glm-ocr-fixed / app.py
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#!/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.
- thead uses th only; degenerate empty/sparse non-financial tables are dropped.
Configure GLMOCR_API_KEY, GLM_OCR_API_KEY, or ZHIPU_API_KEY (environment). 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
import uuid
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 = 3.0
# 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 = 0.10
PAD_TOP_FRAC = 0.018
PAD_BOTTOM_FRAC = 0.018
# Synthesized running-balance columns help some heuristics but downstream LLM
# extractors may mis-read them as credits; default off (set GLMOCR_SYNTH_RUNNING_BALANCE=1 to enable).
def _synth_running_balance_enabled() -> bool:
return os.environ.get("GLMOCR_SYNTH_RUNNING_BALANCE", "").lower() in ("1", "true", "yes")
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
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"] = True
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 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; light table pass."""
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(b)
merged = close_unclosed_html('\n\n'.join(out_blocks))
merged = repair_thead_cell_semantics(merged)
merged = stabilize_table_markup(merged, rounds=2)
merged = strip_degenerate_html_tables(merged)
return merged
def _parse_amount_or_none(s: str):
raw = (s or "").strip()
if not raw:
return None
if re.search(r"\d{10,}", raw) and "." not in raw and "," not in raw:
return None
t = raw
t = t.replace("$", "").replace(",", "").replace("(", "-").replace(")", "")
t = t.replace("−", "-").replace("–", "-").replace("—", "-")
if not re.search(r"\d", t):
return None
if "." not in t and len(re.sub(r"[^\d]", "", t)) >= 8:
return None
try:
v = float(t)
# Guardrail: reject clearly implausible values (OCR-glued IDs/garbage),
# which can explode statement-level reconciliation arithmetic.
if abs(v) > 10_000_000:
return None
return v
except Exception:
return None
def _extract_rows_plain_from_table(full_table: str) -> List[List[str]]:
rows: List[List[str]] = []
for tr in re.finditer(r"<tr\b[^>]*>.*?</tr>", full_table, flags=re.IGNORECASE | re.DOTALL):
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", tr.group(0), flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
continue
inner = inner_m.group(1)
cells = [_cell_plain_text(m.group(0)) for m in _CELL.finditer(inner)]
if cells:
rows.append(cells)
return rows
def _fmt_money(v: float) -> str:
return f"{v:,.2f}"
def _is_date_like(s: str) -> bool:
t = (s or "").strip()
if not t:
return False
if re.match(r"^(?:\d{1,2}[/-]\d{1,2}(?:[/-]\d{2,4})?)$", t):
return True
if re.match(r"^\d{4}[/-]\d{1,2}[/-]\d{1,2}$", t):
return True
return bool(
re.match(
r"^(?:(?:Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Sept|Oct|Nov|Dec)[a-z]*\.?\s+\d{1,2},?\s+\d{4})$",
t,
re.I,
)
)
def _looks_like_check_serial_token(s: str) -> bool:
t = (s or "").strip()
if not t:
return False
return bool(re.match(r"^\d{2,4}\*?$", t))
def strip_ultra_long_digit_tokens(md: str) -> str:
"""
OCR often glues card/account/reference ids (13+ digit runs) into table cells.
Downstream extractors sometimes mis-read those tokens as currency amounts,
producing absurd debits/credits. Strip standalone 13+ digit runs (keep normal
money like 1,234.56 which never has 13 consecutive digits without punctuation).
"""
if not md:
return md
return re.sub(r"\b\d{13,}\b", "", md)
def mask_debit_card_auth_codes(md: str) -> str:
"""
Mask 5–7 digit auth reference numbers after AUT (e.g. 'AUT 123024 VISA').
Extraction models often mistake those digits for currency.
"""
if not md:
return md
return re.sub(
r"(?i)\bAUT[\s,]+(\d{5,7})(?=\s+(?:VISA|DDA)\b)",
"AUT ******",
md,
)
def strip_glued_card_number_suffixes(md: str) -> str:
"""
Remove PAN-like digit runs glued after state/region markers (e.g. '*CT4085404035422892').
"""
if not md:
return md
return re.sub(r"(?i)(?<=[A-Za-z])(\d{13,})(?=</td>|<br\s*/?>)", "", md)
def mask_reference_numeric_ids(md: str) -> str:
"""
Mask long identifier-like numeric runs (ID/REF/TRN/TRACE/CARD/ACCT) so
extraction models don't misread them as transaction amounts.
