feat(classifier): paste a "current name" column → match files by name
Add a 4th paste column and use it to assign tracking numbers reliably. The old auto-matcher keyed on "the tracking number appears in the filename" — backwards for unorganized files that don't yet carry their number. The pasted current name is an authoritative join key the user already has. - parsePastedRows: FIXED schema by position — tracking_number · rev (status) · title · current name. Dropped the variant guessing (status-column merge, single-filename split); a header row is still skipped, trailing columns may be omitted. Rows carry currentName. - proposeMatches: PRIMARY signal is now the current name (nameScore: exact on the normalized, extension-dropped key = conf 1; token-coverage 0.6–0.95; clean substring 0.7), FALLBACK is the old tracking-in-filename heuristic for rows without a current name. Each proposal carries `auto` — true only for an exact 1:1 match (unique conf-1 for both its file and its row), the only kind safe to assign unprompted. Duplicate names → not auto. - Paste dialog: 4th preview column; on Add, exact 1:1 matches are auto-assigned and a summary toast points to Match names for the rest. Match dialog pre-checks only the exact matches, shows confidence + name/tracking#, flags the review-only ones. New read-only "Current name" column in the worklist table. Tests: fixed-schema parse, current-name exact(auto)+token match, ambiguous duplicate (not auto), and the tracking fallback still holds. Suite 342 green. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
parent
36fe38b235
commit
0847c7a844
4 changed files with 158 additions and 53 deletions
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@ -623,10 +623,13 @@ input.tfile__name:focus { border-color: var(--primary); background: var(--bg); o
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.scratch-preview__more { color: var(--text-muted); font-size: 0.76rem; padding: 0.2rem 0; }
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.scratch-match__fuzzy { display: inline-flex; align-items: center; gap: 0.3rem; font-size: 0.8rem; color: var(--text-muted); }
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.scratch-match__row { display: flex; align-items: center; gap: 0.5rem; font-size: 0.8rem; padding: 0.15rem 0; cursor: pointer; }
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.scratch-match__row--review { opacity: 0.85; } /* not an exact 1:1 — needs a look */
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.scratch-match__row--review .scratch-match__conf { color: var(--warning, #b8860b); }
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.scratch-match__file { flex: 1; min-width: 0; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
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.scratch-match__arrow { color: var(--text-muted); }
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.scratch-match__tn { font-family: var(--mono, monospace); }
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.scratch-match__conf { color: var(--text-muted); font-size: 0.72rem; width: 3rem; text-align: right; }
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.scratch-match__conf { color: var(--text-muted); font-size: 0.72rem; min-width: 6rem; text-align: right; white-space: nowrap; }
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.worklist-cur { font-family: var(--mono, monospace); color: var(--text-muted); }
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/* The base seltable rules live in shared/seltable.css (bundled by build.sh and
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shared with the tables tool); only the classifier-specific catalog bits
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@ -499,6 +499,8 @@
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id: r.id || uid(), party: r.party || '',
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trackingNumber: (r.trackingNumber || '').trim(), title: r.title || '',
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revisionCell: r.revisionCell || '',
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// The file's existing name (pasted col 4) — a join key for name-match.
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currentName: (r.currentName || '').trim(),
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source: rowSource(r),
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archiveRevisions: Array.isArray(r.archiveRevisions) ? r.archiveRevisions : [],
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placed: Object.create(null),
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@ -617,6 +619,9 @@
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// Parse Excel/TSV text into scratch rows. Columns: Tracking ⇥ Rev(Status) ⇥
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// Title; a 4th bare-status column merges into the revision; a lone cell that
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// parses as a full ZDDC filename is split; a header row is skipped.
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// FIXED schema, by column position (no variant detection): a header row is
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// skipped, then each line is tracking_number ⇥ rev (status) ⇥ title ⇥
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// current name. Trailing columns may be omitted (currentName/title blank).
