docket-idp 0.1.0__tar.gz

docket_idp-0.1.0/LICENSE

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docket_idp-0.1.0/NOTICE

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+docket
+Copyright 2026 Artem Kazakov Kozlov
+
+This product is licensed under the Apache License, Version 2.0 (see LICENSE).

docket_idp-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: docket-idp
+Version: 0.1.0
+Summary: Invoice and receipt data extraction with OCR and LLMs — validated JSON, source citations, human review, EU e-invoicing export
+Author: Artem Kazakov Kozlov
+License-Expression: Apache-2.0
+Project-URL: Homepage, https://github.com/KazKozDev/docket
+Project-URL: Documentation, https://github.com/KazKozDev/docket#readme
+Project-URL: Repository, https://github.com/KazKozDev/docket
+Project-URL: Issues, https://github.com/KazKozDev/docket/issues
+Project-URL: Changelog, https://github.com/KazKozDev/docket/blob/master/CHANGELOG.md
+Keywords: invoice,receipt,ocr,llm,document-ai,idp,e-invoicing,ubl,peppol,zugferd,factur-x,xrechnung,facturae
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3 :: Only
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business :: Financial :: Accounting
+Classifier: Topic :: Scientific/Engineering :: Image Recognition
+Classifier: Topic :: Text Processing
+Classifier: Typing :: Typed
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+License-File: LICENSE
+License-File: NOTICE
+Requires-Dist: pydantic>=2.6
+Requires-Dist: pdfplumber>=0.11
+Requires-Dist: pypdfium2>=4.20
+Requires-Dist: pytesseract>=0.3.10
+Requires-Dist: pillow>=10.0
+Requires-Dist: httpx>=0.27
+Requires-Dist: python-dotenv>=1.0
+Requires-Dist: scikit-learn>=1.4
+Requires-Dist: python-stdnum>=2.0
+Provides-Extra: api
+Requires-Dist: fastapi>=0.110; extra == "api"
+Requires-Dist: uvicorn>=0.29; extra == "api"
+Requires-Dist: python-multipart>=0.0.9; extra == "api"
+Provides-Extra: ui
+Requires-Dist: streamlit>=1.38; extra == "ui"
+Provides-Extra: tui
+Requires-Dist: rich>=13.7; extra == "tui"
+Provides-Extra: tracing
+Requires-Dist: langfuse>=2.0; extra == "tracing"
+Provides-Extra: all
+Requires-Dist: docket-idp[api,tracing,tui,ui]; extra == "all"
+Provides-Extra: eval
+Requires-Dist: datasets>=2.19; extra == "eval"
+Provides-Extra: dev
+Requires-Dist: docket-idp[api,eval,tui,ui]; extra == "dev"
+Requires-Dist: pytest>=8.0; extra == "dev"
+Requires-Dist: pymupdf>=1.24; extra == "dev"
+Requires-Dist: build>=1.2; extra == "dev"
+Requires-Dist: twine>=5.0; extra == "dev"
+Dynamic: license-file
+
+# docket — local document AI, invoice & receipt OCR parser with LLMs
+
+Turn scanned invoices, receipts, and contracts into structured, validated JSON using local OCR and vision-language models — and export them as EU e-invoices (XRechnung, ZUGFeRD / Factur-X, Peppol UBL, Facturae).
+
+Apache-2.0 licensed: use it in your own products, commercial or not. Embed it as a Python library, run it as an HTTP service, or call the CLI.
+
+<img width="1653" height="961" alt="demo" src="https://github.com/user-attachments/assets/86355d41-34a7-4201-9699-0fd62080c488" />
+
+Runs locally with Ollama or on any OpenAI-compatible API (Mistral, OpenAI, Azure, vLLM) · Pydantic schemas · Grounded citations · Zero hallucinations
+
+## Quick start: local invoice & receipt parsing
+
+You need Tesseract on PATH (`brew install tesseract`, `apt install
+tesseract-ocr`) and an LLM: either [Ollama](https://ollama.com) with a text
+and a vision model pulled, or an OpenAI-compatible API key (see
+[Configuration](#configuration)).
