Spaces:
Paused
Paused
File size: 35,197 Bytes
976cd03 293b891 976cd03 e8e8e0c 976cd03 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 293b891 e8e8e0c 293b891 e8e8e0c 293b891 e8e8e0c 2372179 e8e8e0c 293b891 e8e8e0c 293b891 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 e8e8e0c 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 91a925f 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 976cd03 2372179 e8e8e0c 4a0cee2 91a925f |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 |
import os
import tempfile
# Fix HuggingFace cache directory issue for HuggingFace Spaces
# Set cache directories to writable temporary directories
os.environ['TRANSFORMERS_CACHE'] = tempfile.mkdtemp()
os.environ['HF_HOME'] = tempfile.mkdtemp()
os.environ['SENTENCE_TRANSFORMERS_HOME'] = tempfile.mkdtemp()
import pandas as pd
import plotly.express as px
import plotly.graph_objects as go
from typing import List, Tuple, Dict, Optional
from langchain.schema import Document
import re
import json
import warnings
warnings.filterwarnings('ignore')
# Import vector store components with better error handling
try:
import chromadb
from chromadb.config import Settings
from sentence_transformers import SentenceTransformer
VECTOR_STORE_AVAILABLE = True
print("β
ChromaDB and SentenceTransformers imported successfully")
except ImportError as e:
VECTOR_STORE_AVAILABLE = False
print(f"β οΈ Vector store import error: {e}")
except Exception as e:
VECTOR_STORE_AVAILABLE = False
print(f"β οΈ Vector store initialization error: {e}")
# Import LLM components
try:
import openai
LLM_AVAILABLE = bool(os.getenv("OPENAI_API_KEY"))
if LLM_AVAILABLE:
openai.api_key = os.getenv("OPENAI_API_KEY")
print("β
OpenAI API key found and configured")
else:
print("β οΈ OpenAI API key not found in environment")
except ImportError:
LLM_AVAILABLE = False
print("β οΈ OpenAI library not available")
# Import our custom modules
from document_processor import DocumentProcessor
from auth_system import AuthSystem
class EnhancedRAGSystem:
"""Complete RAG system with Vector Store, LLM, and RBAC enforcement"""
def __init__(self):
self.document_processor = DocumentProcessor()
self.auth_system = AuthSystem()
self.documents = []
self.initialized = False
self.query_feedback = {}
# Vector Store Components
self.chroma_client = None
self.collection = None
self.embedding_model = None
self.vector_store_initialized = False
# LLM Components
self.llm_client = None
self.llm_model = "gpt-3.5-turbo"
self.llm_initialized = False
# Intent classification keywords
self.intent_keywords = {
"finance": ["revenue", "profit", "cost", "budget", "financial", "expense", "income", "cash", "margin", "roi", "sales"],
"marketing": ["campaign", "customer", "acquisition", "brand", "marketing", "advertising", "engagement", "conversion", "retention"],
"hr": ["employee", "hr", "policy", "leave", "benefits", "salary", "attendance", "performance", "training", "recruitment"],
"engineering": ["architecture", "technology", "system", "development", "technical", "infrastructure", "deployment", "security", "api"],
"general": ["company", "about", "overview", "mission", "values", "policy", "contact", "help"]
}
def initialize_system(self):
"""Initialize the complete RAG system with all components"""
try:
print("π Initializing Complete RAG System...")
# Initialize Vector Store (ChromaDB)
self._initialize_vector_store()
# Initialize LLM
self._initialize_llm()
# Load documents
self.documents = self.document_processor.get_all_documents()
# Load documents into vector store if available
if self.vector_store_initialized:
self._load_documents_to_vector_store()
self.initialized = True
# Print initialization status
self._print_initialization_status()
except Exception as e:
print(f"β Error initializing RAG system: {str(e)}")
# Graceful fallback to template-based system
self.initialized = True
print("β οΈ Using fallback mode with template responses")
def _initialize_vector_store(self):
"""Initialize ChromaDB vector store with better error handling"""
if not VECTOR_STORE_AVAILABLE:
print("β οΈ ChromaDB/SentenceTransformers not available, using in-memory search")
return
try:
print("π§ Initializing ChromaDB...")
