Major release with significant performance improvements and new processing strategy. ## Core Changes - Implemented simple_full_document processing strategy (default) - Full document → LLM approach: 1-2 passes, ~5-6 minutes processing time - Achieved 100% completeness with 2 API calls (down from 5+) - Removed redundant Document AI passes for faster processing ## Financial Data Extraction - Enhanced deterministic financial table parser - Improved FY3/FY2/FY1/LTM identification from varying CIM formats - Automatic merging of parser results with LLM extraction ## Code Quality & Infrastructure - Cleaned up debug logging (removed emoji markers from production code) - Fixed Firebase Secrets configuration (using modern defineSecret approach) - Updated OpenAI API key - Resolved deployment conflicts (secrets vs environment variables) - Added .env files to Firebase ignore list ## Deployment - Firebase Functions v2 deployment successful - All 7 required secrets verified and configured - Function URL: https://api-y56ccs6wva-uc.a.run.app ## Performance Improvements - Processing time: ~5-6 minutes (down from 23+ minutes) - API calls: 1-2 (down from 5+) - Completeness: 100% achievable - LLM Model: claude-3-7-sonnet-latest ## Breaking Changes - Default processing strategy changed to 'simple_full_document' - RAG processor available as alternative strategy 'document_ai_agentic_rag' ## Files Changed - 36 files changed, 5642 insertions(+), 4451 deletions(-) - Removed deprecated documentation files - Cleaned up unused services and models This release represents a major refactoring focused on speed, accuracy, and maintainability.
676 lines
22 KiB
TypeScript
676 lines
22 KiB
TypeScript
import { logger } from '../utils/logger';
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import { DocumentProcessorServiceClient } from '@google-cloud/documentai';
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import { Storage } from '@google-cloud/storage';
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import { config } from '../config/env';
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import pdf from 'pdf-parse';
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import { PDFDocument } from 'pdf-lib';
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interface ProcessingResult {
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success: boolean;
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content: string;
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metadata?: any;
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error?: string;
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}
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export interface StructuredTable {
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headers: string[];
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rows: string[][];
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position: {
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pageNumber: number;
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confidence: number;
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};
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rawTable?: any;
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}
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interface DocumentAIOutput {
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text: string;
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entities: Array<{
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type: string;
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mentionText: string;
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confidence: number;
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}>;
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tables: StructuredTable[];
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pages: Array<any>;
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mimeType: string;
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}
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export class DocumentAiProcessor {
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private gcsBucketName: string;
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private documentAiClient: DocumentProcessorServiceClient;
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private storageClient: Storage;
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private processorName: string;
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// Reduced to 15 pages to work with non-imageless mode (safer default)
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// If imageless mode is enabled, can increase to 30
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private readonly MAX_PAGES_PER_CHUNK = 15;
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constructor() {
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this.gcsBucketName = config.googleCloud.gcsBucketName;
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this.documentAiClient = new DocumentProcessorServiceClient();
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this.storageClient = new Storage();
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// Construct the processor name
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this.processorName = `projects/${config.googleCloud.projectId}/locations/${config.googleCloud.documentAiLocation}/processors/${config.googleCloud.documentAiProcessorId}`;
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logger.info('Document AI processor initialized', {
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projectId: config.googleCloud.projectId,
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location: config.googleCloud.documentAiLocation,
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processorId: config.googleCloud.documentAiProcessorId,
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processorName: this.processorName,
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maxPagesPerChunk: this.MAX_PAGES_PER_CHUNK
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});
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}
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/**
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* Extract text from a Document AI layout object using text anchors
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*/
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private getTextFromLayout(layout: any, documentText: string): string {
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try {
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const textAnchor = layout?.textAnchor;
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if (!textAnchor?.textSegments || textAnchor.textSegments.length === 0) {
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return '';
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}
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const segment = textAnchor.textSegments[0];
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const startIndex = parseInt(segment.startIndex || '0', 10);
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const endIndex = parseInt(segment.endIndex || documentText.length.toString(), 10);
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if (Number.isNaN(startIndex) || Number.isNaN(endIndex) || startIndex < 0 || endIndex > documentText.length || startIndex >= endIndex) {
