Skip to content

Commit

Permalink
New Trello document loader (langchain-ai#4767)
Browse files Browse the repository at this point in the history
# Added New Trello loader class and documentation

Simple Loader on top of py-trello wrapper. 
With a board name you can pull cards and to do some field parameter
tweaks on load operation.
I included documentation and examples.
Included unit test cases using patch and a fixture for py-trello client
class.

---------

Co-authored-by: Dev 2049 <dev.dev2049@gmail.com>
  • Loading branch information
2 people authored and Undertone0809 committed Jun 19, 2023
1 parent 9745d58 commit 6a942dd
Show file tree
Hide file tree
Showing 6 changed files with 716 additions and 2 deletions.
184 changes: 184 additions & 0 deletions docs/modules/indexes/document_loaders/examples/trello.ipynb
Original file line number Diff line number Diff line change
@@ -0,0 +1,184 @@
{
"cells": [
{
"cell_type": "markdown",
"metadata": {},
"source": [
"# Trello\n",
"\n",
">[Trello](https://www.atlassian.com/software/trello) is a web-based project management and collaboration tool that allows individuals and teams to organize and track their tasks and projects. It provides a visual interface known as a \"board\" where users can create lists and cards to represent their tasks and activities.\n",
"\n",
"The TrelloLoader allows you to load cards from a Trello board and is implemented on top of [py-trello](https://pypi.org/project/py-trello/)\n",
"\n",
"This currently supports `api_key/token` only.\n",
"\n",
"1. Credentials generation: https://trello.com/power-ups/admin/\n",
"\n",
"2. Click in the manual token generation link to get the token.\n",
"\n",
"To specify the API key and token you can either set the environment variables ``TRELLO_API_KEY`` and ``TRELLO_TOKEN`` or you can pass ``api_key`` and ``token`` directly into the `from_credentials` convenience constructor method.\n",
"\n",
"This loader allows you to provide the board name to pull in the corresponding cards into Document objects.\n",
"\n",
"Notice that the board \"name\" is also called \"title\" in oficial documentation:\n",
"\n",
"https://support.atlassian.com/trello/docs/changing-a-boards-title-and-description/\n",
"\n",
"You can also specify several load parameters to include / remove different fields both from the document page_content properties and metadata.\n",
"\n",
"## Features\n",
"- Load cards from a Trello board.\n",
"- Filter cards based on their status (open or closed).\n",
"- Include card names, comments, and checklists in the loaded documents.\n",
"- Customize the additional metadata fields to include in the document.\n",
"\n",
"By default all card fields are included for the full text page_content and metadata accordinly.\n",
"\n"
]
},
{
"cell_type": "code",
"execution_count": 1,
"metadata": {
"tags": []
},
"outputs": [],
"source": [
"#!pip install py-trello beautifulsoup4"
]
},
{
"cell_type": "code",
"execution_count": 11,
"metadata": {},
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"········\n",
"········\n"
]
}
],
"source": [
"# If you have already set the API key and token using environment variables,\n",
"# you can skip this cell and comment out the `api_key` and `token` named arguments\n",
"# in the initialization steps below.\n",
"from getpass import getpass\n",
"\n",
"API_KEY = getpass()\n",
"TOKEN = getpass()"
]
},
{
"cell_type": "code",
"execution_count": 6,
"metadata": {},
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"Review Tech partner pages\n",
"Comments:\n",
"{'title': 'Review Tech partner pages', 'id': '6475357890dc8d17f73f2dcc', 'url': 'https://trello.com/c/b0OTZwkZ/1-review-tech-partner-pages', 'labels': ['Demand Marketing'], 'list': 'Done', 'closed': False, 'due_date': ''}\n"
]
}
],
"source": [
"from langchain.document_loaders import TrelloLoader\n",
"\n",
"# Get the open cards from \"Awesome Board\"\n",
"loader = TrelloLoader.from_credentials(\n",
" \"Awesome Board\",\n",
" api_key=API_KEY,\n",
" token=TOKEN,\n",
" card_filter=\"open\",\n",
" )\n",
"documents = loader.load()\n",
"\n",
"print(documents[0].page_content)\n",
"print(documents[0].metadata)"
]
},
{
"cell_type": "code",
"execution_count": 8,
"metadata": {},
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"Review Tech partner pages\n",
"Comments:\n",
"{'title': 'Review Tech partner pages', 'id': '6475357890dc8d17f73f2dcc', 'url': 'https://trello.com/c/b0OTZwkZ/1-review-tech-partner-pages', 'list': 'Done'}\n"
]
}
],
"source": [
"# Get all the cards from \"Awesome Board\" but only include the\n",
"# card list(column) as extra metadata.\n",
"loader = TrelloLoader.from_credentials(\n",
" \"Awesome Board\",\n",
" api_key=API_KEY,\n",
" token=TOKEN,\n",
" extra_metadata=(\"list\"),\n",
")\n",
"documents = loader.load()\n",
"\n",
"print(documents[0].page_content)\n",
"print(documents[0].metadata)"
]
},
{
"cell_type": "code",
"execution_count": null,
"metadata": {},
"outputs": [],
"source": [
"# Get the cards from \"Another Board\" and exclude the card name,\n",
"# checklist and comments from the Document page_content text.\n",
"loader = TrelloLoader.from_credentials(\n",
" \"test\",\n",
" api_key=API_KEY,\n",
" token=TOKEN,\n",
" include_card_name= False,\n",
" include_checklist= False,\n",
" include_comments= False,\n",
")\n",
"documents = loader.load()\n",
"\n",
"print(\"Document: \" + documents[0].page_content)\n",
"print(documents[0].metadata)"
]
}
],
"metadata": {
"kernelspec": {
"display_name": "Python 3 (ipykernel)",
"language": "python",
"name": "python3"
},
"language_info": {
"codemirror_mode": {
"name": "ipython",
"version": 3
},
"file_extension": ".py",
"mimetype": "text/x-python",
"name": "python",
"nbconvert_exporter": "python",
"pygments_lexer": "ipython3",
"version": "3.11.3"
},
"vscode": {
"interpreter": {
"hash": "cc99336516f23363341912c6723b01ace86f02e26b4290be1efc0677e2e2ec24"
}
}
},
"nbformat": 4,
"nbformat_minor": 4
}
2 changes: 2 additions & 0 deletions langchain/document_loaders/__init__.py
Original file line number Diff line number Diff line change
Expand Up @@ -92,6 +92,7 @@
from langchain.document_loaders.text import TextLoader
from langchain.document_loaders.tomarkdown import ToMarkdownLoader
from langchain.document_loaders.toml import TomlLoader
from langchain.document_loaders.trello import TrelloLoader
from langchain.document_loaders.twitter import TwitterTweetLoader
from langchain.document_loaders.unstructured import (
UnstructuredAPIFileIOLoader,
Expand Down Expand Up @@ -201,6 +202,7 @@
"StripeLoader",
"TextLoader",
"TomlLoader",
"TrelloLoader",
"TwitterTweetLoader",
"UnstructuredAPIFileIOLoader",
"UnstructuredAPIFileLoader",
Expand Down
168 changes: 168 additions & 0 deletions langchain/document_loaders/trello.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,168 @@
"""Loader that loads cards from Trello"""
from __future__ import annotations

