Datavision / backend /core /deep_research_agent.py
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"""
πŸ”¬ DEEP RESEARCH AGENT - Claude-Style Deep Research System
==========================================================
A sophisticated multi-agent system for deep research and analysis.
Architecture (as shown in diagram):
β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚ β”‚
β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚
β”‚ β”‚ Planning │◄──────────────────►│ Sub Agents β”‚ β”‚
β”‚ β”‚ Tool β”‚ β”‚ β”‚ β”‚
β”‚ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β”‚
β”‚ β”‚ β”‚ β”‚
β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚
β”‚ └───────►│ Deep Agents β”‚β—„β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚
β”‚ β”‚ (Orchestrator)β”‚ β”‚
β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β–Ίβ”‚ │◄─────────┐ β”‚
β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚
β”‚ β”‚ β”‚ β”‚
β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β” β”‚
β”‚ β”‚ File β”‚ β”‚ System β”‚ β”‚
β”‚ β”‚ System β”‚ β”‚ Prompt β”‚ β”‚
β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚
β”‚ β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
Components:
- Planning Tool: Creates hierarchical execution plans
- Sub Agents: Specialized agents for different tasks
- File System: Read/write/analyze files
- System Prompt: Dynamic context and instruction management
Features:
- Multi-agent orchestration
- Hierarchical task decomposition
- File I/O capabilities
- Dynamic sub-agent spawning
- Research synthesis
- Source tracking
"""
import logging
import os
import json
from enum import Enum
from typing import Dict, Any, List, Optional, Callable, Tuple
from dataclasses import dataclass, field
from datetime import datetime
import re
logger = logging.getLogger(__name__)
# LLM for reasoning
try:
from core.llm import chat as llm_chat
LLM_AVAILABLE = True
except ImportError:
LLM_AVAILABLE = False
def llm_chat(*args, **kwargs):
return "LLM not available"
# =============================================================================
# COMPONENT TYPES
# =============================================================================
class SubAgentType(Enum):
"""Types of specialized sub-agents."""
RESEARCHER = "researcher" # Deep research on topics
ANALYST = "analyst" # Data analysis
WRITER = "writer" # Content generation
CRITIC = "critic" # Evaluation and critique
SYNTHESIZER = "synthesizer" # Combine findings
FACT_CHECKER = "fact_checker" # Verify information
CODER = "coder" # Code generation/analysis
class PlanStatus(Enum):
"""Status of execution plan steps."""
PENDING = "pending"
IN_PROGRESS = "in_progress"
COMPLETED = "completed"
FAILED = "failed"
SKIPPED = "skipped"
@dataclass
class PlanStep:
"""A step in the execution plan."""
step_id: int
description: str
agent_type: SubAgentType
dependencies: List[int] = field(default_factory=list)
status: PlanStatus = PlanStatus.PENDING
result: Optional[str] = None
error: Optional[str] = None
@dataclass
class ExecutionPlan:
"""Hierarchical execution plan."""
goal: str
steps: List[PlanStep]
created_at: datetime = field(default_factory=datetime.now)
completed_at: Optional[datetime] = None
def get_next_step(self) -> Optional[PlanStep]:
"""Get next executable step (dependencies met)."""
completed_ids = {s.step_id for s in self.steps if s.status == PlanStatus.COMPLETED}
for step in self.steps:
if step.status == PlanStatus.PENDING:
if all(dep in completed_ids for dep in step.dependencies):
return step
return None
def is_complete(self) -> bool:
"""Check if all steps are done."""
return all(s.status in [PlanStatus.COMPLETED, PlanStatus.SKIPPED] for s in self.steps)
@dataclass
class ResearchResult:
"""Result from deep research."""
query: str
findings: List[str]
sources: List[str]
confidence: float
synthesis: str
plan_trace: List[str]
sub_agent_results: Dict[str, Any] = field(default_factory=dict)
# =============================================================================
# PLANNING TOOL
# =============================================================================
class PlanningTool:
"""
Creates hierarchical execution plans for complex tasks.
Decomposes goals into sub-tasks with dependencies.
"""
def __init__(self):
self.plans: List[ExecutionPlan] = []
def create_plan(self, goal: str, context: str = "") -> ExecutionPlan:
"""Create execution plan using LLM."""
prompt = f"""Create a detailed execution plan for this goal.
