Promote tracker patterns to org third parties via worker
Manual moves of a non-extension TrackerPattern lacking a ThirdPartyID now request mapping, which the tracker-mapping worker resolves with a four-stage pipeline: exact common_third_party_id link, heuristic ranking, agent disambiguation, and finally CreateFromCommon. Existing fuzzy-matched org rows are tagged with common_third_party_id so the next promotion takes the O(1) exact-link path. The matching primitives live in pkg/thirdparty (RankCandidates, LinkToCommon, CreateFromCommon, ScoredCandidate, threshold constants) so the disambiguation agent and the heuristic share one candidate type. Cookiebanner orchestrates them; cookie-banner-specific concerns (pattern -> common-pattern -> common-party navigation, the EXTENSION gate, and structured logs) stay in the worker. Signed-off-by: Émile Ré <emile@probo.com>
This commit is contained in:
209
pkg/thirdparty/disambiguation_agent.go
vendored
Normal file
209
pkg/thirdparty/disambiguation_agent.go
vendored
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@@ -0,0 +1,209 @@
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// Copyright (c) 2026 Probo Inc <hello@getprobo.com>.
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//
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// Permission to use, copy, modify, and/or distribute this software for any
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// purpose with or without fee is hereby granted, provided that the above
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// copyright notice and this permission notice appear in all copies.
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//
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// THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
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// REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
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// AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
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// INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
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// LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
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// OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
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// PERFORMANCE OF THIS SOFTWARE.
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package thirdparty
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import (
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"context"
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_ "embed"
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"fmt"
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"strings"
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"time"
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"go.gearno.de/kit/log"
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"go.probo.inc/probo/pkg/agent"
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"go.probo.inc/probo/pkg/coredata"
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"go.probo.inc/probo/pkg/gid"
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"go.probo.inc/probo/pkg/llm"
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)
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//go:embed prompts/disambiguation.txt.tmpl
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var disambiguationPrompt string
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const (
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// disambiguationConfidenceThreshold is the floor below which we
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// treat the agent's pick as "no confident match" even when it
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// returned a non-nil matched_id. Mirrors the conservative bias
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// described in the prompt.
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disambiguationConfidenceThreshold = 0.6
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// disambiguationTimeout caps a single disambiguation run. The
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// agent has no tools and a single turn, so this is mostly a
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// guard against a hung LLM provider, not a real budget.
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disambiguationTimeout = 60 * time.Second
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)
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// DisambiguationConfig configures the third-party disambiguation
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// agent. The agent has no DB tools and no web-search tools: the
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// candidate list is supplied entirely in the prompt and the agent
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// only picks among it.
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type DisambiguationConfig struct {
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LLMClient *llm.Client
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Model string
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}
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// DisambiguationResult is the structured output the disambiguation
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// agent returns when picking the best existing org ThirdParty for a
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// catalog entry.
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type DisambiguationResult struct {
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MatchedID *string `json:"matched_id" jsonschema:"GID of the org third party that best matches, or null if none of the candidates is a confident match."`
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Confidence float64 `json:"confidence" jsonschema:"Confidence level from 0.0 to 1.0. Below 0.6 means 'no confident match' and matched_id MUST be null."`
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Reasoning string `json:"reasoning" jsonschema:"One short sentence describing the rationale."`
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}
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// BuildDisambiguationAgent wires the agent that picks the best
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// existing org ThirdParty for a catalog entry. It deliberately has
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// no tools: the candidate list is supplied in the prompt and the
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// agent must only choose among it.
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func BuildDisambiguationAgent(
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cfg DisambiguationConfig,
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logger *log.Logger,
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) *agent.Agent {
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outputType, err := agent.NewOutputType[DisambiguationResult]("third_party_disambiguation")
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if err != nil {
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panic(fmt.Sprintf("thirdparty: cannot build disambiguation output type: %s", err))
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}
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return agent.New(
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"third-party-disambiguation",
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cfg.LLMClient,
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agent.WithInstructions(disambiguationPrompt),
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agent.WithModel(cfg.Model),
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agent.WithOutputType(outputType),
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agent.WithMaxTurns(1),
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agent.WithLogger(logger),
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)
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}
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// Disambiguate runs the agent against the given catalog third party
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// and candidate list, and returns the matched candidate's ID — or
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// nil when the agent picks "none", returns a confidence below the
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// threshold, or fails. Errors from the agent itself are returned;
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// "no confident match" is not an error.