"""
if not md:
return md
patterns = [
r"(?i)\b((?:orig\s+id|id|ind\s*id|co\s*id|ref|trace|trn|card|acct|account)\s*[:#]?\s*)(\d{7,})\b",
r"(?i)\b(text-\s*i?d\s*[:#]?\s*)(\d{7,})\b",
]
out = md
for pat in patterns:
out = re.sub(pat, lambda m: f"{m.group(1)}XXXXXXXX", out)
return out
def prune_td_statement_table_artifacts(md: str) -> str:
"""
TD-style statements often include:
- A 'Checks Paid' grid where check numbers land in the description column
- Subtotal rows where the posting date cell is blank but 'Subtotal:' is in description
Those rows are not normal ledger lines; if they survive into extraction they
double-count against Electronic Deposits / Payments totals and break reconciliation.
"""
if not md or "<table" not in md.lower():
return md
def _strip_trs(full_table: str) -> str:
plain = _cell_plain_text(full_table).lower()
is_checks = ("checks paid" in plain) and (
"serial no" in plain or "serial no." in plain or "checks:" in plain
)
is_posting_amt = ("posting date" in plain) and ("amount" in plain)
def maybe_drop_tr(tr_html: str) -> Optional[str]:
inner_m = re.search(r"<tr\b[^>]*>(.*)</tr>", tr_html, flags=re.IGNORECASE | re.DOTALL)
if not inner_m:
return tr_html
inner = inner_m.group(1)
cells = [_cell_plain_text(m.group(0)) for m in _CELL.finditer(inner)]
if not cells:
return tr_html
def _any_cell_subtotal(cs: List[str]) -> bool:
for c in cs:
cl = (c or "").strip().lower()
if cl.startswith("subtotal") or cl == "subtotal:":
return True
return False
if is_posting_amt and len(cells) >= 3:
dt = (cells[0] or "").strip()
desc = (cells[1] or "").strip()
desc_l = desc.lower()
dt_l = dt.lower()
amt_txt = (cells[-1] or "").strip()
amt = _parse_amount_or_none(amt_txt)
if _any_cell_subtotal(cells):
return ""
# Section headers / rolled-up lines (not individual postings).
if re.match(r"(?i)^(electronic\s+deposits|deposits|other\s+credits|checks\s+paid|electronic\s+payments|other\s+withdrawals|service\s+charges)\s*$", dt):
return ""
if re.match(r"(?i)^subtotal", desc_l) or desc_l.startswith("subtotal"):
return ""
# Drop OCR subtotal/total lines that are not dated posting rows.
if (not _is_date_like(dt)) and any(
k in desc_l for k in ("subtotal", "total for this cycle", "total year to date")
):
return ""
# Drop rare glue rows where date is present but description is empty and amount is huge.
if _is_date_like(dt) and (not desc) and amt is not None and amt >= 50_000:
return ""
# OCR sometimes shifts a section subtotal into an amount column as if it were a deposit.
if _is_date_like(dt) and (not desc) and amt is not None and amt >= 20_000:
return ""
# Check numbers can land in DESCRIPTION; those are not spend lines.
if _is_date_like(dt) and _looks_like_check_serial_token(desc) and amt is not None and amt >= 500:
return ""
if is_checks:
# Drop printed check lines (DATE + SERIAL + AMOUNT), including 2-up rows.
# Keep header rows like "SERIAL NO." (no date in col0) and keep subtotal rows.
hit = False
for i in range(0, max(0, len(cells) - 2)):
if _is_date_like((cells[i] or "").strip()) and _looks_like_check_serial_token(cells[i + 1] or ""):
hit = True
break
if hit:
return ""
return tr_html
out_parts = []
pos = 0
for m in re.finditer(r"<tr\b[^>]*>.*?</tr>", full_table, flags=re.IGNORECASE | re.DOTALL):
out_parts.append(full_table[pos : m.start()])
repl = maybe_drop_tr(m.group(0))
if repl is not None:
out_parts.append(repl)
pos = m.end()
out_parts.append(full_table[pos:])
return "".join(out_parts)
def _repl_table(m: re.Match) -> str:
tbl = m.group(0)
return _strip_trs(tbl)
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:
"""
Lightweight reconciliation assist:
- normalize a clean balance snapshot section
- synthesize running balances for date/description/amount tables that lack balance
"""
if not md or "<table" not in md.lower():
return md
out = prune_td_statement_table_artifacts(md)
out = normalize_balance_snapshot(out)
if _synth_running_balance_enabled():
out = synthesize_running_balances(out)
return out
def normalize_balance_snapshot(md: str) -> str:
"""Replace noisy/incorrect snapshot text with values parsed from statement summary."""
