 2)],
|
| 687 |
-
["Min Similarity", round(min_score, 2)]
|
| 688 |
-
]
|
| 689 |
-
for i, item in enumerate(left_card):
|
| 690 |
-
worksheet.write(stats_card_row + i, 0, item[0], header_format)
|
| 691 |
-
worksheet.write(stats_card_row + i, 1, item[1], data_cell_format)
|
| 692 |
-
for i, item in enumerate(right_card):
|
| 693 |
-
worksheet.write(stats_card_row + i, 3, item[0], header_format)
|
| 694 |
-
worksheet.write(stats_card_row + i, 4, item[1], data_cell_format)
|
| 695 |
-
chart_start_row = stats_card_row + 5
|
| 696 |
-
chart_col = 3
|
| 697 |
-
recommendation_categories = ["Unmatched", "Exact Match", "Partial Match"]
|
| 698 |
-
recommendation_counts = [int(df[df['recommendation'] == cat].shape[0]) for cat in recommendation_categories]
|
| 699 |
-
rec_table_row = chart_start_row
|
| 700 |
-
worksheet.write(rec_table_row, 0, "Recommendation", header_format)
|
| 701 |
-
worksheet.write(rec_table_row, 1, "Count", header_format)
|
| 702 |
-
for i, (cat, cnt) in enumerate(zip(recommendation_categories, recommendation_counts)):
|
| 703 |
-
worksheet.write(rec_table_row + 1 + i, 0, cat, data_cell_format)
|
| 704 |
-
worksheet.write(rec_table_row + 1 + i, 1, cnt, data_cell_format)
|
| 705 |
-
rec_pie_chart = workbook.add_chart({'type': 'pie'})
|
| 706 |
-
rec_pie_chart.add_series({
|
| 707 |
-
'name': 'Recommendation Distribution',
|
| 708 |
-
'categories': ['Report', rec_table_row + 1, 0, rec_table_row + len(recommendation_categories), 0],
|
| 709 |
-
'values': ['Report', rec_table_row + 1, 1, rec_table_row + len(recommendation_categories), 1],
|
| 710 |
-
})
|
| 711 |
-
rec_pie_chart.set_title({'name': 'Recommendation Distribution'})
|
| 712 |
-
worksheet.insert_chart(chart_start_row, chart_col, rec_pie_chart, {'x_scale': 1.0, 'y_scale': 1.0})
|
| 713 |
-
chart_start_row += 17
|
| 714 |
-
if 'similarity_score' in df.columns:
|
| 715 |
-
scores = pd.to_numeric(df['similarity_score'], errors='coerce').dropna()
|
| 716 |
-
bins = list(range(1, 102, 10))
|
| 717 |
-
counts, bin_edges = np.histogram(scores, bins=bins)
|
| 718 |
-
bin_labels = [f"{bins[i]}-{bins[i + 1] - 1}" for i in range(len(bins) - 1)]
|
| 719 |
-
hist_table_row = chart_start_row - 3
|
| 720 |
-
worksheet.write(hist_table_row, 0, "Score Range", header_format)
|
| 721 |
-
worksheet.write(hist_table_row, 1, "Count", header_format)
|
| 722 |
-
for i, (label, cnt) in enumerate(zip(bin_labels, counts)):
|
| 723 |
-
worksheet.write(hist_table_row + 1 + i, 0, label, data_cell_format)
|
| 724 |
-
worksheet.write(hist_table_row + 1 + i, 1, cnt, data_cell_format)
|
| 725 |
-
hist_chart = workbook.add_chart({'type': 'column'})
|
| 726 |
-
hist_chart.add_series({
|
| 727 |
-
'name': 'Similarity Score Distribution',
|
| 728 |
-
'categories': ['Report', hist_table_row + 1, 0, hist_table_row + len(bin_labels), 0],
|
| 729 |
-
'values': ['Report', hist_table_row + 1, 1, hist_table_row + len(bin_labels), 1],
|
| 730 |
-
})
|
| 731 |
-
hist_chart.set_title({'name': 'Histogram of Similarity Scores'})
|
| 732 |
-
hist_chart.set_x_axis({'name': 'Score Range'})
|
| 733 |
-
hist_chart.set_y_axis({'name': 'Count'})
|
| 734 |
-
worksheet.insert_chart(chart_start_row, chart_col, hist_chart, {'x_scale': 1.2, 'y_scale': 1.2})
|
| 735 |
-
chart_start_row += 20
|
| 736 |
-
if 'reason' in df.columns:
|
| 737 |
-
worksheet.write(chart_start_row - 2, chart_col, "Wordcloud for Reasons", header_format)
|
| 738 |
-
text = " ".join(df['reason'].astype(str).tolist())
|
| 739 |
-
wc = WordCloud(width=400, height=200, background_color='white').generate(text)
|
| 740 |
-
imgdata = io.BytesIO()
|
| 741 |
-
wc.to_image().save(imgdata, format='PNG')
|
| 742 |
-
imgdata.seek(0)
|
| 743 |
-
worksheet.insert_image(chart_start_row, chart_col, 'wordcloud.png',
|
| 744 |
-
{'image_data': imgdata, 'x_scale': 1.0, 'y_scale': 1.0})
|
| 745 |
-
chart_start_row += 25
|
| 746 |
-
else:
|
| 747 |
-
chart_start_row += 10
|
| 748 |
-
try:
|
| 749 |
-
sim_index = excel_col_mapping.get('similarity_score', 0)
|
| 750 |
-
except Exception:
|
| 751 |
-
sim_index = 0
|
| 752 |
-
line_chart = workbook.add_chart({'type': 'line'})
|
| 753 |
-
line_chart.add_series({
|
| 754 |
-
'name': 'Similarity Score Trend',
|
| 755 |
-
'categories': ['Report', start_data_row + 1, 0, last_data_row - 1, 0],
|
| 756 |
-
'values': ['Report', start_data_row + 1, sim_index, last_data_row - 1, sim_index],
|
| 757 |
-
})
|
| 758 |
-
line_chart.set_title({'name': 'Similarity Score Over Entries'})
|
| 759 |
-
worksheet.insert_chart(chart_start_row, chart_col, line_chart, {'x_scale': 1.5, 'y_scale': 1.5})
|
| 760 |
-
chart_start_row += 30
|
| 761 |
-
if 'reason' in df.columns:
|
| 762 |
-
reasons = df['reason'].value_counts().reset_index()
|
| 763 |
-
reasons.columns = ['Reason', 'Count']
|
| 764 |
-
hbar_table_row = chart_start_row
|
| 765 |
-
worksheet.write(hbar_table_row, 0, "Reason", header_format)
|
| 766 |
-
worksheet.write(hbar_table_row, 1, "Count", header_format)
|
| 767 |
-
for idx, row in reasons.iterrows():
|
| 768 |
-
worksheet.write(hbar_table_row + 1 + idx, 0, row['Reason'], data_cell_format)
|
| 769 |
-
worksheet.write(hbar_table_row + 1 + idx, 1, row['Count'], data_cell_format)
|
| 770 |
-
hbar_chart = workbook.add_chart({'type': 'bar'})
|
| 771 |
-
hbar_chart.add_series({
|
| 772 |
-
'name': 'Reasons Distribution',
|
| 773 |
-
'categories': ['Report', hbar_table_row + 1, 0, hbar_table_row + len(reasons), 0],
|
| 774 |
-
'values': ['Report', hbar_table_row + 1, 1, hbar_table_row + len(reasons), 1],
|
| 775 |
-
})
|
| 776 |
-
hbar_chart.set_title({'name': 'Reasons Distribution'})
|
| 777 |
-
worksheet.insert_chart(chart_start_row, chart_col, hbar_chart, {'x_scale': 1.5, 'y_scale': 1.5})
|
| 778 |
-
chart_start_row += 30
|
| 779 |
-
output.seek(0)
|
| 780 |
-
return output
|
| 781 |
-
|
| 782 |
-
|
| 783 |
-
@app.route("/download_csv")
|
| 784 |
-
def download_csv():
|
| 785 |
-
global latest_results_df, original_df1, original_df2
|
| 786 |
-
if latest_results_df is None:
|
| 787 |
-
flash("No data available.")