# Create a writable directory for ChromaDB
chroma_dir = tempfile.mkdtemp(prefix="chroma_")
print(f"π Using ChromaDB directory: {chroma_dir}")
# Try different ChromaDB configurations for HuggingFace compatibility
try:
# First try: PersistentClient (newer API)
self.chroma_client = chromadb.PersistentClient(path=chroma_dir)
print("β
Using ChromaDB PersistentClient")
except Exception as e1:
try:
# Second try: Client with settings (older API)
self.chroma_client = chromadb.Client(Settings(
chroma_db_impl="duckdb+parquet",
persist_directory=chroma_dir
))
print("β
Using ChromaDB Client with Settings")
except Exception as e2:
# Third try: Simple client
self.chroma_client = chromadb.Client()
print("β
Using ChromaDB in-memory client")
# Get or create collection
collection_name = "finsolve_documents"
try:
self.collection = self.chroma_client.get_collection(collection_name)
print(f"β
Loaded existing ChromaDB collection: {collection_name}")
except:
self.collection = self.chroma_client.create_collection(
name=collection_name,
metadata={"description": "FinSolve documents with RBAC"}
)
print(f"β
Created new ChromaDB collection: {collection_name}")
# Initialize embedding model with smaller model for HuggingFace
try:
# Set cache directory for sentence transformers
cache_dir = tempfile.mkdtemp(prefix="sentence_transformers_")
self.embedding_model = SentenceTransformer(
"all-MiniLM-L6-v2",
cache_folder=cache_dir
)
print("β
Loaded sentence transformer model: all-MiniLM-L6-v2")
except Exception as e:
# Fallback to even smaller model
try:
cache_dir = tempfile.mkdtemp(prefix="sentence_transformers_fallback_")
self.embedding_model = SentenceTransformer(
"paraphrase-MiniLM-L3-v2",
cache_folder=cache_dir
)
print("β
Loaded fallback sentence transformer model: paraphrase-MiniLM-L3-v2")
except Exception as e2:
print(f"β Failed to load embedding model: {e2}")
raise e2
self.vector_store_initialized = True
except Exception as e:
print(f"β οΈ ChromaDB initialization failed: {str(e)}")
print("β οΈ Falling back to in-memory search")
self.vector_store_initialized = False
def _initialize_llm(self):
"""Initialize OpenAI LLM"""
if not LLM_AVAILABLE:
print("β οΈ OpenAI API key not found, using template responses")
return
try:
# Test OpenAI connection with updated API
response = openai.ChatCompletion.create(
model=self.llm_model,
messages=[{"role": "user", "content": "Hello"}],
max_tokens=10
)
self.llm_client = openai
self.llm_initialized = True
print(f"β
OpenAI LLM initialized: {self.llm_model}")
except Exception as e:
print(f"β οΈ OpenAI initialization failed: {str(e)}")
print("β οΈ Using template-based responses")
def _load_documents_to_vector_store(self):
"""Load documents into ChromaDB vector store"""
if not self.vector_store_initialized or not self.embedding_model:
return
try:
# Check if documents already loaded
if self.collection.count() > 0:
print(f"β
ChromaDB already contains {self.collection.count()} documents")
return
print("π Loading documents into vector store...")
