Some docs

[ci skip]

docs/configuration.md

@@ -1706,3 +1706,23 @@ password. All of these options come from their similarly-named [Django settings]
 #### [`PAPERLESS_EMAIL_USE_SSL=<bool>`](#PAPERLESS_EMAIL_USE_SSL) {#PAPERLESS_EMAIL_USE_SSL}
 
 : Defaults to false.
+
+## Remote OCR
+
+#### [`PAPERLESS_REMOTE_OCR_ENGINE=<str>`](#PAPERLESS_REMOTE_OCR_ENGINE) {#PAPERLESS_REMOTE_OCR_ENGINE}
+
+: The remote OCR engine to use. Currently only Azure AI is supported as "azureai".
+
+    Defaults to None, which disables remote OCR.
+
+#### [`PAPERLESS_REMOTE_OCR_API_KEY=<str>`](#PAPERLESS_REMOTE_OCR_API_KEY) {#PAPERLESS_REMOTE_OCR_API_KEY}
+
+: The API key to use for the remote OCR engine.
+
+    Defaults to None.
+
+#### [`PAPERLESS_REMOTE_OCR_ENDPOINT=<str>`](#PAPERLESS_REMOTE_OCR_ENDPOINT) {#PAPERLESS_REMOTE_OCR_ENDPOINT}
+
+: The endpoint to use for the remote OCR engine. This is required for Azure AI.
+
+    Defaults to None.

docs/usage.md

@@ -841,6 +841,18 @@ how regularly you intend to scan documents and use paperless.
     performed the task associated with the document, move it to the
     inbox.
 
+## Remove OCR
+
+!!! important
+
+    This feature is disabled by default and will always remain strictly "opt-in".
+
+Paperless-ngx supports performing OCR on documents using remote services. At the moment, this is limited to
+[Microsoft's Azure "Document Intelligence" service](https://azure.microsoft.com/en-us/products/ai-services/ai-document-intelligence).
+This is of course a paid service (with a free tier) which requires an Azure account and subscription. Azure AI is not affiliated with
+Paperless-ngx in any way. When enabled, Paperless-ngx will automatically send appropriate documents to Azure for OCR processing, bypassing
+the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details.
+
 ## Architecture
 
 Paperless-ngx consists of the following components:

pyproject.toml

@@ -15,6 +15,7 @@ classifiers = [
 # This will allow testing to not install a webserver, mysql, etc
 
 dependencies = [
+  "azure-ai-documentintelligence>=1.0.2",
   "bleach~=6.2.0",
   "celery[redis]~=5.5.1",
   "channels~=4.2",

src/paperless/settings.py

@@ -317,6 +317,7 @@ INSTALLED_APPS = [
     "paperless_tesseract.apps.PaperlessTesseractConfig",
     "paperless_text.apps.PaperlessTextConfig",
     "paperless_mail.apps.PaperlessMailConfig",
+    "paperless_remote.apps.PaperlessRemoteParserConfig",
     "django.contrib.admin",
     "rest_framework",
     "rest_framework.authtoken",
@@ -1276,3 +1277,11 @@ OUTLOOK_OAUTH_ENABLED = bool(
     and OUTLOOK_OAUTH_CLIENT_ID
     and OUTLOOK_OAUTH_CLIENT_SECRET,
 )
+
+###############################################################################
+# Remote Parser                                                               #
+###############################################################################
+
+REMOTE_OCR_ENGINE = os.getenv("PAPERLESS_REMOTE_OCR_ENGINE")
+REMOTE_OCR_API_KEY = os.getenv("PAPERLESS_REMOTE_OCR_API_KEY")
+REMOTE_OCR_ENDPOINT = os.getenv("PAPERLESS_REMOTE_OCR_ENDPOINT")

src/paperless_remote/__init__.py

@@ -0,0 +1,4 @@
+# this is here so that django finds the checks.
+from paperless_remote.checks import check_remote_parser_configured
+
+__all__ = ["check_remote_parser_configured"]

src/paperless_remote/apps.py

@@ -0,0 +1,14 @@
+from django.apps import AppConfig
+
+from paperless_remote.signals import remote_consumer_declaration
+
+
+class PaperlessRemoteParserConfig(AppConfig):
+    name = "paperless_remote"
+
+    def ready(self):
+        from documents.signals import document_consumer_declaration
+
+        document_consumer_declaration.connect(remote_consumer_declaration)
+
+        AppConfig.ready(self)

