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[IMP] extract_api: Add bank statement documentation

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- Updated documentation to include details on the new bank statement
extraction via OCR.
- Removed mention of unsupported discount, product, and unit features
from invoice_lines feature.

Task-3895452

closes odoo/documentation#11392

X-original-commit: 8c93ff790e
Signed-off-by: Joris Makauskis (jmak) <jmak@odoo.com>
This commit is contained in:
Joris Makauskis 2024-11-07 14:45:26 +00:00
parent 66f3b28309
commit 0548b3fb4b
1 changed files with 51 additions and 23 deletions
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74
content/developer/reference/extract_api.rst
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@ -2,13 +2,13 @@
Extract API
===========
Odoo provides a service to automate the processing of documents of type **invoices**, **expenses**
or **resumes**.
Odoo provides a service to automate the processing of documents of type **invoices**, **bank statements**,
**expenses** or **resumes**.
The service scans documents using an :abbr:`OCR (Optical Character Recognition)` engine and then
uses :abbr:`AI(Artificial Intelligence)`-based algorithms to extract fields of interest such as the
total, due date, or invoice lines for *invoices*, the total, date for *expenses*,
or the name, email, phone number for *resumes*.
total, due date, or invoice lines for *invoices*, the initial and final balances, the date for
*bank statements*, the total, date for *expenses*, or the name, email, phone number for *resumes*.
This service is a paid service. Each document processing will cost you one credit.
Credits can be bought on `iap.odoo.com <https://iap.odoo.com/iap/in-app-services/259?sortby=date>`_.
@ -32,7 +32,8 @@ Version
The version of the Extract API is specified in the route.
The latest versions are:
- invoices: 122
- invoices: 123
- bank statements: 100
- expenses: 132
- applicant: 102
@ -67,6 +68,7 @@ Routes
------
- /api/extract/invoice/2/parse
- /api/extract/bank_statement/1/parse
- /api/extract/expense/2/parse
- /api/extract/applicant/2/parse
@ -213,6 +215,7 @@ Routes
------
- /api/extract/invoice/2/get_result
- /api/extract/bank_statement/1/get_result
- /api/extract/expense/2/get_result
- /api/extract/applicant/2/get_result
@ -382,7 +385,7 @@ Invoices are complex and can have a lot of different fields. The following table
list of all the fields we can extract from an invoice.
+-------------------------+------------------------------------------------------------------------+
| Feature name | Specifities |
| Feature name | Specificities |
+=========================+========================================================================+
| ``SWIFT_code`` | ``content`` is a dictionary encoded as a string. |
| | |
@ -453,31 +456,56 @@ list of all the fields we can extract from an invoice.
+-------------------------+------------------------------------------------------------------------+
``feature_result`` for the ``invoice_lines`` feature
****************************************************
``invoice_lines`` feature
*************************
It follows a more specific structure. It is basically a list of dictionaries where each dictionary
represents an invoice line. Each value follows a
:ref:`latestextract_api/get_result/feature_result` structure.
It is returned as a list of dictionaries where each dictionary represents an invoice line.
.. code-block:: js
"invoice_lines": [
{
"description": feature_result,
"discount": feature_result,
"product": feature_result,
"quantity": feature_result,
"subtotal": feature_result,
"total": feature_result,
"taxes": feature_result,
"total": feature_result,
"unit": feature_result,
"unit_price": feature_result
"description": string,
"quantity": float,
"subtotal": float,
"total": float,
"taxes": list[float],
"total": float,
"unit_price": float
},
...
]
Bank statements
~~~~~~~~~~~~~~~
The following table gives a list of all the fields that are extracted from bank statements.
+-------------------------+------------------------------------------------------------------------+
| Feature name | Specificities |
+=========================+========================================================================+
| ``balance_start`` | ``content`` is a float |
+-------------------------+------------------------------------------------------------------------+
| ``balance_end`` | ``content`` is a float |
+-------------------------+------------------------------------------------------------------------+
| ``date`` | ``content`` is a string |
+-------------------------+------------------------------------------------------------------------+
``bank_statement_lines`` feature
********************************
It is returned as a list of dictionaries where each dictionary represents a bank statement line.
.. code-block:: js
"bank_statement_lines": [
{
"amount": float,
"description": string,
"date": string,
},
...
]
Expense
~~~~~~~
@ -486,7 +514,7 @@ The expenses are less complex than invoices. The following table gives an exhaus
fields we can extract from an expense report.
+-------------------------+------------------------------------------------------------------------+
| Feature name | Specifities |
| Feature name | Specificities |
+=========================+========================================================================+
| ``description`` | ``content`` is a string |
+-------------------------+------------------------------------------------------------------------+
@ -506,7 +534,7 @@ This third type of document is meant for processing resumes. The following table
list of all the fields we can extract from a resume.
+-------------------------+------------------------------------------------------------------------+
| Feature name | Specifities |
| Feature name | Specificities |
+=========================+========================================================================+
| ``name`` | ``content`` is a string |
+-------------------------+------------------------------------------------------------------------+