Gérer les documents

Ce document explique comment gérer les documents dans Document AI Warehouse, y compris les opérations de création, de récupération, de mise à jour et de suppression.

Que sont les documents ?

Un document est le modèle de données utilisé dans Document AI Warehouse pour organiser un document réel (par exemple, au format PDF ou TXT) et ses propriétés associées. Vous interagissez avec Document AI Warehouse en effectuant des opérations sur les documents.

Types de fichiers acceptés

Bien que Document AI Warehouse soit principalement axé sur les documents, il est également utilisé pour gérer les images associées (par exemple, dans des secteurs tels que l'assurance, l'ingénierie, la construction et la recherche).

L'API Ingest est compatible avec les PDF et les images TIFF, JPEG et PNG, ainsi qu'avec toutes les propriétés ou le texte pré-extrait.
L'UI d'importation permet d'extraire des PDF à l'aide de la reconnaissance optique des caractères (OCR) de Document AI et de processeurs personnalisés.
L'interface utilisateur de la visionneuse permet d'afficher les fichiers PDF, texte et Microsoft Office.

Avant de commencer

Avant de commencer, assurez-vous d'avoir consulté la page Démarrage rapide.

Pour créer des documents, si vos données résident dans votre propre bucket Cloud Storage, vous devez accorder au compte de service Document AI Warehouse l'autorisation de lecteur des objets Storage pour lire vos données.

Chaque document est spécifié par un schéma et appartient à un type de document. Un schéma de document définit la structure du document dans Document AI Warehouse. Pour pouvoir créer des documents, vous devez d'abord créer un schéma de document.

Créer un document

Pour créer un document, vous devez fournir le contenu brut du document à Document AI Warehouse. Pour fournir le contenu brut des octets du document, vous pouvez définir Document.inline_raw_document ou Document.raw_document_path.

Les différences sont les suivantes :

Document.raw_document_path : il s'agit de l'approche à privilégier. Il utilise le chemin Cloud Storage (gs://bucket/object) du fichier à ingérer. Notez que l'appelant doit disposer de l'autorisation de lecture sur cet objet pour que l'appel aboutisse.
Document.inline_raw_document : représentation en octets/texte du fichier, fournie directement au point de terminaison.

Remarque : Cette approche est limitée aux fichiers de 10 Mo.

Pour créer un document, procédez comme suit :

Importer un document depuis Cloud Storage
Importer depuis un ordinateur local

Importer un document depuis Cloud Storage

Vous devez accorder au compte de service Document AI Warehouse l'accès à votre bucket Cloud Storage, comme décrit dans la section sur les prérequis.

Vous devez importer votre fichier dans un bucket Cloud Storage en suivant les instructions.

REST

Requête :

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"
  }
}
}'

Importer depuis une machine locale

REST

Requête :

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"
  }
}
}'

Obtenir un document

Par 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

Pour en savoir plus, consultez la documentation de référence de l'API Document AI Warehouse Python.

Pour vous authentifier auprès de Document AI Warehouse, configurez les Identifiants par défaut de l'application. Pour en savoir plus, consultez Configurer l'authentification pour un environnement de développement 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

Pour en savoir plus, consultez la documentation de référence de l'API 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

Pour en savoir plus, consultez la documentation de référence de l'API 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}`)
  );
}

Par 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"

Mettre à jour un document

Par 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

Pour en savoir plus, consultez la documentation de référence de l'API 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

Pour en savoir plus, consultez la documentation de référence de l'API 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);
    } 
  }
}

Par 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"
    }
  }
}'

Supprimer un document

REST

Par 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"

Par 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"

Étapes suivantes

Consultez Organiser les documents dans des dossiers pour découvrir comment organiser les documents dans des dossiers.

Gérer les documents Restez organisé à l'aide des collections Enregistrez et classez les contenus selon vos préférences.

Que sont les documents ?

Types de fichiers acceptés

Avant de commencer

Créer un document

Importer un document depuis Cloud Storage

REST

Importer depuis une machine locale

REST

Obtenir un document

REST

Python

Java

Node.js

Mettre à jour un document

REST

Python

Java

Supprimer un document

REST

Étapes suivantes

Gérer les documents