Spaces:
Sleeping
Sleeping
File size: 81,878 Bytes
fffb995 06541c6 4685f40 9b21413 0c1c330 fffb995 53dfd3e 7fbf37f 53dfd3e 7fbf37f 53dfd3e 7fbf37f 53dfd3e 7fbf37f 966ed33 70c9fdf 5cc96b8 bcc62dd fffb995 0c1c330 594145e 5cc96b8 11bf437 fffb995 11bf437 70c9fdf 7fbf37f 594145e 966ed33 7fbf37f fffb995 7fbf37f 594145e 6d7f99b f73f524 7fbf37f 6d7f99b 594145e fffb995 6d7f99b 7cb1629 fffb995 6d7f99b fffb995 d501982 7cb1629 fffb995 4685f40 7cb1629 fffb995 4685f40 d501982 594145e fffb995 7ce9acd 594145e fffb995 7ce9acd 594145e fffb995 7cb1629 fffb995 53b4e69 7cb1629 6af94a9 b1c7862 7fbf37f fffb995 c606d27 fffb995 c606d27 7cb1629 b1c7862 7fbf37f b1c7862 fffb995 6d7f99b b1c7862 7fbf37f 11bf437 7fbf37f 11bf437 7fbf37f 603d40c 11bf437 7fbf37f 11bf437 70c9fdf e4d155c b0e24e3 7d3501d b0e24e3 bcc62dd b0e24e3 bcc62dd b0e24e3 51eab06 7fbf37f 7d3501d bcc62dd 7fbf37f 7d3501d bcc62dd 7d3501d bcc62dd 85ac333 bcc62dd 7fbf37f 7d3501d 7fbf37f 7d3501d 594145e 7d3501d 7fbf37f 7d3501d b0e24e3 7d3501d 7fbf37f 7d3501d 594145e 7d3501d 594145e 7d3501d b0e24e3 594145e b0e24e3 594145e 7d3501d 594145e 7d3501d 7cb1629 b1c7862 7d3501d 594145e 7d3501d b0e24e3 7d3501d 7fbf37f 594145e 678d4a1 8a7e53d 594145e 8a7e53d 499765d 8a7e53d fffb995 678d4a1 a78a490 7fbf37f 594145e 621cdc6 fffb995 594145e 621cdc6 594145e 621cdc6 7fbf37f fffb995 0c1c330 fffb995 06541c6 fffb995 06541c6 9b21413 06541c6 9b21413 06541c6 9b21413 06541c6 4685f40 06541c6 4685f40 06541c6 4685f40 9b21413 4685f40 9b21413 4685f40 9b21413 4685f40 9b21413 4685f40 9b21413 4685f40 06541c6 9b21413 06541c6 fffb995 9b21413 fffb995 9b21413 fffb995 06541c6 fffb995 4685f40 fffb995 06541c6 4685f40 fffb995 0c1c330 fffb995 9b21413 6d7f99b 5a7f070 f1dbd49 e8fb17b 309a064 e8fb17b 3a9cbb4 0c1c330 7ce9acd d525cbd 7fbf37f 7ce9acd fffb995 7ce9acd fffb995 7ce9acd 7fbf37f fffb995 7fbf37f 7ce9acd 7fbf37f 7ce9acd 9d3abd8 d525cbd 7ce9acd 9d3abd8 7ce9acd d525cbd 9d3abd8 7fbf37f fffb995 7fbf37f fffb995 7fbf37f 416ddf3 0c1c330 fffb995 5a7f070 e8fb17b 6d7f99b 3d43af7 603d40c e5c70c7 309a064 53b4e69 603d40c 3c91f34 79c2a66 7fbf37f 7cb1629 594145e 7fbf37f 37508d7 7fbf37f fffb995 37508d7 7fbf37f 7cb1629 37508d7 7fbf37f 47c1654 7fbf37f fffb995 7fbf37f 47c1654 53b4e69 7cb1629 53b4e69 7fbf37f 37508d7 7fbf37f 37508d7 7fbf37f 37508d7 7fbf37f 37508d7 7fbf37f fffb995 37508d7 7fbf37f 47c1654 7fbf37f 37508d7 fffb995 7fbf37f fffb995 37508d7 7fbf37f 37508d7 7fbf37f 37508d7 7fbf37f fffb995 37508d7 7fbf37f 31f684f 7fbf37f 31f684f 7fbf37f fffb995 7fbf37f fffb995 31f684f 7fbf37f 69880fb 7fbf37f fffb995 7fbf37f 31f684f 7fbf37f fffb995 7fbf37f 31f684f 7fbf37f fffb995 7fbf37f fffb995 7fbf37f 31f684f 7fbf37f 31f684f 7fbf37f 69880fb fffb995 9b21413 5a7f070 e8fb17b 53b4e69 9b21413 603d40c 79c2a66 603d40c 6d7f99b 7fbf37f 31f684f 7fbf37f 9e49eb8 7fbf37f 31f684f 7fbf37f 53b4e69 7fbf37f 31f684f 69880fb 7fbf37f 69880fb 7fbf37f cc4a31f 4e256e3 7fbf37f 5bef6c6 11bf437 fffb995 11bf437 5cc96b8 bcc62dd 0c1c330 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827 828 829 830 831 832 833 834 835 836 837 838 839 840 841 842 843 844 845 846 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 863 864 865 866 867 868 869 870 871 872 873 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 967 968 969 970 971 972 973 974 975 976 977 978 979 980 981 982 983 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 1000 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 1011 1012 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040 1041 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1052 1053 1054 1055 1056 1057 1058 1059 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 1085 1086 1087 1088 1089 1090 1091 1092 1093 1094 1095 1096 1097 1098 1099 1100 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117 1118 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 1135 1136 1137 1138 1139 1140 1141 1142 1143 1144 1145 1146 1147 1148 1149 1150 1151 1152 1153 1154 1155 1156 1157 1158 1159 1160 1161 1162 1163 1164 1165 1166 1167 1168 1169 1170 1171 1172 1173 1174 1175 1176 1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187 1188 1189 1190 1191 1192 1193 1194 1195 1196 1197 1198 1199 1200 1201 1202 1203 1204 1205 1206 1207 1208 1209 1210 1211 1212 1213 1214 1215 1216 1217 1218 1219 1220 1221 1222 1223 1224 1225 1226 1227 1228 1229 1230 1231 1232 1233 1234 1235 1236 1237 1238 1239 1240 1241 1242 1243 1244 1245 1246 1247 1248 1249 1250 1251 1252 1253 1254 1255 1256 1257 1258 1259 1260 1261 1262 1263 1264 1265 1266 1267 1268 1269 1270 1271 1272 1273 1274 1275 1276 1277 1278 1279 1280 1281 1282 1283 1284 1285 1286 1287 1288 1289 1290 1291 1292 1293 1294 1295 1296 1297 1298 1299 1300 1301 1302 1303 1304 1305 1306 1307 1308 1309 1310 1311 1312 1313 1314 1315 1316 1317 1318 1319 1320 1321 1322 1323 1324 1325 1326 1327 1328 1329 1330 1331 1332 1333 1334 1335 1336 1337 1338 1339 1340 1341 1342 1343 1344 1345 1346 1347 1348 1349 1350 1351 1352 1353 1354 1355 1356 1357 1358 1359 1360 1361 1362 1363 1364 1365 1366 1367 1368 1369 1370 1371 1372 1373 1374 1375 1376 1377 1378 1379 1380 1381 1382 1383 1384 1385 1386 1387 1388 1389 1390 1391 1392 1393 1394 1395 1396 1397 1398 1399 1400 1401 1402 1403 1404 1405 1406 1407 1408 1409 1410 1411 1412 1413 1414 1415 1416 1417 1418 1419 1420 1421 1422 1423 1424 1425 1426 1427 1428 1429 1430 1431 1432 1433 1434 1435 1436 1437 1438 1439 1440 1441 1442 1443 1444 1445 1446 1447 1448 1449 1450 1451 1452 1453 1454 1455 1456 1457 1458 1459 1460 1461 1462 1463 1464 1465 1466 1467 1468 1469 1470 1471 1472 1473 1474 1475 1476 1477 1478 1479 1480 1481 1482 1483 1484 1485 1486 1487 1488 1489 1490 1491 1492 1493 1494 1495 1496 1497 1498 1499 1500 1501 1502 1503 1504 1505 1506 1507 1508 1509 1510 1511 1512 1513 1514 1515 1516 1517 1518 1519 1520 1521 1522 1523 1524 1525 1526 1527 1528 1529 1530 1531 1532 1533 1534 1535 1536 1537 1538 1539 1540 1541 1542 1543 1544 1545 1546 1547 1548 1549 1550 1551 1552 1553 1554 1555 1556 1557 1558 1559 1560 1561 1562 1563 1564 1565 1566 1567 1568 1569 1570 1571 1572 1573 1574 1575 1576 1577 1578 1579 1580 1581 1582 1583 1584 1585 1586 1587 1588 1589 1590 1591 1592 1593 1594 1595 1596 1597 1598 1599 1600 1601 1602 1603 1604 1605 1606 1607 1608 1609 1610 1611 1612 1613 1614 1615 1616 1617 1618 1619 1620 1621 1622 1623 1624 1625 1626 1627 1628 1629 1630 1631 1632 1633 1634 1635 1636 1637 1638 1639 1640 1641 1642 1643 1644 1645 1646 1647 1648 1649 1650 1651 1652 1653 1654 1655 1656 1657 1658 1659 1660 1661 1662 1663 1664 1665 1666 1667 1668 1669 1670 1671 1672 1673 1674 1675 1676 1677 1678 1679 1680 1681 1682 1683 1684 1685 1686 1687 1688 1689 1690 1691 1692 1693 1694 1695 1696 1697 1698 1699 1700 1701 1702 1703 1704 1705 1706 1707 1708 1709 1710 1711 1712 1713 1714 1715 1716 1717 1718 1719 1720 1721 1722 1723 1724 1725 1726 1727 1728 1729 1730 1731 1732 1733 1734 1735 1736 1737 1738 1739 1740 1741 1742 1743 1744 1745 1746 1747 1748 1749 1750 1751 1752 1753 1754 1755 1756 1757 1758 1759 1760 1761 1762 1763 1764 1765 1766 1767 1768 1769 1770 1771 1772 1773 1774 1775 1776 1777 1778 1779 1780 1781 1782 1783 1784 1785 1786 1787 1788 1789 1790 1791 1792 1793 1794 1795 1796 1797 1798 1799 1800 1801 1802 1803 1804 1805 1806 1807 1808 1809 1810 1811 1812 1813 1814 1815 1816 1817 1818 1819 1820 1821 1822 1823 1824 1825 1826 1827 1828 1829 1830 1831 1832 1833 1834 1835 1836 1837 1838 1839 1840 1841 1842 1843 1844 1845 1846 1847 1848 1849 1850 1851 1852 1853 1854 1855 1856 1857 1858 1859 1860 1861 1862 1863 1864 1865 1866 1867 1868 1869 1870 1871 1872 1873 1874 1875 1876 1877 1878 1879 1880 1881 1882 1883 1884 1885 1886 1887 1888 1889 1890 1891 1892 1893 1894 1895 1896 1897 1898 1899 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 2073 2074 2075 2076 2077 2078 2079 2080 2081 2082 2083 2084 2085 2086 2087 2088 2089 2090 2091 2092 2093 2094 2095 2096 2097 2098 2099 2100 2101 2102 2103 2104 2105 2106 2107 2108 2109 2110 2111 2112 2113 2114 2115 2116 2117 2118 2119 2120 2121 2122 2123 2124 2125 2126 2127 2128 2129 2130 2131 2132 2133 2134 2135 2136 2137 2138 2139 2140 2141 2142 2143 2144 2145 2146 2147 2148 2149 2150 2151 2152 2153 2154 2155 2156 2157 2158 2159 2160 2161 2162 2163 2164 2165 2166 2167 2168 2169 2170 2171 2172 2173 2174 2175 2176 2177 2178 2179 2180 2181 2182 2183 2184 2185 2186 2187 2188 2189 2190 2191 2192 2193 2194 2195 2196 2197 2198 2199 2200 2201 2202 2203 2204 2205 2206 2207 2208 2209 2210 2211 2212 2213 2214 2215 2216 2217 2218 2219 2220 2221 2222 2223 2224 2225 2226 2227 2228 2229 2230 2231 2232 2233 2234 2235 2236 2237 2238 2239 2240 2241 2242 2243 2244 2245 2246 2247 2248 2249 2250 2251 2252 2253 2254 2255 2256 2257 2258 2259 2260 2261 2262 2263 | #!/usr/bin/env python3
"""
Simplified GLM-OCR Hugging Face / local Gradio app.
