2025-04-13 14:52:26 -07:00

2336 lines
82 KiB
Python

import json
import logging
from io import BytesIO, IOBase
from pathlib import Path
from typing import Dict, Any, List, Optional, Union, BinaryIO
from PIL import Image
from PIL.Image import Image as PILImage
import httpx
from .models import (
Document,
DocumentResult,
CompletionResponse,
IngestTextRequest,
ChunkSource,
Graph,
# Prompt override models
GraphPromptOverrides,
QueryPromptOverrides,
)
from .rules import Rule
from ._internal import _MorphikClientLogic, FinalChunkResult, RuleOrDict
logger = logging.getLogger(__name__)
class Cache:
def __init__(self, db: "Morphik", name: str):
self._db = db
self._name = name
def update(self) -> bool:
response = self._db._request("POST", f"cache/{self._name}/update")
return response.get("success", False)
def add_docs(self, docs: List[str]) -> bool:
response = self._db._request("POST", f"cache/{self._name}/add_docs", {"docs": docs})
return response.get("success", False)
def query(
self, query: str, max_tokens: Optional[int] = None, temperature: Optional[float] = None
) -> CompletionResponse:
response = self._db._request(
"POST",
f"cache/{self._name}/query",
params={"query": query, "max_tokens": max_tokens, "temperature": temperature},
data="",
)
return CompletionResponse(**response)
class Folder:
"""
A folder that allows operations to be scoped to a specific folder.
Args:
client: The Morphik client instance
name: The name of the folder
"""
def __init__(self, client: "Morphik", name: str):
self._client = client
self._name = name
@property
def name(self) -> str:
"""Returns the folder name."""
return self._name
def signin(self, end_user_id: str) -> "UserScope":
"""
Returns a UserScope object scoped to this folder and the end user.
Args:
end_user_id: The ID of the end user
Returns:
UserScope: A user scope scoped to this folder and the end user
"""
return UserScope(client=self._client, end_user_id=end_user_id, folder_name=self._name)
def ingest_text(
self,
content: str,
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a text document into Morphik within this folder.
Args:
content: Text content to ingest
filename: Optional file name
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion
use_colpali: Whether to use ColPali-style embedding model
Returns:
Document: Metadata of the ingested document
"""
rules_list = [self._client._convert_rule(r) for r in (rules or [])]
payload = self._client._logic._prepare_ingest_text_request(
content, filename, metadata, rules_list, use_colpali, self._name, None
)
response = self._client._request("POST", "ingest/text", data=payload)
doc = self._client._logic._parse_document_response(response)
doc._client = self._client
return doc
def ingest_file(
self,
file: Union[str, bytes, BinaryIO, Path],
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a file document into Morphik within this folder.
Args:
file: File to ingest (path string, bytes, file object, or Path)
filename: Name of the file
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion
use_colpali: Whether to use ColPali-style embedding model
Returns:
Document: Metadata of the ingested document
"""
# Process file input
file_obj, filename = self._client._logic._prepare_file_for_upload(file, filename)
try:
# Prepare multipart form data
files = {"file": (filename, file_obj)}
# Create form data
form_data = self._client._logic._prepare_ingest_file_form_data(
metadata, rules, self._name, None
)
response = self._client._request(
"POST",
f"ingest/file?use_colpali={str(use_colpali).lower()}",
data=form_data,
files=files,
)
doc = self._client._logic._parse_document_response(response)
doc._client = self._client
return doc
finally:
# Close file if we opened it
if isinstance(file, (str, Path)):
file_obj.close()
def ingest_files(
self,
files: List[Union[str, bytes, BinaryIO, Path]],
metadata: Optional[Union[Dict[str, Any], List[Dict[str, Any]]]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest multiple files into Morphik within this folder.
Args:
files: List of files to ingest
metadata: Optional metadata
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of ingested documents
"""
# Convert files to format expected by API
file_objects = self._client._logic._prepare_files_for_upload(files)
try:
# Prepare form data
data = self._client._logic._prepare_ingest_files_form_data(
metadata, rules, use_colpali, parallel, self._name, None
)
response = self._client._request("POST", "ingest/files", data=data, files=file_objects)
if response.get("errors"):
# Log errors but don't raise exception
for error in response["errors"]:
logger.error(f"Failed to ingest {error['filename']}: {error['error']}")
docs = [
self._client._logic._parse_document_response(doc) for doc in response["documents"]
]
for doc in docs:
doc._client = self._client
return docs
finally:
# Clean up file objects
for _, (_, file_obj) in file_objects:
if isinstance(file_obj, (IOBase, BytesIO)) and not file_obj.closed:
file_obj.close()
def ingest_directory(
self,
directory: Union[str, Path],
recursive: bool = False,
pattern: str = "*",
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest all files in a directory into Morphik within this folder.
Args:
directory: Path to directory containing files to ingest
recursive: Whether to recursively process subdirectories
pattern: Optional glob pattern to filter files
metadata: Optional metadata dictionary to apply to all files
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of ingested documents
"""
directory = Path(directory)
if not directory.is_dir():
raise ValueError(f"Directory not found: {directory}")
# Collect all files matching pattern
if recursive:
files = list(directory.rglob(pattern))
else:
files = list(directory.glob(pattern))
# Filter out directories
files = [f for f in files if f.is_file()]
if not files:
return []
# Use ingest_files with collected paths
return self.ingest_files(
files=files, metadata=metadata, rules=rules, use_colpali=use_colpali, parallel=parallel
)
def retrieve_chunks(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[FinalChunkResult]:
"""
Retrieve relevant chunks within this folder.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model
Returns:
List[FinalChunkResult]: List of relevant chunks
"""
request = {
"query": query,
"filters": filters,
"k": k,
"min_score": min_score,
"use_colpali": use_colpali,
"folder_name": self._name, # Add folder name here
}
response = self._client._request("POST", "retrieve/chunks", request)
return self._client._logic._parse_chunk_result_list_response(response)
def retrieve_docs(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[DocumentResult]:
"""
Retrieve relevant documents within this folder.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model
Returns:
List[DocumentResult]: List of relevant documents
"""
request = {
"query": query,
"filters": filters,
"k": k,
"min_score": min_score,
"use_colpali": use_colpali,
"folder_name": self._name, # Add folder name here
}
response = self._client._request("POST", "retrieve/docs", request)
return self._client._logic._parse_document_result_list_response(response)
def query(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
max_tokens: Optional[int] = None,
temperature: Optional[float] = None,
use_colpali: bool = True,
graph_name: Optional[str] = None,
hop_depth: int = 1,
include_paths: bool = False,
prompt_overrides: Optional[Union[QueryPromptOverrides, Dict[str, Any]]] = None,
) -> CompletionResponse:
"""
Generate completion using relevant chunks as context within this folder.
