Microsoft sharepoint

SharePointReader

Bases: BasePydanticReader, ResourcesReaderMixin, FileSystemReaderMixin

SharePoint reader.

Reads folders from the SharePoint site from a folder under documents.

Parameters:

Name	Type	Description	Default
client_id	str	The Application ID for the app registered in Microsoft Azure Portal. The application must also be configured with MS Graph permissions "Files.ReadAll", "Sites.ReadAll" and BrowserSiteLists.Read.All.	required
client_secret	str	The application secret for the app registered in Azure.	required
tenant_id	str	Unique identifier of the Azure Active Directory Instance.	required
sharepoint_site_name	Optional[str]	The name of the SharePoint site to download from.	None
sharepoint_folder_path	Optional[str]	The path of the SharePoint folder to download from.	None
sharepoint_folder_id	Optional[str]	The ID of the SharePoint folder to download from. Overrides sharepoint_folder_path.	None
drive_name	Optional[str]	The name of the drive to download from.	None
drive_id	Optional[str]	The ID of the drive to download from. Overrides drive_name.	None
file_extractor	Optional[Dict[str, BaseReader]]	A mapping of file extension to a BaseReader class that specifies how to convert that file to text. See SimpleDirectoryReader for more details.	None
attach_permission_metadata	bool	If True, the reader will attach permission metadata to the documents. Set to False if your vector store only supports flat metadata (i.e. no nested fields or lists), or to avoid the additional API calls.	required

Source code in llama-index-integrations/readers/llama-index-readers-microsoft-sharepoint/llama_index/readers/microsoft_sharepoint/base.py

class SharePointReader(BasePydanticReader, ResourcesReaderMixin, FileSystemReaderMixin):
    """
    SharePoint reader.


    Reads folders from the SharePoint site from a folder under documents.

    Args:
        client_id (str): The Application ID for the app registered in Microsoft Azure Portal.
            The application must also be configured with MS Graph permissions "Files.ReadAll", "Sites.ReadAll" and BrowserSiteLists.Read.All.
        client_secret (str): The application secret for the app registered in Azure.
        tenant_id (str): Unique identifier of the Azure Active Directory Instance.
        sharepoint_site_name (Optional[str]): The name of the SharePoint site to download from.
        sharepoint_folder_path (Optional[str]): The path of the SharePoint folder to download from.
        sharepoint_folder_id (Optional[str]): The ID of the SharePoint folder to download from. Overrides sharepoint_folder_path.
        drive_name (Optional[str]): The name of the drive to download from.
        drive_id (Optional[str]): The ID of the drive to download from. Overrides drive_name.
        file_extractor (Optional[Dict[str, BaseReader]]): A mapping of file extension to a BaseReader class that specifies how to convert that
                                                          file to text. See `SimpleDirectoryReader` for more details.
        attach_permission_metadata (bool): If True, the reader will attach permission metadata to the documents. Set to False if your vector store
                                           only supports flat metadata (i.e. no nested fields or lists), or to avoid the additional API calls.
    """

    client_id: str = None
    client_secret: str = None
    tenant_id: str = None
    sharepoint_site_name: Optional[str] = None
    sharepoint_site_id: Optional[str] = None
    sharepoint_folder_path: Optional[str] = None
    sharepoint_folder_id: Optional[str] = None
    file_extractor: Optional[Dict[str, Union[str, BaseReader]]] = Field(
        default=None, exclude=True
    )
    attach_permission_metadata: bool = True
    drive_name: Optional[str] = None
    drive_id: Optional[str] = None

    _authorization_headers = PrivateAttr()
    _site_id_with_host_name = PrivateAttr()
    _drive_id_endpoint = PrivateAttr()
    _drive_id = PrivateAttr()

    def __init__(
        self,
        client_id: str,
        client_secret: str,
        tenant_id: str,
        sharepoint_site_name: Optional[str] = None,
        sharepoint_folder_path: Optional[str] = None,
        sharepoint_folder_id: Optional[str] = None,
        file_extractor: Optional[Dict[str, Union[str, BaseReader]]] = None,
        drive_name: Optional[str] = None,
        drive_id: Optional[str] = None,
        **kwargs: Any,
    ) -> None:
        super().__init__(
            client_id=client_id,
            client_secret=client_secret,
            tenant_id=tenant_id,
            sharepoint_site_name=sharepoint_site_name,
            sharepoint_folder_path=sharepoint_folder_path,
            sharepoint_folder_id=sharepoint_folder_id,
            file_extractor=file_extractor,
            drive_name=drive_name,
            drive_id=drive_id,
            **kwargs,
        )

