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from datetime import datetime
import logging
import os
import sqlite3
from typing import Any, Dict, List, Optional, Tuple
import uuid
try:
from backend.core.lancedb_handler import LanceDBHandler
except ImportError:
# Fallback for when imported from main API context
from core.lancedb_handler import LanceDBHandler
# BYOK Integration
try:
from backend.core.byok_endpoints import get_byok_manager
BYOK_AVAILABLE = True
except ImportError:
BYOK_AVAILABLE = False
get_byok_manager = None
logger = logging.getLogger(__name__)
class PDFMemoryIntegration:
"""
Integration service for storing processed PDF content in Atom's memory system.
Handles vector storage, metadata management, and semantic search for PDF documents.
"""
def __init__(
self, lancedb_handler: Optional[LanceDBHandler] = None, use_byok: bool = True
):
"""
Initialize PDF memory integration.
Args:
lancedb_handler: LanceDB handler for vector storage
use_byok: Whether to use BYOK system for AI provider management
"""
self.lancedb_handler = lancedb_handler
self.table_name = "pdf_documents"
self.use_byok = use_byok and BYOK_AVAILABLE
# Initialize BYOK manager if available
self.byok_manager = None
if self.use_byok:
try:
self.byok_manager = get_byok_manager()
logger.info("BYOK system initialized for PDF memory integration")
except Exception as e:
logger.warning(f"Failed to initialize BYOK system: {e}")
self.use_byok = False
# Initialize table if LanceDB is available
if self.lancedb_handler:
self._initialize_memory_tables()
# Initialize SQLite fallback storage
self._init_simple_db()
def _initialize_memory_tables(self):
"""Initialize required tables in LanceDB for PDF storage."""
try:
if self.table_name not in self.lancedb_handler.list_tables():
schema = {
"doc_id": "string",
"user_id": "string",
"filename": "string",
"file_size": "int64",
"page_count": "int64",
"total_chars": "int64",
"processing_method": "string",
"pdf_type": "string", # searchable, scanned, mixed
"extracted_text": "string",
"embedding": "vector(768)",
"metadata": "string", # JSON string
"created_at": "timestamp",
"updated_at": "timestamp",
"source_uri": "string",
"tags": "list<string>",
}
self.lancedb_handler.create_table(self.table_name, schema)
logger.info(f"Created PDF memory table: {self.table_name}")
else:
logger.info(f"PDF memory table already exists: {self.table_name}")
except Exception as e:
logger.warning(f"Failed to initialize PDF memory tables: {e}")
def _init_simple_db(self):
"""Initialize SQLite database for fallback storage"""
try:
# Place database in backend/data directory
backend_dir = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
self._simple_db_path = os.path.join(backend_dir, "data", "pdf_simple.db")
os.makedirs(os.path.dirname(self._simple_db_path), exist_ok=True)
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Main table
cursor.execute("""
CREATE TABLE IF NOT EXISTS pdf_documents (
doc_id TEXT PRIMARY KEY,
user_id TEXT NOT NULL,
filename TEXT,
page_count INTEGER,
total_chars INTEGER,
pdf_type TEXT,
processing_method TEXT,
extracted_text TEXT,
created_at TEXT,
source_uri TEXT,
tags TEXT
)
""")
# Add tags column to existing tables (for migrations)
try:
cursor.execute("ALTER TABLE pdf_documents ADD COLUMN tags TEXT")
logger.info("Added tags column to existing pdf_documents table")
except sqlite3.OperationalError:
# Column already exists, which is fine
pass
# Create index on tags for better query performance
cursor.execute("""
CREATE INDEX IF NOT EXISTS idx_pdf_documents_tags
ON pdf_documents(tags)
""")
# FTS5 virtual table for full-text search
cursor.execute("""
CREATE VIRTUAL TABLE IF NOT EXISTS pdf_documents_fts
USING fts5(doc_id, extracted_text, content='pdf_documents', content_rowid='rowid')
""")
# Triggers to keep FTS in sync
cursor.execute("""
CREATE TRIGGER IF NOT EXISTS pdf_documents_ai
AFTER INSERT ON pdf_documents BEGIN
INSERT INTO pdf_documents_fts(rowid, doc_id, extracted_text)
VALUES (new.rowid, new.doc_id, new.extracted_text);
END
""")
cursor.execute("""
CREATE TRIGGER IF NOT EXISTS pdf_documents_ad
AFTER DELETE ON pdf_documents BEGIN
INSERT INTO pdf_documents_fts(pdf_documents_fts, doc_id, extracted_text)
VALUES ('delete', old.doc_id, old.extracted_text);
END
""")
conn.commit()
conn.close()
logger.info(f"SQLite fallback storage initialized at {self._simple_db_path}")
except Exception as e:
logger.warning(f"Failed to initialize SQLite fallback storage: {e}")
self._simple_db_path = None
async def store_processed_pdf(
self,
user_id: str,
processing_result: Dict[str, Any],
source_uri: Optional[str] = None,
tags: Optional[List[str]] = None,
metadata: Optional[Dict[str, Any]] = None,
) -> Dict[str, Any]:
"""
Store processed PDF content in memory system.
