Spaces:
Sleeping
Sleeping
File size: 48,966 Bytes
b9a1ba4 | 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 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827 828 829 830 831 832 833 834 835 836 837 838 839 840 841 842 843 844 845 846 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 863 864 865 866 867 868 869 870 871 872 873 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 967 968 969 970 971 972 973 974 975 976 977 978 979 980 981 982 983 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 1000 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 1011 1012 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040 1041 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1052 1053 1054 1055 1056 1057 1058 1059 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 1085 1086 1087 1088 1089 1090 1091 1092 1093 1094 1095 1096 1097 1098 1099 1100 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117 1118 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 1135 1136 1137 1138 1139 1140 1141 1142 1143 1144 1145 | # agents/visualization_agent.py
"""
Production-Grade Visualization Agent
ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Architecture β Two-pass LLM + deterministic execution:
PASS 1 (Plan)
LLM receives full dataset schema + user query.
Returns a structured JSON plan:
{ "transforms": [...], "chart": {...} }
No code is ever exec'd from LLM β all operations are whitelisted.
VALIDATE
Plan is validated against the actual DataFrame schema.
Column names are tracked across transforms so post-groupby
references are checked correctly. Retries LLM on failure.
EXECUTE
Deterministic pandas execution of each whitelisted operation.
Null-safe and type-safe throughout.
BUILD CHART
chart spec β Plotly figure dict.
13 chart types, consistent dark-UI theme.
Safe by design:
- No eval(), no exec(), no arbitrary code from LLM
- All operations are whitelisted pandas method calls
- Column names validated at plan-time AND execute-time
- Empty-dataframe guard after each transform
Replace visualization_agent_3.py + viz_engine.py with this file.
Update app.py import:
from agents.visualization_agent import run_visualization_agent
ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
"""
import math
import os
import json
import re
import traceback
from typing import Any, Dict, List, Optional
import numpy as np
import pandas as pd
from langchain.chat_models import init_chat_model
from dotenv import load_dotenv
from services.query_logging import record_llm_call
load_dotenv()
# ββ Config ββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
DATASETS_DIR = os.path.join("data", "datasets")
try:
from config.settings import GENERATION_MODEL_NAME
except ImportError:
GENERATION_MODEL_NAME = "groq:llama-3.3-70b-versatile"
print("Available Model:",GENERATION_MODEL_NAME)
_MAX_SAMPLE_ROWS = 5
_MAX_UNIQUE_VALS = 30
_MAX_PLAN_RETRIES = 2 # how many times to retry LLM if plan validation fails
# Colour palette β vivid, dark-UI friendly
_PALETTE_CAT = [
"#818cf8", "#34d399", "#fb923c", "#f472b6", "#60a5fa",
"#facc15", "#a78bfa", "#4ade80", "#f87171", "#38bdf8",
"#e879f9", "#2dd4bf", "#fbbf24", "#c084fc", "#86efac",
]
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 1 β DATASET LOADER
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def load_dataset(filename: str) -> pd.DataFrame:
"""
Load CSV / Excel from data/datasets/.
Normalises column names and auto-detects datetime columns.
"""
path = os.path.join(DATASETS_DIR, filename)
if not os.path.exists(path):
raise FileNotFoundError(
f"Dataset '{filename}' not found in {DATASETS_DIR}/"
)
ext = filename.rsplit(".", 1)[-1].lower()
if ext == "csv":
df = pd.read_csv(path)
elif ext in ("xlsx", "xls"):
df = pd.read_excel(path)
else:
raise ValueError(f"Unsupported file type: .{ext} (CSV and Excel only)")
# β Normalise column names: strip and collapse internal whitespace
df.columns = (
df.columns
.str.strip()
.str.replace(r"\s+", " ", regex=True)
)
# β‘ Auto-detect date-like object columns
for col in df.columns:
if df[col].dtype == object:
if any(kw in col.lower() for kw in ("date", "time", "year", "month")):
converted = pd.to_datetime(df[col], infer_datetime_format=True, errors="coerce")
# Only keep if most rows parsed successfully
if converted.notna().mean() > 0.7:
df[col] = converted
return df
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 2 β SCHEMA BUILDER
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def _col_tag(series: pd.Series) -> str:
if pd.api.types.is_numeric_dtype(series):
return "numeric"
if pd.api.types.is_datetime64_any_dtype(series):
return "datetime"
return "categorical"
def build_schema(df: pd.DataFrame) -> str:
"""
Produce a concise, LLM-readable schema: shape, per-column stats,
and a sample of the first N rows as a markdown table.
