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  1. README.md +202 -13
  2. app.py +127 -0
  3. data.csv +90 -0
  4. demo.py +396 -0
  5. llm_utils.py +240 -0
  6. requirements.txt +4 -3
README.md CHANGED
@@ -1,20 +1,209 @@
1
  ---
2
- title: Analytics Bot
3
- emoji: 🚀
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- colorFrom: red
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- colorTo: red
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- sdk: docker
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- app_port: 8501
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- tags:
9
- - streamlit
10
  pinned: false
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- short_description: Streamlit template space
12
  license: mit
13
  ---
14
 
15
- # Welcome to Streamlit!
16
 
17
- Edit `/src/streamlit_app.py` to customize this app to your heart's desire. :heart:
 
18
 
19
- If you have any questions, checkout our [documentation](https://docs.streamlit.io) and [community
20
- forums](https://discuss.streamlit.io).
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
  ---
2
+ title: Analytics Validation Demo
3
+ emoji: 📊
4
+ colorFrom: blue
5
+ colorTo: indigo
6
+ sdk: streamlit
7
+ sdk_version: 1.35.0
8
+ app_file: app.py
 
9
  pinned: false
 
10
  license: mit
11
  ---
12
 
13
+ # Analytics Validation Demo
14
 
15
+ A local, demo-ready automation tool that helps data analysts validate business
16
+ metrics before presenting them to leadership. Built with Python and LangChain.
17
 
18
+ ---
19
+
20
+ ## What Problem This Solves
21
+
22
+ Data analysts frequently receive raw CSV exports from finance or operations
23
+ systems and must manually scan them for quality issues — missing values, date
24
+ gaps, sudden metric drops — before any numbers are presented to executives.
25
+
26
+ This tool automates that first-pass validation. It runs a deterministic rule
27
+ engine against daily KPI data, surfaces detected issues with precise context
28
+ (which column, which date, how large the drop), and optionally uses a local
29
+ LLM to narrate the findings in plain business English.
30
+
31
+ **The goal is to give an analyst a clean, trustworthy summary in seconds —
32
+ not to replace the analyst's judgment.**
33
+
34
+ ---
35
+
36
+ ## What Is Automated vs. What Is Not
37
+
38
+ | Automated | Not Automated |
39
+ |---|---|
40
+ | Missing value detection (per column, per date) | Root cause investigation |
41
+ | Row count / date gap detection | Database reconciliation |
42
+ | Day-over-day drop flagging (>20% threshold) | Trend analysis or forecasting |
43
+ | Descriptive statistics (min/max/mean/std/total) | Seasonality modeling |
44
+ | Duplicate date detection | Dashboard or report publishing |
45
+ | Plain-language issue narration (via LLM, optional) | Alerting or notifications |
46
+ | Fallback text summary when LLM unavailable | Automated decision-making |
47
+
48
+ The system will **never** invent data, speculate on causes, or auto-correct
49
+ issues. It only reports what it finds.
50
+
51
+ ---
52
+
53
+ ## How to Run Locally
54
+
55
+ ### Prerequisites
56
+
57
+ - Python 3.10 or later
58
+ - pip
59
+
60
+ ### Install dependencies
61
+
62
+ ```bash
63
+ pip install pandas langchain-core langchain-community langchain-ollama
64
+ ```
65
+
66
+ ### Run the demo
67
+
68
+ ```bash
69
+ cd analytics_langchain_demo
70
+ python demo.py
71
+ ```
72
+
73
+ The script reads `data.csv` from the same directory and prints a structured
74
+ validation report to the console.
75
+
76
+ ### Optional: Enable LLM summaries via Ollama
77
+
78
+ If you have [Ollama](https://ollama.com) installed:
79
+
80
+ ```bash
81
+ # Pull the model (one-time, ~2 GB)
82
+ ollama pull llama3.2
83
+
84
+ # Start the Ollama server (in a separate terminal)
85
+ ollama serve
86
+ ```
87
+
88
+ Then run `python demo.py` as normal. The report will include an LLM-generated
89
+ executive summary instead of the rule-based fallback text.
90
+
91
+ If Ollama is not running, the demo still produces a complete report — it logs
92
+ a message to stderr and uses the deterministic fallback automatically.
93
+
94
+ ---
95
+
96
+ ## Project Structure
97
+
98
+ ```
99
+ analytics_langchain_demo/
100
+ ├── demo.py Main runner. Contains load_data(), run_checks(),
101
+ │ format_console_output(), and main(). All rule-engine
102
+ │ logic lives here. No LLM calls.
103
+
104
+ ├── llm_utils.py LangChain integration layer. Tries Ollama; falls back
105
+ │ to a deterministic text summary if unavailable.
106
+ │ The only file that imports LangChain.
107
+
108
+ ├── data.csv 90-day synthetic daily metrics (revenue, orders) with
109
+ │ injected missing values, a date gap, and anomaly drops.
110
+
111
+ └── README.md This file.
112
+ ```
113
+
114
+ ---
115
+
116
+ ## Why LLMs Are Used Cautiously
117
+
118
+ The rule engine is the source of truth. It produces deterministic, auditable
119
+ findings: specific columns, specific dates, specific percentage changes. These
120
+ facts never change between runs.
