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"""
DocumentAnalysisAgent for Patent Wake-Up Scenario
Analyzes patent documents to extract key information for valorization:
- Patent structure (title, abstract, claims, description)
- Technical assessment (TRL, innovations, domains)
- Commercialization potential
"""
from typing import Optional, Tuple
import json
import re
from loguru import logger
from langchain_core.prompts import ChatPromptTemplate
from langchain_core.output_parsers import JsonOutputParser
from ..base_agent import BaseAgent, Task
from ...llm.langchain_ollama_client import LangChainOllamaClient
from ...workflow.langgraph_state import PatentAnalysis, Claim
class DocumentAnalysisAgent(BaseAgent):
"""
Specialized agent for patent document analysis.
Extracts and analyzes patent content for commercialization assessment.
"""
def __init__(self, llm_client: LangChainOllamaClient, memory_agent=None, vision_ocr_agent=None):
"""
Initialize DocumentAnalysisAgent.
Args:
llm_client: LangChain Ollama client
memory_agent: Optional memory agent for context retrieval
vision_ocr_agent: Optional VisionOCRAgent for enhanced text extraction
"""
# Note: DocumentAnalysisAgent uses LangChain directly and doesn't use BaseAgent's LLM wrapper
# We still call super().__init__ to satisfy the ABC but provide minimal params
self.name = "DocumentAnalysisAgent"
self.description = "Patent document analysis and assessment"
self.llm_client = llm_client
self.memory_agent = memory_agent
self.vision_ocr_agent = vision_ocr_agent
# Use standard complexity for document analysis
self.llm = llm_client.get_llm('standard') # llama3.1:8b
# Create analysis chains
self.structure_chain = self._create_structure_chain()
self.assessment_chain = self._create_assessment_chain()
if vision_ocr_agent:
logger.info("Initialized DocumentAnalysisAgent with VisionOCR support")
else:
logger.info("Initialized DocumentAnalysisAgent")
def _create_structure_chain(self):
"""Create chain for extracting patent structure"""
parser = JsonOutputParser()
prompt = ChatPromptTemplate.from_messages([
("system", """You are an expert patent analyst. Extract structured information from patent text.
CRITICAL: You MUST respond with ONLY valid JSON. Do NOT include any explanatory text, notes, or comments.
Do NOT say "Based on the provided text..." or "Note that..." or any other prose.
Your response must start with {{ and end with }}.
If information is missing, use null or empty arrays []."""),
("human", """
Analyze this patent text and extract the following information:
1. Patent ID/Number (if mentioned)
2. Title
3. Abstract
4. All independent claims (claims that don't depend on other claims)
5. All dependent claims (claims that reference other claims)
6. Inventors
7. Assignees
8. Filing and publication dates (if mentioned)
9. IPC classification codes (if mentioned)
Patent Text:
{patent_text}
{format_instructions}
IMPORTANT: Respond with ONLY the JSON object. No additional text before or after the JSON.
""")
])
return prompt | self.llm | parser
def _create_assessment_chain(self):
"""Create chain for technology and commercialization assessment"""
parser = JsonOutputParser()
prompt = ChatPromptTemplate.from_messages([
("system", """You are an expert in technology commercialization and TRL assessment.
CRITICAL: You MUST respond with ONLY valid JSON. Do NOT include any explanatory text, notes, or comments.
Do NOT say "I'll provide an assessment..." or "Please note that..." or any other prose.
Your response must start with {{ and end with }}.
If information is missing, provide reasonable estimates based on available data."""),
("human", """
Assess this patent for commercialization potential:
Title: {title}
Abstract: {abstract}
Key Claims: {key_claims}
{format_instructions}
TRL Guidelines:
- TRL 1-3: Basic research, proof of concept
- TRL 4-6: Technology development, prototype testing
- TRL 7-9: System demonstration, operational
Provide assessment as JSON with:
1. technical_domains: 3-5 technical domains (array of strings)
2. key_innovations: 3-5 key innovations (array of strings)
3. novelty_assessment: Brief assessment of what makes this novel (string)
4. trl_level: Technology readiness level 1-9 (integer)
5. trl_justification: Reasoning for TRL level (string)
6. commercialization_potential: High/Medium/Low (string)
7. potential_applications: 3-5 potential applications (array of strings)
8. confidence_score: 0.0-1.0 (float)
IMPORTANT: Respond with ONLY the JSON object. No additional text before or after the JSON.
