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| # 📊 DataVision AI - Product Requirements Document (PRD) | |
| **Document Version:** 1.0 | |
| **Last Updated:** January 2025 | |
| **Product Name:** DataVision AI | |
| **Tagline:** *"Your data doesn't need dashboards. It needs intelligence."* | |
| --- | |
| ## 📋 Table of Contents | |
| 1. [Executive Summary](#1-executive-summary) | |
| 2. [Product Vision & Mission](#2-product-vision--mission) | |
| 3. [Target Audience & User Personas](#3-target-audience--user-personas) | |
| 4. [Core Features & Capabilities](#4-core-features--capabilities) | |
| 5. [Technical Architecture](#5-technical-architecture) | |
| 6. [API Reference](#6-api-reference) | |
| 7. [AI/ML Capabilities](#7-aiml-capabilities) | |
| 8. [User Journeys & Flows](#8-user-journeys--flows) | |
| 9. [Security & Compliance](#9-security--compliance) | |
| 10. [Success Metrics & KPIs](#10-success-metrics--kpis) | |
| 11. [Roadmap & Future Enhancements](#11-roadmap--future-enhancements) | |
| --- | |
| ## 1. Executive Summary | |
| ### 1.1 Product Overview | |
| **DataVision AI** is an autonomous AI-powered business intelligence platform that transforms raw data into actionable executive insights. It combines state-of-the-art **AutoML** (Automated Machine Learning), **natural language AI chat**, and **intelligent reporting** into a unified "Business Analyst in a Box" experience. | |
| ### 1.2 Problem Statement | |
| Traditional business intelligence tools require: | |
| - Technical expertise to build dashboards and reports | |
| - Data science knowledge for predictive modeling | |
| - SQL skills for data querying | |
| - Weeks of implementation time | |
| **Result:** 73% of enterprise data goes unanalyzed, and business users remain dependent on technical teams. | |
| ### 1.3 Solution | |
| DataVision AI democratizes data analysis by providing: | |
| | Capability | Traditional BI | DataVision AI | | |
| |------------|----------------|---------------| | |
| | Dashboard Creation | Manual, hours | AI-generated, seconds | | |
| | Predictive Models | Data science team | Zero-code AutoML | | |
| | Data Queries | SQL required | Natural language | | |
| | Reports | Manual creation | AI-automated | | |
| | Time to Insight | Days/weeks | Minutes | | |
| ### 1.4 Key Differentiators | |
| 1. **Zero-Code AutoML** - Train production ML models without writing code | |
| 2. **Autonomous Dashboards** - AI designs the entire dashboard automatically | |
| 3. **7 AI Modes** - Different reasoning approaches for different analytical needs | |
| 4. **Real-time Prediction Playground** - Interactive predictions with instant results | |
| 5. **Multi-Agent System** - 40+ specialized AI agents for comprehensive analysis | |
| 6. **Advanced RAG System** - 3-tier retrieval for accurate, context-aware answers | |
| 7. **Enterprise-Ready** - Security, audit trails, scheduled reports | |
| --- | |
| ## 2. Product Vision & Mission | |
| ### 2.1 Vision Statement | |
| > *"To make every business user a data-powered decision maker by removing technical barriers between humans and their data."* | |
| ### 2.2 Mission | |
| Empower organizations to: | |
| - **Analyze** data instantly through natural language | |
| - **Predict** future outcomes with production-ready ML models | |
| - **Automate** reporting and dashboard generation | |
| - **Democratize** data science across all business functions | |
| ### 2.3 Core Value Propositions | |
| | For Business Users | For Data Teams | For Executives | | |
| |-------------------|----------------|----------------| | |
| | Ask questions in plain English | Focus on complex problems | Instant executive summaries | | |
| | Get instant visualizations | Reduce ad-hoc requests by 80% | AI-designed KPI dashboards | | |
| | Make predictions without code | Production-ready model exports | Scheduled automated reports | | |
| | Self-service analytics | Maintain data governance | Real-time business insights | | |
| --- | |
| ## 3. Target Audience & User Personas | |
| ### 3.1 Primary User Personas | |