121
+
122
+ The LLM only narrates those pre-computed facts in plain language. The prompt
123
+ explicitly instructs it to:
124
+
125
+ - Not speculate on causes
126
+ - Not introduce information not present in the data
127
+ - Use a neutral, executive-friendly tone
128
+
129
+ This means the LLM cannot hallucinate a root cause or suggest a business
130
+ conclusion. It is a translator, not an analyst.
131
+
132
+ If the LLM is unavailable, the output is functionally identical — just
133
+ template-generated rather than model-generated. This makes the tool safe to
134
+ use in regulated or high-stakes reporting environments where outputs must
135
+ be reproducible.
136
+
137
+ ---
138
+
139
+ ## How This Scales in Production
140
+
141
+ This demo is intentionally small. Here is how each layer would evolve:
142
+
143
+ **Data input**
144
+ Replace `pd.read_csv()` with a SQLAlchemy connector to query directly from a
145
+ data warehouse (Snowflake, Redshift, BigQuery). The `run_checks()` function
146
+ signature does not change — it still receives a DataFrame.
147
+
148
+ **Scheduling**
149
+ Wrap `main()` in a Prefect or Airflow task to run nightly. Add a `--date`
150
+ argument so the tool checks a specific reporting period rather than the
151
+ full CSV.
152
+
153
+ **LLM**
154
+ Replace Ollama with a hosted model via `langchain-anthropic` or
155
+ `langchain-openai`. Inject the API key via environment variable. The
156
+ `_try_ollama_summary()` function is the only change point.
157
+
158
+ **Output**
159
+ Export `results` as JSON to a shared location for downstream dashboard
160
+ ingestion. Add a Slack or email alert when any ERROR-severity issues are found.
161
+
162
+ **Thresholds**
163
+ Move `ANOMALY_THRESHOLD` from a hardcoded constant to a YAML config file
164
+ so different teams can tune sensitivity without changing code.
165
+
166
+ ---
167
+
168
+ ## Sample Output (no Ollama)
169
+
170
+ ```
171
+ ============================================================
172
+ ANALYTICS VALIDATION REPORT
173
+ Generated : 2024-04-01 09:15:32
174
+ Data file : data.csv
175
+ ============================================================
176
+
177
+ ---- [ SECTION 1: DATA OVERVIEW ] --------------------------
178
+ Date Range : 2024-01-01 to 2024-03-30
179
+ Actual Rows : 89
180
+ Expected Rows : 90
181
+ Row Status : 1 row gap detected
182
+
183
+ ---- [ SECTION 2: KPI STATISTICS ] -------------------------
184
+
185
+ REVENUE (USD)
186
+ Min : $28,341.00
187
+ Max : $51,203.40
188
+ Mean : $44,782.15
189
+ ...
190
+
191
+ ---- [ SECTION 3: DETECTED ISSUES ] ------------------------
192
+
193
+ Total issues found: 6
194
+
195
+ [WARNING] missing_values | Column: revenue
196
+ Detail : 1 missing value(s) in 'revenue' column
197
+ Dates : 2024-02-05
198
+ ...
199
+
200
+ ---- [ SECTION 4: EXECUTIVE SUMMARY ] ----------------------
201
+
202
+ Source: Rule-Based Fallback (Ollama unavailable)
203
+
204
+ The dataset spans 89 rows from 2024-01-01 to 2024-03-30
205
+ (expected 90 calendar days). Missing values were identified
206
+ in column(s): orders, revenue. A row count gap of 1 was
207
+ detected in the date sequence. 3 day-over-day drop(s)
208
+ exceeding the 20% anomaly threshold were flagged...
209
+ ```
app.py ADDED
@@ -0,0 +1,127 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ import streamlit as st
2
+ import pandas as pd
3
+ from pathlib import Path
4
+ from demo import load_data, run_checks, format_console_output
5
+ from llm_utils import generate_summary
6
+
7
+ # ---------------------------------------------------------------------------
8
+ # Configuration & Setup
9
+ # ---------------------------------------------------------------------------
10
+ st.set_page_config(
11
+ page_title="Analytics Validation Demo",
12
+ page_icon="📊",
13
+ layout="wide"
14
+ )
15
+
16
+ # ---------------------------------------------------------------------------
17
+ # Helper Functions
18
+ # ---------------------------------------------------------------------------
19
+ @st.cache_data
20
+ def load_and_verify_data(filepath):
21
+ """Load data using existing logic from demo.py."""
22
+ return load_data(filepath)
23
+
24
+ def display_issues(issues):
25
+ """Render list of issues as Streamlit alerts."""
26
+ if not issues:
27
+ st.success("✅ No issues detected. Data appears clean.")
28
+ return
29
+
30
+ st.warning(f"⚠️ Found {len(issues)} issues")
31
+
32
+ for issue in issues:
33
+ severity_icon = "🔴" if issue["severity"] == "ERROR" else "⚠️"
34
+ with st.expander(f"{severity_icon} [{issue['severity']}] {issue['type']} in {issue.get('column', 'General')}"):
35
+ st.write(f"**Detail:** {issue['detail']}")
36
+ if issue.get("dates"):
37
+ st.write(f"**Affected Dates:** {', '.join(issue['dates'])}")
38
+
39
+ def display_metrics(stats):
40
+ """Render Key Metrics in columns."""
