grant-radar / src /analyzer /chat /chat_tools.py
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fix: Improve UX - text comparisons, remove preset bloat, fix tool message errors
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# src/analyzer/chat/chat_tools.py
from __future__ import annotations
import asyncio
import logging
import re
import difflib
from dataclasses import dataclass
from datetime import datetime
from pathlib import Path
from typing import Any, Dict, List, Optional
from ..config import load_config
from ..llm_client import LLMClient
from ..prompt_templates import build_prompt
from ..context_builder import build_context_with_supporting
from ..utils.errors import DataLoadError, ValidationError, LLMError
from ..utils.text import clean, to_number
from ..utils.dates import parse_date, format_date
from ..summarizer_optimized import ( # NEW: Optimized caching + batch processing
SummaryCache,
summarize_grants_async,
extract_minimal_context,
)
# Optional: try to load hybrid search index (requires scikit-learn)
try:
from ..search.hybrid_index import load_index, search_by_grant_id
HAS_SEARCH_INDEX = True
except ImportError:
HAS_SEARCH_INDEX = False
load_index = None
search_by_grant_id = None
# ---------------------------------------------------------------------
# Utility helpers (moved to utils modules)
# ---------------------------------------------------------------------
# Date parsing: use utils.dates.parse_date() and format_date()
# Text normalization: use utils.text.clean()
# Number parsing: use utils.text.to_number()
# Keep backward compatibility wrappers
_parse_date = parse_date
_fmt_date = format_date
# Helper to normalize complex objects to searchable text
def _norm(s: Any) -> str:
"""Normalize any object to searchable text string."""
if s is None:
return ""
if isinstance(s, (list, tuple, set)):
return " ".join(_norm(x) for x in s if x)
if isinstance(s, dict):
return " ".join(_norm(v) for v in s.values() if v)
return clean(str(s)) # Use utils.text.clean() for final normalization
# Fuzzy matching helper - supports partial/typo matches
def _fuzzy_match(keyword: str, text: str, threshold: float = 0.6) -> bool:
"""
Check if keyword matches text using fuzzy matching.
Returns True if:
- Exact substring match (e.g., "ai" in "agentic ai")
- Fuzzy word match with high similarity (e.g., "agent" vs "agentic" @ 86%)
- Any word in text starts with the keyword
Args:
keyword: The search keyword
text: The text to search in
threshold: Minimum similarity score (0-1) for fuzzy match
Returns:
True if match found, False otherwise
"""
keyword_lower = keyword.lower()
text_lower = text.lower()
# Exact substring match (fastest, most common case)
if keyword_lower in text_lower:
return True
# Split into words and try fuzzy matching on individual words
text_words = text_lower.split()
keyword_words = keyword_lower.split()
for kw_word in keyword_words:
# Check if any text word starts with the keyword word
for text_word in text_words:
# Allow leading punctuation in text_word
clean_text_word = re.sub(r'^[^a-z0-9]+', '', text_word)
if clean_text_word.startswith(kw_word):
return True
# Fuzzy match single words (e.g., "agent" vs "agentic")
ratio = difflib.SequenceMatcher(None, kw_word, clean_text_word).ratio()
if ratio >= threshold:
return True
return False
# ---------------------------------------------------------------------
# Main ChatTools class
# ---------------------------------------------------------------------
@dataclass
class ChatTools:
current: List[Dict[str, Any]]
past: List[Dict[str, Any]]
def __init__(self, current: List[Dict[str, Any]], past: List[Dict[str, Any]]) -> None:
self.current = current or []
self.past = past or []
self.cfg = load_config()
try:
self.client = LLMClient(self.cfg)
except Exception as e:
logging.warning("LLMClient init failed: %s", e)
self.client = None
# Try to load hybrid index for enrichment (optional - requires scikit-learn)
self.support_idx = None
if HAS_SEARCH_INDEX:
idx_path = Path("data/index/hybrid_index.pkl")
try:
self.support_idx = load_index() if idx_path.exists() else None
except Exception as e:
logging.warning("Could not load search index: %s", e)
self.support_idx = None
# Initialize cache for summaries (NEW: Optimized caching)
self.summary_cache = SummaryCache(ttl_seconds=3600)
# -----------------------------------------------------------------
# Status calculation (NEW)
# -----------------------------------------------------------------
def _calculate_grant_status(self, grant: Dict[str, Any]) -> str:
"""
Calculate grant status based on open_date and close_date.
