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Browse files- Dockerfile +0 -8
- app.py +43 -39
- config.py +22 -3
- image_server_snippet.py +22 -0
- index.html +153 -18
- main.py +307 -217
- openrouter_client.py +87 -155
- pdf_io.py +28 -21
- requirements.txt +1 -1
- statement_candidates.py +369 -215
Dockerfile
CHANGED
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@@ -1,7 +1,6 @@
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# Use official Python runtime as a parent image
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FROM python:3.10-slim
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# Set the working directory in the container
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WORKDIR /app
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# Install system dependencies (Tesseract)
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@@ -10,23 +9,16 @@ RUN apt-get update && apt-get install -y \
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libtesseract-dev \
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&& rm -rf /var/lib/apt/lists/*
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# Copy requirements first to leverage Docker cache
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COPY requirements.txt .
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-
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# Install Python dependencies
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RUN pip install --no-cache-dir -r requirements.txt
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# Copy the rest of the application code
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COPY . .
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# Create a user to run the app (security best practice, required by some environments)
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RUN useradd -m -u 1000 user
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USER user
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ENV HOME=/home/user \
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PATH=/home/user/.local/bin:$PATH
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# Expose port 7860 (Hugging Face Spaces default)
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EXPOSE 7860
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# Command to run the application
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CMD ["uvicorn", "app:app", "--host", "0.0.0.0", "--port", "7860"]
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# Use official Python runtime as a parent image
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FROM python:3.10-slim
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WORKDIR /app
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# Install system dependencies (Tesseract)
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libtesseract-dev \
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&& rm -rf /var/lib/apt/lists/*
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COPY requirements.txt .
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RUN pip install --no-cache-dir -r requirements.txt
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COPY . .
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RUN useradd -m -u 1000 user
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USER user
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ENV HOME=/home/user \
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PATH=/home/user/.local/bin:$PATH
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EXPOSE 7860
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CMD ["uvicorn", "app:app", "--host", "0.0.0.0", "--port", "7860"]
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app.py
CHANGED
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@@ -1,18 +1,14 @@
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import os
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import shutil
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import tempfile
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import
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from fastapi import FastAPI, File, UploadFile, HTTPException
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from fastapi.responses import JSONResponse,
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from fastapi.staticfiles import StaticFiles
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from main import analyze_pdf
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app = FastAPI()
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#
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# We assume index.html is in the same directory
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app.mount("/static", StaticFiles(directory="."), name="static")
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-
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@app.get("/", response_class=HTMLResponse)
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async def read_root():
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with open("index.html", "r") as f:
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if not file.filename.endswith(".pdf"):
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raise HTTPException(status_code=400, detail="File must be a PDF")
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# Save
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-
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try:
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# Create a temp debug dir
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debug_dir = tempfile.mkdtemp()
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-
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# Get API Key from environment (injected by Space secrets)
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api_key = os.getenv("OPENROUTER_API_KEY")
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if not api_key:
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raise HTTPException(status_code=500, detail="Server misconfigured: OPENROUTER_API_KEY missing")
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# Run analysis using the refactored main logic
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# We pass None for output_path so it doesn't try to write to a fixed file unless we want it to
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# But analyze_pdf writes to output_path if provided. We can just let it return the dict.
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result = analyze_pdf(
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pdf_path=
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output_path="",
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debug_dir=
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openrouter_api_key=api_key
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)
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return JSONResponse(content=result)
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-
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except Exception as e:
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import traceback
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traceback.print_exc()
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raise HTTPException(status_code=500, detail=str(e))
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finally:
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# Cleanup
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if os.path.exists(tmp_path):
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os.remove(tmp_path)
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# We might want to keep debug dir for a bit or clean it up.
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# For a simple demo, we can clean it up or ignore it (tmp cleans up eventually on restart usually, but explicitly is better)
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if os.path.exists(debug_dir):
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shutil.rmtree(debug_dir, ignore_errors=True)
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-
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import shutil
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import tempfile
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import os
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from fastapi import FastAPI, File, UploadFile, HTTPException
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from fastapi.responses import HTMLResponse, JSONResponse, Response
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from fastapi.staticfiles import StaticFiles
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from main import analyze_pdf
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app = FastAPI()
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# serve index.html at root
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@app.get("/", response_class=HTMLResponse)
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async def read_root():
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with open("index.html", "r") as f:
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if not file.filename.endswith(".pdf"):
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raise HTTPException(status_code=400, detail="File must be a PDF")
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# Save to a known fixed path for the viewing endpoint
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# Note: This is not thread-safe/multi-user safe, but sufficient for this local demo.
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fixed_path = "latest_upload.pdf"
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with open(fixed_path, "wb") as f:
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# seek back to start if we copied it (but we didn't read it yet)
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# Actually file is an UploadFile, we can just save it.
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# But we already copied to tmp. Let's just use the tmp copy logic but to fixed path.
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pass
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# Actually, let's just write directly to fixed_path!
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with open(fixed_path, "wb") as f:
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shutil.copyfileobj(file.file, f)
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try:
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result = analyze_pdf(
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pdf_path=fixed_path,
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output_path="",
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debug_dir=""
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)
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return JSONResponse(content=result)
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except Exception as e:
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import traceback
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traceback.print_exc()
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raise HTTPException(status_code=500, detail=str(e))
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import fitz
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@app.get("/pdf/page/{page_num}")
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async def get_pdf_page(page_num: int):
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path = "latest_upload.pdf"
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if not os.path.exists(path):
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return Response(status_code=404)
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try:
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doc = fitz.open(path)
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if page_num < 1 or page_num > doc.page_count:
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doc.close()
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return Response(status_code=404)
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page = doc.load_page(page_num - 1)
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# decent resolution for web viewing
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zoom = 150 / 72.0
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mat = fitz.Matrix(zoom, zoom)
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pix = page.get_pixmap(matrix=mat, alpha=False)
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img_bytes = pix.tobytes("png")
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doc.close()
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return Response(content=img_bytes, media_type="image/png")
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except Exception as e:
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print(f"Error serving page: {e}")
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return Response(status_code=500)
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config.py
CHANGED
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from __future__ import annotations
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from dataclasses import dataclass
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import os
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from dotenv import load_dotenv
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@dataclass(frozen=True)
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class Settings:
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openrouter_api_key: str
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min_text_chars_for_digital: int
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topk_per_statement: int
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DEFAULT_FREE_VISION_MODELS = [
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# Free + vision-capable (as of their OpenRouter pages)
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"google/gemma-3-12b-it:free",
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"nvidia/nemotron-nano-12b-v2-vl:free",
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"amazon/nova-2-lite-v1:free",
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]
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def load_settings(**kwargs) -> Settings:
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load_dotenv()
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api_key = kwargs.get("openrouter_api_key") or os.getenv("OPENROUTER_API_KEY", "").strip()
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if not api_key:
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raise RuntimeError("Missing OPENROUTER_API_KEY in environment/.env")
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max_images = kwargs.get("max_images") or int(os.getenv("MAX_IMAGES", "12"))
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dpi = kwargs.get("dpi") or int(os.getenv("PDF_RENDER_DPI", "200"))
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ocr_lang = kwargs.get("ocr_lang") or os.getenv("OCR_LANG", "eng")
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min_text_chars_for_digital = kwargs.get("min_text_chars_for_digital") or int(
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topk_per_statement = kwargs.get("topk_per_statement") or int(os.getenv("TOPK_PER_STATEMENT", "3"))
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return Settings(
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openrouter_api_key=api_key,
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openrouter_model=model,
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ocr_lang=ocr_lang,
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min_text_chars_for_digital=min_text_chars_for_digital,
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topk_per_statement=topk_per_statement,
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)
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from __future__ import annotations
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+
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from dataclasses import dataclass
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import os
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from dotenv import load_dotenv
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+
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@dataclass(frozen=True)
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class Settings:
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openrouter_api_key: str
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min_text_chars_for_digital: int
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topk_per_statement: int
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# block logic knobs
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max_blocks_per_statement: int
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continuation_max_forward: int
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DEFAULT_FREE_VISION_MODELS = [
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# Free + vision-capable (as of their OpenRouter pages / availability changes over time)
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"google/gemma-3-12b-it:free",
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"nvidia/nemotron-nano-12b-v2-vl:free",
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"amazon/nova-2-lite-v1:free",
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]
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+
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def load_settings(**kwargs) -> Settings:
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load_dotenv()
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api_key = kwargs.get("openrouter_api_key") or os.getenv("OPENROUTER_API_KEY", "").strip()
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if not api_key:
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raise RuntimeError("Missing OPENROUTER_API_KEY in environment/.env")
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max_images = kwargs.get("max_images") or int(os.getenv("MAX_IMAGES", "12"))
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dpi = kwargs.get("dpi") or int(os.getenv("PDF_RENDER_DPI", "200"))
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ocr_lang = kwargs.get("ocr_lang") or os.getenv("OCR_LANG", "eng")
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min_text_chars_for_digital = kwargs.get("min_text_chars_for_digital") or int(
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os.getenv("MIN_TEXT_CHARS_FOR_DIGITAL", "80")
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)
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topk_per_statement = kwargs.get("topk_per_statement") or int(os.getenv("TOPK_PER_STATEMENT", "3"))
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max_blocks_per_statement = kwargs.get("max_blocks_per_statement") or int(
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os.getenv("MAX_BLOCKS_PER_STATEMENT", "2")
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)
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continuation_max_forward = kwargs.get("continuation_max_forward") or int(
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os.getenv("CONTINUATION_MAX_FORWARD", "6")
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)
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return Settings(
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openrouter_api_key=api_key,
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openrouter_model=model,
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ocr_lang=ocr_lang,
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min_text_chars_for_digital=min_text_chars_for_digital,
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topk_per_statement=topk_per_statement,
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max_blocks_per_statement=max_blocks_per_statement,
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continuation_max_forward=continuation_max_forward,
