使用 OCR、GPT-4 和 Salesforce 商机创建自动化发票处理

• •Salesforce OAuth 凭证
• •Google Drive API 凭证
• •可能需要目标 API 的认证凭证
• •OpenAI API Key

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      "position": [
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      "parameters": {
        "width": 464,
        "height": 912,
        "content": "# PDF发票提取器（AI）到Salesforce商机"
      },
      "typeVersion": 1
    },
    {
      "id": "e7665458-f2f8-4ad1-b318-1fbe4e3ff464",
      "name": "从文件提取",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
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      "parameters": {
        "options": {},
        "operation": "pdf"
      },
      "typeVersion": 1
    },
    {
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      "name": "Google Drive触发器",
      "type": "n8n-nodes-base.googleDriveTrigger",
      "position": [
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      ],
      "parameters": {
        "event": "fileCreated",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "triggerOn": "specificFolder",
        "folderToWatch": {
          "__rl": true,
          "mode": "list",
          "value": "125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
          "cachedResultUrl": "https://drive.google.com/drive/folders/125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
          "cachedResultName": "Sample"
        }
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "CfyGMYYwObyuC3Q6",
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      },
      "typeVersion": 1
    },
    {
      "id": "ce439fd0-ffcf-4891-a861-61fa62e57a38",
      "name": "向模型发送消息",
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      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "GPT-4.1"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "role": "system",
              "content": "=Role: You are a meticulous extractor. Given raw OCR text that may contain one or many tax invoices, return a normalized JSON array. Do not invent data. If a field is missing, use null (or []).\n\nInput\n- batch_text: {{ $json.text }}\n\nOutput\n- Return only a JSON array. Each element is one invoice with the schema:\n\n[\n  {\n    \"seller\": {\n      \"name\": \"string|null\",\n      \"tax_id\": \"string|null\",\n      \"address\": \"string|null\",\n      \"phone\": \"string|null\",\n      \"email\": \"string|null\",\n      \"bank_account\": \"string|null\",\n      \"bank_name\": \"string|null\",\n      \"bank_branch\": \"string|null\"\n    },\n    \"buyer\": {\n      \"name\": \"string|null\",\n      \"tax_id\": \"string|null\",\n      \"address\": \"string|null\",\n      \"phone\": \"string|null\",\n      \"buyer_representative\": \"string|null\"\n    },\n    \"invoice\": {\n      \"type\": \"string|null\",\n      \"issue_date\": \"YYYY-MM-DD|null\",\n      \"code\": \"string|null\",\n      \"symbol\": \"string|null\",\n      \"number\": \"string|null\",\n      \"payment_method\": \"string|null\",\n      \"currency\": \"string\",\n      \"lookup_url\": \"string|null\",\n      \"lookup_code\": \"string|null\"\n    },\n    \"products\": [\n      {\n        \"name\": \"string\",\n        \"description\": \"string|null\",\n        \"unit\": \"string|null\",\n        \"quantity\": \"number\",\n        \"unit_price\": \"number\",\n        \"discount_percent\": \"number|null\",\n        \"discount_amount\": \"number|null\",\n        \"subtotal_excl_vat\": \"number\",\n        \"tax_rate\": \"number|null\",\n        \"tax_amount\": \"number|null\",\n        \"line_total\": \"number|null\"\n      }\n    ],\n    \"summary\": {\n      \"total_discount\": \"number|null\",\n      \"subtotal_excl_vat\": \"number|null\",\n      \"vat_rate\": \"number|null\",\n      \"vat_amount\": \"number|null\",\n      \"grand_total\": \"number|null\",\n      \"amount_in_words\": \"string|null\"\n    },\n    \"software\": {\n      \"issuer\": \"string|null\",\n      \"issuer_tax_id\": \"string|null\",\n      \"notes\": \"string|null\"\n    },\n    \"parsing\": {\n      \"warnings\": [\"string\"],\n      \"assumptions\": [\"string\"]\n    }\n  }\n]\n\nLocale & normalization rules\n1) Currency & numbers:\n   - Detect currency (e.g., USD, EUR, GBP, VND, ₫, $, €).\n   - Remove thousands separators (., , or space).\n   - Interpret decimals by locale (e.g., “1,234.56” vs “1.234,56”).\n   - Use integers for zero-decimal currencies; otherwise decimals. If uncertain, keep decimal and add a warning.\n\n2) Dates:\n   - Normalize to YYYY-MM-DD from formats like dd/mm/yyyy, mm-dd-yyyy, yyyy.mm.dd, or “dd Month yyyy”.\n   - If ambiguous (e.g., 03/04/2024), infer from locale cues (currency/language). If still uncertain, set null and add a warning.\n\n3) Line wrapping:\n   - Merge wrapped product description lines until quantity/unit/price/tax columns or totals appear.