scholarr/app/services/unpaywall/application.py
2026-03-01 18:14:22 +01:00

428 lines
13 KiB
Python

from __future__ import annotations
import logging
import re
from dataclasses import dataclass
from typing import TYPE_CHECKING
from urllib.parse import unquote
from app.logging_utils import structured_log
from app.services.crossref.application import discover_doi_for_publication
from app.services.doi.normalize import normalize_doi
from app.services.unpaywall.pdf_discovery import (
looks_like_pdf_url,
resolve_pdf_from_landing_page,
)
from app.services.unpaywall.rate_limit import wait_for_unpaywall_slot
from app.settings import settings
if TYPE_CHECKING:
from app.services.publications.types import PublicationListItem, UnreadPublicationItem
DOI_PATTERN = re.compile(r"10\.\d{4,9}/[-._;()/:A-Z0-9]+", re.I)
DOI_PREFIX_RE = re.compile(r"\bdoi\s*[:=]\s*(10\.\d{4,9}/[-._;()/:A-Z0-9]+)", re.I)
DOI_URL_RE = re.compile(r"(?:https?://)?(?:dx\.)?doi\.org/(10\.\d{4,9}/[-._;()/:A-Z0-9]+)", re.I)
UNPAYWALL_URL_TEMPLATE = "https://api.unpaywall.org/v2/{doi}"
FAILURE_MISSING_DOI = "missing_doi"
FAILURE_NO_RECORD = "no_unpaywall_record"
FAILURE_NO_PDF = "no_pdf_found"
FAILURE_RESOLUTION_EXCEPTION = "resolution_exception"
logger = logging.getLogger(__name__)
@dataclass(frozen=True)
class OaResolutionOutcome:
publication_id: int
doi: str | None
pdf_url: str | None
failure_reason: str | None
source: str | None
used_crossref: bool
def _extract_doi_candidate(text: str | None) -> str | None:
if not text:
return None
decoded = unquote(text)
match = DOI_PATTERN.search(decoded)
if not match:
return None
return match.group(0).rstrip(" .;,)")
def _extract_explicit_doi(text: str | None) -> str | None:
if not text:
return None
decoded = unquote(text)
url_match = DOI_URL_RE.search(decoded)
if url_match:
return normalize_doi(url_match.group(1))
prefix_match = DOI_PREFIX_RE.search(decoded)
if prefix_match:
return normalize_doi(prefix_match.group(1))
return None
def _publication_doi(item: PublicationListItem | UnreadPublicationItem) -> str | None:
stored = None
di = getattr(item, "display_identifier", None)
if di is not None and di.kind == "doi":
stored = normalize_doi(di.value)
explicit_doi = _extract_explicit_doi(item.pub_url) or _extract_explicit_doi(item.venue_text)
if explicit_doi:
return explicit_doi
pub_url_doi = _extract_doi_candidate(item.pub_url)
if pub_url_doi:
return normalize_doi(pub_url_doi)
return stored
def _payload_locations(payload: dict) -> list[dict]:
locations: list[dict] = []
best = payload.get("best_oa_location")
if isinstance(best, dict):
locations.append(best)
oa_locations = payload.get("oa_locations")
if isinstance(oa_locations, list):
locations.extend(location for location in oa_locations if isinstance(location, dict))
return locations
def _location_value(location: dict, key: str) -> str | None:
value = location.get(key)
if not isinstance(value, str):
return None
normalized = value.strip()
return normalized or None
def _payload_pdf_candidates(payload: dict) -> list[str]:
candidates: list[str] = []
seen: set[str] = set()
for location in _payload_locations(payload):
candidate = _location_value(location, "url_for_pdf")
if candidate is None or candidate in seen:
continue
seen.add(candidate)
candidates.append(candidate)
return candidates
def _payload_landing_candidates(payload: dict) -> list[str]:
candidates: list[str] = []
seen: set[str] = set()
for location in _payload_locations(payload):
candidate = _location_value(location, "url")
if candidate is None or candidate in seen:
continue
seen.add(candidate)
candidates.append(candidate)
return candidates
def _crawl_targets(
*,
payload: dict,
pdf_candidates: list[str],
) -> list[str]:
targets = _payload_landing_candidates(payload)
seen = set(targets)
for candidate in pdf_candidates:
if candidate in seen:
continue
targets.append(candidate)
seen.add(candidate)
doi = normalize_doi(str(payload.get("doi") or ""))
doi_landing_url = f"https://doi.org/{doi}" if doi else None