| #### 👤 Persona 1: Business Analyst (Sarah) | |
| | Attribute | Details | | |
| |-----------|---------| | |
| | **Role** | Senior Business Analyst at mid-size company | | |
| | **Technical Level** | Low (knows Excel, no SQL/Python) | | |
| | **Pain Points** | Dependent on data team, slow report turnaround | | |
| | **Goals** | Self-service analytics, faster insights | | |
| | **Primary Features** | AI Chat, Reports, Dashboard | | |
| | **Success Metric** | Reduce time-to-insight from days to minutes | | |
| #### 👤 Persona 2: Data Scientist (Alex) | |
| | Attribute | Details | | |
| |-----------|---------| | |
| | **Role** | Data Scientist at tech company | | |
| | **Technical Level** | High (Python, ML frameworks) | | |
| | **Pain Points** | Repetitive modeling tasks, stakeholder requests | | |
| | **Goals** | Rapid prototyping, model comparison | | |
| | **Primary Features** | AutoML, ML Predictions, Feature Engineering | | |
| | **Success Metric** | Reduce model development time by 10x | | |
| #### 👤 Persona 3: Executive (Michael) | |
| | Attribute | Details | | |
| |-----------|---------| | |
| | **Role** | VP of Operations at enterprise | | |
| | **Technical Level** | None | | |
| | **Pain Points** | Outdated reports, no real-time visibility | | |
| | **Goals** | Real-time KPIs, predictive insights | | |
| | **Primary Features** | Executive Reports, Autonomous Dashboard | | |
| | **Success Metric** | Data-driven decision making | | |
| #### 👤 Persona 4: Product Manager (Priya) | |
| | Attribute | Details | | |
| |-----------|---------| | |
| | **Role** | Product Manager at SaaS startup | | |
| | **Technical Level** | Medium (can read data, limited SQL) | | |
| | **Pain Points** | Understanding user trends, forecasting | | |
| | **Goals** | User segmentation, feature impact analysis | | |
| | **Primary Features** | Forecasting, Anomaly Detection, Chat | | |
| | **Success Metric** | Identify growth opportunities | | |
| ### 3.2 Key Use Cases | |
| | Use Case | Description | User Persona | | |
| |----------|-------------|--------------| | |
| | **Quick Data Analysis** | Drop CSV → Get instant insights | Business Analyst | | |
| | **Predictive Modeling** | Train ML models without code | Data Scientist | | |
| | **Automated Reporting** | Generate executive reports on demand | Executive | | |
| | **Conversational Analytics** | Ask natural language questions | All | | |
| | **Revenue Forecasting** | Predict future metrics | Product Manager | | |
| | **Anomaly Detection** | Find outliers and unusual patterns | Operations | | |
| | **Customer Segmentation** | Auto-cluster users/customers | Marketing | | |
| | **Root Cause Analysis** | Understand "why" metrics changed | Analyst | | |
| --- | |
| ## 4. Core Features & Capabilities | |
| ### 4.1 Data Management (DataHub) | |
| The central hub for all data operations. | |
| | Feature | Description | Status | | |
| |---------|-------------|--------| | |
| | **Multi-format Upload** | CSV, Excel (.xlsx, .xls), JSON, PDF, DOCX, TXT, Images | ✅ Live | | |
| | **Auto Data Quality Fix** | One-click data cleaning (missing values, outliers, duplicates) | ✅ Live | | |
| | **Smart Column Detection** | Automatic target column detection for ML | ✅ Live | | |
| | **Google Sheets Import** | Direct import from Google Sheets URLs | ✅ Live | | |
| | **Multi-file Training** | Combine multiple files for unified training | ✅ Live | | |
| | **Upload Cancellation** | Cancel in-progress uploads with cleanup | ✅ Live | | |
| | **File Size Limit** | 100MB per file | ✅ Live | | |
| | **Data Profiling** | Automatic statistical summaries | ✅ Live | | |
| | **Currency Detection** | Auto-detect INR, USD, EUR, GBP, etc. | ✅ Live | | |
| ### 4.2 AutoML Training System | |
| Production-ready machine learning without code. | |
| #### Training Modes | |
| | Mode | Algorithms | Duration | Use Case | | |
| |------|------------|----------|----------| | |
| | **Fast Mode** | 7 algorithms | 30-60 seconds | Quick prototyping | | |
