OCR/openspec/changes/pdf-layout-restoration/tasks.md

# Implementation Tasks: PDF Layout Restoration

## Phase 1: Critical Fixes (P0 - Immediate)

### 1. Fix Image Handling
- [x] 1.1 Implement `_save_image()` in pp_structure_enhanced.py
  - [x] 1.1.1 Create imgs subdirectory in result_dir
  - [x] 1.1.2 Handle both file path and numpy array inputs
  - [x] 1.1.3 Save with element_id as filename
  - [x] 1.1.4 Return relative path for reference
  - [x] 1.1.5 Add error handling and logging
- [x] 1.2 Fix path resolution in pdf_generator_service.py
  - [x] 1.2.1 Create `_get_image_path()` helper with fallback logic
  - [x] 1.2.2 Check saved_path, path, image_path keys
  - [x] 1.2.3 Check metadata for path
  - [x] 1.2.4 Update convert_unified_document_to_ocr_data to use helper
- [ ] 1.3 Test image rendering
  - [ ] 1.3.1 Test with OCR track document
  - [ ] 1.3.2 Test with Direct track document
  - [ ] 1.3.3 Verify images appear in PDF output

### 2. Fix Table Rendering
- [x] 2.1 Remove dependency on fake image references
  - [x] 2.1.1 Stop creating fake table_*.png references (changed to None)
  - [x] 2.1.2 Remove image lookup fallback in draw_table_region
- [x] 2.2 Use direct bbox from table element
  - [x] 2.2.1 Get bbox from table_element.get("bbox")
  - [x] 2.2.2 Fallback to bbox_polygon if needed
  - [x] 2.2.3 Implement _polygon_to_bbox converter (inline conversion implemented)
- [x] 2.3 Fix table HTML rendering
  - [x] 2.3.1 Parse HTML content from table element
  - [x] 2.3.2 Position table using normalized bbox
  - [x] 2.3.3 Render with proper dimensions
- [ ] 2.4 Test table rendering
  - [ ] 2.4.1 Test simple tables
  - [ ] 2.4.2 Test complex multi-column tables
  - [ ] 2.4.3 Test with both tracks

## Phase 2: Basic Style Preservation (P1 - Week 1)

### 3. Implement Style Application System
- [x] 3.1 Create font mapping system
  - [x] 3.1.1 Define FONT_MAPPING dictionary (20 common fonts mapped)
  - [x] 3.1.2 Map common fonts to PDF standard fonts (Helvetica/Times/Courier)
  - [x] 3.1.3 Add fallback to Helvetica for unknown fonts (with partial matching)
- [x] 3.2 Implement _apply_text_style() method
  - [x] 3.2.1 Extract font family from StyleInfo (object and dict support)
  - [x] 3.2.2 Handle bold/italic flags (compound variants like BoldOblique)
  - [x] 3.2.3 Apply font size (with default fallback)
  - [x] 3.2.4 Apply text color (using _parse_color)
  - [x] 3.2.5 Handle errors gracefully (try-except with fallback to defaults)
- [x] 3.3 Create color parsing utilities
  - [x] 3.3.1 Parse hex colors (#RRGGBB and #RGB)
  - [x] 3.3.2 Parse RGB tuples (0-255 and 0-1 normalization)
  - [x] 3.3.3 Convert to PDF color space (0-1 range for ReportLab)

### 4. Track-Specific Rendering
- [x] 4.1 Add track detection in generate_from_unified_document
  - [x] 4.1.1 Check unified_doc.metadata.processing_track (object and dict support)
  - [x] 4.1.2 Route to _generate_direct_track_pdf or _generate_ocr_track_pdf
- [x] 4.2 Implement _generate_direct_track_pdf
  - [x] 4.2.1 Process each page directly from UnifiedDocument (no legacy conversion)
  - [x] 4.2.2 Apply StyleInfo to text elements (_draw_text_element_direct)
  - [x] 4.2.3 Use precise positioning from element.bbox
  - [x] 4.2.4 Preserve line breaks (split on \n, render multi-line)
  - [x] 4.2.5 Implement _draw_text_element_direct with line break handling
  - [x] 4.2.6 Implement _draw_table_element_direct for tables
  - [x] 4.2.7 Implement _draw_image_element_direct for images
- [x] 4.3 Implement _generate_ocr_track_pdf
  - [x] 4.3.1 Use legacy OCR data conversion (convert_unified_document_to_ocr_data)
  - [x] 4.3.2 Route to existing _generate_pdf_from_data pipeline
  - [x] 4.3.3 Maintain backward compatibility with OCR track behavior
- [ ] 4.4 Test track-specific rendering
  - [ ] 4.4.1 Compare Direct track with original
  - [ ] 4.4.2 Verify OCR track maintains quality

