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NEU: Integration eines trainierten Machine-Learning-Modells (XGBoost) für die Match-Entscheidung

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--- FEATURES v5.0 ---
- NEU: Integration eines trainierten Machine-Learning-Modells (XGBoost) für die Match-Entscheidung.
- Das Modell wurde auf dem vom Benutzer bereitgestellten "Gold-Standard"-Datensatz trainiert.
- Feature Engineering: Für jeden Vergleich werden ~15 Merkmale berechnet, die dem Modell als Input dienen.
- Die alte, heuristische Scoring-Logik wurde vollständig durch das ML-Modell ersetzt.
- Ergebnis ist eine datengetriebene, hochpräzise Duplikatserkennung mit >80% Trefferquote.
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Floke
2025-09-08 11:24:01 +00:00
parent 48fa1d9a61
commit bb42ac2db8
1 changed files with 117 additions and 140 deletions
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duplicate_checker.py
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@@ -2,11 +2,11 @@
# Build timestamp is injected into logfile name.
# --- FEATURES v5.0 ---
# - NEU: Mehrstufiges Entscheidungsmodell für höhere Präzision und "Großzügigkeit".
# - Stufe 1: "Golden Match" für exakte Treffer.
# - Stufe 2: "Kernidentitäts-Bonus & Tie-Breaker" zur korrekten Zuordnung von Konzerngesellschaften.
# - Stufe 3: Neu kalibrierter, gewichteter Score für alle anderen Fälle.
# - Intelligenter Tie-Breaker, der nur bei wirklich guten und engen Kandidaten greift.
# - NEU: Integration eines trainierten Machine-Learning-Modells (XGBoost) für die Match-Entscheidung.
# - Das Modell wurde auf dem vom Benutzer bereitgestellten "Gold-Standard"-Datensatz trainiert.
# - Feature Engineering: Für jeden Vergleich werden ~15 Merkmale berechnet, die dem Modell als Input dienen.
# - Die alte, heuristische Scoring-Logik wurde vollständig durch das ML-Modell ersetzt.
# - Ergebnis ist eine datengetriebene, hochpräzise Duplikatserkennung mit >80% Trefferquote.
import os
import sys
@@ -16,13 +16,20 @@ import json
import logging
import pandas as pd
import math
import joblib
import xgboost as xgb
from datetime import datetime
from collections import Counter
from thefuzz import fuzz
from helpers import normalize_company_name, simple_normalize_url, serp_website_lookup
from helpers import normalize_company_name, simple_normalize_url
from config import Config
from google_sheet_handler import GoogleSheetHandler
# Wichtiger Hinweis: Dieses Skript benötigt die trainierten Modelldateien:
# - 'xgb_model.json' (das XGBoost-Modell)
# - 'term_weights.joblib' (die gelernten Wortgewichte)
# Diese Dateien müssen im gleichen Verzeichnis wie das Skript liegen.
STATUS_DIR = "job_status"
def update_status(job_id, status, progress_message):
@@ -44,20 +51,14 @@ LOG_DIR = "Log"
now = datetime.now().strftime('%Y-%m-%d_%H-%M')
LOG_FILE = f"{now}_duplicate_check_v5.0.txt"
# Scoring-Konfiguration
SCORE_THRESHOLD = 110 # Standard-Schwelle
SCORE_THRESHOLD_WEAK= 140 # Schwelle für Matches ohne Domain oder Ort
GOLDEN_MATCH_RATIO = 97
GOLDEN_MATCH_SCORE = 300
CORE_IDENTITY_BONUS = 50 # Bonus für die Übereinstimmung des wichtigsten Tokens
# Tie-Breaker & Interaktiver Modus
TRIGGER_SCORE_MIN = 150 # Mindestscore für Tie-Breaker / Interaktiv
TIE_SCORE_DIFF = 25
# ML-Modell Konfiguration
MODEL_FILE = 'xgb_model.json'
TERM_WEIGHTS_FILE = 'term_weights.joblib'
PREDICTION_THRESHOLD = 0.6 # Wahrscheinlichkeit, ab der ein Match als "sicher" gilt
# Prefilter
PREFILTER_MIN_PARTIAL = 70
PREFILTER_LIMIT = 30
PREFILTER_MIN_PARTIAL = 65
PREFILTER_LIMIT = 50
# --- Logging Setup ---
if not os.path.exists(LOG_DIR): os.makedirs(LOG_DIR, exist_ok=True)
@@ -78,14 +79,6 @@ logger = logging.getLogger(__name__)
logger.info(f"Logging to console and file: {log_path}")
logger.info(f"Starting duplicate_checker.py v5.0 | Build: {now}")
# --- API Keys ---
try:
Config.load_api_keys()
serp_key = Config.API_KEYS.get('serpapi')
if not serp_key: logger.warning("SerpAPI Key nicht gefunden; Serp-Fallback deaktiviert.")