Args:
query: Query text
filters: Optional metadata filters
k: Number of chunks to use as context (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
max_tokens: Maximum tokens in completion
temperature: Model temperature
use_colpali: Whether to use ColPali-style embedding model
graph_name: Optional name of the graph to use for knowledge graph-enhanced retrieval
hop_depth: Number of relationship hops to traverse in the graph (1-3)
include_paths: Whether to include relationship paths in the response
prompt_overrides: Optional customizations for entity extraction, resolution, and query prompts
Returns:
CompletionResponse: Generated completion
"""
payload = self._client._logic._prepare_query_request(
query,
filters,
k,
min_score,
max_tokens,
temperature,
use_colpali,
graph_name,
hop_depth,
include_paths,
prompt_overrides,
self._name,
None,
)
response = self._client._request("POST", "query", data=payload)
return self._client._logic._parse_completion_response(response)
def list_documents(
self, skip: int = 0, limit: int = 100, filters: Optional[Dict[str, Any]] = None
) -> List[Document]:
"""
List accessible documents within this folder.
Args:
skip: Number of documents to skip
limit: Maximum number of documents to return
filters: Optional filters
Returns:
List[Document]: List of documents
"""
params, data = self._client._logic._prepare_list_documents_request(
skip, limit, filters, self._name, None
)
response = self._client._request("POST", "documents", data=data, params=params)
docs = self._client._logic._parse_document_list_response(response)
for doc in docs:
doc._client = self._client
return docs
def batch_get_documents(self, document_ids: List[str]) -> List[Document]:
"""
Retrieve multiple documents by their IDs in a single batch operation within this folder.
Args:
document_ids: List of document IDs to retrieve
Returns:
List[Document]: List of document metadata for found documents
"""
request = {"document_ids": document_ids, "folder_name": self._name}
response = self._client._request("POST", "batch/documents", data=request)
docs = [self._client._logic._parse_document_response(doc) for doc in response]
for doc in docs:
doc._client = self._client
return docs
def batch_get_chunks(
self, sources: List[Union[ChunkSource, Dict[str, Any]]]
) -> List[FinalChunkResult]:
"""
Retrieve specific chunks by their document ID and chunk number in a single batch operation within this folder.
Args:
sources: List of ChunkSource objects or dictionaries with document_id and chunk_number
Returns:
List[FinalChunkResult]: List of chunk results
"""
# Convert to list of dictionaries if needed
source_dicts = []
for source in sources:
if isinstance(source, dict):
source_dicts.append(source)
else:
source_dicts.append(source.model_dump())
# Add folder_name to request
request = {"sources": source_dicts, "folder_name": self._name}
response = self._client._request("POST", "batch/chunks", data=request)
return self._client._logic._parse_chunk_result_list_response(response)
def create_graph(
self,
name: str,
filters: Optional[Dict[str, Any]] = None,
documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Create a graph from documents within this folder.
Args:
name: Name of the graph to create
filters: Optional metadata filters to determine which documents to include
documents: Optional list of specific document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Returns:
Graph: The created graph object
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"name": name,
"filters": filters,
"documents": documents,
"prompt_overrides": prompt_overrides,
"folder_name": self._name, # Add folder name here
}
response = self._client._request("POST", "graph/create", request)
return self._client._logic._parse_graph_response(response)
def update_graph(
self,
name: str,
additional_filters: Optional[Dict[str, Any]] = None,
additional_documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Update an existing graph with new documents from this folder.
Args:
name: Name of the graph to update
additional_filters: Optional additional metadata filters to determine which new documents to include
additional_documents: Optional list of additional document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Returns:
Graph: The updated graph
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"additional_filters": additional_filters,
"additional_documents": additional_documents,
"prompt_overrides": prompt_overrides,
"folder_name": self._name, # Add folder name here
}
response = self._client._request("POST", f"graph/{name}/update", request)
return self._client._logic._parse_graph_response(response)
def delete_document_by_filename(self, filename: str) -> Dict[str, str]:
"""
Delete a document by its filename within this folder.
Args:
filename: Filename of the document to delete
Returns:
Dict[str, str]: Deletion status
"""
# Get the document by filename with folder scope
request = {"filename": filename, "folder_name": self._name}
# First get the document ID
response = self._client._request(
"GET", f"documents/filename/{filename}", params={"folder_name": self._name}
)
doc = self._client._logic._parse_document_response(response)
# Then delete by ID
return self._client.delete_document(doc.external_id)
class UserScope:
"""
A user scope that allows operations to be scoped to a specific end user and optionally a folder.
Args:
client: The Morphik client instance
end_user_id: The ID of the end user
folder_name: Optional folder name to further scope operations
"""
def __init__(self, client: "Morphik", end_user_id: str, folder_name: Optional[str] = None):
self._client = client
self._end_user_id = end_user_id
self._folder_name = folder_name
@property
def end_user_id(self) -> str:
"""Returns the end user ID."""
return self._end_user_id
@property
def folder_name(self) -> Optional[str]:
"""Returns the folder name if any."""
return self._folder_name
def ingest_text(
self,
content: str,
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a text document into Morphik as this end user.
Args:
content: Text content to ingest
filename: Optional file name
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion
use_colpali: Whether to use ColPali-style embedding model
Returns:
Document: Metadata of the ingested document
"""
rules_list = [self._client._convert_rule(r) for r in (rules or [])]
payload = self._client._logic._prepare_ingest_text_request(
content,
filename,
metadata,
rules_list,
use_colpali,
self._folder_name,
self._end_user_id,
)
response = self._client._request("POST", "ingest/text", data=payload)
doc = self._client._logic._parse_document_response(response)
doc._client = self._client
return doc
def ingest_file(
self,
file: Union[str, bytes, BinaryIO, Path],
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a file document into Morphik as this end user.
