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Author SHA1 Message Date
codex-bot f8a5551215 Store document image uploads in SQLite 2026-11-04 17:04:20 +08:00
Zayden-Jung 45edbeae1f Merge pull request '收尾 AI 公司公开来源核对,补入遗漏批次并明确收入与身份缺项' (#47) from codex/ai-research-closeout into main
Verify and deploy Tabularium / verify-and-deploy (push) Successful in 7m53s
Reviewed-on: #47
2026-10-31 19:46:21 +00:00
codex-bot a9af14ac63 Close finite source review with explicit unresolved identity and income gaps 2026-11-01 03:42:47 +08:00
codex-bot c1f4366379 Classify consumer learning and health products with preorder and revenue-scope exclusions 2026-11-01 03:32:56 +08:00
Zayden-Jung c0d6b4a8e1 Merge pull request '分类九家 AI 公司,区分金融工作流、机器人、评估与模型训练的交付和计费' (#46) from codex/ai-research-finance into main
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Reviewed-on: #46
2026-10-31 19:30:40 +00:00
codex-bot db70ef32da Classify robotics and evaluation infrastructure with historical-test and future-pricing limits 2026-11-01 03:24:07 +08:00
codex-bot 55b8fea7a8 Classify financial workflow AI and preserve payment-volume and current-product gaps 2026-11-01 03:18:23 +08:00
Zayden-Jung 701ef632ff Merge pull request '核对 Speedrun 七批与226档案,分类四十家公司并分离签约及非软件收入' (#45) from codex/ai-research-sr-rosters into main
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Reviewed-on: #45
2026-10-31 19:13:52 +00:00
13 changed files with 2617 additions and 173 deletions
+12
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@@ -179,6 +179,18 @@ python3 scripts/documents-client.py save "$api_work_dir/document.json"
客户端只自动重试一次临时网络或 `502/503/504` 错误,保持正文和请求 ID 不变;`409` 等业务错误不会自动覆盖。它不跟随 HTTP 重定向,避免将 Bearer 凭据转发到其他地址。正文和 Key 继续保存在数据库或私有文件中,不因使用 API 而进入 Git。
### 上传正文图片
使用前述 HTTPS 或 SSH 隧道配置以及 `read-write` 文档 API Key:
```sh
python3 scripts/documents-client.py upload-image ./diagram.png
```
客户端向 `POST /api/documents/images` 发送原始图片字节,`Content-Type` 为 `image/png`、`image/jpeg` 或 `image/webp`。服务端接受最大 8 MiB、2500 万像素的静态图,转换为最大 2000 × 4000 像素、2 MiB 的 WebP,并按处理后内容去重。
把响应中的 `url` 放入 Markdown,例如 `![渲染流程图](/api/documents/images/<id>)`,然后通过章节 API 保存正文。登录读者和文档 API Key 均可读取图片。图片存入现有持久化 SQLite,同步纳入整库备份。仅导出正文的 `docs export` 保留图片引用,迁移时需使用包含图片的整库备份。
## 研究数据与检查
研究工作台提供公司筛选、经营指标、原始证据、收费与交付模式、技术材料及核查记录。它区分公司披露、支付平台指标、第三方估算、融资和客户收益;未知收入不填零,材料可访问也不代表性能或商业效果已经验证。研究范围、样本限制和个案结论以工作台记录为准。
+2 -2
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@@ -20,7 +20,8 @@
"react": "19.3.1",
"react-dom": "19.3.1",
"react-markdown": "10.1.0",
"remark-gfm": "4.0.1"
"remark-gfm": "4.0.1",
"sharp": "0.35.5"
},
"devDependencies": {
"@tailwindcss/postcss": "4.3.3",
@@ -33,7 +34,6 @@
"eslint": "^9.39.5",
"eslint-config-next": "16.4.3",
"postcss": "8.5.31",
"sharp": "0.35.5",
"tailwindcss": "4.3.3",
"typescript": "~5.9.3"
}
+3 -3
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@@ -182,10 +182,10 @@ async function main() {
assert.equal(researchResponse.status, 200, "authenticated research API");
assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
const research = await researchResponse.json();
assert.equal(research.companies.length, 1293);
assert.equal(research.companies.length, 1312);
assert.equal(research.categories.length, 11);
assert.equal(research.evidence.length, 5270);
assert.equal(research.observations.length, 493);
assert.equal(research.evidence.length, 5354);
assert.equal(research.observations.length, 495);
assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
assert.equal(researchPage.status, 200);
+39
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@@ -0,0 +1,39 @@
import { createHash } from "node:crypto";
import { openSiteDatabase } from "./site-database";
function openImages() {
const db = openSiteDatabase();
try {
db.exec(`CREATE TABLE IF NOT EXISTS document_images (
id TEXT PRIMARY KEY,
bytes BLOB NOT NULL
)`);
return db;
} catch (error) {
db.close();
throw error;
}
}
export function saveDocumentImage(bytes: Buffer) {
const id = createHash("sha256").update(bytes).digest("hex");
const db = openImages();
try {
db.prepare("INSERT INTO document_images (id, bytes) VALUES (?, ?) ON CONFLICT(id) DO NOTHING").run(id, bytes);
return id;
} finally {
db.close();
}
}
export function readDocumentImage(id: string) {
const db = openImages();
try {
const row = db.prepare("SELECT bytes FROM document_images WHERE id = ?").get(id) as
| { bytes: Uint8Array }
| undefined;
return row ? Buffer.from(row.bytes) : undefined;
} finally {
db.close();
}
}
@@ -0,0 +1,24 @@
import type { NextApiRequest, NextApiResponse } from "next";
import { documentApiError } from "@/lib/documents-api";
import { readDocumentImage } from "@/lib/document-images";
// The site proxy accepts a logged-in reader or a document API key on this route.