texts = []
metadatas = []
ids = []
for i, doc in enumerate(self.documents):
doc_id = f"doc_{i}_{hash(doc.page_content) % 10000}"
metadata = {
"content_type": doc.metadata.get("content_type", "general"),
"title": doc.metadata.get("title", "Document"),
"department": doc.metadata.get("department", "General"),
"type": doc.metadata.get("type", "Document"),
"chunk_id": str(doc.metadata.get("chunk_id", 0)),
"source": doc.metadata.get("source", "unknown")
}
texts.append(doc.page_content)
metadatas.append(metadata)
ids.append(doc_id)
# Generate embeddings in batches to avoid memory issues
batch_size = 10
for i in range(0, len(texts), batch_size):
batch_texts = texts[i:i+batch_size]
batch_metadatas = metadatas[i:i+batch_size]
batch_ids = ids[i:i+batch_size]
# Generate embeddings
embeddings = self.embedding_model.encode(batch_texts).tolist()
# Add to ChromaDB
self.collection.add(
embeddings=embeddings,
documents=batch_texts,
metadatas=batch_metadatas,
ids=batch_ids
)
print(f"β
Loaded {len(self.documents)} documents into ChromaDB")
except Exception as e:
print(f"β οΈ Error loading documents to vector store: {str(e)}")
def _print_initialization_status(self):
"""Print comprehensive initialization status"""
print("\n" + "="*50)
print("π€ FINSOLVE RAG SYSTEM STATUS")
print("="*50)
print(f"β
Python: Core system initialized")
print(f"{'β
' if self.vector_store_initialized else 'β οΈ'} ChromaDB Vector Store: {'Ready' if self.vector_store_initialized else 'Fallback mode'}")
print(f"{'β
' if self.llm_initialized else 'β οΈ'} OpenAI LLM: {'OpenAI GPT' if self.llm_initialized else 'Template mode'}")
print(f"β
Streamlit: UI active")
print(f"π FastAPI: {'Real FastAPI' if self._check_fastapi_running() else 'Simulated API'}")
print(f"β
Authentication: JWT-style RBAC")
print(f"β
NLP: Intent classification + {'LLM' if self.llm_initialized else 'Templates'}")
print(f"β
RAG: Vector retrieval + context augmentation")
print(f"π Documents loaded: {len(self.documents)}")
print("="*50)
def _check_fastapi_running(self) -> bool:
"""Check if FastAPI server is running"""
try:
import requests
response = requests.get("http://localhost:8000/health", timeout=2)
return response.status_code == 200
except:
return False
def _vector_similarity_search(self, query: str, role: str, k: int = 5) -> List[Document]:
"""Perform vector similarity search with role-based filtering"""
if not self.vector_store_initialized:
return self._fallback_search(query, role, k)
try:
# Generate query embedding
query_embedding = self.embedding_model.encode([query]).tolist()[0]
# Build role-based filter
where_clause = self._build_role_filter(role)
# Perform vector search
results = self.collection.query(
query_embeddings=[query_embedding],
n_results=k,
where=where_clause,
include=["documents", "metadatas", "distances"]
)
# Convert to Document objects
documents = []
if results['documents'] and results['documents'][0]:
for i, (doc, metadata) in enumerate(zip(results['documents'][0], results['metadatas'][0])):
distance = results['distances'][0][i] if results['distances'] else 0
metadata['similarity_score'] = 1 - distance
documents.append(Document(
page_content=doc,
metadata=metadata
))
return documents
except Exception as e:
print(f"β Vector search error: {str(e)}")
return self._fallback_search(query, role, k)
def _build_role_filter(self, role: str) -> Dict:
"""Build ChromaDB filter based on user role"""
role_access = {
"Finance": ["financial_reports", "expense_data", "budget_info"],
"Marketing": ["marketing_reports", "campaign_data", "customer_metrics"],
"HR": ["employee_data", "hr_policies", "attendance_records"],
"Engineering": ["technical_docs", "architecture", "development_processes"],
"C-Level": ["financial_reports", "marketing_reports", "employee_data", "technical_docs", "all_data"],
"Employee": ["general_policies", "company_info", "benefits"]
}
accessible_types = role_access.get(role, ["general_policies"])
if len(accessible_types) == 1:
return {"content_type": {"$eq": accessible_types[0]}}
else:
return {"content_type": {"$in": accessible_types}}
def _fallback_search(self, query: str, role: str, k: int = 5) -> List[Document]:
"""Fallback search when vector store is not available"""
# Get role-specific documents
role_docs = self.document_processor.get_documents_for_role(role)
# Simple keyword matching
query_terms = query.lower().split()
scored_docs = []
for doc in role_docs:
content_lower = doc.page_content.lower()
score = 0
for term in query_terms:
score += content_lower.count(term)
if query.lower() in content_lower:
score += 10
if score > 0:
scored_docs.append((doc, score))
scored_docs.sort(key=lambda x: x[1], reverse=True)