if doi_landing_url and doi_landing_url not in seen:
targets.append(doi_landing_url)
return targets
def _has_direct_payload_pdf(payload: dict) -> bool:
return any(looks_like_pdf_url(candidate) for candidate in _payload_pdf_candidates(payload))
async def _resolved_pdf_url_from_payload(
payload: dict,
*,
client,
) -> str | None:
pdf_candidates = _payload_pdf_candidates(payload)
for candidate in pdf_candidates:
if looks_like_pdf_url(candidate):
return candidate
for page_url in _crawl_targets(payload=payload, pdf_candidates=pdf_candidates)[:3]:
discovered = await resolve_pdf_from_landing_page(client, page_url=page_url)
if discovered:
structured_log(logger, "info", "unpaywall.pdf_discovered_from_landing", landing_url=page_url)
return discovered
return None
async def _fetch_unpaywall_payload_by_doi(
*,
client,
doi: str,
email: str,
) -> dict | None:
await wait_for_unpaywall_slot(min_interval_seconds=settings.unpaywall_min_interval_seconds)
headers = {"User-Agent": f"scholar-scraper/1.0 (mailto:{email})"}
response = await client.get(
UNPAYWALL_URL_TEMPLATE.format(doi=doi),
params={"email": email},
headers=headers,
)
if response.status_code != 200:
return None
payload = response.json()
if not isinstance(payload, dict):
return None
return payload
def _email_for_request(request_email: str | None) -> str | None:
email = (request_email or "").strip() or settings.unpaywall_email.strip()
return email or None
async def _resolve_item_payload(
*,
client,
item: PublicationListItem,
email: str,
allow_crossref: bool,
) -> tuple[dict | None, bool, str | None]:
doi = _publication_doi(item)
payload: dict | None = None
if doi:
payload = await _fetch_unpaywall_payload_by_doi(client=client, doi=doi, email=email)
if payload is not None and _has_direct_payload_pdf(payload):
return payload, False, doi
if not allow_crossref or not settings.crossref_enabled:
return payload, False, doi
crossref_doi = await discover_doi_for_publication(
item=item,
max_rows=settings.crossref_max_rows,
email=email,
)
if crossref_doi is None or crossref_doi == doi:
return payload, crossref_doi is not None, doi or crossref_doi
crossref_payload = await _fetch_unpaywall_payload_by_doi(
client=client,
doi=crossref_doi,
email=email,
)
if crossref_payload is not None:
return crossref_payload, True, crossref_doi
return payload, True, crossref_doi
async def _doi_and_pdf_from_payload(
payload: dict,
*,
client,
) -> tuple[str | None, str | None]:
doi = normalize_doi(str(payload.get("doi") or ""))
return doi, await _resolved_pdf_url_from_payload(payload, client=client)
def _resolution_targets(items: list[PublicationListItem]) -> list[PublicationListItem]:
return [item for item in items if not item.pdf_url]
def _crossref_budget_value() -> int:
return max(int(settings.crossref_max_lookups_per_request), 0)
def _outcome_with_failure(
*,
item: PublicationListItem,
failure_reason: str,
used_crossref: bool,
doi_override: str | None = None,
) -> OaResolutionOutcome:
return OaResolutionOutcome(
publication_id=item.publication_id,
doi=normalize_doi(doi_override) if doi_override is not None else _publication_doi(item),
pdf_url=None,
failure_reason=failure_reason,
source=None,
used_crossref=used_crossref,
)
def _missing_payload_failure_reason(item: PublicationListItem, *, used_crossref: bool) -> str:
if _publication_doi(item):
return FAILURE_NO_RECORD
if used_crossref:
return FAILURE_NO_RECORD
return FAILURE_MISSING_DOI
def _source_name(*, used_crossref: bool) -> str:
return "crossref+unpaywall" if used_crossref else "unpaywall"
def _outcome_from_payload(
*,
item: PublicationListItem,
doi: str | None,
pdf_url: str | None,
used_crossref: bool,
) -> OaResolutionOutcome:
return OaResolutionOutcome(
publication_id=item.publication_id,
doi=doi,
pdf_url=pdf_url,
failure_reason=None if pdf_url else FAILURE_NO_PDF,
source=_source_name(used_crossref=used_crossref),
used_crossref=used_crossref,
)
def _resolved_pdf_count(outcomes: dict[int, OaResolutionOutcome]) -> int:
return sum(1 for outcome in outcomes.values() if outcome.pdf_url)
