/** * Parties, phase 0: shadow evaluation of the key pre-classifier against the * founder-labelled golden set. * * WHAT: every counterparty key from the books must be routed before entity * resolution: a real party, a category text, payroll, an adjustment, an * authority, a bank product, or an intermediary. This script scores two * candidate routers against the founder's labels on the same held-out rows: * 1. a deterministic rule set (prefixes, lexicon, dominant account), and * 2. the model behind getAiService().generateStructured, zero-shot and with * twenty founder examples in the prompt. * Agreement is reported as strict label match plus, for the routing decision * that matters (party vs not), true-positive and true-negative rates, because * failures are rare and raw agreement flatters. * * SAFETY: read-only. Reads a gitignored JSONL, calls the AI service for the * model variants, writes a JSON report next to the input. It never opens a * database connection. The golden rows contain customer voucher text; keep * the report in dev_docs as well. * * Usage: * npx tsx scripts/parties/eval-preclassifier.ts \ * --golden dev_docs/parties/golden/golden-2026-09-02.jsonl \ * --env .env.local [--out ] [--no-llm] [--batch 25] [--vocab names|full] */ import { createHash } from 'node:crypto' import { readFileSync, writeFileSync } from 'node:fs' import { resolve } from 'node:path' import { config as dotenv } from 'dotenv' import { z } from 'zod' const LABELS = ['party', 'category', 'payroll', 'adjustment', 'authority', 'bank', 'intermediary', 'unsure'] as const type Label = (typeof LABELS)[number] interface GoldenRow { id: number stratum: string k: string example: string n: number cos: number acct: string | null sek: number label: Label } function arg(name: string): string | undefined { const i = process.argv.indexOf(`--${name}`) return i >= 0 ? process.argv[i + 1] : undefined } const flag = (name: string) => process.argv.includes(`--${name}`) const goldenPath = resolve(arg('golden') ?? 'dev_docs/parties/golden/golden-2026-09-02.jsonl') const envPath = resolve(arg('env') ?? '.env.local') const outPath = resolve(arg('out') ?? goldenPath.replace(/\.jsonl$/, '') + '.eval.json') const batchSize = Number(arg('batch') ?? 25) const runLlm = !flag('no-llm') dotenv({ path: envPath }) // ── Golden set ────────────────────────────────────────────────────────────── const rows: GoldenRow[] = readFileSync(goldenPath, 'utf8') .split('\n') .filter(Boolean) .map((line) => JSON.parse(line) as GoldenRow) .filter((r) => LABELS.includes(r.label)) // Deterministic split: the 20 rows with the lowest md5(key) are few-shot // examples; every classifier is scored on the remaining rows only. const md5 = (s: string) => createHash('md5').update(s).digest('hex') const ordered = [...rows].sort((a, b) => md5(a.k).localeCompare(md5(b.k))) const examples = ordered.slice(0, 20) const exampleIds = new Set(examples.map((r) => r.id)) const evalRows = rows.filter((r) => !exampleIds.has(r.id)) // ── Deterministic router v0 ───────────────────────────────────────────────── // Lexicon: BAS account names and descriptions for the expense classes plus // the generic words that voucher text uses for a category without a // counterpart. Geographic tokens are deliberately NOT in the lexicon: "taxi // stockholm" reads as a party to the founder, "taxiresor och parkering" does // not. import { BAS_REFERENCE } from '@/lib/bookkeeping/bas-reference' const STOP = new Set([ 'av', 'och', 'för', 'via', 