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)
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image_server_snippet.py
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from fastapi import FastAPI, HTTPException, Request
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from fastapi.responses import Response
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import fitz
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import io
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# We will need to inject this into app.py
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def serve_page_image(pdf_path: str, page_num: int, dpi: int = 150):
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try:
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doc = fitz.open(pdf_path)
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if page_num < 1 or page_num > doc.page_count:
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return Response(status_code=404)
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page = doc.load_page(page_num - 1)
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zoom = dpi / 72.0
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mat = fitz.Matrix(zoom, zoom)
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pix = page.get_pixmap(matrix=mat, alpha=False)
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img_bytes = pix.tobytes("png")
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doc.close()
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return Response(content=img_bytes, media_type="image/png")
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except Exception as e:
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print(f"Error serving page: {e}")
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return Response(status_code=500)
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index.html
CHANGED
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Financial Report Analyzer</title>
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<style>
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body {
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</style>
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</head>
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<body>
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<div class="container">
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<h1>Financial Report Analyzer</h1>
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| 25 |
-
<p style="text-align: center;">Upload a 10-K/Annual Report PDF to extract page ranges for primary financial
|
| 26 |
-
|
|
|
|
| 27 |
<div class="form-group">
|
| 28 |
<input type="file" id="pdfInput" accept=".pdf" />
|
| 29 |
<br>
|
|
@@ -52,7 +111,7 @@
|
|
| 52 |
status.textContent = "Analyzing... This may take a minute.";
|
| 53 |
status.className = "";
|
| 54 |
resultDisplay.style.display = 'none';
|
| 55 |
-
resultDisplay.
|
| 56 |
|
| 57 |
const formData = new FormData();
|
| 58 |
formData.append('file', file);
|
|
@@ -69,10 +128,10 @@
|
|
| 69 |
}
|
| 70 |
|
| 71 |
const data = await response.json();
|
| 72 |
-
delete data.debug;
|
| 73 |
-
delete data.notes;
|
| 74 |
status.textContent = "Analysis Complete!";
|
| 75 |
-
|
|
|
|
|
|
|
| 76 |
resultDisplay.style.display = 'block';
|
| 77 |
|
| 78 |
} catch (error) {
|
|
@@ -83,6 +142,82 @@
|
|
| 83 |
btn.disabled = false;
|
| 84 |
}
|
| 85 |
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 86 |
</script>
|
| 87 |
</body>
|
| 88 |
-
|
|
|
|
|
|
| 1 |
<!DOCTYPE html>
|
| 2 |
<html lang="en">
|
| 3 |
+
|
| 4 |
<head>
|
| 5 |
<meta charset="UTF-8">
|
| 6 |
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
| 7 |
<title>Financial Report Analyzer</title>
|
| 8 |
<style>
|
| 9 |
+
body {
|
| 10 |
+
font-family: sans-serif;
|
| 11 |
+
max-width: 800px;
|
| 12 |
+
margin: 0 auto;
|
| 13 |
+
padding: 20px;
|
| 14 |
+
line-height: 1.6;
|
| 15 |
+
}
|
| 16 |
+
|
| 17 |
+
.container {
|
| 18 |
+
border: 1px solid #ccc;
|
| 19 |
+
padding: 20px;
|
| 20 |
+
border-radius: 8px;
|
| 21 |
+
background: #f9f9f9;
|
| 22 |
+
}
|
| 23 |
+
|
| 24 |
+
h1 {
|
| 25 |
+
text-align: center;
|
| 26 |
+
color: #333;
|
| 27 |
+
}
|
| 28 |
+
|
| 29 |
+
.form-group {
|
| 30 |
+
margin-bottom: 20px;
|
| 31 |
+
text-align: center;
|
| 32 |
+
}
|
| 33 |
+
|
| 34 |
+
input[type="file"] {
|
| 35 |
+
margin: 10px 0;
|
| 36 |
+
}
|
| 37 |
+
|
| 38 |
+
button {
|
| 39 |
+
background-color: #007bff;
|
| 40 |
+
color: white;
|
| 41 |
+
border: none;
|
| 42 |
+
padding: 10px 20px;
|
| 43 |
+
border-radius: 4px;
|
| 44 |
+
cursor: pointer;
|
| 45 |
+
font-size: 16px;
|
| 46 |
+
}
|
| 47 |
+
|
| 48 |
+
button:hover {
|
| 49 |
+
background-color: #0056b3;
|
| 50 |
+
}
|
| 51 |
+
|
| 52 |
+
button:disabled {
|
| 53 |
+
background-color: #ccc;
|
| 54 |
+
cursor: not-allowed;
|
| 55 |
+
}
|
| 56 |
+
|
| 57 |
+
#status {
|
| 58 |
+
text-align: center;
|
| 59 |
+
margin-top: 10px;
|
| 60 |
+
font-weight: bold;
|
| 61 |
+
}
|
| 62 |
+
|
| 63 |
+
#result {
|
| 64 |
+
margin-top: 20px;
|
| 65 |
+
white-space: pre-wrap;
|
| 66 |
+
background: #fff;
|
| 67 |
+
padding: 15px;
|
| 68 |
+
border: 1px solid #ddd;
|
| 69 |
+
border-radius: 4px;
|
| 70 |
+
display: none;
|
| 71 |
+
}
|
| 72 |
+
|
| 73 |
+
.error {
|
| 74 |
+
color: #dc3545;
|
| 75 |
+
}
|
| 76 |
</style>
|
| 77 |
</head>
|
| 78 |
+
|
| 79 |
<body>
|
| 80 |
|
| 81 |
<div class="container">
|
| 82 |
<h1>Financial Report Analyzer</h1>
|
| 83 |
+
<p style="text-align: center;">Upload a 10-K/Annual Report PDF to extract page ranges for primary financial
|
| 84 |
+
statements.</p>
|
| 85 |
+
|
| 86 |
<div class="form-group">
|
| 87 |
<input type="file" id="pdfInput" accept=".pdf" />
|
| 88 |
<br>
|
|
|
|
| 111 |
status.textContent = "Analyzing... This may take a minute.";
|
| 112 |
status.className = "";
|
| 113 |
resultDisplay.style.display = 'none';
|
| 114 |
+
resultDisplay.innerHTML = ""; // Clear previous content
|
| 115 |
|
| 116 |
const formData = new FormData();
|
| 117 |
formData.append('file', file);
|
|
|
|
| 128 |
}
|
| 129 |
|
| 130 |
const data = await response.json();
|
|
|
|
|
|
|
| 131 |
status.textContent = "Analysis Complete!";
|
| 132 |
+
|
| 133 |
+
// Render nicely
|
| 134 |
+
renderResults(data, resultDisplay);
|
| 135 |
resultDisplay.style.display = 'block';
|
| 136 |
|
| 137 |
} catch (error) {
|
|
|
|
| 142 |
btn.disabled = false;
|
| 143 |
}
|
| 144 |
}
|
| 145 |
+
|
| 146 |
+
function renderResults(data, container) {
|
| 147 |
+
let html = "";
|
| 148 |
+
|
| 149 |
+
const sections = [
|
| 150 |
+
{ key: 'balance_sheet', label: 'Balance Sheet' },
|
| 151 |
+
{ key: 'profit_and_loss', label: 'Profit & Loss' },
|
| 152 |
+
{ key: 'cash_flow', label: 'Cash Flow' }
|
| 153 |
+
];
|
| 154 |
+
|
| 155 |
+
sections.forEach(sec => {
|
| 156 |
+
html += `<h3>${sec.label}</h3>`;
|
| 157 |
+
const items = data[sec.key];
|
| 158 |
+
if (!items || items.length === 0) {
|
| 159 |
+
html += "<p>No ranges found.</p>";
|
| 160 |
+
} else {
|
| 161 |
+
html += `
|
| 162 |
+
<div style="overflow-x: auto;">
|
| 163 |
+
<table border="1" cellpadding="8" style="border-collapse: collapse; width: 100%; margin-bottom: 20px;">
|
| 164 |
+
<tr style="background: #eee;">
|
| 165 |
+
<th>Scope</th>
|
| 166 |
+
<th>Pages</th>
|
| 167 |
+
<th>Details</th>
|
| 168 |
+
<th style="min-width: 300px;">Evidence Images</th>
|
| 169 |
+
</tr>`;
|
| 170 |
+
|
| 171 |
+
items.forEach(item => {
|
| 172 |
+
const pagesStr = (item.pages || []).join(", ");
|
| 173 |
+
|
| 174 |
+
// Generate images for all pages in the range
|
| 175 |
+
let imagesHtml = '<div style="display: flex; gap: 10px; overflow-x: auto;">';
|
| 176 |
+
const pagesToShow = item.evidence_pages && item.evidence_pages.length > 0
|
| 177 |
+
? item.evidence_pages
|
| 178 |
+
: (item.pages || []);
|
| 179 |
+
|
| 180 |
+
pagesToShow.forEach(pNum => {
|
| 181 |
+
imagesHtml += `
|
| 182 |
+
<div style="text-align: center;">
|
| 183 |
+
<a href="/pdf/page/${pNum}" target="_blank">
|
| 184 |
+
<img src="/pdf/page/${pNum}" style="height: 200px; border: 1px solid #ddd; box-shadow: 2px 2px 5px rgba(0,0,0,0.1);" alt="Page ${pNum}" loading="lazy"><br>
|
| 185 |
+
<small>Page ${pNum}</small>
|
| 186 |
+
</a>
|
| 187 |
+
</div>`;
|
| 188 |
+
});
|
| 189 |
+
imagesHtml += '</div>';
|
| 190 |
+
|
| 191 |
+
html += `
|
| 192 |
+
<tr>
|
| 193 |
+
<td><strong>${item.scope}</strong></td>
|
| 194 |
+
<td>${pagesStr}</td>
|
| 195 |
+
<td>
|
| 196 |
+
<strong>Title:</strong> ${item.title || "<em>(null)</em>"}<br>
|
| 197 |
+
<strong>Confidence:</strong> ${(item.confidence * 100).toFixed(0)}%
|
| 198 |
+
</td>
|
| 199 |
+
<td>${imagesHtml}</td>
|
| 200 |
+
</tr>`;
|
| 201 |
+
});
|
| 202 |
+
html += "</table></div>";
|
| 203 |
+
}
|
| 204 |
+
});
|
| 205 |
+
|
| 206 |
+
// Notes
|
| 207 |
+
if (data.notes && data.notes.length > 0) {
|
| 208 |
+
html += "<h3>Notes</h3><ul>";
|
| 209 |
+
data.notes.forEach(note => {
|
| 210 |
+
html += `<li>${note}</li>`;
|
| 211 |
+
});
|
| 212 |
+
html += "</ul>";
|
| 213 |
+
}
|
| 214 |
+
|
| 215 |
+
// Raw JSON toggle (optional)
|
| 216 |
+
html += `<hr><details><summary>Raw JSON</summary><pre>${JSON.stringify(data, null, 2)}</pre></details>`;
|
| 217 |
+
|
| 218 |
+
container.innerHTML = html;
|
| 219 |
+
}
|
| 220 |
</script>
|
| 221 |
</body>
|
| 222 |
+
|
| 223 |
+
</html>
|
main.py
CHANGED
|
@@ -1,7 +1,10 @@
|
|
| 1 |
from __future__ import annotations
|
|
|
|
| 2 |
import argparse
|
| 3 |
import json
|
|
|
|
| 4 |
import time
|
|
|
|
| 5 |
|
| 6 |
from config import load_settings, DEFAULT_FREE_VISION_MODELS
|
| 7 |
from pdf_io import extract_texts_from_pdf, render_pages_to_png_bytes
|
|
@@ -17,279 +20,366 @@ from openrouter_client import (
|
|
| 17 |
|
| 18 |
|
| 19 |
PROMPT_TEMPLATE = """
|
| 20 |
-
You are
|
| 21 |
-
1) OCR/extracted text for a set of PDF pages from a company's financial report (10-K/annual report)
|
| 22 |
-
2) Images of the same pages
|
| 23 |
|
| 24 |
Task:
|
| 25 |
-
|
| 26 |
-
|
| 27 |
-
|
| 28 |
-
|
| 29 |
-
|
| 30 |
-
|
| 31 |
-
|
| 32 |
-
-
|
| 33 |
-
-
|
| 34 |
-
|
| 35 |
-
|
| 36 |
-
|
| 37 |
-
|
| 38 |
-
|
| 39 |
-
|
| 40 |
-
|
| 41 |
-
|
| 42 |
-
Pages provided (OCR snippets):
|
| 43 |
{page_snippets}
|
| 44 |
|
| 45 |
-
|
|
|
|
| 46 |
{{
|
| 47 |
-
"balance_sheet":
|
| 48 |
-
|
| 49 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 50 |
}}
|
| 51 |
|
| 52 |
-
|
| 53 |
-
""
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 54 |
|
| 55 |
-
SCHEMA_HINT = """{
|
| 56 |
-
"balance_sheet": {"start_page": "int|null", "end_page": "int|null", "confidence": "number", "evidence_pages": "int[]", "title": "string|null"},
|
| 57 |
-
"profit_and_loss": {"start_page": "int|null", "end_page": "int|null", "confidence": "number", "evidence_pages": "int[]", "title": "string|null"},
|
| 58 |
-
"cash_flow": {"start_page": "int|null", "end_page": "int|null", "confidence": "number", "evidence_pages": "int[]", "title": "string|null"},
|
| 59 |
-
"notes": "string[]"
|
| 60 |
-
}"""
|
| 61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 62 |
|
| 63 |
-
def log(msg: str):
|
| 64 |
-
ts = time.strftime("%H:%M:%S")
|
| 65 |
-
print(f"[{ts}] {msg}", flush=True)
|
| 66 |
|
|
|
|
|
|
|
|
|
|
| 67 |
|
| 68 |
-
|
| 69 |
-
|
| 70 |
-
|
| 71 |
-
|
| 72 |
-
|
| 73 |
-
|
| 74 |
-
|
| 75 |
-
|
| 76 |
-
|
| 77 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 78 |
|
| 79 |
|
| 80 |
def validate_ranges(result: dict, page_count: int) -> dict:
|
| 81 |
-
|
| 82 |
-
|
| 83 |
-
|
| 84 |
-
|
| 85 |
-
|
| 86 |
-
if v
|
| 87 |
return None
|
| 88 |
-
return v
|
| 89 |
|
| 90 |
-
|
| 91 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 92 |
if not isinstance(obj, dict):
|
| 93 |
-
|
| 94 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 95 |
|
| 96 |
-
sp = clamp(obj.get("start_page"))
|
| 97 |
-
ep = clamp(obj.get("end_page"))
|
| 98 |
if sp is not None and ep is not None and ep < sp:
|
| 99 |
-
sp, ep = None, None
|
| 100 |
-
|
| 101 |
-
|
| 102 |
-
|
| 103 |
-
|
| 104 |
-
|
| 105 |
-
if
|
| 106 |
-
|
| 107 |
-
|
| 108 |
-
|
| 109 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 110 |
|
| 111 |
if "notes" not in result or not isinstance(result["notes"], list):
|
| 112 |
result["notes"] = []
|
|
|
|
|
|
|
|
|
|
| 113 |
return result
|
| 114 |
|
| 115 |
|
| 116 |
-
def
|
| 117 |
-
pdf_path: str,
|
| 118 |
-
output_path: str = "ranges.json",
|
| 119 |
-
debug_dir: str = "debug",
|
| 120 |
-
openrouter_api_key: str = None
|
| 121 |
-
) -> dict:
|
| 122 |
"""
|
| 123 |
-
|
| 124 |
-
|
| 125 |
"""
|
| 126 |
-
|
| 127 |
-
|
| 128 |
-
|
| 129 |
-
|
| 130 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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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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|
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|
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|
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|
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|
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|
| 131 |
|
| 132 |
-
|
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|
|
|
|
|
|
|
| 133 |
page_texts, page_count = extract_texts_from_pdf(
|
| 134 |
pdf_path=pdf_path,
|
| 135 |
-
dpi=
|
| 136 |
-
ocr_lang=
|
| 137 |
-
min_text_chars_for_digital=
|
| 138 |
)
|
|
|
|
| 139 |
|
| 140 |
-
|
| 141 |
-
|
| 142 |
-
|
| 143 |
-
|
| 144 |
-
|
| 145 |
-
|
| 146 |
-
|
| 147 |
-
|
| 148 |
-
log(f" heuristic_ranges_0_based = {cand_debug.get('heuristic_ranges_0_based')}")
|
| 149 |
|
| 150 |
-
|
|
|
|
| 151 |
candidates=candidates,
|
| 152 |
-
debug_info=
|
| 153 |
page_count=page_count,
|
| 154 |
-
max_images=
|
|
|
|
| 155 |
)
|
| 156 |
-
|
| 157 |
|
| 158 |
-
|
| 159 |
-
|
| 160 |
-
log("Image rendering done.")
|
| 161 |
|
| 162 |
-
|
| 163 |
-
|
| 164 |
-
|
| 165 |
-
|
| 166 |
-
|
| 167 |
-
|
| 168 |
-
|
| 169 |
-
|
| 170 |
-
|
| 171 |
-
|
| 172 |
-
|
| 173 |
-
|
| 174 |
-
|
| 175 |
-
|
| 176 |
-
|
| 177 |
-
|
| 178 |
-
|
| 179 |
-
|
| 180 |
-
|
| 181 |
-
|
| 182 |
-
|
| 183 |
-
|
| 184 |
-
|
| 185 |
-
|
| 186 |
-
require_json=True,
|
| 187 |
-
)
|
| 188 |
-
|
| 189 |
-
log(f"finish_reason={llm_res.finish_reason} native={llm_res.native_finish_reason} content_len={len(llm_res.content)}")
|
| 190 |
-
|
| 191 |
-
# save raw response for debugging
|
| 192 |
-
try:
|
| 193 |
-
import os
|
| 194 |
-
os.makedirs(debug_dir, exist_ok=True)
|
| 195 |
-
with open(f"{debug_dir}/openrouter_raw_response.json", "w", encoding="utf-8") as f:
|
| 196 |
-
json.dump(llm_res.raw, f, indent=2)
|
| 197 |
-
except Exception:
|
| 198 |
-
pass
|
| 199 |
-
|
| 200 |
-
if llm_res.finish_reason == "error" or ("error" in llm_res.raw and llm_res.raw["error"]):
|
| 201 |
-
log("OpenRouter returned an error payload (see debug/openrouter_raw_response.json). Backing off images...")
|
| 202 |
-
elif llm_res.content.strip():
|
| 203 |
-
break
|
| 204 |
-
|
| 205 |
-
if len(pages_sent) <= 3:
|
| 206 |
-
break
|
| 207 |
-
pages_sent = pages_sent[:-2]
|
| 208 |
-
log(f"Retrying with fewer images. Now sending pages: {[p+1 for p in pages_sent]}")
|
| 209 |
-
|
| 210 |
-
if not llm_res:
|
| 211 |
-
raise RuntimeError("LLM call never executed.")
|
| 212 |
-
|
| 213 |
-
raw_text = (llm_res.content or "").strip()
|
| 214 |
-
log("DEBUG: raw model output (first 1200 chars):")
|
| 215 |
-
print(raw_text[:1200], flush=True)
|
| 216 |
-
|
| 217 |
-
# --- Parse JSON with repair fallback ---
|
| 218 |
try:
|
| 219 |
-
|
| 220 |
-
log("Parsed JSON successfully.")
|
| 221 |
except Exception as e:
|
| 222 |
-
|
| 223 |
-
|
| 224 |
-
|
| 225 |
-
|
| 226 |
-
|
| 227 |
-
|
| 228 |
-
|
| 229 |
-
except Exception:
|
| 230 |
-
pass
|
| 231 |
-
|
| 232 |
-
# Repair pass with free-tier text model
|
| 233 |
-
repair_model = choose_any_free_text_model(st.openrouter_api_key, preferred=[
|
| 234 |
-
model, # try same model first
|
| 235 |
-
"google/gemma-3-12b-it:free",
|
| 236 |
-
"amazon/nova-2-lite-v1:free",
|
| 237 |
-
"nvidia/nemotron-nano-12b-v2-vl:free",
|
| 238 |
-
])
|
| 239 |
-
log(f"Attempting JSON repair using: {repair_model}")
|
| 240 |
-
try:
|
| 241 |
-
result = repair_to_json(
|
| 242 |
-
api_key=st.openrouter_api_key,
|
| 243 |
-
model=repair_model,
|
| 244 |
-
bad_output=raw_text if raw_text else json.dumps(llm_res.raw),
|
| 245 |
-
schema_hint=SCHEMA_HINT,
|
| 246 |
-
)
|
| 247 |
-
log("Repair JSON succeeded.")
|
| 248 |
-
except Exception as e2:
|
| 249 |
-
log(f"Repair JSON failed: {e2}")
|
| 250 |
-
# Final safe fallback
|
| 251 |
-
result = {
|
| 252 |
-
"balance_sheet": {"start_page": None, "end_page": None, "confidence": 0.0, "evidence_pages": [], "title": None},
|
| 253 |
-
"profit_and_loss": {"start_page": None, "end_page": None, "confidence": 0.0, "evidence_pages": [], "title": None},
|
| 254 |
-
"cash_flow": {"start_page": None, "end_page": None, "confidence": 0.0, "evidence_pages": [], "title": None},
|
| 255 |
-
"notes": [
|
| 256 |
-
"Model output could not be parsed as JSON.",
|
| 257 |
-
"Check debug/openrouter_raw_response.json and debug/llm_raw_output.txt",
|
| 258 |
-
],
|
| 259 |
-
}
|
| 260 |
|
| 261 |
-
|
|
|
|
|
|
|
|
|
|
| 262 |
result["debug"] = {
|
| 263 |
-
"
|
| 264 |
-
"
|
| 265 |
-
"
|
| 266 |
-
"
|
| 267 |
-
"native_finish_reason": llm_res.native_finish_reason,
|
| 268 |
}
|
| 269 |
|
| 270 |
if output_path:
|
| 271 |
with open(output_path, "w", encoding="utf-8") as f:
|
| 272 |
json.dump(result, f, indent=2)
|
| 273 |
-
|
| 274 |
|
| 275 |
return result
|
| 276 |
|
| 277 |
|
| 278 |
def main():
|
| 279 |
ap = argparse.ArgumentParser()
|
| 280 |
-
ap.add_argument("--pdf", required=True, help="Path to
|
| 281 |
-
ap.add_argument("--out", default="
|
| 282 |
-
ap.add_argument("--debug_dir", default="
|
| 283 |
args = ap.parse_args()
|
| 284 |
|
| 285 |
-
|
| 286 |
-
result = analyze_pdf(
|
| 287 |
-
pdf_path=args.pdf,
|
| 288 |
-
output_path=args.out,
|
| 289 |
-
debug_dir=args.debug_dir
|
| 290 |
-
)
|
| 291 |
-
|
| 292 |
-
# Print result to stdout for CLI use
|
| 293 |
print(json.dumps(result, indent=2), flush=True)
|
| 294 |
|
| 295 |
|
|
|
|
| 1 |
from __future__ import annotations
|
| 2 |
+
|
| 3 |
import argparse
|
| 4 |
import json
|
| 5 |
+
import os
|
| 6 |
import time
|
| 7 |
+
from typing import Any, Dict, List
|
| 8 |
|
| 9 |
from config import load_settings, DEFAULT_FREE_VISION_MODELS
|
| 10 |
from pdf_io import extract_texts_from_pdf, render_pages_to_png_bytes
|
|
|
|
| 20 |
|
| 21 |
|
| 22 |
PROMPT_TEMPLATE = """
|
| 23 |
+
You are an expert financial-report analyst.
|
|
|
|
|
|
|
| 24 |
|
| 25 |
Task:
|
| 26 |
+
Given (a) OCR/native text snippets for certain pages and (b) images of those pages,
|
| 27 |
+
identify page ranges that contain ONLY the three PRIMARY financial statements tables:
|
| 28 |
+
1) Balance Sheet / Statement of Financial Position
|
| 29 |
+
2) Profit & Loss / Income / Earnings / Operations
|
| 30 |
+
3) Cash Flow Statement
|
| 31 |
+
|
| 32 |
+
Important:
|
| 33 |
+
- Many annual reports include BOTH consolidated and standalone statements.
|
| 34 |
+
- You MUST return blocks for BOTH if present.
|
| 35 |
+
- If a statement spans multiple pages, include ALL pages in that block.
|
| 36 |
+
- A continuation page may not repeat the full title; use table structure + line-items.
|
| 37 |
+
|
| 38 |
+
Heuristic candidate blocks (for reference only; you must verify from images+snippets):
|
| 39 |
+
{heuristic_blocks}
|
| 40 |
+
|
| 41 |
+
Pages provided (OCR/native snippets):
|
|
|
|
|
|
|
| 42 |
{page_snippets}
|
| 43 |
|
| 44 |
+
Return STRICT JSON ONLY (no markdown, no commentary).
|
| 45 |
+
Schema (IMPORTANT: each statement is a LIST of blocks):
|
| 46 |
{{
|
| 47 |
+
"balance_sheet": [
|
| 48 |
+
{{
|
| 49 |
+
"scope": "consolidated|standalone|unknown",
|
| 50 |
+
"start_page": <1-indexed int>,
|
| 51 |
+
"end_page": <1-indexed int>,
|
| 52 |
+
"pages": [<1-indexed ints>],
|
| 53 |
+
"confidence": <0..1>,
|
| 54 |
+
"title": "<string or null>",
|
| 55 |
+
"evidence_pages": [<1-indexed ints>]
|
| 56 |
+
}}
|
| 57 |
+
],
|
| 58 |
+
"profit_and_loss": [ ... same block schema ... ],
|
| 59 |
+
"cash_flow": [ ... same block schema ... ],
|
| 60 |
+
"notes": [ "<optional strings>" ]
|
| 61 |
}}
|
| 62 |
|
| 63 |
+
Rules:
|
| 64 |
+
- "pages" must list ALL pages in the block (even if it's one page).
