Spaces:
Sleeping
Sleeping
Upload 9 files
Browse files- Dockerfile +32 -0
- app.py +67 -0
- config.py +45 -0
- index.html +86 -0
- main.py +297 -0
- openrouter_client.py +256 -0
- pdf_io.py +75 -0
- requirements.txt +7 -0
- statement_candidates.py +545 -0
Dockerfile
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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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RUN apt-get update && apt-get install -y \
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tesseract-ocr \
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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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# 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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app.py
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import os
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import shutil
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import tempfile
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import json
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from fastapi import FastAPI, File, UploadFile, HTTPException
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from fastapi.responses import JSONResponse, HTMLResponse
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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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# Mount static files to serve index.html
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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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@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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return f.read()
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@app.post("/analyze")
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async def analyze_endpoint(file: UploadFile = File(...)):
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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 uploaded file to a temp location
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with tempfile.NamedTemporaryFile(delete=False, suffix=".pdf") as tmp:
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shutil.copyfileobj(file.file, tmp)
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tmp_path = tmp.name
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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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# 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=tmp_path,
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output_path="", # Don't write to file, just return dict
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debug_dir=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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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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if __name__ == "__main__":
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import uvicorn
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uvicorn.run(app, host="0.0.0.0", port=7860)
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config.py
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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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openrouter_model: str | None
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max_images: int
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dpi: int
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ocr_lang: 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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model = kwargs.get("openrouter_model") or os.getenv("OPENROUTER_MODEL", "").strip() or None
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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(os.getenv("MIN_TEXT_CHARS_FOR_DIGITAL", "80"))
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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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max_images=max_images,
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dpi=dpi,
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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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index.html
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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 { font-family: sans-serif; max-width: 800px; margin: 0 auto; padding: 20px; line-height: 1.6; }
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.container { border: 1px solid #ccc; padding: 20px; border-radius: 8px; background: #f9f9f9; }
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h1 { text-align: center; color: #333; }
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.form-group { margin-bottom: 20px; text-align: center; }
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input[type="file"] { margin: 10px 0; }
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button { background-color: #007bff; color: white; border: none; padding: 10px 20px; border-radius: 4px; cursor: pointer; font-size: 16px; }
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button:hover { background-color: #0056b3; }
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button:disabled { background-color: #ccc; cursor: not-allowed; }
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#status { text-align: center; margin-top: 10px; font-weight: bold; }
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#result { margin-top: 20px; white-space: pre-wrap; background: #fff; padding: 15px; border: 1px solid #ddd; border-radius: 4px; display: none; }
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.error { color: #dc3545; }
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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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<p style="text-align: center;">Upload a 10-K/Annual Report PDF to extract page ranges for primary financial statements.</p>
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<div class="form-group">
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<input type="file" id="pdfInput" accept=".pdf" />
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<br>
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<button id="analyzeBtn" onclick="analyzePdf()">Analyze PDF</button>
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</div>
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<div id="status"></div>
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<pre id="result"></pre>
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</div>
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<script>
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async function analyzePdf() {
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const input = document.getElementById('pdfInput');
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const file = input.files[0];
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const btn = document.getElementById('analyzeBtn');
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const status = document.getElementById('status');
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const resultDisplay = document.getElementById('result');
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if (!file) {
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alert("Please select a PDF file first.");
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return;
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}
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// Reset UI
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btn.disabled = true;
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status.textContent = "Analyzing... This may take a minute.";
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status.className = "";
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resultDisplay.style.display = 'none';
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resultDisplay.textContent = "";
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const formData = new FormData();
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formData.append('file', file);
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try {
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const response = await fetch('/analyze', {
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method: 'POST',
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body: formData
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});
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if (!response.ok) {
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const errorData = await response.json();
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throw new Error(errorData.detail || "Analysis failed");
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}
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const data = await response.json();
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status.textContent = "Analysis Complete!";
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resultDisplay.textContent = JSON.stringify(data, null, 2);
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resultDisplay.style.display = 'block';
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} catch (error) {
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console.error("Error:", error);
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status.textContent = "Error: " + error.message;
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status.className = "error";
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} finally {
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btn.disabled = false;
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}
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}
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</script>
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</body>
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</html>
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main.py
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|
| 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
|
| 8 |
+
from statement_candidates import build_candidate_lists, select_pages_for_llm
|
| 9 |
+
from openrouter_client import (
|
| 10 |
+
choose_free_vision_model,
|
| 11 |
+
choose_any_free_text_model,
|
| 12 |
+
chat_completion,
|
| 13 |
+
make_user_message_with_images,
|
| 14 |
+
robust_json_loads,
|
| 15 |
+
repair_to_json,
|
| 16 |
+
)
|
| 17 |
+
|
| 18 |
+
|
| 19 |
+
PROMPT_TEMPLATE = """
|
| 20 |
+
You are given:
|
| 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 |
+
Identify the PDF PAGE RANGES (start_page, end_page) for the THREE PRIMARY FINANCIAL STATEMENT TABLES ONLY:
|
| 26 |
+
- Balance Sheet (a.k.a. Statement of Financial Position / Consolidated Balance Sheets)
|
| 27 |
+
- Profit & Loss (a.k.a. Income Statement / Statements of Earnings / Statements of Operations)
|
| 28 |
+
- Cash Flow Statement (Statements of Cash Flows)
|
| 29 |
+
|
| 30 |
+
IMPORTANT RULES (STRICT):
|
| 31 |
+
- Only return ranges for the PRIMARY consolidated financial statements pages.
|
| 32 |
+
- Do NOT return ranges for note disclosures (e.g., derivatives, leases, fair value tables), MD&A, segment notes, or narrative discussion.
|
| 33 |
+
- A primary statement table page usually has:
|
| 34 |
+
(a) a clear statement title at the top (e.g., “Consolidated Balance Sheets”)
|
| 35 |
+
(b) many numeric columns (often multiple years)
|
| 36 |
+
(c) canonical line items like:
|
| 37 |
+
Balance sheet: “Total assets”, “Total liabilities”, “Total equity/stockholders’ equity”
|
| 38 |
+
P&L: “Net revenues/sales”, “Cost of sales”, “Operating income”, “Net earnings/income”, “Earnings per share”
|
| 39 |
+
Cash flow: “Cash flows from operating/investing/financing activities”, “Net cash provided by”, “Cash and cash equivalents at end”
|
| 40 |
+
- If a statement continues onto the next page, include that continuation page in the range.
|
| 41 |
+
|
| 42 |
+
Pages provided (OCR snippets):
|
| 43 |
+
{page_snippets}
|
| 44 |
+
|
| 45 |
+
Output JSON ONLY in this schema (no extra keys, no markdown):
|
| 46 |
+
{{
|
| 47 |
+
"balance_sheet": {{"start_page": int, "end_page": int, "confidence": float, "title": str}},
|
| 48 |
+
"profit_and_loss": {{"start_page": int, "end_page": int, "confidence": float, "title": str}},
|
| 49 |
+
"cash_flow": {{"start_page": int, "end_page": int, "confidence": float, "title": str}}
|
| 50 |
+
}}
|
| 51 |
+
|
| 52 |
+
Remember: PDF page numbers are 1-based in your output.
