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import networkx as nx
import pandas as pd
import json
from pathlib import Path
from config.settings import Settings
from utils.paths import STORAGE_BASE
from core.llm import chat
def get_user_currency(user_id: str) -> tuple:
"""Get user's detected currency symbol and code from metadata"""
try:
metadata_path = STORAGE_BASE / user_id / "metadata.json"
if metadata_path.exists():
with open(metadata_path, 'r') as f:
data = json.load(f)
code = data.get('currency', 'INR')
symbols = {'USD': '$', 'EUR': 'β¬', 'GBP': 'Β£', 'INR': 'βΉ', 'JPY': 'Β₯'}
return symbols.get(code, 'βΉ'), code
except Exception as e:
print(f"β οΈ Currency detection error: {e}")
return 'βΉ', 'INR' # Default to INR
def detect_amount_column(df) -> str:
"""
Detect the numeric amount/value column dynamically.
Works with ANY domain: Sales (amount), HR (salary), Healthcare (cost), etc.
"""
if df is None or df.empty:
return None
# Priority order: most specific to least specific
amount_keywords = [
'salary', 'wage', 'pay', 'compensation', 'income', 'earnings', # HR
'amount', 'total_amount', 'total', 'revenue', 'sales', # Sales
'price', 'cost', 'value', 'sum', 'gross', 'net', # Finance
'score', 'marks', 'grade', 'percentage', # Education
'fee', 'charge', 'bill_amount' # Healthcare
]
columns_lower = {col.lower(): col for col in df.columns}
# Try exact match first
for keyword in amount_keywords:
if keyword in columns_lower:
return columns_lower[keyword]
# Try partial match
for keyword in amount_keywords:
for col_lower, col_orig in columns_lower.items():
if keyword in col_lower:
return col_orig
# Fallback: find first numeric column
numeric_cols = df.select_dtypes(include=['int64', 'float64', 'int32', 'float32']).columns
if len(numeric_cols) > 0:
return numeric_cols[0]
return None
def load_graph(company_id: str):
"""Load company's knowledge graph from user-specific directory"""
import pickle
# First try user-specific graph directory (Consolidated storage)
user_graph_dir = STORAGE_BASE / company_id / "graph"
user_path = user_graph_dir / f"{company_id}.gpickle"
if user_path.exists():
print(f"π Loading graph from: {user_path}")
with open(user_path, 'rb') as f:
return pickle.load(f)
# Fallback to global graph directory
path = Settings.GRAPH_DIR / f"{company_id}.gpickle"
if path.exists():
print(f"π Loading graph from: {path}")
with open(path, 'rb') as f:
return pickle.load(f)
# Try old format
old_path = Settings.GRAPH_DIR / f"{company_id}.pkl"
if old_path.exists():
print(f"π Loading graph from: {old_path}")
with open(old_path, 'rb') as f:
return pickle.load(f)
print(f"β οΈ No graph found for {company_id}")
return None
def graph_snapshot(company_id: str, max_nodes: int = None) -> str:
"""
Generate a text representation of the graph for LLM context
"""
G = load_graph(company_id)
if not G:
return "No graph data available."
max_nodes = max_nodes or Settings.GRAPH_MAX_NODES
# Get sample of nodes
nodes = list(G.nodes(data=True))[:max_nodes]
edges = list(G.edges(data=True))[:max_nodes]
snapshot = f"Knowledge Graph Summary ({len(G.nodes())} total nodes, {len(G.edges())} edges):\n\n"
# Group nodes by type
node_types = {}
for node, data in nodes:
node_type = data.get("type", "unknown")
if node_type not in node_types:
node_types[node_type] = []
node_types[node_type].append(f"{node} ({data.get('label', 'N/A')})")
for ntype, items in node_types.items():
snapshot += f"\n{ntype.upper()}S ({len(items)}):\n"
snapshot += ", ".join(items[:20]) + "\n"
# Sample relationships
snapshot += f"\nRELATIONSHIPS (sample of {len(edges)}):\n"
for src, dst, data in edges[:20]:
rel = data.get("relation", "related_to")
snapshot += f"- {src} --[{rel}]--> {dst}\n"
return snapshot
def _load_from_files(company_id: str) -> pd.DataFrame:
"""Fallback: Load revenue data directly from uploaded files if graph is empty"""
try:
from config.settings import Settings
# STORAGE_BASE already includes /users/, so use: STORAGE_BASE / user_id / "files"
user_files_dir = STORAGE_BASE / company_id / "files"
