EquipeBaie Invoice Automation
Project description
EquipeBaie_Freelance-project
Invoicing software that generates invoices and automatically syncs them to accounting tool.
EquipeBaie Invoice Automation (equipebaie-tools)
This project aims to build a Python software tool that:
- Detects new invoices (PDF) in a folder
- Parses invoices and extracts required fields (EquipeBaie requirements)
- Processes/validates the extracted data
- Generates Excel reports (
.xlsx) classified by month and by week
At the moment, the package contains the first module: PDF parser.
Current Status
Step 1 (implemented): PDF parsing module
Next steps: Excel generation + folder watcher (auto-detect new invoices) + pipeline orchestration
Project Structure (wheel-ready)
equipebaie_tools/ ├─ pyproject.toml ├─ README.md ├─ src/ │ └─ equipebaie_tools/ │ ├─ init.py │ ├─ parser.py │ └─ cli.py └─ tests/ └─ test_import.py
src/equipebaie_tools/is the installable Python packageparser.pyexposes the main function:extract_invoice_fields(pdf_path)
Requirements
- Python >= 3.9
pipup to date
Recommended: use a virtual environment.
Installation (Development / Editable)
## 1) Create a virtual environment
**Linux/macOS**
python -m venv .venv
source .venv/bin/activate
Windows (PowerShell)
python -m venv .venv
.\.venv\Scripts\Activate.ps1
## 2) Install the package in editable mode
pip install -U pip
pip install -e .
## Quickstart (Build, Install, Run)
1) Clone the repository
git clone https://github.com/Alamajdoub9/EquipeBaie_Freelance-project.git
cd EquipeBaie_Freelance-project
2) Create and activate a virtual environment
Linux/macOS
python3 -m venv .venv
source .venv/bin/activate
Windows (PowerShell)
python -m venv .venv
.\.venv\Scripts\Activate.ps1
3) Install build tools and project dependencies
python -m pip install --upgrade pip
python -m pip install build wheel setuptools
When you install the wheel (next steps), dependencies are installed automatically.
4) Build the wheel (.whl)
Run this command from the project root (where pyproject.toml exists):
python -m build -w
After a successful build, you should have a wheel in:
ls -lh dist/
5) Install the wheel
pip install --force-reinstall dist/*.whl
Solution immédiate (offline)
pip install --force-reinstall --no-deps dist/ebia-0.1.0-py3-none-any.whl
6) Run the CLI
Parse a PDF invoice and print extracted fields:
ebia --path facture.pdf
## Generate Excel (XLSX)
The CLI `ebia` can generate an Excel file from:
- a **single PDF invoice**, or
- a **folder** containing multiple PDF invoices (3 rows per invoice, appended one after another).
```bash
1) Single PDF → one Excel file
ebia --path "./invoices/facture.pdf" --out "./output/result.xlsx" --piece 0000 --document 00000
2) Folder of PDFs → one consolidated Excel file (auto-increment piece/document)
This mode reads all *.pdf files in the folder, parses each invoice, and appends 3 rows per invoice into the same Excel sheet.
ebia --path "./invoices" --out "./output/global.xlsx" --start-piece 1 --start-document 1
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