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//
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// The matched candidate is identified by string equality against the
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// IDs supplied in `candidates`; we never invent IDs from the agent's
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// output, so a model that hallucinates an ID is treated as "none".
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func Disambiguate(
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ctx context.Context,
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a *agent.Agent,
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logger *log.Logger,
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commonParty coredata.CommonThirdParty,
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commonDomains coredata.CommonThirdPartyDomains,
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candidates []ScoredCandidate,
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) (*gid.GID, error) {
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if a == nil || len(candidates) == 0 {
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return nil, nil
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}
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prompt := buildDisambiguationPrompt(commonParty, commonDomains, candidates)
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agentCtx, cancel := context.WithTimeout(ctx, disambiguationTimeout)
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defer cancel()
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result, err := agent.RunTyped[DisambiguationResult](
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agentCtx,
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a,
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[]llm.Message{
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{
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Role: llm.RoleUser,
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Parts: []llm.Part{llm.TextPart{Text: prompt}},
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},
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},
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)
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if err != nil {
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return nil, fmt.Errorf("cannot run disambiguation agent: %w", err)
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}
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out := result.Output
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if out.MatchedID == nil || *out.MatchedID == "" {
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return nil, nil
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}
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if out.Confidence < disambiguationConfidenceThreshold {
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logger.InfoCtx(
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ctx,
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"disambiguation agent below confidence threshold",
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log.String("matched_id", *out.MatchedID),
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log.Float64("confidence", out.Confidence),
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)
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return nil, nil
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}
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for _, c := range candidates {
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if c.ThirdParty.ID.String() == *out.MatchedID {
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id := c.ThirdParty.ID
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return &id, nil
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}
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}
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logger.WarnCtx(
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ctx,
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"disambiguation agent returned id not in candidate list",
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log.String("matched_id", *out.MatchedID),
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)
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return nil, nil
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}
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// buildDisambiguationPrompt formats the catalog third party and the
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// heuristic-ranked candidate list into the user message for the
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// disambiguation agent. The prompt is intentionally compact: the
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// agent only needs ids, names, websites, and the heuristic score to
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// decide.
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func buildDisambiguationPrompt(
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commonParty coredata.CommonThirdParty,
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commonDomains coredata.CommonThirdPartyDomains,
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candidates []ScoredCandidate,
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) string {
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var b strings.Builder
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b.WriteString("Catalog third party:\n")
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fmt.Fprintf(&b, " name: %s\n", commonParty.Name)
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if commonParty.WebsiteURL != nil && *commonParty.WebsiteURL != "" {
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fmt.Fprintf(&b, " website: %s\n", *commonParty.WebsiteURL)
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}
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if len(commonDomains) > 0 {
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domains := make([]string, len(commonDomains))
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for i, d := range commonDomains {
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domains[i] = d.Domain
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}
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fmt.Fprintf(&b, " domains: %s\n", strings.Join(domains, ", "))
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}
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b.WriteString("\nCandidate organisation third parties (heuristic-ranked):\n")
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for i, c := range candidates {
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fmt.Fprintf(&b, "- id: %s\n", c.ThirdParty.ID.String())
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fmt.Fprintf(&b, " name: %s\n", c.ThirdParty.Name)
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if c.ThirdParty.WebsiteURL != nil && *c.ThirdParty.WebsiteURL != "" {
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fmt.Fprintf(&b, " website: %s\n", *c.ThirdParty.WebsiteURL)
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}
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fmt.Fprintf(&b, " heuristic_score: %.2f\n", c.Score)
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if i < len(candidates)-1 {
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b.WriteString("\n")
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}
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}
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return b.String()
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}
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274
pkg/thirdparty/match.go
vendored
Normal file
274
pkg/thirdparty/match.go
vendored
Normal file
@@ -0,0 +1,274 @@
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// Copyright (c) 2026 Probo Inc <hello@getprobo.com>.