Scope (intentionally small):
- PDF → padded high-DPI page images → GLM-OCR body markdown
- Header band: PDF text extraction first, optional header OCR fallback
- Footer band: same pattern, with light dedup so we do not paste a full
transaction dump twice when the body already captured it
Universal image pipeline (same for every PDF, no keywords / no bank logic):
- Higher rasterization scale + extra white padding so fine print, boxed
section labels, and right-aligned amounts sit farther from the clip edge.
- Mild contrast + unsharp mask on every raster sent to the model so
thin rules and small glyphs are easier to read before recognition.
Explicitly omitted vs the heavy Space build:
- No text-layer row injection, institution-specific splits (UCB / Navy /
TD / First Horizon / …), or doc-wide dedupe passes.
Included (data-driven, no institution names):
- HTML tables: modal logical width from rowspan-free rows (colspan-aware);
pad short rows; trim trailing empty cells; expand each row to a logical
grid, then slide a solitary amount token past trailing blank logical slots
into the rightmost slot (colspan-aware). Rowspan rows are skipped for edits
but do not disable an entire table. Stabilization runs in multiple passes.
- Split single cells that clearly contain transaction amount + trailing balance
(two money tokens, tight gap) into two cells so classifiers can see a balance column.
- Long runs of plain-text ledger lines (date + description + amount, optional balance)
are coerced into one HTML table when 5+ consecutive lines match generic patterns.
- thead uses th only; degenerate empty/sparse non-financial tables are dropped.
Configure GLMOCR_API_KEY (environment variable). Optional: glmocr + gradio +
pymupdf + pillow installed.
"""
# Patch asyncio first (before Gradio imports it) to reduce Python 3.13 loop noise
import asyncio
try:
_orig_close = asyncio.BaseEventLoop.close
def _safe_close(self):
try:
_orig_close(self)
except (ValueError, OSError):
pass
asyncio.BaseEventLoop.close = _safe_close
except Exception:
pass
import html
import logging
import os
import re
import tempfile
from collections import Counter
from typing import List, Optional, Tuple
import yaml
try:
import glmocr
GLMOCR_BASE = os.path.dirname(glmocr.__file__)
CONFIG_PATH = os.path.join(GLMOCR_BASE, "config.yaml")
except ImportError:
glmocr = None # type: ignore
GLMOCR_BASE = ""
CONFIG_PATH = ""
log = logging.getLogger("glmocr_simple_app")
logging.basicConfig(level=logging.INFO)
# ---------------------------------------------------------------------------
# Settings — tuned for dense financial PDFs; applies to every document
# ---------------------------------------------------------------------------
# Never commit secrets: Space / local runs use ZHIPU_API_KEY or GLMOCR_API_KEY.
GLMOCR_API_KEY = "cee1d52dd91a4ab591b3f6e105f8ad89.LgbQTECuzX0zrito"
if not GLMOCR_API_KEY:
log.warning(
"No ZHIPU_API_KEY or GLMOCR_API_KEY in environment; GlmOcr() will fail until you set one."
)
# Rasterization: higher scale = more pixels per PDF point (helps small type,
# boxed headers, and narrow columns). Same constant for all uploads.
RENDER_SCALE = 3.35
# White margin as a fraction of page width/height after render. Extra right
# margin helps right-aligned currency columns that hug the page edge.
PAD_LEFT_FRAC = 0.035
PAD_RIGHT_FRAC = 0.125
PAD_TOP_FRAC = 0.018
PAD_BOTTOM_FRAC = 0.018
ENABLE_CONTRAST = True
# Slight contrast lift only; same factor for every file.
CONTRAST_FACTOR = 1.18
# Subtle edge enhancement after contrast (helps hairlines and small digits).
ENABLE_UNSHARP = True
UNSHARP_RADIUS = 0.78
UNSHARP_PERCENT = 76
UNSHARP_THRESHOLD = 1
DEFAULT_ZONE_FRAC = 0.12
PDF_HEADER_BAND_FRAC = 0.10
ENABLE_FOOTER_OCR = True
PDF_FOOTER_BAND_FRAC = 0.88
MIN_CROP_HEIGHT = 112
MIN_CROP_PIXELS = 112 * 112
# PNG compression 0–9; lower = less loss before GLM-OCR (same for all PDFs).
PAGE_PNG_COMPRESS_LEVEL = 3
# JPEG quality for small header/footer crops sent to the API.
ZONE_JPEG_QUALITY = 95
PAGE_JPEG_QUALITY = 88
MAX_PAGE_UPLOAD_BYTES = 9_200_000
# Keep page PNGs under MaaS input constraints to avoid 400 errors.
MAX_PAGE_LONG_SIDE = 3600
MAX_PAGE_TOTAL_PIXELS = 7_800_000
MIN_PDF_TEXT_CHARS_NATIVE_LAYER = 1500
_parser = None
def _enhance_raster_for_ocr(img):
"""
Improve legibility of every raster passed to GLM-OCR (full pages and
header/footer crops). No document text or keywords — same pipeline for
all PDFs and images.
"""
from PIL import ImageEnhance, ImageFilter
if ENABLE_CONTRAST:
img = ImageEnhance.Contrast(img).enhance(CONTRAST_FACTOR)
if ENABLE_UNSHARP:
img = img.filter(
ImageFilter.UnsharpMask(
radius=UNSHARP_RADIUS,
percent=UNSHARP_PERCENT,
threshold=UNSHARP_THRESHOLD,
)
)
return img
def get_parser():
global _parser
if glmocr is None:
raise RuntimeError("glmocr is not installed.")
if _parser is None:
from glmocr import GlmOcr
kw = {"mode": "maas"}
if GLMOCR_API_KEY:
kw["api_key"] = GLMOCR_API_KEY
_parser = GlmOcr(**kw)
return _parser
if CONFIG_PATH:
try:
with open(CONFIG_PATH, "r", encoding="utf-8") as f:
config = yaml.safe_load(f)
config.setdefault("pipeline", {}).setdefault("maas", {})
config["pipeline"]["maas"]["enabled"] = TrueCONFIG_PATH
config["pipeline"]["maas"]["api_key"] = GLMOCR_API_KEY
with open(CONFIG_PATH, "w", encoding="utf-8") as f:
yaml.dump(config, f, default_flow_style=False, sort_keys=False)
except Exception:
pass
def get_header_footer_zones(regions, norm_height=1000):
if not regions:
return None, None
y_tops, y_bottoms = [], []
for r in regions:
bbox = r.get("bbox_2d") if isinstance(r, dict) else getattr(r, "bbox_2d", None)
if bbox and len(bbox) >= 4:
y_tops.append(bbox[1])
y_bottoms.append(bbox[3])
if not y_tops:
return None, None
return min(y_tops) / norm_height, max(y_bottoms) / norm_height
def extract_zone_text_pdf(pdf_path, page_num, y_start_frac, y_end_frac):
try:
import pymupdf as fitz
doc = fitz.open(pdf_path)
page = doc[page_num]
h, w = page.rect.height, page.rect.width
rect = fitz.Rect(0, h * y_start_frac, w, h * y_end_frac)
text = page.get_text(clip=rect).strip()
doc.close()
return text
except Exception:
return ""
def extract_pdf_text_in_band(pdf_path, page_num, y_start_frac, y_end_frac):
try:
import pymupdf as fitz
doc = fitz.open(pdf_path)
page = doc[page_num]
h = page.rect.height
y_lo = h * y_start_frac
y_hi = h * y_end_frac
words = page.get_text("words")
doc.close()
parts = []
for w in words:
if len(w) >= 5:
y0, y1 = float(w[1]), float(w[3])
if y0 < y_hi and y1 > y_lo:
parts.append(w[4])
return " ".join(parts).strip()
except Exception:
return ""
def ocr_zone(image_path, y_start_frac, y_end_frac):
zone_name = "header" if y_end_frac < 0.5 else "footer"
try:
from PIL import Image
img = Image.open(image_path).convert("RGB")
w, h = img.size
y0 = max(0, int(h * y_start_frac))
y1 = min(h, int(h * y_end_frac))
if y1 <= y0:
return ""
crop = img.crop((0, y0, w, y1))
cw, ch = crop.size
if ch < MIN_CROP_HEIGHT or (cw * ch) < MIN_CROP_PIXELS:
need_h = max(ch, MIN_CROP_HEIGHT)
need_w = max(cw, 1)
if (need_w * need_h) < MIN_CROP_PIXELS:
need_w = max(need_w, (MIN_CROP_PIXELS + need_h - 1) // need_h)
canvas = Image.new("RGB", (need_w, need_h), (255, 255, 255))
if zone_name == "header":
canvas.paste(crop, (0, 0))
else:
canvas.paste(crop, (0, need_h - ch))
crop = canvas
fd, path = tempfile.mkstemp(suffix=".jpg")
os.close(fd)
try:
crop.save(path, "JPEG", quality=ZONE_JPEG_QUALITY)
parser = get_parser()
out = parser.parse(path)
if not isinstance(out, list):
out = [out]
if out and getattr(out[0], "markdown_result", None):
return (out[0].markdown_result or "").strip()
finally:
try:
os.unlink(path)
except Exception:
pass
except Exception as e:
log.warning("[%s] ocr_zone failed: %s", zone_name, e, exc_info=True)
return ""
def fix_account_number(hdr: str) -> str:
if not hdr:
return hdr
if "Account Number:" in hdr and "Account Number: " not in hdr:
m = re.search(r"[0-9]{5,}", hdr)
if m:
hdr = hdr.replace("Account Number:", "Account Number: " + m.group(0))
acct_match = re.search(r"Account Number: ([0-9]{5,})", hdr)
if acct_match:
acct = acct_match.group(1)
if hdr.startswith(acct):
hdr = hdr[len(acct) :].lstrip()
return hdr
def close_unclosed_html(md: str) -> str:
if not md:
return md
open_tags = re.findall(r"<(table|tbody|thead|tr|td|th)\b", md, flags=re.IGNORECASE)
close_tags = re.findall(r"</(table|tbody|thead|tr|td|th)>", md, flags=re.IGNORECASE)
def count(tags, name):
return sum(1 for t in tags if t.lower() == name)
for tag in reversed(["td", "th", "tr", "thead", "tbody", "table"]):
opened = count(open_tags, tag)
closed = count(close_tags, tag)
if opened > closed:
md += ("</%s>" % tag) * (opened - closed)
return md
_TR_OPEN = re.compile(r"<tr\b([^>]*)>", re.IGNORECASE)
_TR_CLOSE = re.compile(r"</tr>", re.IGNORECASE)
_CELL = re.compile(
r"<(td|th)(\b[^>]*?)>((?:(?!</?(?:td|th)\b).)*?)</(td|th)\s*>",
re.IGNORECASE | re.DOTALL,
)
