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Update docx, xlsx, pdf, pptx skills with latest improvements (#330)
docx: Add commenting and track-changes support. Reorganize OOXML tooling into a shared office/ module. pptx: Streamline SKILL.md, add slide-editing and pptxgenjs guides, bundle html2pptx as a tgz. Reorganize OOXML tooling into a shared office/ module. xlsx: Move recalc script into scripts/ and expand it. Add shared office/ module for OOXML pack/unpack/validate. pdf: Improve form-filling workflow with new form-structure extraction script and updated field-info extraction.
This commit is contained in:
Keith Lazuka
+27
-7
@@ -1,6 +1,6 @@
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---
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name: pdf
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description: Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.
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description: Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting/decrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.
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license: Proprietary. LICENSE.txt has complete terms
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---
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@@ -8,7 +8,7 @@ license: Proprietary. LICENSE.txt has complete terms
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## Overview
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This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see reference.md. If you need to fill out a PDF form, read forms.md and follow its instructions.
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This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see REFERENCE.md. If you need to fill out a PDF form, read FORMS.md and follow its instructions.
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## Quick Start
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@@ -166,6 +166,26 @@ story.append(Paragraph("Content for page 2", styles['Normal']))
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doc.build(story)
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```
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#### Subscripts and Superscripts
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**IMPORTANT**: Never use Unicode subscript/superscript characters (₀₁₂₃₄₅₆₇₈₉, ⁰¹²³⁴⁵⁶⁷⁸⁹) in ReportLab PDFs. The built-in fonts do not include these glyphs, causing them to render as solid black boxes.
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Instead, use ReportLab's XML markup tags in Paragraph objects:
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```python
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from reportlab.platypus import Paragraph
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from reportlab.lib.styles import getSampleStyleSheet
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styles = getSampleStyleSheet()
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# Subscripts: use <sub> tag
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chemical = Paragraph("H<sub>2</sub>O", styles['Normal'])
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# Superscripts: use <super> tag
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squared = Paragraph("x<super>2</super> + y<super>2</super>", styles['Normal'])
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```
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For canvas-drawn text (not Paragraph objects), manually adjust font the size and position rather than using Unicode subscripts/superscripts.
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## Command-Line Tools
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### pdftotext (poppler-utils)
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@@ -284,11 +304,11 @@ with open("encrypted.pdf", "wb") as output:
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| Create PDFs | reportlab | Canvas or Platypus |
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| Command line merge | qpdf | `qpdf --empty --pages ...` |
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| OCR scanned PDFs | pytesseract | Convert to image first |
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| Fill PDF forms | pdf-lib or pypdf (see forms.md) | See forms.md |
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| Fill PDF forms | pdf-lib or pypdf (see FORMS.md) | See FORMS.md |
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## Next Steps
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- For advanced pypdfium2 usage, see reference.md
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- For JavaScript libraries (pdf-lib), see reference.md
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- If you need to fill out a PDF form, follow the instructions in forms.md
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- For troubleshooting guides, see reference.md
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- For advanced pypdfium2 usage, see REFERENCE.md
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- For JavaScript libraries (pdf-lib), see REFERENCE.md
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- If you need to fill out a PDF form, follow the instructions in FORMS.md
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- For troubleshooting guides, see REFERENCE.md
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+187
-98
@@ -76,130 +76,219 @@ Then analyze the images to determine the purpose of each form field (make sure t
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This script will verify that the field IDs and values you provide are valid; if it prints error messages, correct the appropriate fields and try again.
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# Non-fillable fields
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If the PDF doesn't have fillable form fields, you'll need to visually determine where the data should be added and create text annotations. Follow the below steps *exactly*. You MUST perform all of these steps to ensure that the the form is accurately completed. Details for each step are below.
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- Convert the PDF to PNG images and determine field bounding boxes.
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- Create a JSON file with field information and validation images showing the bounding boxes.
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- Validate the the bounding boxes.
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- Use the bounding boxes to fill in the form.
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If the PDF doesn't have fillable form fields, you'll add text annotations. First try to extract coordinates from the PDF structure (more accurate), then fall back to visual estimation if needed.
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## Step 1: Visual Analysis (REQUIRED)
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- Convert the PDF to PNG images. Run this script from this file's directory:
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`python scripts/convert_pdf_to_images.py <file.pdf> <output_directory>`
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The script will create a PNG image for each page in the PDF.
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- Carefully examine each PNG image and identify all form fields and areas where the user should enter data. For each form field where the user should enter text, determine bounding boxes for both the form field label, and the area where the user should enter text. The label and entry bounding boxes MUST NOT INTERSECT; the text entry box should only include the area where data should be entered. Usually this area will be immediately to the side, above, or below its label. Entry bounding boxes must be tall and wide enough to contain their text.
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## Step 1: Try Structure Extraction First
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These are some examples of form structures that you might see:
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Run this script to extract text labels, lines, and checkboxes with their exact PDF coordinates:
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`python scripts/extract_form_structure.py <input.pdf> form_structure.json`
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*Label inside box*
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```
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┌────────────────────────┐
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│ Name: │
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└────────────────────────┘
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```
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The input area should be to the right of the "Name" label and extend to the edge of the box.
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This creates a JSON file containing:
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- **labels**: Every text element with exact coordinates (x0, top, x1, bottom in PDF points)
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- **lines**: Horizontal lines that define row boundaries
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- **checkboxes**: Small square rectangles that are checkboxes (with center coordinates)
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- **row_boundaries**: Row top/bottom positions calculated from horizontal lines
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*Label before line*
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```
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Email: _______________________
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```
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The input area should be above the line and include its entire width.