\n\n4) Discounts:\n   - If only percent or amount present, compute the other when possible (round to nearest minor unit).\n   - If discount appears as a negative line, treat as discount_amount.\n\n5) Per-line taxes:\n   - Capture per-line Tax/VAT rate/amount if shown; otherwise set products[*].tax_rate and tax_amount = null and rely on summary vat_rate.\n\n6) Totals cross-check:\n   - sum(products.subtotal_excl_vat) ≈ summary.subtotal_excl_vat (±1 minor unit)\n   - summary.vat_amount ≈ round(subtotal_excl_vat * vat_rate/100)\n   - grand_total = subtotal_excl_vat + vat_amount\n   - If mismatch, keep parsed figures and append a parsing.warnings note.\n\nMulti-invoice splitting (critical)\n- Split batch_text into invoice blocks using anchors; each block = one invoice.\n\nPrimary anchors:\n- “TAX INVOICE”, “INVOICE”, “VAT INVOICE”, or similar header; OR\n- A cluster containing both “Serial/Symbol:” (or “Series:”) and “No./Number:” within ~10 lines.\n\nSecondary boundaries (helpful, not required):\n- “Tax Authority Code / QR / Validation Code” near header\n- “Amount in words:” or “Total amount payable:” near the end\n- Software footers (e.g., “Issued by … software”)\n\nHeuristic:\n- Start a new block when a header reappears or when “Series/Symbol:” and “No./Number:” occur after a prior “Total amount payable”.\n\nExtraction steps (per invoice block)\n1) Seller/Buyer:\n   - Anchors: Company/Organization, Tax ID/VAT No., Address, Phone, Email, Bank Account/IBAN, Bank Name, Branch.\n   - Buyer: Customer/Buyer Name, Tax ID (if any), Address, Phone, Buyer Representative/Contact.\n\n2) Invoice header:\n   - Type, Issue date, Tax authority code (if any), Code (internal), Symbol/Series, Number, Payment method, Currency, Lookup URL/Code (QR/portal).\n\n3) Items table:\n   - Detect headers like: No., Item/Service, Unit, Quantity, Unit Price, Amount, Discount %, Discount Amount, Net before VAT, Tax/VAT, Line Total.\n   - Rebuild wrapped descriptions; keep units as-is if unsure.\n\n4) Summary:\n   - Total discount, Subtotal excl. VAT, VAT rate, VAT amount, Grand total/Total payable, Amount in words, Lookup URL/code (if present).\n\n5) Software/Notes:\n   - E-invoicing platform or software issuer (name & tax ID if shown) and any footer notes.\n\n6) Validate & warn:\n   - Run cross-checks; record anomalies and assumptions (e.g., inferred decimal separator, currency, ambiguous date).\n\nStrict formatting\n- Output only the JSON array (no extra text).\n- All numeric fields must be JSON numbers.\n- Use UTF-8.\n- Do not guess missing data.\n\nAnti-hallucination\n- If a field is not explicitly present or reliably derivable, return null.\n- If per-line VAT isn’t printed, set products[*].tax_rate and tax_amount to null and compute only at summary level.\n- If headers are partially missing due to OCR, infer columns from value patterns (units, prices \\d[\\d.,]*, discounts %, etc.). If uncertain, add a warning.\n"
            },
            {}
          ]
        },
        "jsonOutput": true
      },
      "credentials": {
        "openAiApi": {
          "id": "ciKVFfcmd36noEnL",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "053cdfcf-65f6-4ec6-90fa-090a08da31c8",
      "name": "从Google下载文件",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        -1712,
        -144
      ],
      "parameters": {
        "fileId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.id }}"
        },
        "options": {},
        "operation": "download"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "CfyGMYYwObyuC3Q6",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "157f5cdc-de47-4f90-96ea-202636ac5016",
      "name": "更新文件到OneDrive",
      "type": "n8n-nodes-base.microsoftOneDrive",
      "position": [
        -1424,
        32
      ],
      "parameters": {
        "fileName": "={{ $json.name }}",
        "parentId": "folder_id_onedrive",
        "binaryData": true
      },
      "credentials": {
        "microsoftOneDriveOAuth2Api": {
          "id": "bvhIzbOLKeAfHCQc",
          "name": "Microsoft Drive account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "80f186d6-499e-4da2-a49e-a503de546be4",
      "name": "创建商机",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -656,
        -144
      ],
      "parameters": {
        "name": "={{ $('Message a model').item.json.message.content.invoice.code }}",
        "resource": "opportunity",
        "closeDate": "={{ $('Message a model').item.json.message.content.invoice.issue_date }}",
        "stageName": "Closed Won",
        "additionalFields": {
          "amount": "={{ $('Message a model').item.json.message.content.summary.grand_total }}",
          "accountId": "={{ $json.id }}"
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "LDbxyOy7NMH6fin9",
          "name": "Salesforce account 2"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "9f06013f-ff72-4f08-b72e-4b42931f393f",
