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Explainability Agent v2 (Phase 4.3).
Generates deterministic, template-based explanations for route assignments.
Features:
- Driver-facing explanations: Short, simple language (1-3 sentences)
- Admin-facing explanations: Detailed with metrics and context
- Category classification for explanation templates
"""
from typing import Dict, Any, List
from app.schemas.explainability import DriverExplanationInput, DriverExplanationOutput
class ExplainabilityAgent:
"""
Generates explanations for driver assignments using template-based logic.
Categories:
- NEAR_AVG: Effort close to team average
- HEAVY: Above average effort
- HEAVY_WITH_SWAP: Above average, but swap was applied
- HEAVY_NO_SWAP: Above average, counter requested but no swap possible
- RECOVERY: Intentional light day for recovery
- LIGHT_RECOVERY: Light day after hard streak
- LIGHT: Below average effort
- LEARNING_OPTIMIZED: Assignment uses personalized ML model (Phase 8)
"""
def build_explanation_for_driver(
self,
data: DriverExplanationInput
) -> DriverExplanationOutput:
"""
Build both driver and admin explanations for a single driver.
Args:
data: Complete input data including effort, history, and negotiation context
Returns:
DriverExplanationOutput with driver_explanation, admin_explanation, category
"""
category = self._classify_category(data)
driver_text = self._build_driver_text(data, category)
admin_text = self._build_admin_text(data, category)
return DriverExplanationOutput(
driver_explanation=driver_text,
admin_explanation=admin_text,
category=category,
)
def _classify_category(self, data: DriverExplanationInput) -> str:
"""
Classify the assignment into a category for template selection.
Categories drive which text template is used.
"""
# Compute effort band
delta_vs_avg = data.today_effort - data.global_avg_effort
percent_vs_avg = (delta_vs_avg / max(data.global_avg_effort, 1.0)) * 100.0
if abs(percent_vs_avg) <= 10:
band = "NEAR_AVG"
elif percent_vs_avg > 10:
band = "ABOVE_AVG"
else:
band = "BELOW_AVG"
# Priority-based classification
# Phase 8: Check for personalized learning model first
if data.personalized_model_version is not None and data.personalized_model_version > 0:
# If model has low MSE (good predictions), highlight learning
if data.personalized_model_mse is not None and data.personalized_model_mse < 15.0:
return "LEARNING_OPTIMIZED"
if data.is_recovery_day:
return "RECOVERY"
if band == "ABOVE_AVG":
if data.swap_applied:
return "HEAVY_WITH_SWAP"
if data.liaison_decision in ("COUNTER", "FORCE_ACCEPT"):
return "HEAVY_NO_SWAP"
return "HEAVY"
if band == "BELOW_AVG":
if data.history_hard_days_last_7 >= 2:
return "LIGHT_RECOVERY"
return "LIGHT"
return "NEAR_AVG"
def _build_driver_text(self, data: DriverExplanationInput, category: str) -> str:
"""
Build driver-facing explanation (1-3 sentences, simple language).
"""
# Extract route summary values
num_packages = data.route_summary.get("num_packages", 0)
total_weight_kg = data.route_summary.get("total_weight_kg", 0.0)
num_stops = data.route_summary.get("num_stops", 0)
eta_minutes = data.route_summary.get("estimated_time_minutes", 60)
# Format time
if eta_minutes >= 60:
hours = eta_minutes // 60
mins = eta_minutes % 60
time_str = f"{hours}h {mins}m" if mins > 0 else f"{hours}h"
else:
time_str = f"{eta_minutes} minutes"
# Category-specific templates
if category == "NEAR_AVG":
text = (
f"Today you have a moderate route with {num_packages} packages "
f"({total_weight_kg:.1f} kg) across {num_stops} stops, "
f"estimated about {time_str}. "
f"Your effort score is close to the team average, keeping workloads balanced."
)
elif category == "HEAVY_WITH_SWAP":
text = (
f"You received one of the heavier routes today with {num_packages} packages "
f"({total_weight_kg:.1f} kg) and {num_stops} stops, taking around {time_str}. "
f"The system adjusted other routes to keep overall fairness, "
f"and your effort remains within agreed team limits."
)
elif category == "HEAVY_NO_SWAP":
text = (
f"Your route today is on the heavier side with {num_packages} packages "
f"({total_weight_kg:.1f} kg) and {num_stops} stops, about {time_str}. "
f"We couldn't find a lighter alternative without overloading teammates, "
f"so this will be considered when planning tomorrow's route."
