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PDF to Excel Batch Converter

  • Version: v1.10
  • Date: 10.17.2023 @ 10:00 PST
  • Developed for: C. Ryan of SW Firefighting Foam & Equipment, LLC

Overview

This Python script is designed to batch-convert PDF files to Excel spreadsheets. The code is well-structured and modular, with specific functionalities encapsulated in specialized functions. It was written specifically for the structued PDFs provided by SW Firefighting Foam & Equipment, LLC, but can be easily adapted for other PDFs.

Modules

filer.py

  • check_function: Checks if a file or directory exists. Can create directories.
  • dir_check: Wrapper around check_function for directories.
  • file_exists: Wrapper around check_function for files.
  • is_gui_available: Checks if a GUI environment is available.
  • path_to_module: Converts a file path to a Python module path.
  • select_folder: Opens a file dialog for folder selection or takes user input.

logger.py

  • check_function: Checks if a file or directory exists. Can create directories. (Duplicated from filer.py)
  • dir_check: Wrapper around check_function for directories. (Duplicated from filer.py)
  • fix_datetime: Formats datetime objects or timestamps.
  • format_log_date: Formats date for log files.
  • log: Writes log messages to a file.
  • now: Gets the current time in a formatted string.
  • today: Gets the current date in a formatted string.
  • zlog: Enhanced logging function with console output option.

process.py

  • batch_convert: Batch converts PDFs to Excel in a target directory.
  • clean_currency: Cleans currency strings.
  • find_and_parse_date: Finds and parses dates in text.
  • format_excel: Formats the generated Excel file.
  • get_years_to_search: Returns a list of years to search for in text.
  • map_text_to_excel_columns: Maps extracted text to Excel columns.
  • pdf_to_excel: Core function that manages the PDF to Excel conversion.
  • Various parse functions: Extract specific information from text.

Requirements

  • Python 3.8+
  • openpyxl
  • pdfplumber
  • pandas
  • tkinter (for GUI dialogs)
  • re (Regular expressions)
  • datetime
  • dateutil
  • dotenv (For environment variables)

Usage

  • Ensure all dependencies are installed. Run pip install -r requirements.txt to install all dependencies.
  • Run python \. from the root of the project where main.py is located.
  • If a GUI environment is available, a file dialog will open for folder selection. Otherwise, the user will be prompted to enter a folder path.
  • All processed PDFs will output as Excel files in a new 'processed' directory within the same directory as the PDFs.
  • Subdirectories PDF files will be converted to Excel files within the same subdirectory in a new 'processed' subdirectory.

Areas for Improvement

  • Exception Handling: Could be improved for more specific error messages.

Author Information