mirror of
https://github.com/documenso/documenso.git
synced 2026-07-27 02:15:05 +10:00
feat: add ai detection for recipients and fields (#2271)
Use Gemini to handle detection of recipients and fields within documents. Opt in using organisation or team settings. Replaces #2128 since the branch was cursed and would include dependencies that weren't even in the lock file. https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec
This commit is contained in:
Lucas Smith
GitHub
@@ -0,0 +1,161 @@
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import { z } from 'zod';
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import {
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type TDetectFieldsRequest,
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ZNormalizedFieldWithContextSchema,
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} from './detect-fields.types';
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export type { TDetectFieldsRequest };
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// Stream event schemas
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const ZProgressEventSchema = z.object({
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type: z.literal('progress'),
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pagesProcessed: z.number(),
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totalPages: z.number(),
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fieldsDetected: z.number(),
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});
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const ZKeepaliveEventSchema = z.object({
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type: z.literal('keepalive'),
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});
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const ZErrorEventSchema = z.object({
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type: z.literal('error'),
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message: z.string(),
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});
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const ZCompleteEventSchema = z.object({
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type: z.literal('complete'),
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fields: z.array(ZNormalizedFieldWithContextSchema),
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});
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const ZStreamEventSchema = z.discriminatedUnion('type', [
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ZProgressEventSchema,
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ZKeepaliveEventSchema,
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ZErrorEventSchema,
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ZCompleteEventSchema,
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]);
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export type DetectFieldsProgressEvent = z.infer<typeof ZProgressEventSchema>;
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export type DetectFieldsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
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export type DetectFieldsStreamEvent = z.infer<typeof ZStreamEventSchema>;
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const ZApiErrorResponseSchema = z.object({
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error: z.string(),
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});
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export class AiApiError extends Error {
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constructor(
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message: string,
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public status: number,
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) {
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super(message);
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this.name = 'AiApiError';
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}
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}
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export type DetectFieldsOptions = {
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request: TDetectFieldsRequest;
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onProgress?: (event: DetectFieldsProgressEvent) => void;
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onComplete: (event: DetectFieldsCompleteEvent) => void;
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onError: (error: AiApiError) => void;
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signal?: AbortSignal;
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};
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/**
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* Detect fields from an envelope using AI with streaming support.
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*/
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export const detectFields = async ({
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request,
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onProgress,
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onComplete,
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onError,
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signal,
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}: DetectFieldsOptions): Promise<void> => {
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const response = await fetch('/api/ai/detect-fields', {
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method: 'POST',
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headers: {
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'Content-Type': 'application/json',
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},
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body: JSON.stringify(request),
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signal,
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});
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// Handle non-streaming error responses (auth failures, etc.)
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if (!response.ok) {
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const text = await response.text();
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try {
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const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
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throw new AiApiError(parsed.error, response.status);
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} catch (e) {
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if (e instanceof AiApiError) {
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throw e;
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}
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throw new AiApiError('Failed to detect fields', response.status);
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}
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}
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// Handle streaming response
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const reader = response.body?.getReader();
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if (!reader) {
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throw new AiApiError('No response body', 500);
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}
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const decoder = new TextDecoder();
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let buffer = '';
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try {
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let done = false;
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while (!done) {
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const result = await reader.read();
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done = result.done;
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if (done) {
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break;
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}
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const value = result.value;
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buffer += decoder.decode(value, { stream: true });
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// Process complete lines
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const lines = buffer.split('\n');
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buffer = lines.pop() || ''; // Keep incomplete line in buffer
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for (const line of lines) {
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if (!line.trim()) {
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continue;
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}
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try {
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const event = ZStreamEventSchema.parse(JSON.parse(line));
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switch (event.type) {
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case 'progress':
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onProgress?.(event);
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break;
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case 'keepalive':
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// Ignore keepalive, it's just to prevent timeout
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break;
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case 'error':
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onError(new AiApiError(event.message, 500));
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return;
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case 'complete':
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onComplete(event);
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return;
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}
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} catch {
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// Ignore malformed lines
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console.warn('Failed to parse stream event:', line);
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}
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}
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}
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} finally {
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reader.releaseLock();
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}
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};
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@@ -0,0 +1,150 @@
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import { sValidator } from '@hono/standard-validator';
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import { Hono } from 'hono';
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import { streamText } from 'hono/streaming';
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import { getSession } from '@documenso/auth/server/lib/utils/get-session';
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import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
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import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
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import { detectFieldsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-fields';
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import { getTeamById } from '@documenso/lib/server-only/team/get-team';
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import type { HonoEnv } from '../../router';
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import { ZDetectFieldsRequestSchema } from './detect-fields.types';
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const KEEPALIVE_INTERVAL_MS = 5000;
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export const detectFieldsRoute = new Hono<HonoEnv>().post(
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'/',
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sValidator('json', ZDetectFieldsRequestSchema),
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async (c) => {
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const logger = c.get('logger');
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try {
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const { envelopeId, teamId, context } = c.req.valid('json');
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const session = await getSession(c);
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if (!session.user) {
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throw new AppError(AppErrorCode.UNAUTHORIZED, {
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message: 'You must be logged in to detect fields',
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});
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}
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// Verify user has access to the team (abort early)
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const team = await getTeamById({
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userId: session.user.id,
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teamId,
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}).catch(() => null);
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if (!team) {
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throw new AppError(AppErrorCode.UNAUTHORIZED, {
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message: 'You do not have access to this team',
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});
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}
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// Check if AI features are enabled for the team
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const { aiFeaturesEnabled } = team.derivedSettings;
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if (!aiFeaturesEnabled) {
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throw new AppError(AppErrorCode.UNAUTHORIZED, {
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message: 'AI features are not enabled for this team',
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});
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}
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if (!IS_AI_FEATURES_CONFIGURED()) {
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throw new AppError(AppErrorCode.INVALID_REQUEST, {
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message: 'AI features are not configured. Please contact support to enable AI features.',
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});
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}
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logger.info({
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event: 'ai.detect-fields.start',
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envelopeId,
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userId: session.user.id,
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teamId: team.id,
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hasContext: !!context,
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});
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// Return streaming response with NDJSON
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return streamText(c, async (stream) => {
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// Start keepalive to prevent connection timeout
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let interval: NodeJS.Timeout | null = setInterval(() => {
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void stream.writeln(JSON.stringify({ type: 'keepalive' }));
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}, KEEPALIVE_INTERVAL_MS);
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try {
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const allFields = await detectFieldsFromEnvelope({
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context,
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envelopeId,
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userId: session.user.id,
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teamId: team.id,
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onProgress: (progress) => {
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void stream.writeln(
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JSON.stringify({
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type: 'progress',
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pagesProcessed: progress.pagesProcessed,
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totalPages: progress.totalPages,
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fieldsDetected: progress.fieldsDetected,
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}),
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);
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},
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});
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// Clear keepalive before sending final response
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if (interval) {
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clearInterval(interval);
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interval = null;
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}
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logger.info({
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event: 'ai.detect-fields.complete',
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envelopeId,
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userId: session.user.id,
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teamId: team.id,
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fieldCount: allFields.length,
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});
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await stream.writeln(
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JSON.stringify({
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type: 'complete',
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fields: allFields,
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}),
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);
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} catch (error) {
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// Clear keepalive on error
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if (interval) {
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clearInterval(interval);
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}
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logger.error({
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event: 'ai.detect-fields.error',
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error,
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});
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const message = error instanceof AppError ? error.message : 'Failed to detect fields';
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await stream.writeln(
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JSON.stringify({
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type: 'error',
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message,
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}),
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);
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}
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});
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} catch (error) {
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// Handle errors that occur before streaming starts
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logger.error({
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event: 'ai.detect-fields.error',
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error,
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});
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if (error instanceof AppError) {
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const { status, body } = AppError.toRestAPIError(error);
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return c.json(body, status);
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}
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return c.json({ error: 'Failed to detect fields' }, 500);
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}
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},
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);
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@@ -0,0 +1,54 @@
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import { z } from 'zod';
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import {
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ZConfidenceLevel,
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ZDetectableFieldType,
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} from '@documenso/lib/server-only/ai/envelope/detect-fields/schema';
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export const ZDetectFieldsRequestSchema = z.object({
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envelopeId: z.string().min(1).describe('The ID of the envelope to detect fields from.'),
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teamId: z.number().describe('The ID of the team the envelope belongs to.'),
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context: z
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.string()
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.optional()
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.describe(
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'Optional context about recipients to help map fields (e.g., "David is the Employee, Lucas is the Manager").',
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),
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});
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export type TDetectFieldsRequest = z.infer<typeof ZDetectFieldsRequestSchema>;
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// Schema for fields returned from streaming API (before recipient resolution)
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export const ZNormalizedFieldWithPageSchema = z.object({
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type: ZDetectableFieldType,
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recipientKey: z.string(),
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positionX: z.number(),
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positionY: z.number(),
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width: z.number(),
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height: z.number(),
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confidence: ZConfidenceLevel,
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pageNumber: z.number(),
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});
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export type TNormalizedFieldWithPage = z.infer<typeof ZNormalizedFieldWithPageSchema>;
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// Schema for fields after recipient resolution
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export const ZNormalizedFieldWithContextSchema = z.object({
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type: ZDetectableFieldType,
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positionX: z.number(),
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positionY: z.number(),
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width: z.number(),
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height: z.number(),
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confidence: ZConfidenceLevel,
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pageNumber: z.number(),
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recipientId: z.number(),
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envelopeItemId: z.string(),
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});
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export type TNormalizedFieldWithContext = z.infer<typeof ZNormalizedFieldWithContextSchema>;
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export const ZDetectFieldsResponseSchema = z.object({
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fields: z.array(ZNormalizedFieldWithContextSchema),
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});
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export type TDetectFieldsResponse = z.infer<typeof ZDetectFieldsResponseSchema>;
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@@ -0,0 +1,160 @@
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import { z } from 'zod';
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import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
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import { type TDetectRecipientsRequest } from './detect-recipients.types';
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export type { TDetectRecipientsRequest };
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// Stream event schemas
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const ZProgressEventSchema = z.object({
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type: z.literal('progress'),
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pagesProcessed: z.number(),
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totalPages: z.number(),
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recipientsDetected: z.number(),
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});
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const ZKeepaliveEventSchema = z.object({
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type: z.literal('keepalive'),
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});
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|
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const ZErrorEventSchema = z.object({
|
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type: z.literal('error'),
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message: z.string(),
|
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});
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const ZCompleteEventSchema = z.object({
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type: z.literal('complete'),
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recipients: z.array(ZDetectedRecipientSchema),
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});
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const ZStreamEventSchema = z.discriminatedUnion('type', [
|
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ZProgressEventSchema,
|
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ZKeepaliveEventSchema,
|
||||
ZErrorEventSchema,
|
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ZCompleteEventSchema,
|
||||
]);
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|
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export type DetectRecipientsProgressEvent = z.infer<typeof ZProgressEventSchema>;
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export type DetectRecipientsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
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export type DetectRecipientsStreamEvent = z.infer<typeof ZStreamEventSchema>;
|
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|
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const ZApiErrorResponseSchema = z.object({
|
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error: z.string(),
|
||||
});
|
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|
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export class AiApiError extends Error {
|
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constructor(
|
||||
message: string,
|
||||
public status: number,
|
||||
) {
|
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super(message);
|
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this.name = 'AiApiError';
|
||||
}
|
||||
}
|
||||
|
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export type DetectRecipientsOptions = {
|
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request: TDetectRecipientsRequest;
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onProgress?: (event: DetectRecipientsProgressEvent) => void;
|
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onComplete: (event: DetectRecipientsCompleteEvent) => void;
|
||||
onError: (error: AiApiError) => void;
|
||||
signal?: AbortSignal;
|
||||
};
|
||||
|
||||
/**
|
||||
* Detect recipients from an envelope using AI with streaming support.
|
||||
*/
|
||||
export const detectRecipients = async ({
|
||||
request,
|
||||
onProgress,
|
||||
onComplete,
|
||||
onError,
|
||||
signal,
|
||||
}: DetectRecipientsOptions): Promise<void> => {
|
||||
const response = await fetch('/api/ai/detect-recipients', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
body: JSON.stringify(request),
|
||||
signal,
|
||||
});
|
||||
|
||||
// Handle non-streaming error responses (auth failures, etc.)
|
||||
if (!response.ok) {
|
||||
const text = await response.text();
|
||||
|
||||
try {
|
||||
const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
|
||||
|
||||
throw new AiApiError(parsed.error, response.status);
|
||||
} catch (e) {
|
||||
if (e instanceof AiApiError) {
|
||||
throw e;
|
||||
}
|
||||
|
||||
throw new AiApiError('Failed to detect recipients', response.status);
|
||||
}
|
||||
}
|
||||
|
||||
// Handle streaming response
|
||||
const reader = response.body?.getReader();
|
||||
|
||||
if (!reader) {
|
||||
throw new AiApiError('No response body', 500);
|
||||
}
|
||||
|
||||
const decoder = new TextDecoder();
|
||||
let buffer = '';
|
||||
|
||||
try {
|
||||
let done = false;
|
||||
|
||||
while (!done) {
|
||||
const result = await reader.read();
|
||||
done = result.done;
|
||||
|
||||
if (done) {
|
||||
break;
|
||||
}
|
||||
|
||||
const value = result.value;
|
||||
|
||||
buffer += decoder.decode(value, { stream: true });
|
||||
|
||||
// Process complete lines
|
||||
const lines = buffer.split('\n');
|
||||
buffer = lines.pop() || ''; // Keep incomplete line in buffer
|
||||
|
||||
for (const line of lines) {
|
||||
if (!line.trim()) {
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
const event = ZStreamEventSchema.parse(JSON.parse(line));
|
||||
|
||||
switch (event.type) {
|
||||
case 'progress':
|
||||
onProgress?.(event);
|
||||
break;
|
||||
case 'keepalive':
|
||||
// Ignore keepalive, it's just to prevent timeout
|
||||
break;
|
||||
case 'error':
|
||||
onError(new AiApiError(event.message, 500));
|
||||
return;
|
||||
case 'complete':
|
||||
onComplete(event);
|
||||
return;
|
||||
}
|
||||
} catch {
|
||||
// Ignore malformed lines
|
||||
console.warn('Failed to parse stream event:', line);
|
||||
}
|
||||
}
|
||||
}
|
||||
} finally {
|
||||
reader.releaseLock();
|
||||
}
|
||||
};
|
||||
@@ -0,0 +1,148 @@
|
||||
import { sValidator } from '@hono/standard-validator';
|
||||
import { Hono } from 'hono';
|
||||
import { streamText } from 'hono/streaming';
|
||||
|
||||
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
|
||||
import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
|
||||
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
|
||||
import { detectRecipientsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-recipients';
|
||||
import { getTeamById } from '@documenso/lib/server-only/team/get-team';
|
||||
|
||||
import type { HonoEnv } from '../../router';
|
||||
import { ZDetectRecipientsRequestSchema } from './detect-recipients.types';
|
||||
|
||||
const KEEPALIVE_INTERVAL_MS = 5000;
|
||||
|
||||
export const detectRecipientsRoute = new Hono<HonoEnv>().post(
|
||||
'/',
|
||||
sValidator('json', ZDetectRecipientsRequestSchema),
|
||||
async (c) => {
|
||||
const logger = c.get('logger');
|
||||
|
||||
try {
|
||||
const { envelopeId, teamId } = c.req.valid('json');
|
||||
|
||||
const session = await getSession(c);
|
||||
|
||||
if (!session.user) {
|
||||
throw new AppError(AppErrorCode.UNAUTHORIZED, {
|
||||
message: 'You must be logged in to detect recipients',
|
||||
});
|
||||
}
|
||||
|
||||
// Verify user has access to the team (abort early)
|
||||
const team = await getTeamById({
|
||||
userId: session.user.id,
|
||||
teamId,
|
||||
}).catch(() => null);
|
||||
|
||||
if (!team) {
|
||||
throw new AppError(AppErrorCode.UNAUTHORIZED, {
|
||||
message: 'You do not have access to this team',
|
||||
});
|
||||
}
|
||||
|
||||
// Check if AI features are enabled for the team
|
||||
const { aiFeaturesEnabled } = team.derivedSettings;
|
||||
|
||||
if (!aiFeaturesEnabled) {
|
||||
throw new AppError(AppErrorCode.UNAUTHORIZED, {
|
||||
message: 'AI features are not enabled for this team',
|
||||
});
|
||||
}
|
||||
|
||||
if (!IS_AI_FEATURES_CONFIGURED()) {
|
||||
throw new AppError(AppErrorCode.INVALID_REQUEST, {
|
||||
message: 'AI features are not configured. Please contact support to enable AI features.',
|
||||
});
|
||||
}
|
||||
|
||||
logger.info({
|
||||
event: 'ai.detect-recipients.start',
|
||||
envelopeId,
|
||||
userId: session.user.id,
|
||||
teamId: team.id,
|
||||
});
|
||||
|
||||
// Return streaming response with NDJSON
|
||||
return streamText(c, async (stream) => {
|
||||
// Start keepalive to prevent connection timeout
|
||||
let interval: NodeJS.Timeout | null = setInterval(() => {
|
||||
void stream.writeln(JSON.stringify({ type: 'keepalive' }));
|
||||
}, KEEPALIVE_INTERVAL_MS);
|
||||
|
||||
try {
|
||||
const recipients = await detectRecipientsFromEnvelope({
|
||||
envelopeId,
|
||||
userId: session.user.id,
|
||||
teamId: team.id,
|
||||
onProgress: (progress) => {
|
||||
void stream.writeln(
|
||||
JSON.stringify({
|
||||
type: 'progress',
|
||||
pagesProcessed: progress.pagesProcessed,
|
||||
totalPages: progress.totalPages,
|
||||
recipientsDetected: progress.recipientsDetected,
|
||||
}),
|
||||
);
|
||||
},
|
||||
});
|
||||
|
||||
// Clear keepalive before sending final response
|
||||
if (interval) {
|
||||
clearInterval(interval);
|
||||
interval = null;
|
||||
}
|
||||
|
||||
logger.info({
|
||||
event: 'ai.detect-recipients.complete',
|
||||
envelopeId,
|
||||
userId: session.user.id,
|
||||
teamId: team.id,
|
||||
recipientCount: recipients.length,
|
||||
});
|
||||
|
||||
await stream.writeln(
|
||||
JSON.stringify({
|
||||
type: 'complete',
|
||||
recipients,
|
||||
}),
|
||||
);
|
||||
} catch (error) {
|
||||
// Clear keepalive on error
|
||||
if (interval) {
|
||||
clearInterval(interval);
|
||||
}
|
||||
|
||||
logger.error({
|
||||
event: 'ai.detect-recipients.error',
|
||||
error,
|
||||
});
|
||||
|
||||
const message = error instanceof AppError ? error.message : 'Failed to detect recipients';
|
||||
|
||||
await stream.writeln(
|
||||
JSON.stringify({
|
||||
type: 'error',
|
||||
message,
|
||||
}),
|
||||
);
|
||||
}
|
||||
});
|
||||
} catch (error) {
|
||||
// Handle errors that occur before streaming starts
|
||||
logger.error({
|
||||
event: 'ai.detect-recipients.error',
|
||||
error,
|
||||
});
|
||||
|
||||
if (error instanceof AppError) {
|
||||
const { status, body } = AppError.toRestAPIError(error);
|
||||
|
||||
return c.json(body, status);
|
||||
}
|
||||
|
||||
return c.json({ error: 'Failed to detect recipients' }, 500);
|
||||
}
|
||||
},
|
||||
);
|
||||
@@ -0,0 +1,16 @@
|
||||
import { z } from 'zod';
|
||||
|
||||
import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
|
||||
|
||||
export const ZDetectRecipientsRequestSchema = z.object({
|
||||
envelopeId: z.string().min(1).describe('The ID of the envelope to detect recipients from.'),
|
||||
teamId: z.number().describe('The ID of the team the envelope belongs to.'),
|
||||
});
|
||||
|
||||
export type TDetectRecipientsRequest = z.infer<typeof ZDetectRecipientsRequestSchema>;
|
||||
|
||||
export const ZDetectRecipientsResponseSchema = z.object({
|
||||
recipients: z.array(ZDetectedRecipientSchema),
|
||||
});
|
||||
|
||||
export type TDetectRecipientsResponse = z.infer<typeof ZDetectRecipientsResponseSchema>;
|
||||
@@ -0,0 +1,9 @@
|
||||
import { Hono } from 'hono';
|
||||
|
||||
import type { HonoEnv } from '../../router';
|
||||
import { detectFieldsRoute } from './detect-fields';
|
||||
import { detectRecipientsRoute } from './detect-recipients';
|
||||
|
||||
export const aiRoute = new Hono<HonoEnv>()
|
||||
.route('/detect-recipients', detectRecipientsRoute)
|
||||
.route('/detect-fields', detectFieldsRoute);
|
||||
Reference in New Issue
Block a user