'kort', 'ej', 'moms', 'inkl', 'exkl', 'per', 'utanför', 'inom', 'eu', 'se', 'ab', 'till', 'mot', 'med', 'från', 'på', 'i', 'en', 'ett', 'den', 'det', 'som', 'om', 'utan', 'the', 'usd', 'eur', 'sek', ]) const GENERIC = [ 'inköp', 'inkp', 'kvitto', 'kvitton', 'fika', 'diesel', 'bensin', 'bränsle', 'försäkring', 'telefon', 'mobil', 'hyra', 'lokalhyra', 'frakt', 'hosting', 'julklapp', 'frimärken', 'utlägg', 'hotell', 'resa', 'resor', 'resekostnader', 'biljett', 'biljetter', 'biljettkostnad', 'taxi', 'taxiresor', 'parkering', 'parkeringsavgifter', 'representation', 'måltidsrepresentation', 'kollektivtrafik', 'kollektivtra', 'kontorsmaterial', 'förbrukning', 'förbrukningsmateriel', 'frbrukningsmateriel', 'programvara', 'mjukvara', 'licens', 'avgift', 'avgifter', 'traktamente', 'traktamenten', 'bilersättning', 'material', 'varor', 'tjänster', 'tjnster', 'faktura', 'kostnad', 'kostnader', 'betalning', 'utgift', 'företagskvitto', 'fretagskvitto', 'fretagskvitton', 'övriga', 'personbilskostnader', 'glykol', 'lastbil', 'verktyg', 'abonnemang', 'subscription', 'ittjänster', 'itprodukter', 'inrikes', 'utrikes', 'utlandsk', 'utländsk', 'europeisk', 'annonsering', 'konsultarvoden', 'momspliktig', 'momsfri', 'skattefritt', 'utomlands', 'internet', 'överföring', 'kortköputtag', 'kortkp', 'uttag', 'avdragsgill', 'avdragbar', 'schablon', 'person', 'deltagare', 'syfte', 'möte', 'samarbete', 'rapporterad', 'kundfaktura', 'påminnelseavgifter', 'avräkningsnota', 'avrkningsnota', 'fakturaservice', 'påminnelse', 'ränta', 'dröjsmålsränta', 'porto', 'kontor', 'lokal', 'el', 'vatten', 'värme', 'städning', 'reparation', 'underhåll', 'service', 'utbildning', 'kurs', 'litteratur', 'tidningar', 'bok', 'böcker', 'gåva', 'gåvor', 'mat', 'lunch', 'middag', 'kaffe', 'personal', 'friskvård', 'sjukvård', 'arbetskläder', 'skyddskläder', ] // --vocab names : BAS account names + GENERIC (default; descriptions name // example vendors such as Google and Facebook, which makes // real parties look generic, the trap the July design found) // --vocab full : also BAS description tokens const vocabMode = arg('vocab') ?? 'names' const VOCAB = new Set(GENERIC) for (const a of BAS_REFERENCE) { if (a.account_class < 4) continue const text = vocabMode === 'full' ? `${a.account_name} ${a.description}` : a.account_name for (const t of text.toLowerCase().split(/[^a-zåäöé]+/)) { if (t.length >= 3) VOCAB.add(t) } } const AP_PREFIX = /^(levfakt|levfkt|lev\.?fakt\.?|leverantörsfaktura|leverantorsfaktura|levbet\.?|lev\.?bet\.?)\b/ const PAYROLL = /\b(lön|löner|löne\w*|lneutbetalning|lönebesked|salary|semesterskuld|arbetsgivaravgift\w*|pensionsförsäkring)\b/ const ADJUSTMENT = /(periodisering|omföring|omforing|lagerförändring|lagerforandring|nedskrivning|rättelse|rattelse|kostnadsföring|avskrivning|bokslut|kursdiff|valutakurs|eur till sek|omvänd betalningsskyldighet)/ const BANK = /(bankkostnad|bankavgift|banktjänst|baspaket bank|bank årsavg|årsavg|avi överdrag|företagspaket)/ const AUTHORITY = /\b(skatteverket|bolagsverket|transportstyrelsen|försäkringskassan|kronofogden|tullverket|skattekonto|kommun)\b/ const INTERMEDIARY = /\b(klarna|paypal|zettle|izettle|swish|payex|bankgirot|adyen|nets)\b/ function acctNum(a: string | null): number { const n = Number(a) return Number.isFinite(n) ? n : 0 } export function ruleLabel(row: { k: string; acct: string | null }): Label { const k = row.k const acct = acctNum(row.acct) if (AP_PREFIX.test(k)) return 'party' if (PAYROLL.test(k) || (acct >= 7010 && acct <= 7299)) return 'payroll' if (ADJUSTMENT.test(k)) return 'adjustment' if (BANK.test(k)) return 'bank' if (AUTHORITY.test(k)) return 'authority' if (INTERMEDIARY.test(k)) return 'intermediary' const content = k .split(/\s+/) .filter((t) => t.length >= 3 && !