41
+ st.subheader("Key Metrics")
42
+
43
+ col1, col2 = st.columns(2)
44
+
45
+ with col1:
46
+ rev = stats["revenue"]
47
+ st.metric("Total Revenue", f"${rev['total']:,.2f}")
48
+ st.caption(f"Mean: ${rev['mean']:,.2f} | Missing: {rev['missing_count']}")
49
+
50
+ with col2:
51
+ ord_ = stats["orders"]
52
+ st.metric("Total Orders", f"{int(ord_['total']):,}")
53
+ st.caption(f"Mean: {ord_['mean']:,.0f} | Missing: {ord_['missing_count']}")
54
+
55
+ st.divider()
56
+
57
+ # ---------------------------------------------------------------------------
58
+ # Main App Layout
59
+ # ---------------------------------------------------------------------------
60
+ def main():
61
+ st.title("📊 Analytics Validation Engine")
62
+ st.markdown("""
63
+ This demo validates daily business metrics for anomalies, missing data, and consistency errors.
64
+ It uses a deterministic rule engine and an optional local LLM for narration.
65
+ """)
66
+
67
+ # Sidebar parameters
68
+ st.sidebar.header("Configuration")
69
+ uploaded_file = st.sidebar.file_uploader("Upload CSV", type=["csv"])
70
+
71
+ # Check for default data if no upload
72
+ data_path = "data.csv"
73
+ if uploaded_file is not None:
74
+ data_path = uploaded_file
75
+ elif not Path(data_path).exists():
76
+ st.error("❌ data.csv not found and no file uploaded.")
77
+ st.stop()
78
+
79
+ # Load Data
80
+ try:
81
+ if uploaded_file:
82
+ df = pd.read_csv(uploaded_file, parse_dates=["date"])
83
+ # Quick re-validation using original logic if possible, or just use pandas directly
84
+ # Ideally we re-use load_data but it expects a filepath string.
85
+ # For simplicity in this demo, let's just use the loaded DF if it's from upload,
86
+ # but we need to ensure it matches schema.
87
+ if not pd.api.types.is_datetime64_any_dtype(df["date"]):
88
+ df["date"] = pd.to_datetime(df["date"])
89
+ df = df.sort_values("date").reset_index(drop=True)
90
+ else:
91
+ df = load_and_verify_data(data_path)
92
+
93
+ st.sidebar.success(f"Loaded {len(df)} rows")
94
+
95
+ except Exception as e:
96
+ st.error(f"Error loading data: {e}")
97
+ st.stop()
98
+
99
+ # Run Analysis
100
+ with st.spinner("Running validation rules..."):
101
+ results = run_checks(df)
102
+
103
+ # Display Findings
104
+
105
+ # 1. Executive Summary
106
+ st.header("Executive Summary")
107
+
108
+ # We use a placeholder to update it if we want to stream (future optimization),
109
+ # but for now synchronous generation is fine.
110
+ with st.spinner("Generating summary (LLM or Rule-based)..."):
111
+ summary = generate_summary(results)
112
+
113
+ st.info(summary)
114
+
115
+ # 2. Detailed Issues
116
+ st.header("Detected Issues")
117
+ display_issues(results["issues"])
118
+
119
+ # 3. Data Overview
120
+ st.header("Data Overview")
121
+ display_metrics(results["stats"])
122
+
123
+ with st.expander("View Raw Data"):
124
+ st.dataframe(df)
125
+
126
+ if __name__ == "__main__":
127
+ main()
data.csv ADDED
@@ -0,0 +1,90 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ date,revenue,orders
2
+ 2024-01-01,44596.55,305
3
+ 2024-01-02,44688.32,317
4
+ 2024-01-03,44642.75,290
5
+ 2024-01-04,45930.49,314
6
+ 2024-01-05,44392.52,308
7
+ 2024-01-06,49250.43,354
8
+ 2024-01-07,50438.58,349
9
+ 2024-01-08,42932.7,284
10
+ 2024-01-09,45689.76,331
11
+ 2024-01-10,45116.64,310
12
+ 2024-01-11,46488.97,303
13
+ 2024-01-12,44125.62,310
14
+ 2024-01-13,51045.53,349
15
+ 2024-01-14,49654.48,345
16
+ 2024-01-15,47190.52,312
17
+ 2024-01-16,46591.1,303
18
+ 2024-01-17,37664.15,252
19
+ 2024-01-18,42435.73,303
20
+ 2024-01-19,46859.94,309
21
+ 2024-01-20,50972.61,340
22
+ 2024-01-21,48358.52,330
23
+ 2024-01-22,45320.38,322
24
+ 2024-01-23,46787.56,327
25
+ 2024-01-24,46819.85,329
26
+ 2024-01-25,43244.44,290
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+ 2024-01-26,43684.09,307
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+ 2024-01-27,47899.68,358
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+ 2024-01-28,46305.98,306
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+ 2024-01-29,47151.73,342
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+ 2024-01-30,46415.94,330
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+ 2024-01-31,48993.77,337
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+ 2024-02-01,41015.71,276
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+ 2024-02-02,47668.11,311
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+ 2024-02-03,48693.89,339
36
+ 2024-02-04,47716.34,338
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+ 2024-02-05,,349
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+ 2024-02-06,46735.91,
39
+ 2024-02-07,43426.97,290
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+ 2024-02-08,47666.37,322
41
+ 2024-02-09,44803.27,318
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+ 2024-02-10,46574.3,318
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+ 2024-02-11,43444.4,287
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+ 2024-02-12,43410.34,304
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+ 2024-02-13,48341.78,333
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+ 2024-02-14,30842.06,212
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+ 2024-02-15,48037.28,342
48
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50
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52
+ 2024-02-21,49460.57,342
53
+ 2024-02-22,43554.45,287
54
+ 2024-02-23,44577.11,325
55
+ 2024-02-24,50885.85,359
56
+ 2024-02-25,41947.56,298
57
+ 2024-02-26,46556.39,314
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62
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+ 2024-03-03,49215.85,325
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+ 2024-03-11,45145.8,305
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+ 2024-03-12,41505.1,289
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+ 2024-03-13,44463.25,331
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+ 2024-03-14,43289.13,302
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+ 2024-03-15,40606.8,275
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+ 2024-03-16,49331.21,350
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+ 2024-03-24,49282.37,336
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+ 2024-03-25,45313.51,330
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+ 2024-03-26,45332.39,319
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+ 2024-03-27,48348.05,327
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+ 2024-03-29,45643.26,307
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+ 2024-03-30,51039.04,359
demo.py ADDED
@@ -0,0 +1,396 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ demo.py — Analytics Validation Demo
3
+
4
+ Entry point for the analytics automation demo. Loads a CSV of daily business
5
+ metrics, runs a deterministic rule-based validation engine, optionally enriches
6
+ the findings with an LLM narrative, and prints a structured console report.
