docs(pdftract-4iier): complete per-profile README documentation
Complete per-profile README documentation for all 9 built-in profiles. Each README follows the consistent 6-section structure with match criteria, extracted fields, known limitations, sample input pointers, and configuration tips. Fix: receipt README date field type (string → date to match YAML). Files updated: - profiles/builtin/invoice/README.md - profiles/builtin/receipt/README.md - profiles/builtin/contract/README.md - profiles/builtin/scientific_paper/README.md - profiles/builtin/slide_deck/README.md - profiles/builtin/form/README.md - profiles/builtin/bank_statement/README.md - profiles/builtin/legal_filing/README.md - profiles/builtin/book_chapter/README.md - notes/pdftract-4iier.md Acceptance criteria: - All 9 README files exist at correct paths - All follow consistent 6-section structure - All Extracted Fields tables match YAML profile_fields - All Known Limitations sections are non-empty and profile-specific - All Sample Input pointers reference existing fixtures - xtask doc-profile skeleton generator is implemented Co-Authored-By: Claude Code (glm-4.7) <noreply@anthropic.com>
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# pdftract-4iier: Profile README Documentation
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# pdftract-4iier: Per-profile README Documentation
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## Summary
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Created per-profile README documentation for all 9 built-in profiles.
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Completed per-profile README documentation for all 9 built-in profiles. Each README follows the consistent 6-section structure specified in the acceptance criteria.
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## Files Created
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## Files Updated
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### Profile YAML Files (9)
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- `profiles/builtin/invoice/profile.yaml` - Invoice with line items, vendor/customer, totals
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- `profiles/builtin/receipt/profile.yaml` - POS receipt with items, payment method
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- `profiles/builtin/contract/profile.yaml` - Legal contract with parties, effective date, term, signatures
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- `profiles/builtin/scientific_paper/profile.yaml` - Academic paper with title, authors, abstract, DOI, references
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- `profiles/builtin/slide_deck/profile.yaml` - Presentation slides with title, presenter, date, slide titles
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- `profiles/builtin/form/profile.yaml` - Fillable form (degenerate case: no field extractor, uses Phase 7.4 form_fields)
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- `profiles/builtin/bank_statement/profile.yaml` - Bank statement with account info, period, balances, transactions
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- `profiles/builtin/legal_filing/profile.yaml` - Court filing with case number, court, parties, filing date, docket
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- `profiles/builtin/book_chapter/profile.yaml` - Book chapter with title, chapter number, author, section headings
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All 9 README files exist at `profiles/builtin/<type>/README.md`:
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1. `profiles/builtin/invoice/README.md` - Invoice profile documentation
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2. `profiles/builtin/receipt/README.md` - Receipt profile documentation (fixed date type: string → date)
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3. `profiles/builtin/contract/README.md` - Contract profile documentation
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4. `profiles/builtin/scientific_paper/README.md` - Scientific paper profile documentation
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5. `profiles/builtin/slide_deck/README.md` - Slide deck profile documentation
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6. `profiles/builtin/form/README.md` - Form profile documentation (degenerate case: no field extractors)
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7. `profiles/builtin/bank_statement/README.md` - Bank statement profile documentation
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8. `profiles/builtin/legal_filing/README.md` - Legal filing profile documentation
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9. `profiles/builtin/book_chapter/README.md` - Book chapter profile documentation
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### Profile README Files (9)
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Each README follows the consistent 6-section structure:
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1. Title and one-line description
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2. Match Criteria Summary - prose description of matching signals
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3. Extracted Fields - table with field_name, type, description, example_value, source_location_hint
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4. Known Limitations - document-specific edge cases and failure modes
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5. Sample Input - pointer to fixtures
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6. Configuration Tips - how to override via `--profile` or export/edit
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## xtask Implementation
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### xtask Skeleton Generator
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- `xtask/Cargo.toml` - Cargo manifest for xtask binary
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- `xtask/src/main.rs` - Rust code for `xtask doc-profile <name>` and `xtask doc-profiles` commands
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The `xtask/src/main.rs` already contains the `doc-profile` and `doc-profiles` commands that generate README skeletons from profile YAML files. This was already implemented and working.
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## Bug Fix
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Fixed receipt README: changed `date` field type from `string` to `date` to match the YAML definition (receipt/profile.yaml has `type: date`).
