Administrar documentos

En este documento, se describe cómo administrar los documentos en Document AI Warehouse, incluidas las operaciones de creación, recuperación, actualización y eliminación.

Qué son los documentos

Un documento es el modelo de datos que se usa en Document AI Warehouse para organizar un documento del mundo real (por ejemplo, un PDF o un TXT) y sus propiedades asociadas. Interactúas con Document AI Warehouse a través de operaciones en los documentos.

Tipos de archivos admitidos

Si bien el enfoque de Document AI Warehouse son los documentos, también se usa para administrar imágenes asociadas (por ejemplo, en sectores verticales como seguros, ingeniería, construcción e investigación).

La API de Ingest admite imágenes en formato PDF, TIFF, JPEG y PNG, junto con cualquier propiedad o texto preextraído.
La IU de carga admite la extracción de PDFs con el OCR de Document AI y procesadores personalizados.
La IU del visor admite la renderización en archivos PDF, de texto y de Microsoft Office.

Antes de comenzar

Antes de comenzar, asegúrate de haber completado la página de Inicio rápido.

Para la creación de documentos, si tus datos residen en tu propio bucket de Cloud Storage, debes otorgar a la cuenta de servicio de Document AI Warehouse permiso de visualizador de objetos de almacenamiento para leer tus datos.

Cada documento se especifica con un esquema y pertenece a un tipo de documento. Un esquema de documento define la estructura del documento en Document AI Warehouse. Antes de crear documentos, debes crear un esquema de documento.

Cómo crear un documento

Para crear un documento, debes proporcionar contenido de documento sin procesar a Document AI Warehouse. Las dos formas de proporcionar contenido de bytes de documentos sin procesar son establecer Document.inline_raw_document o Document.raw_document_path.

Las diferencias se muestran a continuación:

Document.raw_document_path: Este es el enfoque preferido. Usa la ruta de acceso de Cloud Storage (gs://bucket/object) del archivo que se ingerirá. Ten en cuenta que el llamador debe tener permiso de lectura en este objeto para que la llamada se realice correctamente.
Document.inline_raw_document: Representación de bytes o texto del archivo, que se proporciona directamente al extremo.

Nota: Este enfoque tiene una limitación de archivos de 10 MB.

Para crear un documento, haz lo siguiente:

Cómo subir un documento desde Cloud Storage
Carga desde una máquina local

Sube un documento desde Cloud Storage

Debes otorgar acceso a la cuenta de servicio de Document AI Warehouse a tu bucket de Cloud Storage, como se describe en la sección de requisitos previos.

Debes subir tu archivo a un bucket de Cloud Storage siguiendo las instrucciones.

REST

Solicitud:

curl --location --request POST --url https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents \
--header "Authorization: Bearer $(gcloud auth print-access-token)" \
--header "Content-Type: application/json; charset=utf-8" \
--data '{
"document": {
  "display_name": "TestDoc3",
  "document_schema_name": "projects/PROJECT_NUMBER/locations/LOCATION/documentSchemas/DOCUMENT_SCHEMA_ID",
  "raw_document_path": "gs://BUCKET_URI/FILE_URI",
  "properties": [
    {
      "name": "supplier_name",
      "text_values": {
        "values": "Stanford Plumbing & Heating"
      }
    },
    {
      "name": "total_amount",
      "float_values": {
        "values": "1091.81"
      }
    },
  ]
}, 
"requestMetadata":{
  "userInfo":{
    "id": "user:USER_EMAIL_ID"
  }
}
}'

Sube archivos desde una máquina local

REST

Solicitud:

curl --location --request POST --url https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/ \
--header "Authorization: Bearer $(gcloud auth print-access-token)" \
--header "Content-Type: application/json; charset=utf-8" \
--data '{
"document": {
  "display_name": "TestDoc3",
  "document_schema_name": "projects/PROJECT_NUMBER/locations/LOCATION/documentSchemas/DOCUMENT_SCHEMA_ID",
  "inline_raw_document": "<bytes>",
  "properties": [
    {
      "name": "supplier_name",
      "text_values": {
        "values": "Stanford Plumbing & Heating"
      }
    },
    {
      "name": "total_amount",
      "float_values": {
        "values": "1091.81"
      }
    },
  ]
},
"requestMetadata": {
  "userInfo": {
    "id": "user:USER_EMAIL_ID"
  }
}
}'