| | **Ultra Mode** | 20+ algorithms | 2-10 minutes | Production models | | |
| #### Supported Algorithms | |
| **Classification (15+ algorithms):** | |
| - XGBoost Classifier | |
| - LightGBM Classifier | |
| - CatBoost Classifier | |
| - Random Forest Classifier | |
| - Extra Trees Classifier | |
| - Gradient Boosting Classifier | |
| - AdaBoost Classifier | |
| - Logistic Regression | |
| - Support Vector Machine (SVM) | |
| - K-Nearest Neighbors (KNN) | |
| - Neural Network (MLP) | |
| - Naive Bayes (Gaussian, Multinomial) | |
| - Decision Tree Classifier | |
| - Bagging Classifier | |
| **Regression (15+ algorithms):** | |
| - XGBoost Regressor | |
| - LightGBM Regressor | |
| - CatBoost Regressor | |
| - Random Forest Regressor | |
| - Extra Trees Regressor | |
| - Gradient Boosting Regressor | |
| - Ridge Regression | |
| - Lasso Regression | |
| - ElasticNet | |
| - Bayesian Ridge | |
| - Huber Regressor | |
| - Poisson Regressor | |
| - Quantile Regressor | |
| - Neural Network (MLP) | |
| **Clustering:** | |
| - K-Means | |
| - DBSCAN | |
| - Agglomerative Clustering | |
| - Spectral Clustering | |
| - Gaussian Mixture Model | |
| - MeanShift | |
| #### AutoML Features | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **Auto Task Detection** | Classification, Regression, Clustering auto-detection | | |
| | **Feature Engineering** | 50+ synthetic features generation | | |
| | **Hyperparameter Optimization** | Bayesian optimization with Optuna | | |
| | **Ensemble Methods** | Stacking, Voting, Blending | | |
| | **GPU Acceleration** | Auto GPU/CPU detection (CUDA, ROCm, Metal) | | |
| | **Class Imbalance Handling** | SMOTE, class weights | | |
| | **NLP Pipeline** | TF-IDF, Sentiment, Text Stats for text columns | | |
| | **Cross-Validation** | Stratified K-Fold for robust evaluation | | |
| | **Training Stop** | Cancel training mid-process | | |
| ### 4.3 ML Predictions & Analysis | |
| Interactive prediction and model analysis tools. | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **Prediction Playground** | Interactive sliders for real-time predictions | | |
| | **Batch Predictions** | Predict on entire datasets | | |
| | **Model Explainability** | SHAP values and feature contributions | | |
| | **Confusion Matrix** | Classification performance visualization | | |
| | **ROC/PR Curves** | Model performance curves | | |
| | **Feature Importance** | Visual ranking of predictive features | | |
| | **What-If Analysis** | Scenario planning with predictions | | |
| | **Model History** | Version control with rollback | | |
| | **Model Persistence** | Save, load, delete trained models | | |
| ### 4.4 Autonomous Dashboard | |
| AI-designed dashboards that build themselves. | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **AI-Designed Layout** | LLM decides KPIs, charts, colors automatically | | |
| | **15+ Chart Types** | Bar, Line, Pie, Scatter, Heatmap, Sunburst, Treemap, etc. | | |
| | **Dynamic KPIs** | Auto-calculated business metrics | | |
| | **Domain Detection** | Auto-detect data domain (sales, finance, HR, etc.) | | |
| | **Real-time Updates** | Dashboard refreshes when data changes | | |
| | **Multiple Views** | Grid and List display modes | | |
| | **Chart Interactions** | Hover, zoom, expand capabilities | | |
| ### 4.5 AI Analyst Chat | |
| Conversational analytics powered by LLMs. | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **Natural Language Queries** | Ask anything about your data | | |
| | **7 AI Modes** | Analyst, DeepThink, Vision, Predict, Agent, RAG, MCP | | |
| | **ChatGPT-style Typing** | Word-by-word response animation | | |
| | **Interactive Charts** | Plotly charts generated from queries | | |
| | **Voice Input** | Microphone support for queries | | |
| | **File Attachments** | Attach files directly in chat | | |
| | **Conversation History** | Per-user conversation memory | | |
| | **Smart Suggestions** | Follow-up question recommendations | | |
| | **Confidence Scoring** | Answer reliability indicators | | |
| #### AI Chat Modes | |
| | Mode | Icon | Description | Best For | | |