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**Check the results**: If `form_structure.json` has meaningful labels (text elements that correspond to form fields), use **Approach A: Structure-Based Coordinates**. If the PDF is scanned/image-based and has few or no labels, use **Approach B: Visual Estimation**.
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*Label under line*
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```
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_________________________
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Name
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```
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The input area should be above the line and include the entire width of the line. This is common for signature and date fields.
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---
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*Label above line*
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```
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Please enter any special requests:
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________________________________________________
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```
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The input area should extend from the bottom of the label to the line, and should include the entire width of the line.
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## Approach A: Structure-Based Coordinates (Preferred)
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*Checkboxes*
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```
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Are you a US citizen? Yes □ No □
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```
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For checkboxes:
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- Look for small square boxes (□) - these are the actual checkboxes to target. They may be to the left or right of their labels.
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- Distinguish between label text ("Yes", "No") and the clickable checkbox squares.
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- The entry bounding box should cover ONLY the small square, not the text label.
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Use this when `extract_form_structure.py` found text labels in the PDF.
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### Step 2: Create fields.json and validation images (REQUIRED)
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- Create a file named `fields.json` with information for the form fields and bounding boxes in this format:
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```
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### A.1: Analyze the Structure
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Read form_structure.json and identify:
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1. **Label groups**: Adjacent text elements that form a single label (e.g., "Last" + "Name")
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2. **Row structure**: Labels with similar `top` values are in the same row
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3. **Field columns**: Entry areas start after label ends (x0 = label.x1 + gap)
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4. **Checkboxes**: Use the checkbox coordinates directly from the structure
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**Coordinate system**: PDF coordinates where y=0 is at TOP of page, y increases downward.
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### A.2: Check for Missing Elements
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The structure extraction may not detect all form elements. Common cases:
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- **Circular checkboxes**: Only square rectangles are detected as checkboxes
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- **Complex graphics**: Decorative elements or non-standard form controls
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- **Faded or light-colored elements**: May not be extracted
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If you see form fields in the PDF images that aren't in form_structure.json, you'll need to use **visual analysis** for those specific fields (see "Hybrid Approach" below).
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### A.3: Create fields.json with PDF Coordinates
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For each field, calculate entry coordinates from the extracted structure:
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**Text fields:**
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- entry x0 = label x1 + 5 (small gap after label)
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- entry x1 = next label's x0, or row boundary
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- entry top = same as label top
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- entry bottom = row boundary line below, or label bottom + row_height
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**Checkboxes:**
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- Use the checkbox rectangle coordinates directly from form_structure.json
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- entry_bounding_box = [checkbox.x0, checkbox.top, checkbox.x1, checkbox.bottom]
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Create fields.json using `pdf_width` and `pdf_height` (signals PDF coordinates):
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```json
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{
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"pages": [
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{
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"page_number": 1,
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"image_width": (first page image width in pixels),
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"image_height": (first page image height in pixels),
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},
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{
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"page_number": 2,
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"image_width": (second page image width in pixels),
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"image_height": (second page image height in pixels),
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}
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// additional pages
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{"page_number": 1, "pdf_width": 612, "pdf_height": 792}
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],
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"form_fields": [
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// Example for a text field.
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{
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"page_number": 1,
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"description": "The user's last name should be entered here",
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// Bounding boxes are [left, top, right, bottom]. The bounding boxes for the label and text entry should not overlap.
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"field_label": "Last name",
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"label_bounding_box": [30, 125, 95, 142],
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"entry_bounding_box": [100, 125, 280, 142],
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"entry_text": {
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"text": "Johnson", // This text will be added as an annotation at the entry_bounding_box location
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"font_size": 14, // optional, defaults to 14
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"font_color": "000000", // optional, RRGGBB format, defaults to 000000 (black)
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}
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"description": "Last name entry field",
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"field_label": "Last Name",
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"label_bounding_box": [43, 63, 87, 73],
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"entry_bounding_box": [92, 63, 260, 79],
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"entry_text": {"text": "Smith", "font_size": 10}
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},
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// Example for a checkbox. TARGET THE SQUARE for the entry bounding box, NOT THE TEXT
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{
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"page_number": 2,
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"description": "Checkbox that should be checked if the user is over 18",
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"entry_bounding_box": [140, 525, 155, 540], // Small box over checkbox square
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"page_number": 1,
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"description": "US Citizen Yes checkbox",
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"field_label": "Yes",
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"label_bounding_box": [100, 525, 132, 540], // Box containing "Yes" text
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// Use "X" to check a checkbox.
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"entry_text": {
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"text": "X",
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}
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"label_bounding_box": [260, 200, 280, 210],
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"entry_bounding_box": [285, 197, 292, 205],
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"entry_text": {"text": "X"}
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}
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// additional form field entries
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]
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}
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```
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Create validation images by running this script from this file's directory for each page:
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`python scripts/create_validation_image.py <page_number> <path_to_fields.json> <input_image_path> <output_image_path>
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**Important**: Use `pdf_width`/`pdf_height` and coordinates directly from form_structure.json.
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The validation images will have red rectangles where text should be entered, and blue rectangles covering label text.
