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OCR/SESSION_HANDOFF.md

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Session Handoff & Context

Date Saved: June 7, 2026 Conversation ID: 43f3aa27-9124-446e-9713-4e31e083b4f5

Project: Template Mapping Engine (OCR)

A system designed to extract document layouts via OCR and allow users to map specific bounding box regions to template fields using a drag-and-drop UI. Future documents from the same vendor are automatically recognized and mapped using a heuristic template engine.

What Has Been Completed So Far

1. Backend Startup & Dependency Fixes:

  • Auto-Bootstrapping: Updated run_docengine.sh and run_backend.sh to automatically set up virtual environments and install missing dependencies if key modules (uvicorn, numpy, etc.) are missing.
  • Python 3.13 Compatibility: Upgraded paddlepaddle in docengine/requirements.txt to >=3.0.0 to support Python 3.13 on macOS ARM64. Added missing dependencies (numpy, opencv-python-headless, pdf2image) to backend/requirements.txt.
  • CORS Config Fix: Corrected a missing double-quote in CORS_ORIGINS in both .env and .env.example in docengine/.

2. Backend Code Integrity & Framework Alignment:

  • SQLAlchemy 2.0 / Imperative Mapping Fix: Updated user_roles_table in docengine/app/models/user.py to use SQLAlchemy Column objects instead of mapped_column, preventing a database initialization crash.
  • Structlog Parameter Fix: Replaced the event keyword argument with phase in docengine/app/events/handlers.py to prevent a duplicate parameter TypeError from the structlog library.
  • Optional Development Auth Bypass: Modified get_current_user in docengine/app/core/dependencies.py to automatically fallback to the first database user (or a fake dev admin model) when no authorization token is supplied and APP_ENV is set to "development". This prevents 401 Unauthorized errors when testing endpoints locally.

3. Frontend Angular Implementation:

  • API Endpoint Alignments: Removed the duplicate /api prefix from endpoints in TemplateService.ts (e.g. changing ${this.apiUrl}/api/documents/upload to ${this.apiUrl}/documents/upload). This resolves the 404 Not Found error by aligning with the backend prefix /api/v1/documents/upload.

Where to Pick Up Next

  1. Initialize Database Tables:
    • The database currently lacks the necessary schema tables (evidenced by the error: relation "admin.users" does not exist).
    • Run the setup command to build the tables and apply migrations:
      ./run_docengine.sh setup
      
  2. Retest Upload Flow:
    • Once database tables exist, perform a document upload from the Angular frontend to visually verify the OCR bounding boxes and layout mapper.
  3. Verify Heuristic Template Recognition:
    • Test the template matching and layout coordinate storage workflows.

How to Resume with AI Assistant

To resume this session in a new chat, you can tell the AI: "Please read SESSION_HANDOFF.md in the root of the OCR project to get context on the Template Engine we were building and the startup fixes, and let's continue."