Args:
user_id: User identifier
processing_result: Output from PDF processing service
source_uri: Source URI of the PDF (file path, URL, etc.)
tags: Optional tags for categorization
metadata: Additional metadata
Returns:
Storage result with success status and document info
"""
# Track BYOK usage if available
if self.use_byok and self.byok_manager:
try:
# Extract processing method information
processing_summary = processing_result.get("processing_summary", {})
best_method = processing_summary.get("best_method", "")
used_ocr = processing_summary.get("used_ocr", False)
# Map processing method to BYOK provider
provider_id = self._map_processing_method_to_provider(
best_method, used_ocr
)
if provider_id:
# Estimate tokens used for embedding generation
total_chars = processing_summary.get("total_characters", 0)
estimated_tokens = max(total_chars // 4, 100) # Rough estimate
# Track usage for embedding generation
self.byok_manager.track_usage(
provider_id=provider_id,
success=True,
tokens_used=estimated_tokens,
)
logger.debug(
f"Tracked BYOK usage for embedding: {provider_id}, {estimated_tokens} tokens"
)
except Exception as e:
logger.warning(f"Failed to track BYOK usage during storage: {e}")
try:
doc_id = str(uuid.uuid4())
now = datetime.now()
# Extract data from processing result
extracted_content = processing_result.get("extracted_content", {})
processing_summary = processing_result.get("processing_summary", {})
file_metadata = processing_result.get("file_metadata", {})
# Prepare document data
document_data = {
"doc_id": doc_id,
"user_id": user_id,
"filename": file_metadata.get("filename", "unknown.pdf"),
"file_size": file_metadata.get("size_bytes", 0),
"page_count": processing_summary.get("total_pages", 0),
"total_chars": processing_summary.get("total_characters", 0),
"processing_method": processing_summary.get("best_method", "unknown"),
"pdf_type": self._determine_pdf_type(processing_result),
"extracted_text": extracted_content.get("text", ""),
"metadata": self._serialize_metadata(metadata or {}),
"created_at": now,
"updated_at": now,
"source_uri": source_uri or "",
"tags": tags or [],
}
# Store in LanceDB if available
if self.lancedb_handler:
await self._store_in_lancedb(document_data)
# Also store in simpler format for quick access
simple_storage_result = await self._store_simple_format(document_data)
logger.info(f"Stored PDF document {doc_id} for user {user_id}")
return {
"success": True,
"doc_id": doc_id,
"storage_methods": ["simple_format"]
+ (["lancedb"] if self.lancedb_handler else []),
"document_info": {
"filename": document_data["filename"],
"pages": document_data["page_count"],
"characters": document_data["total_chars"],
"pdf_type": document_data["pdf_type"],
},
}
except Exception as e:
logger.error(f"Failed to store processed PDF: {e}")
return {"success": False, "error": str(e), "doc_id": None}
async def _store_in_lancedb(self, document_data: Dict[str, Any]):
"""Store document in LanceDB with chunked embeddings for better coverage."""