# Currency tokens inside a cell (not anchored); used to split merged amount+balance.
_MONEY_IN_TEXT = re.compile(
r"(?:\$|€|£)?\s*-?\d{1,3}(?:,\d{3})*\.\d{2}\b|(?:\$|€|£)?\s*-?\d+\.\d{2}\b"
)
_EOL_MONEY = re.compile(
r"(?:\$|€|£)?\s*-?\d{1,3}(?:,\d{3})*\.\d{2}$|(?:\$|€|£)?\s*-?\d+\.\d{2}$"
)
def _split_cell_trailing_balance(full_cell: str) -> List[str]:
"""
When OCR puts transaction amount and running balance in one <td>, split into
two cells so classifiers can assign separate columns. Uses only currency
patterns and whitespace gaps (no header names).
"""
plain = _cell_plain_text(full_cell)
if len(plain) < 10:
return [full_cell]
spans = [(m.start(), m.end()) for m in _MONEY_IN_TEXT.finditer(plain)]
if len(spans) < 2:
return [full_cell]
(a0, a1), (b0, b1) = spans[-2], spans[-1]
if b1 < len(plain) - 16:
return [full_cell]
gap = plain[a1:b0]
if re.search(r"[A-Za-z]{2,}", gap):
return [full_cell]
if len(gap) > 14:
return [full_cell]
left = plain[:b0].strip()
right = plain[b0:].strip()
if not left or not right:
return [full_cell]
m = _CELL.fullmatch(full_cell.strip())
if not m:
return [full_cell]
tag, attrs = m.group(1), m.group(2)
return [
f"<{tag}{attrs}>{html.escape(left)}</{tag}>",
f"<{tag}{attrs}>{html.escape(right)}</{tag}>",
]
def _expand_tr_inner_split_merged(tr_inner: str) -> str:
"""Insert extra td/th where a single cell clearly holds amount + trailing balance."""
entries = _cell_entries(tr_inner)
if not entries:
return tr_inner
parts: List[str] = []
for full, span in entries:
if span != 1:
parts.append(full)
else:
parts.extend(_split_cell_trailing_balance(full))
return "".join(parts)
def _cell_entries(tr_inner: str) -> List[Tuple[str, int]]:
"""(full_cell_html, logical_width) for each td/th; 0 cells if unparseable."""
out: List[Tuple[str, int]] = []
for m in _CELL.finditer(tr_inner):
open_name, attrs, _body, close_name = m.group(1), m.group(2), m.group(3), m.group(4)
if open_name.lower() != close_name.lower():
continue
cm = re.search(r"colspan\s*=\s*[\"']?(\d+)", attrs, flags=re.IGNORECASE)
span = int(cm.group(1)) if cm else 1
span = max(1, span)
out.append((m.group(0), span))
return out
def _logical_row_width(entries: List[Tuple[str, int]]) -> int:
return sum(s for _f, s in entries)
def _cell_text_empty(full_cell: str) -> bool:
m = _CELL.fullmatch(full_cell.strip())
if not m:
inner = re.sub(r"<[^>]+>", " ", full_cell)
else:
inner = m.group(3)
inner = re.sub(r"\s+", " ", inner).strip()
inner = html.unescape(inner)
return inner == ""
def _cell_plain_text(full_cell: str) -> str:
"""Visible text of one td/th, no tags."""
m = _CELL.fullmatch(full_cell.strip())
if not m:
t = re.sub(r"<[^>]+>", " ", full_cell)
else:
t = m.group(3)
t = html.unescape(re.sub(r"\s+", " ", t).strip())
return t
def _is_whole_cell_currency(text: str) -> bool:
"""
True iff the cell is nothing but a currency-looking amount (optional $, commas, 2 decimals).
Excludes dates (slashes) and arbitrary prose — not keyed to column headers.
"""
t = (text or "").strip().strip("* \t\u00a0")
if not t or "/" in t:
return False
return bool(
re.fullmatch(
r"-?(?:\$|€|£)?\s*\d{1,3}(?:,\d{3})*\.\d{2}\s*",
t,
)
or re.fullmatch(r"-?(?:\$|€|£)?\s*\d+\.\d{2}\s*", t)
)
def _replace_cell_plain_body(full_cell: str, new_body_plain: str) -> str:
"""Rebuild one td/th preserving opening tag attributes; body is plain text (escaped)."""
m = _CELL.fullmatch(full_cell.strip())
if not m:
return full_cell
tag, attrs = m.group(1), m.group(2)
return f"<{tag}{attrs}>{html.escape(new_body_plain)}</{tag}>"
def _logical_plain_texts_from_entries(entries: List[Tuple[str, int]]) -> List[str]:
"""
Flatten one table row to one string per logical column: merged spans place
full visible text on the first slot only, remainder empty strings.
"""
w = sum(s for _, s in entries)
if w < 1:
return []
out = [""] * w
pos = 0
for full, span in entries:
span = max(1, span)
t = _cell_plain_text(full)
out[pos] = t
for k in range(1, span):
if pos + k < w:
out[pos + k] = ""
pos += span
return out
def _shift_rightmost_currency_with_blank_suffix(log: List[str]) -> List[str]:
"""
Find the rightmost logical slot that is currency-only and has only blank
slots to the end; move that amount into the rightmost slot. Handles cases
where non-currency text sits further right than the amount (no move), and
cases where the amount is left of one or more trailing blanks (move once).
"""
w = len(log)
if w < 2:
return log
j = -1
for i in range(w - 1, -1, -1):
t = (log[i] or "").strip()
if not t:
continue
if not _is_whole_cell_currency(t):
continue
if all(not (log[k] or "").strip() for k in range(i + 1, w)):
j = i
break
if j < 0 or j == w - 1:
return log
new_log = list(log)
token = (new_log[j] or "").strip()
new_log[j] = ""
new_log[w - 1] = token
return new_log
def _materialize_cells_from_logical(
entries: List[Tuple[str, int]], new_log: List[str]
) -> List[str]:
"""Rebuild physical td/th strings from a logical text row of length sum(span)."""
w = sum(s for _, s in entries)
if len(new_log) != w:
return [e[0] for e in entries]
pos = 0
rebuilt: List[str] = []
for full, span in entries:
span = max(1, span)
chunk = [(new_log[pos + k] or "").strip() for k in range(span)]
pos += span
body = " ".join(x for x in chunk if x).strip()
rebuilt.append(_replace_cell_plain_body(full, body))
return rebuilt
def _apply_row_amount_tail_shift(cells: List[str], spans: List[int]) -> List[str]:
"""Colspan-aware tail shift; repeat until stable (handles chained blanks)."""
if not cells or len(cells) != len(spans):
return cells
for _ in range(24):
entries = list(zip(cells, spans))
old_log = _logical_plain_texts_from_entries(entries)
if len(old_log) < 2:
break
new_log = _shift_rightmost_currency_with_blank_suffix(old_log)
if new_log == old_log:
break
cells = _materialize_cells_from_logical(entries, new_log)
return cells
def _infer_modal_logical_width(tr_inners: List[str]) -> int:
"""
Modal logical column count across rows (colspan sums). On frequency ties,
prefer the larger width so a rare short row is padded to the majority grid.
Rows that use rowspan are ignored for width statistics only (they do not
disable the whole table).
"""
widths: List[int] = []
for inner in tr_inners:
if re.search(r"rowspan\s*=", inner, flags=re.IGNORECASE):
continue
w = _logical_row_width(_cell_entries(inner))
if w > 0:
widths.append(w)
if not widths:
return -1
c = Counter(widths)
best = max(c.values())
candidates = [w for w, n in c.items() if n == best]
return max(candidates)
def _normalize_one_tr_inner(tr_inner: str, target: int) -> str:
entries = _cell_entries(tr_inner)
if not entries:
return tr_inner
cells = [e[0] for e in entries]
spans = [e[1] for e in entries]
w = sum(spans)
if w < target:
cells.extend(["<td></td>"] * (target - w))
spans.extend([1] * (target - w))
w = target
while w > target and cells:
if spans[-1] != 1 or not _cell_text_empty(cells[-1]):
break
w -= spans[-1]
cells.pop()
spans.pop()
if cells:
cells = _apply_row_amount_tail_shift(cells, spans)
return "".join(cells)
def normalize_html_table_row_widths(md: str) -> str:
"""
For each <table>, infer the dominant logical column count from rowspan-free
rows (colspan-aware), then pad rows that are too narrow or strip trailing
empty single-colspan cells from rows that are too wide.
No column names or fixed N: width comes from per-table row statistics.
Solitary amount tokens parked before a run of blank logical slots are slid
into the rightmost slot so OCR tables stay rectangular for downstream use.
Tables with rowspan are skipped. Non-currency text is not altered.
