890bd6245d
- Added an "Edit" button for templates in the templates list, redirecting to the template builder. - Enhanced loadPendingFiles function to filter files by vendor ID, displaying a message if no files are found. - Modified openTestModal to load vendor-specific files based on the selected template. - Updated Ollama model configuration for improved JSON extraction. - Refactored Ollama service to support different API formats based on model type. - Implemented lazy loading of templates in TemplateService for better performance. - Added VAT note extraction for invoice line items. - Updated Docker Compose configuration for Ollama model settings.
342 lines
14 KiB
Python
342 lines
14 KiB
Python
"""
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Supplier Invoice Template Service
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Simple template-based invoice field extraction (no AI)
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Inspired by OmniSync's invoice template system
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"""
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import re
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import logging
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from typing import Dict, List, Optional, Tuple
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from datetime import datetime
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from pathlib import Path
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from app.core.database import execute_query, execute_insert, execute_update
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logger = logging.getLogger(__name__)
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class TemplateService:
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"""Service for template-based invoice extraction"""
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def __init__(self):
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self.templates_cache = {}
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self._initialized = False
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def _ensure_loaded(self):
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"""Lazy load templates on first use"""
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if not self._initialized:
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logger.info("🔄 Lazy loading templates...")
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self._load_templates()
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self._initialized = True
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def _load_templates(self):
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"""Load all active templates into cache"""
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try:
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templates = execute_query(
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"""SELECT t.*, v.name as vendor_name, v.cvr_number as vendor_cvr
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FROM supplier_invoice_templates t
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LEFT JOIN vendors v ON t.vendor_id = v.id
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WHERE t.is_active = TRUE"""
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)
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if templates:
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for template in templates:
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self.templates_cache[template['template_id']] = template
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logger.info(f"📚 Loaded {len(self.templates_cache)} active templates")
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else:
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logger.warning("⚠️ No templates found")
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except Exception as e:
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logger.error(f"❌ Failed to load templates: {e}")
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def match_template(self, pdf_text: str) -> Tuple[Optional[int], float]:
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"""
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Find best matching template for PDF text
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Returns: (template_id, confidence_score)
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"""
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self._ensure_loaded() # Lazy load templates
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logger.info(f"🔍 Matching against {len(self.templates_cache)} templates")
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best_match = None
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best_score = 0.0
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pdf_text_lower = pdf_text.lower()
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for template_id, template in self.templates_cache.items():
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score = self._calculate_match_score(pdf_text_lower, template)
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logger.debug(f" Template {template_id} ({template['template_name']}): {score:.2f}")
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if score > best_score:
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best_score = score
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best_match = template_id
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if best_match:
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logger.info(f"✅ Matched template {best_match} ({self.templates_cache[best_match]['template_name']}) with {best_score:.0%} confidence")
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else:
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logger.info(f"⚠️ No template matched (best score: {best_score:.2f})")
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return best_match, best_score
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def _calculate_match_score(self, pdf_text: str, template: Dict) -> float:
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"""Calculate match score based on detection patterns"""
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score = 0.0
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patterns = template.get('detection_patterns', [])
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if not patterns:
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return 0.0
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for pattern_obj in patterns:
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pattern_type = pattern_obj.get('type')
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weight = pattern_obj.get('weight', 0.5)
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if pattern_type == 'text':
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# Simple text search
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pattern = pattern_obj.get('pattern', '').lower()
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if pattern in pdf_text:
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score += weight
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elif pattern_type == 'cvr':
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# CVR number match (exact)
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cvr = str(pattern_obj.get('value', ''))
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if cvr in pdf_text:
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score += weight # CVR match is strong signal
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elif pattern_type == 'regex':
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# Regex pattern match
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pattern = pattern_obj.get('pattern', '')
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if re.search(pattern, pdf_text, re.IGNORECASE):
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score += weight
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return min(score, 1.0) # Cap at 100%