|
| 65 |
+
- start_page = min(pages), end_page = max(pages).
|
| 66 |
+
- If a statement is NOT present, return an empty list for it.
|
| 67 |
+
""".strip()
|
| 68 |
+
|
| 69 |
+
|
| 70 |
+
def _combined_for_snippet(p) -> str:
|
| 71 |
+
a = getattr(p, "extracted_text", "") or ""
|
| 72 |
+
b = getattr(p, "ocr_text", "") or ""
|
| 73 |
+
return (a + "\n" + b).strip()
|
| 74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 75 |
|
| 76 |
+
def build_page_snippets(page_texts: List[Any], selected_pages_0: List[int], max_chars_per_page: int = 1400) -> str:
|
| 77 |
+
parts = []
|
| 78 |
+
for p0 in selected_pages_0:
|
| 79 |
+
pt = page_texts[p0]
|
| 80 |
+
txt = _combined_for_snippet(pt)
|
| 81 |
+
txt = txt[:max_chars_per_page]
|
| 82 |
+
parts.append(f"--- Page {p0+1} ---\n{txt}\n")
|
| 83 |
+
return "\n".join(parts).strip()
|
| 84 |
|
|
|
|
|
|
|
|
|
|
| 85 |
|
| 86 |
+
def format_heuristic_blocks(heuristic_blocks_0_based: dict, max_per_stmt: int = 6) -> str:
|
| 87 |
+
if not isinstance(heuristic_blocks_0_based, dict):
|
| 88 |
+
return "(none)"
|
| 89 |
|
| 90 |
+
lines = []
|
| 91 |
+
for stmt in ["balance_sheet", "profit_and_loss", "cash_flow"]:
|
| 92 |
+
bl = heuristic_blocks_0_based.get(stmt) or []
|
| 93 |
+
if not isinstance(bl, list) or not bl:
|
| 94 |
+
lines.append(f"- {stmt}: (none)")
|
| 95 |
+
continue
|
| 96 |
+
|
| 97 |
+
bl_sorted = sorted(bl, key=lambda b: float(b.get("score") or 0.0), reverse=True)[:max_per_stmt]
|
| 98 |
+
parts = []
|
| 99 |
+
for b in bl_sorted:
|
| 100 |
+
s = int(b.get("start")) + 1
|
| 101 |
+
e = int(b.get("end")) + 1
|
| 102 |
+
scope = (b.get("scope") or "unknown")
|
| 103 |
+
title = b.get("title")
|
| 104 |
+
parts.append(f"{scope}: {s}-{e}" + (f" ({title})" if title else ""))
|
| 105 |
+
lines.append(f"- {stmt}: " + "; ".join(parts))
|
| 106 |
+
return "\n".join(lines)
|
| 107 |
|
| 108 |
|
| 109 |
def validate_ranges(result: dict, page_count: int) -> dict:
|
| 110 |
+
"""
|
| 111 |
+
Normalize model output into list-of-blocks schema.
|
| 112 |
+
Ensures every block has pages list; fixes start/end from pages.
|
| 113 |
+
"""
|
| 114 |
+
def clamp_int(v):
|
| 115 |
+
if v is None or not isinstance(v, int):
|
| 116 |
return None
|
| 117 |
+
return v if 1 <= v <= page_count else None
|
| 118 |
|
| 119 |
+
def normalize_pages(pages_val):
|
| 120 |
+
if not isinstance(pages_val, list):
|
| 121 |
+
return []
|
| 122 |
+
out = [x for x in pages_val if isinstance(x, int) and 1 <= x <= page_count]
|
| 123 |
+
return sorted(set(out))
|
| 124 |
+
|
| 125 |
+
def norm_block(obj) -> dict:
|
| 126 |
if not isinstance(obj, dict):
|
| 127 |
+
obj = {}
|
| 128 |
+
|
| 129 |
+
sp = clamp_int(obj.get("start_page"))
|
| 130 |
+
ep = clamp_int(obj.get("end_page"))
|
| 131 |
+
pages = normalize_pages(obj.get("pages"))
|
| 132 |
+
|
| 133 |
+
if pages and (sp is None or ep is None):
|
| 134 |
+
sp = min(pages)
|
| 135 |
+
ep = max(pages)
|
| 136 |
|
|
|
|
|
|
|
| 137 |
if sp is not None and ep is not None and ep < sp:
|
| 138 |
+
sp, ep, pages = None, None, []
|
| 139 |
+
|
| 140 |
+
if not pages and sp is not None and ep is not None:
|
| 141 |
+
pages = list(range(sp, ep + 1))
|
| 142 |
+
|
| 143 |
+
scope = obj.get("scope")
|
| 144 |
+
if not isinstance(scope, str):
|
| 145 |
+
scope = "unknown"
|
| 146 |
+
scope = scope.lower().strip()
|
| 147 |
+
if scope not in {"consolidated", "standalone", "unknown"}:
|
| 148 |
+
scope = "unknown"
|
| 149 |
+
|
| 150 |
+
conf = obj.get("confidence")
|
| 151 |
+
conf = float(conf) if isinstance(conf, (int, float)) else 0.0
|
| 152 |
+
conf = max(0.0, min(1.0, conf))
|
| 153 |
+
|
| 154 |
+
evidence = obj.get("evidence_pages")
|
| 155 |
+
if not isinstance(evidence, list):
|
| 156 |
+
evidence = []
|
| 157 |
+
evidence = [x for x in evidence if isinstance(x, int) and 1 <= x <= page_count]
|
| 158 |
+
|
| 159 |
+
title = obj.get("title")
|
| 160 |
+
if title is not None and not isinstance(title, str):
|
| 161 |
+
title = None
|
| 162 |
+
|
| 163 |
+
# ALWAYS keep pages list even if single page
|
| 164 |
+
if sp is None or ep is None:
|
| 165 |
+
return {
|
| 166 |
+
"start_page": None,
|
| 167 |
+
"end_page": None,
|
| 168 |
+
"pages": [],
|
| 169 |
+
"scope": scope,
|
| 170 |
+
"confidence": conf,
|
| 171 |
+
"title": title,
|
| 172 |
+
"evidence_pages": evidence,
|
| 173 |
+
}
|
| 174 |
+
|
| 175 |
+
return {
|
| 176 |
+
"start_page": sp,
|
| 177 |
+
"end_page": ep,
|
| 178 |
+
"pages": pages,
|
| 179 |
+
"scope": scope,
|
| 180 |
+
"confidence": conf,
|
| 181 |
+
"title": title,
|
| 182 |
+
"evidence_pages": evidence if evidence else ([sp] if sp else []),
|
| 183 |
+
}
|
| 184 |
+
|
| 185 |
+
for k in ["balance_sheet", "profit_and_loss", "cash_flow"]:
|
| 186 |
+
val = result.get(k)
|
| 187 |
+
if isinstance(val, dict):
|
| 188 |
+
val = [val]
|
| 189 |
+
if not isinstance(val, list):
|
| 190 |
+
val = []
|
| 191 |
+
result[k] = [norm_block(x) for x in val]
|
| 192 |
|
| 193 |
if "notes" not in result or not isinstance(result["notes"], list):
|
| 194 |
result["notes"] = []
|
| 195 |
+
else:
|
| 196 |
+
result["notes"] = [x for x in result["notes"] if isinstance(x, str)]
|
| 197 |
+
|
| 198 |
return result
|
| 199 |
|
| 200 |
|
| 201 |
+
def merge_with_heuristics(result: dict, heuristic_blocks_0_based: dict, page_count: int) -> dict:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 202 |
"""
|
| 203 |
+
Add missing consolidated/standalone blocks if LLM returned only one.
|
| 204 |
+
Also expands single-page LLM blocks if heuristics show a longer block with same start+scope.
|
| 205 |
"""
|
| 206 |
+
if not isinstance(heuristic_blocks_0_based, dict):
|
| 207 |
+
return result
|
| 208 |
+
|
| 209 |
+
def overlap(a, b):
|
| 210 |
+
return not (a[1] < b[0] or b[1] < a[0])
|
| 211 |
+
|
| 212 |
+
for stmt in ["balance_sheet", "profit_and_loss", "cash_flow"]:
|
| 213 |
+
llm_blocks = result.get(stmt) or []
|
| 214 |
+
if not isinstance(llm_blocks, list):
|
| 215 |
+
llm_blocks = []
|
| 216 |
+
|
| 217 |
+
hb = heuristic_blocks_0_based.get(stmt) or []
|
| 218 |
+
heur_blocks = []
|
| 219 |
+
if isinstance(hb, list):
|
| 220 |
+
for b in hb:
|
| 221 |
+
try:
|
| 222 |
+
s = int(b.get("start")) + 1
|
| 223 |
+
e = int(b.get("end")) + 1
|
| 224 |
+
except Exception:
|
| 225 |
+
continue
|
| 226 |
+
if not (1 <= s <= page_count and 1 <= e <= page_count and e >= s):
|
| 227 |
+
continue
|
| 228 |
+
heur_blocks.append(
|
| 229 |
+
{
|
| 230 |
+
"start_page": s,
|
| 231 |
+
"end_page": e,
|
| 232 |
+
"pages": list(range(s, e + 1)),
|
| 233 |
+
"scope": (b.get("scope") or "unknown"),
|
| 234 |
+
"confidence": 0.35,
|
| 235 |
+
"title": b.get("title"),
|
| 236 |
+
"evidence_pages": [s],
|
| 237 |
+
}
|
| 238 |
+
)
|
| 239 |
+
|
| 240 |
+
# expand single-page blocks using heuristics
|
| 241 |
+
for lb in llm_blocks:
|
| 242 |
+
if not isinstance(lb, dict):
|
| 243 |
+
continue
|
| 244 |
+
sp = lb.get("start_page")
|
| 245 |
+
ep = lb.get("end_page")
|
| 246 |
+
scope = (lb.get("scope") or "unknown")
|
| 247 |
+
if sp is None or ep is None:
|
| 248 |
+
continue
|
| 249 |
+
if sp == ep:
|
| 250 |
+
for hb2 in heur_blocks:
|
| 251 |
+
if hb2["scope"] == scope and hb2["start_page"] == sp and hb2["end_page"] > ep:
|
| 252 |
+
lb["end_page"] = hb2["end_page"]
|
| 253 |
+
lb["pages"] = hb2["pages"]
|
| 254 |
+
break
|
| 255 |
+
|
| 256 |
+
present_ranges = [
|
| 257 |
+
(b.get("start_page"), b.get("end_page"))
|
| 258 |
+
for b in llm_blocks
|
| 259 |
+
if isinstance(b, dict) and b.get("start_page") and b.get("end_page")
|
| 260 |
+
]
|
| 261 |
+
present_scopes = {(b.get("scope") or "unknown") for b in llm_blocks if isinstance(b, dict)}
|
| 262 |
+
|
| 263 |
+
# add missing scope blocks (common: consolidated + standalone)
|
| 264 |
+
for hb2 in heur_blocks:
|
| 265 |
+
if hb2["scope"] in present_scopes and len(heur_blocks) > 1:
|
| 266 |
+
continue
|
| 267 |
+
r = (hb2["start_page"], hb2["end_page"])
|
| 268 |
+
if any(overlap(r, (ps, pe)) for (ps, pe) in present_ranges if ps and pe):
|
| 269 |
+
continue
|
| 270 |
+
llm_blocks.append(hb2)
|
| 271 |
+
present_scopes.add(hb2["scope"])
|
| 272 |
+
present_ranges.append(r)
|
| 273 |
+
|
| 274 |
+
llm_blocks = [b for b in llm_blocks if isinstance(b, dict)]
|
| 275 |
+
llm_blocks.sort(key=lambda b: (b.get("start_page") or 10**9, b.get("end_page") or 10**9))
|
| 276 |
+
result[stmt] = llm_blocks
|
| 277 |
+
|
| 278 |
+
return result
|
| 279 |
|
| 280 |
+
|
| 281 |
+
def analyze_pdf(
|
| 282 |
+
pdf_path: str,
|
| 283 |
+
output_path: str = "",
|
| 284 |
+
debug_dir: str = "",
|
| 285 |
+
openrouter_api_key: str | None = None,
|
| 286 |
+
) -> Dict[str, Any]:
|
| 287 |
+
settings = load_settings(openrouter_api_key=openrouter_api_key or os.getenv("OPENROUTER_API_KEY", "").strip())
|
| 288 |
+
|
| 289 |
+
t0 = time.time()
|
| 290 |
+
print(f"[1/6] Extracting text/OCR from PDF: {pdf_path}", flush=True)
|
| 291 |
page_texts, page_count = extract_texts_from_pdf(
|
| 292 |
pdf_path=pdf_path,
|
| 293 |
+
dpi=settings.dpi,
|
| 294 |
+
ocr_lang=settings.ocr_lang,
|
| 295 |
+
min_text_chars_for_digital=settings.min_text_chars_for_digital,
|
| 296 |
)
|
| 297 |
+
print(f" -> pages: {page_count} (t={time.time()-t0:.1f}s)", flush=True)
|
| 298 |
|
| 299 |
+
print(f"[2/6] Building statement candidates + heuristic blocks...", flush=True)
|
| 300 |
+
candidates, debug_info = build_candidate_lists(
|
| 301 |
+
pages=page_texts,
|
| 302 |
+
page_count=page_count,
|
| 303 |
+
topk_per_statement=settings.topk_per_statement,
|
| 304 |
+
continuation_max_forward=settings.continuation_max_forward,
|
| 305 |
+
debug=True,
|
| 306 |
+
)
|
|
|
|
| 307 |
|
| 308 |
+
print("[3/6] Selecting pages to send to LLM (images)...", flush=True)
|
| 309 |
+
selected_pages_0 = select_pages_for_llm(
|
| 310 |
candidates=candidates,
|
| 311 |
+
debug_info=debug_info,
|
| 312 |
page_count=page_count,
|
| 313 |
+
max_images=settings.max_images,
|
| 314 |
+
max_blocks_per_statement=settings.max_blocks_per_statement,
|
| 315 |
)
|
| 316 |
+
print(f" -> selected {len(selected_pages_0)} pages: {[p+1 for p in selected_pages_0]}", flush=True)
|
| 317 |
|
| 318 |
+
print("[4/6] Rendering selected pages to PNG bytes...", flush=True)
|
| 319 |
+
images = render_pages_to_png_bytes(pdf_path, selected_pages_0, dpi=settings.dpi)
|
|
|
|
| 320 |
|
| 321 |
+
heuristic_blocks_str = format_heuristic_blocks(debug_info.get("heuristic_blocks_0_based") or {})
|
| 322 |
+
snippets = build_page_snippets(page_texts, selected_pages_0)
|
| 323 |
+
|
| 324 |
+
prompt = PROMPT_TEMPLATE.format(
|
| 325 |
+
heuristic_blocks=heuristic_blocks_str,
|
| 326 |
+
page_snippets=snippets,
|
| 327 |
+
)
|
| 328 |
+
|
| 329 |
+
# Choose model
|
| 330 |
+
model = settings.openrouter_model
|
| 331 |
+
if not model:
|
| 332 |
+
print("[5/6] Selecting a free vision model from OpenRouter...", flush=True)
|
| 333 |
+
model = choose_free_vision_model(settings.openrouter_api_key, DEFAULT_FREE_VISION_MODELS)
|
| 334 |
+
print(f"[5/6] Calling OpenRouter model: {model}", flush=True)
|
| 335 |
+
|
| 336 |
+
messages = [
|
| 337 |
+
# {"role": "system", "content": "Return STRICT JSON only."},
|
| 338 |
+
make_user_message_with_images(prompt, images),
|
| 339 |
+
]
|
| 340 |
+
|
| 341 |
+
raw = chat_completion(settings.openrouter_api_key, model=model, messages=messages, temperature=0.0, max_tokens=1400)
|
| 342 |
+
raw_text = (raw.content or "").strip()
|
| 343 |
+
|
| 344 |
+
print("[6/6] Parsing model output...", flush=True)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 345 |
try:
|
| 346 |
+
parsed = robust_json_loads(raw_text)
|
|
|
|
| 347 |
except Exception as e:
|
| 348 |
+
print(" -> JSON parse failed, attempting repair:", str(e), flush=True)
|
| 349 |
+
text_model = choose_any_free_text_model(settings.openrouter_api_key)
|
| 350 |
+
fixed = repair_to_json(settings.openrouter_api_key, raw_text, model=text_model)
|
| 351 |
+
parsed = robust_json_loads(fixed)
|
| 352 |
+
|
| 353 |
+
if not isinstance(parsed, dict):
|
| 354 |
+
parsed = {"balance_sheet": [], "profit_and_loss": [], "cash_flow": [], "notes": []}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 355 |
|
| 356 |
+
parsed = validate_ranges(parsed, page_count=page_count)
|
| 357 |
+
parsed = merge_with_heuristics(parsed, debug_info.get("heuristic_blocks_0_based") or {}, page_count=page_count)
|
| 358 |
+
|
| 359 |
+
result: Dict[str, Any] = dict(parsed)
|
| 360 |
result["debug"] = {
|
| 361 |
+
"selected_pages_1_based": [p + 1 for p in selected_pages_0],
|
| 362 |
+
"candidates_top": debug_info.get("top_scoring", {}),
|
| 363 |
+
"heuristic_blocks_0_based": debug_info.get("heuristic_blocks_0_based", {}),
|
| 364 |
+
"item8_toc_page_1_based": (debug_info.get("item8_toc_page") + 1) if debug_info.get("item8_toc_page") is not None else None,
|
|
|
|
| 365 |
}
|
| 366 |
|
| 367 |
if output_path:
|
| 368 |
with open(output_path, "w", encoding="utf-8") as f:
|
| 369 |
json.dump(result, f, indent=2)
|
| 370 |
+
print(f"Saved output -> {output_path}", flush=True)
|
| 371 |
|
| 372 |
return result
|
| 373 |
|
| 374 |
|
| 375 |
def main():
|
| 376 |
ap = argparse.ArgumentParser()
|
| 377 |
+
ap.add_argument("--pdf", required=True, help="Path to input PDF")
|
| 378 |
+
ap.add_argument("--out", required=False, default="", help="Path to output JSON file")
|
| 379 |
+
ap.add_argument("--debug_dir", required=False, default="", help="Directory to store debug artifacts (optional)")
|
| 380 |
args = ap.parse_args()
|
| 381 |
|
| 382 |
+
result = analyze_pdf(pdf_path=args.pdf, output_path=args.out, debug_dir=args.debug_dir)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 383 |
print(json.dumps(result, indent=2), flush=True)
|
| 384 |
|
| 385 |
|
openrouter_client.py
CHANGED
|
@@ -1,4 +1,5 @@
|
|
| 1 |
from __future__ import annotations
|
|
|
|
| 2 |
import base64
|
| 3 |
import json
|
| 4 |
import re
|
|
@@ -7,6 +8,7 @@ from typing import Any, Dict, List, Optional, Tuple
|
|
| 7 |
|
| 8 |
import requests
|
| 9 |
|
|
|
|
| 10 |
OPENROUTER_CHAT_URL = "https://openrouter.ai/api/v1/chat/completions"
|
| 11 |
OPENROUTER_MODELS_URL = "https://openrouter.ai/api/v1/models"
|
| 12 |
|
|
@@ -14,8 +16,8 @@ OPENROUTER_MODELS_URL = "https://openrouter.ai/api/v1/models"
|
|
| 14 |
@dataclass
|
| 15 |
class ChatResult:
|
| 16 |
content: str
|
| 17 |
-
|
| 18 |
-
native_finish_reason: str
|
| 19 |
tool_calls: Any
|
| 20 |
raw: dict
|
| 21 |
|
|
@@ -27,62 +29,39 @@ def list_models(api_key: str) -> dict:
|
|
| 27 |
return r.json()
|
| 28 |
|
| 29 |
|
| 30 |
-
def choose_free_vision_model(api_key: str, preferred:
|
| 31 |
models = list_models(api_key).get("data", [])
|
| 32 |
-
|
| 33 |
-
|
| 34 |
-
|
| 35 |
-
|
| 36 |
-
|
| 37 |
-
return float(pricing.get("prompt", "1")) == 0.0 and float(pricing.get("completion", "1")) == 0.0
|
| 38 |
-
except Exception:
|
| 39 |
-
return False
|
| 40 |
|
| 41 |
-
|
| 42 |
-
arch = (m.get("architecture") or {})
|
| 43 |
-
in_mods = set(arch.get("input_modalities") or [])
|
| 44 |
-
return "image" in in_mods
|
| 45 |
-
|
| 46 |
-
# Preferred first
|
| 47 |
-
for mid in preferred:
|
| 48 |
-
m = by_id.get(mid)
|
| 49 |
-
if m and is_free(m) and is_vision(m):
|
| 50 |
-
return mid
|
| 51 |
-
|
| 52 |
-
# Any free vision
|
| 53 |
for m in models:
|
| 54 |
-
if
|
| 55 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 56 |
|
| 57 |
-
raise RuntimeError("Could not find any free vision-capable model in /models.")