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logger.warn('Invalid text anchor indices detected when extracting table cell text', {
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startIndex,
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endIndex,
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documentLength: documentText.length
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});
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return '';
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}
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return documentText.substring(startIndex, endIndex).trim();
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} catch (error) {
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logger.error('Failed to extract text from layout', {
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error: error instanceof Error ? error.message : String(error),
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layout
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});
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return '';
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}
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}
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/**
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* Convert Document AI table response into a structured, text-based representation
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*/
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private extractStructuredTables(document: any, documentText: string): StructuredTable[] {
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const tables: StructuredTable[] = [];
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try {
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const pages = document?.pages || [];
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logger.info('Extracting structured tables from Document AI response', {
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pageCount: pages.length
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});
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for (const page of pages) {
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const pageTables = page.tables || [];
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const pageNumber = page.pageNumber || 0;
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for (let tableIndex = 0; tableIndex < pageTables.length; tableIndex++) {
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const table = pageTables[tableIndex];
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try {
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const headers: string[] = [];
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if (Array.isArray(table.headerRows) && table.headerRows.length > 0) {
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const headerRow = table.headerRows[0];
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for (const cell of headerRow.cells || []) {
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headers.push(this.getTextFromLayout(cell.layout, documentText));
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}
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}
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const rows: string[][] = [];
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for (const bodyRow of table.bodyRows || []) {
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const row: string[] = [];
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for (const cell of bodyRow.cells || []) {
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row.push(this.getTextFromLayout(cell.layout, documentText));
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}
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if (row.some(value => value && value.length > 0)) {
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rows.push(row);
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}
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}
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if (headers.length > 0 || rows.length > 0) {
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tables.push({
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headers,
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rows,
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position: {
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pageNumber,
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confidence: typeof table.confidence === 'number' ? table.confidence : 0.9
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},
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rawTable: table
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});
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logger.info('Structured table extracted', {
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pageNumber,
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tableIndex,
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headerCount: headers.length,
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rowCount: rows.length
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});
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}
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} catch (tableError) {
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logger.error('Failed to extract structured table from Document AI response', {
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pageNumber,
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tableIndex,
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error: tableError instanceof Error ? tableError.message : String(tableError)
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});
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}
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}
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}
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logger.info('Structured table extraction completed', {
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totalTables: tables.length
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});
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} catch (error) {
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logger.error('Structured table extraction failed', {
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error: error instanceof Error ? error.message : String(error)
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});
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}
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return tables;
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}
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async processDocument(
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documentId: string,
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userId: string,
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fileBuffer: Buffer,
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fileName: string,
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mimeType: string
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): Promise<ProcessingResult> {
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const startTime = Date.now();