## Phase 3: Advanced Layout (P2 - Week 2)

### 5. Enhanced Text Rendering
- [x] 5.1 Implement line-by-line rendering (both tracks)
  - [x] 5.1.1 Split text content by newlines (text.split('\n'))
  - [x] 5.1.2 Calculate line height from font size (font_size * 1.2)
  - [x] 5.1.3 Render each line with proper spacing (line_y = pdf_y - i * line_height)
  - [x] 5.1.4 Direct track: _draw_text_element_direct (lines 1549-1693)
  - [x] 5.1.5 OCR track: draw_text_region (lines 1113-1270, simplified)
- [x] 5.2 Add paragraph handling (Direct track only)
  - [x] 5.2.1 Detect paragraph boundaries (via element.type PARAGRAPH)
  - [x] 5.2.2 Apply spacing_before from metadata (line 1576, adjusts Y position)
  - [x] 5.2.3 Handle indentation (indent/first_line_indent from metadata, lines 1564-1565)
  - [x] 5.2.4 Record spacing_after for analysis (lines 1680-1689)
  - [x] 5.2.5 Note: spacing_after is implicit in bbox-based layout (bbox_bottom_margin)
  - [x] 5.2.6 OCR track: no paragraph handling (simple left-aligned rendering)
- [x] 5.3 Implement text alignment (Direct track only)
  - [x] 5.3.1 Support left/right/center/justify (from StyleInfo.alignment)
  - [x] 5.3.2 Calculate positioning based on alignment (line_x calculation)
  - [x] 5.3.3 Apply to each text block (per-line alignment in _draw_text_element_direct)
  - [x] 5.3.4 Justify alignment with word spacing distribution
  - [x] 5.3.5 OCR track: left-aligned only (no StyleInfo available)

### 6. List Formatting (Direct track only)
- [x] 6.1 Detect list elements from Direct track
  - [x] 6.1.1 Identify LIST_ITEM elements (separate from text_elements, lines 636-637)
  - [x] 6.1.2 Fallback detection via metadata and text patterns (_is_list_item_fallback, lines 1528-1567)
    - [x] Check metadata for list_level, parent_item, children fields
    - [x] Pattern matching for ordered lists (^\d+[\.\)])  and unordered (^[•·▪▫◦‣⁃\-\*])
    - [x] Auto-mark as LIST_ITEM if detected (lines 638-642)
  - [x] 6.1.3 Group list items by proximity and level (_draw_list_elements_direct, lines 1589-1610)
  - [x] 6.1.4 Determine list type via regex on first item (ordered/unordered, lines 1628-1636)
  - [x] 6.1.5 Extract indent level from metadata (list_level)
- [x] 6.2 Render lists with proper formatting
  - [x] 6.2.1 Sequential numbering across list items (list_counter, lines 1639-1665)
  - [x] 6.2.2 Add bullets/numbers as list markers (stored in _list_marker metadata, lines 1649-1653)
  - [x] 6.2.3 Apply indentation (20pt per level, lines 1738-1742)
  - [x] 6.2.4 Multi-line list item alignment (marker_width calculation, lines 1755-1772)
    - [x] Calculate marker width before rendering (line 1758)
    - [x] Add marker_width to subsequent line indentation (lines 1770-1772)
  - [x] 6.2.5 Remove original markers from text content (lines 1716-1723)
  - [x] 6.2.6 Dedicated list item spacing (lines 1658-1683)
    - [x] Default 3pt spacing_after for list items (except last item)
    - [x] Calculate actual gap between adjacent items (line 1676)
    - [x] Apply cumulative Y offset to push items down if gap < desired (lines 1678-1683)
    - [x] Pass y_offset to _draw_text_element_direct (line 1668, 1690, 1716)
  - [x] 6.2.7 Maintain list grouping via proximity (max_gap=30pt, lines 1597-1607)