export default function handler(request: NextApiRequest, response: NextApiResponse) {
try {
response.setHeader("Cache-Control", "private, no-store");
response.setHeader("X-Content-Type-Options", "nosniff");
if (request.method !== "GET" && request.method !== "HEAD") {
response.setHeader("Allow", "GET, HEAD");
return response.status(405).end();
}
const id = request.query.id;
if (typeof id !== "string" || !/^[a-f0-9]{64}$/.test(id)) return response.status(404).end();
const bytes = readDocumentImage(id);
if (!bytes) return response.status(404).end();
response.setHeader("Content-Type", "image/webp");
response.setHeader("Content-Length", bytes.length);
return request.method === "HEAD" ? response.status(200).end() : response.status(200).send(bytes);
} catch (error) {
return documentApiError(response, error);
}
}
@@ -0,0 +1,64 @@
import type { NextApiRequest, NextApiResponse } from "next";
import sharp from "sharp";
import { authorizeDocuments, documentApiError } from "@/lib/documents-api";
import { saveDocumentImage } from "@/lib/document-images";
const maxUploadBytes = 8 * 1024 * 1024;
const maxStoredBytes = 2 * 1024 * 1024;
const imageTypes = new Set(["image/png", "image/jpeg", "image/webp"]);
const imageFormats = new Set(["png", "jpeg", "webp"]);
export const config = { api: { bodyParser: false } };
export default async function handler(request: NextApiRequest, response: NextApiResponse) {
try {
if (request.method !== "POST") {
response.setHeader("Allow", "POST");
return response.status(405).end();
}
if (!authorizeDocuments(request, response, true)) return;
const type = request.headers["content-type"]?.split(";")[0].trim().toLowerCase();
if (!type || !imageTypes.has(type)) {
return response.status(415).json({ error: "请上传 PNG、JPEG 或 WebP 图片" });
}
if (Number(request.headers["content-length"]) > maxUploadBytes) {
return response.status(413).json({ error: "图片上传上限为 8 MiB" });
}
const chunks: Buffer[] = [];
let length = 0;
for await (const chunk of request.iterator({ destroyOnReturn: false })) {
const bytes = Buffer.isBuffer(chunk) ? chunk : Buffer.from(chunk);
length += bytes.length;
if (length > maxUploadBytes) {
return response.status(413).json({ error: "图片上传上限为 8 MiB" });
}
chunks.push(bytes);
}
let encoded: Buffer;
try {
const input = sharp(Buffer.concat(chunks), { limitInputPixels: 25_000_000 });
const { format, pages } = await input.metadata();
if (!format || !imageFormats.has(format) || type !== `image/${format}` || (pages ?? 1) > 1) {
return response.status(415).json({ error: "图片格式需与声明一致,且只支持静态图片" });
}
encoded = await input.rotate()
.resize({ width: 2000, height: 4000, fit: "inside", withoutEnlargement: true })
.webp({ quality: 85 })
.toBuffer();
} catch {
return response.status(400).json({ error: "无法解码图片,或像素数量超过限制" });
}
if (encoded.length > maxStoredBytes) {
return response.status(413).json({ error: "处理后的图片超过 2 MiB,请缩小后重试" });
}
const id = saveDocumentImage(encoded);
const url = `/api/documents/images/${id}`;
return response.status(200).json({ id, url, contentType: "image/webp", size: encoded.length });
} catch (error) {
return documentApiError(response, error);
}
}
+7 -3
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@@ -23,6 +23,10 @@ import { collectionEntries, collectionLabel } from "@/lib/collections";
import { Icon } from "@/components/Icon";
import { headingsFor } from "@/lib/navigation";
function isZoomableFigure(source: string) {
return source.startsWith("/figures/endor-") || /^\/api\/documents\/images\/[a-f0-9]{64}$/.test(source);
}
type Props = { doc: Doc; docs: DocLink[] };
const AICompanyResearch = dynamic(() => import("@/components/AICompanyResearch"));
export const getServerSideProps: GetServerSideProps<Props> = async ({ params, res, resolvedUrl }) => {
@@ -120,14 +124,14 @@ export default function DocPage({
const slides = node?.children.flatMap((child) =>
child.type === "element" && child.tagName === "img" &&