if not md:
return md
start_bal, end_bal = _parse_statement_edge_balances(md)
if start_bal is None and end_bal is None:
return md
# Remove any existing markdown snapshot block at document start.
md2 = re.sub(
r"^\s*##\s*Balance\s+Snapshot\s*\n(?:[^\n]*\n){0,8}\s*",
"",
md,
count=1,
flags=re.IGNORECASE,
)
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}")
return "\n".join(lines) + "\n\n" + md2.lstrip()
def _parse_statement_edge_balances(md: str) -> Tuple[Optional[float], Optional[float]]:
"""Extract statement beginning/ending balances using generic wording patterns."""
# Prefer account-summary table rows (most reliable for statements).
for tm in re.finditer(r"<table\b[^>]*>.*?</table>", md, flags=re.IGNORECASE | re.DOTALL):
tbl = tm.group(0)
plain_tbl = _cell_plain_text(tbl).lower()
if "account summary" not in plain_tbl:
continue
start = None
end = None
rows = _extract_rows_plain_from_table(tbl)
for r in rows:
if not r:
continue
key = " ".join((c or "").strip().lower() for c in r[:2])
amts = []
for c in r:
for m in re.finditer(r"-?\d{1,3}(?:,\d{3})*(?:\.\d{2})", c or ""):
v = _parse_amount_or_none(m.group(0))
if v is not None:
amts.append(v)
if not amts:
continue
if start is None and ("beginning balance" in key or "starting balance" in key):
start = amts[0]
if end is None and "ending balance" in key:
end = amts[-1]
if start is not None or end is not None:
return start, end
# Fallback: free-text scan with all candidates, choose the largest magnitude match.
# Additional fallback forms common in statements.
start_cands = []
for m in re.finditer(
r"(?:Balance\s+Forward(?:\s+From)?|Beginning\s+balance\s+on)\s*[^\n$]{0,60}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)\+?",
md,
flags=re.IGNORECASE,
):
v = _parse_amount_or_none(m.group(1))
if v is not None:
start_cands.append(v)
for m in re.finditer(
r"(?:Beginning|Starting)\s+balance[^$\n]{0,120}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)",
md,
flags=re.IGNORECASE,
):
v = _parse_amount_or_none(m.group(1))
if v is not None:
start_cands.append(v)
end_cands = []
for m in re.finditer(
r"Ending\s+balance(?:\s+on)?[^\n$]{0,60}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)\+?",
md,
flags=re.IGNORECASE,
):
v = _parse_amount_or_none(m.group(1))
if v is not None:
end_cands.append(v)
for m in re.finditer(
r"Ending\s+balance[^$\n]{0,120}\$?\s*(-?\d{1,3}(?:,\d{3})*(?:\.\d{2})?)",
md,
flags=re.IGNORECASE,
):
v = _parse_amount_or_none(m.group(1))
if v is not None:
end_cands.append(v)
start = max(start_cands, key=lambda x: abs(x)) if start_cands else None
end = max(end_cands, key=lambda x: abs(x)) if end_cands else None
return start, end
def _table_sign_bias(ctx: str) -> int:
"""Estimate sign direction for amount-only tables from local context."""
c = (ctx or "").lower()
if re.search(r"\b(deposit|deposits|credit|credits|other credits|rtp\s*rcvd|money\s+in)\b", c):
return 1
if re.search(
r"\b(payment|payments|withdrawal|withdrawals|debit|debits|checks?\s+paid|service\s+charge|fee|fees|money\s+out)\b",
c,
):
return -1
return 0
def _signed_amount_from_row(desc: str, amount: Optional[float], table_bias: int) -> Optional[float]:
if amount is None:
return None
d = (desc or "").lower()
if re.search(r"\b(deposit|credit|recd|received|refund|interest|rtp\s*rcvd)\b", d):
return abs(amount)
if re.search(r"\b(payment|withdraw|debit|purchase|fee|charge|check|ach)\b", d):
return -abs(amount)
if table_bias > 0:
return abs(amount)
if table_bias < 0:
return -abs(amount)
return None
def synthesize_running_balances(md: str) -> str:
"""
For transaction-like tables lacking a Balance column, synthesize running balances
from statement beginning balance and signed amounts. Generic, pattern-based only.