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function parsePastedRows(text) {
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function unq(s) {
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s = (s == null ? '' : String(s)).trim();
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@ -629,43 +634,82 @@
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if (!raw.trim()) return;
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var cells = raw.split('\t').map(unq);
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var c0 = cells[0] || '';
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if (!sawData && cells.length > 1 && /^(tracking|number|no\.?|doc(ument)?|drawing|item)\b/i.test(c0) && c0.indexOf('-') === -1) {
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return; // header row
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}
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var tracking = '', rev = '', title = '';
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if (cells.length === 1) {
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var p = window.zddc.parseFilename(c0);
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if (p && p.valid && p.trackingNumber) { tracking = p.trackingNumber; rev = p.revision + (p.status ? ' (' + p.status + ')' : ''); title = p.title || ''; }
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else tracking = c0;
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} else {
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tracking = c0;
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if (cells.length >= 4 && cells[2] && window.zddc.isValidStatus(cells[2])) { rev = (cells[1] + ' (' + cells[2] + ')').trim(); title = cells[3] || ''; }
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else { rev = cells[1] || ''; title = cells[2] || ''; }
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}
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if (!tracking) { skipped.push({ line: i + 1, reason: 'no tracking number', text: raw }); return; }
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// Skip a leading header row (first cell is a header word, not a tn).
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if (!sawData && /^(tracking|number|no\.?|doc(ument)?|drawing|item)\b/i.test(c0) && c0.indexOf('-') === -1) return;
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if (!c0) { skipped.push({ line: i + 1, reason: 'no tracking number', text: raw }); return; }
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sawData = true;
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rows.push({ trackingNumber: tracking, revisionCell: rev.trim(), title: title, source: { pasted: true } });
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rows.push({
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trackingNumber: c0,
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revisionCell: (cells[1] || '').trim(),
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title: cells[2] || '',
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currentName: cells[3] || '',
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source: { pasted: true },
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});
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});
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return { rows: rows, skipped: skipped };
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}
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function normTok(s) { return String(s == null ? '' : s).toUpperCase().replace(/[^A-Z0-9]/g, ''); }
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// Propose row matches for source files by finding a row whose tracking number
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// appears in the filename. opts.fuzzy also matches on the digit-run.
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function dropExt(s) { return String(s == null ? '' : s).replace(/\.[^.\/\\]+$/, ''); }
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function nameKey(s) { return dropExt(s).toLowerCase().replace(/[^a-z0-9]+/g, ''); }
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function nameTokens(s) { return dropExt(s).toLowerCase().split(/[^a-z0-9]+/).filter(Boolean); }
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// Score a pasted "current name" against a file's name: 1 = exact (normalized,
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// extension dropped), 0.6–0.95 = token coverage, 0.7 = a clean substring,
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// 0 = no match. Token-set beats raw substring (survives reordering).
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function nameScore(rowName, fileFull) {
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var rk = nameKey(rowName); if (!rk) return 0;
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var fk = nameKey(fileFull);
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if (rk === fk) return 1;
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var rt = nameTokens(rowName);
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if (rt.length) {
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var ft = Object.create(null); nameTokens(fileFull).forEach(function (t) { ft[t] = true; });
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var hit = 0; rt.forEach(function (t) { if (ft[t]) hit++; });
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var cov = hit / rt.length;
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if (cov >= 0.6) return Math.min(0.95, 0.6 + 0.35 * cov);
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}
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var a = rk.length <= fk.length ? rk : fk, b = rk.length <= fk.length ? fk : rk;
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if (a.length >= 4 && b.indexOf(a) !== -1) return 0.7;
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return 0;
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}
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// Propose file↔row matches. PRIMARY signal is the pasted "current name"
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// column (nameScore); FALLBACK is the tracking number embedded in the
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// filename (opts.fuzzy also tries the digit-run). Each proposal carries a
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// confidence and an `auto` flag — true only for an exact 1:1 match (conf 1,
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// the unique conf-1 match for BOTH its file and its row), the only kind safe
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// to assign without confirmation.
