Newel H cd704e873b
Feat: Create a naive hierarchy for elements (#1268)
## **Summary**
By adding hierarchy to unstructured elements, users will have more
information for implementing vector db/LLM chunking strategies. For
example, text elements could be queried by their preceding title
element. The hierarchy is implemented by a parent_id tag in the
element's metadata.

### Features
- Introduces a parent_id to ElementMetadata (The id of the parent
element, not a pointer)
- Creates a rule set for assigning hierarchies. Sensible default is
assigned, with an optional override parameter
- Sets element parent ids if there isn't an existing parent id or
matches the ruleset

### How it works

Hierarchies are assigned via a parent id field in element metadata.
Elements are read sequentially and evaluated against a ruleset. For
example take the following elements:

1. Title, "This is the Title"
2. Text, "this is the text"

And the ruleset: `{"title": ["text"]}`. When evaluated, the parent_id of
2 will be the id of 1. The algorithm for determining this is more
complex and resolves several edge cases, so please read the code for
further details.

### Schema Changes

```
@dataclass
class ElementMetadata:
      coordinates: Optional[CoordinatesMetadata] = None
      data_source: Optional[DataSourceMetadata] = None
      filename: Optional[str] = None
      file_directory: Optional[str] = None
      last_modified: Optional[str] = None
      filetype: Optional[str] = None
      attached_to_filename: Optional[str] = None
+     parent_id: Optional[Union[str, uuid.UUID, NoID, UUID]] = None
+     category_depth: Optional[int] = None

...
```

### Testing
```
from unstructured.partition.auto import partition
from typing import List

elements = partition(filename="./unstructured/example-docs/fake-html.html", strategy="auto")

for element in elements:
    print(
        f"Category:  {getattr(element, 'category', '')}\n"\
        f"Text:      {getattr(element, 'text', '')}\n"
        f"ID:        {element.id}\n" \
        f"Parent ID: {element.metadata.parent_id}\n"\
        f"Depth:     {element.metadata.category_depth}\n" \
    )
```

### Additional Notes
Implementing this feature revealed a possibly undesired side-effect in
how element metadata are processed. In
`unstructured/partition/common.py` the `_add_element_metadata` is
invoked as part of the `add_metadata_with_filetype` decorator for
filetype partitioning. This method is intended to add additional
information to the metadata generated with the element including
filename and filetype, however the existing metadata is merged into a
newly created metadata object rather than the other way around. Because
of the way it's structured, new metadata fields can easily be forgotten
and pose debugging challenges to developers. This likely warrants a new
issue.

I'm guessing that the implementation is done this way to avoid issues
with deserializing elements, but could be wrong.

---------

Co-authored-by: Benjamin Torres <benjats07@users.noreply.github.com>
2023-09-14 11:23:16 -04:00