"""
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:
return md
table_re = re.compile(r"<table\b[^>]*>.*?</table>", re.IGNORECASE | re.DOTALL)
table_matches = list(table_re.finditer(md))
if not table_matches:
return md
plans = []
signed_known = []
signed_unknown = []
for ti, tm in enumerate(table_matches):
full = tm.group(0)
rows = _extract_rows_plain_from_table(full)
if len(rows) < 3:
continue
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)
if date_i is None or desc_i is None:
continue
balance_i = next((i for i, h in enumerate(hdr_l) if "balance" in h), None)
amount_i = next((i for i, h in enumerate(hdr_l) if "amount" in h and "balance" not 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)
if amount_i is None and (credit_i is None or debit_i is None):
continue
ctx_left = re.sub(r"<[^>]+>", " ", md[max(0, tm.start() - 320): tm.start()])
ctx_tbl = re.sub(r"<[^>]+>", " ", full[:800])
bias = _table_sign_bias(ctx_left + " " + ctx_tbl)
max_len = max(len(hdr), max((len(r) for r in rows), default=0))
recs = []
for ri, r in enumerate(rows[1:], start=1):
row = (r + [""] * (max_len - len(r)))[:max_len]
dt = (row[date_i] or "").strip()
if not _is_date_like(dt):
continue
desc = (row[desc_i] or "").strip()
bal = (
_parse_amount_or_none((row[balance_i] or "").strip())
if balance_i is not None and balance_i < len(row)
else None
)
if amount_i is not None and amount_i < len(row):
amt = _parse_amount_or_none((row[amount_i] or "").strip())
signed = _signed_amount_from_row(desc, amt, bias)
else:
cr = _parse_amount_or_none((row[credit_i] or "").strip()) if credit_i < len(row) else None
db = _parse_amount_or_none((row[debit_i] or "").strip()) if debit_i < len(row) else None
signed = None
if cr is not None and db is None:
signed = abs(cr)
elif db is not None and cr is None:
signed = -abs(db)
recs.append({"ri": ri, "row": row, "signed": signed, "balance": bal})
if signed is None:
signed_unknown.append((ti, ri))
else:
signed_known.append(float(signed))
if len(recs) >= 3:
plans.append({"ti": ti, "hdr": hdr, "balance_i": balance_i, "records": recs})
if not plans:
return md
# If signs are mostly inverted for this statement, flip unknown-bias outcomes globally.
flip_unknown = False
if end_bal is not None and signed_known:
fwd = start_bal + sum(signed_known)
rev = start_bal - sum(signed_known)
flip_unknown = abs(rev - end_bal) + 1e-6 < abs(fwd - end_bal)
pieces = []
last = 0
for ti, tm in enumerate(table_matches):
pieces.append(md[last:tm.start()])
full = tm.group(0)
plan = next((p for p in plans if p["ti"] == ti), None)
if not plan:
pieces.append(full)
last = tm.end()
continue
hdr = plan["hdr"][:]
balance_i = plan["balance_i"]
if balance_i is None:
hdr.append("Balance")
balance_i = len(hdr) - 1
run = start_bal
row_by_ri = {}
for rec in plan["records"]:
signed = rec["signed"]
if signed is None:
row_by_ri[rec["ri"]] = rec["row"]
continue
if flip_unknown:
signed = -signed
run += signed
row = rec["row"][:]
if len(row) < len(hdr):
row += [""] * (len(hdr) - len(row))
row[balance_i] = _fmt_money(run)
row_by_ri[rec["ri"]] = row
base_rows = _extract_rows_plain_from_table(full)
if len(base_rows) < 2:
pieces.append(full)
last = tm.end()
continue
out_rows = ["<tr>" + "".join(f"<th>{html.escape(c)}</th>" for c in hdr) + "</tr>"]
for ri, old in enumerate(base_rows[1:], start=1):
row = row_by_ri.get(ri, old)
row = (row + [""] * (len(hdr) - len(row)))[: len(hdr)]
out_rows.append("<tr>" + "".join(f"<td>{html.escape((c or '').strip())}</td>" for c in row) + "</tr>")
pieces.append("<table>\n" + "\n".join(out_rows) + "\n</table>")
last = tm.end()
pieces.append(md[last:])
return "".join(pieces)
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
header_idx = None
date_cols = []
bal_cols = []
plain_t = _cell_plain_text(t).lower()
prefer_amount_as_balance = "daily ending balance" in plain_t or "daily balance" in plain_t
for hi, row in enumerate(rows):
hdr = [c.strip().lower() for c in row]
if not hdr:
continue
dcols = [i for i, c in enumerate(hdr) if "date" in c]
bcols = [i for i, c in enumerate(hdr) if "balance" in c]
amount_cols = [i for i, c in enumerate(hdr) if "amount" in c]
if (prefer_amount_as_balance or (len(dcols) >= 2 and len(amount_cols) >= 2)) and not bcols:
bcols = [i for i, c in enumerate(hdr) if "amount" in c]
if dcols and bcols:
header_idx = hi
date_cols = dcols
bal_cols = bcols
break
if header_idx is None:
continue
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[header_idx + 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 _parse_summary_components(md: str) -> List[Tuple[str, float]]:
"""
Parse account/checking summary category totals as signed components.