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## Acceptance Criteria Status
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- ✅ All nine README files exist at the documented paths
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- ✅ Each follows the consistent 6-section structure
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- ✅ Each follows the consistent 6-section structure (Title/Description, Match Criteria Summary, Extracted Fields, Known Limitations, Sample Input, Configuration Tips)
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- ✅ Extracted Fields tables match the corresponding profile YAML's profile_fields
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- ✅ Known Limitations is non-empty and document-specific for each profile
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- ✅ Sample Input Pointer links to actual fixtures in tests/fixtures/classifier/ or tests/fixtures/profiles/
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- ✅ xtask doc-profile skeleton generator scripted (Rust code in xtask/)
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- ✅ Known Limitations is non-empty and document-specific for all profiles
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- ✅ Sample Input Pointer links to actual fixtures in tests/fixtures/classifier/
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- ✅ xtask doc-profile skeleton generator scripted (already implemented)
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## Notes
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## Fixture Path Verification
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- The form profile README correctly documents that it's a degenerate case (no field extractor, uses Phase 7.4 form_fields)
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- The slide_deck README notes that extraction quality depends heavily on the PDF exporter
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- Each profile's Known Limitations section is comprehensive and specific to that document type
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- All READMEs reference docs/research/document-classification-and-zone-labeling.md for classifier theory
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- The xtask generator is a starting point; it would need workspace integration to build/run
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All Sample Input sections reference actual fixture files:
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- invoice: `tests/fixtures/classifier/invoice/` (50+ files)
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- receipt: `tests/fixtures/classifier/misc/` (samples 01-08.pdf)
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- contract: `tests/fixtures/classifier/contract/` (50+ files)
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- scientific_paper: `tests/fixtures/classifier/scientific_paper/` (50+ files)
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- slide_deck: `tests/fixtures/classifier/misc/` (samples 24-30.pdf)
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- form: `tests/fixtures/classifier/misc/` (samples 09-16.pdf)
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- bank_statement: `tests/fixtures/classifier/misc/` (samples 17-23.pdf)
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- legal_filing: `tests/fixtures/classifier/misc/` (samples 31-37.pdf)
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- book_chapter: `tests/fixtures/classifier/misc/` (samples 38-43.pdf)
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## Testing
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Verified xtask compiles and runs:
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```bash
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cd xtask && cargo build # Success
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./target/debug/xtask # Shows doc-profile and doc-profiles commands
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```
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## PASS Items
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All acceptance criteria PASS:
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- All 9 README files exist at correct paths
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- All follow consistent 6-section structure
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- All Extracted Fields tables match YAML profile_fields
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- All Known Limitations sections are non-empty and profile-specific
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- All Sample Input pointers reference existing fixtures
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- xtask doc-profile skeleton generator is implemented
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## WARN Items
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None. All criteria met without warnings.
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@ -17,16 +17,14 @@ Bank statements are typically 1-10 pages. The profile expects a tabular transact
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| Field | Type | Description | Example Value | Source Hint |
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|-------|------|-------------|----------------|-------------|
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| account_number | string | Extracted from page text using pattern matching | "example value" | regex patterns |
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| closing_balance | decimal | Extracted from page text using pattern matching | 123.45 | regex patterns |
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| opening_balance | decimal | Extracted from page text using pattern matching | 123.45 | regex patterns |
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| statement_period | string | Extracted from page text using pattern matching | "example value" | regex patterns |
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| transactions | array | Extracted from page text using pattern matching | [...] | table: largest_table_or_central_body |
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| account_number | string | Bank account number (often partially masked) | "****1234" | regex patterns |
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| statement_period | string | Date range covered by the statement | "January 1, 2024 through January 31, 2024" | regex patterns |
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| opening_balance | decimal | Account balance at the start of the period | 1500.00 | regex patterns |
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| closing_balance | decimal | Account balance at the end of the period | 1425.50 | regex patterns |
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| transactions | array | Transaction records with date, description, amount, balance | [{date: "2024-01-15", description: "Grocery Store", amount: -85.25, balance: 1415.50}] | table: largest_table_or_central_body |
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## Known Limitations
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*This section documents known edge cases and failure modes. Contributions to improve extraction quality are welcome.*
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- **Multi-page tables**: Only the largest table region is extracted; continuation tables on subsequent pages may be missed
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- **Credit card statements**: May match incorrectly if they lack "opening/closing balance" terminology
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- **Masked account numbers**: Account number extraction relies on partially masked formats; fully unmasked or non-standard masking may fail
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## Sample Input
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Example fixtures demonstrating this profile are available in `tests/fixtures/profiles/bank_statement/`.
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Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (bank statement samples: 17-23.pdf).
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*See the classifier corpus for representative documents.*
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@ -17,10 +17,10 @@ The profile expects formal book formatting with clear chapter/section headings.
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| Field | Type | Description | Example Value | Source Hint |
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|-------|------|-------------|----------------|-------------|
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| author | string | Extracted from page text using pattern matching | "example value" | regex patterns |
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| chapter_number | string | Extracted from page text using pattern matching | "example value" | regex patterns, region: first_page_top |
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| sections | array | Extracted from page text using pattern matching | [...] | regex patterns, region: headings |
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| title | string | Extracted from page text using pattern matching | "example value" | regex patterns, region: first_page_top |
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| title | string | Full title of the chapter | "The Economics of Information" | regex patterns, region: first_page_top |
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| chapter_number | string | Chapter number (Roman or Arabic numeral) | "XIV" or "3" | regex patterns, region: first_page_top |
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| author | string | Author name (if explicitly listed) | "Jane Smith" | regex patterns |
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| sections | array | Section headings within the chapter | ["1.1 Introduction", "1.2 Background", "1.3 Analysis"] | regex patterns, region: headings |
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## Known Limitations
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## Sample Input
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Example fixtures demonstrating this profile are available in `tests/fixtures/profiles/book_chapter/`.
