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ObsiGate/backend/tools/spreadsheets.py
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feat: completude de l'editeur Excel - mise en forme, sortie, concurrence, cache, outils IA #156
L'editeur lisait les styles mais ne les ecrivait pas, exportait la feuille
entiere et laissait le dernier-ecrivain gagner entre processus.

- A8 : bouton Mise en forme (gras/italique/souligne, alignements, couleurs via
  selecteur natif, formats de nombre, fusion, volets figes, largeur/hauteur) et
  nouvelle route PUT .../xlsx/style (verrou, backup, swap atomique, garde de
  perte, If-Match) ; A9 : decision "pas de moteur de formule" annoncee dans
  l'UI ; A10 : undo/redo unifie, piles par fichier conservees au re-rendu
- A11 : export de la selection + Markdown/HTML/impression et recherche sur
  toutes les feuilles ; A12 : concurrence optimiste (If-Match -> 409 reparable,
  retry qui relit) ; A13 : cache des metadonnees par (chemin, mtime, taille)
- A14 : outils IA .xlsm/.csv + search_workbook, analyze_range,
  edit_xlsx_structure
- tests : test_xlsx_styles.py (17), test_spreadsheet_tools.py (34),
  TestOptimisticConcurrency/TestMetaCache, JSDOM xlsx-viewer 107/107
2026-09-30 07:04:47 -04:00

574 lines
20 KiB
Python

"""Spreadsheet tools (#153 A6, #156 A14) — read and mutate existing workbooks.
Complements :mod:`backend.tools.documents` (``create_xlsx`` creates a *new*
file; here the assistant can read and edit one that already exists). The same
three formats the viewer edits are supported — ``.xlsx``, ``.xlsm`` and
``.csv`` (#156-A14 used to be ``.xlsx`` only, which made a workbook the UI
edits invisible to the assistant):
* ``list_xlsx_sheets`` — READ, sheet names + dimensions;
* ``xlsx_to_markdown`` — READ, bounded markdown table for the LLM context;
* ``search_workbook`` — READ, find text across every sheet (#156-A14);
* ``analyze_range`` — READ, aggregate stats over an A1 range (#156-A14);
* ``update_xlsx_cells`` — WRITE, batch cell edits (guarded service);
* ``append_xlsx_rows`` — WRITE, append whole rows at the end of a sheet;
* ``edit_xlsx_structure`` — WRITE, structural CRUD (sheets/rows/columns).
Mutation tools go through :func:`backend.services.mutations.edit_xlsx_cells`
(or ``save_csv_cells`` / ``mutate_xlsx_structure``), which already carry the
#153 P0 guards: per-file lock, atomic replace, formula neutralisation
(``allow_formula`` opt-in) and the lossy-write 409. Every write is a WRITE-risk
tool, so the registry keeps asking for an explicit confirmation.
"""
from __future__ import annotations
import logging
import re
from pathlib import Path
from typing import Any
from backend.services.errors import ServiceError
from backend.services.paths import resolve_safe_path
from backend.services.vaults import get_vault_root
from backend.tools.context import ToolContext, ToolError, ToolRisk
from backend.tools.registry import tool
from backend.tools.schemas import (
AnalyzeRangeInput,
AppendXlsxRowsInput,
EditXlsxStructureInput,
ListXlsxSheetsInput,
SearchWorkbookInput,
UpdateXlsxCellsInput,
XlsxToMarkdownInput,
)
logger = logging.getLogger("obsigate.tools.spreadsheets")
# xlsx_to_markdown ceiling: a workbook is a data dump, not prose. The table is
# for the LLM context, so both axes are bounded (same spirit as A5's index cap).
MAX_MD_ROWS = 100
MAX_MD_COLS = 20
MAX_MD_CHARS = 20_000
# #156-A14 — the newer read tools scan more than the markdown table (a search
# or an aggregate must not stop at row 100) but stay bounded all the same:
# a runaway scan would load a whole ledger into the model's context.
MAX_SCAN_ROWS = 5_000
MAX_SCAN_COLS = 100
MAX_SEARCH_RESULTS = 100
MAX_RANGE_CELLS = 10_000
MAX_RANGE_VALUES = 200
# The formats the spreadsheet editor (and now the assistant) can handle.
SPREADSHEET_EXTENSIONS = (".xlsx", ".xlsm", ".csv")
_NUMBER_RE = re.compile(r"^-?\d+(?:[.,]\d+)?$")
def _spreadsheet_path(vault: str, path: str) -> Path:
"""Resolve and validate a vault-relative ``.xlsx``/``.xlsm``/``.csv`` path."""