|
| 58 |
|
| 59 |
|
| 60 |
-
def choose_any_free_text_model(api_key: str
|
| 61 |
models = list_models(api_key).get("data", [])
|
| 62 |
-
by_id = {m.get("id"): m for m in models}
|
| 63 |
-
|
| 64 |
-
def is_free(m: dict) -> bool:
|
| 65 |
-
pricing = m.get("pricing") or {}
|
| 66 |
-
try:
|
| 67 |
-
return float(pricing.get("prompt", "1")) == 0.0 and float(pricing.get("completion", "1")) == 0.0
|
| 68 |
-
except Exception:
|
| 69 |
-
return False
|
| 70 |
-
|
| 71 |
-
def is_text_input(m: dict) -> bool:
|
| 72 |
-
arch = (m.get("architecture") or {})
|
| 73 |
-
in_mods = set(arch.get("input_modalities") or [])
|
| 74 |
-
return "text" in in_mods
|
| 75 |
-
|
| 76 |
-
if preferred:
|
| 77 |
-
for mid in preferred:
|
| 78 |
-
m = by_id.get(mid)
|
| 79 |
-
if m and is_free(m) and is_text_input(m):
|
| 80 |
-
return mid
|
| 81 |
-
|
| 82 |
for m in models:
|
| 83 |
-
if
|
| 84 |
-
|
| 85 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
| 86 |
raise RuntimeError("Could not find any free text-capable model in /models.")
|
| 87 |
|
| 88 |
|
|
@@ -91,19 +70,16 @@ def _img_bytes_to_data_url(png_bytes: bytes) -> str:
|
|
| 91 |
return f"data:image/png;base64,{b64}"
|
| 92 |
|
| 93 |
|
| 94 |
-
def make_user_message_with_images(prompt_text: str, images:
|
| 95 |
"""
|
| 96 |
-
OpenRouter follows OpenAI chat schema
|
| 97 |
-
We include both keys for maximum compatibility.
|
| 98 |
"""
|
| 99 |
-
content:
|
| 100 |
-
for
|
| 101 |
-
url = _img_bytes_to_data_url(im)
|
| 102 |
content.append(
|
| 103 |
{
|
| 104 |
"type": "image_url",
|
| 105 |
-
"image_url": {"url":
|
| 106 |
-
"imageUrl": {"url": url}, # SDK-style
|
| 107 |
}
|
| 108 |
)
|
| 109 |
return {"role": "user", "content": content}
|
|
@@ -112,145 +88,101 @@ def make_user_message_with_images(prompt_text: str, images: list[bytes]) -> dict
|
|
| 112 |
def chat_completion(
|
| 113 |
api_key: str,
|
| 114 |
model: str,
|
| 115 |
-
messages:
|
| 116 |
-
max_tokens: int = 2000,
|
| 117 |
temperature: float = 0.0,
|
| 118 |
-
|
| 119 |
-
extra: dict | None = None,
|
| 120 |
) -> ChatResult:
|
| 121 |
headers = {
|
| 122 |
"Authorization": f"Bearer {api_key}",
|
| 123 |
"Content-Type": "application/json",
|
| 124 |
-
"HTTP-Referer": "http://localhost",
|
| 125 |
-
"X-Title": "fin-statement-page-locator",
|
| 126 |
}
|
| 127 |
-
|
| 128 |
-
payload: dict[str, Any] = {
|
| 129 |
"model": model,
|
| 130 |
"messages": messages,
|
| 131 |
"temperature": temperature,
|
| 132 |
"max_tokens": max_tokens,
|
| 133 |
-
# Force no tool calls even if provider supports them
|
| 134 |
-
"tool_choice": "none",
|
| 135 |
}
|
| 136 |
-
|
| 137 |
-
if require_json:
|
| 138 |
-
# OpenRouter supports response_format json_object (JSON mode)
|
| 139 |
-
payload["response_format"] = {"type": "json_object"}
|
| 140 |
-
|
| 141 |
-
if extra:
|
| 142 |
-
payload.update(extra)
|
| 143 |
-
|
| 144 |
r = requests.post(OPENROUTER_CHAT_URL, headers=headers, json=payload, timeout=180)
|
|
|
|
|
|
|
| 145 |
r.raise_for_status()
|
| 146 |
data = r.json()
|
| 147 |
|
| 148 |
-
#
|
| 149 |
-
|
| 150 |
-
|
| 151 |
-
|
| 152 |
-
|
| 153 |
-
|
| 154 |
-
native_finish_reason=None,
|
| 155 |
-
tool_calls=None,
|
| 156 |
-
raw=data,
|
| 157 |
-
)
|
| 158 |
-
|
| 159 |
-
choice0 = (data.get("choices") or [{}])[0]
|
| 160 |
-
msg = choice0.get("message") or {}
|
| 161 |
-
|
| 162 |
-
content = (msg.get("content") or "").strip()
|
| 163 |
-
tool_calls = msg.get("tool_calls") or msg.get("toolCalls")
|
| 164 |
|
| 165 |
return ChatResult(
|
| 166 |
-
content=content,
|
| 167 |
-
|
| 168 |
-
native_finish_reason=
|
| 169 |
tool_calls=tool_calls,
|
| 170 |
raw=data,
|
| 171 |
)
|
| 172 |
|
| 173 |
|
| 174 |
-
|
| 175 |
-
|
| 176 |
-
m = re.search(r"```(?:json)?\s*([\s\S]*?)\s*```", s, flags=re.IGNORECASE)
|
| 177 |
-
if m:
|
| 178 |
-
return m.group(1).strip()
|
| 179 |
-
return None
|
| 180 |
|
| 181 |
|
| 182 |
-
def
|
| 183 |
"""
|
| 184 |
-
Extract the first
|
| 185 |
"""
|
| 186 |
-
|
| 187 |
-
|
| 188 |
-
|
| 189 |
-
|
| 190 |
-
|
| 191 |
-
|
| 192 |
-
ch = s[i]
|
| 193 |
-
if ch == "{":
|
| 194 |
-
depth += 1
|
| 195 |
-
elif ch == "}":
|
| 196 |
-
depth -= 1
|
| 197 |
-
if depth == 0:
|
| 198 |
-
return s[start : i + 1]
|
| 199 |
-
return None
|
| 200 |
-
|
| 201 |
-
|
| 202 |
-
def robust_json_loads(s: str) -> dict:
|
| 203 |
-
s = (s or "").strip()
|
| 204 |
-
if not s:
|
| 205 |
-
raise ValueError("Empty model content (no JSON to parse).")
|
| 206 |
-
|
| 207 |
-
# 1) direct parse
|
| 208 |
try:
|
| 209 |
-
return json.loads(
|
| 210 |
except Exception:
|
| 211 |
pass
|
| 212 |
|
| 213 |
-
#
|
| 214 |
-
|
| 215 |
-
if
|
|
|
|
| 216 |
try:
|
| 217 |
-
return json.loads(
|
| 218 |
except Exception:
|
| 219 |
pass
|
| 220 |
|
| 221 |
-
#
|
| 222 |
-
|
| 223 |
-
if
|
| 224 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
| 225 |
|
| 226 |
-
raise ValueError("Could not parse JSON from model output
|
| 227 |
|
| 228 |
|
| 229 |
-
def repair_to_json(
|
| 230 |
-
api_key: str,
|
| 231 |
-
model: str,
|
| 232 |
-
bad_output: str,
|
| 233 |
-
schema_hint: str,
|
| 234 |
-
) -> dict:
|
| 235 |
"""
|
| 236 |
-
|
| 237 |
"""
|
| 238 |
-
|
| 239 |
-
|
| 240 |
-
|
| 241 |
-
|
| 242 |
-
|
|
|
|
| 243 |
|
| 244 |
-
Content to convert:
|
| 245 |
-
{bad_output}
|
| 246 |
-
"""
|
| 247 |
-
msg = {"role": "user", "content": repair_prompt}
|
| 248 |
res = chat_completion(
|
| 249 |
api_key=api_key,
|
| 250 |
model=model,
|
| 251 |
-
messages=[
|
| 252 |
-
|
|
|
|
|
|
|
| 253 |
temperature=0.0,
|
| 254 |
-
|
| 255 |
)
|
| 256 |
-
return
|
|
|
|
| 1 |
from __future__ import annotations
|
| 2 |
+
|
| 3 |
import base64
|
| 4 |
import json
|
| 5 |
import re
|
|
|
|
| 8 |
|
| 9 |
import requests
|
| 10 |
|
| 11 |
+
|
| 12 |
OPENROUTER_CHAT_URL = "https://openrouter.ai/api/v1/chat/completions"
|
| 13 |
OPENROUTER_MODELS_URL = "https://openrouter.ai/api/v1/models"
|
| 14 |
|
|
|
|
| 16 |
@dataclass
|
| 17 |
class ChatResult:
|
| 18 |
content: str
|
| 19 |
+
model: str
|
| 20 |
+
native_finish_reason: Optional[str]
|
| 21 |
tool_calls: Any
|
| 22 |
raw: dict
|
| 23 |
|
|
|
|
| 29 |
return r.json()
|
| 30 |
|
| 31 |
|
| 32 |
+
def choose_free_vision_model(api_key: str, preferred: List[str]) -> str:
|
| 33 |
models = list_models(api_key).get("data", [])
|
| 34 |
+
# try preferred first
|
| 35 |
+
available = {m.get("id") for m in models if isinstance(m, dict)}
|
| 36 |
+
for p in preferred:
|
| 37 |
+
if p in available:
|
| 38 |
+
return p
|
|
|
|
|
|
|
|
|
|
| 39 |
|
| 40 |
+
# fallback: any model with ":free" + some vision hint in the metadata
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 41 |
for m in models:
|
| 42 |
+
if not isinstance(m, dict):
|
| 43 |
+
continue
|
| 44 |
+
mid = m.get("id", "")
|
| 45 |
+
if ":free" not in mid:
|
| 46 |
+
continue
|
| 47 |
+
# crude heuristic: many vision models have "vl" or "vision" somewhere
|
| 48 |
+
text = json.dumps(m).lower()
|
| 49 |
+
if ("vision" in text) or ("image" in text) or ("vl" in mid.lower()):
|
| 50 |
+
return mid
|
| 51 |
|
| 52 |
+
raise RuntimeError("Could not find any free vision-capable model in /models. Set OPENROUTER_MODEL explicitly.")
|
| 53 |
|
| 54 |
|
| 55 |
+
def choose_any_free_text_model(api_key: str) -> str:
|
| 56 |
models = list_models(api_key).get("data", [])
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 57 |
for m in models:
|
| 58 |
+
if not isinstance(m, dict):
|
| 59 |
+
continue
|
| 60 |
+
mid = m.get("id", "")
|
| 61 |
+
if ":free" not in mid:
|
| 62 |
+
continue
|
| 63 |
+
# exclude known vision-only ids if any; otherwise allow
|
| 64 |
+
return mid
|
| 65 |
raise RuntimeError("Could not find any free text-capable model in /models.")
|
| 66 |
|
| 67 |
|
|
|
|
| 70 |
return f"data:image/png;base64,{b64}"
|
| 71 |
|
| 72 |
|
| 73 |
+
def make_user_message_with_images(prompt_text: str, images: List[bytes]) -> dict:
|
| 74 |
"""
|
| 75 |
+
OpenRouter follows OpenAI chat schema. Use 'image_url' (snake) which is supported by OpenAI-style APIs.
|
|
|
|
| 76 |
"""
|
| 77 |
+
content: List[dict] = [{"type": "text", "text": prompt_text}]
|
| 78 |
+
for b in images:
|
|
|
|
| 79 |
content.append(
|
| 80 |
{
|
| 81 |
"type": "image_url",
|
| 82 |
+
"image_url": {"url": _img_bytes_to_data_url(b)},
|
|
|
|
| 83 |
}
|
| 84 |
)
|
| 85 |
return {"role": "user", "content": content}
|
|
|
|
| 88 |
def chat_completion(
|
| 89 |
api_key: str,
|
| 90 |
model: str,
|
| 91 |
+
messages: List[dict],
|
|
|
|
| 92 |
temperature: float = 0.0,
|
| 93 |
+
max_tokens: int = 1200,
|
|
|
|
| 94 |
) -> ChatResult:
|
| 95 |
headers = {
|
| 96 |
"Authorization": f"Bearer {api_key}",
|
| 97 |
"Content-Type": "application/json",
|
|
|
|
|
|
|
| 98 |
}
|
| 99 |
+
payload = {
|
|
|
|
| 100 |
"model": model,
|
| 101 |
"messages": messages,
|
| 102 |
"temperature": temperature,
|
| 103 |
"max_tokens": max_tokens,
|
|
|
|
|
|
|
| 104 |
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 105 |
r = requests.post(OPENROUTER_CHAT_URL, headers=headers, json=payload, timeout=180)
|
| 106 |
+
if r.status_code != 200:
|
| 107 |
+
print(f"API Error {r.status_code}: {r.text}", flush=True)
|
| 108 |
r.raise_for_status()
|
| 109 |
data = r.json()
|
| 110 |
|
| 111 |
+
# OpenAI-like response
|
| 112 |
+
choice = (data.get("choices") or [{}])[0]
|
| 113 |
+
msg = choice.get("message") or {}
|
| 114 |
+
content = msg.get("content") or ""
|
| 115 |
+
tool_calls = msg.get("tool_calls")
|
| 116 |
+
finish = choice.get("finish_reason")
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 117 |
|
| 118 |
return ChatResult(
|
| 119 |
+
content=content if isinstance(content, str) else json.dumps(content),
|
| 120 |
+
model=data.get("model") or model,
|
| 121 |
+
native_finish_reason=finish,
|
| 122 |
tool_calls=tool_calls,
|
| 123 |
raw=data,
|
| 124 |
)
|
| 125 |
|
| 126 |
|
| 127 |
+
_JSON_OBJ_RE = re.compile(r"\{.*\}", re.DOTALL)
|
| 128 |
+
_JSON_ARR_RE = re.compile(r"\[.*\]", re.DOTALL)
|
|
|
|
|
|
|
|
|
|
|
|
|
| 129 |
|
| 130 |
|
| 131 |
+
def robust_json_loads(text: str) -> Any:
|
| 132 |
"""
|
| 133 |
+
Extract the first valid JSON object/array from a messy LLM output.
|
| 134 |
"""
|
| 135 |
+
if not text:
|
| 136 |
+
raise ValueError("Empty model output.")