def _outcome_metadata(outcomes: dict[int, OaResolutionOutcome]) -> dict[int, tuple[str | None, str | None]]:
return {publication_id: (outcome.doi, outcome.pdf_url) for publication_id, outcome in outcomes.items()}
async def _resolve_outcome_for_item(
*,
client,
item: PublicationListItem,
email: str,
allow_crossref: bool,
) -> OaResolutionOutcome:
payload, used_crossref, resolved_doi = await _resolve_item_payload(
client=client,
item=item,
email=email,
allow_crossref=allow_crossref,
)
if not isinstance(payload, dict):
return _outcome_with_failure(
item=item,
failure_reason=_missing_payload_failure_reason(item, used_crossref=used_crossref),
used_crossref=used_crossref,
doi_override=resolved_doi,
)
doi, pdf_url = await _doi_and_pdf_from_payload(payload, client=client)
return _outcome_from_payload(
item=item,
doi=doi,
pdf_url=pdf_url,
used_crossref=used_crossref,
)
def _doi_input_count(items: list[PublicationListItem]) -> int:
return len([item for item in items if _publication_doi(item)])
def _search_attempt_count(*, targets: list[PublicationListItem]) -> int:
return len([item for item in targets if not _publication_doi(item)])
async def _safe_outcome_for_item(
*,
client,
item: PublicationListItem,
email: str,
allow_crossref: bool,
) -> OaResolutionOutcome:
try:
return await _resolve_outcome_for_item(
client=client,
item=item,
email=email,
allow_crossref=allow_crossref,
)
except Exception as exc: # pragma: no cover - defensive network boundary
structured_log(
logger, "warning", "unpaywall.resolve_item_failed", publication_id=item.publication_id, error=str(exc)
)
return _outcome_with_failure(
item=item,
failure_reason=FAILURE_RESOLUTION_EXCEPTION,
used_crossref=allow_crossref and settings.crossref_enabled,
)
async def _resolve_outcomes_with_client(
*,
client,
targets: list[PublicationListItem],
email: str,
) -> dict[int, OaResolutionOutcome]:
outcomes: dict[int, OaResolutionOutcome] = {}
crossref_budget = _crossref_budget_value()
crossref_lookups = 0
for item in targets:
allow_crossref = crossref_budget > 0 and crossref_lookups < crossref_budget
outcome = await _safe_outcome_for_item(
client=client,
item=item,
email=email,
allow_crossref=allow_crossref,
)
if outcome.used_crossref:
crossref_lookups += 1
outcomes[item.publication_id] = outcome
return outcomes
async def resolve_publication_oa_metadata(
items: list[PublicationListItem],
*,
request_email: str | None = None,
) -> dict[int, tuple[str | None, str | None]]:
outcomes = await resolve_publication_oa_outcomes(items, request_email=request_email)
return _outcome_metadata(outcomes)
async def resolve_publication_oa_outcomes(
items: list[PublicationListItem],
*,
request_email: str | None = None,
) -> dict[int, OaResolutionOutcome]:
if not settings.unpaywall_enabled:
return {}
email = _email_for_request(request_email)
if email is None:
structured_log(logger, "debug", "unpaywall.resolve_skipped_missing_email")
return {}
import httpx
timeout_seconds = max(float(settings.unpaywall_timeout_seconds), 0.5)
targets = _resolution_targets(items)[: max(int(settings.unpaywall_max_items_per_request), 0)]
headers = {"User-Agent": f"scholar-scraper/1.0 (mailto:{email})"}
async with httpx.AsyncClient(timeout=timeout_seconds, follow_redirects=True, headers=headers) as client:
outcomes = await _resolve_outcomes_with_client(
client=client,
targets=targets,
email=email,
)
structured_log(
logger,
"info",
"unpaywall.resolve_completed",
publication_count=len(items),
doi_input_count=_doi_input_count(items),
search_attempt_count=_search_attempt_count(targets=targets),
resolved_pdf_count=_resolved_pdf_count(outcomes),
email_domain=email.split("@", 1)[-1] if "@" in email else None,
)
return outcomes
async def resolve_publication_pdf_urls(
items: list[PublicationListItem],
*,
request_email: str | None = None,
) -> dict[int, str | None]:
resolved = await resolve_publication_oa_metadata(items, request_email=request_email)
return {publication_id: pdf for publication_id, (_doi, pdf) in resolved.items()}