    @classmethod
    def class_name(cls) -> str:
        return "SharePointReader"

    def _get_access_token(self) -> str:
        """
        Gets the access_token for accessing file from SharePoint.

        Returns:
            str: The access_token for accessing the file.

        Raises:
            ValueError: If there is an error in obtaining the access_token.
        """
        authority = f"https://login.microsoftonline.com/{self.tenant_id}/oauth2/token"

        payload = {
            "grant_type": "client_credentials",
            "client_id": self.client_id,
            "client_secret": self.client_secret,
            "resource": "https://graph.microsoft.com/",
        }

        response = requests.post(
            url=authority,
            data=payload,
        )

        if response.status_code == 200 and "access_token" in response.json():
            return response.json()["access_token"]

        else:
            logger.error(response.json()["error"])
            raise ValueError(response.json()["error_description"])

    def _get_site_id_with_host_name(
        self, access_token, sharepoint_site_name: Optional[str]
    ) -> str:
        """
        Retrieves the site ID of a SharePoint site using the provided site name.

        Args:
            sharepoint_site_name (str): The name of the SharePoint site.

        Returns:
            str: The ID of the SharePoint site.

        Raises:
            Exception: If the specified SharePoint site is not found.
        """
        if hasattr(self, "_site_id_with_host_name"):
            return self._site_id_with_host_name

        self._authorization_headers = {"Authorization": f"Bearer {access_token}"}

        if self.sharepoint_site_id:
            return self.sharepoint_site_id

        if not (sharepoint_site_name):
            raise ValueError("The SharePoint site name or ID must be provided.")

        site_information_endpoint = f"https://graph.microsoft.com/v1.0/sites"

        while site_information_endpoint:
            response = requests.get(
                url=site_information_endpoint,
                headers=self._authorization_headers,
            )

            json_response = response.json()
            if response.status_code == 200 and "value" in json_response:
                if (
                    len(json_response["value"]) > 0
                    and "id" in json_response["value"][0]
                ):
                    # find the site with the specified name
                    for site in json_response["value"]:
                        if (
                            "name" in site
                            and site["name"].lower() == sharepoint_site_name.lower()
                        ):
                            return site["id"]
                    site_information_endpoint = json_response.get(
                        "@odata.nextLink", None
                    )
                else:
                    raise ValueError(
                        f"The specified sharepoint site {sharepoint_site_name} is not found."
                    )
            else:
                if "error_description" in json_response:
                    logger.error(json_response["error"])
                    raise ValueError(json_response["error_description"])
                raise ValueError(json_response["error"])

        raise ValueError(
            f"The specified sharepoint site {sharepoint_site_name} is not found."
        )

    def _get_drive_id(self) -> str:
        """
        Retrieves the drive ID of the SharePoint site.

        Returns:
            str: The ID of the SharePoint site drive.

        Raises:
            ValueError: If there is an error in obtaining the drive ID.
        """
        if hasattr(self, "_drive_id"):
            return self._drive_id

        if self.drive_id:
            return self.drive_id

        self._drive_id_endpoint = f"https://graph.microsoft.com/v1.0/sites/{self._site_id_with_host_name}/drives"

        response = requests.get(
            url=self._drive_id_endpoint,
            headers=self._authorization_headers,
        )

        if response.status_code == 200 and "value" in response.json():
            if len(response.json()["value"]) > 0 and self.drive_name is not None:
                for drive in response.json()["value"]:
                    if drive["name"].lower() == self.drive_name.lower():
                        return drive["id"]
                raise ValueError(f"The specified drive {self.drive_name} is not found.")

            if (
                len(response.json()["value"]) > 0
                and "id" in response.json()["value"][0]
            ):
                return response.json()["value"][0]["id"]
            else:
                raise ValueError(
                    "Error occurred while fetching the drives for the sharepoint site."
                )
        else:
            logger.error(response.json()["error"])
            raise ValueError(response.json()["error_description"])

    def _get_sharepoint_folder_id(self, folder_path: str) -> str:
        """
        Retrieves the folder ID of the SharePoint site.

