Alphalens / src /utils /agent_graph.py
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Implement LLM-based conversational router and AI persona
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import logging
import os
import json
import re
import uuid
from typing import Any, Dict, List, Literal, Optional, TypedDict
import matplotlib
matplotlib.use('Agg')
import matplotlib.pyplot as plt
import io
import base64
from src.utils.cache_memory import ExactMatchCache, normalize_query
from src.llm.llm_client import generate_answer
from src.utils.mcp_client import MCPClient
from src.utils.rag_service import retrieve_documents
from src.utils.config import Config
from src.utils.grader import grade_documents, grade_hallucination, grade_answer_relevance, rewrite_query
from src.utils.guardrails import apply_input_guardrails
LOGGER = logging.getLogger("agent_graph")
try:
try:
from langgraph.checkpoint.memory import InMemorySaver
except Exception: # pragma: no cover - version compatibility
from langgraph.checkpoint.memory import MemorySaver as InMemorySaver
from langgraph.graph import END, START, StateGraph
LANGGRAPH_AVAILABLE = True
except Exception: # pragma: no cover - optional dependency fallback
LANGGRAPH_AVAILABLE = False
InMemorySaver = None
END = "__end__"
START = "__start__"
StateGraph = None
class AgentState(TypedDict, total=False):
query: str
mode: str
limit: int
prefetch_limit: int
rerank: bool
query_normalized: str
retrieved_docs: List[Dict[str, Any]]
cache_hit: bool
cached_response: Dict[str, Any]
mcp_results: List[Dict[str, Any]]
final_answer: str
chart_json_data: str
next_action: str
route_reason: str
needs_retrieve: bool
needs_mcp: bool
needs_direct: bool
cache_checked: bool
run_log: List[str]
reflection_count: int
def _append_log(state: AgentState, message: str):
state.setdefault("run_log", [])
state["run_log"].append(message)
LOGGER.info(message)
def _detect_company(query: str) -> str:
lower = (query or "").lower()
for name in ["amazon", "apple", "meta", "google", "alphabet", "microsoft"]:
if name in lower:
return "google" if name == "alphabet" else name
return "apple"
def _detect_ticker(query: str) -> str:
lower = (query or "").lower()
mapping = {
"apple": "AAPL",
"amazon": "AMZN",
"google": "GOOGL",
"alphabet": "GOOGL",
"meta": "META",
"microsoft": "MSFT",
}
for name, ticker in mapping.items():
if name in lower:
return ticker
for symbol in ["AAPL", "AMZN", "GOOGL", "META", "MSFT"]:
if symbol.lower() in lower:
return symbol
return "AAPL"
def _detect_year(query: str) -> str:
match = re.search(r"\b(20\d{2})\b", query or "")
return match.group(1) if match else ""
class AgentWorkflow:
def __init__(self, exact_cache: ExactMatchCache, semantic_cache: Any, mcp_client: MCPClient):
self.exact_cache = exact_cache
self.semantic_cache = semantic_cache
self.mcp_client = mcp_client
self.langgraph_enabled = LANGGRAPH_AVAILABLE
self._graph = self._build_graph()
def supervisor_node(self, state: AgentState) -> Dict[str, Any]:
from src.utils.classifier import classify_intent
query = state.get("query", "")
if classify_intent(query) == "conversational":
_append_log(state, "supervisor_node: conversational intent detected")
return {
"query_normalized": normalize_query(query),
"needs_retrieve": False,
"needs_mcp": False,
"needs_direct": True,
"cache_checked": True, # Bypass cache to avoid bad cached entries
"cache_hit": False,
"route_reason": "conversational",
"reflection_count": state.get("reflection_count") or 0,
}
normalized = normalize_query(query)
lower = normalized
needs_mcp = any(
token in lower
for token in ["stock price", "price", "ratio", "calculate", "yoy", "sec"]
)
needs_retrieve = not any(
token in lower for token in ["general knowledge", "without filings"]
)
needs_direct = not needs_retrieve and not needs_mcp
_append_log(
state,
f"supervisor_node: needs_retrieve={needs_retrieve}, needs_mcp={needs_mcp}, needs_direct={needs_direct}",
)
return {
"query_normalized": normalized,
"needs_retrieve": needs_retrieve,
"needs_mcp": needs_mcp,
"needs_direct": needs_direct,
"cache_checked": False,
"route_reason": "supervisor_decision",
"reflection_count": state.get("reflection_count") or 0,
}
def router_node(self, state: AgentState) -> Dict[str, Any]:
if not state.get("cache_checked"):
next_action = "cache"
reason = "cache_not_checked"
elif state.get("cache_hit"):
next_action = "generate"
reason = "cache_hit"
