[15.0][ADD] account_edi_simple_pdf

account_edi_simple_pdf/README.rst

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+=================
+Import Simple PDF
+=================
+
+.. 
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+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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+    :alt: Beta
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+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fedi-lightgray.png?logo=github
+    :target: https://github.com/OCA/edi/tree/15.0/account_edi_simple_pdf
+    :alt: OCA/edi
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+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends Odoo's vendor bill import mechanism with support for simple PDF invoices i.e. PDF invoice that don't have an embedded XML file.
+
+* Possibility to add support for a new vendor without developper skills: the accountant can do it!
+* Adding support for a new vendor is faster.
+* More tolerance on vendor invoice layout changes.
+* Easier to install.
+
+Ihis module uses the following design when importing a PDF vendor bill:
+
+1. raw text extraction of the PDF file,
+2. identify the partner using the VAT number (if the VAT number is present in the raw text extraction) or some keywords,
+3. use regular expressions (regex) to extract the data needed to create the vendor bill in Odoo (single line configuration).
+
+Under the hood, regular expressions are auto-generated from the configuration made by the user in Odoo. No need to be a regex expert! But you can still write regexes to extract some fields for some very specific needs.
+
+The module can extract the following fields:
+
+* Total Amount with taxes
+* Total Untaxed Amount
+* Total Tax Amount
+* Invoice Date
+* Due Date
+* Start Date
+* End Date
+* Invoice Number
+* Description (for that field, you have to write a regex)
+
+In this list, only 3 fields are required:
+
+* Invoice Date
+* 2 out of the 3 Amount fields (the 3rd can be deducted from the 2 others: Total Amount = Total Untaxed + Total Tax)
+
+To take advantage of the fields *Start Date* and *End Date*, you need the OCA module *account_invoice_start_end_dates* from the `account-closing <https://github.com/OCA/account-closing>`_ project.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+The most important technical component of this module is the tool that converts the PDF to text. Converting PDF to text is not an easy job. As outlined in this `blog post <https://dida.do/blog/how-to-extract-text-from-pdf>`_, different tools can give quite different results. The best results are usually achieved with tools based on a PDF viewer, which exclude pure-python tools. But pure-python tools are easier to install than tools based on a PDF viewer. It is important to understand that, if you change the PDF to text tool, you will certainly have a slightly different text output, which may oblige you to update the field extraction rule, which can be time-consuming if you have already configured many vendors.
+
+The module supports 5 different extraction methods:
+
+1. `PyMuPDF <https://github.com/pymupdf/PyMuPDF>`_ which is a Python binding for `MuPDF <https://mupdf.com/>`_, a lightweight PDF toolkit/viewer/renderer published under the AGPL licence by the company `Artifex Software <https://artifex.com/>`_.
+#. `pdftotext python library <https://pypi.org/project/pdftotext/>`_, which is a python binding for the pdftotext tool.
+#. `pdftotext command line tool <https://en.wikipedia.org/wiki/Pdftotext>`_, which is based on `poppler <https://poppler.freedesktop.org/>`_, a PDF rendering library used by `xpdf <https://www.xpdfreader.com/>`_ and `Evince <https://wiki.gnome.org/Apps/Evince/FrequentlyAskedQuestions>`_ (the PDF reader of `Gnome <https://www.gnome.org/>`_).
+#. `pypdf <https://github.com/py-pdf/pypdf/>`_, which is one of the most common PDF lib for Python. pypdf is a pure-python solution, so it's very easy to install on all OSes.
+
+PyMuPDF and pdftotext both give a very good text output. So far, I can't say which one is best. pypdf often gives lower-quality text output, but its advantage is that it is a pure-Python library, so you will always be able to install it whatever your technical environement is.
+
+You can choose one extraction method and only install the tools/libs for that method.
+
+Install PyMuPDF
+~~~~~~~~~~~~~~~
+
+Install it via pip:
+
+.. code::
+
+  pip3 install --upgrade pymupdf
+
+Beware that *PyMuPDF* is not a pure-python library: it uses MuPDF, which is written in C language. If a python wheel for your OS, CPU architecture and Python version is available on pypi (check the `list of PyMuPDF wheels <https://pypi.org/project/PyMuPDF/#files>`_ on pypi), it will install smoothly. Otherwize, the installation via pip will require MuPDF and all its development libs to compile the binding.
+
+Install pdftotext python lib
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To install **pdftotext python lib**, run:
+
+.. code::
+
+  sudo apt install build-essential libpoppler-cpp-dev pkg-config python3-dev
+
+and then install the lib via pip:
+
+.. code::
+
+  pip3 install --upgrade pdftotext
+
+On OSes other than Debian/Ubuntu, follow the instructions on the `project page <https://github.com/jalan/pdftotext>`_.
+
+Install pdftotext command line
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To install **pdftotext command line**, run:
+
+.. code::
+
+  sudo apt install poppler-utils
+
+Install pypdf
+~~~~~~~~~~~~~
+
+To install the **pypdf** python lib, run:
+
+.. code::
+
+  pip3 install --upgrade pypdf
+
+
+Other requirements
+~~~~~~~~~~~~~~~~~~
+
+This module also requires the following Python libraries:
+
+* `regex <https://pypi.org/project/regex/>`_ which is backward-compatible with the *re* module of the Python standard library, but has additional functionalities.
+* `dateparser <https://github.com/scrapinghub/dateparser>`_ which is a powerful date parsing library.
+
+The dateparser lib depends itself on regex. So you can install these Python libraries via pip with the following command:
+
+.. code::
+
+  pip3 install --upgrade dateparser
+
+The dateparser lib is not compatible with all regex lib versions. As of February 2024, the `version requirement <https://github.com/scrapinghub/dateparser/blob/master/setup.py#L36>`_ declared by dateparser for regex is **!=2019.02.19, !=2021.8.27**. So the latest version of dateparser is currenly compatible with the latest version of regex. To know the version of regex installed in your environment, run:
+
+
+.. code::
+
+  pip3 show regex
+
+Configuration
+=============
+
+By default, for the PDF to text conversion, the module tries the different methods in the order mentioned in the INSTALL section: it will first try to use **PyMuPDF**; if it fails (for example because the lib is not properly installed), then it will try to use the **pdftotext python lib**, if that one also fails, it will try to use **pdftotext command line** and, if it also fails, it will eventually try **pypdf**. If none of the 4 methods yields any text (if that then is parsable successfully is another matter), Odoo will display an error message.
+
+If you want to force Odoo to use a specific text extraction method, go to the menu *Configuration > Technical > Parameters > System Parameters* and create a new System Parameter:
+
+* *Key*: **invoice_import_simple_pdf.pdf2txt**
+* *Value*: select the proper value for the method you want to use:
+
+  1. pymupdf
+  #. pdftotext.lib
+  #. pdftotext.cmd
+  #. pypdf
+
+In this configuration, Odoo will only use the selected text extraction method and, if it fails, it will display an error message.
+
+You will find a full demonstration about how to configure each Vendor and import the PDF invoices in this `screencast <https://www.youtube.com/watch?v=edsEuXVyEYE>`_.
+
+Usage
+=====
+
+- go to Invoicing -> Vendors -> Bills
+- press the button Upload and upload a PDF file. Now the PDF file will be processed by account_edi_simple_pdf
+
+In case your PDF file contains Factur-X data and you have Factur-X activated (by the core module ``account_edi_facturx`` which is autoinstalled), that functionality will be executed instead.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/edi/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/edi/issues/new?body=module:%20account_edi_simple_pdf%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Akretion
+* Hunki Enterprises BV
+
+Contributors
+~~~~~~~~~~~~
+
+* Alexis de Lattre <alexis.delattre@akretion.com>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/edi <https://github.com/OCA/edi/tree/15.0/account_edi_simple_pdf>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_edi_simple_pdf/__init__.py