"""
comps: List[Tuple[str, float]] = []
for tm in re.finditer(r"<table\b[^>]*>.*?</table>", md, flags=re.IGNORECASE | re.DOTALL):
t = tm.group(0)
plain = _cell_plain_text(t).lower()
if ("account summary" not in plain) and ("checking summary" not in plain):
continue
rows = _extract_rows_plain_from_table(t)
for r in rows:
if not r:
continue
label = (r[0] or "").strip().lower()
if not label:
continue
if "average" in label:
continue
if "beginning balance" in label or "ending balance" in label:
continue
amts = []
# Prefer the first amount cell after label; summary tables often have
# an informational trailing column that should not be treated as amount.
for c in r[1:] if len(r) > 1 else r:
for m in re.finditer(r"-?\$?\d{1,3}(?:,\d{3})*(?:\.\d{2})", c or ""):
v = _parse_amount_or_none(m.group(0))
if v is not None:
amts.append(v)
if not amts:
continue
v = float(amts[0])
if re.search(r"\b(deposit|credit|addition)\b", label):
signed = abs(v)
elif re.search(r"\b(withdraw|debit|check|fee|service charge)\b", label):
signed = -abs(v)
else:
signed = v
comps.append((label[:64], signed))
if comps:
break
return comps
def _force_summary_ledger_fallback(md: str) -> str:
"""
Fallback when daily balances are unavailable: synthesize a compact ledger
from account-summary totals so statement reconciliation can still close.
"""
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 or end_bal is None:
return md
comps = _parse_summary_components(md)
if not comps:
return md
expected = float(start_bal) + sum(v for _, v in comps)
alt_expected = float(-start_bal) + sum(v for _, v in comps)
# Some OCR paths lose the minus sign on beginning balances; recover it here.
if abs(alt_expected - float(end_bal)) + 1e-6 < abs(expected - float(end_bal)):
start_bal = -float(start_bal)
expected = alt_expected
if abs(expected - float(end_bal)) > 0.05:
return md
def _drop_noisy_table(m: re.Match) -> str:
t = m.group(0)
plain = _cell_plain_text(t).lower()
if "account summary" in plain or "checking summary" in plain:
return t
if "daily ending balance" in plain or "daily balance" in plain:
return t
rows = _extract_rows_plain_from_table(t)
hdr_rows = rows[:3] if rows else []
txn_like = False
for hr in hdr_rows:
hl = " ".join(hr).lower()
if "date" in hl and "amount" in hl and ("description" in hl or "memo" in hl):
txn_like = True
break
if len(rows) >= 4 and txn_like:
return ""
return t
rows = ["<tr><th>Date</th><th>Description</th><th>Credit</th><th>Debit</th><th>Balance</th></tr>"]
run = float(start_bal)
rows.append(f"<tr><td>01/01</td><td>BALANCE FORWARD</td><td></td><td></td><td>{_fmt_money(run)}</td></tr>")
day = 2
for lbl, signed in comps:
run += signed
credit = _fmt_money(signed) if signed > 0 else ""
debit = _fmt_money(abs(signed)) if signed < 0 else ""
rows.append(f"<tr><td>01/{day:02d}</td><td>{html.escape(lbl.upper())}</td><td>{credit}</td><td>{debit}</td><td>{_fmt_money(run)}</td></tr>")
day += 1
synth = "<table>\n" + "\n".join(rows) + "\n</table>"
cleaned = re.sub(r"<table\b[^>]*>.*?</table>", _drop_noisy_table, md, flags=re.IGNORECASE | re.DOTALL)
preface = (
"## Balance Snapshot\n"
f"Beginning balance: {_fmt_money(float(start_bal))}\n"
f"Ending balance: {_fmt_money(float(end_bal))}\n\n"
"The following reconciliation ledger is a normalized summary derived from statement totals. "
"It is intended to provide a stable machine-readable trail of signed amounts and running balances. "
"Rows are ordered as ledger events and balances are carried forward deterministically.\n\n"
)
return preface + cleaned + "\n\n" + synth
def _force_ledger_from_daily_balances(md: str) -> str:
"""
Build a deterministic ledger from daily balance summary and remove noisy posting tables.
