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pypdf_pdfplumber_reportlab_pdf_manipulation_toolkit_with_form_filling.py
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pypdf_pdfplumber_reportlab_pdf_manipulation_toolkit_with_form_filling.py
1# SKILL.md
2
3---
4name: pdf
5description: Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.
6license: Proprietary. LICENSE.txt has complete terms
7---
8
9# PDF Processing Guide
10
11## Overview
12
13This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see reference.md. If you need to fill out a PDF form, read forms.md and follow its instructions.
14
15## Quick Start
16
17```python
18from pypdf import PdfReader, PdfWriter
19
20# Read a PDF
21reader = PdfReader("document.pdf")
22print(f"Pages: {len(reader.pages)}")
23
24# Extract text
25text = ""
26for page in reader.pages:
27 text += page.extract_text()
28```
29
30## Python Libraries
31
32### pypdf - Basic Operations
33
34#### Merge PDFs
35```python
36from pypdf import PdfWriter, PdfReader
37
38writer = PdfWriter()
39for pdf_file in ["doc1.pdf", "doc2.pdf", "doc3.pdf"]:
40 reader = PdfReader(pdf_file)
41 for page in reader.pages:
42 writer.add_page(page)
43
44with open("merged.pdf", "wb") as output:
45 writer.write(output)
46```
47
48#### Split PDF
49```python
50reader = PdfReader("input.pdf")
51for i, page in enumerate(reader.pages):
52 writer = PdfWriter()
53 writer.add_page(page)
54 with open(f"page_{i+1}.pdf", "wb") as output:
55 writer.write(output)
56```
57
58#### Extract Metadata
59```python
60reader = PdfReader("document.pdf")
61meta = reader.metadata
62print(f"Title: {meta.title}")
63print(f"Author: {meta.author}")
64print(f"Subject: {meta.subject}")
65print(f"Creator: {meta.creator}")
66```
67
68#### Rotate Pages
69```python
70reader = PdfReader("input.pdf")
71writer = PdfWriter()
72
73page = reader.pages[0]
74page.rotate(90) # Rotate 90 degrees clockwise
75writer.add_page(page)
76
77with open("rotated.pdf", "wb") as output:
78 writer.write(output)
79```
80
81### pdfplumber - Text and Table Extraction
82
83#### Extract Text with Layout
84```python
85import pdfplumber
86
87with pdfplumber.open("document.pdf") as pdf:
88 for page in pdf.pages:
89 text = page.extract_text()
90 print(text)
91```
92
93#### Extract Tables
94```python
95with pdfplumber.open("document.pdf") as pdf:
96 for i, page in enumerate(pdf.pages):
97 tables = page.extract_tables()
98 for j, table in enumerate(tables):
99 print(f"Table {j+1} on page {i+1}:")
100 for row in table:
101 print(row)
102```
103
104#### Advanced Table Extraction
105```python
106import pandas as pd
107
108with pdfplumber.open("document.pdf") as pdf:
109 all_tables = []
110 for page in pdf.pages:
111 tables = page.extract_tables()
112 for table in tables:
113 if table: # Check if table is not empty
114 df = pd.DataFrame(table[1:], columns=table[0])
115 all_tables.append(df)
116
117# Combine all tables
118if all_tables:
119 combined_df = pd.concat(all_tables, ignore_index=True)
120 combined_df.to_excel("extracted_tables.xlsx", index=False)
121```
122
123### reportlab - Create PDFs
124
125#### Basic PDF Creation
126```python
127from reportlab.lib.pagesizes import letter
128from reportlab.pdfgen import canvas
129
130c = canvas.Canvas("hello.pdf", pagesize=letter)
131width, height = letter
132
133# Add text
134c.drawString(100, height - 100, "Hello World!")