src/paperless_remote/checks.py

@@ -0,0 +1,15 @@
+from django.conf import settings
+from django.core.checks import Error
+from django.core.checks import register
+
+
+@register()
+def check_remote_parser_configured(app_configs, **kwargs):
+    if settings.REMOTE_OCR_ENGINE == "azureai" and not settings.REMOTE_OCR_ENDPOINT:
+        return [
+            Error(
+                "Azure AI remote parser requires endpoint to be configured.",
+            ),
+        ]
+
+    return []

src/paperless_remote/parsers.py

@@ -0,0 +1,117 @@
+import subprocess
+import tempfile
+from pathlib import Path
+
+from django.conf import settings
+
+from paperless_tesseract.parsers import RasterisedDocumentParser
+
+
+class RemoteEngineConfig:
+    def __init__(
+        self,
+        engine: str,
+        api_key: str | None = None,
+        endpoint: str | None = None,
+    ):
+        self.engine = engine
+        self.api_key = api_key
+        self.endpoint = endpoint
+
+    def engine_is_valid(self):
+        valid = self.engine in ["azureai"] and self.api_key is not None
+        if self.engine == "azureai":
+            valid = valid and self.endpoint is not None
+        return valid
+
+
+class RemoteDocumentParser(RasterisedDocumentParser):
+    """
+    This parser uses a remote ocr engine to parse documents
+    """
+
+    logging_name = "paperless.parsing.remote"
+
+    def get_settings(self) -> RemoteEngineConfig:
+        """
+        This parser uses the OCR configuration settings to parse documents
+        """
+        return RemoteEngineConfig(
+            engine=settings.REMOTE_OCR_ENGINE,
+            api_key=settings.REMOTE_OCR_API_KEY,
+            endpoint=settings.REMOTE_OCR_ENDPOINT,
+        )
+
+    def supported_mime_types(self):
+        if self.settings.engine_is_valid():
+            return [
+                "application/pdf",
+                "image/png",
+                "image/jpeg",
+                "image/tiff",
+                "image/bmp",
+                "image/gif",
+                "image/webp",
+            ]
+        else:
+            return []
+
+    def azure_ai_vision_parse(
+        self,
+        file: Path,
+    ) -> str | None:
+        """
+        This method uses the Azure AI Vision API to parse documents
+        """
+        from azure.ai.documentintelligence import DocumentIntelligenceClient
+        from azure.ai.documentintelligence.models import AnalyzeDocumentRequest
+        from azure.core.credentials import AzureKeyCredential
+
+        client = DocumentIntelligenceClient(
+            endpoint=self.settings.endpoint,
+            credential=AzureKeyCredential(self.settings.api_key),
+        )
+
+        with file.open("rb") as f:
+            analyze_request = AnalyzeDocumentRequest(bytes_source=f.read())
+            poller = client.begin_analyze_document(
+                model_id="prebuilt-read",
+                body=analyze_request,
+                output=["pdf"],  # request searchable PDF output
+                content_type="application/json",
+            )
+
+        poller.wait()
+        result_id = poller.details["operation_id"]
+
+        # Download the PDF with embedded text
+        self.archive_path = Path(self.tempdir) / "archive.pdf"
+        with self.archive_path.open("wb") as f:
+            for chunk in client.get_analyze_result_pdf(
+                model_id="prebuilt-read",
+                result_id=result_id,
+            ):
+                f.write(chunk)
+
+        with tempfile.NamedTemporaryFile(delete=False, suffix=".txt") as tmp:
+            subprocess.run(
+                [
+                    "pdftotext",
+                    "-q",
+                    "-layout",
+                    str(self.archive_path),
+                    tmp.name,
+                ],
+            )
+            with Path(tmp.name).open(encoding="utf-8") as t:
+                return t.read()
+
+    def parse(self, document_path: Path, mime_type, file_name=None):
+        if not self.settings.engine_is_valid():
+            self.log.warning(
+                "No valid remote parser engine is configured, content will be empty.",
+            )
+            self.text = ""
+            return
+        elif self.settings.engine == "azureai":
+            self.text = self.azure_ai_vision_parse(document_path)

src/paperless_remote/signals.py

@@ -0,0 +1,18 @@
+def get_parser(*args, **kwargs):
+    from paperless_remote.parsers import RemoteDocumentParser
+
+    return RemoteDocumentParser(*args, **kwargs)
+
+
+def get_supported_mime_types():
+    from paperless_remote.parsers import RemoteDocumentParser
+
+    return RemoteDocumentParser(None).supported_mime_types()
+
+
+def remote_consumer_declaration(sender, **kwargs):
+    return {
+        "parser": get_parser,
+        "weight": 5,
+        "mime_types": get_supported_mime_types(),
+    }