GOAL: {goal}
CONTEXT: {context if context else "No additional context"}
Break this into 3-6 concrete steps. For each step, specify:
1. What needs to be done
2. Which type of agent should do it:
- researcher: Deep research on topics
- analyst: Data analysis
- writer: Content generation
- critic: Evaluation
- synthesizer: Combine findings
- fact_checker: Verify information
- coder: Code tasks
3. Dependencies (which previous steps must be completed first)
FORMAT (strict JSON):
{{
"steps": [
{{"id": 1, "description": "...", "agent": "researcher", "depends_on": []}},
{{"id": 2, "description": "...", "agent": "analyst", "depends_on": [1]}},
...
]
}}"""
response = llm_chat(prompt, temperature=0.2, max_tokens=500)
# Parse response
steps = self._parse_plan(response, goal)
plan = ExecutionPlan(goal=goal, steps=steps)
self.plans.append(plan)
return plan
def _parse_plan(self, response: str, goal: str) -> List[PlanStep]:
"""Parse LLM response into plan steps."""
steps = []
try:
# Extract JSON
if "```json" in response:
json_str = response.split("```json")[1].split("```")[0].strip()
elif "{" in response:
json_str = response[response.find("{"):response.rfind("}")+1]
else:
json_str = response
data = json.loads(json_str)
for s in data.get("steps", []):
agent_type = SubAgentType.RESEARCHER # Default
agent_str = s.get("agent", "researcher").lower()
for at in SubAgentType:
if at.value == agent_str:
agent_type = at
break
steps.append(PlanStep(
step_id=s.get("id", len(steps) + 1),
description=s.get("description", ""),
agent_type=agent_type,
dependencies=s.get("depends_on", [])
))
except (json.JSONDecodeError, KeyError) as e:
logger.warning(f"Plan parsing failed: {e}, using default plan")
# Default plan
steps = [
PlanStep(1, f"Research: {goal}", SubAgentType.RESEARCHER),
PlanStep(2, f"Analyze findings", SubAgentType.ANALYST, [1]),
PlanStep(3, f"Synthesize results", SubAgentType.SYNTHESIZER, [2])
]
return steps
def update_step(self, plan: ExecutionPlan, step_id: int,
status: PlanStatus, result: str = None):
"""Update a step's status."""
for step in plan.steps:
if step.step_id == step_id:
step.status = status
step.result = result
break
# =============================================================================
# SUB AGENTS
# =============================================================================
class SubAgentFactory:
"""Factory for creating specialized sub-agents."""
@staticmethod
def create(agent_type: SubAgentType, user_id: str) -> 'BaseSubAgent':
"""Create a sub-agent of the specified type."""
agents = {
SubAgentType.RESEARCHER: ResearcherAgent,
SubAgentType.ANALYST: AnalystSubAgent,
SubAgentType.WRITER: WriterAgent,
SubAgentType.CRITIC: CriticAgent,
SubAgentType.SYNTHESIZER: SynthesizerAgent,
SubAgentType.FACT_CHECKER: FactCheckerAgent,
SubAgentType.CODER: CoderAgent
}
agent_class = agents.get(agent_type, ResearcherAgent)
return agent_class(user_id)
class BaseSubAgent:
"""Base class for sub-agents."""
def __init__(self, user_id: str):
self.user_id = user_id
self.agent_type: SubAgentType = SubAgentType.RESEARCHER
def execute(self, task: str, context: str = "") -> str:
"""Execute the task."""
raise NotImplementedError
class ResearcherAgent(BaseSubAgent):
"""Deep research on topics using available data and knowledge."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.RESEARCHER
def execute(self, task: str, context: str = "") -> str:
# Try to get data context
data_context = ""
try:
from core.rag import rag_search
data_context, sources = rag_search(self.user_id, task, k=5)
except:
pass
prompt = f"""You are a Deep Research Agent. Research this topic thoroughly.