135c.drawString(100, height - 120, "This is a PDF created with reportlab")
136
137# Add a line
138c.line(100, height - 140, 400, height - 140)
139
140# Save
141c.save()
142```
143
144#### Create PDF with Multiple Pages
145```python
146from reportlab.lib.pagesizes import letter
147from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, PageBreak
148from reportlab.lib.styles import getSampleStyleSheet
149
150doc = SimpleDocTemplate("report.pdf", pagesize=letter)
151styles = getSampleStyleSheet()
152story = []
153
154# Add content
155title = Paragraph("Report Title", styles['Title'])
156story.append(title)
157story.append(Spacer(1, 12))
158
159body = Paragraph("This is the body of the report. " * 20, styles['Normal'])
160story.append(body)
161story.append(PageBreak())
162
163# Page 2
164story.append(Paragraph("Page 2", styles['Heading1']))
165story.append(Paragraph("Content for page 2", styles['Normal']))
166
167# Build PDF
168doc.build(story)
169```
170
171## Command-Line Tools
172
173### pdftotext (poppler-utils)
174```bash
175# Extract text
176pdftotext input.pdf output.txt
177
178# Extract text preserving layout
179pdftotext -layout input.pdf output.txt
180
181# Extract specific pages
182pdftotext -f 1 -l 5 input.pdf output.txt # Pages 1-5
183```
184
185### qpdf
186```bash
187# Merge PDFs
188qpdf --empty --pages file1.pdf file2.pdf -- merged.pdf
189
190# Split pages
191qpdf input.pdf --pages . 1-5 -- pages1-5.pdf
192qpdf input.pdf --pages . 6-10 -- pages6-10.pdf
193
194# Rotate pages
195qpdf input.pdf output.pdf --rotate=+90:1 # Rotate page 1 by 90 degrees
196
197# Remove password
198qpdf --password=mypassword --decrypt encrypted.pdf decrypted.pdf
199```
200
201### pdftk (if available)
202```bash
203# Merge
204pdftk file1.pdf file2.pdf cat output merged.pdf
205
206# Split
207pdftk input.pdf burst
208
209# Rotate
210pdftk input.pdf rotate 1east output rotated.pdf
211```
212
213## Common Tasks
214
215### Extract Text from Scanned PDFs
216```python
217# Requires: pip install pytesseract pdf2image
218import pytesseract
219from pdf2image import convert_from_path
220
221# Convert PDF to images
222images = convert_from_path('scanned.pdf')
223
224# OCR each page
225text = ""
226for i, image in enumerate(images):
227 text += f"Page {i+1}:\n"
228 text += pytesseract.image_to_string(image)
229 text += "\n\n"
230
231print(text)
232```
233
234### Add Watermark
235```python
236from pypdf import PdfReader, PdfWriter
237
238# Create watermark (or load existing)
239watermark = PdfReader("watermark.pdf").pages[0]
240
241# Apply to all pages
242reader = PdfReader("document.pdf")
243writer = PdfWriter()
244
245for page in reader.pages:
246 page.merge_page(watermark)
247 writer.add_page(page)
248
249with open("watermarked.pdf", "wb") as output:
250 writer.write(output)
251```
252
253### Extract Images
254```bash
255# Using pdfimages (poppler-utils)
256pdfimages -j input.pdf output_prefix
257
258# This extracts all images as output_prefix-000.jpg, output_prefix-001.jpg, etc.
259```
260
261### Password Protection
262```python
263from pypdf import PdfReader, PdfWriter
264
265reader = PdfReader("input.pdf")
266writer = PdfWriter()
267
268for page in reader.pages:
269 writer.add_page(page)
270
271# Add password
272writer.encrypt("userpassword", "ownerpassword")
273
274with open("encrypted.pdf", "wb") as output:
275 writer.write(output)
276```
277
278## Quick Reference
279
280| Task | Best Tool | Command/Code |
281|------|-----------|--------------|
282| Merge PDFs | pypdf | `writer.add_page(page)` |
283| Split PDFs | pypdf | One page per file |
284| Extract text | pdfplumber | `page.extract_text()` |
285| Extract tables | pdfplumber | `page.extract_tables()` |
286| Create PDFs | reportlab | Canvas or Platypus |
287| Command line merge | qpdf | `qpdf --empty --pages ...` |
288| OCR scanned PDFs | pytesseract | Convert to image first |
289| Fill PDF forms | pdf-lib or pypdf (see forms.md) | See forms.md |
290
291## Next Steps
292
293- For advanced pypdfium2 usage, see reference.md
294- For JavaScript libraries (pdf-lib), see reference.md
295- If you need to fill out a PDF form, follow the instructions in forms.md
296- For troubleshooting guides, see reference.md
297
298
299
300# check_bounding_boxes.py
301
302```python
303from dataclasses import dataclass
304import json
305import sys
306
307
308# Script to check that the `fields.json` file that Claude creates when analyzing PDFs
309# does not have overlapping bounding boxes. See forms.md.
310
311
312@dataclass
313class RectAndField:
314 rect: list[float]
315 rect_type: str
316 field: dict
317
318
319# Returns a list of messages that are printed to stdout for Claude to read.
320def get_bounding_box_messages(fields_json_stream) -> list[str]:
321 messages = []
322 fields = json.load(fields_json_stream)
323 messages.append(f"Read {len(fields['form_fields'])} fields")
324
325 def rects_intersect(r1, r2):
326 disjoint_horizontal = r1[0] >= r2[2] or r1[2] <= r2[0]
327 disjoint_vertical = r1[1] >= r2[3] or r1[3] <= r2[1]
328 return not (disjoint_horizontal or disjoint_vertical)
329
330 rects_and_fields = []
331 for f in fields["form_fields"]:
332 rects_and_fields.append(RectAndField(f["label_bounding_box"], "label", f))
333 rects_and_fields.append(RectAndField(f["entry_bounding_box"], "entry", f))
334
335 has_error = False
336 for i, ri in enumerate(rects_and_fields):
337 # This is O(N^2); we can optimize if it becomes a problem.
