feat(fusion_accounting_ocr): pluggable OCR for vendor bills

Replaces Enterprise's account_invoice_extract with a Fusion-native pipeline:

Stage 1 (text extraction): Tesseract OCRs the bill attachment via
pytesseract + pdf2image. Pluggable OCRProvider adapter pattern allows
future Mindee / Google Document AI / Ollama-vision backends.

Stage 2 (field parsing): The fusion_accounting_ai LLMProvider reads the
raw OCR text and returns structured invoice fields (vendor, invoice
number, dates, amounts, line items) as JSON.

Draft invoice fields are auto-populated for empty-only fields (never
overwriting user-entered data). Vendor matching by name against
res.partner with supplier_rank > 0.

Adds:
- account.move.ocr_state (selection: not_requested/pending/processing/
  done/failed/manual)
- account.move.ocr_raw_text, ocr_extracted_data (Json), ocr_backend,
  ocr_confidence
- fusion.ocr.log (audit trail per OCR run)
- res.company.fusion_ocr_enabled / fusion_ocr_default_backend / auto_run
- /fusion/ocr/request_for_invoice JSON-RPC endpoint

Backend availability detected at runtime via OCRProvider.is_available()
classmethods. Tesseract 5.3.4 + pytesseract 0.3.13 + pdf2image 1.17.0
are installed in the container.

Tests: 13 (TesseractAdapter availability + image OCR; flow tests for
draft autofill, no-attachment guard, customer-invoice guard, ref-not-
overwritten; field parser empty/clean-json/markdown-fence/bad-JSON/
provider-exception). All pass on westin-v19 OrbStack VM.

Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-20 00:32:50 -04:00
parent a730942d24
commit 125f48377a
24 changed files with 952 additions and 0 deletions

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from . import test_tesseract_adapter
from . import test_invoice_ocr_flow
from . import test_field_parser

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from unittest.mock import MagicMock
from odoo.tests import tagged
from odoo.tests.common import TransactionCase
from odoo.addons.fusion_accounting_ocr.services.invoice_field_parser import (
parse_invoice_fields,
)
@tagged('post_install', '-at_install')
class TestFieldParser(TransactionCase):
def test_parser_handles_empty_text(self):
result = parse_invoice_fields(self.env, '')
self.assertIsNone(result['total'])
self.assertEqual(result['line_items'], [])
def test_parser_handles_no_provider_gracefully(self):
# Without an LLM provider configured, parse should return an empty
# result dict rather than crashing.
result = parse_invoice_fields(self.env, 'INVOICE 12345 Total $100')
self.assertIn('total', result)
self.assertIn('line_items', result)
self.assertIsInstance(result['line_items'], list)
def test_parser_consumes_clean_json(self):
provider = MagicMock()
provider.complete.return_value = {
'content': (
'{"vendor_name": "Acme Co", "invoice_number": "INV-1",'
' "invoice_date": "2026-04-20", "due_date": null,'
' "currency": "CAD", "subtotal": 90.0, "tax_total": 10.0,'
' "total": 100.0, "line_items": ['
'{"description": "Widget", "quantity": 1, "unit_price": 90.0,'
' "amount": 90.0}]}'
),
}
result = parse_invoice_fields(self.env, 'raw text', provider=provider)
self.assertEqual(result['vendor_name'], 'Acme Co')
self.assertEqual(result['invoice_number'], 'INV-1')
self.assertEqual(result['total'], 100.0)
self.assertEqual(len(result['line_items']), 1)
self.assertEqual(result['line_items'][0]['description'], 'Widget')
def test_parser_strips_markdown_fences(self):
provider = MagicMock()
provider.complete.return_value = {
'content': (
'```json\n'
'{"vendor_name": "Beta Ltd", "invoice_number": "B-2",'
' "invoice_date": null, "due_date": null, "currency": null,'
' "subtotal": null, "tax_total": null, "total": 5.5,'
' "line_items": []}\n'
'```'
),
}
result = parse_invoice_fields(self.env, 'raw text', provider=provider)
self.assertEqual(result['vendor_name'], 'Beta Ltd')
self.assertEqual(result['total'], 5.5)
def test_parser_returns_empty_on_invalid_json(self):
provider = MagicMock()
provider.complete.return_value = {'content': 'not json at all'}
result = parse_invoice_fields(self.env, 'raw text', provider=provider)
self.assertIsNone(result['total'])
self.assertEqual(result['line_items'], [])
def test_parser_returns_empty_on_provider_exception(self):
provider = MagicMock()
provider.complete.side_effect = RuntimeError('boom')
result = parse_invoice_fields(self.env, 'raw text', provider=provider)
self.assertIsNone(result['total'])
self.assertEqual(result['line_items'], [])