|
| 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 |
+
def build_page_snippets(page_texts, selected_pages):
|
| 69 |
+
chunks = []
|
| 70 |
+
for p in selected_pages:
|
| 71 |
+
pt = page_texts[p]
|
| 72 |
+
txt = (pt.extracted_text or "") + "\n" + (pt.ocr_text or "")
|
| 73 |
+
txt = " ".join(txt.strip().split())
|
| 74 |
+
if len(txt) > 900:
|
| 75 |
+
txt = txt[:900] + "..."
|
| 76 |
+
chunks.append(f"- Page {p+1}: {txt}")
|
| 77 |
+
return "\n".join(chunks)
|
| 78 |
+
|
| 79 |
+
|
| 80 |
+
def validate_ranges(result: dict, page_count: int) -> dict:
|
| 81 |
+
def clamp(v):
|
| 82 |
+
if v is None:
|
| 83 |
+
return None
|
| 84 |
+
if not isinstance(v, int):
|
| 85 |
+
return None
|
| 86 |
+
if v < 1 or v > page_count:
|
| 87 |
+
return None
|
| 88 |
+
return v
|
| 89 |
+
|
| 90 |
+
for k in ["balance_sheet", "profit_and_loss", "cash_flow"]:
|
| 91 |
+
obj = result.get(k, {})
|
| 92 |
+
if not isinstance(obj, dict):
|
| 93 |
+
result[k] = {"start_page": None, "end_page": None, "confidence": 0.0, "evidence_pages": [], "title": None}
|
| 94 |
+
continue
|
| 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 |
+
obj["start_page"] = sp
|
| 102 |
+
obj["end_page"] = ep
|
| 103 |
+
if "confidence" not in obj or not isinstance(obj["confidence"], (int, float)):
|
| 104 |
+
obj["confidence"] = 0.0
|
| 105 |
+
if "evidence_pages" not in obj or not isinstance(obj["evidence_pages"], list):
|
| 106 |
+
obj["evidence_pages"] = []
|
| 107 |
+
if "title" not in obj:
|
| 108 |
+
obj["title"] = None
|
| 109 |
+
result[k] = obj
|
| 110 |
+
|
| 111 |
+
if "notes" not in result or not isinstance(result["notes"], list):
|
| 112 |
+
result["notes"] = []
|
| 113 |
+
return result
|
| 114 |
+
|
| 115 |
+
|
| 116 |
+
def analyze_pdf(
|
| 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 |
+
Analyzes a PDF to find financial statement page ranges.
|
| 124 |
+
Returns the result dict.
|
| 125 |
+
"""
|
| 126 |
+
settings_kwargs = {}
|
| 127 |
+
if openrouter_api_key:
|
| 128 |
+
settings_kwargs["openrouter_api_key"] = openrouter_api_key
|
| 129 |
+
|
| 130 |
+
st = load_settings(**settings_kwargs)
|
| 131 |
+
|
| 132 |
+
log(f"Loading PDF: {pdf_path}")
|
| 133 |
+
page_texts, page_count = extract_texts_from_pdf(
|
| 134 |
+
pdf_path=pdf_path,
|
| 135 |
+
dpi=st.dpi,
|
| 136 |
+
ocr_lang=st.ocr_lang,
|
| 137 |
+
min_text_chars_for_digital=st.min_text_chars_for_digital,
|
| 138 |
+
)
|
| 139 |
+
|
| 140 |
+
ocr_pages = sum(1 for p in page_texts if p.used_ocr)
|
| 141 |
+
log(f"Pages: {page_count} | OCR used on {ocr_pages} pages")
|
| 142 |
+
|
| 143 |
+
candidates, cand_debug = build_candidate_lists(page_texts, top_k=30, debug=True)
|
| 144 |
+
log("TOC/Index debug:")
|
| 145 |
+
log(f" item8_toc_page = {cand_debug.get('item8_toc_page')}")
|
| 146 |
+
log(f" toc_internal = {cand_debug.get('toc_internal')}")
|
| 147 |
+
log(f" toc_pdf_all = {cand_debug.get('toc_pdf_targets_all')}")
|
| 148 |
+
log(f" heuristic_ranges_0_based = {cand_debug.get('heuristic_ranges_0_based')}")
|
| 149 |
+
|
| 150 |
+
selected_pages = select_pages_for_llm(
|
| 151 |
+
candidates=candidates,
|
| 152 |
+
debug_info=cand_debug,
|
| 153 |
+
page_count=page_count,
|
| 154 |
+
max_images=st.max_images
|
| 155 |
+
)
|
| 156 |
+
log(f"Selected pages to render/send (1-indexed): {[p+1 for p in selected_pages]}")
|
| 157 |
+
|
| 158 |
+
log(f"Rendering {len(selected_pages)} pages to images (dpi={st.dpi})...")
|
| 159 |
+
page_png_map = render_pages_to_png_bytes(pdf_path, selected_pages, dpi=st.dpi)
|
| 160 |
+
log("Image rendering done.")
|
| 161 |
+
|
| 162 |
+
if st.openrouter_model:
|
| 163 |
+
model = st.openrouter_model
|
| 164 |
+
log(f"Using model from env: {model}")
|
| 165 |
+
else:
|
| 166 |
+
model = choose_free_vision_model(st.openrouter_api_key, preferred=DEFAULT_FREE_VISION_MODELS)
|
| 167 |
+
log(f"Auto-selected free vision model: {model}")
|
| 168 |
+
|
| 169 |
+
snippets = build_page_snippets(page_texts, selected_pages)
|
| 170 |
+
prompt = PROMPT_TEMPLATE.format(page_snippets=snippets)
|
| 171 |
+
|
| 172 |
+
# --- LLM call with progressive image backoff ---
|
| 173 |
+
pages_sent = list(selected_pages)
|
| 174 |
+
llm_res = None
|
| 175 |
+
while pages_sent:
|
| 176 |
+
images = [page_png_map[p] for p in pages_sent]
|
| 177 |
+
msg = make_user_message_with_images(prompt, images)
|
| 178 |
+
|
| 179 |
+
log(f"Calling OpenRouter (images={len(images)})...")
|
| 180 |
+
llm_res = chat_completion(
|
| 181 |
+
api_key=st.openrouter_api_key,
|
| 182 |
+
model=model,
|
| 183 |
+
messages=[msg],
|
| 184 |
+
max_tokens=4096,
|
| 185 |
+
temperature=0.0,
|
| 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 |
+
result = robust_json_loads(raw_text)
|
| 220 |
+
log("Parsed JSON successfully.")