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function proposeMatches(files, rows, opts) {
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opts = opts || {};
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var named = (rows || []).filter(function (r) { return (r.currentName || '').trim(); });
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var out = [];
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(files || []).forEach(function (f) {
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var full = zddc.joinExtension(f.originalFilename, f.extension);
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var nameNorm = normTok(full), nameDigits = nameNorm.replace(/[^0-9]/g, ''), best = null;
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(rows || []).forEach(function (r) {
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var tn = r.trackingNumber || ''; if (!tn) return;
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var tnNorm = normTok(tn), conf = 0;
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if (full.indexOf(tn) !== -1) conf = 1;
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else if (tnNorm && nameNorm.indexOf(tnNorm) !== -1) conf = 0.8;
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else if (opts.fuzzy) { var d = tnNorm.replace(/[^0-9]/g, ''); if (d && nameDigits.indexOf(d) !== -1) conf = 0.5; }
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if (conf && (!best || conf > best.confidence)) best = { row: r, confidence: conf };
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var best = null;
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named.forEach(function (r) {
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var s = nameScore(r.currentName, full);
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if (s > 0 && (!best || s > best.confidence)) best = { row: r, confidence: s, via: 'name' };
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});
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if (best) out.push({ file: f, row: best.row, confidence: best.confidence });
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if (!best) { // fallback: tracking number in the filename
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var nameNorm = normTok(full), nameDigits = nameNorm.replace(/[^0-9]/g, '');
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(rows || []).forEach(function (r) {
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var tn = r.trackingNumber || ''; if (!tn) return;
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var tnNorm = normTok(tn), conf = 0;
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if (full.indexOf(tn) !== -1) conf = 1;
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else if (tnNorm && nameNorm.indexOf(tnNorm) !== -1) conf = 0.8;
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else if (opts.fuzzy) { var d = tnNorm.replace(/[^0-9]/g, ''); if (d && nameDigits.indexOf(d) !== -1) conf = 0.5; }
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if (conf && (!best || conf > best.confidence)) best = { row: r, confidence: conf, via: 'tracking' };
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});
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}
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if (best) out.push({ file: f, row: best.row, confidence: best.confidence, via: best.via, auto: false });
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});
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// Auto-assignable = exact + unambiguous both ways (so duplicate names
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// never silently grab the wrong file).
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var rowEx = Object.create(null), fileEx = Object.create(null);
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out.forEach(function (p) {
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if (p.confidence !== 1) return;
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rowEx[p.row.id || p.row.trackingNumber] = (rowEx[p.row.id || p.row.trackingNumber] || 0) + 1;
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fileEx[srcKeyForFile(p.file)] = (fileEx[srcKeyForFile(p.file)] || 0) + 1;
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});
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out.forEach(function (p) {
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if (p.confidence === 1) p.auto = rowEx[p.row.id || p.row.trackingNumber] === 1 && fileEx[srcKeyForFile(p.file)] === 1;
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});
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return out;
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}
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@ -529,10 +529,11 @@
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render: function (r, td) { editCell(td, 'worklist-tn__input', r.trackingNumber, 'ACME-…-0001', function (v) { c.setRowTracking(r.id, v); }, tnWarn(r)); } },
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{ key: 'title', title: 'Title', cls: 'worklist-title', get: function (r) { return r.title || ''; },
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render: function (r, td) { editCell(td, 'worklist-title__input', r.title, 'title', function (v) { c.setRowTitle(r.id, v); }); } },
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{ key: 'cur', title: 'Current name', cls: 'worklist-cur', get: function (r) { return r.currentName || ''; } },
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{ key: 'src', title: 'Source', cls: 'worklist-src', get: function (r) { var s = r.source || {}; return [s.mdl ? 'mdl' : '', s.archive ? 'arch' : '', s.pasted ? 'pasted' : ''].filter(Boolean).join(' '); },
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render: function (r, td) { renderSource(r, td); } },
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{ key: 'latest', title: 'Latest rev', get: function (r) { return latestRevOf(r.archiveRevisions); } },
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{ key: 'rev', title: 'Revision', cls: 'mdl-rev', get: function (r) { return r.revisionCell; },
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{ key: 'rev', title: 'Revision', cls: 'worklist-rev', get: function (r) { return r.revisionCell; },
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render: function (r, td) { editCell(td, 'worklist-rev__input', r.revisionCell, 'A (IFR)', function (v) { c.setRevisionCell(r.id, v); }); } },
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];
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worklistGrid = window.app.modules.seltable.create({
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@ -730,12 +731,29 @@
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document.body.appendChild(back);
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return { body: body, foot: foot, close: close };
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}
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function unassignedFiles() {
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var c = C();
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return allFiles().filter(function (f) {
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var a = c.getAssignment(c.srcKeyForFile(f));
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return !(a && (a.trackingNodeId || a.excluded));
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});
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}
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// Assign every exact, unambiguous (1:1) current-name match without prompting;
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// returns the count. Lower-confidence / ambiguous matches are left for the
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// user to review via "Match names".