"""
if not md or "<table" not in md.lower():
return md
def repl_table(m: re.Match) -> str:
full = m.group(0)
low = full.lower()
inner_start = low.find(">") + 1
inner_end = low.rfind("</table>")
if inner_start <= 0 or inner_end < inner_start:
return full
prefix = full[:inner_start]
body = full[inner_start:inner_end]
suffix = full[inner_end:]
tr_blocks = list(re.finditer(r"<tr\b[^>]*>.*?</tr>", body, flags=re.IGNORECASE | re.DOTALL))
if not tr_blocks:
return full
# Phase 1: split merged amount+balance cells so column counts match real grids.
phase1_parts: List[str] = []
last_end = 0
for tm in tr_blocks:
phase1_parts.append(body[last_end : tm.start()])
seg = tm.group(0)
op = re.search(r"<tr\b[^>]*>", seg, flags=re.IGNORECASE)
cl = seg.lower().rfind("</tr>")
if not op or cl < 0:
phase1_parts.append(seg)
else:
open_tr = seg[: op.end()]
inner = seg[op.end() : cl]
close_tr = seg[cl:]
if re.search(r"rowspan\s*=", inner, flags=re.IGNORECASE):
phase1_parts.append(seg)
else:
phase1_parts.append(open_tr + _expand_tr_inner_split_merged(inner) + close_tr)
last_end = tm.end()
phase1_parts.append(body[last_end:])
body = "".join(phase1_parts)
tr_blocks = list(re.finditer(r"<tr\b[^>]*>.*?</tr>", body, flags=re.IGNORECASE | re.DOTALL))
tr_inners: List[str] = []
for tm in tr_blocks:
seg = tm.group(0)
op = re.search(r"<tr\b[^>]*>", seg, flags=re.IGNORECASE)
cl = seg.lower().rfind("</tr>")
if not op or cl < 0:
continue
tr_inners.append(seg[op.end() : cl])
target = _infer_modal_logical_width(tr_inners)
if target < 1:
return full
new_parts: List[str] = []
last_end = 0
for tm in tr_blocks:
new_parts.append(body[last_end : tm.start()])
seg = tm.group(0)
op = re.search(r"<tr\b[^>]*>", seg, flags=re.IGNORECASE)
cl = seg.lower().rfind("</tr>")
if not op or cl < 0:
new_parts.append(seg)
else:
open_tr = seg[: op.end()]
inner = seg[op.end() : cl]
close_tr = seg[cl:]
if re.search(r"rowspan\s*=", inner, flags=re.IGNORECASE):
new_parts.append(seg)
else:
new_parts.append(open_tr + _normalize_one_tr_inner(inner, target) + close_tr)
last_end = tm.end()
new_parts.append(body[last_end:])
return prefix + "".join(new_parts) + suffix
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def stabilize_table_markup(md: str, rounds: int = 4) -> str:
"""Apply table row normalization repeatedly until stable or rounds exhausted."""
cur = md
for _ in range(max(1, rounds)):
nxt = normalize_html_table_row_widths(cur)
if nxt == cur:
break
cur = nxt
return cur
_THEAD_BLOCK = re.compile(r"<thead\b[^>]*>.*?</thead>", re.IGNORECASE | re.DOTALL)
_CURRENCY_SNIFF = re.compile(r"[\$€£]")
def repair_thead_cell_semantics(md: str) -> str:
"""
Normalize header rows: cells inside <thead> should use <th>. Stray <td>
from OCR breaks rectangular header grids for parsers that expect <th> only
in thead. Institution-agnostic HTML repair only.
"""
if not md or "<thead" not in md.lower():
return md
def fix_block(m: re.Match) -> str:
block = m.group(0)
block = re.sub(r"<td(\b[^>]*?>)", r"<th\1", block, flags=re.IGNORECASE)
block = re.sub(r"</td\s*>", "</th>", block, flags=re.IGNORECASE)
return block
return _THEAD_BLOCK.sub(fix_block, md)
def _table_cell_plain_texts(full_table: str) -> List[str]:
return [_cell_plain_text(m.group(0)) for m in _CELL.finditer(full_table)]
def strip_degenerate_html_tables(md: str) -> str:
"""
Drop tables that are almost certainly non-ledger layout: all-empty grids,
or large sparse grids with no digits and no currency symbols (blank
worksheets / decorative boxes). Pattern-based only; no bank or product
names. Conservative thresholds to avoid removing real sparse tables.
"""
if not md or "<table" not in md.lower():
return md
def should_drop(full: str) -> bool:
texts = _table_cell_plain_texts(full)
n = len(texts)
if n < 1:
return False
nonempty = sum(1 for t in texts if t.strip())
if nonempty == 0:
return True
joined = " ".join(texts)
compact = re.sub(r"\s+", " ", joined).strip()
L = len(compact)
financial = bool(re.search(r"\d", joined)) or bool(_CURRENCY_SNIFF.search(joined))
if financial:
return False
if n >= 12 and nonempty <= max(2, int(n * 0.06)):
return True
if n >= 8 and nonempty <= 1 and L < 80:
return True
return False
def repl_table(m: re.Match) -> str:
return "" if should_drop(m.group(0)) else m.group(0)
out = re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
return re.sub(r"\n{3,}", "\n\n", out)
# OCR sometimes emits a malformed leading pseudo-header row like:
# Date05/09/25 | TypeDeposit | Amount2,270.00 | ...
_GLUED_HEADER_ROW_RE = re.compile(r"date\d{1,2}/\d{1,2}|typedeposit|amount\d", re.IGNORECASE)
def strip_malformed_leading_table_rows(md: str) -> str:
"""
Remove malformed leading rows in HTML tables when they are clearly bogus
header artifacts and the table already contains a proper header row below.
"""
if not md or "<table" not in md.lower():
return md
def repl_table(m: re.Match) -> str:
full = m.group(0)
trs = list(re.finditer(r"<tr\b[^>]*>.*?</tr>", full, flags=re.IGNORECASE | re.DOTALL))
if len(trs) < 2:
return full
first = trs[0].group(0)
second = trs[1].group(0)
first_plain = _cell_plain_text(first).lower()
second_plain = _cell_plain_text(second).lower()
first_is_malformed = bool(_GLUED_HEADER_ROW_RE.search(first_plain))
second_looks_header = (
("date" in second_plain and "description" in second_plain)
or ("posting date" in second_plain and "description" in second_plain)
or ("date" in second_plain and "balance" in second_plain)
)
if not (first_is_malformed and second_looks_header):
return full
return full.replace(first, "", 1)
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def strip_subtotal_rows_from_transaction_tables(md: str) -> str:
"""
Remove subtotal/total line-item rows from transaction tables so aggregate
amounts are not mistaken as individual transactions.
"""
if not md or "<table" not in md.lower():
return md
def repl_table(m: re.Match) -> str:
full = m.group(0)
rows = list(re.finditer(r"<tr\b[^>]*>.*?</tr>", full, flags=re.IGNORECASE | re.DOTALL))
if len(rows) < 2:
return full
# Some tables start with a title row, then the actual header appears in row 2/3.
sample_headers = [_cell_plain_text(r.group(0)).lower() for r in rows[:4]]
is_txn_like = any(
("date" in hp or "posting date" in hp)
and ("description" in hp)
and ("amount" in hp or "debit" in hp or "credit" in hp)
for hp in sample_headers
)
if not is_txn_like:
return full
out = full
for r in rows[1:]:
rp = _cell_plain_text(r.group(0)).lower()
if "subtotal" in rp or rp.startswith("total "):
out = out.replace(r.group(0), "", 1)
return out
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
# Match long digit runs even when OCR glues trailing letters (e.g. 9257403599CCD).
_LONG_NUM_TOKEN = re.compile(r"(?<!\d)\d{7,}(?!\d)")
def mask_non_monetary_long_numbers(md: str) -> str:
"""
Prevent long reference/trace/account IDs from being interpreted as monetary
values by downstream transaction extraction.
"""
if not md:
return md
def repl(m: re.Match) -> str:
tok = m.group(0)
# Keep common money-like tokens (handled elsewhere with decimal cents).
if re.match(r"^\d+\.\d{2}$", tok):
return tok
# Keep YYYYMMDD-like date compact tokens.
if len(tok) == 8 and tok.startswith(("19", "20")):
return tok
# Replace digits entirely so downstream cannot reinterpret ID tokens as money.
return "IDNUM"
return _LONG_NUM_TOKEN.sub(repl, md)
def directionalize_amount_headers(md: str) -> str:
"""
Convert ambiguous 'Amount' headers into 'Credit' or 'Debit' when table
context clearly indicates transaction direction (e.g. Deposits, Checks).
"""
if not md or "<table" not in md.lower():
return md
def map_header_token(label: str, ctx: str) -> str:
low = label.strip().lower()
if "amount" not in low:
return label
if re.search(r"\bcredit|deposit|deposits|incoming|received|interest earned|payment received\b", ctx):
return re.sub(r"amount", "Credit", label, flags=re.IGNORECASE)
if re.search(r"\bdebit|debits|withdrawal|withdrawals|check|checks|fee|fees|charge|charges|payment|payments\b", ctx):
return re.sub(r"amount", "Debit", label, flags=re.IGNORECASE)
return label
def repl_table(m: re.Match) -> str:
full = m.group(0)
# Table-local context from headers and first rows.
ctx = _cell_plain_text(full).lower()
changed = False
def repl_th(thm: re.Match) -> str:
nonlocal changed
tag = thm.group(0)
inner_m = re.search(r"<th\b[^>]*>(.*?)</th>", tag, flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
return tag
inner = inner_m.group(1)
plain = _cell_plain_text(inner)
mapped = map_header_token(plain, ctx)
if mapped == plain:
return tag
changed = True
return re.sub(
r"(<th\b[^>]*>)(.*?)(</th>)",
rf"\1{html.escape(mapped)}\3",
tag,
count=1,
flags=re.IGNORECASE | re.DOTALL,
)
out = re.sub(r"<th\b[^>]*>.*?</th>", repl_th, full, flags=re.IGNORECASE | re.DOTALL)
if changed:
return out
# Fallback for OCR tables that put header row in <td>.
if "amount" in ctx and ("deposit" in ctx or "debit" in ctx or "withdraw" in ctx or "check" in ctx or "fee" in ctx):
out2 = re.sub(
r"(<td\b[^>]*>\s*)amount(\s*</td>)",
lambda mm: mm.group(1)
+ (
"Credit"
if ("deposit" in ctx or "credit" in ctx or "incoming" in ctx or "received" in ctx)
else "Debit"
)
+ mm.group(2),
full,
flags=re.IGNORECASE,
)
return out2
return full
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def directionalize_amount_headers_by_nearby_context(md: str) -> str:
"""
Use nearby narrative labels around each table (outside HTML cells) to set
Amount->Credit/Debit when the table itself is ambiguous.
"""
if not md or "<table" not in md.lower():
return md
credit_hint_re = re.compile(
r"\b(all\s+credit\s+activity|credit\s+activity|deposits?|credits?|money\s+in)\b",
re.IGNORECASE,
)
debit_hint_re = re.compile(
r"\b(all\s+debit\s+activity|debit\s+activity|withdrawals?|debits?|checks?|money\s+out)\b",
re.IGNORECASE,
)
table_re = re.compile(r"<table\b[^>]*>.*?</table>", re.IGNORECASE | re.DOTALL)
out_parts: List[str] = []
last_end = 0
for tm in table_re.finditer(md):
out_parts.append(md[last_end:tm.start()])
tbl = tm.group(0)
left = re.sub(r"<[^>]+>", " ", md[max(0, tm.start() - 700): tm.start()])
right = re.sub(r"<[^>]+>", " ", md[tm.end(): min(len(md), tm.end() + 250)])
ctx = f"{left} {right}"
is_credit = bool(credit_hint_re.search(ctx))
is_debit = bool(debit_hint_re.search(ctx))
if is_credit ^ is_debit:
w = "Credit" if is_credit else "Debit"
tbl = re.sub(r"(<th\b[^>]*>\s*)amount(\s*</th>)", rf"\1{w}\2", tbl, flags=re.IGNORECASE)
tbl = re.sub(r"(<td\b[^>]*>\s*)amount(\s*</td>)", rf"\1{w}\2", tbl, flags=re.IGNORECASE)
out_parts.append(tbl)
last_end = tm.end()
out_parts.append(md[last_end:])
return "".join(out_parts)
def _strip_trailing_money_tokens(rest: str, max_take: int = 2) -> Tuple[str, List[str]]:
"""Strip 1–2 currency tokens from the right of *rest*; return (description, tokens oldest-first)."""
cur = rest.rstrip()
toks: List[str] = []
for _ in range(max_take):
cur = cur.rstrip()
m = _EOL_MONEY.search(cur)
if not m or m.end() != len(cur):
break
toks.append(m.group().strip())
cur = cur[: m.start()].rstrip()
toks.reverse()
return cur, toks
def _parse_ledger_line(line: str) -> Optional[Tuple[str, str, str, str]]:
"""
If *line* looks like a bank-style ledger row (date, description, amount, optional balance),
return (date, description, amount, balance_or_empty); else None.
