codebook / potato /simulator /user_simulator.py
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Deploy: Potato — Codebook Annotation
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"""
Core user simulator class.
This module provides the SimulatedUser class that simulates a single
annotator interacting with the Potato annotation platform via its API.
"""
import logging
import random
from typing import Dict, List, Any, Optional
from dataclasses import dataclass, field
from datetime import datetime
import requests
from .config import (
UserConfig,
SimulatorConfig,
CompetenceLevel,
AnnotationStrategyType,
TimingConfig,
InteractiveConfig,
)
from .competence_profiles import CompetenceProfile, create_competence_profile
from .annotation_strategies import AnnotationStrategy, create_strategy
from .timing_models import TimingModel, NoWaitTimingModel
from .interactive_runner import InteractiveSessionRunner
logger = logging.getLogger(__name__)
@dataclass
class AnnotationRecord:
"""Record of a single annotation submission.
Attributes:
instance_id: ID of the annotated instance
schema_name: Name of the annotation schema
annotation: The annotation data submitted
response_time: Time taken to annotate (seconds)
timestamp: When the annotation was submitted
was_attention_check: Whether this was an attention check item
attention_check_passed: Result of attention check (if applicable)
was_gold_standard: Whether this was a gold standard item
gold_standard_correct: Whether gold standard was answered correctly
"""
instance_id: str
schema_name: str
annotation: Dict[str, Any]
response_time: float
timestamp: datetime
was_attention_check: bool = False
attention_check_passed: Optional[bool] = None
was_gold_standard: bool = False
gold_standard_correct: Optional[bool] = None
@dataclass
class UserSimulationResult:
"""Results from a user simulation session.
Attributes:
user_id: ID of the simulated user
annotations: List of annotation records
total_time: Total simulation time in seconds
attention_checks_passed: Number of passed attention checks
attention_checks_failed: Number of failed attention checks
gold_standard_correct: Number of correct gold standard answers
gold_standard_incorrect: Number of incorrect gold standard answers
errors: List of error messages encountered
start_time: When simulation started
end_time: When simulation ended
was_blocked: Whether user was blocked by quality control
"""
user_id: str
annotations: List[AnnotationRecord] = field(default_factory=list)
total_time: float = 0.0
attention_checks_passed: int = 0
attention_checks_failed: int = 0
gold_standard_correct: int = 0
gold_standard_incorrect: int = 0
errors: List[str] = field(default_factory=list)
start_time: Optional[datetime] = None
end_time: Optional[datetime] = None
was_blocked: bool = False
class SimulatedUser:
"""Simulates a single user annotating items via the Potato API.
The SimulatedUser handles:
- Authentication (login/registration)
- Fetching annotation items
- Generating annotations based on strategy
- Submitting annotations
- Navigating between items
- Tracking quality control results
"""
def __init__(
self,
user_config: UserConfig,
server_url: str,
gold_standards: Optional[Dict[str, Dict[str, Any]]] = None,
simulate_wait: bool = False,
attention_check_fail_rate: float = 0.0,
respond_fast_rate: float = 0.0,
interactive_config: Optional[InteractiveConfig] = None,
):
"""Initialize simulated user.
Args:
user_config: Configuration for this user
server_url: Base URL of the Potato server
gold_standards: Optional gold standard answers keyed by instance_id
simulate_wait: Whether to actually wait between annotations
attention_check_fail_rate: Rate at which to fail attention checks
respond_fast_rate: Rate of suspiciously fast responses
"""
self.config = user_config
self.server_url = server_url.rstrip("/")
self.gold_standards = gold_standards or {}
self.attention_check_fail_rate = attention_check_fail_rate
self.respond_fast_rate = respond_fast_rate
# Initialize components
self.competence = create_competence_profile(user_config.competence)
self.strategy = self._create_strategy()
# Create timing model based on simulate_wait setting
if simulate_wait:
self.timing = TimingModel(user_config.timing)
else:
self.timing = NoWaitTimingModel(user_config.timing)
# Session and state
self.session = requests.Session()
self.logged_in = False
self.current_instance_id: Optional[str] = None
self.schemas: List[Dict[str, Any]] = []
# Optional interactive_chat driver
self.interactive_runner: Optional[InteractiveSessionRunner] = None
if interactive_config and interactive_config.enabled:
self.interactive_runner = InteractiveSessionRunner(
interactive_config, server_url
)
# Results tracking
self.result = UserSimulationResult(user_id=user_config.user_id)
def _create_strategy(self) -> AnnotationStrategy:
"""Create the annotation strategy for this user.
Returns:
AnnotationStrategy instance
"""
return create_strategy(
strategy_type=self.config.strategy,
llm_config=self.config.llm_config,
biased_config=self.config.biased_config,
pattern_config=self.config.pattern_config,
agent_config=self.config.agent_config,
user_id=self.config.user_id,
)
def login(self) -> bool:
"""Login or register the simulated user.
Attempts to login first, then registers if login fails.
Returns:
True if authentication successful
"""
password = "simulated_password_123"
try:
# Try to register first (in case user doesn't exist)
response = self.session.post(
f"{self.server_url}/register",
data={
"action": "signup",
"email": self.config.user_id,
"pass": password,
},
allow_redirects=True,
timeout=30,
)
# Now try to login
response = self.session.post(
f"{self.server_url}/auth",
data={
"action": "login",
"email": self.config.user_id,
"pass": password,
},
allow_redirects=True,
timeout=30,
)
# Check if we're logged in by trying to access annotate page
check_response = self.session.get(
f"{self.server_url}/annotate",
allow_redirects=False,
timeout=30,
)
# If we get redirected to login, auth failed
if check_response.status_code == 302:
location = check_response.headers.get("Location", "")
if "auth" in location or "login" in location:
logger.warning(f"Login failed for {self.config.user_id}")
self.result.errors.append("Login failed - redirected to auth")
return False
self.logged_in = True
logger.debug(f"User {self.config.user_id} logged in successfully")
return True
except requests.exceptions.RequestException as e:
logger.error(f"Login failed for {self.config.user_id}: {e}")
self.result.errors.append(f"Login failed: {e}")
return False
def get_current_instance(self) -> Optional[Dict[str, Any]]:
"""Get the current instance to annotate.
Returns:
Instance data dict or None if unavailable
"""
try:
response = self.session.get(
f"{self.server_url}/api/current_instance",
timeout=30,
)
if response.status_code == 200:
data = response.json()
self.current_instance_id = data.get("instance_id")
# Get the actual text content
if self.current_instance_id:
text_response = self.session.get(
f"{self.server_url}/api/spans/{self.current_instance_id}",
timeout=30,
)
if text_response.status_code == 200:
text_data = text_response.json()
data["text"] = text_data.get("text", "")
return data
elif response.status_code == 404:
logger.info(f"No more instances for {self.config.user_id}")
return None
else:
logger.warning(
f"Failed to get instance: {response.status_code} - {response.text}"
)
return None
except requests.exceptions.RequestException as e:
logger.error(f"Failed to get current instance: {e}")
self.result.errors.append(f"Get instance failed: {e}")
return None
def get_schemas(self) -> List[Dict[str, Any]]:
"""Get annotation schemas from the server.
Returns:
List of schema definitions
"""
try:
response = self.session.get(
f"{self.server_url}/api/schemas",
timeout=30,
)
if response.status_code == 200:
data = response.json()
# Handle both list and dict formats
if isinstance(data, dict):
if "schemas" in data:
self.schemas = (
list(data["schemas"].values())
if isinstance(data["schemas"], dict)
else data["schemas"]
)
else:
self.schemas = list(data.values())
else:
self.schemas = data
return self.schemas
logger.warning(f"Failed to get schemas: {response.status_code}")
return []
except requests.exceptions.RequestException as e:
logger.error(f"Failed to get schemas: {e}")
self.result.errors.append(f"Get schemas failed: {e}")
return []
def generate_annotations(self, instance: Dict[str, Any]) -> Dict[str, Any]:
"""Generate annotations for all schemas.
Args:
instance: Instance data including text
Returns:
Combined annotation dictionary for all schemas
"""
instance_id = instance.get("instance_id")
gold_answer = self.gold_standards.get(instance_id)
# Attach the full schema set so batching strategies (e.g. AgentSimulatorStrategy)
# can build a single multi-schema prompt per instance. Other strategies
# ignore the extra key.
instance = dict(instance)
instance["__all_schemas__"] = self.schemas
all_annotations = {}
for schema in self.schemas:
schema_name = schema.get("name")
schema_gold = None
if gold_answer:
schema_gold = {schema_name: gold_answer.get(schema_name)}
annotation = self.strategy.generate_annotation(
instance, schema, self.competence, schema_gold
)
all_annotations.update(annotation)
return all_annotations
def submit_annotation(
self,
instance_id: str,
annotations: Dict[str, Any],
response_time: float,
) -> bool:
"""Submit annotations for an instance.
Args:
instance_id: ID of the instance
annotations: Annotation data to submit
response_time: Time taken to annotate
Returns:
True if submission successful
"""
try:
payload = {
"instance_id": instance_id,
"annotations": annotations,
"span_annotations": [],
"client_timestamp": datetime.now().isoformat(),
}
response = self.session.post(
f"{self.server_url}/updateinstance",
json=payload,
timeout=30,
)
if response.status_code == 200:
result_data = response.json()
# Create annotation record
record = AnnotationRecord(
instance_id=instance_id,
schema_name=",".join(annotations.keys()),
annotation=annotations,
response_time=response_time,
timestamp=datetime.now(),
)
# Check for quality control results
if "qc_result" in result_data:
qc_result = result_data["qc_result"]
qc_type = qc_result.get("type")
if qc_type == "attention_check":
record.was_attention_check = True
record.attention_check_passed = qc_result.get("passed", False)
if record.attention_check_passed:
self.result.attention_checks_passed += 1
else:
self.result.attention_checks_failed += 1
elif qc_type == "gold_standard":
record.was_gold_standard = True
record.gold_standard_correct = qc_result.get("correct", False)
if record.gold_standard_correct:
self.result.gold_standard_correct += 1
else:
self.result.gold_standard_incorrect += 1
# Check for blocking
if result_data.get("status") == "blocked":
self.result.was_blocked = True
logger.info(f"User {self.config.user_id} was blocked")
self.result.annotations.append(record)
return True
else:
logger.warning(
f"Annotation submission failed: {response.status_code} - {response.text}"
)
self.result.errors.append(f"Submit failed: {response.status_code}")
return False
except requests.exceptions.RequestException as e:
logger.error(f"Submit annotation failed: {e}")
self.result.errors.append(f"Submit failed: {e}")
return False
def navigate_next(self) -> bool:
"""Navigate to the next instance.
Returns:
True if navigation successful
"""
try:
# POST to /annotate with action=next_instance
response = self.session.post(
f"{self.server_url}/annotate",
data={"action": "next_instance"},
timeout=30,
)
return response.status_code in [200, 302]
except requests.exceptions.RequestException as e:
logger.error(f"Navigate next failed: {e}")
self.result.errors.append(f"Navigate failed: {e}")
return False
def run_simulation(
self, max_annotations: Optional[int] = None
) -> UserSimulationResult:
"""Run the full simulation for this user.
Args:
max_annotations: Maximum number of annotations (optional)
Returns:
UserSimulationResult with all tracking data
"""
self.result.start_time = datetime.now()
max_ann = max_annotations if max_annotations is not None else self.config.max_annotations
annotation_count = 0
try:
# Login
if not self.login():
logger.warning(f"User {self.config.user_id} failed to login")
return self.result
# Get schemas
if not self.get_schemas():
logger.warning(f"User {self.config.user_id} failed to get schemas")
self.result.errors.append("Failed to get schemas")
# Main annotation loop
while True:
# Check if blocked
if self.result.was_blocked:
logger.info(f"User {self.config.user_id} is blocked, stopping")
break
# Check annotation limit
if max_ann is not None and annotation_count >= max_ann:
logger.debug(
f"User {self.config.user_id} reached annotation limit ({max_ann})"
)
break
# Get current instance
instance = self.get_current_instance()
if not instance or not instance.get("instance_id"):
logger.info(f"No more instances for {self.config.user_id}")
break
# If an interactive_chat session is configured, drive the
# chat first so the conversation field is populated before
# the rating strategy reads it.
if self.interactive_runner is not None:
instance_data = instance.get("data") or {}
task_text = (
instance_data.get("task_description")
or instance_data.get("text")
or instance.get("text", "")
)
chat_result = self.interactive_runner.run(
self.session,
instance.get("instance_id"),
task_text,
)
if chat_result.error:
self.result.errors.append(
f"interactive: {chat_result.error}"
)
# Re-fetch the instance so its data reflects the chat
refreshed = self.get_current_instance()
if refreshed and refreshed.get("instance_id") == instance.get("instance_id"):
instance = refreshed
else:
# Server moved on; fall back to using the in-memory
# conversation we just collected.
instance.setdefault("data", {})
instance["data"]["conversation"] = chat_result.conversation
# Generate timing
response_time = self.timing.get_response_time(self.respond_fast_rate)
# Wait if configured (NoWaitTimingModel skips actual waiting)
self.timing.wait(response_time)
# Generate annotations
annotations = self.generate_annotations(instance)
# Submit
if self.submit_annotation(
instance.get("instance_id"),
annotations,
response_time,
):
annotation_count += 1
logger.debug(
f"User {self.config.user_id} annotated {annotation_count} items"
)
# Navigate to next
if not self.navigate_next():
logger.debug(f"User {self.config.user_id} navigation failed")
break
except Exception as e:
logger.error(f"Simulation error for {self.config.user_id}: {e}")
self.result.errors.append(f"Simulation error: {e}")
finally:
self.result.end_time = datetime.now()
self.result.total_time = (
self.result.end_time - self.result.start_time
).total_seconds()
logger.info(
f"User {self.config.user_id} completed: "
f"{len(self.result.annotations)} annotations in {self.result.total_time:.1f}s"
)
return self.result