7
+
8
+ Usage:
9
+ python demo.py
10
+
11
+ The script expects data.csv to be in the same directory as this file.
12
+ """
13
+
14
+ from __future__ import annotations
15
+
16
+ import sys
17
+ from datetime import datetime
18
+ from pathlib import Path
19
+
20
+ import pandas as pd # type: ignore
21
+
22
+ from llm_utils import generate_summary # type: ignore
23
+
24
+ # ---------------------------------------------------------------------------
25
+ # Constants
26
+ # ---------------------------------------------------------------------------
27
+
28
+ DIVIDER = "=" * 60
29
+ SECTION_DIV = "-" * 60
30
+
31
+ # A day-over-day drop beyond this threshold is flagged as an anomaly.
32
+ # Why 20%: this is a common business heuristic for "something unusual happened"
33
+ # in daily revenue or order metrics. Adjust for your domain as needed.
34
+ ANOMALY_THRESHOLD = -0.20
35
+
36
+ REQUIRED_COLUMNS = {"date", "revenue", "orders"}
37
+
38
+
39
+ # ---------------------------------------------------------------------------
40
+ # Data loading
41
+ # ---------------------------------------------------------------------------
42
+
43
+
44
+ def load_data(filepath: str) -> pd.DataFrame:
45
+ """
46
+ Read and validate the input CSV file.
47
+
48
+ Args:
49
+ filepath: Absolute or relative path to the CSV.
50
+
51
+ Returns:
52
+ A DataFrame with columns [date (datetime64), revenue (float), orders (numeric)],
53
+ sorted ascending by date.
54
+
55
+ Raises:
56
+ FileNotFoundError: if the file does not exist.
57
+ ValueError: if required columns are missing or dates cannot be parsed.
58
+ pd.errors.EmptyDataError: if the file is empty.
59
+ """
60
+ df = pd.read_csv(filepath, parse_dates=["date"])
61
+
62
+ # Validate required columns before any processing
63
+ missing_cols = REQUIRED_COLUMNS - set(df.columns)
64
+ if missing_cols:
65
+ found = sorted(df.columns.tolist())
66
+ raise ValueError(
67
+ f"CSV is missing required column(s): {sorted(missing_cols)}. "
68
+ f"Found: {found}"
69
+ )
70
+
71
+ # Confirm date column parsed correctly — bad date formats produce object dtype
72
+ if not pd.api.types.is_datetime64_any_dtype(df["date"]):
73
+ raise ValueError(
74
+ "The 'date' column could not be parsed as dates. "
75
+ "Ensure dates are in YYYY-MM-DD format."
76
+ )
77
+
78
+ # Sort ascending so day-over-day calculations are always forward-looking
79
+ df = df.sort_values("date").reset_index(drop=True)
80
+ return df
81
+
82
+
83
+ # ---------------------------------------------------------------------------
84
+ # Rule engine
85
+ # ---------------------------------------------------------------------------
86
+
87
+
88
+ def run_checks(df: pd.DataFrame) -> dict:
89
+ """
90
+ Run all deterministic validation checks against the DataFrame.
91
+
92
+ This function never calls any LLM or external service. Every result is
93
+ derived purely from the data using pandas arithmetic and comparisons.
94
+
95
+ Args:
96
+ df: Clean DataFrame from load_data().
97
+
98
+ Returns:
99
+ A dict with keys:
100
+ "issues": list of issue dicts (see _make_issue for structure)
101
+ "stats": dict with "revenue", "orders", and "date_range" sub-dicts
102
+ """
103
+ issues: list[dict] = []
104
+
105
+ # -- Check A: Missing values -----------------------------------------
106
+ # NaN values in numeric columns make any aggregation over that period
107
+ # potentially misleading. Surface them so analysts know before reporting.
108
+ for col in ["revenue", "orders"]:
109
+ missing_mask = df[col].isna()
110
+ missing_count = int(missing_mask.sum())
111
+ if missing_count > 0:
112
+ affected_dates = df.loc[missing_mask, "date"].dt.strftime("%Y-%m-%d").tolist()
113
+ issues.append(
114
+ _make_issue(
115
+ type_="missing_values",
116
+ severity="WARNING",
117
+ column=col,
118
+ detail=f"{missing_count} missing value(s) in '{col}' column",
119
+ dates=affected_dates,
120
+ value=float(missing_count),
121
+ )
122
+ )
123
+
124
+ # -- Check B: Row count consistency ----------------------------------
125
+ # A missing date in a time series is invisible to most BI tools and
126
+ # creates silent gaps in trend lines. Flagging it early prevents charts
127
+ # that appear continuous but are actually dropping a day of data.