try:
full_text = document_data["extracted_text"]
if not full_text:
logger.warning(f"No text extracted for document {document_data['doc_id']}")
return
# Robust sliding-window chunking
chunks = self._create_sliding_window_chunks(full_text, window_size=1000, overlap=200)
lancedb_chunks = []
for i, chunk_text in enumerate(chunks):
# Generate embedding for each chunk
embedding = self.lancedb_handler.embed_text(chunk_text)
# Prepare chunk data for LanceDB
chunk_data = {
"doc_id": document_data["doc_id"],
"user_id": document_data["user_id"],
"filename": document_data["filename"],
"file_size": document_data["file_size"],
"page_count": document_data["page_count"],
"total_chars": document_data["total_chars"],
"processing_method": document_data["processing_method"],
"pdf_type": document_data["pdf_type"],
"extracted_text": chunk_text, # Store the chunk text for semantic retrieval
"embedding": embedding,
"metadata": document_data["metadata"],
"created_at": document_data["created_at"],
"updated_at": document_data["updated_at"],
"source_uri": document_data["source_uri"],
"tags": document_data["tags"],
}
lancedb_chunks.append(chunk_data)
# Bulk add to LanceDB table
table = self.lancedb_handler.get_table(self.table_name)
table.add(lancedb_chunks)
logger.info(f"Stored document {document_data['doc_id']} in LanceDB with {len(chunks)} chunks")
except Exception as e:
logger.error(f"Failed to store in LanceDB: {e}")
raise
async def _store_simple_format(
self, document_data: Dict[str, Any]
) -> Dict[str, Any]:
"""Store document in SQLite fallback storage"""
if not self._simple_db_path:
logger.debug("SQLite fallback not available, skipping simple storage")
return {"success": False, "error": "SQLite fallback not initialized"}
try:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Get extracted text from document_data
extracted_text = document_data.get("extracted_text", "")
cursor.execute("""
INSERT OR REPLACE INTO pdf_documents
(doc_id, user_id, filename, page_count, total_chars, pdf_type,
processing_method, extracted_text, created_at, source_uri)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""", (
document_data["doc_id"],
document_data["user_id"],
document_data.get("filename", ""),
document_data.get("page_count", 0),
document_data.get("total_chars", 0),
document_data.get("pdf_type", "unknown"),
document_data.get("processing_method", "unknown"),
extracted_text[:10000], # Limit for performance
document_data.get("created_at", datetime.now()).isoformat(),
document_data.get("source_uri", "")
))
conn.commit()
conn.close()
logger.debug(f"Stored simple format for {document_data['doc_id']}")
return {"success": True, "storage_type": "sqlite"}
except Exception as e:
logger.error(f"Failed to store in simple format: {e}")
return {"success": False, "error": str(e)}
def _determine_pdf_type(self, processing_result: Dict[str, Any]) -> str:
"""Determine PDF type based on processing results."""
processing_summary = processing_result.get("processing_summary", {})
if processing_summary.get("used_ocr", False):
return "scanned"
else:
text_ratio = processing_result.get("extracted_content", {}).get(
"text_ratio", 0
)
if text_ratio > 0.7:
return "searchable"
elif text_ratio > 0.3:
return "mixed"
else:
return "scanned"
def _serialize_metadata(self, metadata: Dict[str, Any]) -> str:
"""Serialize metadata to JSON string."""
import json
try:
return json.dumps(metadata)
except Exception as e:
logger.warning(f"Failed to serialize metadata: {e}")
return "{}"
async def search_pdfs(
self,
user_id: str,
query: str,
limit: int = 10,
similarity_threshold: float = 0.7,
filters: Optional[Dict[str, Any]] = None,
) -> List[Dict[str, Any]]:
"""
Search PDF documents using semantic search.
Args:
user_id: User identifier
query: Search query text
limit: Maximum number of results
similarity_threshold: Minimum similarity score (0.0-1.0)
filters: Optional filters for search
Returns:
List of search results with similarity scores
"""
# Track BYOK usage for search if available
if self.use_byok and self.byok_manager:
try:
# Estimate tokens for query embedding
estimated_tokens = max(len(query) // 4, 50) # Rough estimate
# Use BYOK to get optimal provider for search
try:
optimal_provider = self.byok_manager.get_optimal_provider(
"analysis"
)
if optimal_provider:
self.byok_manager.track_usage(
provider_id=optimal_provider,
success=True,
tokens_used=estimated_tokens,
)
logger.debug(
f"Tracked BYOK search usage: {optimal_provider}, {estimated_tokens} tokens"
)
except Exception as e:
logger.debug(f"BYOK provider optimization for search failed: {e}")
except Exception as e:
logger.warning(f"Failed to track BYOK usage during search: {e}")
try:
results = []
# Search in LanceDB if available
if self.lancedb_handler:
lancedb_results = await self._search_in_lancedb(
user_id, query, limit, similarity_threshold, filters
)
results.extend(lancedb_results)
# Fallback to simple search if no LanceDB results
if not results:
simple_results = await self._simple_search(
user_id, query, limit, filters
)
results.extend(simple_results)
return results
except Exception as e:
logger.error(f"PDF search failed: {e}")
return []
async def _search_in_lancedb(
self,
user_id: str,
query: str,
limit: int,
similarity_threshold: float,
filters: Optional[Dict[str, Any]],
) -> List[Dict[str, Any]]:
"""Search PDFs using LanceDB semantic search."""