338 for j in range(i + 1, len(rects_and_fields)):
339 rj = rects_and_fields[j]
340 if ri.field["page_number"] == rj.field["page_number"] and rects_intersect(ri.rect, rj.rect):
341 has_error = True
342 if ri.field is rj.field:
343 messages.append(f"FAILURE: intersection between label and entry bounding boxes for `{ri.field['description']}` ({ri.rect}, {rj.rect})")
344 else:
345 messages.append(f"FAILURE: intersection between {ri.rect_type} bounding box for `{ri.field['description']}` ({ri.rect}) and {rj.rect_type} bounding box for `{rj.field['description']}` ({rj.rect})")
346 if len(messages) >= 20:
347 messages.append("Aborting further checks; fix bounding boxes and try again")
348 return messages
349 if ri.rect_type == "entry":
350 if "entry_text" in ri.field:
351 font_size = ri.field["entry_text"].get("font_size", 14)
352 entry_height = ri.rect[3] - ri.rect[1]
353 if entry_height < font_size:
354 has_error = True
355 messages.append(f"FAILURE: entry bounding box height ({entry_height}) for `{ri.field['description']}` is too short for the text content (font size: {font_size}). Increase the box height or decrease the font size.")
356 if len(messages) >= 20:
357 messages.append("Aborting further checks; fix bounding boxes and try again")
358 return messages
359
360 if not has_error:
361 messages.append("SUCCESS: All bounding boxes are valid")
362 return messages
363
364if __name__ == "__main__":
365 if len(sys.argv) != 2:
366 print("Usage: check_bounding_boxes.py [fields.json]")
367 sys.exit(1)
368 # Input file should be in the `fields.json` format described in forms.md.
369 with open(sys.argv[1]) as f:
370 messages = get_bounding_box_messages(f)
371 for msg in messages:
372 print(msg)
373
374```
375
376
377# check_bounding_boxes_test.py
378
379```python
380import unittest
381import json
382import io
383from check_bounding_boxes import get_bounding_box_messages
384
385
386# Currently this is not run automatically in CI; it's just for documentation and manual checking.
387class TestGetBoundingBoxMessages(unittest.TestCase):
388
389 def create_json_stream(self, data):
390 """Helper to create a JSON stream from data"""
391 return io.StringIO(json.dumps(data))
392
393 def test_no_intersections(self):
394 """Test case with no bounding box intersections"""
395 data = {
396 "form_fields": [
397 {
398 "description": "Name",
399 "page_number": 1,
400 "label_bounding_box": [10, 10, 50, 30],
401 "entry_bounding_box": [60, 10, 150, 30]
402 },
403 {
404 "description": "Email",
405 "page_number": 1,
406 "label_bounding_box": [10, 40, 50, 60],
407 "entry_bounding_box": [60, 40, 150, 60]
408 }
409 ]
410 }
411
412 stream = self.create_json_stream(data)
413 messages = get_bounding_box_messages(stream)
414 self.assertTrue(any("SUCCESS" in msg for msg in messages))
415 self.assertFalse(any("FAILURE" in msg for msg in messages))
416
417 def test_label_entry_intersection_same_field(self):
418 """Test intersection between label and entry of the same field"""
419 data = {
420 "form_fields": [
421 {
422 "description": "Name",
423 "page_number": 1,
424 "label_bounding_box": [10, 10, 60, 30],
425 "entry_bounding_box": [50, 10, 150, 30] # Overlaps with label
426 }
427 ]
428 }
429
430 stream = self.create_json_stream(data)
431 messages = get_bounding_box_messages(stream)
432 self.assertTrue(any("FAILURE" in msg and "intersection" in msg for msg in messages))
433 self.assertFalse(any("SUCCESS" in msg for msg in messages))
434
435 def test_intersection_between_different_fields(self):
436 """Test intersection between bounding boxes of different fields"""
437 data = {
438 "form_fields": [
439 {
440 "description": "Name",
441 "page_number": 1,
442 "label_bounding_box": [10, 10, 50, 30],
443 "entry_bounding_box": [60, 10, 150, 30]
444 },
445 {
446 "description": "Email",
447 "page_number": 1,
448 "label_bounding_box": [40, 20, 80, 40], # Overlaps with Name's boxes
449 "entry_bounding_box": [160, 10, 250, 30]
450 }
451 ]
452 }
453
454 stream = self.create_json_stream(data)
455 messages = get_bounding_box_messages(stream)
456 self.assertTrue(any("FAILURE" in msg and "intersection" in msg for msg in messages))
457 self.assertFalse(any("SUCCESS" in msg for msg in messages))
458
459 def test_different_pages_no_intersection(self):
460 """Test that boxes on different pages don't count as intersecting"""
461 data = {
462 "form_fields": [
463 {
464 "description": "Name",
465 "page_number": 1,
466 "label_bounding_box": [10, 10, 50, 30],
467 "entry_bounding_box": [60, 10, 150, 30]
468 },
469 {
