Organiser les documents dans des dossiers

Attention: Document AI Warehouse est obsolète et ne sera plus disponible sur Google Cloud après le 16 janvier 2025. Pour protéger vos données, migrez tous les documents actuellement enregistrés dans Document AI Warehouse vers une autre solution, comme Cloud Storage. Vérifiez que la migration de vos données est terminée avant la date d'arrêt pour éviter toute perte de données. Pour en savoir plus, consultez la page Abandons.

Cette page présente brièvement les dossiers et explique comment gérer les documents à l'aide de dossiers.

Que sont les dossiers Document AI Warehouse ?

Un dossier est un type spécial de document. Il ne peut pas inclure de contenu intégré ni de contenu associé, mais les utilisateurs peuvent toujours ajouter des propriétés au dossier. Un dossier sert de conteneur pour regrouper et ajouter des étiquettes à des documents. Les utilisateurs peuvent associer un document à plusieurs dossiers, et un dossier peut contenir plusieurs documents. Les dossiers peuvent également être utilisés dans l'API documents.search pour filtrer les documents enfants sous un dossier spécifique.

Remarque : Lorsque vous filtrez par dossier dans l'API documents.search, tous les documents des sous- dossiers sont analysés de manière récursive. Toutefois, les documents liés à des documents enfants sous le dossier sont exclus de la recherche.

Avant de commencer

Avant de commencer, assurez-vous d'avoir suivi les étapes de la page Démarrage rapide.

Créer un dossier Document AI Warehouse avec un schéma

Pour créer un schéma permettant d'instancier des dossiers, procédez comme suit :

REST

Requête :

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"

Réponse :

{
  "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)

Ajouter un document à un dossier Document AI Warehouse

Pour ajouter un document à un dossier, procédez comme suit :

REST

Requête :

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"

Réponse :

{
  "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)

Créer un dossier Document AI Warehouse et y associer un document

Python

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

Pour vous authentifier auprès de Document AI Warehouse, configurez le service 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

# 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}")

Lister les documents enfants sous un dossier Document AI Warehouse

Pour lister les documents enfants immédiats sous un dossier, procédez comme suit :

REST

Requête :

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

Réponse :

{
  "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)

Supprimer un document d'un dossier Document AI Warehouse

Pour supprimer un document d'un dossier, vous avez besoin du nom du lien. Vous pouvez récupérer le nom du lien à l'aide de la méthode documents.linkedTargets de l'étape précédente.

REST

Requête :

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)