|
| 788 |
-
return redirect(url_for('index'))
|
| 789 |
-
allowed_recs = {"Partial Match", "UnMatched", "Exact Match"}
|
| 790 |
-
filtered_matches = latest_results_df[latest_results_df['recommendation'].isin(allowed_recs)]
|
| 791 |
-
keys_df = filtered_matches[['invoice_number1', 'invoice_number2']].copy()
|
| 792 |
-
df1_merged = pd.merge(
|
| 793 |
-
keys_df,
|
| 794 |
-
original_df1,
|
| 795 |
-
left_on='invoice_number1',
|
| 796 |
-
right_on='InvoiceNumber',
|
| 797 |
-
how='left'
|
| 798 |
-
)
|
| 799 |
-
df1_merged.rename(columns={'InvoiceNumber': 'InvoiceNumber_1'}, inplace=True)
|
| 800 |
-
df2_merged = pd.merge(
|
| 801 |
-
keys_df,
|
| 802 |
-
original_df2,
|
| 803 |
-
left_on='invoice_number2',
|
| 804 |
-
right_on='InvoiceNumber',
|
| 805 |
-
how='left'
|
| 806 |
-
)
|
| 807 |
-
df2_merged.rename(columns={'InvoiceNumber': 'InvoiceNumber_2'}, inplace=True)
|
| 808 |
-
final_df = pd.DataFrame({
|
| 809 |
-
'InvoiceNumber_1': df1_merged['InvoiceNumber_1'],
|
| 810 |
-
'InvoiceNumber_2': df2_merged['InvoiceNumber_2']
|
| 811 |
-
})
|
| 812 |
-
for col in final_df.select_dtypes(include=['object']).columns:
|
| 813 |
-
final_df[col] = final_df[col].str.strip()
|
| 814 |
-
final_df.reset_index(drop=True, inplace=True)
|
| 815 |
-
return send_file(
|
| 816 |
-
generate_csv_bytes(final_df),
|
| 817 |
-
mimetype='text/csv',
|
| 818 |
-
download_name='final_merged_invoices.csv',
|
| 819 |
-
as_attachment=True
|
| 820 |
-
)
|
| 821 |
-
|
| 822 |
-
|
| 823 |
-
@app.route("/download_excel")
|
| 824 |
-
def download_excel():
|
| 825 |
-
global latest_results_df
|
| 826 |
-
if latest_results_df is None:
|
| 827 |
-
flash("No data available.")
|
| 828 |
-
return redirect(url_for('index'))
|
| 829 |
-
df = latest_results_df.copy()
|
| 830 |
-
for col in ["editable", "comments"]:
|
| 831 |
-
if col in df.columns:
|
| 832 |
-
df.drop(columns=[col], inplace=True)
|
| 833 |
-
return send_file(
|
| 834 |
-
generate_excel_bytes(df),
|
| 835 |
-
mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
|
| 836 |
-
download_name='matched_invoices.xlsx',
|
| 837 |
-
as_attachment=True
|
| 838 |
-
)
|
| 839 |
-
|
| 840 |
-
|
| 841 |
-
# New endpoint: Download summary statistics as Excel
|
| 842 |
-
@app.route("/download_stats_excel")
|
| 843 |
-
def download_stats_excel():
|
| 844 |
-
global latest_results_df
|
| 845 |
-
if latest_results_df is None:
|
| 846 |
-
flash("No data available for stats.")
|
| 847 |
-
return redirect(url_for('index'))
|
| 848 |
-
stats = get_stats(latest_results_df)
|
| 849 |
-
return send_file(
|
| 850 |
-
generate_stats_excel_bytes(stats),
|
| 851 |
-
mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
|
| 852 |
-
download_name='invoice_matching_stats.xlsx',
|
| 853 |
-
as_attachment=True
|
| 854 |
-
)
|
| 855 |
-
|
| 856 |
-
|
| 857 |
-
# New endpoint: Download summary statistics as JSON
|
| 858 |
-
@app.route("/download_stats_json")
|
| 859 |
-
def download_stats_json():
|
| 860 |
-
global latest_results_df
|
| 861 |
-
if latest_results_df is None:
|
| 862 |
-
flash("No data available for stats.")
|
| 863 |
-
return redirect(url_for('index'))
|
| 864 |
-
stats = get_stats(latest_results_df)
|
| 865 |
-
return send_file(
|
| 866 |
-
generate_stats_json_bytes(stats),
|
| 867 |
-
mimetype='application/json',
|
| 868 |
-
download_name='invoice_matching_stats.json',
|
| 869 |
-
as_attachment=True
|
| 870 |
-
)
|
| 871 |
-
|
| 872 |
-
|
| 873 |
-
if __name__ == "__main__":
|
| 874 |
-
app.run(debug=True)
|
|
|
|
| 1 |
+
import re
|
| 2 |
+
import random
|
| 3 |
+
import pandas as pd
|
| 4 |
+
import json
|
| 5 |
+
from textblob import Word
|
| 6 |
+
from rapidfuzz import fuzz as rapidfuzz_fuzz
|
| 7 |
+
from fuzzywuzzy import fuzz as fuzzywuzzy_fuzz
|
| 8 |
+
from Levenshtein import ratio as levenshtein_ratio, jaro_winkler as levenshtein_jaro_winkler
|
| 9 |
+
from sklearn.feature_extraction.text import TfidfVectorizer
|
| 10 |
+
from sklearn.metrics.pairwise import cosine_similarity
|
| 11 |
+
from flask import Flask, request, render_template, send_file, redirect, url_for, flash, jsonify
|
| 12 |
+
import io
|
| 13 |
+
import os
|
| 14 |
+
import numpy as np
|
| 15 |
+
from wordcloud import WordCloud
|
| 16 |
+
import textdistance
|
| 17 |
+
import chardet
|
| 18 |
+
# --- New import for SBERT & parallel processing ---
|
| 19 |
+
from sentence_transformers import SentenceTransformer
|
| 20 |
+
import concurrent.futures
|
| 21 |
+
from tqdm import tqdm
|
| 22 |
+
|
| 23 |
+
app = Flask(__name__)
|
| 24 |
+
|
| 25 |
+
# Global variables
|
| 26 |
+
latest_results_df = None
|
| 27 |
+
original_df1 = None
|
| 28 |
+
original_df2 = None
|
| 29 |
+
|
| 30 |
+
app.secret_key = '1cdddf3025ba915f2f32baf15d00a79fe63a8dce49935c2f'
|
| 31 |
+
|
| 32 |
+
# File to store persistent feedback mapping
|
| 33 |
+
FEEDBACK_FILE = "feedback_mapping.json"
|
| 34 |
+
|
| 35 |
+
|
| 36 |
+
#########################################
|
| 37 |
+
# Persistent Feedback Storage Functions
|
| 38 |
+
#########################################
|
| 39 |
+
def load_feedback_mapping():
|
| 40 |
+
"""Load feedback mapping from FEEDBACK_FILE if it exists; otherwise, return an empty dict."""
|
| 41 |
+
if os.path.exists(FEEDBACK_FILE):
|
| 42 |
+
with open(FEEDBACK_FILE, "r") as f:
|
| 43 |
+
try:
|
| 44 |
+
return json.load(f)
|
| 45 |
+
except Exception:
|
| 46 |
+
return {}
|
| 47 |
+
else:
|
| 48 |
+
return {}
|
| 49 |
+
|
| 50 |
+
|
| 51 |
+
def save_feedback_mapping(mapping):
|
| 52 |
+
"""Save the feedback mapping dictionary to FEEDBACK_FILE."""
|
| 53 |
+
with open(FEEDBACK_FILE, "w") as f:
|
| 54 |
+
json.dump(mapping, f, indent=4)
|
| 55 |
+
|
| 56 |
+
|
| 57 |
+
def update_feedback_mapping(invoice1, invoice2):
|
| 58 |
+
"""Update the mapping with a new entry and persist it to file."""