typeof child.properties.src === "string" &&
child.properties.src.startsWith("/figures/endor-")
isZoomableFigure(child.properties.src)
? [{ source: child.properties.src, alt: String(child.properties.alt ?? "") }]
: [],
) ?? [];
const onlyImages = node?.children.every((child) =>
(child.type === "element" && child.tagName === "img" &&
typeof child.properties.src === "string" &&
child.properties.src.startsWith("/figures/endor-")) ||
isZoomableFigure(child.properties.src)) ||
(child.type === "text" && child.value.trim() === ""),
);
if (slides.length > 1 && onlyImages) return <FigureGallery slides={slides} />;
@@ -141,7 +145,7 @@ export default function DocPage({
);
},
img: ({ src, alt }) =>
typeof src === "string" && src.startsWith("/figures/endor-") ? (
typeof src === "string" && isZoomableFigure(src) ? (
<ArchitectureFigure source={src} alt={alt ?? "Endor 架构图"} />
) : (
// eslint-disable-next-line @next/next/no-img-element
+29 -13
View File
@@ -92,7 +92,8 @@ test("ARR ledger preserves historical estimates without promoting targets, run r
const ids = new Set(rows.map((row) => row.observation.id));
for (const id of ["O064", "O065", "O066", "O069", "O070", "O071", "O046"])
assert.ok(ids.has(id), `${id}: historical claims, estimates and unknown currencies remain visible`);
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE"])
for (const id of ["O050", "O052", "O053", "O055", "SR-O-AI067-runrate", "ROCKET-O-arr", "AQ-O-RUNRATE",
"SRLEARN1-O-CLAIR-D2C", "SRLEARN1-O-CLAIR-B2B"])
assert.ok(!ids.has(id), `${id}: excluded or ambiguous records cannot enter the ARR ledger`);
assert.equal(rows.find((row) => row.observation.id === "O066")?.observation.selection, "historical-estimate");
assert.equal(rows.find((row) => row.observation.id === "O046")?.observation.unit, "原文$,币种待核");
@@ -123,11 +124,11 @@ test("research revisions share the authentication database and preserve replay l
for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
assert.equal(consumeCode(config, "invalid"), "limited");
const initial = readResearchSnapshot();
assert.equal(initial.companies.length, 1293);
assert.equal(initial.evidence.length, 5270);
assert.equal(initial.observations.length, 493);
assert.equal(initial.companies.length, 1312);
assert.equal(initial.evidence.length, 5354);
assert.equal(initial.observations.length, 495);
const businessReviews = initial.reviews.filter((review) => review.type === businessModelReviewType);
assert.equal(businessReviews.length, 18);
assert.equal(businessReviews.length, 26);
assert.deepEqual(businessReviews, seed.reviews.filter((review) => review.type === businessModelReviewType)
.sort((a, b) => a.id.localeCompare(b.id)),
"business model assessments and company/evidence links persist in the shared database");
@@ -169,9 +170,9 @@ test("research validation rejects broken evidence and unsafe source links", () =
test("reviews link explicit companies without turning global or excluded cases into companies", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 282);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 155);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 60);
assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 299);
assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 159);
assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 65);
const review = snapshot.reviews.find((r) => r.id === "R4")!;
assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
assert.deepEqual(reviewCompanyIds(snapshot, snapshot.reviews.find((r) => r.id === "CN-R-PSI")!), []);
@@ -190,11 +191,11 @@ test("reviews link explicit companies without turning global or excluded cases i
test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
const snapshot = seed as ResearchSnapshot;
const summary = categorySummary(snapshot);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1293);
assert.equal(summary.reduce((n, c) => n + c.count, 0), 1312);
assert.equal(summary.reduce((n, c) => n + c.self, 0), 63);
assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1209);
assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1228);
assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -229,7 +230,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
test("technical reviews keep accessible materials separate from tested capabilities", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 284);
assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 303);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 29);
assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -645,10 +646,10 @@ test("public Speedrun cohort rosters preserve the finite boundary without invent
const newlyRegistered = rosters.filter((batch) => !batch.id.startsWith("SR007-")).flatMap((batch) => batch.records);
assert.equal(newlyRegistered.length, 242);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-year").length, 5);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 49);
assert.equal(newlyRegistered.filter((row) => row.status === "linked").length, 68);
assert.equal(newlyRegistered.filter((row) => row.status === "existing-outside-cohort").length, 1);
assert.equal(newlyRegistered.filter((row) => row.status === "outside-cohort").length, 144);
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 43,
assert.equal(newlyRegistered.filter((row) => row.status === "pending-ai").length, 24,
"a known self-reported founding year does not by itself establish the current AI business");
assert.equal(newlyRegistered.filter((row) => row.profileStatus === "readable").length, 232);
assert.ok(newlyRegistered.filter((row) => row.status === "outside-cohort").every((row) =>
@@ -825,6 +826,21 @@ test("enterprise contracts and launch-year conflicts retain their exclusions", (
}
});
test("financial candidates need current AI evidence before they acquire company and income links", () => {
const snapshot = seed as ResearchSnapshot;
const candidates = snapshot.candidateBatches!.flatMap((batch) => batch.records);
for (const id of ["SR006R-C06", "SR006R-C16", "SR005R-C35", "SR006R-C08"]) {
const candidate = candidates.find((row) => row.id === id)!;
assert.equal(candidate.status, "pending-ai");
assert.equal(candidate.companyId, undefined);
assert.ok(candidate.evidenceIds!.some((proof) => proof.startsWith("SRFIN1-")));
}
const financial = snapshot.reviews.find((row) => row.id === "MODEL1-FINANCIAL-OPERATIONS")!;
assert.deepEqual(reviewCompanyIds(snapshot, financial), ["AI202", "AI203", "AI204"]);
assert.ok(!snapshot.observations.some((row) => row.evidence.startsWith("SRFIN1-")),
"bank size, FX processing, artist revenue, demo portfolios and benchmark scores are not vendor income");
});
test("annual launch archives exclude older companies only with evidence and reuse existing records", () => {
const snapshot = structuredClone(seed) as ResearchSnapshot;
const batch = snapshot.candidateBatches!.find((b) => b.id === "PH-2025-visible-1")!;
File diff suppressed because it is too large Load Diff
+5 -5
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@@ -1,5 +1,5 @@
{
"version": "2026-11-01-sr-enterprise-1",
"version": "2026-11-01-source-closeout-1",
"scopeConfirmedAt": "2026-10-30",
"acceptance": "以确认的公开来源清单为边界,逐条核对并标明缺项。",
"provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单;S13—S16单列后续已使用的补充证据渠道,不将使用次数当作全量覆盖。",
@@ -3040,8 +3040,8 @@
"speedrun.a16z.com"
],
"initialAccess": "见具体证据访问记录",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留;226补读档案中138明确旧年、88自报两年:40已补官网关联、43当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读,10复用未本轮重读。七批120关联、1既有超年、145旧年、6品牌/年份、49当前AI/交付待核。新增Alike/Heavi/Modern Industrials/Piper/Sentra/Verra;Acceler8的2025自报与Dealroom同域2024上线及TC Capita主体未核,转年份待核。新增两条签约原数但排除收入/ARR比较,原491经营记录、ARR/MRR样本及YC覆盖保留。目录不等全部注册/技术/财务审计完成。",
"nextCheck": "继续43个新批次及SR007六个主营待核、10复用变化;核Acceler8及其他品牌/注册沿革、实际合同/净费/财务币种日。Heavi及Verra签约期限/取消/上线履约/回款,工业采购货权/净费、ERP实施返工、企业记忆摄取/权限/删除和持续运维成本未核。不得从签约、客户订单/省时、基准费用、采用量或融资推ARR/造假概率。",
