optimize share feature judgment logic:

accumulation with capitalisation and institutional
income with distribution

Document: 337293427

main.py

@@ -697,8 +697,10 @@ def test_data_extraction_metrics():
 
 def test_mapping_raw_name():
     doc_id = "337293427"
-    raw_name = "KBC BONDS CAPITAL FUND Institutional F Shares"
+    # KBC Bonds Inflation-Linked Bonds Distribution Shares
-    raw_share_name = "Institutional F Shares"
+    # KBC Bonds Inflation-Linked Bonds Institutional B Shares
+    raw_name = "KBC Bonds Inflation-Linked Bonds Institutional B Shares"
+    raw_share_name = "Institutional B Shares"
     output_folder = r"/data/emea_ar/output/mapping_data/docs/by_text/"
     data_mapping = DataMapping(
         doc_id,
@@ -711,7 +713,7 @@ def test_mapping_raw_name():
     mapping_info = data_mapping.matching_with_database(
         raw_name=raw_name,
         raw_share_name=raw_share_name,
-        parent_id="FSGBR0536J", 
+        parent_id="FSGBR051XK", 
         matching_type="share",
         process_cache=process_cache
     )
@@ -862,6 +864,7 @@ if __name__ == "__main__":
     # test_calculate_metrics()
     # test_replace_abbrevation()
     # test_translate_pdf()
+    # test_mapping_raw_name()
     pdf_folder = r"/data/emea_ar/pdf/"
     page_filter_ground_truth_file = (
         r"/data/emea_ar/ground_truth/page_filter/datapoint_page_info_88_documents.xlsx"
@@ -1194,12 +1197,12 @@ if __name__ == "__main__":
         "534535767"
     ]
     special_doc_id_list = check_db_mapping_doc_id_list
-    special_doc_id_list = ["334584772"]
+    # special_doc_id_list = ["337293427"]
     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 = True
+    re_run_extract_data = False
     re_run_mapping_data = True
-    force_save_total_data = False
+    force_save_total_data = True
     calculate_metrics = False
 
     extract_ways = ["text"]
@@ -1222,4 +1225,4 @@ if __name__ == "__main__":
         )
 
     # test_data_extraction_metrics()
-    # test_mapping_raw_name()
+    

utils/biz_utils.py

@@ -268,8 +268,38 @@ def get_most_similar_name(text: str,
                 except Exception as e:
                     print(e)
             
+            compare_text = text
             try:
-                similarity = get_jacard_similarity(text,
+                text_split = text.split()
+                text_split_lower = text.lower().split()
+                copy_name_split_lower = copy_name.lower().split()
+                if copy_name_feature == "accumulation" and \
+                    (text_feature is None or len(text_feature) == 0 or 
+                     text_feature in ["capitalisation", "institutional"]
+                     or "capitalisation" in text_split_lower or "institutional" in text_split_lower):
+                    if "capitalisation" not in copy_name_split_lower:
+                        compare_text = " ".join([split for split in text_split
+                                                 if split.lower() not in ["cap", "cap.", "capitalisation"]])
+                        text_split = compare_text.split()
+                    if "institutional" not in copy_name_split_lower:
+                        compare_text = " ".join([split for split in text_split
+                                                 if split.lower() not in ["inst", "inst.", "institutional"]])
+                        text_split = compare_text.split()
+                    if text_feature is not None and len(text_feature) > 0:
+                        compare_text = " ".join([split for split in text_split
+                                                 if split.lower() != text_feature])
+                    compare_text += " accumulation"
+                    text_feature = "accumulation"
+                elif copy_name_feature == "income" and \
+                    (text_feature is None or len(text_feature) == 0 or text_feature == "distribution"):
+                    if "dist" in text_split_lower or "dist." in text_split_lower or "distribution" in text_split_lower:
+                        compare_text = " ".join([split for split in text_split
+                                                 if split.lower() not in ["dist", "dist.", "distribution"]])
+                        compare_text += " income"
+                        text_feature = "income"
+                else:
+                    pass
+                similarity = get_jacard_similarity(compare_text,
                                                    copy_name,
                                                    need_remove_numeric_characters=False)
             except Exception as e:
@@ -280,7 +310,7 @@ def get_most_similar_name(text: str,
                 return full_name, similarity
             copy_name_2 = replace_abbrevation(copy_name)
             if copy_name != copy_name_2:
-                similarity_2 = get_jacard_similarity(text,
+                similarity_2 = get_jacard_similarity(compare_text,
                                                      copy_name_2,
                                                      need_remove_numeric_characters=False)
                 if similarity_2 > similarity:
@@ -296,7 +326,7 @@ def get_most_similar_name(text: str,
                         if text_feature != copy_name_feature:
                             if text_feature.lower() not in copy_name.lower().split() and \
                                 copy_name_feature.lower() != "accmulation" and \
-                                    copy_name_feature.lower() not in text.lower().split():
+                                    copy_name_feature.lower() not in compare_text.lower().split():
                                 continue
                     if matching_type == "share":
                         if text_share_short_name_list is not None and len(text_share_short_name_list) > 0 and \
@@ -309,6 +339,7 @@ def get_most_similar_name(text: str,
                                 for compare_short in copy_name_short_name_list:
                                     if compare_short not in text_share_short_name_list:
                                         # some short word is in fund name, but not belong to share name
+                                        
                                         if compare_short.upper() not in raw_fund_name_split:
                                             short_name_invalid = True
                                             break