### 7. Span-Level Rendering (Advanced, Direct track only)
- [x] 7.1 Extract span information from Direct track
  - [x] 7.1.1 Parse PyMuPDF span data in _process_text_block (direct_extraction_engine.py:418-453)
  - [x] 7.1.2 Create span DocumentElements with per-span StyleInfo (lines 434-453)
  - [x] 7.1.3 Store spans in element.children for inline styling (line 476)
  - [x] 7.1.4 Extract span bbox, font, size, flags, color from PyMuPDF (lines 435-450)
- [x] 7.2 Render mixed-style lines
  - [x] 7.2.1 Implement _draw_text_with_spans method (pdf_generator_service.py:1685-1734)
  - [x] 7.2.2 Switch styles mid-line by iterating spans (lines 1709-1732)
  - [x] 7.2.3 Apply span-specific style via _apply_text_style (lines 1715-1716)
  - [x] 7.2.4 Track X position and calculate span widths (lines 1706, 1730-1732)
  - [x] 7.2.5 Integrate span rendering in _draw_text_element_direct (lines 1822-1823, 1905-1914)
  - [x] 7.2.6 Handle inline formatting with per-span fonts, sizes, colors, bold/italic
- [ ] 7.3 Future enhancements
  - [ ] 7.3.1 Multi-line span support with line breaking logic
  - [ ] 7.3.2 Preserve exact span positioning from PyMuPDF bbox

## Phase 4: Testing and Optimization (P2 - Week 3)

### 8. Comprehensive Testing
- [ ] 8.1 Create test suite for layout preservation
  - [ ] 8.1.1 Unit tests for each component
  - [ ] 8.1.2 Integration tests for full pipeline
  - [ ] 8.1.3 Visual regression tests
- [ ] 8.2 Test with various document types
  - [ ] 8.2.1 Scientific papers (complex layout)
  - [ ] 8.2.2 Business documents (tables/charts)
  - [ ] 8.2.3 Books (chapters/paragraphs)
  - [ ] 8.2.4 Forms (precise positioning)
- [ ] 8.3 Performance testing
  - [ ] 8.3.1 Measure generation time
  - [ ] 8.3.2 Profile memory usage
  - [ ] 8.3.3 Identify bottlenecks

### 9. Performance Optimization
- [ ] 9.1 Implement caching
  - [ ] 9.1.1 Cache font metrics
  - [ ] 9.1.2 Cache parsed styles
  - [ ] 9.1.3 Reuse computed layouts
- [ ] 9.2 Optimize image handling
  - [ ] 9.2.1 Lazy load images
  - [ ] 9.2.2 Compress when appropriate
  - [ ] 9.2.3 Stream large images
- [ ] 9.3 Batch operations
  - [ ] 9.3.1 Group similar rendering ops
  - [ ] 9.3.2 Minimize context switches
  - [ ] 9.3.3 Use efficient data structures

### 10. Documentation and Deployment
- [ ] 10.1 Update API documentation
  - [ ] 10.1.1 Document new rendering capabilities
  - [ ] 10.1.2 Add examples of improved output
  - [ ] 10.1.3 Note performance characteristics
- [ ] 10.2 Create migration guide
  - [ ] 10.2.1 Explain improvements
  - [ ] 10.2.2 Note any breaking changes
  - [ ] 10.2.3 Provide rollback instructions
- [ ] 10.3 Deployment preparation
  - [ ] 10.3.1 Feature flag setup
  - [ ] 10.3.2 Monitoring metrics
  - [ ] 10.3.3 Rollback plan

## Success Criteria

### Must Have (Phase 1)
- [x] Images appear in generated PDFs
- [x] Tables render with correct layout
- [x] No regression in existing functionality

### Should Have (Phase 2)
- [ ] Text styling preserved in Direct track
- [ ] Font sizes and colors applied
- [ ] Line breaks maintained

### Nice to Have (Phase 3-4)
- [ ] Paragraph formatting
- [ ] List rendering
- [ ] Span-level styling
- [ ] <10% performance overhead

## Timeline

- **Week 0**: Phase 1 - Critical fixes (images, tables)
- **Week 1**: Phase 2 - Basic style preservation
- **Week 2**: Phase 3 - Advanced layout features
- **Week 3**: Phase 4 - Testing and optimization
- **Week 4**: Review, documentation, and deployment