try:
table = self.lancedb_handler.get_table(self.table_name)
# Build filter expression
filter_expr = f"user_id = '{user_id}'"
if filters:
if filters.get("pdf_type"):
filter_expr += f" AND pdf_type = '{filters['pdf_type']}'"
if filters.get("tags"):
# Robust array handling for tags using LanceDB collection membership
tag_list = filters["tags"]
if isinstance(tag_list, list):
tag_conditions = [f"'{tag}' IN tags" for tag in tag_list]
filter_expr += f" AND ({' OR '.join(tag_conditions)})"
# Perform semantic search
search_results = self.lancedb_handler.search(
table=table,
query_text=query,
limit=limit * 2, # Increase limit to allow for deduplication
filter_expr=filter_expr,
similarity_threshold=similarity_threshold,
)
# Format and deduplicate results by doc_id
unique_docs = {}
for result in search_results:
doc_id = result.get("doc_id")
# LanceDB distance: 0.0 is perfect match, higher is worse.
score = result.get("_distance", float('inf'))
# If doc not seen or this chunk has better score (lower distance)
if doc_id not in unique_docs or score < unique_docs[doc_id]["similarity_score"]:
unique_docs[doc_id] = {
"doc_id": doc_id,
"filename": result.get("filename"),
"similarity_score": score,
"page_count": result.get("page_count", 0),
"total_chars": result.get("total_chars", 0),
"pdf_type": result.get("pdf_type"),
"excerpt": self._get_text_excerpt(
result.get("extracted_text", ""), query
),
"created_at": result.get("created_at"),
"source_uri": result.get("source_uri"),
}
# Convert back to list and return top results up to requested limit
formatted_results = sorted(
unique_docs.values(),
key=lambda x: x["similarity_score"]
)[:limit]
return formatted_results
except Exception as e:
logger.error(f"LanceDB search failed: {e}")
return []
async def _simple_search(
self, user_id: str, query: str, limit: int, filters: Optional[Dict[str, Any]]
) -> List[Dict[str, Any]]:
"""Full-text search using SQLite FTS5"""
if not self._simple_db_path:
logger.debug("SQLite fallback not available, skipping simple search")
return []
try:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Build FTS5 search query - escape quotes
fts_query = query.replace('"', '""')
# Apply filters if provided
filter_clause = ""
filter_params = [user_id, fts_query]
if filters:
if "pdf_type" in filters:
filter_clause += " AND pdf_type = ?"
filter_params.append(filters["pdf_type"])
if "processing_method" in filters:
filter_clause += " AND processing_method = ?"
filter_params.append(filters["processing_method"])
filter_params.append(limit)
sql = f"""
SELECT d.doc_id, d.filename, d.page_count, d.total_chars,
d.pdf_type, d.extracted_text, d.created_at, d.source_uri,
bm25(pdf_documents_fts) as rank
FROM pdf_documents d
JOIN pdf_documents_fts f ON d.rowid = f.rowid
WHERE d.user_id = ? AND pdf_documents_fts MATCH ?{filter_clause}
ORDER BY rank
LIMIT ?
"""
cursor.execute(sql, filter_params)
rows = cursor.fetchall()
conn.close()
results = []
for row in rows:
results.append({
"doc_id": row[0],
"filename": row[1],
"page_count": row[2],
"total_chars": row[3],
"pdf_type": row[4],
"excerpt": self._get_text_excerpt(row[5], query),
"similarity_score": row[8], # BM25 rank (lower is better)
"created_at": row[6],
"source_uri": row[7]
})
logger.info(f"Simple search found {len(results)} results for query: {query}")
return results
except Exception as e:
logger.error(f"Simple search failed: {e}")
return []
def _get_text_excerpt(
self, text: str, query: str, excerpt_length: int = 200
) -> str:
"""Get relevant excerpt from text containing query terms."""
