Awesome-AI4Finance-Papers / scripts /apply_scope_revision.py
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AI for Finance: Main and Findings paper catalogs and PDF collection
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#!/usr/bin/env python3
"""Build physically separate long-paper catalogs from preserved review inputs."""
import csv
import gzip
import json
import re
import shutil
from pathlib import Path
from finance_taxonomy_rules import classify
from screen_tracks import save
from paper_length_policy import short_paper_reason, excluded_publication_reason
ROOT = Path(__file__).resolve().parents[1]
AUDIT = ROOT/'checks/track_screening'
CACHE = Path('/tmp/ai4finance_findings_review')
POLICY = 'https://github.com/acl-org/acl-style-files/blob/master/formatting.md#paper-length'
def clean(value):
if isinstance(value,str):
return re.sub(r'[\x00-\x08\x0b\x0c\x0e-\x1f]','',value)
if isinstance(value,list):
return [clean(x) for x in value]
if isinstance(value,dict):
return {k:clean(v) for k,v in value.items()}
return value
def write_catalog(folder, rows, records, assignments, columns):
rows=sorted(rows,key=lambda r:(r['venue'],int(r['year']),r['title'].casefold()))
with (folder/'finance_catalog.csv').open('w',encoding='utf-8-sig',newline='') as stream:
writer=csv.DictWriter(stream,fieldnames=columns)
writer.writeheader();writer.writerows(rows)
(folder/'finance_catalog.jsonl').write_text(''.join(json.dumps(records[r['id']],ensure_ascii=False)+'\n' for r in rows))
save(folder/'checks/finance_taxonomy/assignments.json',assignments)
def main():
import io
reader=csv.DictReader(io.StringIO(gzip.decompress((AUDIT/'finance_catalog.csv.baseline.gz').read_bytes()).decode('utf-8-sig')))
original_rows=list(reader)
columns=list(reader.fieldnames)+['paper_length','paper_length_evidence_type','paper_length_evidence_url']
original_records={p['id']:p for p in map(json.loads,gzip.decompress((AUDIT/'finance_catalog.jsonl.baseline.gz').read_bytes()).decode().splitlines())}
main_folder=ROOT/'main'
length={r['id']:r for r in json.loads((AUDIT/'main_length_review.json').read_text())}
reviewed_path=AUDIT/'length_overrides.json'
if reviewed_path.exists():
for pid,review in json.loads(reviewed_path.read_text()).items():
if review['track']=='main':
assert original_records[pid]['download']['sha256']==review['pdf_sha256']
length[pid].update(review)
save(AUDIT/'main_length_review.json',list(length.values()))
old_assign=json.loads((main_folder/'checks/finance_taxonomy/assignments.json').read_text())
rows=[];records={};assignments={};removed=[]
for row in original_rows:
pid=row['id'];evidence=length[pid]
outside=excluded_publication_reason(original_records[pid])
if outside:
removed.append(dict(id=pid,title=row['title'],reason='outside_main_track',publication_evidence=outside,
length_evidence=evidence))
continue
assert not (evidence['paper_length']=='long' and short_paper_reason(original_records[pid])), (pid,'Contradictory short-paper evidence')
if evidence['paper_length']!='long':
removed.append(dict(id=pid,title=row['title'],reason=evidence['paper_length'],length_evidence=evidence))
continue
row.update(paper_length='long',paper_length_evidence_type=evidence['evidence_type'],
paper_length_evidence_url=evidence.get('source_url',row['paper_url']))
records[pid]={**original_records[pid], 'paper_length':'long','paper_length_evidence':evidence}
rows.append(row);assignments[pid]=old_assign[pid]
write_catalog(main_folder,rows,records,assignments,columns)
save(AUDIT/'main_scope_migration.json',dict(source_commit='685f2131547bddf32a41f6900e713a76dd7b0a3d',
original_records=len(original_rows),retained=len(rows),removed_or_pending=removed,
financial_decisions_and_classifications_preserved=True,
content_length_rule='Substantive content beyond page five, before explicit back matter; never total PDF pages.',
content_length_policy=POLICY))
old_overrides=json.loads((main_folder/'checks/finance_taxonomy/manual_overrides.json').read_text())
save(main_folder/'checks/finance_taxonomy/manual_overrides.json',{k:v for k,v in old_overrides.items() if k in assignments})
folder=ROOT/'findings'
(folder/'indexes/finance_notes').mkdir(parents=True,exist_ok=True)
for name in ['checks/finance_taxonomy/schema.json','indexes/finance_taxonomy.md']:
(folder/name).parent.mkdir(parents=True,exist_ok=True);shutil.copy2(main_folder/name,folder/name)
schema=json.loads((folder/'checks/finance_taxonomy/schema.json').read_text())
definitions={kind:{item['id']:item['label'] for item in schema[kind]} for kind in ('topics','subtopics','methods')}
candidates={p['id']:p for p in json.loads((AUDIT/'findings_records.json').read_text())}
results={p['id']:p for p in json.loads((AUDIT/'findings_fulltext_results.json').read_text())}
decisions=json.loads((AUDIT/'findings_review_decisions.json').read_text())
