SCDM-chatbot / app2.py
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import json
import os
from typing import Dict, List, Tuple
import streamlit as st
from dotenv import load_dotenv
from langchain_community.vectorstores import FAISS
from langchain.embeddings import HuggingFaceEmbeddings
from langchain_core.prompts import ChatPromptTemplate
from langchain_core.runnables import RunnableLambda
from langchain_core.output_parsers import StrOutputParser
from langchain_groq import ChatGroq
from ingest import build_index, INDEX_VERSION
APP_TITLE = "SCDM Knowledge Assistant"
INDEX_PATH = os.path.join(os.path.dirname(__file__), "data", "index")
SOURCE_LINKS_PATH = os.path.join(os.path.dirname(__file__), "data", "source_links.json")
SUMMARIES_PATH = os.path.join(os.path.dirname(__file__), "data", "summaries")
def _manifest_path() -> str:
return os.path.join(INDEX_PATH, "manifest.json")
def _needs_rebuild() -> bool:
if not os.path.exists(INDEX_PATH):
return True
mpath = _manifest_path()
if not os.path.exists(mpath):
return True
try:
with open(mpath, "r", encoding="utf-8") as f:
manifest = json.load(f)
return int(manifest.get("index_version", 0)) < int(INDEX_VERSION)
except Exception:
return True
@st.cache_resource
def load_vectorstore():
embeddings = HuggingFaceEmbeddings(model_name="sentence-transformers/all-MiniLM-L6-v2")
print("Loading vector index from:", INDEX_PATH)
if _needs_rebuild():
print("Index missing or outdated, rebuilding...")
build_index()
if _needs_rebuild():
raise FileNotFoundError(f"Index at {INDEX_PATH} missing or invalid after rebuild.")
return FAISS.load_local(INDEX_PATH, embeddings, allow_dangerous_deserialization=True)
@st.cache_data
def load_source_links() -> Dict[str, str]:
with open(SOURCE_LINKS_PATH, "r", encoding="utf-8") as f:
return json.load(f)
@st.cache_data
def load_competency_summary(competency: str) -> str:
"""Load competency summary from text file"""
competency_files = {
"Risk-Based CDM": "risk_based_cdm.txt",
"Soft Skills including Leadership and Executive Skills": "soft_skills_leadership.txt",
"Clinical Data Competencies & Cross-Functional Interactions": "clinical_data_competencies.txt",
"Technology & Data Platforms": "technology_data_platforms.txt",
"AI & Cognitive Tech": "ai_cognitive_tech.txt",
"Regulations & Standards": "regulations_standards.txt",
"Clinical Trial Operations": "clinical_trial_operations.txt"
}
filename = competency_files.get(competency)
if not filename:
return "Summary file for {competency} not found. Please add content to {filename}"
filepath = os.path.join(SUMMARIES_PATH, filename)
try:
with open(filepath, "r", encoding="utf-8") as f:
return f.read().strip()
except FileNotFoundError:
return f"Summary file for {competency} not found. Please add content to {filename}"
except Exception as e:
return f"Error loading summary: {str(e)}"
def page_url(url: str, page: int) -> str:
if not url:
return ""
# Typical viewers support #page=
joiner = "#page="
return f"{url}{joiner}{page}"
def render_sources(sources: List[Dict]):
grouped: Dict[Tuple[str, int], List[Dict]] = {}
for s in sources:
key = (s.get("file_name", ""), s.get("page", 0))
grouped.setdefault(key, []).append(s)
src_links = load_source_links()
for (file_name, page), items in grouped.items():
title = items[0].get("title") or file_name
url = src_links.get(file_name, items[0].get("url", ""))
human_url = page_url(url, page) if url else ""
with st.expander(f"Source: {title} β€” page {page}"):
if human_url:
st.markdown(f"[Open source (page {page})]({human_url})")
# Show unique paragraphs
seen = set()
for it in items:
text = it.get("text", "")
if not text or text in seen:
continue
seen.add(text)
