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Update app.py
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app.py
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@@ -1,3 +1,355 @@
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| 1 |
import os
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import re
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import json
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@@ -7,6 +359,8 @@ import pdfplumber
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import pytesseract
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from pdf2image import convert_from_path
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from huggingface_hub import InferenceClient
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# Initialize with reliable free model
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hf_token = os.getenv("HF_TOKEN")
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@@ -93,10 +447,8 @@ Extract all transactions from this bank statement with these exact fields:
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- credit (format: 0.00)
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- closing_balance (format: 0.00 or -0.00 for negative)
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- category
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-
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Statement text:
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{text[:3000]} [truncated if too long]
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-
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Return JSON with this exact structure:
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{{
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"transactions": [
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@@ -111,7 +463,6 @@ Return JSON with this exact structure:
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}}
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]
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}}
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-
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RULES:
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1. Output ONLY the JSON object with no additional text
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2. Keep amounts as strings with 2 decimal places
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@@ -251,7 +602,7 @@ def format_number(value):
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# If we can't convert to float, return original but clean it
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return value.split('.')[0] + '.' + value.split('.')[1][:2].ljust(2, '0')
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-
def process_file(file, is_scanned):
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"""Main processing function"""
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if not file:
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return empty_df()
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@@ -332,21 +683,96 @@ def empty_df():
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return pd.DataFrame(columns=["Date", "Description", "Amount", "Debit",
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"Credit", "Closing Balance", "Category"])
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-
#
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-
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-
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-
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-
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-
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-
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| 342 |
label="Parsed Transactions",
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headers=["Date", "Description", "Amount", "Debit", "Credit", "Closing Balance", "Category"],
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datatype=["date", "str", "number", "number", "number", "number", "str"]
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-
)
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-
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-
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-
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-
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| 350 |
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| 351 |
if __name__ == "__main__":
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interface.launch()
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| 1 |
+
# import os
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| 2 |
+
# import re
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+
# import json
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+
# import gradio as gr
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| 5 |
+
# import pandas as pd
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# import pdfplumber
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# import pytesseract
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+
# from pdf2image import convert_from_path
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+
# from huggingface_hub import InferenceClient
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+
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# # Initialize with reliable free model
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| 12 |
+
# hf_token = os.getenv("HF_TOKEN")
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+
# client = InferenceClient(model="mistralai/Mistral-7B-Instruct-v0.2", token=hf_token)
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+
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+
# def extract_excel_data(file_path):
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# """Extract text from Excel file"""
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| 17 |
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# df = pd.read_excel(file_path, engine='openpyxl')
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# return df.to_string(index=False)
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+
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+
# def extract_text_from_pdf(pdf_path, is_scanned=False):
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# """Extract text from PDF with fallback OCR"""
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| 22 |
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# try:
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# # Try native PDF extraction first
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# with pdfplumber.open(pdf_path) as pdf:
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# text = ""
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# for page in pdf.pages:
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# # Extract tables first for structured data
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# tables = page.extract_tables()
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# for table in tables:
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# for row in table:
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# text += " | ".join(str(cell) for cell in row) + "\n"
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# text += "\n"
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+
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# # Extract text for unstructured data
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# page_text = page.extract_text()
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| 36 |
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# if page_text:
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| 37 |
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# text += page_text + "\n\n"
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| 38 |
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# return text
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| 39 |
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# except Exception as e:
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| 40 |
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# print(f"Native PDF extraction failed: {str(e)}")
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| 41 |
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# # Fallback to OCR for scanned PDFs
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| 42 |
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# images = convert_from_path(pdf_path, dpi=200)
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# text = ""
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| 44 |
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# for image in images:
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# text += pytesseract.image_to_string(image) + "\n"
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# return text
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# def parse_bank_statement(text, file_type):
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# """Parse bank statement using LLM with fallback to rule-based parser"""
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# # Clean text differently based on file type
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| 51 |
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# cleaned_text = re.sub(r'[\x00-\x08\x0b\x0c\x0e-\x1f\x7f]', '', text)
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# if file_type == 'pdf':
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# # PDF-specific cleaning
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# cleaned_text = re.sub(r'Page \d+ of \d+', '', cleaned_text, flags=re.IGNORECASE)
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# cleaned_text = re.sub(r'CropBox.*?MediaBox', '', cleaned_text, flags=re.IGNORECASE)
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# # Keep only lines that look like transactions
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# transaction_lines = []
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# for line in cleaned_text.split('\n'):
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# if re.match(r'^\d{4}-\d{2}-\d{2}', line): # Date pattern
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# transaction_lines.append(line)
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| 63 |
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# elif '|' in line and any(x in line for x in ['Date', 'Amount', 'Balance']):
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# transaction_lines.append(line)
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# cleaned_text = "\n".join(transaction_lines)
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# print(f"Cleaned text sample: {cleaned_text[:200]}...")