Returns: "upcoming", "open", or "closed"
"""
today = datetime.now()
close_date = _parse_date(grant.get("close_date") or grant.get("deadline"))
open_date = _parse_date(grant.get("open_date"))
# If we can't parse dates, assume open
if not close_date:
return "unknown"
# If deadline has passed, it's closed
if close_date < today:
return "closed"
# If hasn't opened yet, it's upcoming
if open_date and open_date > today:
return "upcoming"
# Otherwise it's open
return "open"
# -----------------------------------------------------------------
# Listing grants
# -----------------------------------------------------------------
def list_grants(
self,
keyword: Optional[str] = None,
max_award: Optional[float] = None,
audience: Optional[str] = None,
status: Optional[str] = None,
limit: Optional[int] = None,
) -> List[Dict[str, Any]]:
"""
List all grants (or filtered subset) sorted by deadline.
Args:
keyword: Filter by keyword in title/description
max_award: Filter by maximum funding ceiling
audience: Filter by audience type (not yet implemented)
status: Filter by status - "open", "closed", "upcoming", or None for all
limit: Max results to return. If None, returns ALL matching grants.
Returns:
List of grant dicts sorted by deadline, with status field included
"""
kw = (keyword or "").lower()
results = []
for r in self.current:
txt = _norm(r)
# Use fuzzy matching instead of exact substring match
if kw and not _fuzzy_match(kw, txt):
continue
if max_award is not None:
ma = to_number(r.get("max_award") or r.get("funding_max"))
if ma and ma > max_award:
continue
# Calculate status based on dates
grant_status = self._calculate_grant_status(r)
# Filter by status if specified
if status is not None and grant_status != status:
continue
results.append(
{
"id": r.get("id") or r.get("competition_id"),
"title": r.get("title") or "(untitled)",
"deadline": r.get("deadline") or r.get("close_date") or "n/a",
"status": grant_status, # NEW: Include status field
}
)
results.sort(key=lambda x: _parse_date(x.get("deadline")) or datetime.max)
# KEY FIX: Return ALL results if limit is None, not hardcoded 5
if limit is None:
return results
return results[:limit]
# -----------------------------------------------------------------
# Search past winners
# -----------------------------------------------------------------
def search_past_winners(
self,
keyword: Optional[str] = None,
competition: Optional[str] = None,
limit: Optional[int] = None,
) -> List[Dict[str, Any]]:
"""
Search past winners by keyword or competition name.
Args:
keyword: Filter by keyword in project title, organization, or description
competition: Filter by competition/programme name
limit: Max results to return. If None, returns ALL matching winners.