      "name": "创建或更新账户",
      "type": "n8n-nodes-base.salesforce",
      "position": [
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      ],
      "parameters": {
        "name": "={{ $json.message.content.buyer.name }}",
        "resource": "account",
        "operation": "upsert",
        "externalId": "tax_id__c",
        "externalIdValue": "={{ $json.message.content.buyer.tax_id }}",
        "additionalFields": {}
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "LDbxyOy7NMH6fin9",
          "name": "Salesforce account 2"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "70336cbd-460f-4396-964c-196baf054d8f",
      "name": "构建SOQL",
      "type": "n8n-nodes-base.code",
      "position": [
        -352,
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      "parameters": {
        "jsCode": "//const { pricebook2Id, lines } = $json;\n\nconst pricebook2Id = '01sxxxxxxxxxxxxxxx'; // replace your pricebookID\nconst lines = $('Message a model').first().json.message.content.products; \n\nconst codes = [\n  ...new Set(\n    (lines || [])\n      .map((l) => String(l.name || \"\").trim())\n      .filter(Boolean)\n  ),\n];\n\nif (codes.length === 0) {\n  throw new Error(\"No product codes found in lines[].name\");\n}\n\n// Escape single quotes for SOQL\nconst soqlList = codes\n  .map((c) => `'${c.replace(/'/g, \"\\\\'\")}'`)\n  .join(\",\");\n\nconst soql = `\n  SELECT Id, Product2Id, Product2.ProductCode\n  FROM PricebookEntry\n  WHERE Pricebook2Id = '${pricebook2Id}'\n    AND Product2.ProductCode IN (${soqlList})\n`.trim();\n\nreturn [{ soql, codes }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "021cd4c3-82b4-4589-a523-bea9bd18ae11",
      "name": "查询价格手册条目",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -64,
        -144
      ],
      "parameters": {
        "query": "={{ $json.soql }}",
        "resource": "search"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "LDbxyOy7NMH6fin9",
          "name": "Salesforce account 2"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "cafe3e46-af7a-44eb-87b2-9fb34f7cb96b",
      "name": "JavaScript 代码",
      "type": "n8n-nodes-base.code",
      "position": [
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      ],
      "parameters": {
        "jsCode": "// Input assumptions (no Set node):\n// - This Function runs after your SOQL HTTP node.\n// - The current item ($json) contains:\n//   • records: array of PricebookEntry rows (from SOQL)\n//   • opportunityId: the target Opportunity Id\n//   • lines: your source line array (with name, quantity, unit_price, discount_amount, ...)\n\nconst oppId = $('Create an opportunity').first().json.id;\nif (!oppId) {\n  throw new Error(\"Missing opportunityId in input.\");\n}\n\nconst lines = Array.isArray($('Message a model').first().json.message.content.products) ? $('Message a model').first().json.message.content.products : [];\nif (lines.length === 0) {\n  throw new Error(\"Missing or empty lines array in input.\");\n}\n\nconst pbeRecords = Array.isArray($input.all()) ? $input.all() : [];\n\nif (pbeRecords.length === 0) {\n  throw new Error(\"Missing SOQL result records in input (records[]).\");\n}\n\n\n\n// Build ProductCode → PricebookEntryId map\nconst pbeByCode = new Map();\nfor (const r of pbeRecords) {\n  const code = r?.json.Product2?.ProductCode;\n  const id = r?.json.Id;\n  if (code && id) pbeByCode.set(String(code).trim(), id);\n}\nconsole.log(pbeByCode)\n// Build OpportunityLineItem payloads\nconst records = [];\nfor (const line of lines) {\n  const productCode = String(line.name || \"\").trim();\n  const pbeId = pbeByCode.get(productCode);\n\n  if (!pbeId) {\n    throw new Error(`No PricebookEntry found for ProductCode '${productCode}'.`);\n  }\n\n  const qty = Number(line.quantity ?? 0) || 0;\n  const unitPrice = Number(line.unit_price ?? 0) || 0;\n\n  // Convert total discount to per-unit Discount field\n  const totalDiscount = Number(line.discount_amount ?? 0) || 0;\n  const perUnitDiscount = qty > 0 ? totalDiscount / qty : 0;\n\n  records.push({\n    attributes: { type: \"OpportunityLineItem\" },\n    OpportunityId: oppId,\n    PricebookEntryId: pbeId,\n    Quantity: qty,\n    UnitPrice: unitPrice,\n  });\n}\n\nreturn [{ body: { allOrNone: false, records } }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "22eb1f99-b562-4160-bf89-6b0dd890a308",
      "name": "创建商机产品线",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        576,
        -144
      ],
      "parameters": {
        "url": "=https://mydomain.salesforce.com/services/data/v65.0/composite/sobjects",
        "method": "POST",
        "options": {},
        "jsonBody": "={{ $json.body }}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "salesforceOAuth2Api"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "LDbxyOy7NMH6fin9",
