perch / backend /services /response_formatter.py
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Perch: eBird Status and Trends, queried in plain language
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"""
Response Formatter Service
Handles formatting of query results into citations, charts, GeoJSON layers, and raw data for the frontend.
Separates presentation logic from execution logic.
"""
import logging
from typing import List, Dict, Any, Optional
import uuid
logger = logging.getLogger(__name__)
class ResponseFormatter:
# Property keys that carry styling/bookkeeping rather than data.
SYSTEM_PROPERTY_KEYS = (
"geom", "geometry", "style", "layer_name", "layer_id",
"choropleth", "fillColor", "color",
)
@staticmethod
def generate_citations(tables: List[str], sql: Optional[str] = None) -> List[str]:
"""
Build source citations from the catalog's own attribution metadata.
`tables` is the set of *candidate* tables loaded for the query, which is
deliberately wider than what the query used. When `sql` is supplied, the
citation list is narrowed to tables the SQL actually references — citing a
dataset that did not contribute to the answer misattributes the result.
Tables absent from the catalog (e.g. session layers created by the agent)
are skipped, since they are derived rather than sourced.
"""
from backend.core.data_catalog import get_data_catalog
try:
catalog = get_data_catalog()
except Exception as e:
logger.warning(f"Could not load catalog for citations: {e}")
return []
candidates = list(dict.fromkeys(tables or []))
if sql:
referenced = ResponseFormatter._tables_referenced_in_sql(sql, candidates)
# Only narrow when we positively identified references; if the SQL
# parsed to nothing recognizable, fall back to the candidate list
# rather than dropping attribution entirely.
if referenced:
candidates = referenced
citations: List[str] = []
for table in candidates:
meta = catalog.get_table_metadata(table)
if not meta:
continue
attribution = meta.get("attribution")
citations.append(f"{table} ({attribution})" if attribution else table)
return citations
@staticmethod
def _tables_referenced_in_sql(sql: str, candidates: List[str]) -> List[str]:
"""Return the candidate tables that appear as identifiers in the SQL."""
import re
# Strip string literals and comments so a table name mentioned inside a
# WHERE clause value or a comment is not mistaken for a real reference.
cleaned = re.sub(r"'[^']*'", "''", sql)
cleaned = re.sub(r"--[^\n]*", " ", cleaned)
found = []
for table in candidates:
if re.search(rf'(?<![\w."]){re.escape(table)}(?![\w."])', cleaned, re.IGNORECASE):
found.append(table)
return found
@staticmethod
def generate_chart_data(sql: str, features: List[Dict], query: str = "", llm_config: Optional[Dict] = None) -> Optional[Dict[str, Any]]:
"""
Generates Chart.js compatible data structure.
Prioritizes llm_config if provided, otherwise falls back to heuristics.
"""
if not features:
return None
# 0. Check LLM explicitly disabled chart
if llm_config and llm_config.get("use_chart") is False:
return None
# Try to find string (label) and number (value) in properties
try:
chart_items = []
x_key = "name"
y_key = "value"
x_label = "Feature"
y_label = "Value"
title = None
chart_type = "bar"
# 1. Analyze properties to find X (Label) and Y (Value)
if features:
sample_props = features[0].get("properties", {})
# Exclude system keys
valid_keys = [k for k in sample_props.keys() if k not in ResponseFormatter.SYSTEM_PROPERTY_KEYS]
# Find Y (Value) - First numeric column
for k in valid_keys:
if isinstance(sample_props[k], (int, float)) and not k.endswith("_id") and not k.endswith("_code"):
y_key = k
y_label = k.replace("_", " ").title()
if "sqkm" in k: y_label = "Area (km²)"
elif "pop" in k: y_label = "Population"
elif "count" in k: y_label = "Count"
break
# Find X (Label) - Heuristic Strategy
found_x = False
# Priority 1: 'name' in key
for k in valid_keys:
if isinstance(sample_props[k], str) and "name" in k.lower():
x_key = k
x_label = k.replace("_", " ").title().replace("Name", "").strip() or "Region"
found_x = True
break
# Priority 2: Match LLM x_label (if provided)
if not found_x and llm_config and llm_config.get("x_label"):