Obtén un documento

De document_id:

REST

curl --request POST \
--header "Authorization: Bearer $(gcloud auth print-access-token)" \
--header "Content-Type: application/json; charset=UTF-8" -d '{
  "requestMetadata":{
    "userInfo":{
      "id": "user:USER_EMAIL"
    }
  }
}' \
"https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/DOCUMENT_ID:get"

Python

Para obtener más información, consulta la documentación de referencia de la API de Document AI Warehouse Python.

Para autenticarte en Document AI Warehouse, configura las credenciales predeterminadas de la aplicación. Para obtener más información, consulta Configura la autenticación para un entorno de desarrollo local.


from google.cloud import contentwarehouse


def sample_get_document(document_name: str, user_id: str) -> contentwarehouse.Document:
    """Gets a document.

    Args:
        document_name: The resource name of the document.
                Format: 'projects/{project_number}/
                locations/{location}/documents/{document_id}'.
        user_id: user:YOUR_SERVICE_ACCOUNT_ID or user:USER_EMAIL.
    Returns:
        Response object
    """
    # Create a client
    client = contentwarehouse.DocumentServiceClient()

    request_metadata = contentwarehouse.RequestMetadata(
        user_info=contentwarehouse.UserInfo(id=user_id)
    )

    # Initialize request argument(s)
    request = contentwarehouse.GetDocumentRequest(
        name=document_name, request_metadata=request_metadata
    )

    # Make the request
    response = client.get_document(request=request)

    return response

Java

Para obtener más información, consulta la documentación de referencia de la API de Document AI Warehouse Java.


import com.google.cloud.contentwarehouse.v1.Document;
import com.google.cloud.contentwarehouse.v1.DocumentName;
import com.google.cloud.contentwarehouse.v1.DocumentServiceClient;
import com.google.cloud.contentwarehouse.v1.DocumentServiceSettings;
import com.google.cloud.contentwarehouse.v1.GetDocumentRequest;
import com.google.cloud.contentwarehouse.v1.RequestMetadata;
import com.google.cloud.contentwarehouse.v1.UserInfo;
import com.google.cloud.resourcemanager.v3.Project;
import com.google.cloud.resourcemanager.v3.ProjectName;
import com.google.cloud.resourcemanager.v3.ProjectsClient;
import java.io.IOException;
import java.util.concurrent.ExecutionException;
import java.util.concurrent.TimeoutException;

public class GetDocument {

  public static void getDocument() throws IOException, 
        InterruptedException, ExecutionException, TimeoutException {
    String projectId = "your-project-id";
    String location = "your-region"; // Format is "us" or "eu".
    String documentId = "your-document-id";
    String userId = "your-user-id"; // Format is user:<user-id>
    getDocument(projectId, location, documentId, userId);
  }

  // Retrieves details about existing Document using the document Id
  public static void getDocument(String projectId, String location, 
        String documentId, String userId) throws IOException, 
            InterruptedException, ExecutionException, TimeoutException {
    String projectNumber = getProjectNumber(projectId);

    String endpoint = "contentwarehouse.googleapis.com:443";
    if (!"us".equals(location)) {
      endpoint = String.format("%s-%s", location, endpoint);
    }
    DocumentServiceSettings documentServiceSettings = 
         DocumentServiceSettings.newBuilder().setEndpoint(endpoint).build(); 

    // Create a Document Service client
    try (DocumentServiceClient documentServiceClient =
        DocumentServiceClient.create(documentServiceSettings)) {
      /* The full resource name of the location, e.g.: 
       projects/{project_number}/location/{location}/documents/{document_id} */
      DocumentName documentName = 
          DocumentName.of(projectNumber, location, documentId);