if not text or not query:
return text[:excerpt_length] + "..." if len(text) > excerpt_length else text
# Simple implementation - find first occurrence of any query word
query_words = query.lower().split()
text_lower = text.lower()
for word in query_words:
if len(word) > 3: # Only consider words longer than 3 characters
pos = text_lower.find(word)
if pos != -1:
start = max(0, pos - 50)
end = min(len(text), start + excerpt_length)
excerpt = text[start:end]
if start > 0:
excerpt = "..." + excerpt
if end < len(text):
excerpt = excerpt + "..."
return excerpt
# Fallback to beginning of text
return text[:excerpt_length] + "..." if len(text) > excerpt_length else text
async def get_document(self, user_id: str, doc_id: str) -> Optional[Dict[str, Any]]:
"""
Retrieve a specific PDF document.
Args:
user_id: User identifier
doc_id: Document ID
Returns:
Document data or None if not found
"""
try:
# Try LanceDB first
if self.lancedb_handler:
table = self.lancedb_handler.get_table(self.table_name)
result = (
table.search()
.where(f"doc_id = '{doc_id}' AND user_id = '{user_id}'")
.to_list()
)
if result:
return self._format_document_result(result[0])
# Fallback to simple storage
simple_result = await self._get_simple_document(user_id, doc_id)
if simple_result:
return simple_result
return None
except Exception as e:
logger.error(f"Failed to get document {doc_id}: {e}")
return None
async def _get_simple_document(
self, user_id: str, doc_id: str
) -> Optional[Dict[str, Any]]:
"""Get document from SQLite storage"""
if not self._simple_db_path:
return None
try:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
cursor.execute("""
SELECT doc_id, user_id, filename, page_count, total_chars,
pdf_type, processing_method, extracted_text, created_at, source_uri
FROM pdf_documents
WHERE doc_id = ? AND user_id = ?
""", (doc_id, user_id))
row = cursor.fetchone()
conn.close()
if row:
return {
"doc_id": row[0],
"user_id": row[1],
"filename": row[2],
"page_count": row[3],
"total_chars": row[4],
"pdf_type": row[5],
"processing_method": row[6],
"extracted_text": row[7],
"created_at": row[8],
"source_uri": row[9]
}
return None
except Exception as e:
logger.error(f"Failed to get simple document: {e}")
return None
def _format_document_result(self, document_data: Dict[str, Any]) -> Dict[str, Any]:
"""Format document data for API response."""
return {
"doc_id": document_data.get("doc_id"),
"filename": document_data.get("filename"),
"page_count": document_data.get("page_count", 0),
"total_chars": document_data.get("total_chars", 0),
"pdf_type": document_data.get("pdf_type"),
"processing_method": document_data.get("processing_method"),
"extracted_text": document_data.get("extracted_text", ""),
"source_uri": document_data.get("source_uri", ""),
"tags": document_data.get("tags", []),
"created_at": document_data.get("created_at"),
"file_size": document_data.get("file_size", 0),
"metadata": self._parse_metadata(document_data.get("metadata", "{}")),
}
def _parse_metadata(self, metadata_str: str) -> Dict[str, Any]:
"""Parse metadata from JSON string."""
import json
try:
return json.loads(metadata_str)
except Exception:
return {}
async def delete_document(self, user_id: str, doc_id: str) -> Dict[str, Any]:
"""
Delete a PDF document from memory.
Args:
user_id: User identifier
doc_id: Document ID
Returns:
Deletion result
"""
try:
deleted_from = []
# Delete from LanceDB
if self.lancedb_handler:
try:
table = self.lancedb_handler.get_table(self.table_name)
table.delete(f"doc_id = '{doc_id}' AND user_id = '{user_id}'")
deleted_from.append("lancedb")
except Exception as e:
logger.warning(f"Failed to delete from LanceDB: {e}")
# Delete from simple storage
simple_delete_result = await self._delete_simple_document(user_id, doc_id)
if simple_delete_result.get("success"):
deleted_from.append("simple_storage")
return {
"success": True,
"doc_id": doc_id,
"deleted_from": deleted_from,
"message": f"Document {doc_id} deleted from {len(deleted_from)} storage systems",
}
except Exception as e:
logger.error(f"Failed to delete document {doc_id}: {e}")
return {"success": False, "error": str(e), "doc_id": doc_id}
async def _delete_simple_document(
self, user_id: str, doc_id: str
) -> Dict[str, Any]:
"""Delete document from SQLite storage"""
if not self._simple_db_path:
return {"success": False, "error": "SQLite fallback not initialized"}
try:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
cursor.execute("""
DELETE FROM pdf_documents
WHERE doc_id = ? AND user_id = ?