TASK: {task}
DATA FROM USER'S FILES:
{data_context if data_context else "No user data available"}
PREVIOUS CONTEXT:
{context if context else "No previous context"}
Provide comprehensive research findings with:
1. Key facts and insights
2. Data-backed observations (if data available)
3. Important patterns or trends
4. Source references
Be thorough but concise."""
return llm_chat(prompt, temperature=0.3, max_tokens=600)
class AnalystSubAgent(BaseSubAgent):
"""Data analysis specialist."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.ANALYST
def execute(self, task: str, context: str = "") -> str:
# Get user data statistics
stats_context = ""
try:
from api.v1.endpoints.charts import get_user_data
df = get_user_data(self.user_id)
if df is not None and not df.empty:
stats_context = f"""
Dataset: {len(df)} rows Γ— {len(df.columns)} columns
Columns: {', '.join(df.columns.tolist()[:10])}
"""
# Add numeric stats
numeric_cols = df.select_dtypes(include=['number']).columns[:5]
for col in numeric_cols:
stats_context += f"- {col}: mean={df[col].mean():,.2f}, sum={df[col].sum():,.2f}\n"
except:
pass
prompt = f"""You are a Data Analyst Agent. Analyze this task.
TASK: {task}
DATA STATISTICS:
{stats_context if stats_context else "No data available"}
PREVIOUS FINDINGS:
{context if context else "No previous findings"}
Provide analytical insights:
1. Key metrics and values
2. Statistical observations
3. Patterns and anomalies
4. Data-driven conclusions
Use actual numbers from the data."""
return llm_chat(prompt, temperature=0.2, max_tokens=500)
class WriterAgent(BaseSubAgent):
"""Content generation specialist."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.WRITER
def execute(self, task: str, context: str = "") -> str:
prompt = f"""You are a Writer Agent. Create content for this task.
TASK: {task}
CONTEXT AND RESEARCH:
{context if context else "No context provided"}
Write clear, professional content that:
1. Is well-structured
2. Uses the provided research
3. Is engaging and informative
4. Includes key data points
Keep it concise but comprehensive."""
return llm_chat(prompt, temperature=0.4, max_tokens=600)
class CriticAgent(BaseSubAgent):
"""Evaluation and critique specialist."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.CRITIC
def execute(self, task: str, context: str = "") -> str:
prompt = f"""You are a Critic Agent. Evaluate this content critically.
TASK: {task}
CONTENT TO EVALUATE:
{context if context else "No content provided"}
Provide critical evaluation:
1. Strengths of the analysis
2. Weaknesses or gaps
3. Accuracy concerns
4. Suggestions for improvement
Be constructive but thorough."""
return llm_chat(prompt, temperature=0.3, max_tokens=400)
class SynthesizerAgent(BaseSubAgent):
"""Combines findings from multiple sources."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.SYNTHESIZER
def execute(self, task: str, context: str = "") -> str:
prompt = f"""You are a Synthesizer Agent. Combine and summarize findings.
TASK: {task}
FINDINGS TO SYNTHESIZE:
{context if context else "No findings provided"}
Create a unified synthesis that:
1. Combines key insights
2. Resolves contradictions
3. Highlights consensus
4. Provides actionable conclusions
Be comprehensive but concise."""
return llm_chat(prompt, temperature=0.3, max_tokens=500)
class FactCheckerAgent(BaseSubAgent):
"""Verifies information accuracy."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.FACT_CHECKER
def execute(self, task: str, context: str = "") -> str:
prompt = f"""You are a Fact Checker Agent. Verify the accuracy of claims.
TASK: {task}
CLAIMS TO VERIFY:
{context if context else "No claims provided"}
For each claim:
1. βœ… Verified - backed by data
2. ⚠️ Uncertain - needs more evidence
3. ❌ Incorrect - contradicts data
Provide verification results with reasoning."""
return llm_chat(prompt, temperature=0.2, max_tokens=400)
class CoderAgent(BaseSubAgent):
"""Code generation and analysis."""
def __init__(self, user_id: str):
super().__init__(user_id)
self.agent_type = SubAgentType.CODER
def execute(self, task: str, context: str = "") -> str:
prompt = f"""You are a Coder Agent. Handle code-related tasks.
TASK: {task}
CONTEXT:
{context if context else "No context provided"}
Provide:
1. Code solution (if applicable)
2. Explanation of approach
3. Key considerations
Format code in markdown code blocks."""
return llm_chat(prompt, temperature=0.2, max_tokens=600)
# =============================================================================
# FILE SYSTEM TOOL
# =============================================================================
class FileSystemTool:
"""
File system capabilities for deep research.