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try {
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logger.info('Document AI processor: processDocument called (RAG-enabled)', {
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documentId,
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userId,
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fileName,
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fileSize: fileBuffer.length,
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mimeType
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});
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// Step 1: Extract text/structured data using Document AI or fallback
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const { text: extractedText, structuredTables } = await this.extractTextFromDocument(fileBuffer, fileName, mimeType);
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if (!extractedText) {
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throw new Error('Failed to extract text from document');
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}
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logger.info('Text extraction completed', {
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textLength: extractedText.length
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});
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// Step 2: Process extracted text through Agentic RAG
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const agenticRagResult = await this.processWithAgenticRAG(documentId, extractedText, structuredTables);
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const processingTime = Date.now() - startTime;
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return {
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success: true,
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content: agenticRagResult.summary || extractedText,
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metadata: {
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processingStrategy: 'document_ai_agentic_rag',
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processingTime,
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extractedTextLength: extractedText.length,
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agenticRagResult,
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structuredTables,
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structuredTablesFound: structuredTables.length,
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fileSize: fileBuffer.length,
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fileName,
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mimeType
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}
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};
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} catch (error) {
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const processingTime = Date.now() - startTime;
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// Improved error message handling
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let errorMessage: string;
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if (error instanceof Error) {
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errorMessage = error.message;
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} else if (typeof error === 'string') {
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errorMessage = error;
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} else if (error && typeof error === 'object') {
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// Try to extract meaningful information from object
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errorMessage = (error as any).message || error.toString() || JSON.stringify(error, Object.getOwnPropertyNames(error));
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} else {
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errorMessage = String(error);
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}
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const errorStack = error instanceof Error ? error.stack : undefined;
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const errorDetails = error instanceof Error ? {
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name: error.name,
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message: error.message,
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stack: error.stack
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} : {
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type: typeof error,
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value: error
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};
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logger.error('Document AI + Agentic RAG processing failed', {
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documentId,
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error: errorMessage,
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errorDetails,
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stack: errorStack,
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processingTime,
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originalError: error
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});
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return {
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success: false,
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content: '',
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error: `Document AI + Agentic RAG processing failed: ${errorMessage}`,
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metadata: {
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processingStrategy: 'document_ai_agentic_rag',
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processingTime,
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error: errorMessage,
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errorDetails,
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stack: errorStack
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}
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};
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}
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}
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/**
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* Extract text only (no RAG processing) - for simple processor
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*/
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async extractTextOnly(
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documentId: string,
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userId: string,
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fileBuffer: Buffer,
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fileName: string,
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mimeType: string
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): Promise<{ text: string; structuredTables: StructuredTable[] }> {
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logger.info('Document AI processor: extractTextOnly called (text-only, no RAG)', {
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documentId,
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fileName,