Args:
file: File to ingest (path string, bytes, file object, or Path)
filename: Name of the file
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion
use_colpali: Whether to use ColPali-style embedding model
Returns:
Document: Metadata of the ingested document
"""
# Handle different file input types
if isinstance(file, (str, Path)):
file_path = Path(file)
if not file_path.exists():
raise ValueError(f"File not found: {file}")
filename = file_path.name if filename is None else filename
with open(file_path, "rb") as f:
content = f.read()
file_obj = BytesIO(content)
elif isinstance(file, bytes):
if filename is None:
raise ValueError("filename is required when ingesting bytes")
file_obj = BytesIO(file)
else:
if filename is None:
raise ValueError("filename is required when ingesting file object")
file_obj = file
try:
# Prepare multipart form data
files = {"file": (filename, file_obj)}
# Add metadata and rules
form_data = {
"metadata": json.dumps(metadata or {}),
"rules": json.dumps([self._client._convert_rule(r) for r in (rules or [])]),
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
form_data["folder_name"] = self._folder_name
response = self._client._request(
"POST",
f"ingest/file?use_colpali={str(use_colpali).lower()}",
data=form_data,
files=files,
)
doc = self._client._logic._parse_document_response(response)
doc._client = self._client
return doc
finally:
# Close file if we opened it
if isinstance(file, (str, Path)):
file_obj.close()
def ingest_files(
self,
files: List[Union[str, bytes, BinaryIO, Path]],
metadata: Optional[Union[Dict[str, Any], List[Dict[str, Any]]]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest multiple files into Morphik as this end user.
Args:
files: List of files to ingest
metadata: Optional metadata
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of ingested documents
"""
# Convert files to format expected by API
file_objects = []
for file in files:
if isinstance(file, (str, Path)):
path = Path(file)
file_objects.append(("files", (path.name, open(path, "rb"))))
elif isinstance(file, bytes):
file_objects.append(("files", ("file.bin", file)))
else:
file_objects.append(("files", (getattr(file, "name", "file.bin"), file)))
try:
# Prepare request data
# Convert rules appropriately
if rules:
if all(isinstance(r, list) for r in rules):
# List of lists - per-file rules
converted_rules = [
[self._client._convert_rule(r) for r in rule_list] for rule_list in rules
]
else:
# Flat list - shared rules for all files
converted_rules = [self._client._convert_rule(r) for r in rules]
else:
converted_rules = []
data = {
"metadata": json.dumps(metadata or {}),
"rules": json.dumps(converted_rules),
"use_colpali": str(use_colpali).lower() if use_colpali is not None else None,
"parallel": str(parallel).lower(),
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
data["folder_name"] = self._folder_name
response = self._client._request("POST", "ingest/files", data=data, files=file_objects)
if response.get("errors"):
# Log errors but don't raise exception
for error in response["errors"]:
logger.error(f"Failed to ingest {error['filename']}: {error['error']}")
docs = [
self._client._logic._parse_document_response(doc) for doc in response["documents"]
]
for doc in docs:
doc._client = self._client
return docs
finally:
# Clean up file objects
for _, (_, file_obj) in file_objects:
if isinstance(file_obj, (IOBase, BytesIO)) and not file_obj.closed:
file_obj.close()
def ingest_directory(
self,
directory: Union[str, Path],
recursive: bool = False,
pattern: str = "*",
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest all files in a directory into Morphik as this end user.
Args:
directory: Path to directory containing files to ingest
recursive: Whether to recursively process subdirectories
pattern: Optional glob pattern to filter files
metadata: Optional metadata dictionary to apply to all files
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of ingested documents
"""
directory = Path(directory)
if not directory.is_dir():
raise ValueError(f"Directory not found: {directory}")
# Collect all files matching pattern
if recursive:
files = list(directory.rglob(pattern))
else:
files = list(directory.glob(pattern))
# Filter out directories
files = [f for f in files if f.is_file()]
if not files:
return []
# Use ingest_files with collected paths
return self.ingest_files(
files=files, metadata=metadata, rules=rules, use_colpali=use_colpali, parallel=parallel
)
def retrieve_chunks(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[FinalChunkResult]:
"""
Retrieve relevant chunks as this end user.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model
Returns:
List[FinalChunkResult]: List of relevant chunks
"""
request = {
"query": query,
"filters": filters,
"k": k,
"min_score": min_score,
"use_colpali": use_colpali,
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", "retrieve/chunks", request)
return self._client._logic._parse_chunk_result_list_response(response)
def retrieve_docs(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[DocumentResult]:
"""
Retrieve relevant documents as this end user.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model
Returns:
List[DocumentResult]: List of relevant documents
"""
request = {
"query": query,
"filters": filters,
"k": k,
"min_score": min_score,
"use_colpali": use_colpali,
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", "retrieve/docs", request)
return self._client._logic._parse_document_result_list_response(response)
def query(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
max_tokens: Optional[int] = None,
temperature: Optional[float] = None,
use_colpali: bool = True,
graph_name: Optional[str] = None,
hop_depth: int = 1,
include_paths: bool = False,
prompt_overrides: Optional[Union[QueryPromptOverrides, Dict[str, Any]]] = None,
) -> CompletionResponse:
"""
Generate completion using relevant chunks as context as this end user.
Args:
query: Query text
filters: Optional metadata filters
k: Number of chunks to use as context (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
max_tokens: Maximum tokens in completion
temperature: Model temperature
use_colpali: Whether to use ColPali-style embedding model
graph_name: Optional name of the graph to use for knowledge graph-enhanced retrieval
hop_depth: Number of relationship hops to traverse in the graph (1-3)
include_paths: Whether to include relationship paths in the response
prompt_overrides: Optional customizations for entity extraction, resolution, and query prompts
Returns:
CompletionResponse: Generated completion
"""
payload = self._client._logic._prepare_query_request(
query,
filters,
k,
min_score,
max_tokens,
temperature,
use_colpali,
graph_name,
hop_depth,
include_paths,
prompt_overrides,
self._folder_name,
self._end_user_id,
)
response = self._client._request("POST", "query", data=payload)
return self._client._logic._parse_completion_response(response)
def list_documents(
self, skip: int = 0, limit: int = 100, filters: Optional[Dict[str, Any]] = None
) -> List[Document]:
"""
List accessible documents for this end user.
Args:
skip: Number of documents to skip
limit: Maximum number of documents to return
filters: Optional filters
Returns:
List[Document]: List of documents
"""
# Add end_user_id and folder_name to params
params = {"skip": skip, "limit": limit, "end_user_id": self._end_user_id}
# Add folder name if scoped to a folder
if self._folder_name:
params["folder_name"] = self._folder_name
response = self._client._request("POST", f"documents", data=filters or {}, params=params)
docs = [self._client._logic._parse_document_response(doc) for doc in response]
for doc in docs:
doc._client = self._client
return docs
def batch_get_documents(self, document_ids: List[str]) -> List[Document]:
"""
Retrieve multiple documents by their IDs in a single batch operation for this end user.