"""
lines = [
f"Rows: {df.shape[0]} | Columns: {df.shape[1]}\n",
"Column details:"
]
for col in df.columns:
tag = _col_tag(df[col])
dtype = str(df[col].dtype)
nulls = int(df[col].isna().sum())
if tag == "numeric":
desc = (
f"min={df[col].min():.4g}, max={df[col].max():.4g}, "
f"mean={df[col].mean():.4g}, std={df[col].std():.4g}"
)
elif tag == "datetime":
desc = f"range: {df[col].min()} β {df[col].max()}"
else:
uniq = df[col].dropna().unique()
shown = list(uniq[:_MAX_UNIQUE_VALS])
desc = f"{len(uniq)} unique values, e.g.: {shown[:10]}"
lines.append(
f" β’ {col!r} [{dtype}|{tag}] nulls={nulls} β {desc}"
)
lines.append(f"\nFirst {_MAX_SAMPLE_ROWS} rows:")
lines.append(df.head(_MAX_SAMPLE_ROWS).to_markdown(index=False))
return "\n".join(lines)
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 3 β LLM PLANNER
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
_PLANNER_SYSTEM_PROMPT = """You are a senior data analyst and visualization expert.
You receive a dataset schema and a user's chart request.
Produce a STRICT JSON execution plan β nothing else.
OUTPUT FORMAT β a single JSON object:
{
"transforms": [ ...transform steps... ],
"chart": { ...chart spec... }
}
ββββββββ ALLOWED TRANSFORM STEPS ββββββββ
1. filter
{ "step": "filter", "col": "col", "op": "==" | "!=" | ">" | ">=" | "<" | "<=" | "in" | "contains", "value": "val or [list]" }
2. drop_nulls
{ "step": "drop_nulls", "cols": ["col1", "col2"] }
3. extract_time
{ "step": "extract_time", "col": "date_col", "unit": "year" | "month" | "quarter" | "day_of_week", "new_col": "NewColName" }
4. bin_numeric
{ "step": "bin_numeric", "col": "numeric_col", "bins": 5, "new_col": "BinnedCol" }
5. groupby
{ "step": "groupby", "by": ["col1"], "agg": { "col2": "mean" | "sum" | "count" | "min" | "max" | "median" } }
NOTE: After groupby, available columns = by-columns + agg-columns ONLY.
6. groupby_multi
{ "step": "groupby_multi", "by": ["col1", "col2"], "agg": { "col3": "mean" | "sum" | "count" } }
NOTE: After groupby_multi, available columns = by-columns + agg-columns ONLY.
7. sort
{ "step": "sort", "by": "col", "order": "asc" | "desc" }
8. limit
{ "step": "limit", "n": integer }
9. compute_col
{ "step": "compute_col", "new_col": "NewCol", "formula": "ratio" | "pct_of_total", "col": "numerator_col", "col2": "denominator_col" }
10. pivot
{ "step": "pivot", "index": "row_col", "columns": "category_col", "values": "val_col", "aggfunc": "mean" | "sum" | "count" }
ββββββββ CHART SPEC ββββββββ
{
"type": "bar" | "horizontal_bar" | "line" | "area" | "scatter" |
"pie" | "donut" | "histogram" | "box" | "heatmap" |
"grouped_bar" | "stacked_bar" | "funnel",
"x": "col", // required for all except pie/donut
"y": "col", // required for all except pie/donut/histogram
"color": "col" | null, // for multi-series / grouped / scatter
"values": "col" | null, // pie / donut only
"names": "col" | null, // pie / donut only
"title": "Descriptive Chart Title",
"x_label": "label" | null,
"y_label": "label" | null,
"bins": integer | null // histogram only; default 20
}
ββββββββ STRICT RULES ββββββββ
1. Output ONLY the raw JSON object β NO markdown, NO backticks, NO extra text.
2. ALL column names MUST EXACTLY match the schema (case-sensitive).
3. After groupby/groupby_multi: only the by-columns and agg-result columns exist.
Do NOT reference original columns in subsequent steps or the chart spec.
4. PIE/DONUT: use "values" + "names" in chart spec, NOT "x"/"y".
5. HISTOGRAM: set "x" to the numeric column; omit "y".
6. BOX: "x" = optional category column, "y" = numeric column.
7. HEATMAP: use pivot step first, then set chart.x to the pivot row column.
8. GROUPED_BAR / STACKED_BAR: use groupby_multi β set chart.color to second group col.
9. TIME-BASED: always use extract_time BEFORE groupby.
10. TOP N: groupby β sort β limit β bar/horizontal_bar.
11. CATEGORY FREQUENCY: groupby with count agg β bar chart.
12. DISTRIBUTION of numeric: histogram (no groupby needed).
13. Do NOT add unnecessary transform steps.
14. After groupby, aggregated columns KEEP THEIR ORIGINAL NAMES.
Example:
{ "agg": { "Sales": "sum" } }
β resulting column is still "Sales", NOT "sum_Sales".