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# # Try rule-based parsing first for structured data
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# rule_based_data = rule_based_parser(cleaned_text)
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# if rule_based_data["transactions"]:
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# print("Using rule-based parser results")
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# return rule_based_data
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| 75 |
+
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# # Fallback to LLM for unstructured data
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# print("Falling back to LLM parsing")
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# return llm_parser(cleaned_text)
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+
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# def llm_parser(text):
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# """LLM parser for unstructured text"""
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| 82 |
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# # Craft precise prompt with strict JSON formatting instructions
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# prompt = f"""
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| 84 |
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# <|system|>
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# You are a financial data parser. Extract transactions from bank statements and return ONLY valid JSON.
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| 86 |
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# </s>
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| 87 |
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# <|user|>
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| 88 |
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# Extract all transactions from this bank statement with these exact fields:
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| 89 |
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# - date (format: YYYY-MM-DD)
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| 90 |
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# - description
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| 91 |
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# - amount (format: 0.00)
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| 92 |
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# - debit (format: 0.00)
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# - credit (format: 0.00)
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# - closing_balance (format: 0.00 or -0.00 for negative)
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# - category
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# Statement text:
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# {text[:3000]} [truncated if too long]
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| 99 |
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# Return JSON with this exact structure:
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| 101 |
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# {{
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# "transactions": [
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# {{
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| 104 |
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# "date": "2025-05-08",
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| 105 |
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# "description": "Company XYZ Payroll",
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# "amount": "8315.40",
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# "debit": "0.00",
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# "credit": "8315.40",
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# "closing_balance": "38315.40",
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# "category": "Salary"
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# }}
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# ]
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# }}
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+
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# RULES:
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| 116 |
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# 1. Output ONLY the JSON object with no additional text
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| 117 |
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# 2. Keep amounts as strings with 2 decimal places