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### A.4: Validate Bounding Boxes
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### Step 3: Validate Bounding Boxes (REQUIRED)
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#### Automated intersection check
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- Verify that none of bounding boxes intersect and that the entry bounding boxes are tall enough by checking the fields.json file with the `check_bounding_boxes.py` script (run from this file's directory):
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`python scripts/check_bounding_boxes.py <JSON file>`
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Before filling, check your bounding boxes for errors:
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`python scripts/check_bounding_boxes.py fields.json`
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If there are errors, reanalyze the relevant fields, adjust the bounding boxes, and iterate until there are no remaining errors. Remember: label (blue) bounding boxes should contain text labels, entry (red) boxes should not.
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This checks for intersecting bounding boxes and entry boxes that are too small for the font size. Fix any reported errors before filling.
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#### Manual image inspection
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**CRITICAL: Do not proceed without visually inspecting validation images**
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- Red rectangles must ONLY cover input areas
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- Red rectangles MUST NOT contain any text
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- Blue rectangles should contain label text
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- For checkboxes:
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- Red rectangle MUST be centered on the checkbox square
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- Blue rectangle should cover the text label for the checkbox
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---
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- If any rectangles look wrong, fix fields.json, regenerate the validation images, and verify again. Repeat this process until the bounding boxes are fully accurate.
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## Approach B: Visual Estimation (Fallback)
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Use this when the PDF is scanned/image-based and structure extraction found no usable text labels (e.g., all text shows as "(cid:X)" patterns).
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### Step 4: Add annotations to the PDF
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Run this script from this file's directory to create a filled-out PDF using the information in fields.json:
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`python scripts/fill_pdf_form_with_annotations.py <input_pdf_path> <path_to_fields.json> <output_pdf_path>
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### B.1: Convert PDF to Images
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`python scripts/convert_pdf_to_images.py <input.pdf> <images_dir/>`
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### B.2: Initial Field Identification
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Examine each page image to identify form sections and get **rough estimates** of field locations:
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- Form field labels and their approximate positions
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- Entry areas (lines, boxes, or blank spaces for text input)
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- Checkboxes and their approximate locations
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For each field, note approximate pixel coordinates (they don't need to be precise yet).
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### B.3: Zoom Refinement (CRITICAL for accuracy)
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For each field, crop a region around the estimated position to refine coordinates precisely.
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**Create a zoomed crop using ImageMagick:**
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```bash
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magick <page_image> -crop <width>x<height>+<x>+<y> +repage <crop_output.png>
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```
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Where:
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- `<x>, <y>` = top-left corner of crop region (use your rough estimate minus padding)
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- `<width>, <height>` = size of crop region (field area plus ~50px padding on each side)
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**Example:** To refine a "Name" field estimated around (100, 150):
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```bash
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magick images_dir/page_1.png -crop 300x80+50+120 +repage crops/name_field.png
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```
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(Note: if the `magick` command isn't available, try `convert` with the same arguments).
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**Examine the cropped image** to determine precise coordinates:
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1. Identify the exact pixel where the entry area begins (after the label)
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2. Identify where the entry area ends (before next field or edge)
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3. Identify the top and bottom of the entry line/box
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**Convert crop coordinates back to full image coordinates:**
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- full_x = crop_x + crop_offset_x
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- full_y = crop_y + crop_offset_y
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Example: If the crop started at (50, 120) and the entry box starts at (52, 18) within the crop:
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- entry_x0 = 52 + 50 = 102
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- entry_top = 18 + 120 = 138
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**Repeat for each field**, grouping nearby fields into single crops when possible.
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### B.4: Create fields.json with Refined Coordinates
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Create fields.json using `image_width` and `image_height` (signals image coordinates):
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```json
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{
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"pages": [
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{"page_number": 1, "image_width": 1700, "image_height": 2200}
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],
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"form_fields": [
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{
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"page_number": 1,
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"description": "Last name entry field",
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"field_label": "Last Name",
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"label_bounding_box": [120, 175, 242, 198],
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"entry_bounding_box": [255, 175, 720, 218],
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"entry_text": {"text": "Smith", "font_size": 10}
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}
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]
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}
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```
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**Important**: Use `image_width`/`image_height` and the refined pixel coordinates from the zoom analysis.
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### B.5: Validate Bounding Boxes
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Before filling, check your bounding boxes for errors:
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`python scripts/check_bounding_boxes.py fields.json`
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This checks for intersecting bounding boxes and entry boxes that are too small for the font size. Fix any reported errors before filling.
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---
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## Hybrid Approach: Structure + Visual
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Use this when structure extraction works for most fields but misses some elements (e.g., circular checkboxes, unusual form controls).
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|
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1. **Use Approach A** for fields that were detected in form_structure.json
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2. **Convert PDF to images** for visual analysis of missing fields
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3. **Use zoom refinement** (from Approach B) for the missing fields
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4. **Combine coordinates**: For fields from structure extraction, use `pdf_width`/`pdf_height`. For visually-estimated fields, you must convert image coordinates to PDF coordinates:
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- pdf_x = image_x * (pdf_width / image_width)
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- pdf_y = image_y * (pdf_height / image_height)
|
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5. **Use a single coordinate system** in fields.json - convert all to PDF coordinates with `pdf_width`/`pdf_height`
|
||||
|
||||
---
|
||||
|
||||
## Step 2: Validate Before Filling
|
||||
|
||||
**Always validate bounding boxes before filling:**
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`python scripts/check_bounding_boxes.py fields.json`
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This checks for:
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- Intersecting bounding boxes (which would cause overlapping text)
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- Entry boxes that are too small for the specified font size
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Fix any reported errors in fields.json before proceeding.