ββββββββ FEW-SHOT EXAMPLES ββββββββ
Query: "average salary by department"
Schema: 'Department' (categorical), 'Salary' (numeric)
β
{
"transforms": [
{ "step": "groupby", "by": ["Department"], "agg": { "Salary": "mean" } },
{ "step": "sort", "by": "Salary", "order": "desc" }
],
"chart": {
"type": "bar", "x": "Department", "y": "Salary", "color": null,
"title": "Average Salary by Department", "x_label": "Department", "y_label": "Avg Salary"
}
}
Query: "monthly sales trend"
Schema: 'Order Date' (datetime), 'Sales' (numeric)
β
{
"transforms": [
{ "step": "extract_time", "col": "Order Date", "unit": "month", "new_col": "Month" },
{ "step": "groupby", "by": ["Month"], "agg": { "Sales": "sum" } },
{ "step": "sort", "by": "Month", "order": "asc" }
],
"chart": {
"type": "line", "x": "Month", "y": "Sales",
"title": "Monthly Sales Trend", "x_label": "Month", "y_label": "Total Sales"
}
}
Query: "top 10 products by revenue"
Schema: 'Product Name' (categorical), 'Revenue' (numeric)
β
{
"transforms": [
{ "step": "groupby", "by": ["Product Name"], "agg": { "Revenue": "sum" } },
{ "step": "sort", "by": "Revenue", "order": "desc" },
{ "step": "limit", "n": 10 }
],
"chart": {
"type": "horizontal_bar", "x": "Revenue", "y": "Product Name",
"title": "Top 10 Products by Revenue", "x_label": "Revenue", "y_label": "Product"
}
}
Query: "sales by region as pie chart"
Schema: 'Region' (categorical), 'Sales' (numeric)
β
{
"transforms": [
{ "step": "groupby", "by": ["Region"], "agg": { "Sales": "sum" } }
],
"chart": {
"type": "pie", "values": "Sales", "names": "Region",
"title": "Sales Distribution by Region"
}
}
Query: "distribution of age"
Schema: 'Age' (numeric)
β
{
"transforms": [],
"chart": {
"type": "histogram", "x": "Age", "bins": 20,
"title": "Age Distribution", "x_label": "Age", "y_label": "Count"
}
}
Query: "profit by segment and region (grouped bar)"
Schema: 'Segment' (categorical), 'Region' (categorical), 'Profit' (numeric)
β
{
"transforms": [
{ "step": "groupby_multi", "by": ["Region", "Segment"], "agg": { "Profit": "sum" } }
],
"chart": {
"type": "grouped_bar", "x": "Region", "y": "Profit", "color": "Segment",
"title": "Profit by Region and Segment", "x_label": "Region", "y_label": "Total Profit"
}
}
"""
def _call_planner(schema: str, query: str, error_hint: str = "") -> dict:
"""
Call LLM to generate the plan.
error_hint is appended when retrying after a validation failure.
"""
llm = init_chat_model(GENERATION_MODEL_NAME)
user_content = f"Dataset schema:\n{schema}\n\nUser chart request:\n{query}"
if error_hint:
user_content += f"\n\n[Previous plan was rejected β fix this]: {error_hint}"
user_content += "\n\nOutput ONLY the raw JSON plan."
messages = [
{"role": "system", "content": _PLANNER_SYSTEM_PROMPT},
{"role": "user", "content": user_content},
]
response = llm.invoke(messages)
raw = response.content.strip()
record_llm_call(
use_case="data_visualization_plan",
output_text=raw,
response=response,
model_name=GENERATION_MODEL_NAME,
)
print(f"[VizAgent] Raw LLM plan:\n{raw}\n")
# Strip accidental markdown fences
raw = re.sub(r"^```(?:json)?\s*", "", raw)
raw = re.sub(r"\s*```$", "", raw)
raw = raw.strip()
try:
plan = json.loads(raw)
except json.JSONDecodeError as e:
raise ValueError(f"LLM returned invalid JSON: {e}\nRaw:\n{raw[:600]}")
if not isinstance(plan, dict):
raise ValueError("Plan must be a JSON object with 'transforms' and 'chart' keys.")
if "chart" not in plan:
raise ValueError("Plan missing required 'chart' key.")
plan.setdefault("transforms", [])
return plan
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 4 β PLAN VALIDATOR
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
_ALLOWED_STEPS = {
"filter", "drop_nulls", "extract_time", "bin_numeric",
"groupby", "groupby_multi", "sort", "limit", "compute_col", "pivot",
}
_ALLOWED_CHART_TYPES = {
"bar", "horizontal_bar", "line", "area", "scatter",
"pie", "donut", "histogram", "box", "heatmap",
"grouped_bar", "stacked_bar", "funnel",
}
_ALLOWED_AGGS = {"mean", "sum", "count", "min", "max", "median", "std"}
_ALLOWED_OPS = {"==", "!=", ">", ">=", "<", "<=", "in", "contains"}
def validate_plan(plan: dict, df: pd.DataFrame) -> None:
"""
Validate plan against the actual DataFrame.