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| 118 |
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# 3. For missing values, use empty strings
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| 119 |
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# 4. Convert negative amounts to format "-123.45"
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| 120 |
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# 5. Map categories to: Salary, Groceries, Medical, Utilities, Entertainment, Dining, Misc
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# </s>
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# <|assistant|>
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# """
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+
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| 125 |
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# try:
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| 126 |
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# # Call LLM via Hugging Face Inference API
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| 127 |
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# response = client.text_generation(
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# prompt,
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| 129 |
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# max_new_tokens=2000,
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# temperature=0.01,
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# stop=["</s>"] # Updated to 'stop' parameter
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# )
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# print(f"LLM Response: {response}")
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+
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| 135 |
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# # Validate and clean JSON response
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| 136 |
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# response = response.strip()
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| 137 |
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# if not response.startswith('{'):
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# # Find the first { and last } to extract JSON
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| 139 |
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# start_idx = response.find('{')
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| 140 |
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# end_idx = response.rfind('}')
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| 141 |
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# if start_idx != -1 and end_idx != -1:
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| 142 |
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# response = response[start_idx:end_idx+1]
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+
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# # Parse JSON and validate structure
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# data = json.loads(response)
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| 146 |
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# if "transactions" not in data:
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# raise ValueError("Missing 'transactions' key in JSON")
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| 148 |
+
|
| 149 |
+
# return data
|
| 150 |
+
# except Exception as e:
|
| 151 |
+
# print(f"LLM Error: {str(e)}")
|
| 152 |
+
# return {"transactions": []}
|
| 153 |
+
|
| 154 |
+
# def rule_based_parser(text):
|
| 155 |
+
# """Enhanced fallback parser for structured tables"""
|
| 156 |
+
# lines = [line.strip() for line in text.split('\n') if line.strip()]
|
| 157 |
+
|
| 158 |
+
# # Find header line - more flexible detection
|
| 159 |
+
# header_index = None
|
| 160 |
+
# header_patterns = [
|
| 161 |
+
# r'Date\b', r'Description\b', r'Amount\b',
|
| 162 |
+
# r'Debit\b', r'Credit\b', r'Closing\s*Balance\b', r'Category\b'
|
| 163 |
+
# ]
|
| 164 |
+
|
| 165 |
+
# # First try: Look for a full header line
|
| 166 |
+
# for i, line in enumerate(lines):
|
| 167 |
+
# if all(re.search(pattern, line, re.IGNORECASE) for pattern in header_patterns[:3]):
|
| 168 |
+
# header_index = i
|
| 169 |
+
# break
|
| 170 |
+
|
| 171 |
+
# # Second try: Look for any header indicators
|
| 172 |
+
# if header_index is None:
|
| 173 |
+
# for i, line in enumerate(lines):
|
| 174 |
+
# if any(re.search(pattern, line, re.IGNORECASE) for pattern in header_patterns):
|
| 175 |
+
# header_index = i
|
| 176 |
+
# break
|
| 177 |