elif state.get("needs_retrieve") and not state.get("retrieved_docs"):
next_action = "retrieve"
reason = "need_rag_context"
elif state.get("needs_mcp") and not state.get("mcp_results"):
next_action = "mcp"
reason = "need_mcp_context"
elif state.get("needs_direct"):
next_action = "generate"
reason = "direct_answer"
else:
next_action = "generate"
reason = "ready_to_generate"
_append_log(state, f"router_node: next_action={next_action} reason={reason}")
return {"next_action": next_action, "route_reason": reason}
def cache_check_node(self, state: AgentState) -> Dict[str, Any]:
query = state.get("query", "")
# 1. Check Exact Cache first (Zero overhead)
cached = self.exact_cache.get(query)
if cached:
_append_log(state, f"cache_check_node: exact_cache_hit=True")
return {
"cache_checked": True,
"cache_hit": True,
"cached_response": cached,
}
# 2. Check Semantic Cache (Requires embedding overhead)
if hasattr(self.semantic_cache, 'get'):
cached = self.semantic_cache.get(query)
if cached:
_append_log(state, f"cache_check_node: semantic_cache_hit=True")
# Backfill exact cache for future
self.exact_cache.set(query, cached.get("answer", ""), cached.get("docs", []))
return {
"cache_checked": True,
"cache_hit": True,
"cached_response": cached,
}
_append_log(state, f"cache_check_node: cache_hit=False")
return {
"cache_checked": True,
"cache_hit": False,
"cached_response": {},
}
def retrieve_node(self, state: AgentState) -> Dict[str, Any]:
query = state.get("query", "")
mode = state.get("mode") or "hybrid"
limit = state.get("limit")
prefetch_limit = state.get("prefetch_limit")
rerank = state.get("rerank")
docs = retrieve_documents(
query=query,
mode=mode,
limit=limit,
prefetch_limit=prefetch_limit,
rerank=rerank,
)
_append_log(state, f"retrieve_node: retrieved_docs={len(docs)}")
return {"retrieved_docs": docs}
def grade_documents_node(self, state: AgentState) -> Dict[str, Any]:
"""Self-RAG: Grade retrieved documents for relevance."""
if not Config.SELF_RAG_ENABLED:
return {"next_action": "continue_to_router"}
docs = state.get("retrieved_docs", [])
query = state.get("query", "")
count = state.get("reflection_count", 0)
is_relevant = grade_documents(query, docs)
if is_relevant or count >= Config.MAX_REFLECTION_LOOPS:
_append_log(state, f"grade_documents_node: relevant={is_relevant}, proceed")
return {"next_action": "continue_to_router"}
_append_log(state, f"grade_documents_node: documents irrelevant. Triggering rewrite.")
return {"next_action": "rewrite"}
def rewrite_node(self, state: AgentState) -> Dict[str, Any]:
"""Self-RAG: Rewrite query if retrieval or generation failed."""
query = state.get("query", "")
count = state.get("reflection_count", 0)
new_query = rewrite_query(query)
# Apply security guardrails to the AI's rewritten query to maintain governance
try:
safe_query = apply_input_guardrails(new_query)
except Exception:
safe_query = query # fallback to original if guardrail trips
_append_log(state, f"rewrite_node: rewriting query. Count={count+1}")
return {
"query": safe_query,
"reflection_count": count + 1,
"retrieved_docs": [], # Clear docs to force re-retrieval
"cache_checked": False # Re-check cache for new query
}
def mcp_call_node(self, state: AgentState) -> Dict[str, Any]:
query = state.get("query", "")
year = _detect_year(query)
company = _detect_company(query)
ticker = _detect_ticker(query)
requests: List[Dict[str, Any]] = []
if any(token in query.lower() for token in ["stock", "price", "market"]):
requests.append(
{"tool_name": "get_stock_price", "arguments": {"symbol": ticker}}
)
if any(token in query.lower() for token in ["10-k", "10k", "filing", "sec"]):
requests.append(
{
"tool_name": "fetch_sec_filing",
"arguments": {
"company": company,
"year": year,
"report_type": "10-k",
},
}
)
if any(token in query.lower() for token in ["ratio", "yoy", "change", "calculate"]):
requests.append(
{
"tool_name": "calculate_ratio",
"arguments": {
"numerator": 120.0,
"denominator": 100.0,
"metric_name": "change_ratio",
},
}
)
results = self.mcp_client.call_tools_parallel(requests) if requests else []
_append_log(state, f"mcp_call_node: tool_calls={len(results)}")
return {"mcp_results": results}
def generate_node(self, state: AgentState) -> Dict[str, Any]:
query = state.get("query", "")
if state.get("cache_hit"):
cached = state.get("cached_response") or {}
answer = cached.get("answer") or "No cached answer available."