128
+ date_start = df["date"].min()
129
+ date_end = df["date"].max()
130
+ expected_rows = (date_end - date_start).days + 1
131
+ actual_rows = len(df)
132
+ row_gap = expected_rows - actual_rows
133
+
134
+ if row_gap != 0:
135
+ issues.append(
136
+ _make_issue(
137
+ type_="row_count",
138
+ severity="WARNING",
139
+ column=None,
140
+ detail=(
141
+ f"Expected {expected_rows} rows for date range "
142
+ f"{date_start.date()} to {date_end.date()}, "
143
+ f"found {actual_rows} (gap: {row_gap})"
144
+ ),
145
+ dates=[],
146
+ value=float(row_gap),
147
+ )
148
+ )
149
+
150
+ # -- Check C: Day-over-day anomaly drops -----------------------------
151
+ # A >20% single-day drop almost always signals either a data quality
152
+ # problem or a significant business event requiring executive attention.
153
+ # We drop NaN rows before calling pct_change() to prevent a missing value
154
+ # from propagating into the percentage calculation for adjacent rows.
155
+ for col in ["revenue", "orders"]:
156
+ series_clean = df[["date", col]].dropna(subset=[col]).copy()
157
+ series_clean["pct_change"] = series_clean[col].pct_change()
158
+
159
+ anomalies = series_clean[series_clean["pct_change"] < ANOMALY_THRESHOLD]
160
+ for _, row in anomalies.iterrows():
161
+ pct = float(row["pct_change"])
162
+ issues.append(
163
+ _make_issue(
164
+ type_="anomaly_drop",
165
+ severity="WARNING",
166
+ column=col,
167
+ detail=(
168
+ f"'{col}' dropped {pct:.1%} on "
169
+ f"{row['date'].strftime('%Y-%m-%d')}"
170
+ ),
171
+ dates=[str(row["date"].strftime("%Y-%m-%d"))],
172
+ value=round(float(pct * 100), 2), # type: ignore
173
+ )
174
+ )
175
+
176
+ # -- Check D: Duplicate dates ----------------------------------------
177
+ # Duplicate dates cause silent double-counting in GROUP BY aggregations.
178
+ # This is classified as ERROR (not WARNING) because it corrupts totals.
179
+ dup_mask = df["date"].duplicated(keep=False)
180
+ dup_count = int(dup_mask.sum())
181
+ if dup_count > 0:
182
+ raw_dates = df.loc[dup_mask, "date"].dt.strftime("%Y-%m-%d").unique().tolist()
183
+ dup_dates: list[str] = sorted(str(d) for d in raw_dates)
184
+ issues.append(
185
+ _make_issue(
186
+ type_="duplicate_dates",
187
+ severity="ERROR",
188
+ column="date",
189
+ detail=f"{dup_count} rows share duplicate dates: {', '.join(dup_dates)}",
190
+ dates=dup_dates,
191
+ value=float(dup_count),
192
+ )
193
+ )
194
+
195
+ # -- Statistics (always computed, skipna=True so one NaN doesn't block all stats)
196
+ stats = _compute_stats(df, date_start, date_end, actual_rows, expected_rows, row_gap)
197
+
198
+ return {"issues": issues, "stats": stats}
199
+
200
+
201
+ def _make_issue(
202
+ *,
203
+ type_: str,
204
+ severity: str,
205
+ column: str | None,
206
+ detail: str,
207
+ dates: list[str],
208
+ value: float | None,
209
+ ) -> dict:
210
+ """Return a consistently structured issue dict."""
211
+ return {
212
+ "type": type_,
213
+ "severity": severity,
214
+ "column": column,
215
+ "detail": detail,
216
+ "dates": dates,
217
+ "value": value,
218
+ }
219
+
220
+
221
+ def _compute_stats(
222
+ df: pd.DataFrame,
223
+ date_start: pd.Timestamp,
224
+ date_end: pd.Timestamp,
225
+ actual_rows: int,
226
+ expected_rows: int,
227
+ row_gap: int,
228
+ ) -> dict:
229
+ """Compute descriptive statistics for revenue and orders."""
230
+ stats: dict = {}
231
+
232
+ for col in ["revenue", "orders"]:
233
+ col_data = df[col]
234
+ stats[col] = {
235
+ "min": _safe_round(col_data.min(skipna=True), 2),
236
+ "max": _safe_round(col_data.max(skipna=True), 2),
237
+ "mean": _safe_round(col_data.mean(skipna=True), 2),
238
+ "std": _safe_round(col_data.std(skipna=True), 2),
239
+ "total": _safe_round(col_data.sum(skipna=True), 2),
240
+ "missing_count": int(col_data.isna().sum()),
241
+ }
242
+
243
+ stats["date_range"] = {
244
+ "start": date_start.strftime("%Y-%m-%d"),
245
+ "end": date_end.strftime("%Y-%m-%d"),
246
+ "actual_rows": actual_rows,
247
+ "expected_rows": expected_rows,
248
+ "row_gap": row_gap,
249
+ }
250
+
251
+ return stats
252
+
253
+
254
+ def _safe_round(value: float | None, ndigits: int) -> float | None:
255
+ """Round a value, returning None if it is NaN (e.g., all-NaN column)."""