# IMPORTANT: Only load from this user's files - NO FALLBACK TO OTHER USERS!
# This ensures users only see their own data, not demo/dummy data
if not user_files_dir.exists():
print(f"β οΈ No files directory for user {company_id}: {user_files_dir}")
return pd.DataFrame()
target_dirs = [user_files_dir]
all_dfs = []
for upload_dir in target_dirs:
for file_path in upload_dir.glob("*.*"):
if file_path.suffix.lower() not in ['.csv', '.xlsx', '.xls']:
continue
try:
if file_path.suffix.lower() == '.csv':
df = pd.read_csv(file_path)
else:
df = pd.read_excel(file_path)
if df.empty:
continue
# =========================================================
# $5M FIX: USE LLM-BASED SCHEMA DETECTION (NO HARDCODING!)
# =========================================================
# This is the key change that makes the system work like ChatGPT
# It understands ANY file schema, not just hardcoded column names
try:
from core.llm_schema_detector import understand_schema_with_llm
# LLM analyzes the actual data and understands what each column means
schema = understand_schema_with_llm(df, file_path.name)
print(f"[LLM SCHEMA] File: {file_path.name}")
print(f"[LLM SCHEMA] Detected: entity={schema.entity_column}, "
f"amount={schema.amount_column}, product={schema.product_column}, "
f"date={schema.date_column}, currency={schema.currency_detected}")
# Use LLM-detected columns (works for ANY file!)
amount_col = schema.amount_column
date_col = schema.date_column
cust_col = schema.entity_column
prod_col = schema.product_column
detected_currency = schema.currency_detected or "USD"
except ImportError as ie:
print(f"[LLM SCHEMA] LLM detector not available: {ie}")
# Fallback to old pattern-based detection
try:
from core.schema_detector import detect_schema
schema = detect_schema(df, file_path.name)
amount_col = schema.best_amount_col
date_col = schema.best_date_col
entity_cols = schema.best_entity_cols
cust_col = entity_cols[0] if entity_cols else None
prod_col = entity_cols[1] if len(entity_cols) > 1 else None
detected_currency = "USD"
except ImportError:
# Ultimate fallback
df.columns = [str(c).lower().strip() for c in df.columns]
date_col = next((c for c in df.columns if 'date' in c), None)
amount_col = next((c for c in df.columns if any(x in c for x in ['amount', 'total', 'value', 'price'])), None)
cust_col = next((c for c in df.columns if any(x in c for x in ['customer', 'client', 'company', 'name'])), None)
prod_col = next((c for c in df.columns if any(x in c for x in ['product', 'item'])), None)
detected_currency = "USD"
# Normalize column names for processing
df.columns = [str(c).lower().strip() for c in df.columns]
amount_col = amount_col.lower().strip() if amount_col else None
date_col = date_col.lower().strip() if date_col else None
cust_col = cust_col.lower().strip() if cust_col else None
prod_col = prod_col.lower().strip() if prod_col else None
if amount_col and amount_col in df.columns:
clean_df = pd.DataFrame()
# Clean currency symbols (βΉ, $, β¬, Β£) and commas
if df[amount_col].dtype == 'object':
clean_df['amount'] = df[amount_col].astype(str).str.replace(r'[$β¬Β£βΉ,\s]', '', regex=True)
clean_df['amount'] = pd.to_numeric(clean_df['amount'], errors='coerce').fillna(0)
else:
clean_df['amount'] = pd.to_numeric(df[amount_col], errors='coerce').fillna(0)
# Parse dates
if date_col and date_col in df.columns:
clean_df['date'] = pd.to_datetime(df[date_col], errors='coerce')
else:
clean_df['date'] = pd.NaT
clean_df['customer'] = df[cust_col] if cust_col and cust_col in df.columns else "Unknown"
clean_df['product'] = df[prod_col] if prod_col and prod_col in df.columns else "Unknown"
clean_df['invoice'] = f"file_{file_path.stem}"
clean_df['currency'] = detected_currency
clean_df['source_file'] = file_path.name
# Store original column mapping for debugging
clean_df['_original_entity_col'] = cust_col or "N/A"
clean_df['_original_amount_col'] = amount_col or "N/A"
all_dfs.append(clean_df)
print(f"[LLM SCHEMA] Successfully loaded {len(clean_df)} rows from {file_path.name}")
except Exception as e:
print(f"Error loading file {file_path}: {e}")
import traceback
traceback.print_exc()
continue
if all_dfs:
return pd.concat(all_dfs, ignore_index=True)
except Exception as e:
print(f"File fallback error: {e}")
return pd.DataFrame()
def revenue_dataframe(company_id: str) -> pd.DataFrame:
"""
Extract revenue/invoice data from graph as DataFrame.