|
| 221 |
+
except Exception as e:
|
| 222 |
+
log(f"JSON parse failed: {e}")
|
| 223 |
+
# Save raw text
|
| 224 |
+
try:
|
| 225 |
+
import os
|
| 226 |
+
os.makedirs(debug_dir, exist_ok=True)
|
| 227 |
+
with open(f"{debug_dir}/llm_raw_output.txt", "w", encoding="utf-8") as f:
|
| 228 |
+
f.write(raw_text)
|
| 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 |
+
result = validate_ranges(result, page_count=page_count)
|
| 262 |
+
result["debug"] = {
|
| 263 |
+
"model_used": model,
|
| 264 |
+
"pages_sent": [p + 1 for p in pages_sent],
|
| 265 |
+
"candidate_pages": candidates,
|
| 266 |
+
"finish_reason": llm_res.finish_reason,
|
| 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 |
+
log(f"Saved output: {output_path}")
|
| 274 |
+
|
| 275 |
+
return result
|
| 276 |
+
|
| 277 |
+
|
| 278 |
+
def main():
|
| 279 |
+
ap = argparse.ArgumentParser()
|
| 280 |
+
ap.add_argument("--pdf", required=True, help="Path to financial report PDF")
|
| 281 |
+
ap.add_argument("--out", default="ranges.json", help="Output JSON path")
|
| 282 |
+
ap.add_argument("--debug_dir", default="debug", help="Folder to write debug artifacts")
|
| 283 |
+
args = ap.parse_args()
|
| 284 |
+
|
| 285 |
+
# Call the core logic
|
| 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 |
+
|
| 296 |
+
if __name__ == "__main__":
|
| 297 |
+
main()
|
openrouter_client.py
ADDED
|
@@ -0,0 +1,256 @@
|
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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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|
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|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
import base64
|
| 3 |
+
import json
|
| 4 |
+
import re
|
| 5 |
+
from dataclasses import dataclass
|
| 6 |
+
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 |
+
|
| 13 |
+
|
| 14 |
+
@dataclass
|
| 15 |
+
class ChatResult:
|
| 16 |
+
content: str
|
| 17 |
+
finish_reason: str | None
|
| 18 |
+
native_finish_reason: str | None
|
| 19 |
+
tool_calls: Any
|
| 20 |
+
raw: dict
|
| 21 |
+
|
| 22 |
+
|
| 23 |
+
def list_models(api_key: str) -> dict:
|
| 24 |
+
headers = {"Authorization": f"Bearer {api_key}"}
|
| 25 |
+
r = requests.get(OPENROUTER_MODELS_URL, headers=headers, timeout=60)
|
| 26 |
+
r.raise_for_status()
|
| 27 |
+
return r.json()
|
| 28 |
+
|
| 29 |
+
|
| 30 |
+
def choose_free_vision_model(api_key: str, preferred: list[str]) -> str:
|
| 31 |
+
models = list_models(api_key).get("data", [])
|
| 32 |
+
by_id = {m.get("id"): m for m in models}
|
| 33 |
+
|
| 34 |
+
def is_free(m: dict) -> bool:
|
| 35 |
+
pricing = m.get("pricing") or {}
|
| 36 |
+
try:
|
| 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 |
+
def is_vision(m: dict) -> bool:
|
| 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 is_free(m) and is_vision(m):
|
| 55 |
+
return m.get("id")
|
| 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, preferred: list[str] | None = None) -> 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 is_free(m) and is_text_input(m):
|
| 84 |
+
return m.get("id")
|
| 85 |
+
|
| 86 |
+
raise RuntimeError("Could not find any free text-capable model in /models.")
|
| 87 |
+
|
| 88 |
+
|
| 89 |
+
def _img_bytes_to_data_url(png_bytes: bytes) -> str:
|
| 90 |
+
b64 = base64.b64encode(png_bytes).decode("utf-8")
|
| 91 |
+
return f"data:image/png;base64,{b64}"
|
| 92 |
+
|
| 93 |
+
|
| 94 |
+
def make_user_message_with_images(prompt_text: str, images: list[bytes]) -> dict:
|
| 95 |
+
"""
|
| 96 |
+
OpenRouter follows OpenAI chat schema; some SDK examples show imageUrl (camelCase).
|
| 97 |
+
We include both keys for maximum compatibility.
|
| 98 |
+
"""
|
| 99 |
+
content: list[dict] = [{"type": "text", "text": prompt_text}]
|
| 100 |
+
for im in images:
|
| 101 |
+
url = _img_bytes_to_data_url(im)
|
| 102 |
+
content.append(
|
| 103 |
+
{
|
| 104 |
+
"type": "image_url",
|
| 105 |
+
"image_url": {"url": url}, # OpenAI-style
|
| 106 |
+
"imageUrl": {"url": url}, # SDK-style
|
| 107 |
+
}
|
| 108 |
+
)
|
| 109 |
+
return {"role": "user", "content": content}
|
| 110 |
+
|
| 111 |
+
|
| 112 |
+
def chat_completion(
|
| 113 |
+
api_key: str,
|
| 114 |
+
model: str,
|
| 115 |
+
messages: list[dict],
|
| 116 |
+
max_tokens: int = 2000,
|
| 117 |
+
temperature: float = 0.0,
|
| 118 |
+
require_json: bool = True,
|
| 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 |
+
# OpenRouter can return errors at top-level even with HTTP 200 in some scenarios
|
| 149 |
+
if isinstance(data, dict) and "error" in data and data["error"]:
|
| 150 |
+
# keep raw for debugging
|
| 151 |
+
return ChatResult(
|
| 152 |
+
content="",
|
| 153 |
+
finish_reason="error",
|
| 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 |
+
finish_reason=choice0.get("finish_reason"),
|
| 168 |
+
native_finish_reason=choice0.get("native_finish_reason"),
|
| 169 |
+
tool_calls=tool_calls,
|
| 170 |
+
raw=data,
|
| 171 |
+
)
|
| 172 |
+
|
| 173 |
+
|
| 174 |
+
def _extract_json_from_codeblock(s: str) -> str | None:
|
| 175 |
+
# ```json ... ```
|
| 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 _extract_first_balanced_object(s: str) -> str | None:
|
| 183 |
+
"""
|
| 184 |
+
Extract the first balanced {...} JSON object from arbitrary text.
|
| 185 |
+
"""
|
| 186 |
+
start = s.find("{")
|
| 187 |
+
if start == -1:
|
| 188 |
+
return None
|
| 189 |
+
|
| 190 |
+
depth = 0
|
| 191 |
+
for i in range(start, len(s)):
|
| 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(s)
|
| 210 |
+
except Exception:
|
| 211 |
+
pass
|
| 212 |
+
|
| 213 |
+
# 2) codeblock
|
| 214 |
+
cb = _extract_json_from_codeblock(s)
|
| 215 |
+
if cb:
|
| 216 |
+
try:
|
| 217 |
+
return json.loads(cb)
|
| 218 |
+
except Exception:
|
| 219 |
+
pass
|
| 220 |
+
|
| 221 |
+
# 3) balanced object
|
| 222 |
+
obj = _extract_first_balanced_object(s)
|
| 223 |
+
if obj:
|
| 224 |
+
return json.loads(obj)
|
| 225 |
+
|
| 226 |
+
raise ValueError("Could not parse JSON from model output (no valid JSON object found).")
