feat: add parser for axis credit card (#130)

Author: npv12

frontend/components/custom/Modal/Accounts/AccountForm.tsx

@@ -80,6 +80,9 @@ export function AccountForm({
             </SelectTrigger>
             <SelectContent>
               <SelectItem value="axis">Axis Bank</SelectItem>
+              <SelectItem value="axis_credit">
+                Axis Bank (Credit Card)
+              </SelectItem>
               <SelectItem value="sbi">State Bank of India</SelectItem>
               <SelectItem value="hdfc">HDFC Bank</SelectItem>
               <SelectItem value="icici">ICICI Bank</SelectItem>

frontend/components/custom/Modal/Accounts/AddAccountModal.tsx

@@ -104,6 +104,9 @@ export function AddAccountModal({
                 </SelectTrigger>
                 <SelectContent>
                   <SelectItem value="axis">Axis Bank</SelectItem>
+                  <SelectItem value="axis_credit">
+                    Axis Bank (Credit Card)
+                  </SelectItem>
                   <SelectItem value="sbi">State Bank of India</SelectItem>
                   <SelectItem value="hdfc">HDFC Bank</SelectItem>
                   <SelectItem value="icici">ICICI Bank</SelectItem>

frontend/lib/models/account.ts

@@ -1,6 +1,7 @@
 export type BankType =
   | "investment"
   | "axis"
+  | "axis_credit"
   | "sbi"
   | "hdfc"
   | "icici"

server/internal/models/account.go

@@ -5,6 +5,7 @@ type BankType string
 const (
 	BankTypeInvestment  BankType = "investment"
 	BankTypeAxis        BankType = "axis"
+	BankTypeAxisCredit  BankType = "axis_credit"
 	BankTypeSBI         BankType = "sbi"
 	BankTypeHDFC        BankType = "hdfc"
 	BankTypeICICI       BankType = "icici"
@@ -19,15 +20,15 @@ const (
 
 type CreateAccountInput struct {
 	Name      string   `json:"name" binding:"required"`
-	BankType  BankType `json:"bank_type" binding:"required,oneof=investment axis sbi hdfc icici icici_credit others"`
+	BankType  BankType `json:"bank_type" binding:"required,oneof=investment axis axis_credit sbi hdfc icici icici_credit others"`
 	Currency  string   `json:"currency" binding:"required,oneof=inr usd"`
 	Balance   *float64 `json:"balance"`
 	CreatedBy int64    `json:"created_by" binding:"required"`
 }
 
 type UpdateAccountInput struct {
 	Name     string   `json:"name,omitempty"`
-	BankType BankType `json:"bank_type,omitempty" binding:"omitempty,oneof=investment axis sbi hdfc icici icici_credit others"`
+	BankType BankType `json:"bank_type,omitempty" binding:"omitempty,oneof=investment axis axis_credit sbi hdfc icici icici_credit others"`
 	Currency string   `json:"currency,omitempty" binding:"omitempty,oneof=inr usd"`
 	Balance  *float64 `json:"balance,omitempty"`
 }