return [doc for doc, score in scored_docs[:k]]
def _classify_query_intent(self, query: str) -> str:
"""Classify query intent using keyword matching"""
query_lower = query.lower()
intent_scores = {}
for intent, keywords in self.intent_keywords.items():
score = sum(1 for keyword in keywords if keyword in query_lower)
if score > 0:
intent_scores[intent] = score
if intent_scores:
return max(intent_scores, key=intent_scores.get)
return "general"
def _enforce_rbac_at_retrieval(self, query: str, role: str) -> Tuple[List[Document], bool]:
"""Enforce RBAC at retrieval level with intent validation"""
query_intent = self._classify_query_intent(query)
# Check if user role can access the queried domain
role_domain_access = {
"Finance": ["finance", "general"],
"Marketing": ["marketing", "general"],
"HR": ["hr", "general"],
"Engineering": ["engineering", "general"],
"C-Level": ["finance", "marketing", "hr", "engineering", "general"],
"Employee": ["general"]
}
allowed_domains = role_domain_access.get(role, ["general"])
if query_intent not in allowed_domains:
return [], False # Unauthorized access
# Get relevant documents using vector search or fallback
relevant_docs = self._vector_similarity_search(query, role)
return relevant_docs, True
async def _generate_llm_response(self, query: str, context: str, user_role: str, query_intent: str) -> str:
"""Generate response using OpenAI LLM"""
if not self.llm_initialized:
return self._generate_template_response(query, [], user_role, query_intent)
try:
system_prompt = f"""You are an AI assistant for FinSolve Technologies, a leading FinTech company.
You are responding to a {user_role} team member with access to {query_intent} information.
Guidelines:
- Provide accurate, concise, and role-appropriate responses
- Use the provided context to answer questions
- If information is not in the context, clearly state this
- Format responses professionally with clear structure
- Include relevant metrics and data when available
- Maintain confidentiality and data access boundaries
Context: {context}
User Role: {user_role}
Query Domain: {query_intent}"""
user_prompt = f"Question: {query}\n\nPlease provide a comprehensive answer based on the context provided."
response = self.llm_client.ChatCompletion.create(
model=self.llm_model,
messages=[
{"role": "system", "content": system_prompt},
{"role": "user", "content": user_prompt}
],
max_tokens=1000,
temperature=0.7,
)
return response.choices[0].message.content.strip()
except Exception as e:
print(f"β LLM error: {str(e)}")
return self._generate_template_response(query, [], user_role, query_intent)
def _generate_template_response(self, query: str, context_docs: List[Document], user_role: str, query_intent: str) -> str:
"""Generate template-based response when LLM is not available"""
response_parts = []
response_parts.append(f"**Based on your {user_role} access level:**\n")
# Generate intent-specific responses
if query_intent == "finance":
response_parts.extend(self._generate_finance_insights(query, context_docs))
elif query_intent == "marketing":
response_parts.extend(self._generate_marketing_insights(query, context_docs))
elif query_intent == "hr":
response_parts.extend(self._generate_hr_insights(query, context_docs))
elif query_intent == "engineering":
response_parts.extend(self._generate_technical_insights(query, context_docs))
else:
response_parts.extend(self._generate_general_insights(query, context_docs))
return "\n".join(response_parts)
def _generate_finance_insights(self, query: str, context_docs: List[Document]) -> List[str]:
"""Generate finance-specific insights"""
insights = ["π° **Financial Insights:**", ""]
# Extract content for analysis
content = " ".join([doc.page_content for doc in context_docs])
if "revenue" in query.lower() or "2.6 billion" in content:
insights.extend([
"π **Revenue Performance:**",
"β’ Q4 2024: $2.6 billion (35% YoY growth)",
"β’ Annual 2024: $9.4 billion (28% YoY increase)",
"β’ Strong growth trajectory maintained throughout the year",
""
])
if "margin" in query.lower() or "profit" in query.lower():
insights.extend([
"π **Profitability Metrics:**",
"β’ Gross Margin: 64% (improved from 58% in Q1)",
"β’ Net Income: $325M (18% YoY increase)",
"β’ Operating Income: $650M",
""
])
if "cost" in query.lower() or "expense" in query.lower():
insights.extend([
"πΈ **Cost Analysis:**",
"β’ Vendor Services: $30M (18% increase)",
"β’ Software Subscriptions: $25M (22% increase)",
"β’ Marketing Investment: $2.3B with strong ROI",
""
])
insights.append("π― **Key Takeaway:** Strong revenue growth with improving margins despite increased operational costs.")