+
+```bash
+pip install docket-idp
+docket invoice.pdf
+```
+
+Classification, OCR extraction, and validation all run against whichever
+models your environment or `.env` names.
+
+```json
+{
+  "doc_type": "invoice",
+  "invoice_number": "FAC-2026-0042",
+  "issue_date": "2026-03-15",
+  "vendor_name": "Talleres Montjuïc S.A.",
+  "subtotal": 1234.56,
+  "tax_amount": 259.26,
+  "total_amount": 1493.82,
+  "currency": "EUR"
+}
+```
+
+The process exits non-zero when validation fails, so it drops into a shell
+pipeline as-is.
+
+## Use it in your application
+
+**As a Python library**
+
+```python
+from docket import Invoice, export_document, process
+
+result = process("invoice.pdf", enqueue_review=False)  # your app owns the review flow
+if result.is_valid and isinstance(result.document, Invoice):
+    print(result.document.vendor_name, result.document.total_amount)
+    xml = export_document(result.document, "xrechnung")
+else:
+    print(result.review_reasons, result.validation_issues)
+```
+
+`result.document` is the typed schema (`Invoice`, `Receipt`, `Contract`, …);
+`result.field_sources` says where on the page each value was read.
+
+**As an HTTP service (any language)**
+
+```bash
+docker run -p 8000:8000 -e DOCKET_API_KEY=secret ghcr.io/kazkozdev/docket
+# or: pip install "docket-idp[api]" && docket-api --port 8000
+curl -H "Authorization: Bearer secret" -F file=@invoice.pdf localhost:8000/process
+```
+
+The OpenAPI spec is in [`docs/openapi.json`](https://github.com/KazKozDev/docket/blob/master/docs/openapi.json) —
+generate a typed client for TypeScript, Java, C#, Go, etc. from it.
+
+**As a CLI**
+
+```bash
+docket invoice.pdf                       # JSON on stdout, exit code 2 if invalid
+docket invoice.pdf --export xrechnung    # e-invoice XML on stdout
+docket --list-formats
+```
+
+Runnable versions of all three, a TypeScript client, a Mistral-backed
+`docker-compose.yml` and an exporter plugin are in [`examples/`](https://github.com/KazKozDev/docket/blob/master/examples/).
+
+## EU e-invoicing and ERP export
+
+| Format | `--export` / `export_document(…)` name |
+|---|---|
+| XRechnung (CII) | `xrechnung` |
+| ZUGFeRD 2.2 / Factur-X, EN 16931 | `zugferd` |
+| UBL 2.1 / Peppol BIS Billing 3.0 | `ubl` |
+| Facturae 3.2.2 (Spain) | `facturae` |
+| SAP IDoc / journal CSV | `sap-idoc`, `sap-csv` |
+| Xero, QuickBooks | `xero-csv`, `xero-json`, `quickbooks-iif`, `quickbooks-json` |
+
+Need a format that isn't here? Register one in a few lines
+(`register_exporter("my-erp", func, accepts=(Invoice,))`), or ship it as its own
+pip package through the `docket.exporters` entry point — see
+[`examples/exporter_plugin`](https://github.com/KazKozDev/docket/blob/master/examples/exporter_plugin/).
+Always validate generated XML against your recipient's official validator
+(e.g. KoSIT for XRechnung) before going live.
+
+## Structured data extraction with Pydantic schemas
+
+Each document type has a strict Pydantic schema, and the model fills it under a JSON
+Schema contract rather than being asked nicely for JSON. A result that fails
+validation is sent back to the model with the error attached.
+
+```bash
+docket invoice.pdf
+python tui.py invoice.pdf        # same pipeline, live per-stage progress
+streamlit run app.py             # browser UI with a document preview
+```
+
+European and American number conventions are both parsed, so `1.234,56` and
+`1,234.56` read as the same amount. Keyword rules cover English and Spanish.