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|
||||
## Step 3: Fill the Form
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||||
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||||
The fill script auto-detects the coordinate system and handles conversion:
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`python scripts/fill_pdf_form_with_annotations.py <input.pdf> fields.json <output.pdf>`
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|
||||
## Step 4: Verify Output
|
||||
|
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Convert the filled PDF to images and verify text placement:
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`python scripts/convert_pdf_to_images.py <output.pdf> <verify_images/>`
|
||||
|
||||
If text is mispositioned:
|
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- **Approach A**: Check that you're using PDF coordinates from form_structure.json with `pdf_width`/`pdf_height`
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- **Approach B**: Check that image dimensions match and coordinates are accurate pixels
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- **Hybrid**: Ensure coordinate conversions are correct for visually-estimated fields
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||||
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||||
@@ -3,8 +3,6 @@ import json
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import sys
|
||||
|
||||
|
||||
# Script to check that the `fields.json` file that Claude creates when analyzing PDFs
|
||||
# does not have overlapping bounding boxes. See forms.md.
|
||||
|
||||
|
||||
@dataclass
|
||||
@@ -14,7 +12,6 @@ class RectAndField:
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||||
field: dict
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||||
|
||||
|
||||
# Returns a list of messages that are printed to stdout for Claude to read.
|
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def get_bounding_box_messages(fields_json_stream) -> list[str]:
|
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messages = []
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fields = json.load(fields_json_stream)
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@@ -32,7 +29,6 @@ def get_bounding_box_messages(fields_json_stream) -> list[str]:
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||||
|
||||
has_error = False
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||||
for i, ri in enumerate(rects_and_fields):
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# This is O(N^2); we can optimize if it becomes a problem.
|
||||
for j in range(i + 1, len(rects_and_fields)):
|
||||
rj = rects_and_fields[j]
|
||||
if ri.field["page_number"] == rj.field["page_number"] and rects_intersect(ri.rect, rj.rect):
|
||||
@@ -63,7 +59,6 @@ if __name__ == "__main__":
|
||||
if len(sys.argv) != 2:
|
||||
print("Usage: check_bounding_boxes.py [fields.json]")
|
||||
sys.exit(1)
|
||||
# Input file should be in the `fields.json` format described in forms.md.
|
||||
with open(sys.argv[1]) as f:
|
||||
messages = get_bounding_box_messages(f)
|
||||
for msg in messages:
|
||||
|
||||
@@ -1,226 +0,0 @@
|
||||
import unittest
|
||||
import json
|
||||
import io
|
||||
from check_bounding_boxes import get_bounding_box_messages
|
||||
|
||||
|
||||
# Currently this is not run automatically in CI; it's just for documentation and manual checking.
|
||||
class TestGetBoundingBoxMessages(unittest.TestCase):
|
||||
|
||||
def create_json_stream(self, data):
|
||||
"""Helper to create a JSON stream from data"""
|
||||
return io.StringIO(json.dumps(data))
|
||||
|
||||
def test_no_intersections(self):
|
||||
"""Test case with no bounding box intersections"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 30]
|
||||
},
|
||||
{
|
||||
"description": "Email",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 40, 50, 60],
|
||||
"entry_bounding_box": [60, 40, 150, 60]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("SUCCESS" in msg for msg in messages))
|
||||
self.assertFalse(any("FAILURE" in msg for msg in messages))
|
||||
|
||||
def test_label_entry_intersection_same_field(self):
|
||||
"""Test intersection between label and entry of the same field"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 60, 30],
|
||||
"entry_bounding_box": [50, 10, 150, 30] # Overlaps with label
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("FAILURE" in msg and "intersection" in msg for msg in messages))
|
||||
self.assertFalse(any("SUCCESS" in msg for msg in messages))
|
||||
|
||||
def test_intersection_between_different_fields(self):
|
||||
"""Test intersection between bounding boxes of different fields"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 30]
|
||||
},
|
||||
{
|
||||
"description": "Email",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [40, 20, 80, 40], # Overlaps with Name's boxes
|
||||
"entry_bounding_box": [160, 10, 250, 30]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("FAILURE" in msg and "intersection" in msg for msg in messages))
|
||||
self.assertFalse(any("SUCCESS" in msg for msg in messages))
|
||||
|
||||
def test_different_pages_no_intersection(self):
|
||||
"""Test that boxes on different pages don't count as intersecting"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 30]
|
||||
},
|
||||
{
|
||||
"description": "Email",
|
||||
"page_number": 2,
|
||||
"label_bounding_box": [10, 10, 50, 30], # Same coordinates but different page
|
||||
"entry_bounding_box": [60, 10, 150, 30]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("SUCCESS" in msg for msg in messages))
|
||||
self.assertFalse(any("FAILURE" in msg for msg in messages))
|
||||
|
||||
def test_entry_height_too_small(self):