Falls back to direct file loading if graph is empty.
"""
G = load_graph(company_id)
# Try getting from Graph first
rows = []
if G:
for node, data in G.nodes(data=True):
if data.get("type") == "invoice" or data.get("kind") == "invoice":
invoice_id = node
customer = None
product = None
date = None
amount = 0.0
currency = data.get("currency", "USD")
source_file = data.get("source_file", "Unknown")
for neighbor in G.neighbors(node):
neighbor_data = G.nodes[neighbor]
ntype = neighbor_data.get("type") or neighbor_data.get("kind")
if ntype == "customer" or neighbor.startswith("customer:"):
customer = neighbor_data.get("label", neighbor.replace("customer:", ""))
elif ntype == "product" or neighbor.startswith("product:"):
product = neighbor_data.get("label", neighbor.replace("product:", ""))
elif ntype == "date" or neighbor.startswith("date:"):
date = neighbor_data.get("label", neighbor.replace("date:", ""))
amount = data.get("amount", 0.0)
if amount > 0 or customer or product:
rows.append({
"invoice": invoice_id,
"customer": customer if customer else "Unknown Customer",
"product": product if product else "General Item",
"date": date if date else "Unknown Date",
"amount": float(amount) if amount else 0.0,
"currency": currency,
"source_file": source_file
})
# Check if we got data from Graph
if rows:
return pd.DataFrame(rows)
# FALLBACK: Try loading from files directly
print(f"β οΈ Graph empty or no invoices. Attempting file fallback for {company_id}...")
return _load_from_files(company_id)
def query_graph(company_id: str, question: str) -> str:
"""
π§ GraphRAG: Advanced knowledge graph analysis
Provides pattern detection, trend analysis, and relationship insights
"""
print(f"π§ query_graph called: company_id={company_id}, question={question[:50]}...")
G = load_graph(company_id)
print(f"π§ Graph loaded: G={G}, nodes={G.number_of_nodes() if G else 0}")
if not G or G.number_of_nodes() == 0:
print(f"β οΈ No graph available for {company_id}")
return """**No Knowledge Graph Available**
To enable GraphRAG analysis:
1. Upload business files (CSV, Excel, PDF) in Data Hub
2. Files are automatically processed into knowledge graph
3. Graph connects: Customers β Products β Invoices β Dates
GraphRAG excels at:
β’ **Trend Analysis** - "Why did revenue drop?"
β’ **Pattern Detection** - "What patterns do you see?"
β’ **Correlation Discovery** - "Which customers buy premium products?"
β’ **Seasonal Insights** - "What are the seasonal trends?"
Upload files to unlock GraphRAG insights!"""