+
+### Commercial contracts & CLM analysis
+
+```bash
+docket eval/golden_dataset/contract_services.txt
+```
+
+```json
+{
+  "doc_type": "contract",
+  "contract_title": "SERVICES AGREEMENT",
+  "parties_a": ["Vertex Consulting LLC"],
+  "parties_b": ["Meridian Retail Inc."],
+  "effective_date": "2026-03-01",
+  "expiration_date": "2027-03-01",
+  "governing_law": "State of New York",
+  "payment_terms": "within 30 days of invoice",
+  "auto_renewal": false,
+  "key_obligations": [
+    "Party A shall deliver monthly infrastructure audits.",
+    "Party A shall provide a dedicated support engineer during business hours.",
+    "Party B shall pay Party A within 30 days of invoice."
+  ]
+}
+```
+
+Contracts undergo specialized legal validation: counterparty cross-checking (parties cannot contract with themselves), grounding checks (parties, governing law, payment terms, signatories, and liability caps must appear in the raw document), and automated risk assessment (unlimited liability, auto-renewal traps, notice and cure period bounds).
+
+## Human-in-the-loop (HITL) review queue for flagged documents
+
+Low classification confidence, a failed extraction or an error-severity
+validation issue routes the document to a review queue instead of a database.
+Each entry gets a stable id, a status, the preserved original, and an audit
+history of who changed what.
+
+```bash
+docket eval/golden_dataset/invoice_bad_total.txt
+```
+
+```
+doc_9479a6b321e02ab6de25  pending  invoice
+    validation error: total_amount — subtotal + tax + shipping - discount = 270.60,
+    total_amount says 500.00
+```
+
+That document prints `Amount Due: 500.00` while its own subtotal and tax add up
+to 270.60. Nothing silently reconciles it.
+
+Embedding docket in an app with its own review UI? Pass
+`process(..., enqueue_review=False)` (or set `DOCKET_REVIEW_QUEUE_ENABLED=false`)
+and act on `result.needs_review` / `result.review_reasons` yourself.
+
+## Document AI REST API with FastAPI and async worker
+
+```bash
+DOCKET_API_KEY=secret docket-api
+curl -H "Authorization: Bearer secret" -F file=@invoice.pdf localhost:8000/process
+```
+
+`POST /process` runs synchronously; `POST /jobs` queues and returns 202 with a
+job id for `GET /jobs/{id}`. `GET /review-queue` lists what is waiting for a
+person, and `/review-queue/{id}/original` returns the document that produced it.
+Interactive OpenAPI docs at `/docs`.
+
+## Pipeline architecture: hybrid OCR, classification, and validation
+
+Text comes from the cheapest source that works: a PDF text layer if there is
+one, Tesseract for scans, and a Vision-Language Model (VLM) only when OCR confidence is low or
+a cheap text model judges the scan unusable. Classification tries keyword rules,
+then a TF-IDF model, then an LLM — each tier runs only because the last was not
+confident. Extraction fills a Pydantic schema and cites, for every number, the
+verbatim line it was read from.
+
+Validation is completely deterministic and never calls a model: it
+checks arithmetic, date ranges, IBAN mod-97 (ISO 7064 across Europe & Brazil), VAT check digits (all 27 EU member states, UK, Switzerland, Norway), national tax IDs (US EIN, Canadian BN, Brazilian CNPJ/CPF), and asserts that each
+cited line exists and contains the number claimed. Detailed flow in [ARCHITECTURE.md](https://github.com/KazKozDev/docket/blob/master/docs/ARCHITECTURE.md).