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function autoAssignByName() {
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var c = C(), n = 0;
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c.proposeMatches(unassignedFiles(), c.getWorklist(), {}).forEach(function (p) {
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if (p.auto) { c.assignFromRow([c.srcKeyForFile(p.file)], p.row); n++; }
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});
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return n;
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}
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function openPasteDialog(prefill) {
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var c = C();
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var m = scratchModal('Paste rows from Excel', 'Columns: Tracking · Rev (Status) · Title — tab-separated, as Excel copies. A header row is skipped; a pasted full filename is split.');
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var m = scratchModal('Paste rows from Excel', 'Fixed columns, tab-separated as Excel copies: Tracking number · Rev (Status) · Title · Current name. A header row is skipped. The current name is matched against your files — exact matches are assigned automatically.');
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var ta = document.createElement('textarea');
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ta.className = 'scratch-paste__ta'; ta.rows = 6; ta.spellcheck = false;
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ta.placeholder = 'ACME-AR-DWG-0001\tA (IFR)\tFloor plan';
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ta.placeholder = 'ACME-AR-DWG-0001\tA (IFR)\tFloor plan\tIMG_4471.pdf';
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ta.value = prefill || '';
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m.body.appendChild(ta);
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var preview = el('div', 'scratch-paste__preview'); m.body.appendChild(preview);
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@ -748,12 +766,13 @@
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preview.textContent = '';
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if (parsed.rows.length) {
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var tbl = el('table', 'scratch-preview__table');
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var head = el('tr'); ['Tracking number', 'Revision', 'Title'].forEach(function (h) { head.appendChild(el('th', null, h)); }); tbl.appendChild(head);
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var head = el('tr'); ['Tracking number', 'Revision', 'Title', 'Current name'].forEach(function (h) { head.appendChild(el('th', null, h)); }); tbl.appendChild(head);
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parsed.rows.slice(0, 50).forEach(function (r) {
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var tr = el('tr');
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tr.appendChild(el('td', null, r.trackingNumber));
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tr.appendChild(el('td', null, r.revisionCell || ''));
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tr.appendChild(el('td', null, r.title || ''));
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tr.appendChild(el('td', null, r.currentName || ''));
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tbl.appendChild(tr);
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});
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preview.appendChild(tbl);
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@ -767,7 +786,10 @@
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var n = parsed.rows.length;
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c.appendWorklist(parsed.rows);
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m.close(); showTab('worklist');
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window.zddc.toast('Added ' + n + ' pasted row' + (n === 1 ? '' : 's') + '.', 'success');
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var assigned = autoAssignByName();
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var msg = 'Added ' + n + ' pasted row' + (n === 1 ? '' : 's') + '.';
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if (assigned) msg += ' Auto-assigned ' + assigned + ' file' + (assigned === 1 ? '' : 's') + ' by current name.';
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window.zddc.toast(msg + (assigned ? ' Review the rest with ⚡ Match names.' : ''), 'success');
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});
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ta.addEventListener('input', refresh);
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refresh(); ta.focus();
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@ -776,12 +798,9 @@
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var c = C();
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var rows = c.getWorklist();
