Checkpoint: Ajout complet du champ "Destinataire" (recipientName) dans toute l'application : schéma DB (invoices.recipientName + userSettings.recipientKeywords), extraction IA (prompt LLM + interface), services d'import (email, dossier, upload manuel), interface utilisateur (liste des factures, détail, paramètres mots-clés), règles d'automatisme et configuration des champs LLM obligatoires.

2026-04-12 05:06:06 -04:00
parent d8d2ef14da
commit 604426523d
14 changed files with 1560 additions and 7 deletions
--- a/client/src/pages/AutomationRules.tsx
+++ b/client/src/pages/AutomationRules.tsx
@@ -237,6 +237,7 @@ export default function AutomationRules() {

  const fieldOptions = [
    { value: "supplierName", label: "Fournisseur" },
+    { value: "recipientName", label: "Destinataire" },
    { value: "invoiceNumber", label: "N° Facture" },
    { value: "totalAmount", label: "Montant" },
    { value: "invoiceDate", label: "Date facture" },
--- a/client/src/pages/InvoiceDetail.tsx
+++ b/client/src/pages/InvoiceDetail.tsx
@@ -28,6 +28,7 @@ export default function InvoiceDetail() {
    deliveryNoteNumber: "",
    orderNumber: "",
    totalAmount: "",
+    recipientName: "",
    serviceConcerne: "",
    typeAchat: "",
    ventilationComptable: "",
@@ -45,6 +46,7 @@ export default function InvoiceDetail() {
        deliveryNoteNumber: invoice.deliveryNoteNumber || "",
        orderNumber: invoice.orderNumber || "",
        totalAmount: invoice.totalAmount ? invoice.totalAmount.toString() : "",
+        recipientName: (invoice as any).recipientName || "",
        serviceConcerne: invoice.serviceConcerne || "",
        typeAchat: invoice.typeAchat || "",
        ventilationComptable: invoice.ventilationComptable || "",
@@ -87,6 +89,7 @@ export default function InvoiceDetail() {
        deliveryNoteNumber: formData.deliveryNoteNumber || undefined,
        orderNumber: formData.orderNumber || undefined,
        totalAmount: formData.totalAmount ? formData.totalAmount : undefined,
+        recipientName: formData.recipientName || undefined,
        serviceConcerne: formData.serviceConcerne || undefined,
        typeAchat: (formData.typeAchat as "CAPEX" | "OPEX" | "") || undefined,
        ventilationComptable: formData.ventilationComptable || undefined,
@@ -330,6 +333,20 @@ export default function InvoiceDetail() {
                    </div>
                  )}
                </div>
+
+                <div>
+                  <Label htmlFor="recipientName">Destinataire</Label>
+                  {isEditing ? (
+                    <Input
+                      id="recipientName"
+                      value={formData.recipientName}
+                      onChange={(e) => setFormData({ ...formData, recipientName: e.target.value })}
+                      placeholder="Nom du destinataire"
+                    />
+                  ) : (
+                    <div className="text-sm mt-1">{(invoice as any).recipientName || "-"}</div>
+                  )}
+                </div>
              </CardContent>
            </Card>
            
--- a/client/src/pages/Invoices.tsx
+++ b/client/src/pages/Invoices.tsx
@@ -60,15 +60,16 @@ export default function Invoices() {
      // Generate Excel file
      const worksheet = XLSX.utils.json_to_sheet(data.invoices.map(inv => ({
        'Fournisseur': inv.supplierName,
-        'N\u00b0 Facture': inv.invoiceNumber,
+        'Destinataire': (inv as any).recipientName,
+        'N° Facture': inv.invoiceNumber,
        'Date': inv.invoiceDate,
-        'N\u00b0 Bon de livraison': inv.deliveryNoteNumber,
-        'N\u00b0 Commande': inv.orderNumber,
+        'N° Bon de livraison': inv.deliveryNoteNumber,
+        'N° Commande': inv.orderNumber,
        'Montant': inv.totalAmount,
        'Score': inv.qualityScore,
        'Statut export': inv.exportStatus,
-        'Export\u00e9 le': inv.exportedAt,
-        'Cr\u00e9\u00e9 le': inv.createdAt,
+        'Exporté le': inv.exportedAt,
+        'Créé le': inv.createdAt,
      })));
      
      const workbook = XLSX.utils.book_new();
@@ -398,6 +399,7 @@ export default function Invoices() {
                        />
                      </TableHead>
                      <TableHead>Fournisseur</TableHead>
+                      <TableHead>Destinataire</TableHead>
                      <TableHead>N° Facture</TableHead>
                      <TableHead>Date</TableHead>
                      <TableHead>Montant</TableHead>
@@ -426,6 +428,7 @@ export default function Invoices() {
                              {invoice.supplierName || "Inconnu"}
                            </button>
                          </TableCell>
+                          <TableCell>{(invoice as any).recipientName || "-"}</TableCell>
                          <TableCell>{invoice.invoiceNumber || "-"}</TableCell>
                          <TableCell>
                            {invoice.invoiceDate
--- a/client/src/pages/Settings.tsx
+++ b/client/src/pages/Settings.tsx
@@ -664,6 +664,7 @@ export default function Settings() {
  const [supplierKeywords, setSupplierKeywords] = useState("");
  const [totalAmountKeywords, setTotalAmountKeywords] = useState("");
  const [subscriptionKeywords, setSubscriptionKeywords] = useState("");
+  const [recipientKeywords, setRecipientKeywords] = useState("");
  const [sftpHost, setSftpHost] = useState("");
  const [sftpPort, setSftpPort] = useState(22);
  const [sftpUsername, setSftpUsername] = useState("");
@@ -681,6 +682,7 @@ export default function Settings() {
      setSupplierKeywords(settings.supplierKeywords || "");
      setTotalAmountKeywords(settings.totalAmountKeywords || "");
      setSubscriptionKeywords(settings.subscriptionKeywords || "");
+      setRecipientKeywords((settings as any).recipientKeywords || "");
      setSftpHost(settings.sftpHost || "");
      setSftpPort(settings.sftpPort || 22);
      setSftpUsername(settings.sftpUsername || "");
@@ -723,6 +725,7 @@ export default function Settings() {
      supplierKeywords,
      totalAmountKeywords,
      subscriptionKeywords,
+      recipientKeywords,
      sftpHost,
      sftpPort,
      sftpUsername,
@@ -986,6 +989,24 @@ export default function Settings() {
                      Les factures contenant ces mots-clés seront automatiquement marquées comme abonnement
                    </p>
                  </div>
+
+                  <div className="space-y-3">
+                    <Label htmlFor="recipientKeywords" className="text-base font-semibold">
+                      Destinataire
+                    </Label>
+                    <Textarea
+                      id="recipientKeywords"
+                      value={recipientKeywords}
+                      onChange={(e) => setRecipientKeywords(e.target.value)}
+                      placeholder="Destinataire, Client, Adressé à, Bill to, Ship to"
+                      rows={2}
+                      className="resize-none"
+                    />
+                    <p className="text-sm text-muted-foreground flex items-center gap-2">
+                      <AlertCircle className="w-4 h-4" />
+                      Mots-clés pour identifier le destinataire/client de la facture
+                    </p>
+                  </div>
                </div>
              </CardContent>
            </Card>
--- a/drizzle/0015_cool_redwing.sql
+++ b/drizzle/0015_cool_redwing.sql
@@ -0,0 +1,2 @@
+ALTER TABLE `invoices` ADD `recipientName` varchar(255);--> statement-breakpoint
+ALTER TABLE `userSettings` ADD `recipientKeywords` text;
--- a/drizzle/meta/0015_snapshot.json
+++ b/drizzle/meta/0015_snapshot.json
--- a/drizzle/meta/_journal.json
+++ b/drizzle/meta/_journal.json
@@ -106,6 +106,13 @@
      "when": 1773530695041,
      "tag": "0014_watery_talos",
      "breakpoints": true
+    },
+    {
+      "idx": 15,
+      "version": "5",
+      "when": 1775984357982,
+      "tag": "0015_cool_redwing",
+      "breakpoints": true
    }
  ]
 }
--- a/drizzle/schema.ts
+++ b/drizzle/schema.ts
@@ -67,6 +67,7 @@ export const invoices = mysqlTable("invoices", {
  deliveryNoteNumber: varchar("deliveryNoteNumber", { length: 100 }),
  orderNumber: varchar("orderNumber", { length: 100 }),
  totalAmount: decimal("totalAmount", { precision: 10, scale: 2 }),
+  recipientName: varchar("recipientName", { length: 255 }), // Destinataire de la facture
  pageRange: varchar("pageRange", { length: 20 }), // ex: "1-2" ou "5"
  qualityScore: int("qualityScore"), // Score de qualité de l'extraction (0-100)
  
@@ -134,6 +135,7 @@ export const userSettings = mysqlTable("userSettings", {
  supplierKeywords: text("supplierKeywords"), // Ex: "Vendeur, Société, Émetteur"
  totalAmountKeywords: text("totalAmountKeywords"), // Ex: "Net à payer, Total à régler, Amount due"
  subscriptionKeywords: text("subscriptionKeywords"), // Ex: "Abonnement, Subscription, Mensuel, Annuel"
+  recipientKeywords: text("recipientKeywords"), // Ex: "Destinataire, À l'attention de, Client"
  // SFTP Configuration
  sftpHost: varchar("sftpHost", { length: 255 }),
  sftpPort: int("sftpPort").default(22),
--- a/server/db.ts
+++ b/server/db.ts
@@ -658,6 +658,7 @@ export async function initializeDefaultLlmFields(userId: number): Promise<void>
    { fieldName: "totalAmount", displayName: "Montant total TTC", isRequired: 1, displayOrder: 4 },
    { fieldName: "deliveryNoteNumber", displayName: "Numéro de bon de livraison", isRequired: 0, displayOrder: 5 },
    { fieldName: "orderNumber", displayName: "Numéro de commande", isRequired: 0, displayOrder: 6 },
+    { fieldName: "recipientName", displayName: "Destinataire", isRequired: 0, displayOrder: 7 },
  ];
  
  const existingFields = await db.select().from(llmFieldsConfig).where(eq(llmFieldsConfig.userId, userId));
--- a/server/emailImportService.ts
+++ b/server/emailImportService.ts
@@ -75,6 +75,7 @@ async function processEmailAttachment(
      supplier: settings.supplierKeywords,
      totalAmount: settings.totalAmountKeywords,
      subscription: settings.subscriptionKeywords,
+      recipient: settings.recipientKeywords,
    } : undefined;
    
    const model = settings?.llmModel || "mistral-large-latest";
@@ -153,6 +154,7 @@ async function processEmailAttachment(
          deliveryNoteNumber: invoiceData.deliveryNoteNumber,
          orderNumber: invoiceData.orderNumber,
          totalAmount: invoiceData.totalAmount?.toString(),
+          recipientName: invoiceData.recipientName,
          pageRange: invoiceData.pageRange,
          qualityScore: invoiceData.qualityScore,
          extractedText: invoiceData.extractedText,
--- a/server/folderImportService.ts
+++ b/server/folderImportService.ts
@@ -76,6 +76,7 @@ async function processFolderFile(
      supplier: settings.supplierKeywords,
      totalAmount: settings.totalAmountKeywords,
      subscription: settings.subscriptionKeywords,
+      recipient: settings.recipientKeywords,
    } : undefined;
    
    const model = settings?.llmModel || "mistral-large-latest";
@@ -154,6 +155,7 @@ async function processFolderFile(
          deliveryNoteNumber: invoiceData.deliveryNoteNumber,
          orderNumber: invoiceData.orderNumber,
          totalAmount: invoiceData.totalAmount?.toString(),
+          recipientName: invoiceData.recipientName,
          pageRange: invoiceData.pageRange,
          qualityScore: invoiceData.qualityScore,
          extractedText: invoiceData.extractedText,
--- a/server/invoiceExtractor.ts
+++ b/server/invoiceExtractor.ts
@@ -10,6 +10,7 @@ export interface ExtractedInvoiceData {
  deliveryNoteNumber: string | null;
  orderNumber: string | null;
  totalAmount: number | null;
+  recipientName: string | null; // Destinataire de la facture
  pageRange: string;
  qualityScore: number; // 0-100
  extractedText: string | null; // Full text extracted from the invoice PDF
@@ -141,6 +142,7 @@ export async function extractInvoicesWithMistral(
    supplier?: string | null;
    totalAmount?: string | null;
    subscription?: string | null;
+    recipient?: string | null;
  }
 ): Promise<MultiInvoiceResult> {
  // Load user's field configuration
@@ -184,6 +186,7 @@ export async function extractInvoicesWithMistral(
      if (customKeywords.supplier) hints.push(`Fournisseur: ${customKeywords.supplier}`);
      if (customKeywords.totalAmount) hints.push(`Montant total: ${customKeywords.totalAmount}`);
      if (customKeywords.subscription) hints.push(`Abonnement: ${customKeywords.subscription}`);
+      if (customKeywords.recipient) hints.push(`Destinataire: ${customKeywords.recipient}`);
      
      if (hints.length > 0) {
        keywordsHint = `\n\nMots-clés personnalisés à rechercher:\n${hints.join("\n")}`;
@@ -200,12 +203,13 @@ export async function extractInvoicesWithMistral(
    const prompt = `Tu es un expert en extraction de données de factures. Analyse ce document PDF et extrais toutes les factures qu'il contient.

 Pour chaque facture trouvée, extrais les informations suivantes:
- supplierName: Nom du fournisseur/vendeur
+- supplierName: Nom du fournisseur/vendeur (émetteur de la facture)
 - invoiceNumber: Numéro de la facture
 - invoiceDate: Date de la facture (format ISO 8601: YYYY-MM-DD)
 - deliveryNoteNumber: Numéro du bon de livraison (si présent)
 - orderNumber: Numéro de commande client (si présent)
 - totalAmount: Montant total TTC (nombre décimal)
+- recipientName: Nom du destinataire/client (société ou personne à qui la facture est adressée)
 - pageRange: Plage de pages de cette facture (ex: "1-2" ou "5")
 ${qualityScoreInstruction}
 - extractedText: Texte complet extrait de la facture (tout le texte visible sur les pages de cette facture)
@@ -223,6 +227,7 @@ Réponds UNIQUEMENT avec un objet JSON valide au format suivant:
      "deliveryNoteNumber": "...",
      "orderNumber": "...",
      "totalAmount": 123.45,
+      "recipientName": "...",
      "pageRange": "1-2",
      "qualityScore": 85,
      "extractedText": "Texte complet de la facture...",
@@ -318,6 +323,7 @@ export function generateMetadataJSON(invoice: ExtractedInvoiceData): string {
      deliveryNoteNumber: invoice.deliveryNoteNumber,
      orderNumber: invoice.orderNumber,
      totalAmount: invoice.totalAmount,
+      recipientName: invoice.recipientName,
      pageRange: invoice.pageRange,
      qualityScore: invoice.qualityScore,
      extractedAt: new Date().toISOString(),
--- a/server/routers.ts
+++ b/server/routers.ts
@@ -185,6 +185,7 @@ export const appRouter = router({
              supplier: settings.supplierKeywords,
              totalAmount: settings.totalAmountKeywords,
              subscription: settings.subscriptionKeywords,
+              recipient: settings.recipientKeywords,
            } : undefined;
            
            const model = settings?.llmModel || "mistral-large-latest";
@@ -260,6 +261,7 @@ export const appRouter = router({
                  deliveryNoteNumber: invoiceData.deliveryNoteNumber,
                  orderNumber: invoiceData.orderNumber,
                  totalAmount: invoiceData.totalAmount?.toString(),
+                  recipientName: invoiceData.recipientName,
                  pageRange: invoiceData.pageRange,
                  qualityScore: invoiceData.qualityScore,
                  extractedText: invoiceData.extractedText,
@@ -350,6 +352,7 @@ export const appRouter = router({
          deliveryNoteNumber: z.string().optional(),
          orderNumber: z.string().optional(),
          totalAmount: z.string().optional(),
+          recipientName: z.string().optional(),
          serviceConcerne: z.string().optional(),
          typeAchat: z.enum(["CAPEX", "OPEX"]).optional(),
          ventilationComptable: z.string().optional(),
@@ -459,6 +462,7 @@ export const appRouter = router({
        supplierKeywords: z.string().optional(),
        totalAmountKeywords: z.string().optional(),
        subscriptionKeywords: z.string().optional(),
+        recipientKeywords: z.string().optional(),
        sftpHost: z.string().optional(),
        sftpPort: z.number().optional(),
        sftpUsername: z.string().optional(),
--- a/todo.md
+++ b/todo.md
@@ -555,5 +555,26 @@
 - [x] Modifier la route tRPC `auth.loginLocal` pour accepter un username libre
 - [x] Modifier la page Login.tsx pour remplacer le champ email par un champ "Identifiant"
 - [x] Créer le compte admin `adminItinova` avec mot de passe `Itinova69!` en base de données locale
- [ ] Créer le compte admin `adminItinova` sur le VPS
+- [x] Créer le compte admin `adminItinova` sur le VPS
+- [x] Déployer sur le VPS
+
+## Correction connexion adminItinova VPS
+- [x] Diagnostiquer le problème d'authentification (hash bcrypt Python vs Node.js)
+- [x] Corriger le hash du mot de passe sur le VPS (généré avec Node.js bcrypt)
+- [x] Vérifier que la connexion fonctionne (API tRPC répond 200 avec user)
+
+## Ajout du champ Destinataire
+- [x] Ajouter colonne `recipientName` dans la table `invoices` (schéma DB + migration)
+- [x] Ajouter colonne `recipientKeywords` dans la table `userSettings` (schéma DB + migration)
+- [x] Mettre à jour le prompt LLM pour extraire le destinataire
+- [x] Mettre à jour l'interface `ExtractedInvoiceData` dans invoiceExtractor.ts
+- [x] Mettre à jour les mots-clés personnalisés dans invoiceExtractor.ts
+- [x] Mettre à jour la route `settings.upsert` dans routers.ts
+- [x] Mettre à jour la route `invoices.update` dans routers.ts
+- [x] Ajouter le champ destinataire dans InvoiceDetail.tsx
+- [x] Ajouter le champ mots-clés destinataire dans Settings.tsx (onglet Mots-clés)
+- [x] Ajouter destinataire dans AutomationRules.tsx (conditions)
+- [x] Ajouter recipientName dans les champs LLM par défaut (db.ts)
+- [x] Ajouter colonne Destinataire dans la liste des factures (Invoices.tsx)
+- [x] Ajouter Destinataire dans l'export Excel
 - [ ] Déployer sur le VPS