|
| 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 |
+
Ask a free model to convert arbitrary text into valid JSON for our schema.
|
| 237 |
+
"""
|
| 238 |
+
repair_prompt = f"""Convert the following content into VALID JSON ONLY.
|
| 239 |
+
No markdown, no backticks, no explanations.
|
| 240 |
+
|
| 241 |
+
Schema (must match keys/types):
|
| 242 |
+
{schema_hint}
|
| 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=[msg],
|
| 252 |
+
max_tokens=900,
|
| 253 |
+
temperature=0.0,
|
| 254 |
+
require_json=True,
|
| 255 |
+
)
|
| 256 |
+
return robust_json_loads(res.content)
|
pdf_io.py
ADDED
|
@@ -0,0 +1,75 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
from dataclasses import dataclass
|
| 3 |
+
from typing import List, Optional, Tuple
|
| 4 |
+
import fitz # PyMuPDF
|
| 5 |
+
from PIL import Image
|
| 6 |
+
import io
|
| 7 |
+
|
| 8 |
+
@dataclass
|
| 9 |
+
class PageText:
|
| 10 |
+
page_index: int # 0-based
|
| 11 |
+
extracted_text: str
|
| 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 |
+
def render_page_to_pil(doc: fitz.Document, page_index: int, dpi: int) -> Image.Image:
|
| 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.frombytes("RGB", [pix.width, pix.height], pix.samples)
|
| 24 |
+
return img
|
| 25 |
+
|
| 26 |
+
def ocr_pil_image(img: Image.Image, lang: str = "eng") -> str:
|
| 27 |
+
try:
|
| 28 |
+
import pytesseract
|
| 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
|
| 50 |
+
results: List[PageText] = []
|
| 51 |
+
|
| 52 |
+
for i in range(page_count):
|
| 53 |
+
page = doc.load_page(i)
|
| 54 |
+
extracted = _safe_text(page.get_text("text"))
|
| 55 |
+
|
| 56 |
+
if is_likely_scanned(extracted, min_text_chars_for_digital):
|
| 57 |
+
img = render_page_to_pil(doc, i, dpi=dpi)
|
| 58 |
+
ocr_txt = ocr_pil_image(img, lang=ocr_lang)
|
| 59 |
+
results.append(PageText(i, extracted_text=extracted, ocr_text=ocr_txt, used_ocr=True))
|
| 60 |
+
else:
|
| 61 |
+
results.append(PageText(i, extracted_text=extracted, ocr_text="", used_ocr=False))
|
| 62 |
+
|
| 63 |
+
doc.close()
|
| 64 |
+
return results, page_count
|
| 65 |
+
|
| 66 |
+
def render_pages_to_png_bytes(pdf_path: str, page_indices: List[int], dpi: int) -> dict[int, bytes]:
|
| 67 |
+
doc = fitz.open(pdf_path)
|
| 68 |
+
out: dict[int, bytes] = {}
|
| 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[p] = buf.getvalue()
|
| 74 |
+
doc.close()
|
| 75 |
+
return out
|
requirements.txt
ADDED
|
@@ -0,0 +1,7 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
fastapi
|
| 2 |
+
uvicorn
|
| 3 |
+
python-multipart
|
| 4 |
+
pymupdf
|
| 5 |
+
pillow
|
| 6 |
+
requests
|
| 7 |
+
python-dotenv
|
statement_candidates.py
ADDED
|
@@ -0,0 +1,545 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
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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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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 (you want ONLY these 3)
|
| 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 (based on your screenshots + common 10-K phrasing)
|
| 20 |
+
# =========================
|
| 21 |
+
TITLE_VARIANTS: Dict[str, List[str]] = {
|
| 22 |
+
"balance_sheet": [
|
| 23 |
+
"Consolidated Balance Sheets",
|
| 24 |
+
"Balance Sheets",
|
| 25 |
+
"Statement of Financial Position",
|
| 26 |
+
],
|
| 27 |
+
"profit_and_loss": [
|
| 28 |
+
"Consolidated Statements of Earnings", # AbbVie screenshot
|
| 29 |
+
"Consolidated Statements of Operations",
|
| 30 |
+
"Consolidated Statements of Income",
|
| 31 |
+
"Income Statement",
|
| 32 |
+
"Statement of Profit and Loss",
|
| 33 |
+
],
|
| 34 |
+
"cash_flow": [
|
| 35 |
+
"Consolidated Statements of Cash Flows",
|
| 36 |
+
"Statement of Cash Flows",
|
| 37 |
+
"Cash Flow Statement",
|
| 38 |
+
],
|
| 39 |
+
# auxiliary
|
| 40 |
+
"comprehensive_income": [
|
| 41 |
+
"Consolidated Statements of Comprehensive Income",
|
| 42 |
+
"Statement of Comprehensive Income",
|
| 43 |
+
],
|
| 44 |
+
"equity": [
|
| 45 |
+
"Consolidated Statements of Equity",
|
| 46 |
+
"Statement of Stockholders' Equity",
|
| 47 |
+
"Statement of Shareholders' Equity",
|
| 48 |
+
],
|
| 49 |
+
"notes": [
|
| 50 |
+
"Notes to Consolidated Financial Statements",
|
| 51 |
+
"Notes to Financial Statements",
|
| 52 |
+
],
|
| 53 |
+
}
|
| 54 |
+
|
| 55 |
+
# Footer phrase (exact idea from your images)
|
| 56 |
+
INTEGRAL_FOOTER = "the accompanying notes are an integral part"
|
| 57 |
+
|
| 58 |
+
# =========================
|
| 59 |
+
# Signature table line-items (increase precision against note tables)
|
| 60 |
+
# =========================
|
| 61 |
+
SIG_TERMS: Dict[str, List[str]] = {
|
| 62 |
+
"balance_sheet": [
|
| 63 |
+
"total assets",
|
| 64 |
+
"total liabilities",
|
| 65 |
+
"total equity",
|
| 66 |
+
"stockholders' equity",
|
| 67 |
+
"shareholders' equity",
|
| 68 |
+
"assets",
|
| 69 |
+
"liabilities and equity",
|
| 70 |
+
"current assets",
|
| 71 |
+
"current liabilities",
|
| 72 |
+
],
|
| 73 |
+
"profit_and_loss": [
|
| 74 |
+
"net revenues",
|
| 75 |
+
"net sales",
|
| 76 |
+
"revenue",
|
| 77 |
+
"cost of products sold",
|
| 78 |
+
"cost of sales",
|
| 79 |
+