| |------|------|-------------|----------| | |
| | **Analyst** | 📊 | Business analyst-style insights | General analysis | | |
| | **DeepThink** | 🧠 | Multi-step chain-of-thought reasoning | Complex questions | | |
| | **Vision** | 👁️ | Data visualization focus | Charts and graphs | | |
| | **Predict** | 🔮 | ML predictions and forecasts | Future predictions | | |
| | **Agent** | 🤖 | Autonomous multi-agent orchestration | Complex tasks | | |
| | **RAG** | 📚 | Retrieval-augmented generation | Document Q&A | | |
| | **MCP** | 🔗 | Model Context Protocol | Tool integration | | |
| ### 4.6 Reports Generation | |
| Automated, AI-powered business reports. | |
| | Report Type | Description | Output | | |
| |-------------|-------------|--------| | |
| | **Metrics Analysis** | Numeric data trends and patterns | Text + Charts | | |
| | **Data Breakdown** | Category distributions and segments | Text + Charts | | |
| | **Executive Summary** | High-level insights for leadership | PDF/Text | | |
| | **Predictive Report** | ML forecasts (requires trained model) | Text + Charts | | |
| | **Anomaly Report** | Outlier and unusual pattern detection | Text + Charts | | |
| **Export Options:** | |
| - PDF Export (branded, formatted) | |
| - Text Export (downloadable) | |
| - Multi-currency formatting (INR, USD, EUR, GBP) | |
| ### 4.7 Advanced RAG System | |
| Three-tier retrieval-augmented generation for accurate answers. | |
| | Tier | Features | | |
| |------|----------| | |
| | **Tier 1 (Standard)** | Query decomposition, MMR reranking, answer evaluation | | |
| | **Tier 2 (Advanced)** | HyDE, Corrective RAG, Self-Reflection | | |
| | **Tier 3 (Agentic)** | Tool-using agents, Multi-source retrieval, RRF fusion | | |
| **RAG Components:** | |
| - FAISS Vector Store for semantic search | |
| - Knowledge Graph for relationship mapping | |
| - Semantic query caching | |
| - Context window optimization | |
| --- | |
| ## 5. Technical Architecture | |
| ### 5.1 System Architecture | |
| ``` | |
| ┌─────────────────────────────────────────────────────────────────────┐ | |
| │ FRONTEND (React 18) │ | |
| │ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ | |
| │ │ DataHub │ │ AutoML │ │ Dashboard│ │ AI Chat │ │ Reports │ │ | |
| │ └────┬─────┘ └────┬─────┘ └────┬─────┘ └────┬─────┘ └────┬─────┘ │ | |
| └───────┼────────────┼────────────┼────────────┼────────────┼────────┘ | |
| │ │ │ │ │ | |
| └────────────┴────────────┴────────────┴────────────┘ | |
| │ | |
| ┌─────────────▼─────────────┐ | |
| │ API GATEWAY (FastAPI) │ | |
| │ Rate Limiting | Auth │ | |
| └─────────────┬─────────────┘ | |
| │ | |
| ┌───────────────┬─────────┴─────────┬───────────────┐ | |
| │ │ │ │ | |
| ┌───────▼───────┐ ┌─────▼─────┐ ┌───────────▼───────────┐ ┌─▼──────────┐ | |
| │ Data Service │ │ ML Engine │ │ AI Agent System │ │ RAG Core │ | |
| │ - Ingestion │ │ - AutoML │ │ - 40+ Specialized │ │ - FAISS │ | |
| │ - Quality │ │ - Train │ │ Agents │ │ - Graph │ | |
| │ - Transform │ │ - Predict │ │ - Orchestrator │ │ - Cache │ | |
| └───────┬───────┘ └─────┬─────┘ └───────────┬───────────┘ └────────────┘ | |
| │ │ │ | |
| └───────────────┴───────────────────┘ | |
| │ | |
| ┌───────────────┼───────────────┐ | |
| │ │ │ | |
| ┌───────▼───────┐ ┌─────▼─────┐ ┌───────▼───────┐ | |
| │ File Store │ │ Models │ │ Supabase │ | |
| │ /storage/data │ │ /models │ │ PostgreSQL │ | |
| └───────────────┘ └───────────┘ └───────────────┘ | |
| ``` | |
| ### 5.2 Technology Stack | |
| | Layer | Technologies | | |
| |-------|-------------| | |
| | **Frontend** | React 18, Vite, TypeScript, Tailwind CSS, Framer Motion | | |
| | **UI Components** | Radix UI, Headless UI, Lucide Icons | | |
| | **Charts** | Plotly.js, Recharts, ApexCharts | | |
| | **Backend** | FastAPI, Python 3.11+, Uvicorn, Pydantic | | |
| | **ML Framework** | Scikit-learn, XGBoost, LightGBM, CatBoost, Optuna | | |
| | **AI/LLM** | OpenAI GPT-4, Groq, Claude, OpenRouter | | |
| | **Vector DB** | FAISS | | |
| | **Database** | Supabase (PostgreSQL) | | |
