Spaces:
Running
Running
File size: 57,239 Bytes
2027a0e 81f3365 2027a0e 81f3365 723d44c 81f3365 7e8d37e 81f3365 a3b76f6 fce03b9 02921b7 fce03b9 dc7fadb 02921b7 c4efc20 fce03b9 c4efc20 fce03b9 c4efc20 fce03b9 c4efc20 02921b7 c4efc20 02921b7 c4efc20 02921b7 c4efc20 dc7fadb c4efc20 dc7fadb c4efc20 02921b7 c4efc20 dc7fadb c4efc20 dc7fadb c4efc20 dc7fadb c4efc20 02921b7 c4efc20 fd6f79d c4efc20 fd6f79d dc7fadb c4efc20 dc7fadb c4efc20 dc7fadb c4efc20 fce03b9 43b40b9 fce03b9 43b40b9 fce03b9 43b40b9 fce03b9 43b40b9 2027a0e 43b40b9 2027a0e 81f3365 2027a0e 81f3365 32cad19 723d44c 3f4af3e 81f3365 3f4af3e 81f3365 2027a0e 81f3365 2027a0e 4294ece 2027a0e 4294ece 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 723d44c 3eab997 2027a0e 3eab997 2027a0e 81f3365 b14fe09 2027a0e 3eab997 3f4af3e 2027a0e 3f4af3e 2027a0e 723d44c 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e b14fe09 2027a0e b14fe09 3eab997 2027a0e b14fe09 2027a0e 723d44c 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 2027a0e 81f3365 723d44c 2027a0e 723d44c 81f3365 2027a0e 0d58c70 2027a0e fce03b9 43b40b9 2027a0e fce03b9 2027a0e 0d58c70 2027a0e 0d58c70 2027a0e 0d58c70 2027a0e 6dfb952 2027a0e 6dfb952 2027a0e 7d68f35 2027a0e 7d68f35 278471e 097b8fe 43b40b9 097b8fe 7710e90 097b8fe 43b40b9 0acbf06 43b40b9 097b8fe 43b40b9 7710e90 43b40b9 d24ab30 278471e 2027a0e 43b40b9 2027a0e fce03b9 43b40b9 fce03b9 2027a0e a3bab81 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827 828 829 830 831 832 833 834 835 836 837 838 839 840 841 842 843 844 845 846 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 863 864 865 866 867 868 869 870 871 872 873 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 967 968 969 970 971 972 973 974 975 976 977 978 979 980 981 982 983 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 1000 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 1011 1012 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040 1041 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1052 1053 1054 1055 1056 1057 1058 1059 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 1085 1086 1087 1088 1089 1090 1091 1092 1093 1094 1095 1096 1097 1098 1099 1100 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117 1118 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 1135 1136 1137 1138 1139 1140 1141 1142 1143 1144 1145 1146 1147 1148 1149 1150 1151 1152 1153 1154 1155 1156 1157 1158 1159 1160 1161 1162 1163 1164 1165 1166 1167 1168 1169 1170 1171 1172 1173 1174 1175 1176 1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187 1188 1189 1190 1191 1192 1193 1194 1195 1196 1197 1198 1199 1200 1201 1202 1203 1204 1205 1206 1207 1208 1209 1210 1211 1212 1213 1214 1215 1216 1217 1218 1219 1220 1221 1222 1223 1224 1225 1226 1227 1228 1229 | # app.py
# Pharma KPI Copilot
# - Auto-loads KPI Glossary Excel from same folder as app.py
# - Reads PDF for KPI definition / formula / notes
# - Fixes Excel mapping so report names show instead of "Not mapped"
# - Displays report / offering values as colored badges
# - Installs openpyxl automatically if missing
import os
import re
import sys
import subprocess
import importlib.util
import unicodedata
from pathlib import Path
from difflib import SequenceMatcher
# β
DEFINE FIRST
def ensure_package(package_name: str):
if importlib.util.find_spec(package_name) is None:
print(f"Package '{package_name}' not found. Installing...")
subprocess.check_call([sys.executable, '-m', 'pip', 'install', package_name])
# =========================================================
# β
DAX β SQL SUPPORT (NEW)
# =========================================================
def clean_text(text):
return text.replace("τ", "t") # fix PDF encoding issues
def extract_tables(dax):
tables = re.findall(r"'(.*?)'\[", dax)
unique_tables = list(dict.fromkeys(tables))
return unique_tables
def convert_dax_to_sql(dax):
try:
if not dax:
return "No DAX provided"
# β
clean weird PDF characters
dax = dax.replace("τ", "t")
dax = dax.replace("\n", " ")
# β
extract tables
tables = re.findall(r"'(\w+)'|\b(\w+)\[", dax)
tables = [t[0] or t[1] for t in tables if t[0] or t[1]]
tables = list(dict.fromkeys(tables)) # unique
if not tables:
return "β οΈ Could not detect table"
main_table = tables[0]
# β
alias map
aliases = ['a','b','c','d']
alias_map = {tbl: aliases[i] for i, tbl in enumerate(tables)}
# β
extract DISTINCTCOUNT column
col_match = re.search(r"'(\w+)'\[(\w+)\]", dax)
column = "UNKNOWN"
if col_match:
t, c = col_match.groups()
column = f"{alias_map.get(t,'a')}.{c}"
# β
SELECT
sql = f"SELECT COUNT(DISTINCT {column})\nFROM {main_table} {alias_map[main_table]}"
# β
JOINS (basic)
for t in tables[1:]:
sql += f"\nLEFT JOIN {t} {alias_map[t]} ON 1=1"
# β
FILTERS
filters = []
# numeric
for t, c, v in re.findall(r"'(\w+)'\[(\w+)\]\s*=\s*(\d+)", dax):
filters.append(f"{alias_map[t]}.{c} = {v}")
# string
for t, c, v in re.findall(r"'(\w+)'\[(\w+)\]\s*=\s*\"([^\"]+)\"", dax):
filters.append(f"{alias_map[t]}.{c} = '{v}'")
# ISBLANK
for expr in re.findall(r"ISBLANK\s*\((.*?)\)", dax):
m = re.findall(r"(\w+)\[(\w+)\]", expr)
if m:
t, c = m[0]
filters.append(f"{alias_map.get(t,'c')}.{c} IS NULL")
# OR logic (basic safe)
#if "||" in dax:
#filters.append("-- OR condition detected (manual refinement needed)")
# β
handle OR condition (||)
if "||" in dax:
m = re.search(r"(.*?)\|\|\s*ISBLANK\((.*?)\)", dax)
if m:
left = re.findall(r"(\w+)\[(\w+)\]", m.group(1))
right = re.findall(r"(\w+)\[(\w+)\]", m.group(2))
if left and right:
t1, c1 = left[0]
t2, c2 = right[0]
filters.append(
f"({alias_map[t1]}.{c1} = 1 OR {alias_map[t2]}.{c2} IS NULL)"
)
# β
WHERE
if filters:
sql += "\nWHERE " + "\n AND ".join(filters)
return sql
except Exception as e:
return f"β Conversion Error: {str(e)}"
def convert_to_sql(dax_input):
global LAST_DAX_FORMULA
# β
priority: user input > extracted
dax_formula = dax_input if dax_input else LAST_DAX_FORMULA
if not dax_formula:
return "No DAX available", ""
sql = convert_dax_to_sql(dax_formula)
return dax_formula, sql
# Required for pandas Excel engine
ensure_package('openpyxl')
import gradio as gr
import pandas as pd
from langchain_community.document_loaders import PyPDFLoader
from langchain_text_splitters import RecursiveCharacterTextSplitter
os.environ['TOKENIZERS_PARALLELISM'] = 'false'
SERVICENOW_INCIDENT_URL = os.getenv(
'SERVICENOW_INCIDENT_URL',
'https://sanofiservices.service-now.com/onesupport?id=sc_cat_item&sys_id=a5c743d39761b19cbb28fa871153afc3',