Tracks column availability across transforms so post-groupby
references can be caught before execution.
Raises ValueError with a clear message on any issue.
"""
available = set(df.columns)
def _need(col: str, ctx: str):
if col not in available:
raise ValueError(
f"[{ctx}] Column '{col}' not available. "
f"Available columns at this point: {sorted(available)}"
)
for i, step in enumerate(plan.get("transforms", [])):
ctx = f"transform[{i}]"
stype = step.get("step")
if stype not in _ALLOWED_STEPS:
raise ValueError(f"[{ctx}] Unknown step type '{stype}'")
if stype == "filter":
_need(step["col"], ctx)
if step.get("op") not in _ALLOWED_OPS:
raise ValueError(f"[{ctx}] Unknown operator '{step.get('op')}'")
elif stype == "drop_nulls":
for c in step.get("cols", []):
_need(c, ctx)
elif stype == "extract_time":
_need(step["col"], ctx)
new_col = step.get("new_col")
if new_col:
available.add(new_col)
elif stype == "bin_numeric":
_need(step["col"], ctx)
new_col = step.get("new_col")
if new_col:
available.add(new_col)
elif stype in ("groupby", "groupby_multi"):
by = step.get("by", [])
agg = step.get("agg", {})
for c in by:
_need(c, ctx)
for c, fn in agg.items():
_need(c, ctx)
if fn not in _ALLOWED_AGGS:
raise ValueError(
f"[{ctx}] Unknown aggregation '{fn}' for column '{c}'. "
f"Allowed: {sorted(_ALLOWED_AGGS)}"
)
# After groupby only by + agg result columns exist
available = set(by) | set(agg.keys())
elif stype == "sort":
_need(step["by"], ctx)
elif stype == "compute_col":
_need(step["col"], ctx)
if step.get("col2"):
_need(step["col2"], ctx)
available.add(step.get("new_col", "computed"))
elif stype == "pivot":
for k in ("index", "columns", "values"):
_need(step[k], ctx)
# After pivot, columns are dynamic β clear tracking
available = set() # can't know exactly; skip further checks
# Validate chart spec
chart = plan.get("chart", {})
ctype = chart.get("type")
if ctype not in _ALLOWED_CHART_TYPES:
raise ValueError(
f"[chart] Unknown chart type '{ctype}'. "
f"Allowed: {sorted(_ALLOWED_CHART_TYPES)}"
)
if ctype in ("pie", "donut"):
for k in ("values", "names"):
v = chart.get(k)
if v and v not in available:
raise ValueError(
f"[chart.{k}] '{v}' not available. "
f"Available: {sorted(available)}"
)
elif ctype == "histogram":
if chart.get("x") and chart["x"] not in available:
raise ValueError(
f"[chart.x] '{chart['x']}' not available. "
f"Available: {sorted(available)}"
)
else:
for k in ("x", "y"):
v = chart.get(k)
if v and v not in available:
raise ValueError(
f"[chart.{k}] '{v}' not available. "
f"Available: {sorted(available)}"
)
c = chart.get("color")
if c and c not in available:
raise ValueError(
f"[chart.color] '{c}' not available. "
f"Available: {sorted(available)}"
)
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 5 β EXECUTION ENGINE
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def _clean_val(v: Any) -> Any:
"""Convert numpy/pandas scalar to a JSON-safe Python type."""
if isinstance(v, (np.integer,)):
return int(v)
if isinstance(v, (np.floating,)):
f = float(v)
return None if (math.isnan(f) or math.isinf(f)) else round(f, 6)
if isinstance(v, float):
return None if (math.isnan(v) or math.isinf(v)) else round(v, 6)
if isinstance(v, np.bool_):
return bool(v)
if pd.isna(v) if not isinstance(v, (list, dict, np.ndarray)) else False:
return None
return v
def _series_to_list(s: pd.Series) -> list:
"""Convert a pandas Series to a JSON-safe list."""
return [_clean_val(v) for v in s]
class ExecutionEngine:
"""
Deterministic, whitelisted pandas execution of the transform plan.
Each step is validated at runtime for column existence and type compatibility.