_append_log(state, "generate_node: served_from_cache")
return {"final_answer": answer}
docs = state.get("retrieved_docs", [])
from src.utils.classifier import classify_intent
if classify_intent(query) == "conversational":
from src.llm.llm_client import generate_conversational_answer
generation = generate_conversational_answer(query)
answer = generation.get("answer") or ""
else:
generation = generate_answer(query, docs)
answer = generation.get("answer") or ""
mcp_results = state.get("mcp_results") or []
if mcp_results:
mcp_lines = []
for item in mcp_results:
tool_name = item.get("tool_name", "unknown_tool")
result = item.get("result")
mcp_lines.append(f"{tool_name}: {result}")
answer = (
f"{answer}\n\nAdditional MCP context:\n- "
+ "\n- ".join(mcp_lines)
).strip()
# Matplotlib injection logic
json_match = re.search(r"```json\s*(\{.*?\})\s*```", answer, re.DOTALL)
if json_match:
try:
chart_data = json.loads(json_match.group(1))
if "chart_type" in chart_data and "labels" in chart_data and "values" in chart_data:
# Remove the JSON block from the answer entirely so the user doesn't see it
# but store it in state for the AI grader to read.
json_text = json_match.group(0)
state["chart_json_data"] = json_text
answer = answer[:json_match.start()] + answer[json_match.end():]
# Generate the chart
plt.style.use('dark_background')
fig, ax = plt.subplots(figsize=(8, 5))
ctype = chart_data.get("chart_type", "bar").lower()
labels = chart_data["labels"]
values = chart_data["values"]
title = chart_data.get("title", "")
if ctype == "pie":
ax.pie(values, labels=labels, autopct='%1.1f%%', startangle=90, colors=plt.cm.Set3.colors)
ax.axis('equal')
elif ctype == "line":
ax.plot(labels, values, marker='o', linewidth=2, color='#4da6ff')
ax.set_ylabel("Value")
plt.xticks(rotation=45, ha='right')
else: # default to bar
ax.bar(labels, values, color='#4da6ff')
ax.set_ylabel("Value")
plt.xticks(rotation=45, ha='right')
if title:
ax.set_title(title, pad=20, fontsize=14, fontweight='bold')
plt.tight_layout()
# Save to base64
buf = io.BytesIO()
plt.savefig(buf, format='png', transparent=True, dpi=120)
plt.close(fig)
buf.seek(0)
img_base64 = base64.b64encode(buf.read()).decode('utf-8')
# Append image to markdown
answer += f"\n\n![Matplotlib Chart](data:image/png;base64,{img_base64})\n\n"
except Exception as e:
_append_log(state, f"generate_node: matplotlib error: {e}")
pass
# We defer saving to cache until it passes generation grading
_append_log(
state,
f"generate_node: generated_answer_chars={len(answer)} mcp_used={len(mcp_results)}",
)
return {"final_answer": answer}
def grade_generation_node(self, state: AgentState) -> Dict[str, Any]:
"""Self-RAG: Grade generated answer for hallucinations and relevance."""
query = state.get("query", "")
from src.utils.classifier import classify_intent
# Completely bypass grading and caching for conversational intents
if classify_intent(query) == "conversational":
_append_log(state, "grade_generation_node: Skipping grading and caching for conversational intent.")
return {"next_action": "end"}
if not Config.SELF_RAG_ENABLED or state.get("cache_hit"):
# If from cache or self-rag disabled, skip grading and save to cache if needed
if not state.get("cache_hit"):
self.exact_cache.set(state.get("query", ""), state.get("final_answer", ""), state.get("retrieved_docs", []))
if hasattr(self.semantic_cache, 'set'):
self.semantic_cache.set(state.get("query", ""), state.get("final_answer", ""), state.get("retrieved_docs", []))
return {"next_action": "end"}
query = state.get("query", "")
answer = state.get("final_answer", "")
docs = state.get("retrieved_docs", [])
count = state.get("reflection_count", 0)
# Strip massive base64 images before passing to the Grader LLM to prevent TPM quota exhaustion
clean_answer = re.sub(r"!\[.*?\]\(data:image/.*?;base64,[A-Za-z0-9+/=]+\)", "[Chart Image omitted for grading]", answer)
if "chart_json_data" in state:
_append_log(state, "grade_generation_node: Chart present, skipping grading to minimize latency.")
self.exact_cache.set(query, answer, docs)
if hasattr(self.semantic_cache, 'set'):
self.semantic_cache.set(query, answer, docs)
return {"next_action": "end"}
is_grounded = grade_hallucination(clean_answer, docs)
is_relevant = grade_answer_relevance(query, clean_answer)
if (is_grounded and is_relevant) or count >= Config.MAX_REFLECTION_LOOPS:
_append_log(state, f"grade_generation_node: grounded={is_grounded}, relevant={is_relevant}. Done.")