"boundary": "公开七批321唯一位置及原HTML/GET审计保留;226补读档案中138旧年、88自报两年:59已补官网关联、24当前AI/主体待核、5品牌/年份待核。本系列311独立档案已读,10复用未冒充本轮重读。七批139关联、1既有超年、145旧年、6品牌/年份、30当前AI/交付待核。最后20个初始备注已逐项核对14官网和6缺有效网址,替换具体缺项;5新关联,15留未决,不继续扩池。新增23证据,原495经营记录/ARR/MRR和YC保留。有限来源逐条核对并保留未决,不证明未公开公司覆盖或全部注册/技术/财务审计。",
"nextCheck": "本轮有限公开来源首轮核对已落实具体记录/缺项;24新批次及SR007六项AI/身份、六项年份未决保留,不用标签强填。后续只有新增公司原件、可访问产品、注册/品牌链或真实合同/净费/财务日出现时补证;不无限重试同一空页/权限失败,也不由采用/请求/未来全上线预测推ARR/造假。",
"limitation": "来源可读不等于声明已独立验证。",
"rosterAudit": {
"url": "https://speedrun.a16z.com/companies",
@@ -3189,8 +3189,8 @@
},
"outsideTargetYears": 138,
"targetYearSelfReports": 88,
"newLinkedCompanies": 40,
"pendingCurrentAIOrIdentity": 43,
"newLinkedCompanies": 59,
"pendingCurrentAIOrIdentity": 24,
"records": [
{
"candidateId": "SR001R-C01",
+1 -1
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@@ -1,5 +1,5 @@
{
"sourceVersion": "2026-11-01-sr-enterprise-1",
"sourceVersion": "2026-11-01-source-closeout-1",
"asOf": "2026-11-01",
"metric": "platform-mrr-usd",
"sampleUnit": "product-or-business",
+3 -3
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@@ -28,6 +28,9 @@ importers:
remark-gfm:
specifier: 4.0.1
version: 4.0.1(supports-color@7.2.0)
sharp:
specifier: 0.35.5
version: 0.35.5(@types/node@22.20.5)
devDependencies:
'@tailwindcss/postcss':
specifier: 4.3.3
@@ -59,9 +62,6 @@ importers:
postcss:
specifier: 8.5.31
version: 8.5.31
sharp:
specifier: 0.35.5
version: 0.35.5(@types/node@22.20.5)
tailwindcss:
specifier: 4.3.3
version: 4.3.3
+19 -5
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@@ -45,14 +45,15 @@ def read_token(filename):
return value
def request(base, token, method, path, payload=None, request_id=None):
data = None if payload is None else json.dumps(payload, ensure_ascii=False).encode()
def request(base, token, method, path, payload=None, request_id=None, *, image_type=None):
data = payload if image_type else (None if payload is None else json.dumps(payload, ensure_ascii=False).encode())
if data is not None and len(data) > 8 * 1024 * 1024:
raise ValueError('Request exceeds 8 MiB; split into smaller atomic batches')
headers = {'Authorization': 'Bearer ' + token, 'Accept': 'application/json'}
if data is not None:
headers['Content-Type'] = 'application/json'
headers['Idempotency-Key'] = request_id
headers['Content-Type'] = image_type or 'application/json'
if request_id is not None:
headers['Idempotency-Key'] = request_id
opener = urllib.request.build_opener(NoRedirect())
for attempt in range(2):
req = urllib.request.Request(base + path, data=data, method=method, headers=headers)
@@ -127,6 +128,8 @@ def main():
editing.add_argument('slug')
editing.add_argument('file')
editing.add_argument('--request-id')
upload = sub.add_parser('upload-image', help='Upload a static image and print its Markdown URL')
upload.add_argument('file')
saving = sub.add_parser('save')
saving.add_argument('file', help='Private JSON file or - for stdin; one document or {documents: [...]}')
saving.add_argument('--request-id', help='Reuse this id only with the same input when retrying')
@@ -136,7 +139,18 @@ def main():
try:
base = server_url(args.url)
token = read_token(args.key_file)
if args.command == 'list':
if args.command == 'upload-image':
image = Path(args.file)
image_types = {'.png': 'image/png', '.jpg': 'image/jpeg', '.jpeg': 'image/jpeg', '.webp': 'image/webp'}
image_type = image_types.get(image.suffix.lower())
if not image_type:
raise ValueError('Use a PNG, JPEG or WebP image')
with image.open('rb') as source:
data = source.read(8 * 1024 * 1024 + 1)
if len(data) > 8 * 1024 * 1024:
raise ValueError('Image exceeds 8 MiB')
result = request(base, token, 'POST', '/api/documents/images', data, image_type=image_type)
elif args.command == 'list':
result = request(base, token, 'GET', '/api/documents?' + urllib.parse.urlencode(
{'limit': args.limit, 'offset': args.offset}))
elif args.command == 'get':