Extract API¶

Odoo provides a service to automate the processing of documents of type invoices, expenses or resumes.

The service scans documents using an OCR engine and then uses AI-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.

This service is a paid service. Each document processing will cost you one credit. Credits can be bought on iap.odoo.com.

You can either use this service directly in the Accounting, Expense, or Recruitment App or through the API. The Extract API, which is detailed in the next section, allows you to integrate our service directly into your own projects.

Overview¶

The extract API uses the JSON-RPC2 protocol; its endpoint routes are located at https://extract.api.odoo.com.

Version¶

The version of the Extract API is specified in the route.

The latest versions are:

invoices: 122
expenses: 132
applicant: 102

Flow¶

The flow is the same for each document type.

Call /parse to submit your documents (one call for each document). On success, you receive a document_token in the response.
You then have to regularly poll /get_result to get the document’s parsing status.

Alternatively, you can provide a webhook_url at the time of the call to /parse and you will be notified (via a POST request) when the result is ready.

The HTTP POST method should be used for all of them. A python implementation of the full flow for invoices can be found here and a token for integration testing is provided in the integration testing section.

Parse¶

Request the processing of a document from the OCR. The route will return a document_token, you can use it to obtain the result of your request.

Routes¶

/api/extract/invoice/2/parse

/api/extract/expense/2/parse

/api/extract/applicant/2/parse

Request¶

jsonrpc (required)

see JSON-RPC2

method (required)

see JSON-RPC2

id (required)

see JSON-RPC2

params

account_token (required)

The token of the account from which credits will be taken. Each successful call costs one token.

version (required)

The version will determine the format of your requests and the format of the server response. You should use the latest version available.

documents (required)

The document must be provided as a string in the ASCII encoding. The list should contain only one string. If multiple strings are provided only the first string corresponding to a pdf will be processed. If no pdf is found, the first string will be processed. This field is a list only for legacy reasons. The supported extensions are pdf, png, jpg and bmp.

dbuuid (optional)

Unique identifier of the Odoo database.

webhook_url (optional)

A webhook URL can be provided. An empty POST request will be sent to webhook_url/document_token when the result is ready.

user_infos (optional)

Information concerning the person sending the document to the extract service. It can be the client or the supplier (depending on the perspective). This information is not required in order for the service to work but it greatly improves the quality of the result.

user_company_vat (optional): VAT number of the user.
user_company_name (optional): Name of the user’s company.
user_company_country_code (optional): Country code of the user. Format: ISO3166 alpha-2.
user_lang (optional): The user language. Format: language_code + _ + locale (e.g. fr_FR, en_US).
user_email (optional): The user email.
purchase_order_regex (optional): Regex for purchase order identification. Will default to Odoo PO format if not provided.
perspective (optional): Can be client or supplier. This field is useful for invoices only. client means that the user information provided are related to the client of the invoice. supplier means that it’s related to the supplier. If not provided, client will be used.

{
    "jsonrpc": "2.0",
    "method": "call",
    "params": {
        "account_token": string,
        "version": int,
        "documents": [string],
        "dbuuid": string,
        "webhook_url": string,
        "user_infos": {
            "user_company_vat": string,
            "user_company_name": string,
            "user_company_country_code": string,
            "user_lang": string,
            "user_email": string,
            "purchase_order_regex": string,
            "perspective": string,
        },
    },
    "id": string,
}

Notă

The user_infos parameter is optional but it greatly improves the quality of the result, especially for invoices. The more information you can provide, the better.

Response¶

jsonrpc

see JSON-RPC2

id

see JSON-RPC2

result

status: The code indicating the status of the request. See the table below.
status_msg: A string giving verbose details about the request status.
document_token: Only present if the request is successful.

status	status_msg
`success`	Success
`error_unsupported_version`	Unsupported version
`error_internal`	An error occurred
`error_no_credit`	You don’t have enough credit
`error_unsupported_format`	Unsupported file format
`error_maintenance`	Server is currently under maintenance, please try again later

{
    "jsonrpc": "2.0",
    "id": string,
    "result": {
        "status": string,
        "status_msg": string,
        "document_token": string,
    }
}

Notă

The API does not actually use the JSON-RPC error scheme. Instead the API has its own error scheme bundled inside a successful JSON-RPC result.

Get results¶

Routes¶

/api/extract/invoice/2/get_result

/api/extract/expense/2/get_result

/api/extract/applicant/2/get_result

Request¶

jsonrpc (required)

see JSON-RPC2

method (required)

see JSON-RPC2

id (required)

see JSON-RPC2

params

version (required): The version should match the version passed to the /parse request.
document_token (required): The document_token for which you want to get the current parsing status.
account_token (required): The token of the account that was used to submit the document.