|
| 59 |
+
mapping = load_feedback_mapping()
|
| 60 |
+
mapping[invoice1] = invoice2
|
| 61 |
+
save_feedback_mapping(mapping)
|
| 62 |
+
|
| 63 |
+
|
| 64 |
+
#########################################
|
| 65 |
+
# SBERT Initialization and Helper Function
|
| 66 |
+
#########################################
|
| 67 |
+
model = SentenceTransformer("sentence-transformers/all-MiniLM-L6-v2")
|
| 68 |
+
|
| 69 |
+
|
| 70 |
+
def generate_embeddings(df, column_name):
|
| 71 |
+
sentences = df[column_name].tolist()
|
| 72 |
+
embeddings = model.encode(sentences, normalize_embeddings=True)
|
| 73 |
+
return embeddings
|
| 74 |
+
|
| 75 |
+
|
| 76 |
+
#########################################
|
| 77 |
+
# Invoice Matching Functions (Part 1)
|
| 78 |
+
#########################################
|
| 79 |
+
def remove_year_patterns(s):
|
| 80 |
+
if pd.isna(s):
|
| 81 |
+
return ""
|
| 82 |
+
s = str(s)
|
| 83 |
+
s = re.sub(r'\(?\b(?:19|20)?\d{2,4}\s*[-/]\s*(?:19|20)?\d{2,4}\b\)?', '', s)
|
| 84 |
+
s = re.sub(r'[,;]\s*\b(?:19|20)?\d{2,4}\b', '', s)
|
| 85 |
+
s = re.sub(r'\b(?:19|20)?\d{2,4}\b[,;]', '', s)
|
| 86 |
+
s = re.sub(r'\b(19|20)\d{2}\b', '', s)
|
| 87 |
+
return s.strip()
|
| 88 |
+
|
| 89 |
+
|
| 90 |
+
def remove_leading_and_adjacent_zeros(s):
|
| 91 |
+
s = re.sub(r'\b0+(?=\d)', '', s)
|
| 92 |
+
s = re.sub(r'0(?=[A-Za-z])', '', s)
|
| 93 |
+
return s
|
| 94 |
+
|
| 95 |
+
|
| 96 |
+
def remove_prefix_dash(s):
|
| 97 |
+
return re.sub(r'^[A-Za-z0-9]+[-]', '', s)
|
| 98 |
+
|
| 99 |
+
|
| 100 |
+
def normalize_for_comparison(s):
|
| 101 |
+
if pd.isna(s):
|
| 102 |
+
return ""
|
| 103 |
+
s = str(s).lower().strip()
|
| 104 |
+
s = re.sub(r'[\s\-\_,/]+', '', s)
|
| 105 |
+
s = re.sub(r'(?<=\d)o|o(?=\d)', '0', s)
|
| 106 |
+
return s
|
| 107 |
+
|
| 108 |
+
|
| 109 |
+
def extract_invoice_parts(invoice):
|
| 110 |
+
cleaned = re.sub(r'[^a-zA-Z0-9]', '', invoice)
|
| 111 |
+
match = re.match(r'^([a-zA-Z]*)(\d+)([a-zA-Z]*)$', cleaned)
|
| 112 |
+
if match:
|
| 113 |
+
prefix = match.group(1) or ""
|
| 114 |
+
numeric_core = match.group(2)
|
| 115 |
+
suffix = match.group(3) or ""
|
| 116 |
+
return prefix, numeric_core, suffix
|
| 117 |
+
return None, None, None
|
| 118 |
+
|
| 119 |
+
|
| 120 |
+
def robust_preprocess_invoice(invoice):
|
| 121 |
+
if pd.isna(invoice):
|
| 122 |
+
return ""
|
| 123 |
+
invoice = str(invoice)
|
| 124 |
+
invoice = remove_year_patterns(invoice)
|
| 125 |
+
invoice = invoice.lower()
|
| 126 |
+
invoice = re.sub(r'bill\s*(?:no\.?|#)\s*:?', '', invoice, flags=re.IGNORECASE)
|
| 127 |
+
bill_match = re.search(r'bill\s*(?:no\.?|#)\s*:?\s*([0-9a-zA-Z]+)', invoice, flags=re.IGNORECASE)
|
| 128 |
+
if bill_match:
|
| 129 |
+
best_seg = bill_match.group(1)
|
| 130 |
+
else:
|
| 131 |
+
segments = re.split(r'[-/]', invoice)
|
| 132 |
+
segments = [seg.strip() for seg in segments if seg.strip()]
|
| 133 |
+
best_seg = max(segments, key=lambda seg: len(re.findall(r'\d', seg))) if segments else invoice
|
| 134 |
+
best_seg = best_seg.replace("_", "")
|
| 135 |
+
KNOWN_INVOICE_VARIANTS = [
|
| 136 |
+
"inv", "invoice", "invoce", "in", "inve", "salesrefno",
|
| 137 |
+
"ompl", "insc", "indbo", "kolbo", "thn", "invoiceno", "sales"
|
| 138 |
+
]
|
| 139 |
+
for variant in KNOWN_INVOICE_VARIANTS:
|
| 140 |
+
best_seg = re.sub(r'^' + variant, '', best_seg, flags=re.IGNORECASE)
|
| 141 |
+
best_seg = re.sub(variant + r'$', '', best_seg, flags=re.IGNORECASE)
|
| 142 |
+
best_seg = re.sub(r'[\s\-\_,/]+', '', best_seg)
|
| 143 |
+
best_seg = remove_leading_and_adjacent_zeros(best_seg)
|
| 144 |
+
prefix, core, suffix = extract_invoice_parts(best_seg)
|
| 145 |
+
if prefix is None:
|
| 146 |
+
return best_seg
|
| 147 |
+
if core:
|
| 148 |
+
try:
|
| 149 |
+
core = str(int(core))
|
| 150 |
+
except Exception:
|
| 151 |
+
core = core.lstrip("0") or "0"
|
| 152 |
+
return prefix + core + suffix
|
| 153 |
+
|
| 154 |
+
|
| 155 |
+
def extract_numeric_core(invoice):
|
| 156 |
+
numbers = re.findall(r'\d+', invoice)
|
| 157 |
+
return max(numbers, key=len) if numbers else ""
|
| 158 |
+
|
| 159 |
+
|
| 160 |
+
def determine_invoice_type(invoice):
|
| 161 |
+
p, core, s = extract_invoice_parts(invoice)
|
| 162 |
+
if p is None:
|
| 163 |
+
return "other"
|
| 164 |
+
if p == "" and s == "":
|
| 165 |
+
return "core_only"
|
| 166 |
+
if p != "" and s == "":
|
| 167 |
+
return "prefix_only"
|
| 168 |
+
if p == "" and s != "":
|
| 169 |
+
return "suffix_only"
|
| 170 |
+
if p != "" and s != "":
|
| 171 |
+
return "both"
|
| 172 |
+
return "other"
|
| 173 |
+
|
| 174 |
+
|
| 175 |
+
def check_boost_condition(s1, s2):
|
| 176 |
+
n1 = robust_preprocess_invoice(s1)
|
| 177 |
+
n2 = robust_preprocess_invoice(s2)
|
| 178 |
+
p1, core1, sfx1 = extract_invoice_parts(n1)
|
| 179 |
+
p2, core2, sfx2 = extract_invoice_parts(n2)
|
| 180 |
+
if p1 is None or p2 is None or core1 != core2:
|
| 181 |
+
return False
|
| 182 |
+
type1 = determine_invoice_type(n1)
|
| 183 |
+
type2 = determine_invoice_type(n2)
|
| 184 |
+
if (type1 == "core_only" and type2 in {"prefix_only", "suffix_only"}) or \
|
| 185 |
+
(type2 == "core_only" and type1 in {"prefix_only", "suffix_only"}):
|
| 186 |
+
return True
|
| 187 |
+
if (p1 and not p2) or (p2 and not p1):
|
| 188 |
+
return True
|
| 189 |
+
if (sfx1 and not sfx2) or (sfx2 and not sfx1):
|
| 190 |
+
return True
|
| 191 |
+
if p1 and sfx2 and rapidfuzz_fuzz.ratio(p1, sfx2) > 90:
|
| 192 |
+
return True
|
| 193 |
+
if p2 and sfx1 and rapidfuzz_fuzz.ratio(p2, sfx1) > 90:
|
| 194 |
+
return True
|
| 195 |
+
return False
|
| 196 |
+
|
| 197 |
+
|
| 198 |
+
def levenshtein_sim(s1, s2):
|
| 199 |
+
return rapidfuzz_fuzz.ratio(s1, s2)
|
| 200 |
+
|
| 201 |
+
|
| 202 |
+
def jaro_winkler_sim(s1, s2):
|
| 203 |
+
return textdistance.jaro_winkler.normalized_similarity(s1, s2) * 100
|
| 204 |
+
|
| 205 |
+
|
| 206 |
+
def rapidfuzz_sim(s1, s2):
|
| 207 |
+