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//
|
||||
// Permission to use, copy, modify, and/or distribute this software for any
|
||||
// purpose with or without fee is hereby granted, provided that the above
|
||||
// copyright notice and this permission notice appear in all copies.
|
||||
//
|
||||
// THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
|
||||
// REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
|
||||
// AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
|
||||
// INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
|
||||
// LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
|
||||
// OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
|
||||
// PERFORMANCE OF THIS SOFTWARE.
|
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|
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package thirdparty
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import (
|
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"context"
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"fmt"
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"sort"
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"strings"
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"time"
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"go.gearno.de/kit/pg"
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"go.probo.inc/probo/pkg/coredata"
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"go.probo.inc/probo/pkg/gid"
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"go.probo.inc/probo/pkg/slug"
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"go.probo.inc/probo/pkg/uri"
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)
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// Heuristic thresholds for matching a CommonThirdParty to an existing
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// org ThirdParty. Exported so callers can short-circuit explicitly
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// (skip the agent, fall back to creating, etc.) instead of duplicating
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// magic numbers.
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const (
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// HighConfidenceScore is the floor at which a heuristic match
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// is treated as obvious (exact name, suffix-stripped name, slug
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// equality). Callers typically link without consulting the
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// agent at this score.
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HighConfidenceScore = 0.85
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// MinAgentScore is the floor below which a candidate is
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// statistical noise and should not be shown to the
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// disambiguation agent. Below this, callers typically prefer
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// to create a fresh row over asking the model to pick among
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// weak candidates.
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MinAgentScore = 0.6
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// MaxAgentCandidates caps the candidate list shown to the
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// disambiguation agent. The list is heuristic-ranked, so the
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// top few are the only ones worth the agent's tokens.
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MaxAgentCandidates = 5
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)
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// ScoredCandidate is a scored heuristic-match candidate. It is the
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// unified currency between the heuristic ranker (RankCandidates) and
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// the disambiguation agent (Disambiguate): the agent renders the
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// `ThirdParty` fields plus the score directly into its prompt, with
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// no intermediate DTO.
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type ScoredCandidate struct {
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ThirdParty *coredata.ThirdParty
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Score float64
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}
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// corporateSuffixes are the legal-form noise words stripped when
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// comparing third-party names heuristically. The list is intentionally
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// short and conservative: matching "Foo Inc" to "Foo" is safe, but
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// stripping "Group" or "Services" would over-match unrelated entries.
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//
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// Order matters: stripCorporateSuffixes returns on the first match,
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// so longer / comma-prefixed forms must come before their shorter
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// siblings (", inc." before " inc.", which itself comes before " inc").
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var corporateSuffixes = []string{
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" incorporated",
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" corporation",
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", inc.",
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", inc",
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" l.l.c.",
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" s.a.s.",
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" inc.",
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||||
" inc",
|
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" llc",
|
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" ltd.",
|
||||
" ltd",
|
||||
" limited",
|
||||
" gmbh",
|
||||
" s.a.",
|
||||
" sas",
|
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" sa",
|
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" ag",
|
||||
" plc",
|
||||
" corp.",
|
||||
" corp",
|
||||
" co.",
|
||||
" co",
|
||||
" b.v.",
|
||||
" bv",
|
||||
}
|
||||
|
||||
// RankCandidates ranks org ThirdParty rows by how likely each is to
|
||||
// represent the given CommonThirdParty. Returned slice is sorted by
|
||||
// descending score; only candidates with score > 0 are kept. Pure
|
||||
// function: no I/O, deterministic on its inputs.