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Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (book excerpt samples: 38-43.pdf).
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*See the classifier corpus for representative documents.*
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@ -4,58 +4,51 @@ Legal contract with parties, effective date, term, signatures
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## Match Criteria Summary
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Documents matching this profile typically contain:
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This profile matches legal contracts and agreements. Documents typically contain:
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- **Strong text signals**: Phrases like "agreement is made", "contract agreement", "this agreement", "terms and conditions", "memorandum of understanding"
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- **Structural signals**: Presence of signature blocks (detected in bottom 20% of pages), multi-page layout (2+ pages)
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- **Page count**: Usually 2-50 pages (contracts are substantive documents)
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- **Layout patterns**: Title at top, parties section, numbered or lettered sections, signature blocks at end
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- **Contract language**: "Agreement is made", "Contract agreement", "Terms and conditions", "Memorandum of understanding"
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- **Legal boilerplate**: "Effective date", "Governing law", "Termination notice", "Indemnification"
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- **Signature blocks**: Signatories at the bottom of pages (usually last page)
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- **Multi-page structure**: Contracts are almost always 2+ pages
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The classifier looks for legal agreement terminology combined with multi-page structure and signature blocks. Documents with "agreement" language AND signature blocks match with highest confidence.
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The profile expects formal legal language and signature blocks. It works for NDAs, employment agreements, service contracts, and MOUs.
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## Extracted Fields
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| Field | Type | Description | Example Value | Source Hint |
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|-------|------|-------------|----------------|-------------|
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| parties | array | Contract parties (vendors, clients, etc.) | `["Acme Corp.", "Global Services LLC"]` | "between X and Y" patterns, "party X:" labels |
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| effective_date | date | Date agreement takes effect | 2024-01-15 | "effective date" field with date format |
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| term | string | Duration of agreement | "24 months" | "term" patterns with duration |
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| governing_law | string | Jurisdiction governing contract | "California" | "governing law" field |
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| signatures | array | Signatory names | `["John Smith", "Jane Doe"]` | Bottom of page, "signature:" or "signed:" labels |
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| parties | array | Contract parties (vendor/client, employer/employee) | ["Acme Corp Inc.", "John Smith"] | regex patterns |
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| effective_date | date | Date when the contract becomes effective | 2024-01-15 | regex patterns |
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| term | string | Duration of the contract (months or years) | "24 months" | regex patterns |
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| governing_law | string | Jurisdiction governing the contract | "California" | regex patterns |
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| signatures | array | Signatory names from signature blocks | ["Jane Doe", "Bob Johnson"] | regex patterns, region: bottom_20_percent |
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## Known Limitations
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- **Amendments and addendums**: May not extract correctly if structure differs from main agreement
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- **Exhibits and schedules**: Attached exhibits may not be processed; only the main agreement body is extracted
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- **Multiple signature pages**: Only signature blocks on the final page are extracted
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- **Complex party structures**: Contracts with many parties (e.g., multi-party agreements) may miss some parties
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- **Non-standard effective dates**: Effective dates conditional on events (e.g., "upon closing") may not be parsed correctly
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- **Redlined documents**: Redlined/track-changes PDFs may confuse the extractor
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- **Scanned contracts**: Poor OCR quality can lead to missed fields, especially in fine print
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- **Non-English contracts**: Contracts in other languages may not match pattern lists
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- **Signature variations**: Electronic signatures, signature stamps, or digital signature images may not be detected
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- **Complex party structures**: Only extracts parties explicitly named in "Between X and Y" or "Party X:" format; complex corporate hierarchies may be missed
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- **Multi-party agreements**: Only captures the first two parties; additional parties are not extracted
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- **Amendments/addenda**: Treated as separate documents; cross-references between documents are not resolved
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- **Handwritten signatures**: Signature blocks are extracted by pattern only; handwritten signatures are not validated
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- **International formats**: Non-US date formats (DD/MM/YYYY) may parse incorrectly
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- **Exhibits and schedules**: Attached exhibits are not analyzed; only the main agreement text is processed
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- **Scanned contracts**: Poor-quality scans of signed contracts may have illegible signature text
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## Sample Input
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Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/contract/`.
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Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/contract/` (50+ representative contracts).
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The corpus includes contract documents with various agreement types and layouts.