+
|
| 178 |
+
# # Third try: Look for pipe-delimited headers
|
| 179 |
+
# if header_index is None:
|
| 180 |
+
# for i, line in enumerate(lines):
|
| 181 |
+
# if '|' in line and any(p in line for p in ['Date', 'Amount', 'Balance']):
|
| 182 |
+
# header_index = i
|
| 183 |
+
# break
|
| 184 |
+
|
| 185 |
+
# if header_index is None:
|
| 186 |
+
# return {"transactions": []}
|
| 187 |
+
|
| 188 |
+
# data_lines = lines[header_index + 1:]
|
| 189 |
+
# transactions = []
|
| 190 |
+
|
| 191 |
+
# for line in data_lines:
|
| 192 |
+
# # Handle both pipe-delimited and space-delimited formats
|
| 193 |
+
# if '|' in line:
|
| 194 |
+
# parts = [p.strip() for p in line.split('|') if p.strip()]
|
| 195 |
+
# else:
|
| 196 |
+
# # Space-delimited format - split by 2+ spaces
|
| 197 |
+
# parts = re.split(r'\s{2,}', line)
|
| 198 |
+
|
| 199 |
+
# # Skip lines that don't have enough parts
|
| 200 |
+
# if len(parts) < 7:
|
| 201 |
+
# continue
|
| 202 |
+
|
| 203 |
+
# try:
|
| 204 |
+
# # Handle transaction date validation
|
| 205 |
+
# if not re.match(r'\d{4}-\d{2}-\d{2}', parts[0]):
|
| 206 |
+
# continue
|
| 207 |
+
|
| 208 |
+
# transactions.append({
|
| 209 |
+
# "date": parts[0],
|
| 210 |
+
# "description": parts[1],
|
| 211 |
+
# "amount": format_number(parts[2]),
|
| 212 |
+
# "debit": format_number(parts[3]),
|
| 213 |
+
# "credit": format_number(parts[4]),
|
| 214 |
+
# "closing_balance": format_number(parts[5]),
|
| 215 |
+
# "category": parts[6]
|
| 216 |
+
# })
|
| 217 |
+
# except Exception as e:
|
| 218 |
+
# print(f"Error parsing line: {str(e)}")
|
| 219 |
+
|
| 220 |
+
# return {"transactions": transactions}
|
| 221 |
+
|
| 222 |
+
# def format_number(value):
|
| 223 |
+
# """Format numeric values consistently"""
|
| 224 |
+
# if not value or str(value).lower() in ['nan', 'nat']:
|
| 225 |
+
# return "0.00"
|
| 226 |
+
|
| 227 |
+
# # If it's already a number, format directly
|
| 228 |
+
# if isinstance(value, (int, float)):
|
| 229 |
+
# return f"{value:.2f}"
|
| 230 |
+
|
| 231 |
+
# # Clean string values
|
| 232 |
+
# value = str(value).replace(',', '').replace('$', '').strip()
|
| 233 |
+
|
| 234 |
+
# # Handle negative numbers in parentheses
|
| 235 |
+
# if '(' in value and ')' in value:
|
| 236 |
+
# value = '-' + value.replace('(', '').replace(')', '')
|
| 237 |
+
|
| 238 |
+
# # Handle empty values
|
| 239 |
+
# if not value:
|
| 240 |
+
# return "0.00"
|
| 241 |
+
|
| 242 |
+
# # Standardize decimal format
|
| 243 |
+
# if '.' not in value:
|
| 244 |
+
# value += '.00'
|
| 245 |
+
|
| 246 |
+
# # Ensure two decimal places
|
| 247 |
+
# try:
|
| 248 |
+
# num_value = float(value)
|
| 249 |
+
# return f"{num_value:.2f}"
|
| 250 |
+
# except ValueError:
|
| 251 |
+
# # If we can't convert to float, return original but clean it
|
| 252 |
+
# return value.split('.')[0] + '.' + value.split('.')[1][:2].ljust(2, '0')
|
| 253 |
+
|
| 254 |
+
# def process_file(file, is_scanned):
|
| 255 |
+
# """Main processing function"""
|
| 256 |
+
# if not file:
|
| 257 |
+
# return empty_df()
|
| 258 |
+
|
| 259 |
+
# file_path = file.name
|
| 260 |
+
# file_ext = os.path.splitext(file_path)[1].lower()
|
| 261 |
+
|
| 262 |
+
# try:
|
| 263 |
+
# if file_ext == '.xlsx':
|
| 264 |
+
# # Directly process Excel files without text conversion
|
| 265 |
+
# df = pd.read_excel(file_path, engine='openpyxl')
|
| 266 |
+
|
| 267 |
+
# # Normalize column names
|
| 268 |
+
# df.columns = df.columns.str.strip().str.lower()
|
| 269 |
+
|
| 270 |
+
# # Create mapping to expected columns
|
| 271 |
+
# col_mapping = {
|
| 272 |
+
# 'date': 'date',
|
| 273 |
+
# 'description': 'description',
|
| 274 |
+
# 'amount': 'amount',
|
| 275 |
+
# 'debit': 'debit',
|
| 276 |
+
# 'credit': 'credit',
|
| 277 |
+
# 'closing balance': 'closing_balance',
|
| 278 |
+
# 'closing': 'closing_balance',
|
| 279 |
+
# 'balance': 'closing_balance',
|
| 280 |
+
# 'category': 'category'
|
| 281 |
+
# }
|
| 282 |
+
|
| 283 |
+
# # Create output DataFrame with required columns
|
| 284 |
+
# output_df = pd.DataFrame()
|
| 285 |
+
# for col in ['date', 'description', 'amount', 'debit', 'credit', 'closing_balance', 'category']:
|
| 286 |
+
# if col in df.columns:
|
| 287 |
+
# output_df[col] = df[col]
|
| 288 |
+
# elif any(alias in col_mapping and col_mapping[alias] == col for alias in df.columns):
|
| 289 |
+
# # Find alias
|
| 290 |
+
# for alias in df.columns:
|
| 291 |
+
# if alias in col_mapping and col_mapping[alias] == col:
|
| 292 |
+
# output_df[col] = df[alias]
|
| 293 |
+
# break
|
| 294 |
+
# else:
|
| 295 |
+
# output_df[col] = ""
|
| 296 |
+
|
| 297 |
+
# # Format numeric columns
|
| 298 |
+
# for col in ['amount', 'debit', 'credit', 'closing_balance']:
|
| 299 |
+
# output_df[col] = output_df[col].apply(format_number)
|
| 300 |
+
|
| 301 |
+
# # Rename columns for display
|
| 302 |
+
# output_df.columns = ["Date", "Description", "Amount", "Debit",
|
| 303 |
+
# "Credit", "Closing Balance", "Category"]
|
| 304 |
+
# return output_df
|
| 305 |
+
|
| 306 |
+
# elif file_ext == '.pdf':
|
| 307 |
+
# text = extract_text_from_pdf(file_path, is_scanned=is_scanned)
|
| 308 |
+
# parsed_data = parse_bank_statement(text, 'pdf')
|
| 309 |
+
# df = pd.DataFrame(parsed_data["transactions"])
|
| 310 |
+
|
| 311 |
+
# # Ensure all required columns exist
|
| 312 |
+
# required_cols = ["date", "description", "amount", "debit",
|
| 313 |
+
# "credit", "closing_balance", "category"]
|
| 314 |
+
# for col in required_cols:
|
| 315 |
+
# if col not in df.columns:
|
| 316 |
+
# df[col] = ""
|
| 317 |
+
|
| 318 |
+
# # Format columns properly
|
| 319 |
+
# df.columns = ["Date", "Description", "Amount", "Debit",
|
| 320 |
+
# "Credit", "Closing Balance", "Category"]
|
| 321 |
+
# return df
|
| 322 |
+
|
| 323 |
+
# else:
|
| 324 |
+
# return empty_df()
|
| 325 |
+
|
| 326 |
+
# except Exception as e:
|
| 327 |
+
# print(f"Processing error: {str(e)}")
|
| 328 |
+
# return empty_df()
|
| 329 |
+
|
| 330 |
+
# def empty_df():
|
| 331 |
+
# """Return empty DataFrame with correct columns"""
|
| 332 |
+
# return pd.DataFrame(columns=["Date", "Description", "Amount", "Debit",
|
| 333 |
+
# "Credit", "Closing Balance", "Category"])
|
| 334 |
+
|
| 335 |
+
# # Gradio Interface
|
| 336 |
+
# interface = gr.Interface(
|
| 337 |
+
# fn=process_file,
|
| 338 |
+
# inputs=[
|
| 339 |
+
# gr.File(label="Upload Bank Statement (PDF/Excel)")
|
| 340 |
+
# ],
|
| 341 |
+
# outputs=gr.Dataframe(
|
| 342 |
+
# label="Parsed Transactions",
|
| 343 |
+
# headers=["Date", "Description", "Amount", "Debit", "Credit", "Closing Balance", "Category"],
|
| 344 |
+
# datatype=["date", "str", "number", "number", "number", "number", "str"]
|
| 345 |
+
# ),
|
| 346 |
+
# title="AI Bank Statement Parser",
|
| 347 |
+
# description="Extract structured transaction data from PDF/Excel bank statements",
|
| 348 |
+
# allow_flagging="never"
|
| 349 |
+
# )
|
| 350 |
+
|
| 351 |
+
# if __name__ == "__main__":
|
| 352 |
+
# interface.launch()
|
| 353 |
import os
|
| 354 |
import re
|
| 355 |
import json
|
|
|
|
| 359 |
import pytesseract
|
| 360 |
from pdf2image import convert_from_path
|
| 361 |
from huggingface_hub import InferenceClient
|
| 362 |
+
from fpdf import FPDF # Added for PDF generation
|
| 363 |
+
import tempfile # Added for temporary file handling
|
| 364 |
|
| 365 |
# Initialize with reliable free model
|
| 366 |
hf_token = os.getenv("HF_TOKEN")
|
|
|
|
| 447 |
- credit (format: 0.00)
|
| 448 |
- closing_balance (format: 0.00 or -0.00 for negative)
|
| 449 |
- category
|
|
|
|
| 450 |
Statement text:
|
| 451 |
{text[:3000]} [truncated if too long]
|
|
|
|
| 452 |
Return JSON with this exact structure:
|
| 453 |
{{
|
| 454 |
"transactions": [
|
|
|
|
| 463 |
}}
|
| 464 |
]
|
| 465 |
}}
|
|
|
|
| 466 |
RULES:
|
| 467 |
1. Output ONLY the JSON object with no additional text
|
| 468 |
2. Keep amounts as strings with 2 decimal places
|
|
|
|
| 602 |
# If we can't convert to float, return original but clean it
|
| 603 |
return value.split('.')[0] + '.' + value.split('.')[1][:2].ljust(2, '0')
|
| 604 |
|
| 605 |
+
def process_file(file, is_scanned=False):
|
| 606 |
"""Main processing function"""
|
| 607 |
if not file:
|
| 608 |
return empty_df()
|
|
|
|
| 683 |
return pd.DataFrame(columns=["Date", "Description", "Amount", "Debit",
|
| 684 |
"Credit", "Closing Balance", "Category"])
|
| 685 |
|
| 686 |
+
# New function to generate PDF from DataFrame
|
| 687 |
+
def generate_pdf(df):
|
| 688 |
+
"""Generate PDF from DataFrame and return file path"""
|
| 689 |
+
if df.empty:
|
| 690 |
+
return None
|
| 691 |
+
|
| 692 |
+
# Create a PDF
|
| 693 |
+
pdf = FPDF()
|
| 694 |
+
pdf.add_page()
|
| 695 |
+
pdf.set_font("Arial", size=8) # Smaller font to fit more data
|
| 696 |
+
|
| 697 |
+
# Set column widths
|
| 698 |
+
col_widths = [22, 65, 20, 15, 15, 25, 20] # Adjusted to fit all columns
|
| 699 |
+
|
| 700 |
+
# Headers
|
| 701 |
+
headers = df.columns.tolist()
|
| 702 |
+
for i, header in enumerate(headers):
|
| 703 |
+
pdf.cell(col_widths[i], 10, header, border=1)
|
| 704 |
+
pdf.ln()
|
| 705 |
+
|
| 706 |
+
# Data
|
| 707 |
+
for _, row in df.iterrows():
|
| 708 |
+
for i, col in enumerate(headers):
|
| 709 |
+
# Truncate long descriptions
|
| 710 |
+
value = str(row[col])
|
| 711 |
+
if headers[i] == "Description" and len(value) > 30:
|
| 712 |
+
value = value[:27] + "..."