server/internal/parser/axis_credit_parser.go

@@ -0,0 +1,261 @@
+package parser
+
+import (
+	"bytes"
+	"errors"
+	"fmt"
+	"math"
+	"regexp"
+	"strconv"
+	"strings"
+
+	"expenses/internal/models"
+	"expenses/pkg/logger"
+	"expenses/pkg/utils"
+
+	"github.com/xuri/excelize/v2"
+)
+
+// AxisCreditParser parses Axis credit card statements exported as XLSX
+type AxisCreditParser struct{}
+
+func (p *AxisCreditParser) Parse(fileBytes []byte, metadata string, fileName string, password string) ([]models.CreateTransactionInput, error) {
+	f, err := excelize.OpenReader(bytes.NewReader(fileBytes))
+	if err != nil {
+		return nil, fmt.Errorf("failed to open xlsx: %w", err)
+	}
+	defer func() {
+		_ = f.Close()
+	}()
+
+	for _, sheet := range f.GetSheetList() {
+		rows, err := f.GetRows(sheet)
+		if err != nil {
+			continue
+		}
+
+		headerIndex := -1
+		var dateIdx, descIdx, amountIdx, signIdx int
+		for i, row := range rows {
+			if len(row) == 0 {
+				continue
+			}
+			joined := strings.ToLower(strings.Join(row, " "))
+			if strings.Contains(joined, "date") && strings.Contains(joined, "amount") && (strings.Contains(joined, "debit") || strings.Contains(joined, "credit") || strings.Contains(joined, "debit/credit")) {
+				headerIndex = i
+				// determine column indexes
+				dateIdx, descIdx, amountIdx, signIdx = -1, -1, -1, -1
+				for idx, cell := range row {
+					lc := strings.ToLower(strings.TrimSpace(cell))
+					if dateIdx == -1 && strings.Contains(lc, "date") {
+						dateIdx = idx
+					}
+					if descIdx == -1 && (strings.Contains(lc, "transaction") || strings.Contains(lc, "transaction details") || strings.Contains(lc, "details")) {
+						descIdx = idx
+					}
+					if amountIdx == -1 && strings.Contains(lc, "amount") {
+						amountIdx = idx
+					}
+					if signIdx == -1 && (strings.Contains(lc, "debit") || strings.Contains(lc, "credit")) {
+						signIdx = idx
+					}
+				}
+				break
+			}
+		}
+
+		if headerIndex == -1 {
+			// try next sheet
+			continue
+		}
+
+		var transactions []models.CreateTransactionInput
+		for i := headerIndex + 1; i < len(rows); i++ {
+			row := rows[i]
+			// Skip empty rows
+			if len(row) == 0 {
+				continue
+			}
+
+			// Normalize cell slice to avoid index issues
+			for len(row) <= descIdx && len(row) < 5 {
+				row = append(row, "")
+			}
+
+			txn, err := p.parseTransactionRow(row, dateIdx, descIdx, amountIdx, signIdx)
+			if err != nil {
+				logger.Warnf("Failed to parse row %d in sheet %s: %v", i+1, sheet, err)
+				continue
+			}
+			if txn != nil {
+				transactions = append(transactions, *txn)
+			}
+		}
+
+		if len(transactions) > 0 {
+			return transactions, nil
+		}
+	}
+
+	return nil, errors.New("transaction header row not found in Axis credit statement")
+}
+
+func (p *AxisCreditParser) parseTransactionRow(row []string, dateIdx int, descIdx int, amountIdx int, signIdx int) (*models.CreateTransactionInput, error) {
+	// Validate indexes
+	if dateIdx < 0 || descIdx < 0 {
+		return nil, nil
+	}
+
+	get := func(idx int) string {
+		if idx >= 0 && idx < len(row) {
+			return strings.TrimSpace(row[idx])
+		}
+		return ""
+	}
+
+	dateStr := get(dateIdx)
+	if dateStr == "" || strings.EqualFold(dateStr, "date") {
+		return nil, nil
+	}
+
+	// Normalize two-digit year like 14 Nov '25 -> 14 Nov 2025
+	re := regexp.MustCompile(`'(?P<yy>\d{2})`)
+	dateStr = re.ReplaceAllString(dateStr, "20$1")
+
+	txnDate, err := utils.ParseDate(dateStr)
+	if err != nil {
+		// Not a valid transaction row
+		return nil, nil
+	}
+
+	desc := get(descIdx)