path = (path or "").strip()
if not path.lower().endswith(SPREADSHEET_EXTENSIONS):
raise ToolError(
"Extension attendue : .xlsx, .xlsm ou .csv", code="invalid_arguments"
)
try:
root = get_vault_root(vault)
except ServiceError as e:
raise ToolError(e.message, code=e.code, details=e.details) from e
return resolve_safe_path(root, path)
def _is_csv(file_path: Path) -> bool:
return file_path.suffix.lower() == ".csv"
def _map_service_error(e: ServiceError) -> ToolError:
return ToolError(e.message, code=e.code, details=e.details)
def _sheet_titles(file_path: Path) -> list[str]:
"""Sheet names of a workbook; a CSV has a single, unnamed “sheet”."""
if _is_csv(file_path):
return [""]
from openpyxl import load_workbook
wb = load_workbook(str(file_path), read_only=True, data_only=True)
try:
return list(wb.sheetnames)
finally:
wb.close()
def _read_grid(
file_path: Path, sheet: str, max_rows: int, max_cols: int
) -> tuple[str, list[list[str]], bool]:
"""Read one sheet (or a CSV) as bounded, formatted, trimmed rows.
Returns ``(title, rows, truncated)``; ``truncated`` is True when real data
sits just beyond the row cap (probed one row further) so the caller can say
so instead of silently dropping it.
"""
from openpyxl import load_workbook
from backend.xlsx_reader import _fmt
if _is_csv(file_path):
import csv as csv_mod
import io as io_mod
from backend.xlsx_reader import sniff_csv_delimiter
stem = file_path.stem
if sheet and sheet != stem:
raise ToolError(f"Feuille introuvable: {sheet}", code="not_found")
raw = file_path.read_text(encoding="utf-8-sig", errors="replace")
reader = csv_mod.reader(io_mod.StringIO(raw), delimiter=sniff_csv_delimiter(raw))
grid: list[list[str]] = []
truncated = False
for i, row in enumerate(reader):
if i >= max_rows:
truncated = any(str(c).strip() for c in row)
break
grid.append([str(c) for c in row][:max_cols])
while grid and not any(c.strip() for c in grid[-1]):
grid.pop()
return stem, grid, truncated
try:
wb = load_workbook(str(file_path), read_only=True, data_only=True)
except ServiceError as e:
raise _map_service_error(e) from e
except Exception as e:
raise ToolError(f"Classeur illisible: {e}", code="invalid") from e
try:
if sheet:
if sheet not in wb.sheetnames:
raise ToolError(f"Feuille introuvable: {sheet}", code="not_found")
ws = wb[sheet]
else:
ws = wb.active
title = ws.title
grid = []
for row in ws.iter_rows(
min_row=1, max_row=max_rows, max_col=max_cols, values_only=True
):
grid.append([_fmt(v) for v in row])
probe = list(
ws.iter_rows(
min_row=max_rows + 1,
max_row=max_rows + 1,
max_col=max_cols,
values_only=True,
)
)
truncated = any(any(str(v or "").strip() for v in r) for r in probe)
finally:
wb.close()
while grid and not any(c.strip() for c in grid[-1]):
grid.pop()
return title, grid, truncated
def _to_number(text: str) -> float | None:
"""Coerce a displayed cell to a float, or ``None`` when it is not one."""
t = text.strip().replace("\u00a0", "").replace(" ", "")
if not _NUMBER_RE.match(t):
return None
try:
return float(t.replace(",", "."))
except ValueError: # pragma: no cover - regex already guarantees the shape
return None
@tool(
name="list_xlsx_sheets",
description=(
"List the sheets of a spreadsheet (.xlsx, .xlsm or .csv) with their "
"dimensions (rows x columns) and whether the display caps truncate "
"them. Use before editing to pick the right sheet name."