)
PDF_FILE = 'data.pdf'
DEFAULT_KPI_EXCEL = 'CIA Consolidated KPIs_MetricsGovernance (1).xlsx'
REPORT_FLAG_COLUMNS = [
'SFE', 'B360', 'OMNICHANNEL', 'C360', 'E&C', 'AC',
'Field Reporting', 'Content Reporting', 'Above Country', 'Country'
]
EXTRA_INFO_COLUMNS = [
'Placement in Offering', 'Calculated at:', 'Domain', 'Interaction', 'Channels', 'PowerBI Field/Measure'
]
MANUAL_ALIAS_MAP = {
# 'hcp reach in occp': 'HCPs in OCCP',
}
# =========================================================
# 1) TEXT HELPERS
# =========================================================
def fix_pdf_text(text: str) -> str:
if not text:
return ''
text = unicodedata.normalize('NFKC', text)
replacements = {
'ο¬': 'fi', 'ο¬': 'fl', 'β': '"', 'β': '"', 'β': "'", 'β': "'", 'β': '-', 'β': '-', '\u00ad': '',
}
for bad, good in replacements.items():
text = text.replace(bad, good)
text = re.sub(r'(?<=\w)[ΞΈΞΟΟ΄ΖΙ΅](?=\w)', 'ti', text)
return text
def normalize_exact(text: str) -> str:
text = fix_pdf_text(text or '').lower().strip()
return re.sub(r'\s+', ' ', text)
def singularize_token(token: str) -> str:
token = token.strip().lower()
if len(token) > 4 and token.endswith('ies'):
return token[:-3] + 'y'
if len(token) > 3 and token.endswith('s') and not token.endswith('ss'):
return token[:-1]
return token
def normalize_loose(text: str) -> str:
text = fix_pdf_text(text or '').lower().strip()
text = text.replace('#', ' ').replace('%', ' ')
text = re.sub(r'[^a-z0-9]+', ' ', text)
text = re.sub(r'\s+', ' ', text).strip()
if not text:
return ''
return ' '.join(singularize_token(tok) for tok in text.split())
def tokenize_loose(text: str):
loose = normalize_loose(text)
return loose.split() if loose else []
STOPWORDS = {
'a', 'an', 'the', 'in', 'of', 'with', 'and', 'or', 'for', 'to', 'by', 'on',
'this', 'that', 'is', 'are', 'was', 'were', 'be', 'been', 'being',
'what', 'how', 'why', 'show', 'give', 'tell', 'me', 'please', 'explain',
'search', 'find', 'calculated', 'computed', 'measured', 'formula', 'mean', 'important',
}
def significant_tokens(text: str):
toks = tokenize_loose(text)
sig = [t for t in toks if t not in STOPWORDS]
return sig if sig else toks
def clean_user_query(text: str) -> str:
text = fix_pdf_text(text or '').strip()
text = re.sub(r'[?]+$', '', text).strip()
patterns = [
r'^what is\s+', r'^what s\s+', r'^show me\s+', r'^give me\s+', r'^tell me\s+',
r'^explain\s+', r'^find\s+', r'^search\s+for\s+', r'^how is\s+', r'^why is\s+',
]
lowered = text.lower()
for pat in patterns:
lowered = re.sub(pat, '', lowered).strip()
return lowered.strip()
def clean_formula_text(text: str) -> str:
text = fix_pdf_text(text or '').lower()
text = re.sub(r'--.*', '', text)
text = re.sub(r'\s+', '', text)
return text
def html_escape(text: str) -> str:
if text is None:
return ''
return (
str(text)
.replace('&', '&')
.replace('<', '<')
.replace('>', '>')
.replace('"', '"')
)
def nl2br(text: str) -> str:
return html_escape(fix_pdf_text(text)).replace('\n', '<br>')
def is_generic_followup_question(text: str) -> bool:
q = normalize_exact(text)
generic_patterns = [
r'^how is this calculated', r'^how is this computed', r'^how is this measured',
r'^what is the formula', r'^show formula', r'^show the formula', r'^give formula',
r'^why is this important', r'^explain this', r'^what does this mean',
]
return any(re.search(p, q) for p in generic_patterns)
def extract_kpi_name_from_notes(notes_text: str) -> str:
if not notes_text:
return ''
m = re.search(r'\*\*KPI Name:\*\*\s*(.+)', notes_text)
return m.group(1).strip() if m else ''
def resolve_alias(user_query: str):
cleaned = clean_user_query(user_query)
q = normalize_loose(cleaned)
if not q:
return user_query, None, None
alias_map_norm = {normalize_loose(k): v for k, v in MANUAL_ALIAS_MAP.items()}
if q in alias_map_norm:
return alias_map_norm[q], q, alias_map_norm[q]
return cleaned, None, None
# =========================================================
# 2) EXCEL LOADING AND MAPPING
# =========================================================
def is_truthy_excel_value(value):
if pd.isna(value):
return False
return str(value).strip().lower() in {'yes', 'y', 'true', '1', 'x'}
def detect_glossary_header_row(raw_df: pd.DataFrame):
"""Find the real KPI Glossary header row."""
for idx in range(min(len(raw_df), 60)):
row_values = [normalize_exact(str(v)).replace('/', ' ') for v in raw_df.iloc[idx].tolist()]
if 'metrics kpis' in row_values and 'powerbi field measure' in row_values:
return idx
joined = ' | '.join(row_values)
if 'metrics kpis' in joined and ('powerbi field measure' in joined or 'definitions' in joined):
return idx
return None
def build_glossary_dataframe(excel_path: str):
raw = pd.read_excel(excel_path, sheet_name='KPI Glossary', header=None, engine='openpyxl')
header_row = detect_glossary_header_row(raw)
if header_row is None:
return None, None
header = [str(x).strip() for x in raw.iloc[header_row].tolist()]
data = raw.iloc[header_row + 1:].copy().reset_index(drop=True)
data.columns = header
data = data.dropna(how='all')
keep_cols = [str(c).strip() != '' and str(c).strip().lower() != 'nan' for c in data.columns]
data = data.loc[:, keep_cols]
data.columns = [str(c).strip() for c in data.columns]
return data, header_row
def merge_excel_record(a: dict, b: dict):
if not a:
return b
if not b:
return a
merged = {
'kpi_name': a.get('kpi_name') or b.get('kpi_name', ''),
'measure_name': a.get('measure_name') or b.get('measure_name', ''),
'report_sources': sorted(set(a.get('report_sources', [])) | set(b.get('report_sources', []))),
'extra_info': {},
'row_ids': sorted(set(a.get('row_ids', [])) | set(b.get('row_ids', []))),
}
for col in EXTRA_INFO_COLUMNS:
vals = []
for rec in (a, b):
val = rec.get('extra_info', {}).get(col)
if val and val not in vals:
vals.append(val)
if vals:
merged['extra_info'][col] = ' | '.join(vals)
return merged
def add_record_to_mapping(mapping: dict, key: str, record: dict):
if not key:
return
mapping[key] = merge_excel_record(mapping.get(key), record) if key in mapping else record
def load_kpi_excel_mapping(excel_path: str):
if not excel_path or not Path(excel_path).exists():
print(f'Excel not found: {excel_path}')
return {}
try:
df, header_row = build_glossary_dataframe(excel_path)
except Exception as e:
print(f'Could not read KPI Glossary sheet: {e}')
return {}
if df is None or df.empty:
print('Could not detect KPI Glossary header row or data is empty.')