from typing import TYPE_CHECKING, Any, List, Literal, Optional, Tuple

from langchain.docstore.document import Document
from langchain.document_loaders.base import BaseLoader
from langchain.utils import get_from_env

if TYPE_CHECKING:
from trello import Board, Card, TrelloClient


class TrelloLoader(BaseLoader):
"""Trello loader. Reads all cards from a Trello board."""

def __init__(
self,
client: TrelloClient,
board_name: str,
*,
include_card_name: bool = True,
include_comments: bool = True,
include_checklist: bool = True,
card_filter: Literal["closed", "open", "all"] = "all",
extra_metadata: Tuple[str, ...] = ("due_date", "labels", "list", "closed"),
):
"""Initialize Trello loader.
Args:
client: Trello API client.
board_name: The name of the Trello board.
include_card_name: Whether to include the name of the card in the document.
include_comments: Whether to include the comments on the card in the
document.
include_checklist: Whether to include the checklist on the card in the
document.
card_filter: Filter on card status. Valid values are "closed", "open",
"all".
extra_metadata: List of additional metadata fields to include as document
metadata.Valid values are "due_date", "labels", "list", "closed".
"""
self.client = client
self.board_name = board_name
self.include_card_name = include_card_name
self.include_comments = include_comments
self.include_checklist = include_checklist
self.extra_metadata = extra_metadata
self.card_filter = card_filter