),
input_model=ListXlsxSheetsInput,
risk=ToolRisk.READ,
requires_vault=True,
)
def list_xlsx_sheets(ctx: ToolContext, params: ListXlsxSheetsInput) -> dict[str, Any]:
"""Return sheet names and extents of the workbook (or of the CSV)."""
from backend.xlsx_reader import MAX_COLS, MAX_ROWS
file_path = _spreadsheet_path(params.vault, params.path)
if not file_path.exists() or not file_path.is_file():
raise ToolError(f"Fichier introuvable: {params.path}", code="not_found")
extents: list[tuple[str, int, int]] = []
if _is_csv(file_path):
_, rows, _ = _read_grid(file_path, "", MAX_SCAN_ROWS, MAX_SCAN_COLS)
extents.append(
(
file_path.stem,
len(rows),
max((len(r) for r in rows), default=0),
)
)
else:
# Declared dimensions are enough here (and far cheaper than scanning
# every row): the caller just needs a size to decide what to read.
from openpyxl import load_workbook
from backend.xlsx_reader import _sheet_extent
try:
wb = load_workbook(str(file_path), read_only=True, data_only=True)
except ServiceError as e:
raise _map_service_error(e) from e
except Exception as e:
raise ToolError(f"Classeur illisible: {e}", code="invalid") from e
try:
extents = [
(ws.title, *_sheet_extent(ws)) for ws in wb.worksheets
]
finally:
wb.close()
sheets = [
{
"name": name,
"total_rows": total_rows,
"total_cols": total_cols,
"truncated": total_rows > MAX_ROWS or total_cols > MAX_COLS,
}
for name, total_rows, total_cols in extents
]
return {"vault": params.vault, "path": params.path, "sheets": sheets}
@tool(
name="xlsx_to_markdown",
description=(
"Read a sheet of a spreadsheet (.xlsx, .xlsm or .csv) as a bounded "
"markdown table (up to 100 rows x 20 columns). Use to inspect "
"spreadsheet data before answering or editing."
),
input_model=XlsxToMarkdownInput,
risk=ToolRisk.READ,
requires_vault=True,
)
def xlsx_to_markdown(ctx: ToolContext, params: XlsxToMarkdownInput) -> dict[str, Any]:
"""Render one sheet as a markdown table for the LLM context."""
file_path = _spreadsheet_path(params.vault, params.path)
title, rows, truncated = _read_grid(file_path, params.sheet, MAX_MD_ROWS, MAX_MD_COLS)
lines: list[str] = []
if rows:
header = rows[0]
lines.append("| " + " | ".join(header) + " |")
lines.append("|" + "|".join("---" for _ in header) + "|")
for row in rows[1:]:
lines.append("| " + " | ".join(row) + " |")
table = "\n".join(lines)[:MAX_MD_CHARS]
return {
"vault": params.vault,
"path": params.path,
"sheet": title,
"rows": len(rows),
"cols": max((len(r) for r in rows), default=0),
"truncated": truncated,
"markdown": table,
}
@tool(
name="search_workbook",
description=(
"Search a text across every sheet of a spreadsheet (.xlsx, .xlsm or "
".csv) and return the matching cells with their sheet and A1 "
"reference (max 100 matches). Use it to find where a value lives "
"without dumping whole sheets into the context."
),
input_model=SearchWorkbookInput,
risk=ToolRisk.READ,
requires_vault=True,
)
def search_workbook(ctx: ToolContext, params: SearchWorkbookInput) -> dict[str, Any]:
"""Find a needle across all sheets, bounded and counted per sheet."""
