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Feature: Allow tagging by putting barcode stickers on documents (#5580)
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pkrahmer
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@ -1173,6 +1173,55 @@ combination with PAPERLESS_CONSUMER_BARCODE_UPSCALE bigger than 1.0.
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Defaults to "300"
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#### [`PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=<bool>`](#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE) {#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE}
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: Enables the detection of barcodes in the scanned document and
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assigns or creates tags if a properly formatted barcode is detected.
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The barcode must match one of the (configurable) regular expressions.
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If the barcode text contains ',' (comma), it is split into multiple
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barcodes which are individually processed for tagging.
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Matching is case insensitive.
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Defaults to false.
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#### [`PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING=<json dict>`](#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING) {#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING}
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: Defines a dictionary of filter regex and substitute expressions.
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Syntax: {"<regex>": "<substitute>" [,...]]}
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A barcode is considered for tagging if the barcode text matches
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at least one of the provided <regex> pattern.
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If a match is found, the <substitute> rule is applied. This allows very
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versatile reformatting and mapping of barcode pattern to tag values.
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If a tag is not found it will be created.
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Defaults to:
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{"TAG:(.*)": "\\g<1>"} which defines
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- a regex TAG:(.*) which includes barcodes beginning with TAG:
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followed by any text that gets stored into match group #1 and
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- a substitute \\g<1> that replaces the original barcode text
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by the content in match group #1.
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Consequently, the tag is the barcode text without its TAG: prefix.
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More examples:
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{"ASN12.*": "JOHN", "ASN13.*": "SMITH"} for example maps
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- ASN12nnnn barcodes to the tag JOHN and
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- ASN13nnnn barcodes to the tag SMITH.
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{"T-J": "JOHN", "T-S": "SMITH", "T-D": "DOE"} directly maps
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- T-J barcodes to the tag JOHN,
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- T-S barcodes to the tag SMITH and
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- T-D barcodes to the tag DOE.
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Please refer to the Python regex documentation for more information.
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## Audit Trail
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#### [`PAPERLESS_AUDIT_LOG_ENABLED=<bool>`](#PAPERLESS_AUDIT_LOG_ENABLED) {#PAPERLESS_AUDIT_LOG_ENABLED}
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@ -68,6 +68,8 @@
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#PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT
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#PAPERLESS_CONSUMER_BARCODE_UPSCALE=0.0
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#PAPERLESS_CONSUMER_BARCODE_DPI=300
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#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=false
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#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING={"TAG:(.*)": "\\g<1>"}
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#PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=false
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#PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=double-sided
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#PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=false
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@ -14,6 +14,7 @@ from PIL import Image
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from documents.converters import convert_from_tiff_to_pdf
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from documents.data_models import ConsumableDocument
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from documents.models import Tag
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from documents.plugins.base import ConsumeTaskPlugin
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from documents.plugins.base import StopConsumeTaskError
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from documents.plugins.helpers import ProgressStatusOptions
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@ -65,7 +66,9 @@ class BarcodePlugin(ConsumeTaskPlugin):
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supported_mimes = {"application/pdf"}
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return (
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settings.CONSUMER_ENABLE_ASN_BARCODE or settings.CONSUMER_ENABLE_BARCODES
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settings.CONSUMER_ENABLE_ASN_BARCODE
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or settings.CONSUMER_ENABLE_BARCODES
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or settings.CONSUMER_ENABLE_TAG_BARCODE
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) and self.input_doc.mime_type in supported_mimes
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def setup(self):
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@ -90,6 +93,16 @@ class BarcodePlugin(ConsumeTaskPlugin):
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logger.info(f"Found ASN in barcode: {located_asn}")
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self.metadata.asn = located_asn
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# try reading tags from barcodes
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if settings.CONSUMER_ENABLE_TAG_BARCODE:
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tags = self.tags
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if tags is not None and len(tags) > 0:
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if self.metadata.tag_ids:
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self.metadata.tag_ids += tags
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else:
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self.metadata.tag_ids = tags
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logger.info(f"Found tags in barcode: {tags}")
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separator_pages = self.get_separation_pages()
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if not separator_pages:
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return "No pages to split on!"
