# frappe_electronic_invoice_integration

**Repository Path**: jyinet/frappe_electronic_invoice_integration

## Basic Information

- **Project Name**: frappe_electronic_invoice_integration
- **Description**: No description available
- **Primary Language**: Unknown
- **License**: Not specified
- **Default Branch**: main
- **Homepage**: None
- **GVP Project**: No

## Statistics

- **Stars**: 0
- **Forks**: 1
- **Created**: 2026-03-25
- **Last Updated**: 2026-03-25

## Categories & Tags

**Categories**: Uncategorized

**Tags**: None

## README

# Electronic Invoice Integration for ERPNext

A comprehensive Frappe application that seamlessly integrates electronic invoices into ERPNext with AI-powered matching, automated processing, and intelligent vendor/item mapping capabilities.

## 🚀 Features

### Core Functionality
- **Multi-Standard Support**: Support for PEPPOL BIS 3.0/4.0, UBL 2.1, EN16931, XRechnung, Factur-X, SII, and custom formats
- **Intelligent Matching**: AI-powered vendor and item matching with confidence scoring
- **Automated Processing**: Configurable auto-processing with manual approval workflows
- **Bulk Operations**: Process multiple invoices simultaneously with bulk actions
- **Real-time Integration**: Scheduled fetching from configured electronic invoice endpoints

### User Interface
- **Interactive Preview Window**: Two-column layout for intuitive invoice matching
- **Vendor Management**: Match existing vendors or create new ones seamlessly
- **Item Mapping**: Advanced item matching with vendor item number mapping
- **UOM Handling**: Support for multiple units of measure with conversion
- **Price Management**: Intelligent price suggestion and auto-creation
- **Mobile Responsive**: Optimized for desktop and mobile interfaces

### Advanced Features
- **OCR Integration**: Support for scanned document processing
- **Custom Field Mapping**: Flexible mapping between electronic and ERPNext formats
- **Approval Workflows**: Configurable approval processes
- **Comprehensive Reporting**: Dashboard with processing statistics and trends
- **API Integration**: RESTful APIs for third-party integrations
- **Error Handling**: Robust error logging and recovery mechanisms

## 📋 Requirements

- ERPNext version 14.0 or higher
- Frappe Framework version 14.0 or higher
- Python 3.7+
- Internet connection for electronic invoice endpoints

## 🛠 Installation

### Method 1: Bench Installation

```bash
# Clone the repository
git clone https://github.com/minimax/electronic-invoice-integration.git
cd electronic-invoice-integration

# Install in your Frappe bench
bench --site [your-site] install-app electronic_invoice_integration

# Migrate the database
bench --site [your-site] migrate

# Clear cache
bench --site [your-site] clear-cache
```

### Method 2: Frappe Cloud Marketplace

1. Search for "Electronic Invoice Integration" in Frappe Cloud Marketplace
2. Install the app to your site
3. Configure your endpoints and start processing invoices

## ⚙️ Configuration

### 1. Electronic Invoice Endpoints

Navigate to **Setup > Electronic Invoice Endpoint Configuration** to configure your invoice sources:

#### Endpoint Settings
- **Endpoint Name**: Unique identifier for the endpoint
- **Endpoint URL**: URL of the electronic invoice API
- **Authentication Type**: API Key, OAuth 2.0, Basic Auth, or Certificate
- **Standard Type**: Choose from supported electronic invoice standards
- **Fetch Schedule**: Configure automatic fetching frequency

#### Field Mapping
Configure how electronic invoice fields map to ERPNext fields:

```json
{
  "source_field": "cbc:ID",
  "target_field": "Invoice Number",
  "data_type": "String",
  "required_field": true
}
```

### 2. Processing Configuration

- **Auto Process Invoices**: Enable automatic processing
- **Require Manual Approval**: Configure approval workflows
- **Default Price List**: Set default price list for new items
- **Default Warehouse**: Set default warehouse for new items

## 📖 Usage Guide

### Processing Electronic Invoices

1. **Automatic Fetching**: Invoices are automatically fetched based on your schedule
2. **Manual Upload**: Upload electronic invoice files directly
3. **API Integration**: Use APIs to send invoices from external systems

### Invoice Matching Interface

1. **Review Invoice**: Open the electronic invoice in the preview interface
2. **Vendor Matching**: 
   - Match to existing supplier or create new one
   - Review vendor details and VAT information
3. **Item Matching**:
   - Search and match items to existing ERPNext items
   - Create new items with suggested names and groups
   - Configure vendor item numbers and alternative UOMs
4. **Processing Options**:
   - Set auto-creation preferences for items and prices
   - Configure approval requirements
5. **Import**: Process the invoice to create Purchase Invoice

### Bulk Operations

- **Bulk Match**: Process multiple invoices simultaneously
- **Bulk Import**: Create purchase invoices for matched invoices
- **Export Data**: Export invoice data for external reporting

### Dashboard and Analytics

Access the dashboard for:
- Processing statistics by status
- Recent invoice activity
- Monthly processing trends
- Average processing time metrics