return {}
print(f'KPI Glossary header row detected at: {header_row}')
print(f'KPI Glossary columns detected: {list(df.columns)[:20]}')
kpi_col = 'Metrics/KPIs' if 'Metrics/KPIs' in df.columns else None
measure_col = 'PowerBI Field/Measure' if 'PowerBI Field/Measure' in df.columns else None
if not kpi_col and not measure_col:
print('Metrics/KPIs and PowerBI Field/Measure columns not found.')
return {}
mapping = {}
for idx, row in df.iterrows():
kpi_name = str(row.get(kpi_col, '')).strip() if kpi_col else ''
measure_name = str(row.get(measure_col, '')).strip() if measure_col else ''
if not kpi_name and not measure_name:
continue
report_sources = [col for col in REPORT_FLAG_COLUMNS if col in df.columns and is_truthy_excel_value(row.get(col))]
extra_info = {}
for col in EXTRA_INFO_COLUMNS:
if col in df.columns:
val = row.get(col)
if pd.notna(val) and str(val).strip():
extra_info[col] = str(val).strip()
record = {
'kpi_name': kpi_name,
'measure_name': measure_name,
'report_sources': sorted(set(report_sources)),
'extra_info': extra_info,
'row_ids': [int(idx)],
}
if kpi_name:
add_record_to_mapping(mapping, normalize_loose(kpi_name), record)
if measure_name:
add_record_to_mapping(mapping, normalize_loose(measure_name), record)
print(f'Final mapped KPI keys: {len(mapping)}')
return mapping
def excel_candidate_keys(*texts):
keys = []
for t in texts:
if not t:
continue
k = normalize_loose(t)
if k and k not in keys:
keys.append(k)
return keys
def excel_token_coverage_score(query_key: str, candidate_key: str):
q_tokens = significant_tokens(query_key)
c_tokens = significant_tokens(candidate_key)
if not q_tokens or not c_tokens:
return 0.0, 0
q_set, c_set = set(q_tokens), set(c_tokens)
overlap = q_set & c_set
return len(overlap) / max(len(q_set), 1), len(overlap)
def lookup_kpi_excel_info(kpi_name: str, measure_name: str, excel_mapping: dict, query_text: str = None):
if not excel_mapping:
return None
keys = excel_candidate_keys(query_text, kpi_name, measure_name)
result = None
# exact lookup
for key in keys:
if key in excel_mapping:
result = merge_excel_record(result, excel_mapping[key]) if result else excel_mapping[key]
if result:
return result
# fuzzy fallback
best_key = None
best_ratio = 0.0
for q in keys:
for cand in excel_mapping.keys():
coverage, overlap = excel_token_coverage_score(q, cand)
ratio = SequenceMatcher(None, q, cand).ratio()
if coverage >= 1.0 or ratio >= 0.84 or (overlap >= 2 and ratio >= 0.70):
if ratio > best_ratio:
best_ratio = ratio
best_key = cand
return excel_mapping.get(best_key) if best_key else None
def load_default_excel_if_present():
return load_kpi_excel_mapping(DEFAULT_KPI_EXCEL) if Path(DEFAULT_KPI_EXCEL).exists() else {}
# =========================================================
# 3) PDF LOAD / PARSE
# =========================================================
loader = PyPDFLoader(PDF_FILE)
page_docs = loader.load()
for d in page_docs:
d.page_content = fix_pdf_text(d.page_content)
splitter = RecursiveCharacterTextSplitter(chunk_size=1000, chunk_overlap=220)
chunk_docs = splitter.split_documents(page_docs)
def normalize_lines(text: str):
return [line.strip() for line in fix_pdf_text(text).splitlines() if line.strip()]
def is_metadata_line(line: str) -> bool:
line = normalize_loose(line)
patterns = [
r'^name$', r'^kpi id', r'^measure name', r'^description$', r'^definition$',
r'^business meaning$', r'^category$', r'^owner$', r'^source$', r'^dashboard$', r'^glossary$',
]
return any(re.search(p, line) for p in patterns)
def looks_like_formula_start(line: str) -> bool:
line = fix_pdf_text(line)
low = line.lower().strip()
formula_starts = [
'calculate(', 'sum(', 'count(', 'distinctcount(', 'divide(', 'if(', 'filter(',
'removefilters(', 'all(', 'average(', 'var ', 'return', 'switch(', 'countrows(',
'summarize(', 'lookupvalue(', 'selectedvalue(',
]
if any(fs in low for fs in formula_starts):
return True
if '[' in line and ']' in line:
return True
if '=' in line:
return True
return False
def extract_named_field(lines, labels):
wanted = [normalize_loose(x) for x in labels]
for i, line in enumerate(lines):
if normalize_loose(line) in wanted and i + 1 < len(lines):
return fix_pdf_text(lines[i + 1].strip())
return ''
def extract_label_block(lines, labels):
wanted = [normalize_loose(x) for x in labels]
start_idx = None
for i, line in enumerate(lines):
if normalize_loose(line) in wanted:
start_idx = i + 1
break
if start_idx is None:
return ''
collected = []
for j in range(start_idx, len(lines)):
current = fix_pdf_text(lines[j].strip())
if is_metadata_line(current) and normalize_loose(current) not in wanted:
break
collected.append(current)
return ' '.join(collected).strip()
def extract_formula(lines):
formula_lines = []
in_formula = False
paren_balance = 0
for i, line in enumerate(lines):
line = fix_pdf_text(line.strip())
if not in_formula and looks_like_formula_start(line):
in_formula = True
formula_lines.append(line)
paren_balance += line.count('(') - line.count(')')
continue
if in_formula:
if is_metadata_line(line) and paren_balance <= 0:
break
formula_lines.append(line)
paren_balance += line.count('(') - line.count(')')
if paren_balance <= 0:
next_line = fix_pdf_text(lines[i + 1].strip()) if i + 1 < len(lines) else ''
if next_line and is_metadata_line(next_line):
break
return '\n'.join(formula_lines).strip()
def remove_formula_lines(lines, formula_text):
if not formula_text:
return lines
formula_lines = {fix_pdf_text(x.strip()) for x in formula_text.splitlines() if x.strip()}
return [x for x in lines if fix_pdf_text(x.strip()) not in formula_lines]
def build_business_meaning(audience, kpi_name, measure_name):
base_name = fix_pdf_text(measure_name or kpi_name or 'This KPI')
if audience == 'Leadership':
return f"{base_name} helps leadership monitor performance and coverage trends for decision-making."
if audience == 'Analytics User':
return f"{base_name} is used in reporting and should be interpreted with source logic, filters, and exclusions."
return f"{base_name} helps business users understand what is being tracked and why it matters."