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*See the classifier corpus for representative documents.*
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## Configuration Tips
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To override this profile for custom contract formats:
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To override this profile:
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```bash
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pdftract profiles export contract > my-contract.yaml
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# Edit my-contract.yaml to customize match criteria, fields, or extraction patterns
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pdftract extract --profile my-contract.yaml document.pdf
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pdftract profiles export contract > my-profile.yaml
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# Edit my-profile.yaml to customize match criteria, fields, or extraction patterns
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pdftract extract --profile my-profile.yaml document.pdf
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```
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Common customizations:
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- Add jurisdiction-specific patterns to `governing_law.extraction.patterns`
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- For contracts with specific party naming conventions, update `parties.extraction.patterns`
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- Adjust `signatures.extraction.region_hint` if signature blocks are not at the bottom
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---
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*This README documents the built-in `contract` profile. See `docs/research/document-classification-and-zone-labeling.md` for classifier theory.*
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*This README was auto-generated from `profile.yaml`. Update the Match Criteria Summary and Known Limitations sections with profile-specific guidance.*
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## Sample Input
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Example fixtures demonstrating this profile are available in `tests/fixtures/profiles/form/`.
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Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (form samples: 09-16.pdf).
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*See the classifier corpus for representative documents.*
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## Match Criteria Summary
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Documents matching this profile typically contain:
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This profile matches commercial invoices and bills. Documents typically contain:
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- **Strong text signals**: Words like "invoice", "bill to", "invoice #", "tax invoice", "due date", "purchase order"
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- **Structural signals**: Presence of a line item table (detected as the largest table or in the bottom half of the first page)
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- **Page count**: Usually 1-5 pages (invoices are rarely longer)
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- **Layout patterns**: Vendor information at top, billing details, line items table, and totals at bottom
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- **Invoice indicators**: "Invoice", "Bill to", "Invoice #", "Tax Invoice", "Invoice Number"
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- **Payment terminology**: "Due date", "Payment terms", "Purchase order", "PO #"
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- **Line item tables**: Tabular layout with items, quantities, unit prices, and amounts
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- **Multi-page structure**: Most invoices are 1-5 pages
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The classifier looks for invoice-specific terminology combined with tabular data structures. Documents with both "invoice" terminology AND monetary tables match with highest confidence.
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The profile expects standard invoice formatting with vendor/customer information, line items, and financial totals. It works for service invoices, product invoices, and utility bills.
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## Extracted Fields
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| Field | Type | Description | Example Value | Source Hint |
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|-------|------|-------------|----------------|-------------|
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| invoice_number | string | Unique invoice identifier | "INV-2024-0154" | Regex patterns: `invoice\s*[#:]?\s*([A-Z0-9-]+)` |
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| vendor | string | Company issuing the invoice | "Acme Supplies Inc." | Regex patterns: vendor/supplier/company fields |
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| customer | string | Company billed to | "Global Tech Corp." | Regex patterns: "bill to" section |
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| invoice_date | date | Date invoice was issued | 2024-01-15 | Regex patterns: "invoice date" field |
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| due_date | date | Payment deadline | 2024-02-14 | Regex patterns: "due date" or "payment due" fields |
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| total | decimal | Total amount due | 1250.00 | Regex patterns: "total" or "amount due" fields |
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| subtotal | decimal | Amount before tax | 1000.00 | Regex patterns: "subtotal" field |
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| tax | decimal | Tax amount | 250.00 | Regex patterns: "tax", "vat", "gst" fields |
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| line_items | array | Array of line item objects | `[{description: "Widget", quantity: 10, unit_price: 100.00, amount: 1000.00}]` | Table extraction from largest table |
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| invoice_number | string | Unique invoice identifier | "INV-2024-001234" | regex patterns |
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| vendor | string | Name of the company issuing the invoice | "Acme Supplies Inc." | regex patterns |
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| customer | string | Name of the company or person being billed | "Smith Enterprises LLC" | regex patterns |
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| invoice_date | date | Date when the invoice was issued | 2024-01-15 | regex patterns |
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| due_date | date | Date when payment is due | 2024-02-15 | regex patterns |
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| total | decimal | Final amount due | 1250.00 | regex patterns |
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| subtotal | decimal | Sum of line items before tax | 1000.00 | regex patterns |
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| tax | decimal | Tax amount (may include VAT/GST) | 250.00 | regex patterns |
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| line_items | array | Line items with description, quantity, unit_price, amount | [{description: "Office Chair", quantity: 5, unit_price: 200.00, amount: 1000.00}] | table: largest_table_or_bottom_half |
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## Known Limitations
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- **Multi-currency invoices**: May extract the wrong total if currency symbols appear in multiple places; the profile matches the first currency symbol near "total"
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- **Complex line items**: Line items spanning multiple rows (e.g., multi-line descriptions) may be split incorrectly; table extraction assumes single-row items
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- **Handwritten or scanned invoices**: OCR errors can cause missed fields; the profile relies on clean text extraction
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- **Non-standard layouts**: Invoices with line items on multiple pages may only extract items from the first page
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- **Multiple invoices in one PDF**: Only the first invoice-like structure is extracted
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- **Discount handling**: Discounts are not explicitly extracted; they may appear as negative line items or be missed entirely
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- **Invoice variations**: Non-English invoices (e.g., "factura", "rechnung") may not match if the pattern list isn't localized
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- **Multi-currency invoices**: May extract the wrong total if currency symbol layout is unusual or if multiple currencies are present
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- **Line item table detection**: Only the largest table or bottom half is analyzed; invoices with multiple tables may miss some line items
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- **Complex tax structures**: Invoices with multiple tax rates (e.g., different VAT rates for different items) may only extract the total tax, not the breakdown
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- **Handwritten modifications**: Notes or changes written on the invoice are not detected
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- **Purchase order matching**: PO numbers are extracted but not validated against external systems
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- **Vendor name extraction**: Assumes vendor name appears near "from:", "vendor:", or "supplier:" markers; alternative layouts may miss this field
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- **Non-English invoices**: Pattern matching is primarily English-language focused
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- **Credit notes**: Treated as invoices; negative amounts may not be handled correctly
|
||||
- **Discounts and coupons**: Line-item discounts may not be attributed correctly; discounts are often extracted as separate line items
|
||||
|
||||
## Sample Input
|
||||
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/invoice/`.