"gross profit",
|
| 80 |
+
"operating income",
|
| 81 |
+
"operating earnings",
|
| 82 |
+
"net earnings",
|
| 83 |
+
"net income",
|
| 84 |
+
"earnings per share",
|
| 85 |
+
"basic",
|
| 86 |
+
"diluted",
|
| 87 |
+
],
|
| 88 |
+
"cash_flow": [
|
| 89 |
+
"cash flows from operating activities",
|
| 90 |
+
"cash flows from investing activities",
|
| 91 |
+
"cash flows from financing activities",
|
| 92 |
+
"net cash provided by operating activities",
|
| 93 |
+
"net cash used in investing activities",
|
| 94 |
+
"net cash used in financing activities",
|
| 95 |
+
"cash and cash equivalents, end of year",
|
| 96 |
+
"cash and equivalents, end of year",
|
| 97 |
+
"net change in cash",
|
| 98 |
+
],
|
| 99 |
+
# aux
|
| 100 |
+
"notes": ["note 1", "note 2", "notes to consolidated financial statements"],
|
| 101 |
+
}
|
| 102 |
+
|
| 103 |
+
NOTE_HEADING_RE = re.compile(r"^\s*note\s+\d+\b", re.IGNORECASE)
|
| 104 |
+
|
| 105 |
+
# Typical TOC “dot leaders”
|
| 106 |
+
DOT_LEADER_RE = re.compile(r"\.{5,}")
|
| 107 |
+
|
| 108 |
+
# Item 8 TOC trigger
|
| 109 |
+
ITEM8_RE = re.compile(r"\bITEM\s+8\.\s+FINANCIAL\s+STATEMENTS\s+AND\s+SUPPLEMENTARY\s+DATA\b", re.IGNORECASE)
|
| 110 |
+
|
| 111 |
+
|
| 112 |
+
# =========================
|
| 113 |
+
# Page object -> combined text
|
| 114 |
+
# =========================
|
| 115 |
+
def _combined_text(page_obj: Any) -> str:
|
| 116 |
+
"""
|
| 117 |
+
Works with your PageText dataclass:
|
| 118 |
+
extracted_text + ocr_text
|
| 119 |
+
Also supports dict/object string fallback.
|
| 120 |
+
"""
|
| 121 |
+
if page_obj is None:
|
| 122 |
+
return ""
|
| 123 |
+
if isinstance(page_obj, str):
|
| 124 |
+
return page_obj
|
| 125 |
+
|
| 126 |
+
# dict-like
|
| 127 |
+
if isinstance(page_obj, dict):
|
| 128 |
+
a = page_obj.get("extracted_text") or page_obj.get("text") or ""
|
| 129 |
+
b = page_obj.get("ocr_text") or ""
|
| 130 |
+
return (a + "\n" + b).strip()
|
| 131 |
+
|
| 132 |
+
# attribute style
|
| 133 |
+
a = getattr(page_obj, "extracted_text", None) or getattr(page_obj, "text", None) or ""
|
| 134 |
+
b = getattr(page_obj, "ocr_text", None) or ""
|
| 135 |
+
return (a + "\n" + b).strip()
|
| 136 |
+
|
| 137 |
+
|
| 138 |
+
def _page_index(page_obj: Any, fallback: int) -> int:
|
| 139 |
+
if isinstance(page_obj, dict):
|
| 140 |
+
if isinstance(page_obj.get("page_index"), int):
|
| 141 |
+
return int(page_obj["page_index"])
|
| 142 |
+
v = getattr(page_obj, "page_index", None)
|
| 143 |
+
return int(v) if isinstance(v, int) else fallback
|
| 144 |
+
|
| 145 |
+
|
| 146 |
+
def _norm(s: str) -> str:
|
| 147 |
+
return re.sub(r"\s+", " ", (s or "")).strip().lower()
|
| 148 |
+
|
| 149 |
+
|
| 150 |
+
# =========================
|
| 151 |
+
# Fuzzy title detection (OCR typos tolerant)
|
| 152 |
+
# =========================
|
| 153 |
+
def _fuzzy_line_contains_title(top_lines: List[str], title: str, threshold: float = 0.86) -> bool:
|
| 154 |
+
title_n = _norm(title)
|
| 155 |
+
for ln in top_lines:
|
| 156 |
+
ln_n = _norm(ln)
|
| 157 |
+
if not ln_n:
|
| 158 |
+
continue
|
| 159 |
+
# direct contains
|
| 160 |
+
if title_n in ln_n:
|
| 161 |
+
return True
|
| 162 |
+
# fuzzy ratio
|
| 163 |
+
r = difflib.SequenceMatcher(None, ln_n, title_n).ratio()
|
| 164 |
+
if r >= threshold:
|
| 165 |
+
return True
|
| 166 |
+
return False
|
| 167 |
+
|
| 168 |
+
|
| 169 |
+
def detect_title(text: str, stmt: str) -> bool:
|
| 170 |
+
lines = (text or "").splitlines()
|
| 171 |
+
top_lines = [ln.strip() for ln in lines[:14] if ln.strip()] # titles live here in your screenshots
|
| 172 |
+
for variant in TITLE_VARIANTS.get(stmt, []):
|
| 173 |
+
if _fuzzy_line_contains_title(top_lines, variant):
|
| 174 |
+
return True
|
| 175 |
+
return False
|
| 176 |
+
|
| 177 |
+
|
| 178 |
+
# =========================
|
| 179 |
+
# Footer internal page number extraction (10-K style)
|
| 180 |
+
# =========================
|
| 181 |
+
FOOTER_PIPE_RE = re.compile(r"\|\s*(\d{1,4})\s*$", re.MULTILINE)
|
| 182 |
+
FOOTER_FORM_RE = re.compile(r"form\s+10-?k\s*\|\s*(\d{1,4})\s*$", re.IGNORECASE | re.MULTILINE)
|
| 183 |
+
|
| 184 |
+
def extract_footer_internal_page(text: str) -> Optional[int]:
|
| 185 |
+
t = text or ""
|
| 186 |
+
|
| 187 |
+
m = FOOTER_PIPE_RE.findall(t)
|
| 188 |
+
if m:
|
| 189 |
+
return int(m[-1])
|
| 190 |
+
|
| 191 |
+
m = FOOTER_FORM_RE.findall(t)
|
| 192 |
+
if m:
|
| 193 |
+
return int(m[-1])
|
| 194 |
+
|
| 195 |
+
# fallback: last few non-empty lines that are ONLY digits (avoid table numbers)
|
| 196 |
+
lines = [ln.strip() for ln in (t.splitlines() if t else []) if ln.strip()]
|
| 197 |
+
for ln in reversed(lines[-6:]):
|
| 198 |
+
if re.fullmatch(r"\d{1,4}", ln):
|
| 199 |
+
return int(ln)
|
| 200 |
+
|
| 201 |
+
return None
|
| 202 |
+
|
| 203 |
+
|
| 204 |
+
# =========================
|
| 205 |
+
# Item 8 TOC page detection + TOC parsing
|
| 206 |
+
# AbbVie TOC is "title line" then next line has page number ("55")
|
| 207 |
+
# =========================
|
| 208 |
+
def find_item8_toc_page(all_texts: Sequence[str]) -> Optional[int]:
|
| 209 |
+
"""
|
| 210 |
+
Choose the Item 8 page that LOOKS like an index/TOC (has dot leaders or 'Page').