|
||||
//
|
||||
// Scoring (highest match wins; website-host overlap can lift a name
|
||||
// miss to 0.8):
|
||||
//
|
||||
// - exact lowercase name = 1.0
|
||||
// - lowercase name with corporate suffix stripped, equal = 0.9
|
||||
// - slug equality (slug.Make on the org's name) = 0.85
|
||||
// - website host (eTLD+1) overlap with the catalog domain set = 0.8
|
||||
func RankCandidates(
|
||||
commonParty coredata.CommonThirdParty,
|
||||
commonDomains coredata.CommonThirdPartyDomains,
|
||||
candidates coredata.ThirdParties,
|
||||
) []ScoredCandidate {
|
||||
commonName := strings.ToLower(strings.TrimSpace(commonParty.Name))
|
||||
commonStripped := stripCorporateSuffixes(commonName)
|
||||
commonSlug := commonParty.Slug
|
||||
|
||||
commonHost := ""
|
||||
if commonParty.WebsiteURL != nil {
|
||||
commonHost = uri.ExtractDomain(*commonParty.WebsiteURL)
|
||||
}
|
||||
|
||||
commonDomainSet := make(map[string]struct{}, len(commonDomains))
|
||||
for _, d := range commonDomains {
|
||||
commonDomainSet[strings.ToLower(d.Domain)] = struct{}{}
|
||||
}
|
||||
|
||||
if commonHost != "" {
|
||||
commonDomainSet[commonHost] = struct{}{}
|
||||
}
|
||||
|
||||
scored := make([]ScoredCandidate, 0, len(candidates))
|
||||
|
||||
for _, tp := range candidates {
|
||||
score := 0.0
|
||||
|
||||
orgName := strings.ToLower(strings.TrimSpace(tp.Name))
|
||||
orgStripped := stripCorporateSuffixes(orgName)
|
||||
|
||||
switch {
|
||||
case orgName != "" && orgName == commonName:
|
||||
score = 1.0
|
||||
case orgStripped != "" && orgStripped == commonStripped:
|
||||
score = 0.9
|
||||
case commonSlug != "" && slug.Make(tp.Name) == commonSlug:
|
||||
score = 0.85
|
||||
}
|
||||
|
||||
if tp.WebsiteURL != nil {
|
||||
orgHost := uri.ExtractDomain(*tp.WebsiteURL)
|
||||
if orgHost != "" {
|
||||
if _, hit := commonDomainSet[orgHost]; hit {
|
||||
if score < 0.8 {
|
||||
score = 0.8
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
if score == 0 {
|
||||
continue
|
||||
}
|
||||
|
||||
scored = append(scored, ScoredCandidate{
|
||||
ThirdParty: tp,
|
||||
Score: score,
|
||||
})
|
||||
}
|
||||
|
||||
sort.SliceStable(scored, func(i, j int) bool {
|
||||
return scored[i].Score > scored[j].Score
|
||||
})
|
||||
|
||||
return scored
|
||||
}
|
||||
|
||||
// stripCorporateSuffixes removes a single trailing legal-form suffix
|
||||
// from a lowercased name. Only one suffix is stripped to avoid
|
||||
// mangling names that happen to end in two stop-words (e.g. "Foo Inc
|
||||
// LLC" → "Foo Inc", not "Foo").
|
||||
func stripCorporateSuffixes(lowerName string) string {
|
||||
for _, s := range corporateSuffixes {
|
||||
if before, ok := strings.CutSuffix(lowerName, s); ok {
|
||||
return strings.TrimSpace(before)
|
||||
}
|
||||
}
|
||||
|
||||
return lowerName
|
||||
}
|
||||
|
||||
// LinkToCommon writes common_third_party_id onto an org ThirdParty so
|
||||
// future matches against the same CommonThirdParty can short-circuit
|
||||
// to the exact-link path in O(1). No-op when the field is already set
|
||||
// to commonID; otherwise writes the field via ThirdParty.Update and
|
||||
// updates the receiver in place.
