Enhanced Python Script for File and Data Management

📅 2025-10-28 — Session: Enhanced Python Script for File and Data Management

🕒 03:25–04:45
🏷️ Labels: Python, Json Schema, Automation, File Management, Error Handling
📂 Project: Dev

Session Goal

The session aimed to enhance a Python script for effective file movement and organization, focusing on the canonicalization of issuer names, validation of file metadata, and robust error handling.

Key Activities

• Implemented improvements in a Python script for moving and organizing files, including error handling and metadata validation.
• Defined a JSON schema for the ‘issuer_slug’ field, specifying constraints and enumerated values.
• Developed a JSON schema snippet for issuer slug normalization and a Python normalizer function to reduce ‘unknown’ issuer leakage.
• Implemented a deterministic approach for issuer slug generation, replacing regex-based methods.
• Revised the build_target_path_for_role function to ensure filesystem safety and deterministic behavior.
• Modified code to trust LLM-provided issuer slugs, validating them against a fixed enum.
• Outlined a structured JSON schema for the issuer object, including annotator instructions.
• Explained the role of ‘issuer’ in financial documents for foldering and reconciliation.
• Provided an implementation guide for issuer_slug JSON schema and mover updates.
• Diagnosed and fixed PDF indexing issues in the automation pipeline.

Achievements

• Successfully implemented enhancements in the Python script for better file management.
• Established a robust JSON schema for issuer slug handling.
• Improved the automation pipeline’s reliability and accuracy.

Pending Tasks

• Further testing and validation of the updated script and JSON schema implementations are needed to ensure full operational reliability.