def parse_doc_entry(doc, audience, match_info=None, forced_kpi_name=None, excel_mapping=None, query_text=None):
context = fix_pdf_text(doc.page_content)
lines = normalize_lines(context)
formula = extract_formula(lines)
non_formula_lines = remove_formula_lines(lines, formula)
kpi_name = extract_named_field(non_formula_lines, ['Name'])
kpi_id = extract_named_field(non_formula_lines, ['KPI ID from KPI Glossary', 'KPI ID'])
measure_name = extract_named_field(non_formula_lines, ['Measure name in the PBI', 'Measure Name'])
if forced_kpi_name and (not kpi_name or normalize_loose(kpi_name) == 'not found'):
kpi_name = forced_kpi_name
definition = extract_label_block(non_formula_lines, ['Description', 'Definition'])
if not definition:
heur = []
for line in non_formula_lines:
low = line.lower()
if any(x in low for x in ['number of', 'count of', 'unique', '%', 'percent', 'rate of', 'ratio of', 'calculated as']):
heur.append(fix_pdf_text(line))
definition = ' '.join(heur[:3]).strip() or 'Definition not found clearly in the source extract.'
if not formula:
formula = 'Formula not found in source extract.'
excel_info = lookup_kpi_excel_info(kpi_name, measure_name, excel_mapping or {}, query_text=query_text)
report_sources = excel_info.get('report_sources', []) if excel_info else []
extra_excel_info = excel_info.get('extra_info', {}) if excel_info else {}
matched_rows = excel_info.get('row_ids', []) if excel_info else []
notes = []
if kpi_name:
notes.append(f"**KPI Name:** {fix_pdf_text(kpi_name)}")
if measure_name:
notes.append(f"**Power BI Measure:** {fix_pdf_text(measure_name)}")
if report_sources:
notes.append(f"**Report / Offering Presence (Yes columns):** {', '.join(report_sources)}")
if doc.metadata.get('page') is not None:
notes.append(f"**Page:** {doc.metadata['page'] + 1}")
if match_info:
notes.append(f"**Primary Search Match:** {match_info}")
return {
'doc': doc,
'page': doc.metadata.get('page'),
'context': context,
'kpi_name': fix_pdf_text(kpi_name) or 'Not found',
'kpi_id': fix_pdf_text(kpi_id) or 'Not found',
'measure_name': fix_pdf_text(measure_name) or 'Not found',
'definition': fix_pdf_text(definition),
'business': build_business_meaning(audience, kpi_name, measure_name),
'formula': fix_pdf_text(formula),
'notes': '\n\n'.join(notes) if notes else 'No additional notes found.',
'report_sources': report_sources,
'excel_info': extra_excel_info,
}
PARSED_CHUNKS = [parse_doc_entry(doc, 'Business User') for doc in chunk_docs]
def entry_key(entry):
return (
normalize_exact(entry['kpi_name']),
normalize_exact(entry['measure_name']),
normalize_exact(entry['context'][:300]),
)
def build_indices(entries):
kpi_exact_index, measure_exact_index, kpi_loose_index, measure_loose_index = {}, {}, {}, {}
seen = set()
for entry in entries:
key = entry_key(entry)
if key in seen:
continue
seen.add(key)
nk_exact = normalize_exact(entry['kpi_name'])
nm_exact = normalize_exact(entry['measure_name'])
nk_loose = normalize_loose(entry['kpi_name'])
nm_loose = normalize_loose(entry['measure_name'])
if nk_exact and nk_exact != 'not found':
kpi_exact_index.setdefault(nk_exact, []).append(entry)
if nm_exact and nm_exact != 'not found':
measure_exact_index.setdefault(nm_exact, []).append(entry)
if nk_loose and nk_loose != 'not found':
kpi_loose_index.setdefault(nk_loose, []).append(entry)
if nm_loose and nm_loose != 'not found':
measure_loose_index.setdefault(nm_loose, []).append(entry)
return kpi_exact_index, measure_exact_index, kpi_loose_index, measure_loose_index
EXACT_KPI_INDEX, EXACT_MEASURE_INDEX, LOOSE_KPI_INDEX, LOOSE_MEASURE_INDEX = build_indices(PARSED_CHUNKS)
ALL_LOOSE_KPI_NAMES = sorted(LOOSE_KPI_INDEX.keys())
ALL_LOOSE_MEASURE_NAMES = sorted(LOOSE_MEASURE_INDEX.keys())
def token_overlap_score(query_text: str, candidate_text: str):
q_tokens = significant_tokens(query_text)
c_tokens = significant_tokens(candidate_text)
if not q_tokens or not c_tokens:
return 0.0, 0, 0
q_set, c_set = set(q_tokens), set(c_tokens)
overlap = q_set & c_set
coverage = len(overlap) / max(len(q_set), 1)
return coverage, len(overlap), len(c_set)
def find_best_exact_like_name(query_text: str):
q_exact = normalize_exact(query_text)
q_loose = normalize_loose(query_text)
if not q_loose:
return None, None
if q_exact in EXACT_KPI_INDEX:
return 'kpi_exact', q_exact
if q_exact in EXACT_MEASURE_INDEX:
return 'measure_exact', q_exact
if q_loose in LOOSE_KPI_INDEX:
return 'kpi_loose', q_loose
if q_loose in LOOSE_MEASURE_INDEX:
return 'measure_loose', q_loose
best, best_score = None, -1.0
for name in ALL_LOOSE_KPI_NAMES:
coverage, overlap_count, candidate_size = token_overlap_score(q_loose, name)
if coverage == 1.0 and overlap_count >= 2:
score = overlap_count * 10 - max(candidate_size - overlap_count, 0)
if score > best_score:
best_score, best = score, ('kpi_loose', name)
for name in ALL_LOOSE_MEASURE_NAMES:
coverage, overlap_count, candidate_size = token_overlap_score(q_loose, name)
if coverage == 1.0 and overlap_count >= 2:
score = overlap_count * 10 - max(candidate_size - overlap_count, 0)
if score > best_score:
best_score, best = score, ('measure_loose', name)
return best if best else (None, None)
def doc_contains_exact_text(doc, search_text: str) -> bool:
return normalize_loose(search_text) in normalize_loose(doc.page_content)
# =========================================================
# 4) SEARCH
# =========================================================
def choose_primary_entry(query: str, audience: str, excel_mapping=None):
cleaned_query = clean_user_query(query)
if not cleaned_query:
return None, None
resolved_query, _, canonical_term = resolve_alias(query)
effective_query = canonical_term if canonical_term else resolved_query
match_type, canonical_name = find_best_exact_like_name(effective_query)
if match_type == 'kpi_exact':
chosen = EXACT_KPI_INDEX[canonical_name][0]
return parse_doc_entry(chosen['doc'], audience, match_info='Exact KPI name match', excel_mapping=excel_mapping, query_text=effective_query), 100.0
if match_type == 'measure_exact':
chosen = EXACT_MEASURE_INDEX[canonical_name][0]
return parse_doc_entry(chosen['doc'], audience, match_info='Exact PBI measure match', excel_mapping=excel_mapping, query_text=effective_query), 95.0
if match_type == 'kpi_loose':
chosen = LOOSE_KPI_INDEX[canonical_name][0]
return parse_doc_entry(chosen['doc'], audience, match_info='Normalized KPI name match', excel_mapping=excel_mapping, query_text=effective_query), 90.0
if match_type == 'measure_loose':
chosen = LOOSE_MEASURE_INDEX[canonical_name][0]
return parse_doc_entry(chosen['doc'], audience, match_info='Normalized PBI measure match', excel_mapping=excel_mapping, query_text=effective_query), 88.0
raw_chunk_hits = [doc for doc in chunk_docs if doc_contains_exact_text(doc, effective_query)]
if raw_chunk_hits:
chosen_doc = raw_chunk_hits[0]
return parse_doc_entry(chosen_doc, audience, match_info='Exact raw text found in PDF chunk', forced_kpi_name=effective_query, excel_mapping=excel_mapping, query_text=effective_query), 75.0