"""
ln = line.strip()
if not ln or ln[0] in "#|!<":
return None
mm = re.match(
r"^(?P<d>(?:\d{1,2}[/-]\d{1,2}(?:[/-]\d{2,4})?|"
r"(?:Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Sept|Oct|Nov|Dec)[a-z]*\.?\s+\d{1,2},?\s+\d{4}))"
r"\s+",
ln,
re.I,
)
if not mm:
return None
d = mm.group("d")
tail = ln[mm.end() :]
desc, toks = _strip_trailing_money_tokens(tail, 2)
desc = desc.strip()
if not toks or len(desc) < 2 or len(desc) > 420:
return None
amt = toks[0]
bal = toks[1] if len(toks) > 1 else ""
return (d, desc, amt, bal)
def _ledger_rows_to_html(rows: List[Tuple[str, str, str, str]]) -> str:
has_bal = any(r[3] for r in rows)
head = (
"<tr><th>Date</th><th>Description</th><th>Amount</th>"
+ ("<th>Balance</th>" if has_bal else "")
+ "</tr>"
)
body_lines = []
for d, desc, amt, bal in rows:
cells = [
f"<td>{html.escape(d)}</td>",
f"<td>{html.escape(desc)}</td>",
f"<td>{html.escape(amt)}</td>",
]
if has_bal:
cells.append(f"<td>{html.escape(bal)}</td>" if bal else "<td></td>")
body_lines.append("<tr>" + "".join(cells) + "</tr>")
return "<table>\n" + head + "\n" + "\n".join(body_lines) + "\n</table>"
def coalesce_loose_ledger_lines(text: str) -> str:
"""
When the model emits many consecutive plain-text ledger lines (no HTML table),
downstream classification sees no tables and skips. Convert long runs of
generic date + amount lines into a single HTML table. Requires 5+ matching
consecutive non-empty lines; does not match institution names.
"""
if not text or "<table" in text.lower():
return text
lines = text.split("\n")
out: List[str] = []
i = 0
while i < len(lines):
if not lines[i].strip():
out.append(lines[i])
i += 1
continue
run_rows: List[Tuple[str, str, str, str]] = []
j = i
while j < len(lines):
raw = lines[j]
if not raw.strip():
break
parsed = _parse_ledger_line(raw)
if parsed is None:
break
run_rows.append(parsed)
j += 1
if len(run_rows) >= 5:
if i > 0 and out and out[-1].strip():
out.append("")
out.append(_ledger_rows_to_html(run_rows))
i = j
continue
out.append(lines[i])
i += 1
return "\n".join(out)
def looks_like_markdown_table(block: str) -> bool:
lines = [ln.rstrip() for ln in block.strip().splitlines() if ln.strip()]
if len(lines) < 2:
return False
if "|" not in lines[0]:
return False
sep = lines[1].replace(" ", "")
return ("---" in sep) and ("|" in sep)
def md_table_to_html(block: str) -> str:
lines = [ln.strip() for ln in block.strip().splitlines() if ln.strip()]
if len(lines) < 2:
return block
def split_row(row: str):
row = row.strip()
if row.startswith("|"):
row = row[1:]
if row.endswith("|"):
row = row[:-1]
return [p.strip() for p in row.split("|")]
header = split_row(lines[0])
body_lines = [ln for ln in lines[2:] if "|" in ln]
html_rows = []
html_rows.append("<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in header) + "</tr>")
for ln in body_lines:
cols = split_row(ln)
if len(cols) < len(header):
cols += [""] * (len(header) - len(cols))
html_rows.append(
"<tr>" + "".join(f"<td>{html.escape(c)}</td>" for c in cols[: len(header)]) + "</tr>"
)
return "<table>\n" + "\n".join(html_rows) + "\n</table>"
def normalize_money_glyphs(text: str) -> str:
if not text:
return text
t = text.replace("−", "-").replace("–", "-").replace("—", "-")
t = re.sub(
r"\(\s*\$?\s*([0-9]{1,3}(?:,[0-9]{3})*|[0-9]+)(\.[0-9]{2})\s*\)",
r"-\1\2",
t,
)
def o_to_zero(m):
token = m.group(0)
return token.replace("O", "0").replace("o", "0")
t = re.sub(r"\b[0-9Oo\$,.\-]{4,}\b", o_to_zero, t)
return t
def light_stabilize_markdown(page_md: str) -> str:
"""Convert obvious GitHub-style pipe tables to HTML; normalize money glyphs; repair tags."""
if not page_md:
return page_md
page_md = normalize_money_glyphs(page_md)
blocks = re.split(r"\n\s*\n", page_md.strip())
out_blocks = []
for b in blocks:
if looks_like_markdown_table(b):
out_blocks.append(md_table_to_html(b))
else:
out_blocks.append(coalesce_loose_ledger_lines(b))
merged = close_unclosed_html("\n\n".join(out_blocks))
merged = strip_malformed_leading_table_rows(merged)
merged = strip_subtotal_rows_from_transaction_tables(merged)
merged = mask_non_monetary_long_numbers(merged)
merged = repair_thead_cell_semantics(merged)
merged = stabilize_table_markup(merged, rounds=4)
merged = strip_degenerate_html_tables(merged)
return merged
def _parse_amount_or_none(s: str):
t = (s or "").strip()
if not t:
return None
t = t.replace("$", "").replace(",", "").replace("(", "-").replace(")", "")
t = t.replace("−", "-").replace("–", "-").replace("—", "-")
if not re.search(r"\d", t):
return None
try:
return float(t)
except Exception:
return None
def _extract_rows_plain_from_table(full_table: str) -> List[List[str]]:
rows: List[List[str]] = []
for tr in re.finditer(r"<tr\b[^>]*>.*?</tr>", full_table, flags=re.IGNORECASE | re.DOTALL):
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", tr.group(0), flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
continue
inner = inner_m.group(1)
cells = [_cell_plain_text(m.group(0)) for m in _CELL.finditer(inner)]
if cells:
rows.append(cells)
return rows
def _fmt_money(v: float) -> str:
return f"{v:,.2f}"
def _is_date_like(s: str) -> bool:
t = (s or "").strip()
return bool(re.match(r"^(?:\d{1,2}[/-]\d{1,2}(?:[/-]\d{2,4})?)$", t))
def normalize_ambiguous_amount_balance_tables(md: str) -> str:
"""
For transaction-like tables that expose only a single Amount column plus
Balance, convert to explicit Credit/Debit using generic running-balance
inference. This avoids sign ambiguity and improves reconcile stability.
"""
if not md or "<table" not in md.lower():
return md
credit_hint_re = re.compile(
r"\b(deposit|deposits|credit|credits|incoming|received|interest earned|refund|return)\b",
re.IGNORECASE,
)
debit_hint_re = re.compile(
r"\b(debit|debits|withdrawal|withdrawals|check|checks|fee|fees|charge|charges|payment|transfer out|purchase)\b",
re.IGNORECASE,
)
def repl_table(m: re.Match) -> str:
full = m.group(0)
rows = _extract_rows_plain_from_table(full)
if len(rows) < 3:
return full
hdr = [c.strip().lower() for c in rows[0]]
amount_idxs = [i for i, c in enumerate(hdr) if "amount" in c]
balance_idxs = [i for i, c in enumerate(hdr) if "balance" in c]
has_credit = any("credit" in c for c in hdr)
has_debit = any("debit" in c for c in hdr)
date_idxs = [i for i, c in enumerate(hdr) if "date" in c]
desc_idxs = [i for i, c in enumerate(hdr) if "description" in c or "memo" in c or "details" in c]
if has_credit or has_debit or not amount_idxs or not balance_idxs:
return full
amount_idx = amount_idxs[0]
balance_idx = balance_idxs[0]
date_idx = date_idxs[0] if date_idxs else 0
desc_idx = desc_idxs[0] if desc_idxs else min(1, max(0, len(rows[0]) - 1))
new_rows: List[List[str]] = [["Date", "Description", "Credit", "Debit", "Balance"]]
prev_bal = None
section_hint = ""
converted = 0
for r in rows[1:]:
if not r:
continue
padded = r + [""] * (max(amount_idx, balance_idx, date_idx, desc_idx) + 1 - len(r))
date_txt = (padded[date_idx] or "").strip()
desc_txt = (padded[desc_idx] or "").strip()
amt_txt = (padded[amount_idx] or "").strip()
bal_txt = (padded[balance_idx] or "").strip()
amt = _parse_amount_or_none(amt_txt)
bal = _parse_amount_or_none(bal_txt)
row_blob = " ".join((c or "").strip() for c in padded).strip()
if row_blob and not _is_date_like(date_txt) and amt is None:
section_hint = row_blob
continue
if amt is None and bal is None:
continue
direction = ""
# Primary: infer from balance delta between consecutive rows.
if amt is not None and bal is not None and prev_bal is not None:
delta = bal - prev_bal
tol = max(0.55, 0.025 * abs(amt))
if abs(abs(delta) - abs(amt)) <= tol:
direction = "credit" if delta > 0 else "debit"
# Secondary: section + description lexical hints.
ctx = f"{section_hint} {desc_txt}"
if not direction and credit_hint_re.search(ctx):
direction = "credit"
if not direction and debit_hint_re.search(ctx):
direction = "debit"
credit = ""
debit = ""
if amt is not None:
if direction == "credit":
credit = _fmt_money(abs(amt))
elif direction == "debit":
debit = _fmt_money(abs(amt))
else:
# Conservative fallback for ambiguous rows: preserve as debit
# to avoid overstating inflows.
debit = _fmt_money(abs(amt))
balance_out = _fmt_money(bal) if bal is not None else ""
new_rows.append([date_txt, desc_txt, credit, debit, balance_out])
if bal is not None:
prev_bal = bal
converted += 1
if converted < 5:
return full
html_rows = []
html_rows.append(
"<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in new_rows[0]) + "</tr>"
)
for rr in new_rows[1:]:
html_rows.append(
"<tr>" + "".join(f"<td>{html.escape(c)}</td>" for c in rr) + "</tr>"
)
return "<table>\n" + "\n".join(html_rows) + "\n</table>"
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def normalize_amount_only_transaction_tables(md: str) -> str:
"""
Convert transaction-like tables with Date/Description/Amount (no Credit/Debit)
into explicit Credit/Debit columns using generic lexical heuristics.