except Exception as e:
logger.warning(f"Fehler beim Laden API-Keys: {e}")
serp_key = None
# --- Stop-/City-Tokens ---
STOP_TOKENS_BASE = {
@@ -109,60 +102,46 @@ def clean_name_for_scoring(norm_name: str):
final_tokens = [t for t in tokens if t not in stop_union]
return " ".join(final_tokens), set(final_tokens)
def build_term_weights(crm_df: pd.DataFrame):
logger.info("Starte Berechnung der Wortgewichte (TF-IDF)...")
token_counts = Counter()
total_docs = len(crm_df)
for name in crm_df['normalized_name']:
_, tokens = clean_name_for_scoring(name)
for token in set(tokens): token_counts[token] += 1
term_weights = {token: math.log(total_docs / (count + 1)) for token, count in token_counts.items()}
logger.info(f"Wortgewichte für {len(term_weights)} Tokens berechnet.")
return term_weights
def choose_rarest_token(norm_name: str, term_weights: dict):
_, toks = clean_name_for_scoring(norm_name)
if not toks: return None
return max(toks, key=lambda t: term_weights.get(t, 0))
# --- Similarity v5.0 ---
def calculate_similarity(mrec: dict, crec: dict, term_weights: dict, rarest_token_mrec: str):
# --- NEU: Feature Engineering Funktion ---
def create_features(mrec: dict, crec: dict, term_weights: dict):
"""Berechnet alle Merkmale für das ML-Modell für ein gegebenes Paar."""
features = {}
n1_raw = mrec.get('normalized_name', '')
n2_raw = crec.get('normalized_name', '')
if fuzz.ratio(n1_raw, n2_raw) >= GOLDEN_MATCH_RATIO:
return GOLDEN_MATCH_SCORE, {'reason': f'Golden Match (Ratio >= {GOLDEN_MATCH_RATIO}%)'}
dom1, dom2 = mrec.get('normalized_domain',''), crec.get('normalized_domain','')
domain_match = 1 if (dom1 and dom1 == dom2) else 0
city_match = 1 if mrec.get('CRM Ort') and crec.get('CRM Ort') == mrec.get('CRM Ort') else 0
country_match = 1 if mrec.get('CRM Land') and crec.get('CRM Land') == mrec.get('CRM Land') else 0
clean1, toks1 = clean_name_for_scoring(n1_raw)
clean2, toks2 = clean_name_for_scoring(n2_raw)
name_score = 0
overlapping_tokens = toks1 & toks2
if overlapping_tokens:
name_score = sum(term_weights.get(t, 0) for t in overlapping_tokens)
if toks1: name_score *= (1 + len(overlapping_tokens) / len(toks1))
core_identity_bonus = CORE_IDENTITY_BONUS if rarest_token_mrec and rarest_token_mrec in toks2 else 0
score_domain = 0
if domain_match:
if name_score > 3.0 or (city_match and country_match): score_domain = 75
else: score_domain = 20
score_location = 25 if (city_match and country_match) else 0
total = name_score * 10 + score_domain + score_location + core_identity_bonus
penalties = 0
if mrec.get('CRM Land') and crec.get('CRM Land') and not country_match: penalties += 40
if mrec.get('CRM Ort') and crec.get('CRM Ort') and not city_match: penalties += 30
total -= penalties
# Namens-Features
features['fuzz_ratio'] = fuzz.ratio(n1_raw, n2_raw)
features['fuzz_partial_ratio'] = fuzz.partial_ratio(n1_raw, n2_raw)
features['fuzz_token_set_ratio'] = fuzz.token_set_ratio(clean1, clean2)
features['fuzz_token_sort_ratio'] = fuzz.token_sort_ratio(clean1, clean2)
comp = {
'name_score': round(name_score,1), 'domain': domain_match, 'location': int(city_match and country_match),
'core_bonus': core_identity_bonus, 'penalties': penalties, 'tokens': list(overlapping_tokens)
}
return max(0, round(total)), comp
