Fix vendor mis-identification (McDonald's bias), MIA Parking amount, grayscale OCR fallback
- Remove "NeDonald's → McDonald's" from LLM vendor correction examples; the
example was biasing the model to return McDonald's for any ambiguous receipt
(Home Depot, Sergio's/HMSHost). Replace with neutral brand examples and add
an explicit instruction not to substitute a brand name absent from the OCR text.
- Add `net\s*fee` to _TOTAL_RE so MIA Parking kiosk receipts ("net fee: 150.00 USD")
are captured by Pass 1 rather than the max-scan which could pick a larger line.
- Add Step 5b grayscale fallback in receipt_parser: if all binarized PSM attempts
yield < 20 chars, retry OCR on the pre-binarization grayscale image. Fixes
dot-matrix and certain thermal-print fonts destroyed by the 160-threshold.
- Tests: 88 passing (test_net_fee_parking, test_vendor_prompt_does_not_contain_mcdonalds,
test_vendor_prompt_instructs_not_to_guess_absent_brand).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -23,7 +23,7 @@ from ..tools.expenses_tools import ExpensesTools
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_TOTAL_RE = re.compile(
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r'(?:grand\s*total|total\s*due|amount\s*due|balance\s*due|'
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r'total\s*amount|total\s*charged|total\s*sale|net\s*sale|'
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r'sale\s*total|you\s*paid|amount\s*paid|total)'
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r'sale\s*total|you\s*paid|amount\s*paid|net\s*fee|total)'
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r'(?!\s*tax)' # exclude "Total Tax / Total Taxes"
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r'\s*[:\-]?\s*\$?\s*([\d,]+\.\d{2})',
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re.IGNORECASE,
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@@ -551,19 +551,25 @@ class ExpensesAgent(BaseAgent):
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excerpt = stripped[:600]
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prompt = (
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'Return ONLY valid JSON with exactly two keys:\n'
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'"vendor": the merchant or store name from the receipt header. '
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'OCR often garbles text — use your knowledge to correct obvious '
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'errors (e.g. "NeDonald\'s" → "McDonald\'s", "TN-N-QUT" → '
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'"IN-N-OUT Burger", "Subwey" → "Subway", "LRYAL" → "LAYAL"). '
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'"vendor": the business name printed at the TOP of the receipt '
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'(usually the first 1-3 lines). '
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'Ignore slogans ("How doers get more done"), product item names, '
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'and payment-processor logos. '
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'OCR often substitutes look-alike characters — correct obvious '
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'errors (e.g. "LRYAL" → "LAYAL", "Subwey" → "Subway", '
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'"H0ME DEP0T" → "HOME DEPOT", "W4LMART" → "WALMART"). '
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'IMPORTANT: only use a brand name that is clearly present in the '
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'text — do NOT substitute a different well-known brand if the '
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'name is merely unclear. '
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'If this looks like a bank or credit-card statement listing '
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'multiple transactions rather than a single merchant receipt, '
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'use "". Use "" if no clear business name is visible.\n'
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f'"product_name": pick the single best match from [{product_list}]. '
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'Guide: restaurant / cafe / fast food → food/meal product; '
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'Guide: restaurant / cafe / fast food / food court → food/meal product; '
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'airline / airport / transit / taxi / parking / rental car → travel product; '
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'gas station / petrol / fuel → fuel product; '
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'hotel / motel / lodging → accommodation product; '
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'office / tech / hardware store → supplies product. '
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'hardware / home improvement / tech / office supply store → supplies product. '
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'Return "" if nothing fits.\n\n'
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f'Receipt text:\n{excerpt}\n\nJSON only:'
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)
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@@ -130,6 +130,7 @@ def _ocr_image_tesseract(data: bytes, filename: str) -> str:
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# ── Step 3: Grayscale + contrast ─────────────────────────────────────
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img = ImageOps.grayscale(img)
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img = ImageOps.autocontrast(img)
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img_gray = img # save grayscale for fallback — before binarization
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# ── Step 4: Sharpen then binarize ─────────────────────────────────────
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# Sharpen first so edges are crisp before thresholding.