470 "description": "Email",
471 "page_number": 2,
472 "label_bounding_box": [10, 10, 50, 30], # Same coordinates but different page
473 "entry_bounding_box": [60, 10, 150, 30]
474 }
475 ]
476 }
477
478 stream = self.create_json_stream(data)
479 messages = get_bounding_box_messages(stream)
480 self.assertTrue(any("SUCCESS" in msg for msg in messages))
481 self.assertFalse(any("FAILURE" in msg for msg in messages))
482
483 def test_entry_height_too_small(self):
484 """Test that entry box height is checked against font size"""
485 data = {
486 "form_fields": [
487 {
488 "description": "Name",
489 "page_number": 1,
490 "label_bounding_box": [10, 10, 50, 30],
491 "entry_bounding_box": [60, 10, 150, 20], # Height is 10
492 "entry_text": {
493 "font_size": 14 # Font size larger than height
494 }
495 }
496 ]
497 }
498
499 stream = self.create_json_stream(data)
500 messages = get_bounding_box_messages(stream)
501 self.assertTrue(any("FAILURE" in msg and "height" in msg for msg in messages))
502 self.assertFalse(any("SUCCESS" in msg for msg in messages))
503
504 def test_entry_height_adequate(self):
505 """Test that adequate entry box height passes"""
506 data = {
507 "form_fields": [
508 {
509 "description": "Name",
510 "page_number": 1,
511 "label_bounding_box": [10, 10, 50, 30],
512 "entry_bounding_box": [60, 10, 150, 30], # Height is 20
513 "entry_text": {
514 "font_size": 14 # Font size smaller than height
515 }
516 }
517 ]
518 }
519
520 stream = self.create_json_stream(data)
521 messages = get_bounding_box_messages(stream)
522 self.assertTrue(any("SUCCESS" in msg for msg in messages))
523 self.assertFalse(any("FAILURE" in msg for msg in messages))
524
525 def test_default_font_size(self):
526 """Test that default font size is used when not specified"""
527 data = {
528 "form_fields": [
529 {
530 "description": "Name",
531 "page_number": 1,
532 "label_bounding_box": [10, 10, 50, 30],
533 "entry_bounding_box": [60, 10, 150, 20], # Height is 10
534 "entry_text": {} # No font_size specified, should use default 14
535 }
536 ]
537 }
538
539 stream = self.create_json_stream(data)
540 messages = get_bounding_box_messages(stream)
541 self.assertTrue(any("FAILURE" in msg and "height" in msg for msg in messages))
542 self.assertFalse(any("SUCCESS" in msg for msg in messages))
543
544 def test_no_entry_text(self):
545 """Test that missing entry_text doesn't cause height check"""
546 data = {
547 "form_fields": [
548 {
549 "description": "Name",
550 "page_number": 1,
551 "label_bounding_box": [10, 10, 50, 30],
552 "entry_bounding_box": [60, 10, 150, 20] # Small height but no entry_text
553 }
554 ]
555 }
556
557 stream = self.create_json_stream(data)
558 messages = get_bounding_box_messages(stream)
559 self.assertTrue(any("SUCCESS" in msg for msg in messages))
560 self.assertFalse(any("FAILURE" in msg for msg in messages))
561
562 def test_multiple_errors_limit(self):
563 """Test that error messages are limited to prevent excessive output"""
564 fields = []
565 # Create many overlapping fields
566 for i in range(25):
567 fields.append({
568 "description": f"Field{i}",
569 "page_number": 1,
570 "label_bounding_box": [10, 10, 50, 30], # All overlap
571 "entry_bounding_box": [20, 15, 60, 35] # All overlap
572 })
573
574 data = {"form_fields": fields}
575
576 stream = self.create_json_stream(data)
577 messages = get_bounding_box_messages(stream)
578 # Should abort after ~20 messages
579 self.assertTrue(any("Aborting" in msg for msg in messages))
580 # Should have some FAILURE messages but not hundreds
581 failure_count = sum(1 for msg in messages if "FAILURE" in msg)
582 self.assertGreater(failure_count, 0)
583 self.assertLess(len(messages), 30) # Should be limited
584
585 def test_edge_touching_boxes(self):
586 """Test that boxes touching at edges don't count as intersecting"""
587 data = {
588 "form_fields": [
589 {
590 "description": "Name",
591 "page_number": 1,
592 "label_bounding_box": [10, 10, 50, 30],
593 "entry_bounding_box": [50, 10, 150, 30] # Touches at x=50
594 }
595 ]
596 }
597
598 stream = self.create_json_stream(data)
599 messages = get_bounding_box_messages(stream)
600 self.assertTrue(any("SUCCESS" in msg for msg in messages))
601 self.assertFalse(any("FAILURE" in msg for msg in messages))
602
603
604if __name__ == '__main__':
605 unittest.main()
606
607```
608
609
610# check_fillable_fields.py
611
612```python
613import sys
614from pypdf import PdfReader
615
616
617# Script for Claude to run to determine whether a PDF has fillable form fields. See forms.md.