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if (!rows.length) { window.zddc.toast('Load or paste some tracking numbers first.', 'warning'); return; }
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var files = allFiles().filter(function (f) {
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var a = c.getAssignment(c.srcKeyForFile(f));
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return !(a && (a.trackingNodeId || a.excluded));
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});
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var files = unassignedFiles();
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if (!files.length) { window.zddc.toast('No unassigned files to match.', 'info'); return; }
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var m = scratchModal('Match names', 'Files whose name contains a known tracking number. Review, then assign the checked matches.');
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var m = scratchModal('Match names', 'Each unassigned file matched to a row by its “Current name” (or the tracking number in its filename). Exact matches are pre-checked; review the rest, then Assign.');
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var opts = { fuzzy: false };
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var fuzzyLbl = el('label', 'scratch-match__fuzzy');
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var fuzzy = document.createElement('input'); fuzzy.type = 'checkbox';
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@ -797,16 +816,19 @@
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list.textContent = '';
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if (!proposals.length) { list.appendChild(el('div', 'scratch-preview__skip', 'No matches found.')); accept.disabled = true; accept.textContent = 'Assign'; return; }
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proposals.forEach(function (p, i) {
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var rowEl = el('label', 'scratch-match__row');
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var cb = document.createElement('input'); cb.type = 'checkbox'; cb.checked = true; cb.dataset.i = i;
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var rowEl = el('label', 'scratch-match__row' + (p.auto ? '' : ' scratch-match__row--review'));
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var cb = document.createElement('input'); cb.type = 'checkbox';
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cb.checked = !!p.auto; // pre-check only exact 1:1 matches; opt in to the rest
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cb.dataset.i = i;
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rowEl.appendChild(cb);
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rowEl.appendChild(el('span', 'scratch-match__file', zddc.joinExtension(p.file.originalFilename, p.file.extension)));
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rowEl.appendChild(el('span', 'scratch-match__file', window.zddc.joinExtension(p.file.originalFilename, p.file.extension)));
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rowEl.appendChild(el('span', 'scratch-match__arrow', '→'));
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rowEl.appendChild(el('span', 'scratch-match__tn', p.row.trackingNumber));
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rowEl.appendChild(el('span', 'scratch-match__conf', Math.round(p.confidence * 100) + '%'));
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var tag = el('span', 'scratch-match__conf', Math.round(p.confidence * 100) + '% · ' + (p.via === 'name' ? 'name' : 'tracking#'));
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rowEl.appendChild(tag);
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list.appendChild(rowEl);
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});
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accept.disabled = false; accept.textContent = 'Assign ' + proposals.length;
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accept.disabled = false; accept.textContent = 'Assign checked';
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}
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accept.addEventListener('click', function () {
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var n = 0;
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@ -1365,27 +1365,63 @@ test('From a list: load() migrates a legacy mdlNodeId placement into a tracking
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expect(r.named).toBe('ACM-PRJ-EL-SPC-0009_B (IFC) - Legacy.pdf'); // classification preserved
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});
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test('parsePastedRows handles 3-col, 4-col(status), a filename, a header, and bad rows', async ({ page }) => {
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test('parsePastedRows: fixed columns tracking · rev · title · current name', async ({ page }) => {
