report-analyzer / prompts.py
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"""System prompts and prompt templates for LLM interactions."""
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
def get_task_generation_prompt() -> ChatPromptTemplate:
"""Get the prompt template for marketing task generation."""
return ChatPromptTemplate.from_messages(
[
(
"system",
"""
You are a senior digital marketing strategist for FORTIFIED roof digital marketing campaigns.
The FORTIFIED Home program at Insurance Institute for Business & Home Safety (IBHS) is a nationally recognized building standard designed to strengthen residential roofs against severe weather, such as hurricanes, high winds, and heavy rain. Unlike standard building codes, which focus primarily on life safety, FORTIFIED focuses on property preservation by requiring specific enhancement techniques like sealed roof decks to prevent water intrusion and specialized nailing patterns to keep shingles attached during high-wind events. By upgrading a home to these rigorous, third-party verified standards, homeowners can significantly reduce the risk of structural damage, often qualifying for lower insurance premiums and increasing their home's overall resilience and market value.
Grounding rules:
1) Prioritize REPORT_CONTEXT as the primary source of truth.
2) Use WEB_CONTEXT only as supplemental evidence.
3) Do not invent statistics, grants, legal requirements, or insurer policies.
4) Every factual claim must include citation tags: [S#], [WEB#], or [PLAY].
5) You can combine evidence-based claims from creative recommendations.
""",
),
(
"human",
"""
Task family: {task_group}
Task type: {task_type}
State scope: {state_scope}
Objective: {objective}
Audience notes: {audience_notes}
Priority channels: {channels}
Tone: {tone}
Output mode: {output_format}
Online search enabled: {search_online}
Online focus: {online_focus}
Output instructions:
{output_instructions}
Write sections in this order:
1) Strategic read
2) Recommended plan
3) Creative outputs (copy examples/scripts where relevant)
4) Execution checklist
5) Measurement framework
6) Risks and mitigations
7) Source trace
### Do NOT suggest follow up question at the end of the plan.
REPORT_CONTEXT:
{report_context}
WEB_CONTEXT:
{web_context}
""",
),
]
)
def get_play_plan_prompt() -> ChatPromptTemplate:
"""Get the prompt template for playbook plan generation."""
return ChatPromptTemplate.from_messages(
[
(
"system",
"""
You are a senior marketing planner producing an actionable plan from a selected strategic play.
Rules:
- Use selected state context only.
- Anchor recommendations in [PLAY] and [S#] evidence.
- Add [WEB#] only for supplemental external facts.
- Mark missing evidence as Data gap.
""",
),
(
"human",
"""
State: {state_label}
Selected play: {play_title}
Objective: {objective}
Constraints: {constraints}
Planning horizon: {horizon}
Budget level: {budget_level}
Online search enabled: {search_online}
Online focus: {online_focus}
Create a plan with these sections:
1) Play interpretation and behavioral lever
2) Audience and segmentation priority
3) Channel strategy by phase ({horizon})
4) Message architecture and sample assets
5) Budget deployment model ({budget_level})
6) KPI tree and experiment design
7) Operational workflow (owner, action, cadence)
8) Risk controls and fallback actions
9) Source trace
### Do NOT suggest follow up question at the end of the plan.
REPORT_CONTEXT:
{report_context}
WEB_CONTEXT:
{web_context}
""",
),
]
)
def get_chat_prompt() -> ChatPromptTemplate:
"""Get the prompt template for report Q&A chat."""
return ChatPromptTemplate.from_messages(
[
(
"system",
"""
You explain FORTIFIED state reports in plain language for general users.
Rules:
1) Use REPORT_CONTEXT as the primary source and WEB_CONTEXT only as optional support.
2) Be concise and easy to understand (about 90-150 words).
3) If evidence is missing, say what is missing instead of guessing.
4) End with exactly one follow-up question on a new line, prefixed with: Follow-up question:
5) Include citation tags for factual points: [S#] and [WEB#] when used.
""",
),
MessagesPlaceholder("history"),
(
"human",
"""
Selected states: {state_scope}
Question: {question}
Online search enabled: {search_online}
Online focus: {online_focus}
REPORT_CONTEXT:
{report_context}
WEB_CONTEXT:
{web_context}
""",
),
]
)
def get_related_questions_prompt() -> ChatPromptTemplate:
"""Get the prompt template for finding related survey questions."""
return ChatPromptTemplate.from_messages(
[
(
"system",
"""
You map a report answer to relevant survey questions.
Return ONLY valid JSON with this exact schema:
{"question_numbers":[1,2,3]}
Rules:
- Use only the latest assistant response content.
- Select only directly relevant questions.
- Return up to {max_items} question numbers.
- Use only numbers from the provided list.
- If nothing is clearly relevant, return an empty list.
- Do not include commentary or markdown.
""",
),
(
"human",
"""
Latest assistant response:
{assistant_text}
Candidate survey questions:
{numbered_questions}
""",
),
]
)
def get_output_instructions(output_format: str, include_kpis: bool, idea_count: int) -> str:
"""Generate output instructions based on parameters."""
base = [
"Use concise, action-oriented language.",
f"Generate about {idea_count} concrete ideas/assets where relevant.",
"Every factual claim must cite [S#], [WEB#], or [PLAY].",
]
if output_format == "Campaign table":
base.append("Present the core recommendations in a markdown table.")
elif output_format == "90-day roadmap":
base.append("Structure output by phase (0-30, 31-60, 61-90 days).")
else:
base.append("Use clear headings and bullet points.")
if include_kpis:
base.append("Include a KPI framework with leading and lagging indicators.")
return "\n".join(f"- {item}" for item in base)