📄 PDF Extractor

A web application to extract transaction data from bank statement PDFs and export to Excel.

Features

• 📥 Import PDF — Upload bank statement PDFs (supports password-protected files)
• 👁️ Preview PDF — View the uploaded PDF inline before extracting
• 📊 Extract Data — Parse transactions into structured table format
• 📤 Export to Excel — Download extracted data as .xlsx file
• 🌙 Dark Mode — Toggle between light and dark themes

Supported Banks

Bank	Table Format	Status
HDFC Bank	Merged rows (multi-line narration)	✅ Supported
Kotak Mahindra	Standard row-per-transaction	✅ Supported
SBI	Standard row-per-transaction	🔧 Rules defined
ICICI	Standard row-per-transaction	🔧 Rules defined

Bank-specific parsing rules are maintained in backend/bank_rules.py

Architecture

graph TD
    A[📄 PDF File] --> B[Frontend - React + Vite + Nx]
    B -->|Upload + Password| C[Backend - Flask API]
    C --> D[PyMuPDF - Table Extraction]
    D --> E{Bank Detection}
    E -->|HDFC| F[Split Multi-line Rows]
    E -->|Kotak/SBI/ICICI| G[Standard Row Parser]
    F --> H[Group Narration Lines]
    H --> I[Transaction Objects]
    G --> I
    I --> J[JSON Response]
    J --> B
    B --> K[📊 DataTable Display]
    K -->|Export| L[📤 Excel Download]

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Application Flow

sequenceDiagram
    participant U as User
    participant FE as Frontend (React)
    participant BE as Backend (Flask)
    participant PDF as PyMuPDF

    U->>FE: Import PDF
    FE->>FE: Show file info

    U->>FE: Click "Extract Data"
    FE->>BE: POST /api/upload (file + password)
    BE->>PDF: Open & parse PDF
    PDF->>BE: Raw tables + text

    alt Password Protected
        BE->>FE: { password_required: true }
        FE->>U: Show password dialog
        U->>FE: Enter password
        FE->>BE: POST /api/upload (file + password)
    end

    BE->>BE: Detect bank format
    BE->>BE: Parse transactions
    BE->>FE: { success: true, data: [...] }
    FE->>U: Display DataTable

    U->>FE: Click "Export to Excel"
    FE->>BE: POST /api/export
    BE->>FE: .xlsx file blob
    FE->>U: Download file

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Project Structure

pdf-extractor/
├── backend/
│   ├── app.py              # Flask API server & parsing logic
│   ├── bank_rules.py       # Bank-specific parsing rules
│   └── requirements.txt    # Python dependencies
├── src/
│   ├── components/
│   │   ├── AppHeader.tsx    # Top bar with title & dark mode toggle
│   │   ├── ActionBar.tsx    # Import, Preview, Extract, Export buttons
│   │   ├── PdfPreview.tsx   # Inline PDF viewer
│   │   ├── TransactionTable.tsx # Paginated data table
│   │   ├── EmptyState.tsx   # "No PDF loaded" placeholder
│   │   └── PasswordDialog.tsx   # Password popup for protected PDFs
│   ├── App.tsx             # Main application orchestrator
│   ├── App.css             # Application styles
│   ├── theme.ts            # MUI theme configuration (light/dark)
│   ├── types.ts            # Shared TypeScript interfaces
│   ├── main.tsx            # React entry point
│   └── index.css           # Global styles & fonts
├── index.html              # HTML entry point
├── package.json            # Dependencies & Nx targets
├── tsconfig.json           # TypeScript configuration
├── vite.config.ts          # Vite build configuration
├── TEACH_ME.md             # Plain English guide to learn the project
├── PENDING_TASKS.md        # Upcoming features & tasks
└── README.md               # This file

Getting Started

Prerequisites

• Node.js (v18+) — Download
• Python 3.12 — Download

Installation

1. Install frontend dependencies:

   npm install

2. Install backend dependencies:

   pip install -r backend/requirements.txt

Running with Nx

All tasks are managed through Nx:

# Start the frontend dev server
npx nx dev

# Start the backend server
npx nx backend

# Build for production
npx nx build

# Preview production build
npx nx preview

Open http://localhost:5173 in your browser.

API Endpoints

Method	Endpoint	Description
POST	/api/upload	Upload PDF & extract transactions
POST	/api/export	Export transactions to Excel
POST	/api/debug	Raw PDF table/text debug data
GET	/api/preview	Serve decrypted PDF for preview

Tech Stack

Layer	Technology
Build System	Nx
Frontend	React 19, TypeScript, Vite, Material UI
Backend	Python 3.12, Flask
PDF Parsing	PyMuPDF (fitz)
Excel Export	openpyxl
HTTP Client	Axios

License

MIT