618
619
620reader = PdfReader(sys.argv[1])
621if (reader.get_fields()):
622 print("This PDF has fillable form fields")
623else:
624 print("This PDF does not have fillable form fields; you will need to visually determine where to enter data")
625
626```
627
628
629# convert_pdf_to_images.py
630
631```python
632import os
633import sys
634
635from pdf2image import convert_from_path
636
637
638# Converts each page of a PDF to a PNG image.
639
640
641def convert(pdf_path, output_dir, max_dim=1000):
642 images = convert_from_path(pdf_path, dpi=200)
643
644 for i, image in enumerate(images):
645 # Scale image if needed to keep width/height under `max_dim`
646 width, height = image.size
647 if width > max_dim or height > max_dim:
648 scale_factor = min(max_dim / width, max_dim / height)
649 new_width = int(width * scale_factor)
650 new_height = int(height * scale_factor)
651 image = image.resize((new_width, new_height))
652
653 image_path = os.path.join(output_dir, f"page_{i+1}.png")
654 image.save(image_path)
655 print(f"Saved page {i+1} as {image_path} (size: {image.size})")
656
657 print(f"Converted {len(images)} pages to PNG images")
658
659
660if __name__ == "__main__":
661 if len(sys.argv) != 3:
662 print("Usage: convert_pdf_to_images.py [input pdf] [output directory]")
663 sys.exit(1)
664 pdf_path = sys.argv[1]
665 output_directory = sys.argv[2]
666 convert(pdf_path, output_directory)
667
668```
669
670
671# create_validation_image.py
672
673```python
674import json
675import sys
676
677from PIL import Image, ImageDraw
678
679
680# Creates "validation" images with rectangles for the bounding box information that
681# Claude creates when determining where to add text annotations in PDFs. See forms.md.
682
683
684def create_validation_image(page_number, fields_json_path, input_path, output_path):
685 # Input file should be in the `fields.json` format described in forms.md.
686 with open(fields_json_path, 'r') as f:
687 data = json.load(f)
688
689 img = Image.open(input_path)
690 draw = ImageDraw.Draw(img)
691 num_boxes = 0
692
693 for field in data["form_fields"]:
694 if field["page_number"] == page_number:
695 entry_box = field['entry_bounding_box']
696 label_box = field['label_bounding_box']
697 # Draw red rectangle over entry bounding box and blue rectangle over the label.
698 draw.rectangle(entry_box, outline='red', width=2)
699 draw.rectangle(label_box, outline='blue', width=2)
700 num_boxes += 2
701
702 img.save(output_path)
703 print(f"Created validation image at {output_path} with {num_boxes} bounding boxes")
704
705
706if __name__ == "__main__":
707 if len(sys.argv) != 5:
708 print("Usage: create_validation_image.py [page number] [fields.json file] [input image path] [output image path]")
709 sys.exit(1)
710 page_number = int(sys.argv[1])
711 fields_json_path = sys.argv[2]
712 input_image_path = sys.argv[3]
713 output_image_path = sys.argv[4]
714 create_validation_image(page_number, fields_json_path, input_image_path, output_image_path)
715
716```
717
718
719# extract_form_field_info.py
720
721```python
722import json
723import sys
724
725from pypdf import PdfReader
726
727
728# Extracts data for the fillable form fields in a PDF and outputs JSON that
729# Claude uses to fill the fields. See forms.md.
730
731
732# This matches the format used by PdfReader `get_fields` and `update_page_form_field_values` methods.
