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tryton/modules/document_incoming_ocr_typless/document.py
Cédric Krier c662bea8ad Abstract the iteration for line items and vat taxes feedback for Typless
The generators can be extended for other type of result.

Closes #14781
2026-04-17 10:01:31 +02:00

409 lines
14 KiB
Python

# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
import base64
from decimal import Decimal
from functools import wraps
import requests
from trytond.i18n import gettext
from trytond.model import fields
from trytond.pool import Pool, PoolMeta
from trytond.pyson import Eval
from .exceptions import TyplessCredentialWarning, TyplessError
MIME_TYPES = {
'application/pdf',
'image/jpeg',
'image/png',
'image/tiff',
}
EXTRACT_DATA = 'https://developers.typless.com/api/extract-data'
ADD_DOCUMENT_FEEDBACK = (
'https://developers.typless.com/api/add-document-feedback')
SUPPLIER_INVOICE_FIELDS = [
'company_name',
'company_tax_identifier',
'supplier_name',
'tax_identifier',
'currency',
'number',
'description',
'invoice_date',
'payment_term_date',
'payment_reference',
'total_amount',
'untaxed_amount',
'tax_amount',
'purchase_orders',
]
SUPPLIER_INVOICE_FIELDS = [(x, x) for x in SUPPLIER_INVOICE_FIELDS]
SUPPLIER_INVOICE_LINE_ITEM_FIELDS = [
'product_name',
'description',
'unit',
'quantity',
'unit_price',
'amount',
'purchase_order',
]
SUPPLIER_INVOICE_LINE_ITEM_FIELDS = [
(x, x) for x in SUPPLIER_INVOICE_LINE_ITEM_FIELDS]
def typless_api(func):
@wraps(func)
def wrapper(*args, **kwargs):
try:
return func(*args, **kwargs)
except requests.HTTPError as e:
error_message = e.args[0]
raise TyplessError(
gettext('document_incoming_ocr_typless'
'.msg_typless_webserver_error',
message=error_message))
return wrapper
def get_best_value(fields, name):
for field in fields:
if field.get('name') == name:
break
else:
return
values = field.get('values', [])
values = sorted(
values, key=lambda v: v.get('confidence_score'), reverse=True)
if values:
return values[0].get('value')
class IncomingOCRService(metaclass=PoolMeta):
__name__ = 'document.incoming.ocr.service'
_states = {
'required': Eval('type') == 'typless',
'invisible': Eval('type') != 'typless',
}
typless_api_key = fields.Char(
"API Key", states=_states,
help="The standard token from Typless settings page.")
typless_document_type = fields.Char(
"Document Type", states=_states,
help="The name of the document type on Typless.")
typless_fields = fields.MultiSelection(
'get_typless_fields', "Fields",
translate=False,
states={
'invisible': _states['invisible'],
},
help="The metadata fields setup for this document type.")
typless_line_item_fields = fields.MultiSelection(
'get_typless_line_item_fields', "Line Item Fields",
translate=False,
states={
'invisible': _states['invisible'],
},
help="The line item fields setup for this document type.")
typless_vat_rates = fields.Boolean(
"VAT Rates",
states={
'invisible': _states['invisible'],
},
help="Check if the vat rate net plugin is activated "
"for this document type.")
