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pdftract/tests/fixtures/profiles/bank_statement/README.md
jedarden 895f1ce43d fix(bf-1avnz): remove .code field access on String diagnostics in serve.rs 
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
2026-06-01 04:14:05 -04:00

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Bank Statement Profile Test Fixtures

This directory contains test fixtures for the bank_statement profile extraction.

Profile Summary

The bank_statement profile extracts:

  • account_number: Account identifier (typically with asterisk notation like *1234)
  • statement_period: Date range for the statement (e.g., "January 1 - January 31, 2024")
  • opening_balance: Balance at statement start
  • closing_balance: Balance at statement end
  • transactions: Array of transaction records from the main transaction table

Match Criteria

The profile matches documents that:

  • Contain banking terminology ("statement", "transaction", "balance")
  • Have at least one table (for transaction listing)
  • Contain currency patterns ($X,XXX.XX format)
  • Page count between 1 and 10 pages

Extraction Behavior

  • Reading order: Line-dominant (bank statements flow left-to-right)
  • Table detection: Default (capture transaction tables accurately)
  • Readability threshold: 0.5 (tolerate moderate OCR noise)
  • Headers/footers: Excluded (page numbers, legal disclaimers filtered out)

Field Extraction Details

account_number

  • Pattern: Matches "account" followed by asterisk-partial numbers like *1234
  • Example: "Account *1234" → "*1234"

statement_period

  • Located near "Statement Period" or "Period" labels
  • Returns the full date range string

opening_balance

  • Located near "Opening Balance" or "Beginning Balance"
  • Regex captures decimal amounts like $4,250.00
  • Parsed as decimal (removes $ and commas)

closing_balance

  • Located near "Closing Balance", "Ending Balance", or "Current Balance"
  • Regex captures decimal amounts
  • Parsed as decimal

transactions

  • Extracted from the largest table on the page
  • Expected columns: date, description, amount, balance (all optional except date and description)
  • Falls back to empty array if no table found

Known Limitations

  • Transaction parsing assumes standard tabular layout; unusual formats may fail
  • Multi-statement consolidations (multiple accounts) prioritize the largest table
  • Negative numbers shown with parentheses or red text are treated as positive values (sign extraction is v2.0+)
  • Currency symbols other than $ may require profile updates

Fixture Coverage

  • checking_account.pdf: Standard personal checking account (monthly)
  • savings_account.pdf: Savings account with quarterly statement
  • business_account.pdf: Business checking with higher transaction volume
  • credit_card_statement.pdf: Credit card statement with payment/fee structure
  • investment_statement.pdf: Brokerage statement with dividend/transaction mix