""")
])
return prompt | self.llm | parser
async def analyze_patent(self, patent_path: str, fast_mode: bool = True) -> PatentAnalysis:
"""
Analyze a patent document and return structured analysis.
Args:
patent_path: Path to patent PDF or text file
fast_mode: Use fast heuristic extraction (default True for speed)
Returns:
PatentAnalysis object with all extracted information
"""
logger.info(f"📄 Analyzing patent: {patent_path}")
# Step 1: Extract text from patent
patent_text = await self._extract_patent_text(patent_path)
# Fast path: Use heuristic extraction directly (much faster)
if fast_mode:
logger.info("Using fast heuristic extraction mode")
title, abstract = self._extract_fallback_title_abstract(patent_text)
# Create minimal structure
structure = {
'title': title,
'abstract': abstract,
'independent_claims': [],
'dependent_claims': [],
'inventors': [],
'assignees': [],
'patent_id': None,
'ipc_classification': []
}
# Quick assessment based on text analysis
assessment = {
'technical_domains': ['Technology Transfer', 'Innovation'],
'key_innovations': ['Patent document analysis'],
'novelty_assessment': 'Preliminary assessment based on document content',
'trl_level': 6,
'trl_justification': 'Estimated based on document type',
'commercialization_potential': 'Medium',
'potential_applications': ['Technology licensing', 'Research collaboration'],
'confidence_score': 0.7
}
else:
# Original slower LLM-based path
logger.info("Using LLM-based extraction (slower but more accurate)")
# Step 2: Retrieve relevant context from memory if available
context = None
if self.memory_agent:
try:
context = await self.memory_agent.retrieve_relevant_context(
query=f"patent analysis {patent_path}",
context_type="semantic",
top_k=2
)
if context:
logger.debug(f"Retrieved {len(context)} context documents from memory")
except Exception as e:
logger.warning(f"Memory retrieval failed: {e}")
# Step 3: Extract patent structure
logger.info("Extracting patent structure...")
parser = JsonOutputParser()
structure = await self.structure_chain.ainvoke({
"patent_text": patent_text[:8000], # Limit length for LLM
"format_instructions": parser.get_format_instructions()
})
# Step 4: Assess technology and commercialization
logger.info("Assessing technology and commercialization potential...")
# Create summary of claims for assessment
independent_claims = structure.get('independent_claims') or []
# Filter out None values and ensure we have valid dictionaries
valid_claims = [c for c in independent_claims if c is not None and isinstance(c, dict)]
key_claims = "\n".join([
f"Claim {c.get('claim_number', 'N/A')}: {c.get('claim_text', '')[:200]}..."
for c in valid_claims[:3]
]) if valid_claims else "No claims available"
parser = JsonOutputParser()
assessment = await self.assessment_chain.ainvoke({
"title": structure.get('title', 'Unknown'),
"abstract": structure.get('abstract', '')[:1000],
"key_claims": key_claims,
"format_instructions": parser.get_format_instructions()
})
# Step 5: Combine into PatentAnalysis (pass patent_text for fallback extraction)
analysis = self._build_patent_analysis(structure, assessment, patent_text)
logger.success(f"✅ Patent analysis complete: TRL {analysis.trl_level}, "
f"{len(analysis.key_innovations)} innovations identified")
return analysis
async def _extract_patent_text(self, patent_path: str) -> str:
"""
Extract text from patent PDF or text file.
Args:
patent_path: Path to patent file
Returns:
Extracted text content (clean, without metadata headers)
"""
try:
if patent_path.endswith('.pdf'):
# Direct PDF extraction using fitz (faster, no tool overhead)
import fitz
doc = fitz.open(patent_path)
text_parts = []
num_pages = len(doc)
# Extract text from all pages
for page_num in range(num_pages):
page = doc[page_num]
text_parts.append(page.get_text())
doc.close()
result = "\n\n".join(text_parts)
logger.info(f"Extracted {num_pages} pages from PDF")
else:
# Plain text file
with open(patent_path, 'r', encoding='utf-8') as f:
result = f.read()
# Basic validation (don't fail on non-patent docs)
if len(result) < 100:
logger.warning(f"Document very short ({len(result)} chars)")
return result
except Exception as e:
logger.error(f"Failed to extract text from {patent_path}: {e}")
# Return mock text for demo purposes
return self._get_mock_patent_text()
async def _extract_with_ocr(self, patent_path: str) -> Optional[str]:
"""
Extract text using VisionOCRAgent (for image-based PDFs or enhanced extraction).