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+from . import models

account_edi_simple_pdf/__manifest__.py

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+# Copyright 2021 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Import Simple PDF",
+    "version": "15.0.4.0.0",
+    "category": "Accounting/Accounting",
+    "license": "AGPL-3",
+    "summary": "Import simple PDF vendor bills",
+    "author": "Akretion,Hunki Enterprises BV,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/edi",
+    "depends": ["account_edi"],
+    "external_dependencies": {
+        "python": [
+            "regex",
+            "dateparser",
+            "pypdf>=3.1.0",
+        ],
+        "deb": ["libmupdf-dev", "mupdf", "mupdf-tools", "poppler-utils"],
+    },
+    "data": [
+        "security/ir.model.access.csv",
+        "views/res_partner.xml",
+        "views/account_invoice_import_simple_pdf_fields.xml",
+        "views/account_invoice_import_simple_pdf_invoice_number.xml",
+    ],
+    "demo": ["demo/demo_data.xml"],
+    "installable": True,
+    "application": True,
+}

account_edi_simple_pdf/demo/demo_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+
+<record id="mobile_phone" model="product.product">
+    <field name="name">Mobile phone</field>
+    <field name="categ_id" ref="product.product_category_5" />
+    <field name="sale_ok" eval="False" />
+    <field name="purchase_ok" eval="True" />
+    <field name="type">service</field>
+</record>
+
+<record id="bouygues_telecom" model="res.partner">
+    <field name="name">Bouygues Telecom</field>
+    <field name="is_company" eval="True" />
+    <field name="supplier_rank">1</field>
+    <field name="street">37 rue Boissière</field>
+    <field name="zip">75116</field>
+    <field name="city">Paris</field>
+    <field name="country_id" ref="base.fr" />
+    <field name="website">http://www.bouyguestelecom.fr</field>
+    <field name="vat">FR74397480930</field>
+    <field name="simple_pdf_date_format">dd-mm-y4</field>
+    <field name="simple_pdf_date_separator">slash</field>
+    <field name="simple_pdf_currency_id" ref="base.EUR" />
+    <field name="simple_pdf_pages">first</field>
+    <field name="simple_pdf_decimal_separator">comma</field>
+    <field name="simple_pdf_thousand_separator">space</field>
+</record>
+
+<record id="inv_number1" model="account.invoice.import.simple.pdf.invoice.number">
+    <field name="partner_id" ref="bouygues_telecom" />
+    <field name="string_type">digit</field>
+    <field name="occurrence_min">14</field>
+    <field name="occurrence_max">14</field>
+</record>
+
+<record id="inv_amount_total" model="account.invoice.import.simple.pdf.fields">
+    <field name="partner_id" ref="bouygues_telecom" />
+    <field name="name">amount_total</field>
+    <field name="extract_rule">max</field>
+</record>
+
+<record id="inv_amount_untaxed" model="account.invoice.import.simple.pdf.fields">
+    <field name="partner_id" ref="bouygues_telecom" />
+    <field name="name">amount_untaxed</field>
+    <field name="extract_rule">first</field>
+    <field name="start">Montant de la facture soumis à TVA</field>
+</record>
+
+<record id="inv_date" model="account.invoice.import.simple.pdf.fields">
+    <field name="partner_id" ref="bouygues_telecom" />
+    <field name="name">date</field>
+    <field name="extract_rule">first</field>
+</record>
+
+<record id="inv_invoice_number" model="account.invoice.import.simple.pdf.fields">
+    <field name="partner_id" ref="bouygues_telecom" />
+    <field name="name">invoice_number</field>
+    <field name="extract_rule">first</field>
+</record>
+
+</odoo>