|
||||
func LinkToCommon(
|
||||
ctx context.Context,
|
||||
tx pg.Tx,
|
||||
scope coredata.Scoper,
|
||||
orgThirdParty *coredata.ThirdParty,
|
||||
commonID gid.GID,
|
||||
) error {
|
||||
if orgThirdParty.CommonThirdPartyID != nil && *orgThirdParty.CommonThirdPartyID == commonID {
|
||||
return nil
|
||||
}
|
||||
|
||||
orgThirdParty.CommonThirdPartyID = &commonID
|
||||
|
||||
if err := orgThirdParty.Update(ctx, tx, scope); err != nil {
|
||||
return fmt.Errorf("cannot update third party with common id: %w", err)
|
||||
}
|
||||
|
||||
return nil
|
||||
}
|
||||
|
||||
// CreateFromCommon inserts a new org ThirdParty seeded from the catalog
|
||||
// row (name, category, addresses, URLs, certifications, …). The new row
|
||||
// has common_third_party_id pointed at commonParty, an empty Countries
|
||||
// list, and ShowOnTrustCenter / FirstLevel both false — mirroring the
|
||||
// front-end CreateThirdPartyDialog's "pick from catalog" seeding shape
|
||||
// so the result is indistinguishable from a manual creation.
|
||||
//
|
||||
// Deliberately bypasses any service-level webhook emission: callers
|
||||
// that need a webhook for the implicit creation should emit it
|
||||
// themselves.
|
||||
func CreateFromCommon(
|
||||
ctx context.Context,
|
||||
tx pg.Tx,
|
||||
scope coredata.Scoper,
|
||||
organizationID gid.GID,
|
||||
commonParty coredata.CommonThirdParty,
|
||||
) (*coredata.ThirdParty, error) {
|
||||
commonID := commonParty.ID
|
||||
now := time.Now()
|
||||
|
||||
tp := &coredata.ThirdParty{
|
||||
ID: gid.New(scope.GetTenantID(), coredata.ThirdPartyEntityType),
|
||||
OrganizationID: organizationID,
|
||||
CommonThirdPartyID: &commonID,
|
||||
Name: commonParty.Name,
|
||||
Category: commonParty.Category,
|
||||
HeadquarterAddress: commonParty.HeadquarterAddress,
|
||||
LegalName: commonParty.LegalName,
|
||||
WebsiteURL: commonParty.WebsiteURL,
|
||||
PrivacyPolicyURL: commonParty.PrivacyPolicyURL,
|
||||
ServiceLevelAgreementURL: commonParty.ServiceLevelAgreementURL,
|
||||
DataProcessingAgreementURL: commonParty.DataProcessingAgreementURL,
|
||||
BusinessAssociateAgreementURL: commonParty.BusinessAssociateAgreementURL,
|
||||
SubprocessorsListURL: commonParty.SubprocessorsListURL,
|
||||
Certifications: commonParty.Certifications,
|
||||
Countries: coredata.CountryCodes{},
|
||||
StatusPageURL: commonParty.StatusPageURL,
|
||||
TermsOfServiceURL: commonParty.TermsOfServiceURL,
|
||||
SecurityPageURL: commonParty.SecurityPageURL,
|
||||
TrustPageURL: commonParty.TrustPageURL,
|
||||
ShowOnTrustCenter: false,
|
||||
FirstLevel: false,
|
||||
CreatedAt: now,
|
||||
UpdatedAt: now,
|
||||
}
|
||||
|
||||
if tp.Certifications == nil {
|
||||
tp.Certifications = []string{}
|
||||
}
|
||||
|
||||
if err := tp.Insert(ctx, tx, scope); err != nil {
|
||||
return nil, fmt.Errorf("cannot insert org third party: %w", err)
|
||||
}
|
||||
|
||||
return tp, nil
|
||||
}
|
||||
181
pkg/thirdparty/match_test.go
vendored
Normal file
181
pkg/thirdparty/match_test.go
vendored
Normal file
@@ -0,0 +1,181 @@
|
||||
// Copyright (c) 2026 Probo Inc <hello@getprobo.com>.
|
||||
//
|
||||
// Permission to use, copy, modify, and/or distribute this software for any
|
||||
// purpose with or without fee is hereby granted, provided that the above
|
||||
// copyright notice and this permission notice appear in all copies.