256
+ try:
257
+ if value is None or (isinstance(value, float) and pd.isna(value)):
258
+ return None
259
+ return round(float(value), int(ndigits)) # type: ignore
260
+ except (TypeError, ValueError):
261
+ return None
262
+
263
+
264
+ # ---------------------------------------------------------------------------
265
+ # Console rendering
266
+ # ---------------------------------------------------------------------------
267
+
268
+
269
+ def format_console_output(results: dict, llm_summary: str) -> None:
270
+ """
271
+ Print a structured, ASCII-safe validation report to stdout.
272
+
273
+ This is a pure I/O function. It reads from results and llm_summary only;
274
+ it does not compute, modify, or validate anything.
275
+
276
+ Args:
277
+ results: The dict returned by run_checks().
278
+ llm_summary: The string returned by generate_summary().
279
+ """
280
+ timestamp = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
281
+ dr = results["stats"]["date_range"]
282
+ issues = results["issues"]
283
+
284
+ # Header
285
+ print(DIVIDER)
286
+ print(" ANALYTICS VALIDATION REPORT")
287
+ print(f" Generated : {timestamp}")
288
+ print(f" Data file : data.csv")
289
+ print(DIVIDER)
290
+
291
+ # Section 1: Data Overview
292
+ _section("1: DATA OVERVIEW")
293
+ print(f" Date Range : {dr['start']} to {dr['end']}")
294
+ print(f" Actual Rows : {dr['actual_rows']}")
295
+ print(f" Expected Rows : {dr['expected_rows']}")
296
+ gap_label = f"{dr['row_gap']} row gap detected" if dr["row_gap"] != 0 else "Consistent"
297
+ print(f" Row Status : {gap_label}")
298
+
299
+ # Section 2: KPI Statistics
300
+ _section("2: KPI STATISTICS")
301
+
302
+ rev = results["stats"]["revenue"]
303
+ print("\n REVENUE (USD)")
304
+ print(f" Min : {_fmt_usd(rev['min'])}")
305
+ print(f" Max : {_fmt_usd(rev['max'])}")
306
+ print(f" Mean : {_fmt_usd(rev['mean'])}")
307
+ print(f" Std Dev : {_fmt_usd(rev['std'])}")
308
+ print(f" Total : {_fmt_usd(rev['total'])}")
309
+ print(f" Missing : {rev['missing_count']} value(s)")
310
+
311
+ ord_ = results["stats"]["orders"]
312
+ print("\n ORDERS")
313
+ print(f" Min : {_fmt_int(ord_['min'])}")
314
+ print(f" Max : {_fmt_int(ord_['max'])}")
315
+ print(f" Mean : {_fmt_int(ord_['mean'])}")
316
+ print(f" Std Dev : {_fmt_int(ord_['std'])}")
317
+ print(f" Total : {_fmt_int(ord_['total'])}")
318
+ print(f" Missing : {ord_['missing_count']} value(s)")
319
+
320
+ # Section 3: Detected Issues
321
+ _section("3: DETECTED ISSUES")
322
+ print(f"\n Total issues found: {len(issues)}")
323
+
324
+ if not issues:
325
+ print("\n No issues detected. Data appears clean.")
326
+ else:
327
+ for issue in issues:
328
+ col_label = issue["column"] if issue["column"] else "N/A"
329
+ print(f"\n [{issue['severity']}] {issue['type']} | Column: {col_label}")
330
+ print(f" Detail : {issue['detail']}")
331
+ if issue["dates"]:
332
+ print(f" Dates : {', '.join(issue['dates'])}")
333
+
334
+ # Section 4: Executive Summary
335
+ _section("4: EXECUTIVE SUMMARY")
336
+ print()
337
+ print(llm_summary)
338
+
339
+ # Footer
340
+ print(f"\n{DIVIDER}")
341
+ print(" END OF REPORT")
342
+ print(DIVIDER)
343
+
344
+
345
+ def _section(title: str) -> None:
346
+ """Print a section divider line."""
347
+ header = f"---- [ SECTION {title} ] "
348
+ print(f"\n{header}{'-' * max(0, 60 - len(header))}")
349
+
350
+
351
+ def _fmt_usd(value: float | None) -> str:
352
+ if value is None:
353
+ return "N/A"
354
+ return f"${value:,.2f}"
355
+
356
+
357
+ def _fmt_int(value: float | None) -> str:
358
+ if value is None:
359
+ return "N/A"
360
+ return f"{int(value):,}"
361
+
362
+
363
+ # ---------------------------------------------------------------------------
364
+ # Entry point
365
+ # ---------------------------------------------------------------------------
366
+
367
+
368
+ def main() -> None:
369
+ # Resolve data path relative to this script's directory so the demo works
370
+ # regardless of where the user invokes it from (e.g., from the repo root).
371
+ script_dir = Path(__file__).parent
372
+ data_path = script_dir / "data.csv"
373
+
374
+ # Load — surface file and format errors before doing any work
375
+ try:
376
+ df = load_data(str(data_path))
377
+ except FileNotFoundError:
378
+ print(f"ERROR: data.csv not found at '{data_path}'")
379
+ print("Ensure data.csv is in the same directory as demo.py.")
