Organiza los documentos en carpetas

Precaución: Document AI Warehouse está obsoleto y dejará de estar disponible el Google Cloud 16 de enero de 2025. Para proteger tus datos, migra los documentos guardados actualmente en Document AI Warehouse a una alternativa como Cloud Storage. Verifica que la migración de datos se complete antes de la fecha de baja para evitar la pérdida de datos. Consulta Bajas para obtener más detalles.

En esta página, se proporciona una breve descripción general de las carpetas y se explica cómo administrar documentos con ellas.

¿Qué son las carpetas de Document AI Warehouse?

Una carpeta es un tipo especial de documento. No puede incluir contenido intercalado ni tener contenido asociado, pero los usuarios pueden agregar propiedades a la carpeta. Una carpeta sirve como contenedor para agrupar y etiquetar documentos. Los usuarios pueden adjuntar un documento a varias carpetas, y una carpeta puede contener varios documentos. Las carpetas también se pueden usar en la API de documents.search para filtrar documentos secundarios en una carpeta específica.

Nota: Cuando se filtra por una carpeta en la API de documents.search, se analizan de forma recursiva todos los documentos de las carpetas secundarias. Sin embargo, los documentos vinculados a documentos secundarios en la carpeta se excluyen de la búsqueda.

Antes de comenzar

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

Crea una carpeta de Document AI Warehouse con un esquema

Para crear un esquema para crear instancias de carpetas, haz lo siguiente:

REST

Solicitud:

curl -X POST \
-H "Authorization: Bearer $(gcloud auth print-access-token)" \
-H "Content-Type: application/json" -d '{
"display_name": "abc",
"property_definitions": [
  {
    "name": "Name",
    "display_name": "Name",
    "is_repeatable": false,
    "is_filterable": true,
    "is_searchable": true,
    "is_metadata": true,
    "is_required": true,
    "text_type_options": {},
    "schema_sources": []
  }
],
"document_is_folder": true
}' \
"https://contentwarehouse.googleapis.com/v1/projects/406397197218/locations/us/documentSchemas"

Respuesta:

{
  "name": "SCHEMA_NAME",
  "displayName": "abc",
  "documentIsFolder": true,
  "updateTime": "2022-08-31T16:10:43.111978Z",
  "createTime": "2022-08-31T16:10:43.111978Z"
}

Python

from google.cloud import contentwarehouse_v1

def create_folder_schema():
    # Create a client
    client = contentwarehouse_v1.DocumentSchemaServiceClient()

    # Initialize request argument(s)
    document_schema = contentwarehouse_v1.DocumentSchema()
    document_schema.display_name = "display_name_value"
    document_schema.document_is_folder = True

    request = contentwarehouse_v1.CreateDocumentSchemaRequest(
        parent="projects/533503808294/locations/us",
        document_schema=document_schema,
    )

    # Make the request
    return client.create_document_schema(request=request)

Agrega un documento a una carpeta de Document AI Warehouse

Para agregar un documento a una carpeta, haz lo siguiente:

REST

Solicitud:

curl -X POST \
-H "Authorization: Bearer $(gcloud auth print-access-token)" \
-H "Content-Type: application/json; charset=utf-8" -d '{
"document_link": {
  "source_document_reference": {
    "document_name": "projects/PROJECT_NUMBER/locations/LOCATION/documents/{document_id}"
  },
  "target_document_reference": {
    "document_name": "projects/PROJECT_NUMBER/locations/LOCATION/documents/{document_id}"
  }
},
"requestMetadata": {
  "userInfo": {
    "id": "user:USER_EMAIL_ID"
  }
}
}' \
"https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/{document_id}/documentLinks"

Respuesta:

{
  "name": "LINK_NAME",
  "source_document_reference": {
   "document_name": "FOLDER_NAME"
  },
  "target_document_reference": {
   "document_name": "DOCUMENT_NAME"
  }
}

Python

from google.cloud import contentwarehouse_v1

def add_to_folder(folder:str, doc:str):
    # Create a client
    client = contentwarehouse_v1.DocumentLinkServiceClient()

