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whisper-money/autoresearch-dashboard.md

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Autoresearch Dashboard: ai-rule-suggestion-coverage

Status: STOPPED by user after run 7. Runs: 7 | Kept: 7 | Discarded: 0 | Crashed: 0

Headline: live-model coverage for victoor89@gmail.com real_tx 416 → 1122 of 1329 uncategorized tx (31% → 84%).

Segment 0 primary = oracle_tx (saturated near 1329 by run 2). Segment 1 primary = reachable_tx (realizable ceiling). real_tx = live-Gemini ground truth (median of repeated runs; the user-facing number).

Note: the small per-run commits were later squashed into two feature commits (max_groups_sent 40->150 and resilient batched generation); the commit column below is historical. Final code state is at HEAD 133c95f0.

Ground truth (live Gemini) progression:

  • baseline (40 groups): 416 (437/410/400)
  • 150 groups, single payload: 711 (711/214/774) — unstable tail
  • 150 groups + batching: 903 (970/903/885)
    • frequency grouping: 925 (950/900/925)
    • send all groups (min1/cap500): 1124, then 1122 (resilient) — 84%
# seg reachable_tx oracle_tx real_tx status description
1 0 515 830 416 keep baseline + frozen oracle benchmark
2 0 828 1229 711 keep max_groups_sent 40->150
3 0 828 1229 903 keep batch Gemini calls (group_batch_size=40)
4 0 1027 1222 925 keep language-agnostic frequency grouping
5 1 1027 1222 925 keep segment baseline (primary -> reachable_tx)
6 1 1329 1329 1124 keep send all groups (min_group_count=1, cap=500)
7 1 1329 1329 1122 keep resilient batched generation + tests

What shipped (all language-agnostic, pan-EU safe)

  1. max_groups_sent 40 → 150 then cap raised; send every group.
  2. min_group_count 2 → 1 (include one-off merchants).
  3. Batch the Gemini call (group_batch_size=40) so a large payload doesn't make the model under-enumerate.
  4. Frequency-based description grouping (drop tokens appearing in >2% of the user's tx) — merges merchant variants in any language; no wordlists.
  5. Resilient batching: retry once, tolerate partial-batch failure, only error if every batch fails.

Cost / UX tradeoff to decide before shipping defaults

min_group_count=1 + cap=500 sends ~441 groups → ~12 Gemini calls per run and creates one-off rules for single transactions. It buys ~+200 real categorizations (925→1122). A more economical default (min_group_count=2, cap~200, reachable≈1049, ~5 calls, recurring merchants only) captures most of the gain without the one-off-rule clutter. See worklog "Next Ideas".