st.markdown("> " + text.replace("\n", "\n> "))
NOISE_SECTION_KEYWORDS = {
"table of contents",
"contents",
"references",
"bibliography",
"glossary",
"acknowledgements",
"acknowledgments",
"foreword",
"index",
"list of figures",
"list of tables",
}
def _looks_like_toc(text: str) -> bool:
import re as _re
if not text:
return False
matches = _re.findall(r"\.{2,}\s*\d{1,3}\b", text)
return len(matches) >= 5
def _is_noise_text(text: str, page: int) -> bool:
lower = (text or "").lower()
if page == 1 and ("table of contents" in lower or "contents" in lower):
return True
if any(kw in lower for kw in NOISE_SECTION_KEYWORDS):
return True
if _looks_like_toc(text):
return True
# Very short paragraphs are low-signal
if len((text or "").strip()) < 40:
return True
return False
@st.cache_resource
def build_llm(model: str, temperature: float) -> ChatGroq:
return ChatGroq(model=model, temperature=temperature)
def classify_intent(llm: ChatGroq, user_input: str) -> str:
system = (
"You are an intent classifier for a clinical research assistant. "
"Return one label only from: QA, SUMMARIZE, QUIZ. "
"- QA: user asks a factual question or wants mapping/links. "
"- SUMMARIZE: user asks to summarize, compare, or extract key points. "
"- QUIZ: user mentions QUIZ or MCQ."
"Respond with only the label."
)
prompt = ChatPromptTemplate.from_messages([
("system", system),
("user", "{q}")
])
try:
chain = prompt | llm | StrOutputParser()
label = chain.invoke({"q": user_input}).strip().upper()
if label not in {"QA", "SUMMARIZE", "QUIZ"}:
return "QA"
return label
except Exception:
# Fallback to QA on any LLM classification error
return "QA"
def retrieve_context(vs: FAISS, query: str, k: int) -> List[Dict]:
pre_k = max(k * 4, 20)
docs = vs.similarity_search(query, k=pre_k)
candidates: List[Dict] = []
for d in docs:
md = d.metadata or {}
item = {
"text": d.page_content,
"file_name": md.get("file_name", ""),
"title": md.get("title", ""),
"url": md.get("url", ""),
"page": md.get("page", 0),
"paragraph_index": md.get("paragraph_index", 0),
}
if not _is_noise_text(item["text"], item["page"]):
candidates.append(item)
return candidates[:k]
def answer_with_citations(llm: ChatGroq, question: str, contexts: List[Dict]) -> str:
context_blocks = []
for c in contexts:
title = c.get("title") or c.get("file_name")
page = c.get("page")
context_blocks.append(
f"Title: {title}\nPage: {page}\nParagraph: {c['text']}"
)
context_str = "\n\n".join(context_blocks)
system = (
"You answer with high precision using provided sources only. "
"Always support key claims with quotes and human-readable citations in the form (Title, p. X). "
"Be timeline-aware and note when guidance differs by year."
)
user_tmpl = (
"Question: {q}\n\n"
"Sources:\n{ctx}\n\n"
"Instructions:\n"
"- Answer concisely and clearly for clinical data professionals.\n"
"- Include short quotes for key claims.\n"
"- Use citations like (Title, p. X).\n"
"- If uncertain or conflicting, say so and present options."
)
prompt = ChatPromptTemplate.from_messages([
("system", system),
("user", user_tmpl)
])
try:
chain = prompt | llm | StrOutputParser()
return chain.invoke({"q": question, "ctx": context_str})
except Exception as e:
return (
"I ran into an issue generating the answer. Please ensure dependencies are updated (groq and langchain-groq). "
f"Error: {e}"
)
def summarize_with_citations(llm: ChatGroq, task: str, contexts: List[Dict]) -> str:
context_str = "\n\n".join(
f"Title: {c.get('title') or c.get('file_name')}\nPage: {c.get('page')}\nParagraph: {c['text']}"
for c in contexts
)
system = (
"You summarize clinical research documents for a professional audience. "
"Use quotes sparingly but provide citations like (Title, p. X)."