# Get rich context from graph
snapshot = graph_snapshot(company_id, max_nodes=100)
# Extract revenue insights
df = revenue_dataframe(company_id)
revenue_insights = ""
# Get user's currency
currency_symbol, currency_code = get_user_currency(company_id)
if df is not None and not df.empty:
amount_col = detect_amount_column(df)
if not amount_col:
amount_col = 'amount' # Fallback
try:
# Calculate key metrics
total_revenue = df[amount_col].sum()
avg_order = df[amount_col].mean()
num_customers = df['customer'].nunique() if 'customer' in df.columns else 0
num_products = df['product'].nunique() if 'product' in df.columns else 0
revenue_insights = f"""
**Revenue Data Summary:**
β’ Total Revenue: {currency_symbol}{total_revenue:,.2f}
β’ Average Order Value: {currency_symbol}{avg_order:,.2f}
β’ Unique Customers: {num_customers}
β’ Product Variety: {num_products}
β’ Total Transactions: {len(df)}
"""
# Time-based trends
if 'date' in df.columns:
df['date_parsed'] = pd.to_datetime(df['date'], errors='coerce')
df_dated = df[df['date_parsed'].notna()].copy()
if not df_dated.empty:
df_dated['month'] = df_dated['date_parsed'].dt.to_period('M')
monthly_revenue = df_dated.groupby('month')[amount_col].sum()
if len(monthly_revenue) >= 2:
latest_month_revenue = monthly_revenue.iloc[-1]
prev_month_revenue = monthly_revenue.iloc[-2]
change_pct = ((latest_month_revenue - prev_month_revenue) / prev_month_revenue * 100)
trend = "π INCREASE" if change_pct > 0 else "π DECREASE"
revenue_insights += f"""**Monthly Trend Analysis:**
β’ Latest Month: {currency_symbol}{latest_month_revenue:,.2f}
β’ Previous Month: {currency_symbol}{prev_month_revenue:,.2f}
β’ Change: {change_pct:+.1f}% {trend}
"""
# ALL customer data (not just top 3)
if 'customer' in df.columns:
all_customer_rev = df.groupby('customer')[amount_col].sum().sort_values(ascending=False)
customer_orders = df.groupby('customer').size()
# Top customers
revenue_insights += "**Top Customers by Revenue:**\n"
for i, (cust, rev) in enumerate(all_customer_rev.head(3).items(), 1):
orders = customer_orders.get(cust, 0)
revenue_insights += f" {i}. {cust}: {currency_symbol}{rev:,.2f} ({orders} orders)\n"
# Lowest customer
lowest_customer = all_customer_rev.sort_values(ascending=True).head(1)
if len(lowest_customer) > 0:
lowest_name = lowest_customer.index[0]
lowest_rev = lowest_customer.iloc[0]
lowest_orders = customer_orders.get(lowest_name, 0)
revenue_insights += f"\n**Lowest-Spending Customer:**\n"
revenue_insights += f" β’ {lowest_name}: {currency_symbol}{lowest_rev:,.2f} ({lowest_orders} orders)\n"
# Complete customer table
revenue_insights += "\n**All Customers (Complete Data):**\n"
revenue_insights += f"| Customer | Revenue ({currency_symbol}) | Orders |\n"
revenue_insights += "|----------|-------------|--------|\n"
for cust, rev in all_customer_rev.items():
orders = customer_orders.get(cust, 0)
revenue_insights += f"| {cust} | {rev:,.2f} | {orders} |\n"
revenue_insights += "\n"
if 'product' in df.columns:
all_product_rev = df.groupby('product')[amount_col].sum().sort_values(ascending=False)
product_counts = df.groupby('product').size()
# Top products
revenue_insights += "**Top Products by Revenue:**\n"
for i, (prod, rev) in enumerate(all_product_rev.head(3).items(), 1):
count = product_counts.get(prod, 0)
revenue_insights += f" {i}. {prod}: {currency_symbol}{rev:,.2f} ({count} sales)\n"
# Lowest product
lowest_products = all_product_rev.sort_values(ascending=True)
if len(lowest_products) > 0:
lowest_name = lowest_products.index[0]
lowest_rev = lowest_products.iloc[0]
lowest_count = product_counts.get(lowest_name, 0)
revenue_insights += f"\n**Lowest-Performing Product:**\n"
revenue_insights += f" β’ {lowest_name}: {currency_symbol}{lowest_rev:,.2f} ({lowest_count} sales)\n"
# Complete product table
revenue_insights += "\n**All Products (Complete Data):**\n"
revenue_insights += f"| Product | Revenue ({currency_symbol}) | Sales |\n"
revenue_insights += "|---------|-------------|-------|\n"
for prod, rev in all_product_rev.items():
count = product_counts.get(prod, 0)
revenue_insights += f"| {prod} | {rev:,.2f} | {count} |\n"
revenue_insights += "\n"
except Exception as e:
print(f"Revenue insights error: {e}")
# Graph structure insights
graph_structure = f"""
**Knowledge Graph Structure:**
β’ Total Entities: {G.number_of_nodes():,} nodes
β’ Relationships: {G.number_of_edges():,} connections
β’ Average Connections: {G.number_of_edges() / G.number_of_nodes():.1f} per entity
"""
# Enterprise-grade system prompt for $50k product
system_prompt = """You are an elite business intelligence analyst from a $50,000 enterprise AI product.