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fileSize: fileBuffer.length,
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mimeType
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});
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return await this.extractTextFromDocument(fileBuffer, fileName, mimeType);
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}
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private async extractTextFromDocument(
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fileBuffer: Buffer,
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fileName: string,
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mimeType: string
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): Promise<{ text: string; structuredTables: StructuredTable[] }> {
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try {
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// Check document size first
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const pdfData = await pdf(fileBuffer);
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const totalPages = pdfData.numpages;
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logger.info('PDF analysis completed', {
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totalPages,
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textLength: pdfData.text?.length || 0
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});
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// If document has more than 30 pages, split into chunks and process each
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if (totalPages > this.MAX_PAGES_PER_CHUNK) {
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logger.info('Document exceeds Document AI page limit, splitting into chunks', {
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totalPages,
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maxPagesPerChunk: this.MAX_PAGES_PER_CHUNK,
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estimatedChunks: Math.ceil(totalPages / this.MAX_PAGES_PER_CHUNK)
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});
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return await this.extractDocumentDataFromChunkedPDF(fileBuffer, fileName, mimeType, totalPages);
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}
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// For documents <= 30 pages, use Document AI directly
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logger.info('Using Document AI for text extraction', {
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totalPages,
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maxPagesPerChunk: this.MAX_PAGES_PER_CHUNK
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});
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// Upload file to GCS
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const gcsFilePath = await this.uploadToGCS(fileBuffer, fileName);
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// Process with Document AI
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const documentAiOutput = await this.processWithDocumentAI(gcsFilePath, mimeType);
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// Cleanup GCS file
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await this.cleanupGCSFiles(gcsFilePath);
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return {
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text: documentAiOutput.text,
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structuredTables: documentAiOutput.tables || []
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};
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} catch (error) {
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logger.error('Text extraction failed, using pdf-parse fallback', {
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error: error instanceof Error ? error.message : String(error)
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});
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// Fallback to pdf-parse
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try {
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const pdfDataFallback = await pdf(fileBuffer);
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return {
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text: pdfDataFallback.text || '',
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structuredTables: []
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};
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} catch (fallbackError) {
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logger.error('Both Document AI and pdf-parse failed', {
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originalError: error instanceof Error ? error.message : String(error),
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fallbackError: fallbackError instanceof Error ? fallbackError.message : String(fallbackError)
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});
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throw new Error('Failed to extract text from document using any method');
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}
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}
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}
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/**
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* Split PDF into chunks and process each chunk with Document AI, then combine results
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*/
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private async extractDocumentDataFromChunkedPDF(
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fileBuffer: Buffer,
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fileName: string,
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mimeType: string,
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totalPages: number
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): Promise<{ text: string; structuredTables: StructuredTable[] }> {
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const chunks: string[] = [];
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const structuredTables: StructuredTable[] = [];
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const numChunks = Math.ceil(totalPages / this.MAX_PAGES_PER_CHUNK);
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logger.info('Starting chunked PDF processing', {
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totalPages,
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maxPagesPerChunk: this.MAX_PAGES_PER_CHUNK,
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numChunks
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});
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try {
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// Load the original PDF
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const sourcePdf = await PDFDocument.load(fileBuffer);
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const pageCount = sourcePdf.getPageCount();
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// Process each chunk
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for (let chunkIndex = 0; chunkIndex < numChunks; chunkIndex++) {
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const startPageIndex = chunkIndex * this.MAX_PAGES_PER_CHUNK;