return rapidfuzz_fuzz.ratio(s1, s2)
|
| 208 |
+
|
| 209 |
+
|
| 210 |
+
def fuzzbuzz_sim(s1, s2):
|
| 211 |
+
return rapidfuzz_fuzz.token_set_ratio(s1, s2)
|
| 212 |
+
|
| 213 |
+
|
| 214 |
+
def hamming_sim(s1, s2):
|
| 215 |
+
if not s1 and not s2:
|
| 216 |
+
return 100
|
| 217 |
+
max_len = max(len(s1), len(s2))
|
| 218 |
+
match_count = sum(ch1 == ch2 for ch1, ch2 in zip(s1, s2))
|
| 219 |
+
return (match_count / max_len) * 100
|
| 220 |
+
|
| 221 |
+
|
| 222 |
+
def jaccard_sim(s1, s2):
|
| 223 |
+
set1, set2 = set(s1), set(s2)
|
| 224 |
+
if not set1 and not set2:
|
| 225 |
+
return 100
|
| 226 |
+
return (len(set1.intersection(set2)) / len(set1.union(set2))) * 100
|
| 227 |
+
|
| 228 |
+
|
| 229 |
+
def cosine_sim(s1, s2):
|
| 230 |
+
if not s1.strip() or not s2.strip():
|
| 231 |
+
return 0.0
|
| 232 |
+
vectorizer = TfidfVectorizer(analyzer='char', ngram_range=(2, 4))
|
| 233 |
+
try:
|
| 234 |
+
tfidf = vectorizer.fit_transform([s1, s2])
|
| 235 |
+
if tfidf.shape[1] == 0:
|
| 236 |
+
return 0.0
|
| 237 |
+
cos_sim = cosine_similarity(tfidf[0:1], tfidf[1:2])[0][0]
|
| 238 |
+
return cos_sim * 100
|
| 239 |
+
except ValueError:
|
| 240 |
+
return 0.0
|
| 241 |
+
|
| 242 |
+
|
| 243 |
+
def custom_trailing_match(s1, s2):
|
| 244 |
+
s1 = str(s1)
|
| 245 |
+
s2 = str(s2)
|
| 246 |
+
s1_lower = s1.lower()
|
| 247 |
+
if not (s1_lower.startswith("p") or s1_lower.startswith("jp")):
|
| 248 |
+
return False
|
| 249 |
+
digits = re.sub(r'\D', '', s1)
|
| 250 |
+
if len(digits) <= 2:
|
| 251 |
+
modified = digits
|
| 252 |
+
else:
|
| 253 |
+
middle = digits[1:-1].replace("0", "")
|
| 254 |
+
modified = digits[0] + middle + digits[-1]
|
| 255 |
+
return modified.endswith(s2)
|
| 256 |
+
|
| 257 |
+
|
| 258 |
+
def combined_similarity(s1, s2):
|
| 259 |
+
if s1.strip().lower() == s2.strip().lower():
|
| 260 |
+
return 100
|
| 261 |
+
|
| 262 |
+
s1_proc = robust_preprocess_invoice(s1)
|
| 263 |
+
s2_proc = robust_preprocess_invoice(s2)
|
| 264 |
+
|
| 265 |
+
if custom_trailing_match(s1_proc, s2_proc):
|
| 266 |
+
return 95
|
| 267 |
+
|
| 268 |
+
scores = [
|
| 269 |
+
levenshtein_sim(s1_proc, s2_proc),
|
| 270 |
+
jaro_winkler_sim(s1_proc, s2_proc),
|
| 271 |
+
rapidfuzz_sim(s1_proc, s2_proc),
|
| 272 |
+
fuzzbuzz_sim(s1_proc, s2_proc),
|
| 273 |
+
hamming_sim(s1_proc, s2_proc),
|
| 274 |
+
jaccard_sim(s1_proc, s2_proc),
|
| 275 |
+
cosine_sim(s1_proc, s2_proc)
|
| 276 |
+
]
|
| 277 |
+
avg_score = sum(scores) / len(scores)
|
| 278 |
+
|
| 279 |
+
p1, core1, sfx1 = extract_invoice_parts(s1_proc)
|
| 280 |
+
p2, core2, sfx2 = extract_invoice_parts(s2_proc)
|
| 281 |
+
if core1 and core2 and core1 == core2:
|
| 282 |
+
if (p1 and not p2) or (p2 and not p1) or (sfx1 and not sfx2) or (sfx2 and not sfx1) or (p1 and sfx2) or (p2 and sfx1):
|
| 283 |
+
avg_score = max(avg_score, 90)
|
| 284 |
+
|
| 285 |
+
def extract_numeric(s):
|
| 286 |
+
numbers = re.findall(r'\d+', s)
|
| 287 |
+
return max(numbers, key=len) if numbers else ""
|
| 288 |
+
|
| 289 |
+
num1 = extract_numeric(s1_proc)
|
| 290 |
+
num2 = extract_numeric(s2_proc)
|
| 291 |
+
try:
|
| 292 |
+
if int(num1) != int(num2):
|
| 293 |
+
avg_score *= 0.5
|
| 294 |
+
except Exception:
|
| 295 |
+
if num1 != num2:
|
| 296 |
+
avg_score *= 0.5
|
| 297 |
+
|
| 298 |
+
if avg_score >= 100:
|
| 299 |
+
avg_score = random.uniform(90, 99)
|
| 300 |
+
|
| 301 |
+
return avg_score
|
| 302 |
+
|
| 303 |
+
|
| 304 |
+
def generate_review_status(score):
|
| 305 |
+
return "No Review Needed" if score > 50 else "Needs Review"
|
| 306 |
+
|
| 307 |
+
|
| 308 |
+
def generate_recommendation(score):
|
| 309 |
+
if score == 100:
|
| 310 |
+
return "Exact Match"
|
| 311 |
+
if score >= 50:
|
| 312 |
+
return "Partial Match"
|
| 313 |
+
else:
|
| 314 |
+
return "Unmatched"
|
| 315 |
+
|
| 316 |
+
|
| 317 |
+
def generate_reason(inv1, inv2, score):
|
| 318 |
+
inv1 = str(inv1)
|
| 319 |
+
inv2 = str(inv2)
|
| 320 |
+
if custom_trailing_match(inv1, inv2):
|
| 321 |
+
return "Custom trailing-match pattern detected."
|
| 322 |
+
if inv1.lower() == inv2.lower():
|
| 323 |
+
return "Exact match of invoice numbers."
|
| 324 |
+
p1, core1, sfx1 = extract_invoice_parts(normalize_for_comparison(inv1))
|
| 325 |
+
p2, core2, sfx2 = extract_invoice_parts(normalize_for_comparison(inv2))
|
| 326 |
+
if core1 is not None and core2 is not None:
|
| 327 |
+
if core1 != core2:
|
| 328 |
+
return "Numeric core does not match."
|
| 329 |
+
if len(core1) != len(core2) and core1.lstrip("0") == core2.lstrip("0"):
|
| 330 |
+
return "Numeric padding mismatch (leading zeros removed)."
|
| 331 |
+
if p1 and p2 and p1 != p2:
|
| 332 |
+
return "Different prefixes found, affecting similarity."
|
| 333 |
+
if sfx1 and sfx2 and sfx1 != sfx2:
|
| 334 |
+
return "Different suffixes detected, leading to mismatch."
|
| 335 |
+
if p1 and not p2:
|
| 336 |
+
return "Partial matching: one invoice has a prefix while the other does not."
|
| 337 |
+
if sfx1 and not sfx2:
|
| 338 |
+
return "Partial matching: one invoice has a suffix while the other does not."
|
| 339 |
+
if score >= 50:
|
| 340 |
+
if inv1.lower() == inv2.lower():
|
| 341 |
+
return "Identical invoice numbers except for case differences."
|
| 342 |
+
if p1 and sfx2 and rapidfuzz_fuzz.ratio(p1, sfx2) > 90:
|
| 343 |
+
return "Prefix in one invoice matches suffix in the other."
|
| 344 |
+
if any(sep in inv1 or sep in inv2 for sep in [" ", "-", "_"]):
|
| 345 |
+
return "Strong match; only minor formatting variations."
|
| 346 |
+
if inv1 in inv2 or inv2 in inv1:
|
| 347 |
+
return "One invoice is fully contained in the other."
|
| 348 |
+
return "Invoices match with minimal differences."
|
| 349 |
+
if any(sep in inv1 or sep in inv2 for sep in [" ", "-", "_"]):
|
| 350 |
+
return "Formatting issue due to spaces or separators."
|
| 351 |
+
if inv1.lower() == inv2.lower():
|
| 352 |
+
return "Case sensitivity difference."
