Update app.py

app.py

@@ -1269,6 +1269,46 @@ def augment_with_derived_balance_views(md: str) -> str:
     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
@@ -1407,8 +1447,8 @@ def run_ocr(uploaded_file):
         if merged and merged != "(No content)" and not merged.lstrip().startswith("Error:"):
             merged = stabilize_table_markup(merged, rounds=4)
             merged = enrich_transaction_tables_with_daily_balances(merged)
-            merged = synthesize_running_balance_columns(merged)
-            merged = augment_with_derived_balance_views(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)