target = llm_config.get("x_label").lower()
for k in valid_keys:
if isinstance(sample_props[k], str) and (k.lower() in target or target in k.lower()):
x_key = k
x_label = llm_config.get("x_label")
found_x = True
break
# Priority 3: Fallback to first string column
if not found_x:
for k in valid_keys:
if isinstance(sample_props[k], str):
x_key = k
x_label = k.replace("_", " ").title()
found_x = True
break
# 2. Build Data
# First, check if we have multiple Y keys defined (LLM Config)
y_keys = [y_key]
is_multi_metric = False
# Case 1: LLM explicitly provided y_label as a list
if llm_config and isinstance(llm_config.get("y_label"), list):
is_multi_metric = True
possible_y_labels = llm_config.get("y_label")
y_keys = []
if features:
sample_props = features[0].get("properties", {})
valid_keys = [k for k in sample_props.keys() if k not in ResponseFormatter.SYSTEM_PROPERTY_KEYS and isinstance(sample_props[k], (int, float))]
# For each label, try to find a matching key
for lbl in possible_y_labels:
lbl_lower = lbl.lower()
best_key = None
for k in valid_keys:
if k in lbl_lower or lbl_lower in k.lower():
best_key = k
break
if not best_key and valid_keys: best_key = valid_keys[0] # Fallback
if best_key: y_keys.append(best_key)
# Deduplicate
y_keys = list(set(y_keys))
# Case 2: LLM said stacked=True OR type is stacked_bar/multi_bar but y_label is NOT a list - auto-detect numeric columns
elif llm_config and (llm_config.get("stacked") is True or llm_config.get("type") in ["stacked_bar", "multi_bar"]):
if features:
sample_props = features[0].get("properties", {})
# Find ALL numeric columns (exclude IDs and system columns)
valid_keys = [k for k in sample_props.keys()
if k not in ResponseFormatter.SYSTEM_PROPERTY_KEYS
and isinstance(sample_props[k], (int, float))
and not k.endswith("_id") and not k.endswith("_code")]
if len(valid_keys) >= 2:
is_multi_metric = True
y_keys = valid_keys[:3] # Use up to 3 numeric columns for stacked chart
logger.debug(f"Auto-detected multi-metric columns for stacked chart: {y_keys}")
for f in features:
props = f.get("properties", {})
label = props.get(x_key)
if label is not None:
item = {"name": str(label)}
if is_multi_metric:
for i, key in enumerate(y_keys):
val = props.get(key)
if val is not None:
item[f"value{i+1}"] = val
item[f"key{i+1}"] = key # Store key name for legend
else:
val = props.get(y_keys[0])
if val is not None:
item["value"] = val
if "value" in item or "value1" in item:
chart_items.append(item)
if not chart_items:
return None
# 3. Determine Chart Configuration (LLM vs Heuristics)
if llm_config and llm_config.get("use_chart") is True:
# LLM Driven
chart_type = llm_config.get("type", "bar")
title = llm_config.get("title", f"{y_label} by {x_label}")
if llm_config.get("x_label"): x_label = llm_config.get("x_label")
if llm_config.get("y_label"): y_label = llm_config.get("y_label")
# Special Handling for Histograms
if chart_type == "histogram":
# We need to re-process the data to create bins from the NUMERIC values
# Extract all values
raw_values = [item["value"] for item in chart_items if isinstance(item["value"], (int, float))]
if raw_values:
# Simple binning logic (Freedman-Diaconis or sqrt rule simplified)
import math
n = len(raw_values)
if n > 0:
min_val = min(raw_values)
max_val = max(raw_values)
# Sqrt rule for bin count, clamped between 5 and 20
num_bins = max(5, min(20, int(math.sqrt(n))))
bin_width = (max_val - min_val) / num_bins
if bin_width == 0: bin_width = 1
bins = [0] * num_bins
bin_labels = []
# Create labels
for i in range(num_bins):
start = min_val + (i * bin_width)
end = start + bin_width
bin_labels.append(f"{start:.1f}-{end:.1f}")
# Populate bins
for v in raw_values:
idx = min(int((v - min_val) / bin_width), num_bins - 1)
bins[idx] += 1
# Reconstruct chart_items for histogram
chart_items = [{"name": lbl, "value": count} for lbl, count in zip(bin_labels, bins)]
# Update axes defaults if not set by LLM
if not llm_config.get("y_label"): y_label = "Frequency"
# Sort based on logic suitable for chart type
elif chart_type == "line":
# Likely a time series or ordered category
try:
chart_items.sort(key=lambda x: x["name"])
except (KeyError, TypeError):
pass
else:
# Default sort by value descending for bar/pie
try:
chart_items.sort(key=lambda x: x["value"], reverse=True)
except (KeyError, TypeError):
pass
else:
# Heuristic Driven (Legacy Fallback)
is_time_series = any(t in x_key.lower() for t in ["year", "date", "time", "month", "day"])
unique_items = len(chart_items)
query_lower = query.lower()
if "pie" in query_lower:
chart_type = "pie"
chart_items.sort(key=lambda x: x["value"], reverse=True)
elif "donut" in query_lower:
chart_type = "donut"
chart_items.sort(key=lambda x: x["value"], reverse=True)
elif "line" in query_lower or "trend" in query_lower:
chart_type = "line"
chart_items.sort(key=lambda x: x["name"])
elif "bar" in query_lower:
chart_type = "bar"
chart_items.sort(key=lambda x: x["value"], reverse=True)
elif is_time_series:
chart_type = "line"
chart_items.sort(key=lambda x: x["name"])
elif unique_items <= 5:
chart_type = "pie"
chart_items.sort(key=lambda x: x["value"], reverse=True)
else:
chart_type = "bar"
chart_items.sort(key=lambda x: x["value"], reverse=True)
title = f"{y_label} by {x_label}"
# Prepare series metadata for frontend
series_config = None
if is_multi_metric:
series_config = []
for i, key in enumerate(y_keys):
# Find label
label = key.title() # Default
if llm_config and isinstance(llm_config.get("y_label"), list) and i < len(llm_config["y_label"]):
label = llm_config["y_label"][i]
series_config.append({
"key": f"value{i+1}",
"name": label,
"color": None # Frontend handles rotation
})
# Check for stacked override (explicit stacked=True OR type is stacked_bar)
is_stacked = (llm_config.get("stacked") is True or llm_config.get("type") == "stacked_bar") if llm_config else False
# Normalize chart types for frontend
if chart_type in ["stacked_bar", "multi_bar"]:
chart_type = "bar" # Frontend renders these as bar charts with special handling
return {
"type": chart_type,
"title": title,
"data": chart_items[:75], # Increased limit for scrollable charts
"xKey": "name",
"yKey": "value",
"series": series_config, # Passing series config
"stacked": is_stacked,
"xAxisLabel": x_label,
"yAxisLabel": y_label if isinstance(y_label, str) else "Values" # Normalize y label if list
}
except Exception as e:
logger.warning(f"Error generating chart data: {e}", exc_info=True)
return None
@staticmethod
def prepare_raw_data(features: List[Dict]) -> List[Dict]:
"""Cleans feature properties for display in the raw data table."""
raw_data = []
if not features:
return raw_data
for f in features:
props = f.get("properties", {}).copy()
# Serialize
props = ResponseFormatter._serialize_properties(props)
# Remove system/visual properties
for key in ResponseFormatter.SYSTEM_PROPERTY_KEYS:
props.pop(key, None)
raw_data.append(props)
return raw_data
@staticmethod
def format_geojson_layer(query: str, geojson: Dict[str, Any], features: List[Dict], layer_name: str, layer_emoji: str = "📍", point_style: Optional[str] = None, admin_levels: Optional[List[str]] = None, color_by: Optional[str] = None) -> tuple[Dict[str, Any], str, str]:
"""
styles the GeoJSON layer and generates metadata (ID, Name, Choropleth).
Args:
point_style: "icon" for emoji markers, "circle" for simple colored circles, None for auto-detect
color_by: Explicit column name to use for coloring (from LLM). Overrides auto-detection.
"""
# 0. Serialize properties to avoid datetime errors
if features:
for f in features:
if "properties" in f:
f["properties"] = ResponseFormatter._serialize_properties(f["properties"])
# 2. Random/Distinct Colors
# Palette of distinct colors (avoiding pure blue which is default)
palette = [
"#E63946", # Red
"#F4A261", # Orange
"#2A9D8F", # Teal
"#E9C46A", # Yellow
"#9C6644", # Brown
"#D62828", # Dark Red
"#8338EC", # Purple
"#3A86FF", # Blue-ish (but distinct)
"#FB5607", # Orange-Red
"#FF006E", # Pink
]
# Deterministic color based on query hash to keep it stable for same query
color_idx = abs(hash(query)) % len(palette)
layer_color = palette[color_idx]
# Choropleth Logic
# 1. Identify valid numeric column
choropleth_col = None
if features:
sample = features[0].get("properties", {})
valid_numerics = [
k for k, v in sample.items()
if isinstance(v, (int, float))
and not isinstance(v, bool)
and k not in ["layer_id", "style"]
and not k.endswith("_code")
and not k.endswith("_id")