290 lines
9.4 KiB
Python

import os
import pathlib
import msg_parser
import pytest
from unstructured.chunking.title import chunk_by_title
from unstructured.documents.elements import (
ElementMetadata,
ListItem,
NarrativeText,
Title,
)
from unstructured.partition.json import partition_json
from unstructured.partition.msg import extract_msg_attachment_info, partition_msg
from unstructured.partition.text import partition_text
from unstructured.staging.base import elements_to_json
DIRECTORY = pathlib.Path(__file__).parent.resolve()
EXAMPLE_DOCS_DIRECTORY = os.path.join(DIRECTORY, "..", "..", "..", "example-docs")
EXPECTED_MSG_OUTPUT = [
NarrativeText(text="This is a test email to use for unit tests."),
Title(text="Important points:"),
ListItem(text="Roses are red"),
ListItem(text="Violets are blue"),
]
ATTACH_EXPECTED_OUTPUT = [
{
"filename": "fake-attachment.txt",
"extension": ".txt",
"file_size": "unknown",
"payload": b"Hey this is a fake attachment!",
},
]
def test_partition_msg_from_filename():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
elements = partition_msg(filename=filename)
parent_id = elements[0].metadata.parent_id
assert elements == EXPECTED_MSG_OUTPUT
assert (
elements[0].metadata.to_dict()
== ElementMetadata(
coordinates=None,
filename=filename,
last_modified="2022-12-16T17:04:16-05:00",
page_number=None,
url=None,
sent_from=["Matthew Robinson <mrobinson@unstructured.io>"],
sent_to=["Matthew Robinson (None)"],
subject="Test Email",
filetype="application/vnd.ms-outlook",
parent_id=parent_id,
).to_dict()
)
for element in elements:
assert element.metadata.filename == "fake-email.msg"
def test_partition_msg_from_filename_with_metadata_filename():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
elements = partition_msg(filename=filename, metadata_filename="test")
assert all(element.metadata.filename == "test" for element in elements)
class MockMsOxMessage:
def __init__(self, filename):
self.body = "Here is an email with plain text."
self.header_dict = {"Content-Type": "text/plain"}
def test_partition_msg_from_filename_with_text_content(monkeypatch):
monkeypatch.setattr(msg_parser, "MsOxMessage", MockMsOxMessage)
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
elements = partition_msg(filename=filename)
assert str(elements[0]) == "Here is an email with plain text."
assert elements[0].metadata.filename == "fake-email.msg"
assert elements[0].metadata.file_directory == EXAMPLE_DOCS_DIRECTORY
def test_partition_msg_raises_with_missing_file():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "doesnt-exist.msg")
with pytest.raises(FileNotFoundError):
partition_msg(filename=filename)
def test_partition_msg_from_file():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
with open(filename, "rb") as f:
elements = partition_msg(file=f)
assert elements == EXPECTED_MSG_OUTPUT
for element in elements:
assert element.metadata.filename is None
def test_partition_msg_from_file_with_metadata_filename():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
with open(filename, "rb") as f:
elements = partition_msg(file=f, metadata_filename="test")
assert elements == EXPECTED_MSG_OUTPUT
for element in elements:
assert element.metadata.filename == "test"
def test_extract_attachment_info():
filename = os.path.join(
DIRECTORY,
"..",
"..",
"..",
"example-docs",
"fake-email-attachment.msg",
)
attachment_info = extract_msg_attachment_info(filename)
assert len(attachment_info) > 0
assert attachment_info == ATTACH_EXPECTED_OUTPUT
def test_partition_msg_raises_with_both_specified():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
with open(filename, "rb") as f, pytest.raises(ValueError):
partition_msg(filename=filename, file=f)
def test_partition_msg_raises_with_neither():
with pytest.raises(ValueError):
partition_msg()
def test_partition_msg_from_filename_exclude_metadata():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
elements = partition_msg(filename=filename, include_metadata=False)
for i in range(len(elements)):
assert elements[i].metadata.to_dict() == {}
def test_partition_msg_from_file_exclude_metadata():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
with open(filename, "rb") as f:
elements = partition_msg(file=f, include_metadata=False)
for i in range(len(elements)):
assert elements[i].metadata.to_dict() == {}
def test_partition_msg_can_process_attachments(
tmpdir,
filename="example-docs/fake-email-attachment.msg",
):
extract_msg_attachment_info(filename=filename, output_dir=tmpdir.dirname)
attachment_filename = os.path.join(
tmpdir.dirname,
ATTACH_EXPECTED_OUTPUT[0]["filename"],
)
mocked_last_modification_date = "2029-07-05T09:24:28"
attachment_elements = partition_text(
filename=attachment_filename,
metadata_filename=attachment_filename,
metadata_last_modified=mocked_last_modification_date,
)
expected_metadata = attachment_elements[0].metadata
expected_metadata.file_directory = None
expected_metadata.attached_to_filename = filename
elements = partition_msg(
filename=filename,
attachment_partitioner=partition_text,
process_attachments=True,
metadata_last_modified=mocked_last_modification_date,
)
# This test does not need to validate if hierarchy is working
# Patch to nullify parent_id
expected_metadata.parent_id = None
elements[-1].metadata.parent_id = None
assert elements[0].text.startswith("Hello!")
for element in elements[:-1]:
assert element.metadata.filename == "fake-email-attachment.msg"
assert element.metadata.subject == "Fake email with attachment"
assert elements[-1].text == "Hey this is a fake attachment!"
assert elements[-1].metadata == expected_metadata
def test_partition_msg_can_process_min_max_wtih_attachments(
tmpdir,
filename="example-docs/fake-email-attachment.msg",
):
extract_msg_attachment_info(filename=filename, output_dir=tmpdir.dirname)
attachment_filename = os.path.join(
tmpdir.dirname,
ATTACH_EXPECTED_OUTPUT[0]["filename"],
)
attachment_elements = partition_text(
filename=attachment_filename,
metadata_filename=attachment_filename,
min_partition=6,
max_partition=12,
)
elements = partition_msg(
filename=filename,
attachment_partitioner=partition_text,
process_attachments=True,
min_partition=6,
max_partition=12,
)
assert elements[0].text.startswith("Hello!")
assert elements[-1].text == attachment_elements[-1].text
assert elements[-2].text == attachment_elements[-2].text
for element in elements:
if element.metadata.attached_to_filename is not None:
assert len(element.text) <= 12
assert len(element.text) >= 6
def test_partition_msg_raises_with_no_partitioner(
filename="example-docs/fake-email-attachment.msg",
):
with pytest.raises(ValueError):
partition_msg(filename=filename, process_attachments=True)
def test_partition_msg_from_file_custom_metadata_date(
filename="example-docs/fake-email.msg",
):
expected_last_modification_date = "2020-07-05T09:24:28"
with open(filename, "rb") as f:
elements = partition_msg(
file=f,
metadata_last_modified=expected_last_modification_date,
)
assert elements[0].metadata.last_modified == expected_last_modification_date
def test_partition_msg_custom_metadata_date(
filename="example-docs/fake-email.msg",
):
expected_last_modification_date = "2020-07-05T09:24:28"
elements = partition_msg(
filename=filename,
metadata_last_modified=expected_last_modification_date,
)
assert elements[0].metadata.last_modified == expected_last_modification_date
def test_partition_msg_with_json():
filename = os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg")
elements = partition_msg(filename=filename)
test_elements = partition_json(text=elements_to_json(elements))
assert elements == test_elements
assert elements[0].metadata.sent_from == test_elements[0].metadata.sent_from
assert elements[0].metadata.sent_to[0] == test_elements[0].metadata.sent_to[0]
assert elements[0].metadata.subject == test_elements[0].metadata.subject
def test_partition_msg_with_pgp_encrypted_message(
caplog,
filename="example-docs/fake-encrypted.msg",
):
elements = partition_msg(filename=filename)
assert elements == []
assert "WARNING" in caplog.text
assert "Encrypted email detected" in caplog.text
def test_add_chunking_strategy_on_partition_msg(
filename=os.path.join(EXAMPLE_DOCS_DIRECTORY, "fake-email.msg"),
):
elements = partition_msg(filename=filename)
chunk_elements = partition_msg(filename, chunking_strategy="by_title")
chunks = chunk_by_title(elements)
assert chunk_elements != elements
assert chunk_elements == chunks