    # Initialize request argument(s)
    link = contentwarehouse_v1.DocumentLink()
    link.source_document_reference = contentwarehouse_v1.DocumentReference()
    link.source_document_reference.document_name = folder
    link.target_document_reference = contentwarehouse_v1.DocumentReference()
    link.target_document_reference.document_name = doc

    request = contentwarehouse_v1.CreateDocumentLinkRequest(
        parent=folder,
        document_link=link,
    )

    # Make the request
    return client.create_document_link(request=request)

Crea una carpeta de Document AI Warehouse y vincula un documento

Python

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

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

# TODO(developer): Uncomment these variables before running the sample.
# project_number = "YOUR_PROJECT_NUMBER"
# location = "us" # Format is 'us' or 'eu'
# user_id = "user:[e-mail]" # Format is "user:[e-mail]"


def create_folder(
    project_number: str, location: str, user_id: str
) -> contentwarehouse.Document:
    # Create a Schema Service client
    document_schema_client = contentwarehouse.DocumentSchemaServiceClient()

    # The full resource name of the location, e.g.:
    # projects/{project_number}/locations/{location}
    parent = document_schema_client.common_location_path(
        project=project_number, location=location
    )

    # Define Folder Schema Request
    create_folder_schema_request = contentwarehouse.CreateDocumentSchemaRequest(
        parent=parent,
        document_schema=contentwarehouse.DocumentSchema(
            display_name="Test Folder Schema ",
            document_is_folder=True,
        ),
    )

    # Create a Folder Schema
    folder_schema = document_schema_client.create_document_schema(
        request=create_folder_schema_request
    )

    # Create a Document(Folder) Service client
    folder_client = contentwarehouse.DocumentServiceClient()

    # Define Folder
    folder = contentwarehouse.Document(
        display_name="My Test Folder",
        document_schema_name=folder_schema.name,
    )

    # Define Request to create Folder
    create_folder_request = contentwarehouse.CreateDocumentRequest(
        parent=parent,
        document=folder,
        request_metadata=contentwarehouse.RequestMetadata(
            user_info=contentwarehouse.UserInfo(id=user_id)
        ),
    )

    # Create a Folder for the given schema
    folder_response = folder_client.create_document(request=create_folder_request)

    # Read the output
    print(f"Rule Engine Output: {folder_response.rule_engine_output}")
    print(f"Folder Created: {folder_response.document}")

    return folder_response


def create_document(
    project_number: str, location: str, user_id: str
) -> contentwarehouse.Document:
    # Create a Schema Service client
    document_schema_client = contentwarehouse.DocumentSchemaServiceClient()

    # The full resource name of the location, e.g.:
    # projects/{project_number}/locations/{location}
    parent = document_schema_client.common_location_path(
        project=project_number, location=location
    )

    # Define Schema Property of Text Type
    property_definition = contentwarehouse.PropertyDefinition(
        name="stock_symbol",  # Must be unique within a document schema (case insensitive)
        display_name="Searchable text",
        is_searchable=True,
        text_type_options=contentwarehouse.TextTypeOptions(),
    )

    # Define Document Schema Request
    create_document_schema_request = contentwarehouse.CreateDocumentSchemaRequest(
        parent=parent,
        document_schema=contentwarehouse.DocumentSchema(
            display_name="My Test Schema",
            property_definitions=[property_definition],
        ),
    )

    # Create a Document schema
    document_schema = document_schema_client.create_document_schema(
        request=create_document_schema_request
    )

    # Create a Document Service client
    document_client = contentwarehouse.DocumentServiceClient()

    # The full resource name of the location, e.g.:
    # projects/{project_number}/locations/{location}
    parent = document_client.common_location_path(
        project=project_number, location=location
    )

    # Define Document Property Value
    document_property = contentwarehouse.Property(
        name=document_schema.property_definitions[0].name,
        text_values=contentwarehouse.TextArray(values=["GOOG"]),
    )

    # Define Document
    document = contentwarehouse.Document(
        display_name="My Test Document",
        document_schema_name=document_schema.name,
        plain_text="This is a sample of a document's text.",
        properties=[document_property],
    )