+	// If description is empty, try next available column
+	if desc == "" {
+		if len(row) > descIdx+1 {
+			desc = strings.TrimSpace(row[descIdx+1])
+		}
+	}
+
+	amountStr := get(amountIdx)
+	var inferredSign string
+	var amount float64
+	// If amount not found in configured column, try to find numeric cell after description
+	if amountStr == "" {
+		for j := descIdx + 1; j < len(row); j++ {
+			cell := strings.TrimSpace(row[j])
+			if cell == "" {
+				continue
+			}
+			if v, sgn, err := p.parseAmount(cell); err == nil {
+				amountStr = cell
+				inferredSign = sgn
+				amount = v
+				break
+			}
+		}
+	}
+
+	if amountStr == "" {
+		return nil, fmt.Errorf("amount not found for row: %v", row)
+	}
+
+	// Try parse amount from amountStr if not already parsed
+	if amount == 0 {
+		v, sgn, err := p.parseAmount(amountStr)
+		if err != nil {
+			return nil, fmt.Errorf("failed to parse amount '%s': %w", amountStr, err)
+		}
+		amount = v
+		if inferredSign == "" {
+			inferredSign = sgn
+		}
+	}
+
+	// sign handling: prefer explicit sign column; fall back to inferred sign
+	sign := strings.ToLower(get(signIdx))
+	if sign != "" {
+		if strings.Contains(sign, "debit") || strings.Contains(sign, "dr") {
+			amount = math.Abs(amount)
+		} else if strings.Contains(sign, "credit") || strings.Contains(sign, "cr") {
+			amount = -math.Abs(amount)
+		}
+	} else {
+		switch inferredSign {
+		case "debit":
+			amount = math.Abs(amount)
+		case "credit":
+			amount = -math.Abs(amount)
+		}
+	}
+
+	name := strings.TrimSpace(desc)
+	if len(name) > 40 {
+		name = name[:37] + "..."
+	}
+
+	txn := &models.CreateTransactionInput{
+		CreateBaseTransactionInput: models.CreateBaseTransactionInput{
+			Name:        name,
+			Description: desc,
+			Amount:      &amount,
+			Date:        txnDate,
+		},
+		CategoryIds: []int64{},
+	}
+	return txn, nil
+}
+
+// parseAmount cleans the raw amount cell and returns numeric value and inferred sign ("debit" or "credit") if detectable.
+func (p *AxisCreditParser) parseAmount(raw string) (float64, string, error) {
+	s := strings.TrimSpace(raw)
+	if s == "" {
+		return 0, "", fmt.Errorf("empty amount")
+	}
+
+	// Replace non-breaking spaces
+	s = strings.ReplaceAll(s, "\u00A0", " ")
+	lower := strings.ToLower(s)
+	inferred := ""
+
+	// Parentheses indicate negative amount (treat as credit/payment)
+	if strings.Contains(s, "(") && strings.Contains(s, ")") {
+		// don't make the numeric value negative here; infer sign as credit
+		inferred = "credit"
+	}
+
+	// Trailing CR/DR indicators
+	if strings.HasSuffix(strings.TrimSpace(lower), "cr") {
+		inferred = "credit"
+		s = strings.TrimSpace(s[:len(s)-2])
+	} else if strings.HasSuffix(strings.TrimSpace(lower), "dr") {
+		inferred = "debit"
+		s = strings.TrimSpace(s[:len(s)-2])
+	}
+	// Remove currency symbols and words
+	replacements := []string{"₹", "rs.", "rs", "inr"}
+	for _, r := range replacements {
+		s = strings.ReplaceAll(strings.ToLower(s), r, "")
+	}
+
+	// Remove commas, spaces and parentheses
+	s = strings.ReplaceAll(s, ",", "")
+	s = strings.ReplaceAll(s, " ", "")
+	s = strings.ReplaceAll(s, "(", "")
+	s = strings.ReplaceAll(s, ")", "")
+
+	if s == "" {
+		return 0, inferred, fmt.Errorf("empty amount after cleaning")
+	}
+
+	v, err := strconv.ParseFloat(s, 64)
+	if err != nil {
+		return 0, inferred, err
+	}
+
+	// If parentheses were present we already set inferred to credit; keep value positive
+	return v, inferred, nil
+}
+
+func init() {
+	RegisterParser(models.BankTypeAxisCredit, &AxisCreditParser{})
+}