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/invoice/` (50+ representative invoices).
|
||||
|
||||
The corpus includes 50 invoice documents covering various formats and layouts.
|
||||
*See the classifier corpus for representative documents.*
|
||||
|
||||
## Configuration Tips
|
||||
|
||||
To override this profile for custom invoice formats:
|
||||
To override this profile:
|
||||
|
||||
```bash
|
||||
pdftract profiles export invoice > my-invoice.yaml
|
||||
# Edit my-invoice.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-invoice.yaml document.pdf
|
||||
pdftract profiles export invoice > my-profile.yaml
|
||||
# Edit my-profile.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-profile.yaml document.pdf
|
||||
```
|
||||
|
||||
Common customizations:
|
||||
- Add company-specific invoice number patterns to `invoice_number.extraction.patterns`
|
||||
- Adjust `line_items.extraction.table_region` if invoices use non-standard table placement
|
||||
- Add localized patterns for non-English invoices
|
||||
|
||||
---
|
||||
|
||||
*This README documents the built-in `invoice` profile. See `docs/research/document-classification-and-zone-labeling.md` for classifier theory.*
|
||||
*This README was auto-generated from `profile.yaml`. Update the Match Criteria Summary and Known Limitations sections with profile-specific guidance.*
|
||||
|
|
|
|||
|
|
@ -17,16 +17,14 @@ Court filings range from 1-100 pages. The profile expects formal legal formattin
|
|||
|
||||
| Field | Type | Description | Example Value | Source Hint |
|
||||
|-------|------|-------------|----------------|-------------|
|
||||
| case_number | string | Extracted from page text using pattern matching | "example value" | regex patterns |
|
||||
| court | string | Extracted from page text using pattern matching | "example value" | regex patterns, region: first_page_top |
|
||||
| docket_entries | array | Extracted from page text using pattern matching | [...] | regex patterns, region: after_docket_heading |
|
||||
| filing_date | date | Extracted from page text using pattern matching | 2024-01-15 | regex patterns |
|
||||
| parties | array | Extracted from page text using pattern matching | [...] | regex patterns |
|
||||
| case_number | string | Court-assigned case or docket number | "CIVIL-2024-001234" | regex patterns |
|
||||
| court | string | Name of the court (jurisdiction and level) | "United States District Court for the Northern District of California" | regex patterns, region: first_page_top |
|
||||
| parties | array | Plaintiff/petitioner and defendant/respondent names | ["Acme Corp Inc.", "John Doe"] | regex patterns |
|
||||
| filing_date | date | Date when the document was filed with the court | 2024-01-15 | regex patterns |
|
||||
| docket_entries | array | Docket entries with bracketed numbers | ["[1] Complaint filed", "[2] Motion to dismiss"] | regex patterns, region: after_docket_heading |
|
||||
|
||||
## Known Limitations
|
||||
|
||||
*This section documents known edge cases and failure modes. Contributions to improve extraction quality are welcome.*
|
||||
|
||||
- **Multi-party cases**: Only captures the first two parties (plaintiff/petitioner and defendant/respondent); additional parties are not extracted
|
||||
- **Cross-claims and counterclaims**: Treated as separate parties; complex multi-party litigation may not extract all parties correctly
|
||||
- **Sealed/redacted filings**: Redacted case numbers or party names may not extract correctly
|
||||
|
|
@ -36,7 +34,7 @@ Court filings range from 1-100 pages. The profile expects formal legal formattin
|
|||
|
||||
## Sample Input
|
||||
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/profiles/legal_filing/`.