Returns:
List of past winner records sorted by year (newest first)
"""
kw = (keyword or "").lower()
comp = (competition or "").lower()
results = []
for r in self.past:
# Filter by keyword (searches project title, org name, and description)
if kw:
searchable_text = _norm({
"project_title": r.get("project_title"),
"lead_org": r.get("lead_org"),
"participant_name": r.get("participant_name"),
"public_description": r.get("public_description"),
"abstract": r.get("abstract"),
})
# Use fuzzy matching instead of exact substring match
if not _fuzzy_match(kw, searchable_text):
continue
# Filter by competition name
if comp:
comp_text = _norm({
"competition": r.get("competition"),
"competition_title": r.get("competition_title"),
"programme_title": r.get("programme_title"),
})
# Use fuzzy matching instead of exact substring match
if not _fuzzy_match(comp, comp_text):
continue
# Extract key fields for display
results.append({
"project_title": r.get("project_title") or "(untitled)",
"lead_org": r.get("lead_org") or r.get("participant_name") or "(unknown)",
"competition": r.get("competition_title") or r.get("competition") or "(unknown)",
"award_amount": r.get("award_amount"),
"year": r.get("year") or r.get("project_start_date"),
"abstract": r.get("public_description") or r.get("abstract"),
})
# Sort by year (newest first)
results.sort(
key=lambda x: _parse_date(x.get("year")) or datetime.min,
reverse=True
)
# Return all results if limit is None
if limit is None:
return results
return results[:limit]
# -----------------------------------------------------------------
# Retrieve a single grant
# -----------------------------------------------------------------
def get_grant(self, gid: str) -> Dict[str, Any]:
gid = str(gid).replace("competition-", "").replace("grant-", "").strip().lower()
for coll in (self.current, self.past):
for r in coll:
rid = str(r.get("id") or r.get("competition_id") or "").lower()
if rid.replace("competition-", "") == gid:
return r
raise KeyError(f"Grant not found: {gid}")
# -----------------------------------------------------------------
# Batch Summarize Multiple Grants (NEW - Parallelized)
# -----------------------------------------------------------------
async def summarize_grants_batch(
self,
grant_ids: List[str],
include_supporting: bool = False,
batch_size: int = 5,
):
"""
Batch summarize multiple grants efficiently using parallel processing.
This method:
1. Resolves grant IDs to grant objects
2. Processes them in parallel batches (5 per batch by default)
3. Caches results for future use
4. Yields results as they complete (parallelized)
Args:
grant_ids: List of grant IDs to summarize
include_supporting: If True, include supporting materials (slower)
batch_size: Number of grants per batch (default 5)
Yields:
Dict with grant_id, title, summary_md as each completes
"""
import asyncio
# Resolve all grant IDs to actual grant objects
grants_to_summarize = []
for gid in grant_ids:
try:
grant = self.get_grant(gid)
grants_to_summarize.append(grant)
except KeyError:
logging.warning(f"Grant not found: {gid}")
continue
if not grants_to_summarize:
logging.warning("No valid grants found to summarize")
return
logging.info(
f"📦 Starting batch summarization of {len(grants_to_summarize)} grants "
f"(batch_size={batch_size})"
)
# Use the optimized async batch processing function
try:
results = await summarize_grants_async(
grants_to_summarize,
past_winners=self.past,
client=self.client,
cache=self.summary_cache,
batch_size=batch_size,
)
# Yield each result as it's ready
for result in results:
yield result
except Exception as e:
logging.error(f"Batch summarization failed: {e}")
raise
async def get_all_grant_summaries(self, batch_size: int = 5):
"""
Get summaries of ALL grants in a single efficient batch operation.
This method:
1. Extracts all grant IDs from current database
2. Summarizes them all in parallel batches
3. Returns all results formatted for display
Args:
batch_size: Number of grants per batch (default 5)
Yields:
Dict with grant_id, title, summary_md as each completes
"""
# Get all grant IDs
all_grants = self.list_grants(limit=None) # Get ALL grants
all_grant_ids = [g["id"] for g in all_grants]
if not all_grant_ids:
logging.warning("No grants found in database")
return
logging.info(f"📦 Getting summaries for ALL {len(all_grant_ids)} grants in batch")
# Use batch summarization with all IDs
async for result in self.summarize_grants_batch(all_grant_ids, batch_size=batch_size):
yield result
# -----------------------------------------------------------------
# Summarize a grant
# -----------------------------------------------------------------
def summarize_grant(self, gid: str, include_supporting: bool = True) -> Dict[str, Any]:
"""
Summarize a grant using LLM with caching.
Args:
gid: Grant ID
include_supporting: If True, include supporting PDFs and materials in context
Returns:
Dict with summary_md, title, id
"""
row = self.get_grant(gid)
title = row.get("title", "(untitled)")
grant_id = row.get("id") or gid
# NEW: Check cache first
cached_summary = self.summary_cache.get(row)
if cached_summary:
logging.info("📦 Cache HIT for grant %s", grant_id)
return {
"summary_md": cached_summary,
"title": title,
"id": grant_id,
}
# Use enhanced context builder that includes supporting materials
if include_supporting:
try:
context = build_context_with_supporting(row, k=5)
except Exception as e:
logging.warning("Failed to build context with supporting materials: %s", e)
# Fallback to basic context
context = self._build_basic_context(row)
else:
context = self._build_basic_context(row)
if not self.client or not self.client.is_ready():
result = {
"summary_md": f"LLM unavailable — context excerpt:\n\n{context[:1000]}",
"title": title,
"id": grant_id,
}
self.summary_cache.set(row, result["summary_md"])
return result
payload = build_prompt("openai", context)
try:
text = self.client.chat(payload["messages"], max_tokens=1200, temperature=0.25)
logging.info("✅ Generated summary for grant %s", grant_id)
except Exception as e:
text = f"LLM error: {e}\n\n{context[:800]}"
logging.error("❌ Failed to summarize %s: %s", grant_id, e)
# NEW: Cache the summary
self.summary_cache.set(row, text)
return {"summary_md": text, "title": title, "id": grant_id}
# -----------------------------------------------------------------
# Helper method for basic context (without supporting materials)
# -----------------------------------------------------------------
def _build_basic_context(self, row: Dict[str, Any]) -> str:
"""Build basic grant context without supporting materials."""
title = row.get("title", "(untitled)")
url = row.get("url") or row.get("source_url") or ""
parts = [
f"TITLE: {title}",
f"ID: {row.get('id') or row.get('competition_id')}",
f"URL: {url}",
f"DEADLINE: {_fmt_date(row.get('deadline') or row.get('close_date'))}",
]
for k in (
"summary",
"overview",
"scope",
"eligibility",
"funding",
"dates",
"how_to_apply",
"supporting_information",
):
v = row.get(k)
if v:
parts.append(f"{k.upper()}:\n{_norm(v)}")
return "\n".join(parts)
# -----------------------------------------------------------------
# Compare two grants (deterministic)
# -----------------------------------------------------------------
def compare_grants(self, grant_id_a: str, grant_id_b: str) -> dict:
"""
Deterministic comparison:
- Loads both grant records and any supporting index data
- Builds a factual side-by-side table from structured fields
- Optionally adds a short insight section from the LLM
"""
# ---------------- enrich ----------------
def enrich(gid: str) -> dict:
base = self.get_grant(gid)
row = dict(base)
if self.support_idx:
hits = search_by_grant_id(
self.support_idx,
gid.replace("competition-", "").replace("grant-", ""),
k=5
)
# Adapt to new format: [(doc_dict, score), ...]
if hits:
doc, score = hits[0]
meta = doc.get("meta", {})
for k, v in meta.items():
if v and k not in row:
row[k] = v
row["_support_text"] = doc.get("text", "")
return row
A = enrich(grant_id_a)
B = enrich(grant_id_b)
def getf(d: dict, key: str) -> str:
v = d.get(key) or d.get(key.replace("_", " ")) or ""
return str(v).strip() if v not in (None, "", "n/a") else "—"
def get_funding(d: dict, field: str) -> str:
"""Extract funding amount from nested structure."""
funding = d.get("funding", {})
if isinstance(funding, dict):
val = funding.get(field)
if val is not None:
try:
return f"{float(val):,.0f}"
except (ValueError, TypeError):
pass
# Fallback to flat field
return getf(d, f"funding_{field}")
# ---------------- table fields ----------------
fields = [
("Title", getf(A, "title"), getf(B, "title")),
("Open date", getf(A, "open_date"), getf(B, "open_date")),
("Close date", getf(A, "close_date"), getf(B, "close_date")),
(
"Funding per project",
f"£{get_funding(A, 'min')}–£{get_funding(A, 'max')}",
f"£{get_funding(B, 'min')}–£{get_funding(B, 'max')}",
),
("Total pot", f"£{get_funding(A, 'total_pot')}", f"£{get_funding(B, 'total_pot')}"),
(
"Duration (months)",
f"{getf(A, 'duration_min')}{getf(A, 'duration_max')}",
f"{getf(B, 'duration_min')}{getf(B, 'duration_max')}",
),
]
# Build text-based comparison instead of table
comparison_lines = ["### Grant A: " + getf(A, "title")]
for name, va, vb in fields:
comparison_lines.append(f"**{name}:** {va}")
comparison_lines.append("\n### Grant B: " + getf(B, "title"))
for name, va, vb in fields:
comparison_lines.append(f"**{name}:** {vb}")
# ---------------- optional insight ----------------
context_text = ""
if "_support_text" in A:
context_text += "\n\n[Grant A Supporting Text]\n" + A["_support_text"][:1500]
if "_support_text" in B:
context_text += "\n\n[Grant B Supporting Text]\n" + B["_support_text"][:1500]
insight = ""
if self.client and self.client.is_ready() and context_text.strip():
try:
prompt = (
"Given the factual comparison and context below, write 3-5 bullet points "
"highlighting *meaningful differences* that matter to SMEs (funding size, "
"duration, eligibility, etc.). Do not restate identical facts.\n\n"
+ "\n".join(comparison_lines)
+ "\n\n"
+ context_text
)
insight = self.client.summarize(prompt)
except Exception as e:
logging.warning("compare_grants insight failed: %s", e)
md = [
"### Comparison",
"\n".join(comparison_lines),
]
if insight:
md += ["\n### Key differences", insight]
return {"comparison_md": "\n".join(md)}
# -----------------------------------------------------------------
# Deadlines overview
# -----------------------------------------------------------------
def deadlines_overview(self, n: Optional[int] = None) -> List[Dict[str, Any]]:
"""
Get upcoming grant deadlines sorted by date.
If n is None, returns all deadlines. Otherwise returns top n.
"""
rows = []
for r in self.current:
d = _parse_date(r.get("deadline") or r.get("close_date"))
if not d:
continue
status = self._calculate_grant_status(r)
rows.append(
{
"id": r.get("id") or r.get("competition_id"),
"title": r.get("title") or "(untitled)",
"deadline": d.strftime("%Y-%m-%d %H:%M:%S"),
"status": status, # NEW: Include status
}
)
rows.sort(key=lambda x: _parse_date(x["deadline"]) or datetime.max)
# Default to 5 if not specified (for backward compat with UI)
if n is None:
n = 5
return rows[:n]
# -----------------------------------------------------------------
# Analyze company for grant matching
# -----------------------------------------------------------------
def analyze_company_for_grants(self, company_url: str, limit: int = 3) -> Dict[str, Any]:
"""
Fetch a company website and analyze which grants would be most suitable.