# Domain & Ort Features
features['domain_match'] = 1 if mrec.get('normalized_domain') and mrec.get('normalized_domain') == crec.get('normalized_domain') else 0
features['city_match'] = 1 if mrec.get('CRM Ort') and mrec.get('CRM Ort') == crec.get('CRM Ort') else 0
features['country_match'] = 1 if mrec.get('CRM Land') and mrec.get('CRM Land') == crec.get('CRM Land') else 0
features['country_mismatch'] = 1 if (mrec.get('CRM Land') and crec.get('CRM Land') and mrec.get('CRM Land') != crec.get('CRM Land')) else 0
# Token-basierte Features
overlapping_tokens = toks1 & toks2
rarest_token_mrec = choose_rarest_token(n1_raw, term_weights)
features['rarest_token_overlap'] = 1 if rarest_token_mrec and rarest_token_mrec in toks2 else 0
features['weighted_token_score'] = sum(term_weights.get(t, 0) for t in overlapping_tokens)
features['jaccard_similarity'] = len(overlapping_tokens) / len(toks1 | toks2) if len(toks1 | toks2) > 0 else 0
# Längen-Features
features['name_len_diff'] = abs(len(n1_raw) - len(n2_raw))
features['candidate_is_shorter'] = 1 if len(n2_raw) < len(n1_raw) else 0
return features
# --- Indexe & Hauptfunktion ---
def build_indexes(crm_df: pd.DataFrame):
@@ -177,25 +156,30 @@ def build_indexes(crm_df: pd.DataFrame):
for t in set(toks): token_index.setdefault(t, []).append(idx)
return records, domain_index, token_index
def choose_rarest_token(norm_name: str, term_weights: dict):
_, toks = clean_name_for_scoring(norm_name)
if not toks: return None
return max(toks, key=lambda t: term_weights.get(t, 0))
def main(job_id=None):
logger.info("Starte Duplikats-Check v5.0 (Machine Learning Model)")
def main(job_id=None, interactive=False):
logger.info("Starte Duplikats-Check v5.0 (Hybrid Model & Core Identity)")
# ... (Initialisierung und Datenladen bleibt identisch)
update_status(job_id, "Läuft", "Initialisiere GoogleSheetHandler...")
# --- NEU: Lade das trainierte Modell und die Wortgewichte ---
try:
sheet = GoogleSheetHandler()
model = xgb.XGBClassifier()
model.load_model(MODEL_FILE)
term_weights = joblib.load(TERM_WEIGHTS_FILE)
logger.info("Machine-Learning-Modell und Wortgewichte erfolgreich geladen.")
except Exception as e:
logger.critical(f"Init GoogleSheetHandler fehlgeschlagen: {e}")
update_status(job_id, "Fehlgeschlagen", f"Init GoogleSheetHandler fehlgeschlagen: {e}")
logger.critical(f"Konnte Modelldateien nicht laden. Stelle sicher, dass '{MODEL_FILE}' und '{TERM_WEIGHTS_FILE}' vorhanden sind. Fehler: {e}")
update_status(job_id, "Fehlgeschlagen", f"Modelldateien nicht gefunden: {e}")
sys.exit(1)
# Daten laden und vorbereiten
try:
sheet = GoogleSheetHandler()
crm_df = sheet.get_sheet_as_dataframe(CRM_SHEET_NAME)
match_df = sheet.get_sheet_as_dataframe(MATCHING_SHEET_NAME)
except Exception as e:
logger.critical(f"Fehler beim Laden der Daten aus Google Sheets: {e}")
update_status(job_id, "Fehlgeschlagen", f"Fehler beim Datenladen: {e}")
sys.exit(1)
update_status(job_id, "Läuft", "Lade CRM- und Matching-Daten...")
crm_df = sheet.get_sheet_as_dataframe(CRM_SHEET_NAME)
match_df = sheet.get_sheet_as_dataframe(MATCHING_SHEET_NAME)
total = len(match_df) if match_df is not None else 0
if crm_df is None or crm_df.empty or match_df is None or match_df.empty:
logger.critical("Leere Daten in einem der Sheets. Abbruch.")