|
| 211 |
+
"""
|
| 212 |
+
candidates = []
|
| 213 |
+
for i, txt in enumerate(all_texts):
|
| 214 |
+
if not ITEM8_RE.search(txt or ""):
|
| 215 |
+
continue
|
| 216 |
+
low = _norm(txt)
|
| 217 |
+
tocish = ("page" in low) and (DOT_LEADER_RE.search(txt or "") is not None)
|
| 218 |
+
if tocish:
|
| 219 |
+
candidates.append(i)
|
| 220 |
+
|
| 221 |
+
return candidates[0] if candidates else None
|
| 222 |
+
|
| 223 |
+
|
| 224 |
+
def parse_statement_index_numbers(toc_text: str) -> Dict[str, int]:
|
| 225 |
+
"""
|
| 226 |
+
Returns internal page numbers from the index.
|
| 227 |
+
Handles:
|
| 228 |
+
- same line "Consolidated Balance Sheets .... 57"
|
| 229 |
+
- two-line "Consolidated Balance Sheets" newline "57" (AbbVie)
|
| 230 |
+
"""
|
| 231 |
+
lines = [ln.strip() for ln in (toc_text or "").splitlines()]
|
| 232 |
+
out: Dict[str, int] = {}
|
| 233 |
+
|
| 234 |
+
# compile quick patterns
|
| 235 |
+
pats = {
|
| 236 |
+
"profit_and_loss": re.compile(r"consolidated\s+statements?\s+of\s+(earnings|operations|income)", re.I),
|
| 237 |
+
"comprehensive_income": re.compile(r"consolidated\s+statements?\s+of\s+comprehensive\s+income", re.I),
|
| 238 |
+
"balance_sheet": re.compile(r"consolidated\s+balance\s+sheets?|statement\s+of\s+financial\s+position", re.I),
|
| 239 |
+
"equity": re.compile(r"consolidated\s+statements?\s+of\s+equity|stockholders[’']\s+equity|shareholders[’']\s+equity", re.I),
|
| 240 |
+
"cash_flow": re.compile(r"consolidated\s+statements?\s+of\s+cash\s+flows?", re.I),
|
| 241 |
+
"notes": re.compile(r"notes\s+to\s+consolidated\s+financial\s+statements", re.I),
|
| 242 |
+
}
|
| 243 |
+
|
| 244 |
+
for i, ln in enumerate(lines):
|
| 245 |
+
if not ln:
|
| 246 |
+
continue
|
| 247 |
+
|
| 248 |
+
for key, pat in pats.items():
|
| 249 |
+
if not pat.search(ln):
|
| 250 |
+
continue
|
| 251 |
+
|
| 252 |
+
# case 1: number on same line at end
|
| 253 |
+
m = re.findall(r"(\d{1,4})\s*$", ln)
|
| 254 |
+
if m and ln.endswith(m[-1]):
|
| 255 |
+
out[key] = int(m[-1])
|
| 256 |
+
continue
|
| 257 |
+
|
| 258 |
+
# case 2: number on next non-empty line
|
| 259 |
+
j = i + 1
|
| 260 |
+
while j < len(lines) and not lines[j]:
|
| 261 |
+
j += 1
|
| 262 |
+
if j < len(lines) and re.fullmatch(r"\d{1,4}", lines[j]):
|
| 263 |
+
out[key] = int(lines[j])
|
| 264 |
+
|
| 265 |
+
return out
|
| 266 |
+
|
| 267 |
+
|
| 268 |
+
def build_internal_to_pdf_map(all_texts: Sequence[str]) -> Dict[int, int]:
|
| 269 |
+
"""
|
| 270 |
+
internal_page_number -> pdf_page_index
|
| 271 |
+
"""
|
| 272 |
+
mapping: Dict[int, int] = {}
|
| 273 |
+
for pdf_i, txt in enumerate(all_texts):
|
| 274 |
+
n = extract_footer_internal_page(txt or "")
|
| 275 |
+
if n is None:
|
| 276 |
+
continue
|
| 277 |
+
mapping.setdefault(n, pdf_i) # keep first occurrence
|
| 278 |
+
return mapping
|
| 279 |
+
|
| 280 |
+
|
| 281 |
+
def map_internal_to_pdf(internal: int, internal_to_pdf: Dict[int, int]) -> Optional[int]:
|
| 282 |
+
"""
|
| 283 |
+
Robust mapping:
|
| 284 |
+
- direct if exists
|
| 285 |
+
- else estimate from nearest known internal page (assumes mostly consecutive internal numbering)
|
| 286 |
+
"""
|
| 287 |
+
if internal in internal_to_pdf:
|
| 288 |
+
return internal_to_pdf[internal]
|
| 289 |
+
|
| 290 |
+
# nearest neighbor estimate
|
| 291 |
+
keys = sorted(internal_to_pdf.keys())
|
| 292 |
+
if not keys:
|
| 293 |
+
return None
|
| 294 |
+
|
| 295 |
+
# find closest key
|
| 296 |
+
best_k = min(keys, key=lambda k: abs(k - internal))
|
| 297 |
+
return internal_to_pdf[best_k] + (internal - best_k)
|
| 298 |
+
|
| 299 |
+
|
| 300 |
+
# =========================
|
| 301 |
+
# Strong statement scoring (only used if TOC mapping fails)
|
| 302 |
+
# =========================
|
| 303 |
+
def _page_stats(text: str) -> Dict[str, float]:
|
| 304 |
+
t = text or ""
|
| 305 |
+
low = t.lower()
|
| 306 |
+
|
| 307 |
+
# numeric signals
|
| 308 |
+