|
||||
//
|
||||
// THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH
|
||||
// REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
|
||||
// AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT,
|
||||
// INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
|
||||
// LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR
|
||||
// OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
|
||||
// PERFORMANCE OF THIS SOFTWARE.
|
||||
|
||||
package thirdparty
|
||||
|
||||
import (
|
||||
"testing"
|
||||
|
||||
"github.com/stretchr/testify/assert"
|
||||
"github.com/stretchr/testify/require"
|
||||
"go.probo.inc/probo/pkg/coredata"
|
||||
"go.probo.inc/probo/pkg/gid"
|
||||
)
|
||||
|
||||
//go:fix inline
|
||||
func ptr[T any](v T) *T { return new(v) }
|
||||
|
||||
func TestStripCorporateSuffixes(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
tests := []struct {
|
||||
name string
|
||||
in string
|
||||
want string
|
||||
}{
|
||||
{name: "llc suffix", in: "google llc", want: "google"},
|
||||
{name: "comma inc", in: "stripe, inc", want: "stripe"},
|
||||
{name: "inc dot", in: "meta inc.", want: "meta"},
|
||||
{name: "ltd", in: "deepmind ltd", want: "deepmind"},
|
||||
{name: "gmbh", in: "n8n gmbh", want: "n8n"},
|
||||
{name: "no suffix", in: "cloudflare", want: "cloudflare"},
|
||||
{name: "trailing space", in: "github inc", want: "github"},
|
||||
{name: "only one suffix stripped", in: "foo inc llc", want: "foo inc"},
|
||||
}
|
||||
|
||||
for _, tt := range tests {
|
||||
t.Run(tt.name, func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
assert.Equal(t, tt.want, stripCorporateSuffixes(tt.in))
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
func TestRankCandidates(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
tenantID := gid.NewTenantID()
|
||||
|
||||
mkTP := func(name, website string) *coredata.ThirdParty {
|
||||
tp := &coredata.ThirdParty{
|
||||
ID: gid.New(tenantID, coredata.ThirdPartyEntityType),
|
||||
Name: name,
|
||||
}
|
||||
|
||||
if website != "" {
|
||||
tp.WebsiteURL = new(website)
|
||||
}
|
||||
|
||||
return tp
|
||||
}
|
||||
|
||||
t.Run("exact name match scores 1.0", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{Name: "Google", Slug: "google"}
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("Google", ""),
|
||||
mkTP("Stripe", ""),
|
||||
})
|
||||
|
||||
require.Len(t, got, 1)
|
||||
assert.Equal(t, 1.0, got[0].Score)
|
||||
assert.Equal(t, "Google", got[0].ThirdParty.Name)
|
||||
})
|
||||
|
||||
t.Run("suffix-stripped name scores 0.9", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{Name: "Google", Slug: "google"}
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("Google LLC", ""),
|
||||
})
|
||||
|
||||
require.Len(t, got, 1)
|
||||
assert.Equal(t, 0.9, got[0].Score)
|
||||
})
|
||||
|
||||
t.Run("slug equality scores 0.85", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{Name: "Google", Slug: "google"}
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("google!", ""),
|
||||
})
|
||||
|
||||
require.Len(t, got, 1)
|
||||
assert.Equal(t, 0.85, got[0].Score)
|
||||
})
|
||||
|
||||
t.Run("website host overlap scores 0.8 when name does not match", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{
|
||||
Name: "Google Analytics",
|
||||
Slug: "google-analytics",
|
||||
WebsiteURL: new("https://google.com"),
|
||||
}
|
||||
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("Sundar's Search Co", "https://www.google.com/about"),
|
||||
})
|
||||
|
||||
require.Len(t, got, 1)
|
||||
assert.Equal(t, 0.8, got[0].Score)
|
||||
})
|
||||
|
||||
t.Run("domain set overlap scores 0.8", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{Name: "Stripe", Slug: "stripe"}
|
||||
domains := coredata.CommonThirdPartyDomains{
|
||||