| | **Authentication** | Supabase Auth (JWT) | | |
| | **Email** | Resend API | | |
| | **Deployment** | Docker, HuggingFace Spaces | | |
| | **File Processing** | Pandas, PyMuPDF, python-docx, Pillow | | |
| ### 5.3 Backend Structure | |
| ``` | |
| backend/ | |
| ├── main.py # FastAPI application entry point | |
| ├── api/ | |
| │ └── v1/ | |
| │ └── endpoints/ # All API endpoint handlers | |
| ├── agents/ # 40+ AI agents | |
| │ ├── orchestrator.py # Multi-agent coordinator | |
| │ ├── universal_agent.py # Query router | |
| │ ├── forecast_agent.py # Forecasting | |
| │ ├── memory_agent.py # Conversation memory | |
| │ └── ... | |
| ├── core/ # Business logic engines | |
| │ ├── autonomous_data_ops.py | |
| │ ├── export_engine.py | |
| │ ├── data_grounding.py | |
| │ └── ... | |
| ├── ml/ # ML pipeline components | |
| │ ├── automl_engine.py | |
| │ ├── feature_engineer.py | |
| │ └── ... | |
| ├── graph/ # Knowledge graph | |
| ├── vector/ # FAISS vector store | |
| ├── ingestion/ # Data ingestion pipeline | |
| ├── services/ # External services (email, etc.) | |
| ├── scheduler/ # Scheduled reports | |
| └── utils/ # Utility functions | |
| ``` | |
| ### 5.4 Frontend Structure | |
| ``` | |
| frontend/ | |
| ├── src/ | |
| │ ├── pages/ # 18 main pages | |
| │ │ ├── Landing.tsx # Landing page | |
| │ │ ├── DataHub.tsx # Data management | |
| │ │ ├── AutoML.tsx # ML training | |
| │ │ ├── MLPredictions.tsx | |
| │ │ ├── AutonomousDashboard.tsx | |
| │ │ ├── AnalystChat.tsx | |
| │ │ ├── Reports.tsx | |
| │ │ └── ... | |
| │ ├── components/ # Reusable UI components | |
| │ ├── services/ # API client | |
| │ ├── store/ # Zustand state management | |
| │ ├── contexts/ # React contexts | |
| │ └── lib/ # Utilities | |
| └── public/ # Static assets | |
| ``` | |
| --- | |
| ## 6. API Reference | |
| ### 6.1 Authentication APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v1/email-prefs/auth/request-password-reset` | POST | Request password reset email | | |
| | `/api/v1/email-prefs/auth/update-password-with-token` | POST | Update password with token | | |
| ### 6.2 Data Management APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v1/upload/` | POST | Upload files | | |
| | `/api/v1/files/` | GET | List user files | | |
| | `/api/v1/files/{filename}` | DELETE | Delete file | | |
| | `/api/v1/files/cancel-upload` | POST | Cancel upload | | |
| | `/api/v2/data/quality-check` | POST | Check data quality | | |
| | `/api/v2/data/auto-fix` | POST | Auto-fix data issues | | |
| | `/api/v1/upload/google-sheets` | POST | Import from Google Sheets | | |
| ### 6.3 Analytics APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v1/analytics/overview` | GET | Get analytics overview | | |
| | `/api/v1/unified-analytics/` | POST | Unified analytics engine | | |
| | `/api/v1/universal/` | POST | Universal AI agent | | |
| | `/api/v1/chat/` | POST | AI chat endpoint | | |
| | `/api/v1/autonomous/dashboard` | POST | Generate dashboard | | |
| | `/api/v1/autonomous/auto-analyze` | POST | Auto-analyze file | | |
| ### 6.4 AutoML APIs (v2) | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v2/automl/train` | POST | Fast mode training | | |
| | `/api/v2/automl/ultra-train` | POST | Ultra mode training | | |
| | `/api/v2/automl/predict` | POST | Make predictions | | |
| | `/api/v2/automl/batch-predict` | POST | Batch predictions | | |
| | `/api/v2/automl/charts` | GET | Get ML charts | | |
| | `/api/v2/automl/stop` | POST | Stop training | | |
| | `/api/v2/automl/models` | GET | List models | | |
| | `/api/v2/automl/models/{id}` | DELETE | Delete model | | |
| | `/api/v2/automl/rollback` | POST | Rollback model | | |
| ### 6.5 Prediction Playground APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v2/playground/config` | GET | Get playground config | | |
| | `/api/v2/playground/predict` | POST | Playground prediction | | |
| | `/api/v2/playground/shap` | POST | SHAP explanation | | |
| ### 6.6 Reports APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v1/reports/generate` | POST | Generate report | | |