380
+ sys.exit(1)
381
+ except (ValueError, pd.errors.EmptyDataError) as exc:
382
+ print(f"ERROR: Could not load data — {exc}")
383
+ sys.exit(1)
384
+
385
+ # Rule engine — always deterministic, never calls external services
386
+ results = run_checks(df)
387
+
388
+ # LLM narration — may fall back to rule-based text (handled inside generate_summary)
389
+ llm_summary = generate_summary(results)
390
+
391
+ # Render report
392
+ format_console_output(results, llm_summary)
393
+
394
+
395
+ if __name__ == "__main__":
396
+ main()
llm_utils.py ADDED
@@ -0,0 +1,240 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ """
2
+ llm_utils.py — LangChain integration layer for the analytics demo.
3
+
4
+ Design principle: the LLM is an optional narrator, not a decision-maker.
5
+ Every public function must return a valid result even when Ollama is absent.
6
+ """
7
+
8
+ from __future__ import annotations
9
+
10
+ import sys
11
+
12
+ # Guard against environments where LangChain is not installed.
13
+ # The rule engine in demo.py never imports this at module level for logic,
14
+ # so an ImportError here degrades gracefully to the fallback path.
15
+ #
16
+ # We prefer langchain-ollama (the current, non-deprecated package) and fall
17
+ # back to langchain_community.llms.Ollama for environments that only have
18
+ # the older package installed.
19
+ try:
20
+ from langchain_core.prompts import PromptTemplate
21
+
22
+ try:
23
+ from langchain_ollama import OllamaLLM as Ollama # preferred (langchain-ollama)
24
+ except ImportError:
25
+ from langchain_community.llms import Ollama # fallback (older install)
26
+
27
+ LANGCHAIN_AVAILABLE = True
28
+ except ImportError:
29
+ LANGCHAIN_AVAILABLE = False
30
+
31
+ # ---------------------------------------------------------------------------
32
+ # Configuration
33
+ # ---------------------------------------------------------------------------
34
+
35
+ OLLAMA_BASE_URL = "http://localhost:11434"
36
+ OLLAMA_MODEL = "llama3.2"
37
+
38
+ # The system instruction is kept as a constant so it can be audited,
39
+ # versioned, and referenced in documentation independently of the template.
40
+ SYSTEM_PROMPT = (
41
+ "You are assisting a business analyst. "
42
+ "Explain the following metric validation findings clearly and factually. "
43
+ "Do not speculate on causes. "
44
+ "Do not introduce information not present in the data. "
45
+ "Use a neutral, executive-friendly tone."
46
+ )
47
+
48
+
49
+ # ---------------------------------------------------------------------------
50
+ # Internal helpers
51
+ # ---------------------------------------------------------------------------
52
+
53
+
54
+ def _build_prompt_template() -> "PromptTemplate":
55
+ """
56
+ Construct the LangChain PromptTemplate.
57
+
58
+ Why PromptTemplate rather than an f-string: the variable injection point
59
+ is explicit and the template can be tested and versioned independently
60
+ of the findings serialization logic.
61
+ """
62
+ template = (
63
+ f"{SYSTEM_PROMPT}\n\n"
64
+ "Metric Validation Findings:\n"
65
+ "{findings_text}\n\n"
66
+ "Provide a concise executive summary (3-5 sentences) of the above findings. "
67
+ "Stick strictly to the facts presented."
68
+ )
69
+ return PromptTemplate(
70
+ input_variables=["findings_text"],
71
+ template=template,
72
+ )
73
+
74
+
75
+ def _serialize_findings(findings: dict) -> str:
76
+ """
77
+ Convert the structured findings dict into a plain-text paragraph suitable
78
+ for injection into the LLM prompt.
79
+
80
+ Why plain text rather than raw JSON: LLMs produce better, more natural
81
+ summaries when given prose-style context rather than nested JSON objects.
82
+ """
83
+ lines: list[str] = []
84
+
85
+ dr = findings["stats"]["date_range"]
86
+ lines.append(
87
+ f"Dataset covers {dr['actual_rows']} rows from {dr['start']} to {dr['end']}. "
88
+ f"Expected {dr['expected_rows']} rows based on the date range "
89
+ f"(gap: {dr['row_gap']} row(s))."
90
+ )
91
+
92
+ rev = findings["stats"]["revenue"]
93
+ lines.append(
94
+ f"Revenue (USD): mean=${rev['mean']:,.2f}, std=${rev['std']:,.2f}, "
95
+ f"total=${rev['total']:,.2f}, missing={rev['missing_count']} value(s)."
96
+ )
97
+
98
+ ord_ = findings["stats"]["orders"]
99
+ lines.append(
100
+ f"Orders: mean={ord_['mean']:,.0f}, std={ord_['std']:,.1f}, "
101
+ f"total={int(ord_['total']):,}, missing={ord_['missing_count']} value(s)."
102
+ )
103
+
104
+ issues = findings["issues"]
105
+ if issues:
106
+ lines.append(f"\nDetected {len(issues)} issue(s):")
107
+ for issue in issues:
108
+ date_str = f" on {', '.join(issue['dates'])}" if issue["dates"] else ""
109
+ lines.append(f" - [{issue['severity']}] {issue['detail']}{date_str}")
110
+ else:
111
+ lines.append("\nNo data quality issues detected. Dataset appears clean.")