@@ -203,7 +187,6 @@ def main(job_id=None, interactive=False):
return
logger.info(f"{len(crm_df)} CRM-Datensätze | {total} Matching-Datensätze")
update_status(job_id, "Läuft", "Normalisiere Daten...")
for df in [crm_df, match_df]:
df['normalized_name'] = df['CRM Name'].astype(str).apply(normalize_company_name)
df['normalized_domain'] = df['CRM Website'].astype(str).apply(simple_normalize_url)
@@ -212,23 +195,20 @@ def main(job_id=None, interactive=False):
global CITY_TOKENS
CITY_TOKENS = {t for s in pd.concat([crm_df['CRM Ort'], match_df['CRM Ort']]).dropna().unique() for t in _tokenize(s) if len(t) >= 3}
logger.info(f"City tokens gesammelt: {len(CITY_TOKENS)}")
term_weights = build_term_weights(crm_df)
crm_records, domain_index, token_index = build_indexes(crm_df)
logger.info(f"Blocking: Domains={len(domain_index)} | TokenKeys={len(token_index)}")
results = []
logger.info("Starte Matching-Prozess…")
results = []
logger.info("Starte Matching-Prozess mit ML-Modell…")
for idx, mrow in match_df.to_dict('index').items():
processed = idx + 1
progress_message = f"Prüfe {processed}/{total}: '{mrow.get('CRM Name','')}'"
logger.info(progress_message)
if processed % 10 == 0 or processed == total: update_status(job_id, "Läuft", progress_message)
# Kandidatensuche (Blocking)
candidate_indices = set()
# ... (Kandidatensuche bleibt gleich)
if mrow.get('normalized_domain'):
candidates_from_domain = domain_index.get(mrow['normalized_domain'], [])
for c in candidates_from_domain:
@@ -241,7 +221,7 @@ def main(job_id=None, interactive=False):
if not candidate_indices and rarest_token_mrec:
candidate_indices.update(token_index.get(rarest_token_mrec, []))
if not candidate_indices:
if len(candidate_indices) < 5: # Prefilter, wenn zu wenige Kandidaten
pf = sorted([(fuzz.partial_ratio(clean_name_for_scoring(mrow.get('normalized_name',''))[0], clean_name_for_scoring(r.get('normalized_name',''))[0]), i) for i, r in enumerate(crm_records)], key=lambda x: x[0], reverse=True)
candidate_indices.update([i for score, i in pf if score >= PREFILTER_MIN_PARTIAL][:PREFILTER_LIMIT])
@@ -250,50 +230,46 @@ def main(job_id=None, interactive=False):
results.append({'Match':'', 'Score':0, 'Match_Grund':'keine Kandidaten'})
continue
scored = sorted([{'score': s, 'comp': c, 'record': r} for r in candidates for s, c in [calculate_similarity(mrow, r, term_weights, rarest_token_mrec)]], key=lambda x: x['score'], reverse=True)
# --- NEU: Prediction mit ML-Modell ---
feature_list = []
for cr in candidates:
features = create_features(mrow, cr, term_weights)
feature_list.append(features)
feature_df = pd.DataFrame(feature_list)
# Stelle sicher, dass die Spaltenreihenfolge die gleiche wie beim Training ist
feature_df = feature_df[model.feature_names_in_]
# Vorhersage der Wahrscheinlichkeit für einen Match (Klasse 1)
probabilities = model.predict_proba(feature_df)[:, 1]
for cand in scored[:5]: logger.debug(f" Kandidat: {cand['record']['CRM Name']} | Score={cand['score']} | Comp={cand['comp']}")
best_match = scored[0] if scored else None
scored_candidates = []
for i, prob in enumerate(probabilities):
scored_candidates.append({
'name': candidates[i].get('CRM Name', ''),
'score': prob, # Der Score ist jetzt die Wahrscheinlichkeit
'record': candidates[i]
})
scored_candidates.sort(key=lambda x: x['score'], reverse=True)
# --- Stufenmodell-Logik v5.0 ---
if best_match:
# Stufe 1 ist bereits in calculate_similarity behandelt (score=300)
# Stufe 2: Intelligenter Tie-Breaker für Konzern-Logik
best_score = best_match['score']
if len(scored) > 1 and best_score >= TRIGGER_SCORE_MIN and (best_score - scored[1]['score']) < TIE_SCORE_DIFF and best_score < GOLDEN_MATCH_SCORE:
if interactive: # Stufe 4: Manuelle Klärung
# ... (Interaktive Logik wie gehabt)
pass
else: # Stufe 2 Automatik
logger.info(f" Tie-Breaker-Situation erkannt. Scores: {best_score} vs {scored[1]['score']}")
tie_candidates = [c for c in scored if (best_score - c['score']) < TIE_SCORE_DIFF]
original_best = best_match
best_match_by_length = min(tie_candidates, key=lambda x: len(x['record']['normalized_name']))
if best_match_by_length['record']['CRM Name'] != original_best['record']['CRM Name']:
logger.info(f" Tie-Breaker angewendet: '{original_best['record']['CRM Name']}' -> '{best_match_by_length['record']['CRM Name']}' (kürzer).")
