895f1ce43d
Fix two compilation errors at lines 584 and 658 where code was calling .code on &String diagnostics. Replaced d.code.to_string() with direct Vec<String> clone since diagnostics is already Vec<String>. Accepts criteria: - cargo check -p pdftract-cli emits no 'no field code' errors - serve.rs compiles cleanly
67 lines
2.6 KiB
Markdown
67 lines
2.6 KiB
Markdown
# Bank Statement Profile Test Fixtures
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This directory contains test fixtures for the bank_statement profile extraction.
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## Profile Summary
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The `bank_statement` profile extracts:
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- **account_number**: Account identifier (typically with asterisk notation like *1234)
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- **statement_period**: Date range for the statement (e.g., "January 1 - January 31, 2024")
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- **opening_balance**: Balance at statement start
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- **closing_balance**: Balance at statement end
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- **transactions**: Array of transaction records from the main transaction table
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## Match Criteria
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The profile matches documents that:
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- Contain banking terminology ("statement", "transaction", "balance")
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- Have at least one table (for transaction listing)
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- Contain currency patterns ($X,XXX.XX format)
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- Page count between 1 and 10 pages
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## Extraction Behavior
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- **Reading order**: Line-dominant (bank statements flow left-to-right)
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- **Table detection**: Default (capture transaction tables accurately)
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- **Readability threshold**: 0.5 (tolerate moderate OCR noise)
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- **Headers/footers**: Excluded (page numbers, legal disclaimers filtered out)
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## Field Extraction Details
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### account_number
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- Pattern: Matches "account" followed by asterisk-partial numbers like *1234
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- Example: "Account *1234" → "*1234"
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### statement_period
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- Located near "Statement Period" or "Period" labels
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- Returns the full date range string
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### opening_balance
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- Located near "Opening Balance" or "Beginning Balance"
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- Regex captures decimal amounts like $4,250.00
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- Parsed as decimal (removes $ and commas)
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### closing_balance
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- Located near "Closing Balance", "Ending Balance", or "Current Balance"
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- Regex captures decimal amounts
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- Parsed as decimal
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### transactions
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- Extracted from the largest table on the page
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- Expected columns: date, description, amount, balance (all optional except date and description)
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- Falls back to empty array if no table found
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## Known Limitations
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- Transaction parsing assumes standard tabular layout; unusual formats may fail
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- Multi-statement consolidations (multiple accounts) prioritize the largest table
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- Negative numbers shown with parentheses or red text are treated as positive values (sign extraction is v2.0+)
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- Currency symbols other than $ may require profile updates
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## Fixture Coverage
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- `checking_account.pdf`: Standard personal checking account (monthly)
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- `savings_account.pdf`: Savings account with quarterly statement
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- `business_account.pdf`: Business checking with higher transaction volume
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- `credit_card_statement.pdf`: Credit card statement with payment/fee structure
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- `investment_statement.pdf`: Brokerage statement with dividend/transaction mix
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