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const endPageIndex = Math.min(startPageIndex + this.MAX_PAGES_PER_CHUNK, pageCount);
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logger.info(`Processing chunk ${chunkIndex + 1}/${numChunks}`, {
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startPage: startPageIndex + 1, // 1-indexed for logging
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endPage: endPageIndex,
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pagesInChunk: endPageIndex - startPageIndex
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});
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// Create a new PDF with pages from this chunk
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const chunkPdf = await PDFDocument.create();
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// Create array of page indices to copy (0-indexed)
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const pageIndices: number[] = [];
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for (let i = startPageIndex; i < endPageIndex; i++) {
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pageIndices.push(i);
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}
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// Copy pages to chunk PDF
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const copiedPages = await chunkPdf.copyPages(sourcePdf, pageIndices);
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copiedPages.forEach((page) => {
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chunkPdf.addPage(page);
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});
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// Serialize chunk PDF to buffer
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const chunkBuffer = Buffer.from(await chunkPdf.save());
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const chunkFileName = `${fileName.replace('.pdf', '')}_chunk_${chunkIndex + 1}.pdf`;
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// Upload chunk to GCS
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const gcsFilePath = await this.uploadToGCS(chunkBuffer, chunkFileName);
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try {
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// Process chunk with Document AI
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const chunkOutput = await this.processWithDocumentAI(gcsFilePath, mimeType);
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chunks.push(chunkOutput.text);
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if (Array.isArray(chunkOutput.tables) && chunkOutput.tables.length > 0) {
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structuredTables.push(...chunkOutput.tables);
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}
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logger.info(`Chunk ${chunkIndex + 1}/${numChunks} processed successfully`, {
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textLength: chunkOutput.text.length,
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pagesProcessed: endPageIndex - startPageIndex
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});
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} catch (chunkError) {
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logger.error(`Failed to process chunk ${chunkIndex + 1}/${numChunks}, falling back to pdf-parse`, {
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chunkIndex: chunkIndex + 1,
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error: chunkError instanceof Error ? chunkError.message : String(chunkError)
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});
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// Fallback to pdf-parse for this chunk
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const chunkPdfData = await pdf(chunkBuffer);
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chunks.push(chunkPdfData.text || '');
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} finally {
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// Cleanup chunk file from GCS
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await this.cleanupGCSFiles(gcsFilePath);
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}
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}
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// Combine all chunks with page separators
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const combinedText = chunks
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.map((chunk, index) => {
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const startPageNum = (index * this.MAX_PAGES_PER_CHUNK) + 1;
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const endPageNum = Math.min((index + 1) * this.MAX_PAGES_PER_CHUNK, totalPages);
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const chunkHeader = `\n\n--- Page Range ${startPageNum}-${endPageNum} ---\n\n`;
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return chunkHeader + chunk;
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})
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.join('\n\n');
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logger.info('Chunked PDF processing completed', {
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totalPages,
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numChunks,
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combinedTextLength: combinedText.length,
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averageChunkLength: Math.round(combinedText.length / numChunks)
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});
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return {
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text: combinedText,
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structuredTables
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};
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} catch (error) {
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logger.error('Chunked PDF processing failed, falling back to pdf-parse', {
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error: error instanceof Error ? error.message : String(error),
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totalPages
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});
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// Fallback to pdf-parse for entire document
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const pdfData = await pdf(fileBuffer);
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return {
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text: pdfData.text || '',
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structuredTables: []
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};
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}
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}
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private async processWithAgenticRAG(documentId: string, extractedText: string, structuredTables: StructuredTable[]): Promise<any> {
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try {
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logger.info('Processing extracted text with Agentic RAG', {
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documentId,
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textLength: extractedText.length,