|
| 137 |
+
|
| 138 |
+
t = text.strip()
|
| 139 |
+
|
| 140 |
+
# direct try
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 141 |
try:
|
| 142 |
+
return json.loads(t)
|
| 143 |
except Exception:
|
| 144 |
pass
|
| 145 |
|
| 146 |
+
# try find object
|
| 147 |
+
m = _JSON_OBJ_RE.search(t)
|
| 148 |
+
if m:
|
| 149 |
+
cand = m.group(0)
|
| 150 |
try:
|
| 151 |
+
return json.loads(cand)
|
| 152 |
except Exception:
|
| 153 |
pass
|
| 154 |
|
| 155 |
+
# try find array
|
| 156 |
+
m = _JSON_ARR_RE.search(t)
|
| 157 |
+
if m:
|
| 158 |
+
cand = m.group(0)
|
| 159 |
+
try:
|
| 160 |
+
return json.loads(cand)
|
| 161 |
+
except Exception:
|
| 162 |
+
pass
|
| 163 |
|
| 164 |
+
raise ValueError("Could not parse JSON from model output.")
|
| 165 |
|
| 166 |
|
| 167 |
+
def repair_to_json(api_key: str, bad_text: str, model: str) -> str:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 168 |
"""
|
| 169 |
+
Uses a free text model to rewrite messy output into strict JSON only.
|
| 170 |
"""
|
| 171 |
+
sys = (
|
| 172 |
+
"You are a strict JSON formatter. "
|
| 173 |
+
"Return ONLY valid JSON. No markdown, no commentary. "
|
| 174 |
+
"Preserve keys/values if possible."
|
| 175 |
+
)
|
| 176 |
+
user = f"Convert this into valid JSON ONLY:\n\n{bad_text}"
|
| 177 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 178 |
res = chat_completion(
|
| 179 |
api_key=api_key,
|
| 180 |
model=model,
|
| 181 |
+
messages=[
|
| 182 |
+
{"role": "system", "content": sys},
|
| 183 |
+
{"role": "user", "content": user},
|
| 184 |
+
],
|
| 185 |
temperature=0.0,
|
| 186 |
+
max_tokens=1200,
|
| 187 |
)
|
| 188 |
+
return res.content.strip()
|
pdf_io.py
CHANGED
|
@@ -1,10 +1,15 @@
|
|
| 1 |
from __future__ import annotations
|
|
|
|
| 2 |
from dataclasses import dataclass
|
| 3 |
-
from typing import List,
|
|
|
|
| 4 |
import fitz # PyMuPDF
|
| 5 |
from PIL import Image
|
| 6 |
import io
|
| 7 |
|
|
|
|
|
|
|
|
|
|
| 8 |
@dataclass
|
| 9 |
class PageText:
|
| 10 |
page_index: int # 0-based
|
|
@@ -12,38 +17,39 @@ class PageText:
|
|
| 12 |
ocr_text: str
|
| 13 |
used_ocr: bool
|
| 14 |
|
|
|
|
| 15 |
def _safe_text(s: str) -> str:
|
| 16 |
return (s or "").replace("\x00", " ").strip()
|
| 17 |
|
| 18 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 19 |
page = doc.load_page(page_index)
|
| 20 |
zoom = dpi / 72.0
|
| 21 |
mat = fitz.Matrix(zoom, zoom)
|
| 22 |
pix = page.get_pixmap(matrix=mat, alpha=False)
|
| 23 |
-
img = Image.
|
| 24 |
return img
|
| 25 |
|
|
|
|
| 26 |
def ocr_pil_image(img: Image.Image, lang: str = "eng") -> str:
|
| 27 |
-
|
| 28 |
-
|
| 29 |
-
except Exception as e:
|
| 30 |
-
raise RuntimeError(
|
| 31 |
-
"pytesseract not available. Install pytesseract and system Tesseract OCR."
|
| 32 |
-
) from e
|
| 33 |
-
|
| 34 |
-
# psm 6: assume a block of text (good for tables + headings)
|
| 35 |
-
txt = pytesseract.image_to_string(img, lang=lang, config="--psm 6")
|
| 36 |
return _safe_text(txt)
|
| 37 |
|
| 38 |
-
def is_likely_scanned(extracted_text: str, min_chars: int) -> bool:
|
| 39 |
-
# If the page has almost no selectable text, it’s probably scanned.
|
| 40 |
-
return len(_safe_text(extracted_text)) < min_chars
|
| 41 |
|
| 42 |
def extract_texts_from_pdf(
|
| 43 |
pdf_path: str,
|
| 44 |
-
dpi: int,
|
| 45 |
-
ocr_lang: str,
|
| 46 |
-
min_text_chars_for_digital: int,
|
| 47 |
) -> Tuple[List[PageText], int]:
|
| 48 |
doc = fitz.open(pdf_path)
|
| 49 |
page_count = doc.page_count
|
|
@@ -63,13 +69,14 @@ def extract_texts_from_pdf(
|
|
| 63 |
doc.close()
|
| 64 |
return results, page_count
|
| 65 |
|
| 66 |
-
|
|
|
|
| 67 |
doc = fitz.open(pdf_path)
|
| 68 |
-
out:
|
| 69 |
for p in page_indices:
|
| 70 |
img = render_page_to_pil(doc, p, dpi=dpi)
|
| 71 |
buf = io.BytesIO()
|
| 72 |
img.save(buf, format="PNG")
|
| 73 |
-
out
|
| 74 |
doc.close()
|
| 75 |
return out
|
|
|
|
| 1 |
from __future__ import annotations
|
| 2 |
+
|
| 3 |
from dataclasses import dataclass
|
| 4 |
+
from typing import List, Tuple
|
| 5 |
+
|
| 6 |
import fitz # PyMuPDF
|
| 7 |
from PIL import Image
|
| 8 |
import io
|
| 9 |
|
| 10 |
+
import pytesseract
|
| 11 |
+
|
| 12 |
+
|
| 13 |
@dataclass
|
| 14 |
class PageText:
|
| 15 |
page_index: int # 0-based
|
|
|
|
| 17 |
ocr_text: str
|
| 18 |
used_ocr: bool
|
| 19 |
|
| 20 |
+
|
| 21 |
def _safe_text(s: str) -> str:
|
| 22 |
return (s or "").replace("\x00", " ").strip()
|
| 23 |
|
| 24 |
+
|
| 25 |
+
def is_likely_scanned(extracted_text: str, min_text_chars_for_digital: int) -> bool:
|
| 26 |
+
"""
|
| 27 |
+
Simple heuristic: if the native extracted text is too short, likely scanned.
|
| 28 |
+
"""
|
| 29 |
+
t = _safe_text(extracted_text)
|
| 30 |
+
return len(t) < min_text_chars_for_digital
|
| 31 |
+
|
| 32 |
+
|
| 33 |
+
def render_page_to_pil(doc: fitz.Document, page_index: int, dpi: int = 200) -> Image.Image:
|
| 34 |
page = doc.load_page(page_index)
|
| 35 |
zoom = dpi / 72.0
|
| 36 |
mat = fitz.Matrix(zoom, zoom)
|
| 37 |
pix = page.get_pixmap(matrix=mat, alpha=False)
|
| 38 |
+
img = Image.open(io.BytesIO(pix.tobytes("png"))).convert("RGB")
|
| 39 |
return img
|
| 40 |
|
| 41 |
+
|
| 42 |
def ocr_pil_image(img: Image.Image, lang: str = "eng") -> str:
|
| 43 |
+
# You can also add config like "--psm 6" if needed.
|
| 44 |
+
txt = pytesseract.image_to_string(img, lang=lang)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 45 |
return _safe_text(txt)
|
| 46 |
|
|
|
|
|
|
|
|
|
|
| 47 |
|
| 48 |
def extract_texts_from_pdf(
|
| 49 |
pdf_path: str,
|
| 50 |
+
dpi: int = 200,
|
| 51 |
+
ocr_lang: str = "eng",
|
| 52 |
+
min_text_chars_for_digital: int = 80,
|
| 53 |
) -> Tuple[List[PageText], int]:
|
| 54 |
doc = fitz.open(pdf_path)
|
| 55 |
page_count = doc.page_count
|
|
|
|
| 69 |
doc.close()
|
| 70 |
return results, page_count
|
| 71 |
|
| 72 |
+
|
| 73 |
+
def render_pages_to_png_bytes(pdf_path: str, page_indices: List[int], dpi: int = 200) -> List[bytes]:
|
| 74 |
doc = fitz.open(pdf_path)
|
| 75 |
+
out: List[bytes] = []
|
| 76 |
for p in page_indices:
|
| 77 |
img = render_page_to_pil(doc, p, dpi=dpi)
|
| 78 |
buf = io.BytesIO()
|
| 79 |
img.save(buf, format="PNG")
|
| 80 |
+
out.append(buf.getvalue())
|
| 81 |
doc.close()
|
| 82 |
return out
|
requirements.txt
CHANGED
|
@@ -5,4 +5,4 @@ pymupdf
|
|
| 5 |
pillow
|
| 6 |
requests
|
| 7 |
python-dotenv
|
| 8 |
-
pytesseract
|
|
|
|
| 5 |
pillow
|
| 6 |
requests
|
| 7 |
python-dotenv
|
| 8 |
+
pytesseract
|
statement_candidates.py
CHANGED
|
@@ -1,22 +1,19 @@
|
|
| 1 |
-
# statement_candidates.py
|
| 2 |
from __future__ import annotations
|
| 3 |
|
| 4 |
import re
|
| 5 |
-
from dataclasses import dataclass
|
| 6 |
-
from typing import Any, Dict, List, Optional, Sequence, Tuple
|
| 7 |
import difflib
|
|
|
|
| 8 |
|
| 9 |
|
| 10 |
# =========================
|
| 11 |
-
# Targets (
|
| 12 |
# =========================
|
| 13 |
TARGETS = ["balance_sheet", "profit_and_loss", "cash_flow"]
|
|
|
|
| 14 |
|
| 15 |
-
# Auxiliary statements used ONLY for delimiting ranges (helpful in 10-K order)
|
| 16 |
-
AUX = ["comprehensive_income", "equity", "notes"]
|
| 17 |
|
| 18 |
# =========================
|
| 19 |
-
# Title variants
|
| 20 |
# =========================
|
| 21 |
TITLE_VARIANTS: Dict[str, List[str]] = {
|
| 22 |
"balance_sheet": [
|
|
@@ -24,9 +21,10 @@ TITLE_VARIANTS: Dict[str, List[str]] = {
|
|
| 24 |
"Standalone Balance Sheets",
|
| 25 |
"Balance Sheets",
|
| 26 |
"Statement of Financial Position",
|
|
|
|
| 27 |
],
|
| 28 |
"profit_and_loss": [
|
| 29 |
-
"Consolidated Statements of Earnings",
|
| 30 |
"Standalone Statements of Earnings",
|
| 31 |
"Consolidated Statements of Operations",
|
| 32 |
"Standalone Statements of Operations",
|
|
@@ -34,6 +32,7 @@ TITLE_VARIANTS: Dict[str, List[str]] = {
|
|
| 34 |
"Standalone Statements of Income",
|
| 35 |
"Income Statement",
|
| 36 |
"Statement of Profit and Loss",
|
|
|
|
| 37 |
],
|
| 38 |
"cash_flow": [
|
| 39 |
"Consolidated Statements of Cash Flows",
|
|
@@ -41,7 +40,7 @@ TITLE_VARIANTS: Dict[str, List[str]] = {
|
|
| 41 |
"Statement of Cash Flows",
|
| 42 |
"Cash Flow Statement",
|
| 43 |
],
|
| 44 |
-
#
|
| 45 |
"comprehensive_income": [
|
| 46 |
"Consolidated Statements of Comprehensive Income",
|
| 47 |
"Standalone Statements of Comprehensive Income",
|
|
@@ -60,12 +59,8 @@ TITLE_VARIANTS: Dict[str, List[str]] = {
|
|
| 60 |
],
|
| 61 |
}
|
| 62 |
|
| 63 |
-
# Footer phrase (exact idea from your images)
|
| 64 |
INTEGRAL_FOOTER = "the accompanying notes are an integral part"
|
| 65 |
|
| 66 |
-
# =========================
|
| 67 |
-
# Signature table line-items (increase precision against note tables)
|
| 68 |
-
# =========================
|
| 69 |
SIG_TERMS: Dict[str, List[str]] = {
|
| 70 |
"balance_sheet": [
|
| 71 |
"total assets",
|
|
@@ -73,22 +68,24 @@ SIG_TERMS: Dict[str, List[str]] = {
|
|
| 73 |
"total equity",
|
| 74 |
"stockholders' equity",
|
| 75 |
"shareholders' equity",
|
| 76 |
-
"assets",
|
| 77 |
"liabilities and equity",
|
| 78 |
"current assets",
|
| 79 |
"current liabilities",
|
|
|
|
|
|
|
| 80 |
],
|
| 81 |
"profit_and_loss": [
|
| 82 |
"net revenues",
|
| 83 |
"net sales",
|
| 84 |
"revenue",
|
| 85 |
-
"cost of products sold",
|
| 86 |
"cost of sales",
|
|
|
|
| 87 |
"gross profit",
|
| 88 |
"operating income",
|
| 89 |
-
"operating
|
| 90 |
-
"
|
| 91 |
"net income",
|
|
|
|
| 92 |
"earnings per share",
|
| 93 |
"basic",
|
| 94 |
"diluted",
|
|
@@ -101,122 +98,133 @@ SIG_TERMS: Dict[str, List[str]] = {
|
|
| 101 |
"net cash used in investing activities",
|
| 102 |
"net cash used in financing activities",
|
| 103 |
"cash and cash equivalents, end of year",
|
| 104 |
-
"cash and equivalents, end of year",
|
| 105 |
"net change in cash",
|
| 106 |
],
|
| 107 |
-
# aux
|
| 108 |
-
"notes": ["note 1", "note 2", "notes to consolidated financial statements", "notes to standalone financial statements"],
|
| 109 |
}
|
| 110 |
|
| 111 |
NOTE_HEADING_RE = re.compile(r"^\s*note\s+\d+\b", re.IGNORECASE)
|
| 112 |
-
|
| 113 |
-
# Typical TOC “dot leaders”
|
| 114 |
DOT_LEADER_RE = re.compile(r"\.{5,}")
|
| 115 |
-
|
| 116 |
-
|
| 117 |
-
|
|
|
|
| 118 |
|
| 119 |
|
| 120 |
# =========================
|
| 121 |
-
#
|
| 122 |
# =========================
|
| 123 |
def _combined_text(page_obj: Any) -> str:
|
| 124 |
-
"""
|
| 125 |
-
Works with your PageText dataclass:
|
| 126 |
-
extracted_text + ocr_text
|
| 127 |
-
Also supports dict/object string fallback.
|
| 128 |
-
"""
|
| 129 |
if page_obj is None:
|
| 130 |
return ""
|
| 131 |
if isinstance(page_obj, str):
|
| 132 |
return page_obj
|
| 133 |
-
|
| 134 |
-
# dict-like
|
| 135 |
if isinstance(page_obj, dict):
|
| 136 |
a = page_obj.get("extracted_text") or page_obj.get("text") or ""
|
| 137 |
b = page_obj.get("ocr_text") or ""
|
| 138 |
return (a + "\n" + b).strip()
|
| 139 |
-
|
| 140 |
-
# attribute style
|
| 141 |
a = getattr(page_obj, "extracted_text", None) or getattr(page_obj, "text", None) or ""
|
| 142 |
b = getattr(page_obj, "ocr_text", None) or ""
|
| 143 |
return (a + "\n" + b).strip()
|
| 144 |
|
| 145 |
|
| 146 |
-
def _page_index(page_obj: Any, fallback: int) -> int:
|
| 147 |
-
if isinstance(page_obj, dict):
|
| 148 |
-
if isinstance(page_obj.get("page_index"), int):
|
| 149 |
-
return int(page_obj["page_index"])
|
| 150 |
-
v = getattr(page_obj, "page_index", None)
|
| 151 |
-
return int(v) if isinstance(v, int) else fallback
|
| 152 |
-
|
| 153 |
-
|
| 154 |
def _norm(s: str) -> str:
|
| 155 |
return re.sub(r"\s+", " ", (s or "")).strip().lower()
|
| 156 |
|
| 157 |
|
| 158 |
-
# =========================
|
| 159 |
-
# Fuzzy title detection (OCR typos tolerant)
|
| 160 |
-
# =========================
|
| 161 |
def _fuzzy_line_contains_title(top_lines: List[str], title: str, threshold: float = 0.86) -> bool:
|
| 162 |
title_n = _norm(title)
|
| 163 |
for ln in top_lines:
|
| 164 |
ln_n = _norm(ln)
|
| 165 |
if not ln_n:
|
| 166 |
continue
|
| 167 |
-
# direct contains
|
| 168 |
if title_n in ln_n:
|
| 169 |
return True
|
| 170 |
-
# fuzzy ratio
|
| 171 |
r = difflib.SequenceMatcher(None, ln_n, title_n).ratio()
|
| 172 |
if r >= threshold:
|
| 173 |
return True
|
| 174 |
return False
|
| 175 |
|
| 176 |
|
| 177 |
-
def
|
|
|
|
|
|
|
|
|
|
|
|
|
| 178 |
lines = (text or "").splitlines()
|
| 179 |
-
top_lines = [ln.strip() for ln in lines[:
|
|
|
|
| 180 |
for variant in TITLE_VARIANTS.get(stmt, []):
|
| 181 |
if _fuzzy_line_contains_title(top_lines, variant):
|
| 182 |
-
|
| 183 |
-
|
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|
| 184 |
|
| 185 |
|
| 186 |
# =========================
|
| 187 |
-
#
|
| 188 |
# =========================
|
| 189 |
FOOTER_PIPE_RE = re.compile(r"\|\s*(\d{1,4})\s*$", re.MULTILINE)
|
| 190 |
FOOTER_FORM_RE = re.compile(r"form\s+10-?k\s*\|\s*(\d{1,4})\s*$", re.IGNORECASE | re.MULTILINE)
|
| 191 |
|
|
|
|
| 192 |
def extract_footer_internal_page(text: str) -> Optional[int]:
|
| 193 |
t = text or ""
|
| 194 |
-
|
| 195 |
m = FOOTER_PIPE_RE.findall(t)
|
| 196 |
if m:
|
| 197 |
return int(m[-1])
|
| 198 |
-
|
| 199 |
m = FOOTER_FORM_RE.findall(t)
|
| 200 |
if m:
|
| 201 |
return int(m[-1])
|
| 202 |
-
|
| 203 |
-
# fallback: last few non-empty lines that are ONLY digits (avoid table numbers)
|
| 204 |
lines = [ln.strip() for ln in (t.splitlines() if t else []) if ln.strip()]
|
| 205 |
for ln in reversed(lines[-6:]):
|
| 206 |
if re.fullmatch(r"\d{1,4}", ln):
|
| 207 |
return int(ln)
|
| 208 |
-
|
| 209 |
return None
|
| 210 |
|
| 211 |
|
| 212 |
-
# =========================
|
| 213 |
-
# Item 8 TOC page detection + TOC parsing
|
| 214 |
-
# AbbVie TOC is "title line" then next line has page number ("55")
|
| 215 |
-
# =========================
|
| 216 |
def find_item8_toc_page(all_texts: Sequence[str]) -> Optional[int]:
|
| 217 |
-
"""
|
| 218 |
-
Choose the Item 8 page that LOOKS like an index/TOC (has dot leaders or 'Page').
|
| 219 |
-
"""
|
| 220 |
candidates = []
|
| 221 |
for i, txt in enumerate(all_texts):
|
| 222 |
if not ITEM8_RE.search(txt or ""):
|
|
@@ -225,21 +233,18 @@ def find_item8_toc_page(all_texts: Sequence[str]) -> Optional[int]:
|
|
| 225 |
tocish = ("page" in low) and (DOT_LEADER_RE.search(txt or "") is not None)
|
| 226 |
if tocish:
|
| 227 |
candidates.append(i)
|
| 228 |
-
|
| 229 |
return candidates[0] if candidates else None
|
| 230 |
|
| 231 |
|
| 232 |
def parse_statement_index_numbers(toc_text: str) -> Dict[str, int]:
|
| 233 |
"""
|
| 234 |
-
|
| 235 |
-
|
| 236 |
-
|
| 237 |
-
- two-line "Consolidated Balance Sheets" newline "57" (AbbVie)
|
| 238 |
"""
|
| 239 |
lines = [ln.strip() for ln in (toc_text or "").splitlines()]
|
| 240 |
out: Dict[str, int] = {}
|
| 241 |
|
| 242 |
-
# compile quick patterns
|
| 243 |
pats = {
|
| 244 |
"profit_and_loss": re.compile(r"(consolidated|standalone)\s+statements?\s+of\s+(earnings|operations|income)", re.I),
|
| 245 |
"comprehensive_income": re.compile(r"(consolidated|standalone)\s+statements?\s+of\s+comprehensive\s+income", re.I),
|
|
@@ -253,82 +258,72 @@ def parse_statement_index_numbers(toc_text: str) -> Dict[str, int]:
|
|
| 253 |
if not ln:
|
| 254 |
continue
|
| 255 |
|
| 256 |
-
for
|
| 257 |
-
|
|
|
|
| 258 |
continue
|
| 259 |
|
| 260 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 261 |
m = re.findall(r"(\d{1,4})\s*$", ln)
|
| 262 |
if m and ln.endswith(m[-1]):
|
| 263 |
-
out
|
| 264 |
continue
|
| 265 |
|
| 266 |
-
#
|
| 267 |
j = i + 1
|
| 268 |
while j < len(lines) and not lines[j]:
|
| 269 |
j += 1
|
| 270 |
if j < len(lines) and re.fullmatch(r"\d{1,4}", lines[j]):
|
| 271 |
-
out
|
| 272 |
|
| 273 |
return out
|
| 274 |
|
| 275 |
|
| 276 |
def build_internal_to_pdf_map(all_texts: Sequence[str]) -> Dict[int, int]:
|
| 277 |
-
"""
|
| 278 |
-
internal_page_number -> pdf_page_index
|
| 279 |
-
"""
|
| 280 |
mapping: Dict[int, int] = {}
|
| 281 |
for pdf_i, txt in enumerate(all_texts):
|
| 282 |
n = extract_footer_internal_page(txt or "")
|
| 283 |
if n is None:
|
| 284 |
continue
|
| 285 |
-
mapping.setdefault(n, pdf_i)
|
| 286 |
return mapping
|
| 287 |
|
| 288 |
|
| 289 |
def map_internal_to_pdf(internal: int, internal_to_pdf: Dict[int, int]) -> Optional[int]:
|
| 290 |
-
"""
|
| 291 |
-
Robust mapping:
|
| 292 |
-
- direct if exists
|
| 293 |
-
- else estimate from nearest known internal page (assumes mostly consecutive internal numbering)
|
| 294 |
-
"""
|
| 295 |
if internal in internal_to_pdf:
|
| 296 |
return internal_to_pdf[internal]
|
| 297 |
-
|
| 298 |
-
# nearest neighbor estimate
|
| 299 |
keys = sorted(internal_to_pdf.keys())
|
| 300 |
if not keys:
|
| 301 |
return None
|
| 302 |
-
|
| 303 |
-
# find closest key
|
| 304 |
best_k = min(keys, key=lambda k: abs(k - internal))
|
| 305 |
return internal_to_pdf[best_k] + (internal - best_k)
|
| 306 |
|
| 307 |
|
| 308 |
# =========================
|
| 309 |
-
#
|
| 310 |
# =========================
|
| 311 |
def _page_stats(text: str) -> Dict[str, float]:
|
| 312 |
t = text or ""
|
| 313 |
low = t.lower()
|
| 314 |
-
|
| 315 |
-
# numeric signals
|
| 316 |
year_count = len(re.findall(r"\b20\d{2}\b", t))
|
| 317 |
currency_count = len(re.findall(r"[$€£]|usd|inr|eur|gbp", low))
|
| 318 |
-
paren_neg = len(re.findall(r"\(\s*\d", t))
|
| 319 |
integral = 1.0 if INTEGRAL_FOOTER in low else 0.0
|
| 320 |
|
| 321 |
tokens = re.findall(r"[A-Za-z]+|\d+(?:,\d{3})*(?:\.\d+)?", t)
|
| 322 |
if not tokens:
|
| 323 |
-
return dict(num_ratio=0.0, year_count=float(year_count), currency=float(currency_count),
|
| 324 |
-
paren=float(paren_neg), integral=integral)
|
| 325 |
|
| 326 |
nums = sum(1 for tok in tokens if re.fullmatch(r"\d+(?:,\d{3})*(?:\.\d+)?", tok))
|
| 327 |
alphas = sum(1 for tok in tokens if re.fullmatch(r"[A-Za-z]+", tok))
|
| 328 |
num_ratio = nums / max(1.0, nums + alphas)
|
| 329 |
|
| 330 |
-
return dict(num_ratio=float(num_ratio), year_count=float(year_count), currency=float(currency_count),
|
| 331 |
-
paren=float(paren_neg), integral=integral)
|
| 332 |
|
| 333 |
|
| 334 |
def score_statement_page(text: str, stmt: str) -> Tuple[float, Dict[str, Any]]:
|
|
@@ -336,179 +331,320 @@ def score_statement_page(text: str, stmt: str) -> Tuple[float, Dict[str, Any]]:
|
|
| 336 |
top = (text or "")[:1200]
|
| 337 |
st = _page_stats(text)
|
| 338 |
|
| 339 |
-
reasons = {"title": False, "sig_hits": [], "integral": False, "penalties": [], "stats": st}
|
| 340 |
score = 0.0
|
| 341 |
|
| 342 |
-
|
| 343 |
-
if
|
| 344 |
score += 60.0
|
| 345 |
reasons["title"] = True
|
|
|
|
| 346 |
else:
|
| 347 |
-
|
| 348 |
-
|
| 349 |
-
reasons["penalties"].append("no_title(-25)")
|
| 350 |
|
| 351 |
-
# Integral footer is very characteristic of primary statements (seen in your screenshots)
|
| 352 |
if st["integral"] > 0:
|
| 353 |
-
score +=
|
| 354 |
reasons["integral"] = True
|
| 355 |
|
| 356 |
-
# Signature line items: require multiple hits
|
| 357 |
hits = 0
|
| 358 |
for term in SIG_TERMS.get(stmt, []):
|
| 359 |
if term in low:
|
| 360 |
hits += 1
|
| 361 |
reasons["sig_hits"].append(term)
|
| 362 |
-
score += min(hits, 10) *
|
| 363 |
|
| 364 |
-
|
| 365 |
-
score += st["
|
| 366 |
-
score += min(st["
|
| 367 |
-
score += min(st["currency"], 10.0) * 2.0
|
| 368 |
score += min(st["paren"], 10.0) * 1.0
|
| 369 |
|
| 370 |
-
# Hard penalties for NOTE pages
|
| 371 |
if NOTE_HEADING_RE.search((text or "")[:220]):
|
| 372 |
-
score -=
|
| 373 |
-
reasons["penalties"].append("note_heading(-
|
| 374 |
|
| 375 |
-
# If it looks like TOC index page, punish (dot leaders)
|
| 376 |
if DOT_LEADER_RE.search(text or ""):
|
| 377 |
-
score -=
|
| 378 |
-
reasons["penalties"].append("toc_dotleaders(-
|
| 379 |
|
| 380 |
-
|
| 381 |
-
|
| 382 |
-
|
| 383 |
-
score -= 35.0
|
| 384 |
-
reasons["penalties"].append("title_without_table(-35)")
|
| 385 |
|
| 386 |
-
# Require at least 2 signature hits for high confidence
|
| 387 |
if hits < 2:
|
| 388 |
-
score -=
|
| 389 |
-
reasons["penalties"].append("low_sig_hits(<2)(-
|
| 390 |
|
| 391 |
return score, reasons
|
| 392 |
|
| 393 |
|
| 394 |
-
|
| 395 |
-
|
| 396 |
-
|
| 397 |
-
|
| 398 |
-
|
| 399 |
-
|
| 400 |
-
|
| 401 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
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|
|
|
|
|
| 402 |
"""
|
| 403 |
-
|
| 404 |
-
|
|
|
|
|
|
|
|
|
|
| 405 |
"""
|
| 406 |
-
|
| 407 |
-
items = [(k, starts_pdf[k]) for k in ordered_keys if k in starts_pdf and isinstance(starts_pdf[k], int)]
|
| 408 |
-
items.sort(key=lambda x: x[1])
|
| 409 |
|
| 410 |
-
|
| 411 |
-
|
| 412 |
-
|
| 413 |
-
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
| 414 |
|
| 415 |
-
|
| 416 |
-
|
| 417 |
-
|
| 418 |
-
|
| 419 |
-
|
|
|
|
|
|
|
|
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|
|
|
|
| 420 |
|
| 421 |
-
|
| 422 |
-
return {k: ranges[k] for k in TARGETS if k in ranges}
|
| 423 |
|
| 424 |
|
| 425 |
# =========================
|
| 426 |
-
#
|
| 427 |
# =========================
|
| 428 |
def build_candidate_lists(
|
| 429 |
pages: Sequence[Any],
|
| 430 |
-
|
|
|
|
|
|
|
| 431 |
debug: bool = True,
|
| 432 |
) -> Tuple[Dict[str, List[Tuple[int, float]]], Dict[str, Any]]:
|
| 433 |
"""
|
| 434 |
Returns:
|
| 435 |
-
candidates: {stmt: [(
|
| 436 |
-
debug_info:
|
| 437 |
"""
|
| 438 |
all_texts = [_combined_text(p) for p in pages]
|
| 439 |
-
page_count = len(all_texts)
|
| 440 |
|
| 441 |
debug_info: Dict[str, Any] = {
|
| 442 |
"item8_toc_page": None,
|
| 443 |
"toc_internal": {},
|
| 444 |
"internal_to_pdf_map_size": 0,
|
| 445 |
-
"
|
| 446 |
-
"
|
| 447 |
-
"top_scoring": {},
|
| 448 |
}
|
| 449 |
|
| 450 |
-
#
|
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|
| 451 |
toc_i = find_item8_toc_page(all_texts)
|
| 452 |
if toc_i is not None:
|
| 453 |
-
|
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|
| 454 |
toc_internal = parse_statement_index_numbers(toc_text)
|
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|
| 455 |
internal_to_pdf = build_internal_to_pdf_map(all_texts)
|
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|
|
| 456 |
|
| 457 |
-
|
| 458 |
-
for
|
| 459 |
-
|
| 460 |
-
|
| 461 |
-
|
| 462 |
-
|
| 463 |
-
|
| 464 |
-
|
| 465 |
-
|
| 466 |
-
|
| 467 |
-
|
| 468 |
-
})
|
| 469 |
-
|
| 470 |
-
# If we got our 3 targets, build direct ranges using the typical order:
|
| 471 |
-
# Earnings -> Comprehensive Income -> Balance Sheet -> Equity -> Cash Flow -> Notes
|
| 472 |
-
if all(k in toc_pdf_all for k in ["profit_and_loss", "balance_sheet", "cash_flow"]):
|
| 473 |
-
ordered = ["profit_and_loss", "comprehensive_income", "balance_sheet", "equity", "cash_flow", "notes"]
|
| 474 |
-
ranges = infer_ranges_from_starts(toc_pdf_all, page_count, ordered)
|
| 475 |
-
debug_info["heuristic_ranges_0_based"] = ranges
|
| 476 |
-
|
| 477 |
-
# Build candidates directly from these starts with huge confidence
|
| 478 |
-
candidates = {k: [] for k in TARGETS}
|
| 479 |
-
for k in TARGETS:
|
| 480 |
-
start, end = ranges.get(k, (None, None))
|
| 481 |
-
if start is None:
|
| 482 |
-
continue
|
| 483 |
-
# prioritize start page; include end too
|
| 484 |
-
candidates[k].append((start, 999.0))
|
| 485 |
-
if end != start:
|
| 486 |
-
candidates[k].append((end, 950.0))
|
| 487 |
-
return candidates, debug_info
|
| 488 |
|
| 489 |
-
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|
| 490 |
candidates: Dict[str, List[Tuple[int, float]]] = {k: [] for k in TARGETS}
|
| 491 |
reasons_store: Dict[str, Dict[int, Any]] = {k: {} for k in TARGETS}
|
| 492 |
|
| 493 |
-
for i,
|
| 494 |
-
idx = _page_index(p, i)
|
| 495 |
-
txt = _combined_text(p)
|
| 496 |
-
|
| 497 |
for stmt in TARGETS:
|
| 498 |
-
sc, why = score_statement_page(txt, stmt)
|
| 499 |
if sc > 0:
|
| 500 |
-
candidates[stmt].append((
|
| 501 |
-
if debug and (why
|
| 502 |
-
reasons_store[stmt][
|
| 503 |
|
| 504 |
for stmt in TARGETS:
|
| 505 |
candidates[stmt].sort(key=lambda x: x[1], reverse=True)
|
| 506 |
-
|
| 507 |
-
|
| 508 |
-
|
| 509 |
-
{"page": p, "score": round(s, 2), "why": reasons_store[stmt].get(p)}
|
| 510 |
-
for p, s in candidates[stmt][:10]
|
| 511 |
-
]
|
| 512 |
|
| 513 |
return candidates, debug_info
|
| 514 |
|
|
@@ -518,12 +654,13 @@ def select_pages_for_llm(
|
|
| 518 |
debug_info: Dict[str, Any],
|
| 519 |
page_count: int,
|
| 520 |
max_images: int,
|
|
|
|
| 521 |
) -> List[int]:
|
| 522 |
"""
|
| 523 |
-
|
| 524 |
-
Else
|
| 525 |
"""
|
| 526 |
-
picked = []
|
| 527 |
seen = set()
|
| 528 |
|
| 529 |
def add(p: int):
|
|
@@ -531,19 +668,36 @@ def select_pages_for_llm(
|
|
| 531 |
seen.add(p)
|
| 532 |
picked.append(p)
|
| 533 |
|
| 534 |
-
|
| 535 |
-
|
| 536 |
-
if ranges:
|
| 537 |
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 538 |
-
|
| 539 |
-
|
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|
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|
|
|
|
|
|
|
|
|
|
|
| 540 |
for p in range(s, e + 1):
|
| 541 |
add(p)
|
| 542 |
add(s - 1)
|
| 543 |
add(e + 1)
|
|
|
|
| 544 |
return sorted(picked)
|
| 545 |
|
| 546 |
-
# fallback
|
| 547 |
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 548 |
for (p, _sc) in candidates.get(stmt, [])[:2]:
|
| 549 |
add(p)
|
|
|
|
|
|
|
| 1 |
from __future__ import annotations
|
| 2 |
|
| 3 |
import re
|
|
|
|
|
|
|
| 4 |
import difflib
|
| 5 |
+
from typing import Any, Dict, List, Optional, Sequence, Tuple
|
| 6 |
|
| 7 |
|
| 8 |
# =========================
|
| 9 |
+
# Targets (ONLY these 3)
|
| 10 |
# =========================
|
| 11 |
TARGETS = ["balance_sheet", "profit_and_loss", "cash_flow"]
|
| 12 |
+
AUX = ["comprehensive_income", "equity", "notes"] # only for delimiting (when available)
|
| 13 |
|
|
|
|
|
|
|
| 14 |
|
| 15 |
# =========================
|
| 16 |
+
# Title variants
|
| 17 |
# =========================
|
| 18 |
TITLE_VARIANTS: Dict[str, List[str]] = {
|
| 19 |
"balance_sheet": [
|
|
|
|
| 21 |
"Standalone Balance Sheets",
|
| 22 |
"Balance Sheets",
|
| 23 |
"Statement of Financial Position",
|
| 24 |
+
"Standalone Statement of Financial Position",
|
| 25 |
],
|
| 26 |
"profit_and_loss": [
|
| 27 |
+
"Consolidated Statements of Earnings",
|
| 28 |
"Standalone Statements of Earnings",
|
| 29 |
"Consolidated Statements of Operations",
|
| 30 |
"Standalone Statements of Operations",
|
|
|
|
| 32 |
"Standalone Statements of Income",
|
| 33 |
"Income Statement",
|
| 34 |
"Statement of Profit and Loss",
|
| 35 |
+
"Statement of Profit & Loss",
|
| 36 |
],
|
| 37 |
"cash_flow": [
|
| 38 |
"Consolidated Statements of Cash Flows",
|
|
|
|
| 40 |