Args:
document_ids: List of document IDs to retrieve
Returns:
List[Document]: List of document metadata for found documents
"""
request = {"document_ids": document_ids, "end_user_id": self._end_user_id}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", "batch/documents", data=request)
docs = [self._client._logic._parse_document_response(doc) for doc in response]
for doc in docs:
doc._client = self._client
return docs
def batch_get_chunks(
self, sources: List[Union[ChunkSource, Dict[str, Any]]]
) -> List[FinalChunkResult]:
"""
Retrieve specific chunks by their document ID and chunk number in a single batch operation for this end user.
Args:
sources: List of ChunkSource objects or dictionaries with document_id and chunk_number
Returns:
List[FinalChunkResult]: List of chunk results
"""
# Convert to list of dictionaries if needed
source_dicts = []
for source in sources:
if isinstance(source, dict):
source_dicts.append(source)
else:
source_dicts.append(source.model_dump())
# Add end_user_id and folder_name to request
request = {"sources": source_dicts, "end_user_id": self._end_user_id}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", "batch/chunks", data=request)
return self._client._logic._parse_chunk_result_list_response(response)
def create_graph(
self,
name: str,
filters: Optional[Dict[str, Any]] = None,
documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Create a graph from documents for this end user.
Args:
name: Name of the graph to create
filters: Optional metadata filters to determine which documents to include
documents: Optional list of specific document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Returns:
Graph: The created graph object
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"name": name,
"filters": filters,
"documents": documents,
"prompt_overrides": prompt_overrides,
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", "graph/create", request)
return self._client._logic._parse_graph_response(response)
def update_graph(
self,
name: str,
additional_filters: Optional[Dict[str, Any]] = None,
additional_documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Update an existing graph with new documents for this end user.
Args:
name: Name of the graph to update
additional_filters: Optional additional metadata filters to determine which new documents to include
additional_documents: Optional list of additional document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Returns:
Graph: The updated graph
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"additional_filters": additional_filters,
"additional_documents": additional_documents,
"prompt_overrides": prompt_overrides,
"end_user_id": self._end_user_id, # Add end user ID here
}
# Add folder name if scoped to a folder
if self._folder_name:
request["folder_name"] = self._folder_name
response = self._client._request("POST", f"graph/{name}/update", request)
return self._client._logic._parse_graph_response(response)
def delete_document_by_filename(self, filename: str) -> Dict[str, str]:
"""
Delete a document by its filename for this end user.
Args:
filename: Filename of the document to delete
Returns:
Dict[str, str]: Deletion status
"""
# Build parameters for the filename lookup
params = {"end_user_id": self._end_user_id}
# Add folder name if scoped to a folder
if self._folder_name:
params["folder_name"] = self._folder_name
# First get the document ID
response = self._client._request("GET", f"documents/filename/{filename}", params=params)
doc = self._client._logic._parse_document_response(response)
# Then delete by ID
return self._client.delete_document(doc.external_id)
class Morphik:
"""
Morphik client for document operations.
Args:
uri (str, optional): Morphik URI in format "morphik://<owner_id>:<token>@<host>".
If not provided, connects to http://localhost:8000 without authentication.
timeout (int, optional): Request timeout in seconds. Defaults to 30.
is_local (bool, optional): Whether connecting to local development server. Defaults to False.
Examples:
```python
# Without authentication
db = Morphik()
# With authentication
db = Morphik("morphik://owner_id:token@api.morphik.ai")
```
"""
def __init__(self, uri: Optional[str] = None, timeout: int = 30, is_local: bool = False):
self._logic = _MorphikClientLogic(uri, timeout, is_local)
self._client = httpx.Client(timeout=self._logic._timeout, verify=not self._logic._is_local)
def _request(
self,
method: str,
endpoint: str,
data: Optional[Dict[str, Any]] = None,
files: Optional[Dict[str, Any]] = None,
params: Optional[Dict[str, Any]] = None,
) -> Dict[str, Any]:
"""Make HTTP request"""
url = self._logic._get_url(endpoint)
headers = self._logic._get_headers()
if self._logic._auth_token: # Only add auth header if we have a token
headers["Authorization"] = f"Bearer {self._logic._auth_token}"
# Configure request data based on type
if files:
# Multipart form data for files
request_data = {"files": files, "data": data}
# Don't set Content-Type, let httpx handle it
else:
# JSON for everything else
headers["Content-Type"] = "application/json"
request_data = {"json": data}
response = self._client.request(
method,
url,
headers=headers,
params=params,
**request_data,
)
response.raise_for_status()
return response.json()
def _convert_rule(self, rule: RuleOrDict) -> Dict[str, Any]:
"""Convert a rule to a dictionary format"""
return self._logic._convert_rule(rule)
def create_folder(self, name: str) -> Folder:
"""
Create a folder to scope operations.
Args:
name: The name of the folder
Returns:
Folder: A folder object for scoped operations
"""
return Folder(self, name)
def get_folder(self, name: str) -> Folder:
"""
Get a folder by name to scope operations.
Args:
name: The name of the folder
Returns:
Folder: A folder object for scoped operations
"""
return Folder(self, name)
def signin(self, end_user_id: str) -> UserScope:
"""
Sign in as an end user to scope operations.
Args:
end_user_id: The ID of the end user
Returns:
UserScope: A user scope object for scoped operations
"""
return UserScope(self, end_user_id)
def ingest_text(
self,
content: str,
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a text document into Morphik.
Args:
content: Text content to ingest
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion. Can be:
- MetadataExtractionRule: Extract metadata using a schema
- NaturalLanguageRule: Transform content using natural language
use_colpali: Whether to use ColPali-style embedding model to ingest the text (slower, but significantly better retrieval accuracy for text and images)
Returns:
Document: Metadata of the ingested document
Example:
```python
from morphik.rules import MetadataExtractionRule, NaturalLanguageRule
from pydantic import BaseModel
class DocumentInfo(BaseModel):
title: str
author: str
date: str
doc = db.ingest_text(
"Machine learning is fascinating...",
metadata={"category": "tech"},
rules=[
# Extract metadata using schema
MetadataExtractionRule(schema=DocumentInfo),
# Transform content
NaturalLanguageRule(prompt="Shorten the content, use keywords")
]
)
```
"""
rules_list = [self._convert_rule(r) for r in (rules or [])]
payload = self._logic._prepare_ingest_text_request(
content, filename, metadata, rules_list, use_colpali, None, None
)
response = self._request("POST", "ingest/text", data=payload)
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
def ingest_file(
self,
file: Union[str, bytes, BinaryIO, Path],
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
) -> Document:
"""
Ingest a file document into Morphik.
Args:
file: File to ingest (path string, bytes, file object, or Path)
filename: Name of the file
metadata: Optional metadata dictionary
rules: Optional list of rules to apply during ingestion. Can be:
- MetadataExtractionRule: Extract metadata using a schema
- NaturalLanguageRule: Transform content using natural language
use_colpali: Whether to use ColPali-style embedding model to ingest the file (slower, but significantly better retrieval accuracy for images)
Returns:
Document: Metadata of the ingested document
Example:
```python
from morphik.rules import MetadataExtractionRule, NaturalLanguageRule
from pydantic import BaseModel
class DocumentInfo(BaseModel):
title: str
author: str
department: str
doc = db.ingest_file(
"document.pdf",
filename="document.pdf",
metadata={"category": "research"},
rules=[
MetadataExtractionRule(schema=DocumentInfo),
NaturalLanguageRule(prompt="Extract key points only")
], # Optional
use_colpali=True, # Optional
)
```
"""
# Process file input
file_obj, filename = self._logic._prepare_file_for_upload(file, filename)
try:
# Prepare multipart form data
files = {"file": (filename, file_obj)}
# Create form data
form_data = self._logic._prepare_ingest_file_form_data(metadata, rules, None, None)
response = self._request(
"POST",
f"ingest/file?use_colpali={str(use_colpali).lower()}",
data=form_data,
files=files,
)
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
finally:
# Close file if we opened it
if isinstance(file, (str, Path)):
file_obj.close()
def ingest_files(
self,
files: List[Union[str, bytes, BinaryIO, Path]],
metadata: Optional[Union[Dict[str, Any], List[Dict[str, Any]]]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest multiple files into Morphik.
Args:
files: List of files to ingest (path strings, bytes, file objects, or Paths)
metadata: Optional metadata (single dict for all files or list of dicts)
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of successfully ingested documents
Raises:
ValueError: If metadata list length doesn't match files length
"""
# Convert files to format expected by API
file_objects = self._logic._prepare_files_for_upload(files)
try:
# Prepare form data
data = self._logic._prepare_ingest_files_form_data(
metadata, rules, use_colpali, parallel, None, None
)
response = self._request("POST", "ingest/files", data=data, files=file_objects)
if response.get("errors"):
# Log errors but don't raise exception
for error in response["errors"]:
logger.error(f"Failed to ingest {error['filename']}: {error['error']}")
docs = [self._logic._parse_document_response(doc) for doc in response["documents"]]
for doc in docs:
doc._client = self
return docs
finally:
# Clean up file objects
for _, (_, file_obj) in file_objects:
if isinstance(file_obj, (IOBase, BytesIO)) and not file_obj.closed:
file_obj.close()
def ingest_directory(
self,
directory: Union[str, Path],
recursive: bool = False,
pattern: str = "*",
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List[RuleOrDict]] = None,
use_colpali: bool = True,
parallel: bool = True,
) -> List[Document]:
"""
Ingest all files in a directory into Morphik.
Args:
directory: Path to directory containing files to ingest
recursive: Whether to recursively process subdirectories
pattern: Optional glob pattern to filter files (e.g. "*.pdf")
metadata: Optional metadata dictionary to apply to all files
rules: Optional list of rules to apply
use_colpali: Whether to use ColPali-style embedding
parallel: Whether to process files in parallel
Returns:
List[Document]: List of ingested documents
Raises:
ValueError: If directory not found
"""
directory = Path(directory)
if not directory.is_dir():
raise ValueError(f"Directory not found: {directory}")
# Collect all files matching pattern
if recursive:
files = list(directory.rglob(pattern))
else:
files = list(directory.glob(pattern))
# Filter out directories
files = [f for f in files if f.is_file()]
if not files:
return []
# Use ingest_files with collected paths
return self.ingest_files(
files=files, metadata=metadata, rules=rules, use_colpali=use_colpali, parallel=parallel
)
def retrieve_chunks(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[FinalChunkResult]:
"""
Retrieve relevant chunks.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model to retrieve the chunks (only works for documents ingested with `use_colpali=True`)
Returns:
List[ChunkResult]
Example:
```python
chunks = db.retrieve_chunks(
"What are the key findings?",
filters={"department": "research"}
)
```
"""
payload = self._logic._prepare_retrieve_chunks_request(
query, filters, k, min_score, use_colpali, None, None
)
response = self._request("POST", "retrieve/chunks", data=payload)
return self._logic._parse_chunk_result_list_response(response)
def retrieve_docs(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
use_colpali: bool = True,
) -> List[DocumentResult]:
"""
Retrieve relevant documents.
Args:
query: Search query text
filters: Optional metadata filters
k: Number of results (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
use_colpali: Whether to use ColPali-style embedding model to retrieve the documents (only works for documents ingested with `use_colpali=True`)
Returns:
List[DocumentResult]
Example:
```python
docs = db.retrieve_docs(
"machine learning",
k=5
)
```
"""
payload = self._logic._prepare_retrieve_docs_request(
query, filters, k, min_score, use_colpali, None, None
)
response = self._request("POST", "retrieve/docs", data=payload)
return self._logic._parse_document_result_list_response(response)
def query(
self,
query: str,
filters: Optional[Dict[str, Any]] = None,
k: int = 4,
min_score: float = 0.0,
max_tokens: Optional[int] = None,
temperature: Optional[float] = None,
use_colpali: bool = True,
graph_name: Optional[str] = None,
hop_depth: int = 1,
include_paths: bool = False,
prompt_overrides: Optional[Union[QueryPromptOverrides, Dict[str, Any]]] = None,
) -> CompletionResponse:
"""
Generate completion using relevant chunks as context.
Args:
query: Query text
filters: Optional metadata filters
k: Number of chunks to use as context (default: 4)
min_score: Minimum similarity threshold (default: 0.0)
max_tokens: Maximum tokens in completion
temperature: Model temperature
use_colpali: Whether to use ColPali-style embedding model to generate the completion (only works for documents ingested with `use_colpali=True`)
graph_name: Optional name of the graph to use for knowledge graph-enhanced retrieval
hop_depth: Number of relationship hops to traverse in the graph (1-3)
include_paths: Whether to include relationship paths in the response
prompt_overrides: Optional customizations for entity extraction, resolution, and query prompts
Either a QueryPromptOverrides object or a dictionary with the same structure
Returns:
CompletionResponse
Example:
```python
# Standard query
response = db.query(
"What are the key findings about customer satisfaction?",
filters={"department": "research"},
temperature=0.7
)
# Knowledge graph enhanced query
response = db.query(
"How does product X relate to customer segment Y?",
graph_name="market_graph",
hop_depth=2,
include_paths=True
)
# With prompt customization
from morphik.models import QueryPromptOverride, QueryPromptOverrides
response = db.query(
"What are the key findings?",
prompt_overrides=QueryPromptOverrides(
query=QueryPromptOverride(
prompt_template="Answer the question in a formal, academic tone: {question}"
)
)
)
# Or using a dictionary
response = db.query(
"What are the key findings?",
prompt_overrides={
"query": {
"prompt_template": "Answer the question in a formal, academic tone: {question}"
}
}
)
print(response.completion)
# If include_paths=True, you can inspect the graph paths
if response.metadata and "graph" in response.metadata:
for path in response.metadata["graph"]["paths"]:
print(" -> ".join(path))
```
"""
payload = self._logic._prepare_query_request(
query,
filters,
k,
min_score,
max_tokens,
temperature,
use_colpali,
graph_name,
hop_depth,
include_paths,
prompt_overrides,
None,
None,
)
response = self._request("POST", "query", data=payload)
return self._logic._parse_completion_response(response)
def list_documents(
self, skip: int = 0, limit: int = 100, filters: Optional[Dict[str, Any]] = None
) -> List[Document]:
"""
List accessible documents.
Args:
skip: Number of documents to skip
limit: Maximum number of documents to return
filters: Optional filters
Returns:
List[Document]: List of accessible documents
Example:
```python
# Get first page
docs = db.list_documents(limit=10)
# Get next page
next_page = db.list_documents(skip=10, limit=10, filters={"department": "research"})
```
"""
params, data = self._logic._prepare_list_documents_request(skip, limit, filters, None, None)
response = self._request("POST", "documents", data=data, params=params)
docs = self._logic._parse_document_list_response(response)
for doc in docs:
doc._client = self
return docs
def get_document(self, document_id: str) -> Document:
"""
Get document metadata by ID.
Args:
document_id: ID of the document
Returns:
Document: Document metadata
Example:
```python
doc = db.get_document("doc_123")
print(f"Title: {doc.metadata.get('title')}")
```
"""
response = self._request("GET", f"documents/{document_id}")
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
def get_document_by_filename(self, filename: str) -> Document:
"""
Get document metadata by filename.
If multiple documents have the same filename, returns the most recently updated one.
Args:
filename: Filename of the document to retrieve
Returns:
Document: Document metadata
Example:
```python
doc = db.get_document_by_filename("report.pdf")
print(f"Document ID: {doc.external_id}")
```
"""
response = self._request("GET", f"documents/filename/{filename}")
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
def update_document_with_text(
self,
document_id: str,
content: str,
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List] = None,
update_strategy: str = "add",
use_colpali: Optional[bool] = None,
) -> Document:
"""
Update a document with new text content using the specified strategy.
Args:
document_id: ID of the document to update
content: The new content to add
filename: Optional new filename for the document
metadata: Additional metadata to update (optional)
rules: Optional list of rules to apply to the content
update_strategy: Strategy for updating the document (currently only 'add' is supported)
use_colpali: Whether to use multi-vector embedding
Returns:
Document: Updated document metadata
Example:
```python
# Add new content to an existing document
updated_doc = db.update_document_with_text(
document_id="doc_123",
content="This is additional content that will be appended to the document.",
filename="updated_document.txt",
metadata={"category": "updated"},
update_strategy="add"
)
print(f"Document version: {updated_doc.system_metadata.get('version')}")
```
"""
# Use the dedicated text update endpoint
request = IngestTextRequest(
content=content,
filename=filename,
metadata=metadata or {},
rules=[self._convert_rule(r) for r in (rules or [])],
use_colpali=use_colpali if use_colpali is not None else True,
)
params = {}
if update_strategy != "add":
params["update_strategy"] = update_strategy
response = self._request(
"POST", f"documents/{document_id}/update_text", data=request.model_dump(), params=params
)
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
def update_document_with_file(
self,
document_id: str,
file: Union[str, bytes, BinaryIO, Path],
filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List] = None,
update_strategy: str = "add",
use_colpali: Optional[bool] = None,
) -> Document:
"""
Update a document with content from a file using the specified strategy.
Args:
document_id: ID of the document to update
file: File to add (path string, bytes, file object, or Path)
filename: Name of the file
metadata: Additional metadata to update (optional)
rules: Optional list of rules to apply to the content
update_strategy: Strategy for updating the document (currently only 'add' is supported)
use_colpali: Whether to use multi-vector embedding
Returns:
Document: Updated document metadata
Example:
```python
# Add content from a file to an existing document
updated_doc = db.update_document_with_file(
document_id="doc_123",
file="path/to/update.pdf",
metadata={"status": "updated"},
update_strategy="add"
)
print(f"Document version: {updated_doc.system_metadata.get('version')}")
```
"""
# Handle different file input types
if isinstance(file, (str, Path)):
file_path = Path(file)
if not file_path.exists():
raise ValueError(f"File not found: {file}")
filename = file_path.name if filename is None else filename
with open(file_path, "rb") as f:
content = f.read()
file_obj = BytesIO(content)
elif isinstance(file, bytes):
if filename is None:
raise ValueError("filename is required when updating with bytes")
file_obj = BytesIO(file)
else:
if filename is None:
raise ValueError("filename is required when updating with file object")
file_obj = file
try:
# Prepare multipart form data
files = {"file": (filename, file_obj)}
# Convert metadata and rules to JSON strings
form_data = {
"metadata": json.dumps(metadata or {}),
"rules": json.dumps([self._convert_rule(r) for r in (rules or [])]),
"update_strategy": update_strategy,
}
if use_colpali is not None:
form_data["use_colpali"] = str(use_colpali).lower()
# Use the dedicated file update endpoint
response = self._request(
"POST", f"documents/{document_id}/update_file", data=form_data, files=files
)
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
finally:
# Close file if we opened it
if isinstance(file, (str, Path)):
file_obj.close()
def update_document_metadata(
self,
document_id: str,
metadata: Dict[str, Any],
) -> Document:
"""
Update a document's metadata only.
Args:
document_id: ID of the document to update
metadata: Metadata to update
Returns:
Document: Updated document metadata
Example:
```python
# Update just the metadata of a document
updated_doc = db.update_document_metadata(
document_id="doc_123",
metadata={"status": "reviewed", "reviewer": "Jane Smith"}
)
print(f"Updated metadata: {updated_doc.metadata}")
```
"""
# Use the dedicated metadata update endpoint
response = self._request("POST", f"documents/{document_id}/update_metadata", data=metadata)
doc = self._logic._parse_document_response(response)
doc._client = self
return doc
def update_document_by_filename_with_text(
self,
filename: str,
content: str,
new_filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List] = None,
update_strategy: str = "add",
use_colpali: Optional[bool] = None,
) -> Document:
"""
Update a document identified by filename with new text content using the specified strategy.
Args:
filename: Filename of the document to update
content: The new content to add
new_filename: Optional new filename for the document
metadata: Additional metadata to update (optional)
rules: Optional list of rules to apply to the content
update_strategy: Strategy for updating the document (currently only 'add' is supported)
use_colpali: Whether to use multi-vector embedding
Returns:
Document: Updated document metadata
Example:
```python
# Add new content to an existing document identified by filename
updated_doc = db.update_document_by_filename_with_text(
filename="report.pdf",
content="This is additional content that will be appended to the document.",
new_filename="updated_report.pdf",
metadata={"category": "updated"},
update_strategy="add"
)
print(f"Document version: {updated_doc.system_metadata.get('version')}")
```
"""
# First get the document by filename to obtain its ID
doc = self.get_document_by_filename(filename)
# Then use the regular update_document_with_text endpoint with the document ID
return self.update_document_with_text(
document_id=doc.external_id,
content=content,
filename=new_filename,
metadata=metadata,
rules=rules,
update_strategy=update_strategy,
use_colpali=use_colpali,
)
def update_document_by_filename_with_file(
self,
filename: str,
file: Union[str, bytes, BinaryIO, Path],
new_filename: Optional[str] = None,
metadata: Optional[Dict[str, Any]] = None,
rules: Optional[List] = None,
update_strategy: str = "add",
use_colpali: Optional[bool] = None,
) -> Document:
"""
Update a document identified by filename with content from a file using the specified strategy.
Args:
filename: Filename of the document to update
file: File to add (path string, bytes, file object, or Path)
new_filename: Optional new filename for the document (defaults to the filename of the file)
metadata: Additional metadata to update (optional)
rules: Optional list of rules to apply to the content
update_strategy: Strategy for updating the document (currently only 'add' is supported)
use_colpali: Whether to use multi-vector embedding
Returns:
Document: Updated document metadata
Example:
```python
# Add content from a file to an existing document identified by filename
updated_doc = db.update_document_by_filename_with_file(
filename="report.pdf",
file="path/to/update.pdf",
metadata={"status": "updated"},
update_strategy="add"
)
print(f"Document version: {updated_doc.system_metadata.get('version')}")
```
"""
# First get the document by filename to obtain its ID
doc = self.get_document_by_filename(filename)
# Then use the regular update_document_with_file endpoint with the document ID
return self.update_document_with_file(
document_id=doc.external_id,
file=file,
filename=new_filename,
metadata=metadata,
rules=rules,
update_strategy=update_strategy,
use_colpali=use_colpali,
)
def update_document_by_filename_metadata(
self,
filename: str,
metadata: Dict[str, Any],
new_filename: Optional[str] = None,
) -> Document:
"""
Update a document's metadata using filename to identify the document.
Args:
filename: Filename of the document to update
metadata: Metadata to update
new_filename: Optional new filename to assign to the document
Returns:
Document: Updated document metadata
Example:
```python
# Update just the metadata of a document identified by filename
updated_doc = db.update_document_by_filename_metadata(
filename="report.pdf",
metadata={"status": "reviewed", "reviewer": "Jane Smith"},
new_filename="reviewed_report.pdf" # Optional: rename the file
)
print(f"Updated metadata: {updated_doc.metadata}")
```
"""
# First get the document by filename to obtain its ID
doc = self.get_document_by_filename(filename)
# Update the metadata
result = self.update_document_metadata(
document_id=doc.external_id,
metadata=metadata,
)
# If new_filename is provided, update the filename as well
if new_filename:
# Create a request that retains the just-updated metadata but also changes filename
combined_metadata = result.metadata.copy()
# Update the document again with filename change and the same metadata
response = self._request(
"POST",
f"documents/{doc.external_id}/update_text",
data={
"content": "",
"filename": new_filename,
"metadata": combined_metadata,
"rules": [],
},
)
result = self._logic._parse_document_response(response)
result._client = self
return result
def batch_get_documents(self, document_ids: List[str]) -> List[Document]:
"""
Retrieve multiple documents by their IDs in a single batch operation.
Args:
document_ids: List of document IDs to retrieve
Returns:
List[Document]: List of document metadata for found documents
Example:
```python
docs = db.batch_get_documents(["doc_123", "doc_456", "doc_789"])
for doc in docs:
print(f"Document {doc.external_id}: {doc.metadata.get('title')}")
```
"""
response = self._request("POST", "batch/documents", data=document_ids)
docs = self._logic._parse_document_list_response(response)
for doc in docs:
doc._client = self
return docs
def batch_get_chunks(
self, sources: List[Union[ChunkSource, Dict[str, Any]]]
) -> List[FinalChunkResult]:
"""
Retrieve specific chunks by their document ID and chunk number in a single batch operation.
Args:
sources: List of ChunkSource objects or dictionaries with document_id and chunk_number
Returns:
List[FinalChunkResult]: List of chunk results
Example:
```python
# Using dictionaries
sources = [
{"document_id": "doc_123", "chunk_number": 0},
{"document_id": "doc_456", "chunk_number": 2}
]
# Or using ChunkSource objects
from morphik.models import ChunkSource
sources = [
ChunkSource(document_id="doc_123", chunk_number=0),
ChunkSource(document_id="doc_456", chunk_number=2)
]
chunks = db.batch_get_chunks(sources)
for chunk in chunks:
print(f"Chunk from {chunk.document_id}, number {chunk.chunk_number}: {chunk.content[:50]}...")
```
"""
# Convert to list of dictionaries if needed
source_dicts = []
for source in sources:
if isinstance(source, dict):
source_dicts.append(source)
else:
source_dicts.append(source.model_dump())
response = self._request("POST", "batch/chunks", data=source_dicts)
return self._logic._parse_chunk_result_list_response(response)
def create_cache(
self,
name: str,
model: str,
gguf_file: str,
filters: Optional[Dict[str, Any]] = None,
docs: Optional[List[str]] = None,
) -> Dict[str, Any]:
"""
Create a new cache with specified configuration.
Args:
name: Name of the cache to create
model: Name of the model to use (e.g. "llama2")
gguf_file: Name of the GGUF file to use for the model
filters: Optional metadata filters to determine which documents to include. These filters will be applied in addition to any specific docs provided.
docs: Optional list of specific document IDs to include. These docs will be included in addition to any documents matching the filters.
