Invoice OCR Ruby

The Ruby OCR SDK supports the Invoice API.

Using the sample below, we are going to illustrate how to extract the data that we want using the OCR SDK.
Invoice sample

Quick-Start

require 'mindee'

# Init a new client
mindee_client = Mindee::Client.new(api_key: 'my-api-key')

# Load a file from disk
input_source = mindee_client.source_from_path('/path/to/the/file.ext')

# Parse the file
result = mindee_client.parse(
  input_source,
  Mindee::Product::Invoice::InvoiceV4
)

# Print a full summary of the parsed data in RST format
puts result.document

# Print the document-level parsed data
# puts result.document.inference.prediction

Output (RST):

########
Document
########
:Mindee ID: 80f2328c-58a5-486a-9599-eb2d738680f0
:Filename: default_sample.jpg

Inference
#########
:Product: mindee/invoices v4.4
:Rotation applied: Yes

Prediction
==========
:Locale: en; en; CAD;
:Invoice Number: 14
:Reference Numbers: AD29094
:Purchase Date: 2018-09-25
:Due Date: 2018-09-25
:Total Net:
:Total Amount: 2608.20
:Total Tax: 193.20
:Taxes:
  +---------------+--------+----------+---------------+
  | Base          | Code   | Rate (%) | Amount        |
  +===============+========+==========+===============+
  |               |        | 8.00     | 193.20        |
  +---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier Name: TURNPIKE DESIGNS
:Supplier Company Registrations:
:Supplier Address: 156 University Ave, Toronto ON, Canada M5H 2H7
:Customer Name: JIRO DOI
:Customer Company Registrations:
:Customer Address: 1954 Bloor Street West Toronto, ON, M6P 3K9 Canada
:Document Type: INVOICE
:Line Items:
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Description                          | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit Price |
  +======================================+==============+==========+============+==============+==============+============+
  | Platinum web hosting package Down... |              | 1.00     |            |              | 65.00        | 65.00      |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | 2 page website design Includes ba... |              | 3.00     |            |              | 2100.00      | 2100.00    |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Mobile designs Includes responsiv... |              | 1.00     |            |              | 250.00       | 250.00     |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+

Page Predictions
================

Page 0
------
:Locale: en; en; CAD;
:Invoice Number: 14
:Reference Numbers: AD29094
:Purchase Date: 2018-09-25
:Due Date: 2018-09-25
:Total Net:
:Total Amount: 2608.20
:Total Tax: 193.20
:Taxes:
  +---------------+--------+----------+---------------+
  | Base          | Code   | Rate (%) | Amount        |
  +===============+========+==========+===============+
  |               |        | 8.00     | 193.20        |
  +---------------+--------+----------+---------------+
:Supplier Payment Details:
:Supplier Name: TURNPIKE DESIGNS
:Supplier Company Registrations:
:Supplier Address: 156 University Ave, Toronto ON, Canada M5H 2H7
:Customer Name: JIRO DOI
:Customer Company Registrations:
:Customer Address: 1954 Bloor Street West Toronto, ON, M6P 3K9 Canada
:Document Type: INVOICE
:Line Items:
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Description                          | Product code | Quantity | Tax Amount | Tax Rate (%) | Total Amount | Unit Price |
  +======================================+==============+==========+============+==============+==============+============+
  | Platinum web hosting package Down... |              | 1.00     |            |              | 65.00        | 65.00      |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | 2 page website design Includes ba... |              | 3.00     |            |              | 2100.00      | 2100.00    |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+
  | Mobile designs Includes responsiv... |              | 1.00     |            |              | 250.00       | 250.00     |
  +--------------------------------------+--------------+----------+------------+--------------+--------------+------------+

Field Types

Standard Fields

These fields are generic and used in several products.

Basic Field

Each prediction object contains a set of fields that inherit from the generic Field class.
A typical Field object will have the following attributes:

  • value (String, Float, Integer, Boolean): corresponds to the field value. Can be nil if no value was extracted.
  • confidence (Float, nil): the confidence score of the field prediction.
  • bounding_box (Mindee::Geometry::Quadrilateral, nil): contains exactly 4 relative vertices (points) coordinates of a right rectangle containing the field in the document.
  • polygon (Mindee::Geometry::Polygon, nil): contains the relative vertices coordinates (Point) of a polygon containing the field in the image.
  • page_id (Integer, nil): the ID of the page, is nil when at document-level.
  • reconstructed (Boolean): indicates whether an object was reconstructed (not extracted as the API gave it).

Aside from the previous attributes, all basic fields have access to a to_s method that can be used to print their value as a string.

Amount Field

The amount field AmountField only has one constraint: its value is a Float (or nil).

Classification Field

The classification field ClassificationField does not implement all the basic Field attributes. It only implements value, confidence and page_id.

Note: a classification field's value is always a String`.

Company Registration Field

Aside from the basic Field attributes, the company registration field CompanyRegistrationField also implements the following:

  • type (String): the type of company.

Date Field

Aside from the basic Field attributes, the date field DateField also implements the following:

  • date_object (Date): an accessible representation of the value as a JavaScript object.