# Ordinal position markers (week_index, band_index) are labels for
# a step, not a measurement. Colouring by one paints the map with
# the calendar instead of the data.
and not k.endswith("_index")
]
# Measurement-like names first. Without `abundance`/`mean` here the
# fallback below picks whichever numeric happens to come first in the
# SELECT, which is arbitrary.
priority_cols = [
"abundance", "density", "population", "pop", "count", "num",
"mean", "median", "total", "percent", "area_sqkm", "area",
]
for p in priority_cols:
matches = [c for c in valid_numerics if p in c]
if matches:
choropleth_col = matches[0]
break
# Fallback to first numeric
if not choropleth_col and valid_numerics:
choropleth_col = valid_numerics[0]
# LLM-specified color_by override - use this column if provided
if color_by and features:
sample = features[0].get("properties", {})
if color_by in sample:
col_value = sample.get(color_by)
# Check if the specified column is numeric or categorical
if isinstance(col_value, (int, float)):
# Numeric column - use for choropleth
choropleth_col = color_by
else:
# Categorical column - generate color mapping
tableau10 = ['#4e79a7', '#f28e2c', '#e15759', '#76b7b2', '#59a14f', '#edc949', '#af7aa1', '#ff9da7', '#9c755f', '#bab0ab']
# Get all unique values, treating None/empty as "(empty)"
all_values = [f["properties"].get(color_by) for f in features]
unique_categories = sorted(set(
"(empty)" if v is None or v == "" else str(v)
for v in all_values
))
color_map = {cat: tableau10[i % len(tableau10)] for i, cat in enumerate(unique_categories)}
geojson["properties"]["categoricalChoropleth"] = {
"column": color_by,
"colors": color_map,
"palette": "tableau10"
}
# Skip auto-detection since we used LLM's choice
layer_id = str(uuid.uuid4())[:8]
full_name = layer_name
geojson["properties"]["layer_name"] = full_name
geojson["properties"]["layer_id"] = layer_id
if point_style:
geojson["properties"]["pointStyle"] = point_style
return (geojson, layer_id, full_name)
# 2. Try to find categorical column FIRST (priority if matches known category columns)
categorical_col = None
categorical_is_priority = False
if features:
sample = features[0].get("properties", {})
valid_strings = [
k for k, v in sample.items()
if isinstance(v, str)
and k not in ["name", "geometry", "geom", "style", "layer_id", "layer_name"]
and not k.endswith("_name") # Usually not good for categorical (too many unique values)
and not k.endswith("_id")
]
# Likely category columns, most meaningful first. "season" leads because
# seasonal breakdowns are the primary categorical axis in this data.
priority_cols = ["season", "type", "category", "class", "agency", "status", "kind",
"amenity", "building",
"operator", "operador", "operada", "opera", "operated",
"owner", "propietario", "uso", "use", "sector", "estado", "fuente", "source",
"proveedor", "provider", "entidad", "entity", "institucion", "institution"]
def usable_categories(col: str) -> bool:
"""A column is usable if it splits the data into 2-15 groups."""
uniques = {
f["properties"].get(col)
for f in features
if f["properties"].get(col)
}
return 1 < len(uniques) <= 15
# Walk the priority list and take the first column that actually
# discriminates. Previously the first name match won outright and was
# then discarded if it had a single value, losing a perfectly good
# column further down the list (e.g. "type" is constant while "season"
# is the real category).
for p in priority_cols:
matches = [c for c in valid_strings if p in c.lower() and usable_categories(c)]
if matches:
categorical_col = matches[0]