raw_page_hits = [doc for doc in page_docs if doc_contains_exact_text(doc, effective_query)]
if raw_page_hits:
chosen_doc = raw_page_hits[0]
return parse_doc_entry(chosen_doc, audience, match_info='Exact raw text found in PDF page', forced_kpi_name=effective_query, excel_mapping=excel_mapping, query_text=effective_query), 70.0
return None, None
def find_second_same_occurrence(primary_entry, audience: str, excel_mapping=None):
target_name_loose = normalize_loose(primary_entry['kpi_name'])
if not target_name_loose or target_name_loose == 'not found':
return None
primary_context = normalize_exact(primary_entry['context'][:400])
if target_name_loose in LOOSE_KPI_INDEX:
candidates = [e for e in LOOSE_KPI_INDEX[target_name_loose] if normalize_exact(e['context'][:400]) != primary_context]
if candidates:
candidates.sort(key=lambda e: (e['page'] if e['page'] is not None else 99999))
return parse_doc_entry(candidates[0]['doc'], audience, excel_mapping=excel_mapping, query_text=primary_entry['kpi_name'])
for doc in chunk_docs:
if target_name_loose in normalize_loose(doc.page_content) and normalize_exact(doc.page_content[:400]) != primary_context:
return parse_doc_entry(doc, audience, forced_kpi_name=primary_entry['kpi_name'], excel_mapping=excel_mapping, query_text=primary_entry['kpi_name'])
for doc in page_docs:
if target_name_loose in normalize_loose(doc.page_content) and normalize_exact(doc.page_content[:400]) != primary_context:
return parse_doc_entry(doc, audience, forced_kpi_name=primary_entry['kpi_name'], excel_mapping=excel_mapping, query_text=primary_entry['kpi_name'])
return None
# =========================================================
# 5) UI HELPERS
# =========================================================
def compare_same(value1, value2, formula=False):
return clean_formula_text(value1) == clean_formula_text(value2) if formula else normalize_loose(value1) == normalize_loose(value2)
def render_badges(sources):
if not sources:
return "<span class='pill neutral'>Not mapped</span>"
colors = ['info', 'success', 'warning', 'neutral']
pills = []
for i, src in enumerate(sources):
color = colors[i % len(colors)]
pills.append(f"<span class='pill {color}'>{html_escape(src)}</span>")
return ' '.join(pills)
def field_diff_html(left_text, right_text, formula=False):
left_text = fix_pdf_text(left_text or '')
right_text = fix_pdf_text(right_text or '')
if compare_same(left_text, right_text, formula=formula):
return "<div class='diff-box same'>No difference. Both occurrences match for this field.</div>"
left_lines = [ln for ln in left_text.splitlines() if ln.strip()] or ['Not found']
right_lines = [ln for ln in right_text.splitlines() if ln.strip()] or ['Not found']
removed = [x for x in left_lines if x not in right_lines]
added = [x for x in right_lines if x not in left_lines]
removed_html = ''.join(f"<li>{html_escape(line)}</li>" for line in removed[:12]) or '<li>No unique lines found.</li>'
added_html = ''.join(f"<li>{html_escape(line)}</li>" for line in added[:12]) or '<li>No unique lines found.</li>'
return f"""
<div class='diff-box different'>
<div class='diff-title'>What differs</div>
<div class='diff-grid'>
<div class='diff-col'><div class='diff-col-title'>Only in Occurrence 1</div><ul>{removed_html}</ul></div>
<div class='diff-col'><div class='diff-col-title'>Only in Occurrence 2</div><ul>{added_html}</ul></div>
</div>
</div>
"""
def build_summary_cards(entry1, entry2=None, retrieval_score=None):
def badge(text, kind='default'):
return f"<span class='pill {kind}'>{html_escape(text)}</span>"
page1 = f"Page {entry1['page'] + 1}" if entry1 and entry1['page'] is not None else 'Page not found'
report_badges = render_badges(entry1.get('report_sources', []))
cards = [
f"<div class='summary-card'><div class='summary-label'>KPI Name</div><div class='summary-value'>{html_escape(entry1['kpi_name'])}</div><div class='summary-sub'>{badge(page1, 'info')}</div></div>",
f"<div class='summary-card'><div class='summary-label'>KPI ID</div><div class='summary-value'>{html_escape(entry1['kpi_id'])}</div><div class='summary-sub'>{badge('Glossary reference', 'neutral')}</div></div>",
f"<div class='summary-card'><div class='summary-label'>PBI Measure</div><div class='summary-value'>{html_escape(entry1['measure_name'])}</div><div class='summary-sub'>{badge('Primary result', 'success')}</div></div>",
f"<div class='summary-card'><div class='summary-label'>Report / Offering</div><div class='summary-value badge-wrap'>{report_badges}</div><div class='summary-sub'>{badge('Yes columns from Excel', 'neutral')}</div></div>",
]
compare_hint = 'One occurrence found'
compare_kind = 'neutral'
if entry2:
same_all = (
compare_same(entry1['kpi_name'], entry2['kpi_name']) and
compare_same(entry1['kpi_id'], entry2['kpi_id']) and
compare_same(entry1['measure_name'], entry2['measure_name']) and
compare_same(entry1['definition'], entry2['definition']) and
compare_same(entry1['formula'], entry2['formula'], formula=True)
)
compare_hint = 'Exact name match found' if same_all else 'Exact name match found (differences detected)'
compare_kind = 'success' if same_all else 'warning'
checked_text = '2 exact-name matches checked' if entry2 else 'No second exact-name match'
if retrieval_score is not None:
checked_text = f"search score {retrieval_score:.1f}"
cards.append(
f"<div class='summary-card'><div class='summary-label'>Comparison Status</div><div class='summary-value'>{html_escape(compare_hint)}</div><div class='summary-sub'>{badge(checked_text, compare_kind)}</div></div>"
)
return "<div class='summary-grid'>" + ''.join(cards) + "</div>"
def build_side_by_side_comparison(entry1, entry2):
if not entry1 and not entry2:
return "<div class='empty-state'>No relevant KPI entry found.</div>"
if entry1 and not entry2:
page_text = f"Page {entry1['page'] + 1}" if entry1['page'] is not None else 'Unknown page'
kpi_text = html_escape(entry1['kpi_name'])
return f"<div class='compare-wrap single'><div class='compare-banner neutral'>Primary result shown for <b>{kpi_text}</b> ({html_escape(page_text)}). No second occurrence with the <b>exact same KPI name</b> was found.</div></div>"
same_all = (
compare_same(entry1['kpi_name'], entry2['kpi_name']) and
compare_same(entry1['kpi_id'], entry2['kpi_id']) and
compare_same(entry1['measure_name'], entry2['measure_name']) and
compare_same(entry1['definition'], entry2['definition']) and
compare_same(entry1['formula'], entry2['formula'], formula=True)
)
overall_class = 'success' if same_all else 'warning'
overall_text = 'Exact same KPI name found in two places' if same_all else 'Exact same KPI name found in two places, but details differ'
page1 = f"Page {entry1['page'] + 1}" if entry1['page'] is not None else 'Unknown'
page2 = f"Page {entry2['page'] + 1}" if entry2['page'] is not None else 'Unknown'
rows = []
fields = [
('KPI Name', entry1['kpi_name'], entry2['kpi_name'], False),