{
    "jsonrpc": "2.0",
    "method": "call",
    "params": {
        "version": int,
        "document_token": int,
        "account_token": string,
    },
    "id": string,
}

Response¶

When getting the results from the parse, the detected field vary a lot depending on the type of document. Each response is a list of dictionaries, one for each document. The keys of the dictionary are the name of the field and the value is the value of the field.

jsonrpc

see JSON-RPC2

id

see JSON-RPC2

result

status

The code indicating the status of the request. See the table below.

status_msg

A string giving verbose details about the request status.

results

Only present if the request is successful.

full_text_annotation: Contains the unprocessed full result from the OCR for the document

status	status_msg
`success`	Success
`error_unsupported_version`	Unsupported version
`error_internal`	An error occurred
`error_maintenance`	Server is currently under maintenance, please try again later
`error_document_not_found`	The document could not be found
`error_unsupported_size`	The document has been rejected because it is too small
`error_no_page_count`	Unable to get page count of the PDF file
`error_pdf_conversion_to_images`	Couldn’t convert the PDF to images
`error_password_protected`	The PDF file is protected by a password
`error_too_many_pages`	The document contains too many pages

{
    "jsonrpc": "2.0",
    "id": string,
    "result": {
        "status": string,
        "status_msg": string,
        "results": [
            {
                "full_text_annotation": string,
                "feature_1_name": feature_1_result,
                "feature_2_name": feature_2_result,
                ...
            },
            ...
        ]
    }
}

Common fields¶

`feature_result`¶

Each field of interest we want to extract from the document such as the total or the due date are also called features. An exhaustive list of all the extracted features associated to a type of document can be found in the sections below.

For each feature, we return a list of candidates and we spotlight the candidate our model predicts to be the best fit for the feature.

selected_value (optional): The best candidate for this feature.
selected_values (optional): The best candidates for this feature.
candidates (optional): List of all the candidates for this feature ordered by decreasing confidence score.

"feature_name": {
    "selected_value": candidate_12,
    "candidates": [candidate_12, candidate_3, candidate_4, ...]
}

candidate¶

For each candidate we give its representation and position in the document. Candidates are sorted by decreasing order of suitability.

content: Representation of the candidate.
coords: [center_x, center_y, width, height, rotation_angle]. The position and dimensions are relative to the size of the page and are therefore between 0 and 1. The angle is a clockwise rotation measured in degrees.
page: Page of the original document on which the candidate is located (starts at 0).

"candidate": [
    {
        "content": string|float,
        "coords": [float, float, float, float, float],
        "page": int
    },
    ...
]

Invoices¶

Invoices are complex and can have a lot of different fields. The following table gives an exhaustive list of all the fields we can extract from an invoice.

Feature name	Specifities
`SWIFT_code`	`content` is a dictionary encoded as a string. It contains information about the detected SWIFT code (or BIC). Keys: `bic` detected BIC (string). `name` (optional) bank name (string). `country_code` ISO3166 alpha-2 country code of the bank (string). `city` (optional) city of the bank (string). `verified_bic` True if the BIC has been found in our DB (bool). Name and city are present only if verified_bic is true.
`iban`	`content` is a string
`aba`	`content` is a string
`VAT_Number`	`content` is a string Depending on the value of perspective in the user_infos, this will be the VAT number of the supplier or the client. If perspective is client, it’ll be the supplier’s VAT number. If it’s supplier, it’s the client’s VAT number.
`qr-bill`	`content` is a string
`payment_ref`	`content` is a string
`purchase_order`	`content` is a string Uses `selected_values` instead of `selected_value`
`country`	`content` is a string
`currency`	`content` is a string
`date`	`content` is a string Format : YYYY-MM-DD
`due_date`	Same as for `date`
`total_tax_amount`	`content` is a float
`invoice_id`	`content` is a string
`subtotal`	`content` is a float
`total`	`content` is a float
`supplier`	`content` is a string
`client`	`content` is a string
`email`	`content` is a string
`website`	`content` is a string

`feature_result` for the `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 feature_result structure.

"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
    },
    ...
]

Expense¶

The expenses are less complex than invoices. The following table gives an exhaustive list of all the fields we can extract from an expense report.

Feature name	Specifities
`description`	`content` is a string
`country`	`content` is a string
`date`	`content` is a string
`total`	`content` is a float
`currency`	`content` is a string

Applicant¶

This third type of document is meant for processing resumes. The following table gives an exhaustive list of all the fields we can extract from a resume.

Feature name	Specifities
`name`	`content` is a string
`email`	`content` is a string
`phone`	`content` is a string
`mobile`	`content` is a string

Integration Testing¶

You can test your integration by using integration_token as account_token in the /parse request.

Using this token put you in test mode and allows you to simulate the entire flow without really parsing a document and without being billed one credit for each successful document parsing.

The only technical differences in test mode is that the document you send is not parsed by the system and that the response you get from /get_result is a hard-coded one.

A python implementation of the full flow for invoices can be found here.

Edit on GitHub

Extract API¶

Overview¶

Version¶

Flow¶

Parse¶

Routes¶

Request¶

Response¶

Get results¶

Routes¶

Request¶

Response¶

Common fields¶

feature_result¶

candidate¶

Invoices¶

feature_result for the invoice_lines feature¶

Expense¶

Applicant¶

Integration Testing¶

`feature_result`¶

`feature_result` for the `invoice_lines` feature¶