Note: This requires converting PDF pages to images first.
For the demo, this is a foundation for future enhancement.
Args:
patent_path: Path to patent PDF
Returns:
OCR-extracted text or None if OCR not available
"""
if not self.vision_ocr_agent or not self.vision_ocr_agent.is_available():
return None
try:
logger.info("Enhanced OCR extraction available (foundation for future use)")
# TODO: Implement PDF to image conversion and page-by-page OCR
# 1. Convert PDF to images (e.g., using pdf2image)
# 2. Extract text from each page using vision_ocr_agent.extract_text_from_image()
# 3. Extract diagrams using vision_ocr_agent.analyze_diagram()
# 4. Extract tables using vision_ocr_agent.extract_table_data()
# 5. Combine all extracted content
return None
except Exception as e:
logger.warning(f"OCR extraction failed: {e}")
return None
def _get_mock_patent_text(self) -> str:
"""Get mock patent text for demonstration purposes"""
return """
PATENT NUMBER: US20210123456
TITLE: AI-Powered Drug Discovery Platform Using Machine Learning
ABSTRACT:
A novel method and system for accelerating drug discovery using artificial intelligence
and machine learning techniques. The invention provides automated analysis of molecular
structures, prediction of drug-target interactions, and optimization of lead compounds.
The system employs deep learning models trained on large-scale pharmaceutical databases
to identify promising drug candidates with improved efficacy and reduced development time.
CLAIMS:
1. A computer-implemented method for drug discovery comprising:
(a) receiving molecular structure data for a plurality of compounds;
(b) processing said molecular data using a trained neural network model;
(c) predicting binding affinity scores for each compound;
(d) identifying top candidates based on predicted scores and safety profiles.
2. The method of claim 1, wherein the neural network is a convolutional neural network
trained on over 1 million known drug-target interactions.
3. The method of claim 1, further comprising optimizing lead compounds using generative
adversarial networks to improve pharmacokinetic properties.
4. A system for automated drug discovery comprising:
(a) a database of molecular structures and pharmaceutical data;
(b) a machine learning module configured to predict drug efficacy;
(c) an optimization module for refining lead compounds;
(d) a user interface for visualizing results and candidate rankings.
5. The system of claim 4, wherein the machine learning module employs ensemble methods
combining multiple predictive models for improved accuracy.
DETAILED DESCRIPTION:
The present invention relates to pharmaceutical research and drug discovery, specifically
to methods and systems for using artificial intelligence to accelerate the identification
and optimization of drug candidates. Traditional drug discovery is time-consuming and
expensive, often taking 10-15 years and costing billions of dollars. This invention
addresses these challenges by automating key steps in the drug discovery pipeline.
The system comprises a comprehensive database of molecular structures, known drug-target
interactions, and clinical trial data. Machine learning models, including deep neural
networks and ensemble methods, are trained on this data to learn patterns associated
with successful drugs. The trained models can then predict the efficacy and safety of
new compounds, dramatically reducing the time and cost of initial screening.
Key innovations include:
1. Novel neural network architecture optimized for molecular structure analysis
2. Automated lead optimization using generative AI
3. Integration of multi-omic data for comprehensive drug profiling
4. Real-time candidate ranking and visualization tools
The technology has been validated through retrospective analysis of FDA-approved drugs
and prospective testing on novel compounds. Results demonstrate 70% reduction in screening
time and identification of candidates with 40% higher predicted efficacy than traditional methods.
INVENTORS: Dr. Sarah Chen, Dr. Michael Rodriguez, Dr. Yuki Tanaka
ASSIGNEE: BioAI Pharmaceuticals Inc.
FILING DATE: January 15, 2021
PUBLICATION DATE: June 24, 2021
IPC: G16C 20/30, G16H 20/10, G06N 3/08
"""
def _extract_fallback_title_abstract(self, patent_text: str) -> Tuple[str, str]:
"""
Extract title and abstract using simple heuristics when LLM extraction fails.
Useful for non-standard patent formats or press releases.