**Your Expertise:**
- Pattern Recognition: Identify trends, correlations, anomalies
- Causal Analysis: Explain WHY things happened (not just WHAT)
- Predictive Insights: Forecast future trends from historical patterns
- Actionable Recommendations: Provide strategic business advice
**Output Format:**
Use professional markdown formatting:
π **Key Findings**
π **Trend Analysis**
π **Deep Insights**
π‘ **Business Recommendations**
**Requirements:**
- Be specific with numbers and percentages
- Explain causation, not just correlation
- Reference actual data points from the graph
- Provide clear, actionable insights
- Use business terminology (not technical jargon)"""
prompt = f"""{graph_structure}
{revenue_insights}
{snapshot}
**Business Question:** {question}
**Your Task:** Analyze the knowledge graph and revenue data to provide comprehensive business intelligence. Focus on:
1. **Pattern Detection** - What trends emerge from the data?
2. **Causal Analysis** - WHY are these patterns occurring?
3. **Correlations** - How do customers, products, and time periods relate?
4. **Strategic Insights** - What should leadership know?
Provide a professional, data-driven analysis worthy of a $50,000 enterprise product."""
print(f"π§ Calling LLM with prompt length: {len(prompt)}")
print(f"π§ System prompt length: {len(system_prompt)}")
print(f"π§ Revenue insights included: {len(revenue_insights)} chars")
print(f"π§ Graph snapshot included: {len(snapshot)} chars")
try:
result = chat(prompt, system=system_prompt, max_tokens=2000)
print(f"π§ LLM returned result: type={type(result)}, length={len(result) if result else 0}")
print(f"π§ Result preview: {result[:100] if result else 'NONE'}")
if not result or not isinstance(result, str) or result.strip() == "":
print("β οΈ chat() returned empty/invalid result, using fallback")
result = f"""**Knowledge Graph Analysis**
Based on the knowledge graph with {G.number_of_nodes()} entities and {G.number_of_edges()} relationships:
{revenue_insights if revenue_insights else 'No revenue data available yet.'}
**Graph Structure:**
The knowledge graph contains connections between customers, products, and transactions. Upload more business files to enable deeper pattern analysis."""
return result
except Exception as e:
print(f"β Error calling chat(): {e}")
import traceback
traceback.print_exc()
return f"Error analyzing graph: {str(e)}"
def get_graph_stats(company_id: str) -> dict:
"""
Get graph statistics for dashboard
"""
G = load_graph(company_id)
if not G:
return {
"total_nodes": 0,
"total_edges": 0,
"customers": 0,
"products": 0,
"invoices": 0
}
stats = {
"total_nodes": G.number_of_nodes(),
"total_edges": G.number_of_edges(),
"customers": 0,
"products": 0,
"invoices": 0
}
for node, data in G.nodes(data=True):
ntype = data.get("type") or data.get("kind", "")
if ntype == "customer" or node.startswith("customer:"):
stats["customers"] += 1
elif ntype == "product" or node.startswith("product:"):
stats["products"] += 1
elif ntype == "invoice" or node.startswith("invoice:"):
stats["invoices"] += 1
return stats
def get_graph_analysis(company_id: str, question: str) -> str:
"""
π§ Clean graph-based analysis for Graph Mode
Returns structured analysis directly from knowledge graph data
"""
G = load_graph(company_id)
if not G or G.number_of_nodes() == 0:
return None
df = revenue_dataframe(company_id)
if df is None or df.empty:
return None
amount_col = detect_amount_column(df)
if not amount_col:
amount_col = 'amount' # Fallback
question_lower = question.lower()
# Get user's currency
currency_symbol, currency_code = get_user_currency(company_id)