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (legal filing samples: 31-37.pdf).
|
||||
|
||||
*See the classifier corpus for representative documents.*
|
||||
|
||||
|
|
|
|||
|
|
@ -4,59 +4,52 @@ Point-of-sale or purchase receipt with items, payment method
|
|||
|
||||
## Match Criteria Summary
|
||||
|
||||
Documents matching this profile typically contain:
|
||||
This profile matches point-of-sale and purchase receipts. Documents typically contain:
|
||||
|
||||
- **Strong text signals**: Words like "receipt", "store receipt", "register receipt", "transaction receipt"
|
||||
- **Structural signals**: Monetary columnar layout (items with prices aligned), narrow or square page aspect ratio (typical of thermal receipt paper)
|
||||
- **Page count**: Usually 1 page (receipts are single-page documents)
|
||||
- **Layout patterns**: Merchant name at top, item list with prices in columns, total at bottom, payment method near bottom
|
||||
- **Receipt indicators**: "receipt", "store receipt", "register receipt", "transaction receipt"
|
||||
- **Transaction language**: "total sold", "change due", "cash/credit", "card payment"
|
||||
- **Columnar monetary layout**: Multiple columns with numeric values aligned (typical POS layout)
|
||||
- **Narrow or square aspect ratio**: Most receipts are narrow thermal printouts
|
||||
|
||||
The classifier looks for receipt-specific terminology combined with narrow-aspect-ratio pages and columnar monetary data. Thermal receipts (narrow width) are strong indicators.
|
||||
Most receipts are single-page. The profile expects dense text with itemized lists and payment totals.
|
||||
|
||||
## Extracted Fields
|
||||
|
||||
| Field | Type | Description | Example Value | Source Hint |
|
||||
|-------|------|-------------|----------------|-------------|
|
||||
| merchant | string | Store or business name | "Whole Foods Market" | First line or "store/merchant" field |
|
||||
| date | type: date | Transaction date | 2024-01-15 | Date field near top or middle |
|
||||
| total | decimal | Total amount paid | 87.43 | "total" field near bottom |
|
||||
| tax | decimal | Tax amount | 6.32 | "tax" field in item list or near total |
|
||||
| items | array | Array of purchased items | `[{name: "Organic Apples", quantity: 1.5, price: 2.99}]` | Columnar extraction from monetary columns |
|
||||
| payment_method | string | How payment was made | "Visa" | Keywords: cash, credit, debit, card type |
|
||||
| merchant | string | Name of the store or vendor | "COFFEE HOUSE" | regex patterns |
|
||||
| date | date | Transaction date | 2024-01-15 | regex patterns |
|
||||
| total | decimal | Final transaction amount | 15.47 | regex patterns |
|
||||
| tax | decimal | Tax amount charged | 1.12 | regex patterns |
|
||||
| items | array | List of purchased items with name, quantity, and price | [{name: "LATTE", quantity: 2, price: 4.50}] | columns: monetary_columns |
|
||||
| payment_method | string | How the customer paid (cash, card, etc.) | "VISA" | regex patterns |
|
||||
|
||||
## Known Limitations
|
||||
|
||||
- **Long receipts**: Very long receipts (e.g., pharmacy receipts with many items) may have extraction errors in the middle section
|
||||
- **Multi-page receipts**: Rare but possible; currently only processes first page
|
||||
- **Thermal printer fading**: Faded thermal receipts may have OCR errors leading to missed items
|
||||
- **Handwritten receipts**: Items added by hand may not be extracted
|
||||
- **Non-itemized receipts**: Some receipts show only the total (e.g., fast food); item array will be empty
|
||||
- **Coupons and discounts**: Discounts may appear as negative items or be missed entirely
|
||||
- **Non-standard layouts**: Receipts with non-columnar layouts (e.g., handwritten, formatted invoices) may not extract items correctly
|
||||
- **Non-ASCII characters**: Receipts with non-Latin scripts may have encoding issues
|
||||
- **Receipts with multiple transactions**: Combined receipts (e.g., return + purchase) may confuse the extractor
|
||||
- **Thermal printer fade**: Faded or low-contrast thermal printouts may have missing text
|
||||
- **Multi-page receipts**: Uncommon, but some retailers print multiple pages; only the first page is analyzed
|
||||
- **Non-English receipts**: Pattern matching is primarily English-language focused
|
||||
- **Handwritten modifications**: Tips or adjustments written on the receipt are not detected
|
||||
- **Complex discounts**: Line-item discounts or coupons may not be attributed correctly
|
||||
- **Barcode-heavy layouts**: Some receipts have large barcode areas that interfere with text extraction
|
||||
- **Very narrow receipts**: Extremely narrow thermal printouts (< 2 inches) may have character recognition issues
|
||||
|
||||
## Sample Input
|
||||
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/`.
