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Updated excel_knowledge_source.py to account for excel files with multiple tabs. #1921

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142 changes: 128 additions & 14 deletions src/crewai/knowledge/source/excel_knowledge_source.py
Original file line number Diff line number Diff line change
@@ -1,28 +1,138 @@
from pathlib import Path
from typing import Dict, List
from typing import Dict, Iterator, List, Optional, Union
from urllib.parse import urlparse

from crewai.knowledge.source.base_file_knowledge_source import BaseFileKnowledgeSource
from pydantic import Field, field_validator

from crewai.knowledge.source.base_knowledge_source import BaseKnowledgeSource
from crewai.utilities.constants import KNOWLEDGE_DIRECTORY
from crewai.utilities.logger import Logger

class ExcelKnowledgeSource(BaseFileKnowledgeSource):

class ExcelKnowledgeSource(BaseKnowledgeSource):
"""A knowledge source that stores and queries Excel file content using embeddings."""

def load_content(self) -> Dict[Path, str]:
"""Load and preprocess Excel file content."""
pd = self._import_dependencies()
# override content to be a dict of file paths to sheet names to csv content

_logger: Logger = Logger(verbose=True)

file_path: Optional[Union[Path, List[Path], str, List[str]]] = Field(
default=None,
description="[Deprecated] The path to the file. Use file_paths instead.",
)
file_paths: Optional[Union[Path, List[Path], str, List[str]]] = Field(
default_factory=list, description="The path to the file"
)
chunks: List[str] = Field(default_factory=list)
content: Dict[Path, Dict[str, str]] = Field(default_factory=dict)
safe_file_paths: List[Path] = Field(default_factory=list)

@field_validator("file_path", "file_paths", mode="before")
def validate_file_path(cls, v, info):
"""Validate that at least one of file_path or file_paths is provided."""
# Single check if both are None, O(1) instead of nested conditions
if (
v is None
and info.data.get(
"file_path" if info.field_name == "file_paths" else "file_paths"
)
is None
):
raise ValueError("Either file_path or file_paths must be provided")
return v

def _process_file_paths(self) -> List[Path]:
"""Convert file_path to a list of Path objects."""

if hasattr(self, "file_path") and self.file_path is not None:
self._logger.log(
"warning",
"The 'file_path' attribute is deprecated and will be removed in a future version. Please use 'file_paths' instead.",
color="yellow",
)
self.file_paths = self.file_path

if self.file_paths is None:
raise ValueError("Your source must be provided with a file_paths: []")

# Convert single path to list
path_list: List[Union[Path, str]] = (
[self.file_paths]
if isinstance(self.file_paths, (str, Path))
else list(self.file_paths)
if isinstance(self.file_paths, list)
else []
)

if not path_list:
raise ValueError(
"file_path/file_paths must be a Path, str, or a list of these types"
)

return [self.convert_to_path(path) for path in path_list]

def validate_content(self):
"""Validate the paths."""
for path in self.safe_file_paths:
if not path.exists():
self._logger.log(
"error",
f"File not found: {path}. Try adding sources to the knowledge directory. If it's inside the knowledge directory, use the relative path.",
color="red",
)
raise FileNotFoundError(f"File not found: {path}")
if not path.is_file():
self._logger.log(
"error",
f"Path is not a file: {path}",
color="red",
)

def model_post_init(self, _) -> None:
if self.file_path:
self._logger.log(
"warning",
"The 'file_path' attribute is deprecated and will be removed in a future version. Please use 'file_paths' instead.",
color="yellow",
)
self.file_paths = self.file_path
self.safe_file_paths = self._process_file_paths()
self.validate_content()
self.content = self._load_content()

def _load_content(self) -> Dict[Path, Dict[str, str]]:
"""Load and preprocess Excel file content from multiple sheets.

Each sheet's content is converted to CSV format and stored.

Returns:
Dict[Path, Dict[str, str]]: A mapping of file paths to their respective sheet contents.

Raises:
ImportError: If required dependencies are missing.
FileNotFoundError: If the specified Excel file cannot be opened.
"""
pd = self._import_dependencies()
content_dict = {}
for file_path in self.safe_file_paths:
file_path = self.convert_to_path(file_path)
df = pd.read_excel(file_path)
content = df.to_csv(index=False)
content_dict[file_path] = content
with pd.ExcelFile(file_path) as xl:
sheet_dict = {
str(sheet_name): str(
pd.read_excel(xl, sheet_name).to_csv(index=False)
)
for sheet_name in xl.sheet_names
}
content_dict[file_path] = sheet_dict
return content_dict

def convert_to_path(self, path: Union[Path, str]) -> Path:
"""Convert a path to a Path object."""
return Path(KNOWLEDGE_DIRECTORY + "/" + path) if isinstance(path, str) else path

def _import_dependencies(self):
"""Dynamically import dependencies."""
try:
import openpyxl # noqa
import pandas as pd

return pd
Expand All @@ -38,10 +148,14 @@ def add(self) -> None:
and save the embeddings.
"""
# Convert dictionary values to a single string if content is a dictionary
if isinstance(self.content, dict):
content_str = "\n".join(str(value) for value in self.content.values())
else:
content_str = str(self.content)
# Updated to account for .xlsx workbooks with multiple tabs/sheets
content_str = ""
for value in self.content.values():
if isinstance(value, dict):
for sheet_value in value.values():
content_str += str(sheet_value) + "\n"
else:
content_str += str(value) + "\n"

new_chunks = self._chunk_text(content_str)
self.chunks.extend(new_chunks)
Expand Down