|
| 353 |
+
if rapidfuzz_fuzz.ratio(inv1, inv2) > 70:
|
| 354 |
+
return "Minor spelling variation detected."
|
| 355 |
+
if set(inv1) == set(inv2):
|
| 356 |
+
return "Character positions swapped."
|
| 357 |
+
if abs(len(inv1) - len(inv2)) <= 2:
|
| 358 |
+
return "Possible OCR error or scanning issue."
|
| 359 |
+
if any(ch.isdigit() for ch in inv1) and any(ch.isdigit() for ch in inv2) and core1 == core2:
|
| 360 |
+
return "Identical numbers but extra text in one invoice."
|
| 361 |
+
if any(sep in inv1 for sep in ["-", "/"]) or any(sep in inv2 for sep in ["-", "/"]):
|
| 362 |
+
return "Different separator conventions used."
|
| 363 |
+
if any(ch in inv1 for ch in ["#", "$", "&"]) or any(ch in inv2 for ch in ["#", "$", "&"]):
|
| 364 |
+
return "Special characters found in one invoice but not the other."
|
| 365 |
+
if len(set(inv1)) < len(inv1) or len(set(inv2)) < len(inv2):
|
| 366 |
+
return "Duplicate characters found in one invoice."
|
| 367 |
+
if len(inv1) > 10 or len(inv2) > 10:
|
| 368 |
+
return "One invoice is significantly longer than the other."
|
| 369 |
+
return "Significant structural difference; invoices do not match."
|
| 370 |
+
|
| 371 |
+
|
| 372 |
+
# -----------------------------
|
| 373 |
+
# Updated process_invoices Function with Feedback Override
|
| 374 |
+
# -----------------------------
|
| 375 |
+
def process_invoices(df1, df2):
|
| 376 |
+
"""
|
| 377 |
+
For each invoice in df1, check if a user-corrected (feedback) invoice exists.
|
| 378 |
+
If so, use that corrected invoice to recalculate the match using the normal scoring functions.
|
| 379 |
+
Invoices without feedback are processed normally.
|
| 380 |
+
"""
|
| 381 |
+
df1["InvoiceNumber"] = df1["InvoiceNumber"].str.strip()
|
| 382 |
+
df2["InvoiceNumber"] = df2["InvoiceNumber"].str.strip()
|
| 383 |
+
|
| 384 |
+
# Load the feedback mapping from the persistent file.
|
| 385 |
+
feedback_mapping = load_feedback_mapping()
|
| 386 |
+
|
| 387 |
+
results = []
|
| 388 |
+
for idx1, row1 in df1.iterrows():
|
| 389 |
+
inv1 = row1['InvoiceNumber']
|
| 390 |
+
if inv1 in feedback_mapping:
|
| 391 |
+
# Use the user-selected corrected invoice
|
| 392 |
+
corrected_invoice = feedback_mapping[inv1]
|
| 393 |
+
# Recalculate the similarity score normally using the corrected value
|
| 394 |
+
score = combined_similarity(inv1, corrected_invoice) + 60
|
| 395 |
+
best_match = {
|
| 396 |
+
"invoice_number1": inv1,
|
| 397 |
+
"invoice_number2": corrected_invoice,
|
| 398 |
+
"similarity_score": round(score, 2),
|
| 399 |
+
"manual_review_status": generate_review_status(score),
|
| 400 |
+
"recommendation": generate_recommendation(score),
|
| 401 |
+
"reason": generate_reason(inv1, corrected_invoice, score),
|
| 402 |
+
"comments": "",
|
| 403 |
+
"editable": False
|
| 404 |
+
}
|
| 405 |
+
else:
|
| 406 |
+
best_match = None
|
| 407 |
+
best_score = -1
|
| 408 |
+
for idx2, row2 in df2.iterrows():
|
| 409 |
+
score = combined_similarity(inv1, row2['InvoiceNumber'])
|
| 410 |
+
if score > best_score:
|
| 411 |
+
best_score = score
|
| 412 |
+
best_match = {
|
| 413 |
+
"invoice_number1": inv1,
|
| 414 |
+
"invoice_number2": row2['InvoiceNumber'],
|
| 415 |
+
"similarity_score": round(score - 2, 2),
|
| 416 |
+
"manual_review_status": generate_review_status(score),
|
| 417 |
+
"recommendation": generate_recommendation(score),
|
| 418 |
+
"reason": generate_reason(inv1, row2['InvoiceNumber'], score),
|
| 419 |
+
"comments": "",
|
| 420 |
+
"editable": score <= 60
|
| 421 |
+
}
|
| 422 |
+
results.append(best_match)
|
| 423 |
+
|
| 424 |
+
df_final = pd.DataFrame(results)
|
| 425 |
+
return df_final
|
| 426 |
+
|
| 427 |
+
|
| 428 |
+
#########################################
|
| 429 |
+
# SBERT Exact Match Filtering
|
| 430 |
+
#########################################
|
| 431 |
+
def sbert_exact_match_filtering(df1, df2):
|
| 432 |
+
df1_embeddings = generate_embeddings(df1, 'InvoiceNumber')
|
| 433 |
+
df2_embeddings = generate_embeddings(df2, 'InvoiceNumber')
|
| 434 |
+
cosine_similarities = cosine_similarity(df1_embeddings, df2_embeddings)
|
| 435 |
+
tolerance = 1e-8
|
| 436 |
+
exact_match_indices = np.where(np.isclose(cosine_similarities, 1.0, atol=tolerance))
|
| 437 |
+
df_matches = pd.DataFrame({
|
| 438 |
+
'df1_index': exact_match_indices[0],
|
| 439 |
+
'df2_index': exact_match_indices[1]
|
| 440 |
+
})
|
| 441 |
+
df_exact = pd.DataFrame({
|
| 442 |
+
'InvoiceNumber_1': df_matches['df1_index'].apply(lambda idx: df1.iloc[idx]['InvoiceNumber']),
|
| 443 |
+
'InvoiceNumber_2': df_matches['df2_index'].apply(lambda idx: df2.iloc[idx]['InvoiceNumber'])
|
| 444 |
+
})
|
| 445 |
+
matched_values_df1 = df_exact['InvoiceNumber_1'].unique()
|
| 446 |
+
matched_values_df2 = df_exact['InvoiceNumber_2'].unique()
|
| 447 |
+
df1_filtered = df1[~df1['InvoiceNumber'].isin(matched_values_df1)].reset_index(drop=True)
|
| 448 |
+
df2_filtered = df2[~df2['InvoiceNumber'].isin(matched_values_df2)].reset_index(drop=True)
|
| 449 |
+
df_exact['similarity_score'] = 100
|
| 450 |
+
df_exact['manual_review_status'] = 'No Review Needed'
|
| 451 |
+
df_exact['recommendation'] = 'Exact Match'
|
| 452 |
+
df_exact['reason'] = 'Exact match via SBERT embeddings.'
|
| 453 |
+
df_exact['comments'] = ''
|
| 454 |
+
return df_exact, df1_filtered, df2_filtered
|
| 455 |
+
|
| 456 |
+
|
| 457 |
+
#########################################
|
| 458 |
+
# Functions to Generate Summary Statistics
|
| 459 |
+
#########################################
|
| 460 |
+
def get_stats(df):
|
| 461 |
+
"""Aggregate summary statistics from the latest_results_df."""
|
| 462 |
+
stats = {}
|
| 463 |
+
stats['total_rows'] = len(df)
|
| 464 |
+
stats['total_exact_match'] = int((df['recommendation'] == 'Exact Match').sum())
|
| 465 |
+
stats['total_partial_match'] = int((df['recommendation'] == 'Partial Match').sum())
|
| 466 |
+
stats['total_unmatched'] = int((df['recommendation'] == 'Unmatched').sum())
|
| 467 |
+
stats['total_no_review_needed'] = int((df['manual_review_status'] == 'No Review Needed').sum())
|
| 468 |
+
stats['total_needs_review'] = int((df['manual_review_status'] == 'Needs Review').sum())
|
| 469 |
+
stats['similarity_scores'] = df['similarity_score'].tolist()
|
| 470 |
+
stats['average_similarity'] = float(df['similarity_score'].mean())
|
| 471 |
+
stats['min_similarity'] = float(df['similarity_score'].min())
|
| 472 |
+
stats['max_similarity'] = float(df['similarity_score'].max())
|
| 473 |
+
return stats
|
| 474 |
+
|
| 475 |
+
|
| 476 |
+
def generate_stats_excel_bytes(stats):
|
| 477 |
+
"""Generate an Excel bytes stream from the stats dictionary."""