Args:
company_url: URL of the company website to analyze
limit: Number of grant recommendations to return
Returns:
Dict with company analysis and recommended grants
"""
import urllib.request
from html.parser import HTMLParser
# Improved HTML to text parser that handles scripts/styles
class HTMLTextExtractor(HTMLParser):
def __init__(self):
super().__init__()
self.text = []
self.skip_tags = set()
def handle_starttag(self, tag, attrs):
# Skip script, style, noscript tags
if tag in ('script', 'style', 'noscript', 'svg'):
self.skip_tags.add(tag)
def handle_endtag(self, tag):
self.skip_tags.discard(tag)
def handle_data(self, data):
# Only add text if not in skip tags
if not self.skip_tags:
stripped = data.strip()
if stripped and len(stripped) > 3: # Filter out single chars
self.text.append(stripped)
def get_text(self):
return ' '.join(self.text)
try:
# Fetch the website
logging.info(f"Fetching company website: {company_url}")
# Add scheme if missing
if not company_url.startswith(('http://', 'https://')):
company_url = 'https://' + company_url
# Set a realistic user agent to avoid blocks
headers = {
'User-Agent': 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/120.0.0.0 Safari/537.36'
}
req = urllib.request.Request(company_url, headers=headers)
# Fetch with timeout
with urllib.request.urlopen(req, timeout=15) as response:
html = response.read().decode('utf-8', errors='ignore')
# Extract text from HTML
parser = HTMLTextExtractor()
parser.feed(html)
company_text = parser.get_text()
# Clean and truncate (keep first 4000 chars for analysis)
company_text = ' '.join(company_text.split())[:4000]
logging.info(f"Extracted {len(company_text)} chars from {company_url}")
# Debug: log first 200 chars
logging.debug(f"First 200 chars: {company_text[:200]}")
except Exception as e:
logging.error(f"Failed to fetch company website: {e}")
return {
"error": f"Could not fetch website: {str(e)}",
"company_url": company_url,
"recommendations": []
}
# Use LLM to analyze company and match with grants
if not self.client or not self.client.is_ready():
return {
"error": "LLM not available for analysis",
"company_url": company_url,
"recommendations": []
}
try:
# Get list of available grants
available_grants = []
for r in self.current[:20]: # Limit to 20 grants for context
available_grants.append({
"id": r.get("id") or r.get("competition_id"),
"title": r.get("title", "(untitled)"),
"summary": r.get("summary", "")[:200],
"scope": r.get("scope", "")[:200],
"funding_max": r.get("funding_max") or r.get("max_award"),
"deadline": r.get("deadline") or r.get("close_date")
})
# Build analysis prompt
grants_context = "\n".join([
f"- {g['id']}: {g['title']} (max funding: £{g['funding_max']}, deadline: {g['deadline']})"
for g in available_grants
])
prompt = f"""Analyze this company website and recommend the most suitable grants.
COMPANY WEBSITE TEXT:
{company_text}
AVAILABLE GRANTS:
{grants_context}
Based on the company's activities, industry, and apparent needs, which grants would be most suitable?
Provide your answer in this format:
COMPANY ANALYSIS:
[Brief 2-3 sentence analysis of what the company does]
RECOMMENDED GRANTS:
1. [Grant ID]: [Grant Title]
- Why: [1-2 sentence explanation of fit]
2. [Grant ID]: [Grant Title]
- Why: [1-2 sentence explanation of fit]
3. [Grant ID]: [Grant Title]
- Why: [1-2 sentence explanation of fit]
"""
# Get LLM analysis
analysis_text = self.client.summarize(prompt)
# Extract recommended grant IDs from the response
recommended_ids = []
for line in analysis_text.split('\n'):
# Look for patterns like "1. competition-2313:" or "- 2313:"
match = re.search(r'(?:competition-)?(\d{4})', line)
if match:
gid = match.group(1)
if gid not in recommended_ids:
recommended_ids.append(gid)
if len(recommended_ids) >= limit:
break
# Get full details for recommended grants
recommendations = []
for gid in recommended_ids:
try:
grant = self.get_grant(gid)
recommendations.append({
"id": grant.get("id") or grant.get("competition_id"),
"title": grant.get("title"),
"deadline": grant.get("deadline") or grant.get("close_date"),
"funding_max": grant.get("funding_max") or grant.get("max_award"),
})
except KeyError:
continue
return {
"company_url": company_url,
"analysis": analysis_text,
"recommendations": recommendations
}
except Exception as e:
logging.error(f"Failed to analyze company: {e}")
return {
"error": f"Analysis failed: {str(e)}",
"company_url": company_url,
"recommendations": []
}