| | `/api/v1/reports/export/pdf` | POST | Export PDF | | |
| | `/api/v1/reports/scheduled` | POST | Schedule report | | |
| ### 6.7 Storage APIs | |
| | Endpoint | Method | Description | | |
| |----------|--------|-------------| | |
| | `/api/v1/autonomous/models/{user_id}` | GET | List user models | | |
| | `/api/v1/autonomous/models/{user_id}` | DELETE | Delete all models | | |
| --- | |
| ## 7. AI/ML Capabilities | |
| ### 7.1 AI Agent System | |
| DataVision AI employs a sophisticated multi-agent architecture with 40+ specialized agents. | |
| #### Core Agents | |
| | Agent | File | Purpose | | |
| |-------|------|---------| | |
| | **Universal Agent** | `universal_agent.py` | NLU query routing and intent detection | | |
| | **Orchestrator** | `orchestrator.py` | Multi-agent coordination | | |
| | **Query Classifier** | `query_classifier.py` | Intent classification | | |
| | **Query Dispatcher** | `query_dispatcher.py` | Route to appropriate handler | | |
| | **Response Enhancer** | `response_enhancer.py` | Answer quality improvement | | |
| | **Confidence Scorer** | `confidence_scorer.py` | Answer reliability scoring | | |
| | **Memory Agent** | `memory_agent.py` | Conversation context management | | |
| #### Analytics Agents | |
| | Agent | File | Purpose | | |
| |-------|------|---------| | |
| | **Forecast Agent** | `forecast_agent.py` | Revenue and metric forecasting | | |
| | **Deep Research Agent** | `core/deep_research_agent.py` | Multi-step research | | |
| | **Data Quality Agent** | `data_quality.py` | Data validation and cleaning | | |
| | **Visualization Agent** | `visualization.py` | Chart generation | | |
| #### ML Pipeline Agents | |
| | Agent | File | Purpose | | |
| |-------|------|---------| | |
| | **Feature Engineer** | `feature_engineer.py` | Feature creation | | |
| | **Model Strategy Agent** | `model_strategy.py` | Algorithm selection | | |
| | **Hyperparameter Agent** | `hyperparam.py` | Optimization | | |
| | **Training Validator** | `training_validator.py` | Training validation | | |
| | **Evaluation Agent** | `evaluation.py` | Model evaluation | | |
| | **Deployment Agent** | `deployment.py` | Production preparation | | |
| #### Chart Agents | |
| | Agent | File | Purpose | | |
| |-------|------|---------| | |
| | **Chart Gatekeeper** | `chart_gatekeeper.py` | Chart validation | | |
| | **Smart Chart** | `smart_chart.py` | LLM-driven chart generation | | |
| | **Premium Charts** | `premium_charts.py` | Advanced visualizations | | |
| | **Autonomous Charts** | `autonomous_charts.py` | Auto dashboard charts | | |
| ### 7.2 LLM Integration | |
| | Provider | Models | Use Case | | |
| |----------|--------|----------| | |
| | **OpenAI** | GPT-4, GPT-4-turbo, GPT-3.5-turbo | Primary inference | | |
| | **Groq** | Llama 3, Mixtral | Fast inference | | |
| | **Claude** | Claude 3, Claude 3.5 | Complex reasoning | | |
| | **OpenRouter** | Multi-model routing | Fallback and routing | | |
| ### 7.3 ML Model Performance Targets | |
| | Task | Metric | Target | Notes | | |
| |------|--------|--------|-------| | |
| | Classification | Accuracy | >85% | With hyperparameter tuning | | |
| | Classification | F1-Score | >0.80 | For imbalanced datasets | | |
| | Regression | R² | >0.75 | For well-structured data | | |
| | Regression | RMSE | <15% of range | Normalized | | |
| | Clustering | Silhouette | >0.5 | For clear clusters | | |
| --- | |
| ## 8. User Journeys & Flows | |
| ### 8.1 New User Onboarding Flow | |
| ``` | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Landing │───▶│ Signup │───▶│ Confirm │ | |
| │ Page │ │ Page │ │ Email │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| │ | |
| ▼ | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ DataHub │◀───│ Tutorial │◀───│ Login │ | |
| │ (Upload CSV) │ │ (Optional) │ │ Page │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| ``` | |
| ### 8.2 Data Analysis Flow | |
| ``` | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Upload │───▶│ Quality │───▶│ Auto-Fix │ | |