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import base64
import io
from unittest.mock import patch
from PIL import Image, ImageDraw
from odoo.exceptions import UserError
from odoo.tests import tagged
from odoo.tests.common import TransactionCase
@tagged('post_install', '-at_install')
class TestInvoiceOcrFlow(TransactionCase):
def setUp(self):
super().setUp()
self.partner = self.env['res.partner'].create({
'name': 'Test Vendor',
'supplier_rank': 1,
})
self.move = self.env['account.move'].create({
'move_type': 'in_invoice',
'partner_id': self.partner.id,
})
def test_ocr_state_default(self):
self.assertEqual(self.move.ocr_state, 'not_requested')
def test_action_request_ocr_no_attachment_raises(self):
with self.assertRaises(UserError):
self.move.action_request_ocr()
def test_action_request_ocr_with_image(self):
img = Image.new('RGB', (800, 120), color='white')
draw = ImageDraw.Draw(img)
try:
from PIL import ImageFont
font = ImageFont.truetype(
'/usr/share/fonts/truetype/dejavu/DejaVuSans-Bold.ttf', 36,
)
except Exception:
font = None
draw.text((20, 30), "TOTAL $50.00 INV-9999", fill='black', font=font)
buf = io.BytesIO()
img.save(buf, format='PNG')
self.env['ir.attachment'].create({
'name': 'test_invoice.png',
'datas': base64.b64encode(buf.getvalue()),
'res_model': 'account.move',
'res_id': self.move.id,
'mimetype': 'image/png',
})
# Mock the LLM call to avoid a real API roundtrip.
with patch(
'odoo.addons.fusion_accounting_ocr.models.account_move.parse_invoice_fields',
return_value={
'vendor_name': None,
'invoice_number': 'INV-9999',
'invoice_date': None,
'due_date': None,
'currency': None,
'subtotal': None,
'tax_total': None,
'total': 50.0,
'line_items': [],
},
):
self.move.action_request_ocr()
self.assertEqual(self.move.ocr_state, 'done')
self.assertEqual(self.move.ocr_backend, 'tesseract')
self.assertGreater(self.move.ocr_confidence, 0)
self.assertIsNotNone(self.move.ocr_extracted_data)
# Parsed invoice_number should land on the invoice's ref field.
self.assertEqual(self.move.ref, 'INV-9999')
# OCR log row was created.
self.assertEqual(len(self.move.ocr_log_ids), 1)
log = self.move.ocr_log_ids
self.assertEqual(log.backend, 'tesseract')
self.assertGreater(log.raw_text_length, 0)
def test_apply_does_not_overwrite_user_entered_ref(self):
self.move.ref = 'USER-SET-REF'
img = Image.new('RGB', (400, 80), color='white')
ImageDraw.Draw(img).text((10, 30), "INV-7777", fill='black')
buf = io.BytesIO()
img.save(buf, format='PNG')
self.env['ir.attachment'].create({
'name': 't.png',
'datas': base64.b64encode(buf.getvalue()),
'res_model': 'account.move',
'res_id': self.move.id,
'mimetype': 'image/png',
})
with patch(
'odoo.addons.fusion_accounting_ocr.models.account_move.parse_invoice_fields',
return_value={
'vendor_name': None, 'invoice_number': 'INV-7777',
'invoice_date': None, 'due_date': None, 'currency': None,
'subtotal': None, 'tax_total': None, 'total': None,
'line_items': [],
},
):
self.move.action_request_ocr()
# User-entered ref must not be overwritten.
self.assertEqual(self.move.ref, 'USER-SET-REF')
def test_only_vendor_bills_supported(self):
customer_invoice = self.env['account.move'].create({
'move_type': 'out_invoice',
'partner_id': self.partner.id,
})
with self.assertRaises(UserError):
customer_invoice.action_request_ocr()

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import io
from PIL import Image, ImageDraw
from odoo.tests import tagged
from odoo.tests.common import TransactionCase
from odoo.addons.fusion_accounting_ocr.services.ocr_providers.tesseract_adapter import (
TesseractAdapter,
)
@tagged('post_install', '-at_install')
class TestTesseractAdapter(TransactionCase):
def test_is_available(self):
# In our container tesseract + pytesseract + pdf2image are pre-installed.
self.assertTrue(TesseractAdapter.is_available())
def test_extract_simple_text_image(self):
# Generate a tiny PNG with the text "INVOICE 12345 Total $100".
# Use a slightly larger image and try to load a TTF font for
# tesseract reliability; fall back to default bitmap font otherwise.
img = Image.new('RGB', (800, 120), color='white')
draw = ImageDraw.Draw(img)
try:
from PIL import ImageFont
font = ImageFont.truetype(
'/usr/share/fonts/truetype/dejavu/DejaVuSans-Bold.ttf', 36,
)
except Exception:
font = None
draw.text((20, 30), "INVOICE 12345 Total $100", fill='black', font=font)
buf = io.BytesIO()
img.save(buf, format='PNG')
png_bytes = buf.getvalue()
adapter = TesseractAdapter()
result = adapter.extract(png_bytes, mimetype='image/png')
self.assertEqual(result.backend, 'tesseract')
self.assertEqual(result.error, '')
self.assertEqual(result.pages, 1)
self.assertGreater(len(result.raw_text), 0)
# Tesseract should pick up the digits at minimum.
self.assertIn('12345', result.raw_text.replace(' ', ''))