)
elif category == "HEAVY":
text = (
f"Today's route is heavier than average with {num_packages} packages "
f"({total_weight_kg:.1f} kg) and {num_stops} stops, around {time_str}. "
f"This will be factored into future allocations to maintain fairness."
)
elif category in ("RECOVERY", "LIGHT_RECOVERY"):
text = (
f"Today's route is intentionally lighter to help you recover after several busy days. "
f"You have {num_packages} packages ({total_weight_kg:.1f} kg) and {num_stops} stops, "
f"giving you a more balanced workload this week."
)
elif category == "LIGHT":
text = (
f"You have a lighter route today with {num_packages} packages "
f"({total_weight_kg:.1f} kg) and {num_stops} stops, around {time_str}. "
f"This helps balance out previous days and keeps the team's workload fair."
)
elif category == "LEARNING_OPTIMIZED":
model_version = data.personalized_model_version or 1
text = (
f"Today's route uses your personalized workload model (v{model_version}), "
f"tuned from your recent performance. "
f"You have {num_packages} packages ({total_weight_kg:.1f} kg) and {num_stops} stops, "
f"estimated at {time_str}. The system learns and adapts to your preferences over time."
)
else:
# Fallback
text = (
f"Your route has {num_packages} packages ({total_weight_kg:.1f} kg) "
f"and {num_stops} stops, estimated at {time_str}."
)
return text
def _build_admin_text(self, data: DriverExplanationInput, category: str) -> str:
"""
Build admin-facing explanation (detailed with metrics).
"""
# Compute derived values
percent_vs_avg = ((data.today_effort - data.global_avg_effort) /
max(data.global_avg_effort, 1.0)) * 100.0
# Effort breakdown percentages
pe = data.effort_breakdown.get("physical_effort", 0.0)
rc = data.effort_breakdown.get("route_complexity", 0.0)
tp = data.effort_breakdown.get("time_pressure", 0.0)
total_breakdown = max(pe + rc + tp, 0.001)
pe_pct = round(pe / total_breakdown * 100)
rc_pct = round(rc / total_breakdown * 100)
tp_pct = round(tp / total_breakdown * 100)
# Route summary
num_packages = data.route_summary.get("num_packages", 0)
num_stops = data.route_summary.get("num_stops", 0)
difficulty = data.route_summary.get("difficulty_score",
data.route_summary.get("route_difficulty_score", 0.0))
# Base text
lines = [
f"Driver {data.driver_name} received route with effort {data.today_effort:.1f}, "
f"which is {percent_vs_avg:+.1f}% relative to fleet average ({data.global_avg_effort:.1f}), "
f"ranked {data.today_rank}/{data.num_drivers} in difficulty.",
f"Route: {num_packages} packages, {num_stops} stops, difficulty {difficulty:.1f}.",
]
# Add breakdown if available
if total_breakdown > 0.01:
lines.append(
f"Effort composition: ~{pe_pct}% physical load, "
f"~{rc_pct}% route complexity, ~{tp_pct}% time pressure."
)
# Global metrics
lines.append(
f"Global fairness: Gini {data.global_gini_index:.3f}, "
f"std dev {data.global_std_effort:.1f}, max gap {data.global_max_gap:.1f}."
)
# Category-specific additions
if category == "RECOVERY":
lines.append(
f"Recovery day: intentionally lighter route after "
f"{data.history_hard_days_last_7} hard days in the last week."
)
elif category == "LIGHT_RECOVERY":
lines.append(
f"Light assignment following {data.history_hard_days_last_7} above-average days recently."
)
elif category == "HEAVY_WITH_SWAP":
lines.append(
"A swap was applied during negotiation to reduce this driver's effort "
"while maintaining fairness thresholds."
)
elif category == "HEAVY_NO_SWAP":
lines.append(
"Driver requested lighter route, but no alternative met fairness constraints "
"without significantly overloading others. Flagged for future planning."
)
elif category == "HEAVY":
if data.liaison_decision == "ACCEPT":
lines.append(
"Driver accepted this heavier assignment within their comfort threshold."
)
# Manual override note
if data.had_manual_override:
lines.append("Note: This assignment includes a manual admin override.")
# EV context (Phase 7)
if data.is_ev_driver and data.ev_charging_overhead > 0:
lines.append(
f"EV driver: effort includes {data.ev_charging_overhead:.1f} points overhead "
f"from battery range/charging constraints."
)
# Complexity debt note
if data.complexity_debt >= 2.0:
lines.append(
f"Driver has complexity debt of {data.complexity_debt:.1f} "
f"(threshold 2.0), eligible for recovery scheduling."
)
# Learning model note (Phase 8)
if category == "LEARNING_OPTIMIZED" or data.personalized_model_version:
version = data.personalized_model_version or "N/A"
mse = f"{data.personalized_model_mse:.1f}" if data.personalized_model_mse else "N/A"
lines.append(
f"Personalized ML model v{version} used for effort prediction (MSE: {mse})."
)
return " ".join(lines)
def get_input_snapshot(
self,
num_drivers: int,
avg_effort: float,
std_effort: float,
gini_index: float,
category_counts: Dict[str, int],
) -> dict:
"""Generate input snapshot for DecisionLog."""
return {
"num_drivers": num_drivers,
"avg_effort": round(avg_effort, 2),
"std_effort": round(std_effort, 2),
"gini_index": round(gini_index, 4),
}
def get_output_snapshot(
self,
total_explanations: int,
category_counts: Dict[str, int],
) -> dict:
"""Generate output snapshot for DecisionLog."""
return {
"total_explanations": total_explanations,
"category_counts": category_counts,
}
# ==================== Legacy Functions (Backward Compatibility) ====================
def generate_explanation(
driver_name: str,
route: Dict[str, Any],
workload_score: float,
avg_workload: float,
gini_index: float,
) -> str:
"""
Generate a plain English explanation for a driver's assignment.
Legacy function maintained for backward compatibility.
For new code, use ExplainabilityAgent.build_explanation_for_driver().
"""
num_packages = route.get("num_packages", 0)
total_weight = route.get("total_weight_kg", 0)
num_stops = route.get("num_stops", 0)
difficulty = route.get("route_difficulty_score", 1.0)
time_minutes = route.get("estimated_time_minutes", 60)
# Classify difficulty
if difficulty < 1.5:
difficulty_desc = "low"
elif difficulty < 2.5:
difficulty_desc = "moderate"
elif difficulty < 3.5:
difficulty_desc = "high"
else:
difficulty_desc = "very high"
# Compare to average
if avg_workload > 0:
diff_from_avg = workload_score - avg_workload
pct_diff = abs(diff_from_avg) / avg_workload * 100
else:
diff_from_avg = 0
pct_diff = 0
if abs(pct_diff) < 10:
comparison = "close to the team average"
elif diff_from_avg > 0:
comparison = f"about {pct_diff:.0f}% above the team average"
else:
comparison = f"about {pct_diff:.0f}% below the team average"
# Classify Gini
if gini_index < 0.2:
fairness_desc = "very well balanced"
elif gini_index < 0.35:
fairness_desc = "well balanced"
elif gini_index < 0.5:
fairness_desc = "reasonably balanced"
else:
fairness_desc = "less balanced than ideal"
# Format time
hours = time_minutes // 60
mins = time_minutes % 60
if hours > 0:
time_str = f"{hours}h {mins}m"
else:
time_str = f"{mins} minutes"
# Build explanation
lines = [
f"Your route has {num_packages} packages ({total_weight:.1f}kg), "
f"{num_stops} stops, and {difficulty_desc} difficulty.",
f"Estimated completion time is {time_str}.",
f"Your workload score of {workload_score:.1f} is {comparison} "
f"(team avg: {avg_workload:.1f}).",
f"Today's overall fairness (Gini {gini_index:.2f}) indicates "
f"loads are {fairness_desc}.",
]
return " ".join(lines)
def generate_brief_explanation(
workload_score: float,
avg_workload: float,
fairness_score: float,
) -> str:
"""
Generate a brief one-line explanation.
Legacy function maintained for backward compatibility.
"""
if fairness_score >= 0.9:
return f"Workload ({workload_score:.0f}) is very close to average ({avg_workload:.0f}). Fair assignment."
elif fairness_score >= 0.7:
return f"Workload ({workload_score:.0f}) is reasonably close to average ({avg_workload:.0f}). Good balance."
elif workload_score > avg_workload:
return f"Workload ({workload_score:.0f}) is above average ({avg_workload:.0f}). This will be balanced in future allocations."
else:
return f"Workload ({workload_score:.0f}) is below average ({avg_workload:.0f}). Lighter day today."
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