"""
if not md or "<table" not in md.lower():
return md
credit_hint_re = re.compile(
r"\b(deposit|deposits|credit|credits|incoming|received|return|refund|interest|pmt cr)\b",
re.IGNORECASE,
)
debit_hint_re = re.compile(
r"\b(debit|debits|withdrawal|withdrawals|check|checks|fee|fees|charge|charges|payment|purchase|ach|bill)\b",
re.IGNORECASE,
)
def repl_table(m: re.Match) -> str:
full = m.group(0)
rows = _extract_rows_plain_from_table(full)
if len(rows) < 3:
return full
hdr = [c.strip().lower() for c in rows[0]]
if any("credit" in c for c in hdr) or any("debit" in c for c in hdr):
return full
amount_idxs = [i for i, c in enumerate(hdr) if "amount" in c]
date_idxs = [i for i, c in enumerate(hdr) if "date" in c]
desc_idxs = [i for i, c in enumerate(hdr) if "description" in c or "memo" in c or "details" in c]
if not amount_idxs or not date_idxs:
return full
amount_idx = amount_idxs[0]
date_idx = date_idxs[0]
desc_idx = desc_idxs[0] if desc_idxs else min(1, len(rows[0]) - 1)
table_ctx = _cell_plain_text(full)
new_rows = [["Date", "Description", "Credit", "Debit"]]
converted = 0
for r in rows[1:]:
if not r:
continue
padded = r + [""] * (max(amount_idx, date_idx, desc_idx) + 1 - len(r))
date_txt = (padded[date_idx] or "").strip()
if not _is_date_like(date_txt):
continue
desc_txt = (padded[desc_idx] or "").strip()
amt = _parse_amount_or_none((padded[amount_idx] or "").strip())
if amt is None:
continue
ctx = f"{table_ctx} {desc_txt}"
credit = ""
debit = ""
if credit_hint_re.search(ctx) and not debit_hint_re.search(ctx):
credit = _fmt_money(abs(amt))
elif debit_hint_re.search(ctx) and not credit_hint_re.search(ctx):
debit = _fmt_money(abs(amt))
else:
# Conservative default for unknown direction.
debit = _fmt_money(abs(amt))
new_rows.append([date_txt, desc_txt, credit, debit])
converted += 1
if converted < 5:
return full
html_rows = ["<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in new_rows[0]) + "</tr>"]
for rr in new_rows[1:]:
html_rows.append("<tr>" + "".join(f"<td>{html.escape(c)}</td>" for c in rr) + "</tr>")
return "<table>\n" + "\n".join(html_rows) + "\n</table>"
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def infer_credit_debit_from_balance_deltas(md: str) -> str:
"""
When OCR leaves Credit/Debit empty but a running Balance column is present,
infer signed movement from consecutive balance deltas (same for all banks).
"""
if not md or "<table" not in md.lower():
return md
def repl_table(m: re.Match) -> str:
full = m.group(0)
rows = _extract_rows_plain_from_table(full)
if len(rows) < 3:
return full
hdr = [c.strip() for c in rows[0]]
hdr_l = [h.lower() for h in hdr]
date_i = next((i for i, h in enumerate(hdr_l) if "date" in h), None)
desc_i = next(
(i for i, h in enumerate(hdr_l) if "description" in h or "memo" in h or "details" in h),
None,
)
credit_i = next((i for i, h in enumerate(hdr_l) if "credit" in h), None)
debit_i = next((i for i, h in enumerate(hdr_l) if "debit" in h), None)
balance_i = next((i for i, h in enumerate(hdr_l) if "balance" in h), None)
if date_i is None or desc_i is None or credit_i is None or debit_i is None or balance_i is None:
return full
max_len = max(len(hdr), max((len(r) for r in rows), default=0))
body_bals: List[Optional[float]] = []
body_rows: List[List[str]] = []
for r in rows[1:]:
padded = (r + [""] * (max_len - len(r)))[:max_len]
dt = (padded[date_i] or "").strip()
if not _is_date_like(dt):
continue
cr = _parse_amount_or_none((padded[credit_i] or "").strip()) if credit_i < len(padded) else None
db = _parse_amount_or_none((padded[debit_i] or "").strip()) if debit_i < len(padded) else None
bal = _parse_amount_or_none((padded[balance_i] or "").strip()) if balance_i < len(padded) else None
body_rows.append(padded)
body_bals.append(bal)
if len(body_rows) < 3:
return full
empty_cd = 0
for i, pr in enumerate(body_rows):
cr = _parse_amount_or_none((pr[credit_i] or "").strip()) if credit_i < len(pr) else None
db = _parse_amount_or_none((pr[debit_i] or "").strip()) if debit_i < len(pr) else None
if cr is None and db is None:
empty_cd += 1
if empty_cd < max(3, int(0.6 * len(body_rows))):
return full
new_body: List[List[str]] = []
for i, pr in enumerate(body_rows):
row = pr[:]
cr0 = _parse_amount_or_none((row[credit_i] or "").strip()) if credit_i < len(row) else None
db0 = _parse_amount_or_none((row[debit_i] or "").strip()) if debit_i < len(row) else None
if cr0 is not None or db0 is not None:
new_body.append(row)
continue
if i == 0 or body_bals[i] is None:
new_body.append(row)
continue
prev_b = body_bals[i - 1]
cur_b = body_bals[i]
if prev_b is None or cur_b is None:
new_body.append(row)
continue
delta = cur_b - prev_b
if abs(delta) < 1e-6:
new_body.append(row)
continue
tol = max(0.55, 0.025 * abs(delta))
if abs(delta) <= tol:
new_body.append(row)
continue
if delta > 0:
row[credit_i] = _fmt_money(delta)
else:
row[debit_i] = _fmt_money(-delta)
new_body.append(row)
filled = 0
for i, pr in enumerate(new_body):
cr = _parse_amount_or_none((pr[credit_i] or "").strip()) if credit_i < len(pr) else None
db = _parse_amount_or_none((pr[debit_i] or "").strip()) if debit_i < len(pr) else None
if cr is not None or db is not None:
filled += 1
if filled < max(2, int(0.35 * len(new_body))):
return full
html_rows = ["<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in hdr) + "</tr>"]
for pr in new_body:
cells = (pr + [""] * (len(hdr) - len(pr)))[: len(hdr)]
html_rows.append(
"<tr>" + "".join(f"<td>{html.escape((c or '').strip())}</td>" for c in cells) + "</tr>"
)
return "<table>\n" + "\n".join(html_rows) + "\n</table>"
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def sanitize_transaction_tables(md: str) -> str:
"""
Final defensive cleanup for transaction-like tables:
- remove in-body header repeats and subtotal rows
- deduplicate repeated rows
- correct likely credit/debit direction using row text and balance deltas
"""
if not md or "<table" not in md.lower():
return md
credit_kw = re.compile(
r"\b(deposit|deposits|credit|credits|recd|received|return|refund|interest|rtp\s*rcvd|pmt\s*cr)\b",
re.IGNORECASE,
)
debit_kw = re.compile(
r"\b(debit|debits|withdrawal|withdrawals|check|checks|payment|purchase|charge|fee|ach)\b",
re.IGNORECASE,
)
def parse_money(txt: str):
t = (txt or "").strip()
if not t:
return None
return _parse_amount_or_none(t)
def fmt_money(v: float) -> str:
return f"{abs(v):,.2f}"
def repl_table(m: re.Match) -> str:
full = m.group(0)
rows = _extract_rows_plain_from_table(full)
if len(rows) < 2:
return full
hdr = [c.strip() for c in rows[0]]
hdr_l = [h.lower() for h in hdr]
date_i = next((i for i, h in enumerate(hdr_l) if "date" in h), None)
desc_i = next((i for i, h in enumerate(hdr_l) if "description" in h or "memo" in h or "details" in h), None)
credit_i = next((i for i, h in enumerate(hdr_l) if "credit" in h), None)
debit_i = next((i for i, h in enumerate(hdr_l) if "debit" in h), None)
amount_i = next((i for i, h in enumerate(hdr_l) if "amount" in h), None)
balance_i = next((i for i, h in enumerate(hdr_l) if "balance" in h), None)
is_txn = (date_i is not None) and (desc_i is not None) and (
credit_i is not None or debit_i is not None or amount_i is not None
)
if not is_txn:
return full
# Without a real balance column, do not rewrite the table (avoids blank balances).
if balance_i is None:
return full
max_cols = max(len(hdr), max((len(r) for r in rows), default=len(hdr)))
if max_cols < 4:
max_cols = 4
new_hdr = hdr[:]
if amount_i is not None and credit_i is None and debit_i is None:
new_hdr[amount_i] = "Debit"
debit_i = amount_i
amount_i = None
if credit_i is None:
new_hdr.append("Credit")
credit_i = len(new_hdr) - 1
if debit_i is None:
new_hdr.append("Debit")
debit_i = len(new_hdr) - 1
records = []
seen = set()
for r in rows[1:]:
padded = r + [""] * (len(new_hdr) - len(r))
low = [c.strip().lower() for c in padded]
joined = " ".join(low)
# Remove duplicate header rows inside body and subtotal/total lines.
if any(
x in low
for x in ("date", "posting date", "description", "amount", "credit", "debit", "balance")
):
continue
if "subtotal" in joined or joined.startswith("total "):
continue
dt = padded[date_i].strip() if date_i is not None and date_i < len(padded) else ""
if not _is_date_like(dt):
continue
desc = padded[desc_i].strip() if desc_i is not None and desc_i < len(padded) else ""
bal = parse_money(padded[balance_i]) if balance_i < len(padded) else None
cr = parse_money(padded[credit_i]) if credit_i < len(padded) else None
db = parse_money(padded[debit_i]) if debit_i < len(padded) else None
if cr is None and db is None:
continue
amt = cr if cr is not None else db
direction = "credit" if cr is not None else "debit"
# Row-level lexical correction
if amt is not None:
if credit_kw.search(desc) and not debit_kw.search(desc):
direction = "credit"
elif debit_kw.search(desc) and not credit_kw.search(desc):
direction = "debit"
key = (dt, desc, f"{amt:.2f}" if isinstance(amt, (int, float)) else "", f"{bal:.2f}" if isinstance(bal, (int, float)) else "")
if key in seen:
continue
seen.add(key)
records.append(
{
"row": padded[: len(new_hdr)],
"amount": abs(amt) if amt is not None else None,
"balance": bal,
"lex_dir": direction,
}
)
if not records:
return full
# Choose balance interpretation direction (forward vs reverse row order)
# based on which one produces more valid delta-to-amount matches.
def delta_match(delta: float, amt_val: float) -> str:
tol = max(0.75, 0.03 * abs(amt_val))
if abs(delta - abs(amt_val)) <= tol:
return "credit"
if abs(delta + abs(amt_val)) <= tol:
return "debit"
return ""
fwd_matches = 0
rev_matches = 0
prev_bal = None
for rec in records:
bal = rec["balance"]
amt_val = rec["amount"]
if bal is None or amt_val is None:
continue
if prev_bal is not None:
if delta_match(bal - prev_bal, amt_val):
fwd_matches += 1
if delta_match(prev_bal - bal, amt_val):
rev_matches += 1
prev_bal = bal
use_reverse = rev_matches > fwd_matches
body = []
prev_bal = None
for rec in records:
out = rec["row"][:]
amt_val = rec["amount"]
bal = rec["balance"]
direction = rec["lex_dir"]
if amt_val is not None and bal is not None and prev_bal is not None:
delta = (prev_bal - bal) if use_reverse else (bal - prev_bal)
d = delta_match(delta, amt_val)
if d:
direction = d
if bal is not None:
prev_bal = bal
out[credit_i] = fmt_money(amt_val) if (amt_val is not None and direction == "credit") else ""
out[debit_i] = fmt_money(amt_val) if (amt_val is not None and direction == "debit") else ""
out[balance_i] = f"{bal:,.2f}" if bal is not None else out[balance_i]
body.append(out)
if not body:
return full
html_rows = ["<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in new_hdr) + "</tr>"]
for rr in body:
html_rows.append("<tr>" + "".join(f"<td>{html.escape(c)}</td>" for c in rr) + "</tr>")
return "<table>\n" + "\n".join(html_rows) + "\n</table>"
return re.sub(
r"<table\b[^>]*>.*?</table>",
repl_table,
md,
flags=re.IGNORECASE | re.DOTALL,
)
def _extract_daily_balance_by_date(md: str):
"""
Build a date->balance map from daily-balance style tables.
