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89 lines
3.3 KiB
Ruby
89 lines
3.3 KiB
Ruby
class ProcessPdfJob < ApplicationJob
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queue_as :medium_priority
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def perform(pdf_import)
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return unless pdf_import.is_a?(PdfImport)
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return unless pdf_import.pdf_uploaded?
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return if pdf_import.status == "complete"
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return if pdf_import.ai_processed? && (!pdf_import.statement_with_transactions? || pdf_import.rows_count > 0)
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pdf_import.update!(status: :importing)
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begin
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process_result = pdf_import.process_with_ai
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document_type = resolve_document_type(pdf_import, process_result)
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upload_to_vector_store(pdf_import, document_type: document_type)
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# For statements with transactions (bank/credit card), extract and generate import rows
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if statement_with_transactions?(document_type)
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Rails.logger.info("ProcessPdfJob: Extracting transactions for #{document_type} import #{pdf_import.id}")
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pdf_import.extract_transactions
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Rails.logger.info("ProcessPdfJob: Extracted #{pdf_import.extracted_transactions.size} transactions")
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pdf_import.generate_rows_from_extracted_data
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pdf_import.sync_mappings
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Rails.logger.info("ProcessPdfJob: Generated #{pdf_import.rows_count} import rows")
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end
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# Find the user who created this import (first admin or any user in the family)
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user = pdf_import.family.users.find_by(role: :admin) || pdf_import.family.users.first
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if user
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pdf_import.send_next_steps_email(user)
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end
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# Statements with extracted rows go to pending for user review/publish
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# Other document types are marked complete (no further action needed)
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final_status = statement_with_transactions?(document_type) && pdf_import.rows_count > 0 ? :pending : :complete
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pdf_import.update!(status: final_status)
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rescue StandardError => e
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sanitized_error = sanitize_error_message(e)
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Rails.logger.error("PDF processing failed for import #{pdf_import.id}: #{e.class.name} - #{sanitized_error}")
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begin
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pdf_import.update!(status: :failed, error: sanitized_error)
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rescue StandardError => update_error
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Rails.logger.error("Failed to update import status: #{update_error.message}")
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end
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raise
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end
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end
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private
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def sanitize_error_message(error)
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case error
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when RuntimeError, ArgumentError
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I18n.t("imports.pdf_import.processing_failed_with_message",
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message: error.message.truncate(500))
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else
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I18n.t("imports.pdf_import.processing_failed_generic",
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error: error.class.name.demodulize)
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end
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end
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def upload_to_vector_store(pdf_import, document_type:)
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filename = pdf_import.pdf_file.filename.to_s
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file_content = pdf_import.pdf_file_content
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family_document = pdf_import.family.upload_document(
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file_content: file_content,
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filename: filename,
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metadata: { "type" => document_type }
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)
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return if family_document
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Rails.logger.warn("ProcessPdfJob: Vector store upload failed for import #{pdf_import.id}")
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end
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def resolve_document_type(pdf_import, process_result)
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return process_result.document_type if process_result.respond_to?(:document_type) && process_result.document_type.present?
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pdf_import.reload.document_type
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end
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def statement_with_transactions?(document_type)
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document_type.in?(%w[bank_statement credit_card_statement])
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end
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end
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