fix: financial report parser (#8075)

* change-ebitida-to-ebitda

* update-note-for-parser-component

* fix frontend test

---------

Co-authored-by: Edwin Jose <edwin.jose@datastax.com>
This commit is contained in:
Mendon Kissling 2025-05-15 18:49:25 -04:00 committed by GitHub
commit af6d311556
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GPG key ID: B5690EEEBB952194
2 changed files with 4 additions and 4 deletions

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@ -1154,7 +1154,7 @@
"data": {
"id": "note-1vbDd",
"node": {
"description": "\n# Financial Report Parser\n\nThis template extracts key financial metrics from a given financial report text using OpenAI's GPT-4o-mini model. The extracted data is structured and formatted for chat consumption.\n\n## Prerequisites\n\n- **[OpenAI API Key](https://platform.openai.com/)**\n\n## Quickstart\n\n1. Add your OpenAI API key to the OpenAI model.\n2. To run the flow, click **Playground**.\nThe **Chat Input** component in this template is pre-loaded with a sample financial report for demonstrating how structured data is extracted.\n\n* The **OpenAI** model component identifies and retrieves Gross Profit, EBITDA, Net Income, and Operating Expenses from the financial report.\n* The **Structured Output** component formats extracted data into a structured format for better readability and further processing.\n* The **Data to Message** component converts extracted data into formatted messages for chat consumption.\n\n\n\n\n\n",
"description": "\n# Financial Report Parser\n\nThis template extracts key financial metrics from a given financial report text using OpenAI's GPT-4o-mini model. The extracted data is structured and formatted for chat consumption.\n\n## Prerequisites\n\n- **[OpenAI API Key](https://platform.openai.com/)**\n\n## Quickstart\n\n1. Add your OpenAI API key to the OpenAI model.\n2. To run the flow, click **Playground**.\nThe **Chat Input** component in this template is pre-loaded with a sample financial report for demonstrating how structured data is extracted.\n\n* The **OpenAI** model component identifies and retrieves Gross Profit, EBITDA, Net Income, and Operating Expenses from the financial report.\n* The **Structured Output** component formats extracted data into a structured format for better readability and further processing.\n* The **Parser** component converts extracted data into formatted messages for chat consumption.\n\n\n\n\n\n",
"display_name": "",
"documentation": "",
"template": {}
@ -1396,7 +1396,7 @@
{
"description": "description of field",
"multiple": "False",
"name": "EBITIDA",
"name": "EBITDA",
"type": "text"
},
{
@ -1609,7 +1609,7 @@
"trace_as_input": true,
"trace_as_metadata": true,
"type": "str",
"value": "EBITIDA: {EBITIDA} , Net Income: {NET_INCOME} , GROSS_PROFIT: {GROSS_PROFIT}"
"value": "EBITDA: {EBITDA} , Net Income: {NET_INCOME} , GROSS_PROFIT: {GROSS_PROFIT}"
},
"sep": {
"_input_type": "MessageTextInput",

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@ -59,6 +59,6 @@ withEventDeliveryModes(
.allTextContents();
const concatAllText = textContents.join(" ").toLowerCase();
expect(concatAllText.length).toBeGreaterThan(10);
expect(concatAllText).toContain("ebitida");
expect(concatAllText).toContain("ebitda");
},
);