    # Define Request
    create_document_request = contentwarehouse.CreateDocumentRequest(
        parent=parent,
        document=document,
        request_metadata=contentwarehouse.RequestMetadata(
            user_info=contentwarehouse.UserInfo(id=user_id)
        ),
    )

    # Create a Document for the given schema
    document_response = document_client.create_document(request=create_document_request)

    # Read the output
    print(f"Rule Engine Output: {document_response.rule_engine_output}")
    print(f"Document Created: {document_response.document}")

    return document_response


def create_folder_link_document(
    project_number: str, location: str, user_id: str
) -> None:
    # Function call to create a folder
    folder = create_folder(project_number, location, user_id)

    # Function call to create a Document
    document = create_document(project_number, location, user_id)

    # Create a Link Service client
    link_client = contentwarehouse.DocumentLinkServiceClient()

    # Initialize request argument(s)
    link = contentwarehouse.DocumentLink(
        source_document_reference=contentwarehouse.DocumentReference(
            document_name=folder.document.name,
        ),
        target_document_reference=contentwarehouse.DocumentReference(
            document_name=document.document.name,
        ),
    )

    # Initialize document link request
    create_document_link_request = contentwarehouse.CreateDocumentLinkRequest(
        parent=folder.document.name,
        document_link=link,
        request_metadata=contentwarehouse.RequestMetadata(
            user_info=contentwarehouse.UserInfo(id=user_id)
        ),
    )

    # Make the Document Link request
    create_link_response = link_client.create_document_link(
        request=create_document_link_request
    )

    print(f"Link Created: {create_link_response}")

    # Initialize list linked targets request
    linked_targets_request = contentwarehouse.ListLinkedTargetsRequest(
        parent=folder.document.name,
        request_metadata=contentwarehouse.RequestMetadata(
            user_info=contentwarehouse.UserInfo(id=user_id)
        ),
    )

    # Make the request
    linked_targets_response = link_client.list_linked_targets(
        request=linked_targets_request
    )

    print(f"Validate Link Created: {linked_targets_response}")

Enumera los documentos secundarios en una carpeta de Document AI Warehouse

Para enumerar los documentos secundarios inmediatos en una carpeta, haz lo siguiente:

REST

Solicitud:

curl -X POST -H "Authorization: Bearer $(gcloud auth print-access-token)" https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/FOLDER/linkedTargets

Respuesta:

{
  "documentLinks": [
    {
      "name": "LINK_NAME1"
      "source_document_reference": {
       "document_name": "FOLDER_NAME"
      },
      "target_document_reference": {
       "document_name": "DOCUMENT_NAME1"
      }
    },
    {
      "name": "LINK_NAME2"
      "source_document_reference": {
       "document_name": "FOLDER_NAME"
      },
      "target_document_reference": {
       "document_name": "DOCUMENT_NAME2"
      }
    }
    ...
  ]
}

Python

from google.cloud import contentwarehouse_v1

def list_sub_docs(folder:str):
    # Create a client
    client = contentwarehouse_v1.DocumentLinkServiceClient()

    # Initialize request argument(s)
    request = contentwarehouse_v1.ListLinkedTargetsRequest(
        parent=folder,
    )

    # Make the request
    return client.list_linked_targets(request=request)

Quita un documento de una carpeta de Document AI Warehouse

Para quitar un documento de una carpeta, necesitas el nombre del vínculo. Puedes recuperar el nombre del vínculo con el método documents.linkedTargets en el paso anterior.

REST

Solicitud:

curl -X POST -H "Authorization: Bearer $(gcloud auth print-access-token)" https://contentwarehouse.googleapis.com/v1/projects/PROJECT_NUMBER/locations/LOCATION/documents/FOLDER/documentLinks/LINK:delete

Python

from google.cloud import contentwarehouse_v1

def remove_doc_from_folder(link:str):
    # Create a client
    client = contentwarehouse_v1.DocumentLinkServiceClient()

    # Initialize request argument(s)
    request = contentwarehouse_v1.DeleteDocumentLinkRequest(
        name=link,
    )

    # Make the request
    return client.delete_document_link(request=request)