@classmethod
def from_credentials(
cls,
board_name: str,
*,
api_key: Optional[str] = None,
token: Optional[str] = None,
**kwargs: Any,
) -> TrelloLoader:
"""Convenience constructor that builds TrelloClient init param for you.
Args:
board_name: The name of the Trello board.
api_key: Trello API key. Can also be specified as environment variable
TRELLO_API_KEY.
token: Trello token. Can also be specified as environment variable
TRELLO_TOKEN.
include_card_name: Whether to include the name of the card in the document.
include_comments: Whether to include the comments on the card in the
document.
include_checklist: Whether to include the checklist on the card in the
document.
card_filter: Filter on card status. Valid values are "closed", "open",
"all".
extra_metadata: List of additional metadata fields to include as document
metadata.Valid values are "due_date", "labels", "list", "closed".
"""

try:
from trello import TrelloClient # type: ignore
except ImportError as ex:
raise ImportError(
"Could not import trello python package. "
"Please install it with `pip install py-trello`."
) from ex
api_key = api_key or get_from_env("api_key", "TRELLO_API_KEY")
token = token or get_from_env("token", "TRELLO_TOKEN")
client = TrelloClient(api_key=api_key, token=token)
return cls(client, board_name, **kwargs)

def load(self) -> List[Document]:
"""Loads all cards from the specified Trello board.
You can filter the cards, metadata and text included by using the optional
parameters.
Returns:
A list of documents, one for each card in the board.
"""
try:
from bs4 import BeautifulSoup # noqa: F401
except ImportError as ex:
raise ImportError(
"`beautifulsoup4` package not found, please run"
" `pip install beautifulsoup4`"
) from ex

board = self._get_board()
# Create a dictionary with the list IDs as keys and the list names as values
list_dict = {list_item.id: list_item.name for list_item in board.list_lists()}
# Get Cards on the board
cards = board.get_cards(card_filter=self.card_filter)
return [self._card_to_doc(card, list_dict) for card in cards]

def _get_board(self) -> Board:
# Find the first board with a matching name
board = next(
(b for b in self.client.list_boards() if b.name == self.board_name), None
)
if not board:
raise ValueError(f"Board `{self.board_name}` not found.")
return board

def _card_to_doc(self, card: Card, list_dict: dict) -> Document:
from bs4 import BeautifulSoup # type: ignore

text_content = ""
if self.include_card_name:
text_content = card.name + "\n"
if card.description.strip():
text_content += BeautifulSoup(card.description, "lxml").get_text()
if self.include_checklist:
# Get all the checklist items on the card
for checklist in card.checklists:
if checklist.items:
items = [
f"{item['name']}:{item['state']}" for item in checklist.items
]
text_content += f"\n{checklist.name}\n" + "\n".join(items)

if self.include_comments:
# Get all the comments on the card
comments = [
BeautifulSoup(comment["data"]["text"], "lxml").get_text()
for comment in card.comments
]
text_content += "Comments:" + "\n".join(comments)

# Default metadata fields
metadata = {
"title": card.name,
"id": card.id,
"url": card.url,
}

# Extra metadata fields. Card object is not subscriptable.
if "labels" in self.extra_metadata:
metadata["labels"] = [label.name for label in card.labels]
if "list" in self.extra_metadata:
if card.list_id in list_dict:
metadata["list"] = list_dict[card.list_id]
if "closed" in self.extra_metadata:
metadata["closed"] = card.closed
if "due_date" in self.extra_metadata:
metadata["due_date"] = card.due_date

return Document(page_content=text_content, metadata=metadata)
Loading

0 comments on commit 6a942dd

Please sign in to comment.