analysis = []
# Total/Revenue queries
if any(word in question_lower for word in ['total', 'revenue', 'sales', 'overall', 'sum']):
total = df[amount_col].sum()
avg = df[amount_col].mean()
count = len(df)
analysis.append(f"**Total Revenue:** {currency_symbol}{total:,.2f}")
analysis.append(f"**Total Transactions:** {count:,}")
analysis.append(f"**Average Order Value:** {currency_symbol}{avg:,.2f}")
# Customer queries - handle both top and bottom performers
if any(word in question_lower for word in ['customer', 'client', 'buyer', 'who', 'top', 'lowest', 'minimum', 'least', 'bottom', 'worst', 'smallest', 'min']):
if 'customer' in df.columns:
customer_rev = df.groupby('customer')[amount_col].sum()
customer_orders = df.groupby('customer').size()
# Check if asking for lowest/minimum/least
is_lowest_query = any(word in question_lower for word in ['lowest', 'minimum', 'least', 'bottom', 'worst', 'smallest', 'min'])
if is_lowest_query:
# Sort ascending for lowest
customer_rev_sorted = customer_rev.sort_values(ascending=True)
analysis.append("\n**Lowest-Spending Customers:**")
lowest_cust = customer_rev_sorted.iloc[0]
lowest_name = customer_rev_sorted.index[0]
lowest_orders = customer_orders.get(lowest_name, 0)
analysis.append(f" π» **{lowest_name}**: {currency_symbol}{lowest_cust:,.2f} ({lowest_orders} orders) - LOWEST")
analysis.append("\n**All Customers (Low to High):**")
for i, (cust, rev) in enumerate(customer_rev_sorted.items(), 1):
orders = customer_orders.get(cust, 0)
pct = (rev / df[amount_col].sum()) * 100
marker = " β LOWEST" if i == 1 else ""
analysis.append(f" {i}. **{cust}**: {currency_symbol}{rev:,.2f} ({orders} orders, {pct:.1f}%){marker}")
else:
# Sort descending for top
customer_rev_sorted = customer_rev.sort_values(ascending=False)
analysis.append("\n**Top Customers by Revenue:**")
for i, (cust, rev) in enumerate(customer_rev_sorted.head(5).items(), 1):
orders = customer_orders.get(cust, 0)
pct = (rev / df[amount_col].sum()) * 100
analysis.append(f" {i}. **{cust}**: {currency_symbol}{rev:,.2f} ({orders} orders, {pct:.1f}%)")
# Always include complete customer summary for context
analysis.append("\n**Complete Customer Data:**")
analysis.append(f"| Customer | Revenue ({currency_symbol}) | Orders |")
analysis.append("|----------|---------|--------|")
for cust, rev in customer_rev.sort_values(ascending=False).items():
orders = customer_orders.get(cust, 0)
analysis.append(f"| {cust} | {rev:,.2f} | {orders} |")
# Product queries - handle both top and lowest performers
if any(word in question_lower for word in ['product', 'item', 'goods', 'selling', 'performance', 'perform']):
if 'product' in df.columns:
product_rev = df.groupby('product')[amount_col].sum()
product_counts = df.groupby('product').size()
# Check if asking for lowest/minimum/least
is_lowest_query = any(word in question_lower for word in ['lowest', 'minimum', 'least', 'bottom', 'worst', 'smallest', 'min', 'poor', 'bad'])
if is_lowest_query:
# Sort ascending for lowest
product_rev_sorted = product_rev.sort_values(ascending=True)
analysis.append("\n**Lowest-Performing Products:**")
lowest_prod = product_rev_sorted.iloc[0]
lowest_name = product_rev_sorted.index[0]
lowest_count = product_counts.get(lowest_name, 0)
analysis.append(f" π» **{lowest_name}**: {currency_symbol}{lowest_prod:,.2f} ({lowest_count} sales) - LOWEST")
analysis.append("\n**All Products (Low to High):**")
for i, (prod, rev) in enumerate(product_rev_sorted.items(), 1):
count = product_counts.get(prod, 0)
pct = (rev / df[amount_col].sum()) * 100