        Args:
            folder_path (str): The path of the folder in the SharePoint site.

        Returns:
            str: The ID of the SharePoint site folder.
        """
        folder_id_endpoint = (
            f"{self._drive_id_endpoint}/{self._drive_id}/root:/{folder_path}"
        )

        response = requests.get(
            url=folder_id_endpoint,
            headers=self._authorization_headers,
        )

        if response.status_code == 200 and "id" in response.json():
            return response.json()["id"]
        else:
            raise ValueError(response.json()["error"])

    def _download_files_and_extract_metadata(
        self,
        folder_id: str,
        download_dir: str,
        include_subfolders: bool = False,
    ) -> Dict[str, str]:
        """
        Downloads files from the specified folder ID and extracts metadata.

        Args:
            folder_id (str): The ID of the folder from which the files should be downloaded.
            download_dir (str): The directory where the files should be downloaded.
            include_subfolders (bool): If True, files from all subfolders are downloaded.

        Returns:
            Dict[str, str]: A dictionary containing the metadata of the downloaded files.

        Raises:
            ValueError: If there is an error in downloading the files.
        """
        files_path = self.list_resources(
            sharepoint_site_name=self.sharepoint_site_name,
            sharepoint_site_id=self.sharepoint_site_id,
            sharepoint_folder_id=folder_id,
        )

        metadata = {}

        for file_path in files_path:
            item = self._get_item_from_path(file_path)
            metadata.update(self._download_file(item, download_dir))

        return metadata

    def _get_file_content_by_url(self, item: Dict[str, Any]) -> bytes:
        """
        Retrieves the content of the file from the provided URL.

        Args:
            item (Dict[str, Any]): Dictionary containing file metadata.

        Returns:
            bytes: The content of the file.
        """
        file_download_url = item["@microsoft.graph.downloadUrl"]
        response = requests.get(file_download_url)
        if response.status_code != 200:
            logger.error(response.json()["error"])
            raise ValueError(response.json()["error_description"])

        return response.content

    def _download_file_by_url(self, item: Dict[str, Any], download_dir: str) -> str:
        """
        Downloads the file from the provided URL.

        Args:
            item (Dict[str, Any]): Dictionary containing file metadata.
            download_dir (str): The directory where the files should be downloaded.

        Returns:
            str: The path of the downloaded file in the temporary directory.
        """
        # Get the download URL for the file.
        file_name = item["name"]

        content = self._get_file_content_by_url(item)

        # Create the directory if it does not exist and save the file.
        if not os.path.exists(download_dir):
            os.makedirs(download_dir)
        file_path = os.path.join(download_dir, file_name)
        with open(file_path, "wb") as f:
            f.write(content)

        return file_path

    def _get_permissions_info(self, item: Dict[str, Any]) -> Dict[str, str]:
        """
        Extracts the permissions information for the file. For more information, see:
        https://learn.microsoft.com/en-us/graph/api/resources/permission?view=graph-rest-1.0.

        Args:
            item (Dict[str, Any]): Dictionary containing file metadata.

