Document Processing Automaton

This repository contains a powerful tool for extracting data from PDF documents like invoices and purchase orders, and converting it into structured Excel files. It includes two main components: a modern web application and a Python-based desktop GUI application.

Features

Web Application (Recommended)

• Modern UI: A clean and intuitive user interface built with React and shadcn/ui.
• File Upload: Drag-and-drop or browse to upload multiple PDF files.
• AI-Powered Data Extraction: Uses Azure Form Recognizer to analyze documents and extract tabular data.
• PDF Processing: Automatically splits multi-page PDFs into individual pages for processing.
• Intelligent Error Handling: Includes robust retry logic and handles API rate limiting (429 errors) gracefully.
• Excel Export: Converts the extracted data into .xlsx files, which are downloaded automatically.
• Secure: API keys are handled securely on the client-side and are not exposed in the code.

Python Desktop Application

• Desktop GUI: A functional desktop application built with Python and PyQt5.
• Similar Core Functionality: Also uses Azure Form Recognizer to process PDFs and export data to Excel.
• Additional Features: Includes experimental or legacy features for pulling prices from external sheets and running VBA macros.
• Local File System: Works directly with local folders for input and output.

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Technologies Used

• Frontend (Web App):

  • Vite
  • React
  • TypeScript
  • Tailwind CSS
  • shadcn/ui
  • Azure AI SDK

• Backend (Python App):

  • Python
  • PyQt5
  • Pandas
  • PyPDF2
  • Azure AI SDK

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Setup & Usage

Web Application

This is the recommended way to use the tool.

1. Clone the repository:

git clone <YOUR_GIT_URL>
cd <YOUR_PROJECT_NAME>

2. Install dependencies:

npm install

3. Configure Environment Variables:

Create a file named .env in the root of the project and add your Azure Form Recognizer credentials:

VITE_AZURE_FORM_RECOGNIZER_ENDPOINT="<YOUR_AZURE_ENDPOINT>"
VITE_AZURE_FORM_RECOGNIZER_KEY="<YOUR_AZURE_API_KEY>"

4. Run the application:

npm run dev

The application will be available at http://localhost:5173 (or another port if 5173 is in use).

Python Desktop Application

This application is also available but may not be as up-to-date as the web version.

1. Install Python dependencies:

It is recommended to use a virtual environment.

# It's good practice to create a virtual environment
python -m venv venv
source venv/bin/activate  # On Windows, use `venv\Scripts\activate`

# Install required packages
pip install PyQt5 pandas PyPDF2 azure-ai-formrecognizer openpyxl

Note: A requirements.txt file is not provided, so the list above is based on the imports in the script.

2. Configure Environment Variables:

The Python script expects the following environment variables to be set:

• AZURE_API_KEY_PHH-INVOICES: Your Azure API key for invoice processing.
• AZURE_API_KEY_POS: Your Azure API key for purchase order processing.

You can set these in your operating system or use a library like python-dotenv.

3. Run the application:

python PDF_ProcV2.py

The application requires hardcoded file paths (e.g., D:/Work/) to be adjusted in the source code to match your system.