marker = " β LOWEST" if i == 1 else ""
analysis.append(f" {i}. **{prod}**: {currency_symbol}{rev:,.2f} ({count} sales, {pct:.1f}%){marker}")
else:
# Sort descending for top
product_rev_sorted = product_rev.sort_values(ascending=False)
analysis.append("\n**Top Products by Revenue:**")
for i, (prod, rev) in enumerate(product_rev_sorted.head(5).items(), 1):
count = product_counts.get(prod, 0)
pct = (rev / df[amount_col].sum()) * 100
analysis.append(f" {i}. **{prod}**: {currency_symbol}{rev:,.2f} ({count} sales, {pct:.1f}%)")
# Always include complete product summary for context
analysis.append("\n**Complete Product Data:**")
analysis.append(f"| Product | Revenue ({currency_symbol}) | Sales |")
analysis.append("|---------|---------|-------|")
for prod, rev in product_rev.sort_values(ascending=False).items():
count = product_counts.get(prod, 0)
analysis.append(f"| {prod} | {rev:,.2f} | {count} |")
# Monthly/Time queries
if any(word in question_lower for word in ['month', 'trend', 'time', 'period', 'when', 'growth']):
if 'date' in df.columns:
df['date_parsed'] = pd.to_datetime(df['date'], errors='coerce')
df_dated = df[df['date_parsed'].notna()].copy()
if not df_dated.empty:
df_dated['month'] = df_dated['date_parsed'].dt.strftime('%B %Y')
monthly = df_dated.groupby('month')[amount_col].sum()
analysis.append("\n**Monthly Revenue Trend:**")
for month, rev in monthly.items():
analysis.append(f" β’ **{month}**: {currency_symbol}{rev:,.2f}")
if len(monthly) >= 2:
first_val = monthly.iloc[0]
last_val = monthly.iloc[-1]
change = ((last_val - first_val) / first_val) * 100
trend = "π Growing" if change > 0 else "π Declining"
analysis.append(f"\n**Trend:** {trend} ({change:+.1f}% change)")
# Comparison queries
if any(word in question_lower for word in ['compare', 'vs', 'versus', 'difference', 'between']):
analysis.append("\n**Comparison Analysis:**")
if 'customer' in df.columns:
top_cust = df.groupby('customer')[amount_col].sum().nlargest(2)
if len(top_cust) >= 2:
c1, v1 = list(top_cust.items())[0]
c2, v2 = list(top_cust.items())[1]
diff = v1 - v2
analysis.append(f" β’ **{c1}** vs **{c2}**: {currency_symbol}{diff:,.2f} difference")
if 'product' in df.columns:
top_prod = df.groupby('product')[amount_col].sum().nlargest(2)
if len(top_prod) >= 2:
p1, v1 = list(top_prod.items())[0]
p2, v2 = list(top_prod.items())[1]
diff = v1 - v2
analysis.append(f" β’ **{p1}** vs **{p2}**: {currency_symbol}{diff:,.2f} difference")
return "\n".join(analysis) if analysis else None
def get_graph_summary(company_id: str) -> str:
"""
Get a clean summary of the knowledge graph for display
"""
G = load_graph(company_id)
if not G or G.number_of_nodes() == 0:
return "No graph data available."
stats = get_graph_stats(company_id)
df = revenue_dataframe(company_id)
# Get user's currency
currency_symbol, currency_code = get_user_currency(company_id)
summary_parts = [
"**Knowledge Graph Structure:**",
f"β’ **Entities:** {stats['total_nodes']:,} nodes",
f"β’ **Relationships:** {stats['total_edges']:,} connections",
f"β’ **Customers:** {stats['customers']:,}",
f"β’ **Products:** {stats['products']:,}",
f"β’ **Invoices:** {stats['invoices']:,}"
]
if df is not None and not df.empty:
amount_col = detect_amount_column(df)
if not amount_col:
amount_col = 'amount' # Fallback
total = df[amount_col].sum()
summary_parts.append(f"\n**Data Coverage:**")
summary_parts.append(f"β’ **Total Revenue:** {currency_symbol}{total:,.2f}")
summary_parts.append(f"β’ **Transactions:** {len(df):,}")
return "\n".join(summary_parts)
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