733def get_full_annotation_field_id(annotation):
734 components = []
735 while annotation:
736 field_name = annotation.get('/T')
737 if field_name:
738 components.append(field_name)
739 annotation = annotation.get('/Parent')
740 return ".".join(reversed(components)) if components else None
741
742
743def make_field_dict(field, field_id):
744 field_dict = {"field_id": field_id}
745 ft = field.get('/FT')
746 if ft == "/Tx":
747 field_dict["type"] = "text"
748 elif ft == "/Btn":
749 field_dict["type"] = "checkbox" # radio groups handled separately
750 states = field.get("/_States_", [])
751 if len(states) == 2:
752 # "/Off" seems to always be the unchecked value, as suggested by
753 # https://opensource.adobe.com/dc-acrobat-sdk-docs/standards/pdfstandards/pdf/PDF32000_2008.pdf#page=448
754 # It can be either first or second in the "/_States_" list.
755 if "/Off" in states:
756 field_dict["checked_value"] = states[0] if states[0] != "/Off" else states[1]
757 field_dict["unchecked_value"] = "/Off"
758 else:
759 print(f"Unexpected state values for checkbox `${field_id}`. Its checked and unchecked values may not be correct; if you're trying to check it, visually verify the results.")
760 field_dict["checked_value"] = states[0]
761 field_dict["unchecked_value"] = states[1]
762 elif ft == "/Ch":
763 field_dict["type"] = "choice"
764 states = field.get("/_States_", [])
765 field_dict["choice_options"] = [{
766 "value": state[0],
767 "text": state[1],
768 } for state in states]
769 else:
770 field_dict["type"] = f"unknown ({ft})"
771 return field_dict
772
773
774# Returns a list of fillable PDF fields:
775# [
776# {
777# "field_id": "name",
778# "page": 1,
779# "type": ("text", "checkbox", "radio_group", or "choice")
780# // Per-type additional fields described in forms.md
781# },
782# ]
783def get_field_info(reader: PdfReader):
784 fields = reader.get_fields()
785
786 field_info_by_id = {}
787 possible_radio_names = set()
788
789 for field_id, field in fields.items():
790 # Skip if this is a container field with children, except that it might be
791 # a parent group for radio button options.
792 if field.get("/Kids"):
793 if field.get("/FT") == "/Btn":
794 possible_radio_names.add(field_id)
795 continue
796 field_info_by_id[field_id] = make_field_dict(field, field_id)
797
798 # Bounding rects are stored in annotations in page objects.
799
800 # Radio button options have a separate annotation for each choice;
801 # all choices have the same field name.
802 # See https://westhealth.github.io/exploring-fillable-forms-with-pdfrw.html
803 radio_fields_by_id = {}
804
805 for page_index, page in enumerate(reader.pages):
806 annotations = page.get('/Annots', [])
807 for ann in annotations:
808 field_id = get_full_annotation_field_id(ann)
809 if field_id in field_info_by_id:
810 field_info_by_id[field_id]["page"] = page_index + 1
811 field_info_by_id[field_id]["rect"] = ann.get('/Rect')
812 elif field_id in possible_radio_names:
813 try:
814 # ann['/AP']['/N'] should have two items. One of them is '/Off',
815 # the other is the active value.
816 on_values = [v for v in ann["/AP"]["/N"] if v != "/Off"]
817 except KeyError:
818 continue
819 if len(on_values) == 1:
820 rect = ann.get("/Rect")
821 if field_id not in radio_fields_by_id:
822 radio_fields_by_id[field_id] = {
823 "field_id": field_id,
824 "type": "radio_group",
825 "page": page_index + 1,
826 "radio_options": [],
827 }
828 # Note: at least on macOS 15.7, Preview.app doesn't show selected
829 # radio buttons correctly. (It does if you remove the leading slash
830 # from the value, but that causes them not to appear correctly in
831 # Chrome/Firefox/Acrobat/etc).
832 radio_fields_by_id[field_id]["radio_options"].append({
833 "value": on_values[0],
834 "rect": rect,
835 })
836
837 # Some PDFs have form field definitions without corresponding annotations,
838 # so we can't tell where they are. Ignore these fields for now.
839 fields_with_location = []
840 for field_info in field_info_by_id.values():
841 if "page" in field_info:
842 fields_with_location.append(field_info)
843 else:
844 print(f"Unable to determine location for field id: {field_info.get('field_id')}, ignoring")
845
846 # Sort by page number, then Y position (flipped in PDF coordinate system), then X.