Features:
- Read user's uploaded files
- Analyze file contents
- Search across files
"""
def __init__(self, user_id: str):
self.user_id = user_id
def list_files(self) -> List[str]:
"""List available user files."""
try:
from utils.paths import get_user_paths
paths = get_user_paths(self.user_id)
files = []
for ext in ['*.csv', '*.xlsx', '*.pdf', '*.txt']:
import glob
files.extend(glob.glob(os.path.join(paths.get('uploads', ''), ext)))
return [os.path.basename(f) for f in files]
except:
return []
def read_file_summary(self, filename: str) -> str:
"""Get summary of a file."""
try:
from api.v1.endpoints.charts import get_user_data
df = get_user_data(self.user_id)
if df is not None:
return f"""File Summary:
- Rows: {len(df)}
- Columns: {len(df.columns)}
- Columns: {', '.join(df.columns.tolist()[:15])}
- Memory: {df.memory_usage(deep=True).sum() / 1024:.1f} KB"""
return "File not found or not readable"
except Exception as e:
return f"Error reading file: {str(e)[:100]}"
def search_in_files(self, query: str) -> str:
"""Search for information in user's files."""
try:
from core.rag import rag_search
context, sources = rag_search(self.user_id, query, k=5)
return context if context else "No matching content found"
except Exception as e:
return f"Search error: {str(e)[:100]}"
# =============================================================================
# SYSTEM PROMPT MANAGER
# =============================================================================
class SystemPromptManager:
"""
Manages dynamic system prompts for the deep agent.
Maintains context across interactions and agent executions.
"""
def __init__(self, user_id: str):
self.user_id = user_id
self.base_prompt = """You are a Deep Research Agent - an advanced AI system capable of:
1. Breaking down complex research tasks
2. Coordinating specialized sub-agents
3. Synthesizing findings from multiple sources
4. Providing accurate, data-grounded insights
Always prioritize:
- User's data over general knowledge
- Accuracy over speculation
- Concise, actionable insights"""
self.context_stack: List[str] = []
self.research_history: List[str] = []
def get_full_prompt(self, task: str = "") -> str:
"""Get complete system prompt with context."""
prompt = self.base_prompt
if self.context_stack:
prompt += "\n\nACCUMULATED CONTEXT:\n"
prompt += "\n".join(self.context_stack[-5:]) # Last 5 contexts
if task:
prompt += f"\n\nCURRENT TASK: {task}"
return prompt
def add_context(self, context: str):
"""Add context to the stack."""
self.context_stack.append(context)
def add_research(self, finding: str):
"""Add research finding to history."""
self.research_history.append(finding)
def get_research_summary(self) -> str:
"""Get summary of research history."""
if not self.research_history:
return "No research conducted yet."
return "\n---\n".join(self.research_history[-10:])
def clear(self):
"""Clear all context."""
self.context_stack = []
self.research_history = []
# =============================================================================
# DEEP RESEARCH AGENT (MAIN ORCHESTRATOR)
# =============================================================================
class DeepResearchAgent:
"""
πŸ”¬ DEEP RESEARCH AGENT - Claude-Style Research System
Main orchestrator that coordinates:
- Planning Tool: Creates execution plans
- Sub Agents: Specialized task executors
- File System: Data access
- System Prompt: Context management
Flow:
1. Receive research query
2. Planning Tool creates hierarchical plan
3. Sub Agents execute each step
4. File System provides data context
5. System Prompt maintains context
6. Synthesize final results
"""
def __init__(self, user_id: str):
self.user_id = user_id
# Initialize components
self.planning_tool = PlanningTool()
self.file_system = FileSystemTool(user_id)
self.system_prompt = SystemPromptManager(user_id)
# Track execution
self.execution_trace: List[str] = []
def research(self, query: str, depth: str = "standard") -> ResearchResult:
"""
Execute deep research on a query.