# A malicious-link attack is a cybersecurity task; its name alone is not financial evidence.
decisions.pop('2026.findings-acl.686',None)
save(AUDIT/'findings_review_decisions.json',decisions)
labels={};rows=[];records={};assignments={};overrides={};pending=[]
override_path=AUDIT/'findings_taxonomy_overrides.json'
if override_path.exists():overrides=json.loads(override_path.read_text())
for pid,decision in decisions.items():
paper=candidates[pid];pdf=results[pid]
assert not short_paper_reason(paper), (pid,'Short papers cannot enter Findings')
assert pdf['title_token_overlap']>=0.8,(pid,'PDF title not verified')
if not pdf['content_exceeds_short_limit']:
pending.append(dict(id=pid,title=paper['title'],reason='long_paper_type_unverified',
inspection=pdf['length_inspection'],paper_url=paper['paper_url']))
continue
assignment=clean(classify(paper,decision,overrides.get(pid)))
finance=clean({**decision,'primary_topic':definitions['topics'][assignment['primary_topic_id']],
'relevance_zh':'以金融任务为核心研究对象。' if decision['scope']=='core' else '通用方法包含已复核的金融数据、实验或场景。',
'taxonomy_version':schema['version'],**{field:assignment[field] for field in ('topic_ids','subtopic_ids','method_ids')}})
for kind,field in [('topics','topic_ids'),('subtopics','subtopic_ids'),('methods','method_ids')]:
finance[kind]=[definitions[kind][i] for i in assignment[field]]
relative=f"pdfs/{paper['venue']}/{paper['year']}/{pid}.pdf"
target=folder/relative;target.parent.mkdir(parents=True,exist_ok=True)
if not target.exists():shutil.copy2(CACHE/(pid+'.pdf'),target)
download=dict(id=pid,status='downloaded',local_path=relative,pdf_version='publisher',
bytes=pdf['bytes'],sha256=pdf['sha256'],pages=pdf['pages'],
requested_url=paper['pdf_url'],final_url=paper['pdf_url'],
identity_verification='Official paper-specific Anthology PDF; title tokens verified on first page.',
title_token_overlap=pdf['title_token_overlap'])
evidence=dict(paper_length='long',evidence_type='publisher_content_boundary_inspection',
source_url=paper['pdf_url'],pdf_sha256=pdf['sha256'],
inspection=pdf['length_inspection'],policy_url=POLICY)
code_urls=sorted(set(re.findall(r'https?://(?:github\.com|gitlab\.com)/[^\s<>\\)]+',paper['abstract'])))
record={k:v for k,v in paper.items() if k not in ('metadata_hits','fulltext_candidate')}
record.update(finance=finance,download=download,paper_length='long',paper_length_evidence=evidence,
code_urls=code_urls,research=dict(primary_topic_id='finance' if finance['scope']=='core' else None,
topic_ids=['finance'],subtopic_ids=[],review_status='finance_only_classification'))
records[pid]=clean(record);assignments[pid]=assignment
row={key:'' for key in columns}
row.update(id=pid,title=paper['title'],authors='; '.join(paper['authors']),venue=paper['venue'],
year=str(paper['year']),track='findings',research_primary_topic='AI for Finance / 金融人工智能' if finance['scope']=='core' else '',
research_topics='AI for Finance / 金融人工智能',research_topic_ids='finance',research_review_status='finance_only_classification',
is_best_or_outstanding='False',is_oral='False',oral_candidate_unverified='False',
finance_scope=finance['scope'],finance_primary_topic=finance['primary_topic'],
finance_topics='; '.join(finance['topics']),finance_subtopics='; '.join(finance['subtopics']),
finance_methods='; '.join(finance['methods']),finance_topic_ids='; '.join(finance['topic_ids']),
finance_relevance_zh=finance['relevance_zh'],finance_evidence_type=finance['evidence_type'],
finance_evidence_excerpt=finance['evidence_excerpt'],paper_url=paper['paper_url'],pdf_url=paper['pdf_url'],
code_urls='; '.join(code_urls),metadata_sources='; '.join(paper['metadata_sources']),abstract=paper['abstract'],
download_status='downloaded',**{k:str(download[k]) for k in ('local_path','pdf_version','pages','bytes','sha256')},
paper_length='long',paper_length_evidence_type=evidence['evidence_type'],paper_length_evidence_url=paper['pdf_url'])
rows.append(clean(row))
note=[f"# {paper['title']}",'',f"{paper['venue']} {paper['year']} · Findings · long · {finance['scope']}",'',
f"- Paper: {paper['paper_url']}",f"- [Publisher PDF](../../{relative})",f"- Primary finance task: {finance['primary_topic']}",
f"- Finance tasks: {'; '.join(finance['topics'])}",f"- Subtopics: {'; '.join(finance['subtopics'])}",
f"- Methods: {'; '.join(finance['methods']) or 'Not established from retained evidence'}",
'- [Classification evidence](../../checks/finance_taxonomy/assignments.json) · [Long-paper evidence](../../finance_catalog.jsonl)',
'', '## Financial relevance / 金融相关性', '', finance['evidence_excerpt'], '', '## Abstract / 摘要', '',
paper['abstract'] or 'Official metadata has no abstract; see the retained publisher-PDF evidence.','']
(folder/'indexes/finance_notes'/f'{pid}.md').write_text('\n'.join(line.rstrip() for line in clean(note)).rstrip()+'\n')
write_catalog(folder,rows,records,assignments,columns)
save(folder/'checks/finance_taxonomy/manual_overrides.json',{k:v for k,v in overrides.items() if k in assignments})
save(folder/'checks/pending_length_verification.json',pending)
save(folder/'checks/source_snapshot.json',dict(literature_snapshot_date='2026-11-10',source='official ACL Anthology XML and PDFs',years=[2020,2026]))
print(f'Main: {len(original_rows)-len(removed)}; Findings: {len(rows)}; financial Findings with unverified length: {len(pending)}')
if __name__=='__main__':main()