Returns:
Dict[str, Any]: Created cache configuration
Example:
```python
# This will include both:
# 1. Any documents with category="programming"
# 2. The specific documents "doc1" and "doc2" (regardless of their category)
cache = db.create_cache(
name="programming_cache",
model="llama2",
gguf_file="llama-2-7b-chat.Q4_K_M.gguf",
filters={"category": "programming"},
docs=["doc1", "doc2"]
)
```
"""
# Build query parameters for name, model and gguf_file
params = {"name": name, "model": model, "gguf_file": gguf_file}
# Build request body for filters and docs
request = {"filters": filters, "docs": docs}
response = self._request("POST", "cache/create", request, params=params)
return response
def get_cache(self, name: str) -> Cache:
"""
Get a cache by name.
Args:
name: Name of the cache to retrieve
Returns:
cache: A cache object that is used to interact with the cache.
Example:
```python
cache = db.get_cache("programming_cache")
```
"""
response = self._request("GET", f"cache/{name}")
if response.get("exists", False):
return Cache(self, name)
raise ValueError(f"Cache '{name}' not found")
def create_graph(
self,
name: str,
filters: Optional[Dict[str, Any]] = None,
documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Create a graph from documents.
This method extracts entities and relationships from documents
matching the specified filters or document IDs and creates a graph.
Args:
name: Name of the graph to create
filters: Optional metadata filters to determine which documents to include
documents: Optional list of specific document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Either a GraphPromptOverrides object or a dictionary with the same structure
Returns:
Graph: The created graph object
Example:
```python
# Create a graph from documents with category="research"
graph = db.create_graph(
name="research_graph",
filters={"category": "research"}
)
# Create a graph from specific documents
graph = db.create_graph(
name="custom_graph",
documents=["doc1", "doc2", "doc3"]
)
# With custom entity extraction examples
from morphik.models import EntityExtractionPromptOverride, EntityExtractionExample, GraphPromptOverrides
graph = db.create_graph(
name="medical_graph",
filters={"category": "medical"},
prompt_overrides=GraphPromptOverrides(
entity_extraction=EntityExtractionPromptOverride(
examples=[
EntityExtractionExample(label="Insulin", type="MEDICATION"),
EntityExtractionExample(label="Diabetes", type="CONDITION")
]
)
)
)
```
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"name": name,
"filters": filters,
"documents": documents,
"prompt_overrides": prompt_overrides,
}
response = self._request("POST", "graph/create", request)
return self._logic._parse_graph_response(response)
def get_graph(self, name: str) -> Graph:
"""
Get a graph by name.
Args:
name: Name of the graph to retrieve
Returns:
Graph: The requested graph object
Example:
```python
# Get a graph by name
graph = db.get_graph("finance_graph")
print(f"Graph has {len(graph.entities)} entities and {len(graph.relationships)} relationships")
```
"""
response = self._request("GET", f"graph/{name}")
return self._logic._parse_graph_response(response)
def list_graphs(self) -> List[Graph]:
"""
List all graphs the user has access to.
Returns:
List[Graph]: List of graph objects
Example:
```python
# List all accessible graphs
graphs = db.list_graphs()
for graph in graphs:
print(f"Graph: {graph.name}, Entities: {len(graph.entities)}")
```
"""
response = self._request("GET", "graphs")
return self._logic._parse_graph_list_response(response)
def update_graph(
self,
name: str,
additional_filters: Optional[Dict[str, Any]] = None,
additional_documents: Optional[List[str]] = None,
prompt_overrides: Optional[Union[GraphPromptOverrides, Dict[str, Any]]] = None,
) -> Graph:
"""
Update an existing graph with new documents.
This method processes additional documents matching the original or new filters,
extracts entities and relationships, and updates the graph with new information.
Args:
name: Name of the graph to update
additional_filters: Optional additional metadata filters to determine which new documents to include
additional_documents: Optional list of additional document IDs to include
prompt_overrides: Optional customizations for entity extraction and resolution prompts
Either a GraphPromptOverrides object or a dictionary with the same structure
Returns:
Graph: The updated graph
Example:
```python
# Update a graph with new documents
updated_graph = db.update_graph(
name="research_graph",
additional_filters={"category": "new_research"},
additional_documents=["doc4", "doc5"]
)
print(f"Graph now has {len(updated_graph.entities)} entities")
# With entity resolution examples
from morphik.models import EntityResolutionPromptOverride, EntityResolutionExample, GraphPromptOverrides
updated_graph = db.update_graph(
name="research_graph",
additional_documents=["doc4"],
prompt_overrides=GraphPromptOverrides(
entity_resolution=EntityResolutionPromptOverride(
examples=[
EntityResolutionExample(
canonical="Machine Learning",
variants=["ML", "machine learning", "AI/ML"]
)
]
)
)
)
```
"""
# Convert prompt_overrides to dict if it's a model
if prompt_overrides and isinstance(prompt_overrides, GraphPromptOverrides):
prompt_overrides = prompt_overrides.model_dump(exclude_none=True)
request = {
"additional_filters": additional_filters,
"additional_documents": additional_documents,
"prompt_overrides": prompt_overrides,
}
response = self._request("POST", f"graph/{name}/update", request)
return self._logic._parse_graph_response(response)
def delete_document(self, document_id: str) -> Dict[str, str]:
"""
Delete a document and all its associated data.
This method deletes a document and all its associated data, including:
- Document metadata
- Document content in storage
- Document chunks and embeddings in vector store
Args:
document_id: ID of the document to delete
Returns:
Dict[str, str]: Deletion status
Example:
```python
# Delete a document
result = db.delete_document("doc_123")
print(result["message"]) # Document doc_123 deleted successfully
```
"""
response = self._request("DELETE", f"documents/{document_id}")
return response
def delete_document_by_filename(self, filename: str) -> Dict[str, str]:
"""
Delete a document by its filename.
This is a convenience method that first retrieves the document ID by filename
and then deletes the document by ID.
Args:
filename: Filename of the document to delete
Returns:
Dict[str, str]: Deletion status
Example:
```python
# Delete a document by filename
result = db.delete_document_by_filename("report.pdf")
print(result["message"])
```
"""
# First get the document by filename to obtain its ID
doc = self.get_document_by_filename(filename)
# Then delete the document by ID
return self.delete_document(doc.external_id)
def close(self):
"""Close the HTTP client"""
self._client.close()
def __enter__(self):
return self
def __exit__(self, exc_type, exc_val, exc_tb):
self.close()