)
user_tmpl = (
"Task: {task}\n\nSources:\n{ctx}\n\n"
"Produce a structured summary with bullets and a short concluding note."
)
prompt = ChatPromptTemplate.from_messages([
("system", system),
("user", user_tmpl)
])
try:
chain = prompt | llm | StrOutputParser()
return chain.invoke({"task": task, "ctx": context_str})
except Exception as e:
return (
"I ran into an issue generating the summary. Please ensure dependencies are updated (groq and langchain-groq). "
f"Error: {e}"
)
def quiz_from_context(llm: ChatGroq, instruction: str, contexts: List[Dict], num_q: int) -> str:
context_str = "\n\n".join(
f"Title: {c.get('title') or c.get('file_name')}\nPage: {c.get('page')}\nParagraph: {c['text']}"
for c in contexts
)
system = (
"Generate professional multiple-choice quiz questions for clinical data science topics. "
"Each question should have 4 options, correct answer, brief explanation, and at least one quote with (Title, p. X)."
)
user_tmpl = (
"Create {n} MCQs based on the sources.\n\n"
"Instruction: {inst}\n\n"
"Sources:\n{ctx}\n\n"
"Format with clear numbering and options A-D."
)
prompt = ChatPromptTemplate.from_messages([
("system", system),
("user", user_tmpl)
])
try:
chain = prompt | llm | StrOutputParser()
return chain.invoke({"n": num_q, "inst": instruction, "ctx": context_str})
except Exception as e:
return (
"I ran into an issue generating the quiz. Please ensure dependencies are updated (groq and langchain-groq). "
f"Error: {e}"
)
def ensure_session_state():
if "messages" not in st.session_state:
st.session_state.messages = []
if "sample_question" not in st.session_state:
st.session_state.sample_question = None
if "last_processed_question" not in st.session_state:
st.session_state.last_processed_question = None
if "sample_question_placeholder" not in st.session_state:
st.session_state.sample_question_placeholder = None
# Sample questions for the sidebar
SAMPLE_QUESTIONS = [
"What is Clinical Data Science and how does it differ from Clinical Data Management?",
"What are the key competencies for CDM professionals?",
"How has the CDM profession evolved over the past 5 years?",
"What are the main drivers for the transition to Clinical Data Science?",
"What certifications does SCDM offer?",
"What are the best practices for data integrity in clinical trials?"
]
# Removed old competency rendering functions - now integrated into main chat interface
def render_sample_questions_sidebar():
"""Render sample questions in the sidebar"""
st.sidebar.markdown("## πŸ’‘ Sample Questions")
st.sidebar.markdown("Click any question to get started:")
for i, question in enumerate(SAMPLE_QUESTIONS):
if st.sidebar.button(question, key=f"sample_{i}", use_container_width=True):
st.session_state.sample_question = question
st.rerun()
def render_about_sidebar():
"""Render the about section in the sidebar above sample questions"""
st.sidebar.markdown("## ℹ️ About this chatbot")
st.sidebar.markdown(
"This conversational assistant helps you explore SCDM and the SCDM Framework during the conference. "
"It answers questions, explains concepts, and points you to relevant source documents."
)
st.sidebar.caption("Disclaimer: All documents used are available publicly, this is a GenAI powered chatbot please verify your own information, not sanctioned by SCDM.")
def render_sources_sidebar():
"""Render the sources section in the sidebar"""
st.sidebar.markdown("## πŸ“š Sources used")
st.sidebar.markdown(
"- SCDM Topic Briefs and whitepapers (e.g., eSource Playbooks, 5Vs, CDM Role Evolution)"
)
st.sidebar.markdown("- ICH E6(R3) and E8(R1) guidelines")
def main():
load_dotenv()
st.set_page_config(page_title=APP_TITLE, page_icon="πŸ“˜")
# Create header with title and logo
col1, col2 = st.columns([3, 1])
with col1:
st.title(APP_TITLE)
with col2:
st.image("logo1.png", width=120)
# Initialize all heavy components upfront for better performance
with st.spinner("πŸ”„ Initializing SCDM Assistant..."):
# Check API key first
api_key = os.getenv("GROQ_API_KEY", "")
if not api_key:
st.error("GROQ_API_KEY is not set. Add it to your .env file.")
