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Refactor: externalize OpenAI receipt parser prompt to text file

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Move hardcoded prompt from OpenAIReceiptParser.cs to Prompts/ReceiptParserPrompt.txt for easier maintenance and editing without recompilation. Add caching to LoadPromptTemplateAsync for performance. Configure .csproj to copy Prompts folder to output directory.

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Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
AJ
2025-10-19 15:05:59 -04:00
parent c31e88f07c
commit d0f4b420f8
3 changed files with 52 additions and 29 deletions
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6
MoneyMap/MoneyMap.csproj
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@@ -30,4 +30,10 @@
<Folder Include="wwwroot\receipts\" />
</ItemGroup>
<ItemGroup>
<None Update="Prompts\**\*">
<CopyToOutputDirectory>PreserveNewest</CopyToOutputDirectory>
</None>
</ItemGroup>
</Project>

28
MoneyMap/Prompts/ReceiptParserPrompt.txt Normal file
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@@ -0,0 +1,28 @@
Analyze this receipt image and extract the following information as JSON:
{
"merchant": "store name",
"receiptDate": "YYYY-MM-DD" (or null if not found),
"dueDate": "YYYY-MM-DD" (or null if not found - for bills only),
"subtotal": 0.00 (or null if not found),
"tax": 0.00 (or null if not found),
"total": 0.00,
"confidence": 0.95,
"lineItems": [
{
"description": "item name",
"quantity": 1.0 (or null),
"unitPrice": 0.00 (or null),
"lineTotal": 0.00
}
]
}
Extract all line items you can see on the receipt. For each item:
- description: The item or service name
- quantity: Only include if this is an actual countable product (like groceries). For services, fees, charges, or taxes, set to null.
- unitPrice: Price per unit if quantity applies, otherwise null
- lineTotal: The total amount for this line (required)
For utility bills, service charges, fees, and taxes - these are NOT products with quantities, so set quantity and unitPrice to null.
If this is a bill (utility, credit card, etc.), look for a due date, payment due date, or deadline and extract it as dueDate. For regular receipts, dueDate should be null.

47
MoneyMap/Services/OpenAIReceiptParser.cs
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@@ -28,6 +28,7 @@ namespace MoneyMap.Services
private readonly HttpClient _httpClient;
private readonly IMerchantService _merchantService;
private readonly IServiceProvider _serviceProvider;
private string? _promptTemplate;
public OpenAIReceiptParser(
MoneyMapContext db,
@@ -205,38 +206,26 @@ namespace MoneyMap.Services
});
}
private async Task<string> LoadPromptTemplateAsync()
{
if (_promptTemplate != null)
return _promptTemplate;
var promptPath = Path.Combine(AppContext.BaseDirectory, "Prompts", "ReceiptParserPrompt.txt");
if (!File.Exists(promptPath))
throw new FileNotFoundException($"Receipt parser prompt template not found at: {promptPath}");
_promptTemplate = await File.ReadAllTextAsync(promptPath);
return _promptTemplate;
}
private async Task<ParsedReceiptData> CallOpenAIVisionAsync(string apiKey, string base64Image, string mediaType, string? transactionName = null)
{
// Build the prompt with optional transaction context
var promptText = @"Analyze this receipt image and extract the following information as JSON:
{
""merchant"": ""store name"",
""receiptDate"": ""YYYY-MM-DD"" (or null if not found),
""dueDate"": ""YYYY-MM-DD"" (or null if not found - for bills only),
""subtotal"": 0.00 (or null if not found),
""tax"": 0.00 (or null if not found),
""total"": 0.00,
""confidence"": 0.95,
""lineItems"": [
{
""description"": ""item name"",
""quantity"": 1.0 (or null),
""unitPrice"": 0.00 (or null),
""lineTotal"": 0.00
}
]
}
Extract all line items you can see on the receipt. For each item:
- description: The item or service name
- quantity: Only include if this is an actual countable product (like groceries). For services, fees, charges, or taxes, set to null.
- unitPrice: Price per unit if quantity applies, otherwise null
- lineTotal: The total amount for this line (required)
For utility bills, service charges, fees, and taxes - these are NOT products with quantities, so set quantity and unitPrice to null.
If this is a bill (utility, credit card, etc.), look for a due date, payment due date, or deadline and extract it as dueDate. For regular receipts, dueDate should be null.";
// Load the prompt template from file
var promptText = await LoadPromptTemplateAsync();
// Add transaction context if available
if (!string.IsNullOrWhiteSpace(transactionName))
{
promptText += $"\n\nNote: This transaction was recorded as \"{transactionName}\" in the bank statement, which may help identify the merchant if the receipt is unclear.";