Optimize mapping algorithm:

For multiple currencies in fund/ share name, if exist USD, remove it
Fix the issue for split words without space
If there is no currency in share class name, try to get same currency from document mapping which with same fund name and same short share class name.

main.py

@@ -574,9 +574,9 @@ def test_data_extraction_metrics():
 
 
 def test_mapping_raw_name():
-    doc_id = "481475385"
+    doc_id = "389171486"
-    raw_name = "Emerging Markets Fund A-ACC Shares USD"
+    raw_name = "Nordea 2 Emerging Market Local Debt Enhanced Fund Y - Shares"
-    raw_share_name = "A-ACC Shares USD"
+    raw_share_name = "Y - Shares"
     output_folder = r"/data/emea_ar/output/mapping_data/docs/by_text/"
     data_mapping = DataMapping(
         doc_id,
@@ -589,7 +589,7 @@ def test_mapping_raw_name():
     mapping_info = data_mapping.matching_with_database(
         raw_name=raw_name,
         raw_share_name=raw_share_name,
-        parent_id=None, 
+        parent_id="FS00009Q8R", 
         matching_type="share",
         process_cache=process_cache
     )
@@ -705,12 +705,12 @@ if __name__ == "__main__":
     ]
     # special_doc_id_list = check_mapping_doc_id_list
     special_doc_id_list = check_db_mapping_doc_id_list
-    # special_doc_id_list = ["481475385"]
+    special_doc_id_list = ["483617247"]
     output_mapping_child_folder = r"/data/emea_ar/output/mapping_data/docs/"
     output_mapping_total_folder = r"/data/emea_ar/output/mapping_data/total/"
     re_run_extract_data = False
     re_run_mapping_data = True
-    force_save_total_data = True
+    force_save_total_data = False
 
     extract_ways = ["text"]
     for extract_way in extract_ways:

utils/biz_utils.py

@@ -127,7 +127,7 @@ def get_most_similar_name(text: str,
                     new_splits.extend(split_words_without_space(split).split())
                 else:
                     new_splits.append(split)
-
+            text = ' '.join(new_splits)
             lower_new_splits = [split.lower() for split in new_splits]
             for word in common_word_list:
                 if word not in lower_new_splits:
@@ -136,30 +136,35 @@ def get_most_similar_name(text: str,
                         temp_splits = copy_name_list[i].split()
                         copy_name_list[i] = ' '.join([split for split in temp_splits 
                                                            if remove_special_characters(split).lower() != word])
-            final_splits = []
-            for split in new_splits:
-                if split.lower() not in ['fund', "funds", 'portfolio', 
-                                         'class', 'classes', 
-                                         'share', 'shares']:
-                    final_splits.append(split)
 
-            text = ' '.join(final_splits)
-            
-        copy_share_name_list = get_share_part_list(copy_name_list)
-        
-        for i in range(len(copy_name_list)):
-            temp_splits = copy_name_list[i].split()
-            copy_name_list[i] = ' '.join([split for split in temp_splits
-                                                if remove_special_characters(split).lower() 
-                                                not in ['fund', "funds", 'portfolio', 
-                                                        'class', 'classes', 
-                                                        'share', 'shares']])
         max_similarity = 0
         max_similarity_full_name = None
         text = remove_special_characters(text)
         