"""
def __init__(self, df: pd.DataFrame):
self.original_df = df.copy()
def run(self, transforms: List[dict]) -> pd.DataFrame:
df = self.original_df.copy()
for i, step in enumerate(transforms):
stype = step.get("step")
try:
df = self._apply(df, step)
except Exception as e:
raise RuntimeError(
f"Transform step {i} ('{stype}') failed: {e}\n"
f"Available columns were: {list(df.columns)}"
) from e
# Guard: if transforms empty the df, warn early
if df.empty:
raise RuntimeError(
f"Transform step {i} ('{stype}') produced an empty dataframe. "
"Your filter may be too strict, or the group yielded no rows."
)
return df
# ββ individual step handlers βββββββββββββββββββββββββββββββββββ
def _apply(self, df: pd.DataFrame, step: dict) -> pd.DataFrame:
stype = step["step"]
# ββ filter βββββββββββββββββββββββββββββββββββββββββββββββββ
if stype == "filter":
col, op, val = step["col"], step["op"], step["value"]
s = df[col]
if op == "==": df = df[s == val]
elif op == "!=": df = df[s != val]
elif op == ">": df = df[s > val]
elif op == ">=": df = df[s >= val]
elif op == "<": df = df[s < val]
elif op == "<=": df = df[s <= val]
elif op == "in":
vals = val if isinstance(val, list) else [val]
df = df[s.isin(vals)]
elif op == "contains":
df = df[s.astype(str).str.contains(str(val), case=False, na=False)]
return df.reset_index(drop=True)
# ββ drop_nulls βββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "drop_nulls":
cols = step.get("cols") or list(df.columns)
# Only drop on columns that actually exist
cols = [c for c in cols if c in df.columns]
return df.dropna(subset=cols).reset_index(drop=True)
# ββ extract_time ββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "extract_time":
col = step["col"]
unit = step.get("unit", "month")
new_col = step.get("new_col") or unit.title()
series = pd.to_datetime(df[col], errors="coerce")
if unit == "year":
df[new_col] = series.dt.year.astype("Int64").astype(str)
elif unit == "month":
df[new_col] = series.dt.to_period("M").astype(str)
elif unit == "quarter":
df[new_col] = series.dt.to_period("Q").astype(str)
elif unit == "day_of_week":
df[new_col] = series.dt.day_name()
else:
df[new_col] = series.dt.to_period("M").astype(str)
return df
# ββ bin_numeric βββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "bin_numeric":
col = step["col"]
bins = step.get("bins", 5)
labels = step.get("labels") or None
new_col = step.get("new_col") or f"{col}_bin"
df[new_col] = (
pd.cut(df[col], bins=bins, labels=labels, include_lowest=True)
.astype(str)
)
return df
# ββ groupby / groupby_multi βββββββββββββββββββββββββββββββββ
elif stype in ("groupby", "groupby_multi"):
by = step["by"]
agg = step["agg"]
# Separate count cols (need special handling) from others
agg_dict = {c: fn for c, fn in agg.items() if fn != "count"}
count_cols = [c for c, fn in agg.items() if fn == "count"]
if agg_dict:
result = (
df.groupby(by, dropna=True)[list(agg_dict.keys())]
.agg(agg_dict)
.reset_index()
)
else:
# Pure count
result = (
df.groupby(by, dropna=True)
.size()
.reset_index(name=count_cols[0] if count_cols else "count")
)
return result
# Add count columns
if count_cols:
size_df = (
df.groupby(by, dropna=True)
.size()
.reset_index(name="_tmp_count")
)
for c in count_cols:
result = result.merge(
size_df.rename(columns={"_tmp_count": c}),
on=by, how="left"
)
return result
# ββ sort ββββββββββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "sort":
return df.sort_values(
by=step["by"],
ascending=(step.get("order", "asc") == "asc")
).reset_index(drop=True)
# ββ limit βββββββββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "limit":
return df.head(int(step["n"])).reset_index(drop=True)
# ββ compute_col βββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "compute_col":
col = step["col"]
col2 = step.get("col2")
new_col = step.get("new_col", "computed")
formula = step.get("formula", "ratio")
if formula == "ratio" and col2:
df[new_col] = df.apply(
lambda r: (r[col] / r[col2])
if (pd.notna(r[col2]) and r[col2] != 0) else None,
axis=1,
)
elif formula == "pct_of_total":
total = df[col].sum()
df[new_col] = (df[col] / total * 100) if total != 0 else 0.0
return df
# ββ pivot βββββββββββββββββββββββββββββββββββββββββββββββββββ
elif stype == "pivot":
result = df.pivot_table(
index=step["index"],