from openpyxl.utils import get_column_letter
file_path = _spreadsheet_path(params.vault, params.path)
needle = (params.query or "").strip()
if not needle:
raise ToolError("Requête vide", code="invalid_arguments")
titles = _sheet_titles(file_path)
if params.sheet:
if params.sheet not in titles:
raise ToolError(f"Feuille introuvable: {params.sheet}", code="not_found")
titles = [params.sheet]
hay = needle if params.case_sensitive else needle.lower()
matches: list[dict[str, Any]] = []
by_sheet: dict[str, int] = {}
total = 0
for title in titles:
sheet_title, rows, _ = _read_grid(
file_path, title, MAX_SCAN_ROWS, MAX_SCAN_COLS
)
label = sheet_title or file_path.stem
for r_i, row in enumerate(rows, start=1):
for c_i, value in enumerate(row, start=1):
if not value:
continue
haystack = value if params.case_sensitive else value.lower()
if hay not in haystack:
continue
total += 1
by_sheet[label] = by_sheet.get(label, 0) + 1
if len(matches) < MAX_SEARCH_RESULTS:
matches.append(
{
"sheet": label,
"cell": f"{get_column_letter(c_i)}{r_i}",
"value": value,
}
)
return {
"vault": params.vault,
"path": params.path,
"query": needle,
"total": total,
"truncated": total > MAX_SEARCH_RESULTS,
"by_sheet": by_sheet,
"matches": matches,
}
@tool(
name="analyze_range",
description=(
"Aggregate an A1 range of a sheet (.xlsx, .xlsm or .csv): count, sum, "
"mean, min and max of the numeric cells, plus a bounded sample of the "
"values. Use it to answer a question about a column without reading "
"the whole sheet."
),
input_model=AnalyzeRangeInput,
risk=ToolRisk.READ,
requires_vault=True,
)
def analyze_range(ctx: ToolContext, params: AnalyzeRangeInput) -> dict[str, Any]:
"""Numeric aggregates + value sample over an A1 range of the sheet."""
from openpyxl.utils.cell import range_boundaries
file_path = _spreadsheet_path(params.vault, params.path)
title, rows, _ = _read_grid(file_path, params.sheet, MAX_SCAN_ROWS, MAX_SCAN_COLS)
label = (params.range or "").strip()
if label:
try:
min_col, min_row, max_col, max_row = range_boundaries(label.upper())
except Exception as e:
raise ToolError(f"Plage invalide: {label}", code="invalid_arguments") from e
if (max_row - min_row + 1) * (max_col - min_col + 1) > MAX_RANGE_CELLS:
raise ToolError(
f"Plage trop grande (max {MAX_RANGE_CELLS} cellules)",
code="invalid_arguments",
)
selected = [row[min_col - 1 : max_col] for row in rows[min_row - 1 : max_row]]
else:
selected = rows
values = [v for row in selected for v in row if isinstance(v, str) and v.strip()]
numbers = [n for n in (_to_number(v) for v in values) if n is not None]
stats: dict[str, Any] = {"count": len(numbers)}
if numbers:
stats.update(
{
"sum": round(sum(numbers), 6),
"mean": round(sum(numbers) / len(numbers), 6),
"min": min(numbers),
"max": max(numbers),
}
)
return {
"vault": params.vault,
"path": params.path,
"sheet": title,
"range": params.range or "",
"rows": len(selected),
"cols": max((len(r) for r in selected), default=0),
"cells": len(values),
"numeric": stats,
"values": values[:MAX_RANGE_VALUES],
"truncated": len(values) > MAX_RANGE_VALUES,
}
@tool(
name="update_xlsx_cells",
description=(
"Edit cells of an existing spreadsheet (.xlsx, .xlsm or .csv). "
"``cells`` maps A1 references to new values (max 500). A value "
"starting with '=' or '@' is stored as TEXT unless allow_formula is "
"set (DDE guard). Editing a workbook carrying features openpyxl "
"cannot rewrite requires force=true (cached formula results, "
"slicers…). A .csv has no sheet: any ``sheet`` value is ignored."
),
input_model=UpdateXlsxCellsInput,
risk=ToolRisk.WRITE,
requires_vault=True,
)
def update_xlsx_cells(ctx: ToolContext, params: UpdateXlsxCellsInput) -> dict[str, Any]:
"""Wrap the guarded cell-edit service (``.xlsx``/``.xlsm`` or ``.csv``)."""
from backend.services.mutations import edit_xlsx_cells, save_csv_cells
file_path = _spreadsheet_path(params.vault, params.path)
if not params.cells:
raise ToolError("Aucune cellule fournie", code="invalid_arguments")
if not _is_csv(file_path) and not params.sheet:
raise ToolError("Feuille requise pour un classeur", code="invalid_arguments")
try:
if _is_csv(file_path):
result = save_csv_cells(params.vault, params.path, dict(params.cells))
else:
result = edit_xlsx_cells(
params.vault,
params.path,
params.sheet,
dict(params.cells),
allow_formula=params.allow_formula,
force=params.force,
)
except ServiceError as e:
raise _map_service_error(e) from e
return {
"status": "ok",
"vault": result["vault"],
"path": result["path"],
"sheet": params.sheet,
"cells": len(params.cells),
}
@tool(
name="append_xlsx_rows",
description=(
"Append rows at the end of a sheet of an existing spreadsheet "
"(.xlsx or .xlsm). Values are typed like in the viewer (numbers, "
"TRUE/FALSE, FR dates JJ/MM/AAAA). The workbook is rewritten "
"atomically with a backup. Not available for .csv."