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await page.click('#modeClassifyBtn');
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const r = await page.evaluate(() => {
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const c = window.app.modules.classify;
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const text = [
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'Tracking Number\tRev\tTitle', // header → skipped
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'ACM-PRJ-EL-SPC-0001\tA (IFR)\tFloor plan', // 3-col
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'ACM-PRJ-EL-SPC-0002\tB\tIFC\tSection', // 4-col (status split)
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'ACM-PRJ-EL-SPC-0003_C (IFA) - Detail.pdf', // single full filename
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'\tjust a rev\t', // no tracking → skipped
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'Tracking Number\tRev\tTitle\tCurrent name', // header → skipped
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'ACM-PRJ-EL-SPC-0001\tA (IFR)\tFloor plan\tIMG_4471.pdf', // full 4 columns
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'ACM-PRJ-EL-SPC-0002\tB (IFC)\tSection', // 3 cols → current name blank
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'\tjust a rev\t', // no tracking → skipped
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].join('\n');
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return c.parsePastedRows(text);
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});
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expect(r.rows.map(x => x.trackingNumber)).toEqual(['ACM-PRJ-EL-SPC-0001', 'ACM-PRJ-EL-SPC-0002', 'ACM-PRJ-EL-SPC-0003']);
|
||||
expect(r.rows[0].revisionCell).toBe('A (IFR)');
|
||||
expect(r.rows[1].revisionCell).toBe('B (IFC)'); // status column merged
|
||||
expect(r.rows[2].revisionCell).toBe('C (IFA)'); // split from the filename
|
||||
expect(r.rows[2].title).toBe('Detail');
|
||||
expect(r.rows.map(x => x.trackingNumber)).toEqual(['ACM-PRJ-EL-SPC-0001', 'ACM-PRJ-EL-SPC-0002']);
|
||||
expect(r.rows[0]).toMatchObject({ revisionCell: 'A (IFR)', title: 'Floor plan', currentName: 'IMG_4471.pdf' });
|
||||
expect(r.rows[1].currentName).toBe(''); // omitted trailing column
|
||||
expect(r.skipped.length).toBe(1); // the no-tracking row
|
||||
});
|
||||
|
||||
test('proposeMatches: the current-name column drives exact (auto) + token matches', async ({ page }) => {
|
||||
await page.click('#modeClassifyBtn');
|
||||
const r = await page.evaluate(() => {
|
||||
const c = window.app.modules.classify;
|
||||
const files = [
|
||||
{ originalFilename: 'IMG_4471', extension: 'pdf', folderPath: 'R' }, // exact (case+ext+sep differ)
|
||||
{ originalFilename: 'site-survey-final-v2', extension: 'docx', folderPath: 'R' }, // token coverage
|
||||
{ originalFilename: 'totally unrelated', extension: 'pdf', folderPath: 'R' }, // no match
|
||||
];
|
||||
const rows = [
|
||||
{ id: 'm1', trackingNumber: 'ACM-AR-DWG-0001', currentName: 'img_4471.PDF' },
|
||||
{ id: 'm2', trackingNumber: 'ACM-AR-DWG-0002', currentName: 'Site Survey final' },
|
||||
];
|
||||
const m = c.proposeMatches(files, rows, {});
|
||||
return Object.fromEntries(m.map(p => [p.file.originalFilename, { tn: p.row.trackingNumber, conf: p.confidence, via: p.via, auto: p.auto }]));
|
||||
});
|
||||
expect(r['IMG_4471']).toMatchObject({ tn: 'ACM-AR-DWG-0001', conf: 1, via: 'name', auto: true }); // exact 1:1 → auto
|
||||
expect(r['site-survey-final-v2'].tn).toBe('ACM-AR-DWG-0002');
|
||||
expect(r['site-survey-final-v2'].via).toBe('name');
|
||||
expect(r['site-survey-final-v2'].auto).toBe(false); // < exact → needs review
|
||||
expect(r['totally unrelated']).toBeUndefined(); // no match dropped
|
||||
});
|
||||
|
||||
test('proposeMatches: ambiguous duplicate current-name is not auto-assigned', async ({ page }) => {
|
||||
await page.click('#modeClassifyBtn');
|
||||
const r = await page.evaluate(() => {
|
||||
const c = window.app.modules.classify;
|
||||
const files = [
|
||||
{ originalFilename: 'scan001', extension: 'pdf', folderPath: 'Root/A' },
|
||||
{ originalFilename: 'scan001', extension: 'pdf', folderPath: 'Root/B' }, // same name, different folder
|
||||
];
|
||||
const rows = [{ id: 'm1', trackingNumber: 'ACM-AR-DWG-0009', currentName: 'scan001.pdf' }];
|
||||
return c.proposeMatches(files, rows, {}).map(p => ({ conf: p.confidence, auto: p.auto }));
|
||||
});
|
||||
expect(r.length).toBe(2); // both files match the one row
|
||||
expect(r.every(p => p.conf === 1)).toBe(true);
|
||||
expect(r.every(p => p.auto === false)).toBe(true); // a row claimed by 2 files → neither auto-assigns
|
||||
});
|
||||
|
||||
test('proposeMatches finds a row whose tracking number is in the filename', async ({ page }) => {
|
||||
await page.click('#modeClassifyBtn');
|
||||
const r = await page.evaluate(() => {
|
||||
|
|
|
|||
Loading…
Reference in a new issue