return insights
def _generate_marketing_insights(self, query: str, context_docs: List[Document]) -> List[str]:
"""Generate marketing-specific insights"""
insights = ["π **Marketing Insights:**", ""]
insights.extend([
"π― **Campaign Performance:**",
"β’ Customer Acquisition: 20% increase year-over-year",
"β’ Digital Campaign ROI: 3.5x return on $5M investment",
"β’ Q4 Results: 220,000 new customers (exceeded target)",
"",
"π° **ROI Analysis:**",
"β’ Overall Marketing ROI: 4.5x",
"β’ Digital Channels: 3.5x return",
"β’ Event Marketing: 5.0x return",
"β’ Email Marketing: 2.0x return",
"",
"π **Key Takeaway:** Successful global expansion with strong ROI across all marketing channels."
])
return insights
def _generate_hr_insights(self, query: str, context_docs: List[Document]) -> List[str]:
"""Generate HR-specific insights"""
insights = ["π₯ **HR Insights:**", ""]
if "benefits" in query.lower():
insights.extend([
"π₯ **Employee Benefits:**",
"β’ Health Insurance: Family floater policy",
"β’ Provident Fund: 12% employer contribution",
"β’ Maternity Leave: 26 weeks paid leave",
"β’ Flexible Work: Up to 2 days/week WFH",
""
])
if "leave" in query.lower():
insights.extend([
"π
**Leave Policies:**",
"β’ Annual Leave: 15-21 days/year",
"β’ Sick Leave: 12 days/year",
"β’ Casual Leave: 7 days/year",
"β’ Emergency Leave: Available with manager approval",
""
])
insights.append("π‘ **Key Takeaway:** Comprehensive benefits package with competitive compensation and flexible work arrangements.")
return insights
def _generate_technical_insights(self, query: str, context_docs: List[Document]) -> List[str]:
"""Generate technical/engineering insights"""
insights = ["π§ **Technical Insights:**", ""]
if "architecture" in query.lower():
insights.extend([
"ποΈ **System Architecture:**",
"β’ Microservices-based, cloud-native design",
"β’ AWS infrastructure with Kubernetes orchestration",
"β’ PostgreSQL, MongoDB, Redis for data storage",
"β’ 99.99% uptime target with auto-scaling",
""
])
if "technology" in query.lower():
insights.extend([
"π» **Technology Stack:**",
"β’ Frontend: React 18, TypeScript, Tailwind CSS",
"β’ Backend: Node.js, Python, Go",
"β’ Mobile: Swift (iOS), Kotlin (Android)",
"β’ Infrastructure: AWS, Kubernetes, Docker",
""
])
insights.append("β‘ **Key Takeaway:** Modern, scalable architecture with strong security and compliance standards.")
return insights
def _generate_general_insights(self, query: str, context_docs: List[Document]) -> List[str]:
"""Generate general company insights"""
insights = ["π’ **Company Information:**", ""]
insights.extend([
"π **About FinSolve Technologies:**",
"β’ Founded: 2018",
"β’ Headquarters: Bangalore, India",
"β’ Global presence: North America, Europe, Asia-Pacific",
"β’ Services: Digital banking, payments, wealth management",
"",
"π― **Mission & Values:**",
"β’ Mission: Empower financial freedom through technology",
"β’ Core Values: Integrity, Innovation, Customer Focus",
"β’ Commitment: Secure, scalable financial solutions",
])
return insights
def _generate_unauthorized_response(self, query: str, user_role: str, query_intent: str) -> str:
"""Generate graceful unauthorized access message"""
intent_role_map = {
"finance": "Finance and Executive",
"marketing": "Marketing and Executive",
"hr": "HR and Executive",
"engineering": "Engineering and Executive"
}
required_roles = intent_role_map.get(query_intent, "appropriate")
return f"""π‘οΈ **Access Restricted**
This information is restricted to **{required_roles}** roles only.
Your current role (**{user_role}**) does not have permission to access {query_intent} data.
**Available to you:**
{chr(10).join(['β’ ' + doc.replace('_', ' ').title() for doc in self.auth_system.get_accessible_documents(user_role)])}
Please contact your administrator if you need access to additional information."""
def _extract_key_metrics(self, content: str, query_intent: str) -> Dict:
"""Extract key metrics for visualization"""
metrics = {}
if query_intent == "finance":
revenue_match = re.search(r'revenue[:\s]*\$?([\d.,]+)\s*(billion|million)', content.lower())
if revenue_match:
amount = revenue_match.group(1).replace(',', '')
unit = revenue_match.group(2)
multiplier = 1000 if unit == 'billion' else 1
metrics['revenue'] = float(amount) * multiplier
growth_match = re.search(r'(\d+)%\s*(yoy|growth)', content.lower())
if growth_match:
metrics['growth_rate'] = int(growth_match.group(1))
elif query_intent == "marketing":
acq_match = re.search(r'(\d+,?\d*)\s*new customers', content.lower())
if acq_match:
metrics['customer_acquisition'] = int(acq_match.group(1).replace(',', ''))
roi_match = re.search(r'(\d+\.?\d*)x\s*r[oe]i', content.lower())
if roi_match:
metrics['roi'] = float(roi_match.group(1))
return metrics
def _create_visualization(self, metrics: Dict, query_intent: str) -> Optional[str]:
"""Create visualizations for metrics"""
if not metrics:
return None
try:
if query_intent == "finance" and 'revenue' in metrics:
quarters = ['Q1', 'Q2', 'Q3', 'Q4']
revenues = [2100, 2300, 2400, 2600]
fig = px.bar(
x=quarters,
y=revenues,
title="Quarterly Revenue 2024 ($ Millions)",
labels={'x': 'Quarter', 'y': 'Revenue ($ Millions)'},
color=revenues,
color_continuous_scale="viridis"
)
fig.update_layout(height=400, showlegend=False)
return fig.to_html(include_plotlyjs='cdn', div_id="revenue_chart")
elif query_intent == "marketing" and 'customer_acquisition' in metrics:
months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun']
acquisitions = [18000, 22000, 25000, 28000, 32000, 35000]
fig = px.line(
x=months,
y=acquisitions,
title="Customer Acquisition Trend 2024",
labels={'x': 'Month', 'y': 'New Customers'},
markers=True
)
fig.update_layout(height=400, showlegend=False)
return fig.to_html(include_plotlyjs='cdn', div_id="acquisition_chart")
return None
except Exception as e:
print(f"β Error creating visualization: {str(e)}")
return None
def _create_data_table(self, content: str, query_intent: str) -> Optional[str]:
"""Create data tables from content"""
try:
if query_intent == "finance":
data = {
'Metric': ['Q4 Revenue', 'Annual Revenue', 'Net Income', 'Gross Margin', 'ROI'],
'Value': ['$2.6B', '$9.4B', '$325M', '64%', '15%'],
'YoY Growth': ['+35%', '+28%', '+18%', '+6%', '+3%']
}
df = pd.DataFrame(data)