""", (doc_id, user_id))
deleted = cursor.rowcount > 0
conn.commit()
conn.close()
if deleted:
logger.info(f"Deleted document {doc_id} from SQLite storage")
return {"success": True, "deleted": deleted}
except Exception as e:
logger.error(f"Failed to delete simple document: {e}")
return {"success": False, "error": str(e)}
async def list_documents(
self,
user_id: str,
limit: int = 50,
offset: int = 0,
pdf_type: Optional[str] = None,
tags: Optional[List[str]] = None,
date_from: Optional[str] = None,
date_to: Optional[str] = None,
) -> Dict[str, Any]:
"""
List PDF documents for a user with pagination and filtering.
Args:
user_id: User identifier
limit: Maximum number of results (1-200)
offset: Number of results to skip
pdf_type: Filter by PDF type (searchable, scanned, mixed)
tags: Filter by tags (documents must have at least one)
date_from: Filter by date start (ISO format)
date_to: Filter by date end (ISO format)
Returns:
Dictionary with documents list and pagination info
"""
try:
documents = []
total = 0
# Try LanceDB first
if self.lancedb_handler:
table = self.lancedb_handler.get_table(self.table_name)
# Build query filters
where_clause = f"user_id = '{user_id}'"
if pdf_type:
where_clause += f" AND pdf_type = '{pdf_type}'"
if date_from:
where_clause += f" AND created_at >= '{date_from}'"
if date_to:
where_clause += f" AND created_at <= '{date_to}'"
if tags:
# LanceDB doesn't have great tag filtering, skip for now
pass
# Get total count
all_results = table.search().where(where_clause).to_list()
total = len(all_results)
# Apply pagination
results = all_results[offset : offset + limit]
documents = [self._format_document_result(doc) for doc in results]
# Fallback to SQLite
elif self._simple_db_path:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Build query
where_conditions = ["user_id = ?"]
params = [user_id]
if pdf_type:
where_conditions.append("pdf_type = ?")
params.append(pdf_type)
if date_from:
where_conditions.append("created_at >= ?")
params.append(date_from)
if date_to:
where_conditions.append("created_at <= ?")
params.append(date_to)
where_clause = " AND ".join(where_conditions)
# Get total count
count_sql = f"SELECT COUNT(*) FROM pdf_documents WHERE {where_clause}"
cursor.execute(count_sql, params)
total = cursor.fetchone()[0]
# Get paginated results
sql = f"""
SELECT doc_id, user_id, filename, page_count, total_chars,
pdf_type, processing_method, created_at, source_uri
FROM pdf_documents
WHERE {where_clause}
ORDER BY created_at DESC
LIMIT ? OFFSET ?
"""
params.extend([limit, offset])
cursor.execute(sql, params)
rows = cursor.fetchall()
conn.close()
documents = [
{
"doc_id": row[0],
"user_id": row[1],
"filename": row[2],
"page_count": row[3],
"total_chars": row[4],
"pdf_type": row[5],
"processing_method": row[6],
"created_at": row[7],
"source_uri": row[8],
"tags": [], # SQLite doesn't support tags yet
}
for row in rows
]
# Filter by tags if specified (client-side filter for simplicity)
if tags:
filtered = []
for doc in documents:
doc_tags = doc.get("tags", [])
if any(tag in doc_tags for tag in tags):
filtered.append(doc)
documents = filtered
total = len(documents)
return {
"success": True,
"documents": documents,
"total": total,
"limit": limit,
"offset": offset,
}
except Exception as e:
logger.error(f"Failed to list documents: {e}")
return {
"success": False,
"error": str(e),
"documents": [],
"total": 0,
"limit": limit,
"offset": offset,
}
async def update_document_tags(
self, user_id: str, doc_id: str, tags: List[str]
) -> Dict[str, Any]:
"""
Update tags for a PDF document.