self.exact_cache.set(query, answer, docs)
if hasattr(self.semantic_cache, 'set'):
self.semantic_cache.set(query, answer, docs)
return {"next_action": "end"}
_append_log(state, f"grade_generation_node: Failed check (grounded={is_grounded}, relevant={is_relevant}). Rewriting.")
return {"next_action": "rewrite"}
def _route_after_router(
self, state: AgentState
) -> Literal["cache_check_node", "retrieve_node", "mcp_node", "generate_node"]:
action = state.get("next_action")
if action == "cache":
return "cache_check_node"
if action == "retrieve":
return "retrieve_node"
if action == "mcp":
return "mcp_node"
return "generate_node"
def _route_after_cache(self, state: AgentState) -> Literal["router_node", "generate_node"]:
if state.get("cache_hit"):
return "generate_node"
return "router_node"
def _route_after_doc_grading(self, state: AgentState) -> Literal["rewrite_node", "router_node"]:
if state.get("next_action") == "rewrite":
return "rewrite_node"
return "router_node"
def _route_after_generation_grading(self, state: AgentState) -> Literal["rewrite_node", END]:
if state.get("next_action") == "rewrite":
return "rewrite_node"
return END
def _build_graph(self):
if not LANGGRAPH_AVAILABLE:
return None
builder = StateGraph(AgentState)
builder.add_node("supervisor_node", self.supervisor_node)
builder.add_node("router_node", self.router_node)
builder.add_node("cache_check_node", self.cache_check_node)
builder.add_node("retrieve_node", self.retrieve_node)
builder.add_node("grade_documents_node", self.grade_documents_node)
builder.add_node("rewrite_node", self.rewrite_node)
builder.add_node("mcp_call_node", self.mcp_call_node)
builder.add_node("mcp_node", self.mcp_call_node)
builder.add_node("generate_node", self.generate_node)
builder.add_node("grade_generation_node", self.grade_generation_node)
builder.add_edge(START, "supervisor_node")
builder.add_edge("supervisor_node", "router_node")
builder.add_conditional_edges("router_node", self._route_after_router)
builder.add_conditional_edges("cache_check_node", self._route_after_cache)
builder.add_edge("retrieve_node", "grade_documents_node")
# Self-RAG conditional logic after retrieval
builder.add_conditional_edges("grade_documents_node", self._route_after_doc_grading)
builder.add_edge("rewrite_node", "router_node") # Send back to router with new query
builder.add_edge("mcp_node", "router_node")
builder.add_edge("mcp_call_node", "router_node")
# Self-RAG conditional logic after generation
builder.add_edge("generate_node", "grade_generation_node")
builder.add_conditional_edges("grade_generation_node", self._route_after_generation_grading)
use_checkpoint = os.getenv("LANGGRAPH_CHECKPOINT_ENABLED", "true").lower() in {
"1",
"true",
"yes",
}
if use_checkpoint and InMemorySaver is not None:
checkpointer = InMemorySaver()
return builder.compile(checkpointer=checkpointer)
return builder.compile()
def run(
self,
query: str,
mode: str = "hybrid",
limit: int = 6,
prefetch_limit: int = 50,
rerank: bool = True,
thread_id: Optional[str] = None,
) -> Dict[str, Any]:
initial_state: AgentState = {
"query": query,
"mode": mode,
"limit": limit,
"prefetch_limit": prefetch_limit,
"rerank": rerank,
"retrieved_docs": [],
"cache_hit": False,
"mcp_results": [],
"final_answer": "",
"run_log": [],
"reflection_count": 0,
}
if self._graph is None:
state = dict(initial_state)
state.update(self.supervisor_node(state))
while True:
state.update(self.router_node(state))
action = state.get("next_action")
if action == "cache":
state.update(self.cache_check_node(state))
if state.get("cache_hit"):
state.update(self.generate_node(state))
state.update(self.grade_generation_node(state))
if state.get("next_action") != "rewrite":
break
state.update(self.rewrite_node(state))
elif action == "retrieve":
state.update(self.retrieve_node(state))
state.update(self.grade_documents_node(state))
if state.get("next_action") == "rewrite":
state.update(self.rewrite_node(state))
elif action == "mcp":
state.update(self.mcp_call_node(state))
else:
state.update(self.generate_node(state))
state.update(self.grade_generation_node(state))
if state.get("next_action") != "rewrite":
break
state.update(self.rewrite_node(state))
return state
config = {"configurable": {"thread_id": thread_id or str(uuid.uuid4())}}
result = self._graph.invoke(initial_state, config=config)
return result