Supports compact statements with repeated Date/Balance column pairs.
"""
out = {}
for tm in re.finditer(r"<table\b[^>]*>.*?</table>", md, flags=re.IGNORECASE | re.DOTALL):
t = tm.group(0)
rows = _extract_rows_plain_from_table(t)
if len(rows) < 2:
continue
hdr = [c.strip().lower() for c in rows[0]]
if not hdr:
continue
date_cols = [i for i, c in enumerate(hdr) if "date" in c]
bal_cols = [i for i, c in enumerate(hdr) if "balance" in c]
if not date_cols or not bal_cols:
continue
pairs = []
for di in date_cols:
bi = next((b for b in bal_cols if b > di), None)
if bi is not None:
pairs.append((di, bi))
if not pairs:
continue
for r in rows[1:]:
for di, bi in pairs:
if di >= len(r) or bi >= len(r):
continue
d = (r[di] or "").strip()
if not re.search(r"\b\d{1,2}/\d{1,2}(?:/\d{2,4})?\b", d):
continue
m = re.search(r"\d{1,2}/\d{1,2}(?:/\d{2,4})?", d)
if not m:
continue
key = m.group(0)
bal = _parse_amount_or_none(r[bi])
if bal is None:
continue
out[key] = bal
short = "/".join(key.split("/")[:2])
out[short] = bal
return out
def enrich_transaction_tables_with_daily_balances(md: str) -> str:
"""
If transaction tables have Date+Amount but no Balance column, append a Balance
column using date-matched daily ending balances from the same document.
"""
if not md or "<table" not in md.lower():
return md
dmap = _extract_daily_balance_by_date(md)
if not dmap:
return md
def repl(m: re.Match) -> str:
table = m.group(0)
if re.search(r"(?:colspan|rowspan)\s*=", table, flags=re.IGNORECASE):
return table
tr_blocks = list(re.finditer(r"<tr\b[^>]*>.*?</tr>", table, flags=re.IGNORECASE | re.DOTALL))
if len(tr_blocks) < 2:
return table
first = tr_blocks[0].group(0)
h_inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", first, flags=re.IGNORECASE | re.DOTALL)
if not h_inner_m:
return table
h_inner = h_inner_m.group(1)
h_cells = list(_CELL.finditer(h_inner))
if not h_cells:
return table
hdr_txt = [_cell_plain_text(c.group(0)).strip().lower() for c in h_cells]
if any("balance" in c for c in hdr_txt):
return table
if not any("date" in c for c in hdr_txt):
return table
if not any(("amount" in c) or ("debit" in c) or ("credit" in c) for c in hdr_txt):
return table
date_idx = next((i for i, c in enumerate(hdr_txt) if "date" in c), -1)
if date_idx < 0:
return table
new_parts: List[str] = []
cursor = 0
added = 0
for i, trm in enumerate(tr_blocks):
new_parts.append(table[cursor : trm.start()])
tr_seg = trm.group(0)
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", tr_seg, flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
new_parts.append(tr_seg)
cursor = trm.end()
continue
tr_open_m = re.search(r"<tr\b[^>]*>", tr_seg, flags=re.IGNORECASE)
tr_open = tr_open_m.group(0) if tr_open_m else "<tr>"
tr_close = "</tr>"
inner = inner_m.group(1)
cells = [c.group(0) for c in _CELL.finditer(inner)]
if i == 0:
new_inner = inner + "<th>Balance</th>"
new_parts.append(tr_open + new_inner + tr_close)
else:
if date_idx >= len(cells):
new_parts.append(tr_seg)
cursor = trm.end()
continue
d_txt = _cell_plain_text(cells[date_idx])
dm = re.search(r"\d{1,2}/\d{1,2}(?:/\d{2,4})?", d_txt or "")
bal = dmap.get(dm.group(0)) if dm else None
if bal is None and dm:
bal = dmap.get("/".join(dm.group(0).split("/")[:2]))
if bal is None:
new_parts.append(tr_seg)
cursor = trm.end()
continue
new_inner = inner + f"<td>{bal:,.2f}</td>"
new_parts.append(tr_open + new_inner + tr_close)
added += 1
cursor = trm.end()
new_parts.append(table[cursor:])
if added < 3:
return table
return "".join(new_parts)
return re.sub(r"<table\b[^>]*>.*?</table>", repl, md, flags=re.IGNORECASE | re.DOTALL)
def _parse_statement_edge_balances(md: str):
start = None
end = None
m1 = re.search(
r"(?:Beginning|Starting)\s+balance[^$\n]{0,80}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)",
md,
flags=re.IGNORECASE,
)
if m1:
start = _parse_amount_or_none(m1.group(1))
m2 = re.search(
r"Ending\s+balance[^$\n]{0,80}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)",
md,
flags=re.IGNORECASE,
)
if m2:
end = _parse_amount_or_none(m2.group(1))
return start, end
def synthesize_running_balance_columns(md: str) -> str:
"""
Fallback when no explicit balance column exists: infer running balances from
statement beginning/ending balance and signed transaction amounts.
"""
if not md or "<table" not in md.lower():
return md
start_bal, end_bal = _parse_statement_edge_balances(md)
if start_bal is None and end_bal is None:
return md
table_re = re.compile(r"<table\b[^>]*>.*?</table>", re.IGNORECASE | re.DOTALL)
tr_re = re.compile(r"<tr\b[^>]*>.*?</tr>", re.IGNORECASE | re.DOTALL)
tables = list(table_re.finditer(md))
row_refs = []
amounts = []
headers = {}
for ti, tm in enumerate(tables):
t = tm.group(0)
if re.search(r"(?:colspan|rowspan)\s*=", t, flags=re.IGNORECASE):
continue
trs = list(tr_re.finditer(t))
if len(trs) < 2:
continue
h_inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", trs[0].group(0), flags=re.IGNORECASE | re.DOTALL)
if not h_inner_m:
continue
h_cells = [c.group(0) for c in _CELL.finditer(h_inner_m.group(1))]
if not h_cells:
continue
htxt = [_cell_plain_text(c).strip().lower() for c in h_cells]
if any("balance" in h for h in htxt):
continue
date_idx = next((i for i, h in enumerate(htxt) if "date" in h), -1)
amt_idx = next((i for i, h in enumerate(htxt) if "amount" in h or "debit" in h or "credit" in h), -1)
if date_idx < 0 or amt_idx < 0:
continue
headers[ti] = (date_idx, amt_idx)
for ri, trm in enumerate(trs[1:], 1):
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", trm.group(0), flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
continue
cells = [c.group(0) for c in _CELL.finditer(inner_m.group(1))]
if len(cells) <= max(date_idx, amt_idx):
continue
d_txt = _cell_plain_text(cells[date_idx])
if not re.search(r"\d{1,2}/\d{1,2}(?:/\d{2,4})?", d_txt or ""):
continue
amt = _parse_amount_or_none(_cell_plain_text(cells[amt_idx]))
if amt is None:
continue
row_refs.append((ti, ri))
amounts.append(amt)
if len(amounts) < 20:
return md
if start_bal is None:
start_bal = (end_bal or 0.0) - sum(amounts)
running = []
cur = float(start_bal)
for a in amounts:
cur += float(a)
running.append(cur)
bal_by_ref = {row_refs[i]: running[i] for i in range(len(row_refs))}
pieces = []
last = 0
for ti, tm in enumerate(tables):
pieces.append(md[last : tm.start()])
t = tm.group(0)
if ti not in headers:
pieces.append(t)
last = tm.end()
continue
date_idx, amt_idx = headers[ti]
trs = list(tr_re.finditer(t))
out_t = []
cur2 = 0
for idx, trm in enumerate(trs):
out_t.append(t[cur2 : trm.start()])
tr_seg = trm.group(0)
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", tr_seg, flags=re.IGNORECASE | re.DOTALL)
tr_open_m = re.search(r"<tr\b[^>]*>", tr_seg, flags=re.IGNORECASE)
tr_open = tr_open_m.group(0) if tr_open_m else "<tr>"
if not inner_m:
out_t.append(tr_seg)
cur2 = trm.end()
continue
inner = inner_m.group(1)
if idx == 0:
out_t.append(tr_open + inner + "<th>Balance</th></tr>")
else:
b = bal_by_ref.get((ti, idx))
if b is None:
out_t.append(tr_seg)
else:
out_t.append(tr_open + inner + f"<td>{b:,.2f}</td></tr>")
cur2 = trm.end()
out_t.append(t[cur2:])
pieces.append("".join(out_t))
last = tm.end()
pieces.append(md[last:])
return "".join(pieces)
def _extract_txn_date_balance_pairs(md: str):
pairs = []
for tm in re.finditer(r"<table\b[^>]*>.*?</table>", md, flags=re.IGNORECASE | re.DOTALL):
t = tm.group(0)
rows = _extract_rows_plain_from_table(t)
if len(rows) < 2:
continue
hdr = [c.strip().lower() for c in rows[0]]
if not hdr:
continue
d_i = next((i for i, h in enumerate(hdr) if "date" in h), -1)
b_i = next((i for i, h in enumerate(hdr) if "balance" in h), -1)
a_i = next((i for i, h in enumerate(hdr) if "amount" in h or "debit" in h or "credit" in h), -1)
if d_i < 0 or b_i < 0 or a_i < 0:
continue
for r in rows[1:]:
if len(r) <= max(d_i, b_i):
continue
dm = re.search(r"\d{1,2}/\d{1,2}(?:/\d{2,4})?", (r[d_i] or ""))
if not dm:
continue
bal = _parse_amount_or_none(r[b_i])
if bal is None:
continue
pairs.append((dm.group(0), bal))
return pairs
def augment_with_derived_balance_views(md: str) -> str:
"""
Add a compact derived daily balance table and inferred beginning/ending summary
when the document lacks a robust explicit daily balance section.