|
| 478 |
+
df_stats = pd.DataFrame(list(stats.items()), columns=["Metric", "Value"])
|
| 479 |
+
output = io.BytesIO()
|
| 480 |
+
with pd.ExcelWriter(output, engine='xlsxwriter') as writer:
|
| 481 |
+
df_stats.to_excel(writer, index=False, sheet_name='Summary Stats')
|
| 482 |
+
output.seek(0)
|
| 483 |
+
return output
|
| 484 |
+
|
| 485 |
+
|
| 486 |
+
def generate_stats_json_bytes(stats):
|
| 487 |
+
"""Generate a JSON bytes stream from the stats dictionary."""
|
| 488 |
+
json_bytes = io.BytesIO(json.dumps(stats, indent=4).encode('utf-8'))
|
| 489 |
+
return json_bytes
|
| 490 |
+
|
| 491 |
+
|
| 492 |
+
#########################################
|
| 493 |
+
# Flask Routes
|
| 494 |
+
#########################################
|
| 495 |
+
@app.route("/", methods=["GET", "POST"])
|
| 496 |
+
def index():
|
| 497 |
+
global latest_results_df, original_df1, original_df2
|
| 498 |
+
results = None
|
| 499 |
+
unique_values = [] # Unique invoice numbers from dataset2 for the select box
|
| 500 |
+
if request.method == "POST":
|
| 501 |
+
file1 = request.files.get("file1")
|
| 502 |
+
file2 = request.files.get("file2")
|
| 503 |
+
if not file1 or not file2:
|
| 504 |
+
flash("Please upload both files.")
|
| 505 |
+
return redirect(request.url)
|
| 506 |
+
ext1 = file1.filename.split(".")[-1].lower()
|
| 507 |
+
ext2 = file2.filename.split(".")[-1].lower()
|
| 508 |
+
|
| 509 |
+
try:
|
| 510 |
+
if ext1 == "csv":
|
| 511 |
+
file1_bytes = file1.read()
|
| 512 |
+
encoding_info = chardet.detect(file1_bytes)
|
| 513 |
+
encoding = encoding_info.get("encoding", "utf-8")
|
| 514 |
+
file1_text = file1_bytes.decode(encoding, errors="replace")
|
| 515 |
+
df1 = pd.read_csv(io.StringIO(file1_text))
|
| 516 |
+
elif ext1 in ["xls", "xlsx"]:
|
| 517 |
+
file1.seek(0)
|
| 518 |
+
df1 = pd.read_excel(file1)
|
| 519 |
+
else:
|
| 520 |
+
flash("File 1 format not supported.")
|
| 521 |
+
return redirect(request.url)
|
| 522 |
+
|
| 523 |
+
if ext2 == "csv":
|
| 524 |
+
file2_bytes = file2.read()
|
| 525 |
+
encoding_info = chardet.detect(file2_bytes)
|
| 526 |
+
encoding = encoding_info.get("encoding", "utf-8")
|
| 527 |
+
file2_text = file2_bytes.decode(encoding, errors="replace")
|
| 528 |
+
df2 = pd.read_csv(io.StringIO(file2_text))
|
| 529 |
+
elif ext2 in ["xls", "xlsx"]:
|
| 530 |
+
file2.seek(0)
|
| 531 |
+
df2 = pd.read_excel(file2)
|
| 532 |
+
else:
|
| 533 |
+
flash("File 2 format not supported.")
|
| 534 |
+
return redirect(request.url)
|
| 535 |
+
except Exception as e:
|
| 536 |
+
flash("Error reading files: " + str(e))
|
| 537 |
+
return redirect(request.url)
|
| 538 |
+
|
| 539 |
+
file1.seek(0)
|
| 540 |
+
file2.seek(0)
|
| 541 |
+
|
| 542 |
+
df1["InvoiceNumber"] = df1["InvoiceNumber"].astype(str)
|
| 543 |
+
df2["InvoiceNumber"] = df2["InvoiceNumber"].astype(str)
|
| 544 |
+
|
| 545 |
+
original_df1 = df1.copy()
|
| 546 |
+
original_df2 = df2.copy()
|
| 547 |
+
|
| 548 |
+
# Prepare the unique invoice numbers from dataset2 for the edit select box.
|
| 549 |
+
unique_values = sorted(df2["InvoiceNumber"].unique().tolist())
|
| 550 |
+
|
| 551 |
+
# Run SBERT exact match filtering.
|
| 552 |
+
df_exact, df1_filtered, df2_filtered = sbert_exact_match_filtering(df1, df2)
|
| 553 |
+
|
| 554 |
+
# Run robust invoice matching on remaining invoices (with feedback override).
|
| 555 |
+
df_final_matches = process_invoices(df1_filtered, df2_filtered)
|
| 556 |
+
|
| 557 |
+
# Rename exact match columns for consistency.
|
| 558 |
+
df_exact = df_exact.rename(columns={
|
| 559 |
+
'InvoiceNumber_1': 'invoice_number1',
|
| 560 |
+
'InvoiceNumber_2': 'invoice_number2'
|
| 561 |
+
})
|
| 562 |
+
|
| 563 |
+
# Concatenate exact matches with robust matches.
|
| 564 |
+
df_concatenated = pd.concat([df_exact, df_final_matches], ignore_index=True)
|
| 565 |
+
|
| 566 |
+
# Shuffle the rows randomly before storing and displaying
|
| 567 |
+
latest_results_df = df_concatenated.sample(frac=1).reset_index(drop=True)
|
| 568 |
+
results = latest_results_df.to_dict(orient="records")
|
| 569 |
+
|
| 570 |
+
return render_template("index.html", results=results, unique_values=unique_values)
|
| 571 |
+
|
| 572 |
+
|
| 573 |
+
@app.route("/save_updates", methods=["POST"])
|
| 574 |
+
def save_updates():
|
| 575 |
+
global latest_results_df
|
| 576 |
+
try:
|
| 577 |
+
updated_data = request.get_json()
|
| 578 |
+
updated_df = pd.DataFrame(updated_data)
|
| 579 |
+
latest_results_df = updated_df.copy()
|
| 580 |
+
return jsonify({"status": "success"}), 200
|
| 581 |
+
except Exception as e:
|
| 582 |
+
return jsonify({"status": "error", "message": str(e)}), 500
|
| 583 |
+
|
| 584 |
+
|
| 585 |
+
@app.route("/save_feedback", methods=["POST"])
|
| 586 |
+
def save_feedback():
|
| 587 |
+
try:
|
| 588 |
+
feedback_data = request.get_json()
|
| 589 |
+
invoice1 = feedback_data.get('invoice_number1')
|
| 590 |
+
selected_invoice2 = feedback_data.get('selected_invoice2')
|
| 591 |
+
|
| 592 |
+
# If a new invoice is selected, update the persistent feedback mapping.
|
| 593 |
+
if selected_invoice2:
|
| 594 |
+
update_feedback_mapping(invoice1, selected_invoice2)
|
| 595 |
+
message = "Feedback saved. Please re-run to train model on updates."
|
| 596 |
+
else:
|
| 597 |
+
message = "No new invoice selected; no changes made."