|
||||
"""Test that entry box height is checked against font size"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 20], # Height is 10
|
||||
"entry_text": {
|
||||
"font_size": 14 # Font size larger than height
|
||||
}
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("FAILURE" in msg and "height" in msg for msg in messages))
|
||||
self.assertFalse(any("SUCCESS" in msg for msg in messages))
|
||||
|
||||
def test_entry_height_adequate(self):
|
||||
"""Test that adequate entry box height passes"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 30], # Height is 20
|
||||
"entry_text": {
|
||||
"font_size": 14 # Font size smaller than height
|
||||
}
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("SUCCESS" in msg for msg in messages))
|
||||
self.assertFalse(any("FAILURE" in msg for msg in messages))
|
||||
|
||||
def test_default_font_size(self):
|
||||
"""Test that default font size is used when not specified"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 20], # Height is 10
|
||||
"entry_text": {} # No font_size specified, should use default 14
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("FAILURE" in msg and "height" in msg for msg in messages))
|
||||
self.assertFalse(any("SUCCESS" in msg for msg in messages))
|
||||
|
||||
def test_no_entry_text(self):
|
||||
"""Test that missing entry_text doesn't cause height check"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [60, 10, 150, 20] # Small height but no entry_text
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("SUCCESS" in msg for msg in messages))
|
||||
self.assertFalse(any("FAILURE" in msg for msg in messages))
|
||||
|
||||
def test_multiple_errors_limit(self):
|
||||
"""Test that error messages are limited to prevent excessive output"""
|
||||
fields = []
|
||||
# Create many overlapping fields
|
||||
for i in range(25):
|
||||
fields.append({
|
||||
"description": f"Field{i}",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30], # All overlap
|
||||
"entry_bounding_box": [20, 15, 60, 35] # All overlap
|
||||
})
|
||||
|
||||
data = {"form_fields": fields}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
# Should abort after ~20 messages
|
||||
self.assertTrue(any("Aborting" in msg for msg in messages))
|
||||
# Should have some FAILURE messages but not hundreds
|
||||
failure_count = sum(1 for msg in messages if "FAILURE" in msg)
|
||||
self.assertGreater(failure_count, 0)
|
||||
self.assertLess(len(messages), 30) # Should be limited
|
||||
|
||||
def test_edge_touching_boxes(self):
|
||||
"""Test that boxes touching at edges don't count as intersecting"""
|
||||
data = {
|
||||
"form_fields": [
|
||||
{
|
||||
"description": "Name",
|
||||
"page_number": 1,
|
||||
"label_bounding_box": [10, 10, 50, 30],
|
||||
"entry_bounding_box": [50, 10, 150, 30] # Touches at x=50
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
stream = self.create_json_stream(data)
|
||||
messages = get_bounding_box_messages(stream)
|
||||
self.assertTrue(any("SUCCESS" in msg for msg in messages))
|
||||
self.assertFalse(any("FAILURE" in msg for msg in messages))
|
||||
|
||||
|
||||
if __name__ == '__main__':
|
||||
unittest.main()
|
||||
@@ -2,7 +2,6 @@ import sys
|
||||
from pypdf import PdfReader
|
||||
|
||||
|
||||
# Script for Claude to run to determine whether a PDF has fillable form fields. See forms.md.
|
||||
|
||||
|
||||
reader = PdfReader(sys.argv[1])
|
||||
|
||||
@@ -4,14 +4,12 @@ import sys
|
||||
from pdf2image import convert_from_path
|
||||
|
||||
|
||||
# Converts each page of a PDF to a PNG image.
|
||||
|
||||
|
||||
def convert(pdf_path, output_dir, max_dim=1000):
|
||||
images = convert_from_path(pdf_path, dpi=200)
|
||||
|
||||
for i, image in enumerate(images):
|
||||
# Scale image if needed to keep width/height under `max_dim`
|
||||
width, height = image.size
|
||||
if width > max_dim or height > max_dim:
|
||||
scale_factor = min(max_dim / width, max_dim / height)
|
||||
|
||||
@@ -4,12 +4,9 @@ import sys
|
||||
from PIL import Image, ImageDraw
|
||||
|
||||
|
||||
# Creates "validation" images with rectangles for the bounding box information that
|
||||
# Claude creates when determining where to add text annotations in PDFs. See forms.md.
|
||||
|
||||
|
||||
def create_validation_image(page_number, fields_json_path, input_path, output_path):
|
||||
# Input file should be in the `fields.json` format described in forms.md.
|
||||
with open(fields_json_path, 'r') as f:
|
||||
data = json.load(f)
|
||||
|
||||
@@ -21,7 +18,6 @@ def create_validation_image(page_number, fields_json_path, input_path, output_pa
|
||||
if field["page_number"] == page_number:
|
||||
entry_box = field['entry_bounding_box']
|
||||
label_box = field['label_bounding_box']
|
||||
# Draw red rectangle over entry bounding box and blue rectangle over the label.
|
||||
draw.rectangle(entry_box, outline='red', width=2)
|
||||
draw.rectangle(label_box, outline='blue', width=2)
|
||||
num_boxes += 2
|
||||
|
||||
@@ -4,11 +4,8 @@ import sys
|
||||
from pypdf import PdfReader
|
||||
|
||||
|
||||
# Extracts data for the fillable form fields in a PDF and outputs JSON that
|
||||
# Claude uses to fill the fields. See forms.md.
|
||||
|
||||
|
||||
# This matches the format used by PdfReader `get_fields` and `update_page_form_field_values` methods.
|
||||
def get_full_annotation_field_id(annotation):
|
||||
components = []
|
||||
while annotation:
|
||||
@@ -25,12 +22,9 @@ def make_field_dict(field, field_id):
|
||||
if ft == "/Tx":
|
||||
field_dict["type"] = "text"
|
||||
elif ft == "/Btn":
|
||||
field_dict["type"] = "checkbox" # radio groups handled separately
|
||||
field_dict["type"] = "checkbox"
|
||||
states = field.get("/_States_", [])
|
||||
if len(states) == 2:
|
||||
# "/Off" seems to always be the unchecked value, as suggested by
|
||||
# https://opensource.adobe.com/dc-acrobat-sdk-docs/standards/pdfstandards/pdf/PDF32000_2008.pdf#page=448
|
||||
# It can be either first or second in the "/_States_" list.
|
||||
if "/Off" in states:
|
||||
field_dict["checked_value"] = states[0] if states[0] != "/Off" else states[1]
|
||||
field_dict["unchecked_value"] = "/Off"
|
||||
@@ -50,15 +44,6 @@ def make_field_dict(field, field_id):
|
||||
return field_dict
|
||||
|
||||
|
||||
# Returns a list of fillable PDF fields:
|
||||
# [
|
||||
# {
|
||||
# "field_id": "name",
|
||||
# "page": 1,
|
||||
# "type": ("text", "checkbox", "radio_group", or "choice")
|
||||
# // Per-type additional fields described in forms.md
|
||||
# },
|
||||
# ]
|
||||
def get_field_info(reader: PdfReader):
|
||||
fields = reader.get_fields()
|
||||
|
||||
@@ -66,19 +51,13 @@ def get_field_info(reader: PdfReader):
|
||||
possible_radio_names = set()
|
||||
|
||||
for field_id, field in fields.items():
|
||||
# Skip if this is a container field with children, except that it might be
|
||||
# a parent group for radio button options.
|
||||
if field.get("/Kids"):
|
||||
if field.get("/FT") == "/Btn":
|
||||
possible_radio_names.add(field_id)
|
||||
continue
|
||||
field_info_by_id[field_id] = make_field_dict(field, field_id)
|
||||
|
||||
# Bounding rects are stored in annotations in page objects.
|
||||
|
||||
# Radio button options have a separate annotation for each choice;
|
||||
# all choices have the same field name.
|
||||
# See https://westhealth.github.io/exploring-fillable-forms-with-pdfrw.html
|
||||
radio_fields_by_id = {}
|
||||
|
||||
for page_index, page in enumerate(reader.pages):
|
||||
@@ -90,8 +69,6 @@ def get_field_info(reader: PdfReader):
|
||||
field_info_by_id[field_id]["rect"] = ann.get('/Rect')
|
||||
elif field_id in possible_radio_names:
|
||||
try:
|
||||
# ann['/AP']['/N'] should have two items. One of them is '/Off',
|
||||
# the other is the active value.
|
||||
on_values = [v for v in ann["/AP"]["/N"] if v != "/Off"]
|
||||
except KeyError:
|
||||
continue
|
||||
@@ -104,17 +81,11 @@ def get_field_info(reader: PdfReader):
|
||||
"page": page_index + 1,
|
||||
"radio_options": [],
|
||||
}
|
||||
# Note: at least on macOS 15.7, Preview.app doesn't show selected
|
||||
# radio buttons correctly. (It does if you remove the leading slash
|
||||
# from the value, but that causes them not to appear correctly in
|
||||
# Chrome/Firefox/Acrobat/etc).
|
||||
radio_fields_by_id[field_id]["radio_options"].append({
|
||||
"value": on_values[0],
|
||||
"rect": rect,
|
||||
})
|
||||
|
||||
# Some PDFs have form field definitions without corresponding annotations,
|
||||
# so we can't tell where they are. Ignore these fields for now.
|
||||
fields_with_location = []
|
||||
for field_info in field_info_by_id.values():
|
||||
if "page" in field_info:
|
||||
@@ -122,7 +93,6 @@ def get_field_info(reader: PdfReader):
|
||||
else:
|
||||
print(f"Unable to determine location for field id: {field_info.get('field_id')}, ignoring")
|
||||
|
||||
# Sort by page number, then Y position (flipped in PDF coordinate system), then X.
|
||||
def sort_key(f):
|
||||
if "radio_options" in f:
|
||||
rect = f["radio_options"][0]["rect"] or [0, 0, 0, 0]
|
||||
|
||||
@@ -0,0 +1,115 @@
|
||||
"""
|
||||
Extract form structure from a non-fillable PDF.
|
||||
|
||||
This script analyzes the PDF to find:
|
||||
- Text labels with their exact coordinates
|
||||
- Horizontal lines (row boundaries)
|
||||
- Checkboxes (small rectangles)
|
||||
|
||||
Output: A JSON file with the form structure that can be used to generate
|
||||
accurate field coordinates for filling.