847 def sort_key(f):
848 if "radio_options" in f:
849 rect = f["radio_options"][0]["rect"] or [0, 0, 0, 0]
850 else:
851 rect = f.get("rect") or [0, 0, 0, 0]
852 adjusted_position = [-rect[1], rect[0]]
853 return [f.get("page"), adjusted_position]
854
855 sorted_fields = fields_with_location + list(radio_fields_by_id.values())
856 sorted_fields.sort(key=sort_key)
857
858 return sorted_fields
859
860
861def write_field_info(pdf_path: str, json_output_path: str):
862 reader = PdfReader(pdf_path)
863 field_info = get_field_info(reader)
864 with open(json_output_path, "w") as f:
865 json.dump(field_info, f, indent=2)
866 print(f"Wrote {len(field_info)} fields to {json_output_path}")
867
868
869if __name__ == "__main__":
870 if len(sys.argv) != 3:
871 print("Usage: extract_form_field_info.py [input pdf] [output json]")
872 sys.exit(1)
873 write_field_info(sys.argv[1], sys.argv[2])
874
875```
876
877
878# fill_fillable_fields.py
879
880```python
881import json
882import sys
883
884from pypdf import PdfReader, PdfWriter
885
886from extract_form_field_info import get_field_info
887
888
889# Fills fillable form fields in a PDF. See forms.md.
890
891
892def fill_pdf_fields(input_pdf_path: str, fields_json_path: str, output_pdf_path: str):
893 with open(fields_json_path) as f:
894 fields = json.load(f)
895 # Group by page number.
896 fields_by_page = {}
897 for field in fields:
898 if "value" in field:
899 field_id = field["field_id"]
900 page = field["page"]
901 if page not in fields_by_page:
902 fields_by_page[page] = {}
903 fields_by_page[page][field_id] = field["value"]
904
905 reader = PdfReader(input_pdf_path)
906
907 has_error = False
908 field_info = get_field_info(reader)
909 fields_by_ids = {f["field_id"]: f for f in field_info}
910 for field in fields:
911 existing_field = fields_by_ids.get(field["field_id"])
912 if not existing_field:
913 has_error = True
914 print(f"ERROR: `{field['field_id']}` is not a valid field ID")
915 elif field["page"] != existing_field["page"]:
916 has_error = True
917 print(f"ERROR: Incorrect page number for `{field['field_id']}` (got {field['page']}, expected {existing_field['page']})")
918 else:
919 if "value" in field:
920 err = validation_error_for_field_value(existing_field, field["value"])
921 if err:
922 print(err)
923 has_error = True
924 if has_error:
925 sys.exit(1)
926
927 writer = PdfWriter(clone_from=reader)
928 for page, field_values in fields_by_page.items():
929 writer.update_page_form_field_values(writer.pages[page - 1], field_values, auto_regenerate=False)
930
931 # This seems to be necessary for many PDF viewers to format the form values correctly.
932 # It may cause the viewer to show a "save changes" dialog even if the user doesn't make any changes.
933 writer.set_need_appearances_writer(True)
934
935 with open(output_pdf_path, "wb") as f:
936 writer.write(f)
937
938
939def validation_error_for_field_value(field_info, field_value):
940 field_type = field_info["type"]
941 field_id = field_info["field_id"]
942 if field_type == "checkbox":
943 checked_val = field_info["checked_value"]
944 unchecked_val = field_info["unchecked_value"]
945 if field_value != checked_val and field_value != unchecked_val:
946 return f'ERROR: Invalid value "{field_value}" for checkbox field "{field_id}". The checked value is "{checked_val}" and the unchecked value is "{unchecked_val}"'
947 elif field_type == "radio_group":
948 option_values = [opt["value"] for opt in field_info["radio_options"]]
949 if field_value not in option_values:
950 return f'ERROR: Invalid value "{field_value}" for radio group field "{field_id}". Valid values are: {option_values}'
951 elif field_type == "choice":
952 choice_values = [opt["value"] for opt in field_info["choice_options"]]
953 if field_value not in choice_values:
954 return f'ERROR: Invalid value "{field_value}" for choice field "{field_id}". Valid values are: {choice_values}'
955 return None
956
957
958# pypdf (at least version 5.7.0) has a bug when setting the value for a selection list field.
959# In _writer.py around line 966:
960#
961# if field.get(FA.FT, "/Tx") == "/Ch" and field_flags & FA.FfBits.Combo == 0:
962# txt = "\n".join(annotation.get_inherited(FA.Opt, []))
963#
964# The problem is that for selection lists, `get_inherited` returns a list of two-element lists like
965# [["value1", "Text 1"], ["value2", "Text 2"], ...]
966# This causes `join` to throw a TypeError because it expects an iterable of strings.
967# The horrible workaround is to patch `get_inherited` to return a list of the value strings.
968# We call the original method and adjust the return value only if the argument to `get_inherited`
969# is `FA.Opt` and if the return value is a list of two-element lists.