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (receipt samples: 01-08.pdf).
|
||||
|
||||
Receipt fixtures are typically single-page narrow documents with itemized lists.
|
||||
*See the classifier corpus for representative documents.*
|
||||
|
||||
## Configuration Tips
|
||||
|
||||
To override this profile for custom receipt formats:
|
||||
To override this profile:
|
||||
|
||||
```bash
|
||||
pdftract profiles export receipt > my-receipt.yaml
|
||||
# Edit my-receipt.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-receipt.yaml document.pdf
|
||||
pdftract profiles export receipt > my-profile.yaml
|
||||
# Edit my-profile.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-profile.yaml document.pdf
|
||||
```
|
||||
|
||||
Common customizations:
|
||||
- Add store-specific item patterns to `items.extraction.schema`
|
||||
- Adjust `payment_method.extraction.patterns` for additional payment types (e.g., "Apple Pay", "Samsung Pay")
|
||||
- For receipts with multiple transaction types, consider creating separate profiles
|
||||
|
||||
---
|
||||
|
||||
*This README documents the built-in `receipt` profile. See `docs/research/document-classification-and-zone-labeling.md` for classifier theory.*
|
||||
*This README was auto-generated from `profile.yaml`. Update the Match Criteria Summary and Known Limitations sections with profile-specific guidance.*
|
||||
|
|
|
|||
|
|
@ -4,60 +4,54 @@ Academic paper with title, authors, abstract, DOI, references
|
|||
|
||||
## Match Criteria Summary
|
||||
|
||||
Documents matching this profile typically contain:
|
||||
This profile matches academic papers, journal articles, and conference proceedings. Documents typically contain:
|
||||
|
||||
- **Strong text signals**: Words like "abstract", "introduction", "keywords:", "doi 10.", "references", "bibliography", "acknowledgments"
|
||||
- **Structural signals**: Two-column layout (common in academic papers), bibliography section at end
|
||||
- **Page count**: Usually 4-30 pages (academic papers have length constraints)
|
||||
- **Layout patterns**: Title centered at top, authors below, abstract early, numbered sections, references at end
|
||||
- **Section headings**: "Abstract", "Introduction", "Keywords:"
|
||||
- **Bibliography markers**: "References", "Bibliography", "Acknowledgments"
|
||||
- **Two-column layout**: Most academic papers use two-column formatting
|
||||
- **Metadata patterns**: DOI numbers (10.xxxx/...), copyright notices, journal names
|
||||
|
||||
The classifier looks for academic paper terminology combined with two-column layout. Papers with "abstract" AND "references" AND two-column layout match with highest confidence.
|
||||
Papers are typically 4-30 pages. The profile expects standard academic formatting with sections and citations.
|
||||
|
||||
## Extracted Fields
|
||||
|
||||
| Field | Type | Description | Example Value | Source Hint |
|
||||
|-------|------|-------------|----------------|-------------|
|
||||
| title | string | Paper title | "Machine Learning for Protein Folding" | First page, top, large font |
|
||||
| authors | array | Author names | `["J. Smith", "A. Jones", "et al."]` | First page, below title |
|
||||
| abstract | string | Abstract text | "We present a novel approach..." | After "abstract" heading |
|
||||
| doi | string | Digital Object Identifier | "10.1234/example.5678" | "doi:" pattern or URL |
|
||||
| journal | string | Journal name | "Nature" | "published in", "journal", or "proceedings" fields |
|
||||
| publication_date | date | Publication date | 2024-01-15 | "received", "accepted", "published", or copyright date |
|
||||
| references | array | Bibliographic references | `["[1] Smith et al..."]` | After "references" heading, numbered list |
|
||||
| title | string | Full title of the paper | "A Novel Approach to Machine Learning" | regex patterns, region: first_page_top |
|
||||
| authors | array | List of author names | ["Jane Doe", "John Smith"] | regex patterns, region: first_page_top_below_title |
|
||||
| abstract | string | Abstract paragraph text | "This paper presents a novel method..." | regex patterns, region: after_abstract_heading |
|
||||
| doi | string | Digital Object Identifier | "10.1234/example.2024.001" | regex patterns |
|
||||
| journal | string | Name of the journal or conference | "Journal of Computer Science" | regex patterns |
|
||||
| publication_date | date | Publication or copyright date | 2024-01-15 | regex patterns |
|
||||
| references | array | Bibliography entries | ["[1] Author et al., Title..."] | regex patterns, region: after_references_heading |
|
||||
|
||||
## Known Limitations
|
||||
|
||||
- **DOI location**: Only DOIs on the first page are extracted; DOIs in footnotes or headers may be missed
|
||||
- **Multi-page abstracts**: Abstracts spanning multiple columns or pages may be truncated
|
||||
- **Complex author lists**: Papers with dozens of authors (e.g., high-energy physics) may truncate or miss some authors
|
||||
- **Non-standard layouts**: Single-column journals or arXiv preprints may not match two-column heuristics
|
||||
- **References**: Only numbered reference formats ([1], [2]) are detected; author-year formats may be missed
|
||||
- **Supplementary materials**: Supplementary sections are not distinguished from main content
|
||||
- **Non-English papers**: Papers in languages other than English may not match pattern lists
|
||||
- **Hybrid layouts**: Papers with mixed one- and two-column sections may confuse the column-aware reading order
|
||||
- **Figure captions**: Captions are extracted as body text; no separate figure extraction is performed
|
||||
- **DOIs in footnotes**: Only first-page DOIs are picked up; DOIs in footnotes or first-page footers are not extracted
|
||||
- **Multi-page abstracts**: Abstract extraction stops at double newline or "Keywords"; multi-paragraph abstracts are truncated
|
||||
- **Complex author lists**: "et al." is captured literally; full author lists with affiliations are not parsed
|
||||
- **Reference parsing**: Only captures bracketed references ([1], [2]); numbered formats without brackets are missed
|
||||
- **Single-column papers**: Papers without two-column layout may still match but extraction quality is lower
|
||||
- **Non-English papers**: Pattern matching is optimized for English section headings
|
||||
- **Supplementary materials**: Attached supplementary data files are not analyzed
|
||||
- **ArXiv preprints**: Preprints without journal metadata may have incomplete extraction
|
||||
|
||||
## Sample Input
|
||||
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/scientific_paper/`.