|
||||
|
||||
Usage: python extract_form_structure.py <input.pdf> <output.json>
|
||||
"""
|
||||
|
||||
import json
|
||||
import sys
|
||||
import pdfplumber
|
||||
|
||||
|
||||
def extract_form_structure(pdf_path):
|
||||
structure = {
|
||||
"pages": [],
|
||||
"labels": [],
|
||||
"lines": [],
|
||||
"checkboxes": [],
|
||||
"row_boundaries": []
|
||||
}
|
||||
|
||||
with pdfplumber.open(pdf_path) as pdf:
|
||||
for page_num, page in enumerate(pdf.pages, 1):
|
||||
structure["pages"].append({
|
||||
"page_number": page_num,
|
||||
"width": float(page.width),
|
||||
"height": float(page.height)
|
||||
})
|
||||
|
||||
words = page.extract_words()
|
||||
for word in words:
|
||||
structure["labels"].append({
|
||||
"page": page_num,
|
||||
"text": word["text"],
|
||||
"x0": round(float(word["x0"]), 1),
|
||||
"top": round(float(word["top"]), 1),
|
||||
"x1": round(float(word["x1"]), 1),
|
||||
"bottom": round(float(word["bottom"]), 1)
|
||||
})
|
||||
|
||||
for line in page.lines:
|
||||
if abs(float(line["x1"]) - float(line["x0"])) > page.width * 0.5:
|
||||
structure["lines"].append({
|
||||
"page": page_num,
|
||||
"y": round(float(line["top"]), 1),
|
||||
"x0": round(float(line["x0"]), 1),
|
||||
"x1": round(float(line["x1"]), 1)
|
||||
})
|
||||
|
||||
for rect in page.rects:
|
||||
width = float(rect["x1"]) - float(rect["x0"])
|
||||
height = float(rect["bottom"]) - float(rect["top"])
|
||||
if 5 <= width <= 15 and 5 <= height <= 15 and abs(width - height) < 2:
|
||||
structure["checkboxes"].append({
|
||||
"page": page_num,
|
||||
"x0": round(float(rect["x0"]), 1),
|
||||
"top": round(float(rect["top"]), 1),
|
||||
"x1": round(float(rect["x1"]), 1),
|
||||
"bottom": round(float(rect["bottom"]), 1),
|
||||
"center_x": round((float(rect["x0"]) + float(rect["x1"])) / 2, 1),
|
||||
"center_y": round((float(rect["top"]) + float(rect["bottom"])) / 2, 1)
|
||||
})
|
||||
|
||||
lines_by_page = {}
|
||||
for line in structure["lines"]:
|
||||
page = line["page"]
|
||||
if page not in lines_by_page:
|
||||
lines_by_page[page] = []
|
||||
lines_by_page[page].append(line["y"])
|
||||
|
||||
for page, y_coords in lines_by_page.items():
|
||||
y_coords = sorted(set(y_coords))
|
||||
for i in range(len(y_coords) - 1):
|
||||
structure["row_boundaries"].append({
|
||||
"page": page,
|
||||
"row_top": y_coords[i],
|
||||
"row_bottom": y_coords[i + 1],
|
||||
"row_height": round(y_coords[i + 1] - y_coords[i], 1)
|
||||
})
|
||||
|
||||
return structure
|
||||
|
||||
|
||||
def main():
|
||||
if len(sys.argv) != 3:
|
||||
print("Usage: extract_form_structure.py <input.pdf> <output.json>")
|
||||
sys.exit(1)
|
||||
|
||||
pdf_path = sys.argv[1]
|
||||
output_path = sys.argv[2]
|
||||
|
||||
print(f"Extracting structure from {pdf_path}...")
|
||||
structure = extract_form_structure(pdf_path)
|
||||
|
||||
with open(output_path, "w") as f:
|
||||
json.dump(structure, f, indent=2)
|
||||
|
||||
print(f"Found:")
|
||||
print(f" - {len(structure['pages'])} pages")
|
||||
print(f" - {len(structure['labels'])} text labels")
|
||||
print(f" - {len(structure['lines'])} horizontal lines")
|
||||
print(f" - {len(structure['checkboxes'])} checkboxes")
|
||||
print(f" - {len(structure['row_boundaries'])} row boundaries")
|
||||
print(f"Saved to {output_path}")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -6,13 +6,11 @@ from pypdf import PdfReader, PdfWriter
|
||||
from extract_form_field_info import get_field_info
|
||||
|
||||
|
||||
# Fills fillable form fields in a PDF. See forms.md.
|
||||
|
||||
|
||||
def fill_pdf_fields(input_pdf_path: str, fields_json_path: str, output_pdf_path: str):
|
||||
with open(fields_json_path) as f:
|
||||
fields = json.load(f)
|
||||
# Group by page number.
|
||||
fields_by_page = {}
|
||||
for field in fields:
|
||||
if "value" in field:
|
||||
@@ -48,8 +46,6 @@ def fill_pdf_fields(input_pdf_path: str, fields_json_path: str, output_pdf_path:
|
||||
for page, field_values in fields_by_page.items():
|
||||
writer.update_page_form_field_values(writer.pages[page - 1], field_values, auto_regenerate=False)
|
||||
|
||||
# This seems to be necessary for many PDF viewers to format the form values correctly.
|
||||
# It may cause the viewer to show a "save changes" dialog even if the user doesn't make any changes.
|
||||
writer.set_need_appearances_writer(True)
|
||||
|
||||
with open(output_pdf_path, "wb") as f:
|
||||
@@ -75,18 +71,6 @@ def validation_error_for_field_value(field_info, field_value):