"Statement of Cash Flows",
|
| 41 |
"Cash Flow Statement",
|
| 42 |
],
|
| 43 |
+
# aux
|
| 44 |
"comprehensive_income": [
|
| 45 |
"Consolidated Statements of Comprehensive Income",
|
| 46 |
"Standalone Statements of Comprehensive Income",
|
|
|
|
| 59 |
],
|
| 60 |
}
|
| 61 |
|
|
|
|
| 62 |
INTEGRAL_FOOTER = "the accompanying notes are an integral part"
|
| 63 |
|
|
|
|
|
|
|
|
|
|
| 64 |
SIG_TERMS: Dict[str, List[str]] = {
|
| 65 |
"balance_sheet": [
|
| 66 |
"total assets",
|
|
|
|
| 68 |
"total equity",
|
| 69 |
"stockholders' equity",
|
| 70 |
"shareholders' equity",
|
|
|
|
| 71 |
"liabilities and equity",
|
| 72 |
"current assets",
|
| 73 |
"current liabilities",
|
| 74 |
+
"non-current assets",
|
| 75 |
+
"non-current liabilities",
|
| 76 |
],
|
| 77 |
"profit_and_loss": [
|
| 78 |
"net revenues",
|
| 79 |
"net sales",
|
| 80 |
"revenue",
|
|
|
|
| 81 |
"cost of sales",
|
| 82 |
+
"cost of products sold",
|
| 83 |
"gross profit",
|
| 84 |
"operating income",
|
| 85 |
+
"operating profit",
|
| 86 |
+
"profit before tax",
|
| 87 |
"net income",
|
| 88 |
+
"net earnings",
|
| 89 |
"earnings per share",
|
| 90 |
"basic",
|
| 91 |
"diluted",
|
|
|
|
| 98 |
"net cash used in investing activities",
|
| 99 |
"net cash used in financing activities",
|
| 100 |
"cash and cash equivalents, end of year",
|
|
|
|
| 101 |
"net change in cash",
|
| 102 |
],
|
|
|
|
|
|
|
| 103 |
}
|
| 104 |
|
| 105 |
NOTE_HEADING_RE = re.compile(r"^\s*note\s+\d+\b", re.IGNORECASE)
|
|
|
|
|
|
|
| 106 |
DOT_LEADER_RE = re.compile(r"\.{5,}")
|
| 107 |
+
ITEM8_RE = re.compile(
|
| 108 |
+
r"\bITEM\s+8\.\s+FINANCIAL\s+STATEMENTS\s+AND\s+SUPPLEMENTARY\s+DATA\b", re.IGNORECASE
|
| 109 |
+
)
|
| 110 |
+
CONTINUED_RE = re.compile(r"\bcontinued\b", re.IGNORECASE)
|
| 111 |
|
| 112 |
|
| 113 |
# =========================
|
| 114 |
+
# Utilities
|
| 115 |
# =========================
|
| 116 |
def _combined_text(page_obj: Any) -> str:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 117 |
if page_obj is None:
|
| 118 |
return ""
|
| 119 |
if isinstance(page_obj, str):
|
| 120 |
return page_obj
|
|
|
|
|
|
|
| 121 |
if isinstance(page_obj, dict):
|
| 122 |
a = page_obj.get("extracted_text") or page_obj.get("text") or ""
|
| 123 |
b = page_obj.get("ocr_text") or ""
|
| 124 |
return (a + "\n" + b).strip()
|
|
|
|
|
|
|
| 125 |
a = getattr(page_obj, "extracted_text", None) or getattr(page_obj, "text", None) or ""
|
| 126 |
b = getattr(page_obj, "ocr_text", None) or ""
|
| 127 |
return (a + "\n" + b).strip()
|
| 128 |
|
| 129 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 130 |
def _norm(s: str) -> str:
|
| 131 |
return re.sub(r"\s+", " ", (s or "")).strip().lower()
|
| 132 |
|
| 133 |
|
|
|
|
|
|
|
|
|
|
| 134 |
def _fuzzy_line_contains_title(top_lines: List[str], title: str, threshold: float = 0.86) -> bool:
|
| 135 |
title_n = _norm(title)
|
| 136 |
for ln in top_lines:
|
| 137 |
ln_n = _norm(ln)
|
| 138 |
if not ln_n:
|
| 139 |
continue
|
|
|
|
| 140 |
if title_n in ln_n:
|
| 141 |
return True
|
|
|
|
| 142 |
r = difflib.SequenceMatcher(None, ln_n, title_n).ratio()
|
| 143 |
if r >= threshold:
|
| 144 |
return True
|
| 145 |
return False
|
| 146 |
|
| 147 |
|
| 148 |
+
def detect_title_match(text: str, stmt: str) -> Tuple[bool, Optional[str], str]:
|
| 149 |
+
"""
|
| 150 |
+
Returns (matched?, matched_variant, scope)
|
| 151 |
+
scope in {"consolidated","standalone","unknown"}
|
| 152 |
+
"""
|
| 153 |
lines = (text or "").splitlines()
|
| 154 |
+
top_lines = [ln.strip() for ln in lines[:16] if ln.strip()]
|
| 155 |
+
|
| 156 |
for variant in TITLE_VARIANTS.get(stmt, []):
|
| 157 |
if _fuzzy_line_contains_title(top_lines, variant):
|
| 158 |
+
vlow = variant.lower()
|
| 159 |
+
if "consolidated" in vlow:
|
| 160 |
+
scope = "consolidated"
|
| 161 |
+
elif "standalone" in vlow or "separate" in vlow:
|
| 162 |
+
scope = "standalone"
|
| 163 |
+
else:
|
| 164 |
+
scope = "unknown"
|
| 165 |
+
return True, variant, scope
|
| 166 |
+
|
| 167 |
+
joined = " ".join(top_lines).lower()
|
| 168 |
+
# fallback for OCR garble
|
| 169 |
+
if stmt == "balance_sheet" and ("balance sheet" in joined or "financial position" in joined):
|
| 170 |
+
if "consolidated" in joined:
|
| 171 |
+
return True, None, "consolidated"
|
| 172 |
+
if "standalone" in joined or "separate" in joined:
|
| 173 |
+
return True, None, "standalone"
|
| 174 |
+
return True, None, "unknown"
|
| 175 |
+
|
| 176 |
+
if stmt == "cash_flow" and ("cash flow" in joined or "cash flows" in joined):
|
| 177 |
+
if "consolidated" in joined:
|
| 178 |
+
return True, None, "consolidated"
|
| 179 |
+
if "standalone" in joined or "separate" in joined:
|
| 180 |
+
return True, None, "standalone"
|
| 181 |
+
return True, None, "unknown"
|
| 182 |
+
|
| 183 |
+
if stmt == "profit_and_loss" and (
|
| 184 |
+
"statement of profit" in joined
|
| 185 |
+
or "profit and loss" in joined
|
| 186 |
+
or "income statement" in joined
|
| 187 |
+
or "statements of income" in joined
|
| 188 |
+
or "statements of operations" in joined
|
| 189 |
+
or "statements of earnings" in joined
|
| 190 |
+
):
|
| 191 |
+
if "consolidated" in joined:
|
| 192 |
+
return True, None, "consolidated"
|
| 193 |
+
if "standalone" in joined or "separate" in joined:
|
| 194 |
+
return True, None, "standalone"
|
| 195 |
+
return True, None, "unknown"
|
| 196 |
+
|
| 197 |
+
return False, None, "unknown"
|
| 198 |
+
|
| 199 |
+
|
| 200 |
+
def detect_title(text: str, stmt: str) -> bool:
|
| 201 |
+
ok, _, _ = detect_title_match(text, stmt)
|
| 202 |
+
return ok
|
| 203 |
|
| 204 |
|
| 205 |
# =========================
|
| 206 |
+
# (Optional) 10-K TOC mapping helpers (kept, but now scope-safe)
|
| 207 |
# =========================
|
| 208 |
FOOTER_PIPE_RE = re.compile(r"\|\s*(\d{1,4})\s*$", re.MULTILINE)
|
| 209 |
FOOTER_FORM_RE = re.compile(r"form\s+10-?k\s*\|\s*(\d{1,4})\s*$", re.IGNORECASE | re.MULTILINE)
|
| 210 |
|
| 211 |
+
|
| 212 |
def extract_footer_internal_page(text: str) -> Optional[int]:
|
| 213 |
t = text or ""
|
|
|
|
| 214 |
m = FOOTER_PIPE_RE.findall(t)
|
| 215 |
if m:
|
| 216 |
return int(m[-1])
|
|
|
|
| 217 |
m = FOOTER_FORM_RE.findall(t)
|
| 218 |
if m:
|
| 219 |
return int(m[-1])
|
|
|
|
|
|
|
| 220 |
lines = [ln.strip() for ln in (t.splitlines() if t else []) if ln.strip()]
|
| 221 |
for ln in reversed(lines[-6:]):
|
| 222 |
if re.fullmatch(r"\d{1,4}", ln):
|
| 223 |
return int(ln)
|
|
|
|
| 224 |
return None
|
| 225 |
|
| 226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 227 |
def find_item8_toc_page(all_texts: Sequence[str]) -> Optional[int]:
|
|
|
|
|
|
|
|
|
|
| 228 |
candidates = []
|
| 229 |
for i, txt in enumerate(all_texts):
|
| 230 |
if not ITEM8_RE.search(txt or ""):
|
|
|
|
| 233 |
tocish = ("page" in low) and (DOT_LEADER_RE.search(txt or "") is not None)
|
| 234 |
if tocish:
|
| 235 |
candidates.append(i)
|
|
|
|
| 236 |
return candidates[0] if candidates else None
|
| 237 |
|
| 238 |
|
| 239 |
def parse_statement_index_numbers(toc_text: str) -> Dict[str, int]:
|
| 240 |
"""
|
| 241 |
+
Return internal page numbers from the index.
|
| 242 |
+
IMPORTANT: keeps consolidated + standalone separately:
|
| 243 |
+
key = f"{stmt}__{scope}"
|
|
|
|
| 244 |
"""
|
| 245 |
lines = [ln.strip() for ln in (toc_text or "").splitlines()]
|
| 246 |
out: Dict[str, int] = {}
|
| 247 |
|
|
|
|
| 248 |
pats = {
|
| 249 |
"profit_and_loss": re.compile(r"(consolidated|standalone)\s+statements?\s+of\s+(earnings|operations|income)", re.I),
|
| 250 |
"comprehensive_income": re.compile(r"(consolidated|standalone)\s+statements?\s+of\s+comprehensive\s+income", re.I),
|
|
|
|
| 258 |
if not ln:
|
| 259 |
continue
|
| 260 |
|
| 261 |
+
for stmt, pat in pats.items():
|
| 262 |
+
mscope = pat.search(ln)
|
| 263 |
+
if not mscope:
|
| 264 |
continue
|
| 265 |
|
| 266 |
+
scope = (mscope.group(1) or "").strip().lower()
|
| 267 |
+
if scope not in {"consolidated", "standalone"}:
|
| 268 |
+
scope = "unknown"
|
| 269 |
+
out_key = f"{stmt}__{scope}"
|
| 270 |
+
|
| 271 |
+
# number at end of line
|
| 272 |
m = re.findall(r"(\d{1,4})\s*$", ln)
|
| 273 |
if m and ln.endswith(m[-1]):
|
| 274 |
+
out.setdefault(out_key, int(m[-1]))
|
| 275 |
continue
|
| 276 |
|
| 277 |
+
# number on next line
|
| 278 |
j = i + 1
|
| 279 |
while j < len(lines) and not lines[j]:
|
| 280 |
j += 1
|
| 281 |
if j < len(lines) and re.fullmatch(r"\d{1,4}", lines[j]):
|
| 282 |
+
out.setdefault(out_key, int(lines[j]))
|
| 283 |
|
| 284 |
return out
|
| 285 |
|
| 286 |
|
| 287 |
def build_internal_to_pdf_map(all_texts: Sequence[str]) -> Dict[int, int]:
|
|
|
|
|
|
|
|
|
|
| 288 |
mapping: Dict[int, int] = {}
|
| 289 |
for pdf_i, txt in enumerate(all_texts):
|
| 290 |
n = extract_footer_internal_page(txt or "")
|
| 291 |
if n is None:
|
| 292 |
continue
|
| 293 |
+
mapping.setdefault(n, pdf_i)
|
| 294 |
return mapping
|
| 295 |
|
| 296 |
|
| 297 |
def map_internal_to_pdf(internal: int, internal_to_pdf: Dict[int, int]) -> Optional[int]:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 298 |
if internal in internal_to_pdf:
|
| 299 |
return internal_to_pdf[internal]
|
|
|
|
|
|
|
| 300 |
keys = sorted(internal_to_pdf.keys())
|
| 301 |
if not keys:
|
| 302 |
return None
|
|
|
|
|
|
|
| 303 |
best_k = min(keys, key=lambda k: abs(k - internal))
|
| 304 |
return internal_to_pdf[best_k] + (internal - best_k)
|
| 305 |
|
| 306 |
|
| 307 |
# =========================
|
| 308 |
+
# Scoring
|
| 309 |
# =========================
|
| 310 |
def _page_stats(text: str) -> Dict[str, float]:
|
| 311 |
t = text or ""
|
| 312 |
low = t.lower()
|
|
|
|
|
|
|
| 313 |
year_count = len(re.findall(r"\b20\d{2}\b", t))
|
| 314 |
currency_count = len(re.findall(r"[$€£]|usd|inr|eur|gbp", low))
|
| 315 |
+
paren_neg = len(re.findall(r"\(\s*\d", t))
|
| 316 |
integral = 1.0 if INTEGRAL_FOOTER in low else 0.0
|
| 317 |
|
| 318 |
tokens = re.findall(r"[A-Za-z]+|\d+(?:,\d{3})*(?:\.\d+)?", t)
|
| 319 |
if not tokens:
|
| 320 |
+
return dict(num_ratio=0.0, year_count=float(year_count), currency=float(currency_count), paren=float(paren_neg), integral=integral)
|
|
|
|
| 321 |
|
| 322 |
nums = sum(1 for tok in tokens if re.fullmatch(r"\d+(?:,\d{3})*(?:\.\d+)?", tok))
|
| 323 |
alphas = sum(1 for tok in tokens if re.fullmatch(r"[A-Za-z]+", tok))
|
| 324 |
num_ratio = nums / max(1.0, nums + alphas)
|
| 325 |
|
| 326 |
+
return dict(num_ratio=float(num_ratio), year_count=float(year_count), currency=float(currency_count), paren=float(paren_neg), integral=integral)
|
|
|
|
| 327 |
|
| 328 |
|
| 329 |
def score_statement_page(text: str, stmt: str) -> Tuple[float, Dict[str, Any]]:
|
|
|
|
| 331 |
top = (text or "")[:1200]
|
| 332 |
st = _page_stats(text)
|
| 333 |
|
| 334 |
+
reasons: Dict[str, Any] = {"title": False, "scope": "unknown", "sig_hits": [], "integral": False, "penalties": [], "stats": st}
|
| 335 |
score = 0.0
|
| 336 |
|
| 337 |
+
ok, _, scope = detect_title_match(top, stmt)
|
| 338 |
+
if ok:
|
| 339 |
score += 60.0
|
| 340 |
reasons["title"] = True
|
| 341 |
+
reasons["scope"] = scope
|
| 342 |
else:
|
| 343 |
+
score -= 20.0
|
| 344 |
+
reasons["penalties"].append("no_title(-20)")
|
|
|
|
| 345 |
|
|
|
|
| 346 |
if st["integral"] > 0:
|
| 347 |
+
score += 12.0
|
| 348 |
reasons["integral"] = True
|
| 349 |
|
|
|
|
| 350 |
hits = 0
|
| 351 |
for term in SIG_TERMS.get(stmt, []):
|
| 352 |
if term in low:
|
| 353 |
hits += 1
|
| 354 |
reasons["sig_hits"].append(term)
|
| 355 |
+
score += min(hits, 10) * 5.0
|
| 356 |
|
| 357 |
+
score += st["num_ratio"] * 24.0
|
| 358 |
+
score += min(st["year_count"], 10.0) * 1.2
|
| 359 |
+
score += min(st["currency"], 10.0) * 1.8
|
|
|
|
| 360 |
score += min(st["paren"], 10.0) * 1.0
|
| 361 |
|
|
|
|
| 362 |
if NOTE_HEADING_RE.search((text or "")[:220]):
|
| 363 |
+
score -= 45.0
|
| 364 |
+
reasons["penalties"].append("note_heading(-45)")
|
| 365 |
|
|
|
|
| 366 |
if DOT_LEADER_RE.search(text or ""):
|
| 367 |
+
score -= 25.0
|
| 368 |
+
reasons["penalties"].append("toc_dotleaders(-25)")
|
| 369 |
|
| 370 |
+
if reasons["title"] and st["num_ratio"] < 0.08 and st["year_count"] < 1:
|
| 371 |
+
score -= 30.0
|
| 372 |
+
reasons["penalties"].append("title_without_table(-30)")
|
|
|
|
|
|
|
| 373 |
|
|
|
|
| 374 |
if hits < 2:
|
| 375 |
+
score -= 12.0
|
| 376 |
+
reasons["penalties"].append("low_sig_hits(<2)(-12)")
|
| 377 |
|
| 378 |
return score, reasons
|
| 379 |
|
| 380 |
|
| 381 |
+
def _statement_signal_no_title(text: str, stmt: str) -> float:
|
| 382 |
+
"""
|
| 383 |
+
Continuation-page score (no title required). Used to extend blocks forward.
