proposal-system/lambdas/pdf-extract/app.py

"""Proposal System - PDF Extract Lambda.

Parses vendor proposal PDFs and extracts structured line item data.
Falls back to Claude multimodal for scanned/image-based PDFs.
"""

import base64
import json
import logging
import os
import tempfile

import boto3
import httpx
import pdfplumber

logger = logging.getLogger(__name__)
logger.setLevel(os.environ.get("LOG_LEVEL", "INFO"))

UPLOADS_BUCKET = os.environ.get("UPLOADS_BUCKET", "")
API_BASE_URL = os.environ.get("API_BASE_URL", "")
MODEL_ID = os.environ.get("MODEL_ID", "us.anthropic.claude-sonnet-4-5-20250929-v1:0")
INTERNAL_API_KEY_SECRET_ARN = os.environ.get("INTERNAL_API_KEY_SECRET_ARN", "")

s3 = boto3.client("s3")
bedrock_runtime = boto3.client("bedrock-runtime")
secrets_client = boto3.client("secretsmanager")

_cached_api_key: str | None = None


def _get_api_key() -> str:
    global _cached_api_key
    if _cached_api_key is None:
        if INTERNAL_API_KEY_SECRET_ARN:
            resp = secrets_client.get_secret_value(SecretId=INTERNAL_API_KEY_SECRET_ARN)
            _cached_api_key = resp["SecretString"]
        else:
            _cached_api_key = ""
    return _cached_api_key


def handler(event, context):
    for record in event.get("Records", []):
        body = json.loads(record["body"])
        payload = body.get("payload", body)
        proposal_id = payload["proposalId"]
        s3_key = payload.get("s3Key", "")
        vendor_proposal_id = payload.get("vendorProposalId", "")

        if not s3_key:
            logger.warning("No s3Key in payload for proposal %s", proposal_id)
            continue

        process_pdf(proposal_id, s3_key, vendor_proposal_id)
    return {"statusCode": 200}


def process_pdf(proposal_id: str, s3_key: str, vendor_proposal_id: str):
    update_processing_status(vendor_proposal_id, "Processing")

    pdf_path = None
    try:
        pdf_path = download_pdf(s3_key)
        extracted = extract_with_pdfplumber(pdf_path)

        if not extracted["lineItems"] and extracted["rawText"].strip():
            extracted = extract_with_claude_multimodal(pdf_path)

        if not extracted["lineItems"] and not extracted["rawText"].strip():
            extracted = extract_with_claude_multimodal(pdf_path)

        save_extraction(vendor_proposal_id, extracted)

    except Exception as e:
        logger.error("Error processing PDF: %s", e)
        update_processing_status(vendor_proposal_id, "Failed")
    finally:
        if pdf_path:
            try:
                os.unlink(pdf_path)
            except Exception:
                pass


def download_pdf(s3_key: str) -> str:
    tmp = tempfile.NamedTemporaryFile(delete=False, suffix=".pdf")
    s3.download_file(UPLOADS_BUCKET, s3_key, tmp.name)
    tmp.close()
    return tmp.name


def extract_with_pdfplumber(pdf_path: str) -> dict:
    result = {
        "vendorName": "",
        "lineItems": [],
        "rawText": "",
        "totalVendorCost": 0.0,
    }

    try:
        with pdfplumber.open(pdf_path) as pdf:
            all_text = ""
            all_tables = []

            for page in pdf.pages:
                text = page.extract_text() or ""
                all_text += text + "\n"

                tables = page.extract_tables()
                for table in tables:
                    all_tables.append(table)

            result["rawText"] = all_text.strip()

            if all_tables:
                result["lineItems"] = parse_tables(all_tables)
                result["totalVendorCost"] = sum(
                    li.get("total", 0) for li in result["lineItems"]
                )

            if not result["vendorName"] and all_text:
                lines = all_text.split("\n")
                for line in lines[:5]:
                    stripped = line.strip()
                    if stripped and len(stripped) > 3 and not stripped[0].isdigit():
                        result["vendorName"] = stripped
                        break

    except Exception as e:
        logger.error("pdfplumber extraction failed: %s", e)

    return result


def parse_tables(tables: list) -> list[dict]:
    line_items = []

    for table in tables:
        if not table or len(table) < 2:
            continue

        header = [str(cell).lower().strip() if cell else "" for cell in table[0]]

        desc_col = find_column(
            header, ["description", "item", "service", "work", "scope"]
        )
        qty_col = find_column(header, ["qty", "quantity", "count"])
        price_col = find_column(
            header, ["unit price", "rate", "price/unit", "unit cost"]
        )
        total_col = find_column(
            header, ["total", "amount", "ext", "extended", "line total"]
        )