st.stop()
# Load vector store and LLM once
try:
vs = load_vectorstore()
llm = build_llm(model="llama-3.3-70b-versatile", temperature=0.2)
except Exception as e:
st.error(f"Failed to initialize: {e}")
st.stop()
# Force mode to Q&A
mode = "Q&A"
model = "llama-3.3-70b-versatile"
temperature = 0.2
top_k = 5
ensure_session_state()
# Render About, Sample Questions, and Sources in sidebar
render_about_sidebar()
render_sample_questions_sidebar()
render_sources_sidebar()
# Always show the main chat interface
st.markdown("Ask me anything about SCDM, clinical data management, or explore competency areas!")
# Chat history display
for m in st.session_state.messages:
with st.chat_message(m["role"]):
st.markdown(m["content"])
if m.get("sources"):
render_sources(m["sources"])
# Competency exploration buttons above chat input
st.markdown("### 🎯 Explore Competencies")
competencies = [
"Risk-Based CDM",
"Soft Skills including Leadership and Executive Skills",
"Clinical Data Competencies & Cross-Functional Interactions",
"Technology & Data Platforms",
"AI & Cognitive Tech",
"Regulations & Standards",
"Clinical Trial Operations"
]
# Create a 3-column grid for consistent button sizing
cols = st.columns(3)
# Distribute buttons across 3 columns (3 rows)
for i, competency in enumerate(competencies):
row = i // 3 # Which row (0, 1, or 2)
col = i % 3 # Which column (0, 1, or 2)
with cols[col]:
if st.button(competency, key=f"comp_{i}", use_container_width=True,
help=f"Click to learn about {competency}"):
summary = load_competency_summary(competency)
st.session_state.messages.append({
"role": "assistant",
"content": f"## {competency}\n\n{summary}\n\n---\n*Ask me follow-up questions about {competency}!*",
"sources": []
})
st.rerun()
# Chat input section (bottom anchored)
# If a sample question was clicked, auto-run it as a message
if st.session_state.sample_question:
user_q = st.session_state.sample_question
st.session_state.sample_question = None
with st.chat_message("user"):
st.markdown(user_q)
st.session_state.messages.append({"role": "user", "content": user_q})
st.session_state.last_processed_question = user_q
with st.chat_message("assistant"):
with st.spinner("πŸ” Searching knowledge base..."):
contexts = retrieve_context(vs, user_q, k=top_k)
with st.spinner("πŸ€– Generating answer..."):
answer = answer_with_citations(llm, user_q, contexts)
st.markdown(answer)
render_sources(contexts)
st.session_state.messages.append({
"role": "assistant",
"content": answer,
"sources": contexts,
})
# Always keep the chat input at the bottom of the page
user_input = st.chat_input("Type your question here…")
if user_input:
with st.chat_message("user"):
st.markdown(user_input)
st.session_state.messages.append({"role": "user", "content": user_input})
st.session_state.last_processed_question = user_input
with st.chat_message("assistant"):
with st.spinner("πŸ” Searching knowledge base..."):
contexts = retrieve_context(vs, user_input, k=top_k)
with st.spinner("πŸ€– Generating answer..."):
answer = answer_with_citations(llm, user_input, contexts)
st.markdown(answer)
render_sources(contexts)
st.session_state.messages.append({
"role": "assistant",
"content": answer,
"sources": contexts,
})
# Show welcome prompt if there is no conversation yet
if not st.session_state.messages:
st.info("πŸ€– I'm ready to answer your question. What is it?")
if __name__ == "__main__":
main()