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@@ -152,6 +153,23 @@ def _ocr_image_tesseract(data: bytes, filename: str) -> str:
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except Exception:
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pass
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# ── Step 5b: Grayscale fallback ───────────────────────────────────────
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# Binarization at threshold 160 can destroy dot-matrix and certain
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# thermal-print fonts (e.g. parking kiosk receipts) where character
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# pixels are close to the threshold and get wiped to white. If every
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# binarized attempt failed, retry on the plain grayscale image —
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# Tesseract handles grey-level input reasonably well for these cases.
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for psm in (6, 4, 11):
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try:
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text = pytesseract.image_to_string(
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img_gray, config=f'--oem 3 --psm {psm}').strip()
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if len(text) >= 20:
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logger.debug('Tesseract grayscale fallback %s: psm=%d %d chars',
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filename, psm, len(text))
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return text
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except Exception:
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pass
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logger.warning('Tesseract OCR %s: all PSM modes returned < 20 chars', filename)
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return ''
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except ImportError:
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@@ -524,6 +524,18 @@ class TestExtractAmount:
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text = 'Items 8.49\nCash Tendered 20.00\nChange 11.51'
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assert _extract_amount_from_text(text) == 8.49
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def test_net_fee_parking(self):
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# Parking kiosk receipts (e.g. MIA) use "net fee: 150.00 USD" format.
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# _TOTAL_RE must include "net fee" so Pass 1 catches it and avoids
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# the max-scan accidentally picking up a larger line like entry/exit fees.
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text = (
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'MIAMI AIRPORT PARKING\n'
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'Entry 05/09 08:00\n'
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'Exit 05/10 14:30\n'
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'net fee: 150.00 USD'
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)
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assert _extract_amount_from_text(text) == 150.00
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class TestBankStatementDetection:
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def _stmt(self, n: int) -> str:
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@@ -657,6 +669,72 @@ async def test_parse_ocr_failed_skips_llm_amount():
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assert result['date'] == '2026-05-10'
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@pytest.mark.asyncio
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async def test_vendor_prompt_does_not_contain_mcdonalds():
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"""The vendor LLM prompt must not reference 'McDonald' as a correction
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example — it biases the model toward returning McDonald's whenever OCR
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text is unclear, causing unrelated receipts (Home Depot, HMSHost) to be
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misidentified as McDonald's.
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"""
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agent = _make_agent()
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captured: list[str] = []
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llm_resp = MagicMock()
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llm_resp.content = '{"vendor":"The Home Depot","product_name":"Supplies"}'
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async def _capture(messages, caller=None):
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for m in messages:
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captured.append(m.get('content', ''))
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return llm_resp
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agent._llm.submit = _capture
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await agent._parse_receipt_text(
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'THE HOME DEPOT\nHow doers get more done\nWAGNER FURNO 300HG 36.78\nVISA USD$ 36.78',
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'homedepot.jpg',
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expense_products=[{'id': 1, 'name': 'Meals'}, {'id': 2, 'name': 'Supplies'}],
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)
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full_prompt = ' '.join(captured)
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assert 'McDonald' not in full_prompt, (
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"Vendor prompt must not contain 'McDonald' — it biases the model toward "
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"returning McDonald's for any ambiguous receipt."
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)
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@pytest.mark.asyncio
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async def test_vendor_prompt_instructs_not_to_guess_absent_brand():
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"""Prompt must explicitly tell the LLM not to substitute a brand name that
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isn't in the OCR text — prevents "default to well-known fast food" behaviour.
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"""
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agent = _make_agent()
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captured: list[str] = []
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llm_resp = MagicMock()
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llm_resp.content = '{"vendor":"SERGIO\'S MIAMI AIRPORT","product_name":"Meals"}'
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async def _capture(messages, caller=None):
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for m in messages:
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captured.append(m.get('content', ''))
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return llm_resp
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agent._llm.submit = _capture
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await agent._parse_receipt_text(
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'(((HMSHost ByAvolta\nSERGIO\'S MIAMI AIRPORT\nCHK 9745\nPayment $16.29',
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'sergios.jpg',
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expense_products=[{'id': 1, 'name': 'Meals'}],
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)
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full_prompt = ' '.join(captured)
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# The prompt should warn the model not to invent brand names
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assert 'only use a brand name' in full_prompt.lower() or \
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'do not' in full_prompt.lower() or \
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'not substitute' in full_prompt.lower(), (
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"Prompt must instruct the LLM not to substitute a different brand name."
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)
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# ---------------------------------------------------------------------------
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# parse_upload — receipt_parser.py
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# ---------------------------------------------------------------------------
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