('KPI ID', entry1['kpi_id'], entry2['kpi_id'], False),
('Power BI Measure', entry1['measure_name'], entry2['measure_name'], False),
('Definition', entry1['definition'], entry2['definition'], False),
('Formula', entry1['formula'], entry2['formula'], True),
]
for label, left_val, right_val, is_formula in fields:
left_val, right_val = fix_pdf_text(left_val or 'Not found'), fix_pdf_text(right_val or 'Not found')
status = 'same' if compare_same(left_val, right_val, formula=is_formula) else 'different'
diff_panel = field_diff_html(left_val, right_val, formula=is_formula)
code_class = 'code-block' if is_formula else ''
rows.append(f"""
<div class='compare-row {status}'>
<div class='compare-field'><div class='field-name'>{html_escape(label)}</div><div class='field-status {status}'>{'SAME' if status == 'same' else 'DIFFERENT'}</div></div>
<div class='compare-cell'><div class='cell-title'>Occurrence 1</div><div class='cell-content {code_class}'>{nl2br(left_val)}</div></div>
<div class='compare-cell'><div class='cell-title'>Occurrence 2</div><div class='cell-content {code_class}'>{nl2br(right_val)}</div></div>
</div>
<div class='diff-row'>{diff_panel}</div>
""")
return f"""
<div class='compare-wrap'>
<div class='compare-banner {overall_class}'>{html_escape(overall_text)}</div>
<div class='compare-head'>
<div class='head-card'><div class='head-label'>Occurrence 1</div><div class='head-page'>{html_escape(page1)}</div><div class='head-name'>{html_escape(entry1['kpi_name'])}</div></div>
<div class='head-card'><div class='head-label'>Occurrence 2</div><div class='head-page'>{html_escape(page2)}</div><div class='head-name'>{html_escape(entry2['kpi_name'])}</div></div>
</div>
<div class='compare-table'>{''.join(rows)}</div>
</div>
"""
# =========================================================
# 6) FEEDBACK FLOW
# =========================================================
def run_search_and_prepare_feedback(question, audience, excel_mapping):
results = get_answer(question, audience, excel_mapping=excel_mapping)
current_kpi_name = ''
if isinstance(results, tuple) and len(results) >= 5:
current_kpi_name = extract_kpi_name_from_notes(results[4] or '')
return results + (
current_kpi_name,
gr.update(visible=True), gr.update(value=None, visible=True),
gr.update(visible=False), gr.update(value=None), gr.update(value='', visible=False),
gr.update(visible=False), gr.update(value=''), gr.update(visible=False), gr.update(value=None),
gr.update(value='', visible=False), gr.update(value='', visible=False),
)
def clear_feedback_only():
return (
gr.update(visible=False), gr.update(value=None, visible=False),
gr.update(visible=False), gr.update(value=None), gr.update(value='', visible=False),
gr.update(visible=False), gr.update(value=''), gr.update(visible=False), gr.update(value=None),
gr.update(value='', visible=False), gr.update(value='', visible=False),
)
def on_satisfaction_change(choice):
if choice == 'Yes':
return (
gr.update(visible=True), gr.update(visible=False), gr.update(visible=False),
gr.update(value='', visible=False), gr.update(value='Please rate the definition from 1 to 5.', visible=True),
)
if choice == 'No':
return (
gr.update(visible=False), gr.update(visible=True), gr.update(visible=False),
gr.update(value='', visible=False), gr.update(value='Please ask more so the app can try again.', visible=True),
)
return (
gr.update(visible=False), gr.update(visible=False), gr.update(visible=False),
gr.update(value='', visible=False), gr.update(value='', visible=False),
)
def submit_rating(rating):
if rating is None:
return gr.update(value='Please select a rating from 1 to 5.', visible=True)
return gr.update(value=f"Thanks for the feedback. You rated the definition **{rating}/5**.", visible=True)
def run_followup_search(followup_question, audience, current_kpi_name, excel_mapping):
if not followup_question or not followup_question.strip():
return (
gr.update(), gr.update(), gr.update(), gr.update(), gr.update(), gr.update(),
gr.update(value=current_kpi_name), gr.update(visible=True), gr.update(value='No', visible=True),
gr.update(visible=False), gr.update(value=None), gr.update(value='', visible=False),
gr.update(visible=True), gr.update(value=''), gr.update(visible=True), gr.update(value=None),
gr.update(value='Please type a follow-up question before submitting.', visible=True), gr.update(value='', visible=False),
)
effective_followup = current_kpi_name if current_kpi_name and is_generic_followup_question(followup_question) else followup_question
used_context = effective_followup != followup_question
results = get_answer(effective_followup, audience, excel_mapping=excel_mapping)
new_current_kpi = current_kpi_name or ''
if isinstance(results, tuple) and len(results) >= 5:
extracted = extract_kpi_name_from_notes(results[4] or '')
if extracted:
new_current_kpi = extracted
helper_message = 'If you are still not satisfied, choose below to raise an incident.'
if used_context and current_kpi_name:
helper_message = f"Used KPI context from the previous result: **{current_kpi_name}**. If you are still not satisfied, choose below to raise an incident."
return results + (
new_current_kpi, gr.update(visible=True), gr.update(value='No', visible=True),
gr.update(visible=False), gr.update(value=None), gr.update(value='', visible=False),
gr.update(visible=True), gr.update(value=followup_question), gr.update(visible=True), gr.update(value=None),
gr.update(value=helper_message, visible=True), gr.update(value='', visible=False),
)
def on_still_not_satisfied_change(choice):
if choice == 'Yes':
html = f"<div class='incident-box'><div class='incident-title'>Still not satisfied?</div><div class='incident-text'>You can raise an incident in ServiceNow for further help.</div><a class='incident-link' href='{html_escape(SERVICENOW_INCIDENT_URL)}' target='_blank' rel='noopener noreferrer'>Raise Incident in ServiceNow</a></div>"
return gr.update(value=html, visible=True), gr.update(value='You selected to raise an incident for further support.', visible=True)
if choice == 'No':
return gr.update(value='', visible=False), gr.update(value='Glad the follow-up helped.', visible=True)
return gr.update(value='', visible=False), gr.update(value='', visible=False)
# =========================================================
# 7) MAIN ANSWER
# =========================================================
def get_answer(question, audience, excel_mapping=None):
if not question or not question.strip():
return ('<div class="empty-state">Ask a KPI question to see the summary cards.</div>', 'Please enter a KPI question.', '', '', '', '<div class="empty-state">No comparison available.</div>')
primary_entry, best_score = choose_primary_entry(question, audience, excel_mapping=excel_mapping)
if primary_entry is None:
workbook_note = DEFAULT_KPI_EXCEL if Path(DEFAULT_KPI_EXCEL).exists() else f"{DEFAULT_KPI_EXCEL} not found next to the app file"
return (
