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# src/personal_docs.py
import
os
import
re
import
json
import
logging
from
typing
import
List
,
Dict
,
Set
,
Any
,
Tuple
from
dataclasses
import
dataclass
from
src
.
index_walk
import
prune_index_dirs
,
is_indexable_file
from
src
.
markitdown_runtime
import
MARKITDOWN_EXTS
logger
=
logging
.
getLogger
(
__name__
)
def
extract_pdf_text
(
file_path
:
str
)
->
str
:
"""Extract text from a PDF file using pypdf (permissive, BSD)."""
try
:
from
pypdf
import
PdfReader
reader
=
PdfReader
(
file_path
)
text
=
""
.
join
((
page
.
extract_text
()
or
""
)
for
page
in
reader
.
pages
)
return
text
except
ImportError
:
logger
.
warning
(
"pypdf not installed, cannot extract PDF text"
)
return
""
except
Exception
as
e
:
logger
.
error
(
f"Failed to extract PDF text from
{
file_path
}
:
{
e
}
"
)
return
""
def
extract_office_text
(
file_path
:
str
)
->
str
:
"""Extract text from an Office/EPUB doc via the optional markitdown dep.
Returns "" when markitdown is missing or extraction fails, mirroring
extract_pdf_text — the indexer then simply skips the file's content.
"""
if
file_path
.
lower
().
endswith
(
".doc"
):
from
src
.
document_processor
import
_process_legacy_word_document
return
_process_legacy_word_document
(
file_path
,
os
.
path
.
basename
(
file_path
))
from
src
.
markitdown_runtime
import
convert_to_markdown
return
convert_to_markdown
(
file_path
)
or
""
@
dataclass
class
PersonalDocsConfig
:
"""Configuration for personal documents management."""
CHUNK_SIZE
:
int
=
1000
CHUNK_OVERLAP
:
int
=
200
DEFAULT_EXTENSIONS
:
Tuple
[
str
, ...]
=
(
".txt"
,
".md"
,
".json"
,
".pdf"
,
".doc"
,
".docx"
,
".pptx"
,
".xlsx"
,
".xls"
,
".epub"
,
)
DEFAULT_K
:
int
=
5
STOP_WORDS
:
Set
[
str
]
=
None
def
__post_init__
(
self
):
if
self
.
STOP_WORDS
is
None
:
self
.
STOP_WORDS
=
set
(
"""
the a an is are was were be been being to of in for on at by with from
and or if then else when while as it this that those these i you he she
we they my your our their me him her us them
"""
.
split
())
# Initialize configuration
config
=
PersonalDocsConfig
()
def
read_text_file
(
path
:
str
)
->
str
:
"""Read a text file with error handling."""
try
:
with
open
(
path
,
"r"
,
encoding
=
"utf-8"
,
errors
=
"ignore"
)
as
f
:
return
f
.
read
()
except
Exception
:
return
""
def
split_chunks
(
text
:
str
,
size
:
int
=
config
.
CHUNK_SIZE
,
overlap
:
int
=
config
.
CHUNK_OVERLAP
)
->
List
[
str
]:
"""Split text into overlapping chunks."""
if
not
isinstance
(
text
,
str
):
return
[]
text
=
text
.
strip
()
if
not
text
:
return
[]
chunks
=
[]
i
=
0
n
=
len
(
text
)
while
i
<
n
:
j
=
min
(
i
+
size
,
n
)
chunks
.
append
(
text
[
i
:
j
])
if
j
>=
n
:
# Reached the end. Without this, the next start (j - overlap) is
# still > i, so the loop appended one extra chunk duplicating the
# last `overlap` chars of the text.
break
i
=
j
-
overlap
if
j
-
overlap
>
i
else
j
return
chunks
def
tokenize
(
s
:
str
)
->
Set
[
str
]:
"""Tokenize string into words, excluding stop words."""
text
=
s
if
isinstance
(
s
,
str
)
else
""
tokens
=
re
.
findall
(
r"[A-Za-z0-9_\-]+"
,
text
.
lower
())
return
set
(
t
for
t
in
tokens
if
t
not
in
config
.
STOP_WORDS
and
len
(
t
)
>
1
)
def
load_personal_index
(
personal_dir
:
str
,
extensions
:
Tuple
[
str
, ...]
=
config
.
DEFAULT_EXTENSIONS
)
->
List
[
Dict
[
str
,
Any
]]:
"""Load and index personal documents.
Skips hidden and junk directories and hidden files via the shared
``index_walk`` policy, so the keyword index matches the vector index and a
real vault/repo does not sweep in ``.obsidian/`` / ``.git/`` /
``node_modules/`` content (#5559).
"""
files
=
[]
for
root
,
dirs
,
names
in
os
.
walk
(
personal_dir
):
prune_index_dirs
(
dirs
)
for
name
in
sorted
(
names
):
if
not
is_indexable_file
(
name
):
continue
p
=
os
.
path
.
join
(
root
,
name
)
if
not
os
.
path
.
isfile
(
p
):
continue
if
not
any
(
name
.
lower
().
endswith
(
ext
)
for
ext
in
extensions
):
continue
size
=
os
.
path
.
getsize
(
p
)
ext
=
os
.
path
.
splitext
(
name
)[
1
].
lower
()
if
ext
==
".pdf"
:
text
=
extract_pdf_text
(
p
)
elif
ext
==
".doc"
or
ext
in
MARKITDOWN_EXTS
:
text
=
extract_office_text
(
p
)
else
:
text
=
read_text_file
(
p
)
chunks
=
split_chunks
(
text
)
display
=
os
.
path
.
relpath
(
p
,
personal_dir
)
files
.
append
({
"name"
:
display
,
"path"
:
p
,
"size"
:
size
,
"chunks"
:
chunks
})
return
files
def
retrieve_personal_keyword
(
personal_index
:
List
[
Dict
],
query
:
str
,
k
:
int
=
5
)
->
List
[
str
]:
"""
Retrieve relevant documents using keyword search.
Args:
personal_index: The loaded document index
query: Search query
k: Number of results to return
Returns:
List of formatted search results
"""
q
=
tokenize
(
query
)
if
not
q
:
return
[]
scored
=
[]
for
f
in
personal_index
:
if
not
isinstance
(
f
,
dict
):
continue
for
idx
,
ch
in
enumerate
(
f
.
get
(
"chunks"
)
or
[]):
score
=
len
(
q
&
tokenize
(
ch
))
if
score
>
0
:
scored
.
append
((
score
,
f
.
get
(
"name"
,
""
),
idx
,
ch
))
scored
.
sort
(
key
=
lambda
x
:
x
[
0
],
reverse
=
True
)
out
=
[]
for
s
,
fname
,
idx
,
ch
in
scored
[:
k
]:
out
.
append
(
f"[
{
fname
}
:: chunk
{
idx
+
1
}
]
\n
{
ch
}
"
)
return
out
def
retrieve_personal
(
personal_index
:
List
[
Dict
],
query
:
str
,
k
:
int
=
5
,
rag_manager
=
None
)
->
List
[
str
]:
"""
Retrieve relevant personal documents using vector search first, falling back to keyword search.
Args:
personal_index: The loaded document index
query: The search query
k: Number of results to return
rag_manager: Optional RAGManager instance for vector search
Returns:
List of formatted search results
"""
if
not
query
:
return
[]
# First try vector search if RAGManager is available
if
rag_manager
:
try
:
vector_results
=
rag_manager
.
search
(
query
,
k
)
if
vector_results
:
# Format vector results
out
=
[]
for
result
in
vector_results
:
# Extract filename from path
source
=
result
[
"metadata"
].
get
(
"source"
,
""
)
filename
=
os
.
path
.
basename
(
source
)
# Format the result
formatted
=
f"[
{
filename
}
:: vector search]
\n
{
result
[
'document'
]
}
"
out
.
append
(
formatted
)
return
out
except
Exception
as
e
:
logger
.
warning
(
f"Vector search failed, falling back to keyword search:
{
e
}
"
)
# Fall back to keyword search
return
retrieve_personal_keyword
(
personal_index
,
query
,
k
)
def
_string_list
(
values
)
->
list
[
str
]:
return
[
value
for
value
in
values
or
[]
if
isinstance
(
value
,
str
)]
class
PersonalDocsManager
:
"""Manager class for personal document indexing and retrieval."""
def
__init__
(
self
,
personal_dir
:
str
,
rag_manager
=
None
):
self
.
personal_dir
=
personal_dir
self
.
rag_manager
=
rag_manager
self
.
index
=
[]
self
.
indexed_directories
=
[]
# Track additional directories
self
.
excluded_files
:
Set
[
str
]
=
set
()
# Files removed from RAG listing
self
.
directories_file
=
os
.
path
.
join
(
personal_dir
,
"indexed_directories.json"
)
self
.
_excluded_file
=
os
.
path
.
join
(
personal_dir
,
"excluded_files.json"
)
self
.
load_directories
()
self
.
_load_excluded
()
self
.
refresh_index
()
def
load_directories
(
self
):
"""Load the list of indexed directories from persistent storage."""
try
:
if
os
.
path
.
exists
(
self
.
directories_file
):
with
open
(
self
.
directories_file
,
'r'
,
encoding
=
"utf-8"
)
as
f
:
directories
=
json
.
load
(
f
)
if
not
isinstance
(
directories
,
list
):
raise
ValueError
(
"indexed directories must be a list"
)
self
.
indexed_directories
=
_string_list
(
directories
)
logger
.
info
(
f"Loaded
{
len
(
self
.
indexed_directories
)
}
indexed directories"
)
else
:
self
.
indexed_directories
=
[]
except
Exception
as
e
:
logger
.
error
(
f"Error loading directories:
{
e
}
"
)
self
.
indexed_directories
=
[]
def
save_directories
(
self
):
"""Save the list of indexed directories to persistent storage."""
try
:
with
open
(
self
.
directories_file
,
'w'
,
encoding
=
"utf-8"
)
as
f
:
json
.
dump
(
_string_list
(
self
.
indexed_directories
),
f
,
indent
=
2
)
logger
.
info
(
f"Saved
{
len
(
self
.
indexed_directories
)
}
indexed directories"
)
except
Exception
as
e
:
logger
.
error
(
f"Error saving directories:
{
e
}
"
)
def
_load_excluded
(
self
):
"""Load the set of excluded file paths from persistent storage."""
try
:
if
os
.
path
.
exists
(
self
.
_excluded_file
):
with
open
(
self
.
_excluded_file
,
'r'
,
encoding
=
"utf-8"
)
as
f
:
excluded
=
json
.
load
(
f
)
if
not
isinstance
(
excluded
,
list
):
raise
ValueError
(
"excluded files must be a list"
)
self
.
excluded_files
=
set
(
_string_list
(
excluded
))
else
:
self
.
excluded_files
=
set
()
except
Exception
as
e
:
logger
.
error
(
f"Error loading excluded files:
{
e
}
"
)
self
.
excluded_files
=
set
()
def
_save_excluded
(
self
):
try
:
with
open
(
self
.
_excluded_file
,
'w'
,
encoding
=
"utf-8"
)
as
f
:
json
.
dump
(
_string_list
(
self
.
excluded_files
),
f
)
except
Exception
as
e
:
logger
.
error
(
f"Error saving excluded files:
{
e
}
"
)
def
exclude_file
(
self
,
filepath
:
str
):
"""Exclude a file from the listing. Persists across restarts."""
self
.
excluded_files
.
add
(
os
.
path
.
abspath
(
filepath
))
self
.
_save_excluded
()
self
.
index
=
[
f
for
f
in
self
.
index
if
os
.
path
.
abspath
(
f
.
get
(
"path"
,
""
))
!=
os
.
path
.
abspath
(
filepath
)]
def
add_directory
(
self
,
directory
:
str
,
*
,
index
:
bool
=
True
,
owner
:
str
=
None
):
"""Add a directory to the tracking list and optionally index it."""
# Normalize the path
directory
=
os
.
path
.
abspath
(
directory
)
# Clear any exclusions for files in this directory. Match on a path
# boundary (the directory itself or paths under it) rather than a raw
# string prefix: a bare ``startswith(directory)`` also matches sibling
# directories that merely share a name prefix (e.g. adding ``/docs``
# would wrongly un-exclude files under ``/docs2``).
self
.
excluded_files
=
{
p
for
p
in
self
.
excluded_files
if
not
(
p
==
directory
or
p
.
startswith
(
directory
+
os
.
sep
))
}
self
.
_save_excluded
()
if
directory
not
in
self
.
indexed_directories
:
self
.
indexed_directories
.
append
(
directory
)
self
.
save_directories
()
logger
.
info
(
f"Added directory to tracking:
{
directory
}
"
)
# If RAG manager is available, index the directory immediately.
# Callers that already indexed with owner metadata can pass
# index=False so we do not create a second ownerless copy.
if
index
and
self
.
rag_manager
:
try
:
result
=
self
.
rag_manager
.
index_personal_documents
(
directory
,
owner
=
owner
)
logger
.
info
(
f"Indexed
{
result
.
get
(
'indexed_count'
,
0
)
}
chunks from
{
directory
}
"
)
except
Exception
as
e
:
logger
.
error
(
f"Failed to index directory
{
directory
}
:
{
e
}
"
)
# Refresh the local index to include the new directory
self
.
refresh_index
()
else
:
logger
.
info
(
f"Directory already indexed:
{
directory
}
"
)
def
remove_directory
(
self
,
directory
:
str
):
"""Remove a directory from the tracking list."""
# Normalize the path
directory
=
os
.
path
.
abspath
(
directory
)
if
directory
in
self
.
indexed_directories
:
self
.
indexed_directories
.
remove
(
directory
)
self
.
save_directories
()
logger
.
info
(
f"Removed directory from tracking:
{
directory
}
"
)
# Refresh the index to exclude the removed directory
self
.
refresh_index
()
# Targeted delete of just this directory's chunks. This previously
# called rag_manager.rebuild_index(), which delete+recreates the
# entire shared collection (every owner + the base index) and then
# re-indexed only the remaining tracked dirs — ownerless and never
# personal_dir — a catastrophic wipe (#1660). remove_directory now
# removes exactly this directory's chunks and leaves the rest intact.
if
self
.
rag_manager
:
try
:
self
.
rag_manager
.
remove_directory
(
directory
)
except
Exception
as
e
:
logger
.
error
(
f"Failed to remove directory from RAG index:
{
e
}
"
)
else
:
logger
.
info
(
f"Directory not in index:
{
directory
}
"
)
def
rename_directory
(
self
,
old_directory
:
str
,
new_directory
:
str
,
*
,
path_map
:
Dict
[
str
,
str
]
=
None
):
"""Rewrite tracked directory and excluded-file paths after an owner rename."""
old_directory
=
os
.
path
.
abspath
(
old_directory
)
new_directory
=
os
.
path
.
abspath
(
new_directory
)
path_map
=
{
os
.
path
.
abspath
(
k
):
os
.
path
.
abspath
(
v
)
for
k
,
v
in
(
path_map
or
{}).
items
()}
def
rewrite
(
path
:
str
)
->
str
:
abs_path
=
os
.
path
.
abspath
(
path
)
mapped
=
path_map
.
get
(
abs_path
)
if
mapped
:
return
mapped
if
abs_path
==
old_directory
:
return
new_directory
if
abs_path
.
startswith
(
old_directory
+
os
.
sep
):
return
new_directory
+
abs_path
[
len
(
old_directory
):]
return
abs_path
changed_dirs
=
False
rewritten_dirs
=
[]
for
directory
in
self
.
indexed_directories
:
rewritten
=
rewrite
(
directory
)
changed_dirs
=
changed_dirs
or
rewritten
!=
os
.
path
.
abspath
(
directory
)
if
rewritten
not
in
rewritten_dirs
:
rewritten_dirs
.
append
(
rewritten
)
if
changed_dirs
:
self
.
indexed_directories
=
rewritten_dirs
self
.
save_directories
()
changed_excluded
=
False
rewritten_excluded
=
set
()
for
path
in
self
.
excluded_files
:
rewritten
=
rewrite
(
path
)
changed_excluded
=
changed_excluded
or
rewritten
!=
os
.
path
.
abspath
(
path
)
rewritten_excluded
.
add
(
rewritten
)
if
changed_excluded
:
self
.
excluded_files
=
rewritten_excluded
self
.
_save_excluded
()
if
changed_dirs
or
changed_excluded
:
self
.
refresh_index
()
def
get_indexed_directories
(
self
):
"""Get the list of all indexed directories."""
return
self
.
indexed_directories
.
copy
()
def
refresh_index
(
self
):
"""Refresh the document index including all tracked directories."""
self
.
index
=
[]
# Index the base personal directory
base_files
=
load_personal_index
(
self
.
personal_dir
)
for
f
in
base_files
:
if
os
.
path
.
abspath
(
f
.
get
(
"path"
,
""
))
in
self
.
excluded_files
:
continue
f
[
'source_dir'
]
=
self
.
personal_dir
self
.
index
.
append
(
f
)
# Index additional directories
for
directory
in
self
.
indexed_directories
:
if
not
os
.
path
.
exists
(
directory
):
logger
.
warning
(
f"Directory no longer exists:
{
directory
}
"
)
continue
if
not
os
.
path
.
isdir
(
directory
):
logger
.
warning
(
f"Path is not a directory:
{
directory
}
"
)
continue
# Load files from this directory
dir_files
=
load_personal_index
(
directory
)
for
f
in
dir_files
:
if
os
.
path
.
abspath
(
f
.
get
(
"path"
,
""
))
in
self
.
excluded_files
:
continue
# Update the name to include the directory for clarity
f
[
'source_dir'
]
=
directory
f
[
'name'
]
=
f"
{
os
.
path
.
basename
(
directory
)
}
/
{
f
[
'name'
]
}
"
self
.
index
.
append
(
f
)
logger
.
info
(
f"Refreshed index:
{
len
(
self
.
index
)
}
documents from
{
len
(
self
.
indexed_directories
)
+
1
}
directories"
)
def
retrieve
(
self
,
query
:
str
,
k
:
int
=
5
)
->
List
[
str
]:
"""Retrieve relevant documents for a query."""
return
retrieve_personal
(
self
.
index
,
query
,
k
,
self
.
rag_manager
)
def
get_file_list
(
self
)
->
List
[
Dict
[
str
,
Any
]]:
"""Get list of indexed files with metadata."""
return
[{
"name"
:
f
[
"name"
],
"size"
:
f
[
"size"
]}
for
f
in
self
.
index
]
def
get_stats
(
self
)
->
Dict
[
str
,
Any
]:
"""Get statistics about indexed documents."""
total_docs
=
len
(
self
.
index
)
total_chunks
=
sum
(
len
(
doc
.
get
(
'chunks'
, []))
for
doc
in
self
.
index
)
total_size
=
sum
(
doc
.
get
(
'size'
,
0
)
for
doc
in
self
.
index
)
extensions
=
{}
for
doc
in
self
.
index
:
ext
=
os
.
path
.
splitext
(
doc
[
'path'
])[
1
]
extensions
[
ext
]
=
extensions
.
get
(
ext
,
0
)
+
1
return
{
'total_documents'
:
total_docs
,
'total_chunks'
:
total_chunks
,
'total_size_bytes'
:
total_size
,
'total_size_mb'
:
round
(
total_size
/
(
1024
*
1024
),
2
),
'file_types'
:
extensions
,
'directories_count'
:
len
(
self
.
indexed_directories
)
+
1
,
'base_directory'
:
self
.
personal_dir
,
'additional_directories'
:
self
.
indexed_directories
}
def
index_all_directories
(
self
):
"""Re-index all tracked directories in the RAG system."""
if
not
self
.
rag_manager
:
logger
.
warning
(
"No RAG manager available for indexing"
)
return
success_count
=
0
failure_count
=
0
# Index the base personal directory
try
:
result
=
self
.
rag_manager
.
index_personal_documents
(
self
.
personal_dir
)
if
result
.
get
(
'success'
):
success_count
+=
1
logger
.
info
(
f"Indexed base directory:
{
self
.
personal_dir
}
"
)
except
Exception
as
e
:
failure_count
+=
1
logger
.
error
(
f"Failed to index base directory
{
self
.
personal_dir
}
:
{
e
}
"
)
# Index additional directories
for
directory
in
self
.
indexed_directories
:
if
not
os
.
path
.
exists
(
directory
):
logger
.
warning
(
f"Skipping non-existent directory:
{
directory
}
"
)
failure_count
+=
1
continue
try
:
result
=
self
.
rag_manager
.
index_personal_documents
(
directory
)
if
result
.
get
(
'success'
):
success_count
+=
1
logger
.
info
(
f"Indexed directory:
{
directory
}
"
)
else
:
failure_count
+=
1
logger
.
error
(
f"Failed to index directory
{
directory
}
:
{
result
.
get
(
'message'
)
}
"
)
except
Exception
as
e
:
failure_count
+=
1
logger
.
error
(
f"Failed to index directory
{
directory
}
:
{
e
}
"
)
logger
.
info
(
f"Indexing complete:
{
success_count
}
succeeded,
{
failure_count
}
failed"
)
return
{
"success"
:
success_count
,
"failed"
:
failure_count
}
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