year_count = len(re.findall(r"\b20\d{2}\b", t))
|
| 309 |
+
currency_count = len(re.findall(r"[$€£]|usd|inr|eur|gbp", low))
|
| 310 |
+
paren_neg = len(re.findall(r"\(\s*\d", t)) # (123) negatives
|
| 311 |
+
integral = 1.0 if INTEGRAL_FOOTER in low else 0.0
|
| 312 |
+
|
| 313 |
+
tokens = re.findall(r"[A-Za-z]+|\d+(?:,\d{3})*(?:\.\d+)?", t)
|
| 314 |
+
if not tokens:
|
| 315 |
+
return dict(num_ratio=0.0, year_count=float(year_count), currency=float(currency_count),
|
| 316 |
+
paren=float(paren_neg), integral=integral)
|
| 317 |
+
|
| 318 |
+
nums = sum(1 for tok in tokens if re.fullmatch(r"\d+(?:,\d{3})*(?:\.\d+)?", tok))
|
| 319 |
+
alphas = sum(1 for tok in tokens if re.fullmatch(r"[A-Za-z]+", tok))
|
| 320 |
+
num_ratio = nums / max(1.0, nums + alphas)
|
| 321 |
+
|
| 322 |
+
return dict(num_ratio=float(num_ratio), year_count=float(year_count), currency=float(currency_count),
|
| 323 |
+
paren=float(paren_neg), integral=integral)
|
| 324 |
+
|
| 325 |
+
|
| 326 |
+
def score_statement_page(text: str, stmt: str) -> Tuple[float, Dict[str, Any]]:
|
| 327 |
+
low = (text or "").lower()
|
| 328 |
+
top = (text or "")[:1200]
|
| 329 |
+
st = _page_stats(text)
|
| 330 |
+
|
| 331 |
+
reasons = {"title": False, "sig_hits": [], "integral": False, "penalties": [], "stats": st}
|
| 332 |
+
score = 0.0
|
| 333 |
+
|
| 334 |
+
# Title near top is a MUST (or fuzzy)
|
| 335 |
+
if detect_title(top, stmt):
|
| 336 |
+
score += 60.0
|
| 337 |
+
reasons["title"] = True
|
| 338 |
+
else:
|
| 339 |
+
# without title, heavily downrank (note tables can be very numeric)
|
| 340 |
+
score -= 25.0
|
| 341 |
+
reasons["penalties"].append("no_title(-25)")
|
| 342 |
+
|
| 343 |
+
# Integral footer is very characteristic of primary statements (seen in your screenshots)
|
| 344 |
+
if st["integral"] > 0:
|
| 345 |
+
score += 18.0
|
| 346 |
+
reasons["integral"] = True
|
| 347 |
+
|
| 348 |
+
# Signature line items: require multiple hits
|
| 349 |
+
hits = 0
|
| 350 |
+
for term in SIG_TERMS.get(stmt, []):
|
| 351 |
+
if term in low:
|
| 352 |
+
hits += 1
|
| 353 |
+
reasons["sig_hits"].append(term)
|
| 354 |
+
score += min(hits, 10) * 6.0 # stronger weight
|
| 355 |
+
|
| 356 |
+
# Table-ness: years + currency + negative brackets + numeric ratio
|
| 357 |
+
score += st["num_ratio"] * 30.0
|
| 358 |
+
score += min(st["year_count"], 10.0) * 1.5
|
| 359 |
+
score += min(st["currency"], 10.0) * 2.0
|
| 360 |
+
score += min(st["paren"], 10.0) * 1.0
|
| 361 |
+
|
| 362 |
+
# Hard penalties for NOTE pages
|
| 363 |
+
if NOTE_HEADING_RE.search((text or "")[:220]):
|
| 364 |
+
score -= 60.0
|
| 365 |
+
reasons["penalties"].append("note_heading(-60)")
|
| 366 |
+
|
| 367 |
+
# If it looks like TOC index page, punish (dot leaders)
|
| 368 |
+
if DOT_LEADER_RE.search(text or ""):
|
| 369 |
+
score -= 30.0
|
| 370 |
+
reasons["penalties"].append("toc_dotleaders(-30)")
|
| 371 |
+
|
| 372 |
+
# Guardrails:
|
| 373 |
+
# If title found but it doesn't look like a table at all, punish
|
| 374 |
+
if reasons["title"] and st["num_ratio"] < 0.10 and st["year_count"] < 1:
|
| 375 |
+
score -= 35.0
|
| 376 |
+
reasons["penalties"].append("title_without_table(-35)")
|
| 377 |
+
|
| 378 |
+
# Require at least 2 signature hits for high confidence
|
| 379 |
+
if hits < 2:
|
| 380 |
+
score -= 18.0
|
| 381 |
+
reasons["penalties"].append("low_sig_hits(<2)(-18)")
|
| 382 |
+
|
| 383 |
+
return score, reasons
|
| 384 |
+
|
| 385 |
+
|
| 386 |
+
# =========================
|
| 387 |
+
# Range inference from ordered statement starts
|
| 388 |
+
# =========================
|
| 389 |
+
def infer_ranges_from_starts(
|
| 390 |
+
starts_pdf: Dict[str, int],
|
| 391 |
+
page_count: int,
|
| 392 |
+
ordered_keys: List[str],
|
| 393 |
+
) -> Dict[str, Tuple[int, int]]:
|
| 394 |
+
"""
|
| 395 |
+
Given start pdf indices (0-based) for an ordered list of keys,
|
| 396 |
+
return inclusive ranges for TARGETS based on next-start-1.