/^\d+$/.test(t) && !/^k\d+$/.test(t) && !STOP.has(t)) if (content.length === 0) return 'unsure' return content.every((t) => VOCAB.has(t)) ? 'category' : 'party' } // ── Model router ──────────────────────────────────────────────────────────── const SYSTEM = `Du sorterar nycklar från svensk bokföring innan de går vidare till motpartsmatchning. Varje nyckel är en normaliserad verifikationstext från importerade verifikat, med exempeltext, dominerande BAS-konto, antal verifikat och antal bolag. Sätt exakt en etikett per nyckel: - party: en riktig motpart som bolaget betalar eller fakturerar (leverantör, butik, tjänst, kommun som fakturerar). Prefix som "levfakt", "leverantörsfaktura från", "levbet" betyder alltid party. - category: bara en kostnadstext utan motpart i sig ("inköp av varor", "banktjänster", "fika", "diesel", "hyra momspliktig"). - payroll: lön, förmån, utlägg eller ersättning till en person. - adjustment: periodisering, kostnadsföring, omföring, lagerförändring, nedskrivning, rättelse, valutaomräkning. - authority: myndighet som mottagare av en avgift eller skatt (Skatteverket, Transportstyrelsen). - bank: bankavgifter och bankprodukter. - intermediary: betalväg eller marknadsplats som inte är den egentliga motparten. - unsure: går inte att avgöra från texten. En nyckel som nämner en leverantör men bokförts på ett kategorikonto är ändå party: identiteten avgörs här, kontot kommer från bokföringen. Svara med exakt de id som frågan innehåller, inga andra.` const ResponseSchema = z.object({ labels: z.array(z.object({ id: z.number().int(), label: z.enum(LABELS) })), }) const jsonSchema = { type: 'object', properties: { labels: { type: 'array', items: { type: 'object', properties: { id: { type: 'integer' }, label: { type: 'string', enum: [...LABELS] } }, required: ['id', 'label'], additionalProperties: false, }, }, }, required: ['labels'], additionalProperties: false, } function basName(acct: string | null): string { if (!acct) return '' const hit = BAS_REFERENCE.find((a) => a.account_number === acct) return hit ? hit.account_name : '' } function describe(r: GoldenRow): string { return `id ${r.id}: nyckel "${r.k}" | exempel "${r.example}" | konto ${r.acct ?? '?'} ${basName(r.acct)} | ${r.n} verifikat | ${r.cos} bolag` } async function modelLabels( batch: GoldenRow[], fewShot: GoldenRow[] | null, ): Promise<{ labels: Map; usage: unknown; model: string }> { const { getAiService } = await import('@/lib/ai') const service = getAiService() const shots = fewShot ? `Så här har grundaren märkt tjugo andra nycklar; följ samma bedömning:\n${fewShot .map((r) => `${describe(r)} => ${r.label}`) .join('\n')}\n\n` : '' const prompt = `${shots}Märk följande ${batch.length} nycklar:\n${batch.map(describe).join('\n')}` let lastError: unknown for (let attempt = 0; attempt < 2; attempt++) { try { const result = await service.generateStructured({ tier: 'assistant', system: SYSTEM, prompt, maxTokens: 4096, schema: { name: 'key_labels', description: 'One label per key id', jsonSchema }, }) const parsed = ResponseSchema.parse(result.value) const valid = new Set(batch.map((r) => r.id)) const labels = new Map() for (const l of parsed.labels) if (valid.has(l.id) && !labels.has(l.id)) labels.set(l.id, l.label) return { labels, usage: result.usage, model: result.model } } catch (err) { lastError = err } } throw lastError } // ── Scoring ───────────────────────────────────────────────────────────────── interface Score { n: number strict_agreement: number agreement_excluding_founder_unsure: number party_tpr: number party_tnr: number per_label: Record confusions: { id: number; k: string; founder: Label; predicted: Label | null }[] } function score(pred: Map, subset: GoldenRow[]): Score { let strict = 0 const decided = subset.filter((r) => r.label !== 'unsure') let strictDecided = 0 let tp = 0, fn = 0, tn = 0, fp = 0 const per: Record = {} for (const l of LABELS) per[l] = { tp: 0, fp: 0, fn: 0 } const confusions: Score['confusions'] = [] for (const r of subset) { const p = pred.get(r.id) ?? null if (p === r.label) strict++ else confusions.push({ id: r.id, k: r.k, founder: r.label, predicted: p }) if (p) { if (p === r.label) per[p].tp++ else { per[p].fp++ per[r.label].fn++ } } else per[r.label].fn++ } for (const r of decided) { const p = pred.get(r.id) ?? null if (p === r.label) strictDecided++ const isParty = r.label === 'party' const predParty = p === 'party' if (isParty && predParty) tp++ else if (isParty && !predParty) fn++ else if (!isParty && !predParty) tn++ else fp++ } const r4 = (x: number) => Math.round(x * 10000) / 10000 const perLabel: Score['per_label'] = {} for (const l of LABELS) { const { tp: a, fp: b, fn: c } = per[l] perLabel[l] = { precision: a + b > 0 ? r4(a / (a + b)) : null, recall: a + c > 0 ? r4(a / (a + c)) : null, support: subset.filter((r) => r.label === l).length, } } return { n: subset.length, strict_agreement: r4(strict / subset.length), agreement_excluding_founder_unsure: r4(strictDecided / decided.length), party_tpr: r4(tp / Math.max(1, tp + fn)), party_tnr: r4(tn / Math.max(1, tn + fp)), per_label: perLabel, confusions, } } // ── Main ──────────────────────────────────────────────────────────────────── async function main() { console.log(`golden rows ${rows.length}, few-shot examples ${examples.length}, scored rows ${evalRows.length}`) const rulePred = new Map(evalRows.map((r) => [r.id, ruleLabel(r)])) const report: Record = { golden: goldenPath, scored_rows: evalRows.length, example_ids: [...exampleIds], rules_v0: score(rulePred, evalRows), } if (runLlm) { for (const variant of ['zero_shot', 'few_shot'] as const) { const pred = new Map() const usages: unknown[] = [] let model = '' for (let i = 0; i < evalRows.length; i += batchSize) { const batch = evalRows.slice(i, i + batchSize) const res = await modelLabels(batch, variant === 'few_shot' ? examples : null) for (const r of batch) pred.set(r.id, res.labels.get(r.id) ?? null) usages.push(res.usage) model = res.model console.log(`${variant}: batch ${i / batchSize + 1} done (${res.labels.size}/${batch.length} labelled)`) } report[`model_${variant}`] = { model, usages, ...score(pred, evalRows) } } } writeFileSync(outPath, JSON.stringify(report, null, 2)) const line = (name: string, s: Score) => `${name.padEnd(16)} strict ${s.strict_agreement} excl-unsure ${s.agreement_excluding_founder_unsure} party TPR ${s.party_tpr} TNR ${s.party_tnr} (n=${s.n})` console.log(line('rules_v0', report.rules_v0 as Score)) if (runLlm) { console.log(line('model_zero_shot', report.model_zero_shot as Score)) console.log(line('model_few_shot', report.model_few_shot as Score)) } console.log(`report: ${outPath}`) } main().catch((err) => { console.error(err) process.exit(1) })