Desktop Automation with Image Recognition and OCR
Desktop automation using images templates and OCR
This robot demonstrates automating a desktop application with image recognition and OCR. The system being automated is a cross-platform free accounting software called GnuCash. This demo uses a mock account and checks the current net assets.
Most of the interaction happens by locating a desired text by OCR. Regions and offsets are involved too, e.g. when you want to type text into an input field with a text label next to it, you first find the label, then get a region or offset relative to that text and click there.
For educational purposes both Python and Robot Framework keyword implementations are included. This is still a Robot Framework robot - just with an alternative way to define keywords.
Note about OCR
OCR refers to recognizing characters, words, and text in general. Image recognition is more generic (and simpler) and might refer to the recognition of, e.g. colors and shapes.
OCR or image recognition based automation is usually the last resort in automation. When thinking whether you should use OCR to automate your application, first investigate if you could:
- Read the raw data programmatically
- Use native UI selectors
- Use UI hotkeys
- Use the clipboard
Usually image recognition must be used when dealing with Citrix (or similar). Even then hotkeys and the clipboard are oftentimes more reliable than pure OCR.
Another use case for OCR is reading text from documents (PDF, JPEG), this demo does not consider that use case at all.
This robot assumes the running environment has a functional installation of GnuCash. All other dependencies are handled by RCC and conda.yaml.