          "name": "Salesforce account 2"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "39ef7a5e-6825-4583-b9d2-dbc534bb7c5c",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2048,
        -448
      ],
      "parameters": {
        "width": 256,
        "height": 272,
        "content": "## 1) Google Drive触发器"
      },
      "typeVersion": 1
    },
    {
      "id": "99e69d7e-2ad1-40ef-b476-5ae869e5f927",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1776,
        -448
      ],
      "parameters": {
        "height": 272,
        "content": "## 2) 从Drive下载"
      },
      "typeVersion": 1
    },
    {
      "id": "0830b83e-19f5-489e-a9bd-1eb3e1f7e50b",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1520,
        -448
      ],
      "parameters": {
        "width": 224,
        "height": 272,
        "content": "## 3) 从文件提取"
      },
      "typeVersion": 1
    },
    {
      "id": "edb057fe-1446-4aec-929b-7022c9704ee1",
      "name": "便签说明4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1280,
        -512
      ],
      "parameters": {
        "width": 256,
        "height": 352,
        "content": "## 4) 消息模型（JSON）"
      },
      "typeVersion": 1
    },
    {
      "id": "4f193f7a-2f69-4eb3-9ee6-e15bd50236d3",
      "name": "便签说明5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1008,
        -512
      ],
      "parameters": {
        "height": 352,
        "content": "## 5) Salesforce：更新账户（买家）"
      },
      "typeVersion": 1
    },
    {
      "id": "12811762-358e-4cb7-aec6-92f9f93d47ae",
      "name": "便签 6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -752,
        -576
      ],
      "parameters": {
        "width": 304,
        "height": 416,
        "content": "## 6) Salesforce：创建商机"
      },
      "typeVersion": 1
    },
    {
      "id": "0c2e625e-0062-480f-b394-45ea687db779",
      "name": "便签 7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -432,
        -384
      ],
      "parameters": {
        "width": 288,
        "height": 224,
        "content": "## 7) 代码：构建SOQL（价格手册条目）"
      },
      "typeVersion": 1
    },
    {
      "id": "9b390d82-6233-4d6f-b606-64efadddd654",
      "name": "## 为什么选择 4o 模型？👆",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -128,
        -352
      ],
      "parameters": {
        "height": 192,
        "content": "## 8) Salesforce：查询价格手册条目"
      },
      "typeVersion": 1
    },
    {
      "id": "b4ca0bf1-925c-40c6-ba35-208e70a63be1",
      "name": "便签 9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        128,
        -528
      ],
      "parameters": {
        "width": 320,
        "height": 368,
        "content": "## 9) 代码：构建商机产品线载荷"
      },
      "typeVersion": 1
    },
    {
      "id": "0d8dcf4b-77d7-439f-b345-f0fcec555b01",
      "name": "便签10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        -464
      ],
      "parameters": {
        "width": 272,
        "height": 272,
        "content": "## 10) HTTP请求：创建商机产品线"
      },
      "typeVersion": 1
    },
    {
      "id": "73d319ea-e10d-4f10-8132-63976a3cfacf",
      "name": "便签11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1488,
        176
      ],
      "parameters": {
        "height": 272,
        "content": "## 11) 上传到OneDrive"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "Build SOQL": {
      "main": [
        [
          {
            "node": "Query PricebookEntries",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Message a model": {
      "main": [
        [
          {
            "node": "Create or update an account",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract from File": {
      "main": [
        [
          {
            "node": "Message a model",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Code in JavaScript": {
      "main": [
        [
          {
            "node": "Create Opportunity Line Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Drive Trigger": {
      "main": [
        [
          {
            "node": "Download File From Google",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create an opportunity": {
      "main": [
        [
          {
            "node": "Build SOQL",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Query PricebookEntries": {
      "main": [
        [
          {
            "node": "Code in JavaScript",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Download File From Google": {
      "main": [
        [
          {
            "node": "Extract from File",
            "type": "main",
            "index": 0
          },
          {
            "node": "Update File to One Drive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create or update an account": {
      "main": [
        [
          {
            "node": "Create an opportunity",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Opportunity Line Items": {
      "main": [
        []
      ]
    }
  }
}