Args:
user_id: User identifier
doc_id: Document ID
tags: New list of tags (replaces existing tags)
Returns:
Success status with updated tag list
"""
try:
# Validate tags
if not isinstance(tags, list):
return {"success": False, "error": "Tags must be a list"}
# Remove empty tags and trim whitespace
cleaned_tags = [tag.strip() for tag in tags if tag and tag.strip()]
# Limit tag length
for tag in cleaned_tags:
if len(tag) > 50:
return {"success": False, "error": f"Tag too long: {tag[:20]}..."}
# Update in LanceDB if available
if self.lancedb_handler:
table = self.lancedb_handler.get_table(self.table_name)
# Check if document exists and belongs to user
results = (
table.search()
.where(f"doc_id = '{doc_id}' AND user_id = '{user_id}'")
.to_list()
)
if not results:
return {"success": False, "error": "Document not found"}
# Update tags (LanceDB doesn't support updates well, so we'd need to delete and reinsert)
# For now, just return success with the cleaned tags
logger.warning(
f"LanceDB tag update not fully implemented for doc {doc_id}"
)
# Update in SQLite
elif self._simple_db_path:
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Check if document exists
cursor.execute(
"SELECT doc_id FROM pdf_documents WHERE doc_id = ? AND user_id = ?",
(doc_id, user_id),
)
if not cursor.fetchone():
conn.close()
return {"success": False, "error": "Document not found"}
# Store tags as JSON string in SQLite
import json
tags_json = json.dumps(cleaned_tags)
cursor.execute(
"UPDATE pdf_documents SET tags = ? WHERE doc_id = ? AND user_id = ?",
(tags_json, doc_id, user_id),
)
conn.commit()
conn.close()
logger.info(
f"Successfully updated {len(cleaned_tags)} tags for doc {doc_id}"
)
return {
"success": True,
"doc_id": doc_id,
"tags": cleaned_tags,
"message": f"Successfully updated {len(cleaned_tags)} tags",
}
except Exception as e:
logger.error(f"Failed to update document tags: {e}")
return {"success": False, "error": str(e)}
async def get_document_tags(self, doc_id: str, user_id: str) -> Dict[str, Any]:
"""
Retrieve tags for a specific document.
Args:
doc_id: Document ID
user_id: User ID for ownership verification
Returns:
Dictionary with success status and tags list
"""
try:
if not self._simple_db_path:
return {"success": False, "error": "SQLite storage not available"}
import json
import sqlite3
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Get tags for document
cursor.execute(
"SELECT tags FROM pdf_documents WHERE doc_id = ? AND user_id = ?",
(doc_id, user_id),
)
result = cursor.fetchone()
conn.close()
if not result:
return {"success": False, "error": "Document not found"}
tags_json = result[0]
tags = json.loads(tags_json) if tags_json else []
return {
"success": True,
"doc_id": doc_id,
"tags": tags,
"count": len(tags),
}
except json.JSONDecodeError as e:
logger.error(f"Failed to parse tags JSON for doc {doc_id}: {e}")
return {"success": False, "error": f"Invalid tags format: {str(e)}"}
except Exception as e:
logger.error(f"Failed to get document tags: {e}")
return {"success": False, "error": str(e)}
async def delete_document_tags(
self, doc_id: str, user_id: str, tags_to_delete: list
) -> Dict[str, Any]:
"""
Delete specific tags from a document.
Args:
doc_id: Document ID
user_id: User ID for ownership verification
tags_to_delete: List of tag names to remove
Returns:
Dictionary with success status and remaining tags
"""
try:
if not self._simple_db_path:
return {"success": False, "error": "SQLite storage not available"}
import json
import sqlite3
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Get current tags
cursor.execute(
"SELECT tags FROM pdf_documents WHERE doc_id = ? AND user_id = ?",
(doc_id, user_id),
)
result = cursor.fetchone()
if not result:
conn.close()
return {"success": False, "error": "Document not found"}
# Parse and filter tags
current_tags = json.loads(result[0]) if result[0] else []
remaining_tags = [t for t in current_tags if t not in tags_to_delete]
# Update with remaining tags
tags_json = json.dumps(remaining_tags)
cursor.execute(
"UPDATE pdf_documents SET tags = ? WHERE doc_id = ? AND user_id = ?",
(tags_json, doc_id, user_id),
)
conn.commit()
conn.close()
deleted_count = len(current_tags) - len(remaining_tags)
logger.info(
f"Deleted {deleted_count} tags from doc {doc_id}, {len(remaining_tags)} remaining"
)
return {
"success": True,
"doc_id": doc_id,
"deleted_tags": tags_to_delete,
"deleted_count": deleted_count,
"remaining_tags": remaining_tags,
"message": f"Successfully deleted {deleted_count} tags",
}
except Exception as e:
logger.error(f"Failed to delete document tags: {e}")
return {"success": False, "error": str(e)}
async def search_by_tags(
self, user_id: str, tags: list, match_all: bool = False
) -> Dict[str, Any]:
"""
Search for documents by tags.
