Organizza i documenti in cartelle

Attenzione: Document AI Warehouse è deprecato e non sarà più disponibile su Google Cloud dopo il 16 gennaio 2025. Per proteggere i tuoi dati, esegui la migrazione di tutti i documenti attualmente salvati in Document AI Warehouse a un'alternativa come Cloud Storage. Verifica che la migrazione dei dati sia completata prima della data di ritiro per evitare la perdita di dati. Per informazioni dettagliate, vedi i ritiri.

Questa pagina fornisce una breve panoramica delle cartelle e spiega come gestire i documenti utilizzando le cartelle.

Che cosa sono le cartelle Document AI Warehouse

Una cartella è un tipo speciale di documento. Non può includere contenuti incorporati o avere contenuti associati, ma gli utenti possono comunque aggiungere proprietà alla cartella. Una cartella funge da contenitore per raggruppare ed etichettare i documenti. Gli utenti possono allegare un documento a più cartelle e una cartella può contenere più documenti. Le cartelle possono essere utilizzate anche nell'API documents.search per filtrare i documenti secondari in una cartella specifica.

Nota :quando filtri per cartella nell'API documents.search, tutti i documenti nelle cartelle secondarie vengono scansionati in modo ricorsivo. Tuttavia, i documenti collegati ai documenti secondari nella cartella sono esclusi dalla ricerca.

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Crea una cartella Document AI Warehouse con uno schema

Per creare uno schema per l'istanza delle cartelle:

REST

Richiesta:

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"

Risposta:

{
  "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)

Aggiungere un documento a una cartella di Document AI Warehouse

Per aggiungere un documento a una cartella:

REST

Richiesta:

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"

Risposta:

{
  "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 cartella Document AI Warehouse e collega un documento

Python

Per saperne di più, consulta la documentazione di riferimento dell'API Document AI Warehouse Python.

Per eseguire l'autenticazione in Document AI Warehouse, configura le Credenziali predefinite dell'applicazione. Per saperne di più, consulta Configura l'autenticazione per un ambiente di sviluppo locale.

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}")

Elenca i documenti secondari in una cartella Document AI Warehouse

Per elencare i documenti secondari immediati in una cartella:

REST

Richiesta:

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

Risposta:

{
  "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)

Rimuovere un documento da una cartella di Document AI Warehouse

Per rimuovere un documento da una cartella, devi conoscere il nome del link. Puoi recuperare il nome del link utilizzando il metodo documents.linkedTargets nel passaggio precedente.

REST

Richiesta:

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)