columns=step["columns"],
values=step["values"],
aggfunc=step.get("aggfunc", "mean"),
).reset_index()
# Flatten multi-level column names
result.columns = [
str(c).strip() if not isinstance(c, tuple) else " ".join(str(x) for x in c if x)
for c in result.columns
]
return result
else:
raise ValueError(f"Unknown step type '{stype}'")
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 6 β CHART BUILDER
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
_BASE_LAYOUT = {
"plot_bgcolor": "rgba(0,0,0,0)",
"paper_bgcolor": "rgba(0,0,0,0)",
"font": {"color": "#f2f2f2", "family": "Inter, system-ui, sans-serif"},
"margin": {"t": 70, "r": 30, "b": 80, "l": 80},
"legend": {"bgcolor": "rgba(0,0,0,0)", "borderwidth": 0},
"hoverlabel": {"bgcolor": "#1e293b", "bordercolor": "#334155", "font": {"color": "#f8fafc"}},
}
_GRID_COLOR = "rgba(255,255,255,0.08)"
_AXIS_STYLE = {"gridcolor": _GRID_COLOR, "linecolor": "rgba(255,255,255,0.15)", "zerolinecolor": _GRID_COLOR}
def _make_layout(title: str, x_label: str = "", y_label: str = "", extra: dict = None) -> dict:
layout = {**_BASE_LAYOUT, "title": {"text": title, "font": {"size": 18, "color": "#f8fafc"}}}
if x_label:
layout["xaxis"] = {**_AXIS_STYLE, "title": {"text": x_label}}
if y_label:
layout["yaxis"] = {**_AXIS_STYLE, "title": {"text": y_label}}
if extra:
layout.update(extra)
return layout
def _resolve_col(df: pd.DataFrame, col: Optional[str]) -> Optional[str]:
"""Return col if it exists in df, else None."""
return col if col and col in df.columns else None
def build_plotly_figure(df: pd.DataFrame, chart: dict) -> dict:
"""
Build a Plotly figure dict from a transformed DataFrame + chart spec.
Supports 13 chart types with a consistent dark-UI theme.
"""
ctype = chart.get("type", "bar")
title = chart.get("title", "Chart")
x_label = chart.get("x_label") or chart.get("x", "")
y_label = chart.get("y_label") or chart.get("y", "")
x_col = _resolve_col(df, chart.get("x"))
y_col = _resolve_col(df, chart.get("y"))
c_col = _resolve_col(df, chart.get("color"))
v_col = _resolve_col(df, chart.get("values"))
n_col = _resolve_col(df, chart.get("names"))
data = []
layout = _make_layout(title, x_label, y_label)
config = {
"responsive": True,
"displayModeBar": True,
"modeBarButtonsToRemove": ["toImage"],
}
# ββ bar / horizontal_bar βββββββββββββββββββββββββββββββββββββ
if ctype in ("bar", "horizontal_bar"):
orientation = "h" if ctype == "horizontal_bar" else "v"
if c_col:
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
x_v = _series_to_list(sub[x_col if orientation == "v" else y_col])
y_v = _series_to_list(sub[y_col if orientation == "v" else x_col])
data.append({
"type": "bar", "name": str(grp),
"x": x_v, "y": y_v, "orientation": orientation,
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)]},
})
layout["barmode"] = "group"
else:
if not x_col or not y_col:
raise ValueError(f"bar chart requires 'x' and 'y' columns. Got x={x_col}, y={y_col}")
x_v = _series_to_list(df[x_col if orientation == "v" else y_col])
y_v = _series_to_list(df[y_col if orientation == "v" else x_col])
n = len(x_v)
colors = (_PALETTE_CAT * math.ceil(n / len(_PALETTE_CAT)))[:n]
data.append({
"type": "bar",
"x": x_v, "y": y_v, "orientation": orientation,
"marker": {"color": colors, "line": {"width": 0}},
"hovertemplate": "%{x}<br>%{y}<extra></extra>",
})
if orientation == "v":
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30, "automargin": True})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
else:
layout.setdefault("xaxis", {}).update(_AXIS_STYLE)
layout.setdefault("yaxis", {}).update({**_AXIS_STYLE, "automargin": True})
# ββ grouped_bar ββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "grouped_bar":
if not c_col:
raise ValueError("grouped_bar requires 'color' column for grouping.")
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
data.append({
"type": "bar", "name": str(grp),
"x": _series_to_list(sub[x_col]),
"y": _series_to_list(sub[y_col]),
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)]},
})
layout["barmode"] = "group"
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ stacked_bar ββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "stacked_bar":
if not c_col:
raise ValueError("stacked_bar requires 'color' column for stacking.")