+
+```
+document → text layer / OCR / VLM → classify → extract + cite → validate → JSON or review
+```
+
+## Configuration
+
+| Option | Default | What it does |
+|---|---|---|
+| `DOCKET_LLM_PROVIDER` | `ollama` | `ollama`, or `openai` for any OpenAI-compatible API |
+| `DOCKET_LLM_BASE_URL` | `https://api.openai.com/v1` | Endpoint when provider is `openai` (e.g. `https://api.mistral.ai/v1`) |
+| `DOCKET_LLM_API_KEY` | unset | API key when provider is `openai` |
+| `DOCKET_TEXT_MODEL` | `deepseek-v4.1-flash:cloud` | Model for classification and extraction |
+| `DOCKET_VISION_MODEL` | `deepseek-v4.1-flash:cloud` | Model for transcribing scans |
+| `OLLAMA_HOST` | `http://localhost:11434` | Where Ollama is listening |
+| `DOCKET_OCR_LANG` | `eng` | Tesseract languages, e.g. `eng+deu+fra+spa+ita` |
+| `DOCKET_ENABLE_THINKING` | `false` | Reasoning tokens; off is markedly faster for this task |
+| `DOCKET_MIN_CONFIDENCE` | `0.55` | Classification confidence below which a document goes to review |
+| `DOCKET_TFIDF_CONFIDENCE_FLOOR` | `0.65` | TF-IDF confidence needed to skip the LLM tier |
+| `DOCKET_OCR_QUALITY_CHECK` | `true` | Ask a cheap model whether a scan is usable before extracting |
+| `DOCKET_VISION_TIMEOUT_S` | `300` | Vision call timeout |
+| `DOCKET_MAX_FILE_BYTES` | `20971520` | Upload limit for the API |
+| `DOCKET_MAX_PDF_PAGES` | `100` | Page ceiling per document |
+| `DOCKET_API_KEY` | unset | Bearer token; the API refuses requests without it when set |
+| `DOCKET_REVIEW_QUEUE_ENABLED` | `true` | Write flagged documents to the file-based review queue |
+| `DOCKET_REVIEW_QUEUE` | `data/review_queue.jsonl` | Review journal path |
+
+Full list in [`src/docket/config.py`](https://github.com/KazKozDev/docket/blob/master/src/docket/config.py); `LANGFUSE_PUBLIC_KEY` and
+`LANGFUSE_SECRET_KEY` enable optional tracing.
+
+## Requirements
+
+- Python 3.10+
+- macOS or Linux
+- Tesseract OCR on PATH
+- An LLM: a running Ollama with one text and one vision model pulled, or an OpenAI-compatible API (Mistral La Plateforme keeps data in the EU)
+
+## Limitations
+
+- Four document types: invoice, receipt, contract, boarding pass.
+- Keyword rules and the TF-IDF corpus cover English and Spanish only.
+- The vision model has been observed altering digits to make a page reconcile — a printed `450.00` read three times out of three as `480.00`. No fix for that is in this repo.
+- Line items carry no source citations, so the cited-source check does not cover them.
+- The review queue is one file: durable on one node, not across hosts.
+- Windows is untested; CI runs Linux only. 3.6–9.5 s per document, more when a page needs the vision model.
+
+<details>
+<summary>Manual installation, Docker, development setup</summary>
+
+### Install options
+
+```bash
+pip install docket-idp            # library + CLI
+pip install "docket-idp[api]"     # + HTTP service (docket-api)
+pip install "docket-idp[all]"     # + Streamlit UI, terminal UI, Langfuse tracing
+```
+
+### From source
+
+```bash
+git clone https://github.com/KazKozDev/docket.git
+cd docket && python3 -m venv .venv && source .venv/bin/activate
+pip install -e ".[dev]"
+cp .env.example .env
+```
+
+On macOS, double-clicking `start.command` creates the venv, starts Ollama if
+needed, frees ports 8000/8501 and opens the UI.
+
+### Docker
+
+```bash
+docker run -p 8000:8000 -v docket-data:/app/data ghcr.io/kazkozdev/docket
+# or build it yourself: docker build -t docket .
+```
+
+The image ships Tesseract with the main EU language packs and talks to Ollama
+on the host by default; set the `DOCKET_LLM_*` variables to use a hosted API
+instead.
+
+### Development
+
+```bash
+pytest                                # none need a running LLM
+python eval/run_eval.py               # accuracy, P/R/F1, latency on the golden set
+python eval/benchmark_methods.py      # the rules vs TF-IDF vs LLM comparison
+```
+
+</details>
+
+---
+
+<div align="center">
+
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