return df.to_html(index=False, classes='table table-striped', table_id='financial-metrics')
elif query_intent == "marketing":
data = {
'Campaign': ['Digital Ads', 'Influencer', 'Email', 'Events'],
'Spend': ['$5M', '$1.5M', '$0.2M', '$2M'],
'ROI': ['3.5x', '4.2x', '2.0x', '5.0x'],
'Leads': ['180K', '60K', '25K', '300']
}
df = pd.DataFrame(data)
return df.to_html(index=False, classes='table table-striped', table_id='marketing-metrics')
return None
except Exception as e:
print(f"β Error creating table: {str(e)}")
return None
def store_feedback(self, query: str, response: str, rating: int, role: str):
"""Store user feedback for system improvement"""
feedback_id = len(self.query_feedback)
self.query_feedback[feedback_id] = {
'query': query,
'response': response,
'rating': rating,
'role': role,
'timestamp': pd.Timestamp.now(),
'intent': self._classify_query_intent(query)
}
def query(self, query: str, user_role: str) -> Tuple[str, List[str], Optional[str], Optional[str]]:
"""Enhanced query method with complete RAG pipeline"""
try:
if not self.initialized:
return "System not initialized. Please try again.", [], None, None
# Enforce RBAC at retrieval level
relevant_docs, authorized = self._enforce_rbac_at_retrieval(query, user_role)
if not authorized:
query_intent = self._classify_query_intent(query)
unauthorized_msg = self._generate_unauthorized_response(query, user_role, query_intent)
return unauthorized_msg, [], None, None
if not relevant_docs:
return f"No relevant information found in your accessible documents for: {query}", [], None, None
# Generate response using LLM or templates
query_intent = self._classify_query_intent(query)
if self.llm_initialized:
# Prepare context for LLM
context = "\n\n".join([doc.page_content for doc in relevant_docs])
import asyncio
try:
# Try to get event loop, create one if it doesn't exist
loop = asyncio.get_event_loop()
except RuntimeError:
loop = asyncio.new_event_loop()
asyncio.set_event_loop(loop)
response = loop.run_until_complete(
self._generate_llm_response(query, context, user_role, query_intent)
)
else:
response = self._generate_template_response(query, relevant_docs, user_role, query_intent)
# Extract sources
sources = []
for doc in relevant_docs:
source = doc.metadata.get('title', 'Company Documents')
if source not in sources:
sources.append(source)
# Generate visualizations and tables
context_content = " ".join([doc.page_content for doc in relevant_docs])
metrics = self._extract_key_metrics(context_content, query_intent)
visualization = self._create_visualization(metrics, query_intent)
table = self._create_data_table(context_content, query_intent)
return response, sources, visualization, table
except Exception as e:
error_response = f"I apologize, but I encountered an error while processing your query: {str(e)}"
return error_response, [], None, None
def get_system_status(self) -> Dict:
"""Get comprehensive system status"""
return {
"documents_loaded": len(self.documents),
"system_initialized": self.initialized,
"vector_store_available": self.vector_store_initialized,
"llm_available": self.llm_initialized,
"feedback_entries": len(self.query_feedback),
"tech_stack": {
"python": "β
Active",
"streamlit": "β
Active",
"vector_store": "β
ChromaDB" if self.vector_store_initialized else "β οΈ Fallback",
"llm": f"β
{self.llm_model}" if self.llm_initialized else "β οΈ Templates",
"fastapi": "β
Real FastAPI" if self._check_fastapi_running() else "π Simulated",
"authentication": "β
JWT-style RBAC"
}
}
def get_available_documents_for_role(self, role: str) -> List[Dict]:
"""Get list of documents available for a specific role"""
accessible_docs = self.auth_system.get_accessible_documents(role)
doc_info = self.document_processor.get_document_info()
available = []
for doc_name in accessible_docs:
if doc_name in doc_info:
available.append({
"content_type": doc_name,
**doc_info[doc_name]
})
return available |