        Returns:
            Dict[str, str]: A dictionary containing the extracted permissions information.
        """
        item_id = item.get("id")
        permissions_info_endpoint = (
            f"{self._drive_id_endpoint}/{self._drive_id}/items/{item_id}/permissions"
        )
        response = requests.get(
            url=permissions_info_endpoint,
            headers=self._authorization_headers,
        )
        permissions = response.json()

        identity_sets = []
        for permission in permissions["value"]:
            # user type permissions
            granted_to = permission.get("grantedToV2", None)
            if granted_to:
                identity_sets.append(granted_to)

            # link type permissions
            granted_to_identities = permission.get("grantedToIdentitiesV2", [])
            for identity in granted_to_identities:
                identity_sets.append(identity)

        # Extract the identity information from each identity set
        # they can be 'application', 'device', 'user', 'group', 'siteUser' or 'siteGroup'
        # 'siteUser' and 'siteGroup' are site-specific, 'group' is for Microsoft 365 groups
        permissions_dict = {}
        for identity_set in identity_sets:
            for identity, identity_info in identity_set.items():
                id = identity_info.get("id")
                display_name = identity_info.get("displayName")
                ids_key = f"allowed_{identity}_ids"
                display_names_key = f"allowed_{identity}_display_names"

                if ids_key not in permissions_dict:
                    permissions_dict[ids_key] = []
                if display_names_key not in permissions_dict:
                    permissions_dict[display_names_key] = []

                permissions_dict[ids_key].append(id)
                permissions_dict[display_names_key].append(display_name)

        # sort to get consistent results, if possible
        for key in permissions_dict:
            try:
                permissions_dict[key] = sorted(permissions_dict[key])
            except TypeError:
                pass

        return permissions_dict

    def _extract_metadata_for_file(self, item: Dict[str, Any]) -> Dict[str, str]:
        """
        Extracts metadata related to the file.

        Parameters:
        - item (Dict[str, str]): Dictionary containing file metadata.

        Returns:
        - Dict[str, str]: A dictionary containing the extracted metadata.
        """
        # Extract the required metadata for file.
        if self.attach_permission_metadata:
            metadata = self._get_permissions_info(item)
        else:
            metadata = {}

        metadata.update(
            {
                "file_id": item.get("id"),
                "file_name": item.get("name"),
                "url": item.get("webUrl"),
                "file_path": item.get("file_path"),
            }
        )

        return metadata

    def _download_file(
        self,
        item: Dict[str, Any],
        download_dir: str,
    ):
        metadata = {}

        file_path = self._download_file_by_url(item, download_dir)

        metadata[file_path] = self._extract_metadata_for_file(item)
        return metadata

    def _download_files_from_sharepoint(
        self,
        download_dir: str,
        sharepoint_site_name: Optional[str],
        sharepoint_folder_path: Optional[str],
        sharepoint_folder_id: Optional[str],
        recursive: bool,
    ) -> Dict[str, str]:
        """
        Downloads files from the specified folder and returns the metadata for the downloaded files.

        Args:
            download_dir (str): The directory where the files should be downloaded.
            sharepoint_site_name (str): The name of the SharePoint site.
            sharepoint_folder_path (str): The path of the folder in the SharePoint site.
            recursive (bool): If True, files from all subfolders are downloaded.

        Returns:
            Dict[str, str]: A dictionary containing the metadata of the downloaded files.

        """
        access_token = self._get_access_token()

        self._site_id_with_host_name = self._get_site_id_with_host_name(
            access_token, sharepoint_site_name
        )

        self._drive_id = self._get_drive_id()

        if not sharepoint_folder_id and sharepoint_folder_path:
            sharepoint_folder_id = self._get_sharepoint_folder_id(
                sharepoint_folder_path
            )

        return self._download_files_and_extract_metadata(
            sharepoint_folder_id,
            download_dir,
            recursive,
        )

    def _exclude_access_control_metadata(
        self, documents: List[Document]
    ) -> List[Document]:
        """
        Excludes the access control metadata from the documents for embedding and LLM calls.

        Args:
            documents (List[Document]): A list of documents.

        Returns:
            List[Document]: A list of documents with access control metadata excluded.
        """
        for doc in documents:
            access_control_keys = [
                key for key in doc.metadata if key.startswith("allowed_")
            ]

            doc.excluded_embed_metadata_keys.extend(access_control_keys)
            doc.excluded_llm_metadata_keys.extend(access_control_keys)

        return documents

    def _load_documents_with_metadata(
        self,
        files_metadata: Dict[str, Any],
        download_dir: str,
        recursive: bool,
    ) -> List[Document]:
        """
        Loads the documents from the downloaded files.