@classmethod
def __setup__(cls):
super().__setup__()
cls.type.selection.append(('typless', "Typless"))
def get_typless_fields(self):
return [('document_type', 'document_type')]
def get_typless_line_item_fields(self):
return []
def match_mime_type(self, mime_type):
match = super().match_mime_type(mime_type)
if self.type == 'typless':
match = mime_type in MIME_TYPES
return match
@typless_api
def _process_typless(self, document):
payload = self._typless_extract_payload(document)
headers = {
'Accept': 'application/json',
'Content-Type': 'application/json',
'Authorization': self.typless_api_key,
}
response = requests.post(EXTRACT_DATA, json=payload, headers=headers)
response.raise_for_status()
return response.json()
def _typless_extract_payload(self, document):
return {
'file': base64.b64encode(document.data).decode('utf-8'),
'file_name': document.name,
'document_type_name': self.typless_document_type,
}
def _get_document_incoming_typless(self, document):
document_data = {}
if not document.parsed_data:
return document_data
fields = document.parsed_data.get('extracted_fields', [])
document_type = get_best_value(fields, 'document_type')
if document_type is not None:
document_data['document_type'] = document_type
return document_data
@typless_api
def _send_feedback_typless(self, document):
payload = self._typless_feedback_payload(document)
headers = {
'Accept': 'application/json',
'Content-Type': 'application/json',
'Authorization': self.typless_api_key,
}
response = requests.post(
ADD_DOCUMENT_FEEDBACK, json=payload, headers=headers)
response.raise_for_status()
def _typless_feedback_payload(self, document):
source = document.result
fields = document.ocr_service.typless_fields
learning_fields = []
getter = getattr(self, f'_typless_feedback_payload_{document.type}')
for name in fields:
value = getter(source, name)
learning_fields.append({
'name': name,
'value': value,
})
payload = {
'document_type_name': self.typless_document_type,
'document_object_id': document.parsed_data['object_id'],
'learning_fields': learning_fields,
}
line_items = document.ocr_service.typless_line_item_fields
if line_items:
lines = []
getter = getattr(
self, f'_typless_feedback_payload_line_items_{document.type}')
for line in self._typless_feedback_payload_line_items(source):
line_item = []
for name in line_items:
value = getter(line, name)
line_item.append({
'name': name,
'value': value,
})
lines.append(line_item)
payload['line_items'] = lines
if document.ocr_service.typless_vat_rates:
taxes = []
getter = getattr(
self, f'_typless_feedback_payload_vat_rates_{document.type}')
for tax_line in self._typless_feedback_payload_vat_rates(source):
percentage = getter(tax_line, 'vat_rate_percentage')
net = getter(tax_line, 'vat_rate_net')
if percentage and net:
taxes.append([{
'name': 'vat_rate_percentage',
'value': percentage,
}, {
'name': 'vat_rate_net',
'value': net,
}])
payload['vat_rates'] = taxes
return payload
def _typless_feedback_payload_document_incoming(self, document, name):
if name == 'document_type':
return document.type
def _typless_feedback_payload_line_items(self, record):
yield from []
def _typless_feedback_payload_line_items_document_incoming(
self, line, name):
pass
def _typless_feedback_payload_vat_rates(self, record):
yield from []
def _typless_feedback_payload_vat_rates_document_incoming(
self, tax_line, name):
pass
@classmethod
def check_modification(cls, mode, services, values=None, external=False):
pool = Pool()
Warning = pool.get('res.user.warning')
super().check_modification(
mode, services, values=values, external=external)
if mode == 'write' and external and 'typless_api_key' in values:
warning_name = Warning.format('typless_credential', services)
if Warning.check(warning_name):
raise TyplessCredentialWarning(
warning_name,
gettext('document_incoming_ocr_typless'
'.msg_typless_credential_modified'))
class IncomingOCRService_IncomingInvoice(metaclass=PoolMeta):
__name__ = 'document.incoming.ocr.service'
@fields.depends('document_type')
def get_typless_fields(self):
selection = super().get_typless_fields()
if self.document_type == 'supplier_invoice':