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def extract_fields(self, pdf_text: str, template_id: int) -> Dict:
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"""Extract invoice fields using template's regex patterns"""
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self._ensure_loaded() # Lazy load templates
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template = self.templates_cache.get(template_id)
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if not template:
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logger.warning(f"⚠️ Template {template_id} not found in cache")
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return {}
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field_mappings = template.get('field_mappings', {})
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extracted = {}
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for field_name, field_config in field_mappings.items():
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pattern = field_config.get('pattern')
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group = field_config.get('group', 1)
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if not pattern:
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continue
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try:
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match = re.search(pattern, pdf_text, re.IGNORECASE | re.MULTILINE)
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if match and len(match.groups()) >= group:
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value = match.group(group).strip()
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extracted[field_name] = value
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logger.debug(f" ✓ {field_name}: {value}")
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except Exception as e:
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logger.warning(f" ✗ Failed to extract {field_name}: {e}")
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return extracted
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def extract_line_items(self, pdf_text: str, template_id: int) -> List[Dict]:
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"""Extract invoice line items using template's line patterns"""
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self._ensure_loaded() # Lazy load templates
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template = self.templates_cache.get(template_id)
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if not template:
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logger.warning(f"⚠️ Template {template_id} not found in cache")
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return []
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field_mappings = template.get('field_mappings', {})
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# Get line extraction config
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lines_start = field_mappings.get('lines_start', {}).get('pattern')
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lines_end = field_mappings.get('lines_end', {}).get('pattern')
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line_pattern = field_mappings.get('line_item', {}).get('pattern')
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line_fields = field_mappings.get('line_item', {}).get('fields', [])
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if not line_pattern:
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logger.debug("No line_item pattern configured")
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return []
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# Extract section between start and end markers
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text_section = pdf_text
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if lines_start:
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try:
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start_match = re.search(lines_start, pdf_text, re.IGNORECASE)
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if start_match:
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text_section = pdf_text[start_match.end():]
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logger.debug(f"Found lines_start, section starts at position {start_match.end()}")
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except Exception as e:
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logger.warning(f"Failed to find lines_start: {e}")
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if lines_end:
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try:
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end_match = re.search(lines_end, text_section, re.IGNORECASE)
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if end_match:
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text_section = text_section[:end_match.start()]
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logger.debug(f"Found lines_end, section ends at position {end_match.start()}")
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except Exception as e:
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logger.warning(f"Failed to find lines_end: {e}")
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# Try multiple extraction strategies
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lines = self._extract_with_pattern(text_section, line_pattern, line_fields)
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if not lines:
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# Fallback: Try smart extraction for common formats
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lines = self._smart_line_extraction(text_section, line_fields)
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logger.info(f"📦 Extracted {len(lines)} line items")
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return lines
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def _extract_with_pattern(self, text: str, pattern: str, field_names: List[str]) -> List[Dict]:
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"""Extract lines using regex pattern"""
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lines = []
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try:
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for match in re.finditer(pattern, text, re.MULTILINE):
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line_data = {
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'line_number': len(lines) + 1,
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'raw_text': match.group(0)
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}
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# Map captured groups to field names
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for idx, field_name in enumerate(field_names, start=1):
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if idx <= len(match.groups()):
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line_data[field_name] = match.group(idx).strip()
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lines.append(line_data)
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except Exception as e:
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logger.error(f"❌ Pattern extraction failed: {e}")
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return lines
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def _smart_line_extraction(self, text: str, field_names: List[str]) -> List[Dict]:
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"""
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Multi-line extraction for ALSO-style invoices.
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Format:
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100 48023976 REFURB LENOVO ThinkPad P15 G1 Grde A
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...metadata lines...
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1ST 3.708,27 3.708,27
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Combines data from description line + price line.