        Args:
            files_metadata (Dict[str,Any]): A dictionary containing the metadata of the downloaded files.
            download_dir (str): The directory where the files should be downloaded.
            recursive (bool): If True, files from all subfolders are downloaded.

        Returns:
            List[Document]: A list containing the documents with metadata.
        """

        def get_metadata(filename: str) -> Any:
            return files_metadata[filename]

        simple_loader = SimpleDirectoryReader(
            download_dir,
            file_extractor=self.file_extractor,
            file_metadata=get_metadata,
            recursive=recursive,
        )
        docs = simple_loader.load_data()
        if self.attach_permission_metadata:
            docs = self._exclude_access_control_metadata(docs)
        return docs

    def load_data(
        self,
        sharepoint_site_name: Optional[str] = None,
        sharepoint_folder_path: Optional[str] = None,
        sharepoint_folder_id: Optional[str] = None,
        recursive: bool = True,
    ) -> List[Document]:
        """
        Loads the files from the specified folder in the SharePoint site.

        Args:
            sharepoint_site_name (Optional[str]): The name of the SharePoint site.
            sharepoint_folder_path (Optional[str]): The path of the folder in the SharePoint site.
            recursive (bool): If True, files from all subfolders are downloaded.

        Returns:
            List[Document]: A list containing the documents with metadata.

        Raises:
            Exception: If an error occurs while accessing SharePoint site.
        """
        # If no arguments are provided to load_data, default to the object attributes
        if not sharepoint_site_name:
            sharepoint_site_name = self.sharepoint_site_name

        if not sharepoint_folder_path:
            sharepoint_folder_path = self.sharepoint_folder_path

        if not sharepoint_folder_id:
            sharepoint_folder_id = self.sharepoint_folder_id

        # TODO: make both of these values optional — and just default to the client ID defaults
        if not (sharepoint_site_name or self.sharepoint_site_id):
            raise ValueError("sharepoint_site_name must be provided.")

        try:
            with tempfile.TemporaryDirectory() as temp_dir:
                files_metadata = self._download_files_from_sharepoint(
                    temp_dir,
                    sharepoint_site_name,
                    sharepoint_folder_path,
                    sharepoint_folder_id,
                    recursive,
                )

                # return self.files_metadata
                return self._load_documents_with_metadata(
                    files_metadata, temp_dir, recursive
                )

        except Exception as exp:
            logger.error("An error occurred while accessing SharePoint: %s", exp)

    def _list_folder_contents(
        self, folder_id: str, recursive: bool, current_path: str
    ) -> List[Path]:
        """
        Helper method to fetch the contents of a folder.

        Args:
            folder_id (str): ID of the folder whose contents are to be listed.
            recursive (bool): Whether to include subfolders recursively.

        Returns:
            List[Path]: List of file paths.
        """
        folder_contents_endpoint = (
            f"{self._drive_id_endpoint}/{self._drive_id}/items/{folder_id}/children"
        )
        response = requests.get(
            url=folder_contents_endpoint,
            headers=self._authorization_headers,
        )
        items = response.json().get("value", [])
        file_paths = []
        for item in items:
            if "folder" in item and recursive:
                # Recursive call for subfolder
                subfolder_id = item["id"]
                subfolder_paths = self._list_folder_contents(
                    subfolder_id, recursive, os.path.join(current_path, item["name"])
                )
                file_paths.extend(subfolder_paths)
            elif "file" in item:
                # Append file path
                file_path = Path(os.path.join(current_path, item["name"]))
                file_paths.append(file_path)

        return file_paths

    def _list_drive_contents(self) -> List[Path]:
        """
        Helper method to fetch the contents of the drive.

