PTAB Trials Example

"""Example usage of the pyUSPTO module for PTAB Trials API.

This example demonstrates how to use the PTABTrialsClient to interact with the USPTO PTAB
(Patent Trial and Appeal Board) Trials API. It shows how to search for trial proceedings,
documents, and decisions using various search criteria.

PTAB Trials include:
- IPR (Inter Partes Review)
- PGR (Post-Grant Review)
- CBM (Covered Business Method)
- DER (Derivation) proceedings
"""

import os

from pyUSPTO import PTABTrialsClient

# --- Initialization ---
# Initialize the client with direct API key
print("Initialize with direct API key")
api_key = os.environ.get("USPTO_API_KEY", "YOUR_API_KEY_HERE")
if api_key == "YOUR_API_KEY_HERE":
    raise ValueError(
        "WARNING: API key is not set. Please replace 'YOUR_API_KEY_HERE' or set USPTO_API_KEY environment variable."
    )
client = PTABTrialsClient(api_key=api_key)

print("\nBeginning PTAB Trials API requests with configured client:")

# =============================================================================
# 1. Search Trial Proceedings
# =============================================================================

print("\n" + "=" * 80)
print("1. Searching for IPR trial proceedings")
print("=" * 80)

try:
    # Search for IPR proceedings filed in 2023
    response = client.search_proceedings(
        trial_type_code_q="IPR",
        petition_filing_date_from_q="2023-01-01",
        petition_filing_date_to_q="2023-12-31",
        limit=5,
    )

    print(f"\nFound {response.count} IPR proceedings filed in 2023")
    print(f"Displaying first {len(response.patent_trial_proceeding_data_bag)} results:")

    for proceeding in response.patent_trial_proceeding_data_bag:
        print(f"\n  Trial Number: {proceeding.trial_number}")

        if proceeding.trial_meta_data:
            meta = proceeding.trial_meta_data
            print(f"  Trial Type: {meta.trial_type_code}")
            print(f"  Status: {meta.trial_status_category}")
            print(f"  Filing Date: {meta.petition_filing_date}")

        if proceeding.patent_owner_data:
            print(f"  Patent Owner: {proceeding.patent_owner_data.patent_owner_name}")
            print(f"  Patent Number: {proceeding.patent_owner_data.patent_number}")

        if proceeding.regular_petitioner_data:
            print(
                f"  Petitioner: {proceeding.regular_petitioner_data.real_party_in_interest_name}"
            )

except Exception as e:
    print(f"Error searching proceedings: {e}")

# =============================================================================
# 2. Search Trial Documents
# =============================================================================

print("\n" + "=" * 80)
print("2. Searching for trial documents")
print("=" * 80)

try:
    # Search for documents in a specific trial
    # Using the new convenience parameters for petitioner and patent owner
    response = client.search_documents(
        trial_number_q="IPR2025-01319",
        limit=10,
    )

    print(f"\nFound {response.count} documents")
    print(f"Displaying first {len(response.patent_trial_document_data_bag)} results:")

    for item in response.patent_trial_document_data_bag:
        print(f"\n  Trial Number: {item.trial_number}")

        if item.document_data:
            doc = item.document_data
            print(f"  Document Type: {doc.document_type_description_text}")
            print(f"  Filing Date: {doc.document_filing_date}")

            if doc.file_download_uri:
                print(f"  Download URL: {doc.file_download_uri}")

except Exception as e:
    print(f"Error searching documents: {e}")

# =============================================================================
# 3. Search Trial Decisions with New Convenience Parameters
# =============================================================================

print("\n" + "=" * 80)
print("3. Searching for trial decisions with new parameters")
print("=" * 80)

try:
    # Using all the new convenience parameters
    response = client.search_decisions(
        trial_type_code_q="IPR",
        decision_type_category_q="Decision",
        patent_owner_name_q="*",
        trial_status_category_q="Terminated",
        decision_date_from_q="2023-01-01",
        limit=5,
    )

    print(f"\nFound {response.count} Decisions in IPR proceedings")
    print(f"Displaying first {len(response.patent_trial_document_data_bag)} results:")

    for item in response.patent_trial_document_data_bag:
        print(f"\n  Trial Number: {item.trial_number}")

        if item.trial_meta_data:
            print(f"  Trial Type: {item.trial_meta_data.trial_type_code}")
            print(f"  Status: {item.trial_meta_data.trial_status_category}")

        if item.decision_data:
            decision = item.decision_data
            print(f"  Decision Type: {decision.decision_type_category}")
            print(f"  Decision Date: {decision.decision_issue_date}")

except Exception as e:
    print(f"Error searching decisions: {e}")

# =============================================================================
# 4. Pagination Example
# =============================================================================

print("\n" + "=" * 80)
print("4. Paginating through proceedings")
print("=" * 80)

try:
    print("\nIterating through first 10 IPR proceedings from 2024...")
    count = 0
    for proceeding in client.paginate_proceedings(
        trial_type_code_q="IPR",
        petition_filing_date_from_q="2024-01-01",
        limit=5,  # Fetch 5 per page
    ):
        count += 1
        print(f"{count}. {proceeding.trial_number}")

        if count >= 10:  # Stop after 10 results for this example
            break

    print(f"\nDisplayed {count} proceedings using pagination")

except Exception as e:
    print(f"Error paginating proceedings: {e}")

# =============================================================================
# 5. Advanced Query with Additional Parameters
# =============================================================================

print("\n" + "=" * 80)
print("5. Advanced search with additional query parameters")
print("=" * 80)

try:
    # Search using additional_query_params for custom filters
    response = client.search_proceedings(
        trial_type_code_q="PGR",
        trial_status_category_q="Terminated",
        sort="trialMetaData.petitionFilingDate desc",
        fields="trialNumber,lastModifiedDateTime",
        limit=3,
    )

    print(f"\nFound {response.count} Instituted PGR proceedings")
    print(f"Displaying first {len(response.patent_trial_proceeding_data_bag)} results:")

    for proceeding in response.patent_trial_proceeding_data_bag:
        print(f"\n  Trial Number: {proceeding.trial_number}")
        print(f"  Last Modified: {proceeding.last_modified_date_time}")

except Exception as e:
    print(f"Error with advanced search: {e}")