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"""
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lines_arr = text.split('\n')
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items = []
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i = 0
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while i < len(lines_arr):
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line = lines_arr[i].strip()
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# Find position + varenr + beskrivelse linje
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# Match: "100 48023976 REFURB LENOVO ThinkPad P15 G1 Grde A"
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item_match = re.match(r'^(\d{1,3})\s+(\d{6,})\s+(.+)', line)
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if item_match:
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position = item_match.group(1)
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item_number = item_match.group(2)
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description = item_match.group(3).strip()
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# Skip hvis det er en header
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if re.search(r'(Position|Varenr|Beskrivelse|Antal|Pris|Total)', line, re.IGNORECASE):
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i += 1
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continue
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# Find næste linje med antal+priser (inden for 10 linjer)
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quantity = None
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unit_price = None
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total_price = None
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vat_note = None # For "Omvendt betalingspligt" etc.
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for j in range(i+1, min(i+10, len(lines_arr))):
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price_line = lines_arr[j].strip()
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# Match: "1ST 3.708,27 3.708,27"
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price_match = re.match(r'^(\d+)\s*(?:ST|stk|pc|pcs)\s+([\d.,]+)\s+([\d.,]+)', price_line, re.IGNORECASE)
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if price_match:
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quantity = price_match.group(1)
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unit_price = price_match.group(2).replace(',', '.')
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total_price = price_match.group(3).replace(',', '.')
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# Check next 3 lines for VAT markers
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for k in range(j+1, min(j+4, len(lines_arr))):
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vat_line = lines_arr[k].strip().lower()
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if 'omvendt' in vat_line and 'betalingspligt' in vat_line:
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vat_note = "reverse_charge"
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logger.debug(f"⚠️ Found reverse charge marker for item {item_number}")
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elif 'copydan' in vat_line:
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vat_note = "copydan_included"
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break
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# Kun tilføj hvis vi fandt priser
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if quantity and unit_price:
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item_data = {
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'line_number': len(items) + 1,
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'position': position,
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'item_number': item_number,
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'description': description,
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'quantity': quantity,
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'unit_price': unit_price,
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'total_price': total_price,
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'raw_text': f"{line} ... {quantity}ST {unit_price} {total_price}"
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}
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# Add VAT note if found
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if vat_note:
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item_data['vat_note'] = vat_note
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items.append(item_data)
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logger.info(f"✅ Multi-line item: {item_number} - {description[:30]}... ({quantity}ST @ {unit_price}){' [REVERSE CHARGE]' if vat_note == 'reverse_charge' else ''}")
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i += 1
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if items:
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logger.info(f"📦 Multi-line extraction found {len(items)} items")
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else:
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logger.warning("⚠️ Multi-line extraction found no items")
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return items
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def log_usage(self, template_id: int, file_id: int, matched: bool,
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confidence: float, fields: Dict):
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"""Log template usage for statistics"""
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import json
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try:
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execute_insert(
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"""INSERT INTO template_usage_log
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(template_id, file_id, matched, confidence, fields_extracted)
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VALUES (%s, %s, %s, %s, %s)""",
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(template_id, file_id, matched, confidence, json.dumps(fields))
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)
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if matched:
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# Update template stats
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execute_update(
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"""UPDATE supplier_invoice_templates
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SET usage_count = usage_count + 1,
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success_count = success_count + 1,
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last_used_at = CURRENT_TIMESTAMP
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WHERE template_id = %s""",
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(template_id,)
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)
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except Exception as e:
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logger.error(f"❌ Failed to log template usage: {e}")
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def get_vendor_templates(self, vendor_id: int) -> List[Dict]:
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"""Get all templates for a vendor"""
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return execute_query(
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"""SELECT * FROM supplier_invoice_templates
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WHERE vendor_id = %s AND is_active = TRUE
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ORDER BY usage_count DESC""",
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(vendor_id,),
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fetchall=True
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)
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def reload_templates(self):
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"""Reload templates from database"""
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self.templates_cache = {}
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self._initialized = False
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self._ensure_loaded()
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# Global instance
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template_service = TemplateService()
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