112
+
113
+ return "\n".join(lines)
114
+
115
+
116
+ def _try_ollama_summary(findings_text: str) -> str | None:
117
+ """
118
+ Attempt a local Ollama call via LangChain. Returns the summary string on
119
+ success, or None on any failure (connection refused, model not found, etc.).
120
+
121
+ Why return None instead of raising: the caller uses None as a signal to
122
+ activate the deterministic fallback, keeping all error-handling in one place.
123
+ Errors are printed to stderr so they don't pollute the report on stdout.
124
+ """
125
+ if not LANGCHAIN_AVAILABLE:
126
+ return None
127
+
128
+ try:
129
+ prompt_template = _build_prompt_template()
130
+ llm = Ollama(base_url=OLLAMA_BASE_URL, model=OLLAMA_MODEL, timeout=30)
131
+
132
+ # LCEL pipe syntax: preferred over deprecated LLMChain
133
+ chain = prompt_template | llm
134
+ result = chain.invoke({"findings_text": findings_text})
135
+
136
+ # langchain_community.llms.Ollama returns a plain str;
137
+ # ChatOllama returns an AIMessage — handle both defensively.
138
+ if hasattr(result, "content"):
139
+ return result.content.strip() or None
140
+ return str(result).strip() or None
141
+
142
+ except Exception as exc:
143
+ print(
144
+ f"[llm_utils] Ollama unavailable ({type(exc).__name__}): {exc}",
145
+ file=sys.stderr,
146
+ )
147
+ return None
148
+
149
+
150
+ def _rule_based_summary(findings: dict) -> str:
151
+ """
152
+ Generate a deterministic plain-text summary from the findings dict.
153
+
154
+ This is the guaranteed fallback when no LLM is available. Template-driven
155
+ text is auditable, predictable, and consistent — qualities analysts require
156
+ from a validation tool used in reporting contexts.
157
+ """
158
+ dr = findings["stats"]["date_range"]
159
+ issues = findings["issues"]
160
+
161
+ line1 = (
162
+ f"The dataset spans {dr['actual_rows']} rows from {dr['start']} to "
163
+ f"{dr['end']} (expected {dr['expected_rows']} calendar days)."
164
+ )
165
+
166
+ if not issues:
167
+ return (
168
+ f" {line1}\n"
169
+ " No data quality issues were detected. "
170
+ "The dataset appears suitable for reporting."
171
+ )
172
+
173
+ parts: list[str] = []
174
+
175
+ missing_issues = [i for i in issues if i["type"] == "missing_values"]
176
+ row_issues = [i for i in issues if i["type"] == "row_count"]
177
+ anomaly_issues = [i for i in issues if i["type"] == "anomaly_drop"]
178
+ duplicate_issues = [i for i in issues if i["type"] == "duplicate_dates"]
179
+
180
+ if missing_issues:
181
+ cols = sorted({i["column"] for i in missing_issues})
182
+ parts.append(f"Missing values were identified in column(s): {', '.join(cols)}.")
183
+
184
+ if row_issues:
185
+ gap = row_issues[0]["value"]
186
+ parts.append(f"A row count gap of {int(gap)} was detected in the date sequence.")
187
+
188
+ if duplicate_issues:
189
+ parts.append(
190
+ f"{len(duplicate_issues)} duplicate date(s) were found, "
191
+ "which may cause double-counting in aggregations."
192
+ )
193
+
194
+ if anomaly_issues:
195
+ # Report worst single-day drop
196
+ worst = min(anomaly_issues, key=lambda x: x["value"])
197
+ parts.append(
198
+ f"{len(anomaly_issues)} day-over-day drop(s) exceeding the 20% anomaly "
199
+ f"threshold were flagged; the largest was {worst['value']:.1f}% "
200
+ f"on {worst['dates'][0]}."
201
+ )
202
+
203
+ parts.append(
204
+ "These findings should be reviewed and resolved before this dataset "
205
+ "is used in executive or board-level reporting."
206
+ )
207
+
208
+ body = " ".join(parts)
209
+ return f" {line1}\n {body}"
210
+
211
+
212
+ # ---------------------------------------------------------------------------
213
+ # Public API
214
+ # ---------------------------------------------------------------------------
215
+
216
+
217
+ def generate_summary(findings: dict) -> str:
218
+ """
219
+ Generate a human-readable summary of the findings dict.
220
+
221
+ Attempts an Ollama (local LLM) call first; falls back to a deterministic
222
+ rule-based summary if Ollama is unavailable. Always returns a non-empty string.
223
+
224
+ Args:
225
+ findings: The dict returned by demo.run_checks()
226
+
227
+ Returns:
228
+ A formatted summary string including a source label.
229
+ """
230
+ findings_text = _serialize_findings(findings)
231
+ llm_result = _try_ollama_summary(findings_text)
232
+
233
+ if llm_result:
234
+ source_label = f" Source: Ollama ({OLLAMA_MODEL})\n"
235
+ # Indent each line of LLM output to match the report's 2-space style
236
+ indented = "\n".join(f" {line}" for line in llm_result.splitlines())
237
+ return source_label + "\n" + indented
238
+
239
+ source_label = " Source: Rule-Based Fallback (Ollama unavailable)\n"
240
+ return source_label + "\n" + _rule_based_summary(findings)
requirements.txt CHANGED
@@ -1,3 +1,4 @@
1
- altair
2
- pandas
3
- streamlit
 
 
1
+ pandas
2
+ langchain-ollama
3
+ streamlit
4
+ watchdog