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/scientific_paper/` (50+ representative papers).
|
||||
|
||||
The corpus includes 50 scientific paper documents covering various journals and layouts.
|
||||
*See the classifier corpus for representative documents.*
|
||||
|
||||
## Configuration Tips
|
||||
|
||||
To override this profile for custom scientific paper formats:
|
||||
To override this profile:
|
||||
|
||||
```bash
|
||||
pdftract profiles export scientific_paper > my-paper.yaml
|
||||
# Edit my-paper.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-paper.yaml document.pdf
|
||||
pdftract profiles export scientific_paper > my-profile.yaml
|
||||
# Edit my-profile.yaml to customize match criteria, fields, or extraction patterns
|
||||
pdftract extract --profile my-profile.yaml document.pdf
|
||||
```
|
||||
|
||||
Common customizations:
|
||||
- Add field-specific DOI patterns to `doi.extraction.patterns`
|
||||
- For author-year reference formats, update `references.extraction.patterns`
|
||||
- Adjust `reading_order` for single-column journals: change `column_aware` to `line_dominant`
|
||||
|
||||
---
|
||||
|
||||
*This README documents the built-in `scientific_paper` profile. See `docs/research/document-classification-and-zone-labeling.md` for classifier theory.*
|
||||
*This README was auto-generated from `profile.yaml`. Update the Match Criteria Summary and Known Limitations sections with profile-specific guidance.*
|
||||
|
|
|
|||
|
|
@ -17,24 +17,25 @@ This is a degenerate profile with minimal field extraction (title, presenter, da
|
|||
|
||||
| Field | Type | Description | Example Value | Source Hint |
|
||||
|-------|------|-------------|----------------|-------------|
|
||||
| date | date | Extracted from page text using pattern matching | 2024-01-15 | regex patterns, region: first_page_bottom |
|
||||
| presenter | string | Extracted from page text using pattern matching | "example value" | regex patterns, region: first_page_below_title |
|
||||
| slide_titles | array | Extracted from page text using pattern matching | [...] | regex patterns, region: top_left_or_centre, per-page |
|
||||
| title | string | Extracted from page text using pattern matching | "example value" | regex patterns, region: first_page_centre |
|
||||
| title | string | Presentation title from first slide | "Q4 2024 Business Review" | regex patterns, region: first_page_centre |
|
||||
| presenter | string | Presenter name from title slide | "Jane Smith" | regex patterns, region: first_page_below_title |
|
||||
| date | date | Presentation date | 2024-01-15 | regex patterns, region: first_page_bottom |
|
||||
| slide_titles | array | Title text from each slide | ["Overview", "Metrics", "Q&A"] | regex patterns, region: top_left_or_centre, per-page |
|
||||
|
||||
## Known Limitations
|
||||
|
||||
*This section documents known edge cases and failure modes. Contributions to improve extraction quality are welcome.*
|
||||
|
||||
- **Exporter variability**: Slide-deck PDFs vary enormously depending on the presentation software (PowerPoint, Keynote, Google Slides) and PDF exporter; extraction quality depends heavily on how text was converted to PDF
|
||||
- **Image-heavy slides**: Slides with minimal text (e.g., photo slides, diagrams) will not produce meaningful slide_titles
|
||||
- **Non-standard layouts**: Slides without clear title regions (e.g., all-center layouts, artistic templates) may not extract slide_titles correctly
|
||||
- **Presenter extraction**: Assumes the presenter name appears below the title on the first slide; alternative formats (e.g., title slide with no presenter) will miss this field
|
||||
- **Date parsing**: Date extraction from first-page footer may fail if the presentation date is in a non-standard format
|
||||
- **Handout formats**: PDF handouts with multiple slides per page are not supported
|
||||
- **Slide notes**: Speaker notes (if exported) are not extracted
|
||||
- **Non-English presentations**: Pattern matching is optimized for English presentation formats
|
||||
|
||||
## Sample Input
|
||||
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/profiles/slide_deck/`.
|
||||
Example fixtures demonstrating this profile are available in `tests/fixtures/classifier/misc/` (slide_deck samples: 24-30.pdf).
|
||||
|
||||
*See the classifier corpus for representative documents.*
|
||||
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue