iDoklad Invoice Processor - Complete WordPress Plugin

A comprehensive WordPress plugin that automates invoice processing through email monitoring, AI-powered PDF parsing, and direct integration with iDoklad API v3.

🚀 Quick Start

Installation

1. Upload the plugin folder to /wp-content/plugins/
2. Activate the plugin through the WordPress admin
3. Configure your API credentials in iDoklad Processor → Settings

Basic Configuration

1. PDF.co API Key - For AI-powered invoice parsing
2. iDoklad API Credentials - Client ID and Client Secret
3. Email Settings - IMAP configuration for receiving invoices
4. Authorized Users - Add users who can receive invoices

📋 Table of Contents

• Features
• Architecture
• Configuration Guide
• Operation Guide
• API Integration
• Troubleshooting
• Change Log
• Support

✨ Features

Core Functionality

• Email Monitoring - Automatically processes invoices from email attachments
• AI-Powered PDF Parsing - Uses PDF.co AI to extract structured data
• iDoklad API v3 Integration - Direct integration with iDoklad for invoice creation
• Per-User Credentials - Each user can have their own iDoklad credentials
• Queue Management - Robust processing queue with retry logic
• Comprehensive Logging - Detailed logs for debugging and monitoring

Advanced Features

• PDF.co Parsing Pipeline - Unified AI parsing with automatic handling of scanned PDFs
• Data Validation - Validates extracted data against iDoklad requirements
• Error Handling - Comprehensive error handling with notifications
• Admin Dashboard - Complete admin interface for management
• Debug Tools - Step-by-step debugging for troubleshooting
• Testing Tools - Built-in testing for all components

🏗️ Architecture

Main Components

iDoklad Invoice Processor/
├── Core Plugin File
│   └── idoklad-invoice-processor.php
├── Includes/
│   ├── Database Management
│   ├── Email Monitoring
│   ├── PDF Processing
│   ├── AI Parsing
│   ├── iDoklad API Integration
│   ├── User Management
│   └── Admin Interface
├── Templates/
│   ├── Admin Dashboard
│   ├── Settings Pages
│   └── Queue Management
├── Assets/
│   ├── CSS Styles
│   └── JavaScript
└── Documentation/
    ├── README.md
    ├── CHANGELOG.md
    └── Operation Guide

Data Flow

1. Email Reception → Mock Email Monitor receives PDF attachments
2. PDF Processing → PDF.co AI Parser extracts structured data
3. Data Transformation → Data is transformed to iDoklad format
4. API Integration → iDoklad API v3 creates invoices
5. Logging & Notifications → Results are logged and notifications sent

⚙️ Configuration Guide

1. PDF.co AI Parser Setup

// In WordPress Admin → iDoklad Processor → Settings
PDF.co API Key: [Your API Key]
Use AI Parser: ✓ Enabled

2. iDoklad API v3 Setup

// In WordPress Admin → iDoklad Processor → iDoklad API Integration
Client ID: [Your Client ID]
Client Secret: [Your Client Secret]
Default Partner ID: 22429105

3. Email Configuration

// In WordPress Admin → iDoklad Processor → Settings
Email Host: imap.gmail.com
Email Port: 993
Email Username: [Your Email]
Email Password: [Your Password]
Email Encryption: SSL

4. Authorized Users

// In WordPress Admin → iDoklad Processor → Authorized Users
Add users who can receive invoices with their own iDoklad credentials

📖 Operation Guide

Daily Operations

1. Monitoring Dashboard

• Location: WordPress Admin → iDoklad Processor → Dashboard
• Purpose: Overview of system status, recent activity, and statistics
• Key Metrics: Processed invoices, success rate, queue status

2. Queue Management

• Location: WordPress Admin → iDoklad Processor → Processing Queue
• Purpose: Monitor and manage invoice processing queue
• Actions: View queue items, retry failed items, cancel stuck items

3. Processing Logs

• Location: WordPress Admin → iDoklad Processor → Processing Logs
• Purpose: Detailed logs of all processing activities
• Features: Filter by status, export logs, view detailed information

Testing and Debugging

1. PDF.co AI Parser Debug

• Location: WordPress Admin → iDoklad Processor → PDF.co AI Parser Debug
• Purpose: Test and debug PDF parsing functionality
• Features: Connection testing, parser testing, step-by-step debugging

2. iDoklad API Integration

• Location: WordPress Admin → iDoklad Processor → iDoklad API Integration
• Purpose: Test iDoklad API integration
• Features: Connection testing, invoice creation testing

3. Diagnostics

• Location: WordPress Admin → iDoklad Processor → Diagnostics & Testing
• Purpose: System diagnostics and testing tools
• Features: PDF parsing checks, ChatGPT validation, API tests

Maintenance

1. Database Management

• Location: WordPress Admin → iDoklad Processor → Database Management
• Purpose: Database maintenance and cleanup
• Features: Clean old logs, clean old queue items, database statistics

2. Settings Management

• Location: WordPress Admin → iDoklad Processor → Settings
• Purpose: Configure plugin settings
• Features: API keys, email settings, parsing options

🔌 API Integration

iDoklad API v3 Integration

The plugin includes a complete iDoklad API v3 integration that follows the exact workflow:

1. Authentication - OAuth2 Client Credentials flow
2. NumericSequence Resolution - Find correct numbering series
3. Invoice Creation - Create issued invoices with proper payload

Usage Example

// Initialize integration
$integration = new IDokladProcessor_IDokladAPIV3Integration($client_id, $client_secret);

// Create invoice
$result = $integration->create_invoice_complete_workflow($invoice_data);

// Check result
if ($result['success']) {
    echo "Invoice created: " . $result['document_number'];
}

PDF.co AI Parser Integration

The plugin uses PDF.co AI Parser for intelligent invoice data extraction:

// Initialize parser
$parser = new IDokladProcessor_PDFCoAIParserEnhanced();

// Parse invoice with debugging
$result = $parser->parse_invoice_with_debug($pdf_url);

// Check result
if ($result['success']) {
    $idoklad_data = $result['data'];
    // Data is ready for iDoklad API
}

🔧 Troubleshooting

Common Issues

1. Plugin Activation Issues

• Problem: Plugin fails to activate
• Solution: Check error logs, ensure all files are present
• Reference: See TROUBLESHOOTING.md

2. API Connection Issues

• Problem: API connections fail
• Solution: Verify API keys, check network connectivity
• Reference: Use admin interface testing tools

3. PDF Parsing Issues

• Problem: PDFs not parsing correctly
• Solution: Check PDF format, verify API key, test with debug tools
• Reference: Use PDF.co AI Parser Debug interface

4. iDoklad Integration Issues

• Problem: Invoices not creating in iDoklad
• Solution: Verify credentials, check payload format
• Reference: Use iDoklad API Integration testing tools

Debug Mode

Enable debug mode for detailed logging:

// In WordPress Admin → iDoklad Processor → Settings
Debug Mode: ✓ Enabled

Debug logs are written to WordPress error log.

Testing Tools

The plugin includes comprehensive testing tools:

1. Standalone Test Scripts

   • test-idoklad-integration.php - Test iDoklad integration
   • test-pdf-co-parser.php - Test PDF parsing
   • test-postman-workflow.php - Test complete workflow

2. Admin Interface Testing

   • Connection testing
   • Parser testing
   • Step-by-step debugging
   • Payload validation

📚 Documentation Files

• README.md - This file (complete overview)
• CHANGELOG.md - Complete change log
• OPERATION-GUIDE.md - Detailed operation guide
• IDOKLAD-API-INTEGRATION.md - iDoklad API integration details
• PDF-CO-AI-PARSER-ENHANCEMENT.md - PDF parsing enhancement details
• TROUBLESHOOTING.md - Troubleshooting guide

🔄 Change Log

See CHANGELOG.md for complete change history.

Recent Updates

• v1.1.0 - Complete iDoklad API v3 integration
• v1.1.0 - Enhanced PDF.co AI Parser with debugging
• v1.1.0 - Comprehensive admin interface
• v1.1.0 - Step-by-step debugging tools
• v1.1.0 - Complete testing suite

🆘 Support

Getting Help

1. Check Documentation - Review all documentation files
2. Use Debug Tools - Enable debug mode and check logs
3. Test Components - Use built-in testing tools
4. Check Troubleshooting - Review troubleshooting guide

Debug Information

When reporting issues, please include:

1. Plugin Version - Current version number
2. WordPress Version - WordPress version
3. PHP Version - PHP version
4. Error Logs - Relevant error log entries
5. Debug Output - Output from debug tools
6. Configuration - Relevant configuration settings

Contact

For support and questions:

• Review documentation files
• Check troubleshooting guide
• Use built-in testing tools
• Enable debug mode for detailed logging

📄 License

This plugin is licensed under GPL v2 or later.

🎯 Goals

This plugin aims to provide:

• Complete automation of invoice processing
• Robust error handling and recovery
• Comprehensive debugging tools
• Production-ready reliability
• Easy maintenance and troubleshooting

Version: 1.1.0
Last Updated: 2025-01-23
Compatibility: WordPress 5.0+, PHP 7.1+