# Pi Package for Dr.DOC® ECM/DMS An integration package/plugin/extension for the **Pi Agent** (`pi.dev`) ecosystem to interact seamlessly with the [**Dr.DOC® Document Management System** \(ECM/DMS\)](https://drdoc.com/node/de/products/web). This extension package allows the Pi Agent to query Dr.DOC archives, fetch document blobs, store files locally, generate direct web links, and display inline document previews. --- ## System Architecture & Integration Directions The integration between Pi Agent and Dr.DOC is split into two primary operational directions: ### 1. Pi → Dr.DOC (This Plugin) *This* plugin enables the **Pi Agent** to make outgoing API calls to **Dr.DOC**. The agent uses these tool functions to search archives, retrieve documents, save them locally, and process binary/image data. * **GitHub Repository:** [github.com/drdoc-com/pi-drdoc](https://github.com/drdoc-com/pi-drdoc) * **npm Package:** [npmjs.com/package/@drdoc-com/pi-drdoc](https://www.npmjs.com/package/@drdoc-com/pi-drdoc) * **Pi Package Registry:** [pi.dev/packages/@drdoc-com/pi-drdoc](https://pi.dev/packages/@drdoc-com/pi-drdoc) ### 2. Dr.DOC → Pi (OpenAI API Wrapper) To allow **Dr.DOC** (or external tools) to send requests to Pi using the standard OpenAI API format, the `@drdoc-com/pi-openai-api-wrapper` package can be used. * **GitHub Repository:** [github.com/drdoc-com/pi-openai-api-wrapper](https://github.com/drdoc-com/pi-openai-api-wrapper) * **npm Package:** [npmjs.com/package/@drdoc-com/pi-openai-api-wrapper](https://www.npmjs.com/package/@drdoc-com/pi-openai-api-wrapper) * **Pi Package Registry:** [pi.dev/packages/@drdoc-com/pi-openai-api-wrapper](https://pi.dev/packages/@drdoc-com/pi-openai-api-wrapper) --- ## Features * **Document Retrieval:** Fetches document blobs and metadata from Dr.DOC using archive names and record IDs. * **Safe Local Storage:** Automatically saves retrieved files to a reliable user directory (`~/.drdoc/downloads/`), avoiding conflicts with host extension directories. * **Inline Image Previews:** Generates Base64 data URLs for image files (`image/*`), enabling direct rendering in the Pi Agent interface. * **Direct Web URL Generation:** Creates browser-accessible URLs for fetched documents (`https://drdoc.com/model/document?action=get&...`). * **Robust Error Handling:** Checks HTTP status codes (`response.ok`) and handles binary buffers cleanly. --- ## Installation Install the package via npm or directly into your Pi extension environment: ```bash pi install npm:@drdoc-com/pi-drdoc ``` Or via GitHub: ```bash pi install git:https://github.com/drdoc-com/pi-drdoc ``` --- ## Usage ### Pi Slash Commands (within Pi Agent) Use Pi Slash Command (within Pi Agent) to signin/login. Format: ```bash /drdoc-login ``` Example: ```bash /drdoc-login https://drdoc.com demo password 123456 1 ``` And signout/logout: ```bash /drdoc_logout ``` ### Pi Agent Tool Calling Example: ``` Suche im Dr.DOC Archiv "rec" alle Rechnungen von Firma Amazon aus diesem Jahr. ``` ## Configuration The extension package utilizes configuration options supplied by the Dr.DOC client or environment variables. ### Environment Variables | Variable | Description | Default | | --- | --- | --- | | `DRDOC_BASE_URL` | Default Base URL of the Dr.DOC instance | `https://drdoc.com` | | `DRDOC_CONFIG_DIR` (alt. `PI_CONFIG_DIR`) | Custom directory for config files | `~/.pi/agent` | | `DRDOC_DOWNLOAD_DIR` | Custom directory for downloaded files | `~/.drdoc/downloads` | | `DRDOC_IGNORE_SSL` | Ignore TLS/SSL Errors (Set `NODE_TLS_REJECT_UNAUTHORIZED=0`) | | | `DRDOC_AI_FS_` | Dr.DOC *Archive specific* (upper-case) IMPORT_ASCII FieldSelection Name for Field Descriptions. | `DRDOC_AI_FS` | | `DRDOC_AI_FS` | Default Dr.DOC IMPORT_ASCII FieldSelection Name for Field Descriptions. | `STD_AI_INVOICE_IN`, `DD_FIELD_DESC`, `STD_FIELD_DESC` | | `DRDOC_ARCHIVE` | Default Dr.DOC Archive Name. | | | `DRDOC_DEBUG` | Enable Debugging | | --- ### Security Notes * Pi Agent is designed as a **personal** AI agent. Users must operate their own private Pi Agent instance rather than using an instance hosted on the Dr.DOC Web Server. * Credential Persistence (`/drdoc-login`): When using the Dr.DOC AI Chat with Pi configured as the AI endpoint (via `@drdoc-com/pi-openai-api-wrapper`), the `/drdoc-login` command *MUST NOT* be executed. Authentication credentials within the Pi Agent instance are persistent and could potentially be exposed to other users sharing the same instance. * Dedicated Service Account: Use a dedicated Dr.DOC user account with limited permissions (e.g. *Datensatzspezifische Berechtigungen*) based on the principle of least privilege (*"need-to-know"*) specifically for AI tasks and the `/drdoc-login` command. * Containerized Deployment: Whenever possible, run Pi Agent inside an isolated container environment (e.g., Docker, Podman) to ensure process isolation and security boundaries. --- ## License This project is licensed under the Apache License 2.0. Dr.DOC® ECM/DMS is licensed is under proprietary License. --- ## Documentation See Dr.DOC Web REST API Documentation: [https://drdoc.com/node/de/products/web/doku/rest-api](https://drdoc.com/node/de/products/web/doku/rest-api)