|
| 397 |
+
"""
|
| 398 |
+
# keep only those that exist
|
| 399 |
+
items = [(k, starts_pdf[k]) for k in ordered_keys if k in starts_pdf and isinstance(starts_pdf[k], int)]
|
| 400 |
+
items.sort(key=lambda x: x[1])
|
| 401 |
+
|
| 402 |
+
next_start = {}
|
| 403 |
+
for idx, (k, p) in enumerate(items):
|
| 404 |
+
nxt = items[idx + 1][1] if idx + 1 < len(items) else None
|
| 405 |
+
next_start[k] = nxt
|
| 406 |
+
|
| 407 |
+
ranges: Dict[str, Tuple[int, int]] = {}
|
| 408 |
+
for k, p in items:
|
| 409 |
+
end = (next_start[k] - 1) if next_start[k] is not None else p
|
| 410 |
+
end = min(max(end, p), page_count - 1)
|
| 411 |
+
ranges[k] = (p, end)
|
| 412 |
+
|
| 413 |
+
# return only targets that exist
|
| 414 |
+
return {k: ranges[k] for k in TARGETS if k in ranges}
|
| 415 |
+
|
| 416 |
+
|
| 417 |
+
# =========================
|
| 418 |
+
# Public API
|
| 419 |
+
# =========================
|
| 420 |
+
def build_candidate_lists(
|
| 421 |
+
pages: Sequence[Any],
|
| 422 |
+
top_k: int = 25,
|
| 423 |
+
debug: bool = True,
|
| 424 |
+
) -> Tuple[Dict[str, List[Tuple[int, float]]], Dict[str, Any]]:
|
| 425 |
+
"""
|
| 426 |
+
Returns:
|
| 427 |
+
candidates: {stmt: [(pdf_page_idx, score), ...]} for TARGETS only
|
| 428 |
+
debug_info: contains toc/internal mapping and top explanations
|
| 429 |
+
"""
|
| 430 |
+
all_texts = [_combined_text(p) for p in pages]
|
| 431 |
+
page_count = len(all_texts)
|
| 432 |
+
|
| 433 |
+
debug_info: Dict[str, Any] = {
|
| 434 |
+
"item8_toc_page": None,
|
| 435 |
+
"toc_internal": {},
|
| 436 |
+
"internal_to_pdf_map_size": 0,
|
| 437 |
+
"toc_pdf_targets_all": {},
|
| 438 |
+
"heuristic_ranges_0_based": {},
|
| 439 |
+
"top_scoring": {},
|
| 440 |
+
}
|
| 441 |
+
|
| 442 |
+
# ---- 1) TOC-based detection (most accurate on 10-K) ----
|
| 443 |
+
toc_i = find_item8_toc_page(all_texts)
|
| 444 |
+
if toc_i is not None:
|
| 445 |
+
toc_text = all_texts[toc_i]
|
| 446 |
+
toc_internal = parse_statement_index_numbers(toc_text)
|
| 447 |
+
internal_to_pdf = build_internal_to_pdf_map(all_texts)
|
| 448 |
+
|
| 449 |
+
toc_pdf_all: Dict[str, int] = {}
|
| 450 |
+
for k, internal_n in toc_internal.items():
|
| 451 |
+
mapped = map_internal_to_pdf(internal_n, internal_to_pdf)
|
| 452 |
+
if mapped is not None and 0 <= mapped < page_count:
|
| 453 |
+
toc_pdf_all[k] = mapped
|
| 454 |
+
|
| 455 |
+
debug_info.update({
|
| 456 |
+
"item8_toc_page": toc_i,
|
| 457 |
+
"toc_internal": toc_internal,
|
| 458 |
+
"internal_to_pdf_map_size": len(internal_to_pdf),
|
| 459 |
+
"toc_pdf_targets_all": toc_pdf_all,
|
| 460 |
+
})
|
| 461 |
+
|
| 462 |
+
# If we got our 3 targets, build direct ranges using the typical order:
|
| 463 |
+
# Earnings -> Comprehensive Income -> Balance Sheet -> Equity -> Cash Flow -> Notes
|
| 464 |
+
if all(k in toc_pdf_all for k in ["profit_and_loss", "balance_sheet", "cash_flow"]):
|
| 465 |
+
ordered = ["profit_and_loss", "comprehensive_income", "balance_sheet", "equity", "cash_flow", "notes"]
|
| 466 |
+
ranges = infer_ranges_from_starts(toc_pdf_all, page_count, ordered)
|
| 467 |
+
debug_info["heuristic_ranges_0_based"] = ranges
|
| 468 |
+
|
| 469 |
+
# Build candidates directly from these starts with huge confidence
|
| 470 |
+
candidates = {k: [] for k in TARGETS}
|
| 471 |
+
for k in TARGETS:
|
| 472 |
+
start, end = ranges.get(k, (None, None))
|
| 473 |
+
if start is None:
|
| 474 |
+
continue
|
| 475 |
+
# prioritize start page; include end too
|
| 476 |
+
candidates[k].append((start, 999.0))
|
| 477 |
+
if end != start:
|
| 478 |
+
candidates[k].append((end, 950.0))
|
| 479 |
+
return candidates, debug_info
|
| 480 |
+
|
| 481 |
+
# ---- 2) Fallback: statement scoring over ALL pages ----
|
| 482 |
+
candidates: Dict[str, List[Tuple[int, float]]] = {k: [] for k in TARGETS}
|
| 483 |
+
reasons_store: Dict[str, Dict[int, Any]] = {k: {} for k in TARGETS}
|
| 484 |
+
|
| 485 |
+
for i, p in enumerate(pages):
|
| 486 |
+
idx = _page_index(p, i)
|
| 487 |
+
txt = _combined_text(p)
|
| 488 |
+
|
| 489 |
+
for stmt in TARGETS:
|
| 490 |
+
sc, why = score_statement_page(txt, stmt)
|
| 491 |
+
if sc > 0:
|
| 492 |
+
candidates[stmt].append((idx, float(sc)))
|
| 493 |
+
if debug and (why["title"] or sc > 80):
|
| 494 |
+
reasons_store[stmt][idx] = why
|
| 495 |
+
|
| 496 |
+
for stmt in TARGETS:
|
| 497 |
+
candidates[stmt].sort(key=lambda x: x[1], reverse=True)
|
| 498 |
+
candidates[stmt] = candidates[stmt][:max(8, top_k)]
|
| 499 |
+
if debug:
|
| 500 |
+
debug_info["top_scoring"][stmt] = [
|
| 501 |
+
{"page": p, "score": round(s, 2), "why": reasons_store[stmt].get(p)}
|
| 502 |
+
for p, s in candidates[stmt][:10]
|
| 503 |
+
]
|
| 504 |
+
|
| 505 |
+
return candidates, debug_info
|
| 506 |
+
|
| 507 |
+
|
| 508 |
+
def select_pages_for_llm(
|
| 509 |
+
candidates: Dict[str, List[Tuple[int, float]]],
|
| 510 |
+
debug_info: Dict[str, Any],
|
| 511 |
+
page_count: int,
|
| 512 |
+
max_images: int,
|
| 513 |
+
) -> List[int]:
|
| 514 |
+
"""
|
| 515 |
+
If TOC-based ranges exist -> send ONLY those pages (+neighbors) (highest precision).
|
| 516 |
+
Else -> send top candidates + neighbors.
|
| 517 |
+
"""
|
| 518 |
+
picked = []
|
| 519 |
+
seen = set()
|
| 520 |
+
|
| 521 |
+
def add(p: int):
|
| 522 |
+
if 0 <= p < page_count and p not in seen and len(picked) < max_images:
|
| 523 |
+
seen.add(p)
|
| 524 |
+
picked.append(p)
|
| 525 |
+
|
| 526 |
+
# TOC ranges (best)
|
| 527 |
+
ranges = debug_info.get("heuristic_ranges_0_based") or {}
|
| 528 |
+
if ranges:
|
| 529 |
+
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 530 |
+
if stmt in ranges:
|
| 531 |
+
s, e = ranges[stmt]
|
| 532 |
+
for p in range(s, e + 1):
|
| 533 |
+
add(p)
|
| 534 |
+
add(s - 1)
|
| 535 |
+
add(e + 1)
|
| 536 |
+
return sorted(picked)
|
| 537 |
+
|
| 538 |
+
# fallback
|
| 539 |
+
for stmt in ["profit_and_loss", "balance_sheet", "cash_flow"]:
|
| 540 |
+
for (p, _sc) in candidates.get(stmt, [])[:2]:
|
| 541 |
+
add(p)
|
| 542 |
+
add(p - 1)
|
| 543 |
+
add(p + 1)
|
| 544 |
+
|
| 545 |
+
return sorted(picked)
|