## 🔧 API Reference

### Electronic Invoice API

#### Get Invoice Data
```python
GET /api/resource/Electronic Invoice/[invoice_name]
```

#### Process Invoice Import
```python
POST /api/method/electronic_invoice_integration.api.process_invoice_import
{
  "invoice_name": "E-INV-2025-0001",
  "auto_create_items": true,
  "auto_create_prices": false,
  "require_approval": true
}
```

#### Search Suppliers
```python
POST /api/method/electronic_invoice_integration.api.search_suppliers
{
  "query": "Acme Corp"
}
```

#### Search Items
```python
POST /api/method/electronic_invoice_integration.api.search_items
{
  "query": "Office supplies"
}
```

### Scheduled Tasks

#### Fetch Electronic Invoices
```python
# Runs every 15 minutes by default
electronic_invoice_integration.tasks.fetch_electronic_invoices()
```

#### Daily Cleanup
```python
# Runs daily to clean up old processed invoices
electronic_invoice_integration.tasks.daily_invoice_cleanup()
```

## 🔐 Security

- All authentication credentials are encrypted and stored securely
- API endpoints support OAuth 2.0, API keys, and certificate authentication
- Input validation and sanitization on all user inputs
- Audit logging for all processing activities
- Role-based permissions for accessing invoice data

## 🎯 Supported Standards

### Electronic Invoice Standards
- **PEPPOL BIS 3.0**: European standard for electronic invoicing
- **PEPPOL BIS 4.0**: Next generation PEPPOL standard (coming 2025-2026)
- **UBL 2.1**: Universal Business Language standard
- **EN16931**: European electronic invoicing standard
- **XRechnung**: German electronic invoice standard
- **Factur-X**: French electronic invoice standard
- **SII**: Spanish electronic invoice system
- **Custom**: Support for custom XML/JSON formats

### Integration Capabilities
- REST API integration
- SOAP web services
- File-based import (XML, JSON, EDI)
- Email-based invoice submission
- PEPPOL network connectivity

## 🤝 Contributing

We welcome contributions! Please follow these steps:

1. Fork the repository
2. Create a feature branch: `git checkout -b feature/new-feature`
3. Commit your changes: `git commit -am 'Add new feature'`
4. Push to the branch: `git push origin feature/new-feature`
5. Submit a pull request

### Development Setup

```bash
# Clone the repository
git clone https://github.com/minimax/electronic-invoice-integration.git
cd electronic-invoice-integration

# Install development dependencies
pip install -r requirements.txt
pip install -r requirements-dev.txt

# Set up pre-commit hooks
pip install pre-commit
pre-commit install
```

### Code Style

- Follow PEP 8 for Python code
- Use Black for code formatting
- Add type hints where possible
- Write comprehensive docstrings
- Add unit tests for new features

## 📝 Changelog

### Version 1.0.0 (2025-10-29)
- Initial release
- Support for PEPPOL BIS 3.0, UBL 2.1, and custom formats
- AI-powered vendor and item matching
- Interactive preview interface
- Bulk processing capabilities
- Comprehensive dashboard and reporting
- API integration endpoints
- Scheduled task automation

## 🆘 Support

### Documentation
- [User Guide](./docs/user-guide.md)
- [Developer Documentation](./docs/developer-guide.md)
- [API Documentation](./docs/api-reference.md)
- [Troubleshooting Guide](./docs/troubleshooting.md)

### Getting Help

1. **Documentation**: Check the documentation for common issues
2. **GitHub Issues**: Report bugs or request features
3. **Community Forum**: Join the Frappe community discussions
4. **Commercial Support**: Contact MiniMax Agent for enterprise support

### Common Issues

#### Invoice Matching Not Working
- Check vendor and item master data
- Verify field mappings in endpoint configuration
- Review matching confidence thresholds

#### API Connection Issues
- Verify endpoint URL and authentication
- Check network connectivity and firewall settings
- Review API documentation for proper formatting

#### Processing Errors
- Check error logs in ERPNext
- Verify required fields are mapped correctly
- Review validation rules for electronic invoice format

## 📄 License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

## 🙏 Acknowledgments

- Frappe Framework team for the excellent platform
- PEPPOL Association for electronic invoice standards
- Open source community for various libraries and tools
- ERPNext community for feedback and contributions

## 🚀 Roadmap

### Version 1.1.0 (Planned)
- [ ] Advanced AI matching with machine learning
- [ ] Multi-language support
- [ ] Enhanced OCR capabilities
- [ ] Integration with more electronic invoice networks
- [ ] Mobile app for invoice processing

### Version 1.2.0 (Planned)
- [ ] Advanced workflow management
- [ ] Integration with accounting systems
- [ ] Real-time notifications and alerts
- [ ] Advanced reporting and analytics
- [ ] Compliance monitoring and reporting

---

**Built with ❤️ by MiniMax Agent**

For more information, visit our [documentation site](https://docs.minimax.com/electronic-invoice-integration) or contact us at support@minimax.com.