        Returns:
            List[Path]: List of file paths.
        """
        drive_contents_endpoint = (
            f"{self._drive_id_endpoint}/{self._drive_id}/root/children"
        )
        response = requests.get(
            url=drive_contents_endpoint,
            headers=self._authorization_headers,
        )
        items = response.json().get("value", [])

        file_paths = []
        for item in items:
            if "folder" in item:
                # Append folder path
                folder_paths = self._list_folder_contents(
                    item["id"], recursive=True, current_path=item["name"]
                )
                file_paths.extend(folder_paths)
            elif "file" in item:
                # Append file path
                file_path = Path(item["name"])
                file_paths.append(file_path)

        return file_paths

    def list_resources(
        self,
        sharepoint_site_name: Optional[str] = None,
        sharepoint_folder_path: Optional[str] = None,
        sharepoint_folder_id: Optional[str] = None,
        sharepoint_site_id: Optional[str] = None,
        recursive: bool = True,
    ) -> List[Path]:
        """
        Lists the files in the specified folder in the SharePoint site.

        Args:
            **kwargs: Additional keyword arguments.

        Returns:
            List[Path]: A list of paths of the files in the specified folder.

        Raises:
            Exception: If an error occurs while accessing SharePoint site.
        """
        # If no arguments are provided to load_data, default to the object attributes
        if not sharepoint_site_name:
            sharepoint_site_name = self.sharepoint_site_name

        if not sharepoint_folder_path:
            sharepoint_folder_path = self.sharepoint_folder_path

        if not sharepoint_folder_id:
            sharepoint_folder_id = self.sharepoint_folder_id

        if not sharepoint_site_id:
            sharepoint_site_id = self.sharepoint_site_id

        if not (sharepoint_site_name or sharepoint_site_id):
            raise ValueError(
                "sharepoint_site_name or sharepoint_site_id must be provided."
            )

        file_paths = []
        try:
            access_token = self._get_access_token()
            self._site_id_with_host_name = self._get_site_id_with_host_name(
                access_token, sharepoint_site_name
            )
            self._drive_id = self._get_drive_id()

            if sharepoint_folder_path:
                if not sharepoint_folder_id:
                    sharepoint_folder_id = self._get_sharepoint_folder_id(
                        sharepoint_folder_path
                    )
                # Fetch folder contents
                folder_contents = self._list_folder_contents(
                    sharepoint_folder_id,
                    recursive,
                    os.path.join(sharepoint_site_name, sharepoint_folder_path),
                )
                file_paths.extend(folder_contents)
            else:
                # Fetch drive contents
                drive_contents = self._list_drive_contents()
                file_paths.extend(drive_contents)
        except Exception as exp:
            logger.error("An error occurred while listing files in SharePoint: %s", exp)
            raise

        return file_paths

    def _get_item_from_path(self, input_file: Path) -> Dict[str, Any]:
        """
        Retrieves the item details for a specified file in SharePoint.

        Args:
            input_file (Path): The path of the file in SharePoint.
                Should include the SharePoint site name and the folder path. e.g. "site_name/folder_path/file_name".

        Returns:
            Dict[str, Any]: Dictionary containing the item details.
        """
        # Get the file ID
        # remove the site_name prefix
        parts = [part for part in input_file.parts if part != self.sharepoint_site_name]
        file_path = "/".join(parts)
        endpoint = f"{self._drive_id_endpoint}/{self._drive_id}/root:/{file_path}"

        response = requests.get(
            url=endpoint,
            headers=self._authorization_headers,
        )

        return response.json()

    def get_resource_info(self, resource_id: str, **kwargs) -> Dict:
        """
        Retrieves metadata for a specified file in SharePoint without downloading it.

        Args:
            input_file (Path): The path of the file in SharePoint. The path should include
                                the SharePoint site name and the folder path. e.g. "site_name/folder_path/file_name".
        """
        try:
            item = self._get_item_from_path(Path(resource_id))

            info_dict = {
                "file_path": resource_id,
                "size": item.get("size"),
                "created_at": item.get("createdDateTime"),
                "modified_at": item.get("lastModifiedDateTime"),
                "etag": item.get("eTag"),
            }

            if (
                self.attach_permission_metadata
            ):  # changes in access control should trigger a reingestion of the file
                permissions = self._get_permissions_info(item)
                info_dict.update(permissions)

            return {
                meta_key: meta_value
                for meta_key, meta_value in info_dict.items()
                if meta_value is not None
            }

        except Exception as exp:
            logger.error(
                "An error occurred while fetching file information from SharePoint: %s",
                exp,
            )
            raise