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
data.append({
"type": "bar", "name": str(grp),
"x": _series_to_list(sub[x_col]),
"y": _series_to_list(sub[y_col]),
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)]},
})
layout["barmode"] = "stack"
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ line βββββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "line":
if c_col:
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
data.append({
"type": "scatter", "mode": "lines+markers",
"name": str(grp),
"x": _series_to_list(sub[x_col]),
"y": _series_to_list(sub[y_col]),
"line": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)], "width": 2},
"marker": {"size": 5},
})
else:
data.append({
"type": "scatter", "mode": "lines+markers",
"x": _series_to_list(df[x_col]),
"y": _series_to_list(df[y_col]),
"line": {"color": _PALETTE_CAT[0], "width": 2},
"marker": {"size": 5},
"fill": "tozeroy",
"fillcolor": "rgba(129,140,248,0.12)",
})
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30, "automargin": True})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ area βββββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "area":
data.append({
"type": "scatter", "mode": "lines",
"x": _series_to_list(df[x_col]),
"y": _series_to_list(df[y_col]),
"fill": "tozeroy",
"line": {"color": _PALETTE_CAT[0], "width": 2},
"fillcolor": "rgba(129,140,248,0.18)",
})
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ scatter ββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "scatter":
if c_col:
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
data.append({
"type": "scatter", "mode": "markers",
"name": str(grp),
"x": _series_to_list(sub[x_col]),
"y": _series_to_list(sub[y_col]),
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)], "size": 7, "opacity": 0.8},
})
else:
data.append({
"type": "scatter", "mode": "markers",
"x": _series_to_list(df[x_col]),
"y": _series_to_list(df[y_col]),
"marker": {"color": _PALETTE_CAT[0], "size": 7, "opacity": 0.8},
})
layout.setdefault("xaxis", {}).update(_AXIS_STYLE)
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ pie ββββββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype in ("pie", "donut"):
if not v_col or not n_col:
raise ValueError(
f"pie/donut chart requires 'values' and 'names' columns. "
f"Got values={v_col}, names={n_col}"
)
data.append({
"type": "pie",
"values": _series_to_list(df[v_col]),
"labels": _series_to_list(df[n_col]),
"hole": 0.4 if ctype == "donut" else 0,
"marker": {"colors": _PALETTE_CAT},
"textinfo": "label+percent",
"hovertemplate": "%{label}<br>%{value:,.2f} (%{percent})<extra></extra>",
})
layout.pop("xaxis", None)
layout.pop("yaxis", None)
layout["margin"] = {"t": 70, "r": 30, "b": 30, "l": 30}
# ββ histogram ββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "histogram":
if not x_col:
raise ValueError("histogram requires 'x' column.")
nbins = int(chart.get("bins") or 20)
if c_col:
for i, grp in enumerate(df[c_col].dropna().unique()):
sub = df[df[c_col] == grp]
data.append({
"type": "histogram", "name": str(grp),
"x": _series_to_list(sub[x_col]),
"nbinsx": nbins,
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)], "opacity": 0.75},
})
layout["barmode"] = "overlay"
else:
data.append({
"type": "histogram",
"x": _series_to_list(df[x_col]),
"nbinsx": nbins,
"marker": {"color": _PALETTE_CAT[0], "opacity": 0.85},
})
layout.setdefault("xaxis", {}).update(_AXIS_STYLE)
layout["yaxis"] = {**_AXIS_STYLE, "title": {"text": "Count"}}
# ββ box ββββββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "box":
if not y_col:
raise ValueError("box chart requires 'y' column.")
if x_col:
for i, grp in enumerate(df[x_col].dropna().unique()):
sub = df[df[x_col] == grp]
data.append({
"type": "box", "name": str(grp),
"y": _series_to_list(sub[y_col]),
"marker": {"color": _PALETTE_CAT[i % len(_PALETTE_CAT)]},
"boxpoints": "outliers",
})
else:
data.append({
"type": "box",
"y": _series_to_list(df[y_col]),
"name": y_col,
"marker": {"color": _PALETTE_CAT[0]},
"boxpoints": "outliers",
})
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "automargin": True})
layout.setdefault("yaxis", {}).update(_AXIS_STYLE)
# ββ heatmap ββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "heatmap":
# Expects pivot step already ran; df has row_col + value columns
row_col = x_col or df.columns[0]
val_cols = [c for c in df.columns if c != row_col]
z = [
[_clean_val(v) for v in row]
for row in df[val_cols].values.tolist()
]
data.append({
"type": "heatmap",
"x": val_cols,
"y": _series_to_list(df[row_col]),
"z": z,
"colorscale": "Blues",
"hoverongaps": False,
"hovertemplate": "x=%{x}<br>y=%{y}<br>value=%{z:.2f}<extra></extra>",
})
layout.setdefault("xaxis", {}).update({**_AXIS_STYLE, "tickangle": -30, "automargin": True})
layout.setdefault("yaxis", {}).update({**_AXIS_STYLE, "automargin": True})
# ββ funnel βββββββββββββββββββββββββββββββββββββββββββββββββββ
elif ctype == "funnel":
if not x_col or not y_col:
raise ValueError("funnel chart requires 'x' (values) and 'y' (labels) columns.")
