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use crate::error::ExtractorError;
use serde::{Deserialize, Serialize};
use std::collections::HashMap;
/// Configuration parameters for PDF table extraction.
///
/// This struct defines the extraction behaviors, coordinates for column boundaries,
/// vertical row clustering tolerance, trimming limits, and filters.
/// Usually constructed using [`ExtractionConfigBuilder`].
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct ExtractionConfig {
/// X-coordinate column dividers, sorted in ascending order (values between 0.0 and 1.0 relative to page width)
pub col_guides: Vec<f64>,
/// Column purpose mappings corresponding to the divided columns (length should be col_guides.len() + 1)
pub col_mappings: Vec<String>,
/// Vertical distance tolerance (in points/pixels) for grouping words on the same line
pub y_tolerance: f64,
/// Merge lines that only have description text into the preceding row's description
pub merge_multi_line: bool,
/// Number of rows to skip at the beginning of the first page (e.g. table headers)
pub skip_header_rows: usize,
/// Number of rows to skip at the bottom of each page (e.g. running footers)
pub skip_footer_rows: usize,
/// Filter out rows that do not have a recognizable date in the mapped 'date' column
pub filter_only_date: bool,
/// Filter out rows that do not have a numerical amount in any mapped 'amount', 'debit', or 'credit' columns
pub filter_only_amount: bool,
/// Page top trim factor (0.0 to 1.0) - contents above this relative Y coordinate are excluded
pub y_top_trim: f64,
/// Page bottom trim factor (0.0 to 1.0) - contents below this relative Y coordinate are excluded
pub y_bottom_trim: f64,
/// Manual cell content overrides keyed by page number -> Y-coordinate (formatted) -> column index -> new value
pub manual_edits: HashMap<String, HashMap<String, HashMap<String, String>>>,
/// Manual row deletions keyed by page number -> Y-coordinate (formatted) -> is_deleted
pub deleted_rows: HashMap<String, HashMap<String, bool>>,
/// Optional password to decrypt the PDF document
pub password: Option<String>,
/// Automatically categorize transactions into a Category column (default: false)
pub categorize: bool,
/// Optional start date filter (inclusive) in YYYY-MM-DD or DD-MM-YYYY format
pub from_date: Option<String>,
/// Optional end date filter (inclusive) in YYYY-MM-DD or DD-MM-YYYY format
pub to_date: Option<String>,
}
impl Default for ExtractionConfig {
fn default() -> Self {
Self {
col_guides: Vec::new(),
col_mappings: Vec::new(),
y_tolerance: 6.0,
merge_multi_line: true,
skip_header_rows: 0,
skip_footer_rows: 0,
filter_only_date: false,
filter_only_amount: false,
y_top_trim: 0.0,
y_bottom_trim: 1.0,
manual_edits: HashMap::new(),
deleted_rows: HashMap::new(),
password: None,
categorize: false,
from_date: None,
to_date: None,
}
}
}
impl ExtractionConfig {
/// Returns a new [`ExtractionConfigBuilder`] instance.
///
/// # Examples
/// ```
/// use vaultparser::ExtractionConfig;
///
/// let config = ExtractionConfig::builder()
/// .col_guides(vec![0.11, 0.42, 0.52, 0.62, 0.75, 0.88])
/// .col_mappings(vec![
/// "date".to_string(),
/// "description".to_string(),
/// "reference".to_string(),
/// "skip".to_string(),
/// "debit".to_string(),
/// "credit".to_string(),
/// "balance".to_string(),
/// ])
/// .y_tolerance(6.0)
/// .build()
/// .expect("valid configuration");
/// assert_eq!(config.col_mappings.len(), config.col_guides.len() + 1);
/// ```
pub fn builder() -> ExtractionConfigBuilder {
ExtractionConfigBuilder::new()
}
/// Validates the configuration parameters.
///
/// # Errors
/// Returns `ExtractorError::InvalidConfig` if column guides/mappings length or crop bounds are invalid.
pub fn validate(&self) -> Result<(), ExtractorError> {
if !self.col_guides.is_empty() && self.col_mappings.len() != self.col_guides.len() + 1 {
return Err(ExtractorError::InvalidConfig(format!(
"Column mappings length ({}) must be equal to column guides length ({}) + 1",
self.col_mappings.len(),
self.col_guides.len()
)));
}
if self.y_top_trim < 0.0 || self.y_top_trim > 1.0 {
return Err(ExtractorError::InvalidConfig(format!(
"y_top_trim must be between 0.0 and 1.0, found {}",
self.y_top_trim
)));
}
if self.y_bottom_trim < 0.0 || self.y_bottom_trim > 1.0 {
return Err(ExtractorError::InvalidConfig(format!(
"y_bottom_trim must be between 0.0 and 1.0, found {}",
self.y_bottom_trim
)));
}
if self.y_top_trim > self.y_bottom_trim {
return Err(ExtractorError::InvalidConfig(format!(
"y_top_trim ({}) cannot be greater than y_bottom_trim ({})",
self.y_top_trim, self.y_bottom_trim
)));
}
Ok(())
}
}
/// A builder helper for configuring and creating an [`ExtractionConfig`].