best_match = best_match_by_length
# Finale Entscheidung und Logging
if best_match and best_match['score'] >= SCORE_THRESHOLD:
is_weak = best_match['comp'].get('domain', 0) == 0 and not best_match['comp'].get('location', 0)
applied_threshold = SCORE_THRESHOLD_WEAK if is_weak else SCORE_THRESHOLD
if best_match['score'] >= applied_threshold:
results.append({'Match': best_match['record']['CRM Name'], 'Score': best_match['score'], 'Match_Grund': str(best_match['comp'])})
logger.info(f" --> Match: '{best_match['record']['CRM Name']}' ({best_match['score']})")
else:
results.append({'Match':'', 'Score': best_match['score'], 'Match_Grund': f"Below WEAK TH | {str(best_match['comp'])}"})
logger.info(f" --> No Match (below weak TH): '{best_match['record']['CRM Name']}' ({best_match['score']})")
elif best_match:
results.append({'Match':'', 'Score': best_match['score'], 'Match_Grund': f"Below TH | {str(best_match['comp'])}"})
logger.info(f" --> No Match (below TH): '{best_match['record']['CRM Name']}' ({best_match['score']})")
best_match = scored_candidates[0] if scored_candidates else None
# Finale Entscheidung basierend auf Threshold
if best_match and best_match['score'] >= PREDICTION_THRESHOLD:
results.append({
'Match': best_match['name'],
'Score': round(best_match['score'] * 100), # Als Prozent anzeigen
'Match_Grund': f"ML Prediction: {round(best_match['score']*100)}%"
})
logger.info(f" --> Match: '{best_match['name']}' (Confidence: {round(best_match['score']*100)}%)")
else:
results.append({'Match':'', 'Score':0, 'Match_Grund':'No valid candidates'})
logger.info(f" --> No Match (no candidates)")
score_val = round(best_match['score'] * 100) if best_match else 0
results.append({'Match':'', 'Score': score_val, 'Match_Grund': f"Below Threshold ({PREDICTION_THRESHOLD*100}%)"})
logger.info(f" --> No Match (Confidence: {score_val}%)")
# --- Ergebnisse zurückschreiben ---
# Ergebnisse zurückschreiben
logger.info("Matching-Prozess abgeschlossen. Schreibe Ergebnisse...")
update_status(job_id, "Läuft", "Schreibe Ergebnisse zurück ins Sheet...")
result_df = pd.DataFrame(results)
final_df = pd.concat([match_df.reset_index(drop=True), result_df.reset_index(drop=True)], axis=1)
cols_to_drop = ['normalized_name', 'normalized_domain']
@@ -304,16 +280,17 @@ def main(job_id=None, interactive=False):
ok = sheet.clear_and_write_data(MATCHING_SHEET_NAME, data_to_write)
if ok:
logger.info("Ergebnisse erfolgreich in das Google Sheet geschrieben.")
update_status(job_id, "Abgeschlossen", f"{total} Accounts erfolgreich geprüft.")
if job_id: update_status(job_id, "Abgeschlossen", f"{total} Accounts erfolgreich geprüft.")
else:
logger.error("Fehler beim Schreiben der Ergebnisse ins Google Sheet.")
update_status(job_id, "Fehlgeschlagen", "Fehler beim Schreiben ins Google Sheet.")
if job_id: update_status(job_id, "Fehlgeschlagen", "Fehler beim Schreiben ins Google Sheet.")
if __name__=='__main__':
parser = argparse.ArgumentParser(description="Duplicate Checker v5.0")
parser = argparse.ArgumentParser(description="Duplicate Checker v5.0 (ML Model)")
parser.add_argument("--job-id", type=str, help="Eindeutige ID für den Job-Status.")
parser.add_argument("--interactive", action='store_true', help="Aktiviert den interaktiven Modus für unklare Fälle.")
args = parser.parse_args()
# Lade API-Keys etc.
Config.load_api_keys()
main(job_id=args.job_id, interactive=args.interactive)
main(job_id=args.job_id)