| │ File │ │ Check │ │ (Optional) │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| │ | |
| ┌──────────────────────────────────────┤ | |
| │ │ | |
| ▼ ▼ | |
| ┌──────────────┐ ┌──────────────┐ | |
| │ AI Chat │ │ AutoML │ | |
| │ Analysis │ │ Training │ | |
| └──────────────┘ └──────────────┘ | |
| │ │ | |
| ▼ ▼ | |
| ┌──────────────┐ ┌──────────────┐ | |
| │ Reports │ │ Predictions │ | |
| │ Generation │ │ Playground │ | |
| └──────────────┘ └──────────────┘ | |
| ``` | |
| ### 8.3 AutoML Training Flow | |
| ``` | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Select │───▶│ Choose │───▶│ Configure │ | |
| │ File │ │ Target │ │ Mode │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| │ | |
| ▼ | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Model │◀───│ Training │◀───│ Start │ | |
| │ Results │ │ Progress │ │ Training │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| │ | |
| ├───────────────┬───────────────┐ | |
| ▼ ▼ ▼ | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Playground │ │ Charts │ │ Predictions │ | |
| │ Prediction │ │ (ROC/CM) │ │ Batch │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| ``` | |
| ### 8.4 Dashboard Generation Flow | |
| ``` | |
| ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ | |
| │ Select │───▶│ AI │───▶│ Display │ | |
| │ File │ │ Analyzes │ │ Dashboard │ | |
| └──────────────┘ └──────────────┘ └──────────────┘ | |
| │ | |
| │ Auto-generates: | |
| ├── KPI Cards | |
| ├── Chart Types | |
| ├── Color Schemes | |
| └── Layout | |
| ``` | |
| --- | |
| ## 9. Security & Compliance | |
| ### 9.1 Authentication & Authorization | |
| | Feature | Implementation | | |
| |---------|---------------| | |
| | **User Authentication** | Supabase Auth with JWT | | |
| | **Password Policy** | Minimum 8 characters | | |
| | **Password Reset** | Custom branded email flow | | |
| | **Session Management** | JWT with refresh tokens | | |
| | **Rate Limiting** | Per-user request limits | | |
| ### 9.2 Data Security | |
| | Feature | Implementation | | |
| |---------|---------------| | |
| | **Data Isolation** | Per-user file and model storage | | |
| | **File Sanitization** | Filename sanitization, path traversal prevention | | |
| | **Input Validation** | Pydantic models for all inputs | | |
| | **Secure Headers** | XSS, CSRF protection | | |
| | **AI Security** | Prompt injection detection | | |
| ### 9.3 Data Privacy | |
| | Aspect | Approach | | |
| |--------|----------| | |
| | **Data Storage** | User files stored in isolated directories | | |
| | **Data Retention** | User-controlled deletion | | |
| | **Data Processing** | In-memory processing, no permanent storage of analysis | | |
| | **Model Storage** | User-isolated model directories | | |
| ### 9.4 Enterprise Security Features | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **Audit Logging** | Action tracking for compliance | | |
| | **Secure Exports** | Validated export endpoints | | |
| | **File Type Validation** | Whitelist-based file type checking | | |
| | **Size Limits** | 100MB per file upload | | |
| --- | |
| ## 10. Success Metrics & KPIs | |
| ### 10.1 Product Metrics | |
| | Metric | Description | Target | | |
| |--------|-------------|--------| | |
| | **Time to First Insight** | Time from upload to first analysis | < 2 minutes | | |
| | **Model Training Time (Fast)** | Fast mode training duration | < 60 seconds | | |
| | **Model Training Time (Ultra)** | Ultra mode training duration | < 10 minutes | | |
| | **Dashboard Generation Time** | Time to generate dashboard | < 30 seconds | | |
| | **Chat Response Time** | AI response latency | < 3 seconds | | |
| ### 10.2 Quality Metrics | |
| | Metric | Description | Target | | |
| |--------|-------------|--------| | |
| | **ML Model Accuracy** | Classification accuracy | > 85% | | |
| | **Chat Answer Quality** | User satisfaction score | > 4.0/5.0 | | |
| | **Report Completeness** | Coverage of key insights | > 90% | | |
| | **Dashboard Relevance** | Chart appropriateness score | > 85% | | |
| ### 10.3 Usage Metrics | |