|
| 384 |
+
"""
|
| 385 |
+
if not text:
|
| 386 |
+
return 0.0
|
| 387 |
+
|
| 388 |
+
if NOTE_HEADING_RE.search(text[:220]):
|
| 389 |
+
return 0.0
|
| 390 |
+
if DOT_LEADER_RE.search(text):
|
| 391 |
+
return 0.0
|
| 392 |
+
|
| 393 |
+
low = text.lower()
|
| 394 |
+
st = _page_stats(text)
|
| 395 |
+
|
| 396 |
+
hits = 0
|
| 397 |
+
for term in SIG_TERMS.get(stmt, []):
|
| 398 |
+
if term in low:
|
| 399 |
+
hits += 1
|
| 400 |
+
|
| 401 |
+
score = 0.0
|
| 402 |
+
score += min(hits, 10) * 4.5
|
| 403 |
+
score += st["num_ratio"] * 26.0
|
| 404 |
+
score += min(st["year_count"], 10.0) * 1.1
|
| 405 |
+
score += min(st["currency"], 10.0) * 1.5
|
| 406 |
+
score += min(st["paren"], 10.0) * 0.7
|
| 407 |
+
|
| 408 |
+
if CONTINUED_RE.search(text[:240]):
|
| 409 |
+
score += 8.0
|
| 410 |
+
|
| 411 |
+
# special: if a page has strong signature terms + years, it's often a continuation
|
| 412 |
+
if hits >= 2 and st["year_count"] >= 1:
|
| 413 |
+
score += 6.0
|
| 414 |
+
|
| 415 |
+
return score
|
| 416 |
+
|
| 417 |
+
|
| 418 |
+
def _any_other_statement_title(text: str, stmt: str) -> bool:
|
| 419 |
+
for other in TARGETS:
|
| 420 |
+
if other == stmt:
|
| 421 |
+
continue
|
| 422 |
+
if detect_title(text[:1200], other):
|
| 423 |
+
return True
|
| 424 |
+
return False
|
| 425 |
+
|
| 426 |
+
|
| 427 |
+
def _expand_block(all_texts: Sequence[str], stmt: str, start: int, max_forward: int = 6) -> int:
|
| 428 |
+
"""
|
| 429 |
+
Expand forward to include continuation pages.
|
| 430 |
+
Stops if another statement begins (unless this stmt title repeats).
|
| 431 |
+
"""
|
| 432 |
+
end = start
|
| 433 |
+
n = len(all_texts)
|
| 434 |
+
|
| 435 |
+
for j in range(start + 1, min(n, start + 1 + max_forward)):
|
| 436 |
+
txt = all_texts[j] or ""
|
| 437 |
+
|
| 438 |
+
if _any_other_statement_title(txt, stmt) and not detect_title(txt[:1200], stmt):
|
| 439 |
+
break
|
| 440 |
+
|
| 441 |
+
sig = _statement_signal_no_title(txt, stmt)
|
| 442 |
+
if sig >= 13.5:
|
| 443 |
+
end = j
|
| 444 |
+
continue
|
| 445 |
+
|
| 446 |
+
if CONTINUED_RE.search(txt[:240]) and sig >= 8.0:
|
| 447 |
+
end = j
|
| 448 |
+
continue
|
| 449 |
+
|
| 450 |
+
break
|
| 451 |
+
|
| 452 |
+
return end
|
| 453 |
+
|
| 454 |
+
|
| 455 |
+
def _blocks_overlap(a: Tuple[int, int], b: Tuple[int, int]) -> bool:
|
| 456 |
+
return not (a[1] < b[0] or b[1] < a[0])
|
| 457 |
+
|
| 458 |
+
|
| 459 |
+
def _dedup_blocks(blocks: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
|
| 460 |
+
"""
|
| 461 |
+
Deduplicate overlapping blocks, keeping higher 'score'.
|
| 462 |
+
"""
|
| 463 |
+
blocks = sorted(blocks, key=lambda x: (int(x.get("start", 10**9)), -(float(x.get("score") or 0.0))))
|
| 464 |
+
kept: List[Dict[str, Any]] = []
|
| 465 |
+
for b in blocks:
|
| 466 |
+
r = (int(b.get("start")), int(b.get("end")))
|
| 467 |
+
merged = False
|
| 468 |
+
for k in kept:
|
| 469 |
+
kr = (int(k.get("start")), int(k.get("end")))
|
| 470 |
+
if _blocks_overlap(r, kr):
|
| 471 |
+
if float(b.get("score") or 0.0) > float(k.get("score") or 0.0):
|
| 472 |
+
k.update(b)
|
| 473 |
+
merged = True
|
| 474 |
+
break
|
| 475 |
+
if not merged:
|
| 476 |
+
kept.append(b)
|
| 477 |
+
return kept
|
| 478 |
+
|
| 479 |
+
|
| 480 |
+
def build_blocks_from_titles(all_texts: Sequence[str], continuation_max_forward: int = 6) -> Dict[str, List[Dict[str, Any]]]:
|
| 481 |
"""
|
| 482 |
+
Finds MULTIPLE blocks per statement (consolidated + standalone).
|
| 483 |
+
Strategy:
|
| 484 |
+
- find title pages for stmt
|
| 485 |
+
- cluster nearby title hits of same scope
|
| 486 |
+
- expand each start forward with continuation scoring
|
| 487 |
"""
|
| 488 |
+
out: Dict[str, List[Dict[str, Any]]] = {k: [] for k in TARGETS}
|
|
|
|
|
|
|
| 489 |
|
| 490 |
+
for stmt in TARGETS:
|
| 491 |
+
title_hits: List[Tuple[int, float, str, Optional[str]]] = []
|
| 492 |
+
for i, txt in enumerate(all_texts):
|
| 493 |
+
ok, variant, scope = detect_title_match((txt or "")[:1200], stmt)
|
| 494 |
+
if not ok:
|
| 495 |
+
continue
|
| 496 |
+
sc, _why = score_statement_page(txt or "", stmt)
|
| 497 |
+
if sc < 30.0:
|
| 498 |
+
continue
|
| 499 |
+
title_hits.append((i, float(sc), scope, variant))
|
| 500 |
+
|
| 501 |
+
if not title_hits:
|
| 502 |
+
continue
|
| 503 |
+
|
| 504 |
+
title_hits.sort(key=lambda x: x[0])
|
| 505 |
|
| 506 |
+
clusters: List[List[Tuple[int, float, str, Optional[str]]]] = []
|
| 507 |
+
for hit in title_hits:
|
| 508 |
+
if not clusters:
|
| 509 |
+
clusters.append([hit])
|
| 510 |
+
continue
|
| 511 |
+
last = clusters[-1][-1]
|
| 512 |
+
# group if same scope and close
|
| 513 |
+
if hit[2] == last[2] and hit[0] <= last[0] + 3:
|
| 514 |
+
clusters[-1].append(hit)
|
| 515 |
+
else:
|
| 516 |
+
clusters.append([hit])
|
| 517 |
+
|
| 518 |
+
blocks: List[Dict[str, Any]] = []
|
| 519 |
+
for cl in clusters:
|
| 520 |
+
start = min(h[0] for h in cl)
|
| 521 |
+
best = max(cl, key=lambda x: x[1])
|
| 522 |
+
best_score = best[1]
|
| 523 |
+
scope = best[2]
|
| 524 |
+
title = best[3]
|
| 525 |
+
end = _expand_block(all_texts, stmt, start, max_forward=continuation_max_forward)
|
| 526 |
+
|
| 527 |
+
blocks.append(
|
| 528 |
+
{
|
| 529 |
+
"start": int(start),
|
| 530 |
+
"end": int(end),
|
| 531 |
+
"scope": scope,
|
| 532 |
+
"title": title,
|
| 533 |
+
"score": float(best_score),
|
| 534 |
+
}
|
| 535 |
+
)
|
| 536 |
+
|
| 537 |
+
out[stmt] = _dedup_blocks(blocks)
|
| 538 |
|
| 539 |
+
return out
|
|
|
|
| 540 |
|
| 541 |
|
| 542 |
# =========================
|
| 543 |
+
# Main builder
|
| 544 |
# =========================
|
| 545 |
def build_candidate_lists(
|
| 546 |
pages: Sequence[Any],
|
| 547 |
+
page_count: int,
|
| 548 |
+
topk_per_statement: int = 3,
|
| 549 |
+
continuation_max_forward: int = 6,
|
| 550 |
debug: bool = True,
|
| 551 |
) -> Tuple[Dict[str, List[Tuple[int, float]]], Dict[str, Any]]:
|
| 552 |
"""
|
| 553 |
Returns:
|
| 554 |
+
candidates: {stmt: [(page_idx, score), ...]}
|
| 555 |
+
debug_info: includes heuristic_blocks_0_based per stmt (list of blocks)
|
| 556 |
"""
|
| 557 |
all_texts = [_combined_text(p) for p in pages]
|
|
|
|
| 558 |
|
| 559 |
debug_info: Dict[str, Any] = {
|
| 560 |
"item8_toc_page": None,
|
| 561 |
"toc_internal": {},
|
| 562 |
"internal_to_pdf_map_size": 0,
|
| 563 |
+
"heuristic_blocks_0_based": {k: [] for k in TARGETS},
|
| 564 |
+
"top_scoring": {k: [] for k in TARGETS},
|
|
|
|
| 565 |
}
|
| 566 |
|
| 567 |
+
# 1) Title-based multi-blocks (works for many non-10K PDFs too)
|
| 568 |
+
title_blocks = build_blocks_from_titles(all_texts, continuation_max_forward=continuation_max_forward)
|
| 569 |
+
|
| 570 |
+
# 2) Try 10-K Item8 TOC mapping (optional; mostly US 10-Ks)
|
| 571 |
+
toc_blocks: Dict[str, List[Dict[str, Any]]] = {k: [] for k in TARGETS}
|
| 572 |
toc_i = find_item8_toc_page(all_texts)
|
| 573 |
if toc_i is not None:
|
| 574 |
+
debug_info["item8_toc_page"] = toc_i
|
| 575 |
+
toc_text = all_texts[toc_i] or ""
|
| 576 |
toc_internal = parse_statement_index_numbers(toc_text)
|
| 577 |
+
debug_info["toc_internal"] = toc_internal
|
| 578 |
+
|
| 579 |
internal_to_pdf = build_internal_to_pdf_map(all_texts)
|
| 580 |
+
debug_info["internal_to_pdf_map_size"] = len(internal_to_pdf)
|
| 581 |
|
| 582 |
+
# convert internal -> pdf
|
| 583 |
+
for key_scoped, internal_page in toc_internal.items():
|
| 584 |
+
if "__" not in key_scoped:
|
| 585 |
+
continue
|
| 586 |
+
stmt, scope = key_scoped.split("__", 1)
|
| 587 |
+
if stmt not in TARGETS:
|
| 588 |
+
continue
|
| 589 |
+
|
| 590 |
+
start_pdf = map_internal_to_pdf(internal_page, internal_to_pdf)
|
| 591 |
+
if start_pdf is None:
|
| 592 |
+
continue
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 593 |
|
| 594 |
+
# expand a block from TOC-derived start
|
| 595 |
+
end_pdf = _expand_block(all_texts, stmt, start_pdf, max_forward=continuation_max_forward)
|
| 596 |
+
|
| 597 |
+
toc_blocks[stmt].append(
|
| 598 |
+
{
|
| 599 |
+
"start": int(start_pdf),
|
| 600 |
+
"end": int(end_pdf),
|
| 601 |
+
"scope": scope if scope in {"consolidated", "standalone"} else "unknown",
|
| 602 |
+
"title": None,
|
| 603 |
+
"score": 55.0, # heuristic
|
| 604 |
+
}
|
| 605 |
+
)
|
| 606 |
+
|
| 607 |
+
for stmt in TARGETS:
|
| 608 |
+
toc_blocks[stmt] = _dedup_blocks(toc_blocks[stmt])
|
| 609 |
+
|
| 610 |
+
# merge blocks
|
| 611 |
+
merged_blocks: Dict[str, List[Dict[str, Any]]] = {}
|
| 612 |
+
for stmt in TARGETS:
|
| 613 |
+
merged_blocks[stmt] = _dedup_blocks((title_blocks.get(stmt) or []) + (toc_blocks.get(stmt) or []))
|
| 614 |
+
|
| 615 |
+
# keep only top N blocks by score, but keep distinct scope if possible
|
| 616 |
+
bl = sorted(merged_blocks[stmt], key=lambda b: float(b.get("score") or 0.0), reverse=True)
|
| 617 |
+
chosen: List[Dict[str, Any]] = []
|
| 618 |
+
seen_scope = set()
|
| 619 |
+
for b in bl:
|
| 620 |
+
scope = (b.get("scope") or "unknown")
|
| 621 |
+
if scope in seen_scope and len(bl) > 1:
|
| 622 |
+
continue
|
| 623 |
+
chosen.append(b)
|
| 624 |
+
seen_scope.add(scope)
|
| 625 |
+
if len(chosen) >= 4: # internal cap, actual final cap comes from settings in main
|
| 626 |
+
break
|
| 627 |
+
merged_blocks[stmt] = sorted(chosen, key=lambda b: (int(b["start"]), int(b["end"])))
|
| 628 |
+
|
| 629 |
+
debug_info["heuristic_blocks_0_based"] = merged_blocks
|
| 630 |
+
|
| 631 |
+
# 3) Strong per-page scoring candidates (fallback / also helpful for LLM page picking)
|
| 632 |
candidates: Dict[str, List[Tuple[int, float]]] = {k: [] for k in TARGETS}
|
| 633 |
reasons_store: Dict[str, Dict[int, Any]] = {k: {} for k in TARGETS}
|
| 634 |
|
| 635 |
+
for i, txt in enumerate(all_texts):
|
|
|
|
|
|
|
|
|
|
| 636 |
for stmt in TARGETS:
|
| 637 |
+
sc, why = score_statement_page(txt or "", stmt)
|
| 638 |
if sc > 0:
|
| 639 |
+
candidates[stmt].append((i, float(sc)))
|
| 640 |
+
if debug and (why.get("title") or sc > 80):
|
| 641 |
+
reasons_store[stmt][i] = why
|
| 642 |
|
| 643 |
for stmt in TARGETS:
|
| 644 |
candidates[stmt].sort(key=lambda x: x[1], reverse=True)
|
| 645 |
+
debug_info["top_scoring"][stmt] = candidates[stmt][: min(len(candidates[stmt]), 10)]
|
| 646 |
+
candidates[stmt] = candidates[stmt][:topk_per_statement]
|
| 647 |
+
debug_info[f"reasons_{stmt}"] = reasons_store[stmt]
|
|
|
|
|
|
|
|
|
|
| 648 |
|
| 649 |
return candidates, debug_info
|
| 650 |
|
|
|
|
| 654 |
debug_info: Dict[str, Any],
|
| 655 |
page_count: int,
|
| 656 |
max_images: int,
|
| 657 |
+
max_blocks_per_statement: int = 2,
|
| 658 |
) -> List[int]:
|
| 659 |
"""
|
| 660 |
+
Prefer multi-block heuristic pages (include BOTH consolidated + standalone if found).
|
| 661 |
+
Else fallback to top candidates + neighbors.
|
| 662 |
"""
|
| 663 |
+
picked: List[int] = []
|
| 664 |
seen = set()
|
| 665 |
|
| 666 |
def add(p: int):
|
|
|
|
| 668 |
seen.add(p)
|
| 669 |
picked.append(p)
|
| 670 |
|
| 671 |
+
blocks_by_stmt = debug_info.get("heuristic_blocks_0_based") or {}
|
| 672 |
+
if isinstance(blocks_by_stmt, dict) and any(blocks_by_stmt.get(k) for k in TARGETS):
|
|
|
|
| 673 |
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 674 |
+
bl = blocks_by_stmt.get(stmt) or []
|
| 675 |
+
if not isinstance(bl, list) or not bl:
|
| 676 |
+
continue
|
| 677 |
+
|
| 678 |
+
# pick top blocks, prefer distinct scopes
|
| 679 |
+
bl_sorted = sorted(bl, key=lambda b: float(b.get("score") or 0.0), reverse=True)
|
| 680 |
+
chosen: List[Dict[str, Any]] = []
|
| 681 |
+
seen_scope = set()
|
| 682 |
+
for b in bl_sorted:
|
| 683 |
+
scope = (b.get("scope") or "unknown")
|
| 684 |
+
if scope in seen_scope and len(bl_sorted) > 1:
|
| 685 |
+
continue
|
| 686 |
+
chosen.append(b)
|
| 687 |
+
seen_scope.add(scope)
|
| 688 |
+
if len(chosen) >= max_blocks_per_statement:
|
| 689 |
+
break
|
| 690 |
+
|
| 691 |
+
for b in chosen:
|
| 692 |
+
s, e = int(b.get("start")), int(b.get("end"))
|
| 693 |
for p in range(s, e + 1):
|
| 694 |
add(p)
|
| 695 |
add(s - 1)
|
| 696 |
add(e + 1)
|
| 697 |
+
|
| 698 |
return sorted(picked)
|
| 699 |
|
| 700 |
+
# fallback: use top candidates
|
| 701 |
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 702 |
for (p, _sc) in candidates.get(stmt, [])[:2]:
|
| 703 |
add(p)
|