      // Define Request Metadata for enforcing access control
      RequestMetadata requestMetadata = RequestMetadata.newBuilder()
            .setUserInfo(
            UserInfo.newBuilder()
              .setId(userId).build()).build();

      // Define request to get details of a specific Document Schema
      GetDocumentRequest getDocumentRequest = 
          GetDocumentRequest.newBuilder()
          .setName(documentName.toString())
          .setRequestMetadata(requestMetadata).build();

      // Get details of the Document 
      Document document = documentServiceClient.getDocument(getDocumentRequest);

      System.out.println(document.getName());
    }
  }

  private static String getProjectNumber(String projectId) throws IOException { 
    /* Initialize client that will be used to send requests. 
    * This client only needs to be created once, and can be reused for multiple requests. */
    try (ProjectsClient projectsClient = ProjectsClient.create()) { 
      ProjectName projectName = ProjectName.of(projectId); 
      Project project = projectsClient.getProject(projectName);
      String projectNumber = project.getName(); // Format returned is projects/xxxxxx
      return projectNumber.substring(projectNumber.lastIndexOf("/") + 1);
    } 
  }
}

Node.js

Para obtener más información, consulta la documentación de referencia de la API de Document AI Warehouse Node.js.


/**
 * TODO(developer): Uncomment these variables before running the sample.
 * const projectNumber = 'YOUR_PROJECT_NUMBER';
 * const location = 'YOUR_PROJECT_LOCATION'; // Format is 'us' or 'eu'
 * documentId = 'YOUR_DOCUMENT_ID';
 * const userId = 'user:xxx@example.com'; // Format is "user:xxx@example.com"
 */

// Import from google cloud
const {DocumentServiceClient} = require('@google-cloud/contentwarehouse').v1;

const apiEndpoint =
  location === 'us'
    ? 'contentwarehouse.googleapis.com'
    : `${location}-contentwarehouse.googleapis.com`;

// Create service client
const serviceClient = new DocumentServiceClient({
  apiEndpoint: apiEndpoint,
});

// Get Document Schema
async function getDocument() {
  // Initialize request argument(s)
  const documentRequest = {
    // The full resource name of the document, e.g.:
    // projects/{project_number}/locations/{location}/documents/{document_id}
    name: serviceClient.projectLocationDocumentPath(
      projectNumber,
      location,
      documentId
    ),
    requestMetadata: {userInfo: {id: userId}},
  };

  // Make Request
  const response = serviceClient.getDocument(documentRequest);

  // Print out response
  response.then(
    result => console.log(`Document Found: ${JSON.stringify(result)}`),
    error => console.log(`${error}`)
  );
}

De reference_id:

  curl --request POST \
    --header "Authorization: Bearer $(gcloud auth print-access-token)" \
    --header "Content-Type: application/json; charset=UTF-8" -d '{
      "requestMetadata":{
        "userInfo":{
          "id": "user:USER_EMAIL"
        }
      }
    }' \
    "https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/referenceId/REFERENCE_ID:get"

Actualiza un documento

De document_id:

REST

posix-terminal
  curl --location --request POST --url https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents \
--header "Authorization: Bearer $(gcloud auth print-access-token)" \
--header "Content-Type: application/json; charset=utf-8" \
--data '{
  "document": {
    "display_name": "TestDoc3",
    "document_schema_name": "projects/PROJECT_NUMBER/locations/LOCATION/documentSchemas/DOCUMENT_SCHEMA_ID",
    "raw_document_path": "gs://BUCKET_URI/FILE_URI",
    "properties": [
      {
        "name": "supplier_name",
        "text_values": {
          "values": "Stanford Plumbing & Heating"
        }
      },
      {
        "name": "total_amount",
        "float_values": {
          "values": "1091.81"
        }
      },
      {
        "name": "invoice_id",
        "text_values": {
          "values": "invoiceid"
        }
      },
    ]
  },
  "requestMetadata": {
    "userInfo": {
      "id": "user:USER_EMAIL"
    }
  }
}'

Python

Para obtener más información, consulta la documentación de referencia de la API de Document AI Warehouse Python.


from google.cloud import contentwarehouse


def sample_update_document(
    document_name: str, document: contentwarehouse.Document, user_id: str
) -> contentwarehouse.CreateDocumentResponse:
    """Updates a document.