categorical_is_priority = True
break
# Fallback: any string column that discriminates usefully.
if not categorical_col:
categorical_col = next((c for c in valid_strings if usable_categories(c)), None)
# 3. Decide: use categorical if priority match, otherwise prefer numeric
if categorical_col and categorical_is_priority:
# Generate color mapping using Tableau10 palette
tableau10 = ['#4e79a7', '#f28e2c', '#e15759', '#76b7b2', '#59a14f', '#edc949', '#af7aa1', '#ff9da7', '#9c755f', '#bab0ab']
unique_categories = sorted(set(
f["properties"].get(categorical_col)
for f in features
if f["properties"].get(categorical_col)
))
color_map = {cat: tableau10[i % len(tableau10)] for i, cat in enumerate(unique_categories)}
geojson["properties"]["categoricalChoropleth"] = {
"column": categorical_col,
"colors": color_map,
"palette": "tableau10"
}
elif choropleth_col:
# Enable numeric choropleth if values actually vary
values = [f["properties"].get(choropleth_col, 0) for f in features]
if len(set(values)) > 1:
geojson["properties"]["choropleth"] = {
"enabled": True,
"palette": "viridis",
"column": choropleth_col,
"scale": "linear"
}
elif categorical_col:
# Use categorical as fallback if no numeric
tableau10 = ['#4e79a7', '#f28e2c', '#e15759', '#76b7b2', '#59a14f', '#edc949', '#af7aa1', '#ff9da7', '#9c755f', '#bab0ab']
unique_categories = sorted(set(
f["properties"].get(categorical_col)
for f in features
if f["properties"].get(categorical_col)
))
color_map = {cat: tableau10[i % len(tableau10)] for i, cat in enumerate(unique_categories)}
geojson["properties"]["categoricalChoropleth"] = {
"column": categorical_col,
"colors": color_map,
"palette": "tableau10"
}
else:
# Apply random color if NOT a choropleth (numeric or categorical)
geojson["properties"]["style"] = {
"color": layer_color,
"fillColor": layer_color,
"opacity": 0.8,
"fillOpacity": 0.4
}
layer_id = str(uuid.uuid4())[:8]
geojson["properties"]["layer_name"] = layer_name
geojson["properties"]["layer_id"] = layer_id
# Add Point Marker Configuration
# Use pointStyle to determine whether to show icon or circle
marker_icon = None
marker_style = "circle" # default
if point_style == "icon":
# Use emoji icon for categorical POI
marker_icon = layer_emoji
marker_style = "icon"
elif point_style == "circle":
# Use simple circle for large datasets or density viz
marker_icon = None
marker_style = "circle"
else:
# Auto-detect: default to icon for now (backward compatibility)
marker_icon = layer_emoji
marker_style = "icon"
geojson["properties"]["pointMarker"] = {
"icon": marker_icon,
"style": marker_style,
"color": layer_color,
"size": 32
}
return geojson, layer_id, layer_name
@staticmethod
def generate_data_summary(features: List[Dict]) -> str:
"""
Summarize a result set as short text for the LLM explanation prompt.
Labels and metrics are discovered from whatever columns the query
returned, so this works for any dataset in the catalog.
"""
if not features:
return "No features found matching the query."
sample = features[0].get("properties", {})
data_keys = [k for k in sample if k not in ResponseFormatter.SYSTEM_PROPERTY_KEYS]
label_key = next(
(k for k in data_keys if "name" in k.lower() and isinstance(sample[k], str)),
next((k for k in data_keys if isinstance(sample[k], str)), None),
)
metric_key = next(
(k for k in data_keys
if isinstance(sample[k], (int, float)) and not isinstance(sample[k], bool)),
None,
)
descriptions = []
for f in features[:5]:
props = f.get("properties", {})
label = str(props.get(label_key)) if label_key and props.get(label_key) is not None else "Feature"
value = props.get(metric_key) if metric_key else None
if isinstance(value, (int, float)) and not isinstance(value, bool):
descriptions.append(f"{label} ({metric_key}={value:,.2f})")
else:
descriptions.append(label)
summary = f"Found {len(features)} features. Sample: {', '.join(descriptions)}"
if metric_key:
values = [
f.get("properties", {}).get(metric_key) for f in features
]
numeric = [v for v in values if isinstance(v, (int, float)) and not isinstance(v, bool)]
if numeric:
summary += (
f". {metric_key}: min={min(numeric):,.2f}, "
f"max={max(numeric):,.2f}, mean={sum(numeric) / len(numeric):,.2f}"
)
return summary
@staticmethod
def _serialize_properties(properties: Dict[str, Any]) -> Dict[str, Any]:
"""Recursively converts datetime/date objects to strings for JSON serialization."""
from datetime import datetime, date
serialized = {}
for k, v in properties.items():
if isinstance(v, (datetime, date)):
serialized[k] = v.isoformat()
elif isinstance(v, dict):
serialized[k] = ResponseFormatter._serialize_properties(v)
elif isinstance(v, list):
serialized[k] = [
x.isoformat() if isinstance(x, (datetime, date)) else x
for x in v
]
else:
serialized[k] = v
return serialized