n = len(df)
colors = (_PALETTE_CAT * math.ceil(n / len(_PALETTE_CAT)))[:n]
data.append({
"type": "funnel",
"x": _series_to_list(df[x_col]),
"y": _series_to_list(df[y_col]),
"marker": {"color": colors},
"textinfo": "value+percent initial",
})
layout.pop("yaxis", None)
else:
raise ValueError(f"Unsupported chart type: '{ctype}'")
return {"data": data, "layout": layout, "config": config}
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 7 β SUMMARY GENERATOR
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def _generate_summary(query: str, chart: dict, df: pd.DataFrame) -> str:
"""Generate a 1-2 sentence plain-English insight about the chart."""
llm = init_chat_model(GENERATION_MODEL_NAME)
title = chart.get("title", "the chart")
messages = [
{
"role": "system",
"content": (
"You are a helpful data analyst. "
"Write exactly 1-2 concise, insightful sentences describing what the chart shows. "
"Mention the key trend or takeaway using actual values if visible. "
"Do NOT mention Plotly, JSON, or any technical details."
),
},
{
"role": "user",
"content": (
f"User asked: '{query}'\n"
f"Chart title: '{title}'\n"
f"Transformed dataset shape: {df.shape[0]} rows Γ {df.shape[1]} columns.\n"
f"Columns: {list(df.columns)}\n"
f"Top rows:\n{df.head(8).to_markdown(index=False)}\n\n"
"Write a short, insightful summary of this chart."
),
},
]
response = llm.invoke(messages)
summary = response.content.strip()
record_llm_call(
use_case="data_visualization_summary",
output_text=summary,
response=response,
model_name=GENERATION_MODEL_NAME,
)
return summary
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
# SECTION 8 β MAIN ENTRY POINT
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def run_visualization_agent(query: str, filename: str) -> dict:
"""
Main entry point called by Flask route POST /agent/visualize
Args:
query : Natural-language chart request (e.g. "bar chart of sales by region")
filename : Dataset file name (must exist in data/datasets/)
Returns dict:
success : bool
figure : Plotly figure dict (for Plotly.js on the frontend)
summary : str (1-2 sentence insight)
plan : dict (the execution plan that was used)
filename : str
rows : int (original dataset row count)
columns : list[str] (original column names)
error : str (only when success=False)
detail : str (full traceback, only on unexpected errors)
"""
try:
# ββ 1. Load + clean dataset ββββββββββββββββββββββββββββββ
df = load_dataset(filename)
# ββ 2. Build schema for the LLM βββββββββββββββββββββββββ
schema = build_schema(df)
# ββ 3. Generate + validate plan (with retries) βββββββββββ
plan = None
last_error = ""
for attempt in range(_MAX_PLAN_RETRIES + 1):
try:
plan = _call_planner(schema, query, error_hint=last_error)
validate_plan(plan, df)
break # plan is valid β stop retrying
except ValueError as exc:
last_error = str(exc)
print(f"[VizAgent] Attempt {attempt + 1}/{_MAX_PLAN_RETRIES + 1} "
f"plan rejected: {last_error}")
plan = None # reset so we don't use a bad plan
if plan is None:
return {
"success": False,
"error": (
f"Could not produce a valid visualization plan after "
f"{_MAX_PLAN_RETRIES + 1} attempts. Last error: {last_error}"
),
}
# ββ 4. Execute transforms deterministically ββββββββββββββ
engine = ExecutionEngine(df)
result_df = engine.run(plan.get("transforms", []))
if result_df.empty:
return {
"success": False,
"error": (
"The transform pipeline produced an empty table. "
"Your filter may be too strict, or no data matches the criteria."
),
}
# ββ 5. Build Plotly figure βββββββββββββββββββββββββββββββ
figure = build_plotly_figure(result_df, plan["chart"])
# ββ 6. Generate insight ββββββββββββββββββββββββββββββββββ
summary = _generate_summary(query, plan["chart"], result_df)
return {
"success": True,
"figure": figure,
"summary": summary,
"plan": plan,
"filename": filename,
"rows": df.shape[0],
"columns": list(df.columns),
}
except FileNotFoundError as exc:
return {"success": False, "error": str(exc)}
except ValueError as exc:
return {"success": False, "error": str(exc)}
except RuntimeError as exc:
return {"success": False, "error": str(exc)}
except Exception as exc:
return {
"success": False,
"error": f"Unexpected error: {exc}",
"detail": traceback.format_exc(),
}
|