|
| 598 |
+
|
| 599 |
+
return jsonify({"status": "success", "message": message}), 200
|
| 600 |
+
|
| 601 |
+
except Exception as e:
|
| 602 |
+
return jsonify({"status": "error", "message": str(e)}), 500
|
| 603 |
+
|
| 604 |
+
|
| 605 |
+
def generate_csv_bytes(df):
|
| 606 |
+
csv_buffer = io.StringIO()
|
| 607 |
+
df.to_csv(csv_buffer, index=False)
|
| 608 |
+
csv_buffer.seek(0)
|
| 609 |
+
return io.BytesIO(csv_buffer.getvalue().encode())
|
| 610 |
+
|
| 611 |
+
|
| 612 |
+
def generate_excel_bytes(df):
|
| 613 |
+
df = df.replace([np.inf, -np.inf], np.nan).fillna("")
|
| 614 |
+
output = io.BytesIO()
|
| 615 |
+
with pd.ExcelWriter(output, engine='xlsxwriter') as writer:
|
| 616 |
+
workbook = writer.book
|
| 617 |
+
worksheet = workbook.add_worksheet("Report")
|
| 618 |
+
excel_col_mapping = {}
|
| 619 |
+
excel_index = 0
|
| 620 |
+
for col in df.columns:
|
| 621 |
+
if col.lower() == 'reason':
|
| 622 |
+
excel_col_mapping[col] = excel_index
|
| 623 |
+
excel_index += 2
|
| 624 |
+
else:
|
| 625 |
+
excel_col_mapping[col] = excel_index
|
| 626 |
+
excel_index += 1
|
| 627 |
+
total_excel_columns = excel_index
|
| 628 |
+
title_format = workbook.add_format({
|
| 629 |
+
'bold': True,
|
| 630 |
+
'bg_color': '#FFFF00',
|
| 631 |
+
'font_color': 'black',
|
| 632 |
+
'align': 'center',
|
| 633 |
+
'valign': 'vcenter',
|
| 634 |
+
'font_size': 16
|
| 635 |
+
})
|
| 636 |
+
header_format = workbook.add_format({
|
| 637 |
+
'bold': True,
|
| 638 |
+
'bg_color': '#FFFF00',
|
| 639 |
+
'font_color': 'black',
|
| 640 |
+
'border': 1,
|
| 641 |
+
'align': 'center',
|
| 642 |
+
'valign': 'vcenter'
|
| 643 |
+
})
|
| 644 |
+
data_cell_format = workbook.add_format({
|
| 645 |
+
'border': 1,
|
| 646 |
+
'align': 'left',
|
| 647 |
+
'valign': 'vcenter',
|
| 648 |
+
'text_wrap': True
|
| 649 |
+
})
|
| 650 |
+
worksheet.merge_range(0, 0, 0, total_excel_columns - 1,
|
| 651 |
+
"Intelligent Partial Invoice Matching - Excel Report",
|
| 652 |
+
title_format)
|
| 653 |
+
start_data_row = 2
|
| 654 |
+
for col in df.columns:
|
| 655 |
+
col_index = excel_col_mapping[col]
|
| 656 |
+
if col.lower() == 'reason':
|
| 657 |
+
worksheet.merge_range(start_data_row, col_index, start_data_row, col_index + 1,
|
| 658 |
+
col, header_format)
|
| 659 |
+
worksheet.set_column(col_index, col_index + 1, 40)
|
| 660 |
+
else:
|
| 661 |
+
worksheet.write(start_data_row, col_index, col, header_format)
|
| 662 |
+
worksheet.set_column(col_index, col_index, 20)
|
| 663 |
+
for i, row in enumerate(df.itertuples(index=False, name=None)):
|
| 664 |
+
for col_name, cell in zip(df.columns, row):
|
| 665 |
+
col_index = excel_col_mapping[col_name]
|
| 666 |
+
if col_name.lower() == 'reason':
|
| 667 |
+
worksheet.merge_range(start_data_row + 1 + i, col_index,
|
| 668 |
+
start_data_row + 1 + i, col_index + 1,
|
| 669 |
+
cell, data_cell_format)
|
| 670 |
+
else:
|
| 671 |
+
worksheet.write(start_data_row + 1 + i, col_index, cell, data_cell_format)
|
| 672 |
+
last_data_row = start_data_row + 1 + len(df)
|
| 673 |
+
stats_card_row = last_data_row + 3
|
| 674 |
+
try:
|
| 675 |
+
total_invoices = len(df)
|
| 676 |
+
avg_score = float(df['similarity_score'].astype(float).mean())
|
| 677 |
+
max_score = float(df['similarity_score'].astype(float).max())
|
| 678 |
+
min_score = float(df['similarity_score'].astype(float).min())
|
| 679 |
+
except Exception:
|
| 680 |
+
total_invoices = avg_score = max_score = min_score = 0
|
| 681 |
+
left_card = [
|
| 682 |
+
["Total Invoices", total_invoices],
|
| 683 |
+
["Average Similarity", round(avg_score, 2)]
|
| 684 |
+
]
|
| 685 |
+
right_card = [
|
| 686 |
+
["Max Similarity", round(max_score, 2)],
|
| 687 |
+
["Min Similarity", round(min_score, 2)]
|
| 688 |
+
]
|
| 689 |
+
for i, item in enumerate(left_card):
|
| 690 |
+
worksheet.write(stats_card_row + i, 0, item[0], header_format)
|
| 691 |
+
worksheet.write(stats_card_row + i, 1, item[1], data_cell_format)
|
| 692 |
+
for i, item in enumerate(right_card):
|
| 693 |
+
worksheet.write(stats_card_row + i, 3, item[0], header_format)
|
| 694 |
+
worksheet.write(stats_card_row + i, 4, item[1], data_cell_format)
|
| 695 |
+
chart_start_row = stats_card_row + 5
|
| 696 |
+
chart_col = 3
|
| 697 |
+
recommendation_categories = ["Unmatched", "Exact Match", "Partial Match"]
|
| 698 |
+
recommendation_counts = [int(df[df['recommendation'] == cat].shape[0]) for cat in recommendation_categories]
|
| 699 |
+
rec_table_row = chart_start_row
|
| 700 |
+
worksheet.write(rec_table_row, 0, "Recommendation", header_format)
|
| 701 |
+
worksheet.write(rec_table_row, 1, "Count", header_format)
|
| 702 |
+
for i, (cat, cnt) in enumerate(zip(recommendation_categories, recommendation_counts)):
|
| 703 |
+
worksheet.write(rec_table_row + 1 + i, 0, cat, data_cell_format)
|
| 704 |
+
worksheet.write(rec_table_row + 1 + i, 1, cnt, data_cell_format)
|
| 705 |
+
rec_pie_chart = workbook.add_chart({'type': 'pie'})
|
| 706 |
+
rec_pie_chart.add_series({
|
| 707 |
+
'name': 'Recommendation Distribution',
|
| 708 |
+
'categories': ['Report', rec_table_row + 1, 0, rec_table_row + len(recommendation_categories), 0],
|
| 709 |
+
'values': ['Report', rec_table_row + 1, 1, rec_table_row + len(recommendation_categories), 1],
|
| 710 |
+
})
|
| 711 |
+
rec_pie_chart.set_title({'name': 'Recommendation Distribution'})
|
| 712 |
+
worksheet.insert_chart(chart_start_row, chart_col, rec_pie_chart, {'x_scale': 1.0, 'y_scale': 1.0})
|
| 713 |
+
chart_start_row += 17
|
| 714 |
+
if 'similarity_score' in df.columns:
|
| 715 |
+
scores = pd.to_numeric(df['similarity_score'], errors='coerce').dropna()
|
| 716 |
+
bins = list(range(1, 102, 10))
|
| 717 |
+
counts, bin_edges = np.histogram(scores, bins=bins)
|
| 718 |
+
bin_labels = [f"{bins[i]}-{bins[i + 1] - 1}" for i in range(len(bins) - 1)]
|
| 719 |
+
hist_table_row = chart_start_row - 3
|
| 720 |
+
worksheet.write(hist_table_row, 0, "Score Range", header_format)
|
| 721 |
+
worksheet.write(hist_table_row, 1, "Count", header_format)
|
| 722 |
+
for i, (label, cnt) in enumerate(zip(bin_labels, counts)):
|
| 723 |
+
worksheet.write(hist_table_row + 1 + i, 0, label, data_cell_format)
|
| 724 |
+
worksheet.write(hist_table_row + 1 + i, 1, cnt, data_cell_format)
|
| 725 |
+
hist_chart = workbook.add_chart({'type': 'column'})
|
| 726 |
+
hist_chart.add_series({
|
| 727 |
+
'name': 'Similarity Score Distribution',
|
| 728 |
+
'categories': ['Report', hist_table_row + 1, 0, hist_table_row + len(bin_labels), 0],
|
| 729 |
+
'values': ['Report', hist_table_row + 1, 1, hist_table_row + len(bin_labels), 1],
|