selection += SUPPLIER_INVOICE_FIELDS
return selection
@fields.depends('document_type')
def get_typless_line_item_fields(self):
selection = super().get_typless_line_item_fields()
if self.document_type == 'supplier_invoice':
selection += SUPPLIER_INVOICE_LINE_ITEM_FIELDS
return selection
def _get_supplier_invoice_typless(self, document):
invoice_data = {}
if not document.parsed_data:
return invoice_data
fields = document.parsed_data.get('extracted_fields', [])
for name in self.typless_fields:
value = get_best_value(fields, name)
if value is not None:
if name == 'total_amount':
value = Decimal(value)
invoice_data[name] = value
invoice_data['lines'] = lines = []
for parsed_line in document.parsed_data.get('line_items', []):
lines.append(self._get_supplier_invoice_typless_line(
parsed_line, invoice_data))
invoice_data['taxes'] = taxes = []
for parsed_tax in document.parsed_data.get('vat_rates', []):
taxes.append(self._get_supplier_invoice_typless_tax(
parsed_tax, invoice_data))
return invoice_data
def _get_supplier_invoice_typless_line(self, parsed_line, invoice_data):
line = {}
if 'purchase_orders' in invoice_data:
line['purchase_orders'] = invoice_data['purchase_orders']
for name in self.typless_line_item_fields:
value = get_best_value(parsed_line, name)
if value is not None:
if name in {'unit_price', 'amount'}:
value = Decimal(value)
elif name == 'quantity':
value = float(value)
line[name] = value
return line
def _get_supplier_invoice_typless_tax(sef, parsed_tax, invoice_data):
tax = {'type': 'percentage'}
percentage = get_best_value(parsed_tax, 'vat_rate_percentage')
if percentage is not None:
tax['rate'] = Decimal(percentage) / 100
net = get_best_value(parsed_tax, 'vat_rate_net')
if net is not None:
tax['base'] = Decimal(net)
return tax
def _typless_feedback_payload_supplier_invoice(self, invoice, name):
if name == 'company_name':
return invoice.company.party.name
elif name == 'company_tax_identifier':
if invoice.tax_identifier:
return invoice.tax_identifier.code
else:
return ''
elif name == 'supplier_name':
return invoice.party.name
elif name == 'tax_identifier':
if invoice.party_tax_identifier:
return invoice.party_tax_identifier.code
else:
return ''
elif name == 'currency':
return invoice.currency.code
elif name == 'number':
return invoice.reference
elif name == 'description':
return invoice.description
elif name == 'invoice_date':
return invoice.invoice_date.isoformat()
elif name == 'payment_term_date':
if invoice.payment_term_date:
return invoice.payment_term_date.isoformat()
else:
return ''
elif name == 'payment_reference':
return invoice.supplier_payment_reference
elif name == 'untaxed_amount':
return str(invoice.untaxed_amount)
elif name == 'tax_amount':
return str(invoice.tax_amount)
elif name == 'total_amount':
return str(invoice.total_amount)
elif name == 'purchase_orders':
return invoice.origins
def _typless_feedback_payload_line_items(self, record):
pool = Pool()
Invoice = pool.get('account.invoice')
yield from super()._typless_feedback_payload_line_items(record)
if isinstance(record, Invoice):
yield from record.line_lines
def _typless_feedback_payload_line_items_supplier_invoice(
self, line, name):
if name == 'product_name':
if line.product:
return line.product.name
else:
return ''
elif name == 'description':
return line.description
elif name == 'unit':
if line.unit:
return line.unit.name
else:
return ''
elif name == 'quantity':
return str(line.quantity)
elif name == 'unit_price':
return str(line.unit_price)
elif name == 'amount':
return str(line.amount)
elif name == 'purchase_order':
return line.origin_name
def _typless_feedback_payload_vat_rates(self, record):
pool = Pool()
Invoice = pool.get('account.invoice')
yield from super()._typless_feedback_payload_vat_rates(record)
if isinstance(record, Invoice):
yield from record.taxes
def _typless_feedback_payload_vat_rates_supplier_invoice(
self, tax_line, name):
if name == 'vat_rate_percentage':
if tax_line.tax and tax_line.tax.type == 'percentage':
return str(tax_line.tax.rate * 100)
else:
return ''
elif name == 'vat_rate_net':
return str(tax_line.base)