    Args:
        document_name: The resource name of the document.
                    Format: 'projects/{project_number}/
                    locations/{location}/documents/{document_id}'.
        document: Document AI Warehouse Document object..
        user_id: user_id: user:YOUR_SERVICE_ACCOUNT_ID or user:USER_EMAIL.
    Returns:
        Response object.
    """
    # Create a client
    client = contentwarehouse.DocumentServiceClient()

    # Update document fields
    # For fields which can be updated, refer
    # https://cloud.google.com/python/docs/reference/contentwarehouse/
    # latest/google.cloud.contentwarehouse_v1.types.Document
    document.display_name = "Updated Order Invoice"

    request_metadata = contentwarehouse.RequestMetadata(
        user_info=contentwarehouse.UserInfo(id=user_id)
    )

    request = contentwarehouse.UpdateDocumentRequest(
        name=document_name, document=document, request_metadata=request_metadata
    )

    # Make the request
    response = client.update_document(request=request)

    return response

Java

Para obtener más información, consulta la documentación de referencia de la API de Document AI Warehouse Java.

import com.google.cloud.contentwarehouse.v1.Document;
import com.google.cloud.contentwarehouse.v1.DocumentName;
import com.google.cloud.contentwarehouse.v1.DocumentServiceClient;
import com.google.cloud.contentwarehouse.v1.DocumentServiceSettings;
import com.google.cloud.contentwarehouse.v1.GetDocumentRequest;
import com.google.cloud.contentwarehouse.v1.RequestMetadata;
import com.google.cloud.contentwarehouse.v1.UpdateDocumentRequest;
import com.google.cloud.contentwarehouse.v1.UpdateDocumentResponse;
import com.google.cloud.contentwarehouse.v1.UserInfo;
import com.google.cloud.resourcemanager.v3.Project;
import com.google.cloud.resourcemanager.v3.ProjectName;
import com.google.cloud.resourcemanager.v3.ProjectsClient;
import java.io.IOException;
import java.util.concurrent.ExecutionException;
import java.util.concurrent.TimeoutException;

public class UpdateDocument {
  public static void updateDocument() throws IOException, 
        InterruptedException, ExecutionException, TimeoutException { 
    // TODO(developer): Replace these variables before running the sample.
    String projectId = "your-project-id";
    String location = "your-region"; // Format is "us" or "eu".
    String documentId = "your-document-id";
    String userId = "your-user-id"; // Format is user:<user-id>
    /* The below method call retrieves details about the document you are about to update.
    * It is important to note that some properties cannot be edited or removed. 
    * For more information on managing documents, please see the below documentation.
    * https://cloud.google.com/document-warehouse/docs/manage-documents */
    GetDocument.getDocument(projectId, location, documentId, userId);
    updateDocument(projectId, location, documentId, userId);
  }

  // Updates an existing Document
  public static void updateDocument(String projectId, String location,
        String documentId, String userId) throws IOException, InterruptedException,
          ExecutionException, TimeoutException { 
    String projectNumber = getProjectNumber(projectId);

    String endpoint = "contentwarehouse.googleapis.com:443";
    if (!"us".equals(location)) {
      endpoint = String.format("%s-%s", location, endpoint);
    }

    DocumentServiceSettings documentServiceSettings = 
             DocumentServiceSettings.newBuilder().setEndpoint(endpoint).build(); 

    /* Create the Document Service Client 
     * Initialize client that will be used to send requests. 
     * This client only needs to be created once, and can be reused for multiple requests. */
    try (DocumentServiceClient documentServiceClient = 
            DocumentServiceClient.create(documentServiceSettings)) {

      /* The full resource name of the location, e.g.: 
       projects/{project_number}/location/{location}/documentSchemas/{document_schema_id} */
      DocumentName documentName = 
          DocumentName.of(projectNumber, location, documentId);

      // Define RequestMetadata object for context of the user making the API call
      RequestMetadata requestMetadata = RequestMetadata.newBuilder()
          .setUserInfo(
          UserInfo.newBuilder()
            .setId(userId).build()).build();