"""
if not md:
return md
# If there is already a clear daily-balance section, keep output unchanged.
if re.search(r"daily\s+(?:ledger\s+)?balances", md, flags=re.IGNORECASE):
return md
pairs = _extract_txn_date_balance_pairs(md)
if len(pairs) < 12:
return md
by_day = {}
for d, b in pairs:
k = "/".join(d.split("/")[:2])
by_day[k] = b
if len(by_day) < 8:
return md
days = sorted(
by_day.keys(),
key=lambda x: (int(x.split("/")[0]), int(x.split("/")[1])),
)
begin = by_day[days[0]]
end = by_day[days[-1]]
has_begin = bool(re.search(r"(?:beginning|starting)\s+balance", md, flags=re.IGNORECASE))
has_end = bool(re.search(r"ending\s+balance", md, flags=re.IGNORECASE))
rows = ["<tr><th>Date</th><th>Balance</th></tr>"]
for d in days:
rows.append(f"<tr><td>{html.escape(d)}</td><td>{by_day[d]:,.2f}</td></tr>")
daily_tbl = "<table>\n" + "\n".join(rows) + "\n</table>"
extra = ["", "<div align=\"center\">Derived daily balances</div>", daily_tbl]
if not has_begin or not has_end:
extra.insert(
0,
(
f"Inferred beginning balance: {begin:,.2f}\n"
f"Inferred ending balance: {end:,.2f}"
),
)
return md.rstrip() + "\n\n" + "\n\n".join(extra) + "\n"
def prepend_balance_snapshot(md: str) -> str:
"""
Add a compact, explicit balance snapshot near the top so downstream metadata
extraction consistently captures beginning/ending balances.
"""
if not md:
return md
if "balance snapshot" in md.lower():
return md
start_bal, end_bal = _parse_statement_edge_balances(md)
if start_bal is None and end_bal is None:
# Try account-summary table fallback
for tm in re.finditer(r"<table\b[^>]*>.*?</table>", md, flags=re.IGNORECASE | re.DOTALL):
rows = _extract_rows_plain_from_table(tm.group(0))
for r in rows:
if len(r) < 2:
continue
key = (r[0] or "").strip().lower()
val = _parse_amount_or_none(r[1] if len(r) > 1 else "")
if val is None:
continue
if start_bal is None and ("beginning balance" in key or "starting balance" in key):
start_bal = val
if end_bal is None and "ending balance" in key:
end_bal = val
if start_bal is not None or end_bal is not None:
break
if start_bal is None and end_bal is None:
return md
lines = ["## Balance Snapshot"]
if start_bal is not None:
lines.append(f"Beginning balance: {start_bal:,.2f}")
if end_bal is not None:
lines.append(f"Ending balance: {end_bal:,.2f}")
header = "\n".join(lines)
return header + "\n\n" + md
def render_pdf_pages_to_images(pdf_path: str) -> Tuple[List[str], List[int]]:
import pymupdf as fitz
from PIL import Image
doc = fitz.open(pdf_path)
page_images: List[str] = []
page_heights: List[int] = []
for i in range(len(doc)):
page = doc[i]
pix = page.get_pixmap(matrix=fitz.Matrix(RENDER_SCALE, RENDER_SCALE), alpha=False)
img = Image.frombytes("RGB", [pix.width, pix.height], pix.samples)
img = _enhance_raster_for_ocr(img)
w, h = img.size
pad_l = int(w * PAD_LEFT_FRAC)
pad_r = int(w * PAD_RIGHT_FRAC)
pad_t = int(h * PAD_TOP_FRAC)
pad_b = int(h * PAD_BOTTOM_FRAC)
if any(p > 0 for p in (pad_l, pad_r, pad_t, pad_b)):
canvas = Image.new("RGB", (w + pad_l + pad_r, h + pad_t + pad_b), (255, 255, 255))
canvas.paste(img, (pad_l, pad_t))
img = canvas
# Deterministic guardrail: downscale oversized pages before upload.
iw, ih = img.size
long_side = max(iw, ih)
total_px = iw * ih
if long_side > MAX_PAGE_LONG_SIDE or total_px > MAX_PAGE_TOTAL_PIXELS:
scale_long = MAX_PAGE_LONG_SIDE / float(long_side)
scale_area = (MAX_PAGE_TOTAL_PIXELS / float(total_px)) ** 0.5
scale = min(scale_long, scale_area, 1.0)
nw = max(900, int(iw * scale))
nh = max(900, int(ih * scale))
img = img.resize((nw, nh), Image.Resampling.LANCZOS)
base_path = os.path.join(tempfile.gettempdir(), f"glmocr_page_{os.getpid()}_{i}")
img_path = f"{base_path}.png"
img.save(img_path, "PNG", compress_level=PAGE_PNG_COMPRESS_LEVEL)
try:
size_bytes = os.path.getsize(img_path)
except OSError:
size_bytes = 0
if size_bytes > MAX_PAGE_UPLOAD_BYTES:
jpg_path = f"{base_path}.jpg"
quality = PAGE_JPEG_QUALITY
work = img
for _ in range(5):
work.save(jpg_path, "JPEG", quality=quality, optimize=True)
try:
jsize = os.path.getsize(jpg_path)
except OSError:
jsize = 0
if 0 < jsize <= MAX_PAGE_UPLOAD_BYTES:
img_path = jpg_path
break
quality = max(68, quality - 6)
nw = max(900, int(work.width * 0.93))
nh = max(900, int(work.height * 0.93))
work = work.resize((nw, nh), Image.Resampling.LANCZOS)
else:
img_path = jpg_path
page_images.append(img_path)
page_heights.append(img.height)
doc.close()
return page_images, page_heights
def get_page_md_and_regions(page_result):
md = ""
if hasattr(page_result, "markdown_result") and page_result.markdown_result:
md = (page_result.markdown_result or "").strip()
regions = []
if hasattr(page_result, "json_result"):
jr = page_result.json_result
if isinstance(jr, dict) and "regions" in jr:
regions = jr.get("regions") or []
elif isinstance(jr, list) and len(jr) > 0:
r = jr[0] if isinstance(jr[0], list) else jr
if isinstance(r, list):
regions = r
elif isinstance(r, dict) and "regions" in r:
regions = r.get("regions") or []
return md, regions
def run_ocr(uploaded_file):
if uploaded_file is None:
return "Please upload a file."
page_images: List[str] = []
try:
path = uploaded_file.name if hasattr(uploaded_file, "name") else str(uploaded_file)
is_pdf = path.lower().endswith(".pdf")
parser = get_parser()
page_heights: List[int] = []
if is_pdf:
page_images, page_heights = render_pdf_pages_to_images(path)
results = parser.parse(page_images)
else:
page_images = [path]
page_heights = [1000]
results = parser.parse(path)
if not isinstance(results, list):
results = [results]
all_pages = []
for page_num, page_result in enumerate(results):
page_md, regions = get_page_md_and_regions(page_result)
img_h = page_heights[page_num] if page_num < len(page_heights) else 1000
header_end_frac, footer_start_frac = get_header_footer_zones(regions, img_h)
he = header_end_frac if header_end_frac is not None else DEFAULT_ZONE_FRAC
fs = footer_start_frac if footer_start_frac is not None else (1.0 - DEFAULT_ZONE_FRAC)
he = max(0.02, min(0.25, he))
fs = max(0.75, min(0.98, fs))
parts = []
hdr = ""
if is_pdf:
hdr = extract_zone_text_pdf(path, page_num, 0, he)
if not (hdr and hdr.strip()):
hdr = extract_pdf_text_in_band(path, page_num, 0, PDF_HEADER_BAND_FRAC)
if not (hdr and hdr.strip()) and page_num < len(page_images):
hdr = ocr_zone(page_images[page_num], 0, he)
if hdr and hdr.strip():
parts.append(light_stabilize_markdown(fix_account_number(normalize_money_glyphs(hdr.strip()))))
if page_md and page_md.strip():
parts.append(light_stabilize_markdown(page_md.strip()))
if ENABLE_FOOTER_OCR and page_num < len(page_images):
ftr = ""
if is_pdf:
ftr = extract_zone_text_pdf(path, page_num, fs, 1.0)
if not (ftr and ftr.strip()):
ftr = extract_pdf_text_in_band(path, page_num, PDF_FOOTER_BAND_FRAC, 1.0)
if not (ftr and ftr.strip()):
ftr = ocr_zone(page_images[page_num], fs, 1.0)
if ftr and ftr.strip():
ftr_clean = normalize_money_glyphs(ftr.strip())
ftr_first_line = next(
(ln.strip().lower() for ln in ftr_clean.splitlines() if ln.strip()),
"",
)
already_present = ftr_first_line and any(
ftr_first_line in part.lower() for part in parts
)
_footer_date_re = re.compile(r"\b\d{1,2}[-/]\d{2}\b")
_footer_amt_re = re.compile(r"\b\d{1,3}(?:,\d{3})*\.\d{2}\b")
_date_hits = len(_footer_date_re.findall(ftr_clean))
_amt_hits = len(_footer_amt_re.findall(ftr_clean))
is_txn_dump = _date_hits >= 3 and _amt_hits >= 3
if not already_present and not is_txn_dump:
parts.append(ftr_clean)
if parts:
all_pages.append("\n\n".join(parts))
merged = "\n\n---page-separator---\n\n".join(all_pages) if all_pages else "(No content)"
if merged and merged != "(No content)" and not merged.lstrip().startswith("Error:"):
merged = strip_malformed_leading_table_rows(merged)
merged = strip_subtotal_rows_from_transaction_tables(merged)
merged = mask_non_monetary_long_numbers(merged)
merged = normalize_ambiguous_amount_balance_tables(merged)
merged = normalize_amount_only_transaction_tables(merged)
merged = infer_credit_debit_from_balance_deltas(merged)
merged = sanitize_transaction_tables(merged)
merged = stabilize_table_markup(merged, rounds=4)
merged = enrich_transaction_tables_with_daily_balances(merged)
# Keep transaction amounts untouched; add explicit snapshot for metadata extraction.
merged = prepend_balance_snapshot(merged)
merged = stabilize_table_markup(merged, rounds=2)
merged = repair_thead_cell_semantics(merged)
merged = strip_degenerate_html_tables(merged)
return merged
except Exception as e:
import traceback
log.exception("run_ocr failed: %s", e)
return f"Error: {e}\n\n{traceback.format_exc()}"
finally:
for p in page_images:
try:
if (
isinstance(p, str)
and "glmocr_page_" in os.path.basename(p)
and (p.endswith(".png") or p.endswith(".jpg") or p.endswith(".jpeg"))
):
os.unlink(p)
except Exception:
pass
def _create_gradio_demo():
import gradio as gr
with gr.Blocks(title="GLM-OCR (simple)") as demo:
gr.Markdown(
"# GLM-OCR (simple)\n"
"Upload a PDF or image. Header and footer bands are included; "
"body OCR is passed through with only light markdown cleanup."
)
file_in = gr.File(
label="Upload PDF or image",
file_types=[".pdf", ".png", ".jpg", ".jpeg", ".tiff", ".bmp"],
)
run_btn = gr.Button("Run OCR", variant="primary")
out = gr.Textbox(lines=40, label="Output (markdown / light HTML)")
run_btn.click(fn=run_ocr, inputs=file_in, outputs=out)
return demo
if __name__ == "__main__":
_create_gradio_demo().launch()
|