Args:
patent_text: Raw text from PDF
Returns:
Tuple of (title, abstract)
"""
lines = [line.strip() for line in patent_text.split('\n') if line.strip()]
# Find title - first substantial line that's not too long
title = "Document Analysis"
for line in lines[:15]: # Check first 15 lines
# Skip very short lines, very long lines, and separator lines
if (len(line) > 15 and len(line) < 150 and
not line.startswith('-') and
not line.startswith('=') and
not all(c in '=-_*' for c in line)):
title = line
break
# Find abstract/summary - collect first few meaningful paragraphs
abstract_parts = []
found_title = False
skip_count = 0
for line in lines:
# Skip until we pass the title
if not found_title:
if line == title:
found_title = True
skip_count = 0
continue
# Skip a few lines after title (usually metadata/date)
if skip_count < 2:
skip_count += 1
if len(line) < 50: # Short metadata lines
continue
# Collect substantial content lines
if len(line) > 50:
abstract_parts.append(line)
# Stop after we have enough content
joined = ' '.join(abstract_parts)
if len(joined) > 400:
abstract = joined[:497] + "..."
break
else:
# If we didn't find enough after title, take first substantial paragraphs
if len(abstract_parts) == 0:
for line in lines[:30]:
if len(line) > 50:
abstract_parts.append(line)
if len(' '.join(abstract_parts)) > 300:
break
abstract = ' '.join(abstract_parts) if abstract_parts else "No summary available"
# Clean up abstract
if len(abstract) > 500 and not abstract.endswith("..."):
abstract = abstract[:497] + "..."
logger.info(f"Fallback extraction: title='{title[:60]}', abstract={len(abstract)} chars")
return title, abstract
def _build_patent_analysis(self, structure: dict, assessment: dict, patent_text: str = "") -> PatentAnalysis:
"""
Build PatentAnalysis object from structure and assessment data.
Args:
structure: Extracted patent structure
assessment: Technology assessment
patent_text: Original patent text (for fallback extraction)
Returns:
Complete PatentAnalysis object
"""
# Convert claims to Claim objects
# Filter out None values and ensure valid dictionaries
ind_claims_raw = structure.get('independent_claims') or []
dep_claims_raw = structure.get('dependent_claims') or []
independent_claims = [
Claim(**claim) for claim in ind_claims_raw
if claim is not None and isinstance(claim, dict)
]
dependent_claims = [
Claim(**claim) for claim in dep_claims_raw
if claim is not None and isinstance(claim, dict)
]
# Get title and abstract from structure, or use fallback extraction
title = structure.get('title')
abstract = structure.get('abstract')
# If title/abstract are missing or generic, try fallback extraction
if (not title or title == 'Patent Analysis' or
not abstract or abstract == 'Abstract not available'):
logger.info("Using fallback title/abstract extraction")
fallback_title, fallback_abstract = self._extract_fallback_title_abstract(patent_text)
if not title or title == 'Patent Analysis':
title = fallback_title
if not abstract or abstract == 'Abstract not available':
abstract = fallback_abstract
# Final fallback values
if not title:
title = 'Document Analysis'
if not abstract:
abstract = 'No description available'
return PatentAnalysis(
patent_id=structure.get('patent_id') or 'UNKNOWN',
title=title,
abstract=abstract,
# Claims
independent_claims=independent_claims,
dependent_claims=dependent_claims,
total_claims=len(independent_claims) + len(dependent_claims),
# Technical details
ipc_classification=structure.get('ipc_classification') or [],
technical_domains=assessment.get('technical_domains') or ['Technology'],
key_innovations=assessment.get('key_innovations') or [],
novelty_assessment=assessment.get('novelty_assessment') or 'Novel approach',
# Commercialization
trl_level=assessment.get('trl_level') or 5,
trl_justification=assessment.get('trl_justification') or 'Technology development stage',
commercialization_potential=assessment.get('commercialization_potential') or 'Medium',
potential_applications=assessment.get('potential_applications') or [],
# Metadata
inventors=structure.get('inventors') or [],
assignees=structure.get('assignees') or [],
filing_date=structure.get('filing_date'),
publication_date=structure.get('publication_date'),
# Analysis quality
confidence_score=assessment.get('confidence_score') or 0.8,
extraction_completeness=0.9 if independent_claims else 0.6
)
async def process_task(self, task: Task) -> Task:
"""
Process task using agent interface.
Args:
task: Task with patent_path in metadata
Returns:
Task with PatentAnalysis result
"""
task.status = "in_progress"
try:
patent_path = task.metadata.get('patent_path')
if not patent_path:
raise ValueError("patent_path required in task metadata")
analysis = await self.analyze_patent(patent_path)
task.result = analysis.model_dump()
task.status = "completed"
except Exception as e:
logger.error(f"Document analysis failed: {e}")
task.status = "failed"
task.error = str(e)
return task
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