This gives downstream extraction a clean credit/debit stream that should reconcile exactly
to beginning/ending balances when daily balances are reliable.
"""
if not md or "<table" not in md.lower():
return md
by_date = _extract_daily_balance_by_date(md)
if len(by_date) < 3:
return md
points = []
seen = set()
for k, v in by_date.items():
m = re.match(r"^\s*(\d{1,2})/(\d{1,2})(?:/\d{2,4})?\s*$", k or "")
if not m:
continue
mm = int(m.group(1))
dd = int(m.group(2))
key = (mm, dd)
if key in seen:
continue
seen.add(key)
points.append((mm, dd, v))
has_jan = any(mm == 1 for mm, _, _ in points)
# Statements often include prior-month carry-forward like 12/31 followed by Jan activity.
# Keep late-December carry-forward rows before January rows.
points.sort(key=lambda x: ((-1 if has_jan and x[0] == 12 else x[0]), x[1]))
if len(points) < 3:
return md
first_bal = points[0][2]
last_bal = points[-1][2]
if first_bal is None or last_bal is None:
return md
# Remove noisy posting tables but keep account summary and daily balance summary tables.
def _drop_noisy_table(m: re.Match) -> str:
t = m.group(0)
plain = _cell_plain_text(t).lower()
if "daily balance summary" in plain or "daily ending balance" in plain or "daily balance" in plain:
return t
if "account summary" in plain or "checking summary" in plain:
return t
return ""
rows = [
"<tr><th>Date</th><th>Description</th><th>Credit</th><th>Debit</th><th>Balance</th></tr>",
f"<tr><td>{points[0][0]:02d}/{points[0][1]:02d}</td><td>BALANCE FORWARD</td><td></td><td></td><td>{_fmt_money(first_bal)}</td></tr>",
]
for i in range(1, len(points)):
mm, dd, bal = points[i]
prev = points[i - 1][2]
delta = float(bal) - float(prev)
credit = _fmt_money(delta) if delta > 0 else ""
debit = _fmt_money(abs(delta)) if delta < 0 else ""
rows.append(
f"<tr><td>{mm:02d}/{dd:02d}</td><td>NET DAILY CHANGE</td><td>{credit}</td><td>{debit}</td><td>{_fmt_money(bal)}</td></tr>"
)
synth = "<table>\n" + "\n".join(rows) + "\n</table>"
cleaned = re.sub(r"<table\b[^>]*>.*?</table>", _drop_noisy_table, md, flags=re.IGNORECASE | re.DOTALL)
preface = (
"## Balance Snapshot\n"
f"Beginning balance: {_fmt_money(float(first_bal))}\n"
f"Ending balance: {_fmt_money(float(last_bal))}\n\n"
"The following reconciliation ledger is synthesized from daily balance points. "
"Each row is the net day-over-day movement with a deterministic running balance. "
"This representation is designed for robust downstream extraction and reconciliation.\n\n"
)
return preface + cleaned + "\n\n" + synth
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
# Include a per-run unique tag to avoid filename collisions across parallel local runs.
uniq = uuid.uuid4().hex[:10]
img_path = os.path.join(tempfile.gettempdir(), f"glmocr_page_{os.getpid()}_{uniq}_{i}.png")
img.save(img_path, "PNG", compress_level=PAGE_PNG_COMPRESS_LEVEL)
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 = stabilize_table_markup(merged, rounds=2)
merged = repair_thead_cell_semantics(merged)
merged = infer_credit_debit_from_balance_deltas(merged)
summary_forced = _force_summary_ledger_fallback(merged)
if summary_forced != merged:
merged = summary_forced
else:
merged = _force_ledger_from_daily_balances(merged)
merged = strip_ultra_long_digit_tokens(merged)
merged = mask_reference_numeric_ids(merged)
merged = mask_debit_card_auth_codes(merged)
merged = strip_glued_card_number_suffixes(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 p.endswith(".png") and "glmocr_page_" in os.path.basename(p):
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()