    def load_resource(self, resource_id: str, **kwargs) -> List[Document]:
        try:
            access_token = self._get_access_token()
            self._site_id_with_host_name = self._get_site_id_with_host_name(
                access_token, self.sharepoint_site_name
            )
            self._drive_id = self._get_drive_id()

            path = Path(resource_id)

            item = self._get_item_from_path(path)

            input_file_dir = path.parent

            with tempfile.TemporaryDirectory() as temp_dir:
                metadata = self._download_file(item, temp_dir, input_file_dir)
                return self._load_documents_with_metadata(
                    metadata, temp_dir, recursive=False
                )

        except Exception as exp:
            logger.error(
                "An error occurred while reading file from SharePoint: %s", exp
            )
            raise

    def read_file_content(self, input_file: Path, **kwargs) -> bytes:
        try:
            access_token = self._get_access_token()
            self._site_id_with_host_name = self._get_site_id_with_host_name(
                access_token, self.sharepoint_site_name
            )
            self._drive_id = self._get_drive_id()

            item = self._get_item_from_path(input_file)
            return self._get_file_content_by_url(item)

        except Exception as exp:
            logger.error(
                "An error occurred while reading file content from SharePoint: %s", exp
            )
            raise

load_data

load_data(sharepoint_site_name: Optional[str] = None, sharepoint_folder_path: Optional[str] = None, sharepoint_folder_id: Optional[str] = None, recursive: bool = True) -> List[Document]

Loads the files from the specified folder in the SharePoint site.

Parameters:

Name	Type	Description	Default
sharepoint_site_name	Optional[str]	The name of the SharePoint site.	None
sharepoint_folder_path	Optional[str]	The path of the folder in the SharePoint site.	None
recursive	bool	If True, files from all subfolders are downloaded.	True

Returns:

Type	Description
List[Document]	List[Document]: A list containing the documents with metadata.

Raises:

Type	Description
Exception	If an error occurs while accessing SharePoint site.

Source code in llama-index-integrations/readers/llama-index-readers-microsoft-sharepoint/llama_index/readers/microsoft_sharepoint/base.py

def load_data(
    self,
    sharepoint_site_name: Optional[str] = None,
    sharepoint_folder_path: Optional[str] = None,
    sharepoint_folder_id: Optional[str] = None,
    recursive: bool = True,
) -> List[Document]:
    """
    Loads the files from the specified folder in the SharePoint site.

    Args:
        sharepoint_site_name (Optional[str]): The name of the SharePoint site.
        sharepoint_folder_path (Optional[str]): The path of the folder in the SharePoint site.
        recursive (bool): If True, files from all subfolders are downloaded.

    Returns:
        List[Document]: A list containing the documents with metadata.

    Raises:
        Exception: If an error occurs while accessing SharePoint site.
    """
    # If no arguments are provided to load_data, default to the object attributes
    if not sharepoint_site_name:
        sharepoint_site_name = self.sharepoint_site_name

    if not sharepoint_folder_path:
        sharepoint_folder_path = self.sharepoint_folder_path

    if not sharepoint_folder_id:
        sharepoint_folder_id = self.sharepoint_folder_id

    # TODO: make both of these values optional — and just default to the client ID defaults
    if not (sharepoint_site_name or self.sharepoint_site_id):
        raise ValueError("sharepoint_site_name must be provided.")

    try:
        with tempfile.TemporaryDirectory() as temp_dir:
            files_metadata = self._download_files_from_sharepoint(
                temp_dir,
                sharepoint_site_name,
                sharepoint_folder_path,
                sharepoint_folder_id,
                recursive,
            )

            # return self.files_metadata
            return self._load_documents_with_metadata(
                files_metadata, temp_dir, recursive
            )

    except Exception as exp:
        logger.error("An error occurred while accessing SharePoint: %s", exp)

list_resources

list_resources(sharepoint_site_name: Optional[str] = None, sharepoint_folder_path: Optional[str] = None, sharepoint_folder_id: Optional[str] = None, sharepoint_site_id: Optional[str] = None, recursive: bool = True) -> List[Path]

Lists the files in the specified folder in the SharePoint site.