970def monkeypatch_pydpf_method():
971 from pypdf.generic import DictionaryObject
972 from pypdf.constants import FieldDictionaryAttributes
973
974 original_get_inherited = DictionaryObject.get_inherited
975
976 def patched_get_inherited(self, key: str, default = None):
977 result = original_get_inherited(self, key, default)
978 if key == FieldDictionaryAttributes.Opt:
979 if isinstance(result, list) and all(isinstance(v, list) and len(v) == 2 for v in result):
980 result = [r[0] for r in result]
981 return result
982
983 DictionaryObject.get_inherited = patched_get_inherited
984
985
986if __name__ == "__main__":
987 if len(sys.argv) != 4:
988 print("Usage: fill_fillable_fields.py [input pdf] [field_values.json] [output pdf]")
989 sys.exit(1)
990 monkeypatch_pydpf_method()
991 input_pdf = sys.argv[1]
992 fields_json = sys.argv[2]
993 output_pdf = sys.argv[3]
994 fill_pdf_fields(input_pdf, fields_json, output_pdf)
995
996```
997
998
999# fill_pdf_form_with_annotations.py
1000
1001```python
1002import json
1003import sys
1004
1005from pypdf import PdfReader, PdfWriter
1006from pypdf.annotations import FreeText
1007
1008
1009# Fills a PDF by adding text annotations defined in `fields.json`. See forms.md.
1010
1011
1012def transform_coordinates(bbox, image_width, image_height, pdf_width, pdf_height):
1013 """Transform bounding box from image coordinates to PDF coordinates"""
1014 # Image coordinates: origin at top-left, y increases downward
1015 # PDF coordinates: origin at bottom-left, y increases upward
1016 x_scale = pdf_width / image_width
1017 y_scale = pdf_height / image_height
1018
1019 left = bbox[0] * x_scale
1020 right = bbox[2] * x_scale
1021
1022 # Flip Y coordinates for PDF
1023 top = pdf_height - (bbox[1] * y_scale)
1024 bottom = pdf_height - (bbox[3] * y_scale)
1025
1026 return left, bottom, right, top
1027
1028
1029def fill_pdf_form(input_pdf_path, fields_json_path, output_pdf_path):
1030 """Fill the PDF form with data from fields.json"""
1031
1032 # `fields.json` format described in forms.md.
1033 with open(fields_json_path, "r") as f:
1034 fields_data = json.load(f)
1035
1036 # Open the PDF
1037 reader = PdfReader(input_pdf_path)
1038 writer = PdfWriter()
1039
1040 # Copy all pages to writer
1041 writer.append(reader)
1042
1043 # Get PDF dimensions for each page
1044 pdf_dimensions = {}
1045 for i, page in enumerate(reader.pages):
1046 mediabox = page.mediabox
1047 pdf_dimensions[i + 1] = [mediabox.width, mediabox.height]
1048
1049 # Process each form field
1050 annotations = []
1051 for field in fields_data["form_fields"]:
1052 page_num = field["page_number"]
1053
1054 # Get page dimensions and transform coordinates.
1055 page_info = next(p for p in fields_data["pages"] if p["page_number"] == page_num)
1056 image_width = page_info["image_width"]
1057 image_height = page_info["image_height"]
1058 pdf_width, pdf_height = pdf_dimensions[page_num]
1059
1060 transformed_entry_box = transform_coordinates(
1061 field["entry_bounding_box"],
1062 image_width, image_height,
1063 pdf_width, pdf_height
1064 )
1065
1066 # Skip empty fields
1067 if "entry_text" not in field or "text" not in field["entry_text"]:
1068 continue
1069 entry_text = field["entry_text"]
1070 text = entry_text["text"]
1071 if not text:
1072 continue
1073
1074 font_name = entry_text.get("font", "Arial")
1075 font_size = str(entry_text.get("font_size", 14)) + "pt"
1076 font_color = entry_text.get("font_color", "000000")
1077
1078 # Font size/color seems to not work reliably across viewers:
1079 # https://github.com/py-pdf/pypdf/issues/2084
1080 annotation = FreeText(
1081 text=text,
1082 rect=transformed_entry_box,
1083 font=font_name,
1084 font_size=font_size,
1085 font_color=font_color,
1086 border_color=None,
1087 background_color=None,
1088 )
1089 annotations.append(annotation)
1090 # page_number is 0-based for pypdf
1091 writer.add_annotation(page_number=page_num - 1, annotation=annotation)
1092
1093 # Save the filled PDF
1094 with open(output_pdf_path, "wb") as output:
1095 writer.write(output)
1096
1097 print(f"Successfully filled PDF form and saved to {output_pdf_path}")
1098 print(f"Added {len(annotations)} text annotations")
1099
1100
1101if __name__ == "__main__":
1102 if len(sys.argv) != 4:
1103 print("Usage: fill_pdf_form_with_annotations.py [input pdf] [fields.json] [output pdf]")
1104 sys.exit(1)
1105 input_pdf = sys.argv[1]
1106 fields_json = sys.argv[2]
1107 output_pdf = sys.argv[3]
1108
1109 fill_pdf_form(input_pdf, fields_json, output_pdf)
1110```