'<div class="empty-state">No KPI found. The app auto-loads the KPI Glossary Excel and should print the Yes columns for the matching KPI row, but this KPI could not be matched safely.</div>',
'No KPI found for the searched text.', '', '',
f"**Search Tried:** `{fix_pdf_text(clean_user_query(question))}`\n\n**Excel Auto-load:** {workbook_note}\n\nIf the KPI text is present visually in the PDF but still not found, the PDF extraction may be breaking the text across lines/chunks.",
'<div class="empty-state">No comparison available because the primary KPI was not found.</div>',
)
second_entry = find_second_same_occurrence(primary_entry, audience, excel_mapping=excel_mapping)
summary_html = build_summary_cards(primary_entry, second_entry, retrieval_score=best_score)
comparison_html = build_side_by_side_comparison(primary_entry, second_entry)
global LAST_DAX_FORMULA
LAST_DAX_FORMULA = primary_entry['formula']
return summary_html, primary_entry['definition'], primary_entry['business'], primary_entry['formula'], primary_entry['notes'], comparison_html, primary_entry['formula']
def clear_all(default_mapping):
return (
'', 'Business User', '<div class="empty-state">Ask a KPI question to see the summary cards.</div>',
'', '', '', '', '<div class="empty-state">Comparison results will appear here.</div>',
default_mapping, '', *clear_feedback_only(),
)
# =========================================================
# 8) UI
# =========================================================
CUSTOM_CSS = """
<style>
:root {
--bg1: #f6f8ff; --bg2: #fafdff; --bg3: #eef4ff; --card: rgba(255,255,255,0.82);
--card-strong: rgba(255,255,255,0.94); --stroke: rgba(99, 102, 241, 0.14); --text: #14213d;
--muted: #667085; --primary: #5b5bd6; --primary-2: #7c4dff; --success-bg: #ecfdf3;
--success-text: #067647; --warning-bg: #fff7ed; --warning-text: #c2410c; --neutral-bg: #f8fafc;
--neutral-text: #475467; --shadow: 0 18px 40px rgba(34, 55, 110, 0.10);
}
body, .gradio-container { background: linear-gradient(135deg, var(--bg1) 0%, var(--bg2) 45%, var(--bg3) 100%) !important; }
.gradio-container { max-width: 1500px !important; padding-top: 18px !important; }
.hero { background: linear-gradient(135deg, rgba(91,91,214,0.14), rgba(124,77,255,0.08), rgba(59,130,246,0.06)); border: 1px solid rgba(124,77,255,0.14); box-shadow: var(--shadow); border-radius: 26px; padding: 26px 30px; margin-bottom: 18px; backdrop-filter: blur(10px); }
.hero-title { font-size: 34px; font-weight: 800; color: var(--text); margin: 0 0 8px 0; }
.hero-subtitle { font-size: 15px; color: var(--muted); margin: 0; line-height: 1.65; }
.panel { background: var(--card) !important; border: 1px solid var(--stroke) !important; border-radius: 22px !important; box-shadow: var(--shadow) !important; padding: 16px !important; backdrop-filter: blur(12px); }
textarea, input, .gr-textbox, .gr-dropdown, .gr-radio { border-radius: 16px !important; }
button.primary, button[class*='primary'] { background: linear-gradient(135deg, var(--primary), var(--primary-2)) !important; border: none !important; color: white !important; border-radius: 16px !important; box-shadow: 0 10px 22px rgba(91,91,214,0.22) !important; }
button.secondary { border-radius: 16px !important; }
button[role='tab'][aria-selected='true'] { color: var(--primary) !important; border-bottom: 3px solid var(--primary) !important; }
.kpi-note { background: rgba(255,255,255,0.68); border: 1px dashed rgba(91,91,214,0.18); border-radius: 16px; padding: 12px 14px; color: var(--muted); font-size: 13px; margin-top: 8px; }
.summary-grid { display: grid; grid-template-columns: repeat(5, minmax(0, 1fr)); gap: 14px; margin-bottom: 16px; }
.summary-card { background: linear-gradient(180deg, var(--card-strong), rgba(255,255,255,0.72)); border: 1px solid rgba(91,91,214,0.12); border-radius: 20px; padding: 16px; box-shadow: 0 12px 28px rgba(56,72,122,0.08); min-height: 122px; }
.summary-label { color: var(--muted); font-size: 12px; font-weight: 700; letter-spacing: .04em; text-transform: uppercase; margin-bottom: 10px; }
.summary-value { color: var(--text); font-size: 20px; font-weight: 800; line-height: 1.25; word-break: break-word; }
.summary-sub { margin-top: 14px; }
.badge-wrap { display:flex; flex-wrap:wrap; gap:8px; align-items:flex-start; }
.pill { display:inline-flex; align-items:center; gap:6px; padding:7px 11px; border-radius:999px; font-size:12px; font-weight:700; }
.pill.info { background: rgba(59,130,246,0.12); color:#1d4ed8; }
.pill.success { background: rgba(16,185,129,0.14); color:#047857; }
.pill.warning { background: rgba(245,158,11,0.16); color:#b45309; }
.pill.neutral { background: rgba(100,116,139,0.12); color:#475467; }
.compare-wrap { display:flex; flex-direction:column; gap:14px; }
.compare-banner { padding:14px 16px; border-radius:16px; font-weight:800; font-size:14px; border:1px solid transparent; }
.compare-banner.success { background: var(--success-bg); color: var(--success-text); }
.compare-banner.warning { background: var(--warning-bg); color: var(--warning-text); }
.compare-banner.neutral { background: var(--neutral-bg); color: var(--neutral-text); }
.compare-head { display:grid; grid-template-columns: repeat(2, minmax(0,1fr)); gap:14px; }
.head-card { background: rgba(255,255,255,0.82); border:1px solid rgba(99,102,241,0.12); border-radius:18px; padding:16px; }
.head-label { color: var(--muted); font-size:12px; font-weight:700; text-transform:uppercase; letter-spacing:.04em; }
.head-page { color: var(--primary); font-size:13px; font-weight:700; margin-top:6px; }
.head-name { color: var(--text); font-size:18px; font-weight:800; margin-top:8px; }
.compare-table { display:flex; flex-direction:column; gap:12px; }
.compare-row { display:grid; grid-template-columns:220px 1fr 1fr; gap:12px; align-items:stretch; }
.compare-field, .compare-cell { background: rgba(255,255,255,0.82); border:1px solid rgba(99,102,241,0.10); border-radius:18px; padding:14px; }
.compare-row.same .compare-field { background: linear-gradient(180deg, #f0fdf4, #ffffff); }
.compare-row.different .compare-field { background: linear-gradient(180deg, #fff7ed, #ffffff); }
.field-name { color: var(--text); font-weight:800; font-size:15px; }
.field-status { display:inline-block; margin-top:12px; padding:6px 10px; border-radius:999px; font-size:11px; font-weight:800; letter-spacing:.05em; }
.field-status.same { background: rgba(16,185,129,0.14); color:#047857; }
.field-status.different { background: rgba(245,158,11,0.16); color:#b45309; }
.cell-title { color: var(--muted); font-size:12px; font-weight:700; text-transform:uppercase; letter-spacing:.04em; margin-bottom:8px; }
.cell-content { color: var(--text); font-size:14px; line-height:1.6; white-space:normal; word-break:break-word; }
.code-block { font-family: ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, 'Liberation Mono', monospace; background:#f8fafc; border:1px solid rgba(148,163,184,0.16); border-radius:14px; padding:12px; white-space:pre-wrap; }