|
| 713 |
+
pdf.cell(col_widths[i], 10, value, border=1)
|
| 714 |
+
pdf.ln()
|
| 715 |
+
|
| 716 |
+
# Save to temporary file
|
| 717 |
+
temp_file = tempfile.NamedTemporaryFile(suffix=".pdf", delete=False)
|
| 718 |
+
temp_file.close()
|
| 719 |
+
pdf.output(temp_file.name)
|
| 720 |
+
return temp_file.name
|
| 721 |
+
|
| 722 |
+
# Modified Gradio Interface
|
| 723 |
+
with gr.Blocks() as interface: # Changed to Blocks for more control
|
| 724 |
+
gr.Markdown("## AI Bank Statement Parser")
|
| 725 |
+
gr.Markdown("Extract structured transaction data from PDF/Excel bank statements")
|
| 726 |
+
|
| 727 |
+
# File input
|
| 728 |
+
file_input = gr.File(label="Upload Bank Statement (PDF/Excel)")
|
| 729 |
+
|
| 730 |
+
# Output dataframe
|
| 731 |
+
output_df = gr.Dataframe(
|
| 732 |
label="Parsed Transactions",
|
| 733 |
headers=["Date", "Description", "Amount", "Debit", "Credit", "Closing Balance", "Category"],
|
| 734 |
datatype=["date", "str", "number", "number", "number", "number", "str"]
|
| 735 |
+
)
|
| 736 |
+
|
| 737 |
+
# State to store the processed DataFrame
|
| 738 |
+
state_df = gr.State(value=pd.DataFrame())
|
| 739 |
+
|
| 740 |
+
# Download button (initially hidden)
|
| 741 |
+
download_btn = gr.DownloadButton(
|
| 742 |
+
"Download as PDF",
|
| 743 |
+
visible=False,
|
| 744 |
+
elem_classes="download-btn"
|
| 745 |
+
)
|
| 746 |
+
|
| 747 |
+
# Process file and update state
|
| 748 |
+
def process_and_store(file):
|
| 749 |
+
df = process_file(file)
|
| 750 |
+
return df, df, gr.DownloadButton(visible=not df.empty)
|
| 751 |
+
|
| 752 |
+
# Connect components
|
| 753 |
+
file_input.change(
|
| 754 |
+
process_and_store,
|
| 755 |
+
inputs=[file_input],
|
| 756 |
+
outputs=[output_df, state_df, download_btn]
|
| 757 |
+
)
|
| 758 |
+
|
| 759 |
+
# Generate PDF when download button is clicked
|
| 760 |
+
def on_download_click(df):
|
| 761 |
+
return generate_pdf(df)
|
| 762 |
+
|
| 763 |
+
download_btn.click(
|
| 764 |
+
on_download_click,
|
| 765 |
+
inputs=[state_df],
|
| 766 |
+
outputs=[download_btn]
|
| 767 |
+
)
|
| 768 |
+
|
| 769 |
+
# Add custom CSS for the download button position
|
| 770 |
+
interface.css = """
|
| 771 |
+
.download-btn {
|
| 772 |
+
margin-top: 20px !important;
|
| 773 |
+
margin-bottom: 30px !important;
|
| 774 |
+
}
|
| 775 |
+
"""
|
| 776 |
|
| 777 |
if __name__ == "__main__":
|
| 778 |
interface.launch()
|