        if desc_col is None:
            continue

        for row in table[1:]:
            if not row or len(row) <= desc_col:
                continue

            description = str(row[desc_col]).strip() if row[desc_col] else ""
            if not description or description.lower() in (
                "",
                "total",
                "subtotal",
                "grand total",
            ):
                continue

            quantity = (
                parse_number(row[qty_col])
                if qty_col is not None and qty_col < len(row)
                else None
            )
            unit_price = (
                parse_number(row[price_col])
                if price_col is not None and price_col < len(row)
                else None
            )
            total = (
                parse_number(row[total_col])
                if total_col is not None and total_col < len(row)
                else None
            )

            if total is None and quantity and unit_price:
                total = quantity * unit_price

            if description and (total or unit_price):
                line_items.append(
                    {
                        "description": description,
                        "quantity": quantity,
                        "unitPrice": unit_price,
                        "total": total,
                    }
                )

    return line_items


def find_column(header: list[str], keywords: list[str]) -> int | None:
    for i, col in enumerate(header):
        for kw in keywords:
            if kw in col:
                return i
    return None


def parse_number(value) -> float | None:
    if value is None:
        return None
    try:
        cleaned = str(value).replace("$", "").replace(",", "").strip()
        if not cleaned or cleaned == "-":
            return None
        return float(cleaned)
    except (ValueError, TypeError):
        return None


def extract_with_claude_multimodal(pdf_path: str) -> dict:
    try:
        with open(pdf_path, "rb") as f:
            pdf_bytes = f.read()

        pdf_b64 = base64.standard_b64encode(pdf_bytes).decode("utf-8")

        response = bedrock_runtime.invoke_model(
            modelId=MODEL_ID,
            contentType="application/json",
            accept="application/json",
            body=json.dumps(
                {
                    "anthropic_version": "bedrock-2023-05-31",
                    "max_tokens": 4096,
                    "messages": [
                        {
                            "role": "user",
                            "content": [
                                {
                                    "type": "document",
                                    "source": {
                                        "type": "base64",
                                        "media_type": "application/pdf",
                                        "data": pdf_b64,
                                    },
                                },
                                {
                                    "type": "text",
                                    "text": """Extract all line items from this vendor proposal PDF.
Return a JSON object with these fields:
- vendorName: the vendor/company name
- lineItems: array of objects with: description, quantity (number or null), unitPrice (number or null), total (number or null)
- totalVendorCost: the grand total amount

Respond ONLY with the JSON object, no additional text.""",
                                },
                            ],
                        }
                    ],
                    "temperature": 0.1,
                }
            ),
        )

        response_body = json.loads(response["body"].read())
        content = response_body["content"][0]["text"]

        content = content.strip()
        if content.startswith("```"):
            content = content.split("\n", 1)[1]
            content = content.rsplit("```", 1)[0]

        parsed = json.loads(content)
        return {
            "vendorName": parsed.get("vendorName", ""),
            "lineItems": parsed.get("lineItems", []),
            "rawText": "",
            "totalVendorCost": float(parsed.get("totalVendorCost", 0)),
        }

    except Exception as e:
        logger.error("Claude multimodal extraction failed: %s", e)
        return {
            "vendorName": "",
            "lineItems": [],
            "rawText": "",
            "totalVendorCost": 0.0,
        }


def save_extraction(vendor_proposal_id: str, extracted: dict):
    extracted_data = {
        "lineItems": extracted["lineItems"],
        "vendorName": extracted["vendorName"],
    }

    try:
        resp = httpx.put(
            f"{API_BASE_URL}/api/vendor-proposals/{vendor_proposal_id}",
            json={
                "vendorName": extracted["vendorName"],
                "extractedData": json.dumps(extracted_data),
                "totalVendorCost": extracted["totalVendorCost"],
                "processingStatus": "Complete",
            },
            headers=_api_headers(),
            timeout=10,
        )
        if resp.status_code not in (200, 204):
            logger.error(
                "Failed to save extraction: %s %s", resp.status_code, resp.text
            )
    except Exception as e:
        logger.error("Error saving extraction: %s", e)


def update_processing_status(vendor_proposal_id: str, status: str):
    if not vendor_proposal_id:
        return
    try:
        httpx.put(
            f"{API_BASE_URL}/api/vendor-proposals/{vendor_proposal_id}/status",
            json={"processingStatus": status},
            headers=_api_headers(),
            timeout=10,
        )
    except Exception as e:
        logger.error("Error updating status: %s", e)


def _api_headers() -> dict:
    headers = {"Content-Type": "application/json"}
    api_key = _get_api_key()
    if api_key:
        headers["X-Internal-Api-Key"] = api_key
    return headers