|
||||
return None
|
||||
|
||||
|
||||
# pypdf (at least version 5.7.0) has a bug when setting the value for a selection list field.
|
||||
# In _writer.py around line 966:
|
||||
#
|
||||
# if field.get(FA.FT, "/Tx") == "/Ch" and field_flags & FA.FfBits.Combo == 0:
|
||||
# txt = "\n".join(annotation.get_inherited(FA.Opt, []))
|
||||
#
|
||||
# The problem is that for selection lists, `get_inherited` returns a list of two-element lists like
|
||||
# [["value1", "Text 1"], ["value2", "Text 2"], ...]
|
||||
# This causes `join` to throw a TypeError because it expects an iterable of strings.
|
||||
# The horrible workaround is to patch `get_inherited` to return a list of the value strings.
|
||||
# We call the original method and adjust the return value only if the argument to `get_inherited`
|
||||
# is `FA.Opt` and if the return value is a list of two-element lists.
|
||||
def monkeypatch_pydpf_method():
|
||||
from pypdf.generic import DictionaryObject
|
||||
from pypdf.constants import FieldDictionaryAttributes
|
||||
|
||||
@@ -5,64 +5,67 @@ from pypdf import PdfReader, PdfWriter
|
||||
from pypdf.annotations import FreeText
|
||||
|
||||
|
||||
# Fills a PDF by adding text annotations defined in `fields.json`. See forms.md.
|
||||
|
||||
|
||||
def transform_coordinates(bbox, image_width, image_height, pdf_width, pdf_height):
|
||||
"""Transform bounding box from image coordinates to PDF coordinates"""
|
||||
# Image coordinates: origin at top-left, y increases downward
|
||||
# PDF coordinates: origin at bottom-left, y increases upward
|
||||
def transform_from_image_coords(bbox, image_width, image_height, pdf_width, pdf_height):
|
||||
x_scale = pdf_width / image_width
|
||||
y_scale = pdf_height / image_height
|
||||
|
||||
|
||||
left = bbox[0] * x_scale
|
||||
right = bbox[2] * x_scale
|
||||
|
||||
# Flip Y coordinates for PDF
|
||||
|
||||
top = pdf_height - (bbox[1] * y_scale)
|
||||
bottom = pdf_height - (bbox[3] * y_scale)
|
||||
|
||||
|
||||
return left, bottom, right, top
|
||||
|
||||
|
||||
def transform_from_pdf_coords(bbox, pdf_height):
|
||||
left = bbox[0]
|
||||
right = bbox[2]
|
||||
|
||||
pypdf_top = pdf_height - bbox[1]
|
||||
pypdf_bottom = pdf_height - bbox[3]
|
||||
|
||||
return left, pypdf_bottom, right, pypdf_top
|
||||
|
||||
|
||||
def fill_pdf_form(input_pdf_path, fields_json_path, output_pdf_path):
|
||||
"""Fill the PDF form with data from fields.json"""
|
||||
|
||||
# `fields.json` format described in forms.md.
|
||||
with open(fields_json_path, "r") as f:
|
||||
fields_data = json.load(f)
|
||||
|
||||
# Open the PDF
|
||||
reader = PdfReader(input_pdf_path)
|
||||
writer = PdfWriter()
|
||||
|
||||
# Copy all pages to writer
|
||||
writer.append(reader)
|
||||
|
||||
# Get PDF dimensions for each page
|
||||
pdf_dimensions = {}
|
||||
for i, page in enumerate(reader.pages):
|
||||
mediabox = page.mediabox
|
||||
pdf_dimensions[i + 1] = [mediabox.width, mediabox.height]
|
||||
|
||||
# Process each form field
|
||||
annotations = []
|
||||
for field in fields_data["form_fields"]:
|
||||
page_num = field["page_number"]
|
||||
|
||||
# Get page dimensions and transform coordinates.
|
||||
|
||||
page_info = next(p for p in fields_data["pages"] if p["page_number"] == page_num)
|
||||
image_width = page_info["image_width"]
|
||||
image_height = page_info["image_height"]
|
||||
pdf_width, pdf_height = pdf_dimensions[page_num]
|
||||
|
||||
if "pdf_width" in page_info:
|
||||
transformed_entry_box = transform_from_pdf_coords(
|
||||
field["entry_bounding_box"],
|
||||
float(pdf_height)
|
||||
)
|
||||
else:
|
||||
image_width = page_info["image_width"]
|
||||
image_height = page_info["image_height"]
|
||||
transformed_entry_box = transform_from_image_coords(
|
||||
field["entry_bounding_box"],
|
||||
image_width, image_height,
|
||||
float(pdf_width), float(pdf_height)
|
||||
)
|
||||
|
||||
transformed_entry_box = transform_coordinates(
|
||||
field["entry_bounding_box"],
|
||||
image_width, image_height,
|
||||
pdf_width, pdf_height
|
||||
)
|
||||
|
||||
# Skip empty fields
|
||||
if "entry_text" not in field or "text" not in field["entry_text"]:
|
||||
continue
|
||||
entry_text = field["entry_text"]
|
||||
@@ -74,8 +77,6 @@ def fill_pdf_form(input_pdf_path, fields_json_path, output_pdf_path):
|
||||
font_size = str(entry_text.get("font_size", 14)) + "pt"
|
||||
font_color = entry_text.get("font_color", "000000")
|
||||
|
||||
# Font size/color seems to not work reliably across viewers:
|
||||
# https://github.com/py-pdf/pypdf/issues/2084
|
||||
annotation = FreeText(
|
||||
text=text,
|
||||
rect=transformed_entry_box,
|
||||
@@ -86,10 +87,8 @@ def fill_pdf_form(input_pdf_path, fields_json_path, output_pdf_path):
|
||||
background_color=None,
|
||||
)
|
||||
annotations.append(annotation)
|
||||
# page_number is 0-based for pypdf
|
||||
writer.add_annotation(page_number=page_num - 1, annotation=annotation)
|
||||
|
||||
# Save the filled PDF
|
||||
with open(output_pdf_path, "wb") as output:
|
||||
writer.write(output)
|
||||
|
||||
@@ -105,4 +104,4 @@ if __name__ == "__main__":
|
||||
fields_json = sys.argv[2]
|
||||
output_pdf = sys.argv[3]
|
||||
|
||||
fill_pdf_form(input_pdf, fields_json, output_pdf)
|
||||
fill_pdf_form(input_pdf, fields_json, output_pdf)
|
||||
|
||||
Reference in New Issue
Block a user