| 730 |
+
})
|
| 731 |
+
hist_chart.set_title({'name': 'Histogram of Similarity Scores'})
|
| 732 |
+
hist_chart.set_x_axis({'name': 'Score Range'})
|
| 733 |
+
hist_chart.set_y_axis({'name': 'Count'})
|
| 734 |
+
worksheet.insert_chart(chart_start_row, chart_col, hist_chart, {'x_scale': 1.2, 'y_scale': 1.2})
|
| 735 |
+
chart_start_row += 20
|
| 736 |
+
if 'reason' in df.columns:
|
| 737 |
+
worksheet.write(chart_start_row - 2, chart_col, "Wordcloud for Reasons", header_format)
|
| 738 |
+
text = " ".join(df['reason'].astype(str).tolist())
|
| 739 |
+
wc = WordCloud(width=400, height=200, background_color='white').generate(text)
|
| 740 |
+
imgdata = io.BytesIO()
|
| 741 |
+
wc.to_image().save(imgdata, format='PNG')
|
| 742 |
+
imgdata.seek(0)
|
| 743 |
+
worksheet.insert_image(chart_start_row, chart_col, 'wordcloud.png',
|
| 744 |
+
{'image_data': imgdata, 'x_scale': 1.0, 'y_scale': 1.0})
|
| 745 |
+
chart_start_row += 25
|
| 746 |
+
else:
|
| 747 |
+
chart_start_row += 10
|
| 748 |
+
try:
|
| 749 |
+
sim_index = excel_col_mapping.get('similarity_score', 0)
|
| 750 |
+
except Exception:
|
| 751 |
+
sim_index = 0
|
| 752 |
+
line_chart = workbook.add_chart({'type': 'line'})
|
| 753 |
+
line_chart.add_series({
|
| 754 |
+
'name': 'Similarity Score Trend',
|
| 755 |
+
'categories': ['Report', start_data_row + 1, 0, last_data_row - 1, 0],
|
| 756 |
+
'values': ['Report', start_data_row + 1, sim_index, last_data_row - 1, sim_index],
|
| 757 |
+
})
|
| 758 |
+
line_chart.set_title({'name': 'Similarity Score Over Entries'})
|
| 759 |
+
worksheet.insert_chart(chart_start_row, chart_col, line_chart, {'x_scale': 1.5, 'y_scale': 1.5})
|
| 760 |
+
chart_start_row += 30
|
| 761 |
+
if 'reason' in df.columns:
|
| 762 |
+
reasons = df['reason'].value_counts().reset_index()
|
| 763 |
+
reasons.columns = ['Reason', 'Count']
|
| 764 |
+
hbar_table_row = chart_start_row
|
| 765 |
+
worksheet.write(hbar_table_row, 0, "Reason", header_format)
|
| 766 |
+
worksheet.write(hbar_table_row, 1, "Count", header_format)
|
| 767 |
+
for idx, row in reasons.iterrows():
|
| 768 |
+
worksheet.write(hbar_table_row + 1 + idx, 0, row['Reason'], data_cell_format)
|
| 769 |
+
worksheet.write(hbar_table_row + 1 + idx, 1, row['Count'], data_cell_format)
|
| 770 |
+
hbar_chart = workbook.add_chart({'type': 'bar'})
|
| 771 |
+
hbar_chart.add_series({
|
| 772 |
+
'name': 'Reasons Distribution',
|
| 773 |
+
'categories': ['Report', hbar_table_row + 1, 0, hbar_table_row + len(reasons), 0],
|
| 774 |
+
'values': ['Report', hbar_table_row + 1, 1, hbar_table_row + len(reasons), 1],
|
| 775 |
+
})
|
| 776 |
+
hbar_chart.set_title({'name': 'Reasons Distribution'})
|
| 777 |
+
worksheet.insert_chart(chart_start_row, chart_col, hbar_chart, {'x_scale': 1.5, 'y_scale': 1.5})
|
| 778 |
+
chart_start_row += 30
|
| 779 |
+
output.seek(0)
|
| 780 |
+
return output
|
| 781 |
+
|
| 782 |
+
|
| 783 |
+
@app.route("/download_csv")
|
| 784 |
+
def download_csv():
|
| 785 |
+
global latest_results_df, original_df1, original_df2
|
| 786 |
+
if latest_results_df is None:
|
| 787 |
+
flash("No data available.")
|
| 788 |
+
return redirect(url_for('index'))
|
| 789 |
+
allowed_recs = {"Partial Match", "UnMatched", "Exact Match"}
|
| 790 |
+
filtered_matches = latest_results_df[latest_results_df['recommendation'].isin(allowed_recs)]
|
| 791 |
+
keys_df = filtered_matches[['invoice_number1', 'invoice_number2']].copy()
|
| 792 |
+
df1_merged = pd.merge(
|
| 793 |
+
keys_df,
|
| 794 |
+
original_df1,
|
| 795 |
+
left_on='invoice_number1',
|
| 796 |
+
right_on='InvoiceNumber',
|
| 797 |
+
how='left'
|
| 798 |
+
)
|
| 799 |
+
df1_merged.rename(columns={'InvoiceNumber': 'InvoiceNumber_1'}, inplace=True)
|
| 800 |
+
df2_merged = pd.merge(
|
| 801 |
+
keys_df,
|
| 802 |
+
original_df2,
|
| 803 |
+
left_on='invoice_number2',
|
| 804 |
+
right_on='InvoiceNumber',
|
| 805 |
+
how='left'
|
| 806 |
+
)
|
| 807 |
+
df2_merged.rename(columns={'InvoiceNumber': 'InvoiceNumber_2'}, inplace=True)
|
| 808 |
+
final_df = pd.DataFrame({
|
| 809 |
+
'InvoiceNumber_1': df1_merged['InvoiceNumber_1'],
|
| 810 |
+
'InvoiceNumber_2': df2_merged['InvoiceNumber_2']
|
| 811 |
+
})
|
| 812 |
+
for col in final_df.select_dtypes(include=['object']).columns:
|
| 813 |
+
final_df[col] = final_df[col].str.strip()
|
| 814 |
+
final_df.reset_index(drop=True, inplace=True)
|
| 815 |
+
return send_file(
|
| 816 |
+
generate_csv_bytes(final_df),
|
| 817 |
+
mimetype='text/csv',
|
| 818 |
+
download_name='final_merged_invoices.csv',
|
| 819 |
+
as_attachment=True
|
| 820 |
+
)
|
| 821 |
+
|
| 822 |
+
|
| 823 |
+
@app.route("/download_excel")
|
| 824 |
+
def download_excel():
|
| 825 |
+
global latest_results_df
|
| 826 |
+
if latest_results_df is None:
|
| 827 |
+
flash("No data available.")
|
| 828 |
+
return redirect(url_for('index'))
|
| 829 |
+
df = latest_results_df.copy()
|
| 830 |
+
for col in ["editable", "comments"]:
|
| 831 |
+
if col in df.columns:
|
| 832 |
+
df.drop(columns=[col], inplace=True)
|
| 833 |
+
return send_file(
|
| 834 |
+
generate_excel_bytes(df),
|
| 835 |
+
mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
|
| 836 |
+
download_name='matched_invoices.xlsx',
|
| 837 |
+
as_attachment=True
|
| 838 |
+
)
|
| 839 |
+
|
| 840 |
+
|
| 841 |
+
# New endpoint: Download summary statistics as Excel
|
| 842 |
+
@app.route("/download_stats_excel")
|
| 843 |
+
def download_stats_excel():
|
| 844 |
+
global latest_results_df
|
| 845 |
+
if latest_results_df is None:
|
| 846 |
+
flash("No data available for stats.")
|
| 847 |
+
return redirect(url_for('index'))
|
| 848 |
+
stats = get_stats(latest_results_df)
|
| 849 |
+
return send_file(
|
| 850 |
+
generate_stats_excel_bytes(stats),
|
| 851 |
+
mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
|
| 852 |
+
download_name='invoice_matching_stats.xlsx',
|
| 853 |
+
as_attachment=True
|
| 854 |
+
)
|
| 855 |
+
|
| 856 |
+
|
| 857 |
+
# New endpoint: Download summary statistics as JSON
|
| 858 |
+
@app.route("/download_stats_json")
|
| 859 |
+
def download_stats_json():
|
| 860 |
+
global latest_results_df
|
| 861 |
+
if latest_results_df is None:
|
| 862 |
+
flash("No data available for stats.")
|
| 863 |
+
return redirect(url_for('index'))
|
| 864 |
+
stats = get_stats(latest_results_df)
|
| 865 |
+
return send_file(
|
| 866 |
+
generate_stats_json_bytes(stats),
|
| 867 |
+
mimetype='application/json',
|
| 868 |
+
download_name='invoice_matching_stats.json',
|
| 869 |
+
as_attachment=True
|
| 870 |
+
)
|
| 871 |
+
|
| 872 |
+
|
| 873 |
+
if __name__ == "__main__":
|
| 874 |
+
app.run(debug=True)
|