),
input_model=AppendXlsxRowsInput,
risk=ToolRisk.WRITE,
requires_vault=True,
)
def append_xlsx_rows(ctx: ToolContext, params: AppendXlsxRowsInput) -> dict[str, Any]:
"""Append whole rows below the last used row of the sheet."""
from openpyxl import load_workbook
from openpyxl.utils import get_column_letter
from backend.services.mutations import _coerce_xlsx_value, edit_xlsx_cells
if not params.rows:
raise ToolError("Aucune ligne fournie", code="invalid_arguments")
if len(params.rows) > 500:
raise ToolError("Trop de lignes (max 500)", code="invalid_arguments")
file_path = _spreadsheet_path(params.vault, params.path)
if _is_csv(file_path):
raise ToolError(
"Un .csv n'a pas de notion de fin de feuille : utilisez "
"update_xlsx_cells avec des références A1",
code="invalid_arguments",
)
try:
wb = load_workbook(str(file_path), read_only=True, data_only=True)
try:
if params.sheet not in wb.sheetnames:
raise ToolError(
f"Feuille introuvable: {params.sheet}", code="not_found"
)
ws = wb[params.sheet]
first_free = (ws.max_row or 0) + 1
finally:
wb.close()
except ServiceError as e:
raise _map_service_error(e) from e
except ToolError:
raise
except Exception as e:
raise ToolError(f"Classeur illisible: {e}", code="invalid") from e
cells: dict[str, Any] = {}
for i, row in enumerate(params.rows):
for j, value in enumerate(row):
if value is None or (isinstance(value, str) and not value.strip()):
continue
ref = f"{get_column_letter(j + 1)}{first_free + i}"
cells[ref] = _coerce_xlsx_value(value)
if not cells:
raise ToolError("Aucune valeur fournie", code="invalid_arguments")
try:
result = edit_xlsx_cells(
params.vault,
params.path,
params.sheet,
cells,
allow_formula=params.allow_formula,
force=params.force,
)
except ServiceError as e:
raise _map_service_error(e) from e
return {
"status": "ok",
"vault": result["vault"],
"path": result["path"],
"sheet": params.sheet,
"rows": len(params.rows),
"first_row": first_free,
}
@tool(
name="edit_xlsx_structure",
description=(
"Change the structure of an existing .xlsx/.xlsm workbook: add, "
"rename, duplicate or delete a sheet, or insert/delete rows and "
"columns. ``actions`` is an ordered list of "
'{"op": "sheet_add"|"sheet_rename"|"sheet_duplicate"|"sheet_delete"|'
'"row_insert"|"row_delete"|"col_insert"|"col_delete", …} '
"(1 to 50). Deletions drop data and cannot be undone from the "
"assistant — confirm with the user first."
),
input_model=EditXlsxStructureInput,
risk=ToolRisk.WRITE,
requires_vault=True,
)
def edit_xlsx_structure(
ctx: ToolContext, params: EditXlsxStructureInput
) -> dict[str, Any]:
"""Apply a batch of structural changes through the guarded service."""
from backend.services.mutations import mutate_xlsx_structure
if not params.actions:
raise ToolError("Aucune action fournie", code="invalid_arguments")
if len(params.actions) > 50:
raise ToolError("Trop d'actions (max 50)", code="invalid_arguments")
if str(params.path or "").lower().endswith(".csv"):
raise ToolError(
"Un .csv n'a pas de structure modifiable", code="invalid_arguments"
)
try:
result = mutate_xlsx_structure(
params.vault, params.path, [dict(a) for a in params.actions], force=params.force
)
except ServiceError as e:
raise _map_service_error(e) from e
return {
"status": "ok",
"vault": result["vault"],
"path": result["path"],
"actions": len(params.actions),
}