class Family::AutoMerchantDetector Error = Class.new(StandardError) def initialize(family, transaction_ids: []) @family = family @transaction_ids = transaction_ids end def auto_detect raise "No LLM provider for auto-detecting merchants" unless llm_provider if scope.none? Rails.logger.info("No transactions to auto-detect merchants for family #{family.id}") return else Rails.logger.info("Auto-detecting merchants for #{scope.count} transactions for family #{family.id}") end result = llm_provider.auto_detect_merchants( transactions: transactions_input, user_merchants: user_merchants_input ) unless result.success? Rails.logger.error("Failed to auto-detect merchants for family #{family.id}: #{result.error.message}") return end scope.each do |transaction| transaction.lock_attr!(:merchant_id) auto_detection = result.data.find { |c| c.transaction_id == transaction.id } merchant_id = user_merchants_input.find { |m| m[:name] == auto_detection&.business_name }&.dig(:id) if merchant_id.nil? && auto_detection&.business_url.present? && auto_detection&.business_name.present? ai_provider_merchant = ProviderMerchant.find_or_create_by!( source: "ai", name: auto_detection.business_name, website_url: auto_detection.business_url, ) do |pm| pm.logo_url = "#{default_logo_provider_url}/#{auto_detection.business_url}" end end merchant_id = merchant_id || ai_provider_merchant&.id if merchant_id.present? Family.transaction do transaction.log_enrichment!( attribute_name: "merchant_id", attribute_value: merchant_id, source: "ai", ) transaction.update!(merchant_id: merchant_id) end end end end private attr_reader :family, :transaction_ids # For now, OpenAI only, but this should work with any LLM concept provider def llm_provider Provider::Registry.get_provider(:openai) end def default_logo_provider_url "https://logo.synthfinance.com" end def user_merchants_input family.merchants.map do |merchant| { id: merchant.id, name: merchant.name } end end def transactions_input scope.map do |transaction| { id: transaction.id, amount: transaction.entry.amount.abs, classification: transaction.entry.classification, description: transaction.entry.name, merchant: transaction.merchant&.name } end end def scope family.transactions.where(id: transaction_ids, merchant_id: nil) .enrichable(:merchant_id) .includes(:merchant, :entry) end end