| | Metric | Description | Tracking | | |
| |--------|-------------|----------| | |
| | **DAU/MAU** | Active users | Analytics | | |
| | **Files Uploaded** | Data engagement | Database | | |
| | **Models Trained** | ML adoption | Database | | |
| | **Reports Generated** | Reporting usage | Database | | |
| | **Chat Queries** | AI engagement | Logs | | |
| ### 10.4 Business Metrics | |
| | Metric | Description | Target | | |
| |--------|-------------|--------| | |
| | **User Retention (D7)** | 7-day retention | > 40% | | |
| | **User Retention (D30)** | 30-day retention | > 25% | | |
| | **Feature Adoption** | % using AutoML | > 30% | | |
| | **Session Duration** | Average session time | > 10 minutes | | |
| --- | |
| ## 11. Roadmap & Future Enhancements | |
| ### 11.1 Current State (v1.0) ✅ | |
| | Feature | Status | | |
| |---------|--------| | |
| | Data Upload & Management | ✅ Complete | | |
| | AutoML (Fast/Ultra) | ✅ Complete | | |
| | ML Predictions & Playground | ✅ Complete | | |
| | Autonomous Dashboard | ✅ Complete | | |
| | AI Analyst Chat (7 Modes) | ✅ Complete | | |
| | Reports Generation | ✅ Complete | | |
| | User Authentication | ✅ Complete | | |
| | Dark/Light Theme | ✅ Complete | | |
| ### 11.2 Near-term Roadmap (Q1-Q2 2025) | |
| | Feature | Priority | Description | | |
| |---------|----------|-------------| | |
| | **Database Connectors** | High | Direct SQL/PostgreSQL/MySQL connections | | |
| | **API Data Sources** | High | REST API data ingestion | | |
| | **Collaborative Workspaces** | Medium | Team sharing and collaboration | | |
| | **Custom Dashboards** | Medium | User-designed dashboard layouts | | |
| | **Scheduled Reports** | Medium | Email reports on schedule | | |
| | **Model API Export** | Medium | REST API for trained models | | |
| ### 11.3 Mid-term Roadmap (Q3-Q4 2025) | |
| | Feature | Priority | Description | | |
| |---------|----------|-------------| | |
| | **Real-time Data Streams** | High | Kafka/streaming data support | | |
| | **Advanced Forecasting** | High | Prophet, ARIMA, neural forecasting | | |
| | **Natural Language to SQL** | Medium | Text-to-SQL queries | | |
| | **Embedded Analytics** | Medium | Embed dashboards in other apps | | |
| | **White-label Solution** | Low | Custom branding options | | |
| ### 11.4 Long-term Vision (2026+) | |
| | Feature | Description | | |
| |---------|-------------| | |
| | **AutoML v3** | Neural architecture search, AutoML for deep learning | | |
| | **Real-time Anomaly Alerts** | Streaming anomaly detection | | |
| | **Predictive Actions** | Auto-trigger actions based on predictions | | |
| | **Multi-tenant Enterprise** | Full enterprise deployment | | |
| | **On-premise Deployment** | Self-hosted enterprise version | | |
| --- | |
| ## 12. Appendix | |
| ### 12.1 Glossary | |
| | Term | Definition | | |
| |------|------------| | |
| | **AutoML** | Automated Machine Learning - auto model selection and tuning | | |
| | **RAG** | Retrieval-Augmented Generation - AI with document context | | |
| | **SHAP** | SHapley Additive exPlanations - model interpretability | | |
| | **KPI** | Key Performance Indicator | | |
| | **LLM** | Large Language Model | | |
| | **FAISS** | Facebook AI Similarity Search - vector database | | |
| ### 12.2 Technical Requirements | |
| **Minimum Server Requirements:** | |
| - CPU: 4 cores | |
| - RAM: 8GB (16GB recommended) | |
| - Storage: 50GB SSD | |
| - Python: 3.11+ | |
| - Node.js: 18+ | |
| **Supported Browsers:** | |
| - Chrome 90+ | |
| - Firefox 90+ | |
| - Safari 14+ | |
| - Edge 90+ | |
| ### 12.3 Contact & Support | |
| | Resource | Link | | |
| |----------|------| | |
| | **Production URL** | https://killerkumar-ai-business-analyst.hf.space | | |
| | **Documentation** | This PRD | | |
| | **Support Email** | insights@ai20insights.tech | | |
| --- | |
| **Document History:** | |
| | Version | Date | Author | Changes | | |
| |---------|------|--------|---------| | |
| | 1.0 | January 2025 | DataVision Team | Initial PRD | | |
| --- | |
| *© 2025 DataVision AI. All rights reserved.* | |