Locale Field

The locale field LocaleField only implements the value, confidence and page_id base Field attributes, but it comes with its own:

  • language (String): ISO 639-1 language code (e.g.: en for English). Can be nil.
  • country (String): ISO 3166-1 alpha-2 or ISO 3166-1 alpha-3 code for countries (e.g.: GRB or GB for "Great Britain"). Can be nil.
  • currency (String): ISO 4217 code for currencies (e.g.: USD for "US Dollars"). Can be nil.

Payment Details Field

Aside from the basic Field attributes, the payment details field PaymentDetailsField also implements the following:

  • account_number (String): number of an account, expressed as a string. Can be nil.
  • iban (String): International Bank Account Number. Can be nil.
  • routing_number (String): routing number of an account. Can be nil.
  • swift (String): the account holder's bank's SWIFT Business Identifier Code (BIC). Can be nil.

String Field

The text field StringField only has one constraint: it's value is a String (or nil).

Taxes Field

Tax

Aside from the basic Field attributes, the tax field TaxField also implements the following:

  • rate (Float): the tax rate applied to an item can be expressed as a percentage. Can be nil.
  • code (String): tax code (or equivalent, depending on the origin of the document). Can be nil.
  • base (Float): base amount used for the tax. Can be nil.

Note: currently TaxField is not used on its own, and is accessed through a parent Taxes object, an array-like structure.

Taxes (Array)

The Taxes field represents an array-like collection of TaxField objects. As it is the representation of several objects, it has access to a custom to_s method that can render a TaxField object as a table line.

Specific Fields

Fields which are specific to this product; they are not used in any other product.

Line Items Field

List of line item details.

A InvoiceV4LineItem implements the following attributes:

  • description (String): The item description.
  • product_code (String): The product code referring to the item.
  • quantity (Float): The item quantity
  • tax_amount (Float): The item tax amount.
  • tax_rate (Float): The item tax rate in percentage.
  • total_amount (Float): The item total amount.
  • unit_price (Float): The item unit price.

Attributes

The following fields are extracted for Invoice V4:

Customer Address

customer_address (StringField): The address of the customer.

puts result.document.inference.prediction.customer_address.value

Customer Company Registrations

customer_company_registrations (Array<CompanyRegistrationField>): List of company registrations associated to the customer.

for customer_company_registrations_elem in result.document.inference.prediction.customer_company_registrations do
  puts customer_company_registrations_elem.value
end

Customer Name

customer_name (StringField): The name of the customer or client.

puts result.document.inference.prediction.customer_name.value

Purchase Date

date (DateField): The date the purchase was made.

puts result.document.inference.prediction.date.value

Document Type

document_type (ClassificationField): One of: 'INVOICE', 'CREDIT NOTE'.

puts result.document.inference.prediction.document_type.value

Due Date

due_date (DateField): The date on which the payment is due.

puts result.document.inference.prediction.due_date.value

Invoice Number

invoice_number (StringField): The invoice number or identifier.

puts result.document.inference.prediction.invoice_number.value

Line Items

line_items (Array<InvoiceV4LineItem>): List of line item details.

for line_items_elem in result.document.inference.prediction.line_items do
  puts line_items_elem.value
end

Locale

locale (LocaleField): The locale detected on the document.

puts result.document.inference.prediction.locale.value

Reference Numbers

reference_numbers (Array<StringField>): List of Reference numbers, including PO number.

for reference_numbers_elem in result.document.inference.prediction.reference_numbers do
  puts reference_numbers_elem.value
end

Supplier Address

supplier_address (StringField): The address of the supplier or merchant.

puts result.document.inference.prediction.supplier_address.value

Supplier Company Registrations

supplier_company_registrations (Array<CompanyRegistrationField>): List of company registrations associated to the supplier.

for supplier_company_registrations_elem in result.document.inference.prediction.supplier_company_registrations do
  puts supplier_company_registrations_elem.value
end

Supplier Name

supplier_name (StringField): The name of the supplier or merchant.

puts result.document.inference.prediction.supplier_name.value

Supplier Payment Details

supplier_payment_details (Array<PaymentDetailsField>): List of payment details associated to the supplier.

for supplier_payment_details_elem in result.document.inference.prediction.supplier_payment_details do
  puts supplier_payment_details_elem.value
    puts supplier_payment_details_elem.rate
    puts supplier_payment_details_elem.code
    puts supplier_payment_details_elem.basis
end

Taxes

taxes (Array<TaxField>): List of tax line details.

for taxes_elem in result.document.inference.prediction.taxes do
  puts taxes_elem.value
end

Total Amount

total_amount (AmountField): The total amount paid: includes taxes, tips, fees, and other charges.

puts result.document.inference.prediction.total_amount.value

Total Net

total_net (AmountField): The net amount paid: does not include taxes, fees, and discounts.

puts result.document.inference.prediction.total_net.value

Total Tax

total_tax (AmountField): The total tax: includes all the taxes paid for this invoice.

puts result.document.inference.prediction.total_tax.value

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