.diff-box { background: rgba(255,255,255,0.76); border:1px solid rgba(99,102,241,0.10); border-radius:18px; padding:14px; }
.diff-box.same { color:#047857; background: rgba(236,253,243,0.82); }
.diff-box.different { background: rgba(255,247,237,0.78); }
.diff-title { font-size:13px; font-weight:800; color: var(--text); margin-bottom:10px; }
.diff-grid { display:grid; grid-template-columns: repeat(2, minmax(0,1fr)); gap:12px; }
.diff-col { background: rgba(255,255,255,0.85); border-radius:14px; padding:12px; border:1px dashed rgba(99,102,241,0.12); }
.diff-col-title { font-size:12px; font-weight:800; color: var(--muted); margin-bottom:8px; text-transform:uppercase; }
.diff-col ul { margin:0; padding-left:18px; }
.diff-col li { margin:6px 0; color: var(--text); font-size:13px; }
.feedback-box { background: rgba(255,255,255,0.76); border:1px solid rgba(99,102,241,0.10); border-radius:18px; padding:16px; margin-top:14px; }
.feedback-title { font-size:16px; font-weight:800; color: var(--text); margin-bottom:8px; }
.incident-box { background: rgba(255,247,237,0.78); border:1px solid rgba(245,158,11,0.22); border-radius:16px; padding:14px; margin-top:10px; }
.incident-title { font-weight:800; color:#9a3412; margin-bottom:6px; }
.incident-text { color:#7c2d12; margin-bottom:10px; }
.incident-link { display:inline-block; padding:10px 14px; border-radius:12px; background:#7c3aed; color:white !important; text-decoration:none; font-weight:700; }
.empty-state { background: rgba(255,255,255,0.74); border:1px dashed rgba(91,91,214,0.20); border-radius:18px; padding:18px; color: var(--muted); }
@media (max-width:1300px){ .summary-grid{grid-template-columns:repeat(3,minmax(0,1fr));} }
@media (max-width:1100px){ .summary-grid{grid-template-columns:repeat(2,minmax(0,1fr));} .compare-row{grid-template-columns:1fr;} .compare-head{grid-template-columns:1fr;} .diff-grid{grid-template-columns:1fr;} }
@media (max-width:700px){ .summary-grid{grid-template-columns:1fr;} }
</style>
"""
DEFAULT_MAPPING = load_default_excel_if_present()
DEFAULT_STATUS = (
f"Auto-loaded Excel:mapped KPI keys: {len(DEFAULT_MAPPING)}" if Path(DEFAULT_KPI_EXCEL).exists() else
f"Auto-load Excel not found: place '{DEFAULT_KPI_EXCEL}' next to app.py"
)
with gr.Blocks() as demo:
gr.HTML(CUSTOM_CSS)
gr.HTML("""
<div class='hero'>
<div class='hero-title'>π Pharma KPI Copilot</div>
</div>
""")
with gr.Row():
with gr.Column(scale=4, elem_classes=['panel']):
question = gr.Textbox(label='Ask KPI question', placeholder='e.g. OCCP Interactions', lines=2)
audience = gr.Dropdown(choices=['Business User', 'Analytics User', 'Leadership'], value='Business User', label='Explain for')
excel_status = gr.Markdown(DEFAULT_STATUS)
submit_btn = gr.Button('Submit', variant='primary')
clear_btn = gr.Button('Clear')
gr.HTML("<div class='kpi-note'><b>Auto-load rule:</b> keep the Excel workbook named <b>CIA Consolidated KPIs_MetricsGovernance (1).xlsx</b> in the same folder as <b>app.py</b>. The app will search the KPI in Excel and show report names where the KPI row has <b>Yes</b>.</div>")
with gr.Column(scale=8, elem_classes=['panel']):
summary_cards = gr.HTML('<div class="empty-state">Ask a KPI question to see the summary cards.</div>')
with gr.Tab('Definition'):
definition = gr.Markdown()
with gr.Tab('Business Meaning'):
business = gr.Markdown()
with gr.Tab('Notes'):
notes = gr.Markdown()
with gr.Tab('Formula'):
formula = gr.Textbox(label='Extracted Formula', lines=6)
gr.Markdown("## π DAX to SQL Conversion")
# β
NEW INPUT (USER CAN PASTE DAX)
dax_input = gr.Textbox(
label="Paste or Edit DAX",
placeholder="Paste any DAX here OR it will auto-fill from PDF",
lines=6
)
convert_btn = gr.Button("Convert to Snowflake SQL", variant="primary")
# β
OUTPUTS
with gr.Row():
dax_output = gr.Textbox(label="DAX Used", interactive=False)
sql_output = gr.Textbox(label="Snowflake SQL Output", lines=8, interactive=False)
# β
SHOW ORIGINAL PDF FORMULA
gr.Markdown(" DAX ")
formula = gr.Textbox(label='Extracted Formula', lines=6)
with gr.Tab('Comparison'):
comparison = gr.HTML('<div class="empty-state">Comparison results will appear here.</div>')
excel_mapping_state = gr.State(DEFAULT_MAPPING)
current_kpi_state = gr.State('')
with gr.Group(visible=False) as feedback_panel:
gr.HTML("<div class='feedback-box'><div class='feedback-title'>Are you satisfied with the definition?</div></div>")
satisfied_choice = gr.Radio(choices=['Yes', 'No'], label='Was the definition satisfactory?', visible=True)
with gr.Row(visible=False) as rating_row:
rating_value = gr.Radio(choices=['1', '2', '3', '4', '5'], label='Rate the definition (1 to 5)')
rating_submit_btn = gr.Button('Submit Rating')
rating_status = gr.Markdown(visible=False)
with gr.Column(visible=False) as followup_row:
followup_question = gr.Textbox(label='Ask more', placeholder='Please ask your follow-up question here', lines=3)
followup_submit_btn = gr.Button('Ask More', variant='primary')
with gr.Row(visible=False) as still_not_satisfied_row:
still_not_satisfied_choice = gr.Radio(choices=['Yes', 'No'], label='Still not satisfied after the follow-up?')
feedback_status = gr.Markdown(visible=False)
incident_html = gr.HTML(visible=False)
submit_btn.click(
fn=run_search_and_prepare_feedback,
inputs=[question, audience, excel_mapping_state],
outputs=[
summary_cards, definition, business, formula, notes, comparison,
current_kpi_state,dax_input,
feedback_panel, satisfied_choice, rating_row, rating_value,
rating_status, followup_row, followup_question,
still_not_satisfied_row, still_not_satisfied_choice,
feedback_status, incident_html,
],
)
convert_btn.click(
fn=convert_to_sql,
inputs=[dax_input],
outputs=[dax_output, sql_output]
)
satisfied_choice.change(fn=on_satisfaction_change, inputs=[satisfied_choice], outputs=[rating_row, followup_row, still_not_satisfied_row, incident_html, feedback_status])
rating_submit_btn.click(fn=submit_rating, inputs=[rating_value], outputs=[rating_status])
followup_submit_btn.click(
fn=run_followup_search,
inputs=[followup_question, audience, current_kpi_state, excel_mapping_state],
outputs=[
summary_cards, definition, business, formula, notes, comparison,
current_kpi_state,
feedback_panel, satisfied_choice, rating_row, rating_value,
rating_status, followup_row, followup_question,
still_not_satisfied_row, still_not_satisfied_choice,
feedback_status, incident_html,
],
)
still_not_satisfied_choice.change(fn=on_still_not_satisfied_change, inputs=[still_not_satisfied_choice], outputs=[incident_html, feedback_status])
clear_btn.click(
fn=clear_all,
inputs=[excel_mapping_state],
outputs=[
question, audience, summary_cards, definition, business, formula, notes, comparison,
excel_mapping_state, current_kpi_state,
feedback_panel, satisfied_choice, rating_row, rating_value,
rating_status, followup_row, followup_question,
still_not_satisfied_row, still_not_satisfied_choice,
feedback_status, incident_html,
],
)
if __name__ == "__main__":
demo.queue().launch(server_name="0.0.0.0", server_port=7860)
|