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structuredTableCount: structuredTables.length
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});
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// Import and use the optimized agentic RAG processor
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logger.info('Importing optimized agentic RAG processor...');
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const { optimizedAgenticRAGProcessor } = await import('./optimizedAgenticRAGProcessor');
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logger.info('Agentic RAG processor imported successfully', {
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processorType: typeof optimizedAgenticRAGProcessor,
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hasProcessLargeDocument: typeof optimizedAgenticRAGProcessor?.processLargeDocument === 'function'
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});
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logger.info('Calling processLargeDocument...');
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const result = await optimizedAgenticRAGProcessor.processLargeDocument(documentId, extractedText, {
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structuredTables
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});
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logger.info('Agentic RAG processing completed', {
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success: result.success,
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summaryLength: result.summary?.length || 0,
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analysisDataKeys: result.analysisData ? Object.keys(result.analysisData) : [],
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apiCalls: result.apiCalls,
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processingStrategy: result.processingStrategy,
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resultType: typeof result
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});
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return result;
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} catch (error) {
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const errorMessage = error instanceof Error ? error.message : String(error);
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const errorStack = error instanceof Error ? error.stack : undefined;
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const errorDetails = error instanceof Error ? {
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name: error.name,
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message: error.message,
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stack: error.stack
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} : {
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type: typeof error,
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value: error
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};
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logger.error('Agentic RAG processing failed', {
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documentId,
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error: errorMessage,
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errorDetails,
|
|
stack: errorStack
|
|
});
|
|
throw error;
|
|
}
|
|
}
|
|
|
|
private async uploadToGCS(fileBuffer: Buffer, fileName: string): Promise<string> {
|
|
try {
|
|
const bucket = this.storageClient.bucket(this.gcsBucketName);
|
|
const file = bucket.file(`uploads/${Date.now()}_${fileName}`);
|
|
|
|
logger.info('Uploading file to GCS', {
|
|
fileName,
|
|
fileSize: fileBuffer.length,
|
|
bucket: this.gcsBucketName,
|
|
destination: file.name
|
|
});
|
|
|
|
await file.save(fileBuffer, {
|
|
metadata: {
|
|
contentType: 'application/pdf'
|
|
}
|
|
});
|
|
|
|
logger.info('File uploaded successfully to GCS', {
|
|
gcsPath: `gs://${this.gcsBucketName}/${file.name}`
|
|
});
|
|
|
|
return `gs://${this.gcsBucketName}/${file.name}`;
|
|
} catch (error) {
|
|
logger.error('Failed to upload file to GCS', {
|
|
fileName,
|
|
error: error instanceof Error ? error.message : String(error)
|
|
});
|
|
throw error;
|
|
}
|
|
}
|
|
|
|
private async processWithDocumentAI(gcsFilePath: string, mimeType: string): Promise<DocumentAIOutput> {
|
|
try {
|
|
logger.info('Processing with Document AI', {
|
|
gcsFilePath,
|
|
processorName: this.processorName,
|
|
mimeType
|
|
});
|
|
|
|
// Create the request with imageless mode enabled to support up to 30 pages
|
|
// (non-imageless mode only supports 15 pages)
|
|
const request = {
|
|
name: this.processorName,
|
|
rawDocument: {
|
|
content: '', // We'll use GCS source instead
|
|
mimeType: mimeType
|
|
},
|
|
gcsDocument: {
|
|
gcsUri: gcsFilePath,
|
|
mimeType: mimeType
|
|
},
|
|
// Note: For processors that support it, imageless mode can be enabled
|
|
// via processor settings in Google Cloud Console to support up to 30 pages
|
|
// For now, we limit chunks to 15 pages to work with default processor settings
|
|
};
|
|
|
|
logger.info('Sending Document AI request', {
|
|
processorName: this.processorName,
|
|
gcsUri: gcsFilePath
|
|
});
|
|
|
|
// Process the document
|
|
const [result] = await this.documentAiClient.processDocument(request);
|
|
const { document } = result;
|
|
|
|
if (!document) {
|
|
throw new Error('Document AI returned no document');
|
|
}
|
|
|
|
logger.info('Document AI processing successful', {
|
|
textLength: document.text?.length || 0,
|
|
pagesCount: document.pages?.length || 0,
|
|
entitiesCount: document.entities?.length || 0
|
|
});
|
|
|
|
// Extract text
|
|
const text = document.text || '';
|
|
|
|
// Extract entities
|
|
const entities = document.entities?.map(entity => ({
|
|
type: entity.type || 'UNKNOWN',
|
|
mentionText: entity.mentionText || '',
|
|
confidence: entity.confidence || 0
|
|
})) || [];
|
|
|
|
// Extract structured tables
|
|
const structuredTables = this.extractStructuredTables(document, text);
|
|
|
|
// Extract pages info
|
|
const pages = document.pages?.map(page => ({
|
|
pageNumber: page.pageNumber || 0,
|
|
blocksCount: page.blocks?.length || 0
|
|
})) || [];
|
|
|
|
return {
|
|
text,
|
|
entities,
|
|
tables: structuredTables,
|
|
pages,
|
|
mimeType: document.mimeType || mimeType
|
|
};
|
|
|
|
} catch (error) {
|
|
logger.error('Document AI processing failed', {
|
|
gcsFilePath,
|
|
processorName: this.processorName,
|
|
error: error instanceof Error ? error.message : String(error),
|
|
stack: error instanceof Error ? error.stack : undefined
|
|
});
|
|
throw error;
|
|
}
|
|
}
|
|
|
|
private async cleanupGCSFiles(gcsFilePath: string): Promise<void> {
|
|
try {
|
|
const bucketName = gcsFilePath.replace('gs://', '').split('/')[0];
|
|
const fileName = gcsFilePath.replace(`gs://${bucketName}/`, '');
|
|
|
|
logger.info('Cleaning up GCS files', { gcsFilePath, bucketName, fileName });
|
|
|
|
const bucket = this.storageClient.bucket(bucketName);
|
|
const file = bucket.file(fileName);
|
|
|
|
await file.delete();
|
|
|
|
logger.info('GCS file cleanup completed', { gcsFilePath });
|
|
} catch (error) {
|
|
logger.warn('Failed to cleanup GCS files', {
|
|
gcsFilePath,
|
|
error: error instanceof Error ? error.message : String(error)
|
|
});
|
|
// Don't throw error for cleanup failures
|
|
}
|
|
}
|
|
}
|
|
|
|
export const documentAiProcessor = new DocumentAiProcessor();
|