{Domain: "stripe.com"},
|
||||
{Domain: "stripe.network"},
|
||||
}
|
||||
|
||||
got := RankCandidates(common, domains, coredata.ThirdParties{
|
||||
mkTP("Payment Processor", "https://api.stripe.com/v1"),
|
||||
})
|
||||
|
||||
require.Len(t, got, 1)
|
||||
assert.Equal(t, 0.8, got[0].Score)
|
||||
})
|
||||
|
||||
t.Run("no match returns empty", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{Name: "Stripe", Slug: "stripe"}
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("Acme", "https://acme.example"),
|
||||
mkTP("Widgets Inc", "https://widgets.example"),
|
||||
})
|
||||
|
||||
assert.Empty(t, got)
|
||||
})
|
||||
|
||||
t.Run("ranks descending by score", func(t *testing.T) {
|
||||
t.Parallel()
|
||||
|
||||
common := coredata.CommonThirdParty{
|
||||
Name: "Google",
|
||||
Slug: "google",
|
||||
WebsiteURL: new("https://google.com"),
|
||||
}
|
||||
|
||||
got := RankCandidates(common, nil, coredata.ThirdParties{
|
||||
mkTP("Random", "https://google.com"),
|
||||
mkTP("Google", ""),
|
||||
mkTP("Google LLC", ""),
|
||||
})
|
||||
|
||||
require.Len(t, got, 3)
|
||||
assert.Equal(t, "Google", got[0].ThirdParty.Name)
|
||||
assert.Equal(t, 1.0, got[0].Score)
|
||||
assert.Equal(t, "Google LLC", got[1].ThirdParty.Name)
|
||||
assert.Equal(t, 0.9, got[1].Score)
|
||||
assert.Equal(t, "Random", got[2].ThirdParty.Name)
|
||||
assert.Equal(t, 0.8, got[2].Score)
|
||||
})
|
||||
}
|
||||
25
pkg/thirdparty/prompts/disambiguation.txt.tmpl
vendored
Normal file
25
pkg/thirdparty/prompts/disambiguation.txt.tmpl
vendored
Normal file
@@ -0,0 +1,25 @@
|
||||
<role>
|
||||
You are a third-party catalog matcher. The product groups web trackers under a global catalog of "common" third parties (Google Analytics, Stripe, Meta Pixel, …). Each customer organisation also maintains its own list of "third parties" — sometimes seeded from the catalog, sometimes typed manually. Your only job is to decide whether one of the organisation's existing third parties already represents a given catalog entry, so we don't create a duplicate.
|
||||
</role>
|
||||
|
||||
<task>
|
||||
You are given:
|
||||
- A catalog third party: name, website, and known domains.
|
||||
- A small list of candidate organisation third parties: each with a stable id, a name, and (optionally) a website.
|
||||
|
||||
Pick the candidate that best represents the catalog third party, or none.
|
||||
|
||||
Return a structured JSON response with:
|
||||
- matched_id: the candidate id, or null if none of them is a confident match.
|
||||
- confidence: 0.0 to 1.0; below 0.6 means "no confident match" (set matched_id to null in that case).
|
||||
- reasoning: one short sentence describing the rationale.
|
||||
</task>
|
||||
|
||||
<instructions>
|
||||
1. The candidates have already been ranked by a heuristic; the list is small (usually a handful). Use that as a hint, but do not trust it blindly.
|
||||
2. Treat corporate suffixes (LLC, Inc, Ltd, GmbH, SA, …) as noise. "Google" and "Google LLC" are the same company.
|
||||
3. Treat brand/product names as the same when the parent company is obvious: "Google Analytics" maps to "Google" if the org only has the parent. Only do this when the catalog domains plainly match the parent's domains.
|
||||
4. Website hostnames and known domains are the strongest signal. If the catalog domain (or its eTLD+1) matches a candidate's website host, they are almost certainly the same.
|
||||
5. Be conservative. If two candidates look plausible and you cannot rule one out, return matched_id=null with confidence < 0.6 — we will create a fresh org third party from the catalog rather than risk a wrong link.
|
||||
6. Do not invent ids. Return only ids that appear verbatim in the candidate list.
|
||||
</instructions>
|
||||
Reference in New Issue
Block a user