         if matching_type == "share":
             text, share_name, copy_name_list = update_for_currency(text, share_name, copy_name_list)
+
+        text = ' '.join([split for split in text.split()
+                         if split.lower() not in ['fund', "funds", 'portfolio',
+                                                  'bond', 'bonds',
+                                                  'class', 'classes',
+                                                  'share', 'shares']])
+        if share_name is not None:
+            share_name = ' '.join([split for split in share_name.split()
+                                    if split.lower() not in ['fund', "funds", 'portfolio', 
+                                                            'bond', 'bonds',
+                                                            'class', 'classes', 
+                                                            'share', 'shares']])
+        
+        copy_share_name_list = get_share_part_list(copy_name_list)
+        for i in range(len(copy_name_list)):
+            temp_splits = copy_name_list[i].split()
+            copy_name_list[i] = ' '.join([split for split in temp_splits
+                                                if remove_special_characters(split).lower() 
+                                                not in ['fund', "funds", 'portfolio', 
+                                                        'bond', 'bonds',
+                                                        'class', 'classes', 
+                                                        'share', 'shares']])
         text_currency = None
         text_feature = None
         text_share_short_name = None
@@ -192,11 +197,18 @@ def get_most_similar_name(text: str,
         # logger.info(f"Source text: {text}, candidate names count: {len(copy_name_list)}")
         same_max_similarity_name_list = []
         for full_name, copy_name, copy_share_name in zip(name_list , copy_name_list, copy_share_name_list):
+            if not isinstance(copy_name, str) or len(copy_name.strip()) == 0:
+                continue
             copy_name = remove_special_characters(copy_name)
             copy_name = split_words_without_space(copy_name)
+            try:
                 similarity = get_jacard_similarity(text,
                                                 copy_name,
                                                 need_remove_numeric_characters=False)
+            except Exception as e:
+                print(e)
+                print_exc()
+                similarity = 0
             copy_name_2 = replace_abbrevation(copy_name)
             if copy_name != copy_name_2:
                 similarity_2 = get_jacard_similarity(text,
@@ -356,14 +368,16 @@ def update_for_currency(text: str, share_name: str, compare_list: list):
         else:
             without_currency_list.append(index)
     if not with_currency and len(with_currency_list) == 0:
-        return text, share_name, compare_list
+        pass
     elif not with_currency and len(with_currency_list) > 0:
-        last_split = text_split[-1]
+        share_short_name = ""
+        if share_name is not None and len(share_name.strip()) > 0:
+            share_short_name = get_share_short_name_from_text(share_name)
         updated = False
-        if len(last_split) < 4 and last_split.upper() == last_split:
+        if len(share_short_name) < 4 and share_short_name.upper() == share_short_name:
             if len(without_currency_list) > 0:
                 for index in without_currency_list:
-                    if last_split in compare_list[index].split():
+                    if share_short_name in compare_list[index].split():
                         text = text + ' ' + 'USD'
                         if share_name is not None:
                             share_name = share_name + ' ' + 'USD'
@@ -373,7 +387,7 @@ def update_for_currency(text: str, share_name: str, compare_list: list):
                 currency_list = []
                 for index in with_currency_list:
                     compare_split = compare_list[index].split()
-                    if last_split in compare_split:
+                    if share_short_name in compare_split:
                         current_currency_list = [split for split in compare_split 
                                                  if split.upper() in total_currency_list]
                         if len(current_currency_list) > 0:
@@ -391,12 +405,39 @@ def update_for_currency(text: str, share_name: str, compare_list: list):
             text = text + ' ' + 'USD'
             if share_name is not None:
                 share_name = share_name + ' ' + 'USD'
-        return text, share_name, compare_list
+        # return text, share_name, compare_list
     elif with_currency and len(without_currency_list) == 0:
         for index in without_currency_list:
             compare_list[index] = compare_list[index] + ' ' + 'USD'
-        return text, share_name, compare_list
+        # return text, share_name, compare_list
     else:
+        # return text, share_name, compare_list
+        pass
+    if with_currency:
+        share_name_split = share_name.split()
+        share_name_currency_list = []
+        for split in share_name_split:
+            if split.upper() in total_currency_list and split.upper() not in share_name_currency_list:
+                share_name_currency_list.append(split)
+        if len(share_name_currency_list) > 1 and 'USD' in share_name_currency_list:
+            new_share_name = ' '.join([split for split in share_name_split if split.upper() != 'USD'])
+            if share_name in text:
+                text = text.replace(share_name, new_share_name)
+            else:
+                text = ' '.join([split for split in text.split() if split.upper() != 'USD'])
+            share_name = new_share_name
+    for c_i in range(len(compare_list)):
+        compare = compare_list[c_i]
+        compare_share_part = get_share_part_list([compare])[0]
+        compare_share_part_split = compare_share_part.split()
+        compare_share_part_currency_list = []
+        for split in compare_share_part_split:
+            if split.upper() in total_currency_list and split.upper() not in compare_share_part_currency_list:
+                compare_share_part_currency_list.append(split)
+        if len(compare_share_part_currency_list) > 1 and 'USD' in compare_share_part_currency_list:
+            compare_share_part_split = [split for split in compare_share_part_split if split.upper() != 'USD']
+            new_compare_share_part = ' '.join(compare_share_part_split)
+            compare_list[c_i] = compare.replace(compare_share_part, new_compare_share_part)
     return text, share_name, compare_list
 
 
@@ -625,7 +666,7 @@ def replace_abbrevation(text: str):
             new_text_splits.append('Accumulation')
         elif split.lower() in ['inc', 'inc.']:
             new_text_splits.append('Income')
-        elif split.lower() in ['dist', 'dist.']:
+        elif split.lower() in ['dist', 'dist.', 'dis', 'dis.']:
             new_text_splits.append('Distribution')
         elif split.lower() in ['inv', 'inv.']:
             new_text_splits.append('Investor')