fix: list tables and text items in the editor outline

docling_agent/agent/editor.py

@@ -2,7 +2,7 @@
 from pathlib import Path
 from typing import Annotated, ClassVar, Literal
 
-from docling_core.experimental.serializer.outline import OutlineFormat
+from docling_core.experimental.serializer.outline import OutlineFormat, OutlineMode
 from docling_core.types.base import _JSON_POINTER_REGEX
 from docling_core.types.doc.document import (
     ContentLayer,
@@ -173,7 +173,9 @@ def _identify_document_items(
         log_info(f"task: {task}")
 
         # TODO: check best format for describing the outline (MARKDOWN vs JSON) for short and long documents
-        outline = create_document_outline(doc=document, format=OutlineFormat.MARKDOWN)
+        # The full outline (not only the table of contents) lists the refs of text items and tables,
+        # which the update_content and rewrite_content operations need to target.
+        outline = create_document_outline(doc=document, mode=OutlineMode.OUTLINE, format=OutlineFormat.MARKDOWN)
         log_debug(f"outline: {outline}")
 
         context = rf"""Given the current outline of the document:

tests/test_editor_validation.py

@@ -6,6 +6,8 @@
     DocItemLabel,
     DoclingDocument,
     SectionHeaderItem,
+    TableCell,
+    TableData,
     TextItem,
     TitleItem,
 )
@@ -65,6 +67,40 @@ def test_invalid_ref_in_list(self):
         assert "String should match pattern" in str(exc_info.value)
 
 
+class TestIdentifyDocumentItems:
+    """Test the operation planning step of the DoclingEditingAgent."""
+
+    def test_outline_exposes_table_refs(self, monkeypatch):
+        """The planning prompt lists tables, so the model can target them with update_content."""
+        document = DoclingDocument(name="form")
+        document.add_title(text="Assessment Form")
+        cells = [
+            TableCell(
+                text=text,
+                start_row_offset_idx=0,
+                end_row_offset_idx=1,
+                start_col_offset_idx=col,
+                end_col_offset_idx=col + 1,
+            )
+            for col, text in enumerate(["Field", "Value"])
+        ]
+        table = document.add_table(data=TableData(num_rows=1, num_cols=2, table_cells=cells))
+        prompts = []
+
+        def answer_with_table_ref(self, prompt, *, requirements=None, retry_budget=1):
+            prompts.append(prompt)
+            return f'```json\n{{"operation": "update_content", "ref": "{table.self_ref}"}}\n```'
+
+        monkeypatch.setattr(MockSession, "instruct", answer_with_table_ref)
+
+        op = DoclingEditingAgent(backend=MockBackend(), tools=[])._identify_document_items(
+            task="Fill in the Value column of the table", document=document
+        )
+
+        assert table.self_ref in prompts[0]
+        assert op == UpdateContentOperation(operation="update_content", ref=table.self_ref)
+
+
 class TestRewriteContent:
     @staticmethod
     def _rewrite(monkeypatch, document, refs):