Args:
query: Research question or topic
depth: "quick" (1-2 steps), "standard" (3-4 steps), "deep" (5+ steps)
Returns:
ResearchResult with findings, sources, and synthesis
"""
self.execution_trace = []
self.execution_trace.append(f"πŸ”¬ Starting deep research: {query}")
# Get file context
files = self.file_system.list_files()
file_context = f"Available files: {', '.join(files[:5])}" if files else ""
self.system_prompt.add_context(f"User has {len(files)} files available")
# Create execution plan
self.execution_trace.append("πŸ“‹ Creating execution plan...")
plan = self.planning_tool.create_plan(
goal=query,
context=file_context
)
self.execution_trace.append(f"πŸ“‹ Plan created with {len(plan.steps)} steps")
# Execute plan
findings = []
sources = []
sub_agent_results = {}
while not plan.is_complete():
step = plan.get_next_step()
if not step:
break
self.execution_trace.append(f"▢️ Step {step.step_id}: {step.description}")
# Update status
self.planning_tool.update_step(plan, step.step_id, PlanStatus.IN_PROGRESS)
# Create and execute sub-agent
try:
sub_agent = SubAgentFactory.create(step.agent_type, self.user_id)
# Build context from previous steps
prev_context = "\n\n".join([
s.result for s in plan.steps
if s.status == PlanStatus.COMPLETED and s.result
])
# Execute
result = sub_agent.execute(step.description, prev_context)
# Store result
self.planning_tool.update_step(plan, step.step_id, PlanStatus.COMPLETED, result)
sub_agent_results[f"step_{step.step_id}"] = {
"agent": step.agent_type.value,
"result": result[:500] # Truncate for storage
}
# Add to findings
findings.append(result)
sources.append(f"{step.agent_type.value}_agent")
# Update system context
self.system_prompt.add_research(f"Step {step.step_id}: {result[:200]}")
self.execution_trace.append(f"βœ… Step {step.step_id} completed")
except Exception as e:
self.planning_tool.update_step(plan, step.step_id, PlanStatus.FAILED, error=str(e))
self.execution_trace.append(f"❌ Step {step.step_id} failed: {str(e)[:100]}")
plan.completed_at = datetime.now()
# Final synthesis
self.execution_trace.append("πŸ”„ Synthesizing results...")
synthesizer = SynthesizerAgent(self.user_id)
synthesis = synthesizer.execute(
f"Synthesize research findings for: {query}",
"\n\n---\n\n".join(findings)
)
self.execution_trace.append("βœ… Research complete")
# Calculate confidence
completed_steps = sum(1 for s in plan.steps if s.status == PlanStatus.COMPLETED)
confidence = completed_steps / len(plan.steps) if plan.steps else 0.5
return ResearchResult(
query=query,
findings=findings,
sources=list(set(sources)),
confidence=confidence,
synthesis=synthesis,
plan_trace=self.execution_trace,
sub_agent_results=sub_agent_results
)
def format_response(self, result: ResearchResult) -> str:
"""Format research result for display."""
response = f"""## πŸ”¬ Deep Research Results
**Query:** {result.query}
**Confidence:** {result.confidence:.0%}
---
### πŸ“Š Synthesis
{result.synthesis}
---
### πŸ“‹ Research Process
"""
for trace in result.plan_trace:
response += f"- {trace}\n"
response += f"\n---\n**Sources:** {', '.join(result.sources)}"
return response
# =============================================================================
# CONVENIENCE FUNCTIONS
# =============================================================================
def deep_research(user_id: str, query: str, depth: str = "standard") -> Dict[str, Any]:
"""Quick function for deep research."""
agent = DeepResearchAgent(user_id)
result = agent.research(query, depth)
return {
"query": result.query,
"synthesis": result.synthesis,
"findings": result.findings,
"sources": result.sources,
"confidence": result.confidence,
"trace": result.plan_trace
}
def deep_research_formatted(user_id: str, query: str) -> str:
"""Deep research with formatted response."""
agent = DeepResearchAgent(user_id)
result = agent.research(query)
return agent.format_response(result)
# Module exports
__all__ = [
'DeepResearchAgent',
'PlanningTool',
'SubAgentFactory',
'FileSystemTool',
'SystemPromptManager',
'ResearchResult',
'ExecutionPlan',
'SubAgentType',
'deep_research',
'deep_research_formatted'
]