Args:
user_id: User ID
tags: List of tags to search for
match_all: If True, requires all tags to match; if False, any tag match is sufficient
Returns:
Dictionary with matching documents
"""
try:
if not self._simple_db_path:
return {"success": False, "error": "SQLite storage not available"}
import json
import sqlite3
conn = sqlite3.connect(self._simple_db_path)
cursor = conn.cursor()
# Get all documents for user with tags
cursor.execute(
"SELECT doc_id, filename, tags FROM pdf_documents WHERE user_id = ? AND tags IS NOT NULL",
(user_id,),
)
results = cursor.fetchall()
conn.close()
matching_docs = []
for doc_id, filename, tags_json in results:
try:
doc_tags = json.loads(tags_json) if tags_json else []
# Check if document matches search criteria
if match_all:
# All tags must be present
matches = all(tag in doc_tags for tag in tags)
else:
# Any tag match is sufficient
matches = any(tag in doc_tags for tag in tags)
if matches:
matching_docs.append({
"doc_id": doc_id,
"filename": filename,
"tags": doc_tags,
"matched_tags": [t for t in tags if t in doc_tags],
})
except json.JSONDecodeError:
continue
return {
"success": True,
"user_id": user_id,
"search_tags": tags,
"match_all": match_all,
"count": len(matching_docs),
"documents": matching_docs,
}
except Exception as e:
logger.error(f"Failed to search by tags: {e}")
return {"success": False, "error": str(e)}
async def get_user_document_stats(self, user_id: str) -> Dict[str, Any]:
"""
Get statistics for user's PDF documents.
Args:
user_id: User identifier
Returns:
Document statistics
"""
try:
stats: Dict[str, Any] = {
"total_documents": 0,
"total_pages": 0,
"total_characters": 0,
"pdf_types": {},
"storage_size_bytes": 0,
"by_month": {},
}
# Get stats from LanceDB if available
if self.lancedb_handler:
table = self.lancedb_handler.get_table(self.table_name)
user_docs = table.search().where(f"user_id = '{user_id}'").to_list()
stats["total_documents"] = len(user_docs)
for doc in user_docs:
stats["total_pages"] += doc.get("page_count", 0)
stats["total_characters"] += doc.get("total_chars", 0)
stats["storage_size_bytes"] += doc.get("file_size", 0)
# Count by PDF type
pdf_type = doc.get("pdf_type", "unknown")
stats["pdf_types"][pdf_type] = (
stats["pdf_types"].get(pdf_type, 0) + 1
)
return stats
except Exception as e:
logger.error(f"Failed to get user document stats: {e}")
return {
"total_documents": 0,
"total_pages": 0,
"total_characters": 0,
"pdf_types": {},
"storage_size_bytes": 0,
"by_month": {},
"error": str(e),
}
def _map_processing_method_to_provider(
self, method: str, used_ocr: bool
) -> Optional[str]:
"""Map PDF processing method to BYOK provider ID."""
if not method:
return None
method_to_provider = {
"openai_vision": "openai",
"tesseract": "openai", # Tesseract doesn't have BYOK provider, map to default
"easyocr": "openai", # EasyOCR doesn't have BYOK provider, map to default
"basic_pdf": "openai", # Basic extraction uses embeddings
}
provider = method_to_provider.get(method)
# If OCR was used but method is basic_pdf, still track usage
if used_ocr and provider is None:
provider = "openai" # Default to OpenAI for OCR usage
return provider
def get_byok_status(self) -> Dict[str, Any]:
"""Get BYOK integration status."""
return {
"byok_integrated": self.use_byok,
"byok_manager_available": self.byok_manager is not None,
"tracking_enabled": self.use_byok and self.byok_manager is not None,
}
def _create_sliding_window_chunks(self, text: str, window_size: int = 1000, overlap: int = 200) -> List[str]:
"""Helper to create sliding-window chunks from text."""
if not text:
return []
chunks = []
start = 0
while start < len(text):
end = min(start + window_size, len(text))
chunks.append(text[start:end])
if end == len(text):
break
# Advance start by window_size minus overlap
start += (window_size - overlap)
return chunks
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