src/paperless_remote/tests/test_checks.py

@@ -0,0 +1,29 @@
+from django.test import TestCase
+from django.test import override_settings
+
+from paperless_remote import check_remote_parser_configured
+
+
+class TestChecks(TestCase):
+    @override_settings(REMOTE_OCR_ENGINE=None)
+    def test_no_engine(self):
+        msgs = check_remote_parser_configured(None)
+        self.assertEqual(len(msgs), 0)
+
+    @override_settings(REMOTE_OCR_ENGINE="azureai")
+    @override_settings(REMOTE_OCR_API_KEY="somekey")
+    @override_settings(REMOTE_OCR_ENDPOINT=None)
+    def test_azure_no_endpoint(self):
+        msgs = check_remote_parser_configured(None)
+        self.assertEqual(len(msgs), 1)
+        self.assertTrue(
+            msgs[0].msg.startswith(
+                "Azure AI Vision remote parser requires endpoint to be configured.",
+            ),
+        )
+
+    @override_settings(REMOTE_OCR_ENGINE="something")
+    @override_settings(REMOTE_OCR_API_KEY="somekey")
+    def test_valid_configuration(self):
+        msgs = check_remote_parser_configured(None)
+        self.assertEqual(len(msgs), 0)

src/paperless_remote/tests/test_parser.py

@@ -0,0 +1,67 @@
+import uuid
+from pathlib import Path
+from unittest import mock
+
+from django.test import TestCase
+from django.test import override_settings
+
+from documents.tests.utils import DirectoriesMixin
+from documents.tests.utils import FileSystemAssertsMixin
+from paperless_remote.parsers import RemoteDocumentParser
+
+
+class TestParser(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
+    SAMPLE_FILES = Path(__file__).resolve().parent / "samples"
+
+    def assertContainsStrings(self, content, strings):
+        # Asserts that all strings appear in content, in the given order.
+        indices = []
+        for s in strings:
+            if s in content:
+                indices.append(content.index(s))
+            else:
+                self.fail(f"'{s}' is not in '{content}'")
+        self.assertListEqual(indices, sorted(indices))
+
+    @mock.patch("paperless_remote.parsers.subprocess.run")
+    @mock.patch("azure.ai.documentintelligence.DocumentIntelligenceClient")
+    def test_get_text_with_azure(self, mock_client_cls, mock_subprocess):
+        # Arrange mock Azure client
+        mock_client = mock.Mock()
+        mock_client_cls.return_value = mock_client
+
+        # Simulate poller result and its `.details`
+        mock_poller = mock.Mock()
+        mock_poller.wait.return_value = None
+        mock_poller.details = {"operation_id": "fake-op-id"}
+        mock_client.begin_analyze_document.return_value = mock_poller
+
+        # Return dummy PDF bytes
+        mock_client.get_analyze_result_pdf.return_value = [
+            b"%PDF-",
+            b"1.7 ",
+            b"FAKEPDF",
+        ]
+
+        # Simulate pdftotext by writing dummy text to sidecar file
+        def fake_run(cmd, *args, **kwargs):
+            with Path(cmd[-1]).open("w", encoding="utf-8") as f:
+                f.write("This is a test document.")
+
+        mock_subprocess.side_effect = fake_run
+
+        with override_settings(
+            REMOTE_OCR_ENGINE="azureai",
+            REMOTE_OCR_API_KEY="somekey",
+            REMOTE_OCR_ENDPOINT="https://endpoint.cognitiveservices.azure.com",
+        ):
+            parser = RemoteDocumentParser(uuid.uuid4())
+            parser.parse(
+                self.SAMPLE_FILES / "simple-digital.pdf",
+                "application/pdf",
+            )
+
+            self.assertContainsStrings(
+                parser.text.strip(),
+                ["This is a test document."],
+            )

uv.lock

@@ -93,6 +93,34 @@ wheels = [
     { url = "https://files.pythonhosted.org/packages/af/cc/55a32a2c98022d88812b5986d2a92c4ff3ee087e83b712ebc703bba452bf/Automat-24.8.1-py3-none-any.whl", hash = "sha256:bf029a7bc3da1e2c24da2343e7598affaa9f10bf0ab63ff808566ce90551e02a", size = 42585, upload-time = "2024-08-19T17:31:56.729Z" },
 ]
 
+[[package]]
+name = "azure-ai-documentintelligence"
+version = "1.0.2"
+source = { registry = "https://pypi.org/simple" }
+dependencies = [
+    { name = "azure-core", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+    { name = "isodate", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+    { name = "typing-extensions", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+]
+sdist = { url = "https://files.pythonhosted.org/packages/44/7b/8115cd713e2caa5e44def85f2b7ebd02a74ae74d7113ba20bdd41fd6dd80/azure_ai_documentintelligence-1.0.2.tar.gz", hash = "sha256:4d75a2513f2839365ebabc0e0e1772f5601b3a8c9a71e75da12440da13b63484", size = 170940 }
+wheels = [
+    { url = "https://files.pythonhosted.org/packages/d9/75/c9ec040f23082f54ffb1977ff8f364c2d21c79a640a13d1c1809e7fd6b1a/azure_ai_documentintelligence-1.0.2-py3-none-any.whl", hash = "sha256:e1fb446abbdeccc9759d897898a0fe13141ed29f9ad11fc705f951925822ed59", size = 106005 },
+]
+
+[[package]]
+name = "azure-core"
+version = "1.33.0"
+source = { registry = "https://pypi.org/simple" }
+dependencies = [
+    { name = "requests", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+    { name = "six", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+    { name = "typing-extensions", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
+]
+sdist = { url = "https://files.pythonhosted.org/packages/75/aa/7c9db8edd626f1a7d99d09ef7926f6f4fb34d5f9fa00dc394afdfe8e2a80/azure_core-1.33.0.tar.gz", hash = "sha256:f367aa07b5e3005fec2c1e184b882b0b039910733907d001c20fb08ebb8c0eb9", size = 295633 }
+wheels = [
+    { url = "https://files.pythonhosted.org/packages/07/b7/76b7e144aa53bd206bf1ce34fa75350472c3f69bf30e5c8c18bc9881035d/azure_core-1.33.0-py3-none-any.whl", hash = "sha256:9b5b6d0223a1d38c37500e6971118c1e0f13f54951e6893968b38910bc9cda8f", size = 207071 },
+]
+
 [[package]]
 name = "babel"
 version = "2.17.0"
@@ -1355,6 +1383,15 @@ wheels = [
     { url = "https://files.pythonhosted.org/packages/c7/fc/4e5a141c3f7c7bed550ac1f69e599e92b6be449dd4677ec09f325cad0955/inotifyrecursive-0.3.5-py3-none-any.whl", hash = "sha256:7e5f4a2e1dc2bef0efa3b5f6b339c41fb4599055a2b54909d020e9e932cc8d2f", size = 8009, upload-time = "2020-11-20T12:38:46.981Z" },
 ]
 
+[[package]]
+name = "isodate"
+version = "0.7.2"
+source = { registry = "https://pypi.org/simple" }
+sdist = { url = "https://files.pythonhosted.org/packages/54/4d/e940025e2ce31a8ce1202635910747e5a87cc3a6a6bb2d00973375014749/isodate-0.7.2.tar.gz", hash = "sha256:4cd1aa0f43ca76f4a6c6c0292a85f40b35ec2e43e315b59f06e6d32171a953e6", size = 29705 }
+wheels = [
+    { url = "https://files.pythonhosted.org/packages/15/aa/0aca39a37d3c7eb941ba736ede56d689e7be91cab5d9ca846bde3999eba6/isodate-0.7.2-py3-none-any.whl", hash = "sha256:28009937d8031054830160fce6d409ed342816b543597cece116d966c6d99e15", size = 22320 },
+]
+
 [[package]]
 name = "jinja2"
 version = "3.1.6"
@@ -1883,6 +1920,7 @@ name = "paperless-ngx"
 version = "2.16.2"
 source = { virtual = "." }
 dependencies = [
+    { name = "azure-ai-documentintelligence", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "bleach", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "celery", extra = ["redis"], marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "channels", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
@@ -2013,6 +2051,7 @@ typing = [
 
 [package.metadata]
 requires-dist = [
+    { name = "azure-ai-documentintelligence", specifier = ">=1.0.2" },
     { name = "bleach", specifier = "~=6.2.0" },
     { name = "celery", extras = ["redis"], specifier = "~=5.5.1" },
     { name = "channels", specifier = "~=4.2" },