Parameters:

Name	Type	Description	Default
**kwargs		Additional keyword arguments.	required

Returns:

Type	Description
List[Path]	List[Path]: A list of paths of the files in the specified folder.

Raises:

Type	Description
Exception	If an error occurs while accessing SharePoint site.

Source code in llama-index-integrations/readers/llama-index-readers-microsoft-sharepoint/llama_index/readers/microsoft_sharepoint/base.py

def list_resources(
    self,
    sharepoint_site_name: Optional[str] = None,
    sharepoint_folder_path: Optional[str] = None,
    sharepoint_folder_id: Optional[str] = None,
    sharepoint_site_id: Optional[str] = None,
    recursive: bool = True,
) -> List[Path]:
    """
    Lists the files in the specified folder in the SharePoint site.

    Args:
        **kwargs: Additional keyword arguments.

    Returns:
        List[Path]: A list of paths of the files in the specified folder.

    Raises:
        Exception: If an error occurs while accessing SharePoint site.
    """
    # If no arguments are provided to load_data, default to the object attributes
    if not sharepoint_site_name:
        sharepoint_site_name = self.sharepoint_site_name

    if not sharepoint_folder_path:
        sharepoint_folder_path = self.sharepoint_folder_path

    if not sharepoint_folder_id:
        sharepoint_folder_id = self.sharepoint_folder_id

    if not sharepoint_site_id:
        sharepoint_site_id = self.sharepoint_site_id

    if not (sharepoint_site_name or sharepoint_site_id):
        raise ValueError(
            "sharepoint_site_name or sharepoint_site_id must be provided."
        )

    file_paths = []
    try:
        access_token = self._get_access_token()
        self._site_id_with_host_name = self._get_site_id_with_host_name(
            access_token, sharepoint_site_name
        )
        self._drive_id = self._get_drive_id()

        if sharepoint_folder_path:
            if not sharepoint_folder_id:
                sharepoint_folder_id = self._get_sharepoint_folder_id(
                    sharepoint_folder_path
                )
            # Fetch folder contents
            folder_contents = self._list_folder_contents(
                sharepoint_folder_id,
                recursive,
                os.path.join(sharepoint_site_name, sharepoint_folder_path),
            )
            file_paths.extend(folder_contents)
        else:
            # Fetch drive contents
            drive_contents = self._list_drive_contents()
            file_paths.extend(drive_contents)
    except Exception as exp:
        logger.error("An error occurred while listing files in SharePoint: %s", exp)
        raise

    return file_paths

get_resource_info

get_resource_info(resource_id: str, **kwargs) -> Dict

Retrieves metadata for a specified file in SharePoint without downloading it.

Parameters:

Name	Type	Description	Default
input_file	Path	The path of the file in SharePoint. The path should include the SharePoint site name and the folder path. e.g. "site_name/folder_path/file_name".	required

Source code in llama-index-integrations/readers/llama-index-readers-microsoft-sharepoint/llama_index/readers/microsoft_sharepoint/base.py

def get_resource_info(self, resource_id: str, **kwargs) -> Dict:
    """
    Retrieves metadata for a specified file in SharePoint without downloading it.

    Args:
        input_file (Path): The path of the file in SharePoint. The path should include
                            the SharePoint site name and the folder path. e.g. "site_name/folder_path/file_name".
    """
    try:
        item = self._get_item_from_path(Path(resource_id))

        info_dict = {
            "file_path": resource_id,
            "size": item.get("size"),
            "created_at": item.get("createdDateTime"),
            "modified_at": item.get("lastModifiedDateTime"),
            "etag": item.get("eTag"),
        }

        if (
            self.attach_permission_metadata
        ):  # changes in access control should trigger a reingestion of the file
            permissions = self._get_permissions_info(item)
            info_dict.update(permissions)

        return {
            meta_key: meta_value
            for meta_key, meta_value in info_dict.items()
            if meta_value is not None
        }

    except Exception as exp:
        logger.error(
            "An error occurred while fetching file information from SharePoint: %s",
            exp,
        )
        raise