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@ -279,6 +292,53 @@ class BarcodePlugin(ConsumeTaskPlugin):
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return asn
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@property
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def tags(self) -> Optional[list[int]]:
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"""
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Search the parsed barcodes for any tags.
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Returns the detected tag ids (or empty list)
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"""
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tags = []
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# Ensure the barcodes have been read
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self.detect()
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for x in self.barcodes:
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tag_texts = x.value
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for raw in tag_texts.split(","):
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try:
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tag = None
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for regex in settings.CONSUMER_TAG_BARCODE_MAPPING:
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if re.match(regex, raw, flags=re.IGNORECASE):
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sub = settings.CONSUMER_TAG_BARCODE_MAPPING[regex]
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tag = (
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re.sub(regex, sub, raw, flags=re.IGNORECASE)
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if sub
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else raw
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)
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break
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if tag:
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tag = Tag.objects.get_or_create(
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name__iexact=tag,
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defaults={"name": tag},
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)[0]
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logger.debug(
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f"Found Tag Barcode '{raw}', substituted "
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f"to '{tag}' and mapped to "
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f"tag #{tag.pk}.",
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)
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tags.append(tag.pk)
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except Exception as e:
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logger.error(
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f"Failed to find or create TAG '{raw}' because: {e}",
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)
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return tags
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def get_separation_pages(self) -> dict[int, bool]:
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"""
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Search the parsed barcodes for separators and returns a dict of page
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@ -14,6 +14,7 @@ from documents.barcodes import BarcodePlugin
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from documents.data_models import ConsumableDocument
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from documents.data_models import DocumentMetadataOverrides
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from documents.data_models import DocumentSource
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from documents.models import Tag
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from documents.tests.utils import DirectoriesMixin
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from documents.tests.utils import DocumentConsumeDelayMixin
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from documents.tests.utils import DummyProgressManager
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@ -741,3 +742,125 @@ class TestBarcodeZxing(TestBarcode):
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@override_settings(CONSUMER_BARCODE_SCANNER="ZXING")
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class TestAsnBarcodesZxing(TestAsnBarcode):
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pass
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class TestTagBarcode(DirectoriesMixin, SampleDirMixin, GetReaderPluginMixin, TestCase):
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@contextmanager
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def get_reader(self, filepath: Path) -> BarcodePlugin:
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reader = BarcodePlugin(
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ConsumableDocument(DocumentSource.ConsumeFolder, original_file=filepath),
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DocumentMetadataOverrides(),
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DummyProgressManager(filepath.name, None),
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self.dirs.scratch_dir,
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"task-id",
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)
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reader.setup()
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yield reader
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reader.cleanup()
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@override_settings(CONSUMER_ENABLE_TAG_BARCODE=True)
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def test_scan_file_without_matching_barcodes(self):
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"""
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GIVEN:
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- PDF containing tag barcodes but none with matching prefix (default "TAG:")
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WHEN:
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- File is scanned for barcodes
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THEN:
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- No TAG has been created
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"""
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test_file = self.BARCODE_SAMPLE_DIR / "barcode-39-asn-custom-prefix.pdf"
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with self.get_reader(test_file) as reader:
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reader.run()
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tags = reader.metadata.tag_ids
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self.assertEqual(tags, None)
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@override_settings(
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CONSUMER_ENABLE_TAG_BARCODE=False,
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CONSUMER_TAG_BARCODE_MAPPING={"CUSTOM-PREFIX-(.*)": "\\g<1>"},
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)
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def test_scan_file_with_matching_barcode_but_function_disabled(self):
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"""
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GIVEN:
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- PDF containing a tag barcode with matching custom prefix
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- The tag barcode functionality is disabled
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WHEN:
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- File is scanned for barcodes
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THEN:
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- No TAG has been created
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"""
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test_file = self.BARCODE_SAMPLE_DIR / "barcode-39-asn-custom-prefix.pdf"
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with self.get_reader(test_file) as reader:
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reader.run()
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tags = reader.metadata.tag_ids
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self.assertEqual(tags, None)
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@override_settings(
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CONSUMER_ENABLE_TAG_BARCODE=True,
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CONSUMER_TAG_BARCODE_MAPPING={"CUSTOM-PREFIX-(.*)": "\\g<1>"},
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)
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def test_scan_file_for_tag_custom_prefix(self):
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"""
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GIVEN:
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- PDF containing a tag barcode with custom prefix
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- The barcode mapping accepts this prefix and removes it from the mapped tag value
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- The created tag is the non-prefixed values
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WHEN:
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- File is scanned for barcodes
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THEN:
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- The TAG is located
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- One TAG has been created
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"""
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test_file = self.BARCODE_SAMPLE_DIR / "barcode-39-asn-custom-prefix.pdf"
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with self.get_reader(test_file) as reader:
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reader.metadata.tag_ids = [99]
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reader.run()
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self.assertEqual(reader.pdf_file, test_file)
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tags = reader.metadata.tag_ids
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self.assertEqual(len(tags), 2)
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self.assertEqual(tags[0], 99)
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self.assertEqual(Tag.objects.get(name__iexact="00123").pk, tags[1])
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@override_settings(
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CONSUMER_ENABLE_TAG_BARCODE=True,
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CONSUMER_TAG_BARCODE_MAPPING={"ASN(.*)": "\\g<1>"},
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)
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def test_scan_file_for_many_custom_tags(self):
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"""
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GIVEN:
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- PDF containing multiple tag barcode with custom prefix
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- The barcode mapping accepts this prefix and removes it from the mapped tag value
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- The created tags are the non-prefixed values
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WHEN:
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- File is scanned for barcodes
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THEN:
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- The TAG is located
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- File Tags have been created
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"""
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test_file = self.BARCODE_SAMPLE_DIR / "split-by-asn-1.pdf"
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with self.get_reader(test_file) as reader:
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reader.run()
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tags = reader.metadata.tag_ids
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self.assertEqual(len(tags), 5)
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self.assertEqual(Tag.objects.get(name__iexact="00123").pk, tags[0])
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self.assertEqual(Tag.objects.get(name__iexact="00124").pk, tags[1])
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self.assertEqual(Tag.objects.get(name__iexact="00125").pk, tags[2])
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self.assertEqual(Tag.objects.get(name__iexact="00126").pk, tags[3])
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self.assertEqual(Tag.objects.get(name__iexact="00127").pk, tags[4])
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@override_settings(
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CONSUMER_ENABLE_TAG_BARCODE=True,
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CONSUMER_TAG_BARCODE_MAPPING={"CUSTOM-PREFIX-(.*)": "\\g<3>"},
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)
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def test_scan_file_for_tag_raises_value_error(self):
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"""
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GIVEN:
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- Any error occurs during tag barcode processing
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THEN:
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- The processing should be skipped and not break the import
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"""
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test_file = self.BARCODE_SAMPLE_DIR / "barcode-39-asn-custom-prefix.pdf"
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with self.get_reader(test_file) as reader:
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reader.run()
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# expect error to be caught and logged only
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tags = reader.metadata.tag_ids
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self.assertEqual(tags, None)
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@ -853,6 +853,19 @@ CONSUMER_BARCODE_UPSCALE: Final[float] = __get_float(
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CONSUMER_BARCODE_DPI: Final[int] = __get_int("PAPERLESS_CONSUMER_BARCODE_DPI", 300)
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CONSUMER_ENABLE_TAG_BARCODE: Final[bool] = __get_boolean(
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"PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE",
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)
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CONSUMER_TAG_BARCODE_MAPPING = dict(
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json.loads(
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os.getenv(
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"PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING",
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'{"TAG:(.*)": "\\\\g<1>"}',
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),
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),
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)
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CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED: Final[bool] = __get_boolean(
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"PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED",
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)
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