      // Get the document to retreive the document schema associated with the object
      GetDocumentRequest getDocumentRequest = GetDocumentRequest.newBuilder()
          .setName(documentName.toString())
          .setRequestMetadata(requestMetadata)
          .build(); 

      // Execute the request and store response in a document object
      Document document = documentServiceClient.getDocument(getDocumentRequest);

      // Define the updates to the document that will be passed in the request
      Document updatedDocument = Document.newBuilder()
          .setDisplayName("Updated Document Display Name")
          .setDocumentSchemaName(document.getDocumentSchemaName()).build();

      // Create the request to Update the Document
      UpdateDocumentRequest updateDocumentRequest = 
            UpdateDocumentRequest.newBuilder()
              .setName(documentName.toString())
              .setDocument(updatedDocument)
              .setRequestMetadata(requestMetadata)
              .build();

      // Update Document and receive response
      UpdateDocumentResponse updateDocumentResponse = 
          documentServiceClient.updateDocument(updateDocumentRequest);

      // Read the output of Updated Document Name
      System.out.println(updateDocumentResponse.getDocument().getDisplayName());
    }
  }

  private static String getProjectNumber(String projectId) throws IOException { 
    /* Initialize client that will be used to send requests. 
    * This client only needs to be created once, and can be reused for multiple requests. */
    try (ProjectsClient projectsClient = ProjectsClient.create()) { 
      ProjectName projectName = ProjectName.of(projectId); 
      Project project = projectsClient.getProject(projectName);
      String projectNumber = project.getName(); // Format returned is projects/xxxxxx
      return projectNumber.substring(projectNumber.lastIndexOf("/") + 1);
    } 
  }
}

De reference_id:

  curl --location --request POST --url https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents \
--header "Authorization: Bearer $(gcloud auth print-access-token)" \
--header "Content-Type: application/json; charset=utf-8" \
--data '{
  "document": {
    "display_name": "TestDoc3",
    "document_schema_name": "projects/PROJECT_NUMBER/locations/LOCATION/documentSchemas/referenceId/REFERENCE_ID",
    "raw_document_path": "gs://BUCKET_URI/FILE_URI",
    "properties": [
      {
        "name": "supplier_name",
        "text_values": {
          "values": "Stanford Plumbing & Heating"
        }
      },
      {
        "name": "total_amount",
        "float_values": {
          "values": "1091.81"
        }
      },
      {
        "name": "invoice_id",
        "text_values": {
          "values": "invoiceid"
        }
      },
    ]
  },
  "requestMetadata": {
    "userInfo": {
      "id": "user:USER_EMAIL"
    }
  }
}'

Cómo borrar un documento

REST

De document_id:

curl --request POST \
  --header "Authorization: Bearer $(gcloud auth print-access-token)" \
  --header "Content-Type: application/json; charset=UTF-8" -d '{
    "requestMetadata":{
      "userInfo":{
        "id": "user:USER_EMAIL"
      }
    }
  }' \
  "https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/DOCUMENT_ID:delete"

De reference_id:

curl --request POST \
  --header "Authorization: Bearer $(gcloud auth print-access-token)" \
  --header "Content-Type: application/json; charset=UTF-8" -d '{
    "requestMetadata":{
      "userInfo":{
        "id": "user:USER_EMAIL"
      }
    }
  }' \
  "https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/referenceId/REFERENCE_ID":delete"

Próximos pasos

Continúa con Organiza los documentos en carpetas para aprender a organizar documentos en carpetas.

Administrar documentos Organiza tus páginas con colecciones Guarda y categoriza el contenido según tus preferencias.

Qué son los documentos

Tipos de archivos admitidos

Antes de comenzar

Cómo crear un documento

Sube un documento desde Cloud Storage

REST

Sube archivos desde una máquina local

REST

Obtén un documento

REST

Python

Java

Node.js

Actualiza un documento

REST

Python

Java

Cómo borrar un documento

REST

Próximos pasos

Administrar documentos