pub struct ExtractionConfigBuilder {
config: ExtractionConfig,
}
impl Default for ExtractionConfigBuilder {
fn default() -> Self {
Self::new()
}
}
impl ExtractionConfigBuilder {
/// Creates a new `ExtractionConfigBuilder` with default configurations.
pub fn new() -> Self {
Self {
config: ExtractionConfig::default(),
}
}
/// Sets the horizontal column division guides (0.0 to 1.0 relative to page width).
/// These guides are automatically sorted in ascending order.
pub fn col_guides(mut self, guides: Vec<f64>) -> Self {
self.config.col_guides = guides;
self.config
.col_guides
.sort_by(|a, b| a.partial_cmp(b).unwrap_or(std::cmp::Ordering::Equal));
self
}
/// Sets the column mapping labels corresponding to the divided columns.
/// The length of mappings must be equal to `col_guides.len() + 1`.
pub fn col_mappings(mut self, mappings: Vec<String>) -> Self {
self.config.col_mappings = mappings;
self
}
/// Sets the vertical distance tolerance (in points/pixels) for grouping words on the same row line.
pub fn y_tolerance(mut self, tolerance: f64) -> Self {
self.config.y_tolerance = tolerance;
self
}
/// Configures whether to merge description-only lines into the preceding transaction row's description.
pub fn merge_multi_line(mut self, merge: bool) -> Self {
self.config.merge_multi_line = merge;
self
}
/// Sets the number of rows to skip at the top of the first page (useful for skipping main statement headers).
pub fn skip_header_rows(mut self, count: usize) -> Self {
self.config.skip_header_rows = count;
self
}
/// Sets the number of rows to skip at the bottom of each page (useful for skipping page numbers and footers).
pub fn skip_footer_rows(mut self, count: usize) -> Self {
self.config.skip_footer_rows = count;
self
}
/// Configures whether to filter out rows that don't have a valid date in the mapped `date` column.
pub fn filter_only_date(mut self, filter: bool) -> Self {
self.config.filter_only_date = filter;
self
}
/// Configures whether to filter out rows that don't have an amount in any mapped `amount`, `debit`, or `credit` columns.
pub fn filter_only_amount(mut self, filter: bool) -> Self {
self.config.filter_only_amount = filter;
self
}
/// Sets the relative top margin for exclusion (0.0 to 1.0). Content above this is ignored.
pub fn y_top_trim(mut self, trim: f64) -> Self {
self.config.y_top_trim = trim;
self
}
/// Sets the relative bottom margin for exclusion (0.0 to 1.0). Content below this is ignored.
pub fn y_bottom_trim(mut self, trim: f64) -> Self {
self.config.y_bottom_trim = trim;
self
}
/// Applies manual cell content edits/overrides.
pub fn manual_edits(
mut self,
edits: HashMap<String, HashMap<String, HashMap<String, String>>>,
) -> Self {
self.config.manual_edits = edits;
self
}
/// Applies manual row deletions.
pub fn deleted_rows(mut self, deleted: HashMap<String, HashMap<String, bool>>) -> Self {
self.config.deleted_rows = deleted;
self
}
/// Sets the decryption password for the PDF document.
pub fn password(mut self, password: Option<String>) -> Self {
self.config.password = password;
self
}
/// Configures whether to automatically categorize transactions (default: false).
pub fn categorize(mut self, categorize: bool) -> Self {
self.config.categorize = categorize;
self
}
/// Sets the inclusive start date filter (e.g. "2023-01-01" or "01-01-2023").
pub fn from_date(mut self, from_date: Option<String>) -> Self {
self.config.from_date = from_date;
self
}
/// Sets the inclusive end date filter (e.g. "2023-12-31" or "31-12-2023").
pub fn to_date(mut self, to_date: Option<String>) -> Self {
self.config.to_date = to_date;
self
}
/// Builds and returns the configured [`ExtractionConfig`].
///
/// # Errors
/// Returns `ExtractorError::InvalidConfig` if the configuration is invalid.
///
/// # Examples
/// ```
/// use vaultparser::ExtractionConfig;
///
/// // Mappings must be exactly one more than guides.
/// let result = ExtractionConfig::builder()
/// .col_guides(vec![0.2, 0.5])
/// .col_mappings(vec!["date".to_string()])
/// .build();
/// assert!(result.is_err());
/// ```
pub fn build(self) -> Result<ExtractionConfig, ExtractorError> {
self.config.validate()?;
Ok(self.config)
}
}